STRATEGY STUDIO / PUBLIC DATA EXPLORER

KENNEDY INSTITUTE HOUSING CORPORATION II: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KENNEDY INSTITUTE HOUSING CORPORATION II (EIN 03-0406267)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-04-21
IRS object ID
202641119349300844
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-21T12:36:59-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331374517PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1245 PARK AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10167ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN030406267EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KENNEDY INSTITUTE HOUSING CORPORATION IIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKENNBusinessNameControlTxt
Phone2022812700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 BUCHANAN ST NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonREGINALD R GREGORYPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone2022812700PhoneNum
Signature2026-04-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARRETT M HIGGINSPreparerPersonNm
PTINP00543209PTIN
Phone2122862600PhoneNum
Preparation2026-04-21PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES J MALLOYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 BUCHANAN ST NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20017ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$165,309GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTO PROVIDE AFFORDABLE HOUSING TO PERSONS WITH DISABILITIES.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$108,157PYContributionsGrantsAmt
CY Contributions Grants$112,990CYContributionsGrantsAmt
PY Program Service Revenue$50,378PYProgramServiceRevenueAmt
CY Program Service Revenue$52,261CYProgramServiceRevenueAmt
PY Investment Income$128PYInvestmentIncomeAmt
CY Investment Income$58CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$158,663PYTotalRevenueAmt
CY Total Revenue$165,309CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$212,691PYOtherExpensesAmt
CY Other Expenses$214,966CYOtherExpensesAmt
PY Total Expenses$212,691PYTotalExpensesAmt
CY Total Expenses$214,966CYTotalExpensesAmt
PY Revenues Less Expenses-$54,028PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$49,657CYRevenuesLessExpensesAmt
Total Assets BOY$917,689TotalAssetsBOYAmt
Total Assets EOY$889,491TotalAssetsEOYAmt
Total Liabilities BOY$1,782,436TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,803,895TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$864,747NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$914,404NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED UNDER SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$167,929ExpenseAmt
Grant$0GrantAmt
Revenue$52,261RevenueAmt
DescKENNEDY INSTITUTE HOUSING CORPORATION II WAS ORGANIZED ON JULY 19, 2001 UNDER THE PROVISIONS OF THE DISTRICT OF COLUMBIA FOR THE PURPOSE OF CONSTRUCTING AND OPERATING HOUSING AND RELATED FACILITIES FOR PERSONS WITH DISABILITIES. THE ENTITY WAS FINANCED THROUGH THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT ("HUD") UNDER SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT AND CONSISTS OF 12 UNITS. SUCH ENTITIES ARE REGULATED BY HUD AS TO RENT CHARGES AND OPERATING METHODS.Desc
Total Program Service Expenses$167,929TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document9IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing Body0MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonL HAYES ASSOCIATES INCPersonNm
Phone3019826207PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15010 SUNNYSIDE AVENUE SUITE 312AddressLine1Txt
CityBELTSVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20705ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
DAVE DILUIGI
CHAIRMAN0.202.80Yes (X)$0$0$0
CAITLIN CHALKE
VICE CHAIRMAN0.202.80Yes (X)$0$0$0
GEOFF GONELLA
DIRECTOR0.101.90Yes (X)$0$0$0
ELIZABETH HEWLETT
DIRECTOR0.101.90Yes (X)$0$0$0
KRISTEN HOHMAN
DIRECTOR0.101.90Yes (X)$0$0$0
MARK LEE
DIRECTOR0.101.90Yes (X)$0$0$0
ELIZABETH MEERS
DIRECTOR0.101.90Yes (X)$0$0$0
BISHOP EVELIO MENJIVAR-AYALA
DIRECTOR0.101.90Yes (X)$0$0$0
STEFANIE MORGAN-DAVIS
DIRECTOR0.101.90Yes (X)$0$0$0
CLARK PASTRICK
DIRECTOR0.101.90Yes (X)$0$0$0
GREGORY PROCTOR
DIRECTOR0.101.90Yes (X)$0$0$0
EDDIE QUINN
DIRECTOR0.101.90Yes (X)$0$0$0
JOHN SHOOSHAN
DIRECTOR0.101.90Yes (X)$0$0$0
MICHAEL WILLIAMS
DIRECTOR0.101.90Yes (X)$0$0$0
JAMES J MALLOY
PRESIDENT & CEO1.0039.00$0$405,538$32,515Yes (X)
PATRICK DUNNE
CHIEF OPERATING OFFICER1.0039.00$0$330,518$30,624Yes (X)
MARY JANE MORROW
CHIEF FINANCIAL OFFICER1.0039.00$0$208,550$26,463Yes (X)
JOAN FOWLER BROWN
CHIEF OF STAFF1.0039.00$0$134,250$47,703Yes (X)
ELIZABETH R GORMAN
CHIEF DEVELOPMENT OFFICER1.0039.00$0$189,810$15,725Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,268,666TotReportableCompRltdOrgAmt
Total Other Compensation$153,030TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$6,922RelatedOrganizationsAmt
Government Grants$106,068GovernmentGrantsAmt
Total Contributions$112,990TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FACILITY FEES531110$30,450$30,450
RENTAL INCOME531110$21,811$21,811
FieldValueIRS element (for citing)
Total Program Service Revenue$52,261TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$58TotalRevenueColumnAmt
Exclusion$58ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$165,309TotalRevenueColumnAmt
Related Or Exempt Func Income$52,261RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$58ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$13,046TotalAmt
Management And General$13,046ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,490TotalAmt
Management And General$23,490ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$75,863TotalAmt
Program Services$73,631ProgramServicesAmt
Management And General$2,232ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$63TotalAmt
Management And General$63ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,826TotalAmt
Management And General$7,826ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$30,064TotalAmt
Program Services$30,064ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$37,065TotalAmt
Program Services$37,065ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
OUTSOURCED STAFF$25,494$25,494
REPAIRS AND MAINTENANCE$1,675$1,675
OTHER ADMINISTRATIVE$380$380

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$214,966TotalAmt
Program Services$167,929ProgramServicesAmt
Management And General$47,037ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,802BOYAmt
EOY$1,240EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$77,736BOYAmt
EOY$87,184EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$35BOYAmt
EOY$1EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,466,143LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$667,572LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$835,636BOYAmt
EOY$798,571EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,480BOYAmt
EOY$2,495EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$917,689BOYAmt
EOY$889,491EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$14,811BOYAmt
EOY$35,484EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$1,411BOYAmt
EOY$2,197EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,225,200BOYAmt
EOY$1,225,200EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$541,014BOYAmt
EOY$541,014EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,782,436BOYAmt
EOY$1,803,895EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$864,747BOYAmt
EOY-$914,404EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$864,747BOYAmt
EOY-$914,404EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$917,689BOYAmt
EOY$889,491EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$49,657ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$113,917CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$116,558CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$118,919CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$108,157CurrentTaxYearMinus1YearAmt
Current Tax Year$112,990CurrentTaxYearAmt
Total$570,541TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$61,884CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,248CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,978CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,378CurrentTaxYearMinus1YearAmt
Current Tax Year$52,261CurrentTaxYearAmt
Total$272,749TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$175,801CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$174,806CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$168,897CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$158,535CurrentTaxYearMinus1YearAmt
Current Tax Year$165,251CurrentTaxYearAmt
Total$843,290TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$843,290PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$112CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$128CurrentTaxYearMinus1YearAmt
Current Tax Year$58CurrentTaxYearAmt
Total$322TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$112CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$128CurrentTaxYearMinus1YearAmt
Current Tax Year$58CurrentTaxYearAmt
Total$322TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$175,813CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$174,818CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$169,009CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$158,663CurrentTaxYearMinus1YearAmt
Current Tax Year$165,309CurrentTaxYearAmt
Total$843,612TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99960PublicSupportCY509Pct
Public Support PY5090.99970PublicSupportPY509Pct
Investment Income CY0.00040InvestmentIncomeCYPct
Investment Income PY0.00030InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

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

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$210,000OtherCostOrOtherBasisAmt
Book Value$210,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,247,132OtherCostOrOtherBasisAmt
Depreciation$658,561DepreciationAmt
Book Value$588,571BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,011OtherCostOrOtherBasisAmt
Depreciation$9,011DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$798,571TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED ORGANIZATIONDesc
Amt$541,014Amt
FieldValueIRS element (for citing)
Total Liability$541,014TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$165,309TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$165,309RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$165,309TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$214,966TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$214,966ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$214,966TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:TENANT SECURITY DEPOSITS HELD IN ACCORDANCE WITH FEDERAL AND STATE REQUIREMENTS.
PART X, LINE 2:THE ENTITY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ENTITY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ENTITY IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2022.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES J MALLOY
PRESIDENT & CEO$0$405,538$0$0$0$0$0$32,443$0$72$0$438,053$0$0
PATRICK DUNNE
CHIEF OPERATING OFFICER$0$330,518$0$0$0$0$0$26,582$0$4,042$0$361,142$0$0
MARY JANE MORROW
CHIEF FINANCIAL OFFICER$0$208,550$0$0$0$0$0$16,898$0$9,565$0$235,013$0$0
ELIZABETH R GORMAN
CHIEF DEVELOPMENT OFFICER$0$189,810$0$0$0$0$0$15,187$0$538$0$205,535$0$0
JOAN FOWLER BROWN
CHIEF OF STAFF$0$134,250$0$0$0$0$0$26,501$0$21,202$0$181,953$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE PRESIDENT & CEO'S COMPENSATION IS DETERMINED AND APPROVED BY THE BOARD OF THE CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, A RELATED ORGANIZATION. THE ORGANIZATION DOES NOT PAY ITS PRESIDENT & CEO. THE COMPENSATION PROCESS PERFORMED BY A RELATED ORGANIZATION, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, IS AS FOLLOWS: JAMES J. MALLOY IS PAID AT THE MARKET RATE CONSISTENT WITH PRESIDENT & CEO'S OF SIMILAR NON-PROFIT SOCIAL SERVICES AGENCIES. THE BOARD ESTABLISHED HIS INITIAL COMPENSATION BASED ON A NATIONAL SEARCH FOR A PRESIDENT & CEO AND THE RECOMMENDATIONS OF THE CONSULTANTS ENGAGED TO ASSIST IN THE RECRUITMENT AND HIRING OF A PRESIDENT & CEO. ANY CHANGES TO PRESIDENT & CEO COMPENSATION, OTHER THAN A COST-OF-LIVING ADJUSTMENT AT THE SAME RATE AS MOST OF THE EMPLOYEES OF THE AGENCY, WOULD BE REVIEWED AND APPROVED BY THE BOARD.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE ORGANIZATION IS MANAGED BY L. HAYES & ASSOCIATES, INC., PURSUANT TO A MANAGEMENT AGREEMENT APPROVED BY HUD., THE MANAGEMENT FEE IS $87 PER UNIT, PER MONTH, WITH AN ADDITIONAL SPECIAL FEE OF $3.60 PER UNIT, PER MONTH, FOR NONPROFIT OWNER, IN ACCORDANCE WITH THE HUD APPROVED UPDATED PROJECT OWNER'S/MANAGEMENT AGENT'S CERTIFICATION AGREEMENT. MANAGEMENT FEES TOTALING $13,046 WERE INCURRED DURING THE YEAR ENDING JUNE 30, 2025. NONE OF THE ORGANIZATION'S OFFICERS OR DIRECTORS LISTED IN PART VII WERE COMPENSATED BY THE MANAGEMENT COMPANY.
FORM 990, PART VI, SECTION A, LINE 8ANO MEETINGS WERE HELD DURING THE FISCAL YEAR.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION HAD NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY MANAGEMENT AND A COMPLETE COPY OF THE RETURN IS PROVIDED TO THE FINANCE, AUDIT, AND COMPLIANCE COMMITTEE PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, THE FINANCIAL STATEMENTS ARE FILED WITH THE U.S. OFFICE OF MANAGEMENT AND BUDGET UNDER THE UNIFORM GUIDANCE REQUIREMENTS.
FORM 990, PART IX, LINE 11GREPAIRS & MAINTENANCE SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 73,631. MANAGEMENT AND GENERAL EXPENSES 2,232. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,863.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
ARCHDIOCESE OF WASHINGTON
5001 EASTERN AVENUEHYATTSVILLEMD20782521214001RELIGIOUSDC501(C)(3)LINE 1N/A0
ANCHOR HOUSING CORPORATION
924 G STREET NWWASHINGTONDC20001521181447PROVIDING AFFORDABLE HOUSING TO PERSONS IN NEEDDC501(C)(3)LINE 100ARCHDIOCESE OF WASHINGTON
ANCHOR MENTAL HEALTH ASSOCIATION INC
924 G STREET NWWASHINGTONDC20001520824835PROVIDING COMPREHENSIVE HUMAN SERVICES TO PERSONS IN NEEDDC501(C)(3)LINE 100ARCHDIOCESE OF WASHINGTON
CATHOLIC CHARTIES OF THE ARCHDIOCESE OF WASHINGTON
924 G STREET NWWASHINGTONDC20001530196524PROVIDING COMPREHENSIVE HUMAN SERVICES TO PERSONS IN NEEDDC501(C)(3)LINE 70ARCHDIOCESE OF WASHINGTON
CATHOLIC CHARITIES FOUNDATION OF THE ARCHDIOCESE OF WASHINGTON
924 G STREET NWWASHINGTONDC20001020671101MANAGES THE ENDOWMENT AND PROVIDES SUPPORT TO CATHOLIC CHARITIESDC501(C)(3)LINE 12A, I0ARCHDIOCESE OF WASHINGTON
KENNEDY INSTITUTE HOUSING CORPORATION
801 BUCHANAN ST NEWASHINGTONDC20017521910220PROVIDING AFFORDABLE HOUSING TO PERSONS WITH MENTAL DISABILITIESDC501(C)(3)LINE 100ARCHDIOCESE OF WASHINGTON
LT JOSEPH P KENNEDY INSTITUTE
924 G STREET NWWASHINGTONDC20001530258035PROVIDING COMPREHENSIVE HUMAN SERVICES TO PERSONS IN NEEDDC501(C)(3)LINE 100ARCHDIOCESE OF WASHINGTON
SPANISH CATHOLIC CENTER INC
924 G STREET NWWASHINGTONDC20001520980905PROVIDING SOCIAL SERVICES TO THE HISPANIC COMMUNITYDC501(C)(3)LINE 70ARCHDIOCESE OF WASHINGTON
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd