Civic Intelligence

Benedictine School for Exceptional Children Foundation Inc.

990 • Fiscal year 2017 • EIN 52-1479494

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

14299 Benedictine LaneRidgely, MD 21660

(410) 634-2112

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.08x

Higher debt load relative to assets than 32% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.65x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

62nd percentile

$214,023

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

81%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$21,491,476

Up $1,993,830 (+10%) from 2016

Net Assets

Up

$19,879,024

Up $2,855,091 (+17%) from 2016

Liabilities

Down

$1,612,452

Down $861,261 (-35%) from 2016

Revenue

Up

$2,482,884

Up $1,112,452 (+81%) from 2016

Expenses

Up

$1,441,093

Up $233,840 (+19%) from 2016

Net Income

Up

$1,041,791

Up $878,612 (+538%) from 2016

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2009: $13,701,097Liabilities 2009: $118,032Net Assets 2009: $13,583,0652009Assets 2010: $14,389,503Liabilities 2010: $127,452Net Assets 2010: $14,262,0512010Assets 2011: $16,089,111Liabilities 2011: $200,136Net Assets 2011: $15,888,9752011Assets 2012: $14,720,985Liabilities 2012: $36,027Net Assets 2012: $14,684,9582012Assets 2013: $16,702,925Liabilities 2013: $75,220Net Assets 2013: $16,627,7052013Assets 2014: $19,335,051Liabilities 2014: $1,100,978Net Assets 2014: $18,234,0732014Assets 2015: $19,218,600Liabilities 2015: $1,795,870Net Assets 2015: $17,422,7302015Assets 2016: $19,497,646Liabilities 2016: $2,473,713Net Assets 2016: $17,023,9332016Assets 2017: $21,491,476Liabilities 2017: $1,612,452Net Assets 2017: $19,879,0242017Assets 2018: $21,887,931Liabilities 2018: $1,168,179Net Assets 2018: $20,719,7522018Assets 2019: $22,097,318Liabilities 2019: $1,251,196Net Assets 2019: $20,846,1222019Assets 2020: $21,840,817Liabilities 2020: $1,608,494Net Assets 2020: $20,232,3232020Assets 2021: $25,949,349Liabilities 2021: $1,599,821Net Assets 2021: $24,349,5282021Assets 2022: $24,749,350Liabilities 2022: $1,651,622Net Assets 2022: $23,097,7282022Assets 2023: $26,899,800Liabilities 2023: $980,542Net Assets 2023: $25,919,2582023Assets 2024: $26,141,402Liabilities 2024: $49,754Net Assets 2024: $26,091,6482024

Highlighted filing

2017

Assets$21,491,476
Liabilities$1,612,452
Net Assets$19,879,024

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2009: $3,235,255Expenses 2009: $2,374,356Net Income 2009: $860,8992009Revenue 2010: $1,252,324Expenses 2010: $1,736,300Net Income 2010: -$483,9762010Revenue 2011: $1,726,687Expenses 2011: $1,382,607Net Income 2011: $344,0802011Revenue 2012: $1,521,916Expenses 2012: $2,308,829Net Income 2012: -$786,9132012Revenue 2013: $4,164,198Expenses 2013: $2,895,634Net Income 2013: $1,268,5642013Revenue 2014: $2,439,611Expenses 2014: $1,305,588Net Income 2014: $1,134,0232014Revenue 2015: $2,266,089Expenses 2015: $2,471,373Net Income 2015: -$205,2842015Revenue 2016: $1,370,432Expenses 2016: $1,207,253Net Income 2016: $163,1792016Revenue 2017: $2,482,884Expenses 2017: $1,441,093Net Income 2017: $1,041,7912017Revenue 2018: $1,846,503Expenses 2018: $1,357,706Net Income 2018: $488,7972018Revenue 2019: $2,069,062Expenses 2019: $1,769,112Net Income 2019: $299,9502019Revenue 2020: $1,381,869Expenses 2020: $1,434,712Net Income 2020: -$52,8432020Revenue 2021: $2,330,108Expenses 2021: $1,410,176Net Income 2021: $919,9322021Revenue 2022: $3,917,993Expenses 2022: $1,692,907Net Income 2022: $2,225,0862022Revenue 2023: $4,553,734Expenses 2023: $2,431,674Net Income 2023: $2,122,0602023Revenue 2024: $4,760,379Expenses 2024: $5,357,455Net Income 2024: -$597,0762024

Highlighted filing

2017

Revenue$2,482,884
Expenses$1,441,093
Net Income$1,041,791
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$5,915,824
Mission and Program Overview

Mission

To provide financial and other assistance to the benedictine school for exceptional children, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$9,772,923$14,815,181▲ $5,042,258
Pledges and Grants Receivable$3,925,273$2,598,724▼ $1,326,549
Savings and Temporary Cash Investments$1,143,682$288,390▼ $855,292
Cash and Non-Interest-Bearing Accounts$122,943$120,644▼ $2,299
Land, Buildings, and Equipment, Net$181,320$115,593▼ $65,727
Accounts Receivable-$3,228-
Prepaid Expenses and Deferred Charges$2,772$1,231▼ $1,541
Total Assets$19,497,646$21,491,476▲ $1,993,830
Other Assets Total$4,348,733$3,548,485▼ $800,248
Liabilities
Other Liabilities$2,470,929$1,607,984▼ $862,945
Accounts Payable and Accrued Expenses$2,784$4,468▲ $1,684
Total Liabilities$2,473,713$1,612,452▼ $861,261
Net Assets / Fund Balance
Unrestricted Net Assets$10,255,069$14,305,611▲ $4,050,542
Temporarily Rstr Net Assets$3,936,637$2,790,710▼ $1,145,927
Permanently Rstr Net Assets$2,832,227$2,782,703▼ $49,524
Total Net Assets Fund Balance$17,023,933$19,879,024▲ $2,855,091
Total Liabilities and Net Assets / Fund Balance$19,497,646$21,491,476▲ $1,993,830

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$24,979$109,956$134,935
Leasehold Improvements$44,540$14,076$58,616
Equipment$1,074$46,603$47,677
Land$45,000-$45,000
Other Assets Org$3,548,485--
Other Securities$3,152,908--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$7,297,327-▲ $574,164$263,850$7,607,641
2015$7,598,019$930▼ $245,367$56,255$7,297,327
2014$8,447,016$-513▲ $89,970$938,454$7,598,019
2013$7,819,916$1,489▲ $788,146$162,535$8,447,016
2012$7,524,457-▲ $781,011$484,586$7,819,916
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Jennifer ApsleyChief Financial OfficerPT$133,037$133,037

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,778,312
Program Service Revenue
$49,807
Investment Income
$723,626
Other Revenue
$-68,861
All Other Contributions
$1,453,397
Change in Net Assets
$1,041,791
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$677,540
Salaries, Compensation, and Employee Benefits$476,064
Other Expenses$287,489
Total Fundraising Expense$182,894
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$677,540--$677,540
Other Salaries and Wages$60,615$183,980$143,507$388,102
Other Employee Benefits$10,707$49,218$25,350$85,275
Interest-$66,399-$66,399
Fees for Service Investment Mgmnt Fees-$58,028-$58,028
Office Expenses$891$41,435$2,694$45,020
Advertising$15,370$422$10,973$26,765
Occupancy-$23,177$30$23,207
Travel-$21,160-$21,160
Depreciation Depletion-$18,295-$18,295
Fees for Services Other-$13,755-$13,755
Insurance-$7,783-$7,783
Fees for Services Accounting-$3,640-$3,640
Other Expenses-$3,097$340$3,437
Pension Plan Contributions-$2,687-$2,687
Total Functional Expenses$765,123$493,076$182,894$1,441,093
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Benedictine School for Exceptional Children IncRidgely, MD501(c)(3)Operating Expenses, Tuition Support, and Capital Construction and Improvements$379,130
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$135,492
Fundraising Gross Income$65,831
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chrome City Ride$100,503$27,296$40,320$-13,024
Spring Benefit$221,980$25,050$86,574$-61,524
Total Events$390,746$65,831$135,492$-69,661
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$1,410,000
Accrued Liabilities$197,984
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Members of the board of trustees are appointed by the board of directors of a sister organization, the benedictine school for exceptional children, inc. The board of trustees elects its own officers, from among those nominated by the benedictine school for exceptional children, inc.

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

On may 27, 2014, the board of trustees established an audit committee and approved the audit committee's charter on june 24, 2014, which provides in part that the audit committee shall meet to review and discuss with management and the independent auditor form 990, and approve the same, and authorize its filing by management. It is the foundation's policy that no form 990 shall be filed on behalf of the foundation without prior approval of the audit committee, and until a complete copy has been provided to each voting member of the board of trustees at the time the filing is to be made.

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

Board members are required to sign a statement annually indicating that they have received, read, understand, and agree to abide by the conflict of interest policy. Periodic reviews of significant transactions may be conducted by the board to determine that no conflicts of interest exist.

Form 990, Part VI, Section B, line 15

The board of directors of benedictine school for exceptional children, inc. (related tax exempt company) has established a formal process for determining compensation, including a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision.

Form 990, Part VI, Section C, line 18

The foundation makes its form 1023 and form 990 available upon request.

Form 990, Part VI, Section C, line 19

The foundation makes its governing documents, conflict of interest policy, and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Benedictine School for Exceptional
EIN
52-1479494
Phone
4106342112
Address
14299 BENEDICTINE LANE, RIDGELY, MD 21660

Signing Officer

Name
Charles R Mills
Title
President, Board of Trustees
Phone
4106342112
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles R Mills
Formed
1986
Legal Domicile
Md
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
42

Preparer

Firm
Mullen Sondberg Wimbish & Stone PA
Address
2553 Housley Road Suite 200, Annapolis, MD 21401
Preparer
Michele L Moore CPA
Phone
4102244920
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Bequest transfer from the benedictine school for exceptional children, inc. 1,102,271.

Form 990 Part XII Line 2C

The audit commitee assumes responsibility for the selection of the independent auditor and the oversight of the annual audit. The process has not changed from the prior year.

Financial Statement Notes

Part X, Line 2:

The foundation is a nonprofit organization as described in section 501(c)(3) of the internal revenue code and is exempt from income taxes. During the year ended june 30, 2017 the foundation had no unrelated business taxable income. The foundation follows the guidance of asc 740-10 accounting for uncertainty in income taxes which clarifies the accounting for the recognition and measurement of the benefits of individual tax positions. The foundation does not know of any tax benefits arising from uncertain tax positions and there was no effect on the foundation's financial position or changes in net assets as a result of analyzing its tax positions. Fiscal years ending on or after june 30, 2014 remain subject to examination by federal and state authorities.

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IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLES R MILLS
IRS990/Form990PartVIISectionAGrp/PersonNm1SANFORD W MORHOUSE
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES E PARTRIDGE JR
IRS990/Form990PartVIISectionAGrp/PersonNm3BRANDON BECKER
IRS990/Form990PartVIISectionAGrp/PersonNm4EDWARD A BURKHALTER
IRS990/Form990PartVIISectionAGrp/PersonNm5THOMAS J COLLAMORE
IRS990/Form990PartVIISectionAGrp/PersonNm6BENJAMIN J DENIHAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm7SISTER JACQUELYN ERNSTER OSB
IRS990/Form990PartVIISectionAGrp/PersonNm8LAURENCE J HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9LILLIAN M TRIPPETT
IRS990/Form990PartVIISectionAGrp/PersonNm10HOWARD S BLAKE JR
IRS990/Form990PartVIISectionAGrp/PersonNm11SCOTT W EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm12JENNIFER APSLEY
IRS990/Form990PartVIISectionAGrp/PersonNm13BARRY SMALE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13FOUNDATION DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0324915
IRS990/FundraisingDirectExpensesAmt0135492
IRS990/FundraisingGrossIncomeAmt065831
IRS990/GainOrLossGrp/OtherAmt0381340
IRS990/GainOrLossGrp/SecuritiesAmt0117599
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0677540
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0677540
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0677540
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0551087
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03245300
IRS990/GrossReceiptsAmt05915824
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07783
IRS990/InsuranceGrp/TotalAmt07783
IRS990/InterestGrp/ManagementAndGeneralAmt066399
IRS990/InterestGrp/TotalAmt066399
IRS990/InvestmentIncomeGrp/ExclusionAmt0224687
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0224687
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09772923
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt014815181
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0170635
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0181320
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0115593
IRS990/LandBldgEquipCostOrOtherBssAmt0286228
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0169747
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03127701
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FINANCIAL AND OTHER ASSISTANCE TO THE BENEDICTINE SCHOOL FOR EXCEPTIONAL CHILDREN, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt017023933
IRS990/NetAssetsOrFundBalancesEOYAmt019879024
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0498939
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0498939
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-69661
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-69661
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0711029
IRS990/NoncashContributionsAmt09361
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt030
IRS990/OccupancyGrp/ManagementAndGeneralAmt023177
IRS990/OccupancyGrp/TotalAmt023207
IRS990/OfficeExpensesGrp/FundraisingAmt02694
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt041435
IRS990/OfficeExpensesGrp/ProgramServicesAmt0891
IRS990/OfficeExpensesGrp/TotalAmt045020
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04348733
IRS990/OtherAssetsTotalGrp/EOYAmt03548485
IRS990/OtherChangesInNetAssetsAmt01102271
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt025350
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt049218
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010707
IRS990/OtherEmployeeBenefitsGrp/TotalAmt085275
IRS990/OtherExpensesGrp/Desc0misceLLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0340
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03097
IRS990/OtherExpensesGrp/TotalAmt03437
IRS990/OtherLiabilitiesGrp/BOYAmt02470929
IRS990/OtherLiabilitiesGrp/EOYAmt01607984
IRS990/OtherRevenueMiscGrp/BusinessCd0611110
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0800
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0800
IRS990/OtherRevenueTotalAmt0800
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0143507
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0183980
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt060615
IRS990/OtherSalariesAndWagesGrp/TotalAmt0388102
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02687
IRS990/PensionPlanContributionsGrp/TotalAmt02687
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02832227
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02782703
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03925273
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02598724
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02772
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01231
IRS990/PrincipalOfficerNm0CHARLES R MILLS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt049807
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt049807
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01137235
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0434964
IRS990/PYInvestmentIncomeAmt0258817
IRS990/PYOtherExpensesAmt0311259
IRS990/PYOtherRevenueAmt0-60420
IRS990/PYProgramServiceRevenueAmt034800
IRS990/PYRevenuesLessExpensesAmt0163179
IRS990/PYSalariesCompEmpBnftPaidAmt0461030
IRS990/PYTotalExpensesAmt01207253
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01370432
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01041791
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt050607
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01143682
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0288390
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01778312
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01137235
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01537318
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01742525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03693623
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09889013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0274494
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0389819
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0561505
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0392681
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0496267
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02114766
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0800
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0919
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02719
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82360
IRS990ScheduleA/PublicSupportPY170Pct00.79650
IRS990ScheduleA/PublicSupportTotal170Amt09889013
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01778312
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01137235
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01537318
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01742525
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03693623
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09889013
IRS990ScheduleA/TotalSupportAmt012006498
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
IRS990ScheduleC/DirectContactLegislatorsAmt01000
IRS990ScheduleC/DirectContactLegislatorsInd01
IRS990ScheduleC/GrantsOtherOrganizationsInd00
IRS990ScheduleC/MailingsMembersInd00
IRS990ScheduleC/MediaAdvertisementsInd00
IRS990ScheduleC/NotDescribedSection501c3Ind00
IRS990ScheduleC/OtherActivitiesInd00
IRS990ScheduleC/PaidStaffOrManagementInd01
IRS990ScheduleC/PublicationsOrBroadcastInd00
IRS990ScheduleC/RalliesDemonstrationsInd00
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE LEGISLATIVE ACTIVITIES OF THE FOUNDATION HAVE NOT COMPRISED A SUBSTANTIAL AMOUNT OF THE OVERALL ACTIVITIES OF THE FOUNDATION STAFF NOR INVOLVED SUBSTANTIAL EXPENDITURES OF FUNDS. OVER THE PAST 10 YEARS, THE FOUNDATION HAS ENGAGED IN ACTIVITIES THAT SUPPPORTED SEVERAL STATE OF MARYLAND BOND BILLS TOTALING CLOSE TO $800,000. THE APPROVED FUNDS WERE USED FOR VARIOUS CAPITAL IMPROVEMENTS ON THE CAMPUS OF THE BENEDICTINE SCHOOL FOR EXCEPTIONAL CHILDREN IN RIDGELY, MARYLAND, AND PARTIAL FUNDING FOR THE CONSTRUCTION OF GROUP HOMES FOR OLDER PERSONS WITH DISABILITIES WHICH ARE OWNED AND OPERATED BY THE SCHOOL. OUR ATTEMPTS TO INFLUENCE THIS LEGISLATION INVOLVED MEETINGS WITH VARIOUS STATE DELEGATES AND SENATORS. WE ALSO PROVIDED BRIEF PUBLIC TESTIMONY IN SUPPORT OF THE BOND BILL AT MEETINGS OF THE HOUSE APPROPRIATIONS COMMITTEE AND SENATE BUDGET AND TAXATION COMMITTEE.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II-B, LINE 1, LOBBYING ACTIVITIES:
IRS990ScheduleC/TotalLobbyingExpendituresAmt01000
IRS990ScheduleC/VolunteersInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.61050
IRS990ScheduleD/BuildingsGrp/BookValueAmt024979
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0109956
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0134935
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07297327
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07607641
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0574164
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0263850
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07598019
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0930
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07297327
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-245367
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt056255
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08447016
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0-513
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07598019
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt089970
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0938454
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07819916

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$0.05$26.1$4.76$5.36$0.60
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.9$0.98$25.9$4.55$2.43$2.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.7$1.65$23.1$3.92$1.69$2.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.9$1.60$24.3$2.33$1.41$0.92
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$1.61$20.2$1.38$1.43$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.1$1.25$20.8$2.07$1.77$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.9$1.17$20.7$1.85$1.36$0.49
2017Detailed filing. Detailed filing data is available for this year.$21.5$1.61$19.9$2.48$1.44$1.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$2.47$17.0$1.37$1.21$0.16
2015Detailed filing. Detailed filing data is available for this year.$19.2$1.80$17.4$2.27$2.47$0.21
2014Summary only. Only limited summary data is available for this year.$19.3$1.10$18.2$2.44$1.31$1.13
2013Summary only. Only limited summary data is available for this year.$16.7$0.08$16.6$4.16$2.90$1.27
2012Summary only. Only limited summary data is available for this year.$14.7$0.04$14.7$1.52$2.31$0.79
2011Summary only. Only limited summary data is available for this year.$16.1$0.20$15.9$1.73$1.38$0.34
2010Summary only. Only limited summary data is available for this year.$14.4$0.13$14.3$1.25$1.74$0.48
2009Summary only. Only limited summary data is available for this year.$13.7$0.12$13.6$3.24$2.37$0.86