Nonprofit · EIN 43-1963410
HOUSING AND EDUCATION ALLIANCE INC
Tax-exempt · TAMPA, FL 33612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 (amended) | $909,155 | $926,132 | -$16,977 | $560,965 | $212,084 | $348,881 |
| December 31, 2023 | 990 | $1,220,414 | $1,115,276 | $105,138 | $739,769 | $206,677 | $533,092 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $834,884
- of which government grants
- $558,677
- Program service revenue
- $74,271
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $402,091
- Salaries, compensation and benefits (total)
- $432,366
- Professional fundraising fees
- $0
- Legal fees
- $3,000
- Occupancy
- $28,934
- Program services (functional)
- $334,311
- Management and general (functional)
- $512,521
- Fundraising (functional)
- $79,300
Balance sheet and other
- Total assets, start of year
- $739,769
- Total assets, end of year
- $560,965
- Total liabilities, end of year
- $212,084
- Net assets, end of year
- $348,881
- Net assets without donor restrictions
- $348,881
- Gross receipts
- $909,155
- Employees
- 8
- Volunteers
- 7
- Year formed
- 2002
- State of legal domicile
- FL
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SYLVIA ALVAREZ | EXECUTIVE DI Officer | 40 | $0 |
| JIM PARKER | CHAIR Trustee or director, Officer | 1 | $0 |
| PATRICIA CAMPBELL | SEC/TREAS Trustee or director, Officer | 1 | $0 |
| DARIO JIMENEZ | DIRECTOR Trustee or director | 1 | $0 |
| DAN MCDONALD | DIRECTOR Trustee or director | 1 | $0 |
| RENE MARTINEZ | DIRECTOR Trustee or director | 1 | $0 |
| WALTER WALKER JR | DIRECTOR Trustee or director | 1 | $0 |
| MIREYA LOCICERO | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SYLVIA ALVAREZ | EXECUTIVE DI Officer | 40 | $88,500 |
| JIM PARKER | CHAIR Trustee or director, Officer | 1 | $0 |
| PATRICIA CAMPBELL | SEC/TREAS Trustee or director, Officer | 1 | $0 |
| DARIO JIMENEZ | DIRECTOR Trustee or director | 1 | $0 |
| DAN MCDONALD | DIRECTOR Trustee or director | 1 | $0 |
| RENE MARTINEZ | DIRECTOR Trustee or director | 1 | $0 |
| WALTER WALKER JR | DIRECTOR Trustee or director | 1 | $0 |
| MIREYA LOCICERO | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 9215 N FLORIDA AVE STE 104, TAMPA, FL 33612-7938
- In care of
- % SYLVIA A ALVAREZ
- Principal officer (990 for 2024)
- SYLVIA ALVAREZ
- Signed the 990
- SYLVIA ALVAREZ, EXECUTIVE DIRECTOR
- Phone
- (813) 932-4663
- Website
- WWW.HEAUSA.ORG
- Return prepared by
- KELLY PARTNERSFRS ACCOUNTANTS
Mission
TO PROVIDE AND SUSTAIN HOMEOWNERSHIP OPPORTUNITIES THROUGH SERVICES IN HOMEBUYER EDUCATION, COUNSELING, LENDING AND THE DEVELOPMENT OF AFFORDABLE HOUSING.
Program accomplishments
- HEA, A 501(C) 3 HUD CERTIFIED HOUSING COUNSELING AGENCY, WAS FOUNDED IN 2002 TO PROVIDE CULTURALLY SENSITIVE, MULTILINGUAL HOUSING COUNSELING SERVICES TO OUR COMMUNITY. AS A MEMBER OF NATIONAL HOUSING AND HOUSING COUNSELING ORGANIZATIONS, HEA CAN BRING ADDITIONAL RESOURCES TO HELP THE RESIDENTS OF THE COMMUNITIES WE SERVE. HEA HAS RECEIVED RECOGNITION AND MANY AWARDS BOTH LOCALLY AND NATIONALLY. EDUCATION & ONE-ON-ONE COUNSELING: SINCE ITS INCEPTION IN 2002, HEA HAS DELIVERED OVER 513,000 HOURS OF EDUCATION AND ONE-ON-ONE COUNSELING TO MORE THAN 56,200 FAMILIES AND INDIVIDUALS ON THE SUBJECTS OF FINANCIAL LITERACY AND THE HOME-BUYING PROCESS. OUT OF THOSE SERVED, MORE THAN 11,400 PURCHASED THEIR FIRST HOME EITHER WITH OR WITHOUT GOVERNMENT DOWN PAYMENT ASSISTANCE. HEA CERTIFIES HOMEBUYERS THROUGH AN EIGHT-HOUR, INSTRUCTOR-LED CLASS OFFERED VIA ZOOM AND IN-PERSON SESSIONS. PARTICIPANTS GAIN A SOLID UNDERSTANDING OF THE ENTIRE HOME-BUYING PROCESS IN THIS ENGAGING AND INFORMATIVE COURSE. IT IS HIGHLY RECOMMENDED FOR ANYONE PREPARING TO PURCHASE A HOME, APPLY FOR A MORTGAGE, OR SIGN A PURCHASE CONTRACT - EVEN THOSE WHO ARE NOT FIRST-TIME BUYERS. TOPICS INCLUDE UNDERSTANDING AND IMPROVING CREDIT, READING A CREDIT REPORT, SELECTING AND WORKING WITH A LENDER, NAVIGATING THE MORTGAGE PROCESS AND ITS TERMS, CHOOSING A REALTOR, FINDING THE RIGHT HOME, REVIEWING CLOSING DOCUMENTS, KNOWING WHAT TO EXPECT AT CLOSING, AND MORE. HEA USES ITS OWN PROPRIETARY, AWARD-WINNING CURRICULUM HOMETRACK, A PROGRAM THAT TEACHES THROUGH THE USE OF EDU-TAINMENT. THE CURRICULUM COVERS BOTH PRE- AND POST-PURCHASE TRAINING AND EXCEEDS HUD AND THE NATIONAL INDUSTRY STANDARDS FOR HOMEBUYER EDUCATION REQUIREMENTS. THE LESSONS ARE ENGAGING AND INTERACTIVE, HELPING DIFFICULT CONCEPTS BE EASILY UNDERSTOOD. WE HAVE ADAPTED OUR ONLINE VERSION FOR USE IN THE CLASSROOM. MORTGAGE READY: ONCE DEEMED MORTGAGE READY, OUR COUNSELORS DETERMINE WHICH DOWN PAYMENT ASSISTANCE PROGRAMS CLIENTS QUALIFY FOR AND HELP ASSEMBLE ALL THE DOCUMENTATION FOR THE PROGRAMS AND FUNDING OPTIONS. OUR COUNSELORS ARE UP TO DATE ON ALL THE BEST PROGRAMS FOR FIRST-TIME HOMEBUYERS, WITH THE PROGRAMS CHANGING FREQUENTLY. OUR EXPERT STAFF CAN EVEN LAYER DOWN PAYMENT ASSISTANCE FUNDS TO MAXIMIZE A CLIENT'S BUYING POWER. IT MAY BE POSSIBLE TO TAKE ADVANTAGE OF LOCAL MUNICIPALITY, THE STATE OF FLORIDA, AS WELL AS ASSISTANCE FROM BANKS AND LENDERS. OUR COUNSELORS CAN HELP ACCESS ALL THEY ARE ELIGIBLE FOR AND DEPENDING WHERE THEY WANT TO PURCHASE AND THEIR OWN PARTICULAR SITUATION, THEY COULD RECEIVE UP TO 100,000 OR MORE TO HELP PURCHASE THEIR HOME. HOMEBUYER ADVANCEMENT PROGRAM (HAP): THE HAP PROGRAM IS THE BEST TOOL WE HAVE TO HELP CLIENTS WHO WANT TO PURCHASE A HOME BUT NEED HELP FIXING THEIR CREDIT. OUR HAP PROGRAM NOT ONLY HELPS CLIENTS REPAIR AND REBUILD THEIR CREDIT, BUT ALSO HOW TO BUDGET AND PAY DOWN BILLS FOR THOSE OVERLOADED WITH DEBT. HAP WILL HELP FIX ALL THE OBSTACLES KEEPING CLIENTS FROM ACHIEVING THE GOAL OF HOMEOWNERSHIP. HAP HAS ALWAYS BEEN 100% FREE. WE HOPE WE CAN KEEP IT THAT WAY; HOWEVER, IF WE HAVE TO START CHARGING, IT WILL BE A MINIMAL CHARGE. CLIENTS MUST TAKE A CLASS AND PAY FOR A CREDIT REPORT, THEY PAY NOTHING MORE. ALSO, THE COUNSELING CAN BE DONE AFTER NORMAL BUSINESS HOURS UNTIL 8 P.M. REMOVING THE BARRIER OF HAVING TO TRAVEL, LEAVE HOME, NEED CHILD CARE, OR TAKE TIME OFF FROM WORK. OUR COUNSELORS WILL WORK WITH CLIENTS AS LONG AS IT TAKES, 6 MONTHS, 1 YEAR, 2 YEARS, ETC., UNTIL THEY ARE MORTGAGE READY. HOPE ADVANTAGE PROGRAM (HAP2): FOR THOSE WHO ARE NOT QUITE READY TO BUY A HOUSE BUT NEED HELP WITH CREDIT OR BUDGETING, THE HAP2 PROGRAM WILL DELIVER RESULTS. NOT HAVING GOOD CREDIT CAN PREVENT SOMEONE FROM GETTING A BETTER PAYING JOB, RENTING AN APARTMENT, AFFECTING THE RATE THEY PAY FOR LOANS, CREDIT CARDS, AUTO INSURANCE, AND MUCH MORE. THE SUCCESS OF OUR HAP PROGRAM PROMPTED HEA TO EXPAND THIS PROGRAM TO THOSE WHO JUST WANT TO FIX THEIR CREDIT AND GET THEIR FINANCIAL HOUSE IN ORDER. HEA HAS PARTNERED WITH CAREERSOURCE TAMPA BAY TO BRING THE HAP2 PROGRAM TO THEIR CLIENTS AND INTO OUR COMMUNITY.Expenses $334,311 · revenue $74,271
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 43-1963410
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L80)
- Assets (IRS master file)
- $560,965
- Income (IRS master file)
- $909,155
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $909,155 | $926,132 | $560,965 | XML |
| 990 | December 2023 | $1,220,414 | $1,115,276 | $739,769 | XML |
| 990 | December 2022 | $2,532,219 | $2,106,983 | $651,175 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 43-1963410).
Questions about HOUSING AND EDUCATION ALLIANCE INC
- What is the EIN of HOUSING AND EDUCATION ALLIANCE INC?
- The employer identification number (EIN) of HOUSING AND EDUCATION ALLIANCE INC is 43-1963410.
- Is HOUSING AND EDUCATION ALLIANCE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to HOUSING AND EDUCATION ALLIANCE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HOUSING AND EDUCATION ALLIANCE 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 HOUSING AND EDUCATION ALLIANCE INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOUSING AND EDUCATION ALLIANCE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HOUSING AND EDUCATION ALLIANCE INC?
- The 990 for the year ended December 31, 2024 names SYLVIA ALVAREZ.
- Who are the officers and directors of HOUSING AND EDUCATION ALLIANCE INC?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does HOUSING AND EDUCATION ALLIANCE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $909,155, expenses of $926,132 and total assets of $560,965 at year end.
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