Civic Intelligence

Plan of MDDC Inc

EIN 52-1422392 • 501(c)3 • Gaithersburg, MD

View Organization Page

Profile

To enable individuals with disabilities to maximize their potential for independence and quality of life through coordinated service and programs that emphasize long term planning, case management, family services, and financial management.

604 South Frederick Avenue 411Gaithersburg, MD 20877

www.planofmd-dc.org

Siviq Scores

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

Liabilities / Assets

91st percentile

0.91x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

27.82x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

4th percentile

-86%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

7th percentile

-17%

Faster asset growth than 7% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-17%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$12,098,150

Down $2,455,371 (-17%) from 2023

Liabilities

Down

$11,015,903

Down $2,241,197 (-17%) from 2023

Net Assets

Down

$1,082,247

Down $214,174 (-17%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin4th percentile

Revenue

Down

$395,948

Down $81,538 (-17%) from 2023

Expenses

Up

$735,031

Up $153,862 (+26%) from 2023

Net Income

Down

-$339,083

Down $235,400 (-227%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $3,223,509Liabilities 2011: $2,337,976Net Assets 2011: $885,5332011Assets 2012: $6,140,460Liabilities 2012: $5,136,084Net Assets 2012: $1,004,3762012Assets 2013: $6,886,643Liabilities 2013: $5,760,831Net Assets 2013: $1,125,8122013Assets 2014: $7,356,149Liabilities 2014: $6,186,669Net Assets 2014: $1,169,4802014Assets 2015: $7,942,480Liabilities 2015: $6,852,129Net Assets 2015: $1,090,3512015Assets 2016: $9,555,251Liabilities 2016: $8,448,921Net Assets 2016: $1,106,3302016Assets 2017: $8,482,278Liabilities 2017: $7,313,746Net Assets 2017: $1,168,5322017Assets 2018: $9,467,570Liabilities 2018: $8,227,703Net Assets 2018: $1,239,8672018Assets 2019: $11,330,987Liabilities 2019: $10,045,244Net Assets 2019: $1,285,7432019Assets 2020: $14,534,220Liabilities 2020: $13,282,590Net Assets 2020: $1,251,6302020Assets 2021: $16,738,116Liabilities 2021: $15,162,948Net Assets 2021: $1,575,1682021Assets 2022: $13,953,165Liabilities 2022: $12,609,196Net Assets 2022: $1,343,9692022Assets 2023: $14,553,521Liabilities 2023: $13,257,100Net Assets 2023: $1,296,4212023Assets 2024: $12,098,150Liabilities 2024: $11,015,903Net Assets 2024: $1,082,2472024

Highlighted filing

2024

Assets$12,098,150
Liabilities$11,015,903
Net Assets$1,082,247
Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $477,4752011Revenue 2012: $514,050Expenses 2012: $497,377Net Income 2012: $16,6732012Expenses 2013: $534,8612013Revenue 2014: $570,171Expenses 2014: $564,406Net Income 2014: $5,7652014Revenue 2015: $612,813Expenses 2015: $592,753Net Income 2015: $20,0602015Revenue 2016: $561,600Expenses 2016: $585,413Net Income 2016: -$23,8132016Revenue 2017: $577,257Expenses 2017: $575,472Net Income 2017: $1,7852017Revenue 2018: $595,272Expenses 2018: $583,968Net Income 2018: $11,3042018Revenue 2019: $559,857Expenses 2019: $488,319Net Income 2019: $71,5382019Revenue 2020: $488,869Expenses 2020: $518,108Net Income 2020: -$29,2392020Revenue 2021: $596,740Expenses 2021: $530,813Net Income 2021: $65,9272021Revenue 2022: $559,687Expenses 2022: $562,262Net Income 2022: -$2,5752022Revenue 2023: $477,486Expenses 2023: $581,169Net Income 2023: -$103,6832023Revenue 2024: $395,948Expenses 2024: $735,031Net Income 2024: -$339,0832024

Highlighted filing

2024

Revenue$395,948
Expenses$735,031
Net Income-$339,083
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,098,150
Liabilities
$11,015,903
Net assets
$1,082,247
Revenue
$395,948
Expenses
$735,031
Net income
-$339,083
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.1$11.0$1.08$0.40$0.74$0.34
2023Detailed filing. Detailed filing data is available for this year.$14.6$13.3$1.30$0.48$0.58$0.10
2022Detailed filing. Detailed filing data is available for this year.$14.0$12.6$1.34$0.56$0.56$0.00
2021Detailed filing. Detailed filing data is available for this year.$16.7$15.2$1.58$0.60$0.53$0.07
2020Detailed filing. Detailed filing data is available for this year.$14.5$13.3$1.25$0.49$0.52$0.03
2019Detailed filing. Detailed filing data is available for this year.$11.3$10.0$1.29$0.56$0.49$0.07
2018Detailed filing. Detailed filing data is available for this year.$9.47$8.23$1.24$0.60$0.58$0.01
2017Detailed filing. Detailed filing data is available for this year.$8.48$7.31$1.17$0.58$0.58$0.00
2016Detailed filing. Detailed filing data is available for this year.$9.56$8.45$1.11$0.56$0.59$0.02
2015Detailed filing. Detailed filing data is available for this year.$7.94$6.85$1.09$0.61$0.59$0.02
2014Detailed filing. Detailed filing data is available for this year.$7.36$6.19$1.17$0.57$0.56$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.89$5.76$1.13$0.53
2012Summary only. Only limited summary data is available for this year.$6.14$5.14$1.00$0.51$0.50$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$2.34$0.89$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 23, 2025
Return Version
2024v5.2
Gross Receipts
$601,925
Mission and Program Overview

Mission

To enable individuals with disabilities to maximize their potential for independence and quality of life through coordinated service and programs that emphasize long term planning, case management, family services, and financial managment.

To enable individuals with disabilities to maximize their potential for independence and quality of life through coordinated service and programs that emphasize long term planning, case management, family services, and financial management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$850,848$789,796▼ $61,052
Savings and Temporary Cash Investments$669,984$789,426▲ $119,442
Land, Buildings, and Equipment, Net$424,681$153,209▼ $271,472
Cash and Non-Interest-Bearing Accounts$55,624$99,674▲ $44,050
Accounts Receivable$82,069$70,466▼ $11,603
Prepaid Expenses and Deferred Charges$29,033$21,311▼ $7,722
Total Assets$12,415,412$12,098,150▼ $317,262
Other Assets Total$10,303,173$10,174,268▼ $128,905
Liabilities
Other Liabilities$10,301,259$10,229,591▼ $71,668
Escrow Account Liability$643,645$627,033▼ $16,612
Mortgage Notes Payable Secured by Investment Property$132,446$124,146▼ $8,300
Accounts Payable and Accrued Expenses$8,701$35,133▲ $26,432
Total Liabilities$11,086,051$11,015,903▼ $70,148
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,329,361$1,082,247▼ $247,114
Total Net Assets Fund Balance$1,329,361$1,082,247▼ $247,114
Total Liabilities and Net Assets / Fund Balance$12,415,412$12,098,150▼ $317,262

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$149,833$53,424$203,257
Equipment$3,376$15,467$18,843
Other Assets Org$10,174,268--
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Ken HoeferPresident
Michael LevineVice President
Alex ZarzeckiDirector
David GoldfarbDirector
Fred WhitonDirector
Mallory LettDirector
May-lis ManleyDirector
Morris KleinDirector
Natasha LudwigDirector
Denise FikeInterim Executive Director
Betty FerberSecretary
Peter MerrillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,562
Program Service Revenue
$400,720
Investment Income
$41,626
Other Revenue
$-54,960
All Other Contributions
$8,562
Change in Net Assets
$-339,083

Audited Revenue Reconciliation

Revenue per Audited Statements
$395,948
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$158,474
Total Revenue per Audited Statements
$554,422
Total Revenue per Form 990
$395,948
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$316,792
Grants and Similar Amounts Paid$255,291
Other Expenses$162,948
Total Fundraising Expense$1,827
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$215,856$58,178$1,139$275,173
Grants to Domestic Orgs$255,291--$255,291
Insurance$35,462$9,558$187$45,207
Fees for Services Other$1,699$33,014$9$34,722
Other Employee Benefits$16,527$4,455$87$21,069
Payroll Taxes$16,120$4,345$85$20,550
Fees for Services Accounting$10,119$2,727$53$12,899
Occupancy$7,246$1,953$38$9,237
Office Expenses$4,966$1,338$26$6,330
Other Expenses$4,455$1,201$24$5,680
Depreciation Depletion$3,084$831$16$3,931
Fees for Services Legal$149$40$1$190
Total Functional Expenses$601,391$131,813$1,827$735,031

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$790,322
Total Expenses per Audited Statements$790,322
Total Expenses per Form 990$735,031
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-55,291
Other Expense Adjustments$-55,291
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First Maryland Disability TrustLutherville, MD-Aseet Transfer$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Trust Funds$10,229,591
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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 wife of the current president of the board also joined the board of directors in november 2011. Also, the board treasurer and his wife are both members of the board of directors.”

Form 990, Part VI, Section A, Line 6

“The organization has approximately 130 non-equity members who are invited to attend the annual meeting and vote to elect the member of the board. Decisions of the board are not subject to the approval by the members.”

Form 990, Part VI, Section A, Line 7A

“The members vote to elect the members of the governing board, but the decisions of the governing board are not subject to approval by the members.”

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

“Form 990 is provided to all members of the governing board for review and approval prior to filing with the irs.”

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

“Compliance with the conflict of interest policy is monitored at all meetings of the board of directors.”

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

“Compensation of the executive director is approved by the board of directors after review of appropriate comparability data for salaries paid by similar organizations in the washington dc metropolitan area.”

Form 990, Part VI, Section C, Line 19

“Plan's governing documents are on file with the maryland dept. Of assessments & taxation. Copies can be ordered from the department, or can be requested from plan. Plan's audit and form 990 are provided to the united way of the national capital area, and are available by request from plan. Plan's 990 is also available on guidestar.”

Filing and Contact Details

Filer

Filer Name
Plan of Mddc Inc
EIN
52-1422392
Phone
3017408444
Address
604 SOUTH FREDERICK AVENUE 411, GAITHERSBURG, MD 20877

Signing Officer

Name
Denise Fike
Title
Executive Director
Phone
3017408444
Signed
2025-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise Fike
Formed
1985
Legal Domicile
Md
Voting Board Members
11
Independent Board Members
11
Employees
4
Volunteers
11

Preparer

Firm
Lswg Pa
Address
1801 RESEARCH BLVD SUITE 320, ROCKVILLE, MD 20850
Preparer
C Eva Webb
Phone
3016629200
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“Act on the request of parents of disabled individuals to provide trust services for those individuals in disbursing their funds for daily living expenses. The parents are provided a written accounting of the use of their funds on a monthly basis.”

PART X, LINE 2:

“Plan has evaluated its tax positions for all open tax years. Currently, the tax years open and subject to examination by the internal revenue service are the 2021, 2022 and 2023 tax years. However, plan is not currently under audit nor have they been contacted by any jurisdiction. Based on the evaluation of plan's tax positions, management believes all tax positions taken would be upheld under an examination. Therefore, no provision for the effects of uncertain tax positions have been recorded for the fiscal years ended december 31, 2024.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses netted with rental income 55,291.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“RENTAL EXPENSES -55,291.”

Raw XML AppendixShowing 400 of 519 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt08701
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt035133
IRS990/AccountsReceivableGrp/BOYAmt082069
IRS990/AccountsReceivableGrp/EOYAmt070466
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ENABLE INDIVIDUALS WITH DISABILITIES TO MAXIMIZE THEIR POTENTIAL FOR INDEPENDENCE AND QUALITY OF LIFE THROUGH COORDINATED SERVICE AND PROGRAMS THAT EMPHASIZE LONG TERM PLANNING, CASE MANAGEMENT, FAMILY SERVICES, AND FINANCIAL MANAGEMENT.
IRS990/AllOtherContributionsAmt08562
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SHARON FLORWICK
IRS990/BooksInCareOfDetail/PhoneNum03017408444
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0604 SOUTH FREDERICK AVENUE 411
IRS990/BooksInCareOfDetail/USAddress/CityNm0GAITHERSBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020877
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt055624
IRS990/CashNonInterestBearingGrp/EOYAmt099674
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt08562
IRS990/CYGrantsAndSimilarPaidAmt0255291
IRS990/CYInvestmentIncomeAmt041626
IRS990/CYOtherExpensesAmt0162948
IRS990/CYOtherRevenueAmt0-54960
IRS990/CYProgramServiceRevenueAmt0400720
IRS990/CYRevenuesLessExpensesAmt0-339083
IRS990/CYSalariesCompEmpBnftPaidAmt0316792
IRS990/CYTotalExpensesAmt0735031
IRS990/CYTotalFundraisingExpenseAmt01827
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0395948
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt016
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0831
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03084
IRS990/DepreciationDepletionGrp/TotalAmt03931
IRS990/Desc0ACT IN LIEU OF PARENTS TO ESTABLISH A PERSONAL LONG-TERM PLAN OF CARE FOR DISABLED INDIVIDUALS AND MONITORING, PROVIDING CASE MANAGEMENT, AND PROVIDING TRUST SERVICES FOR THOSE CLIENTS THAT ARE BENEFICIARIES OF TRUSTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt0643645
IRS990/EscrowAccountLiabilityGrp/EOYAmt0627033
IRS990/ExpenseAmt0601391
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt053
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02727
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt010119
IRS990/FeesForServicesAccountingGrp/TotalAmt012899
IRS990/FeesForServicesLegalGrp/FundraisingAmt01
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt040
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0149
IRS990/FeesForServicesLegalGrp/TotalAmt0190
IRS990/FeesForServicesOtherGrp/FundraisingAmt09
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt033014
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01699
IRS990/FeesForServicesOtherGrp/TotalAmt034722
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0KEN HOEFER
IRS990/Form990PartVIISectionAGrp/PersonNm1NATASHA LUDWIG
IRS990/Form990PartVIISectionAGrp/PersonNm2MAY-LIS MANLEY
IRS990/Form990PartVIISectionAGrp/PersonNm3MORRIS KLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm4BETTY FERBER
IRS990/Form990PartVIISectionAGrp/PersonNm5PETER MERRILL
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL LEVINE
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID GOLDFARB
IRS990/Form990PartVIISectionAGrp/PersonNm8FRED WHITON
IRS990/Form990PartVIISectionAGrp/PersonNm9MALLORY LETT
IRS990/Form990PartVIISectionAGrp/PersonNm10ALEX ZARZECKI
IRS990/Form990PartVIISectionAGrp/PersonNm11DENISE FIKE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11INTERIM EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt030998
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0255291
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0255291
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0255291
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0181684
IRS990/GrossReceiptsAmt0601925
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0187
IRS990/InsuranceGrp/ManagementAndGeneralAmt09558
IRS990/InsuranceGrp/ProgramServicesAmt035462
IRS990/InsuranceGrp/TotalAmt045207
IRS990/InvestmentIncomeGrp/ExclusionAmt010628
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010628
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0850848
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0789796
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt068891
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0424681
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0153209
IRS990/LandBldgEquipCostOrOtherBssAmt0222100
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0150686
IRS990/LessRentalExpensesGrp/RealAmt055291
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENABLE INDIVIDUALS WITH DISABILITIES TO MAXIMIZE THEIR POTENTIAL FOR INDEPENDENCE AND QUALITY OF LIFE THROUGH COORDINATED SERVICE AND PROGRAMS THAT EMPHASIZE LONG TERM PLANNING, CASE MANAGEMENT, FAMILY SERVICES, AND FINANCIAL MANAGEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0132446
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0124146
IRS990/NetAssetsOrFundBalancesBOYAmt01329361
IRS990/NetAssetsOrFundBalancesEOYAmt01082247
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt030998
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt030998
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-55291
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-55291
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0103183
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01329361
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01082247
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt038
IRS990/OccupancyGrp/ManagementAndGeneralAmt01953
IRS990/OccupancyGrp/ProgramServicesAmt07246
IRS990/OccupancyGrp/TotalAmt09237
IRS990/OfficeExpensesGrp/FundraisingAmt026
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01338
IRS990/OfficeExpensesGrp/ProgramServicesAmt04966
IRS990/OfficeExpensesGrp/TotalAmt06330
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010303173
IRS990/OtherAssetsTotalGrp/EOYAmt010174268
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt087
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04455
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt016527
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021069
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2CREDIT LOSSES
IRS990/OtherExpensesGrp/Desc3CONDO DUES
IRS990/OtherExpensesGrp/FundraisingAmt088
IRS990/OtherExpensesGrp/FundraisingAmt174
IRS990/OtherExpensesGrp/FundraisingAmt224
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04517
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13682
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25974
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31201
IRS990/OtherExpensesGrp/ProgramServicesAmt016761
IRS990/OtherExpensesGrp/ProgramServicesAmt113656
IRS990/OtherExpensesGrp/ProgramServicesAmt24455
IRS990/OtherExpensesGrp/TotalAmt021366
IRS990/OtherExpensesGrp/TotalAmt117412
IRS990/OtherExpensesGrp/TotalAmt25974
IRS990/OtherExpensesGrp/TotalAmt35680
IRS990/OtherLiabilitiesGrp/BOYAmt010301259
IRS990/OtherLiabilitiesGrp/EOYAmt010229591
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0331
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0331
IRS990/OtherRevenueTotalAmt0331
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01139
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt058178
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0215856
IRS990/OtherSalariesAndWagesGrp/TotalAmt0275173
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt085
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04345
IRS990/PayrollTaxesGrp/ProgramServicesAmt016120
IRS990/PayrollTaxesGrp/TotalAmt020550
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029033
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021311
IRS990/PrincipalOfficerNm0DENISE FIKE
IRS990/PriorPeriodAdjustmentsAmt0-11214
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525920
IRS990/ProgramServiceRevenueGrp/Desc0CASE MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1TRUST MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0287408
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1113312
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0287408
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1113312
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05828
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04531
IRS990/PYOtherExpensesAmt044835
IRS990/PYOtherRevenueAmt0-4990
IRS990/PYProgramServiceRevenueAmt0106357
IRS990/PYRevenuesLessExpensesAmt0-46793
IRS990/PYSalariesCompEmpBnftPaidAmt0113684
IRS990/PYTotalExpensesAmt0158519
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0111726
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-339083
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-55291
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0400720
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0669984
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0789426
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2020 AMOUNT: $ 2,729. 2021 AMOUNT: $ 7,249. 2022 AMOUNT: $ 7,545. 2023 AMOUNT: $ 176. 2024 AMOUNT: $ 331.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08562
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05828
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt044082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0114056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0185574
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010628
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02502
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt045947
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03758
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt075088
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0992937
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0331
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0176
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt07545
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt07249
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02729
IRS990ScheduleA/OtherIncome170Grp/TotalAmt018030
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66590
IRS990ScheduleA/PublicSupportPY170Pct00.69710
IRS990ScheduleA/PublicSupportTotal170Amt0185574
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08562
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05828
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013046
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt044082
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0114056
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0185574
IRS990ScheduleA/TotalSupportAmt0278692
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/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0149833
IRS990ScheduleD/BuildingsGrp/DepreciationAmt053424
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0203257
IRS990ScheduleD/EquipmentGrp/BookValueAmt03376
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015467
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018843
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-55291
IRS990ScheduleD/ExpensesSubtotalAmt0790322
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0103183
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt010174268
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENTS HELD IN TRUST
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-55291
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010229591
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLIENT TRUST FUNDS
IRS990ScheduleD/OtherRevenueAmt055291
IRS990ScheduleD/RevenueNotReportedAmt0158474
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0395948
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACT ON THE REQUEST OF PARENTS OF DISABLED INDIVIDUALS TO PROVIDE TRUST SERVICES FOR THOSE INDIVIDUALS IN DISBURSING THEIR FUNDS FOR DAILY LIVING EXPENSES. THE PARENTS ARE PROVIDED A WRITTEN ACCOUNTING OF THE USE OF THEIR FUNDS ON A MONTHLY BASIS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PLAN HAS EVALUATED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS. CURRENTLY, THE TAX YEARS OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE ARE THE 2021, 2022 AND 2023 TAX YEARS. HOWEVER, PLAN IS NOT CURRENTLY UNDER AUDIT NOR HAVE THEY BEEN CONTACTED BY ANY JURISDICTION. BASED ON THE EVALUATION OF PLAN'S TAX POSITIONS, MANAGEMENT BELIEVES ALL TAX POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAVE BEEN RECORDED FOR THE FISCAL YEARS ENDED DECEMBER 31, 2024.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES NETTED WITH RENTAL INCOME 55,291.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.