Civic Intelligence

88 Plan Trust

990 • Fiscal year 2023 • EIN 11-3805565

Apr 01, 2022 to Mar 31, 2023 • Filed on Jan 17, 2024

Organization ProfileN/A

View Organization Page

200 St Paul Street 2420Baltimore, MD 21202

(800) 638-3186

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.06x

Higher debt load relative to assets than 56% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

41st percentile

0.02x

Higher debt load relative to revenue than 41% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Net Margin

41st percentile

1.8%

Higher net margin than 41% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Asset Growth

47th percentile

7.3%

Faster asset growth than 47% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

61st percentile

9.3%

Faster revenue growth than 61% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$8,204,222

Up $561,516 (+7.3%) from 2022

Net Assets

Up

$7,744,162

Up $465,629 (+6.4%) from 2022

Liabilities

Up

$460,060

Up $95,887 (+26%) from 2022

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin41st percentile

Revenue

Up

$25,696,093

Up $2,195,544 (+9.3%) from 2022

Expenses

Up

$25,230,464

Up $2,535,413 (+11%) from 2022

Net Income

Down

$465,629

Down $339,869 (-42%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $1,534,686Liabilities 2011: $197,010Net Assets 2011: $1,337,6762011Assets 2012: $1,877,369Liabilities 2012: $287,552Net Assets 2012: $1,589,8172012Assets 2013: $2,507,163Liabilities 2013: $250,649Net Assets 2013: $2,256,5142013Assets 2014: $2,577,334Liabilities 2014: $187,357Net Assets 2014: $2,389,9772014Assets 2015: $3,208,369Liabilities 2015: $149,684Net Assets 2015: $3,058,6852015Assets 2016: $4,327,712Liabilities 2016: $559,320Net Assets 2016: $3,768,3922016Assets 2017: $6,013,124Liabilities 2017: $697,559Net Assets 2017: $5,315,5652017Assets 2018: $6,302,431Liabilities 2018: $666,791Net Assets 2018: $5,635,6402018Assets 2019: $6,946,992Liabilities 2019: $629,446Net Assets 2019: $6,317,5462019Assets 2020: $7,335,356Liabilities 2020: $498,191Net Assets 2020: $6,837,1652020Assets 2021: $6,920,371Liabilities 2021: $447,336Net Assets 2021: $6,473,0352021Assets 2022: $7,642,706Liabilities 2022: $364,173Net Assets 2022: $7,278,5332022Assets 2023: $8,204,222Liabilities 2023: $460,060Net Assets 2023: $7,744,1622023Assets 2024: $10,968,073Liabilities 2024: $827,934Net Assets 2024: $10,140,1392024Assets 2025: $11,585,760Liabilities 2025: $924,454Net Assets 2025: $10,661,3062025

Highlighted filing

2023

Assets$8,204,222
Liabilities$460,060
Net Assets$7,744,162
Open 2023 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $5,100,003Expenses 2011: $4,591,808Net Income 2011: $508,1952011Revenue 2012: $6,200,000Expenses 2012: $5,947,859Net Income 2012: $252,1412012Revenue 2013: $7,921,822Expenses 2013: $7,255,125Net Income 2013: $666,6972013Revenue 2014: $8,311,846Expenses 2014: $8,178,383Net Income 2014: $133,4632014Revenue 2015: $10,500,000Expenses 2015: $9,831,292Net Income 2015: $668,7082015Revenue 2016: $12,600,646Expenses 2016: $11,890,939Net Income 2016: $709,7072016Revenue 2017: $17,606,250Expenses 2017: $16,059,077Net Income 2017: $1,547,1732017Revenue 2018: $19,533,527Expenses 2018: $19,213,452Net Income 2018: $320,0752018Revenue 2019: $21,682,476Expenses 2019: $21,000,570Net Income 2019: $681,9062019Revenue 2020: $20,873,100Expenses 2020: $20,353,481Net Income 2020: $519,6192020Revenue 2021: $20,802,789Expenses 2021: $21,166,919Net Income 2021: -$364,1302021Revenue 2022: $23,500,549Expenses 2022: $22,695,051Net Income 2022: $805,4982022Revenue 2023: $25,696,093Expenses 2023: $25,230,464Net Income 2023: $465,6292023Revenue 2024: $27,850,980Expenses 2024: $25,455,003Net Income 2024: $2,395,9772024Revenue 2025: $29,205,523Expenses 2025: $28,684,356Net Income 2025: $521,1672025

Highlighted filing

2023

Revenue$25,696,093
Expenses$25,230,464
Net Income$465,629
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Jan 17, 2024
Return Version
2022v5.0
Gross Receipts
$25,696,093
Mission and Program Overview

Mission

Provide benefits to former nfl players who have been determined to have dementia, als and parkinson's disease in accordance with the terms of the 88 plan. The plan will also reimburse certain costs related to an eligible player's neurocognitive impairment.

See organization's mission on form 990, part iii, question 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$7,642,515$8,193,487▲ $550,972
Rtn Earn Endowment Incm Other Fnds$7,278,533$7,744,162▲ $465,629
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,642,706$8,204,222▲ $561,516
Other Assets Total$191$10,735▲ $10,544
Liabilities
Accounts Payable and Accrued Expenses$364,173$460,060▲ $95,887
Total Liabilities$364,173$460,060▲ $95,887
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,278,533$7,744,162▲ $465,629
Total Liabilities and Net Assets / Fund Balance$7,642,706$8,204,222▲ $561,516
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Hoby BrennerTrustee
Larry FerazaniTrustee
Paul BlalockTrustee
Robert SmithTrustee
Sam MccullumTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$25,600,000
Investment Income
$96,093
Other Revenue
$0
Change in Net Assets
$465,629

Audited Revenue Reconciliation

Revenue per Audited Statements
$25,696,093
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$25,696,093
Total Revenue per Form 990
$25,696,093
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,395,455
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$23,835,009
Other Expenses---$1,395,455
Total Functional Expenses$0$0$0$25,230,464

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$25,230,464
Total Expenses per Audited Statements$25,230,464
Total Expenses per Form 990$25,230,464
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by the plan's accountant and reviewed by the plan director and controller prior to filing and reviewed by plan benefit consultants and legal counsel prior to final filing.”

Form 990, Part VI, Section C, Line 19

“Available to participants upon request”

Filing and Contact Details

Filer

Filer Name
88 Plan Trust
EIN
11-3805565
Phone
8006383186
Address
200 ST PAUL STREET 2420, BALTIMORE, MD 21202

Signing Officer

Name
Michael Miller
Title
Plan Director
Phone
8006383186
Signed
2024-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Miller
Formed
2007
Legal Domicile
Md
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Mitchell & Titus Llp
Address
80 PINE STREET, NEW YORK, NY 10005
Phone
2127094500
Raw XML Appendix310 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0SEE ORGANIZATION'S MISSION ON FORM 990, PART III, QUESTION 1.
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IRS990/BenefitsToMembersGrp/TotalAmt023835009
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt088 PLAN TRUST
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IRS990/Desc0PROVIDE BENEFITS TO FORMER NFL PLAYERS WHO HAVE DEMENTIA, ALS, AND PARKINSON'S DISEASE IN ACCORDANCE WITH TERMS OF THE 88 PLAN. THE PLAN WILL ALSO REIMBURSE CERTAIN COSTS RELATED TO AN ELIGIBLE PLAYER'S NEUROCOGNITIVE IMPAIRMENT.
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE BENEFITS TO FORMER NFL PLAYERS WHO HAVE DEMENTIA, ALS, AND PARKINSON'S DISEASE IN ACCORDANCE WITH TERMS OF THE 88 PLAN. THE PLAN WILL ALSO REIMBURSE CERTAIN COSTS RELATED TO AN ELIGIBLE PLAYER'S NEUROCOGNITIVE IMPAIRMENT.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY THE PLAN'S ACCOUNTANT AND REVIEWED BY THE PLAN DIRECTOR AND CONTROLLER PRIOR TO FILING AND REVIEWED BY PLAN BENEFIT CONSULTANTS AND LEGAL COUNSEL PRIOR TO FINAL FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE TO PARTICIPANTS UPON REQUEST
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0200 ST PAUL STREET 2420
IRS990/USAddress/CityNm0BALTIMORE
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021202
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08006383186
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt088 PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt088PL
ReturnHeader/Filer/EIN0113805565
ReturnHeader/Filer/PhoneNum08006383186
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 ST PAUL STREET 2420
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132781641
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MITCHELL & TITUS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 PINE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010005
ReturnHeader/PreparerPersonGrp/PhoneNum02127094500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-17
ReturnHeader/ReturnTs02024-01-17T15:02:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLER
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,204,222
Liabilities
$460,060
Net assets
$7,744,162
Revenue
$25,696,093
Expenses
$25,230,464
Net income
$465,629
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.6$0.92$10.7$29.2$28.7$0.52
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.83$10.1$27.9$25.5$2.40
2023Detailed filing. Detailed filing data is available for this year.$8.20$0.46$7.74$25.7$25.2$0.47
2022Detailed filing. Detailed filing data is available for this year.$7.64$0.36$7.28$23.5$22.7$0.81
2021Detailed filing. Detailed filing data is available for this year.$6.92$0.45$6.47$20.8$21.2$0.36
2020Detailed filing. Detailed filing data is available for this year.$7.34$0.50$6.84$20.9$20.4$0.52
2019Detailed filing. Detailed filing data is available for this year.$6.95$0.63$6.32$21.7$21.0$0.68
2018Detailed filing. Detailed filing data is available for this year.$6.30$0.67$5.64$19.5$19.2$0.32
2017Detailed filing. Detailed filing data is available for this year.$6.01$0.70$5.32$17.6$16.1$1.55
2016Detailed filing. Detailed filing data is available for this year.$4.33$0.56$3.77$12.6$11.9$0.71
2015Detailed filing. Detailed filing data is available for this year.$3.21$0.15$3.06$10.5$9.83$0.67
2014Detailed filing. Detailed filing data is available for this year.$2.58$0.19$2.39$8.31$8.18$0.13
2013Summary only. Only limited summary data is available for this year.$2.51$0.25$2.26$7.92$7.26$0.67
2012Summary only. Only limited summary data is available for this year.$1.88$0.29$1.59$6.20$5.95$0.25
2011Summary only. Only limited summary data is available for this year.$1.53$0.20$1.34$5.10$4.59$0.51