Nonprofit · EIN 58-2014929
MMM HERITAGE BELL OAKS HOUSING CORP
Tax-exempt · CONROE, TX 77385
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,284,751 | $1,742,162 | -$457,411 | $3,453,059 | $1,262,337 | $2,190,722 |
| September 30, 2024 | 990 | $1,307,782 | $692,080 | $615,702 | $4,035,143 | $1,387,010 | $2,648,133 |
| September 30, 2023 | 990 | $812,657 | $656,754 | $155,903 | $2,351,495 | $319,064 | $2,032,431 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,207,003
- Investment income
- $77,748
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $750,000
- Other salaries and wages
- $172,988
- Salaries, compensation and benefits (total)
- $236,819
- Professional fundraising fees
- $0
- Legal fees
- $947
- Accounting fees
- $25,626
- Occupancy
- $256,310
- Depreciation
- $158,946
- Program services (functional)
- $1,616,162
- Management and general (functional)
- $126,000
Balance sheet and other
- Total assets, start of year
- $4,035,143
- Total assets, end of year
- $3,453,059
- Total liabilities, end of year
- $1,262,337
- Net assets, end of year
- $2,190,722
- Land, buildings and equipment
- $1,693,382
- Net assets without donor restrictions
- $2,190,722
- Gross receipts
- $1,284,751
- Employees
- 7
- Volunteers
- 0
- Year formed
- 1982
- State of legal domicile
- TX
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KENNETH TANN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $137,940 | $15,793 |
| NANNETTE VALLIS | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $104,537 | $17,946 |
| HOMER ALLISON | PRESIDENT Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KENNETH TANN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $133,922 | $17,567 |
| NANNETTE VALLIS | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $101,492 | $17,567 |
| HOMER ALLISON | PRESIDENT Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KENNETH TANN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $133,307 | $19,982 |
| NANNETTE VALLIS | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $100,586 | $19,982 |
| HOMER ALLISON | PRESIDENT Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 21059 BLAIR RD, CONROE, TX 77385-7309
- Principal officer (990 for 2024)
- HOMER ALLISON, 21059 BLAIR ROAD, CONROE, TX 77385
- Signed the 990
- NANNETTE VALLIS, SECRETARY/TREASURER
- Phone
- (281) 298-7999
- Return prepared by
- PITTSFORD SAMUELS PLLC
Mission
TO OWN AND OPERATE AN APARTMENT PROJECT WITH A TOTAL OF 108 UNITS. A TOTAL OF 27 UNITS ARE MAINTAINED AS RENTAL UNITS FOR LOW INCOME FAMILIES OF WHICH 15 OF THE UNITS ARE MAINTAINED AS RENTAL UNITS FOR VERY LOW INCOME FAMILIES.
Program accomplishments
- HOUSING PROVIDED TO AT LEAST 27 LOW INCOME AND VERY LOW INCOME TENANTS UNDER A LAND USE RESTRICTION AGREEMENT FROM RESOLUTION TRUST CORPORATION IN BELLVILLE, TEXAS.Expenses $1,616,162 · grants $750,000 · revenue $1,207,003
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 58-2014929
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P26)
- Assets (IRS master file)
- $3,453,059
- Income (IRS master file)
- $1,284,751
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,284,751 | $1,742,162 | $3,453,059 | XML |
| 990 | September 2024 | $1,307,782 | $692,080 | $4,035,143 | XML |
| 990 | September 2023 | $812,657 | $656,754 | $2,351,495 | XML |
| 990 | September 2022 | $721,540 | $530,198 | $2,192,675 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 58-2014929).
Questions about MMM HERITAGE BELL OAKS HOUSING CORP
- What is the EIN of MMM HERITAGE BELL OAKS HOUSING CORP?
- The employer identification number (EIN) of MMM HERITAGE BELL OAKS HOUSING CORP is 58-2014929.
- Is MMM HERITAGE BELL OAKS HOUSING CORP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to MMM HERITAGE BELL OAKS HOUSING CORP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MMM HERITAGE BELL OAKS HOUSING CORP 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 MMM HERITAGE BELL OAKS HOUSING CORP due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MMM HERITAGE BELL OAKS HOUSING CORP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of MMM HERITAGE BELL OAKS HOUSING CORP?
- The 990 for the year ended September 30, 2025 names HOMER ALLISON.
- Who are the officers and directors of MMM HERITAGE BELL OAKS HOUSING CORP?
- The 990 for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MMM HERITAGE BELL OAKS HOUSING CORP have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,284,751, expenses of $1,742,162 and total assets of $3,453,059 at year end.
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