2024-11-14T16:06:35-06:00 2023-12-31 BRUCE E BERNSTIEN & ASSOCIATES 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990 2023-01-01 752352462 INCLUSIVE COMMUNITIES PROJECT % ANN LOTT INCL 2149399239 3301 ELM STREET DALLAS TX 75226 ANN LOTT EXECUTIVE DIRECTOR 2149399239 2024-11-15 true true P01424343 2147060840 2023 2024-10-15 13:58:12Z ANN LOTT 3301 ELM STREET DALLAS TX 75226 646240 false X WWW.INCLUSIVECOMMUNITIES.NET X 1990 TX PROMOTE FAIR AND AFFORDABLE HOUSING FOR LOW INCOME FAMILIES, FREE FROM THE VESTIGES OF SEGREGATION AND DISCRIMINATION. 6 6 6 6 0 363646 629063 0 0 124669 10055 47007 6480 535322 645598 790038 0 0 0 430941 436367 5094 1998 29964 818201 128243 2044274 566608 -1508952 78990 434606 515374 7038 8816 427568 506558 X INCLUSIVE COMMUNITIES PROJECT'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE FAIR AND AFFORDABLE HOUSING FOR LOW INCOME FAMILIES, FREE FROM THE VESTIGES OF SEGREGATION AND DISCRIMINATION. false false 119126 150 Fair Housing Advocacy and Education - The Project advocates for fair and affordable housing by contributing to policy discussions at every level of government. The Project engages in administrative advocacy and litigation to further its mission where necessary. The Project's advocacy work also includes educating low-income families about their rights under the Fair Housing Act and related civil rights laws. Education incorporates training and coalition building to address the harms of discrimination, segregation, and neighborhood inequity. 84594 5622 Mobility Assistance Program("MAP") - The Project expands fair and affordable housing for low-income families by administering a housing mobility program that serves participants in HUD's Voucher Program. MAP provides families with a wide range of services. Services include housing search assistance and counseling to provide clients with information and support to help them escape generational poverty through access to high-quality housing in areas with good schools, community resources, and employment opportunities. 46663 Voices For Opportunity - The Project promotes education and empowerment through its Voices For Opportunity (VFO) program. The VFO program provides training to low-income families participating in HUD's voucher program. The training is offered to strengthen members' self-advocacy skills and establish a regional network of voucher participants living in the Dallas-Fort Worth Metroplex. This program fosters opportunities for the participants to impact programs and policies that affect them and nurtures fellowship and community among people with similar experiences. 39953 5 Affordable Housing Expansion and Advocacy 39953 5 290336 true true false true false false false false false false true false false false false true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 8 0 true 6 true false false false false false false false false false false false false false false X 6 6 false false false false false false false true true false false true true true true true true true true false X X X ANN LOTT 2149399239 3301 ELM STREET DALLAS TX 75226 ANN LOTT PRESIDENT/TREASURER 40.0 6.0 X 143648 0 8178 STACY SEICSHNAYDRE CHAIR 2.0 2.0 X X 0 0 0 BARBARA SAMUELS SECRETARY 2.0 2.0 X X 0 0 0 DEBRA KROUPA Vice-Chair 2.0 2.0 X X 0 0 0 JOHN POWELL DIRECTOR 2.0 2.0 X 0 0 0 Beth Bentley DIRECTOR 2.0 2.0 X 0 0 0 Sarah Cotton Nelson DIRECTOR 2.0 2.0 X 0 0 0 143648 0 8178 1 false true false 0 550000 79063 629063 0 10697 10697 0 0 0 0 0 642 -642 -642 -642 0 0 0 0 0 0 0 0 0 CONTRACT REVENUE 900099 5622 5622 OTHER REVENUE 900099 858 155 703 6480 645598 5777 10758 0 0 0 0 154375 87994 43225 23156 0 231653 119848 111805 0 19552 10882 7443 1227 30787 16624 12431 1732 0 15508 15000 508 47503 47503 0 1998 1998 0 12107 10670 1393 44 0 8119 4704 3076 339 6720 3499 3022 199 0 11975 4163 6717 1095 3650 3633 17 0 4303 4303 0 0 7967 6425 1542 5406 5406 TELEPHONE 2481 1288 1119 74 DUES AND SUBSCRIPTION 1957 1266 591 100 PROPERTIES EXPENSE 70 70 OTHER 477 37 440 566608 290336 246308 29964 132150 77464 276190 426878 0 0 4470 1150 0 0 0 0 0 0 0 0 7792 4487 73442 68047 14004 5395 0 0 0 0 0 0 0 0 0 0 434606 515374 7038 8816 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7038 8816 X 390779 437973 36789 68585 427568 506558 434606 515374 78990 X false true X true false X 1860200 1395095 592079 363646 629063 4840083 0 0 1860200 1395095 592079 363646 629063 4840083 0 4840083 38586 489257 72450 41366 10697 652356 0 29841 29149 92074 6422 6480 163966 5656405 803269 0.85568 0.90546 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 526 526 526 105 26 500 421 false 0 0 36 105 141 212 0 0 179 526 705 0 0 9 26 35 53 0 0 98 526 624 70772 65378 5395 2669 2669 0 5395 0 0 X FEDERAL INCOME TAX-FIN 48 (ASC 740) ICP and the Trust are recognized as exempt from Federal Income Tax pursuant to section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for Federal Income Tax is reflected in these combined financial statements and neither organization is currently classified as a private foundation. As a sole member limited liability corporation, Dews Dell, LLC is a disregarded entity for Federal Income Taxes. GAAP requires the evaluation of tax positions taken or expected to be taken in the course of preparing the project's tax returns to determine whether the tax positions are more likely than not of being sustained by the applicable tax authority. Tax positions not deemed to meet the more likely than not threshold would be recorded as a tax benefit or expense in the current year. A reconciliation is not provided herein, as the beginning and ending amounts of unrecognized benefits are zero, with no interim additions, reductions, or settlements. The project is relying on its tax-exempt status and its adherence to all applicable laws and regulations to preserve that status. However, the conclusions regarding accounting for uncertainty in income taxes will be subject to review and may be adjusted at a later date based on factors including, but not limited to, on-going analysis of tax laws, regulations and interpretations thereof. The project recognizes interest and penalties, if any, related to uncertain tax positions as Income Tax Expense. The projects' informational returns filed are generally subject to examination for three years after the later of the due date or the date of filing. As a result, the project is no longer subject to income tax examinations by tax authorities for years prior to 2020. X X X false false false false false false false false false ANN LOTT PRESIDENT/TREASURER 143648 0 0 0 8178 151826 0 MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C The President/Executive Drector reviews employees' responsibilities as they may relate to a potential conflict with employees on an annual basis and in the context of any specific assignments. In addition, there is an annual staff meeting during which the "conflict of interest" policy is reviewed and discussed. All staff members sign a certification that they have been provided and have read the policy, and stating whether there is any conflict or potenial conflict of interest situation of which they are aware and, if so, the situation is stated. Staff members also certify whether a conflict exists. Due to the small size of the staff and the day to day working relationship between staff and management, potential or actual conflicts are identified as work assignments are undertaken, and otherwise reviewed by management throughout the year. Board members must disclose conflicts as soon as the conflict is determined and abstain from voting on related matters. At the annual board meeting, the board reviews the "conflict of interest" policy, with updates by legal counsel. A form is signed by each board member, certifying that the conflict of interest policy was reviewed, and either that there is no conflict situation of which the board member is aware of, if there is one, the situation is outlined and the manner in which it was addressed is detailed. COMPRENSATION DETERMINATION METHOD FORM 990, PART VI, LINE 15A & 15B The board has a written compensation policy which outlines the goals of the organization as they relate to compensation. The board periodically reviews the compensation of the CEO's of comparable non-profits, as well as the President/Executive Director's performance for purposes of determining compensation. The Board determined the President/Executive Director's salary. The President/Executive Director determines the salaries of all other employees based upon review of comparable positions in the for profit and non-profit sectors, the nature of the qualifications for the position, as well as assessing performance of the employee. Staff compensation must adhere to board approved annual budgets. AVAILABLE OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ETC. FORM 990, PART VI ,LINE 19 The organization maintains a separate binder titled "Public Documents" which is available in the Administrative office during business hours for review by the public upon request. It contains the organization's form 990s, financial audits and organizing documents. The organization is also a member of Guidestar, and all form 990s and other documents are published on that website. The Form 990 is also posted on the organization's website. Due to COVID-19, ICP has moved to a mostly virtual office so a scheduled time would need to be set for an employee to go to the office to provide the "Public Documents" binder for review. REVIEW PROCESS FORM 990, PART VI, LINE 11B The complete 990 is presented to the Board via email for review. Questions and/or comments, if any, are exchanged via email, and are addressed by Management and/or Accountants, with all recipients to the emails included in the communication. Affordable Housing Expansion and Advocacy FORM 990, PART III, 4d Affordable Housing Expansion and Advocacy - The Project works directly with housing developers and property owners to create and expand the supply of affordable housing through various projects and initiatives. The projects and initiatives are designed to address barriers to affordable housing for families using HUD's rental vouchers to move to areas with good schools, community resources, and employment opportunities. THE WALKER HOUSING FUND CHARITABLE TRUST 3301 ELM STREET DALLAS TX 75226 436923927 MONETARY SUPP TX 501(C)(3) 12 TYPE I NA false false false true false false false false false false false false false false false false false false false false THE WALKER HOUSING FUND CHARITABLE TRUST 1C 550000 CONTRIBUTION