2023-09-21T15:11:21-05:00 2022-12-31 943108253 NOVOGRADAC & COMPANY LLP 3025 NORTH WOOSTER AVENUE DOVER OH 44622 990 2022-01-01 061697213 STEWARDS OF AFFORDABLE HOUSING FOR THE FUTURE STEW 2027375970 1120 G STREET NW 800 WASHINGTON DC 20005 ANDREA R PONSOR PRESIDENT & CEO 2027375970 2023-09-21 1 ANDREA PONSOR XXX-XX-XXXX 0 DAVID L CONWAY P00839993 3303655400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANDREA R PONSOR 750 9TH STREET NW SUITE 650 WASHINGTON DC 200014793 3744652 0 X WWW.SAHFNET.ORG X 2003 DC TO PROMOTE THE DEVELOPMENT AND PRESERVATION OF QUALITY AFFORDABLE HOUSING, TO EDUCATE THE PUBLIC, AND TO PROMOTE THE ROLE OF NONPROFIT ENTITIES IN THE DEVELOPMENT AND PRESERVATION OF AFFORDABLE HOUSING. 14 14 17 1 0 0 2813264 3274475 448413 465315 4244 4862 0 0 3265921 3744652 130000 0 0 0 1498646 1506185 0 0 36397 347604 907433 1976250 2413618 1289671 1331034 4750399 6803229 294900 1016696 4455499 5786533 SAHF'S MISSION IS TO ADVANCE THE CREATION AND PRESERVATION OF HEALTHY, SUSTAINABLE AFFORDABLE RENTAL HOMES THAT FOSTER EQUITY, OPPORTUNITY, AND WELLNESS FOR PEOPLE OF LIMITED ECONOMIC RESOURCES. 0 0 1895546 0 465315 TO PROMOTE THE DEVELOPMENT AND PRESERVATION OF QUALITY AFFORDABLE HOUSING, TO ENABLE RESIDENTS OF THAT HOUSING TO USE IT AS A PLATFORM TO IMPROVE THEIR LIVES, INCLUDING THROUGH THE COORDINATION OF RESIDENT SERVICES, TO EDUCATE THE PUBLIC, AND TO PROMOTE THE ROLE OF NONPROFIT ENTITIES IN THE DEVELOPMENT AND PRESERVATION OF AFFORDABLE HOUSING IN THE UNITED STATES. IN AID OF ITS MISSION, SAHF IS WORKING TO PROMOTE RESIDENT-CENTERED SYSTEMS APPROACHES TO DELIVERING SERVICES TO RESIDENTS OF AFFRODABLE HOUSING PROGRAMS AND HAS CREATED AND OPERATES THE CERTIFIED ORGANIZATION FOR RESIDENT ENGAGEMENT AND SERVICES PROGRAM TO PROVIDE A COMMON STANDARD AND RESOURCE FOR OWNERS, SERVICE PROVIDERS, FINANCIAL AND PHILANTHROPIC PARTNERS IN SEEKING TO SUPPORT HOUSING WITH SERVICES. 1895546 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 25 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 1 1 0 1 1 1 1 1 1 1 0 0 CA X NATIONAL AFFORDABLE HOUSING TRUST INC 6149172850 330 RUSH ALLEY SUITE 620 COLUMBUS OH 43215 JACQUELINE ALEXANDER DIRECTOR 2.00 X 0 0 0 KIMBERLY BLACK KING DIRECTOR 2.00 X 0 0 0 ISMAEL GUERRERO VICE CHAIR 2.00 X 0 0 0 AARON GORNSTEIN CHAIR 2.00 X X 0 0 0 PRIYA JAYACHANDRAN DIRECTOR 2.00 X 0 0 0 STEPHEN GREEN DIRECTOR 2.00 X 0 0 0 MICHELLE NORRIS CHAIR 2.00 X X 0 0 0 STUART HARTMAN DIRECTOR 2.00 X 0 0 0 BART MITCHELL DIRECTOR 2.00 X 0 0 0 DANA JOHNSON DIRECTOR 2.00 X 0 0 0 JEFFREY K REED DIRECTOR 2.00 X 0 0 0 DEIDRE LAL SCHMIDT DIRECTOR 2.00 X 0 0 0 THOMAS ADAMS DIRECTOR 2.00 X 0 0 0 KEN LOMBARD DIRECTOR 2.00 X 0 0 0 ANDREA R PONSOR CEO & PRESIDENT 40.00 X 275846 0 0 ALEXANDRA NASSAU-BROWNSTONE VP, RESIDENT OUTCOMES & CO 40.00 X 143038 0 0 ALTHEA HARRISON SENIOR VP, POLICY 40.00 X 133585 0 0 LAUREN WESTMORELAND VP, ENERGY & SUSTAINABILITY 40.00 X 143346 0 0 695815 0 0 4 0 1 0 0 189092 3085383 3274475 CONSULTING INCOME 531390 429582 429582 OTHER INCOME 531390 35733 35733 465315 4862 4862 3744652 465315 0 4862 X 695815 583659 101591 10565 535504 449188 78185 8131 64663 54240 9441 982 116572 97782 17020 1770 93631 78539 13670 1422 68067 32821 34902 344 386861 369255 6594 11012 16837 8118 8634 85 191054 57972 131783 1299 106082 96920 9073 89 8476 4087 4346 43 12198 3701 8414 83 32448 15645 16639 164 MISCELLANEOUS 27946 13475 14330 141 DUES AND SUBSCRIPTIONS 15246 7351 7818 77 TECH SUPPORT & MAINTENA 11504 3950 7480 74 TELEPHONE & INTERNET 9577 4618 4911 48 21137 14225 6844 68 2413618 1895546 481675 36397 4633767 6047846 49021 38093 18888 4785 79727 43202 48723 36525 0 675980 4750399 6803229 175800 237795 119100 68598 0 710303 294900 1016696 X 3506609 4108655 948890 1677878 4455499 5786533 4750399 6803229 1331034 0 X 0 1 X 1 0 X 1577544 1545551 5616070 2813264 3274475 14826904 1577544 1545551 5616070 2813264 3274475 14826904 6832083 7994821 3788 4324 4522 4244 4862 21740 519430 368950 265967 448413 465315 2068075 16916719 0.47260 0.49040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1541 1541 2412077 2413618 270681 67670 0 0 245808 366124 248313 270681 1130926 1696389 12691 2937 11992 1541 29161 61452 91531 62078 67670 282731 424097 79727 43202 36525 36525 OPERATING LEASE RIGHT-OF-USE ASSET 675980 675980 OPERATING LEASE LIABILITY 710303 710303 3744652 0 3744652 0 3744652 2413618 0 2413618 0 2413618 SUPPLEMENTAL INFORMATION SAHF IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR UNRELATED BUSINESS INCOME AS DEFINED IN THE CODE. SAHF DID NOT HAVE ANY UNRELATED BUSINESS INCOME DURING THE YEAR ENDED DECEMBER 31, 2022. SAHF EVALUATES ITS UNCERTAIN TAX POSITIONS USING THE PROVISIONS OF THE CODIFICATION. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION, OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE, COULD DIFFER FROM THE AMOUNT RECOGNIZED. SAHF HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022. 0 20 X X 0 0 0 0 0 0 0 0 0 ANDREA R PONSOR CEO & PRESIDENT 275846 0 0 0 0 0 0 0 0 0 275846 0 0 0 PART I, LINE 3 DURING THE HIRING OF THE NEW CEO, THE BOARD APPROVED THE NEW CEO'S SALARY BASED ON THE GUIDANCE OF THE INDEPENDENT COMPENSATION CONSULTANT. FORM 990, PART VI, SECTION A, LINE 6 EACH ORGANIZATIONAL MEMBER OF THE CORPORATION APPOINTS ONE VOTING REPRESENTATIVE TO THE BOARD OF DIRECTORS. THE BOARD CAN ELECT UP TO FOUR ADDITIONAL DIRECTORS ALL OF WHOM MUST BE EMPLOYEES OF MEMBER ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 7A EACH ORGANIZATIONAL MEMBER OF THE CORPORATION APPOINTS ONE VOTING REPRESENTATIVE TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B SAHF MANAGEMENT REVIEWS THE 990 AND SAHF DISTRIBUTES AN ELECTRONIC DRAFT TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS SIGN A CONFLICT OF INTEREST POLICY AND REPORT ANY POSSIBLE CONFLICTS. THE PRESIDENT DISCUSSES THE IMPORTANCE OF REPORTING POTENTIAL CONFLICTS AT A BOARD MEETING EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15A SAHF HIRED AN INDEPENDENT CONSULTANT TO EVALUATE COMPARABLE CEO SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICE DURING REGULAR BUSINESS HOURS UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 369,255. MANAGEMENT AND GENERAL EXPENSES 6,594. FUNDRAISING EXPENSES 11,012. TOTAL EXPENSES 386,861. NATIONAL AFFORDABLE HOUSING TRUST INC 2245 NORTH BANK DRIVE SUITE 200 COLUMBUS OH 43220 521450306 PROVIDE PROGRAM AND SUPERVISORY MANAGEMENT TO LOW-INCOME HOUSING MD 501(C)(3) LINE 10 LOW INCOME INVESTMENT FUND 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 NATIONAL AFFORDABLE HOUSING TRUST INC C 845000 FAIR VALUE