Form 990 for tax year 2024
Filed by PLANNING OFFICE FOR URBAN AFFAIRS INC.
Totals
- Total revenue
- $3,507,605
- Total expenses
- $3,208,864
- Contributions and grants received
- $739,378
- Grants paid
- $483,810
- Program service revenue
- $5,087,696
- Investment income
- -$694,522
- Other revenue
- -$1,624,947
- Total assets, end of year
- $85,892,307
- Total liabilities, end of year
- $25,835,695
- Net assets or fund balances, end of year
- $60,056,612
- Program services expenses (Part IX)
- $2,546,990
- Management and general expenses
- $597,603
- Fundraising expenses
- $64,271
- Program service expenses (Part III)
- $2,546,990
Program services were 79.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
KEVIN TIERNEY SR
CHAIR OF BOARD
- Total calculated
- $0
- Hours/week
- 2
-
WILLIAM GROGAN
PRESIDENT
- Total calculated
- $365,128
- From this org
- $321,238
- From related orgs
- $0
- Other
- $43,890
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $278,238
- Bonus
- $43,000
- Other
- $0
- Deferred
- $12,792
- Nontaxable benefits
- $31,098
- Filer's total
- $365,128
-
GERALD D'AVOLIO
SECRETARY/CLERK/TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
PATRICK MCMAHON
TREASURER/TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MICHAEL VAUGHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
PATRICIA FOSTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MICHAEL MCCAFFREY
CFO
- Total calculated
- $180,406
- From this org
- $167,043
- From related orgs
- $0
- Other
- $13,363
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,043
- Bonus
- $14,000
- Other
- $0
- Deferred
- $5,596
- Nontaxable benefits
- $7,767
- Filer's total
- $180,406
-
WILLIAM ANDERSON
CFO
- Total calculated
- $3,365
- From this org
- $3,365
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
DEBORAH HACKETT
ACCOUNTING MANAGER
- Total calculated
- $140,169
- From this org
- $123,693
- From related orgs
- $0
- Other
- $16,476
- Hours/week
- 40
-
SHAINA KORMAN-HOUSTON
REAL ESTATE DIRECTOR
- Total calculated
- $173,779
- From this org
- $137,615
- From related orgs
- $0
- Other
- $36,164
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $131,615
- Bonus
- $6,000
- Other
- $0
- Deferred
- $5,495
- Nontaxable benefits
- $30,669
- Filer's total
- $173,779
-
MARY WAMBUI
ASSET MANAGER
- Total calculated
- $186,604
- From this org
- $155,214
- From related orgs
- $0
- Other
- $31,390
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $149,214
- Bonus
- $6,000
- Other
- $0
- Deferred
- $6,190
- Nontaxable benefits
- $25,200
- Filer's total
- $186,604
-
AMARILLYS RODRIGUEZ
SENIOR PROJECT MANAGER
- Total calculated
- $124,788
- From this org
- $108,937
- From related orgs
- $0
- Other
- $15,851
- 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
- 3 · Approval by the board or compensation committee
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
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
-
$475,000
DEVELOPMENT OF HOUSING FOR VICTIMS OF HUMAN TRAFFICKING AND SEXUAL EXPLOITATION.
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.
-
501(C)(3) · OWN AND OPERATE AFFORDABLE HOUSING · MA · controlled entity
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
501(C)(3) · OWN AND OPERATE AFFORDABLE HOUSING · MA · controlled entity
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
501(C)(3) · OWN AND OPERATE AFFORDABLE HOUSING · MA · controlled entity
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
501(C)(3) · OWN AND OPERATE HOMELESS SHELTER · MA · controlled entity
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
REAL ESTATE DEVELOPMENT · MA · income $62,312 · assets $5,452,533
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
REAL ESTATE DEVELOPMENT · MA · income $0 · assets $2,311,624
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
LOWELL SQUARE ASSOCIATES JOINT VENTURE
REAL ESTATE RENTAL · MA · income -$21,205 · assets $889,132
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
REAL ESTATE DEVELOPMENT · MA · income $5,572 · assets $362,608
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
INVESTMENT IN AFFORDABLE HOUSING · MA · income $4,276 · assets $4,890,699
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
135 LAFAYETTE MANAGING MEMBER LLC
INVESTMENT IN AFFORDABLE HOUSING · MA · income $0 · assets $0
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
INVESTMENT IN AFFORDABLE HOUSING · MA · income $0 · assets $0
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
INVESTMENT IN AFFORDABLE HOUSING · MA · income $0 · assets $0
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
INVESTMENT IN AFFORDABLE HOUSING · MA · income $0 · assets $0
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
INVESTMENT IN AFFORDABLE HOUSING · MA · income $0 · assets $0
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
INVESTMENT IN AFFORDABLE HOUSING · MA · income $0 · assets $0
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
TWENTY CHARLESGATE HOLDINGS LLC
REAL ESTATE DEVELOPMENT · MA · income -$1,298,940 · assets $14,165,538
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
INVESTMENT IN AFFORDABLE HOUSING · MA · income $34,606 · assets $0
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
INVESTMENT IN AFFORDABLE HOUSING · MA · income $0 · assets $0
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
REAL ESTATE DEVELOPMENT · MA · income $0 · assets $0
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
INVESTMENT IN AFFORDABLE HOUSING · MA · income $0 · assets $0
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
REAL ESTATE DEVELOPMENT · MA · income $0 · assets $4,268,224
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
INVESTMENT IN AFFORDABLE HOUSING · MA · income $0 · assets $0
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
INVESTMENT IN AFFORDABLE HOUSING · MA · income $0 · assets $0
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
REAL ESTATE DEVELOPMENT · MA · income $0 · assets $0
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
INVESTMENT IN AFFORDABLE HOUSING · MA · income $0 · assets $0
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 99.99% owned · share of income -$160,849 · share of assets $2,842,058 · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
ROLLINS SQUARE LIMITED PARTNERSHIP
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 99.99% owned · share of income $155,232 · share of assets $5,443,676 · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 99.99% owned · share of income -$136,044 · share of assets $5,263,587 · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 99% owned · share of income -$339,448 · share of assets $19,867,003 · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 99% owned · share of income $663,690 · share of assets $3,815,685 · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
OWN AND OPERATE AFFORDABLE HOUSING · MA
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 0.01% owned · share of income -$23 · share of assets $2,274,647 · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 0.01% owned · share of income -$32 · share of assets $1,704,689 · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
165 WINTER STREET APARTMENTS LLC
OWN AND OPERATE AFFORDABLE HOUSING · MA
-
OWN AND OPERATE AFFORDABLE HOUSING · MA
-
48 BOYLSTON STREET RESIDENTIAL LLC
OWN AND OPERATE AFFORDABLE HOUSING · MA
-
OWN AND OPERATE AFFORDABLE HOUSING · MA
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 0.01% owned · share of income -$60 · share of assets $2,567,668 · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
OWN AND OPERATE AFFORDABLE HOUSING · MA
-
OWN AND OPERATE AFFORDABLE HOUSING · MA
-
OWN AND OPERATE AFFORDABLE HOUSING · MA
-
WESTMINSTERWASHINGTONLIHTC LLC
OWN AND OPERATE AFFORDABLE HOUSING · MA
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 65% owned · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
OWN AND OPERATE AFFORDABLE HOUSING · MA
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 50% owned · share of income $275,409 · share of assets $5,659 · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 50% owned · share of income -$398,890 · share of assets $2,351,258 · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 50% owned · share of income $80,622 · share of assets $46,244 · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 99% owned · share of income -$38,436 · share of assets $6,258,823 · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 1% owned · share of income -$43,612 · share of assets $1,017,285 · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
OWN AND OPERATE AFFORDABLE HOUSING · MA
-
OWN AND OPERATE AFFORDABLE HOUSING · MA
-
OWN AND OPERATE AFFORDABLE HOUSING · MA
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 99.99% owned · share of income -$98,640 · share of assets $8,261,836 · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
RELATED · DEVELOP AFFORDABLE HOUSING · MA · 50% owned · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 99% owned · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
OWN AND OPERATE AFFORDABLE HOUSING · MA
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 99.99% owned · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
POUA-HH JV LLC
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 50% owned · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 100% owned · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 100% owned · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
RELATED · OWN AND OPERATE AFFORDABLE HOUSING · MA · 100% owned · general or managing partner
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
CHARLESGATE LIMITED PARTNERSHIP
OWN AND OPERATE AFFORDABLE HOUSING · MA
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · INVESTMENT IN AFFORDABLE HOUSING · MA · 100% owned · share of income $1 · controlled entity
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
C · INVESTMENT IN AFFORDABLE HOUSING · MA · 100% owned · share of income $74,533 · controlled entity
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
C · INVESTMENT IN AFFORDABLE HOUSING · MA · 100% owned · controlled entity
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
C · INVESTMENT IN AFFORDABLE HOUSING · MA · 100% owned · share of income $11,009 · controlled entity
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
165 WINTER STREET APARTMENTS MM LLC
C · INVESTMENT IN AFFORDABLE HOUSING · MA · 100% owned · share of income $1 · controlled entity
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
C · INVESTMENT IN AFFORDABLE HOUSING · MA · 79% owned · share of income $25,428 · controlled entity
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
48 BOYLSTON STREET RESIDENTIAL MM LLC
C · INVESTMENT IN AFFORDABLE HOUSING · MA
-
C · INVESTMENT IN AFFORDABLE HOUSING · MA · 100% owned · share of income $2 · controlled entity
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
C · INVESTMENT IN AFFORDABLE HOUSING · MA · 100% owned · share of income $9,404 · controlled entity
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
WESTMINSTERWASHINGTONLIHTC MANAGER LLC
C · INVESTMENT IN AFFORDABLE HOUSING · MA · 51% owned · share of income $22,598 · controlled entity
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
-
C · INVESTMENT IN AFFORDABLE HOUSING · MA
-
C · INVESTMENT IN AFFORDABLE HOUSING · MA
-
C · INVESTMENT IN AFFORDABLE HOUSING · MA
-
C · INVESTMENT IN AFFORDABLE HOUSING · MA
-
C · INVESTMENT IN AFFORDABLE HOUSING · MA · 100% owned · share of income -$491 · controlled entity
Directly controlled by PLANNING OFFICE FOR URBAN AFFAIRS INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503179349305960
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