Civic Intelligence

Insurance Roundtable of Baltimore Incorporated

EIN 88-1738373 • 501(c)3 • Brookeville, MD

Pub. 78 Eligible

Profile

Insurance Education

19020 Dellabrooke Farm WayBrookeville, MD 20833

www.insuranceroundtable.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$42,669

Up $5,341 (+14%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$42,669

Up $5,341 (+14%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$16,499

Up $3,436 (+26%) from 2023

Expenses

Down

$11,158

Down $1,190 (-9.6%) from 2023

Net Income

Up

$5,341

Up $4,626 (+647%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$60K$40K$20K$0Assets 2022: $36,613Net Assets 2022: $36,6132022Assets 2023: $37,328Net Assets 2023: $37,3282023Assets 2024: $42,669Net Assets 2024: $42,6692024

Highlighted filing

2024

Assets$42,669
Liabilities-
Net Assets$42,669
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$20K$15K$10K$5.0K$0Revenue 2022: $13,438Expenses 2022: $9,569Net Income 2022: $3,8692022Revenue 2023: $13,063Expenses 2023: $12,348Net Income 2023: $7152023Revenue 2024: $16,499Expenses 2024: $11,158Net Income 2024: $5,3412024

Highlighted filing

2024

Revenue$16,499
Expenses$11,158
Net Income$5,341
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,669
Liabilities
-
Net assets
$42,669
Revenue
$16,499
Expenses
$11,158
Net income
$5,341
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.7$42.7$16.5$11.2$5.34
2023Detailed filing. Detailed filing data is available for this year.$37.3$37.3$13.1$12.3$0.72
2022Detailed filing. Detailed filing data is available for this year.$36.6$36.6$13.4$9.57$3.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.1
Gross Receipts
$23,225
Mission and Program Overview

Mission

Insurance Education

Program Services

DescriptionGrantsExpenses
Monthly Membership Meetings 9 - Meetings held for Roundtable Members 18 to discuss current issues and trends in the insurance industry.$0$10,603
Annual Fowler Seminar - Annual seminar held for the local insurance community to provide education on current topics issues and trends in the insurance industry. Approximately 90 people attended the seminar.$0$6,726
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Reed BookerChairman-$0--
Angela RipleyVice Chairman-$0--
John P ThomasTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Insurance Roundtable of Baltimore Incorporated
EIN
88-1738373
Address
19020 Dellabrooke Farm Way, Brookeville, MD 20833

Signing Officer

Name
John Thomas
Title
Treasurer
Phone
3012332213
Signed
2025-11-13
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| Monthly Dinner Meetings, $10603| Insurance, $282| Website, $141| Credit Card Fees, $132|”

Raw XML Appendix199 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Monthly Dinner Meetings, $10603| Insurance, $282| Website, $141| Credit Card Fees, $132|
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxYr02024

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