Civic Intelligence

Delaware Careplan Inc.

990 • Fiscal year 2018 • EIN 51-0393486

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

76th percentile

0.07x

Higher debt load relative to assets than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

0.15x

Higher debt load relative to revenue than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

96th percentile

$68,158

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 45.1% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

61st percentile

8.6%

Faster revenue growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$317,789

Up $33,311 (+12%) from 2017

Net Assets

Up

$295,448

Up $11,105 (+3.9%) from 2017

Liabilities

Up

$22,341

Up $22,206 (+16449%) from 2017

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin75th percentile

Revenue

Up

$150,996

Up $11,958 (+8.6%) from 2017

Expenses

Up

$122,485

Up $3,267 (+2.7%) from 2017

Net Income

Up

$28,511

Up $8,691 (+44%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2018

Assets$317,789
Liabilities$22,341
Net Assets$295,448
Open 2018 Filing

Operations Trend

Revenue Growth61st 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

2018

Revenue$150,996
Expenses$122,485
Net Income$28,511
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$150,996
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$80,386$119,739▲ $39,353
Accounts Receivable$21,069$19,668▼ $1,401
Total Assets$284,478$317,789▲ $33,311
Other Assets Total$183,023$178,382▼ $4,641
Liabilities
Accounts Payable and Accrued Expenses$135$22,341▲ $22,206
Total Liabilities$135$22,341▲ $22,206
Net Assets / Fund Balance
Unrestricted Net Assets$284,343$295,448▲ $11,105
Total Net Assets Fund Balance$284,343$295,448▲ $11,105
Total Liabilities and Net Assets / Fund Balance$284,478$317,789▲ $33,311

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$178,382--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$170,392-▲ $12,765-$183,157
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 TimeBaseOtherTotal
Ellen BockmanExecutive DirectorFT$60,500$7,658$68,158

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
Mary Culley EsqSecretary
Scott Swenson EsqSecretary
Karly Laughlin CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$15,923
Program Service Revenue
$122,308
Investment Income
$12,765
Other Revenue
$0
All Other Contributions
$10,164
Change in Net Assets
$28,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$72,600
Other Expenses$49,885
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$53,844$14,314-$68,158
Fees for Services Accounting$4,254$1,131-$5,385
Payroll Taxes$3,509$933-$4,442
Insurance$2,001$532-$2,533
Travel$1,815$482-$2,297
Occupancy$1,645$437-$2,082
All Other Expenses$1,316$349-$1,665
Conferences and Meetings$1,131$301-$1,432
Other Expenses$474$126-$600
Office Expenses$461$122-$583
Advertising$277$74-$351
Total Functional Expenses$102,551$19,934$0$122,485
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$27,560
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
2019-11-15

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/OccupancyGrp/ProgramServicesAmt01645
IRS990/OccupancyGrp/TotalAmt02082
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0122
IRS990/OfficeExpensesGrp/ProgramServicesAmt0461
IRS990/OfficeExpensesGrp/TotalAmt0583
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0183023
IRS990/OtherAssetsTotalGrp/EOYAmt0178382
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CLIENT TAX PREPARATION
IRS990/OtherExpensesGrp/Desc1CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc2INTERNET ACCESS AND WEB
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0966
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1167
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2126
IRS990/OtherExpensesGrp/ProgramServicesAmt027560
IRS990/OtherExpensesGrp/ProgramServicesAmt13634
IRS990/OtherExpensesGrp/ProgramServicesAmt2630
IRS990/OtherExpensesGrp/ProgramServicesAmt3474
IRS990/OtherExpensesGrp/TotalAmt027560
IRS990/OtherExpensesGrp/TotalAmt14600
IRS990/OtherExpensesGrp/TotalAmt2797
IRS990/OtherExpensesGrp/TotalAmt3600
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0933
IRS990/PayrollTaxesGrp/ProgramServicesAmt03509
IRS990/PayrollTaxesGrp/TotalAmt04442
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/RelatedOrExemptFuncIncomeAmt089310
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt119500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28338
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt34060
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt089310
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt119500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28338
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34060
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41100
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08235
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07127
IRS990/PYOtherExpensesAmt043122
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0123676
IRS990/PYRevenuesLessExpensesAmt019820
IRS990/PYSalariesCompEmpBnftPaidAmt076096
IRS990/PYTotalExpensesAmt0119218
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0139038
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt028511
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0122308
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015923
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt089687
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt093475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0218625
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012765
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07127
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06473
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04094
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt030459
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0122308
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0123676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0105762
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0108568
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt096384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0556698
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012765
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07127
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06473
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt030459
IRS990ScheduleA/InvestmentIncomeCYPct00.03780
IRS990ScheduleA/InvestmentIncomePYPct00.02360
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96220
IRS990ScheduleA/PublicSupportPY509Pct00.97640
IRS990ScheduleA/PublicSupportTotal509Amt0775323
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0138231
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0131911
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0195449
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0119873
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0189859
IRS990ScheduleA/Total509Grp/TotalAmt0775323
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0150996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0139038
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0201922
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0123967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0189859
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0805782
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AdditionsDuringYearAmt01027689
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt011810523
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0170392
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0183157
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt012765
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0163265
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0170392
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07127
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt079421
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt077371
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0163265
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06473
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt075327
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt079421
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04094
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt072881
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt075327
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02446
IRS990ScheduleD/DistributionsDuringYearAmt02258580
IRS990ScheduleD/EndingBalanceAmt010579632
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0178382
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:

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$317,789
Liabilities
$22,341
Net assets
$295,448
Revenue
$150,996
Expenses
$122,485
Net income
$28,511
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
2018Detailed filing. Detailed filing data is available for this year.$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