2015-10-30T12:09:24-05:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 402 SOUTH KENTUCKY AVENUE SUITE 600 LAKELAND FL 33801 990 2014-01-01 630985617 NAVIGATE AFFORDABLE HOUSING PARTNERS INC NAVI 8884665572 500 OFFICE PARK DRIVE NO 300 BIRMINGHAM AL 35223 JULIE REYNOLDS COO 8884665572 2015-10-28 1 MICHAEL CARTER P00735552 8636805600 2015-10-01 2014 2016-02-25 16:41:14Z ERIC Q STRONG 500 OFFICE PARK DRIVE NO 300 BIRMINGHAM AL 35223 530645976 0 X WWW.NAVIGATEHOUSING.COM X 1980 AL TO DEVELOP AND ENHANCE SAFE, DECENT, SANITARY, AND AFFORDABLE HOUSING 3 3 53 5 0 0 483041124 514767223 15621597 15710780 14843 43375 167541 124598 498845105 530645976 495124818 515739331 0 0 4582943 4818981 0 0 0 5232870 4707965 504940631 525266277 -6095526 5379699 21154126 26241191 3168263 2890462 17985863 23350729 TO DEVELOP AND ENHANCE SAFE, DECENT, SANITARY, AND AFFORDABLE HOUSING BY PROVIDING COURTEOUS, PROFESSIONAL AND ACCURATE SERVICES 0 0 522740013 515739331 15710780 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. 522740013 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 53 1 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 0 1 1 1 0 X X JULIE L REYNOLDS 8884665572 500 OFFICE PARK DRIVE NO 300 BIRMINGHAM AL 35223 HUGO ISOM CHAIRMAN 1.00 X 0 0 0 SPENCER RAGLAND VICE-CHAIRMAN 1.00 X 0 0 0 JANE BAILEY FORMER DIRECTOR 1.00 X 0 0 0 MYLA CHOY FORMER DIRECTOR 1.00 X 0 0 0 CAMERON GAEDE DIRECTOR 1.00 X 0 0 0 ERIC Q STRONG CEO 40.00 X 417297 0 86960 JULIE L REYNOLDS COO 40.00 X 222571 0 65289 LISA M MCCARROLL DIRECTOR OF CA 40.00 X 205940 0 47721 DALE MARCUS HR DIRECTOR 40.00 X 104078 0 35319 ROBERT MCLAUGHLIN DEPUTY DIRECTOR OF CA 40.00 X 109788 0 34013 1059674 0 269302 5 0 1 0 ADAMS AND REESE LLP PO BOX 2153 BIRMINGHAM AL 35287 LEGAL 1537704 CURTIS WHITE COMPANIES 8132 PARKWAY DRIVE LEEDS AL 35094 CONSTRUCTION / LANDSCAPING 573879 HOLLAND & KNIGHT LLP PO BOX 864084 ORLANDO FL 32886 LEGAL 429462 RAC JR FAMILY BLUEBONNET LLC 1904 1ST AVE N STE 300 BIRMINGHAM AL 35203 OFFICE RENT 351701 4 514767223 514767223 HUD MANAGEMENT FEES 531310 15092817 15092817 TENANT RENTAL REVENUE 531110 617963 617963 15710780 43375 43375 OTHER INCOME 900099 124598 124598 124598 530645976 15710780 0 167973 974987 974987 514764344 514764344 1045778 784334 261444 2673386 2005040 668346 328125 246093 82032 771692 578769 192923 48705 48705 1903501 1517626 385875 36389 36389 120000 120000 45606 45606 203719 152789 50930 1177670 883252 294418 116698 116698 27244 27244 549860 412395 137465 210748 158061 52687 OTHER EXPENSES 204432 153324 51108 TENANT SERVICES 63393 63393 525266277 522740013 2526264 0 14088671 18064458 2564330 3072727 93897 26963 233541 296304 11246111 6465372 4173687 4780739 21154126 26241191 558175 441374 4881 4881 1779993 1718891 825214 725316 3168263 2890462 X 17788646 23238466 197217 112263 17985863 23350729 21154126 26241191 X 5379699 -14833 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 120000 0 0 120000 0 PART II-B, LINE 1: DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS OR A LEGISLATIVE BODY. 329000 329000 8125006 4860195 3264811 2792105 1605177 1186928 4780739 DUE TO RELATED PARTY 197061 JEFFERSON AFFORDABLE HOUSING INITIATIVE 500000 TENANT DEPOSITS 28255 725316 X 530645976 0 530645976 0 530645976 525281110 14833 14833 525266277 0 525266277 PART X, LINE 2: 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. PART XII, LINE 2D - OTHER ADJUSTMENTS: TENANT ACCOUNT WRITE-OFF 14,833. 1 JEFFERSON COUNTY HOUSING AUTHORITY 3700 INDUSTRIAL PARKWAY BIRMINGHAM AL 35217 636002200 GOV 357793 TO COVER CAPITAL NEEDS AND OPERATING DEFICITS JCHA HOUSING AND DEVELOPMENT 3700 INDUSTRIAL PARKWAY BIRMINGHAM AL 35217 300273489 501(C)(3) 617194 TO COVER CAPITAL NEEDS AND OPERATING DEFICITS 1 1 HOUSING ASSISTANCE PAYMENTS 60000 514764344 PART I, LINE 2: PAY REQUESTS MUST BE SUBSTANTIATED WITH INVOICES SIGNED AND APPROVED BY THE GRANTEE. X X X X 0 1 0 1 0 0 0 0 0 ERIC Q STRONG CEO 367297 0 50000 0 0 0 36732 0 50228 0 504257 0 0 0 JULIE L REYNOLDS COO 184321 0 38250 0 0 0 24390 0 40899 0 287860 0 0 0 LISA M MCCARROLL DIRECTOR OF CA 171990 0 33950 0 0 0 20760 0 26961 0 253661 0 0 0 PART I, LINE 4B ERIC Q. STRONG $96,900 JULIE L. REYNOLDS $ 8,040 LISA M. MCCARROLL $17,200 PART I, LINE 5 PERFORMANCE PAY TIED TO PERCENTAGE OF AVAILABLE ADMINISTRATIVE FEES EARNED FOR CONTRACT ADMINISTRATION 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 BY 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 A, LINE 7B ELECTION OF BOARD MEMBERS MUST BE REVIEWED AND APPROVED BY THE HOUSING AUTHORITY OF JEFFERSON COUNTY FORM 990, PART VI, SECTION B, LINE 11 BOARD OF DIRECTORS REVIEWS THE 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 FORM 990, PART XI, LINE 9: TENANT ACCOUNT WRITE-OFF -14,833. JEFFERSON COUNTY HOUSING AUTHORITY 3700 INDUSTRIAL PARKWAY BIRMINGHAM AL 35217 636002200 HOUSING AUTHORITY AL 501(C)(1) 0 JCHA HOUSING AND DEVELOPMENT 3700 INDUSTRIAL PARKWAY BIRMINGHAM AL 35217 300273489 LOW-INCOME HOUSING AL 501(C)(3) LINE 7 0 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 JEFFERSON COUNTY HOUSING AUTHORITY B 357793 CASH JEFFERSON COUNTY HOUSING AUTHORITY D 275000 CASH JEFFERSON COUNTY HOUSING AUTHORITY L 108660 CASH JEFFERSON COUNTY HOUSING AUTHORITY P 177504 CASH