- Revenue 2023
- $303,390
- Expenses 2023
- $386,310
Program services were 81.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- G114
- Classification
- 1000
- Street
- 3500 ANNANDALE LN
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
2 other organizations in the IRS Business Master File list the same street address. matched by us
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
-
ANNANDALE APARTMENTS INC
EIN 58-1370611
-
ANNANDALE AT SUWANEE INC
EIN 58-6081470
Mission and programs · 2023
Mission
THE MISSION OF THE ORGANIZATION IS TO EXCLUSIVELY SERVE AS A SUPPORTING ORGANIZATION TO ANNANDALE AT SUWANEE, INC.
Activities or mission (Part I)
SEE SCHEDULE O.THE ANNANDALE FOUNDATION, INC'S MISSION IS TO PERPETUATE A VILLAGE COMMUNITY TO PROVIDE PROGRESSIVE LIFE ASSISTANCE TO ADULTS WITH DEVELOPMENTAL DISABILITIES OR TRAUMATIC BRAIN INJURY SO THAT THEY CAN MAXIMIZE THEIR ABILITIES AND MAINTAIN THEIR INDEPENDENCE IN THE LEAST RESTRICTIVE ENVIRONMENT. ASSISTANCE IS PROVIDED TO ADULTS WITH DISABILITIES INCLUDING AUTISM, ASPERGER SYNDROME, DOWN SYNDROME AND FRAGILE X SYNDROME.
-
FUNDS FROM THE FOUNDATION ARE EXCLUSIVELY FOR THE SUPPORT OF ITS SUPPORTED ENTITY, ANNANDALE AT SUWANEE, INC. IT IS ANTICIPATED THAT THESE FUNDS WILL BE USED PRIMARILY AT ANNANDALE FOR ANNANDALE'S FEE ASSISTANCE PROGRAM. THIS PROGRAM ASSISTS CERTAIN FINANCIALLY DISADVANTAGED RESIDENTS OF ANNANDALE BY ALLOWING FOR ANNANDALE TO CHARGE LOWER FEES TO THOSE PERSONS. THUS, IN A SENSE THE USE OF THE FUNDS IS ULTIMATELY RESTRICTED TO CERTAIN INDIVIDUALS, THOSE RESIDENTS AT ANNANDALE WHO ARE FIANCIALLY DISADVANTAGED AND WHO ARE SELECTED FOR THE ANNANDALE FEE ASSISTANCE PROGRAM BASED ON THEIR FINANCIAL NEED.
Expenses $288,214 · Grants $288,214
-
FUNDS ARE GIVEN TO ANNANDALE AT SUWANEE, INC. TO SUPPORT EMPLOYEES IN TIMES OF UNEXPECTED FINANCIAL HARDSHIP.
Expenses $26,506 · Grants $26,506
As filed on the 2023 return.
Officers and directors · 2023
As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Bryan BenfieldBRYAN BENFIELD
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Tyler HeardTYLER HEARD
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Noah LevyNOAH LEVY
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Robert PonderROBERT PONDER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
Suzanne Molock MDSUZANNE MOLOCK MD
PAST CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lisa JacksonLISA JACKSON
EXEC COM AT LARGE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Charles A LotzCHARLES A LOTZ
EMERITUS
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Adam PomeranzADAM POMERANZ
PRESIDENT/EXECUTIVE DIRECT
- Total calculated
- $289,668
- From this org
- $0
- From related orgs
- $226,475
- Other
- $63,193
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $226,475 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $23,004 related
- Nontaxable benefits
- $0 + $40,189 related
- Filer's total
- $0 + $289,668 related
-
Laura MacPhersonLAURA MACPHERSON
CHIEF FINANCIAL OFFICER
- Total calculated
- $155,378
- From this org
- $0
- From related orgs
- $136,706
- Other
- $18,672
- Hours/week
- 2.5 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $136,706 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $12,364 related
- Nontaxable benefits
- $0 + $6,308 related
- Filer's total
- $0 + $155,378 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.
Filings
-
2023
- Revenue
- $303,390
- Expenses
- $386,310
- Contributions
- $9,187
- Grants paid
- $314,720
-
2022
- Revenue
- $231,169
- Expenses
- $631,381
- Contributions
- $10,000
- Grants paid
- $521,912
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $132,138
- Expenses
- $881,567
- Assets (EOY)
- $11,034,650
-
2020 · 990
- Revenue
- $128,582
- Expenses
- $386,564
- Assets (EOY)
- $13,384,641
-
2019 · 990
- Revenue
- $189,438
- Expenses
- $403,033
- Assets (EOY)
- $11,138,922
-
2018 · 990
- Revenue
- $206,882
- Expenses
- $368,814
- Assets (EOY)
- $10,483,429
-
2017 · 990
- Revenue
- $262,112
- Expenses
- $332,990
- Assets (EOY)
- $10,074,658
-
2016 · 990
- Revenue
- $153,519
- Expenses
- $340,340
- Assets (EOY)
- $9,486,231
-
2015 · 990
- Revenue
- $159,785
- Expenses
- $336,579
- Assets (EOY)
- $8,822,297
-
2014 · 990
- Revenue
- $313,782
- Expenses
- $584,392
- Assets (EOY)
- $9,172,140
-
2013 · 990
- Revenue
- $179,022
- Expenses
- $307,697
- Assets (EOY)
- $8,996,010
-
2012 · 990
- Revenue
- not reported
- Expenses
- $262,440
- Assets (EOY)
- $7,964,906
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
$505,944
2022 OPERATING ASSISTANCE
-
$288,214
2023 OPERATING ASSISTANCE
-
$26,506
2023 EMPLOYEE ASSISTANCE PROGRAM
-
$15,968
2022 EMPLOYEE ASSISTANCE PROGRAM
Grants received
-
2022 TO PROVIDE ASSISTANC
-
2023 TO PROVIDE ASSISTANC
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2023 return
-
501(C)(3) · HOUSING FOR THE DEVELOPMENTALLY DISABLED. · GA
-
501(C)(3) · RESIDENTAL FACILITY FOR ADULTS W/ INTELLECTUAL DISABILITIES · GA
Declared as related by
-
On its 2024 return as a controlled entity
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 11 November 2026, under deductibility SO.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.