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Delaware Careplan INC

Tax-deductible

Middletown, DE501(c)(3)EducationEIN 51-0393486Revenue $166K in FY2024

On file with the IRSdelawarecareplan.orgPo Box 1223, 19709-7223 · Middletown, DETax-exempt since Jun 2000Publicly supported charity — 170(b)(1)(A)(vi)

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To act as an advocate and to monitor services provided by various public agencies to individuals with special needs who are beneficiaries of care plan trusts during and beyond the lifetime of the individual's parents/family.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
Run by 1 volunteers and 1 employee.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $352K a year · 72% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
18 mo
of spending, in cash
Looks good: 18.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $46
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$25K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$166K
-87% vs prior year
Spent
$128K
To programs
79%
Net assets
$2.1M
By yearFY2020–FY2024
Revenue
$166K
FY2024▼ -87%
Tap a bar for its year
Revenue by fiscal year
FY2020$170K
FY2021$151K
FY2022$635K
FY2023$1.3M
FY2024$166K
Expenses
$128K
FY2024▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$133K
FY2021$140K
FY2022$148K
FY2023$119K
FY2024$128K
Net assets
$2.1M
FY2024▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$338K
FY2021$343K
FY2022$830K
FY2023$2.0M
FY2024$2.1M

From the FY2024 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 2000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $101K Management & general 21% · $27K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Stephen D Ritchie CPA
Executive Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Kurt M Landgraf
President Emeritus
$0Pt VII · Sec A
P Kristen Bennett ESQ.
Board of Directors
$0Pt VII · Sec A
Cynthia Brown Jd Tep
Board of Directors
$0Pt VII · Sec A
Leslie Dipietro
Board of Directors
$0Pt VII · Sec A
See Delaware Careplan INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Advocates for and monitors services for individuals with special needs in care trusts.

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Provided by the organization

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1 program · $101K · in their own filed words · FY2024
01

Monitoring and providing advocacy for citizens with special needs who have established care plan trusts.

$101Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Amazonsmile FoundationFY2023$46
Total grants receivedfrom 1 funder$46
Grants paid · 1 grant · $10K · 2022–2022
Unitemized GrantFY2022$10,000

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$166K
Ln 12
Fees for servicesLn 2g$133K
Investment incomeLn 3$20K
Gifts and grantsLn 1h$13K
Money outPt IX
$128K
Ln 25
Programscol B$101K
Managementcol C$27K
Owns and owesPt X
$2.1M
net assets · Ln 32
Cash and savingsLn 1–2$197K
Total assetsLn 16$2.1M
LiabilitiesLn 26$25K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$13K
Government grantsLn 1e$8K
Fees for servicesLn 2g$133K
Investment incomeLn 3$20K
Total revenueLn 12$166K
Assets in detailPt X, end of year
CashLn 1$197K
Cash and savings togetherLn 1–2$197K
Other assetsLn 15$1.8M
Total assetsLn 16$2.1M
LiabilitiesLn 26$25K
Net assetsLn 32$2.1M
OperationsPt I, VI
EmployeesI 51
VolunteersI 61
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$158K$197K
Total assetsLn 16$2.0M$2.1M
LiabilitiesLn 26$16K$25K
Net assetsLn 32$2.0M$2.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$506$506
Pay of current officers, directors and key staffLn 5$100K$79K$21K
Payroll taxesLn 10$8K$6K$2K
Investment management feesLn 11f$1K$1K
Other fees for servicesLn 11g$8K$6K$2K
Office expensesLn 13$1K$1K$307
Information technologyLn 14$330$261$69
OccupancyLn 16$3K$2K$583
Conferences, conventions and meetingsLn 19$970$766$204
InsuranceLn 23$3K$2K$608
Other expenses (24a–d)Ln 24$1K$1K$312
All other expensesLn 24e$555$437$118
Total functional expensesLn 25$128K$101K$27K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $166K$128K$38K$2.1M 990 PDF
FY2023 $1.3M$119K$1.2M$2.0M 990 PDF
FY2022 $635K$148K$487K$830K 990 PDF
FY2021 $151K$140K$11K$343K 990 PDF
FY2020 $170K$133K$37K$338K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $166,166 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,188,585$13,162
I-9 Program service revenuePrior year $116,050$133,484
I-10 Investment incomePrior year $1,180$19,520
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,305,815$166,166
I-13 Grants and similar amounts paidPrior year $790$506
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $99,680$107,923
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $18,988$19,440
I-18 Total expensesPrior year $119,458$127,869
I-19 Revenue less expensesPrior year $1,186,357$38,297
Part VI · Governance 11 of 11 board members independent, 4 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $166,166 across 7 lines filed
Lines not itemized here account for $1,750 of total revenue; see the IRS return.
VIII-1a Federated campaigns$476
VIII-1e Government grants$8,000
VIII-1f All other contributions, gifts and grants$4,686
VIII-1h Total contributions, gifts and grants$13,162
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $131,734$131,734
VIII-3 Investment incomeExcluded from tax $19,520$19,520
VIII-12 Total revenueRelated to mission $133,484 · Unrelated business $0 · Excluded from tax $19,520$166,166
Part IX · Statement of functional expenses $127,869 across 12 lines filed
IX-2 Grants to domestic individualsPrograms $506$506
IX-5 Pay of current officers, directors and key staffPrograms $78,965 · Management $20,991$99,956
IX-10 Payroll taxesPrograms $6,294 · Management $1,673$7,967
IX-11f Investment management feesPrograms $1,112$1,112
IX-11g Other fees for servicesPrograms $6,203 · Management $1,649$7,852
IX-13 Office expensesPrograms $1,156 · Management $307$1,463
IX-14 Information technologyPrograms $261 · Management $69$330
IX-16 OccupancyPrograms $2,193 · Management $583$2,776
IX-19 Conferences, conventions and meetingsPrograms $766 · Management $204$970
IX-23 InsurancePrograms $2,286 · Management $608$2,894
IX-24 Other expenses (24a–d)Programs $1,176 · Management $312$1,488
IX-24e All other expensesPrograms $437 · Management $118$555
IX-25 Total functional expensesPrograms $101,355 · Management $26,514 · Fundraising $0$127,869
Part X · Balance sheet $2,078,213 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $157,591$196,902
X-4 Accounts receivableStart of year $43,175$39,875
X-15 Other assetsStart of year $1,831,786$1,841,436
X-16 Total assetsStart of year $2,032,552$2,078,213
X-17 Accounts payable and accrued expensesStart of year $16,120$25,492
X-26 Total liabilitiesStart of year $16,120$25,492
X-27 Net assets without donor restrictionsStart of year $2,016,432$2,052,721
X-32 Total net assets or fund balancesStart of year $2,016,432$2,052,721
X-33 Total liabilities and net assetsStart of year $2,032,552$2,078,213
Part XI · Reconciliation of net assets $2,052,721 net assets at year end
XI-1 Total revenue$166,166
XI-2 Total expenses$127,869
XI-3 Revenue less expenses$38,297
XI-4 Net assets at start of year$2,016,432
XI-5 Net unrealized gains (losses) on investments−$2,008
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,052,721

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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