Civic Intelligence

Garrett-Jacobs Mansion Endowment Fund Inc.

990 • Fiscal year 2015 • EIN 52-1795790

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 23, 2015

Organization Profilewww.garrettjacobsmansion.org
11 West Mount Vernon PlaceBaltimore, MD 21201

(410) 539-6914

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

95th percentile

$186,327

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 47.8% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

96th percentile

162%

Faster asset growth than 96% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

95th percentile

131%

Faster revenue growth than 95% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$457,006

Up $282,675 (+162%) from 2014

Net Assets

Up

$456,187

Up $288,316 (+172%) from 2014

Liabilities

Down

$819

Down $5,641 (-87%) from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin96th percentile

Revenue

Up

$389,654

Up $221,090 (+131%) from 2014

Expenses

Down

$101,338

Down $117,563 (-54%) from 2014

Net Income

Up

$288,316

Up $338,653 (+673%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$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

2015

Assets$457,006
Liabilities$819
Net Assets$456,187
Open 2015 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$389,654
Expenses$101,338
Net Income$288,316
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 23, 2015
Return Version
2014v5.0
Gross Receipts
$508,235
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
Cash and Non-Interest-Bearing Accounts$78,614$231,989▲ $153,375
Pledges and Grants Receivable$60,589$188,528▲ $127,939
Investments in Publicly Traded Securities$23,113$34,364▲ $11,251
Accounts Receivable$9,890--
Total Assets$174,331$457,006▲ $282,675
Other Assets Total$2,125$2,125→ $0
Liabilities
Accounts Payable and Accrued Expenses$6,460$819▼ $5,641
Total Liabilities$6,460$819▼ $5,641
Net Assets / Fund Balance
Unrestricted Net Assets$157,871$446,187▲ $288,316
Temporarily Rstr Net Assets$10,000$10,000→ $0
Total Net Assets Fund Balance$167,871$456,187▲ $288,316
Total Liabilities and Net Assets / Fund Balance$174,331$457,006▲ $282,675
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
Votta BrucePresident
Eastwick CarlVice President
Dick MichaelTrustee
Dittenhafer FrankTrustee
Durkay JimTrustee
Hopkins JohnsTrustee
Keir LisaTrustee
Leach Robert FTrustee
Meyer CharlesTrustee
Middelton J WilliamTrustee
Proffitt JudithTrustee
Sabas Jo AnneTrustee
Weiss John CTrustee
Whitehead DaleEx-Officio
Gleason DavidSecretary
Sander KathySecretary
Suess Douglas FTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$251,693
Program Service Revenue
$0
Investment Income
$1,496
Other Revenue
$136,465
All Other Contributions
$251,693
Change in Net Assets
$288,316

Audited Revenue Reconciliation

Revenue per Audited Statements
$389,654
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$118,581
Total Revenue per Audited Statements
$508,235
Total Revenue per Form 990
$389,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,108
Other Expenses$50,230
Total Fundraising Expense$14,900
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$51,108--$51,108
Advertising--$14,900$14,900
Office Expenses-$9,310-$9,310
Fees for Services Accounting-$8,400-$8,400
Other Expenses-$1,375-$1,375
Insurance-$737-$737
Conferences and Meetings-$200-$200
Total Functional Expenses$51,108$35,330$14,900$101,338

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$219,919
Total Expenses per Audited Statements$219,919
Total Expenses per Form 990$101,338
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-118,581
Other Expense Adjustments$-118,581
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Engineering Society of Baltimore IncBaltimore, MD501(c)(7)To enusre the presesrvation of the Garrett-Jacbos Mansion.$51,108
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$241,690
Fundraising Direct Expenses$118,581
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fire Ball$125,240$125,240-$125,240
Golf Outing$71,820$71,820-$71,820
Total Events$241,690$241,690$118,581$123,109
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
Audit committee
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
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 11

“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 Inc
EIN
52-1795790
Phone
4105396914
Address
11 West Mount Vernon Place, Baltimore, MD 21201

Signing Officer

Name
Bruce Votta
Title
President
Phone
4105396914
Signed
2015-11-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Votta
Formed
1992
Legal Domicile
Md
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
0

Preparer

Firm
SB & Company LLC
Address
200 International Circle Suite 5500, Hunt Valley, MD 21030
Preparer
Graylin Smith
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. The provisions included in 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, 2015, and determined that there were no matters that would require recognition in the financial statements or, which may have any effect on its tax-exempt status. As of June 30, 2015, the statute of limitations for tax years 2012 through 2015 remains open with the U.S. Federal jurisdiction or the various states and local jurisdictions in which the Organization files tax returns. It is the Organization's policy to recognize interest and/or penalties related to uncertain tax positions, if any, in income tax expense.”

Part XI, Line 2D - Other Adjustments:

“Special Event Expenses 118,581.”

Part XII, Line 4B - Other Adjustments:

“Special Event Expenses -118,581.”

Raw XML AppendixShowing 400 of 518 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/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt023113
IRS990/InvestmentsPubTradedSecGrp/EOYAmt034364
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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/NetAssetsOrFundBalancesBOYAmt0167871
IRS990/NetAssetsOrFundBalancesEOYAmt0456187
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0123109
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0123109
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09310
IRS990/OfficeExpensesGrp/TotalAmt09310
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02125
IRS990/OtherAssetsTotalGrp/EOYAmt02125
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Miscellaneous expenses
IRS990/OtherExpensesGrp/Desc1Dues
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015308
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11375
IRS990/OtherExpensesGrp/TotalAmt015308
IRS990/OtherExpensesGrp/TotalAmt11375
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt013356
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013356
IRS990/OtherRevenueTotalAmt013356
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt060589
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0188528
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Bruce Votta
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt054832
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0183072
IRS990/PYInvestmentIncomeAmt03179
IRS990/PYOtherExpensesAmt035829
IRS990/PYOtherRevenueAmt0110553
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-50337
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0218901
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0168564
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0288316
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt013356
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0251693
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01935
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0262219
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0663587
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01234266
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01496
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03179
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0433
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05108
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0666912
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt013356
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt090
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0477
IRS990ScheduleA/OtherIncome170Grp/TotalAmt013923
IRS990ScheduleA/PublicSupportCY170Pct00.80940
IRS990ScheduleA/PublicSupportPY170Pct00.84260
IRS990ScheduleA/PublicSupportTotal170Amt01014398
IRS990ScheduleA/SubstantialContributorsTotAmt0219868
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0251693
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054832
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01935
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0262219
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0663587
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01234266
IRS990ScheduleA/TotalSupportAmt01253297
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-118581
IRS990ScheduleD/ExpensesSubtotalAmt0219919
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-118581
IRS990ScheduleD/OtherRevenueAmt0118581
IRS990ScheduleD/RevenueNotReportedAmt0118581
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0389654
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. The provisions included in 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, 2015, and determined that there were no matters that would require recognition in the financial statements or, which may have any effect on its tax-exempt status. As of June 30, 2015, the statute of limitations for tax years 2012 through 2015 remains open with the U.S. Federal jurisdiction or the various states and local jurisdictions in which the Organization files tax returns. It is the Organization's policy to recognize interest and/or penalties related to uncertain tax positions, if any, in income tax expense.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Special Event Expenses 118,581.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Special Event Expenses -118,581.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0101338
IRS990ScheduleD/TotalRevenuePerForm990Amt0389654
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0508235
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0219919
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0118581
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fire Ball
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Outing
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt060959
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt038640
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt018982
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0118581
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0125240
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt071820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt044630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0241690
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0125240
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt071820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt044630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0241690
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0123109
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt051108
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(7)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0Renovations/improvements to the Garrett-Jacobs Mansion.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To enusre the presesrvation of the Garrett-Jacbos Mansion.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0The Engineering Society of Baltimore Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0520305098
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt011 West Mt Vernon Place
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Baltimore
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd021201
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0186327
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Whitehead Dale
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Ex-Officio
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0186327
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the Form 990 is circulated to the Board of Trustees for approval before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The process has not changed from prior year.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$457,006
Liabilities
$819
Net assets
$456,187
Revenue
$389,654
Expenses
$101,338
Net income
$288,316
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