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← UPPER SOUTH STREET HOUSING DEVELOPMENT FUND COMPANY INC

Form 990 for tax year 2024

Filed by UPPER SOUTH STREET HOUSING DEVELOPMENT FUND COMPANY INC.

Totals

Total revenue
$408,410
Total expenses
$339,927
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$406,060
Investment income
$2,350
Other revenue
$0
Total assets, end of year
$844,964
Total liabilities, end of year
$1,197,347
Net assets or fund balances, end of year
-$352,383
Program services expenses (Part IX)
$302,851
Management and general expenses
$37,076
Fundraising expenses
$0
Program service expenses (Part III)
$302,851

Program services were 89.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LISA J MARCELLO

    PRESIDENT/CEO

    Total calculated
    $399,287
    From this org
    $0
    From related orgs
    $344,572
    Other
    $54,715
    Hours/week
    1 + 36.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $344,572 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $37,376 related
    Nontaxable benefits
    $0 + $17,339 related
    Filer's total
    $0 + $399,287 related

  • JESSICA THOMSEN

    CFO/TREASURER

    Total calculated
    $149,248
    From this org
    $0
    From related orgs
    $135,103
    Other
    $14,145
    Hours/week
    1 + 29 related

  • RICHARD YATES

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MELISSA WENDLAND

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

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

None.

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

The filer's explanations (Part III)

PART I, LINE 3
THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING COMPENSATION METHODS TO ESTABLISH EXECUTIVES AND OFFICERS' COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT CONSULTANT, EMPLOYMENT CONTRACT, COMPENSATION STUDY, APPROVAL BY THE BOARD.

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.

  • ROCKWOOD SENIOR HOUSING LLC

    RELATED · PROVIDING AFFORDABLE HOUSING TO SENIORS THROUGH A TAX- CREDIT STRUCTURE · NY · 0.01% owned · share of income -$26 · share of assets -$56

    Directly controlled by ROCKWOOD HOUSING COMPANY INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ROCKWOOD HOUSING COMPANY INC

    C · SOLE MANAGING MEMBER OF ROCKWOOD SENIOR HOUSING, LLC · NY · 100% owned · share of income -$26 · share of assets -$361 · controlled entity

    Directly controlled by ESLC

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202543179349302409

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