ST MARYS COURT HOUSING DEVELOPMENT CORPORATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: ST MARYS COURT HOUSING DEVELOPMENT CORPORATION (EIN 52-1061448)
Tax period: 2021-04-01 to 2022-03-31
Filed: 2023-02-14
IRS object ID: 202310459349301346
Schema version: 2021v4.2
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-02-14T14:00:22-06:00	ReturnTs
Tax Period End	2022-03-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	873231666	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PKF O'CONNOR DAVIES ADVISORY LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	245 PARK AVENUE 12TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10167	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-04-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	521061448	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ST MARY'S COURT HOUSING	BusinessNameLine1Txt
Business Name Line2	DEVELOPMENT CORP	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	STMA	BusinessNameControlTxt
Phone	2022235684	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	725 24TH STREET NW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20037	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	EVAN CARMEN	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	2022235684	PhoneNum
Signature	2023-02-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	EVAN	PersonFirstNm
Person Last	CARMEN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GARRETT M HIGGINS	PreparerPersonNm
PTIN	P00543209	PTIN
Phone	2122862600	PhoneNum
Preparation	2023-02-14	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-03-07 01:45:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	GERALD A PEREZ	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	725 24TH STREET NW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20037	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,543,313	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.STMARYSCOURT.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1976	FormationYr
Legal Domicile State	DC	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE AFFORDABLE HOUSING AND RELATED RESIDENT SERVICES TO THE ELDERLY.	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	17	TotalVolunteersCnt
Total Gross UBI	$12,881	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$980	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$12,850	PYContributionsGrantsAmt
CY Contributions Grants	$30,780	CYContributionsGrantsAmt
PY Program Service Revenue	$3,154,175	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,985,902	CYProgramServiceRevenueAmt
PY Investment Income	-$5,312	PYInvestmentIncomeAmt
CY Investment Income	$200,556	CYInvestmentIncomeAmt
PY Other Revenue	$12,311	PYOtherRevenueAmt
CY Other Revenue	$24,987	CYOtherRevenueAmt
PY Total Revenue	$3,174,024	PYTotalRevenueAmt
CY Total Revenue	$3,242,225	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,650,484	PYOtherExpensesAmt
CY Other Expenses	$3,307,369	CYOtherExpensesAmt
PY Total Expenses	$3,650,484	PYTotalExpensesAmt
CY Total Expenses	$3,307,369	CYTotalExpensesAmt
PY Revenues Less Expenses	-$476,460	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$65,144	CYRevenuesLessExpensesAmt
Total Assets BOY	$13,020,545	TotalAssetsBOYAmt
Total Assets EOY	$12,714,863	TotalAssetsEOYAmt
Total Liabilities BOY	$13,958,901	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$13,906,930	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$938,356	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$1,192,067	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE AFFORDABLE HOUSING AND RESIDENT SERVICES TO THE ELDERLY UNDER SECTION 202 OF THE NATIONAL HOUSING ACT.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$3,100,708	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$2,985,902	RevenueAmt
Desc	ST. MARY'S COURT HOUSING DEVELOPMENT CORPORATION WAS CHARTERED ON JUNE 22, 1976 UNDER THE LAWS OF THE DISTRICT OF COLUMBIA TO CONSTRUCT AND OPERATE AN APARTMENT COMPLEX OF 140 UNITS UNDER SECTION 202 OF THE NATIONAL HOUSING ACT KNOWN AS ST. MARY'S COURT, IN WHICH LOW-INCOME HOUSING IS PROVIDED TO THE ELDERLY. SUCH PROJECTS ARE REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT AS TO RENT CHARGES AND OPERATING METHODS.	Desc
Total Program Service Expenses	$3,100,708	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	Yes (1)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	13	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	0	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	0	ConflictOfInterestPolicyInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	SPM LLC	PersonNm
Phone	2059331020	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1103 RICHARD ARRINGTON JR BLVD S	AddressLine1Txt
City	BIRMINGHAM	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	35205	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
GERALD A PEREZ PMP
PRESIDENT	0.30	Yes (X)	Yes (X)	$0	$0	$0
LINDA COUCH
PRESIDENT UNTIL APRIL 2021	0.30	Yes (X)	Yes (X)	$0	$0	$0
ROBERT L JAYES MD
VICE PRESIDENT	0.30	Yes (X)	Yes (X)	$0	$0	$0
JOSEPH T HOWELL
SECRETARY	0.30	Yes (X)	Yes (X)	$0	$0	$0
REV E BERNARD ANDERSON JR
SECRETARY UNTIL JAN 2022	0.30	Yes (X)	Yes (X)	$0	$0	$0
EVAN S CARMEN
TREASURER	0.30	Yes (X)	Yes (X)	$0	$0	$0
EUGENE AARON
DIRECTOR	0.30	Yes (X)		$0	$0	$0
RASHEEN CARBIN
DIRECTOR	0.30	Yes (X)		$0	$0	$0
STEPHANIE R MARTIN
DIRECTOR UNTIL JUNE 2021	0.30	Yes (X)		$0	$0	$0
KEVIN MICHAEL DAYS
DIRECTOR	0.30	Yes (X)		$0	$0	$0
JANEL DOUGHTEN
DIRECTOR	0.30	Yes (X)		$0	$0	$0
LETITIA GARDNER
DIRECTOR UNTIL APRIL 2021	0.30	Yes (X)		$0	$0	$0
PHYLLIS KRAMER
DIRECTOR	0.30	Yes (X)		$0	$0	$0
MICHELLE MCGRATH LICSW LCSW-C
DIRECTOR	0.30	Yes (X)		$0	$0	$0
LAVERNE G NAUGHTON
DIRECTOR	0.30	Yes (X)		$0	$0	$0
PETER SACCO
DIRECTOR	0.30	Yes (X)		$0	$0	$0
CB WOOLDRIDGE MSW
DIRECTOR	0.30	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
SODEXO INC
PO BOX 360170	PITTSBURGH	PA	15251	FOOD AND FACILITIES MANAGEMENT	$487,033
HANN & HANN INC
12307 WASHINGTON AVE	ROCKVILLE	MD	20852	CONSTRUCTION SERVICES	$232,136
LICENSE TO SKILL CONTRACTOR PLUS
7303 HAVRE TURN	MARLBORO	MD	20772	CONSTRUCTION SERVICES	$128,794
SPM LLC
1103 R ARRINGTON BLVD SOUTH	BIRMINGHAM	AL	35205	PROPERTY MANAGEMENT	$124,847
MANDERS DECORATING COMPANY INC
12280 WILKINS AVENUE SUITE 201	ROCKVILLE	MD	20852	CONSTRUCTION SERVICES	$116,770

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$30,780	AllOtherContributionsAmt
Total Contributions	$30,780	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTAL INCOME	531110	$2,789,621	$2,789,621
FOOD AND RESIDENT SVCS	531110	$196,281	$196,281

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,985,902	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$81,472	TotalRevenueColumnAmt
Exclusion	$81,472	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$420,172	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$301,088	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$119,084	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$119,084	TotalRevenueColumnAmt
Exclusion	$119,084	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
PARKING INCOME	812930	$15,967	$12,881	$3,086
TENANT CHARGES	531110	$6,138		$6,138
OTHER REVENUE	900099	$2,882		$2,882

Field	Value	IRS element (for citing)
Other Revenue Total	$24,987	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,242,225	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,985,902	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$12,881	UnrelatedBusinessRevenueAmt
Exclusion	$212,662	ExclusionAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$108,315	TotalAmt
Management And General	$108,315	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$7,109	TotalAmt
Management And General	$7,109	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$29,610	TotalAmt
Program Services	$8,400	ProgramServicesAmt
Management And General	$21,210	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,036	TotalAmt
Management And General	$2,036	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$48,475	TotalAmt
Management And General	$48,475	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$890,941	TotalAmt
Program Services	$890,941	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$18,054	TotalAmt
Management And General	$18,054	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$244,740	TotalAmt
Program Services	$244,740	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$23,626	TotalAmt
Program Services	$23,626	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
OUTSOURCED STAFF	$719,362	$719,362
REPAIRS & MAINTENANCE	$600,792	$600,792
MEAL SERVICES	$530,740	$530,740
RESIDENT EXPENSES	$64,002	$64,002

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$19,567	TotalAmt
Program Services	$18,105	ProgramServicesAmt
Management And General	$1,462	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,307,369	TotalAmt
Program Services	$3,100,708	ProgramServicesAmt
Management And General	$206,661	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,115,286	BOYAmt
EOY	$1,034,456	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$607,717	BOYAmt
EOY	$561,424	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$107,533	BOYAmt
EOY	$31,457	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$11,300,738	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$6,750,228	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$4,181,780	BOYAmt
EOY	$4,550,510	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$7,008,229	BOYAmt
EOY	$6,537,016	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$13,020,545	BOYAmt
EOY	$12,714,863	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$85,046	BOYAmt
EOY	$276,240	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,043	BOYAmt
EOY	$1,981	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$43,237	BOYAmt
EOY	$42,646	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$13,829,575	BOYAmt
EOY	$13,586,063	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$13,958,901	BOYAmt
EOY	$13,906,930	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$938,356	BOYAmt
EOY	-$1,192,067	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$938,356	BOYAmt
EOY	-$1,192,067	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$13,020,545	BOYAmt
EOY	$12,714,863	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$65,144	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$188,567	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	0	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$44,779	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$41,535	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$25,230	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,850	CurrentTaxYearMinus1YearAmt
Current Tax Year	$30,780	CurrentTaxYearAmt
Total	$155,174	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,681,683	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,705,705	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,853,011	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,154,175	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,985,902	CurrentTaxYearAmt
Total	$14,380,476	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,726,462	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,747,240	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,878,241	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,167,025	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,016,682	CurrentTaxYearAmt
Total	$14,535,650	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$14,535,650	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$21,741	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$23,182	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$26,025	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$21,856	CurrentTaxYearMinus1YearAmt
Current Tax Year	$81,472	CurrentTaxYearAmt
Total	$174,276	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$21,741	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$23,182	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$26,025	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$21,856	CurrentTaxYearMinus1YearAmt
Current Tax Year	$81,472	CurrentTaxYearAmt
Total	$174,276	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$15,981	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,856	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$17,493	CurrentTaxYearMinus2YearsAmt
Total	$49,330	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$10,736	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,106	CurrentTaxYearAmt
Total	$22,842	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,764,184	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,786,278	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,921,759	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,199,617	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,110,260	CurrentTaxYearAmt
Total	$14,782,098	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.98330	PublicSupportCY509Pct
Public Support PY509	0.98780	PublicSupportPY509Pct
Investment Income CY	0.01180	InvestmentIncomeCYPct
Investment Income PY	0.00810	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	TENANT CHARGES - 2020 AMOUNT: $ 5,170. 2021 AMOUNT: $ 6,138. PARKING FEE - 2020 AMOUNT: $ 4,104. 2021 AMOUNT: $ 3,086. OTHER REVENUE - 2020 AMOUNT: $ 1,462. 2021 AMOUNT: $ 2,882.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,346,870	OtherCostOrOtherBasisAmt
Depreciation	$5,396,916	DepreciationAmt
Book Value	$3,949,954	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,052,437	OtherCostOrOtherBasisAmt
Depreciation	$695,835	DepreciationAmt
Book Value	$356,602	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$901,431	OtherCostOrOtherBasisAmt
Depreciation	$657,477	DepreciationAmt
Book Value	$243,954	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$4,550,510	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$3,053,658	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$188,567	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$188,567	RevenueNotReportedAmt
Revenue Subtotal	$3,242,225	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$3,242,225	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,307,369	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$3,307,369	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$3,307,369	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, LINE 2B:	TENANT SECURITY DEPOSITS HELD IN ACCORDANCE WITH REGULATIONS.
PART X, LINE 2:	THE ENTITY RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY WHEN THEY 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 U.S. FEDERAL, STATE OR LOCAL INCOME TAX EXAMINATIONS FOR PERIODS PRIOR TO MARCH 31, 2019.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3	THE ORGANIZATION IS MANAGED BY SPM, LLC, PURSUANT TO A MANAGEMENT AGREEMENT APPROVED BY HUD. THE FEE IS 3.75% OF GROSS COLLECTIONS OF THE PROJECT. EFFECTIVE JANUARY 27, 2021, THE FEE WAS INCREASED TO 3.85% OF GROSS COLLECTIONS OF THE PROJECT PLUS AN ADDITIONAL $5 PER UNIT PER MONTH FOR ACCOUNTING/BOOKKEEPING SERVICES AND $5 PER UNIT PER MONTH FOR COMPUTER/OCCUPANCY SERVICES. MANAGEMENT FEES IN THE AMOUNT OF $108,315 WERE INCURRED DURING THE FISCAL YEAR. NONE OF THE ORGANIZATION'S OFFICERS LISTED IN PART VII WERE COMPENSATED BY THE MANAGEMENT COMPANY.
FORM 990, PART VI, SECTION A, LINE 7A	THE VESTRY OF ST. MARY'S EPISCOPAL CHURCH HAS THE POWER TO APPOINT THREE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 8B	THE BOARD ACTED AS A WHOLE AND NO COMMITTEES WERE APPOINTED DURING THE YEAR.
FORM 990, PART VI, SECTION B, LINE 11B	THE 990 IS REVIEWED BY THE MANAGEMENT COMPANY AND THE BOARD TREASURER PRIOR TO FILING WITH THE IRS. THE RETURN IS CIRCULATED TO THE BOARD AFTER IT IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:	THE TREASURER OF THE BOARD OVERSEES THE AUDIT PROCESS AND SERVES AS BOARD LIAISON TO INFORM THE OTHER DIRECTORS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.