PRESBYTERIAN HOME OF MARYLAND INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PRESBYTERIAN HOME OF MARYLAND INC (EIN 52-0607932)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202543169349302799
- Schema version
- 2024v5.2
- 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 | 2025-11-12T10:45:45-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE STREET SUITE 800 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520607932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESBYTERIAN HOME OF MARYLAND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRES | BusinessNameControlTxt |
| Phone | 4435622523 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 159 | AddressLine1Txt |
| City | FOREST HILL | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210500159 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIK STULLER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4108234622 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRINE A WARLICK | PreparerPersonNm |
| PTIN | P02065266 | PTIN |
| Phone | 7049985200 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HART HERTIAGE ESTATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIK STULLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 159 | AddressLine1Txt |
| City | FOREST HILL | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210500159 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,806,690 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://HARTHERITAGEASSISTEDLIVING.COM/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1883 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | THE PRESBYTERIAN HOME OF MARYLAND, INC, PROVIDES ASSISTED LIVING AND HEALTH CARE SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 94 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,775 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $427,648 | CYProgramServiceRevenueAmt |
| PY Investment Income | $745,960 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,393,853 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,611 | PYOtherRevenueAmt |
| CY Other Revenue | $7,403 | CYOtherRevenueAmt |
| PY Total Revenue | $766,571 | PYTotalRevenueAmt |
| CY Total Revenue | $3,844,679 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $665,414 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $982,695 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,461 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $989,626 | PYOtherExpensesAmt |
| CY Other Expenses | $1,436,901 | CYOtherExpensesAmt |
| PY Total Expenses | $1,655,040 | PYTotalExpensesAmt |
| CY Total Expenses | $2,419,596 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$888,469 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,425,083 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,681,877 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,436,609 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,234,033 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,533,268 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,447,844 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,903,341 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO ENSURE THAT EVERY SENIOR LIVES IN A DIGNIFIED AND SUPPORTIVE ENVIRONMENT WHILE ENJOYING A HIGH QUALITY OF LIFE AND INDEPENDENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $425,400 | ExpenseAmt |
| Revenue | $427,648 | RevenueAmt |
| Desc | IN DECEMBER 2024 PRESBYTERIAN HOME OF MARYLAND, INC. PURCHASED HART HERITAGE ESTATES ASSISTED LIVING FACILITIES. THE TWO ASSISTED LIVING FACILITIES ARE LOCATED IN THE BEL AIR AREA OF HARFORD COUNTY, MARYLAND. ONE LOCATION IS IN FOREST HILL, WHICH IS LICENSED FOR 55 BEDS, AND THE OTHER IS IN THE TOWN OF STREET, WHICH IS LICENSED FOR 39 BEDS. WE PROVIDE A HOME-LIKE ATMOSPHERE THAT IS NOT JUST SEEN BUT IS FELT BY ALL WHO VISIT. OUR SPACIOUS COMMUNITY LIVING ROOM GIVES OUR RESIDENTS THE OPPORTUNITY TO ENJOY THE COMPANIONSHIP OF OTHERS WHILE WATCHING A LARGE-SCREEN TV OR PARTICIPATING IN OUR GROUP SING-ALONGS. EACH FACILITY HAS 24/7 VIDEO SECURITY, SPACIOUS DINING AREAS, OUTDOOR PICNIC(CONTINUED ON SCHEDULE O)FACILITIES, PRIVATE DINING FOR SPECIAL OCCASIONS, AND WALK-IN BEAUTICIAN SERVICES. EACH OF THE RESIDENT ROOMS IS BEAUTIFULLY DECORATED TO INCLUDE EVERY CONVENIENCE. ROOMS INCLUDE LARGE SUNNY WINDOWS, PRIVATE BATHS, WALL-TO-WALL CARPETING, AIR CONDITIONING, AND 24-HOUR IN-ROOM MOTION DETECTION. FOR THOSE WHO DESIRE IT, WE ALSO OFFER IN-ROOM CABLE, TELEPHONE, AND INTERNET SERVICE, AS WELL AS DAILY NEWSPAPER DELIVERY. DINING & DIETARY NEEDS:THE RESIDENTS ENJOY EATING IN OUR COMFORTABLE DINING ROOM. THERE ARE THREE DELICIOUS HOME-COOKED, WELL-BALANCED MEALS OFFERED DAILY. SNACKS AND BEVERAGES ARE PROVIDED AS NEEDED 24/7. SPECIAL DIETS ARE PREPARED FOR RESIDENTS UPON THEIR DOCTORS' REQUESTS. ACCOMMODATIONS ARE ALSO AVAILABLE FOR OUTSIDE GATHERINGS, INCLUDING A GAS GRILL FOR MEAL PREPARATION FOR FAMILY MEMBERS AND FRIENDS.ACTIVITIES:AT HART HERITAGE ESTATES, WE TRY TO MAINTAIN AN ACTIVE LIFESTYLE FOR OUR RESIDENTS, BY PROVIDING A VARIETY OF ACTIVITIES FOR SENIORS IN ASSISTED LIVING SOME OF OUR ACTIVITIES INCLUDE ARTS AND CRAFTS, MOVIE NIGHT, COOKING CLUB, BINGO, AND OTHER COMPETITIVE GAMES, AS WELL AS OUTDOOR GARDENING AND EXERCISE. WE ALSO PROVIDE THE OPPORTUNITY FOR WEEKLY RELIGIOUS SERVICES.WE SCHEDULE WEEKLY APPEARANCES BY LOCAL TALENT WHO PROVIDE LIVE SINGING AND MUSIC. THE SILVER READER PROGRAM, SPONSORED BY THE HARFORD COUNTY PUBLIC LIBRARY, IS ONGOING AND IS A FAVORITE OF MANY RESIDENTSMAKING LIBRARY STAFF AND MEDIA AVAILABLE AT HART HERITAGE ESTATES FOR CHECKOUT. WE HAVE A COMPUTER CENTER WITH INTERNET ACCESS FOR THOSE WITHOUT COMPUTERS. OTHER SPECIAL EVENTS INCLUDE ICE CREAM SOCIALS AND HOLIDAY PARTIES.ASSISTED LIVING:BOTH HARFORD COUNTY ASSISTED LIVING LOCATIONS HAVE CARING STAFF WHO ARE DEDICATED TO THE CARE AND COMFORT OF EVERY RESIDENT AND CONDUCT THEMSELVES WITH HONESTY AND INTEGRITY. OUR STAFF INCLUDES:- LICENSED FACILITY ADMINISTRATOR- STATE LICENSED REGISTERED NURSE- STATE CERTIFIED MEDICATION TECHNICIANS- RESIDENT ASSISTANTS- TWO ACTIVITY COORDINATORSWE ALSO HAVE A NUMBER OF SPECIALISTS AVAILABLE TO OUR RESIDENTS, INCLUDING:- REHAB THERAPY SPECIALIST FOR PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY- HOSPICE- PODIATRIST- BEHAVIORAL HEALTH, INCLUDING A CONSULTING PSYCHIATRIST AND PSYCHOLOGIST- DENTAL SERVICES- PHLEBOTOMY SERVICESMEMORY CARE FACILITIES:WE CARE FOR THOSE WITH EMERGING MEMORY SYMPTOMS AND THOSE WITH ADVANCED CASES. WE ALSO PROVIDE SHORT-TERM RESPITE CARE FOR CAREGIVERS WHO JUST NEED A BREAK FROM WHAT CAN BE AN OVERWHELMING SITUATION.RESPITE CARE SERVICES:RESPITE CARE IS DESIGNED FOR FAMILY MEMBERS AND CAREGIVERS WHO NEED TO TAKE SOME TIME OFF AND REJUVENATE AND JUST HAVE SOME TIME TO TAKE CARE OF THEMSELVES. CAREGIVING IS A DEMANDING JOB, AND NO ONE IS EQUIPPED TO DO IT ALONE. OUR RESPITE CARE PROVIDES SHORT-TERM BREAKS THAT CAN RELIEVE STRESS, RESTORE ENERGY, AND PROMOTE BALANCE IN YOUR LIFE.HOSPICE CARE RELATIONSHIPS:WHILE HART HERITAGE ESTATES OFFERS A CARING AND PERSONALIZED ASSISTED LIVING EXPERIENCE, WE ARE NOT A HOSPICE; HOWEVER, WE DO HAVE A HOSPICE ROOM AT OUR FOREST HILL LOCATION, SET UP FOR END-OF-LIFE NEEDS, AVAILABLE FOR BOTH RESIDENTS AND NON-RESIDENTS AND THEIR FAMILIES. IT IS COMFORTABLY FURNISHED FOR THE PATIENT AND PROVIDES SPACE FOR THE FAMILY. WE CONTRACT WITH ALL HOSPICE AGENCIES, AND WE HELP COORDINATE HOSPICE CARE FOR OUR RESIDENTS WHO ARE APPROACHING THE END OF LIFE. WE HAVE RELATIONSHIPS WITH SEVERAL LOCAL HOSPICE ORGANIZATIONS IN HARFORD AND BALTIMORE COUNTIES WHO PROVIDE ON-SITE HOSPICE CARE FOR OUR RESIDENTS AS IS NEEDED.BENEVOLENCE:THE BOARD OF DIRECTORS IS WORKING TO ESTABLISH A POLICY AND BENEVOLENCE FUND TO SUBSIDIZE RESIDENTS' MONTHLY FEES IN THE EVENT THAT THEIR ASSETS HAVE BEEN EXHAUSTED DUE TO UNFORESEEABLE CIRCUMSTANCES. | Desc |
| Total Program Service Expenses | $425,400 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 94 | 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIK STULLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4104525040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3708 GRIER NURSERY ROAD | AddressLine1Txt |
| City | STREET | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21154 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SUSAN F SHEA | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $187,249 | $0 | $18,751 |
| ERIK STULLER | ||||||
| CFO | 40.00 | Yes (X) | Yes (X) | $171,591 | $0 | $2,233 |
| JOSEPH SLOVICK | ||||||
| CHAIRMAN/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM HARKINS | ||||||
| VICE CHAIRMAN | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM FIDLER | ||||||
| SECRETARY | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATTI DRESHER | ||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| SCOTT ELLIOTT | ||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| JOHN KRAUS | ||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| CAROL LIENHARD | ||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| REV RAYMOND R MEUTE JR | ||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH SNEE JR ESQ | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| PAUL THOMPSON | ||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $358,840 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,984 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MACKENZIE COMMERCIAL REAL ESTATE SERVICE | |||||
| 2328 W JOPPA RD STE 200 | TIMONIUM | MD | 21093 | REAL ESTATE SALES SERVICES/COMMISSION | $320,000 |
| SNEE LUTCHE & HELMLINGER PA | |||||
| 112 S MAIN ST | BEL AIR | MD | 21014 | LEAGL SERVICES | $207,364 |
| CLIFTON LARSON ALLEN LLP | |||||
| PO BOX 740863 | ATLANTA | GA | 30374 | CONSULTING/AUDITING & TAX SERVICES | $144,594 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $15,775 | AllOtherContributionsAmt |
| Total Contributions | $15,775 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT FEES | 623000 | $414,348 | $414,348 |
| ADMISSION FEES EARNED | 623990 | $13,300 | $13,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $427,648 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $757,144 | TotalRevenueColumnAmt |
| Exclusion | $757,144 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,482 | TotalRevenueColumnAmt |
| Exclusion | $4,482 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $204 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $204 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $204 | TotalRevenueColumnAmt |
| Exclusion | $204 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,943,745 | SecuritiesAmt |
| Other | $9,654,975 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,506,350 | SecuritiesAmt |
| Other | $9,455,661 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,437,395 | SecuritiesAmt |
| Other | $199,314 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,636,709 | TotalRevenueColumnAmt |
| Exclusion | $2,636,709 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $2,717 | TotalRevenueColumnAmt |
| Exclusion | $2,717 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,717 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,844,679 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $427,648 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,401,256 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,074 | TotalAmt |
| Management And General | $379,074 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,875 | TotalAmt |
| Program Services | $234,737 | ProgramServicesAmt |
| Management And General | $229,062 | ManagementAndGeneralAmt |
| Fundraising | $2,076 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,580 | TotalAmt |
| Program Services | $112 | ProgramServicesAmt |
| Management And General | $23,385 | ManagementAndGeneralAmt |
| Fundraising | $83 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,458 | TotalAmt |
| Program Services | $2,850 | ProgramServicesAmt |
| Management And General | $30,608 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,708 | TotalAmt |
| Program Services | $32,200 | ProgramServicesAmt |
| Management And General | $48,212 | ManagementAndGeneralAmt |
| Fundraising | $296 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,379 | TotalAmt |
| Management And General | $264,379 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,055 | TotalAmt |
| Management And General | $86,055 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,397 | TotalAmt |
| Management And General | $132,397 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,162 | TotalAmt |
| Program Services | $6,065 | ProgramServicesAmt |
| Management And General | $75,097 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,266 | TotalAmt |
| Program Services | $4,880 | ProgramServicesAmt |
| Management And General | $8,386 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,829 | TotalAmt |
| Program Services | $1,458 | ProgramServicesAmt |
| Management And General | $35,371 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,500 | TotalAmt |
| Program Services | $25,405 | ProgramServicesAmt |
| Management And General | $40,095 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,942 | TotalAmt |
| Program Services | $793 | ProgramServicesAmt |
| Management And General | $2,149 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,342 | TotalAmt |
| Program Services | $32,502 | ProgramServicesAmt |
| Management And General | $563,840 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,238 | TotalAmt |
| Program Services | $39,642 | ProgramServicesAmt |
| Management And General | $7,596 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,659 | TotalAmt |
| Program Services | $7,731 | ProgramServicesAmt |
| Management And General | $36,922 | ManagementAndGeneralAmt |
| Fundraising | $6 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD AND DINING SUPPLIE | $30,846 | $28,346 | $2,500 |
| MISCELLANEOUS | $26,607 | $26,607 | |
| MEDICAL SUPPLIES | $8,679 | $8,679 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,419,596 | TotalAmt |
| Program Services | $425,400 | ProgramServicesAmt |
| Management And General | $1,991,735 | ManagementAndGeneralAmt |
| Fundraising | $2,461 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,294 | BOYAmt |
| EOY | $111,557 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,784,949 | BOYAmt |
| EOY | $4,547,653 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,756 | BOYAmt |
| EOY | $104,236 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $18,910 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,308 | BOYAmt |
| EOY | $158,680 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,420,368 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $103,487 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,300 | BOYAmt |
| EOY | $16,316,881 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,253,406 | BOYAmt |
| EOY | $12,114,303 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,496,864 | BOYAmt |
| EOY | $64,389 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,681,877 | BOYAmt |
| EOY | $33,436,609 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,802 | BOYAmt |
| EOY | $521,918 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,011,231 | BOYAmt |
| EOY | $9,011,350 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,234,033 | BOYAmt |
| EOY | $9,533,268 | 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 | $18,813,492 | BOYAmt |
| EOY | $20,893,719 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,634,352 | BOYAmt |
| EOY | $3,009,622 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,447,844 | BOYAmt |
| EOY | $23,903,341 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,681,877 | BOYAmt |
| EOY | $33,436,609 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,425,083 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,028,047 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,367 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,595 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $253,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $15,775 | CurrentTaxYearAmt |
| Total | $364,940 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,595 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $253,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $15,775 | CurrentTaxYearAmt |
| Total | $364,940 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $364,940 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $243,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $193,128 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,891 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $439,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $761,830 | CurrentTaxYearAmt |
| Total | $1,843,635 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,773 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,218 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,717 | CurrentTaxYearAmt |
| Total | $23,276 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,231,851 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $427,648 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.16350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.18990 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE ORGANIZATION HAS BEEN IN A PERIOD OF TRANSITION. AS SUCH, THE ORGANIZATION HAS DETERMINED THAT TO MAINTAIN STATUS AS A PUBLIC CHARITY, THE ORGANIZATION MUST COMPLETE THE PART II SUPPORT TEST. THE ORGANIZATION, WHILE FALLING BELOW THE 33 1/3 SUPPORT TEST, BELIEVES THAT IT MEETS THE FACTS AND CIRCUMSTANCES FOR THE FOLLOWING REASONS:1. DURING 2024, THE ORGANIZATION PURCHASED TWO ASSISTED LIVING FACILITIES WHICH BEGAN GENERATING PROGRAM REVENUE FOR THE ORGANIZATION LATE IN 2024. THE ORGANIZATION EXPECTS REVENUES TO INCREASE DURING 2025 INCREASING ITS OVERALL PUBLIC SUPPORT.2. THE ORGANIZATION'S BOARD IS COMPRISED OF INDEPENDENT BOARD MEMBERS THAT REPRESENT A BROAD SPECTRUM OF THE COMMUNITY. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2020 AMOUNT: $ 9,773. 2021 AMOUNT: $ 3,841. 2022 AMOUNT: $ 3,727. 2023 AMOUNT: $ 3,218. 2024 AMOUNT: $ 2,717. | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,611,032 | BeginningYearBalanceAmt |
| Contributions | $200 | ContributionsAmt |
| Investment Earnings Or Losses | $547,582 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $160,921 | OtherExpendituresAmt |
| Administrative Expenses | $13,958 | AdministrativeExpensesAmt |
| End Year Balance | $2,983,935 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,005,301 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $617,380 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $11,649 | AdministrativeExpensesAmt |
| End Year Balance | $2,611,032 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,654,198 | BeginningYearBalanceAmt |
| Contributions | $140 | ContributionsAmt |
| Investment Earnings Or Losses | -$491,173 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $147,229 | OtherExpendituresAmt |
| Administrative Expenses | $10,635 | AdministrativeExpensesAmt |
| End Year Balance | $2,005,301 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,292,788 | BeginningYearBalanceAmt |
| Contributions | $4,935 | ContributionsAmt |
| Investment Earnings Or Losses | $496,680 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $127,770 | OtherExpendituresAmt |
| Administrative Expenses | $12,435 | AdministrativeExpensesAmt |
| End Year Balance | $2,654,198 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,026,437 | BeginningYearBalanceAmt |
| Contributions | $4,495 | ContributionsAmt |
| Investment Earnings Or Losses | $387,374 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $109,415 | OtherExpendituresAmt |
| Administrative Expenses | $16,103 | AdministrativeExpensesAmt |
| End Year Balance | $2,292,788 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.30867 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.69133 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,439,927 | OtherCostOrOtherBasisAmt |
| Book Value | $5,439,927 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,522,761 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,140 | DepreciationAmt |
| Book Value | $10,491,621 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $432,582 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,522 | DepreciationAmt |
| Book Value | $365,060 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,098 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,825 | DepreciationAmt |
| Book Value | $20,273 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,316,881 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE SUPPORT FOR THE ORGANIZATION'S MISSION. |
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS IN ACCORDANCE WITH THE INCOME TAX STANDARD. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN F SHEA | ||||||||||||||
| PRESIDENT & CEO | $183,249 | $0 | $4,000 | $0 | $0 | $0 | $0 | $0 | $18,751 | $0 | $206,000 | $0 | $0 | $0 |
| ERIK STULLER | ||||||||||||||
| CFO | $167,591 | $0 | $4,000 | $0 | $0 | $0 | $0 | $0 | $2,233 | $0 | $173,824 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE PERSONNEL COMMITTEE RECOMMENDS THE ANNUAL SALARY AMOUNT OF THE CEO ANDGUIDES ARE USED AS A GUIDE BY THE COMMITTEE. THE REVIEW TAKES PLACE DIRECTORS IN DECEMBER FOR APPROVAL. CFO TO THE BOARD OF DIRECTORS ANNUALLY. PUBLISHED INDUSTRY COMPENSATION ANNUALLY, AND THE INFORMATION IS PRESENTED BY THE COMMITTEE TO THE BOARD OF DIRECTORS IN DECEMBER FOR APPROVAL. |
| PART I, LINE 7 | THE BOARD VOTED TO AWARD A $4,000 BONUS TO THE FOUR EMPLOYEES WHO HAD BEEN EMPLYED BY THE ORGANIZATION CONTINUOUSLY SINCE BEFORE 2016 IN APPRECIATION FOR FACILITATING THE PURCHASE OF HART HERITAGE FACILITIES IN DECEMBER, 2024. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH SNEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $207,364 | TransactionAmt |
| Transaction | FEES PAID FOR LEGAL SERVICES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE CONSISTS OF ACTIVE BOARD MEMBERS AND ACTS ON BEHALF OF THE GOVERNING BOARD OCCASIONALLY WHEN DELEGATED TO DO SO BY THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | JOSEPH SNEE, PATTI DRESHER, PAUL THOMPSON, TOM FIDLER, AND SCOTT ELLIOTT HAVE BUSINESS RELATIONSHIPS OR SERVE ON OTHER BOARDS TOGETHER. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE CFO AND THE TREASURER. A COPY IS PROVIDED TO THE ENTIRE GOVERNING BODY PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, PRINCIPAL OFFICER OR MEMBER OF A BOARD COMMITTEE OF PHM SHALL SUBMIT AN INITIAL STATEMENT DISCLOSING ANY POTENTIAL OR EXISTING CONFLICT OF INTEREST PRIOR TO STARTING HIS OR HER POSITION(S) WITH PHM. ALL INTERESTED PERSONS SHALL ALSO SUBMIT AN ANNUAL STATEMENT DISCLOSING ANY POTENTIAL OR EXISTING CONFLICTS OF INTEREST. SUCH STATEMENTS SHALL BE SUBMITTED TO THE BOARD. THE BOARD OR COMMITTEE THEREOF TO WHICH AN INTERESTED PERSON DISCLOSES A POTENTIAL CONFLICT OF INTEREST SHALL THEREUPON DETERMINE, BY MAJORITY VOTE, WHETHER THE DISCLOSURE DEMONSTRATES THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT OF INTEREST IS KNOWN OR DEEMED TO EXIST AFTER DISCLOSURE, THE BOARD OR THE COMMITTEE REVIEWING THE MATTER SHALL NOT APPROVE ANY TRANSACTION WITH A PARTY WHERE A CONFLICT OF INTEREST IS DEEMED TO EXIST WITH SUCH PARTY UNLESS IT HAS DETERMINED THAT (I) ENTERING INTO SUCH TRANSACTION WITH THE PARTY IS IN THE BEST INTERESTS OF PHM, (II) THE TRANSACTION IS FAIR AND REASONABLE TO PHM, AND (III) A MORE ADVANTAGEOUS TRANSACTION CANNOT BE OBTAINED UNDER THE CIRCUMSTANCES. ADDITIONALLY, ANY ACTION REQUIRED TO AVOID IMPOSITION OF AN EXCISE TAX UNDER INTERNAL REVENUE CODE SECTION 4958 SHALL BE TAKEN BY THE BOARD OR COMMITTEE CONSIDERING SUCH TRANSACTION. IN THE EVENT AN INTERESTED PERSON FAILS TO COMPLY WITH THE LETTER AND SPIRIT OF THIS POLICY, THE APPROPRIATE BOARD MAY TAKE CORRECTIVE ACTION AGAINST SUCH PERSON. IN THE EVENT THAT A FORMAL REPRIMAND, OR IN AN EXTREME CASE, THE REMOVAL OF SUCH PERSON FROM HIS OR HER POSITION(S), IS PROPOSED, SUCH RECOMMENDATION MUST BE PRESENTED WITH SUPPORTING DOCUMENTATION. THE INTERESTED PERSON INVOLVED SHALL BE GIVEN AN OPPORTUNITY TO BE HEARD PRIOR TO THE BOARD'S FINAL DECISION ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL COMMITTEE RECOMMENDS THE ANNUAL SALARY AMOUNT OF THE CEO AND CFO TO THE BOARD OF DIRECTORS ANNUALLY. PUBLISHED INDUSTRY COMPENSATION GUIDES ARE USED AS A GUIDE BY THE COMMITTEE. THE REVIEW TAKES PLACE ANNUALLY, AND THE INFORMATION IS PRESENTED BY THE COMMITTEE TO THE BOARD OF DIRECTORS IN DECEMBER FOR APPROVAL. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 2,367. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAR-GO RIDES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 159 | AddressLine1Txt |
| City | FOREST HILL | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 991944673 | EIN |
| Primary Activities | SENIOR TRANSPORTATION | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Total Income | $12,100 | TotalIncomeAmt |
| End Of Year Assets | $11,656 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESBYTERIAN HOME OF MARYLAND INC | BusinessNameLine1Txt |