MOMENTUM HOUSING: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MOMENTUM HOUSING (EIN 47-0785685)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349314971
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule A
- Schedule D
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:16:01-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470625816 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13616 CALIFORNIA ST STE 300 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681545336 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470785685 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOMENTUM HOUSING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOME | BusinessNameControlTxt |
| Phone | 4028854717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11640 ARBOR STREET 201 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCHELL HIATT | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4028854717 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL SWEENEY JD LLM | PreparerPersonNm |
| PTIN | P02009973 | PTIN |
| Phone | 4024968800 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | MARK HIATT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11640 ARBOR STREET 201 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $74,146,498 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://MOMENTUMHOUSING.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Activity Or Mission | MOMENTUM HOUSING HAS BEEN FORMED FOR THE EXEMPT PURPOSE OF CONSTRUCTION, PURCHASING, OWNING, AND OPERATING AFFORDABLE HOUSING FOR LOW AND MODERATE INCOME INDIVIDUALS AND FAMILIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 224 | 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 | $70,588,856 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $54,309,576 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,396,948 | PYInvestmentIncomeAmt |
| CY Investment Income | $19,560,012 | CYInvestmentIncomeAmt |
| PY Other Revenue | $567,252 | PYOtherRevenueAmt |
| CY Other Revenue | $276,910 | CYOtherRevenueAmt |
| PY Total Revenue | $72,553,056 | PYTotalRevenueAmt |
| CY Total Revenue | $74,146,498 | 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 | $7,754,547 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,235,492 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $86,994,522 | PYOtherExpensesAmt |
| CY Other Expenses | $75,998,985 | CYOtherExpensesAmt |
| PY Total Expenses | $94,749,069 | PYTotalExpensesAmt |
| CY Total Expenses | $84,234,477 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$22,196,013 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,087,979 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $643,645,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $614,200,900 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $703,501,476 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $689,475,261 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$59,855,548 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$75,274,361 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MOMENTUM HOUSING HAS BEEN FORMED FOR THE EXEMPT PURPOSE OF CONSTRUCTION, PURCHASING, OWNING, AND OPERATING AFFORDABLE HOUSING FOR LOW AND MODERATE INCOME INDIVIDUALS AND FAMILIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $82,125,562 | ExpenseAmt |
| Revenue | $54,309,576 | RevenueAmt |
| Desc | PROVIDE AFFORDABLE HOUSING TO LOW AND MODERATE INCOME INDIVIDUALS THROUGH ITS WHOLLY-OWNED SUBSIDIARIES AND OTHER AFFILIATES. | Desc |
| Total Program Service Expenses | $82,125,562 | 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 |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 0 | 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 | 224 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK HIATT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4028854717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11640 ARBOR STREET SUITE 201 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68144 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARK HIATT | |||||||
| PRESIDENT | 55.00 | Yes (X) | Yes (X) | $610,000 | $0 | $0 | |
| DREW FITCH | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $9,900 | $0 | $0 | |
| DAVE WILKINSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $9,900 | $0 | $0 | ||
| STEVE COCKRELL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $9,900 | $0 | $0 | ||
| MITCHELL HIATT | |||||||
| VICE PRESIDENT AND GENERAL COUNSEL | 60.00 | Yes (X) | $375,000 | $0 | $0 | ||
| SHARISE ENGEL | |||||||
| CHIEF FINANCIAL OFFICER (THRU 9.30.2024) | 35.00 | Yes (X) | $191,250 | $0 | $0 | ||
| TERI SEIDENGLANZ | |||||||
| CHIEF FINANCIAL OFFICER (AS OF 10.1.2024) | 35.00 | Yes (X) | $12,500 | $0 | $0 | ||
| JUSTIN FERRIN | |||||||
| ASSISTANT VP | 40.00 | $122,077 | $0 | $0 | Yes (X) | ||
| TYLER WILSON | |||||||
| SENIOR PROJECT MANAGER | 40.00 | $135,000 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,475,527 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| NAILED IT R&R | |||||
| 111 OLE SOX DR | LEXINGTON | SC | 29073 | CONSTRUCTION SERVICES | $2,111,512 |
| LEXMAR SERVICES USA LLC | |||||
| 1395 BRICKELL AVE SUITE 800 | MIAMI | FL | 33131 | LABOR SERVICES | $624,389 |
| ASD CONTRACTORS INC | |||||
| 10033 HOOD RD | JACKSONVILLE | FL | 32257 | CONSTRUCTION SERVICES | $482,500 |
| REAL FLOORS INC | |||||
| 205 INDUSTRIAL BLVD | GREENVILLE | SC | 29607 | CONSTRUCTION SERVICES | $470,579 |
| AMERICAN PAINTING & RENOVATIONS INC | |||||
| 325 SATELLITE BLVD SUITE 101 | SUWANEE | GA | 30024 | CONSTRUCTION SERVICES | $444,685 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 34 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME | Desc |
| Business | 532000 | BusinessCd |
| Total Revenue Column | $54,309,576 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,309,576 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $54,309,576 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,340,921 | TotalRevenueColumnAmt |
| Exclusion | $4,340,921 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $15,219,091 | 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 | $15,219,091 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,219,091 | TotalRevenueColumnAmt |
| Exclusion | $15,219,091 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $201,309 | $201,309 |
| REBATE INCOME | 900099 | $75,601 | $75,601 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $276,910 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,146,498 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,309,576 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,836,922 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,218,450 | TotalAmt |
| Management And General | $1,218,450 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,929,925 | TotalAmt |
| Program Services | $5,573,991 | ProgramServicesAmt |
| Management And General | $355,934 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,424 | TotalAmt |
| Program Services | $44,424 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,434 | TotalAmt |
| Program Services | $379,633 | ProgramServicesAmt |
| Management And General | $61,801 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $601,259 | TotalAmt |
| Program Services | $509,266 | ProgramServicesAmt |
| Management And General | $91,993 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,986 | TotalAmt |
| Program Services | $11,986 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $671,752 | TotalAmt |
| Program Services | $564,272 | ProgramServicesAmt |
| Management And General | $107,480 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,168 | TotalAmt |
| Program Services | $174,168 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,379 | TotalAmt |
| Program Services | $87,495 | ProgramServicesAmt |
| Management And General | $884 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $843,656 | TotalAmt |
| Program Services | $835,219 | ProgramServicesAmt |
| Management And General | $8,437 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $585,034 | TotalAmt |
| Program Services | $573,333 | ProgramServicesAmt |
| Management And General | $11,701 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,553 | TotalAmt |
| Program Services | $189,575 | ProgramServicesAmt |
| Management And General | $9,978 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,061,899 | TotalAmt |
| Program Services | $5,061,899 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,537 | TotalAmt |
| Program Services | $62,679 | ProgramServicesAmt |
| Management And General | $57,858 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,437 | TotalAmt |
| Program Services | $36,437 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,729,896 | TotalAmt |
| Program Services | $36,726,223 | ProgramServicesAmt |
| Management And General | $3,673 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,820,403 | TotalAmt |
| Program Services | $17,818,621 | ProgramServicesAmt |
| Management And General | $1,782 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,006,574 | TotalAmt |
| Program Services | $3,985,339 | ProgramServicesAmt |
| Management And General | $21,235 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| REPAIRS AND MAINTENANCE | $6,880,589 | $6,811,783 | $68,806 |
| FINANCE COSTS | $1,653,992 | $1,571,292 | $82,700 |
| SUPPLIES | $873,819 | $873,819 | |
| TAXES | $123,936 | $117,739 | $6,197 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,375 | TotalAmt |
| Program Services | $116,369 | ProgramServicesAmt |
| Management And General | $6 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,234,477 | TotalAmt |
| Program Services | $82,125,562 | ProgramServicesAmt |
| Management And General | $2,108,915 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,861,542 | BOYAmt |
| EOY | $7,194,047 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $665,183 | BOYAmt |
| EOY | $902,003 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,902,566 | BOYAmt |
| EOY | $3,783,615 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $546,908,657 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $60,149,867 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,534,053 | BOYAmt |
| EOY | $486,758,790 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,682,584 | BOYAmt |
| EOY | $115,562,445 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $643,645,928 | BOYAmt |
| EOY | $614,200,900 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,602,570 | BOYAmt |
| EOY | $5,060,450 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $611,896,923 | BOYAmt |
| EOY | $598,767,126 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,001,983 | BOYAmt |
| EOY | $85,647,685 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,501,476 | BOYAmt |
| EOY | $689,475,261 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$59,855,548 | BOYAmt |
| EOY | -$75,274,361 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$59,855,548 | BOYAmt |
| EOY | -$75,274,361 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $643,645,928 | BOYAmt |
| EOY | $614,200,900 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$10,087,979 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$5,330,834 | 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 | $11,751,533 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,702,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,556,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,678,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,309,576 | CurrentTaxYearAmt |
| Total | $236,998,853 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,751,533 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,702,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,556,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,678,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,309,576 | CurrentTaxYearAmt |
| Total | $236,998,853 | 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 | $236,998,853 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,126 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,434 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,717,046 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,347,029 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,340,921 | CurrentTaxYearAmt |
| Total | $11,476,556 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,126 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,434 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,717,046 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,347,029 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,340,921 | CurrentTaxYearAmt |
| Total | $11,476,556 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $567,252 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $276,910 | CurrentTaxYearAmt |
| Total | $844,162 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,788,659 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,736,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,273,647 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,593,137 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,927,407 | CurrentTaxYearAmt |
| Total | $249,319,571 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95060 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96040 | PublicSupportPY509Pct |
| Investment Income CY | 0.04600 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03670 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,251,965 | OtherCostOrOtherBasisAmt |
| Book Value | $52,251,965 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $445,923,217 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,304,108 | DepreciationAmt |
| Book Value | $392,619,109 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,074,132 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,830,031 | DepreciationAmt |
| Book Value | $36,244,101 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,659,343 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,015,728 | DepreciationAmt |
| Book Value | $5,643,615 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $486,758,790 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RESTRICTED CASH | $30,023,957 |
| LEASE ASSET | $78,037,531 |
| TENANT SECURITY DEPOSITS | $1,978,138 |
| ACCOUNTS RECEIVABLE - OTHER | $3,700,576 |
| UTILITY DEPOSITS | $76,204 |
| CONSTRUCTION IN PROGRESS | $498,233 |
| OTHER ASSETS | $1,247,806 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $115,562,445 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED LEASE REVENUE | $76,496,405 |
| ACCRUED REAL ESTATE TAX | $10,950 |
| SECURITY DEPOSITS | $1,973,910 |
| ACCRUED INTEREST | $6,404,755 |
| PREPAID REVENUE | $761,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $85,647,685 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MOMENTUM HOUSING IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO EACH ENTITY'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ENTITY HAD NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. MOMENTUM'S WHOLLY-OWNED ENTITIES ARE ESTABLISHED AS SINGLE-MEMBER ENTITIES AND ARE DISREGARDED ENTITIES FOR TAX PURPOSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK HIATT | ||||||||||||||
| PRESIDENT | $360,000 | $0 | $250,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $610,000 | $0 | $0 | $0 |
| MITCHELL HIATT | ||||||||||||||
| VICE PRESIDENT AND GENERAL COUNSEL | $315,000 | $0 | $60,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $375,000 | $0 | $0 | $0 |
| SHARISE ENGEL | ||||||||||||||
| CHIEF FINANCIAL OFFICER (THRU 9.30.2 | $131,250 | $0 | $60,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $191,250 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7: | FormAndLineReferenceDesc |
| Explanation | CASH BONUSES WERE PAID AT THE DISCRETION OF THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PUBLIC FINANCE AUTHORITY | ||||||||
| A | 273866124 | CT1583266 | 2020-03-01 | $1,600,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| PUBLIC FINANCE AUTHORITY | ||||||||
| B | 273866124 | CT1591199 | 2020-06-08 | $2,300,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| PUBLIC FINANCE AUTHORITY | ||||||||
| C | 273866124 | CT1591199 | 2021-09-01 | $2,200,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| D | 570960018 | 0SYS12865 | 2021-11-12 | $1,000,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $1,600,000 | $1,600,000 | 2020 | 0 | 0 | Yes (1) | Yes (1) |
| B | $2,300,000 | $2,300,000 | 2020 | 0 | 0 | Yes (1) | Yes (1) |
| C | $2,200,000 | $2,200,000 | 2021 | 0 | 0 | Yes (1) | Yes (1) |
| D | $1,000,000 | $1,000,000 | 2021 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| A | 570960018 | CT1608152 | 2020-12-23 | $1,600,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| B | 570960018 | CT1606927 | 2020-12-03 | $1,900,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| C | 570960018 | CT1599682 | 2020-09-10 | $1,700,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| D | 570960018 | CT1634767 | 2021-10-21 | $1,200,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $1,600,000 | $1,600,000 | 2020 | 0 | 0 | Yes (1) | Yes (1) |
| B | $1,900,000 | $1,900,000 | 2020 | 0 | 0 | Yes (1) | Yes (1) |
| C | $1,700,000 | $1,700,000 | 2020 | 0 | 0 | Yes (1) | Yes (1) |
| D | $1,200,000 | $1,200,000 | 2021 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| A | 570960018 | CT1595956 | 2021-10-01 | $1,200,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| B | 570960018 | CT1595956 | 2020-07-29 | $1,500,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| C | 570960018 | 0SYS12543 | 2021-07-21 | $1,200,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| D | 570960018 | CT1612818 | 2021-02-09 | $2,100,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $1,200,000 | $1,200,000 | 2021 | 0 | 0 | Yes (1) | Yes (1) |
| B | $1,500,000 | $1,500,000 | 2020 | 0 | 0 | Yes (1) | Yes (1) |
| C | $1,200,000 | $1,200,000 | 2021 | 0 | 0 | Yes (1) | Yes (1) |
| D | $2,100,000 | $2,100,000 | 2021 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| A | 570960018 | 0SYS12172 | 2021-02-18 | $1,500,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| B | 570960018 | 0SYS12486 | 2021-06-16 | $2,400,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| C | 570960018 | CT1639487 | 2021-12-15 | $1,150,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| D | 570960018 | CT1639487 | 2021-12-15 | $16,980,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $1,500,000 | $1,500,000 | 2021 | 0 | 0 | Yes (1) | Yes (1) |
| B | $2,400,000 | $2,400,000 | 2021 | 0 | 0 | Yes (1) | Yes (1) |
| C | $1,150,000 | $1,150,000 | 2021 | 0 | 0 | Yes (1) | Yes (1) |
| D | $16,980,000 | $16,980,000 | 2021 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| A | 570960018 | CT1639487 | 2021-12-15 | $3,500,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| B | 570960018 | CT1640112 | 2021-12-23 | $1,000,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| C | 570960018 | 0SYS14106 | 2022-06-10 | $2,100,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| D | 570960018 | CT1645729 | 2022-02-25 | $1,600,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $3,500,000 | $3,500,000 | 2021 | 0 | 0 | Yes (1) | Yes (1) |
| B | $1,000,000 | $1,000,000 | 2021 | 0 | 0 | Yes (1) | Yes (1) |
| C | $2,100,000 | $2,100,000 | 2022 | 0 | 0 | Yes (1) | Yes (1) |
| D | $1,600,000 | $1,600,000 | 2022 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PUBLIC FINANCE AUTHORITY | ||||||||
| A | 273866124 | 74441XHR3 | 2023-01-12 | $35,995,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| PUBLIC FINANCE AUTHORITY | ||||||||
| B | 273866124 | 74441XHQ5 | 2023-01-12 | $57,345,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| C | 570960018 | 837031F57 | 2023-03-30 | $49,730,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| D | 570960018 | 837031F65 | 2023-03-30 | $1,535,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $35,995,000 | $35,995,000 | 2023 | 0 | 0 | Yes (1) | Yes (1) |
| B | $57,345,000 | $57,345,000 | 2023 | 0 | 0 | Yes (1) | Yes (1) |
| C | $49,730,000 | $49,730,000 | 2023 | 0 | 0 | Yes (1) | Yes (1) |
| D | $1,535,000 | $1,535,000 | 2023 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| A | 570960018 | 837031F73 | 2023-03-30 | $19,125,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| B | 570960018 | CT1637180 | 2024-06-07 | $1,600,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS AND ECONOMIC DEV AUTH | ||||||||
| C | 570960018 | CT1639487 | 2021-12-15 | $1,300,000 | AFFORDABLE HOUSING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $19,125,000 | $19,125,000 | 2023 | 0 | 0 | Yes (1) | Yes (1) |
| B | $1,600,000 | $1,600,000 | 2024 | 0 | 0 | Yes (1) | Yes (1) |
| C | $1,300,000 | $1,300,000 | 2021 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MOMENTUM HOUSING - MARK HIATT, PRESIDENT IS THE FATHER OF MITCHELL HIATT, VICE PRESIDENT AND GENERAL COUNSEL. |
| FORM 990, PART VI, SECTION B, LINE 11B | MOMENTUM HOUSING PROVIDES THE RETURN TO THE BOARD OF DIRECTORS AND MANAGEMENT FOR REVIEW AND AUTHORIZATION. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY CONFLICTS OF INTEREST BROUGHT TO THE ATTENTION OF MANAGEMENT ARE REVIEWED TO SEE IF A CONFLICT EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS DISCLOSURE EXPLANATION - ALL INFORMATION IS AVAILABLE UPON REQUEST BY CONTACTING MOMENTUM HOUSING, 11640 ARBOR STREET, SUITE 201, OMAHA, NEBRASKA 68144 |
| FORM 990, PART XI, LINE 9: | TOTAL DECONSOLIDATION DUE TO OWNERSHIP -5,330,834. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (35 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| FAH ROSEWOOD LLC | |||||||||
| 4501 HARBOUR LAKE DR | GOOSE CREEK | SC | 29445 | 371874776 | AFFORDABLE HOUSING | SC | $4,635,294 | $0 | MOMENTUM HOUSING |
| FAH SOUTH POINTE LLC | |||||||||
| 6220 MURRAY DR | HANAHAN | SC | 29410 | 384053646 | AFFORDABLE HOUSING | SC | $10,701,596 | $0 | MOMENTUM HOUSING |
| FAH THE HOLLOWS LLC | |||||||||
| 1300 LONGCREEK DR | COLUMBIA | SC | 29210 | 844694466 | AFFORDABLE HOUSING | SC | -$338,528 | $18,705,637 | MOMENTUM HOUSING |
| FAH GREENBRIER LLC | |||||||||
| 100 WILLOW OAK DR | COLUMBIA | SC | 29223 | 850599718 | AFFORDABLE HOUSING | DE | -$1,609,877 | $43,921,615 | MOMENTUM HOUSING |
| FAH ATRIUM PLACE LLC | |||||||||
| 200 ATRIUM WAY | COLUMBIA | SC | 29223 | 851430469 | AFFORDABLE HOUSING | SC | -$160,983 | $22,970,233 | MOMENTUM HOUSING |
| FAH TAMARIND LLC | |||||||||
| 143 STONERIDGE DR | COLUMBIA | SC | 29210 | 851628515 | AFFORDABLE HOUSING | SC | -$614,295 | $19,280,742 | MOMENTUM HOUSING |
| FAH LAWSON CREEK LLC | |||||||||
| 9159 ASHEVILLE HWY | BOILING SPRINGS | SC | 29316 | 853602383 | AFFORDABLE HOUSING | SC | -$658,308 | $24,615,215 | MOMENTUM HOUSING |
| FAH CULPEPPER LLC | |||||||||
| 201 CULPEPPER LANDING DRIVE | DUNCAN | SC | 29334 | 853620677 | AFFORDABLE HOUSING | SC | -$591,575 | $21,152,709 | MOMENTUM HOUSING |
| FAH SORRENTO LLC | |||||||||
| 660 HALTON RD | GREENVILLE | SC | 29607 | 861282640 | AFFORDABLE HOUSING | SC | -$744,976 | $29,587,463 | MOMENTUM HOUSING |
| FAH TOSCANA LLC | |||||||||
| 2900 E NORTH STREET | GREENVILLE | SC | 29615 | 861316424 | AFFORDABLE HOUSING | SC | -$636,124 | $19,541,126 | MOMENTUM HOUSING |
| FAH WELLINGTON LLC | |||||||||
| 700 GREENLAWN DRIVE | COLUMBIA | SC | 29209 | 863227845 | AFFORDABLE HOUSING | SC | -$1,203,016 | $31,118,466 | MOMENTUM HOUSING |
| FAH OASIS LLC | |||||||||
| 1751 DOGWOOD DRIVE | CHARLESTON | SC | 29414 | 871478921 | AFFORDABLE HOUSING | DE | -$1,039,261 | $19,841,210 | MOMENTUM HOUSING |
| FAH PELHAM LLC | |||||||||
| 230 PELHAM ROAD | GREENVILLE | SC | 29615 | 872488295 | AFFORDABLE HOUSING | DE | -$2,741,003 | $60,092,761 | MOMENTUM HOUSING |
| FAH WESTCHESTER LLC | |||||||||
| 300 PELHAM ROAD | GREENVILLE | SC | 29615 | 872576411 | AFFORDABLE HOUSING | DE | -$988,457 | $19,578,164 | MOMENTUM HOUSING |
| FAH TREE HOUSE LLC | |||||||||
| 3500 UNIVERSITY BLVD N | JACKSONVILLE | FL | 32277 | 872638648 | AFFORDABLE HOUSING | DE | -$4,453,491 | $81,346,105 | MOMENTUM HOUSING |
| FAH CHERRY GROVE LLC | |||||||||
| 1061 HEARN STREET | ROCK HILL | SC | 29732 | 872672676 | AFFORDABLE HOUSING | SC | -$1,038,414 | $19,578,164 | MOMENTUM HOUSING |
| FAH RIVERSTONE LLC | |||||||||
| 709 PATRIOT PARKWAY | ROCK HILL | SC | 29730 | 873267526 | AFFORDABLE HOUSING | SC | -$1,922,410 | $20,859,287 | MOMENTUM HOUSING |
| FAH VILLAGE STATION LLC | |||||||||
| 1712 INDIA HOOK ROAD | ROCK HILL | SC | 29732 | 874431496 | AFFORDABLE HOUSING | DE | -$1,160,397 | $28,341,888 | MOMENTUM HOUSING |
| FAH PACES RUN LLC | |||||||||
| 100 PACES RUN | COLUMBIA | SC | 29223 | 873315558 | AFFORDABLE HOUSING | DE | -$605,795 | $26,559,791 | MOMENTUM HOUSING |
| FAH MAPLES LLC | |||||||||
| 2432 ANTHONY LN | RACINE | WI | 53404 | 880655129 | AFFORDABLE HOUSING | WI | -$2,095,745 | $27,671,169 | MOMENTUM HOUSING |
| FAH HOLDINGS - TWIN OAKS LLC | |||||||||
| 11640 ARBOR ST STE 201 | OMAHA | NE | 68144 | 871731429 | AFFORDABLE HOUSING | SC | $76,417 | $2,628,687 | MOMENTUM HOUSING |
| FAH HOLDINGS - PICKENS GARDENS LLC | |||||||||
| 11640 ARBOR ST STE 201 | OMAHA | NE | 68144 | 862363251 | AFFORDABLE HOUSING | SC | $154,545 | $5,439,472 | MOMENTUM HOUSING |
| FAH HOLDINGS - NORTH AUGUSTA GARDENS LLC | |||||||||
| 11640 ARBOR ST STE 201 | OMAHA | NE | 68144 | 862379058 | AFFORDABLE HOUSING | SC | $221,892 | $7,883,218 | MOMENTUM HOUSING |
| FAH HOLDINGS - ABBEVILLE LLC | |||||||||
| 11640 ARBOR ST STE 201 | OMAHA | NE | 68144 | 872156606 | AFFORDABLE HOUSING | SC | $164,293 | $5,763,404 | MOMENTUM HOUSING |
| FAH HOLDINGS - CROSLAND LLC | |||||||||
| 11640 ARBOR ST STE 201 | OMAHA | NE | 68144 | 874026461 | AFFORDABLE HOUSING | SC | $116,528 | $4,101,770 | MOMENTUM HOUSING |
| FAH HOLDINGS - CAYCE LLC | |||||||||
| 11640 ARBOR ST STE 201 | OMAHA | NE | 68144 | 881408680 | AFFORDABLE HOUSING | SC | $828,412 | $23,525,345 | MOMENTUM HOUSING |
| FAH HOLDINGS - HERITAGE COURT LLC | |||||||||
| 11640 ARBOR ST STE 201 | OMAHA | NE | 68144 | 881417230 | AFFORDABLE HOUSING | SC | $630,226 | $17,584,431 | MOMENTUM HOUSING |
| FAH HOLDINGS - HARRY C WHITE | |||||||||
| 11640 ARBOR ST STE 201 | OMAHA | NE | 68144 | 881452533 | AFFORDABLE HOUSING | SC | $221,568 | $6,246,203 | MOMENTUM HOUSING |
| MOMENTUM HOMES LLC | |||||||||
| 11640 ARBOR ST STE 201 | OMAHA | NE | 68144 | 923010916 | AFFORDABLE HOUSING | NE | -$3,950 | $0 | MOMENTUM HOUSING |
| FAH FUND II GP LLC | |||||||||
| 11640 ARBOR ST STE 201 | OMAHA | NE | 68144 | AFFORDABLE HOUSING | NE | MOMENTUM HOUSING | |||
| FAH FUND I GP LLC | |||||||||
| 11640 ARBOR ST STE 201 | OMAHA | NE | 68144 | 844725043 | AFFORDABLE HOUSING | NE | MOMENTUM HOUSING | ||
| FAH CONSTRUCTION | |||||||||
| 11640 ARBOR ST STE 201 | OMAHA | NE | 68144 | 923053805 | AFFORDABLE HOUSING | NE | MOMENTUM HOUSING | ||
| MOMENTUM COMMUNITIES LLC | |||||||||
| 11640 ARBOR ST STE 201 | OMAHA | NE | 68144 | 852225945 | AFFORDABLE HOUSING | NE | $279,537 | $939,546 | MOMENTUM HOUSING |
| FAH HOLDINGS - POPLAR SQUARE LLC | |||||||||
| 11640 ARBOR ST STE 201 | OMAHA | NE | 68144 | 861354944 | AFFORDABLE HOUSING | SC | $138,349 | $4,865,001 | MOMENTUM HOUSING |
| FAH HOLDINGS - HARRY C WHITE OWNER LLC | |||||||||
| 11640 ARBOR ST STE 201 | OMAHA | NE | 68144 | 883117509 | AFFORDABLE HOUSING | SC | $0 | $0 | MOMENTUM HOUSING |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLOW BEND TOWNHOMES II LP | |||||||||||||
| 11640 ARBOR STREET SUITE 201 | OMAHA | NE | 68144 | 272700471 | TO PROVIDE AFFORDABLE HOUSING | OH | N/A | -$209,085 | $4,417,190 | 0 | 0 | 0.99900 | |
| NEW POST WOODS TOWNHOMES LP | |||||||||||||
| 11640 ARBOR STREET SUITE 201 | OMAHA | NE | 68144 | 272700152 | TO PROVIDE AFFORDABLE HOUSING | OH | N/A | -$829,770 | $8,842,384 | 0 | 0 | 0.99900 | |
| CRESCENT VILLAGE TOWNHOMES II LP | |||||||||||||
| 11640 ARBOR STREET SUITE 201 | OMAHA | NE | 68144 | 272700312 | TO PROVIDE AFFORDABLE HOUSING | OH | N/A | -$73,505 | $4,541,783 | 0 | 0 | 0.99900 | |
| FAH TAX EXEMPT INVESTORS I LP | |||||||||||||
| 11640 ARBOR STREET SUITE 201 | OMAHA | NE | 68144 | 844738105 | TO FINANCE THE DEVELOPMENT AND PRESERVATION OF AFFORDABLE | NE | RELATED | 0 | 0 | 0.00010 | FAH FUND I GP LLC | ||
| FAH TAX EXEMPT INVESTORS II LP | |||||||||||||
| 11640 ARBOR STREET SUITE 201 | OMAHA | NE | 68144 | 863889049 | TO FINANCE THE DEVELOPMENT AND PRESERVATION OF AFFORDABLE | DE | RELATED | 0 | 0 | 0.00010 | FAH FUND II GP LLC | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FAH 4 GP LLC | ||||||||||||
| 11640 ARBOR ST STE 201 | OMAHA | NE | 68144 | 900914134 | MANAGING MEMBER OF AFFILIATED ENTITIES PROVIDING AFFORDABLE | NC | MOMENTUM HOUSING | C | -$1,832,956 | $14,680,266 | 1.00000 | Yes (1) |
| FAH OHIO GP LLC | ||||||||||||
| 11640 ARBOR ST STE 201 | OMAHA | NE | 68144 | 272586122 | MANAGING MEMBER OF AFFILIATED ENTITIES PROVIDING AFFORDABLE | NE | MOMENTUM HOUSING | C | $43,843 | $773,127 | 1.00000 | Yes (1) |
| 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | 0 | 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 | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAH OH GP LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $403,881 | InvolvedAmt |
| Method Of Amount Determination | OUTSTANDING BALANCE | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS PARTNERSHIPS: | FormAndLineReferenceDesc |
| Explanation | NAME OF RELATED ORGANIZATION: FAH TAX EXEMPT INVESTORS I, LP PRIMARY ACTIVITY: TO FINANCE THE DEVELOPMENT AND PRESERVATION OF AFFORDABLE HOUSING FACILITIES. NAME OF RELATED ORGANIZATION: FAH TAX EXEMPT INVESTORS II, LP PRIMARY ACTIVITY: TO FINANCE THE DEVELOPMENT AND PRESERVATION OF AFFORDABLE HOUSING FACILITIES. | ExplanationTxt |
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