2025-11-07T09:35:45-06:00 2024-12-31 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2024-01-01 840584939 ALLIED HOUSING INC ALLI 3033991146 22 SOUTH ADAMS STREET DENVER CO 80209 MICHAEL KLEIN PRESIDENT/CEO 3033991146 2025-11-05 1 1 SHAWN D DREIMAN CPA P00380913 3178413393 2025-11-04 2024 2025-03-06 01:10:19Z KAVOD SENIOR LIFE MICHAEL KLEIN 22 SOUTH ADAMS STREET DENVER CO 80209 1309327 0 X WWW.KAVODSENIORLIFE.ORG X 1968 CO PROVIDE HOUSING AND SUPPORT SERVICES TO LOW INCOME SENIORS 16 16 120 291 0 0 781526 888378 242775 250810 78495 48755 76370 80386 1179166 1268329 0 0 0 0 628129 630196 0 0 18843 61035 240368 689164 870564 490002 397765 3205277 3672644 135672 205274 3069605 3467370 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 782909 250810 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. 782909 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 42 0 1 120 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CO X JOHN MCCARTHY 3033991146 22 SOUTH ADAMS STREET DENVER CO 80209 MOLLY ZWERDLINGER PAST CHAIR 1.00 X 0 0 0 SCOTT FISHER CHAIR 1.00 1.00 X X 0 0 0 DEBRA PIAZZA MEMBER 1.00 X 0 0 0 BRIAN BOTNICK SECRETARY 1.00 X X 0 0 0 ELLEN ABRAMS MEMBER 1.00 X 0 0 0 ALAN REIFLER MEMBER 1.00 X 0 0 0 ROB FRIEDMAN MEMBER 1.00 X 0 0 0 JAN SCHORR MEMBER/AT-LARGE 1.00 X 0 0 0 DEBRA SCHUSTER MEMBER 1.00 X 0 0 0 JOEY SIMON TREASURER 1.00 1.00 X X 0 0 0 JAMIE SARCHE MEMBER 1.00 X 0 0 0 GARY SALTZMAN MEMBER 1.00 X 0 0 0 DR HANAH POLOTSKY MEMBER 1.00 X 0 0 0 CONNELL SALTZMAN MEMBER/AT-LARGE 1.00 X 0 0 0 YOLANDA WEBB MEMBER 1.00 1.00 X 0 0 0 ESSEY YIRDAW MEMBER 1.00 X 0 0 0 MICHAEL KLEIN PRESIDENT/CEO 10.50 34.00 X 307862 0 0 KARA HARVEY CHIEF OPERATING OFFICER 40.00 X 87542 0 0 JOHN L MCCARTHY CHIEF FINANCIAL OFFICER 40.00 X 172331 0 0 TRACY KAPAUN FORMER CHIEF OPERATING OFFICER 40.00 X 62461 0 0 630196 0 0 2 1 1 0 MILE HIGH MERCANTILE 27716 E FROST PL AURORA CO 80016 153296 1 7898 100000 780480 888378 MANAGEMENT FEE REVENUE 623000 238800 238800 INCOME FROM PARTNERSHI 532000 12010 12010 250810 48755 48755 99183 7898 40998 58185 58185 OTHER INCOME 900099 22201 22201 22201 1268329 250810 0 129141 X 630196 541254 75915 13027 145398 124877 17515 3006 257 221 31 5 158438 136076 19087 3275 TENANT ACTIVITIES 106541 91505 12834 2202 STAFF TRAINING 205 176 25 4 FUNDRAISING ADJUSTMENT -40998 -40998 SALARY ADJUSTMENT -129473 -111200 -15597 -2676 870564 782909 68812 18843 1084441 1040447 347995 279005 165209 157191 2390 3717 3180 1979 114350 126360 1487712 2063945 3205277 3672644 45672 43274 90000 162000 135672 205274 X 2621032 3160369 448573 307001 3069605 3467370 3205277 3672644 397765 0 X 0 1 X 1 0 X 731382 815872 395797 873546 987561 3804158 252606 265301 238310 242775 250810 1249802 983988 1081173 634107 1116321 1238371 5053960 293510 41045 34576 29666 145724 544521 209052 206229 220227 202305 199521 1037334 502562 247274 254803 231971 345245 1581855 3472105 7635 4522 8937 78495 48755 148344 7635 4522 8937 78495 48755 148344 -23929 21702 22201 19974 991623 1085695 619115 1216518 1309327 5222278 0.66490 0.66550 0.02840 0.02210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM RELATED ENTITIES 1887524 DEFERRED COMPENSATION PLAN 176421 2063945 DEFERRED COMPENSATION PLAN 162000 162000 X 1309327 40998 40998 1268329 0 1268329 911562 40998 40998 870564 0 870564 PART X, LINE 2: ALLIED HOUSING, INC. IS ORGANIZED 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 THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. ALLIED HOUSING, INC. HAS DETERMINED THAT IT IS NOT SUBJECT TO 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 40,998. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING ADJUSTMENT 40,998. ANNUAL MEETING 107081 7898 99183 5515 26454 350 8679 107081 7898 99183 5515 26454 350 8679 40998 58185 0 0 0 0 0 0 0 1 0 MICHAEL KLEIN PRESIDENT/CEO 261958 0 45904 0 0 0 0 0 0 0 307862 0 0 0 JOHN L MCCARTHY CHIEF FINANCIAL OFFICER 161331 0 11000 0 0 0 0 0 0 0 172331 0 0 0 TRACY KAPAUN FORMER CHIEF OPERATING OFFICER 62461 0 0 0 0 0 0 0 0 0 62461 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, 2024, 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 AND 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 124,877. MANAGEMENT AND GENERAL EXPENSES 17,515. FUNDRAISING EXPENSES 3,006. TOTAL EXPENSES 145,398. ALLIED HOUSING 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 INC 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 1319 153318 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 5918 123768 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 4901 159369 0 1 0.01000 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 ALLIED HOUSING SOUTH LLLP O 181070 SQUARE FOOTAGE ALLIED HOUSING EAST LLLP O 381244 SQUARE FOOTAGE ALLIED HOUSING WEST LLLP O 268282 SQUARE FOOTAGE ALLIED JEWISH APARTMENTS FOUNDATION C 100000 CASH