2026-02-19T08:00:12-06:00 2025-06-30 522334868 GRANDIZIO WILKINS LITTLE & MATTHEWS 211 SCHILLING CIRCLE STE 188 HUNT VALLEY MD 21031 990 2024-07-01 232854773 PENN-MAR FOUNDATION PENN 4103431069 310 OLD FREELAND ROAD FREELAND MD 21053 MARVIN PYLES CHIEF FINANCIAL OFFICER 4103431069 2026-02-13 1 0 DANIEL L HARRINGTON JR P00973269 4104940885 2024 2025-03-06 01:10:19Z MARVIN PYLES 310 OLD FREELAND ROAD FREELAND MD 21053 3448778 0 X WWW.PENN-MAR.ORG X 1996 PA TO MAKE GIFTS, GRANTS, LOANS, ETC. OF ANY OF ITS PROPERTY TO OR FOR THE BENEFIT OF PENN-MAR ORGANIZATION, INC. (OF MARYLAND) AND PENN-MAR ORGANIZATION, INC. (OF PENNSYLVANIA), BOTH 501 (C) (3) ORGANIZATIONS. 12 12 0 275 0 0 1633646 1616587 0 0 375979 1672389 0 -63106 2009625 3225870 374135 618474 0 0 0 0 0 0 21544 198043 296640 572178 915114 1437447 2310756 17607405 20181066 69103 92355 17538302 20088711 TO MAKE GIFTS, GRANTS, LOANS, ETC. OF ANY OF ITS PROPERTY TO OR FOR THE BENEFIT OF PENN-MAR ORGANIZATION, INC. (OF MARYLAND) AND PENN-MAR ORGANIZATION, INC. (OF PENNSYLVANIA), BOTH 501 (C) (3) ORGANIZATIONS. 0 0 638063 618474 THE FOUNDATION RECEIVED CONTRIBUTIONS IN THE CURRENT YEAR THAT WILL BE USED FOR THE BENEFIT OF PENN-MAR ORGANIZATION, INC. (OF MARYLAND) AND PENN-MAR ORGANIZATION, INC. (OF PENNSYLVANIA) 638063 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD PA X X THE ORGANIZATION 4103431069 310 OLD FREELAND ROAD FREELAND MD 21053 ANTHONY GALLO IMMEDIATE PAST CHAIRMAN 1.00 X 0 0 0 BRUCE BARTELS DIRECTOR 1.00 X 0 0 0 ANTHONY P CAMPISI DIRECTOR 1.00 X 0 0 0 DERIC EMRY DIRECTOR 1.00 X 0 0 0 KRISTINE CROSSWHITE DIRECTOR 1.00 X 0 0 0 WILLIAM YANAVITCH DIRECTOR 1.00 X 0 0 0 JASON POLUN DIRECTOR 1.00 X 0 0 0 ELIZABETH PITTS-MADONNA VICE-CHAIR 1.00 X X 0 0 0 JULIA HUGGINS CHAIR 1.00 X X 0 0 0 JOE DIPAOLA DIRECTOR 1.00 X 0 0 0 HOLLY LITRENTA DIRECTOR 1.00 X 0 0 0 PAUL SHIFRIN TREASURER 1.00 X 0 0 0 GREGORY T MILLER CEO 6.00 X 0 405906 43085 KATHERINE A ROGERS ED 20.00 X 0 230876 19921 MICHAEL J MAHON CFO, IMMEDIATE PAST 3.00 X 0 229242 43051 MARVIN PYLES CFO 3.00 X 0 8025 0 0 874049 106057 0 0 1 0 0 492224 1124363 88098 1616587 522533 522533 1149856 0 1149856 1149856 1149856 159802 492224 222908 -63106 -63106 3225870 0 0 1609283 618474 618474 11440 11440 44067 44067 BAD DEBT 200000 200000 SPECIAL EVENT EXPENSES 21544 21544 EMPLOYEE CARE FUND 10025 10025 BANK FEES 8738 8738 826 826 915114 638063 255507 21544 309049 109260 2155111 1322224 900655 556650 5330 11243 14237260 18181689 17607405 20181066 11492 34744 57611 57611 69103 92355 X 10988782 12231918 6549520 7856793 17538302 20088711 17607405 20181066 2310756 239653 0 X X 0 1 X 1 0 X X 2 PENN-MAR ORGANIZATION INC (OF MARYLAND) 521207942 7 1 321138 0 PENN-MAR ORGANIZATION INC (PA) 521590195 7 1 297336 0 2 618474 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6418243 499151 726671 7644065 5584218 258980 575045 6418243 4992038 297207 344973 50000 5584218 3974294 1537109 -513265 6100 4992038 2725196 655019 594079 3974294 0 0 0 MUTUAL FUNDS 13419672 F EXCHANGE TRADED FUNDS 4762017 F 18181689 DUE TO RELATED PARTY - NET 57611 57611 X 3421456 239653 239653 3181803 44067 44067 3225870 871047 0 871047 44067 44067 915114 PART X, LINE 2: THE FOUNDATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES AS A CHARITABLE ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE FOUNDATION'S EVALUATION ON JUNE 30, 2025, REVEALED NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. TAX RETURNS FOR THE PREVIOUS THREE (3) YEARS REMAIN SUBJECT TO EXAMINATION BY THE IRS. THE FOUNDATION DOES NOT BELIEVE THAT ANY REASONABLY POSSIBLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE (12) MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. BLACK TIE GALA 652026 492224 159802 222908 652026 492224 159802 222908 222908 -63106 0 PENN-MAR ORGANIZATION INC (MD) 310 OLD FREELAND ROAD FREELAND MD 21053 521207942 501(C)(3) 321138 0 TO ASSIST RECIPIENT ORGANIZATION IN PURSUIT OF ITS TAX-EXEMPT PURPOSE. PENN-MAR ORGANIZATION INC (PA) 310 OLD FREELAND ROAD FREELAND MD 21053 521590195 501(C)(3) 297336 0 TO ASSIST RECIPIENT ORGANIZATION IN PURSUIT OF ITS TAX-EXEMPT PURPOSE. 2 0 1 0 0 0 0 0 0 0 GREGORY T MILLER CEO 0 405906 0 0 0 0 0 0 0 43085 0 448991 0 0 MICHAEL J MAHON CFO, IMMEDIATE PAST 0 229242 0 0 0 0 0 0 0 43051 0 272293 0 0 KATHERINE A ROGERS ED 0 230876 0 0 0 0 0 0 0 19921 0 250797 0 0 PART I, LINE 4B CERTAIN INDIVIDUALS WERE ABLE TO RECEIVE ADDITIONAL BENEFITS UNDER A 457(B) PLAN. THESE AMOUNTS HAVE BEEN LISTED AS NONTAXABLE BENEFITS IN PART II OF SCHEDULE J. X AUCTION ITEMS 134 105143 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER INITIALLY REVIEWS THE FORM 990 AND PRESENTS IT TO THE FULL BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD MEMBERS ARE REQUIRED TO SIGN A FULL DISCLOSURE FORM CONCERNING INTERESTS OF CONFLICT. THIS FORM IS REVIEWED AND FILED UNLESS AN ISSUE OF CONFLICT OR POTENTIAL CONFLICT IS DISCLOSED. IN CASE OF A DISCLOSED CONFLICT, THE ISSUE WILL BE PRESENTED TO THE EXECUTIVE DIRECTOR AND TAKEN TO THE FULL BOARD FOR CONSIDERATION. INDEPENDENT COUNCIL WILL BE CONSULTED IF DEEMED PRUDENT BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE NOMINATING & GOVERNANCE COMMITTEE USES A MULTI-STEP APPROACH TO ASSESS THE MARKET AND COLLECT PERFORMANCE INFORMATION TO ESTABLISH THE COMPENSATION FOR THE CEO. COMPREHENSIVE MARKET STUDY EVERY 24-36 MONTHS OF MID ATLANTIC NONPROFIT ORGANIZATIONS. 990'S ARE REVIEWED OF LOCAL NON-PROFIT ORGANIZATIONS WITH PARTICULAR FOCUS ON THOSE ORGANIZATIONS IN SIMILAR SERVICE AND WITH REVENUES ABOVE $25MM. THIS COLLECTED DATA PROVIDES AN ASSESSMENT OF THE MARKET TO ESTABLISH TOTAL COMPENSATION GUIDELINES FOR THE CEO ROLE. PERFORMANCE DATA IS COLLECTED ANNUALLY FROM THE BOARD, SUMMARIZED BY THE EXECUTIVE COMMITTEE, WHICH DEVELOPS A CEO COMPENSATION RECOMMENDATION PRESENTED TO THE BOARD FOR FINAL APPROVAL. ALL OTHER COMPENSATION IS DETERMINED INTERNALLY BASED ON STATISTICAL COMPARATIVE DATA FALLING WELL WITHIN THE RANGE OF SIMILAR NON-PROFITS ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 PENN-MAR PROVIDES DOCUMENTATION UPON REQUEST TO ANY INDIVIDUAL OR ORGANIZATION REQUESTING SUCH. ADDITIONALLY, THE ANNUAL REPORT IS DISTRIBUTED LIBERALLY, AND SPECIFICALLY TO ALL DONORS CONTRIBUTING MORE THAN $100 ANNUALLY. INTERESTED PARTIES ARE ALSO INFORMED, AT THE BOTTOM OF THE PENN-MAR HUMAN SERVICES LETTER HEAD, THAT DOCUMENTATION AND FINANCIAL INFORMATION IS AVAILABLE FROM THE STATE OF MARYLAND UNDER THE MARYLAND CHARITABLE SOLICITATION ACT, ALSO UPON REQUEST. PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR PENN-MAR ORGANIZATION INC (PA) 310 OLD FREELAND ROAD FREELAND MD 21053 521590195 TO PROVIDE SUPPORT SERVICES TO FAMILIES & INDIVIDUALS WITH DISABILITIES PA 501(C)(3) LINE 7 N/A 0 PENN-MAR DEVELOPMENT CORPORATION 310 OLD FREELAND ROAD FREELAND MD 21053 311657868 TO RECEIVE AND ADMINSTER FUNDS TO ASSIST PENN-MAR ORG. IN ITS EXEMPT PURPOSE MD 501(C)(3) LINE 12B, II N/A 0 PENN-MAR ORGANIZATION INC (MD) 310 OLD FREELAND ROAD FREELAND MD 21053 521207942 TO PROVIDE SUPPORT SERVICES TO FAMILIES & INDIVIDUALS WITH DISABILITIES MD 501(C)(3) LINE 7 N/A 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PENN-MAR ORGANIZATION INC (MD) B 321138 COST PENN-MAR ORGANIZATION INC (MD) E 57611 COST PENN-MAR ORGANIZATION INC (PA) B 297336 COST