2025-05-07T13:57:41-05:00 2024-06-30 351750664 DAUBY O'CONNOR & ZALESKI LLC 501 CONGRESSIONAL BLVD 300 CARMEL IN 46032 990 2023-07-01 273583614 NATIVITY BVM PLACE NATI 2676635430 222 N 17TH STREET PHILADELPHIA PA 19103 HEATHER HUOT PRESIDENT 2676635430 2025-05-06 1 1 MATTHEW BARNARD P01833048 3178485700 2023 2025-03-06 01:10:19Z HEATHER HUOT 222 N 17TH STREET PHILADELPHIA PA 19103 717523 0 X WWW.HUMANGOOD.ORG/NATIVITY-BVM/ X 2010 PA DEVELOPMENT AND RENTAL OF LOW INCOME HOUSING FOR SENIORS AGE 62+ IN PORT RICHMOND 7 7 2 7 0 0 395015 425720 277389 286061 31 31 6628 5711 679063 717523 0 0 0 0 145407 163293 0 0 0 861126 872579 1006533 1035872 -327470 -318349 9847827 9507563 2012118 1990203 7835709 7517360 DEVELOPMENT AND RENTAL OF LOW INCOME HOUSING FOR SENIORS AGE 62+ IN PORT RICHMOND NEIGHBORHOOD OF PHILADELPHIA 0 0 979271 286931 OPERATION OF A 63-UNIT HOUSING PROJECT FOR SENIORS AGES 62 AND OLDER IN THE PORT RICHMOND NEIGHBORHOOD OF PHILADELPHIA 979271 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 2 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X MANAGEMENT COMPANY 6102601111 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 X HEATHER HUOT PRESIDENT 1.00 X X 0 0 0 JOHN MEACHAM VICE PRESIDENT 1.00 X X 0 0 0 SUSAN MCCRARY SECRETARY 1.00 X X 0 0 0 MARK NESSEL TREASURER 1.00 X X 0 0 0 RUBEN DAVID MEMBER 1.00 X 0 0 0 MATTHEW GAMBINO MEMBER 1.00 X 0 0 0 TAMEATA JORDAN MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 425720 425720 RENTAL INCOME 531110 286061 281220 4841 286061 31 31 LAUNDRY REVENUE 531110 5691 5691 TENANT CHARGES 531110 20 20 5711 717523 286931 0 4872 X 125698 125698 4584 4584 23711 23711 9300 9300 38953 38953 200 200 17648 17648 268965 268965 9669 9669 99867 99867 1165 1165 1230 1230 329066 329066 55925 55925 REPAIRS AND MAINTENANCE 27979 27979 SUPPLIES 17831 17831 4081 4081 1035872 979271 56601 0 7053 65845 10200 10200 7028 1160 1377 1807 12226750 3018368 9479931 9208382 342238 220169 9847827 9507563 193854 184006 15 94 21713 22902 1695000 1695000 101536 88201 2012118 1990203 X 7835709 7517360 7835709 7517360 9847827 9507563 -318349 0 X 0 1 X 1 1 1 X 8197 395015 425720 828932 626638 626991 629826 277389 286061 2446905 626638 626991 638023 672404 711781 3275837 0 0 0 3275837 34 23 28 31 31 147 34 23 28 31 31 147 9807 7184 6327 6628 5711 35657 636479 634198 644378 679063 717523 3311641 0.98920 0.98780 0.00000 0.00010 X SCHEDULE A, PART III LINE 12, EXPLANATION FOR OTHER INCOME: MISCELLANEOUS INCOME CONSISTS OF LAUNDRY & VENDING CHARGES, KEY & LOCKS CHANGES, AND OTHER INCOME ITEMS FOR SERVICES PROVIDED FOR THE CONVENIENCE OF THE TENANTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1 1 12075515 2888009 9187506 111676 96405 15271 39558 33954 5604 9208382 RESIDUAL RECEIPTS AVAILABLE FOR RECAPTURE 27 ACCRUED MANAGEMENT FEE PAYABLE 22595 DEFERRED DEVELOPER FEE 65579 88201 X 717523 0 717523 0 717523 1035872 0 1035872 0 1035872 PART IV, LINE 2B: THE ORGANIZATION HOLDS IN TRUST SECURITY DEPOSITS ADVANCED BY THE TENANTS. 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 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. FORM 990, PART V, LINE 2: NATIVITY B.V.M PLACE IS PART OF A GROUP OF COMPANIES FOR WHICH PRESBYSERVICES D/B/A PRESBY AFFORDABLE HOUSING (EIN: 23-3000326) IS CONSIDERED A COMMON PAY AGENT FOR W-2 REPORTING. PRESBYSERVICES REPORTS ALL EMPLOYEES ON ITS FORM W-3; HOWEVER, EACH GROUP MEMBER IS ALLOCATED EMPLOYEES, SALARY EXPENSE AND BENEFITS. PER IRS INSTRUCTIONS, EMPLOYEES LISTED ON FORM 990 PART V, LINE 2A ARE DEEMED TO BE EMPLOYEES OF THIS ORGANIZATION. NATIVITY B.V.M PLACE, DOES NOT, HOWEVER REPORT THESE EMPLOYEES ON A SEPARATE W-3 UNDER ITS OWN EIN. FORM 990, PART VI, SECTION A, LINE 3 HUMANGOOD PENNSYLVANIA PROVIDES MANAGEMENT AND OTHER SUPPORTIVE SERVICES TO THE ORGANIZATION UNDER A MANAGEMENT AGREEMENT. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A DRAFT OF THE FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF POLICY APPLIES TO ALL DIRECTORS AND OFFICERS OF THE ORGANIZATION. IF THE BOARD OR A COMMITTEE WITH BOARD-DELEGATED POWERS HAS REASON TO BELIEVE THAT A PERSON HAS FAILED TO COMPLY WITH THE CORPORATION'S CONFLICT OF INTEREST POLICY, IT SHALL INFORM THE PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO COMPLY. IF, AFTER HEARING THE RESPONSE OF THE PERSON AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR COMMITTEE WITH BOARD-DELEGATED POWERS DETERMINES THAT THE PERSON HAS IN FACT FAILED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. IN ADDITION TO ANNUAL DISCLOSURE, THE MINUTES OF MEETINGS OF THE BOARD AND COMMITTEES WITH BOARD-DELEGATED POWERS SHALL INCLUDE CONFIRMATION THAT ALL PERSONS WHO ATTENDED THE MEETING ARE IN COMPLIANCE WITH THE ORGANIZATIONS' CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ANY COMPENSATED INDIVIDUALS THAT MEET THE INTERNAL REVENUE SERVICE DEFINITION OF TOP MANAGEMENT OFFICIAL, OFFICER OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER CONTRACTS AND BANK FEES: PROGRAM SERVICE EXPENSES 136,974. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 136,974. SECURITY CONTRACT: PROGRAM SERVICE EXPENSES 131,991. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 131,991. CATHOLIC HOUSING & COMMUNITY SERVICES 222 N 17TH STREET PHILADELPHIA PA 19103 822320973 SENIOR HOUSING COMMUNITY SERVICES PA 501(C)(3) LINE 9 N/A 0 CATHOLIC COMMUNITY SERVICES 222 N 17TH STREET PHILADELPHIA PA 19103 463347369 COMMUNITY SERVICES PA 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0