Civic Intelligence

Plan of Maryland DC Inc.

990 • Fiscal year 2020 • EIN 52-1422392

Oct 01, 2019 to Sep 30, 2020 • Filed on Mar 30, 2021

Organization ProfileWWW.PLANOFMD-DC.ORG

View Organization Page

604 South Frederick Avenue No 411Gaithersburg, MD 20877

(301) 740-8444

Siviq Scores

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

Liabilities / Assets

90th percentile

0.91x

Higher debt load relative to assets than 90% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

98th percentile

27.17x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

23rd percentile

-6.0%

Higher net margin than 23% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$17,932

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

81st percentile

28%

Faster asset growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-13%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$14,534,220

Up $3,203,233 (+28%) from 2019

Net Assets

Down

$1,251,630

Down $34,113 (-2.7%) from 2019

Liabilities

Up

$13,282,590

Up $3,237,346 (+32%) from 2019

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin23rd percentile

Revenue

Down

$488,869

Down $70,988 (-13%) from 2019

Expenses

Up

$518,108

Up $29,789 (+6.1%) from 2019

Net Income

Down

-$29,239

Down $100,777 (-141%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$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

2020

Assets$14,534,220
Liabilities$13,282,590
Net Assets$1,251,630
Open 2020 Filing

Operations Trend

Revenue Growth25th percentile

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

2020

Revenue$488,869
Expenses$518,108
Net Income-$29,239
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Mar 30, 2021
Return Version
2019v5.2
Gross Receipts
$522,874
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$730,700$731,650▲ $950
Savings and Temporary Cash Investments$567,323$582,646▲ $15,323
Land, Buildings, and Equipment, Net$522,211$499,785▼ $22,426
Cash and Non-Interest-Bearing Accounts$107,726$180,876▲ $73,150
Accounts Receivable$52,212$42,484▼ $9,728
Prepaid Expenses and Deferred Charges$13,536$17,060▲ $3,524
Total Assets$11,330,987$14,534,220▲ $3,203,233
Other Assets Total$9,337,279$12,479,719▲ $3,142,440
Liabilities
Other Liabilities$9,337,279$12,479,719▲ $3,142,440
Escrow Account Liability$543,841$562,381▲ $18,540
Mortgage Notes Payable Secured by Investment Property$150,565$226,427▲ $75,862
Accounts Payable and Accrued Expenses$13,559$14,063▲ $504
Total Liabilities$10,045,244$13,282,590▲ $3,237,346
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,285,743$1,251,630▼ $34,113
Total Net Assets Fund Balance$1,285,743$1,251,630▼ $34,113
Total Liabilities and Net Assets / Fund Balance$11,330,987$14,534,220▲ $3,203,233

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$495,411$217,806$713,217
Equipment$4,374$17,207$21,581
Other Assets Org$12,479,719--
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bernard RaicheExecutive DirectorFT$17,334$598$17,932

Board Members and Trustees

NameTitle
Steve WallacePresident
Claire WallaceDirector
Dr Mariana KastrinakisDirector
Maryellen HowarthDirector
Stephanie J GroganDirector
Ann WexlerSecretary
Peter MerrillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$32,120
Program Service Revenue
$451,724
Investment Income
$5,824
Other Revenue
$-799
All Other Contributions
$15,605
Change in Net Assets
$-29,239

Audited Revenue Reconciliation

Revenue per Audited Statements
$522,874
Revenue Not Reported on Financial Statements
$-34,005
Revenue Not Reported on Form 990
$-4,874
Other Revenue Adjustments
$-34,005
Total Revenue per Audited Statements
$518,000
Total Revenue per Form 990
$488,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$425,356
Other Expenses$92,752
Total Fundraising Expense$1,815
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$234,023$65,779$1,290$301,092
Current Officers, Directors, Trustees, and Key Employees$33,202$33,202-$66,404
Payroll Taxes$21,889$8,107$106$30,102
Occupancy$15,095$5,592$73$20,760
Other Employee Benefits$14,236$5,273$69$19,578
Depreciation Depletion$13,171$4,879$64$18,114
Fees for Services Accounting$8,180$3,030$39$11,249
Insurance$8,101$3,001$39$11,141
Office Expenses$6,783$2,512$33$9,328
Pension Plan Contributions$5,948$2,203$29$8,180
Advertising$3,936$1,458$19$5,413
All Other Expenses$3,147$683$9$3,839
Other Expenses$1,649$611$8$2,268
Fees for Services Other$658$244$3$905
Total Functional Expenses$377,096$139,197$1,815$518,108

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$552,113
Total Expenses per Audited Statements$552,113
Total Expenses per Form 990$518,108
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-34,005
Other Expense Adjustments$-34,005
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$12,479,719
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 NO 411, GAITHERSBURG, MD 20877

Signing Officer

Name
Dr Steve Wallace
Title
Board President
Phone
3017408444
Signed
2021-03-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Steve Wallace
Formed
1985
Legal Domicile
Md
Voting Board Members
7
Independent Board Members
7
Employees
6
Volunteers
7

Preparer

Firm
Lswg Pa
Address
1803 RESEARCH BLVD SUITE 404, 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 2016, 2017 and 2018 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 september 30, 2020.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Rental expenses netted with rental income -34,005.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“RENTAL EXPENSES -34,005.”

Raw XML AppendixShowing 400 of 475 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-3682
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4874
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01285743
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01251630
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt073
IRS990/OccupancyGrp/ManagementAndGeneralAmt05592
IRS990/OccupancyGrp/ProgramServicesAmt015095
IRS990/OccupancyGrp/TotalAmt020760
IRS990/OfficeExpensesGrp/FundraisingAmt033
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02512
IRS990/OfficeExpensesGrp/ProgramServicesAmt06783
IRS990/OfficeExpensesGrp/TotalAmt09328
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09337279
IRS990/OtherAssetsTotalGrp/EOYAmt012479719
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt069
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05273
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014236
IRS990/OtherEmployeeBenefitsGrp/TotalAmt019578
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/Desc3EVENTS AND GIFTS
IRS990/OtherExpensesGrp/FundraisingAmt014
IRS990/OtherExpensesGrp/FundraisingAmt111
IRS990/OtherExpensesGrp/FundraisingAmt29
IRS990/OtherExpensesGrp/FundraisingAmt38
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01077
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1818
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2728
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3611
IRS990/OtherExpensesGrp/ProgramServicesAmt02906
IRS990/OtherExpensesGrp/ProgramServicesAmt12208
IRS990/OtherExpensesGrp/ProgramServicesAmt21964
IRS990/OtherExpensesGrp/ProgramServicesAmt31649
IRS990/OtherExpensesGrp/TotalAmt03997
IRS990/OtherExpensesGrp/TotalAmt13037
IRS990/OtherExpensesGrp/TotalAmt22701
IRS990/OtherExpensesGrp/TotalAmt32268
IRS990/OtherLiabilitiesGrp/BOYAmt09337279
IRS990/OtherLiabilitiesGrp/EOYAmt012479719
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02883
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02883
IRS990/OtherRevenueTotalAmt02883
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01290
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt065779
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0234023
IRS990/OtherSalariesAndWagesGrp/TotalAmt0301092
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0106
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08107
IRS990/PayrollTaxesGrp/ProgramServicesAmt021889
IRS990/PayrollTaxesGrp/TotalAmt030102
IRS990/PensionPlanContributionsGrp/FundraisingAmt029
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02203
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05948
IRS990/PensionPlanContributionsGrp/TotalAmt08180
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013536
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017060
IRS990/PrincipalOfficerNm0DR STEVE WALLACE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CASE MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1TRUST MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0316116
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1135608
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0316116
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1135608
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt040975
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt020679
IRS990/PYOtherExpensesAmt095928
IRS990/PYOtherRevenueAmt01740
IRS990/PYProgramServiceRevenueAmt0496463
IRS990/PYRevenuesLessExpensesAmt071538
IRS990/PYSalariesCompEmpBnftPaidAmt0392391
IRS990/PYTotalExpensesAmt0488319
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0559857
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-29239
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-3682
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0450925
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0567323
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0582646
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2015 AMOUNT: $ 2,090. 2016 AMOUNT: $ 3,537. 2017 AMOUNT: $ 898. 2018 AMOUNT: $ 3,191. 2019 AMOUNT: $ 2,883.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt032120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt076926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt049041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt047300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0246362
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05824
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt025795
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015999
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011817
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023001
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt082436
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02883
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03191
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0898
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03537
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02090
IRS990ScheduleA/OtherIncome170Grp/TotalAmt012599
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72160
IRS990ScheduleA/PublicSupportPY170Pct00.65250
IRS990ScheduleA/PublicSupportTotal170Amt0246362
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt032120
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt076926
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt049041
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt047300
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0246362
IRS990ScheduleA/TotalSupportAmt0341397
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0495411
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0217806
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0713217
IRS990ScheduleD/EquipmentGrp/BookValueAmt04374
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017207
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021581
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-34005
IRS990ScheduleD/ExpensesSubtotalAmt0552113
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-4874
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt012479719
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENTS HELD IN TRUST
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-34005
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012479719
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLIENT TRUST FUNDS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-34005
IRS990ScheduleD/RevenueNotReportedAmt0-4874
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-34005
IRS990ScheduleD/RevenueSubtotalAmt0522874
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 2016, 2017 AND 2018 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 SEPTEMBER 30, 2020.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES NETTED WITH RENTAL INCOME -34,005.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3RENTAL EXPENSES -34,005.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0499785
IRS990ScheduleD/TotalBookValueOtherAssetsAmt012479719
IRS990ScheduleD/TotalExpensesPerForm990Amt0518108
IRS990ScheduleD/TotalLiabilityAmt012479719
IRS990ScheduleD/TotalRevenuePerForm990Amt0488869
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0518000
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0552113
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED AT ALL MEETINGS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PLAN'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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MD

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,534,220
Liabilities
$13,282,590
Net assets
$1,251,630
Revenue
$488,869
Expenses
$518,108
Net income
-$29,239
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