2026-05-04T12:20:51-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 521056690 BROADMEAD INC BROA 4435788001 13801 YORK ROAD COCKEYSVILLE MD 210301825 JENNIFER SCHILPP TREASURER/CFO 4435788001 2026-05-04 1 1 KERRI N BOGDA P00760402 7177404863 2026-05-04 2024 2025-03-06 01:10:19Z JENNIFER SCHILPP 13801 YORK ROAD COCKEYSVILLE MD 210301825 86150291 0 X WWW.BROADMEAD.ORG X 1976 MD PROVIDE HOUSING, NURSING, MEALS, MEDICAL AND SOCIAL CARE, AND CULTURAL ACTIVITIES FOR THE ELDERLY. 15 15 478 55 0 0 180623 410461 38566425 40548961 3399789 9184535 901050 1435053 43047887 51579010 347249 439988 0 0 18785566 20595938 0 0 230333 20181230 21694945 39314045 42730871 3733842 8848139 216082681 224960796 135617367 135361422 80465314 89599374 X TO FOSTER INDEPENDENCE, GROWTH AND OPPORTUNITIES IN ELDERHOOD BY SUPPORTING A DYNAMIC COMMUNITY, PROVIDING EXCEPTIONAL HEALTH SERVICES, DEVELOPING COLLABORATIVE RELATIONSHIPS AND UPHOLDING QUAKER VALUES. 0 0 31480161 439988 40004894 CONTINUING CARE RETIREMENT COMMUNITY PROGRAM: THERE ARE THREE LEVELS OF CARE CONSISTING OF INDEPENDENT LIVING, ASSISTED LIVING, AND SKILLED NURSING.INDEPENDENT LIVING: TO PROVIDE COMPREHENSIVE, INDEPENDENT LIVING SERVICES FOR AGING PEOPLE, INCLUDING MEDICAL, DIETARY, SOCIAL, AND HOUSEKEEPING SERVICES FOR RESIDENTS. BROADMEAD HAD APPROXIMATELY 137,916 INDEPENDENT LIVING CENSUS DAYS DURING THE FISCAL YEAR ENDED JUNE 30, 2025.(CONTINUED ON SCHEDULE O.) ASSISTED LIVING: TO PROVIDE AN INTERMEDIATE LEVEL OF CARE WHEN RESIDENTS NEED HELP WITH SOME ACTIVITIES OF DAILY LIVING, BUT DO NOT REQUIRE 24 HOUR SKILLED NURSING CARE, THAT ENCOURAGES RESIDENTS TO FUNCTION AT THEIR HIGHEST LEVEL OF INDEPENDENCE. BROADMEAD HAD APPROXIMATELY 12,688 ASSISTED LIVING CENSUS DAYS DURING THE FISCAL YEAR ENDED JUNE 30, 2025. SKILLED NURSING:TO PROVIDE QUALITY NURSING CARE IN A COMFORTABLE HEALTH CARE CENTER. THIS LEVEL OF CARE IS AVAILABLE ON BOTH A LONG TERM AND SHORT TERM BASIS AND PROVIDES FOR 24 HOUR SKILLED NURSING CARE. BROADMEAD HAD APPROXIMATELY 12,690 HEALTH CARE CENTER CENSUS DAYS DURING THE FISCAL YEAR ENDED JUNE 30, 2025. 527894 0 544067 RESIDENTIAL SERVICES AGENCY LICENSED BY THE STATE OF MARYLAND. 32008055 1 1 0 1 0 0 1 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 153 0 478 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X JENNIFER SCHILPP 4105271900 13801 YORK ROAD COCKEYSVILLE MD 210301825 KERENSA ZIMMERMAN CHAIRPERSON 1.00 0.00 X X 0 0 0 ROBERT WHITE VICE CHAIR (UNTIL 10/24) 1.00 0.00 X X 0 0 0 WILLIAM BREAKEY RECORDING CLERK 1.00 0.00 X X 0 0 0 JEFFREY ASH TRUSTEE 1.00 0.00 X 0 0 0 CAROL CURROTTO TRUSTEE 1.00 0.00 X 0 0 0 DARREN LACEY TRUSTEE 1.00 0.00 X 0 0 0 ANITA LANGFORD TRUSTEE 1.00 0.00 X 0 0 0 JACKIE MINTZ TRUSTEE 1.00 0.00 X 0 0 0 DENNIS O'SHEA TRUSTEE/VICE CHAIR (AS OF 10/24) 1.00 0.00 X 0 0 0 DAVID PRUITT TRUSTEE 1.00 0.00 X 0 0 0 LARRY REID TRUSTEE 1.00 0.00 X 0 0 0 STEVE RIVES TRUSTEE 1.00 0.00 X 0 0 0 STEPHANIE SCHARPF TRUSTEE 1.00 0.00 X 0 0 0 GLEN TIPTON TRUSTEE 1.00 0.00 X 0 0 0 JASON FRANK TRUSTEE 1.00 0.00 X 0 0 0 JAY PRINCE PRESIDENT/CEO (FROM 10/24) 38.00 2.00 X 97904 0 0 ROBIN SOMERS PRESIDENT/CEO (UNTIL 09/24) 38.00 2.00 X 409881 0 20896 JENNIFER SCHILPP TREASURER/CFO 38.00 2.00 X 388606 0 17821 KRISTY KRUEGER VP OF SALES & MARKETING 40.00 0.00 X 294003 0 17790 YOLANDA JOHNSON CHIEF OPERATING OFFICER 40.00 0.00 X 286490 0 17821 ANN PATTERSON VP OF HEALTH SERVICES 40.00 0.00 X 259496 0 18807 JOYCE MALONE VP OF FACILITIES 40.00 0.00 X 184526 0 17867 GINA MATHIAS VP OF SUSTAINABILITY 40.00 0.00 X 206573 0 4135 ELEANOR LANDAUER VP OF ADVANCEMENT/COMMUNIC 40.00 0.00 X 202350 0 6213 GEORGE PATTEE DIRECTOR OF BUSINESS INTELLIGENCE 40.00 0.00 X 130554 0 28976 ALISON SINCLAIR REGISTERED NURSE 40.00 0.00 X 137813 0 25507 DANIEL HALL DIRECTOR OF DINING 40.00 0.00 X 129202 0 20672 CHARLINE VINSON RN SUPERVISOR 40.00 0.00 X 134778 0 12943 ROSETTA ANDERSON REGISTERED NURSE 40.00 0.00 X 138242 0 769 3000418 0 210217 35 0 1 0 WOHLSEN CONSTRUCTION COMPANY PO BOX 4612 LANCASTER PA 17604 CONSTRUCTION SERVICES 3463186 WARFEL CONSTRUCTION COMPANY 1110 ENTERPRISE ROAD EAST PETERSBURG PA 17520 CONSTRUCTION SERVICES 2216244 FUNCTIONAL PATHWAYS OF TENNESSEE 10133 SHERRILL BLVD SUITE 200 KNOXVILLE TN 37932 THERAPY & REHAB SERVICES 887861 RUPPERT LANDSCAPE LLC 23601 LAYTONSVILLE ROAD LAYTONSVILLE MD 20882 LANDSCAPING SERVICES 322250 DEFFET GROUP INC 7801 MARYSVILLE ROAD OSTRANDER OH 43061 CONSULTING SERVICES 216107 30 410461 410461 RESIDENT CARE SERVICES 623000 27737227 27737227 AMORTIZATION OF ENTRANCE FEES 623000 8737036 8737036 MEDICAL REVENUE 623000 3517950 3517950 RESIDENTIAL SERVICES AGENCY 623000 544067 544067 COMMUNITY FOR LIFE PROGRAM 623000 12681 12681 40548961 2043969 2043969 241731 241731 27162 518 26644 26644 26644 41464459 5139 34570763 0 6893696 5139 6898835 6898835 INSURANCE REFUND - PEACE CHURCH 900099 488742 488742 DINING SERVICES 900099 313175 313175 BEAUTY SHOP 900099 129126 129126 477366 477366 1408409 51579010 40548961 0 10619588 68127 68127 371861 371861 2338626 23386 2106903 208337 14844790 14142250 702540 279905 255792 24113 1856118 1524273 331629 216 1276499 1085811 177147 13541 248401 248401 65005 65005 300 300 179250 179250 1890949 639441 1251508 340353 32371 307982 44346 1927 41444 975 1377186 776194 600992 1774831 1648969 125862 94095 26381 67714 362 362 2616105 2317193 291792 7120 7012213 6311506 700707 713730 665205 48525 FOOD/DINING 2331096 2331096 REPAIRS AND MAINTENANCE 693271 693271 DEPARTMENT SUPPLIES 673981 673981 OTHER OPERATING EXPENSE 520604 0 520460 144 1118867 749754 369113 42730871 32008055 10492483 230333 2130055 1396532 0 1690349 2460281 105747 110727 309486 512975 193760999 77858834 115449890 115902165 82002920 89598076 13883588 14487309 510646 492731 216082681 224960796 2945746 2752172 41761888 57772946 61037801 59727781 29871932 15108523 135617367 135361422 X 58760750 66232277 21704564 23367097 80465314 89599374 216082681 224960796 8848139 285921 0 X 0 1 X 1 0 X 636124 2957305 127235 180623 410461 4311748 28861742 32289653 34561354 38566425 40548961 174828135 877879 536323 674607 845269 896282 3830360 30375745 35783281 35363196 39592317 41855704 182970243 9303 12260 13698 30111 38006 103378 0 9303 12260 13698 30111 38006 103378 182866865 1881342 1713720 1637778 1566053 2313462 9112355 1881342 1713720 1637778 1566053 2313462 9112355 16500 27900 31170 30300 512127 617997 32273587 37524901 37032144 41188670 44681293 192700595 0.94900 0.94970 0.04730 0.04920 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: APPLICATION FEES - 2020 AMOUNT: $ 16,500. 2021 AMOUNT: $ 27,900. 2022 AMOUNT: $ 31,170. 2023 AMOUNT: $ 30,300. 2024 AMOUNT: $ 22,500. CREDIT CARD AND OTHER REBATES - 2024 AMOUNT: $ 2,318. LATE FEES - 2024 AMOUNT: $ 2,685. MISC REVENUE - 2024 AMOUNT: $ 484,624. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 300 300 0 PART II-B, LINE 1: BROADMEAD INC PAID MEMBERSHIP DUES TO LEADING AGE OF MD OF $10,503, OF WHICH AN ESTIMATED 1.4% OR $147 WENT TOWARDS LOBBYING ACTIVITY. BROADMEAD INC PAID MEMBERSHIP DUES TO LEADING AGE NATIONAL OF $9,900, OF WHICH AN ESTIMATED 1.54% OR $153 WENT TOWARDS LOBBYING ACTIVITY. X 3 37.00 1 1 1 1 7448055 800 740234 160877 8028212 2084715 822844 4882310 341814 7448055 29643107 2942434 3671799 336639 35920701 29635094 5383298 -5302027 73258 29643107 21490057 7059258 4446019 3360240 29635094 0.00000 0.48060 0.51940 0 0 1590974 1590974 171000615 64872558 106128057 18316157 12448427 5867730 2853253 537849 2315404 115902165 ALTERNATIVE INVESTMENTS 14220629 F CAPTIVE INSURANCE PROGRAM 266680 C 14487309 DEPOSITS FROM PROSPECTIVE RESIDENTS 3394956 REFUNDABLE ENTRANCE FEES 11713567 15108523 X PART II, LINE 9: THE ORGANIZATION DOES NOT REPORT CONSERVATION EASEMENTS IN THE FINANCIAL STATEMENTS BECAUSE THEY ARE IMMATERIAL. PART V, LINE 4: INCOME FROM THE PERMANENT ENDOWMENT FUNDS ARE USED TO SUPPORT THE BRUCK FUND AND GUYTON FUND ACTIVITIES. UNRESTRICTED AND TEMPORARY RESTRICTED ENDOWMENT FUNDS ARE USED TO SUPPORT THE MISSION OF THE ORGANIZATION. FOR FYE 6/30/24, UNDER ADVISEMENT OF LEGAL COUNSEL, THE CORPORATION DETERMINED THAT FUNDING PREVIOUSLY LISTED AS ENDOWMENTS WERE TO BE REDESIGNATED AND ARE NO LONGER QUALIFIED AS ENDOWMENTS FOR FISCAL YEAR 2024. THIS AMOUNT IS $33,835,986 AND WAS ADJUSTED FOR IN LINE 1A OF THE PRIOR YEAR COLUMN. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE CORPORATION TO EVALUATE TAX POSITIONS TAKEN BY THE HOME AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE CORPORATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). THE CORPORATION HAS CONCLUDED THAT AS OF JUNE 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 696358 NORTH AMERICA - CANADA & MEXICO 0 0 INVESTMENTS 536199 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA 0 0 INVESTMENTS 81624 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 INVESTMENTS 92375 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 INVESTMENTS 35698 0 0 0 0 0 0 1442254 0 1442254 0 0 1 0 0 0 PART IV, FOREIGN FORMS, LINE 3 AS PART OF THE ORGANIZATION'S INVESTMENT PORTFOLIO, THERE MAY BE DIRECT OR INDIRECT OWNERSHIP INTERESTS IN FOREIGN CORPORATIONS. THE ORGANIZATION'S INTEREST DO NOT INCLUDE ACTIVITY OR AN OWNERSHIP INTEREST THAT REQUIRES THE FILING OF FORM 926 OR FORM 5471 IN THIS FISCAL YEAR. 1 BROADMEAD RESIDENT ASSOCIATION 13801 YORK ROAD COCKEYSVILLE MD 210301825 521255281 501(C)(3) 68127 0 TO ASSIST WITH OPERATIONS OF BROADMEAD RESIDENT ASSOCIATION 1 0 GRANTS TO RESIDENTS FOR MONTHLY FEES 7 228869 SCHOLARSHIP ASSISTANCE 26 138792 STUDENT LOAN ASSISTANCE 6 4200 PART I, LINE 2: GRANTS TO RESIDENTS FOR MONTHLY FEES: APPLICATIONS ARE SUBMITTED TO THE CFO AND ARE EVALUATED ON AN INDIVIDUAL BASIS. AFTER APPROVAL BY THE CFO, APPLICATIONS ARE SUBMITTED TO THE CEO FOR REVIEW AND COMMENT. THE CEO THEN SUBMITS THE APPLICATIONS TO THE BROADMEAD RESIDENTS ASSISTANCE FUND (BRAF) COUNCIL FOR FINAL APPROVAL. PERIODIC REVIEWS ARE PERFORMED TO REVIEW THE FINANCIAL STATUS OF EACH RECIPIENT OF BRAF ASSISTANCE. THE BRAF COUNCIL SHALL BE ASKED FOR APPROVAL OF ANY SIGNIFICANT CHANGE IN THE AMOUNT OF ASSISTANCE. REVIEWS SHALL BE MADE AS NEEDED OR AT THE REQUEST OF THE BRAF COUNCIL, BUT AT LEAST ANNUALLY. SCHOLARSHIP ASSISTANCE: THE SCHOLARSHIP ASSISTANCE FUND IS ADMINISTERED BY THE SCHOLARSHIP COUNCIL, CHAIRED BY ELEANOR LANDUAER, THE VP OF ADVANCEMENT AND COMMUNICATION AND COMPRISED OF THREE RESIDENTS, AND RICHARD FINGER, VP OF HUMAN RESOURCES. APPLICATIONS ARE SUBMITTED TO THE COUNCIL FOR REVIEW. WHEN THE COUNCIL DECIDES TO AWARD FUNDS, THE CFO IS NOTIFIED, AND THE MONEY IS SENT DIRECTLY TO THE RECIPIENT'S SCHOOL WHICH HELPS ENSURE PROPER USE OF THE FUNDS. X 0 1 X X X X 0 0 0 0 0 0 0 1 0 ROBIN SOMERS PRESIDENT/CEO (UNTIL 09/24) 292960 0 50000 0 66921 0 11800 0 9096 0 430777 0 0 0 JENNIFER SCHILPP TREASURER/CFO 270147 0 63703 0 54756 0 7422 0 10399 0 406427 0 0 0 KRISTY KRUEGER VP OF SALES & MARKETING 190210 0 84868 0 18925 0 6969 0 10821 0 311793 0 0 0 YOLANDA JOHNSON CHIEF OPERATING OFFICER 232862 0 32225 0 21403 0 7422 0 10399 0 304311 0 0 0 ANN PATTERSON VP OF HEALTH SERVICES 201956 0 23950 0 33590 0 8078 0 10729 0 278303 0 0 0 GINA MATHIAS VP OF SUSTAINABILITY 169542 0 21872 0 15159 0 4090 0 45 0 210708 0 0 0 ELEANOR LANDAUER VP OF ADVANCEMENT/COMMUNIC 167938 0 20741 0 13671 0 6168 0 45 0 208563 0 0 0 JOYCE MALONE VP OF FACILITIES 153915 0 13791 0 16820 0 6203 0 11664 0 202393 0 0 0 ALISON SINCLAIR REGISTERED NURSE 133128 0 4021 0 664 0 5325 0 20182 0 163320 0 0 0 GEORGE PATTEE DIRECTOR OF BUSINESS INTELLIGENCE 124697 0 4726 0 1131 0 4988 0 23988 0 159530 0 0 0 PART I, LINE 1A JAY PRINCE'S AND JENNIFER SCHILPP'S HOUSING ALLOWANCES ARE INCLUDED IN TAXABLE COMPENSATION. PART I, LINE 1B THE HOUSING ALLOWANCE IS A ONE-PERSON AGREEMENT AND IS NOT PROVIDED TO ALL EMPLOYEES. PART I, LINE 7 BONUSES ARE DISCRETIONARY. THE CEO'S BONUS IS DETERMINED AND APPROVED BY THE BOARD. ALL OTHER LISTED PERSONS HAVE THEIR BONUSES APPROVED BY THE CEO AND REVIEWED WITH THE EECC COMMITTEE. DETERMINING FACTORS FOR BONUSES ARE THE EXTENT TO WHICH BROADMEAD ACHIEVES ITS STRATEGIC AND OPERATIONAL PLAN. BOTH FINANCIAL AND NON-FINANCIAL MEASURES ARE CONSIDERED. A MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY 520936091 5742185G4 2018-10-18 79125777 FINANCE EXPANSION/RENOVATION AND REFINANCE 7/14/2010 REVENUE BONDS 0 0 0 A 19000000 79125777 3958000 1503883 73663894 2024 1 0 1 1 A 0 1 0 0 0.00900 0.00000 0.00900 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/31/2023 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THOSE OFFICERS OF THE CORPORATION WHO ARE TRUSTEES AND THREE OTHER TRUSTEES RECOMMENDED BY THE COMMITTEE ON TRUSTEES AND APPROVED BY THE BOARD. THE CHAIR OF THE BOARD IS THE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS AUTHORIZED BY THE BOARD TO CONDUCT ROUTINE TIME-SENSITIVE BUSINESS BETWEEN SCHEDULED MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE IS ALSO AUTHORIZED BY THE BOARD TO ADDRESS ISSUES OF AN EMERGENCY NATURE BETWEEN SCHEDULED MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL REPORT ALL ACTIONS TAKEN AT THE NEXT SCHEDULED MEETING OF THE BOARD. ALL MEMBERS OF THE BOARD SHALL BE GIVEN NOTICE OF THE COMMITTEE'S MEETINGS AT THE SAME TIME AND MANNER IN WHICH NOTICE IS GIVEN TO THE COMMITTEE MEMBERS AND SHALL BE ENTITLED TO ATTEND MEETINGS OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION IS FRIENDS CARE, INC., A MARYLAND NONSTOCK CORPORATION (THE "MEMBER"). FORM 990, PART VI, SECTION A, LINE 7A ALL TRUSTEES SHALL BE APPOINTED AND THE CLASS OF EACH TRUSTEE SHALL BE DETERMINED BY THE MEMBER, PROVIDED, HOWEVER, THAT AT ALL TIMES AT LEAST A MAJORITY OF THE TRUSTEES MUST BE MEMBERS OF THE RELIGIOUS SOCIETY OF FRIENDS. FORM 990, PART VI, SECTION A, LINE 7B ACTION BY THE MEMBER: ANY ACTION REQUIRED OR PERMITTED TO BE TAKEN AT A MEETING OF THE MEMBERSHIP MAY BE APPROVED BY THE MEMBER AT SUCH MEETING OR WITHOUT A MEETING IF A UNANIMOUS WRITTEN CONSENT WHICH SETS FORTH THE ACTIONS IS: (I) SIGNED BY THE MEMBER; AND (II) FILED WITH THE MINUTES OF THE PROCEEDINGS OF THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FORM 990 WAS REVIEWED INITIALLY BY THE TREASURER/CFO AND THE ENTIRE BOARD FOR ACCURACY AND COMPLETENESS. AFTER REVIEW, COMMENTS WERE PROVIDED TO THE INDEPENDENT PREPARER TO MAKE ADJUSTMENTS. ONCE ADJUSTMENTS WERE MADE, A FINALIZED COPY WAS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AS PART OF BROADMEAD'S QUAKER RELIGIOUS TENETS, THE ORGANIZATION DOES NOT USE CHECKLISTS OR REQUIRE SIGNATURES ON CERTAIN DOCUMENTS. THERE IS A VERBAL AND WRITTEN ACKNOWLEDGEMENT OF BOTH INDEPENDENCE AND CONFLICT OF INTEREST ISSUES ANNUALLY, WHICH IS REPORTED TO THE COMMITTEE OF TRUSTEES. TRUSTEES ARE REQUIRED TO REPORT CONFLICTS OF INTEREST OR INDEPENDENCE ISSUES THAT ARISE DURING THE YEAR TO THE COMMITTEE OF TRUSTEES. THE COMMITTEE OF TRUSTEES THEN DETERMINES WHETHER A POTENTIAL CONFLICT IS AN ACTUAL CONFLICT. WHEN A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE INTERESTED PARTY IS NOT PERMITTED TO PARTICIPATE IN DECIDING ON THE MATTER. THIS IS ADDRESSED IN THE ORGANIZATIONS BYLAWS AND THE BOARD'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS USED TO DETERMINE THE CEO'S COMPENSATION IS TO USE AN INDEPENDENT CONSULTANT TO PERIODICALLY REVIEW COMPENSATION FOR SIMILAR EXECUTIVES. THIS INFORMATION IS PROVIDED TO THE EXECUTIVE EVALUATION AND COMPENSATION COMMITTEE, WHICH CONSISTS OF BOARD MEMBERS, AND THEY DETERMINE WHETHER THE CEO'S COMPENSATION IS APPROPRIATE AND RECOMMEND ANY CHANGE FOR THE NEXT FISCAL YEAR TO THE BOARD OF TRUSTEES. THE EXECUTIVE EVALUATION AND COMPENSATION COMMITTEE PRESENTS THEIR COMPENSATION RECOMMENDATION TO THE FULL BOARD THROUGH EXECUTIVE SESSION. THE DELIBERATION AND FINAL DECISION BY THE BOARD OF TRUSTEES ARE TIMELY AND DOCUMENTED IN THE COMMITTEE MINUTES. THE CEO'S COMPENSATION WAS LAST REVIEWED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. QUARTERLY FINANCIAL RESULTS ARE PUBLICLY POSTED IN CONJUNCTION WITH 2018 BOND REQUIREMENTS. FRIENDS CONNECT LLC 13801 YORK ROAD COCKEYSVILLE MD 21030 871699697 OPERATE A RESIDENTIAL SERVICES AGENCY MD 0 0 BROADMEAD INC BROADMEAD COMMUNITY SERVICES LLC 13801 YORK ROAD COCKEYSVILLE MD 21030 824852521 OPERATE A MARYLAND COMMUNITY FOR LIFE PROGRAM MD 0 0 BROADMEAD INC FRIENDS CARE INC 13801 YORK ROAD COCKEYSVILLE MD 21030 522014213 TO CARRY OUT THE PURPOSES OF ITS SUPPORTED ORGANIZATIONS MD 501(C)(3) LINE 12B, II N/A 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0