2025-05-12T08:44:48-05:00 2024-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 1850 TOWERS CRESCENT PLAZA SUITE 200 TYSONS CORNER VA 22182 990 2023-07-01 521374531 SOUTHERN MARYLAND VOCATIONAL INDUSTRIES INC SOUT 3015167300 7704 MATAPEAKE BUSINESS DR 210 BRANDYWINE MD 20613 CLARISSA MITCHELL CHIEF EXECUTIVE OFFICER 3015167300 2025-05-06 1 1 CHRIS DEBLANC P01691253 7035064440 2025-05-05 2023 2025-03-06 01:10:19Z CLARISSA MITCHELL 7704 MATAPEAKE BUSINESS DRIVE STE 210 BRANDYWINE MD 20613 15710405 0 X WWW.EPIC-SMVI.ORG X 1985 MD TO EMPOWER ADULTS WITH INTELLECTUAL CHALLENGES TO MAXIMIZE THEIR INDEPENDENCE. 10 9 231 9 0 0 431409 321774 10901435 14568048 82379 307528 62814 39634 11478037 15236984 0 0 0 0 8543633 9844723 0 0 0 1813859 1913232 10357492 11757955 1120545 3479029 18587123 23283313 2377568 1659469 16209555 21623844 X TO EMPOWER ADULTS WITH INTELLECTUAL CHALLENGES TO MAXIMIZE THEIR INDEPENDENCE. 0 0 7734879 10017373 RESIDENTIAL - PROVIDES AND OPERATES GROUP HOMES FOR 56 DEVELOPMENTALLY DISABLED ADULTS. 1577464 2458908 COMMUNITY LEARNING SERVICES - PROVIDES OPPORTUNITY, TRAINING AND SUPPORT TO 55 DEVELOPMENTALLY DISABLED ADULTS ENABLING THEM TO DEVELOP SKILLS AND SOCIAL SUPPORTS TO GAIN EMPLOYMENT. 398449 1131662 DAY HABILITATION SERVICES - TEACHES SKILLS FOR DAILY LIVING TO 8 DEVELOPMENTALLY DISABLED ADULTS. 831595 960105 THIS INCLUDES OTHER MARYLAND DDA PROGRAMS INCLUDING SUPPORTED EMPLOYMENT SERVICES, EMPLOYMENT DISCOVERY AND PERSONAL SUPPORT SERVICES. 831595 960105 10542387 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 231 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 MD X CLARISSA MITCHELL 3015167300 7704 MATAPEAKE BUSINESS DRIVE STE BRANDYWINE MD 20613 CLARISSA MITCHELL CHIEF EXECUTIVE OFFICER 40.00 0.00 X X 211321 0 0 JUDY GRAHAM CHAIR 10.00 0.00 X X 0 0 0 CHARLES SHERREN VICE-CHAIR 10.00 0.00 X X 0 0 0 TOREICO O'NEAL TREASURER 10.00 0.00 X X 0 0 0 CRYSTAL PATTERSON MEMBER 10.00 0.00 X 0 0 0 GENE CARSON MEMBER 10.00 0.00 X 0 0 0 MELODY CARSON MEMBER 10.00 0.00 X 0 0 0 ROBERT MARKHAM MEMBER 10.00 0.00 X 0 0 0 SUSAN CLARK-SESTAK MEMBER 10.00 0.00 X 0 0 0 TIMOTHY R FENNER MEMBER 10.00 0.00 X 0 0 0 FRANCIS DISALVO CHIEF FINANCIAL OFFICER 40.00 0.00 X 147159 0 0 EVA CLARK MEMBER EMERITUS 10.00 0.00 X 0 0 0 MARCIA BURRELL-ODEYEMI DIRECTOR OF NURSING 40.00 0.00 X 132208 0 6734 490688 0 6734 3 0 1 0 SERVICEZ UNLIMITED LLC 4006 CHELMONT LANE BOWIE MD 20715 REPAIR SERVICES 179680 1 321774 321774 FEE FOR SERVICES 623990 14300844 14300844 CLIENT FEES 623990 267204 267204 14568048 350294 350294 145148 272619 187230 273303 -42082 -684 -42766 -42766 23073 12888 10185 10185 MISCELLANEOUS INCOME 623990 29449 29449 29449 15236984 14568048 0 347162 368042 339238 28804 8398768 7741456 657312 418192 371698 46494 659721 605849 53872 857 229 628 39041 9955 29086 28585 28585 6768 3926 2842 12516 3239 9277 587563 436832 150731 214149 209250 4899 8510 1364 7146 10511 9221 1290 159657 157124 2533 173086 125815 47271 SUPPLIES 183558 103511 80047 FOOD AND HOUSEHOLD ITEM 155305 152675 2630 VEHICLE LEASE 73600 70820 2780 RECREATION 32643 28616 4027 226883 142984 83899 11757955 10542387 1215568 0 4922550 6798051 164670 954163 32064 83469 6219 16259 6752100 2287837 4689272 4464263 8207833 10444576 204394 2875 2000 2000 358121 517657 18587123 23283313 1695889 947406 33123 14604 290435 153394 358121 544065 2377568 1659469 X 16209555 21623844 16209555 21623844 18587123 23283313 3479029 1911260 24000 0 X 0 1 X 1 0 X 308189 1839486 284569 431409 321774 3185427 24000 24000 24000 24000 24000 120000 332189 1863486 308569 455409 345774 3305427 3305427 73705 86109 113441 161718 350294 785267 27006 6200 5370 1000 23073 62649 177352 15392 43902 61814 29449 327909 4481252 54017913 0.73760 0.73590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1460653 1460653 4282222 1767406 2514816 472507 98323 374184 191263 186388 4875 345455 235720 109735 4464263 OPERATING LEASE LIABILITY 544065 544065 X 17185132 1911260 24000 12888 1948148 15236984 0 15236984 11770843 12888 12888 11757955 0 11757955 PART X, LINE 2: THE ORGANIZATION HAS BEEN CLASSIFIED AS AN OTHER-THAN PRIVATE FOUNDATION AND IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED BUSINESS. THE ORGANIZATION HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ORGANIZATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION'S NET ASSETS, CHANGE IN NET ASSETS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2024 AND 2023. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. THE ORGANIZATION'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES IN INTEREST EXPENSE AND OTHER EXPENSES, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 12,888. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 12,888. ANNUAL GALA 23073 23073 7464 1260 4164 23073 23073 7464 1260 4164 12888 10185 0 0 0 0 0 0 0 0 0 CLARISSA MITCHELL CHIEF EXECUTIVE OFFICER 188351 0 15770 0 7200 0 0 0 0 0 211321 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ACCOUNTING STAFF FOR ACCURACY AND IS THEN FORWARDED TO THE EXECUTIVE DIRECTOR, WHO OBTAINS BOARD APPROVAL PRIOR TO SIGNING. FORM 990, PART VI, SECTION B, LINE 12C HUMAN RESOURCES IS RESPONSIBLE FOR BROAD OVERSIGHT OF THE CONFLICT OF INTERESTS POLICY. THE ADMINISTRATOR AND SUPERVISORS AT ALL LEVELS ARE RESPONSIBLE FOR ENSURING EMPLOYEES KNOW AND COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS SETS EXECUTIVE COMPENSATION AND CONSIDERS LOCAL AREA COMPENSATION LEVELS FOR CEO'S IN THEIR DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE.