HOUSING PARTNERS OF TULSA INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HOUSING PARTNERS OF TULSA INC (EIN 73-1397452)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349324985
- Schema version
- 2023v5.1
- 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 | 2024-11-15T17:28:31-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731397452 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSING PARTNERS OF TULSA | BusinessNameLine1Txt |
| Business Name Line2 | C/O HOUSING AUTH OF THE CITY OF TULSA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 9185820021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6369 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741480369 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON DARDEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9185820021 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT WILLIAMS | PreparerPersonNm |
| PTIN | P01345960 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AARON DARDEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6369 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741480369 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,762,926 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A WIDE-RANGE OF AFFORDABLE HOUSING OPTIONS FOR LOW AND MODERATE INCOME TULSANS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,724,822 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,642,116 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,657 | PYInvestmentIncomeAmt |
| CY Investment Income | $83,482 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $37,328 | CYOtherRevenueAmt |
| PY Total Revenue | $1,739,479 | PYTotalRevenueAmt |
| CY Total Revenue | $6,762,926 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $60,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $42,982 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $72,997 | PYOtherExpensesAmt |
| CY Other Expenses | $125,950 | CYOtherExpensesAmt |
| PY Total Expenses | $175,979 | PYTotalExpensesAmt |
| CY Total Expenses | $145,950 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,563,500 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,616,976 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $426,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,409,890 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,787 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,234 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $394,446 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,377,656 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE A WIDE-RANGE OF AFFORDABLE HOUSING OPTIONS FOR LOW AND MODERATE INCOME TULSANS AND TO PROMOTE PROGRAMS LEADING TO SELF-SUFFICIENCY AND HOME OWNERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $144,854 | ExpenseAmt |
| Grant | $20,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HOUSING COUNSELING PROGRAM:THIS PROGRAM PROVIDES COUNSELING AND DOWN PAYMENT ASSISTANCE TO FIRST TIME HOME BUYERS FOR LOW-INCOME FAMILIES. | Desc |
| Total Program Service Expenses | $144,854 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONYA MCNACK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9185815760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 E INDEPENDENCE ST | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ANGELA LETZIG | |||||||
| PRESIDENT THRU APRIL 2023 | 0.08 | 40.00 | Yes (X) | Yes (X) | $0 | $31,359 | $4,214 |
| MAY VANG | |||||||
| TREASURER THRU APRIL 2023 | 0.08 | 40.00 | Yes (X) | Yes (X) | $0 | $22,445 | $6,846 |
| ALICIA LINKER | |||||||
| SECRETARY THRU APRIL 2023 | 0.08 | 40.00 | Yes (X) | Yes (X) | $0 | $28,138 | $8,515 |
| AARON DARDEN | |||||||
| PRESIDENT | 0.50 | 40.00 | Yes (X) | Yes (X) | $0 | $321,127 | $59,263 |
| DARIAN WALKER | |||||||
| CFO | 0.50 | 40.00 | Yes (X) | Yes (X) | $0 | $219,909 | $50,105 |
| ERIK SOLIVAN | |||||||
| CHIEF OF STAFF | 0.50 | 40.00 | Yes (X) | Yes (X) | $0 | $200,182 | $31,898 |
| BRUCE SCHULTZ | |||||||
| CHAIR THRU APRIL 2023 | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MISSY ARMSTRONG | |||||||
| VICE CHAIR THRU APRIL 2023 | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AARON JOHNSON | |||||||
| DIRECTOR THRU APRIL 2023 | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CURTIS PEEBLES | |||||||
| DIRECTOR THRU APRIL 2023 | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DONOVID SEKULITS | |||||||
| DIRECTOR THRU APRIL 2023 | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SIMONNE JONES | |||||||
| DIRECTOR THRU APRIL 2023 | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TERRI GATEWARD | |||||||
| DIRECTOR THRU APRIL 2023 | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $823,160 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $160,841 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,316,900 | GovernmentGrantsAmt |
| All Other Contributions | $5,325,216 | AllOtherContributionsAmt |
| Total Contributions | $6,642,116 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,482 | TotalRevenueColumnAmt |
| Exclusion | $83,482 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $37,328 | TotalRevenueColumnAmt |
| Exclusion | $37,328 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $37,328 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,762,926 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $120,810 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,096 | TotalAmt |
| Management And General | $1,096 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| SALARY ALLOCATION | $78,363 | $78,363 |
| FORECLOSURE PREVENTION | $46,340 | $46,340 |
| MISCELLANEOUS | $151 | $151 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,950 | TotalAmt |
| Program Services | $144,854 | ProgramServicesAmt |
| Management And General | $1,096 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,236 | BOYAmt |
| EOY | $4,312,376 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,263 | BOYAmt |
| EOY | $6,824 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,561 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,234 | BOYAmt |
| EOY | $14,512 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,500 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,500 | BOYAmt |
| EOY | $6,500 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,697 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,057,420 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,233 | BOYAmt |
| EOY | $5,409,890 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,787 | BOYAmt |
| EOY | $6,234 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $26,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,787 | BOYAmt |
| EOY | $32,234 | 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 | $394,446 | BOYAmt |
| EOY | $5,377,656 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394,446 | BOYAmt |
| EOY | $5,377,656 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,233 | BOYAmt |
| EOY | $5,409,890 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,616,976 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$1,633,766 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $558,628 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,151,228 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $490,540 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,724,822 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,642,116 | CurrentTaxYearAmt |
| Total | $10,567,334 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $558,628 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,151,228 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $490,540 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,724,822 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,642,116 | CurrentTaxYearAmt |
| Total | $10,567,334 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,884,211 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,683,123 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,657 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $308 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,657 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,482 | CurrentTaxYearAmt |
| Total | $131,352 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $37,328 | CurrentTaxYearAmt |
| Total | $37,328 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,736,014 | TotalSupportAmt |
| Public Support CY170 | 0.15680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.29190 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE ENTIRETY OF THE DONATIONS RECEIVED BY HOUSING PARTNERS OF TULSA, INC. (HPT) IN 2023 ARE TO BE USED AS PART OF THE DEVELOPMENT FUNDING OF A NEW MIXED INCOME, PRIMARILY AFFORDABLE (OVER 70% OF THE APARTMENTS) COMMUNITY IN NORTH TULSA. THE HOUSING AUTHORITY OF THE CITY OF TULSA RECEIVED A 2021 CHOICE NEIGHBORHOODS GRANT TOTALING $50,000,000 FROM THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. THE FUNDS DONATED TO HPT, ALONG WITH THE CHOICE GRANT FUNDS, LOW INCOME HOUSING TAX CREDITS, AND DEBT WILL ALL BE PART OF THE CAPITAL STACK OF FUNDING THAT WILL BUILD A COMMUNITY OF OVER FIVE HUNDRED APARTMENTS, BUILT ACROSS SEVEN PHASES AND BE COMPLETED BY 2029. THE FIRST PHASE OF THIS DEVELOPMENT BEGAN IN DECEMBER 2023. | FactsAndCircumstancesTestTxt |
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 | $6,500 | OtherCostOrOtherBasisAmt |
| Book Value | $6,500 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,500 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM RELATED PARTY | Desc |
| Book Value | $1,057,420 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,057,420 | TotalBookValueOtherAssetsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | DOWN PAYMENT ASSISTANCE | GrantTypeTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $20,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH HOME BUYER GOES THROUGH A STRINGENT APPLICATION PROCESS. HPT STAFF WORKS WITH THEIR REALTOR AND THEIR MORTGAGE COMPANY ALL THE WAY THROUGH TO CLOSING. ONCE A FILE IS READY FOR CLOSING, THE SUPERVISOR IN THE DEPARTMENT REVIEWS THE PACKET AND SENDS TO ACCOUNTING (WHO REVIEWS THE PACKET AGAIN) FOR PAYMENT. HPT TAKES THE DOWNPAYMENT ASSISTANCE CHECK TO THE CLOSING AND GIVES IT TO THE CLOSING COMPANY. THE ACCOUNTING DEPARTMENT THEN REQUESTS FUNDS FROM THE CITY OF TULSA TO REIMBURSE THE DOWN PAYMENT ASSISTANCE THROUGH THE GRANT. THIS PROCESS INCLUDES A REVIEW OF THE DOWNPAYMENT PACKET. THERE IS A FIVE YEAR PAYBACK PERIOD ON THE ASSISTANCE, SO THE STAFF KEEPS IN TOUCH WITH THE FAMILY OVER THE FIVE YEAR PERIOD TO ENSURE THEY ARE STILL LIVING IN THE HOME THEY PURCHASED. HPT IS ALSO AUDITED BY THE CITY OF TULSA EACH YEAR TO ENSURE THE PROGRAM IS IN COMPLIANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AARON DARDEN | ||||||||||||||
| PRESIDENT | $0 | $321,127 | $0 | $0 | $0 | $0 | $0 | $30,274 | $0 | $28,989 | $0 | $380,390 | $0 | $0 |
| DARIAN WALKER | ||||||||||||||
| CFO | $0 | $219,909 | $0 | $0 | $0 | $0 | $0 | $21,670 | $0 | $28,435 | $0 | $270,014 | $0 | $0 |
| ERIK SOLIVAN | ||||||||||||||
| CHIEF OF STAFF | $0 | $200,182 | $0 | $0 | $0 | $0 | $0 | $21,670 | $0 | $10,228 | $0 | $232,080 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE CEO'S COMPENSATION IS DETERMINED AS PART OF A THIRD-PART SALARY SURVEY THAT IS CONDUCTED EVERY TWO YEARS THAT COMPILES THE SALARIES OF SIMILAR SIZED ORGANIZATIONS TO DETERMINE A SALARY RANGE FOR EACH POSITION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | THE HOUSING COUNSELING PORTION OF HPT ENDED IN 2023. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION UPDATES ITS BYLAWS DURING THE TAX YEAR. SIGNIFICANT CHANGES WERE AS FOLLOWS: 1. PREVIOUSLY, "MEMBERS OF HOUSING PARTNERS OF TULSA, INC. SHALL BE LIMITED TO THOSE INDIVIDUALS SERVING AS COMMISSIONERS OF THE HOUSING AUTHORITY OF TULSA." CURRENTLY, THE MEMBER OF THE CORPORATION SHALL BE THE HOUSING AUTHORITY OF THE CITY OF TULSA. 2. PREVIOUSLY, "THE BOARD OF DIRECTOR SHALL CONSIST OF SEVEN (7) DIRECTORS APPOINTED BY THE MEMBERS OF THE CORPORATION." CURRENTLY, "THE NUMBER OF DIRECTORS SHALL BE THREE (3). THE PERSON WHO SERVES AS PRESIDENT/CEO OF THA, BY VIRTUE OF HOLDING THAT OFFICE, SHALL BE A DIRECTOR AND ALSO SERVE AS CHAIR OF THE BOARD. THE REMAINING TWO DIRECTOR POSITIONS SHALL BE HELD BY THE CHIEF OF STAFF OF THA AND THE CHIEF ADMINISTRATIVE AND FINANCIAL OFFICER OF THA." 3. PREVIOUSLY, "EACH DIRECTOR SHALL SERVE FOR A TERM OF ONE (1) YEAR FROM THE DATE OF THEIR APPOINTMENT." CURRENTLY, "STATUS AS A DIRECTOR SHALL TERMINATE AUTOMATICALLY UPON THE INDIVIDUAL BEING REMOVED FROM THE OFFICE WITH MEMBER QUALIFYING HIM/HER AS A DIRECTOR." |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF HOUSING PARTNERS OF TULSA, INC. SHALL BE THE MEMBERS OF HOUSING AUTHORITY OF TULSA. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY ALL THE DIRECTORS OF HOUSING PARTNERS OF TULSA PRIOR TO THE SIGNATURE AND FILING OF THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED BY THE HUMAN RESOURCE (HR) OFFICE AND THROUGH HOUSING PARTNERS OF TULSA'S INTERNAL CONTROLS TO ENSURE THAT THE ORGANIZATION AND ITS EMPLOYEES ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ALSO, BOARD MEMBERS ARE RESPONSIBLE TO BE ALERT OF ANY CONFLICT OF INTEREST. IF ONE IS TO EXIST, THE BOARD MEMBER IS EITHER TO DISCLOSE THE INTEREST IN FULL TO THE OTHER MEMBERS OF THE BOARD OR COMMITTEE OR BE RECUSED FROM DELIBERATION OR VOTES OF THE BOARD OR COMMITTEE ON THE MATTER OF POTENTIAL CONFLICT. IN EITHER CASE, THE MINUTES OF THE BOARD OR COMMITTEE SHALL RECORD THE EXERCISE OF EITHER OPTION AND THE RESPONSE OF THE BOARD OR COMMITTEE TO THAT MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | HR COMPLETES A SALARY SURVEY EVERY OTHER YEAR THAT USES MULTIPLE SOURCES AND THEN THOSE SALARIES ARE APPROVED BY THE BOARD. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSING AUTHORITY OF THE CITY OF TULSA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 E INDEPENDENCE ST | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730765740 | EIN |
| Primary Activities | ASSISTED HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments