2026-04-21T11:19:19-05:00 2025-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 101 SOUTH 5TH STREET STE 2100 LOUISVILLE KY 40202 990 2024-07-01 610715630 NEW DIRECTIONS HOUSING CORPORATION NEWD 5025892272 1617 MAPLE STREET LOUISVILLE KY 40210 TREVOR GILLILAND INTERIM CFO 5025892272 2026-04-20 1 1 STEPHANIE LEW P01080011 8885871719 2024 2025-03-06 01:10:19Z BRIDGETTE JOHNSON 1617 MAPLE STREET LOUISVILLE KY 40210 13478131 0 X WWW.NDHC.ORG X 1971 KY NEW DIRECTIONS HAS BEEN HELPING FAMILIES OVERCOME OBSTACLES TO AFFORDABLE, SAFE, SUSTAINABLE HOUSING IN LOUISVILLE AND SOUTHERN INDIANA. THROUGH OUR HOUSING, HOME-REPAIR, AND REAL ESTATE DEVELOPMENT PROGRAMS, WE HELP BUILD AND STRENGTHEN COMMUNITIES, IMPROVE LIVES, AND ENSURE A BRIGHT FUTURE FOR THOSE IN NEED. 21 21 97 1154 0 0 5841310 5226714 10650173 7531937 632552 603951 -63221 4606 17060814 13367208 0 0 0 0 4939436 5276830 0 0 366915 9063367 9350279 14002803 14627109 3058011 -1259901 38270818 39978322 14342172 17309577 23928646 22668745 X NEW DIRECTIONS CREATES AND PRESERVES HOMES, FOSTERS COMMUNITY STABILITY AND SUPPORTS FAMILIES ON THEIR PATH TO ECONOMIC SUCCESS. 0 0 4794860 4808135 RENTAL PROPERTIES - PROVIDE SHELTER AND SITE-BASED SOCIAL AND EDUCATIONAL SERVICES TO AID LOW-INCOME INDIVIDUALS. NEW DIRECTIONS CONNECTS RESIDENTS TO THE RESOURCES THEY NEED TO MEET THEIR GOALS IN LIFE, INCLUDING SOCIAL SERVICES, YOUTH PROGRAMMING, COACHING, AND GROUP INFORMATIONAL SESSIONS. 3103716 2723802 ASSET AND PROPERTY MANAGEMENT - MAINTAIN AND PRESERVE RENTAL HOUSING TO HELP LOW-INCOME HOUSEHOLDS. NEW DIRECTIONS PROVIDES CLEAN, SAFE, AFFORDABLE, QUALITY HOUSING FOR MORE THAN 821 FAMILIES AND 1,363 INDIVIDUALS OF LOW INCOME, INCLUDING CHILDREN AND SENIORS, IN OUR COMMUNITY'S MOST ECONOMICALLY DISADVANTAGED NEIGHBORHOODS. 4210045 HOME OWNERSHIP PRESERVATION - INCREASE AND PRESERVE AFFORDABLE HOUSING, PRIMARILY IN LOUISVILLE'S WEST END NEIGHBORHOODS. NEW DIRECTIONS MOBILIZES COMMUNITY-WIDE RESOURCES AND HAD 1,154 VOLUNTEERS THIS FISCAL YEAR TO ASSIST LOW TO MODERATE INCOME SENIORS AND DISABLED HOMEOWNERS WITH ESSENTIAL HOME REPAIRS. IN ADDITION, WE PROVIDE LOW TO MODERATE INCOME HOMEOWNERS WITH LARGER HOME REPAIR OPPORTUNITIES THROUGH LOW-INTEREST OR FORGIVABLE LOANS TO PREVENT AND COMBAT THE ISSUE OF VACANT AND ABANDONED PROPERTIES IN OUR CITY. 994859 RESIDENT SERVICES, REAL ESTATE DEVELOPMENT, COMMUNITY BUILDING AND ENGAGEMENT, AND EARLY CHILDHOOD DEVELOPMENT. 994859 13103480 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 1 1 1 0 0 0 1 25 0 1 97 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X X TREVOR GILLILAND 5025892272 1617 MAPLE STREET LOUISVILLE KY 40210 KURT MASON CHAIR 0.25 0.50 X X 0 0 0 ZACH WEDDING IMMEDIATE PAST CHAIR 0.25 0.50 X X 0 0 0 GRETCHEN LEITERMAN VICE CHAIR 0.25 0.50 X X 0 0 0 ELIZABETH RAUCH SECRETARY 0.25 0.50 X X 0 0 0 TONYA MONTGOMERY TREASURER 0.25 0.50 X X 0 0 0 TRICIA BURKE DIRECTOR 0.25 0.50 X 0 0 0 STACHELLE BUSSEY DIRECTOR 0.25 0.50 X 0 0 0 HEATHER M DEARING DIRECTOR 0.25 0.50 X 0 0 0 KEISHA DORSEY DIRECTOR 0.25 0.50 X 0 0 0 DARRELL FULLER DIRECTOR 0.25 0.50 X 0 0 0 KATHRYN GILES DIRECTOR 0.25 0.50 X 0 0 0 ZAN GLOVER DIRECTOR 0.25 0.50 X 0 0 0 ADAM HALL DIRECTOR 0.25 0.50 X 0 0 0 BRENT MILLER DIRECTOR 0.25 0.50 X 0 0 0 ANDREW PLEASANT DIRECTOR 0.25 0.50 X 0 0 0 JENNIFER RECKTENWALD DIRECTOR 0.25 0.50 X 0 0 0 SHERI ROSE DIRECTOR 0.25 0.50 X 0 0 0 W ALFRED SMITH DIRECTOR 0.25 0.50 X 0 0 0 RITA WARD DIRECTOR 0.25 0.50 X 0 0 0 FAITH WEEKLY DIRECTOR 0.25 0.50 X 0 0 0 MARCUS WINKLER DIRECTOR 0.25 0.50 X 0 0 0 GORDON C DUKE DIRECTOR TO 4/2025 0.25 0.50 X 0 0 0 LORI FLANERY PRESIDENT/CEO 40.00 0.75 X 191133 0 6538 BRIDGETTE JOHNSON COO 40.00 0.75 X 161364 0 8884 KATHLEEN MCKUNE CRO 40.00 0.75 X 151667 0 708 CHRISTOPHER ROSZMAN CFO (TILL 11/24)/SR ADV (TILL 1/25) 40.00 0.75 X 120685 0 5228 MICHAEL HEICHELBECH CFO FROM 11/2024 40.00 0.75 X 18462 0 0 DAVID SNYDER CDO 40.00 0.75 X 120226 0 8998 GEORGE SANDERS CIO 40.00 0.75 X 100398 0 8318 JOHN BERAN CSO 40.00 0.75 X 24007 0 4795 887942 0 43469 9 0 1 0 LIFESTONE DYNAMIC LLC 8503 BAYOU WAY LOUISVILLE KY 40242 CONSTRUCTION SERVICES 1867714 BIG G&D LLC 9505 ERIN WAY LOUISVILLE KY 40223 CONSTRUCTION SERVICES 1579867 JACOBS REMODELING 11400 LOWER RIVER RD LOUISVILLE KY 40272 CONSTRUCTION SERVICES 530496 WATSON MECHANICAL AND GENERAL CONTRACTIN PO BOX 161028 LOUISVILLE KY 40256 CONSTRUCTION SERVICES 438441 J M FLETCHERS DESIGN SERVICES 8104 CRIS DRIVE LOUISVILLE KY 40291 CONSTRUCTION SERVICES 269265 14 10000 52675 2789507 2374532 5226714 PROPERTY MANAGEMENT 236000 6070525 6070525 HOUSING DEVELOPMENT 531110 1461412 1461412 7531937 585812 585812 69590 51451 18139 18139 18139 22700 52675 59472 -36772 -36772 DEBT FORGIVENESS 900099 41378 41378 41378 13367208 7531937 0 608557 930763 735811 138186 56766 3728813 2935787 559944 233082 39647 26991 9803 2853 240450 206189 25217 9044 337157 266670 49572 20915 19628 19210 418 129820 114307 15513 502488 461256 33732 7500 61086 48220 12866 179854 121018 54862 3974 57869 47601 1424 8844 5786696 5701856 84726 114 104970 88952 11996 4022 581825 490090 91735 858692 818813 39596 283 698546 663745 34801 PBE DISBURSEMENTS 208859 208859 DIRECT ASSISTANCE 86544 86544 EVENTS/VOLUNTEERS 35092 28649 324 6119 38310 32912 4865 533 14627109 13103480 1156714 366915 1219215 715833 656391 658717 339714 139333 5577475 7585035 15390360 15790696 63217 55097 30867406 17807409 13057548 13059997 1966898 1973614 38270818 39978322 1709792 2158645 133055 126639 11720951 12964117 628335 1625375 150039 434801 14342172 17309577 X 23068632 21884253 860014 784492 23928646 22668745 38270818 39978322 -1259901 0 X X 0 1 X 1 1 1 X 3237847 2975912 3164163 5841310 5226714 20445946 6560807 6622206 6369287 10650173 7531937 37734410 9798654 9598118 9533450 16491483 12758651 58180356 8500 2847114 2855614 741700 726682 853731 924299 1095423 4341835 741700 726682 853731 932799 3942537 7197449 50982907 64590 82168 109768 881328 585812 1723666 64590 82168 109768 881328 585812 1723666 5200 5200 21899 32411 96527 16474 41378 208689 9885143 9717897 9739745 17389285 13385841 60117911 0.84800 0.89560 0.02870 0.02540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1993142 1993142 23800897 15753094 8047803 3568438 1958134 1610304 1504929 96181 1408748 13059997 FSS LIABILITY 353534 TENANT SECURITY DEPOSITS 81267 434801 X PART X, LINE 2: THE ORGANIZATION HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING THAT IT IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. I RISE GALA 75375 52675 22700 7389 25816 950 25317 75375 52675 22700 7389 25816 950 25317 59472 -36772 X 0 0 0 0 0 0 0 1 0 LORI FLANERY PRESIDENT/CEO 191133 0 0 0 0 0 5830 0 708 0 197671 0 0 0 BRIDGETTE JOHNSON COO 159512 0 1852 0 0 0 3656 0 5228 0 170248 0 0 0 KATHLEEN MCKUNE CRO 151667 0 0 0 0 0 0 0 708 0 152375 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED A BONUS FOR PAYING OUT EXCESS PTO THAT OWULD HAVE OTHERWISE BEEN FORFEITED. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD FOR THEIR REVIEW PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C NEW DIRECTIONS HOUSING CORPORATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH ANNUAL REVIEW. IN ADDITION TO ANNUAL REVIEW, OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DECLARE POTENTIAL CONFLICTS OF INTEREST FOR REVIEW BY THE BOARD'S EXECUTIVE COMMITTEE OR EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL REVIEWS AND COMPENSATION ADJUSTMENTS FOR THE PRESIDENT AND CEO ARE CONDUCTED BY THE BOARD CHAIR. ANNUAL REVIEWS AND COMPENSATION ADJUSTMENTS FOR TOP EXECUTIVE STAFF ARE CONDUCTED BY THE PRESIDENT AND CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. 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