2023-10-13T12:23:05-05:00 2022-12-31 351750664 DAUBY O'CONNOR & ZALESKI LLC 501 CONGRESSIONAL BLVD 300 CARMEL IN 46032 990 2022-01-01 273549467 SOUTHEAST AFFORDABLE PRESERVATION INC SOUT 9494439101 69 NW NEWPORT AVE 200 BEND OR 97703 DARRIN WILLARD PRESIDENT 9494439101 2023-10-12 1 DARRIN WILLARD 999009999 0 MATTHEW BARNARD P01833048 3178485700 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DARRIN WILLARD 69 NW NEWPORT AVE 200 BEND OR 97703 1817398 0 X WWW.FFAH.ORG X 2015 FL OUR MISSION IS TO CREATE SAFE, COMFORTABLE, HIGH-QUALITY HOMES THAT UPLIFT THE LIVES OF OUR RESIDENTS AND ENHANCE THE SURROUNDING NEIGHBORHOODS. WE FOCUS ON THE FINANCIAL AND ENVIRONMENTAL SUSTAINABILITY OF EACH OF OUR RESIDENTIAL COMMUNITIES, ALLOWING US TO BUILD COMFORTABLE, AFFORDABLE HOMES FOR THOSE WHO NEED IT MOST. 4 3 0 0 0 0 0 0 203565 1812742 210854 4656 0 0 414419 1817398 0 0 0 0 0 0 0 0 0 725236 21072 725236 21072 -310817 1796326 48627 1841553 3400 0 45227 1841553 X OUR MISSION IS TO CREATE SAFE, COMFORTABLE, HIGH-QUALITY HOMES THAT UPLIFT THE LIVES OF OUR RESIDENTS AND ENHANCE THE SURROUNDING NEIGHBORHOODS. WE FOCUS ON THE FINANCIAL AND ENVIRONMENTAL SUSTAINABILITY OF EACH OF OUR RESIDENTIAL COMMUNITIES, ALLOWING US TO BUILD COMFORTABLE, AFFORDABLE HOMES FOR THOSE WHO NEED IT MOST. 0 0 1105 1812742 HOUSING - PROVIDED 312 UNITS OF SAFE AND AFFORDABLE HOUSING FOR LOW INCOME SENIOR CITIZENS. 1105 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 1 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 0 1 0 CA X DARRIN WILLARD 9494439101 69 NW NEWPORT AVE STE 200 BEND OR 97703 DARRIN WILLARD PRESIDENT 1.00 39.00 X X 0 623615 73819 MELISSA VINCENT SENIOR VICE PRESIDENT (NOT A DIRECTOR) 1.00 39.00 X 0 329064 45978 DEBORRAH WILLARD SECRETARY/TREASURER (NOT A DIRECTOR) 1.00 39.00 X 0 3098288 105225 TARUN CHANDRAN GENERAL COUNSEL & ASSISTANT SECRETARY (NOT A DIREC 1.00 39.00 X 0 556325 46463 JASON ACOSTA FORMER VICE PRESIDENT (NOT A DIRECTOR) 1.00 39.00 X 0 117017 14096 SHIGE ITOH DIRECTOR 1.00 3.00 X 0 0 0 MIKE BROWN DIRECTOR 1.00 4.00 X 0 0 0 TIM HOSE DIRECTOR 1.00 5.00 X 0 0 0 0 4724309 285581 0 0 1 0 0 OTHER INVESTMENT INCOM 531110 1811948 1811948 INCOME FROM INVESTMENT 531110 794 794 1812742 4656 4656 1817398 1812742 0 4656 6800 6800 12442 12442 TAXES, LICENSES, AND FE 1105 1105 ADMINISTRATIVE 725 725 21072 1105 19967 0 50427 93581 -1800 -2028 0 1750000 48627 1841553 3400 0 3400 0 X 0 0 0 0 45227 1841553 45227 1841553 48627 1841553 1796326 0 X 0 1 X 1 0 X 1875434 1920139 1793862 0 0 5589435 1254393 1361519 1360588 205091 1812789 5994380 3129827 3281658 3154450 205091 1812789 11583815 0 0 0 11583815 34450 43658 5986 0 4656 88750 34450 43658 5986 4656 88750 3164277 3325316 3160436 205091 1817445 11672565 0.99240 0.99300 0.00760 0.00700 X 0 DUE FROM FFAH V 1750000 1750000 X 4445645 2628247 2628247 1817398 0 1817398 3002886 2981814 2981814 21072 0 21072 PART X, LINE 2: THE CORPORATION, IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAX, AND HAS BEEN CLASSIFIED AS AN OTHER THAN PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE TAXES ON REVENUE AND INCOME HAS BEEN RECOGNIZED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, THE FEDERAL AND STATE TAX RETURNS WERE SUBJECT TO EXAMINATIONS FROM THE THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE OR THE DATE FILED WITH THE APPLICABLE TAX AUTHORITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME FROM SUBSIDIARIES PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM SUBSIDIARIES PART XII, LINES 2B THIS ENTITY RECEIVED CONSOLIDATED AUDITED FINANCIAL STATEMENTS DURING THIS TAX PERIOD. THE AMOUNTS USED ON SCHEDULE D, PART XII RELATE TO THE ACTIVITY FROM SUBSIDIARIES THAT ARE NO LONGER WHOLLY OWNED BY SOUTHEAST AFFORDABLE PRESERVATION, INC AT YEAR END. X X X X X 0 0 0 0 0 0 0 0 0 DEBORRAH WILLARD SECRETARY/TREASURER (NOT A DIRECTOR) 0 597118 0 2500000 0 1170 0 40500 0 64725 0 3203513 0 0 DARRIN WILLARD PRESIDENT 0 597118 0 0 0 26497 0 40500 0 33319 0 697434 0 0 MELISSA VINCENT SENIOR VICE PRESIDENT (NOT A DIRECTO 0 327500 0 0 0 1564 0 15731 0 30247 0 375042 0 0 TARUN CHANDRAN GENERAL COUNSEL & ASSISTANT SECRETAR 0 555465 0 0 0 860 0 17313 0 29150 0 602788 0 0 FORM 990, PART VI, SECTION A, LINE 2 DEBORRAH A. WILLARD (SECRETARY/TREASURER/VOTING MEMBER) AND DARRIN E. WILLARD (PRESIDENT/DIRECTOR/VOTING MEMBER) ARE RELATED. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE TWO (2) CLASSES OF MEMBERS: VOTING MEMBERS AND ADVISORY MEMBERS. "VOTING MEMBERS" SHALL BE THOSE PERSONS WHO HAVE GIVEN GENEROUSLY OF THEIR RESOURCES, (FINANCIAL AND NON-FINANCIAL) TALENTS, TIME AND LABOR IN THE SPIRIT OF COMMITMENT TO THE CORPORATION AND ITS GOALS, PURPOSES AND PROGRAMS. ONLY VOTING MEMBERS SHALL HAVE A RIGHT TO VOTE. A CANDIDATE FOR VOTING MEMBER STATUS MUST BE NOMINATED BY AT LEAST ONE (1) DIRECTOR AND UNANIMOUSLY APPROVED BY ALL VOTING MEMBERS FOR SUCH A CANDIDATE TO ACHIEVE VOTING MEMBER STATUS. SHOULD ALL VOTING MEMBERS BE DECEASED, ADDITIONAL VOTING MEMBERS MAY BE NOMINATED BY THE BOARD AND ELECTED AT A SPECIAL MEETING OF THE BOARD. CRITERIA TO BE CONSIDERED BY THE BOARD IN ELECTING ADDITIONAL VOTING MEMBERS ARE THE CANDIDATE'S MERIT AND COMMITMENT OR SERVICE TO THE CORPORATION'S PAST, PRESENT AND FUTURE GOALS, PURPOSES AND PROGRAMS. "ADVISORY MEMBERS" SHALL BE THOSE PERSONS WHO APPLY FOR MEMBERSHIP IN THE PROPER FORM AS PRESCRIBED BY THE BOARD, SUBSCRIBE TO AND EXPRESS A WILLINGNESS TO SUPPORT THE CORPORATION'S GOALS, PURPOSES AND PROGRAMS, AND MAKE CONTRIBUTIONS TO THE CORPORATION. ADVISORY MEMBERS SHALL HAVE NO RIGHT TO VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY DARRIN WILLARD. QUESTIONS, DISCREPANCIES, AND COMMENTS ARE DIRECTED TO ACCOUNTING. IF FURTHER CLARIFICATION IS REQUIRED, THE CPA WHO PREPARED THE RETURN WILL DISCUSS THE RETURN WITH THE OFFICER BEFORE IT IS FINALIZED. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS' ACTIVITIES ARE REVIEWED ON AN ANNUAL BASIS AS TO THEIR ADHERENCE TO THE CORPORATE CONFLICT OF INTEREST POLICY. EACH DIRECTOR IS REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15B APPROVAL IS REQUIRED FROM THE BOARD OF DIRECTORS TO A THREE-YEAR EMPLOYMENT AGREEMENT, WITH THE PROPOSED SALARY BASED UPON INDUSTRY DATA COMPILED BY THE ECONOMIC RESEARCH INSTITUTE (WWW.ERIERI.COM). FORM 990, PART VI, SECTION C, LINE 19 SOUTHEAST AFFORDABLE PRESERVATION, INC. HAS AN OPEN DOOR POLICY IN REGARD TO THE PUBLIC VIEWING OF ITS FINANCIAL AND POLICY INFORMATION. ALL REQUESTS TO VIEW THIS INFORMATION ARE HONORED. REQUESTORS MAY VIEW THE DOCUMENTS IN OUR CORPORATE OFFICES OR THE FOUNDATION WILL SEND THEM A COPY OF THE REQUESTED DOCUMENT. SAP FELLOWSHIP MANOR LLC 69 NW NEWPORT AVE STE 200 BEND OR 97703 851407788 TO PROVIDE SAFE & AFFORDABLE HOUSING TO LOW INCOME FAMILIES & SENIORS OR SOUTHEAST AFFORDABLE PRESERVATION INC SAP GOLDEN LINK MANOR LLC 69 NW NEWPORT AVE STE 200 BEND OR 97703 851449825 TO PROVIDE SAFE & AFFORDABLE HOUSING TO LOW INCOME FAMILIES & SENIORS OR SOUTHEAST AFFORDABLE PRESERVATION INC SAP IOOF TOWER LLC 69 NW NEWPORT AVE STE 200 BEND OR 97703 851469824 TO PROVIDE SAFE & AFFORDABLE HOUSING TO LOW INCOME FAMILIES & SENIORS OR SOUTHEAST AFFORDABLE PRESERVATION INC AMERICAN HOUSING PRESERVATION INC 69 NW NEWPORT AVE STE 200 BEND OR 97703 812531817 TO PROVIDE SAFE & AFFORDABLE HOUSING TO LOW INCOME FAMILIES & SENIORS OH 501(C)(3) 10 N/A 0 COAST AFFORDABLE PROPERTIES INC 69 NW NEWPORT AVE STE 200 BEND OR 97703 812518141 TO PROVIDE SAFE & AFFORDABLE HOUSING TO LOW INCOME FAMILIES & SENIORS FL 501(C)(3) 10 N/A 0 FOUNDATION FOR AFFORDABLE HOUSING II INC 69 NW NEWPORT AVE STE 200 BEND OR 97703 330839353 TO PROVIDE SAFE & AFFORDABLE HOUSING TO LOW INCOME FAMILIES & SENIORS CA 501(C)(3) 10 N/A 0 FOUNDATION FOR AFFORDABLE HOUSING III INC 69 NW NEWPORT AVE STE 200 BEND OR 97703 330588719 TO PROVIDE SAFE & AFFORDABLE HOUSING TO LOW INCOME FAMILIES & SENIORS DE 501(C)(3) 7 N/A 0 FOUNDATION FOR AFFORDABLE HOUSING V INC 69 NW NEWPORT AVE STE 200 BEND OR 97703 330839354 TO PROVIDE SAFE & AFFORDABLE HOUSING TO LOW INCOME FAMILIES & SENIORS CA 501(C)(3) 10 N/A 0 FOUNDATION FOR AFFORDABLE HOUSING VI INC 69 NW NEWPORT AVE STE 200 BEND OR 97703 330839356 TO PROVIDE SAFE & AFFORDABLE HOUSING TO LOW INCOME FAMILIES & SENIORS CA 501(C)(3) 10 N/A 0 FOUNDATION FOR AFFORDABLE HOUSING VIII INC 69 NW NEWPORT AVE STE 200 BEND OR 97703 330862472 TO PROVIDE SAFE & AFFORDABLE HOUSING TO LOW INCOME FAMILIES & SENIORS CA 501(C)(3) 7 N/A 0 FOUNDATION FOR AFFORDABLE HOUSING INC 69 NW NEWPORT AVE STE 200 BEND OR 97703 330327936 TO PROVIDE SAFE & AFFORDABLE HOUSING TO LOW INCOME FAMILIES & SENIORS DE 501(C)(3) 10 N/A 0 NATIONAL HOUSING PRESERVATION INC 69 NW NEWPORT AVE STE 200 BEND OR 97703 812774315 TO PROVIDE SAFE & AFFORDABLE HOUSING TO LOW INCOME FAMILIES & SENIORS UT 501(C)(3) 10 N/A 0 NORTHEAST AFFORDABLE PRESERVATION INC 69 NW NEWPORT AVE STE 200 BEND OR 97703 475159447 TO PROVIDE SAFE & AFFORDABLE HOUSING TO LOW INCOME FAMILIES & SENIORS CA 501(C)(3) 10 N/A 0 SOUTHEAST HOUSING PRESERVATION INC 69 NW NEWPORT AVE STE 200 BEND OR 97703 812038468 TO PROVIDE SAFE & AFFORDABLE HOUSING TO LOW INCOME FAMILIES & SENIORS FL 501(C)(3) 10 N/A 0 UNITED AFFORDABLE PRESERVATION INC 69 NW NEWPORT AVE STE 200 BEND OR 97703 812719639 TO PROVIDE SAFE & AFFORDABLE HOUSING TO LOW INCOME FAMILIES & SENIORS CO 501(C)(3) 10 N/A 0 BELLFLOWER OAK STREET MANOR INC 69 NW NEWPORT AVE STE 200 BEND OR 97703 330748323 TO PROVIDE SAFE & AFFORDABLE HOUSING TO LOW INCOME FAMILIES & SENIORS CA 501(C)(3) 10 N/A 0 FFAH FAMILY OF NONPROFITS INC 69 NW NEWPORT AVE STE 200 BEND OR 97703 384247392 TO PROVIDE SAFE & AFFORDABLE HOUSING TO LOW INCOME FAMILIES & SENIORS OR 501(C)(3) 12 N/A 0 GOLDEN LINK MANOR INVESTORS LP 15301 VENTURA BLVD SUITE B-570 SHERMAN OAKS CA 91403 851970309 RESIDENTIAL RENTAL CA N/A INVESTMENT -10 72568 0 1 0.00010 FELLOWSHIP MANOR LP 15301 VENTURA BLVD SUITE B-570 SHERMAN OAKS CA 91403 851969474 RESIDENTIAL RENTAL CA N/A INVESTMENT 863 0 1 0.00010 IOOF TOWER INVESTORS LP 15301 VENTURA BLVD SUITE B-570 SHERMAN OAKS CA 91403 852000497 RESIDENTIAL RENTAL CA N/A INVESTMENT -11 71492 0 1 0.00010 FELLOWSHIP MANOR LIHTC LP 15301 VENTURA BLVD SUITE B-570 SHERMAN OAKS CA 91403 871743247 RESIDENTIAL RENTAL CA N/A INVESTMENT -34 963382 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 FOUNDATION FOR AFFORDABLE HOUSING V INC R 1750000 CASH