NATIONAL FOUNDATION FOR AFFORDABLE HOUSING SOLUTIONS INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL FOUNDATION FOR AFFORDABLE HOUSING SOLUTIONS INC (EIN 52-1665967)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-16
- IRS object ID
- 201833209349301048
- 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 | 2018-11-16T10:07:28-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 400E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | 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 | 521665967 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL FOUNDATION FOR | BusinessNameLine1Txt |
| Business Name Line2 | AFFORDABLE HOUSING SOLUTIONS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 3019980400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11810 GRAND PARK AVENUE SUITE 600 | AddressLine1Txt |
| City | NORTH BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD TRAVIS | PersonNm |
| Person Title | MANAGING MEMBER | PersonTitleTxt |
| Phone | 3019980400 | PhoneNum |
| Signature | 2018-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ED RYAN CPA | PreparerPersonNm |
| PTIN | P00223815 | PTIN |
| Phone | 3016529100 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.3.217.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-16 | IPDt |
| IP Tm | 10:05:52 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 76134E1902F3C05D55DCFE9E481A50E4805045EA | 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 | MARTIN SCHWARTZBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11200 ROCKVILLE PIKESTE 225 | AddressLine1Txt |
| City | NORTH BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,574,344 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://NFAHS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION IS DEDICATED TO PRESERVING THE NATIONS EXISTING ASSISTED RENTAL HOUSING STOCK AND IS COMMITTED TO PROVIDING UNDERSERVED POPULATION WITH SOLUTIONS AND ACCESS TO HOUSING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,983,916 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,396,110 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,764,050 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,014,062 | CYProgramServiceRevenueAmt |
| PY Investment Income | $29,460 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,164,172 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $30,777,426 | PYTotalRevenueAmt |
| CY Total Revenue | $24,574,344 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $272,505 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $469,700 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,647,969 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,188,542 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,069,871 | PYOtherExpensesAmt |
| CY Other Expenses | $2,602,654 | CYOtherExpensesAmt |
| PY Total Expenses | $6,990,345 | PYTotalExpensesAmt |
| CY Total Expenses | $6,260,896 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $23,787,081 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,313,448 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $174,078,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $211,310,459 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,786,563 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,283,070 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $149,291,641 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $172,027,389 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION IS DEDICATED TO PRESERVING THE NATION'S EXISTING ASSISTED RENTAL HOUSING STOCK AND IS COMMITTED TO PROVIDING THE UNDERSERVED POPULATION WITH SOLUTIONS AND BETTER ACCESS TO DECENT, SAFE AND WELL-MANAGED AFFORDABLE HOUSING AND COMMUNITY PROGRAMS AND SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,774,940 | ExpenseAmt |
| Revenue | $11,740,575 | RevenueAmt |
| Desc | THE EO RESEARCHES VARIOUS APPROACHES TO PRESERVE OUR NATIONSSUPPLY OF ADEQUATE AFFORDABLE HOUSING. IT SPEAKS AND DEALS WITHINDUSTRY LEADERS, CREATES FINANCIAL MODELS AND PREPARES VARIOUSPOSITION REMARKS. IT ALSO FACILITIATE NON-PROFIT OWNERSHIP OFAFFORDABLE HOUSING. IN ADDITION, IT CREATES 509(A)(3)ORGANIZATIONS THAT ACQUIRE AFFORDABLE LOW INCOME HOUSING. | Desc |
| Total Program Service Expenses | $5,774,940 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 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 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 22 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TODD TRAVIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019980401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11810 GRAND PARK AVE SUITE 600 | AddressLine1Txt |
| City | NORTH BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 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 | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GREGORY O'DELL | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RE MSGR WILLIAM J LINDER | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BERNARD BEAL | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MAR WELLER | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON GOLDBLATT | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JON SHIFFMAN | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BENJAMIN M SOTO | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD TRAVIS | ||||||||
| PRESIDENT AND CEO | 40.00 | $296,250 | $0 | $0 | Yes (X) | Yes (X) | ||
| RANDALL KELLY | ||||||||
| VP AND GENERAL COUNSEL | 40.00 | $205,625 | $0 | $0 | Yes (X) | Yes (X) | ||
| JANET CHARLTON | ||||||||
| VICE PRESIDENT | 40.00 | $245,000 | $0 | $0 | Yes (X) | Yes (X) | ||
| MICHAEL MURPHY | ||||||||
| VICE PRESIDENT | 40.00 | $107,300 | $0 | $0 | Yes (X) | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $854,175 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FEDERAL REALTY INVESTMENT TRUST | |||||
| PO BOX 8500 | PHILADELPHIA | PA | 19178 | INVESTMENT | $267,094 |
| GREEN WALL GROUP LLC | |||||
| 128 SCHOOL STREET | WALPOLE | MA | 02081 | TECHNICAL ADVISORY | $180,000 |
| KAAS WILSON ARCHITECTS | |||||
| 1301 AMERICAN BLD EAST | BLOOMINGTON | MN | 55425 | ARCHITECTURE | $165,545 |
| GERSCH REAL ESTATE LLC | |||||
| 730 EUDORA STREET | DENVER | CO | 80220 | REAL ESTATE ADVISORY | $125,419 |
| EMG SOLUTIONS | |||||
| 6514 MARLBORO PIKE | FORESTVILLE | MD | 20753 | CONSULTING | $120,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,396,110 | AllOtherContributionsAmt |
| Total Contributions | $6,396,110 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DEVELOPMENT FEE INCOME | 531110 | $8,369,072 | $8,369,072 |
| OTHER REVENUE | 531110 | $4,252,137 | $4,252,137 |
| INTEREST NOTE RECEIVABLE | 531110 | $2,075,799 | $2,075,799 |
| OTHER INTEREST | 531110 | $317,054 | $317,054 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,014,062 | TotalProgramServiceRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,164,172 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,164,172 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,164,172 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,164,172 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,574,344 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,178,234 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,700 | TotalAmt |
| Program Services | $469,700 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,466,409 | TotalAmt |
| Program Services | $2,466,409 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,425 | TotalAmt |
| Program Services | $564,425 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,708 | TotalAmt |
| Program Services | $157,708 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,614 | TotalAmt |
| Management And General | $136,614 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,644 | TotalAmt |
| Management And General | $102,644 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,237 | TotalAmt |
| Program Services | $181,237 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,274 | TotalAmt |
| Management And General | $28,274 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,469 | TotalAmt |
| Program Services | $485,469 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,975 | TotalAmt |
| Program Services | $148,975 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONSULTING EXPENSE | $620,851 | $620,851 | |
| OFFICE RENT EXPENSE | $340,599 | $340,599 | |
| NON-REIMBURSABLE COSTS | $338,122 | $338,122 | |
| OTHER EXPENSE | $218,424 | $218,424 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,445 | TotalAmt |
| Program Services | $1,445 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,260,896 | TotalAmt |
| Program Services | $5,774,940 | ProgramServicesAmt |
| Management And General | $485,956 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,500,797 | BOYAmt |
| EOY | $21,781,855 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,571,763 | BOYAmt |
| EOY | $11,014,987 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,216,865 | BOYAmt |
| EOY | $41,466,225 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,901,688 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $704,441 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,269,356 | BOYAmt |
| EOY | $1,197,247 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $59,415,529 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,519,423 | BOYAmt |
| EOY | $76,434,616 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,078,204 | BOYAmt |
| EOY | $211,310,459 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,715,346 | BOYAmt |
| EOY | $11,532,388 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,206,700 | BOYAmt |
| EOY | $7,324,307 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,864,517 | BOYAmt |
| EOY | $20,426,375 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,786,563 | BOYAmt |
| EOY | $39,283,070 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,857,894 | BOYAmt |
| EOY | $167,593,642 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,433,747 | BOYAmt |
| EOY | $4,433,747 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,291,641 | BOYAmt |
| EOY | $172,027,389 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,078,204 | BOYAmt |
| EOY | $211,310,459 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $18,313,448 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $4,422,300 | PriorPeriodAdjustmentsAmt |
| 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,111,978 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,922,361 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,735,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,983,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,396,110 | CurrentTaxYearAmt |
| Total | $46,150,271 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,680,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,746,032 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,412,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,764,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,310,307 | CurrentTaxYearAmt |
| Total | $47,912,873 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,792,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,668,393 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,148,323 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,747,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,706,417 | CurrentTaxYearAmt |
| Total | $94,063,144 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $94,063,144 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,469 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,096 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,158 | CurrentTaxYearAmt |
| Total | $137,607 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,469 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,096 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,158 | CurrentTaxYearAmt |
| Total | $137,607 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,801,514 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,700,489 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,180,747 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,777,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,740,575 | CurrentTaxYearAmt |
| Total | $94,200,751 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99850 | PublicSupportCY509Pct |
| Investment Income CY | 0.00150 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,649,927 | OtherCostOrOtherBasisAmt |
| Depreciation | $483,812 | DepreciationAmt |
| Book Value | $1,166,115 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $251,761 | OtherCostOrOtherBasisAmt |
| Depreciation | $220,629 | DepreciationAmt |
| Book Value | $31,132 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,197,247 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| Book Value | $59,415,529 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $59,415,529 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACQUISITION FEE (NET OF AMORT) | $51,128 |
| INTEREST RECEIVABLE | $7,916,829 |
| DEPOSITS | $3,461,841 |
| OTHER RECEIVABLE | $65,004,818 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $76,434,616 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FIN 48 DISCLOSURE | FormAndLineReferenceDesc |
| Explanation | INCOME TAXES THE FOUNDATION HAS APPLIED FOR AND RECEIVED A DETERMINATION THE FOUNDATION HAS APPLIED FOR AND RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") TO BE TREATED AS A TAX EXEMPT ENTITY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2017. DUE TO ITS TAX EXEMPT STATUS, THE FOUNDATION IS NOT SUBJECT TO INCOME TAXES. THE FOUNDATION IS REQUIRED TO FILE AND DOES FILE TAX RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. NONE OF THE SUBSIDIARY ENTITIES HAD UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2017. ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND THE FOUNDATION HAS NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. INCOME TAX RETURNS FILED BY THE FOUNDATION ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2014 REMAIN OPEN. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| LA CONSERVATION CORPS | |||||||
| PO BOX 15868 | LOS ANGELES | CA | 90015 | 954003138 | 501(C)(3) | $10,000 | HABITAT RESTORATION PROJECTS |
| REHOBOTH BAPTIST CHURCH | |||||||
| 621 ALABAMA AVE SE | WASHINGTON | DC | 200324104 | 521923090 | $7,500 | YOUTH MENTORSHIP, CHOIR ROBES FOR THE CHURCH | |
| EAGLE BANK FOUNDATION CO GOLD CLASSIC | |||||||
| 7815 WOODMONT AVENUE | BETHESDA | MD | 20814 | 920195178 | 501(C)(3) | $10,000 | BREAST CANCER RESEARCH |
| MACCABI USASPORTS FOR ISRAEL | |||||||
| 1511 WALNUT STREET SUITE 401 | PHILADELPHIA | PA | 19102 | 131810938 | 501(C)(3) | $10,000 | ENRICHING JEWISH LIVES THROUGH ATHLETIC, CULTURAL, AND EDUCATIONAL PROGRAMS |
| ALAMEDA HEALTH SYSTEM FOUNDATION | |||||||
| 350 FRANK H OGAWA PLAZA SUITE 900 | OAKLAND | CA | 94612 | 942951736 | 501(C)(3) | $10,000 | HEALTHCARE |
| ARLINGTON PARTNERSHIP FOR AFFORDABLE HOUSING | |||||||
| 2704 N PERSHING DRIVE | ARLINGTON | VA | 22201 | 541515133 | 501(C)(3) | $10,000 | AFFORDABLE HOUSING ASSISTANCE |
| LAB LEARNING VENTURES INC | |||||||
| 840 N AVENUE 66 | LOS ANGELES | CA | 90042 | 821727821 | $25,000 | TO DISRUPT GENERATIONAL POVERTY THROUGH AFTER-SCHOOL EDUCATION AND ENRICHMENT PROGRAMMING | |
| DUKE UNIVERSITY | |||||||
| 324 BLCKWLL ST WASH BLDG STE 850 | DURHAM | NC | 27701 | 571211099 | 501(C)(3) | $10,000 | EDUCATION |
| CASEY CARES FOUNDATION INC | |||||||
| 3918 VERO ROAD SUITE C | BALTIMORE | MD | 21227 | 522259802 | 501(C)(3) | $37,000 | ASSISTING CRITICALLY ILL CHILDREN AND FAMILIES |
| FIGHT FOR CHILDREN INC | |||||||
| 1029 VERMONT AVE NW SUITE 300 | WASHINGTON | DC | 20005 | 521706059 | 501(C)(3) | $24,000 | PROVIDING AT-RISK CHILDREN ACCESS TO HIGH QUALITY YOUTH SPORTS OPPORTUNITIES |
| URBAN LAND INSTITUTE | |||||||
| PO BOX 418363 | BOSTON | MA | 022418363 | 530159845 | 501(C)(3) | $5,000 | TO PROVIDE LEADERSHIP IN THE RESPONSIBLE USE OF LAND AND CREATING/SUSTAINING COMMUNITIES WORLDWIDE |
| LOMA LINDA UNIVERSITY HEALTH | |||||||
| 11234 ANDERSON ST | LOMA LINDA | CA | 923543406 | 300793395 | $500 | HEALTHCARE | |
| ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION | |||||||
| PO BOX 418649 | BOSTON | MA | 022418649 | 954191698 | 501(C)(3) | $60,000 | PREVENTION OF MOTHER-TO-CHILD TRANSMISSION, CARE AND TREATMENT OF PEDIATRIC HIV, RESEARCH, ADVOCACY |
| JUSTIN J WATT FOUNDATION | |||||||
| PO BOX 530 | PEWAUKEE | WI | 53072 | 273516574 | 501(C)(3) | $250,000 | HOUSTON FLOOD RELIEF FOR HURRICANE HARVEY |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITORING THE USE OF GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | Y | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | 0 | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TODD TRAVIS | ||||||||||||||
| PRESIDENT AND CEO | $296,250 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $296,250 | $0 | $0 | $0 |
| RANDALL KELLY | ||||||||||||||
| VP AND GENERAL COUNSEL | $205,625 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $205,625 | $0 | $0 | $0 |
| JANET CHARLTON | ||||||||||||||
| VICE PRESIDENT | $245,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $245,000 | $0 | $0 | $0 |
| MICHAEL MURPHY | ||||||||||||||
| VICE PRESIDENT | ||||||||||||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | LINE 8 | FormAndLineReferenceDesc |
| Explanation | PRIOR TO HER BECOMING A FOUNDATION EMPLOYEE, THE NFAHS BOARD OF DIRECTORS AND THE PERTINENT STATE HOUSING FINANCE AGENCIES HAD APPROVED THE PARTICIPATION OF AN ENTITY IN WHICH CHARLTON HAD AN INTEREST AS THE DEVELOPER FOR THREE LIHTC REDEVELOPMENT TRANSACTIONS. DURING 2010 - 2013 PAYMENTS OF DEVELOPMENT FEE WERE MADE FOR SERVICES RENDERED TO THREE (3) LIMITED PARTNERSHIPS IN WHICH AFFILIATES OF THE NATIONAL FOUNDATION FOR AFFORDABLE HOUSING SOLUTIONS, INC. SERVE AS GENERAL PARTNER OR MANAGING MEMBER. SUCH FEES WERE PAID FOR SERVICES RENDERED PRIOR TO 2010 - 2013 AND WERE PAID FROM INVESTOR EQUITY CONTRIBUTED TO SUCH PARTNERSHIPS BY UNRELATED, THIRD PARTY TAX CREDIT INVESTORS. THE DEVELOPMENT FEE PAID IN EACH TRANSACTION ARE SUBJECT TO CERTAIN FEDERAL AND STATE GOVERNMENTAL LIMITATIONS AS TO GROSS AMOUNT AND SCHEDULE FOR PAYMENTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, THE 990 IS VETTED BY MEMBERS OF THE EXECUTIVE COMMITTEE, AND THIRD PARTY LEGAL AND ACCOUNTING PERSONNEL. FINAL APPROVAL IS THEN GIVEN BY THE CHAIRMAN OF THE BOARD AFTER HIS REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN AFFIRMATIVE SIGNED STATEMENT OF NO CONFLICTS IS REQUIRED, AND WHERE APPLICABLE, A WRITTEN DISCLOSURE OF ANY KNOWN CONFLICTS IS REQUIRED. CONFLICTS ARE DISCLOSED AND BOARD MEMBERS ARE RECUSED, AS NEEDED, ON A TRANSACTIONAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE REVIEWS AND MAKES DECISIONS WITH A THIRD PARTY COMPENSATION REPORT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE DURING NORMAL BUSINESS HOURS UPON REQUEST. |
| PART VI, SECTION B, LINE 12C | AN AFFIRMATIVE SIGNED STATEMENT OF NO CONFLICTS IS REQUIRED AND, WHERE APPLICABLE, A WRITTEN DISCLOSURE OF ANY KNOW CONFLICT IS REQUIRED. CONFLICTS ARE DISCLOSED AND BOARD MEMBERS ARE RUCUSED, AS NEEDED, ON A TRANSACTIONAL BASIS. |
| PART VI, SECTION B, LINE 15B | THE COMPENSATION COMMITTEE REVIEWS AND MAKES DECISITIONS WITH A BENEFIT OF A THIRD PARTY COMPENSATION REPORT. |
| PART VI, SECTION C, QUESTION 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE DURING NORMAL BUSINESS HOURS UPON REQUEST. |
| PART VI, SECTION B, QUESTION 11A | PRIOR TO FILING THE 990 IS VETTED BY MEMBERS OF THE EXECUTIVE COMMITTEE, AND THIRD PARTY LEGAL AND ACOUNTING PERSONAL. FINAL APPROVAL IS THEN GIVED BY THE CHAIRMAN OF THE BOARD HIS REVIEW. |
| PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES - DISTRIBUTIONS FROM WHOLLY-OWNED SUBSIDIARIES OF FOUNDATION: $3,751,518. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MAGNOLIA HOUSING INC | ||||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 521795395 | HOUSING | MD | 501(C)(3) | 509(A)(3) | NFAHS | Yes (1) |
| NRG HOUSING INC | ||||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 521921440 | HOUSING | MD | 501(C)(3) | 509(A)(3) | NFAHS | Yes (1) |
| RENEWAL HOUSING INC | ||||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 521965128 | HOUSING | MD | 501(C)(3) | 509(A)(3) | NFAHS | Yes (1) |
| DOGWOOD HOUSING INC | ||||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 521795393 | HOUSING | MD | 501(C)(3) | 509(A)(3) | NFAHS | Yes (1) |
| MOUNT CARMEL HOUSING INC | ||||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 521920898 | HOUSING | MD | 501(C)(3) | 509(A)(3) | NFAHS | Yes (1) |
| KISH HOUSING INC | ||||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 521920903 | HOUSING | MD | 501(C)(3) | 509(A)(3) | NFAHS | Yes (1) |
| HUNTINGTON HOUSING INC | ||||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 521879282 | HOUSING | MD | 501(C)(3) | 509(A)(3) | NFAHS | Yes (1) |
| BROOKSIDE HOUSING INC | ||||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 521968153 | HOUSING | MD | 501(C)(3) | 509(A)(3) | NFAHS | Yes (1) |
| GLENARDEN HOUSING OF MARYLAND INC | ||||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 521929847 | HOUSING | MD | 501(C)(3) | 509(A)(3) | NFAHS | Yes (1) |
| KING HOUSING INC | ||||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 521927975 | HOUSING | MD | 501(C)(3) | 509(A)(3) | NFAHS | Yes (1) |
| MISSION HOUSING INC | ||||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 521927914 | HOUSING | MD | 501(C)(3) | 509(A)(3) | NFAHS | Yes (1) |
| GLENREED HOUSING INC | ||||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 521927912 | HOUSING | MD | 501(C)(3) | 509(A)(3) | NFAHS | Yes (1) |
| WILLOW CREEK HOUSING INC | ||||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 521963655 | HOUSING | MD | 501(C)(3) | 509(A)(3) | NFAHS | Yes (1) |
| ECHELON HOUSING INC | ||||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 521880077 | HOUSING | MD | 501(C)(3) | 509(A)(3) | NFAHS | Yes (1) |
| WHITNEY PRESERVATION HOUSING DEVELOPMENT | ||||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 455370883 | MD | 501(C)(3) | 509(A)(3) | NFAHS | Yes (1) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| BROOKSIDE GENERAL PARTNER LLC | |||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 274150955 | REAL ESTATE I | MD | BROOKSIDE HSG | C | 0 |
| GLENVIEW GENERAL PARTNER LLC | |||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 273751726 | REAL ESTATE I | MD | GLENVIEW HOUSIN | C | 0 |
| KING HOUSING INC | |||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 272684470 | REAL ESTATE I | MD | KING HSG INC | C | 0 |
| GLENARDEN ASSOCIATES LLC | |||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 274970928 | REAL ESTATE I | MD | GLENARDEN HSG | C | 0 |
| GLENREED ASSOCIATES LLC | |||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 274974184 | REAL ESTATE I | MD | GLENREED HSG | C | 0 |
| NFAHS MID PINE AFFORDABLE LLC | |||||||||
| 11810 GRAND PARK AVENUE STE 600 | NORTH BETHESDA | MD | 20852 | 453414352 | REAL ESTATE I | MD | C | 0 | |
| 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 | Yes (1) | 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
Comments