2025-01-22T13:49:00-06:00 2024-06-30 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2023-07-01 520913266 THE HARFORD CENTER INC HARF 4109391420 4 N EARLTON ROAD HAVRE DE GRACE MD 21078 SHERRY NOLTE EXECUTIVE DIRECTOR 4109391420 2025-01-13 1 0 CHRISTOPHER G LEHMAN P02033500 4105840060 2023 2024-10-15 13:58:12Z SHERRY NOLTE 4 N EARLTON ROAD HAVRE DE GRACE MD 21078 4201591 0 X HTTPS://HARFORDCENTER.ORG/ X 1967 MD THE HARFORD CENTER IS A HUMAN SERVICES AGENCY FOR ADULT INDIVIDUALS WITH DISABILITIES. THE CENTER IS LICENSED BY THE STATE OF MARYLAND TO PROVIDE DAY HABILITATION, PERSONAL SUPPORTS, COMMUNITY INTEGRATION, AND SUPPORTED EMPLOYMENT SERVICES FOR DEVELOPMENTALLY DISABLED ADULTS. 15 15 70 50 0 0 3386730 3893953 17756 162488 70869 83097 28459 29528 3503814 4169066 0 0 0 0 2336002 2698831 0 0 0 1057201 1063423 3393203 3762254 110611 406812 3591255 4121624 200672 156962 3390583 3964662 THE MISSION OF THE HARFORD CENTER IS TO PROVIDE INDIVIDUALIZED SERVICES TO HARFORD COUNTY ADULTS WITH INTELLECTUAL DISABILITIES BY UTILIZING PROGRAMS THAT FACILITATE PERSONAL GROWTH AND DEVELOPMENT FOR EACH INDIVIDUAL AND TREATING THEM WITH DIGNITY AND RESPECT. 0 0 1979973 2769630 DAY HABILITATIONTHE CENTER PROVIDES SERVICES PROGRAMS AND TRAINING TO PERSONS IN NEED OF REHABILITATION DUE TO INTELLECTUAL DISABILITIES. THE HARFORD CENTER CURRENTLY SERVES 128 INDIVIDUALS WITH INTELLECTUAL AND PHYSICAL DISABILITIES WITH 40 INDIVIDUALS IN OUR SUPPORT EMPLOYMENT PROGRAM. THE 88 PEOPLE IN OUR DAY PROGRAM LEARN DAILY LIVING SKILLS ALONG WITH COMMUNITY OUTINGS TO TEACH THEM HOW SOCIALIZATION AND COMMUNICATION SKILLS AS PART OF OUR MEANINGFUL DAY INITIATIVE. AS OF MARCH 2020, THIS HAS BECOME SIGNIFICANTLY MORE DIFFICULT DUE TO THE COVID-19 PANDEMIC. 851504 4560 TRANSPORTATION PROGRAM THE CENTER PROVIDES TRANSPORTATION TO AND FROM THE FACILITIES FOR ITS CLIENTS. TRANSPORTATION IS ALSO PROVIDED FOR COMMUNITY OUTINGS SCHEDULED BY THE DAY PROGRAM AND FOR EMPLOYMENT AND VOLUNTEER OPPORTUNITIES. IT COSTS APPROXIMATELY $200,000 TO MAINTAIN AND FUEL OUT FLEET OF 21 VEHICLES. REVENUE IS INCLUDED IN OUR SERVICES PROGRAMS. 2831477 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 70 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 MD X TIM BATTAGLIA 4109391420 4 N EARLTON ROAD HAVRE DE GRACE MD 21078 KRISTIN KLEIN CHAIRPERSON 5.00 X 0 0 0 PATRICK SPICER VICE CHAIR 4.00 X 0 0 0 PAMELA GWALTNEY DIRECTOR 3.00 X 0 0 0 RACHEL TROVATO DIRECTOR 4.00 X 0 0 0 RANDY GEYER DIRECTOR 2.00 X 0 0 0 JACOB BENNETT DIRECTOR 2.00 X 0 0 0 MICHAEL HAGAN DIRECTOR 3.00 X 0 0 0 NICOLE BIGGS DIRECTOR 4.00 X 0 0 0 SCOTT HAIBER DIRECTOR 4.00 X 0 0 0 GRAEME WOODS DIRECTOR 2.00 X 0 0 0 NANCY BRUGH DIRECTOR 2.00 X 0 0 0 SUSAN RATTMAN DIRECTOR 2.00 X 0 0 0 VICTORIA SUDANO CLIENTS REPRESENTATIVE 1.00 X 0 0 0 SHERRY NOLTE CHEIF EXECUTIVE OFFICER 40.00 X 130226 0 20111 TIM BATTAGLIA CHIEF FINANCIAL OFFICER 40.00 X 91014 0 7081 221240 0 27192 1 0 1 0 0 16763 3411945 465245 3893953 PRIVATE PAY 623990 162488 162488 162488 83097 83097 60977 16763 32525 28452 28452 VENDING MACHINES 900099 866 866 JOB DEVELOPMENT 900099 210 210 1076 4169066 162488 0 112625 248432 183196 65236 1998394 1473633 524761 452005 352519 99486 20800 20800 110074 96738 13336 5006 5006 149044 49044 100000 99344 75294 24050 21494 14231 7263 177666 171380 6286 132408 114586 17822 VEHICLE MAINTENANCE 125919 125919 GAS & OIL 125012 125012 REPAIRS AND SERVICES 55472 49925 5547 BAD DEBT EXPENSE 41184 41184 3762254 2831477 930777 0 680864 1257740 623523 11666 25605 44382 42864 2264659 1391315 820052 873344 1410768 1786622 0 135449 3591255 4121624 140653 156930 32 32 59987 0 200672 156962 X 3380033 3963162 10550 1500 3390583 3964662 3591255 4121624 X 406812 167267 X X 0 1 X 1 0 X 3018498 3031166 3342161 3386730 3893953 16672508 3018498 3031166 3342161 3386730 3893953 16672508 16672508 27416 44500 36315 70869 83097 262197 21836 1076 22912 16957617 0.98320 0.98380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 576394 501824 74572 188172 552872 164650 576394 125177 250000 187005 188172 21500 271875 168198 125177 89649 28025 -25000 121174 21500 1.00000 0 0 993842 498049 495793 1270817 893266 377551 873344 EQUITY FUNDS 775314 F FIXED INCOME & PREFERRED 329803 F ALTERNATIVE 472918 F MONEY MARKET 208587 F 1786622 X 4475808 106950 32525 139475 4336333 -167267 -167267 4169066 3901729 106950 32525 139475 3762254 0 3762254 PART V, LINE 4: THE BOARD DESIGNATED AND TEMPORARILY RESTRICTED FUNDS WILL BE USED FOR THE FOLLOWING: BOARD DESIGNATED - $74,572 PART X, LINE 2: THE CENTER IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 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 THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE CENTER PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024, 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, 2024, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2021 THROUGH 2024 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE CENTER FILES TAX RETURNS. IT IS THE CENTER'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 32,525. PART XI, LINE 4B - OTHER ADJUSTMENTS: UNRELAIZED LOSS ON INVESTMENTS -167,267. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 32,525. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING HALLOWEEN EVENT 44982 4013 40969 365 3000 4907 4200 1778 GOLF TOURNAMENT 32758 12750 20008 1120 1176 6500 4786 4693 77740 16763 60977 1485 1176 9500 9693 4200 6471 32525 28452 0 0 0 0 0 0 0 0 0 SHERRY NOLTE CHEIF EXECUTIVE OFFICER 130226 0 0 0 0 0 0 0 20111 0 150337 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CEO RECEIVES AND REVIEWS THE FORM 990. IT IS THEN MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW AT THE MONTHLY BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND OFFICERS OF THE AGENCY ARE SUBJECT TO FEDERAL AND STATE BACKGROUND CHECKS EVERY 3 YEARS. MEMBERS ARE ALSO REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY AT THE START OF EACH OF THEIR RESPECTIVE TERMS. FORM 990, PART VI, SECTION B, LINE 15A A COMMITTEE FROM THE BOARD OF DIRECTORS IS FORMED TO EVALUATE THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. COMPENSATION IS DETERMINED BASED ON THE RESULTS OF THEIR PERFORMANCE EVALUATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST, POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST OR THROUGH THE HARFORD COUNTY, MD WEBSITE. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON INVESTMENTS 167,267. PART XII, LINE 2C PROCESS HAS NOT CHANGED SINCE PRIOR YEAR.