Civic Intelligence

Supported Living Inc C/O Heritage Housing Partners Corp

990 • Fiscal year 2020 • EIN 52-1551215

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 02, 2021

9770 Patuxent Woods Drive No 305Columbia, MD 21046

(443) 518-7685

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

94th percentile

1.10x

Higher debt load relative to assets than 94% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

93rd percentile

3.14x

Higher debt load relative to revenue than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

13th percentile

-6.0%

Faster asset growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

65%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,015,671

Down $65,275 (-6.0%) from 2019

Net Assets

Down

-$103,578

Down $57,777 (-126%) from 2019

Liabilities

Down

$1,119,249

Down $7,498 (-0.7%) from 2019

Revenue

Up

$356,724

Up $140,537 (+65%) from 2019

Expenses

Up

$414,501

Up $192,840 (+87%) from 2019

Net Income

Down

-$57,777

Down $52,303 (-955%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0-$500KAssets 2011: $1,316,068Liabilities 2011: $1,308,572Net Assets 2011: $7,4962011Assets 2012: $1,268,068Liabilities 2012: $1,284,738Net Assets 2012: -$16,6702012Assets 2013: $1,215,610Liabilities 2013: $1,253,144Net Assets 2013: -$37,5342013Assets 2014: $1,170,391Liabilities 2014: $1,233,565Net Assets 2014: -$63,1742014Assets 2015: $1,160,022Liabilities 2015: $1,243,884Net Assets 2015: -$83,8622015Assets 2016: $1,184,256Liabilities 2016: $1,192,122Net Assets 2016: -$7,8662016Assets 2017: $1,141,715Liabilities 2017: $1,166,837Net Assets 2017: -$25,1222017Assets 2018: $1,106,386Liabilities 2018: $1,146,713Net Assets 2018: -$40,3272018Assets 2019: $1,080,946Liabilities 2019: $1,126,747Net Assets 2019: -$45,8012019Assets 2020: $1,015,671Liabilities 2020: $1,119,249Net Assets 2020: -$103,5782020Assets 2021: $977,139Liabilities 2021: $1,116,607Net Assets 2021: -$139,4682021Assets 2022: $981,406Liabilities 2022: $1,117,439Net Assets 2022: -$136,0332022Assets 2023: $943,617Liabilities 2023: $1,126,310Net Assets 2023: -$182,6932023Assets 2024: $906,375Liabilities 2024: $1,132,794Net Assets 2024: -$226,4192024

Highlighted filing

2020

Assets$1,015,671
Liabilities$1,119,249
Net Assets-$103,578

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $161,936Expenses 2011: $211,174Net Income 2011: -$49,2382011Expenses 2012: $201,2362012Revenue 2013: $178,326Expenses 2013: $199,521Net Income 2013: -$21,1952013Revenue 2014: $179,483Expenses 2014: $205,193Net Income 2014: -$25,7102014Revenue 2015: $179,347Expenses 2015: $196,450Net Income 2015: -$17,1032015Revenue 2016: $282,453Expenses 2016: $204,002Net Income 2016: $78,4512016Revenue 2017: $198,372Expenses 2017: $215,514Net Income 2017: -$17,1422017Revenue 2018: $208,121Expenses 2018: $223,326Net Income 2018: -$15,2052018Revenue 2019: $216,187Expenses 2019: $221,661Net Income 2019: -$5,4742019Revenue 2020: $356,724Expenses 2020: $414,501Net Income 2020: -$57,7772020Revenue 2021: $322,853Expenses 2021: $358,743Net Income 2021: -$35,8902021Revenue 2022: $176,763Expenses 2022: $173,328Net Income 2022: $3,4352022Revenue 2023: $168,242Expenses 2023: $214,902Net Income 2023: -$46,6602023Revenue 2024: $176,919Expenses 2024: $220,645Net Income 2024: -$43,7262024

Highlighted filing

2020

Revenue$356,724
Expenses$414,501
Net Income-$57,777
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.1
Gross Receipts
$388,169
Mission and Program Overview

Mission

Provide group housing to low-income elderly and physically and/or mentally disabled individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$966,769$876,056▼ $90,713
Cash and Non-Interest-Bearing Accounts$38,428$56,100▲ $17,672
Prepaid Expenses and Deferred Charges$7,421$6,267▼ $1,154
Accounts Receivable$141$1,613▲ $1,472
Total Assets$1,080,946$1,015,671▼ $65,275
Other Assets Total$68,187$75,635▲ $7,448
Liabilities
Mortgage Notes Payable Secured by Investment Property$790,820$758,432▼ $32,388
Other Liabilities$315,584$339,389▲ $23,805
Escrow Account Liability$14,650$14,907▲ $257
Accounts Payable and Accrued Expenses$5,693$6,521▲ $828
Total Liabilities$1,126,747$1,119,249▼ $7,498
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-45,801$-103,578▼ $57,777
Total Net Assets Fund Balance$-45,801$-103,578▼ $57,777
Total Liabilities and Net Assets / Fund Balance$1,080,946$1,015,671▼ $65,275

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$624,456$1,217,838$1,842,294
Land$228,628-$228,628
Other Land Buildings$22,972$28,716$51,688
Other Assets Org$14,697--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Judi OlingerPresident
Jay RaskinPresident Until 09/20
Gary CarterVice President
Cindy ParrBoard Member
Edward PlittBoard Member
Mike CallisonBoard Member
Shaun EddyBoard Member
Karen BoothSecretary
Derwood BrooksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$194,038
Investment Income
$162,686
Other Revenue
$0
Change in Net Assets
$-57,777

Audited Revenue Reconciliation

Revenue per Audited Statements
$356,724
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$356,724
Total Revenue per Form 990
$356,724
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$404,836
Salaries, Compensation, and Employee Benefits$9,665
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$124,063--$124,063
Depreciation Depletion$59,266--$59,266
Fees for Services Management-$13,331-$13,331
Fees for Services Accounting-$12,768-$12,768
Fees for Services Other$10,812--$10,812
Other Salaries and Wages$7,975--$7,975
Office Expenses$4,354--$4,354
Fees for Services Legal$1,620--$1,620
Payroll Taxes$1,594--$1,594
Travel$915--$915
Other Expenses$561--$561
Other Employee Benefits$96--$96
Total Functional Expenses$388,402$26,099$0$414,501

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$414,501
Total Expenses per Audited Statements$414,501
Total Expenses per Form 990$414,501
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Interest Payable$289,233
Grant Advancement$40,000
Due to Affiliate$10,156
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Heritage housing partners corporation serves as the management company and performs day to day operations.

Form 990, Part VI, Section A, Line 6

The organization was formed as a non-stock, membership corporation. Membership is available to any not-for-profit organization whose exempt purpose is in line with the organizations. Members attend an annual meeting of the corporation during the last quarter of the fiscal year. Special meetings of the members may also be called during the year. Each member is entitled to one vote on ballots presented during the annual meeting. Members pay annual dues assessed by the board of directors. In addition to annual dues, special assessments determined by the members upon a recommendation by the board of directors may be required and paid by the members.

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

The board shall consist of one representative (director) selected by each member of the corporation. Each director shall be appointed by the respective member, with which he or she is affiliated, at the annual meeting of the corporation.

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

A copy is given to the governing body for review before it is filed with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

The organization's conflicts of interest policy require each director and/or officer to annually disclose his/her knowledge and understanding of the policy which includes the duty of the director and/or officer to disclose to the board of directors any actual or potential conflicts of interest. The board of directors (excluding any member which is party to the conflict) is responsible for reviewing the potential conflict and making the determination if an actual conflict of interest exists. Upon knowledge that a conflict was not properly disclosed to the board of directors, appropriate corrective and disciplinary actions shall be taken. Individuals party to any conflicts of interest shall be precluded from voting on any matters associated with the arrangement or transaction involving such conflict.

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.

Filing and Contact Details

Filer

Filer Name
Supported Living Inc
EIN
52-1551215
Phone
4435187685
Address
9770 PATUXENT WOODS DRIVE NO 305, COLUMBIA, MD 21046

Signing Officer

Name
Judi Olinger
Title
Board President
Phone
4435187685
Signed
2021-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judi Olinger
Formed
1987
Legal Domicile
Md
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
9

Preparer

Firm
Sc&h Group Inc
Address
910 RIDGEBROOK ROAD, SPARKS, MD 21152
Preparer
Travis Daniel
Phone
4104031500
Supplemental Narrative

Additional Explanations

FORM 990, PART IX, LINE 16 OCCUPANCY EXPENSE:

Real estate taxes $ 6,074 property and liability insurance 8,723 contracts 74,182 interest 29,512 supplies 2,055 repairs & maintenance 3,517 ___________ total occupancy expense $ 124,063

Form 990, Part XII, Line 2C

The process has not changed from the prior year

Financial Statement Notes

PART IV, LINE 2B:

The amounts of $14,907 and $14,650 as of december 31, 2020 and 2019, respectively, represent escrow account of tenant security held in trust. Tenant security deposits are held in a federally insured bank per maryland rent escrow law.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT UNTIL 09/20
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IRS990/OtherExpensesGrp/Desc0CONTRIBUTION EXPENSES
IRS990/OtherExpensesGrp/Desc1OTHER TAXES AND INSURAN
IRS990/OtherExpensesGrp/Desc2MISC. FINANCIAL EXPENSE
IRS990/OtherExpensesGrp/Desc3HOMEOWNER'S ASSOCIATION
IRS990/OtherExpensesGrp/ProgramServicesAmt0174184
IRS990/OtherExpensesGrp/ProgramServicesAmt12137
IRS990/OtherExpensesGrp/ProgramServicesAmt2825
IRS990/OtherExpensesGrp/ProgramServicesAmt3561
IRS990/OtherExpensesGrp/TotalAmt0174184
IRS990/OtherExpensesGrp/TotalAmt12137
IRS990/OtherExpensesGrp/TotalAmt2825
IRS990/OtherExpensesGrp/TotalAmt3561
IRS990/OtherLiabilitiesGrp/BOYAmt0315584
IRS990/OtherLiabilitiesGrp/EOYAmt0339389
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07975
IRS990/OtherSalariesAndWagesGrp/TotalAmt07975
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt01594
IRS990/PayrollTaxesGrp/TotalAmt01594
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07421
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06267
IRS990/PrincipalOfficerNm0JUDI OLINGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0194038
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0194038
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0120
IRS990/PYOtherExpensesAmt0213063
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0216067
IRS990/PYRevenuesLessExpensesAmt0-5474
IRS990/PYSalariesCompEmpBnftPaidAmt08598
IRS990/PYTotalExpensesAmt0221661
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0216187
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-57777
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0194038
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION WAS FORMED AND ORGANIZAED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES TO ASSIST IN THE DEVELOPMENT AND OPERATIONS OF DECENT, SAFE, AFFORDABLE HOUSING FOR MENTALLY OR PHYSICALLY HANDICAPPED OR DISABLES PERSONS. THE ORGANIZATION WAS FORMED AS A JOINT VENTURE WITH HERITAGE HOUSING PARTNERS CORPORATION, THE ARC OF HOWARD COUNTY AND HUMANIM, INC., ALL PUBLICLY SUPPORTED ORGANIZATIONS. SUPPORTED LIVING, INC. OWNS THE PROPERTY AND RENTS TO THE ARC OF HOWARD COUNTY IN SUPPORT OF ITS EXEMPT FUNCTIONS. SUPPORTED LIVING, INC.'S EXEMPT PURPOSE SUPPORTS THOSE IN THE JOINT VENTURE WHO ARE PROVIDING THAT SAME PURPOSE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, LINE 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0520884366
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE ARC OF HOWARD COUNTY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0624456
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01217838
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01842294
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0414501
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt0228628
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0228628
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt010669
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt150269
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt214697
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESERVE FOR REPLACEMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2SECURITY DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt022972
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt028716
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt051688
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0289233
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt110156
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt240000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INTEREST PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AFFILIATE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2GRANT ADVANCEMENT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0356724
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE AMOUNTS OF $14,907 AND $14,650 AS OF DECEMBER 31, 2020 AND 2019, RESPECTIVELY, REPRESENT ESCROW ACCOUNT OF TENANT SECURITY HELD IN TRUST. TENANT SECURITY DEPOSITS ARE HELD IN A FEDERALLY INSURED BANK PER MARYLAND RENT ESCROW LAW.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0876056
IRS990ScheduleD/TotalBookValueOtherAssetsAmt075635
IRS990ScheduleD/TotalExpensesPerForm990Amt0414501
IRS990ScheduleD/TotalLiabilityAmt0339389
IRS990ScheduleD/TotalRevenuePerForm990Amt0356724
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0356724
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0414501
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HERITAGE HOUSING PARTNERS CORPORATION SERVES AS THE MANAGEMENT COMPANY AND PERFORMS DAY TO DAY OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WAS FORMED AS A NON-STOCK, MEMBERSHIP CORPORATION. MEMBERSHIP IS AVAILABLE TO ANY NOT-FOR-PROFIT ORGANIZATION WHOSE EXEMPT PURPOSE IS IN LINE WITH THE ORGANIZATIONS. MEMBERS ATTEND AN ANNUAL MEETING OF THE CORPORATION DURING THE LAST QUARTER OF THE FISCAL YEAR. SPECIAL MEETINGS OF THE MEMBERS MAY ALSO BE CALLED DURING THE YEAR. EACH MEMBER IS ENTITLED TO ONE VOTE ON BALLOTS PRESENTED DURING THE ANNUAL MEETING. MEMBERS PAY ANNUAL DUES ASSESSED BY THE BOARD OF DIRECTORS. IN ADDITION TO ANNUAL DUES, SPECIAL ASSESSMENTS DETERMINED BY THE MEMBERS UPON A RECOMMENDATION BY THE BOARD OF DIRECTORS MAY BE REQUIRED AND PAID BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD SHALL CONSIST OF ONE REPRESENTATIVE (DIRECTOR) SELECTED BY EACH MEMBER OF THE CORPORATION. EACH DIRECTOR SHALL BE APPOINTED BY THE RESPECTIVE MEMBER, WITH WHICH HE OR SHE IS AFFILIATED, AT THE ANNUAL MEETING OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY IS GIVEN TO THE GOVERNING BODY FOR REVIEW BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY REQUIRE EACH DIRECTOR AND/OR OFFICER TO ANNUALLY DISCLOSE HIS/HER KNOWLEDGE AND UNDERSTANDING OF THE POLICY WHICH INCLUDES THE DUTY OF THE DIRECTOR AND/OR OFFICER TO DISCLOSE TO THE BOARD OF DIRECTORS ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE BOARD OF DIRECTORS (EXCLUDING ANY MEMBER WHICH IS PARTY TO THE CONFLICT) IS RESPONSIBLE FOR REVIEWING THE POTENTIAL CONFLICT AND MAKING THE DETERMINATION IF AN ACTUAL CONFLICT OF INTEREST EXISTS. UPON KNOWLEDGE THAT A CONFLICT WAS NOT PROPERLY DISCLOSED TO THE BOARD OF DIRECTORS, APPROPRIATE CORRECTIVE AND DISCIPLINARY ACTIONS SHALL BE TAKEN. INDIVIDUALS PARTY TO ANY CONFLICTS OF INTEREST SHALL BE PRECLUDED FROM VOTING ON ANY MATTERS ASSOCIATED WITH THE ARRANGEMENT OR TRANSACTION INVOLVING SUCH CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REAL ESTATE TAXES $ 6,074 PROPERTY AND LIABILITY INSURANCE 8,723 CONTRACTS 74,182 INTEREST 29,512 SUPPLIES 2,055 REPAIRS & MAINTENANCE 3,517 ___________ TOTAL OCCUPANCY EXPENSE $ 124,063
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 16 OCCUPANCY EXPENSE:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0813799243
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0INVESTMENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SHALOM HERITAGE DEVELOPMENT LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt09770 PATUXENT WOODS DRIVE 305
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0COLUMBIA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd021046
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0813787499
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0RENTAL REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SHALOM HERITAGE LIMITED PARTNERSHIP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt09770 PATUXENT WOODS DRIVE 305
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0COLUMBIA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd021046
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.91$1.13$0.23$0.18$0.22$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.94$1.13$0.18$0.17$0.21$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.98$1.12$0.14$0.18$0.17$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.98$1.12$0.14$0.32$0.36$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.02$1.12$0.10$0.36$0.41$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.08$1.13$0.05$0.22$0.22$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.11$1.15$0.04$0.21$0.22$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.14$1.17$0.03$0.20$0.22$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.18$1.19$0.01$0.28$0.20$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.16$1.24$0.08$0.18$0.20$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.17$1.23$0.06$0.18$0.21$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.22$1.25$0.04$0.18$0.20$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$1.28$0.02$0.20
2011Summary only. Only limited summary data is available for this year.$1.32$1.31$0.01$0.16$0.21$0.05