2024-05-13T12:35:36-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2022-07-01 311501900 1213 WILLIAM STREET CORPORATION 1213 3052966196 1434 KENNEDY DRIVE KEY WEST FL 33040 E SCOTT PRIDGEN EXECUTIVE DIRECTOR 3052966196 2024-05-10 1 E SCOTT PRIDGEN 999009999 1 TINA HENTON CPA P00630282 4078021200 2024-05-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z E SCOTT PRIDGEN 1434 KENNEDY DRIVE KEY WEST FL 33040 78636 0 X NONE X 1995 FL PROVIDE HOUSING SERVICES FOR DISABLED LOW INCOME INDIVIDUALS. 13 13 0 13 0 0 0 0 70533 78433 12 -45 0 0 70545 78388 0 0 0 0 0 0 0 0 0 74139 76687 74139 76687 -3594 1701 524087 525800 101537 101549 422550 424251 X TO PROVIDE HOUSING SERVICES FOR DISABLED LOW INCOME INDIVIDUALS. THE ORGANIZATION IS A SINGLE PURPOSE ENTITY ORIGINALLY FUNDED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT, TO ACQUIRE AND RENOVATE AN APARTMENT BUILDING. (CONTINUED ON SCHEDULE O). THE APARTMENTS ARE LEASED BY DISABLED LOW INCOME INDIVIDUALS FOR AT LEAST A ONE YEAR PERIOD. 0 0 55009 78433 THE CORPORATION WAS FORMED TO COMPLY WITH U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT REQUIREMENTS IN RESPECT TO FEDERAL SECTION 811 FUNDING TO PURCHASE AND RENOVATE HOUSING UNITS IN KEY WEST, FLORIDA. BECAUSE KEY WEST IS AMONG THE HIGHEST COST OF HOUSING IN FLORIDA, THE NEED FOR LOW INCOME DISABLED HOUSING IS HIGH. TENANTS ARE ASSURED THEIR RENT AND UTILITIES WILL ONLY BE 30% OF THE INCOME THEY RECEIVE. GENERALLY, TENANTS ARE DISABLED AND UNABLE TO WORK, SO THEY RECEIVE SOCIAL SECURITY AND DISABILITY INCOME. THE CORPORATION'S AFFILIATE, A.H. OF MONROE COUNTY, INC., PROVIDES ADDITIONAL SERVICES TO TENANTS TO ASSIST THEM IN MAINTAINING THEIR HEALTH AND QUALITY OF LIFE. 55009 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 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 2 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MARK TISCHLER 3052966196 1434 KENNEDY DRIVE KEY WEST FL 33040 REBECCA BALCER PRESIDENT 2.00 6.00 X X 0 0 0 LAURIE MCCHESNEY VICE PRESIDENT 2.00 6.00 X X 0 0 0 NEIL CHAMBERLAIN TREASURER 2.00 6.00 X X 0 0 0 GREG OROPEZA SECRETARY 2.00 6.00 X X 0 0 0 JUAN BENITEZ DIRECTOR 2.00 6.00 X 0 0 0 DAVID CAMPBELL-O'DELL DIRECTOR 2.00 6.00 X 0 0 0 CHRISTOPHER ELWELL DIRECTOR 2.00 6.00 X 0 0 0 DONNA FELDMAN DIRECTOR 2.00 6.00 X 0 0 0 JENNIFER HUGHES DIRECTOR 2.00 6.00 X 0 0 0 JACQUELINE LUTHA DIRECTOR 2.00 6.00 X 0 0 0 JOHN SPOTTSWOODIII DIRECTOR 2.00 6.00 X 0 0 0 DAWN THORNBURGH DIRECTOR 2.00 6.00 X 0 0 0 MARCUS VARNER DIRECTOR 2.00 6.00 X 0 0 0 E SCOTT PRIDGEN EXECUTIVE DIRECTOR 2.00 38.00 X 0 173779 13574 ESNEIDE GOMEZ DEPUTY DIRECTOR 2.00 38.00 X 0 122598 12031 MARK TISCHLER DIRECTOR OF FINANCE 2.00 38.00 X 0 101681 18919 0 398058 44524 0 0 1 0 0 TENANT ASSISTANCE 531110 73005 73005 TENANT RENTAL INCOME 531110 3075 3075 UTILITY REIMBURSEMENT 531110 2353 2353 78433 203 203 248 -248 -248 -248 78388 78433 0 -45 12480 12480 2193 2193 6704 6704 32477 32477 21648 21648 528 528 LICENSES/TAXES/PERMITS 356 356 FIRE SAFETY EXPENSES 289 289 BANK FEES 12 12 76687 55009 21678 0 3566 6161 16800 14362 19939 20200 21370 745191 281223 483521 463968 524087 525800 756 1157 389 99061 99061 1331 1331 101537 101549 X -70150 -68449 492700 492700 422550 424251 524087 525800 1701 0 X 1 X 1 X 1 0 X 73247 73247 64999 66133 68062 70533 78433 348160 64999 66133 141309 70533 78433 421407 0 40000 41135 43060 45535 53435 223165 40000 41135 43060 45535 53435 223165 198242 135 236 45 12 203 631 135 236 45 12 203 631 65134 66369 141354 70545 78636 422038 0.46970 0.50450 0.00150 0.00120 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 71258 71258 663202 273929 389273 10731 7294 3437 463968 TENANT DEPOSITS 1331 1331 0 0 0 0 0 0 0 0 0 E SCOTT PRIDGEN EXECUTIVE DIRECTOR 0 166000 0 0 0 7779 0 5224 0 8350 0 187353 0 0 PART I, LINE 3 A.H. OF MONROE COUNTY COMPENSATES ALL EXECUTIVES AND STAFF. A.H. OF MONROE COUNTY'S EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MAY NEGOTIATE A CONTRACT WITH THE EXECUTIVE DIRECTOR. THE NEGOTIATIONS CONSIDER COMPARABLE PAY DATA FOR SIMILAR POSITIONS IN MONROE COUNTY AND KEY WEST. THE NEGOTIATIONS ARE DOCUMENTED IN THE MINUTES OF THE EXECUTIVE COMMITTEE. THE TERMS OF THE CONTRACT INCLUDE COMPENSATIONS, TIME OFF, BENEFITS, AND INCENTIVE PAY. A VOTE BY THE FULL BOARD OF DIRECTORS IS REQUIRED TO APPROVE THE CONTRACT. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE 990 IS PRESENTED TO THE ENTIRE BOARD FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C NO OFFICER, BOARD MEMBER, EMPLOYEE OR AGENT OF 1213 WILLIAM STREET CORPORATION SHALL PARTICIPATE IN THE SELECTION, AWARD, OR ADMINISTRATION OF A PURCHASE OR CONTRACT WITH A VENDOR WHERE, TO HIS OR HER KNOWLEDGE, ANY OF THE FOLLOWING HAS A FINANCIAL INTEREST IN THAT PURCHASE OR CONTRACT: A.THE OFFICER, BOARD MEMBER, EMPLOYEE OR AGENT. B.ANY MEMBER OF THE IMMEDIATE FAMILY OF THE OFFICER, BOARD MEMBER, EMPLOYEE OR AGENT. C.ANY PARTNER OF THE OFFICER, BOARD MEMBER, EMPLOYEE OR AGENT. D.ANY ORGANIZATION IN WHICH ANY OF THE ABOVE IS AN OFFICER, DIRECTOR OR EMPLOYEE. E.A PERSON OR ORGANIZATION WITH WHOM ANY OF THE ABOVE IS NEGOTIATING OR HAS AN ARRANGEMENT CONCERNING PROSPECTIVE EMPLOYMENT. IN THE EVENT AN EMPLOYEE OR AGENT OF 1213 WILLIAM STREET CORPORATION ACTS IN CONFLICT WITH THIS POLICY AND PROCEDURE, THE EMPLOYEE'S OR AGENT'S EMPLOYMENT RELATIONSHIP WITH 1213 WILLIAM STREET CORPORATION SHALL BE REVIEWED BY THE EXECUTIVE DIRECTOR, WHO SHALL DETERMINE IF THE CIRCUMSTANCES WARRANT DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION OF EMPLOYMENT, IN ACCORDANCE WITH AGENCY PERSONNEL POLICIES. IN THE EVENT AN OFFICER OR BOARD MEMBER OF 1213 WILLIAM STREET CORPORATION ACTS IN CONFLICT WITH THIS POLICY, THE OFFICER'S OR BOARD MEMBER'S RELATIONSHIP WITH 1213 WILLIAM STREET CORPORATION SHALL BE REVIEWED BY THE PRESIDENT OF THE BOARD OF DIRECTORS, WHO SHALL DETERMINE IF THE CIRCUMSTANCES WARRANT FURTHER ACTION, UP TO AND INCLUDING TERMINATION OF THE RELATIONSHIP BETWEEN THE OFFICER OR BOARD MEMBER AND 1213 WILLIAM STREET CORPORATION IF SUCH TERMINATION IS DEEMED APPROPRIATE, THE PRESIDENT SHALL MAKE SUCH RECOMMENDATION AT A PROPERLY-CONVENED MEETING OF THE BOARD OF DIRECTORS. A VOTE, CONDUCTED IN ACCORDANCE WITH CORPORATE BY-LAWS, SHALL BE CONDUCTED TO RESOLVE THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. AHI HOUSING INC 1434 KENNEDY DRIVE KEY WEST FL 33040 650653670 LOW INCOME HOUSING FL 501(C)(3) LINE 10 AH OF MONROE COUNTY INC 0 AH OF MONROE COUNTY INC 1434 KENNEDY DRIVE KEY WEST FL 33040 592678740 SERVICE FOR AIDS/HIV FL 501(C)(3) LINE 7 0 AHI REAL ESTATE PROPERTIES INC 1434 KENNEDY DRIVE KEY WEST FL 33040 650363080 LOW INCOME HOUSING FL 501(C)(3) LINE 10 AH OF MONROE COUNTY INC 0 POINCIANA ROYALE ASSOCIATES LTD 1434 KENNEDY DRIVE KEY WEST FL 33040 262037093 LOW INCOME HOUSING FL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0