2024-05-03T12:37:40-05:00 2023-09-30 341874260 CBIZ MHM LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2022-10-01 592846971 UPARC APARTMENTS INC UPAR 7277993330 1501 N BELCHER RD 249 CLEARWATER FL 33765 STEPHEN HELLER PRESIDENT 7277993330 2024-05-03 1 STEPHEN HELLER XXX-XX-XXXX 1 LISA BURKE P00220718 8169455500 2024-04-24 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHEN HELLER 1501 N BELCHER RD 249 CLEARWATER FL 33765 147008 0 X WWW.THEARCTB.ORG X 1987 FL SHELTERED SUBSIDIZED HOUSING FOR MENTALLY HANDICAPPED CITIZENS 22 22 0 23 0 0 51578 50570 87219 96323 36 115 0 0 138833 147008 0 0 0 0 0 0 0 0 0 130490 134860 130490 134860 8343 12148 771456 756558 561383 534337 210073 222221 X TO ENHANCE THE DIGNITY AND INDEPENDENCE OF DEVELOPMENTALLY DISABLED PERSONS LIVING IN THE UPPER PINELLAS COUNTY AREA.(CONTINUED ON SCHEDULE O)WE ARE DEDICATED TO ENABLING PERSONS WITH DISABILITIES TO LIVE MORE INDEPENDENTLY SO THEY MAY REALIZE THEIR GOAL TO LIVE, WORK AND BE PRODUCTIVE MEMBERS OF THEIR CHOSEN COMMUNITY. 0 0 130304 96323 THE ORGANIZATION OPERATES A 25-UNIT APARTMENT COMPLEX FOR THE DISABLED LOCATED IN CLEARWATER, FLORIDA. THE PROJECT IS OPERATED UNDER SECTION 202 OF THE HOUSING ACT AND IS REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT.THIS PROGRAM IS STRUCTURED TO SUPPORT RESIDENTS IN DEVELOPING THE NECESSARY SKILLS FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO LIVE INDEPENDENTLY IN THE COMMUNITY. AS PART OF THE PROGRAM, THE RESIDENTS ARE PROVIDED WEEKLY EDUCATION IN SAFETY AND SOCIAL SKILLS, HEALTH AND NUTRITION, JOB SKILL TRAINING, AND PERSONAL BUDGETING. ALL PARTICIPANTS ARE REQUIRED TO EITHER WORK, ACTIVELY BE SEEKING EMPLOYMENT, OR VOLUNTEER WEEKLY. 130304 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 FL X JENNIFER PELLEGRINO 7277993330 1501 N BELCHER RD STE 249 CLEARWATER FL 33765 STEPHEN HELLER PRESIDENT 0.50 2.50 X X 0 0 0 TRAVIS FINCHUM VICE PRESIDENT 0.50 2.50 X X 0 0 0 JOHN HOLCOMBE TREASURER 0.50 1.50 X X 0 0 0 MARGARET MARTIN SECRETARY 0.50 1.50 X X 0 0 0 RICHARD SCHOMP IMMEDIATE PAST PRESIDENT 0.50 2.50 X 0 0 0 KARALIA BALDWIN DIRECTOR 0.50 1.50 X 0 0 0 JENNIFER BROOKS DIRECTOR 0.50 1.50 X 0 0 0 MELODY FIGURSKI DIRECTOR 0.50 1.50 X 0 0 0 JOHN FOX DIRECTOR 0.50 1.50 X 0 0 0 RICHARD HARRIS DIRECTOR 0.50 1.50 X 0 0 0 CHARLES JEFF JOYNER DIRECTOR 0.50 1.50 X 0 0 0 KEVIN KENNEY DIRECTOR 0.50 1.50 X 0 0 0 JOHN KIKER DIRECTOR 0.50 1.50 X 0 0 0 ROBERT KINNEY DIRECTOR 0.50 1.50 X 0 0 0 PAMELA MOORE DIRECTOR 0.50 1.50 X 0 0 0 GRACE SAMARKOS DIRECTOR 0.50 1.50 X 0 0 0 JOHN SCHAEFER DIRECTOR 0.50 1.50 X 0 0 0 PHYLLIS STEELE DIRECTOR 0.50 1.50 X 0 0 0 GREGORY STOCK DIRECTOR 0.50 1.50 X 0 0 0 RICKY BOUCHARD DIRECTOR 0.50 2.50 X 0 0 0 JOHN GREENE DIRECTOR 0.50 2.50 X 0 0 0 MARY LYNE HAWKINS DIRECTOR 0.50 2.50 X 0 0 0 BRIAN SIRACUSA EXECUTIVE DIRECTOR 1.00 48.00 X 0 138107 22510 JENNIFER PELLEGRINO ASSOCIATE EXECUTIVE DIRECTOR 1.00 47.00 X 0 124553 4608 0 262660 27118 0 0 1 0 0 50570 50570 RENT REVENUE 531110 96323 96323 96323 115 115 147008 96323 0 115 2000 2000 1750 1750 806 806 105021 105021 25283 25283 134860 130304 4556 0 5510 5287 708 0 1717204 1055308 683319 661896 81919 89375 771456 756558 32303 38053 90 8 414325 381243 114665 115033 561383 534337 X 210073 222221 210073 222221 771456 756558 12148 0 X X 0 1 X 1 1 1 X 54110 57078 62886 51578 50570 276222 54110 57078 62886 51578 50570 276222 276222 32 36 33 36 115 252 276474 427037 0.99910 0.99940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 218405 218405 1459373 1020667 438706 39426 34641 4785 661896 TENANT DEPOSITS HELD IN TRUST 5033 REPLACEMENT RESERVE 83272 DEPOSITS 1070 89375 NOTE PAYABLE TO AFFILIATE 110000 TENANT DEPOSITS HELD IN TRUST 5033 115033 X 147008 0 147008 0 147008 134860 0 134860 0 134860 PART X, LINE 2: UPARC APARTMENTS, INC. IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME UNDER SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE PROJECT HAS NOT REPORTED ANY UNRELATED BUSINESS INCOME; HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION, IF ANY, OF THE RELATED INCOME TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE PROJECT IS NOT AWARE OF ANY TAX POSITIONS IT HAS TAKEN THAT ARE SUBJECT TO A SIGNIFICANT DEGREE OF UNCERTAINTY. 0 0 0 0 0 0 0 0 0 BRIAN SIRACUSA EXECUTIVE DIRECTOR 0 124857 0 13250 0 0 0 4518 0 17992 0 160617 0 0 PART I, LINE 3 THE ARC TAMPA BAY, INC., A RELATED TAX EXEMPT ORGANIZATION (SEE SCHEDULE R, PART II), USES FORM 990 OF OTHER ORGANIZATIONS AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR. PART I, LINE 6 THE EXECUTIVE DIRECTOR'S BONUS IS DETERMINED USING A GOALS DRIVEN MECHANISM BASED ON THE BOTTOM LINE OF THE ARC TAMPA BAY, INC.'S FINANCIAL STATEMENTS. THE BOARD PRESIDENT CONDUCTS AN INTERVIEW STYLE MEETING WITH THE EXECUTIVE DIRECTOR AT THE END OF EACH FISCAL YEAR TO IDENTIFY OUTCOMES, GOALS, AND HIGHLIGHTS OF EACH FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN UPARC APARTMENTS, INC. MAY BE OBTAINED ON APPLICATION TO ANY MEMBER OF THE BOARD OF DIRECTORS. THE MEMBERSHIP SHALL BE BASED ON A CALENDAR YEAR, EXCEPT THAT MEMBERS JOINING AFTER SEPTEMBER 1 SHALL BE ENTITLED TO MEMBERSHIP UNTIL DECEMBER 31 OF THE FOLLOWING CALENDAR YEAR. ALL DUES-PAYING MEMBERSHIPS SHALL BE CONSIDERED AS FAMILY MEMBERSHIPS WITH VOTING RIGHTS. HONORARY, NON-VOTING MEMBERSHIPS MAY BE AWARDED TO INDIVIDUALS BY ACTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A UPARC APARTMENTS SHARES ITS BOARD OF DIRECTORS WITH THE ARC TAMPA BAY, INC., A RELATED 501(C)(3) ORGANIZATION. MEMBERS OF THE BOARD ARE ELECTED THROUGH THE ARC TAMPA BAY, INC. TO SERVE BOTH ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE (A SUB-COMMITTEE OF THE BOARD OF DIRECTORS WHICH INCLUDES THE PRESIDENT, TREASURER, AND SECRETARY) FOR REVIEW PRIOR TO FILING. MANY COMMITTEE MEMBERS HAVE RECEIVED SPECIAL EDUCATION RELATED TO KEY ASPECTS OF THE FORM 990. THE FINANCE COMMITTEE WILL MAKE RECOMMENDATIONS TO THE FULL BOARD IF NECESSARY AT THE FOLLOWING FULL BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE RISK MANAGEMENT COMMITTEE, A SUB-COMMITTEE OF THE BOARD, MONITORS THE CONFLICT OF INTEREST POLICY QUARTERLY. AS REQUIRED FOR EACH SUB-COMMITTEE, A "CONFLICT OF INTEREST" MESSAGE IS STATED AT THE BEGINNING OF EACH MEETING ACCORDING TO WHAT THE AGENDA FOR EACH MEETING DECLARES. FORM 990, PART VI, SECTION B, LINE 15 QUESTIONS 15A AND 15B DO NOT APPLY AS THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES. ALL SERVICES ARE PERFORMED BY INDIVIDUALS WHO ARE COMPENSATED BY THE ARC TAMPA BAY, INC., A RELATED 501(C)(3) ORGANIZATION. THE PROCESS FOR DETERMINING COMPENSATION FOR TOP MANAGEMENT OFFICIALS EMPLOYED BY THE ARC TAMPA BAY IS DESCRIBED BELOW. 1) DURING THE 11TH MONTH OF THE FISCAL YEAR THE EXECUTIVE DIRECTOR MUST PRESENT IN WRITING THEIR ASSESSMENT OF MEASURABLE GOALS FOR THEIR POSITION. THIS WILL INCLUDE AT A MINIMUM THEIR OPINION ON HOW THEY HAVE ACHIEVED THE FOLLOWING STANDARD GOALS: MANAGEMENT OF THE AGENCY BUDGET; LEGISLATIVE MEASURES; AND AGENCY STABILITY. 2) THE EXECUTIVE DIRECTOR WILL ALSO PRESENT THE METHOD OF ASSESSING THE ASSOCIATE EXECUTIVE DIRECTORS' POSITIONS. ALTHOUGH THE EXECUTIVE DIRECTOR WILL HAVE THE FINAL DECISION FOR EACH ASSOCIATE, THE ASSESSMENT PROCESS WILL BE DISCUSSED WITH THE BOARD ON AN ANNUAL BASIS. 3) THE EXECUTIVE COMMITTEE WILL MEET WITH THE EXECUTIVE DIRECTOR DURING THE SECOND HALF OF THE 11TH MONTH IN THE FISCAL YEAR. DURING THIS MEETING THE DOCUMENTATION OF EXPECTATIONS THAT THE EXECUTIVE DIRECTOR HAD COMPILED WILL BE PRESENTED AND DISCUSSED FOR THE EXECUTIVE DIRECTOR'S POSITION. 4) THIS MEETING WILL BE USED TO GATHER INFORMATION, ASK QUESTIONS TO CLARIFY ITEMS IF NECESSARY AND DRAW CERTAIN CONCLUSIONS ABOUT THE YEAR THEN COMPLETED. THE MEETING WILL ALSO FORMULATE A BASIS FOR THE NEXT FISCAL YEAR'S GOALS FOR THE EXECUTIVE DIRECTOR'S POSITION. 5) THE EXECUTIVE COMMITTEE, AFTER EVALUATING THE INFORMATION THEY HAVE GATHERED, WILL BRING THE SUPPLIED INFORMATION WITH THE APPROPRIATE SUGGESTIONS AND PROPOSALS TO THE FULL BOARD OF DIRECTORS MEETING IN THE 12TH MONTH OF THE FISCAL YEAR. THE FULL BOARD WILL THEN APPROVE (OR DISAPPROVE) THE PROPOSALS SET BY THE EXECUTIVE COMMITTEE. THIS MUST BE MET BY A QUORUM OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST IN PERSON AT THE ADMINISTRATION OFFICE DURING NORMAL BUSINESS HOURS. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE IS GIVEN THE AUDIT IN ADVANCE OF THE BOARD OF DIRECTORS MEETING TO GO THROUGH MORE DETAIL THAN MAY BE PRESENTED AT THE FULL BOARD MEETING. THE FINANCE COMMITTEE ALSO WILL HELP WITH THE PROCESS OF SELECTING THE INDEPENDENT AUDITOR AND BRING THE SUGGESTIONS TO THE FULL BOARD MEETING FOR APPROVAL. THE ARC TAMPA BAY INC 1501 N BELCHER RD STE 249 CLEARWATER FL 33765 591056551 SUPPORT AND EMPOWER PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES FL 501(C)(3) LINE 7 N/A 0 THE ARC TAMPA BAY FOUNDATION INC 1501 N BELCHER RD STE 244 CLEARWATER FL 33765 592174961 PROVIDE FINANCIAL SUPPORT TO THE ARC TAMPA BAY, INC. FL 501(C)(3) LINE 7 THE ARC TAMPA BAY INC 0 RHA BORROWERS CORPORATION 1501 N BELCHER RD STE 249 CLEARWATER FL 33765 592244936 PROVIDE HOMES TO CHALLENGED CONSUMERS ASSOCIATED WITH THE ARC TAMPA BAY FL 501(C)(3) LINE 7 THE ARC TAMPA BAY INC 0 RHA BORROWERS CORPORATION II 1501 N BELCHER RD STE 249 CLEARWATER FL 33765 592296594 PROVIDE HOMES TO CHALLENGED CONSUMERS ASSOCIATED WITH THE ARC TAMPA BAY FL 501(C)(3) LINE 7 THE ARC TAMPA BAY INC 0 UPARC HOUSING INC 1501 N BELCHER RD STE 249 CLEARWATER FL 33765 592394285 PROVIDE HOMES TO CHALLENGED CONSUMERS ASSOCIATED WITH THE ARC TAMPA BAY FL 501(C)(3) LINE 7 THE ARC TAMPA BAY INC 0 UPARC HOUSING II INC 1501 N BELCHER RD STE 249 CLEARWATER FL 33765 592829921 PROVIDE HOMES TO CHALLENGED CONSUMERS ASSOCIATED WITH THE ARC TAMPA BAY FL 501(C)(3) LINE 7 THE ARC TAMPA BAY INC 0 UPARC HOUSING III INC 1501 N BELCHER RD STE 249 CLEARWATER FL 33765 592876046 PROVIDE HOMES TO CHALLENGED CONSUMERS ASSOCIATED WITH THE ARC TAMPA BAY FL 501(C)(3) LINE 7 THE ARC TAMPA BAY INC 0 UPARC HOUSING IV INC 1501 N BELCHER RD STE 249 CLEARWATER FL 33765 593250595 PROVIDE HOMES TO CHALLENGED CONSUMERS ASSOCIATED WITH THE ARC TAMPA BAY FL 501(C)(3) LINE 7 THE ARC TAMPA BAY INC 0 UPARC HOUSING V INC 1501 N BELCHER RD STE 249 CLEARWATER FL 33765 593250598 PROVIDE HOMES TO CHALLENGED CONSUMERS ASSOCIATED WITH THE ARC TAMPA BAY FL 501(C)(3) LINE 7 THE ARC TAMPA BAY INC 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0