2014-04-11T10:18:06-05:00 2013-08-31 231144520 TAIT WELLER & BAKER LLP 1818 MARKET STREET SUITE 2400 PHILADELPHIA PA 19103 990 2012-09-01 232031321 ROBERT SALIGMAN HOUSE ROBE 2156736446 8900 ROOSEVELT BLVD PHILADELPHIA PA 19115 JAY WEINSTEIN 2156736446 2014-04-11 1 STACY CULLEN P00974308 2159798800 2014-04-09 2012 2015-11-30 17:44:51Z JAY WEINSTEIN 8900 ROOSEVELT BLVD PHILADELPHIA PA 19115 1873001 0 X WWW.FEDERATIONHOUSING.ORG X 1985 PA PROVIDE SAFE, AFFORDABLE AND WELL MANAGED HOUSING TO LOW-INCOME SENIORS. 41 41 21 41 0 0 0 0 1829660 1855423 26397 17578 0 0 1856057 1873001 0 0 0 0 389278 396765 0 0 0 1787696 1904150 2176974 2300915 -320917 -427914 9232351 8863608 3874035 3945183 5358316 4918425 X TO PROVIDE AFFORDABLE HOUSING OPPORTUNITIES FOR LOW-INCOME SENIORS WHO ARE ABLE TO SUSTAIN THEMSELVES IN AN INDEPENDENT LIVING ENVIRONMENT, TO CREATE FACILITIES WHERE OUR RESIDENTS CAN RESIDE AND SOCIALIZE WHILE MAINTAINING A HIGH QUALITY OF LIFE AND ACTIVITY, AND TO HAVE OUR FACILITIES AVAILABLE TO AS MANY SENIORS AS POSSIBLE BY DEVELOPING ADDITIONAL BUILDINGS IN THE PHILADELPHIA AND SURROUNDING SUBURBS. 0 0 2099263 1855423 TO PROVIDE AFFORDABLE HOUSING OPPORTUNITIES FOR LOW-INCOME SENIORS , WHO SUSTAIN THEMSELVES IN INDEPENDENT LIVING. 2099263 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 21 1 0 0 0 0 0 0 0 0 0 0 X 41 41 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 X FEDERATION HOUSING INC 2156736446 8900 ROOSEVELT BLVD PHILADELPHIA PA 191155060 LEW ABEL 1.00 X 0 0 0 BRETT ALTMAN 1.00 X X 0 0 0 HOWARD GROSSMAN 1.00 X 0 0 0 BENNETT BROAD 1.00 X 0 0 0 ROBERT CASSWAY 1.00 X 0 0 0 MICHAEL DAVIDSON ESQ 1.00 X 0 0 0 STEPHEN FELDMAN 1.00 X 0 0 0 FLORRIE FISHER 1.00 X 0 0 0 SUSAN FREEDMAN ESQ 1.00 X 0 0 0 JEROME GLICKMAN 1.00 X 0 0 0 MITCHELL GOLDENBERG 1.00 X 0 0 0 SAMUEL GOLDSTEIN 1.00 X 0 0 0 RICHARD GREEN 1.00 X 0 0 0 FRANK HAAZESQ 1.00 X X 0 0 0 JERRY HELLMANN 1.00 X 0 0 0 JEROME KLINE ESQ 1.00 X 0 0 0 WILLIAM LANDSBURG ESQ 1.00 X 0 0 0 MARVIN LEVIN 1.00 X 0 0 0 ALAN LINDY 1.00 X 0 0 0 EDWARD TANNEBAUM 1.00 X 0 0 0 BARRY LUDWIG 1.00 X 0 0 0 ALAN MARKOVITZ ESQ 1.00 X 0 0 0 MITCHELL MORGAN 1.00 X 0 0 0 DIANA MYERS 1.00 X 0 0 0 REBECCA J PEIKES 1.00 X 0 0 0 FRANK PODIETZ 1.00 X 0 0 0 ROSLYN POLLACK 1.00 X 0 0 0 SAUL REIBSTEIN 1.00 X 0 0 0 JB REIBSTEIN 1.00 X 0 0 0 BERNARD ROTH 1.00 X 0 0 0 GARY RUBIN 1.00 X 0 0 0 IRA SALIGMAN 1.00 X X 0 0 0 AVALIE SAPERSTEIN 1.00 X 0 0 0 JERRY SOKOLOW 1.00 X 0 0 0 MICHAEL STEINBERG 1.00 X 0 0 0 FRANCINE TABAS 1.00 X 0 0 0 ROBERT TABAS 1.00 X 0 0 0 JAY WEINSTEIN 1.00 X X 0 0 0 LARRY WEISS 1.00 X 0 0 0 SUSAN WEISS 1.00 X X 0 0 0 SAMUEL ARONSON 1.00 X 0 0 0 ERIC NAFTULIN 1.00 X 0 138627 13914 0 138627 13914 0 0 1 0 0 TENANT ASSISTANCE PROG 531390 962115 962115 RENT 531390 825749 825749 UTILITY DISCOUNT 531390 40625 40625 RENT-REVENUE STORES AN 531390 17160 17160 LAUNDRY AND VENDING 531390 9353 9353 421 421 1855423 17578 17578 1873001 1855423 0 17578 312250 312250 53201 53201 31314 31314 179517 179517 283 283 21852 21852 850 850 29586 29586 2248 2248 233335 233335 501122 501122 58391 58391 UTILITIES 420067 420067 CONTRACT 248169 248169 ELDERLY AND CONGREGATE 78051 78051 SUPPLIES 62157 62157 68522 68522 2300915 2099263 201652 0 300 300 58236 41030 424 532 16133 24398 16554806 10685111 6141591 5869695 2781295 2702080 234372 225573 9232351 8863608 197930 378554 3580000 3490000 96105 76629 3874035 3945183 X -1789584 -2229475 7147900 7147900 5358316 4918425 9232351 8863608 -427914 -11977 0 X 0 1 X 1 1 1 X 1717455 1871275 1792572 1829660 1855423 9066385 1717455 1871275 1792572 1829660 1855423 9066385 0 0 0 9066385 119483 81105 34610 26397 17578 279173 119483 81105 34610 26397 17578 279173 1836938 1952380 1827182 1856057 1873001 9345558 0.97010 0.95870 0.02990 0.04130 X 100000 100000 11167276 7003155 4164121 3245419 2119095 1126324 1107159 854473 252686 934952 708388 226564 5869695 RESIDUAL RESERVE 783828 F REPLACEMENT RESERVE 545291 F BOND RESERVE 1372961 F 2702080 TENANT SECURITY DEPOSITS 68254 PREPAID REVENUE 8375 76629 X 1861024 -11977 -11977 1873001 0 1873001 2300915 0 2300915 0 2300915 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE PROJECT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE PROJECT REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS REFLECTED IN ITS FINANCIAL STATEMENTS, WITH REGARD TO ISSUES AFFECTING ITS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME AND RELATED MATTERS. THE PROJECT BELIEVES THAT IN THE EVENT OF AN EXAMINATION BY TAXING AUTHORITIES, THE PROJECT'S POSITIONS WOULD PREVAIL BASED UPON THE TECHNICAL MERITS OF SUCH POSITIONS. THEREFORE, THE PROJECT HAS CONCLUDED THAT NO TAX BENEFITS OR LIABILITIES ARE REQUIRED TO BE RECOGNIZED IN ACCORDANCE WITH THE ACCOUNTING INTERPRETATION. THE PROJECT'S FEDERAL INFORMATION RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THREE YEARS, INCLUDING THE FISCAL YEARS ENDING AUGUST 31, 2010, 2011 AND 2012, AS WELL AS THE RETURN TO BE FILED FOR THE YEAR ENDED AUGUST 31, 2013. 0 0 0 0 0 0 0 0 0 ERIC NAFTULIN 0 138627 0 0 0 0 0 13914 0 0 0 152541 0 0 FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS FRANCINE TABAS AND ROBERT TABAS ARE RELATED; DIRECTORS SAUL REIBSTEIN AND JB REIBSTEIN ARE RELATED. FORM 990, PART VI, SECTION A, LINE 3 FEDERATION HOUSING, INC. IS THE MANAGEMENT COMPANY OVERSEEING AND PERFORMING ADMINISTRATIVE DUTIES FOR THIS ENTITY. FORM 990, PART VI, SECTION B, LINE 11 THE TAX RETURN IS REVIEWED BY THE DIRECTOR OF FINANCE, EXECUTIVE VICE PRESIDENT AND THE AUDIT/ FINANCE COMMITTEE OF THE BOARD. THE RETURN IS MADE AVAILABLE TO THE ENTIRE BOARD BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SIGNED BY THE BOARD MEMBERS AND MONITORED BY THE EXECUTIVE VICE PRESIDENT, DIRECTOR OF FINANCE AND THE AUDIT/FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD MEMBERS REVIEW AND APPROVE OF COMPENSATION OF DIRECTORS, OFFICERS AND KEY EMPLOYEES BY TAKING INTO CONSIDERATION CASH AND NONCASH COMPENSATION, PERFORMANCE EVALUATION, EXPERIENCE, AND MARKET DATA. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FEDERATION HOUSING INC 8900 ROOSEVELT BLVD PHILADELPHIA PA 19115 232122054 HOUSING PA 501 (C) (3) 11B 0 FEDERATION APARTMENTS INC 8900 ROOSEVELT BLVD PHILADELPHIA PA 19115 231733766 HOUSING PA 501 (C) (3) 9 FEDERATION HOUSING INC 0 ARBOR HOUSE INC 8900 ROOSEVELT BLVD PHILADELPHIA PA 19115 232245941 HOUSING PA 501 (C) (3) 9 FEDERATION HOUSING INC 0 CENTER PARK II INC 8900 ROOSEVELT BLVD PHILADELPHIA PA 19115 233034775 HOUSING PA 501 (C) (3) 9 FEDERATION HOUSING INC 0 SHALOM APARTMENTS OF FEDERATION HOUSING 8900 ROOSEVELT BLVD PHILADELPHIA PA 19115 232068466 HOUSING PA 501 (C) (3) 9 FEDERATION HOUSING INC 0 MIRIAM AND ROBERT MRIEDER HOUSE INC 8900 ROOSEVELT BLVD PHILADELPHIA PA 19115 222634156 HOUSING PA 501 (C) (3) 9 FEDERATION HOUSING INC 0 BYBERRY ELDERLY ASSOCIATES LP 8900 ROOSEVELT BLVD PHILADELPHIA PA 19115 232918021 LOW- INCOME HOUSING PA FEDERATION HOUSING INC N/A 0 0 509 ASHBOURNE LP 8900 ROOSEVELT BLVD PHILADELPHIA PA 19115 260163157 LOW- INCOME HOUSING PA FEDERATION HOUSING INC N/A 0 0 CENTER PARK AFFORDABLE HOUSING LP 8900 ROOSEVELT BLVD PHILADELPHIA PA 19115 731686754 LOW-INCOME HOUSING PA FEDERATION HOUSING INC N/A 0 0 CENTER PARK GP INC 8900 ROSEVELT BLVD PHILADELPHIA PA 19115 731686751 MANAGEMENT OF FEDERALLY SUBSIDIZED HOUSING PROJECTS. PA FEDERATION HOUSING INC C 0 EPHRAIM GOLDSTEIN HOUSE 8900 ROSEVELT BLVD PHILADELPHIA PA 19115 232927365 MANAGEMENT OF FEDERALLY SUBSIDIZED HOUSING PROJECTS. PA FEDERATION HOUSING INC C 0 509 ASHBOURNE GP LLC 8900 ROSEVELT BLVD PHILADELPHIA PA 19115 460733864 MANAGEMENT OF FEDERALLY SUBSIDIZED HOUSING PROJECTS. PA FEDERATION HOUSING INC C 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0