2025-04-22T13:20:16-05:00 2024-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2023-07-01 030406267 KENNEDY INSTITUTE HOUSING CORPORATION II KENN 2022812700 801 BUCHANAN ST NE WASHINGTON DC 20017 MARY JANE MORROW CFO 2022812700 2025-04-22 1 1 GARRETT M HIGGINS P00543209 2122862600 2025-04-22 2023 2025-03-06 01:10:19Z JAMES J MALLOY 801 BUCHANAN ST NE WASHINGTON DC 20017 158663 0 X N/A X 2001 DC TO PROVIDE AFFORDABLE HOUSING TO PERSONS WITH DISABILITIES. 14 14 0 15 0 0 118919 108157 49978 50378 112 128 0 0 169009 158663 0 0 0 0 0 0 0 0 0 189113 212691 189113 212691 -20104 -54028 973370 917689 1784089 1782436 -810719 -864747 TO PROVIDE AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED UNDER SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT. 0 0 166742 0 50378 KENNEDY INSTITUTE HOUSING CORPORATION II WAS ORGANIZED ON JULY 19, 2001 UNDER THE PROVISIONS OF THE DISTRICT OF COLUMBIA FOR THE PURPOSE OF CONSTRUCTING AND OPERATING HOUSING AND RELATED FACILITIES FOR PERSONS WITH DISABILITIES. THE ENTITY WAS FINANCED THROUGH THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT ("HUD") UNDER SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT AND CONSISTS OF 12 UNITS. SUCH ENTITIES ARE REGULATED BY HUD AS TO RENT CHARGES AND OPERATING METHODS. 166742 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X L HAYES ASSOCIATES INC 3019826207 5010 SUNNYSIDE AVENUE SUITE 312 BELTSVILLE MD 20705 JOHN VEIHMEYER CHAIRMAN 0.20 2.80 X 0 0 0 MICHAEL STEELE VICE CHAIRMAN 0.20 2.80 X 0 0 0 CAITLIN CHALKE DIRECTOR 0.10 1.90 X 0 0 0 DAVE DILUIGI DIRECTOR 0.10 1.90 X 0 0 0 GEOFF GONELLA DIRECTOR 0.10 1.90 X 0 0 0 ELIZABETH HEWLETT DIRECTOR 0.10 1.90 X 0 0 0 MARK LEE DIRECTOR 0.10 1.90 X 0 0 0 ELIZABETH MEERS DIRECTOR 0.10 1.90 X 0 0 0 STEFANIE MORGAN-DAVIS DIRECTOR 0.10 1.90 X 0 0 0 CLARK PASTRICK DIRECTOR 0.10 1.90 X 0 0 0 GREGORY PROCTOR DIRECTOR 0.10 1.90 X 0 0 0 JOHN SHOOSHAN DIRECTOR 0.10 1.90 X 0 0 0 JOHN WHALEN DIRECTOR 0.10 1.90 X 0 0 0 MICHAEL WILLIAMS DIRECTOR 0.10 1.90 X 0 0 0 JAMES J MALLOY PRESIDENT AND CEO 1.00 39.00 X 0 211538 14495 PATRICK DUNNE CHIEF OPERATING OFFICER 1.00 39.00 X 0 315907 28660 MARY JANE MORROW CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 196583 33065 JOAN FOWLER BROWN CHIEF OF STAFF 1.00 39.00 X 0 131621 33562 ELIZABETH R GORMAN CHIEF DEVELOPMENT OFFICER 1.00 39.00 X 0 196423 16352 0 1052072 126134 0 0 1 0 0 6521 101636 108157 FACILITY FEES 531110 30000 30000 RENTAL INCOME 531110 20378 20378 50378 128 128 158663 50378 0 128 X 13046 13046 22950 22950 75866 73890 1976 7412 7412 28636 28636 36917 36917 OUTSOURCED STAFF 23815 23815 REPAIRS AND MAINTENANCE 3484 3484 OTHER ADMINISTRATIVE 565 565 212691 166742 45949 0 6232 2802 101986 77736 0 35 1466143 630507 863673 835636 1479 1480 973370 917689 14721 14811 1769 0 1385 1411 1225200 1225200 541014 541014 1784089 1782436 X -810719 -864747 -810719 -864747 973370 917689 -54028 0 X 0 1 X 0 1 1 X 113744 113917 116558 118919 108157 571295 60453 61884 58248 49978 50378 280941 174197 175801 174806 168897 158535 852236 0 0 0 852236 25 12 12 112 128 289 25 12 12 112 128 289 174222 175813 174818 169009 158663 852525 0.99970 0.99980 0.00030 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 210000 210000 1247132 621496 625636 9011 9011 0 835636 DUE TO RELATED ORGANIZATION 541014 541014 X 158663 0 158663 0 158663 212691 0 212691 0 212691 PART IV, LINE 2B: TENANT SECURITY DEPOSITS HELD IN ACCORDANCE WITH FEDERAL AND STATE REQUIREMENTS. PART X, LINE 2: THE ENTITY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ENTITY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ENTITY IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2021. 0 0 0 0 0 0 0 0 0 PATRICK DUNNE CHIEF OPERATING OFFICER 0 315907 0 0 0 0 0 25434 0 3226 0 344567 0 0 MARY JANE MORROW CHIEF FINANCIAL OFFICER 0 196583 0 0 0 0 0 16251 0 16814 0 229648 0 0 JAMES J MALLOY PRESIDENT AND CEO 0 211538 0 0 0 0 0 14462 0 33 0 226033 0 0 ELIZABETH R GORMAN CHIEF DEVELOPMENT OFFICER 0 196423 0 0 0 0 0 15716 0 636 0 212775 0 0 JOAN FOWLER BROWN CHIEF OF STAFF 0 131621 0 0 0 0 0 25137 0 8425 0 165183 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION IS MANAGED BY L. HAYES & ASSOCIATES, INC., PURSUANT TO A MANAGEMENT AGREEMENT APPROVED BY HUD. IN NOVEMBER 2019, THE MANAGEMENT FEE WAS INCREASED TO $87 PER UNIT, PER MONTH, WITH AN ADDITIONAL SPECIAL FEE OF $3.60 PER UNIT, PER MONTH, FOR NONPROFIT OWNER, IN ACCORDANCE WITH THE HUD APPROVED UPDATED PROJECT OWNER'S/MANAGEMENT AGENT'S CERTIFICATION AGREEMENT. MANAGEMENT FEES TOTALING $13,046 WERE INCURRED DURING THE YEAR ENDING JUNE 30, 2024. NONE OF THE ORGANIZATION'S OFFICERS OR DIRECTORS LISTED IN PART VII WERE COMPENSATED BY THE MANAGEMENT COMPANY. FORM 990, PART VI, SECTION A, LINE 8A NO MEETINGS WERE HELD DURING THE FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAD NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND A COMPLETE COPY OF THE RETURN IS PROVIDED TO THE FINANCE, AUDIT, AND COMPLIANCE COMMITTEE PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, THE FINANCIAL STATEMENTS ARE FILED WITH THE U.S. OFFICE OF MANAGEMENT AND BUDGET UNDER THE UNIFORM GUIDANCE REQUIREMENTS. FORM 990, PART IX, LINE 11G REPAIRS & MAINTENANCE SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 73,890. MANAGEMENT AND GENERAL EXPENSES 1,976. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,866. ARCHDIOCESE OF WASHINGTON 5001 EASTERN AVENUE HYATTSVILLE MD 20782 521214001 RELIGIOUS DC 501(C)(3) LINE 1 N/A 0 ANCHOR HOUSING CORPORATION 924 G STREET NW WASHINGTON DC 20001 521181447 PROVIDING AFFORDABLE HOUSING TO PERSONS IN NEED DC 501(C)(3) LINE 10 ARCHDIOCESE OF WASHINGTON 0 ANCHOR MENTAL HEALTH ASSOCIATION INC 924 G STREET NW WASHINGTON DC 20001 520824835 PROVIDING COMPREHENSIVE HUMAN SERVICES TO PERSONS IN NEED DC 501(C)(3) LINE 10 ARCHDIOCESE OF WASHINGTON 0 CATHOLIC CHARTIES OF THE ARCHDIOCESE OF WASHINGTON 924 G STREET NW WASHINGTON DC 20001 530196524 PROVIDING COMPREHENSIVE HUMAN SERVICES TO PERSONS IN NEED DC 501(C)(3) LINE 7 ARCHDIOCESE OF WASHINGTON 0 CATHOLIC CHARITIES FOUNDATION OF THE ARCHDIOCESE OF WASHINGTON 924 G STREET NW WASHINGTON DC 20001 020671101 MANAGES THE ENDOWMENT AND PROVIDES SUPPORT TO CATHOLIC CHARITIES DC 501(C)(3) LINE 12A, I ARCHDIOCESE OF WASHINGTON 0 KENNEDY INSTITUTE HOUSING CORPORATION 801 BUCHANAN ST NE WASHINGTON DC 20017 521910220 PROVIDING AFFORDABLE HOUSING TO PERSONS WITH MENTAL DISABILITIES DC 501(C)(3) LINE 10 ARCHDIOCESE OF WASHINGTON 0 LT JOSEPH P KENNEDY INSTITUTE 924 G STREET NW WASHINGTON DC 20001 530258035 PROVIDING COMPREHENSIVE HUMAN SERVICES TO PERSONS IN NEED DC 501(C)(3) LINE 10 ARCHDIOCESE OF WASHINGTON 0 SPANISH CATHOLIC CENTER INC 924 G STREET NW WASHINGTON DC 20001 520980905 PROVIDING SOCIAL SERVICES TO THE HISPANIC COMMUNITY DC 501(C)(3) LINE 7 ARCHDIOCESE OF WASHINGTON 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0