AUTUMN PLACE INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AUTUMN PLACE INC (EIN 52-1743979)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-15
- IRS object ID
- 202143199349308714
- Schema version
- 2020v4.0
- 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 | 2021-11-15T10:59:59-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521373858 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELEON & STANG CPAS AND ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 LAKEFOREST BLVD STE 650 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208772609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521743979 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUTUMN PLACE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AUTU | BusinessNameControlTxt |
| Phone | 3016620099 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3734 | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH NORMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3016620099 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH | PersonFirstNm |
| Person Last | NORMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLINT LEHMAN CPA | PreparerPersonNm |
| PTIN | P00840525 | PTIN |
| Phone | 3019489825 | PhoneNum |
| Preparation | 2021-11-09 | PreparationDt |
| 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 | SARAH NORMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8003 CORPORATE DRIVE | AddressLine1Txt |
| City | NOTTINGHAM | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $102,046 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED UNDER SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $107,227 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $102,024 | CYProgramServiceRevenueAmt |
| PY Investment Income | $39 | PYInvestmentIncomeAmt |
| CY Investment Income | $22 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $107,266 | PYTotalRevenueAmt |
| CY Total Revenue | $102,046 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $144,748 | PYOtherExpensesAmt |
| CY Other Expenses | $130,841 | CYOtherExpensesAmt |
| PY Total Expenses | $144,748 | PYTotalExpensesAmt |
| CY Total Expenses | $130,841 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$37,482 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$28,795 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $798,851 | TotalAssetsBOYAmt |
| Total Assets EOY | $767,039 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,273,231 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,270,214 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$474,380 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$503,175 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED UNDER SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $110,203 | ExpenseAmt |
| Revenue | $102,024 | RevenueAmt |
| Desc | PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED IN ACCORDANCE WITH EXEMPT PURPOSE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED IN ACCORDANCE WITH EXEMPT PURPOSE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $110,203 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL REED | PersonNm |
| Phone | 3016620099 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3734 | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| SARAH NORMAN | |||||||
| PRESIDENT | 0.15 | 39.85 | Yes (X) | Yes (X) | $0 | $183,277 | $8,487 |
| JEFF RICHARDSON | |||||||
| TREASURER | 0.15 | 39.85 | Yes (X) | Yes (X) | $0 | $402,945 | $33,686 |
| CLAIRE DENNIS - TUPAK | |||||||
| DIRECTOR | 0.15 | Yes (X) | $0 | $0 | $0 | ||
| DAVID WEISS | |||||||
| SECRETARY | 0.15 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT HALL | |||||||
| DIRECTOR | 0.15 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $586,222 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $42,173 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME | Desc |
| Business | 531110 | BusinessCd |
| Total Revenue Column | $102,024 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $102,024 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $102,024 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22 | TotalRevenueColumnAmt |
| Exclusion | $22 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,046 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $102,024 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $22 | ExclusionAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,016 | TotalAmt |
| Management And General | $14,016 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,500 | TotalAmt |
| Management And General | $6,500 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122 | TotalAmt |
| Management And General | $122 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,871 | TotalAmt |
| Program Services | $24,871 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,900 | TotalAmt |
| Program Services | $32,900 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,483 | TotalAmt |
| Program Services | $3,483 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| CONTRACTS | $36,287 | $36,287 |
| OFFICE SALARIES | $8,543 | $8,543 |
| MISC. ADMINISTRATIVE | $1,880 | $1,880 |
| SNOW REMOVAL | $1,040 | $1,040 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,199 | TotalAmt |
| Program Services | $1,199 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,841 | TotalAmt |
| Program Services | $110,203 | ProgramServicesAmt |
| Management And General | $20,638 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,748 | BOYAmt |
| EOY | $832 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,015 | BOYAmt |
| EOY | $3,055 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,343,552 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $803,839 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,612 | BOYAmt |
| EOY | $539,713 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,476 | BOYAmt |
| EOY | $223,439 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $798,851 | BOYAmt |
| EOY | $767,039 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,484 | BOYAmt |
| EOY | $16,075 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,251,480 | BOYAmt |
| EOY | $1,251,480 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,267 | BOYAmt |
| EOY | $2,659 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,273,231 | BOYAmt |
| EOY | $1,270,214 | 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 | -$474,380 | BOYAmt |
| EOY | -$503,175 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$474,380 | BOYAmt |
| EOY | -$503,175 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $798,851 | BOYAmt |
| EOY | $767,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$28,795 | ReconcilationRevenueExpnssAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,816 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,227 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,024 | CurrentTaxYearAmt |
| Total | $516,771 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,816 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,227 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,024 | CurrentTaxYearAmt |
| Total | $516,771 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $516,771 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22 | CurrentTaxYearAmt |
| Total | $277 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22 | CurrentTaxYearAmt |
| Total | $277 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,899 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,555 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,046 | CurrentTaxYearAmt |
| Total | $517,048 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99950 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99930 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $238,730 | OtherCostOrOtherBasisAmt |
| Book Value | $238,730 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $900,588 | OtherCostOrOtherBasisAmt |
| Depreciation | $643,546 | DepreciationAmt |
| Book Value | $257,042 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $164,831 | OtherCostOrOtherBasisAmt |
| Depreciation | $140,645 | DepreciationAmt |
| Book Value | $24,186 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,413 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,413 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,990 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,235 | DepreciationAmt |
| Book Value | $19,755 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $539,713 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RESTRICTED DEPOSITS | $220,764 |
| DEPOSITS HELD IN TRUST | $2,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $223,439 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| Amt | $2,659 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,659 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $102,046 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $102,046 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $102,046 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $130,841 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $130,841 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $130,841 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | 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, 2018. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt |
|---|---|---|---|---|---|
| SARAH NORMAN | |||||
| PRESIDENT | $183,277 | $8,487 | $191,764 | ||
| JEFF RICHARDSON | |||||
| TREASURER | $398,425 | $18,614 | $436,631 | $4,520 | $15,072 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED IN ACCORDANCE WITH EXEMPT PURPOSE. |
| FORM 990, PAGE 6, PART VI, LINE 3 | PROPERTY MANAGEMENT ACTIVITIES ARE PERFORMED BY THE RELATED SPONSORING ORGANIZATION, WAY STATION INC., PURSUANT TO A CONTRACT APPROVED BY HUD. WAY STATION, INC. IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FEE IS CAPPED AT 58.40 PER UNIT PER MONTH AND THE AMOUNT CHARGED TO OPERATIONS FOR 2021 AND 2020 WAS 14,016. AS REPORTED ON FORM 990, PART VII, SECTION A, THE FOLLOWING INDIVIDUALS RECIEVED COMPENSATION FROM A RELATED ORGANIZATION: NAME: REPORTABLE COMPENSATION OTHER COMPENSATION: SARAH NORMAN 183,277 8,487 JEFF RICHARDSON 402,945 33,686 |
| FORM 990, PAGE 6, PART VI, LINE 8B | THE BOARD ACTED AS A WHOLE ON ALL MATTERS AND NO COMMITTEE WAS APPOINTED DURING THE FISCAL YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD IS PROVIDED WITH A COMPLETE COPY OF THE RETURN PRIOR TO FILING. NO FURTHER REVIEW IS CONDUCTED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION EMPLOYS THE CONFLICT OF INTEREST, WHISTLEBLOWER AND DOCUMENT RETENTION AND DESTRUCTION POLICIES OF ITS RELATED MANAGEMENT AGENT, WAY STATION, INC. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, THE FINANCIALS ARE FILED WITH THE OMB UNDER THE UNIFORM GUIDANCE. |
| FORM 990, PAGE 12, PART XII, LINE 2C | A COMMITTEE HAS NOT BEEN APPOINTED AS THE FULL BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| SHEPPARD AND ENOCH PRATT FOUNDATION | ||||||||||
| PO BOX 6815 | BALTIMORE | MD | 21285 | 521357109 | FUNDRAISE | MD | 501C3 | 7 | NA | false |
| WAY STATION INC | ||||||||||
| PO BOX 3826 | FREDERICK | MD | 21705 | 521162749 | HEATH/EMPL | MD | 501C3 | 7 | SHEPPARD | false |
| WAY STATION FOUNDATION | ||||||||||
| PO BOX 3826 | FREDERICK | MD | 21705 | 521857765 | SOLICIT | MD | 501C3 | 7 | WAY | false |
| WINTER PLACE INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 521651855 | HOUSING | MD | 501C3 | 10 | WAY | false |
| BEAM HOMES INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 261845990 | HOUSING | MD | 501C3 | 10 | WAY | false |
| SPRING PLACE INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 521806018 | HOUSING | MD | 501C3 | 10 | WAY | false |
| WALDEN PLACE INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 521863828 | HOUSING | MD | 501C3 | 10 | WAY | false |
| GEORGETOWN APTS INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 521952713 | HOUSING | MD | 501C3 | 10 | WAY | false |
| IRISH MEADOWS INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 522084779 | HOUSING | MD | 501C3 | 10 | WAY | false |
| OLDETOWNE HOMES INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 522016556 | HOUSING | MD | 501C3 | 10 | WAY | false |
| POTOMAC RIVER HOMES INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 521910115 | HOUSING | MD | 501C3 | 10 | WAY | false |
| FLOYD KRESS HOMES INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 311758337 | HOUSING | MD | 501C3 | 10 | WAY | false |
| WETZEL HOMES INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 030425594 | HOUSING | MD | 501C3 | 10 | WAY | false |
| FLURY PLACE INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 522140592 | HOUSING | MD | 501C3 | 10 | WAY | false |
| HINZE HOMES INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 412075445 | HOUSING | MD | 501C3 | 10 | WAY | false |
| O'CONOR HOMES INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 202825758 | HOUSING | MD | 501C3 | 10 | WAY | false |
| OTTEY HOMES INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 743072530 | HOUSING | MD | 501C3 | 10 | WAY | false |
| KIRKLAND HOMES INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 204789061 | HOUSING | MD | 501C3 | 10 | WAY | false |
| MAHER HOMES INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 208538406 | HOUSING | MD | 501C3 | 10 | WAY | false |
| WOOLARD HOMES INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 200687580 | HOUSING | MD | 501C3 | 10 | WAY | false |
| BETTY JANE MALONE HOMES INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 264249476 | HOUSING | MD | 501C3 | 10 | WAY | false |
| SOURLIS ELEUTERIO HOMES INC | ||||||||||
| PO BOX 3734 | FREDERICK | MD | 21705 | 454234959 | HOUSING | MD | 501C3 | 10 | WAY | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |