2019-02-01T07:42:05-06:00 2018-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1869 CHARTER LANE STE 202 LANCASTER PA 17601 990 2017-07-01 475323918 HUNTERS WOODS ELDERLY DEVELOPMENTS OF VIRGINIA INC HUNT 7038602536 11260 ROGER BACON DRIVE STE 503B RESTON VA 20190 JORN DALBOE PRESIDENT 7038602536 2019-01-25 1 KERRI N BOGDA P00760402 7178467000 96.80.2.34 2019-01-25 15:34:40 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F58787FA80410BAE38B710EAF9FCC5760AD3BCDF 2017 2019-02-21 02:37:17Z JORN DALBOE 11260 ROGER BACON DRIVE STE 503B RESTON VA 20190 3340941 0 X WWW.FELLOWSHIPSQUARE.ORG X 1979 VA AFFORDABLE HOUSING AND SERVICES FOR LOW INCOME SENIORS AND THOSE WHO ARE PHYSICALLY DISABLED. 7 7 5 36 0 0 0 0 3235858 3189836 16143 406 57780 150699 3309781 3340941 0 0 0 0 849625 909507 0 0 0 1745212 1679203 2594837 2588710 714944 752231 7633489 6988653 1606558 727622 6026931 6261031 X THE ORGANIZATION PROVIDES AFFORDABLE HOUSING AND SERVICES TO OLDER ADULTS. 0 0 1801441 0 3189836 FELLOWSHIP SQUARE PROVIDES AFFORDABLE HOUSING AND SERVICES TO SENIORS WHO HAVE VERY LIMITED INCOMES AND RESOURCES. SINCE 1960, FELLOWSHIP SQUARE FOUNDATION HAS PROVIDED QUALITY, INDEPENDENT APARTMENT LIVING IN RESTON AND WOODBRIDGE, VIRGINIA AND UPPER MARLBORO, MARYLAND FOR MORE THAN 3,000 RESIDENTS.HUNTERS WOODS FELLOWSHIP HOUSE OPENED IN 1979 AND OFFERS 224 UNITS OF INDEPENDENT LIVING ALONG WITH COMMON SPACE FOR ACTIVITIES, GAMES, EXERCISE, SOCIAL EVENTS, AND HEALTHCARE PRESENTATIONS. THE PROPERTY IS PART OF A LOCAL SHOPPING PLAZA WHICH MAKES DAILY ERRANDS EXTREMELY EASY AND CONVENIENT FOR RESIDENTS. THE PROPERTY OPERATES UNDER SECTION 223(F) OF THE NATIONAL HOUSING ACT AND PARTICIPATES IN THE SECTION 8 HOUSING ASSISTANCE PAYMENT PROGRAM. THE PROPERTY IS REGULATED BY THE US HOUSING AND URBAN DEVELOPMENT AGENCY AS TO RENT CHARGES AND OPERATING METHODS. 1801441 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 5 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 1 0 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 0 VA X CHRISTY ZEITZ 7038602536 11260 ROGER BACON DRIVE STE 503B RESTON VA 20190 X JORN DALBOE PRESIDENT 1.00 X X 0 0 0 ALLEN WILD DIRECTOR 1.00 X 0 0 0 SIDNEY JOHNSON TREASURER/SECRETARY 1.00 X X 0 0 0 JO-ANN DUGGAN DIRECTOR 1.00 X 0 0 0 SHIRLEY METZGER VICE PRESIDENT 1.00 X X 0 0 0 ADRIAN PELZNER DIRECTOR 1.00 X 0 0 0 LYNETTE JACOB DIRECTOR 1.00 X 0 0 0 CHRISTINA ZEITZ EXECUTIVE DIRECTOR 0.00 40.00 X 0 87958 4179 0 87958 4179 0 0 0 0 WELLS FARGO 420 MONTGOMERY STREET SAN FRANCISCO CA 94104 FINANCIAL SERVICES 662773 JOHN E KELLY & SONS ELECTRICAL 8431 OLD MARLBORO PIKE UPPER MARLBORO MD 20772 ELECTRIC CONTRACTORS 188144 2 TENANT RENTS 531110 3189836 3189836 3189836 406 406 MISCELLANEOUS 900099 86202 86202 CABLE INCOME 900099 57963 57963 LAUNDRY AND VENDING 900099 4082 4082 2452 2452 150699 3340941 3189836 0 151105 785000 466735 318265 52744 31360 21384 71763 42668 29095 115218 115218 13604 13604 93163 93163 121798 53838 67960 1078 1078 84932 670 84262 713326 690369 22957 10502 5762 4740 455576 455576 ADMINISTRATIVE EXPENSE 66022 50479 15543 RENT WRITE-OFFS 3878 3878 TAX, LICENSE, AND FEES 106 106 2588710 1801441 787269 0 40278 154283 11846 12893 13868272 8065994 5965388 5802278 518131 0 1097846 1019199 7633489 6988653 157040 118347 47402 48074 1402116 560153 0 1048 1606558 727622 X 6026931 6261031 6026931 6261031 7633489 6988653 X 752231 -518131 X 0 1 X 1 1 1 X 3268607 3235858 3189836 9694301 3268607 3235858 3189836 9694301 0 0 0 9694301 6895 16143 406 23444 6895 16143 406 23444 51652 53269 150699 255620 3327154 3305270 3340941 9973365 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LAUNDRY AND VENDING - 2015 AMOUNT: $ 3,891. 2016 AMOUNT: $ 4,469. 2017 AMOUNT: $ 4,082. ANTENNA INCOME - 2015 AMOUNT: $ 20,424. BEAUTY SHOP - 2015 AMOUNT: $ 480. 2016 AMOUNT: $ 200. 2017 AMOUNT: $ 240. TENANT CHARGES - 2015 AMOUNT: $ 107. 2016 AMOUNT: $ 32. 2017 AMOUNT: $ 1,184. SECURITY DEPOSITS - 2015 AMOUNT: $ 16,459. CABLE TV INCOME - 2015 AMOUNT: $ 9,386. 2016 AMOUNT: $ 46,671. 2017 AMOUNT: $ 57,963. LOCK OUT KEYS - 2015 AMOUNT: $ 905. MAINTENANCE FEES - 2016 AMOUNT: $ 229. 2017 AMOUNT: $ 982. MISCELLANEOUS - 2016 AMOUNT: $ 1,668. 2017 AMOUNT: $ 86,248. 0 1 X 425000 425000 11934406 7795587 4138819 1490940 252481 1238459 17926 17926 0 5802278 OTHER RESERVES 247172 DEPOSITS HELD IN TRUST 48074 MORTGAGE ESCROW DEPOSITS 192078 RESERVE FOR REPLACEMENTS 531875 1019199 DUE TO AFFILIATE 1048 1048 2818932 -522009 -522009 3340941 0 3340941 2584832 0 2584832 3878 3878 2588710 PART IV, LINE 2B: THE ESCROW ACCOUNT HOLDS TENANT SECURITY DEPOSITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFER TO RELATED PARTY -518,131. NEGATIVE REVENUE RECLASSED TO EXPENSES -3,878. PART XII, LINE 4B - OTHER ADJUSTMENTS: NEGATIVE REVENUE RECLASSED TO EXPENSES 3,878. FORM 990, PART V, LINE 2A: THE FILING ORGANIZATION DOES NOT PREPARE ITS OWN PAYROLL REPORTS. FELLOWSHIP SQUARE FOUNDATION, THE COMMON PAYMASTER FOR THE FILING ORGANIZATION AND AFFILIATES, FILES ALL PAYROLL INFORMATION, SUCH AS W-2S, AND ALLOCATES SALARIES TO THE RESPECTIVE ORGANIZATIONS' OPERATIONS AS APPROPRIATE. FORM 990, PART VI, SECTION A, LINE 3 HUNTERS WOODS ENGAGED IN A MANAGEMENT AGREEMENT WITH S.L. NUSBAUM AS OF APRIL 1, 2017 TO PROVIDE ACCOUNTING, HUMAN RESOURCE AND MANAGEMENT OVERSIGHT FOR THE ORGANIZATION. THE ORGANIZATION PREVIOUSLY HAD A MANAGEMENT CONTRACT WITH NATIONAL LUTHERAN COMMUNITIES & SERVICES. GEORGE DAVIES, THE ORGANIZATION'S ADMINISTRATOR, BECAME AN EMPLOYEE OF S.L. NUSBAUM AS OF APRIL 1, 2017. HIS SALARY AS AN EMPLOYEE FOR S.L. NUSBAUM, WHILE REMAINING AT HUNTERS WOODS AS ADMNISTRATOR, WAS $89,520. FORM 990, PART VI, SECTION A, LINE 4 THE CORPORATION'S BYLAWS WERE AMENDED IN JUNE 2018. THE BYLAWS WERE AMENDED MAINLY FOR THE PURPOSE OF CLARIFYING THE RELATIONSHIP BETWEEN THE CORPORATION AND ITS PARENT, FELLOWSHIP SQUARE FOUNDATION. OTHER CHANGES TO THE BYLAWS INCLUDE: MINIMUM NUMBER OF BOARD MEMBERS REDUCED FROM 5 TO 3, CLARIFICATION AND UPDATES ON VACANCIES AND TIME FRAMES, BOARD PRESIDENT TO SERVE AS A BOARD MEMBER FOR THE PARENT CORPORATION, AND ADDED LANGUAGE TO ADDRESS THE DISSOLUTION OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 6 FELLOWSHIP SQUARE FOUNDATION, INC. (EIN 52-6067043) IS THE OWNER OF HUNTERS WOODS ELDERLY DEVELOPMENTS OF VIRGINIA, INC. ACCORDING TO HUNTER WOODS' BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7B THE FELLOWSHIP SQUARE FOUNDATION, INC. APPROVES MANY DECISIONS MADE BY THE LARGO BOARD OF DIRECTORS, AS OUTLINED IN THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD IS NOT STRUCTURED WITH SEPARATE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B FELLOWSHIP SQUARE EXECUTIVE STAFF PERFORM AN INITIAL REVIEW. ONCE APPROVED, THE FINANCE COMMITTEE REVIEWS THE DRAFT AND SUBSEQUENTLY THE WHOLE BOARD REVIEWS AND APPROVES THE 990 PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES 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 WHO 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 19 THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A: CHRISTINA ZEITZ IS THE EXECUTIVE DIRECTOR OF FELLOWSHIP SQUARE FOUNDATION, THE PARENT ORGANIZATION OF THE FILING ORGANIZATION. THE EXECUTIVE DIRECTOR HAS OVERALL RESPONSIBILITY FOR THE ORGANIZATION, HOWEVER, HER TIME SPENT ON EACH OF THE AFFILIATED ORGANIZATIONS IS VARIABLE. RATHER THAN MAKE ASSUMPTIONS ABOUT TIME SPENT ON EACH ORGANIZATION, ALL TIME IS REFLECTED AT THE FELLOWSHIP SQUARE FOUNDATION ORGANIZATION. FORM 990, PART XI, LINE 9: TRANSFER TO RELATED PARTY -518,131. FELLOWSHIP SQUARE FOUNDATION 11260 ROGER BACON DRIVE STE 403B RESTON VA 20190 526067043 RENTAL REAL ESTATE, LOW INCOME HOUSING VA 501(C)3 LINE 10 N/A 0 LARGO LANDING ELDERLY DEVELOPMENTS INC 1077 LARGO ROAD UPPER MARLBORO MD 20774 521264032 RENTAL REAL ESTATE, LOW INCOME HOUSING VA 501(C)3 LINE 10 FELLOWSHIP SQUARE FOUNDATION 0 LAKE RIDGE ELDERLY DEVELOPMENT INC 12800 HARBOR DRIVE WOODBRIDGE VA 22192 208705744 RENTAL REAL ESTATE, LOW INCOME HOUSING VA 501(C)3 LINE 10 FELLOWSHIP SQUARE FOUNDATION 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0