2025-05-08T10:30:25-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2023-07-01 521370390 CALMRA INC CALM 3019827177 14100 LAUREL PARK DRIVE LAUREL MD 20707 NANCY TOLBERT EXECUTIVE DIRECTOR 3019827177 2025-05-08 1 0 ROBERT WILLIAMS P01345960 5712279500 2025-05-02 2023 2025-03-06 01:10:19Z NANCY TOLBERT 14100 LAUREL PARK DRIVE LAUREL MD 20707 11133800 0 X WWW.CALMRA.ORG X 1984 MD TO IMPROVE THE LIVES OF PERSON WITH DEVELOPMENTAL DISABILITIES BY PROVIDING THE HIGHEST QUALITY RESIDENTIAL AND OTHER SUPPORT SERVICES. 14 14 132 14 0 0 102844 135753 8438497 9986447 24469 338256 293027 90550 8858837 10551006 0 0 0 0 5248606 6073766 0 0 0 1765150 1945754 7013756 8019520 1845081 2531486 11699299 14792777 4740838 5089733 6958461 9703044 TO IMPROVE THE LIVES OF PERSONS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING THE HIGHEST QUALITY RESIDENTIAL AND OTHER SUPPORT SERVICES IN AN ETHICAL AND LOVING ENVIRONMENT. 0 0 6164848 0 9236705 RESIDENTIAL - PROVIDE QUALITY RESIDENTIAL SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES IN THE COMMUNITY. THE ORGANIZATION PROVIDES HOUSING, LIVE IN STAFF.P 739127 0 749742 DAY - PROVIDES A WELCOMING, SAFE, AND COMFORTABLE ENVIORNMENT FOR SENIORS (OVER 55 YEARS OF AGE) OR PERSONS WITH AGE RELATED CONDITIONS WITH COGNITIVE AND/OR PHYSICAL DISABILITIES TO ENGAGE IN MEANINGFUL DAYTIME ACTIVITIES. 6903975 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 132 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X THE ORGANIZATION 3019827177 14100 LAUREL PARK DR LAUREL MD 20707 KENNETH WINDBECK PRESIDENT 2.00 X X 0 0 0 MARK MAZZ VICE PRESIDENT 2.00 X X 0 0 0 BRIAN GILBERT SECRETARY 2.00 X X 0 0 0 DAVID BROKATE TREASURER 2.00 X X 0 0 0 STEVE CAPLAN DIRECTOR 2.00 X 0 0 0 SARA HENRY DIRECTOR 2.00 X 0 0 0 RONALD JACKSON JR DIRECTOR 2.00 X 0 0 0 KAM KHAZAI DIRECTOR 2.00 X 0 0 0 MICHELLE LYONS DIRECTOR 2.00 X 0 0 0 WILLIAM MOON DIRECTOR 2.00 X 0 0 0 PATRICIA MORRIS DIRECTOR 2.00 X 0 0 0 GWENDOLYN JACK-ROLSTON DIRECTOR 2.00 X 0 0 0 DAVID SAVILLE DIRECTOR 2.00 X 0 0 0 ELSIE ZIEPOLT DIRECTOR 2.00 X 0 0 0 NANCY TOLBERT EXECUTIVE DIRECTOR 40.00 X 129794 0 13492 SHAKEARA LYNCH FINANCE DIRECTOR UNTIL DECEMBER 2023 40.00 X 74027 0 5941 203821 0 19433 1 0 0 0 0 5400 23923 106430 135753 RESIDENTIAL 623990 9236705 9236705 DAY 624310 749742 749742 9986447 130091 130091 600083 180024 571942 0 28141 180024 208165 208165 0 23923 10852 -10852 -10852 MISCELLANEOUS 900099 65388 65388 FOOD STAMPS 900099 36014 36014 101402 10551006 9986447 0 428806 206938 188313 18625 5068085 4621544 446541 70945 61921 9024 334118 292665 41453 393680 356529 37151 105408 105408 184997 184997 248636 161887 86749 254333 227485 26848 89008 84570 4438 205158 170688 34470 377459 330465 46994 109953 95540 14413 FOOD 143476 143476 REPAIRS AND MAINTENANCE 128427 117749 10678 NATIONAL DUES 19739 19739 TRAINING 17008 9693 7315 62152 41450 20702 8019520 6903975 1115545 0 4237696 5013551 186652 1045594 21023 9345959 3894928 5507499 5451031 1657276 2060545 296828 1014381 11699299 14792777 313114 327384 84843 4342881 3750201 0 1012148 4740838 5089733 X 6958461 9703044 6958461 9703044 11699299 14792777 2531486 123730 89367 0 X X 0 1 X 1 0 X 951726 351630 145070 102844 135753 1687023 6400641 7324493 7841992 8438497 9986447 39992070 7352367 7676123 7987062 8541341 10122200 41679093 0 0 0 41679093 32454 6996 3639 26536 130091 199716 32454 6996 3639 26536 130091 199716 79126 282604 356234 294450 101402 1113816 7463947 7965723 8346935 8862327 10353693 42992625 0.96940 0.96950 0.00460 0.00310 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FOOD STAMPS - 2019 AMOUNT: $ 79,126. 2020 AMOUNT: $ 282,604. 2021 AMOUNT: $ 356,234. 2022 AMOUNT: $ 68,597. 2023 AMOUNT: $ 36,014. MISCELLANEOUS - 2022 AMOUNT: $ 225,853. 2023 AMOUNT: $ 65,388. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 2274829 2274829 4066370 2533629 1532741 2746761 1104557 1642204 257999 256742 1257 5451031 SECURITY DEPOSITS 62784 REPLACEMENT RESERVE 316425 RIGHT OF USE ASSETS 634628 LOAN FEES - MORTGAGE ESCROW 544 1014381 LEASE LIABILITY 499614 PARTICIPATION LIABILITY 512534 1012148 X 10674736 123730 123730 10551006 0 10551006 8019520 0 8019520 0 8019520 PART X, LINE 2: THE ORGANIZATION IS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. IT IS EXEMPT FROM PAYING FEDERAL INCOME TAX ON ANY INCOME EXCEPT UNRELATED BUSINESS INCOME. NO PROVISION HAS BEEN MADE FOR INCOME TAXES AS THE ORGANIZATION HAS HAD NO SIGNIFICANT UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE GUIDANCE OF ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR THE RECOGNITION AND MEASUREMENT OF THE BENEFITS OF INDIVIDUAL TAX POSITIONS IN THE FINANCIAL STATEMENTS, INCLUDING THOSE OF NONPROFIT ORGANIZATIONS. TAX POSITIONS MUST MEET A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT IN ORDER FOR THE BENEFIT OF THOSE TAX POSITIONS TO BE RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION ANALYZES TAX POSITIONS TAKEN, INCLUDING THOSE RELATED TO THE REQUIREMENTS SET FORTH IN IRC SEC. 501 (C)(3) TO QUALIFY AS A TAX-EXEMPT ORGANIZATION, ACTIVITIES PERFORMED BY VOLUNTEERS AND BOARD MEMBERS, THE REPORTING OF UNRELATED BUSINESS INCOME, AND ITS STATUS AS A TAX-EXEMPT ORGANIZATION UNDER MARYLAND STATE STATUTE. THE ORGANIZATION DOES NOT KNOW OF ANY TAX BENEFITS ARISING FROM UNCERTAIN TAX POSITIONS AND THERE WAS NO EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION OR CHANGES IN NET ASSETS AS A RESULT OF ANALYZING ITS TAX POSITIONS. GOLF TOURNAMENT 23923 23923 6294 4558 23923 23923 6294 4558 10852 -10852 FORM 990, PART VI, SECTION A, LINE 1A AN EXECUTIVE COMMITTEE SHALL ACT ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN BOARD MEETINGS AND REPORT ALL ITS ACTIONS AT THE NEXT MEETING OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL BE THE OFFICERS AND THE IMMEDIATE PAST PRESIDENT (IF STILL ON THE BOARD OF THE DIRECTORS) OR ANOTHER PERSON ELECTED BY THE BOARD FOR A TOTAL COMMITTEE OF FIVE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT PAY MEMBERSHIP DUES ON AN ANNUAL BASIS. THE MEMBERS ELECT THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS THAT PAY MEMBERSHIP DUES ON AN ANNUAL BASIS. THE MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND CFO REVIEW THE FORM 990 BEFORE IT IS FILED. THE EXECUTIVE DIRECTOR REVIEWS THE 990 WITH THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS RECEIVES A COPY OF THE 990 AND APPROVES THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO SIGN ANNUAL STATEMENTS DISCLOSING CONFLICTS OF INTEREST. THE BOARD OF DIRECTORS REVIEWS ALL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 SALARY LEVELS AND HOURLY RATES ARE ESTABLISHED BY A COMMITTEE OF THE BOARD OF DIRECTORS FOR EACH POSTION AND CLASSIFICATION. SALARY LEVELS ARE COMPARED TO SALARIES OF SIMILAR AGENCIES IN GEOGRAPHICAL AREA. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES IT'S FORM 1023 AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT AUDITOR AND OVERSIGHT OF THE ANNUAL AUDIT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.