2023-11-15T08:52:52-06:00 2022-12-31 630590670 Kassouf & Co Inc 2101 Highland Ave S Suite 300 Birmingham AL 352054009 990 2022-01-01 630985617 Navigate Affordable Housing Partners Inc NAVI 8884665572 2701 1st Avenue South 200 Birmingham AL 35233 Julie Reynolds COO 8884665572 2023-11-13 1 Julie Reynolds 999009999 0 William P Bach P01315784 2054432500 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Julie Reynolds 2701 1st Avnue South Suite 200 Birmingham AL 35233 799851950 0 X www.navigatehousing.com X 1980 AL To develop and enhance safe, decent, sanitary, and affordable housing by providing courteous, professional and accurate services. 5 5 70 5 0 0 741697389 774130467 22442027 24484771 264370 458223 609675 778489 765013461 799851950 744335222 777712445 0 0 6537349 7078887 0 0 0 5052950 6147651 755925521 790938983 9087940 8912967 60725438 72316824 1039152 3717571 59686286 68599253 To develop and enhance safe, decent, sanitary, and affordable housing by providing courteous, professional and accurate services. 0 0 787017394 777712445 24484771 Low income, multifamily units either occupied or under construction and various other ancillary facilities such as laundromat, recreation building, etc. Also provide management services for HUD in four states. 787017394 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 70 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X Julie L Reynolds 8884665572 1827 1st Avenue North Ste 100 Birmingham AL 35203 Spencer Ragland Chairman 1.00 X 0 0 0 Teresa Shufflebarger Director 1.00 X 0 0 0 Perry Shuttlesworth Director 1.00 X 0 0 0 Hugo Isom Director 1.00 X 0 0 0 Lenus Perkins Director 1.00 X 0 0 0 Julie L Reynolds COO 40.00 X 275869 0 46856 Lisa M McCarroll CEO 40.00 X 293567 0 43063 Nathaniel Greathree Contract Administration Co 40.00 X 130027 0 0 Robert McLaughlin Dep. Dir. of Contract Admi 40.00 X 138001 0 0 Thomas Gerundo Contract Administration Co 40.00 X 152718 0 0 Tim Shearer Contract Administration Co 40.00 X 139269 0 0 Vernell Johnson Dir. of Asset Management 40.00 X 157070 0 0 1286521 0 89919 7 0 1 0 Burr & Forman LLP PO Box 830719 Birmingham AL 35283 Legal 901811 Drake Homes LLC 2700 19th Place S Suite 200 Homewood AL 35209 Construction 526348 LOCKE General Contractors LLC 213 25th St N Suite D Birmingham AL 35203 Construction 493898 Censeo PO Box 131055 Birmingham AL 35213 Counseling 446350 Diversified Industries LLC 824 Columbiana Rd Birmingham AL 35209 Construction 387646 22 774130467 774130467 HUD Management Fees 531310 23235267 23235267 Tenant Rental Revenue 531310 1249504 1249504 24484771 458223 458223 Other Income 900099 778489 778489 778489 799851950 24484771 0 1236712 3581978 3581978 774130467 774130467 569436 427077 142359 4849947 3637460 1212487 650325 487744 162581 1009179 756884 252295 58848 44136 14712 1013998 202800 811198 86941 86941 31811 31811 117052 87789 29263 3097091 2322818 774273 291208 218406 72802 477892 358419 119473 447451 335588 111863 Other Expenses 525359 394017 131342 790938983 787017394 3921589 0 42738199 46268160 6900575 7931266 60941 96335 614385 411124 170592 328596 19598045 2581937 10009627 17016108 231119 265235 60725438 72316824 951015 1083583 2375000 88137 258988 1039152 3717571 X 58490831 67306595 1195455 1292658 59686286 68599253 60725438 72316824 8912967 0 X X 0 1 X 0 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 80000 0 0 80000 0 3999014 3999014 15599031 2581937 13017094 17016108 Security Deposits 38125 Other Current Liabilities 122 Current portion of lease obligations 214496 LT portion of lease obligations 6245 258988 X 799851950 0 799851950 0 799851950 790938983 0 790938983 0 790938983 Part X, Line 2: The corporation is a non-profit corporation organized under the laws of the State of Alabama and is exempt from income tax under section 501(c)(3) of the U.S. Internal Revenue Code and from state income tax under the provisions of the state internal revenue code. Accordingly, the accompanying financial statements do not include any provisions for income taxes. Part XI, Line 4b - Other Adjustments: Rounding Part XII, Line 4b - Other Adjustments: Rounding 1 AIDS Alabama 3529 7th Avenue S Birmingham AL 35222 581727755 100000 0 Provides critical needs (food, shelter, and utilities) for the community. Alabama Food Bank PO BOX 18608 Hunstville AL 35804 271591801 40000 0 Works to end hunger in the community. Birmingham City Schools 2015 Park Place Birmingham AL 35203 636000767 125050 0 Donations to Booker T. Washington School. Birmingham Education Foundation 1224 20th Street South Birmingham AL 35205 264685144 25000 0 Donation to educate locals. Birmingham United Soccer Association Inc 3576 East Street Vestavia AL 35243 204920903 5540 0 Paid for soccer camps for children. Blackbelt Community Foundation PO Box 2020 Selma AL 36701 842761361 100000 0 Food scarcity, critical needs and housing. Catholic Charities of South MS 1450 North Street Gulfport MS 39507 640506632 100000 0 Disaster assistance for Hurricane. Children's Aid Society 2141 14th Ave S Birmingham AL 35205 630288823 100000 0 Provides assistance with rent and utilites. Collat Jewish Family Services 3940 Montclair Rd Ste 205 Birmingham AL 35213 631015318 51750 0 Provides services for the elderly. Community Care Development 1920 Old Springville Rd Birmingham AL 35215 810955665 100000 0 Providing critical needs such as food, shelter & utilities. Community Soup Bowl PO BOX 2277 Tuscaloosa AL 35403 630839065 100000 0 Homeless program providing hot meals. Connecticut Coaltion to End Homelessness Inc 257 Lawrence St Hartford CT 06106 061126880 100000 0 Striving to end homelessness-direct emergency assistance. CT Institute for Refugees and Immigrants 670 Clinton Avenue Bridgeport CT 06605 060669118 75000 0 Donation rent relief for newly arrived refugees in Brideport. Daniel's Pantry 1500 Daniel Payne Dr Birmingham AL 35209 463950601 100000 0 To improve community health and wellness. Feed More 1415 Rhoadmiller Street Richmond VA 23220 541150923 100000 0 Donation to provide meals. Firehouse Shelter 626 2nd Ave N Birmingham AL 35202 630884164 100000 0 Provides housing and food services for the needy. For Kids 1001 Poindexter Street Chesapeake VA 233242444 541477799 100000 0 Donation Financial Assistance with rent and housing. Glenda C McCarroll MemorialLambda Zeta Zeta Foundation 2910 Allison Bonnet Memorial Drive Suite 106 PMB 364 Hueytown AL 35023 852741463 20000 0 Scholarship Fund. Grace House 4309 Debardeleben Ave Fairfield AL 35064 570903169 90000 0 Youth Program providing essential needs. HICA 117 South Crest Dr Homewood AL 35209 631225764 100000 0 Emergency needs assistance to Hispanic and immigrants. ImmaCare 168 Hungerford Street Hartford CT 061064641 223121606 100000 0 Donation meals and basic needs, mobile outreach, SD help. Intergrated Refugee & Immigrant Services 235 Nicoll Street New Haven CT 06511 611764307 85000 0 2021 Donation housing and food assistance to refugees/immigrants. Kikstart Inc 1250 Powder Plant Road Bessemver AL 35023 270545619 100000 0 Food boc program for the elderly. Mercy Delivarence Ministries 732 Montgomery Hwy Ste 237 Vestavia AL 35216 843365556 85000 0 Food assistance for Ensly and surrounding communities. Mississippi Housing Partnership PO Box 22987 Jackson MS 39225 640816305 100000 0 Providing critical needs such as rent, utilities, and temp housing. Mt Pilgrim People Development Center 143 Seminole Circle Fairfield AL 35064 223869587 100000 0 Support center for critical needs to low income families. National Affordable Housing Management Association 400 N Columbus St Ste 203 Alexandria VA 22314 621144489 250000 0 Scholarship fund for people living in low income housing. Nelson County Community Development Foundation PO Box 57 Lovingston VA 22949 541509522 72000 0 Fuding for Nelson families for rent, utilities, food, etc. One Place Family Justice Center 3613 6th Avenue South Birmingham AL 35222 474673750 10000 0 Donation in honor of P. Dale Marcus Prairie Opportunity Community Action Agency PO Box 1526 Starkville MS 397601526 640440167 100000 0 Donation for housing assistance to aid in preventing eviction. Rescue Mission Ministries PO Box 11525 Roanoke VA 240221525 540573900 100000 0 Housing and food in emergency shelter & recovery program. Salvation Army Birmingham 2015 26th Avenue N Birmingham AL 35234 222406433 100000 0 Dontation homelessness prevention program. Salvation Army Shoals 1601 Huntsville Road Florence AL 35630 222406433 100000 0 Homelessness Program- assistance for working poor and unemployed. Shelby Emergency Assistance Inc 160 Shoshone Dr Montevallo AL 35115 630816556 15000 0 Works with single mothers to achieve goals in life. Sin Barrearas Without Barriers Inc PO Box 6433 Charlottesville VA 22906 461040727 100000 0 Enhanced COVID-19 support for Hispanics. THE LINK OF CULLMAN COUNTY 708 9th St E Cullman AL 35055 454587097 100000 0 Housing program to end homelessness The Society of Saint Andrew Inc 3383 Sweet Hollow Rd Big Island VA 24526 541285793 100000 0 Provides produce to feed the hungry. United Way PO Box 320189 Birmingham AL 35232 630288846 75000 0 Provides critical neets in the community. United Way of Central and NE Connecticut 30 Laurel Street Hartford CT 06106 060646653 100000 0 Navigate gives back donation. Voice of Calvary Ministries 531 W Capitol Street Jackson MS 39203 640564343 100000 0 Assist clients with rent, utilities, and morgages. Housing Assistance Payments 90000 774130467 Part I, Line 2: Navigate requires supporting documentation showing expenditure of the funds granted to receive furhter funding. Navigate also requires quarterly reports as well as a Final report. X X X X X 1 0 0 1 0 0 0 0 0 Lisa M McCarroll CEO 223567 0 70000 0 0 0 35640 0 7423 0 336630 0 0 0 Julie L Reynolds COO 245869 0 30000 0 0 0 34069 0 12787 0 322725 0 0 0 Vernell Johnson Dir. of Asset Management 157070 0 0 0 0 0 0 0 0 0 157070 0 0 0 Thomas Gerundo Contract Administration Co 152718 0 0 0 0 0 0 0 0 0 152718 0 0 0 Part I, Line 4a Vernell Johnson - $37,274 in serverance payments Part I, Line 5 Performance pay tied to percentage of available administrative fees earned for contract administration. Form 990, Part VI, Section A, line 1a The Board, by resolution adopted by a majority of the members present at a meeting at which a quorum is present, may designate members to constitute an executive committee and other committees, each of which, to the extent authorized by law, the articles of incorporation (as amended), or these bylaws (as amended) and provided in such resolution, shall have and may exercise all of the authority of the board. The designation of any committee and the delegation thereto of authority shall not operate to relieve the board, or any member thereof, of any responsibility or liability imposed upon it or him law, the articles of incorporation (as amended), or these bylaws (as amended). The board of directors shall have the power at any time to discharge, change the membership or authority of, or fill vacancies in, any such committee. Written minutes of all proceedings of any such committee shall be kept and made available upon request to each director. Form 990, Part VI, Section B, line 11b Board of Directors reviews the Form 990 for completeness and accuracy prior to filing the return. Form 990, Part VI, Section B, line 12c Board members and employees must certify annually that they do not have any conflicts. Form 990, Part VI, Section B, line 15 Board meets annually to review and approve officer and employee compensation. The organization uses an independent compensation consultant, Form 990 of other organizations, and compensation surveys to determine the compensation of its officers and key employees. Form 990, Part VI, Section C, line 19 All information is available for public inspection at the organization's office. Part XII, Line 2c There has been no change in the oversight or selection process. Navigate Communities LLC 1827 1st Avenue North Ste 100 Birmingham AL 35203 821064890 AL Navigate Communities Four Winds East LLC 1827 1st Avenue North Ste 100 Birmingham AL 35203 822575348 AL Navigate Asset Management LLC 1827 1st Avenue North Ste 100 Birmingham AL 35203 823055707 AL Navigate Communities St Charles Villas LLC 1827 1st Avenue North Ste 100 Birmingham AL 35203 824167810 AL The Community Revilalization Fund LLC 1827 1st Avenue North Ste 100 Birmingham AL 35203 843183706 AL Marc Steel Holding LLC 1827 1st Avenue North Ste 100 Birmingham AL 35203 842198424 AL 5th Avenue Holdings LLC 1827 1st Avenue North Ste 100 Birmingham AL 35203 842198702 AL