2026-08-20T08:53:01-05:00 2025-12-31 562397000 TARWATER PC PO BOX 11622 KNOXVILLE TN 37939 990 2025-01-01 270266088 SOUTHEASTERN HOUSING FOUNDATION II INC SOUT 8655242774 318 NORTH GAY STREET 210 KNOXVILLE TN 37917 CHRISTOPHER MARTIN PRESIDENT 8655242774 2026-07-28 1 JOE TARWATER CPA P00937104 8655840294 2026-07-28 2025 2025-03-06 01:10:19Z CHRISTOPHER MARTIN 318 N GAY STREET STE 210 KNOXVILLE TN 37917 978134 0 X WWW.KLF.ORG X 2010 TN SOUTHEASTERN HOUSING FOUNDATION (SHF) DEVELOPS, OWNS, AND MANAGES MULTI-FAMILY HOUSING FOR AT-RISK AND LOW-INCOME INDIVIDUALS/FAMILIES. 4 4 0 0 0 0 148362 93950 867998 888822 5981 5170 116980 -9808 1139321 978134 0 0 0 0 344668 434980 0 0 9000 697039 707225 1041707 1142205 97614 -164071 6344918 14339147 3180976 11339276 3163942 2999871 SOUTHEASTERN HOUSING FOUNDATION (SHF) DEVELOPS, OWNS, AND MANAGES MULTI-FAMILY HOUSING FOR AT-RISK AND LOW-INCOME INDIVIDUALS/FAMILIES. 0 0 1052205 888822 SOUTHEASTERN HOUSING FOUNDATION (SHF II) DEVELOPS, OWNS, AND OPERATES MULTI-FAMILY HOUSING FOR AT-RISK AND LOW-INCOME INDIVIDUALS/FAMILIES. IN 2011, SHF II DEVELOPED A 48 UNIT PERMANENT SUPPORTIVE HOUSING FACILITY, AND OPERATED A 24 UNIT AFFORDABLE HOUSING APARTMENT COMPLEX. IN 2013, SHF II PURCHASED A LOW-INCOME HOUSING APARTMENT COMPLEX WITH 36 UNITS OF AFFORDABLE HOUSING. IN 2015, SHF II PURCHASED A LOW-INCOME HOUSING APARTMENT COMPLEX IN DUNLAP, TN WITH 51 UNITS OF AFFORDABLE HOUSING. 1052205 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 1 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X CHRISTOPHER MARTIN 8655242774 318 N GAY STREET STE 210 KNOXVILLE TN 37917 CHRISTOPHER MARTIN PRESIDENT/BOARD CHAIR 3.00 37.00 X X 0 192835 73361 TODD HARMS BOARD MEMBER 1.00 X 0 0 0 GREG MEADOWS BOARD MEMBER 1.00 X 0 0 0 JOE PETRE SECRETARY 1.00 X X 0 0 0 0 192835 73361 0 0 1 0 0 56000 37500 450 93950 RENTAL INCOME LOW INCO 531110 821322 821322 RENTAL MANAGEMENT SERV 531390 67500 67500 888822 5170 5170 INCOME FROM FLENNIKEN 531390 -10 -10 INCOME FROM HIAWASSEE 531390 -9798 -9798 -9808 978134 879014 0 5170 373138 373138 4925 4925 34268 34268 22649 22649 3008 3008 17750 17750 20424 20424 15 15 46958 46958 139017 139017 44259 44259 LOW-INC HOUSING EXPENSE 343072 343072 G&A COST PAID TO KLF 90000 81000 9000 PROGRAM EXPENSES 2722 2722 1142205 1052205 81000 9000 522425 533433 211966 213555 51297 31583 2619899 10794900 5136 4938 4254836 1459633 2908852 2795203 25343 -34465 6344918 14339147 122516 180571 3058460 11158705 3180976 11339276 X 3163942 2999871 3163942 2999871 6344918 14339147 -164071 0 X X 0 1 X 1 0 X X 1 KNOXVILLE LEADERSHIP FOUNDATION 621574495 7 1 90000 0 1 90000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 339850 339850 3352042 936844 2415198 562944 522789 40155 2795203 X 1837869 927235 927235 910634 67500 67500 978134 2078750 1004045 1004045 1074705 67500 67500 1142205 PART X, LINE 2: THE FOUNDATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS USING A TWO-STEP APPROACH. THE FIRST STEP IS TO DETERMINE WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE SECOND STEP IS TO MEASURE AND RECOGNIZE IN THE FINANCIAL STATEMENTS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON THE ULTIMATE SETTLEMENT. THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT REQUIRED SIGNIFICANT ADJUSTMENTS TO THE FINANCIAL STATEMENTS AS OF DECEMBER 31, 2022 AND 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM OTHER CONTROLLED ENTITIES 917,427. INCOME FROM INVESTMENT IN SUBSIDIARIES 9,808. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRIES BETWEEN ENTITIES 67,500. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM OTHER CONTROLLED ENTITIES 1,004,045. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRIES BETWEEN ENTITIES 67,500. 0 0 0 0 0 0 0 0 0 CHRISTOPHER MARTIN PRESIDENT/BOARD CHAIR 0 192835 0 0 0 0 0 30000 0 43361 0 266196 0 0 PART III - OTHER ADDITIONAL INFORMATION ALL SALARIES AND WAGES ARE PAID BY KNOXVILLE LEADERSHIP FOUNDATION, A RELATED ENTITY. KNOXVILLE LEADERSHIP FOUNDATION PROVIDES ALL MANAGEMENT OVERSIGHT. THE TOTAL COMPENSATION FOR MR. MARTIN SHOWN HERE HAS ALSO BEEN REFLECTED ON KNOXVILLE LEADERSHIP FOUNDATION'S AND NEIGHBORHOOD HOUSING, INC.'S 990 RETURNS. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE ORGANIZATION PROVIDES AN ELECTRONIC COPY OF THE 990 TO ITS BOARD MEMBERS FOR REVIEW AND COMMENTS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY THE BOARD OF DIRECTORS AND PRESIDENT REVIEW MONTHLY REPORTS TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR OFFICERS THE BOARD OF DIRECTORS GATHER INFORMATION FROM OTHER NON-PROFIT ORGANIZATIONS IN THE KNOXVILLE AREA. THIS INFORMATION IS USED TO DETERMINE COMPENSATION BASED UPON COMPARISONS WITH SIMILAR ORGANIZATIONS WITH SIMILAR EMPLOYMENT POSITIONS. ADDITIONALLY, THE ORGANIZATION SUBSCRIBES TO A PAYSCALE SERVICE THAT PROVIDES COMPARATIVE SALARY INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE TO THE ORGANIZATIONS'S OVERSIGHT PROCESS. DUNLAP GARDENS LLC 318 N GAY STREET STE 210 KNOXVILLE TN 37917 900929615 LOWINC HOU TN 46099 1956839 SHF II SHF SUTHERLAND LLC 318 N GAY STREET STE 210 KNOXVILLE TN 37917 800937975 LOWINC HOU TN -10892 1214679 SHF II FLENNIKEN GP LLC 318 N GAY STREET STE 210 KNOXVILLE TN 37917 262181707 LOWINC HOU TN -10 4004855 SHF II KNOXVILLE LEADERSHIP FOUNDATION 318 N GAY STREET STE 210 KNOXVILLE TN 37917 621574495 HOUSING TN 501(C)(3) LINE 7 N/A 0 NEIGHBORHOOD HOUSING INC 318 N GAY STREET STE 210 KNOXVILLE TN 37917 621771501 HOUSING TN 501(C)(3) LINE 12A, I N/A 0 SHF HIAWASSEE LLC 318 N GAY STREET SUITE 210 KNOXVILLE TN 37917 270266088 LOW INCOME HOUSING TN SHF II -9808 401429 0 1 0.99900 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 KNOXVILLE LEADERSHIP FOUNDATION O 260109 SALARIES & FRINGE BENEFITS KNOXVILLE LEADERSHIP FOUNDATION P 90000 MGMT FEES FOR G&A EXPENSE KNOXVILLE LEADERSHIP FOUNDATION N INCLUDED IN PART V 1P