2024-05-15T16:33:34-05:00 2023-06-30 521197902 MULLEN SONDBERG WIMBISH & STONE PA 888 BESTGATE ROAD SUITE 310 ANNAPOLIS MD 21401 990 2022-07-01 521158064 COMMUNITY LIVING INC COMM 3016638811 620-B RESEARCH COURT FREDERICK MD 21703 MICHAEL PLANZ CEO 3016638811 2024-05-15 1 MICHAEL PLANZ 999009999 0 JOHN G WILAND CPA P01357234 4102244920 2024-04-30 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL PLANZ 620-B RESEARCH COURT FREDERICK MD 21703 17716794 0 X WWW.COMMUNITYLIVINGINC.ORG X 1979 MD COMMUNITY LIVING PROVIDES SUPPORTS AND SERVICES TO EMPOWER ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO LIVE THEIR LIVES TO THE FULLEST 9 9 233 0 0 0 761733 1257518 12416172 16114735 8793 304444 47288 26802 13233986 17703499 0 0 0 0 9747584 11172185 0 0 47775 1760958 1728402 11508542 12900587 1725444 4802912 10546465 16439596 5043040 6099722 5503425 10339874 COMMUNITY LIVING PROVIDES SUPPORTS AND SERVICES TO EMPOWER ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO LIVE THEIR LIVES TO THE FULLEST. 0 0 8376061 12254056 RESIDENTIAL - COMMUNITY LIVING'S LARGEST AND OLDEST SERVICE IS RESIDENTIAL SERVICES, WHICH IS HOUSING PROVIDED IN "GROUP HOMES" TYPICALLY CONSISTING OF THREE RESIDENTS LIVING TOGETHER IN A HOME WITH STAFF ON DUTY 24 HOURS A DAY 365 DAYS A YEAR. RESIDENTS EACH HAVE THEIR OWN BEDROOM AND PARTICIPATE IN THE MAINTENANCE OF THEIR HOME TO THE BEST OF THEIR ABILITY. WELL TRAINED STAFF PROVIDE ASSISTANCE AS NEEDED WITH PERSONAL CARE, GROCERY SHOPPING AND COOKING, COMPLETING MEDICAL APPOINTMENTS, HOUSEKEEPING AND EVERYTHING ELSE TO MAKE EACH PERSON FEEL AT HOME. CLI STRIVES TO MATCH PEOPLE OF SIMILAR SKILLS AND INTEREST TO MAXIMIZE THE POTENTIAL OF EVERYONE IN THE HOUSE. 992879 1270112 VOCATIONAL AND DAY SERVICES - MOST RECENTLY, COMMUNITY LIVING BEGAN PROVIDING VOCATIONAL SERVICES TO PEOPLE WHO WISH TO WORK. WE HAVE DEVELOPED A PROGRAM THAT STRIVES TO FIND EMPLOYMENT OPPORTUNITIES FOR PEOPLE SERVED, PREFERABLY IN INTEGRATED COMMUNITY SETTINGS BUT ALSO THROUGH IN HOUSE CONTRACTS SUCH AS LAUNDRY SERVICES AND SERVICES FOR LOCAL BUSINESSES. WHEN PEOPLE ARE NOT WORKING, CLI MAINTAINS A PHILOSOPHY OF ACTIVE ENGAGEMENT, PROVIDING ACTIVITIES THAT BUILD A VARIETY OF WORK SKILLS AND USING MULTIPLE VOLUNTEER ACTIVITIES WE ALSO OPERATE A SENIOR DAY PROGRAM FOR INDIVIDUALS WHO NO LONGER WISH TO WORK AND WANT TO MAINTAIN A MORE LEISURELY PACE DURING THE DAY. 1714561 2145781 PERSONAL SUPPORTS AND BEHVIORAL SUPPORTS - THIS IS A SERVICE THAT PROVIDES SUPPORT TO PEOPLE LIVING ON THIER OWN OR WITH FAMILY AS OPPOSED TO LIVING IN A GROUP SITUATION WITH FULL TIME STAFF. THIS SERVICE HAS GROWN SIGNIFICANTLY IN THE PAST SEVERAL YEARS AS MORE PEOPLE WANT INCREASINGLY FLEXIBLE SUPPORTS STAFF IN THIS PROGRAM TO ASSIST PEOPLE WITH WHATEVER IS MOST IMPORTANT TO THEM FROM MAINTAINING THEIR HOME, TO MEDICAL NEEDS TO RECREATIONAL ACTIVITIES. 159246 247332 159246 247332 11242747 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 233 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X X THE ORGANIZATION 3016638811 620-B RESEARCH COURT FREDERICK MD 21703 SHAWN CAVENEE PRESIDENT 1.00 X X 0 0 0 LAURA WELKER SECRETARY 1.00 X 0 0 0 BRUSHAN LAGWAY TREASURER 1.00 X 0 0 0 TEMIKKI MORRISON DIRECTOR 1.00 X 0 0 0 MICHELLE ROSS DIRECTOR 1.00 X 0 0 0 MARCIA CANFIELD GOVERNANCE CHAIR 1.00 X 0 0 0 TOM KRACH VICE PRESIDENT 1.00 X 0 0 0 AMANDA BURNS DIRECTOR 1.00 X 0 0 0 MICHAEL PLANZ CEO 40.00 X 168476 0 3900 THOMAS EVANS CFO 40.00 X 118177 0 5729 286653 0 9629 2 0 1 0 0 1240693 16825 1257518 PROGRAM SERVICE FEES 623990 15669949 15669949 MANAGEMENT SERVICES 541610 238910 238910 TENANT RENTS 531110 205876 205876 16114735 304444 304444 21305 13295 8010 8010 MISCELLANEOUS 624310 18792 18792 18792 17703499 16133527 0 312454 296282 296282 8611375 7910758 700617 262802 243123 19679 1341820 1192290 149530 659906 586489 73417 39472 39472 49375 1600 47775 139161 11751 127410 295097 260102 34995 210149 208065 2084 28176 28176 235567 217649 17918 147055 123508 23547 FOOD 177664 177664 TELEPHONE 103954 66670 37284 REPAIRS & MAINTENANCE 95939 85527 10412 SUPPLIES 48351 48351 158442 81024 77418 12900587 11242747 1610065 47775 2593730 1827516 1216011 328664 679585 950517 1229877 1605870 133519 170876 4961422 2962959 1839010 1998463 1308606 7559258 660516 649157 885611 1349275 10546465 16439596 3319481 4210268 3337 0 834387 532510 885835 1356944 5043040 6099722 X 4823840 10012223 679585 327651 5503425 10339874 10546465 16439596 X 4802912 44897 -11360 X X 0 1 X 1 0 X 85857 1301061 1264240 761733 1257518 4670409 9605661 10402204 11123705 12427766 16114735 59674071 9691518 11703265 12387945 13189499 17372253 64344480 0 0 0 64344480 194928 199294 5033 8793 304444 712492 194928 199294 5033 8793 304444 712492 68892 81454 103473 18792 272611 9955338 11984013 12496451 13198292 17695489 65329583 0.98490 0.98520 0.01090 0.01030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 519682 519682 3245347 2164879 1080468 325079 216851 108228 871314 581229 290085 1998463 FINANCING LEASE RIGHT OF USE ASSETS 225520 OPERATING LEASE RIGHT OF USE ASSETS 39170 AMOUNT HELD FOR RESIDENTS 1084585 1349275 AMOUNT HELD FOR RESIDENTS 1084585 FINANCING LEASE LIABILITY 233189 OPERATING LEASE LIABILITIES 39170 1356944 X 17894248 44897 267728 312625 17581623 121876 121876 17703499 13142300 241713 241713 12900587 0 12900587 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 CONSOLIDATED 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 CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION ANALYZES 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 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN EQUITY INTEREST IN CLARC PROPERTIES -11,360. INCOME FROM CONSOLIDATED ENTITIES 265,793. FUNDRAISING EXPENSES NETTED WITH REVENUE 13,295. PART XI, LINE 4B - OTHER ADJUSTMENTS: MANAGEMENT FEES ELIMINATED DURING CONSOLIDATION OF RELATED ENTITES 121,876. PART XII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATING ENTITY EXPENSES REPORTED ON SEPARATE 990 228,418. FUNRAISING EXPENSES NETTED WITH REVENUE 13,295. PART X LINE 1(3) IN 2020, AN UNUSUAL POTENTIAL FORGIVABLE LOAN WAS RECEIVED FROM THE SMALL BUSINESS ADMINISTRATION AS A RESULT OF THE CARES ACT IN THE AMOUNT OF $1,546,042. THE ORGANIZATION HAS RECOGNIZED THE LOAN AS A CONDITIONAL GRANT AND RECOGNIZED $1,202,251 OF THE $1,546,042 AS GRANT REVENUE, DEFERRING $323,791 TO BE RECOGNIZED AS REVENUE IN THE NEXT FISCAL YEAR. SUBSEQUENT TO YEAR END, THE ORGANIZATION MET THE SPECIFIED FORGIVNESS REQUIREMENTS AND WAS FULLY FORGIVEN FOR THE AMOUNT RECEIVED BY THE SMALL BUSINESS ADMINISTRATION. X X MD GALA 21305 21305 13295 21305 21305 13295 13295 8010 0 0 0 0 0 0 0 0 0 MICHAEL PLANZ CEO 163053 0 0 0 5423 0 3900 0 0 0 172376 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE BOARD AND REVIEWED PRIOR TO FILING. THE BOARD REVIEWS AND A VOTE OF ACCEPTANCE IS DOCUMENTED. ANY CHANGES OR QUESTIONS ARE ADDRESSED PRIOR TO THE FINAL FORM BEING PREPARED. THE CHANGES, IF ANY, ARE THEN REVIEWED. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL QUESTIONNAIRES ARE PROVIDED TO THE MEMBERS OF THE BOARD. ANY CONFLICTS ARE DISCLOSED AND DOCUMENTED AT THAT TIME. ANY ISSUE THAT MAY INVOLVE A CONFLICT OF INTEREST IS REVIEWED BI-MONTHLY AT THE BOARD OF DIRECTORS MEETING. FORM 990, PART VI, SECTION B, LINE 15A BOARD OF DIRECTORS REVIEWS ACCOMPLISHMENTS OF THE CEO, OBTAINS CURRENT RATES OF COMPARABLE POSITIONS AND MAKES A RECOMMENDATION BASED ON THESE CRITERIA ALONG WITH ANY ANTICIPATED ORGANIZATION CHANGES. THE COMPENSATION LEVEL IS THEN APPROVED AND DOCUMENTED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE PROVIDED BY REQUEST. FORM 990, PART XI, LINE 9: CHANGE EQUITY IN INCOME OF CLARC PROPERTIES, INC. -11,360. PART XII, LINE 2C THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED ANNUALLY BY AN INDEPENDENT PUBLIC ACCOUNTANT. THE BOARD OF DIRECTORS ASSUMES ALL RESPONSIBILITY FOR OVERSIGHT OF THE ANNUAL AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CLARC PROPERTIES 620-B RESEARCH COURT FREDERICK MD 21703 521968090 LESSOR MD 501(C)(25) 0 COLLINS WAY INC 620-B RESEARCH COURT FREDERICK MD 21703 521864119 SUPPORTIVE RESIDENTIAL FACILITIES MD 501(C)(3) LINE 7 COMMUNITY LIVING INC 0 SERGENT'S WAY INC 620-B RESEARCH COURT FREDERICK MD 21703 521731155 SUPPORTIVE RESIDENTIAL FACILITIES MD 501(C)(3) LINE 7 COMMUNITY LIVING INC 0 THOMAS' CONTENTMENT INC 620-B RESEARCH COURT FREDERICK MD 21703 521959450 SUPPORTIVE RESIDENTIAL FACILITIES MD 501(C)(3) LINE 7 COMMUNITY LIVING INC 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 COLLINS WAY INC L 26615 ACTUAL RECEIVED SURGENTS WAY INC L 26699 ACTUAL RECEIVED THOMAS CONTENTMENT INC L 27332 ACTUAL RECEIVED CLARC PROPERTIES INC K 35000 ACTUAL PAID