2025-11-11T11:47:21-06:00 2024-12-31 205991824 SC&H GROUP INC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2024-01-01 520880429 HERITAGE HOUSING PARTNERS CORPORATION HERI 4435187687 9770 PATUXENT WOODS DRIVE 305 COLUMBIA MD 21046 SHAUN EDDY PRESIDENT 4435187685 2025-11-05 1 1 TRAVIS DANIEL P01289276 4104031500 2025-11-05 2024 2025-03-06 01:10:19Z GRACE MORRIS 9770 PATUXENT WOODS DRIVE SUITE 305 COLUMBIA MD 21044 1956196 0 X WWW.HHPCORP.ORG/ X 1967 MD TO PROVIDE SAFE, HIGH QUALITY, AFFORDABLE RENTAL HOUSING TO LOW AND MODERATE-INCOME FAMILIES. 9 9 10 11 0 0 0 862945 813959 806208 -213146 54204 72750 61675 673563 1785032 15409 40722 0 0 296800 302814 0 0 0 612625 1451051 924834 1794587 -251271 -9555 11334376 11289450 3782185 3670453 7552191 7618997 X TO BE THE PREMIER NON-PROFIT AGENCY IN HOWARD COUNTY PROVIDING SAFE, HIGH QUALITY, AFFORDABLE RENTAL HOUSING TO LOW AND MODERATE-INCOME FAMILIES, INDIVIDUALS, SENIOR CITIZENS, AND FOR THOSE WHO ARE PHYSICALLY AND MENTALLY CHALLENGED. TO WORK IN PARTNERSHIP TO DEVELOP HOMEOWNER OPPORTUNITIES FOR LOW AND MODERATE-INCOME INDIVIDUALS AND FAMILIES IN SUPPORT OF EDUCATIONAL PROGRAMS FOR THE BETTERMENT OF LOW AND MODERATE-INCOME CHILDREN AND ADULTS IN THE COUNTY. 0 0 1284721 40722 463439 THE ORGANIZATION IS A NONPROFIT ORGANIZATION FORMED FOR THE PURPOSE OF ACQUIRING, REHABILITATING, OPERATING, MAINTAINING, AND MANAGING LOW- AND MODERATE-INCOME HOUSING PROJECTS. THE ORGANIZATION OWNS AND OR MANAGES OVER 250 UNITS IN HOWARD COUNTY AND BALTIMORE CITY. WITH THE MERGER OF HHP AND PRF, HHP NOW OWNS THE TWO PROPERTIES AND LAND ON N CHATHAM RD AND EQUITY SHARES IN NUMEROUS PROPERTIES IN THE COUNTY. DURING THE YEAR ENDED DECEMBER 31, 2024, HHP ENTERED INTO A GRANT AGREEMENT WITH HOWARD COUNTY, MARYLAND, TO PROVIDE RENTAL ASSISTANCE SERVICES APPROXIMATELY 47 TENANTS EXPERIENCING HOMELESSNESS ACROSS MULTIPLE APARTMENT COMPLEXES IN HOWARD COUNTY. 428256 404444 THE ORGNIZATION OWNS A 16-UNIT RENTAL PROPERTY, OAKLAND PLACE, THAT PROVIDES AFFORDABLE HOUSING. 1712977 1 1 0 0 0 0 0 0 1 0 1 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 10 1 0 0 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 1 0 MD X ROBERT LENTZ - CONTROLLER 4435187685 9770 PATUXENT WOODS DRIVE MAIL STOP COLUMBIA MD 21046 SHAUN EDDY PRESIDENT 0.50 0.00 X X 0 0 0 EDWARD PLITT III VICE PRESIDENT 0.50 0.00 X X 0 0 0 HEATHER SWAN SECRETARY 0.50 0.00 X X 0 0 0 MARY CALDER BOARD MEMBER 0.50 0.00 X 0 0 0 LORI CLEMONS BOARD MEMBER 0.50 0.00 X 0 0 0 CLAUDE DE VASTEY JONES ESQ BOARD MEMBER 0.50 0.00 X 0 0 0 SHERMAN HOWELL BOARD MEMBER 0.50 0.00 X 0 0 0 VIPIN SAHIJWANI BOARD MEMBER 0.50 0.00 X 0 0 0 CHARLES STOKES III BOARD MEMBER 0.50 0.00 X 0 0 0 GRACE MORRIS EXECUTIVE DIRECTOR 32.50 19.50 X 104254 0 405 GUY COATES MAINTENANCE SUPERVISOR 40.00 0.00 X 115589 0 5293 219843 0 5698 2 0 0 0 0 862945 862945 RENTAL INCOME 531110 459503 459503 MANAGEMENT FEES 531390 151443 151443 NOTES RECEIVABLE INTER 531390 103762 103762 PARTNERSHIP FEES 531390 61000 61000 INCENTIVE MANAGEMENT F 531390 30500 30500 806208 72663 72663 152705 171164 -18459 -18459 -18459 MISCELLANEOUS REVENUE 531390 61675 61675 61675 1785032 867883 0 54204 X 39200 39200 1522 1522 104659 104659 167127 148182 18945 8736 8736 22292 22292 3375 3375 18453 18453 44212 44212 48077 48077 2808 2808 1162396 1162396 218 218 114150 114150 5611 5611 RESIDENT INITIATIVE 36000 36000 MISCELLANEOUS FEES 214 214 15537 15537 1794587 1712977 81610 0 201366 120863 167809 105744 194994 294208 2973753 2884025 53332 135719 5868552 763244 5203890 5105308 1505786 1611657 939731 939720 93715 92206 11334376 11289450 64224 67336 2266 4834 42797 44022 3640162 3524615 32736 29646 3782185 3670453 X 7552191 7618997 7552191 7618997 11334376 11289450 -9555 76361 0 X 0 1 X 1 0 X 1562 340 0 0 862945 864847 1318421 785759 727175 886709 867883 4585947 1319983 786099 727175 886709 1730828 5450794 0 243916 372833 285548 522083 366065 1790445 243916 372833 285548 522083 366065 1790445 3660349 37965 151720 150000 46038 72663 458386 37965 151720 150000 46038 72663 458386 1357948 937819 877175 932747 1803491 5909180 0.61940 0.55440 0.07760 0.08900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1747844 1747844 4092667 751382 3341285 19500 6237 13263 4710 4710 0 3831 915 2916 5105308 CAPITAL PROJECT INVESTMENT 42600 C INVESTMENT IN SH GP 368888 C NOTE RECEIVABLE CDGB 528232 C 939720 LEASE LIABILITY - NONCURRENT 20915 MISC. CURRENT LIABILITIES 8731 29646 2842366 76361 1280927 1357288 1485078 299954 299954 1785032 2915037 1499333 1499333 1415704 378883 378883 1794587 PART IV, LINE 2B: THE AMOUNTS OF $44,022 AND $42,797 AS OF DECEMBER 31, 2023 AND 2022, RESPECTIVELY, REPRESENT ESCROW ACCOUNT OF TENANT SECURITY HELD IN TRUST. TENANT SECURITY DEPOSITS ARE HELD IN A FEDERALLY INSURED BANK PER MARYLAND RENT ESCROW LAW. PART XI, LINE 2D - OTHER ADJUSTMENTS: SHALOM HERITAGE LP REVENUE 1,260,753. ELIMINATIONS 20,174. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADD BACK OF AFFILIATE REVENUES 299,954. PART XII, LINE 2D - OTHER ADJUSTMENTS: SHALOM HERITAGE LP EXPENSES 1,479,159. ELIMINATIONS 20,174. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADD BACK OF ELIMINATION OF INTERCOMPANY TRANSACTIONS 378,883. 1 TRANSITIONAL HOUSING RESOURCES INC CO HERITAGE HOUSING PARTNERS CORP 9770 PATUXENT WOODS DRIVE SUITE 305 COLUMBIA MD 21046 522217206 501(C)(3) 39200 0 TO FUND OPERATIONAL DEFICITS FOR THE EXEMPT PURPOSE OF THE ORGANIZATION. 1 PART I, LINE 2: HERITAGE HOUSING PARTNERS CORPORATION PROVIDED FUNDING TO TRANSITIONAL HOUSING RESOURCES, INC., A TAX-EXEMPT ORGANIZATION MANAGED BY HERITAGE HOUSING PARTNERS CORPORATION THAT PROVIDES AFFORDABLE HOUSING, TO FUND OPERATIONAL CASH SHORTFALLS. HERITAGE HOUSING PARTNERS CORPORATION MONITORED THE USE OF FUNDS VIA THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE DRAFT TAX RETURN IS PROVIDED TO THE GOVERNING BODY FOR REVIEW. ANY NECESSARY CHANGES ARE COMMUNICATED TO THE ACCOUNTING FIRM AND THE TAX RETURN IS UPDATED. THE GOVERNING BODY REVIEWS AND APPROVES THE FINAL DRAFT BEFORE THE TAX RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C PERSONAL INTEGRITY AND SOUND BUSINESS PRACTICES REQUIRE THAT RELATIONSHIPS WITH VENDORS, CONTRACTORS, OR OTHERS DOING BUSINESS WITH THE ORGANIZATION BE SUCH THAT NO EMPLOYEE CAN BE ACCUSED OF CONFLICT OF INTEREST. GIFTS TO EMPLOYEES FROM VENDORS, CONTRACTORS OR OTHERS DOING BUSINESS WITH THE ORGANIZATION ARE STRICTLY PROHIBITED. EMPLOYEES CANNOT RECEIVE MONEY FROM A RESIDENT OR ANYONE ELSE TO DO WORK WHILE THE EMPLOYEE IS WORKING FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED USING SALARY SURVEYS AND BRIDGESTAR. IT IS THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. 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 IX, LINE 16 OCCUPANCY EXPENSE UTILITIES 29,191 TAXES 80,111 INSURANCE 25,391 RENT 782,083 CONTRACTS 72,999 SUPPLIES 13,636 INTEREST EXPENSE 158,985 ______________ TOTAL OCCUPANCY EXPENSE 1,162,396 OAKLAND HERITAGE LLC 9770 PATUXENT WOODS DRIVE MAIL STOP COLUMBIA MD 21046 843501098 LOW INCOME HOUSING MD 404444 4280880 HERITAGE HOUSING PARTNERS CORPORATION SHALOM SQUARE INC 9770 PATUXENT WOODS DRIVE 305 COLUMBIA MD 21046 453696733 LOW INCOME HOUSING MD 501(C)(3) LINE 10 HERITAGE HOUSING PARTNERS CORPORATION 1 SHALOM HERITAGE LP 9770 PATUXENT WOODS DRIVE 305 COLUMBIA MD 21046 813787499 RENTAL REAL ESTATE MD SHALOM HERITAGE DEVELOPMENT LLC RELATED -115132 3006633 0 1 0.00050 SHALOM HERITAGE DEVELOPMENT LLC 9770 PATUXENT WOODS DRIVE 305 COLUMBIA MD 21046 813799243 INVESTMENT MD HERITAGE HOUSING PARTNERS CORPORATION C 1 -328180 1.00000 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 SHALOM HERITAGE LP A 103762 FAIR MARKET VALUE