Nonprofit · EIN 93-0814473
NORTHWEST HOUSING ALTERNATIVES INC
Tax-exempt · MILWAUKIE, OR 97222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $21,378,716 | $21,539,673 | -$160,957 | $86,103,744 | $48,002,215 | $38,101,529 |
| December 31, 2023 | 990 | $18,227,747 | $18,129,620 | $98,127 | $74,640,963 | $36,380,273 | $38,260,690 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,999,794
- of which government grants
- $3,082,779
- Program service revenue
- $11,900,641
- Investment income
- $1,418,777
- Net gain from sales of assets
- -$21,773
- Net income from fundraising events
- -$8,874
- Other revenue
- $59,504
Expenses
- Grants and similar amounts paid
- $1,229,348
- Compensation of officers, directors and key employees
- $586,940
- Other salaries and wages
- $4,170,626
- Salaries, compensation and benefits (total)
- $5,794,650
- Professional fundraising fees
- $0
- Legal fees
- $13
- Accounting fees
- $114,384
- Occupancy
- $50,854
- Travel
- $37,015
- Depreciation
- $2,606,289
- Program services (functional)
- $19,473,495
- Management and general (functional)
- $1,512,402
- Fundraising (functional)
- $553,776
Balance sheet and other
- Total assets, start of year
- $74,640,963
- Total assets, end of year
- $86,103,744
- Total liabilities, end of year
- $48,002,215
- Net assets, end of year
- $38,101,529
- Land, buildings and equipment
- $51,666,746
- Publicly traded securities
- $2,414,554
- Net assets without donor restrictions
- $37,220,164
- Net assets with donor restrictions
- $881,365
- Gross receipts
- $21,459,295
- Employees
- 55
- Volunteers
- 102
- Year formed
- 1982
- State of legal domicile
- OR
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 | Other / benefits |
|---|---|---|---|---|
| TRELL ANDERSON | EXECUTIVE DI Officer | 40 | $179,832 | $22,860 |
| DESTIN FERDUN | REAL ESTATE Highest-paid employee | 40 | $172,660 | $22,729 |
| RAY HACKWORTH | COO/ASSET MG Key employee | 40 | $175,537 | $17,119 |
| LINDSAY HALLBERG | CHIEF FINANC Officer | 40 | $170,099 | $19,310 |
| KRISTIN BARBER | DIR OF PHILA Highest-paid employee | 40 | $141,067 | $37,245 |
| NATALIE THOMPSON | DIR OF PROGR Highest-paid employee | 40 | $161,476 | $8,429 |
| MARY BRADSHAW | SNR HOUSING Highest-paid employee | 40 | $142,119 | $14,319 |
| ZACHARY SCHROEDER | ASSET MANAGM Highest-paid employee | 40 | $140,320 | $9,120 |
| STEVEN PHAN | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| KELSEY HEILMAN | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| JAKE KIRSCH | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| BARBARA SMITH | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ROSETA AKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MELISSA MEADOWS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VITORIA RAE | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRELL ANDERSON | EXECUTIVE DI Officer | 40 | $189,658 | $22,060 |
| DESTIN FERDUN | REAL ESTATE Highest-paid employee | 40 | $166,828 | $20,937 |
| RAY HACKWORTH | COO/ASSET MG Key employee | 40 | $171,482 | $13,595 |
| LINDSAY HALLBERG | CHIEF FINANC Officer | 40 | $156,016 | $16,865 |
| KRISTIN BARBER | DIR OF PHILA Highest-paid employee | 40 | $136,414 | $34,989 |
| NATALIE THOMPSON | DIR OF PROGR Highest-paid employee | 40 | $155,632 | $8,025 |
| MARY BRADSHAW | SNR HOUSING Highest-paid employee | 40 | $137,273 | $12,960 |
| JAMES BAKER LYON | SNR HOUSING Highest-paid employee | 40 | $136,169 | $9,924 |
| STEVEN PHAN | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| KELSEY HEILMAN | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| JAKE KIRSCH | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| BARBARA SMITH | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ROSETA AKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARILYN COHEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MELISSA MEADOWS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VITORIA RAE | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2316 SE WILLARD ST, MILWAUKIE, OR 97222-7740
- Principal officer (990 for 2024)
- TRELL ANDERSON, 2316 SE WILLARD ST, MILWAUKIE, OR 97222
- Signed the 990
- TRELL ANDERSON, EXECUTIVE DIRECTOR
- Phone
- (503) 654-1007
- Website
- WWW.NWHOUSING.ORG
- Return prepared by
- LOVERIDGE HUNT & CO CPA'S
Mission
NORTHWEST HOUSING ALTERNATIVES (NHA)S MISSION IS TO CREATE OPPORTUNITY THROUGH HOUSING. NHA DEVELOPS, BUILDS, AND MANAGES AFFORDABLE RENTAL HOUSING FOR FAMILIES, SENIORS, AND PEOPLE WITH DISABILITIES ACROSS OREGON. THESE HOMES HELP FAMILIES LIVE HEALTHY AND STABLE LIVES, ALLOW OLDER ADULTS TO AGE IN PLACE, AND GIVE PEOPLE WITH SPECIAL NEEDS A DIGNIFIED RESIDENCE. NHA IS ALWAYS WORKING TO ENHANCE OUR PORTFOLIOS SUSTAINABILITY AND WORKS CLOSELY WITH LOCAL PARTNERS TO DRIVE INNOVATIONS IN OUR FIELD. ALONG WITH PROVIDING AFFORDABLE HOUSING, NHA PROVIDES SERVICES THAT CONNECT RESIDENTS TO CRITICAL HEALTH AND COMMUNITY RESOURCES, WORK TO PREVENT HOMELESSNESS BEFORE IT BEGINS, AND OFFER EMERGENCY SHELTER AND SERVICES FOR FAMILIES EXPERIENCING HOMELESSNESS.
Program accomplishments
- CONSOLIDATED HOUSING SUBSIDIARIES - NHA CREATES AND MAINTAINS ATTRACTIVE, AFFORDABLE, AND FINANCIALLY HEALTHY RENTAL HOUSING. THIS SECTION SUMMARIZES THE OPERATIONS OF THE CONSOLIDATED ENTITIES INCLUDING THREE LIHPRHA PROJECTS, EIGHT FORMER LIHTC PROPERTIES, AND FIVE ENTITIES FORMED TO HOLD OR DEVELOP NEW PROJECTS.Expenses $7,819,891 · revenue $6,359,853
- PROPERTY DEVELOPMENT NHA IS A LEADING DEVELOPER OF AFFORDABLE RENTAL COMMUNITIES AND COMMUNITY FACILITIES THROUGHOUT OREGON. NHA COMBINES FEDERAL, STATE, AND LOCAL GOVERNMENT PROGRAMS WITH FINANCING FROM BANKS, PRIVATE INVESTORS, AND CHARITABLE FOUNDATIONS IN ORDER TO DEVELOP AND PRESERVE AFFORDABLE HOUSING. DURING 2024, NHA COMPLETED CONSTRUCTION ON 65 NEW APARTMENT HOMES. AS OF DECEMBER 31,2024, NHA HAD 92 NEW APARTMENT HOMES UNDER CONSTRUCTION.Expenses $1,665,380 · revenue $3,185,634
- HOMELESS INTERVENTION SERVICES - THIS DEPARTMENT INCLUDES ANNIE ROSS HOUSING SERVICES AND PATHWAYS. ANNIE ROSS HOUSING SERVICES (ARHS) - ARHS PROVIDES HOUSING NAVIGATION, BARRIERS REMOVAL, RENTAL ASSISTANCE, ONGOING CASE MANAGEMENT, AND SHELTER SERVICES TO CLACKAMAS COUNTY FAMILIES WHO ARE EXPERIENCING HOMELESSNESS OR AT RISK OF HOMELESSNESS. DURING 2024, ARHS PROVIDED PROGRAMMING TO 85 FAMILIES. PATHWAYS - PATHWAYS IS A STATE-SUPPORTED RENTAL ASSISTANCE PROGRAM THAT PROVIDES CASE MANAGEMENT AND HOUSING SUPPORT FOR INDIVIDUALS LIVING WITH SEVERE AND PERSISTENT MENTAL ILLNESS (SPMI) WHO ARE AT RISK OF OR CURRENTLY EXPERIENCING HOMELESSNESS. THE PATHWAYS PROGRAM SUPPORTS A CASELOAD OF 30 HOUSEHOLDS AT ANY GIVEN TIME. PATHWAYS HAS A STAFF OF 2.0 FTE AND A CONTRACTED PEER SUPPORT POSITION THROUGH MENTAL HEALTH ASSOCIATION OF OREGON (MHAOO). DURING 2024, PATHWAYS PROVIDED PROGRAMMING TO 33 HOUSEHOLDS.Expenses $2,804,003 · grants $1,187,939
- RESIDENT SERVICES - NHA LINKS RESIDENTS OF MULTI-FAMILY AND SENIOR PROPERTIES ACROSS THE STATE TO SERVICES THAT KEEP THEM STABLE IN THEIR HOUSING AND CONNECTED TO THEIR COMMUNITY. CORE SERVICES INCLUDE EVICTION PREVENTION, INFORMATION AND REFERRAL, AND ONSITE PROGRAMMING TARGETED TO A SPECIFIC BUILDING'S POPULATION. DURING 2024, RESIDENT SERVICES RESPONDED TO 2,828 REQUESTS FOR SERVICES, AND COORDINATED 697 ONSITE EVENTS FOR NHA RESIDENTS. 93% OF RESIDENTS MAINTAINED OR IMPROVED THEIR HOUSING STABILITY AS A RESULT OF RESIDENT SERVICES INTERVENTIONS. ADDITIONALLY, THE DEPARTMENT CONTINUED AN INDIVIDUAL DEVELOPMENT ACCOUNT (IDA) PROGRAM IN PARTNERSHIP WITH CASA OF OREGON. THIS PROGRAM PROVIDES NHA RESIDENTS WITH A MATCHED SAVINGS ACCOUNT THAT CAN THEN BE USED TO FUND POST-SECONDARY EDUCATION, PURCHASE OF THEIR FIRST HOME, START OF A RETIREMENT SAVINGS ACCOUNT, OR PURCHASE OF A VEHICLE. GROUP HOMES - NHA OWNS AND MANAGES 53 GROUP HOMES WITH A TOTAL OF 238 UNITS ACROSS OREGON. THE GROUP HOMES SERVE INDIVIDUALS LIVING WITH DEVELOPMENTAL DISABILITIES, CHRONIC MENTAL ILLNESS, AND INDIVIDUALS IN RECOVERY. THE HOMES ARE LEASED TO LICENSED CARE PROVIDERS. ASSET MANAGEMENT - NHA PROVIDES ASSET AND PARTNERSHIP MANAGEMENT TO 51 MULTIFAMILY PROPERTIES TOTALING 2,616 UNITS. THE FUNDING AND REGULATORY REQUIREMENTS FOR THESE PROPERTIES INCLUDE LIHTC, HUD 202 & 811, HOME, CDBG, OREGON HOUSING TRUST FUND, AND OTHER SOURCES. THESE PROPERTIES PROVIDE AFFORDABLE HOUSING FOR THE COMMUNITY AND SOME PROPERTIES PROVIDE SPECIALIZED HOUSING FOR INDIVIDUALS WITH CHRONIC MENTAL ILLNESS OR IN RECOVERY FROM ADDICTIONS. OUR ASSET MANAGEMENT INSURES THE FINANCIAL VIABILITY, PHYSICAL LONGEVITY, AND RISK MANAGEMENT OF OUR MULTI-FAMILY ASSETS. ADVOCACY AND PUBLIC POLICY - NHA SEEKS TO ADVANCE THE IMPORTANCE OF AFFORDABLE HOUSING IN THE PUBLIC POLICY SPHERE AND WORKS TO PROMOTE ANTI- RACISM ACROSS ALL ASPECTS OF OUR WORK.Expenses $7,184,221 · grants $41,409 · revenue $2,355,154
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
- 93-0814473
- 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
- 1985
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L210)
- Assets (IRS master file)
- $86,103,744
- Income (IRS master file)
- $21,459,295
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $21,378,716 | $21,539,673 | $86,103,744 | XML |
| 990 | December 2023 | $18,227,747 | $18,129,620 | $74,640,963 | XML |
| 990 | December 2022 | $20,826,539 | $17,749,394 | $68,833,899 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 93-0814473).
Questions about NORTHWEST HOUSING ALTERNATIVES INC
- What is the EIN of NORTHWEST HOUSING ALTERNATIVES INC?
- The employer identification number (EIN) of NORTHWEST HOUSING ALTERNATIVES INC is 93-0814473.
- Is NORTHWEST HOUSING ALTERNATIVES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to NORTHWEST HOUSING ALTERNATIVES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTHWEST HOUSING ALTERNATIVES 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 NORTHWEST HOUSING ALTERNATIVES 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 NORTHWEST HOUSING ALTERNATIVES 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 NORTHWEST HOUSING ALTERNATIVES INC?
- The 990 for the year ended December 31, 2024 names TRELL ANDERSON.
- Who are the officers and directors of NORTHWEST HOUSING ALTERNATIVES INC?
- The 990 for the year ended December 31, 2024 lists 15 people; 8 received compensation from the organization, the highest $179,832 (TRELL ANDERSON, EXECUTIVE DI).
- How much revenue does NORTHWEST HOUSING ALTERNATIVES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $21,378,716, expenses of $21,539,673 and total assets of $86,103,744 at year end.
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