2025-05-14T15:02:37-05:00 2024-06-30 521197902 MULLEN SONDBERG WIMBISH & STONE PA 888 BESTGATE ROAD SUITE 310 ANNAPOLIS MD 21401 990 2023-07-01 521225887 ATHELAS INSTITUTE INC ATHE 4109641241 9104 RED BRANCH ROAD COLUMBIA MD 21045 MARK FEINBERG PRESIDENT 4109641241 2025-03-20 1 0 ERIC P SIEGFRIED CPA P01278242 4102244920 2025-03-20 2023 2025-03-06 01:10:19Z MARK FEINBERG 9104 RED BRANCH ROAD COLUMBIA MD 21045 21094515 0 X WWW.ATHELASINSTITUTE.ORG X 1981 MD PROVIDING OPPORTUNITIES FOR GROWTH AND PERSONAL ACCOMPLISHMENT TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES COMPLIMENTED BY QUALITY SERVICES AND MEANINGFUL COMMUNITY ENGAGEMENT. 6 6 384 12 0 0 22818 42967 14857054 17013911 283607 476748 27294 48404 15190773 17582030 0 0 0 0 10964586 13258028 0 0 9490 3953589 4589504 14918175 17847532 272598 -265502 22495084 22909004 2493104 2324417 20001980 20584587 X PROVIDING OPPORTUNITIES FOR GROWTH AND PERSONAL ACCOMPLISHMENT TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES COMPLIMENTED BY QUALITY SERVICES AND MEANINGFUL COMMUNITY ENGAGEMENT. 0 0 7718997 9571844 RESIDENTIAL PROGRAM - INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES RECEIVE A VARIETY OF RESIDENTIAL SUPPORT, INCLUDING QUALITY HEALTH CARE AND COMMUNITY INTEGRATION. THE RANGE OF SERVICES INCLUDE GROUP HOMES, 3 - 5 PERSONS ALTERNATIVE LIVING UNITS, INDIVIDUAL SUPPORT SERVICES, AND OTHER INDEPENDENT LIVING ARRANGEMENTS. THE ORGANIZATION PROVIDES SERVICES TO APPROXIMATELY 80 INDIVIDUALS. 5130618 5565974 DAY PROGRAM - INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABLILITIES ATTEND DAY PROGRAMS IN PERSON AND ONLINE THAT TEACH DAILY LIVING SKILLS, VOCATIONAL TRAINING, COMMUNICATION AND SOCIALIZATION SKILLS, OPPORTUNITIES FOR CONTINUED EDUCATION, AND COMMUNITY INCLUSION AND INTEGRATION. THE PROGRAM ALSO INCLUDES THE TRANSPORATION OF THE INDIVIDUALS TO THE DAY SITE FACILITIES. THE ORGANIZATION PROVIDES SERVICES TO APPROXIMATELY 200 INDIVIDUALS. 537655 668663 SUPPORTED EMPLOYMENT PROGRAM - INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABLILITIES ATTEND VOCATIONAL PROGRAMS THAT TEACH SKILLS NECESSARY TO ENTER THE WORKFORCE THROUGH JOB DEVELOPMENT, JOB PLACEMENT, JOB COACHING, ON THE JOB SUPPORT, AS WELL AS COMMUNITY INCLUSION AND INTEGRATION. THE ORGANIZATION PROVIDES SERVICES TO APPROXIMATELY 50 INDIVIDUALS. 549970 775643 PERSONAL SUPPORTS AND PRIVATE PAY PROGRAM - PROVIDES SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WHO LIVE IN THEIR OWN HOME. THE ORGANIZATION PROVIDES SERVICES TO APPROXIMATELY 20 INDIVIDUALS. 235455 289189 COMMUNITY LEARNING SERVICES - PROVIDES SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN A COMMUNITY / GROUP SETTING. THE ORGANIZATION PROVIDES SERVICES TO APPROXIMATELY 35 INDIVIDUALS. 1466802 177031 TRANSPORTATION AND OTHER MISCELLANEOUS INCOME RELATED TO EXEMPT PURPOSE 2252227 1241863 15639497 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 34 0 1 384 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 1 1 0 MD X X THE ORGANIZATION 4109641241 9104 RED BRANCH ROAD COLUMBIA MD 21045 MARK FEINBERG BOARD PRESIDENT 2.00 X X 0 0 0 DIANE LASOV BOARD MEMBER 2.00 X 0 0 0 SALMAN SHAMSI BOARD MEMBER 2.00 X 0 0 0 DAN BALL BOARD MEMBER 2.00 X 0 0 0 FRANCINE WESTCOTT MILES BOARD MEMBER 2.00 X 0 0 0 GERMAINE MAGLE BOARD MEMBER 2.00 X 0 0 0 CHANTELLE TAYLOR EXECUTIVE DIRECTOR 40.00 X 158045 0 12774 RONALD TAYLOR CHIEF FINANCIAL OFFICER 40.00 X 160664 0 7445 VICTORIA JORDAN DIRECTOR OF RESIDENTIAL SERVICES 40.00 X 106705 0 906 TISHA MATHES HUMAN RESOURCES DIRECTOR 40.00 X 106135 0 7439 531549 0 28564 4 0 1 0 THRIVE OPERATIONS LLC PO BOX 200065 PITTSBURGH PA 15250 IT SERVICES 291076 DELTA T GROUP PO BOX 884 BRYN MAWR PA 19010 TEMP AGENCY 264103 WEX BANK PO BOX 6293 CAROL STREAM IL 60197 FLEET GAS 230914 TRISOURCE 7467 RIDGE ROAD STE 120 HANOVER MD 21076 TEMP AGENCY 126183 4 20463 22504 42967 RESIDENTIAL 623990 9571844 9571844 DAY VOCATIONAL 624310 5565974 5565974 PERSONAL SUPPORTS AND PRIVATE PAY 624100 775643 775643 SUPPORTED EMPLOYMENT 624310 668663 668663 COMMUNITY LEARNING SERVICES 624100 289189 289189 142598 142598 17013911 378614 378614 3537845 60174 3489466 10419 48379 49755 98134 98134 26571 12600 13971 13971 OTHER REVENUE 900099 32948 32948 MANAGEMENT FEES 900099 1485 1485 34433 17582030 17048344 0 490719 338928 338928 11132347 10293645 830506 8196 866541 797131 68775 635 920212 827201 92352 659 15078 15078 71585 71585 51113 51113 1170384 1105112 65272 7745 253 7492 480531 366425 114106 429586 377952 51634 574992 528677 46315 2408 2408 629637 560161 69476 119261 109745 9516 REPAIRS AND MAINTENANCE 299144 249808 49336 BAD DEBT 270651 270651 FOOD 262418 259564 2854 STAFF TRAINING 116987 87458 29529 87984 76365 11619 17847532 15639497 2198545 9490 2679991 1730573 1360790 811792 1620814 145445 96539 14568137 5025462 10021727 9542675 7673750 7319626 1162379 1237987 22495084 22909004 904572 1059139 104706 72553 1483826 1192725 2493104 2324417 X 20001980 20584587 20001980 20584587 22495084 22909004 -265502 848109 0 X X 0 1 X 1 0 X 37172 2287623 1830752 22818 69538 4247903 12551901 11513407 14043240 14857054 17013911 69979513 12589073 13801030 15873992 14879872 17083449 74227416 0 0 0 74227416 139820 97687 121779 152093 378614 889993 139820 97687 121779 152093 378614 889993 62497 53269 55231 27294 34433 232724 12791390 13951986 16051002 15059259 17496496 75350133 0.98510 0.98890 0.01180 0.00810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 2936832 2936832 8369388 2067452 6301936 289275 194800 94475 2972642 2763210 209432 9542675 DEPOSITS AND OTHER ASSETS 164276 FINANCE LEASE RIGHT OF USE ASSETS, NET OF ACCUMULATED AMORTIZATION 477198 OPERATING RIGHT OF USE ASSETS 596513 1237987 DUE TO STATE OF MARYLAND 344704 DEFERRED COMPENSATION 121734 FINANCE LEASE LIABILITIES 33790 OPERATING LEASE LIABILITIES 692497 1192725 X 18379026 848109 848109 17530917 51113 51113 17582030 17796419 0 17796419 51113 51113 17847532 PART IV, LINE 2B: THE ORGANIZATION ACTS AS REPRESENTATIVE PAYEE FOR SOME INDIVIDUALS PARTICIPATING IN THE RESIDENTIAL SERVICES PROGRAM. FUNDS ARE DEPOSITED INTO A CUSTODIAL BANK ACCOUNT. ROOM AND BOARD FEES, PER STATE REGULATION FOR RESIDENTIAL SERVICES, ARE PAID TO THE ORGANIZATION OUT OF THESE ACCOUNTS. REMAINING FUNDS ARE USED BY THE INDIVIDUAL FOR ANY AND ALL PERSONAL NEEDS. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE GUIDANCE OF ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR THE RECOGNITION AND MEASUREMENT OF THE BENEFITS OF INDIVIDUAL TAX POSITIONS IN THE FINANCIAL STATEMENTS, INCLUDING THOSE OF NONPROFIT ORGANIZATIONS. TAX POSITIONS MUST MEET A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT IN ORDER FOR THE BENEFIT OF THOSE TAX POSITIONS TO BE RECOGNIZED IN THE ORGANIZATIONS FINANCIAL STATEMENTS. THE ORGANIZATION ANALYZES TAX POSITIONS TAKEN, INCLUDING THOSE RELATED TO THE REQUIREMENTS SET FORTH IN IRC SEC. 501(C) TO QUALIFY AS A TAX-EXEMPT ORGANIZATION, ACTIVITIES PERFORMED BY VOLUNTEERS AND BOARD MEMBERS, THE REPORTING OR UNRELATED BUSINESS INCOME, AND ITS STATUS AS A TAX-EXEMPT ORGANIZATION UNDER MARYLAND STATE STATUTE. THE ORGANIZATION DOES NOT KNOW OF ANY TAX BENEFITS ARISING FROM UNCERTAIN TAX POSITIONS AND THERE WAS NO EFFECT ON THE ORGANIZATIONS FINANCIAL POSITION OR CHANGES IN NET ASSETS AS A RESULT OF ANALYZING ITS TAX POSITIONS. GOLF FUNDRAISER 26571 26571 12600 26571 26571 12600 12600 13971 X X 0 0 0 0 0 0 0 0 0 CHANTELLE TAYLOR EXECUTIVE DIRECTOR 158045 0 0 0 0 0 5329 0 7445 0 170819 0 0 0 RONALD TAYLOR CHIEF FINANCIAL OFFICER 160664 0 0 0 0 0 0 0 7445 0 168109 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER REVIEW THE 990 BEFORE IT IS FILED WITH THE IRS. THE EXECUTIVE DIRECTOR REVIEWS THE 990 WITH THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL MEMBERS OF THE BOARD OF DIRECTORS TO REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ANNUALLY AND SIGN ANNUAL DISCLOSURE STATEMENTS. THE BOARD OF DIRECTORS REVIEWS ANY ISSUES WHICH ARISE DUE TO THE COMPLETION OF THE ANNUAL DISCLOSURE STATEMENTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS COMPARABILITY DATA FOR EXECUTIVE DIRECTORS AND KEY EMPLOYEES BY REVIEWING OTHER NOT FOR PROFIT ORGANIZATIONS 990'S THAT ARE REPORTED ON THE GUIDESTAR WEBSITE. THE BOARD OF DIRECTORS APPROVES THE EXECUTIVE DIRECTOR'S AND KEY EMPLOYEES' SALARIES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST AND ON GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT AUDITOR AND OVERSIGHT OF THE AUDIT ENGAGEMENT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.