Civic Intelligence

Delaware Careplan Inc

EIN 51-0393486 • 501(c)3 • Middletown, DE

Profile

Act as advocate & monitor services to beneficiaries of care plan trusts

PO Box 1223Middletown, DE 19709

www.delawarecareplan.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.15x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$99,957

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 60.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

45th percentile

2.2%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-87%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$2,078,213

Up $45,661 (+2.2%) from 2023

Liabilities

Up

$25,492

Up $9,372 (+58%) from 2023

Net Assets

Up

$2,052,721

Up $36,289 (+1.8%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin76th percentile

Revenue

Down

$166,166

Down $1,139,649 (-87%) from 2023

Expenses

Up

$127,869

Up $8,411 (+7.0%) from 2023

Net Income

Down

$38,297

Down $1,148,060 (-97%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $93,969Liabilities 2010: $34,920Net Assets 2010: $59,0492010Assets 2011: $67,428Liabilities 2011: $12,233Net Assets 2011: $55,1952011Assets 2012: $103,389Liabilities 2012: $43,575Net Assets 2012: $59,8142012Assets 2013: $61,669Liabilities 2013: $321Net Assets 2013: $61,3482013Assets 2014: $214,924Liabilities 2014: $68,851Net Assets 2014: $146,0732014Assets 2015: $161,884Liabilities 2015: $0Net Assets 2015: $161,8842015Assets 2016: $263,900Liabilities 2016: $9,125Net Assets 2016: $254,7752016Assets 2017: $284,478Liabilities 2017: $135Net Assets 2017: $284,3432017Assets 2018: $317,789Liabilities 2018: $22,341Net Assets 2018: $295,4482018Assets 2019: $307,038Liabilities 2019: $9,256Net Assets 2019: $297,7822019Assets 2020: $344,789Liabilities 2020: $7,242Net Assets 2020: $337,5472020Assets 2021: $367,060Liabilities 2021: $24,123Net Assets 2021: $342,9372021Assets 2022: $837,851Liabilities 2022: $7,776Net Assets 2022: $830,0752022Assets 2023: $2,032,552Liabilities 2023: $16,120Net Assets 2023: $2,016,4322023Assets 2024: $2,078,213Liabilities 2024: $25,492Net Assets 2024: $2,052,7212024

Highlighted filing

2024

Assets$2,078,213
Liabilities$25,492
Net Assets$2,052,721
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2010: $112,881Expenses 2010: $82,586Net Income 2010: $30,2952010Revenue 2011: $88,521Expenses 2011: $92,375Net Income 2011: -$3,8542011Revenue 2012: $93,016Expenses 2012: $88,397Net Income 2012: $4,6192012Revenue 2013: $94,681Expenses 2013: $93,147Net Income 2013: $1,5342013Revenue 2014: $192,304Expenses 2014: $107,579Net Income 2014: $84,7252014Revenue 2015: $123,968Expenses 2015: $108,157Net Income 2015: $15,8112015Revenue 2016: $201,922Expenses 2016: $111,914Net Income 2016: $90,0082016Revenue 2017: $139,038Expenses 2017: $119,218Net Income 2017: $19,8202017Revenue 2018: $150,996Expenses 2018: $122,485Net Income 2018: $28,5112018Revenue 2019: $135,433Expenses 2019: $140,443Net Income 2019: -$5,0102019Revenue 2020: $169,746Expenses 2020: $133,135Net Income 2020: $36,6112020Revenue 2021: $150,837Expenses 2021: $139,725Net Income 2021: $11,1122021Revenue 2022: $634,718Expenses 2022: $147,580Net Income 2022: $487,1382022Revenue 2023: $1,305,815Expenses 2023: $119,458Net Income 2023: $1,186,3572023Revenue 2024: $166,166Expenses 2024: $127,869Net Income 2024: $38,2972024

Highlighted filing

2024

Revenue$166,166
Expenses$127,869
Net Income$38,297
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,078,213
Liabilities
$25,492
Net assets
$2,052,721
Revenue
$166,166
Expenses
$127,869
Net income
$38,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.03$2.05$0.17$0.13$0.04
2023Summary only. Only limited summary data is available for this year.$2.03$0.02$2.02$1.31$0.12$1.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.01$0.83$0.63$0.15$0.49
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.02$0.34$0.15$0.14$0.01
2020Summary only. Only limited summary data is available for this year.$0.34$0.01$0.34$0.17$0.13$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.01$0.30$0.14$0.14$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.02$0.30$0.15$0.12$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$0.14$0.12$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.01$0.25$0.20$0.11$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.12$0.11$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.07$0.15$0.19$0.11$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.09$0.09$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.04$0.06$0.09$0.09$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.01$0.06$0.09$0.09$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.03$0.06$0.11$0.08$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$166,166
Mission and Program Overview

Mission

Act as advocate & monitor services to beneficiaries of care plan trusts

To act as an advocate and to monitor services provided by various public agencies to individuals with special needs who are beneficiaries of care plan trusts during and beyond the lifetime of the individual's parents/family.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$157,591$196,902▲ $39,311
Accounts Receivable$43,175$39,875▼ $3,300
Total Assets$2,032,552$2,078,213▲ $45,661
Other Assets Total$1,831,786$1,841,436▲ $9,650
Liabilities
Accounts Payable and Accrued Expenses$16,120$25,492▲ $9,372
Total Liabilities$16,120$25,492▲ $9,372
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,016,432$2,052,721▲ $36,289
Total Net Assets Fund Balance$2,016,432$2,052,721▲ $36,289
Total Liabilities and Net Assets / Fund Balance$2,032,552$2,078,213▲ $45,661

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,841,436--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,834,786-▲ $14,170-$1,841,435
2023$688,921$1,145,475▲ $1,180-$1,834,786
2022$199,501$499,074▲ $346-$688,921
2021$192,951-▲ $6,550-$199,501
2020$189,611-▲ $3,340-$192,951
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Ellen BockmanExecutive DirectorFT$99,957$99,957

Board Members and Trustees

NameTitle
Gary H HeckertPresident
Kurt M LandgrafPresident Emeritus
Stephen D Ritchie CPAExecutive Vice President
Cindy Szabo EsqBoard of Directors
Cynthia Brown Jd TepBoard of Directors
Gerard Gallucci MdBoard of Directors
Leslie DipietroBoard of Directors
Michele L Muldoon EsqBoard of Directors
P Kristen Bennett EsqBoard of Directors
Patrick SullivanBoard of Directors
Scott Swenson EsqSecretary
Karly Laughlin CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,162
Program Service Revenue
$133,484
Investment Income
$19,520
Other Revenue
$0
All Other Contributions
$4,686
Change in Net Assets
$38,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$107,923
Other Expenses$19,440
Grants and Similar Amounts Paid$506
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$78,965$20,991-$99,956
Payroll Taxes$6,294$1,673-$7,967
Fees for Services Other$6,203$1,649-$7,852
Insurance$2,286$608-$2,894
Occupancy$2,193$583-$2,776
Office Expenses$1,156$307-$1,463
Fees for Service Investment Mgmnt Fees$1,112--$1,112
Conferences and Meetings$766$204-$970
All Other Expenses$437$118-$555
Grants to Domestic Individuals$506--$506
Information Technology$261$69-$330
Other Expenses$205$54-$259
Total Functional Expenses$101,355$26,514$0$127,869
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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 2

“The vice president, stephen d. Ritchie, cpa, and treasurer, karly a. Laughlin, cpa are directors of the same organization.”

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

“The return is reviewed by the treasurer.”

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

“Every board meeting, board members are asked whether they have any conflicts of interest that need to be disclosed.”

Form 990, Part VI, Section C, Line 19

“The governing documents and the conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
Delaware Careplan Inc
EIN
51-0393486
Phone
3026334000
Address
PO BOX 1223, MIDDLETOWN, DE 19709

Signing Officer

Name
Karly Laughlin
Title
Treasurer
Phone
3026334000
Signed
2025-11-17

Organization Details

Principal Officer
Gary H Heckert
Formed
1999
Legal Domicile
De
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
0
Supplemental Narrative

Additional Explanations

Part V, Line 2B

“For administrative convenience and cost savings, an unrelated nonprofit (the arc of delaware) pays for the salary of the sole employee of delaware careplan, inc. And issues the required payroll filings. Delaware careplan, inc. Reimburses this nonprofit for the full costs.”

Financial Statement Notes

PART IV, LINE 1B:

“Delaware careplan, inc. Serves as trustee for special needs trusts that benefit individuals with disabilities. These trusts allow disabled individuals and their family to fund trusts that otherwise would be considered assets that may disqualify them from crucial governmental benefits. Delaware careplan, inc. Facilitates the sound administration of contributions by allowing families to obtain professional investment management through pooled contributions, thereby maximizing the return on investment.”

Raw XML AppendixShowing 400 of 488 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT EMERITUS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DELAWARE CAREPLAN, INC. SERVES AS TRUSTEE FOR SPECIAL NEEDS TRUSTS THAT BENEFIT INDIVIDUALS WITH DISABILITIES. THESE TRUSTS ALLOW DISABLED INDIVIDUALS AND THEIR FAMILY TO FUND TRUSTS THAT OTHERWISE WOULD BE CONSIDERED ASSETS THAT MAY DISQUALIFY THEM FROM CRUCIAL GOVERNMENTAL BENEFITS. DELAWARE CAREPLAN, INC. FACILITATES THE SOUND ADMINISTRATION OF CONTRIBUTIONS BY ALLOWING FAMILIES TO OBTAIN PROFESSIONAL INVESTMENT MANAGEMENT THROUGH POOLED CONTRIBUTIONS, THEREBY MAXIMIZING THE RETURN ON INVESTMENT.

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