HOMES FOR AMERICA INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HOMES FOR AMERICA INC (EIN 52-1901220)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2022-02-03
- IRS object ID
- 202230349349301013
- Schema version
- 2020v4.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-03T11:00:52-06:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EAST PRATT STREET 4TH FLOOR | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521901220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOMES FOR AMERICA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOME | BusinessNameControlTxt |
| Phone | 4102691222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 SIXTH STREET STE 2 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA JOHNSON | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 4102691222 | PhoneNum |
| Signature | 2022-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANA | PersonFirstNm |
| Person Last | JOHNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAMIEN NICKLE CPA | PreparerPersonNm |
| PTIN | P00802786 | PTIN |
| Phone | 4107834900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANA JOHNSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 SIXTH ST STE 2 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,986,930 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOMESFORAMERICA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | PLEASE SEE SCHEDULE O HOMES FOR AMERICA, INC. WAS INCORPORATED FOR THE PURPOSE OF DEVELOPING AND PRESERVING HOUSING FOR LOW AND MODERATE INCOME HOUSEHOLDS AND SPECIAL NEEDS POPULATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,867,127 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,622,726 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,208,067 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,241,381 | CYProgramServiceRevenueAmt |
| PY Investment Income | $224,366 | PYInvestmentIncomeAmt |
| CY Investment Income | $122,823 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,299,560 | PYTotalRevenueAmt |
| CY Total Revenue | $5,986,930 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $188,693 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $885,897 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,018,240 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,777,414 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,422,119 | PYOtherExpensesAmt |
| CY Other Expenses | $1,137,448 | CYOtherExpensesAmt |
| PY Total Expenses | $3,629,052 | PYTotalExpensesAmt |
| CY Total Expenses | $3,800,759 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,670,508 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,186,171 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,770,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,274,743 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,624,533 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,021,983 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,145,552 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,252,760 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HOMES FOR AMERICA, INC. WAS INCORPORATED FOR THE PURPOSE OF DEVELOPING AND PRESERVING HOUSING FOR LOW AND MODERATE INCOME HOUSEHOLDS AND SPECIAL NEEDS POPULATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,078,632 | ExpenseAmt |
| Grant | $885,897 | GrantAmt |
| Revenue | $2,987,603 | RevenueAmt |
| Desc | SEE SCHEDULE OHOMES FOR AMERICA CARRIED OUT ITS MISSION BY SERVING 7,883 LOW INCOME PERSONS IN ITS RENTAL COMMUNITIES. THE AVERAGE INCOME OF HOUSEHOLDS IN COMMUNITIES THAT ARE AGE RESTRICTED TO SENIORS 62 YEARS AND OLDER WAS $20,726 AND 17.1% OF ALL THE SENIOR HOUSEHOLDS HAD ANNUAL INCOME BELOW $15,000. THE AVERAGE INCOME OF HOUSEHOLDS IN GENERAL OCCUPANCY HOUSING WAS $22,484 AND 31.4% HAD INCOME BELOW $15,000.HOMES FOR AMERICA DEVELOPMENT ACTIVITIES INCLUDED THE FOLLOWING: 1. CLOSED ON CONSTRUCTION FINANCING AND BEGAN REHABILITATION OF 42 UNITS AND CONSTRUCTION OF 12 NEW UNITS AT A FAMILY PROPERTY IN BERLIN, MARYLAND. 2. COMPLETED CONSTRUCTION OF A 80 UNIT NEW CONSTRUCTION SENIOR PROPERTY IN OLNEY, MARYLAND. 3. COMPLETED CONSTRUCTION OF A 72 UNIT NEW CONSTRUCTION FAMILY PROPERTY IN BEL AIR, MARYLAND. 4. COMPLETED REHABILITATION OF A 58 UNIT SCATTERED SITE FAMILY PROJECT LOCATED IN THE BALTIMORE METROPOLITAN AREA.HOMES FOR AMERICA ALSO PROVIDED ASSET MANAGEMENT SERVICES FOR 68 COMMUNITIES IN THE ORGANIZATION'S PORTFOLIO; THE ORGANIZATION PERFORMS REGULAR SITE INSPECTIONS, MONITORS INSURANCE POLICIES AND CLOSELY TRACKS ALL FINANCIAL AND OPERATING ASPECTS OF ITS PROPERTIES DURING LEASE UP AND OPERATIONS. KEY ASSET MANAGEMENT ACCOMPLISHMENTS DURING THE YEAR INCLUDED: 1. CONTINUED THE PRACTICE OF MAKING THE PORTFOLIO MORE ENERGY EFFICIENT AND EXECUTED GRANT AGREEMENTS AND BEGAN ENERGY CONSERVATION IMPROVEMENTS FOR TWO PROPERTIES. ALSO COMPLETED ONE GRANT AGREEMENT FOR A PROPERTY IN ANNAPOLIS, MARYLAND TO IMPROVE THE INTERIOR LIGHTING AT THE PROPERTY USING LOCAL GRANT FUNDS. 2. REFINANCED TWO PROPERTIES, ONE IN SHIPPENSBURG, PA AND ONE IN ANNAPOLIS, MARYLAND, LOWERING THE INTEREST RATE AND PROVIDING FUNDS TO IMPROVE THE PROPERTIES. 3. SOLD ONE HOME TO A COMMUNITY RESIDENT OF A 56 UNIT LEASE PURCHASE PROPERTY IN ANNAPOLIS, MARYLAND.FY 2021 PROVED TO BE AN EVOLVING YEAR FOR THE PROVISION OF RESIDENT SERVICES AS WE NAVIGATED THE IMPACTS OF COVID-19 AND HOW TO BEST MEET THE NEEDS OF RESIDENTS. WE CHOSE TO PRIORITIZE THE HEALTH, WELLNESS, AND HOUSING STABILITY OF OUR RESIDENTS OVER OUR MORE TRADITIONAL HFA SERVICE STANDARDS. OUR SERVICE FOCUS EVOLVED FROM PROVIDING BUILDING WIDE EVENTS AND GROUP PROGRAMMING TO SUPPORTING INDIVIDUALS OBTAIN BASIC NEEDS TO HELP THEM REMAIN SAFE AND HEALTHY. WE CREATED NEW PARTNERSHIPS WITH HEALTH PROVIDERS AS WELL AS NEWLY FORMED FOOD AND SANITIZING DISTRIBUTORS. WE HOSTED VACCINATION CLINICS AT 38 COMMUNITIES ACROSS OUR PORTFOLIO. OVER 30,000 ITEMS SUCH AS MASKS, SOAPS, SANITIZERS, AND FOOD BOXES WERE PROVIDED TO RESIDENTS ACROSS OUR PORTFOLIO. IN ORDER TO BRIDGE THE TECHNOLOGY GAP HIGHLIGHTED BY THE PANDEMIC HFA PROVIDED ACCESS TO TECHNOLOGY TO SUPPORT TELE-HEALTH OPTIONS, ACADEMIC SUPPORTS, AND OVERALL ACCESS TO THE INTERNET TO MEET BASIC NEEDS. WE CONTINUED TO UTILIZE OUR EXISTING PARTNERING ORGANIZATIONS TO PROVIDE RENTAL FUNDING RESOURCE REFERRALS, COMMUNITY SUPPORTS, AND CASE MANAGEMENT SERVICES. FINALLY, HFA CREATED PROTOCOLS SURROUNDING THE USE OF COMMON AREAS TO REDUCE ISOLATION AND ALLOW RESIDENTS USE OF THEIR COMMUNITY SPACES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $235,716 | ExpenseAmt |
| Revenue | $463,101 | RevenueAmt |
| Desc | SEE SCHEDULE O HOMES FOR AMERICA, IS THE SOLE MEMBER OF HOMES FOR BRIDGEVILLE, LLC, WHICH IS INCLUDED HEREIN. HOMES FOR BRIDGEVILLE, LLC, A 50-UNIT APARTMENT COMMUNITY, HAS FAMILY SERVICE AND PROGRAM ACTIVITIES WHICH HAVE HISTORICALLY INCLUDED AN AFTERSCHOOL HOMEWORK CLUB, A MOBILE HEALTH CLINIC, SOCIAL AND RECREATIONAL PROGRAMS, WEEKLY SUMMER CAMP OPPORTUNITIES WITH TRANSPORTATION, REFERRALS FOR HEALTH RESOURCES, NUTRITION AND RENTAL ASSISTANCE AND A MONTHLY MOBILE FOOD PANTRY. ADDITIONALLY, A COMPUTER LAB IS OPEN FOR ALL RESIDENTS AND PUBLIC TRANSPORTATION IS AVAILABLE NEAR THE ENTRANCE OF THE COMMUNITY. IN FY 2021, DUE TO THE PANDEMIC, OUR SERVICE FOCUS EVOLVED FROM PROVIDING BUILDING WIDE EVENTS AND GROUP PROGRAMMING TO SUPPORTING INDIVIDUALS OBTAIN BASIC NEEDS TO HELP THEM REMAIN SAFE AND HEALTHY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $849,907 | RevenueAmt |
| Desc | HOMES FOR AMERICA, INC. IS THE SOLE MEMBER OF SEVERAL LLC'S WHICH ARE INCLUDED HEREIN. CORNER HOUSE HFA, LLC HOLDS AN INVESTMENT IN FOUNTAIN PLACE ASSOCIATES LIMITED PARTNERSHIP, BAY FOREST HFA LLC HOLDS AN INVESTMENT IN HOMES FOR ANNAPOLIS LIMITED PARTNERSHIP, GATEWAY VILLAGE I HFA, LLC HOLDS AN INVESTMENT IN SALISBURY SENIOR HOUSING LIMITED PARTNERSHIP, AND HFA Y15LP LLC HOLDS AN INVESTMENT IN CHESTNUT SQUARE LIMITED PARTNERSHIP, ESSEX HOUSE LIMITED PARTNERSHIP, GLENBURN ASSOCIATES LIMITED PARTNERSHIP, HOMES AT BERLIN LIMITED PARTNERSHIP AND VILLAGE HOUSE ASSOCIATES LIMITED PARTNERSHIP. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,314,348 | 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 | 0 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOLLY BURKS | PersonNm |
| Phone | 4102691222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 SIXTH AVENUE SUITE 2 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21403 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| JOLLY BURKS | ||||||||
| VICE PRESIDENT & CFO | 40.00 | 1.00 | Yes (X) | $194,715 | $0 | $21,369 | ||
| DIANE CLYDE | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | 1.00 | Yes (X) | $200,090 | $0 | $10,004 | ||
| KATHY EBNER | ||||||||
| PRESIDENT & CEO, THRU 9-3-2020 | 40.00 | 1.00 | Yes (X) | $176,231 | $0 | $16,024 | ||
| DIANA TALIOS | ||||||||
| DEVELOPMENT DIRECTOR | 40.00 | 0.00 | $148,134 | $0 | $20,506 | Yes (X) | ||
| JULIE MCCABE | ||||||||
| VP SERVICE ENHANCED HOUSING | 40.00 | 0.00 | $123,574 | $0 | $13,989 | Yes (X) | ||
| MARY SMITH | ||||||||
| CONTROLLER | 40.00 | 0.00 | $116,824 | $0 | $20,060 | Yes (X) | ||
| DANA JOHNSON | ||||||||
| PRESIDENT & CEO, EFF 9-4-2020 | 40.00 | 1.00 | Yes (X) | $82,940 | $0 | $8,255 | ||
| TRUDY PARISA MCFALL | ||||||||
| CHAIRMAN & DIRECTOR | 20.00 | 0.30 | Yes (X) | $49,766 | $0 | $2,661 | Yes (X) | |
| MICHAEL BODAKEN | ||||||||
| VICE CHAIRMAN & DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DENNIS M CONTI | ||||||||
| TREASURER & DIRECTOR | 0.50 | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ERIC BROWN | ||||||||
| DIRECTOR | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| CHARLES L EDSON ESQUIRE | ||||||||
| DIRECTOR | 0.50 | 0.30 | $0 | $0 | $0 | Yes (X) | ||
| SUSAN FRANK | ||||||||
| DIRECTOR | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MARY GRACE FOLWELL | ||||||||
| SECRETARY & DIRECTOR, THRU 1-29-21 | 0.50 | 0.30 | $0 | $0 | $0 | Yes (X) | ||
| JAMES I HUMPHREY JR | ||||||||
| DIRECTOR | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| THOMAS LANTZ | ||||||||
| DIRECTOR | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD L MOSTYN | ||||||||
| DIRECTOR | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JEFFREY R STERN | ||||||||
| DIRECTOR | 0.50 | 0.30 | $0 | $0 | $0 | Yes (X) | ||
| DIANE YENTEL | ||||||||
| DIRECTOR, THRU 10-24-20 | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| CHICKIE GRAYSON | ||||||||
| SECRETARY & DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,092,274 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $112,868 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $119,988 | RelatedOrganizationsAmt |
| Government Grants | $1,034,475 | GovernmentGrantsAmt |
| All Other Contributions | $468,263 | AllOtherContributionsAmt |
| Total Contributions | $1,622,726 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEE INCOME | 531390 | $3,393,344 | $3,393,344 |
| RENTAL INCOME | 531110 | $478,415 | $478,415 |
| FLOW THROUGH INCOME | 531390 | $369,622 | $369,622 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,241,381 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $122,823 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,230 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $63,593 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,986,930 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,300,611 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $63,593 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $697,718 | TotalAmt |
| Program Services | $697,718 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,179 | TotalAmt |
| Program Services | $188,179 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $845,954 | TotalAmt |
| Program Services | $716,778 | ProgramServicesAmt |
| Management And General | $129,176 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,286 | TotalAmt |
| Program Services | $511,542 | ProgramServicesAmt |
| Management And General | $120,744 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,512 | TotalAmt |
| Program Services | $55,137 | ProgramServicesAmt |
| Management And General | $11,375 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,787 | TotalAmt |
| Program Services | $102,928 | ProgramServicesAmt |
| Management And General | $19,859 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,875 | TotalAmt |
| Program Services | $91,646 | ProgramServicesAmt |
| Management And General | $18,229 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,624 | TotalAmt |
| Program Services | $35,624 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,705 | TotalAmt |
| Program Services | $10,655 | ProgramServicesAmt |
| Management And General | $3,050 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,675 | TotalAmt |
| Program Services | $8,475 | ProgramServicesAmt |
| Management And General | $56,200 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,407 | TotalAmt |
| Program Services | $133,616 | ProgramServicesAmt |
| Management And General | $38,791 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,729 | TotalAmt |
| Program Services | $2,729 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,899 | TotalAmt |
| Program Services | $73,205 | ProgramServicesAmt |
| Management And General | $17,694 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,630 | TotalAmt |
| Program Services | $227,979 | ProgramServicesAmt |
| Management And General | $47,651 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,393 | TotalAmt |
| Program Services | $8,316 | ProgramServicesAmt |
| Management And General | $2,077 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,687 | TotalAmt |
| Program Services | $17,687 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,528 | TotalAmt |
| Program Services | $24,107 | ProgramServicesAmt |
| Management And General | $3,421 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,353 | TotalAmt |
| Program Services | $30,318 | ProgramServicesAmt |
| Management And General | $4,035 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| CMF PROGRAM INCOME, NET | $96,643 | $96,643 |
| RESIDENT SERVICE EXP. | $74,029 | $74,029 |
| DEVELOPMENT EXPENSES | $61,749 | $61,749 |
| REPAIRS | $57,670 | $57,670 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,727 | TotalAmt |
| Program Services | $87,618 | ProgramServicesAmt |
| Management And General | $14,109 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,800,759 | TotalAmt |
| Program Services | $3,314,348 | ProgramServicesAmt |
| Management And General | $486,411 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331 | BOYAmt |
| EOY | $331 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,802,575 | BOYAmt |
| EOY | $6,653,254 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,725,576 | BOYAmt |
| EOY | $16,982,361 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,219,767 | BOYAmt |
| EOY | $6,629,167 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,532 | BOYAmt |
| EOY | $15,068 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $680,301 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $327,661 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,916 | BOYAmt |
| EOY | $352,640 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $865,271 | BOYAmt |
| EOY | $1,192,994 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900,000 | BOYAmt |
| EOY | $600,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $863,117 | BOYAmt |
| EOY | $848,928 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,770,085 | BOYAmt |
| EOY | $33,274,743 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,351 | BOYAmt |
| EOY | $55,030 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,755,126 | BOYAmt |
| EOY | $2,392 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,411,999 | BOYAmt |
| EOY | $2,466,533 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,385,057 | BOYAmt |
| EOY | $5,498,028 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,624,533 | BOYAmt |
| EOY | $8,021,983 | 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 | $21,145,552 | BOYAmt |
| EOY | $25,252,760 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,145,552 | BOYAmt |
| EOY | $25,252,760 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,770,085 | BOYAmt |
| EOY | $33,274,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,186,171 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $554,741 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,366,296 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $241,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,181,562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,033,388 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,867,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,622,726 | CurrentTaxYearAmt |
| Total | $7,946,400 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,565,022 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,719,722 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,837,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,208,067 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,435,940 | CurrentTaxYearAmt |
| Total | $18,765,754 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,806,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,901,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,870,391 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,075,194 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,058,666 | CurrentTaxYearAmt |
| Total | $26,712,154 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $6,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,000 | CurrentTaxYearAmt |
| Total | $13,000 | 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) |
|---|---|---|
| Current Tax Year Minus1 Year | $6,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,000 | CurrentTaxYearAmt |
| Total | $13,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $26,699,154 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $267,745 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $241,467 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $248,583 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $224,366 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122,823 | CurrentTaxYearAmt |
| Total | $1,104,984 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $267,745 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $241,467 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $248,583 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $224,366 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122,823 | CurrentTaxYearAmt |
| Total | $1,104,984 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $963,198 | CurrentTaxYearMinus4YearsAmt |
| Total | $963,198 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,037,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,142,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,118,974 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,299,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,181,489 | CurrentTaxYearAmt |
| Total | $28,780,336 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92770 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91600 | PublicSupportPY509Pct |
| Investment Income CY | 0.03840 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04540 | 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 | PART III, SECTION B, LINE 12 | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR ENDED MARCH 31, 2017 AS PART OF THE AUDIT OF THE FINANCIAL STATEMENTS, MANAGEMENT'S ANALYSES OF THREE LOANS AND RELATED ACCRUED INTEREST LED MANAGEMENT TO REMOVE ITS LOAN LOSS ALLOWANCE. THE ORGANIZATION COLLECTED ON THOSE LOANS IN FULL DURING THE YEAR ENDED MARCH 31, 2018. ADDITIONALLY, DURING THE YEAR ENDED MARCH 31, 2017, ONE LOAN AND RELATED ACCRUED INTEREST OF $1,653,955 WAS DEEMED PERMANENTLY IMPAIRED AND NO FUTURE COLLECTION IS EXPECTED. THE ADJUSTMENT TO LOANS RECEIVABLE AND THE ALLOWANCE FOR LOAN LOSSES RESULTED IN A NET LOAN LOSS RECOVERY OF $963,198 THAT IS RECORDED AS OTHER INCOME IN THE CONSOLIDATED AND COMBINED STATEMENT OF ACTIVITIES FOR THE YEAR ENDED MARCH 31, 2017. | 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,500 | OtherCostOrOtherBasisAmt |
| Book Value | $44,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $349,584 | OtherCostOrOtherBasisAmt |
| Depreciation | $77,931 | DepreciationAmt |
| Book Value | $271,653 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,939 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,297 | DepreciationAmt |
| Book Value | $11,642 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $168,937 | OtherCostOrOtherBasisAmt |
| Depreciation | $150,576 | DepreciationAmt |
| Book Value | $18,361 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,341 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,857 | DepreciationAmt |
| Book Value | $6,484 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $352,640 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITY DEPOSITS | $26,368 |
| DUE TO CHESTNUT SQUARE HOA | $23,224 |
| DUE TO AFFILIATES | $2,625 |
| OTHER INVT (LOSSES) IN AFFILIATES | $5,445,811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,498,028 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $51,433,929 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $554,741 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $44,892,258 | OtherRevenueAmt |
| Revenue Not Reported | $45,446,999 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,986,930 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,986,930 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $54,869,069 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $51,068,310 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $51,068,310 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,800,759 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,800,759 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | HFA, HFA COMMUNITY HOUSING DEVELOPMENT, INC., HOMES FOR ARUNDEL, INC., HOMES FOR LAUREL, INC., HOMES FOR LAUREL II, INC., HOMES FOR MCCONNELLSBURG, INC., AND HOMES FOR SHIPPENSBURG, INC. (COLLECTIVELY, THE "CORPORATIONS") HAVE APPLIED FOR AND RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") TO BE TREATED AS A TAX-EXEMPT ENTITY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THERE WAS NO SIGNIFICANT UNRELATED BUSINESS INCOME FOR THE YEARS ENDED MARCH 31, 2021 AND 2020. DUE TO THEIR TAX-EXEMPT STATUS, THE CORPORATIONS ARE NOT SUBJECT TO INCOME TAXES. THE CORPORATIONS ARE REQUIRED TO FILE AND DO FILE TAX RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. TAX YEARS STILL OPEN FOR IRS EXAMINATION FOR THE CORPORATIONS ARE THE YEARS ENDED MARCH 31, 2018, 2019 AND 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INCOME FROM ENTITIES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES FROM ENTITIES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|
| HOMES FOR OLDE TOWNE GAITHERSBURG LP | |||||||
| 318 SIXTH STREET STE 2 | ANNAPOLIS | MD | 21403 | 541954745 | $11,273 | ENERGY IMPROVEMENT | |
| HOMES FOR ANNAPOLIS LP | |||||||
| 318 SIXTH STREET STE 2 | ANNAPOLIS | MD | 21403 | 541820786 | $31,572 | ENERGY IMPROVEMENT | |
| HOMES FOR MCCONNELLSBURG INC | |||||||
| 318 SIXTH STREET STE 2 | ANNAPOLIS | MD | 21403 | 522335700 | $27,744 | PROPERTY IMPROVEMENTS | 501(C)(3) |
| HOMES FOR SHIPPENSBURG INC | |||||||
| 318 SIXTH STREET STE 2 | ANNAPOLIS | MD | 21403 | 522148579 | $8,341 | PROPERTY IMPROVEMENTS | 501(C)(3) |
| MITCHELL POND LP | |||||||
| 318 SIXTH STREET STE 2 | ANNAPOLIS | MD | 21403 | 421605503 | $393,736 | ENERGY IMPROVEMENT | |
| HOMES FOR GREENSPRING LP | |||||||
| 318 SIXTH STREET STE 2 | ANNAPOLIS | MD | 21403 | 203625674 | $174,756 | ENERGY IMPROVEMENT | |
| 4MYCITY INC | |||||||
| 333 BURNSIDE AVE | TANEYTOWN | MD | 21787 | 842908913 | $5,000 | TO SUPPORT FOOD DISTRIBUTION IN COMMUNITY | 501(C)(3) |
| ESSEX HOUSE LIMITED PARTNERSHIP | |||||||
| 318 SIXTH STREET STE 2 | ANNAPOLIS | MD | 21403 | 522098196 | $45,125 | TO COVER TENANT RECEIVABLES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | LOAN FORGIVENESS | GrantTypeTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $188,179 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS FOR ENERGY AND OTHER PROPERTY IMPROVEMENTS: GRANT FUNDS ARE DISBURSED TO THE GRANTEE AS ENERGY OR THE OTHER PROPERTY IMPROVEMENTS ARE COMPLETED. VENDOR INVOICES ARE SUBMITTED WITH REQUESTS FOR DISBURSEMENTS AND THEY ARE REVIEWED BY HOMES FOR AMERICA TO ENSURE DISBURSEMENTS ARE APPROPRIATE WITHIN THE GRANT GUIDELINES. PART III: GRANTS & OTHER ASSISTANCE TO INDIVIDUALS IN THE U.S.: THE ORGANIZATION PROVIDED LOANS TO INDIVIDUAL HOMEOWNERS WHO PURCHASED HOMES IN THE LEASE-PURCHASE COMMUNITY, HOMES AT THE GLEN. NO INTEREST ACCRUES ON THE LOANS AND THE LOANS ARE FORGIVEN OVER A PERIOD OF 5 TO 20 YEARS DEPENDING ON THE LENGTH OF TIME THE HOMEOWNER HAD PREVIOUSLY LIVED IN THE COMMUNITY. AS OF MARCH 31, 2021, A PORTION OF TEN LOANS HAD BEEN FORGIVEN IN THE AMOUNT OF $188,179. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOLLY BURKS | ||||||||||||||
| VICE PRESIDENT & CFO | $189,130 | $0 | $4,914 | $0 | $671 | $0 | $9,736 | $0 | $11,633 | $0 | $216,084 | $0 | $0 | $0 |
| DIANE CLYDE | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $189,133 | $0 | $9,927 | $0 | $1,030 | $0 | $10,004 | $0 | $0 | $0 | $210,094 | $0 | $0 | $0 |
| KATHY EBNER | ||||||||||||||
| PRESIDENT & CEO, THRU 9-3-2020 | $175,728 | $0 | $0 | $0 | $503 | $0 | $8,812 | $0 | $7,212 | $0 | $192,255 | $0 | $0 | $0 |
| DIANA TALIOS | ||||||||||||||
| DEVELOPMENT DIRECTOR | $147,104 | $0 | $0 | $0 | $1,030 | $0 | $7,407 | $0 | $13,099 | $0 | $168,640 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF FORM 990 IS REVIEWED IN DETAIL BY THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AND AUTHORIZED BY THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE WRITTEN CONFLICT OF INTEREST POLICY IS DISCUSSED AS NEEDED AND ALL OFFICERS AND DIRECTORS SIGN ANNUALLY A STATEMENT ACKNOWLEDGING THE POLICY AND RECUSING THEMSELVES WHEN ITEMS WITH POTENTIAL CONFLICTS ARE DISCUSSED AND AUTHORIZED BY THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE PRESIDENT IS APPROVED BY BOARD USING COMPARABILITY DATA. COMPENSATION OF OTHERS IS APPROVED BY THE BOARD THROUGH THE ANNUAL BUDGET PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICE DURING REGULAR BUSINESS HOURS UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | ADOPTION OF ASC 606 1,366,296. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| BAY FOREST HFA LLC | |||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 521901220 | REAL ESTATE INVESTMENTS | MD | $11,458 | -$1,335,598 | HOMES FOR AMERICA |
| CORNER HOUSE HFA LLC | |||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 471390836 | REAL ESTATE INVESTMENTS | MD | -$50,525 | -$148,625 | HOMES FOR AMERICA |
| GATEWAY VILLAGE I HFA LLC | |||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 474638348 | REAL ESTATE INVESTMENTS | MD | -$13,457 | $304,674 | HOMES FOR AMERICA |
| HOMES FOR BRIDGEVILLE LLC | |||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 454588298 | REAL ESTATE RENTALS | MD | $464,947 | $1,006,054 | HOMES FOR AMERICA |
| HFA Y15LP LLC | |||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 475357125 | REAL ESTATE INVESTMENTS | MD | $902,431 | -$1,308,357 | HOMES FOR AMERICA |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ESSEX HOUSE NEIGHBORHOOD CORP | ||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 541815666 | R/E INVESTMENT | VA | 501(C)(3) | LINE 11 | HOMES FOR AMERICA | 0 |
| HFA COMMUNITY HOUSING DEVELOPMENT INC | ||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 262155870 | R/E DEVELOPMENT-CHDO | MD | 501(C)(3) | LINE 11 | HOMES FOR AMERICA | 0 |
| HOMES FOR ARUNDEL INC | ||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 542119728 | REAL ESTATE RENTALS | MD | 501(C)(3) | LINE 11 | HOMES FOR AMERICA | 0 |
| HOMES FOR LAUREL II INC | ||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 364569310 | REAL ESTATE RENTALS | MD | 501(C)(3) | LINE 11 | HOMES FOR AMERICA | 0 |
| HOMES FOR LAUREL INC | ||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 522258299 | REAL ESTATE RENTALS | MD | 501(C)(3) | LINE 11 | HOMES FOR AMERICA | 0 |
| HOMES FOR MCCONNELLSBURG INC | ||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 522335700 | REAL ESTATE RENTALS | MD | 501(C)(3) | LINE 11 | HOMES FOR AMERICA | 0 |
| HOMES FOR SHIPPENSBURG INC | ||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 522148579 | REAL ESTATE RENTALS | MD | 501(C)(3) | LINE 11 | HOMES FOR AMERICA | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (65 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BOOTH STREET LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 462545164 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| CHAPLINE ASSOCIATES II LP | ||||||||||||||
| 180 ADMIRAL COCHRANE DR | ANNAPOLIS | MD | 21401 | 134223277 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| CHAPLINE ASSOCIATES LP | ||||||||||||||
| 180 ADMIRAL COCHRANE DR | ANNAPOLIS | MD | 21401 | 522226874 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| CHESTNUT SQUARE LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 541905922 | REAL ESTATE RENTALS | VA | N/A | 0 | Yes (1) | HFA Y15LP LLC | $37,599 | $135,075 | 0.99000 | |
| CITY ARTS II LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 463446465 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| CITY ARTS LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 270442796 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| CLARE COURT LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 331006669 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| DARBYTOWN MEADOWS LLC | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 260093958 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| ESSEX HOUSE LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 522098186 | REAL ESTATE RENTALS | VA | N/A | 0 | Yes (1) | HFA Y15LP LLC | $1,207,613 | -$376,844 | 0.99000 | |
| FOUNTAIN PLACE ASSOC LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 521946936 | REAL ESTATE RENTALS | MD | N/A | 0 | 0 | CORNER HOUSE HFA LLC | -$50,525 | -$148,625 | 0.99000 | |
| FOXTAIL CROSSING II LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 454533116 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| FRED I LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 043675548 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| FRED II LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 043675554 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| GATEWAY VILLAGE II LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 522116418 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| GATEWAY VILLAGE III LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 522272632 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| GLENBURN ASSOCIATES LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 522052708 | REAL ESTATE RENTALS | MD | N/A | 0 | Yes (1) | HFA Y15LP LLC | -$19,068 | -$482,110 | 0.99000 | |
| HDCHDI SHIPPENSBURG LLC | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 522298688 | REAL ESTATE INVESTMENTS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HDCTRFJUBILEE LLC | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 271080070 | REAL ESTATE INVESTMENTS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HDC-HRH VIRGINIA LLC | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 043675538 | REAL ESTATE INVESTMENTS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES AT BERLIN LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 522298681 | REAL ESTATE RENTALS | MD | N/A | 0 | Yes (1) | HFA Y15LP LLC | -$10,774 | -$104,218 | 0.99000 | |
| HOMES AT FOUNTAIN GREEN GP LLC | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 841807286 | REAL ESTATE INVESTMENTS | MD | N/A | N/A | 0 | 0 | ||||
| HOMES AT FOUNTAIN GREEN LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 832866756 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR ABERDEEN LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 471430657 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR ANNAPOLIS LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 541820786 | REAL ESTATE RENTALS | MD | N/A | 0 | Yes (1) | BAY FOREST HFA LLC | $11,458 | -$1,335,598 | 0.99000 | |
| HOMES FOR CAMBRIDGE LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 770630206 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR CHAMBERSBURG LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 203724027 | REAL ESTATE RENTALS | PA | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR CUMBERLAND LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 260422796 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR DOWNTOWN ANNAPOLIS LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 473972832 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR ELKTON GP LLC | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 453070049 | R/E INVESTMENT | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR ELKTON LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 275102436 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR EMMITSBURG LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 511679635 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR FREDERICK LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 473106999 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR GLEN BURNIE LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 541863874 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR GREATER BALTIMORE LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 822077399 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR GREENSPRING LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 203625674 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR HAGERSTOWN GP LLC | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 472754537 | R/E INVESTMENT | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR HAGERSTOWN LLC | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 472754738 | REAL ESTATE RENTALS | DE | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR HAMILTON HILLS LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 262597023 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR HURLOCK LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 204795670 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR MARYLAND GP LLC | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 471430591 | R/E INVESTMENT | MD | N/A | N/A | 0 | 0 | ||||
| HOMES FOR MOUNT VERNON GP LLC | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 300893928 | R/E INVESTMENT | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR MOUNT VERNON LLC | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 811136390 | R/E INVESTMENT | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR MOUNT VERNON LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 811248474 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR ODENTON LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 465645499 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR OLDE TOWNE GAIT LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 541954745 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR PERRYVILLE LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 270550700 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR POCOMOKE CITY LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 464242708 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR REISTERSTOWN II LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 680541880 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR REISTERSTOWN LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 541922766 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR SALISBURY LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 753031936 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES FOR WALBROOK LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 205385299 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES ON JOHNSONS POND LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 364847573 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| HOMES ON QUAKER LANE GP LLC | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 832100587 | R/E INVESTMENT | MD | N/A | N/A | 0 | 0 | ||||
| HOMES ON QUAKER LANE LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 830730509 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | 0 | ||||
| HOMES ON THE GLEN LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 522261784 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| JENKINS HOUSE LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 205791654 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| MANOR EAST LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 262561429 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| MARIAN HOUSE II LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 753200262 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| MITCHELL POND LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 421605503 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| PINEY RIDGE VILLAGE ASSOC LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 521440040 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| RESTORATION GARDENS LLC | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 264794713 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| RUFFIN ROAD LLC | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 260093955 | REAL ESTATE RENTALS | MD | N/A | N/A | 0 | Yes (1) | ||||
| SALISBURY SENIOR HOUSING LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 521940295 | REAL ESTATE RENTALS | MD | N/A | 0 | 0 | GATEWAY VILLAGE I HFA LLC | -$13,457 | $304,674 | 0.49500 | |
| SENIOR COTTAGES OF SHIPPENSBURG LTD | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 411855600 | REAL ESTATE RENTALS | PA | N/A | N/A | 0 | Yes (1) | ||||
| VILLAGE HOUSE ASSOC LP | ||||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 522098194 | REAL ESTATE RENTALS | MD | N/A | 0 | Yes (1) | HFA Y15LP LLC | -$312,939 | -$480,260 | 0.99990 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BOOTH STREET LLC | ||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 454588298 | REAL ESTATE INVESTMENT | MD | NONE | C | -$19 | $147,931 | 1.00000 | 0 |
| CLARE COURT CORPORATION | ||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 422035312 | REAL ESTATE INVESTMENT | MD | NONE | C | 1.00000 | 0 | ||
| ESSEX HOUSES CORPORATION | ||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 522098283 | REAL ESTATE INVESTMENT | VA | NONE | C | $457 | -$22,687 | 1.00000 | 0 |
| HDCCHAI LLC | ||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 262561554 | REAL ESTATE INVESTMENT | MD | NONE | C | -$17 | $137,043 | 0.51000 | 0 |
| HDC-DCS LLC | ||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 204804201 | REAL ESTATE INVESTMENT | MD | NONE | C | 0.51000 | 0 | ||
| HOMES DEVELOPMENT CORP | ||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 521940646 | REAL ESTATE INVESTMENT | MD | NONE | C | $8,998 | $6,388,873 | 1.00000 | 0 |
| HOMES FOR EMMITSBURG INC | ||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 454855535 | REAL ESTATE INVESTMENT | MD | NONE | C | -$40 | $114,775 | 1.00000 | 0 |
| HOMES FOR GREENSPRING DEVELOPMENT CORP | ||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 203625769 | REAL ESTATE INVESTMENT | MD | NONE | C | 1.00000 | 0 | ||
| HOMES FOR GREENSPRING INC | ||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 203763885 | REAL ESTATE INVESTMENT | MD | NONE | C | -$7 | $136,931 | 0.79000 | 0 |
| CHESTNUT SQUARE EQUITY CORPORATION | ||||||||||||
| 318 SIXTH STREET | ANNAPOLIS | MD | 21403 | 541905922 | REAL ESTATE INVESTMENT | MD | HOMES DEVELOPMENT CORPORATION | C | 0.90000 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (18 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| OAKS AT OLDE TOWNE GATHERSBURG LP | |
| B | $11,273 |
| HOMES FOR ANNAPOLIS LP | |
| B | $31,572 |
| HOMES FOR MCCONNELLSBURG INC | |
| B | $27,744 |
| HOMES FOR SHIPPENSBURG INC | |
| B | $8,341 |
| HFA COMMUNITY HOUSING DEVELOPMENT INC | |
| C | $119,988 |
| HOMES FOR PERRYVILLE LP | |
| D | $264,939 |
| CITY ARTS LP | |
| D | $112,813 |
| MANOR EAST LP | |
| D | $859,759 |
| HOMES FOR EMMITSBURG LP | |
| D | $1,100,000 |
| HOMES FOR FREDERICK LP | |
| D | $100,000 |
| CITY ARTS II LP | |
| D | $210,344 |
| HOMES FOR GREATER BALTIMORE LP | |
| D | $500,000 |
| HOMES ON QUAKER LANE LP | |
| D | $1,049,261 |
| HOMES DEVELOPMENT CORPORATION | |
| Q | $806,407 |
| ESSEX HOUSE LIMITED PARTNERSHIP | |
| B | $45,125 |
| HOMES FOR GREENSPRING LP | |
| B | $174,756 |
| MITCHELL POND LP | |
| B | $393,736 |
| HOMES AT THE GLEN | |
| D | $1,072,821 |