2024-11-05T14:01:35-06:00 2023-12-31 910189318 MOSS ADAMS LLP 2707 COLBY AVENUE SUITE 801 EVERETT WA 98201 990 2023-01-01 943221403 HEATHER APARTMENT ASSOCIATES HEAT 2069012000 6400 SOUTHCENTER BOULEVARD TUKWILA WA 98188 MIKE DE LUCA CHIEF FINANCIAL OFFICER 2069012000 2024-10-29 1 1 EMINA O CRESSWELL CPA P01217304 4252597227 2024-10-29 2023 2024-10-15 13:58:12Z MIKE DE LUCA 6400 SOUTHCENTER BOULEVARD TUKWILA WA 98188 160834 0 X N/A X 2000 WA PROVIDE LOW-INCOME HOUSING TO THE MENTALLY ILL. 3 3 0 5 0 0 0 69933 91968 90900 1 1 0 0 91969 160834 0 0 0 0 0 0 0 0 0 126305 152819 126305 152819 -34336 8015 966065 989488 1801637 1817045 -835572 -827557 PROVIDE LOW-INCOME HOUSING TO THE MENTALLY ILL. 0 0 143627 90900 OWN AND OPERATE A LOW-INCOME 16 UNIT APARTMENT BUILDING REGULATED BY HUD SECTION 811 OF THE NHA FOR PEOPLE RECOVERING FROM MENTAL ILLNESS WHO CAN LIVE INDEPENDENTLY IN THE COMMUNITY. 143627 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MIKE DE LUCA 2069012000 6400 SOUTHCENTER BOULEVARD TUKWILA WA 98188 TOM BOLGER BOARD CHAIR 1.00 12.00 X X 0 0 0 ROGER DOWDY BOARD VICE CHAIR 1.00 12.00 X X 0 0 0 EDDIE PASATIEMPO BOARD VICE CHAIR (THRU 9/23) 1.00 12.00 X X 0 0 0 JEFF WILCOX BOARD TREASURER 1.00 12.00 X X 0 0 0 MEG TAYLOR BOARD TREASURER (THRU 1/23) 1.00 12.00 X X 0 0 0 KATRINA EGNER PRESIDENT AND CEO 1.00 50.00 X 0 308573 24457 MIKE DE LUCA VICE PRESIDENT AND CFO 1.00 50.00 X 0 201935 6058 0 510508 30515 0 0 1 0 0 69933 69933 LOW INCOME HOUSING 532000 90900 90900 90900 1 1 160834 90900 0 1 4175 4175 876 876 4141 4141 70039 70039 35025 35025 31843 31843 MAINTENANCE AND SUPPLIE 4733 4733 BAD DEBT EXPENSE 1987 1987 152819 143627 9192 0 869 2509 15162 15162 196079 252887 1549705 830775 753955 718930 966065 989488 86604 164766 30490 30490 6312 6312 1449793 1449793 228438 165684 1801637 1817045 X -835572 -827557 -835572 -827557 966065 989488 8015 0 X X 0 0 1 0 X 69933 69933 89841 90873 90900 91968 90900 454482 89841 90873 90900 91968 160833 524415 69933 69933 0 69933 69933 454482 8 7 2 1 1 19 8 7 2 1 1 19 89849 90880 90902 91969 160834 524434 0.86660 0.99990 0.00000 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 305010 305010 1156897 778495 378402 81561 48486 33075 6237 3794 2443 718930 RELATED PARTY PAYABLE 165684 165684 PART IV, LINE 2B: HUD REQUIRES THAT AMOUNTS RECEIVED FOR TENANT SECURITY DEPOSITS BE PLACED IN A RESTRICTED BANK ACCOUNT TO BE USED ONLY FOR DEPOSITS RECEIVED AND DISPERSED. 0 0 0 0 0 0 0 0 0 KATRINA EGNER PRESIDENT AND CEO 0 268617 0 39154 0 802 0 9257 0 15200 0 333030 0 0 MIKE DE LUCA VICE PRESIDENT AND CFO 0 200000 0 0 0 1935 0 6058 0 0 0 207993 0 0 PART I, LINE 3: A RELATED ORGANIZATION, SOUND, ANNUALLY REVIEWS COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER; THE CEO ANNUALLY REVIEWS ALL OF THE OTHER OFFICERS INCLUDING CHIEF FINANCIAL OFFICER. SOUND USES A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO HELP DETERMINE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 2 OFFICERS AND DIRECTORS LISTED IN PART VII ALSO HOLD OFFICER AND/OR DIRECTOR POSITIONS IN RELATION TO SOME OF THE ORGANIZATION'S RELATED PARTIES. AS SUCH, THEY MAY BE CONSIDERED TO HAVE BUSINESS RELATIONSHIPS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE FINANCE & AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE, UPON ACCEPTANCE OF THE FORM 990, INFORMS THE FULL BOARD OF DIRECTORS OF THE OUTCOME OF THE COMMITTEE'S REVIEW, AND COPIES OF THE FORM ARE DISTRIBUTED TO ALL BOARD MEMBERS. AT THE CONCLUSION OF THIS PROCESS, THE COMMITTEE INSTRUCTS MANAGEMENT TO SUBMIT THE FORM 990 TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C HEATHER APARTMENT ASSOCIATES FOLLOWS SOUND'S (A RELATED TAX EXEMPT ORGANIZATION) CONFLICT OF INTEREST, WHISTLEBLOWER AND DOCUMENT RETENTION POLICIES. THE BOARD OF DIRECTORS IS COVERED BY THE POLICY. PROSPECTIVE BOARD MEMBERS ARE QUESTIONED ON ANY EXISTING AND/OR POTENTIAL CONFLICT OF INTEREST ISSUES DURING THE BOARD MEMBER RECRUITMENT PROCESS. THE BOARD HAS A PRACTICE THAT IT IS THE RESPONSIBILITY OF ALL BOARD MEMBERS TO CONTINUALLY MONITOR AND DISCLOSE ANY NEW OR POTENTIAL CONFLICT OF INTEREST CONCERNS ON AN ONGOING BASIS. WHEN A CONFLICT OF INTEREST OCCURS, THE BOARD DETERMINES IF THERE IS A CONFLICT OF INTEREST, REVIEWS IT, AND DETERMINES IF THE MEMBER(S) INVOLVED SHOULD BE EXCLUDED FROM THE PARTICULAR CONVERSATION OR VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY MAKES THE FORM 990, THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 3B: AT THE TIME OF FILING, THE ORGANIZATION IS STILL AWAITING GOVERNMENT APPROVAL AND INFORMATION BEFORE IT CAN ENGAGE IN THE REQUIRED AUDIT. SOUND 6400 SOUTHCENTER BOULEVARD TUKWILA WA 98188 910818971 BEHAVIORAL HEALTH SERVICES WA 501(C)(3) LINE 10 N/A 0 EASTSIDE RESIDENTIAL OPPORTUNITIES 6400 SOUTHCENTER BOULEVARD TUKWILA WA 98188 943145210 LOW INCOME HOUSING FOR PEOPLE WITH HANDICAPPING CONDITIONS WA 501(C)(3) LINE 10 SOUND 0 SMHI RESIDENTIAL SERVICES 6400 SOUTHCENTER BOULEVARD TUKWILA WA 98188 943184024 LONG-TERM INDEPENDENT HOUSING FOR LOW-INCOME AND HOMELESS INDIVIDUALS WA 501(C)(3) LINE 10 SOUND 0 CASCADE CLUSTER APARTMENT ASSOCIATES 6400 SOUTHCENTER BOULEVARD TUKWILA WA 98188 911704447 LOW INCOME HOUSING WA 501(C)(3) LINE 10 SOUND 0 OAK MANOR ASSOCIATES 6400 SOUTHCENTER BOULEVARD TUKWILA WA 98188 911135733 LOW INCOME HOUSING WA 501(C)(3) LINE 10 SOUND 0 ARBOR HOUSING ASSOCIATES 6400 SOUTHCENTER BOULEVARD TUKWILA WA 98188 911214649 LOW INCOME HOUSING WA 501(C)(3) LINE 10 SOUND 0 LAUREL HOUSING ASSOCIATION 6400 SOUTHCENTER BOULEVARD TUKWILA WA 98188 913044660 LOW INCOME HOUSING WA 501(C)(3) LINE 10 SOUND 0 VALOR APARTMENT ASSOCIATES 6400 SOUTHCENTER BOULEVARD TUKWILA WA 98188 454624834 LOW INCOME HOUSING WA 501(C)(3) LINE 10 SOUND 0 KATERI HOUSE HOUSING ASSOCIATION 6400 SOUTHCENTER BOULEVARD TUKWILA WA 98188 200931805 LOW INCOME HOUSING WA 501(C)(3) LINE 10 SOUND 0 SHIRLEY BRIDGE BUNGALOWS 6400 SOUTHCENTER BOULEVARD TUKWILA WA 98188 912105328 LOW INCOME HOUSING FOR PEOPLE WITH MULTIPLE NEEDS WA 501(C)(3) LINE 10 SOUND 0 CHRISTOPHER HOUSING 6400 SOUTHCENTER BOULEVARD TUKWILA WA 98188 911814362 LOW INCOME HOUSING FOR PEOPLE WITH MULTIPLE NEEDS WA 501(C)(3) LINE 10 SOUND 0 KENYON & BOZEMAN LP 6400 SOUTHCENTER BOULEVARD TUKWILA WA 98188 261525260 RENTAL REAL ESTATE WA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0