Civic Intelligence

Commonwealth Community Trust Endowment Fund

990 • Fiscal year 2016 • EIN 54-1565250

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 21, 2017

PO Box 29408Richmond, VA 23242

(804) 740-6930

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

77th percentile

17%

Higher net margin than 77% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

73rd percentile

$111,129

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

62nd percentile

5.0%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-5.0%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,877,294

Up $90,074 (+5.0%) from 2015

Net Assets

Up

$1,873,769

Up $183,601 (+11%) from 2015

Liabilities

Down

$3,525

Down $93,527 (-96%) from 2015

Revenue

Down

$751,958

Down $39,689 (-5.0%) from 2015

Expenses

Up

$624,929

Up $101,693 (+19%) from 2015

Net Income

Down

$127,029

Down $141,382 (-53%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$1,877,294
Liabilities$3,525
Net Assets$1,873,769

Operations Trend

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

2016

Revenue$751,958
Expenses$624,929
Net Income$127,029
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 21, 2017
Return Version
2016v3.0
Gross Receipts
$2,262,440
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,687,989$1,777,260▲ $89,271
Savings and Temporary Cash Investments$58,905$74,950▲ $16,045
Land, Buildings, and Equipment, Net$18,720$12,368▼ $6,352
Cash and Non-Interest-Bearing Accounts$15,214$9,214▼ $6,000
Prepaid Expenses and Deferred Charges$3,871$981▼ $2,890
Total Assets$1,787,220$1,877,294▲ $90,074
Other Assets Total$2,521$2,521→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,432$3,515▲ $2,083
Escrow Account Liability$95,620$10▼ $95,610
Total Liabilities$97,052$3,525▼ $93,527
Net Assets / Fund Balance
Unrestricted Net Assets$1,690,168$1,872,504▲ $182,336
Temporarily Rstr Net Assets-$1,265-
Total Net Assets Fund Balance$1,690,168$1,873,769▲ $183,601
Total Liabilities and Net Assets / Fund Balance$1,787,220$1,877,294▲ $90,074

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,622$24,968$35,590
Equipment$1,746$16,552$18,298
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Joanne MarcusExecutive DiFT$111,129$111,129
Revenue and Support

Revenue Composition

Contributions and Grants
$367,393
Program Service Revenue
$336,929
Investment Income
$47,636
Other Revenue
$0
All Other Contributions
$321,943
Change in Net Assets
$127,029
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$361,448
Other Expenses$198,419
Grants and Similar Amounts Paid$65,062
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$164,366$41,092-$205,458
Current Officers, Directors, Trustees, and Key Employees$88,903$22,226-$111,129
Grants to Domestic Individuals$65,062--$65,062
Occupancy$32,590$8,147-$40,737
Advertising$25,966$6,491-$32,457
Information Technology$24,397$6,099-$30,496
Payroll Taxes$20,125$5,031-$25,156
Travel$18,436$4,609-$23,045
Insurance$8,559$2,140-$10,699
Pension Plan Contributions$8,038$2,010-$10,048
Other Employee Benefits$7,726$1,931-$9,657
Fees for Services Accounting$6,950$1,737-$8,687
Depreciation Depletion$5,082$1,271-$6,353
Office Expenses$5,050$1,262-$6,312
Fees for Service Investment Mgmnt Fees$4,718$1,180-$5,898
Other Expenses$3,066$767-$3,833
Conferences and Meetings$2,422$606-$3,028
All Other Expenses$2,149$537-$2,686
Total Functional Expenses$512,955$111,974$0$624,929
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The executive director distributes copies of the completed draft of form 990 (including required schedules)to board members who are cpas for their review. Any concerns or questions are noted and addressed. After all changes have been made, the final version of the form 990 (with required schedules) are distributed to every voting member of the board of directors prior to filing with the irs.

Form 990, Page 6, Part VI, Line 12C

Each board member is required to complete a questionnaire on an annual basis to certify that they have no conflicts or to disclose any potential conflicts.

Form 990, Page 6, Part VI, Line 15A

The board of directors review and approve the executive director's compensation annually. Every three years, independent salary surveys are conducted for all management and staff positions.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Commonwealth Community Trust
EIN
54-1565250
Phone
8047406930
Address
PO BOX 29408, RICHMOND, VA 23242

Signing Officer

Name
Joanne Marcus
Title
Executive Director
Phone
8047406930
Signed
2017-09-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joanne Marcus
Formed
1990
Legal Domicile
Va
Voting Board Members
22
Independent Board Members
22
Employees
10

Preparer

Firm
Harris Hardy & Johnstone Pc
Address
300 ARBORETUM PL STE 660, RICHMOND, VA 23236
Preparer
Hilbert W Wilkinson Iii
Phone
8045600560
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.

Financial Statement Notes

Schedule D, Page 3, Part X

The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the trust may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the trust and various positions related to the potential sources of unrelated business taxable income (ubti). The trust has recognized no uncertain tax positions for the year ended december 31, 2016. The trust believes its tax returns are no longer subject to examinations for years prior to 2013.

Raw XML AppendixShowing 400 of 541 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01432
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03515
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt06491
IRS990/AdvertisingGrp/ProgramServicesAmt025966
IRS990/AdvertisingGrp/TotalAmt032457
IRS990/AllOtherContributionsAmt0321943
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0537
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02149
IRS990/AllOtherExpensesGrp/TotalAmt02686
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum08047406930
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 29408
IRS990/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd023242
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt015214
IRS990/CashNonInterestBearingGrp/EOYAmt09214
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt022226
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt088903
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0111129
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0606
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02422
IRS990/ConferencesMeetingsGrp/TotalAmt03028
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0367393
IRS990/CYGrantsAndSimilarPaidAmt065062
IRS990/CYInvestmentIncomeAmt047636
IRS990/CYOtherExpensesAmt0198419
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0336929
IRS990/CYRevenuesLessExpensesAmt0127029
IRS990/CYSalariesCompEmpBnftPaidAmt0361448
IRS990/CYTotalExpensesAmt0624929
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0751958
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01271
IRS990/DepreciationDepletionGrp/ProgramServicesAmt05082
IRS990/DepreciationDepletionGrp/TotalAmt06353
IRS990/Desc0ADMINISTERS THIRD-PARTY, FIRST-PARTY AND MILITARY SURVIVOR BENEFIT PLAN- FUNDED 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 A MINIMUM OF 5,000 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 POOLED SPECIAL NEEDS TRUST THAT WILL PROVIDE FINANCIAL RESOURCES FOR AN IMPROVED QUALITY OF LIFE FOR THE TRUST BENEFICIARY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt095620
IRS990/EscrowAccountLiabilityGrp/EOYAmt010
IRS990/ExpenseAmt0447893
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01737
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt06950
IRS990/FeesForServicesAccountingGrp/TotalAmt08687
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01180
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt04718
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05898
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/PersonNm0AARON BARR
IRS990/Form990PartVIISectionAGrp/PersonNm1ALEXANDRA BADMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2STEPHEN BURNS
IRS990/Form990PartVIISectionAGrp/PersonNm3CRAIG DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID ACREE
IRS990/Form990PartVIISectionAGrp/PersonNm5DESI WYATT
IRS990/Form990PartVIISectionAGrp/PersonNm6GARY FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7GARY LEVINE
IRS990/Form990PartVIISectionAGrp/PersonNm8HEATHER SZAJDA
IRS990/Form990PartVIISectionAGrp/PersonNm9JAVIER MENENDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN MCFARLAND
IRS990/Form990PartVIISectionAGrp/PersonNm11JUSTIN TRENT
IRS990/Form990PartVIISectionAGrp/PersonNm12KRISTINE LANSING
IRS990/Form990PartVIISectionAGrp/PersonNm13MARY ELLIS
IRS990/Form990PartVIISectionAGrp/PersonNm14MATTHEW BUCKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL PHELAN
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHELLE JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm17NATHAN ZASLER
IRS990/Form990PartVIISectionAGrp/PersonNm18NEAL WALTERS
IRS990/Form990PartVIISectionAGrp/PersonNm19PENN CRAWFORD
IRS990/Form990PartVIISectionAGrp/PersonNm20RON FEINMAN
IRS990/Form990PartVIISectionAGrp/PersonNm21SEAN RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm22JOANNE MARCUS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22111129
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-1969
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GovernmentGrantsAmt045450
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt065062
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt065062
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01508513
IRS990/GrossReceiptsAmt02262440
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06099
IRS990/InformationTechnologyGrp/ProgramServicesAmt024397
IRS990/InformationTechnologyGrp/TotalAmt030496
IRS990/InsuranceGrp/ManagementAndGeneralAmt02140
IRS990/InsuranceGrp/ProgramServicesAmt08559
IRS990/InsuranceGrp/TotalAmt010699
IRS990/InvestmentIncomeGrp/ExclusionAmt049605
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt049605
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01687989
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01777260
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt041520
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018720
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012368
IRS990/LandBldgEquipCostOrOtherBssAmt053888
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01510482
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01690168
IRS990/NetAssetsOrFundBalancesEOYAmt01873769
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1969
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1969
IRS990/NetUnrlzdGainsLossesInvstAmt056572
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt08147
IRS990/OccupancyGrp/ProgramServicesAmt032590
IRS990/OccupancyGrp/TotalAmt040737
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01262
IRS990/OfficeExpensesGrp/ProgramServicesAmt05050
IRS990/OfficeExpensesGrp/TotalAmt06312
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02521
IRS990/OtherAssetsTotalGrp/EOYAmt02521
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01931
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07726
IRS990/OtherEmployeeBenefitsGrp/TotalAmt09657
IRS990/OtherExpensesGrp/Desc0PRINTING & COPYING
IRS990/OtherExpensesGrp/Desc1OFFICE SUPPLIES
IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02285
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11386
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21167
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3767
IRS990/OtherExpensesGrp/ProgramServicesAmt09141
IRS990/OtherExpensesGrp/ProgramServicesAmt15543
IRS990/OtherExpensesGrp/ProgramServicesAmt24666
IRS990/OtherExpensesGrp/ProgramServicesAmt33066
IRS990/OtherExpensesGrp/TotalAmt011426
IRS990/OtherExpensesGrp/TotalAmt16929
IRS990/OtherExpensesGrp/TotalAmt25833
IRS990/OtherExpensesGrp/TotalAmt33833
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041092
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0164366
IRS990/OtherSalariesAndWagesGrp/TotalAmt0205458
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05031
IRS990/PayrollTaxesGrp/ProgramServicesAmt020125
IRS990/PayrollTaxesGrp/TotalAmt025156
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02010
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08038
IRS990/PensionPlanContributionsGrp/TotalAmt010048
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03871
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0981
IRS990/PrincipalOfficerNm0JOANNE MARCUS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONSULTATION FEES (0.5%)
IRS990/ProgramServiceRevenueGrp/Desc1JOINDER FEE:PDT ENROLLMENT FE
IRS990/ProgramServiceRevenueGrp/Desc2SNT ANNUAL RENEWAL FEES
IRS990/ProgramServiceRevenueGrp/Desc3TERMINATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0202329
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1117800
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29300
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt37500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0202329
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1117800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37500
IRS990/ProgSrvcAccomActy2Grp/Desc0AS PART OF ITS MISSION TO ENRICH THE QUALITY OF LIFE FOR PEOPLE LIVING WITH A DISABILITY, CCT ESTABLISHED THE CHARITABLE FUND AWARD PROGRAM TO AWARD UP TO 1,000 PER ANNUM FOR EQUIPMENT, MEDICATION, AND/OR SERVICES TO INDIVIDUALS WITH DISABILITIES WHO DEMONSTRATE FINANCIAL NEED. 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. 97 INDIVIDUALS RECEIVED ASSISTANCE THROUGH THIS PROGRAM IN 2016.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt065062
IRS990/ProgSrvcAccomActy2Grp/GrantAmt065062
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0429340
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt051722
IRS990/PYInvestmentIncomeAmt045426
IRS990/PYOtherExpensesAmt0176626
IRS990/PYProgramServiceRevenueAmt0316881
IRS990/PYRevenuesLessExpensesAmt0268411
IRS990/PYSalariesCompEmpBnftPaidAmt0294888
IRS990/PYTotalExpensesAmt0523236
IRS990/PYTotalRevenueAmt0791647
IRS990/ReconcilationRevenueExpnssAmt0127029
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0336929
IRS990/SavingsAndTempCashInvstGrp/BOYAmt058905
IRS990/SavingsAndTempCashInvstGrp/EOYAmt074950
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0367393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0429340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0136618
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0236254
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0333254
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01502859

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2016Detailed filing. Detailed filing data is available for this year.$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