Civic Intelligence

Delaware Careplan Inc.

990 • Fiscal year 2017 • EIN 51-0393486

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization ProfileWWW.DELAWARECAREPLAN.ORG
PO Box 1223Middletown, DE 19709

(302) 633-4000

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

96th percentile

$71,639

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 51.5% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

59th percentile

7.8%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-31%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$284,478

Up $20,578 (+7.8%) from 2016

Net Assets

Up

$284,343

Up $29,568 (+12%) from 2016

Liabilities

Down

$135

Down $8,990 (-99%) from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin69th percentile

Revenue

Down

$139,038

Down $62,884 (-31%) from 2016

Expenses

Up

$119,218

Up $7,304 (+6.5%) from 2016

Net Income

Down

$19,820

Down $70,188 (-78%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$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

2017

Assets$284,478
Liabilities$135
Net Assets$284,343
Open 2017 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$139,038
Expenses$119,218
Net Income$19,820
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$139,038
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$90,956$80,386▼ $10,570
Accounts Receivable$6,796$21,069▲ $14,273
Total Assets$263,900$284,478▲ $20,578
Other Assets Total$166,148$183,023▲ $16,875
Liabilities
Accounts Payable and Accrued Expenses$9,125$135▼ $8,990
Total Liabilities$9,125$135▼ $8,990
Net Assets / Fund Balance
Unrestricted Net Assets$254,775$284,343▲ $29,568
Total Net Assets Fund Balance$254,775$284,343▲ $29,568
Total Liabilities and Net Assets / Fund Balance$263,900$284,478▲ $20,578

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$183,023--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$163,265-▲ $7,127-$170,392
2016$79,421$77,371▲ $6,473-$163,265
2015$75,327-▲ $4,094-$79,421
2014-$72,881▲ $2,446-$75,327
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ellen BockmanExecutive DirectorFT$71,639$71,639

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
Evangeline AustinBoard of Directors
Joanna Reiver EsqBoard of Directors
Lanny Edelsohn MdBoard of Directors
P Kristen Bennett EsqBoard of Directors
Patrick SullivanBoard of Directors
Ranga Ram MdBoard of Directors
Scott Swenson EsqBoard of Directors
Mary Culley EsqSecretary
Karly Laughlin CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,235
Program Service Revenue
$123,676
Investment Income
$7,127
Other Revenue
$0
All Other Contributions
$3,476
Change in Net Assets
$19,820
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$76,096
Other Expenses$43,122
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$56,595$15,044-$71,639
Payroll Taxes$3,521$936-$4,457
Insurance$1,930$512-$2,442
Fees for Services Accounting$1,778$473-$2,251
All Other Expenses$1,675$445-$2,120
Occupancy$1,522$404-$1,926
Office Expenses$1,138$303-$1,441
Travel$827$220-$1,047
Conferences and Meetings$556$148-$704
Advertising$538$143-$681
Other Expenses$474$126-$600
Total Functional Expenses$99,517$19,701$0$119,218
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Stephen Ritchie Is a Director of the Firm. Karly Laughlin Is an Employee.Preparation of Income Tax Returns for Trusts Which Delaware Careplan, Inc. Serves as Trustee.No$23,920
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, is a director of the organization which employs the treasurer, karly a. Laughlin, cpa.”

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

“The treasurer and the executive director review prior to filing.”

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
2018-11-14

Organization Details

Principal Officer
Gary H Heckert
Formed
1999
Legal Domicile
De
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
1
Supplemental Narrative

Additional Explanations

FORM 990, 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.”

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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/TitleTxt2EXECUTIVE VICE PRESIDENT
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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0166148
IRS990/OtherAssetsTotalGrp/EOYAmt0183023
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CLIENT TAX PREPARATION
IRS990/OtherExpensesGrp/Desc1CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0947
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1126
IRS990/OtherExpensesGrp/ProgramServicesAmt023920
IRS990/OtherExpensesGrp/ProgramServicesAmt13563
IRS990/OtherExpensesGrp/ProgramServicesAmt21480
IRS990/OtherExpensesGrp/ProgramServicesAmt3474
IRS990/OtherExpensesGrp/TotalAmt023920
IRS990/OtherExpensesGrp/TotalAmt14510
IRS990/OtherExpensesGrp/TotalAmt21480
IRS990/OtherExpensesGrp/TotalAmt3600
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0936
IRS990/PayrollTaxesGrp/ProgramServicesAmt03521
IRS990/PayrollTaxesGrp/TotalAmt04457
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GARY H HECKERT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0TRUST MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1RENEWAL FEES
IRS990/ProgramServiceRevenueGrp/Desc2CASE MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc3ENROLLMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc4ACTIVATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt086548
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt119800
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28138
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt37540
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt086548
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt119800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28138
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37540
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41650
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt089687
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06473
IRS990/PYOtherExpensesAmt037298
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0105762
IRS990/PYRevenuesLessExpensesAmt090008
IRS990/PYSalariesCompEmpBnftPaidAmt074616
IRS990/PYTotalExpensesAmt0111914
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0201922
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt019820
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0123676
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt089687
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt093475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0215981
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07127
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06473
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04094
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt017694
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0123676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0105762
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0108568
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt096384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt081402
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0515792
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07127
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06473
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt017694
IRS990ScheduleA/InvestmentIncomeCYPct00.02360
IRS990ScheduleA/InvestmentIncomePYPct00.01500
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97640
IRS990ScheduleA/PublicSupportPY509Pct00.98500
IRS990ScheduleA/PublicSupportTotal509Amt0731773
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0131911
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0195449
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0119873
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0189859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt094681
IRS990ScheduleA/Total509Grp/TotalAmt0731773
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0139038
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0201922
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0123967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0189859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt094681
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0749467
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AdditionsDuringYearAmt02943138
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt09554473
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0163265
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0170392
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt07127
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt079421
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt077371
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0163265
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06473
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt075327
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt079421
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04094
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt072881
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt075327
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02446
IRS990ScheduleD/DistributionsDuringYearAmt0687088
IRS990ScheduleD/EndingBalanceAmt011810523
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0183023
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BOARD DESIGNATED ENDOWMENT FUND
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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 1B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0183023
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0BELFINT LYONS & SHUMANPA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0STEPHEN RITCHIE IS A DIRECTOR OF THE FIRM. KARLY LAUGHLIN IS AN EMPLOYEE.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt023920
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PREPARATION OF INCOME TAX RETURNS FOR TRUSTS WHICH DELAWARE CAREPLAN, INC. SERVES AS TRUSTEE.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FOR 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE VICE PRESIDENT, STEPHEN D. RITCHIE, CPA, IS A DIRECTOR OF THE ORGANIZATION WHICH EMPLOYS THE TREASURER, KARLY A. LAUGHLIN, CPA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TREASURER AND THE EXECUTIVE DIRECTOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EVERY BOARD MEETING, BOARD MEMBERS ARE ASKED WHETHER THEY HAVE ANY CONFLICTS OF INTEREST THAT NEED TO BE DISCLOSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 2B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$284,478
Liabilities
$135
Net assets
$284,343
Revenue
$139,038
Expenses
$119,218
Net income
$19,820
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
2017Detailed filing. Detailed filing data is available for this year.$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