2024-09-30T14:03:18-05:00 2023-12-31 310800053 CLARK SCHAEFER HACKETT & CO 14 EAST MAIN STREET SUITE 500 SPRINGFIELD OH 45502 990 2023-01-01 351867058 AHEPA AFFORDABLE HOUSING MANAGEMENT COMPANY INC AHEP 3178453410 10706 SKY PRAIRIE STREET FISHERS IN 46038 STEVE BECK PRESIDENT/CEO 3178453410 2024-09-16 1 0 RENEA R IRICK P01586814 9373992000 2024-08-27 2023 2024-10-15 13:58:12Z STEVE BECK 10706 SKY PRAIRIE STREET FISHERS IN 46038 16485837 0 X WWW.AHEPAHOUSING.ORG X 1992 IN TO FACILITATE THE DEVELOPMENT, CONSTRUCTION, MANAGEMENT, AND OPERATION OF AFFORDABLE HOUSING FACILITIES FOR LOW-INCOME ELDERLY AND HANDICAPPED PERSONS. 13 13 374 13 0 0 0 6628356 6506684 7919513 -100779 47936 529591 1890032 6935496 16485837 5065141 1127786 0 0 3806726 4277540 0 0 0 2382100 2769060 11253967 8174386 -4318471 8311451 24157705 33261709 8686111 8577116 15471594 24684593 TO FACILITATE THE DEVELOPMENT, CONSTRUCTION, MANAGEMENT, AND OPERATION OF AFFORDABLE HOUSING FACILITIES FOR LOW-INCOME ELDERLY AND HANDICAPPED PERSONS. 0 0 6827838 1127786 9809545 THE CORPORATION MANAGED 87 HOUSING FACILITIES IN 20 STATES. CURRENTLY, ALL 87 OF THE HOUSING FACILITIES PARTICIPATE IN ONE OR MORE PROGRAMS SPONSORED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD). 6827838 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 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 0 0 0 1 1 0 0 0 1 71 0 1 374 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 3178453410 10706 SKY PRAIRIE STREET FISHERS IN 46038 X KONSTANTINE ANGELO DIRECTOR 1.00 2.00 X 0 0 0 ANGELO KOSTARIDES DIRECTOR 1.00 2.00 X 0 0 0 THEODORE GULAS DIRECTOR 1.00 2.00 X 0 0 0 ELLEN PLATIS DIRECTOR 1.00 2.00 X 0 0 0 TASOS KALANTZIS DIRECTOR 1.00 2.00 X 0 0 0 MICHAEL PIKAKIS DIRECTOR 1.00 2.00 X 0 0 0 CHRIST COUMANIS DIRECTOR 1.00 2.00 X 0 0 0 JOHN GROSSOMANIDES DIRECTOR 1.00 2.00 X 0 0 0 MARK BULLOCK DIRECTOR 1.00 2.00 X 0 0 0 CHARRIE REGOPOULOS DIRECTOR 1.00 2.00 X 0 0 0 GEORGE NARDONE DIRECTOR 1.00 2.00 X 0 0 0 JOHN ZOURZOUKIS DIRECTOR 1.00 2.00 X 0 0 0 DEMETRIOS MAKRIS DIRECTOR 1.00 2.00 X 0 0 0 STEVE BECK PRESIDENT/CEO 40.00 X 453775 0 25754 CAROL WHITEMAN VP OF HUMAN RESOURCES 40.00 X 152842 0 0 DAWN COLE CONTROLLER 40.00 X 139509 0 38048 ANDREW KAFFES SR. DIRECTOR, GOVT RELATIONS/PUBLIC AFFAIRS 40.00 X 122786 0 38048 SANDRA DZANKOVIC DIRECTOR OF OPERATIONS 40.00 X 102111 0 20171 TIM VAN ROOY DIRECTOR OF DEVELOPMENT 40.00 X 101778 0 0 1072801 0 122021 6 0 1 0 0 6628356 6628356 MANAGEMENT SERVICES 531310 6098365 6098365 RENTAL REVENUE 531310 1159640 1159640 DEVELOPMENT FEE REVENUE 531310 661508 661508 7919513 47936 0 47936 47936 47936 OTHER REVENUE 531310 1890032 1890032 1890032 16485837 9809545 0 47936 1127786 1127786 479529 383623 95906 2767091 2359633 407458 190517 158128 32389 603019 504127 98892 237384 206202 31182 45478 45478 56607 56607 112567 90414 22153 162707 130166 32541 687678 313729 373949 91371 88636 2735 84611 84611 474249 379587 94662 25512 21244 4268 303522 183950 119572 134428 134428 161166 144867 16299 REPAIR & MAINTENANCE 231437 225070 6367 DEVELOPMENT COSTS 156500 156500 TAXES 40877 32702 8175 ASSISTED LIVING 350 350 8174386 6827838 1346548 0 261257 1751311 10092446 9626898 599964 822597 6242763 1200262 5117543 5042501 6867906 14448171 1218589 1570231 24157705 33261709 1658394 1810746 806493 776676 5669929 5460039 551295 529655 8686111 8577116 X 15471594 24684593 15471594 24684593 24157705 33261709 8311451 37896 863652 0 X X 0 1 X 1 0 X 164556 1254732 6628356 8047644 5790148 6539534 6180998 6506684 7919513 32936877 5790148 6704090 7435730 6506684 14547869 40984521 0 1224414 1389411 2613825 1224414 1389411 2613825 38370696 18490 22335 23755 6580 0 71160 18490 22335 23755 6580 71160 182465 1479526 529591 1890032 4081614 5808638 6908890 8939011 7042855 16437901 45137295 0.85010 0.80420 0.00160 0.00240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1029697 1029697 4865367 862288 4003079 347699 337974 9725 5042501 INVESTMENT IN SUBSIDIARIES 8825181 C MASS MUTUAL INVESTMENTS 5622990 C 14448171 PPP LOAN 908399 RELATED PARTY PAYABLE -1074040 LINE OF CREDIT 695296 529655 0 WILLIAM G HELIS CHAPTER 310 ORDER OF AHEPA CHARITABLE FOUNDATION 2550 HILLCREST RD C-1 MOBILE AL 36695 631196192 501(C)(3) 67711 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA 78 CHARITIES INC 608 W 93RD CT CROWN POINT IN 46307 352066389 501(C)(3) 32976 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE PENELOPE HOUSE INC PO BOX 9127 MOBILE AL 36691 630763198 501(C)(3) 30000 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE ORTHODOX VOLUNTEER CORPS PO BOX 5391 PITTSBURG PA 15206 861674798 501(C)(3) 24000 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA COLUMBIA FOUNDATION INC 1728 SAPLING DR COLUMBIA SC 29210 550795079 501(C)(3) 20665 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA 232 FOUNDATION INC 701 ANDREA DRIVE BEECH GROVE IN 46107 850827212 501(C)(3) 18906 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA 501 FOUNDATION INC 8322 KRIM DR NE ALBUQUERQUE NM 87109 850482597 501(C)(3) 16488 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA 192 CHARITABLE TRUST 6301 N WINWOOD DR JOHNSTON IA 50131 391877266 501(C)(3) 15719 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA NORWICH FOUNDATION INC 189 BROWNING ROAD NORWICH CT 06360 311562205 501(C)(3) 15169 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE PENELOPE 54 CHARITABLE FOUNDATION 5547 BEACON SPRINGS LN SUGAR LAND TX 77479 460542987 501(C)(3) 12311 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE CINCINNATI AHEPA PHILANTHROPIC FOUNDATION 3119 BEAVER AVENUE 1502 CINCINNATI OH 45213 300269658 501(C)(3) 10772 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE UAB ARTS IN MEDICINE 1720 2ND AVENUE S BIRMINGHAM AL 35294 636005396 501(C)(3) 10000 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA 302 CHARITABLE FOUNDATION 1023 E YNWOOD DRIVE SAN BERNARDINO CA 92404 300760158 501(C)(3) 9893 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA NEWPORT FOUNDATION INC 560 AQUIDNECK AVE MIDDLETOWN RI 02842 311588067 501(C)(3) 9013 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE PENELOPE 35 INC 12095 48TH AVENUE NORTH PLYMOUTH MN 55442 201376562 501(C)(3) 8464 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA 410 SCHOLARSHIP FOUNDATION INC 4232 S PENINSULA DRIVE WILBUR BY THE SEA FL 32127 260906721 501(C)(3) 8354 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA 3 CHARITIES OF BIRMINGHAM ALABAMA INC 2812 BERKELEY DRIVE BIRMINGHAM AL 35242 636005396 501(C)(3) 7914 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA 113 CHARITABLE FUND 111 DIAMOND DRIVE DAYTON OH 45458 542193934 501(C)(3) 6375 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA HAVERHILL FOUNDATION INC 40 BUTTONWOODS AVENUE HAVERHILL MA 01830 043508225 501(C)(3) 5935 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE PENELOPE #38 CHARITABLE TRUST 3710 SW ROSE PLACE DES MOINES IA 50310 426575065 501(C)(3) 5826 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA PENELOPE DISTRICT 1 CHARITIES INC 2812 BERKELEY DRIVE BIRMINGHAM AL 35242 472543962 501(C)(3) 5496 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA SYRACUSE FOUNDATION INC 3975 ORAN GULF ROAD MANLIUS NY 13104 161538634 501(C)(3) 5496 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA CHAPTER 100 CHARITIES INC 2631 CASTINE WALK MISHAWAKA IN 46544 271506519 501(C)(3) 5496 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA PENSACOLA CHARITABLE FOUNDATION INC 615 DITMAR STREET PENSACOLA FL 32503 275029885 501(C)(3) 5496 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA 408 PHILANTHROPIES INC 2926 CAMBRIDGE DRIVE WILMINGTON NC 28403 510419336 501(C)(3) 5496 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA CHAPTER NO 489 CHARITIES INC 6625 ROWAN ROAD NEW PORT RICHEY FL 34653 261437741 501(C)(3) 5496 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA CHAPTER NO 60 CHARITIES INC 4194 MILADIES LANE DOYLESTOWN PA 18902 800146531 501(C)(3) 5276 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA GREENVILLE FOUNDATION INC 203 SCOTTSWOOD ROAD GREENVILLE SC 29615 453249714 501(C)(3) 5276 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE DAUGHTERS CHAPTER 120 CHARITIES INC 66 PIERPOINT STREET PEABODY MA 01960 208856970 501(C)(3) 5276 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE AHEPA 156 PHILANTHROPIC SOCIETY INC 111 LAKEVIEW DRIVE MCKEES ROCKS PA 15136 833330920 501(C)(3) 5166 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE DAUGHTERS OF PENELOPE CHARITABLE FOUNDATION INC 1909 Q STREET NW STE 500 WASHINGTON DC 20009 472034339 501(C)(3) 28000 0 TO PROVIDE FUNDING FOR CHARITABLE PURPOSE 30 0 0 0 0 0 0 0 0 0 STEVE BECK PRESIDENT/CEO 453775 0 0 0 0 0 0 0 25754 0 479529 0 0 0 CAROL WHITEMAN VP OF HUMAN RESOURCES 152842 0 0 0 0 0 0 0 0 0 152842 0 0 0 DAWN COLE CONTROLLER 139509 0 0 0 0 0 0 0 38048 0 177557 0 0 0 ANDREW KAFFES SR. DIRECTOR, GOVT RELATIONS/PUBLIC 122786 0 0 0 0 0 0 0 38048 0 160834 0 0 0 A INDIANA FINANCE AUTHORITY 351602316 2010-09-29 1000000 FINANCING ACQUISITION, CONSTURCTION, INSTALLATION & EQUIPPING OFFICE BLDG 0 0 0 A 1000000 1000000 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 1 REGIONS BANK 20.000000000000 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WILL BE REVIEWED BY THE PRESIDENT AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEW OF THE POLICY AND COMPLIANCE WITH THE POLICY ARE PERFORMED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO AND KEY EMPLOYEES IS INCLUDED IN THE PROPOSED ANNUAL BUDGET THAT IS REVIEWED THE COMPANY'S BUDGET COMMITTEE. THE BUDGET COMMITTEE CONSISTS ONLY OF MEMBERS OF THE BOARD OF DIRECTORS. THE BUDGET COMMITTEE MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS DURING THE ANNUAL BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND ALL RELATED FINANCIAL AND POLICY INFORMATION ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. PART VII, SECTION A, LINE 1A, COLUMN B ALL THE OFFICERS, DIRECTORS, AND EMPLOYEES LISTED IN PART VII, SECTION A, PERFORMED SIMILAR DUTIES AND HAVE SIMILAR RESPONSIBILITIES FOR RELATED ORGANIZATIONS AS THEY DO FOR THIS ORGANIZATION. THEIR TOTAL HOURS WORKED PER WEEK FOR THIS ORGANIZATION ARE SIMILAR TO HOURS WORKED FOR RELATED ORGANIZATIONS BOTH IN TERMS OF NUMBER OF HOURS WORKED AND TYPE OF WORK PERFORMED. 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