2020-11-16T18:38:43-06:00 2019-12-31 431594752 MUELLER PROST LC 7733 FORSYTH BLVD SUITE 1200 ST LOUIS MO 63105 990 2019-01-01 431141027 URBAN STRATEGIES INC URBA 3144214200 720 OLIVE STREET NO 2600 ST LOUIS MO 63101 ESTHER SHIN PRESIDENT 3144214200 2020-11-16 1 KARYN A NUNN P00958489 3148622070 2020-11-16 68.184.242.180 2020-11-16 15:31:03 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F826A2620B429ED6B64E01BE0FF105D3C3D83003 2019 2021-01-29 14:40:06Z ESTHER SHIN 720 OLIVE STREET NO 2600 ST LOUIS MO 63101 9075828 0 X WWW.URBANSTRATEGIESINC.ORG X 1978 MO ALL FAMILIES WILL BE STABLE AND THRIVING. 7 7 116 149 0 0 1486283 2689370 5467282 5814789 0 45279 102642 102496 7056207 8651934 0 0 0 0 4388507 4874622 0 0 97435 2278005 3156055 6666512 8030677 389695 621257 9690063 10853323 984839 1570342 8705224 9282981 X TO ENSURE THAT ALL CHILDREN AND FAMILIES ARE STABLE AND THRIVING. 0 0 5255722 4426803 INTEGRATED SERVICE DELIVERY :URBAN STRATEGIES PLANS, IMPLEMENTS, OR DIRECTS COMMUNITY AND SUPPORTIVE SERVICES THAT MEET SOCIAL SUPPORT NEEDS AND PROMOTE ECONOMIC SELF-SUFFICIENCY FOR FAMILIES IN MIXED-INCOME HOUSING COMMUNITIES IN DISTRESSED URBAN CORE NEIGHBORHOODS. THE ORGANIZATION SERVED A TOTAL POPULATION OF 31,643 HOUSEHOLDS IN 28 COMMUNITIES ACROSS 16 CITIES. TOTAL NUMBER OF RESIDENT EVENTS HELD: 448. DONATED SERVICES OF $634,069 BENEFITTED THIS PROGRAM, BUT ARE EXCLUDED FROM THE PROGRAM SERVICES BASED ON IRS GUIDELINES. 1875109 802416 LEADERSHIP DEVELOPMENT & SUSTAINABILITY: URBAN STRATEGIES PROVIDES SERVICES THAT BUILD THE CAPACITY OF COMMUNITY RESIDENTS TO ACT AS LEADERS TO THEIR COMMUNITIES, TO SEEK OUT PROGRAMS AND SERVICES THAT BENEFIT THEIR FAMILIES, TO ADVANCE THE ECONOMIC SELF-SUFFICIENCY OF THEIR FAMILIES, TO OVERCOME BARRIERS TO EMPLOYMENT, AND TO PROMOTE THE OVERALL STABILITY AND QUALITY OF MIXED-INCOME HOUSING COMMUNITIES. 315616 209619 PLANNING: URBAN STRATEGIES WORKS WITH RESIDENTS, DEVELOPERS, LOCAL SERVICE PROVIDERS, FUNDERS, AND OTHER STAKEHOLDERS TO PLAN MIXED-INCOME HOUSING REVITALIZATION PROJECTS WITH PHYSICAL, SOCIAL SERVICE, AND ECONOMIC DEVELOPMENT COMPONENTS. URBAN STRATEGIES DEVELOPS HUMAN CAPITAL PLANS THAT INTEGRATE SOCIAL SERVICE SUPPORT INTO THE PHYSICAL REDEVELOPMENTS OF COMMUNITIES AND MATCH LOCAL, STATE, FEDERAL, AND PRIVATE RESOURCES TO THOSE EFFORTS. 175567 523726 AFFORDABLE HOUSING - PROGRAM RELATED INVESTMENT - INTEREST INCOMEAFFORDABLE HOUSING - PROGRAM RELATED INVESTMENT - LOAN ABATEMENTSPOLICY DEVELOPMENT - URBAN STRATEGIES USES ITS PRACTITIONER KNOWLEDGE FROM THE GROUND WORK TO INFORM POLICY CHANGES IN THE AREAS OF HOUSING, EDUCATION, HEALTH AND ECONOMIC MOBILITY TO SUPPORT OUR FAMILIES AT THE FEDERAL, STATE AND LOCAL LEVELS.AFFORDABLE HOUSING DEVELOPMENT - URBAN SERVES AS LENDER TO 12 AFFORDABLE HOUSING SITES IN ST. LOUIS AND KANSAS CITY THROUGH THE MISSOURI HOUSING DEVELOPMENT COMMISSION'S AFFORDABLE HOUSING ASSISTANCE PROGRAM (AHAP), WHICH COLLECTIVELY HOUSE APPROXIMATELY 1,600 HOUSEHOLDS.DONATED SERVICES OF $0 BENEFITED THIS PROGRAM, BUT ARE EXCLUDED FROM THE PROGRAM SERVICES BASED UPON IRS GUIDELINES. 175567 523726 7622014 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 89 0 116 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X ESTHER SHIN 3144214200 720 OLIVE SUITE 2600 ST LOUIS MO 63101 RICHARD D BARON BOARD CHAIR 2.00 X 0 0 0 CARL LANG DIRECTOR 0.50 X 0 0 0 ED NEPPL DIRECTOR 0.50 X 0 0 0 MICHAEL SHERRADEN DIRECTOR 0.50 X 0 0 0 ZACHARY BOYERS DIRECTOR 1.00 X 0 0 0 MICHAEL BOWEN DIRECTOR 0.50 X 0 0 0 KARLA MCLUCAS DIRECTOR 0.50 X 0 0 0 ESTHER SHIN PRESIDENT 50.00 X 200000 0 18000 DONOVAN DUNCAN EXECUTIVE VICE PRESIDENT 50.00 X 145311 0 13000 345311 0 31000 2 0 1 0 THE KINGSLEY ASSOCIATION 6435 FRANKSTOWN AVE PITTSBURGH PA 15206 CONSULTING 262964 1 114788 1987706 586876 129759 2689370 INTEGRATED SERVICE DEL 624200 4426803 4426803 LEADERSHIP/SUSTAINABIL 624200 802416 802416 PROGRAM NOTES RECEIVAB 531390 319701 319701 PLANNING PROGRAM 624200 209619 209619 LOAN ORIGINATION FEE I 531390 56250 56250 5814789 469173 423894 45279 45279 45279 AMORTIZATION INCOME ON 531390 102496 102496 102496 8651934 5962564 0 0 X 376311 355904 15237 5170 3776075 3571303 152891 51881 398926 379500 14504 4922 323310 307035 12152 4123 313727 290903 17041 5783 3901 3596 228 77 24085 24085 1182812 1182812 57784 44032 10268 3484 89100 88003 819 278 196589 175030 16097 5462 423726 391570 24009 8147 47689 45889 1344 456 COMMUNITY SUPPORT 371615 371615 TEAM TRAINING, EDUCATIO 193072 187612 4077 1383 COMPUTER SUPPLIES AND E 137547 125022 9352 3173 TELEPHONE, FAX, AND INT 65249 63212 1521 516 49159 38976 7603 2580 8030677 7622014 311228 97435 1388783 4097002 45000 278974 1617969 2260505 75646 75646 0 0 6638311 4216842 9690063 10853323 575220 1001506 198422 481272 207564 87564 3633 984839 1570342 X 4866815 5305798 3838409 3977183 8705224 9282981 9690063 10853323 X 621257 -43500 X X 0 1 X 1 0 X 1444300 4491623 1124994 1486283 2689370 11236570 5635929 6351548 6365640 5299392 5642863 29295372 7080229 10843171 7490634 6785675 8332233 40531942 200000 3200000 235000 100000 3735000 0 200000 3200000 235000 100000 3735000 36796942 305990 204404 215975 270532 319701 1316602 305990 204404 215975 270532 319701 1316602 7386219 11047575 7706609 7056207 8651934 41848544 0.87930 0.87360 0.03150 0.03190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9202 9202 0 66444 66444 0 0 INTEREST RECEIVABLE 1603410 F DEVELOPMENT LOANS 2613432 F 4216842 X 9286003 634069 634069 8651934 0 8651934 8664746 634069 634069 8030677 0 8030677 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. THE RETURNS OF THE ORGANIZATION FOR 2019 (WHEN FILED), 2018, 2017, AND 2016 ARE SUBJECT TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. THE ORGANIZATION FOLLOWS "FASB ASC 740-10, INCOME TAXES OVERALL". THE ORGANIZATION HAS ASSESSED ITS FEDERAL AND STATE TAX POSITIONS AND DETERMINED THAT IT IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS TAX-EXEMPT PURPOSES. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE INTERNAL REVENUE SERVICE (IRS) TO REPORT ITS UNRELATED BUSINESS TAXABLE INCOME, WHEN APPLICABLE. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2019. FOR THE YEAR ENDED DECEMBER 31, 2018, UNRELATED BUSINESS INCOME TOTALED $3,633 RELATING TO EMPLOYEE TRANSPORTATION BENEFIT PROVIDED, WHICH WAS REFUNDED DURING 2019 DUE TO A CHANGE IN THE APPLICABLE TAX LAW. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. 0 0 0 0 0 0 0 0 0 ESTHER SHIN PRESIDENT 200000 0 0 0 0 0 18000 0 0 0 218000 0 0 0 DONOVAN DUNCAN EXECUTIVE VICE PRESIDENT 145311 0 0 0 0 0 13000 0 0 0 158311 0 0 0 X 1120 FMV X 16 64319 COST X SUPPLIES 11 38725 FMV X MISCELLANEOUS 9 19345 FMV X TICKETS/GIFT CARDS 12 6250 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE URBAN STRATEGIES BOARD OF DIRECTORS HAS DESIGNATED THE FINANCE COMMITTEE OF THE BOARD TO REVIEW AND APPROVE THE 990 TAX FORM. THE 990 TAX FORM AS APPROVED BY THE FINANCE COMMITTEE AND FILED IS DISTRIBUTED TO THE BOARD AT THE NEXT BOARD OF DIRECTORS MEETING. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST BOARD MEETING OF EACH YEAR, THE DIRECTORS ARE ASKED TO REVIEW AND COMPLETE DISCLOSURE FORMS AND THERE IS AN OPPORTUNITY FOR DISCUSSION OF ANY FINANCIAL INTERESTS THAT ARE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS ANNUALLY REVIEWED BY THE BOARD OF DIRECTORS AS PART OF THE BUDGETING PROCESS FOR EACH YEAR. THE CHAIRMAN OF THE BOARD MAKES A RECOMMENDATION FOR A PAY RAISE AND/OR BONUS ON THE BASIS OF THE PREVIOUS YEAR'S PERFORMANCE AND THROUGH COMPARISON OF CURRENT SALARIES OF OTHER 501C3 ORGANIZATIONS OF SIMILAR SIZE WITH GROWTH POTENTIAL. BASED ON THE BOARD'S DETERMINATION OF THE PRESIDENT'S SALARY, REMAINING SALARIES WITHIN THE ORGANIZATION ARE DETERMINED BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS, SUBCONTRACTORS AND PARTNERS: PROGRAM SERVICE EXPENSES 1,182,812. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,182,812. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT TO REMOVE RECIEVABLE BALANCE -43,500. PART XII LINE 2C THE BOARD AUDIT COMMITTEE HANDLES THE OVERSIGHT OF AUDIT AND THE AUDITOR SELECTION PROCESS. NO CHANGE IN PROCESS FROM THE PRIOR YEAR.