2026-07-10T11:24:34-05:00 2025-12-31 943108253 NOVOGRADAC & COMPANY LLP 3025 NORTH WOOSTER AVENUE DOVER OH 44622 990 2025-01-01 061697213 STEWARDS OF AFFORDABLE HOUSING FOR THE FUTURE STEW 2027375970 1120 G STREET NW 800 WASHINGTON DC 20005 ALTHEA A HARRISON SENIOR VICE PRESIDENT & COO 2027375970 2026-06-29 1 AARON SHERRARD P01810524 3303655400 2025 2025-03-06 01:10:19Z ALTHEA A HARRISON 1120 G STREET NW SUITE 800 WASHINGTON DC 20005 2542076 0 X WWW.SAHFNET.ORG X 2003 DC TO PROMOTE THE DEVELOPMENT AND PRESERVATION OF QUALITY AFFORDABLE HOUSING, TO EDUCATE THE PUBLIC, AND TO PROMOTE THE ROLE OF NONPROFIT ENTITIES IN THE DEVELOPMENT AND PRESERVATION OF AFFORDABLE HOUSING. 17 17 17 1 0 0 1787768 1756069 536361 372952 398284 410305 2893 2750 2725306 2542076 37000 0 0 0 1650574 1856038 0 0 24328 871423 847026 2558997 2703064 166309 -160988 11100031 10660907 580999 302863 10519032 10358044 SAHF'S MISSION IS TO ADVANCE THE CREATION AND PRESERVATION OF HEALTHY, SUSTAINABLE AFFORDABLE RENTAL HOMES THAT FOSTER EQUITY, OPPORTUNITY, AND WELLNESS FOR PEOPLE OF LIMITED ECONOMIC RESOURCES. 0 0 2165685 0 372952 TO PROMOTE THE DEVELOPMENT AND PRESERVATION OF QUALITY AFFORDABLE HOUSING, TO ENABLE RESIDENTS OF THAT HOUSING TO USE IT AS A PLATFORM TO IMPROVE THEIR LIVES, INCLUDING THROUGH THE COORDINATION OF RESIDENT SERVICES, TO EDUCATE THE PUBLIC, AND TO PROMOTE THE ROLE OF NONPROFIT ENTITIES IN THE DEVELOPMENT AND PRESERVATION OF AFFORDABLE HOUSING IN THE UNITED STATES. IN AID OF ITS MISSION, SAHF IS WORKING TO PROMOTE RESIDENT-CENTERED SYSTEMS APPROACHES TO DELIVERING SERVICES TO RESIDENTS OF AFFRODABLE HOUSING PROGRAMS AND HAS CREATED AND OPERATES THE CERTIFIED ORGANIZATION FOR RESIDENT ENGAGEMENT AND SERVICES PROGRAM TO PROVIDE A COMMON STANDARD AND RESOURCE FOR OWNERS, SERVICE PROVIDERS, FINANCIAL AND PHILANTHROPIC PARTNERS IN SEEKING TO SUPPORT HOUSING WITH SERVICES. 2165685 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 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 1 0 0 0 1 19 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 1 0 0 0 1 1 0 1 1 1 0 1 1 1 1 1 1 1 0 0 X JS MILLER GROUP 2024093773 540 11TH ST SE WASHINGTON DC 20003 X AARON GORNSTEIN DIRECTOR 2.00 X 0 0 0 BART MITCHELL DIRECTOR 2.00 X 0 0 0 DANA JOHNSON DIRECTOR 2.00 X 0 0 0 DAVID NISIVOCCIA DIRECTOR 2.00 X 0 0 0 DEIDRE LAL SCHMIDT DIRECTOR 2.00 X 0 0 0 ISMAEL GUERRERO CHAIR 2.00 X X 0 0 0 JEFFREY K REED DIRECTOR 2.00 X 0 0 0 SONYA BROWN DIRECTOR 2.00 X 0 0 0 MATTHEW RULE DIRECTOR 2.00 X 0 0 0 PRIYA JAYACHANDRAN VICE CHAIR 2.00 X X 0 0 0 MANSUR ABDUL-MALIK DIRECTOR 2.00 X 0 0 0 STUART HARTMAN DIRECTOR 2.00 X 0 0 0 KEN LOMBARD DIRECTOR 2.00 X 0 0 0 RAISA JOHNSON DIRECTOR 2.00 X 0 0 0 MICHAEL M RUANE DIRECTOR 2.00 X 0 0 0 JOHNNY MARTINEZ DIRECTOR 2.00 X 0 0 0 ERIC PRICE DIRECTOR 2.00 X 0 0 0 ANDREA R PONSOR PRESIDENT & CEO 40.00 X 251058 0 35021 EILEEN FITZGERALD STRATEGIC ADVISOR, INTERIM CEO 40.00 X 161088 0 558 ALEXANDRA NASSAU-BROWNSTONE VP, RESIDENT OUTCOMES & CO 40.00 X 193394 0 18917 ALTHEA HARRISON SENIOR VP, POLICY 40.00 X 232312 0 34049 LAUREN WESTMORELAND VP, ENERGY & SUSTAINABILIT 40.00 X 174509 0 47633 AMY GALETZKA DIRECTOR, OPERATIONS & MEMBER ENGAGEMENT 40.00 X 120218 0 9617 1132579 0 145795 6 0 1 0 0 234154 1521915 1756069 CONSULTING INCOME 531390 333153 333153 OTHER INCOME 531390 39799 39799 372952 410305 410305 UNREALIZED GAIN 531390 2750 2750 2750 2542076 375702 0 410305 X 1132579 976984 142837 12758 414804 357817 52314 4673 82763 71393 10438 932 105072 90637 13251 1184 120820 104222 15237 1361 18693 8674 9816 203 97615 45294 51258 1063 282238 269425 12734 79 6792 3151 3567 74 196776 66410 129565 801 104479 97716 6721 42 4604 2136 2418 50 9924 3349 6535 40 33495 15542 17588 365 DUES AND SUBSCRIPTIONS 25662 11907 13476 279 TRAINING AND EDUCATION 19355 19017 336 2 MISCELLANEOUS 19130 8876 10046 208 TECH SUPPORT & MAINTENA 12305 5731 6534 40 15958 7404 8380 174 2703064 2165685 513051 24328 10663976 10375711 48400 53769 10215 33061 65322 60751 14495 4571 362945 193795 11100031 10660907 190708 92236 390291 210627 580999 302863 X 9717234 9159446 801798 1198598 10519032 10358044 11100031 10660907 -160988 0 X 0 1 X 1 0 X 2813264 3274475 6750039 1787768 1756069 16381615 2813264 3274475 6750039 1787768 1756069 16381615 4558258 11823357 4244 4862 233161 398284 410305 1050856 448413 465315 425200 539254 375702 2253884 19686355 0.60060 0.56100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 793 793 2702271 2703064 285153 71288 0 0 270681 292111 277950 285153 1125895 1688843 1541 405 109 793 2848 67670 73028 69488 71288 281474 422211 65322 60751 4571 4571 OPERATING LEASE LIABILITY 210627 210627 2542076 0 2542076 0 2542076 2703064 0 2703064 0 2703064 SUPPLEMENTAL INFORMATION SAHF IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR UNRELATED BUSINESS INCOME AS DEFINED IN THE CODE. SAHF DID NOT HAVE ANY UNRELATED BUSINESS INCOME DURING THE YEAR ENDED DECEMBER 31, 2025. SAHF EVALUATES ITS UNCERTAIN TAX POSITIONS USING THE PROVISIONS OF THE CODIFICATION. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION, OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE, COULD DIFFER FROM THE AMOUNT RECOGNIZED. SAHF HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2025. X X 0 0 0 0 0 0 0 0 0 ANDREA R PONSOR PRESIDENT & CEO 194631 0 0 0 56427 0 20085 0 14936 0 286079 0 0 0 ALTHEA HARRISON SENIOR VP, POLICY 186420 0 14500 0 31392 0 18585 0 15464 0 266361 0 0 0 LAUREN WESTMORELAND VP, ENERGY & SUSTAINABILIT 146623 0 5500 0 22386 0 13961 0 33672 0 222142 0 0 0 ALEXANDRA NASSAU-BROWNSTONE VP, RESIDENT OUTCOMES & CO 157589 0 12000 0 23805 0 15472 0 3445 0 212311 0 0 0 EILEEN FITZGERALD STRATEGIC ADVISOR, INTERIM CEO 160192 0 500 0 396 0 0 0 558 0 161646 0 0 0 PART I, LINE 3 IN 2022, SAHF HIRED AN INDEPENDENT CONSULTANT TO EVALUATE COMPARABLE CEO SALARIES. FORM 990, PART VI, SECTION A, LINE 2 DURING 2025, SAHF HAD DIRECTORS THAT HAD BUSINESS RELATIONSHIPS WITH OTHER DIRECTORS OF SAHF. THOMAS ADAMS IS A DIRECT REPORT OF DEIDRE SCHMIDT, CEO OF COMMONBOND COMMUNITIES. FORM 990, PART VI, SECTION A, LINE 6 EACH ORGANIZATIONAL MEMBER OF THE CORPORATION APPOINTS ONE VOTING REPRESENTATIVE TO THE BOARD OF DIRECTORS. THE BOARD CAN ELECT UP TO FOUR ADDITIONAL DIRECTORS ALL OF WHOM MUST BE EMPLOYEES OF MEMBER ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 7A EACH ORGANIZATIONAL MEMBER OF THE CORPORATION APPOINTS ONE VOTING REPRESENTATIVE TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B SAHF MANAGEMENT REVIEWS THE 990 AND SAHF DISTRIBUTES AN ELECTRONIC DRAFT TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS SIGN A CONFLICT OF INTEREST POLICY AND REPORT ANY POSSIBLE CONFLICTS. THE PRESIDENT DISCUSSES THE IMPORTANCE OF REPORTING POTENTIAL CONFLICTS AT A BOARD MEETING EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15A SAHF HIRED AN INDEPENDENT CONSULTANT TO EVALUATE COMPARABLE CEO SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICE DURING REGULAR BUSINESS HOURS UPON REQUEST. FORM 990, PART VII, SECTION A ANDREA R. PONSOR, PRESIDENT & CEO, IS NO LONGER AN EMPLOYEE AND/OR OFFICER OF SAHF EFFECTIVE JULY 15, 2025. EILEEN FITZGERALD WAS NAMED INTERIM PRESIDENT AND CEO ON JULY 15, 2025. SHE WAS PREVIOUSLY THE PRESIDENT AND CEO OF SAHF. ON MARCH 23, 2026, THERESA FINNEY DUMAIS WAS APPOINTED THE PRESIDENT AND CEO OF SAHF. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 269,425. MANAGEMENT AND GENERAL EXPENSES 12,734. FUNDRAISING EXPENSES 79. TOTAL EXPENSES 282,238. NATIONAL AFFORDABLE HOUSING TRUST INC 2245 NORTH BANK DRIVE SUITE 200 COLUMBUS OH 43220 521450306 PROVIDE PROGRAM AND SUPERVISORY MANAGEMENT TO LOW-INCOME HOUSING MD 501(C)(3) LINE 10 LOW INCOME INVESTMENT FUND 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 NATIONAL AFFORDABLE HOUSING TRUST INC M 35000 FAIR VALUE