2024-05-14T10:50:52-05:00 2023-06-30 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2022-07-01 520741602 THE ARC MARYLAND INC ARCM 4105719320 8601 ROBERT FULTON DR NO 140 COLUMBIA MD 21046 EUGENE MARK TREASURER 4105719320 2024-05-14 1 EUGENE MARK XXX-XX-XXXX 0 X PAMELA W GRAY P01237506 4105840060 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z EUGENE MARK 8601 ROBERT FULTON DR NO 140 COLUMBIA MD 21046 2080489 0 X HTTP://WWW.THEARCMD.ORG/ X 1959 MD THE ARC MARYLAND WORKS TO CREATE A WORLD WHERE CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES HAVE AND ENJOY EQUAL RIGHTS AND OPPORTUNITIES. 14 14 13 40 0 0 447605 460723 62911 86456 164650 133024 2080 7371 677246 687574 34252 37940 0 0 456828 489171 0 0 2245 312090 338583 803170 865694 -125924 -178120 3083181 3154981 163038 182832 2920143 2972149 X THE ARC MARYLAND WORKS TO CREATE A WORLD WHERE CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) HAVE AND ENJOY EQUAL RIGHTS AND OPPORTUNITIES. 0 0 509765 37374 ADVOCACY:SYSTEMS ADVOCACY FOR THE RIGHTS AND QUALITY OF LIFE OF PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.HELPED FAMILIES SECURE POST-SECONDARY SERVICES FOR STUDENTS EXITING SPECIAL EDUCATION (TRANSITIONING YOUTH). HELPED FAMILIES RECEIVE SERVICES THROUGH THE AUTISM WAIVER. SYSTEMS ADVOCACY AND IMPROVEMENT AT THE STATE LEVEL TO ENSURE AND STRENGTHEN HUMAN AND CIVIL RIGHTS FOR PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES: INCLUDES LIFESPAN ORIENTED RIGHTS IN PUBLIC EDUCATION AND SPECIAL EDUCATION AND CONTINUING EDUCATION, CHILD CARE, HOUSING, TRANSPORTATION, EMPLOYMENT AND FAMILY SUPPORTS.LEGISLATIVE ADVOCACY IMPACTED 10,000 INDIVIDUALS AND FAMILIES, INCLUDING EDUCATION RIGHTS, SPECIAL EDUCATION, CHILD CARE, TRANSITION PLANNING FROM SCHOOL TO ADULT LIFE, AND PRIVACY PROTECTIONS. LEADERSHIP ON BEHALF OF 7,000 CHILDREN AND ADULTS AND THEIR FAMILIES ON STATE WAITING LISTS. LEAD STATEWIDE GRASSROOTS CAMPAIGN EFFORT TO EDUCATE THE PUBLIC AND DECISION MAKERS ABOUT THESE NEEDS. OTHER PROGRAMS INCLUDESELF ADVOCACY NETWORK OFFICES OFFERS PEER MENTORING, TRAINING AND PROMOTES LEADERSHIP BY PEOPLE WITH DEVELOPMENTAL DISABILITIES. TOGETHER WE'RE BETTER PROMOTES INCLUSIVE EDUCATION. COMMUNITY-AWARENESS TRAINING ON INTELLECTUAL AND DEVELOPMENTAL DISABILITIES 249886 566 86456 CHAPTER AND MEMBER SUPPORT:PROVIDE INFORMATION AND SUPPORT TO LOCAL CHAPTERS TO PROVIDE QUALITY SERVICES AND SUPPORTS.SUPPORT THE ARC LEADERSHIP PROGRAM TO DEVELOP STAFF LEADERSHIP AT THE LOCAL CHAPTER LEVEL.PROVIDE ONGOING INFORMATION TO CHAPTERS ABOUT STATE AND FEDERAL RIGHTS, LAWS AND POLICIES SO THEY CAN UTILIZE INFORMATION AT THE LOCAL LEVEL. PROVIDE CONSULTATION AND TRAINING TO CHAPTERS ON SELF ADVOCACY LEADERSHIP.ENSURE CHAPTER INVOLVEMENT IN STATE-LEVEL POLICY DEVELOPMENT THROUGH THE ARC OF MARYLAND EDUCATION, GOVERNMENTAL AFFAIRS AND LEGAL ADVOCACY COMMITTEES STATE-WIDE. CONDUCT AWARDS AND RECOGNITION PROGRAM FOR CHAPTER, VOLUNTEER AND PROGRAM EXCELLENCE. PROMOTE PUBLIC AWARENESS ABOUT INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH SOCIAL MEDIA. 7211 7211 766862 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MD X X LORI SCOTT 4105719320 8601 ROBERT FULTON DR NO 140 COLUMBIA MD 21046 X LORI SCOTT PRESIDENT 2.00 X X 0 0 0 GUY STEPHENS VICE PRESIDENT 2.00 X X 0 0 0 EUGENE MARK TRESURER 2.00 X X 0 0 0 KIM TART SECRETARY 2.00 X X 0 0 0 RAYMOND L MARSHALL IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 ADRIAN FORSYTHE DIRECTOR 2.00 X 0 0 0 ANTHONY ZANFORDINO DIRECTOR 2.00 X 0 0 0 DR MICHAEL GRESALFI DIRECTOR 2.00 X 0 0 0 PAM PALMER DIRECTOR 2.00 X 0 0 0 PAMELA LEACH DIRECTOR 2.00 X 0 0 0 JUSTIN VALENTI DIRECTOR 2.00 X 0 0 0 DOROTHY PLANTZ DIRECTOR 2.00 X 0 0 0 KATHLEEN DURKIN DIRECTOR - MCE 2.00 X 0 0 0 MATTHEW PLANTZ PEOPLE ON THE GO REP 2.00 X 0 0 0 ANDREA KOLP EXECUTIVE DIRECTOR 40.00 X 143710 0 9988 143710 0 9988 1 0 1 0 0 278372 146547 35804 460723 PROGRAM EVENTS 900099 86456 86456 86456 68336 68336 1457603 1392915 64688 64688 64688 OTHER INCOME 900099 7371 7371 7371 687574 151144 0 75707 37940 37940 153056 143825 9141 90 259948 243421 16600 -73 19599 18340 1247 12 25327 23059 1990 278 31241 29104 2137 3787 3493 282 12 47455 43771 3529 155 26288 26288 10836 9994 806 36 732 732 15729 10386 5226 117 1701 1549 143 9 48802 40419 7772 611 9640 9351 275 14 9403 9403 6732 6228 466 38 CONVENTION 56876 56876 MEETING AND EVENT EXPEN 48168 47824 338 6 ALL OTHER EXPENSES 24470 21700 2578 192 DUES AND SUBSCRIPTIONS 19385 16956 1703 726 8579 1894 6663 22 865694 766862 96587 2245 112091 136925 151203 141144 33852 46144 16067 28570 469814 86649 391718 383165 2373199 2400302 5051 18731 3083181 3154981 99310 123058 63728 59774 163038 182832 X 2842990 2904073 77153 68076 2920143 2972149 3083181 3154981 -178120 230126 0 X X 0 1 X 1 0 X 474825 551062 619760 447605 460723 2553975 76772 13381 43474 62911 86456 282994 551597 564443 663234 510516 547179 2836969 0 0 0 2836969 72184 67265 60013 164650 133024 497136 72184 67265 60013 164650 133024 497136 2962 19320 3756 2080 7371 35489 626743 651028 727003 677246 687574 3369594 0.84190 0.85290 0.14750 0.13690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7182 7182 858512 865694 154854 38714 0 0 152604 153984 145476 154854 606918 910377 8798 10136 9038 7182 35154 38151 38496 36369 38714 151730 227595 4399 5068 4519 7182 21168 77153 5362 -14439 68076 105861 -17765 -10943 77153 82637 28589 5365 105861 76106 10255 3724 82637 71396 6232 1522 76106 1.00000 0 0 217768 217768 193107 33642 159465 44814 38882 5932 14125 14125 0 383165 MARYLAND CONFERENCE OF EXECUTIVE FUNDS 36342 LEASE LIABILITY - FINANCING 20866 LEASE LIABILITY - OPERATING 2566 59774 X 915324 230126 23912 254038 661286 26288 26288 687574 863318 23912 23912 839406 26288 26288 865694 PART V, LINE 4: THE ARC MARYLAND BOARD DESIGNATED A PORTION OF OUR ENDOWMENT TO SUBSIDIZE OPERATIONS AND EXPANSION OF SERVICES AND SUPPORTS FOR PEOPLE WITH IDD AND THEIR FAMILIES. PART X, LINE 2: THE ASSOCIATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES (EXCEPT TAXES ON UNRELATED BUSINESS INCOME) UNDER THE PROVISION OF SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2023, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2020 THROUGH 2023 REMAIN OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE STATE AND LOCAL JURISDICTIONS IN WHICH THE ASSOCIATION FILES TAX RETURNS. IT IS THE ASSOCIATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS INCOME TAX EXPENSE IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN THE NET ASSETS. 1 SEEC 8905 FAIRVIEW ROAD SUITE 3000 SILVER SPRING MD 20910 521557285 501(C)(3) 7600 0 SPARC TANK AWARDS - CREATE A LEARNING MANAGEMENT SYSTEM TO HOST A COMMUNITY OF PRACTICE, CREATE WHITE PAPER AND COMMUNITY MAPS. 1 PART I, LINE 2: THE ARC MARYLAND REQUIRES DELIVERABLES FROM GRANT RECIPIENTS WHICH TYPICALLY INCLUDES THE FOLLOWING, AS APPLICABLE: SUBMISSION OF A PRESS RELEASE, PICTURES FROM EVENTS HELD, AND/OR A REPORTING FORM UPON THE USE OF GRANT FUNDS. SCHEDULE I, PART II, LINE 1H ADDITION GRANT AWARDS WERE DISTRIBUTED TOTALING $26,659 TO VARIOUS GRANTEES IN SUPPORT OF THE ORGANIZATIONS SPARC INITIATIVE. THE SPARC TANK INITIATIVE IS DESIGNED TO "IGNITE INNOVATION AND ADVANCE THE MISSION OF THE ARC MARYLAND". SPARC TANK IS A UNIQUE OPPORTUNITY AND PROCESS THROUGH WHICH INNOVATIVE IDEAS FOR PROJECTS ADVANCING THE MISSION OF THE ARC MARYLAND COMPETE FOR FUNDING. THE AWARDED FUNDING IS USED TO FACILITATE THE PROJECT OR INITIATIVE WITHIN A PRESCRIBED TIMEFRAME AND IS INTENDED TO IGNITE CHANGE THROUGH THE DEVELOPMENT OF NEW TECHNOLOGY, PILOT PROJECT, NEW RESOURCES, DEVICES, OR OTHER INITIATIVES TO ENHANCE THE LIVES OF CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN MARYLAND. ADDITIONAL FUNDED PROJECTS THIS REPORTING PERIOD INCLUDE DOWN SYNDROME NETWORK OF MONTGOMERY COUNTY "COLLEGE AND CAREER READINESS", THE DOWN SYNDROME ASSOCIATION OF MARYLAND "BRINGING THE IMPROVANEER METHOD TO MD" THE ARC MCE HR DIRECTORS' GROUP "DSP EMPLOYMENT/RECRUITMENT CAMPAIGN" PROJECT HEAL AT KENNEDY KRIEGER "SIMPLIFYING THE IEP PROCESS", SEEC "EXPLORING NEIGHBORHOODS BUILDING A NETWORK OF NATURAL SUPPORT FOR PEOPLE WITH IDD AND THE SELF-ADVOCACY NETWORK OF MARYLAND (SDAN) "SELF-DIRECTION CONNECTIONS OF MARYLAND", AND THE ARC OF PRINCE GEORGE'S COUNTY "HISPANIC OUTREACH INITIATIVE" 0 0 0 0 0 0 0 0 0 ANDREA KOLP EXECUTIVE DIRECTOR 143710 0 0 0 0 0 7536 0 2452 0 153698 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS ARE AS FOLLOWS: INDIVIDUAL MEMBERSHIP OBTAINED BY THOSE INDIVIDUALS WHO ARE MEMBERS IN GOOD STANDING OF A LOCAL MEMBER CHAPTER IN ACCORDANCE WITH MEMBERSHIP STANDARDS OF THE ORGANIZATION. AN INDIVIDUAL MAY JOIN THE ARC MARYLAND DIRECTLY IF HE OR SHE RESIDES IN AN AREA NOT SERVED BY A LOCAL AFFILIATED CHAPTER. VOTING MEMBERSHIP LIMITED TO LOCAL MEMBER CHAPTERS IN GOOD STANDING, WHOSE MEMBERSHIP IN THE ORGANIZATION HAS BEEN APPROVED BY THE BOARD OF DIRECTORS. LOCAL CHAPTER MEMBERSHIP - A NONPROFIT ORGANIZATION OF INDIVIDUALS WHO SUPPORT THE PURPOSES OF THE ORGANIZATION, LOCATED AND FUNCTIONING IN THE STATE OF MARYLAND, WITH A MEMBERSHIP OF AT LEAST 10 ACTIVE LAY MEMBERS SERVING A DEFINED LOCAL GEOGRAPHIC AREA, PREFERABLY A COUNTY. LOCAL CHAPTER MEMBERS PAY ANNUAL SUPPORT TO THE ORGANIZATION. HONORARY MEMBERSHIP GRANTED BY THE BOARD OF DIRECTORS TO ANY PERSON WHO HAS MADE AN OUTSTANDING CONTRIBUTION TO THE WELFARE OF PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN THE STATE. SUCH MEMBERS SHALL NOT PAY DUES, NOR HAVE A VOTE, NOR BE ELIGIBLE TO HOLD OFFICE. FORM 990, PART VI, SECTION A, LINE 7A SEE EXPLANATION FOR LINE 6 REGARDING VOTING RIGHTS OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B BASED ON INFORMATION PROVIDED BY MANAGEMENT, THE 990 WAS PREPARED BY THE CPA FIRM THAT IS ALSO RESPONSIBLE FOR THE AUDIT. THE DRAFT FORM 990 WAS REVIEWED BY THE ORGANIZATION'S SENIOR MANAGEMENT. COPIES OF THE FINAL 990 WERE PROVIDED TO THE BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ARC REQUIRES BOARD MEMBERS, COMMITTEE MEMBERS AND STAFF TO ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. STATEMENTS REVEALING AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ARE FURTHER REVIEWED BY THE CHIEF EXECUTIVE OFFICER, EXECUTIVE COMMITTEE OR BOARD OF DIRECTORS AS SPECIFIED IN THE ARC'S CONFLICT OF INTEREST POLICY. IF A CONFLICT ARISES, THE CEO REVIEWS THE ARRANGEMENT AND DETERMINES IF THE RELATIONSHIP IS IN THE BEST INTEREST OF THE ARC FOUNDATION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD PRESIDENT COMPLETES A PERFORMANCE REVIEW OF EXECUTIVE DIRECTOR AND MEETS WITH EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE REVIEWS COMPARABILITY DATA OF OTHER EXECUTIVE DIRECTORS OF NOT FOR PROFIT ORGANIZATIONS REPORTED ON THE GUIDESTAR WEBSITE AND ON MARYLAND ASSOCIATION OF NONPROFIT ORGANIZATIONS. THE EXECUTIVE COMMITTEE'S COMPENSATION RECOMMENDATION IS PRESENTED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 1023 AND 990 IS MADE AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST. THE 990 IS ALSO AVAILABLE TO THE PUBLIC ON THE GUIDESTAR WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. PART VII DORTHY PLANZ AND MATTHEW PLANZ WHO ARE BOARD MEMBERS ARE RELATED. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.