NAVIGATE AFFORDABLE HOUSING PARTNERS INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NAVIGATE AFFORDABLE HOUSING PARTNERS INC (EIN 63-0985617)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-14
- IRS object ID
- 202132879349300823
- Schema version
- 2020v4.1
- 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 | 2021-10-14T08:58:12-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630590670 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kassouf & Co PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 Highland Ave S Suite 300 | AddressLine1Txt |
| City | Birmingham | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 352054009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630985617 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Navigate Affordable Housing | BusinessNameLine1Txt |
| Business Name Line2 | Partners Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAVI | BusinessNameControlTxt |
| Phone | 8884665572 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1827 1st Avenue North No 100 | AddressLine1Txt |
| City | Birmingham | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Julie Reynolds | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 8884665572 | PhoneNum |
| Signature | 2021-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Julie | PersonFirstNm |
| Person Last | Reynolds | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William P Bach | PreparerPersonNm |
| PTIN | P01315784 | PTIN |
| Phone | 2054432500 | PhoneNum |
| Preparation | 2021-07-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Julie Reynolds | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1827 1st Avenue North Ste 100 | AddressLine1Txt |
| City | Birmingham | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $658,912,354 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.navigatehousing.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | To develop and enhance safe, decent, sanitary, and affordable housing by providing courteous, professional and accurate services. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 54 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $585,731,623 | PYContributionsGrantsAmt |
| CY Contributions Grants | $638,302,421 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,299,014 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,964,004 | CYProgramServiceRevenueAmt |
| PY Investment Income | $280,114 | PYInvestmentIncomeAmt |
| CY Investment Income | $457,797 | CYInvestmentIncomeAmt |
| PY Other Revenue | $131,906 | PYOtherRevenueAmt |
| CY Other Revenue | $188,132 | CYOtherRevenueAmt |
| PY Total Revenue | $605,442,657 | PYTotalRevenueAmt |
| CY Total Revenue | $658,912,354 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $586,130,747 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $639,362,539 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,341,090 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,826,473 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,850,763 | PYOtherExpensesAmt |
| CY Other Expenses | $4,809,280 | CYOtherExpensesAmt |
| PY Total Expenses | $596,322,600 | PYTotalExpensesAmt |
| CY Total Expenses | $650,998,292 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,120,057 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,914,062 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,040,518 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,481,255 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $356,233 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $882,908 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,684,285 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,598,347 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To develop and enhance safe, decent, sanitary, and affordable housing by providing courteous, professional and accurate services. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $647,369,917 | ExpenseAmt |
| Grant | $639,362,539 | GrantAmt |
| Revenue | $19,964,004 | RevenueAmt |
| Desc | Low income, multifamily units either occupied or under construction and various other ancillary facilities such as laundromat, recreation building, etc. Also provide management services for HUD in four states. | Desc |
| Total Program Service Expenses | $647,369,917 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 54 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Julie L Reynolds | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8884665572 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1827 1st Avenue North Ste 100 | AddressLine1Txt |
| City | Birmingham | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Spencer Ragland | ||||||||
| Chairman | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Cameron Gaede | ||||||||
| Vice-Chairman | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Perry Shuttlesworth | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Hugo Isom | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lenus Perkins | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric Q Strong | ||||||||
| Special Consultant | 40.00 | $751,850 | $0 | $674,787 | Yes (X) | |||
| Julie L Reynolds | ||||||||
| COO | 40.00 | $284,338 | $0 | $60,349 | Yes (X) | |||
| Lisa M McCarroll | ||||||||
| CEO | 40.00 | $276,307 | $0 | $49,391 | Yes (X) | |||
| Dale Marcus | ||||||||
| HR Director | 40.00 | $161,678 | $0 | $47,610 | Yes (X) | |||
| LaShunda Baldwin | ||||||||
| Deputy COO | 40.00 | $135,835 | $0 | $0 | Yes (X) | |||
| Robert McLaughlin | ||||||||
| Dep. Dir. of Contract Administration | 40.00 | $141,000 | $0 | $0 | Yes (X) | |||
| Nathaniel Greathree | ||||||||
| Contract Administration Coordinator | 40.00 | $137,024 | $0 | $0 | Yes (X) | |||
| Thomas Gerundo | ||||||||
| Contract Administration Coordinator | 40.00 | $150,127 | $0 | $26,307 | Yes (X) | |||
| Tim Shearer | ||||||||
| Contract Administration Coordinator | 40.00 | $146,037 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,184,196 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $858,444 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Burr & Forman LLP | |||||
| PO Box 830719 | Birmingham | AL | 35283 | Legal | $920,278 |
| Clear Winds Technologies | |||||
| PO Box 1121 | Pell City | AL | 35125 | IT Services | $309,104 |
| Holland & Knight LLP | |||||
| 800 17th St NW Ste 1100 | Washington | DC | 20006 | Legal | $298,342 |
| Censeo | |||||
| PO Box 131055 | Birmingham | AL | 35213 | Consulting | $247,200 |
| PFS Jemison Flats LLC | |||||
| 1827 1st Ave N N3 | Birmingham | AL | 35203 | Rent | $236,896 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $638,302,421 | GovernmentGrantsAmt |
| Total Contributions | $638,302,421 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HUD Management Fees | 531310 | $18,787,318 | $18,787,318 |
| Tenant Rental Revenue | 531310 | $1,176,686 | $1,176,686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,964,004 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $457,797 | TotalRevenueColumnAmt |
| Exclusion | $457,797 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $188,132 | TotalRevenueColumnAmt |
| Exclusion | $188,132 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $188,132 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $658,912,354 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,964,004 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $645,929 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,060,118 | TotalAmt |
| Program Services | $1,060,118 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638,302,421 | TotalAmt |
| Program Services | $638,302,421 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,312,495 | TotalAmt |
| Program Services | $984,371 | ProgramServicesAmt |
| Management And General | $328,124 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,981,481 | TotalAmt |
| Program Services | $2,986,111 | ProgramServicesAmt |
| Management And General | $995,370 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635,277 | TotalAmt |
| Program Services | $476,458 | ProgramServicesAmt |
| Management And General | $158,819 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,220 | TotalAmt |
| Program Services | $672,915 | ProgramServicesAmt |
| Management And General | $224,305 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,727 | TotalAmt |
| Program Services | $42,545 | ProgramServicesAmt |
| Management And General | $14,182 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,211,856 | TotalAmt |
| Program Services | $242,371 | ProgramServicesAmt |
| Management And General | $969,485 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,675 | TotalAmt |
| Management And General | $84,675 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,359 | TotalAmt |
| Program Services | $42,359 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,205 | TotalAmt |
| Program Services | $101,404 | ProgramServicesAmt |
| Management And General | $33,801 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,011,037 | TotalAmt |
| Program Services | $1,508,278 | ProgramServicesAmt |
| Management And General | $502,759 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,724 | TotalAmt |
| Program Services | $80,793 | ProgramServicesAmt |
| Management And General | $26,931 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,081 | TotalAmt |
| Program Services | $327,811 | ProgramServicesAmt |
| Management And General | $109,270 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,044 | TotalAmt |
| Program Services | $297,033 | ProgramServicesAmt |
| Management And General | $99,011 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Expenses | Desc |
| Total | $326,572 | TotalAmt |
| Program Services | $244,929 | ProgramServicesAmt |
| Management And General | $81,643 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,998,292 | TotalAmt |
| Program Services | $647,369,917 | ProgramServicesAmt |
| Management And General | $3,628,375 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,831,416 | BOYAmt |
| EOY | $24,620,756 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,786,592 | BOYAmt |
| EOY | $17,232,246 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,424 | BOYAmt |
| EOY | $37,400 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,468 | BOYAmt |
| EOY | $417,616 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,193 | BOYAmt |
| EOY | $230,922 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,576,435 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,715,600 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,714,486 | BOYAmt |
| EOY | $8,860,835 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,939 | BOYAmt |
| EOY | $81,480 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,040,518 | BOYAmt |
| EOY | $51,481,255 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,533 | BOYAmt |
| EOY | $789,407 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,700 | BOYAmt |
| EOY | $93,501 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,233 | BOYAmt |
| EOY | $882,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,169,035 | BOYAmt |
| EOY | $49,322,827 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,515,250 | BOYAmt |
| EOY | $1,275,520 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,684,285 | BOYAmt |
| EOY | $50,598,347 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,040,518 | BOYAmt |
| EOY | $51,481,255 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,914,062 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Governmental Unit | Yes (X) | GovernmentalUnitInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,471,063 | OtherCostOrOtherBasisAmt |
| Book Value | $1,471,063 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,105,372 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,715,600 | DepreciationAmt |
| Book Value | $7,389,772 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,860,835 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Security Deposits | $27,536 |
| Unearned Revenue | $2,890 |
| Other Current Liabilities | $63,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $93,501 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $658,912,354 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $658,912,354 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $658,912,354 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $650,998,292 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $650,998,292 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $650,998,292 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | The corporation is a non-profit corporation organized under the laws of the State of Alabama and is exempt from income tax under section 501(c)(3) of the U.S. Internal Revenue Code and from state income tax under the provisions of the state internal revenue code. Accordingly, the accompanying financial statements do not include any provisions for income taxes. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| NAHMA Educational Foundation | ||||||
| 400 N Columbus St Ste 203 | Alexandria | VA | 22314 | 541786436 | $250,000 | Scholarships to residents in HUD assisted housing |
| Booker T Washington Elementary School | ||||||
| 115 4th Avenue S | Birmingham | AL | 35205 | 636000767 | $101,500 | General donation |
| Birmingham Education Foundation | ||||||
| 1224 20th Street South | Birmingham | AL | 35205 | 264685144 | $10,118 | To fund executive internships |
| United Way of Central and NE Connecticut | ||||||
| 30 Laurel Street | Hartford | CT | 06106 | 061084194 | $140,000 | Rent assitance donation and general donation for COVID-19 relief. |
| South Shelby Baptist Church | ||||||
| PO Box 7 | Shelby | AL | 35143 | 631284526 | $6,000 | General donation for COVID-19 relief. |
| Alabama Childhood Food Solutions Inc | ||||||
| 205 Old Home Place | Alpine | AL | 35014 | 454817150 | $25,000 | General donation for COVID-19 relief. |
| Christian Service Mission | ||||||
| 3600 3rd Avenue South | Birmingham | AL | 35222 | 630594603 | $5,000 | General donation for COVID-19 relief. |
| Community Food Bank of Central Alabama | ||||||
| 107 Walter Davis Drive | Birmingham | AL | 35209 | 630837956 | $25,000 | General donation for COVID-19 relief. |
| Family Promise of Birmingham | ||||||
| PO Box 531233 | Birmingham | AL | 35253 | 311544162 | $10,000 | General donation for COVID-19 relief. |
| Cooperative Downtown Ministries | ||||||
| 626 2nd Avenue North | Birmingham | AL | 35203 | 630884164 | $10,000 | General donation for COVID-19 relief. |
| First Light Shelter | ||||||
| 2230 4th Avenue North | Birmingham | AL | 35203 | 631197189 | $10,000 | General donation for COVID-19 relief. |
| King's Home | ||||||
| PO Box 162 | Chelsea | AL | 35043 | 630760276 | $10,000 | General donation for COVID-19 relief. |
| The Salvation Army | ||||||
| PO Box 1105 | Birmingham | AL | 35202 | 135562351 | $260,000 | Rent assitance donation. |
| United Way | ||||||
| PO Box 320189 | Birmingham | AL | 35232 | 630288846 | $20,000 | General donation for COVID-19 relief. |
| YWCA of Birmingham | ||||||
| 309 23rd Street North | Birmingham | AL | 35203 | 631145509 | $10,000 | General donation for COVID-19 relief. |
| United Way of RichmondPetersburg | ||||||
| 7814 Carousel Lane 400 | Richmond | VA | 23294 | 237375346 | $140,000 | Rent assitance donation and general donation for COVID-19 relief. |
| Mississippi Food Network | ||||||
| PO Box 411 | Jackson | MS | 39205 | 640676325 | $15,000 | General donation for COVID-19 relief. |
| Kikstart Inc | ||||||
| 25 Commerce Avenue | Hueytown | AL | 35023 | 270545619 | $10,000 | General donation for COVID-19 relief. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Housing Assistance Payments | GrantTypeTxt |
| Recipient | 70000 | RecipientCnt |
| Cash Grant | $638,302,421 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Eric Q Strong | ||||||||||||||
| Special Consultant | $751,850 | $0 | $0 | $0 | $0 | $0 | $481,988 | $0 | $192,799 | $0 | $1,426,637 | $0 | $0 | $0 |
| Julie L Reynolds | ||||||||||||||
| COO | $254,338 | $0 | $30,000 | $0 | $0 | $0 | $35,031 | $0 | $25,318 | $0 | $344,687 | $0 | $0 | $0 |
| Lisa M McCarroll | ||||||||||||||
| CEO | $206,307 | $0 | $70,000 | $0 | $0 | $0 | $33,485 | $0 | $15,906 | $0 | $325,698 | $0 | $0 | $0 |
| Dale Marcus | ||||||||||||||
| HR Director | $161,678 | $0 | $0 | $0 | $0 | $0 | $46,072 | $0 | $1,538 | $0 | $209,288 | $0 | $0 | $0 |
| Thomas Gerundo | ||||||||||||||
| Contract Administration Coordinator | $150,127 | $0 | $0 | $0 | $0 | $0 | $24,790 | $0 | $1,517 | $0 | $176,434 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4b | Eric Q. Strong $27,895 |
| Part I, Line 5 | Performance pay tied to percentage of available administrative fees earned for contract administration. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | The Board, by resolution adopted by a majority of the members present at a meeting at which a quorum is present, may designate members to constitute an executive committee and other committees, each of which, to the extent authorized by law, the articles of incorporation (as amended), or these bylaws (as amended) and provided in such resolution, shall have and may exercise all of the authority of the board. The designation of any committee and the delegation thereto of authority shall not operate to relieve the board, or any member thereof, of any responsibility or liability imposed upon it or him law, the articles of incorporation (as amended), or these bylaws (as amended). The board of directors shall have the power at any time to discharge, change the membership or authority of, or fill vacancies in, any such committee. Written minutes of all proceedings of any such committee shall be kept and made available upon request to each director. |
| Form 990, Part VI, Section B, line 11b | Board of Directors reviews the Form 990 for completeness and accuracy prior to filing the return. |
| Form 990, Part VI, Section B, line 12c | Board members and employees must certify annually that they do not have any conflicts. |
| Form 990, Part VI, Section B, line 15 | Board meets annually to review and approve officer and employee compensation. The organization uses an independent compensation consultant, Form 990 of other organizations, and compensation surveys to determine the compensation of its officers and key employees. |
| Form 990, Part VI, Section C, line 19 | All information is available for public inspection at the organization's office. |
| Part XII, Line 2c | There has been no change in the oversight or selection process. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|
| Navigate Communities LLC | |||||
| 1827 1st Avenue North Ste 100 | Birmingham | AL | 35203 | 821064890 | AL |
| Navigate Communities Four Winds East LLC | |||||
| 1827 1st Avenue North Ste 100 | Birmingham | AL | 35203 | 822575348 | AL |
| Navigate Asset Management LLC | |||||
| 1827 1st Avenue North Ste 100 | Birmingham | AL | 35203 | 823055707 | AL |
| Navigate Communities St Charles Villas LLC | |||||
| 1827 1st Avenue North Ste 100 | Birmingham | AL | 35203 | 824167810 | AL |
| The Community Revilalization Fund LLC | |||||
| 1827 1st Avenue North Ste 100 | Birmingham | AL | 35203 | 843183706 | AL |
| Marc Steel Holding LLC | |||||
| 1827 1st Avenue North Ste 100 | Birmingham | AL | 35203 | 842198424 | AL |
| 5th Avenue Holdings LLC | |||||
| 1827 1st Avenue North Ste 100 | Birmingham | AL | 35203 | 842198702 | AL |