Nonprofit · EIN 30-0894499
HERON POINT RESIDENT ASSOCIATION INC
Tax-exempt · CHESTERTOWN, MD 21620
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $194,232 | $187,050 | $7,182 | $59,405 | $0 | $59,405 |
| December 31, 2024 | 990-EZ | $163,695 | $157,658 | $6,037 | $52,223 | $0 | $52,223 |
| December 31, 2023 | 990-EZ | $147,577 | $155,510 | -$7,933 | $46,186 | $0 | $46,186 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $174,069
- of which government grants
- $173,363
- Program service revenue
- $0
- Investment income
- $551
- Net income from sales of inventory
- $19,612
- Other revenue
- $19,612
Expenses
- Grants and similar amounts paid
- $3,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $178,853
- Management and general (functional)
- $8,197
Balance sheet and other
- Total assets, start of year
- $52,223
- Total assets, end of year
- $59,405
- Total liabilities, end of year
- $0
- Net assets, end of year
- $59,405
- Net assets without donor restrictions
- $59,405
- Gross receipts
- $204,324
- Employees
- 0
- Volunteers
- 124
- Year formed
- 2015
- State of legal domicile
- MD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN KLINE | DIRECTOR Trustee or director | 2.1 | $0 |
| LOUISE AMICK | PRESEIDENT Trustee or director, Officer | 11 | $0 |
| NANCY FERNWALT | DIRECTOR Trustee or director | 1.2 | $0 |
| KURT SMITH | VICE PRESIDENT Trustee or director, Officer | 3.5 | $0 |
| ANN COLLINS | DIRECTOR Trustee or director | 0.9 | $0 |
| JOANNE IVORY | DIRECTOR Trustee or director | 2.8 | $0 |
| GWEN SPICER | DIRECTOR Trustee or director | 1 | $0 |
| TERRY GOLDZIER | TREASURER Trustee or director, Officer | 1 | $0 |
| CONNIE SCHROTH | RECORDING SECRETARY Trustee or director, Officer | 2.25 | $0 |
| BILL EDDY | DISTRIBUTION SECRETARY Trustee or director, Officer | 1.3 | $0 |
| BARBARA HAYDEN | DIRECTOR Trustee or director | 0.6 | $0 |
| NEAL JACKSON | DIRECTOR Trustee or director | 0.8 | $0 |
990-EZ for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAGGIE MCVICKER | DIRECTOR | 0 | $0 |
| BETTY SPENCE | DISTRIBUTION SECRETARY | 10 | $0 |
| SUSAN KLINE | PRESIDENT | 15 | $0 |
| LOUISE AMICK | VICE PRESEIDENT | 5 | $0 |
| NANCY FERNWALT | TREASURER | 20 | $0 |
| KURT SMITH | RECORDING SECRETARY | 5 | $0 |
| SUSAN BLOUNT | DIRECTOR | 0 | $0 |
| WILLIAM BOWDLE | DIRECTOR | 0 | $0 |
| ROBERT BRILLHART | DIRECTOR | 0 | $0 |
| ANN COLLINS | DIRECTOR | 0 | $0 |
| JOANNE IVORY | DIRECTOR | 0 | $0 |
| GWEN SPICER | DIRECTOR | 0 | $0 |
990-EZ for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN BLOUNT | DIRECTOR | 0 | $0 |
| ANNE BRICKER | DIRECTOR | 0 | $0 |
| BOB BRILLHART | DIRECTOR | 0 | $0 |
| PATRICIA CLARKE | ASSISTANT TREASURER | 0 | $0 |
| MAGGIE MCVICKER | DIRECTOR | 0 | $0 |
| JANET OHARRAH | PRESIDENT | 0 | $0 |
| BETTY SPENCE | DISTRIBUTION SECRETARY | 10 | $0 |
| JAN SPRINKEL | PRESIDENT | 20 | $0 |
| STACEY GUTHRIE | DIRECTOR | 0 | $0 |
| SUSAN KLINE | VICE PRESIDENT | 15 | $0 |
| LOUISE AMICK | RECORDING SECRETARY | 5 | $0 |
| NANCY FERNWALT | TREASURER | 20 | $0 |
| CATHERINE LECLERC | DIRECTOR | 0 | $0 |
| SANDY DURFEE | DIRECTOR | 0 | $0 |
| ANNE FORREST | DIRECTOR | 0 | $0 |
| MYRON GOFF | DIRECTOR | 0 | $0 |
| GEORGE HARDY | DIRECTOR | 0 | $0 |
| MEG THER | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 501 E CAMPUS AVENUE, CHESTERTOWN, MD 21620-1696
- In care of
- % TERRY GOLDZIER
- Mailing address (990-N for 2017)
- 501 E Campus Avenue, Chestertown MD 21620
- Principal officer (990-N for 2017)
- Waldemar Kerbel, 501 E Campus Avenue, Chestertown MD 21620
- Signed the 990
- TERRY GOLDZIER, TREASURER
- Phone
- (410) 778-7300
- Return prepared by
- AMD Accounting LLC
Mission
TO PROMOTE AND FURTHER THE COMMON INTERESTS OF THE RESIDENTS IN CREATING A HEALTHFUL, ENJOYABLE AND USEFUL COMMUNITY LIFE.
Program accomplishments
- SUPPORT SOME 190 EMPLOYEES OF HERON POINT CCRC, APPRECIATION, HOLIDAY GIFTS.Expenses $172,525 · revenue $172,262
- SUPPORT OF HERON POINT RESIDENT INTEREST GROUPS FORMED FOR PROGRAM, EDUCATIONAL, ENTERTAINMENT, AND CHARITABLE INTERESTS.Expenses $6,328 · revenue $706
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 30-0894499
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P80)
- Assets (IRS master file)
- $59,405
- Income (IRS master file)
- $204,324
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $194,232 | $187,050 | $59,405 | IRS |
| 990-EZ | December 2024 | $163,695 | $157,658 | $52,223 | IRS |
| 990-EZ | December 2023 | $147,577 | $155,510 | $46,186 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2017 Officer: Waldemar Kerbel | December 31, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-0894499).
Questions about HERON POINT RESIDENT ASSOCIATION INC
- What is the EIN of HERON POINT RESIDENT ASSOCIATION INC?
- The employer identification number (EIN) of HERON POINT RESIDENT ASSOCIATION INC is 30-0894499.
- Is HERON POINT RESIDENT ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to HERON POINT RESIDENT ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERON POINT RESIDENT ASSOCIATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HERON POINT RESIDENT ASSOCIATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERON POINT RESIDENT ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HERON POINT RESIDENT ASSOCIATION INC?
- The 990-N for 2017 names Waldemar Kerbel.
- Who are the officers and directors of HERON POINT RESIDENT ASSOCIATION INC?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does HERON POINT RESIDENT ASSOCIATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $194,232, expenses of $187,050 and total assets of $59,405 at year end.
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