NATIONAL AFFORDABLE HOUSING TRUST INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL AFFORDABLE HOUSING TRUST INC (EIN 52-1450306)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-09
- IRS object ID
- 201843139349302209
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-09T12:20:28-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943108253 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVOGRADAC & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3025 NORTH WOOSTER AVENUE | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44622 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521450306 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL AFFORDABLE HOUSING TRUST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 6149172850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2245 NORTH BANK DRIVE NO 200 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUG BATES | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6144519929 | PhoneNum |
| Signature | 2018-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID L CONWAY | PreparerPersonNm |
| PTIN | P00839993 | PTIN |
| Phone | 3303655400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.142.255.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-09 | IPDt |
| IP Tm | 12:30:52 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3A8C860A04C7D957B61D0BD5D39CB83FC933D67E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F3BC115C7D7FAA0EA569964A37AD427B817B4080 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DOUG BATES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2245 NORTH BANK DRIVE SUITE 200 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,577,948 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NAHT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE PROGRAM AND SUPERVISORY MANAGEMENT TO LOW-INCOME HOUSING PROPERTIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,250,392 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,377,100 | CYProgramServiceRevenueAmt |
| PY Investment Income | $30,394 | PYInvestmentIncomeAmt |
| CY Investment Income | $43,075 | CYInvestmentIncomeAmt |
| PY Other Revenue | $153,517 | PYOtherRevenueAmt |
| CY Other Revenue | $157,773 | CYOtherRevenueAmt |
| PY Total Revenue | $6,434,303 | PYTotalRevenueAmt |
| CY Total Revenue | $5,577,948 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,817,969 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,132,716 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,245,911 | PYOtherExpensesAmt |
| CY Other Expenses | $2,032,749 | CYOtherExpensesAmt |
| PY Total Expenses | $6,063,880 | PYTotalExpensesAmt |
| CY Total Expenses | $7,165,465 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $370,423 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,587,517 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,581,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,085,919 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,918,659 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,010,192 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,663,244 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,075,727 | NetAssetsOrFundBalancesEOYAmt |
| Mission | DEDICATED TO THE CREATION AND PRESERVATION OF QUALITY AFFORDABLE HOUSING THROUGHOUT THE UNITED STATES FOR THE ELDERLY, FAMILIES AND PERSONS WITH DISABILITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,309,307 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,422,100 | RevenueAmt |
| Desc | TO BE A RELIABLE SOURCE OF CAPITAL AND DEVELOPMENT EXPERTISE FOR AFFORDABLE HOUSING AND PROGRAM AND SUPERVISORY MANAGEMENT OF LOW-INCOME HOUSING PROPERTIES. | Desc |
| Total Program Service Expenses | $5,309,307 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | 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 | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 34 | 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 |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUG BATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6149172850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2245 NORTH BANK DRIVE SUITE 200 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43220 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| SHANNON CLARK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK SHERIDAN | ||||||||
| SECRETARY, TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA BELDEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BEVERLY BATES | ||||||||
| CHAIRPERSON OF THE BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL DEVLIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NEAL T DROBENARE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN FITZGERALD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN MYREN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREA PONSOR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE SPEARS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SAMANTHA BROWN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM C KELLY JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT KLINE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIMBERLY LATIMER-NELLIGAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD J PHELAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE CLYDE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAVERNE R JOSEPH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN SILVERBERG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT RULE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LORI LITTLE | ||||||||
| CEO-TRUSTEE AND PRESIDENT | 40.00 | $210,119 | $0 | $26,047 | Yes (X) | |||
| DOUGLAS P BATES | ||||||||
| CFO-TRUSTEE & TREASURER | 40.00 | $169,810 | $0 | $31,458 | Yes (X) | |||
| DAVID S MICHAELS | ||||||||
| TRUSTEE & SECRETARY | 40.00 | $186,253 | $0 | $23,895 | Yes (X) | |||
| MARCUS B VIVONA | ||||||||
| VP, DIRECTOR OF ACQUISITIONS | 40.00 | $191,415 | $0 | $33,075 | Yes (X) | |||
| DAVID LENNON | ||||||||
| VP, DIRECTOR OF DEVELOPMENT ADVISORY SERVICES | 40.00 | $182,871 | $0 | $33,424 | Yes (X) | |||
| SAM MERKLE | ||||||||
| VICE PRESIDENT & ASSISTANT TREASURER | 40.00 | $169,429 | $0 | $18,857 | Yes (X) | |||
| PAUL M CUMMINGS | ||||||||
| SENIOR ACQUISITIONS OFFICER | 40.00 | $188,014 | $0 | $31,937 | Yes (X) | |||
| CHRISTINE NOCAR | ||||||||
| SENIOR CONSTRUCTION UNDERWRITER | 40.00 | $154,772 | $0 | $24,990 | Yes (X) | |||
| MERYDITH GREENE | ||||||||
| SENIOR ACQUISITIONS OFFICER | 40.00 | $144,841 | $0 | $15,837 | Yes (X) | |||
| JAMES A BOWMAN | ||||||||
| FORMER PRESIDENT & CEO | 40.00 | $324,018 | $0 | $46,783 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,921,542 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $286,303 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HOLLAND & KNIGHT LLP | |||||
| 11050 LAKE UNDERHILL ROAD SUITE 86 | ORLANDO | FL | 32886 | LEGAL | $437,285 |
| NOVOGRADAC & COMPANY LLP | |||||
| 3025 NORTH WOOSTER AVENUE | DOVER | OH | 44622 | AUDIT/TAX | $330,986 |
| KUTAK ROCK LLP | |||||
| PO BOX 30057 | OMAHA | NE | 681031157 | LEGAL | $127,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ACQUISITION FEES | 531390 | $3,294,635 | $3,294,635 |
| MANAGEMENT FEES | 541610 | $2,043,169 | $2,043,169 |
| LOAN INTEREST INCOME | 531390 | $39,296 | $39,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,377,100 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,075 | TotalRevenueColumnAmt |
| Exclusion | $43,075 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CANCELLATION OF DEBT I | $112,773 | $112,773 | |
| BOOKKEEPING INCOME | $45,000 | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $157,773 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,577,948 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,422,100 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $155,848 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,921,542 | TotalAmt |
| Program Services | $1,551,496 | ProgramServicesAmt |
| Management And General | $370,046 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,321,070 | TotalAmt |
| Program Services | $1,874,083 | ProgramServicesAmt |
| Management And General | $446,987 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,930 | TotalAmt |
| Program Services | $233,172 | ProgramServicesAmt |
| Management And General | $61,758 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,174 | TotalAmt |
| Program Services | $283,666 | ProgramServicesAmt |
| Management And General | $51,508 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,000 | TotalAmt |
| Program Services | $216,316 | ProgramServicesAmt |
| Management And General | $43,684 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,709 | TotalAmt |
| Management And General | $59,709 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,418 | TotalAmt |
| Management And General | $38,418 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,022 | TotalAmt |
| Program Services | $99,429 | ProgramServicesAmt |
| Management And General | $74,593 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,250 | TotalAmt |
| Program Services | $99,891 | ProgramServicesAmt |
| Management And General | $3,359 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,400 | TotalAmt |
| Program Services | $54,400 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,020 | TotalAmt |
| Program Services | $109,532 | ProgramServicesAmt |
| Management And General | $54,488 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,378 | TotalAmt |
| Program Services | $71,378 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,908 | TotalAmt |
| Program Services | $95,908 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,254 | TotalAmt |
| Program Services | $14,220 | ProgramServicesAmt |
| Management And General | $85,034 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEMBER CONTRIBUTIONS | $900,000 | $500,000 | $400,000 |
| CONSULTANT SERVICES | $137,092 | $23,805 | $113,287 |
| OUT-SOURCED STAFFING | $84,808 | $37,621 | $47,187 |
| BAD DEBT EXPENSE | $38,310 | $37,460 | $850 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,180 | TotalAmt |
| Program Services | $6,930 | ProgramServicesAmt |
| Management And General | $5,250 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,165,465 | TotalAmt |
| Program Services | $5,309,307 | ProgramServicesAmt |
| Management And General | $1,856,158 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,874,778 | BOYAmt |
| EOY | $3,286,776 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,821,995 | BOYAmt |
| EOY | $2,641,384 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,854 | BOYAmt |
| EOY | $1,629,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $960,392 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $778,594 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,757 | BOYAmt |
| EOY | $181,798 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,236,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,324,782 | BOYAmt |
| EOY | $5,095,020 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,737 | BOYAmt |
| EOY | $15,428 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,581,903 | BOYAmt |
| EOY | $15,085,919 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,141,040 | BOYAmt |
| EOY | $4,287,994 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,777,619 | BOYAmt |
| EOY | $2,722,198 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,918,659 | BOYAmt |
| EOY | $7,010,192 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,663,244 | BOYAmt |
| EOY | $8,075,727 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,663,244 | BOYAmt |
| EOY | $8,075,727 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,581,903 | BOYAmt |
| EOY | $15,085,919 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,587,517 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,128,057 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,576,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,039,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,938,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,295,412 | CurrentTaxYearAmt |
| Total | $39,977,570 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,128,057 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,576,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,039,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,938,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,295,412 | CurrentTaxYearAmt |
| Total | $39,977,570 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,210,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,141,959 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,376,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,749,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,920,147 | CurrentTaxYearAmt |
| Total | $20,398,271 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,210,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,141,959 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,376,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,749,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,920,147 | CurrentTaxYearAmt |
| Total | $20,398,271 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $19,579,299 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,823 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,622 | CurrentTaxYearAmt |
| Total | $190,645 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,823 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,622 | CurrentTaxYearAmt |
| Total | $190,645 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,181,880 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,601,449 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,078,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,968,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,338,034 | CurrentTaxYearAmt |
| Total | $40,168,215 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.48740 | PublicSupportCY509Pct |
| Public Support PY509 | 0.47940 | PublicSupportPY509Pct |
| Investment Income CY | 0.00470 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00470 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $960,392 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $778,594 | DepreciationAmt |
| Book Value | $181,798 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $181,798 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CERTIFICATE OF DEPOSITS | Desc |
| Book Value | $2,236,000 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,236,000 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INTERCOMPANY RECEIVABLE | $2,232,659 | C |
| NOTES RECEIVABLE - NON CURRENT | $1,701,629 | C |
| INVESTMENTS | $62,468 | C |
| INVENTORY IN PARTNERSHIPS | $1,098,264 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $5,095,020 | TotalBookValueProgramRltdAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D PART XIII | FormAndLineReferenceDesc |
| Explanation | PART X - OTHER LIABILITIES MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LORI LITTLE | ||||||||||||||
| CEO-TRUSTEE AND PRESIDENT | $210,119 | $0 | $0 | $0 | $0 | $0 | $18,397 | $0 | $7,650 | $0 | $236,166 | $0 | $0 | $0 |
| DOUGLAS P BATES | ||||||||||||||
| CFO-TRUSTEE & TREASURER | $169,810 | $0 | $0 | $0 | $0 | $0 | $13,980 | $0 | $17,478 | $0 | $201,268 | $0 | $0 | $0 |
| DAVID S MICHAELS | ||||||||||||||
| TRUSTEE & SECRETARY | $186,253 | $0 | $0 | $0 | $0 | $0 | $17,576 | $0 | $6,319 | $0 | $210,148 | $0 | $0 | $0 |
| MARCUS B VIVONA | ||||||||||||||
| VP, DIRECTOR OF ACQUISITIONS | $191,415 | $0 | $0 | $0 | $0 | $0 | $15,589 | $0 | $17,486 | $0 | $224,490 | $0 | $0 | $0 |
| DAVID LENNON | ||||||||||||||
| VP, DIRECTOR OF DEVELOPMENT ADVISORY | $182,871 | $0 | $0 | $0 | $0 | $0 | $15,948 | $0 | $17,476 | $0 | $216,295 | $0 | $0 | $0 |
| SAM MERKLE | ||||||||||||||
| VICE PRESIDENT & ASSISTANT TREASURER | $169,429 | $0 | $0 | $0 | $0 | $0 | $1,342 | $0 | $17,515 | $0 | $188,286 | $0 | $0 | $0 |
| PAUL M CUMMINGS | ||||||||||||||
| SENIOR ACQUISITIONS OFFICER | $188,014 | $0 | $0 | $0 | $0 | $0 | $14,442 | $0 | $17,495 | $0 | $219,951 | $0 | $0 | $0 |
| CHRISTINE NOCAR | ||||||||||||||
| SENIOR CONSTRUCTION UNDERWRITER | $154,772 | $0 | $0 | $0 | $0 | $0 | $13,382 | $0 | $11,608 | $0 | $179,762 | $0 | $0 | $0 |
| MERYDITH GREENE | ||||||||||||||
| SENIOR ACQUISITIONS OFFICER | $144,841 | $0 | $0 | $0 | $0 | $0 | $12,883 | $0 | $2,954 | $0 | $160,678 | $0 | $0 | $0 |
| JAMES A BOWMAN | ||||||||||||||
| FORMER PRESIDENT & CEO | $324,018 | $0 | $0 | $0 | $0 | $0 | $29,291 | $0 | $17,492 | $0 | $370,801 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 $250. 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | STEWARDS OF AFFORDABLE HOUSING FOR THE FUTURE ("SAHF") IS THE SOLE MEMBER OF NAHT. 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. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE NATIONAL AFFORDABLE HOUSING TRUST'S ("NAHT") GOVERNING BOARD IS COMPRISED OF A TOTAL OF 15 TO 18 DIRECTORS. AS THE SOLE MEMBER OF NAHT, STEWARDS OF AFFORDABLE HOUSING FOR THE FUTURE ("SAHF"), A 501(C)3 ORGANIZATION, ELECTS THE DIRECTORS FROM PROVIDED NOMINEES. UP TO 13 OF THESE DIRECTORS ARE NOMINATED BY THE MEMBER ORGANIZATIONS OF SAHF. TWO DIRECTORS ARE OFFICERS OF SAHF AND UP TO THREE ADDITIONAL DIRECTORS ARE "INDEPENDENT" DIRECTORS THAT ARE NOT ASSOCIATED WITH ANY OF THE SAHF MEMBERS. THESE "INDEPENDENT" DIRECTORS COME FROM THE PROFESSIONAL COMMUNITY KNOWLEDGEABLE IN AFFORDABLE HOUSING. |
| 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 MANAGER. 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 2014, 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. |
| 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| NHT XX LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 202584556 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | N/A | |
| NHT XXII LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 202738179 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | N/A | |
| NHT XXIV LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 205653134 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | N/A | |
| NHT XXV LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 260813807 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | N/A | |
| NHT MASTER INVESTOR LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 264040509 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | N/A | |
| NHT EQUITY LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 264040550 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | NHT MASTER INVESTOR LLC | |
| NHT 27 INVESTOR LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 264105592 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | NHT MASTER INVESTOR LLC | |
| NHT 28 INVESTOR LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 264105637 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | NHT MASTER INVESTOR LLC | |
| NHT NM1 LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 275248980 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | NHT MASTER INVESTOR LLC | |
| NHT HOUSING PRESERVATION FUND MEMBER LLC | ||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 822855640 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | NHT I INC | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HIGHLAND AFFORDABLE HOUSING INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311302527 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | MI | 501(C)(3) | 9 | N/A | Yes (1) |
| XAVIER AFFORDABLE HOUSING INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311363681 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | 501(C)(3) | 9 | N/A | Yes (1) |
| NHT III INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311434982 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT I INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311437005 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | 501(C)(3) | 9 | N/A | Yes (1) |
| NHT VIII INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311778361 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT IX INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 141842771 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT X INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 141842773 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT XI INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 141842772 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT XII INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 141892635 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 34 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 821338581 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT XIV INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 522383867 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT XV INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 522383865 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT XVI INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 141892643 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT XVII INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 550864228 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT XXI INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 510514559 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 26 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 261403616 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 27 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 261528198 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NAHT MASSACHUSETTS INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 342029598 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 28 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 263659740 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT IV INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311526519 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT V INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311651624 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT VI INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311683809 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT VII INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311683275 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 29 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 270172853 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | DE | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT AGENT INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 455408750 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| STEWARDS OF AFFORDABLE HOUSING FOR THE FUTURE | ||||||||||
| 750 9TH STREET NW SUITE 650 | WASHINGTON | DC | 200014793 | 061697213 | PROMOTE THE DEVELOPMENT AND PRESERVATION OF QUALITY AFFORDABLE HOUSING | DC | 501(C)(3) | LINE 7 | N/A | 0 |
| NHT 31 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 463814788 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 30 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 463718408 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 32 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 465243441 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT-SFF 2015 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 473197811 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
| NHT 33 INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 811114112 | DEVELOPMENT, PRESERVATION, ACQUISITION AND MANAGEMENT OF LOW-INCOME HOUSING | OH | 501(C)(3) | LINE 12B, II | N/A | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (33 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NHT AVONDALE LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 452486497 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | OH | NHT FIRST INC | RELATED | Yes (1) | 0 | 0.00010 |
| NHT IV TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311526521 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | NHT IV INC | RELATED | 0 | Yes (1) | 0.00100 |
| NHT V TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311651626 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | NHT V INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT VI TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311683260 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | NHT VI INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT VII TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311683257 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | NHT VII INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT VIII TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 830340660 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DC | NHT VIII INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT IX NATIONWIDE TAX CREDIT FUND LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 141842770 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | NHT IX INC | RELATED | 0 | Yes (1) | 0.00010 |
| FIFTH THIRD NHT X TAX CREDIT FUND LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 141842769 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | NHT X INC | RELATED | 0 | Yes (1) | 0.00010 |
| HUNTINGTON NHT XI TAX CREDIT FUND LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 141842776 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DC | NHT XI INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT XII NATIONWIDE TAX CREDIT FUND LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 141892640 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DC | NHT XII INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT XIV WELLS FARGO TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 030490015 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | NHT XIV INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT XV WASHINGTON MUTUAL TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 412120333 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | NHT XV INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT XVI TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 141892643 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DC | NHT XVI INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT XVII TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 900146606 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DC | NHT XVII INC | RELATED | 0 | Yes (1) | 0.01000 |
| NHT XX TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 550875016 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT XX LLC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT XXI TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 510514676 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT XXI INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT XXII TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 202769283 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT XXII LLC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT XXIV TAX CREDIT FUND LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 205653203 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT XXIV LLC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT XXV TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 260813848 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT XXV LLC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT 26 TAX CREDIT FUND LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 261404598 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 26 INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT 27 TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 261528250 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 27 INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT 28 TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 263659795 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 28 INC | RELATED | 0 | Yes (1) | 0.00020 |
| NHT 29 TAX CREDIT FUND LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 270172930 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 29 INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT 30 TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 383916095 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 30 INC | RELATED | 0 | Yes (1) | 0.00010 |
| NHT RBS CITIZENS 31 TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 611722369 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 31 INC | RELATED | 0 | Yes (1) | 0.00010 |
| CORNERSTONENAHT EPF 2010-1 LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 271227637 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | MA | CORNERSTONENAHT MANAGEMENT LLC | RELATED | Yes (1) | 0 | |
| CORNERSTONENAHT EPF 2011-1 LLC | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 452726505 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | MA | CORNERSTONENAHT 2011 MANAGEMENT LLC | RELATED | Yes (1) | 0 | |
| CORNERSTONENAHT ENHANCED PRESERVATION FUND 2013-1 LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 371720045 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | MA | CORNERSTONENAHT 2013 MGMT LLC | RELATED | Yes (1) | Yes (1) | 0.00010 |
| NHT 32 TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 352503781 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 32 INC | RELATED | 0 | Yes (1) | 0.00010 |
| CORNERSTONENAHT ENHANCED PRESERVATION FUND 2014-1 LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 371767959 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | MA | CORNERSTONENAHT 2014 MANAGEMENT LLC | RELATED | Yes (1) | 0 | 0.00010 |
| NAHT STRONG FAMILIES FUND 2015 LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 371778248 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | DE | NHT-SFF 2015 INC | RELATED | Yes (1) | 0 | 0.00010 |
| NHT 33 TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 611778542 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 33 INC | RELATED | Yes (1) | 0 | 0.00010 |
| NHT 34 TAX CREDIT FUND LP | |||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 821366710 | PROVIDE CAPITAL FOR/ACQUIRE AFFORDABLE HOUSING | OH | NHT 34 INC | RELATED | Yes (1) | 0 | 0.00010 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| NHT FIRST INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 510515099 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | N/A | C | 1.00000 | 0 |
| WAGGONER WOODS INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 311808113 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | OH | N/A | C | 0.20000 | 0 |
| NAHT ALABAMA INC | ||||||||||
| 2245 NORTH BANK DRIVE SUITE 200 | COLUMBUS | OH | 43220 | 510516181 | ACQUIRE, INVEST, OWN, REHAB OR CONSTRUCT AFFORDABLE HOUSING | DE | N/A | C | 1.00000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NHT V TAX CREDIT FUND LP | ||
| L | $77,021 | MARKET VALUE |
| FIFTH THIRD NHT X TAX CREDIT FUND LLC | ||
| L | $74,931 | MARKET VALUE |
| HUNTINGTON NHT XI TAX CREDIT FUND LLC | ||
| L | $79,920 | MARKET VALUE |
| NHT XVI TAX CREDIT FUND LP | ||
| L | $73,785 | MARKET VALUE |
| NHT XX TAX CREDIT FUND LP | ||
| L | $53,207 | MARKET VALUE |
| CORNERSTONENAHT EPF 2010-1 LLC | ||
| L | $245,975 | MARKET VALUE |
| CORNERSTONENAHT EPF 2011-1 LLC | ||
| L | $197,019 | MARKET VALUE |
| CORNERSTONENAHT EPF 2013-1 LLC | ||
| L | $202,592 | MARKET VALUE |
| NHT XXI TAX CREDIT FUND LP | ||
| L | $65,875 | MARKET VALUE |
| NHT 27 TAX CREDIT FUND LP | ||
| L | $55,091 | MARKET VALUE |
| CORNERSTONENAHT EPF 2014-1 LLC | ||
| L | $238,703 | MARKET VALUE |
| STEWARDS OF AFFORDABLE HOUSING FOR THE FUTURE | ||
| B | $400,000 | MARKET VALUE |