HOMEWOOD LIVING FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

HOMEWOOD LIVING FOUNDATION INC

EIN 52-1892689 · Human Services (P750)

What they do

THE HOMEWOOD GROUP of COMPANIES PRIMARILY PROVIDES A CONTINUUM of CARE for ELDERLY PERSONS IN BEAUTIFUL RETIREMENT COMMUNITIES and NURSING HOMES IN FIVE LOCATIONS: FREDERICK, MARYLAND; WILLIAMSPORT, MARYLAND; HANOVER, PENNSYLVANIA; MARTINSBURG, PENNSYLVANIA; and EVERETT, PENNSYLVANIA. THESE FACILITIES CONTAIN A TOTAL of 1,149 INDEPENDENT LIVING COTTAGES and APARTMENTS, 288 ASSISTED LIVING UNITS, and 451 NURSING HOME BEDS. THE NURSING HOME BEDS ARE PROVIDED for SKILLED and SPECIAL MEMORY CARE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $42.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders9 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

6.45%of revenue went to mission work42.2% of expenses · Program services

6.90%of revenue went to fundraising45.1% of expenses

$15.30spent for every $100 of revenueRevenue covered expenses this year.

1.95%of revenue went to management and office costs12.8% of expenses

$15.92in assets for every $1 spent this yearSome assets cannot be spent right away.

74.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $360,327 for PAT OTOOLE (SECRETARY). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$10,307,779

Mission workProgram services$664,9446.45% of revenue42.2% of expenses

ManagementOffice and general costs$201,5031.95% of revenue12.8% of expenses

FundraisingAsking for donations$710,8806.90% of revenue45.1% of expenses

Revenue left after expensesReported annual surplus$8,730,45284.70% of revenueShown in gray on the chart

Total expenses$1,577,32715.30% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 42.2% mission · 12.8% management · 45.1% fundraisingTotal expenses: 15.30% of revenue

2023Expense mix: 27.5% mission · 16.3% management · 56.2% fundraisingTotal expenses: 39.27% of revenue

2022Expense mix: 40.7% mission · 12.1% management · 47.2% fundraisingTotal expenses: 21.80% of revenue

2021Expense mix: 49.3% mission · 14.4% management · 36.3% fundraisingTotal expenses: 33.80% of revenue

2020Expense mix: 97.8% mission · 0.8% management · 1.5% fundraisingTotal expenses: 1,404.74% of revenue

2019Expense mix: 67.8% mission · 14.2% management · 18.1% fundraisingTotal expenses: 51.40% of revenue

2018Expense mix: 62.8% mission · 12.4% management · 24.8% fundraisingTotal expenses: 56.59% of revenue

2017Expense mix: 69.8% mission · 7.4% management · 22.9% fundraisingTotal expenses: 38.74% of revenue

Money in and money out

Revenue$10,307,779

Expenses$1,577,327

Annual surplus $8,730,452 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$664,944 · 42.2% of expenses

Management and office costs$201,503 · 12.8% of expenses

Fundraising$710,880 · 45.1% of expenses

See all reported dollar amounts

Revenue$10,307,779

Expenses$1,577,327

Assets$25,110,036

Income$21,930,715

Contributions$7,644,480

Mission work (program services)$664,944

Fundraising$710,880

Grants given$31,111,300

Average grant$840,846

Management and general$201,503

Executive compensation (total)$248,204

Stocks and bonds$18,440,053

Accounting fees$24,551

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

PAT OTOOLESECRETARY · 40 hrs/week $360,327Base $332,056 · Other $28,271

THAD D ROTHROCKPARENT PRESI · 1 hrs/week $135,654Base · Other $135,654

WENDY S CRAMPTONTREASURER/VP · 1 hrs/week $88,853Base · Other $88,853

RICHARD P MILLERVP OPERATION · 1 hrs/week $59,335Base · Other $59,335

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (9)

PAT OTOOLESECRETARY

THAD D ROTHROCKPARENT PRESI

WENDY S CRAMPTONTREASURER/VP

RICHARD P MILLERVP OPERATION

DOUGLAS BECKERDIRECTOR

JUDY WINFIELD HANCOCKVICE CHAIR

KARL MORRISDIRECTOR

RANDY SCOTTDIRECTOR

RICK SMITHCHAIR

About this charity

Recognized since: January 1995
Location: 16107 ELLIOTT PKWY, WILLIAMSPORT, MD 21795-4084
County: Washington
In care of: WENDY S CRAMPTON
Primary officer: WENDY S CRAMPTON, TREASURER/VP FINANCE

How to reach them

WebsiteVisit the charity’s website Emailinfo@hmwd.org Phone(301) 582-1626

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: SMITH ELLIOTT KEARNS & COMPANY LLC
NTEE classification: Human Services (P750)
IRS tax category: Continuing Care Retirement Communities
Grant-giving organization: Yes