BETA

SUPPORTED LIVING INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SUPPORTED LIVING INC (EIN 52-1551215)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202433189349301628
Schema version
2023v5.1
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)
Return2024-11-13T07:37:32-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205991824PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SC&H GROUP INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1910 RIDGEBROOK ROADAddressLine1Txt
CitySPARKSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21152ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521551215EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUPPORTED LIVING INCBusinessNameLine1Txt
Business Name Line2C/O HERITAGE HOUSING PARTNERS CORPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSUPPBusinessNameControlTxt
Phone4435187685PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19770 PATUXENT WOODS DRIVE 305AddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMDStateAbbreviationCd
ZIP21046ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDERWARD BROOKSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4435187685PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRAVIS DANIELPreparerPersonNm
PTINP01289276PTIN
Phone4104031500PhoneNum
Preparation2024-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDERWARD BROOKSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19770 PATUXENT WOODS DRIVE 305AddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMDStateAbbreviationCd
ZIP21046ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$168,242GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1987FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionPROVIDE GROUP HOUSING TO LOW-INCOME ELDERLY AND PHYSICALLY AND/OR MENTALLY DISABLED INDIVIDUALS.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$176,073PYProgramServiceRevenueAmt
CY Program Service Revenue$167,306CYProgramServiceRevenueAmt
PY Investment Income$146PYInvestmentIncomeAmt
CY Investment Income$936CYInvestmentIncomeAmt
PY Other Revenue$544PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$176,763PYTotalRevenueAmt
CY Total Revenue$168,242CYTotalRevenueAmt
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$8,397PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,446CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$164,931PYOtherExpensesAmt
CY Other Expenses$200,456CYOtherExpensesAmt
PY Total Expenses$173,328PYTotalExpensesAmt
CY Total Expenses$214,902CYTotalExpensesAmt
PY Revenues Less Expenses$3,435PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$46,660CYRevenuesLessExpensesAmt
Total Assets BOY$981,406TotalAssetsBOYAmt
Total Assets EOY$943,617TotalAssetsEOYAmt
Total Liabilities BOY$1,117,439TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,126,310TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$136,033NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$182,693NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE GROUP HOUSING TO LOW-INCOME ELDERLY AND PHYSICALLY AND/OR MENTALLY DISABLED INDIVIDUALS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$190,954ExpenseAmt
Revenue$167,306RevenueAmt
DescPROVIDE GROUP HOUSING, CONSISTING OF 8 UNITS, TO MENTALLY AND PHYSICALLY HANDICAPPED AND DISABLED PERSONS.Desc
Total Program Service Expenses$190,954TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
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 AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
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 Required0ScheduleJRequiredInd
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 Document1IRPDocumentCnt
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 Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
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 Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT LENTZ CONTROLLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4435187689PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19770 PATUXENT WOODS DRIVE SUITE 305AddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMDStateAbbreviationCd
ZIP21046ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SANDRA CORBIN
PRESIDENT0.250.25Yes (X)Yes (X)$0$0$0
PAMELA PINKETT
VICE PRESIDENT0.250.25Yes (X)Yes (X)$0$0$0
SHAUN EDDY
SECRETARY0.250.25Yes (X)Yes (X)$0$0$0
DERWARD BROOKS
TREASURER0.250.25Yes (X)Yes (X)$0$0$0
JAN BARANCZAK
BOARD MEMBER0.250.25Yes (X)$0$0$0
JOHN BLAKE
BOARD MEMBER UNTIL 6/230.250.25Yes (X)$0$0$0
MIKE CALLISON
BOARD MEMBER UNTIL 7/230.250.25Yes (X)$0$0$0
AUREEN DULLA
BOARD MEMBER UNTIL 7/230.250.25Yes (X)$0$0$0
PATRICK LLOYD
BOARD MEMBER0.250.25Yes (X)$0$0$0
EDWARD PLITT
BOARD MEMBER0.250.25Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescRENTAL INCOMEDesc
Business531110BusinessCd
Total Revenue Column$167,306TotalRevenueColumnAmt
Related Or Exempt Func Income$167,306RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$167,306TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$936TotalRevenueColumnAmt
Exclusion$936ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$168,242TotalRevenueColumnAmt
Related Or Exempt Func Income$167,306RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$936ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$12,185TotalAmt
Program Services$12,185ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$615TotalAmt
Program Services$615ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,646TotalAmt
Program Services$1,646ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$16,698TotalAmt
Management And General$16,698ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$24TotalAmt
Program Services$24ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,970TotalAmt
Program Services$3,720ProgramServicesAmt
Management And General$7,250ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$10,656TotalAmt
Program Services$10,656ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,270TotalAmt
Program Services$6,270ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$104,739TotalAmt
Program Services$104,739ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$766TotalAmt
Program Services$766ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$46,270TotalAmt
Program Services$46,270ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
HOMEOWNER'S ASSOCIATION$2,877$2,877
OTHER TAXES AND INSURAN$660$660
MISC. FINANCIAL EXPENSE$526$526

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$214,902TotalAmt
Program Services$190,954ProgramServicesAmt
Management And General$23,948ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$130,807BOYAmt
EOY$154,520EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,099BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,597BOYAmt
EOY$5,378EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,947,442LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,246,495LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$738,513BOYAmt
EOY$700,947EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$103,390BOYAmt
EOY$82,772EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$981,406BOYAmt
EOY$943,617EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,700BOYAmt
EOY$9,786EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,754EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$12,561BOYAmt
EOY$12,775EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$713,541BOYAmt
EOY$691,773EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$386,637BOYAmt
EOY$410,222EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,117,439BOYAmt
EOY$1,126,310EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$136,033BOYAmt
EOY-$182,693EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$136,033BOYAmt
EOY-$182,693EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$981,406BOYAmt
EOY$943,617EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$46,660ReconcilationRevenueExpnssAmt
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 CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$216,067CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$356,587CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$322,798CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$176,073CurrentTaxYearMinus1YearAmt
Current Tax Year$167,306CurrentTaxYearAmt
Total$1,238,831TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$216,067CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$356,587CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$322,798CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$176,073CurrentTaxYearMinus1YearAmt
Current Tax Year$167,306CurrentTaxYearAmt
Total$1,238,831TotalAmt

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$1,238,831PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$120CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$137CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$146CurrentTaxYearMinus1YearAmt
Current Tax Year$936CurrentTaxYearAmt
Total$1,394TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$120CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$137CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$146CurrentTaxYearMinus1YearAmt
Current Tax Year$936CurrentTaxYearAmt
Total$1,394TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$216,187CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$356,724CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$322,853CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$176,219CurrentTaxYearMinus1YearAmt
Current Tax Year$168,242CurrentTaxYearAmt
Total$1,240,225TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99890PublicSupportCY509Pct
Investment Income CY0.00110InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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$188,495OtherCostOrOtherBasisAmt
Book Value$188,495BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,694,133OtherCostOrOtherBasisAmt
Depreciation$1,199,056DepreciationAmt
Book Value$495,077BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$64,814OtherCostOrOtherBasisAmt
Depreciation$47,439DepreciationAmt
Book Value$17,375BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$700,947TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
ESCROW DEPOSITS$12,335
RESERVE FOR REPLACEMENTS$57,876
SECURITY DEPOSITS$12,561
FieldValueIRS element (for citing)
Total Book Value Other Assets$82,772TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ACCRUED INTEREST PAYABLE$362,185
DUE TO AFFILIATE$8,037
GRANT ADVANCEMENT$40,000
FieldValueIRS element (for citing)
Total Liability$410,222TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$168,242TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$168,242RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$168,242TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$214,902TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$214,902ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$214,902TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, LINE 2B:FormAndLineReferenceDesc
ExplanationTHE AMOUNTS OF $12,775 AND $12,561 AS OF DECEMBER 31, 2023 AND 2022, 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3HERITAGE HOUSING PARTNERS CORPORATION SERVES AS THE MANAGEMENT COMPANY AND PERFORMS DAY TO DAY OPERATIONS.
FORM 990, PART VI, SECTION A, LINE 6THE 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 7ATHE 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 11BA 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 12CTHE 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 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 16 OCCUPANCY EXPENSE:REAL ESTATE TAXES $ 4,870 PROPERTY AND LIABILITY INSURANCE 4,952 CONTRACTS 48,662 INTEREST 27,567 SUPPLIES 5,061 REPAIRS & MAINTENANCE 2,902 UTILITIES 10,725 ___________ TOTAL OCCUPANCY EXPENSE $ 104,739

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
RESIDENTIAL OPPORTUNITIES INC
9770 PATUXENT WOODS DRIVE 305COLUMBIAMD21046521658275LOW INCOME HOUSINGMD501(C)(3)LINE 10N/A0
PROGRESSIVE HOUSING PARTNERS INC
9770 PATUXENT WOODS DRIVE 305COLUMBIAMD21046522150802LOW INCOME HOUSINGMD501(C)(3)LINE 10N/A0
ACCESS INC
9770 PATUXENT WOODS DRIVE 305COLUMBIAMD21046562329840LOW INCOME HOUSINGMD501(C)(3)LINE 10N/A0
TRANSITIONAL HOUSING RESOURCES INC
9770 PATUXENT WOODS DRIVE 305COLUMBIAMD21046522217206LOW INCOME HOUSINGMD501(C)(3)LINE 10N/A0
BB HOMES INC
9770 PATUXENT WOODS DRIVE 305COLUMBIAMD21046264486280LOW INCOME HOUSINGMD501(C)(3)LINE 10N/A0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SHALOM HERITAGE LIMITED PARTNERSHIPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line19770 PATUXENT WOODS DRIVE 305AddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMDStateAbbreviationCd
ZIP21046ZIPCd
FieldValueIRS element (for citing)
EIN813787499EIN
Primary ActivitiesRENTAL REAL ESTATEPrimaryActivitiesTxt
Legal Domicile StateMDLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SHALOM HERITAGE DEVELOPMENT LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line19770 PATUXENT WOODS DRIVE 305AddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMDStateAbbreviationCd
ZIP21046ZIPCd
FieldValueIRS element (for citing)
EIN813799243EIN
Primary ActivitiesINVESTMENTPrimaryActivitiesTxt
Legal Domicile StateMDLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
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 Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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