HOUSING ASSISTANCE COUNCIL: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HOUSING ASSISTANCE COUNCIL (EIN 52-0939288)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-04-14
- IRS object ID
- 202211049349301516
- Schema version
- 2020v4.2
- 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 I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-14T16:38:48-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520939288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSING ASSISTANCE COUNCIL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 2028428600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 VERMONT AVENUE NW NO 606 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID LIPSETZ | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2028428600 | PhoneNum |
| Signature | 2022-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | LIPSETZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON M FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2022-04-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID LIPSETZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 VERMONT AVENUE NW NO 606 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,343,540 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RURALHOME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE HOUSING CONDITIONS FOR THE POOREST OF THE POOR IN THE MOST RURAL PLACES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,732,787 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,754,723 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,011,122 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,339,701 | CYProgramServiceRevenueAmt |
| PY Investment Income | $323,453 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,425,745 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,691 | PYOtherRevenueAmt |
| CY Other Revenue | $33,947 | CYOtherRevenueAmt |
| PY Total Revenue | $6,086,053 | PYTotalRevenueAmt |
| CY Total Revenue | $11,554,116 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $356,231 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $493,579 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,281,683 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,643,040 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $500,274 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,199,143 | PYOtherExpensesAmt |
| CY Other Expenses | $3,831,329 | CYOtherExpensesAmt |
| PY Total Expenses | $6,837,057 | PYTotalExpensesAmt |
| CY Total Expenses | $7,967,948 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$751,004 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,586,168 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,408,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,242,099 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,852,330 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,041,023 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,555,680 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,201,076 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE EXEMPT PURPOSE IS TO IMPROVE HOUSING CONDITIONS FOR THE RURAL POOR, WITH EMPHASIS ON THE POOREST OF THE POOR IN THE MOST RURAL PLACES. HOUSING ASSISTANCE COUNCIL (HAC) PROVIDES BELOW-MARKET FINANCING FOR AFFORDABLE HOUSING AND COMMUNITY DEVELOPMENT, TECHNICAL ASSISTANCE AND TRAINING, RESEARCH AND INFORMATION, AND POLICY FORMULATION TO ENABLE SOLUTIONS FOR RURAL COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,537,235 | ExpenseAmt |
| Revenue | $1,332,001 | RevenueAmt |
| Desc | LENDING PROGRAM - FINANCES AFFORDABLE HOUSING PROJECTS THAT SERVE LOW-INCOME, RURAL RESIDENTS AND ADMINISTERS SEVERAL REVOLVING LOAN FUNDS TO PROMOTE AFFORDABLE HOUSING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,478,707 | ExpenseAmt |
| Grant | $493,579 | GrantAmt |
| Revenue | $7,700 | RevenueAmt |
| Desc | KNOWLEDGE SHARING- PROVIDES TRAINING AND TECHNICAL ASSISTANCE ON RURAL HOUSING ISSUES TO VARIOUS COMMUNITY GROUPS THROUGHOUT THE US. THIS IS DONE THROUGH FORMAL TRAININGS, ONE-ON-ONE TECHNICAL ASSISTANCE AND CONNECTING LOCAL ORGANIZATIONS TO RESOURCES WHICH CAN BUILD THEIR CAPACITY AND STRENGTHEN THEIR COMMUNITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $649,662 | ExpenseAmt |
| Desc | RESEARCH AND INFORMATION - CONDUCTS RESEARCH AND STUDIES AND REPORTS ON A WIDE RANGE OF TOPICS RELATED TO RURAL HOUSING RELATED TO THE HOUSING CONDITIONS OF THE RURAL POOR TO HELP INFORM SOUND HOUSING POLICIES AND STRATEGIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $322,390 | ExpenseAmt |
| Desc | ADVOCACY AND OUTREACH | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $322,390 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $6,987,994 | 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 | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 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 | 0 | 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 | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 32 | 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARIN KLUSMANN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028428600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 VERMONT AVENUE NW SUITE 606 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| DAVID LIPSETZ | ||||||||
| PRESIDENT & CEO | 40.00 | 0.10 | Yes (X) | $252,054 | $0 | $23,358 | ||
| KARIN KLUSMANN | ||||||||
| ASST. SEC./TREAS./DIR. OF FINANCE | 40.00 | 0.10 | Yes (X) | $166,690 | $0 | $36,391 | ||
| EILEEN NEELY | ||||||||
| LENDING DIRECTOR | 40.00 | $154,459 | $0 | $22,480 | Yes (X) | |||
| TRAVIS GEORGE | ||||||||
| ASST. SEC./RESEARCH & INFORMATION | 40.00 | Yes (X) | $151,505 | $0 | $18,787 | |||
| SHONTERRIA CHARLESTON | ||||||||
| TRAINING/TECHNICAL ASSIST. DIR. | 40.00 | $133,143 | $0 | $34,502 | Yes (X) | |||
| JENNIFER MCALLISTER | ||||||||
| DEVELOPMENT MANAGER | 40.00 | $124,247 | $0 | $16,752 | Yes (X) | |||
| MARIA LUISA MERCADO | ||||||||
| CHAIR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LAURA BUXBAUM | ||||||||
| VICE CHAIR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TOM MANNING-BEAVIN | ||||||||
| TREASURER | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANDRES SAAVEDRA | ||||||||
| SECRETARY - UNTIL 09/2021 | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GIDEON ANDERS | ||||||||
| BOARD OF DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | |||
| ANDREW BIAS | ||||||||
| BOARD OF DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | |||
| PETER CAREY | ||||||||
| BOARD OF DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | |||
| DAVE CASTILLO | ||||||||
| BOARD OF DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | |||
| SANDRA FERNIZA | ||||||||
| BOARD OF DIRECTOR - UNTIL 09/2021 | 0.60 | $0 | $0 | $0 | Yes (X) | |||
| ILENE JACOBS | ||||||||
| BOARD OF DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | |||
| TWILA MARTIN-KEKAHBAH | ||||||||
| BOARD OF DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | |||
| NICK MITCHELL-BENNETT | ||||||||
| BOARD OF DIRECTOR | 0.60 | 0.10 | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM PICOTTE | ||||||||
| BOARD OF DIRECTOR | 0.60 | 0.10 | $0 | $0 | $0 | Yes (X) | ||
| NAOMI WOODSON SCIPIO | ||||||||
| BOARD OF DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | |||
| IRENE SIKELIANOS | ||||||||
| BOARD OF DIRECTOR - UNTIL 09/2021 | 0.60 | $0 | $0 | $0 | Yes (X) | |||
| BENNIE THOMPSON | ||||||||
| BOARD OF DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | |||
| DAZETTA THORNE | ||||||||
| BOARD OF DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | |||
| ANDREW B WINTER | ||||||||
| BOARD OF DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | |||
| CONNIE WRIGHT | ||||||||
| BOARD OF DIRECTOR | 0.60 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $982,098 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $152,270 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $7,320,840 | GovernmentGrantsAmt |
| All Other Contributions | $1,433,883 | AllOtherContributionsAmt |
| Total Contributions | $8,754,723 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LOAN INTEREST INC. & SERV. FEES | 900099 | $1,332,001 | $1,332,001 |
| CONFERENCE REGISTRATION & SUPPORT | 900099 | $7,700 | $7,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,339,701 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,489 | TotalRevenueColumnAmt |
| Exclusion | $58,489 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,406,935 | SecuritiesAmt |
| Other | $1,749,745 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,143,261 | SecuritiesAmt |
| Other | $646,163 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $263,674 | SecuritiesAmt |
| Other | $1,103,582 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,367,256 | TotalRevenueColumnAmt |
| Exclusion | $1,367,256 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS | 900099 | $31,179 | $31,179 |
| REFUNDS | 900099 | $3,463 | $3,463 |
| GAIN ON SUBSIDIARY | 900099 | -$695 | -$695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $33,947 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,554,116 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,339,701 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,459,692 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,579 | TotalAmt |
| Program Services | $493,579 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677,007 | TotalAmt |
| Program Services | $456,165 | ProgramServicesAmt |
| Management And General | $182,403 | ManagementAndGeneralAmt |
| Fundraising | $38,439 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,198,561 | TotalAmt |
| Program Services | $1,820,239 | ProgramServicesAmt |
| Management And General | $118,653 | ManagementAndGeneralAmt |
| Fundraising | $259,669 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,049 | TotalAmt |
| Program Services | $75,893 | ProgramServicesAmt |
| Management And General | $4,072 | ManagementAndGeneralAmt |
| Fundraising | $11,084 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,836 | TotalAmt |
| Program Services | $123,081 | ProgramServicesAmt |
| Management And General | $1,323 | ManagementAndGeneralAmt |
| Fundraising | $19,432 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,587 | TotalAmt |
| Program Services | $423,547 | ProgramServicesAmt |
| Management And General | $52,343 | ManagementAndGeneralAmt |
| Fundraising | $56,697 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,180 | TotalAmt |
| Program Services | $8,180 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,384 | TotalAmt |
| Program Services | $51,683 | ProgramServicesAmt |
| Management And General | $6,535 | ManagementAndGeneralAmt |
| Fundraising | $6,166 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,789 | TotalAmt |
| Management And General | $26,789 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,095 | TotalAmt |
| Program Services | $475,911 | ProgramServicesAmt |
| Management And General | $7,484 | ManagementAndGeneralAmt |
| Fundraising | $33,700 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,322 | TotalAmt |
| Program Services | $70,197 | ProgramServicesAmt |
| Management And General | $9,751 | ManagementAndGeneralAmt |
| Fundraising | $7,374 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,238 | TotalAmt |
| Program Services | $108,350 | ProgramServicesAmt |
| Management And General | $11,513 | ManagementAndGeneralAmt |
| Fundraising | $12,375 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,011 | TotalAmt |
| Program Services | $341,291 | ProgramServicesAmt |
| Management And General | $39,876 | ManagementAndGeneralAmt |
| Fundraising | $46,844 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,695 | TotalAmt |
| Program Services | $952 | ProgramServicesAmt |
| Management And General | $2,743 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,815 | TotalAmt |
| Program Services | $11,815 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,342 | TotalAmt |
| Program Services | $210,342 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,578 | TotalAmt |
| Program Services | $10,018 | ProgramServicesAmt |
| Management And General | $1,223 | ManagementAndGeneralAmt |
| Fundraising | $1,337 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,233 | TotalAmt |
| Program Services | $54,289 | ProgramServicesAmt |
| Management And General | $4,328 | ManagementAndGeneralAmt |
| Fundraising | $4,616 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GRANT CONVERSION EXP. | $1,630,548 | $1,630,548 | ||
| LOAN LOSS RESERVE PROV. | $594,269 | $594,269 | ||
| MISCELLANEOUS | $40,830 | $27,645 | $10,644 | $2,541 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,967,948 | TotalAmt |
| Program Services | $6,987,994 | ProgramServicesAmt |
| Management And General | $479,680 | ManagementAndGeneralAmt |
| Fundraising | $500,274 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,303 | BOYAmt |
| EOY | $139,516 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,671,950 | BOYAmt |
| EOY | $14,865,781 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $506,274 | BOYAmt |
| EOY | $799,743 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,444 | BOYAmt |
| EOY | $363,262 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,454,973 | BOYAmt |
| EOY | $27,809,914 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,911 | BOYAmt |
| EOY | $72,771 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $227,334 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $74,454 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $811,621 | BOYAmt |
| EOY | $152,880 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,082,417 | BOYAmt |
| EOY | $5,547,287 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $476,179 | BOYAmt |
| EOY | $475,484 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,938 | BOYAmt |
| EOY | $15,461 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,408,010 | BOYAmt |
| EOY | $50,242,099 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $576,355 | BOYAmt |
| EOY | $415,517 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,346 | BOYAmt |
| EOY | $4,399 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,655,913 | BOYAmt |
| EOY | $7,169,235 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,194,791 | BOYAmt |
| EOY | $10,050,497 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,925 | BOYAmt |
| EOY | $401,375 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,852,330 | BOYAmt |
| EOY | $18,041,023 | 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 | $2,104,803 | BOYAmt |
| EOY | $9,651,521 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,450,877 | BOYAmt |
| EOY | $22,549,555 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,555,680 | BOYAmt |
| EOY | $32,201,076 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,408,010 | BOYAmt |
| EOY | $50,242,099 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,586,168 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $59,228 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $4,797,501 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,456,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,959,914 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,732,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,754,723 | CurrentTaxYearAmt |
| Total | $25,701,125 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,797,501 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,456,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,959,914 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,732,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,754,723 | CurrentTaxYearAmt |
| Total | $25,701,125 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $809,391 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,891,734 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $261,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $263,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $354,834 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $304,638 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,489 | CurrentTaxYearAmt |
| Total | $1,243,391 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,484 | CurrentTaxYearAmt |
| Total | $203,844 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,148,360 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,107,552 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER - 2017 AMOUNT: $ 3,081. 2018 AMOUNT: $ 1,285. 2019 AMOUNT: $ 5,383. 2020 AMOUNT: $ 6,179. GAIN ON SUBSIDIARY - 2016 AMOUNT: $ 6,905. 2018 AMOUNT: $ 16,030. 2019 AMOUNT: $ 3,108. 2020 AMOUNT: $ -695. BAD DEBT RECOVERY INCOME - 2017 AMOUNT: $ 44,375. 2018 AMOUNT: $ 58,193. 2019 AMOUNT: $ 35,000. 2020 AMOUNT: $ 25,000. | ExplanationTxt |
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
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,967,948 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,967,948 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $548,397 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $137,099 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $486,281 | CurrentYearMinus2Amt |
| Current Year Minus1 | $491,853 | CurrentYearMinus1Amt |
| Current Year | $548,397 | CurrentYearAmt |
| Total | $1,526,531 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,289,797 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $20,000 | CurrentYearMinus2Amt |
| Total | $20,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $121,570 | CurrentYearMinus2Amt |
| Current Year Minus1 | $122,963 | CurrentYearMinus1Amt |
| Current Year | $137,099 | CurrentYearAmt |
| Total | $381,632 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $572,448 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $137,106 | InvestmentCostOrOtherBasisAmt |
| Book Value | $137,106 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,228 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,454 | DepreciationAmt |
| Book Value | $15,774 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $152,880 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT AND LEASE INCENTIVES | Desc |
| Amt | $401,375 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $401,375 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT OF HAC BELIEVES THAT IT HAS NO MATERIAL UNCERTAINTY IN INCOME TAXES AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAXES IN ITS FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ADULTS & YOUTH UNITED DEVELOPMENT ASSOCIATION | |||||||
| PO BOX 2017 | SAN ELIZARIO | TX | 79849 | 742696297 | 501(C)(3) | $24,000 | PROJECT DEVELOPMENT |
| BLACKBELT & CENTRAL ALABAMA HOUSING | |||||||
| 1201 COUNTY ROAD 306 | SELMA | AL | 36703 | 020663098 | 501(C)(3) | $24,000 | PROJECT DEVELOPMENT |
| BOGALUSA REBIRTH | |||||||
| 644 SAINT AUGUSTINE STREET BOX182 | BOGALUSA | LA | 70427 | 260378968 | 501(C)(3) | $30,000 | PROJECT DEVELOPMENT |
| COMMUNITY ACTION COMMISSION OF FAYETTE | |||||||
| 1400 US ROUTE 22 NW | WASHINGTON COURT HOUSE | OH | 43160 | 310723686 | 501(C)(3) | $24,000 | PROJECT DEVELOPMENT |
| COMMUNITY SERVICE PROGRAMS OF WEST ALABAMA | |||||||
| 601 BLACK BEARS WAY | TUSCALOOSA | AL | 35401 | 630671915 | 501(C)(3) | $24,000 | PROJECT DEVELOPMENT |
| CREATIVE COMPASSION INC | |||||||
| 20 PENNY LANE | CROSSVILLE | TN | 38555 | 621425691 | 501(C)(3) | $30,000 | PROJECT DEVELOPMENT |
| GRANTS & STRATEGIC CORPORATE PARTNERSHIPS | |||||||
| 4523 BRISTOL HIGHWAY | JOHNSON CITY | TN | 37601 | 460512638 | 501(C)(3) | $24,000 | PROJECT DEVELOPMENT |
| GUADALUPE ECONOMIC SERVICES CORPORATION | |||||||
| 1502 ERSKINE STREET | LUBBOCK | TX | 79403 | 751867465 | 501(C)(3) | $6,000 | PROJECT DEVELOPMENT |
| HABITAT FOR HUMANITY OF ORANGE COUNTY | |||||||
| 2200 RITCHEY STREET | SANTA ANA | CA | 92705 | 330311059 | 501(C)(3) | $20,000 | PROJECT DEVELOPMENT |
| HOME WORKS OF AMERICA | |||||||
| 3823 W BELTLINE BOULEVARD | COLUMBIA | SD | 29204 | 562027026 | 501(C)(3) | $24,000 | PROJECT DEVELOPMENT |
| HOUSING AUTHORITY OF CHEROKEE NATION | |||||||
| 5014 MUSKOGEE AVENUE | TAHLEQUAH | OK | 74464 | 730757033 | 501(C)(3) | $24,000 | PROJECT DEVELOPMENT |
| JERRY AMBROSE VETERAN COUNCIL | |||||||
| 315 E OAK STREET | KINGMAN | AZ | 86401 | 461967830 | 501(C)(3) | $24,000 | PROJECT DEVELOPMENT |
| LAKE SUPERIOR COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 1 N FRONT STREET | LANSE | MI | 49946 | 364616294 | 501(C)(3) | $24,000 | PROJECT DEVELOPMENT |
| MILFORD HOUSING DEVELOPMENT CORPORATION | |||||||
| 977 E MASTEN CIRCLE | MILFORD | DE | 19963 | 510218904 | 501(C)(3) | $6,000 | PROJECT DEVELOPMENT |
| NEW FOUNDATIONS DEVELOPMENT INC | |||||||
| 607 OOTHCALOOGA STREET | CALHOUN | GA | 30701 | 462225077 | 501(C)(3) | $20,000 | PROJECT DEVELOPMENT |
| NORTH EAST COMMUNITY ACTION CORPORATION | |||||||
| 815 BUSINESS HIGHWAY 61N | BOWLING GREEN | MO | 63334 | 431017571 | 501(C)(3) | $15,273 | PROJECT DEVELOPMENT |
| REBUILDING TOGETHER FARGO-MOORHEAD AREA | |||||||
| 700 MAIN AVENUE 10 | FARGO | ND | 58103 | 274415410 | 501(C)(3) | $20,000 | PROJECT DEVELOPMENT |
| SOLANO-NAPA HABITAT FOR HUMANITY | |||||||
| 104 COMMERCE COURT | FAIRFIELD | CA | 94534 | 680252525 | 501(C)(3) | $24,000 | PROJECT DEVELOPMENT |
| WHITE MOUNTAIN APACHE HOUSING AUTHORITY | |||||||
| 50 W CHINATOWN STREET | WHITE RIVER | AZ | 85941 | 860194403 | 501(C)(3) | $24,000 | PROJECT DEVELOPMENT |
| WILMINGTON AREA REBUILDING MINISTRY INC | |||||||
| 5058 WRIGHTSVILLE AVE | WILMINGTON | NC | 28403 | 562076795 | 501(C)(3) | $24,000 | PROJECT DEVELOPMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | HAC PROVIDES SUB-AWARD GRANTS TO RECIPIENTS THAT MEET CERTAIN PERFORMANCE AND/OR QUALIFICATIONS FOR UTILIZING THE FUND TO ENHANCE AND BOLSTER THEIR PROGRAMS. GRANTEES ARE MONITORED THROUGH REPORTING, REGULAR COMMUNICATIONS, AND SITE VISITS, IF DEEMED APPROPRIATE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID LIPSETZ | ||||||||||||||
| PRESIDENT & CEO | $252,054 | $0 | $0 | $0 | $0 | $0 | $13,080 | $0 | $10,278 | $0 | $275,412 | $0 | $275,412 | $0 |
| KARIN KLUSMANN | ||||||||||||||
| ASST. SEC./TREAS./DIR. OF FINANCE | $166,690 | $0 | $0 | $0 | $0 | $0 | $7,697 | $0 | $28,694 | $0 | $203,081 | $0 | $203,081 | $0 |
| EILEEN NEELY | ||||||||||||||
| LENDING DIRECTOR | $154,459 | $0 | $0 | $0 | $0 | $0 | $7,696 | $0 | $14,784 | $0 | $176,939 | $0 | $176,939 | $0 |
| TRAVIS GEORGE | ||||||||||||||
| ASST. SEC./RESEARCH & INFORMATION | $151,505 | $0 | $0 | $0 | $0 | $0 | $7,696 | $0 | $11,091 | $0 | $170,292 | $0 | $170,292 | $0 |
| SHONTERRIA CHARLESTON | ||||||||||||||
| TRAINING/TECHNICAL ASSIST. DIR. | $133,143 | $0 | $0 | $0 | $0 | $0 | $6,673 | $0 | $27,829 | $0 | $167,645 | $0 | $167,645 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| GIDEON ANDERS | |||||||
| BOARD MEMBER | CAPITAL INVESTMENT IN LOAN FUND | Yes (X) | $1,031 | $1,031 | 0 | Yes (1) | Yes (1) |
| MARIA MERCADO | |||||||
| BOARD CHAIR | CAPITAL INVESTMENT IN LOAN FUND | Yes (X) | $1,315 | $1,368 | 0 | Yes (1) | Yes (1) |
| DAVID LIPSETZ | |||||||
| PRESIDENT & CEO | CAPITAL INVESTMENT IN LOAN FUND | Yes (X) | $2,000 | $2,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $4,399 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | HAC BYLAWS WERE AMENDED ON JANUARY 29, 2021 TO ADOPT THE FOLLOWING TERM LIMITS: (1) DIRECTORS TO THREE CONSECUTIVE TERMS ON THE BOARD (EACH TERM BEING THREE YEARS, INCLUDING TIME ALREADY SPENT ON THE BOARD; (2) DIRECTORS WHO HAVE REACHED THEIR TERM LIMITS MUST SPEND AT LEAST THREE YEARS OFF THE BOARD; AND (3) BE STAGGERED AS TO TAKE EFFECT WITH EACH SUCCESSIVE CLASS WHEN UP FOR RE-ELECTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FEDERAL FORM 990 TAX RETURN FOR HAC IS PREPARED BY AN INDEPENDENT AUDITING FIRM WHO ALSO CONDUCTS THE ANNUAL FINANCIAL AUDIT OF HAC. THE TAX RETURN IS REVIEWED BY HAC'S FINANCE & ADMINISTRATION DIRECTOR AND BY HAC'S CHIEF EXECUTIVE OFFICER. THE TAX RETURN IS ALSO SUBJECTED TO REVIEWS BY HAC'S BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN AN ANNUAL STATEMENT. THE CHIEF EXECUTIVE OFFICER OR HIS DESIGNEE SHALL REVIEW ALL STATEMENTS SUBMITTED. INTERESTED PERSONS (BOARD AND STAFF) THAT HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST MUST DISCLOSE THE NATURE/FACTS OF THE CONFLICT. ON TRANSACTIONS THAT WILL BE CONDUCTED WITH RELATIONSHIPS THAT MIGHT INVOLVE PARTIES THAT COULD BE CONSTRUED AS CONFLICT OF INTEREST, STAFF AND MANAGEMENT WILL DISCUSS WITH LEGAL COUNSEL, AND/OR THE BOARD OF DIRECTORS SUCH POTENTIAL CONFLICTS OF INTEREST PRIOR TO ENTERING INTO ANY SUCH AGREEMENTS OR NEEDING APPROVAL FOR SUCH EVENTS. STAFF WILL PRIMARILY DETERMINE WHETHER THE ORGANIZATION CREATES A POTENTIAL CONFLICT OF INTEREST. A DISCUSSION WILL BE HELD WITH THE MANAGEMENT AND VERIFIED BY A LEGAL COUNSEL IF A NEW TRANSACTION TYPE ARISES. FOR BOARD MEMBERS, SUCH DISCLOSURES ARE PUT IN WRITING BY THE BOARD MEMBERS AND RETAINED BY MANAGEMENT. IF THE BOARD OF DIRECTORS OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OF DIRECTORS OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION SUCH AS DISQUALIFYING THE EMPLOYEE FOR PARTICULAR ASSIGNMENTS AND SEPARATION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THERE IS AN ANNUAL EVALUATION CONDUCTED FOR ALL KEY PERSONNEL BY THE CHIEF EXECUTIVE OFFICER. FOR THE CHIEF EXECUTIVE OFFICER, AN EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS EVALUATES THIS POSITION. FOR ALL POSITIONS, THE CHIEF EXECUTIVE OFFICER AND BOARD OF DIRECTORS ARE AFFORDED A COMPENSATION SURVEY OF KEY POSITIONS TO DETERMINE THE FAIRNESS AND COMPARABLE RATES BASED ON SIZE AND BUDGET OF SIMILAR ORGANIZATIONS. FOR KEY PERSONNEL, THE CHIEF EXECUTIVE OFFICER MAKES COMPENSATION ADJUSTMENTS BASED ON COMPARABLE MARKET RATES FOR THE POSITION, PERFORMANCE MERIT OR COLA. FOR THE CHIEF EXECUTIVE OFFICER, THE EXECUTIVE COMPENSATION COMMITTEE MEETS AT LEAST ANNUALLY TO RECOMMEND COMPENSATION ADJUSTMENTS TO THE CHIEF EXECUTIVE OFFICER'S SALARY. ADJUSTMENTS TO ALL PERSONNEL COMPENSATION ARE INCORPORATED INTO THE ANNUAL OPERATING BUDGET. AS PART OF THE BUDGET PRESENTATION, MANAGEMENT REPORTS ON COMPENSATION ADJUSTMENTS TO PERSONNEL LINE ITEM COSTS TO THE BOARD FINANCE COMMITTEE, THEN TO THE ENTIRE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS IS AFFORDED OPPORTUNITY TO RAISE QUESTIONS IF NECESSARY. COMPENSATION ADJUSTMENTS TO THE CHIEF EXECUTIVE OFFICER'S COMPENSATION ARE PRESENTED BY THE EXECUTIVE COMPENSATION COMMITTEE TO THE FULL BOARD OF DIRECTORS, IN EXECUTIVE SESSION, FOR APPROVAL. MINUTES ARE TAKEN OF THE EXECUTIVE COMMITTEE MEETING AND HELD BY HAC'S GENERAL COUNSEL. |
| FORM 990, PART VI, SECTION C, LINE 19 | HAC PROVIDES ITS GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY UPON REQUEST. THE ANNUAL FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC BOTH THROUGH ANNUAL REPORTS AND ALSO UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RURAL HOUSING SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 VERMONT STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521306869 | EIN |
| Primary Activities | TO PROMOTE THE SOCIAL WELFARE OF LOW-INCOME PERSONS IN RURAL AREAS | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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