2025-12-11T12:31:08-06:00 2025-06-30 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2024-07-01 520671428 THE ARC BALTIMORE INC ARCB 4102962272 7215 YORK ROAD BALTIMORE MD 21212 KATHLEEN DURKIN CEO 4102962272 2025-12-09 1 1 JULIA FLANNERY P00928918 3012963600 2025-12-09 2024 2025-03-06 01:10:19Z KATHLEEN DURKIN 7215 YORK ROAD BALTIMORE MD 21212 54698510 0 X WWW.THEARCBALTIMORE.ORG X 1950 MD THE ARC BALTIMORE SUPPORTS PEOPLE WITH DEVELOPMENTAL DISABILITIES TO LEAD FULFILLING LIVES WITH A SENSE OF BELONGING, PURPOSE, AND MEANINGFUL RELATIONSHIPS. 21 21 879 40 0 0 503927 416764 50534701 52234499 1566491 1515285 209814 412139 52814933 54578687 0 0 0 0 37687691 39640498 0 0 231970 12802936 12876369 50490627 52516867 2324306 2061820 38625862 39197564 10744433 8727533 27881429 30470031 THE ARC BALTIMORE SUPPORTS PEOPLE WITH DEVELOPMENTAL DISABILITIES TO LEAD FULFILLING LIVES WITH A SENSE OF BELONGING, PURPOSE, AND MEANINGFUL RELATIONSHIPS. 0 0 24856244 27749466 THE ARC BALTIMORE'S COMMUNITY LIVING DIVISION ASSISTS NEARLY 200 PEOPLE WITH DISABILITIES IN HOMES AND APARTMENTS ACROSS THE BALTIMORE AREA TO HELP THEM BECOME FULL AND ACTIVE MEMBERS OF THEIR CHOSEN COMMUNITIES. SUPPORTS ARE INDIVIDUALLY TAILORED AND PROVIDED ON A PART- OR FULL-TIME BASIS, ACCORDING TO THEIR NEEDS AND PREFERENCES. WE HELP PEOPLE BE AS INDEPENDENT AS POSSIBLE AND ENJOY FRIENDS, FAMILY, HOBBIES, OR WHATEVER INTERESTS THEY MAY HAVE. 17026349 19593935 THE ARC BALTIMORE'S COMMUNITY EMPLOYMENT DIVISION OFFERS JOB DEVELOPMENT SERVICES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) THROUGH PRE-EMPLOYMENT TRANSITION SERVICES, INTERNSHIP OPPORTUNITIES, JOB COACHING, AND THE DEVELOPMENT OF THE SOFT SKILLS NECESSARY TO SECURE MEANINGFUL EMPLOYMENT. THE ARC SUPPORTS 400+ PEOPLE IN EITHER COMPETITIVE INTEGRATED EMPLOYMENT OR ON A SUPERVISED WORK CREW. THE ARC'S DAY SERVICES DIVISION SUPPORTS 300+ PEOPLE WITH IDD AT FOUR DAY SERVICE LOCATIONS THROUGHOUT BALTIMORE CITY AND COUNTY. THE PERSON-CENTERED SERVICES PROVIDE OPPORTUNITIES FOR GROWTH AND COMMUNITY INTEGRATION THROUGH VOLUNTEERING, INTEREST EXPLORATION, AND LEISURE ACTIVITIES WITH FRIENDS. 4170164 4891098 OUR FAMILY SERVICES DIVISION SUPPORTS HUNDREDS OF FAMILIES THROUGH TREATMENT FOSTER CARE, RESPITE CARE, IN-HOME FAMILY SUPPORT AND TRAINING, LEARNING OPPORTUNITIES, PARENT AND SIBLING SUPPORT GROUPS, SPECIAL EDUCATION ADVOCACY, AND INFORMATION AND REFERRALS. 46052757 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 233 0 1 879 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X X TRACY L MACHIKAS CPA CFO 4102962272 7215 YORK ROAD BALTIMORE MD 21212 ERIK DALY PAST BOARD PRESIDENT 1.00 X X 0 0 0 TIANA WYNN BOARD PRESIDENT 1.00 X X 0 0 0 MATTHEW YANCISIN BOARD VICE PRESIDENT 1.00 X X 0 0 0 MARIANNE BISHOFF BOARD SECRETARY 1.00 X X 0 0 0 ROBBIE THOMPSON BOARD TREASURER 1.00 X X 0 0 0 DARRIN BROWN DIRECTOR (THRU 1/31/25) 1.00 X 0 0 0 LARRY BURLEY JR DIRECTOR 1.00 X 0 0 0 ERIKA COVINGTON DIRECTOR 1.00 X 0 0 0 MELISSA DABROWSKI DIRECTOR 1.00 X 0 0 0 GAIL GARLAND DIRECTOR 1.00 X 0 0 0 ERIN MONTGOMERY DIRECTOR 1.00 X 0 0 0 ERIK MOORE DIRECTOR 1.00 X 0 0 0 ALICIA MORGAN-COOPER DIRECTOR 1.00 X 0 0 0 PARIS PRICE DIRECTOR 1.00 X 0 0 0 STEVEN RICE DIRECTOR 1.00 X 0 0 0 CHRISTOPHER SCHANTZ DIRECTOR 1.00 X 0 0 0 TYLER DUCKETT-OLIVER DIRECTOR 1.00 X 0 0 0 CHRISSY THORNTON DIRECTOR 1.00 X 0 0 0 TRACY VOELKER DIRECTOR 1.00 X 0 0 0 JENENE WASHINGTON DIRECTOR 1.00 X 0 0 0 RICO WINSTON DIRECTOR 1.00 X 0 0 0 TAVON JACKSON DIRECTOR 1.00 X 0 0 0 KATHLEEN DURKIN CHIEF EXECUTIVE OFFICER 40.00 X 312485 0 59385 TRACY MACHIKAS CHIEF FINANCIAL OFFICER 40.00 X 199817 0 20777 KIMBERLY BECKER CHIEF OPERATING OFFICER 40.00 X 175100 0 34994 JOHN MILES CHIEF STRATEGY OFFICER 40.00 X 202666 0 8616 RAQUEL ADAMS CHIEF HUMAN RESOURCES OFFICER 40.00 X 187043 0 7983 KIMBERLY MCGUIRE VP COMMUNITY & FAMILY LIVING 40.00 X 154649 0 18667 CHRISTOPHER KNOERLINE CHIEF ADVANCEMENT OFFICER 40.00 X 119367 0 6710 JOANNA FALCONE VP OF EMPLOYMENT FIRST 40.00 X 141590 0 14974 DIANE WESTGATE DIRECTOR OF FINANCE 40.00 X 111976 0 18316 CHRISTIAN EHRHARDT DIRECTOR OF IT 40.00 X 112677 0 16347 BRIDGET ROTH VP OF LEARNING & DEVELOPMENT 40.00 X 111833 0 3286 1829203 0 210055 13 0 1 0 TRISOURCE (FLECK HOLDINGS LLC) 7467 RIDGE ROAD SUITE 120 HANOVER MD 21076 TEMPORARY STAFFING - DIRECT SUPPORT 901577 DELTA T GROUP PO BOX 884 BRYN MAWR PA 19010 TEMPORARY STAFFING 738518 DIMENSIONAL HEALTH CARE ASSOCIATES INC 304 CORDON DRIVE CHURCH HILL MD 21623 CONTRACTED NURSING SERVICES 587868 ANCHOR MECHANICAL LLC 1630 ROBIN CIRCLE FOREST HILL MD 21050 MAINTENANCE CONTRACTOR 219960 SCIENTIFIC PLANT SERVICE PO BOX 845151 DALLAS TX 75284 CONTRACTED SERVICES USED BY LANDSCAPING 212288 11 139649 277115 416764 GOVERNMENT REVENUES 900099 45691357 45691357 EMPLOYMENT AND DAY SUP 561300 5397198 5397198 COMMUNITY LIVING SUPPO 624100 1145944 1145944 52234499 896948 896948 134813 527355 43831 0 90982 527355 618337 618337 28756 139649 75992 -47236 -47236 MISCELLANEOUS INCOME 900099 459375 459375 459375 54578687 52234499 0 1927424 1380463 1247660 125944 6859 32459164 29359935 2939206 160023 881133 789644 86754 4735 1858793 1665793 183011 9989 3060945 2743125 301371 16449 35281 35281 85310 85310 46929 46929 2757790 2189192 558661 9937 73564 20689 50313 2562 40344 15804 20261 4279 623738 342485 274308 6945 1741912 1487773 253711 428 87062 83130 2785 1147 278584 180296 92867 5421 287846 186189 101657 1240397 971088 268935 374 991316 891671 98503 1142 ASSISTANCE TO INDIVIDUA 2184011 1956018 227993 SUPPLIES, EQUIPMENT, & 930466 787778 142688 REPAIRS AND MAINTENANCE 600737 521785 78952 FOOD 568931 568507 383 41 302151 44195 256317 1639 52516867 46052757 6232140 231970 8850 9620 16440330 14811590 158696 106893 2340688 1307039 42721444 33354217 8733971 9367227 5539002 6287373 146353 179856 5257972 7127966 38625862 39197564 3841232 3518792 42612 116605 2980396 2796041 312920 272230 3264021 1758438 303252 265427 10744433 8727533 X 27580078 30376913 301351 93118 27881429 30470031 38625862 39197564 2061820 526782 0 X X 0 1 X 1 1 1 X 1346928 1120553 577406 503927 416764 3965578 51116059 50462544 49194593 50534701 52234499 253542396 52462987 51583097 49771999 51038628 52651263 257507974 43113 44057 37616 42628 36940 204354 0 43113 44057 37616 42628 36940 204354 257303620 77820 175709 998285 1374041 896948 3522803 77820 175709 998285 1374041 896948 3522803 333010 381873 252894 280270 488131 1736178 52873817 52140679 51023178 52692939 54036342 262766955 0.97920 0.98200 0.01340 0.01060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3326 3326 52542604 52545930 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 625 2135 2861 3326 8947 250000 250000 250000 250000 1000000 1500000 0 1 X 5654759 155810 751556 134813 6427312 4980771 131959 641950 99921 5654759 4336892 251406 523624 131151 4980771 4629878 640837 -859329 74494 4336892 3651584 48499 963255 33460 4629878 1.00000 0 0 1971654 1971654 23515804 18273622 5242182 148609 148609 0 17044339 14931986 2112353 41038 41038 9367227 BOND ESCROW FUNDS 691539 OTHER CURRENT ASSETS 543492 DUE FROM GOVERNMENT AGENCIES 5290231 RESIDENTS' FUNDS 272230 SECURITY DEPOSITS 65048 RIGHT OF USE ASSET 265426 7127966 RIGHT OF USE LIABILITY 265427 265427 X 55134532 526782 75992 602774 54531758 46929 46929 54578687 52545930 75992 75992 52469938 46929 46929 52516867 PART IV, LINE 2B: ARC ACTS IN AN AGENCY CAPACITY REGARDING THE HOLDING OF RESIDENTS' CASH FUNDS. PART V, LINE 4: TO GROW THE ENDOWMENT LARGE ENOUGH SO THAT A PORTION OF THE EARNINGS CAN BE USED FOR BOARD APPROVED PURPOSES. PART X, LINE 2: ARC HAS ADOPTED THE ACCOUNTING STANDARD 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 POLICY, ARC MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WOULD BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT EVALUATED ARC'S TAX POSITIONS AND CONCLUDED THAT IT HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES SPECIAL EVENTS 75,992. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES SPECIAL EVENTS 75,992. ART IN THE ROUND 113075 90049 23026 593 5500 20950 22825 GOLF TOURNAMENT 55330 49600 5730 1563 2000 21192 1369 168405 139649 28756 2156 7500 42142 24194 75992 -47236 X X X 0 0 0 0 0 0 0 1 0 KATHLEEN DURKIN CHIEF EXECUTIVE OFFICER 268367 0 28668 0 15450 0 30274 0 29111 0 371870 0 0 0 TRACY MACHIKAS CHIEF FINANCIAL OFFICER 199817 0 0 0 0 0 10233 0 10544 0 220594 0 0 0 JOHN MILES CHIEF STRATEGY OFFICER 202666 0 0 0 0 0 8208 0 408 0 211282 0 0 0 KIMBERLY BECKER CHIEF OPERATING OFFICER 175100 0 0 0 0 0 13015 0 21979 0 210094 0 0 0 RAQUEL ADAMS CHIEF HUMAN RESOURCES OFFICER 187043 0 0 0 0 0 7575 0 408 0 195026 0 0 0 KIMBERLY MCGUIRE VP COMMUNITY & FAMILY LIVING 154649 0 0 0 0 0 6433 0 12234 0 173316 0 0 0 JOANNA FALCONE VP OF EMPLOYMENT FIRST 141590 0 0 0 0 0 5803 0 9171 0 156564 0 0 0 PART I, LINE 7 THE CEO RECEIVED A DISCRETIONARY BONUS DURING THE YEAR. A MARYLAND ECONOMIC DEVELOPMENT CORPORATION 521376562 2018-08-01 4055796 REFUND OF PRIOR ISSUE 0 0 0 A 1259755 4055796 4055796 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER REVIEW A DRAFT OF THE FORM 990 PRIOR TO REVIEW WITH THE FINANCE COMMITTEE OF THE FULL BOARD. THE FULL BOARD RECEIVES A COPY OF THE 990 AND IS GIVEN THE OPPORTUNITY FOR COMMENT AND QUESTIONS. THE CFO AND THE CEO REVIEW WITH THE FULL BOARD THE SIGNIFICANT ASPECTS OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS, STAFF, FOSTER CARE PARENTS, VOLUNTEERS, COMMITTEE MEMBERS AND INTERNS OF THE ARC BALTIMORE. BOARD MEMBERS SHALL ANNUALLY PROVIDE WRITTEN DISCLOSURE STATEMENTS TO THE CHEIF EXECUTIVE OFFICER WHO SHALL PREPARE A SUMMARY OF ALL DISCLOSURES FOR REVIEW BY THE PRESIDENT, EXECUTIVE COMMITTEE AND FINALLY THE BOARD OF DIRECTORS. THESE DISCLOSURE STATEMENTS MUST BE COMPLETED AND SIGNED EVEN IF THERE ARE NO DISCLOSURES. THE BOARD OF DIRECTORS SHALL REVIEW ALL DISCLOSURE STATEMENTS IN ORDER TO DETERMINE ANY SUBSTANTIVE CONFLICTS OF INTERESTS. IF, IN THE BOARD OF DIRECTORS' DETERMINATION, THE CONFLICT IS SIGNIFICANT, THE BOARD OF DIRECTORS MAY REQUIRE THE MEMBER TO TERMINATE THE CONFLICTING TRANSACTION OR DISCONTINUE BOARD SERVICE. WHERE A SPECIFIC PROPOSED ACTION OR TRANSACTION IS INVOLVED, THAT ACTION SHALL NOT OCCUR UNTIL SUCH TIME THAT IT HAS BEEN APPROVED BY THE BOARD OF DIRECTORS, AS APPROPRIATE, AND THE INTERESTED PARTY WILL NOT PARTICIPATE IN THE DELIBERATIONS OR DECISION-MAKING REGARDING THE ACTION. NON-BOARD MEMBER, VOLUNTEER COMMITTEE MEMBERS SHALL SUBMIT DISCLOSURE STATEMENTS UPON INITIALLY JOINING THE COMMITTEE. THESE DISCLOSURES SHALL BE REVIEWED BY THE PRESIDENT AND, IF IN THE PRESIDENT'S DISCRETION, NO CONFLICTS EXIST, THEN COMMITTEE SERVICE MAY PROCEED. THESE MEMBERS REMAIN UNDER A CONTINUING OBLIGATION TO DISCLOSE IF ANY SUBSEQUENT CONFLICTS DEVELOP. SENIOR MANAGEMENT AND LEADERSHIP TEAM MEMBERS AND ANY OTHER STAFF WHO HAVE SIGNIFICANT DECISION MAKING AUTHORITY SHALL INITIALLY AND ANNUALLY THEREAFTER, COMPLETE, SIGN AND SUBMIT DISCLOSURE STATEMENTS TO THE CHIEF EXECUTIVE OFFICER EVEN IF THERE ARE NO MATTERS REQUIRING DISCLOSURE. IN THE EVENT OF ANY SIGNIFICANT CONFLICTS, THE CHIEF EXECUTIVE OFFICER SHALL EFFECT SUCH REMEDIAL ACTION AS MAY BE NEEDED TO MITIGATE OR ELIMINATE THE CONFLICT, INCLUDING REQUIRING THE TERMINATION/RESIGNATION FROM A CONFLICTING RELATIONSHIP. THE CHIEF EXECUTIVE OFFICER'S DISCLOSURE STATEMENT WILL BE PROVIDED TO THE PRESIDENT OF THE BOARD OF DIRECTORS. ALL OTHER STAFF, VOLUNTEERS, FOSTER PARENTS, AND INTERNS WILL BE ADVISED OF AND RECEIVE THE CONFLICT OF INTEREST POLICY AND ARE OBLIGATED TO DISCLOSE ANY CONFLICT OF INTEREST, POTENTIAL CONFLICT OF INTEREST OR ANY MATTER THAT MIGHT BE PERCEIVED AS A CONFLICT OF INTEREST. THIS DISCLOSURE, AS WARRANTED, SHOULD BE DONE INITIALLY AND, SUCH STAFF, VOLUNTEERS, FOSTER PARENTS, AND INTERNS REMAIN UNDER A CONTINUING OBLIGATION TO DISCLOSE IF ANY SUBSEQUENT CONFLICTS DEVELOP. THESE DISCLOSURES SHALL BE SUBMITTED TO THE RESPECTIVE DIVISION HEAD WHO SHALL REVIEW EACH, CONSULTING WITH THE CHIEF EXECUTIVE OFFICER AS NEEDED, AND DETERMINE THAT NO SIGNIFICANT CONFLICT EXISTS OR EFFECTING SUCH REMEDIAL ACTION AS MAY BE NEEDED TO MITIGATE OR ELIMINATE THE CONFLICT, INCLUDING REQUIRING THE TERMINATION/RESIGNATION FROM A CONFLICTING RELATIONSHIP. THIS DETERMINATION AND/OR ACTION REQUIRED SHALL BE DOCUMENTED AND ATTACHED TO THE DISCLOSURE STATEMENT AND MAINTAINED IN A DESIGNATED FILE. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER. BASED ON THAT REVIEW, THE COMMITTEE WILL DOCUMENT AND RECOMMEND A SALARY ADJUSTMENT TO THE FULL BOARD. THE COMPENSATION ADJUSTMENT IS APPROVED BY THE FULL BOARD. DURING 2024, A COMPREHENSIVE COMPENSATION STUDY WAS COMPLETED FOR THE CEO AND ALL OTHER NON DIRECT SUPPORT STAFF. OTHER OFFICERS ARE EVALUATED ANNUALLY BY THE CHIEF EXECUTIVE OFFICER OR APPROPRIATE SUPERVISOR AND COMPENSATION MAY BE ADJUSTED AT THAT TIME BASED ON MARKET DATA AND COMPARED TO LIKE POSITIONS IN LIKE ORGANIZATIONS. THE EVALUATIONS AND COMPENSATION ADJUSTMENTS ARE DOCUMENTED BY THE HUMAN RESOURCES DEPARTMENT. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ON THE ARC'S WEBSITE. GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE MADE AVAILABLE TO ANYONE WHO REQUESTS THEM FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).