2023-11-14T10:56:27-06:00 2023-06-30 630191630 SMITH DUKES & BUCKALEW LLP 3800 AIRPORT BLVD MOBILE AL 366081667 990 2022-07-01 582443883 AMERICUS VOA ELDERLY HOUSING INC AMER 2568302155 1660 DUKE STREET ALEXANDRIA VA 22314 JOSEPH A BUDZYNSKI ASST SEC/TREAS 2568302155 2023-11-08 1 JOSEPH BUDZYNSKI 999009999 0 CLIFTON T JACKSON P01269673 2513431200 2023-11-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOSEPH A BUDZYNSKI 1660 DUKE ST ALEXANDRIA VA 22314 127674 0 1736 X NA X 1999 GA SEC 202 HUD HOUSING FOR LOW INCOME ELDERLY 15 14 0 14 0 0 0 0 126159 127238 4 5 353 431 126516 127674 0 0 0 0 17117 17967 0 0 0 130473 145904 147590 163871 -21074 -36197 775861 749754 142800 152890 633061 596864 TO OWN AND OPERATE A 21-UNIT APARTMENT PROJECT THAT PROVIDES HOUSING AND SUPPORT SERVICES TO LOW-INCOME ELDERLY PEOPLE. 0 0 163871 127669 21-UNIT APARTMENT PROJECT FOR THE ELDERLY LOCATED IN AMERICUS, GEORGIA 163871 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 1 1 0 0 0 1 1 1 1 0 0 1 1 1 1 0 0 1 1 0 X X VOLUNTEERS OF AMERICA SOUTHEAST INC 2513003500 1204 HILLCREST ROAD MOBILE AL 36695 MICHAEL W KING PRESIDENT 2.00 40.00 X X 0 596644 175327 ANDY EDEBURN DIRECTOR 2.00 X 0 0 0 EDWINA CARRINGTON DIRECTOR 2.00 X 0 0 0 JANE BURKS TREASURER 2.00 X X 0 0 0 PATTI ARNOLD CHAIRPERSON 2.00 X X 0 0 0 KEITH KNAPP DIRECTOR 2.00 X 0 0 0 NANCY RASE VICE CHAIR 2.00 X X 0 0 0 SHAWN BLOOM DIRECTOR 2.00 X 0 0 0 THOMAS DOLAN SECRETARY 2.00 X X 0 0 0 JEANNE PETERSON DIRECTOR 2.00 X 0 0 0 DERRICK PERKINS DIRECTOR 2.00 X 0 0 0 BETH MULLINS DIRECTOR 2.00 X 0 0 0 PIERRE VIGILANCE DIRECTOR 2.00 X 0 0 0 VORIS VIGEE DIRECTOR 2.00 X 0 0 0 KAREN ERICKSON DIRECTOR 2.00 X 0 0 0 NANCY GAVIN ASST. SEC. /TREAS. 2.00 40.00 X 0 185410 94730 JOSEPH A BUDZYNSKI ASST. SEC. /TREAS./CFO 2.00 40.00 X 0 319790 98843 DAVID W PASKOFF ASST. SEC. /TREAS. 2.00 40.00 X 0 161240 16968 SHARON WILSON GENO ASST. SEC./ TREAS./COO 2.00 40.00 X 0 329561 152258 FAITH NUTZ ASST. SEC./ TREAS 2.00 40.00 X 0 147670 20890 KIMBERLY B KING ASST. SEC. /TREAS. 2.00 40.00 X 0 314949 65001 PETER J DESJARDINS ASST. SEC. /TREAS. 2.00 40.00 X 0 239275 38298 MILFORD W MOYER ASST. SEC. /TREAS. 2.00 40.00 X 0 240852 38707 0 2535391 701022 0 0 1 0 0 SECTION 8 HOUSING RENT 531110 80824 80824 TENANT RENT 531110 46414 46414 127238 5 5 TENANT CHARGES 531110 431 431 431 127674 127669 0 5 16699 16699 1268 1268 16762 16762 6100 6100 857 857 8568 8568 60283 60283 511 511 37137 37137 15513 15513 MISCELLANEOUS ADMINISTR 173 173 163871 163871 0 0 3532 558 228 10709 14317 1364346 688118 707765 676228 53627 58651 775861 749754 101299 110986 109 1 41392 41903 142800 152890 X 633061 596864 633061 596864 775861 749754 -36197 0 X X 0 1 X 1 1 1 X 118971 122745 125538 126159 127238 620651 118971 122745 125538 126159 127238 620651 0 0 0 620651 5 4 4 4 5 22 5 4 4 4 5 22 435 135 593 353 431 1947 119411 122884 126135 126516 127674 622620 0.99680 0.99720 0.00000 X 54000 54000 1260776 652801 607975 49570 35317 14253 676228 TENANT DEPOSITS HELD IN TRUST 5042 REPLACEMENT RESERVE 47628 ESCROW DEPOSITS 5981 58651 NOTES PAYABLE- SURPLUS CASH 41903 41903 127674 0 127674 0 127674 163871 0 163871 0 163871 0 0 0 0 0 0 0 0 0 MICHAEL W KING PRESIDENT 0 576302 0 160 0 20182 0 106169 0 69158 0 771971 0 0 SHARON WILSON GENO ASST. SEC./ TREAS./COO 0 287673 0 0 0 41888 0 93391 0 58867 0 481819 0 0 JOSEPH A BUDZYNSKI ASST. SEC. /TREAS./CFO 0 315382 0 165 0 4243 0 56702 0 42141 0 418633 0 0 KIMBERLY B KING ASST. SEC. /TREAS. 0 304058 0 7494 0 3397 0 31701 0 33300 0 379950 0 0 NANCY GAVIN ASST. SEC. /TREAS. 0 178861 0 3041 0 3508 0 34955 0 59775 0 280140 0 0 MILFORD W MOYER ASST. SEC. /TREAS. 0 210621 0 0 0 30231 0 3444 0 35263 0 279559 0 0 PETER J DESJARDINS ASST. SEC. /TREAS. 0 229776 0 6504 0 2995 0 17749 0 20549 0 277573 0 0 DAVID W PASKOFF ASST. SEC. /TREAS. 0 155035 0 3996 0 2209 0 16379 0 589 0 178208 0 0 FAITH NUTZ ASST. SEC./ TREAS 0 142406 0 3512 0 1752 0 13824 0 7066 0 168560 0 0 FORM 990, PART VI, SECTION A, LINE 2 MICHAEL KING, JOSEPH BUDZYNSKI, NANCY GAVIN, SHARON WILSON GENO, ROBERT GIBSON AND FAITH NUTZ HAVE BUSINESS RELATIONS WITH EACH OTHER, BECAUSE THEY ALSO SERVE AS DIRECTORS AND/OR OFFICERS OF VOLUNTEERS OF AMERICA, INC., VOLUNTEERS OF AMERICA NATIONAL SERVICES, AND/OR THEIR RELATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS NO EMPLOYEES, AND HAS DELEGATED CONTROL OVER CERTAIN PROPERTY MANAGEMENT DUTIES TO A THIRD PARTY MANAGEMENT AGENT PURSUANT TO A PROPERTY MANAGEMENT AGREEMENT. VOLUNTEERS OF AMERICA NATIONAL SERVICES, AS THE PARENT AND SPONSORING CORPORATION, ASSISTS IN PROVIDING TO ITS SUBORDINATE CORPORATIONS GENERAL AND ADMINISTRATIVE SUPERVISION, FINANCIAL MANAGEMENT, QUALITY ASSURANCE, REGULATORY COMPLIANCE, REAL ESTATE DEVELOPMENT AND STRATEGIC PLANNING. FORM 990, PART VI, SECTION A, LINE 7A YES. VOLUNTEERS OF AMERICA NATIONAL SERVICES HAS THE RIGHT TO APPOINT OR APPROVE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE ARTICLES OF INCORPORATION AND BYLAWS OF THE CORPORATION MAY NOT BE AMENDED WITHOUT THE PRIOR WRITTEN APPROVAL OF VOLUNTEERS OF AMERICA NATIONAL SERVICES AND THE SECRETARY OF THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. DIRECTORS MAY BE REMOVED WITH OR WITHOUT CAUSE AT THE REQUEST OF THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL FORM 990 IS REVIEWED BY ASSET MANAGEMENT AND AN OFFICER OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS.ALL MEMBERS OF THE ORGANIZATIONS BOARD OF DIRECTORS AND ALL OFFICERS OF THE BOARD ARE ALSO PROVIDED AN OPPORTUNITY TO REVIEW THE FORM 990 IN ELECTRONIC FORM IMMEDIATELY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C YES. THE POLICY REQUIRES OFFICERS, DIRECTORS AND KEY EMPLOYEES TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE POLICY AND DISCLOSURE FORM ARE DISTRIBUTED AND COLLECTED ANNUALLY, AND INDIVIDUALS ARE REQUIRED TO UPDATE THE DISCLOSURE FORM THROUGHOUT THE YEAR IN THE EVENT ACTUAL OR POTENTIAL CONFLICTS ARISE. CONFLICTS OF INTEREST ARE REVIEWED BY THE BOARD OF DIRECTORS. PERSONS WITH A CONFLICT ARE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 YES. THE ORGANIZATION'S CEO IS NOT COMPENSATED BY THE ORGANIZATION BUT IS COMPENSATED BY A RELATED ORGANIZATION, VOLUNTEERS OF AMERICA, INC. VOLUNTEERS OF AMERICA'S PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S CEO, OFFICERS, AND KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY A COMPENSATION COMMITTEE FORMED OF INDEPENDENT MEMBERS APPOINTED BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE REVIEWS COMPENSATION DATA WITH RESPECT TO FUNCTIONALLY COMPARABLE SENIOR MANAGEMENT-LEVEL POSITIONS AT ORGANIZATIONS SIMILAR TO VOLUNTEERS OF AMERICA IN SIZE, GEOGRAPHIC LOCATION, NATIONAL PRESENCE, INDUSTRY AND OTHER RELEVANT FACTORS, AND DETERMINES A PERMISSIBLE RANGE OF PAY BETWEEN THE 50TH AND 75TH PERCENTILE OF COMPENSATION RECEIVED BY COMPARATORS. COMPENSATION DATA IS GATHERED FROM PUBLISHED SURVEY SOURCES AND USING THE SERVICES OF AN OUTSIDE COMPENSATION CONSULTING FIRM. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN BY THE ORGANIZATION IN JANUARY 2012. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. IF A REQUEST IS RECEIVED, THE BOARD IS NOTIFIED AND THEN THE REQUESTED DOCUMENTS WILL BE RENDERED TO THE INTERESTED PARTY. PART XII, LINE 2C EXPLANATION THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ARLINGTON VOA ASSISTED LIVING RESIDENCE INC 1660 DUKE STREET ALEXANDRIA VA 22314 432081557 HEALTH CARE VA 501 (C) (3) 9 N/A 0 GRAND JUNCTION VOA ELDERLY HOUSING INC 1660 DUKE STREET ALEXANDRIA VA 22314 582013960 HOUSING CO 501 (C) (3) 9 N/A 0 VOA LAS PALMAS AH GP INC 1660 DUKE STREET ALEXANDRIA VA 22314 810840707 HOUSING FL 501 (C) (3) 9 N/A 0 PLAINS TOWNSHIP VOA LIVING CENTER INC 1660 DUKE STREET ALEXANDRIA VA 22314 581876023 HOUSING PA 501 (C) (3) 9 N/A 0 ROCKLIN VOA ELDERLY HOUSING INC 1660 DUKE STREET ALEXANDRIA VA 22314 582010055 HOUSING CA 501 (C) (3) 9 N/A 0 JAMES ISLAND HARBOR INVESTOR INC 1660 DUKE STREET ALEXANDRIA VA 22314 611688237 HOUSING NC 501 (C) (3) 9 N/A 0 SLEEPY EYE AREA HOME HEALTH INC 7485 OFFICE RIDGE CIRCLE EDEN PAIRIE MN 55344 411939439 HEALTH CARE MN 501 (C) (3) 9 N/A 0 GULF CARE INC 1660 DUKE STREET ALEXANDRIA VA 22314 592239342 HEALTH CARE MN 501 (C) (3) 9 N/A 0 SENIOR COMMUNITY CARE OF COLORADO(VOANS PACE INC) 1660 DUKE STREET ALEXANDRIA VA 22314 205182627 HEALTH CARE CO 501 (C) (3) 9 N/A 0 THE HOMESTEAD AT ROCHESTER INC 7485 OFFICE RIDGE CIRCLE EDEN PAIRIE MN 55344 300186547 HEALTH CARE MN 501 (C) (3) 9 N/A 0 VOA DURHAM MAPLE COURT INC PO BOX 1447 COLUMBIA SC 29202 205833439 HOUSING SC 501 (C) (3) 9 N/A 0 VOLUNTEERS OF AMERICA ASSISTED LIVING COMMUNITIES 7485 OFFICE RIDGE CIRCLE EDEN PAIRIE MN 55344 411776635 HEALTH CARE MN 501 (C) (3) 9 N/A 0 VOA SANTIAGO FAJARDO AH GP INC 1660 DUKE STREET ALEXANDRIA VA 22314 660944471 HOUSING PR 501 (C) (3) 9 N/A 0 VOA VILLA ESPREANZA AH GP INC 1660 DUKE STREET ALEXANDRIA VA 22314 660944470 HOUSING PR 501 (C) (3) 9 N/A 0 VOA VILLA PROVIDENCIA AH GP INC 1660 DUKE STREET ALEXANDRIA VA 22314 660944472 HOUSING PR 501 (C) (3) 9 N/A 0 GARDEN PARK VILLA ELDERLY HOUSING INC 1660 DUKE STREET ALEXANDRIA VA 22314 830718727 HOUSING CO 501 (C) (3) 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0