2026-04-13T10:16:53-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-07-01 521370390 CALMRA INC CALM 3019827177 14100 LAUREL PARK DRIVE LAUREL MD 20707 TAMMY MONEY-HELSEL EXECUTIVE DIRECTOR 3019827177 2026-04-06 1 1 LAURA J KENNEY P00202198 6177170831 2026-04-06 2024 2025-03-06 01:10:19Z JEWELL'S PLACE TAMMY MONEY-HELSEL 14100 LAUREL PARK DRIVE LAUREL MD 20707 12292811 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. 12 12 135 14 0 0 135753 307333 9986447 11101754 338256 179157 90550 116789 10551006 11705033 0 0 0 0 6073766 6509918 0 0 0 1945754 2172577 8019520 8682495 2531486 3022538 14792777 17640904 5089733 4760738 9703044 12880166 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 6410471 0 10175254 RESIDENTIAL - PROVIDE QUALITY RESIDENTIAL SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES IN THE COMMUNITY. THE ORGANIZATION PROVIDES HOUSING, LIVE IN STAFF. 980906 0 926500 DAY - PROVIDES A WELCOMING, SAFE, AND COMFORTABLE ENVIRONMENT 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. 7391377 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 135 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X PEJMAN BORGHEI 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 KRIS SAVILLE 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 RONALD JACKSON JR DIRECTOR 2.00 X 0 0 0 KAM KHAZAI DIRECTOR 2.00 X 0 0 0 TINA MILLER DIRECTOR 2.00 X 0 0 0 WILLIAM MOON 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 SARA HENRY DIRECTOR UNTIL DECEMBER 2024 2.00 X 0 0 0 NANCY TOLBERT EXECUTIVE DIRECTOR 40.00 X 148173 0 22040 DANNA K ZACHAREK COO UNTIL SEPTEMBER 2024 40.00 X 114280 0 13107 ROSE NAH DIRECT SUPPORT PROFESSIONALS 40.00 X 118054 0 8091 FOLASADE OLUBUNMI SABA COMMUNITY LIVING SUPERVISOR 40.00 X 111306 0 18971 ESTHER SALUBI DIRECT SUPPORT PROFESSIONALS 40.00 X 115727 0 13568 TYMEKA WILLIAMS COMMUNITY LIVING SUPERVISOR 40.00 X 102253 0 18008 OLIVE ONWUKWE COMMUNITY LIVING SUPERVISOR 40.00 X 102372 0 9176 812165 0 102961 8 0 1 0 0 3425 13858 290050 75976 307333 RESIDENTIAL 623990 10175254 10175254 DAY 624310 926500 926500 11101754 195463 195463 559119 563753 11672 -4634 -11672 -16306 -16306 1262 13858 12353 -11091 -11091 MISCELLANEOUS 900099 85786 85786 FOOD STAMPS 900099 42094 42094 127880 11705033 11101754 0 295946 241588 219846 21742 5320990 4918849 402141 76396 70752 5644 455586 421185 34401 415358 383860 31498 157645 157645 19161 19161 265388 8202 257186 171775 99948 71827 53973 53973 291967 256577 35390 96019 75545 20474 4171 4171 188676 155115 33561 380253 355288 24965 124333 75707 48626 REPAIRS AND MAINTENANCE 160573 128518 32055 FOOD 152692 149721 2971 TRAINING 21340 12190 9150 NATIONAL DUES 17158 17158 67453 60074 7379 8682495 7391377 1291118 0 5013551 7667405 186652 131530 1045594 771096 21023 23924 9746384 4065322 5451031 5681062 2060545 2403285 1014381 962602 14792777 17640904 327384 522659 3750201 3190245 1012148 1047834 5089733 4760738 X 9703044 12880166 9703044 12880166 14792777 17640904 3022538 154584 0 X X 0 1 X 1 0 X 351630 145070 102844 135753 307628 1042925 351630 145070 102844 135753 307628 1042925 25098 1017827 6996 3639 26536 130091 195463 362725 282604 356234 294450 101402 127880 1162570 2568220 44693183 0.39630 0.56220 X 0.96940 0.00460 SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FOOD STAMPS - 2020 AMOUNT: $ 282,604. 2021 AMOUNT: $ 356,234. 2022 AMOUNT: $ 68,597. 2023 AMOUNT: $ 36,014. 2024 AMOUNT: $ 42,094. MISCELLANEOUS - 2022 AMOUNT: $ 225,853. 2023 AMOUNT: $ 65,388. 2024 AMOUNT: $ 85,786. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 2274829 2274829 4066370 2645604 1420766 3169968 1184501 1985467 235217 235217 0 5681062 SECURITY DEPOSITS 73988 REPLACEMENT RESERVE 353975 RIGHT OF USE ASSETS 534130 LOAN FEES - MORTGAGE ESCROW 509 962602 LEASE LIABILITY 416463 PARTICIPATION LIABILITY 631371 1047834 X 11840456 154584 154584 11685872 19161 19161 11705033 8663334 0 8663334 19161 19161 8682495 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 ACCOUNTING STANDARDS CODIFICATION (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 15120 13858 1262 12353 15120 13858 1262 12353 12353 -11091 X 0 0 0 0 0 0 0 0 0 NANCY TOLBERT EXECUTIVE DIRECTOR 148173 0 0 0 0 0 15802 0 6238 0 170213 0 0 0 X 1 75976 FMV 1 0 1 0 PART I, COLUMN (B): THE TOTAL IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. 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 2 DAVID SAVILLE AND KRIS SAVILLE HAVE A FAMILY RELATIONSHIP. 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 REVIEWS THE FORM 990 PRIOR TO FILING. THE BOARD OF DIRECTORS RECEIVES A COPY AND APPROVES THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS REVIEWED AND RENEWED ANNUALLY. ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO SIGN ANNUAL STATEMENTS DISCLOSING POTENTIAL CONFLICTS OF INTEREST. THE DISCLOSURES ARE REVIEWED BY THE BOARD OF DIRECTORS, IN COORDINATION WITH THE EXECUTIVE DIRECTOR, TO IDENTIFY ANY POTENTIAL CONFLICTS. IF A CONFLICT IS DISCLOSED, THE OFFICERS OF THE BOARD OF DIRECTORS CONDUCT AN INDEPTH REVIEW AND DETERMINE WHETHER A CONFLICT EXISTS AND THE APPROPRIATE ACTION TO BE TAKEN IN ACCORDANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION LEVELS ARE ESTABLISHED BY A COMMITTEE OF THE BOARD OF DIRECTORS FOR EACH POSTION AND CLASSIFICATION. COMPENSATION LEVELS ARE COMPARED TO SALARIES OF SIMILAR AGENCIES IN GEOGRAPHICAL AREA. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. 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.