Totals
- Total revenue
- $8,635,923
- Total expenses
- $7,908,866
- Contributions and grants received
- $5,084,781
- Grants paid
- $0
- Program service revenue
- $2,691,081
- Investment income
- $858,230
- Other revenue
- $1,831
- Total assets, end of year
- $20,179,026
- Total liabilities, end of year
- $14,461,582
- Net assets or fund balances, end of year
- $5,717,444
- Program services expenses (Part IX)
- $6,990,664
- Management and general expenses
- $741,844
- Fundraising expenses
- $176,358
- Program service expenses (Part III)
- $6,990,664
Program services were 88.4% 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
$124,084
-
1e · Government grants (contributions)
$3,642,409
-
1f · All other contributions, gifts and grants
$1,318,288
-
2a · Program service revenue: CONSULTING SERVICES INCOME
total $1,447,496 · related or exempt $1,447,496
-
2b · Program service revenue: RENTAL INCOME
total $829,614 · related or exempt $829,614
-
2c · Program service revenue: MANAGEMENT INCOME
total $333,092 · related or exempt $333,092
-
2d · Program service revenue: DEVELOPER FEES
total $80,879 · related or exempt $80,879
-
3 · Investment income
total $52,453 · excluded $52,453
-
7a · Gross sales of assets other than inventory
other assets $805,777
-
7c · Gain or loss
other assets $805,777
-
7d · Net gain or loss
total $805,777 · excluded $805,777
-
8a · Fundraising events: gross income
$2,900
-
8a · Fundraising events: contributions included on line 1c
$124,084
-
8b · Fundraising events: direct expenses
$14,103
-
8c · Net income from fundraising events
total -$11,203
-
11a · Other revenue: MISCELLANEOUS INCOME
total $13,034 · excluded $13,034
-
11e · Other revenue, total
$13,034
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $127,545 · program services $27,051 · management and general $39,584 · fundraising $60,910
-
7 · Other salaries and wages
total $3,458,111 · program services $3,069,707 · management and general $327,518 · fundraising $60,886
-
9 · Other employee benefits
total $629,284 · program services $534,844 · management and general $78,495 · fundraising $15,945
-
10 · Payroll taxes
total $308,460 · program services $268,340 · management and general $30,020 · fundraising $10,100
-
11b · Fees: legal
total $4,393 · program services $973 · management and general $3,420
-
11c · Fees: accounting
total $40,763 · management and general $40,763
-
11g · Fees: other
total $558,694 · program services $480,476 · management and general $78,218
-
12 · Advertising and promotion
total $3,611 · program services $235 · management and general $3,376
-
13 · Office expenses
total $399,915 · program services $347,982 · management and general $38,674 · fundraising $13,259
-
14 · Information technology
total $181,588 · program services $135,179 · management and general $39,969 · fundraising $6,440
-
16 · Occupancy
total $389,856 · program services $343,956 · management and general $37,307 · fundraising $8,593
-
17 · Travel
total $41,089 · program services $40,340 · management and general $709 · fundraising $40
-
19 · Conferences, conventions and meetings
total $3,298 · program services $2,988 · management and general $125 · fundraising $185
-
20 · Interest
total $24,619 · program services $24,485 · management and general $134
-
21 · Payments to affiliates
total $373,139 · program services $373,139
-
22 · Depreciation, depletion and amortization
total $327,482 · program services $327,482
-
23 · Insurance
total $74,728 · program services $56,196 · management and general $18,532
-
24a · Other expenses: CLIENT ASSISTANCE
total $962,291 · program services $957,291 · management and general $5,000
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $13,079 · end of year $5,967
-
2 · Savings and temporary cash investments
beginning of year $1,188,161 · end of year $4,235,758
-
3 · Pledges and grants receivable
beginning of year $409,677 · end of year $382,179
-
4 · Accounts receivable
beginning of year $2,958,886 · end of year $1,991,560
-
7 · Other notes and loans receivable
beginning of year $4,212,878 · end of year $4,512,878
-
9 · Prepaid expenses and deferred charges
beginning of year $140,506 · end of year $174,236
-
10a · Land, buildings and equipment: cost or other basis
$12,337,635
-
10b · Land, buildings and equipment: accumulated depreciation
$4,807,124
-
10c · Land, buildings and equipment, net
beginning of year $6,687,307 · end of year $7,530,511
-
13 · Investments: program-related
beginning of year $1,090,917 · end of year $1,002,676
-
14 · Intangible assets
beginning of year $11,864 · end of year $11,239
-
15 · Other assets
end of year $332,022
-
17 · Accounts payable and accrued expenses
beginning of year $321,237 · end of year $336,626
-
23 · Secured mortgages and notes payable
beginning of year $10,602,772 · end of year $10,765,771
-
25 · Other liabilities
beginning of year $777,638 · end of year $3,359,185
-
27 · Net assets without donor restrictions
beginning of year $4,966,628 · end of year $5,672,444
-
28 · Net assets with donor restrictions
beginning of year $45,000 · end of year $45,000
Mission and programs · 2022
Mission
OUR MISSION IS TO BUILD HEALTHY, SAFE AND INCLUSIVE SUPPORTIVE HOUSING COMMUNITIES AS A LONG-TERM SOLUTION TO HOMELESSNESS.
-
AVALON'S PROPERTY MANAGEMENT TEAM WORKS TO SUPPORT TENANTS BY BUILDING POSITIVE RELATIONSHIPS AND CREATING EVICTION PREVENTION PLANS FOR AT-RISK TENANTS. EXAMPLES OF OUR ENHANCED PROPERTY MANAGEMENT MODEL INCLUDE WEEKLY INSPECTIONS, PAYMENT PLANS, COMMUNITY MEETINGS AND CLOSE COORDINATION WITH OUR SUPPORT SERVICES TEAM.
Expenses $2,271,671 · Revenue $1,162,706
-
1. SUPPORTIVE SERVICES: PROVIDES CASE MANAGEMENT AND SUPPORT COORDINATION CATERED TO ADULTS AND FAMILIES WHO HAVE EXPERIENCED OR ARE CURRENTLY EXPERIENCING HOMELESSNESS THROUGH HOUSING STABILIZATION, GOAL PLANNING, SYSTEMS ADVOCACY, AND CRISIS INTERVENTION FOR PEOPLE LIVING ON AVALON PROPERTIES, IN ADDITION TO PROVIDING HOUSING ALTERNATIVES WITH AFFORDABLE HOUSING PARTNERS AND IN THE PRIVATE LANDLORD MARKET. THESE TEAMS TRAVEL ACROSS THE COUNTY ON A DAILY BASIS TO MEET CLIENTS IN THEIR HOMES IN ORDER TO PROVIDE INDIVIDUALIZED CARE THAT INCLUDES HOUSING STABILIZATION, GOAL PLANNING, CRISIS INTERVENTION, SUBSTANCE ABUSE RECOVERY SUPPORT, AND MEDICAL CASE MANAGEMENT ASSISTANCE. 2. MILLER MANOR SERVICES: PROVIDES COMPREHENSIVE ON-SITE SERVICES TO ADULTS IN A LARGE SINGLE-SITE DEVELOPMENT OWNED AND MANAGED BY THE ANN ARBOR HOUSING COMMISSION. OUR DIVERSE STAFF AT MILLER MANOR MANAGE A FRONT DESK AREA ON A 24/7 BASIS, COORDINATE A FOOD PANTRY ON-SITE, PRACTICE HARM REDUCTION WITH TENANTS, PROVIDE TRANSPORTATION WHEN NEEDED, AND COORDINATE SUPPORT AND SOCIAL GROUPS - SUCH AS GROUP LUNCHES, ART GROUPS, AND 12-STEP MEETINGS - WITHIN THE BUILDING. ADDITIONALLY, A HOME HEALTH AIDE AND PHYSICIAN ARE AVAILABLE ON-SITE TO MILLER MANOR TENANTS TO SUPPORT IMPROVED HEALTH OUTCOMES. 3. 411 N. ASHLEY HOUSE SERVICES: PROVIDES COMPREHENSIVE ON-SITE SERVICES TO ADULTS WITH SIGNIFICANT PHYSICAL AND BEHAVIORAL HEALTH NEEDS. MEDICATION MANAGEMENT IS A CRITICAL COMPONENT TO SERVICES RECEIVED. OUR STAFF AT N. ASHLEY HOUSE ARE RESPONSIBLE FOR MANAGING THE AGENCY-WIDE EMERGENCY TELEPHONE LINE SO THAT AVALON TENANTS ALWAYS HAVE SOMEONE TO TURN TO. ADDITIONALLY, IN-HOME CHORE SUPPORT SERVICES AND MEAL SERVICES ARE OFFERED TO TENANTS. THE HOME IS STAFFED ON A 24/7 BASIS. 4. COMMUNITY BUILDING SERVICES: AVALON'S UNIQUE COMMUNITY BUILDING TEAM BELIEVES A SENSE OF COMMUNITY IS INTEGRAL TO HOUSING STABILITY. THIS TEAM CREATES AND OFFERS OPPORTUNITIES FOR TENANTS TO ENGAGE WITH THEIR NEIGHBORS AND OTHER COMMUNITY MEMBERS. THE COMMUNITY BUILDING TEAM HOSTS WEEKLY FOOD PANTRIES, PLANS ANNUAL EVENTS FOR TENANTS, AND SUPPORTS AND EMPOWERS OUR TENANT LEADERSHIP COUNCIL. COMMUNITY CENTERS ARE AVAILABLE TO TENANTS FOR HOMEWORK, COMPUTER AND INTERNET USAGE, COPYING/SCANNING/PRINTING, COMMUNITY GATHERINGS, AND MORE. 5. OUTREACH SERVICES: PROVIDES RAPID REHOUSING AND ASSERTIVE HOUSING-FIRST BASED COMMUNITY OUTREACH AND CASE MANAGEMENT TO INDIVIDUALS WHO EXPERIENCE CHRONIC HOMELESSNESS. THE TEAM'S MAIN OBJECTIVES ARE TO ASSIST CLIENTS IN THE PRIVATE LANDLORD MARKET WITH OBTAINING AND MAINTAINING HOUSING, HELP CLIENTS ACHIEVE MEDICAL AND FINANCIAL STABILITY, AND CONNECT CLIENTS WITH COMMUNITY RESOURCES. AVALON'S OUTREACH TEAM ALSO COLLABORATES WITH PARTNER ORGANIZATIONS TO HOUSE CHRONICALLY HOMELESS INDIVIDUALS.
Expenses $4,312,142 · Revenue $1,447,496
-
AS A NONPROFIT REAL ESTATE DEVELOPER, AVALON DEVELOPS, RENOVATES, OWNS AND MANAGES UNITS OF SUPPORTIVE HOUSING SCATTERED ACROSS VARIOUS SITES IN WASHTENAW COUNTY. AVALON PROPERTIES ARE FINANCED WITH A COMPLEX MIX OF NON-TRADITIONAL SOURCES, INCLUDING LOW INCOME HOUSING TAX CREDITS, FEDERAL GRANTS AND RENT SUBSIDIES, TO REDUCE DEBT AND GUARANTEE PERMANENT AFFORDABILITY.
Expenses $406,851 · Revenue $80,879
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Barbara KesslerBARBARA KESSLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jim GroshJIM GROSH
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Gary BruderGARY BRUDER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 4 + 1 related
-
Allan NewmanALLAN NEWMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Margaret WongMARGARET WONG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeremy LapedisJEREMY LAPEDIS
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 2
-
Veronique LiemVERONIQUE LIEM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Alex ThomasALEX THOMAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Aubrey PatinoAUBREY PATINO
EXECUTIVE DI
- Total calculated
- $127,617
- From this org
- $127,545
- From related orgs
- $0
- Other
- $72
- Hours/week
- 40
-
Linda RexerLINDA REXER
SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Kelly MooreKELLY MOORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ryan HenyardRYAN HENYARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Cryss CampbellCRYSS CAMPBELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Masanari NoharaMASANARI NOHARA
DIRECTOR OF
- Total calculated
- $111,530
- From this org
- $106,057
- From related orgs
- $0
- Other
- $5,473
- Hours/week
- 40
-
Molly SmithMOLLY SMITH
DIRECTOR OF
- Total calculated
- $101,370
- From this org
- $101,298
- From related orgs
- $0
- Other
- $72
- 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.
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.
-
AVALON SECOND NONPROFIT HOUSING COR
501C3 · AFFORDABLE · MI · controlled entity
Directly controlled by AVALON NON
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.
-
CARROT WAY APARTMENTS L2019 LLC
AFFORDABLE · MI · income -$28,097 · assets $639,569
Directly controlled by AVALON NON
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
CARROT WAY APARTMENTS LDHA LP
AFFORDABLE · MI
-
PEAR STREET APARTMENTS LDHA LP
AFFORDABLE · MI
-
WILLIAM STREET APARTMENTS LDHA LP
RELATED · AFFORDABLE · MI · 99% owned · share of income $1,637 · share of assets $394,638
Directly controlled by AVALON NON
-
PAULINE APARTMENTS LDHA LP
AFFORDABLE · MI
-
WILLIAM STREET APARTMENTS LDHA LP
RELATED · AFFORDABLE · MI · 1% owned · share of income $17 · share of assets $3,986
Directly controlled by AVALON PAR
-
ARBORDALE APARTMENTS 2014 LDHA LP
AFFORDABLE · MI
-
SHARON ANN APARTMENTS LDHA LP
AFFORDABLE · MI
-
HICKORY WAY APARTMENTS LDHA LP
AFFORDABLE · MI
-
HICKORY WAY APARTMENTS II LDHA LP
AFFORDABLE · MI
-
HILLTOP VIEW APARTMENTS LDHA LP
AFFORDABLE · MI
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
AVALON PARTNERSHIPS INC
C CORP · AFFORDABLE · MI · 100% owned · share of income $55 · share of assets $89,223 · controlled entity
Directly controlled by AVALON NON
-
AVALON CARROT WAY PARTNERSHIP INC
C CORP · AFFORDABLE · MI · 100% owned · share of income -$3 · share of assets $49,805 · controlled entity
Directly controlled by AVALON NON
-
PEAR STREET APARTMENTS INC
C CORP · AFFORDABLE · MI · 100% owned · controlled entity
Directly controlled by AVALON NON
-
AVALON PAULINE APARTMENTS INC
C CORP · AFFORDABLE · MI · 100% owned · share of income -$23 · controlled entity
Directly controlled by AVALON NON
-
ARBORDALE APARTMENTS 2014 INC
C CORP · AFFORDABLE · MI · share of income -$5 · share of assets $46 · controlled entity
Directly controlled by AVALON NON
-
SHARON ANN APARTMENTS INC
C CORP · AFFORDABLE · MI · 100% owned · share of income -$7 · controlled entity
Directly controlled by AVALON NON
-
HICKORY WAY APARTMENTS INC
C CORP · AFFORDABLE · MI · 100% owned · share of income -$31 · share of assets $126,513 · controlled entity
Directly controlled by AVALON NON
-
HICKORY WAY APARTMENTS II GP LLC
C CORP · AFFORDABLE · MI · 100% owned · share of income -$30 · share of assets $240,536 · controlled entity
Directly controlled by AVALON NON
-
HILLTOP VIEW APARTMENTS GP LLC
C CORP · AFFORDABLE · MI · 100% owned · share of income -$129 · share of assets $19,971 · controlled entity
Directly controlled by AVALON NON
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 11 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202302869349300020
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