Civic Intelligence

Plan of Maryland DC Inc.

990 • Fiscal year 2023 • EIN 52-1422392

Oct 01, 2022 to Sep 30, 2023 • Filed on Apr 15, 2024

Organization ProfileWWW.PLANOFMD-DC.ORG

View Organization Page

604 South Frederick Avenue 411Gaithersburg, MD 20877

(301) 740-8444

Siviq Scores

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

Liabilities / Assets

91st percentile

0.91x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

99th percentile

27.76x

Higher debt load relative to revenue than 99% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

12th percentile

-22%

Higher net margin than 12% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

21st percentile

$95,145

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 19.9% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

44th percentile

4.3%

Faster asset growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-15%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$14,553,521

Up $600,356 (+4.3%) from 2022

Net Assets

Down

$1,296,421

Down $47,548 (-3.5%) from 2022

Liabilities

Up

$13,257,100

Up $647,904 (+5.1%) from 2022

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin12th percentile

Revenue

Down

$477,486

Down $82,201 (-15%) from 2022

Expenses

Up

$581,169

Up $18,907 (+3.4%) from 2022

Net Income

Down

-$103,683

Down $101,108 (-3927%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2023

Assets$14,553,521
Liabilities$13,257,100
Net Assets$1,296,421
Open 2023 Filing

Operations Trend

Revenue Growth20th 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

2023

Revenue$477,486
Expenses$581,169
Net Income-$103,683
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Apr 15, 2024
Return Version
2022v5.0
Gross Receipts
$512,398
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$774,347$766,584▼ $7,763
Savings and Temporary Cash Investments$615,832$627,100▲ $11,268
Land, Buildings, and Equipment, Net$453,761$430,403▼ $23,358
Cash and Non-Interest-Bearing Accounts$158,815$118,151▼ $40,664
Accounts Receivable$51,136$93,309▲ $42,173
Prepaid Expenses and Deferred Charges$23,984$37,072▲ $13,088
Total Assets$13,953,165$14,553,521▲ $600,356
Other Assets Total$11,875,290$12,480,902▲ $605,612
Liabilities
Other Liabilities$11,875,290$12,480,902▲ $605,612
Escrow Account Liability$584,933$602,298▲ $17,365
Mortgage Notes Payable Secured by Investment Property$139,590$132,360▼ $7,230
Accounts Payable and Accrued Expenses$9,383$41,540▲ $32,157
Total Liabilities$12,609,196$13,257,100▲ $647,904
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,343,969$1,296,421▼ $47,548
Total Net Assets Fund Balance$1,343,969$1,296,421▼ $47,548
Total Liabilities and Net Assets / Fund Balance$13,953,165$14,553,521▲ $600,356

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$429,764$283,453$713,217
Equipment$639$18,414$19,053
Other Assets Org$12,480,902--
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan VictoryExecutive DirectorFT$95,145$95,145

Board Members and Trustees

NameTitle
Steve WallacePresident
Dr Ruth Kevess-cohenVice President
Ann WexlerDirector
Dr Mariana KastrinakisDirector
Morris KleinDirector
Betty FerberSecretary
Peter MerrillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,046
Program Service Revenue
$445,860
Investment Income
$13,670
Other Revenue
$4,910
All Other Contributions
$9,276
Change in Net Assets
$-103,683

Audited Revenue Reconciliation

Revenue per Audited Statements
$473,430
Revenue Not Reported on Financial Statements
$4,056
Revenue Not Reported on Form 990
$89,559
Total Revenue per Audited Statements
$562,989
Total Revenue per Form 990
$477,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$331,266
Other Expenses$249,903
Total Fundraising Expense$2,318
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$212,534$61,381$1,301$275,216
Fees for Services Legal$50,878$15,850$301$67,029
Fees for Services Other$34,861$32,066$24$66,951
Insurance$29,158$9,084$173$38,415
Payroll Taxes$16,247$5,061$96$21,404
Occupancy$14,987$4,669$89$19,745
Depreciation Depletion$13,793$4,297$82$18,172
Other Employee Benefits$11,052$3,443$65$14,560
Current Officers, Directors, Trustees, and Key Employees$7,015$7,015-$14,030
Fees for Services Accounting$9,792$3,050$58$12,900
Other Expenses$5,629$1,753$33$7,415
Office Expenses$4,930$1,536$30$6,496
Pension Plan Contributions$4,597$1,432$27$6,056
Fees for Service Investment Mgmnt Fees-$4,056-$4,056
Total Functional Expenses$422,095$156,756$2,318$581,169

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$610,537
Total Expenses per Audited Statements$610,537
Total Expenses per Form 990$581,169
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-29,368
Other Expense Adjustments$-33,424
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$12,480,902
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
2024-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise Fike
Formed
1985
Legal Domicile
Md
Voting Board Members
7
Independent Board Members
7
Employees
5
Volunteers
7

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

“Professional fees: program service expenses 34,861. Management and general expenses 32,066. Fundraising expenses 24. Total expenses 66,951.”

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 2019, 2020 and 2021 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, 2023.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses netted with rental income 33,424.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“RENTAL EXPENSES -33,424.”

Raw XML AppendixShowing 400 of 480 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/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/BOYAmt0139590
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0132360
IRS990/NetAssetsOrFundBalancesBOYAmt01343969
IRS990/NetAssetsOrFundBalancesEOYAmt01296421
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1488
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1488
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-2635
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-2635
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt056135
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01343969
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01296421
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt089
IRS990/OccupancyGrp/ManagementAndGeneralAmt04669
IRS990/OccupancyGrp/ProgramServicesAmt014987
IRS990/OccupancyGrp/TotalAmt019745
IRS990/OfficeExpensesGrp/FundraisingAmt030
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01536
IRS990/OfficeExpensesGrp/ProgramServicesAmt04930
IRS990/OfficeExpensesGrp/TotalAmt06496
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011875290
IRS990/OtherAssetsTotalGrp/EOYAmt012480902
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt065
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03443
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011052
IRS990/OtherEmployeeBenefitsGrp/TotalAmt014560
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt039
IRS990/OtherExpensesGrp/FundraisingAmt133
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02063
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11753
IRS990/OtherExpensesGrp/ProgramServicesAmt06622
IRS990/OtherExpensesGrp/ProgramServicesAmt15629
IRS990/OtherExpensesGrp/TotalAmt08724
IRS990/OtherExpensesGrp/TotalAmt17415
IRS990/OtherLiabilitiesGrp/BOYAmt011875290
IRS990/OtherLiabilitiesGrp/EOYAmt012480902
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07545
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07545
IRS990/OtherRevenueTotalAmt07545
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01301
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt061381
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0212534
IRS990/OtherSalariesAndWagesGrp/TotalAmt0275216
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt096
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05061
IRS990/PayrollTaxesGrp/ProgramServicesAmt016247
IRS990/PayrollTaxesGrp/TotalAmt021404
IRS990/PensionPlanContributionsGrp/FundraisingAmt027
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01432
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04597
IRS990/PensionPlanContributionsGrp/TotalAmt06056
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023984
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037072
IRS990/PrincipalOfficerNm0DENISE FIKE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525920
IRS990/ProgramServiceRevenueGrp/Desc0CASE MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1TRUST MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0299017
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1146843
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0299017
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1146843
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt044082
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010807
IRS990/PYOtherExpensesAmt0103122
IRS990/PYOtherRevenueAmt0-17761
IRS990/PYProgramServiceRevenueAmt0522559
IRS990/PYRevenuesLessExpensesAmt0-2575
IRS990/PYSalariesCompEmpBnftPaidAmt0459140
IRS990/PYTotalExpensesAmt0562262
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0559687
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-103683
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-2635
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0449282
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0615832
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0627100
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2018 AMOUNT: $ 3,191. 2019 AMOUNT: $ 2,883. 2020 AMOUNT: $ 2,729. 2021 AMOUNT: $ 7,249. 2022 AMOUNT: $ 7,545.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt044082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0114056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt032120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt040975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0244279
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt045947
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03758
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05824
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt025795
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt093577
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0445860
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt07545
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt07249
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02729
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02883
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03191
IRS990ScheduleA/OtherIncome170Grp/TotalAmt023597
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67580
IRS990ScheduleA/PublicSupportPY170Pct00.79270
IRS990ScheduleA/PublicSupportTotal170Amt0244279
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013046
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt044082
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0114056
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt032120
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt040975
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0244279
IRS990ScheduleA/TotalSupportAmt0361453
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0429764
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0283453
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0713217
IRS990ScheduleD/EquipmentGrp/BookValueAmt0639
IRS990ScheduleD/EquipmentGrp/DepreciationAmt018414
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019053
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-29368
IRS990ScheduleD/ExpensesSubtotalAmt0610537
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt04056
IRS990ScheduleD/InvestmentExpensesNotIncldAmt04056
IRS990ScheduleD/NetUnrealizedGainsInvstAmt056135
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt012480902
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENTS HELD IN TRUST
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-33424
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012480902
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLIENT TRUST FUNDS
IRS990ScheduleD/OtherRevenueAmt033424
IRS990ScheduleD/RevenueNotReportedAmt089559
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt04056
IRS990ScheduleD/RevenueSubtotalAmt0473430
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 2019, 2020 AND 2021 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, 2023.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES NETTED WITH RENTAL INCOME 33,424.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3RENTAL EXPENSES -33,424.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0430403
IRS990ScheduleD/TotalBookValueOtherAssetsAmt012480902
IRS990ScheduleD/TotalExpensesPerForm990Amt0581169
IRS990ScheduleD/TotalLiabilityAmt012480902
IRS990ScheduleD/TotalRevenuePerForm990Amt0477486
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0562989
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0610537
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/ExplanationTxt7PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 34,861. MANAGEMENT AND GENERAL EXPENSES 32,066. FUNDRAISING EXPENSES 24. TOTAL EXPENSES 66,951.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToExcsTaxNetInvstIncInd00

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,553,521
Liabilities
$13,257,100
Net assets
$1,296,421
Revenue
$477,486
Expenses
$581,169
Net income
-$103,683
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