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← PWA COALITION OF DALLAS INC

Form 990 for tax year 2023

Filed by PWA COALITION OF DALLAS INC.

Totals

Total revenue
$6,390,675
Total expenses
$6,324,208
Contributions and grants received
$5,491,352
Grants paid
$0
Program service revenue
$646,887
Investment income
$237,702
Other revenue
$14,734
Total assets, end of year
$19,242,685
Total liabilities, end of year
$5,549,751
Net assets or fund balances, end of year
$13,692,934
Program services expenses (Part IX)
$5,431,742
Management and general expenses
$613,375
Fundraising expenses
$279,091
Program service expenses (Part III)
$5,431,742

Program services were 85.9% 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

    $109,687

  • 1e · Government grants (contributions)

    $4,824,595

  • 1f · All other contributions, gifts and grants

    $557,070

  • 1g · Noncash contributions included above

    $6,751

  • 2a · Program service revenue: RENTAL INCOME

    total $458,993 · related or exempt $458,993

  • 2b · Program service revenue: DEVELOPER FEES

    total $179,767 · related or exempt $179,767

  • 2c · Program service revenue: MANAGEMENT FEES

    total $8,127 · related or exempt $8,127

  • 3 · Investment income

    total $122,025 · excluded $122,025

  • 7a · Gross sales of assets other than inventory

    securities $206,187

  • 7b · Less cost or other basis and sales expenses

    securities $71,182 · other assets $19,328

  • 7c · Gain or loss

    securities $135,005 · other assets -$19,328

  • 7d · Net gain or loss

    total $115,677 · excluded $115,677

  • 8a · Fundraising events: gross income

    $0

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

    $109,687

  • 8b · Fundraising events: direct expenses

    $66,238

  • 8c · Net income from fundraising events

    total -$66,238 · excluded -$66,238

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $80,972 · related or exempt $80,972

  • 11e · Other revenue, total

    $80,972

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $322,627 · program services $274,233 · management and general $32,263 · fundraising $16,131

  • 7 · Other salaries and wages

    total $3,032,102 · program services $2,577,286 · management and general $303,211 · fundraising $151,605

  • 8 · Pension plan contributions

    total $158,759 · program services $134,945 · management and general $15,876 · fundraising $7,938

  • 9 · Other employee benefits

    total $638,508 · program services $542,732 · management and general $63,851 · fundraising $31,925

  • 10 · Payroll taxes

    total $256,084 · program services $219,550 · management and general $24,356 · fundraising $12,178

  • 11b · Fees: legal

    total $1,247 · program services $1,247

  • 11c · Fees: accounting

    total $37,574 · management and general $37,574

  • 11g · Fees: other

    total $97,708 · program services $78,292 · management and general $14,811 · fundraising $4,605

  • 12 · Advertising and promotion

    total $8,104 · program services $6,889 · management and general $405 · fundraising $810

  • 13 · Office expenses

    total $111,897 · program services $71,113 · management and general $11,648 · fundraising $29,136

  • 14 · Information technology

    total $44,155 · management and general $44,155

  • 16 · Occupancy

    total $948,267 · program services $904,449 · management and general $26,744 · fundraising $17,074

  • 17 · Travel

    total $40,651 · program services $23,751 · management and general $16,843 · fundraising $57

  • 19 · Conferences, conventions and meetings

    total $68,146 · program services $65,420 · management and general $1,363 · fundraising $1,363

  • 20 · Interest

    total $25,439 · program services $25,439

  • 22 · Depreciation, depletion and amortization

    total $102,180 · program services $94,626 · management and general $3,777 · fundraising $3,777

  • 23 · Insurance

    total $97,356 · program services $89,320 · management and general $8,036

  • 24a · Other expenses: FOOD PROGRAM

    total $208,212 · program services $204,048 · management and general $4,164

  • 24b · Other expenses: HOUSING SUPPLIES/SUPPOR

    total $108,345 · program services $101,555 · management and general $4,298 · fundraising $2,492

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $16,847 · program services $16,847

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,967,917 · end of year $656,660

  • 2 · Savings and temporary cash investments

    beginning of year $78,884 · end of year $115,117

  • 3 · Pledges and grants receivable

    beginning of year $857,314 · end of year $1,124,498

  • 9 · Prepaid expenses and deferred charges

    beginning of year $71,828 · end of year $80,945

  • 10a · Land, buildings and equipment: cost or other basis

    $5,483,911

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,714,471

  • 10c · Land, buildings and equipment, net

    beginning of year $3,513,884 · end of year $3,769,440

  • 11 · Investments: publicly traded securities

    beginning of year $2,368,317 · end of year $3,153,133

  • 15 · Other assets

    beginning of year $7,472,401 · end of year $10,342,892

  • 17 · Accounts payable and accrued expenses

    beginning of year $937,303 · end of year $321,254

  • 19 · Deferred revenue

    beginning of year $30,000 · end of year $30,000

  • 23 · Secured mortgages and notes payable

    beginning of year $1,700,431 · end of year $1,700,431

  • 24 · Unsecured notes and loans payable

    beginning of year $476,661 · end of year $0

  • 25 · Other liabilities

    beginning of year $984,812 · end of year $3,498,066

  • 27 · Net assets without donor restrictions

    beginning of year $12,300,858 · end of year $13,692,934

  • 28 · Net assets with donor restrictions

    beginning of year $900,480 · end of year $0

Mission and programs · 2023

Mission

TO CREATE, STRENGTHEN, AND SUSTAIN HEALTHY COMMUNITIES BY PROVIDING QUALITY, AFFORDABLE, SERVICE-ENRICHED HOUSING TO ECONOMICALLY DISADVANTAGED INDIVIDUALS AND FAMILIES WHO ARE LIVING WITH, IMPACTED BY, OR AT RISK FOR HIV/AIDS.

  • THE ORGANIZATION HAS GAINED AN EXCELLENT NATIONAL REPUTATION AS ONE OF THE FINEST HOUSING PROGRAMS FOR INDIVIDUALS, COUPLES, AND FAMILIES LIVING WITH HIV/AIDS BY RECEIVING A HUD BEST PRACTICES AWARD AND TWO METROPOLITAN LIFE FOUNDATION AWARDS FOR EXCELLENCE IN AFFORDABLE HOUSING. ASD IS THE LARGEST LICENSED PROVIDER OF SERVICE-ENRICHED HOUSING FOR PERSONS LIVING WITH HIV/AIDS IN TEXAS AND AMONG THE NATION'S LARGEST AIDS HOUSING PROVIDERS.ASD OPERATES FOUR SPECIAL CARE FACILITIES LICENSED BY THE DEPARTMENT OF STATE HEALTH SERVICES: EWING CENTER, REVLON APARTMENTS, HILLCREST HOUSE, AND SPENCER GARDENS. ASD HAS A LICENSED CAPACITY TO SERVE 225 MEN, WOMEN, AND CHILDREN IN 152 TOTAL BEDROOMS WITHIN 125 PRIVATELY CONFIGURED APARTMENTS.THE RESIDENTS AT EACH FACILITY ARE PROVIDED WITH A RANGE OF SEVICES DESIGNED TO REMOVE BARRIERS TO CARE AND EMPOWER THEM TO COPE WITH THE HIV/AIDS' CYCLICAL IMPACT. ASD'S PROGRAMS AND SERVICES MAKE A CONCERTED EFFORT OF ELIMINATING BARRIERS TO CARE FOR UNDERSERVED MINORITY AND VULNERABLE POPULATIONS.PERMANENT SUPPORTIVE HOUSING IS PROVIDED ON A 24-HOUR BASIS BY AS'S PERSONAL CARE AIDE STAFF (PCA'S). THIS PROGRAM OFFERS INDIVIDUAL CARE AND GENERAL HOUSEKEEPING SUPPORT AND EMOTIONAL SUPPORT FOR RESIDENTS WHO MUST DEVELOP COPING SKILLS NECESSARY TO LIVE WITH HIV/AIDS. IN 2023 ASD PROVIDED APPROXIMATELY 79,454 NIGHTS OF HOUSINGACCROSS ALL PROGRAMS TO MORE THAN 260 INDIVIDUALS.MEDICAL CASE MANAGEMENT PROVIDES RESIDENTS WITH ON-SITE REGISTERED NURSES WHO COORDINATE MEDICAL APPOINTMENTS, CLINICAL CARE, MEDICATION ASSISTANCE AND ADMINISTRATION, AND PRESCRIPTION DELIVERY WITH LOCAL HEALTH CARE PROVIDERS. IN 2023, ASD PROVIDED MORE THAN 8,517 UNITS OF MEDICAL CASE MANAGEMENTTO MORE THAN 260 INDIVIDUALS.FOOD SERVICES PROVIDE MORNING AND NOONDAY MEALS FOR ALL RESIDENTS, FIVE DAYS EACH WEEK. THE FOOD SERVICES PROGRAM ASSURES PROPER NUTRITION AND A HEALTHY DIET OF A POPULATION WITH SPECIAL NEEDS. IN 2023, ASD PROVIDED MORE THAN 39,964 MEALS TO MORE THAN 260 INDIVIDUALS. ASD HAS A ROBUST SUPPER CLUB PROGRAM WITH OVER 13,905 VOLUNTEER HOURS THAT PROVIDE OVER 17,183 EVENING MEALS.TRANSPORTATION SERVICES ARE PROVIDED TO RESIDENTS FOR HEALTH-RELATED TRIPS SUCH AS DOCTOR'S APPOINTMENTS AND SUPPORTIVE SERVICE TRIPS SUCH AS FOOD PANTRY, CLOTHING BANKS, ETC. IN 2023, ASD PROVIDED MORE THAN 3,835 TOTAL TRIPS TO MORE THAN 200 INDIVIDUALS.CRISIS INTERVENTION MANAGEMENT PROVIDED RESIDENTS WITH MENTAL ILLNESS WITH PSYCHOSOCIAL AND REHABILITATIVE SERVICES. THESE SERVICES INCLUDE ASSESSMENT, DEVELOPMENT AND MEASURABLE TREATMENT GOALS AND OBJECTIVES, REFERRAL LINKAGE, ADVOCACY, MONITORING, CRISIS INTERVENTION AND CONTINUITY OF CARE.ASD LAUNCHED A NEW INITIATIVE, ENTITLED SUPPORTING REPLICATION (SURE) OF HOUSING INTERVENTIONS IN THE RYAN WHITE HIV/AIDS PROGRAM, (REFERRED TO AS THE "SURE HOUSING" INITIATIVE). THE PURPOSE OF THE SURE HOUSING INITIATIVE IS TO IMPLEMENT AND ADAPT HOUSING-RELATED INTERVENTION STATEGIES FOR THE FOLLOWING THREE PRIORITY POPULATIONS OF PEOPLE WITH HIV EXPERIENCING UNSTABLE HOUSING, WHO OFTEN HAVE THE HIGHEST HIV-RELATED DISPARITIES: -YOUTH AND YOUNG ADULTS (AGES 18-24), -PEOPLE WITH LEGAL SYSTEM INVOLVEMENT AND, -LGBTQ+ PEOPLE. THE GOAL IS TO PROMOTE THE REPLICATION OF EFFECTIVE HOUSING DISPARITIES AND IMPROVE HEALTH OUTCOMES ALONG THE HIV CARE CONTINUM.ASD'S TRILOGY PROJECT (VOCATIONAL SERVICES) ASSISTS CLIENTS IN THREE REALMS OF LIFE; EDUCATION, EMPLOYMENT AND VOLUNTEERISM. THE GOAL OF THE PROGRAM IS TO GUIDE AND SUPPORT CLIENTS ALONG THEIR JOURNEY TOWARD SELF-SUFFICIENCY, WHILE UPHOLDING OUR COMMITMENT TO CLIENT CONFIDENTIALITY.OUTREACH TO THE HIV-INFECTED HOMELESS POPLULATION IN THE DALLS AREA FOR ALL FACILITIES IS PROVIDED THROUGH COLLABORATION BETWEEN ASD AND THE CITY OF DALLAS DEPARTMENT OF ENVIRONMENT AND HEALTH SERVICES.KIDS INSIDE/OUT LEARNING CENTER OFFERS ASD FAMILIES WITH AFTERSCHOOL SUPPORT THROUGH ON-SITE TUTORING TO THE STUDENTS LIVING HERE AT ASD.KIDS SUMMER CAMP PROVIDES A SIX-WEEK SUMMER PROGRAM FOR OUR YOUNGEST RESIDENTS. UTILIZING THE EXPERTISE OF OUR STAFF AND THE RICH VARIETY OF EXPERIENCES AVAILABLE WITHIN OUR COMMUNITY, ASD'S SUMMER PROGRAM COMPREHENSIVELY PROVIDES PARTICIPATING CHILDREN AND YOUNG ADULTS A VARIETY OF BENEFITS.OUR BEAUTIFY OUR SPACES PROGRAM INVITES GROUPS AND COMPANIES TO HELP RENOVATE AND IMPROVE LIVING CONDITIONS FOR ASD RESIDENTS. THESE PROJECTS DIRECTLY IMPACT INDIVIDUALS, FAMILIES AND CHILDREN WHO ARE ASD RESIDENTS, AFFECTED BY AND LIVING WITH HIV/AIDS.

    Expenses $5,431,742 · Revenue $727,859

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Aaron Waldo

    CHAIR

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Caleb Hand

    VICE- CHAIRMAN

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Harold Dede

    TREASURER

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Cari Davis

    SECRETARY

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • John Daugherty

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Jonathan Everidge

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Juan Martinez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Bradley McCrae

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Alfonzo Mendez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Eric Thomas

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Jasmine Thompson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Jonathan Thorne

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Yolanda Jones Nonvoting

    VICE PRESIDENT AND COO

    Total calculated
    $136,205
    From this org
    $115,970
    From related orgs
    $0
    Other
    $20,235
    Hours/week
    40 + 2 related

  • Traswell C Livingston III Nonvoting

    PRESIDENT AND CEO

    Total calculated
    $195,459
    From this org
    $154,404
    From related orgs
    $0
    Other
    $41,055
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $154,404
    Bonus
    $0
    Other
    $0
    Deferred
    $14,978
    Nontaxable benefits
    $26,077
    Filer's total
    $195,459

  • Bernie Keasler Nonvoting

    CFO

    Total calculated
    $161,827
    From this org
    $124,363
    From related orgs
    $0
    Other
    $37,464
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,363
    Bonus
    $0
    Other
    $0
    Deferred
    $11,387
    Nontaxable benefits
    $26,077
    Filer's total
    $161,827

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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • PWA HOLDINGS LLC

    ASSUME OWNERSHIP OF 511/515 LANCASTER AVE BUILDING · TX

  • ZAMORA MANAGEMENT LLC

    MANAGEMENT OF AFFORDABLE HOUSING OPPORTUNITIES · TX

    Directly controlled by PWA COALITION

Related partnerships

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

  • HILLCREST HOUSE PARTNERSHIP LTD

    LOW INCOME HOUSING · TX

Related corporations and trusts

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

  • SUPPORTIVE HOUSING II INC

    C · LOW-COST HOUSING · TX · 100% owned · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202423209349324482

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