HOMEWOOD FOUNDATION INC

EIN: 521892689 501(c)(3) Human Services

WILLIAMSPORT, MD

Total Revenue
$2,933,130
Total Expenses
$1,151,937
Total Assets
$17,986,820
Net Assets
$15,999,242
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
MD
Principal Officer
WENDY S CRAMPTON
Phone
3015821626
Tax Period
2023-01-01 to 2023-12-31

HOMEWOOD FOUNDATION INC, founded in 1994, is a community nonprofit in the Human Services sector that reported $2.9M in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.8M, a strong 61% operating margin.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $196,367

RESIDENT CARE - PAYMENTS ENABLE THE HOMEWOOD GROUP TO (A) PROVIDE SERVICES TO RESIDENTS WHO ARE UNABLE TO PAY FOR THEIR SERVICES, (B) MAXIMIZE OCCUPANCY WHICH KEEPS DAILY FEES AT A REASONABLE LEVEL...

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RESIDENT CARE - PAYMENTS ENABLE THE HOMEWOOD GROUP TO (A) PROVIDE SERVICES TO RESIDENTS WHO ARE UNABLE TO PAY FOR THEIR SERVICES, (B) MAXIMIZE OCCUPANCY WHICH KEEPS DAILY FEES AT A REASONABLE LEVEL. THE HOMEWOOD FOUNDATION RAISES FUNDS FOR A VARIETY OF IMPORTANT INITIATIVES, INCLUDING: BENEVOLENT CARE FOR HOMEWOOD RESIDENTS WHO MAY NEED SPECIAL ASSISTANCE THE HOMEWOOD BENEVOLENT ENDOWMENT FUND, ESTABLISHED IN 1972, RECEIVES GIFTS FOR BENEVOLENT CARE. THESE FUNDS ARE DISTRIBUTED AMONG THE RETIREMENT COMMUNITIES TO ASSIST WITH THE FINANCIAL NEEDS OF RESIDENTS WHO MEET ESTABLISHED QUALIFICATION CRITERIA. THE BENEVOLENT FUNDS ARE RAISED ANNUALLY THROUGH: 1. BENEVOLENT AND MEMORIAL GIFTS 2. A MOTHER'S DAY APPEAL IN COOPERATION WITH UNITED CHURCH OF CHRIST CHURCHES 3. AN ANNUAL APPEAL AT YEAR-END 4. SITE PROJECTS, SUCH AS THE "GARDEN OF LIFE- AND "TREE OF LOVE" DURING THE HOLIDAYS

Program 2
Expenses: $120,375

CAPITAL CAMPAIGN AND FUNDRAISING ALLOCATIONS - FUNDS WHICH FLOW THROUGH THE FOUNDATION TO PROVIDE CAPITAL SUPPORT FOR ESTABLISHING AND MAINTAINING FACILITIES USED BY THE HOMEWOOD GROUP TO CARRY OUT...

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CAPITAL CAMPAIGN AND FUNDRAISING ALLOCATIONS - FUNDS WHICH FLOW THROUGH THE FOUNDATION TO PROVIDE CAPITAL SUPPORT FOR ESTABLISHING AND MAINTAINING FACILITIES USED BY THE HOMEWOOD GROUP TO CARRY OUT THEIR EXEMPT PURPOSES. THE HOMEWOOD FOUNDATION RAISES FUNDS FOR A VARIETY OF IMPORTANT INITIATIVES, INCLUDING: CAPITAL CAMPAIGNS FOR EXPANSION AND BEAUTIFICATION PROJECTS SPECIAL PROJECTS AND ACTIVITIES WITHIN THE HOMEWOOD COMMUNITIES

Program 3

RESIDENT LIFE ENRICHMENT ENDOWMENT FUND (RLEEF) - PROVIDES FUNDS FOR ENHANCED PROGRAMMING TO PROVIDE SPECIAL ACTIVITIES AND EVENTS AT EACH OF THE HOMEWOOD'S FIVE SITES, TO ENHANCE AND ENRICH THE...

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RESIDENT LIFE ENRICHMENT ENDOWMENT FUND (RLEEF) - PROVIDES FUNDS FOR ENHANCED PROGRAMMING TO PROVIDE SPECIAL ACTIVITIES AND EVENTS AT EACH OF THE HOMEWOOD'S FIVE SITES, TO ENHANCE AND ENRICH THE LIVES OF RESIDENTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,617,991
Program Service Revenue $0
Investment Income $522,622
Other Revenue $792,517
TOTAL REVENUE $2,933,130

Expense Breakdown

Grants Paid $316,011
Salaries & Benefits $615,364
Fundraising Expenses $647,054
Program Expenses $316,742
Other Expenses $220,562
TOTAL EXPENSES $1,151,937

Year-over-Year Comparison

2023 2022 Change
Revenue $2,933,130 $5,586,499 -0.5%
Expenses $1,151,937 $1,217,794 -0.1%
Net Income $1,781,193 $4,368,705 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
5
Employees
N/A
Volunteers
5

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$2,777,949
Total Directors
6
$985,629
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
THAD D ROTHROCK PARENT PRESI 1.00
Officer Director
$0 $127,465 $985,629
RICHARD P MILLER VP OPERATION 1.00
Officer
$0 $51,889 $572,736
WENDY S CRAMPTON TREASURER/VP 1.00
Officer
$0 $61,374 $539,697
LINFORD J YODER VP-HUMAN RES 0.00
Officer
$0 $41,176 $348,377
PAT O'TOOLE SECRETARY 40.00
Officer
$294,561 $36,949 $331,510
DOUGLAS BECKER DIRECTOR 1.00
Director
$0 $0 $0
JUDY WINFIELD HANCOCK VICE CHAIR 1.00
Officer Director
$0 $0 $0
KARL MORRIS DIRECTOR 1.00
Director
$0 $0 $0
RANDY SCOTT DIRECTOR 1.00
Director
$0 $0 $0
RICK SMITH CHAIR 1.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $2,933,130 $1,151,937 $17,986,820 $1,781,193
2022 $5,586,499 $1,217,794 $16,258,510 $4,368,705
2021 $4,261,198 $1,440,228 $13,865,515 $2,820,970
2020 $1,998,074 $28,067,773 $10,318,447 $-26,069,699
2019 $3,842,041 $1,974,738 $52,051,805 $1,867,303
2018 $3,458,164 $1,956,960 $43,975,381 $1,501,204
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