Civic Intelligence

Harold J Kaplan MD Charitable Trust

990PF • Fiscal year 2016 • EIN 22-6908681

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 06, 2017

Organization Profile
10711 Red Run Blvd Suite 101Owings Mills, MD 21117-5138

(410) 356-1000

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

10th percentile

-64%

Higher net margin than 10% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

43rd percentile

$2,299

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

27th percentile

-3.7%

Faster asset growth than 27% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

62nd percentile

6.7%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,548,292

Down $59,123 (-3.7%) from 2015

Net Assets

Down

$1,548,292

Down $59,123 (-3.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin10th percentile

Revenue

Up

$92,160

Up $5,796 (+6.7%) from 2015

Expenses

Up

$151,283

Up $87,572 (+137%) from 2015

Net Income

Down

-$59,123

Down $81,776 (-361%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,576,663Liabilities 2011: $02011Assets 2012: $1,525,350Liabilities 2012: $02012Assets 2013: $1,516,980Liabilities 2013: $02013Assets 2014: $1,584,762Liabilities 2014: $0Net Assets 2014: $1,584,7622014Assets 2015: $1,607,415Liabilities 2015: $0Net Assets 2015: $1,607,4152015Assets 2016: $1,548,292Liabilities 2016: $0Net Assets 2016: $1,548,2922016Assets 2017: $1,530,107Liabilities 2017: $0Net Assets 2017: $1,530,1072017Assets 2018: $1,613,045Liabilities 2018: $0Net Assets 2018: $1,613,0452018Assets 2019: $1,588,500Liabilities 2019: $0Net Assets 2019: $1,588,5002019Assets 2020: $1,597,484Liabilities 2020: $0Net Assets 2020: $1,597,4842020Assets 2021: $1,654,732Liabilities 2021: $0Net Assets 2021: $1,654,7322021Assets 2022: $1,620,119Liabilities 2022: $0Net Assets 2022: $1,620,1192022Assets 2023: $1,594,879Liabilities 2023: $0Net Assets 2023: $1,594,8792023Assets 2024: $1,594,771Liabilities 2024: $0Net Assets 2024: $1,594,7712024

Highlighted filing

2016

Assets$1,548,292
Liabilities$0
Net Assets$1,548,292
Open 2016 Filing

Operations Trend

Revenue Growth62nd percentile

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

$200K$100K$0-$100KRevenue 2011: $62,091Expenses 2011: $101,466Net Income 2011: -$39,3752011Revenue 2012: $48,141Expenses 2012: $99,454Net Income 2012: -$51,3132012Revenue 2013: $90,364Expenses 2013: $98,734Net Income 2013: -$8,3702013Revenue 2014: $176,643Expenses 2014: $108,861Net Income 2014: $67,7822014Revenue 2015: $86,364Expenses 2015: $63,711Net Income 2015: $22,6532015Revenue 2016: $92,160Expenses 2016: $151,283Net Income 2016: -$59,1232016Revenue 2017: $86,605Expenses 2017: $104,790Net Income 2017: -$18,1852017Revenue 2018: $168,897Expenses 2018: $85,959Net Income 2018: $82,9382018Revenue 2019: $66,800Expenses 2019: $91,345Net Income 2019: -$24,5452019Revenue 2020: $94,905Expenses 2020: $85,921Net Income 2020: $8,9842020Revenue 2021: $155,402Expenses 2021: $98,154Net Income 2021: $57,2482021Revenue 2022: $64,402Expenses 2022: $99,015Net Income 2022: -$34,6132022Revenue 2023: $91,309Expenses 2023: $116,549Net Income 2023: -$25,2402023Revenue 2024: $118,300Expenses 2024: $118,408Net Income 2024: -$1082024

Highlighted filing

2016

Revenue$92,160
Expenses$151,283
Net Income-$59,123
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 6, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRVIN M BADDOCKTrustee-$2,299-$2,299
A MICHAEL SIDLETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harold J Kaplan Md Charitable Trust
EIN
22-6908681
Phone
4103561000
Address
10711 RED RUN BLVD SUITE 101, OWINGS MILLS, MD 21117-5138

Signing Officer

Name
A Michael Sidle
Title
Trustee
Phone
4103561000
Signed
2017-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Glass Jacobson Pa
Address
10711 RED RUN BLVD SUITE 101, OWINGS MILLS, MD 21117
Preparer
Irvin M Baddock CPA
Phone
4103561000
Raw XML AppendixShowing 400 of 527 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt139429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt233337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt338004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4107833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt518477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt636364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01510.574 SHS DIAMOND LGCP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14352.031 SHS T ROWE OVERSEAS STK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2864.838 SHS AB SMCP GWT A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31792.728 SHS ALLNZGI SMCP VAL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42765.467 SHS COLUMBIA ACORN INTL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5982.318 SHS VOYA GLB RL EST A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt076413
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-59123
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01548292
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01607415
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01548292
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt086188
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt086188
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt086188
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt087013
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0825
IRS990PF/DistributableAmountGrp/TotalTaxAmt0825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01079
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01904
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01079
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01904
IRS990PF/FMVAssetsEOYAmt01754123
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01097
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01141
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01097
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01097
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01607415
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01548292
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt032015
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt032015
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt076460
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01328170
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01216922
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01378308
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt03417
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01904
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01904
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0242672
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0296354
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0296354
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01607415
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01548292
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01754123
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01607415
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01548292
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01607415
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01548292
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01766756
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0213403
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01550945
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt026501
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02408
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt087013
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01740255
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01766756
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.75
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02299
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0IRVIN M BADDOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1A MICHAEL SIDLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010711 RED RUN BLVD STE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19515 DEERCO ROAD SUITE 902
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OWINGS MILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TIMONIUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0211175138
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd121093
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt080167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt080992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt049697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt097355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt088482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt084156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt091701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.026916
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049936
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.053041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0825
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01740255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01846381
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01894007
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01804529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01685281
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01728870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0140150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.230328
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0139325
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0140150
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0825
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0140150
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0IRVIN M BADDOCK CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010711 RED RUN BLVD SUITE 101
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OWINGS MILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021117
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,548,292
Liabilities
$0
Net assets
$1,548,292
Revenue
$92,160
Expenses
$151,283
Net income
-$59,123
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.12$0.12$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.09$0.12$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.06$0.10$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.16$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.09$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.07$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.17$0.09$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.09$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.09$0.15$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.09$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.18$0.11$0.07
2013Summary only. Only limited summary data is available for this year.$1.52$0.00$0.09$0.10$0.01
2012Summary only. Only limited summary data is available for this year.$1.53$0.00$0.05$0.10$0.05
2011Summary only. Only limited summary data is available for this year.$1.58$0.00$0.06$0.10$0.04