2021-10-19T13:17:37-05:00 2020-12-31 943108253 NOVOGRADAC & COMPANY LLP 3025 NORTH WOOSTER AVENUE DOVER OH 44622 990 2020-01-01 521450306 NATIONAL AFFORDABLE HOUSING TRUST INC NATI 6149172850 2245 NORTH BANK DRIVE NO 200 COLUMBUS OH 43220 DOUG BATES CFO 6144519929 2021-10-19 1 DOUG BATES 999009999 DAVID L CONWAY P00839993 3303655400 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DOUG BATES 2245 NORTH BANK DRIVE SUITE 200 COLUMBUS OH 43220 8943724 0 X WWW.NAHT.ORG X 1986 MD TO PROVIDE PROGRAM AND SUPERVISORY MANAGEMENT TO LOW-INCOME HOUSING PROPERTIES. X 7 7 28 0 0 0 0 2350000 4705068 6398272 107402 58210 330021 137242 5142491 8943724 0 0 0 0 3804639 4658042 0 0 0 1131866 3495616 4936505 8153658 205986 790066 11972811 12512765 4481986 4231874 7490825 8280891 DEDICATED TO THE CREATION AND PRESERVATION OF QUALITY AFFORDABLE HOUSING THROUGHOUT THE UNITED STATES FOR THE ELDERLY, FAMILIES AND PERSONS WITH DISABILITIES. 0 0 6686447 8943724 TO BE A RELIABLE SOURCE OF CAPITAL AND DEVELOPMENT EXPERTISE FOR AFFORDABLE HOUSING AND PROGRAM AND SUPERVISORY MANAGEMENT OF LOW-INCOME HOUSING PROPERTIES. 6686447 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 1 15 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X DOUG BATES 6149172850 2245 NORTH BANK DRIVE SUITE 200 COLUMBUS OH 43220 PATRICIA BELDEN DIRECTOR 1.00 X 0 0 0 ANDREA PONSOR DIRECTOR 1.00 X 0 0 0 KIMBERLY LATIMER-NELLIGAN CHAIR 1.00 X 0 0 0 PATRICIA GOPAUL DIRECTOR 1.00 X 0 0 0 GILES COATES DIRECTOR 1.00 X 0 0 0 JILL EDWARDS DIRECTOR 1.00 X 0 0 0 STEVE SPEARS DIRECTOR 1.00 X 0 0 0 LORI LITTLE CEO AND PRESIDENT 40.00 X 437298 0 27606 DOUGLAS P BATES CFO & TREASURER 40.00 X 235948 0 41473 DAVID S MICHAELS SECRETARY & SENIOR VP 40.00 X 246318 0 27851 DAVID LENNON SENIOR VP, DEVELOPMEN 40.00 X 218001 0 39101 SAM MERKLE SENIOR VP, FUND MANAGEMENT 40.00 X 223756 0 38321 PAUL M CUMMINGS SENIOR VP, ORIGINATIONS & CAPITAL MARKETS 40.00 X 229093 0 40758 BRIAN ROBINSON SENIOR VP, ORIGINATIONS & CAPITAL MARKETS 40.00 X 213535 0 39795 CELIA SMOOT VP, SENIOR DEVELOPMENT ADVISOR 40.00 X 190893 0 15742 1994842 0 270647 13 0 1 0 KUTAK ROCK LLP PO BOX 30057 OMAHA NE 681031157 LEGAL 392721 NOVOGRADAC & COMPANY LLP 3025 NORTH WOOSTER AVENUE DOVER OH 44622 AUDIT/TAX 331398 HOLLAND & KNIGHT LLP 11050 LAKE UNDERHILL ROAD SUITE 86 ORLANDO FL 32886 LEGAL 137610 3 2350000 2350000 ACQUISITION FEES 531390 4839679 4839679 MANAGEMENT FEES 541610 1558593 1558593 6398272 58210 58210 OTHER INCOME 531390 77452 77452 BOOKKEEPING INCOME 541200 56875 56875 CANCELLATION OF DEBT I 531390 2915 2915 137242 8943724 6532599 0 61125 1994842 1542544 452298 1865862 1442809 423053 238114 182224 55890 336006 260387 75619 223218 172910 50308 250 250 67900 67900 148890 5419 143471 108500 75937 32563 22201 22201 28779 14274 14505 24363 24363 48651 48651 78468 17716 60752 MEMBER CONTRIBUTIONS 2853125 2853125 OUT-SOURCED STAFFING 61687 1560 60127 NON-USE FEE 29652 8190 21462 CONSULTANT SERVICES 19345 13450 5895 3805 687 3118 8153658 6686447 1467211 0 4858633 6259502 2194803 1413317 0 622474 1958276 2085495 1007660 938465 72476 69195 2880858 2055750 7765 7032 11972811 12512765 2252448 2650979 2229538 1580895 4481986 4231874 X 7490825 8280891 7490825 8280891 11972811 12512765 790066 0 X X 0 1 X 1 0 X 2350000 2350000 6938273 6295412 5050610 5834081 7356477 31474853 6938273 6295412 5050610 5834081 9706477 33824853 0 3749420 2920147 2501190 3103666 3490047 15764470 3749420 2920147 2501190 3103666 3490047 15764470 18060383 30394 42622 81955 107402 58166 320539 30394 42622 81955 107402 58166 320539 6968667 6338034 5132565 5941483 9764643 34145392 0.52890 0.46350 0.00940 0.00900 X 1007660 938465 69195 69195 INVESTMENTS 61310 C INVENTORY IN PARTNERSHIPS 1994440 C 2055750 SCHEDULE D PART XIII PART X - OTHER LIABILITIES MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. X 1 1 X X 0 0 0 0 0 1 0 0 0 LORI LITTLE CEO AND PRESIDENT 341112 0 96186 0 0 0 19667 0 7939 0 464904 0 0 0 DOUGLAS P BATES CFO & TREASURER 203647 0 32301 0 0 0 19386 0 22087 0 277421 0 0 0 DAVID S MICHAELS SECRETARY & SENIOR VP 215233 0 31085 0 0 0 19910 0 7941 0 274169 0 0 0 PAUL M CUMMINGS SENIOR VP, ORIGINATIONS & CAPITAL MA 215593 0 13500 0 0 0 18648 0 22110 0 269851 0 0 0 SAM MERKLE SENIOR VP, FUND MANAGEMENT 195144 0 28612 0 0 0 16186 0 22135 0 262077 0 0 0 DAVID LENNON SENIOR VP, DEVELOPMEN 204801 0 13200 0 0 0 18038 0 21063 0 257102 0 0 0 BRIAN ROBINSON SENIOR VP, ORIGINATIONS & CAPITAL MA 189925 0 23610 0 0 0 17680 0 22115 0 253330 0 0 0 CELIA SMOOT VP, SENIOR DEVELOPMENT ADVISOR 176031 0 14862 0 0 0 7778 0 7964 0 206635 0 0 0 PART I, LINE 1A UNDER THE ORGANIZATION'S WELLNESS PROGRAM, THE ORGANIZATION PARTICIPATES IN A CORPORATE MEMBERSHIP TO A HEALTH AND FITNESS FACILITY AVAILABLE TO ALL OF THE COLUMBUS EMPLOYEES. COST PER EMPLOYEE IS NOMINAL. EMPLOYEES OUTSIDE OF THE COLUMBUS OFFICE ARE ELIGIBLE TO SUBMIT WITH SUBSTANTIATION FOR REIMBURSEMENT OF MEMBERSHIP TO A QUALIFYING WELLNESS PROGRAM UP TO A MAXIMUM OF $300. THE VALUE OF THIS BENEFIT IS TREATED AS TAXABLE INCOME AND REPORTED ON THE EMPLOYEE'S W-2. PART I, LINE 6 A PERCENTAGE OF THE EMPLOYEES LISTED ON PART VII (CEO, CFO AND VICE PRESIDENTS), TOTAL COMPENSATION IS BASED ON ACHIEVING BOARD-DIRECTED GOALS THAT INCLUDE SPECIFIC PRODUCTION LEVELS AND NET INCOME TO THE ORGANIZATION. 0 0 0 0 1 1 1 1 0 JOINT VENTURE WITH LIIF IN WHICH THEY ACQUIRED A CONTROLLING MEMBERSHIP INTEREST IN NAHT. 2020-09-30 3983492 FINANCIAL RESULTS FOR THE PERIOD ENDED 9/30/2020 942952578 LOW INCOME INVESTMENT FUND 50 CALIFORNIA ST STE 2900 SAN FRANCISCO CA 94111 501(C)(3) 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 ON SEPTEMBER 28, 2020, NATIONAL AFFORDABLE HOUSING TRUST ("NAHT"), STEWARDS OF AFFORDABLE HOUSING FOR THE FUTURE ("SAHF"), AND LIIF HOUSING INVESTMENTS LLC ("LHI") ENTERED INTO A RESTRUCTURING AND CONTRIBUTION AGREEMENT ("RESTRUCTURING AGREEMENT") TO COLLABORATE TO EXPAND THE REACH OF NAHT'S CHARITABLE ACTIVITIES. EFFECTIVE SEPTEMBER 30, 2020, LHI ACQUIRED 60% OF THE MEMBERSHIP INTERESTS OF NAHT, RENAMED THE CLASS A MEMBERSHIP INTERESTS, AND SAHF DECREASED THEIR MEMBERSHIP INTEREST IN NAHT TO 40%, RENAMED THE CLASS B MEMBERSHIP INTERESTS, PER THE RESTRUCTURING AGREEMENT. NAHT WILL BE GOVERNED BY A 7-MEMBER BOARD OF TRUSTEES INCLUDING THREE REPRESENTATIVES FROM SAHF AND FOUR REPRESENTATIVES FROM LHI. FORM 990, PART VI, SECTION A, LINE 6 STEWARDS OF AFFORDABLE HOUSING FOR THE FUTURE ("SAHF") IS THE SOLE MEMBER OF NAHT UNTIL SEPTEMBER 30, 2020. EFFECTIVE SEPTEMBER 30, 2020, LOW INCOME INVESTMENT FUND ("LIIF") ACQUIRED A CONTROLLING MEMBERSHIP INTEREST IN NAHT, RENAMED THE CLASS A MEMBERSHIP INTERESTS, AND SAHF DECREASED THEIR MEMBERSHIP INTEREST IN NAHT TO A NONCONTROLLING INTEREST, RENAMED THE CLASS B MEMBERSHIP INTERESTS, PER THE RESTRUCTURING AGREEMENT. SAHF IS A 501(C)3 ORGANIZATION COMPRISED OF 13 NON-PROFIT MEMBER ORGANIZATIONS DEDICATED TO THE CREATION OR PRESERVATION OF AFFORDABLE HOUSING IN THE UNITED STATES. LIIF IS A 501(C)3 ORGANIZATION COMPRISED OF 13 NON-PROFIT MEMBER ORGANIZATIONS DEDICATED TO PROVIDING A COMPREHENSIVE RANGE OF PROGRAMS TO INCREASE THE AVAILABILITY OF CAPITAL IN LOW INCOME COMMUNITIES. FORM 990, PART VI, SECTION A, LINE 7A THE NATIONAL AFFORDABLE HOUSING TRUST'S ("NAHT") GOVERNING BOARD IS COMPRISED OF A TOTAL OF 7 DIRECTORS. UP TO 3 OF THESE DIRECTORS ARE NOMINATED BY STEWARDS OF AFFORDABLE HOUSING FOR THE FUTURE ("SAHF"), A 501(C)(3) ORGANIZATION. SAHF ELECTS THE DIRECTORS FROM NOMINEES PROVIDED BY ITS MEMBERS ORGANIZATIONS AND ONE DIRECTOR IS AN OFFICER OF SAHF. UP TO 4 DIRECTORS ARE NOMINATED BY THE MEMBER ORGANIZATIONS OF LIIF HOUSING INVESTMENTS LLC ("LHI"). LHI ELECTS THE DIRECTORS FROM PROVIDED NOMINEES AND THREE DIRECTORS ARE CURRENTLY OFFICERS OF LHI. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY THE ORGANIZATION'S TAX ACCOUNTANT. UPON COMPLETION THE 990 IS REVIEWED BY THE CFO AND ONE OTHER OFFICER BEFORE BEING FILED. THE 990 IS ALSO MADE AVAILABLE TO THE GOVERNING BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY REQUIRES AN ANNUAL DECLARATION BE SIGNED BY OFFICERS, DIRECTORS AND KEY STAFF. MANAGEMENT MONITORS THAT DECLARATIONS ARE SIGNED ANNUALLY AND REPORTS ANY NONCOMPLIANCE TO THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 IN 2017, THE ORGANIZATION CONTRACTED WITH A COMPENSATION CONSULTANT TO CONDUCT A REVIEW OF MARKET COMPENSATION BENCHMARKS FOR ALL POSITIONS. THE STUDY INCLUDED ANALYSES OF SALARY AND TOTAL CASH COMPENSATION, MARKET INFORMATION, RANGES FOR EACH POSITION AND A RECOMMENDED SALARY REVIEW PROCESS. SINCE IMPLEMENTING THIS SYSTEM, WE HAVE USED NATIONAL STUDIES TO DETERMINE AND UPDATE RANGE MOVEMENT AND AVERAGE INCREASE AMOUNTS ON AN ANNUAL BASIS. WE CONDUCT ANNUAL PERFORMANCE AND SALARY REVIEWS FOR ALL EMPLOYEES. OUR MANAGERS FOLLOW THE SALARY REVIEW PROCESS. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL REVIEW OF THE CEO, BASED ON AGREED-UPON OBJECTIVES. THE CEO DEFERRED 2019'S BONUS TO 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S POLICY IS TO PROVIDE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND TAX RETURNS TO THE GENERAL PUBLIC UPON REQUEST. THE ORGANIZATION MAINTAINS A PUBLIC WEBSITE WITH CONTACT INFORMATION AVAILABLE FOR MAKING THE REQUESTS OR THEY CAN BE MADE IN PERSON AT THE ORGANIZATION'S BUSINESS ADDRESS. FORM 990, PART XII, LINE 2C NATIONAL AFFORDABLE HOUSING TRUST ("NAHT") DID NOT CHANGE THEIR OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. FORM 990, PART XII, LINE 2B IN CONJUNCTION WITH THE JOINT VENTURE CLOSING ON SEPTEMBER 30, 2020, THE ORGANIZATION'S FINANCIAL STATEMENTS AUDITED BY AN INDEPENDENT ACCOUNTANT WERE FOR THE PERIOD JANUARY 1, 2020 TO SEPTEMBER 30, 2020. 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