Civic Intelligence

St. Marys Holding Company Inc.

EIN 85-3568342 • 501(c)3 • Leonardtown, MD

Pub. 78 Eligible990-N CoverageNTEE P75

Profile

To provide quality of life services in southern maryland to the adult population in a dignified and compassionate manner.

21585 Peaboddy StreetLeonardtown, MD 20650

n/A

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.00x

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

NTEE P • <$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

NTEE P • <$500k nonprofits • Source year 2024

Asset Growth

50th percentile

0.0%

Faster asset growth than 50% of similar nonprofits.

NTEE P • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Flat

$300,353

Flat from 2023

Liabilities

Flat

$300,549

Flat from 2023

Net Assets

Flat

-$196

Flat from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$400K$300K$200K$100K$0-$100KAssets 2023: $300,353Liabilities 2023: $300,549Net Assets 2023: -$1962023Assets 2024: $300,353Liabilities 2024: $300,549Net Assets 2024: -$1962024

Highlighted filing

2024

Assets$300,353
Liabilities$300,549
Net Assets-$196
Open 2024 Filing

Operations Trend

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

No historical points available for this chart yet.

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$300,353
Liabilities
$300,549
Net assets
-$196
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.00$3.01$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.00$3.01$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 17, 2025
Return Version
2023v6.0
Gross Receipts
$0
Mission and Program Overview

Mission

To provide quality of life services in southern maryland to the adult population in a dignified and compassionate manner.

Program Services

DescriptionGrantsExpenses
THE ST. MARY'S HOLDING COMPANY HAS BEEN ESTABLISHED TO OVERSEE THE OPERATIONS OF ST. MARY'S ASSISTED LIVING FACILITY, LLC. ST. MARY'S HOLDING COMPANY IS THE SOLE MEMBER OF ST. MARY'S ASSISTED LIVING FACILITY, LLC. AS A SINGLE MEMBER LLC, ST. MARY'S ASSISTED LIVING FACILITY IS A DISREGARDED ENTITY FOR TAX PURPOSES. ST. MARY'S ASSISTED LIVING FACILITY IS IN THE PROCESS OF DEVELOPING AND CONSTRUCTING A DEDICATED MEMORY CARE ASSISTED LIVING FACILITY TO CARE FOR THE ADULT POPULATION OF SOUTHERN MARYLAND. RECENT PROGRESS HAS INCLUDED THE PURCHASE OF A 21 ACRE PARCEL OF LAND, AND ANNEXATION OF THE LAND INTO THE LOCAL TOWNSHIP FOR THE PURPOSE OF SECURING PUBLIC WATER AND SEWER SERVICE TO THE PROPERTY. ZONING MODIFICATIONS HAVE BEEN MADE TO ACCOMMODATE THE NEW BUILDING, AND SITE PLAN APPROVAL HAS BEEN RECEIVED. FINAL REVIEW OF GENERAL CONTRACTOR PROPOSALS IS CURRENTLY BEING CONDUCTED FOR CONSTRUCTION OF THE NEW FACILITY.$0$0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W DAVID VIAR JRPresident-$0--
JUDITH H STERLINGVice President-$0--
JOSEPH R DENSFORDSecretary-$0--
TRACY L KUBINECTreasurer-$0--
DENISE MORSTENSENBoard Member-$0--
JAMES O FARRELLBoard Member-$0--
ALLEN BURTONBoard Member-$0--
CHRISTINE MORGANBoard Member-$0--
TERRY GRAY PROCHNOWBoard Member-$0--
LANNY LANCASTERBoard Member-$0--
ANNETTE HODGESAdministrator-$0--
TRACE HALLCFO-$0--
Filing and Contact Details

Filer

Filer Name
ST MARY'S HOLDING COMPANY INC
EIN
85-3568342
Phone
3014758000
Address
21585 PEABODDY STREET, LEONARDTOWN, MD 20650

Signing Officer

Name
Trace a Hall
Title
CFO
Phone
3014758000
Signed
2025-03-17
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
Supplemental Narrative

Additional Explanations

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: due to st. Mary's nursing center, inc.. Beg. Of year amount: 300,549. End of year amount: 300,549.”

Raw XML Appendix166 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.

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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE QUALITY OF LIFE SERVICES IN SOUTHERN MARYLAND TO THE ADULT POPULATION IN A DIGNIFIED AND COMPASSIONATE MANNER.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DUE TO ST. MARY'S NURSING CENTER, INC.. BEG. OF YEAR AMOUNT: 300,549. END OF YEAR AMOUNT: 300,549.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-04-02T12:19:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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