Civic Intelligence

Delaware Careplan Inc.

990 • Fiscal year 2019 • EIN 51-0393486

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

32nd percentile

-3.7%

Higher net margin than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

97th percentile

$81,498

Higher top officer pay than 97% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

38th percentile

-3.4%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-10%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$307,038

Down $10,751 (-3.4%) from 2018

Net Assets

Up

$297,782

Up $2,334 (+0.8%) from 2018

Liabilities

Down

$9,256

Down $13,085 (-59%) from 2018

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin32nd percentile

Revenue

Down

$135,433

Down $15,563 (-10%) from 2018

Expenses

Up

$140,443

Up $17,958 (+15%) from 2018

Net Income

Down

-$5,010

Down $33,521 (-118%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2019

Assets$307,038
Liabilities$9,256
Net Assets$297,782
Open 2019 Filing

Operations Trend

Revenue Growth34th 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

2019

Revenue$135,433
Expenses$140,443
Net Income-$5,010
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$318,590
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$119,739$110,307▼ $9,432
Accounts Receivable$19,668$4,551▼ $15,117
Total Assets$317,789$307,038▼ $10,751
Other Assets Total$178,382$192,180▲ $13,798
Liabilities
Accounts Payable and Accrued Expenses$22,341$9,256▼ $13,085
Total Liabilities$22,341$9,256▼ $13,085
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$295,448$297,782▲ $2,334
Total Net Assets Fund Balance$295,448$297,782▲ $2,334
Total Liabilities and Net Assets / Fund Balance$317,789$307,038▼ $10,751

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$192,180--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$183,157-▲ $6,454-$189,611
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
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Ellen BockmanExecutive DirectorFT$81,498$81,498

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
Gerard Gallucci MdBoard of Directors
Lanny Edelsohn MdBoard of Directors
P Kristen Bennett EsqBoard of Directors
Patrick SullivanBoard of Directors
Ranga Ram MdBoard of Directors
Scott Swenson EsqSecretary
Karly Laughlin CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,531
Program Service Revenue
$122,449
Investment Income
$6,453
Other Revenue
$0
All Other Contributions
$3,056
Change in Net Assets
$-5,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$86,884
Other Expenses$53,559
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$64,383$17,115-$81,498
Fees for Services Accounting$4,484$1,192-$5,676
Payroll Taxes$4,255$1,131-$5,386
Travel$2,487$661-$3,148
Insurance$2,019$537-$2,556
Occupancy$1,989$529-$2,518
Conferences and Meetings$1,247$331-$1,578
Office Expenses$966$257-$1,223
All Other Expenses$926$248-$1,174
Other Expenses$474$126-$600
Advertising$79$21-$100
Total Functional Expenses$116,946$23,497$0$140,443
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
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, is a director of the organization which employs the treasurer, karly a. Laughlin, cpa.”

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

“The treasurer reviews 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
2020-11-16

Organization Details

Principal Officer
Gary H Heckert
Formed
1999
Legal Domicile
De
Voting Board Members
12
Independent Board Members
12
Employees
1
Volunteers
1
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.”

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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/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0178382
IRS990/OtherAssetsTotalGrp/EOYAmt0192180
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CLIENT TAX PREPARATION
IRS990/OtherExpensesGrp/Desc1CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc2INTERNET ACCESS AND WEB
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01159
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1190
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2126
IRS990/OtherExpensesGrp/ProgramServicesAmt028565
IRS990/OtherExpensesGrp/ProgramServicesAmt14359
IRS990/OtherExpensesGrp/ProgramServicesAmt2713
IRS990/OtherExpensesGrp/ProgramServicesAmt3474
IRS990/OtherExpensesGrp/TotalAmt028565
IRS990/OtherExpensesGrp/TotalAmt15518
IRS990/OtherExpensesGrp/TotalAmt2903
IRS990/OtherExpensesGrp/TotalAmt3600
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01131
IRS990/PayrollTaxesGrp/ProgramServicesAmt04255
IRS990/PayrollTaxesGrp/TotalAmt05386
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/RelatedOrExemptFuncIncomeAmt088148
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt119250
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29751
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt34640
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4660
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt088148
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt119250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29751
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34640
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4660
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt015923
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012765
IRS990/PYOtherExpensesAmt049885
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0122308
IRS990/PYRevenuesLessExpensesAmt028511
IRS990/PYSalariesCompEmpBnftPaidAmt072600
IRS990/PYTotalExpensesAmt0122485
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0150996
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-5010
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0122449
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015923
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt089687
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0131680
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06454
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012765
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07127
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06473
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04094
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt036913
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0122450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0122308
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0123676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0105762
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0108568
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0582764
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06454
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012765
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07127
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06473
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt036913
IRS990ScheduleA/InvestmentIncomeCYPct00.04910
IRS990ScheduleA/InvestmentIncomePYPct00.03780
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95090
IRS990ScheduleA/PublicSupportPY509Pct00.96220
IRS990ScheduleA/PublicSupportTotal509Amt0714444
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0128980
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0138231
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0131911
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0195449
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0119873
IRS990ScheduleA/Total509Grp/TotalAmt0714444
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0135434
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0150996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0139038
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0201922
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0123967
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0751357
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AdditionsDuringYearAmt01879077
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt010579632
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0183157
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0189611
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt06454
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0170392
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0183157
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012765
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0163265
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0170392
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07127
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt079421
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt077371
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0163265
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06473
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt075327
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt079421
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04094
IRS990ScheduleD/DistributionsDuringYearAmt0887752
IRS990ScheduleD/EndingBalanceAmt011570957
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0192180
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/TotalBookValueOtherAssetsAmt0192180
IRS990/ScheduleJRequiredInd00
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.

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$307,038
Liabilities
$9,256
Net assets
$297,782
Revenue
$135,433
Expenses
$140,443
Net income
-$5,010
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
2019Detailed filing. Detailed filing data is available for this year.$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