2026-01-30T08:24:19-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-07-01 263248227 COLUMBIA VANTAGE POINT FOUNDATION INC COLU 4109645454 5400 VANTAGE POINT ROAD COLUMBIA MD 21044 STEPHEN BARON PRESIDENT 4109645454 2026-01-22 1 1 DANIELLE NIHILL P01350943 7819821001 2026-01-22 2024 2025-03-06 01:10:19Z STEPHEN BARON 5400 VANTAGE POINT ROAD COLUMBIA MD 21044 843336 0 X WWW.VANTAGEPOINTGIVES.ORG X 2008 MD SEE SCHEDULE O.THE MISSION OF THE COLUMBIA VANTAGE POINT FOUNDATION IS TO RAISE, INVEST, AND DEPLOY FUNDS ON BEHALF OF COLUMBIA VANTAGE HOUSE CORPORATION, TO SUPPORT AND ADVANCE THE WELL-BEING OF THOSE LIVING THERE. 9 9 0 12 0 0 86197 213345 0 0 13096 82969 0 0 99293 296314 4775 1638 0 0 0 0 0 0 55 97893 291203 102668 292841 -3375 3473 911727 936564 7069 12517 904658 924047 X COLUMBIA VANTAGE POINT FOUNDATION, INC., IS A 501(C)(3) PUBLIC CHARITY THAT SUPPORTS COLUMBIA VANTAGE HOUSE CORPORATION (CVHC), A 501(C)(3) PUBLIC CHARITY CORPORATION ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. (CONTINUED ON SCHEDULE O.)THE FOUNDATION PROVIDES THIS SUPPORT PRIMARILY BY RAISING, INVESTING AND DEPLOYING FUNDS ON BEHALF OF CVHC IN ORDER TO HELP FINANCIALLY SECURE IMPROVEMENTS AND ACTIVITIES THAT ADVANCE THE WELL-BEING OF CVHC'S RESIDENTS. 0 0 241928 1638 0 COLUMBIA VANTAGE POINT FOUNDATION, INC., IS A SUPPORTING ORGANIZATION OF COLUMBIA VANTAGE HOUSE CORPORATION, A 501(C)(3) PUBLIC CHARITY THAT IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. IN PROVIDING THIS SUPPORT, THE FOUNDATION IS GUIDED BY THESE CORE VALUES: (1) EMPOWERED CONNECTION: TO CONTINUALLY SEEK TO PROVIDE RESOURCES THAT EMPOWER RESIDENTS TO REMAIN CONNECTED WITHIN THE RESIDENCES AT VANTAGE POINT, AS WELL AS WITH THE GREATER COMMUNITY; (2) FORWARD THINKING: TO CONSTANTLY SEEK WAYS TO ENHANCE THE QUALITY OF RESIDENTS' LIVES ALLOWING FOR CONTINUED INDEPENDENCE, PERSONAL GROWTH AND FINANCIAL STABILITY; AND (3) STEWARDSHIP: TO BE RESPONSIBLE AND CONSCIENTIOUS GUARDIANS OF OUR RESOURCES AND ASSETS FOR THE BENEFIT OF THE RESIDENTS AND THE GREATER COMMUNITY. 241928 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 MD X HEATHER WARBLE 4109921215 5400 VANTAGE POINT ROAD COLUMBIA MD 21044 X STEPHEN BARON PRESIDENT 2.00 0.25 X X 0 0 0 DANIEL BALKIN VICE PRESIDENT 4.00 5.00 X X 0 0 0 SHARI MCKONE SECRETARY AS OF JANUARY 2025 1.00 0.00 X X 0 0 0 MIKE HOBAN TREASURER AS OF JANUARY 2025 3.00 0.00 X X 0 0 0 CLAIRE LEA SECRETARY TO JANUARY 2025 1.00 0.00 X X 0 0 0 JIM VINCENT TREASURER TO JANUARY 2025 3.00 0.00 X X 0 0 0 FRANK ALSTON DIRECTOR 1.00 0.00 X 0 0 0 DR LILLIAN BAUDER DIRECTOR 1.00 0.00 X 0 0 0 EDWARD JACOBS DIRECTOR 1.00 0.00 X 0 0 0 DR CAROL ANN LEAL DIRECTOR 1.00 0.00 X 0 0 0 VIRGINIA M THOMAS DIRECTOR 4.00 4.00 X 0 0 0 0 0 0 0 0 0 0 0 213345 213345 25980 25980 604011 547022 56989 56989 56989 296314 0 0 82969 X 1638 1638 7336 7336 264539 222744 41795 476 421 55 2511 2016 495 FLOWERS AND DECOR 11243 10663 580 TRAINING AND LICENSES 1266 1266 MAINTENANCE AND REPAIRS 28 28 3804 3601 203 292841 241928 50858 55 253103 73119 658624 863445 911727 936564 7069 12517 7069 12517 X 387662 429723 516996 494324 904658 924047 911727 936564 3473 15916 0 X 0 1 X 1 0 X X X 1 COLUMBIA VANTAGE HOUSE CORPORATION 521533715 10 1 241928 0 1 241928 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 516996 213020 235962 494054 499028 75164 57196 516996 496221 14485 11678 499028 493190 74340 71309 496221 562170 11565 80545 493190 0.00000 0.00000 1.00000 0 0 0 DUE TO AFFILIATES 12517 12517 X PART V, LINE 4: ENDOWMENT FUNDS ARE HELD BY COLUMBIA VANTAGE POINT FOUNDATION, INC., FOR THE PURPOSE OF PROVIDING ASSISTANCE TO COLUMBIA VANTAGE HOUSE CORPORATION (CVHC), A RELATED 501(C)(3) PUBLIC CHARITY. CHVC FURTHER DESIGNATED THAT THE PURPOSE OF THE ENDOWMENT FUNDS WILL BE RESERVED SPECIFICALLY FOR PROVIDING ASSISTANCE TO THE COMMUNITY'S RESIDENTS. PART X, LINE 2: THE FOUNDATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE IRC. THE FOUNDATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE FOUNDATION HAS IMPLEMENTED PROCESSES TO ENSURE CORPORATE COMPLIANCE WITH THE INTERNAL REVENUE SERVICE INTERMEDIATE SANCTIONS PROVISION. THESE PROCESSES INCLUDE ANNUAL REVIEW BY THE EXECUTIVE COMMITTEE OF EXECUTIVE TEAM COMPENSATION, AND ANNUAL REVIEW BY THE BOARD OF DIRECTORS OF THE PERFORMANCE AND COMPENSATION OF THE CORPORATION'S EXECUTIVE DIRECTOR. THE BOARD ENGAGES IN ANNUAL CORPORATE COMPLIANCE EDUCATION, HAS ADOPTED AND REVIEWS AT LEAST ANNUALLY A WRITTEN CORPORATE COMPLIANCE PROGRAM AND CODE OF CONDUCT, AND HAS A DETAILED CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF COLUMBIA VANTAGE POINT FOUNDATION, INC. IS COLUMBIA VANTAGE HOUSE CORPORATION, A RELATED 501(C)(3) PUBLIC CHARITY. FORM 990, PART VI, SECTION A, LINE 7A COLUMBIA VANTAGE HOUSE CORPORATION HAS THE AUTHORITY TO APPOINT AT LEAST A MAJORITY OF THE DIRECTORS TO THE BOARD OF COLUMBIA VANTAGE POINT FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B ANY ADOPTION, AMENDMENT OR REPEAL OF THE GOVERNING DOCUMENTS MUST BE RATIFIED BY COLUMBIA VANTAGE HOUSE CORPORATION IN WRITING BEFORE IT BECOMES EFFECTIVE. FORM 990, PART VI, SECTION A, LINE 8B THERE WERE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN THE FOUNDATION BOARD, EXECUTIVE DIRECTOR, AND DIRECTOR OF FINANCE REVIEW THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO THE BOARD OF DIRECTORS, ALL MEMBERS OF STANDING AND ADVISORY COMMITTEES, ANY BOARD OR COMMITTEE MEMBER'S IMMEDIATE FAMILY OR ANY PERSON ACTING ON THE BOARD OR COMMITTEE MEMBER'S BEHALF AND IS MONITORED BY THE EXECUTIVE DIRECTOR. ANNUAL CONFLICT OF INTEREST DISCLOSURES ARE REQUIRED OF ALL BOARD MEMBERS. IN ADDITION TO THE ANNUAL DISCLOSURE, THE POLICY INCLUDES A DUTY TO TIMELY DISCLOSE SHOULD A POTENTIAL CONFLICT ARISE. AFTER DISCLOSURE OF A POTENTIAL CONFLICT AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A BOARD OR COMMITTEE MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE BOARD OR COMMITTEE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD SUCH BOARD OR COMMITTEE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 222,744. MANAGEMENT AND GENERAL EXPENSES 41,795. TOTAL EXPENSES 264,539. COLUMBIA VANTAGE HOUSE CORPORATION 5400 VANTAGE POINT ROAD COLUMBIA MD 21044 521533715 OPERATE NONDENOMINATIONAL SENIOR LIVING CONTINUING CARE RETIREMENT COMMUNITY MD 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0