NATIONAL FOUNDATION FOR AFFORDABLE HOUSING SOLUTIONS INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL FOUNDATION FOR AFFORDABLE HOUSING SOLUTIONS INC (EIN 52-1665967)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201313199349306426
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-15T13:12:45-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 400E | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208146583 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521665967 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL FOUNDATION FOR | BusinessNameLine1 |
| Business Name Line2 | AFFORDABLE HOUSING SOLUTIONS INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % TODD TRAVIS | InCareOfName |
| Name Control | NATI | NameControl |
| Phone | 3019980440 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11200 ROCKVILLE PIKE 220 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20852 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Todd Travis | Name |
| Title | CFO | Title |
| Phone | 3019980401 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ED RYAN CPA | Name |
| Phone | 3016529100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARTIN SCHWARTZBERG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11200 ROCKVILLE PIKESTE 225 | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20852 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17768536 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://nfahs.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION IS DEDICATED TO PRESERVING THE NATION'S EXISTING ASSISTED RENTAL HOUSING STOCK AND IS COMMITTED TO PROVIDING THEIR UNDERSERVED POPULATION with solutions and access to housing. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 20 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 11030262 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 15183704 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3435294 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2573372 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 12343 | InvestmentIncomePriorYear |
| Investment Income Current Year | 11460 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14477899 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17768536 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 47710 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 101150 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1098886 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1526763 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2357563 | OtherExpensePriorYear |
| Other Expenses Current Year | 2095706 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3504159 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3723619 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 10973740 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 14044917 | RevenuesLessExpensesCY |
| Total Assets BOY | 72394496 | TotalAssetsBOY |
| Total Assets EOY | 83165257 | TotalAssetsEOY |
| Total Liabilities BOY | 5877165 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1704482 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 66517331 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 81460775 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3433947 | Expense |
| Revenue | 2573372 | Revenue |
| Description | THE EO RESEARCHES VARIOUS APPROACHES TO ENSURE ADEQUATE AFFORDABLE HOUSING INCLUDING A TAX-BASED STRATEGY AND A NON-PROFIT CONVERSION STRATEGY. IT SPEAKS AND DEALS WITH INDUSTRY LEADERS, CREATES FINANCIAL MODELS AND PREPARES VARIOUS POSITION REMARKS. IT ALSO EXPLORES NON-PROFIT OWNERSHIP OF AFFORDABLE HOUSING. IN ADDITION, IT CREATES 509(A)(3) ORGANIZATIONS THAT ACQUIRE AFFORDABLE LOW INCOME HOUSING. | Description |
| Total Program Service Expense | 3433947 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 20 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TODD TRAVIS | NamePerson |
| Telephone Number | 3019980401 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11200 ROCKVILLE PIKE | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20852 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| MARTIN C SCHWARTZBERG | |||||||||
| PRESIDENT, CEO, CHAIRMAN | 40.0 | 1.0 | X | X | 238750 | 0 | 0 | ||
| DENISE MUHA | |||||||||
| DIRECTOR | 1.0 | 1.0 | X | ||||||
| BERNARD BEAL | |||||||||
| DIRECTOR | 1.0 | 1.0 | X | ||||||
| ANTHONY COELHO | |||||||||
| DIRECTOR | 1.0 | 1.0 | X | ||||||
| REV MSGR WILLIAM LINDER | |||||||||
| DIRECTOR | 1.0 | 1.0 | X | ||||||
| JASON GOLDBLATT | |||||||||
| DIRECTOR | 1.0 | 1.0 | X | ||||||
| ROBERT WELTCHEK | |||||||||
| DIRECTOR | 1.0 | 1.0 | X | ||||||
| Jay Berman | |||||||||
| director | 1.0 | 1.0 | X | ||||||
| eliot reid | |||||||||
| ceo | 40.0 | 1.0 | X | 446333 | |||||
| Todd Travis | |||||||||
| CFO | 40.0 | 1.0 | X | 285000 | |||||
| NOAH NORDHEIMER | |||||||||
| SR. VP | 40.0 | 1.0 | 554200 | X | |||||
| JANET CHARLTON | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 1.0 | 242917 | X | |||||
| richard M charlton II | |||||||||
| senior development manager | 40.0 | 1.0 | 130500 | X | |||||
| jaymar g joseph | |||||||||
| senior development manager | 40.0 | 1.0 | 173583 | X | |||||
| rosann redmon | |||||||||
| comptroller | 40.0 | 114500 | X | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2185783 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Green Wall Group LLC | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 Moulton Road | AddressLine1 |
| City | SOUTHBOROUGH | City |
| State | MA | State |
| ZIP Code | 01772 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | technical advisory | DescriptionOfServices |
| Compensation | 301250 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Related Organizations | 14534085 | RelatedOrganizations |
| All Other Contributions | 649619 | AllOtherContributions |
| Total Contributions | 15183704 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FEE INCOME | 531110 | 120000 | 120000 |
| INTEREST NOTE RECEIVABLE | 531110 | 2371196 | 2371196 |
| OTHER REVENUE | 531110 | 82176 | 82176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2573372 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11460 | TotalRevenueColumn |
| Exclusion | $11,460 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17768536 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2573372 | RelatedOrExemptFunctionIncome |
| Exclusion | $11,460 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101150 | Total |
| Program Services | 101150 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1136000 | Total |
| Program Services | 1136000 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308758 | Total |
| Program Services | 308758 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82005 | Total |
| Program Services | 82005 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129635 | Total |
| Management And General | 129635 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48100 | Total |
| Management And General | 48100 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350537 | Total |
| Program Services | 350537 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 348320 | Total |
| Program Services | 348320 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225630 | Total |
| Program Services | 225630 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268572 | Total |
| Program Services | 268572 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200768 | Total |
| Program Services | 200768 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33343 | Total |
| Program Services | 33343 | ProgramServices |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| OTHER EXPENSE | 424538 | 322376 | 102162 |
| TUITION, DUES AND SUBSCRIPTION | 9775 | 9775 | |
| NON-REIMBURSABLE COSTS | 56488 | 56488 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3723619 | Total |
| Program Services | 3433947 | ProgramServices |
| Management And General | 289672 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | X | InfoInScheduleOPartX |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2534166 | BOY |
| EOY | 13735713 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9036480 | BOY |
| EOY | 4364153 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2630423 | BOY |
| EOY | 5003194 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42623501 | BOY |
| EOY | 43963501 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 471055 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 239100 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135580 | BOY |
| EOY | 231955 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15434346 | BOY |
| EOY | 15866741 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72394496 | BOY |
| EOY | 83165257 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1122915 | BOY |
| EOY | 354482 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4754250 | BOY |
| EOY | 1350000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5877165 | BOY |
| EOY | 1704482 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60293091 | BOY |
| EOY | 77096622 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6224240 | BOY |
| EOY | 4364153 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66517331 | BOY |
| EOY | 81460775 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72394496 | BOY |
| EOY | 83165257 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 14044917 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 898527 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1327919 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5239987 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38084642 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11030262 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15183704 | CurrentTaxYear |
| Total | 70866514 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 60000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 60000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3788403 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3435294 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2573372 | CurrentTaxYear |
| Total | 9917069 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1387919 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5299987 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41873045 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14465556 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17757076 | CurrentTaxYear |
| Total | 80783583 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 80783583 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 405857 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 380179 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15924 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12343 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11460 | CurrentTaxYear |
| Total | 825763 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 405857 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 380179 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15924 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12343 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11460 | CurrentTaxYear |
| Total | 825763 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -1695 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 97999 | CurrentTaxYearMinus3Years |
| Total | 96304 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1792081 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5778165 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41888969 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14477899 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17768536 | CurrentTaxYear |
| Total | 81705650 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98872 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97754 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01011 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02100 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years | |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 303517 | OtherCostOrOtherBasis |
| Depreciation | 140777 | Depreciation |
| Book Value | 162740 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 167538 | OtherCostOrOtherBasis |
| Depreciation | 98323 | Depreciation |
| Book Value | 69215 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 231955 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ACQUISITION FEE (NET OF AMORT) | 93638 |
| FINANCING COSTS, NET | 273394 |
| INTEREST RECEIVABLE | 4042524 |
| DEPOSITS | 275939 |
| DUE FROM AFFILIATES | 11181246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 15866741 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | fin 48 disclosure | Identifier |
| Explanation | 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, 2012. 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, 2012. Accordingly, these financial statements do not reflect a provision for income taxes. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Foundation and recognize a tax liability if the Foundation has taken an uncertain tax position that more likely than not would be sustained upon examination by a government authority. Management has analyzed the tax positions taken by the Foundation and has concluded that as of December 31, 2012, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Foundation is subject to routine audit by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for years prior to 2009. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| BRAIN TUMOR RESEARCH TRUST | |||||||
| 13009 BOSWELL COURT | POTOMAC | MD | 20854 | 522222035 | 501(c)(3) | 10000 | FOR RESEARCH |
| EAGLE BANK FOUNDATION CO GOLD CLASSIC | |||||||
| 7815 WOODMONT AVENUE | BETHESDA | MD | 20814 | 501(C)(3) | 12500 | breast cancer research | |
| national leased housing association education fund | |||||||
| 1900 L Street NW Suite 300 | Washington | DC | 20036 | 421717667 | 501(c)(3) | 10000 | Education |
| Close UP foundations | |||||||
| 1330 Braddock Place Suite 400 | Alexandria | VA | 22314 | 237122882 | 501(c)(3) | 7500 | Provide Education on democracy |
| Epilepsy foundation of america | |||||||
| 8301 Professional Place | Landover | MD | 20785 | 520856660 | 501(c)(3) | 10000 | Epilepsy research |
| Duke University | |||||||
| 501(C)(3) | 10000 | Education | |||||
| Casey Cares Foundation Inc | |||||||
| 3918 Vero Road Suite C | Baltimore | MD | 21227 | 522259802 | 501(C)(3) | 10000 | Assisting critically ill children and families |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 7 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING THE USE OF GRANT FUNDS | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | There is no method for monitoring grants paid Y | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | true | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARTIN C SCHWARTZBERG | ||||||||||||||
| PRESIDENT, CEO, CHAIRMAN | 238750 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 238750 | 0 | 0 | 0 |
| NOAH NORDHEIMER | ||||||||||||||
| SR. VP | 220000 | 334200 | 554200 | |||||||||||
| JANET CHARLTON | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | 242917 | 242917 | ||||||||||||
| eliot reid | ||||||||||||||
| ceo | 261333 | 185000 | 446333 | |||||||||||
| jaymar g joseph | ||||||||||||||
| senior development manager | 116583 | 57000 | 173583 | |||||||||||
| Todd Travis | ||||||||||||||
| CFO | 173000 | 112000 | 285000 | |||||||||||
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| line 8 | 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 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 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. |
| line 9 | not applicable |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| governance | PART VI, SECTION B, LINE 12C | AN AFFIRMATIVE SIGNED STATEMENT OF NO CONFLICTS IS REQUIREd. |
| governance | PART VI, SECTION B, LINE 15B | THE COMPENSATION COMMITTEE REVIEWS. THERE HAS BEEN VERY LITTLE CHANGE. |
| governance | PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE DURING NORMAL BUSINESS HOURS UPON REQUEST. |
| governance | part vi, section b, quesiton 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (16 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| CLAIBORNE HOUSING INC | ||||||||||
| 11200 ROCKVILLE PIKE 2ND FLR | ROCKVILLE | MD | 20852 | 521795395 | HOUSING | MD | 501(c)(3) | 509(a)(3) | NFAHS | true |
| CHEMUNG VIEW HOUSING INC | ||||||||||
| 11200 ROCKVILLE PIKE 2ND FLR | ROCKVILLE | MD | 20852 | 521921440 | HOUSING | MD | 501(c)(3) | 509(a)(3) | NFAHS | true |
| GLENVIEW HOUSING INC | ||||||||||
| 11200 ROCKVILLE PIKE 2ND FLR | ROCKVILLE | MD | 20852 | 521965128 | HOUSING | MD | 501(c)(3) | 509(a)(3) | NFAHS | true |
| LONDONDERRY HOUSING INC | ||||||||||
| 11200 ROCKVILLE PIKE 2ND FLR | ROCKVILLE | MD | 20852 | 521795393 | HOUSING | MD | 501(c)(3) | 509(a)(3) | NFAHS | true |
| MOUNT CARMEL HOUSING INC | ||||||||||
| 11200 ROCKVILLE PIKE 2ND FLR | ROCKVILLE | MD | 20852 | 521920898 | HOUSING | MD | 501(c)(3) | 509(a)(3) | NFAHS | true |
| KISH HOUSING INC | ||||||||||
| 11200 ROCKVILLE PIKE 2ND FLR | ROCKVILLE | MD | 20852 | 521920903 | HOUSING | MD | 501(c)(3) | 509(a)(3) | NFAHS | true |
| HUNTINGTON HOUSING INC | ||||||||||
| 11200 ROCKVILLE PIKE 2ND FLR | ROCKVILLE | MD | 20852 | 521879282 | HOUSING | MD | 501(c)(3) | 509(a)(3) | NFAHS | true |
| BROOKSIDE HOUSING INC | ||||||||||
| 11200 ROCKVILLE PIKE 2ND FLR | ROCKVILLE | MD | 20852 | 521968153 | HOUSING | MD | 501(c)(3) | 509(a)(3) | NFAHS | true |
| COUNTRYSIDE HOUSING INC | ||||||||||
| 11200 ROCKVILLE PIKE 2ND FLR | ROCKVILLE | MD | 20852 | 521824857 | HOUSING | MD | 501(c)(3) | 509(a)(3) | NFAHS | true |
| GLENARDEN HOUSING OF MARYLAND INC | ||||||||||
| 11200 ROCKVILLE PIKE 2ND FLR | ROCKVILLE | MD | 20852 | 521929847 | HOUSING | MD | 501(c)(3) | 509(a)(3) | NFAHS | true |
| KING HOUSING INC | ||||||||||
| 11200 ROCKVILLE PIKE 2ND FLR | ROCKVILLE | MD | 20852 | 521927975 | HOUSING | MD | 501(c)(3) | 509(a)(3) | NFAHS | true |
| INDIAN HEAD HOUSING INC | ||||||||||
| 11200 ROCKVILLE PIKE 2ND FLR | ROCKVILLE | MD | 20852 | 521927914 | HOUSING | MD | 501(c)(3) | 509(a)(3) | NFAHS | true |
| GLENREED HOUSING INC | ||||||||||
| 11200 ROCKVILLE PIKE 2ND FLR | ROCKVILLE | MD | 20852 | 521927912 | HOUSING | MD | 501(c)(3) | 509(a)(3) | NFAHS | true |
| WILLOW CREEK HOUSING INC | ||||||||||
| 11200 ROCKVILLE PIKE 2ND FLR | ROCKVILLE | MD | 20852 | 521963655 | HOUSING | MD | 501(c)(3) | 509(a)(3) | NFAHS | true |
| echelon housing inc | ||||||||||
| 11200 ROCKVILLE PIKE 2ND FLOOR | ROCKVILLE | MD | 20852 | 521880077 | HOUSING | MD | 501(c)(3) | 509(a)(3) | NFAHS | true |
| WHITNEY PRESERVATION HOUSING DEVELOPMENT | ||||||||||
| 11200 ROCKVILLE PIKE 2ND FLR | ROCKVILLE | MD | 20852 | 455370883 | HOUSING | MD | 501(c)(3) | 509(a)(3) | NFAHS | true |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 516 HUMBOLDT AFFORDABLE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11200 ROCKVILLE PIKE STE 225 | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20852 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452022453 | EIN |
| Primary Activity | HOUSING | PrimaryActivity |
| Legal Domicile State | MN | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | 1467 | ShareOfTotalIncome |
| Share Of EOY Assets | 76808 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | false | GeneralOrManagingPartner |
| Percentage Ownership | 0.01000 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| brookside general partner llc | |||||||||||||
| 11200 rockville pike suite 250 | rockville | MD | 20852 | 274150955 | real estate inv | MD | brookside hsg | c corp | -92 | 7920254 | 1.00000 | true | |
| glenview general partner llc | |||||||||||||
| 11200 rockville pike suite 250 | rockville | MD | 20852 | 273751726 | real estate inv | MD | glenview housin | c corp | -49 | 356417 | 1.00000 | true | |
| king housing inc | |||||||||||||
| 11200 rockville pike suite 250 | rockville | MD | 20852 | 272684470 | real estate inv | MD | king hsg inc | c corp | 2585 | 1.00000 | true | ||
| glenarden Associates llc | |||||||||||||
| 11200 rockville pike suite 200 | rockville | MD | 20852 | 274970928 | real estate inv | MD | glenarden hsg | c corp | -73 | 1363 | 1.00000 | true | |
| glenreed associates llc | |||||||||||||
| 11200 rockville pike suite 200 | rockville | MD | 20852 | 274974184 | real estate inv | MD | glenreed hsg | c corp | -42 | 993 | 1.00000 | true | |
| NFAHS Mid Pine Affordable LLC | |||||||||||||
| 11200 Rockville Pike Suite 250 | Rockville | MD | 20852 | 453414352 | real estate inv | MD | C Corp | -54 | 1083149 | 1.00000 | true | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (18 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CLAIBORNE HOUSING INC | ||
| C | 5952900 | fmv |
| LONDONDERRY HOUSING INC | ||
| C | 7191133 | fmv |
| GLENVIEW HOUSING INC | ||
| L | 2111739 | FMV |
| KING HOUSING INC | ||
| L | 2696277 | FMV |
| BROOKSIDE HOUSING INC | ||
| L | 1423680 | FMV |
| Mid-Pine | ||
| L | 1120323 | FMV |
| Settlers Point | ||
| L | 621516 | fmv |
| glenarden housing of maryland inc | ||
| L | 1690882 | fmv |
| glenreed housing inc | ||
| L | 1265196 | fmv |
| Springdale | ||
| L | 1269459 | FMV |
| Huntington Housing | ||
| R | 1021153 | fmv |
| EB Affordable | ||
| R | 78739 | fmv |
| Echelon housing | ||
| R | 150000 | fmv |
| Glenview Housing Inc | ||
| R | 271237 | fmv |
| King Housing Inc | ||
| R | 147710 | fmv |
| Mt Carmel housing inc | ||
| R | 117657 | fmv |
| NFAHS Development | ||
| R | 2955366 | fmv |
| APNJ Partners LP | ||
| C | 1357052 | Cash |
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