2026-02-16T12:01:30-06:00 2025-06-30 521197902 MULLEN SONDBERG WIMBISH & STONE PA 888 BESTGATE ROAD SUITE 310 ANNAPOLIS MD 21401 990 2024-07-01 521102174 THE JUBILEE ASSOCIATION OF MARYLAND INC JUBI 3019498626 10408 MONTGOMERY AVENUE KENSINGTON MD 20895 TAMMIE HOWARD BOARD PRESIDENT 3019498626 2026-02-16 1 0 MICHELE L MOORE CPA P00740046 4102244920 2026-02-16 2024 2025-03-06 01:10:19Z TAMMIE HOWARD 10408 MONTGOMERY AVENUE KENSINGTON MD 20895 41155927 0 X WWW.JUBILEEMD.ORG X 1977 MD PROVIDES OPPORTUNITIES AND SUPPORT FOR ADULTS WITH INTELLECTUAL AND OTHER DEVELOPMENTAL DISABILITIES TO LIVE IN AND ENRICH THEIR COMMUNITY WHILE FULFILLING THEIR PERSONAL, FAMILY, SOCIAL, AND SPIRITUAL NEEDS. 18 18 537 51 115685 71287 554538 3798245 32339757 34968647 348101 1891413 178689 263036 33421085 40921341 0 0 0 0 27778570 31942817 107111 103386 413880 3579077 4720376 31464758 36766579 1956327 4154762 30026703 36675652 3018306 5895300 27008397 30780352 X JUBILEE ASSOCIATION OF MARYLAND PROVIDES OPPORTUNITIES AND SUPPORT FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES TO LIVE IN AND ENRICH THEIR COMMUNITY WHILE FULFULLING THEIR PERSONAL, FAMILY, AND SPIRITUAL NEEDS. 1 0 9879579 10431139 COMMUNITY LIVING GROUP HOMES (FORMERLY RESIDENTIAL PROGRAM) - PROVIDED COMMUNITY RESIDENTIAL SERVICES TO ADULTS WHO HAVE DEVELOPMENTAL DISABILITIES AND LIVE IN RESIDENCES OWNED BY JUBILEE ASSOCIATION OF MARYLAND. 2724637 3088688 PERSONAL SUPPORT (PS) - PROVIDED COMMUNITY RESIDENTIAL SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES WHO LIVE WITH THEIR FAMILY OR IN RESIDENCES THAT THE INDIVDUAL CLIENT RENTS, LEASES, OR OWNS. 18933189 21427073 SUPPORTED LIVING - PROVIDED COMMUNITY RESIDENTIAL SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITES WHO LIVE IN RESIDENCES THAT THE CLIENTS RENT, LEASE OR OWN. 1068438 21747 1068438 21747 32605843 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 28 0 537 1 1 1 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X X JUBILEE ASSOCIATION OF MARYLAND INC 3019498626 10408 MONTGOMERY AVENUE KENSINGTON MD 20895 TAMMIE HOWARD PRESIDENT 2.00 X X 0 0 0 DAVID DEAL TREASURER 2.00 X X 0 0 0 KATHLEEN ZOOK SECRETARY 2.00 X X 0 0 0 CINDY LAPP DIRECTOR 2.00 X 0 0 0 DODD WHITE VICE PRESIDENT 2.00 X X 0 0 0 CYNTHIA ROLDAN DIRECTOR 2.00 X 0 0 0 JARED SOLOMON DIRECTOR 2.00 X 0 0 0 MARIE BONNET DIRECTOR 2.00 X 0 0 0 BENJAMIN APT DIRECTOR 2.00 X 0 0 0 MAIA GAUVIN DIRECTOR 2.00 X 0 0 0 MICHAEL HOFFMAN DIRECTOR 2.00 X 0 0 0 JOAN FIDLER DIRECTOR 2.00 X 0 0 0 JAY LEVIN DIRECTOR 2.00 X 0 0 0 GLADYS DEL POZO DIRECTOR 2.00 X 0 0 0 JANELLE TUPPER DIRECTOR 2.00 X 0 0 0 ELAINE CARNEY DIRECTOR 2.00 X 0 0 0 RAPHAEL EDOU DIRECTOR 2.00 X 0 0 0 MATTHIAS SEISAY DIRECTOR 2.00 X 0 0 0 EILEEN FOSTER DIRECTOR OF FINANCE 40.00 X 163867 0 20646 STEVEN KEENER EXECUTIVE DIRECTOR 40.00 X 177257 0 12649 OSCAR HARRELL COO 40.00 X 172309 0 20820 KRISTA SIGLER DIRECTOR OF HR 40.00 X 136705 0 7834 JULIA MCCUNE DIRECTOR OF COMMUNITY ENGA 40.00 X 121080 0 18266 ASHA CLARK DIRECTOR OF QUALITY ENHANC 40.00 X 127238 0 9709 BETHANY KEENER DIRECTOR OF COMMUNICATION 40.00 X 110869 0 33036 CHINWE UKOH DSP 2 40.00 X 110469 0 1421 1119794 0 124381 18 0 1 0 AYOS HEALTH SERVICES LLC 7141 MILLBURY CT ELKRIDGE MD 21075 CONTRACTED NURSES 206038 1 361244 3437001 3798245 SUPPORTED LIVING 624100 21427073 21427073 COMMUNITY LIVING GROUP HOME 623990 10431139 10431139 PERSONAL SUPPORTS 624100 3088688 3088688 REACHING OUT, RETIRE AT HOME, HOU 624100 21747 21747 34968647 1866626 1866626 337941 222256 115685 115685 115685 24787 0 24787 24787 24787 0 361244 12330 -12330 -12330 OTHER INCOME 900099 144971 144971 ACADEMY TUITION 611710 14710 14710 159681 40921341 34968647 115685 2038764 567549 220004 328554 18991 26181991 24476683 1526074 179234 531240 505913 20098 5229 2657683 2420138 212382 25163 2004354 1854639 135045 14670 345603 215639 129964 35259 35259 35816 35816 103386 103386 48541 48541 46309 11111 16249 18949 271515 127879 141386 2250 555223 63087 487423 4713 429724 270916 158808 258619 204350 52448 1821 15112 15112 476222 300666 175556 374069 338010 36059 BAD DEBT 745350 708312 13 37025 STAFF TRAINING 277541 239777 35315 2449 PROGRAM ACTIVITIES 273531 273018 513 REPAIR AND MAINTENANCE 203452 92433 111019 328490 268156 60334 36766579 32605843 3746856 413880 242649 229838 6245015 4840143 510991 2132603 6612009 5772354 131821 35660 16764178 5379662 4471004 11384516 11098559 11638651 714655 641887 30026703 36675652 2325064 2704937 225000 224134 151537 57134 2664480 186974 374346 3018306 5895300 X 25247210 27142405 1761187 3637947 27008397 30780352 30026703 36675652 4154762 -382807 0 X X 0 1 X 1 0 X 862291 683779 626712 554538 3798245 6525565 18317191 27702853 28844069 32339757 34968647 142172517 19179482 28386632 29470781 32894295 38766892 148698082 0 0 0 148698082 50283 274939 25001 299396 1866626 2516245 115685 115685 50283 274939 25001 299396 1982311 2631930 348844 2401235 316513 178689 159681 3404962 19578609 31062806 29812295 33372380 40908884 154734974 0.96100 0.96820 0.01700 0.00550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1741335 10000 238751 256530 1733556 1581061 33647 168504 41877 1741335 1471396 119799 10134 1581061 1409732 61664 1471396 0.55000 0.45000 0 0 3723451 3723451 11184173 4289523 6894650 1734442 1090139 644303 122112 122112 11384516 PARTICIPATION LIABILITY 173650 DEFERRED COMPENSATION 57472 SECURITY DEPOSITS PAYABLE - LT 143224 374346 X 40724578 -382808 234586 -148222 40872800 48541 48541 40921341 36952623 234586 234586 36718037 48542 48542 36766579 PART IV, LINE 2B: JUBILEE ASSOCIATION OF MARYLAND, INC. IS A REPRESENTATIVE PAYEE OF THE SOCIAL SECURITY ADMINISTRATION AND MAINTAINS A CUSTODIAL CHECKING ACCOUNT FOR THE RECEIPT AND DISBURSEMENT OF CLIENT FUNDS IN SUPPORT OF DAILY LIVING ARRANGEMENTS OF ITS CLIENTS. PART X, LINE 2: 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 NON-PROFIT 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 IRS SEC. 501(C) 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. SCHEDULE D, PART XI, LINE 1D AND PART XII, LINE 1D: RENTAL EXPENSES NETTED WITH REVENUE OF $222,256 AND FUNDRAISING EXPENSES NETTED WITH REVENUE OF $12,330 = TOTAL 234,586 X X X X X X X 1 THE CURTIS GROUP 1301 SPRING STREET UNIT 7E SEATTLE WA 98104 FUNDRAISING CONSULTANT 0 2018622 88772 1929850 GOOD WORKS US 3405 ANDOVER HILLS PLACE HENRICO VA 23294 GRANT CONSULTANT 0 77360 9275 68085 2095982 98047 1997935 MD BREAKFAST 361244 361244 376 1963 7368 2623 361244 361244 376 1963 7368 2623 12330 -12330 SCHEDULE G, PART I, LINE 2B, COLUMN (V) GOODWORKS US IS A GRANT CONSULTANT THAT ASSISTS WITH GRANT WRITING, PREPARATION, AND REPORTING. THE CURTIS GROUP CONDUCTED A CAMPAIGN SURVEY AND CONSULTED ON THE CAPITAL CAMPAIGN. X X X 0 0 0 0 0 0 0 0 0 OSCAR HARRELL COO 172309 0 0 0 0 0 8772 0 12048 0 193129 0 0 0 STEVEN KEENER EXECUTIVE DIRECTOR 177257 0 0 0 0 0 9035 0 3614 0 189906 0 0 0 EILEEN FOSTER DIRECTOR OF FINANCE 163867 0 0 0 0 0 8542 0 12104 0 184513 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS HAS ESTABLISHED AN ANNUAL COMPENSATION ARRANGEMENTS FOR THE EXECUTIVE DIRECTOR. THE ARRANGEMENT WAS SIGNED BY THE PRESIDENT AND THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS RECOMMENDED TO THE FULL BOARD OF DIRECTORS THE EXECUTIVE DIRECTOR'S SALARY AND BENEFITS. THE COMMITTEE RECOMMENDED COMPENSATION BASED ON THE FOLLOWING CRITERIA: 1) EDUCATION AND EXPERIENCE; 2) ANNUAL EVALUATION OF JOB PERFORMANCE BASED ON AGREED UPON STANDARDS AND SET PERFORMANCE GOALS; 3) COMPARISON OF THE PREVAILING WAGES FOR EXECUTIVE DIRECTORS OF OTHER NON-PROFIT AGENCIES IN THE REGION WHICH ARE OF A SIMILAR SIZE AS WELL AS OTHER AGENCIES PROVIDING SIMILAR SERVICES TO A SIMILAR POPULATION, AND 4) FINANCIAL RESOURCES AVAILABLE TO JUBILEE ASSOCIATION OF MARYLAND, INC. X 7020 308274 FMV X FURNITURE 81 54949 FMV 0 1 0 FORM 990, PART III, LINE 2 THE ACADEMY: OFFERS STATE-COMPLIANT, ADVANCED TRAINING FOR DIRECT SUPPORT PROFESSIONALS (DSPS) AND DISABILITY SERVICES TO STAFF MEMBERS AND EXTERNAL PARTICIPANTS TO ENHANCE TECHNICAL AND INTERPERSONAL SKILLS. FORM 990, PART VI, SECTION B, LINE 11B BEFORE IT IS FILED WITH THE IRS, THE FINANCE COMMITTEE REVIEWS AND APPROVES THE 990 AND PROVIDES A COPY OF THE 990 TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE TERM OF OFFICE FOR THOSE SERVING ON THE BOARD OF DIRECTORS IS JULY 1 THROUGH JUNE 30. AT THE JULY BOARD MEETING ALL BOARD MEMBERS WHO WILL BE SERVING ON THE BOARD FOR THE NEXT FISCAL YEAR ARE ASKED TO REVIEW AND SIGN COMPLIANCE WITH THE BOARD CODE OF ETHICS. THE BOARD CODE OF ETHICS INCLUDES ALL ASPECTS OF THE AGENCY'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS HAS ESTABLISHED AN ANNUAL COMPENSATION ARRANGEMENTS FOR THE EXECUTIVE DIRECTOR. THE ARRANGEMENT WAS SIGNED BY THE PRESIDENT AND THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS RECOMMENDED TO THE FULL BOARD OF DIRECTORS THE EXECUTIVE DIRECTOR'S SALARY AND BENEFITS. THE COMMITTEE RECOMMENDED COMPENSATION BASED ON THE FOLLOWING CRITERIA: 1) EDUCATION AND EXPERIENCE; 2) ANNUAL EVALUATION OF JOB PERFORMANCE BASED ON AGREED UPON STANDARDS AND SET PERFORMANCE GOALS; 3) COMPARISON OF THE PREVAILING WAGES FOR EXECUTIVE DIRECTORS OF OTHER NON-PROFIT AGENCIES IN THE REGION WHICH ARE OF A SIMILAR SIZE AS WELL AS OTHER AGENCIES PROVIDING SIMILAR SERVICES TO A SIMILAR POPULATION, AND 4) FINANCIAL RESOURCES AVAILABLE TO JUBILEE ASSOCIATION OF MARYLAND, INC. FORM 990, PART VI, SECTION C, LINE 19 JUBILEE ASSOCIATION OF MARYLAND, INC'S ANNUAL AUDITED FINANCIAL STATEMENTS AND ITS ANNUAL FEDERAL FORM 990 ARE POSTED ON THEIR OWN WEBSITE WWW.JUBILEEMD.ORG, WHICH IS AVAILABLE TO THE PUBLIC. THE CONFLICT OF INTEREST POLICY AND ITS GOVERNING DOCUMENTS ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS, WHO REPRESENT THE PUBLIC. THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.