2023-11-15T18:06:52-06:00 2022-12-31 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2022-01-01 840584939 ALLIED HOUSING INC ALLI 3033991146 22 SOUTH ADAMS STREET DENVER CO 80209 MICHAEL KLEIN PRESIDENT/CEO 3033991146 2023-11-15 1 MICHAEL KLEIN 999009999 1 SHAWN D DREIMAN CPA P00380913 3178413393 2023-11-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z KAVOD SENIOR LIFE MICHAEL KLEIN 22 SOUTH ADAMS STREET DENVER CO 80209 661447 0 X WWW.KAVODSENIORLIFE.ORG X 1968 CO PROVIDE HOUSING AND SUPPORT SERVICES TO LOW INCOME SENIORS 19 19 121 178 0 0 815872 395797 265301 238310 4522 8937 45495 -23929 1131190 619115 0 0 0 0 463756 577110 0 0 16326 300914 119378 764670 696488 366520 -77373 3349141 2759078 903892 391202 2445249 2367876 TO PROVIDE LIFE-ENRICHING EXPERIENCES TO OLDER ADULTS THROUGH A BROAD RANGE OF HOUSING AND SUPPORT SERVICES THAT REFLECT THE SPIRITUAL, SOCIAL, AND CULTURAL VALUES OF JEWISH TRADITION. 0 0 628378 238310 ALLIED HOUSING, INC. OWNS A 1% INTEREST IN THREE APARTMENT BUILDINGS THAT PROVIDE LOW INCOME HOUSING AND SERVICES FOR THE ELDERLY IN DENVER, COLORADO. OUR GOAL IS TO SERVE OUR RESIDENTS AS WELL AS THE COMMUNITY THROUGH AN ON-SITE HEALTH AND WELLNESS CENTER OFFERING PHYSICAL THERAPY, EXERCISE AND HEALTHY LIVING CLASSES; MEDICAL CLINICS; AND PROVIDING EDUCATIONAL AND LIFE-ENRICHMENT PROGRAMS TO ACTIVE OLDER ADULTS THROUGH KAVOD ON THE ROAD. 628378 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 49 0 1 121 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CO X MICHAEL BELIEU 3033991146 22 SOUTH ADAMS STREET DENVER CO 80209 STEVE SUMMER MEMBER 1.00 X 0 0 0 CONNELL SALTZMAN TREASURER 1.00 X X 0 0 0 MOLLY ZWERDLINGER CHAIR 1.00 1.00 X X 0 0 0 BRIAN BOTNICK MEMBER 1.00 X 0 0 0 SHARON CAULFIELD SECRETARY 1.00 X X 0 0 0 ELLEN ABRAMS MEMBER 1.00 X 0 0 0 JOE DUBROFF MEMBER 1.00 X 0 0 0 ROB FRIEDMAN MEMBER 1.00 X 0 0 0 SCOTT FISHER MEMBER/AT-LARGE 1.00 X 0 0 0 LIV RODI MEMBER 1.00 X 0 0 0 ONDALEE KLINE MEMBER 1.00 X 0 0 0 JOEY SIMON MEMBER 1.00 1.00 X 0 0 0 JAMIE SARCHE MEMBER 1.00 X 0 0 0 GARY SALTZMAN MEMBER 1.00 X 0 0 0 JAN SCHORR MEMBER 1.00 1.00 X 0 0 0 MELANIE SIEGEL MEMBER 1.00 X 0 0 0 DAVID ZATERMAN MEMBER 1.00 X 0 0 0 ALEXANDRA MANNERINGS MEMBER 1.00 X 0 0 0 JOAN BELDOCK KAVOD SENIOR LIFE MEMBER 1.00 X 0 0 0 FRANCES STERN KAVOD SENIOR LIFE MEMBER 1.00 1.00 X 0 0 0 YOLANDA WEBB MEMBER 1.00 1.00 X 0 0 0 RICK BOXER KAVOD SENIOR LIFE MEMBER 1.00 X 0 0 0 CARY CHAPMAN KAVOD SENIOR LIFE MEMBER 1.00 X 0 0 0 TED COOPER KAVOD SENIOR LIFE MEMBER 1.00 X 0 0 0 HAZEL MELMED KAVOD SENIOR LIFE MEMBER 1.00 X 0 0 0 JACQUELINE COOPER MELMED KAVOD SENIOR LIFE MEMBER 1.00 X 0 0 0 ROBERT LOUP KAVOD SENIOR LIFE MEMBER 1.00 X 0 0 0 LEE MENDEL KAVOD SENIOR LIFE MEMBER 1.00 X 0 0 0 MOREY PERLMUTTER KAVOD SENIOR LIFE MEMBER 1.00 X 0 0 0 SHARON ROTH KAVOD SENIOR LIFE MEMBER 1.00 1.00 X 0 0 0 KIM SCHNEIDER MALEK KAVOD SENIOR LIFE MEMBER 1.00 X 0 0 0 MIKE SIDON KAVOD SENIOR LIFE MEMBER 1.00 X 0 0 0 ELAINE WOLF KAVOD SENIOR LIFE MEMBER 1.00 X 0 0 0 MICHAEL KLEIN PRESIDENT/CEO 10.50 34.00 X 276327 0 0 MIKE BELIEU CHIEF FINANCIAL OFFICER 40.00 0.00 X 155709 0 7432 TRACY KAPAUN CHIEF OPERATING OFFICER 40.00 0.00 X 137641 0 0 569677 0 7432 3 0 1 0 0 159982 235815 395797 MANAGEMENT FEE REVENUE 623000 238800 238800 INCOME FROM PARTNERSHI 532000 -490 -490 238310 8937 8937 0 159982 42332 -42332 -42332 OTHER INCOME 900099 18403 18403 18403 619115 238310 0 -14992 X 577110 490889 73466 12755 173573 147641 22096 3836 56150 47699 7212 1239 TENANT ACTIVITIES 62692 53326 7981 1385 FUNDRAISING ADJUSTMENT -42332 -42332 SALARY ADJUSTMENT -130705 -111177 -16639 -2889 696488 628378 51784 16326 1327312 273679 81200 1800 808547 109885 109395 2074030 1322371 3349141 2759078 1085 337202 902807 54000 903892 391202 X 2328864 2321649 116385 46227 2445249 2367876 3349141 2759078 -77373 0 X 0 1 X 1 0 X 473079 481572 731382 815872 395797 2897702 305241 297413 252606 265301 238310 1358871 778320 778985 983988 1081173 634107 4256573 17276 293510 41045 34576 386407 214848 215304 209052 206229 220227 1065660 214848 232580 502562 247274 254803 1452067 2804506 50 4207 7635 4522 8937 25351 50 4207 7635 4522 8937 25351 -23929 -23929 778370 783192 991623 1085695 619115 4257995 0.65860 0.73340 0.00600 0.00460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 EMPLOYEE RETENTION TAX CREDIT 815359 DUE FROM RELATED ENTITIES 453080 DEFERRED COMPENSATION PLAN 53932 1322371 DEFERRED COMPENSATION PLAN 54000 54000 X 661447 42332 42332 619115 0 619115 738820 42332 42332 696488 0 696488 PART X, LINE 2: ALLIED HOUSING, INC. IS ORGANISED AS A COLORADO NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION, AND HAS BEEN DETERMINED NOT TO BE PRIVATE FOUNDATION. ALLIED HOUSING, INC. IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES TAHT ARE UNRELATED TO ITS EXEMPT PURPOSE. ALLIED HOUSING, INC. HAS DETERMINED THAT IT IS NOT SUBJECT OT UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING ADJUSTMENT 42,332. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING ADJUSTMENT 42,332. ANNUAL MEETING 159982 159982 3838 8000 21999 8495 159982 159982 3838 8000 21999 8495 42332 -42332 0 0 0 0 0 0 0 1 0 MICHAEL KLEIN PRESIDENT/CEO 276327 0 0 0 0 0 0 0 0 0 276327 0 0 0 MIKE BELIEU CHIEF FINANCIAL OFFICER 155709 0 0 0 0 0 7432 0 0 0 163141 0 0 0 PART I, LINE 7 THE ORGANIZATION'S COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PERFORMANCES OF THE EXECUTIVE STAFF TO DETERMINE IF ADDITIONAL COMPENSATION IN THE FORM OF BONUSES WILL BE PAID. DURING CALENDAR YEAR ENDING DECEMBER 31, 2022, THE COMPENSATION COMMITTEE AWARDED THE PRESIDENT/CEO, CHIEF FINANCIAL OFFICER, AND THE CHIEF OPERATING OFFICER, A BONUS BASED ON REVIEW OF THEIR PERFORMANCES AND SERVICES TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED IN DETAIL BY THE CHIEF FINANCIAL OFFICER ADN THE BOARD TREASURER AND IS ALSO MADE AVAILABLE TO BOARD MEMBERS UPON REQUEST BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS, OFFICERS, AND EMPLOYEES OF THE ORGANIZATION. THE EXECUTIVE DIRECTOR AND KEY MEMBERS OF MANAGEMENT CONSISTENTLY MONITOR CONTRACTS AND VENDORS THE ORGANIZATION IS USING TO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST VIOLATIONS WITH THEIR GOVERNING BODY. IF A CONFLICT OF INTEREST DOES EXIST, THE INDIVIDUAL WITH THE CONFLICT IS EXCLUDED FROM DELIBERATIONS AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A EACH YEAR THE HUMAN RESOURCE DIRECTOR GATHERS COMPARABLE SALARY DATA FOR THE PRESIDENT/CEO FROM ORGANIZATIONS OF SIMILAR SIZE REGIONALLY AND NATIONALLY. THIS INFORMATION IS PROVIDED TO THE EXECUTIVE COMMITTEE WHO OVERSEAS THE ANNUAL PERFORMANCE APPRAISAL OF THE PRESIDENT/CEO. EACH YEAR THE COMITTEE DETERMINES AN OVERALL COMPENSATION PACKAGE BASED ON PERFORMANCE AND THE MARKET COMPARISON DATA. IN ADDITION, FOR KEY MANAGEMENT POSITIONS, THE HUMAN RESOURCES DIRECTOR GATHERS COMPARABLE SALARY DATA. THE PRESIDENT/CEO DETERMINES COMPENSATION FOR KEY MANAGEMENT POSITIONS ANNUALLY AND COMMUNICATES THIS TO THE EXCECUTIVE COMMITTEE FOR FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 147,641. MANAGEMENT AND GENERAL EXPENSES 22,096. FUNDRAISING EXPENSES 3,836. TOTAL EXPENSES 173,573. FORM 990, PART VII AND 990 PART IX, LINE 5: COMPENSATION AND BENEFIT AMOUNTS REPORTED ON FORM 990, PART IX, LINE 5 DO NOT TIE IN TOTAL TO WHAT IS REPORTED ON FORM 990, PART VII. THE DIFFERENCE IN REPORTING RELATES TO INTERCOMPANY TRANSACTIONS AND REPORTING BETWEEN THE ORGANIZATION AND ITS RELATED ENTITIES. ALLIED HOSUING SOUTH INC 22 SOUTH ADAMS STREET DENVER CO 80209 742254018 PROVIDE SUPPORT FOR LOW INCOME HOUSING TO THE ELDERLY CO 501(C)(3) LINE 10 N/A 0 ALLIED JEWISH APARTMENTS FOUNDATION 22 SOUTH ADAMS STREET DENVER CO 80209 204375532 PROVIDE SUPPORT FOR LOW INCOME HOUSING TO THE ELDERLY CO 501(C)(3) LINE 12A, I ALLIED HOUSING INCC 1 ALLIED HOUSING EAST LLLP 22 SOUTH ADAMS STREET DENVER CO 80209 275277358 PROVIDE LOW INCOME HOUSING TO THE ELDERLY CO ALLIED HOUSING INC RELATED -5223 135461 0 1 0.01000 ALLIED HOUSING SOUTH LLLP 22 SOUTH ADAMS STREET DENVER CO 80209 275283062 PROVIDE LOW INCOME HOUSING TO THE ELDERLY CO ALLIED HOUSING INC RELATED 1492 69777 0 1 0.01000 ALLIED HOUSING WEST LLLP 22 SOUTH ADAMS STREET DENVER CO 80209 275282796 PROVIDE LOW INCOME HOUSING TO THE ELDERLY CO ALLIED HOUSING INC RELATED 1272 106731 0 1 0.01000 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 ALLIED HOUSING SOUTH LLLP O 153016 SQUARE FOOTAGE ALLIED HOUSING EAST LLLP O 322175 SQUARE FOOTAGE ALLIED HOUSING WEST LLLP O 226716 SQUARE FOOTAGE