2026-01-30T17:18:15-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-07-01 521158064 COMMUNITY LIVING INC COMM 3016638811 620-B RESEARCH COURT FREDRICK MD 21703 TOM EVANS CFO 3016638811 2026-01-30 1 0 ROBERT WILLIAMS P01345960 5712279500 2026-01-30 2024 2025-03-06 01:10:19Z MICHAEL PLANZ 620-B RESEARCH COURT FREDRICK MD 21703 22359976 0 X WWW.COMMUNITYLIVINGINC.ORG X 1979 MD PROVIDES SERVICES FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 7 7 233 0 0 0 107748 35317 17793845 19797700 -42026 491462 -11574 35497 17847993 20359976 48362 0 0 0 13150485 16027641 0 0 3429 1882512 2180751 15081359 18208392 2766634 2151584 17324337 20186014 3748258 4253897 13576079 15932117 X COMMUNITY LIVING PROVIDES SUPPORT AND SERVICES TO EMPOWER ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO LIVE THEIR LIVES TO THE FULLEST. 0 0 10494671 0 13754312 RESIDENTIAL COMMUNITY LIVING, INC. (CLI) LARGEST AND OLDEST SERVICE IS RESIDENTIAL SERVICES, WHICH IS HOUSING PROVIDED IN "GROUP HOMES" TYPICALLY CONSISTING OF THREE RESIDENTS LIVING TOGETHER IN A HOME WITH STAFF ON DUTY 24 HOURS A DAY 365 DAYS A YEAR. RESIDENTS EACH HAVE THEIR OWN BEDROOM AND PARTICIPATE IN THE MAINTENANCE OF THEIR HOME TO THE BEST OF THEIR ABILITY. WELL TRAINED STAFF PROVIDE ASSISTANCE AS NEEDED WITH PERSONAL CARE, GROCERY SHOPPING AND COOKING, COMPLETING MEDICAL APPOINTMENTS, HOUSEKEEPING AND EVERYTHING ELSE TO MAKE EACH PERSON FEEL AT HOME. CLI STRIVES TO MATCH PEOPLE OF SIMILAR SKILLS AND INTEREST TO MAXIMIZE THE POTENTIAL OF EVERYONE IN THE HOUSE. 2054653 0 1890078 VOCATIONAL AND DAY SERVICES MOST RECENTLY, CLI BEGAN PROVIDING VOCATIONAL SERVICES TO PEOPLE WHO WISH TO WORK. WE HAVE DEVELOPED A PROGRAM THAT STRIVES TO FIND EMPLOYMENT OPPORTUNITIES FOR PEOPLE SERVED, PREFERABLY IN INTEGRATED COMMUNITY SETTINGS BUT ALSO THROUGH IN HOUSE CONTRACTS SUCH AS LAUNDRY SERVICES AND SERVICES FOR LOCAL BUSINESSES. WHEN PEOPLE ARE NOT WORKING, CLI MAINTAINS A PHILOSOPHY OF ACTIVE ENGAGEMENT, PROVIDING ACTIVITIES THAT BUILD A VARIETY OF WORK SKILLS AND USING MULTIPLE VOLUNTEER ACTIVITIES WE ALSO OPERATE A SENIOR DAY PROGRAM FOR INDIVIDUALS WHO NO LONGER WISH TO WORK AND WANT TO MAINTAIN A MORE LEISURELY PACE DURING THE DAY. 2662241 0 3718417 PERSONAL SUPPORTS AND BEHAVIORAL SUPPORTS THIS IS A SERVICE THAT PROVIDES SUPPORT TO PEOPLE LIVING ON THEIR OWN OR WITH FAMILY AS OPPOSED TO LIVING IN A GROUP SITUATION WITH FULL TIME STAFF. THIS SERVICE HAS GROWN SIGNIFICANTLY IN THE PAST SEVERAL YEARS AS MORE PEOPLE WANT INCREASINGLY FLEXIBLE SUPPORTS STAFF IN THIS PROGRAM TO ASSIST PEOPLE WITH WHATEVER IS MOST IMPORTANT TO THEM FROM MAINTAINING THEIR HOME, TO MEDICAL NEEDS TO RECREATIONAL ACTIVITIES. 5592 0 434893 OTHER HOUSING ASSISTANCE, CLI PROVIDE MANAGES FIVE HOUSING PROJECTS THROUGH A HOUSING AND URBAN DEVELOPMENT SPONSORED PROGRAM. 5592 0 434893 15217157 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 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 10 0 1 233 1 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 1 0 0 MD X TOM EVANS CFO 3016638811 620-B RESEARCH COURT FREDERICK MD 21703 MICHAEL PLANZ CEO 37.00 3.00 X 195691 0 4555 THOMAS EVANS CFO 34.00 6.00 X 140756 0 6510 SHAWN CAVENEE PRESIDENT 1.00 1.50 X X 0 0 0 TOM KRACH VICE PRESIDENT 1.00 1.50 X X 0 0 0 BRUSHAUN LAGWAY TREASURER 1.00 1.50 X X 0 0 0 LAURA WELKER SECRETARY 1.00 1.50 X X 0 0 0 AMANDA BURNS DIRECTOR 1.00 1.50 X 0 0 0 TEMIKKI MORRISION DIRECTOR 1.00 1.50 X 0 0 0 HOREJAH BAH DIRECTOR 1.00 1.50 X 0 0 0 336447 0 11065 2 0 1 0 0 35317 35317 PROGRAM SERVICES 623990 19414615 19414615 RENTAL INCOME 531110 235717 235717 MANAGEMENT FEES 541610 147368 147368 19797700 33415 33415 2458047 2000000 458047 458047 458047 MISCELLANEOUS INCOME 900099 35497 35497 35497 20359976 19797700 0 526959 296485 296485 12315137 10525464 1789673 383269 320053 63216 2097304 1757390 339914 935446 781155 154291 455 455 113259 113259 5448 5448 55934 55479 455 277289 250519 26770 316229 254986 61243 521567 481329 40238 4342 3204 1138 186146 166353 19793 144897 120998 23899 FOOD EXPENSES 284632 284632 REPAIRS AND MAINTENANCE 169042 162688 6354 STAFF DEVELOPMENT 62672 52335 10337 DUES AND SUBSCRIPTIONS 23486 23486 15353 3776 9741 1836 18208392 15217157 2987806 3429 1496076 1006868 2918601 1549236 1315102 1921900 341857 301089 4167339 2302682 1907464 1864657 6481294 10329947 596270 590462 2267673 2621855 17324337 20186014 994376 1154554 17440 471172 434235 2282710 2647668 3748258 4253897 X 13576079 15932117 13576079 15932117 17324337 20186014 2151584 204454 0 X 0 1 X 1 0 X 1264240 761733 1257518 107748 35317 3426556 11123705 12427766 16114735 17793845 19797700 77257751 12387945 13189499 17372253 17901593 19833017 80684307 0 0 0 80684307 5033 8793 304444 7692 33415 359377 5033 8793 304444 7692 33415 359377 103473 18792 2289 35497 160051 12496451 13198292 17695489 17911574 19901929 81203735 0.99360 0.99000 0.00440 0.00720 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 103,473. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 18,792. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 35,497. GROSS INCOME FROM FUNDRAISING EVENT - 2023 AMOUNT: $ 2,289. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 519682 519682 2635827 1865950 769877 287301 77009 210292 724529 359723 364806 1864657 AMOUNTS HELD FOR RESIDENTS 1705100 RIGHT OF USE ASSET 916755 2621855 AMOUNTS HELD FOR RESIDENCE 1705100 LEASE LIABILITY 942568 2647668 X 20558982 204454 204454 20354528 5448 5448 20359976 18202944 0 18202944 5448 5448 18208392 PART X, LINE 2: COMMUNITY LIVING, INC. AND AFFILIATES HAVE BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE THAT THEY ARE A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATIONS ARE EXEMPT FROM BOTH FEDERAL AND STATE INCOME TAXES BUT WOULD BE SUBJECT TO TAXES ON ANY UNRELATED BUSINESS INCOME. THERE IS NO PROVISION FOR INCOME TAXES AT JUNE 30, 2025 AND 2024, AS THE ORGANIZATIONS DID NOT INCUR ANY UNRELATED BUSINESS INCOME DURING THESE PERIODS. THE INCOME TAX POSITIONS TAKEN BY THE ORGANIZATIONS FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT THE ORGANIZATIONS CONTINUE TO BE EXEMPT FROM INCOME TAXES AND THAT THE ORGANIZATIONS HAVE PROPERLY REPORTED UNRELATED BUSINESS INCOME IF ANY THAT IS SUBJECT TO INCOME TAXES. THE ORGANIZATIONS BELIEVE THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR WHICH MAY HAVE AN EFFECT ON TAX-EXEMPT STATUS. NONE OF THE ORGANIZATIONS' FEDERAL OR STATE INCOME TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. X 0 0 0 0 0 0 0 0 0 MICHAEL PLANZ CEO 176346 0 19345 0 0 0 4100 0 455 0 200246 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A BOARD OF DIRECTORS ALLOCATES FINANCIAL OVERSIGHT TO THE COMMUNITY LIVING, INC. FINANCE COMMITTEE. THIS COMMITTEE PROVIDES FINANCIAL RECOMMENDATIONS ONLY TO THE BOARD OF DIRECTORS. COMMITTEE MEMBERS ARE SHAWN CAVANEE, PRESIDENT, SHAUN LAGWAY, TREASURER, ROBERT DEGRANGE, AND LAWRENCE SCHAFFERT. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE BOARD AND REVIEWED PRIOR TO FILING. THE BOARD REVIEWS AND A VOTE OF ACCEPTANCE IS DOCUMENTED. ANY CHANGES OR QUESTIONS ARE ADDRESSED PRIOR TO THE FINAL FORM BEING PREPARED. THE CHANGES, IF ANY, ARE THEN REVIEWED. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL QUESTIONNAIRES ARE PROVIDED TO THE MEMBERS OF THE BOARD. ANY CONFLICTS ARE DISCLOSED AND DOCUMENTED AT THAT TIME. ANY ISSUE THAT MAY INVOLVE A CONFLICT OF INTEREST IS REVIEWED BIMONTHLY AT THE BOARD OF DIRECTORS MEETING. BOARD OF DIRECTOR MEMBERS SIGN A CONFLICT OF INTEREST FORM ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A BOARD OF DIRECTORS REVIEWS ACCOMPLISHMENTS OF THE CEO, OBTAINS CURRENT RATES OF COMPARABLE POSITIONS AND MAKES A RECOMMENDATION BASED ON THESE CRITERIA ALONG WITH ANY ANTICIPATED ORGANIZATION CHANGES. THE COMPENSATION LEVEL IS THEN APPROVED AND DOCUMENTED BY THE FULL BOARD. THIS PROCESS IS COMPLETED YEARLY. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE PROVIDED BY REQUEST. CLARC PROPERTIES 620B RESEARCH COURT FREDERICK MD 21703 521968090 LESSOR MD 501(C)(25) 0 COLLINS WAY INC 620B RESEARCH COURT FREDERICK MD 21703 521864119 SUPPORTIVE RESIDENTIAL FACILITIES MD 501(C)(3) LINE 10 COMMUNITY LIVING INC 1 SERGENT'S WAY INC 620B RESEARCH COURT FREDERICK MD 21703 521731155 SUPPORTIVE RESIDENTIAL FACILITIES MD 501(C)(3) LINE 10 COMMUNITY LIVING INC 1 THOMAS' CONTENTMENT INC 620B RESEARCH COURT FREDERICK MD 21703 521959450 SUPPORTIVE RESIDENTIAL FACILITIES MD 501(C)(3) LINE 10 COMMUNITY LIVING INC 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0