Civic Intelligence

Florence B Trueman Educational Trust

EIN 52-1649301 • Tracys Landing, MD

Pub. 78 Eligible
401 Fairleigh CourtTracys Landing, MD 20779
Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

Higher debt load relative to assets than 66% of similar nonprofits.

<$500k nonprofits • Source year 2025

Liabilities / Revenue

75th percentile

0.02x

Higher debt load relative to revenue than 75% of similar nonprofits.

<$500k nonprofits • Source year 2025

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

87th percentile

$2,854

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

61st percentile

2.2%

Faster asset growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

77th percentile

29%

Faster revenue growth than 77% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$430,836

Up $9,211 (+2.2%) from 2024

Liabilities

Flat

$1,200

Flat from 2024

Net Assets

Up

$429,636

Up $9,211 (+2.2%) from 2024

Operations
Liabilities / Revenue75th percentileNet Margin73rd percentile

Revenue

Up

$51,999

Up $11,675 (+29%) from 2024

Expenses

Down

$42,731

Down $9,067 (-18%) from 2024

Net Income

Up

$9,268

Up $20,742 (+181%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$600K$400K$200K$0Assets 2012: $506,038Liabilities 2012: $1,2002012Assets 2013: $478,745Liabilities 2013: $1,2002013Assets 2014: $456,692Liabilities 2014: $1,2002014Assets 2015: $472,560Liabilities 2015: $1,2002015Assets 2016: $443,151Liabilities 2016: $1,2002016Assets 2017: $430,935Liabilities 2017: $1,200Net Assets 2017: $429,7352017Assets 2018: $430,465Liabilities 2018: $1,200Net Assets 2018: $429,2652018Assets 2019: $451,248Liabilities 2019: $1,2002019Assets 2020: $433,745Liabilities 2020: $1,200Net Assets 2020: $432,5452020Assets 2021: $425,175Liabilities 2021: $1,200Net Assets 2021: $423,9752021Assets 2022: $438,187Liabilities 2022: $1,200Net Assets 2022: $436,9872022Assets 2023: $433,099Liabilities 2023: $1,200Net Assets 2023: $431,8992023Assets 2024: $421,625Liabilities 2024: $1,200Net Assets 2024: $420,4252024Assets 2025: $430,836Liabilities 2025: $1,200Net Assets 2025: $429,6362025

Highlighted filing

2025

Assets$430,836
Liabilities$1,200
Net Assets$429,636
Open 2025 Filing

Operations Trend

Revenue Growth77th percentile

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

$100K$50K$0-$50KRevenue 2012: $41,380Expenses 2012: $62,191Net Income 2012: -$20,8112012Revenue 2013: $54,808Expenses 2013: $82,101Net Income 2013: -$27,2932013Revenue 2014: $54,431Expenses 2014: $76,484Net Income 2014: -$22,0532014Revenue 2015: $65,219Expenses 2015: $51,351Net Income 2015: $13,8682015Revenue 2016: $36,597Expenses 2016: $66,006Net Income 2016: -$29,4092016Revenue 2017: $64,391Expenses 2017: $76,607Net Income 2017: -$12,2162017Revenue 2018: $57,796Expenses 2018: $58,266Net Income 2018: -$4702018Revenue 2019: $44,320Expenses 2019: $23,537Net Income 2019: $20,7832019Revenue 2020: $46,936Expenses 2020: $64,439Net Income 2020: -$17,5032020Revenue 2021: $42,603Expenses 2021: $51,173Net Income 2021: -$8,5702021Revenue 2022: $54,826Expenses 2022: $41,814Net Income 2022: $13,0122022Revenue 2023: $46,364Expenses 2023: $51,452Net Income 2023: -$5,0882023Revenue 2024: $40,324Expenses 2024: $51,798Net Income 2024: -$11,4742024Revenue 2025: $51,999Expenses 2025: $42,731Net Income 2025: $9,2682025

Highlighted filing

2025

Revenue$51,999
Expenses$42,731
Net Income$9,268
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$430,836
Liabilities
$1,200
Net assets
$429,636
Revenue
$51,999
Expenses
$42,731
Net income
$9,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.31$0.01$4.30$0.52$0.43$0.09
2024Detailed filing. Detailed filing data is available for this year.$4.22$0.01$4.20$0.40$0.52$0.11
2023Detailed filing. Detailed filing data is available for this year.$4.33$0.01$4.32$0.46$0.51$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.38$0.01$4.37$0.55$0.42$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.25$0.01$4.24$0.43$0.51$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.01$4.33$0.47$0.64$0.18
2019Summary only. Only limited summary data is available for this year.$4.51$0.01$0.44$0.24$0.21
2018Detailed filing. Detailed filing data is available for this year.$4.30$0.01$4.29$0.58$0.58$0.00
2017Detailed filing. Detailed filing data is available for this year.$4.31$0.01$4.30$0.64$0.77$0.12
2016Summary only. Only limited summary data is available for this year.$4.43$0.01$0.37$0.66$0.29
2015Summary only. Only limited summary data is available for this year.$4.73$0.01$0.65$0.51$0.14
2014Summary only. Only limited summary data is available for this year.$4.57$0.01$0.54$0.76$0.22
2013Summary only. Only limited summary data is available for this year.$4.79$0.01$0.55$0.82$0.27
2012Summary only. Only limited summary data is available for this year.$5.06$0.01$0.41$0.62$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 22, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Scott WhitneyTrustee-$2,854-$2,854
Laurence CumberlandTrustee-$1,929-$1,929
Filing and Contact Details

Filer

Filer Name
Florence B Trueman Educational Trust
EIN
52-1649301
Phone
4107415602
Address
401 Fairleigh Court, Tracys Landing, MD 20779

Signing Officer

Name
J Scott Whitney
Title
Trustee
Phone
4107415602
Signed
2025-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Aprio Advisory Group LLC
Address
111 Rockville Pike Suite 600, Rockville, MD 20850
Preparer
Stacy Cullen
Phone
3012316200
Raw XML Appendix329 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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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0401 Fairleigh Court
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Tracys Landing
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020779
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0The Foundation
IRS990PF/StatementsRegardingActyGrp/PhoneNum04107415602
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0J Scott Whitney
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To help pay for college education for students in Calvert County, Maryland.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0College of Southern Maryland Foundation Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 910
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Laplata
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0206460910
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024759
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01063
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036277
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025822
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011518
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01063
OtherDecreasesSchedule/OtherDecreasesDetail/Amt057
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Basis Adjustment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Maintenance Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17860
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2302
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17860
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2302
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt081
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Merrill 04089
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt081
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt081
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01200
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Security Deposit
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03134
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03134
TaxesSchedule/TaxesDetail/Amt0343
TaxesSchedule/TaxesDetail/Amt12302
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Real Estate Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12302
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0J Scott Whitney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04107415602
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Florence B Trueman Educational Trust
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0521649301
ReturnHeader/Filer/PhoneNum04107415602
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 Fairleigh Court
ReturnHeader/Filer/USAddress/CityNm0Tracys Landing
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020779
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582487348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Aprio Advisory Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 Rockville Pike Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum03012316200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stacy Cullen
ReturnHeader/ReturnTs02025-09-23T14:31:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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