2026-03-04T11:54:18-06:00 2025-06-30 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2024-07-01 991926048 MELWOOD INC MELW 3015998000 5606 DOWER HOUSE ROAD UPPER MARLBORO MD 20772 ROMELL BUCHANAN CFO 3015998000 2026-03-02 1 0 MEREDITH BELL P01696827 8042822121 2026-03-02 2024 2025-03-06 01:10:19Z LARYSA KAUTZ 5606 DOWER HOUSE ROAD UPPER MARLBORO MD 20772 17900123 0 X WWW.MELWOOD.ORG X 2024 MD MELWOOD INC ADVOCATES FOR AND EMPOWERS PEOPLE WITH DISABILITIES BY EXPANDING OPPORTUNITIES TO WORK AND THRIVE IN THE COMMUNITY. 15 15 0 289 0 0 0 10200438 0 0 0 127871 0 7571814 0 17900123 0 3795000 0 0 0 5636352 0 0 1125215 0 3597877 0 13029229 0 4870894 0 27268323 0 3724937 0 23543386 MELWOOD INC. IS A SUPPORTING ORGANIZATION ESTABLISHED TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF PUBLICLY SUPPORTED CHARITIES. 0 0 4561929 3795000 COMMUNITY SERVICES:PROVIDES SUPPORTIVE SERVICES IN COMMUNITY AND FACILITY BASED SETTINGS WITH AN EMPHASIS ON MAXIMIZING COMMUNITY INTEGRATION. COMMUNITY SERVICES SUPPORTED PEOPLE WITH DISABILITIES IN SUPPORTED EMPLOYMENT, PERSONAL SUPPORT, DAY HABILITATION, OR PROFESSIONAL DEVELOPMENT TRAINING. ALL SERVICES ARE DESIGNED TO ENABLE PEOPLE WITH DISABILITIES TO MAXIMIZE THEIR INDEPENDENCE AND INCLUSION WITHIN THE COMMUNITY. 746361 EMPLOYMENT SERVICES:CONTRACT SERVICES FULFILLS MELWOOD'S MISSION BY EMPLOYING HUNDREDS OF PEOPLE WITH DISABILITIES IN OVER 70 DIFFERENT FEDERAL AND LOCAL GOVERNMENT SITES THROUGHOUT THE DC REGION. IN THESE INCLUSIVE WORK SETTINGS, PEOPLE EARN LIVING WAGES, HAVE HEALTH INSURANCE AND PAY TAXES TO BE FULLY CONTRIBUTING MEMBERS OF THEIR COMMUNITIES. CONTRACT SERVICES GENERATE A MARGIN THAT ENABLES MELWOOD TO SUPPORT THE WORKERS WITH DISABILITIES AND INVEST IN FURTHER OPPORTUNITIES FOR EMPLOYMENT. 5308290 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 0 AL AR AZ CO CT WI DE DC FL GA ID IL IN KS WA WV UT TX MA TN SD VT PA CA HI IA KY LA MT MN MS ME NH MH NY MD MI MO NM ND NE OK OR VA AK VI SC WY RI OH NV NJ NC X X X ROMELL BUCHANAN CFO 3015998000 5606 DOWER HOUSE ROAD UPPER MARLBORO MD 20772 BRAD SPENCER CHAIR 2.00 4.00 X X 0 0 0 LAURA THRALL VICE CHAIR 2.00 2.00 X X 0 0 0 STEVE WEISS TREASURER 2.00 2.00 X X 0 0 0 TASHA AUSTIN DIRECTOR 2.00 2.00 X 0 0 0 BRIAN CALLAHAN DIRECTOR 2.00 0.00 X 0 0 0 JIM COOK DIRECTOR 2.00 2.00 X 0 0 0 DAVE COVINGTON DIRECTOR 2.00 2.00 X 0 0 0 TRACY FREEMAN MD DIRECTOR 2.00 2.00 X 0 0 0 DON HATHWAY DIRECTOR 2.00 0.00 X 0 0 0 SEAN HOFFMAN DIRECTOR 2.00 2.00 X 0 0 0 SUZANNA KANG DIRECTOR 2.00 2.00 X 0 0 0 STEVE MARTIN DIRECTOR 2.00 0.00 X 0 0 0 SELONIA MILES DIRECTOR 2.00 2.00 X 0 0 0 GLENN S MILLER ESQ DIRECTOR 2.00 2.00 X 0 0 0 RAQUEL TAMEZ DIRECTOR 2.00 0.00 X 0 0 0 LARYSA M KAUTZ PRESIDENT & CEO 0.00 40.00 X 0 516708 53787 FARHAN IRSHAD CHIEF FINANCIAL & ADMIN. OFFICER 2.00 40.00 X 0 328758 3313 MARY AWAD CORPORATE SECRETARY 0.00 40.00 X 0 124287 24918 SCOTT T GIBSON CHIEF OPERATING OFFICER 0.00 40.00 X 0 349904 51388 JOSEPH DIAZ CHIEF GROWTH OFFICER 0.00 40.00 X 0 353291 37221 0 1672948 170627 0 0 1 0 0 3534 4440658 5756246 5672034 10200438 127871 127871 SHARED SERVICE REVENUE 900099 7571814 7571814 7571814 17900123 0 0 7699685 X 3795000 3795000 393043 74517 283779 34747 4502241 854071 3250472 397698 87632 16366 63358 7908 346388 64690 250439 31259 307048 57343 221996 27709 79349 79349 4725 4725 75823 75823 1552012 282610 987592 281810 287103 50243 236860 140937 26411 70053 44473 100951 2378 94135 4438 76155 20857 52348 2950 2158 395 1763 42574 24590 13373 4611 693 693 EQUIP, MAINTENANCE AND 1079381 14648 1056483 8250 SHARED SERVICES EXPENSE 44830 44830 111186 24566 45881 40739 13029229 5308290 6595724 1125215 0 2583003 0 52151 0 57500 0 524 0 185679 0 462364 5053119 42575 0 5010544 0 14910226 1493599 0 2512733 0 27268323 0 3724937 0 3724937 X 0 17378386 0 6165000 0 23543386 0 27268323 X 4870894 306163 18366329 X 0 1 X 1 0 X X X 3 MELWOOD HORTICULTURAL TRAINING CENTER INC (MELWOOD ENTERPRISES) 520857690 7 1 0 0 MELWOOD COMMUNITY SERVICES INC 991942007 7 1 3770000 0 MELWOOD COMMUNITY DEVELOPMENT CORPORATION 933875556 7 1 0 0 3 3770000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION D, LINE 3: THERE IS CONSIDERABLE OVERLAP AMONG THE OFFICERS AND DIRECTORS WITHIN THE MELWOOD FAMILY OF ENTITIES. THE BOARD OF MELWOOD CONSISTS OF INDIVIDUALS WHO ARE ALSO MEMBERS OF ONE OR MORE OF THE SUPPORTED ORGANIZATIONS, AND SEVERAL OF MELWOOD INC. EMPLOYEE-OFFICERS HOLD THE SAME OR SIMILAR POSITIONS WITHIN ONE OR MORE OF THE SUPPORTED ORGANIZATIONS. THEREFORE, DECISIONS ABOUT THE USE OF MELWOOD'S INCOME OR ASSETS ARE ULTIMATELY BE MADE BY INDIVIDUALS, SUCH AS MELWOOD'S CEO, CFO, COO AND/OR BOARD MEMBERS, WHO ARE ALSO RESPONSIBLE FOR THE MANAGEMENT OF THE SUPPORTED ORGANIZATIONS. PART IV, SECTION E, LINE 3A: AS THE PARENT ORGANIZATION, MELWOOD, INC.'S BOARD CAN APPOINT A MAJORITY OF THE BOARD MEMBERS FOR EACH SUPPORTED ENTITY. SPECIFICALLY, THEY CAN APPOINT THE ENTIRE BOARD OF DIRECTORS FOR MELWOOD COMMUNITY SERVICES, INC. (MCS) AND MELWOOD COMMUNITY DEVELOPMENT CORPORATION (MCDC). ADDITIONALLY, THE MELWOOD INC. BOARD CAN APPOINT UP TO 79% OF THE MELWOOD HORTICULTURAL TRAINING CENTER (MHTC) BOARD. THE MELWOOD, INC. BOARD ALSO HAS THE AUTHORITY TO REMOVE ANY DIRECTOR FROM THE MCS AND MCDC BOARDS, AS WELL AS ANY MEMBER OF THE MHTC BOARD THAT THEY APPOINT. PART IV, SECTION E, LINE 3B: AS THE PARENT ORGANIZATION, MELWOOD, INC. DIRECTS THE POLICIES, PROGRAMS, AND ACTIVITIES OF ITS SUPPORTED ENTITIES BY APPOINTING DIRECTORS, PROVIDING SHARED SERVICES (SUCH AS LEGAL, RISK AND SAFETY, AND CONTRACT MANAGEMENT), AND COORDINATING MANAGEMENT ROLES. THIS RESULTS IN SUBSTANTIAL CONTROL OVER THE POLICIES AND OPERATIONS OF THE SUPPORTED ORGANIZATIONS. THERE IS SIGNIFICANT OVERLAP AMONG OFFICERS AND DIRECTORS, INCLUDING THE SAME CEO FOR EACH ENTITY AND SEVERAL INDIVIDUALS SERVING IN SIMILAR ROLES ACROSS THE MELWOOD FAMILY. THIS COORDINATION ALLOWS MELWOOD, INC. TO EFFECTIVELY MANAGE ACTIVITIES AND PROGRAMS ACROSS ALL ENTITIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14898774 1293160 75823 16116111 0.90117 0.09883 0 0 1803600 1803600 2827782 30738 2797044 109806 11837 97969 311931 311931 5010544 124156.21-PGIM TOTAL RETURN BOND Z (PDBZX) 1493599 F 1493599 INTERCOMPANY RECEIVABLES 2512733 2512733 135079677 306163 116873391 117179554 17900123 0 17900123 129068638 116039409 116039409 13029229 0 13029229 PART V, LINE 4: THE ENDOWMENT BALANCE INCLUDES BOARD DESIGNATED AND DONOR-RESTRICTED ENDOWMENT FUNDS. BOARD DESIGNATED FUNDS ARE DESIGNATED BY THE CENTER'S BOARD OF DIRECTORS TO BE USED FOR THE MELWOOD ENDOWMENT FUND. REMAINING ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT MELWOOD MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD. INCOME EARNED ON THESE FUNDS CAN BE WITHDRAWN TO BE USED FOR GENERAL PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY REVENUES INLCUDED IN THE CONSOLIDATED FINANCIAL STATEMENT 116,873,391. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY EXPENSES INLCUDED IN THE CONSOLIDATED FINANCIAL STATEMENT 116,039,409. 1 OUR STOMPING GROUND PO BOX 7125 FAIRFAX STATION VA 22039 833928035 501(C)(3) 25000 0 CONTRIBUTION MELWOOD COMMUNITY SERVICE INC 5606 DOWER HOUSE RD UPPER MARLBORO MD 20772 991942007 501(C)(3) 3770000 0 CONTRIBUTION 2 0 PART I, LINE 2: UNRESTRICTED GRANT FUNDS ARE MONITORED BASED ON INTERNAL POLICY THAT ARE IN LINE WITH GAAP AND OMB. GRANTEE ARE REQUIRED TO SUBMIT EITHER MONTHLY, QUARTERLY AND ANNUAL REPORTS. 0 0 0 0 0 0 0 0 0 LARYSA M KAUTZ PRESIDENT & CEO 0 398813 0 86000 0 31895 0 17625 0 36162 0 570495 0 0 SCOTT T GIBSON CHIEF OPERATING OFFICER 0 292367 0 39375 0 18162 0 6564 0 44824 0 401292 0 0 JOSEPH DIAZ CHIEF GROWTH OFFICER 0 311371 0 31894 0 10026 0 315 0 36906 0 390512 0 0 FARHAN IRSHAD CHIEF FINANCIAL & ADMIN. OFFICER 0 285984 0 35100 0 7674 0 0 0 3313 0 332071 0 0 PART I, LINE 3 MELWOOD INC. DID NOT COMPENSATE OFFICERS OR DIRECTORS DURING CALENDAR YEAR 2024. ALL COMPENSATION SHOWN IN PART VII OF THE FORM 990, AND SCHEDULE J, PAGE 2, PART II, IS PAID BY THE RELATED ORGANIZATION, MELWOOD HORTICULTURAL TRAINING CENTER, INC. (MELWOOD ENTERPRISES). THE COMPENSATION DETERMINATION METHODOLOGY OF THE MELWOOD HORTICULTURAL TRAINING CENTER INC. (MELWOOD ENTERPRISES) IS AS FOLLOWS: CEO COMPENSATION IS SUBJECT TO THE APPROVAL OF THE BOARD. OFFICERS AND KEY EMPLOYEES COMPENSATION IS DETERMINED BY A COMPARABILITY DATA STUDY PERFORMED BY HUMAN RESOURCES. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION WAS DOCUMENTED. X 4617745 X 806 946469 SALES PRICE X 1 4617745 FMV X FIXED ASSETS 1 105658 COST X VARIOUS ITEMS 1 2122 FMV 0 1 1 1 PART I, COLUMN (B): REPORTING THE NUMBER OF CONTRIBUTIONS PART I, LINE 30B: RECEIVED A DONATION OF PROPERTY THAT STATES THAT IT CANNOT BE TRANSFERRED PART I, LINE 32B: THE ORGANIZATION CONTRACTS WITH AUCTION HOUSES TO SELL DONATED VEHICLES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTING FIRM. THE FORM 990 IS FIRST REVIEWED BY THE SENIOR MANAGEMENT OF THE ORGANIZATION. THE FORM 990 IS THEN PRESENTED BY THE ORGANIZATION'S CFO TO THE ORGANIZATION'S BOARD OF DIRECTORS PRIOR TO FILING WITH THE I.R.S. FORM 990, PART VI, SECTION B, LINE 12C A POLICY ON CONFLICTS OF INTEREST IS INCLUDED IN THE EMPLOYEE MANUAL. EMPLOYEES MUST SIGN OFF ON THE ORIENTATION CHECKLIST THAT THEY RECEIVED THE EMPLOYEE MANUAL. THERE IS AN ANNUAL REVIEW IN WHICH THE OFFICERS, TRUSTEES AND DIRECTORS COMPLETE A QUESTIONNAIRE ON CONFLICT OF INTEREST AND SIGN A STATEMENT. UPON DISCLOSURE OF A FINANCIAL INTEREST THAT MAY CONSTITUTE A CONFLICT OF INTEREST, THE BOARD (AFTER CONSULTATION WITH LEGAL COUNSEL AND WITHOUT PARTICIPATION OF THE INTERESTED PARTY) SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND INVESTIGATE ALTERNATIVES TO THE PROPOSED ARRANGEMENT OR TRANSACTION. WHENEVER THERE IS REASON TO BELIEVE THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST EXISTS BETWEEN MELWOOD AND A COVERED PERSON, THE BOARD OF DIRECTORS SHALL DETERMINE THE APPROPRIATE ORGANIZATIONAL RESPONSE. THIS SHALL INCLUDE, BUT NOT NECESSARILY BE LIMITED TO, INVOKING THE PROCEDURES BELOW WITH RESPECT TO A SPECIFIC PROPOSED TRANSACTION. THE DISCLOSURE STATEMENT SHALL BE PROVIDED TO THE CORPORATE SECRETARY AND THE CORPORATE COUNSEL. VIOLATION OF CONFLICT OF INTEREST POLICY: IF THE BOARD OF DIRECTORS HAS REASON TO BELIEVE THAT A COVERED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, IT SHALL INFORM THE PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE COVERED PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE COVERED PERSON'S RESPONSE AND MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD DETERMINES THAT THE COVERED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST AND THE COVERED PERSON IS A DIRECTOR OF THE BOARD OR THE PRESIDENT/CEO, THE BOARD SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. IF THE COVERED PERSON IS SOMEONE OTHER THAN A DIRECTOR OF THE BOARD OR THE PRESIDENT/CEO, THE BOARD SHALL REFER THE MATTER TO THE PRESIDENT/CEO. FORM 990, PART VI, SECTION B, LINE 15A CEO COMPENSATION IS SUBJECT TO THE APPROVAL OF THE BOARD. OFFICERS AND KEY EMPLOYEES COMPENSATION IS DETERMINED BY A COMPARABILITY DATA STUDY PERFORMED BY HUMAN RESOURCES. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION WAS DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION SENDS FINANCIALS TO AGENCIES AND STATES UPON REQUEST. POLICIES CAN BE REVIEWED UPON REQUEST. THESE DOCUMENTS ARE AVAILABLE FOR REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G PROFESSIONAL & CONSULTING FEES: PROGRAM SERVICE EXPENSES 230,985. MANAGEMENT AND GENERAL EXPENSES 953,734. FUNDRAISING EXPENSES 137,181. TOTAL EXPENSES 1,321,900. SUPPORT AND CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 51,625. MANAGEMENT AND GENERAL EXPENSES 33,858. FUNDRAISING EXPENSES 144,629. TOTAL EXPENSES 230,112. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS FROM MELWOOD HORTICULTURAL TRAINING CENTER 18,366,329. MELWOOD HORTICULTURAL TRAINING CENTER INC (MELWOOD ENTERPRISES) 5606 DOWER HOUSE RD UPPER MARLBORO MD 20722 520857690 SUPPORT AND SERVE INDIVIDUALS WITH DISABILITIES. MD 501(C)(3) LINE 7 MELWOOD INC 1 MELWOOD COMMUNITY DEVELOPMENT CORPORATION 5606 DOWER HOUSE RD UPPER MARLBORO MD 20722 933875556 SUPPORT AND SERVE INDIVIDUALS WITH DISABILITIES. MD 501(C)(3) LINE 7 MELWOOD INC 1 MELWOOD COMMUNITY SERVICES INC 5606 DOWER HOUSE RD UPPER MARLBORO MD 20722 991942007 SUPPORT AND SERVE INDIVIDUALS WITH DISABILITIES. MD 501(C)(3) LINE 7 MELWOOD INC 1 MELWOOD & EGGLESTON ENTERPRISES LLC 5606 DOWER HOURSE ROAD UPPER MARLBORO MD 20772 883451115 MAINTENANCE SERVICES MD N/A C 0 0 1 1 1 0 0 0 0 0 1 1 1 1 1 1 1 1 1 1 MELWOOD HORTICULTURAL TRAINING CENTER INC (MELWOOD ENTERPRISES) B 4335000 CASH MELWOOD COMMUNITY SERVICES INC C 3770000 CASH MELWOOD COMMUNITY SERVICES INC J 1472797 ALLOCATION CALCULATIONS MELWOOD HORTICULTURAL TRAINING CENTER INC (MELWOOD ENTERPRISES) K 4118183 ALLOCATION CALCULATIONS MELWOOD HORTICULTURAL TRAINING CENTER INC (MELWOOD ENTERPRISES) O 635515 ALLOCATION CALCULATIONS MELWOOD HORTICULTURAL TRAINING CENTER INC (MELWOOD ENTERPRISES) Q 6119038 ALLOCATION CALCULATIONS MELWOOD COMMUNITY SERVICES INC Q 363402 ALLOCATION CALCULATIONS MELWOOD HORTICULTURAL TRAINING CENTER INC (MELWOOD ENTERPRISES) Q 2512733 ALLOCATION CALCULATIONS MELWOOD HORTICULTURAL TRAINING CENTER INC (MELWOOD ENTERPRISES) S 18366329 ALLOCATION CALCULATIONS MELWOOD COMMUNITY SERVICES INC S 891399 ALLOCATION CALCULATIONS