2024-05-13T13:10:44-05:00 2023-06-30 205991824 SC&H GROUP INC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2022-07-01 020650286 DULANEY STATION COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC DULA 4107474492 1925 GREENSPRING DRIVE TIMONIUM MD 21093 KELLY SAVOCA SPHS SVP AND CFO 4107474492 2024-05-07 1 KELLY SAVOCA 999009999 1 LORI S BURGHAUSER P00370694 4104031500 2024-05-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SARAH NORMAN 1925 GREENSPRING DRIVE TIMONIUM MD 21093 97710 0 X N/A X 2002 MD PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS, SOME WHO ARE DISABLED BY MENTAL ILLNESS. 4 3 0 3 0 0 0 0 115040 97710 0 0 0 0 115040 97710 0 0 0 0 58639 57926 0 0 0 67962 96907 126601 154833 -11561 -57123 297053 575713 809957 1145740 -512904 -570027 X DULANEY STATION COMMUNITY HOUSING DEVELOPMENT ORGANIZATION, INC., A SUBSIDIARY OF SHEPPARD PRATT, A NOT-FOR-PROFIT BEHAVIORAL HEALTH SYSTEM, IS DEDICATED TO IMPROVING THE QUALITY OF LIFE OF INDIVIDUALS AND FAMILIES BY PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED. 0 0 132664 97710 PROVIDING OF LOW INCOME HOUSING TO THE CHRONICALLY MENTALLY DISABLED. 132664 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 1 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X KELLY SAVOCA 4109385401 6501 NORTH CHARLES STREET TOWSON MD 21204 SARAH NORMAN PRESIDENT 0.30 40.00 X X 0 206152 25805 ROBERT HALL VICE PRESIDENT 0.30 0.30 X X 0 0 0 DAVID WEISS SECRETARY 0.30 0.30 X X 0 0 0 CLAIRE DENNIS-TUPAK BOARD MEMBER 0.30 0.30 X 0 0 0 KELLY SAVOCA SP SVP AND CFO FORMER OFFICER 0.30 40.00 X 0 597885 27828 JEFFREY RICHARDSON SPVP AND COO COMMUNITY SERV - FORMER OFFICER 0.30 40.00 X 0 482590 55394 0 1286627 109027 0 1 1 0 0 RENTAL REVENUE 531110 97710 97710 97710 97710 97710 0 0 57926 57926 1113 1113 8555 7566 989 43690 43690 21979 21979 1503 1503 INTERCORPORATE CHARGES 20067 20067 154833 132664 22169 0 28215 46259 2894 0 1001226 766257 256948 234969 8996 294485 297053 575713 9339 7487 400000 400000 400618 738253 809957 1145740 X -512904 -570027 -512904 -570027 297053 575713 -57123 0 X X 0 1 X 1 0 X 16 16 114605 116085 112878 115040 97710 556318 114605 116101 112878 115040 97710 556334 0 22010 26180 21560 25635 18480 113865 22010 26180 21560 25635 18480 113865 442469 114605 116101 112878 115040 97710 556334 0.79530 0.83450 0.00000 X 165000 165000 828982 759275 69707 7244 6982 262 234969 DUE FROM AFFILIATE 294485 294485 DUE TO AFFILIATE 738253 738253 0 1 0 0 0 0 0 0 0 KELLY SAVOCA SP SVP AND CFO FORMER OFFICER 0 498322 0 0 0 99563 0 27771 0 57 0 625713 0 73522 JEFFREY RICHARDSON SPVP AND COO COMMUNITY SERV - FORMER 0 475833 0 0 0 6757 0 27176 0 28218 0 537984 0 0 SARAH NORMAN PRESIDENT 0 204309 0 0 0 1843 0 1810 0 23995 0 231957 0 0 PART I, LINE 3 THE TOP MANAGEMENT OFFICIALS ARE UNCOMPENSATED BY THE REPORTING ORGANIZATION. THE REPORTING ORGANIZATION RELIES ON SHEPPARD PRATT HEALTH SYSTEM, INC., A RELATED ORGANIZATION, TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIALS. PART I, LINE 4B DURING CALENDAR YEAR 2022, THE FOLLOWING PARTICIPATED IN SHEPPARD PRATT'S 457(F) PLAN: KELLY SAVOCA $ 25,000 JEFFREY RICHARDSON $ 25,000 DURING CALENDAR YEAR 2022, THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS AS PART OF THEIR PARTICIPATION IN SHEPPARD PRATT'S 457(F) PLAN: KELLY SAVOCA $ 73,522 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A WHOLLY-OWNED SUBSIDIARY OF MOSAIC COMMUNITY SERVICES, INC. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES OF SHEPPARD AND ENOCH PRATT FOUNDATION, INC. REVIEWS THE FORM 990 AT THE APRIL MEETING. FOLLOWING FINANCE COMMITTEE REVIEW OF THE FORM 990, THE FORM 990 IS POSTED TO THE SHEPPARD PRATT WEBSITE PORTAL FOR THE BOARD OF DIRECTORS REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL TRUSTEES AND KEY EXECUTIVE PERSONNEL TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE CFO WHO SUMMARIZES THE REPORTED CONFLICTS. THIS INFORMATION IS THEN PRESENTED TO THE CEO AND THE CHAIRMAN OF THE BOARD FOR REVIEW. IF IN THE NORMAL COURSE OF CONDUCTING A BOARD MEETING, AN AGENDA TOPIC IS DETERMINED TO PRESENT A CONFLICT OF INTEREST, THE INTERESTED BOARD MEMBER IS REQUIRED TO DISQUALIFY HIM OR HERSELF FROM ANY FURTHER DISCUSSION ON THE MATTER. THE CHAIRPERSON WILL SELECT A DISINTERESTED PERSON TO INVESTIGATE ALTERNATIVES TO THE TRANSACTION THAT POSES THE POTENTIAL CONFLICT. IF AFTER EXERCISING DUE DILIGENCE THE BOARD DETERMINES THAT IT'S UNABLE TO SECURE A MORE ADVANTAGEOUS TRANSACTION WITH AN ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD WILL DETERMINE WHETHER OR NOT TO ENTER INTO THE TRANSACTION, IF IT IS IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12, 13 & 14: THE ORGANIZATION DOES NOT HAVE SEPARATE CONFLICT OF INTEREST, WHISTLEBLOWER OR DOCUMENT AND DESTRUCTION POLICIES. THE ORGANIZATION DOES NOT HAVE ITS OWN EMPLOYEES. RATHER, THE ORGANIZATION UTILIZES EMPLOYEES AND POLICIES OF MOSAIC COMMUNITY SERVICES, INC., WHICH DOES HAVE SUCH POLICIES. FORM 990, PART VI, SECTION B, LINE 15: SALARIES OF THE CEO AND TOP MANAGEMENT ARE REVIEWED BY THE EMPLOYEE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OF SHEPPARD AND ENOCH PRATT FOUNDATION, INC. THIS COMMITTEE IS COMPRISED OF INDEPENDENT TRUSTEES. THE TRUSTEES REVIEW COMPENSATION FOR REASONABLENESS. THEY USE COMPARATIVE INDUSTRY DATA AND FORM 990S OF OTHER ORGANIZATIONS IN THEIR REVIEW PROCESS. THE PROCESS FOR EMPLOYEE COMPENSATION INCLUDES DEVELOPMENT OF COMPENSATION RECOMMENDATIONS BASED ON MARKET SURVEYS AND OTHER COMPARATIVE INDUSTRY DATA AS WELL AS WRITTEN EMPLOYMENT CONTRACTS. THE SALARY INFORMATION FOR THIS GROUP IS OBTAINED BY A CONSULTANT THAT IS ENGAGED BY THE EXECUTIVE COMPENSATION COMMITTEE. THIS CONSULTANT USES CURRENT MARKET COMPENSATION SURVEYS AND OTHER COMPARATIVE INDUSTRY DATA TO MAKE RECOMMENDATIONS, THAT ARE THEN PRESENTED TO THE EXECUTIVE COMPENSATION COMMITTEE FOR APPROVAL. THE EXECUTIVE COMPENSATION COMMITTEE REPORTS THAT COMPENSATION WAS APPROVED TO THE FULL BOARD. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND OTHER POLICIES INCLUDING THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990 PART XII - LINE 2C THE PARENT ENTITY, SHEPPARD AND ENOCH PRATT FOUNDATION, INC., HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SHEPPARD PRATT HEALTH SYSTEM INC PO BOX 6815 BALTIMORE MD 21285 520591684 PROVIDES INPATIENT/OUTPATIENT CARE, EDUC SVCS & RESID SVCS MD 501(C)(3) 3 SHEPPARD & ENOCH PRATT FOUNDATION INC 0 SHEPPARD PRATT PHYSICIANS PA PO BOX 6815 BALTIMORE MD 21285 521392214 PROVIDE HEALTHCARE TO PATIENTS & RESIDENCY TRNG TO MED PRO'S MD 501(C)(3) 10 SHEPPARD & ENOCH PRATT FOUNDATION INC 0 SHEPPARD & ENOCH PRATT FOUNDATION INC PO BOX 6815 BALTIMORE MD 21285 521357109 CONDUCT FUNDRAISING ACTIVITIES TO SUPPORT AFFILIATED ORGANIZATIONS MD 501(C)(3) 7 N/A 0 SHEPPARD PRATT INVESTMENT INC PO BOX 6815 BALTIMORE MD 21285 521388935 HOLD AND MANAGE ENDOWMENT FUNDS OF RELATED NONPROFIT ENTITIES MD 501(C)(3) 12A SHEPPARD & ENOCH PRATT FOUNDATION INC 0 FAMILY SERVICES INC 610 EAST DIAMOND AVE GAITHERSBURG MD 20877 520730225 FOSTER HEALTHY FAMILIES THROUGH EDUC, BEHAVIORAL HLTH, ETC SVCS MD 501(C)(3) 7 SHEPPARD & ENOCH PRATT FOUNDATION INC 0 MOSAIC COMMUNITY SERVICES INC 1925 GREENSPRING DRIVE TIMONIUM MD 21093 521338141 PROVIDES THERAPEUTIC RESIDENTIAL, REHAB, & SUPPORT SERVICES MD 501(C)(3) 7 SHEPPARD & ENOCH PRATT FOUNDATION INC 0 WAY STATION INC PO BOX 3826 FREDERICK MD 21705 521162749 PROVIDES REHABILITATION AND TREATMENT SERVICES MD 501(C)(3) 7 SHEPPARD & ENOCH PRATT FOUNDATION INC 0 REVISIONS COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC 1925 GREENSPRING DRIVE TIMONIUM MD 21093 521849336 PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESSES. MD 501(C)(3) 10 MOSAIC COMMUNITY SERVICES INC 0 ALLIANCE INC 8003 CORPORATE DRIVE NOTTINGHAM MD 21236 521277262 OFFER EDUC., VOC., & RESID SVCS FOR INDIVIDUALS WITH DISABILITIES MD 501(C)(3) 7 MOSAIC COMMUNITY SERVICES INC 0 WAY STATION FOUNDATION INC 230 W PATRICK ST PO BOX 3826 FREDERICK MD 21705 521857765 SOLICIT AND ACCEPT FUNDS AND PROPERTY TO SUPPORT AFFILIATED ORGANIZATION MD 501(C)(3) 7 WAY STATION INC 0 BEHAVIORAL HEALTH PARTNERS OF FREDERICK INC PO BOX 6815 BALTIMORE MD 21285 522125435 OUTPATIENT PSYCHIATRIC AND BEHAVIORAL MEDICINE MD 501(C)(3) 3 MOSAIC COMMUNITY SERVICES INC 0 SHEPPARD PRATT PREFERRED RESOURCES INC 6501 N CHARLES STREET TOWSON MD 21285 521757742 INACTIVE MD N/A C 0 SHEPPARD PRATT ASSURANCE COMPANY LLC CARIBBEAN PLAZA 2ND FLOOR NORTH B GEORGE TOWN CJ KYL-1102 981668282 INSURANCE CJ N/A C 0 OMNI HOUSE INC 7440 BALTIMORE ANNAPOLIS BLVD GLEN BURNIE MD 21061 521226449 MENTAL HEALTH, PSYCHIATRIC REHAB, AND RESIDENTIAL MD N/A C 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 SCHEDULE R, PART II: WAY STATION INC., MOSAIC COMMUNITY SERVICES INC. AND FAMILY SERVICES INC. WORK WITH NUMEROUS HUD ENTITIES TO CARRY OUT THEIR EXEMPT PURPOSES. WHILE THERE IS BOARD OVERLAP, THE ULTIMATE CONTROL RESIDES WITH HUD. HUD ENTITIES ARE REFLECTED ON THE SCHEDULE R OF WAY STATION INC., MOSAIC COMMUNITY SERVICES INC. AND FAMILY SERVICES INC.