Nonprofit · EIN 52-1731155
SERGENTS WAY INC
Tax-exempt · FREDERICK, MD 21703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $96,821 | $160,165 | -$63,344 | $346,639 | $91,659 | $254,980 |
| June 30, 2024 | 990 | $91,889 | $129,639 | -$37,750 | $376,512 | $58,188 | $318,324 |
| June 30, 2023 | 990 | $87,427 | $115,626 | -$28,199 | $396,531 | $763,149 | -$366,618 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $96,624
- Investment income
- $197
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $20,724
- Salaries, compensation and benefits (total)
- $25,524
- Professional fundraising fees
- $0
- Accounting fees
- $24,992
- Occupancy
- $16,971
- Depreciation
- $24,030
- Program services (functional)
- $83,230
- Management and general (functional)
- $76,935
Balance sheet and other
- Total assets, start of year
- $376,512
- Total assets, end of year
- $346,639
- Total liabilities, end of year
- $91,659
- Net assets, end of year
- $254,980
- Land, buildings and equipment
- $324,532
- Net assets without donor restrictions
- $254,980
- Gross receipts
- $96,821
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1991
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL PLANZ | CEO Officer | 1 | $0 | $195,691 | $4,555 |
| THOMAS EVANS | CFO Officer | 2 | $0 | $140,756 | $6,510 |
| SHAWN CAVENEE | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| TOM KRACH | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BRUSHAUN LAGWAY | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| LAURA WELKER | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| AMANDA BURNS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| TEMIKKI MORRISION | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| HOREJAH BAH | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL PLANZ | CEO Officer | 1 | $0 | $163,053 | $7,826 |
| THOMAS EVANS | CFO Officer | 2 | $0 | $118,177 | $11,484 |
| SHAWN CAVENEE | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| TOM KRACH | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BRUSHAUN LAGWAY | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| LAURA WELKER | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| AMANDA BURNS | MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| TEMIKKI MORRISION | MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| HOREJAH BAH | MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL PLANZ | CEO Officer | 40 | $0 | $168,476 | $3,900 |
| THOMAS EVANS | CFO Officer | 40 | $0 | $118,177 | $5,729 |
| SHAWN CAVENEE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LAURA WELKER | SECRETARY Trustee or director | 1 | $0 | $0 | $0 |
| BRUSHAN LAGWAY | TREASURER Trustee or director | 1 | $0 | $0 | $0 |
| TEMIKKI MORRISON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE ROSS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARCIA CANFIELD | GOVERNANCE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| TOM KRACH | VICE PRESIDENT Trustee or director | 1 | $0 | $0 | $0 |
| AMANDA BURNS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 620B RESEARCH COURT, FREDERICK, MD 21703-0000
- Principal officer (990 for 2024)
- MICHAEL PLANZ, 620B RESEARCH COURT, FREDERICK, MD 21703
- Signed the 990
- TOM EVANS, CFO
- Phone
- (301) 663-8811
- Website
- WWW.COMMUNITYLIVINGINC.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE SUPPORTIVE RESIDENTIAL FACILITIES FOR THE DEVELOPMENTALLY DISABLED.
Program accomplishments
- SUPPORTIVE RESIDENTIAL FACILITIES FOR THE DEVELOPMENTALLY DISABLED.Expenses $83,230 · revenue $96,624
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1731155
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Suspense
- Donations deductible (Pub 78)
- Charity of unknown status, 50% limit
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P73Z)
- Assets (IRS master file)
- $346,639
- Income (IRS master file)
- $96,821
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $96,821 | $160,165 | $346,639 | XML |
| 990 | June 2024 | $91,889 | $129,639 | $376,512 | XML |
| 990 | June 2023 | $87,427 | $115,626 | $396,531 | XML |
| 990 | June 2022 | $87,296 | $104,889 | $406,968 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
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 52-1731155).
Questions about SERGENTS WAY INC
- What is the EIN of SERGENTS WAY INC?
- The employer identification number (EIN) of SERGENTS WAY INC is 52-1731155.
- Is SERGENTS WAY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to SERGENTS WAY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Charity of unknown status, 50% limit).
- Which annual return does SERGENTS WAY 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 SERGENTS WAY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SERGENTS WAY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SERGENTS WAY INC?
- The 990 for the year ended June 30, 2025 names MICHAEL PLANZ.
- Who are the officers and directors of SERGENTS WAY INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does SERGENTS WAY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $96,821, expenses of $160,165 and total assets of $346,639 at year end.
Other nonprofits in FREDERICK
- ASBURY ATLANTIC INC EIN 52-0607956 · last filed 990 for 2024
- ALBRIGHT CARE SERVICES EIN 23-1887138 · last filed 990 for 2024
- WAY STATION INC EIN 52-1162749 · last filed 990 for 2025
- THE VILLAGE AT ROCKVILLE INC EIN 53-0196624 · last filed 990 for 2024
- YOUNG MENS CHRISTIAN ASSOC INC EIN 52-0607953 · last filed 990 for 2025
- COMMUNITY LIVING INC EIN 52-1158064 · last filed 990 for 2025
- THE LEGACY AT NORTH AUGUST INC EIN 45-2857307 · last filed 990 for 2024
- HEARTLY HOUSE INC EIN 52-1186250 · last filed 990 for 2025