2025-05-15T08:27:31-05:00 2024-06-30 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2023-07-01 273444167 THE ANNANDALE FOUNDATION INC ANNA 7709458381 3500 ANNANDALE LANE SUWANEE GA 30024 LAURA MACPHERSON CFO 7709458381 2025-05-14 1 1 MELISSA SEWARD P02145103 7709558600 2025-05-01 2023 2025-03-06 01:10:19Z ADAM POMERANZ 3500 ANNANDALE LANE SUWANEE GA 30024 751139 0 X N/A X 2010 GA SEE SCHEDULE O.THE ANNANDALE FOUNDATION, INC'S MISSION IS TO PERPETUATE A VILLAGE COMMUNITY TO PROVIDE PROGRESSIVE LIFE ASSISTANCE TO ADULTS WITH DEVELOPMENTAL DISABILITIES OR TRAUMATIC BRAIN INJURY SO THAT THEY CAN MAXIMIZE THEIR ABILITIES AND MAINTAIN THEIR INDEPENDENCE IN THE LEAST RESTRICTIVE ENVIRONMENT. ASSISTANCE IS PROVIDED TO ADULTS WITH DISABILITIES INCLUDING AUTISM, ASPERGER SYNDROME, DOWN SYNDROME AND FRAGILE X SYNDROME. 7 7 0 7 0 0 10000 9187 0 0 221169 294203 0 0 231169 303390 521912 314720 0 0 0 0 0 0 0 109469 71590 631381 386310 -400212 -82920 11570348 12731616 165723 12698 11404625 12718918 THE MISSION OF THE ORGANIZATION IS TO EXCLUSIVELY SERVE AS A SUPPORTING ORGANIZATION TO ANNANDALE AT SUWANEE, INC. 0 0 288214 288214 FUNDS FROM THE FOUNDATION ARE EXCLUSIVELY FOR THE SUPPORT OF ITS SUPPORTED ENTITY, ANNANDALE AT SUWANEE, INC. IT IS ANTICIPATED THAT THESE FUNDS WILL BE USED PRIMARILY AT ANNANDALE FOR ANNANDALE'S FEE ASSISTANCE PROGRAM. THIS PROGRAM ASSISTS CERTAIN FINANCIALLY DISADVANTAGED RESIDENTS OF ANNANDALE BY ALLOWING FOR ANNANDALE TO CHARGE LOWER FEES TO THOSE PERSONS. THUS, IN A SENSE THE USE OF THE FUNDS IS ULTIMATELY RESTRICTED TO CERTAIN INDIVIDUALS, THOSE RESIDENTS AT ANNANDALE WHO ARE FIANCIALLY DISADVANTAGED AND WHO ARE SELECTED FOR THE ANNANDALE FEE ASSISTANCE PROGRAM BASED ON THEIR FINANCIAL NEED. 26506 26506 FUNDS ARE GIVEN TO ANNANDALE AT SUWANEE, INC. TO SUPPORT EMPLOYEES IN TIMES OF UNEXPECTED FINANCIAL HARDSHIP. 314720 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 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 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 GA X LAURA MACPHERSON 6787654849 3500 ANNANDALE LANE SUWANEE GA 30024 X BRYAN BENFIELD CHAIR 1.00 1.00 X X 0 0 0 TYLER HEARD VICE-CHAIR 0.50 0.50 X X 0 0 0 NOAH LEVY TREASURER 0.50 0.50 X X 0 0 0 ROBERT PONDER SECRETARY 1.00 0.50 X X 0 0 0 SUZANNE MOLOCK MD PAST CHAIRMAN 1.00 1.00 X X 0 0 0 LISA JACKSON EXEC COM AT LARGE 0.50 0.50 X 0 0 0 CHARLES A LOTZ EMERITUS 0.50 0.50 X 0 0 0 ADAM POMERANZ PRESIDENT/EXECUTIVE DIRECT 1.00 39.00 X 0 226475 63193 LAURA MACPHERSON CHIEF FINANCIAL OFFICER 2.50 37.50 X 0 136706 18672 0 363181 81865 0 0 1 0 0 9187 9187 177370 177370 564582 447749 116833 116833 116833 303390 0 0 294203 314720 314720 64502 64502 30 30 7058 7058 386310 314720 71590 0 636453 987828 25348 10933895 11718440 11570348 12731616 165723 12698 165723 12698 X 7579581 8724449 3825044 3994469 11404625 12718918 11570348 12731616 -82920 1397213 0 X X 0 1 X 1 0 X X X 1 ANNANDALE AT SUWANEE INC 586081470 10 1 314720 0 1 314720 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3730661 443318 263334 3910645 3665247 324998 259584 3730661 4305649 5000 -412153 233249 3665247 3879756 711805 285912 4305649 3998008 196069 314321 3879756 0.00000 0.53404 0.46596 1 0 0 X PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUNDS IS TO GENERATE INCOME TO SUPPORT ANNANDALE AT SUWANEE'S MISSION. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING STANDARDS THAT PROVIDE GUIDANCE ON WHEN UNCERTAIN TAX POSITIONS ARE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND HOW THE VALUES OF THESE POSITIONS ARE DETERMINED. NO LIABILITY HAS BEEN RECORDED AS OF JUNE 30, 2024 AND 2023 DUE TO UNCERTAIN TAX POSITIONS. 0 ANNANDALE AT SUWANNEE INC 3500 ANNANDALE LANE SUWANEE GA 30024 586081470 501(C)(3) 288214 0 OPERATING ASSISTANCE ANNANDALE AT SUWANNEE INC 3500 ANNANDALE LANE SUWANEE GA 30024 586081470 501(C)(3) 26506 0 EMPLOYEE ASSISTANCE PROGRAM 1 0 0 0 0 0 0 0 0 0 0 ADAM POMERANZ PRESIDENT/EXECUTIVE DIRECT 0 226475 0 0 0 0 0 23004 0 40189 0 289668 0 0 LAURA MACPHERSON CHIEF FINANCIAL OFFICER 0 136706 0 0 0 0 0 12364 0 6308 0 155378 0 0 FORM 990, PART VI, SECTION A, LINE 8B AT THIS TIME, THE BOARD DOES NOT HAVE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD WILL RECEIVE AN ELECTRONIC COPY OF THE TAX RETURN FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, AND PAID EMPLOYEES OF THE CORPORATION SHALL SCRUPULOUSLY AVOID ANY CONFLICT BETWEEN THEIR OWN INDIVIDUAL INTERESTS AND THE INTEREST OF THE CORPORATION IN ANY AND ALL ACTIONS TAKEN BY THEM. ANY POSSIBLE CONFLICT OF INTEREST ON THE PART OF SUCH PERSON SHALL BE DISCLOSED IN FULL DETAIL TO THE BOARD OF DIRECTORS AND SUCH PERSON SHALL ABSTAIN FROM VOTING OR OTHERWISE ATTEMPTING TO INFLUENCE THE DECISIONS ON SUCH MATTERS. THE DISCLOSURE, AS WELL AS THE ABSTENTION FROM VOTING, SHALL BE MADE A MATTER OF RECORD WITHIN THE MINUTES OF THE APPROPRIATE MEETING. THIS POLICY SHALL NOT PREVENT SUCH PERSON, HOWEVER, FROM STATING HIS POSITION ON SUCH MATTER NOR FROM ANSWERING PERTINENT QUESTIONS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII: ANNANDALE AT SUWANEE, INC., A RELATED ORGANIZATION, PAYS ALL COMPENSATION AND BENEFITS TO EMPLOYEES. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES IN THE METHODS FOR AUDITOR SELECTION AND REVIEW OF FINANCIAL STATEMENT. ANNANDALE AT SUWANEE INC 3500 ANNANDALE LANE SUWANEE GA 30024 586081470 HOUSING FOR THE DEVELOPMENTALLY DISABLED. GA 501(C)(3) LINE 10 N/A 0 ANNANDALE APARTMENTS INC 3500 ANNANDALE LANE SUWANEE GA 30024 581370611 RESIDENTAL FACILITY FOR ADULTS W/ INTELLECTUAL DISABILITIES GA 501(C)(3) LINE 10 ANNANDALE AT SUWANEE INC 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0