BELLWETHER HOUSING: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BELLWETHER HOUSING (EIN 91-1116960)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349305642
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T12:32:38-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | PO BOX 7833 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941207833 | 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 | 911116960 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELLWETHER HOUSING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 2066230506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 MINOR AVENUE NORTH | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER NGUYEN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2066230506 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA CHUNG | PreparerPersonNm |
| PTIN | P01800871 | PTIN |
| Phone | 4153568000 | PhoneNum |
| 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 | SUSAN BOYD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 MINOR AVENUE NORTH | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $49,904,495 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BELLWETHERHOUSING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:WE ENVISION DIVERSE COMMUNITIES WHERE PEOPLE OF ALL INCOMES AND BACKGROUNDS SHARE THE OPPORTUNITY AND PROSPERITY OF OUR REGION. BELLWETHER HOUSING CREATES STABLE COMMUNITIES AND ACCESS TO OPPORTUNITY THROUGH AFFORDABLE HOUSING. WE DEVELOP AND MANAGE HOMES FOR PEOPLE WITH LIMITED INCOMES NEAR JOB CENTERS, TRANSIT, AND SERVICES. WE AMPLIFY OUR IMPACT BY HELPING OTHER ORGANIZATIONS IN THE PUGET SOUND REGION DO THE SAME. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 247 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,919,728 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,940,988 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $39,533,018 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,844,870 | CYProgramServiceRevenueAmt |
| PY Investment Income | $953,009 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,118,637 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$72,708 | PYOtherRevenueAmt |
| CY Other Revenue | -$114,510 | CYOtherRevenueAmt |
| PY Total Revenue | $47,333,047 | PYTotalRevenueAmt |
| CY Total Revenue | $49,789,985 | 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 | $15,001,536 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,908,526 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $464,194 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $31,464,839 | PYOtherExpensesAmt |
| CY Other Expenses | $39,216,955 | CYOtherExpensesAmt |
| PY Total Expenses | $46,466,375 | PYTotalExpensesAmt |
| CY Total Expenses | $54,125,481 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $866,672 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,335,496 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $381,603,055 | TotalAssetsBOYAmt |
| Total Assets EOY | $394,705,233 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $269,084,897 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $279,979,236 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $112,518,158 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $114,725,997 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $44,035,465 | ExpenseAmt |
| Revenue | $29,111,043 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,265,568 | ExpenseAmt |
| Revenue | $7,505,820 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $566,392 | ExpenseAmt |
| Revenue | $6,763,092 | RevenueAmt |
| Desc | BELLWETHER HOUSING PROVIDES FEE-BASED TECHNICAL ASSISTANCE TO HELP OTHER NON-PROFITS CREATE AFFORDABLE HOUSING FOR THEIR RESPECTIVE MARKETS. SERVICES INCLUDE CONSULTING IN THE AREAS OF DEVELOPMENT, PROPERTY MANAGEMENT AND ASSET MANAGEMENT. ADDITIONALLY, BELLWETHER PROVIDES FEE-BASED OPERATIONAL MANAGEMENT SERVICES TO ITS LIHTC PARTNERS IN THE BUILDING AND DELIVERY OF AFFORDABLE HOUSING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $566,392 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $6,763,092 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $46,867,425 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 64 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 247 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 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 | WA | 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 | JENNIFER NGUYEN CHIEF FINANCIAL OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2066230506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 MINOR AVE N | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| DEVA HASSON | |||||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| KATE JONCAS | |||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CARLA DEWBERRY | |||||||||
| DIRECTOR, TREASURER, FINANCE AND AUDIT CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| REBEKAH BASTIAN | |||||||||
| DIRECTOR AND SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SHELLY CROCKER | |||||||||
| DIRECTOR AND REAL ESTATE DEVELOPMENT CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER LARSEN | |||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PETE MILLER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALEX HUDSON | |||||||||
| DIRECTOR AND GOVERNANCE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN BLISS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREGG COLBURN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRADLEY KARVASEK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NAVNEET KESHER | |||||||||
| DIRECTOR AND FUND DEVELOPMENT CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATEESHA ATTERBERRY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JILMA JIMENEZ | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHELLE CHEN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REZA MARASHI | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANTOINE TOUSSAINT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE WOO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN BOYD | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $302,215 | $0 | $31,856 | ||||
| MICHELLE HAWLEY | |||||||||
| VICE PRESIDENT OF PROPERTY OPERATIONS | 40.00 | Yes (X) | $184,401 | $0 | $30,350 | ||||
| JENNIFER NGUYEN | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $99,231 | $0 | $28,247 | ||||
| JOVAN LUDOVICE | |||||||||
| VICE PRESIDENT OF REAL ESTATE DEVELOPMENT | 40.00 | Yes (X) | $182,082 | $0 | $31,313 | ||||
| MELISSA TUTOR | |||||||||
| VICE PRESIDENT OF HUMAN RESOURCES | 40.00 | Yes (X) | $11,538 | $0 | $840 | ||||
| AMY BESUNDER | |||||||||
| DIRECTOR OF FUND DEVELOPMENT & COMMUNICATIONS | 40.00 | $166,481 | $0 | $18,322 | Yes (X) | ||||
| PAUL RAMIREZ | |||||||||
| DIRECTOR OF FACILITIES MAN | 40.00 | $166,158 | $0 | $13,384 | Yes (X) | ||||
| JACOB GELB | |||||||||
| DIRECTOR OF ASSET MANAGEMENT | 40.00 | $156,000 | $0 | $35,953 | Yes (X) | ||||
| JEFF CRAIG | |||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | 40.00 | $147,516 | $0 | $28,444 | Yes (X) | ||||
| LACHLAN FOSS | |||||||||
| ASSOCIATE DIRECTOR OF CONSTRUCTION MANAGEMENT | 40.00 | $144,277 | $0 | $27,811 | Yes (X) | ||||
| YVETTE WATKINS | |||||||||
| DIRECTOR OF PROPERTY MANAGEMENT | 40.00 | $138,323 | $0 | $24,559 | Yes (X) | ||||
| MINDY BLACK | |||||||||
| SENIOR HOUSING DEVELOPER | 40.00 | $138,274 | $0 | $15,825 | Yes (X) | ||||
| RACHAEL SIMPSON | |||||||||
| SENIOR COMPLIANCE & LEASING MANAGER | 40.00 | $135,295 | $0 | $17,472 | Yes (X) | ||||
| CODY MCCALL | |||||||||
| CONTROLLER | 40.00 | $119,382 | $0 | $23,209 | Yes (X) | ||||
| TONY SOUTHER | |||||||||
| SENIOR ASSET MANAGER | 40.00 | $112,073 | $0 | $9,853 | Yes (X) | ||||
| JIM HAWLEY | |||||||||
| SENIOR MAINTENANCE MANAGER | 40.00 | $105,660 | $0 | $13,635 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,308,906 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $351,073 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 26 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BUCHANAN GENERAL CONTRACTING | |||||
| 2200 112TH AVE NE STE 160 | BELLEVUE | WA | 98004 | CONSTRUCTION SERVICES | $3,328,659 |
| WEBER THOMPSON | |||||
| 900 N 34TH ST SUITE 200 | SEATTLE | WA | 98103 | ARCHITECTURE SERVICES | $1,183,917 |
| RAFN COMPANY | |||||
| 1721 132ND AVE NE | BELLEVUE | WA | 980052224 | CONSTRUCTION SERVICES | $989,718 |
| ROBERT HALF MANAGEMENT RESOURCES | |||||
| PO BOX 743295 | LOS ANGELES | CA | 900743295 | TEMPORARY STAFFING | $772,285 |
| CHARTER CONSTRUCTION INC | |||||
| 980 S HARNEY ST | SEATTLE | WA | 98108 | CONSTRUCTION SERVICES | $654,359 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 29 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $555,900 | FundraisingAmt |
| Government Grants | $5,627,396 | GovernmentGrantsAmt |
| All Other Contributions | $1,757,692 | AllOtherContributionsAmt |
| Total Contributions | $7,940,988 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL OPERATIONS | 531310 | $23,483,647 | $23,483,647 |
| DEVELOPMENT FEES | 531310 | $6,763,092 | $6,763,092 |
| PROPERTY MANAGEMENT | 531310 | $2,707,925 | $2,707,925 |
| INTEREST ON ADVANCES | 531310 | $2,486,946 | $2,486,946 |
| CONSULTING FEES | 531310 | $605,365 | $605,365 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,797,895 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,797,895 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,844,870 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,118,637 | TotalRevenueColumnAmt |
| Exclusion | $1,118,637 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $441,390 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $114,510 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$114,510 | TotalRevenueColumnAmt |
| Exclusion | -$114,510 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,789,985 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,844,870 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,004,127 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,268,106 | TotalAmt |
| Program Services | $942,522 | ProgramServicesAmt |
| Management And General | $220,446 | ManagementAndGeneralAmt |
| Fundraising | $105,138 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,782,715 | TotalAmt |
| Program Services | $7,640,798 | ProgramServicesAmt |
| Management And General | $3,032,256 | ManagementAndGeneralAmt |
| Fundraising | $109,661 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,810,085 | TotalAmt |
| Program Services | $1,288,809 | ProgramServicesAmt |
| Management And General | $494,679 | ManagementAndGeneralAmt |
| Fundraising | $26,597 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,047,620 | TotalAmt |
| Program Services | $794,488 | ProgramServicesAmt |
| Management And General | $235,553 | ManagementAndGeneralAmt |
| Fundraising | $17,579 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,230,659 | TotalAmt |
| Program Services | $870,549 | ProgramServicesAmt |
| Management And General | $346,922 | ManagementAndGeneralAmt |
| Fundraising | $13,188 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,851 | TotalAmt |
| Program Services | $59,728 | ProgramServicesAmt |
| Management And General | $17,123 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,408 | TotalAmt |
| Program Services | $97,290 | ProgramServicesAmt |
| Management And General | $38,118 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,076 | TotalAmt |
| Program Services | $31,842 | ProgramServicesAmt |
| Management And General | $6,735 | ManagementAndGeneralAmt |
| Fundraising | $4,499 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,458,338 | TotalAmt |
| Program Services | $1,031,605 | ProgramServicesAmt |
| Management And General | $411,105 | ManagementAndGeneralAmt |
| Fundraising | $15,628 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,146,010 | TotalAmt |
| Program Services | $13,111,717 | ProgramServicesAmt |
| Management And General | $998,593 | ManagementAndGeneralAmt |
| Fundraising | $35,700 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,946 | TotalAmt |
| Program Services | $102,343 | ProgramServicesAmt |
| Management And General | $73,678 | ManagementAndGeneralAmt |
| Fundraising | $112,925 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,672,010 | TotalAmt |
| Program Services | $8,421,358 | ProgramServicesAmt |
| Management And General | $250,652 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,511 | TotalAmt |
| Program Services | $590,148 | ProgramServicesAmt |
| Management And General | $5,363 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,489,500 | TotalAmt |
| Program Services | $7,103,609 | ProgramServicesAmt |
| Management And General | $385,891 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $843,038 | TotalAmt |
| Program Services | $819,781 | ProgramServicesAmt |
| Management And General | $23,257 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $1,379,952 | $1,357,979 | $2,304 | $19,669 |
| OTHER MISC EXPENSES | $1,337,018 | $1,313,873 | $23,145 | $0 |
| WRITE-OFFS | $1,183,762 | $1,050,685 | $133,077 | $0 |
| LICENSES & FEES | $336,876 | $238,301 | $94,965 | $3,610 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,125,481 | TotalAmt |
| Program Services | $46,867,425 | ProgramServicesAmt |
| Management And General | $6,793,862 | ManagementAndGeneralAmt |
| Fundraising | $464,194 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,034,947 | BOYAmt |
| EOY | $2,973,300 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,578 | BOYAmt |
| EOY | $205,039 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,518,458 | BOYAmt |
| EOY | $6,021,814 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,869,916 | BOYAmt |
| EOY | $104,731,804 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,393,534 | BOYAmt |
| EOY | $8,673,518 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $302,696,493 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $71,970,308 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,028,319 | BOYAmt |
| EOY | $230,726,185 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,648,797 | BOYAmt |
| EOY | $37,695,837 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,673,506 | BOYAmt |
| EOY | $3,677,736 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,603,055 | BOYAmt |
| EOY | $394,705,233 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,794,096 | BOYAmt |
| EOY | $3,503,812 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,300 | BOYAmt |
| EOY | $515,300 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,098,372 | BOYAmt |
| EOY | $264,056,384 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,637,129 | BOYAmt |
| EOY | $11,903,740 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,084,897 | BOYAmt |
| EOY | $279,979,236 | 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 | $112,007,578 | BOYAmt |
| EOY | $114,368,274 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,580 | BOYAmt |
| EOY | $357,723 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,518,158 | BOYAmt |
| EOY | $114,725,997 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,603,055 | BOYAmt |
| EOY | $394,705,233 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,335,496 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,229,408 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $11,790,725 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$3,017,982 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,824,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,397,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,590,583 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,919,728 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,826,478 | CurrentTaxYearAmt |
| Total | $43,558,803 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,824,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,397,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,590,583 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,919,728 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,826,478 | CurrentTaxYearAmt |
| Total | $43,558,803 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $43,558,803 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,242,228 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,114,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,238,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $953,009 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,118,637 | CurrentTaxYearAmt |
| Total | $5,667,597 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $49,226,400 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $75,576,967 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89020 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $25,698 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $25,698 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LOBBYING EXPENSES WERE TO INFLUENCE CITY GOVERNMENT ON ZONING ISSUES, DEVELOPER FEES, AND TAX ISSUES FOR THE BENEFIT OF LOW WAGE EARNING HOUSEHOLDS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,057,989 | OtherCostOrOtherBasisAmt |
| Book Value | $34,057,989 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $268,638,504 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,970,308 | DepreciationAmt |
| Book Value | $196,668,196 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $230,726,185 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BUILDING RESERVES | $14,341,778 | C |
| ADMINISTRATIVE OPERATING RESERVES | -$2,922,711 | C |
| POOLED REPLACEMENT RESERVES | $3,118,232 | C |
| IMPACT INVESTMENT RESERVE | $1,258,524 | C |
| OPPORTUNITY FUND | $21,900,014 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $37,695,837 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| TENANT SECURITY DEPOSITS | $915,278 |
| DEFERRED INTEREST PAYABLE | $9,163,136 |
| SHORT-TERM NOTES AND ADVANCES | $1,825,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,903,740 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | BELLWETHER HOUSING IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAX AND HAS BEEN CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. INCOME TAXES ON PARTNERSHIP AND LLC INCOME ARE LEVIED ON THE PARTNERS AND MEMBERS IN THEIR INDIVIDUAL CAPACITY. ACCORDINGLY, ALL PROFITS AND LOSSES OF THE PARTNERSHIPS AND LLCS ARE RECOGNIZED BY EACH PARTNER AND MEMBER ON ITS RESPECTIVE TAX RETURN. |
| PART VIII, LINE 3, INVESTMENTS PROGRAM RELATED: | ADMINISTRATIVE OPERATING RESERVE THE ADMINISTRATIVE OPERATING RESERVE WAS ESTABLISHED TO SUPPORT SHORT-TERM DEFICITS IN THE EVENT OF UNFORESEEN CIRCUMSTANCES. BELLWETHER HAS SET AN INTERNAL TARGET OF 4 TO 6 MONTHS OF OPERATING EXPENDITURES. |
| PART VIII, LINE 4, INVESTMENTS PROGRAM RELATED: | POOLED REPLACEMENT RESERVES THE POOLED REPLACEMENT RESERVE FUND WAS ESTABLISHED TO SUPPLEMENT THE REQUIRED REPLACEMENT RESERVES HELD BY EACH BUILDING. THE POOLED REPLACEMENT RESERVE SHALL BE USED WHEN THE REQUIRED BUILDING LEVEL RESERVES ARE INSUFFICIENT TO COVER EMERGENT REPAIRS AND REPLACEMENT NEEDS. |
| PART VIII, LINE 6, INVESTMENTS PROGRAM RELATED: | IMPACT INVESTMENT RESERVES THE IMPACT INVESTMENT RESERVES SERVE AS AN INTERNAL 'DEBT SINKING FUND' TO SUPPORT THOSE PRIVATE INVESTOR LOANS MADE TO THE ORGANIZATION AT THEIR MATURITY DATE; PROVIDED THOSE LOANS ARE NOT REFINANCED. |
| PART VIII, LINE 7, INVESTMENTS PROGRAM RELATED: | OPPORTUNITY FUND THE OPPORTUNITY FUND SERVES TO PROVIDE LEVERAGE TO STRENGTHEN BELLWETHER'S ABILITY TO BORROW CAPITAL FROM THIRD PARTIES THAT WOULD FURTHER THE MISSION OF BELLWETHER HOUSING. PROVIDED THAT BELLWETHER'S LIQUIDITY REMAINS SUFFICIENT TO MAINTAIN ITS DESIRED BORROWING CAPACITY, THE CEO MAY DETERMINE THAT AN EFFECTIVE USE OF THIS FUND MAY BE TO PROVIDE SHORT, MID, OR LONG-TERM FINANCING OF ACQUISITION AND DEVELOPMENT COSTS THAT SUPPORT THE CREATION OF AFFORDABLE HOUSING. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FUNDRAISING LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $441,390 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $441,390 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $10,302 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $43,196 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $43,807 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $17,205 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $441,390 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $441,390 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $10,302 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $43,196 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $43,807 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,205 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $114,510 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$114,510 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN BOYD | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $302,215 | $0 | $0 | $0 | $0 | $0 | $13,111 | $0 | $18,745 | $0 | $334,071 | $0 | $0 | $0 |
| MICHELLE HAWLEY | ||||||||||||||
| VICE PRESIDENT OF PROPERTY OPERATION | $184,401 | $0 | $0 | $0 | $0 | $0 | $7,488 | $0 | $22,862 | $0 | $214,751 | $0 | $0 | $0 |
| JOVAN LUDOVICE | ||||||||||||||
| VICE PRESIDENT OF REAL ESTATE DEVELO | $182,082 | $0 | $0 | $0 | $0 | $0 | $12,025 | $0 | $19,288 | $0 | $213,395 | $0 | $0 | $0 |
| JACOB GELB | ||||||||||||||
| DIRECTOR OF ASSET MANAGEMENT | $156,000 | $0 | $0 | $0 | $0 | $0 | $11,255 | $0 | $24,698 | $0 | $191,953 | $0 | $0 | $0 |
| AMY BESUNDER | ||||||||||||||
| DIRECTOR OF FUND DEVELOPMENT & COMMU | $166,481 | $0 | $0 | $0 | $0 | $0 | $5,728 | $0 | $12,594 | $0 | $184,803 | $0 | $0 | $0 |
| PAUL RAMIREZ | ||||||||||||||
| DIRECTOR OF FACILITIES MAN | $166,158 | $0 | $0 | $0 | $0 | $0 | $1,649 | $0 | $11,735 | $0 | $179,542 | $0 | $0 | $0 |
| JEFF CRAIG | ||||||||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | $147,516 | $0 | $0 | $0 | $0 | $0 | $16,739 | $0 | $11,705 | $0 | $175,960 | $0 | $0 | $0 |
| LACHLAN FOSS | ||||||||||||||
| ASSOCIATE DIRECTOR OF CONSTRUCTION M | $144,277 | $0 | $0 | $0 | $0 | $0 | $16,148 | $0 | $11,663 | $0 | $172,088 | $0 | $0 | $0 |
| YVETTE WATKINS | ||||||||||||||
| DIRECTOR OF PROPERTY MANAGEMENT | $138,323 | $0 | $0 | $0 | $0 | $0 | $5,491 | $0 | $19,068 | $0 | $162,882 | $0 | $0 | $0 |
| MINDY BLACK | ||||||||||||||
| SENIOR HOUSING DEVELOPER | $138,274 | $0 | $0 | $0 | $0 | $0 | $4,256 | $0 | $11,569 | $0 | $154,099 | $0 | $0 | $0 |
| RACHAEL SIMPSON | ||||||||||||||
| SENIOR COMPLIANCE & LEASING MANAGER | $135,295 | $0 | $0 | $0 | $0 | $0 | $6,410 | $0 | $11,062 | $0 | $152,767 | $0 | $0 | $0 |
| CODY MCCALL | ||||||||||||||
| CONTROLLER | $119,382 | $0 | $0 | $0 | $0 | $0 | $14,356 | $0 | $8,853 | $0 | $142,591 | $0 | $0 | $0 |
| TONY SOUTHER | ||||||||||||||
| SENIOR ASSET MANAGER | $112,073 | $0 | $0 | $0 | $0 | $0 | $9,139 | $0 | $714 | $0 | $121,926 | $0 | $0 | $0 |
| JIM HAWLEY | ||||||||||||||
| SENIOR MAINTENANCE MANAGER | $105,660 | $0 | $0 | $0 | $0 | $0 | $3,847 | $0 | $9,788 | $0 | $119,295 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| SEATTLE HOUSING AUTHORITY | |||||||
| A | 916000977 | 2005-07-28 | $8,900,000 | STONE WAY LOW INCOME HOUSING | 0 | 0 | 0 |
| SEATTLE HOUSING AUTHORITY | |||||||
| B | 916000977 | 2006-02-08 | $5,802,901 | STEWART COURT LOW INCOME HOUSING | 0 | 0 | 0 |
| WASHINGTON STATE HOUSING FINANCE COMMISSION | |||||||
| C | 911874730 | 2018-09-12 | $7,000,000 | VIEWS AT MADISON LOW INCOME HOUSING | 0 | 0 | 0 |
| SEATTLE HOUSING AUTHORITY | |||||||
| D | 916000977 | 2004-12-21 | $4,600,000 | GENESEE LOW INCOME HOUSING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|
| A | $8,900,000 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $5,802,901 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| C | $4,000,000 | 0 | 0 | Yes (1) | Yes (1) | $120,338 | $6,879,662 |
| D | $4,600,000 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
| B | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
| C | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
| D | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| SEATTLE HOUSING AUTHORITY | ||||||||
| A | 916000977 | 2007-02-01 | $2,800,000 | OLIVE TOWER LOW INCOME HOUSING | 0 | 0 | 0 | |
| SEATTLE HOUSING AUTHORITY | ||||||||
| B | 916000977 | 2007-10-01 | $2,640,000 | OREGON LOW INCOME HOUSING | 0 | 0 | 0 | |
| SEATTLE HOUSING AUTHORITY | ||||||||
| C | 916000977 | 2007-11-07 | $4,000,000 | CASA PACIFICA LOW INCOME HOUSING | 0 | 0 | 0 | 812636JP4 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $2,800,000 | $70,000 | $2,730,000 | 0 | 0 | Yes (1) | Yes (1) |
| B | $2,640,000 | $10,000 | $2,630,000 | 0 | 0 | Yes (1) | Yes (1) |
| C | $4,000,000 | $80,000 | $3,920,000 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
| B | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
| C | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (39 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| GABRIEL GRANT | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $20,000 | $20,000 | 0 | Yes (1) | Yes (1) |
| JOSE J QUINTANA | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $1,000 | $1,000 | 0 | Yes (1) | Yes (1) |
| BARTHOLOMEW CIMA | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $5,000 | $5,000 | 0 | Yes (1) | Yes (1) |
| TIMOTHY E OVERLAND | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $3,000 | $3,000 | 0 | Yes (1) | Yes (1) |
| CUP OF TEA LLC | |||||||
| THIS IS A FAMILY LLC MANAGED BY DEVA HASSON, BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $10,000 | $10,000 | 0 | Yes (1) | Yes (1) |
| TEJAL PASTAKIA | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $10,000 | $10,000 | 0 | Yes (1) | Yes (1) |
| DONALD I KING | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $10,000 | $10,000 | 0 | Yes (1) | Yes (1) |
| GABRIEL GRANT | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $25,000 | $25,000 | 0 | Yes (1) | Yes (1) |
| BARBARA DINGFIELD | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $25,000 | $25,000 | 0 | Yes (1) | Yes (1) |
| TOM MARTINEAU | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $10,000 | $10,000 | 0 | Yes (1) | Yes (1) |
| CUP OF TEA LLC | |||||||
| THIS IS A FAMILY LLC MANAGED BY DEVA HASSON, BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $10,000 | $10,000 | 0 | Yes (1) | Yes (1) |
| JOHN F BLISS | |||||||
| BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $25,000 | $25,000 | 0 | Yes (1) | Yes (1) |
| MARLYS ERICKSON | |||||||
| FORMER CONTRACT EMPLOYEE | IMPACT INVESTOR NOTES | Yes (X) | $25,000 | $25,000 | 0 | Yes (1) | Yes (1) |
| JOHN WOODWORTH (FORMERLY SMR ARCHITECTS) | |||||||
| VENDOR | IMPACT INVESTOR NOTES | Yes (X) | $25,000 | $25,000 | 0 | Yes (1) | Yes (1) |
| ROBERT DIPIETRAE | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $10,000 | $10,000 | 0 | Yes (1) | Yes (1) |
| VIRGINIA ANDERSON | |||||||
| FORMER EXECUTIVE DIRECTOR | IMPACT INVESTOR NOTES | Yes (X) | $25,000 | $25,000 | 0 | Yes (1) | Yes (1) |
| MARNI WRIGHT | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $5,000 | $5,000 | 0 | Yes (1) | Yes (1) |
| BART CIMA | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $5,000 | $5,000 | 0 | Yes (1) | Yes (1) |
| KIMBERLY ORR | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $5,000 | $5,000 | 0 | Yes (1) | Yes (1) |
| QUENTIN KUHRAU | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $50,000 | $50,000 | 0 | Yes (1) | Yes (1) |
| JOSE QUINTANA | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $5,000 | $5,000 | 0 | Yes (1) | Yes (1) |
| HARRY MATSUMOTO | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $5,000 | $5,000 | 0 | Yes (1) | Yes (1) |
| ALLISON BOLGIANO | |||||||
| FORMER BWH STAFF MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $500 | $500 | 0 | Yes (1) | Yes (1) |
| AMY BESUNDER | |||||||
| BWH STAFF MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $3,000 | $3,000 | 0 | Yes (1) | Yes (1) |
| BARBARA J DINGFIELD | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $25,000 | $25,000 | 0 | Yes (1) | Yes (1) |
| BART CIMA | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $10,000 | $10,000 | 0 | Yes (1) | Yes (1) |
| BESTY HUMES | |||||||
| BWH STAFF MEMBER'S RELATIVE | IMPACT INVESTOR NOTES | Yes (X) | $10,000 | $10,000 | 0 | Yes (1) | Yes (1) |
| CLAIRE MAGULA | |||||||
| BWH STAFF MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $2,500 | $2,500 | 0 | Yes (1) | Yes (1) |
| DEVA HASSON | |||||||
| BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $10,000 | $10,000 | 0 | Yes (1) | Yes (1) |
| GABE GRANT | |||||||
| FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $25,000 | $25,000 | 0 | Yes (1) | Yes (1) |
| JACOB GELB | |||||||
| BWH STAFF MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $2,000 | $2,000 | 0 | Yes (1) | Yes (1) |
| JAMES MAGULA | |||||||
| BWH STAFF MEMBER'S FATHER | IMPACT INVESTOR NOTES | Yes (X) | $8,000 | $8,000 | 0 | Yes (1) | Yes (1) |
| JOHN BLISS | |||||||
| BWH BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $50,000 | $50,000 | 0 | Yes (1) | Yes (1) |
| KULJIT KAUR | |||||||
| FORMER BWH STAFF MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $10,000 | $10,000 | 0 | Yes (1) | Yes (1) |
| PETER ORSER | |||||||
| BWH FORMER BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $25,000 | $25,000 | 0 | Yes (1) | Yes (1) |
| SAMANTHA HILL | |||||||
| BWH STAFF MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $500 | $500 | 0 | Yes (1) | Yes (1) |
| SHELLY CROCKER | |||||||
| BWH BOARD MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $5,000 | $5,000 | 0 | Yes (1) | Yes (1) |
| SUSAN BOYD | |||||||
| CEO | IMPACT INVESTOR NOTES | Yes (X) | $10,000 | $10,000 | 0 | Yes (1) | Yes (1) |
| SUSAN SELMAN | |||||||
| BWH STAFF MEMBER | IMPACT INVESTOR NOTES | Yes (X) | $4,800 | $4,800 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $515,300 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4B, PROGRAM SERVICES - WHOLLY OWNED: | AS PART OF ITS REAL ESTATE PORTFOLIO BELLWETHER HAS SOLE OWNERSHIP OF 27 BUILDINGS IN THE PUGET SOUND AREA PROVIDING 1,858 AFFORDABLE HOUSING UNITS. WE CREATE AND MAINTAIN OUTSTANDING HOMES AND CONNECT RESIDENTS IN NEED OF SUPPORT TO ORGANIZATIONS THAT CAN HELP THEM LEAD HEALTHY AND INDEPENDENT LIVES. |
| FORM 990, PART III, LINE 4C, PROGRAM SERVICES - TAX CREDIT PARTNERSHIPS: | BELLWETHER HOUSING, THROUGH PARTNERSHIPS WITH SEVERAL LOW-INCOME HOUSING TAX CREDIT (LIHTC) PARTNERS, ALSO SHARES OWNERSHIP OF SEVERAL BUILDINGS THAT PROVIDE ADDITIONAL AFFORDABLE HOUSING UNITS. ON THESE JOINTLY OWNED BUILDINGS, BELLWETHER IS RESPONSIBLE FOR REFURBISHMENT OF UNITS, CONSTRUCTION OF NEW UNITS AND MANAGEMENT OF ALL BUILDINGS. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: | BELLWETHER HOUSING IS THE LARGEST NONPROFIT PROVIDER OF AFFORDABLE HOUSING IN SEATTLE. WE OWN AND OPERATE 3,583 AFFORDABLE APARTMENTS IN 39 BUILDINGS IN SEATTLE PROVIDING FAMILIES AND SENIORS WITH SAFE, STABLE HOMES, AND BY DOING SO, WE BUILD STRONGER, SAFER, MORE PROSPEROUS COMMUNITIES. WE SERVE HOUSEHOLDS WITH ANNUAL INCOMES BETWEEN 0-60% OF THE AREA MEDIAN INCOME (THAT IS AN ANNUAL INCOME OF UP TO ROUGHLY $82,000 FOR A FAMILY OF FOUR). WE HOUSE OVER 6,000 RESIDENTS FOR WHOM MARKET-RATE HOUSING IS OUT OF REACH. WE LOCATE OUR HOMES NEAR TRANSIT, JOB CENTERS, SCHOOLS, AND COMMUNITY RESOURCES, OFFERING RESIDENTS ACCESS TO THE OPPORTUNITY AND PROSPERITY OF OUR REGION. MANY OF OUR RESIDENTS INCLUDE FAMILIES EXITING HOMELESSNESS, INDEPENDENT SENIORS, IMMIGRANTS SEEKING OPPORTUNITY, WORKERS EARNING MODEST WAGES, AND YOUNG PEOPLE JUST STARTING OUT. WE BELIEVE EVERYONE SHOULD LIVE IN A HOME THEY FEEL GOOD ABOUT. ACCORDINGLY, OUR STAFF TAKE PRIDE IN KEEPING OUR BUILDINGS CLEAN, SAFE, AND WELL-MAINTAINED. BELLWETHER'S RESIDENT SERVICE COORDINATORS CONNECT RESIDENTS TO LOCAL SERVICES AND BENEFITS THAT CAN SUPPORT THEM IN ACHIEVING STABLE, HEALTHY, AND INDEPENDENT LIVING. IN 2020, WE DEVELOPED AN AMBITIOUS FIVE-YEAR PLAN TO BUILD OR ACQUIRE 2,500 NEW AFFORDABLE APARTMENTS LOCATED NEAR JOBS, SCHOOLS, TRANSIT, AND SERVICES. TO DATE, WE HAVE PLACED 1,600 APARTMENTS INTO SERVICE AND HAVE 1,800 APARTMENTS EITHER PLANNED OR UNDER CONSTRUCTION. BELLWETHER HOUSING HAS FOUR CORE PROGRAMS. 1. DEVELOP AND MANAGE AFFORDABLE APARTMENTS. BELLWETHER MANAGES THE MAJORITY OF ITS BUILDINGS IN-HOUSE. WE PROACTIVELY PLAN FOR MAJOR PROJECTS TO REPAIR, SUSTAIN, AND PRESERVE OUR APARTMENTS. 2. PROVIDE ENHANCED SERVICES THAT FOSTER SUSTAINABLE INDEPENDENT LIVING AND HOUSING STABILITY. BELLWETHER'S ON-SITE RESIDENT SERVICES COORDINATORS (RSCS) PROVIDE ESSENTIAL RESOURCES AND REFERRALS, FACILITATING CONNECTIONS TO BOTH IN-BUILDING ACTIVITIES AND WIDER COMMUNITY ENGAGEMENTS. WITH A SPECIAL EMPHASIS ON EDUCATION, HEALTH, WELLNESS, AND COMMUNITY INVOLVEMENT, OUR PROGRAM NOT ONLY SUPPORTS RESIDENTS IN OVERCOMING LIFE'S CHALLENGES BUT ALSO EMPOWERS THEM TO ACTIVELY PURSUE THEIR PERSONAL GOALS. WE PLAY A PIVOTAL ROLE IN ENSURING FAMILIES EXITING HOMELESSNESS REMAIN HOUSED BY PROMOTING STRONG, SUPPORTIVE SOCIAL NETWORKS. THIS INCLUDES ENCOURAGING RESIDENT-LED SOCIAL EVENTS LIKE POTLUCKS, BINGO, AND MOVIE NIGHTS, WHICH ARE INTEGRAL TO BUILDING A CONNECTED AND RESILIENT COMMUNITY. OUR OVERARCHING GOAL IS TO FOSTER HOUSING STABILITY THROUGH THE CULTIVATION OF SUPPORTIVE SOCIAL RELATIONSHIPS. 3. AMPLIFY OUR IMPACT BY PROVIDING DEVELOPMENT SERVICES TO OTHER ORGANIZATIONS. BELLWETHER PROVIDES HOUSING DEVELOPMENT SERVICES TO OTHER MISSION-DRIVEN ORGANIZATIONS THAT WANT TO DEVELOP OR PRESERVE AFFORDABLE HOUSING. OUR SERVICES ALSO INCLUDE ASSET MANAGEMENT, ENERGY EFFICIENCY CONSULTING, GREEN RETROFITS, AND PROPERTY MANAGEMENT. 4. ADVOCATE TO INCREASE OPPORTUNITIES FOR AFFORDABLE PLACES TO LIVE. AS A FOUNDING MEMBER OF THE HOUSING DEVELOPMENT CONSORTIUM, BELLWETHER HOUSING IS PART OF A COALITION ACTIVELY ADVOCATING FOR AFFORDABLE HOUSING AT THE LOCAL, STATE, AND FEDERAL LEVELS. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS TO REVIEW FORM 990 BELLWETHER HOUSING SHARES THE FORM 990 WITH THE FINANCE AND AUDIT COMMITTEE AS WELL AS THE FULL BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. THE CONTROLLER AND CFO ALONG WITH BOARD AND BOARD COMMITTEE MEMBERS, HAVE THE OPPORTUNITY TO REVIEW AND PROVIDE INPUT PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES ARE COMPLETED BY ALL COVERED PERSONS, WHICH ARE DEFINED IN THE BYLAWS AS ANY OF THE ORGANIZATION'S DIRECTORS, OFFICERS, MEMBERS OF ANY COMMITTEE OF THE BOARD OR STAFF EMPLOYEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE BOARD. BOARD QUESTIONNAIRES ARE REVIEWED BY THE GOVERNANCE COMMITTEE AND SITUATIONS THAT MAY LEAD TO POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE COMMITTEE. EXECUTIVE MANAGEMENT AND STAFF QUESTIONNAIRES ARE REVIEWED BY THE CFO, WHO DETERMINES IF FURTHER REVIEW ON SPECIFIC SITUATIONS MAY BE WARRANTED. AS DESCRIBED ON SCHEDULE L, PART V SEVERAL BOARD MEMBERS, FORMER BOARD MEMBERS AND FORMER KEY EXECUTIVES ("INTERESTED PERSONS") HAVE MADE LOANS TO BELLWETHER PURSUANT TO THE ORGANIZATION'S IMPACT INVESTOR NOTES PROGRAM. UNDER THE PROGRAM, NOTE HOLDERS RECEIVE INTEREST AT A RATE OF 2%. INTERESTED PERSONS HOLD $515,300 OF IMPACT INVESTOR NOTES OUT OF THE $8.46 MILLION ISSUED. NONE OF THE OUTSTANDING NOTES ARE IN DEFAULT. ALL IMPACT INVESTOR NOTES ISSUED TO INTERESTED PERSONS HAVE BEEN APPROVED BY THE BOARD AND ARE DOCUMENTED IN WRITING. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF KEY EMPLOYEES BELLWETHER HOUSING REVIEWS SALARIES AT LEAST ANNUALLY. PERIODIC SALARY SURVEYS, MARKET STUDIES AND THE LABOR INDEX FOR COST OF LIVING ARE KEY DATA POINTS USED TO INFORM SALARY ACTIONS. THE BOARD OF DIRECTORS SETS THE CHIEF EXECUTIVE OFFICER'S SALARY ANNUALLY BASED ON JOB PERFORMANCE AND THE MARKET DRIVEN FACTORS REFERENCED ABOVE. COMPENSATION FOR SENIOR LEADERSHIP TEAM MEMBERS IS SET BY THE CEO USING THE SAME MARKET-BASED DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC AVAILABILITY OF FORM 990 BELLWETHER HOUSING PROVIDES COPIES OF ITS FORM 990 IN RESPONSE TO DIRECT REQUESTS TO THE AGENCY. IN ADDITION, THE PUBLIC DISCLOSURE OF FORM 990 IS POSTED TO THE NATIONAL CLEARINGHOUSE AND GUIDESTAR.ORG. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF NET ASSETS FROM AFFILIATED ENTITIES -3,017,982. |
| FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENT OVERSIGHT: | BELLWETHER RECEIVES A DRAFT OF THE AUDIT REPORT. AFTER THE DRAFT IS REVIEWED BY THE CONTROLLER AND CFO, FEEDBACK AND SUGGESTED EDITS ARE PROVIDED TO THE AUDITOR. AFTER INCORPORATING SUGGESTED EDITS, A NEW DRAFT IS PREPARED AND PRESENTED TO THE FINANCE AND AUDIT COMMITTEE FOR REVIEW AND APPROVAL. AFTER APPROVAL BY THE FINANCE AND AUDIT COMMITTEE THE AUDIT REPORT IS PRESENTED TO THE FULL BOARD FOR REVIEW AND APPROVAL. FINANCE AND AUDIT COMMITTEE ANNUALLY DISCUSSES THE PERFORMANCE OF THE ACCOUNTING FIRM ENGAGED TO COMPLETE THE ORGANIZATION'S AUDIT AND TAX RETURNS. EVERY 5-7 YEARS, BELLWETHER HOUSING INTENDS TO UNDERGO A FORMAL REQUEST FOR PROPOSAL (RFP) PROCESS TO SOLICIT BIDS FROM OTHER ACCOUNTING FIRMS TO ASSUME THE RESPONSIBILITIES FOR COMPLETING THE AUDIT AND RELATED TAX RETURNS. THE COMMITTEE CONSIDERS SEVERAL FACTORS IN SELECTION OF THE ACCOUNTING FIRM INCLUDING OVERALL COST, NON-PROFIT CLIENT BASE, COMMUNITY PRESENCE, FIRM REPUTATION, AFFORDABLE HOUSING EXPERTISE AND QUALITY AND THOROUGHNESS OF THE RFP RESPONSE. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| 1201 SUMMIT LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 911571613 | LOW INCOME HOUSING | WA | $1,283,341 | $5,491,978 | BELLWETHER HOUSING |
| ANNAPOLIS LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 911376926 | LOW INCOME HOUSING | WA | $287,408 | $608,904 | BELLWETHER HOUSING |
| BELLEVUE OLIVE LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 273231399 | LOW INCOME HOUSING | WA | $974,244 | $3,137,192 | BELLWETHER HOUSING |
| CASA PACIFICA APARTMENTS LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 475668301 | LOW INCOME HOUSING | WA | $1,198,720 | $3,846,644 | BELLWETHER HOUSING |
| EAGLES AUDITORIUM LP | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 475674515 | LOW INCOME HOUSING | WA | $448,022 | $932,677 | BELLWETHER HOUSING |
| EIGHTH & STEWART LP | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 912060687 | LOW INCOME HOUSING | WA | $1,163,922 | $6,425,998 | BELLWETHER HOUSING |
| GRAHAM TERRY APARTMENTS LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 911636774 | LOW INCOME HOUSING | WA | $1,203,022 | $9,571,559 | BELLWETHER HOUSING |
| MERCER COURT LP | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 823808617 | LOW INCOME HOUSING | WA | $384,383 | $1,587,235 | BELLWETHER HOUSING |
| MERIDIAN AVENUE NORTH LP | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 270551621 | LOW INCOME HOUSING | WA | $1,719,142 | $11,268,285 | BELLWETHER HOUSING |
| STERLING COURT LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 911116960 | LOW INCOME HOUSING | WA | $108,298 | $324,440 | BELLWETHER HOUSING |
| VINE COURT APARTMENTS LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 911116960 | LOW INCOME HOUSING | WA | $692,070 | $2,973,304 | BELLWETHER HOUSING |
| OREGON APARTMENTS LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 475681639 | LOW INCOME HOUSING | WA | $949,253 | $2,251,587 | BELLWETHER HOUSING |
| JUNEAU AND PARDEE TOWNHOMES LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 475683530 | LOW INCOME HOUSING | WA | $369,735 | $1,157,553 | BELLWETHER HOUSING |
| TATE MASON HOUSE LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 475643962 | LOW INCOME HOUSING | WA | $1,176,018 | $3,024,899 | BELLWETHER HOUSING |
| BELLWETHER TUKWILA GP LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 823686477 | LOW INCOME HOUSING | WA | $0 | $0 | BELLWETHER HOUSING |
| OLIVE TOWER APARTMENTS LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 273231399 | LOW INCOME HOUSING | WA | $1,028,576 | $1,220,811 | BELLWETHER HOUSING |
| BELLWETHER VIEWS LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 830935691 | LOW INCOME HOUSING | WA | $1,452,197 | $11,317,098 | BELLWETHER HOUSING |
| THIRD & PINE REDEVELOPMENT LP | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 912137997 | LOW INCOME HOUSING | WA | $727,302 | $6,520,879 | BELLWETHER HOUSING |
| JUDKINS PARK LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 912190415 | LOW INCOME HOUSING | WA | $224,745 | $2,132,911 | BELLWETHER HOUSING |
| BELLWETHER THE BLVD LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 911116960 | LOW INCOME HOUSING | WA | $1,863,433 | $34,545,363 | BELLWETHER HOUSING |
| BELLWETHER MARINA CLUB LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 911116960 | LOW INCOME HOUSING | WA | $1,539,185 | $21,843,486 | BELLWETHER HOUSING |
| UNIVERSITY DISTRICT DEVELOPMENT 4 GP LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 911116960 | LOW INCOME HOUSING | WA | $0 | $0 | BELLWETHER HOUSING |
| UNIVERSITY DISTRICT DEVELOPMENT 9 GP LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 911116960 | LOW INCOME HOUSING | WA | $0 | $0 | BELLWETHER HOUSING |
| BELLWETHER LINDEN GP LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 911116960 | LOW INCOME HOUSING | WA | $0 | $0 | BELLWETHER HOUSING |
| MADISON HOUSING GP LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 853153711 | LOW INCOME HOUSING | WA | $0 | $0 | BELLWETHER HOUSING |
| MARY'S BOAT HOUSE LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 911116960 | LOW INCOME HOUSING | WA | $97,428 | $3,096,453 | BELLWETHER HOUSING |
| SORTUN COURT LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 911116960 | LOW INCOME HOUSING | WA | $221,787 | $6,043,373 | BELLWETHER HOUSING |
| BELLWETHER RENTON SAGE LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 884113860 | LOW INCOME HOUSING | WA | $4,706,567 | $80,408,570 | BELLWETHER HOUSING |
| STONEWAY APARTMENTS LLC | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 912190419 | LOW INCOME HOUSING | WA | $1,070,277 | $11,209,155 | BELLWETHER HOUSING |
| GENESEE LP | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 912176544 | LOW INCOME HOUSING | WA | $542,178 | $4,990,469 | BELLWETHER HOUSING |
| BW OVERLAKE LLLP | |||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 992422911 | LOW INCOME HOUSING | WA | $0 | $0 | BELLWETHER HOUSING |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HRG ROSE STREET APARTMENTS LP | |||||||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 270955200 | LOW INCOME HOUSING | WA | BELLWETHER HOUSING | RELATED | -$111,674 | $219,982 | 0 | Yes (1) | 0.00010 |
| SUNSET APARTMENTS LP | |||||||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 274507366 | LOW INCOME HOUSING | WA | BELLWETHER HOUSING | RELATED | -$1 | $417,958 | 0 | Yes (1) | 0.00010 |
| PARKER APARTMENTS LP | |||||||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 611736307 | LOW INCOME HOUSING | WA | BELLWETHER HOUSING | RELATED | -$23 | $2,035,767 | 0 | Yes (1) | 0.00100 |
| CAMBRIDGE LLLP | |||||||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 812528806 | LOW INCOME HOUSING | WA | BELLWETHER HOUSING | RELATED | -$131 | $21,408,250 | 0 | Yes (1) | 0.00010 |
| SECURITY HOUSE LLLP | |||||||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 812546728 | LOW INCOME HOUSING | WA | BELLWETHER HOUSING | RELATED | $51 | $2,065 | 0 | Yes (1) | 0.00010 |
| UNIVERSITY DISTRICT APTS 4 LP | |||||||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 811167925 | LOW INCOME HOUSING | WA | BELLWETHER HOUSING | RELATED | -$75 | $2,353,226 | 0 | Yes (1) | 0.00010 |
| UNIVERSITY DISTRICT APTS 9 LP | |||||||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 811158202 | LOW INCOME HOUSING | WA | BELLWETHER HOUSING | RELATED | -$41 | $984,582 | 0 | Yes (1) | 0.00010 |
| 1511 DEXTER | |||||||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 454084367 | LOW INCOME HOUSING | WA | BELLWETHER HOUSING | RELATED | -$56 | $2,982,491 | 0 | Yes (1) | 0.00010 |
| MADISON HOUSING LLLP | |||||||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 843801044 | LOW INCOME HOUSING | WA | BELLWETHER HOUSING | RELATED | -$714 | $23,617,318 | 0 | Yes (1) | 0.00010 |
| BELLWETHER TUKWILA LLLP | |||||||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 823686477 | LOW INCOME HOUSING | WA | BELLWETHER HOUSING | RELATED | -$195 | $4,754,066 | 0 | Yes (1) | 0.00010 |
| 6600 ROOSEVELT LLLP | |||||||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 833203840 | LOW INCOME HOUSING | WA | BELLWETHER HOUSING | RELATED | -$369 | $10,384,521 | 0 | Yes (1) | 0.00010 |
| BELLWETHER LINDEN LLLP | |||||||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 852050346 | LOW INCOME HOUSING | WA | BELLWETHER HOUSING | RELATED | -$127 | $13,267,368 | 0 | Yes (1) | 0.00010 |
| ROSE 2 LLLP | |||||||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 861427961 | LOW INCOME HOUSING | WA | BELLWETHER HOUSING | RELATED | $13,145,775 | 0 | Yes (1) | 0.00010 | |
| ROOSEVELT JOINT VENTURE LLC | |||||||||||||
| 433 MINOR AVE N | SEATTLE | WA | 98109 | 833197961 | LOW INCOME HOUSING | WA | BELLWETHER HOUSING | RELATED | -$49,305 | $2,795,432 | 0 | Yes (1) | 0.67000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMERCIAL RESOURCES GROUP | ||||||||||||
| 433 MINOR AVENUE N | SEATTLE | WA | 98109 | 912154758 | REAL ESTATE | WA | BELLWETHER HOUSING | C | 1.00000 | 0 | ||
| CAMBRIDGE DEVELOPMENT GP | ||||||||||||
| 433 MINOR AVENUE N | SEATTLE | WA | 98109 | 814455432 | REAL ESTATE | WA | BELLWETHER HOUSING | C | 0.79000 | 0 | $2,820 | $62,766 |
| SECURITY HOUSE DEVELOPMENT GP | ||||||||||||
| 433 MINOR AVENUE N | SEATTLE | WA | 98109 | 814459515 | REAL ESTATE | WA | BELLWETHER HOUSING | C | 0.79000 | 0 | -$693 | $30,639 |
| SUNSET APARTMENTS GP LLC | ||||||||||||
| 433 MINOR AVENUE N | SEATTLE | WA | 98109 | 823881186 | REAL ESTATE | WA | BELLWETHER HOUSING | C | 1.00000 | 0 | $284,484 | $442,681 |
| CEDAR CROSSING GP | ||||||||||||
| 433 MINOR AVENUE N | SEATTLE | WA | 98109 | 850800410 | REAL ESTATE | WA | BELLWETHER HOUSING | C | 0.67000 | 0 | -$1,558 | -$766 |
| ROSE 2 GP LLC | ||||||||||||
| 433 MINOR AVENUE N | SEATTLE | WA | 98109 | 871849238 | REAL ESTATE | WA | BELLWETHER HOUSING | C | 1.00000 | 0 | -$1,310 | $6,600,094 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | Yes (1) | 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (29 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| 6600 ROOSEVELT LLLP | ||
| A | $230,577 | CASH RECEIPTS |
| UNIVERSITY APARTMENTS 4 LLLP | ||
| A | $13,539 | CASH RECEIPTS |
| SECURITY HOUSE LLLP | ||
| A | $166,851 | CASH RECEIPTS |
| ROSE 2 LLLP | ||
| A | $6,250 | CASH RECEIPTS |
| UNIVERSITY APARTMENTS 9 LLLP | ||
| A | $31,433 | CASH RECEIPTS |
| 1511 DEXTER LP | ||
| A | $9,478 | CASH RECEIPTS |
| 1511 DEXTER LP | ||
| D | $56,191 | CASH RECEIPTS |
| CAMBRIDGE APARTMENTS LLLP | ||
| D | $82,159 | CASH RECEIPTS |
| BELLWETHER TUKWILA LLLP | ||
| D | $679,329 | CASH RECEIPTS |
| SECURITY HOUSE LLLP | ||
| D | $583,209 | CASH RECEIPTS |
| SECURITY HOUSE LLLP | ||
| K | $134,894 | RENT ACCRUAL |
| 1511 DEXTER LP | ||
| L | $73,765 | FEE ACCRUAL |
| CAMBRIDGE APARTMENTS LLLP | ||
| L | $116,319 | FEE ACCRUAL |
| BELLWETHER LINDEN LLLP | ||
| L | $1,834,550 | FEE ACCRUAL |
| BELLWETHER TUKWILA LLLP | ||
| L | $81,617 | FEE ACCRUAL |
| HRG ROSE STREET LIMITED PARTNERSHIP | ||
| L | $92,151 | FEE ACCRUAL |
| ROSE 2 LLLP | ||
| L | $7,460,913 | FEE ACCRUAL |
| PARKER APARTMENTS LP | ||
| L | $67,765 | FEE ACCRUAL |
| SECURITY HOUSE LLLP | ||
| L | $63,318 | FEE ACCRUAL |
| SUNSET APARTMENTS LP | ||
| L | $524,858 | FEE ACCRUAL |
| UNIVERSITY APARTMENTS 4 LLLP | ||
| L | $101,557 | FEE ACCRUAL |
| UNIVERSITY APARTMENTS 9 LLLP | ||
| L | $63,379 | FEE ACCRUAL |
| 6600 ROOSEVELT LLLP | ||
| L | $209,185 | FEE ACCRUAL |
| MADISON HOUSING LLLP | ||
| L | $1,040,000 | FEE ACCRUAL |
| SUNSET APARTMENTS GP LLC | ||
| L | $105,660 | FEE ACCRUAL |
| HRG ROSE STREET LIMITED PARTNERSHIP | ||
| D | $69,788 | CASH RECEIPTS |
| SUNSET APARTMENTS LP | ||
| D | $383,676 | CASH RECEIPTS |
| 6600 ROOSEVELT LLLP | ||
| D | $1,191,672 | CASH RECEIPTS |
| SUNSET APARTMENTS GP LLC | ||
| D | $107,386 | CASH RECEIPTS |