2025-11-07T09:34:58-06:00 2024-12-31 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2024-01-01 204375532 ALLIED JEWISH APARTMENTS FOUNDATION 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 2025-10-17 2024 2025-03-06 01:10:19Z KAVOD SENIOR LIFE FOUNDATION MICHAEL KLEIN 22 SOUTH ADAMS STREET DENVER CO 80209 539193 0 X WWW.KAVODSENIORLIFE.ORG X 2006 CO TO PROVIDE SUPPORT TO LOW INCOME SENIORS SEEKING HOUSING AND SUPPORT SERVICES 10 10 0 10 303175 0 0 4184 0 0 537278 534135 0 0 537278 538319 0 0 0 0 0 0 0 0 3160 52185 152865 52185 152865 485093 385454 6900262 7538441 0 0 6900262 7538441 TO PROVIDE SUPPORT FOR THE FUNCTIONS OF ALLIED HOUSING, INC. WITH PARTICULAR FOCUS ON IMPROVING THE LIVES OF THE RESIDENTS OF ALLIED HOUSING, INC. 0 0 131291 ALLIED JEWISH APARTMENTS FOUNDATION SUPPORTS ELDERLY LOW INCOME HOUSING OF ALLIED HOUSING, INC. LOCATED IN DENVER, COLORADO. 131291 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 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 0 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 1 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 X JOHN MCCARTHY 3033991146 22 SOUTH ADAMS STREET DENVER CO 80209 PERRY MOSS PRESIDENT/PAST KAVOD SENIO 1.00 1.00 X X 0 0 0 JAY MACTAS PAST KAVOD SENIOR LIFE MEM 1.00 X X 0 0 0 MOLLY ZWERDLINGER KAVOD SENIOR LIFE MEMBER 1.00 1.00 X 0 0 0 JAN SCHORR KAVOD SENIOR LIFE MEMBER 1.00 X 0 0 0 BRIAN RECHT OUTSIDE MEMBER 1.00 X 0 0 0 ALAN REIFLER OUTSIDE MEMBER 1.00 1.00 X 0 0 0 JOEY SIMON KAVOD SENIOR LIFE MEMBER 1.00 1.00 X 0 0 0 KEVIN SHULLER OUTSIDE MEMBER 1.00 1.00 X 0 0 0 YOLANDA WEBB KAVOD SENIOR LIFE MEMBER 1.00 1.00 X 0 0 0 LINDA KALAT KAVOD SENIOR LIFE MEMBER 1.00 X 0 0 0 MICHAEL KLEIN PRESIDENT/CHIEF EXECUTIVE 2.00 9.25 X 0 307862 0 0 307862 0 0 0 1 0 0 4184 4184 230960 230960 304049 874 303175 303175 303175 538319 0 303175 230960 52865 45404 6368 1093 100000 85887 12046 2067 152865 131291 18414 3160 6804416 7434249 95846 104192 6900262 7538441 0 0 X 6804417 7434249 95845 104192 6900262 7538441 6900262 7538441 385454 252725 0 X 0 1 X 1 0 X X 1 ALLIED HOUSING INC 840584939 10 1 100000 0 1 100000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART I, LINE 12G ALLIED JEWISH APARTMENTS FOUNDATION IS ORGANIZED AND OPERATED AS A SUPPORTING ORGANIZATION FOR THE SUPPORT AND FURTHERANCE OF THE CHARITABLE TAX-EXEMPT PURPOSES OF ALLIED HOUSING, INC. (AHI). PARTICULARLY, AMONG ITS BROADER TAX-EXEMPT PURPOSES, THE FOUNDATION IS ORGANIZED AND OPERATED TO SUPPORT AHI BY MANAGING AND MAINTAINING AN ENDOWMENT FUND TO SUPPORT AHI'S CHARITABLE PURPOSES. FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2024, THERE WERE $100,000 IN DISTRIBUTIONS MADE TO AHI. 6900262 4185 787734 100000 53740 7538441 6017345 936009 53092 6900262 7307568 -1234139 56084 6017345 6472208 884071 48712 7307567 6063893 703961 250886 44760 6472208 0.98620 0.00700 0.00680 1 0 0 X 738179 252725 252725 485454 52865 52865 538319 100000 0 100000 52865 52865 152865 PART X, LINE 2: THE FOUNDATION 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 NOT BEEN DETERMINED TO BE A PRIVATE FOUNDATION. THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. WE HAVE DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAVE NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. 0 0 0 0 0 0 0 0 0 MICHAEL KLEIN PRESIDENT/CHIEF EXECUTIVE 0 261958 0 45904 0 0 0 0 0 0 0 307862 0 0 PART I, LINE 3 THE FOUNDATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THESE METHODS TO ESTABLISH THE COMPENSATION OF OFFICERS. FORM 990, PART VI, SECTION A, LINE 2 THE BOARD MEMBERS HAVE A BUSINESS RELATIONSHIP WITH MICHAEL KLEIN WHO IS AN OFFICER OF A RELATED TAX-EXEMPT ORGANIZATION FOR WHICH THEY SERVE ON THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 ALLIED HOUSING, INC. IS THE SOLE VOTING MEMBER OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A ALLIED HOUSING INC., THE SOLE MEMBER OF THE FOUNDATION, SHALL HAVE THE RIGHT TO ELECT OR APPOINT MEMBERS OF THE FOUNDATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SENT TO THE BOARD TREASURER ONLY BUT IS AVAILABLE FOR REVIEW UPON REQUEST BY ANY BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS AND OFFICERS OF THE ORGANIZATION. THE PRESIDENT/CEO CONSISTENTLY MONITORS CONTRACTS AND VENDORS THE ORGANIZATION IS USING TO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST VIOLATIONS WITH THE GOVERNING BODY. IF A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE CONFLICT IS EXCLUDED FROM DELIBERATIONS AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PAID TO THE PRESIDENT/CEO IS PAID BY ALLIED HOUSING, INC., A RELATED TAX-EXEMPT ORGANIZATION. ALLIED HOUSING, INC. USES COMPARABLE SALARY DATA FROM ORGANIZATIONS OF SIMILAR SIZE REGIONALLY AND NATIONALLY AND APPROVAL BY THE EXECUTIVE COMMITTEE TO ESTABLISH COMPENSATION AMOUNTS FOR THE PRESIDENT/CEO. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ALLIED HOUSING INC 22 SOUTH ADAMS STREET DENVER CO 80209 840584939 PROVIDE SUPPORT FOR LOW INCOME HOUSING TO THE ELDERLY CO 501(C)(3) N/A 0 ALLIED HOUSING EAST LLLP 22 SOUTH ADAMS STREET DENVER CO 80209 275277358 PROVIDE LOW INCOME HOUSING TO THE ELDERLY CO ALLIED HOUSING INC RELATED 0 0 ALLIED HOUSING WEST LLLP 22 SOUTH ADAMS STREET DENVER CO 80209 275282796 PROVIDE LOW INCOME HOUSING TO THE ELDERLY CO ALLIED HOUSING INC RELATED 0 0 ALLIED HOUSING SOUTH LLLP 22 SOUTH ADAMS STREET DENVER CO 80209 275283062 PROVIDE LOW INCOME HOUSING TO THE ELDERLY CO ALLIED HOUSING INC RELATED 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALLIED HOUSING INC B 100000 CASH