Civic Intelligence

First Maryland Disability Trust Inc

EIN 56-2519036 • 501(c)3 • Lutherville, MD

Profile

To enhance the quality of life, autonomy and dignity of Marylanders with disabilities by offering cost effective trust services to protect, manage and use trust assets for our beneficiaries while preserving their eligibility for public and private benefits.

1400 Front Avenue 303Lutherville, MD 21093

www.firstmdtrust.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.24x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.75x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

76th percentile

17%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-2.0%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$9,505,443

Up $1,400,631 (+17%) from 2023

Liabilities

Up

$2,242,463

Up $57,543 (+2.6%) from 2023

Net Assets

Up

$7,262,980

Up $1,343,088 (+23%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin80th percentile

Revenue

Down

$2,980,219

Down $62,217 (-2.0%) from 2023

Expenses

Up

$2,124,517

Up $289,239 (+16%) from 2023

Net Income

Down

$855,702

Down $351,456 (-29%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $49,667Liabilities 2011: $3,949Net Assets 2011: $45,7182011Assets 2012: $58,029Liabilities 2012: $4,991Net Assets 2012: $53,0382012Assets 2013: $90,677Liabilities 2013: $5,388Net Assets 2013: $85,2892013Assets 2014: $122,852Liabilities 2014: $8,326Net Assets 2014: $114,5262014Assets 2015: $161,906Liabilities 2015: $10,022Net Assets 2015: $151,8842015Assets 2016: $262,755Liabilities 2016: $19,176Net Assets 2016: $243,5792016Assets 2017: $1,001,628Liabilities 2017: $501,367Net Assets 2017: $500,2612017Assets 2018: $1,122,079Liabilities 2018: $282,019Net Assets 2018: $840,0602018Assets 2019: $2,682,047Liabilities 2019: $478,852Net Assets 2019: $2,203,1952019Assets 2020: $4,042,362Liabilities 2020: $822,287Net Assets 2020: $3,220,0752020Assets 2021: $5,995,096Liabilities 2021: $1,474,661Net Assets 2021: $4,520,4352021Assets 2022: $5,685,763Liabilities 2022: $1,434,185Net Assets 2022: $4,251,5782022Assets 2023: $8,104,812Liabilities 2023: $2,184,920Net Assets 2023: $5,919,8922023Assets 2024: $9,505,443Liabilities 2024: $2,242,463Net Assets 2024: $7,262,9802024

Highlighted filing

2024

Assets$9,505,443
Liabilities$2,242,463
Net Assets$7,262,980
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2011: $101,744Expenses 2011: $89,541Net Income 2011: $12,2032011Revenue 2012: $150,085Expenses 2012: $142,765Net Income 2012: $7,3202012Revenue 2013: $219,136Expenses 2013: $186,885Net Income 2013: $32,2512013Revenue 2014: $289,879Expenses 2014: $260,642Net Income 2014: $29,2372014Revenue 2015: $396,100Expenses 2015: $358,742Net Income 2015: $37,3582015Revenue 2016: $538,197Expenses 2016: $446,502Net Income 2016: $91,6952016Revenue 2017: $757,133Expenses 2017: $509,941Net Income 2017: $247,1922017Revenue 2018: $950,000Expenses 2018: $584,289Net Income 2018: $365,7112018Revenue 2019: $2,025,807Expenses 2019: $738,588Net Income 2019: $1,287,2192019Revenue 2020: $1,824,993Expenses 2020: $933,617Net Income 2020: $891,3762020Revenue 2021: $2,212,520Expenses 2021: $1,168,287Net Income 2021: $1,044,2332021Revenue 2022: $1,782,285Expenses 2022: $1,568,452Net Income 2022: $213,8332022Revenue 2023: $3,042,436Expenses 2023: $1,835,278Net Income 2023: $1,207,1582023Revenue 2024: $2,980,219Expenses 2024: $2,124,517Net Income 2024: $855,7022024

Highlighted filing

2024

Revenue$2,980,219
Expenses$2,124,517
Net Income$855,702
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,505,443
Liabilities
$2,242,463
Net assets
$7,262,980
Revenue
$2,980,219
Expenses
$2,124,517
Net income
$855,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.51$2.24$7.26$2.98$2.12$0.86
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.10$2.18$5.92$3.04$1.84$1.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.69$1.43$4.25$1.78$1.57$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.00$1.47$4.52$2.21$1.17$1.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.82$3.22$1.82$0.93$0.89
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.48$2.20$2.03$0.74$1.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.28$0.84$0.95$0.58$0.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.50$0.50$0.76$0.51$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.02$0.24$0.54$0.45$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.01$0.15$0.40$0.36$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.01$0.11$0.29$0.26$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.09$0.01$0.09$0.22$0.19$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.05$0.15$0.14$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.10$0.09$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$5,096,160
Mission and Program Overview

Mission

To enhance the quality of life, autonomy and dignity of Marylanders with disabilities by offering cost effective trust services to protect, manage and use trust assets for our beneficiaries while preserving their eligibility for public and private benefits.

Providing trust services to individuals with disabilities of all ages throughout maryland.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,619,305$5,497,007▼ $122,298
Pledges and Grants Receivable-$798,848-
Land, Buildings, and Equipment, Net$47,975$412,950▲ $364,975
Accounts Receivable$147,167$284,418▲ $137,251
Savings and Temporary Cash Investments$130,536$190,465▲ $59,929
Cash and Non-Interest-Bearing Accounts$65,604$186,021▲ $120,417
Prepaid Expenses and Deferred Charges$31,389$33,690▲ $2,301
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$8,104,812$9,505,443▲ $1,400,631
Other Assets Total$2,062,836$2,102,044▲ $39,208
Liabilities
Other Liabilities$2,083,924$2,127,059▲ $43,135
Accounts Payable and Accrued Expenses$100,996$115,404▲ $14,408
Total Liabilities$2,184,920$2,242,463▲ $57,543
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,919,892$7,262,980▲ $1,343,088
Total Net Assets Fund Balance$5,919,892$7,262,980▲ $1,343,088
Total Liabilities and Net Assets / Fund Balance$8,104,812$9,505,443▲ $1,400,631

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$314,964$6,536$321,500
Equipment$65,363$115,756$181,119
Leasehold Improvements$21,798$2,500$24,298
Other Land Buildings$10,825-$10,825
Other Assets Org$1,600,827--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Denise FikeCEOFT$164,423$17,755$182,178
Mary HammeAccountantFT$126,090$12,168$138,258
Charles FranzCounselFT$100,002$3,000$103,002

Board Members and Trustees

NameTitle
Kenneth HoeferPresident
Alexander ZarzeckiVice President
Fred WhitonAd-hoc Director
Andrew T MazanDirector
Betty FerberDirector
Christopher BlairDirector
David GoldfarbDirector
Elena SallittoDirector
Jessica YoungDirector
May-lis ManleyDirector
Morris KleinDirector
Natasha N LudwigDirector
Peter MerrillDirector
Mallory LeggSecretary
Michael LevineTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,264,124
Program Service Revenue
$1,474,837
Investment Income
$208,743
Other Revenue
$32,515
All Other Contributions
$1,264,124
Change in Net Assets
$855,702

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Commercial1$321,500State Assessment
Total Noncash Contributions1$321,500-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,980,219
Revenue Not Reported on Form 990
$487,386
Total Revenue per Audited Statements
$3,467,605
Total Revenue per Form 990
$2,980,219
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,473,309
Other Expenses$651,208
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$883,926$238,167-$1,122,093
Current Officers, Directors, Trustees, and Key Employees$84,712$84,712-$169,424
Advertising$75,719$23,076-$98,795
Payroll Taxes$72,026$24,008-$96,034
Occupancy$77,685$13,709-$91,394
Other Employee Benefits$64,318$21,440-$85,758
Information Technology$43,567$7,688-$51,255
Office Expenses$36,529$12,176-$48,705
Fees for Services Lobbying-$47,857-$47,857
Fees for Services Other$1,769$32,106-$33,875
Depreciation Depletion$21,736$7,245-$28,981
Conferences and Meetings$8,253$18,805-$27,058
Travel$23,875$967-$24,842
Insurance$20,804$3,671-$24,475
Fees for Services Accounting-$15,078-$15,078
Other Expenses$597$3,726-$4,323
Interest$1,630$543-$2,173
Total Functional Expenses$1,565,840$558,677$0$2,124,517

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,124,517
Total Expenses per Audited Statements$2,124,517
Total Expenses per Form 990$2,124,517
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$1,600,827
Operating Lease Liability$509,715
Finance Lease Liability$16,517
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
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, Part VI, Section B, Line 11B

“The finance committee will review the 990 prior to its filing and the board of directors will receive a copy of the 990 after it has been filed”

Form 990, Part VI, Section B, Line 12C

“Every board member and key staff person completes a conflict of interest certification in accordance with irs guidelines. In the case of conflict, the executive committee serves as the adjudicator. Any unresolved conflicts are brought to the board for a full vote.”

Form 990, Part VI, Section B, Line 15A

“The board executive committee places ads, collects resumes, does phone interviews and then final interviews. The committee looks at comparable salaries for ceo position as well as budget to determine salary.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflicts of interest policy and financial statements are made available to the public upon written request to the organization.”

Filing and Contact Details

Filer

Filer Name
First Maryland Disability Trust Inc
EIN
56-2519036
Phone
4102964408
Address
1400 FRONT AVENUE 303, LUTHERVILLE, MD 21093

Signing Officer

Name
Denise Fike
Title
CEO
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise Fike
Formed
2005
Legal Domicile
Md
Voting Board Members
14
Independent Board Members
14
Employees
22

Preparer

Firm
Wancowicz & Associates PA
Address
11350 McCormick Rd Ste 406 EP 3, Hunt Valley, MD 21031
Preparer
James S Wancowicz
Phone
4107716510
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization did not change its review or selection process during the year.”

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization is exempt from federal and state taxation under Section 501(c)(3) of the Internal Revenue Code and is classified as other than a private trust.The Organization's evaluation on December 31, 2024 revealed no uncertain tax positions that would have a material impact on the financial statements. The 2021 through 2023 tax years remain subject to examination by the IRS. The Organization does not believe that any reasonably possible changes will occur within the next twelve (12) months that will have a material impact on the financial statements.”

Raw XML AppendixShowing 400 of 640 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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