2025-08-13T13:21:16-05:00 2024-09-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-10-01 742994661 QUALITY TRUST FOR INDIVIDUALS WITH DISABILITIES INC QUAL 2024481450 1400 I STREET NW 415 WASHINGTON DC 20005 SHAWN ULLMAN CHIEF EXECUTIVE OFFICER 2024481450 2025-08-12 1 1 FRANK SMITH P00639053 2022274000 2023 2025-03-06 01:10:19Z X SHAWN ULLMAN 1400 I STREET NW 415 WASHINGTON DC 20005 5102083 0 X WWW.DCQUALITYTRUST.ORG X 2001 DC SUPPORTING PEOPLE WITH DEVELOPMENTAL DISABILITIES TO LIVE SAFE, HEALTHY AND QUALITY LIVES. 13 13 21 27 0 0 651952 292911 114310 136337 1255647 1289449 3370 13282 2025279 1731979 0 0 0 0 1884312 1866128 0 0 219656 656437 764544 2540749 2630672 -515470 -898693 14971806 16063876 536613 393687 14435193 15670189 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 1018897 115500 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 1220 SERIOUS REPORTABLE INCIDENTS, 123 RANDOMLY DRAWN PEOPLE FOR MONITORING ASSIGNMENTS, 400 INDIVIDUAL SURVEYS IN THE NATIONAL CORE INDICATORS PROJECT (NCI) AND SUPPORTED 15 NEW PEOPLE THROUGH ADVOCACY. WE MET PEOPLE LIVING IN HOST HOMES, SUPPORTED LIVING, ICFS, NATURAL HOMES AND LTAC FACILITIES. 406558 20837 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 WORK WITH MEN AND WOMEN WITH DISABILITIES. 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. WE UTILIZE VIRTUAL MEETING PLATFORMS TO CONDUCT SOME OF OUR WORK AS THEY FACILITATE ADDITIONAL MEETING PARTICIPATION WITHOUT THE NEED TO TRAVEL TO VENUES AND ALLOW PEOPLE TO OVERCOME CHALLENGES TO JOINING IN-PERSON. THIS YEAR, OUTREACH AND SPECIAL PROJECTS STAFF PARTICIPATED IN 10 FORMAL COLLABORATIONS, SUPPORTED 57 PEOPLE WITH DISABILITIES AND 157 PARENTS AND CAREGIVERS. WE FACILITATED 16 VIRTUAL TRAININGS AND WEBINARS, AND 270 PEOPLE WERE IMPACTED BY OUTREACH AND SPECIAL PROJECTS. 362678 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 SEVERAL SPECIFIC PROJECTS ON UTILIZING BEST PRACTICES TO SUPPORT PEOPLE WITH DISABILITIES.THIS YEAR STAFF CONDUCTED 15 TRAININGS AND PRESENTATIONS BY THE LEGAL TEAM IN 2024, OVER 350 PARTICIPANTS (FAMILY MEMBERS, PEOPLE WITH DISABILITIES, AND PROFESSIONALS), AND AT LEAST 40 STAKEHOLDER MEETINGS (INCLUDING MEETINGS WITH LOCAL AND NATIONAL ADVOCATES, MONTHLY MEETINGS WITH DDS, AND WORKING GROUP MEETINGS). 1788133 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 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 1400 I STREET NW 415 WASHINGTON DC 20005 JAHERO OTIENO SECRETARY, CHAIR - AS OF 01/24 2.50 X X 0 0 0 NICOLE JORWIC CHAIR - UNTIL 12/23 2.50 X X 0 0 0 DAVID GOLDFARB DIRECTOR UNTIL 12/23, VICE-CHAIR/TREASURER 2.50 X X 0 0 0 CURTIS SCHEHR VICE-CHAIR/TREASURER - UNTIL 12/23 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 - UNTIL 12/23 1.50 X 0 0 0 TARA ENGEL DIRECTOR 1.50 X 0 0 0 QUINTINA HAMPTON DIRECTOR - UNTIL 12/23 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 - UNTIL 12/23 1.50 X 0 0 0 MARIANA ROIG DIRECTOR 1.50 X 0 0 0 JACKIE SPAINHOUR DIRECTOR 1.50 X 0 0 0 WALTER SUSKIND DIRECTOR 1.50 X 0 0 0 SHERRY TEYCER 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 155000 0 6240 PHYLLIS A HOLTON DEPUTY DIRECTOR OF OUTREACH & DEVELOPMENT 40.00 X 112744 0 20962 JAMES J LETHBRIDGE DEPUTY DIRECTOR OF PROGRAMS 40.00 X 112010 0 21584 JENISE S ROSS DEPUTY DIRECTOR OF OPERATIONS 40.00 X 112476 0 19753 KIMBERLY K CHAVIS HEALTHCARE COORDINATOR 40.00 X 105224 0 14708 597454 0 83247 5 0 1 0 0 1274 40668 112091 138878 18801 292911 SURVEY ADMINISTRATION 900099 115500 115500 MANAGED SERVICES 900099 20837 20837 136337 414916 414916 22500 0 22500 22500 22500 4193070 3318537 874533 874533 874533 42349 40668 51567 -9218 -9218 1731979 136337 0 1302731 161230 62880 77390 20960 1310770 1050025 175779 84966 79257 62089 11701 5467 199757 153078 32396 14283 115114 94553 11441 9120 2630 2630 87590 87590 67633 67633 205281 140817 59616 4848 7325 3190 4135 60305 40279 17787 2239 181412 138281 30022 13109 8245 5703 2357 185 14047 7111 1945 4991 29451 22449 4874 2128 30158 30158 TEMPORARY STAFFING 49905 3360 46545 SUBSCRIPTIONS AND PUBS 18783 7678 4425 6680 MISCELLANEOUS 1779 1779 2630672 1788133 622883 219656 59986 71705 943360 947363 22564 10985 0 2843 10019 14700 333800 309109 51960 24691 13617555 14880365 266362 111224 14971806 16063876 200645 247690 17102 19331 318866 126666 536613 393687 X 14435193 15670189 14435193 15670189 14971806 16063876 -898693 2133689 0 X 0 1 X 1 0 X 375601 682802 814732 651952 292911 2817998 375601 682802 814732 651952 292911 2817998 2817998 946853 251358 311842 382440 437416 2329909 5147907 482375 0.54740 0.53460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 207143 195198 11945 69815 57351 12464 56842 56560 282 24691 OPERATING LEASE LIABILITY 121666 SECURITY DEPOSIT PAYABLE 5000 126666 X 3860192 2133689 62157 2195846 1664346 67633 67633 1731979 2625196 62157 62157 2563039 67633 67633 2630672 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, 2024, 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 75464 38155 37309 18801 25323 1175 547 BETTER TOGETHER RECEPTION 7553 2513 5040 5587 134 83017 40668 42349 18801 30910 1175 681 51567 -9218 X 1 0 X X 0 0 0 0 0 0 0 1 0 SHAWN ULLMAN CHIEF EXECUTIVE OFFICER 150000 0 5000 0 0 0 4500 0 1740 0 161240 0 0 0 PART I, LINE 1A THE BELOW INDIVIDUALS RECEIVED GROSS UP FOR LTD/STD INSURANCE FOR THE YEAR ENDED DECEMBER 31, 2023: PHYLLIS A. HOLTON: $1,474 JAMES J. LETHBRIDGE: $1,474 JENISE S. ROSS: $1,457 PART I, LINE 7 THE BELOW INDIVIDUALS RECEIVED NON-FIXED, DISCRETIONARY BONUSES DURING THE YEAR ENDED DECEMBER 31, 2023: SHAWN ULLMAN: $5,000 PHYLLIS A. HOLTON: $3,808 JAMES J. LETHBRIDGE: $3,808 JENISE ROSS: $3,808 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.