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Nonprofiteer
← PARTNERSHIP HOUSING OF SOUTHWEST ALABAMA

Form 990 for tax year 2023

Filed by PARTNERSHIP HOUSING OF SOUTHWEST ALABAMA.

Totals

Total revenue
$351,417
Total expenses
$491,439
Contributions and grants received
$13,000
Grants paid
$0
Program service revenue
$318,141
Investment income
$4,632
Other revenue
$15,644
Total assets, end of year
$1,400,588
Total liabilities, end of year
$112,334
Net assets or fund balances, end of year
$1,288,254
Program services expenses (Part IX)
$491,439
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$491,439

Program services were 100.0% 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

    $13,000

  • 2a · Program service revenue: AFFORDABLE HOUSING

    total $250,038 · related or exempt $250,038

  • 2b · Program service revenue: HOME SALES

    total $66,000 · related or exempt $66,000

  • 2c · Program service revenue: PROPERTY MANAGEMENT IN

    total $2,103 · related or exempt $2,103

  • 3 · Investment income

    total $4,632 · excluded $4,632

  • 11a · Other revenue: OTHER REVENUE

    total $11,740 · related or exempt $11,740

  • 11b · Other revenue: LATE FEES

    total $3,725 · related or exempt $3,725

  • 11c · Other revenue: CREDIT CHECK

    total $179 · related or exempt $179

  • 11e · Other revenue, total

    $15,644

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $18,600 · program services $18,600

  • 7 · Other salaries and wages

    total $63,944 · program services $63,944

  • 8 · Pension plan contributions

    total $1,350 · program services $1,350

  • 9 · Other employee benefits

    total $14,286 · program services $14,286

  • 10 · Payroll taxes

    total $6,682 · program services $6,682

  • 11a · Fees: management

    total $9,000 · program services $9,000

  • 11b · Fees: legal

    total $4,170 · program services $4,170

  • 13 · Office expenses

    total $3,414 · program services $3,414

  • 16 · Occupancy

    total $21,488 · program services $21,488

  • 17 · Travel

    total $145 · program services $145

  • 20 · Interest

    total $1,151 · program services $1,151

  • 22 · Depreciation, depletion and amortization

    total $141,406 · program services $141,406

  • 23 · Insurance

    total $22,254 · program services $22,254

  • 24a · Other expenses: REPAIR AND MAINTENANCE

    total $103,684 · program services $103,684

  • 24b · Other expenses: COST OF CONSTRUCTION

    total $61,940 · program services $61,940

  • 24c · Other expenses: BAD DEBTS

    total $12,122 · program services $12,122

  • 24d · Other expenses: FAMILY SERVICES

    total $1,496 · program services $1,496

  • 24e · All other expenses

    total $4,307 · program services $4,307

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,931 · end of year $13,763

  • 2 · Savings and temporary cash investments

    beginning of year $108,990 · end of year $172,120

  • 4 · Accounts receivable

    beginning of year $9,551 · end of year $6,621

  • 8 · Inventories for sale or use

    beginning of year $23,068 · end of year $23,068

  • 9 · Prepaid expenses and deferred charges

    beginning of year $23,614 · end of year $6,749

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

    $1,860,036

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

    $681,769

  • 10c · Land, buildings and equipment, net

    beginning of year $1,345,159 · end of year $1,178,267

  • 15 · Other assets

    beginning of year $100 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,560 · end of year $1,496

  • 25 · Other liabilities

    beginning of year $72,577 · end of year $110,838

  • 27 · Net assets without donor restrictions

    beginning of year $1,428,276 · end of year $1,288,254

Mission and programs · 2023

Mission

THE CORPORATION ENGAGES IN ACTIVITIES TO PROVIDE QUALITY, SAFE, AFFORDABLE HOUSING TO LOW AND MODERATE INCOME INDIVIDUALS AND FAMILIES WITHIN MOBILE, BALDWIN, CLARKE, AND WASHINGTON COUNTIES OF THE STATE OF ALABAMA WHO LACK THE FINANCIAL AND OTHER REOURCES NECESSARY TO OBTAIN SUCH HOUSING WITHOUT ASSISTANCE PROVIDED BY THE CORPORATION.

  • PROVIDING AFFORDABLE HOUSING TO LOW TO MODERATE INCOME INDIVIDUALS AND FAMILIES

    Expenses $491,439 · Revenue $333,785

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

Listed in Part VII

  • Keith McCall

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Kelly Chism

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Lydia Edmonds

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Cindy Cruthirds

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Courtney Rouse - Heinz

    EXECUTIVE DIRECTOR

    Total calculated
    $106,029
    From this org
    $18,600
    From related orgs
    $72,218
    Other
    $15,211
    Hours/week
    10 + 30 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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202511349349307781

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