2024-01-27T09:52:53-06:00 2023-06-30 351750664 DAUBY O'CONNOR & ZALESKI LLC 501 CONGRESSIONAL BLVD 300 CARMEL IN 46032 990 2022-07-01 260007210 THE HURFORD HOUSE INC HURF 5742349923 PO BOX 540 SOUTH BEND IN 46624 ROD LUDWIG AUTHORIZED AGENT 5742349923 2024-01-27 1 ROD LUDWIG 999009999 0 EKATERINA GWYN P01333750 3178485700 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HURFORD HOUSE JOHN MYERS PO BOX 540 SOUTH BEND IN 46624 102648 0 X N/A X 2001 IN THE HURFORD HOUSE, INC. IS AN INDIANA NOT-FOR-PROFIT AND WAS ORGANIZED TO CONSTRUCT, OWN AND OPERATE A 14 UNIT APARTMENT COMPLEX IN PLYMOUTH, INDIANA KNOWN AS HURFORD HOUSE. IT WAS ORGANIZED PURSUANT TO SECTION 811 OF THE NATIONAL HOUSING ACT. THE ORGANIZATION HAS EXECUTED THE STANDARD REGULATORY AGREEMENTS WITH HUD THAT GOVERN THE OPERATIONS OF THE COMMUNITY WITH THE FEDERAL HOUSING ADMINISTRATION (FHA). IN ADDITION, THE CORPORATION HAS ALSO ENTERED INTO A PROJECT RENTAL ASSISTANCE CONTRACT (PRAC CONTRACT) WITH HUD. THE PRAC CONTRACT IS A RENT ASSISTANCE PROGRAM FOR LOW INCOME FAMILIES OR PERSONS AS PROVIDED BY THE SECTION 8 PROGRAM OF THE NATIONAL HOUSING ACT. 13 13 0 13 0 0 48062 44641 54647 56445 8 10 1587 1552 104304 102648 0 0 0 0 0 0 0 0 0 127364 121884 127364 121884 -23060 -19236 705918 694878 18444 26640 687474 668238 X THE HURFORD HOUSE, INC. IS AN INDIANA NOT-FOR-PROFIT AND WAS ORGANIZED TO CONSTRUCT, OWN AND OPERATE A 14 UNIT APARTMENT COMPLEX IN PLYMOUTH, INDIANA KNOWN AS HURFORD HOUSE. IT WAS ORGANIZED PURSUANT TO SECTION 811 OF THE NATIONAL HOUSING ACT. THE ORGANIZATION HAS EXECUTED THE STANDARD REGULATORY AGREEMENTS WITH HUD THAT GOVERN THE OPERATIONS OF THE COMMUNITY WITH THE FEDERAL HOUSING ADMINISTRATION (FHA). IN ADDITION, THE CORPORATION HAS ALSO ENTERED INTO A PROJECT RENTAL ASSISTANCE CONTRACT (PRAC CONTRACT) WITH HUD. THE PRAC CONTRACT IS A RENT ASSISTANCE PROGRAM FOR LOW INCOME FAMILIES OR PERSONS AS PROVIDED BY THE SECTION 8 PROGRAM OF THE NATIONAL HOUSING ACT. 0 0 83891 56445 THE HURFORD HOUSE, INC. IS AN INDIANA NOT-FOR-PROFIT AND WAS ORGANIZED TO CONSTRUCT, OWN AND OPERATE A 14 UNIT APARTMENT COMPLEX IN PLYMOUTH, INDIANA KNOWN AS HURFORD HOUSE. IT WAS ORGANIZED PURSUANT TO SECTION 811 OF THE NATIONAL HOUSING ACT. THE ORGANIZATION HAS EXECUTED THE STANDARD REGULATORY AGREEMENTS WITH HUD THAT GOVERN THE OPERATIONS OF THE COMMUNITY WITH THE FEDERAL HOUSING ADMINISTRATION (FHA). IN ADDITION, THE CORPORATION HAS ALSO ENTERED INTO A PROJECT RENTAL ASSISTANCE CONTRACT (PRAC CONTRACT) WITH HUD. THE PRAC CONTRACT IS A RENT ASSISTANCE PROGRAM FOR LOW INCOME FAMILIES OR PERSONS AS PROVIDED BY THE SECTION 8 PROGRAM OF THE NATIONAL HOUSING ACT. 83891 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X BRADLEY RESIDENTIAL MANAGEMENT LLC 5742349923 PO BOX 540 SOUTH BEND IN 46624 X X JOHN MYERS PRESIDENT 0.50 4.50 X X 0 0 0 JIM CAUSEY PRESIDENT (UNTIL SEPT 2022) 0.50 4.50 X X 0 0 0 KAREN GEHRKE SECRETARY 0.50 4.50 X X 0 0 0 DIANN PARSONS VICE PRESIDENT 0.50 4.50 X X 0 0 0 BOB BEITER DIRECTOR 0.50 4.50 X 0 0 0 LORETTA PETERS DIRECTOR 0.50 4.50 X 0 0 0 LORI PARRISH DIRECTOR 0.50 4.50 X 0 0 0 MARY KAUFMAN DIRECTOR 0.50 4.50 X 0 0 0 SARAH SMITH DIRECTOR 0.50 4.50 X 0 0 0 SHARON BALKA DIRECTOR 0.50 4.50 X 0 0 0 SUSAN ELLERT DIRECTOR 0.50 4.50 X 0 0 0 ANNA CORBETT DIRECTOR 0.50 4.50 X 0 0 0 MATT COTTRILL DIRECTOR 0.50 4.50 X 0 0 0 0 0 0 0 0 0 0 0 44641 44641 RENTAL INCOME 531110 56445 56445 56445 10 10 LAUNDRY & VENDING 531110 1413 1413 OTHER REV. - MISC 531110 75 75 TENANT CHARGES 531110 64 64 1552 102648 56445 0 1562 9559 9559 8075 8075 203 203 5570 5570 52692 52692 863 863 24979 24979 5901 5725 176 MANAGEMENT CO. EMPLOYEE 13488 13488 BAD DEBTS 495 495 SERVICE COORDINATOR 59 59 121884 83891 37993 0 1647 2844 387 0 1506 125 1073676 491119 605241 582557 91474 104084 5663 5268 705918 694878 9534 18268 935 25 7975 8347 18444 26640 X 687474 668238 687474 668238 705918 694878 -19236 0 X X 0 1 X 1 1 1 X 54838 50237 51465 48062 44641 249243 49564 45343 49777 54647 56445 255776 104402 95580 101242 102709 101086 505019 0 0 0 505019 9 9 9 8 10 45 9 9 9 8 10 45 1635 2976 1789 1587 1552 9539 106046 98565 103040 104304 102648 514603 0.98140 0.98010 0.00010 0.00010 X SCHEDULE A, PART III, LINE 12: MISCELLANEOUS INCOME CONSISTS OF TENANT CHARGES, LAUNDRY AND VENDING CHARGES AND OTHER INCOME ITEMS FOR SERVICES PROVIDED FOR THE CONVENIENCE OF THE TENANTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 80000 80000 901692 403947 497745 90649 86437 4212 1335 735 600 582557 REPLACEMENT RESERVE 103177 C RESIDUAL RECEIPTS RESERVE 907 C 104084 SECURITY DEPOSITS 3740 ACCRUED MANAGEMENT FEE 2682 DUE TO SPONSOR 1925 8347 X 102648 0 102648 0 102648 121908 24 24 121884 0 121884 PART X, LINE 2: THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAX AND HAS BEEN CLASSIFIED AS AN OTHER THAN PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE TAXES ON REVENUE AND INCOME HAS BEEN RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. GENERALLY, THE FEDERAL AND STATE TAX RETURNS WERE SUBJECT TO EXAMINATIONS FROM THE THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE OR THE DATE FILED WITH THE APPLICABLE TAX AUTHORITY. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOK/TAX DEPRECIATION EXPENSE DIFFERENCE 24. FORM 990, PART VI, SECTION A, LINE 3 THE HURFORD HOUSE, INC. IS MANAGED BY BRADLEY RESIDENTIAL MANAGEMENT, A PROFESSIONAL PROPERTY MANAGEMENT COMPANY. BRADLEY RESIDENTIAL MANAGEMENT HAS A PROJECT OWNER'S AND MANAGEMENT AGENT'S CERTIFICATION FOR MULTIFAMILY HOUSING PROJECTS WITH THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. UNDER THIS CERTIFICATION, HUD HAS APPROVED BRADLEY RESIDENTIAL MANAGEMENT TO MANAGE THE HURFORD HOUSE APARTMENT COMMUNITY. THE MANAGEMENT CONTRACT ENCOMPASSES THE DAY TO DAY OPERATIONS OF THE PROJECT INCLUDING, BUT NOT LIMITED TO, COLLECTION OF RENTS, MAINTENANCE OF FACILITIES, SUPERVISION OF STAFF, AND ONGOING SUPPORT FOR BOTH THE OWNERS AND TENANTS AS NEEDED IN ORDER TO ESTABLISH A SAFE, SANITARY AND AFFORDABLE ENVIRONMENT. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP OR MEMBERS SHALL CONSIST AND BE COEXISTENCE WITH THE BOARD OF DIRECTORS AND THERE SHALL BE NO OTHER MEMBERS OF THE CORPORATION. HOWEVER, DIRECTORS OF THE CORPORATION MUST BE MEMBERS OF GARDEN COURT INC. OR SUCH NON-MEMBERS OF THAT CORPORATION WHO HAVE BEEN APPROVED BY THE BOARD OF DIRECTORS OF GARDEN COURT, INC. FORM 990, PART VI, SECTION A, LINE 7A PER THE ARTICLES OF INCORPORATION, DIRECTORS OF THE CORPORATION MUST BE MEMBERS OF GARDEN COURT INC. OR SUCH NON-MEMBERS OF THAT CORPORATION WHO HAVE BEEN APPROVED BY THE BOARD OF DIRECTORS OF GARDEN COURT, INC. FORM 990, PART VI, SECTION B, LINE 11B THE AUDITING FIRM SENDS A DRAFT OF THE RETURN TO THE MANAGEMENT COMPANY. THE MANAGEMENT COMPANY PRESENTS THE 990 AT THE BOARD MEETING FOR THEIR REVIEW. ONCE THE BOARD HAS AN OPPORTUNITY TO ASK QUESTIONS, THE BOARD APPROVES THE FORM 990 AND THE PRESIDENT GIVES APPPROVAL TO FILE THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C REVIEW THE POLICY ON AN ANNUAL BASIS WITH THE BOARD OF DIRECTORS TO MAKE SURE THAT EVERYONE IS IN COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE OFFICERS OR DIRECTORS (SEE PAGE 7, PART VII). IF THE ORGANIZATION REVISES ITS POSITION ON COMPENSATION OF OFFICERS AND DIRECTORS, AN ADDITIONAL POLICY WILL BE DRAFTED AT THAT TIME. FORM 990, PART VI, SECTION C, LINE 19 EXISTING POLICIES, RETURNS AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE OFFICES OF THE MANAGEMENT COMPANY. THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B: HOURS WORKED FOR RELATED ORGANIZATIONS: ALL OF THE OFFICERS, DIRECTORS, AND EMPLOYEES LISTED IN PART VII, SECTION A PERFORM SIMILAR DUTIES AND HAVE SIMILAR RESPONSIBILITIES FOR RELATED ORGANIZATIONS AS THEY DO FOR THIS ORGANIZATION. THEIR TOTAL HOURS WORKED PER WEEK FOR THIS ORGANIZATION ARE SIMILAR TO THEIR HOURS WORKED FOR RELATED ORGANIZATIONS BOTH IN TERMS OF NUMBER OF HOURS AND TYPE OF WORK PERFORMED. FORM 990, PART XII, LINE 2C: OVERVIEW OF AUDIT FUNCTION: THE MANAGEMENT COMPANY RECEIVES A COPY OF THE AUDIT. PRIOR TO THE FINALIZATION OF THE AUDIT, A COPY OF THE AUDIT IS GIVEN TO ALL OF THE BOARD MEMBERS FOR THEIR COMMENTS. WHEN THE AUDIT IS UP FOR BID, THE BOARD DISCUSSES THE RELATIONSHIP WITH THE CURRENT AUDITORS AND MAKES A DETERMINATION AS TO WHETHER TO MAINTAIN THIS RELATIONSHIP OR CHANGE TO A NEW AUDITING FIRM. ARGOS GARDEN COURT INC PO BOX 540 SOUTH BEND IN 46624 582039163 LOW INCOME HOUSING IN 501(C)(3) 509(A)(2) 0 BOURBON GARDEN COURT INC PO BOX 540 SOUTH BEND IN 46624 260007202 LOW INCOME HOUSING IN 501(C)(3) 509(A)(2) 0 CULVER GARDEN COURT PO BOX 540 SOUTH BEND IN 46624 273217476 LOW INCOME HOUSING IN 501(C)(3) 509(A)(2) 0 FAIRFIELD GARDEN COURT INC PO BOX 540 SOUTH BEND IN 46624 203453966 LOW INCOME HOUSING IN 501(C)(3) 509(A)(2) 0 GARDEN COURT DOWNTOWN INC PO BOX 540 SOUTH BEND IN 46624 581209165 LOW INCOME HOUSING IN 501(C)(3) 509(A)(2) 0 GARDEN COURT INC PO BOX 540 SOUTH BEND IN 46624 351265691 LOW INCOME HOUSING IN 501(C)(3) 509(A)(2) 0 KNOX GARDEN COURT INC PO BOX 540 SOUTH BEND IN 46624 203049557 LOW INCOME HOUSING IN 501(C)(3) 509(A)(2) 0 LA PAZ GARDEN COURT INC PO BOX 540 SOUTH BEND IN 46624 204280711 LOW INCOME HOUSING IN 501(C)(3) 509(A)(2) 0 MENTONE GARDEN COURT INC PO BOX 540 SOUTH BEND IN 46624 208609142 LOW INCOME HOUSING IN 501(C)(3) 509(A)(2) 0 NEIDLINGER GARDEN COURT PO BOX 540 SOUTH BEND IN 46624 351915874 LOW INCOME HOUSING IN 501(C)(3) 509(A)(2) 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PART V: LINE 1E: IN PREVIOUS YEARS, THE SPONSOR ADVANCED FUNDS FOR PROJECT OPERATIONS BEFORE PRAC PAYMENTS WERE BEING REMITTED BY HUD. THE CORPORATION RECEIVED HUD APPROVAL TO REPAY THESE ADVANCES FROM COMMUNITY FUNDS. AT JUNE 30, 2023 AND 2022, $1,925 REMAINS PAYABLE.