2023-04-17T11:25:07-05:00 2022-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2021-07-01 521264032 LARGO LANDING ELDERLY DEVELOPMENTS INC LARG 3012492100 11260 ROGER BACON DRIVE STE 20 RESTON VA 20190 DR SHONTAY KINCAID PRESIDENT 3012492100 2023-04-07 1 DR SHONTAY KINCAID XXX-XX-XXXX KERRI N BOGDA CPA P00760402 7177404863 X 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DR SHONTAY KINCAID 11260 ROGER BACON DRIVE STE 20 RESTON VA 20190 2235033 0 X WWW.FELLOWSHIPSQUARE.ORG X 1984 VA AFFORDABLE HOUSING AND SERVICES FOR LOW INCOME SENIORS AND THOSE WHO ARE PHYSICALLY DISABLED. 6 6 8 33 0 0 14187 134039 2001699 2058165 1150 690 1444 42139 2018480 2235033 0 0 0 0 434118 409975 0 0 0 1445299 1591909 1879417 2001884 139063 233149 5574886 5570892 3869228 3709217 1705658 1861675 X THE ORGANIZATION PROVIDES AFFORDABLE HOUSING AND SERVICES TO OLDER ADULTS. 0 0 1811103 2058165 FELLOWSHIP SQUARE PROVIDES AFFORDABLE HOUSING AND SERVICES TO SENIORS WHO HAVE VERY LIMITED INCOMES AND RESOURCES. SINCE 1960, FELLOWSHIP SQUARE FOUNDATION HAS PROVIDED QUALITY, INDEPENDENT APARTMENT LIVING IN RESTON AND WOODBRIDGE, VIRGINIA AND UPPER MARLBORO, MARYLAND FOR MORE THAN 3,000 RESIDENTS.LARGO LANDING FELLOWSHIP HOUSE OPENED IN 1984 AND OFFERS 106 UNITS OF INDEPENDENT LIVING ALONG WITH COMMON SPACE FOR ACTIVITIES, GAMES, EXERCISE, SOCIAL EVENTS AND HEALTHCARE PRESENTATIONS. THE PROPERTY SITS OFF A MAIN ROAD AND IS SURROUNDED BY A FOREST WHICH INCLUDES TRAILS AND A WALKING PATH FOR RESIDENTS. THE PROPERTY OPERATES UNDER SECTION 223(F) OF THE NATIONAL HOUSING ACT AND PARTICIPATES IN THE SECTION 8 HOUSING ASSISTANCE PAYMENT PROGRAM. THE PROPERTY IS REGULATED BY THE US HOUSING AND URBAN DEVELOPMENT AGENCY AS TO RENT CHARGES AND OPERATING METHODS. 1811103 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 X 0 0 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X CHRISTY ZEITZ 7038602536 11260 ROGER BACON DRIVE STE 20 RESTON VA 20190 X DR SHONTAY KINCAID PRESIDENT 0.35 0.35 X X 0 0 0 ALLISON WATTS VICE PRESIDENT 0.10 X X 0 0 0 JOHN PRIEBE DIRECTOR 0.10 X 0 0 0 LYNN THOMAS DIRECTOR 0.40 0.40 X 0 0 0 THERESA HILL TREASURER/SECRETARY 0.20 X 0 0 0 NICOLE MARSHALL DIRECTOR 0.10 X 0 0 0 ELIZABETH TUCKERMANTY TREASURER/SEC'Y (UNTIL 12/21) 0.10 X X 0 0 0 CHRISTINA ZEITZ CEO 1.00 37.50 X 0 166540 21425 0 166540 21425 0 0 1 0 ALLIED UNIVERSAL 161 WASHINGTON ST STE 600 CONSHOKOCKEN PA 19428 SECURITY SERVICES 160340 SCHINDLER ELEVATOR CORP 6800 MUIRKIRK RD BELTSVILLE MD 20705 INSTALLATION SERVICES 100001 2 56907 77132 77132 134039 RENTAL INCOME 531110 2058165 2058165 2058165 690 690 TELEPHONE AND CABLE 900099 24807 24807 COVID CSP REVENUE 900099 14144 14144 LAUNDRY AND VENDING 900099 2541 2541 647 647 42139 2235033 2058165 0 42829 X 351456 351456 2042 2042 25888 25888 30589 30589 85116 85116 4970 4970 13075 13075 247961 160341 87620 57 57 43873 43873 883496 883496 6154 6154 281 281 258939 258939 25646 25646 RECREATIONAL EXP. 21696 21696 EDUCATION AND TRAINING 486 486 TAX, LICENSE, AND FEES 159 159 2001884 1811103 190781 0 156678 221772 8753 19891 9979415 5714594 4068116 4264821 1341339 1064408 5574886 5570892 54745 44346 37798 37788 3771215 3613575 5470 13508 3869228 3709217 X 1705658 1861675 1705658 1861675 5574886 5570892 X 233149 -77132 X 0 1 X 1 1 1 X 27072 35653 38519 14187 56907 172338 1896529 1928224 1941978 2001699 2058165 9826595 1923601 1963877 1980497 2015886 2115072 9998933 0 0 0 9998933 949 1079 2006 1150 690 5874 949 1079 2006 1150 690 5874 3617 3088 5422 1444 42139 55710 1928167 1968044 1987925 2018480 2157901 10060517 0.99390 0.99780 0.00060 0.00060 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LAUNDRY AND VENDING - 2017 AMOUNT: $ 2,776. 2018 AMOUNT: $ 2,698. 2019 AMOUNT: $ 2,131. 2020 AMOUNT: $ 950. 2021 AMOUNT: $ 2,541. MISCELLANEOUS - 2017 AMOUNT: $ 499. 2018 AMOUNT: $ 156. 2019 AMOUNT: $ 2,884. 2020 AMOUNT: $ 459. 2021 AMOUNT: $ 0. TENANT CHARGES - 2017 AMOUNT: $ 250. 2021 AMOUNT: $ 101. BEAUTY SHOP - 2017 AMOUNT: $ 92. 2018 AMOUNT: $ 234. 2019 AMOUNT: $ 407. 2020 AMOUNT: $ 35. 2021 AMOUNT: $ 546. TELEPHONE AND CABLE - 2021 AMOUNT: $ 24,807. COVID CSP REVENUE - 2021 AMOUNT: $ 14,144. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 319500 319500 8595067 5404310 3190757 945620 206389 739231 119228 103895 15333 4264821 DEPOSITS 233587 RESERVE FOR REPLACEMENTS 533276 RESIDUAL RECEIPTS 258490 TENANT DEPOSITS HELD IN TRUST 39055 1064408 DUE TO RELATED PARTY 13508 13508 2157901 0 2157901 77132 77132 2235033 2001884 0 2001884 0 2001884 PART IV, LINE 2B: THE ESCROW ACCOUNT HOLDS TENANTS' SECURITY DEPOSITS. PART XI, LINE 4B - OTHER ADJUSTMENTS: NON-CASH CONTRIBUTIONS FROM AFFILIATES NOT RECORDED ON BOOKS 77,132. 0 0 0 0 0 0 0 0 0 CHRISTINA ZEITZ CEO 0 154180 0 12360 0 0 0 8150 0 13275 0 187965 0 0 PART I, LINE 3 THE CEO IS COMPENSATED BY A RELATED ORGANIZATION, FELLOWSHIP SQUARE FOUNDATION. WHEN EXAMINING COMPENSATION FOR A NEW CEO, THE BOARD REVIEWS COMPENSATION SURVEYS TO ENSURE OFFICER COMPENSATION IS WITHIN FAIR MARKET VALUE FOR THE INDUSTRY. THE BOARD ALSO USES THE SERVICES OF A HUMAN RESOURCES CONSULTANT WHO PREPARES MARKET STUDIES AS AN ADDED TOOL IN THE DETERMINATION PROCESS. THEREAFTER, THE BOARD REVIEWS THE CEO'S PERFORMANCE AND DETERMINES HIS OR HER COMPENSATION ON AN ANNUAL BASIS. X 1 46290 COMPARABLE SALES X TECHNOLOGY 1 29442 COMPARABLE SALES X GENERAL SUPPLIES 1 1400 COMPARABLE SALES 0 0 0 0 PART I, COLUMN (B): THE NUMBERS IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS. FORM 990, PART V, LINE 2A: THE FILING ORGANIZATION DOES NOT PREPARE ITS OWN PAYROLL REPORTS. FELLOWSHIP SQUARE FOUNDATION, THE COMMON PAYMASTER FOR THE FILING ORGANIZATION AND AFFILIATES, FILES ALL PAYROLL INFORMATION, SUCH AS W-2S, AND ALLOCATES SALARIES TO THE RESPECTIVE ORGANIZATIONS' OPERATIONS AS APPROPRIATE. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION'S ACTIVITIES ARE MANAGED BY A REAL ESTATE MANAGEMENT FIRM, S.L. NUSBUAM. THE COMPANY PROVIDES ACCOUNTING, HUMAN RESOURCE, AND MANAGEMENT OVERSIGHT FOR THE ORGANIZATION. L. LANHAM IS AN EMPLOYEE OF S. L. NUSBAUM AND THE MANAGER FOR THE PROPERTY. HER COMPENSATION, WHICH REFLECTS HER MANAGEMENT FOR THIS AND OTHER PROPERTIES, WAS $74,270. FORM 990, PART VI, SECTION A, LINE 6 FELLOWSHIP SQUARE FOUNDATION, INC. (EIN 52-6067043) IS THE SOLE MEMBER OF LARGO LANDING ELDERLY DEVELOPMENTS INC. ACCORDING TO LARGO LANDING'S BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A THE FELLOWSHIP SQUARE FOUNDATION, INC. HAS THE ABILITY TO APPOINT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE FELLOWSHIP SQUARE FOUNDATION, INC. APPROVES MANY DECISIONS MADE BY THE LARGO BOARD OF DIRECTORS, AS OUTLINED IN THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B FELLOWSHIP SQUARE EXECUTIVE STAFF PERFORM AN INITIAL REVIEW. ONCE APPROVED, THE FINANCE COMMITTEE REVIEWS THE DRAFT AND SUBSEQUENTLY THE WHOLE BOARD REVIEWS AND APPROVES THE 990 PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES EACH DIRECTOR AND/OR OFFICER TO ANNUALLY DISCLOSE TO THE BOARD OF DIRECTORS ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE POLICY. THE BOARD OF DIRECTORS (EXCLUDING ANY MEMBER WHO IS PARTY TO THE CONFLICT) IS RESPONSIBLE FOR REVIEWING THE POTENTIAL CONFLICT AND MAKING THE DETERMINATION IF AN ACTUAL CONFLICT OF INTEREST EXISTS. UPON KNOWLEDGE THAT A CONFLICT WAS NOT PROPERLY DISCLOSED TO THE BOARD OF DIRECTORS, APPROPRIATE CORRECTIVE AND DISCIPLINARY ACTIONS SHALL BE TAKEN. INDIVIDUALS PARTY TO ANY CONFLICTS OF INTEREST SHALL BE PRECLUDED FROM VOTING ON ANY MATTERS ASSOCIATED WITH THE ARRANGEMENT OR TRANSACTION INVOLVING SUCH CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A: CHRISTINA ZEITZ IS THE CEO OF FELLOWSHIP SQUARE FOUNDATION, THE PARENT ORGANIZATION OF THE FILING ORGANIZATION. THE CEO HAS OVERALL RESPONSIBILITY FOR THE ORGANIZATION, HOWEVER, HER TIME SPENT ON EACH OF THE AFFILIATED ORGANIZATIONS IS VARIABLE. RATHER THAN MAKE ASSUMPTIONS ABOUT TIME SPENT ON EACH ORGANIZATION, ALL TIME IS REFLECTED AT THE FELLOWSHIP SQUARE FOUNDATION ORGANIZATION. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,501. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,501. SECURITY GUARD SERVICES: PROGRAM SERVICE EXPENSES 160,341. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 160,341. CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 85,119. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,119. FORM 990, PART XI, LINE 9: NON-CASH CONTRIBUTIONS FROM AFFILIATE NOT RECORDED ON BOOKS -77,132. HUNTERS WOODS ELDERLY DEVELOPMENTS OF VIRGINIA INC 2231 COLTS NECK ROAD RESTON VA 20191 475323918 RENTAL REAL ESTATE, LOW INCOME HOUSING VA 501(C)(3) LINE 10 FELLOWSHIP SQUARE FOUNDATION 0 FELLOWSHIP SQUARE FOUNDATION 11260 ROGER BACON DRIVE STE 20 RESTON VA 20190 526067043 RENTAL REAL ESTATE, LOW INCOME HOUSING DC 501(C)(3) LINE 10 N/A 0 LAKE RIDGE ELDERLY DEVELOPMENT INC 12800 HARBOR DRIVE WOODBRIDGE VA 22192 208705744 RENTAL REAL ESTATE, LOW INCOME HOUSING VA 501(C)(3) LINE 10 FELLOWSHIP SQUARE FOUNDATION 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0