Totals
- Total revenue
- $4,387,551
- Total expenses
- $4,179,307
- Contributions and grants received
- $404,984
- Grants paid
- $4,750
- Program service revenue
- $2,449,692
- Investment income
- $235,539
- Other revenue
- $1,297,336
- Total assets, end of year
- $52,432,698
- Total liabilities, end of year
- $23,362,417
- Net assets or fund balances, end of year
- $29,070,281
- Program services expenses (Part IX)
- $3,656,310
- Management and general expenses
- $522,997
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $3,656,310
Program services were 87.5% 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
$18,925
-
1e · Government grants (contributions)
$329,481
-
1f · All other contributions, gifts and grants
$56,578
-
2a · Program service revenue: RENT AND RENTAL MANAGEMENT FEES
total $1,586,892 · related or exempt $1,586,892
-
2b · Program service revenue: DEVELOPMENT FEES
total $862,800 · related or exempt $862,800
-
3 · Investment income
total $714,046 · excluded $714,046
-
7a · Gross sales of assets other than inventory
securities $11,337,018
-
7b · Less cost or other basis and sales expenses
securities $11,760,768 · other assets $54,757
-
7c · Gain or loss
securities -$423,750 · other assets -$54,757
-
7d · Net gain or loss
total -$478,507 · excluded -$478,507
-
8a · Fundraising events: gross income
$38,365
-
8a · Fundraising events: contributions included on line 1c
$18,925
-
8b · Fundraising events: direct expenses
$19,719
-
8c · Net income from fundraising events
total $18,646 · excluded $18,646
-
11a · Other revenue: OPERATING TRANSFERS
total $1,278,690 · related or exempt $1,278,690
-
11e · Other revenue, total
$1,278,690
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,750 · program services $4,750
-
5 · Compensation of officers, directors and key employees
total $777,549 · program services $659,363 · management and general $118,186
-
7 · Other salaries and wages
total $1,336,860 · program services $1,165,876 · management and general $170,984
-
8 · Pension plan contributions
total $88,364 · program services $68,632 · management and general $19,732
-
9 · Other employee benefits
total $270,363 · program services $209,991 · management and general $60,372
-
10 · Payroll taxes
total $145,014 · program services $135,153 · management and general $9,861
-
11b · Fees: legal
total $8,837 · program services $7,919 · management and general $918
-
11c · Fees: accounting
total $71,707 · management and general $71,707
-
11f · Fees: investment management
total $61,028 · management and general $61,028
-
11g · Fees: other
total $12,603 · program services $11,294 · management and general $1,309
-
12 · Advertising and promotion
total $18,278 · program services $18,095 · management and general $183
-
13 · Office expenses
total $100,687 · program services $99,680 · management and general $1,007
-
14 · Information technology
total $30,587 · program services $30,281 · management and general $306
-
16 · Occupancy
total $24,281 · program services $24,215 · management and general $66
-
17 · Travel
total $27,399 · program services $27,259 · management and general $140
-
19 · Conferences, conventions and meetings
total $26,645 · program services $25,851 · management and general $794
-
20 · Interest
total $17,630 · program services $17,630
-
22 · Depreciation, depletion and amortization
total $216,783 · program services $212,426 · management and general $4,357
-
23 · Insurance
total $30,749 · program services $30,506 · management and general $243
-
24a · Other expenses: REPAIRS AND MAINTENANCE
total $712,563 · program services $710,853 · management and general $1,710
-
24b · Other expenses: SOCIAL SERVICES
total $180,981 · program services $180,981
-
24c · Other expenses: PROPERTY EXPENSES
total $6,244 · program services $6,244
-
24e · All other expenses
total $9,405 · program services $9,311 · management and general $94
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,345,947 · end of year $3,289,148
-
2 · Savings and temporary cash investments
beginning of year $1,511,139 · end of year $2,268,242
-
4 · Accounts receivable
beginning of year $331,342 · end of year $347,553
-
7 · Other notes and loans receivable
beginning of year $3,048,803 · end of year $4,147,259
-
9 · Prepaid expenses and deferred charges
beginning of year $56,596 · end of year $109,470
-
10a · Land, buildings and equipment: cost or other basis
$6,344,234
-
10b · Land, buildings and equipment: accumulated depreciation
$2,151,094
-
10c · Land, buildings and equipment, net
beginning of year $3,734,047 · end of year $4,193,140
-
11 · Investments: publicly traded securities
beginning of year $17,078,425 · end of year $14,349,411
-
13 · Investments: program-related
beginning of year $21,722,634 · end of year $22,802,424
-
15 · Other assets
beginning of year $9,291,224 · end of year $926,051
-
17 · Accounts payable and accrued expenses
beginning of year $680,815 · end of year $514,374
-
19 · Deferred revenue
beginning of year $20,094 · end of year $10,388
-
23 · Secured mortgages and notes payable
beginning of year $27,845,014 · end of year $22,388,222
-
25 · Other liabilities
beginning of year $904,640 · end of year $449,433
-
27 · Net assets without donor restrictions
beginning of year $30,669,594 · end of year $29,070,281
Mission and programs · 2022
Mission
TO BUILD AND REVITALIZE COMMUNITIES WITH QUALITY, AFFORDABLE HOUSING, ACCESSIBLE SOCIAL SERVICES, AND A DEDICATION TO BEING POSITIVE AGENTS FOR CHANGE WITHIN THE COMMUNITY.
-
BUILD AND REVITALIZE COMMUNITIES WITH QUALITY, AFFORDABLE HOUSING, AND ACCESSIBLE SERVICES AND A DEDICATION TO BEING POSITIVE AGENTS FOR CHANGE WITHIN THE COMMUNITY AND THROUGHOUT THE STATE.
Expenses $1,897,535 · Grants $4,750 · Revenue $2,865,582
-
DEVELOPMENT OF AFFORDABLE HOUSING: RECEIVED A TAX CREDIT ALLOCATION FOR A 100-UNIT AFFORDABLE HOUSING DEVELOPMENT IN ALBUQUERQUE, NM, FOR FAMILIES AND INDIVIDUALS. CONSTRUCTION BEGAN IN 2020 AND WAS COMPLETED COMPLETED IN 2023. RECEIVED A TAX CREDIT ALLOCATION FOR A 56-UNIT AFFORDABLE HOUSING DEVELOPMENT IN HOBBS, NM, FOR INDIVIDUALS 55 YEARS AND OLDER. CONSTRUCTION BEGAN IN 2022 AND IS EXPECTED TO BE COMPLETED IN 2024.
Expenses $1,758,775 · Revenue $862,800
As filed on the 2022 return.
Listed in Part VII
-
Ron WallaceRON WALLACE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Renee Paisano TrujilloRENEE PAISANO TRUJILLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Beverlee McClureDR BEVERLEE MCCLURE
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.2 related
-
Lawrence ChavezLAWRENCE CHAVEZ
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.2 related
-
Kevin CaudillKEVIN CAUDILL
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Garret HennessyGARRET HENNESSY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Martin Andrew GarrisonMARTIN ANDREW GARRISON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeff ApodacaJEFF APODACA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Grant TaylorGRANT TAYLOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Holly M BarelaHOLLY M BARELA
SVP/CFO/COO
- Total calculated
- $225,238
- From this org
- $168,173
- From related orgs
- $0
- Other
- $57,065
- Hours/week
- 45 + 5 related
Schedule J breakdown matched by us
- Base
- $166,651
- Bonus
- $1,522
- Other
- $0
- Deferred
- $33,694
- Nontaxable benefits
- $23,371
- Filer's total
- $225,238
-
Michelle DenbleykerMICHELLE DENBLEYKER
SVP OF DEVELOPMENT
- Total calculated
- $232,223
- From this org
- $165,139
- From related orgs
- $0
- Other
- $67,084
- Hours/week
- 45 + 5 related
Schedule J breakdown matched by us
- Base
- $163,617
- Bonus
- $1,522
- Other
- $0
- Deferred
- $33,694
- Nontaxable benefits
- $33,390
- Filer's total
- $232,223
-
Augustine C BacaAUGUSTINE C BACA
PRESIDENT/CEO
- Total calculated
- $320,087
- From this org
- $247,825
- From related orgs
- $0
- Other
- $72,262
- Hours/week
- 45 + 5 related
Schedule J breakdown matched by us
- Base
- $232,212
- Bonus
- $4,536
- Other
- $11,077
- Deferred
- $43,721
- Nontaxable benefits
- $28,541
- Filer's total
- $320,087
-
Thaddeus LuceroTHADDEUS LUCERO
SVP BUSINESS DEVELOPMENT
- Total calculated
- $192,382
- From this org
- $149,881
- From related orgs
- $0
- Other
- $42,501
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $148,257
- Bonus
- $1,624
- Other
- $0
- Deferred
- $15,208
- Nontaxable benefits
- $27,293
- Filer's total
- $192,382
-
Rose Silva-SmithROSE SILVA-SMITH
SVP OF ASSET MANAGEMENT
- Total calculated
- $186,969
- From this org
- $144,301
- From related orgs
- $0
- Other
- $42,668
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $141,171
- Bonus
- $1,624
- Other
- $1,506
- Deferred
- $14,117
- Nontaxable benefits
- $28,551
- Filer's total
- $186,969
-
Page OllicePAGE OLLICE
DIRECTOR OF CONSTRUCTION MANAGEMENT
- Total calculated
- $120,442
- From this org
- $105,308
- From related orgs
- $0
- Other
- $15,134
- 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 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 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
- IN 2022, ALL EMPLOYEES RECEIVED A $1,500 BONUS IF EMPLOYED FOR THE ENTIRE YEAR. FOR EMPLOYEES THAT WERE WITH THE ORGANIZATION FOR LESS THAN ONE YEAR, THE $1,500 BONUS WAS PRORATED ON A PER MONTH BASIS.
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.
-
501(C)(3) · AFFORDABLE HOUSING · AZ · controlled entity
Directly controlled by YES HOUSING 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.
-
APPLE RIDGE APARTMENTS LP
AFFORDABLE HOUSING · NM · income $0 · assets $0
Directly controlled by YES CDT JV LLC
-
YES APPLE RIDGE APARTMENTS LLC
AFFORDABLE HOUSING · NM · income $0 · assets $0
Directly controlled by YES CDT JV LLC
-
BRENTWOOD GARDENS APARTMENTS LP
AFFORDABLE HOUSING · NM · income $0 · assets $0
Directly controlled by YES CDT JV LLC
-
YES BRENTWOOD GARDENS APTS LLC
AFFORDABLE HOUSING · NM · income $0 · assets $0
Directly controlled by YES CDT JV LLC
-
MONTANA MEADOWS APARTMENTS LP
AFFORDABLE HOUSING · NM · income $0 · assets $0
Directly controlled by YES CDT JV LLC
-
YES MONTANA MEADOWS APTS LLC
AFFORDABLE HOUSING · NM · income $0 · assets $0
Directly controlled by YES CDT JV LLC
-
WILDEWOOD APARTMENTS LP
AFFORDABLE HOUSING · NM · income $0 · assets $0
Directly controlled by YES CDT JV LLC
-
YES WILDEWOOD APARTMENTS LLC
AFFORDABLE HOUSING · NM · income $0 · assets $0
Directly controlled by YES CDT JV LLC
-
YES NSP LLC
AFFORDABLE HOUSING · NM · income $0 · assets $0
Directly controlled by YES HOUSING
-
YES LA HACIENDA LLC
AFFORDABLE HOUSING · NM · income $0 · assets $0
Directly controlled by YES HOUSING
-
NUEVO ATRISCO LAND HOLDING LLC
AFFORDABLE HOUSING · NM · income $0 · assets $0
Directly controlled by YES HOUSING
-
YES LIVE WORK LLC
WORKFORCE HOUSING · NM · income $0 · assets $0
Directly controlled by YES HOUSING
-
HOPE VILLAGE LLC
PERMANENT SUPPORTIVE HOUSING · NM · income $0 · assets $0
Directly controlled by YES HOUSING
-
CALLE CUARTA LIMITED PARTNERSHIP LLLP
AFFORDABLE HOUSING · NM · income $0 · assets $0
Directly controlled by YES HOUSING
-
YES CALLE CUARTA LLC
AFFORDABLE HOUSING · NM · income $0 · assets $0
Directly controlled by YES HOUSING
-
YES CALLE CUARTA RETAIL 1 LLC
COMMUNITY/MIXED USE DEVELOPMENT · NM · income $0 · assets $0
Directly controlled by YES HOUSING
-
YES CALLE CUARTA RETAIL 2 LLC
COMMUNITY/MIXED USE DEVELOPMENT · NM · income $0 · assets $0
Directly controlled by YES HOUSING
-
YES CALLE CUARTA LIVE-WORK LLC
WORKFORCE HOUSING · NM · income $0 · assets $0
Directly controlled by YES HOUSING
-
YES CALLE CUARTA TH LLC
SINGLE FAMILY HOUSING · NM · income $0 · assets $0
Directly controlled by YES HOUSING
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
BELLA VISTA TOWNHOMES LP
RELATED · AFFORDABLE HOUSING · NM · 0.01% owned · share of income -$27 · share of assets -$89,328 · general or managing partner
Directly controlled by YES BELLA VISTA LLC
-
YES - CDT JV LLC
RELATED · AFFORDABLE HOUSING · NM · 10% owned · share of income $66,955 · share of assets $1,399,510 · general or managing partner
Directly controlled by YES HOUSING INC
-
ROSWELL SUMMIT APARTMENTS LP
RELATED · AFFORDABLE HOUSING · NM · 0.01% owned · share of income -$14 · share of assets $536,703 · general or managing partner
Directly controlled by YES ROSWELL SUMMIT APARTMENTS LLC
-
YES DEMING MOUNTAIN VIEW APARTMENTS LIMITED PARTNERSHIP LLLP
RELATED · AFFORDABLE HOUSING · NM · 0.01% owned · share of income -$12 · share of assets $61,507 · general or managing partner
Directly controlled by YES MOUNTAIN VIEW APARTMENTS LLC
-
MESA DEL NORTE APARTMENTS LIMITED PARTNERSHIP LLLP
RELATED · AFFORDABLE HOUSING · NM · 0.01% owned · share of income -$7 · share of assets $159,480 · general or managing partner
Directly controlled by YES MESA DEL NORTE APARTMENTS LLC
-
CASITAS DE COLORES LLC
RELATED · AFFORDABLE HOUSING · NM · 0.01% owned · share of income -$28 · share of assets $351,586
Directly controlled by YES CASITAS LLC
-
GALLUP SUNSET HILLS APARTMENTS LLLP
RELATED · AFFORDABLE HOUSING · NM · 0.01% owned · share of income -$18 · share of assets $124,489 · general or managing partner
Directly controlled by YES SUNSET HILLS APARTMENTS LLC
-
NEW LEAF COMMUNITY LIMITED PARTNERSHIP LLLP
RELATED · AFFORDABLE HOUSING · NM · 0.01% owned · share of income -$21 · share of assets $68,004 · general or managing partner
Directly controlled by YES NEW LEAF COMMUNITY LLC
-
UR 205 SILVER LLC
RELATED · AFFORDABLE HOUSING · NM · 0.01% owned · share of income -$59 · share of assets $5,285,292 · general or managing partner
Directly controlled by YES IMPERIAL LLC
-
SOLAR VILLA APARTMENTS LIMITED PARTNERSHIP LLLP
RELATED · AFFORDABLE HOUSING · NM · 0.01% owned · share of income -$40 · share of assets $212,372 · general or managing partner
Directly controlled by YES SOLAR VILLA APARTMENTS LLC
-
SKYVIEW TERRACE LIMITED PARTERNSHIP LLLP
RELATED · AFFORDABLE HOUSING · NM · 0.01% owned · share of income -$41 · share of assets $89,274 · general or managing partner
Directly controlled by YES SKYVIEW TERRACE LLC
-
NUEVO ATRISCO APARTMENTS LIMITED PARTNERSHIP LLLP
RELATED · AFFORDABLE HOUSING · NM · 0.01% owned · share of income -$40 · share of assets $7,761,744 · general or managing partner
Directly controlled by YES NUEVO ATRISCO LLC
-
COPPER TERRACE LIMITED PARTNERSHIP LLLP
RELATED · AFFORDABLE HOUSING · NM · 0.01% owned · share of income -$39 · share of assets $2,299,006 · general or managing partner
Directly controlled by YES COPPER TERRACE LLC
-
WEST BERRY SENIOR APARTMENTS LLLP
RELATED · AFFORDABLE HOUSING · NM · 0.01% owned · share of assets $4,104,421 · general or managing partner
Directly controlled by YES WEST BERRY SENIOR APARTMENTS LLC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
YES OF ARIZONA LLC
C · AFFORDABLE HOUSING · NM · 100% owned · controlled entity
Directly controlled by YES HOUSING OF ARIZONA INC
-
YES BELLA VISTA LLC
C · AFFORDABLE HOUSING · NM · 100% owned · share of income -$27 · share of assets -$89,328 · controlled entity
Directly controlled by YES HOUSING INC
-
YES ROSWELL SUMMIT LLC
C · AFFORDABLE HOUSING · NM · 100% owned · share of income -$14 · share of assets $536,703 · controlled entity
Directly controlled by YES HOUSING INC
-
YES MOUNTAIN VIEW APARTMENTS LLC
C · AFFORDABLE HOUSING · NM · 100% owned · share of income -$12 · share of assets $61,507 · controlled entity
Directly controlled by YES HOUSING INC
-
YES MESA DEL NORTE APARTMENTS LLC
C · AFFORDABLE HOUSING · NM · 100% owned · share of income -$7 · share of assets $159,480 · controlled entity
Directly controlled by YES HOUSING INC
-
YES CASITAS APARTMENTS LLC
C · AFFORDABLE HOUSING · NM · 51% owned · share of income -$28 · share of assets $351,586 · controlled entity
Directly controlled by YES HOUSING INC
-
YES SUNSET HILLS APARTMENTS LLC
C · AFFORDABLE HOUSING · NM · 100% owned · share of income -$18 · share of assets $124,489 · controlled entity
Directly controlled by YES HOUSING INC
-
YES NEW LEAF COMMUNITY LLC
C · AFFORDABLE HOUSING · NM · 100% owned · share of income -$21 · share of assets $68,004 · controlled entity
Directly controlled by YES HOUSING INC
-
YES IMPERIAL LLC
C · AFFORDABLE HOUSING · NM · 100% owned · share of income -$59 · share of assets $5,285,292 · controlled entity
Directly controlled by YES HOUSING INC
-
YES SOLAR VILLA APARTMENTS LLC
C · AFFORDABLE HOUSING · NM · 100% owned · share of income -$40 · share of assets $212,372 · controlled entity
Directly controlled by YES HOUSING INC
-
YES SKYVIEW TERRRACE LLC
C · AFFORDABLE HOUSING · NM · 100% owned · share of income -$41 · share of assets $89,274 · controlled entity
Directly controlled by YES HOUSING INC
-
YES NUEVO ATRISCO LLC
C · AFFORDABLE HOUSING · NM · 100% owned · share of income -$40 · share of assets $7,761,744 · controlled entity
Directly controlled by YES HOUSING INC
-
YES COPPER TERRACE LLC
C · AFFORDABLE HOUSING · NM · 100% owned · share of income -$39 · share of assets $2,299,006 · controlled entity
Directly controlled by YES HOUSING INC
-
YES WEST BERRY SENIOR APARTMENTS LLC
C · AFFORDABLE HOUSING · NM · 100% owned · share of assets $4,104,421 · controlled entity
Directly controlled by YES HOUSING INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333189349311088
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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