2024-04-26T13:12:43-05:00 2023-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-07-01 475323918 HUNTERS WOODS ELDERLY DEVELOPMENTS OF VIRGINIA INC HUNT 7036204450 11260 ROGER BACON DRIVE STE 20 RESTON VA 20190 MARK FLEMING TREASURER 7036204450 2024-04-26 1 MARK FLEMING XXX-XX-XXXX 1 KERRI N BOGDA CPA P00760402 7177404863 2024-04-26 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CARL A JENKINS 11260 ROGER BACON DRIVE STE 20 RESTON VA 20190 4403804 0 X WWW.FELLOWSHIPSQUARE.ORG X 1979 VA AFFORDABLE HOUSING AND SERVICES FOR LOW INCOME SENIORS AND THOSE WHO ARE PHYSICALLY DISABLED. 8 8 12 175 0 0 0 127832 4093825 4231944 32373 8720 96750 35308 4222948 4403804 0 0 0 0 898949 952131 0 0 0 2069555 3489167 2968504 4441298 1254444 -37494 30664446 29569656 23198046 22487678 7466400 7081978 X THE ORGANIZATION PROVIDES AFFORDABLE HOUSING AND SERVICES TO OLDER ADULTS. 0 0 4117238 0 4231944 FELLOWSHIP SQUARE PROVIDES AFFORDABLE HOUSING AND SERVICES TO SENIORS, 62 AND OLDER, AT FOUR APARTMENT BUILDINGS WITHIN THE WASHINGTON DC REGION. IN 1979, FELLOWSHIP SQUARE OPENED HUNTERS WOODS FELLOWSHIP HOUSE (HWFH), AN INDEPENDENT LIVING COMMUNITY OF 224 APARTMENTS AND A VARIETY OF PROGRAMS AND SUPPORTIVE SERVICES. HWFH BOASTS A BEAUTIFULLY REDECORATED COMMON SPACE FOR ACTIVITIES, GAMES, EXERCISE, SOCIAL EVENTS, AND WELLNESS PROGRAMS. THE PROPERTY IS ADJACENT TO A LOCAL SHOPPING PLAZA WHICH MAKES DAILY ERRANDS EASY AND CONVENIENT FOR RESIDENTS. THE PROPERTY OPERATES A 14-SEAT PASSENGER VAN FOR WEEKLY SHOPPING AND ERRANDS AND SEASONAL FIELD TRIPS FOR RESIDENTS. THE ORGANIZATION RELIES ON A VARIETY OF PROGRAMS AND COMMUNITY PARTNERS, SUCH AS HEALTHCARE SPECIALISTS, LEGAL EXPERTISE AND OTHER PRO BONO SERVICES FOR RESIDENT EDUCATION AND WELLNESS. AN ONSITE SERVICE COORDINATOR WORKS WITH RESIDENTS TO NAVIGATE MEDICARE, MEDICAID, AND OTHER BENEFITS TO WHICH THEY ARE ENTITLED, AND SERVES AS A LINCHPIN TO CONNECT RESIDENTS WITH OTHER COMMUNITY RESOURCES. THE PROPERTY OPERATES UNDER SECTION 223 (F) OF THE NATIONAL HOUSING ACT AND PARTICIPATES IN THE SECTION 8 PROGRAM. 4117238 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 X 0 0 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X CHRISTY ZEITZ 7038602536 11260 ROGER BACON DRIVE STE 20 RESTON VA 20190 X CARL A JENKINS PRESIDENT 0.75 0.75 X X 0 0 0 JORN DALBOE VICE PRESIDENT 0.50 0.00 X X 0 0 0 TIERRA FAGGINS DIRECTOR 0.38 0.00 X X 0 0 0 MARK FLEMING TREASURER 0.75 0.75 X X 0 0 0 BOB THOMPSON DIRECTOR 0.38 0.38 X 0 0 0 PARWEEN NOORUDDIN DIRECTOR 0.38 0.00 X 0 0 0 ZHIJUN CAI SECRETARY 0.50 0.00 X 0 0 0 PAULA MANN DIRECTOR 0.38 0.00 X 0 0 0 CHRISTINA ZEITZ CEO 1.00 37.50 X 0 172731 24475 0 172731 24475 0 0 1 0 BM CONTRACTING LLC 5693 BRIAR GROVE COURT FREDERICK MD 21703 CONTRACTORS 631024 FELLOWSHIP SQUARE FOUNDATION 440 MONTICELLO AVE 1700 RESTON VA 23510 MANAGEMENT FEES 358500 SL NUSBAUM 11260 ROGER BACON DRIVE STE 20 NORFLOK VA 20190 MANAGEMENT FEES 170908 3 127832 127832 127832 TENANT RENTS 531110 4231944 4231944 4231944 8720 8720 CABLE INCOME 900099 27063 27063 TENANT CHARGES 900099 3680 3680 LAUNDRY AND VENDING 900099 2114 2114 2451 2451 35308 4403804 4231944 0 44028 X 824229 824229 6229 6229 61853 61853 59820 59820 170908 170908 11290 11290 17450 17450 397863 397863 48 48 226691 112046 114645 1562329 1562329 9244 9244 1022694 1022694 58594 58594 LICENSE & FEES 12056 2289 9767 4441298 4117238 324060 0 2981404 563000 5867 180 39850241 11904302 25945950 27945939 1731225 1060537 30664446 29569656 557045 249006 51060 52467 22535273 22175260 54668 10945 23198046 22487678 X 7466400 7081978 7466400 7081978 30664446 29569656 X -37494 2453 -349381 X 0 1 X 1 1 1 X 127832 127832 3334429 3615709 3767609 4093825 4231944 19043516 3334429 3615709 3767609 4093825 4359776 19171348 0 0 0 19171348 295 2187 48619 32373 8720 92194 295 2187 48619 32373 8720 92194 67664 62587 60487 96750 37761 325249 3402388 3680483 3876715 4222948 4406257 19588791 0.97870 0.97180 0.00470 0.00450 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: BEAUTY SHOP - 2018 AMOUNT: $ 220. 2019 AMOUNT: $ 200. 2022 AMOUNT: $ 1,125. CABLE TV INCOME - 2018 AMOUNT: $ 57,769. 2019 AMOUNT: $ 53,562. 2020 AMOUNT: $ 57,409. 2021 AMOUNT: $ 60,954. 2022 AMOUNT: $ 27,063. COVID/CSP FUNDS - 2021 AMOUNT: $ 30,167. 2022 AMOUNT: $ 495. LAUNDRY AND VENDING - 2018 AMOUNT: $ 3,768. 2019 AMOUNT: $ 5,469. 2020 AMOUNT: $ 1,658. 2021 AMOUNT: $ 1,751. 2022 AMOUNT: $ 2,114. MAINTENANCE FEES - 2018 AMOUNT: $ 837. 2019 AMOUNT: $ 725. 2020 AMOUNT: $ 419. 2021 AMOUNT: $ 449. 2022 AMOUNT: $ 831. MISCELLANEOUS - 2018 AMOUNT: $ 4,183. 2019 AMOUNT: $ 459. 2020 AMOUNT: $ 26. 2021 AMOUNT: $ 199. 2022 AMOUNT: $ 2,453. TENANT CHARGES - 2018 AMOUNT: $ 887. 2019 AMOUNT: $ 2,172. 2020 AMOUNT: $ 975. 2021 AMOUNT: $ 3,107. 2022 AMOUNT: $ 3,680. PARKING INCOME - 2021 AMOUNT: $ 123. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 425000 425000 38819383 11564171 27255212 498657 304075 194582 107201 36056 71145 27945939 DUE TO RELATED PARTY 10945 10945 4056876 -219096 -219096 4275972 127832 127832 4403804 4441298 0 4441298 0 4441298 PART IV, LINE 2B: THE ESCROW ACCOUNT HOLDS TENANT SECURITY DEPOSITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFER TO RELATED PARTY -221,549. PRIOR PERIOD ADJUSTMENT 2,453. PART XI, LINE 4B - OTHER ADJUSTMENTS: NON-CASH CONTRIBUTIONS FROM AFFILATE NOT RECORDED ON BOOKS 127,832. 0 0 0 0 0 0 0 0 0 CHRISTINA ZEITZ CEO 0 160000 0 12731 0 0 0 11200 0 13275 0 197206 0 0 PART I, LINE 3 THE CEO IS COMPENSATED BY A RELATED ORGANIZATION, FELLOWSHIP SQUARE FOUNDATION. WHEN EXAMINING COMPENSATION FOR A NEW CEO, THE BOARD REVIEWS COMPENSATION SURVEYS TO ENSURE OFFICER COMPENSATION IS WITHIN FAIR MARKET VALUE FOR THE INDUSTRY. THE BOARD ALSO USES THE SERVICES OF AN HUMAN RESOURCES CONSULTANT WHO PREPARES MARKET STUDIES AS AN ADDED TOOL IN THE DETERMINATION PROCESS. THEREAFTER, THE BOARD REVIEWS THE CEO'S PERFORMANCE AND DETERMINES HIS OR HER COMPENSATION ON AN ANNUAL BASIS. X 1 122669 COST X GENERAL SUPPLIES 1 5163 COST 0 0 0 0 PART I, COLUMN (B): THE NUMBERS IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS. FORM 990, PART V, LINE 2A: THE FILING ORGANIZATION DOES NOT PREPARE ITS OWN PAYROLL REPORTS. THE MANAGEMENT COMPANY, S.L. NUSBAUM FILES ALL PAYROLL INFORMATION, SUCH AS W-2S, AND ALLOCATE SALARIES TO THE RESPECTIVE ORGANIZATIONS' OPERATIONS AS APPROPRIATE AS THE STAFF MEMBERS ARE S.L. NUSBAUM EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION'S ACTIVITIES ARE MANAGED BY A REAL ESTATE MANAGEMENT FIRM, S.L. NUSBUAM. THE COMPANY PROVIDES ACCOUNTING, HUMAN RESOURCE, AND MANAGEMENT OVERSIGHT FOR THE ORGANIZATION. T. PICA WAS AN EMPLOYEE OF S. L. NUSBAUM AND THE MANAGER FOR THE PROPERTY UNTIL MARCH 3, 2023. HER COMPENSATION, WHICH REFLECTS HER MANAGEMENT FOR THIS AND OTHER PROPERTIES, WAS $84,801. JOAO WONG REPLACED HER AS MANAGER OF THE PROPERTY IN JULY 2023. FORM 990, PART VI, SECTION A, LINE 6 FELLOWSHIP SQUARE FOUNDATION, INC. (EIN 52-6067043) IS THE OWNER OF HUNTERS WOODS ELDERLY DEVELOPMENTS OF VIRGINIA, INC. ACCORDING TO HUNTER WOODS' BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A THE FELLOWSHIP SQUARE FOUNDATION, INC. HAS THE ABILITY TO APPOINT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE FELLOWSHIP SQUARE FOUNDATION, INC. APPROVES MANY DECISIONS MADE BY THE HUNTERS WOODS BOARD OF DIRECTORS, AS OUTLINED IN THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B FELLOWSHIP SQUARE EXECUTIVE STAFF PERFORM AN INITIAL REVIEW. ONCE APPROVED, THE FINANCE COMMITTEE REVIEWS THE DRAFT AND SUBSEQUENTLY THE WHOLE BOARD REVIEWS AND APPROVES THE 990 PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES EACH DIRECTOR AND/OR OFFICER TO ANNUALLY DISCLOSE HIS/HER KNOWLEDGE AND UNDERSTANDING OF THE POLICY WHICH INCLUDES THE DUTY OF THE DIRECTOR AND/OR OFFICER TO DISCLOSE TO THE BOARD OF DIRECTORS ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE POLICY. THE BOARD OF DIRECTORS (EXCLUDING ANY MEMBER WHO IS PARTY TO THE CONFLICT) IS RESPONSIBLE FOR REVIEWING THE POTENTIAL CONFLICT AND MAKING THE DETERMINATION IF AN ACTUAL CONFLICT OF INTEREST EXISTS. UPON KNOWLEDGE THAT A CONFLICT WAS NOT PROPERLY DISCLOSED TO THE BOARD OF DIRECTORS, APPROPRIATE CORRECTIVE AND DISCIPLINARY ACTIONS SHALL BE TAKEN. INDIVIDUALS PARTY TO ANY CONFLICTS OF INTEREST SHALL BE PRECLUDED FROM VOTING ON ANY MATTERS ASSOCIATED WITH THE ARRANGEMENT OR TRANSACTION INVOLVING SUCH CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A: CHRISTINA ZEITZ IS THE CEO OF FELLOWSHIP SQUARE FOUNDATION, THE PARENT ORGANIZATION OF THE FILING ORGANIZATION. THE CEO HAS OVERALL RESPONSIBILITY FOR THE ORGANIZATION, HOWEVER, HER TIME SPENT ON EACH OF THE AFFILIATED ORGANIZATIONS IS VARIABLE. RATHER THAN MAKE ASSUMPTIONS ABOUT TIME SPENT ON EACH ORGANIZATION, ALL TIME IS REFLECTED AT THE FELLOWSHIP SQUARE FOUNDATION ORGANIZATION. FORM 990, PART IX, LINES 7-10 THE PAYROLL EXPENSES ARE FOR THE MANAGEMENT COMPANY, S.L. NUSBAUM EMPLOYEES, RESPONSIBLE FOR MANAGING THE PROPERTY. FORM 990, PART XI, LINE 9: TRANSFER TO RELATED PARTY -221,549. NON-CASH CONTRIBUTIONS FROM AFFILIATE NOT RECORDED ON BOOKS -127,832. FELLOWSHIP SQUARE FOUNDATION 11260 ROGER BACON DRIVE STE 20 RESTON VA 20190 526067043 RENTAL REAL ESTATE, LOW INCOME HOUSING DC 501(C)3 LINE 10 N/A 0 LARGO LANDING ELDERLY DEVELOPMENTS INC 1077 LARGO ROAD UPPER MARLBORO MD 20774 521264032 RENTAL REAL ESTATE, LOW INCOME HOUSING MD 501(C)3 LINE 10 FELLOWSHIP SQUARE FOUNDATION 0 LAKE RIDGE ELDERLY DEVELOPMENT INC 12800 HARBOR DRIVE WOODBRIDGE VA 22192 208705744 RENTAL REAL ESTATE, LOW INCOME HOUSING VA 501(C)3 LINE 10 FELLOWSHIP SQUARE FOUNDATION 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0