Nonprofit · EIN 55-0687740
ROMNEY UNITY APARTMENTS INC
Tax-exempt · MORGANTOWN, WV 26505
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $315,465 | $372,525 | -$57,060 | $1,006,916 | $32,609 | $974,307 |
| June 30, 2024 | 990-PF | $989,406 | $1,042,947 | -$53,541 | $1,074,227 | $42,860 | $1,031,367 |
| June 30, 2023 | 990-PF | $448,506 | $509,891 | -$61,385 | $1,364,042 | $279,134 | $1,084,908 |
| June 30, 2022 | 990-PF | $270,938 | $343,229 | -$72,291 | $1,192,216 | $62,300 | $1,129,916 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Interest
- $54
- Other income
- $315,411
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $65,994
- Excise tax on investment income
- $1
Balance sheet and other
- Total assets, start of year
- $1,074,227
- Total assets, end of year
- $1,006,916
- Total liabilities, end of year
- $32,609
- Net assets, end of year
- $974,307
- Fair market value of assets
- $3,524,293
- Net investment income
- $54
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-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSHUA D SWORD 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | PRESIDENT | 1 | $0 |
| ANDY WALTERS 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | SECRETARY TR | 1 | $0 |
| CLAUDETTE KARR 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | VICE PRESIDE | 39 | $0 |
| CHUCK PARKER 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| MIKE CAPUTO 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| PETER BOSTIC 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| JOE CARTER 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| ELAINE HARRIS 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| JOHN EPPERLY 501 LEON SULLIVAN WAY, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.03 | $0 |
| JOYCE GIBSON 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| DANIEL J POLING 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| KRISTIE SKIDMORE 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| STEVE DAY 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| DAN DOYLE 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| GARY SOUTHALL 501 LEON SULLIVAN WAY, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.03 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN WEDGE 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| KAREN SHIPLEY 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| DALE LEE 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| JESSIE KING 501 LEON SULLIVAN WAY, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.03 | $0 |
990-PF for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSHUA D SWORD 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | PRESIDENT | 1 | $0 |
| ANDY WALTERS 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | SECRETARY TR | 1 | $0 |
| ROBERT BROWN 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| HEATHER ANDERSON 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| MIKE CAPUTO 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| DAN DOYLE 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| ELAINE HARRIS 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| JOYCE GIBSON 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| BRIAN WEDGE 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| CHUCK PARKER 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| DANIEL J POLING 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| JOE CARTER 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| FRED ALBERT 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| JOHN EPPERLY 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.03 | $0 |
| GARY SOUTHALL 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.03 | $0 |
| JESS KING 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.03 | $0 |
| CLAUDETTE KARR 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | VICE PRESIDE | 1 | $0 |
990-PF for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSHUA D SWORD 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | PRESIDENT | 1 | $0 |
| ANDY WALTERS 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | SECRETARY TR | 1 | $0 |
| ROBERT BROWN 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| HEATHER ANDERSON 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| MIKE CAPUTO 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| DAN DOYLE 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| DAVE EFAW 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| ELAINE HARRIS 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| JOYCE GIBSON 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| STERLING BALL 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.02 | $0 |
| BRIAN WEDGE 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| CHUCK PARKER 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| DANIEL J POLING 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| CRAIG HARVEY 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.02 | $0 |
| JOE CARTER 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| FRED ALBERT 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| JOHN EPPERLY 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.03 | $0 |
| GARY SOUTHALL 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.03 | $0 |
| JESS KING 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.03 | $0 |
| CLAUDETTE KARR 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | VICE PRESIDE | 1 | $0 |
990-PF for the year ended June 30, 2022: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSHUA D SWORD 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | PRESIDENT | 1 | $0 |
| ANDY WALTERS 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | SECRETARY TR | 1 | $0 |
| ROBERT BROWN 501 LEON SULLIVAN WAY, CHARLESTON, WV 25301 | EXECUTIVE BO | 0.05 | $0 |
| HEATHER ANDERSON 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| MIKE CAPUTO 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| DAN DOYLE 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| DAVE EFAW 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| ELAINE HARRIS 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| JOYCE GIBSON 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| STERLING BALL 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.02 | $0 |
| BRIAN WEDGE 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| CHUCK PARKER 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| DANIEL J POLING 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| CRAIG HARVEY 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.02 | $0 |
| JOE CARTER 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| FRED ALBERT 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.05 | $0 |
| JOHN EPPERLY 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.03 | $0 |
| GARY SOUTHALL 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.03 | $0 |
| JESS KING 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | EXECUTIVE BO | 0.03 | $0 |
| CLAUDETTE KARR 1369 STEWARTSTOWN ROAD, MORGANTOWN, WV 26505 | VICE PRESIDE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1369 STEWARTSTOWN RD, MORGANTOWN, WV 26505-1903
- Signed the 990-PF
- JOSHUA D SWORD, PRESIDENT
- Phone
- (304) 296-8223
- Website
- WWW.HRDEWV.ORG
- Return prepared by
- BLAIR & COMPANY CPAS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 55-0687740
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,006,916
- Income (IRS master file)
- $315,465
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $315,465 | $372,525 | $1,006,916 | IRS |
| 990-PF | June 2024 | $989,406 | $1,042,947 | $1,074,227 | IRS |
| 990-PF | June 2023 | $448,506 | $509,891 | $1,364,042 | XML |
| 990-PF | June 2022 | $270,938 | $343,229 | $1,192,216 | XML |
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 55-0687740).
Questions about ROMNEY UNITY APARTMENTS INC
- What is the EIN of ROMNEY UNITY APARTMENTS INC?
- The employer identification number (EIN) of ROMNEY UNITY APARTMENTS INC is 55-0687740.
- Is ROMNEY UNITY APARTMENTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to ROMNEY UNITY APARTMENTS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROMNEY UNITY APARTMENTS INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROMNEY UNITY APARTMENTS 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 ROMNEY UNITY APARTMENTS INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ROMNEY UNITY APARTMENTS INC?
- The 990-PF for the year ended June 30, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does ROMNEY UNITY APARTMENTS INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $315,465, expenses of $372,525 and total assets of $1,006,916 at year end.
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