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Home My WebLink AboutFinCmteRpt 20250820ATTENDEES Committee Members Present: Heather Lockridge, Chairman; Josh Ludwig; Robert Liero; Mike Stottlemyer; and Brandon Monk. Non-voting liaisons: Tonya Sibert, Commissioner of the Revenue; and William Orndoff, Treasurer. Committee Member Absent: Delane Karalow. Staff Present: Sharon Kibler, Assistant Finance Director; Missi Neal, Purchasing Manager; Lenny Millholland, Sheriff; Stacy Herbaugh, Parks & Recreation Director; Joe Wilder, Public Works Director; Clay Corbin, NRADC Superintendent; and Delsie Jobe, DSS Administrative Services Manager. A.Action Items – The following items are insurance reimbursements and were approved under consent: A.2 and A.7. The following items are donations and were approved under consent: A.4 and A.11. The following items are carry forward requests from FY25 to FY26 of previously appropriated funds, and were approved under consent: A.3, A.8, A.9, and A.13. A.1.The Public Works Director requests a General Fund supplemental appropriation in the amount of $85,000. The request is for the purchase and installation of a new digital monument sign and was approved by the Public Works Committee. Funds are available in the Animal Shelter Reserve. No local funds required. REPORT AND RECOMMENDATIONS FINANCE COMMITTEE WEDNESDAY, AUGUST 20, 2025 8:30 AM FIRST FLOOR CONFERENCE ROOM 107 NORTH KENT STREET WINCHESTER, VA 22601 1 The committee recommends approval. A.2.The Public Works Director requests a General Fund supplemental appropriation in the amount of $25,334. This amount represents a vehicle insurance claim received in FY 2025 and will be used toward the purchase of a replacement vehicle in FY 2026. No local funds required. The committee recommends approval. A.3.The DSS Administrative Services Manager requests a General Fund supplemental appropriation in the amount of $30,000. This amount represents a carry forward to FY 2026 of unspent FY 2025 funds designated for the purchase of a replacement vehicle. No additional local funds required. The committee recommends approval. A.4.The Parks and Recreation Director requests a General Fund supplemental appropriation in the amount of $900. This amount represents a donation received for a memorial bench at Rose Hill Park. No local funds required. The committee recommends approval. A.5.The NRADC Superintendent requests a Jail Fund supplemental appropriation in the amount of $188,146. This amount represents an increase in opioid abatement grant funds awarded. No local funds required. The committee recommends approval. A.6.VJCCCA requests a General Fund supplemental appropriation in the amount of $131. AnShltr Sign SA.pdf Inspections Ins Claim.pdf DSS Vehicle CF.pdf Parks Bench Donation.pdf NRADC OAA Grant.pdf 2 This amount represents funds that were not spent in FY2025 to be returned to the State. No local funds required. The committee recommends approval. A.7.The Sheriff requests a General Fund supplemental appropriation in the amount of $17,476. This amount represents vehicle insurance claims received in FY 2025 and FY 2026 that will be used toward equipment for the replacement vehicles. No local funds required. The committee recommends approval. A.8.The Sheriff requests a General Fund supplemental appropriation in the amount of $122,619. This amount represents a carry forward of FY 2025 unspent funds to FY 2026 that are designated for the purchase of a building at the impound lot. No local funds required. The committee recommends approval. A.9.The Sheriff requests a General Fund supplemental appropriation in the amount of $2,932. This amount represents a carry forward of FY 2025 unspent funds to FY 2026 for new vehicle equipment. No additional local funds required. The committee recommends approval. A.10.The Sheriff requests a General Fund supplemental appropriation in the amount of $250,000. This amount represents an appropriation for three (3) outstanding State Homeland Security Grants. The grants were awarded in FY 2025 and are expected to be spent in FY 2026. No local funds required. The committee recommends approval. VJCCCA Expenses.pdf Sheriff Auto Claims.pdf Sheriff Carry Fwds Impound Bldg.pdf Sheriff Carry Fwds Vehicle Equip.pdf Sheriff Carry Fwds Grants.pdf 3 A.11.The Sheriff requests a General Fund supplemental appropriation in the amount of $7,825. This amount represents donations received in FY 2025 and FY 2026 and will go toward the impound lot building. No local funds required. The committee recommends approval. A.12.The Sheriff requests a General Fund supplemental appropriation in the amount of $2,695. This amount represents funds received in FY 2025 from recycling scrap metal to be used for ammunition. No local funds required. The committee recommends approval. A.13.The Commissioner of the Revenue requests a General Fund supplemental appropriation not to exceed $30,000. This amount represents a carry forward to FY 2026 of unspent FY 2025 funds to complete the CAMA Mobile Assessor software project. No additional local funds required. The committee recommends approval. A.14.The Finance/Audit Committee charter adopted by the Board of Supervisors requires an annual review and reassessment. The committee recommends no changes to the current charter. B.No Board Action Required B.1.Marian Homes, Inc. has submitted an Application for Real Property Tax Exemption to the Commissioner of the Revenue. This item is presented to the committee for consideration and a recommendation to the Board of Supervisors. Real property tax exemptions may be designated by the Board of Supervisors by adopting an ordinance following a public hearing. The committee postpones making a recommendation pending the establishment of a policy and further information on all exemptions. The Sheriff Donations.pdf Sheriff Scrap.pdf COR CAMA CF.pdf FinanceCommitteeCharter.pdf 4 committee directed the Commissioner of the Revenue to prepare a draft policy and provide comprehensive exemption information at a future Finance Committee meeting. Tax Exempt Marion Homes COR.pdf Tax Exempt Marion Homes Inc.pdf Tax Exempt Virginia Code Â§ 58.1-3651.pdf Tax Exempt Marion Home Application.pdf Tax Exempt Marion Homes 990.pdf Tax Exempt Marion Homes IRS.pdf 5 Finance Committee Agenda Item Detail Meeting Date: August 20, 2025 Agenda Section: ATTENDEES Title: Committee Members Present: Heather Lockridge, Chairman; Josh Ludwig; Robert Liero; Mike Stottlemyer; and Brandon Monk. Non-voting liaisons: Tonya Sibert, Commissioner of the Revenue; and William Orndoff, Treasurer. Committee Member Absent: Delane Karalow. Staff Present: Sharon Kibler, Assistant Finance Director; Missi Neal, Purchasing Manager; Lenny Millholland, Sheriff; Stacy Herbaugh, Parks & Recreation Director; Joe Wilder, Public Works Director; Clay Corbin, NRADC Superintendent; and Delsie Jobe, DSS Administrative Services Manager. Attachments: 6 Finance Committee Agenda Item Detail Meeting Date: August 20, 2025 Agenda Section: Action Items Title: The Public Works Director requests a General Fund supplemental appropriation in the amount of $85,000. The request is for the purchase and installation of a new digital monument sign and was approved by the Public Works Committee. Funds are available in the Animal Shelter Reserve. No local funds required. The committee recommends approval. Attachments: AnShltr Sign SA.pdf 7 107 North Kent Street, Second Floor, Suite 200 • Winchester, Virginia 22601-5000 MEMORANDUM TO: Cheryl Shiffler, Director of Finance FROM: Joe C. Wilder, Director of Public Works SUBJECT: Supplemental Appropriation New Digital Monument Sign – Animal Shelter DATE: July 1, 2025 ______________________________________________________________________________ The Animal Shelter is requesting a supplemental appropriation in the amount of $85,000 to fund the purchase and installation of a new digital monument sign to be located along Fort Collier Road, in front of the Northwest Regional Adult Detention Center. The sign will be approximately 50 square feet in size and will feature an LED display to share information with the public, including shelter announcements and animals available for adoption, as shown in the attached drawing. Funding for this project will come entirely from the Animal Shelter donation fund reserve, with no use of local tax dollars. (Attachment 1) The approximate balance in the Animal Shelter donation fund line item is $1,594,000. Of that total, approximately $105,000 is earmarked for spay/neuter support at the shelter, leaving $1,590,000 available for other special projects, including the proposed digital sign. Please note that use of these special funds must be approved by the Board of Supervisors. At the June 24, 2025, Public Works Committee meeting, the committee unanimously approved a supplemental appropriation in the amount of $85,000 for the purchase and installation of the new digital sign. The committee also voted to forward the request to the Finance Committee for further consideration and approval. Please include the supplemental appropriation request in the amount of $85,000 on the next Finance Committee agenda for consideration. The request is to move funds from the reserve line item 010-000240-2501 to line item 010-04305-8900-00 – Improvements Other Than Buildings, for the purchase and installation of the Animal Shelter digital monument sign. JCW/kco attachments as stated cc: file 8 CLIENT SIGNATURE꞉FILE NAME JOB LOCATION PROJECT QUOTE NUMBER꞉ The full contents located on this page is the exclusive property fo W.J. Strickler Signs Inc. and is covered by intellectual property and applicable copyright laws. Any unauthorized use such as but not limited to꞉ copying, reproducing, sharing, distribution, etc., without direct written consent of W.J. Strickler Signs Inc. is strictly prohibited. in the event that such use or copyright infringement occurs, W.J. Strickler Signs Inc. shall be reimbursed a minimum of $2,500.00 dollars. Any party who violates this copyright along with any other penalties, will be responsible for complete reimbursement of any and all related attorney, legal and court costs to W.J. Strickler Signs Inc. Authorized signature below indicates customer has reviewed the design and approves꞉ content, dimensions, colors, and all concepts contained herein. Any and all changes are to be signed and dated and or reproduced on revised drawing document. Drawing color variations may occur due to variations in printing equipment, paper, inks, etc., and may not match exact specified colors. only specified manufacture product name and colors are to be used as true representations and reproductions. COPYRIGHT 2024 | W.J. STRICKLER SIGNS INC. stricklersigns.com Toll Free 800.222.0387 Fax 717‑624‑8450 717‑465‑5223 | rthomas@stricklersigns.com Ron Thomas A MONUMENT SIGN DESCRIPTIONDATE/ARTIST 3/25/25 ‑ KD Monument SignFrederick County Animal Shelter 161 Fort Collier Rd. Winchester, Va 22603 FREDERICK COUNTY ANIMAL SHELTER.CDR 35776 1 ¾” = 1’ FRIDAY, JUNE 3, 2023 o89 DARK BROWN INTERNALLY ILLUMINATED SIGN CABINET ROUTED ALUMINUM FACE, 3/4” ROUTED ACRYLIC COPY 1/2” PROJECTION, TRANSLUCENT WHITE VINYL GRAPHICS ON LETTER FACE 8’‑3” FULL COLOR ELECTRONIC MESSAGE CENTER 3’‑5” 2’‑6” 2’ FREDERICK COUNTYANIMAL SHELTERFREDERICK COUNTYANIMAL SHELTER 12’‑4” 2’ 9’‑6” 6‑1/2” 14” 20” BRICK BASE AND COLUMNS TO MATCH BUILDING AS CLOSE AS POSSIBLE 8’‑2” ILLUMINATED AT NIGHT 4/24/25 ‑ KD Patches removed from pillers ALUMINUM MASONRY CAP 5/9/25 ‑ KD Updated details Attachment 1 9 Finance Committee Agenda Item Detail Meeting Date: August 20, 2025 Agenda Section: Action Items Title: The Public Works Director requests a General Fund supplemental appropriation in the amount of $25,334. This amount represents a vehicle insurance claim received in FY 2025 and will be used toward the purchase of a replacement vehicle in FY 2026. No local funds required. The committee recommends approval. Attachments: Inspections Ins Claim.pdf 10 COUNTY of FREDERICK Inspections Department Mark A. Fleet, Building Official 540-665-5650 Fax 540-678-0682 Memorandum To: Cheryl Shiffler, Finance Director From: Mark Fleet, Building Official Through: Joe C. Wilder, Director of Public Works Date: July 1, 2025 Subject: Request For Appropriation of funds We would like to request a supplemental appropriation for the Inspections Department budget in the amount of $25,334.86. This is the amount received by Frederick County as payment for an auto insurance claim dated May 12, 2025, for the total loss of one of our department vehicles. The funding would be used to purchase a replacement vehicle. Place the funding in line item #010- 034010-8005-000-000, Motor Vehicles and Equipment. We are requesting this item be placed on the next Finance committee agenda for consideration and approval. If you have any questions or need any other information, please let me know. MF/ jcw 107 North Kent Street • Winchester, Virginia 22601 11 Finance Committee Agenda Item Detail Meeting Date: August 20, 2025 Agenda Section: Action Items Title: The DSS Administrative Services Manager requests a General Fund supplemental appropriation in the amount of $30,000. This amount represents a carry forward to FY 2026 of unspent FY 2025 funds designated for the purchase of a replacement vehicle. No additional local funds required. The committee recommends approval. Attachments: DSS Vehicle CF.pdf 12 Frederick County Department of Social Services Memo To: Finance Committee/Cheryl Shiffler From: Delsie D. Jobe, Administrative Services Manager CC: Tamara Green, Director Date: July 16, 2025 Re: Carry Forward Request of $30,000 The Department of Social Services is requesting a FY 2025 fund carry forward of $30,000 from GL# 4-010-053160-8005-000 to the same GL# in the FY26 budget. Funds were approved for a replacement vehicle that the Department requested at budget submission. Due to delays in obtaining vehicles, we were unable to secure the purchase before the year-end closing on June 30, 2025. Thank you for your consideration. 13 Finance Committee Agenda Item Detail Meeting Date: August 20, 2025 Agenda Section: Action Items Title: The Parks and Recreation Director requests a General Fund supplemental appropriation in the amount of $900. This amount represents a donation received for a memorial bench at Rose Hill Park. No local funds required. The committee recommends approval. Attachments: Parks Bench Donation.pdf 14 15 Finance Committee Agenda Item Detail Meeting Date: August 20, 2025 Agenda Section: Action Items Title: The NRADC Superintendent requests a Jail Fund supplemental appropriation in the amount of $188,146. This amount represents an increase in opioid abatement grant funds awarded. No local funds required. The committee recommends approval. Attachments: NRADC OAA Grant.pdf 16 17 Finance Committee Agenda Item Detail Meeting Date: August 20, 2025 Agenda Section: Action Items Title: VJCCCA requests a General Fund supplemental appropriation in the amount of $131. This amount represents funds that were not spent in FY2025 to be returned to the State. No local funds required. The committee recommends approval. Attachments: VJCCCA Expenses.pdf 18 19 20 21 22 Finance Committee Agenda Item Detail Meeting Date: August 20, 2025 Agenda Section: Action Items Title: The Sheriff requests a General Fund supplemental appropriation in the amount of $17,476. This amount represents vehicle insurance claims received in FY 2025 and FY 2026 that will be used toward equipment for the replacement vehicles. No local funds required. The committee recommends approval. Attachments: Sheriff Auto Claims.pdf 23 24 25 26 27 Finance Committee Agenda Item Detail Meeting Date: August 20, 2025 Agenda Section: Action Items Title: The Sheriff requests a General Fund supplemental appropriation in the amount of $122,619. This amount represents a carry forward of FY 2025 unspent funds to FY 2026 that are designated for the purchase of a building at the impound lot. No local funds required. The committee recommends approval. Attachments: Sheriff Carry Fwds Impound Bldg.pdf 28 A.8. A.9. A.10. 29 30 Finance Committee Agenda Item Detail Meeting Date: August 20, 2025 Agenda Section: Action Items Title: The Sheriff requests a General Fund supplemental appropriation in the amount of $2,932. This amount represents a carry forward of FY 2025 unspent funds to FY 2026 for new vehicle equipment. No additional local funds required. The committee recommends approval. Attachments: Sheriff Carry Fwds Vehicle Equip.pdf 31 A.8. A.9. A.10. 32 Finance Committee Agenda Item Detail Meeting Date: August 20, 2025 Agenda Section: Action Items Title: The Sheriff requests a General Fund supplemental appropriation in the amount of $250,000. This amount represents an appropriation for three (3) outstanding State Homeland Security Grants. The grants were awarded in FY 2025 and are expected to be spent in FY 2026. No local funds required. The committee recommends approval. Attachments: Sheriff Carry Fwds Grants.pdf 33 A.8. A.9. A.10. 34 Finance Cmte 8/20/25: request to carry forward to FY26. 35 Finance Cmte 8/20/25: request to carry forward to FY26. 36 Finance Cmte 8/20/25: request to carry forward to FY26. 37 Finance Committee Agenda Item Detail Meeting Date: August 20, 2025 Agenda Section: Action Items Title: The Sheriff requests a General Fund supplemental appropriation in the amount of $7,825. This amount represents donations received in FY 2025 and FY 2026 and will go toward the impound lot building. No local funds required. The committee recommends approval. Attachments: Sheriff Donations.pdf 38 39 40 41 42 Finance Committee Agenda Item Detail Meeting Date: August 20, 2025 Agenda Section: Action Items Title: The Sheriff requests a General Fund supplemental appropriation in the amount of $2,695. This amount represents funds received in FY 2025 from recycling scrap metal to be used for ammunition. No local funds required. The committee recommends approval. Attachments: Sheriff Scrap.pdf 43 44 45 Finance Committee Agenda Item Detail Meeting Date: August 20, 2025 Agenda Section: Action Items Title: The Commissioner of the Revenue requests a General Fund supplemental appropriation not to exceed $30,000. This amount represents a carry forward to FY 2026 of unspent FY 2025 funds to complete the CAMA Mobile Assessor software project. No additional local funds required. The committee recommends approval. Attachments: COR CAMA CF.pdf 46 107 North Kent Street, Winchester, Virginia 22601-5039 To: Finance Committee From: Tonya Sibert, Commissioner of the Revenue Subject: Request for Carry Forward Funds for Mobile Assessor CAMA Software Project Date: August 20, 2025 The Commissioner of the Revenue formally requests the carry forward of unspent funds for the Mobile Assessor CAMA software project, ITP #2500343. We request that any remaining balance, not to exceed $30,000, be carried forward into budget line item 4-010-012100-9005-000-000 for the fiscal year 2026 to complete this contracted project. If you have any questions or concerns, please let me know. Sincerely, Tonya Sibert Tonya Sibert County of Frederick Commissioner of the Revenue COUNTY OF FREDERICK Commissioner of the Revenue Office Tonya Sibert, Commissioner of the Revenue tonya.sibert@fcva.us (540) 665-5681 M E M O 47 Finance Committee Agenda Item Detail Meeting Date: August 20, 2025 Agenda Section: Action Items Title: The Finance/Audit Committee charter adopted by the Board of Supervisors requires an annual review and reassessment. The committee recommends no changes to the current charter. Attachments: FinanceCommitteeCharter.pdf 48 Frederick County Board of Supervisor’s Finance/Audit Committee Charter I. Organization There shall be a committee of the Board of Supervisors (“Board”) of Frederick County, Virginia (“County”) known as the Finance Committee (“Committee”). The Committee shall be comprised of three (3) members of the Board of Supervisors who will be appointed by the Chairman of the Board, with one appointed as Chair, three (3) citizen members as appointed by the Chairman of the Board, and two (2) non-voting liaisons: the County Treasurer and the County Commissioner of the Revenue. The Finance Director will serve as secretary of the Committee with the duties including preparing agendas and reports to the Board. This Charter shall govern the Committee with regard to its duties and responsibilities. The goal of the Committee shall be to provide oversight for all financial policies, procurement policy, financial planning, risk management, debt issuance, budget development and other fiscal related issues. II. Purpose The primary function of the Committee is to review matters of a financial nature including proposed changes to fiscal/procurement policies and the review and recommendation for matters of a financial nature coming forward to the Board including, but not limited to, supplemental appropriations, transfers and contracts. The Committee’s primary duties and responsibilities are as follows: • To provide to the Board means for determining the manner in which policies, programs, and resources authorized by the Board are being deployed by management consistent with the intent of the Board and in compliance with all appropriate statutes, ordinances, and directives. • Develop and submit reports, draft policies and/or recommendations regarding audits and the finances of the County to the full Board for its consideration. • To serve as the Audit Committee to assist the Board in carrying out its oversight responsibilities by reviewing financial information provided in the County’s annual financial report. The Committee will primarily fulfill these responsibilities by carrying out the activities enumerated in Section IV of this Charter. III. Meetings and Quorum The Committee shall meet monthly or more or less frequently as circumstances dictate. The Chairman of the Board, the Chair of the Committee, or a majority of the Committee members may call or cancel meetings of the Committee. The Chair of the Committee shall prepare or approve an agenda in advance of each meeting. The County Administrator and the Director(s) with the responsibilities for finance shall be invited to all meetings. Other management officials and counsel to the Board may be invited as necessary. With the exception of Directors, the Chair may excuse any non-Committee members from attendance at any meeting or portion of any meeting. A majority of 49 the total Committee composition shall constitute a quorum for the purposes of conducting the business of the Committee. IV. Responsibilities The Committee shall have the following duties and responsibilities: A. Finance 1. Review and advise the Board and senior management of the County with respect to finance initiatives, policies and procedures, including activities relating to procurement. 2. Provide direction during the preparation of the annual budget. Review the County Administrator’s final budget proposal and provide recommendations to the Board with respect to those proposals including tax rates and fees. 3. Review and advise the Board on supplemental appropriation requests, transfers and change orders as dictated by policy. 4. Review the budgetary and financial implications of management’s tactical and strategic plans. 5. Review periodic or interim budget and/or financial statements to ensure the County is operating within approved financial and budgetary allocations and that the County is appropriately safeguarding its financial resources. B. Audit 1. Perform independent review and execute oversight of the financial reporting process, internal controls and independent auditors. 2. Provide a forum separate from management in which auditors and other interested parties can discuss the annual audit. 3. Meet with the external auditors during the entrance and exit conferences and at other times as needed or upon request of the external auditors. Review and approve the annual external audit engagement letter. 4. Manage the County’s internal audit function including review and approval of the internal annual audit work plan, reports and recommendations. The internal auditor shall report functionally to the Chair of the committee or designee. The Committee chair, along with the County Administrator and Finance Director, shall conduct annual evaluations of the auditor's performance. The Committee Chairman shall participate in decisions regarding the appointment of the internal auditor and the acceptance of the internal audit plan. C. Other Duties Related to Review, Reports and Improvement Procedures 1. Review and reassess annually the adequacy of this Charter, and conduct an annual self- assessment of this Committee’s performance. 50 2. Report all meetings of the Committee to the Board on the matters discussed at each Committee meeting, as appropriate. 3. Perform any other activities consistent with this Charter, the County’s goals, objectives and governing law, as the Committee or the Board deems necessary or appropriate. Original: Adopted by Board of Supervisors 1/25/2012 Revisions: 9/9/2013: reduced Board of Supervisor representatives from four (4) to three (3) 9/29/2014: no changes 10/21/2015: no changes 9/13/2017: no changes 9/12/2018: no changes 9/11/2019: no changes 9/9/2020: no changes 11/10/2021: no changes 8/10/2022: no changes 8/16/2023: no changes 8/14/2024: no changes 51 Finance Committee Agenda Item Detail Meeting Date: August 20, 2025 Agenda Section: No Board Action Required Title: Marian Homes, Inc. has submitted an Application for Real Property Tax Exemption to the Commissioner of the Revenue. This item is presented to the committee for consideration and a recommendation to the Board of Supervisors. Real property tax exemptions may be designated by the Board of Supervisors by adopting an ordinance following a public hearing. The committee postpones making a recommendation pending the establishment of a policy and further information on all exemptions. The committee directed the Commissioner of the Revenue to prepare a draft policy and provide comprehensive exemption information at a future Finance Committee meeting. Attachments: Tax Exempt Marion Homes COR.pdf Tax Exempt Marion Homes Inc.pdf Tax Exempt Virginia Code Â§ 58.1-3651.pdf Tax Exempt Marion Home Application.pdf Tax Exempt Marion Homes 990.pdf Tax Exempt Marion Homes IRS.pdf 52 53 54 55 56 57 58 59 60 Text in effect from and after July 1, 2023 Title 58.1 Taxation Chap. 36 Tax Exempt Property, §§ 58.1-3600 — 58.1-3668 Art. 4.1 Property Exempted by Local Classification or Designation on or After January 1, 2003, §§ 58.1-3651 — 58.1-3652 § 58.1-3651. Property exempt from taxation by classification or designation by ordinance adopted by local governing body on or after January 1, 2003. — A. Pursuant to subsection 6 (a)(6) of Article X of the Constitution of Virginia, on and after January 1, 2003, any county, city, or town may by designation or classification exempt from real or personal property taxes, or both, by ordinance adopted by the local governing body, the real or personal property, or both, owned by a nonprofit organization, including a single member limited liability company whose sole member is a nonprofit organization, that uses such property for religious, charitable, patriotic, historical, benevolent, cultural, or public park and playground purposes. The ordinance shall state the specific use on which the exemption is based, and continuance of the exemption shall be contingent on the continued use of the property in accordance with the purpose for which the organization is classified or designated. No exemption shall be provided to any organization that has any rule, regulation, policy, or practice that unlawfully discriminates on the basis of religious conviction, race, color, sex, sexual orientation, gender identity, or national origin. B. Any ordinance exempting property by designation pursuant to subsection A shall be adopted only after holding a public hearing with respect thereto, at which citizens shall have an opportunity to be heard. The local governing body shall publish notice of the hearing once in a newspaper of general circulation in the county, city, or town where the real property is located. The notice shall include the assessed value of the real and tangible personal property for which an exemption is requested as well as the property taxes assessed against such property. The public hearing shall not be held until at least seven days after the notice is published in the newspaper. The local governing body shall collect the cost of publication from the organization requesting the property tax exemption. Before adopting any such ordinance the governing body shall consider the following questions: 1. Whether the organization is exempt from taxation pursuant to § 501(c) of the Internal Revenue Code of 1954; 2. Whether a current annual alcoholic beverage license for serving alcoholic beverages has been issued by the Board of Directors of the Virginia Alcoholic Beverage Control Authority to such organization, for use on such property; 3. Whether any director, officer, or employee of the organization is paid compensation in excess of a reasonable allowance for salaries or other compensation for personal services which such director, officer, or employee actually renders; 4. Whether any part of the net earnings of such organization inures to the benefit of any individual, and whether any significant portion of the service provided by such organization is generated by funds received from donations, contributions, or local, state or federal grants. As used in this subsection, donations shall include the providing of personal services or the contribution of in-kind or other material services; 5. Whether the organization provides services for the common good of the public; 6. Whether a substantial part of the activities of the organization involves carrying on propaganda, or otherwise attempting to influence legislation and whether the organization participates in, or intervenes in, any political campaign on behalf of any candidate for public office; 7. The revenue impact to the locality and its taxpayers of exempting the property; and 8. Any other criteria, facts and circumstances that the governing body deems pertinent to the adoption of such ordinance. C. Any ordinance exempting property by classification pursuant to subsection A shall be adopted only after holding a public hearing with respect thereto, at which citizens shall have an opportunity to be heard. The local governing body shall publish notice of the hearing once in a newspaper of general circulation in the county, city, or town. The public hearing shall not be held until at least five days after the notice is published in the newspaper. D. Exemptions of property from taxation under this article shall be strictly construed in accordance with Article X, Section 6 (f) of the Constitution of Virginia. 1/2 Printed From CaseFinder® on 06/10/2025 61 E. Nothing in this section or in any ordinance adopted pursuant to this section shall affect the validity of either a classification exemption or a designation exemption granted by the General Assembly prior to January 1, 2003, pursuant to Article 2 (§ 58.1-3606 et seq.), 3 (§ 58.1-3609 et seq.) or 4 (§ 58.1-3650 et seq.) of this chapter. An exemption granted pursuant to Article 4 (§ 58.1-3650 et seq.) of this chapter may be revoked in accordance with the provisions of § 58.1-3605. (2003, c. 1032; 2004, c. 557; 2015, cc. 38, 730; 2018, c. 29; 2020, c. 1137; 2023, cc. 506, 507.) History 2/2 Printed From CaseFinder® on 06/10/2025 62 Marian Homes, Inc. 54-1792586 Jim McHugh 703-596-5080 President president@marianhomes.org P.O. Box 7003, Fairfax Station, VA 22039-7003 4/30/2024 We provide group homes to adult individuals with intellectual disabilities X Fundraising and via below market rental rates for our homes 123 Country Club Circle, Winchester, VA 22602 We provide group homes to adult individuals with intellectual disabilities 4/30/2024 group home to adults withintellectual disabilities 123 Country Club CircleWinchester, VA 2260254C6-2-3 X 63 Sam Morthland Tom Savage Jacob Geurkink President Vice President Treasurer Secretary president@marianhomes.org vicepresident@marianhomes.org treasurer@marianhomes.org secretary@marianhomes.org Jim McHugh Jim McHugh X President 10/20/2024 64 Changes Net Asset / Fund Balance at Beginning of Year Other income Capital gain / loss Fundraising / Gaming: Contributions Total expenses Revenue Program service revenue Investment income Gross revenue Net income Direct expenses Net Asset / Fund Balance at End of Year Donated services Unrealized gains Total revenue per financial statements Reconciliation of Revenue Recoveries Other Other Investment expenses Total revenue per return Less: Plus:Plus: Less: Total expenses per return Investment expenses Other Other Losses Reconciliation of Expenses Total expenses per financial statements Donated services Prior year adjustments Differences Return / extended due date Miscellaneous Information Failure to file penalty Excess / (deficit) Balance Sheet Beginning Ending Assets Liabilities Net assets , and ending Forms 990 / 990-EZ Return Summary Total revenue Expenses Program services Management and general Fundraising Amended return For calendar year 2023, or tax year beginning MARIAN HOMES, INC. 54-1792586 3,484,164 118,340 251,650 5,773 33,107 33,107 17,396 426,266 313,001 67,194 3,006 383,201 43,065 21,561 3,548,790 444,585 21,161 2,842 426,266 380,359 2,842 383,201 5,192,489 5,279,548 1,708,325 1,730,758 3,484,164 3,548,790 64,626 11/15/24 MARI2586 06/17/2024 4:12 PM 65 Net income or (loss) from fundraising events . . . . . . . . . . . . . . . . . . . . Net income or (loss) from gaming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .R e v e n u eE x p e n s e s1. 2. 3. 4. 5. 6. Total revenue. Add lines 1 through 11 14. 15. 16. 17. Total expenses. Add lines 13 through 21 . . . . . . . . . . . . . . . . . . . . . . . 18. 19. 20. 21. Program service revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Membership dues and assessments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Investment income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Net gain or (loss) from sale of assets other than inventory . . . . . . Net gain or (loss) on sales of inventory . . . . . . . . . . . . . . . . . . . . . . . . . . Other revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Grants and similar amounts paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Benefits paid to or for members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Salaries, other compensation, and employee benefits . . . . . . . . . . . Professional fundraising fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Occupancy, rent, utilities, and maintenance . . . . . . . . . . . . . . . . . . . . . Depreciation and Depletion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Excess or (Deficit). Subtract line 22 from line 12 Total assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Retained earnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Contributions, gifts, grants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Name Taxpayer Identification Number Form 990 Differences20232022 Two Year Comparison Report 2022 & 2023 For calendar year 2023, or tax year beginning , ending 7. 8. 9. 10. 11. 12. 13. 22. 23. 24. 25.25. 24. 23. 22. 13. 12. 11. 10. 9. 8. 7. 21. 20. 19. 18. 17. 16. 15. 14. 6. 5. 4. 3. 2. 1. Total exempt revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total unrelated revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total excludable revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Other InformationProceeds from tax exempt bonds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Government contributions and grants . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26. 27. 28.28. 27. 26. Other professional fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29.29. Compensation of officers, directors, trustees, etc. . . . . . . . . . . . . . . . 30.Number of voting members of governing body . . . . . . . . . . . . . . . . . . . Number of independent voting members of governing body . . . . .31. 32.Number of employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33.Number of volunteers 33. 32. 31. 30. MARIAN HOMES, INC.54-1792586 79,429 118,340 38,911 243,779 251,650 7,871 9,435 5,773 -3,662 23,672 33,107 9,435 10,150 17,396 7,246 366,465 426,266 59,801 18,701 27,973 9,272 92,010 96,525 4,515 198,109 258,703 60,594 308,820 383,201 74,381 57,645 43,065 -14,580 366,465 426,266 59,801 263,364 274,819 11,455 5,192,489 5,279,548 87,059 1,708,325 1,730,758 22,433 3,484,164 3,548,790 64,626 13 14 13 14 0 0 60 MARI2586 06/17/2024 4:12 PM 66 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) . . . . . . . . . . . . . . . . . . . . Gross receipts Check if applicable: For the 2023 calendar year, or tax year beginning Application pending City or town, state or province, country, and ZIP or foreign postal code Amended return terminated Room/suiteNumber and street (or P.O. box if mail is not delivered to street address) Initial return Name change Address change Name of organization Go to www.irs.gov/Form990 for instructions and the latest information.Internal Revenue ServiceDepartment of the Treasury OMB No. 1545-0047 Form Telephone numberE Employer identification numberDCB , and endingA Open to PublicDo not enter social security numbers on this form as it may be made public. Return of Organization Exempt From Income Tax 2023990 Inspection Doing business as G $ F Name and address of principal officer: H(a) H(b) H(c) Is this a group return for subordinates? Are all subordinates included? If "No," attach a list. See instructions Group exemption number Yes No NoYes I J K Tax-exempt status: Website: Form of organization: 501(c)4947(a)(1) or 527()(insert no.) Corporation Trust Association Other L Year of formation:M State of legal domicile: SummaryPart I 1 2 3 4 5 6 7a b Briefly describe the organization's mission or most significant activities: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Check this box Number of voting members of the governing body (Part VI, line 1a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Number of independent voting members of the governing body (Part VI, line 1b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total number of individuals employed in calendar year 2023 (Part V, line 2a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total number of volunteers (estimate if necessary) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total unrelated business revenue from Part VIII, column (C), line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Net unrelated business taxable income from Form 990-T, Part I, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7b 7a 6 5 4 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . if the organization discontinued its operations or disposed of more than 25% of its net assets. 8 9 10 11 12 Contributions and grants (Part VIII, line 1h) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Program service revenue (Part VIII, line 2g) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Investment income (Part VIII, column (A), lines 3, 4, and 7d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) . . . . . . . . . . . . . . . . . . . . . . . . Total revenue – add lines 8 through 11 (must equal Part VIII, column (A), line 12) . . . . . . . . . . . . Prior Year Current Year 13 14 15 16a b 17 18 19 Grants and similar amounts paid (Part IX, column (A), lines 1–3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Benefits paid to or for members (Part IX, column (A), line 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) . . . . . . . . . . . . Professional fundraising fees (Part IX, column (A), line 11e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total fundraising expenses (Part IX, column (D), line 25) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Revenue less expenses. Subtract line 18 from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 21 22 Beginning of Current Year End of Year Total assets (Part X, line 16) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total liabilities (Part X, line 26) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Net assets or fund balances. Subtract line 21 from line 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DAA Form 990 (2023) Sign Here Paid Preparer Use Only Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. Signature of officer Date Type or print name and title CheckPreparer's signature Date PTIN self-employed Firm's name Firm's EIN Firm's address Phone no. For Paperwork Reduction Act Notice, see the separate instructions. Part II Signature Block May the IRS discuss this return with the preparer shown above? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NoYesActivities & GovernanceRevenueExpensesNet Assets orFund Balances501(c)(3) ifPrint/Type preparer's name Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Final return/ MARIAN HOMES, INC. PO BOX 7003 FAIRFAX STATION VA 22039-7003 54-1792586 JIM MCHUGH PO BOX 7003 FAIRFAX STATION VA 22039-7003 426,266 X X WWW.MARIANHOMES.ORG X 1996 VA MARIAN HOMES,INC IS A NON PROFIT ORGANIZATION WHOSE SOLE MISSION IS TO OWN AND MAINTAIN GROUP HOMES IN VIRGINIA FOR PERSONS WITH INTELLECTUAL DISABILITY. 14 14 0 60 0 0 79,429 118,340 243,779 251,650 9,435 5,773 33,822 50,503 366,465 426,266 0 0 0 0 3,006 308,820 383,201 308,820 383,201 57,645 43,065 5,192,489 5,279,548 1,708,325 1,730,758 3,484,164 3,548,790 JIM MCHUGH PRESIDENT CLINT LEHMAN, CPA CLINT LEHMAN, CPA 06/17/24 P00840525 DELEON & STANG, CPAS AND ADVISORS 52-1373858 150 S EAST STREET FREDERICK, MD 21701 301-250-7400 X MARI2586 06/17/2024 4:12 PM 67 Form 990 (2023)Page 2 Part III Statement of Program Service Accomplishments 1 Briefly describe the organization's mission: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization undertake any significant program services during the year which were not listed on the2 prior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," describe these new services on Schedule O. 3 4 Did the organization cease conducting, or make significant changes in how it conducts, any program services? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," describe these changes on Schedule O. Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4a (Code: . . . . . . . . .) (Expenses $ . . . . . . . . . . . . . . . . . . . . . . . . . . .including grants of $ . . . . . . . . . . . . . . . . . . . . . . . . . .)(Revenue $ . . . . . . . . . . . . . . . . . . . . . . . . . .) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . )$ . . . . . . . . . . . . . . . . . . . . . . . . . .(Revenue)$ . . . . . . . . . . . . . . . . . . . . . . . . . .including grants of$ . . . . . . . . . . . . . . . . . . . . . . . . . . .) (Expenses(Code: . . . . . . . . .4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4c (Code: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ . . . . . . . . . . . . . . . . . . . . . . . . . . .including grants of $ . . . . . . . . . . . . . . . . . . . . . . . . . .)) (Expenses $ . . . . . . . . . . . . . . . . . . . . . . . . . .)(Revenue . 4d Other program services (Describe on Schedule O.) (Revenue )$(Expenses )$including grants of$ 4e Total program service expenses Form 990 (2023)DAA NoYes Yes No Check if Schedule O contains a response or note to any line in this Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. MARIAN HOMES, INC.54-1792586 MARIAN HOMES,INC IS A NON PROFIT ORGANIZATION WHOSE SOLE MISSION IS TO OWN AND MAINTAIN GROUP HOMES IN VIRGINIA FOR PERSONS WITH INTELLECTUAL DISABILITY. X X 313,001 MARIAN HOMES INC IS A NON PROFIT ORGANIZATION WHOSE SOLE MISSION IS TO OWN AND MAINTAIN GROUP HOMES IN VIRGINIA FOR PERSONS WITH INTELLECTUAL DISABILITY. N/A N/A 313,001 MARI2586 06/17/2024 4:12 PM 68 1 Checklist of Required SchedulesPart IV Page 3Form 990 (2023) 2 3 4 5 6 7 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization required to complete Schedule B, Schedule of Contributors? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 9 10 11 12a 13 14a b 15 16 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization, directly or through a related organization, hold assets in donor-restricted endowments If the organization's answer to any of the following questions is “Yes,” then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable. Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI and XII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization maintain an office, employees, or agents outside of the United States? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 18 19 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Did the organization report more than $15,000 total of fundraising event gross income and contributions on Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? Yes No 19 18 17 16 15 14b 14a 13 10 9 8 7 6 5 4 3 2 1 DAA Form 990 (2023) or in quasi-endowments? If “Yes,” complete Schedule D, Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for investments—other securities in Part X, line 12, that is 5% or more Did the organization report an amount for investments—program related in Part X, line 13, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . reported in Part X, line 16? If "Yes," complete Schedule D, Part IX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X . . . . . . . . . . . . . . . . . . . Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X . . . . . . . . . . . . . . . . "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional . . . . . . . . . . . . . . . . . . . Was the organization included in consolidated, independent audited financial statements for the tax year? If Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," complete Schedule G, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a b c d e f 11a 11b 11c 11d 11e 11f b 12a 12b foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20a Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20a 20b domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or 21 MARIAN HOMES, INC.54-1792586 X X X X X X X X X X X X X X X X X X X X X X X X X X X X MARI2586 06/17/2024 4:12 PM 69 Form 990 (2023)DAA NoYes Form 990 (2023)Page 4 Part IV Checklist of Required Schedules (continued) 28 a b c 29 30 31 32 33 34 35a 36 37 Was the organization a party to a business transaction with one of the following parties? (See the Schedule A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A family member of any individual described in line 28a? If “Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If “Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization receive more than $25,000 in noncash contributions? If “Yes,” complete Schedule M . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N, Part I . . . . . . . . . . . . . . . . . . . Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have a controlled entity within the meaning of section 512(b)(13)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI . . . . . . . . . . . . . . . . . . . . . . . . .37 36 35a 34 33 32 31 30 29 28a 28b 28c 22 23 24a 24b 24c 24d 25a 25b 26 27 employee, creator or founder, substantial contributor or employee thereof, a grant selection committee Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . to defease any tax-exempt bonds? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization maintain an escrow account other than a refunding escrow at any time during the year Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . through 24d and complete Schedule K. If “No,” go to line 25a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than organization's current and former officers, directors, trustees, key employees, and highest compensated Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on 27 26 b 25a d c b 24a 23 22 Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . employees? If "Yes," complete Schedule J . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . persons? If “Yes,” complete Schedule L, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . L, Part IV, instructions for applicable filing thresholds, conditions, and exceptions). 38 Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 3819? Note: All Form 990 filers are required to complete Schedule O. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35b controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Check if Schedule O contains a response or note to any line in this Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1b 1a 1creportable gaming (gambling) winnings to prize winners? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization comply with backup withholding rules for reportable payments to vendors and Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable . . . . . . . . . . . . . . . . . . . . Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable . . . . . . . . . . . . . . . . . . . . . . . . c b 1a NoYes Part V Statements Regarding Other IRS Filings and Tax Compliance member, or to a 35% controlled entity (including an employee thereof) or family member of any of these MARIAN HOMES, INC.54-1792586 X X X X X X X X X X X X X X X X X X X X 5 0 X MARI2586 06/17/2024 4:12 PM 70 Statements Regarding Other IRS Filings and Tax Compliance (continued)Part V Page 5Form 990 (2023) Yes No DAA Form 990 (2023) 2a b 3a b 4a b 5a b Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return . . . . . . . . . If at least one is reported on line 2a, did the organization file all required federal employment tax returns? . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have unrelated business gross income of $1,000 or more during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation on Schedule O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? . . . . . . . . . . . . . . . . . . . . If “Yes,” enter the name of the foreign country . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? . . . . . . . . . . . . . . . . . . . . . . . . . . c 6a b 7 a b c d e f g h 8 9 a b 10 a b 11 a b 12a b If “Yes” to line 5a or 5b, did the organization file Form 8886-T? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Does the organization have annual gross receipts that are normally greater than $100,000, and did the If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organizations that may receive deductible contributions under section 170(c). Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods If “Yes,” did the organization notify the donor of the value of the goods or services provided? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” indicate the number of Forms 8282 filed during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? . . . . . . . . . . . . . . . . . . . . . . . Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . . . . . . . . . . . . . . . . . . . . . . . . . . . If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? . . . . . . . . . If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? . . . . . . Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sponsoring organizations maintaining donor advised funds. Did the sponsoring organization make any taxable distributions under section 4966? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section 501(c)(7) organizations. Enter: Initiation fees and capital contributions included on Part VIII, line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities . . . . . . . . . . . . . Section 501(c)(12) organizations. Enter: Gross income from members or shareholders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” enter the amount of tax-exempt interest received or accrued during the year . . . . . . . . . . . . . . . 2b 3a 3b 4a 5a 5b 5c 6a 6b 7a 7b 7c 7e 7f 7g 7h 8 9a 9b 12a 7d 10a 10b 11a 11b 12b 2a . and services provided to the payor? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . organization solicit any contributions that were not tax deductible as charitable contributions? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13aa 13 Section 501(c)(29) qualified nonprofit health insurance issuers. b Is the organization licensed to issue qualified health plans in more than one state? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Note: See the instructions for additional information the organization must report on Schedule O. Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Enter the amount of reserves on hand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .c 13c 13b 14a 14bb 14a Did the organization receive any payments for indoor tanning services during the tax year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” has it filed a Form 720 to report these payments? If "No," provide an explanation on Schedule O . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15 16 Is the organization an educational institution subject to the section 4968 excise tax on net investment income? . . . . . . . . . . . . . . . . . . . . . . If “Yes,” see instructions and file Form 4720, Schedule N. 16 If “Yes,” complete Form 4720, Schedule O. 17 17 Section 501(c)(21) organizations. Did the trust, any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952 or 4953? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” complete Form 6069. MARIAN HOMES, INC.54-1792586 0 X X X X X X X X MARI2586 06/17/2024 4:12 PM 71 Section C. Disclosure 1b 1a 2 Form 990 (2023)DAA NoYes Form 990 (2023)Page 6 Part VI Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions. Section A. Governing Body and Management 1a b 2 3 4 5 6 7a b 8 a b 9 10a 11a Enter the number of voting members of the governing body at the end of the tax year . . . . . . . . . . . . . . . . . . . . . . . . . . . . Enter the number of voting members included on line 1a, above, who are independent . . . . . . . . . . . . . . . . . . . . . . . . . . Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to a management company or other person? . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? . . . . . . . . . . . . . . . . . . Did the organization become aware during the year of a significant diversion of the organization’s assets? . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have members or stockholders? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Are any governance decisions of the organization reserved to (or subject to approval by) members, Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: The governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Each committee with authority to act on behalf of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have local chapters, branches, or affiliates? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? . . . . . . . . . . . . . . . . . . . . . . . . . . Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? . . . . . . . Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses on Schedule O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 5 6 7a 7b 8a 8b 9 10a 11a Yes No 12a b c 13 14 15 a b 16a b Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) Did the organization have a written conflict of interest policy? If “No,” go to line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? . . . . Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe on Schedule O how this was done . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have a written whistleblower policy? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have a written document retention and destruction policy? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? The organization’s CEO, Executive Director, or top management official . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other officers or key employees of the organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes” to line 15a or 15b, describe the process on Schedule O. See instructions. Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12a 12b 12c 13 14 15a 15b 16a 16b 17 18 19 20 List the states with which a copy of this Form 990 is required to be filed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c) (3)s only) available for public inspection. Indicate how you made these available. Check all that apply. Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. State the name, address, and telephone number of the person who possesses the organization's books and records. Own website Another's website Upon request Check if Schedule O contains a response or note to any line in this Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 10b b Describe on Schedule O the process, if any, used by the organization to review this Form 990. stockholders, or persons other than the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule O. Other (explain on Schedule O) MARIAN HOMES, INC.54-1792586 X 14 14 X X X X X X X X X X X X X X X X X X X X VA X CRAIG ANDERSON PO BOX 7003 FAIRFAX STATION VA 22039 703-915-4786 MARI2586 06/17/2024 4:12 PM 72 from the related organizations compensation Section A. Independent Contractors Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, andPart VII Page 7Form 990 (2023) DAA Form 990 (2023) Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the1a List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. List all of the organization's current key employees, if any. See instructions for definition of "key employee." who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations. List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. See the instructions for the order in which to list the persons above. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (A)(B) (C) (D)(E)(F) Name and title Position from related compensation Reportable organizations (W-2/ 1099-MISC/ Reportable of other Estimated amount organization and compensationfrom the organization (W-2/ 1099-MISC/Individual trusteeor directoremployeeHighest compensatedInstitutional trusteeOfficerKey employeeFormer• organization's tax year. List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee)•• • • Check if Schedule O contains a response or note to any line in this Part VII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . organizations below per week hours for Average hours related (list any dotted line) (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) officer and a director/trustee) box, unless person is both an (do not check more than one . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1099-NEC)1099-NEC) MARIAN HOMES, INC.54-1792586 X JIM MCHUGH PRESIDENT 12.00 0.00 X X 0 0 0 TOM SAVAGE V. PRESIDENT 6.00 0.00 X X 0 0 0 SAM MORTHLAND TREASURER 5.00 0.00 X X 0 0 0 JAKE GEURKINK SECRETARY 4.00 0.00 X X 0 0 0 LISA-ANTHONY PRICE DIRECTOR 5.00 0.00 X 0 0 0 TIMOTHY BECK DIRECTOR 3.00 0.00 X 0 0 0 STEVE CANTU DIRECTOR 5.00 0.00 X 0 0 0 ELIZA ENGLER DIRECTOR 4.00 0.00 X 0 0 0 RAYMOND A. FERRARI DIRECTOR 3.00 0.00 X 0 0 0 JANNETTE FISHER DIRECTOR 3.00 0.00 X 0 0 0 PATRICK MEERE DIRECTOR 2.00 0.00 X 0 0 0 MARI2586 06/17/2024 4:12 PM 73 Form 990 (2023)DAA Form 990 (2023)Page 8 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) d Total (add lines 1b and 1c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 3 4 5 Yes No 5 4 3 Did the organization list any former officer, director, trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization (A)Name and business address Description of services(B)(C)CompensationIndividual trusteeor directorInstitutional trusteeOfficerKey employeeemployeeFormerHighest compensated(C) Total from continuation sheets to Part VII, Section A . . . . . . . . . . . . . . .c 1b Subtotal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (do not check more than one box, unless person is both an officer and a director/trustee) Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . dotted line) (list any related hours Average hours for per week below organizations 1099-MISC/ organization (W-2/ from the compensation organization and Estimated amount of other Reportable 1099-MISC/ organizations (W-2/ Reportable compensation from related Name and title (F)(E)(D)(B)(A) compensation related organizations from the 1099-NEC)1099-NEC) (12) (13) (14) (15) (16) (17) (18) (19) MARIAN HOMES, INC.54-1792586 (12)SALLY PARRIS 2.00 DIRECTOR 0.00 X 0 0 0 (13)RICK STONE 3.00 DIRECTOR 0.00 X 0 0 0 (14)PAUL WILKINSON 2.00 DIRECTOR 0.00 X 0 0 0 0 X X X 0 MARI2586 06/17/2024 4:12 PM 74 Form 990 (2023) DAA Form 990 (2023)Page 9 Part VIII Statement of Revenue (A)(B)(C)(D) Total revenue Related or exempt Unrelated Revenue excluded function revenue business revenue from tax under sections 512-514 1a b c d e f g h Federated campaigns . . . . . . . . . . . . . . . Membership dues . . . . . . . . . . . . . . . . . . . Fundraising events . . . . . . . . . . . . . . . . . . Related organizations . . . . . . . . . . . . . . . Government grants (contributions) . . . . . . . . . . . .All other contributions, gifts, grants, and similar amounts not included above . . . . . . . . Noncash contributions included in Total. Add lines 1a–1f . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a 1b 1c 1d 1e 1f . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a g f e d c b All other program service revenue . . . . . . . . . . . . . . . . . . . $ Total. Add lines 2a–2f . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Contributions, Gifts, Grantsand Other Similar AmountsProgram Service3 4 5 6a b c d Investment income (including dividends, interest, and other similar amounts) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Income from investment of tax-exempt bond proceeds . . . . . . . . . . . Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gross rents Less: rental expenses Rental inc. or (loss) Net rental income or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Business Code (i) Real (ii) Personal (ii) Other(i) Securities d c b 7a Gross amount from sales of assets other than inventory Less: cost or other basis and sales exps. Gain or (loss) Net gain or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a b c Gross income from fundraising events (not including of contributions reported on line 1c). See Part IV, line 18 . . . . . . . . . . . . . . . . $ . . . . . . . . . . . . . . . . . . . . . . Less: direct expenses . . . . . . . . . . . . . . . Net income or (loss) from fundraising events . . . . . . . . . . . . . . . . . . . . . Gross income from gaming activities. See Part IV, line 19 . . . . . . . Less: direct expenses . . . . . . . . . . . . . . . Net income or (loss) from gaming activities . . . . . . . . . . . . . . . . . . . . . . . Gross sales of inventory, less returns and allowances . . . . . . . . . Less: cost of goods sold . . . . . . . Net income or (loss) from sales of inventory . . . . . . . . . . . . . . . . . . . . . . 11a b c d e Total revenue. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10a 9a b b c c 12 All other revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total. Add lines 11a–11d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Business Code MiscellaneousOther RevenueCheck if Schedule O contains a response or note to any line in this Part VIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .RevenueRevenue1g 6a 6b 6c 7a 7b 7c 8a 8b 9a 9b 10a 10b lines 1a-1f . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . MARIAN HOMES, INC.54-1792586 118,340 118,340 RENTAL INCOME 251,650 251,650 251,650 5,773 5,773 33,107 33,107 LAWNCARE REVENUE 13,211 13,211 OTHER REVENUE 4,185 4,185 17,396 426,266 269,046 0 5,773 MARI2586 06/17/2024 4:12 PM 75 Statement of Functional ExpensesPart IX Page 10Form 990 (2023) DAA Form 990 (2023) Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. 1 2 3 4 5 6 7 8 9 10 11 a b c d e f g 12 13 14 15 16 17 18 19 20 21 22 23 24 a b c d e 25 26 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 . . . . . . . . . . . Grants and other assistance to domestic individuals. See Part IV, line 22 . . . . . . . . . . . . . Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 . . . Benefits paid to or for members . . . . . . . . . . . . . Compensation of current officers, directors, trustees, and key employees . . . . . . . . . . . . . . . . Compensation not included above to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . . . . . . . . Other salaries and wages . . . . . . . . . . . . . . . . . . . Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) Other employee benefits . . . . . . . . . . . . . . . . . . . . Payroll taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Fees for services (nonemployees): Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Legal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lobbying . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Professional fundraising services. See Part IV, line 17 Investment management fees . . . . . . . . . . . . . . . Other. (If line 11g amount exceeds 10% of line 25, column Advertising and promotion . . . . . . . . . . . . . . . . . . . Office expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Information technology . . . . . . . . . . . . . . . . . . . . . . Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Occupancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Payments of travel or entertainment expenses for any federal, state, or local public officials Conferences, conventions, and meetings . . . Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Payments to affiliates . . . . . . . . . . . . . . . . . . . . . . . . Depreciation, depletion, and amortization . . . Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other expenses. Itemize expenses not covered above. (List miscellaneous expenses on line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.) All other expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . Total functional expenses. Add lines 1 through 24e . . . . . fundraising solicitation. Check here if organization reported in column (B) joint costs from a combined educational campaign and following SOP 98-2 (ASC 958-720) . . . . . . . . . . . . . . . (A)(B)(C)(D) Total expenses Program service Management and general expensesexpenses Fundraising expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Check if Schedule O contains a response or note to any line in this Part IX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Joint costs. Complete this line only if the (A) amount, list line 11g expenses on Schedule O.) . . . . . . . . MARIAN HOMES, INC.54-1792586 22,144 22,144 2,842 2,842 2,987 2,775 212 3,728 3,728 63,859 63,859 96,525 96,525 4,181 2,411 1,770 REPAIRS & MAINTENANCE 78,211 74,647 3,564 REAL ESTATE TAXES 57,640 57,640 OTHER ADMINISTRATIVE 32,356 1,400 28,590 2,366 LAWN CARE 17,610 13,744 3,866 1,118 478 640 383,201 313,001 67,194 3,006 MARI2586 06/17/2024 4:12 PM 76 IIITERT{AL REUENUE SERVICE OISTRICT OIREETORP. 0. BOX 2E0S CIIEIIS{ATIr 0H 45201 -Ihte: rlARrAN [Fpr]9 S C./8 JS}IES E AUTRY 41A3 LEO}IAtrE BR FAIFF$(r VA 22030 SEP*RTIIEilT OF THE TREASURY Enp loyer Ideit i f icat i c.n l{urter: 54-179?E€6 ttLHr 170S3310042006 Cc'ntact Persc,n: $. A. BO}INING Ccintact Telephane l{unberlt513) 684-3987 Accaunt i ng Per i <,d End i ngtJune 30 FEundation Status Cl Essif i catian:509(a) (11 Advance Rut i*g pEriod geginsl February ?2t l?96 Advance Rul ing Feriod Eads; June 30r 20OO Addendua Appl iesl Yes Oear App I icent:'i- Eased on infr:rnation y'3tt :uppl i*dr and assuli[g yrrr operatians Nill be asstated in your appl iratian for recfgnition of exempiirnr ne-have deternin*d you3ra exatrPt fron federal inc,:ne tax under section 501{e} of th* rnternar neveiuecode as ar organizati*n describ*d in section 801(c)(s) Eecause you are a reHly create,l arganizationt He -re n$t [or{ mak ing af inal deteraination ef your foundation itatus uuder section.Er:9(a) of the E,:de-Horeverr xe have d*ternined that yolr Ea$ reaEonrbly expect to be a publ iclysupported organi=atiou described in secti+as 50?(aitl) and fzoitl(1)(A)(vil. Accordiaglyr during an advance rul ing period y,lu Hi I I be treated as apubl icly supparted orgauieationr and not as a prlvate f,]urdrtian- This advancerul ing period begins and ends an the dates shor{u ab*ve. l{i'thin ?o days after the end of your advauce ruling periodr yau rustsend us the infoilation needed to deteruine xhether you-hiv";;; the require-rents of the appliceble support t€st during the advauce rulinf-feriou. rf youestablish that fltt hlve been a ptblicly supported organizatioirlre niil ctassi-fy vou as a seetion Eo9(a) (1) or 50?(a){2} organizatfon i. iiiq .E yoo continueto reet the requirelents of the eppl icable sutport test. ft-Viu do not leettfe public suppart requirerents during the advanee ruling periodr He rillclassify yo1 a: . private foundation ior future periods.- il.o, if 31e claa=ify -yolr as a private foundationt rle xi I I treat you as a private foundatior froryorr beginning date for purposes of sectioa Eoz(d) and {g40. Grantors and contributors ray rely on our deteruination that you are not aprivate foundation unti I g0 days after the end of ynur advance rul ing period.rf you send rE the required infonation rithia the ?0 taysn'li"it,r., "nocontributors tsy continue to rely on the advance deteruinatiin unti I re rakee f inal deteraination of your fo{rndation status. rf xe Publish a notice in the fnterual Revenue Builettn atating that ne Letter 1O{5 (00/CG} 77 |- I{ARIAN HO}iES nill no longsr treat yDu aE a publicly supported organizati*nr grantors endcontributars tr8y not rely':n this detsrnination after the date r*e pubtish theuotice. Ia additi'xr if you l,:se your status as a publicly s,rpporied organi-zation,r and a grantor or contributor Has responsible forr or ras "*"r* ofr theact or failure to ectr that resulted in your loss of such statusr that pers,lnray not rely on this deteruination fron the date of the act or failure ia-act.Alsar if a grantor or contributor learned that xe had given notice that yo4xoutd be reloved froo classification as a publicly supt,17f,g6 orgittizationr thenthat person ray not r*ly on this deterlination ilg rlf tire date he,rr sheacqui red such knorledge. If you change your source: of supportr your purprf,s€sr characterr rlr uethodof operationr please let us knax sa fle can consider the effect of the change onyour exeept status and foundation status. If you auend your organi=ationaldocunent or bylarsr please s*nd us a copy of the auended document or bylaxs.Alsor let us kn*H all changes in'your naEe or address. ::- As of January 1r 19s4r yeu are liable for s,:cial security taxes uRderthe Federal Insurance Contributi'rns Act on as'xunts *f $100 or oore ysr pay t.reach of ysur ef,ployees during a calendar year. You are not liable for the taxiup*sed under the Federal Unerpl,:ynent Tar Act (FUTA). 0rganisations that are nat private foundations.re not subject t,: the pri-vate foundatian exEise taxes under Chapter 42, *f the feternal Revenue Code.Ha*everr ysu are not auiotxatically ex*opt fron other federal excise tares. Ifyou have any questions abaut exciser *nployrentr r.rr other fedaral taxesr pleaselet us tnou. 0onors lay deduct contributious to you as provided in s*ction 170 of thefnternal Revenue Code. Eequestsr legaciesr devisesr tranEfersr or gifts ta youor for your ose are deductible for Federel estate and gift tex purpJses if .tireyreet the applicable provisiens of sections 20581 2106r and eEZl of the Code. O,onors ray deduct contributions to you onty to the extent that theircontributions are giftsr rith lo cottsideratior received. Ticket purchases andsiri lar payrents in coniunction xith fundraiaing eventr rey not- necessari tyquelify as deduetible contributiensr depending oa the circurstances. RevenueRuling 67-246t pu0tistred in Cunulative Balletin l?61-* or p{ge l04r givesguidelines regarding rfteu tarp.yers ray deduct payrents for ai:ission tor orother participation inr fundraising activitieg for charity. Contributione to you are deductible by donors beginniug February ?Er 1?p6. You are not required tu file Foru ?90r Return of Organizatian Exenpt Frorfncore Taxr if your gros5 receipts each yeilr .re nDrlat ty faSrOOo or less. Ifyor receiye a For:990 peckage in the railr sirply ettach the lahet providedrcheck the box in the headiag to indicate that-your anluat gru6s receipts lretrorual ly 325r0OO or lessr end sign the retura. rf you ere required to file a return you rust file it by the l5th day of Letter 1045 (BO./C8, 78 -3- ilAAIAfl H8I{ES the f ifth nonth tfter the end at y*u annuitl accountiag period. t{e-charge epanelty ef t10 a day xhen a returl is fi led later unleis-thEra i, ,""roniUt.ceuse for the delay. Honeverr the uaxinum penatty xe ctrarge cainot exceedt5r000 or 5 percent of yorr grosE receipts for the yeerr *fri.n*r*. is less. l{*ray ilso cftarge this penalty if a return is not corplete. Sor please be sureyour return is coaplete befare yfiu fi le it. You are not required to file federal incone tax returni unless you aresubject to the tax on rtnrelated busin*ss itrcrle under sectioa 611 of the Code.If you are subiect to this taxr you lust fi le an incoae tex return on Forn990-Tr Exeapt 0rganiaation Business Incr'rle Tax Return. In this letter !{e arenot deteruiaing xhether any of your present or proposed activlties rre unre-Iated trede or business as de?ined in section Eig of the c,rde. You need an eaeloyer identification nurber even if you have no erplayees.If an erployer identificati,rn numter tlas not entared 6R your applicationr 11erill rssign a nulher to you and advise you of it. Please ase that nuaber oni{l returns you file and in ali correspondence rrith the Xnternal REvenue$*rv i ce. You indicate that yau nill not f inauce y,){rr activitieE xith tax-exerptbonds or certificates of participati':n. Thereforer this deteruinatirn letteris based on the understanding that you r{i l l not raise fnndE through euchfinancing. If in the future you xish t* raise fuuds by either of theseretftodsr you should request a rul ing frau the fnteraal Eevenue Ser.ricer1111 Congtitntion Avenuer [.]l.r ]lashingtonr B.C. 2SIt4r Attn: CpsElE0:Rraccording to Rev*nue Procedure 9O*{r l?90-e I.R.B. tO. If ne said in the heading of this letter that an addenduCI appt ie€, theaddeadur enclosed iE an integral par"t of thig letter. Becauea this letter could help us resslve rny qurstions abo{t your exerptEtrtut end foutdetiot statusr you should keep it in your peqanent recordE. If you hlve lty questioner Pletse contact the perso[ Hhoge nare endtalephoae nurber .re €hoxr in the lrerding of this letter. Sircerely yaarrr G/4fufr Oistrict 0irector Enc losure (s! : Addendur Fort 872-C LEtter t0{5 (OOICE} 79 -4- ilARIAN HOI{ES You are required ta nafe your arnual return ayailable fer public inspectionfor three years after the returl iE due. You are also required to lakeavailable a cepy of ycur exeilptien applicationr and suppoiting dc.curentsr andthis exenption letter. Failtre ta cake t[ese dccunents availiute tor publicinspectior ray subiect you to a perillty of i10 per day far each day there isfailure te corply (up to e taxirur sf iETOOO in the case cf an annual return).See llternal Revenqe Service Notice 88-13Or l?O8-2 C-8. 4E4r for additional i Rfornat i on. If your orgsllizatioa cenducts futtd-raisiug events such as benefit dinrerg,euctiotls: rerberEhip drivesr etc., Hher€ sorething af value is received inreturn for coatributionEr you cas ftelp yaur donqrs avoid difficutties riththeir incore tax returns by assisting then ia det*roining the proper taxtreatrelt of their contributions. To de this you shouldi in edvance of theeventr detenile the fair rarket value of the benef it received al}d stete itir your fund-raising naterials such as sc,licitatirRsr ticletsr and receiptsi* such a ney that yaur donsrs can detemine hon much is deductible aad irexruc'lt is nat. To aEsist you ia thiEr the service hae iseued Fublicatian l3g1rBeductibi I ity of Payaents ilede ta CharitiEs Ccrnducting Fund-Raising Event..You ray obtain copies of Publication 1391 froa your local IRS 0ffice.Guidel ines for deductible anounts .re ilso get iorth in Revenue Rul ing 6T-846r1967-2 C.B. 104 and RevenuE Precedure g0-l2r l?90-l C.B. 4?l and RevenuePrccedure ?Z-4?t t?92-ZA I.R.B. 14. Letter 1048 (I}O./CB) 80 ,-872'G r.+t,ltrI Lrrrrrrnrrylrtrlr|h-r.aa€ Congoil Flrlng Ped& { Umttatlon 1'p$.dil;;nt iirir Under soqhn 4s4o of thc lntemel Reremte ffi orlrS r3i{rr tr brdrlitcorfBlIIiihtd-l fscr@ r.hds locrion oqoJgg g Hffi.Hffiff ffi#fi"H$"'ffiffi ffiffi' lF' UsUlcf Oncbrolhbrnj Baffilq or .rd tr AE*fltCocnrsgrlBmqonr PEIIE ErriPt-otgeltdgtO con*t r!'.ffi#ffi,5 ffi.?ffiffi #3 ffi gff"ffiS#[I# ;" ta(,Bat [r tl ltil,'. Hor,*,, il r ndcc d ffitcyh tsx hf !fry_g,'s yean b ssnr *, tr orprtaour be. fi. psird .r,r* [E Enc h 'arhg,, .o"fioifo-"il b"-tft*&rr"d iloe nftd d day! ttre rssessmsnt B ffioiteo. PIE 60 dry6' e,e'e der. d *.t u * #*:ffi'8.'8Jtr4 Gorlrt{rclil rtrlhfiFt "ePf olQ"snfAmucilc;crtBrrul*n tfrd'81 IIITERNAI REVE}IT'E SERVICE P. O. BOX 2508 CINCINNATI, OH 4520L Date:fiI lqZm IitARIAMOIIES C/O JAMES E AUIRTY 4124 LEONARD DR FATRFAX, VA 22A3A-5118 DEPARTMEIOT OF TIIE TREASURY Employer Identif ication Number : 34-17925A6 DLN: 200279439 ContacE Person: BERT W DEVANrIER ID* 31399 Coatact, Telephone Number :(871t 829-5500 Our teEEer DaEed: February, 1997 Addendum Applies: No which we staLed that YouprivaLe foundaticnr until the Dear Applicant: This modifies our letEer of the above date in would be trealed as an organization ehat is noE a expi-raEion of your advance ruling period' your exempE sEaEus under secEion 501 (a) of che Internal Revenue Code as an organization discribed in section 501{c}{3} is seill in effecc' Based orl the information you submirted, we have determined that you are noE a privage foundaeion within the meaning of section 509{a) of che Code because you are ao oigarriz"rion of Ehe L)rpe desiribed in secEion 509(a) (1) and 1?0(b) (1) (A) (vi) ' GranEors and conEributors may rely on this determinatsion unless Ehe InEernal Revenue Service publishes noeice to the contrary. However, if you lose your secEi.on 509(a)(1) status, a grantor or conEributor may not rely on ehis determinaEion if he or she was in Part responsible for, or was aware of, the acE or failure to act., or Ehe subsEanEial 0r maEerial change on Ehe Palt of ih. org.r.ization Ehats resulted in your loss of sueh stat'us, or if he or she ""qoi.ia knorerledge chat. t,he Internal Revenue Service had given nocice chatr you ,ro,ita no longer 6e classified as a secLion 509{a} (1) organization' you are reguired !o make your arrrrual informaEiorr return, Form 99O or Form 990-EZ, "rii1"b1. for public inspection for three years aftser Ehe later si::-.e d::e da:e o! --L= reEurn or:he dace l:e ]returlr is f:!e(i' Ycu are also required Eo make available for public inspection your exemPEion applicaEion' irri =,.pp"rEing documenEs, and yo,r. er,e*ption le;Eer.. Copies of these documenEs "=" "f"o-i.g"i.-a -.o-be proviled to any individual upon writt'en or ir: person reguesr wifhoui ch-rge otlrei UhaB reasonable fees for copying'*P -. poarage. you rnay irrf f itl tlis requirement by placing these d"":I:=q" $6 "the?rrt"ri.c - penal-Lies may be irnposed for failure to comply wigh Ehese ieguiremenes- Additional information 1s avail-abLe in Publicagioa 557, Tax-ExempE SEatus for Your OrganizaEion, or you may call our CoIl free number shown above If we have indicaEed in che heading of this letEer EhaE an addendum applies, Ehe addendum enclosed is an incegral part of ehis letter' LeEtrer l_o5o {DO/CG} 82 -z- ^ l{AnreN Hoi{Es Because tbis letter could belp reaolve any gueaBioos about your private foundation staEEs. please keetrr it. in your tErnaneat records If you bavc any queEtions, please contact thc gereon shoge name and cclephone nuobcr ate shorrr aborrc Sincerely yanra, strs Ir ITJJS Stsvca T. tlillerDiractor, Exsqrt Orgarizations LeEEer 1050 (Dolclil 83