STRATEGY STUDIO / PUBLIC DATA EXPLORER

FRIENDS OF WELLS-ROBERTSON HOUSE INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FRIENDS OF WELLS-ROBERTSON HOUSE INC (EIN 52-1833971)
Tax period
2022-07-01 to 2023-06-30
Filed
2025-05-08
IRS object ID
202501289349300845
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-08T09:55:26-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN542024361PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TURNER LEINS & GOLD LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1700 KING FARM BLVD SUITE 550AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521833971EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRIENDS OF WELLSROBERTSON HOUSE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFRIEBusinessNameControlTxt
Phone3012586310PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line131 S SUMMIT AVE CITY HALLAddressLine1Txt
CityGAITHERSBURGCityNm
State AbbreviationMDStateAbbreviationCd
ZIP208833851ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRENEE NICOLOSIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2408051825PhoneNum
Signature2025-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAWN DONOVAN CPAPreparerPersonNm
PTINP01273603PTIN
Phone3013406300PhoneNum
Preparation2025-05-07PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRENEE NICOLOSIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line131 S SUMMIT AVE CITY HALLAddressLine1Txt
CityGAITHERSBURGCityNm
State AbbreviationMDStateAbbreviationCd
ZIP208833851ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$167,168GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressFRIENDSOFWELLS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTHE MISSION IS TO SUPPORT INDEPENDENTLY AND COLLABORATIVELY, A CONTINUM OF PREVENTION AND INTERVENTION PROGRAMS AND SERVICES TO REDUCE CHRONIC ADDICITION AND HOMELESSNESS IN THE GAITHERSBURG, MARYLAND COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$14,396PYContributionsGrantsAmt
CY Contributions Grants$1,774CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$60,461PYInvestmentIncomeAmt
CY Investment Income$50,544CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$74,857PYTotalRevenueAmt
CY Total Revenue$52,318CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$10,468PYOtherExpensesAmt
CY Other Expenses$19,636CYOtherExpensesAmt
PY Total Expenses$10,468PYTotalExpensesAmt
CY Total Expenses$19,636CYTotalExpensesAmt
PY Revenues Less Expenses$64,389PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$32,682CYRevenuesLessExpensesAmt
Total Assets BOY$1,031,933TotalAssetsBOYAmt
Total Assets EOY$1,051,239TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,031,933NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,051,239NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION IS TO SUPPORT INDEPENDENTLY AND COLLABORATIVELY, A CONTINUM OF PREVENTION AND INTERVENTION PROGRAMS AND SERVICES TO REDUCE CHRONIC ADDICTION AND HOMELESSNESS IN THE GAITHERSBURG, MARYLAND COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,598ExpenseAmt
DescWELLS-ROBERTSON HOUSE REPAIRS AND MAINTENANCE.Desc
Total Program Service Expenses$7,598TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RENEE NICOLOSIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2408051825PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line131 S SUMMIT AVE CITY HALLAddressLine1Txt
CityGAITHERSBURGCityNm
State AbbreviationMDStateAbbreviationCd
ZIP208833851ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JIMMIE FRAZIER-BEY
DIVISION MANAGER2.00Yes (X)$0$0$0
RENEE NICOLOSI
PRESIDENT5.00$0$0$0Yes (X)
STEPHEN TRACY
TREASURER5.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,774AllOtherContributionsAmt
Total Contributions$1,774TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,905TotalRevenueColumnAmt
Exclusion$37,905ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$127,489SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$114,850SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$12,639SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,639TotalRevenueColumnAmt
Exclusion$12,639ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,318TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$50,544ExclusionAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,552TotalAmt
Management And General$10,552ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$160TotalAmt
Management And General$160ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,324TotalAmt
Management And General$1,324ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM EXPENSES$7,598$7,598
BANK FEES$2$2

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$19,636TotalAmt
Program Services$7,598ProgramServicesAmt
Management And General$12,038ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$12,560BOYAmt
EOY$40,301EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,215LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,215LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,019,373BOYAmt
EOY$1,010,938EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,031,933BOYAmt
EOY$1,051,239EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,001,933BOYAmt
EOY$1,021,239EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$30,000BOYAmt
EOY$30,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,031,933BOYAmt
EOY$1,051,239EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,031,933BOYAmt
EOY$1,051,239EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$32,682ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$13,376NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,565CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,064CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,118CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,396CurrentTaxYearMinus1YearAmt
Current Tax Year$1,774CurrentTaxYearAmt
Total$33,917TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,565CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,064CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,118CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,396CurrentTaxYearMinus1YearAmt
Current Tax Year$1,774CurrentTaxYearAmt
Total$33,917TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$33,917PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,645CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$53,498CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,133CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$60,461CurrentTaxYearMinus1YearAmt
Current Tax Year$63,185CurrentTaxYearAmt
Total$283,922TotalAmt
FieldValueIRS element (for citing)
Total Support$317,839TotalSupportAmt
Gross Receipts Rltd Activities$2,309GrossReceiptsRltdActivitiesAmt
Public Support CY1700.10670PublicSupportCY170Pct
Public Support PY1700.12340PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestDURING COVID THE PREVIOUS BOARD MEMBERS DISPERSED. JUST RECENTLY NEW BOARD MEMBERS WERE ELECTED AND THESE NEW BOARD MEMBERS ARE ACTIVELY SEEKING OUT NEW DONORS TO THE ORGANIZATION WHICH WILL GREATLY INCREASE THE AMOUNT OF PUBLIC SUPPORT RECEIVED IN THE COMING YEARS.FactsAndCircumstancesTestTxt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,215OtherCostOrOtherBasisAmt
Depreciation$1,215DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE AN EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 11BTHE PRESIDENT, SECRETARY AND TREASURER OF THE ORGANIZATION ARE PROVIDED WITH A COPY OF THE FORM 990 BEFORE FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST