2025-08-06T12:56:56-05:00 2024-12-31 521273734 LSWG PA 1801 RESEARCH BLVD SUITE 320 ROCKVILLE MD 20850 990 2024-01-01 521422392 PLAN OF MDDC INC PLAN 3017408444 604 SOUTH FREDERICK AVENUE 411 GAITHERSBURG MD 20877 DENISE FIKE EXECUTIVE DIRECTOR 3017408444 2025-07-23 1 0 C EVA WEBB P01251814 3016629200 2024 2025-03-06 01:10:19Z DENISE FIKE 604 SOUTH FREDERICK AVENUE 411 GAITHERSBURG MD 20877 601925 0 X WWW.PLANOFMD-DC.ORG X 1985 MD TO ENABLE INDIVIDUALS WITH DISABILITIES TO MAXIMIZE THEIR POTENTIAL FOR INDEPENDENCE AND QUALITY OF LIFE THROUGH COORDINATED SERVICE AND PROGRAMS THAT EMPHASIZE LONG TERM PLANNING, CASE MANAGEMENT, FAMILY SERVICES, AND FINANCIAL MANAGEMENT. 11 11 4 11 0 0 5828 8562 106357 400720 4531 41626 -4990 -54960 111726 395948 0 255291 0 0 113684 316792 0 0 1827 44835 162948 158519 735031 -46793 -339083 12415412 12098150 11086051 11015903 1329361 1082247 TO ENABLE INDIVIDUALS WITH DISABILITIES TO MAXIMIZE THEIR POTENTIAL FOR INDEPENDENCE AND QUALITY OF LIFE THROUGH COORDINATED SERVICE AND PROGRAMS THAT EMPHASIZE LONG TERM PLANNING, CASE MANAGEMENT, FAMILY SERVICES, AND FINANCIAL MANAGEMENT. 0 0 601391 255291 400720 ACT IN LIEU OF PARENTS TO ESTABLISH A PERSONAL LONG-TERM PLAN OF CARE FOR DISABLED INDIVIDUALS AND MONITORING, PROVIDING CASE MANAGEMENT, AND PROVIDING TRUST SERVICES FOR THOSE CLIENTS THAT ARE BENEFICIARIES OF TRUSTS. 601391 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 4 1 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X SHARON FLORWICK 3017408444 604 SOUTH FREDERICK AVENUE 411 GAITHERSBURG MD 20877 KEN HOEFER PRESIDENT 10.00 X X 0 0 0 NATASHA LUDWIG DIRECTOR 2.00 X 0 0 0 MAY-LIS MANLEY DIRECTOR 2.00 X 0 0 0 MORRIS KLEIN DIRECTOR 2.00 X 0 0 0 BETTY FERBER SECRETARY 2.00 X X 0 0 0 PETER MERRILL TREASURER 2.00 X X 0 0 0 MICHAEL LEVINE VICE PRESIDENT 2.00 X X 0 0 0 DAVID GOLDFARB DIRECTOR 2.00 X 0 0 0 FRED WHITON DIRECTOR 2.00 X 0 0 0 MALLORY LETT DIRECTOR 2.00 X 0 0 0 ALEX ZARZECKI DIRECTOR 2.00 X 0 0 0 DENISE FIKE INTERIM EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 0 8562 8562 CASE MANAGEMENT FEES 624100 287408 287408 TRUST MANAGEMENT FEES 525920 113312 113312 400720 10628 10628 55291 -55291 -55291 -55291 181684 150686 30998 30998 30998 MISCELLANEOUS 900099 331 331 331 395948 400720 0 -13334 255291 255291 275173 215856 58178 1139 21069 16527 4455 87 20550 16120 4345 85 190 149 40 1 12899 10119 2727 53 34722 1699 33014 9 6330 4966 1338 26 9237 7246 1953 38 3931 3084 831 16 45207 35462 9558 187 REPAIRS AND MAINTENANCE 21366 16761 4517 88 MISCELLANEOUS 17412 13656 3682 74 CREDIT LOSSES 5974 5974 CONDO DUES 5680 4455 1201 24 735031 601391 131813 1827 55624 99674 669984 789426 82069 70466 29033 21311 222100 68891 424681 153209 850848 789796 10303173 10174268 12415412 12098150 8701 35133 643645 627033 132446 124146 10301259 10229591 11086051 11015903 X 1329361 1082247 1329361 1082247 12415412 12098150 -339083 103183 -11214 0 X 0 1 X 0 0 X 114056 44082 13046 5828 8562 185574 114056 44082 13046 5828 8562 185574 185574 3758 12253 45947 2502 10628 75088 2729 7249 7545 176 331 18030 278692 992937 0.66590 0.69710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 2,729. 2021 AMOUNT: $ 7,249. 2022 AMOUNT: $ 7,545. 2023 AMOUNT: $ 176. 2024 AMOUNT: $ 331. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 203257 53424 149833 18843 15467 3376 153209 INVESTMENTS HELD IN TRUST 10174268 10174268 CLIENT TRUST FUNDS 10229591 10229591 X 554422 103183 55291 158474 395948 0 395948 790322 0 790322 -55291 -55291 735031 PART IV, LINE 2B: ACT ON THE REQUEST OF PARENTS OF DISABLED INDIVIDUALS TO PROVIDE TRUST SERVICES FOR THOSE INDIVIDUALS IN DISBURSING THEIR FUNDS FOR DAILY LIVING EXPENSES. THE PARENTS ARE PROVIDED A WRITTEN ACCOUNTING OF THE USE OF THEIR FUNDS ON A MONTHLY BASIS. PART X, LINE 2: PLAN HAS EVALUATED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS. CURRENTLY, THE TAX YEARS OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE ARE THE 2021, 2022 AND 2023 TAX YEARS. HOWEVER, PLAN IS NOT CURRENTLY UNDER AUDIT NOR HAVE THEY BEEN CONTACTED BY ANY JURISDICTION. BASED ON THE EVALUATION OF PLAN'S TAX POSITIONS, MANAGEMENT BELIEVES ALL TAX POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAVE BEEN RECORDED FOR THE FISCAL YEARS ENDED DECEMBER 31, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH RENTAL INCOME 55,291. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -55,291. 0 FIRST MARYLAND DISABILITY TRUST 1400 FRONT AVENUE SUITE 303 LUTHERVILLE MD 21093 562519036 0 255291 OFFICE BUILDING ASEET TRANSFER FORM 990, PART VI, SECTION A, LINE 2 THE WIFE OF THE CURRENT PRESIDENT OF THE BOARD ALSO JOINED THE BOARD OF DIRECTORS IN NOVEMBER 2011. ALSO, THE BOARD TREASURER AND HIS WIFE ARE BOTH MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS APPROXIMATELY 130 NON-EQUITY MEMBERS WHO ARE INVITED TO ATTEND THE ANNUAL MEETING AND VOTE TO ELECT THE MEMBER OF THE BOARD. DECISIONS OF THE BOARD ARE NOT SUBJECT TO THE APPROVAL BY THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS VOTE TO ELECT THE MEMBERS OF THE GOVERNING BOARD, BUT THE DECISIONS OF THE GOVERNING BOARD ARE NOT SUBJECT TO APPROVAL BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED AT ALL MEETINGS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD OF DIRECTORS AFTER REVIEW OF APPROPRIATE COMPARABILITY DATA FOR SALARIES PAID BY SIMILAR ORGANIZATIONS IN THE WASHINGTON DC METROPOLITAN AREA. FORM 990, PART VI, SECTION C, LINE 19 PLAN'S GOVERNING DOCUMENTS ARE ON FILE WITH THE MARYLAND DEPT. OF ASSESSMENTS & TAXATION. COPIES CAN BE ORDERED FROM THE DEPARTMENT, OR CAN BE REQUESTED FROM PLAN. PLAN'S AUDIT AND FORM 990 ARE PROVIDED TO THE UNITED WAY OF THE NATIONAL CAPITAL AREA, AND ARE AVAILABLE BY REQUEST FROM PLAN. PLAN'S 990 IS ALSO AVAILABLE ON GUIDESTAR.