2011-12-06T11:15:08-06:00 2011-06-30 RSM MCGLADREY LLC 8000 TOWERS CRESCENT DR STE 500 VIENNA VA 221826205 990 2010-07-01 237367530 HARTWOOD FOUNDATION INC HART 7032730939 3702 PENDER DRIVE NO 410 FAIRFAX VA 22030 ANDREW GYOURKO 7032730939 2011-12-05 1 WILLIAM E TURCO CPA 7033366400 2010 2016-02-24 21:20:13Z ANDREW GYOURKO 3702 PENDER DRIVE NO 410 FAIRFAX VA 22030 8506219 0 X WWW.HARTWOODFOUNDATION.COM X 1973 VA TO PROVIDE OPPORTUNITIES IN COMMUNITY LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. 6 6 214 30 0 0 233567 243717 8129633 7987246 219085 250485 22811 2360 8605096 8483808 0 0 0 0 6128351 6267240 0 0 0 1964027 1952500 8092378 8219740 512718 264068 7129146 7632912 587240 565413 6541906 7067499 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 5907451 6815842 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. 1079161 1171404 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. 6986612 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 0 1 26 0 1 214 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X RICHARD SHERMAN 7032730939 3702 PENDER DRIVE NO 410 FAIRFAX VA 22030 CHRISTIAN BROWN 2.50 X X 0 0 0 ALVIN GLAZIER 2.50 X X 0 0 0 JOHN BURGESS 2.50 X X 0 0 0 DAVID B LOMBARD 2.50 X X 0 0 0 PAULINE WADE 2.50 X 0 0 0 KEVIN MCCARTHY 2.50 X 0 0 0 ANDREW GYOURKO 40.00 X 114045 0 6945 SEAN MCGINNIS 40.00 X 108783 0 6873 222828 0 13818 2 0 0 0 0 243717 243717 MEDICAID CONTRACT 623990 5163250 5163250 LOCAL GOV'T CONTRACT 623990 2225396 2225396 CLIENT FEES 623990 585228 585228 CO-PAYMENTS 623990 13372 13372 7987246 75634 75634 197262 22361 50 174901 -50 174851 174851 OTHER INCOME 900099 2360 2360 2360 8483808 7987246 0 252845 120990 102842 18148 5034916 4279679 755237 592021 503217 88804 519313 441416 77897 29600 25160 4440 196 196 81704 69448 12256 19151 16278 2873 222740 189329 33411 543471 461950 81521 96862 82333 14529 9674 8223 1451 22301 18956 3345 158694 134890 23804 105174 89398 15776 CLIENTS ROOM/BOARD 328585 279297 49288 RSP PROVIDERS 153346 130344 23002 BUILDING & GROUND MAINT 148069 125859 22210 RECREATION/COMMUNITY-HO 63033 53578 9455 BAD DEBT -37100 -31535 -5565 7000 5950 1050 8219740 6986612 1233128 0 61702 1000 1744315 1769107 431976 502901 267207 267207 71771 9658 2778849 1023689 1796719 1755160 2731258 3303681 24198 24198 7129146 7632912 223107 217646 328431 299922 35702 47845 587240 565413 X 6515610 7013086 26296 54413 6541906 7067499 7129146 7632912 X 264068 261525 X X 0 1 1 X 0 X 7134499 7811792 7776155 7759673 7632363 38114482 7134499 7811792 7776155 7759673 7632363 38114482 38114482 125939 124122 77110 73495 75634 476300 5836 3353 7565 22811 2360 41925 38632707 2818543 0.98660 0.98550 X 295615 295615 1327911 172772 1155139 654648 425621 229027 500675 425296 75379 1755160 TENANTS AMOUNT HELD IN TRUST 47845 47845 8483808 8219740 264068 261525 261525 525593 8745137 261525 261525 8483612 196 196 8483808 8219544 0 8219544 196 196 8219740 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 COSTS. NO INCOME WAS TAXABLE IN 2011. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION. THE FOUNDATION COMPLIES WITH 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 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 A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A 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 THIS 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 2008. 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 HARTWOOD FOUNDATION DOES NOT HIRE CLIENTS OR FAMILY 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 OUR OFFICE. THE POLICY IS STATED ON OUR WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 261,525. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS.