2026-04-15T22:58:49-05:00 2025-06-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2024-07-01 593386553 GULF COAST HERON HOUSING INC GULF 7274791800 14041 ICOT BLVD CLEARWATER FL 337603702 DR SANDRA E BRAHAM PRESIDENT/CEO 7274791800 2026-04-07 1 1 LISA BURKE P00220718 8169455500 2026-04-07 2024 2025-03-06 01:10:19Z DR SANDRA E BRAHAM 14041 ICOT BLVD CLEARWATER FL 337603702 957210 0 X N/A X 1996 FL TO PROVIDE HOUSING TO THE LOW-INCOME ELDERLY POPULATION 2 2 0 2 0 0 592764 608045 337266 330351 3064 156 10385 18658 943479 957210 0 0 0 0 223320 220779 0 0 0 1123665 1125124 1346985 1345903 -403506 -388693 2813184 2689074 6516957 6783013 -3703773 -4093939 TO PROVIDE ELDERLY PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING. 0 0 1025979 349009 THE ORGANIZATION OPERATES MYRTLE OAKS, A 99-UNIT RESIDENTIAL FACILITY IN HILLSBOROUGH COUNTY, FLORIDA FOR LOW-INCOME ELDERLY PERSONS UNDER SECTION 202 OF THE NATIONAL HOUSING ACT. THE PROJECT IS REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT WITH RESPECT TO RENTAL CHARGES AND OPERATING METHODS. 1025979 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 X 8 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X ANTHONY SACCENTO CFO 7274791800 14041 ICOT BLVD CLEARWATER FL 337603702 EDI ERB CHAIR 2.00 0.50 X X 0 0 0 SHEILA LOPEZ DIRECTOR 2.00 0.50 X 0 0 0 DR SANDRA E BRAHAM PRESIDENT/CEO 2.00 42.50 X 0 285937 29683 ANTHONY SACCENTO CFO 2.00 42.50 X 0 27692 415 ELKE CUMMING SR VICE PRESIDENT 2.00 40.50 X 0 122438 12234 0 436067 42332 0 0 1 0 0 608045 608045 RENTAL INCOME 531110 330351 330351 330351 156 156 LAUNDRY AND VENDING IN 812300 11266 11266 FORFEITED SECURITY DEP 900099 7352 7352 40 40 18658 957210 349009 0 156 173049 62229 110820 37918 1699 36219 9812 9812 96513 96513 61859 61859 253 253 46357 31844 14513 752767 752767 1955 1955 3589 3589 161831 161831 1345903 1025979 319924 0 197510 15711 1694 1483 0 71 6226386 3847505 2423999 2378881 189981 292928 2813184 2689074 43469 32037 94 94 5832392 5832392 641002 918490 6516957 6783013 X -3703773 -4093939 -3703773 -4093939 2813184 2689074 -388693 -1473 0 X X 0 1 X 1 1 1 X 580413 560191 552620 592764 608045 2894033 269330 275091 300311 337266 330351 1512349 6630 8534 8575 10385 18658 52782 856373 843816 861506 940415 957054 4459164 0 0 0 4459164 63 2 1128 3064 156 4413 63 2 1128 3064 156 4413 856436 843818 862634 943479 957210 4463577 0.99900 0.99860 0.00100 0.00140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 705072 705072 5334026 3668992 1665034 103578 94803 8775 83710 83710 0 2378881 REPLACEMENT RESERVE 243281 TENANT DEPOSITS HELD IN TRUST 49436 RESIDUAL RECEIPTS RESERVE 211 292928 TENANT DEPOSITS HELD IN TRUST 27881 DUE TO GCJFCS 890609 918490 X 957210 0 957210 0 957210 1345903 0 1345903 0 1345903 PART X, LINE 2: NEITHER THE PROJECT NOR ITS OWNER GULF COAST HERON HOUSING, INC. IS SUBJECT TO INCOME TAXES. GULF COAST HERON HOUSING, INC. IS A NONPROFIT PROJECT EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME UNDER SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE AS AN PROJECT 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. TAX FILINGS FOR TAX YEARS AFTER 2022 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. 0 0 0 0 0 0 0 0 0 DR SANDRA E BRAHAM PRESIDENT/CEO 0 273437 0 12500 0 0 0 5431 0 24252 0 315620 0 0 PART I, LINE 3 THE ORGANIZATION'S OFFICERS ARE SHARED WITH AND COMPENSATED BY GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES, INC. (GCJFCS), A RELATED 501(C)(3) ORGANIZATION. SEE THE SCHEDULE O DISCLOSURE IN RESPONSE TO FORM 990, PART VI, SECTION B, LINE 15 FOR A DESCRIPTION OF THE PROCESS GCJFCS USES TO DETERMINE COMPENSATION. FORM 990, PART V, LINES 2A AND 2B: THE ORGANIZATION SHARES EMPLOYEES WITH GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES, INC. (GCJFCS). ALL PAYROLL REPORTS WERE TIMELY FILED BY GCJFCS. FORM 990, PART VI, SECTION A, LINE 3 GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES, INC. (GCJFCS), THE MANAGEMENT AGENT AND RELATED 501(C)(3) ORGANIZATION, PROVIDES MANAGEMENT SERVICES TO GULF COAST HERON HOUSING, INC. (HERON) AND IS PAID A MANAGEMENT FEE WHICH IS DETERMINED AND APPROVED BY HUD. HERON EMPLOYEES ARE ALSO EMPLOYEES OF GCJFCS. HERON REIMBURSES GCJFCS FOR THEIR PORTION OF PAYROLL EXPENSES AND OTHER OPERATING COSTS PROVIDED BY GCJFCS. SEE SCHEDULE R, PARTS II AND V. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S PRESIDENT/CEO, CFO, AND BOARD TREASURER CONDUCT THE INITIAL REVIEW OF THE FORM 990 AND PROVIDE ANY SUGGESTED CHANGES TO THE PREPARER OF THE FORM. ONCE ANY CHANGES HAVE BEEN MADE, AND AT LEAST ONE WEEK PRIOR TO THE FILING DEADLINE, EACH VOTING BOARD MEMBER IS PROVIDED WITH A COPY OF THE FORM FOR FINAL REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THAT A COPY OF THE CONFLICT OF INTEREST POLICY BE GIVEN TO ALL BOARD MEMBERS, STAFF MEMBERS, VOLUNTEERS, AND STAKEHOLDERS UPON COMMENCEMENT OF SUCH PERSON'S RELATIONSHIP WITH THE ORGANIZATION. EACH BOARD MEMBER, OFFICER, STAFF MEMBER, AND VOLUNTEER IS REQUIRED TO SIGN AND DATE THE POLICY AT THE BEGINNING OF HIS/HER TERM OF SERVICE OR EMPLOYMENT AND EACH YEAR THEREAFTER. THE POLICY REQUIRES THAT ANY POTENTIAL AND/OR ACTUAL CONFLICTS OF INTEREST BE DISCLOSED. CONFLICTS ARE MONITORED ON AN ONGOING BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE POLICIES TO SET COMPENSATION FOR THE TOP MANAGEMENT OFFICIALS AND OTHER OFFICERS OR KEY EMPLOYEES AS DESCRIBED IN QUESTIONS 15A AND 15B DO NOT APPLY AS A RELATED ORGANIZATION HANDLES COMPENSATION FOR GULF COAST HERON HOUSING. THE TOP MANAGEMENT AND TOP FINANCIAL OFFICIALS LISTED IN PART VII ARE SHARED WITH AND COMPENSATED BY GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES, INC. (GCJFCS). THE PROCESS FOR DETERMINING COMPENSATION BY GCJFCS IS DESCRIBED BELOW. THE EXECUTIVE COMMITTEE IS COMPRISED SOLELY OF INDIVIDUALS WHO DO NOT HAVE CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT BEING DETERMINED. COMPENSATION ARRANGEMENTS MUST BE APPROVED IN ADVANCE BY THE EXECUTIVE COMMITTEE BEFORE ANY PAYMENT IS MADE. IN DETERMINING COMPENSATION, THE EXECUTIVE COMMITTEE MUST RELY ON COMPARABILITY DATA THAT DEMONSTRATES THE FAIR MARKET VALUE OF THE COMPENSATION IN QUESTION. SUCH DATA MAY INCLUDE EXPERT COMPENSATION STUDIES BY INDEPENDENT FIRMS, WRITTEN JOB OFFERS FOR COMPARABLE POSITIONS IN SIMILAR ORGANIZATIONS, AND INFORMATION OBTAINED FROM IRS FILINGS OF SIMILAR ORGANIZATIONS. THE DELIBERATION AND DECISION PROCESS IS DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. COMPENSATION LEVELS ARE REVIEWED ON AN ANNUAL BASIS UNLESS AN APPROVED EMPLOYMENT AGREEMENT COVERING A LONGER PERIOD OF TIME IS IN EFFECT. ANY CHANGES TO APPROVED EMPLOYMENT AGREEMENTS ARE TO FOLLOW THE SAME PROCEDURE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH UNDER IRC SECTION 6104(D). FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION OF THE OUTSIDE AUDIT FIRM, AND FOR THE CONDUCT OF THE ANNUAL FINANCIAL STATEMENT AND COMPLIANCE AUDITS. IN ADDITION, THE FINANCE COMMITTEE IS RESPONSIBLE FOR: ENSURING THAT ADEQUATE INTERNAL CONTROLS ARE IN PLACE TO SAFEGUARD THE ASSETS OF THE ORGANIZATION, REVIEWING THE MONTHLY FINANCIAL STATEMENTS; AND FOR MONITORING RISK MANAGEMENT AND COMPLIANCE PRACTICES OF THE ORGANIZATION. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES INC 14041 ICOT BLVD CLEARWATER FL 33760 591229354 INDIVIDUAL AND FAMILY SERVICES FL 501(C)(3) LINE 7 N/A 0 GULF COAST EGRET HOUSING INC 14041 ICOT BLVD CLEARWATER FL 33760 593326398 TO PROVIDE AFFORDABLE HOUSING TO THE LOW-INCOME, ELDERLY AND DISABLED FL 501(C)(3) LINE 10 GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES INC 0 GULF COAST CARES INC 14041 ICOT BLVD CLEARWATER FL 33760 475550256 TO SUPPORT THE MISSION OF GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES FL 501(C)(3) LINE 12A, I GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES INC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0