2025-08-11T11:52:33-05:00 2024-09-30 450250958 Eide Bailly LLP 877 W Main St Ste 800 Boise ID 837025858 990 2023-10-01 820374516 Shoreline Plaza Inc SHOR 2082871065 1001 S Orchard Street Boise ID 83705 Julianne Donnelly-Tzul Chairperson 2083454907 2025-08-11 1 1 Kimberly C Nelson CPA P01887713 2083447150 2025-08-11 2023 2025-03-06 01:10:19Z Julianne Donnelly-Tzul 1001 S Orchard Street Boise ID 83705 994787 0 X www.bcacha.org X 1977 ID To develop, construct, own, maintain, and operate low income housing. 7 7 0 10 0 0 81966 80619 788271 794294 13115 112973 0 0 883352 987886 0 0 0 0 191382 254529 0 0 0 499420 443631 690802 698160 192550 289726 2107590 2346924 2899882 2849490 -792292 -502566 To develop, construct, own, maintain, and operate multifamily housing for the elderly, handicapped, and disabled pursuant to section 8 of the united states housing act of 1937, as amended, or other federal, state or local assistance programs. 0 0 548180 794294 Shoreline Plaza was formed for the purpose of owning and operating an 80-unit low-income housing complex to promote and advance low-rent housing for senior citizens and other lower income persons in the City of Boise, Idaho, as part of a program of the Housing Authority of the City of Boise, Idaho by, among other things rendering financial assistance to the Housing Authority: by financing and constructing in or near the City of Boise, Idaho, one or more buildings usable for public housing purposes of the City or other purposes not inconsistent therewith. 548180 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 1 X 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 1 0 0 0 X Glenn Luke 2082871065 1001 S Orchard Street Boise ID 83705 X Deanna L Watson Secretary Treasurer, Executive Director 4.40 35.60 X 0 151800 40636 Diana Meo Finance Director 4.40 35.60 X 0 122239 46413 Julianne Donnelly-Tzul President/Board Chair 1.00 5.00 X X 0 0 0 Katie Vila Vice President/Board Vice Chair 1.00 3.00 X X 0 0 0 Kent Rock Board Member 1.00 3.00 X 0 0 0 Tim Flaherty Board Member 1.00 3.00 X 0 0 0 Amanda Ryan Board Member (Until 11/23) 1.00 3.00 X 0 0 0 Paige Oeding Board Member (Until 10/23) 1.00 3.00 X 0 0 0 Buffy Jones Board Member 1.00 3.00 X 0 0 0 Krista Paulsen Board Member (As of 11/23) 1.00 3.00 X 0 0 0 Martin Jacobs Board Member (As of 11/23) 1.00 3.00 X 0 0 0 0 274039 87049 0 0 1 0 0 80619 80619 Sec. 8 Housing Assista 624200 499670 499670 Tenant Rent 624200 290832 290832 3792 3792 794294 34982 34982 84892 6901 77991 77991 77991 987886 794294 0 112973 158167 103457 54710 67781 46143 21638 15479 13910 1569 13102 8570 4532 54071 54071 13460 13460 1240 1240 4897 4897 54145 54145 93557 93557 72106 72106 60681 60681 Maintenance & Repairs 56255 56255 Payment in Lieu of Tax 26121 26121 Bad Debt 4160 4160 2938 2938 698160 548180 149980 0 20 20 938417 1042419 20365 36220 7929 7822 4977651 4016549 901501 961102 239358 299341 2107590 2346924 64026 57034 4350 10274 19606 23750 2781903 2720548 29997 37884 2899882 2849490 X -792292 -502566 -792292 -502566 2107590 2346924 289726 0 X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 280468 280468 3980265 3447144 533121 469772 345070 124702 247146 224335 22811 961102 Tenant Security Deposits 23873 Restricted Deposits 275468 299341 Due to Related Party 37884 37884 X 994787 6901 6901 987886 0 987886 705061 6901 6901 698160 0 698160 Part IV, Line 2b: Pursuant to management policy, the Corporation has set aside $23,750 as of September 30, 2024, to repay tenant security deposits after lease termination in accordance with requirements established by the HUD regulatory agreement. Part X, Line 2: Management believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The Corporation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Part XI, Line 2d - Other Adjustments: Loss on Disposition of Assets reported in Part VIII 6,901. Part XII, Line 2d - Other Adjustments: Loss on Disposition of Assets reported in Part VIII 6,901. 0 0 0 0 0 0 0 0 0 Deanna L Watson Secretary Treasurer, Executive Director 0 151800 0 0 0 0 0 18486 0 23308 0 193594 0 0 Diana Meo Finance Director 0 122239 0 0 0 0 0 15447 0 32137 0 169823 0 0 Part I, Line 3 The Organization does not establish the compensation of the Executive Director. Compensation is determined Boise City Housing Authority (BCHA), a related organization and the organization relied on BCHA to establish compensation. Form 990, Part V, Line 2: Employee compensation is paid by Boise City Housing Authority (BCHA) on behalf of Shoreline Plaza. Employee wages, benefits, and payroll taxes reported on Part IX, Lines 7-10 reflect amounts reimbursed to BCHA for these services. All W-2s are issued by BCHA. Form 990, Part VI, Section A, line 2 Diana Meo and Deanna L. Watson have a business relationship with the board members as Diana and Deanna are officers compensated by Boise City Housing Authority (BCHA), a related organization, and the board members also serve as board members of BCHA. Form 990, Part VI, Section A, line 7a When the office of a Director becomes vacant, the Mayor of the City of Boise and the Commissioners of Ada County jointly appoint a new Director. The Board of Directors of the Corporation also serves as the Board of Commissioners of Boise City Housing Authority (BCHA) and Ada County Housing Authority (ACHA). The Commissioners are appointed in alternating years by the Mayor of Boise and Ada County Commissioners. The Mayor of Boise appoints members in odd numbered years and the Ada County Commissioners in even numbered years. Form 990, Part VI, Section A, line 8b The organization does not have any committees with authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b A copy of the Form 990 is e-mailed to the entire Board for review prior to filing. Any concerns or questions from the Board are answered before the 990 is filed. Form 990, Part VI, Section B, line 12c The organization regularly and consistently monitors compliance with the conflict of interest policy. The Executive Director and Board of Commissioners review potential conflicts of interest and appropriate counseling or action is taken. All potential or perceived Board of Directors conflicts of interest are addressed during board meetings with legal counsel in attendance. Form 990, Part VI, Section B, line 15 Compensation for the Executive Director and Finance Director is determined and paid by a related organization, Boise City Housing Authority (BCHA). BCHA uses a pay for performance system with regard to compensation. A human resources consulting group assisted with the pay for performance system and performs salary surveys with organizations similar in size and structure. BCHA receives cost of living adjustment amounts annually. This information is used to adjust the pay scale on an annual basis. Form 990, Part VI, Section C, line 19 All documents are available to the public upon request. Form 990, Part VII, Section A, Line 1a, Column F: Deanna Watson and Diana Meo participate in the Public Employee Retirement System of Idaho, a defined benefit plan, due to the size and varied participants in this plan the actuarial value is not calculated on a per employee basis. The amount included in Column F for deferred compensation includes the actual contributions to the plan, but does not include any amount for a reasonable estimate of the increase in actuarial value. Ada County Housing Authority 1001 S Orchard Street Boise ID 83705 820442236 Housing Authority ID N/A 0 Boise City Housing Authority 1001 S Orchard Street Boise ID 83705 820290739 Housing Authority ID N/A 0 Affordable Housing Solutions Inc 1001 S Orchard Street Boise ID 83705 272800521 Low Income Housing ID 501(c)(3) Line 12b, II Boise CityAda County Housing Authority 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0