QUALITY TRUST FOR INDIVIDUALS WITH DISABILITIES INC

EIN: 742994661 501(c)(3) Human Services

WASHINGTON, DC

Total Revenue
$1,731,979
Total Expenses
$2,630,672
Total Assets
$16,063,876
Net Assets
$15,670,189
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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
DC
Principal Officer
SHAWN ULLMAN
Phone
2024481450
Tax Period
2023-10-01 to 2024-09-30

QUALITY TRUST FOR INDIVIDUALS WITH DISABILITIES INC, founded in 2001, is a community nonprofit in the Human Services sector that reported $1.7M in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $2.6M exceeded revenue, resulting in a 52% operating deficit.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $1,018,897 Revenue: $115,500

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...

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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.

Program 2
Expenses: $406,558 Revenue: $20,837

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...

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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.

Program 3
Expenses: $362,678

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...

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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).

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $292,911
Program Service Revenue $136,337
Investment Income $1,289,449
Other Revenue $13,282
TOTAL REVENUE $1,731,979

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,866,128
Fundraising Expenses $219,656
Program Expenses $1,788,133
Other Expenses $764,544
TOTAL EXPENSES $2,630,672

Year-over-Year Comparison

2023 2022 Change
Revenue $1,731,979 $2,025,279 -0.1%
Expenses $2,630,672 $2,540,749 +0.0%
Net Income $-898,693 $-515,470 +0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
13
Employees
21
Volunteers
27

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$161,240
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAHERO OTIENO SECRETARY, CHAIR - AS OF 01/24 2.50
Officer Director
$0 $0 $0
NICOLE JORWIC CHAIR - UNTIL 12/23 2.50
Officer Director
$0 $0 $0
DAVID GOLDFARB DIRECTOR UNTIL 12/23, VICE-CHAIR/TREASURER 2.50
Officer Director
$0 $0 $0
CURTIS SCHEHR VICE-CHAIR/TREASURER - UNTIL 12/23 2.50
Officer Director
$0 $0 $0
KATHERINE BOE HEUCK DIRECTOR 1.50
Director
$0 $0 $0
CHADWICK CHARLES DIRECTOR 1.50
Director
$0 $0 $0
CAREY DEMATTEIS DIRECTOR - UNTIL 12/23 1.50
Director
$0 $0 $0
TARA ENGEL DIRECTOR 1.50
Director
$0 $0 $0
QUINTINA HAMPTON DIRECTOR - UNTIL 12/23 1.50
Director
$0 $0 $0
RYAN KING DIRECTOR 1.50
Director
$0 $0 $0
LISA MATTHEWS DIRECTOR 1.50
Director
$0 $0 $0
YOLANDRA A PLUMMER PHD DIRECTOR - UNTIL 12/23 1.50
Director
$0 $0 $0
MARIANA ROIG DIRECTOR 1.50
Director
$0 $0 $0
JACKIE SPAINHOUR DIRECTOR 1.50
Director
$0 $0 $0
WALTER SUSKIND DIRECTOR 1.50
Director
$0 $0 $0
SHERRY TEYCER DIRECTOR 1.50
Director
$0 $0 $0
DONNA THORNTON DIRECTOR 1.50
Director
$0 $0 $0
KEITH WRIGHT DIRECTOR 1.50
Director
$0 $0 $0
SHAWN ULLMAN CHIEF EXECUTIVE OFFICER 40.00
Officer
$155,000 $6,240 $161,240
PHYLLIS A HOLTON DEPUTY DIRECTOR OF OUTREACH & DEVELOPMENT 40.00
Highest
$112,744 $20,962 $133,706
JAMES J LETHBRIDGE DEPUTY DIRECTOR OF PROGRAMS 40.00
Highest
$112,010 $21,584 $133,594
JENISE S ROSS DEPUTY DIRECTOR OF OPERATIONS 40.00
Highest
$112,476 $19,753 $132,229
KIMBERLY K CHAVIS HEALTHCARE COORDINATOR 40.00
Highest
$105,224 $14,708 $119,932
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $1,731,979 $2,630,672 $16,063,876 $-898,693
2023 $2,025,279 $2,540,749 $14,971,806 $-515,470
2022 $1,893,695 $2,721,026 $14,471,383 $-827,331
2021 $2,094,868 $2,635,133 $19,455,901 $-540,265
2020 $1,968,815 $2,547,992 $17,566,731 $-579,177
2019 $2,432,884 $2,886,986 $17,876,271 $-454,102
2018 $2,182,062 $2,947,390 $19,622,523 $-765,328
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