2026-07-31T10:32:43-05:00 2025-09-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-10-01 742994661 QUALITY TRUST FOR INDIVIDUALS WITH DISABILITIES INC QUAL 2024481450 1400 I STREET NW 415 WASHINGTON DC 20005 SHAWN ULLMAN CHIEF EXECUTIVE OFFICER 2024481450 2026-07-30 1 1 FRANK SMITH P00639053 2022274000 2024 2025-03-06 01:10:19Z SHAWN ULLMAN 1400 I STREET NW 415 WASHINGTON DC 20005 6942815 0 X WWW.DCQUALITYTRUST.ORG X 2001 DC SUPPORTING PEOPLE WITH DEVELOPMENTAL DISABILITIES TO LIVE SAFE, HEALTHY AND QUALITY LIVES. 8 8 21 29 0 0 292911 423497 136337 141070 1289449 1278846 13282 -382 1731979 1843031 0 0 0 0 1866128 1827148 0 0 296521 764544 811714 2630672 2638862 -898693 -795831 16063876 16165760 393687 1144635 15670189 15021125 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 987229 119269 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) POLICY ADVOCACY THROUGH THE PUBLICATION OF AN ANNUAL MONITORING REPORT WHICH IS DISTRIBUTED TO LOCAL DISABILITY AND GOVERNMENT STAKEHOLDERS AND IS POSTED ON OUR WEBSITE. THIS YEAR STAFF TRIAGED 1,200 SERIOUS REPORTABLE INCIDENTS, INTERVIEWED 399 PEOPLE WHO EXPERIENCED DEVELOPMENTAL AND OTHER DISABILITIES, MONITORED OVER 125 PEOPLE AND PROVIDED IN PERSON FOLLOW-UP TO OVER 100 PEOPLE WHO EXPERIENCED SIGNIFICANT HEALTH ISSUES. QUALITY TRUST SUPPORTED 58 NEW PEOPLE THROUGH ADVOCACY. QUALITY TRUST MET PEOPLE LIVING IN HOST HOMES, SUPPORTED LIVING, ICFS, NATURAL HOMES AND LTAC FACILITIES. 500827 21801 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 INDIVIDUAL, SYSTEMIC, AND FAMILY ADVOCACY, PARENT TO PARENT SUPPORT, TECHNICAL AND FINANCIAL OVERSIGHT OF THE LOCAL SELF-ADVOCACY COALITION AND LEADING A COLLABORATION OF ORGANIZATIONS INCREASING ACCESS FOR WOMEN AND MEN WHO ARE SURVIVORS AND AT RISK OF SEXUAL VIOLENCE. OUR WORK IS ACCOMPLISHED BY (1) PROVIDING INDIVIDUAL ADVOCACY SUPPORT TO MEET DESIRED OUTCOMES AND RESOLVE BARRIERS (2) PROVIDING TRAINING AND TECHNICAL ASSISTANCE TO PEOPLE WITH DISABILITIES, FAMILIES, AND DISABILITY PROFESSIONALS ON VARIED TOPICS AND, (3) DIRECTING SPECIFIC PROJECTS FOR SPANISH-SPEAKING PERSONS AND PARENTS, TRANSITION AGE YOUTH WITH DISABILITIES, AND BIPOC COMMUNITY MEMBERS. THIS YEAR STAFF PARTICIPATED IN 17 FORMAL COLLABORATIONS, SUPPORTED 58 PEOPLE WITH DISABILITIES AND 176 PARENTS AND CAREGIVER, FACILITATED 22 VIRTUAL TRAININGS AND WEBINARS, AND 436 PEOPLE WERE IMPACTED BY OUTREACH AND SPECIAL PROJECTS WORK. 336229 LEGAL EDUCATION AND ADVOCACY: QUALITY TRUST'S LEGAL AND ADVOCACY TEAM OF ATTORNEY'S 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 SUPPORT, (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 ASSISTED 140 INDIVIDUALS, CONDUCTED 9 TRAININGS AND WEBINARS, AND PARTICIPATED IN OVER 100 STAKEHOLDER MEETINGS TO SERVE AS A RESOURCE ON ISSUES THAT IMPACT PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES. 1824285 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 10 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 VA X X SHAWN ULLMAN 2024481450 1400 I STREET NW 415 WASHINGTON DC 20005 JAHERO OTIENO CHAIR/SECRETARY 2.50 X X 0 0 0 DAVID GOLDFARB TREASURER - UNTIL 01/25 2.50 X X 0 0 0 KATHERINE BOE HEUCK DIRECTOR - UNTIL 11/24 1.50 X 0 0 0 CHADWICK CHARLES DIRECTOR - UNTIL 11/24 1.50 X 0 0 0 PHILLIP DORROH DIRECTOR 1.50 X 0 0 0 TARA ENGEL DIRECTOR - UNTIL 01/25 1.50 X 0 0 0 RYAN KING DIRECTOR 1.50 X 0 0 0 LISA MATTHEWS DIRECTOR - UNTIL 12/24 1.50 X 0 0 0 MARIANA ROIG DIRECTOR 1.50 X 0 0 0 ROBIN SHAFFERT DIRECTOR 1.50 X 0 0 0 JACKIE SPAINHOUR DIRECTOR 1.50 X 0 0 0 WALTER SUSKIND DIRECTOR - UNTIL 01/25 1.50 X 0 0 0 SHERRY TEYCER DIRECTOR 1.50 X 0 0 0 DONNA THORNTON DIRECTOR - UNTIL 12/24 1.50 X 0 0 0 KEITH WRIGHT DIRECTOR 1.50 X 0 0 0 SHAWN ULLMAN CHIEF EXECUTIVE OFFICER 40.00 X 155986 0 10926 PHYLLIS A HOLTON DEPUTY DIRECTOR OF OUTREACH & DEVELOPMENT 40.00 X 112726 0 24151 JAMES J LETHBRIDGE DEPUTY DIRECTOR OF PROGRAMS 40.00 X 112179 0 27364 JENISE S ROSS DEPUTY DIRECTOR OF OPERATIONS 40.00 X 111635 0 26772 KIMBERLY K CHAVIS HEALTHCARE COORDINATOR 40.00 X 105248 0 21039 597774 0 110252 5 0 1 0 0 1220 38409 129170 254698 14040 423497 SURVEY ADMINISTRATION 900099 119269 119269 MANAGED SERVICES 900099 21801 21801 141070 413056 413056 20000 0 20000 20000 20000 5913549 5047759 865790 865790 865790 31643 38409 52025 -20382 -20382 1843031 141070 0 1278464 X 167748 75487 70454 21807 1270365 1033238 101381 135746 77623 62705 6543 8375 188349 147133 20582 20634 123063 95283 14248 13532 1207 1207 83392 83392 62183 62183 277514 166937 72116 38461 19791 5968 1136 12687 69005 49101 13236 6668 162783 126361 18539 17883 11641 9626 1953 62 7956 5629 1401 926 21697 16842 2471 2384 34367 23493 7549 3325 FIXED ASSET DISPOSAL 34862 34862 SUBSCRIPTIONS AND PUBS 15807 6482 4803 4522 TEMPORARY STAFFING 9509 9509 2638862 1824285 518056 296521 71705 35839 947363 622530 10985 24929 2843 11482 14700 29110 104711 94823 24691 9888 14880365 14599281 111224 832701 16063876 16165760 247690 241182 19331 10727 126666 892726 393687 1144635 X 15670189 15021125 15670189 15021125 16063876 16165760 -795831 146767 0 X 0 1 X 1 0 X 682802 814732 651952 292911 423497 2865894 682802 814732 651952 292911 423497 2865894 2865894 251358 311842 382440 437416 433056 1816112 4682006 519354 0.61210 0.54740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 23626 20126 3500 81085 74697 6388 9888 RIGHT-OF-USE ASSET 807133 DEPOSITS 25568 832701 OPERATING LEASE LIABILITY 892726 892726 X 2146001 146767 253248 400015 1745986 62183 34862 97045 1843031 2795065 253248 253248 2541817 62183 34862 97045 2638862 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, 2025, 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: FIXED ASSETS DISPOSAL 34,862. PART XII, LINE 4B - OTHER ADJUSTMENTS: FIXED ASSETS DISPOSAL 34,862. GALA 61699 38409 23290 14040 30657 915 BETTER TOGETHER RECEPTION 8353 8353 6277 136 70052 38409 31643 14040 36934 1051 52025 -20382 X 1 0 X X 0 0 0 0 0 0 0 1 0 SHAWN ULLMAN CHIEF EXECUTIVE OFFICER 150000 0 5100 0 886 0 6000 0 4926 0 166912 0 0 0 PART I, LINE 1A THE BELOW INDIVIDUALS RECEIVED GROSS UP FOR LTD/STD INSURANCE FOR THE YEAR ENDED DECEMBER 31, 2024: SHAWN ULLMAN: $886 PHYLLIS A. HOLTON: $1,555 JAMES J. LETHBRIDGE: $1,555 JENISE S. ROSS: $1,555 PART I, LINE 7 THE BELOW INDIVIDUALS RECEIVED NON-FIXED, DISCRETIONARY BONUSES DURING THE YEAR ENDED DECEMBER 31, 2024: SHAWN ULLMAN: $5,100 PHYLLIS A. HOLTON: $3,908 JAMES J. LETHBRIDGE: $3,908 JENISE S. ROSS: $3,908 KIMBERLY K. CHAVIS: $3,699 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 15 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 ON QT'S WEBSITE AND AT WWW.GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 166,937. MANAGEMENT AND GENERAL EXPENSES 68,148. FUNDRAISING EXPENSES 38,461. TOTAL EXPENSES 273,546. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,968. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,968.