Civic Intelligence

Jubilee Foundation Inc

990 • Fiscal year 2017 • EIN 52-1698505

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 11, 2018

Organization Profilewww.jubileemd.org
10408 Montgomery AvenueKensington, MD 20895-3360

(301) 949-8628

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

91st percentile

50%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

1.1%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,195,878

Up $400,001 (+50%) from 2016

Net Assets

Up

$1,193,663

Up $407,069 (+52%) from 2016

Liabilities

Down

$2,215

Down $7,068 (-76%) from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin93rd percentile

Revenue

Up

$623,518

Up $6,725 (+1.1%) from 2016

Expenses

Down

$271,644

Down $43,663 (-14%) from 2016

Net Income

Up

$351,874

Up $50,388 (+17%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $485,951Liabilities 2011: $2,190Net Assets 2011: $483,7612011Assets 2012: $499,466Liabilities 2012: $212Net Assets 2012: $499,2542012Assets 2013: $551,531Liabilities 2013: $19,704Net Assets 2013: $531,8272013Assets 2014: $504,792Liabilities 2014: $4,533Net Assets 2014: $500,2592014Assets 2015: $499,065Liabilities 2015: $6,050Net Assets 2015: $493,0152015Assets 2016: $795,877Liabilities 2016: $9,283Net Assets 2016: $786,5942016Assets 2017: $1,195,878Liabilities 2017: $2,215Net Assets 2017: $1,193,6632017Assets 2018: $1,593,319Liabilities 2018: $7,486Net Assets 2018: $1,585,8332018Assets 2019: $1,748,483Liabilities 2019: $6,080Net Assets 2019: $1,742,4032019Assets 2020: $1,973,074Liabilities 2020: $0Net Assets 2020: $1,973,0742020Assets 2021: $2,607,625Liabilities 2021: $0Net Assets 2021: $2,607,6252021Assets 2022: $513,609Liabilities 2022: $141,049Net Assets 2022: $372,5602022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2017

Assets$1,195,878
Liabilities$2,215
Net Assets$1,193,663
Open 2017 Filing

Operations Trend

Revenue Growth41st percentile

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

$1.0M$500K$0-$500KRevenue 2011: $236,085Expenses 2011: $168,150Net Income 2011: $67,9352011Expenses 2012: $198,4162012Revenue 2013: $228,650Expenses 2013: $203,660Net Income 2013: $24,9902013Revenue 2014: $237,120Expenses 2014: $286,565Net Income 2014: -$49,4452014Revenue 2015: $250,101Expenses 2015: $242,289Net Income 2015: $7,8122015Revenue 2016: $616,793Expenses 2016: $315,307Net Income 2016: $301,4862016Revenue 2017: $623,518Expenses 2017: $271,644Net Income 2017: $351,8742017Revenue 2018: $719,940Expenses 2018: $347,598Net Income 2018: $372,3422018Revenue 2019: $530,410Expenses 2019: $403,044Net Income 2019: $127,3662019Revenue 2020: $363,490Expenses 2020: $104,797Net Income 2020: $258,6932020Revenue 2021: $783,523Expenses 2021: $481,303Net Income 2021: $302,2202021Revenue 2022: $895,704Expenses 2022: $55,283Net Income 2022: $840,4212022Revenue 2023: $15,531Expenses 2023: $22,529Net Income 2023: -$6,9982023

Highlighted filing

2017

Revenue$623,518
Expenses$271,644
Net Income$351,874
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 11, 2018
Return Version
2016v3.0
Gross Receipts
$888,856
Mission and Program Overview

Mission

To support jubilee association of maryland, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$544,886$933,033▲ $388,147
Land, Buildings, and Equipment, Net$174,071$169,626▼ $4,445
Savings and Temporary Cash Investments$64,985$83,823▲ $18,838
Accounts Receivable$11,935$9,396▼ $2,539
Total Assets$795,877$1,195,878▲ $400,001
Liabilities
Deferred Revenue$1,950$1,950→ $0
Accounts Payable and Accrued Expenses$7,333$265▼ $7,068
Total Liabilities$9,283$2,215▼ $7,068
Net Assets / Fund Balance
Temporarily Rstr Net Assets$484,060$813,682▲ $329,622
Unrestricted Net Assets$302,534$379,981▲ $77,447
Total Net Assets Fund Balance$786,594$1,193,663▲ $407,069
Total Liabilities and Net Assets / Fund Balance$795,877$1,195,878▲ $400,001

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$98,859$126,234$225,093
Land$67,500-$67,500
Equipment$3,267$2,609$5,876
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
susan HOFFMANNPresident
Neil EllisVice President
Benjamin AptDirector
Carolyn PostDirector
Chris UrbanDirector
Detta VoesarDirector
John DarvishDirector
Maite BallesteroDirector
Margie BillianDirector
Melissa SiegelDirector
Paul SextonDirector
Robert W Zimmermann MdDirector
Steve BrentDirector
Vic SeestedDirector
Kathy UlmanSecretary
Joe FitzgeraldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$644,143
Program Service Revenue
$23,400
Investment Income
$14,283
Other Revenue
$-58,308
All Other Contributions
$446,487
Change in Net Assets
$351,874

Audited Revenue Reconciliation

Revenue per Audited Statements
$623,518
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$55,195
Total Revenue per Audited Statements
$678,713
Total Revenue per Form 990
$623,518
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$164,862
Total Fundraising Expense$125,500
Grants and Similar Amounts Paid$106,782
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$106,782--$106,782
Payments to Affiliates--$105,600$105,600
Office Expenses-$888$10,097$10,985
Fees for Services Accounting-$10,315-$10,315
Depreciation Depletion$8,319--$8,319
Information Technology--$8,204$8,204
Fees for Service Investment Mgmnt Fees-$4,661-$4,661
Insurance$2,858--$2,858
Advertising--$1,599$1,599
Other Expenses$2,945$1,397-$1,397
Occupancy$496--$496
Conferences and Meetings-$421-$421
Total Functional Expenses$124,799$21,345$125,500$271,644

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$271,644
Total Expenses per Audited Statements$271,644
Total Expenses per Form 990$271,644
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grants to Jubilee Association of Maryland IncKensington, MD501 (c) 3General Operating Support for Jubilee Association of Maryland, Inc.$106,782
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$98,693
Fundraising Gross Income$40,385
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Roast$238,041$40,385$43,432$-3,047
Total Events$238,041$40,385$98,693$-58,308
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
No
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 B, line 11B

“The board of directors receive a draft version of the form 990 that is reviewed and approved before the final form 990 is filed with the irs.”

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

“The Organization requires all Directors and Officers to review the Conflict of Interest Policy and sign Annual Disclosure Statements.”

Form 990, Part VI, Section C, line 18

“Form 1023 and form 990 are available upon request at the organizations principal place of business.”

Form 990, Part VI, Section C, line 19

“The organizations governing documents, conflict of interest policy and financial statements are made available upon request.”

Form 990 Part VII Section A

“Paul sexton was incorrctly reported as treasurer and an officer of the board, joe fitzgerald was the treasurer of the board of directros during the fiscal year.”

Filing and Contact Details

Filer

Filer Name
Jubilee Foundation Inc
EIN
52-1698505
Phone
3019498628
Address
10408 Montgomery Avenue, Kensington, MD 20895-3360

Signing Officer

Name
Susan Hoffmann
Title
Secretary
Phone
3019498628
Signed
2018-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katherine B Ulman
Formed
1990
Legal Domicile
Md
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
16

Preparer

Firm
Mullen Sondberg Wimbish & Stone PA
Address
2553 Housley Road Suite 200, Annapolis, MD 21401
Preparer
Eric P Siegfried CPA
Phone
4102244920
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C Financial Statements and Reporting

“The board of directors assumes responsibility for the selection of the independent auditor and the oversight of the annual audit of the financial statements. The process has not changed from the prior year.”

Financial Statement Notes

Part X, Line 2:

“THE ORGANIZATION 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 IN THE FINANCIAL STATEMENTS, INCLUDING THOSE OF NON-PROFIT ORGANIZATIONS. TAX POSITIONS MUST MEET A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT IN ORDER FOR THE BENEFIT OF THOSE TAX POSITIONS TO BE RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. The Organization analyzes tax positions taken, including those related to the requirements set forth in IRC Sec. 501(c) to qualify as a tax exempt organization, activities performed by volunteers and board members, the reporting or unrelated business income, and its status as a tax-exempt organization under Maryland state statute. The Organization does not know of any tax benefits arising from uncertain tax positions and there was no effect on the Organization'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/TitleTxt1VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/InformationTechnologyGrp/FundraisingAmt08204
IRS990/InformationTechnologyGrp/TotalAmt08204
IRS990/InsuranceGrp/ProgramServicesAmt02858
IRS990/InsuranceGrp/TotalAmt02858
IRS990/InvestmentIncomeGrp/ExclusionAmt018654
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018654
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0544886
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0933033
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0128843
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0174071
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0169626
IRS990/LandBldgEquipCostOrOtherBssAmt0298469
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0166645
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT JUBILEE ASSOCIATION OF MARYLAND, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0786594
IRS990/NetAssetsOrFundBalancesEOYAmt01193663
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-4371
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4371
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-58308
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-58308
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt055195
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0496
IRS990/OccupancyGrp/TotalAmt0496
IRS990/OfficeExpensesGrp/FundraisingAmt010097
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0888
IRS990/OfficeExpensesGrp/TotalAmt010985
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1Client Expenses
IRS990/OtherExpensesGrp/Desc2Repairs and Maintenance
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03663
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11397
IRS990/OtherExpensesGrp/ProgramServicesAmt03399
IRS990/OtherExpensesGrp/ProgramServicesAmt12945
IRS990/OtherExpensesGrp/TotalAmt03663
IRS990/OtherExpensesGrp/TotalAmt13399
IRS990/OtherExpensesGrp/TotalAmt22945
IRS990/OtherExpensesGrp/TotalAmt31397
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt0105600
IRS990/PaymentsToAffiliatesGrp/TotalAmt0105600
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KATHERINE B ULMAN
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0Residential Revenue
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023400
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0642330
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0165167
IRS990/PYInvestmentIncomeAmt06314
IRS990/PYOtherExpensesAmt0150140
IRS990/PYOtherRevenueAmt0-54826
IRS990/PYProgramServiceRevenueAmt022975
IRS990/PYRevenuesLessExpensesAmt0301486
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0315307
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0616793
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0351874
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt023400
IRS990/SavingsAndTempCashInvstGrp/BOYAmt064985
IRS990/SavingsAndTempCashInvstGrp/EOYAmt083823
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0521102174
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0106782
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Jubilee Association of Maryland Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0106782
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt098859
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0126234
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0225093
IRS990ScheduleD/EquipmentGrp/BookValueAmt03267
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02609
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05876
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0271644
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt067500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt067500
IRS990ScheduleD/NetUnrealizedGainsInvstAmt055195
IRS990ScheduleD/RevenueNotReportedAmt055195
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0623518
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION 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 IN THE FINANCIAL STATEMENTS, INCLUDING THOSE OF NON-PROFIT ORGANIZATIONS. TAX POSITIONS MUST MEET A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT IN ORDER FOR THE BENEFIT OF THOSE TAX POSITIONS TO BE RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. The Organization analyzes tax positions taken, including those related to the requirements set forth in IRC Sec. 501(c) to qualify as a tax exempt organization, activities performed by volunteers and board members, the reporting or unrelated business income, and its status as a tax-exempt organization under Maryland state statute. The Organization does not know of any tax benefits arising from uncertain tax positions and there was no effect on the Organization'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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0169626
IRS990ScheduleD/TotalExpensesPerForm990Amt0271644
IRS990ScheduleD/TotalRevenuePerForm990Amt0623518
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0678713
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0271644
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0FUNDRAISING/ADVERTISING FOR ROAST
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt0238041
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0216452
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0THE PALMER GROUP
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt021589
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt023501 BUCKRIDGE DRIVE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0DAMASCUS
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd020875
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0197656
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0197656
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt098693
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Roast
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt055261
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt055261
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0238041

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,195,878
Liabilities
$2,215
Net assets
$1,193,663
Revenue
$623,518
Expenses
$271,644
Net income
$351,874
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.14$0.37$0.90$0.06$0.84
2021Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.78$0.48$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.36$0.10$0.26
2019Detailed filing. Detailed filing data is available for this year.$1.75$0.01$1.74$0.53$0.40$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.01$1.59$0.72$0.35$0.37
2017Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.19$0.62$0.27$0.35
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.79$0.62$0.32$0.30
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.49$0.25$0.24$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.24$0.29$0.05
2013Summary only. Only limited summary data is available for this year.$0.55$0.02$0.53$0.23$0.20$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$0.20
2011Summary only. Only limited summary data is available for this year.$0.49$0.00$0.48$0.24$0.17$0.07