NATIONAL AFFORDABLE HOUSING TRUST INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL AFFORDABLE HOUSING TRUST INC (EIN 52-1450306)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-19
- IRS object ID
- 202132929349301708
- 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 | 2021-10-19T13:17:37-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943108253 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVOGRADAC & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3025 NORTH WOOSTER AVENUE | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44622 | 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 | 521450306 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL AFFORDABLE HOUSING TRUST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 6149172850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2245 NORTH BANK DRIVE NO 200 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUG BATES | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6144519929 | PhoneNum |
| Signature | 2021-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOUG | PersonFirstNm |
| Person Last | BATES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID L CONWAY | PreparerPersonNm |
| PTIN | P00839993 | PTIN |
| Phone | 3303655400 | PhoneNum |
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 | DOUG BATES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2245 NORTH BANK DRIVE SUITE 200 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,943,724 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NAHT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE PROGRAM AND SUPERVISORY MANAGEMENT TO LOW-INCOME HOUSING PROPERTIES. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,350,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,705,068 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,398,272 | CYProgramServiceRevenueAmt |
| PY Investment Income | $107,402 | PYInvestmentIncomeAmt |
| CY Investment Income | $58,210 | CYInvestmentIncomeAmt |
| PY Other Revenue | $330,021 | PYOtherRevenueAmt |
| CY Other Revenue | $137,242 | CYOtherRevenueAmt |
| PY Total Revenue | $5,142,491 | PYTotalRevenueAmt |
| CY Total Revenue | $8,943,724 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,804,639 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,658,042 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,131,866 | PYOtherExpensesAmt |
| CY Other Expenses | $3,495,616 | CYOtherExpensesAmt |
| PY Total Expenses | $4,936,505 | PYTotalExpensesAmt |
| CY Total Expenses | $8,153,658 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $205,986 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $790,066 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,972,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,512,765 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,481,986 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,231,874 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,490,825 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,280,891 | NetAssetsOrFundBalancesEOYAmt |
| Mission | DEDICATED TO THE CREATION AND PRESERVATION OF QUALITY AFFORDABLE HOUSING THROUGHOUT THE UNITED STATES FOR THE ELDERLY, FAMILIES AND PERSONS WITH DISABILITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,686,447 | ExpenseAmt |
| Revenue | $8,943,724 | RevenueAmt |
| Desc | TO BE A RELIABLE SOURCE OF CAPITAL AND DEVELOPMENT EXPERTISE FOR AFFORDABLE HOUSING AND PROGRAM AND SUPERVISORY MANAGEMENT OF LOW-INCOME HOUSING PROPERTIES. | Desc |
| Total Program Service Expenses | $6,686,447 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 28 | 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 |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | 0 | LocalChaptersInd |
| 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 | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| 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 | DOUG BATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6149172850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2245 NORTH BANK DRIVE SUITE 200 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43220 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PATRICIA BELDEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA PONSOR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY LATIMER-NELLIGAN | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA GOPAUL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GILES COATES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL EDWARDS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE SPEARS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LORI LITTLE | |||||||
| CEO AND PRESIDENT | 40.00 | $437,298 | $0 | $27,606 | Yes (X) | ||
| DOUGLAS P BATES | |||||||
| CFO & TREASURER | 40.00 | $235,948 | $0 | $41,473 | Yes (X) | ||
| DAVID S MICHAELS | |||||||
| SECRETARY & SENIOR VP | 40.00 | $246,318 | $0 | $27,851 | Yes (X) | ||
| DAVID LENNON | |||||||
| SENIOR VP, DEVELOPMEN | 40.00 | $218,001 | $0 | $39,101 | Yes (X) | ||
| SAM MERKLE | |||||||
| SENIOR VP, FUND MANAGEMENT | 40.00 | $223,756 | $0 | $38,321 | Yes (X) | ||
| PAUL M CUMMINGS | |||||||
| SENIOR VP, ORIGINATIONS & CAPITAL MARKETS | 40.00 | $229,093 | $0 | $40,758 | Yes (X) | ||
| BRIAN ROBINSON | |||||||
| SENIOR VP, ORIGINATIONS & CAPITAL MARKETS | 40.00 | $213,535 | $0 | $39,795 | Yes (X) | ||
| CELIA SMOOT | |||||||
| VP, SENIOR DEVELOPMENT ADVISOR | 40.00 | $190,893 | $0 | $15,742 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,994,842 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $270,647 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KUTAK ROCK LLP | |||||
| PO BOX 30057 | OMAHA | NE | 681031157 | LEGAL | $392,721 |
| NOVOGRADAC & COMPANY LLP | |||||
| 3025 NORTH WOOSTER AVENUE | DOVER | OH | 44622 | AUDIT/TAX | $331,398 |
| HOLLAND & KNIGHT LLP | |||||
| 11050 LAKE UNDERHILL ROAD SUITE 86 | ORLANDO | FL | 32886 | LEGAL | $137,610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,350,000 | RelatedOrganizationsAmt |
| Total Contributions | $2,350,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ACQUISITION FEES | 531390 | $4,839,679 | $4,839,679 |
| MANAGEMENT FEES | 541610 | $1,558,593 | $1,558,593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,398,272 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,210 | TotalRevenueColumnAmt |
| Exclusion | $58,210 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| OTHER INCOME | 531390 | $77,452 | $77,452 | |
| BOOKKEEPING INCOME | 541200 | $56,875 | $56,875 | |
| CANCELLATION OF DEBT I | 531390 | $2,915 | $2,915 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $137,242 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,943,724 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,532,599 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $61,125 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,994,842 | TotalAmt |
| Program Services | $1,542,544 | ProgramServicesAmt |
| Management And General | $452,298 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,865,862 | TotalAmt |
| Program Services | $1,442,809 | ProgramServicesAmt |
| Management And General | $423,053 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,114 | TotalAmt |
| Program Services | $182,224 | ProgramServicesAmt |
| Management And General | $55,890 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,006 | TotalAmt |
| Program Services | $260,387 | ProgramServicesAmt |
| Management And General | $75,619 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,218 | TotalAmt |
| Program Services | $172,910 | ProgramServicesAmt |
| Management And General | $50,308 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250 | TotalAmt |
| Management And General | $250 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,900 | TotalAmt |
| Management And General | $67,900 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,890 | TotalAmt |
| Program Services | $5,419 | ProgramServicesAmt |
| Management And General | $143,471 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,500 | TotalAmt |
| Program Services | $75,937 | ProgramServicesAmt |
| Management And General | $32,563 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,201 | TotalAmt |
| Program Services | $22,201 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,779 | TotalAmt |
| Program Services | $14,274 | ProgramServicesAmt |
| Management And General | $14,505 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,363 | TotalAmt |
| Program Services | $24,363 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,651 | TotalAmt |
| Program Services | $48,651 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,468 | TotalAmt |
| Program Services | $17,716 | ProgramServicesAmt |
| Management And General | $60,752 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEMBER CONTRIBUTIONS | $2,853,125 | $2,853,125 | |
| OUT-SOURCED STAFFING | $61,687 | $1,560 | $60,127 |
| NON-USE FEE | $29,652 | $8,190 | $21,462 |
| CONSULTANT SERVICES | $19,345 | $13,450 | $5,895 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,805 | TotalAmt |
| Program Services | $687 | ProgramServicesAmt |
| Management And General | $3,118 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,153,658 | TotalAmt |
| Program Services | $6,686,447 | ProgramServicesAmt |
| Management And General | $1,467,211 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,858,633 | BOYAmt |
| EOY | $6,259,502 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,194,803 | BOYAmt |
| EOY | $1,413,317 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $622,474 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,958,276 | BOYAmt |
| EOY | $2,085,495 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,007,660 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $938,465 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,476 | BOYAmt |
| EOY | $69,195 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,880,858 | BOYAmt |
| EOY | $2,055,750 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,765 | BOYAmt |
| EOY | $7,032 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,972,811 | BOYAmt |
| EOY | $12,512,765 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,252,448 | BOYAmt |
| EOY | $2,650,979 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,229,538 | BOYAmt |
| EOY | $1,580,895 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,481,986 | BOYAmt |
| EOY | $4,231,874 | 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 | $7,490,825 | BOYAmt |
| EOY | $8,280,891 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,490,825 | BOYAmt |
| EOY | $8,280,891 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,972,811 | BOYAmt |
| EOY | $12,512,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $790,066 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,350,000 | CurrentTaxYearAmt |
| Total | $2,350,000 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,938,273 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,295,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,050,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,834,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,356,477 | CurrentTaxYearAmt |
| Total | $31,474,853 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,938,273 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,295,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,050,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,834,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,706,477 | CurrentTaxYearAmt |
| Total | $33,824,853 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,749,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,920,147 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,501,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,103,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,490,047 | CurrentTaxYearAmt |
| Total | $15,764,470 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,749,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,920,147 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,501,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,103,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,490,047 | CurrentTaxYearAmt |
| Total | $15,764,470 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $18,060,383 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,394 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,402 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,166 | CurrentTaxYearAmt |
| Total | $320,539 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,394 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,402 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,166 | CurrentTaxYearAmt |
| Total | $320,539 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,968,667 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,338,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,132,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,941,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,764,643 | CurrentTaxYearAmt |
| Total | $34,145,392 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.52890 | PublicSupportCY509Pct |
| Public Support PY509 | 0.46350 | PublicSupportPY509Pct |
| Investment Income CY | 0.00940 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00900 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,007,660 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $938,465 | DepreciationAmt |
| Book Value | $69,195 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $69,195 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS | $61,310 | C |
| INVENTORY IN PARTNERSHIPS | $1,994,440 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $2,055,750 | TotalBookValueProgramRltdAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D PART XIII | FormAndLineReferenceDesc |
| Explanation | PART X - OTHER LIABILITIES MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LORI LITTLE | ||||||||||||||
| CEO AND PRESIDENT | $341,112 | $0 | $96,186 | $0 | $0 | $0 | $19,667 | $0 | $7,939 | $0 | $464,904 | $0 | $0 | $0 |
| DOUGLAS P BATES | ||||||||||||||
| CFO & TREASURER | $203,647 | $0 | $32,301 | $0 | $0 | $0 | $19,386 | $0 | $22,087 | $0 | $277,421 | $0 | $0 | $0 |
| DAVID S MICHAELS | ||||||||||||||
| SECRETARY & SENIOR VP | $215,233 | $0 | $31,085 | $0 | $0 | $0 | $19,910 | $0 | $7,941 | $0 | $274,169 | $0 | $0 | $0 |
| PAUL M CUMMINGS | ||||||||||||||
| SENIOR VP, ORIGINATIONS & CAPITAL MA | $215,593 | $0 | $13,500 | $0 | $0 | $0 | $18,648 | $0 | $22,110 | $0 | $269,851 | $0 | $0 | $0 |
| SAM MERKLE | ||||||||||||||
| SENIOR VP, FUND MANAGEMENT | $195,144 | $0 | $28,612 | $0 | $0 | $0 | $16,186 | $0 | $22,135 | $0 | $262,077 | $0 | $0 | $0 |
| DAVID LENNON | ||||||||||||||
| SENIOR VP, DEVELOPMEN | $204,801 | $0 | $13,200 | $0 | $0 | $0 | $18,038 | $0 | $21,063 | $0 | $257,102 | $0 | $0 | $0 |
| BRIAN ROBINSON | ||||||||||||||
| SENIOR VP, ORIGINATIONS & CAPITAL MA | $189,925 | $0 | $23,610 | $0 | $0 | $0 | $17,680 | $0 | $22,115 | $0 | $253,330 | $0 | $0 | $0 |
| CELIA SMOOT | ||||||||||||||
| VP, SENIOR DEVELOPMENT ADVISOR | $176,031 | $0 | $14,862 | $0 | $0 | $0 | $7,778 | $0 | $7,964 | $0 | $206,635 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | UNDER THE ORGANIZATION'S WELLNESS PROGRAM, THE ORGANIZATION PARTICIPATES IN A CORPORATE MEMBERSHIP TO A HEALTH AND FITNESS FACILITY AVAILABLE TO ALL OF THE COLUMBUS EMPLOYEES. COST PER EMPLOYEE IS NOMINAL. EMPLOYEES OUTSIDE OF THE COLUMBUS OFFICE ARE ELIGIBLE TO SUBMIT WITH SUBSTANTIATION FOR REIMBURSEMENT OF MEMBERSHIP TO A QUALIFYING WELLNESS PROGRAM UP TO A MAXIMUM OF $300. THE VALUE OF THIS BENEFIT IS TREATED AS TAXABLE INCOME AND REPORTED ON THE EMPLOYEE'S W-2. |
| PART I, LINE 6 | A PERCENTAGE OF THE EMPLOYEES LISTED ON PART VII (CEO, CFO AND VICE PRESIDENTS), TOTAL COMPENSATION IS BASED ON ACHIEVING BOARD-DIRECTED GOALS THAT INCLUDE SPECIFIC PRODUCTION LEVELS AND NET INCOME TO THE ORGANIZATION. |
Schedule N IRS990ScheduleN
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | 0 | DirectorOfSuccessorInd |
| Employee Of Successor | 0 | EmployeeOfSuccessorInd |
| Owner Of Successor | 0 | OwnerOfSuccessorInd |
| Receive Compensation | 0 | ReceiveCompensationInd |
| Assets Distributed | Yes (1) | AssetsDistributedInd |
| Required To Notify AG | Yes (1) | RequiredToNotifyAGInd |
| Attorney General Notified | Yes (1) | AttorneyGeneralNotifiedInd |
| Liabilities Paid | Yes (1) | LiabilitiesPaidInd |
| Bonds Outstanding | 0 | BondsOutstandingInd |
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | JOINT VENTURE WITH LIIF IN WHICH THEY ACQUIRED A CONTROLLING MEMBERSHIP INTEREST IN NAHT. | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2020-09-30 | DistributionDt |
| Fair Market Value Of Asset | $3,983,492 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | FINANCIAL RESULTS FOR THE PERIOD ENDED 9/30/2020 | MethodOfFMVDeterminationTxt |
| EIN | 942952578 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOW INCOME INVESTMENT FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CALIFORNIA ST STE 2900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(C)(3) | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | 0 | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | ON SEPTEMBER 28, 2020, NATIONAL AFFORDABLE HOUSING TRUST ("NAHT"), STEWARDS OF AFFORDABLE HOUSING FOR THE FUTURE ("SAHF"), AND LIIF HOUSING INVESTMENTS LLC ("LHI") ENTERED INTO A RESTRUCTURING AND CONTRIBUTION AGREEMENT ("RESTRUCTURING AGREEMENT") TO COLLABORATE TO EXPAND THE REACH OF NAHT'S CHARITABLE ACTIVITIES. EFFECTIVE SEPTEMBER 30, 2020, LHI ACQUIRED 60% OF THE MEMBERSHIP INTERESTS OF NAHT, RENAMED THE CLASS A MEMBERSHIP INTERESTS, AND SAHF DECREASED THEIR MEMBERSHIP INTEREST IN NAHT TO 40%, RENAMED THE CLASS B MEMBERSHIP INTERESTS, PER THE RESTRUCTURING AGREEMENT. NAHT WILL BE GOVERNED BY A 7-MEMBER BOARD OF TRUSTEES INCLUDING THREE REPRESENTATIVES FROM SAHF AND FOUR REPRESENTATIVES FROM LHI. |
| FORM 990, PART VI, SECTION A, LINE 6 | STEWARDS OF AFFORDABLE HOUSING FOR THE FUTURE ("SAHF") IS THE SOLE MEMBER OF NAHT UNTIL SEPTEMBER 30, 2020. EFFECTIVE SEPTEMBER 30, 2020, LOW INCOME INVESTMENT FUND ("LIIF") ACQUIRED A CONTROLLING MEMBERSHIP INTEREST IN NAHT, RENAMED THE CLASS A MEMBERSHIP INTERESTS, AND SAHF DECREASED THEIR MEMBERSHIP INTEREST IN NAHT TO A NONCONTROLLING INTEREST, RENAMED THE CLASS B MEMBERSHIP INTERESTS, PER THE RESTRUCTURING AGREEMENT. SAHF IS A 501(C)3 ORGANIZATION COMPRISED OF 13 NON-PROFIT MEMBER ORGANIZATIONS DEDICATED TO THE CREATION OR PRESERVATION OF AFFORDABLE HOUSING IN THE UNITED STATES. LIIF IS A 501(C)3 ORGANIZATION COMPRISED OF 13 NON-PROFIT MEMBER ORGANIZATIONS DEDICATED TO PROVIDING A COMPREHENSIVE RANGE OF PROGRAMS TO INCREASE THE AVAILABILITY OF CAPITAL IN LOW INCOME COMMUNITIES. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE NATIONAL AFFORDABLE HOUSING TRUST'S ("NAHT") GOVERNING BOARD IS COMPRISED OF A TOTAL OF 7 DIRECTORS. UP TO 3 OF THESE DIRECTORS ARE NOMINATED BY STEWARDS OF AFFORDABLE HOUSING FOR THE FUTURE ("SAHF"), A 501(C)(3) ORGANIZATION. SAHF ELECTS THE DIRECTORS FROM NOMINEES PROVIDED BY ITS MEMBERS ORGANIZATIONS AND ONE DIRECTOR IS AN OFFICER OF SAHF. UP TO 4 DIRECTORS ARE NOMINATED BY THE MEMBER ORGANIZATIONS OF LIIF HOUSING INVESTMENTS LLC ("LHI"). LHI ELECTS THE DIRECTORS FROM PROVIDED NOMINEES AND THREE DIRECTORS ARE CURRENTLY OFFICERS OF LHI. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY THE ORGANIZATION'S TAX ACCOUNTANT. UPON COMPLETION THE 990 IS REVIEWED BY THE CFO AND ONE OTHER OFFICER BEFORE BEING FILED. THE 990 IS ALSO MADE AVAILABLE TO THE GOVERNING BOARD FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY REQUIRES AN ANNUAL DECLARATION BE SIGNED BY OFFICERS, DIRECTORS AND KEY STAFF. MANAGEMENT MONITORS THAT DECLARATIONS ARE SIGNED ANNUALLY AND REPORTS ANY NONCOMPLIANCE TO THE AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN 2017, THE ORGANIZATION CONTRACTED WITH A COMPENSATION CONSULTANT TO CONDUCT A REVIEW OF MARKET COMPENSATION BENCHMARKS FOR ALL POSITIONS. THE STUDY INCLUDED ANALYSES OF SALARY AND TOTAL CASH COMPENSATION, MARKET INFORMATION, RANGES FOR EACH POSITION AND A RECOMMENDED SALARY REVIEW PROCESS. SINCE IMPLEMENTING THIS SYSTEM, WE HAVE USED NATIONAL STUDIES TO DETERMINE AND UPDATE RANGE MOVEMENT AND AVERAGE INCREASE AMOUNTS ON AN ANNUAL BASIS. WE CONDUCT ANNUAL PERFORMANCE AND SALARY REVIEWS FOR ALL EMPLOYEES. OUR MANAGERS FOLLOW THE SALARY REVIEW PROCESS. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL REVIEW OF THE CEO, BASED ON AGREED-UPON OBJECTIVES. THE CEO DEFERRED 2019'S BONUS TO 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S POLICY IS TO PROVIDE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND TAX RETURNS TO THE GENERAL PUBLIC UPON REQUEST. THE ORGANIZATION MAINTAINS A PUBLIC WEBSITE WITH CONTACT INFORMATION AVAILABLE FOR MAKING THE REQUESTS OR THEY CAN BE MADE IN PERSON AT THE ORGANIZATION'S BUSINESS ADDRESS. |
| FORM 990, PART XII, LINE 2C | NATIONAL AFFORDABLE HOUSING TRUST ("NAHT") DID NOT CHANGE THEIR OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
| FORM 990, PART XII, LINE 2B | IN CONJUNCTION WITH THE JOINT VENTURE CLOSING ON SEPTEMBER 30, 2020, THE ORGANIZATION'S FINANCIAL STATEMENTS AUDITED BY AN INDEPENDENT ACCOUNTANT WERE FOR THE PERIOD JANUARY 1, 2020 TO SEPTEMBER 30, 2020. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| NHT XX LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 202584556 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | N/A | |
| NHT XXII LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 202738179 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | N/A | |
| NHT XXIV LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 205653134 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | N/A | |
| NHT XXV LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 260813807 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | N/A | |
| NHT MASTER INVESTOR LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 264040509 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | N/A | |
| NHT EQUITY LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 264040550 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | NHT MASTER INVESTOR LLC | |
| NHT 27 INVESTOR LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 264105592 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | NHT MASTER INVESTOR LLC | |
| NHT 28 INVESTOR LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 264105637 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | NHT MASTER INVESTOR LLC | |
| NHT NM1 LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 275248980 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | NHT MASTER INVESTOR LLC | |
| NHT HOUSING PRESERVATION FUND MEMBER LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 822855640 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | NHT I INC | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (35 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HIGHLAND AFFORDABLE HOUSING INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311302527 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | MI | 501(C)(3) | 9 | N/A | Yes (1) |
| XAVIER AFFORDABLE HOUSING INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311363681 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | 501(C)(3) | 9 | N/A | Yes (1) |
| NHT III INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311434982 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT I INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311437005 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | 501(C)(3) | 9 | N/A | Yes (1) |
| NHT VIII INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311778361 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT X INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 141842773 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT XI INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 141842772 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT XII INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 141892635 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 34 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 821338581 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT XIV INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 522383867 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT XV INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 522383865 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT XVI INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 141892643 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT XVII INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 550864228 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT XXI INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 510514559 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 26 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 261403616 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 27 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 261528198 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NAHT MASSACHUSETTS INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 342029598 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 28 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 263659740 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT IV INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311526519 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT V INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311651624 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT VI INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311683809 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 29 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 270172853 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT AGENT INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 455408750 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| STEWARDS OF AFFORDABLE HOUSING FOR THE FUTURE | ||||||||||
| 750 9TH STREET NW SUITE 650 | WASHINGTON | DC | 200014793 | 061697213 | PROMOTE THE DEVELOPMENT AND PRESERVATION OF QUALITY AFFORDABLE HOUSING | DC | 501(C)(3) | LINE 7 | N/A | 0 |
| NHT 31 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 463814788 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 30 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 463718408 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 32 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 465243441 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT-SFF 2015 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 473197811 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 33 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 811114112 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 35 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 825226911 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NAHTSAHF AFFORDABLE HOUSING COMMUNITIES 2019-1 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 301218412 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NAHTSAHF AFFORDABLE HOUSING COMMUNITIES 2019-2 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 842607705 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 36 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 844792761 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 37 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 852592984 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| LOW INCOME INVESTMENT FUND | ||||||||||
| 50 CALIFORNIA ST SUITE 2900 | SAN FRANCISCO | CA | 94111 | 942952578 | PROVIDES PROGRAMS TO INCREASE CAPITAL TO LOW-INCOME HOUSING | CA | 501(C)(3) | LINE 7 | N/A | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (36 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NHT AVONDALE LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 452486497 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | OH | NHT FIRST INC | RELATED | Yes (1) | 0 | 0.00010 |
| NHT IV TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311526521 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | NHT IV INC | RELATED | 0 | Yes (1) | 0.00100 |
| NHT V TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311651626 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | NHT V INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT VI TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311683260 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | NHT VI INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT VIII TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 830340660 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DC | NHT VIII INC | RELATED | 0 | Yes (1) | 0.00010 |
| FIFTH THIRD NHT X TAX CREDIT FUND LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 141842769 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | NHT X INC | RELATED | 0 | Yes (1) | 0.00010 |
| HUNTINGTON NHT XI TAX CREDIT FUND LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 141842776 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DC | NHT XI INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT XII NATIONWIDE TAX CREDIT FUND LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 141892640 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DC | NHT XII INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT XIV WELLS FARGO TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 030490015 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | NHT XIV INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT XV WASHINGTON MUTUAL TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 412120333 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | NHT XV INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT XVI TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 141892643 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DC | NHT XVI INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT XVII TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 900146606 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DC | NHT XVII INC | RELATED | 0 | Yes (1) | 0.01000 |
| NHT XX TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 550875016 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT XX LLC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT XXI TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 510514676 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT XXI INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT XXII TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 202769283 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT XXII LLC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT XXIV TAX CREDIT FUND LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 205653203 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT XXIV LLC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT XXV TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 260813848 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT XXV LLC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT 26 TAX CREDIT FUND LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 261404598 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 26 INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT 27 TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 261528250 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 27 INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT 28 TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 263659795 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 28 INC | RELATED | 0 | Yes (1) | 0.00020 |
| NHT 29 TAX CREDIT FUND LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 270172930 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 29 INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT 30 TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 383916095 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 30 INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT RBS CITIZENS 31 TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 611722369 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 31 INC | RELATED | 0 | Yes (1) | 0.00010 |
| CORNERSTONENAHT EPF 2010-1 LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 271227637 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | MA | CORNERSTONENAHT MANAGEMENT LLC | RELATED | Yes (1) | 0 | |
| CORNERSTONENAHT EPF 2011-1 LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 452726505 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | MA | CORNERSTONENAHT 2011 MANAGEMENT LLC | RELATED | Yes (1) | 0 | |
| CORNERSTONENAHT ENHANCED PRESERVATION FUND 2013-1 LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 371720045 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | MA | CORNERSTONENAHT 2013 MGMT LLC | RELATED | Yes (1) | Yes (1) | 0.00010 |
| NHT 32 TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 352503781 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 32 INC | RELATED | 0 | Yes (1) | 0.00010 |
| CORNERSTONENAHT ENHANCED PRESERVATION FUND 2014-1 LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 371767959 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | MA | CORNERSTONENAHT 2014 MANAGEMENT LLC | RELATED | Yes (1) | 0 | 0.00010 |
| NAHT STRONG FAMILIES FUND 2015 LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 371778248 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | NHT-SFF 2015 INC | RELATED | Yes (1) | 0 | 0.00010 |
| NHT 33 TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 611778542 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 33 INC | RELATED | Yes (1) | 0 | 0.00010 |
| NHT 34 TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 821366710 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 34 INC | RELATED | Yes (1) | 0 | 0.00010 |
| NHT 35 TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 384082503 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 35 INC | RELATED | Yes (1) | 0 | 0.00010 |
| SAHF AFFORDABLE HOUSING COMMUNITIES FUND 2019 (UHC) LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 842623078 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NAHTSAHF AFFORDABLE HOUSING COMMUNITIES 2019-1 INC | RELATED | Yes (1) | 0 | 0.00010 |
| SAHF AFFORDABLE HOUSING COMMUNITIES FUND 2019 (MS) LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 842638280 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NAHTSAHF AFFORDABLE HOUSING COMMUNITIES 2019-2 INC | RELATED | Yes (1) | 0 | 0.00010 |
| NHT 36 TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 000000000 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 36 INC | RELATED | Yes (1) | 0 | |
| NHT 37 TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 852638985 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 37 INC | RELATED | Yes (1) | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| NHT FIRST INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 510515099 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | N/A | C | 1.00000 | 0 |
| WAGGONER WOODS INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311808113 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | OH | N/A | C | 0.20000 | 0 |
| NAHT ALABAMA INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 510516181 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | N/A | C | 1.00000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NHT XX TAX CREDIT FUND LP | ||
| L | $62,093 | MARKET VALUE |
| NHT XXI TAX CREDIT FUND LP | ||
| L | $64,843 | MARKET VALUE |
| NHT 27 TAX CREDIT FUND LP | ||
| L | $57,468 | MARKET VALUE |
| STEWARDS OF AFFORDABLE HOUSING FOR THE FUTURE | ||
| B | $1,353,125 | MARKET VALUE |
| CORNERSTONENAHT EPF 2010-1 LLC | ||
| L | $80,000 | MARKET VALUE |
| CORNERSTONENAHT EPF 2011-1 LLC | ||
| L | $143,795 | MARKET VALUE |
| CORNERSTONENAHT EPF 2014-1 LLC | ||
| L | $190,962 | MARKET VALUE |
| CORNERSTONENAHT EPF 2013-1 LLC | ||
| L | $135,061 | MARKET VALUE |
| LOW INCOME INVESTMENT FUND | ||
| C | $2,350,000 | MARKET VALUE |
| NHT RBS CITIZENS 31 TAX CREDIT FUND LP | ||
| L | $51,075 | MARKET VALUE |