2025-11-16T11:54:22-06:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2024-01-01 521979394 BARTHOLOMEW HOUSE INC BART 3014936000 6001 EXECUTIVE BLVD SUITE 300 ROCKVILLE MD 20852 LEILA A FINUCANE CEO/PRESIDENT 3014936000 2025-11-15 1 1 JOLANTA TUCK P01340068 3016529100 2025-11-13 2024 2025-03-06 01:10:19Z X LEILA A FINUCANE 6001 EXECUTIVE BLVD SUITE 300 ROCKVILLE MD 20852 2821190 0 X N/A X 1996 MD ASSISTED LIVING RESIDENCE FOR LOW- AND MODERATE-INCOME FRAIL ELDERLY PERSONS. 3 3 0 3 0 0 13436 50813 1183560 2751842 901 15903 385 1465 1198282 2820023 0 150000 0 0 0 0 0 0 0 1385854 2827773 1385854 2977773 -187572 -157750 3338575 3072216 1924560 1815954 1414015 1256262 ASSISTED LIVING RESIDENCE FOR LOW- AND MODERATE-INCOME FRAIL ELDERLY PERSONS. 0 0 2749298 150000 2753307 ASSISTED LIVING RESIDENCE FOR LOW- AND MODERATE-INCOME FRAIL ELDERLY PERSONS. 2749298 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MD X SARAH O'RIELLY 3014936000 6001 EXECUTIVE BLVD SUITE 300 ROCKVILLE MD 20852 DONALD TOMASSO DIRECTOR 0.50 5.00 X 0 0 0 MICHAEL GILL DIRECTOR 0.50 5.00 X 0 0 0 MAURICE PERRY DIRECTOR 0.50 5.00 X 0 0 0 JACQUELINE R SMEDLEY VICE PRESIDENT 1.00 39.00 X 0 288368 43175 JEFFREY BLACKWELL ASST SECRETARY 1.00 39.00 X 0 253360 41004 LEILA A FINUCANE PRESIDENT & CEO 1.00 39.00 X 0 425574 54018 MICHELLE M LIMERES TREASURER 1.00 39.00 X 0 256926 43948 SARAH O'RIELLY SECRETARY 1.00 39.00 X 0 227699 42254 0 1451927 224399 0 0 1 0 0 40263 10550 50813 RENTAL INCOME-HOUSING 531110 2740770 2740770 TENANT CHARGES 531110 11072 11072 2751842 17070 17070 1167 -1167 -1167 -1167 1465 1465 1465 2820023 2753307 0 15903 150000 150000 1988588 1812773 175815 738 738 50140 50140 33079 33079 9178 9178 20511 20511 27965 25445 2520 148001 148001 2053 2053 61768 61768 180155 180155 RESIDENT SERVICES 165413 165413 REPAIRS & MAINTENANCE 123383 123383 EDUCATION/SUBSCRIPTION 6914 6914 BAD DEBT 5000 5000 4887 4887 2977773 2749298 228475 0 158602 203857 167014 28780 51767 1734 600 4840095 2659391 2312345 2180704 12320 8898 657780 626390 3338575 3072216 363656 169019 7165 15600 217021 248497 1336718 1272101 0 110737 1924560 1815954 X 1414015 1256262 1414015 1256262 3338575 3072216 -157750 -3 0 X 0 1 X 1 0 X 131777 44110 13436 50813 240136 2194953 2013224 2461522 1183560 2751842 10605101 2194953 2145001 2505632 1196996 2802655 10845237 0 0 0 10845237 6991 2480 7813 4127 17070 38481 6991 2480 7813 4127 17070 38481 535 82 385 1465 2467 2201944 2148016 2513527 1201508 2821190 10886185 0.99620 0.99650 0.00350 0.00340 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CABLE REVENUE - 2021 AMOUNT: $ 535. 2022 AMOUNT: $ 82. 2023 AMOUNT: $ 385. OTHER REVENUE - 2024 AMOUNT: $ 1,465. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 500000 500000 3731640 2241882 1489758 185098 135766 49332 423357 281743 141614 2180704 RESERVE FOR REPLACEMENTS 388686 RESIDENT SECURITY DEPOSITS 237704 626390 DUE TO AFFILIATES 110737 110737 X 2821190 0 2821190 -1167 -1167 2820023 2978940 1167 1167 2977773 0 2977773 PART IV, LINE 2B: THE ORGANIZATION HOLDS SECURITY DEPOSITS AS REQUIRED BY STATE LAW. PART X, LINE 2: BARTHOLOMEW IS TREATED AS A TAX-EXEMPT ENTITY BY THE INTERNAL REVENUE SERVICES ("IRS") PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE PERIOD ENDED DECEMBER 31, 2024. DUE TO ITS TAX-EXEMPT STATUS, BARTHOLOMEW IS NOT SUBJECT TO INCOME TAXES. BARTHOLOMEW IS REQUIRED TO FILE AND DOES FILE TAX RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND BARTHOLOMEW HAS NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. THE BARTHOLOMEW'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE JUNE 30 TAX YEARS ENDING 2021 AND 2022 AND DECEMBER 31 TAX YEAR ENDING 2023 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN OR LOSS ON DISPOSAL -1,167. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAIN OR LOSS ON DISPOSAL 1,167. 1 VICTORY HOUSING INC 6001 EXECUTIVE BLVD SUITE 300 ROCKVILLE MD 20852 521261881 501(C)(3) 150000 0 GENERAL SUPPORT 1 0 PART I, LINE 2: CONTRIBUTION WAS MADE TO AFFILIATE, THEREFORE, THE BOARD IS ABLE TO MONITOR USE OF FUNDS. 0 0 0 0 0 0 0 0 0 LEILA A FINUCANE PRESIDENT & CEO 0 327059 0 95000 0 3515 0 48228 0 5790 0 479592 0 0 JACQUELINE R SMEDLEY VICE PRESIDENT 0 241964 0 46000 0 404 0 35183 0 7992 0 331543 0 0 MICHELLE M LIMERES TREASURER 0 213126 0 43200 0 600 0 31995 0 11953 0 300874 0 0 JEFFREY BLACKWELL ASST SECRETARY 0 210760 0 42000 0 600 0 29159 0 11845 0 294364 0 0 SARAH O'RIELLY SECRETARY 0 187649 0 38850 0 1200 0 27698 0 14556 0 269953 0 0 PART I, LINE 3 THE PRESIDENT AND CHIEF EXECUTIVE OFFICER RECEIVES COMPENSATION FROM A RELATED ENTITY, VICTORY HOUSING, INC. ("VICTORY HOUSING"). VICTORY HOUSING USES AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE VICTORY HOUSING BOARD TO ESTABLISH COMPENSATION. FORM 990, PART VI, SECTION A, LINE 3 BARTHOLOMEW HOUSE HAS ENTERED INTO AN AGREEMENT WITH VHI, A RELATED PARTY CORPORATION, IN CONNECTION WITH THE MANAGEMENT OF THE RENTAL OPERATIONS OF THE PROJECT. FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONE CLASS OF MEMBERSHIP WHICH CONSISTS OF THE ARCHBISHOP OF THE ARCHDIOCESE OF WASHINGTON,THE MODERATOR OF THE CURIA OF THE ARCHDIOCESE OF WASHINGTON, THE CHANCELLOR OF THE ARCHDIOCESE OF WASHINGTON,AND THEIR SUCCESSORS IN OFFICE, EACH AS SELECTED OR APPOINTED ACCORDING TO THE DISCPLINE OF THE ROMAN CATHOLIC CHURCH. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE THE POWER TO ELECT AND REMOVE MEMBERS TO THE BOARD OF DIRECTORS AND FILL VACANCIES THAT MAY OCCUR. FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATE MEMBERS RESERVE TO THEMSELVES AUTHORITY TO AUTHORIZE THE FOLLOWING ACTIONS: (A)THE OVERSIGHT AND AUTHENTICATION OF THE CORPORATION'S MISSION; (B)THE ADOPTION OR AMENDMENT OF A MISSION STATEMENT; (C)THE AMENDMENT OF THE ARTICLES OF INCORPORATION AND THE AMENDMENT OF THE BYLAWS; (D)THE ELECTION AND REMOVAL OF MEMBERS TO THE BOARD OF DIRECTORS AND THE FILLING OF VACANCIES THAT MAY OCCUR; (E)THE APPOINTMENT AND TERMINATION OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER ("CEO"); (F)THE ACQUISITION, PURCHASE, SALE, LEASE, DISPOSITION OR HYPOTHECATION OF REAL PROPERTY BY CORPORATION; (G) THE APPROVAL OF THE BORROWING OF MONEY OR THE GUARANTEE OF ANY OBLIGATIONS; (H) THE APPROVAL OF ANY BUDGET WHICH REFLECTS AN OPERATING DEFICIT; (I) THE APPROVAL OF FISCAL AUDITORS; (J) THE MERGER, LIQUIDATION, DISSOLUTION, WINDING UP, OR ABANDONMENT OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S RELATED ORGANIZATION, VICTORY HOUSING, HAS A WRITTEN CONFLICT OF INTEREST POLICY. THE BOARD MEMBERS AND OFFICERS OF THE ORGANIZATION ACKNOWLEDGE AND ADHERE TO THIS POLICY, AND THEY ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THOSE MEMBERS OF THE BOARD FOR WHOM COMPENSATION IS REPORTED IN PART VII OF THIS FORM 990 ARE COMPENSATED BY A RELATED ORGANIZATION, VICTORY HOUSING, INC. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. ANDREW KIM HOUSE INC 6001 EXECUTIVE BLVD SUITE 300 ROCKVILLE MD 20852 522219830 REAL ESTATE MD 501(C)(3) LINE 10 VICTORY HSG 0 AVONDALE PARK APARTMENTS INC 6001 EXECUTIVE BLVD SUITE 300 ROCKVILLE MD 20852 522028130 REAL ESTATE MD 501(C)(3) LINE 10 VICTORY HSG 0 BYRON HOUSE INC 6001 EXECUTIVE BLVD SUITE 300 ROCKVILLE MD 20852 521901039 REAL ESTATE MD 501(C)(3) LINE 10 VICTORY HSG 0 CAMBRIDGE APARTMENTS INC 6001 EXECUTIVE BLVD SUITE 300 ROCKVILLE MD 20852 522231301 REAL ESTATE MD 501(C)(3) LINE 10 VICTORY HSG 0 CCS HOUSING INC 6001 EXECUTIVE BLVD SUITE 300 ROCKVILLE MD 20852 562623529 REAL ESTATE DC 501(C)(3) LINE 10 VICTORY HSG 0 CHEVAL COURT INC 6001 EXECUTIVE BLVD SUITE 300 ROCKVILLE MD 20852 202024019 REAL ESTATE MD 501(C)(3) LINE 10 VICTORY HSG 0 GRACE HOUSE INC 6001 EXECUTIVE BLVD SUITE 300 ROCKVILLE MD 20852 202023995 REAL ESTATE MD 501(C)(3) LINE 10 VICTORY HSG 0 MALTA HOUSE INC 6001 EXECUTIVE BLVD SUITE 300 ROCKVILLE MD 20852 521845215 REAL ESTATE MD 501(C)(3) LINE 10 VICTORY 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