2024-05-15T10:15:11-05:00 2023-06-30 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2022-07-01 520305098 THE ENGINEERING SOCIETY OF BALTIMORE INC ENGI 4105396914 11 WEST MT VERNON PLACE BALTIMORE MD 21201 J AUSTIN BITNER EXECUTIVE DIRECTOR 4105396914 2024-05-14 1 J AUSTIN BITNER 999009999 0 CHRISTOPHER G LEHMAN P02033500 4105840060 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ARTHUR BARRETT 11 WEST MT VERNON PLACE BALTIMORE MD 21201 2054051 0 X WWW.ESB.ORG X 1905 MD TO PROVIDE PERSONAL, PROFESSIONAL & SOCIAL DEVELOPMENT TO ITS MEMBERS AND TO PRESERVE, PROMOTE, MAINTAIN & DISPLAY THE GARRETT-JACOBS MANSION. 14 13 47 13 0 0 0 0 593334 662449 0 0 874433 937452 1467767 1599901 0 0 0 0 879150 986626 0 0 0 960974 1011826 1840124 1998452 -372357 -398551 7409948 6999044 3078485 3066132 4331463 3932912 TO PROVIDE PERSONAL, PROFESSIONAL & SOCIAL DEVELOPMENT TO ITS MEMBERS AND TO PRESERVE, PROMOTE, MAINTAIN & DISPLAY THE GARRETT-JACOBS MANSION IN WHICH IT IS HOUSED. 0 0 1998452 THE ENGINEERING SOCIETY OF BALTIMORE DRAWS TOGETHER SUCCESSFUL AND ASPIRING PROFESSIONALS FROM ALL DISCIPLINES THROUGHOUT THE REGION TO ENGAGE IN BUSINESS AND SOCIAL INTERACTION, AND TO PARTICIPATE IN ITS LONG STANDING COMMITTMENT TO THE PRESERVATION AND RESTORATION OF THE GRACIOUS AND HISTORIC GARRETT-JACOBS MANSION. 1998452 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 1 0 0 1 47 1 1 1 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 1 0 0 MD X J AUSTIN BITNER 4105396914 11 WEST MT VERNON PLACE BALTIMORE MD 21201 AVILA MARCO DIRECTOR 5.00 X 0 0 0 CALDWELL JEFF DIRECTOR 5.00 X 0 0 0 CASANOVA BARRY W DIRECTOR 5.00 X 0 0 0 DORF JAMES DIRECTOR 5.00 X 0 0 0 KARAS KEITH DIRECTOR 5.00 X 0 0 0 LANGE JEFF PAST PRESIDENT 5.00 X 0 0 0 LEGALUPPI MARCO 1ST VICE PRESIDENT 5.00 X X 0 0 0 NELSON KIM DIRECTOR 5.00 X 0 0 0 SIENICKI RICHARD DIRECTOR 5.00 X 0 0 0 STEPHEN HARRY PRESIDENT 5.00 X X 0 0 0 STRAUS ALAN DIRECTOR 5.00 X 0 0 0 TAYLOR RONALD W LEGAL ADVISOR 5.00 X 0 0 0 WEISS JOHN C JC FINANCIAL ADVISOR 5.00 X 0 0 0 BITNER J AUSTIN EXECUTIVE DIRECTOR 5.00 X 109356 0 0 109356 0 0 1 0 0 0 0 DUES 900099 622449 622449 INITIATION FEES 900099 40000 40000 662449 32264 85038 0 0 32264 85038 117302 117302 969483 454150 515333 515333 FOOD & BEVERAGE MISC. 900099 240232 240232 OTHER 900099 64585 64585 304817 1599901 1482599 0 117302 116556 680730 2610 112828 73902 12140 17507 9422 22307 121872 808 81129 287040 51159 ALL OTHER EXPENSES 337875 BANK FEES 42335 REFUSE 13632 TELEPHONE 8010 6590 1998452 326948 13317 49248 226693 56908 57891 46051 36063 11322529 4657449 6930793 6665080 7409948 6999044 460352 472144 251979 321982 2180234 2172586 97000 88920 99420 3078485 3066132 X 4331463 3932912 4331463 3932912 7409948 6999044 -398551 0 X X 0 0 0 89178 89178 10573266 4657449 5915817 660085 660085 6665080 DEPOSIT 99420 99420 X PART X, LINE 2: THE SOCIETY'S MEMBERSHIP ACTIVITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) 501(C)(7). ALL INVESTMENT INCOME AND INCOME GENERATED FROM NONMEMBER ACTIVITIES IS SUBJECT TO INCOME TAXES AT CORPORATE RATES. THE PROVISIONS INCLUDED IN 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 THRESHOLDK OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSTIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SOCIETY PERFORMED AN EVALUATION OF UNCERTAIN TAX POSTIONS AS OF JUNE 30, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE 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 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WCHICH THE SOCIETY FILES TAX RETURNS. IT IS THE SOCIETY'S POLICY TO RECOGNIZE INTEREST AND /OR PENALTIES RELATED TO UNCERTAIN TAX POSITION, IF ANY, IN INCOME TAX EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD PER PAGE 9, PART VIII, LINE 10B PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD PER PAGE 9, PART VIII, LINE 10B FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS CIRCULATED TO BOARD MEMBERS FOR APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 15A ANNUAL REVIEW OF EXECUTIVE DIRECTOR WITH BONUS PROCESS AS REQUIRED BY HIS CONTRACT; SUBJECTIVE AND OBJECTIVE CRITERIA - REVIEW DONE BY EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE ESB EDUCATION FOUNDATION INC 11 WEST MOUNT VERNON PLACE BALTIMORE MD 21201 521780526 FUNDING FOR QUALIFIED UNDERGRADUATES MD 501(C)(3) LINE 7 N/A 0 GARRETT- JACOBS MANSION ENDOWMENT FUND INC 11 WEST MOUNT VERNON PLACE BALTIMORE MD 21201 521795790 PRESERVATION OF HISTORIC LANDMARK, GARRETT- JACOBS MANSION MD 501(C)(3) LINE 7 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GARRETT-JACOBS MANSION ENDOWMENT FUND INC E 100000 FMV ENGINEERING SOCIETY OF BALTIMORE EDUCATION FOUNDATION INC E 151389 FMV