Civic Intelligence

Commonwealth Community Trust Endowment Fund

990 • Fiscal year 2012 • EIN 54-1565250

Jan 01, 2012 to Dec 31, 2012 • Filed on May 10, 2013

Organization ProfileWWW.COMMONWEALTHCOMMUNITYTRUST.ORG
PO Box 2940823242
Siviq Scores

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

Liabilities / Assets

30th percentile

0.03x

Higher debt load relative to assets than 30% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

86th percentile

26%

Faster asset growth than 86% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,348,814

Up $274,073 (+26%) from 2011

Net Assets

Up

$1,313,695

Up $243,306 (+23%) from 2011

Liabilities

Up

$35,119

Up $30,767 (+707%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$335,874

Up $40,809 (+14%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $906,858Liabilities 2010: $3,291Net Assets 2010: $903,5672010Assets 2011: $1,074,741Liabilities 2011: $4,352Net Assets 2011: $1,070,3892011Assets 2012: $1,348,814Liabilities 2012: $35,119Net Assets 2012: $1,313,6952012Assets 2013: $1,458,862Liabilities 2013: $26,480Net Assets 2013: $1,432,3822013Assets 2014: $1,479,992Liabilities 2014: $3,089Net Assets 2014: $1,476,9032014Assets 2015: $1,787,220Liabilities 2015: $97,052Net Assets 2015: $1,690,1682015Assets 2016: $1,877,294Liabilities 2016: $3,525Net Assets 2016: $1,873,7692016Assets 2017: $2,300,522Liabilities 2017: $7,509Net Assets 2017: $2,293,0132017Assets 2018: $2,301,609Liabilities 2018: $16,193Net Assets 2018: $2,285,4162018Assets 2019: $2,819,926Liabilities 2019: $9,597Net Assets 2019: $2,810,3292019Assets 2020: $3,262,740Liabilities 2020: $149,274Net Assets 2020: $3,113,4662020Assets 2021: $3,333,150Liabilities 2021: $8,542Net Assets 2021: $3,324,6082021Assets 2022: $2,873,556Liabilities 2022: $210,457Net Assets 2022: $2,663,0992022Assets 2023: $3,323,305Liabilities 2023: $253,358Net Assets 2023: $3,069,9472023Assets 2024: $3,513,786Liabilities 2024: $123,719Net Assets 2024: $3,390,0672024

Highlighted filing

2012

Assets$1,348,814
Liabilities$35,119
Net Assets$1,313,695
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $257,7042010Expenses 2011: $295,0652011Expenses 2012: $335,8742012Revenue 2013: $505,682Expenses 2013: $467,389Net Income 2013: $38,2932013Revenue 2014: $493,522Expenses 2014: $470,128Net Income 2014: $23,3942014Revenue 2015: $791,647Expenses 2015: $523,236Net Income 2015: $268,4112015Revenue 2016: $751,958Expenses 2016: $624,929Net Income 2016: $127,0292016Revenue 2017: $909,614Expenses 2017: $657,693Net Income 2017: $251,9212017Revenue 2018: $1,006,305Expenses 2018: $870,137Net Income 2018: $136,1682018Revenue 2019: $1,252,175Expenses 2019: $988,789Net Income 2019: $263,3862019Revenue 2020: $1,912,685Expenses 2020: $1,523,581Net Income 2020: $389,1042020Revenue 2021: $1,860,276Expenses 2021: $1,765,213Net Income 2021: $95,0632021Revenue 2022: $2,022,631Expenses 2022: $2,291,366Net Income 2022: -$268,7352022Revenue 2023: $2,966,400Expenses 2023: $2,752,941Net Income 2023: $213,4592023Revenue 2024: $3,056,588Expenses 2024: $2,910,897Net Income 2024: $145,6912024

Highlighted filing

2012

Revenue-
Expenses$335,874
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 10, 2013
Return Version
2012v2.1
Gross Receipts
$945,236
Mission and Program Overview

Mission

To provide people with special needs who live throughout the united states and their families a convenient, cost-effective framework for the administration of pooled special needs trusts that supplement government entitlement programs such as supplemental security income (ssi) and medicaid. To educate families, people with special needs, and professionals about the benefits of a special need trust. To award individuals with special needs who reside in virginia and demonstrate a financial need with a monetary grant to be used for services, medication, and/or equipment through cct's charitable fund award program.

Major Activities

Activity 2
As part of its mission to enrich the quality of life for people living with a disability, the commonwealth community trust (cct) established the cct charitable fund award program to award up to 250 per annum for equipment, medication, and/ or services to financially needy individuals with disabilities. Each recipient of an award must meet the social security administration definition of disabled and meet the federal poverty guidelines or receive ssi or medicaid. 149 individuals received assistance through this program in 2012.
Filing and Contact Details

Filer

EIN
54-1565250
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.

Path#Value
IRS990/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/BOY04352
IRS990/AccountsPayableAccruedExpenses/EOY05119
IRS990/ActivitiesConductedPartnership0false
IRS990/Activity2/Description0AS PART OF ITS MISSION TO ENRICH THE QUALITY OF LIFE FOR PEOPLE LIVING WITH A DISABILITY, THE COMMONWEALTH COMMUNITY TRUST (CCT) ESTABLISHED THE CCT CHARITABLE FUND AWARD PROGRAM TO AWARD UP TO 250 PER ANNUM FOR EQUIPMENT, MEDICATION, AND/ OR SERVICES TO FINANCIALLY NEEDY INDIVIDUALS WITH DISABILITIES. EACH RECIPIENT OF AN AWARD MUST MEET THE SOCIAL SECURITY ADMINISTRATION DEFINITION OF DISABLED AND MEET THE FEDERAL POVERTY GUIDELINES OR RECEIVE SSI OR MEDICAID. 149 INDIVIDUALS RECEIVED ASSISTANCE THROUGH THIS PROGRAM IN 2012.
IRS990/Activity2/Expense031574
IRS990/Activity2/Grants031574
IRS990/ActivityOrMissionDescription0TO PROVIDE PEOPLE WITH DISABILITIES AND THEIR FAMILIES A CONVENIENT, COST EFFECTIVE FRAMEWORK FOR THE ADMINISTRATION OF THIRD PARTY SPECIAL NEEDS AND SELF-FUNDED POOLED DISABILITY TRUSTS.
IRS990/AddressPrincipalOfficerUS/AddressLine10PO BOX 29408
IRS990/AddressPrincipalOfficerUS/City0RICHMOND
IRS990/AddressPrincipalOfficerUS/State0VA
IRS990/AddressPrincipalOfficerUS/ZIPCode023242
IRS990/Advertising/ManagementAndGeneral02941
IRS990/Advertising/ProgramServices011765
IRS990/Advertising/Total014706
IRS990/AllOtherContributions0287804
IRS990/AllOtherExpenses/ManagementAndGeneral01646
IRS990/AllOtherExpenses/ProgramServices02757
IRS990/AllOtherExpenses/Total04403
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CashNonInterestBearing/BOY024505
IRS990/CashNonInterestBearing/EOY031702
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0true
IRS990/CompensationProcessOther0false
IRS990/ConferencesMeetings/ManagementAndGeneral0146
IRS990/ConferencesMeetings/ProgramServices0583
IRS990/ConferencesMeetings/Total0729
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear0333254
IRS990/ContributionsGrantsPriorYear0227321
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DepreciationDepletion/ManagementAndGeneral0778
IRS990/DepreciationDepletion/ProgramServices03114
IRS990/DepreciationDepletion/Total03892
IRS990/DescribedIn501C30true
IRS990/Description0CONTINUE TO ADMINISTER POOLED SPECIAL NEEDS TRUSTS FOR PARTICIPANTS WHILE PRESERVING GOVERNMENT BENEFITS FOR THOSE CLIENTS RECEIVING SSI AND/OR MEDICAID. MAINTAIN A CONVENIENT, COST EFFECTIVE FRAMEWORK WITH NO MINIMUM AMOUNT REQUIRED TO ESTABLISH A TRUST. OFFER EDUCATION AND OUTREACH TO INFORM PEOPLE WITH DISABILITIES, THEIR FAMILIES, AND PROFESSIONALS ABOUT THE SERVICES OF CCT AND HOW TO PLAN AND EXECUTE A SPECIAL NEEDS TRUST THAT WILL PROVIDE FINANCIAL RESOURCES FOR AN IMPROVED QUALITY OF LIFE FOR THE BENEFICIARY.
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
IRS990/ElectionOfBoardMembers0false
IRS990/EmploymentTaxReturnsFiled0true
IRS990/ExcessBenefitTransaction0false
IRS990/Expense0248215
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/ManagementAndGeneral01275
IRS990/FeesForServicesAccounting/Total01275
IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form1098CFiled0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form8899Filed0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek91.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek101.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek111.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek121.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek131.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek141.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek151.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek161.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek171.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek181.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek191.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek2040.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector11X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector12X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector13X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector14X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector15X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector16X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector17X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector18X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector19X
IRS990/Form990PartVIISectionA/NamePerson0MIKE AMODIE
IRS990/Form990PartVIISectionA/NamePerson1AARON BARR
IRS990/Form990PartVIISectionA/NamePerson2KAREN E DUNIVAN
IRS990/Form990PartVIISectionA/NamePerson3RON FEINMAN
IRS990/Form990PartVIISectionA/NamePerson4GARY FREEMAN
IRS990/Form990PartVIISectionA/NamePerson5KRISTINE LANSING
IRS990/Form990PartVIISectionA/NamePerson6CHRISTOPHER M MARKWITH
IRS990/Form990PartVIISectionA/NamePerson7MICHAEL G PHELAN
IRS990/Form990PartVIISectionA/NamePerson8MARY ELLIS
IRS990/Form990PartVIISectionA/NamePerson9MICHELLE A JOHNSON
IRS990/Form990PartVIISectionA/NamePerson10BENJAMIN D SILLMON III
IRS990/Form990PartVIISectionA/NamePerson11DESI L WYATT
IRS990/Form990PartVIISectionA/NamePerson12SEAN RYAN
IRS990/Form990PartVIISectionA/NamePerson13HEATHER HOCH SZAJDA
IRS990/Form990PartVIISectionA/NamePerson14JAVIER MENENDEZ
IRS990/Form990PartVIISectionA/NamePerson15NATHAN ZASLER
IRS990/Form990PartVIISectionA/NamePerson16GERALD RICHARDSON
IRS990/Form990PartVIISectionA/NamePerson17JOHN MCFARLAND
IRS990/Form990PartVIISectionA/NamePerson18VICTORIA ROBERSON
IRS990/Form990PartVIISectionA/NamePerson19NEAL WALTERS
IRS990/Form990PartVIISectionA/NamePerson20JOANNE MARCUS
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/Officer5X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/OtherCompensation110
IRS990/Form990PartVIISectionA/OtherCompensation120
IRS990/Form990PartVIISectionA/OtherCompensation130
IRS990/Form990PartVIISectionA/OtherCompensation140
IRS990/Form990PartVIISectionA/OtherCompensation150
IRS990/Form990PartVIISectionA/OtherCompensation160
IRS990/Form990PartVIISectionA/OtherCompensation170
IRS990/Form990PartVIISectionA/OtherCompensation180
IRS990/Form990PartVIISectionA/OtherCompensation190
IRS990/Form990PartVIISectionA/OtherCompensation204002
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization110
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization120
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization130
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization140
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization150
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization160
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization170
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization180
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization190
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization2087748
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs120
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs130
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs140
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs150
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs160
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs170
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs180
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs190
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs200
IRS990/Form990PartVIISectionA/Title0DIRECTOR
IRS990/Form990PartVIISectionA/Title1DIRECTOR
IRS990/Form990PartVIISectionA/Title2DIRECTOR
IRS990/Form990PartVIISectionA/Title3DIRECTOR
IRS990/Form990PartVIISectionA/Title4PRESIDENT EL
IRS990/Form990PartVIISectionA/Title5DIRECTOR
IRS990/Form990PartVIISectionA/Title6PAST PRESIDE
IRS990/Form990PartVIISectionA/Title7DIRECTOR
IRS990/Form990PartVIISectionA/Title8DIRECTOR
IRS990/Form990PartVIISectionA/Title9DIRECTOR
IRS990/Form990PartVIISectionA/Title10PRESIDENT
IRS990/Form990PartVIISectionA/Title11DIRECTOR
IRS990/Form990PartVIISectionA/Title12DIRECTOR
IRS990/Form990PartVIISectionA/Title13SECRETARY
IRS990/Form990PartVIISectionA/Title14DIRECTOR
IRS990/Form990PartVIISectionA/Title15DIRECTOR
IRS990/Form990PartVIISectionA/Title16TREASURER
IRS990/Form990PartVIISectionA/Title17DIRECTOR
IRS990/Form990PartVIISectionA/Title18DIRECTOR
IRS990/Form990PartVIISectionA/Title19DIRECTOR
IRS990/Form990PartVIISectionA/Title20EXECUTIVE DI
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Securities0-12321
IRS990/Gaming0false
IRS990/GovernmentGrants045450
IRS990/GrantsAndSimilarAmntsCY031574
IRS990/GrantsAndSimilarAmntsPriorYear015895
IRS990/GrantsToDomesticIndividuals/ProgramServices031574
IRS990/GrantsToDomesticIndividuals/Total031574
IRS990/GrantsToIndividuals0true
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities0360142
IRS990/GrossReceipts0945236
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/Insurance/ManagementAndGeneral02680
IRS990/Insurance/Total02680
IRS990/InvestmentIncomeCurrentYear015086
IRS990/InvestmentIncome/ExclusionAmount027407
IRS990/InvestmentIncomePriorYear022550
IRS990/InvestmentIncome/TotalRevenueColumn027407
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY0928826
IRS990/InvestmentsPubTradedSecurities/EOY01188947
IRS990/LandBldgEquipmentAccumDeprec017131
IRS990/LandBuildingsEquipmentBasis028577
IRS990/LandBuildingsEquipmentBasisNet/BOY014778
IRS990/LandBuildingsEquipmentBasisNet/EOY011446
IRS990/LessCostOthBasisSalesExpenses/Securities0372463
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0TO PROVIDE PEOPLE WITH DISABILITIES AND THEIR FAMILIES A CONVENIENT, COST EFFECTIVE FRAMEWORK FOR THE ADMINISTRATION OF THIRD PARTY SPECIAL NEEDS AND SELF-FUNDED POOLED DISABILITY TRUSTS.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0JOANNE L MARCUS
IRS990/NbrIndependentVotingMembers020
IRS990/NbrVotingGoverningBodyMembers020
IRS990/NbrVotingMembersGoverningBody020
IRS990/NetAssetsOrFundBalancesBOY01070389
IRS990/NetAssetsOrFundBalancesEOY01313695
IRS990/NetGainOrLossInvestments/ExclusionAmount0-12321
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-12321
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109602
IRS990/NumberIndependentVotingMembers020
IRS990/NumberOfEmployees07
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral04446
IRS990/Occupancy/ProgramServices017784
IRS990/Occupancy/Total022230
IRS990/OfficeExpenses/ManagementAndGeneral03693
IRS990/OfficeExpenses/ProgramServices014771
IRS990/OfficeExpenses/Total018464
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherEmployeeBenefits/ManagementAndGeneral0629
IRS990/OtherEmployeeBenefits/ProgramServices03566
IRS990/OtherEmployeeBenefits/Total04195
IRS990/OtherExpensePriorYear0104181
IRS990/OtherExpensesCurrentYear098427
IRS990/OtherExpenses/Description0COMPUTER
IRS990/OtherExpenses/Description1SUBSIDY EXPENSE
IRS990/OtherExpenses/Description2TRUST AGENCY FEE
IRS990/OtherExpenses/Description3MISC. EXPENSE
IRS990/OtherExpenses/ManagementAndGeneral01650
IRS990/OtherExpenses/ManagementAndGeneral14769
IRS990/OtherExpenses/ProgramServices06599
IRS990/OtherExpenses/ProgramServices17425
IRS990/OtherExpenses/ProgramServices23710
IRS990/OtherExpenses/Total08249
IRS990/OtherExpenses/Total17425
IRS990/OtherExpenses/Total24769
IRS990/OtherExpenses/Total33710
IRS990/OtherLiabilities/EOY030000
IRS990/OtherRevenueCurrentYear00
IRS990/OtherSalariesAndWages/ManagementAndGeneral027223
IRS990/OtherSalariesAndWages/ProgramServices0154262
IRS990/OtherSalariesAndWages/Total0181485
IRS990/OtherWebsite0X
IRS990/PartialLiquidation0false
IRS990/PayrollTaxes/ManagementAndGeneral02118
IRS990/PayrollTaxes/ProgramServices011997
IRS990/PayrollTaxes/Total014115
IRS990/PensionPlanContributions/ManagementAndGeneral0912
IRS990/PensionPlanContributions/ProgramServices05166
IRS990/PensionPlanContributions/Total06078
IRS990/PledgesAndGrantsReceivable/BOY045450
IRS990/PledgesAndGrantsReceivable/EOY045450
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY0224433
IRS990/ProgramServiceRevenue/Description0CONSULTATION FEES (0.5%)
IRS990/ProgramServiceRevenue/Description1JOINDER FEES
IRS990/ProgramServiceRevenue/Description2TERMINATION
IRS990/ProgramServiceRevenue/Description3SNT ANNUAL RENEWAL FEES
IRS990/ProgramServiceRevenuePriorYear0206576
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0126333
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome181150
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome29000
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome37950
IRS990/ProgramServiceRevenue/TotalRevenueColumn0126333
IRS990/ProgramServiceRevenue/TotalRevenueColumn181150
IRS990/ProgramServiceRevenue/TotalRevenueColumn29000
IRS990/ProgramServiceRevenue/TotalRevenueColumn37950
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationOtherChanges06407
IRS990/ReconcilationRevenueExpenses0236899
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0true
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0true
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0236899
IRS990/RevenuesLessExpensesPriorYear0161382
IRS990/SalariesEtcCurrentYear0205873
IRS990/SalariesEtcPriorYear0174989
IRS990/SavingsAndTempCashInvestments/BOY061182
IRS990/SavingsAndTempCashInvestments/EOY071269
IRS990ScheduleA/CommunityTrust170b1Avi0X
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0333254
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year0227321
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years0170992
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years0244942
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years0287354
IRS990ScheduleA/GiftsGrantsContribReceived170/Total01263863
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear027407
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year032051
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years027557
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years018623
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years019469
IRS990ScheduleA/GrossInvestmentIncome170/Total0125107
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc0224433
IRS990ScheduleA/PublicSupportPertcentage17000.90990
IRS990ScheduleA/PublicSupportPertcentPriorYear00.91450
IRS990ScheduleA/PublicSupportTotal17001263863
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear0333254
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year0227321
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years0170992
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years0244942
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years0287354
IRS990ScheduleA/Total170/Total01263863
IRS990ScheduleA/TotalSupport01388970
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired0true
IRS990ScheduleD/Equipment/BookValue011046
IRS990ScheduleD/Equipment/Depreciation07252
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis018298
IRS990ScheduleD/OtherLandBuildings/BookValue0400
IRS990ScheduleD/OtherLandBuildings/Depreciation09879
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis010279
IRS990ScheduleD/OtherLiabilities/Amount030000
IRS990ScheduleD/OtherLiabilities/Description0MEDICAID/BENEFICIARY HOLD
IRS990ScheduleD/TotalOfAmounts030000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,348,814
Liabilities
$35,119
Net assets
$1,313,695
Revenue
-
Expenses
$335,874
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.12$3.39$3.06$2.91$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.25$3.07$2.97$2.75$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.21$2.66$2.02$2.29$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.01$3.32$1.86$1.77$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.15$3.11$1.91$1.52$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.01$2.81$1.25$0.99$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.02$2.29$1.01$0.87$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.01$2.29$0.91$0.66$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.87$0.75$0.62$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.79$0.10$1.69$0.79$0.52$0.27
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.49$0.47$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.03$1.43$0.51$0.47$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.04$1.31$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.90$0.26