Civic Intelligence

Garrett-Jacobs Mansion Endowment Fund Inc.

990 • Fiscal year 2020 • EIN 52-1795790

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

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

93rd percentile

0.97x

Higher debt load relative to assets than 93% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

98th percentile

8.20x

Higher debt load relative to revenue than 98% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

54th percentile

8.1%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

85th percentile

$92,616

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 86.4% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

18th percentile

-5.4%

Faster asset growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-41%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$901,966

Down $51,273 (-5.4%) from 2019

Net Assets

Up

$23,129

Up $8,727 (+61%) from 2019

Liabilities

Down

$878,837

Down $60,000 (-6.4%) from 2019

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin54th percentile

Revenue

Down

$107,168

Down $75,807 (-41%) from 2019

Expenses

Down

$98,441

Down $2,990,853 (-97%) from 2019

Net Income

Up

$8,727

Up $2,915,046 (+100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2020

Assets$901,966
Liabilities$878,837
Net Assets$23,129
Open 2020 Filing

Operations Trend

Revenue Growth13th 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

2020

Revenue$107,168
Expenses$98,441
Net Income$8,727
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.2
Gross Receipts
$255,184
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$508,464$418,628▼ $89,836
Cash and Non-Interest-Bearing Accounts$218,665$224,242▲ $5,577
Accounts Receivable$108,000$135,170▲ $27,170
Investments in Publicly Traded Securities$115,660$121,476▲ $5,816
Total Assets$953,239$901,966▼ $51,273
Other Assets Total$2,450$2,450→ $0
Liabilities
Unsecured Notes Loans Payable$935,142$875,142▼ $60,000
Deferred Revenue$3,500$3,500→ $0
Accounts Payable and Accrued Expenses$195$195→ $0
Total Liabilities$938,837$878,837▼ $60,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,402$13,129▲ $8,727
Net Assets With Donor Restrictions$10,000$10,000→ $0
Total Net Assets Fund Balance$14,402$23,129▲ $8,727
Total Liabilities and Net Assets / Fund Balance$953,239$901,966▼ $51,273
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleOtherTotal
Whitehead DaleEx- Officio$92,616$92,616
Bitner J AustinAssociate Executive Director$91,106$91,106

Board Members and Trustees

NameTitle
Eastwick CarlPresident
Dittenhafer FrankVice President
Caldwell JeffTrustee
Crosby RobertTrustee
Dick MichaelTrustee
Durkay JimTrustee
Gleason DavidTrustee
Hopkins JohnsTrustee
Keir LisaTrustee
McCarthy ChrisTrustee
Proffitt JudithTrustee
Votta BruceTrustee
Weiss John CTrustee
Low BernadetteSecretary
Suess Douglas FTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$6,498
Other Revenue
$100,670
Change in Net Assets
$8,727

Audited Revenue Reconciliation

Revenue per Audited Statements
$107,168
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$148,016
Total Revenue per Audited Statements
$255,184
Total Revenue per Form 990
$107,168
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$98,441
Total Fundraising Expense$13,958
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest-$24,427-$24,427
Fees for Services Management--$7,800$7,800
Fees for Services Accounting-$6,970-$6,970
All Other Expenses-$350$6,158$6,508
Insurance-$917-$917
Other Expenses-$750-$750
Total Functional Expenses$0$84,483$13,958$98,441

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$246,457
Expenses Not Reported on Form 990$148,016
Expenses per Audited Statements$98,441
Total Expenses per Form 990$98,441
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$248,686
Fundraising Direct Expenses$148,016
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fire Ball$107,516$107,516$76,738$30,778
Golf Outing$85,900$85,900$48,676$37,224
Total Events$248,686$248,686$148,016$100,670
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
Yes
Audit committee
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
2021-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Austin Bitner
Formed
1992
Legal Domicile
Md
Voting Board Members
16
Independent Board Members
15
Employees
0
Volunteers
17

Preparer

Firm
Sb & Company LLC
Address
10200 Grand Central Ave Suite 250, Owings Mills, MD 21117
Preparer
Christopher 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, 2020, 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, 2020, the statute of limitations for fiscal years 2017 through 2020 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.”

Part XI, Line 2D - Other Adjustments:

“Special Event Expenses 148,016.”

Part XII, Line 2D - Other Adjustments:

“Special Event Expenses 148,016.”

Raw XML AppendixShowing 400 of 485 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/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0917
IRS990/InsuranceGrp/TotalAmt0917
IRS990/InterestGrp/ManagementAndGeneralAmt024427
IRS990/InterestGrp/TotalAmt024427
IRS990/InvestmentIncomeGrp/ExclusionAmt06498
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06498
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0115660
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0121476
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/NetAssetsOrFundBalancesBOYAmt014402
IRS990/NetAssetsOrFundBalancesEOYAmt023129
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0100670
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0100670
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04402
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt013129
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02450
IRS990/OtherAssetsTotalGrp/EOYAmt02450
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Mansion maintainance
IRS990/OtherExpensesGrp/Desc1Bad debt
IRS990/OtherExpensesGrp/Desc2Website
IRS990/OtherExpensesGrp/Desc3Newsletter
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt116439
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt214630
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3750
IRS990/OtherExpensesGrp/TotalAmt020000
IRS990/OtherExpensesGrp/TotalAmt116439
IRS990/OtherExpensesGrp/TotalAmt214630
IRS990/OtherExpensesGrp/TotalAmt3750
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0508464
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0418628
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0J Austin Bitner
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt024149
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03028733
IRS990/PYInvestmentIncomeAmt011234
IRS990/PYOtherExpensesAmt060561
IRS990/PYOtherRevenueAmt0147592
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2906319
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03089294
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0182975
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt08727
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010319
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0690822
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0164920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01769320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02635381
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011234
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06657
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09332
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05040
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt038761
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt070
IRS990ScheduleA/OtherIncome170Grp/TotalAmt070
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50330
IRS990ScheduleA/PublicSupportPY170Pct00.54980
IRS990ScheduleA/PublicSupportTotal170Amt01345833
IRS990ScheduleA/SubstantialContributorsTotAmt01289548
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010319
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0690822
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0164920
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01769320
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02635381
IRS990ScheduleA/TotalSupportAmt02674212
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0148016
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt098441
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt0148016
IRS990ScheduleD/OtherRevenueAmt0148016
IRS990ScheduleD/RevenueNotReportedAmt0148016
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0107168
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, 2020, 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, 2020, the statute of limitations for fiscal years 2017 through 2020 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/ExplanationTxt1Special Event Expenses 148,016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Special Event Expenses 148,016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt098441
IRS990ScheduleD/TotalRevenuePerForm990Amt0107168
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0255184
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0246457
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0148016
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fire Ball
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Outing
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0107516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt085900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt055270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0248686
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0107516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt085900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt055270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0248686
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0100670
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt022602
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0148016
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt076738
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt048676
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd00
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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XII, Line 2c:
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

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$901,966
Liabilities
$878,837
Net assets
$23,129
Revenue
$107,168
Expenses
$98,441
Net income
$8,727
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