Civic Intelligence

Trustees of the MID Atlantic Regional Health Fund

990 • Fiscal year 2023 • EIN 25-1347607

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization ProfileN/A

View Organization Page

5735 Industry Lane Bldg C 101Frederick, MD 21704

(410) 659-2191

Siviq Scores

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

Liabilities / Assets

55th percentile

0.01x

Higher debt load relative to assets than 55% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

74th percentile

0.10x

Higher debt load relative to revenue than 74% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Net Margin

59th percentile

8.1%

Higher net margin than 59% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Asset Growth

64th percentile

10%

Faster asset growth than 64% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

93%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$2,586,119

Up $240,358 (+10%) from 2022

Net Assets

Up

$2,563,590

Up $255,550 (+11%) from 2022

Liabilities

Down

$22,529

Down $15,192 (-40%) from 2022

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin59th percentile

Revenue

Up

$221,206

Up $106,785 (+93%) from 2022

Expenses

Up

$203,311

Up $259 (+0.1%) from 2022

Net Income

Up

$17,895

Up $106,526 (+120%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,221,112Liabilities 2010: $30,990Net Assets 2010: $2,190,1222010Assets 2011: $2,209,673Liabilities 2011: $43,211Net Assets 2011: $2,166,4622011Assets 2012: $2,289,074Liabilities 2012: $80,367Net Assets 2012: $2,208,7072012Assets 2013: $2,347,100Liabilities 2013: $162,352Net Assets 2013: $2,184,7482013Assets 2014: $2,370,863Liabilities 2014: $272,390Net Assets 2014: $2,098,4732014Assets 2015: $2,055,655Liabilities 2015: $46,886Net Assets 2015: $2,008,7692015Assets 2016: $2,070,455Liabilities 2016: $50,115Net Assets 2016: $2,020,3402016Assets 2017: $2,212,488Liabilities 2017: $48,325Net Assets 2017: $2,164,1632017Assets 2018: $2,061,238Liabilities 2018: $24,143Net Assets 2018: $2,037,0952018Assets 2019: $2,312,204Liabilities 2019: $24,464Net Assets 2019: $2,287,7402019Assets 2020: $2,523,663Liabilities 2020: $25,552Net Assets 2020: $2,498,1112020Assets 2021: $2,617,703Liabilities 2021: $24,881Net Assets 2021: $2,592,8222021Assets 2022: $2,345,761Liabilities 2022: $37,721Net Assets 2022: $2,308,0402022Assets 2023: $2,586,119Liabilities 2023: $22,529Net Assets 2023: $2,563,5902023Assets 2024: $2,742,828Liabilities 2024: $10,034Net Assets 2024: $2,732,7942024

Highlighted filing

2023

Assets$2,586,119
Liabilities$22,529
Net Assets$2,563,590
Open 2023 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $407,8412010Expenses 2011: $499,4232011Expenses 2012: $599,4202012Revenue 2013: $453,221Expenses 2013: $617,925Net Income 2013: -$164,7042013Revenue 2014: $359,528Expenses 2014: $496,450Net Income 2014: -$136,9222014Revenue 2015: $226,620Expenses 2015: $232,345Net Income 2015: -$5,7252015Revenue 2016: $120,723Expenses 2016: $170,387Net Income 2016: -$49,6642016Revenue 2017: $150,007Expenses 2017: $160,032Net Income 2017: -$10,0252017Revenue 2018: $146,970Expenses 2018: $130,300Net Income 2018: $16,6702018Revenue 2019: $136,931Expenses 2019: $133,258Net Income 2019: $3,6732019Revenue 2020: $168,162Expenses 2020: $127,039Net Income 2020: $41,1232020Revenue 2021: $822,142Expenses 2021: $149,777Net Income 2021: $672,3652021Revenue 2022: $114,421Expenses 2022: $203,052Net Income 2022: -$88,6312022Revenue 2023: $221,206Expenses 2023: $203,311Net Income 2023: $17,8952023Revenue 2024: $314,542Expenses 2024: $195,619Net Income 2024: $118,9232024

Highlighted filing

2023

Revenue$221,206
Expenses$203,311
Net Income$17,895
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$1,079,550
Mission and Program Overview

Mission

To provide supplemental health benefits covering eligible participants employed under collective bargaining agreements with various employers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,308,040$2,563,590▲ $255,550
Investments in Publicly Traded Securities$2,302,819$2,550,769▲ $247,950
Accounts Receivable$38,516$18,300▼ $20,216
Savings and Temporary Cash Investments$2,410$12,566▲ $10,156
Prepaid Expenses and Deferred Charges$1,273$1,483▲ $210
Cash and Non-Interest-Bearing Accounts$641$1,458▲ $817
Land, Buildings, and Equipment, Net$102$0▼ $102
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,345,761$2,586,119▲ $240,358
Other Assets Total$0$1,543▲ $1,543
Liabilities
Other Liabilities$17,321$11,279▼ $6,042
Accounts Payable and Accrued Expenses$20,400$11,250▼ $9,150
Total Liabilities$37,721$22,529▼ $15,192
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,308,040$2,563,590▲ $255,550
Total Liabilities and Net Assets / Fund Balance$2,345,761$2,586,119▲ $240,358

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$5,541$5,541
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Patrick Jones SrChairperson
Joe SibaTrustee
Patrick Jones JrTrustee
Reggie TabbTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$162,832
Investment Income
$58,374
Other Revenue
$0
Change in Net Assets
$17,895

Audited Revenue Reconciliation

Revenue per Audited Statements
$206,710
Revenue Not Reported on Financial Statements
$14,496
Revenue Not Reported on Form 990
$237,655
Total Revenue per Audited Statements
$444,365
Total Revenue per Form 990
$221,206
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$143,322
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---$59,989
Fees for Services Accounting---$12,446
Fees for Services Legal---$7,000
Insurance---$3,766
All Other Expenses---$1,947
Other Expenses---$1,500
Office Expenses---$1,153
Depreciation Depletion---$101
Total Functional Expenses$0$0$0$203,311

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$203,311
Expenses per Audited Statements$187,482
Total Expenses per Audited Statements$187,482
Expenses Not Reported on Financial Statements$15,829
Other Expense Adjustments$1,333
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Unpaid Claims$10,900
Due to Mid Atlantic Regional Joint Board$379
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 return was emailed to the fund's trustees for their review prior to its filing.”

Form 990, Part VI, Section B, Line 12C

“Annually, each trustee & administrator shall sign a statement affirming receipt of the conflict of interest policy, the fact that they understand the policy and that they have complied with the policy.”

Form 990, Part VI, Section B, Line 15

“The organization does not pay compensation to its top management or to key employees.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Trustees of the Mid Atlantic
EIN
25-1347607
Phone
4106592191
Address
5735 INDUSTRY LANE BLDG C 101, FREDERICK, MD 21704

Signing Officer

Name
Patrick Jones Jr
Title
Interim Director
Phone
4106202191
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Jones Jr
Formed
1976
Legal Domicile
Md
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Rogoff & Company Pc
Address
355 LEXINGTON AVENUE 6TH FLOOR, NEW YORK, NY 10017-6603
Preparer
Abdellatif Elmaghrabi
Phone
2125575666
Supplemental Narrative

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Claims incurred but not reported”

Raw XML Appendix324 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt020400
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011250
IRS990/AccountsReceivableGrp/BOYAmt038516
IRS990/AccountsReceivableGrp/EOYAmt018300
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS COVERING ELIGIBLE PARTICIPANTS EMPLOYED UNDER COLLECTIVE BARGAINING AGREEMENTS WITH VARIOUS EMPLOYERS.
IRS990/AllOtherExpensesGrp/TotalAmt01947
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt059989
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE FUND OFFICE
IRS990/BooksInCareOfDetail/PhoneNum04106592191
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05735 INDUSTRY LANE SUITE 101
IRS990/BooksInCareOfDetail/USAddress/CityNm0FREDERICK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021701
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0641
IRS990/CashNonInterestBearingGrp/EOYAmt01458
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt059989
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt058374
IRS990/CYOtherExpensesAmt0143322
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0162832
IRS990/CYRevenuesLessExpensesAmt017895
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0203311
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0221206
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0101
IRS990/Desc0TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS COVERING ELIGIBLE PARTICIPANTS EMPLOYED UNDER COLLECTIVE BARGAINING AGREEMENTS WITH VARIOUS EMPLOYERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt012446
IRS990/FeesForServicesLegalGrp/TotalAmt07000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0JOE SIBA
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICK JONES SR
IRS990/Form990PartVIISectionAGrp/PersonNm2PATRICK JONES JR
IRS990/Form990PartVIISectionAGrp/PersonNm3REGGIE TABB
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-26377
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0831967
IRS990/GrossReceiptsAmt01079550
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt03766
IRS990/InvestmentIncomeGrp/ExclusionAmt084751
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt084751
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02302819
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02550769
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05541
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0102
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt05541
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0858344
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS COVERING ELIGIBLE PARTICIPANTS EMPLOYED UNDER COLLECTIVE BARGAINING AGREEMENTS WITH VARIOUS EMPLOYERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02308040
IRS990/NetAssetsOrFundBalancesEOYAmt02563590
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-26377
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-26377
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0237655
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt01153
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt01543
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ALLOCATED PAYROLL & REL
IRS990/OtherExpensesGrp/Desc1INVESTMENT MONITORING
IRS990/OtherExpensesGrp/Desc2ALLOCATED COMMON EXPENS
IRS990/OtherExpensesGrp/Desc3COMPUTER EXPENSE
IRS990/OtherExpensesGrp/TotalAmt090101
IRS990/OtherExpensesGrp/TotalAmt114496
IRS990/OtherExpensesGrp/TotalAmt210812
IRS990/OtherExpensesGrp/TotalAmt31500
IRS990/OtherLiabilitiesGrp/BOYAmt017321
IRS990/OtherLiabilitiesGrp/EOYAmt011279
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01273
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01483
IRS990/PrincipalOfficerNm0PATRICK JONES JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0150142
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112690
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0150142
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112690
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS COVERING ELIGIBLE PARTICIPANTS EMPLOYED UNDER COLLECTIVE BARGAINING AGREEMENTS WITH VARIOUS EMPLOYERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt059313
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-57339
IRS990/PYOtherExpensesAmt0143739
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0171760
IRS990/PYRevenuesLessExpensesAmt0-88631
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0203052
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0114421
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt017895
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02563590
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02410
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012566
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05541
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05541
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt015829
IRS990ScheduleD/ExpensesSubtotalAmt0187482
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt014496
IRS990ScheduleD/InvestmentExpensesNotIncldAmt014496
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0237655
IRS990ScheduleD/OtherExpensesNotIncludedAmt01333
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1379
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESTIMATED UNPAID CLAIMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO MID ATLANTIC REGIONAL JOINT BOARD
IRS990ScheduleD/RevenueNotReportedAmt0237655
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt014496
IRS990ScheduleD/RevenueSubtotalAmt0206710
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0203311
IRS990ScheduleD/TotalLiabilityAmt011279
IRS990ScheduleD/TotalRevenuePerForm990Amt0221206
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0444365
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0187482
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN WAS EMAILED TO THE FUND'S TRUSTEES FOR THEIR REVIEW PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY, EACH TRUSTEE & ADMINISTRATOR SHALL SIGN A STATEMENT AFFIRMING RECEIPT OF THE CONFLICT OF INTEREST POLICY, THE FACT THAT THEY UNDERSTAND THE POLICY AND THAT THEY HAVE COMPLIED WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT PAY COMPENSATION TO ITS TOP MANAGEMENT OR TO KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02345761
IRS990/TotalAssetsEOYAmt02586119
IRS990/TotalAssetsGrp/BOYAmt02345761
IRS990/TotalAssetsGrp/EOYAmt02586119
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0203311
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt037721
IRS990/TotalLiabilitiesEOYAmt022529
IRS990/TotalLiabilitiesGrp/BOYAmt037721
IRS990/TotalLiabilitiesGrp/EOYAmt022529
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02308040
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02563590
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0162832
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt058374
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0162832
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0221206
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02345761
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02586119
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05735 INDUSTRY LANE BLDG C 101
IRS990/USAddress/CityNm0FREDERICK
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021704
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK JONES JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INTERIM DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04106202191
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUSTEES OF THE MID ATLANTIC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0REGIONAL HEALTH FUND
ReturnHeader/Filer/BusinessNameControlTxt0MIDA
ReturnHeader/Filer/EIN0251347607
ReturnHeader/Filer/PhoneNum04106592191
ReturnHeader/Filer/USAddress/AddressLine1Txt05735 INDUSTRY LANE BLDG C 101
ReturnHeader/Filer/USAddress/CityNm0FREDERICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021704
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132688836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGOFF & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 LEXINGTON AVENUE 6TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100176603
ReturnHeader/PreparerPersonGrp/PhoneNum02125575666
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABDELLATIF ELMAGHRABI
ReturnHeader/ReturnTs02024-11-14T18:21:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,586,119
Liabilities
$22,529
Net assets
$2,563,590
Revenue
$221,206
Expenses
$203,311
Net income
$17,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.01$2.73$0.31$0.20$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.59$0.02$2.56$0.22$0.20$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.35$0.04$2.31$0.11$0.20$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.62$0.02$2.59$0.82$0.15$0.67
2020Detailed filing. Detailed filing data is available for this year.$2.52$0.03$2.50$0.17$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.31$0.02$2.29$0.14$0.13$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.02$2.04$0.15$0.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.21$0.05$2.16$0.15$0.16$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.07$0.05$2.02$0.12$0.17$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.05$2.01$0.23$0.23$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.37$0.27$2.10$0.36$0.50$0.14
2013Detailed filing. Detailed filing data is available for this year.$2.35$0.16$2.18$0.45$0.62$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.08$2.21$0.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.04$2.17$0.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.03$2.19$0.41