2026-05-13T12:05:18-05:00 2025-06-30 582487348 Aprio Advisory Group LLC 2002 Summit Boulevard Suite 120 Atlanta GA 30319 990 2024-07-01 526067043 Fellowship Square Foundation FELL 7038602536 11790 Sunrise Valley Drive 275 Reston VA 20191 John Gray Treasurer 7038602536 2026-05-06 1 1 Stacy Cullen P00974308 4048929651 2026-05-06 2024 2025-03-06 01:10:19Z X Kristin Norris 11790 Sunrise Valley Drive 275 Reston VA 20191 5469010 0 X www.fellowshipsquare.org X 1960 DC Affordable housing and services for low income seniors and those who are physically disabled. 11 11 15 230 0 0 307008 229803 1019877 1123208 13223821 1080906 834057 39476 15384763 2473393 201457 130390 0 0 1052961 1224426 0 0 320423 343599 515358 1598017 1870174 13786746 603219 33136891 36018340 139976 160552 32996915 35857788 X The Organization provides affordable housing and services to older adults. 0 0 875156 130390 1123208 Fellowship Square provides affordable housing and services to 800+ seniors through four apartment communities in the Washington, DC area. Fellowship Square is working to add to its inventory of affordable housing units for older adults. Currently, each Fellowship House offers a robust monthly calendar of programs and activities; and includes an onsite social worker to help residents navigate Medicare, Medicaid, and other federal and state benefits, and access community resources that help them through the aging process. Fellowship Square provides governance, legal, and financial oversight to each property along with support through fundraising, volunteers, community outreach, and public relations services to each Fellowship House property. All Fellowship House properties operate under Section 223 (F) of the National Housing Act and participate in the Section 8 Housing Assistance rental program. 875156 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 X 18 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X Lisa Queeney 7038602536 11790 Sunrise Valley Drive 275 Reston VA 20191 Kristin Norris President 5.00 1.00 X X 0 0 0 Mark Fleming Vice President 4.00 16.00 X X 0 0 0 John Kelly Secretary 2.00 X X 0 0 0 John S Gray Treasurer 10.00 16.00 X X 0 0 0 Edward S Byrne Director 2.00 X 0 0 0 Dan Flavin Director 2.00 X 0 0 0 Kathleen Harding Director 2.00 4.00 X 0 0 0 Carl Jenkins Director 5.00 16.00 X 0 0 0 Shontay Kincaid Director 2.00 4.00 X 0 0 0 Lynn Thomas Director 2.00 1.00 X 0 0 0 Thomas J Van Lierde Director 2.00 1.00 X 0 0 0 Christina Zeitz CEO 37.50 4.00 X 209000 0 11209 209000 0 11209 1 0 1 0 0 3271 226532 129469 229803 Management fees 541610 1123208 1123208 1123208 993416 993416 3073959 2986469 87490 87490 87490 27440 3271 9148 18292 18292 Other Income 900099 21184 21184 21184 2473393 1123208 0 1120382 130390 130390 220209 96159 81856 42194 841043 386954 284293 169796 10659 10659 83304 44233 26548 12523 69211 36179 18144 14888 21007 12864 8143 46263 46263 132980 52852 58975 21153 10132 865 9267 67613 22212 26036 19365 46795 22041 14537 10217 6770 3997 2124 649 27331 2342 23893 1096 Recruitment expenses 60151 32604 27547 Professional Developmen 29676 8154 13642 7880 Food & Beverage 21759 7881 13438 440 Dues & Subscriptions 19266 7749 5694 5823 25615 7680 12803 5132 1870174 875156 674595 320423 230123 251903 5509206 2062435 6500 1535 12840280 13038470 17250 16263 12352829 18351827 2185668 2290942 33136891 36018340 107440 129185 32536 31367 139976 160552 X 32865415 35727788 131500 130000 32996915 35857788 33136891 36018340 X 603219 1350907 906747 X X 0 1 X 1 1 1 X 354823 986968 309237 356420 257243 2264691 5344930 5395725 2680147 1019877 1123208 15563887 5699753 6382693 2989384 1376297 1380451 17828578 0 21871 182395 37111 126486 94273 462136 21871 182395 37111 126486 94273 462136 17366442 17327 237969 526074 937576 993416 2712362 17327 237969 526074 937576 993416 2712362 165824 98146 57865 798031 1119866 5882904 6718808 3573323 3111904 2373867 21660806 0.80170 0.86720 0.12520 0.07110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 X 125000 125000 125000 6510 6510 125000 212727 87727 125000 212727 212727 288227 75500 212727 0.58760 0.41240 0 0 0 Due from related party 170192 Other Reserves 400000 Investment in unconsolidated entity 1587303 Development Costs 133447 2290942 Deferred Compensation payable 31367 31367 Part IV, Line 2b: Part Iv line 2b: The escrow account hold tenenats security deposits. Part XI, Line 2d - Other Adjustments: Fundraising Expenses Netted Revenue 65th Anniversary Celebration 30711 3271 27440 1500 5848 1500 300 30711 3271 27440 1500 5848 1500 300 9148 18292 0 Hunters Woods Elderly Developments 11790 Sunrise Valley Drive Suite 275 Reston VA 20191 475323918 501(c) (3) 0 67555 Cost Food items and general supplies General operations and assistance to residents Lake Ridge Elderly Development Inc 11790 Sunrise Valley Drive Suite 275 Reston VA 20191 208705744 501(c) (3) 0 30130 Cost Food items and general supplies General operations and assistance to residents Largo Landing Elderly Developments Inc 11790 Sunrise Valley Drive Suite 275 Reston VA 20191 521264032 501(c) (3) 0 8105 Cost Food items and general supplies General operations and assistance to residents 3 X 0 0 0 0 0 0 0 0 0 Christina Zeitz CEO 190000 0 19000 0 0 0 11209 0 0 0 220209 0 0 0 X 7 123525 FMV X Other donations 1 5944 FMV 0 0 1 0 Form 990, Part V, Line 13a Part V Line 2a: Fellowship square foundation, as the common paymaster for the filing organization and affiliates, files all payroll information, such as w2s, and allocates salaries to the respective organizations' operations as appropriate. Form 990, Part VI, Section A, line 2 Dan Flavin is the Insuarnce Agent for Fellowship Square Foundation P&C business, Kriss Norris-Fellowship Square Foundation has business relationship with her employer (John Marshall Bank), John Kelly - shareholder, provides legal services to Fellowship Sqaure Foundation. Form 990, Part VI, Section A, line 3 Fellowship square engaged in a management agreement with S.L. Nusbaum to provide management oversight for the organization. Note that S.L. Nusbaum also provides accounting and human resources oversight for Lake Anne I and II, the houses which are reported on this return along with Fellowship Square Foundation. L. Beckles is an employee of S.L. Nusbaum and the manager for the properties. Form 990, Part VI, Section A, line 6 The corporation's members ("members") will consist of no fewer than thirty (30) and not more than seventy (70) persons, who shall be nominated and elected by the then existing corporate membership. All the fellowship square foundation board of director's members and all fellowship house board of Trustees members, of each fellowship housing unit, are automatically corporate members. Additional Persons committed to the purpose of FSF may be nominated by any corporate member and elected at the Annual members meeting or at a special members meeting called for the specific purpose. Members may be elected for renewable terms of three (3) years. Form 990, Part VI, Section A, line 7a New members may be elected by the current corporate members. Form 990, Part VI, Section B, line 11b Fellowship Square executive staff perform an initial review. Once approved, the finance committee reviews the draft and subsequently the whole board reviews and approves the 990 prior to the return being filed. Form 990, Part VI, Section B, line 12c The organization's conflict of interest policy requires each director and/or officer to annually disclose his/her knowledge and understanding of the policy which includes the duty of the director and/or officer to disclose to the board of directors any actual or potential conflicts of interest. Family and business relationships are expressly mentioned in the policy. The board of directors (excluding any member who is party to the conflict) is responsible for reviewing the potential conflict and making the determination if an actual conflict of interest exists. Upon knowledge that a conflict was not properly disclosed to the board of directors, appropriate corrective and disciplinary actions shall be taken. Individuals party to any conflicts of interest shall be precluded from voting on any matters associated with the arrangement or transaction involving such conflict. Form 990, Part VI, Section B, line 15a When examining compensation for a new CEO, the board reviews compensation surveys to ensure officer compensation is within fair market value for the industry. Thereafter, the board reviews the CEO's performance and determines his or her compensation on an annual basis. The board also provides guidelines for compensation of other foundation employees. These discussions are documented in board minutes. Form 990, Part VI, Section C, line 19 The organization makes its conflict of interest policy, governing documents, and financial statements available upon request. Form 990, Part XI, line 9: Other transfer from related organization 906,747. Form 990, Part XII, Line 2c: The process has not changed from prior year. Lake Ridge Elderly Development Inc 11790 Sunrise Valley Drive Suite 27 Reston VA 20191 208705744 Rental Real Estate,Low income housing VA 501(c)(3) Line 10 Fellowship Sqaure Foundation 0 Hunters Woods Elderly Developments of Virgina Inc 11790 Sunrise Valley Drive Suite 27 Reston VA 20191 475323918 Rental Real Estate,Low income housing VA 501(c)(3) Line 10 Fellowship Sqaure Foundation 0 Largo Landing Elderly Development Inc 11790 Sunrise Valley Drive Suite 27 Reston VA 20191 521264032 Rental Real Estate,Low income housing MD 501(c)(3) Line 10 Fellowship Sqaure Foundation 0 Lake Anne House Development LLC 11790 Sunrise Valley Drive Suite 27 Reston VA 20191 813697926 Rental Real Estate,Low income housing VA N/A Related 0 0 0.35000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 Hunters Woods Elderly Development of Virgina Q 484105 Actual Value Largo Landing Elderly Developments Inc Q 232103 Actual Value Lake Ridge Elderly Development Inc Q 213352 Actual Value