2025-05-01T13:03:36-07:00 2024-06-30 990 2023-07-01 520591618 DE PAUL HOUSE INC DEPA 6676003216 2300B Dulaney Valley Road Timonium MD 21093 Sarah I Beckwith Treasurer 6676003216 2025-05-01 1 2023 2025-03-06 01:10:19Z William J McCarthy 2300B Dulaney Valley Road Timonium MD 21093 2654259 0 0928 X www.cc-md.org X 1925 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. 13 9 0 1 0 0 1705883 1620228 821854 1030843 -4723 3188 0 0 2523014 2654259 0 0 0 0 705443 633988 0 0 0 2590290 2509926 3295733 3143914 -772719 -489655 14459955 13005618 12189464 11649846 2270491 1355772 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 2984018 0 2654259 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 2984018 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 13 9 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 456529 72031 Sarah I Beckwith Treasurer (started February 7, 2022) 1 40 X 0 218392 47524 Ashley Valis Chief Operating Officer 1 40 X 0 240343 23793 Mary Choplick Director Senior Communities 1 40 X 0 147288 42425 Archbishop William E Lori Chairman 1 1.00 X 0 0 0 Theresa D Becks Director 1.00 1.00 X 0 0 0 John Stanton Director 1.00 1.00 X 0 0 0 Most Rev Adam Parker Director 1.00 1.00 X 0 0 0 Pamela W Gray Director 1.00 1.00 X 0 0 0 Tamla A Olivier Vice President 1.00 1.00 X 0 0 0 Natalie McSherry Director 1.00 1 X 0 0 0 Daniel Rizzo President 1.00 1.00 X X 0 0 0 Michael Bison Director 1.00 1.00 X 0 0 0 Marc Wyatt Director 1.00 1.00 X 0 0 0 Aileen Eskildsen Director 1.00 1.00 X 0 0 0 0 1062552 185773 0 0 1 0 0 0 0 0 1619728 500 0 1620228 Rental Income 531110 1016036 1016036 0 0 Other Related Income 531390 14807 14807 0 0 0 0 0 0 1030843 3188 3188 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2654259 1034031 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 484880 484880 0 0 25115 25115 0 0 88201 88201 0 0 35792 35792 0 0 135159 0 135159 0 1258 1258 0 0 24737 0 24737 0 0 0 0 0 0 0 0 0 0 6452 6452 0 0 14582 14582 0 0 13760 13760 0 0 16485 16485 0 0 0 0 0 0 1452760 1452760 0 0 2246 2246 0 0 0 0 0 0 6353 6353 0 0 0 0 0 0 0 0 0 0 776585 776585 0 0 12636 12636 0 0 Temporary Help 18412 18412 0 0 Bad Debt 27077 27077 0 0 Bank Fees 440 440 0 0 Miscellaneous Administrative 984 984 0 0 0 0 0 0 3143914 2984018 159896 0 0 0 1321010 471330 0 0 60858 114853 0 0 0 0 0 0 0 0 868300 842139 22004360 11088062 11500959 10916298 708828 660998 0 0 0 0 0 0 0 0 14459955 13005618 831914 499204 0 0 6098 13183 0 0 0 0 0 0 11274337 11055747 0 0 77115 81712 12189464 11649846 X 2270491 1355772 0 0 2270491 1355772 14459955 13005618 X -489655 0 0 0 0 -425064 X 0 1 X 1 1 1 X 1148164 1140698 1686097 1705883 1620228 7301070 343919 319002 558815 803678 1016036 3041450 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1492083 1459700 2244912 2509561 2636264 10342520 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10342520 4995 1431 373 2014 3188 12001 0 0 0 0 0 0 4995 1431 373 2014 3188 12001 0 0 0 0 0 0 0 0 0 0 0 0 1497078 1461131 2245285 2511575 2639452 10354521 0.99884 0.99835 0.00116 0.00165 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 265062 0 265062 20560817 0 10397929 10162888 177095 0 143920 33175 1001386 0 546213 455173 0 0 0 0 10916298 0 Tenant Security Deposits 81712 81712 X 2654259 0 0 0 0 0 2654259 0 0 0 2654259 3143914 0 0 0 0 0 3143914 0 0 0 3143914 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 448080 0 0 0 8449 0 50849 0 21182 0 528560 0 0 Sarah I Beckwith Treasurer (started February 7, 2022) 0 210988 0 0 0 7403 0 24982 0 22542 0 265915 0 0 Mary Choplick Director Senior Communities 0 141987 0 0 0 5301 0 16809 0 25615 0 189712 0 0 Ashley Valis Chief Operating Officer 0 236700 0 0 0 3643 0 23793 0 0 0 264136 0 0 Schedule J, Part I, Line 4 During the calendar year ended December 31, 2023, the following officers or key employees participated in ACC's supplemental executive retirement plan (SERP) and received contributions to their account: William J. McCarthy, Jr. ($32,538), Sarah I Beckwith ($15,986), Ashley Valis ($15,225), and Mary Choplick ($10,756). Accumulated contributions to participant accounts at December 31, 2023 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. Form 990, Part XI, Line 9 Equity transfer to Associated Catholic Charities, Inc. 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