Nonprofit · EIN 27-3008817
UPPER KIRBY APARTMENTS INC
Tax-exempt · DALLAS, TX 75201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,516,167 | $205,823 | $1,310,344 | $48,854,076 | $881,948 | $47,972,128 |
| June 30, 2024 | 990 | $1,721,594 | $213,962 | $1,507,632 | $45,840,718 | $794,053 | $45,046,665 |
| June 30, 2023 | 990 | $1,798,084 | $245,605 | $1,552,479 | $52,982,347 | $1,149,065 | $51,833,282 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $18,921
- Net rental income
- $1,497,246
- Other revenue
- $1,497,246
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Management and general (functional)
- $205,823
Balance sheet and other
- Total assets, start of year
- $45,840,718
- Total assets, end of year
- $48,854,076
- Total liabilities, end of year
- $881,948
- Net assets, end of year
- $47,972,128
- Land, buildings and equipment
- $41,599,592
- Gross receipts
- $4,718,885
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2010
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| R SCOTT DENNIS | DIRECTOR Trustee or director | 1 | $0 |
| COURTNEY POPELKA | DIRECTOR Trustee or director | 1 | $0 |
| CHASE BOLDING | PRESIDENT Officer | 1 | $0 |
| KIM HOURIHAN | VP/ASST SEC Officer | 1 | $0 |
| PETER FEINBERG | VP/ASST SEC Officer | 1 | $0 |
| PERRY CHUDNOFF | VP/ASST SEC Officer | 1 | $0 |
| JUSTIN SHANAHAN | VP/ASST SEC Officer | 1 | $0 |
| KEVIN PIROZZOLI | VP/ASST SEC Officer | 1 | $0 |
| DEIRDRE PEREZ | VP/ASST SEC Officer | 1 | $0 |
| TOM HURST | VP/ASST SEC Officer | 1 | $0 |
| RIVKA ALTMAN | VP/ASST SEC Officer | 1 | $0 |
| CHRIS CLEGHORN | VP/ASST SEC Officer | 1 | $0 |
| COURTNEY POPELKA | VP/ASST SEC Officer | 1 | $0 |
| STEPHANIE HOLDER | VP/ASST SEC Officer | 1 | $0 |
| JAIME KELLEY | VP/ASST SEC Officer | 1 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MITCH KNICELY | VP/ASST SEC Officer | 1 | $0 |
| MASON GILMORE | VP/ASST SEC Officer | 1 | $0 |
| BRYAN WARD | TREASURER/ASST SEC Officer | 1 | $0 |
| CLIFFORD STOOPS | TREASURER/ASST SEC Officer | 1 | $0 |
| ALISON DEPPERSCHMIDT | TREASURER/ASST SEC Officer | 1 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| R SCOTT DENNIS | DIRECTOR Trustee or director | 1 | $0 |
| BETH ZAYICEK | DIRECTOR/COO Trustee or director | 1 | $0 |
| BERT J CROUCH | PRESIDENT Officer | 1 | $0 |
| COURTNEY POPELKA | VP/ASST SEC Officer | 1 | $0 |
| HALEY WALDRON | TREASURER/ASST SEC Officer | 1 | $0 |
| PERRY CHUDNOFF | VP/ASST SEC Officer | 1 | $0 |
| TOM HURST | VP/ASST SEC Officer | 1 | $0 |
| CHRIS CLEGHORN | VP/ASST SEC Officer | 1 | $0 |
| JACKSON LAPIN | VP/ASST SEC Officer | 1 | $0 |
| PETER FEINBERG | VP/ASST SEC Officer | 1 | $0 |
| KEVIN PIROZZOLI | VP/ASST SEC Officer | 1 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| R SCOTT DENNIS | DIRECTOR Trustee or director | 1 | $0 |
| BETH ZAYICEK | DIRECTOR Trustee or director | 1 | $0 |
| JASON W GEER | VP/SEC Officer | 1 | $0 |
| MICHAEL KIRBY | PRESIDENT Officer | 1 | $0 |
| BERT J CROUCH | ASST SEC Officer | 1 | $0 |
| LEE PHEGLEY | ASST SEC Officer | 1 | $0 |
| HALEY WALDRON | ASST SEC Officer | 1 | $0 |
| PERRY CHUDNOFF | ASST SEC Officer | 1 | $0 |
| TOM HURST | ASST SEC Officer | 1 | $0 |
| CHRIS CLEGHORN | ASST SEC Officer | 1 | $0 |
| JACKSON LAPIN | ASST SEC Officer | 1 | $0 |
| PETER FEINBERG | ASST SEC Officer | 1 | $0 |
| DUNCAN WALKER | ASST SEC Officer | 1 | $0 |
| KEVIN PIROZZOLI | ASST SEC Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2300 N FIELD ST STE 1200, DALLAS, TX 75201-2791
- In care of
- % INVESCO ADVISERS INC
- Principal officer (990 for 2024)
- BRYAN WARD, 2300 N FIELD ST SUITE 1200, DALLAS, TX 75201
- Signed the 990
- BRYAN WARD, OFFICER
- Phone
- (972) 715-7400
- Return prepared by
- KPMG LLP
Mission
NONE
Program accomplishments
- UPPER KIRBY APARTMENTS, INC. OPERATES AS A TITLE HOLDING CORPORATION WITHIN THE MEANING OF IRC SECTION 501(C)(25) AND HOLDS TITLE TO REAL PROPERTY ON BEHALF OF PUBLIC EMPLOYEES' RETIREMENT SYSTEM OF NEVADA (RETIREMENT SYSTEM). THE ORGANIZATION COLLECTS THE INCOME FROM THE PROPERTY AND REMITS IT TO THE RETIREMENT SYSTEM.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-3008817
- Tax-exempt status
- 501(c)(25): Title-holding corporation for multiple parents
- Donations deductible
- No
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S470)
- Assets (IRS master file)
- $48,854,076
- Income (IRS master file)
- $4,718,885
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,516,167 | $205,823 | $48,854,076 | IRS |
| 990 | June 2024 | $1,721,594 | $213,962 | $45,840,718 | IRS |
| 990 | June 2023 | $1,798,084 | $245,605 | $52,982,347 | XML |
| 990 | June 2022 | $1,567,397 | $249,023 | $58,478,935 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-3008817).
Questions about UPPER KIRBY APARTMENTS INC
- What is the EIN of UPPER KIRBY APARTMENTS INC?
- The employer identification number (EIN) of UPPER KIRBY APARTMENTS INC is 27-3008817.
- Is UPPER KIRBY APARTMENTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(25) since 2011.
- Are donations to UPPER KIRBY APARTMENTS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UPPER KIRBY APARTMENTS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPPER KIRBY APARTMENTS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPPER KIRBY APARTMENTS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UPPER KIRBY APARTMENTS INC?
- The 990 for the year ended June 30, 2025 names BRYAN WARD.
- Who are the officers and directors of UPPER KIRBY APARTMENTS INC?
- The 990 for the year ended June 30, 2025 lists 20 people; 0 received compensation from the organization.
- How much revenue does UPPER KIRBY APARTMENTS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,516,167, expenses of $205,823 and total assets of $48,854,076 at year end.
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