2019-11-11T13:58:11-06:00 2018-12-31 630590670 Kassouf & Co PC 2101 Highland Ave S Suite 300 Birmingham AL 352054009 990 2018-01-01 630985617 Navigate Affordable Housing Partners Inc NAVI 8884665572 1827 1st Avenue North No 100 Birmingham AL 35203 Julie Reynolds COO 8884665572 2019-10-18 1 William P Bach P01315784 2054432500 24.227.109.2 2019-10-18 11:51:56 CD P 8ABFE07265733443A9C92DFE0FFE4C06C9C70314 7A76D4FD7F02BF53398B1E3788AA7C27F613AF52 2018 2020-03-31 21:24:44Z Julie Reynolds 1827 1st Avenue North Ste 100 Birmingham AL 35203 590462495 0 X www.navigatehousing.com X 1980 AL To develop and enhance safe, decent, sanitary, and affordable housing by providing courteous, professional and accurate services. 5 5 47 5 0 0 555195248 571278403 18075095 17924185 39304 89245 129169 1170662 573438816 590462495 555549774 571670107 0 0 4966307 5473044 0 0 0 4363182 4496006 564879263 581639157 8559553 8823338 26017339 34247996 1276449 683768 24740890 33564228 To develop and enhance safe, decent, sanitary, and affordable housing by providing courteous, professional and accurate services. 0 0 578106268 571670107 17924185 Low income, multifamily units either occupied or under construction and various other ancillary facilities such as laundromat, recreation building, etc. Also provide management services for HUD in four states. 578106268 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 47 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 0 1 1 1 0 X X Julie L Reynolds 8884665572 1827 1st Avenue North Ste 100 Birmingham AL 35203 Spencer Ragland Chairman 1.00 X 0 0 0 Cameron Gaede Vice-Chairman 1.00 X 0 0 0 Perry Shuttlesworth Director 1.00 X 0 0 0 Hugo Isom Director 1.00 X 0 0 0 Lenus Perkins Director 1.00 X 0 0 0 Eric Q Strong Special Consultant 40.00 X 421537 0 71047 Julie L Reynolds COO 40.00 X 250375 0 63064 Lisa M McCarroll CEO 40.00 X 231700 0 52987 Dale Marcus HR Director 40.00 X 133343 0 0 LaShunda Cameron Deputy COO 40.00 X 113344 0 0 Thomas P Gerundo Contract Administration Coordinator 40.00 X 127216 0 0 Robert McLaughlin Dep. Dir. of Contract Administration 40.00 X 117334 0 0 Tim Shearer Contract Administration Coordinator 40.00 X 121085 0 0 Nathaniel Greathree Contract Administration Coordinator 40.00 X 113317 0 0 1629251 0 187098 9 0 1 0 Adams and Reese LLP Dept 5208 PO Box 2153 Birmingham AL 35287 Legal 1428251 Global Strategy 215 Park Avenue S 15th Floor New York NY 10003 Consultant 385510 Holland & Knight LLP 800 17th St NW Ste 1100 Washington DC 20006 Consultant 323242 Clear Winds PO Box 1121 Pell City AL 35125 IT Support 270205 Cogent Strategies 2550 M Street NW Washington DC 20037 Consultant 200000 8 571278403 571278403 HUD Management Fees 531310 17486666 17486666 Tenant Rental Revenue 531310 437519 437519 17924185 89245 89245 Other Income 900099 1170662 1170662 1170662 590462495 17924185 0 1259907 391704 391704 571278403 571278403 903612 677709 225903 3190820 2393115 797705 450387 337790 112597 928225 696169 232056 19981 14986 4995 1586689 317338 1269351 49315 49315 200000 200000 76153 76153 130158 97618 32540 1728091 1296068 432023 221461 166096 55365 207982 155986 51996 162888 122166 40722 Other Expenses 113288 84967 28321 581639157 578106268 3532889 0 21679774 23570470 2920694 4439147 269724 53632 329457 120016 6991953 960705 817690 6031248 0 33483 26017339 34247996 1026449 626339 250000 57429 1276449 683768 X 22478848 31747248 2262042 1816980 24740890 33564228 26017339 34247996 8823338 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 200000 0 0 200000 0 Part II-B, Line 1: Direct contact with legislators, their staffs, government officials or a legislative body. 1022300 1022300 5969653 960705 5008948 6031248 Security Deposits 29938 Unearned Revenue 3296 Other Current Liabilities 24195 57429 X 590462495 0 590462495 0 590462495 581639157 0 581639157 0 581639157 Part X, Line 2: The corporation is a non-profit corporation organized under the laws of the State of Alabama and is exempt from income tax under section 501(c)(3) of the U.S. Internal Revenue Code and from state income tax under the provisions of the state internal revenue code. Accordingly, the accompanying financial statements do not include any provisions for income taxes. 0 NAHMA Educational Foundation 400 N Columbus St Ste 203 Alexandria VA 22314 541786436 501(c)(3) 250000 To promote the development and enhancement of safe, decent, sanitary, and affordable housing City of Birmingham Youth Services 1608 7th Avenue N Birmingham AL 35203 99333 To support Youth Jobs Program City of Bessemer 1800 Third Avenue N Bessemer AL 35020 42371 To support Summer Youth Program Housing Assistance Payments 70000 571278403 X X X X 0 1 0 1 0 0 0 0 0 Eric Q Strong Special Consultant 421537 0 0 0 0 0 38089 0 32958 0 492584 0 0 0 Julie L Reynolds COO 215375 0 35000 0 0 0 30693 0 32371 0 313439 0 0 0 Lisa M McCarroll CEO 181700 0 50000 0 0 0 27041 0 25946 0 284687 0 0 0 Part I, Line 4b Eric Q. Strong $ 18,500 Julie L. Reynolds $ 18,500 Lisa A. McCarroll $ 18,500 Part I, Line 5 Performance pay tied to percentage of available administrative fees earned for contract administration. Form 990, Part VI, Section A, line 1 The Board, by resolution adopted by a majority of the members present at a meeting at which a quorum is present, may designate members to constitute an executive committee and other committees, each of which, to the extent authorized by law, the articles of incorporation (as amended), or these bylaws (as amended) and provided in such resolution, shall have and may exercise all of the authority of the board. The designation of any committee and the delegation thereto of authority shall not operate to relieve the board, or any member thereof, of any responsibility or liability imposed upon it or him law, the articles of incorporation (as amended), or these bylaws (as amended). The board of directors shall have the power at any time to discharge, change the membership or authority of, or fill vacancies in, any such committee. Written minutes of all proceedings of any such committee shall be kept and made available upon request to each director. Form 990, Part VI, Section A, line 4 The governing documents have been amended. These amendments became effective in 2017. The 2017 amendments to the Articles of Incorporation clarified that the organization may engage in the following activities: (1) assist in the development, construction, or operation of low-income housing; (2) promote and advance housing projects and related facilities for low and very low-income families through various means; (3) acquire property in Jefferson County, Alabama, to aid in development, construction, or operation of housing facilities throughout the United States, including Alabama; (4) borrow money to acquire, construct, and equip low-income housing facilities throughout the United States; (5) provide decent, safe, and sanitary housing throughout the United States, including Jefferson County, Alabama; (6) promote and advance housing projects and related facilities throughout the United States, including Alabama; (7) serve as the instrumentality and agent of the Jefferson County Housing Authority in the performance of certain administrative services for the United States Department of Housing and Urban Development throughout the United States; (8) provide other administrative services to the United States Housing and Urban Development with respect to or, related to, housing for low and moderate income persons; and (9) engage in other lawful acts permitted under Alabama law, with respect to Nonprofit Corporations and any other acts not otherwise prohibited by 26 U.S.C. 501(c)(3). The 2017 amendments also made the following changes to the nature of the organization's board of directors: (1) to change the removal process for members of the Board of Directors whereby directors may be removed if there are vacancies on the Board of Directors; (2) to provide that the members of the Board of Directors would have staggered terms expiring on a certain date, and thereafter, would serve staggered 5-year terms; (3) clarified that the Jefferson County Housing Authority must approve of the new Board members in writing; and (4) clarified provisions for the appointment of members to the Board of Directors. The 2017 amendment added an additional provision to the governing documents that the Jefferson County Housing Authority could not unnecessarily delay, withhold, or deny any approval or authorization for actions otherwise permitted in the governing documents. Form 990, Part VI, Section B, line 11b Board of Directors reviews the Form 990 for completeness and accuracy prior to filing the return. Form 990, Part VI, Section B, line 12c Board members and employees must certify annually that they do not have any conflicts. Form 990, Part VI, Section B, line 15 Board meets annually to review and approve officer and employee compensation. The organization uses an independent compensation consultant, Form 990 of other organizations, and compensation surveys to determine the compensation of its officers and key employees. Form 990, Part VI, Section C, line 19 All information is available for public inspection at the organization's office. Form 990, Part XII, Line 2c: There has been no change in the oversight or selection process. 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