2016-08-25T13:04:12-05:00 2015-12-31 430765316 RubinBrown LLP One North Brentwood Saint Louis MO 63105 990 2015-01-01 431141027 Urban Strategies Inc URBA 3144214200 720 Olive Street Suite 2600 Saint Louis MO 631012334 Sandra Moore President 3144214200 2016-08-23 1 Jeffrey Person P00437219 3142903300 2015 2016-12-15 16:53:06Z Sandra Moore 720 OLIVE STREET SUITE 2600 ST LOUIS MO 63101 7530843 0 X www.urbanstrategiesinc.org X 1978 MO URBAN STRATEGIES DEVELOPS, COORDINATES, AND IMPLEMENTS COMMUNITY SUPPORTIVE SERVICE PLANS THAT SEEK TO PROVIDE CRITICAL SOCIAL SERVICES FOR LOW-INCOME RESIDENTS OF URBAN CORE COMMUNITIES. 7 7 85 166 0 0 1296799 1444300 6358138 5941919 0 0 225866 144624 7880803 7530843 866459 760740 0 0 4515796 3878925 0 0 20656 2452282 3340401 7834537 7980066 46266 -449223 6443820 6134325 1984583 2536269 4459237 3598056 X URBAN STRATEGIES DEVELOPS, COORDINATES, AND IMPLEMENTS COMMUNITY SUPPORTIVE SERVICE PLANS THAT SEEK TO PROVIDE CRITICAL SOCIAL SERVICES (INCLUDING JOB TRAINING, ACCESS TO QUALITY HEALTHCARE, IMPROVED EDUCATION AND YOUTH ACTIVITIES) FOR LOW-INCOME RESIDENTS OF URBAN CORE COMMUNITIES (PRIMARILY IN THE VICINITY OF PUBLIC HOUSING). 0 0 4607106 57627 4317247 Urban Strategies plans, implements, or directs community and supportive services that meet social support needs and promote economic self-sufficiency for families in mixed-income housing communities in distressed urban core neighborhoods. (See Schedule O)Urban Strategies plans, implements, or directs community and supportive services that meet social support needs and promote economic self-sufficiency for families in mixed-income housing communities in distressed urban core neighborhoods. Major projects that fall into the category in 2015 include: Alice Griffith (166 households), Galveston (569 households), Cleaborn Homes (413 households), senior services (620 households), Iberville (300 households), BW Cooper (132 households), North Sarah HOPE VI (140 households), Wheatley Courts (220 households), the Renaissance Place at Grand Community Activities Building (500 households), the Harmony Oaks Community Center (500 households), Poindexter Village/Near Eastside (414 households), Larimar/East Liberty (155 households) and the Aliso Village/Pueblo Del Sol Community Center (450 households). Total population supported = 4579 households. Total number of resident events held: 101. 1635329 65162 980149 LEADERSHIP DEVELOPMENT & SUSTAINABILITY: Urban Strategies provides services that build the capacity of community residents to act as leaders to their communities, to seek out programs and services that benefit their families, to advance the economic self-sufficiency of their families, to overcome barriers to employment, and to promote the overall stability and quality of mixed-income housing communities. (See Schedule O) LEADERSHIP DEVELOPMENT & SUSTAINABILITY: Urban Strategies provides services that build the capacity of community residents to act as leaders to their communities, to seek out programs and services that benefit their families, to advance the economic self-sufficiency of their families, to overcome barriers to employment, and to promote the overall stability and quality of mixed-income housing communities. Major projects that fall into this category in 2014 include: The organization serves as the fiscal agent for Urban Employment Initiatives, a not for profit corporation that sponsors the "Green Streets" social enterprise project, providing opportunities for employment and social support to young adults with barriers to traditional employment; the Innovative Workforce Program in New Orleans, and the Community Liaison program (over 2,500 households served nationally.) 632132 87581 338533 PLANNING: Urban Strategies works with residents, developers, local service providers, funders, and other stakeholders to plan mixed-income housing revitalization projects with physical, social service, and economic development components. Urban Strategies develops human capital plans that integrate social service support into the physical redevelopments of communities and match local, state, federal, and private resources to those efforts. In 2015, Urban Strategies made a grant of $87,581 in connection with a fundraising effort for the Flance Early Learning Center. The effort generated incoming contributions of $31,381 in 2015. Planning expenses from other ongoing activities in 2015 were $544,551. 550370 550370 305990 AFFORDABLE HOUSING - PROGRAM RELATED INVESTMENT - INTEREST INCOMEAFFORDABLE HOUSING - PROGRAM RELATED INVESTMENT - LOAN ABATEMENTSPOLICY DEVELOPMENT - URBAN SUPPORTS THE CONTINUAL DEVELOPMENT AND REFINEMENT OF POLICY IN THE AREAS OF HOUSING AND URBAN DEVELOPMENT, AT THE FEDERAL, STATE, AND LOCAL LEVEL.AFFORDABLE HOUSING DEVELOPMENT - Urban Serves as lender to 12 affordable housing sites in St. Louis and Kansas City through the Missouri Housing Development Commission's Affordable Housing Assistance Program (AHAP), which collectively house approximatel 1,600 households. Assistance to other organizations-miscellaneous donations made to organizations Urban Strategies works with. Urban also supported Tulane University in its work related to a sustainable housing study. 550370 550370 305990 7424937 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 107 0 1 85 1 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X SANDRA MOORE 3144214200 720 OLIVE SUITE 2600 St Louis MO 63101 RICHARD D BARON BOARD CHAIR 2.00 X X 0 0 0 HILLARY B ZIMMERMAN SECRETARY 1.00 X X 0 0 0 CARL LANG DIRECTOR 0.50 X 0 0 0 KARLA MCLUCAS DIRECTOR 0.50 X 0 0 0 PAUL C BROPHY DIRECTOR 0.50 X 0 0 0 CARRIE VAN SYCKEL DIRECTOR 0.50 X 0 0 0 MICHAEL SHERRADEN DIRECTOR 0.50 X 0 0 0 SANDRA M MOORE PRESIDENT 60.00 X 188320 0 14631 ESTHER UNBONG SHIN EXECUTIVE VICE PRESIDENT 60.00 X 112455 0 3374 M WADE BAUGHMAN SR VP & GENERAL COUNSEL 50.00 X 88739 0 6149 389514 0 24154 2 0 1 0 BLUE SUMMIT CONSULTING LLC 231 SOUTH BEMISTON SUITE 800 ST LOUIS MO 63105 FINANCIAL CONSULTING 200628 BW COOPER RESIDENT MANAGEMENT CORPORATIO 3416 EARHART BLVD NEW ORLEANS LA 70125 COMMUNITY & SUPPORTIVE SERVICES 200565 Delgado Community College 615 City Park Avenue NEW ORLEANS LA 70119 Workforce development training 122550 YOUTH EMPOWERMENT PROJECT 1600 Oretha Castle Haley Boulevard NEW ORLEANS LA 70113 PROGRAMMING 122045 Impact Community Action 700 BRYDEN RD Columbus OH 43215 Case Management 116393 5 450393 993907 26400 1444300 INTEGRATED SERVICE DEL 624200 4317247 4317247 LEADERSHIP / SUSTAIN. 624200 980149 980149 PLANNNG 624200 338533 338533 INTEREST 531390 305990 305990 5941919 AMORTIZATION INCOME 531390 144624 144624 144624 7530843 5941919 0 144624 X 760740 760740 413668 331803 68545 13320 2848103 2637760 210343 39858 31971 6604 1283 334764 310638 24126 242532 223768 18066 698 167965 51931 114255 1779 1012591 1012591 45762 39873 5670 219 187804 184818 2875 111 201602 183739 17199 664 368776 353923 14300 553 9378 7186 2111 81 56302 45143 10744 415 COMMUNITY CENTER SUP. 1037329 1037329 TELEPHONE 81001 79008 1919 74 miscellaneous 67375 52637 14190 548 Bad Debt Expense 64496 49417 14518 561 40020 30662 9008 350 7980066 7424937 534473 20656 238232 47427 147000 242947 2202830 1875274 29603 24818 74046 55776 27648 18270 3798507 3925589 6443820 6134325 1098946 1810990 520000 510508 365637 214771 1984583 2536269 X 3570483 3094298 888754 503758 4459237 3598056 6443820 6134325 X -449223 -411958 X 0 1 X 0 0 X 1543499 3007332 2253230 1296799 1444300 9545160 4045719 4831557 5767135 6052014 5635929 26332354 5589218 7838889 8020365 7348813 7080229 35877514 500000 1275000 242000 225000 200000 2442000 1507552 2090924 2885715 3485754 3501278 13471223 2007552 3365924 3127715 3710754 3701278 15913223 19964291 306739 305922 306006 306124 305990 1530781 306739 305922 306006 306124 305990 1530781 5895957 8144811 8326371 7654937 7386219 37408295 0.53370 0.56280 0.04090 0.04180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9202 5599 3603 64844 50177 14667 18270 Interest Receivable 967417 F Development Loans 2958172 F 3925589 DUE TO MBS & AFFILIATES 209171 Deferred Revenue 5600 214771 7568319 78370 -40894 37476 7530843 0 7530843 7678701 78370 -168206 -89836 7768537 211529 211529 7980066 Part XI, Line 2d - Other Adjustments: Forgiveness of Interest -211,529. INTANGIBLE Income 170,635. Part XII, Line 2d - Other Adjustments: RESERVE INCREASE ON NOTES RECEIVABLE (PROGRAN RELATED LOANS) -338,841. INTANGIBLE Expense 170,635. Part XII, Line 4b - Other Adjustments: Forgiveness of Interest 211,529. 1 Eichelberger Ptrs #19 (Neigh Renewal Ptrs) 5825 Gravois St Louis MO 63116 731677907 159038 Affordable housing - Housing Eichelberger Ptrs #1 (Neigh Renewal Ptrs) 5825 Gravois st Louis MO 63116 731677907 262727 Affordable housing - Housing Eichelberger Ptrs #2 (Neigh Renewal Ptrs) 5825 Gravois st Louis MO 63116 731677907 128605 Affordable housing - Housing FRIENDS OF FLANCE CENTER 720 OLIVE STREET SUITE 2500 St Louis MO 63101 461721707 501(c)(3) 87583 FOR START-UP OF THE I JEROME AND ROSEMARY FLANCE EARLY CHILDHOOD CENTER AT MURPHY PARK LUKE'S HOUSE A CLINIC FOR HEALING AND HOPE 2023 SIMON BOLIVAR AVE NEW ORLEANS LA 70113 260332622 501(C)(3) 15000 Women's wellness clinic KIDS RETHINK NEW ORLEANS SCHOOLS 2020 ORETHA CASTLE HALEY BLVD NEW ORLEANS LA 70113 331203055 501(c)(3) 15000 YOTH PROGRAMMING 3 3 Part I, Line 2: The organization makes grants on a limited basis to support projects that fall clearly within the scope of the organization's mission and purpose, are integral to achieving a specific purpose, when funds are available from a funder who has granted the organization the discretion to use the funds to make a grant to a third party. When the organization receives a request for a grant, it carefully evaluates the qualifications of the proposed grantee, the purpose of the project, and the likelihood that the project will be completed if the grant is provided. The organization enters into a written agreement specifying the terms on which the grant is made and monitors the use of the funds through regular contact and collaboration with the grantee to ensure use in accordance with that agreement. X 0 1 X 0 0 0 0 0 0 0 0 0 SANDRA M MOORE PRESIDENT 170020 0 0 0 18300 0 5424 0 9207 0 202951 0 0 0 Part I, Line 1a First class travel is provided to the president as a free upgrade by the airlines or in cases when the trip is longer than 3 hours. McCormack Baron Ragan entity officer is a director 696254 Program Services to Residents 0 McCormack Baron Salazar (MBS) Affiliates See Part V 3266134 Community and Support Services 0 Schedule L Part IV Community and support services are provided to local residents. Urban Strategies received funding for these services via real estate partnerships that may generally be considered affiliates of McCormack Baron Salazar(MBS), however, there is no significant ownership of the partnerships by MBS. Therefore, Urban Strategies is voluntarily disclosing these arrangements in the aggregate as applicable business transactions even though it may not be required to do so. X 7 2160 fair value X toys / books 3 16600 fair value X supplies/misc 10 3940 fair value X equipment 4 3700 fair value 0 0 0 Form 990, Part VI, Section A, line 2 Urban Strategies Inc. board members Richard Baron and Hillary Zimmerman share a business relationship as officers of McCormack Baron Salazar. Hillary Zimmerman is employed by MBA Properties, of which Richard Baron is a major stakeholder. Richard Baron and Hillary Zimmerman are officers, directors, and shareholders of MBA Properties, which wholly owns McCormack Baron Salazar and McCormack Baron Ragan, with which the organization does business. Richard Baron is a director of US Memphis Hope, Inc., of which S. Moore is an officer and which does business with Urban Strategies. Carl Lang is a member of the law firm Rosenblum, Goldenhersh, Silverstein and Zafft, which does legal work for McCormack Baron Salazar, McCormack Baron Ragan and, on a limited basis, Urban Strategies. Form 990, Part VI, Section B, line 11 The Urban Strategies Board of Directors has designated the Finance Committee of the Board to review and approve the 990 tax form. The 990 tax form as approved by the Finance Committee and filed is distributed to the Board at the next board of directors meeting. Form 990, Part VI, Section B, line 12c At the first board meeting of each year, the directors are asked to review and complete disclosure forms and there is an opportunity for discussion of any financial interests that are disclosed. Form 990, Part VI, Section B, line 15 The President's compensation is determined by the chairperson of the board in consultation with the other board members. The process involves consideration of annual performance objectives set by the chairperson in consultation with the other board members and discussed with the president by the chairperson. These objectives are agreed upon in a written memo. At the end of each reporting period, the president prepares a report for the chairperson describing the president's performance against these objectives. The chairperson then analyzes this information, consults with the other board members, and then sets the president's compensation for the next year. A record of the compensation decision is documented in both the human resources department and the chairperson's own personnel file for the president. Compensation for other officers is determined by the president as part of the formal, annual performance evaluation process, which includes comprehensive written performance evaluations which are maintained in the human resources department. These evaluations include discussion and documentation of accomplishments, strengths, and areas for improvement, goals for the coming year, and the amount of the salary adjustment, if any. Form 990, Part VI, Section C, line 19 The governing documents and conflict of interest policy are available upon written request. Form 990, Part IX, line 11g OTHER FEES FOR SERVICES: Program service expenses 1,112. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,112. EDUCATIONAL AND SOCIAL SERVICES: Program service expenses 1,011,479. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,011,479. Form 990, Part XI, line 9: ADJUST RESERVE FOR PRINCIPAL ON NOTES RECEIVABLE 338,841. RESTATEMENT OF PROGRAM REVENUE FOR 2014 -750,799.