Civic Intelligence

Inclusion Zone Inc. DBA for Memorial Legacy Committee

990 • Fiscal year 2022 • EIN 46-1931507

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 28, 2023

Organization Profilewww.fdrmemoriallegacy.com
1629 K St NW 300Washington, DC 20006

(202) 417-7082

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.78x

Higher debt load relative to assets than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

93rd percentile

0.59x

Higher debt load relative to revenue than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

70th percentile

19%

Higher net margin than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

100th percentile

916805%

Faster asset growth than 100% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$339,255

Up $339,218 (+916805%) from 2021

Net Assets

Up

$75,573

Up $75,536 (+204151%) from 2021

Liabilities

$263,682

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin70th percentile

Revenue

Up

$445,775

Up $445,775 from 2021

Expenses

$359,722

No earlier filing loaded for comparison.

Net Income

$86,053

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$400K$300K$200K$100K$0-$100KAssets 2013: $0Liabilities 2013: $700Net Assets 2013: -$7002013Assets 2014: $0Liabilities 2014: $413Net Assets 2014: -$4132014Assets 2015: $605Liabilities 2015: $865Net Assets 2015: -$2602015Assets 2016: $283Liabilities 2016: $1,096Net Assets 2016: -$8132016Assets 2017: $670Net Assets 2017: $6702017Assets 2018: $216Liabilities 2018: $926Net Assets 2018: -$7102018Assets 2019: $15Liabilities 2019: $925Net Assets 2019: -$9102019Assets 2020: $10Liabilities 2020: $1,125Net Assets 2020: -$1,1152020Assets 2021: $37Net Assets 2021: $372021Assets 2022: $339,255Liabilities 2022: $263,682Net Assets 2022: $75,5732022Assets 2023: $216,261Liabilities 2023: $6,848Net Assets 2023: $209,4132023Assets 2024: $172,583Liabilities 2024: $1,457Net Assets 2024: $171,1262024

Highlighted filing

2022

Assets$339,255
Liabilities$263,682
Net Assets$75,573
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2013: $500Expenses 2013: $1,200Net Income 2013: -$7002013Revenue 2014: $1,800Expenses 2014: $1,713Net Income 2014: $872014Revenue 2015: $1,500Expenses 2015: $1,347Net Income 2015: $1532015Revenue 2016: $1,150Expenses 2016: $1,703Net Income 2016: -$5532016Revenue 2017: $2,913Expenses 2017: $1,430Net Income 2017: $1,4832017Revenue 2018: $268Expenses 2018: $1,648Net Income 2018: -$1,3802018Revenue 2019: $139Expenses 2019: $339Net Income 2019: -$2002019Revenue 2020: $0Expenses 2020: $205Net Income 2020: -$2052020Revenue 2021: $02021Revenue 2022: $445,775Expenses 2022: $359,722Net Income 2022: $86,0532022Revenue 2023: $548,498Expenses 2023: $446,941Net Income 2023: $101,5572023Revenue 2024: $177,412Expenses 2024: $215,699Net Income 2024: -$38,2872024

Highlighted filing

2022

Revenue$445,775
Expenses$359,722
Net Income$86,053
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 28, 2023
Return Version
2022v5.0
Gross Receipts
$445,775
Mission and Program Overview

Mission

To provide education and resources to parents, families, and the general public that facilitate the full inclusion of children with disabilities in all areas of life.

To promote education about the fdr memorial, improve inclusion and accessibility, so all visitors can experience the memorial, and preserve the memorial for future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable-$202,804-
Cash and Non-Interest-Bearing Accounts$37$94,132▲ $94,095
Inventories for Sale or Use-$39,650-
Prepaid Expenses and Deferred Charges-$2,669-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Total Assets$37$339,255▲ $339,218
Other Assets Total-$0-
Liabilities
Deferred Revenue-$255,365-
Accounts Payable and Accrued Expenses-$8,317-
Total Liabilities$0$263,682▲ $263,682
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$37$75,573▲ $75,536
Total Net Assets Fund Balance$37$75,573▲ $75,536
Total Liabilities and Net Assets / Fund Balance$37$339,255▲ $339,218
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Helena BergerChairman
Jane DelandVice President
Arlene King BerryDirector
Christopher BellDirector
Mary Kay TurnerDirector
Mary E DolanExecutive Director
Carlos AvilaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$305,325
Program Service Revenue
$140,450
Investment Income
$0
Other Revenue
$0
All Other Contributions
$294,345
Change in Net Assets
$86,053

Noncash Contribution Practices

Property subject to holding requirements
Yes
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Works of Art1$39,650Appraisal
Total Noncash Contributions1$39,650-

Audited Revenue Reconciliation

Revenue per Audited Statements
$445,775
Total Revenue per Audited Statements
$445,775
Total Revenue per Form 990
$445,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$359,722
Total Fundraising Expense$4,627
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$12,881$12,648$3,976$29,505
Other Expenses$48,653$19,006-$19,006
Travel$7,250$650$651$8,551
Insurance-$2,336-$2,336
Occupancy-$1,406-$1,406
Total Functional Expenses$319,049$36,046$4,627$359,722

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$359,722
Total Expenses per Audited Statements$359,722
Total Expenses per Form 990$359,722
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 A, Line 4

“On january 1, 2022, inclusion zone assumed control of the fdr memorial legacy committee.”

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

“All board members review the form 990. Also, the finance committee reviews the 990 prior to the full board's review.”

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

“The board monitors this on a regular basis. A new conflict of interest form gets completed annually by every member of the board of directors.”

Form 990, Part VI, Section B, Line 15A

“The board reviews, discusses and, ultimately, approves all compensation agreements. Also, prior to determining the executive director's annual salary, the board conducts a compensation analysis.”

Form 990, Part VI, Section B, Line 15B

“All compensation agreements are reviewed, discussed, and, ultimatley, approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Inclusion Zone Dba
EIN
46-1931507
Phone
2024177082
Address
1629 K ST NW 300, WASHINGTON, DC 20006

Signing Officer

Name
Mary E Dolan
Title
Executive Director
Signed
2023-10-28
Discuss with paid preparer
Yes

Organization Details

Formed
2022
Legal Domicile
Dc
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
John J Wall CPA
Address
10432 Balls Ford Rd Ste 300, Manassas, VA 20109
Preparer
John J Wall CPA
Phone
7033991381
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“The organization's bylaws were changed and the organization commenced the services that are described in the program service accomplishments.”

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0140450
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0445775
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IRS990ScheduleD/ExpensesSubtotalAmt0359722
IRS990ScheduleD/RevenueSubtotalAmt0445775
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IRS990ScheduleD/TotalRevenuePerForm990Amt0445775
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IRS990ScheduleM/ThirdPartiesUsedInd0false
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IRS990ScheduleM/WorksOfArtGrp/NoncashContributionsRptF990Amt039650
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S BYLAWS WERE CHANGED AND THE ORGANIZATION COMMENCED THE SERVICES THAT ARE DESCRIBED IN THE PROGRAM SERVICE ACCOMPLISHMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ON JANUARY 1, 2022, INCLUSION ZONE ASSUMED CONTROL OF THE FDR MEMORIAL LEGACY COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL BOARD MEMBERS REVIEW THE FORM 990. ALSO, THE FINANCE COMMITTEE REVIEWS THE 990 PRIOR TO THE FULL BOARD'S REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD MONITORS THIS ON A REGULAR BASIS. A NEW CONFLICT OF INTEREST FORM GETS COMPLETED ANNUALLY BY EVERY MEMBER OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD REVIEWS, DISCUSSES AND, ULTIMATELY, APPROVES ALL COMPENSATION AGREEMENTS. ALSO, PRIOR TO DETERMINING THE EXECUTIVE DIRECTOR'S ANNUAL SALARY, THE BOARD CONDUCTS A COMPENSATION ANALYSIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL COMPENSATION AGREEMENTS ARE REVIEWED, DISCUSSED, AND, ULTIMATLEY, APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, Line 19
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IRS990/SignificantNewProgramSrvcInd0true
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0140450
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IRS990/TravelGrp/ProgramServicesAmt07250
IRS990/TravelGrp/TotalAmt08551
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01629 K ST NW 300
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020006
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IRS990/WebsiteAddressTxt0www.fdrmemoriallegacy.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY E DOLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INCLUSION ZONE DBA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FDR MEMORIAL LEGACY COMMITTEE
ReturnHeader/Filer/BusinessNameControlTxt0INCL
ReturnHeader/Filer/EIN0461931507
ReturnHeader/Filer/PhoneNum02024177082
ReturnHeader/Filer/USAddress/AddressLine1Txt01629 K ST NW 300
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020006
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473122741
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John J Wall CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010432 Balls Ford Rd Ste 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Manassas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020109

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$339,255
Liabilities
$263,682
Net assets
$75,573
Revenue
$445,775
Expenses
$359,722
Net income
$86,053
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.01$1.71$1.77$2.16$0.38
2023Detailed filing. Detailed filing data is available for this year.$2.16$0.07$2.09$5.48$4.47$1.02
2022Detailed filing. Detailed filing data is available for this year.$3.39$2.64$0.76$4.46$3.60$0.86
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$0.00$0.02$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.03$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$0.01$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.00$0.02$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.02$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$0.01$0.01$0.01