STRATEGY STUDIO / PUBLIC DATA EXPLORER

MONTGOMERY HOUSING INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MONTGOMERY HOUSING INC (EIN 52-2159657)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-12
IRS object ID
202301329349309960
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-12T19:43:49-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873231666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 MAMARONECK AVENUE SUITE 301AddressLine1Txt
CityHARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP105281633ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522159657EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTGOMERY HOUSING INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONTBusinessNameControlTxt
Phone3019631700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1610 EAST DIAMOND AVE 100AddressLine1Txt
CityGAITHERSBURGCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20877ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH NORMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3019631700PhoneNum
Signature2023-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSARAHPersonFirstNm
Person LastNORMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARRETT M HIGGINSPreparerPersonNm
PTINP00543209PTIN
Phone9143818900PhoneNum
Preparation2023-05-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSARAH NORMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1610 EAST DIAMOND AVE 100AddressLine1Txt
CityGAITHERSBURGCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20877ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$82,792GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTO PROVIDE AFFORDABLE HOUSING TO PERSONS WITH DISABILITIES UNDER SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$55,770CYContributionsGrantsAmt
PY Program Service Revenue$74,211PYProgramServiceRevenueAmt
CY Program Service Revenue$27,006CYProgramServiceRevenueAmt
PY Investment Income$15PYInvestmentIncomeAmt
CY Investment Income$16CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$74,226PYTotalRevenueAmt
CY Total Revenue$82,792CYTotalRevenueAmt
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$103,108PYOtherExpensesAmt
CY Other Expenses$139,293CYOtherExpensesAmt
PY Total Expenses$103,108PYTotalExpensesAmt
CY Total Expenses$139,293CYTotalExpensesAmt
PY Revenues Less Expenses-$28,882PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$56,501CYRevenuesLessExpensesAmt
Total Assets BOY$488,142TotalAssetsBOYAmt
Total Assets EOY$457,434TotalAssetsEOYAmt
Total Liabilities BOY$987,706TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,013,499TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$499,564NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$556,065NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE AFFORDABLE HOUSING TO PERSONS WITH DISABILITIES UNDER SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$107,917ExpenseAmt
Grant$0GrantAmt
Revenue$27,006RevenueAmt
DescMONTGOMERY HOUSING, INC. IS A MARYLAND CORPORATION ORGANIZED IN JANUARY 1999 FOR THE PURPOSE OF ACQUIRING, DEVELOPING AND OPERATING HOUSING AND RELATED FACILITIES WHICH CONSIST OF 9 UNITS LOCATED IN GAITHERSBURG, MARYLAND FOR PERSONS WITH DISABILITIES. THE ENTITY RECEIVES ASSISTANCE UNDER PROVISIONS OF SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT. 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$107,917TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
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 RequiredYes (1)ScheduleJRequiredInd
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 EntityYes (1)RelatedEntityInd
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 DutiesYes (1)DelegationOfMgmtDutiesInd
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 Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSARAH NORMANPersonNm
Phone3018402000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1610 E DIAMOND AVE SUITE 100AddressLine1Txt
CityGAITHERSBURGCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20877ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ROBERT HALL
VICE PRESIDENT0.254.25Yes (X)Yes (X)$0$0$0
CLAIRE DENNIS-TUPAK
SECRETARY0.254.25Yes (X)Yes (X)$0$0$0
DAVID WEISS
DIRECTOR0.254.25Yes (X)$0$0$0
SARAH NORMAN
PRESIDENT0.2544.25Yes (X)$0$172,288$21,000
JEFF RICHARDSON
TREASURER0.2544.25Yes (X)$0$451,063$25,617
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$623,351TotReportableCompRltdOrgAmt
Total Other Compensation$46,617TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$55,770GovernmentGrantsAmt
Total Contributions$55,770TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescRENTAL INCOMEDesc
Business531110BusinessCd
Total Revenue Column$27,006TotalRevenueColumnAmt
Related Or Exempt Func Income$27,006RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$27,006TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16TotalRevenueColumnAmt
Exclusion$16ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$82,792TotalRevenueColumnAmt
Related Or Exempt Func Income$27,006RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$16ExclusionAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$5,337TotalAmt
Management And General$5,337ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,542TotalAmt
Management And General$17,542ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,497TotalAmt
Management And General$8,497ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$26,432TotalAmt
Program Services$26,432ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$29,796TotalAmt
Program Services$29,796ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
REPAIRS AND MAINTENANCE$41,606$41,606
PURCHASED SERVICES$8,731$8,731
MISC OPERATING EXPENSES$1,352$1,352

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$139,293TotalAmt
Program Services$107,917ProgramServicesAmt
Management And General$31,376ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,186BOYAmt
EOY$2,569EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$16,385BOYAmt
EOY$14,512EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,698BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,635BOYAmt
EOY$3,112EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$933,555LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$496,856LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$460,696BOYAmt
EOY$436,699EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$542BOYAmt
EOY$542EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$488,142BOYAmt
EOY$457,434EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$104,819BOYAmt
EOY$130,612EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$450BOYAmt
EOY$450EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$810,200BOYAmt
EOY$810,200EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$72,237BOYAmt
EOY$72,237EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$987,706BOYAmt
EOY$1,013,499EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$499,564BOYAmt
EOY-$556,065EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$499,564BOYAmt
EOY-$556,065EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$488,142BOYAmt
EOY$457,434EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$56,501ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,713CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,543CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,183CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,978CurrentTaxYearMinus1YearAmt
Current Tax Year$55,770CurrentTaxYearAmt
Total$204,187TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,383CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,988CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,344CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,233CurrentTaxYearMinus1YearAmt
Current Tax Year$27,006CurrentTaxYearAmt
Total$137,954TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,096CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,531CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,527CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$74,211CurrentTaxYearMinus1YearAmt
Current Tax Year$82,776CurrentTaxYearAmt
Total$342,141TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$342,141PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15CurrentTaxYearMinus1YearAmt
Current Tax Year$16CurrentTaxYearAmt
Total$67TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15CurrentTaxYearMinus1YearAmt
Current Tax Year$16CurrentTaxYearAmt
Total$67TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,760CurrentTaxYearMinus4YearsAmt
Total$1,760TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$67,871CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,541CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,538CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$74,226CurrentTaxYearMinus1YearAmt
Current Tax Year$82,792CurrentTaxYearAmt
Total$343,968TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99470PublicSupportCY509Pct
Public Support PY5090.99440PublicSupportPY509Pct
Investment Income CY0.00020InvestmentIncomeCYPct
Investment Income PY0.00020InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISC INCOME - 2017 AMOUNT: $ 1,760.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$924,513OtherCostOrOtherBasisAmt
Depreciation$489,486DepreciationAmt
Book Value$435,027BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,042OtherCostOrOtherBasisAmt
Depreciation$7,370DepreciationAmt
Book Value$1,672BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$436,699TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED ORGANIZATIONDesc
Amt$72,237Amt
FieldValueIRS element (for citing)
Total Liability$72,237TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$82,792TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$82,792RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$82,792TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$139,293TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$139,293ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$139,293TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:TENANT SECURITY DEPOSITS HELD IN ACCORDANCE WITH REGULATIONS.
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, 2019.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JEFF RICHARDSON
TREASURER$0$444,648$0$0$0$6,415$0$1,929$0$23,688$0$476,680$0$0
SARAH NORMAN
PRESIDENT$0$172,208$0$0$0$80$0$0$0$21,000$0$193,288$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationMOSAIC COMMUNITY SERVICES, INC., A RELATED ORGANIZATION, COMPENSATES THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL AND USES THE FOLLOWING PROCESS: THE BOARD OF DIRECTORS REVIEWS AND APPROVES ANNUALLY THE EXECUTIVE DIRECTOR'S COMPENSATION. MOSAIC'S HUMAN RESOURCES DEPARTMENT IN CONJUNCTION WITH THE CEO DETERMINE COMPENSATION FOR KEY EMPLOYEES AND OTHER EMPLOYEES BASED UPON MARKET DATA, COMPENSATION SURVEYS, ETC. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING REGARDING THE COMPENSATION ARRANGEMENT AND APPROVAL.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE ENTITY IS MANAGED BY FAMILY SERVICES, INC. ("FSI"), THE SPONSOR, PURSUANT TO A MANAGEMENT AGREEMENT APPROVED BY HUD. THE FEE IS CALCULATED AS 8.5% OF GROSS COLLECTIONS, BUT NOT MORE THAN $51 PER UNIT PER MONTH. MANAGEMENT FEES TOTALING $5,337 WERE INCURRED DURING FY22. NO BOARD MEMBERS WERE COMPENSATED FROM THE MANAGEMENT COMPANY DURING THE YEAR.
FORM 990, PART VI, SECTION A, LINE 8BTHE BOARD ACTED AS A WHOLE ON ALL MATTERS AND NO COMMITTEE WAS APPOINTED DURING THE FISCAL YEAR.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD IS PROVIDED WITH A COMPLETE COPY OF THE RETURN PRIOR TO FILING. NO FURTHER REVIEW IS CONDUCTED.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE ALSO AVAILABLE UPON WRITTEN REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SHEPPARD & ENOCH PRATT FOUNDATION INC
PO BOX 6815BALTIMOREMD21285521357109CONDUCTING FUNDRAISING ACTIVITIES TO SUPPORT AFFILIATED ORGANIZATIONSMD501(C)(3)LINE 7N/A0
MOSAIC COMMUNITY SERVICES INC
1925 GREENSPRING DRIVETIMONIUMMD21093521338141PROVIDING OUTPATIENT BEHAVIORAL HEALTH AND RESIDENTIAL REHABILITAION SERVICEMD501(C)(3)LINE 70SHEPPARD & ENOCH PRATT FOUNDATION INC
REVISIONS COMMUNITY DEVELOPMENT ORGANIZATIONINC
1925 GREENSPRING DRIVETIMONIUMMD21093521849336PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLEDMD501(C)(3)LINE 100MOSAIC COMMUNITY SERVICESINC
DULANEY STATION COMMUNITY DEVELOPMENT ORGANIZATIONINC
1925 GREENSPRING DRIVETIMONIUMMD21093020650286PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLEDMD501(C)(3)LINE 100MOSAIC COMMUNITY SERVICESINC
ALLIANCE INC
1925 GREENSPRING DRIVETIMONIUMMD21093521277262PROVIDING EDUCATIONAL, VOCATIONAL & RESIDENTIAL SERVICES TO INDIVIDUALSMD501(C)(3)LINE 70MOSAIC COMMUNITY SERVICESINC
CRANBROOK HOMESINC
1925 GREENSPRING DRIVETIMONIUMMD21093522094389PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLEDMD501(C)(3)LINE 100MOSAIC COMMUNITY SERVICESINC
DOS DELOSINC
1925 GREENSPRING DRIVETIMONIUMMD21093522211157PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLEDMD501(C)(3)LINE 100MOSAIC COMMUNITY SERVICESINC
GUILFORD HOMESINC
1925 GREENSPRING DRIVETIMONIUMMD21093311719671PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLEDMD501(C)(3)LINE 100MOSAIC COMMUNITY SERVICESINC
TERRY HOMESINC
1925 GREENSPRING DRIVETIMONIUMMD21093522284384PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLEDMD501(C)(3)LINE 100MOSAIC COMMUNITY SERVICESINC
SCHNEIDER & RYLAND HOMESINC
1925 GREENSPRING DRIVETIMONIUMMD21093521914510PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLEDMD501(C)(3)LINE 100MOSAIC COMMUNITY SERVICESINC
HICKERNELL HOMES INC
1925 GREENSPRING DRIVETIMONIUMMD21093522021873PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLEDMD501(C)(3)LINE 100MOSAIC COMMUNITY SERVICESINC
BEHAVIORAL HEALTH PARTNERS INC
849 FAIRMOUNT AVETOWSONMD21286522125435PROVIDING EDUCATIONAL, VOCATIONAL & RESIDENTIAL SERVICES TO INDIVIDUALSMD501(C)(3)LINE 70MOSAIC COMMUNITY SERVICES INC
FAMILY SERVICESINC
610 EAST DIAMOND AVEGAITHERSBURGMD20877520730225PROVIDING BEHAVIORAL HEALTH,EDUCATION,CHILD CARE AND SOCIAL SERVICESMD501(C)(3)LINE 70SHEPPARD & ENOCH PRATT FOUNDATION INC
NEXT STEP HOUSING INC
610 EAST DIAMOND AVEGAITHERSBURGMD20877522023197PROVIDING AFFORDABLE HOUSING TO PERSONS WITH DISABILITIESMD501(C)(3)LINE 100FAMILY SERVICES INC
ESPERANCE HOMES INC
610 EAST DIAMOND AVEGAITHERSBURGMD20877311774943PROVIDING AFFORDABLE HOUSING TO PERSONS WITH DISABILITIESMD501(C)(3)LINE 100FAMILY SERVICES INC
CENTENNIAL HOUSING INC
610 EAST DIAMOND AVEGAITHERSBURGMD20877264463089PROVIDING AFFORDABLE HOUSING TO PERSONS WITH DISABILITIESMD501(C)(3)LINE 100FAMILY SERVICES INC
GUIDE TREXLER HOUSE INC
610 EAST DIAMOND AVEGAITHERSBURGMD20877522287796PROVIDING AFFORDABLE HOUSING TO PERSONS WITH DISABILITIESMD501(C)(3)LINE 100FAMILY SERVICES INC
GUIDE MARYLAND HOUSE INC
610 EAST DIAMOND AVEGAITHERSBURGMD20877753002389PROVIDING AFFORDABLE HOUSING TO PERSONS WITH DISABILITIESMD501(C)(3)LINE 100FAMILY SERVICES INC
GUIDE NASHVILLE HOMES INC
610 EAST DIAMOND AVEGAITHERSBURGMD20877562638041PROVIDING AFFORDABLE HOUSING TO PERSONS WITH DISABILITIESMD501(C)(3)LINE 100FAMILY SERVICES INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd