Totals
- Total revenue
- $147,676
- Total expenses
- $154,157
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $147,067
- Investment income
- $584
- Other revenue
- $25
- Total assets, end of year
- $910,209
- Total liabilities, end of year
- $71,061
- Net assets or fund balances, end of year
- $839,148
- Program services expenses (Part IX)
- $106,480
- Management and general expenses
- $47,677
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $106,480
Program services were 69.1% 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.
-
2a · Program service revenue: TENANT ASSISTANCE
total $105,523 · related or exempt $105,523
-
2b · Program service revenue: TENANT RENTAL INCOME
total $41,544 · related or exempt $41,544
-
3 · Investment income
total $584 · excluded $584
-
11a · Other revenue: TENANT CHARGES
total $25 · excluded $25
-
11e · Other revenue, total
$25
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $16,236 · management and general $16,236
-
11c · Fees: accounting
total $17,433 · management and general $17,433
-
11g · Fees: other
total $2,759 · management and general $2,759
-
13 · Office expenses
total $29 · management and general $29
-
16 · Occupancy
total $80,907 · program services $69,687 · management and general $11,220
-
22 · Depreciation, depletion and amortization
total $34,072 · program services $34,072
-
23 · Insurance
total $2,087 · program services $2,087
-
24a · Other expenses: LICENSES/TAXES/PERMITS
total $634 · program services $634
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $284 · end of year $6,586
-
2 · Savings and temporary cash investments
beginning of year $68,252 · end of year $46,209
-
4 · Accounts receivable
end of year $26,305
-
9 · Prepaid expenses and deferred charges
beginning of year $39,615 · end of year $46,381
-
10a · Land, buildings and equipment: cost or other basis
$1,406,036
-
10b · Land, buildings and equipment: accumulated depreciation
$621,308
-
10c · Land, buildings and equipment, net
beginning of year $817,382 · end of year $784,728
-
17 · Accounts payable and accrued expenses
beginning of year $8,623 · end of year $1,803
-
19 · Deferred revenue
beginning of year $619 · end of year $417
-
23 · Secured mortgages and notes payable
beginning of year $66,323 · end of year $66,323
-
25 · Other liabilities
beginning of year $4,339 · end of year $2,518
-
27 · Net assets without donor restrictions
beginning of year -$95,971 · end of year -$102,452
-
28 · Net assets with donor restrictions
beginning of year $941,600 · end of year $941,600
Mission and programs · 2022
Mission
PROVIDE LOW INCOME HOUSING FOR DISABLED INDIVIDUALS. THE CORPORATION OWNS AN 11 UNIT APARTMENT BUILDING THAT WAS FUNDED BY A GRANT FROM THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. TENANT RENTS ARE SUBSIDIZED BY PRAC SECTION 811 CONTRACT.
Activities or mission (Part I)
PROVIDE HOUSING FOR LOW INCOME DISABLED INDIVIDUALS.
-
THE CORPORATION WAS FORMED TO COMPLY WITH US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT REQUIREMENTS IN RESPECT TO FEDERAL SECTION 811 FUNDING TO PURCHASE AND RENOVATE ELEVEN HOUSING UNITS AT 1215 CATHERINE STREET IN KEY WEST FLORIDA. DURING THE YEAR, OCCUPANCY WAS AT 99.8% WITH LITTLE TURNOVER. BECAUSE KEY WEST IS AMONG THE HIGHEST COST OF HOUSING IN FLORIDA, THE NEED FOR LOW INCOME DISABLED HOUSING IS HIGH. TENANTS ARE ASSURED THEIR RENT AND UTILITIES WILL ONLY BE 30% OF THE INCOME THEY RECEIVE. GENERALLY TENANTS ARE DISABLED AND UNABLE TO WORK, SO THEY RECEIVE SOCIAL SECURITY AND DISABILITY INCOME. THE CORPORATION'S AFFILIATE, AH OF MONROE COUNTY, INC., PROVIDES ADDITIONAL SERVICES TO TENANTS TO ASSIST THEM IN MAINTAINING THEIR HEALTH AND QUALITY OF LIFE.
Expenses $106,480 · Revenue $147,067
As filed on the 2022 return.
Listed in Part VII
-
REBECCA BALCER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
LAURIE MCCHESNEY
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
NEIL CHAMBERLAIN
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
GREG OROPEZA
SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
JUAN BENITEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
DAVID CAMPBELL-O'DELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
CHRISTOPHER ELWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
DONNA FELDMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
JENNIFER HUGHES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
JACQUELINE LUTHA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
JOHN SPOTTSWOODIII
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
DAWN THORNBURGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
MARCUS VARNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
E SCOTT PRIDGEN
EXECUTIVE DIRECTOR
- Total calculated
- $187,353
- From this org
- $0
- From related orgs
- $173,779
- Other
- $13,574
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $166,000 related
- Bonus
- $0
- Other
- $0 + $7,779 related
- Deferred
- $0 + $5,224 related
- Nontaxable benefits
- $0 + $8,350 related
- Filer's total
- $0 + $187,353 related
-
ESNEIDE GOMEZ
DEPUTY DIRECTOR
- Total calculated
- $134,629
- From this org
- $0
- From related orgs
- $122,598
- Other
- $12,031
- Hours/week
- 2 + 38 related
-
MARK TISCHLER
DIRECTOR OF FINANCE
- Total calculated
- $120,600
- From this org
- $0
- From related orgs
- $101,681
- Other
- $18,919
- Hours/week
- 2 + 38 related
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
- A.H. OF MONROE COUNTY COMPENSATES ALL EXECUTIVES AND STAFF. A.H. OF MONROE COUNTY'S EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MAY NEGOTIATE A CONTRACT WITH THE EXECUTIVE DIRECTOR. THE NEGOTIATIONS CONSIDER COMPARABLE PAY DATA FOR SIMILAR POSITIONS IN MONROE COUNTY AND KEY WEST. THE NEGOTIATIONS ARE DOCUMENTED IN THE MINUTES OF THE EXECUTIVE COMMITTEE. THE TERMS OF THE CONTRACT INCLUDE COMPENSATIONS, TIME OFF, BENEFITS, AND INCENTIVE PAY. A VOTE BY THE FULL BOARD OF DIRECTORS IS REQUIRED TO APPROVE THE CONTRACT.
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.
-
1213 WILLIAM STREET CORPORATION
501(C)(3) · LOW INCOME HOUSING · FL
Directly controlled by AH OF MONROE COUNTY INC
-
501(C)(3) · SERVICE FOR AIDS/HIV · FL
-
AHI REAL ESTATE PROPERTIES INC
501(C)(3) · LOW INCOME HOUSING · FL
Directly controlled by AH OF MONROE COUNTY 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.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
POINCIANA ROYALE ASSOCIATES LTD
LOW INCOME HOUSING · FL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431349349301008
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