BETA

SUPPORTED LIVING INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SUPPORTED LIVING INC (EIN 52-1551215)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202503189349304670
Schema version
2024v5.2
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)
Return2025-11-14T10:03:19-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-11-05SignatureDt
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
Preparation2025-11-05PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$176,919GrossReceiptsAmt
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 Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$167,306PYProgramServiceRevenueAmt
CY Program Service Revenue$172,177CYProgramServiceRevenueAmt
PY Investment Income$936PYInvestmentIncomeAmt
CY Investment Income$4,742CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$168,242PYTotalRevenueAmt
CY Total Revenue$176,919CYTotalRevenueAmt
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$14,446PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$15,512CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$200,456PYOtherExpensesAmt
CY Other Expenses$205,133CYOtherExpensesAmt
PY Total Expenses$214,902PYTotalExpensesAmt
CY Total Expenses$220,645CYTotalExpensesAmt
PY Revenues Less Expenses-$46,660PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$43,726CYRevenuesLessExpensesAmt
Total Assets BOY$943,617TotalAssetsBOYAmt
Total Assets EOY$906,375TotalAssetsEOYAmt
Total Liabilities BOY$1,126,310TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,132,794TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$182,693NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$226,419NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE GROUP HOUSING TO LOW-INCOME ELDERLY AND PHYSICALLY AND/OR MENTALLY DISABLED INDIVIDUALS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$194,589ExpenseAmt
Revenue$172,177RevenueAmt
DescPROVIDE GROUP HOUSING, CONSISTING OF 8 UNITS, TO MENTALLY AND PHYSICALLY HANDICAPPED AND DISABLED PERSONS.Desc
Total Program Service Expenses$194,589TotalProgramServiceExpensesAmt
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 Document3IRPDocumentCnt
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 (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
PAMELA PINKETT
PRESIDENT0.250.25Yes (X)Yes (X)$0$0$0
PATRICK LLOYD
VICE PRESIDENT0.250.25Yes (X)Yes (X)$0$0$0
DERWARD BROOKS
TREASURER0.250.25Yes (X)Yes (X)$0$0$0
SHAUN EDDY
SECRETARY0.250.25Yes (X)Yes (X)$0$0$0
JAN BARANCZAK
BOARD MEMBER0.250.25Yes (X)$0$0$0
SANDRA CORBIN
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$172,177TotalRevenueColumnAmt
Related Or Exempt Func Income$172,177RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$172,177TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,742TotalRevenueColumnAmt
Exclusion$4,742ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$176,919TotalRevenueColumnAmt
Related Or Exempt Func Income$172,177RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,742ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$13,265TotalAmt
Program Services$13,265ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$566TotalAmt
Program Services$566ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,681TotalAmt
Program Services$1,681ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$17,916TotalAmt
Management And General$17,916ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,972TotalAmt
Program Services$3,832ProgramServicesAmt
Management And General$8,140ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$10,980TotalAmt
Program Services$10,980ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,661TotalAmt
Program Services$5,661ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$108,596TotalAmt
Program Services$108,596ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$771TotalAmt
Program Services$771ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$45,096TotalAmt
Program Services$45,096ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
HOMEOWNER'S ASSOCIATION$2,455$2,455
OTHER TAXES AND INSURAN$956$956
MISC. FINANCIAL EXPENSE$730$730

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$220,645TotalAmt
Program Services$194,589ProgramServicesAmt
Management And General$26,056ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$154,520BOYAmt
EOY$142,946EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,378BOYAmt
EOY$5,853EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,953,442LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,291,591LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$700,947BOYAmt
EOY$661,851EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$82,772BOYAmt
EOY$95,725EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$943,617BOYAmt
EOY$906,375EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,786BOYAmt
EOY$10,821EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,754BOYAmt
EOY$1,810EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$12,775BOYAmt
EOY$14,752EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$691,773BOYAmt
EOY$671,653EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$410,222BOYAmt
EOY$433,758EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,126,310BOYAmt
EOY$1,132,794EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$182,693BOYAmt
EOY-$226,419EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$182,693BOYAmt
EOY-$226,419EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$943,617BOYAmt
EOY$906,375EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$43,726ReconcilationRevenueExpnssAmt
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$356,587CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$322,798CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$176,073CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$167,306CurrentTaxYearMinus1YearAmt
Current Tax Year$172,177CurrentTaxYearAmt
Total$1,194,941TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$356,587CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$322,798CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$176,073CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$167,306CurrentTaxYearMinus1YearAmt
Current Tax Year$172,177CurrentTaxYearAmt
Total$1,194,941TotalAmt

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$1,194,941PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$137CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$146CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$936CurrentTaxYearMinus1YearAmt
Current Tax Year$4,742CurrentTaxYearAmt
Total$6,016TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$137CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$146CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$936CurrentTaxYearMinus1YearAmt
Current Tax Year$4,742CurrentTaxYearAmt
Total$6,016TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$356,724CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$322,853CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$176,219CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$168,242CurrentTaxYearMinus1YearAmt
Current Tax Year$176,919CurrentTaxYearAmt
Total$1,200,957TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99500PublicSupportCY509Pct
Public Support PY5090.99890PublicSupportPY509Pct
Investment Income CY0.00500InvestmentIncomeCYPct
Investment Income PY0.00110InvestmentIncomePYPct
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$1,700,133OtherCostOrOtherBasisAmt
Depreciation$1,238,296DepreciationAmt
Book Value$461,837BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$64,814OtherCostOrOtherBasisAmt
Depreciation$53,295DepreciationAmt
Book Value$11,519BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$661,851TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
ESCROW DEPOSITS$14,474
RESERVE FOR REPLACEMENTS$66,722
SECURITY DEPOSITS$14,529
FieldValueIRS element (for citing)
Total Book Value Other Assets$95,725TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ACCRUED INTEREST PAYABLE$386,502
DUE TO AFFILIATE$7,256
GRANT ADVANCEMENT$40,000
FieldValueIRS element (for citing)
Total Liability$433,758TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$176,919TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$176,919RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$176,919TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$220,645TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$220,645ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$220,645TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, LINE 2B:FormAndLineReferenceDesc
ExplanationTHE AMOUNTS OF $14,752 AND $12,775 AS OF DECEMBER 31, 2024 AND 2023, 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 $ 5,264 PROPERTY AND LIABILITY INSURANCE 6,015 CONTRACTS 58,647 INTEREST 26,964 SUPPLIES 3,679 UTILITIES 8,027 ___________ TOTAL OCCUPANCY EXPENSE $ 108,596

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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