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Nonprofiteer
← REGION 9 UAW HOUSING CORPORATION

Form 990 for tax year 2023

Filed by REGION 9 UAW HOUSING CORPORATION.

Totals

Total revenue
$5,479,241
Total expenses
$4,340,727
Contributions and grants received
$1,150,000
Grants paid
$40,454
Program service revenue
$2,448,087
Investment income
$1,881,154
Other revenue
$0
Total assets, end of year
$42,799,394
Total liabilities, end of year
$1,339,739
Net assets or fund balances, end of year
$41,459,655
Program services expenses (Part IX)
$4,017,447
Management and general expenses
$323,280
Fundraising expenses
$0
Program service expenses (Part III)
$4,017,447

Program services were 92.6% 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.

  • 1f · All other contributions, gifts and grants

    $1,150,000

  • 2a · Program service revenue: PARTNERSHIP INCOME

    total $1,269,520 · related or exempt $1,269,520

  • 2b · Program service revenue: MANAGEMENT FEES

    total $1,058,263 · related or exempt $1,058,263

  • 2c · Program service revenue: DATA PROCESSING FEES

    total $107,193 · related or exempt $107,193

  • 2d · Program service revenue: OTHER REVENUE

    total $13,111 · related or exempt $13,111

  • 3 · Investment income

    total $1,273,246 · related or exempt $516,479 · excluded $756,767

  • 7a · Gross sales of assets other than inventory

    securities $607,908

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

    securities $0

  • 7c · Gain or loss

    securities $607,908

  • 7d · Net gain or loss

    total $607,908 · excluded $607,908

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $40,454 · program services $40,454

  • 5 · Compensation of officers, directors and key employees

    total $1,124,761 · program services $1,002,930 · management and general $121,831

  • 7 · Other salaries and wages

    total $1,438,612 · program services $1,278,782 · management and general $159,830

  • 8 · Pension plan contributions

    total $209,027 · program services $209,027

  • 9 · Other employee benefits

    total $617,523 · program services $617,523

  • 10 · Payroll taxes

    total $262,470 · program services $262,470

  • 11b · Fees: legal

    total $17,096 · management and general $17,096

  • 11c · Fees: accounting

    total $6,700 · management and general $6,700

  • 11f · Fees: investment management

    total $8,010 · management and general $8,010

  • 11g · Fees: other

    total $36,793 · program services $26,980 · management and general $9,813

  • 12 · Advertising and promotion

    total $518 · program services $518

  • 13 · Office expenses

    total $18,768 · program services $18,768

  • 14 · Information technology

    total $7,631 · program services $7,631

  • 17 · Travel

    total $63,934 · program services $63,934

  • 19 · Conferences, conventions and meetings

    total $70,312 · program services $70,312

  • 22 · Depreciation, depletion and amortization

    total $78,238 · program services $78,238

  • 23 · Insurance

    total $41,503 · program services $41,503

  • 24a · Other expenses: BOARD MEMBER EXPENSE

    total $58,335 · program services $58,335

  • 24b · Other expenses: EQUIPMENT EXPENSE

    total $41,835 · program services $41,835

  • 24c · Other expenses: REAL ESTATE TAXES

    total $27,386 · program services $27,386

  • 24d · Other expenses: TELEPHONE

    total $25,008 · program services $25,008

  • 24e · All other expenses

    total $145,813 · program services $145,813

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $705,214 · end of year $495,527

  • 2 · Savings and temporary cash investments

    beginning of year $9,858,632 · end of year $15,581,104

  • 4 · Accounts receivable

    beginning of year $186,755 · end of year $397,523

  • 7 · Other notes and loans receivable

    beginning of year $12,529,621 · end of year $11,700,761

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,184,077 · end of year $15,927

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

    $2,490,714

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

    $791,982

  • 10c · Land, buildings and equipment, net

    beginning of year $1,776,970 · end of year $1,698,732

  • 11 · Investments: publicly traded securities

    beginning of year $6,474,571 · end of year $4,478,656

  • 13 · Investments: program-related

    beginning of year $5,673,088 · end of year $4,678,027

  • 15 · Other assets

    beginning of year $2,817,500 · end of year $3,753,137

  • 17 · Accounts payable and accrued expenses

    beginning of year $223,579 · end of year $653,480

  • 25 · Other liabilities

    beginning of year $689,129 · end of year $686,259

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $40,293,720 · end of year $41,459,655

Mission and programs · 2023

Mission

TO DEVELOP AND OPERATE AFFORDABLE HOUSING FOR FAMILIES AND THE ELDERLY AND TO OVERSEE THE COMPLETED COMMUNITIES.

  • TO DEVELOP AND OPERATE AFFORDABLE HOUSING FOR FAMILIES AND THE ELDERLY AND OVERSEE THE OPERATIONS OF THE COMMUNITIES. CURRENTLY THE COMMUNITIES HAVE A TOTAL OF 1,164 RENTAL UNITS.

    Expenses $4,017,447 · Grants $40,454 · Revenue $2,964,566

As filed on the 2023 return.

Listed in Part VII

  • Daniel Antonellis

    PRESIDENT

    Total calculated
    $210,384
    From this org
    $205,353
    From related orgs
    $0
    Other
    $5,031
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $204,353
    Bonus
    $0
    Other
    $1,000
    Deferred
    $500
    Nontaxable benefits
    $4,531
    Filer's total
    $210,384

  • Thomas C Fricano

    VICE PRESIDENT

    Total calculated
    $62,409
    From this org
    $61,444
    From related orgs
    $0
    Other
    $965
    Hours/week
    10 + 1 related

  • Michelle Gerber Kass

    VICE PRESIDENT

    Total calculated
    $62,706
    From this org
    $61,944
    From related orgs
    $0
    Other
    $762
    Hours/week
    10 + 1 related

  • Edmund Gerber Esq

    SEC./TREASURER

    Total calculated
    $64,156
    From this org
    $61,944
    From related orgs
    $0
    Other
    $2,212
    Hours/week
    10 + 1 related

  • Peter J Antonellis

    VICE PRESIDENT

    Total calculated
    $52,971
    From this org
    $52,971
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Mary F Carpenter

    DIRECTOR

    Total calculated
    $5,623
    From this org
    $5,500
    From related orgs
    $0
    Other
    $123
    Hours/week
    1 + 1 related

  • Susan Berlin

    DIRECTOR

    Total calculated
    $5,500
    From this org
    $5,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Mark Barbee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Scott Adams

    DIRECTOR

    Total calculated
    $6,123
    From this org
    $6,000
    From related orgs
    $0
    Other
    $123
    Hours/week
    1 + 1 related

  • Andrew L Gerber

    DIRECTOR

    Total calculated
    $6,123
    From this org
    $6,000
    From related orgs
    $0
    Other
    $123
    Hours/week
    1 + 1 related

  • Ellen Segal

    DIRECTOR

    Total calculated
    $6,123
    From this org
    $6,000
    From related orgs
    $0
    Other
    $123
    Hours/week
    1 + 1 related

  • Joseph Robinson

    DIRECTOR

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Ashley Fricano

    DIRECTOR

    Total calculated
    $6,062
    From this org
    $6,000
    From related orgs
    $0
    Other
    $62
    Hours/week
    1 + 1 related

  • Joseph Latoof

    CFO

    Total calculated
    $168,689
    From this org
    $165,695
    From related orgs
    $0
    Other
    $2,994
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,695
    Bonus
    $0
    Other
    $0
    Deferred
    $500
    Nontaxable benefits
    $2,494
    Filer's total
    $168,689

  • Mark Comroe

    DIR. OF DEVELOP

    Total calculated
    $170,631
    From this org
    $165,695
    From related orgs
    $0
    Other
    $4,936
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,695
    Bonus
    $0
    Other
    $0
    Deferred
    $500
    Nontaxable benefits
    $4,436
    Filer's total
    $170,631

  • Antonio Freitas

    DIR. PROP MGMT

    Total calculated
    $117,611
    From this org
    $113,224
    From related orgs
    $0
    Other
    $4,387
    Hours/week
    40

  • Holly Fox-Gargulo

    DIR. OF OPERATIONS

    Total calculated
    $116,783
    From this org
    $112,558
    From related orgs
    $0
    Other
    $4,225
    Hours/week
    40

  • Theresa Timian

    DIR. OF HUMAN RESOURCES

    Total calculated
    $104,648
    From this org
    $100,261
    From related orgs
    $0
    Other
    $4,387
    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 · Form 990 of other organizations
  • 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.

  • REGION 9 UAW IMPROVEMENTS LLC

    CONTRACTOR SERVICES-HOUSING INDUSTRY · NJ · income $1,269,520 · assets $336,180

    Directly controlled by REGION 9 UAW HOUSING CORP

  • R9 ASSOCIATED CONTRACTORS LLC

    CONTRACTOR SERVICES-HOUSING INDUSTRY · NJ · income $0 · assets $28,884

    Directly controlled by REGION 9 UAW HOUSING CORP

Related partnerships

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

  • PHILIPSBURG UAW HOUSING COMPANY LP

    LOW INCOME HOUSING · PA · 83.45% owned

  • NANTICOKE UAW HOUSING COMPANY LP

    LOW INCOME HOUSING · PA · 97% owned

  • PENNS COVE LLC

    LOW INCOME HOUSING · NJ · 99.99% owned · general or managing partner

  • JPF UAW URBAN RENEWAL HOUSING LLC

    LOW INCOME HOUSING · NJ · 99% owned

  • REGION 9 - CHM III LLC

    LOW INCOME HOUSING · NJ · 65% owned

Related corporations and trusts

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

  • KEYSTONE UAW HOUSING CORP

    C · LOW INCOME HOUSING · PA · 100% owned

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202522269349303162

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