2011-11-14T16:39:44-06:00 2010-12-31 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2010-01-01 431141027 URBAN STRATEGIES INC URBA 3144214200 720 OLIVE STREET SUITE 2600 SAINT LOUIS MO 631012334 SANDRA MOORE 2011-11-11 3142903300 2010 2016-03-07 17:11:31Z SANDRA MOORE 720 OLIVE STREET SUITE 2500 ST LOUIS MO 63101 6662655 false X www.urbanstrategiesinc.org X 1978 MO URBAN STRATEGIES DEVELOPS, COORDINATES, AND IMPLEMENTS COMMUNITY SUPPORTIVE SERVICE PLANS THAT SEEK TO PROVIDE CRITICAL SOCIAL SERVICES FOR LOW-INCOME RESIDENTS OF URBAN CORE COMMUNITIES. 5 5 59 20 0 0 2163320 3417362 2483277 3180450 589 0 112044 64843 4759230 6662655 661765 1819428 0 0 1731131 2148978 239963 0 66736 2051876 1780426 4684735 5748832 74495 913823 4007076 4408178 1031926 778792 2975150 3629386 X URBAN STRATEGIES DEVELOPS, COORDINATES, AND IMPLEMENTS COMMUNITY SUPPORTIVE SERVICE PLANS THAT SEEK TO PROVIDE CRITICAL SOCIAL SERVICES (INCLUDING JOB TRAINING, ACCESS TO QUALITY HEALTHCARE, IMPROVED EDUCATION AND YOUTH ACTIVITIES) FOR LOW-INCOME RESIDENTS OF URBAN CORE COMMUNITIES (PRIMARILY IN THE VICINITY OF PUBLIC HOUSING). true false 694079 367628 0 NONPROFIT CAPACITY BUILDING PROGRAM: Urban Strategies received a Nonprofit Capacity Building Grant from the US Dept. of Health & Human Services which was used to provide seven (7) local not-for-profit agencies in New Orleans with a total of $367,628 in subgrants in 2010, along with group trainings in areas such as governance and finance, plus one-on-one technical assistance. 608556 0 606623 CJ Peete Community & Supportive Services Program: This program is part of a HOPE VI redevelopment of the CJ Peete public housing community in New Orleans, LA and provides a comprehensive set of supportive services to residents, including outreach, case management, workforce development, youth development, and health programs, among others. As of December 31, 2010, there were 275 households with 681 total residents actively participating in the case management program. 226689 0 236303 Pueblo del Sol Community Center: Urban Strategies operates a 6000 square foot Community Center facility at the Pueblo del Sol mixed-income housing community in east central Los Angeles, offering programs and supportive services to residents of the 450 households living in Pueblo del Sol and also the surrounding neighborhoods. These programs include youth after-school recreational and mentoring programs, English as a second language, computer literacy, adult basic education, health and fitness, college readiness, and others. 212959 212959 59843 AFFORDABLE HOUSING - INTEREST 338841 338841 0 AFFORDABLE HOUSING - LOAN ABATEMENTS 570081 117151 873327 OTHER PLANNING PROGRAMS 2131916 585129 925495 OTHER INTEGRATED SERVICE DELIVERY PROGRAMS 28488 3121 36245 POLICY DEVELOPMENT PROGRAMS 460520 131556 161444 LEADERSHIP DEVELOPMENT AND SUSTAINABILITY 63043 35000 OTHER PROGRAM SERVICES 3742805 1451800 2091354 5272129 true true false false false false false false false true false true false true false true false false false false false false false false false false true false true false false false false false false false true false false false false false false false false false false true 88 0 true 59 true false false false false false false false false false false X 5 5 true false false false false false false true true false false true true true true true true false false false X SANDRA MOORE 3144214200 720 OLIVE SUITE 2600 St Louis MO 63101 RICHARD D BARON 0.5 X X 0 0 0 HILLARY B ZIMMERMAN 0.5 X X 0 0 0 CARL LANG 0.25 X 0 0 0 KARLA MCLUCAS 0.25 X 0 0 0 PAUL C BROPHY 0.25 X 0 0 0 SANDRA M MOORE 65.0 X 211447 0 22159 SUSAN GLASSMAN 60.0 X 124286 0 22075 ESTHER UNBONG SHIN 60.0 X 96092 0 3438 M WADE BAUGHMAN 55.0 X 87404 0 5839 519229 0 53511 2 false true false THE WHELAN GROUP 155 W 19TH STREET 3RD FLOOR NEW YORK NY 10011 CONSULTING 334570 CRAMER-KRASSELT CO DRAWER 975 MILWAUKEE WI 53259 MARKETING 133787 2 761276 2656086 3417362 COMMUNITY PLANNING 624200 873327 873327 INTEGRATED SERVICE DELIVERY 624200 1768421 1768421 LEADERSHIP / SUSTAINABILITY 624200 161444 161444 INTEREST 531390 306013 306013 POLICY DEVELOPMENT 541610 36245 36245 35000 35000 3180450 0 0 0 0 0 0 0 AMORTIZATION INCOME 531390 59843 59843 OTHER INCOME 900099 5000 5000 64843 6662655 3245293 1819428 1819428 0 0 0 545898 427455 101314 17129 0 1310338 1188975 117104 4259 19837 16093 3413 331 110495 90166 18704 1625 162410 137273 22913 2224 0 22858 18483 3989 386 17635 14260 3077 298 0 0 0 496529 380643 99299 16587 9100 8445 597 58 107998 105049 2688 261 0 0 83669 72738 9964 967 282444 274388 7343 713 0 0 0 0 19282 15591 3364 327 30959 27088 3529 342 COMMUNITY CENTER SUPPORT 511300 511300 TELEPHONE 61590 57619 3620 351 MISCELLANEOUS 57572 33854 3389 20329 BAD DEBT EXPENSE 37500 37500 COMPUTER SUPPLIES 24826 21708 2842 276 17164 14073 2818 273 5748832 5272129 409967 66736 33385 8953 129875 256759 382500 518717 812150 74046 6688 21796 67358 3303303 2880458 4007076 4408178 485675 209521 240000 180000 150000 150000 156251 239271 1031926 778792 X 2306435 2288841 668715 1340545 2975150 3629386 4007076 4408178 X 913823 -259587 X false true true X true true X 299115 1982000 6615970 2163320 3417362 14477767 2175645 2434182 1146246 2215642 2874437 10846152 2474760 4416182 7762216 4378962 6291799 25323919 200424 1827000 6063063 1945000 1845000 11880487 1088858 884705 29709 200824 421461 2625557 1289282 2711705 6092772 2145824 2266461 14506044 10817875 78140 88045 55571 268224 306013 795993 78140 88045 55571 268224 306013 795993 2552900 4504227 7817787 4647186 6597812 26119912 0.41416 0.35109 0.03047 0.02559 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9202 2828 6374 64844 3860 60984 67358 INTEREST RECEIVABLE 547505 F DEVELOPMENT LOANS 2332953 F 2880458 0 DUE TO MBS & AFFILIATES 239271 239271 6662655 5748832 913823 -71600 -187987 -259587 654236 6662655 6662655 6662655 6008419 71600 526828 598428 5409991 338841 338841 5748832 OTHER CHANGES IN NET ASSETS SCHEDULE D, PART XI, LINE 8 $(526,828) INCREASES IN RESERVE FOR PROGRAM RELATED INVESTMENT 338,842 RELEASE OF RESERVE FOR LOAN PRINCIPAL ABATED ----------- $(187,987) EXPENSES ON FINANCIAL STATEMENTS NOT ON 990 SCHEDULE D, PART XIII, LINE 2D RESERVE INCREASES ON NOTES RECEIVABLE (PROGRAM RELATED LOANS) EXPENSES ON 990 NOT ON FINANCIAL STATEMENTS SCHEDULE D, PART XIII, 4B PREVIOUSLY RESERVED PRINCIPAL AMOUNTS WERE NOT TREATED AS GRANT EXPENSE ON FINANCIAL STATEMENTS. FOR PURPOSES OF THE TAX RETUN, A PORTION OF THE RESERVE WAS INCLUDED IN INCOME (GROSS UP FOR FORM 990) AND OFFSET BY GRANT EXPENSE IN ORDER TO REFLECT THE VALUE (AT COST) GIVEN TO THE GRANTEE. ASC 740 (FORMERLY FIN 48) FOOTNOTE DISCLOSURE SCHEDULE D, PART X, LINE 2 The Organization follows accounting rules for uncertain tax positions, which require financial statement recognition of the impact of a tax position if a position is more likely than not of being sustained on audit, based on the technical merits of the position. The rules also provide guidance on measurement, derecognition, classification, interest and penalties, accounting in interim periods, transition, and disclosure requirements for uncertain tax positions. The Organization's tax returns for tax years 2007 and later remain subject to examination by taxing authorities. true EICHELBERGER PTRS #19 (NEIGH RENEWAL PTRS) 5825 GRAVOIS ST LOUIS MO 63116 731677907 159038 AFFORDABLE HOUSING - FORGIVENESS OF INTEREST AND PRINCIPAL UNDER THE TERMS OF A LOAN EICHELBERGER PTRS #1 (NEIGH RENEWAL PTRS) 5825 GRAVOIS ST LOUIS MO 63116 731677907 262727 AFFORDABLE HOUSING - FORGIVENESS OF INTEREST AND PRINCIPAL UNDER THE TERMS OF THE LOAN EICHELBERGER PTRS #2 (NEIGH RENEWAL PTRS) 5825 Gravois ST LOUIS MO 63116 731677907 130035 AFFORDABLE HOUSING - FORGIVENESS OF INTEREST AND PRINCIPAL UNDER THE TERMS OF THE LOAN EICHELBERGER PTRS #3 (NEIGH RENEWAL PTRS) 5825 GRAVOIS ST LOUIS MO 63116 731677907 900000 AFFORDABLE HOUSING - REHABILITATION FAMILIES HELPING FAMILIES 4118 FRANKLIN AVE NEW ORLEANS LA 70122 651296650 501(C)(3) 41918 CAPACITY BUILDING LA GREEN CORPS 925 LABARRE ROAD METAIRIE LA 70001 720456903 501(C)(3) 68000 CAPACITY BUILDING NEW ORLEANS VIDEO ACCESS CENTER 532 LOUIS STREET NEW ORLEANS LA 70117 237453854 501(C)(3) 39450 CAPACITY BUILDING OPERATION REACH 211 CARONDELET ST NEW ORLEANS LA 70130 721451613 501(C)(3) 54760 CAPACITY BUILDING RECONCILE NEW ORLEANS 1631 O C Haley Blvd NEW ORLEANS LA 70113 721341294 501(C)(3) 75000 Capacity Building YMCA YES PROGRAM 6691 Riverside Dr METAIRIE LA 70003 720423890 501(C)(3) 23500 CAPACITY BUILDING YOUTH EMPOWERMENT PROJECT 1600 O C Haley Blvd NEW ORLEANS LA 70113 421633060 501(C)(3) 65000 CAPACITY BUILDING 7 4 GRANT PROCEDURES SCHEDULE I, PART I, LINE 2 THE ORGANIZATION MAKES GRANTS ON A LIMITED BASIS TO SUPPORT PROJECTS THAT FALL CLEARLY WITHIN THE SCOPE OF THE ORGANIZATION'S MISSION AND PURPOSE, ARE INTEGRAL TO ACHIEVING A SPECIFIC PURPOSE, AND WHEN FUNDS ARE AVAILABLE FROM A FUNDER WHO HAS GRANTED THE ORGANIZATION THE DISCRETION TO USE THE FUNDS TO MAKE A GRANT TO A THIRD PARTY. WHEN THE ORGANIZATION RECEIVES A REQUEST FOR A GRANT, IT CAREFULLY EVALUATES THE QUALIFICATIONS OF THE PROPOSED GRANTEE, THE PURPOSE OF THE PROJECT, AND THE LIKELIHOOD THAT THE PROJECT WILL BE COMPLETED IF THE GRANT IS PROVIDED. THE ORGANIZATION ENTERS INTO A WRITTEN AGREEMENT SPECIFYING THE TERMS ON WHICH THE GRANT IS MADE AND MONITORS THE USE OF FUNDS THROUGH REGULAR CONTACT AND COLLABORATION WITH THE GRANTEE TO ENSURE USE IN ACCORDANCE WITH THAT AGREEMENT. X false true X false false false false false false false false false SANDRA M MOORE 211447 0 0 0 0 0 4524 0 17635 0 233606 0 0 0 TRAVEL SCH J PART I FIRST CLASS TRAVEL IS PROVIDED TO THE PRESIDENT AS A FREE UPGRADE BY THE AIRLINES OR IN CASES WHEN THE TRIP IS LONGER THAN 3 HOURS. MCCORMACK BARON SALAZAR ENTITY OFFICER IS A DIR 122126 COMMUNITY AND SUPPORT SERVICES false MCCORMACK BARON RAGAN ENTITY OFFICER IS A DIR 246543 PROGRAM SERVICES TO RESIDENTS false MCCORMACK BARON SALAZAR ENTITY OFFICER IS A DIR 60820 NEW BUSINESS SERVICES false MCCORMACK BARON SALAZAR MBS AFFIL SEE PART V 1804624 COMMUNITY AND SUPPORT SERVICES false TRANSACTIONS WITH AFFILIATES SCHEDULE L PART IV COMMUNITY AND SUPPORT SERVICES ARE PROVIDED TO LOCAL RESIDENTS. URBAN STRATEGIES RECEIVES FUNDING FOR THESE SERVICES VIA REAL ESTATE PARTNERSHIPS THAT MAY GENERALLY BE CONSIDERED AFFILIATES OF MCCORMACK BARON SALAZAR (MBS), HOWEVER, THERE IS NO SIGNIFICANT OWNERSHIP OF THE PARTNERSHIPS BY MBS. THEREFORE, URBAN STRATEGIES IS VOLUNTARILY DISCLOSING THESE ARRANGEMENTS IN THE AGGREGATE AS APPLICABLE BUSINESS TRANSACTIONS EVEN THOUGH IT MAY NOT BE REQUIRED TO DO SO. COMPLIANCE WITH CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST BOARD MEETING OF EACH YEAR, THE DIRECTORS ARE ASKED TO REVIEW AND COMPLETE DISCLOSURE FORMS AND THERE IS AN OPPORTUNITY FOR DISCUSSION OF ANY FINANCIAL INTERESTS THAT ARE DISCLOSED. GOVERNING BODY RELATIONSHIP DISCLOSURE FORM 990, PART VI, SECTION A, LINE 2 URBAN STRATEGIES INC. BOARD MEMBERS RICHARD BARON AND HILLARY ZIMMERMAN SHARE A BUSINESS RELATIONSHIP AS OFFICERS OF MCCORMACK BARON SALAZAR. HILLARY ZIMMERMAN IS EMPLOYED BY MBA PROPERTIES, OF WHICH RICHARD BARON IS A MAJOR STAKEHOLDER. RICHARD BARON AND HILLARY ZIMMERMAN ARE OFFICERS, DIRECTORS, AND SHAREHOLDERS OF MBA PROPERTIES, WHICH WHOLLY OWNS MCCORMACK BARON SALAZAR AND MCCORMACK BARON RAGAN, WITH WHICH THE ORGANIZATION DOES BUSINESS. RICHARD BARON IS A DIRECTOR OF US MEMPHIS HOPE, INC., OF WHICH S. MOORE AND S. GLASSMAN ARE OFFICERS AND WHICH DOES BUSINESS WITH URBAN STRATEGIES. CARL LANG IS A MEMBER OF THE LAW FIRM ROSENBLUM, GOLDENHERSH, SILVERSTEIN AND ZAFFT, WHICH DOES LEGAL WORK FOR MCCORMACK BARON SALAZAR, MCCORMACK BARON RAGAN AND, ON A LIMITED BASIS, URBAN STRATEGIES. REVIEW OF FORM 990 FORM 990, PART VI, SECTION B, LINE 11A THE 990 WILL BE SENT TO ALL DIRECTORS PRIOR TO THE FILING DEADLINE FOR REVIEW AND QUESTIONS. QUESTIONS WILL BE ADDRESSED BY THE PRESIDENT, COO, AND/OR SENIOR ACCOUNTANT. DETERMINATION OF OFFICER COMPENSATION FORM 990, PART VI, SECTION B, LINES 15A AND 15B THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE CHAIRPERSON OF THE BOARD IN CONSULTATION WITH THE OTHER BOARD MEMBERS. THE PROCESS INVOLVES CONSIDERATION OF ANNUAL PERFORMANCE OBJECTIVES SET BY THE CHAIRPERSON IN CONSULTATION WITH THE OTHER BOARD MEMBERS AND DISCUSSED WITH THE PRESIDENT BY THE CHAIRPERSON. THESE OBJECTIVES ARE AGREED UPON IN A WRITTEN MEMO. AT THE END OF EACH REPORTING PERIOD, THE PRESIDENT PREPARES A REPORT FOR THE CHAIRPERSON DESCRIBING THE PRESIDENT'S PERFORMANCE AGAINST THESE OBJECTIVES. THE CHAIRPERSON THEN ANALYZES THIS INFORMATION, CONSULTS WITH THE OTHER BOARD MEMBERS, AND THEN SETS THE PRESIDENT'S COMPENSATION FOR THE NEXT YEAR. A RECORD OF THE COMPENSATION DECISION IS DOCUMENTED IN BOTH THE HUMAN RESOURCES DEPARTMENT FILES AND THE CHAIRPERSON'S OWN PERSONNEL FILE FOR THE PRESIDENT. Compensation for other officers is determined by the President as part of the formal, annual performance evaluation process, which includes comprehensive written performance evaluations which are maintained in the Human Resource Department. These evaluations include discussion and documentation of accomplishments, strengths, and areas for improvement, goals for the coming year, and the amount of the salary adjustment, if any. AVAILABILITY OF DOCUMENTS FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILBABLE UPON WRITTEN REQUEST. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 In 2010, Urban Strategies began the implementation of the Nonprofit Capacity Building Program, a major new grant program in New Orleans, Louisiana, funded by the US Department of Health & Human Services. This program builds the capacity of small not-for-profit agencies serving the residents of Central City New Orleans by making a series of subgrants to these local agencies, monitoring their use of those funds, and providing technical support and assistance in their capacity building efforts. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 338,841 FORGIVENESS OF PRINCIPAL ON NOTE RECEIVABLE (526,828) RESERVE ON NOTES RECEIVABLE (71,600) IN-KIND DONATED SERVICES ----------- (259,587) OTHER CHANGES IN NET ASSETS AUDIT COMMITTEE FORMATION PART XII FINANCIAL STATEMENTS IN JUNE 2010, THE BOARD OF DIRECTORS APPROVED THE FORMATION OF AN AUDIT COMMITTTEE.