STRATEGY STUDIO / PUBLIC DATA EXPLORER

AUTUMN PLACE INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
AUTUMN PLACE INC (EIN 52-1743979)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-11
IRS object ID
202611319349305711
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)
Return2026-05-11T16:29:25-05:00ReturnTs
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 Line1500 MAMARONECK AVENUE SUITE 301AddressLine1Txt
CityHARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP105281633ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521743979EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AUTUMN PLACE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAUTUBusinessNameControlTxt
Phone3106620099PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3734AddressLine1Txt
CityFREDERICKCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21705ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKELLY SAVOCAPersonNm
Person TitleSVP & CFOPersonTitleTxt
Phone3106620099PhoneNum
Signature2026-05-11SignatureDt
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 PersonJOSEPH CONNOLLYPreparerPersonNm
PTINP01959750PTIN
Phone9143818900PhoneNum
Preparation2026-05-01PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKELLY SAVOCAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3734AddressLine1Txt
CityFREDERICKCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21705ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$103,053GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTO PROVIDE AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED UNDER SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$55,119PYContributionsGrantsAmt
CY Contributions Grants$56,891CYContributionsGrantsAmt
PY Program Service Revenue$42,040PYProgramServiceRevenueAmt
CY Program Service Revenue$46,141CYProgramServiceRevenueAmt
PY Investment Income$20PYInvestmentIncomeAmt
CY Investment Income$21CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$97,179PYTotalRevenueAmt
CY Total Revenue$103,053CYTotalRevenueAmt
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$147,231PYOtherExpensesAmt
CY Other Expenses$183,863CYOtherExpensesAmt
PY Total Expenses$147,231PYTotalExpensesAmt
CY Total Expenses$183,863CYTotalExpensesAmt
PY Revenues Less Expenses-$50,052PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$80,810CYRevenuesLessExpensesAmt
Total Assets BOY$674,067TotalAssetsBOYAmt
Total Assets EOY$648,400TotalAssetsEOYAmt
Total Liabilities BOY$1,317,322TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,372,465TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$643,255NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$724,065NetAssetsOrFundBalancesEOYAmt
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$121,984ExpenseAmt
Grant$0GrantAmt
Revenue$46,141RevenueAmt
DescPROVIDING 20 UNITS OF AFFORDABLE HOUSING TO PERSONS WITH DISABILITIES. THE ENTITY RECEIVES ASSISTANCE UNDER PROVISION OF SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT.Desc
Total Program Service Expenses$121,984TotalProgramServiceExpensesAmt
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 Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
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 Document3IRPDocumentCnt
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 Members5GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing Body0MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
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

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KELLY SAVOCABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3106620099PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3734AddressLine1Txt
CityFREDERICKCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21705ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DIANE MAISTROS
PRESIDENT1.0040.00Yes (X)Yes (X)$0$269,848$22,953
SARAH NORMAN
CHIEF, COMMUNITY DEV. THRU 8/18/240.258.25Yes (X)Yes (X)$0$192,293$31,784
RICHARD BARR
VICE-PRESIDENT1.0040.00Yes (X)Yes (X)$0$0$0
ERINN SHAW
VICE-PRESIDENT THRU 11/24/240.258.25Yes (X)Yes (X)$0$0$0
MARISA PLUNK
TREASURER0.258.25Yes (X)Yes (X)$0$164,814$35,725
ISSUMI YOUNG
SECRETARY THRU 11/24/240.258.25Yes (X)Yes (X)$0$0$0
JOHN SHIPLEY
DIRECTOR0.258.25Yes (X)$0$0$0
CHARLES FARMER
DIRECTOR0.258.25Yes (X)$0$0$0
KELLY SAVOCA
SVP & CFO0.2540.00Yes (X)$0$708,729$51,357
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,335,684TotReportableCompRltdOrgAmt
Total Other Compensation$141,819TotalOtherCompensationAmt
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
Government Grants$56,891GovernmentGrantsAmt
Total Contributions$56,891TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescRENTAL INCOMEDesc
Business531110BusinessCd
Total Revenue Column$46,141TotalRevenueColumnAmt
Related Or Exempt Func Income$46,141RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$46,141TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$21TotalRevenueColumnAmt
Exclusion$21ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$103,053TotalRevenueColumnAmt
Related Or Exempt Func Income$46,141RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$21ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$15,283TotalAmt
Management And General$15,283ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$13,191TotalAmt
Management And General$13,191ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$48,597TotalAmt
Program Services$48,597ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,863TotalAmt
Management And General$2,863ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$35,934TotalAmt
Program Services$35,934ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$31,328TotalAmt
Program Services$31,328ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
ALLOCATED SALARIES$36,050$5,508$30,542
REPAIRS AND MAINTENANCE$617$617

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$183,863TotalAmt
Program Services$121,984ProgramServicesAmt
Management And General$61,879ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,680BOYAmt
EOY$573EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$210,977BOYAmt
EOY$198,345EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,408BOYAmt
EOY$8,399EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,370,762LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$932,182LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$453,499BOYAmt
EOY$438,580EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,503BOYAmt
EOY$2,503EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$674,067BOYAmt
EOY$648,400EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$63,357BOYAmt
EOY$118,535EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$2,485BOYAmt
EOY$2,450EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,251,480BOYAmt
EOY$1,251,480EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,317,322BOYAmt
EOY$1,372,465EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$643,255BOYAmt
EOY-$724,065EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$643,255BOYAmt
EOY-$724,065EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$674,067BOYAmt
EOY$648,400EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$80,810ReconcilationRevenueExpnssAmt
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)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
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 Minus3 Years$58,495CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,721CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$55,119CurrentTaxYearMinus1YearAmt
Current Tax Year$56,891CurrentTaxYearAmt
Total$224,226TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$102,024CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,465CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,848CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,040CurrentTaxYearMinus1YearAmt
Current Tax Year$46,141CurrentTaxYearAmt
Total$288,518TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$102,024CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$110,960CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$99,569CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$97,159CurrentTaxYearMinus1YearAmt
Current Tax Year$103,032CurrentTaxYearAmt
Total$512,744TotalAmt

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$512,744PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20CurrentTaxYearMinus1YearAmt
Current Tax Year$21CurrentTaxYearAmt
Total$106TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20CurrentTaxYearMinus1YearAmt
Current Tax Year$21CurrentTaxYearAmt
Total$106TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$102,046CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$110,981CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$99,591CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$97,179CurrentTaxYearMinus1YearAmt
Current Tax Year$103,053CurrentTaxYearAmt
Total$512,850TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99980PublicSupportCY509Pct
Public Support PY5090.99980PublicSupportPY509Pct
Investment Income CY0.00020InvestmentIncomeCYPct
Investment Income PY0.00020InvestmentIncomePYPct
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$238,730OtherCostOrOtherBasisAmt
Book Value$238,730BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$900,588OtherCostOrOtherBasisAmt
Depreciation$733,604DepreciationAmt
Book Value$166,984BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$224,201OtherCostOrOtherBasisAmt
Depreciation$191,335DepreciationAmt
Book Value$32,866BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,413OtherCostOrOtherBasisAmt
Depreciation$3,413DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,830OtherCostOrOtherBasisAmt
Depreciation$3,830DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$438,580TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$103,053TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$103,053RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$103,053TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$183,863TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$183,863ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$183,863TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:RESIDENT SECURITY DEPOSITS HELD IN ACCORDANCE WITH REGULATIONS.
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 YEARS PRIOR TO JUNE 30, 2022.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
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 (4 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
KELLY SAVOCA
SVP & CFO$0$553,128$0$128,238$0$27,363$0$48,200$0$3,157$0$760,086$0$0
DIANE MAISTROS
PRESIDENT$0$267,528$0$0$0$2,320$0$9,631$0$13,322$0$292,801$0$0
SARAH NORMAN
CHIEF, COMMUNITY DEV. THRU 8/18/24$0$185,213$0$0$0$7,080$0$1,963$0$29,821$0$224,077$0$0
MARISA PLUNK
TREASURER$0$158,260$0$0$0$6,554$0$5,035$0$30,690$0$200,539$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3A RELATED PARTY, SHEPPARD PRATT HEALTH SYSTEM, INC., COMPENSATES OFFICERS OF THE ORGANIZATION. THE FOLLOWING IS THEIR PROCESS FOR DETERMINING COMPENSATION. SALARIES OF THE CEO AND TOP MANAGEMENT ARE REVIEWED BY THE EMPLOYEE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OF SHEPPARD AND ENOCH PRATT FOUNDATION, INC. THIS COMMITTEE IS COMPRISED OF INDEPENDENT TRUSTEES. THE TRUSTEES REVIEW COMPENSATION FOR REASONABLENESS. THEY USE COMPARATIVE INDUSTRY DATA AND FORM 990S OF OTHER ORGANIZATIONS IN THEIR REVIEW PROCESS. THE PROCESS FOR EMPLOYEE COMPENSATION INCLUDES DEVELOPMENT OF COMPENSATION RECOMMENDATIONS BASED ON MARKET SURVEYS AND OTHER COMPARATIVE INDUSTRY DATA AS WELL AS WRITTEN EMPLOYMENT CONTRACTS. THE SALARY INFORMATION FOR THIS GROUP IS OBTAINED BY A CONSULTANT THAT IS ENGAGED BY THE EXECUTIVE COMPENSATION COMMITTEE. THIS CONSULTANT USES CURRENT MARKET COMPENSATION SURVEYS AND OTHER COMPARATIVE INDUSTRY DATA TO MAKE RECOMMENDATIONS. THE RECOMMENDATIONS ARE THEN PRESENTED TO THE EXECUTIVE COMPENSATION COMMITTEE FOR APPROVAL. THE EXECUTIVE COMPENSATION COMMITTEE REPORTS THAT COMPENSATION WAS APPROVED TO THE FULL BOARD. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS.
PART I, LINE 4BDURING CALENDAR YEAR 2024, KELLY SAVOCA PARTICIPATE IN A RELATED PARTY, SHEPPARD PRATT HEALTH SYSTEM 457(F) PLAN. DURING THE YEAR $35,000 WAS CONTRIBUTED TO HER PLAN BY THE ORGANIZATION.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3PROPERTY MANAGEMENT ACTIVITIES ARE PERFORMED BY THE RELATED SPONSORING ORGANIZATION, WAY STATION INC., PURSUANT TO A CONTRACT APPROVED BY HUD. WAY STATION, INC. IS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. EFFECTIVE DECEMBER 1, 2024, THE MONTHLY MANAGEMENT FEE WAS INCREASED FROM $58.40 TO $67.45 PER UNIT PER MONTH, AND THE AMOUNT CHARGED TO OPERATIONS FOR THE YEARS ENDED JUNE 30, 2025 AND 2024 WAS $15,283 AND $14,016. THERE WERE NO INDIVIDUALS COMPENSATED BY THE MANAGEMENT COMPANY THIS FISCAL YEAR.
FORM 990, PART VI, SECTION A, LINE 6THE SPONSOR OF THE ORGANIZATION IS WAY STATION, INC.
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATIONS DIRECTORS ARE LIMITED TO INDIVIDUALS WHO HAVE BEEN APPROVED BY THE SPONSORING ORGANIZATION, WAY STATION INC.
FORM 990, PART VI, SECTION A, LINE 7BTHE SPONSORING ORGANIZATION, WAY STATION INC., HAS THE AUTHORITY TO REMOVE BOARD MEMBERS, AMEND GOVERNING DOCUMENTS AND MAKE GOVERNANCE DECISIONS OVER THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 8ANO BOARD MEETINGS WERE HELD DURING THE FISCAL YEAR. THEY WERE HELD AT THE SPONSOR'S LEVEL.
FORM 990, PART VI, SECTION A, LINE 8BTHE BOARD ACTED AS A WHOLE ON ALL MATTERS AND NO COMMITTEE WAS APPOINTED DURING THE FISCAL YEAR.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD IS PROVIDED WITH A COMPLETE COPY OF THE RETURN PRIOR TO FILING. NO FURTHER REVIEW IS CONDUCTED.
FORM 990, PART VI, SECTION B, LINE 12THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPONREQUEST. ADDITIONALLY, THE FINANCIALS ARE FILED WITH THE OMB UNDER THE UNIFORM GUIDANCE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE ALSO AVAILABLE UPON WRITTEN REQUEST.
FORM 990, PART IX, LINE 11GCONTRACTS: PROGRAM SERVICE EXPENSES 48,597. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,597.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SHEPPARD PRATT HEALTH SYSTEM
PO BOX 6815BALTIMOREMD21285520591684PROVIDES INPATIENT/OUTPATIENT CARE, EDUC SVCS & RESID SVCSMD501(C)(3)LINE 3N/A0
SHEPPARD AND ENOCH PRATT FOUNDATION
PO BOX 6815BALTIMOREMD21285521357109CONDUCT FUNDRAISING ACTIVITIES TO SUPPORT AFFILIATED ORGANIZATIONSMD501(C)(3)LINE 7N/A0
WAY STATION INC
PO BOX 3826FREDERICKMD21705521162749PROVIDES REHABILITATIVE AND TREATMENT SERVICESMD501(C)(3)LINE 70SHEPPARD & ENOCH PRATT FOUNDATION
BEAM HOMES INC
PO BOX 3734FREDERICKMD21705261845990PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
WETZEL HOMES INC
PO BOX 3734FREDERICKMD21705030425594PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
WALDEN PLACE INC
PO BOX 3734FREDERICKMD21705521863828PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
SPRING PLACE INC
PO BOX 3734FREDERICKMD21705521806018PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
SOURLIS ELEUTERIO HOMES INC
PO BOX 3734FREDERICKMD21705454234959PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
POTOMAC RIVER HOMES INC
PO BOX 3734FREDERICKMD21705521910115PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
OTTEY HOMES INC
PO BOX 3734FREDERICKMD21705743072530PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
OLDETOWNE HOMES INC
PO BOX 3734FREDERICKMD21705522016556PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
O'CONOR HOMES INC
PO BOX 3734FREDERICKMD21705202825758PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
MAHER HOMES INC
PO BOX 3734FREDERICKMD21705208538406PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
KIRKLAND HOMES INC
PO BOX 3734FREDERICKMD21705204789061PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
IRISH MEADOWS INC
PO BOX 3734FREDERICKMD21705522084779PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
HINZE HOMES INC
PO BOX 3734FREDERICKMD21705412075445PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
GEORGETOWN APTS INC
PO BOX 3734FREDERICKMD21705521952713PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
FLURY PLACE INC
PO BOX 3734FREDERICKMD21705522140592PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
FLOYD KRESS HOMES INC
PO BOX 3734FREDERICKMD21705311758337PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
BETTY JANE MALONE HOMES INC
PO BOX 3734FREDERICKMD21705264249476PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
WINTER PLACE INC
PO BOX 3734FREDERICKMD21705521651855PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
WOOLARD HOMES INC
PO BOX 3734FREDERICKMD21705200687580PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESESMD501(C)(3)LINE 100WAY STATION INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
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 OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd