PRESERVATION OF AFFORDABLE HOUSING INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PRESERVATION OF AFFORDABLE HOUSING INC (EIN 31-1616634)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201213199349303871
- Schema version
- 2011v1.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T12:55:52-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REZNICK GROUP PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BOSTON PLACE SUITE 500 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311616634 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESERVATION OF AFFORDABLE HOUSINGINC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % LAURA VENNARD | InCareOfName |
| Name Control | PRES | NameControl |
| Phone | 6172619898 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 COURT STREET SUITE 700 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY ANTHONY | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEONARD J BERKOWITZ | Name |
| Phone | 6176481400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Gross Receipts | 3148722 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.POAH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | PRESERVATION OF AFFORDABLE HOUSING, INC. WAS FORMED TO PRESERVE AND CREATE AFFORDABLE HOUSING FOR PERSONS IN NEED OF SUCH HOUSING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 200365 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1145052 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8355491 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 877366 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 820101 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1126304 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9375957 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3148722 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 77621 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1648798 | OtherExpensePriorYear |
| Other Expenses Current Year | 2375640 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1648798 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2375640 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7727159 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 773082 | RevenuesLessExpensesCY |
| Total Assets BOY | 50704604 | TotalAssetsBOY |
| Total Assets EOY | 54591639 | TotalAssetsEOY |
| Total Liabilities BOY | 6752155 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9866108 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 43952449 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 44725531 | NetAssetsOrFundBalancesEOY |
| Mission Description | PRESERVATION OF AFFORDABLE HOUSING, INC. WAS FORMED TO PRESERVE AND CREATE AFFORDABLE HOUSING FOR PERSONS IN NEED OF SUCH HOUSING. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1860471 | Expense |
| Grants | 0 | Grants |
| Revenue | 877366 | Revenue |
| Description | Preservation of Affordable Houisng, Inc. ("POAH") is dedicated to the long term preservation, creation, ownership and operation of existing affordable housing properties. At December 31, 2011 POAH, or its related organizations owned and operated 6,958 units of decent, safe and affordable housing for low income persons and families. | Description |
| Total Program Service Expense | 1860471 | 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 | true | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | 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 | false | 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 | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 64 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | 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 | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LAURA VENNARD | NamePerson |
| Telephone Number | 6172619898 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 COURT STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| KATHERINE HADLEY | ||||||||
| DIRECTOR | 1.0 | X | 1000 | 0 | 0 | |||
| REESE FAYDE | ||||||||
| DIRECTOR | 1.0 | X | 2000 | 0 | 0 | |||
| HERBERT MORSE | ||||||||
| DIRECTOR | 10.0 | X | 3500 | 0 | 0 | |||
| GEORGE LATIMER | ||||||||
| DIRECTOR | 1.0 | X | 2500 | 0 | 0 | |||
| MARK GOLDHABER | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| GEORGIA MURRAY | ||||||||
| director | 10.0 | X | 3500 | 0 | 0 | |||
| Amy Anthony | ||||||||
| PRESIDENT | 10.0 | 22136 | 165014 | 0 | X | |||
| W Bart Lloyd | ||||||||
| vice presdient | 10.0 | 15600 | 507707 | 0 | X | |||
| Laura vennard | ||||||||
| treasurer | 10.0 | 27479 | 420548 | 0 | X | |||
| kathy carpenter | ||||||||
| secretary | 10.0 | 10844 | 157488 | 0 | X | |||
| LEE FELGAR | ||||||||
| president of PHM LLC | 1.0 | 0 | 262382 | 0 | X | |||
| PATRICIA BELDEN | ||||||||
| manager of development | 10.0 | 4735 | 481063 | 0 | X | |||
| RODGER BROWN | ||||||||
| development advisor | 10.0 | 0 | 442709 | 0 | X | |||
| TOM DAVIS | ||||||||
| MANAGER STRATEGIC OPERATIONS | 10.0 | 50951 | 109784 | 0 | X | |||
| Jeanne Taylor | ||||||||
| CFO of PHM LLC | 1.0 | 0 | 181393 | 0 | X | |||
| ROCHELLE BEEKS | ||||||||
| COO OF PHM LLC | 1.0 | 0 | 212175 | 0 | X | |||
| ALEXA DAILEY | ||||||||
| manager of assets | 10.0 | 1211 | 231518 | 0 | X | |||
| MARIANA ROBAINA | ||||||||
| REGIONAL SUPERVISOR PHM | 1.0 | 0 | 133199 | 0 | X | |||
| LAURI BROWN | ||||||||
| DIRECTOR OF policy PHM | 1.0 | 0 | 121675 | 0 | X | |||
| MICHAEL DONOVAN | ||||||||
| DIRECTOR OF MAINTENANCE PHM | 1.0 | 0 | 122237 | 0 | X | |||
| DENA XIFARAS | ||||||||
| ASSET MANAGEMENT | 10.0 | 2158 | 128988 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 147614 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3677880 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HOUSING INVESTMENT INC | |||||
| 40 COURT STREET SUITE 600 | BOSTON | MA | 02108 | CONSULTING SERVICES | 1105175 |
| Faegre and Benson LTD | |||||
| 2200 Wells Fargo Center 90 South 7 | MINNEAPOLIS | MN | 55402 | LEGAL SERVICES | 173946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 582845 | GovernmentGrants |
| All Other Contributions | 562207 | AllOtherContributions |
| Total Contributions | 1145052 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| INCOME FROM PARTNERSHIPS AND LLC'S | 531390 | 733749 | 733749 |
| STATE TAX CREDIT PROCEEDS | 531390 | 142500 | 142500 |
| MISCELLANEOUS REVENUE | 531390 | 1117 | 1117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 877366 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1126304 | TotalRevenueColumn |
| Exclusion | $1,126,304 | 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 |
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 | 3148722 | TotalRevenueColumn |
| Related Or Exempt Function Income | 877366 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,126,304 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 0 | Total |
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 | 0 | Total |
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 | 0 | Total |
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 | 193485 | Total |
| Management And General | 193485 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74320 | Total |
| Management And General | 74320 | 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 | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52533 | Total |
| Management And General | 48078 | ManagementAndGeneral |
| Fundraising | 4455 | Fundraising |
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 | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40510 | Total |
| Program Services | 40510 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1952 | Total |
| Management And General | 1952 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240096 | Total |
| Program Services | 240096 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1477 | Total |
| Program Services | 1477 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40087 | Total |
| Program Services | 40087 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CHARITABLE CONTRIBUTIONS | 4398 | 4398 | ||
| TAXES | 28639 | 27495 | 1144 | |
| MISCELLANEOUS EXP | 93876 | 92218 | 1658 | |
| CONSULTING | 576642 | 506278 | 70364 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1027625 | Total |
| Program Services | 1027625 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2375640 | Total |
| Program Services | 1860471 | ProgramServices |
| Management And General | 437548 | ManagementAndGeneral |
| Fundraising | 77621 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 486821 | BOY |
| EOY | 1135205 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1816211 | BOY |
| EOY | 1959252 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196482 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 443020 | BOY |
| EOY | 481310 | 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 | 23794985 | BOY |
| EOY | 30512773 | 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 | 26287 | BOY |
| EOY | 28898 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 161639 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 161639 | LandBldgEquipmentAccumDeprec |
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 | 13013906 | BOY |
| EOY | 13038193 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10000 | BOY |
| EOY | 23523 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10916892 | BOY |
| EOY | 7412485 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50704604 | BOY |
| EOY | 54591639 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 259394 | BOY |
| EOY | 303481 | 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 | 5325269 | BOY |
| EOY | 7537052 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1167492 | BOY |
| EOY | 2025575 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6752155 | BOY |
| EOY | 9866108 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43732753 | BOY |
| EOY | 44047179 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219696 | BOY |
| EOY | 678352 | 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 | 43952449 | BOY |
| EOY | 44725531 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50704604 | BOY |
| EOY | 54591639 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 773082 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 508463 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 186250 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58297 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 200365 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1145052 | CurrentTaxYear |
| Total | 2098427 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6180095 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15149728 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3728026 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8355491 | CurrentTaxYearMinus1Year |
| Current Tax Year | 877366 | CurrentTaxYear |
| Total | 34290706 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6688558 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15335978 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3786323 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8555856 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2022418 | CurrentTaxYear |
| Total | 36389133 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 36389133 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 444533 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 866164 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 772433 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 820101 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1126304 | CurrentTaxYear |
| Total | 4029535 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 444533 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 866164 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 772433 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 820101 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1126304 | CurrentTaxYear |
| Total | 4029535 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7133091 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16202142 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4558756 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9375957 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3148722 | CurrentTaxYear |
| Total | 40418668 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.90031 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.92023 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.09970 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.07977 | 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 | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 161639 | OtherCostOrOtherBasis |
| Depreciation | 161639 | Depreciation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings |
Investments Program Related InvestmentsProgramRelated (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| POAH LLC INVESTMENT | 1951389 | C |
| INVESTMENT IN PARTNERSHIPS | 11086804 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 13038193 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| PREDEVELOPMENT COSTS- REIMBURS | 6537146 |
| DUE RELATED ORGANIZATIONS | 340250 |
| OTHER RECEIVABLES | 535089 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7412485 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO RELATED ORGANIZATIONS | $1,412,440 |
| ACCRUED INTEREST | $40,751 |
| ACCRUED EXPENSES | $100,000 |
| OPERATING LOSS LOAN PAYABLE | $181,414 |
| DEVELOPMENT COSTS PAYABLE | $290,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2025575 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | RECONCILIATION TO FINANCIAL STATEMENTS | Identifier |
| Return Reference | PART XI | ReturnReference |
| Explanation | NO SEPERATE AUDIT, CONSOLIDATED AUDIT FILED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | true | 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 | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amy Anthony | |||||||||||||
| 22136 | 165014 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 22136 | 165014 | 0 | 0 |
| W Bart Lloyd | |||||||||||||
| 15600 | 207033 | 0 | 300674 | 0 | 0 | 0 | 0 | 0 | 0 | 15600 | 507707 | 0 | 0 |
| Laura vennard | |||||||||||||
| 27479 | 130796 | 0 | 289752 | 0 | 0 | 0 | 0 | 0 | 0 | 27479 | 420548 | 0 | 0 |
| kathy carpenter | |||||||||||||
| 10844 | 88800 | 0 | 68688 | 0 | 0 | 0 | 0 | 0 | 0 | 10844 | 157488 | 0 | 0 |
| LEE FELGAR | |||||||||||||
| 0 | 198436 | 0 | 63946 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 262382 | 0 | 0 |
| PATRICIA BELDEN | |||||||||||||
| 4735 | 175389 | 0 | 305674 | 0 | 0 | 0 | 0 | 0 | 0 | 4735 | 481063 | 0 | 0 |
| ALEXA DAILEY | |||||||||||||
| 1211 | 125986 | 0 | 105532 | 0 | 0 | 0 | 0 | 0 | 0 | 1211 | 231518 | 0 | 0 |
| RODGER BROWN | |||||||||||||
| 0 | 173879 | 0 | 268830 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 442709 | 0 | 0 |
| TOM DAVIS | |||||||||||||
| 50951 | 84784 | 0 | 25000 | 0 | 0 | 0 | 0 | 0 | 0 | 50951 | 109784 | 0 | 0 |
| Jeanne Taylor | |||||||||||||
| 0 | 138589 | 0 | 42804 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 181393 | 0 | 0 |
| ROCHELLE BEEKS | |||||||||||||
| 0 | 169376 | 0 | 42799 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 212175 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART I AND PART II, COLUMN (C) | The following persons participate in an incentive based compensation plan MAINTAINED BY A RELATED ORGANIZATION. NO COMPENSATION WAS PAID UNDER THE PLAN IN 2011. W. Bart Lloyd Patricia Belden Kathy Carpenter Laura Vennard Rodger Brown Alexa Dailey PART I QUESTION 7: BONUS PAYMENTS ARE INCLUDED IN SCHEDULE J. |
| part II | POAH AND ITS RELATED ORGANIZATION, POAH LLC, HAVE CONSULTING SERVICES CONTRACTS WITH HOUSING INVESTMENTS INC. ("HII") HII is reimburseD for the efforts of these employees and their compensation is listed in Part II as if the compensation were PAID directLY to the employee by POAH Inc or POAH LLC. |
| PART I, QUESTION 1A & 1B | ONE FIRST CLASS TRIP FROM BOSTON TO CHICAGO WAS TAKEN BY A BOARD MEMBER WHEN, DUE TO SCHEDULING NO OTHER FLIGHTS OR SEATS WERE AVAILABLE. POAH DOES NOT ORDINARILY AUTHORIZE FIRST CLASS TRAVEL. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction |
|---|---|---|
| Housing investments inc | ||
| officer holds interest | 1105193 | performance of services |
| Housing investments inc | ||
| officer holds interest | joint venture | |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | part Iv line 2 | Identifier |
| Explanation | the filing organization is a member of an llc of which housing investmentS iNC. is a member. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (27 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| GOVERNANCE | part vi SECTION A QUESTION 3 | Preservation of Affordable Housing Inc's Board of Directors sets policy for the organization, approves acquisitions, joint ventures, approves annual budgets and appoints officers of the organization. The organization and its related organization, Preservation of Affordable Housing LLC, conducts its day to day business through a consulting services Agreement with Housing Investments, Inc. |
| GOVERNANCE | part vi section B question 11 | APPROVAL OF THE 990 WAS ASSIGNED TO THE AUDIT COMMITTEE BY THE BOARD MEMBERS. the audit committee reviewed, discussed and approved the 990 for filing. A copy of the 990 prepared for filing was given to each board member prior to filing. |
| GOVERNANCE | part vi SECTION B QUESTION 12 | BOARD MEMBERS, OFFICERS, AND STAFF ARE COVERED by A CONFLICT OF INTEREST POLICY. THE CHAIR AND PRESIDENT MONITOR TRANSACTIONS FOR POTENTIAL CONFLICTS AND EXPECT OTHERS ACTING ON BEHALF OF POAH TO DO THE SAME. ANY POTENTIAL CONFLICTS OF INTEREST ARE DISCUSSED BY THE BOARD, WHICH ENFORCES THE POLICY. THE BOARD VOTES ON ANY CONFLICTS AND ON THE ORGANIZATION'S MAJOR EXPENDITURES AFTER DISCUSSION, WITHOUT THE PARTICIPATION OF ANY CONFLICTED PARTY. |
| GOVERNANCE | part vi SECTION B QUESTION 15 | COMPENSATION FIGURES FOR THE president, KEY EMPLOYEES, AND EMPLOYEES OF HOUSING INVESTMENTS, INC. (WHICH PROVIDES STAFFING TO POAH ON A CONSULTING BASIS) WERE PRESENTED TO A COMMITTEE OF THE BOARD FOR REVIEW AND APPROVAL. |
| GOVERNANCE | part vi SECTION B QUESTION 16 | POAH HAs WRITTEN POLICIES IMPOSING ON THE MANAGERS OF ANY JOINT VENTURE A DUTY TO PROMOTE THE CHARITABLE PURPOSES OF POAH, WHICH DUTY OVERRIDES ANY DUTY TO OPERATE THE JOINT VENTURE FOR THE FINANCIAL BENEFIT OF ITS MEMBERS. POAH ALSO HAD OPERATING PROCEDURES REQUIRING THAT ANY JOINT VENTURE BE OPERATED CONSISTENT WITH THE ORGANIZATION'S EXEMPT STATUS AND PRACTICES WHICH ENSURED REVIEW BY THE BOARD OF ALL JOINT VENTURES TO ENSURE COMPLIANCE WITH THE POLICIES AND PROCEDURES. |
| GOVERNANCE | part vi SECTION C QUESTION 19 | THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| COMPENSATION OF OFFICERS, DIRECTORS, EMPLOYEES | PART VII | POAH AND ITS RELATED ORGANIZATION, POAH LLC, HAVE CONSULTING SERVICES CONTRACTS WITH HOUSING INVESTEMTNS INC. ("HII") HII is reimbursed, directly for the efforts of these employees and their compensation is listed in Part VII as if the compensation were direct to the employee by POAH Inc or POAH LLC. |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Amy Anthony TITLE:PRESIDENT HOURS:30 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:W Bart Lloyd TITLE:vice presdient HOURS:30 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Laura vennard TITLE:treasurer HOURS:30 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:kathy carpenter TITLE:secretary HOURS:30 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:LEE FELGAR TITLE:president of PHM LLC HOURS:39 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:PATRICIA BELDEN TITLE:manager of development HOURS:30 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:RODGER BROWN TITLE:development advisor HOURS:30 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:TOM DAVIS TITLE:MANAGER STRATEGIC OPERATIONS HOURS:30 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Jeanne Taylor TITLE:CFO of PHM LLC HOURS:39 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ROCHELLE BEEKS TITLE:COO OF PHM LLC HOURS:39 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ALEXA DAILEY TITLE:manager of assets HOURS:30 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MARIANA ROBAINA TITLE:REGIONAL SUPERVISOR PHM HOURS:39 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:LAURI BROWN TITLE:DIRECTOR OF policy PHM HOURS:39 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MICHAEL DONOVAN TITLE:DIRECTOR OF MAINTENANCE PHM HOURS:39 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:DENA XIFARAS TITLE:ASSET MANAGEMENT HOURS:30 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:RESIDENT SERVICES TOTAL EXPENSES:197972 PROGRAM SERVICES:197972 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:PROPERTY EXPENSES TOTAL EXPENSES:34096 PROGRAM SERVICES:34096 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:MISC. DEVELOPMENT EXPENSE TOTAL EXPENSES:48730 PROGRAM SERVICES:48730 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:CONTRIBUTION OF SRVC INCOME TOTAL EXPENSES:604357 PROGRAM SERVICES:604357 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:DEVELOPMENT EXPENSE TOTAL EXPENSES:142470 PROGRAM SERVICES:142470 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (19 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| POAH CHERRY HILL LLC | |||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 202971274 | AFFORDBLE HSG | RI | -53907 | 3476028 | POAH INC |
| POAH TORRINGFORD WEST LLC | |||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 203716805 | AFFORDBLE HSG | CT | 144417 | 3905964 | POAH INC |
| POAH FIELDSTONE APARTMENTS LLC | |||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 113796175 | AFFORDBLE HSG | RI | 19962 | 3683309 | POAH INC |
| POAH CENTRAL ANNEX LLC | |||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 830479245 | AFFORDBLE HSG | MA | 67000 | 4248778 | POAH INC |
| POAH SUGAR RIVER LLC | |||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 711011553 | AFFORDBLE HSG | NH | 7 | 113834 | POAH INC |
| RIVERVIEW RESIDENCES DOVER LLC | |||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 300470515 | AFFORDBLE HSG | NH | 36093 | 1592364 | POAH INC |
| POAH CUTLER MANOR LLC | |||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 261845026 | AFFORDBLE HSG | FL | -84833 | 15703836 | POAH INC |
| POAH CUTLER MEADOWS LLC | |||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 261845150 | AFFORDBLE HSG | FL | 28587 | 13535998 | POAH INC |
| POAH MIDDLETOWNE APARTMENTS LLC | |||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 261847715 | AFFORDBLE HSG | FL | -101772 | 6478474 | POAH INC |
| POAH GROVE PARC APARTMENTS LLC | |||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 262930050 | AFFORDBLE HSG | IL | 63507 | 2275947 | POAH INC |
| POAH HILLSIDE APARTMENTS LLC | |||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 204261855 | AFFORDBLE HSG | RI | -8 | -61 | POAH INC |
| POAH POCASSET APARTMENTS LLC | |||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 204261981 | AFFORDBLE HSG | RI | -33 | 1067720 | POAH INC |
| POAH HILLCREST APARTMENTS LLC | |||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 760835595 | AFFORDBLE HSG | RI | -16 | -94 | POAH INC |
| POAH CAMPBELL ARMS LLC | |||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 261848397 | AFFORDBLE HSG | FL | 273917 | 5419994 | POAH INC |
| POAH NEW HORIZONS LLC | |||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 261848319 | AFFORDBLE HSG | FL | -3 | 600651 | POAH INC |
| SSAH LLC | |||||||||
| 40 Court Street | Boston | MA | 02108 | 371560562 | AFFORDBLE HSG | MA | -110181 | 7249385 | POAH INC |
| POAH Brandy Hill LLC | |||||||||
| 40 Court Streetb | Boston | MA | 02108 | 271170307 | AFFORDBLE HSG | MA | 21371 | 8871982 | POAH INC |
| POAH NSP Chicago LLC | |||||||||
| 40 Court Street | Boston | MA | 02108 | 800526061 | AFFORDBLE HSG | IL | -128378 | 12390021 | POAH INC |
| BR SUGAR RIVER LLC | |||||||||
| 40 COURT STREET SUITE 700 | BOSTON | MA | 02108 | 412231680 | AFFORDBLE HSG | NH | 0 | 41233 | POAH INC |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POAH LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 COURT STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043577340 | EIN |
| Primary Activity | DEVELOP AFF. | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POAH INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | related | PredominantIncomeType |
| Share Of Total Income | -156240 | ShareOfTotalIncome |
| Share Of EOY Assets | 1951389 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | false | GeneralOrManagingPartner |
| Percentage Ownership | 0.50000 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| POAH SALEM HEIGHTS LLC | |||||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 260069957 | AFFORDBLE Hsg | DE | POAH INC | LLC | -24 | -92371 | 1.00000 |
| POAH SOUTHWINDS APARTMENTS LLC | |||||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 810641757 | AFFORDBLE Hsg | RI | POAH INC | LLC | -14 | -15 | 1.00000 |
| POAH BEACHWOOD APARTMENTS LLC | |||||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 020681208 | AFFORDBLE Hsg | RI | POAH INC | LLC | -8 | 12 | 1.00000 |
| POAH MEADOWBROOK APARTMENTS LLC | |||||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 201640912 | AFFORDBLE Hsg | MA | POAH INC | LLC | -69 | -567 | 1.00000 |
| POAH DRIFTWOOD APARTMENTS LLC | |||||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 202295630 | AFFORDBLE Hsg | RI | POAH INC | LLC | -28 | -138 | 1.00000 |
| POAH GARFIELD HILLS LLC | |||||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 203727801 | AFFORDBLE Hsg | DC | POAH INC | LLC | 1287 | 13568 | 1.00000 |
| POAH WASHINGTON GARDENS LLC | |||||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 200125626 | AFFORDBLE Hsg | MD | POAH INC | LLC | -7 | 0 | 1.00000 |
| POAH BRIDLE PATH APARTMENTS LLC | |||||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 760849334 | AFFORDBLE Hsg | MA | POAH INC | LLC | -62 | -59 | 1.00000 |
| POAH CHESTNUT GARDENS APARTMENTS LLC | |||||||||||
| 40 CHESTNUT STREET | BOSTON | MA | 02108 | 760849337 | AFFORDBLE Hsg | MA | POAH INC | LLC | -31 | -39 | 1.00000 |
| POAH DOM NARODOWY POLSKI APARTMENTS LLC | |||||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 760849328 | AFFORDBLE Hsg | MA | POAH INC | LLC | -9 | 41 | 1.00000 |
| POAH EASTGATE APARTMENTS LLC | |||||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 760849341 | AFFORDBLE Hsg | MA | POAH INC | LLC | -30 | -65 | 1.00000 |
| POAH FAIRWEATHER APARTMENTS LLC | |||||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 760849339 | AFFORDBLE Hsg | MA | POAH INC | LLC | -17 | -126 | 1.00000 |
| POAH HERITAGE APARTMENTS LLC | |||||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 260255000 | AFFORDBLE HSG | RI | POAH INC | LLC | -62 | 650 | 1.00000 |
| POAH COCHECO PARK LLC | |||||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 562606374 | AFFORDBLE HSG | NH | POAH INC | LLC | -19 | -60 | 1.00000 |
| poah oakland park llc | |||||||||||
| 40 court street | boston | MA | 02108 | 510427764 | affordble HSG | DE | poah inc | c-corp | -81 | 1.00000 | |
| poah belle maison llc | |||||||||||
| 40 court street | boston | MA | 02108 | 510427763 | affordble HSG | DE | poah inc | c-corp | 251 | 1.00000 | |
| poah crestview llc | |||||||||||
| 40 court street | boston | MA | 02108 | affordble HSG | IL | poah inc | c-corp | -43 | -1475 | 1.00000 | |
| POAH United Front Nine LLC | |||||||||||
| 40 Court Street | Boston | MA | 02108 | 263221289 | AFFORDABLE HSG | MA | POAH INC | C-Corp | -89 | -130906 | 1.00000 |
| POAH WCS Apartments LLC | |||||||||||
| 40 Court Street | Boston | MA | 02108 | 264512153 | AFFORDABLE HSG | IL | POAH INC | LLC | 271 | 271 | 1.00000 |
| POAH CROMWELL COURT LLC | |||||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 271170347 | AFFORDABLE HSG | MA | POAH INC | C CORP | -2 | -2 | 1.00000 |
| POAH RENAISSANCE APARTMENTS LLC | |||||||||||
| 40 COURT STREET 7TH FL | BOSTON | MA | 02108 | 451955853 | AFFORDABLE HSG | IL | POAH INC | C CORP | -9 | -9 | 1.00000 |
| CLAY POND RENTAL LLC | |||||||||||
| 40 COURT STREET SUITE 700 | BOSTON | MA | 02108 | 275008032 | AFFORDABLE HSG | MA | POAH INC | C CORP | 5759551 | 1.00000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| 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 | false | 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 | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| distributions from poah llc were made | ||
| to the organization | ||
| R | 420646 | cash value |
| POAH Inc Contributed to POAH LLC | ||
| B, Q | 324114 | cash value |
| POAH LLC HAS PLEDGED A LOAN RECEIVABLE IN | ||
| SUPPORT OF POAH INC's ACTIVITIES | ||
| E | ||