2024-11-13T11:57:04-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 475 REGENCY PARK SUITE 175 OFALLON IL 62269 990 2023-01-01 510179471 BEYOND HOUSING INC BEYO 3145330600 6506 WRIGHT WAY PINE LAWN MO 63121 CHRISTOPHER KREHMEYER PRESIDENT/CEO 3145330600 2024-11-12 1 0 JEFF PARKER P00970069 6182331200 2024-11-12 2023 2024-10-15 13:58:12Z CHRISTOPHER KREHMEYER 6506 WRIGHT WAY PINE LAWN MO 63121 17531699 0 X WWW.BEYONDHOUSING.ORG X 1975 MO STRENGTHENING NEIGHBORHOODS, IMPROVING AND PRESERVING HOUSING IN PARTNERSHIP WITH RESIDENTS, BUSINESSES AND GOVERNMENT. 16 16 114 150 0 0 8949508 13375943 3392012 3284156 31218 836682 -594855 -257098 11777883 17239683 150000 0 0 0 5989306 6648764 0 0 1104085 9377311 10241693 15516617 16890457 -3738734 349226 36291227 36252641 27790946 27403134 8500281 8849507 X BEYOND HOUSING HELPS ENTIRE COMMUNITIES BECOME BETTER PLACES TO LIVE. WE BEGIN WITH ACTUAL HOMES AND HOUSING PRESERVATION, FOCUSING ON QUALITY AND STABILITY TO GIVE PEOPLE A PLACE TO START. BUT THERE IS MORE TO HOME THAN THE HOUSE. BEYOND HOUSING IS A COMMUNITY DEVELOPMENT ORGANIZATION THAT WORKS IN DEFINED GEOGRAPHIES LIKE THE NORMANDY SCHOOL DISTRICT. WE UNDERSTAND THAT IN ORDER TO HAVE REAL IMPACT WE MUST FOCUS ON ALL OF THE AREAS THAT MAKE UP A THRIVING COMMUNITY - EDUCATION, HOUSING, HEALTH, JOB READINESS AND ACCESS, AND ECONOMIC DEVELOPMENT. 0 0 6222249 0 1997777 HOMEOWNERSHIP, PURCHASE, AND REHABILITATION SERVICES THROUGH COMMUNITY BUILDING. 1,042 PEOPLE WERE SERVED THROUGH THIS PROGRAM IN 2023. OF THIS TOTAL, 112 PEOPLE WERE SERVED THROUGH HOMEOWNERSHIP SERVICES, 523 PEOPLE WERE SERVED THROUGH HOMEBUYER EDUCATION COURSES AND 407 PEOPLE WERE SERVED THROUGH HOUSING COUNSELING AND FINANCIAL HOUSING COUNSELING. BEYOND HOUSING RECEIVES GRANTS FROM GOVERNMENTAL AGENCIES FOR THE PURPOSE OF ISSUING AND MANAGING FORGIVABLE AND LOW-INTEREST HOUSING REHAB. LOANS TO HIGH CREDIT RISK INDIVIDUALS IN DESIGNATED AREAS. THE PROGRAM REVENUE AMOUNT INCLUDES PROGRAM SERVICE FEES ONLY AND DOES NOT INCLUDE CONTRIBUTIONS AND GRANTS TOTALING $527,266 THAT SUPPORT THIS PROGRAM. 4118842 0 4513 24:1 - THE INITIATIVE FOCUSES ON COMMUNITY DEVELOPMENT IN THE VITAL AREAS OF: COMMUNITY ENGAGEMENT, EDUCATION, HOUSING, HEALTH, ECONOMIC DEVELOPMENT, AND JOB READINESS AND ACCESS. 1,093 PEOPLE WERE HELPED IN 2023. THE PROGRAM REVENUE AMOUNT INCLUDES PROGRAM SERVICE FEES ONLY AND DOES NOT INCLUDE CONTRIBUTIONS AND GRANTS TOTALING $2,562,769 THAT SUPPORT THIS PROGRAM. 3099129 0 1247274 LOW INCOME HOUSING RENTAL & TENANT SUPPORT SERVICES - PROVIDE TRAINING TO TENANTS IN THE AREAS OF BUDGETING, PROPERTY MAINTENANCE, RESPONSIBLE FAMILY LIVING AND COMMUNITY INVOLVEMENT. DEVELOPMENT OF ADDITIONAL LOW INCOME HOUSING RENTALS. APPROXIMATELY 567 LIVES WERE IMPACTED IN 2023. THE PROGRAM REVENUE AMOUNT INCLUDES PROGRAM SERVICE FEES ONLY AND DOES NOT INCLUDE CONTRIBUTIONS AND GRANTS TOTALING $3,923 THAT SUPPORT THIS PROGRAM. 496210 0 34573 INDIVIDUAL DEVELOPMENT ACCOUNTS FOR ADULTS - THE PROGRAM CONSISTS OF A MATCHED SAVINGS ACCOUNT IN WHICH EVERY DOLLAR A PARTICIPANT DEPOSITS INTO THE ACCOUNT IS MATCHED THROUGH PRIVATE AND GOVERNMENT FUNDS. THE MATCHED FUNDS CAN THEN BE USED FOR A FIRST-TIME HOME PURCHASE, PERMANENT HOME IMPROVEMENTS, TUITION AND RELATED COSTS FOR HIGHER EDUCATION, OR FOR THE ESTABLISHMENT OR EXPANSION OF A SMALL BUSINESS. 84 NEW ACCOUNTS WERE ESTABLISHED IN 2023. THE PROGRAM REVENUE AMOUNT INCLUDES PROGRAM SERVICE FEES ONLY. 294546 0 19 ST. LOUIS COUNTY DOWNPAYMENT AND CLOSING COST ASSISTANCE - PROGRAM WHEREBY LOW TO MODERATE INCOME INDIVIDUALS MAY APPLY FOR DOWNPAYMENT AND CLOSING COST ASSISTANCE TO ASSIST IN SECURING FINANCING ARRANGEMENTS TO PURCHASE A HOME. 47 DOWNPAYMENT/CLOSING COST LOANS WERE ISSUED DURING 2023. THE PROGRAM REVENUE AMOUNT INCLUDES PROGRAM SERVICE FEES ONLY AND DOES NOT INCLUDE CONTRIBUTIONS AND GRANTS TOTALING $371,154 THAT SUPPORT THIS PROGRAM. 790756 0 34592 14230976 1 1 0 1 0 0 0 0 1 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 72 0 114 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X STEVE JANSEN 3145330600 6506 WRIGHT WAY PINE LAWN MO 63121 NICK OVERKAMP BOARD MEMBER 2.00 0.00 X 0 0 0 SUNIL RAJPUROHIT TREASURER 2.00 0.00 X X 0 0 0 DEMETRIUS GROOMS CHAIRPERSON 2.00 0.00 X X 0 0 0 LORENZO BOYD BOARD MEMBER 2.00 0.00 X 0 0 0 JOHN RISBERG BOARD MEMBER 2.00 0.00 X 0 0 0 PAMELA WESTBROOKS-HODGE BOARD MEMBER 2.00 0.00 X 0 0 0 ROB DIXON BOARD MEMBER 2.00 0.00 X 0 0 0 KATRINA MOORE BOARD MEMBER 2.00 0.00 X 0 0 0 TINA MOSLEY SECRETARY 2.00 0.00 X X 0 0 0 CLARK DAVIS TREASURER 2.00 0.00 X 0 0 0 JACQUELINE BUCK-HORTON BOARD MEMBER 2.00 0.00 X 0 0 0 ROY ROBINSON BOARD MEMBER 2.00 0.00 X 0 0 0 MAGGIE CURCIO BOARD MEMBER 2.00 0.00 X 0 0 0 KATIE NOELKE BOARD MEMBER 2.00 0.00 X 0 0 0 DAVID PLUFKA BOARD MEMBER 2.00 0.00 X 0 0 0 PETER BENOIST JR VICE-CHAIR 2.00 0.00 X X 0 0 0 DOUGLAS BLACK BOARD MEMBER (TERM END) 2.00 0.00 X 0 0 0 CHRISTOPHER KREHMEYER CHIEF EXECUTIVE OFFICER 40.00 2.00 X 273263 0 32200 STEVEN JANSEN CHIEF FINANCIAL OFFICER 40.00 2.00 X 149135 0 10484 DEBORAH DOMBAR CHIEF OPERATING OFFICER 40.00 1.00 X 180799 0 18276 ALANA PEASE CHIEF ADMINISTRATIVE OFFICER 40.00 0.00 X 136007 0 14998 739204 0 75958 4 0 1 0 HILL & SON INVESTMENT 965 STONECASTLE DR OFALLON MO 63366 CONSTRUCTION 1344308 BAILEY & CO PO BOX 1743 ST LOUIS MO 63011 CONSULTING FEES 741851 BRICK AND MORTAR INVESTMENTS & FIELD SER 8 BRIDLE PATH CT FLORISSANT MO 63033 CONSTRUCTION 486443 BUILDING TECHNOLOGY LLC 4200 UNION BLVD SUITE 109 ST LOUIS MO 63115 CONSTRUCTION 426215 123 INVESTMENT PROPERTIES LLC 1569 BEN MCLEMORE III PLACE WELLSTON MO 63133 CONSTRUCTION 406885 8 9704735 3671208 139886 13375943 L.I. HSG RENTAL 531110 2013321 2013321 L.I. HSG MGMT & DEV FEES 531310 829556 829556 OTHER RENTAL INCOME 531120 178948 178948 MISC. PROGRAM FEE INCOME 531390 170614 170614 HOMEOWNERSHIP ADVISORY FEES 541990 91717 91717 3284156 24051 24051 1104647 292016 812631 812631 812631 LOSS ON INVESTMENT IN SUBSIDIARIE 900003 -257098 -257098 -257098 17239683 3284156 0 579584 628157 243157 268815 116185 4841303 3811173 542395 487735 765891 565480 114614 85797 413413 306449 61316 45648 71931 71931 97785 97785 4956 4956 656293 458188 82145 115960 480647 243337 80003 157307 115918 107846 3538 4534 299105 279583 8284 11238 283112 255040 14036 14036 38006 37608 51 347 351676 351676 1359519 1207443 152076 378997 288529 90468 DIRECT PROGRAM COSTS 4862426 4859466 987 1973 REPAIRS AND MAINTENANCE 768503 758305 3130 7068 BAD DEBT 161327 161327 TRAINING 95936 84226 5200 6510 215556 140212 25597 49747 16890457 14230976 1555396 1104085 15189 1329 2821943 2493664 417319 2213966 801989 882497 1320241 1590508 245983 169736 32282562 10568866 22733538 21713696 7107857 6072628 827168 1114617 36291227 36252641 1777794 1573801 597600 666847 24310044 24152428 1105508 1010058 27790946 27403134 X 7432580 5366597 1067701 3482910 8500281 8849507 36291227 36252641 349226 0 X X 0 1 X 1 1 1 X 14103721 6675915 11388050 8964508 13375943 54508137 14103721 6675915 11388050 8964508 13375943 54508137 15159688 39348449 35828 13369 5689 14497 24051 93434 2286644 132381 159574 -595855 -257098 1725646 56327217 16716237 0.69860 0.77740 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GAIN/LOSS ON LOW-INCOME PARTNERSHIPS - 2019 AMOUNT: $ 534,853. 2020 AMOUNT: $ -168,060. 2021 AMOUNT: $ 159,574. 2022 AMOUNT: $ -595,855. 2023 AMOUNT: $ -257,098. FORGIVENESS OF DEBT INCOME - 2019 AMOUNT: $ 1,751,791. 2020 AMOUNT: $ 300,441. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 4956 0 0 4956 0 PART II-B, LINE 1, LOBBYING ACTIVITIES EMPLOYEES IN THE ORGANIZATION WERE INVOLVED IN DIRECT DISCUSSIONS WITH POLITICIANS REGARDING LEGISLATION IMNPACTING THE 24:1 COMMUNITY, TO INCLUDE HOUSING, EDUCATION, HEALTH, FINANCIAL WELL BEING AND GOOD GOVERNACE. 0 1 X 1141991 1141991 26499902 8738420 17761482 2659177 657594 2001583 1741581 932941 808640 239911 239911 0 21713696 REAL ESTATE HELD FOR RENTAL TO LOW INCOME HOUSING PERSONS AND FAMILIES 803663 F INVESTMENT IN LOW-INCOME HOUSING PARTNERSHIPS 992158 F INVESTMENT IN SUBSIDIARIES 4276807 F 6072628 SECURITY DEPOSITS 158524 PROGRAM DEPOSITS 217521 PARTNERSHIP DEPOSITS 186468 DUE TO SUBSIDIARY 95413 LEASE LIABILITY 352132 1010058 X PART IV, LINE 2B: THERE IS AN ESCROW ACCOUNT USED TO PAY TAXES AND INSURANCE FOR VARIOUS MORTGAGES HELD BY BEYOND HOUSING FOR A THIRD PARTY. PART X, LINE 2: THE ORGANIZATION HAS ASSESSED ITS FEDERAL, STATE, AND LOCAL TAX POSITIONS INCLUDING POSSIBLE UNRELATED BUSINESS INCOME AND DETERMINED THAT THERE WERE NO UNRELATED BUSINESS INCOME TAXES AND NO UNCERTAINTIES OR POSSIBLE RELATED EFFECTS THAT NEED TO BE RECORDED AS OF OR FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER KREHMEYER CHIEF EXECUTIVE OFFICER 273263 0 0 0 0 0 15000 0 17200 0 305463 0 0 0 DEBORAH DOMBAR CHIEF OPERATING OFFICER 180799 0 0 0 0 0 11000 0 7276 0 199075 0 0 0 STEVEN JANSEN CHIEF FINANCIAL OFFICER 149135 0 0 0 0 0 10000 0 484 0 159619 0 0 0 ALANA PEASE CHIEF ADMINISTRATIVE OFFICER 136007 0 0 0 0 0 8000 0 6998 0 151005 0 0 0 X 1 131178 FMV X 1 8709 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE CORPORATION SHALL HAVE AN EXECUTIVE COMMITTEE COMPRISED OF THE CHAIR, VICE CHAIR, IMMEDIATE PAST CHAIR AND TREASURER. THE CHAIRPERSON OF THE BOARD OF DIRECTORS SHALL SERVE AS CHAIRPERSON OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE 990 AND COORDINATES WITH THE TAX PREPARER REGARDING QUESTIONS AND/OR REVISIONS. A DRAFT OF THE 990 IS SENT TO EACH MEMBER OF THE FINANCE COMMITTEE FOR THEIR REVIEW AND COMMENT. THE 990 IS THEN SENT TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EVERY BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. IF A TOPIC ARISES AT A BOARD MEETING WHICH COULD BE A POTENTIAL CONFLICT OF INTEREST, THE BOARD MEMBER ABSTAINS FROM THE DISCUSSION AND THE RESULTING VOTE (IF THERE IS ONE). THE ABSTENTION IS DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION BENCHMARKS SUCH AS THE UNITED WAY SURVEY ARE USED IN DETERMINING COMPENSATION. THE HR COMMITTEE CHAIR WILL ASSIST THE EXECUTIVE COMMITTEE WITH ITS ANNUAL EVALUATION OF THE PRESIDENT/CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ANNUAL FINANCIAL STATEMENTS ARE SENT TO ALL LENDERS AND PROVIDED DIRECTLY TO ALL OTHERS WHO REQUEST SUCH DOCUMENTS. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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MO BEYOND HOUSING INC C -250 1.00000 1 BHCF SUB-CDE I INC 6506 WRIGHT WAY ST LOUIS MO 63121 301018636 PROVIDE INVESTMENT CAPITAL FOR LOW-INCOME COMMUNITIES AND PERSONS MO N/A C 0 0 0 0 1 0 0 0 0 0 0 1 1 0 1 1 1 1 0 1 BEYOND HOUSING GP INC D 200000 OUTSTANDING BALANCE