2024-03-28T10:40:16-05:00 2023-06-30 521197902 MULLEN SONDBERG WIMBISH & STONE PA 888 BESTGATE ROAD SUITE 310 ANNAPOLIS MD 21401 990 2022-07-01 520915574 BELLO MACHRE INC BELL 4102553805 7765 FREETOWN ROAD GLEN BURNIE MD 21060 DR ROBERT IRELAND PRESIDENT & CEO 4102553805 2024-03-28 1 DR ROBERT IRELAND 999009999 0 MICHELE L MOORE CPA P00740046 4102244920 2024-03-28 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR ROBERT IRELAND 7765 FREETOWN ROAD GLEN BURNIE MD 21060 35410217 0 X WWW.BELLOMACHRE.ORG X 1972 MD BELLO MACHRE HAS 50 FULLY ACCESSIBLE HOMES THROUGHOUT ANNE ARUNDEL AND CARROLL COUNTIES SUPPORTING 200 PEOPLE, PROVIDING AROUND THE CLOCK LOVING CARE. IN ADDITION TO PROVIDING ASSISTANCE AND SUPPORT TOFAMILIES IN THE COMMUNITY, BELLO MACHRE HAS A SUCCESSFUL, EVER-EXPANDING COMMUNITY SERVICES PROGRAM. THIS PROGRAM INCLUDES PERSONAL SUPPORTS AND MEANINGFUL DAY SERVICES ALL OF WHICH PROVIDE OPPORTUNITIES FOR INDEPENDENCE, PRODUCTIVITY, AND PERSONAL GROWTH. BELLO MACHRE PROUDLY CONTINUES THE LEGACY OF ITS FOUNDING FAMILIES, FULFILLING THEIR MISSION AND VISION OF PROVIDING A LIFETIME OF LOVING CARE AND OPPORTUNITIES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES. EVERY PERSON SERVED BY BELLO MACHRE WILL HAVE THE OPPORTUNITY TO EXPERIENCE A MEANINGFUL DAY BASED ON THEIR NEEDS AND DESIRES AND WILL LIVE IN A SAFE AND BEAUTIFUL HOME OR RECEIVE PERSONALIZED COMMUNITY SERVICES BY TRAINED AND COMPASSIONATE CAREGIVERS. EVERY PERSON WHO IS PART OF THE BELLO MACHRE FAMILY WILL BE TREATED WITH KINDNESS 16 13 516 226 0 0 966899 864180 24749510 33554993 193115 603044 59830 37053 25969354 35059270 0 0 0 0 17250529 23001903 0 0 145890 6919468 8301925 24169997 31303828 1799357 3755442 36549423 52627158 21616954 33518747 14932469 19108411 X A LIFETIME COMMITMENT TO PROVIDING LOVING CARE, OPPORTUNITY, AND GUIDANCE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES IN MARYLAND. 0 0 23388953 27514769 RESIDENTIAL SERVICE PROGRAM: BELLO MACHRE WELCOMED FOUR NEW PEOPLE INTO RESIDENTIAL SERVICES. TWO OF OUR NEW RESIDENTS TRANSITIONED FORM THEIR FAMILY HOMES, AND THE OTHER TWO TRANSITIONED FROM OUR PERSONAL SUPPORTS PROGRAM. THE OTIS HOME WAS FULLY RENOVATED TO A FULLY ACCESSIBLE HOME TO REPLACE AN OLDER, THREE-PERSON HOME. BELLO MACHRE OPENED THE OPEL HOME A NEW, FULLY ACCESSIBLE HOME TO REPLACE AN OLDER, FOUR-PERSON HOME. THE AVERAGE AGE OF A PERSON IN RESIDENTIAL SERVICES IS NOW 53 YEARS OLD, THE OLDEST BEING 86 YEARS YOUNG. CURRENTLY, 27 OF OUR HOMES HAVE A WHOLE HOUSE GENERATOR SYSTEM FOR OUTAGES AND EMERGENCY PREPAREDNESS. 1385138 2192634 THE JESSE AND HERTHA ADAMS RAY OF HOPE PROGRAM PROVIDED 312 DAYS OF RESPITE CARE AND SERVED 17 FAMILIES. THIS MAY INCLUDE SPECIALIZED SUMMER CAMP, PHYSICAL THERAPY, AND ADAPTIVE EQUIPMENT EXPENSES. BELLO MACHRE HELPS FAMILIES WITH WHATEVER CHALLENGES THEY MAY FACE DURING HOSPITALIZATIONS, EMERGENCIES, AND VACATIONS - 24-HOURS A DAY - SEVEN DAYS A WEEK. 3799960 3819991 COMMUNITY SERVICES: CONTINUED TO PROVIDE A COMPREHENSIVE EXPERIENCE FOR ALL PEOPLE IN COMMUNITY SERVICES THROUGH THE PERSONAL SUPPORTS AND MEANINGFUL DAY PROGRAMS. PERSONAL SUPPORTS: SUCCESSFULLY, COMPLETED THE PCIS2 TO LTSS TRANSITION FOR ALL PERSONAL SUPPORTS SERVICES. THE PROGRAM SUPPORTED 114 PEOPLE THROUGH OUR PERSONAL SUPPORTS PROGRAM.IN ANNE ARUNDEL, BALTIMORE COUNTY AND CARROLL COUNTY WITH IN-PERSON AND VIRTUAL SERVICES BASED ON THE PERSONS NEEDS AND PREFERENCES. BELLO MACHRE PROVIDED 100 HOURS OF EMERGENCY SUPPORT TO A PARTICIPANT WHOSE MOTHER AND SOLE CAREGIVER WAS UNDERGOING CANCER TREATMENT. DESPITE THE PANDEMIC, THE PROGRAM PROVIDED 74,438 HOURS OF SERVICE.MEANINGFUL DAY: BELLO MACHRE PROVIDED MEANINGFUL DAY SERVICES TO 76 PEOPLE (51 IN AA CO. AND 25 IN CC CO). 31 INDIVIDUALS ARE EMPLOYED IN THE COMMUNITY WITH SOME OF OUR GREAT BUSINESS PARTNERS (SC LOGIC, THE STATE OF MARYLAND, SAFEWAY, FOOD LION, CINEMARK EGYPTIAN 24 & XD, MR. CARWASH, SNAVELY'S FORESTRY, WALMART, CARROLL COUNTY PUBLIC SCHOOLS, CARROLL COUNTY DISTRICT COURT HOUSE, FAIRHAVEN ASSISTED LIVING, CODE NINJA, BOSCOV'S, ROYAL FARMS, IHOP, OLIVE GARDEN, AND ALLIED UNIVERSAL SECURITY). VOLUNTEER PARTNERSHIPS WERE CULTIVATED WITH: THE ORPHAN GRAIN TRAIN, BACKPACK BUDDIES, HABITAT FOR HUMANITY, RESTORE, COMMUNITY AID, CARROLL COUNTY HUMANE SOCIETY, THE IVY WOODS FELINE SANCTUARY, MOUNT AIRY LIBRARY, AND TOMLIN TECHNOLOGIES. BELLO MACHRE BECAME A VENDOR FOR PEOPLE SELF-DIRECTING THEIR SERVICES GENERATING AN ADDITIONAL $11,441.76 IN NEW REVENUE SUPPORTING THREE PEOPLE UNDER THIS NEW MODEL. THE PROGRAM SUPPORTED 14 PEOPLE THROUGH THE DIVISION OF REHABILITATION SERVICES (DORS), GENERATING $22,108 IN ADDITIONAL REVENUE AND OFFERED EDUCATIONS SUPPORT, TRAVEL TRAINING, AND JOB PLACEMENT SERVICES. 26691 27599 INDIVIDUAL SUPPORT SERVICES:BELLO MACHRE UNDERSTANDS THE DAILY CHALLENGES FACED BY MANY FAMILIES. TOGETHER THEY DEVELOP A PLAN IDENTIFYING NEEDS AND FINDING RESOURCES THROUGH OUR FAMILY AND SUPPORT SERVICES PROGRAM. WHETHER PLANNING FOR A CHILD JUST ENTERING PRE-SCHOOL OR NEEDING IN-HOME CARE FOR A FAMILY MEMBER WHO IS AGING, OUR DEDICATED AND TRAINED TEAM HELPS EVERY STEP OF THE WAY. THE PROGRAM ALSO PROVIDES PERSONAL ASSISTANCE INCLUDING, BUT NOT LIMITED TO, HELPING FAMILIES CARE FOR THEIR CHILDREN, PROVIDING TRANSPORTATION, PURCHASING AND ADMINISTERING MEDICATION, INITIATING AND NAVIGATING STATE FUNDING, AND BUYING MEDICAL ACCESSORIES AND EQUIPMENT. BELLO MACHRE ALSO HELPS FAMILIES THROUGH THE APPLICATION PROCESS - PROVIDING EDUCATION ABOUT THE INS-AND-OUTS OF THE SYSTEM. ITS SUPPORT SERVICES TEAM PROVIDES CASE MANAGEMENT INCLUDING REFERRAL SERVICES, RESOURCE COORDINATION, AND ADVOCACY. 26691 27599 28600742 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 0 0 1 0 0 0 1 39 0 1 516 0 0 0 0 0 0 0 0 0 0 0 X 16 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X THE ORGANIZATION 4102553805 7765 FREETOWN ROAD GLEN BURNIE MD 21060 JOHN S GOLDTHWAIT JR DIRECTOR 1.00 X 0 0 0 D'ANA JOHNSON DIRECTOR 1.00 X 0 0 0 DAVID A WYNKOOP TREASURER 1.00 X X 0 0 0 LARRY CATE DIRECTOR 1.00 X 0 0 0 JANIS ELLIS SECRETARY 1.00 X X 0 0 0 MATTHEW LEWIS DIRECTOR 1.00 X 0 0 0 ANDREW COOCH DIRECTOR 1.00 X 0 0 0 GRIFF HALL CHAIRPERSON 1.00 X X 0 0 0 QUINN SALAMANDRA DIRECTOR 1.00 X 0 0 0 HONORA SUTOR VICE CHAIRPERSON 1.00 X X 0 0 0 MICHAEL SALDI DIRECTOR 1.00 X 0 0 0 JIMMY REY TADLOCK DIRECTOR 1.00 X 0 0 0 DIANE GUTHRIE DIRECTOR 1.00 X 0 0 0 MACHTELD V THOMAS DIRECTOR 1.00 X 0 0 0 STANLEY ZWEBACK DIRECTOR 1.00 X 0 0 0 MICHAEL D STEINHARDT DIRECTOR 1.00 X 0 0 0 DR ROBERT IRELAND PRESIDENT & CEO 40.00 2.00 X 275104 0 28403 LANA SLOBODYANIK CHIEF FINANCIAL OFFICER 40.00 X 201523 0 17495 JULIE PROVAN CHIEF OPERATING OFFICER 40.00 2.00 X 220162 1040 22755 RANDON BITTINGS CHIEF SERVICES OFFICER 40.00 X 198766 0 9539 OYEBAMIJI JACOBS FAMILY LIVING DIRECTOR 40.00 X 132604 0 8466 ADEKUNLE FADELE FAMILY LIVING DIRECTOR 40.00 X 126549 0 8441 ANGELIA WEBSTER FAMILY LIVING DIRECTOR 40.00 X 119478 0 8441 KIMBERLY MCCLEARN DIRECTOR OF HUMAN RESOURCES 40.00 X 112717 0 8441 1386903 1040 111981 14 0 1 0 DIMENSIONAL HEALTHCARE INC 10811 RED RUN BLVD SUITE 110 OWINGS MILLS MD 21117 NURSING SERVICES 432918 DNA SOLUTIONS AND CONSULTING 3600 ODONNELL STREET GRAIN 3 BALTIMORE MD 21224 TECHNOLOGY SERVICES 188099 2 307468 120000 436712 38066 864180 GOVERNMENT AGENCY FEES 624100 32514225 32514225 CLIENT FEES 623990 1040768 1040768 33554993 369755 369755 454070 220781 233289 233289 233289 163199 307468 130166 33033 33033 OTHER INCOME 624100 4020 4020 4020 35059270 33554993 0 640097 765441 485694 279747 18602748 17627108 884540 91100 47816 44737 2848 231 1475561 1380497 87720 7344 2110337 1974586 125585 10166 26042 26042 82690 82690 52525 52525 151649 151649 150769 150769 147798 146534 1264 74548 53100 20937 511 615203 591537 23666 865280 799238 66008 34 840890 833204 7686 1490555 1409590 80965 374525 359524 15001 PURCHASE OF SERVICE 1789272 1311900 464742 12630 REPAIRS AND MAINTENANCE 545145 520160 24985 SUPPLIES 329340 230448 75018 23874 FOOD 281350 281350 484344 400766 83578 31303828 28600742 2557196 145890 664170 988899 5758164 3105172 1595998 2626839 349418 397178 35329671 12408170 20548763 22921501 7632910 21120990 0 1466579 36549423 52627158 3378496 2626508 15069434 17059639 3169024 13832600 21616954 33518747 X 14815969 19108411 116500 0 14932469 19108411 36549423 52627158 X 3755442 485170 -54195 -10475 X X 0 1 X 1 0 X 806504 3115815 966253 966899 864180 6719651 18026208 20051114 21878980 24749510 33554993 118260805 18832712 23166929 22845233 25716409 34419173 124980456 0 0 0 124980456 143336 104424 100760 130572 369755 848847 143336 104424 100760 130572 369755 848847 810 2400 1428 3219 4020 11877 18976858 23273753 22947421 25850200 34792948 125841180 0.99320 0.99410 0.00670 0.00550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6547406 693147 525211 7765764 5886801 1348290 -687685 6547406 3681655 1520239 684907 5886801 3517006 305213 42788 183352 3681655 3211284 247165 159395 100838 3517006 1.00000 0 0 5593561 5593561 17039686 6652030 10387656 7669199 3338499 4330700 3040711 2417641 623070 1986514 1986514 22921501 CHARITABLE GIFT ANNUITY 56097 EQUITY PARTICIPATION 55637 DUE TO STATE OF MARYLAND 12233832 FINANCE LEASE LIABILITY 948142 OPERATING LEASE LIABILITY 538892 13832600 X 35611606 485170 119691 604861 35006745 52525 52525 35059270 31435664 54195 130166 184361 31251303 52525 52525 31303828 PART V, LINE 4: AS OF JUNE 30, 2023, THE BOARD OF DIRECTORS HAD DESIGNATED $7,765,764 OF NET ASSETS WITHOUT DONOR RESTRICTIONS AS A GENERAL QUASI-ENDOWMENT FUND (TRUST FUND) TO SUPPORT THE MISSION OF THE ORGANIZATION. SINCE THAT AMOUNT RESULTED FROM INTERNAL DESIGNATION AND IS NOT DONOR-RESTRICTED, IT IS CLASSIFIED AND REPORTED AS NET ASSETS WITHOUT DONOR RESTRICTIONS. THE ORGANIZATION HAS A SPENDING POLICY THAT ALLOWS THE ORGANIZATION TO EITHER USE THE EARNINGS TO SUPPORT THE DAY-TO-DAY OPERATIONS OF BELLO MACHRE, INC. OR REINVEST THE EARNINGS IN THE TRUST FUND, WHEN FINANCIALLY FEASIBLE, AT MANAGEMENT'S DISCRETION (WITH BOARD APPROVAL). PART X, LINE 2: THE ORGANIZATIONS FOLLOW 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 ORGANIZATIONS ANALYZE TAX POSITIONS TAKEN, INCLUDING THOSE RELATED TO THE REQUIREMENTS SET FORTH IN IRC 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 ORGANIZATIONS DO NOT KNOW OF ANY TAX BENEFITS ARISING FROM UNCERTAIN TAX POSITIONS AND THERE WAS NO EFFECT ON THE ORGANIZATIONS FINANCIAL POSITION OR CHANGES IN NET ASSETS AS A RESULT OF ANALYZING ITS TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES NETTED AGAINST FUNDRAISING INCOME 130,166. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -10,475. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES NETTED AGAINST FUNDRAISING INCOME 130,166. EVERY STEP COUNTS 223741 223741 914 762 597 300 24011 GOLF TOURNAMENT 126926 20100 106826 4604 10673 10754 13924 1 120000 63627 56373 9135 37861 7700 8931 470667 307468 163199 5518 20570 49212 8000 46866 130166 33033 X X 0 1 0 0 0 0 0 0 0 DR ROBERT IRELAND PRESIDENT & CEO 275104 0 0 0 0 0 17509 0 10894 0 303507 0 0 0 JULIE PROVAN CHIEF OPERATING OFFICER 220162 1040 0 0 0 0 0 0 22755 0 242917 1040 0 0 LANA SLOBODYANIK CHIEF FINANCIAL OFFICER 201523 0 0 0 0 0 0 0 17495 0 219018 0 0 0 RANDON BITTINGS CHIEF SERVICES OFFICER 198766 0 0 0 0 0 0 0 9539 0 208305 0 0 0 DON PROVAN SPOUSE TO CHIEF OPERATING OFFICER 124000 THE ORGANIZATION USES THE SERVICES OF A COMPANY OWNED BY THE CHIEF OPERATING OFFICER'S SPOUSE FOR GENERAL CONSTRUCTION AND REPAIRS OF RESIDENTIAL HOMES. 0 ANDREW COOCH DIRECTOR 10000 THE ORGANIZATION USES THE SERVICES OF THE BOARD MEMBER'S COMPANY. 0 X 260 THRIFT STORE VALUE X 2 20521 FAIR MARKET VALUE X MISCELLANEOUS 53 13592 ESTIMATED FAIR VALUE X FURNITURE AND FIXTURES 3 3693 ESTIMATED FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BOARD OF DIRECTORS MEMBERS RECEIVE A DRAFT VERSION OF THE FORM 990 BY EMAIL PRIOR TO A REGULARLY SCHEDULED BOARD MEETING. THE FORM IS DISCUSSED AND APPROVED AT THIS MEETING AND THEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ANNUALLY SIGN CONFLICT OF INTEREST STATEMENTS DISCLOSING ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS COMPENSATION FOR THE PRESIDENT AND CEO USING GUIDESTAR OF EQUIVALENT REGIONAL AND NATIONAL STATISTICS AS GUIDANCE ON ANNUAL COMPENSATION. THE PRESIDENT AND CEO DETERMINES SALARY LEVELS OF OTHER KEY EMPLOYEES WHICH IS THEN REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -10,475. FORM 990 PART XII LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HUMAN SERVICE RENOVATIONS INC 7765 FREETOWN ROAD GLEN BURNIE MD 21060 521871429 RENTS RESIDENTIAL HOMES TO BELLO MACHRE, INC. MD 501(C)(3) PUBLIC CHARITY 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 HUMAN SERVICE RENOVATIONS INC B 159600 CASH HUMAN SERVICE RENOVATIONS INC K 174692 CASH HUMAN SERVICE RENOVATIONS INC N 11196 FMV HUMAN SERVICE RENOVATIONS INC O 42999 FMV