2024-05-09T14:58:49-07:00 2023-06-30 990 2022-07-01 202404048 ABINGDON SENIOR HOUSING INC ABIN 6676003216 2300B Dulaney Valley Road Timonium MD 21093 Sarah I Beckwith Treasurer 6676003216 2024-05-09 Sarah I Beckwith 999009999 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z William J McCarthy Jr 2300B Dulaney Valley Road Timonium MD 21093 673721 0 0928 X www.cc-md.org X 2005 MD To provide affordable, supportive communities for older adults with a resolve to nurture a spirit of purpose, wellness, and harmony among both our residents and colleagues. 12 8 0 1 0 0 327100 356184 298315 312765 -8 5396 0 0 625407 674345 0 0 0 0 265768 248291 0 0 0 518340 549902 784108 798193 -158701 -123848 5130716 5038366 7270215 7301622 -2139499 -2263256 The organization is affiliated with Associated Catholic Charities, Inc. (ACC) whose mission is "inspired by the Gospel mandates to love, serve, and teach, Catholic Charities provides care and services to improve the lives of Marylanders in need. 0 0 736143 0 674345 To provide affordable, supportive communities for older adults with a resolve to nurture a spirit of purpose, wellness, and harmony among both our residents and colleagues. 0 0 0 736143 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 8 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Taxpayer 6676003216 2300B Dulaney Valley Road Timonium MD 21093 William J McCarthy Jr Secretary 1 40 X X 0 441256 69648 Sarah I Beckwith Treasurer (started February 7, 2022) 1 40 X X 0 182930 37697 Mary Choplick Director Senior Communities 1 40 X 0 146487 40668 Ashley Valis Chief Operating Officer 1 40 X 0 151765 4200 Archbishop William E Lori Chairman 1 1 X 0 0 0 Theresa D Becks President 1 1 X X 0 0 0 J Scott Wilfong Director 1 1 X 0 0 0 John Stanton Director 1 1 X 0 0 0 Marianne Schmitt Hellauer Director 1 1 X 0 0 0 Most Rev Adam Parker Director 1 1 X 0 0 0 Pamela W Gray Director 1 1 X 0 0 0 Tamla A Olivier Director 1 1 X 0 0 0 Natalie McSherry Director 1 1 X 0 0 0 Daniel Rizzo Director 1 1 X 0 0 0 Michael Bison Director 1 1 X 0 0 0 Marc Wyatt Director 1 1 X 0 0 0 0 922438 152213 0 0 1 0 0 0 0 0 0 355559 625 0 356184 Rental Income 531110 308280 308280 0 0 Other Related Income 531390 4485 4485 0 0 0 0 0 0 312765 4772 4772 0 0 0 0 0 0 0 0 0 0 0 0 0 0 -471 -153 471 153 624 624 0 0 0 0 674345 318161 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 194032 194032 0 0 11561 11561 0 0 28222 28222 0 0 14476 14476 0 0 45600 0 45600 0 0 0 0 0 16450 0 16450 0 0 0 0 0 0 0 0 0 0 0 546 546 0 0 5876 5876 0 0 7089 7089 0 0 5306 5306 0 0 0 0 0 0 260576 260576 0 0 2226 2226 0 0 0 0 0 0 3984 3984 0 0 0 0 0 0 0 0 0 0 184828 184828 0 0 4817 4817 0 0 Temp Help 3154 3154 0 0 Bad Debt 7444 7444 0 0 Bank Fees 360 360 0 0 Misc General Administration 1646 1646 0 0 798193 736143 62050 0 0 42433 65083 0 0 80712 85646 0 0 0 0 4775 6351 7470658 2779215 4837685 4691443 165111 189843 0 0 0 0 5130716 5038366 216644 223585 0 3602 24049 0 0 0 0 7009400 7009400 0 40569 44588 7270215 7301622 X -2139499 -2263256 0 0 -2139499 -2263256 5130716 5038366 -123848 91 0 0 0 0 X 0 1 1 1 1 X 280431 307020 326395 327100 356184 1597130 259467 265169 270524 298315 308280 1401755 539898 572189 596919 625415 664464 2998885 2998885 3718 2276 629 612 9881 17116 3718 2276 629 612 9881 17116 543616 574465 597548 626027 674345 3016001 0.99432 0.99691 0.00568 0.00309 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 684000 0 684000 6217145 0 2528719 3688426 259361 0 65577 193784 310152 0 184919 125233 0 0 0 0 4691443 0 Tenant Security Deposits 44588 44588 X 674436 91 0 0 0 91 674345 0 0 0 674345 798193 0 0 0 0 0 798193 0 0 0 798193 Schedule D, Part X, Line 2 Management annually reviews its tax positions and has determined that there are no material uncertain tax positions that require recognition in the combined financial statements. X X X X 0 1 0 0 0 0 0 0 0 William J McCarthy Jr Secretary 0 433020 0 0 0 8236 0 49281 0 20367 0 510904 0 0 Mary Choplick Director Senior Communities 0 141584 0 0 0 4903 0 16037 0 24631 0 187155 0 0 Sarah I Beckwith Treasurer (started February 7, 2022) 0 175287 0 0 0 7643 0 19635 0 18062 0 220627 0 0 Ashley Valis Chief Operating Officer 0 151730 0 0 0 35 0 4200 0 0 0 155965 0 0 Schedule J, Part I, Line 4 During the calendar year ended December 31, 2022, the following officers or key employees participated in ACC's supplemental executive retirement plan (SERP): William J. McCarthy, Jr., Sarah I. Beckwith, and Mary Choplick. William J. McCarthy, Jr. and Sarah I. Beckwith received contributions to their SERP account of $31,590 and $15,225, respectively. Accumulated contributions to participant accounts at December 31, 2022 were unvested, and may never become vested and thus may never be distributed. Balances in participants' SERP accounts are subject to forfeiture if the participant voluntarily terminates employment prior to his or her applicable vesting date under the agreement. In addition, under current law, interests under the SERP are reportable taxable compensation when they become vested even if those amounts are not yet payable to the participant (and even if those amounts are never paid to the participant). No rollover or other tax-deferral options are available to participants. Participants' interests under the SERP are not guaranteed or secured in any way and at all times are subject to claims of the Organization's bankruptcy creditors. Cash payments in lieu of SERP and contributions to SERP participant accounts are evaluated by the independent compensation consultant and approved by ACC's compensation committee. Form 990, Part VI, Section A, Line 7a The Organization's officers and directors are comprised of members, ex officio, of executive management and/or the Board of Trustees of its affiliate, Associated Catholic Charities, Inc. (ACC). ACC's by-laws states the Board of Trustees shall submit a list of nominees to the Archbishop of Baltimore to fill the positions of those trustees whose terms are expiring. The Archbishop of Baltimore has the power to appoint trustees. Form 990, Part VI, Section B, Line 11b The Organization's Form 990 was reviewed by the Treasurer and management team before it was filed. Form 990, Part VI, Section B, Line 12c The Board of Trustees Conflict of Interest Policy sets forth the procedures to be followed to ensure that conflicts of interest are properly identified, approved and/or reported in a timely and transparent manner for board members of Associated Catholic Charities, Inc. (ACC) and its affiliated organizations. These policies include written disclosures by each board member upon election to the board and annual certifications thereafter. Management reviews these disclosures and reports its findings to the executive committee of the board on an annual basis. All transactions involving a possible conflict of interest must be approved in advance by ACC's Executive Committee. In addition, all employees of ACC and its affiliated organizations are required to comply with its Code of Ethics and Business Conduct Policy which provides specific guidance on such matters. Employees are required to acknowledge compliance with this policy on an annual basis. Form 990, Part VI, Section B, Line 15 A compensation committee annually reviews and approves the compensation of Associated Catholic Charities' executive staff. Additionally, an independent firm is retained to evaluate the appropriateness of such compensation. Minutes of the compensation committee meetings are recorded. Form 990, Part VI, Section C, Line 19 Documents are available upon request. Aberdeen Senior Housing Inc 2300B Dulaney Valley Road Timonium MD 21093 421569394 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 Associated Catholic Charities Inc 2300B Dulaney Valley Road Timonium MD 21093 520591538 Human Services Provider MD 501(c)(3) 10 N/A 0 Backbone Housing Inc (dba Starner Hill) 2300B Dulaney Valley Road Timonium MD 21093 521486616 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 Catholic Charities Nursing Inc 2300B Dulaney Valley Road Timonium MD 21093 272838759 49 Bed Nursing Home MD 501(c)(3) 10 Associated Catholic Charities Inc 0 Cherry Hill Town Center Inc 2300B Dulaney Valley Road Timonium MD 21093 522013649 Neighborhood Revitalization MD 501(c)(3) 10 Associated Catholic Charities Inc 0 Coursey Station Apartments Inc 2300B Dulaney Valley Road Timonium MD 21093 911916898 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 DePaul House Inc 2300B Dulaney Valley Road Timonium MD 21093 520591618 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 Eperanza Center Health Services Inc 2300B Dulaney Valley Road Timonium MD 21093 452234710 free medical and dental services to immigrants MD 501(c)(3) 10 Associated Catholic Charities Inc 0 Glen Burnie Senior Housing Inc 2300B Dulaney Valley Road Timonium MD 21093 522125710 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 Irvington My Brothers Keeper 2300B Dulaney Valley Road Timonium MD 21093 522129199 Provides Meals and Community Resources MD 501(c)(3) 10 Associated Catholic Charities Inc 0 Jenkins Memorial Nursing Home Inc (dba St Elizabeth's Nursing Home) 2300B Dulaney Valley Road Timonium MD 21093 521711371 162 Bed Nursing Home MD 501(c)(3) 10 Associated Catholic Charities Inc 0 My Sister's Place Women's Center Fund Inc 2300B Dulaney Valley Road Timonium MD 21093 260501902 Provides Funds for Related Tax Exempt Organizations MD 501(c)(3) 12 Associated Catholic Charities Inc 0 Odenton Senior Housing Inc 2300B Dulaney Valley Road Timonium MD 21093 522030205 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 Odenton Senior Housing II Inc 2300B Dulaney Valley Road Timonium MD 21093 870810127 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 Our Daily Bread Employment Center Fund Inc 2300B Dulaney Valley Road Timonium MD 21093 260337599 Provides Funds for Related Tax Exempt Organizations MD 501(c)(3) 12 Associated Catholic Charities Inc 0 OLF Senior Housing Inc 2300B Dulaney Valley Road Timonium MD 21093 262348038 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 OLF Senior Housing II Inc 2300B Dulaney Valley Road Timonium MD 21093 264290198 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 Owings Mills Senior Housing Inc 2300B Dulaney Valley Road Timonium MD 21093 522289902 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 Reisterstown Gardens Senior Housing Inc 2300B Dulaney Valley Road Timonium MD 21093 522224808 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 Reisterstown Village Senior Housing Inc 2300B Dulaney Valley Road Timonium MD 21093 522160792 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 Sarah's House Fund Inc 2300B Dulaney Valley Road Timonium MD 21093 260337645 Provides Funds for Related Tax Exempt Organizations MD 501(c)(3) 12 Associated Catholic Charities Inc 0 St Charles House Inc 2300B Dulaney Valley Road Timonium MD 21093 521465523 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 St Joachim House Inc 2300B Dulaney Valley Road Timonium MD 21093 521815777 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 St Luke's Apartments Inc 2300B Dulaney Valley Road Timonium MD 21093 521771022 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 The Bethany Community Inc 2300B Dulaney Valley Road Timonium MD 21093 521359066 Housing for Disabled MD 501(c)(3) 10 Associated Catholic Charities Inc 0 The Catholic Charities Housing Inc (dba Basilica Place) 2300B Dulaney Valley Road Timonium MD 21093 911916896 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 Trinity House Apartments Inc 2300B Dulaney Valley Road Timonium MD 21093 521911953 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 Village Crossroads Senior Housing II Inc 2300B Dulaney Valley Road Timonium MD 21093 454302603 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 Woodlawn Senior Housing Inc 2300B Dulaney Valley Road Timonium MD 21093 470937712 Low Income Senior Housing MD 501(c)(3) 10 Associated Catholic Charities Inc 0 Belair Limited Partnership 2300B Dulaney Valley Road Timonium MD 21093 521890391 Low Income Senior Housing MD Belair Senior Housing Inc Related 0 1 Hollins Ferry Senior Housing LP 2300B Dulaney Valley Road Timonium MD 21093 521974894 Low Income Senior Housing MD Hollins Ferry Road Apartments Inc Related 0 0 St Mark's Limited Partnership 2300B Dulaney Valley Road Timonium MD 21093 521758289 Low Income Senior Housing MD St Marks Housing Inc Related 0 1 Village Crossroads Senior Housing Limited Partnership 2300B Dulaney Valley Road Timonium MD 21093 453818063 Low Income Senior Housing MD Village Crossroads Senior Housing Inc Related 0 0 Basilica Place Limited Partnership 2300B Dulaney Valley Road Timonium MD 21093 464924300 Low Income Senior Housing MD BPL Inc Related 0 0 Belair Senior Housing Inc 2300B Dulaney Valley Road Timonium MD 21093 522156208 Low Income Senior Housing MD Associated Catholic Charities Inc C 1 1 Hollins Ferry Road Apartments Inc 2300B Dulaney Valley Road Timonium MD 21093 522028747 Low Income Senior Housing MD Associated Catholic Charities Inc C 1 1 St Mark's Housing Inc 2300B Dulaney Valley Road Timonium MD 21093 521758285 Low Income Senior Housing MD Associated Catholic Charities Inc C 1 1 Village Crossroads Senior Housing Inc 2300B Dulaney Valley Road Timonium MD 21093 453808792 Low Income Senior Housing MD Associated Catholic Charities Inc C 1 1 BPL Inc 2300B Dulaney Valley Road Timonium MD 21093 383924698 Low Income Senior Housing MD Associated Catholic Charities Inc C 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 IRS has approved extension.