Civic Intelligence

MID Atlantic Financial Services

990EZ • Fiscal year 2021 • EIN 52-6059632

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 19, 2022

Organization ProfileN/A
4411 Sedgwick RoadBaltimore, MD 21210

(410) 243-5782

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

34th percentile

-1.0%

Higher net margin than 34% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

87th percentile

$55,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 95.1% of source-year revenue.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

31st percentile

-3.0%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

65th percentile

19%

Faster revenue growth than 65% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$19,158

Down $601 (-3.0%) from 2020

Net Assets

$19,158

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin34th percentile

Revenue

Up

$57,807

Up $9,137 (+19%) from 2020

Expenses

Up

$58,408

Up $629 (+1.1%) from 2020

Net Income

Up

-$601

Up $8,508 (+93%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$30K$20K$10K$0Assets 2010: $5,739Liabilities 2010: $0Net Assets 2010: $5,7392010Assets 2011: $6,171Liabilities 2011: $02011Assets 2012: $3,776Liabilities 2012: $0Net Assets 2012: $3,7762012Assets 2013: $4,373Liabilities 2013: $02013Assets 2014: $4,742Liabilities 2014: $02014Assets 2015: $4,969Liabilities 2015: $02015Assets 2016: $5,571Liabilities 2016: $02016Assets 2017: $780Liabilities 2017: $02017Assets 2018: $1,340Liabilities 2018: $02018Assets 2019: $28,868Liabilities 2019: $02019Assets 2020: $19,759Liabilities 2020: $02020Assets 2021: $19,158Liabilities 2021: $0Net Assets 2021: $19,1582021Assets 2022: $19,117Liabilities 2022: $0Net Assets 2022: $19,1172022Assets 2023: $8,959Liabilities 2023: $0Net Assets 2023: $8,9592023Assets 2024: $8,690Liabilities 2024: $0Net Assets 2024: $8,6902024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2021

Assets$19,158
Liabilities$0
Net Assets$19,158
Open 2021 Filing

Operations Trend

Revenue Growth65th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $66,666Expenses 2010: $65,696Net Income 2010: $9702010Revenue 2011: $65,875Expenses 2011: $65,443Net Income 2011: $4322011Revenue 2012: $47,365Expenses 2012: $49,760Net Income 2012: -$2,3952012Revenue 2013: $35,002Expenses 2013: $34,405Net Income 2013: $5972013Revenue 2014: $34,602Expenses 2014: $34,233Net Income 2014: $3692014Revenue 2015: $34,303Expenses 2015: $34,076Net Income 2015: $2272015Revenue 2016: $35,803Expenses 2016: $35,201Net Income 2016: $6022016Revenue 2017: $34,802Expenses 2017: $39,593Net Income 2017: -$4,7912017Revenue 2018: $68,303Expenses 2018: $73,243Net Income 2018: -$4,9402018Revenue 2019: $134,203Expenses 2019: $106,675Net Income 2019: $27,5282019Revenue 2020: $48,670Expenses 2020: $57,779Net Income 2020: -$9,1092020Revenue 2021: $57,807Expenses 2021: $58,408Net Income 2021: -$6012021Revenue 2022: $57,807Expenses 2022: $57,848Net Income 2022: -$412022Revenue 2023: $57,807Expenses 2023: $67,965Net Income 2023: -$10,1582023Revenue 2024: $67,817Expenses 2024: $68,086Net Income 2024: -$2692024Revenue 2025: $0Expenses 2025: $8,690Net Income 2025: -$8,6902025

Highlighted filing

2021

Revenue$57,807
Expenses$58,408
Net Income-$601
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 19, 2022
Return Version
2021v4.2
Gross Receipts
$57,807
Mission and Program Overview

Mission

Improve, protect, and enhance the financial services industry in the mid atlantic region.

Program Services

DescriptionGrantsExpenses
MAINTAINED A FAVORABLE BUSINESS CLIMATE FOR MEMBER BUSINESSES.$0$0
MONITORED CHANGES AFFECTING THE FINANCIAL SERVICES INDUSTRY IN THE MID ATLANTIC REGION.$0$0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS DIPIETROExecutive DirectorPT$55,000-$55,000
JOHN MORTONPresident-$0--
JAMES KINIONVice President-$0--
CHRIS MCKINLEYSecretary/Treasurer-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$66,026
Current Year Nondeductible Lobbying and Political Cost$52,480
Filing and Contact Details

Filer

Filer Name
Mid Atlantic Financial Services
EIN
52-6059632
Phone
4102435782
Address
4411 SEDGWICK ROAD, BALTIMORE, MD 21210

Signing Officer

Name
Chris Dipietro
Title
Executive Director
Phone
4102435782
Signed
2022-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Katz Abosch
Address
9690 DEERECO RD STE 500, TIMONIUM, MD 21093
Preparer
Lauren K Owoc CPA
Phone
4108286432
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 2.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: dues and subscriptions. Amount: 905. Description: meetings. Amount: 450. Description: lobbysist fees. Amount: 100. Total to form 990-ez, line 16: 1,455.”

Raw XML Appendix127 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHRIS DIPIETRO
IRS990EZ/BooksInCareOfDetail/PhoneNum04102435782
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04411 SEDGWICK RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BALTIMORE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021210
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019759
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019158
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-601
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01953
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019759
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019158
IRS990EZ/GrossReceiptsAmt057807
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt057805
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019759
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019158
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019759
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019158
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt325.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt355000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN MORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES KINION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS MCKINLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS DIPIETRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01455
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0IMPROVE, PROTECT, AND ENHANCE THE FINANCIAL SERVICES INDUSTRY IN THE MID ATLANTIC REGION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAINED A FAVORABLE BUSINESS CLIMATE FOR MEMBER BUSINESSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MONITORED CHANGES AFFECTING THE FINANCIAL SERVICES INDUSTRY IN THE MID ATLANTIC REGION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt055000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd01
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt058408
IRS990EZ/TotalRevenueAmt057807
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AggregateReportedDuesNtcAmt054915
IRS990ScheduleC/AgreeCarryoverPriorYearInd01
IRS990ScheduleC/CarriedOverAmt02890
IRS990ScheduleC/DuesAssessmentsAmt057805
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt013546
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt052480
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt066026
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 905. DESCRIPTION: MEETINGS. AMOUNT: 450. DESCRIPTION: LOBBYSIST FEES. AMOUNT: 100. TOTAL TO FORM 990-EZ, LINE 16: 1,455.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS DIPIETRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04102435782
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MID ATLANTIC FINANCIAL SERVICES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MIDA
ReturnHeader/Filer/EIN0526059632
ReturnHeader/Filer/PhoneNum04102435782
ReturnHeader/Filer/USAddress/AddressLine1Txt04411 SEDGWICK ROAD
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521003788
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KATZ ABOSCH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09690 DEERECO RD STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TIMONIUM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021093
ReturnHeader/PreparerPersonGrp/PhoneNum04108286432
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN K OWOC CPA
ReturnHeader/ReturnTs02022-10-21T08:58:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DIPIETRO
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,158
Liabilities
$0
Net assets
$19,158
Revenue
$57,807
Expenses
$58,408
Net income
-$601
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.09$0.09
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.68$0.68$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.58$0.68$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.58$0.58$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.58$0.58$0.01
2020Summary only. Only limited summary data is available for this year.$0.20$0.00$0.49$0.58$0.09
2019Summary only. Only limited summary data is available for this year.$0.29$0.00$1.34$1.07$0.28
2018Summary only. Only limited summary data is available for this year.$0.01$0.00$0.68$0.73$0.05
2017Summary only. Only limited summary data is available for this year.$0.01$0.00$0.35$0.40$0.05
2016Summary only. Only limited summary data is available for this year.$0.06$0.00$0.36$0.35$0.01
2015Summary only. Only limited summary data is available for this year.$0.05$0.00$0.34$0.34$0.00
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$0.35$0.34$0.00
2013Summary only. Only limited summary data is available for this year.$0.04$0.00$0.35$0.34$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.00$0.04$0.47$0.50$0.02
2011Summary only. Only limited summary data is available for this year.$0.06$0.00$0.66$0.65$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.67$0.66$0.01