Civic Intelligence

Helping Friends Foundation

990 • Fiscal year 2020 • EIN 52-2208726

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 15, 2021

Organization ProfileN/A
The Highlands 920 Ridgebrook RoadSparks, MD 21152

(410) 773-1000

Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

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

Liabilities / Revenue

30th percentile

0.04x

Higher debt load relative to revenue than 30% of similar nonprofits.

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

Net Margin

68th percentile

16%

Higher net margin than 68% 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

55th percentile

8.1%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

57th percentile

4.1%

Faster revenue growth than 57% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,046,324

Up $78,057 (+8.1%) from 2019

Net Assets

Up

$1,036,224

Up $77,957 (+8.1%) from 2019

Liabilities

Up

$10,100

Up $100 (+1.0%) from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin68th percentile

Revenue

Up

$261,343

Up $10,337 (+4.1%) from 2019

Expenses

Down

$220,148

Down $24,966 (-10%) from 2019

Net Income

Up

$41,195

Up $35,303 (+599%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $405,959Liabilities 2011: $11,500Net Assets 2011: $394,4592011Assets 2012: $492,823Liabilities 2012: $11,500Net Assets 2012: $481,3232012Assets 2013: $527,103Liabilities 2013: $11,500Net Assets 2013: $515,6032013Assets 2014: $534,798Liabilities 2014: $7,500Net Assets 2014: $527,2982014Assets 2015: $583,393Liabilities 2015: $15,000Net Assets 2015: $568,3932015Assets 2016: $623,760Liabilities 2016: $10,000Net Assets 2016: $613,7602016Assets 2017: $1,007,025Liabilities 2017: $10,000Net Assets 2017: $997,0252017Assets 2018: $967,655Liabilities 2018: $10,000Net Assets 2018: $957,6552018Assets 2019: $968,267Liabilities 2019: $10,000Net Assets 2019: $958,2672019Assets 2020: $1,046,324Liabilities 2020: $10,100Net Assets 2020: $1,036,2242020Assets 2021: $1,012,122Liabilities 2021: $46,862Net Assets 2021: $965,2602021Assets 2022: $968,482Liabilities 2022: $47,262Net Assets 2022: $921,2202022Assets 2023: $871,569Liabilities 2023: $47,262Net Assets 2023: $824,3072023Assets 2024: $835,140Liabilities 2024: $47,262Net Assets 2024: $787,8782024

Highlighted filing

2020

Assets$1,046,324
Liabilities$10,100
Net Assets$1,036,224
Open 2020 Filing

Operations Trend

Revenue Growth57th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $340,770Expenses 2011: $267,376Net Income 2011: $73,3942011Revenue 2012: $370,482Expenses 2012: $283,618Net Income 2012: $86,8642012Revenue 2013: $465,393Expenses 2013: $431,113Net Income 2013: $34,2802013Revenue 2014: $273,302Expenses 2014: $261,607Net Income 2014: $11,6952014Revenue 2015: $293,343Expenses 2015: $252,248Net Income 2015: $41,0952015Revenue 2016: $280,089Expenses 2016: $234,722Net Income 2016: $45,3672016Revenue 2017: $675,371Expenses 2017: $292,106Net Income 2017: $383,2652017Revenue 2018: $256,608Expenses 2018: $295,978Net Income 2018: -$39,3702018Revenue 2019: $251,006Expenses 2019: $245,114Net Income 2019: $5,8922019Revenue 2020: $261,343Expenses 2020: $220,148Net Income 2020: $41,1952020Revenue 2021: $229,039Expenses 2021: $263,241Net Income 2021: -$34,2022021Revenue 2022: $208,041Expenses 2022: $252,081Net Income 2022: -$44,0402022Revenue 2023: $197,818Expenses 2023: $294,731Net Income 2023: -$96,9132023Revenue 2024: $224,708Expenses 2024: $261,137Net Income 2024: -$36,4292024

Highlighted filing

2020

Revenue$261,343
Expenses$220,148
Net Income$41,195
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 15, 2021
Return Version
2020v4.1
Gross Receipts
$261,593
Mission and Program Overview

Mission

To provide financial assistance to employees of hunt valley holdings, llc, its subsidiaries and affiliates, and such employees' immediate family members, (i) whose homes and possessions have been severely damaged or destroyed as a result of natural disasters, (ii) who have suffered severe financial hardship as the result of significant injury, illness, or death, and/or (iii) who have suffered severe financial hardship as a result of domestic violence affecting such employee or his or her immediate family.

Provide financial assistance to families and individuals whose homes and possessions were destroyed by natural disasters, and who experienced hardships from injury, illness, death

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$968,267$1,046,324▲ $78,057
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$968,267$1,046,324▲ $78,057
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$10,000$10,100▲ $100
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$10,000$10,100▲ $100
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$958,267$1,036,224▲ $77,957
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$958,267$1,036,224▲ $77,957
Total Liabilities and Net Assets / Fund Balance$968,267$1,046,324▲ $78,057
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Claire InfussiBoard Member
Kam McGavockBoard Member
Melanie HenryBoard Member
Michael EwingBoard Member
Mary-anne LubertineDirector
Kim MccartyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$261,246
Program Service Revenue
$0
Investment Income
$97
Other Revenue
$0
All Other Contributions
$248,171
Change in Net Assets
$41,195

Audited Revenue Reconciliation

Revenue per Audited Statements
$261,343
Revenue Not Reported on Form 990
$250
Total Revenue per Audited Statements
$261,593
Total Revenue per Form 990
$261,343
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$209,507
Other Expenses$10,641
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$209,507--$209,507
Fees for Services Accounting-$10,248-$10,248
Other Expenses-$193-$193
Total Functional Expenses$209,507$10,641$0$220,148

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$220,398
Expenses per Audited Statements$220,148
Total Expenses per Form 990$220,148
Expenses Not Reported on Form 990$250
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$250
Fundraising Gross Income$250
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11A - Process Used to Review

“The Foundation engages its independent accounting firm KPMG to prepare the Form 990 for review by the Board. Prior to filing the return with the IRS, all board members receive a copy of the return.”

Form 990, Part VI, Line 19 - Documents Available to the Public

“The Foundation does not make its governing documents, conflict of interest policy or financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Helping Friends Foundation
EIN
52-2208726
In Care Of
% KIMBERLY MCCARTY
Phone
4107731000
Address
THE HIGHLANDS 920 RIDGEBROOK ROAD, SPARKS, MD 21152

Signing Officer

Name
Kim McCarty
Title
Treasurer
Phone
4107731000
Signed
2021-04-15

Organization Details

Principal Officer
Mary-anne Lubertine
Formed
1999
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Kpmg Llp
Address
750 East Pratt Street 18th floor, Baltimore, MD 21202-3148
Preparer
Colleen Cavanaugh
Phone
4109498500
Supplemental Narrative

Financial Statement Notes

Schedule D, Part XI, Line 2D

“Reclassification of Fundraising Expense $250.”

Schedule D, Part XII, Line 2D

“Reclassification of fundraising expense $250.”

Raw XML AppendixShowing 400 of 433 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt010000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010100
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide financial assistance to families and individuals whose homes and possessions were destroyed by natural disasters, and who experienced hardships from injury, illness, death
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0248171
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0KIMBERLY MCCARTY
IRS990/BooksInCareOfDetail/PhoneNum04107731000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0920 RIDGEBROOK ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPARKS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021152
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0968267
IRS990/CashNonInterestBearingGrp/EOYAmt01046324
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0NONE
IRS990/ContriRptFundraisingEventAmt013075
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0261246
IRS990/CYGrantsAndSimilarPaidAmt0209507
IRS990/CYInvestmentIncomeAmt097
IRS990/CYOtherExpensesAmt010641
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt041195
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0220148
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0261343
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0FINANCIAL ASSISTANCE TO INDIVIDUALS WHOSE HOMES AND POSSESSIONS WERE SEVERELY DAMAGED OR DESTROYED AS A RESULT OF NATURAL DISASTERS; WHO SUFFERED SEVERE FINANCIAL HARDSHIP AS THE RESULT OF SIGNIFICANT INJURY, ILLNESS OR DEATH; OR WHO SUFFERED SEVERE FINANCIAL HARDSHIP AS THE RESULT OF DOMESTIC VIOLENCE ON SUCH EMPLOYEE OR HIS/HER IMMEDIATE FAMILY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0209507
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010248
IRS990/FeesForServicesAccountingGrp/TotalAmt010248
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0MARY-ANNE LUBERTINE
IRS990/Form990PartVIISectionAGrp/PersonNm1KIM MCCARTY
IRS990/Form990PartVIISectionAGrp/PersonNm2CLAIRE INFUSSI
IRS990/Form990PartVIISectionAGrp/PersonNm3Michael Ewing
IRS990/Form990PartVIISectionAGrp/PersonNm4Melanie Henry
IRS990/Form990PartVIISectionAGrp/PersonNm5Kam McGavock
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt013075
IRS990/FundraisingDirectExpensesAmt0250
IRS990/FundraisingGrossIncomeAmt0250
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0209507
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0209507
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0209507
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0261593
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt097
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt097
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE FINANCIAL ASSISTANCE TO EMPLOYEES OF HUNT VALLEY HOLDINGS, LLC, ITS SUBSIDIARIES AND AFFILIATES, AND SUCH EMPLOYEES' IMMEDIATE FAMILY MEMBERS, (I) WHOSE HOMES AND POSSESSIONS HAVE BEEN SEVERELY DAMAGED OR DESTROYED AS A RESULT OF NATURAL DISASTERS, (II) WHO HAVE SUFFERED SEVERE FINANCIAL HARDSHIP AS THE RESULT OF SIGNIFICANT INJURY, ILLNESS, OR DEATH, AND/OR (III) WHO HAVE SUFFERED SEVERE FINANCIAL HARDSHIP AS A RESULT OF DOMESTIC VIOLENCE AFFECTING SUCH EMPLOYEE OR HIS OR HER IMMEDIATE FAMILY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0958267
IRS990/NetAssetsOrFundBalancesEOYAmt01036224
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0958267
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01036224
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0STATE LICENSES & ANNUAL FEES
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1193
IRS990/OtherExpensesGrp/TotalAmt0200
IRS990/OtherExpensesGrp/TotalAmt1193
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MARY-ANNE LUBERTINE
IRS990/PriorPeriodAdjustmentsAmt036762
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0250910
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0234786
IRS990/PYInvestmentIncomeAmt096
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt010328
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt05892
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0245114
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0251006
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt041195
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0261246
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0250910
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0256510
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0675288
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0280031
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01723985
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt096
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt083
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt058
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0432
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99975
IRS990ScheduleA/PublicSupportPY170Pct00.99978
IRS990ScheduleA/PublicSupportTotal170Amt01723985
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0261246
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0250910
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0256510
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0675288
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0280031
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01723985
IRS990ScheduleA/TotalSupportAmt01724417
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesNotReportedAmt0250
IRS990ScheduleD/ExpensesSubtotalAmt0220148
IRS990ScheduleD/OtherExpensesIncludedAmt0250
IRS990ScheduleD/OtherRevenueAmt0250
IRS990ScheduleD/RevenueNotReportedAmt0250
IRS990ScheduleD/RevenueSubtotalAmt0261343
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Reclassification of Fundraising Expense $250.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Reclassification of fundraising expense $250.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part XI, Line 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part XII, Line 2D
IRS990ScheduleD/TotalExpensesPerForm990Amt0220148
IRS990ScheduleD/TotalRevenuePerForm990Amt0261343
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0261593
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0220398
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0209507
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Monetary Assistance (See Part IV)
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0127
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Financial assistance to individuals whose homes and possessions were severlY damaged or destroyed as a result of natural disasters; who suffered severe financial hardship as the result of significant injury, illness or death; or who suffered severe financial hardship as the result of domestic violence on such employee or his/her immediate family. Schedule I, Part I Procedures for Monitoring Use of Grants: Grant checks are made payable directly to the entity the applicant is indebted to in order to ensure that funds from the Foundation are used for their intended purpose.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part III - Type of Grant or Assistance:
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Foundation engages its independent accounting firm KPMG to prepare the Form 990 for review by the Board. Prior to filing the return with the IRS, all board members receive a copy of the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Foundation does not make its governing documents, conflict of interest policy or financial statements available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11A - Process Used to Review
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19 - Documents Available to the Public
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0968267
IRS990/TotalAssetsEOYAmt01046324
IRS990/TotalAssetsGrp/BOYAmt0968267
IRS990/TotalAssetsGrp/EOYAmt01046324
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0261246
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010641
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0209507
IRS990/TotalFunctionalExpensesGrp/TotalAmt0220148
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010000
IRS990/TotalLiabilitiesEOYAmt010100
IRS990/TotalLiabilitiesGrp/BOYAmt010000
IRS990/TotalLiabilitiesGrp/EOYAmt010100
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0958267
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01036224
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0209507
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt097
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0261343
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0968267
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01046324
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt049 Crystal Court
IRS990/USAddress/CityNm0Bel Air
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021014
IRS990/VotingMembersGoverningBodyCnt06

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,046,324
Liabilities
$10,100
Net assets
$1,036,224
Revenue
$261,343
Expenses
$220,148
Net income
$41,195
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.05$0.79$0.22$0.26$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.05$0.82$0.20$0.29$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.05$0.92$0.21$0.25$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.05$0.97$0.23$0.26$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.04$0.26$0.22$0.04
2019Summary only. Only limited summary data is available for this year.$0.97$0.01$0.96$0.25$0.25$0.01
2018Summary only. Only limited summary data is available for this year.$0.97$0.01$0.96$0.26$0.30$0.04
2017Summary only. Only limited summary data is available for this year.$1.01$0.01$1.00$0.68$0.29$0.38
2016Summary only. Only limited summary data is available for this year.$0.62$0.01$0.61$0.28$0.23$0.05
2015Summary only. Only limited summary data is available for this year.$0.58$0.02$0.57$0.29$0.25$0.04
2014Summary only. Only limited summary data is available for this year.$0.53$0.01$0.53$0.27$0.26$0.01
2013Summary only. Only limited summary data is available for this year.$0.53$0.01$0.52$0.47$0.43$0.03
2012Summary only. Only limited summary data is available for this year.$0.49$0.01$0.48$0.37$0.28$0.09
2011Summary only. Only limited summary data is available for this year.$0.41$0.01$0.39$0.34$0.27$0.07