2023-11-15T14:39:47-06:00 2022-12-31 205991824 SC&H GROUP INC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2022-01-01 520880429 HERITAGE HOUSING PARTNERS CORPORATION HERI 4435187687 9770 PATUXENT WOODS DRIVE 305 COLUMBIA MD 21046 SHAUN EDDY PRESIDENT 4435187685 2023-11-13 1 SHAUN EDDY 999009999 0 TRAVIS DANIEL P01289276 4104031500 2023-11-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z GRACE MORRIS 9770 PATUXENT WOODS DRIVE SUITE 305 COLUMBIA MD 21044 928272 0 X WWW.HHPCORP.ORG/ X 1967 MD TO PROVIDE SAFE, HIGH QUALITY, AFFORDABLE RENTAL HOUSING TO LOW AND MODERATE-INCOME FAMILIES. 10 10 12 10 0 0 340 0 785759 727175 178666 150000 0 0 964765 877175 3957 22843 0 0 231721 259878 0 0 0 614926 642976 850604 925697 114161 -48522 11997487 11635785 4006841 3950429 7990646 7685356 X TO BE THE PREMIER NON-PROFIT AGENCY IN HOWARD COUNTY PROVIDING SAFE, HIGH QUALITY, AFFORDABLE RENTAL HOUSING TO LOW AND MODERATE-INCOME FAMILIES, INDIVIDUALS, SENIOR CITIZENS, AND FOR THOSE WHO ARE PHYSICALLY AND MENTALLY CHALLENGED. TO WORK IN PARTNERSHIP TO DEVELOP HOMEOWNER OPPORTUNITIES FOR LOW AND MODERATE-INCOME INDIVIDUALS AND FAMILIES IN SUPPORT OF EDUCATIONAL PROGRAMS FOR THE BETTERMENT OF LOW AND MODERATE-INCOME CHILDREN AND ADULTS IN THE COUNTY. 0 0 432722 372331 THE ORGNIZATION OWNS A 16-UNIT RENTAL PROPERTY, OAKLAND PLACE, THAT PROVIDES AFFORDABLE HOUSING. 426202 22843 442759 THE ORGANIZATION IS A NONPROFIT ORGANIZATION FORMED FOR THE PURPOSE OF ACQUIRING, REHABILITATING, OPERATING, MAINTAINING, AND MANAGING LOW- AND MODERATE-INCOME HOUSING PROJECTS. THE ORGANIZATION OWNS AND OR MANAGES OVER 250 UNITS IN HOWARD COUNTY AND BALTIMORE CITY. WITH THE MERGER OF HHP AND PRF, HHP NOW OWNS THE TWO PROPERTIES AND LAND ON N CHATHAM RD AND EQUITY SHARES IN NUMEROUS PROPERTIES IN THE COUNTY. 858924 1 0 0 0 0 0 0 0 1 0 1 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 3 0 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X ROBERT LENTZ - CONTROLLER 4435187685 9770 PATUXENT WOODS DRIVE MAIL STOP COLUMBIA MD 21046 EDWARD PLITT III BOARD PRESIDENT 0.50 0.50 X X 0 0 0 SHAUN EDDY VICE PRESIDENT 0.50 0.50 X X 0 0 0 JULIA MATTIS TREASURER 0.50 0.00 X X 0 0 0 HEATHER SWAN SECRETARY 0.50 0.00 X X 0 0 0 MARY CALDER BOARD MEMBER 0.50 0.00 X 0 0 0 LORI CLEMONS BOARD MEMBER 0.50 0.00 X 0 0 0 CLAUDE DE VASTEY JONES ESQ BOARD MEMBER 0.50 0.00 X 0 0 0 SHERMAN HOWELL BOARD MEMBER 0.50 0.00 X 0 0 0 SEKOU MURPHY BOARD MEMBER 0.50 0.00 X 0 0 0 VIPIN SAHIJWANI BOARD MEMBER 0.50 0.00 X 0 0 0 GRACE MORRIS EXECUTIVE DIRECTOR 3.00 1.00 X 102897 0 371 GUY COATES MAINTENANCE SUPERVISOR 40.00 0.00 X 106712 0 5247 209609 0 5618 2 0 0 0 0 RENTAL INCOME 531110 447803 447803 MANAGEMENT FEES 531390 182290 182290 MISCELLANEOUS 531390 66582 66582 PARTNERSHIP FEES 531390 30500 30500 727175 145587 87915 57672 55510 51097 4413 4413 4413 877175 815090 0 62085 X 20000 20000 2843 2843 109043 109043 124413 103268 21145 5794 5794 20628 20628 2723 2723 14510 14510 31118 31118 2767 2767 35437 35437 382523 382523 112 112 116886 116886 6425 6425 RESIDENT INITIATIVE 36000 36000 MISC. EXPENSE 14475 14475 925697 858924 66773 0 198354 84926 220186 170395 220997 184949 2800623 2864425 54362 58795 6397934 568163 5940665 5829771 1563583 1387445 939854 939750 58863 115329 11997487 11635785 45515 58211 2497 8980 41768 40448 3917061 3798740 0 44050 4006841 3950429 X 7990646 7685356 7990646 7685356 11997487 11635785 -48522 -256768 0 X X 0 1 X 1 0 X 1129 300100 1562 340 0 303131 666380 392598 1318421 785759 727175 3890333 667509 692698 1319983 786099 727175 4193464 0 7036 303244 243916 372833 285548 1212577 7036 303244 243916 372833 285548 1212577 2980887 17604 45134 37965 151720 150000 402423 17604 45134 37965 151720 150000 402423 685113 737832 1357948 937819 877175 4595887 0.64860 0.08760 X 0 1 X 2156815 2156815 4224878 558282 3666596 11200 4840 6360 4710 4710 0 331 331 0 5829771 CAPITAL PROJECT INVESTMENT 42600 C INVESTMENT IN SH GP 368918 C NOTE RECEIVABLE CDGB 528232 C 939750 LEASE LIABILITY - NONCURRENT 44050 44050 1373625 -256768 981460 724692 648933 228242 228242 877175 2010923 1392490 1392490 618433 307264 307264 925697 PART IV, LINE 2B: THE AMOUNTS OF $40,448 AND $41,768 AS OF DECEMBER 31, 2022 AND 2021, RESPECTIVELY, REPRESENT ESCROW ACCOUNT OF TENANT SECURITY HELD IN TRUST. TENANT SECURITY DEPOSITS ARE HELD IN A FEDERALLY INSURED BANK PER MARYLAND RENT ESCROW LAW. PART XI, LINE 2D - OTHER ADJUSTMENTS: SHALOM HERITAGE LP REVENUE 960,689. ELIMINATIONS 20,771. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADD BACK OF AFFILIATE REVENUES 228,242. PART XII, LINE 2D - OTHER ADJUSTMENTS: SHALOM HERITAGE LP EXPENSES 1,371,719. ELIMINATIONS 20,771. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADD BACK OF ELIMINATION OF INTERCOMPANY TRANSACTIONS 307,264. 1 RESIDENTIAL OPPORTUNITIES INC CO HERITAGE HOUSING PARTNERS CORP 9770 PATUXENT WOODS DRIVE SUITE 305 COLUMBIA MD 21046 521658275 0 20000 TO FUND OPERATIONAL DEFICITS FOR THE EXEMPT PURPOSE OF THE ORGANIZATION. 1 PART I, LINE 2: HERITAGE HOUSING PARTNERS CORPORATION PROVIDED FUNDING TO RESIDENTIAL OPPORTUNITIES, INC., A RELATED TAX-EXEMPT ORGANIZATION THAT PROVIDES AFFORDABLE HOUSING, TO FUND OPERATIONAL CASH SHORTFALLS. HERITAGE HOUSING PARTNERS CORPORATION MONITORED THE USE OF FUNDS VIA THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE DRAFT TAX RETURN IS PROVIDED TO THE GOVERNING BODY FOR REVIEW. ANY NECESSARY CHANGES ARE COMMUNICATED TO THE ACCOUNTING FIRM AND THE TAX RETURN IS UPDATED. THE GOVERNING BODY REVIEWS AND APPROVES THE FINAL DRAFT BEFORE THE TAX RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C PERSONAL INTEGRITY AND SOUND BUSINESS PRACTICES REQUIRE THAT RELATIONSHIPS WITH VENDORS, CONTRACTORS, OR OTHERS DOING BUSINESS WITH THE ORGANIZATION BE SUCH THAT NO EMPLOYEE CAN BE ACCUSED OF CONFLICT OF INTEREST. GIFTS TO EMPLOYEES FROM VENDORS, CONTRACTORS OR OTHERS DOING BUSINESS WITH THE ORGANIZATION ARE STRICTLY PROHIBITED. EMPLOYEES CANNOT RECEIVE MONEY FROM A RESIDENT OR ANYONE ELSE TO DO WORK WHILE THE EMPLOYEE IS WORKING FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED USING SALARY SURVEYS AND BRIDGESTAR. IT IS THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 16 OCCUPANCY EXPENSE UTILITIES 342 TAXES 73,621 INSURANCE 41,337 CONTRACTS 96,526 SUPPLIES 14,223 INTEREST EXPENSE 152,284 FEES 4,180 ______________ TOTAL OCCUPANCY EXPENSE 382,523 FORM 990, PAGE 12, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OAKLAND HERITAGE LLC 9770 PATUXENT WOODS DRIVE MAIL STOP COLUMBIA MD 21046 843501098 LOW INCOME HOUSING MD 385443 4428373 HERITAGE HOUSING PARTNERS CORPORATION SHALOM SQUARE INC 9770 PATUXENT WOODS DRIVE 305 COLUMBIA MD 21046 453696733 LOW INCOME HOUSING MD 501(C)(3) LINE 10 HERITAGE HOUSING PARTNERS CORPORATION 1 SHALOM HERITAGE LP 9770 PATUXENT WOODS DRIVE 305 COLUMBIA MD 21046 813787499 RENTAL REAL ESTATE MD SHALOM HERITAGE DEVELOPMENT LLC RELATED -96418 3236341 0 1 0.00050 SHALOM HERITAGE DEVELOPMENT LLC 9770 PATUXENT WOODS DRIVE 305 COLUMBIA MD 21046 813799243 INVESTMENT MD HERITAGE HOUSING PARTNERS CORPORATION C -113573 1.00000 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 SHALOM HERITAGE LP A 103762 FAIR MARKET VALUE