2024-06-26T16:55:35-05:00 2023-09-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2022-10-01 742994661 QUALITY TRUST FOR INDIVIDUALS WITH DISABILITIES INC QUAL 2024481450 4301 CONNECTICUT AVENUE 310 WASHINGTON DC 20008 SHAWN ULLMAN CHIEF EXECUTIVE OFFICER 2024481450 2024-06-25 1 SHAWN ULLMAN XXX-XX-XXXX 1 FRANK H SMITH P00639053 2022274000 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHAWN ULLMAN 4301 CONNECTICUT AVENUE 310 WASHINGTON DC 20008 3312279 0 X WWW.DCQUALITYTRUST.ORG X 2001 DC SUPPORTING PEOPLE WITH DEVELOPMENTAL DISABILITIES TO LIVE SAFE, HEALTHY AND QUALITY LIVES. 15 15 22 32 0 0 814732 651952 50099 114310 1032642 1255647 -3778 3370 1893695 2025279 0 0 0 0 1924780 1884312 0 0 218505 796246 656437 2721026 2540749 -827331 -515470 14471383 14971806 401528 536613 14069855 14435193 X TO BE A FORCE FOR CHANGE IN THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES SO THEY CAN SUCCEED, THRIVE, AND EXPERIENCE FULL MEMBERSHIP IN THE COMMUNITY. 0 0 996712 82775 MONITORING AND ADVOCACY SUPPORTS: QUALITY TRUST'S MONITORING AND ADVOCACY PROGRAM COLLECTS, TRACKS, AND ANALYZES INFORMATION FROM INTERVIEWS AND A WIDE RANGE OF DOCUMENTATION REGARDING THE QUALITY OF SUPPORTS PROVIDED TO PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THE PROGRAM PROVIDES 1) TECHNICAL ASSISTANCE TO SERVICE PROVIDERS ON TOPICS THAT AFFECT THE QUALITY OF LIFE FOR PEOPLE, (2) INDIVIDUAL ADVOCACY SUPPORTS TO PEOPLE IN ACCOMPLISHING THEIR DESIRED OUTCOMES AND TO RESOLVE BARRIERS TO TRUE INTEGRATION INTO THE COMMUNITY (3) PUBLISHES AN ANNUAL MONITORING REPORT OF THEIR ANALYSIS OF THE YEAR'S DATA, THAT ARE THEN DISSEMINATED TO LOCAL DISABILITY AND GOVERNMENT STAKEHOLDERS AND ARE POSTED ON QUALITY TRUST'S WEBSITE. THIS YEAR STAFF TRIAGED 1150 SERIOUS REPORTABLE INCIDENTS, 94 RANDOMLY DRAWN PEOPLE FOR MONITORING ASSIGNMENTS, 300 INDIVIDUAL SURVEYS IN THE NATIONAL CORE INDICATORS PROJECT (NCI) AND SUPPORTED 29 NEW PEOPLE THROUGH ADVOCACY. WE MET PEOPLE LIVING IN HOST HOMES, SUPPORTED LIVING, ICFS, NATURAL HOMES AND LTAC FACILITIES. 433011 27597 OUTREACH AND SPECIAL PROJECTS: QUALITY TRUST'S OUTREACH AND SPECIAL PROJECTS PROGRAM PROVIDES DIRECT SUPPORT TO ENHANCE THE QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES THROUGH YOUTH AND FAMILY ADVOCACY, PARENT TO PARENT PEER SUPPORT, LATINO OUTREACH AND DOMESTIC VIOLENCE WITH MEN AND WOMEN WITH DISABILITY. OUR WORK IS ACCOMPLISHED BY (1) PROVIDING INDIVIDUAL AND GROUP ADVOCACY SUPPORT, (2) PROVIDING TRAINING TO PEOPLE WITH DISABILITIES, FAMILIES, AND PROFESSIONALS, (3) PROVIDING EDUCATION AND ADVOCACY FOR SPANISH-SPEAKING PERSONS, AND (4) WORKING IN COLLABORATION WITH SEVERAL GOVERNMENT AND COMMUNITY ORGANIZATIONS. SOME OF THE PROGRAMS' WORK AND ACTIVITIES HAVE RETURNED TO AN IN-PERSON ENVIRONMENT, BUT WE CONTINUE TO UTILIZE THE VIRTUAL MEETING PLATFORMS TO CONDUCT OUR WORK AS ALL PERSONS AREN'T COMFORTABLE OR WILLING TO MEET IN-PERSON AND IT OFTEN ENABLES SELF-ADVOCATES TO PARTICIPATE WHEN THERE ARE CHALLENGES TO THEM JOINING IN-PERSON. THIS YEAR OUTREACH AND SPECIAL PROJECTS STAFF PARTICIPATED IN 12 FORMAL COLLABORATIONS, SUPPORTED 58 PEOPLE WITH DISABILITIES AND 51 PARENTS AND CAREGIVERS. WE FACILITATED 12 VIRTUAL TRAININGS AND WEBINARS, AND 355 PEOPLE WERE IMPACTED BY OUR OUTREACH AND SPECIAL PROJECTS. 283901 3938 LEGAL EDUCATION AND ADVOCACY: QUALITY TRUST'S LEGAL AND ADVOCACY TEAM OF ATTORNEYS ADVOCATES FOR GOVERNMENT REFORM AND IMPROVEMENT; ACCESS TO SELF-DETERMINATION; AND COMMUNITY SUPPORTS AND SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES. THEY ACCOMPLISH THIS BY PROVIDING (1) INDIVIDUAL AND SYSTEMIC LEGAL ADVOCACY TO PROMOTE SELF-DETERMINATION AND IMPROVE ACCESS TO HIGH-QUALITY SERVICES AND SUPPORTS, (2) PROVIDING EDUCATION, OUTREACH, AND TRAINING TO PEOPLE WITH DISABILITIES, FAMILIES, LEGAL AND DISABILITY PROFESSIONALS IN DIFFERENT DISABILITY POLICY AND PRACTICE AREAS, AND (3) DIRECTING A NUMBER OF SPECIFIC PROJECTS ON UTILIZING BEST PRACTICES TO SUPPORT PEOPLE WITH DISABILITIES.THIS YEAR STAFF CONDUCTED 12 TRAININGS AND PRESENTATIONS BY THE LEGAL TEAM IN 2023, OVER 400 PARTICIPANTS (FAMILY MEMBERS, PEOPLE WITH DISABILITIES, AND PROFESSIONALS), AND AT LEAST 70 STAKEHOLDER MEETINGS (INCLUDING MEETINGS WITH LOCAL AND NATIONAL ADVOCATES, MONTHLY MEETINGS WITH DDS, AND WORKING GROUP MEETINGS). 1713624 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 VA X SHAWN ULLMAN 2024481450 4301 CONNECTICUT AVENUE 310 WASHINGTON DC 20008 NICOLE JORWIC CHAIR 2.50 X X 0 0 0 CURTIS SCHEHR VICE-CHAIR/TREASURER 2.50 X X 0 0 0 JAHERO OTIENO SECRETARY 2.50 X X 0 0 0 KATHERINE BOE HEUCK DIRECTOR 1.50 X 0 0 0 CHADWICK CHARLES DIRECTOR 1.50 X 0 0 0 CAREY DEMATTEIS DIRECTOR 1.50 X 0 0 0 DAVID GOLDFARB DIRECTOR 1.50 X 0 0 0 QUINTINA HAMPTON DIRECTOR 1.50 X 0 0 0 BEN KING DIRECTOR - UNTIL 12/22 1.50 X 0 0 0 RYAN KING DIRECTOR 1.50 X 0 0 0 LISA MATTHEWS DIRECTOR 1.50 X 0 0 0 YOLANDRA A PLUMMER PHD DIRECTOR 1.50 X 0 0 0 MARIANA ROIG DIRECTOR 1.50 X 0 0 0 WALTER SUSKIND DIRECTOR 1.50 X 0 0 0 DONNA THORNTON DIRECTOR 1.50 X 0 0 0 KEITH WRIGHT DIRECTOR 1.50 X 0 0 0 SHAWN ULLMAN CHIEF EXECUTIVE OFFICER 40.00 X 130758 0 2575 PHYLLIS A HOLTON DEPUTY DIRECTOR OF OUTREACH & DEVELOPMENT 40.00 X 112706 0 20872 JAMES J LETHBRIDGE DEPUTY DIRECTOR OF PROGRAMS 40.00 X 111888 0 21385 JENISE ROSS DEPUTY DIRECTOR OF OPERATIONS 40.00 X 105615 0 19721 TINA CAMPANELLA FORMER CHIEF EXECUTIVE OFFICER 40.00 X 104563 0 15014 565530 0 79567 5 1 0 0 0 1772 35551 471066 143563 651952 SURVEY ADMINISTRATION 900099 82775 82775 MANAGED SERVICES 900099 23147 23147 CONSULTING REVENUE 900099 8388 8388 114310 382440 382440 2115982 1242775 873207 873207 873207 47595 35551 44225 3370 3370 2025279 114310 0 1259017 158452 101410 44366 12676 1356613 1003767 226532 126314 90152 65998 15858 8296 156935 115048 27424 14463 122160 93234 17277 11649 79909 79909 67887 67887 162333 124891 33416 4026 15545 3422 943 11180 51540 36468 12866 2206 174672 127873 30725 16074 11279 6513 4541 225 7684 5671 1912 101 29159 21347 5129 2683 21960 21960 SUBSCRIPTIONS AND PUBS 17372 4957 5339 7076 TEMPORARY STAFFING 15347 2775 11036 1536 BAD DEBT EXPENSE 1500 1500 MISCELLANEOUS 250 250 2540749 1713624 608620 218505 14916 59986 621230 943360 65774 22564 9005 10019 331618 279658 81119 51960 13662583 13617555 16756 266362 14471383 14971806 263807 200645 31483 0 0 17102 106238 318866 401528 536613 X 14069855 14435193 14069855 14435193 14471383 14971806 -515470 880808 0 X 0 1 X 1 0 X 460138 375601 682802 814732 651952 2985225 460138 375601 682802 814732 651952 2985225 2985225 706271 946853 251358 311842 382440 2598764 5583989 634328 0.53460 0.53000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 207143 174484 32659 67633 50302 17331 56842 54872 1970 51960 OPERATING LEASE LIABILITY 318866 318866 X 3030696 880808 192496 1073304 1957392 67887 67887 2025279 2665358 192496 192496 2472862 67887 67887 2540749 PART IV, LINE 2B: QUALITY TRUST ACTS AS A FISCAL AGENT FOR PROJECT ACTION!, A REGIONAL COALITION OF SELF-ADVOCATES AND SELF-ADVOCACY GROUPS FROM THE DISTRICT OF COLUMBIA AND SURROUNDING AREAS. QUALITY TRUST RECEIVES AND DISTRIBUTES FUNDS RAISED IN COMPLIANCE WITH THE MISSION OF QUALITY TRUST AND THE LEGAL REQUIREMENTS OF QT'S 501(C)(3) STATUS. PART X, LINE 2: FOR THE YEAR ENDED SEPTEMBER 30, 2023, QUALITY TRUST HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. GALA 75656 35551 40105 15594 25660 785 2078 BETTER TOGETHER RECEPTION 7490 0 7490 108 83146 35551 47595 15594 25660 785 2186 44225 3370 X 0 0 X X 0 0 0 0 0 0 0 0 0 TINA CAMPANELLA FORMER CHIEF EXECUTIVE OFFICER 74992 0 5500 0 24071 0 6090 0 8924 0 119577 0 0 0 PART I, LINE 1A THE BELOW INDIVIDUALS RECEIVED GROSS UP FOR LTD/STD INSURANCE FOR THE YEAR ENDED DECEMBER 31, 2022: TINA CAMPANELLA: $765 PHYLLIS A. HOLTON: $1,341 JAMES J. LETHBRIDGE: $1,341 JENISE ROSS: $1,313 SHAWN ULLMAN: $3,912 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FEDERAL FORM 990 IS SENT TO THE INVESTMENT FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW. THE INVESTMENT FINANCE COMMITTEE IS RESPONSIBLE FOR ASSISTING MANAGEMENT TO COMPLETE THE DOCUMENT CONSISTENT WITH THE AUDIT. INVESTMENT FINANCE COMMITTEE MEETINGS ARE OPEN TO ANY BOARD MEMBER WHO WISHES TO PARTICIPATE. ONCE COMPLETED, THE DOCUMENT IS SIGNED AND SENT TO THE INTERNAL REVENUE SERVICE. COPIES OF THE COMPLETED AND FILED FEDERAL FORM 990 ARE FORWARDED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND DISCUSSION AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF QUALITY TRUST'S BOARD OF DIRECTORS COMPLETE A CONFLICT OF INTEREST FORM AT THE BEGINNING OF THEIR BOARD SERVICE AND WHEN A CONFLICT ARISES OR THEIR MEMBER STATUS HAS CHANGED. STAFF COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. ANY IDENTIFIED CONFLICTS ARE IMMEDIATELY REVIEWED AND DISCUSSED. IF THE BOARD OF DIRECTORS OR CHIEF EXECUTIVE OFFICER (FOR STAFF/VOLUNTEERS) HAS REASON TO BELIEVE THAT AN INTERESTED PARTY HAS FAILED TO DISCLOSE A POTENTIAL CONFLICT OF INTEREST, IT SHALL INFORM THE PERSON OF THE BASIS FOR SUCH BELIEF AND ALLOW THE PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF THE BOARD OF DIRECTORS OR CHIEF EXECUTIVE OFFICER (FOR STAFF/VOLUNTEERS) DECIDES THAT THE INTERESTED PARTY HAS IN FACT FAILED TO DISCLOSE A POSSIBLE CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL TAKE SUCH DISCIPLINARY AND CORRECTIVE ACTION AS THE BOARD OF DIRECTORS SHALL DETERMINE. FORM 990, PART VI, SECTION B, LINE 15A QUALITY TRUST SALARIES ARE BENCHMARKED TO LOCAL SALARY DATA SURVEYS FROM LOCAL NONPROFIT AND DISTRICT GOVERNMENT AGENCIES. THE BOARD OF DIRECTORS INITIALLY APPROVED SALARY RANGES FOR EACH POSITION AND EACH YEAR THE BOARD OF DIRECTORS REVIEWS OVERALL COMPENSATION AND BENEFITS AS PART OF THE ANNUAL BUDGET PROCESS. INDIVIDUAL PERFORMANCE RAISES ARE MADE WITHIN THE ESTABLISHED SALARY RANGE. COST OF LIVING ADJUSTMENTS ARE MADE AS FUNDS ALLOW AND WITH THE APPROVAL OF THE BOARD OF DIRECTORS AS PART OF THE ANNUAL BUDGET PROCESS. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ESTABLISHING THE SALARY AND BENEFITS FOR THE CHIEF EXECUTIVE OFFICER. THIS SURVEY WAS LAST CONDUCTED DURING SEPTEMBER 2021. FORM 990, PART VI, SECTION C, LINE 19 QUALITY TRUST PROVIDES AN ANNUAL REPORT TO THE PUBLIC WHICH INCLUDES THE AUDITED FINANCIAL STATEMENTS OF THE PREVIOUS YEAR. THE SETTLEMENT AGREEMENT AND CONSENT ORDER ESTABLISHING QUALITY TRUST CAN BE FOUND ON QT'S WEBSITE AT WWW.DCQUALITYTRUST.ORG. QUALITY TRUST'S CURRENT AND PREVIOUS FEDERAL FORM 990 CAN BE VIEWED AT WWW.GUIDESTAR.ORG.