2026-01-16T12:16:54-06:00 2024-12-31 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990 2024-01-01 264520112 PATRIOT SERVICES GROUP INC PATR 9046862681 10151 DEERWOOD PARK BLVD STE 250 JACKSONVILLE FL 32256 PAUL ANDERSON EXECUTIVE DIRECTOR 9046862681 2026-01-13 1 1 SETH D HENNARD P02490085 7168563300 2026-01-13 2024 2025-03-06 01:10:19Z FKA INVEST IN AMERICA'S VETERANS FOUNDATION SHANE CORMIER 10151 DEERWOOD PARK BLVD STE 250 JACKSONVILLE FL 32256 57253936 0 X PATRIOTSERVICES.ORG X 2010 FL TO PROVIDE SAFE, CLEAN, AFFORDABLE HOUSING TO LOW- TO VERY-LOW-INCOME INDIVIDUALS AND FAMILIES ALONG WITH SPECIAL PROGRAMS AND SERVICES TO ASSIST HOMELESS VETERANS ACROSS THE NATION. 6 6 3 6 0 0 713754 719483 36602436 42212875 -777546 915164 -296248 13406414 36242396 57253936 0 0 0 0 5609236 5246228 0 0 0 54678251 63593191 60287487 68839419 -24045091 -11585483 334789201 328489309 389414809 394700400 -54625608 -66211091 X TO PROVIDE SAFE, CLEAN, AFFORDABLE HOUSING TO LOW- TO VERY-LOW-INCOME INDIVIDUALS AND FAMILIES ALONG WITH SPECIAL PROGRAMS AND SERVICES TO ASSIST HOMELESS VETERANS ACROSS THE NATION. 0 0 65454515 55619289 PATRIOT HOUSING INITIATIVE CONTINUED TO PROVIDE AFFORDABLE HOUSING WITH A FOCUS ON HELPING HOMELESS VETERANS AND THEIR FAMILIES. PSG'S MULTI-FAMILY PORTFOLIO CONSISTED OF "THE COVE AT NOLA" WHICH HAS 300 UNITS AND IS LOCATED IN NEW ORLEANS, LA; "THE RUBIX" WHICH HAS 236 UNITS AND IS LOCATED IN LAS VEGAS, NV; "TIMBER OAKS" WHICH HAS 235 UNITS AND IS LOCATED IN INGLESIDE, IL; "PRAIRIE VIEW" WHICH HAS 334 UNITS AND IS LOCATED IN WOODSTOCK, IL; THE "WEST VIRGINIA PORTFOLIO" WHICH HAS A TOTAL OF 840 UNITS SCATTERED THROUGHOUT HUNTINGTON AND CHARLESTON, WV; THE "MISSISSIPPI 1.0 PORTFOLIO" WHICH HAS 668 UNITS SCATTERED THROUGHOUT PASCAGOULA, MS; THE "SE-LOUISIANA PORTFOLIO" WHICH HAS 481 UNITS SCATTERED THROUGHOUT NEW IBERIA, LAFAYETTE, NEW ORLEANS, AND BATON ROUGE, LA; THE "MISSISSIPPI 2.0 PORTFOLIO" WHICH HAS 196 UNITS SCATTERED THROUGHOUT PASCAGOULA, MS; THE "FL-AL" PORTFOLIO WHICH HAS 453 UNITS SCATTERED THROUGHOUT MOBILE, AL AND JACKSONVILLE, FL; "VESTA DERBY OAKS" WHICH HAS 418 UNITS LOCATED IN LOUISVILLE, KY; "PATRIOTS PLACE APARTMENTS" WHICH HAS 184 UNITS LOCATED IN BERKELEY COUNTY, SOUTH CAROLINA; AND THE "PINE FOREST PORTFOLIO" WHICH HAS 343 UNITS LOCATED IN HOUSTON, TEXAS.PATRIOT SUPPORTIVE SERVICES INITIATIVE CONTINUED TO PROVIDE FREE RESOURCES TO LOW-INCOME INDIVIDUALS AND FAMILIES AS WELL AS HOMELESS VETERANS AND THEIR FAMILIES. SERVICES PROVIDED INCLUDE FOOD BANK SUPPORT, DEPOSIT/RENT/UTILITY RELIEF, VETERAN-FOCUSED EVENTS, HURRICANE RELIEF AND EMERGENCY SUPPORT, AND OTHER LIFE-SUSTAINING & PROMOTING SERVICES. 65454515 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 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 0 1 1 1 0 0 0 1 9 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X PAUL ANDERSON 8666378387 4016 S THIRD STREET 1007 JACKSONVILLE BEACH FL 32250 X CHERYL A LAU ESQ BOARD CHAIR 2.00 2.00 X X 0 0 0 LIZ PEAK VICE CHAIR 2.00 2.00 X X 0 0 0 SHANE CORMIER CPA MACC TREASURER 2.00 2.00 X X 0 0 0 CAMERON HOOPER DIRECTOR 2.00 2.00 X 0 0 0 WILLIAM BRUCE DIRECTOR 2.00 2.00 X 0 0 0 0 0 0 0 0 0 0 0 719483 719483 RENTAL INCOME 531110 39761380 39761380 OTHER OPERATING REVENUE 531110 2451495 2451495 42212875 915164 915164 DEBT FORGIVENESS 900099 13209572 13209572 INSURANCE PROCEEDS NET OF FIRE LO 900099 196842 196842 13406414 57253936 55619289 0 915164 4875093 4875093 2585 2585 186477 186477 182073 182073 1742417 1742417 309800 309800 110586 110586 226648 226648 2804016 66146 2737870 9843718 9843718 25103022 25103022 9111338 9111338 3107951 3107951 REPAIRS AND MAINTENANCE 5537346 5537346 PROPERTY AND OTHER TAXE 4120008 4120008 1576341 1576341 68839419 65454515 3384904 0 2568298 3684144 23095877 10975290 467245 1205077 1284764 1513803 338348378 35083695 306393093 303264683 979924 7846312 334789201 328489309 6264003 6977094 702090 620365 361879459 385619717 19527907 1041350 1483224 389414809 394700400 X -54625608 -66211091 -54625608 -66211091 334789201 328489309 -11585483 0 X X 0 1 X 1 0 X 241091 31387 237503 713754 719483 1943218 9625714 19637753 31597282 36602436 39761380 137224565 9866805 19669140 31834785 37316190 40480863 139167783 0 0 0 139167783 19312 1288852 915164 2223328 19312 1288852 915164 2223328 -296248 196842 -99406 9886117 19669140 31834785 38308794 41592869 141291705 0.98500 0.99070 0.01570 0.01190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37446179 37446179 295182919 33715653 261467266 5719280 1368042 4351238 303264683 SECURITY DEPOSITS 1483224 1483224 A PUBLIC FINANCE AUTHORITY 273866124 74441XHW2 2024-11-14 39975000 REFINANCE FOR MULTIFAMILY HOUSING 0 0 1 B UPPER ILLINOIS RIVER VALLEY DEVELOPMENT AUTHORITY 363904948 91588LAQ5 2024-11-14 11885000 REFINANCE FOR MULTIFAMILY HOUSING 0 0 1 C UPPER ILLINOIS RIVER VALLEY DEVELOPMENT AUTHORITY 363904948 91588LAR3 2024-11-14 38742430 REFINANCE FOR MULTIFAMILY HOUSING 0 0 1 D UPPER ILLINOIS RIVER VALLEY DEVELOPMENT AUTHORITY 363904948 91588LAS1 2024-11-14 6847128 REFINANCE FOR MULTIFAMILY HOUSING 0 0 1 A 39975000 332838 39642162 1 0 1 1 B 11885000 108920 11776080 1 0 1 1 C 38742430 355055 38387375 9414370 1 0 1 1 D 6847128 62750 6784378 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 D 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 D 1 A PUBLIC FINANCE AUTHORITY 273866124 74441XHX0 2024-11-14 130305560 REFINANCE FOR MULTIFAMILY HOUSING 0 0 1 B MISSISSIPPI HOME CORPORATION 640644578 60535NDN6 2024-11-14 12595000 REFINANCE FOR MULTIFAMILY HOUSING 0 0 1 C MISSISSIPPI HOME CORPORATION 640644578 60535NDN4 2024-11-14 41054112 REFINANCE FOR MULTIFAMILY HOUSING 0 0 1 D PUBLIC FINANCE AUTHORITY 273866124 74441XHM4 2022-12-15 42478697 MULTIFAMILY HOUSING 0 0 1 A 130305560 1084945 129220615 1 0 1 1 B 12595000 272730 12322270 1 0 1 1 C 41054112 888979 40165133 1 0 1 1 D 42478697 849574 849574 40587010 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 D 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 D 1 A SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY 570960018 837031D91 2022-06-29 32768001 MULTIFAMILY HOUSING 0 0 1 B MISSISSIPPI HOME CORPORATION 640644578 60535NDP9 2024-11-14 6869353 REFINANCE FOR MULTIFAMILY HOUSING 0 0 1 C PUBLIC FINANCE AUTHORITY 273866124 74441XHY8 2024-11-14 21800172 REFINANCE FOR MULTIFAMILY HOUSING 0 0 1 A 32768001 1038142 846632 30883228 0 0 1 1 B 6869353 148748 6720605 1 0 1 1 C 21800172 181512 21618660 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 A 1 B 0 C 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY MANAGEMENT AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO REVIEW THE COMPANY'S CONFLICT OF INTEREST POLICY AND DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS AT LEAST ANNUALLY (TYPICALLY DURING COMPANY ANNUAL STRATEGIC PLANNING SESSION). THE ORGANIZATION PERFORMS CHECKS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THIRD-PARTY HUMAN RESOURCES AND RECRUITING FIRM PERFORMS COMPENSATION ANALYSES AS DIRECTED AND FORWARDS COMPENSATION REPORTS AS WELL AS UNBIASED AND PROFESSIONAL OPINONS TO COMPANY BOARD OF DIRECTORS FOR DELIBERATION AND FINAL APPROVAL/DENIAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS, AS REQUIRED BY LAW, ARE MADE AVAILABLE ON THE COMPANY WEBSITE AS WELL AS UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990 PART V LINE 2A IN ADDITION TO THE EMPLOYEES OF PSG, THE ORGANIZATION REIMBURSES THE MANAGEMENT COMPANY FOR PAYROLL AND BENEFITS PAID TO THEIR EMPLOYEES. 2017 IAVF RUBIX LLC 822 N A1A SUITE 100 PONTE VEDRA BEACH FL 32082 264520112 RENTAL NV 2825569 11086375 PATRIOT SERVICES GROUP INC 2018 IAVF PRAIRIE VIEW LLC 822 N A1A SUITE 100 PONTE VEDRA BEACH FL 32082 264520112 RENTAL IL 7882905 29501266 PATRIOT SERVICES GROUP INC 2018 IAVF TIMBER OAKS LLC 822 N A1A SUITE 100 PONTE VEDRA BEACH FL 32082 264520112 RENTAL IL 5216127 18669021 PATRIOT SERVICES GROUP INC WV 2020 HOLDINGS LLC 822 N A1A SUITE 100 PONTE VEDRA BEACH FL 32082 264520112 RENTAL WV 7225642 45955021 PATRIOT SERVICES GROUP INC GARDENIA GROVE 2021 LLC 822 N A1A SUITE 100 PONTE VEDRA BEACH FL 32082 264520112 RENTAL MS 1663591 8988915 PATRIOT SERVICES GROUP INC BEACON POINTE 2021 LLC 822 N A1A SUITE 100 PONTE VEDRA BEACH FL 32082 264520112 RENTAL MS 1189965 6132429 PATRIOT SERVICES GROUP INC AUTUMN TRACE APARTMENTS 2021 LLC 822 N A1A SUITE 100 PONTE VEDRA BEACH FL 32082 264520112 RENTAL MS 1037949 4446412 PATRIOT SERVICES GROUP INC BANDYWOOD APARTMENTS 2021 LLC 822 N A1A SUITE 100 PONTE VEDRA BEACH FL 32082 264520112 RENTAL MS 1613194 6041450 PATRIOT SERVICES GROUP INC GRANADA SQUARE APARTMENTS 2021 LLC 822 N A1A SUITE 100 PONTE VEDRA BEACH FL 32082 264520112 RENTAL MS 1373481 6771397 PATRIOT SERVICES GROUP INC REGENCY WOODS APARTMENTS 2021 LLC 822 N A1A SUITE 100 PONTE VEDRA BEACH FL 32082 264520112 RENTAL MS 3013620 10348313 PATRIOT SERVICES GROUP INC SUNSET ON BAYOU APARTMENTS 2021 LLC 822 N A1A SUITE 100 PONTE VEDRA BEACH FL 32082 264520112 RENTAL AL 1076433 6717809 PATRIOT SERVICES GROUP INC MILLENIA AX 2021 LLC 822 N A1A SUITE 100 PONTE VEDRA BEACH FL 32082 264520112 RENTAL FL 202448 7321658 PATRIOT SERVICES GROUP INC PATRIOT PLAZA APARTMENTS 2021 LLC 822 N A1A SUITE 100 PONTE VEDRA BEACH FL 32082 264520112 RENTAL FL 3512742 32607661 PATRIOT SERVICES GROUP INC PSG VESTA DERBY OAKS LLC 822 N A1A SUITE 100 PONTE VEDRA BEACH FL 32082 264520112 RENTAL KY 4281952 40971998 PATRIOT SERVICES GROUP INC PSG PATRIOTS PLACE APARTMENTS LLC 822 N A1A SUITE 100 PONTE VEDRA BEACH FL 32082 264520112 RENTAL SC 3049077 32509320 PATRIOT SERVICES GROUP INC PSG PINE FOREST PARK LLC 822 N A1A SUITE 100 PONTE VEDRA BEACH FL 32082 264520112 RENTAL TX 2627928 39229661 PATRIOT SERVICES GROUP INC PATRIOT GROVE 2021 LLC 822 N A1A SUITE 100 PONTE VEDRA BEACH FL 32082 264520112 RENTAL MS 4567119 13002095 PATRIOT SERVICES GROUP INC PATRIOT SERVICES GROUP LOUISIANA INC 822 N A1A SUITE 100 PONTE VEDRA BEACH FL 32082 834037139 MULTI FAMILY HOUSING LA 501(C)(3) LINE 12C, III-FI PATRIOT SERVICES GROUP INC 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 PATRIOT SERVICES GROUP LOUISIANA INC E 7846312 ACTUAL COST