UNIFIED HOUSING FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UNIFIED HOUSING FOUNDATION INC (EIN 76-0557203)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202433189349310488
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

FieldValueIRS element (for citing)
Return2024-11-13T16:46:59-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752599166PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FARMER FUQUA & HUFF PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12435 N CENTRAL EXPRESSWAY STE 700AddressLine1Txt
CityRICHARDSONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75080ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760557203EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIFIED HOUSING FOUNDATION INCBusinessNameLine1Txt
Business Name Line2FKA HOUSING ASSISTANCE FOUNDATION FOR SEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNIFBusinessNameControlTxt
Phone2147508845PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12010 VALLEY VIEW LANE 145AddressLine1Txt
CityFARMERS BRANCHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75234ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT NEIL CROUCHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2147508845PhoneNum
Signature2024-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJILL KUBICKIPreparerPersonNm
PTINP00746055PTIN
Phone2144738000PhoneNum
Preparation2024-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerR NEIL CROUCH IIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12010 VALLEY VIEW LANE 145AddressLine1Txt
CityFARMERS BRANCHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75234ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$36,840,304GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNIFIEDHOUSING.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1997FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTHE ORGANIZATION WAS FORMED FOR THE PURPOSE OF ACQUIRING AND OPERATING LOW-INCOME HOUSING PROPERTIES WITHIN THE GUIDELINES OF IRS NOTICE 93-1 OR WITHIN ANY SUCCESSOR OR ALTERNATE "SAFE-HARBOR" AFFORDABLE HOUSING GUIDELINE PUBLISHED BY THE IRS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers1TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$34,653,721PYProgramServiceRevenueAmt
CY Program Service Revenue$36,840,304CYProgramServiceRevenueAmt
PY Investment Income$4,329,659PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$38,983,380PYTotalRevenueAmt
CY Total Revenue$36,840,304CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$22,000PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$22,000CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$36,455,901PYOtherExpensesAmt
CY Other Expenses$33,972,806CYOtherExpensesAmt
PY Total Expenses$36,477,901PYTotalExpensesAmt
CY Total Expenses$33,994,806CYTotalExpensesAmt
PY Revenues Less Expenses$2,505,479PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,845,498CYRevenuesLessExpensesAmt
Total Assets BOY$206,017,439TotalAssetsBOYAmt
Total Assets EOY$201,483,039TotalAssetsEOYAmt
Total Liabilities BOY$257,562,509TotalLiabilitiesBOYAmt
Total Liabilities EOY$250,563,609TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$51,545,070NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$49,080,570NetAssetsOrFundBalancesEOYAmt
MissionTHE ORGANIZATION WAS FORMED FOR THE PURPOSE OF ACQUIRING AND OPERATING LOW-INCOME HOUSING PROPERTIES WITHIN THE GUIDELINES OF IRS NOTICE 93-1 OR WITHIN ANY SUCCESSOR OR ALTERNATE "SAFE-HARBOR" AFFORDABLE HOUSING GUIDELINE PUBLISHED BY THE IRS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$30,025,709ExpenseAmt
Revenue$36,840,304RevenueAmt
DescOPERATING LOW-INCOME HOUSING PROPERTIES WITHIN THE GUIDELINES OF IRS NOTICE 93-1. IN FURTHERANCE OF ITS MISSION TO SERVE THE AFFORDABLE HOUSING COMMUNITY, THE ORGANIZATION PROVIDES SOCIAL SERVICE PROGRAMS TO THE RESIDENTS AT ITS VARIOUS APARTMENT COMMUNITIES. THE ORGANIZATION CURRENTLY PROVIDES A SENIOR CITIZEN DISCOUNT PROGRAM FOR THOSE 55 AND OVER AND A RENTAL ASSISTANCE PROGRAM AT ALL OF ITS COMMUNITIES. FURTHERMORE, AT SELECT PROPERTIES, THE ORGANIZATION PROVIDES ESL CLASSES, VACATION BIBLE SCHOOL CLASSES, YOUTH EMPLOYMENT OPPORTUNITIES, AND VARIOUS COMMUNITY EVENTS.Desc
Total Program Service Expenses$30,025,709TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or Procedure0WrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIFIED HOUSING FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2147508845PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12010 VALLEY VIEW LANE 145AddressLine1Txt
CityFARMERS BRANCHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75234ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
R NEIL CROUCH II
DIR, PRESIDENT, TREASURER0.00Yes (X)Yes (X)$0$0$0
MARTHA C STEPHENS
DIRECTOR0.50Yes (X)$5,000$0$0
CAROLYNN F BEVERS
DIRECTOR0.50Yes (X)$6,000$0$0
BYRON K ROWLETT
DIRECTOR0.50Yes (X)$5,000$0$0
MELANIE CARTER
DIR, VP, SECRETARY0.50Yes (X)Yes (X)$6,000$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$22,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTAL INCOME531110$32,083,706$32,083,706
OTHER INCOME900099$4,756,598$4,756,598
FieldValueIRS element (for citing)
Total Program Service Revenue$36,840,304TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,840,304TotalRevenueColumnAmt
Related Or Exempt Func Income$36,840,304RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$22,000TotalAmt
Management And General$22,000ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,147,570TotalAmt
Program Services$2,147,570ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$9,279,397TotalAmt
Program Services$5,562,974ProgramServicesAmt
Management And General$3,716,423ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,815,158TotalAmt
Program Services$5,815,158ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,068,340TotalAmt
Program Services$3,068,340ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
PROPERTY OPERATING AND$7,058,161$7,058,161
PROPERTY MANAGEMENT EMP$3,223,183$3,223,183
PROPERTY ADMINISTRATIVE$1,796,939$1,796,939
MANAGEMENT FEES$1,353,384$1,353,384

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$230,674TotalAmt
Management And General$230,674ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$33,994,806TotalAmt
Program Services$30,025,709ProgramServicesAmt
Management And General$3,969,097ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,198,845BOYAmt
EOY$9,066,603EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$102,252BOYAmt
EOY$171,399EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$561,426BOYAmt
EOY$1,131,689EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$221,016,532LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$100,985,173LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$125,405,821BOYAmt
EOY$120,031,359EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$3,577,031BOYAmt
EOY$3,577,031EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$67,172,064BOYAmt
EOY$67,504,958EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$206,017,439BOYAmt
EOY$201,483,039EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,091,348BOYAmt
EOY$4,650,905EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$162,230,940BOYAmt
EOY$159,052,913EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$91,240,221BOYAmt
EOY$86,859,791EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$257,562,509BOYAmt
EOY$250,563,609EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY-$51,545,070BOYAmt
EOY-$49,080,570EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$51,545,070BOYAmt
EOY-$49,080,570EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$206,017,439BOYAmt
EOY$201,483,039EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,845,498ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$380,998OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,736,478CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,818,801CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,071,123CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,653,721CurrentTaxYearMinus1YearAmt
Current Tax Year$36,840,304CurrentTaxYearAmt
Total$191,120,427TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,736,478CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,818,801CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,071,123CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,653,721CurrentTaxYearMinus1YearAmt
Current Tax Year$36,840,304CurrentTaxYearAmt
Total$191,120,427TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$191,120,427PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,736,478CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,818,801CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,071,123CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,653,721CurrentTaxYearMinus1YearAmt
Current Tax Year$36,840,304CurrentTaxYearAmt
Total$191,120,427TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$32,195,382OtherCostOrOtherBasisAmt
Book Value$32,195,382BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$188,821,150OtherCostOrOtherBasisAmt
Depreciation$100,985,173DepreciationAmt
Book Value$87,835,977BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$120,031,359TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDescBook ValueBookValueAmt
ESCROW DEPOSITS$3,616,502
REPLACEMENT RESERVE$3,144,192
OTHER ASSETS$197,695
DUE FROM RELATED PARTIES$1,062,362
OPERATING DEFICIT RESERVE$8,027,490
NOTES RECEIVABLE - RELATED PARTY$51,456,717
FieldValueIRS element (for citing)
Total Book Value Other Assets$67,504,958TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
PREPAID RENT$128,638
SECURITY DEPOSITS$822,478
NOTES PAYABLE-RELATED PARTY$83,739,096
MORTGAGE DEBT-RELATED PARTY$2,169,579
FieldValueIRS element (for citing)
Total Liability$86,859,791TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION AND ITS SUBSIDIARIES ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAXES. THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE FOUNDATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE FOUNDATION. THE FOUNDATION HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAVE MEASURED THE FOUNDATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE FOUNDATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE WERE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BLINE 11B EXPLANATION - THE BOARD MEMBERS REVIEW THE PERIODIC FINANCIAL INFORMATION THAT IS THE SAME INFORMATION THAT COMPRISES THE TAX RETURN INFORMATION.
FORM 990, PART VI, SECTION B, LINE 12CMONITORING IS CONDUCTED DURING BOARD OF DIRECTORS MEETINGS.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST
FORM 990, PART XI, LINE 9:CAPITAL DISTRIBUTION -380,998.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEINEIN
UNIFIED HOUSING OF MCKINNEY LLC
1603 LBJ FREEWAY 800DALLASTX75234REAL ESTATETX$0$0UNIFIED HOUSING FOUNDATION INC
UNIFIED HOUSING OF TEMPLE LLC
1603 LBJ FREEWAY 800DALLASTX75234REAL ESTATETX$2,359,182$8,275,395UNIFIED HOUSING FOUNDATION INC770616287
UNIFIED HOUSING OF BURLESON LLC
1603 LBJ FREEWAY 800DALLASTX75234REAL ESTATETX$2,330,515$5,952,433UNIFIED HOUSING FOUNDATION INC010782834
UNIFIED HOUSING OF INWOOD LLC
1603 LBJ FREEWAY 800DALLASTX75234REAL ESTATETX$5,245,875$19,134,727UNIFIED HOUSING FOUNDATION INC810633903
UNIFIED HOUSING OF KENSINGTON LLC
1603 LBJ FREEWAY 800DALLASTX75234REAL ESTATETX$5,055,579$15,261,977UNIFIED HOUSING FOUNDATION INC412121959
HOUSING FOR SENIORS OF HUMBLE LLC
1603 LBJ FREEWAY 800DALLASTX75234REAL ESTATETX$4,435,203$19,063,342UNIFIED HOUSING FOUNDATION INC412032866
UNIFIED HOUSING OF VISTA RIDGE LLC
1603 LBJ FREEWAY 800DALLASTX75234REAL ESTATETX$0$0UNIFIED HOUSING FOUNDATION INC010803374
HOUSING FOR SENIORS OF LEWISVILLE LLC
1603 LBJ FREEWAY 800DALLASTX75234REAL ESTATETX$0$0UNIFIED HOUSING FOUNDATION INC690006415
UNIFIED HOUSING OF TERRELL LLC
1603 LBJ FREEWAY 800DALLASTX75234REAL ESTATETX$2,283,241$7,261,704UNIFIED HOUSING FOUNDATION INC810633899
UNIFIED HOUSING OF SENDERO RIDGE LLC
1603 LBJ FREEWAY 800DALLASTX75234REAL ESTATETX$0$0UNIFIED HOUSING FOUNDATION INC550853713
UHF THE PROMENADE APTS LLC
2010 VALLEY VIEW LANE STE 145FARMERS BRANCHTX75234REAL ESTATETX$0$0UNIFIED HOUSING FOUNDATION INC883642332

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1UHF CHASE OAKS HOUSING INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12010 VALLEY VIEW LANE SUITE 145AddressLine1Txt
CityFARMERS BRANCHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75234ZIPCd
FieldValueIRS element (for citing)
EIN921466424EIN
Primary ActivitiesACQ & OPER LOW-INC HOUSING PROP WITHIN THE GUIDELINES OF IRS NOTICE 93-1PrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd
Exempt Code Section501(C) (3)ExemptCodeSectionTxt
Public Charity StatusLINE 10PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1UNIFIED HOUSING FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
OCEAN ESTATES II LLC
2010 VALLEY VIEW LANE STE 145FARMERS BRANCHTX75234208535241RENTAL R/ETXSUNAMERICA HOUSING FUND 1541 LPRELATED-$47$1,454Yes (1)Yes (1)0.00010
UHF CHASE OAKS HOUSING LP
2010 VALLEY VIEW LANE STE 145FARMERS BRANCHTX75234203182604REAL ESTATETXUHF CHASE OAKS HOUSING INCRELATED$16$892Yes (1)Yes (1)0.00010
UHF HOT SPRINGS HOUSING LP
2010 VALLEY VIEW LANE STE 145FARMERS BRANCHTX75234261512742RENTAL R/ETXSUNAMERICA HOUSING FUND 1542 LPRELATED-$17$293Yes (1)Yes (1)0.00010
BLUE LAKE AT MARINE CREEKLP
2010 VALLEY VIEW LANE STE 145FARMERS BRANCHTX75234200459158REAL ESTATETXUHF BLUE LAKE MC INCRELATED-$26$1,083Yes (1)Yes (1)0.00010
UHF GAINESVILLE HOUSING LP
2010 VALLEY VIEW LANE STE 145FARMERS BRANCHTX75234731728578RENTALSTXUNIFIED HOUSING FOUNDATION INCRELATED-$93,746$4,937,297Yes (1)Yes (1)1.00000
UHF MAGNOLIA TRACE LP
2010 VALLEY VIEW LANE STE 145FARMERS BRANCHTX75234263978996RENTALSTXALLIANT TAX CREDIT FUND 60 LTDRELATED-$15$756Yes (1)Yes (1)0.00010
UHF TUSCANY VILLAS HOUSING LP
2010 VALLEY VIEW LANE STE 145FARMERS BRANCHTX75234263978881RENTALSTXALLIANT TAX CREDIT FUND IV LTDRELATED-$17$712Yes (1)Yes (1)0.00010
UHF CHICORY COURT I LP
2010 VALLEY VIEW LANE STE 145FARMERS BRANCHTX75234760769413RENTAL R/ETXHUNT CAPITAL PARTNERS TAX CREDIT FUND 2011-4 LPRELATED-$114$2,360Yes (1)Yes (1)0.00010
UHF CEDAR CREEK VILLAS LP
2010 VALLEY VIEW LANE STE 145FARMERS BRANCHTX75234383922488REAL ESTATETXCLIFTON E PHILLIPSRELATED0Yes (1)0.00010
UHF MONARCH MEADOWS LP
2010 VALLEY VIEW LANE STE 145FARMERS BRANCHTX75234454247892REAL ESTATETXCLIFTON E PHILLIPSRELATED0Yes (1)0.00010

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1UHF BLUE LAKE MC INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12010 VALLEY VIEW LANE STE 145AddressLine1Txt
CityFARMERS BRANCHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75234ZIPCd
FieldValueIRS element (for citing)
EIN872938740EIN
Primary ActivitiesREAL ESTATEPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1UNIFIED HOUSING FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Share Of Total Income-$256,770ShareOfTotalIncomeAmt
Share Of EOY Assets$1,253,799ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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