Civic Intelligence

Charles County Charitable Trust Inc.

990 • Fiscal year 2022 • EIN 81-3638681

Jul 01, 2021 to Jun 30, 2022 • Filed on May 12, 2023

Organization ProfileN/A
9501 Crain Highway Box 2Bel Alton, MD 20611

(301) 934-3700

Siviq Scores

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

Liabilities / Assets

56th percentile

0.09x

Higher debt load relative to assets than 56% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

40th percentile

2.0%

Higher net margin than 40% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$47,736

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

1st percentile

-76%

Faster asset growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

62nd percentile

15%

Faster revenue growth than 62% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$140,396

Down $452,732 (-76%) from 2021

Net Assets

Up

$127,299

Up $40,793 (+47%) from 2021

Liabilities

Down

$13,097

Down $493,525 (-97%) from 2021

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin40th percentile

Revenue

Up

$2,069,196

Up $277,371 (+15%) from 2021

Expenses

Up

$2,028,403

Up $266,316 (+15%) from 2021

Net Income

Up

$40,793

Up $11,055 (+37%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$600K$400K$200K$0Assets 2017: $56,208Liabilities 2017: $13,538Net Assets 2017: $42,6702017Assets 2018: $46,932Liabilities 2018: $18,578Net Assets 2018: $28,3542018Assets 2019: $52,638Liabilities 2019: $15,583Net Assets 2019: $37,0552019Assets 2020: $86,707Liabilities 2020: $29,939Net Assets 2020: $56,7682020Assets 2021: $593,128Liabilities 2021: $506,622Net Assets 2021: $86,5062021Assets 2022: $140,396Liabilities 2022: $13,097Net Assets 2022: $127,2992022Assets 2023: $155,934Liabilities 2023: $25,127Net Assets 2023: $130,8072023Assets 2024: $228,247Liabilities 2024: $13,717Net Assets 2024: $214,5302024Assets 2025: $234,669Liabilities 2025: $22,064Net Assets 2025: $212,6052025

Highlighted filing

2022

Assets$140,396
Liabilities$13,097
Net Assets$127,299
Open 2022 Filing

Operations Trend

Revenue Growth62nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $183,628Expenses 2017: $140,958Net Income 2017: $42,6702017Revenue 2018: $999,547Expenses 2018: $1,013,861Net Income 2018: -$14,3142018Revenue 2019: $1,014,856Expenses 2019: $1,006,155Net Income 2019: $8,7012019Revenue 2020: $1,231,564Expenses 2020: $1,211,851Net Income 2020: $19,7132020Revenue 2021: $1,791,825Expenses 2021: $1,762,087Net Income 2021: $29,7382021Revenue 2022: $2,069,196Expenses 2022: $2,028,403Net Income 2022: $40,7932022Revenue 2023: $1,876,154Expenses 2023: $1,872,646Net Income 2023: $3,5082023Revenue 2024: $1,849,393Expenses 2024: $1,765,670Net Income 2024: $83,7232024Revenue 2025: $1,668,070Expenses 2025: $1,669,995Net Income 2025: -$1,9252025

Highlighted filing

2022

Revenue$2,069,196
Expenses$2,028,403
Net Income$40,793
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2023
Return Version
2021v4.1
Gross Receipts
$2,069,196
Mission and Program Overview

Mission

The mission of the Charles County Charitable Trust is to improve quality of life in the community by strengthening the local nonprofit sector through educational programs and grant assistance.

To improve quality of life in the community by strengthening the local nonprofit sector through educational programs and grant assistance

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$581,093$128,028▼ $453,065
Land, Buildings, and Equipment, Net$5,894$4,140▼ $1,754
Prepaid Expenses and Deferred Charges$1,341$3,937▲ $2,596
Accounts Receivable$4,050$2,583▼ $1,467
Pledges and Grants Receivable-$1,708-
Total Assets$593,128$140,396▼ $452,732
Other Assets Total$750--
Liabilities
Accounts Payable and Accrued Expenses$2,567$10,308▲ $7,741
Deferred Revenue$504,055$2,789▼ $501,266
Total Liabilities$506,622$13,097▼ $493,525
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$86,506$122,299▲ $35,793
Net Assets With Donor Restrictions-$5,000-
Total Net Assets Fund Balance$86,506$127,299▲ $40,793
Total Liabilities and Net Assets / Fund Balance$593,128$140,396▼ $452,732

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,603$3,355$5,958
Other Land Buildings$1,537$4,292$5,829
Land$0--
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Vivian MillsPrior Executive DirectorFT$47,736$47,736
Christie BurnettExecutive DirectorFT$25,000$25,000

Board Members and Trustees

NameTitle
Russell YatesPresident
George HawleyVice President
Bill DotsonDirector
Darlene BreckDirector
Laura ForbesDirector
Monise BrownDirector
Tina WilsonDirector
Mark GaskillSecretary
Nicole DanielsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,069,148
Program Service Revenue
$0
Investment Income
$48
Other Revenue
$0
All Other Contributions
$1,025
Change in Net Assets
$40,793

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,069,196
Revenue Not Reported on Form 990
$11,999
Total Revenue per Audited Statements
$2,081,195
Total Revenue per Form 990
$2,069,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,821,687
Salaries, Compensation, and Employee Benefits$175,062
Other Expenses$31,654
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,821,687--$1,821,687
Other Salaries and Wages$44,288$57,744$0$102,032
Current Officers, Directors, Trustees, and Key Employees$31,000$31,000$0$62,000
Payroll Taxes$5,061$5,969$0$11,030
Information Technology$3,037$5,603$0$8,640
Office Expenses$1,208$4,273$0$5,481
Other Expenses$4,495$0$0$4,495
Fees for Services Accounting$0$4,247$0$4,247
Advertising$1,119$971$0$2,090
Depreciation Depletion$805$949$0$1,754
Fees for Services Other$0$1,750$0$1,750
Insurance$761$897$0$1,658
Conferences and Meetings$165$193$0$358
Occupancy$0$26$0$26
Total Functional Expenses$1,914,156$114,247$0$2,028,403

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,040,402
Expenses per Audited Statements$2,028,403
Total Expenses per Form 990$2,028,403
Expenses Not Reported on Form 990$11,999
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Spring Dell CenterLa Plata, MD-assist disabled individuals/COVID Relief$140,000
LifeStyles of MDLa Plata, MD-Emergency Shelter/COVID Releif$125,000
Catholic CharitiesWashington, DC-Housing and Supprt Services$110,000
Health PartnersWaldorf, MD-Dental Services to needy COVID$100,000
Hospice of Charles CoWaldorf, MD-Expansion/Support of Hospice Care and Services/Covid$85,000
Charles Co Children's Aid SocietyWaldorf, MD-Assistance to Children$80,800
Christmas in AprilWaldorf, MD-Repairs Services/COVID relief$80,000
The Arc of So MDPrince Frederick, MD-Home repairs of elderly/PPE$60,000
Bay Community Support ServicesEdgewater, MD-Tech. driven training program, recruitment of care givers$56,000
The Jude HouseBel Alton, MD-Substance abuse resources$55,000
Our Place WaldorfWaldorf, MD-Feeding needy indivduals/COVID Relief$53,000
Catherine Foundation of MDWaldorf, MD-Child Birth Education to Needy/Premium pay frontline workers$50,000
Friends of Old Waldrof School FundWaldorf, MD-Educate and showcase history/COVID revenue loss$45,000
New Horizon Supported ServicesWhite Plains, MD-Promoting community inclusion/COVID Relief$45,000
Community Crisis & Referral CenterWaldorf, MD-Crisis Hotline$43,000
Lifepoint Wesleyan ChurchWaldorf, MD-Support Marginalized women$40,000
Sagepoint Senior Living ServicesLa Plata, MD-COVID Relief$40,000
The Promises Resource CenterHughesville, MD-Parenting Support/COVID relief$40,000
Tri-Co Council for So MDHughesville, MD-Wheels for Wellness Program$35,000
So MD Tri-County CommunityHughesville, MD-Support Homeless$32,500
Charles Co FairLa Plata, MD-COVID Relief$30,000
Charles Co Meals on WheelsLa Plata, MD-Meals to Homebound$30,000
So MD Center for Family AdvocacyLa Plata, MD-COVID Refief$27,300
Center for ChildrenLa Plata, MD-Ppe$25,000
Kids StreamWaldorf, MD-STEAM and Parent workshops$25,000
MD Crime Victims ResourceUpper Marlboro, MD-Crime Victim Services$25,000
Melwood Horticultural Training CtrUpper Marlboro, MD-Youth recreation programs$25,000
Southern MD Ctr for Independent LivingMechanicsville, MD-assist disablted individuals$25,000
Charles Regional Med Health CenterLa Plata, MD-Assistance to mother and newborns/COVID$24,000
Charles Co Literacy CouncilLa Plata, MD-Sustainability intiatives$22,000
Charles Co HARCWaldorf, MD-Service/Assistance to disabled/PPE$21,000
Port Tobacco PlayersLa Plata, MD-COVID Relief$20,000
Humane Society of Charles CoWaldorf, MD-Humane Education Programs/COVID Relief$17,000
MD Diaper BankWaldorf, MD-COVID Relief$15,000
Housing Options & Planning EnterprisesOxon Hill, MD-Repairs for low income/disabled individuals$12,000
Accessibility Bridge CorpWhite Plains, MD-PPE for individuals with disabilities$10,000
Charles County Art AllianceWhite Plains, MD-Arts Program$10,000
College of So MDLa Plata, MD-STEM Education$10,000
End Hunger in Charles CoPort Tobacco, MD-Stocking of food pantries$10,000
Lions Camp MerrickNanjemoy, MD-COVID Releif$10,000
Southern MD Commmunity NetworkPrince Frederick, MD-COVID Relief$10,000
Stella's GirlHughesville, MD-Mentor at risk youth$10,000
United Way of So MDLa Plata, MD-COVID Relief$10,000
Leadership So MDLeonardtown, MD-Covid$9,000
Good Shepherd Education CenterWaldorf, MD-Covid$6,000
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
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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
Filing and Contact Details

Filer

Filer Name
Charles County Charitable Trust
EIN
81-3638681
Phone
3019343700
Address
9501 Crain Highway Box 2, Bel Alton, MD 20611

Signing Officer

Name
Christie Burnett
Title
Executive Director
Phone
3019343700
Signed
2023-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christie Burnett
Formed
2016
Legal Domicile
Md
Voting Board Members
9
Independent Board Members
9
Employees
5
Volunteers
10

Preparer

Firm
Clark & Anderson PA
Address
7678 Quarterfield Road Suite 101, Glen Burnie, MD 21061
Preparer
Meghan N Trovato CPA
Phone
4107665400
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“A member on the board of directors is related to the Executive Director”

Pt VI, Line 11B

“The Form 990 is professionally prepared and then reviewed by the Executive Director and staff. The Form 990 is then sent to the Board of Directors for review and approval. Once approved the return is finalized and submitted.”

Pt VI, Line 12C

“Monitoring and enforcing compliance with Conflict of Interest Policy regularly take place. In the process of recruiting new board members, each prospective candidate is provided a copy of the policy along with the board approved code of ethics. The standards and requirements contained in these documents are discussed during the candidate interview. The Conflict of Interest is raised if business conducted at board or committee meeting involves or could involve a conflict of interest. If it is found present the person affected must exercise recusal and return to the meeting only after the matter at hand has been dispensed. The process of reviewing and evaluating grant applications from local 501(c)(3) nonprofits give special attention to conflict of interest requirements. Members of the grant panels are routinely advised of such requirements and are obligated to recuse themselves if a conflict arises that applies to them”

Pt VI, Line 19

“Governing documents and IRS filings are made available to the public upon request. The process is such that when a request is made the Executive Director will sign off on it and the requestor will pick up the copy. All information is kept in a log.”

Financial Statement Notes

Pt X, Line 2

“The Trust follows the guidance of the Financial Accounting Standards Board Accounting Standards Codification 740-10, Accounting for Uncertainty in Income Taxes which clarifies the accounting for the recognition and measurement of the benefits of individual tax positions in the financial statements, including those of non-profit organizations. Tax positions must meet a recognition threshold of more-likely-than-not in order for the benefit of those tax positions to be recognized in the financial statements. The Trust analyzes tax position taken, including those related to the requirements set forth in IRC Section 501(c) to qualify as a tax-exempt organization, activities performed by volunteers and board members, the reporting of unrelated business income, and its status as a tax-exempt organization under Maryland statute. The Trust does not know of any tax benefits arising from uncertain tax positions and there was no effect on the Trust's financial position or changes in net assets as a result of analyzing its tax positions. The Trust's Form 990 remains open for three (3) years, for examination from the later of the due date or the date filed.”

Raw XML AppendixShowing 400 of 817 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02567
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010308
IRS990/AccountsReceivableGrp/BOYAmt04050
IRS990/AccountsReceivableGrp/EOYAmt02583
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To improve quality of life in the community by strengthening the local nonprofit sector through educational programs and grant assistance
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0971
IRS990/AdvertisingGrp/ProgramServicesAmt01119
IRS990/AdvertisingGrp/TotalAmt02090
IRS990/AllOtherContributionsAmt01025
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0Christie Burnett
IRS990/BooksInCareOfDetail/PhoneNum03019343700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09501 Crain Highway Box 2
IRS990/BooksInCareOfDetail/USAddress/CityNm0Bel Alton
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020611
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0581093
IRS990/CashNonInterestBearingGrp/EOYAmt0128028
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt031000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt031000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt062000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0193
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0165
IRS990/ConferencesMeetingsGrp/TotalAmt0358
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02069148
IRS990/CYGrantsAndSimilarPaidAmt01821687
IRS990/CYInvestmentIncomeAmt048
IRS990/CYOtherExpensesAmt031654
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt040793
IRS990/CYSalariesCompEmpBnftPaidAmt0175062
IRS990/CYTotalExpensesAmt02028403
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02069196
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0504055
IRS990/DeferredRevenueGrp/EOYAmt02789
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0949
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0805
IRS990/DepreciationDepletionGrp/TotalAmt01754
IRS990/Desc0Charles County Charitable Trust is involved in managing the decision-making process in grant awards, monitoring the grants awarded, make site visits to grantees, review mid-year and final grant reports from grantee organizations. The Organization also provides opportunities for representatives of nonprofit organizations to participate in a comprehensive learning experience. Participants learn to develop individualized fundraising program plans that integrate fundraising, marketing and communications to increase overall financial support and assure sustainability. During the year, the Organization facilitated additional COVID Relief grants to non-profit orgnaizations
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt05000
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01914156
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04247
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt04247
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01750
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt01750
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/PersonNm0Russell Yates
IRS990/Form990PartVIISectionAGrp/PersonNm1George Hawley
IRS990/Form990PartVIISectionAGrp/PersonNm2Mark Gaskill
IRS990/Form990PartVIISectionAGrp/PersonNm3Nicole Daniels
IRS990/Form990PartVIISectionAGrp/PersonNm4Darlene Breck
IRS990/Form990PartVIISectionAGrp/PersonNm5Tina Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm6Bill Dotson
IRS990/Form990PartVIISectionAGrp/PersonNm7Laura Forbes
IRS990/Form990PartVIISectionAGrp/PersonNm8Monise Brown
IRS990/Form990PartVIISectionAGrp/PersonNm9Christie Burnett
IRS990/Form990PartVIISectionAGrp/PersonNm10Vivian Mills
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/ReportableCompFromOrgAmt925000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1047736
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/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Prior Executive Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt02068123
IRS990/GrantAmt01821687
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01821687
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01821687
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02069196
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05603
IRS990/InformationTechnologyGrp/ProgramServicesAmt03037
IRS990/InformationTechnologyGrp/TotalAmt08640
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0897
IRS990/InsuranceGrp/ProgramServicesAmt0761
IRS990/InsuranceGrp/TotalAmt01658
IRS990/InvestmentIncomeGrp/ExclusionAmt048
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt048
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07647
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05894
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04140
IRS990/LandBldgEquipCostOrOtherBssAmt011787
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To improve quality of life in the community by strengthening the local nonprofit sector through educational programs and grant assistance
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt086506
IRS990/NetAssetsOrFundBalancesEOYAmt0127299
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt086506
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0122299
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt026
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt026
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04273
IRS990/OfficeExpensesGrp/ProgramServicesAmt01208
IRS990/OfficeExpensesGrp/TotalAmt05481
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0750
IRS990/OtherExpensesGrp/Desc0Membership and Dues
IRS990/OtherExpensesGrp/Desc1Program Expense
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0625
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt0530
IRS990/OtherExpensesGrp/ProgramServicesAmt14495
IRS990/OtherExpensesGrp/TotalAmt01155
IRS990/OtherExpensesGrp/TotalAmt14495
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt057744
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt044288
IRS990/OtherSalariesAndWagesGrp/TotalAmt0102032
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05969
IRS990/PayrollTaxesGrp/ProgramServicesAmt05061
IRS990/PayrollTaxesGrp/TotalAmt011030
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01708
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01341
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03937
IRS990/PrincipalOfficerNm0Christie Burnett
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01791780
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01541323
IRS990/PYInvestmentIncomeAmt045
IRS990/PYOtherExpensesAmt051520
IRS990/PYRevenuesLessExpensesAmt029738
IRS990/PYSalariesCompEmpBnftPaidAmt0169244
IRS990/PYTotalExpensesAmt01762087
IRS990/PYTotalRevenueAmt01791825
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt040793
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Program Income 2017: 225. 2018: 2140. 2019: 625.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02069148
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01791780
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01230787
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01012540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01012150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07116405
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt048
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt045
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0152
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0176
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt065
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0486
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0625
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02140
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0225
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02990
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99950
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99930
IRS990ScheduleA/PublicSupportTotal170Amt07116405
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02069148
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01791780
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01230787
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01012540
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01012150
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07116405
IRS990ScheduleA/TotalSupportAmt07119881
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt011999
IRS990ScheduleD/DonatedServicesUseFcltsAmt011999
IRS990ScheduleD/EquipmentGrp/BookValueAmt02603
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03355
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05958
IRS990ScheduleD/ExpensesNotReportedAmt011999
IRS990ScheduleD/ExpensesSubtotalAmt02028403
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01537
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04292
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05829
IRS990ScheduleD/RevenueNotReportedAmt011999
IRS990ScheduleD/RevenueSubtotalAmt02069196
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Trust follows the guidance of the Financial Accounting Standards Board Accounting Standards Codification 740-10, Accounting for Uncertainty in Income Taxes which clarifies the accounting for the recognition and measurement of the benefits of individual tax positions in the financial statements, including those of non-profit organizations. Tax positions must meet a recognition threshold of more-likely-than-not in order for the benefit of those tax positions to be recognized in the financial statements. The Trust analyzes tax position taken, including those related to the requirements set forth in IRC Section 501(c) to qualify as a tax-exempt organization, activities performed by volunteers and board members, the reporting of unrelated business income, and its status as a tax-exempt organization under Maryland statute. The Trust does not know of any tax benefits arising from uncertain tax positions and there was no effect on the Trust's financial position or changes in net assets as a result of analyzing its tax positions. The Trust's Form 990 remains open for three (3) years, for examination from the later of the due date or the date filed.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04140
IRS990ScheduleD/TotalExpensesPerForm990Amt02028403
IRS990ScheduleD/TotalRevenuePerForm990Amt02069196
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02081195
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02040402
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt056000
IRS990ScheduleI/RecipientTable/CashGrantAmt1110000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt380800
IRS990ScheduleI/RecipientTable/CashGrantAmt421000
IRS990ScheduleI/RecipientTable/CashGrantAmt522000
IRS990ScheduleI/RecipientTable/CashGrantAmt630000
IRS990ScheduleI/RecipientTable/CashGrantAmt724000
IRS990ScheduleI/RecipientTable/CashGrantAmt880000
IRS990ScheduleI/RecipientTable/CashGrantAmt943000
IRS990ScheduleI/RecipientTable/CashGrantAmt1045000
IRS990ScheduleI/RecipientTable/CashGrantAmt11100000
IRS990ScheduleI/RecipientTable/CashGrantAmt1285000
IRS990ScheduleI/RecipientTable/CashGrantAmt1317000
IRS990ScheduleI/RecipientTable/CashGrantAmt1425000
IRS990ScheduleI/RecipientTable/CashGrantAmt15125000
IRS990ScheduleI/RecipientTable/CashGrantAmt1625000
IRS990ScheduleI/RecipientTable/CashGrantAmt1725000
IRS990ScheduleI/RecipientTable/CashGrantAmt1845000
IRS990ScheduleI/RecipientTable/CashGrantAmt1953000
IRS990ScheduleI/RecipientTable/CashGrantAmt2025000
IRS990ScheduleI/RecipientTable/CashGrantAmt2132500
IRS990ScheduleI/RecipientTable/CashGrantAmt22140000
IRS990ScheduleI/RecipientTable/CashGrantAmt2310000
IRS990ScheduleI/RecipientTable/CashGrantAmt2460000
IRS990ScheduleI/RecipientTable/CashGrantAmt2550000
IRS990ScheduleI/RecipientTable/CashGrantAmt2655000
IRS990ScheduleI/RecipientTable/CashGrantAmt2740000
IRS990ScheduleI/RecipientTable/CashGrantAmt2830000
IRS990ScheduleI/RecipientTable/CashGrantAmt2910000
IRS990ScheduleI/RecipientTable/CashGrantAmt3010000
IRS990ScheduleI/RecipientTable/CashGrantAmt3140000
IRS990ScheduleI/RecipientTable/CashGrantAmt3210000
IRS990ScheduleI/RecipientTable/CashGrantAmt3315000
IRS990ScheduleI/RecipientTable/CashGrantAmt3420000
IRS990ScheduleI/RecipientTable/CashGrantAmt3540000
IRS990ScheduleI/RecipientTable/CashGrantAmt3627300
IRS990ScheduleI/RecipientTable/CashGrantAmt3735000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,396
Liabilities
$13,097
Net assets
$127,299
Revenue
$2,069,196
Expenses
$2,028,403
Net income
$40,793
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.02$0.21$1.67$1.67$0.00
2024Summary only. Only limited summary data is available for this year.$0.23$0.01$0.21$1.85$1.77$0.08
2023Summary only. Only limited summary data is available for this year.$0.16$0.03$0.13$1.88$1.87$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.14$0.01$0.13$2.07$2.03$0.04
2021Summary only. Only limited summary data is available for this year.$0.59$0.51$0.09$1.79$1.76$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.03$0.06$1.23$1.21$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.02$0.04$1.01$1.01$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.02$0.03$1.00$1.01$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.01$0.04$0.18$0.14$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits