2018-08-15T12:23:05-05:00 2017-09-30 410746749 CLIFTONLARSONALLEN LLP 1966 GREENSPRING DRIVE SUITE 300 TIMONIUM MD 210934161 990 2016-10-01 521925614 CIVIC WORKS INC CIVI 4103668533 2701 SAINT LO DRIVE BALTIMORE MD 21213 DANA STEIN EXECUTIVE DIRECTOR 4103668533 2018-08-13 1 LAUREN BALLARD P01451787 4104530900 2016 2022-09-23 18:48:47Z DANA STEIN 2701 SAINT LO DRIVE BALTIMORE MD 21213 12187907 0 X WWW.CIVICWORKS.COM X 1993 MD STRENGTHENING LOCAL COMMUNITIES THROUGH EDUCATION, SKILLS DEVELOPMENT AND COMMUNITY SERVICE. 33 33 527 3010 0 0 10990817 10958608 844524 1183170 43635 44629 4773 1500 11883749 12187907 290044 415128 0 0 6649241 6748266 0 0 165661 4332184 5224182 11271469 12387576 612280 -199669 9776679 10500216 3677432 4600638 6099247 5899578 X STRENGTHENING BALTIMORE'S COMMUNITIES THROUGH EDUCATION, SKILLS DEVELOPMENT AND COMMUNITY SERVICE. 0 0 1343207 AMERICORPS PROGRAM - PARTICIPANTS RECEIVE EMPLOYMENT TRAINING WHILE PERFORMING ESSENTIAL SERVICES (E.G. REHAB OF LOW-INCOME HOUSING AND CONVERTING VACANT LOTS TO PARKS AND GARDENS). CIVIC WORKS PARTICIPANTS TUTOR & MENTOR SCHOOL CHILDREN IN AFTER-SCHOOL FACILITIES. 2210871 ENERGY CONSERVATION PROGRAM - CIVIC WORKS PARTICIPANTS TEACH ENERGY SAVING PRACTICES AND PROVIDE HOME ENERGY IMPROVEMENT SERVICES TO MAKE HOMES MORE COMFORTABLE AND AFFORDABLE. 3538670 1183170 ENERGY JOB TRAINING, WEATHERIZATION AND RETROFIT PROGRAMS - CIVIC WORKS TEACHES JOB SKILLS FOR "GREEN" CAREERS, PROVIDES ON-THE-JOB TRAINING THROUGH WEATHERIZATION OF LOW INCOME HOMES AND PROVIDES JOB PLACEMENT UPON COMPLETION, TRAINING IN SOLAR, AND BROWNFIELD REMEDIATION. 3977493 415128 ELDER SERVICES - CIVIC WORKS PROVIDES THE FACILITATION OF AGING-IN-PLACE THROUGH FALL PREVENTION, CASE MANAGEMENT, AND CONNECTION TO SERVICES. 3977493 415128 11070241 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 55 0 527 1 0 0 0 0 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X DANA STEIN 4103668533 2701 SAINT LO DRIVE BALTIMORE MD 21213 JONATHAN MELNICK CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 ANTONY M GROSS VICE CHAIR 1.00 X X 0 0 0 JARED A ROSEN CPA MBA TREASURER 1.00 X X 0 0 0 VANESSA L MORRIS SECRETARY 1.00 X X 0 0 0 MARC G BUNTING BOARD MEMBER 1.00 X 0 0 0 ANTOINE BANKS BOARD MEMBER 1.00 X 0 0 0 MARK COUNSELMAN BOARD MEMBER 1.00 1.00 X 0 0 0 TOM COYLE BOARD MEMBER 1.00 X 0 0 0 MATTHEW ESWORTHY ESQ BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER L FEAREY BOARD MEMBER 1.00 X 0 0 0 HOWARD FELDMAN BOARD MEMBER 1.00 X 0 0 0 MATTHEW FREEDMAN BOARD MEMBER 1.00 X 0 0 0 ELIZA GRAHAM BOARD MEMBER 1.00 X 0 0 0 STEVE HAZAN BOARD MEMBER 1.00 X 0 0 0 DAVIN HONG BOARD MEMBER 1.00 X 0 0 0 JOHNS HOPKINS JR BOARD MEMBER 1.00 X 0 0 0 RICHARD MAYHEW BOARD MEMBER 1.00 1.00 X 0 0 0 JULIE MAZZOLA BOARD MEMBER 1.00 X 0 0 0 ANDREA MCCANTS CPA BOARD MEMBER 1.00 X 0 0 0 DAVID MILTON BOARD MEMBER 1.00 X 0 0 0 LOUIS MISERENDINO BOARD MEMBER 1.00 1.00 X 0 0 0 IAN NEUMAN BOARD MEMBER 1.00 X 0 0 0 JAYNA POWELL BOARD MEMBER 1.00 X 0 0 0 ODETTE RAMOS BOARD MEMBER 1.00 X 0 0 0 JEROME SANDERS BOARD MEMBER 1.00 2.00 X 0 0 0 CAROL SCHWARTZ BOARD MEMBER 1.00 X 0 0 0 MICHAEL SMITH BOARD MEMBER 1.00 X 0 0 0 CRAIG SOLOMON BOARD MEMBER 1.00 X 0 0 0 STEVEN STERN BOARD MEMBER 1.00 X 0 0 0 TERRELL WILLIAMS BOARD MEMBER 1.00 X 0 0 0 ROBERT ZDENEK BOARD MEMBER 1.00 X 0 0 0 DR BARBARA ZIRKIN BOARD MEMBER 1.00 X 0 0 0 BARRY ZIRKIN PHD BOARD MEMBER 1.00 X 0 0 0 DANA STEIN EXECUTIVE DIRECTOR, EX-OFFICIO 40.00 2.00 X 141600 0 5149 141600 0 5149 1 0 0 0 ELYSIAN ENERGY SOLUTIONS LLC 14300 CHERRY LANE CT SUITE 214 LAUREL MD 20707 WEATHERIZATION SERVICES 169706 ADVANCED GREEN HOME SOLUTIONS 317 OREGON STREET HOLLYWOOD FL 33019 WEATHERIZATION SERVICES 145507 USA ENERGY CO INC 1100 BATAVIA FARM RD BALTIMORE MD 21213 WEATHERIZATION SERVICES 113511 HOME ENERGY LOSS PROFESSIONALS 7114 EASTBROOK AVE BALTIMORE MD 21224 WEATHERIZATION SERVICES 100978 4 7079565 3879043 10958608 SERVICE REVENUE 611710 1183170 1183170 1183170 43629 43629 1500 0 1500 1500 1500 1000 0 1000 1000 1000 12187907 1183170 0 46129 X 415128 415128 125148 43802 38783 42563 5736436 5270076 441847 24513 33299 32917 382 378315 347152 28969 2194 475068 435296 36629 3143 27702 25457 1583 662 2800 2800 1929284 1774568 109159 45557 55813 3288 52525 1585652 1477551 70857 37244 261370 161912 98660 798 192340 190165 2040 135 436987 432477 3932 578 7695 7695 83807 83807 124891 50380 74511 MEALS & SNACKS 163536 150747 5518 7271 DUES & SUBSCRIPTIONS 81964 64600 16640 724 APPLICANT SCREENING 71222 70490 638 94 STAFF DEVELOPMENT 57161 56573 512 76 141958 67662 74187 109 12387576 11070241 1151674 165661 276975 645703 456681 669000 2678528 2464629 4359183 4360251 63588 70867 800047 412957 302262 387090 1436273 1436273 203189 466403 9776679 10500216 682550 1395940 2994882 3204698 3677432 4600638 X 3227716 3196042 2871531 2703536 6099247 5899578 9776679 10500216 -199669 0 X 0 1 X 1 1 1 X 5879167 7914788 9851294 10990817 10958608 45594674 5879167 7914788 9851294 10990817 10958608 45594674 5313431 40281243 104 43663 43635 45129 132531 6322 6322 4773 4773 45738300 5476535 0.88070 0.90290 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2015 AMOUNT: $ 4,773. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 112859 40940 71919 149713 46795 102918 537475 325222 212253 387090 INVESTMENT IN CLIFTON MASION 1436273 C 1436273 EMPLOYEE ASSISTANCE FUND 603 DUE TO RELATED PARTIES 3204095 3204698 X PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB INTERPRETATION NO. 48 (FIN 48), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FASB ASC 740 ]10). MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION UNDER FIN 48. 1 MEALS ON WHEELS OF CENTRAL MARYLAND 515 S HAVEN STREET BALTIMORE MD 21224 526074723 501(C)(3) 89095 ASSIST IN PROVIDING MEALS TO LESS FORTUNATE INDIVIDUALS STRONG CITY BALTIMORE 3503 N CHARLES STREET BALTIMORE MD 21218 520897806 501(C)(3) 57960 ASSIST IN REBUILDING NEIGHBORHOODS SINAI HOSTPITAL OF BALTIMORE 2401 W BELVEDERE AVE BALTIMORE MD 21215 520486540 501(C)(3) 88251 HEALTH WELFARE KESWICK MULTI-CARE 700 W 40TH ST BALTIMORE MD 21211 520591485 501(C)(3) 87450 NURSING HOME CARE BANNER NEIGHBORHOODS 2900 E FAYETTE ST BALTIMORE MD 21224 521336621 501(C)(3) 87372 ASSISTING IN IMPROVING THE QUALITY OF LIFE 5 PART I, LINE 2: AN ADVISORY GROUP WAS FORMED TO EVALUATE THE APPLICANTS FOR THE GRANTS AND THEY ALSO REVIEWED THE APPLICATIONS TO ENSURE THAT FUNDS WOULD BE SPENT LOCALLY AND WITHIN GRANT GUIDELINES. THE CIVIC WORKS PROGRAM DIRECTOR IS ALSO IN CONSTANT CONTACT WITH THE GRANTEES TO DISCUSS PROGRAM ISSUES AND OUTCOMES. FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF DIRECTORS, BY RESOLUTION ADOPTED BY A MAJORITY OF THE DIRECTORS IN OFFICE, MAY DESIGNATE FROM AMONG ITS MEMBERS AN EXECUTIVE COMMITTEE CONSISTING OF SUCH NUMBER OF DIRECTORS AS MAY BE SPECIFIED IN THE RESOLUTION, WHICH COMMITTEE, TO THE EXTENT PROVIDED IN SUCH RESOLUTION, SHALL HAVE THE POWER TO EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION, EXCEPT THAT SUCH COMMITTEE SHALL HAVE NO AUTHORITY TO AMEND, ALTER OR REPEAL THE BYLAWS, TO ELECT, APPOINT OR REMOVE ANY DIRECTOR OR OFFICER OF THE CORPORATION, OR TO APPROVE ANY CHARTER DOCUMENT REQUIRED TO BE FILED WITH THE STATE DEPARTMENT OF ASSESSMENTS AND TAXATION OF MARYLAND. FORM 990, PART VI, SECTION B, LINE 11B THE CEO, CFO AND FINANCE COMMITTEE REVIEW THE 990 AND THEN DISTRIBUTES THE FINAL 990 TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY. THE POLICY APPLIES TO BOARD MEMBERS, STAFF, AND CERTAIN VOLUNTEERS. AN INTERESTED PARTY IS UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN, OR REASONABLY SHOULD BE KNOWN. AN INTERESTED PARTY SHALL COMPLETE A QUESTIONNAIRE TO FULLY AND COMPLETELY DISCLOSE THE MATERIAL FACTS ABOUT ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE DISCLOSURE STATEMENT SHALL BE COMPLETED UPON HIS/HER ASSOCIATION WITH THE ORGANIZATION, AND SHALL BE UPDATED ANNUALLY THEREAFTER. AN ADDITIONAL DISCLOSURE STATEMENT SHALL BE FILED AT SUCH TIME AS AN ACTUAL OR POTENTIAL CONFLICT ARISES. FOR BOARD MEMBERS, THE DISCLOSURE STATEMENTS SHALL BE PROVIDED TO THE CHAIR OF THE BOARD, OR IN THE CASE OF THE CHAIR'S DISCLOSURE STATEMENT SHALL BE PROVIDED TO THE SECRETARY OF THE BOARD. COPIES SHALL ALSO BE PROVIDED TO THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION. IN THE CASE OF STAFF OR VOLUNTEERS WITH SIGNIFICANT DECISION MAKING AUTHORITY, THE DISCLOSURE STATEMENTS SHALL BE PROVIDED TO THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION, OR IN THE CASE OF THE CHIEF EXECUTIVE OFFICER'S DISCLOSURE STATEMENT SHALL BE PROVIDED TO THE CHAIR OF THE BOARD. THE SECRETARY OF THE BOARD OF DIRECTORS SHALL FILE COPIES OF ALL DISCLOSURE STATEMENTS WITH THE OFFICIAL CORPORATE RECORDS OF THE ORGANIZATION. WHENEVER THERE IS REASON TO BELIEVE THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST EXISTS BETWEEN CIVIC WORKS, INC. AND AN INTERESTED PARTY, THE BOARD OF DIRECTORS SHALL DETERMINE THE APPROPRIATE ORGANIZATIONAL RESPONSE. WHERE THE ACTUAL OR POTENTIAL CONFLICT INVOLVES AN EMPLOYEE OF THE ORGANIZATION OTHER THAN THE EXECUTIVE DIRECTOR, THE EXECUTIVE DIRECTOR SHALL, IN THE FIRST INSTANCE, BE RESPONSIBLE FOR REVIEWING THE MATTER AND MAY TAKE APPROPRIATE ACTION AS NECESSARY TO PROTECT THE INTERESTS OF THE ORGANIZATION. THE EXECUTIVE DIRECTOR SHALL REPORT TO THE CHAIR THE RESULTS OF ANY REVIEW AND THE ACTION TAKEN. THE CHAIR, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE, SHALL DETERMINE IF ANY FURTHER BOARD REVIEW OR ACTION IS REQUIRED. WHERE AN ACTUAL OR POTENTIAL CONFLICT EXISTS BETWEEN THE INTERESTS OF CIVIC WORKS, INC. AND AN INTERESTED PARTY WITH RESPECT TO A SPECIFIC PROPOSED ACTION OR TRANSACTION, CIVIC WORKS, SHALL REFRAIN FROM THE PROPOSED ACTION OR TRANSACTION UNTIL SUCH TIME AS THE PROPOSED ACTION OR TRANSACTION HAS BEEN APPROVED BY THE DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS OF THE ORGANIZATION. THE FOLLOWING PROCEDURES SHALL APPLY: AN INTERESTED PARTY WHO HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED ACTION OR TRANSACTION OF THE CORPORATION SHALL NOT PARTICIPATE IN ANYWAY IN, OR BE PRESENT DURING THE DELIBERATIONS AND DECISION MAKING OF THE ORGANIZATION WITH RESPECT TO SUCH ACTION OR TRANSACTION. THE INTERESTED PARTY MAY, UPON REQUEST, BE AVAILABLE TO ANSWER QUESTIONS OR PROVIDE MATERIAL FACTUAL INFORMATION ABOUT THE PROPOSED ACTION OR TRANSACTION. THE DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS MAY APPROVE THE PROPOSED ACTION OR TRANSACTION UPON FINDING THAT IT IS IN THE BEST INTERESTS OF THE CORPORATION. THE BOARD SHALL CONSIDER WHETHER THE TERMS OF THE PROPOSED TRANSACTION ARE FAIR AND REASONABLE TO THE ORGANIZATION AND WHETHER IT WOULD BE POSSIBLE, WITH REASONABLE EFFORT, TO FIND A MORE ADVANTAGEOUS ARRANGEMENT WITH A PARTY OR ENTITY THAT IS NOT AN INTERESTED PARTY. APPROVAL BY THE DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS SHALL BE BY VOTE OF A MAJORITY OF DIRECTORS IN ATTENDANCE AT A MEETING AT WHICH A QUORUM IS PRESENT. AN INTERESTED PARTY SHALL NOT BE COUNTED FOR PURPOSES OF DETERMINING WHETHER A QUORUM IS PRESENT, NOR FOR PURPOSES OF DETERMINING WHAT CONSTITUTES A MAJORITY VOTE OF DIRECTORS IN ATTENDANCE. THE MINUTES OF THE MEETING SHALL REFLECT THAT THE CONFLICT DISCLOSURE WAS MADE, THE VOTE TAKEN AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION BY THE INTERESTED PARTY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS USES COMPARABILITY DATA TO DETERMINE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE BOARD OF DIRECTORS CONSIDERS THE COMMITTEE'S RECOMMENDATION AND THE BOARD'S DECISION IS REFLECTED IN ITS MEETING MINUTES. THE EXECUTIVE AND DEPUTY EXECUTIVE DIRECTOR DETERMINE THE COMPENSATION FOR THE REST OF THE MANAGEMENT TEAM. THIS PROCESS WAS LAST COMPLETED IN 2018. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PAYROLL SERVICE CHARGES: PROGRAM SERVICE EXPENSES 296. MANAGEMENT AND GENERAL EXPENSES 25. FUNDRAISING EXPENSES 2. TOTAL EXPENSES 323. CONTRACTOR FEES: PROGRAM SERVICE EXPENSES 1,774,272. MANAGEMENT AND GENERAL EXPENSES 109,134. FUNDRAISING EXPENSES 45,555. TOTAL EXPENSES 1,928,961. CLIFTON MANSION DEVELOPER LLC 2445 EAST 32ND STREET BALTIMORE MD 21213 462762786 OTHER REAL ESTATE MD 0 1000000 CIVIC WORKS INC REACH OF BALTIMORE INC 2701 ST LO DRIVE BALTIMORE MD 21213 262909124 OPERATES A HIGH SCHOOL MD 501(C)(3) LINE 2 N/A 0 GREENING BALTIMORE 2701 ST LO DRIVE BALTIMORE MD 21213 473217317 TO PROMOTE THE WELFARE OF YOUNG ADULTS MD 501(C)(3) LINE 9 N/A 0 CLIFTON MANSION QALICB LLC 2701 SAINT LO DRIVE BALTIMORE MD 21213 462783320 REAL ESTATE MD CLIFTON MANSION MANAGER LLC EXCLUDED -88760 6950866 0 0 0.51000 CLIFTON MANSION MANAGER LLC 2445 EAST 32ND STREET BALTIMORE MD 21213 462758531 OTHER REAL ESTATE MD CIVIC WORKS C 75427 2462613 1.00000 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 1 CLIFTON MANSION MANAGER S 831573 FMV