Civic Intelligence

Broadmead Residents Association

EIN 52-1255281 • 501(c)3 • Cockeysville, MD

Profile

Provide cultural enrichment for broadmead residents

13801 York RoadCockeysville, MD 21030-1825

www.broadmeadra.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

51st percentile

4.6%

Higher net margin than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

60th percentile

7.8%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

43rd percentile

2.7%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$599,773

Up $16,258 (+2.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$599,773

Up $16,258 (+2.8%) from 2023

Revenue

Up

$399,224

Up $51,661 (+15%) from 2023

Expenses

Up

$415,533

Up $61,476 (+17%) from 2023

Net Income

Down

-$16,309

Down $9,815 (-151%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2012: $344,637Liabilities 2012: $02012Assets 2013: $364,297Liabilities 2013: $02013Assets 2014: $356,597Liabilities 2014: $02014Assets 2015: $308,705Liabilities 2015: $2,940Net Assets 2015: $305,7652015Assets 2016: $316,129Liabilities 2016: $0Net Assets 2016: $316,1292016Assets 2017: $337,817Liabilities 2017: $0Net Assets 2017: $337,8172017Assets 2018: $379,635Liabilities 2018: $0Net Assets 2018: $379,6352018Assets 2019: $575,873Liabilities 2019: $0Net Assets 2019: $575,8732019Assets 2020: $587,606Liabilities 2020: $0Net Assets 2020: $587,6062020Assets 2021: $696,073Liabilities 2021: $0Net Assets 2021: $696,0732021Assets 2022: $562,392Liabilities 2022: $0Net Assets 2022: $562,3922022Assets 2023: $583,515Liabilities 2023: $0Net Assets 2023: $583,5152023Assets 2024: $599,773Liabilities 2024: $0Net Assets 2024: $599,7732024

Highlighted filing

2024

Assets$599,773
Liabilities$0
Net Assets$599,773

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2012: $85,978Expenses 2012: $69,589Net Income 2012: $16,3892012Revenue 2013: $113,035Expenses 2013: $93,375Net Income 2013: $19,6602013Revenue 2014: $89,409Expenses 2014: $97,109Net Income 2014: -$7,7002014Revenue 2015: $76,869Expenses 2015: $78,093Net Income 2015: -$1,2242015Revenue 2016: $137,240Expenses 2016: $126,876Net Income 2016: $10,3642016Revenue 2017: $131,307Expenses 2017: $109,619Net Income 2017: $21,6882017Revenue 2018: $150,265Expenses 2018: $108,447Net Income 2018: $41,8182018Revenue 2019: $129,270Expenses 2019: $104,826Net Income 2019: $24,4442019Revenue 2020: $272,622Expenses 2020: $252,429Net Income 2020: $20,1932020Revenue 2021: $246,921Expenses 2021: $232,541Net Income 2021: $14,3802021Revenue 2022: $303,114Expenses 2022: $364,256Net Income 2022: -$61,1422022Revenue 2023: $347,563Expenses 2023: $354,057Net Income 2023: -$6,4942023Revenue 2024: $399,224Expenses 2024: $415,533Net Income 2024: -$16,3092024

Highlighted filing

2024

Revenue$399,224
Expenses$415,533
Net Income-$16,309

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 11, 2025
Return Version
2023v6.0
Gross Receipts
$416,438
Mission and Program Overview

Mission

The exempt purpose of broadmead residents association (bra) is to involve broadmead residents in a range of activities, events, and experiences to increase their enjoyment of life and sense of community.

To involve broadmead residents in a range of experiences that increase their sense of community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$419,737$576,960▲ $157,223
Savings and Temporary Cash Investments$89,511--
Cash and Non-Interest-Bearing Accounts$74,267$22,813▼ $51,454
Total Assets$583,515$599,773▲ $16,258
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$583,515$599,773▲ $16,258
Total Net Assets Fund Balance$583,515$599,773▲ $16,258
Total Liabilities and Net Assets / Fund Balance$583,515$599,773▲ $16,258
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kathryn SheltonPresident
Marsha HowesFirst Vice President
Stan WilsonSecond Vice President
Alexandra DoumaniBoard Member - Il Representative
Barbara DaddsBoard Member - Il Representative
Carolyn AdamsBoard Member - Il Representative
Diana HarleyBoard Member - Il Representative
Dori HousemanBoard Member - Il Representative
Jean SimmsBoard Member - Il Representative
Jen HobbinsBoard Member - Il Representative
Joanne GoldsmithBoard Member - Il Representative
Judy StambergBoard Member - Il Representative
Lin HardyBoard Member - Il Representative
Linda IndykeBoard Member - Il Representative
Linda KochBoard Member - Il Representative
Marge EspenshadeBoard Member - Il Representative
Mary Ellen McmillinBoard Member - Il Representative
Maryann BusseBoard Member - Il Representative
Nancy FunkBoard Member - Il Representative
Pat Van Den BeemtBoard Member - Il Representative
Paula ScheyeBoard Member - Il Representative
Ted RugemerBoard Member - Il Representative
Bob FetterBroadmead Trustee Rep (until 10/25/23)
Anne PerkinsBroadmead Trustee Representative
Denise LoveBroadmead Trustee Representative
Betty LeganhausenActivities Coordinator/il Representative
Leslie GlickmanAssociate Secretary
Eric Van Den BeemtAssociate Treasurer
Ralph CookCluster Coordinator
Karen MeadowSecretary
William HardyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$313,031
Program Service Revenue
$4,489
Investment Income
$19,249
Other Revenue
$62,455
All Other Contributions
$313,031
Change in Net Assets
$-16,309
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$278,414
Other Expenses$137,119
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$278,414--$278,414
Fees for Services Accounting-$34,793-$34,793
Office Expenses$16,382$2,001-$18,383
Other Expenses$15,552--$15,552
Fees for Services Other$1,228--$1,228
Information Technology$289$310-$599
Total Functional Expenses$378,429$37,104$0$415,533
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Broadmead IncCockeysville, MD501(c)(3)To Assist Efforts for the Recognition of Non-exempt Staff Enhancing the Overall Environment and Services Provided to Broadmead Residents.$210,007
Broadmead IncCockeysville, MD501(c)(3)Supporting the Purchase of Special Equipment for the Memory Care Area and Distribution of Boxes of Produce to Broadmead Staff.$37,500
Cockeysville Volunteer Fire CompanyCockeysville, MD501(c)(3)To Support the Charitable Mission of Charity$12,000
Hereford Volunteer Ambulance Association IncMonkton, MD501(c)(3)To Support the Charitable Mission of Charity$7,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$35,761
Fundraising Direct Expenses$2,840
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Barn Sale$35,761$35,761$2,840$32,921
Total Events$35,761$35,761$2,840$32,921
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

Material differences in voting rights: the president shall have no vote except in the case of a tie. Board delegated authority: the executive committee is comprised of the officers (president, first vice president, second vice president, secretary, associate secretary, treasurer, associate treasurer), the two representatives to the broadmead board of trustees, the cluster coordinator and the activities coordinator. The executive committee shall have and may exercise all the powers and duties of the board of directors between meetings of the board in carrying out the necessary business of bra. Any decisions or actions taken by the executive committee shall be approved or disapproved by the board at the next regular meeting.

Form 990, Part VI, Section A, Line 2

Eric and pat van den beemt have a familial relationship. Bill and lin hardy have a familial relationship.

Form 990, Part VI, Section A, Line 6

The residents of broadmead are the only members of bra.

Form 990, Part VI, Section A, Line 7A

The members annually elect all the board of directors as noted below. The board of directors is comprised of: 1. The officers, elected annually by the membership. 2. One activities coordinator, elected annually by the membership. 3. One cluster coordinator, elected annually by the membership. 4. Two representatives to the broadmead board of trustees, elected annually by the members. 5. One representative from each cluster. Bra members live in clusters, each cluster is entitled to one board representative, who is elected annually by the members of the cluster being represented. 6. One resident representative from each level of care at broadmead (assisted living and comprehensive care). If no representative is available for election from the assisted living and/or comprehensive care residents, the position(s) shall be filled by appointment made jointly by the chair of the health care committee and the bra cluster coordinator. Any appointments are still required to be from bra members, but not necessarily from residents of these units.

Form 990, Part VI, Section A, Line 7B

Any and all provisions of the governing documents may only be amended or repealed by the members.

Form 990, Part VI, Section B, Line 11B

The form 990 was prepared by an independent accounting firm and then reviewed by the finance committee, then by the executive committee, and then a final review is conducted by the entire board of directors prior to filing with the internal revenue service.

Form 990, Part VI, Section C, Line 19

The organization's governing documents are made available to the public upon request. The organization does not issue formal financial statements and at this time does not have a written conflict of interest policy.

Filing and Contact Details

Filer

Filer Name
Broadmead Residents Association
EIN
52-1255281
Phone
4105271900
Address
13801 YORK ROAD, COCKEYSVILLE, MD 21030-1825

Signing Officer

Name
William Hardy
Title
Treasurer
Phone
4105271900
Signed
2025-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Hardy
Formed
1982
Legal Domicile
Md
Voting Board Members
30
Independent Board Members
30
Employees
0
Volunteers
225

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
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IRS990/Form990PartVIISectionAGrp/PersonNm11LINDA KOCH
IRS990/Form990PartVIISectionAGrp/PersonNm12BARBARA DADDS
IRS990/Form990PartVIISectionAGrp/PersonNm13JEN HOBBINS
IRS990/Form990PartVIISectionAGrp/PersonNm14MARY ELLEN MCMILLIN
IRS990/Form990PartVIISectionAGrp/PersonNm15LINDA INDYKE
IRS990/Form990PartVIISectionAGrp/PersonNm16NANCY FUNK
IRS990/Form990PartVIISectionAGrp/PersonNm17TED RUGEMER
IRS990/Form990PartVIISectionAGrp/PersonNm18PAT VAN DEN BEEMT
IRS990/Form990PartVIISectionAGrp/PersonNm19DIANA HARLEY
IRS990/Form990PartVIISectionAGrp/PersonNm20MARGE ESPENSHADE
IRS990/Form990PartVIISectionAGrp/PersonNm21PAULA SCHEYE
IRS990/Form990PartVIISectionAGrp/PersonNm22JOANNE GOLDSMITH
IRS990/Form990PartVIISectionAGrp/PersonNm23ALEXANDRA DOUMANI
IRS990/Form990PartVIISectionAGrp/PersonNm24CAROLYN ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm25DORI HOUSEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm26JEAN SIMMS
IRS990/Form990PartVIISectionAGrp/PersonNm27MARYANN BUSSE
IRS990/Form990PartVIISectionAGrp/PersonNm28JUDY STAMBERG
IRS990/Form990PartVIISectionAGrp/PersonNm29LIN HARDY
IRS990/Form990PartVIISectionAGrp/PersonNm30BOB FETTER
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1FIRST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECOND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSOCIATE SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6ASSOCIATE TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7CLUSTER COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8ACTIVITIES COORDINATOR/IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt9BROADMEAD TRUSTEE REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt10BROADMEAD TRUSTEE REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt26BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt27BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt28BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt29BOARD MEMBER - IL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt30BROADMEAD TRUSTEE REP (UNTIL 10/25/23)
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IRS990/MissionDesc0THE EXEMPT PURPOSE OF BROADMEAD RESIDENTS ASSOCIATION (BRA) IS TO INVOLVE BROADMEAD RESIDENTS IN A RANGE OF ACTIVITIES, EVENTS, AND EXPERIENCES TO INCREASE THEIR ENJOYMENT OF LIFE AND SENSE OF COMMUNITY.
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IRS990/OtherExpensesGrp/Desc2VOICE OF THE RESIDENTS
IRS990/OtherExpensesGrp/Desc3ARTS AND CULTURE
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099

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