2014-02-26T08:31:39-06:00 2013-06-30 521754364 E COHEN AND COMPANY CPAS ONE RESEARCH COURT SUITE 101 ROCKVILLE MD 20850 990 2012-07-01 237367530 HARTWOOD FOUNDATION INC HART 7032730939 3702 PENDER DRIVE NO 410 FAIRFAX VA 22030 ANDREW GYOURKO 7039143901 2014-01-29 1 ERIC COHEN CPA P00501016 3019176200 2012 2015-11-30 17:44:51Z ANDREW GYOURKO 3702 PENDER DRIVE NO 410 FAIRFAX VA 22030 10220018 0 X WWW.HARTWOODFOUNDATION.COM X 1973 VA TO PROVIDE OPPORTUNITIES IN COMMUNITY LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. 6 6 204 6 0 0 258804 237771 8000697 8254646 223327 221371 6528 15586 8489356 8729374 0 0 0 0 6445462 6461980 0 0 0 2043776 2140889 8489238 8602869 118 126505 7508319 7724762 663626 693439 6844693 7031323 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 6114069 6744990 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. 1198206 1525242 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. 7312275 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 22 0 1 204 1 0 0 0 0 0 0 0 0 0 0 X 6 6 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 2.50 X X 0 0 0 JOHN BURGESS 2.50 X X 0 0 0 KEVIN MCCARTHY 2.50 X X 0 0 0 DAVID LOMBARD 2.50 X X 0 0 0 KATHY LOMBARD 2.50 X 0 0 0 PAULINE WADE 2.50 X 0 0 0 ANDREW GYOURKO 40.00 X 123846 0 6049 SEAN MCGINNIS 40.00 X 110994 0 6049 234840 0 12098 2 0 0 0 0 237771 237771 MEDICAID CONTRACT 623990 5310292 5310292 LOCAL GOVERNMENT CONTRACT 623990 2360412 2360412 CLIENT FEES 623990 561455 561455 CO-PAYMENTS 623990 22487 22487 8254646 105546 105546 1606469 1490644 115825 115825 115825 RECOVERY OF BAD DEBT 623990 13626 13626 OTHER INCOME 623990 1960 1960 15586 8729374 8270232 0 221371 246938 209897 37041 5125140 4356369 768771 680747 578635 102112 409155 347782 61373 2100 1785 315 2527 2148 379 61160 51986 9174 192 192 61663 52413 9250 21428 18214 3214 73314 62317 10997 610972 519326 91646 153614 130572 23042 6239 5303 936 18265 15525 2740 173940 147849 26091 75288 63995 11293 FOOD AND BEVERAGE 341348 290146 51202 BUILDING AND GROUNDS MA 156921 133383 23538 OTHER SPECIAL ASSISTANC 155237 131951 23286 HOUSEHOLD SUPPLIES 106293 90349 15944 120388 102330 18058 8602869 7312275 1290594 0 1000 1000 1803384 1444898 465618 661688 267207 267207 23983 167271 2937370 1344372 1632956 1592998 3289973 3565502 24198 24198 7508319 7724762 348104 412495 270685 234906 44837 46038 663626 693439 X 6797490 6983409 47203 47914 6844693 7031323 7508319 7724762 126505 60125 0 X X 0 1 X 1 0 X 7776155 7759673 7632363 7668221 7908475 38744887 7776155 7759673 7632363 7668221 7908475 38744887 38744887 77110 73495 75634 88409 105546 420194 7565 22811 2360 6528 15586 54850 39219931 2927105 0.98790 0.98770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 295615 295615 1366277 240947 1125330 33841 4230 29611 1241637 1099195 142442 1592998 TENANTS AMOUNT HELD IN TRUST 46038 46038 X 8789307 60125 60125 8729182 192 192 8729374 8602677 0 8602677 192 192 8602869 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. INCOME FROM NONEXEMPT FUNCTIONS IS SUBJECT TO INCOME TAXES TO THE EXTENT THAT THE REVENUE EXCEEDS RELATED COST. NO INCOME WAS TAXABLE IN 2013. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION. THE FOUNDATION COMPLIES WITH THE ACCOUNTING STANDARDS ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES. BASED ON THE TECHNICAL MERITS OF THE POSITION, THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS BEEN GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE GUIDANCE. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010. 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. THERE WAS NO CHANGE IN THE COMMITTEE'S AUDIT OVERSIGHT PROCESS OR THE INDEPENDENT AUDITOR'S SELECTION PROCESS.