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Nonprofit · EIN 52-1422392

PLAN OF MARYLAND DC INC

Tax-exempt · GAITHERSBURG, MD 20877

Financials

$477K$581K2022$112K$159K2023$396K$735K2024
Revenue Expenses · by fiscal year end
Financials of PLAN OF MARYLAND DC INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$395,948$735,031-$339,083$12,098,150$11,015,903$1,082,247
December 31, 2023990$111,726$158,519-$46,793$12,415,412$11,086,051$1,329,361
September 30, 2023990$477,486$581,169-$103,683$14,553,521$13,257,100$1,296,421
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$8,562
Program service revenue
$400,720
Investment income
$41,626
Net rental income
-$55,291
Net gain from sales of assets
$30,998
Other revenue
-$54,960

Expenses

Grants and similar amounts paid
$255,291
Other salaries and wages
$275,173
Salaries, compensation and benefits (total)
$316,792
Professional fundraising fees
$0
Legal fees
$190
Accounting fees
$12,899
Occupancy
$9,237
Depreciation
$3,931
Program services (functional)
$601,391
Management and general (functional)
$131,813
Fundraising (functional)
$1,827

Balance sheet and other

Total assets, start of year
$12,415,412
Total assets, end of year
$12,098,150
Total liabilities, end of year
$11,015,903
Net assets, end of year
$1,082,247
Land, buildings and equipment
$153,209
Publicly traded securities
$789,796
Net assets without donor restrictions
$1,082,247
Gross receipts
$601,925
Employees
4
Volunteers
11
Year formed
1985
State of legal domicile
MD

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
KEN HOEFERPRESIDENT
Trustee or director, Officer
10$0
NATASHA LUDWIGDIRECTOR
Trustee or director
2$0
MAY-LIS MANLEYDIRECTOR
Trustee or director
2$0
MORRIS KLEINDIRECTOR
Trustee or director
2$0
BETTY FERBERSECRETARY
Trustee or director, Officer
2$0
PETER MERRILLTREASURER
Trustee or director, Officer
2$0
MICHAEL LEVINEVICE PRESIDENT
Trustee or director, Officer
2$0
DAVID GOLDFARBDIRECTOR
Trustee or director
2$0
FRED WHITONDIRECTOR
Trustee or director
2$0
MALLORY LETTDIRECTOR
Trustee or director
2$0
ALEX ZARZECKIDIRECTOR
Trustee or director
2$0
DENISE FIKEINTERIM EXECUTIVE DIRECTOR
Officer
40$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
KEN HOEFERPRESIDENT
Trustee or director, Officer
10$0
NATASHA LUDWIGDIRECTOR
Trustee or director
2$0
MAY-LIS MANLEYDIRECTOR
Trustee or director
2$0
MORRIS KLEINDIRECTOR
Trustee or director
2$0
BETTY FERBERSECRETARY
Trustee or director, Officer
2$0
PETER MERRILLTREASURER
Trustee or director, Officer
2$0
MICHAEL LEVINEVICE PRESIDENT
Trustee or director, Officer
2$0
DAVID GOLDFARBDIRECTOR
Trustee or director, Officer
2$0
FRED WHITONDIRECTOR
Trustee or director, Officer
2$0
MALLORY LETTDIRECTOR
Trustee or director, Officer
2$0
ALEX ZARZECKIDIRECTOR
Trustee or director, Officer
2$0
DENISE FIKEINTERIM EXECUTIVE DIRECTOR
Officer
40$0
990 for the year ended September 30, 2023: 8 people
NameTitleHours / weekCompensation
SUSAN VICTORYEXECUTIVE DIRECTOR
Officer
40$95,145
STEVE WALLACEPRESIDENT
Trustee or director, Officer
10$0
ANN WEXLERDIRECTOR
Trustee or director
2$0
DR MARIANA KASTRINAKISDIRECTOR
Trustee or director
2$0
MORRIS KLEINDIRECTOR
Trustee or director
2$0
BETTY FERBERSECRETARY
Trustee or director, Officer
2$0
PETER MERRILLTREASURER
Trustee or director, Officer
2$0
DR RUTH KEVESS-COHENVICE PRESIDENT
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
604 S FREDERICK AVE STE 411, GAITHERSBURG, MD 20877-1284
In care of
% AMANDA SHERWOOD
Principal officer (990 for 2024)
DENISE FIKE, 604 SOUTH FREDERICK AVENUE 411, GAITHERSBURG, MD 20877
Signed the 990
DENISE FIKE, EXECUTIVE DIRECTOR
Phone
(301) 740-8444
Return prepared by
LSWG PA

Mission

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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.
    Expenses $601,391 · grants $255,291 · revenue $400,720

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
52-1422392
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1985
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$12,098,150
Income (IRS master file)
$601,925

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$395,948$735,031$12,098,150XML
990December 2023$111,726$158,519$12,415,412XML
990September 2023$477,486$581,169$14,553,521XML
990September 2022$559,687$562,262$13,953,165IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1422392).

Questions about PLAN OF MARYLAND DC INC

What is the EIN of PLAN OF MARYLAND DC INC?
The employer identification number (EIN) of PLAN OF MARYLAND DC INC is 52-1422392.
Is PLAN OF MARYLAND DC INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to PLAN OF MARYLAND DC INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PLAN OF MARYLAND DC INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PLAN OF MARYLAND DC INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PLAN OF MARYLAND DC INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of PLAN OF MARYLAND DC INC?
The 990 for the year ended December 31, 2024 names DENISE FIKE.
Who are the officers and directors of PLAN OF MARYLAND DC INC?
The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
How much revenue does PLAN OF MARYLAND DC INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $395,948, expenses of $735,031 and total assets of $12,098,150 at year end.

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