2024-11-14T12:11:07-08:00 2023-12-31 522332056 Wancowicz & Associates PA 11350 McCormick Rd Ste 406 EP 3 Hunt Valley MD 21031 990 2023-01-01 562519036 FIRST MARYLAND DISABILITY TRUST INC FIRS 4102964408 1400 FRONT AVENUE 303 LUTHERVILLE MD 21093 DENISE FIKE CEO 2024-11-14 true true James S Wancowicz P00040060 4107716510 2023 2024-10-15 13:58:12Z DENISE FIKE 1400 FRONT AVENUE 303 LUTHERVILLE MD 21093 5086721 false X WWW.FIRSTMDTRUST.ORG X 2005 MD PROVIDING TRUST SERVICES TO INDIVIDUALS WITH DISABILITIES OF ALL AGES THROUGHOUT MARYLAND. 12 12 14 0 842073 1634076 1079888 1166016 -153076 170345 13400 71999 1782285 3042436 0 0 1071334 1201237 0 0 497118 634041 1568452 1835278 213833 1207158 5685763 8104812 1434185 2184920 4251578 5919892 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 BENEFICIARIES WHILE PRESERVING ELIGIBILITY FOR PUBLIC AND PRIVATE BENEFITS. false false 1372709 1166016 TO PROVIDE COST EFFECTIVE TRUST SERVICES FOR FAMILIES TO PROVIDE FOR THE NEEDS OF THEIR DISABLED FAMILY MEMBERS. 1372709 true true false false false false false false false false true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 8 0 true 14 true false false false false false false false 0 false false false false false false false X 12 12 false false false false false false false true true false false true true true true true false true false false MD X X DENISE FIKE 4102964408 1400 FRONT AVENUE SUITE 303 LUTHERVILLE MD 21093 DENISE FIKE CEO 40.00 0.00 X 134757 0 24893 STEPHANIE REECE TRUST ADMIN 40.00 0.00 105160 0 8587 KENNETH HOEFER President 1.00 0.00 X X 0 0 0 NATASHA N LUDWIG Director 1.00 0.00 X 0 0 0 CHRISTOPHER BLAIR Director 1.00 0.00 X 0 0 0 FRED WHITON Director 1.00 0.00 X 0 0 0 MALLORY LEGG Secretary 1.00 0.00 X X 0 0 0 MAY-LIS MANLEY Director 1.00 0.00 X 0 0 0 MICHAEL LEVINE Treasurer 1.00 0.00 X X 0 0 0 ALEXANDER ZARZECKI Vice President 1.00 0.00 X X 0 0 0 ANDREW T MAZAN Director 1.00 0.00 X 0 0 0 DAVID GOLDFARB Director 1.00 0.00 X 0 0 0 ELENA SALLITTO Director 1.00 0.00 X 0 0 0 JESSICA YOUNG Director 1.00 0.00 X 0 0 0 239917 33480 2 false true false 0 1634076 1634076 CLOSING FEE 37948 37948 JOINDER FEE 116750 116750 TRUSTEE FEE 1011318 1011318 1166016 189381 189381 0 0 0 2025249 2043288 997 -18039 -997 -19036 -19036 0 0 0 MANAGEMENT FEES 561000 71999 71999 71999 3042436 52963 1355397 0 0 0 0 155000 77500 77500 0 885764 723888 161876 0 84108 64763 19345 76365 58801 17564 0 90388 10195 80193 14620 14620 0 0 0 18539 1514 17025 52163 25600 26563 42680 32864 9816 40096 34082 6014 0 91394 77685 13709 24023 24023 0 15158 12292 2866 2361 1818 543 0 21337 16430 4907 24516 20839 3677 CHARITABLE PURPOSES 172215 172215 REPAIRS AND MAINTENANCE 13947 11855 2092 DUES AND SUBSCRIPTIONS 7397 6287 1110 OTHER 3207 58 3149 0 1835278 1372709 462569 0 78286 65604 123248 130536 0 111365 147167 0 0 0 0 20006 31389 148260 100285 61710 47975 3944715 5619305 0 0 0 1346433 2062836 5685763 8104812 71818 100996 1362367 2083924 1434185 2184920 X 4251578 5919892 4251578 5919892 5685763 8104812 1207158 461156 X X false true X true false X 1213584 761355 1071644 842073 1634076 5522732 759781 928590 1058733 1079888 1166016 4993008 2200 13400 71999 87599 0 0 1973365 1689945 2132577 1935361 2872091 10603339 0 15051 29504 27367 36902 36039 144863 15051 29504 27367 36902 36039 144863 10458476 21554 63295 48036 71089 189381 393355 0 21554 63295 48036 71089 189381 393355 0 0 1994919 1753240 2180613 2006450 3061472 10996694 0.95110 0.95970 0.03580 0.02520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6085 1218 4867 142175 99067 43108 47975 RIGHT OF USE ASSET - FINANCE LEASE 19389 RIGHT OF USE ASSET - OPERATING LEASE 568828 TRUST FUNDS - RELATED PARTY 1474619 2062836 DUE TO RELATED PARTY 1474619 FINANCE LEASE LIABILITY 20349 OPERATING LEASE LIABILITY 588956 2083924 X 3503592 461156 461156 3042436 3042436 1835278 1835278 1835278 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, 2023 revealed no uncertain tax positions that would have a material impact on the financial statements. The 2020 through 2022 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. X false false false false false false false false false DENISE FIKE CEO 145000 10000 4650 20243 179893 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. Form 990, Part XII, Line 2c THE ORGANIZATION DID NOT CHANGE ITS REVIEW OR SELECTION PROCESS DURING THE YEAR.