2019-11-15T15:52:08-06:00 2018-12-31 431594752 MUELLER PROST LC 7733 FORSYTH BLVD SUITE 1200 ST LOUIS MO 63105 990 2018-01-01 431141027 URBAN STRATEGIES INC URBA 3144214200 720 OLIVE STREET NO 2600 ST LOUIS MO 63101 ESTHER SHIN PRESIDENT 3144214200 2019-11-15 1 KARYN A NUNN P00958489 3148622070 2019-11-15 71.91.236.98 2019-11-15 14:47:08 CS P 82A9BA3F1FEF29D02BE110D8C8CF229CCB2D36BD EB8BDB7D0D73B7838358AE848E6E2F66E93903F7 2018 2020-04-17 16:48:07Z ESTHER SHIN 720 OLIVE STREET NO 2600 ST LOUIS MO 63101 7056207 0 X WWW.URBANSTRATEGIESINC.ORG X 1978 MO ALL FAMILIES WILL BE STABLE AND THRIVING. 7 7 85 259 0 17005 1124994 1486283 6349983 5467282 0 0 231632 102642 7706609 7056207 0 0 0 0 4186947 4388507 0 0 60134 3164883 2278005 7351830 6666512 354779 389695 9163484 9690063 991455 984839 8172029 8705224 X TO ENSURE THAT ALL CHILDREN AND FAMILIES ARE STABLE AND THRIVING. 0 0 3168799 4195873 INTEGRATED SERVICE DELIVERY :URBAN STRATEGIES PLANS, IMPLEMENTS, OR DIRECTS COMMUNITY AND SUPPORTIVE SERVICES THAT MEET SOCIAL SUPPORT NEEDS AND PROMOTE ECONOMIC SELF-SUFFICIENCY FOR FAMILIES IN MIXED-INCOME HOUSING COMMUNITIES IN DISTRESSED URBAN CORE NEIGHBORHOODS. THE ORGANIZATION SERVED A TOTAL POPULATION OF 31,643 HOUSEHOLDS IN 28 COMMUNITIES ACROSS 16 CITIES. TOTAL NUMBER OF RESIDENT EVENTS HELD: 448.DONATED SERVICES OF $296,483 BENEFITED THIS PROGRAM, BUT ARE EXCLUDED FROM THE PROGRAM SERVICES BASED UPON IRS GUIDELINES. 3013222 841600 LEADERSHIP DEVELOPMENT & SUSTAINABILITY: URBAN STRATEGIES PROVIDES SERVICES THAT BUILD THE CAPACITY OF COMMUNITY RESIDENTS TO ACT AS LEADERS TO THEIR COMMUNITIES, TO SEEK OUT PROGRAMS AND SERVICES THAT BENEFIT THEIR FAMILIES, TO ADVANCE THE ECONOMIC SELF-SUFFICIENCY OF THEIR FAMILIES, TO OVERCOME BARRIERS TO EMPLOYMENT, AND TO PROMOTE THE OVERALL STABILITY AND QUALITY OF MIXED-INCOME HOUSING COMMUNITIES.DONATED SERVICES OF $323,261 BENEFITED THIS PROGRAM, BUT ARE EXCLUDED FROM THE PROGRAM SERVICES BASED UPON IRS GUIDELINES. 84319 159277 PLANNING: URBAN STRATEGIES WORKS WITH RESIDENTS, DEVELOPERS, LOCAL SERVICE PROVIDERS, FUNDERS, AND OTHER STAKEHOLDERS TO PLAN MIXED-INCOME HOUSING REVITALIZATION PROJECTS WITH PHYSICAL, SOCIAL SERVICE, AND ECONOMIC DEVELOPMENT COMPONENTS. URBAN STRATEGIES DEVELOPS HUMAN CAPITAL PLANS THAT INTEGRATE SOCIAL SERVICE SUPPORT INTO THE PHYSICAL REDEVELOPMENTS OF COMMUNITIES AND MATCH LOCAL, STATE, FEDERAL, AND PRIVATE RESOURCES TO THOSE EFFORTS.DONATED SERVICES OF $16,856 BENEFITED THIS PROGRAM, BUT ARE EXCLUDED FROM THE PROGRAM SERVICES BASED UPON IRS GUIDELINES. 55043 373174 AFFORDABLE HOUSING - PROGRAM RELATED INVESTMENT - INTEREST INCOMEAFFORDABLE HOUSING - PROGRAM RELATED INVESTMENT - LOAN ABATEMENTSPOLICY DEVELOPMENT - URBAN STRATEGIES USES ITS PRACTITIONER KNOWLEDGE FROM THE GROUND WORK TO INFORM POLICY CHANGES IN THE AREAS OF HOUSING, EDUCATION, HEALTH AND ECONOMIC MOBILITY TO SUPPORT OUR FAMILIES AT THE FEDERAL, STATE AND LOCAL LEVELS.AFFORDABLE HOUSING DEVELOPMENT - URBAN SERVES AS LENDER TO 12 AFFORDABLE HOUSING SITES IN ST. LOUIS AND KANSAS CITY THROUGH THE MISSOURI HOUSING DEVELOPMENT COMMISSION'S AFFORDABLE HOUSING ASSISTANCE PROGRAM (AHAP), WHICH COLLECTIVELY HOUSE APPROXIMATELY 1,600 HOUSEHOLDS.DONATED SERVICES OF $9,584 BENEFITED THIS PROGRAM, BUT ARE EXCLUDED FROM THE PROGRAM SERVICES BASED UPON IRS GUIDELINES. 55043 373174 6321383 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 70 0 1 85 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X ESTHER SHIN 3144214200 720 OLIVE SUITE 2600 ST LOUIS MO 63101 RICHARD D BARON BOARD CHAIR 2.00 X 0 0 0 CARL LANG DIRECTOR 0.50 X 0 0 0 ED NEPPL DIRECTOR 0.50 X 0 0 0 MICHAEL SHERRADEN DIRECTOR 0.50 X 0 0 0 ZACHARY BOYERS DIRECTOR 1.00 X 0 0 0 MICHAEL BOWEN DIRECTOR 0.50 X 0 0 0 KARLA MCLUCAS DIRECTOR 0.50 X 0 0 0 ESTHER SHIN PRESIDENT 50.00 X 230000 0 18500 DONOVAN DUNCAN EXECUTIVE VICE PRESIDENT 50.00 X 139179 0 13000 ISAAC DOZIER REGIONAL VP 50.00 X 105510 0 17940 474689 0 49440 3 0 1 0 THE KINGSLEY ASSOCIATION 6435 FRANKSTOWN AVE PITTSBURGH PA 15206 CONSULTING 372944 CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 44106 CONSULTING 180000 TRWIB INC 650 SMITHFIELD STREET SUITE 2600 PITTSBURGH PA 15222 CONSULTING 115040 3 1080519 405764 105971 1486283 INTEGRATED SERVICE DEL 624200 4195873 4195873 LEADERSHIP/SUSTAINABIL 624200 841600 841600 PROGRAM NOTES RECEIVAB 531390 270532 270532 PLANNING PROGRAM 624200 159277 159277 5467282 AMORTIZATION INCOME ON 531390 102642 102642 102642 7056207 5569924 0 0 X 524129 495023 23641 5465 2975349 2810121 134206 31022 450414 426776 19200 4438 438615 425208 10890 2517 137506 125127 10055 2324 3182 2895 233 54 20000 20000 775301 770460 4841 63705 51189 10166 2350 49881 49018 701 162 149030 130792 14814 3424 300288 275411 20206 4671 4973 3755 990 228 54598 52438 1754 406 COMMUNITY SUPPORT 527145 527145 COMPUTER SUPPLIES 87270 81229 4907 1134 TELEPHONE, FAX, AND INT 60039 58224 1474 341 FINANCE CHARGES, POSTAG 35859 28742 5781 1336 9228 7830 1136 262 6666512 6321383 284995 60134 1422850 1388783 300000 45000 1902648 1617969 75646 75646 4973 0 5533013 6638311 9163484 9690063 580076 575220 110000 0 0 198422 301379 207564 3633 991455 984839 X 4187819 4866815 3984210 3838409 8172029 8705224 9163484 9690063 X 389695 143500 X X 0 1 X 1 0 X 1296799 1444300 4491623 1124994 1486283 9843999 6052014 5635929 6351548 6365640 5299392 29704523 7348813 7080229 10843171 7490634 6785675 39548522 225000 200000 3200000 235000 3860000 0 225000 200000 3200000 235000 3860000 35688522 306124 305990 204404 215975 270532 1303025 306124 305990 204404 215975 270532 1303025 7654937 7386219 11047575 7706609 7056207 40851547 0.87360 0.87640 0.03190 0.03180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9202 9202 0 66444 66444 0 0 INTEREST RECEIVABLE 1422331 F DEVELOPMENT LOANS 5215980 F 6638311 3633 3633 X 7697550 646184 646184 7051366 4841 4841 7056207 7307855 646184 -4841 641343 6666512 0 6666512 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. THE RETURNS OF THE ORGANIZATION FOR 2018 (WHEN FILED), 2017, 2016, AND 2015 ARE SUBJECT TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. THE ORGANIZATION FOLLOWS "FASB ASC 740-10, INCOME TAXES - OVERALL". THE ORGANIZATION HAS ASSESSED ITS FEDERAL AND STATE TAX POSITIONS AND DETERMINED THAT IT IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS TAX EXEMPT PURPOSES. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS TO REPORT ITS UNRELATED BUSINESS TAXABLE INCOME, WHEN APPLICABLE. FOR THE YEAR ENDED DECEMBER 31, 2018, UNRELATED BUSINESS INCOME TOTALED $3,633 RELATING TO EMPLOYEE TRANSPORTION BENEFITS PROVIDED. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2017. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 4B - OTHER ADJUSTMENTS: MANAGEMENT FEE CREDIT 4,841. PART XII, LINE 2D - OTHER ADJUSTMENTS: MANAGEMENT FEE CREDIT -4,841. X 0 1 0 0 0 0 0 0 0 0 0 ESTHER SHIN PRESIDENT 230000 0 0 0 0 0 18500 0 0 0 248500 0 0 0 DONOVAN DUNCAN EXECUTIVE VICE PRESIDENT 139179 0 0 0 0 0 13000 0 0 0 152179 0 0 0 PART I, LINE 1A SUPPORTING DOCUMENTATION MUST BE MAINTAINED FOR ALL TRAVEL COSTS, BUT THERE IS NOT A WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT. X 28415 FMV X 36 21354 COST X MISCELLANEOUS 6 20015 FMV X SUPPLIES 15 12812 FMV X TICKETS/GIFT CARDS 24 4950 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 RICHARD BARON IS A DIRECTOR OF URBAN STRATEGIES MEMPHIS HOPE BOARD, OF WHICH ESTHER SHIN IS THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11B THE URBAN STRATEGIES BOARD OF DIRECTORS HAS DESIGNATED THE FINANCE COMMITTEE OF THE BOARD TO REVIEW AND APPROVE THE 990 TAX FORM. THE 990 TAX FORM AS APPROVED BY THE FINANCE COMMITTEE AND FILED IS DISTRIBUTED TO THE BOARD AT THE NEXT BOARD OF DIRECTORS MEETING. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST BOARD MEETING OF EACH YEAR, THE DIRECTORS ARE ASKED TO REVIEW AND COMPLETE DISCLOSURE FORMS AND THERE IS AN OPPORTUNITY FOR DISCUSSION OF ANY FINANCIAL INTERESTS THAT ARE DISCLOSED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS, SUBCONTRACTORS AND PARTNERS: PROGRAM SERVICE EXPENSES 770,460. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 770,460. MISCELLANEOUS MANAGEMENT FEES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,841. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,841. FORM 990, PART XI, LINE 9: ADJUST RESERVE FOR PRINCIPAL ON NOTES RECEIVABLE 100,000. ADJUSTMENT OF RECEIVABLE BALANCE IN AUDIT ISSUED AFTER COMPLETION OF RETURN 43,500.