2022-11-15T17:40:03-06:00 2021-12-31 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2021-01-01 521631939 MONTGOMERY HOUSING PARTNERSHIP INC MONT 3016222400 12200 TECH ROAD 250 SILVER SPRING MD 20904 ROBERT GOLDMAN PRESIDENT 3016222400 2022-11-15 1 ROBERT GOLDMAN 999009999 LORI ROTHE YOKOBOSKY CPA P01273422 3016529100 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ROBERT GOLDMAN 12200 TECH ROAD 250 SILVER SPRING MD 20904 17924784 0 3335 X WWW.MHPARTNERS.ORG X 1989 MD TO PROVIDE AFFORDABLE HOUSING FOR LOW-INCOME FAMILIES LOCATED IN MONTGOMERY COUNTY, MARYLAND. 18 18 91 0 0 0 3293034 4649756 11145326 12543404 652426 731624 300000 0 15390786 17924784 0 0 0 0 4896753 5068107 0 0 892424 11062488 13962673 15959241 19030780 -568455 -1105996 113140416 117127971 92069021 91807997 21071395 25319974 THE ORGANIZATION'S MAIN PURPOSE IS TO PROVIDE FOR LOW-INCOME FAMILIES AFFORDABLE HOUSING, AND IN THOSE COMMUNITIES ENHANCE THE VITALITY OF THESE NEIGHBORHOODS, AND IMPLEMENT COMMUNITY LIFE PROGRAMS FOR THOSE RESIDENTS. 0 0 15283191 12543404 SEE SCHEDULE O 15283191 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 43 0 1 91 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MD X JENNIFER RUDOLPH 3016222400 12200 TECH ROAD SUITE 250 SILVER SPRING MD 20904 LISA ROTHER CHAIR 1.00 5.00 X X 0 0 0 BILL CALDWELL VICE CHAIR 1.00 5.00 X X 0 0 0 EUGENE COSTA TREASURER 1.00 5.00 X X 0 0 0 EMMANUEL JEAN-PHILIPPE SECRETARY 1.00 5.00 X X 0 0 0 SARA DAINES BOARD MEMBER 1.00 5.00 X 0 0 0 RONNIE JAMISON BOARD MEMBER 1.00 5.00 X 0 0 0 PATRICIA HARRIS BOARD MEMBER 1.00 X 0 0 0 MARTINA GILLIS-MASSEY BOARD MEMBER 1.00 5.00 X 0 0 0 MADIAW DIOP BOARD MEMBER 1.00 X 0 0 0 JANET BROWN BOARD MEMBER 1.00 5.00 X 0 0 0 JEANNE SEGAL BOARD MEMBER 1.00 5.00 X 0 0 0 HELENE GOLDBERG BOARD MEMBER 1.00 5.00 X 0 0 0 CHAD COOLEY BOARD MEMBER 1.00 5.00 X 0 0 0 ARMINDA LIMA-WILLIAMS BOARD MEMBER 1.00 5.00 X 0 0 0 JOHN CLARKE BOARD MEMBER 1.00 5.00 X 0 0 0 JOSEPH DENNIS BOARD MEMBER 1.00 X 0 0 0 NANCY HOLLAND BOARD MEMBER 1.00 X 0 0 0 OSCAR MONTES BOARD MEMBER 1.00 X 0 0 0 ROBERT GOLDMAN PRESIDENT 40.00 5.00 X 288175 0 48044 ARTIE HARRIS VP OF REAL ESTATE DEVELOPMENT 40.00 5.00 X 174094 0 44748 JILL GOODRICH VP OF OPERATIONS 40.00 5.00 X 175973 0 34987 WILLIAM HARRISON CFO 40.00 5.00 X 149444 0 9139 SULEMA MIDDLETON VP OF COMMUNITY LIFE 40.00 5.00 X 145545 0 31552 DANIEL MCLEAN DIRECTOR OF FINANCE 40.00 5.00 X 130672 0 42672 EVA DILLON DIRECTOR OF ADVANCEMENT 40.00 5.00 X 121397 0 29136 PRAJAKTA KASBEKAR SR. PROJECT MANAGER 40.00 5.00 X 155719 0 26041 STEPHANIE MURDOCK ROODMAN SR. PROJECT MANAGER 40.00 5.00 X 141952 0 40532 JOHN POYER SR. PROJECT MANAGER 40.00 5.00 X 120109 0 16244 1603080 0 323095 11 0 1 0 0 1090224 3559532 4649756 RENTAL INCOME 531110 8842299 8842299 ASSET AND INCENTIVE MANAGEMENT FE 531110 2434641 2434641 DEVELOPMENT FEES 531110 1117500 1117500 OTHER INCOME 531110 148964 148964 12543404 731624 731624 17924784 12543404 0 731624 1101701 661021 330510 110170 3152368 1891420 945711 315237 83407 50044 25022 8341 359553 215732 107866 35955 371078 222647 111323 37108 347844 347844 161799 97079 48540 16180 2364947 1418968 709484 236495 3773416 3773416 3959158 3950528 6447 2183 321240 319714 1113 413 OPERATING AND MAINT. 1785888 1781892 2915 1081 OTHER EXPENSES 921476 552886 276443 92147 TAXES 289791 289791 FUNDRAISING EXPENSES 37114 37114 19030780 15283191 2855165 892424 12573209 16950061 1879306 1788733 189408 202683 74287353 8544639 68100720 65742714 1287560 341891 1877 4638 29108336 32097251 113140416 117127971 3502660 3118027 100228 277714 76977144 87775011 11048893 250000 440096 387245 92069021 91807997 X 20175544 24643969 895851 676005 21071395 25319974 113140416 117127971 X -1105996 5354575 X X 0 1 X 1 1 1 X 1760050 2331403 2722008 3293034 4649756 14756251 1760050 2331403 2722008 3293034 4649756 14756251 147806 14608445 327483 461947 679989 652426 731624 2853469 17609720 49249144 0.82960 0.82940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19734593 19734593 53972021 8310841 45661180 580739 233798 346941 65742714 INVESTMENT IN SUBSIDIARIES AND AFFILIATES 21078266 RESTRICTED RESERVES 4321909 DEVELOPMENT FEES RECEIVABLE 1487895 CONSTRUCTION IN PROGRESS 5209181 32097251 TENANT SECURITY DEPOSITS 387245 387245 X PART X, LINE 2: THE ORGANIZATION HAS APPLIED FOR AND RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") TO BE TREATED AS A TAX-EXEMPT ENTITY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2021. DUE TO ITS TAX-EXEMPT STATUS, THE ORGANIZATION IS NOT SUBJECT TO INCOME TAXES. THE ORGANIZATION IS REQUIRED TO FILE AND DOES FILE TAX RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. ACCORDINGLY, THESE CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND THE ORGANIZATION HAS NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. INCOME TAX RETURNS FILED BY THE AFFILIATES ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2018 REMAIN OPEN. X X 0 0 0 0 0 0 0 0 0 ROBERT GOLDMAN PRESIDENT 268175 0 20000 0 0 0 11933 0 36111 0 336219 0 0 0 ARTIE HARRIS VP OF REAL ESTATE DEVELOPMENT 170094 0 4000 0 0 0 7417 0 37331 0 218842 0 0 0 JILL GOODRICH VP OF OPERATIONS 171973 0 4000 0 0 0 6987 0 28000 0 210960 0 0 0 STEPHANIE MURDOCK ROODMAN SR. PROJECT MANAGER 137952 0 4000 0 0 0 6019 0 34513 0 182484 0 0 0 PRAJAKTA KASBEKAR SR. PROJECT MANAGER 151719 0 4000 0 0 0 6241 0 19800 0 181760 0 0 0 SULEMA MIDDLETON VP OF COMMUNITY LIFE 141545 0 4000 0 0 0 5552 0 26000 0 177097 0 0 0 DANIEL MCLEAN DIRECTOR OF FINANCE 126672 0 4000 0 0 0 5667 0 37005 0 173344 0 0 0 WILLIAM HARRISON CFO 145444 0 4000 0 0 0 0 0 9139 0 158583 0 0 0 EVA DILLON DIRECTOR OF ADVANCEMENT 117397 0 4000 0 0 0 5037 0 24099 0 150533 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE, REPRESENTING THE ORGANIZATION'S GOVERNING BODY, MEETS TO REVIEW THE FORM 990, AND APPROVES IT FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY: - REVIEWING THE CONFLICT OF INTEREST QUESTIONNAIRE COMPLETED BY EMPLOYEES. - RECEIVING DISCLOSURES OF PROPOSED COVERED TRANSACTIONS. - REVIEWING THE PROPOSED COVERED TRANSACTIONS TO DETERMINE WHETHER THEY MEET THE STANDARDS DEFINED IN THE CONFLICT OF INTEREST POLICY. - MAINTAINING MINUTES AND SUCH OTHER DOCUMENTATION THAT IS NECESSARY AND APPROPRIATE TO DOCUMENT ITS REVIEW OF COVERED TRANSACTIONS. - REVIEWING THE OPERATION OF THE CONFLICT OF INTEREST POLICY AND MAKING CHANGES FROM TIME TO TIME AS IT'S DEEMED APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY SALARY SURVEYS AND PERIODIC BUDGET ANALYSIS. SALARY SURVEYS COMPLETED BY THE HOUSING ASSOCIATION ARE REVIEWED TO COMPARE THE ORGANIZATION'S SALARIES WITH OTHER NON-PROFITS IN SIMILAR LOCATIONS AND INDUSTRIES. BUDGETS AND MARKET CONDITIONS ARE PERIODICALLY REVIEWED TO ENSURE THAT INCREASES ARE APPROPRIATE. SALARIES FOR ALL EMPLOYEES ARE APPROVED BY THE PRESIDENT OF THE ORGANIZATION. THE PRESIDENT'S SALARY IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUATION IN INVESTMENT IN SUBSIDIARY 5,354,575. FORM 990, PART XII, LINE 2C THERE WERE NO CHANGES FROM THE PRIOR YEAR. 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