2015-01-12T12:30:03-06:00 2014-06-30 521754364 E COHEN AND COMPANY CPAS ONE RESEARCH COURT SUITE 101 ROCKVILLE MD 20850 990 2013-07-01 237367530 HARTWOOD FOUNDATION INC HART 7032730939 3702 PENDER DRIVE NO 410 FAIRFAX VA 22030 ANDREW GYOURKO EXECUTIVE DIRECTOR 7039143901 2015-01-12 1 ERIC COHEN CPA P00501016 3019176200 2013 2016-02-25 16:41:14Z ANDREW GYOURKO 3702 PENDER DRIVE NO 410 FAIRFAX VA 22030 9161546 0 X WWW.HARTWOODFOUNDATION.COM X 1973 VA TO PROVIDE OPPORTUNITIES IN COMMUNITY LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. 7 7 209 7 0 0 237771 255416 8254646 8460812 221371 233985 15586 6899 8729374 8957112 0 0 0 0 6461980 6961025 0 0 0 2140889 2088238 8602869 9049263 126505 -92151 7724762 7882792 693439 665222 7031323 7217570 X THE MISSION OF HARTWOOD FOUNDATION, INC (THE FOUNDATION), A NOT-FOR-PROFIT ORGANIZATION EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), IS TO PROVIDE SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES BY FURNISHING HOUSING AND TRAINING IN INDEPENDENT LIVING. 0 0 6501352 7204011 THE FOUNDATION PROVIDES SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES BY FURNISHING HOUSING AND TRAINING IN INDEPENDENT LIVING. THE FOUNDATION OPERATES FIFTEEN GROUP HOMES UNDER COMMUNITY GRANTS FROM FAIRFAX COUNTY, VA AND THE MR. WAIVER PROGRAM. 1190420 1263700 THE FOUNDATION PROVIDES TRAINING AND ASSISTANCE TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES. THE FOUNDATION OPERATES THREE GROUP HOMES IN HENRICO COUNTY, VIRGINIA UNDER THE MR. WAIVER PROGRAM. 7691772 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 0 0 0 0 0 1 27 0 1 209 1 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X THE ORGANIZATION 7032730939 3702 PENDER DRIVE NO 410 FAIRFAX VA 22030 CHRISTIAN BROWN PRESIDENT 2.50 X X 0 0 0 JOHN BURGESS TREASURER 2.50 X X 0 0 0 KEVIN MCCARTHY VICE PRESIDENT 2.50 X X 0 0 0 DAVID LOMBARD SECRETARY 2.50 X X 0 0 0 KATHY LOMBARD DIRECTOR 2.50 X 0 0 0 JOCELYN FOLSOM DIRECTOR 2.50 X 0 0 0 IBUKUN OGUNBEKUN DIRECTOR 2.50 X 0 0 0 ANDREW GYOURKO EXECUTIVE DIRECTOR 40.00 X 125187 0 7812 SEAN MCGINNIS DIRECTOR RES. SERVICES 40.00 X 110850 0 7812 236037 0 15624 2 0 0 0 0 255416 255416 MEDICAID CONTRACT 623990 5459582 5459582 LOCAL GOVERNMENT CONTR 623990 2391106 2391106 CLIENT FEES 623990 589373 589373 CO-PAYMENTS 623990 20751 20751 8460812 161098 161098 276721 600 204434 0 72287 600 72887 72887 OTHER INCOME 623990 6899 6899 6899 8957112 8467711 0 233985 251661 213912 37749 5385979 4578082 807897 885907 753021 132886 437478 371856 65622 2100 1785 315 4916 4179 737 38324 32575 5749 120 120 107221 91137 16084 4680 3978 702 86869 73842 13027 597106 507540 89566 147498 125373 22125 3964 3369 595 13246 11259 1987 130371 110815 19556 70391 59832 10559 FOOD AND BEVERAGE 342891 291457 51434 OTHER SPECIAL ASSISTANC 144820 123097 21723 BUILDING AND GROUNDS MA 130482 110910 19572 HOUSEHOLD SUPPLIES 114054 96946 17108 149185 126807 22378 9049263 7691772 1357491 0 418034 307422 1027864 206219 661688 1033590 267207 267207 167271 116225 2851149 1270345 1592998 1580804 3565502 4347127 24198 24198 7724762 7882792 412495 416742 234906 200575 46038 47905 693439 665222 X 6983409 7167499 47914 50071 7031323 7217570 7724762 7882792 -92151 278398 0 X X 0 1 X 1 0 X 7759673 7632363 7668221 7908475 8106104 39074836 7759673 7632363 7668221 7908475 8106104 39074836 39074836 73495 75634 88409 105546 161098 504182 22811 2360 6528 15586 6899 54184 39633202 2987428 0.98590 0.98790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 295615 295615 1366277 270394 1095883 33841 7002 26839 1155416 992949 162467 1580804 TENANTS AMOUNT HELD IN TRUST 47905 47905 X 9235390 278398 278398 8956992 120 120 8957112 9049143 0 9049143 120 120 9049263 PART X, LINE 2: NO PROVISION HAS BEEN MADE FOR INCOME TAXES, SINCE THE FOUNDATION HAS BEEN DETERMINED TO BE EXEMPT FROM INCOME TAX PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3). THERE WAS NO NET UNRELATED BUSINESS TAXABLE INCOME DURING THE YEAR. THE FOUNDATION ADOPTED THE FINANCIAL ACCOUNTING STANDARDS BOARD FASB ASC 740-10, INCOME TAXES, WHICH REQUIRES AN ASSESSMENT OF UNCERTAINTY IN INCOME TAXES AND CERTAIN FINANCIAL STATEMENT DISCLOSURES RELATING TO UNRECOGNIZED TAX BENEFITS. FOR THE YEAR ENDED JUNE 30, 2014, THE FOUNDATION HAS DOCUMENTED ITS CONSIDERATION OF FASC ASC 740-10 AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION HAS NOT RECOGNIZED ANY CUMULATIVE ADJUSTMENT RELATING TO THE ADOPTION OF FASB ASC INCOME TAX TOPIC, NOR ARE THERE ANY UNRECOGNIZED TAX BENEFITS TO BE DISCLOSED AS OF JUNE 30, 2014 AND 2013. UNCERTAINTY IN INCOME TAXES FOR A NOT-FOR-PROFIT ORGANIZATION WOULD INCLUDE THE STATUS OF ITS EXEMPTION FROM TAXES, STATUS OF FILINGS IN LOCAL JURISDICTIONS, AND UNRELATED BUSINESS INCOME, IF ANY. THE FOUNDATION'S INFORMATION RETURN FILINGS FOR THE YEARS 2010-2012 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND VIRGINIA. THE 2013 FEDERAL AND STATE RETURNS FOR THE FISCAL YEAR ENDED JUNE 30, 2014, HAVE NOT YET BEEN FILED. FORM 990, PART VI, SECTION A, LINE 2 DAVID LOMBARD IS KATHY LOMBARD'S FATHER. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED DURING THE WEEKLY MANAGEMENT MEETING AND THEN ONCE AGAIN IT IS DISCUSSED AND REVIEWED AT THE MONTHLY BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C HARTWWOOD FOUNDATION DOES NOT HIRE CLIENTS OR FAMILTY MEMBERS OF CLIENTS TO WORK FOR THE ORGANIZATION. THE ORGANIZATION HAS A POLICY THAT STATES THAT POTENTIAL OR PERCEIVED CONFLICT OF INTEREST IS REPORTED AND INVESTIGATED. SERVICES ARE LICENSED BY THE STATE AND MONITORED BY LOCAL CASE MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S MANAGEMENT PERIODICALLY MEETS WITH SIMILAR AGENCIES TO DISCUSS SALARIES AND WAGES OF TOP EXECUTIVES EVERY FOUR TO FIVE YEARS. THE AFFILIATES ENGAGE BAYLIGHTS, INC. TO ANALYZE SALARIES AND WAGES AND PRESENT ANY PROPOSED ADJUSTMENTS TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST IN THE OFFICE. THE POLICY IS STATED ON THE WEBSITE. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE IN THE COMMITTEE'S AUDIT OVERSIGHT PROCESS OR THE INDEPENDENT AUDITOR'S SELECTION PROCESS.