Civic Intelligence

Garrett-Jacobs Mansion Endowment Fund

EIN 52-1795790 • 501(c)3 • Baltimore, MD

Profile

The mission of the garrett-jacobs mansion endowment fund is to preserve and restore the mansion as a national historic landmark and to share the history, architectural and civic legacy of the mansion for the benefit and education of the public.

11 West Mount Vernon PlaceBaltimore, MD 21201

www.garrettjacobsmansion.org

Siviq Scores

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

Liabilities / Assets

87th percentile

0.63x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

1.65x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

81st percentile

23%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

174%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$1,191,788

Up $226,758 (+23%) from 2023

Liabilities

Down

$752,247

Down $130,100 (-15%) from 2023

Net Assets

Up

$439,541

Up $356,858 (+432%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin96th percentile

Revenue

Up

$456,030

Up $289,589 (+174%) from 2023

Expenses

Down

$99,172

Down $48,025 (-33%) from 2023

Net Income

Up

$356,858

Up $337,614 (+1754%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $532,004Liabilities 2011: $14,103Net Assets 2011: $517,9012011Assets 2012: $490,799Liabilities 2012: $350Net Assets 2012: $490,4492012Assets 2013: $238,291Liabilities 2013: $14,613Net Assets 2013: $223,6782013Assets 2014: $174,331Liabilities 2014: $6,460Net Assets 2014: $167,8712014Assets 2015: $457,006Liabilities 2015: $819Net Assets 2015: $456,1872015Assets 2016: $2,043,422Liabilities 2016: $713Net Assets 2016: $2,042,7092016Assets 2017: $2,166,325Liabilities 2017: $555Net Assets 2017: $2,165,7702017Assets 2018: $3,471,715Liabilities 2018: $537,164Net Assets 2018: $2,934,5512018Assets 2019: $953,239Liabilities 2019: $938,837Net Assets 2019: $14,4022019Assets 2020: $901,966Liabilities 2020: $878,837Net Assets 2020: $23,1292020Assets 2021: $866,129Liabilities 2021: $889,612Net Assets 2021: -$23,4832021Assets 2022: $946,676Liabilities 2022: $883,237Net Assets 2022: $63,4392022Assets 2023: $965,030Liabilities 2023: $882,347Net Assets 2023: $82,6832023Assets 2024: $1,191,788Liabilities 2024: $752,247Net Assets 2024: $439,5412024

Highlighted filing

2024

Assets$1,191,788
Liabilities$752,247
Net Assets$439,541
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $786,000Expenses 2011: $489,300Net Income 2011: $296,7002011Expenses 2012: $403,8832012Expenses 2013: $384,6952013Revenue 2014: $168,564Expenses 2014: $218,901Net Income 2014: -$50,3372014Revenue 2015: $389,654Expenses 2015: $101,338Net Income 2015: $288,3162015Revenue 2016: $1,900,521Expenses 2016: $313,999Net Income 2016: $1,586,5222016Revenue 2017: $299,651Expenses 2017: $176,590Net Income 2017: $123,0612017Revenue 2018: $834,057Expenses 2018: $65,276Net Income 2018: $768,7812018Revenue 2019: $182,975Expenses 2019: $3,089,294Net Income 2019: -$2,906,3192019Revenue 2020: $107,168Expenses 2020: $98,441Net Income 2020: $8,7272020Revenue 2021: $44,796Expenses 2021: $91,408Net Income 2021: -$46,6122021Revenue 2022: $146,049Expenses 2022: $59,127Net Income 2022: $86,9222022Revenue 2023: $166,441Expenses 2023: $147,197Net Income 2023: $19,2442023Revenue 2024: $456,030Expenses 2024: $99,172Net Income 2024: $356,8582024

Highlighted filing

2024

Revenue$456,030
Expenses$99,172
Net Income$356,858
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,191,788
Liabilities
$752,247
Net assets
$439,541
Revenue
$456,030
Expenses
$99,172
Net income
$356,858
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.75$0.44$0.46$0.10$0.36
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.88$0.08$0.17$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.88$0.06$0.15$0.06$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.89$0.02$0.04$0.09$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.88$0.02$0.11$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.94$0.01$0.18$3.09$2.91
2018Detailed filing. Detailed filing data is available for this year.$3.47$0.54$2.93$0.83$0.07$0.77
2017Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.30$0.18$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$1.90$0.31$1.59
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.39$0.10$0.29
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.01$0.17$0.17$0.22$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.01$0.22$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.40
2011Summary only. Only limited summary data is available for this year.$0.53$0.01$0.52$0.79$0.49$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$626,321
Mission and Program Overview

Mission

The mission of the garrett-jacobs mansion endowment fund is to preserve and restore the mansion as a national historic landmark and to share the history, architectural and civic legacy of the mansion for the benefit and education of the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$358,527$358,526▼ $1
Cash and Non-Interest-Bearing Accounts$203,743$282,629▲ $78,886
Land, Buildings, and Equipment, Net$0$252,470▲ $252,470
Investments in Publicly Traded Securities$275,560$170,813▼ $104,747
Other Notes and Loans Receivable, Net$100,000$100,000→ $0
Accounts Receivable$24,200$24,200→ $0
Total Assets$965,030$1,191,788▲ $226,758
Other Assets Total$3,000$3,150▲ $150
Liabilities
Unsecured Notes Loans Payable$875,142$745,142▼ $130,000
Accounts Payable and Accrued Expenses$3,705$3,605▼ $100
Deferred Revenue$3,500$3,500→ $0
Total Liabilities$882,347$752,247▼ $130,100
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$72,683$439,541▲ $366,858
Net Assets With Donor Restrictions$10,000$0▼ $10,000
Total Net Assets Fund Balance$82,683$439,541▲ $356,858
Total Liabilities and Net Assets / Fund Balance$965,030$1,191,788▲ $226,758

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$252,470-$252,470
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
-Executive Director$142,975$142,975

Board Members and Trustees

NameTitle
-President
-Trustee
2 Cory ColassardTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$259,375
Program Service Revenue
$0
Investment Income
$27,262
Other Revenue
$169,393
All Other Contributions
$259,375
Change in Net Assets
$356,858
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$99,172
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest-$42,773-$42,773
Advertising-$13,000-$13,000
Fees for Services Accounting-$10,600-$10,600
Fees for Services Legal-$4,500-$4,500
Conferences and Meetings-$3,138-$3,138
Other Expenses-$2,900-$2,900
Fees for Services Other-$1,230-$1,230
Insurance-$1,031-$1,031
Total Functional Expenses$0$99,172$0$99,172
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$339,684
Fundraising Direct Expenses$170,291
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fireball$179,449$179,449$98,502$80,947
Golf Outing$135,900$135,900$51,265$84,635
Total Events$339,684$339,684$170,291$169,393
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“A copy of the form 990 is circulated to the board of trustees for approval before filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Garrett-jacobs Mansion Endowment Fund
EIN
52-1795790
Phone
4105396914
Address
11 WEST MOUNT VERNON PLACE, BALTIMORE, MD 21201

Signing Officer

Name
J Austin Bitner
Title
Executive Director
Phone
4105396914
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Austin Bitner
Formed
1992
Legal Domicile
Md
Voting Board Members
14
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Sb & Company LLC
Address
10200 GRAND CENTRAL AVE SUITE 250, OWINGS MILLS, MD 21117
Preparer
Christopher G Lehman
Phone
4105840060
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The endowment, a not-for-profit organization, is exempt from federal income taxes under section 501(c)(3) of the internal revenue code, and is recognized as such by the internal revenue service. Accounting principles generally accepted in the united states of america provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition of tax positions taken or expected to be taken in a tax return. The endowment performed an evaluation of uncertain tax positions as of june 30, 2024, and determined that there were no matters that would require recognition in the accompanying financial statements or, which may have any effect on its tax-exempt status. As of june 30, 2024, the statute of limitations for fiscal years 2021 through 2024 remains open with the u.s. Federal jurisdiction or the various states and local jurisdictions in which the endowment files tax returns. It is the endowment's policy to recognize interest and/or penalties related to uncertain tax positions, if any, in income tax expense.”

Raw XML AppendixShowing 400 of 444 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/ActivityOrMissionDesc0THE MISSION OF THE GARRETT-JACOBS MANSION ENDOWMENT FUND IS TO PRESERVE AND RESTORE THE MANSION AS A NATIONAL HISTORIC LANDMARK AND TO SHARE THE HISTORY, ARCHITECTURAL AND CIVIC LEGACY OF THE MANSION FOR THE BENEFIT AND EDUCATION OF THE PUBLIC.
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IRS990/Desc0IN 1992, THE GARRETT-JACOBS MANSION ENDOWMENT FUND (GJMEF), A 501(C)(3)ORGANIZATION, WAS FORMED; ITS SOLE MISSION IS TO PRESERVE THE ARCHITECTURAL AND HISTORICAL CHARACTER OF THIS IMPORTANT AND UNIQUE STRUCTURE. THE ONGOING REHABILITATION PRESERVES THE MANSION AS A CHERISHED ARTIFACT FROM ANOTHER AGE AND RETURNS IT TO ITS RIGHTFUL ROLE AS A GATHERING-PLACE FOR SOCIAL, BUSINESS AND CIVIC FUNCTIONS. A "FRIENDS OF THE MANSION" PUBLIC MEMBERSHIP PROGRAM BRINGS ADDITIONAL FINANCIAL SUPPORT TO THE MANSION AND WELCOMES VISITORS TO ENJOY ITS BEAUTY AND PROGRAMS. THE ENGINEERS CLUB AND THE ENDOWMENT FUND WORK COOPERATIVELY TO PRESENT CONCERTS, THEATRICAL PERFORMANCES, SYMPOSIA AND OTHER EDUCATIONAL PROGRAMS TO WHICH THE PUBLIC ARE INVITED. THE ENDOWMENT FUND'S DISTINGUISHED ADVISORY COUNCIL, MADE UP OF MUSEUM PROFESSIONALS, HISTORIANS, ARCHITECTS AND PRESERVATIONISTS, ADVISES THE MANSION ON FULFILLING ITS EDUCATIONAL MISSION, WITH A PARTICULAR FOCUS ON BALTIMORE'S GILDED AGE. WE HAVE ESTABLISHED PARTNERSHIPS AND OTHER COLLABORATIONS WITH CULTURAL RESOURCES AND HISTORIC SITES IN MOUNT VERNON AND THROUGHOUT THE CITY. OUR PROGRAMS HAVE CEMENTED STRONG PARTNERSHIPS WITH THE WALTERS ART MUSEUM, MARYLAND HISTORICAL SOCIETY AND OTHER IMPORTANT INSTITUTIONS. OUR MEMBERSHIP IN THE GREATER BALTIMORE HISTORY ALLIANCE HELPS US BUILD PARTNERSHIPS WITH HISTORIC HOMES AND SMALL HISTORY MUSEUMS THROUGHOUT THE REGION.
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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt15 JEFFREY HOSSFELD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt26 JOHN CARROLL WEISS III
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt37 ROBERT W CROSBY
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt48 HAROLD K (HAL) RESNICK PHD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt51 LISA KEIR
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt64 MICHAEL DICK
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt73 JUDITH PROFFITT
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt85 DAVID H GLEASON FAIA
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt97 JAMES A DURKAY
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt108 JOHNS W HOPKINS JR
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt119 SALLY JOHNSTON
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt12J BITNER
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IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt0170291
IRS990/FundraisingGrossIncomeAmt0339684
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0626321
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01031
IRS990/InsuranceGrp/TotalAmt01031
IRS990/InterestGrp/ManagementAndGeneralAmt042773
IRS990/InterestGrp/TotalAmt042773
IRS990/InvestmentIncomeGrp/ExclusionAmt027262
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027262
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0275560
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0170813
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0252470
IRS990/LandBldgEquipCostOrOtherBssAmt0252470
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE GARRETT-JACOBS MANSION ENDOWMENT FUND IS TO PRESERVE AND RESTORE THE MANSION AS A NATIONAL HISTORIC LANDMARK AND TO SHARE THE HISTORY, ARCHITECTURAL AND CIVIC LEGACY OF THE MANSION FOR THE BENEFIT AND EDUCATION OF THE PUBLIC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt082683
IRS990/NetAssetsOrFundBalancesEOYAmt0439541
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0169393
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0169393
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt072683
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0439541
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03000
IRS990/OtherAssetsTotalGrp/EOYAmt03150
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MANSION MAINTAINANCE
IRS990/OtherExpensesGrp/Desc1WEBSITE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12900
IRS990/OtherExpensesGrp/TotalAmt020000
IRS990/OtherExpensesGrp/TotalAmt12900
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0100000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0100000
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0358527
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0358526
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0J AUSTIN BITNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt014895
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt0147197
IRS990/PYOtherRevenueAmt0134258
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt019244
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0147197
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0166441
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0356858
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0259376
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt014895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01570
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt026112
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0301953
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027262
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017288
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0-10235
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0624
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06498
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt041437
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87930
IRS990ScheduleA/PublicSupportPY170Pct00.67550
IRS990ScheduleA/PublicSupportTotal170Amt0301953
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0259376
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt014895
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01570
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026112
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0301953
IRS990ScheduleA/TotalSupportAmt0343390
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0252470
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0252470
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT, A NOT-FOR-PROFIT ORGANIZATION, IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS RECOGNIZED AS SUCH BY THE INTERNAL REVENUE SERVICE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ENDOWMENT PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS OR, WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2024, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2021 THROUGH 2024 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ENDOWMENT FILES TAX RETURNS. IT IS THE ENDOWMENT'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0252470
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0170291
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FIREBALL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0179449
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0135900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt024335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0339684
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0179449
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0135900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt024335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0339684
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0169393
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt020524
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0170291
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt098502
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt051265
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS CIRCULATED TO THE BOARD OF TRUSTEES FOR APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE ENGINEERING SOCIETY OF BALTIMORE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0520305098
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(7)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE PERSONAL, PROFESSIONAL & SOCIAL DEVELOPMENT TO ITS MEMBERS.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt011 WEST MT VERNON PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BALTIMORE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd021201
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0100000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE ENGINEERING SOCIETY OF BALTIMORE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0D
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0965030
IRS990/TotalAssetsEOYAmt01191788
IRS990/TotalAssetsGrp/BOYAmt0965030
IRS990/TotalAssetsGrp/EOYAmt01191788
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0259375
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt099172
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt099172
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0882347
IRS990/TotalLiabilitiesEOYAmt0752247
IRS990/TotalLiabilitiesGrp/BOYAmt0882347
IRS990/TotalLiabilitiesGrp/EOYAmt0752247
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt082683
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0439541
IRS990/TotalOtherCompensationAmt02975
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0196655
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0456030
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0965030
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01191788

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