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Nonprofiteer
← ALLIED HOUSING INC

Form 990 for tax year 2022

Filed by ALLIED HOUSING INC.

Totals

Total revenue
$619,115
Total expenses
$696,488
Contributions and grants received
$395,797
Grants paid
$0
Program service revenue
$238,310
Investment income
$8,937
Other revenue
-$23,929
Total assets, end of year
$2,759,078
Total liabilities, end of year
$391,202
Net assets or fund balances, end of year
$2,367,876
Program services expenses (Part IX)
$628,378
Management and general expenses
$51,784
Fundraising expenses
$16,326
Program service expenses (Part III)
$628,378

Program services were 90.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $159,982

  • 1f · All other contributions, gifts and grants

    $235,815

  • 2a · Program service revenue: MANAGEMENT FEE REVENUE

    total $238,800 · related or exempt $238,800

  • 2b · Program service revenue: INCOME FROM PARTNERSHI

    total -$490 · related or exempt -$490

  • 3 · Investment income

    total $8,937 · excluded $8,937

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $159,982

  • 8b · Fundraising events: direct expenses

    $42,332

  • 8c · Net income from fundraising events

    total -$42,332 · excluded -$42,332

  • 11a · Other revenue: OTHER INCOME

    total $18,403 · excluded $18,403

  • 11e · Other revenue, total

    $18,403

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $577,110 · program services $490,889 · management and general $73,466 · fundraising $12,755

  • 11g · Fees: other

    total $173,573 · program services $147,641 · management and general $22,096 · fundraising $3,836

  • 13 · Office expenses

    total $56,150 · program services $47,699 · management and general $7,212 · fundraising $1,239

  • 24a · Other expenses: TENANT ACTIVITIES

    total $62,692 · program services $53,326 · management and general $7,981 · fundraising $1,385

  • 24b · Other expenses: FUNDRAISING ADJUSTMENT

    total -$42,332 · management and general -$42,332

  • 24c · Other expenses: SALARY ADJUSTMENT

    total -$130,705 · program services -$111,177 · management and general -$16,639 · fundraising -$2,889

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $1,327,312

  • 2 · Savings and temporary cash investments

    beginning of year $273,679

  • 3 · Pledges and grants receivable

    beginning of year $81,200

  • 4 · Accounts receivable

    beginning of year $1,800

  • 11 · Investments: publicly traded securities

    beginning of year $808,547

  • 13 · Investments: program-related

    beginning of year $109,885 · end of year $109,395

  • 15 · Other assets

    beginning of year $2,074,030 · end of year $1,322,371

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,085 · end of year $337,202

  • 25 · Other liabilities

    beginning of year $902,807 · end of year $54,000

  • 27 · Net assets without donor restrictions

    beginning of year $2,328,864 · end of year $2,321,649

  • 28 · Net assets with donor restrictions

    beginning of year $116,385 · end of year $46,227

Mission and programs · 2022

Mission

TO PROVIDE LIFE-ENRICHING EXPERIENCES TO OLDER ADULTS THROUGH A BROAD RANGE OF HOUSING AND SUPPORT SERVICES THAT REFLECT THE SPIRITUAL, SOCIAL, AND CULTURAL VALUES OF JEWISH TRADITION.

Activities or mission (Part I)

PROVIDE HOUSING AND SUPPORT SERVICES TO LOW INCOME SENIORS

  • ALLIED HOUSING, INC. OWNS A 1% INTEREST IN THREE APARTMENT BUILDINGS THAT PROVIDE LOW INCOME HOUSING AND SERVICES FOR THE ELDERLY IN DENVER, COLORADO. OUR GOAL IS TO SERVE OUR RESIDENTS AS WELL AS THE COMMUNITY THROUGH AN ON-SITE HEALTH AND WELLNESS CENTER OFFERING PHYSICAL THERAPY, EXERCISE AND HEALTHY LIVING CLASSES; MEDICAL CLINICS; AND PROVIDING EDUCATIONAL AND LIFE-ENRICHMENT PROGRAMS TO ACTIVE OLDER ADULTS THROUGH KAVOD ON THE ROAD.

    Expenses $628,378 · Revenue $238,310

As filed on the 2022 return.

Listed in Part VII

  • STEVE SUMMER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CONNELL SALTZMAN

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MOLLY ZWERDLINGER

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BRIAN BOTNICK

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHARON CAULFIELD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ELLEN ABRAMS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOE DUBROFF

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROB FRIEDMAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SCOTT FISHER

    MEMBER/AT-LARGE

    Total calculated
    $0
    Hours/week
    1

  • LIV RODI

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ONDALEE KLINE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOEY SIMON

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JAMIE SARCHE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GARY SALTZMAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAN SCHORR

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MELANIE SIEGEL

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID ZATERMAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALEXANDRA MANNERINGS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOAN BELDOCK

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • FRANCES STERN

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • YOLANDA WEBB

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RICK BOXER

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CARY CHAPMAN

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TED COOPER

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HAZEL MELMED

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JACQUELINE COOPER MELMED

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT LOUP

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LEE MENDEL

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MOREY PERLMUTTER

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHARON ROTH

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KIM SCHNEIDER MALEK

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MIKE SIDON

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ELAINE WOLF

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL KLEIN

    PRESIDENT/CEO

    Total calculated
    $276,327
    From this org
    $276,327
    From related orgs
    $0
    Other
    $0
    Hours/week
    10.5 + 34 related

    Schedule J breakdown matched by us

    Base
    $276,327
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $276,327

  • MIKE BELIEU

    CHIEF FINANCIAL OFFICER

    Total calculated
    $163,141
    From this org
    $155,709
    From related orgs
    $0
    Other
    $7,432
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,709
    Bonus
    $0
    Other
    $0
    Deferred
    $7,432
    Nontaxable benefits
    $0
    Filer's total
    $163,141

  • TRACY KAPAUN

    CHIEF OPERATING OFFICER

    Total calculated
    $137,641
    From this org
    $137,641
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE ORGANIZATION'S COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PERFORMANCES OF THE EXECUTIVE STAFF TO DETERMINE IF ADDITIONAL COMPENSATION IN THE FORM OF BONUSES WILL BE PAID. DURING CALENDAR YEAR ENDING DECEMBER 31, 2022, THE COMPENSATION COMMITTEE AWARDED THE PRESIDENT/CEO, CHIEF FINANCIAL OFFICER, AND THE CHIEF OPERATING OFFICER, A BONUS BASED ON REVIEW OF THEIR PERFORMANCES AND SERVICES TO THE ORGANIZATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ALLIED HOUSING EAST LLLP

    RELATED · PROVIDE LOW INCOME HOUSING TO THE ELDERLY · CO · 1% owned · share of income -$5,223 · share of assets $135,461 · general or managing partner

    Directly controlled by ALLIED HOUSING INC

  • ALLIED HOUSING SOUTH LLLP

    RELATED · PROVIDE LOW INCOME HOUSING TO THE ELDERLY · CO · 1% owned · share of income $1,492 · share of assets $69,777 · general or managing partner

    Directly controlled by ALLIED HOUSING INC

  • ALLIED HOUSING WEST LLLP

    RELATED · PROVIDE LOW INCOME HOUSING TO THE ELDERLY · CO · 1% owned · share of income $1,272 · share of assets $106,731 · general or managing partner

    Directly controlled by ALLIED HOUSING INC

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202313199349328001

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