HOUSING ALTERNATIVES OF SOUTHWEST FLORIDA INC: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HOUSING ALTERNATIVES OF SOUTHWEST FLORIDA INC (EIN 65-0800233)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-15
- IRS object ID
- 202541969349201719
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-15T16:49:09-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592922169 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALTMARSH CLEAVELAND AND GUND | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 NORTH 12TH AVENUE | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650800233 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSING ALTERNATIVES OF SOUTHWEST | BusinessNameLine1Txt |
| Business Name Line2 | FLORIDA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 9412252373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6075 BATHEY LANE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAUN KELLY | PersonNm |
| Person Title | PRINCIPAL OFFICER | PersonTitleTxt |
| Phone | 9412252373 | PhoneNum |
| Signature | 2025-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH N SKARDA | PreparerPersonNm |
| PTIN | P01291690 | PTIN |
| Phone | 8504358300 | PhoneNum |
| Preparation | 2025-07-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $70,529 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $70,529 | ProgramServiceRevenueAmt |
| Total Revenue | $70,529 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $14,647 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $27,974 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $29,679 | OtherExpensesTotalAmt |
| Total Expenses | $72,300 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$1,771 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | -$138,017 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $13,688 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | -$126,100 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,754 | BOYAmt |
| EOY | $8,632 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,817 | BOYAmt |
| EOY | $138,592 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,444 | BOYAmt |
| EOY | $68,780 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,015 | BOYAmt |
| EOY | $216,004 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,032 | BOYAmt |
| EOY | $342,104 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$138,017 | BOYAmt |
| EOY | -$126,100 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | HOUSING FOR DISADVANTAGED. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | SECTION 811 PROJECT ESTABLISHED TO PROVIDE RENTAL ASSISTANCE TO DISADVANTAGED INDIVIDUALS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $72,300 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $72,300 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| SHAUN KELLY | ||||
| CHAIRMAN OF THE BOARD | 1.00 | $0 | $0 | $0 |
| SCOTT BURGESS | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| NANCY DAUPHINAIS | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| DENISE ARMSTRONG | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| BEVERLY BELLI | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDY STEVENS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK STEFAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MITCH WATSON | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY ASSISTED AND SUPPORTED LIVING INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2911 FRUITVILLE ROAD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9412252373 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,183 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,094 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,529 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,529 | CurrentTaxYearAmt |
| Total | $292,912 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,183 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,094 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,529 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,529 | CurrentTaxYearAmt |
| Total | $292,912 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $292,912 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $11 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $292,923 | TotalSupportAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99990 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BAD DEBT. AMOUNT: 11,872. DESCRIPTION: DEPRECIATION. AMOUNT: 15,225. DESCRIPTION: BANK FEES. AMOUNT: 3. DESCRIPTION: REPAIRS. AMOUNT: 2,079. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 500. TOTAL TO FORM 990-EZ, LINE 16: 29,679. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 13,688. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: PREPAID ASSETS. BEG. OF YEAR AMOUNT: 2,604. END OF YEAR AMOUNT: 2,434. DESCRIPTION: SECURITY DEPOSITS. BEG. OF YEAR AMOUNT: 698. END OF YEAR AMOUNT: 698. DESCRIPTION: CASH REPLACEMENT RESERVE. BEG. OF YEAR AMOUNT: 22,290. END OF YEAR AMOUNT: 22,290. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 4,852. END OF YEAR AMOUNT: 43,358. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 240. END OF YEAR AMOUNT: 620. DESCRIPTION: SECURED MORTGAGES AND NOTES PAYABLE. BEG. OF YEAR AMOUNT: 321,606. END OF YEAR AMOUNT: 321,606. DESCRIPTION: DUE TO RELATED PARTIES. BEG. OF YEAR AMOUNT: 2,189. END OF YEAR AMOUNT: 18,881. DESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 997. END OF YEAR AMOUNT: 997. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |