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Nonprofit · EIN 63-0985617

NAVIGATE AFFORDABLE HOUSING PARTNERS INC

Tax-exempt · BIRMINGHAM, AL 35233

Financials

$834.3M$824.2M2023$919.3M$909.3M2024
Revenue Expenses · by fiscal year end
Financials of NAVIGATE AFFORDABLE HOUSING PARTNERS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$919,273,953$909,261,541$10,012,412$93,225,339$4,563,480$88,661,859
December 31, 2023990$834,291,941$824,241,747$10,050,194$81,769,316$3,119,869$78,649,447
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$885,298,935
of which government grants
$885,005,189
Program service revenue
$30,940,687
Investment income
$3,034,331
Other revenue
$0

Expenses

Grants and similar amounts paid
$890,111,727
Compensation of officers, directors and key employees
$927,916
Other salaries and wages
$5,659,187
Salaries, compensation and benefits (total)
$8,406,303
Professional fundraising fees
$0
Legal fees
$1,171,577
Accounting fees
$92,434
Occupancy
$4,234,531
Travel
$519,935
Depreciation
$669,493
Program services (functional)
$903,587,951
Management and general (functional)
$5,673,590

Balance sheet and other

Total assets, start of year
$81,769,316
Total assets, end of year
$93,225,339
Total liabilities, end of year
$4,563,480
Net assets, end of year
$88,661,859
Land, buildings and equipment
$18,107,104
Net assets without donor restrictions
$87,287,567
Net assets with donor restrictions
$1,374,292
Gross receipts
$919,273,953
Employees
71
Volunteers
5
Year formed
1980
State of legal domicile
AL

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.

NameTitleHours / weekCompensationOther / benefits
LISA M MCCARROLLCHIEF EXECUTIVE OFFICER
Officer
40$333,181$48,582
JULIE L REYNOLDSCHIEF OPERATING OFFICER
Officer
40$313,898$52,857
THOMAS P GERUNDOHIGHLY COMPENSATED EMPLOYE
Highest-paid employee
40$188,856$41,725
ROBERT J MCLAUGHLINHIGHLY COMPENSATED EMPLOYE
Highest-paid employee
40$159,165$35,165
TIM SHEARERHIGHLY COMPENSATED EMPLOYE
Highest-paid employee
40$157,273$27,189
NATHANIEL GREATHREEHIGHLY COMPENSATED EMPLOYE
Highest-paid employee
40$148,412$33,341
LASHUNDA BALDWINHIGHLY COMPENSATED EMPLOYE
Highest-paid employee
40$147,398$33,894
SPENCER RAGLANDCHAIRMAN
Trustee or director
1$0$0
HUGO ISOMMEMBER
Trustee or director
1$0$0
LENUS M PERKINSMEMBER
Trustee or director
1$0$0
TERESA SHUFFLEBARGERMEMBER
Trustee or director
1$0$0
PERRY SHUTTLESWORTHMEMBER
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensationOther / benefits
LISA M MCCARROLLCHIEF EXECUTIVE OFFICER
Officer
40$308,537$45,307
JULIE L REYNOLDSCHIEF OPERATING OFFICER
Officer
40$294,268$50,025
THOMAS P GERUNDOHIGHLY COMPENSATED EMPLOYEE
Highest-paid employee
40$176,641$41,848
ROBERT J MCLAUGHLINHIGHLY COMPENSATED EMPLOYEE
Highest-paid employee
40$146,519$38,640
TIM SHEARERHIGHLY COMPENSATED EMPLOYEE
Highest-paid employee
40$148,177$25,791
NATHANIEL GREATHREEHIGHLY COMPENSATED EMPLOYEE
Highest-paid employee
40$139,495$34,366
LASHUNDA D BALDWINHIGHLY COMPENSATED EMPLOYEE
Highest-paid employee
40$133,045$31,961
SPENCER RAGLANDCHAIRMAN
Trustee or director
1$0$0
HUGO ISOMMEMBER
Trustee or director
1$0$0
LENUS M PERKINSMEMBER
Trustee or director
1$0$0
TERESA SHUFFLEBARGERMEMBER
Trustee or director
1$0$0
PERRY SHUTTLESWORTHMEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
2701 1ST AVE S STE 200, BIRMINGHAM, AL 35233-2724
Principal officer (990 for 2024)
JULIE REYNOLDS, 2701 1ST AVENUE SOUTH 200, BIRMINGHAM, AL 35233
Signed the 990
JULIE REYNOLDS, CHIEF OPERATING OFFICER
Phone
(888) 466-5572
Return prepared by
PEARCE BEVILL LEESBURG MOORE PC

Mission

TO ENSURE FAIR AND EQUAL ACCESS TO HOUSING IN SAFE, HEALTHY, REVITALIZED COMMUNITIES

990 for the year ended December 31, 2024

Program accomplishments

  • LOW INCOME, MULTIFAMILY UNITS EITHER OCCUPIED OR UNDER CONSTRUCTION AND VARIOUS OTHER ANCILLARY FACILITIES SUCH AS LAUNDROMAT, RECREATION BUILDING, ETC. ALSO PROVIDE MANAGEMENT SERVICES FOR HUD IN FOUR STATES.
    Expenses $903,587,951 · grants $890,111,727 · revenue $30,940,687

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
63-0985617
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
1990
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$93,225,339
Income (IRS master file)
$919,273,953

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$919,273,953$909,261,541$93,225,339IRS
990December 2023$834,291,941$824,241,747$81,769,316XML
990December 2022$799,851,950$790,938,983$72,316,824IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 63-0985617).

Questions about NAVIGATE AFFORDABLE HOUSING PARTNERS INC

What is the EIN of NAVIGATE AFFORDABLE HOUSING PARTNERS INC?
The employer identification number (EIN) of NAVIGATE AFFORDABLE HOUSING PARTNERS INC is 63-0985617.
Is NAVIGATE AFFORDABLE HOUSING PARTNERS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to NAVIGATE AFFORDABLE HOUSING PARTNERS INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NAVIGATE AFFORDABLE HOUSING PARTNERS 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 NAVIGATE AFFORDABLE HOUSING PARTNERS 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 NAVIGATE AFFORDABLE HOUSING PARTNERS 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 NAVIGATE AFFORDABLE HOUSING PARTNERS INC?
The 990 for the year ended December 31, 2024 names JULIE REYNOLDS.
Who are the officers and directors of NAVIGATE AFFORDABLE HOUSING PARTNERS INC?
The 990 for the year ended December 31, 2024 lists 12 people; 7 received compensation from the organization, the highest $333,181 (LISA M MCCARROLL, CHIEF EXECUTIVE OFFICER).
How much revenue does NAVIGATE AFFORDABLE HOUSING PARTNERS INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $919,273,953, expenses of $909,261,541 and total assets of $93,225,339 at year end.

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