Civic Intelligence

The White Marsh Society

990EZ • Fiscal year 2020 • EIN 20-3417899

May 01, 2019 to Apr 30, 2020 • Filed on Mar 11, 2021

Organization ProfileN/A
C/O Adam Augustine Carter 5512 CaroWashington, DC 20016

(202) 425-4269

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

22nd percentile

-16%

Higher net margin than 22% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-3.1%

Faster asset growth than 37% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-33%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$137,715

Down $4,336 (-3.1%) from 2019

Net Assets

Down

$137,715

Down $4,336 (-3.1%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Down

$27,687

Down $13,542 (-33%) from 2019

Expenses

Up

$32,086

Up $849 (+2.7%) from 2019

Net Income

Down

-$4,399

Down $14,391 (-144%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$150K$100K$50K$0Assets 2012: $61,545Liabilities 2012: $6,8452012Assets 2013: $66,484Liabilities 2013: $4052013Assets 2014: $96,735Liabilities 2014: $18,3572014Assets 2015: $93,801Liabilities 2015: $3,4002015Assets 2016: $98,338Liabilities 2016: $3,4002016Assets 2017: $107,306Liabilities 2017: $3,4002017Assets 2018: $133,151Liabilities 2018: $3,4002018Assets 2019: $142,051Net Assets 2019: $142,0512019Assets 2020: $137,715Net Assets 2020: $137,7152020Assets 2021: $141,337Liabilities 2021: $130Net Assets 2021: $141,2072021Assets 2022: $138,191Liabilities 2022: $130Net Assets 2022: $138,0612022Assets 2023: $122,109Liabilities 2023: $130Net Assets 2023: $121,9792023Assets 2024: $138,285Liabilities 2024: $130Net Assets 2024: $138,1552024Assets 2025: $135,975Liabilities 2025: $130Net Assets 2025: $135,8452025

Highlighted filing

2020

Assets$137,715
Liabilities-
Net Assets$137,715
Open 2020 Filing

Operations Trend

Revenue Growth29th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $8,677Expenses 2012: $11,688Net Income 2012: -$3,0112012Revenue 2013: $8,469Expenses 2013: $3,365Net Income 2013: $5,1042013Revenue 2014: $42,708Expenses 2014: $32,376Net Income 2014: $10,3322014Revenue 2015: $39,688Expenses 2015: $29,381Net Income 2015: $10,3072015Revenue 2016: $30,952Expenses 2016: $25,896Net Income 2016: $5,0562016Revenue 2017: $25,905Expenses 2017: $19,295Net Income 2017: $6,6102017Revenue 2018: $52,355Expenses 2018: $28,180Net Income 2018: $24,1752018Revenue 2019: $41,229Expenses 2019: $31,237Net Income 2019: $9,9922019Revenue 2020: $27,687Expenses 2020: $32,086Net Income 2020: -$4,3992020Revenue 2021: $19,951Expenses 2021: $26,609Net Income 2021: -$6,6582021Revenue 2022: $31,071Expenses 2022: $32,005Net Income 2022: -$9342022Revenue 2023: $36,136Expenses 2023: $51,644Net Income 2023: -$15,5082023Revenue 2024: $38,443Expenses 2024: $27,946Net Income 2024: $10,4972024Revenue 2025: $42,512Expenses 2025: $48,579Net Income 2025: -$6,0672025

Highlighted filing

2020

Revenue$27,687
Expenses$32,086
Net Income-$4,399
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Mar 11, 2021
Return Version
2019v5.1
Gross Receipts
$27,687
Mission and Program Overview

Mission

Serving the georgetown community.

Serving the georgetown university community

Program Services

DescriptionGrantsExpenses
ANNUAL REUNION DINNER AND MEETING ALLOWING DEBATEAND DISCUSSION ABOUT GEORGETOWN UNIVERISTY.--
EDUCATIONAL VISIT TO NEW YORK CITY.--
LEADERSHIP TRAINING AND SERVICE PROGRAM PLANNINGRETREAT.--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICARDO MONDOLFIPresidentPT$0--
ZACHARY KELLYTreasurerPT$0--
SEAN B RUSHTONSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
The White Marsh Society
EIN
20-3417899
Phone
2024254269
Address
C/O ADAM AUGUSTINE CARTER 5512 CARO, WASHINGTON, DC 20016

Signing Officer

Name
Sean B Rushton
Title
Secretary
Phone
2024254269
Signed
2021-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Lane & Company CPAs
Address
1717 Pennsylvania Avenue NW Suite 4, Washington, DC 20006
Preparer
Robert E Lane
Phone
2024636500
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“MEETINGS EXPENSE 21045.”

Form 990EZ, Part I, Line 16

“BANK FEES 2341.”

Form 990EZ, Part I, Line 16

“STORAGE FEES 2400.”

Form 990EZ, Part II, Line 24

“Accounts receivable 45067. 50917.”

Raw XML Appendix117 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MATTHEW T BRENNAN
IRS990EZ/BooksInCareOfDetail/PhoneNum09143100781
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0150 EAST 44TH STREET 41H
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt096984
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086798
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4399
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0142051
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0137715
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt027687
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0717
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt026970
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0142051
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0137715
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0142051
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0137715
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICARDO MONDOLFI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ZACHARY KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SEAN B RUSHTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt045067
IRS990EZ/OtherAssetsTotalDetail/EOYAmt050917
IRS990EZ/OtherChangesInNetAssetsAmt063
IRS990EZ/OtherExpensesTotalAmt025786
IRS990EZ/PrimaryExemptPurposeTxt0SERVING THE GEORGETOWN UNIVERSITY COMMUNITY
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL REUNION DINNER AND MEETING ALLOWING DEBATEAND DISCUSSION ABOUT GEORGETOWN UNIVERISTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATIONAL VISIT TO NEW YORK CITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2LEADERSHIP TRAINING AND SERVICE PROGRAM PLANNINGRETREAT.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032086
IRS990EZ/TotalRevenueAmt027687
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETINGS EXPENSE 21045.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES 2341.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STORAGE FEES 2400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 45067. 50917.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN B RUSHTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02024254269
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WHITE MARSH SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0203417899
ReturnHeader/Filer/PhoneNum02024254269
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O ADAM AUGUSTINE CARTER 5512 CARO
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lane & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01717 Pennsylvania Avenue NW Suite 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020006
ReturnHeader/PreparerPersonGrp/PhoneNum02024636500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E LANE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-12T07:58:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-05-01
ReturnHeader/TaxPeriodEndDt02020-04-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$137,715
Liabilities
-
Net assets
$137,715
Revenue
$27,687
Expenses
$32,086
Net income
-$4,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.43$0.49$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.38$0.28$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.36$0.52$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.31$0.32$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.20$0.27$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.38$1.38$0.28$0.32$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$1.42$0.41$0.31$0.10
2018Summary only. Only limited summary data is available for this year.$1.33$0.03$0.52$0.28$0.24
2017Summary only. Only limited summary data is available for this year.$1.07$0.03$0.26$0.19$0.07
2016Summary only. Only limited summary data is available for this year.$0.98$0.03$0.31$0.26$0.05
2015Summary only. Only limited summary data is available for this year.$0.94$0.03$0.40$0.29$0.10
2014Summary only. Only limited summary data is available for this year.$0.97$0.18$0.43$0.32$0.10
2013Summary only. Only limited summary data is available for this year.$0.66$0.00$0.08$0.03$0.05
2012Summary only. Only limited summary data is available for this year.$0.62$0.07$0.09$0.12$0.03