2025-05-12T19:00:05-05:00 2024-06-30 205991824 SC&H GROUP INC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2023-07-01 020650286 DULANEY STATION COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC DULA 4107474492 6501 N CHARLES STREET BALTIMORE MD 21204 KELLY SAVOCA SPHS SVP AND CFO 4107474492 2025-05-01 1 1 LORI S BURGHAUSER P00370694 4104031500 2025-05-01 2023 2025-03-06 01:10:19Z X MARISA PLUNK 1925 GREENSPRING DRIVE TIMONIUM MD 20193 42510 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 97710 42510 0 0 0 0 97710 42510 0 0 0 0 57926 61211 0 0 0 96907 75157 154833 136368 -57123 -93858 575713 550876 1145740 1214761 -570027 -663885 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 114998 42510 PROVIDING OF LOW INCOME HOUSING TO THE CHRONICALLY MENTALLY DISABLED. 114998 1 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 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 1 1 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 212377 31784 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 653385 2957 JEFFREY RICHARDSON SPVP AND COO COMMUNITY SERV - FORMER OFFICER 0.30 40.00 X 0 658254 36509 0 1524016 71250 0 1 1 0 0 RENTAL REVENUE 531110 42510 42510 42510 42510 42510 0 0 61211 61211 3583 3583 35292 35292 18495 18495 INTERCORPORATE CHARGES 17787 17787 136368 114998 21370 0 46259 334401 1001226 784751 234969 216475 294485 0 575713 550876 7487 2758 400000 400000 738253 812003 1145740 1214761 X -570027 -663885 -570027 -663885 575713 550876 -93858 0 X X 0 1 X 1 0 X 16 16 116085 112878 115040 97710 42510 484223 116101 112878 115040 97710 42510 484239 0 26180 21560 25635 18480 91855 26180 21560 25635 18480 91855 392384 116101 112878 115040 97710 42510 484239 0.81030 0.79530 0.00000 X 165000 165000 828982 777507 51475 7244 7244 0 216475 DUE TO AFFILIATE 812003 812003 0 1 0 0 0 0 0 1 0 JEFFREY RICHARDSON SPVP AND COO COMMUNITY SERV - FORMER 0 482251 0 93744 0 82259 0 2900 0 33609 0 694763 0 50000 KELLY SAVOCA SP SVP AND CFO FORMER OFFICER 0 498679 0 99603 0 55103 0 2900 0 57 0 656342 0 0 SARAH NORMAN PRESIDENT 0 210467 0 0 0 1910 0 1963 0 29821 0 244161 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 2023, THE FOLLOWING PARTICIPATED IN SHEPPARD PRATT'S SUPPLEMENTAL EXECUTIVE DEFERRED COMPENSATION PLAN ("SERP"): KELLY SAVOCA $ 25,000 JEFFREY RICHARDSON $ 25,000 DURING CALENDAR YEAR 2023, THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS AS PART OF THEIR PARTICIPATION IN SHEPPARD PRATT'S SERP PLAN: KELLY SAVOCA $ 28,321 JEFFREY RICHARDSON $ 75,709 PART I, LINE 7 TOP MANAGEMENT COMPENSATION INCLUDES AN ANNUAL INCENTIVE PLAN THAT PROVIDES ADDITIONAL COMPENSATION BASED ON THE ACHIEVEMENT OF ORGANIZATION GOALS AND METRICS INCLUDING FINANCIAL AND NON-FINANCIAL MEASURES. THE PLAN IS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF SHEPPARD PRATT HEALTH SYSTEM, INC. 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 7A MOSAIC COMMUNITY SERVICES, INC. HOLDS RESERVED RIGHTS WHICH INCLUDE THE POWERS TO APPOINT BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B MOSAIC COMMUNITY SERVICES, INC. HOLDS RESERVED RIGHTS WHICH INCLUDE THE POWERS TO APPOINT AND REMOVE BOARD MEMBERS. MOSAIC ALSO HOLDS THE RIGHT TO APPROVE CERTAIN TRANSACTIONS OF ITS SUBSIDIARIES. 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 6501 N CHARLES STREET BALTIMORE MD 21204 520591684 PROVIDES INPATIENT/OUTPATIENT CARE, EDUC SVCS & RESID SVCS MD 501(C)(3) 3 SHEPPARD & ENOCH PRATT FOUNDATION INC 0 SHEPPARD PRATT PHYSICIANS PA 6501 N CHARLES STREET BALTIMORE MD 21204 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 6501 N CHARLES STREET BALTIMORE MD 21204 521357109 CONDUCT FUNDRAISING ACTIVITIES TO SUPPORT AFFILIATED ORGANIZATIONS MD 501(C)(3) 7 N/A 0 SHEPPARD PRATT INVESTMENT INC 6501 N CHARLES STREET BALTIMORE MD 21204 521388935 HOLD AND MANAGE ENDOWMENT FUNDS OF RELATED NONPROFIT ENTITIES MD 501(C)(3) 12A SHEPPARD & ENOCH PRATT FOUNDATION INC 0 FAMILY SERVICES INC 6501 N CHARLES STREET BALTIMORE MD 21204 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 6501 N CHARLES STREET BALTIMORE MD 21204 521338141 PROVIDES THERAPEUTIC RESIDENTIAL, REHAB, & SUPPORT SERVICES MD 501(C)(3) 7 SHEPPARD & ENOCH PRATT FOUNDATION INC 0 WAY STATION INC 6501 N CHARLES STREET BALTIMORE MD 21204 521162749 PROVIDES REHABILITATION AND TREATMENT SERVICES MD 501(C)(3) 7 SHEPPARD & ENOCH PRATT FOUNDATION INC 0 REVISIONS COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC 6501 N CHARLES STREET BALTIMORE MD 21204 521849336 PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESSES. MD 501(C)(3) 10 MOSAIC COMMUNITY SERVICES INC 0 ALLIANCE INC 6501 N CHARLES STREET BALTIMORE MD 21204 521277262 OFFER EDUC., VOC., & RESID SVCS FOR INDIVIDUALS WITH DISABILITIES MD 501(C)(3) 7 MOSAIC COMMUNITY SERVICES INC 0 BEHAVIORAL HEALTH PARTNERS OF FREDERICK INC 6501 N CHARLES STREET BALTIMORE MD 21204 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 BALTIMORE MD 21204 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 6501 N CHARLES STREET BALTIMORE MD 21204 521226449 RENTAL FACILITIES FOR MENTAL HEALTH MD N/A C 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 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.