2024-02-15T16:11:40-06:00 2022-12-31 221478099 COHNREZNICK LLP 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990 2022-01-01 273563200 BARTLETT PLACE LAND INC BART 6174273599 PO BOX 190939 ROXBURY MA 02119 N PAUL TONTHAT PRESIDENT 6174273599 2024-02-15 1 N PAUL TONTHAT 999009999 0 JOLANTA TUCK CPA P01340068 7813803520 2024-02-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z N PAUL TONTHAT PO BOX 190939 ROXBURY MA 02119 2376826 0 X N/A X 2010 MA TO DEVELOP MIXED-USE PROJECTS COMBINING AFFORDABLE MIXED-INCOME RENTAL AND FOR-SALE HOUSING,COMMERCIAL RENTAL SPACE, AND PUBLIC OPEN SPACE USES. 12 12 0 0 0 0 73092 147048 946779 963366 -676417 831472 14294 434940 357748 2376826 0 0 0 0 0 0 0 0 0 1603041 1821616 1603041 1821616 -1245293 555210 22793078 22973953 23184812 22852507 -391734 121446 TO DEVELOP MIXED-USE PROJECTS COMBINING AFFORDABLE MIXED-INCOME RENTALAND FOR-SALE HOUSING, COMMERCIAL RENTAL SPACE, AND PUBLIC OPEN SPACEUSES. 0 0 1626982 1398306 BARTLETT HAS BEEN AWARDED A VARIETY OF FUNDING SOURCES TO BEGINDEVELOPMENT OF TWO PARCELS.THE FIRST MID-RISE BUILDING AT BARTLETT PLACE IS IN CONSTRUCTION ANDWILL CREATE 50 NEW PERMANENT JOBS FOR LOCAL WORKERS AT AN INDEPENDENT,LOCALLY-OWNED GROCERY STORE FEATURING FRESH, HEALTHY, LOCAL FOODS. 1626982 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X N PAUL TONTHAT 6179891223 PO BOX 190939 ROXBURY MA 02119 X DONNA M CRAMER BOARD PRESIDENT 1.00 1.50 X X 0 0 0 MARILYN SANCHEZ BOARD VICE PRESIDENT 1.00 1.50 X X 0 0 0 KELVIN JUARBE BOARD TREASURER 1.00 1.50 X X 0 0 0 ALFONSO SIRA BOARD SECRETARY 1.00 1.50 X X 0 0 0 THOMAS BLOCH BOARD DIRECTOR 1.00 1.50 X 0 0 0 REGINALD BROWN BOARD DIRECTOR 1.00 1.50 X 0 0 0 WILLIAM ELSBREE BOARD DIRECTOR 1.00 1.50 X 0 0 0 JOSEPH PANCHAMSINGH BOARD DIRECTOR 1.00 1.50 X 0 0 0 SCOTT POLLACK BOARD DIRECTOR 1.00 1.50 X 0 0 0 CHARISSA REED BOARD DIRECTOR 1.00 1.50 X 0 0 0 JOEL SKLAR BOARD DIRECTOR 1.00 1.50 X 0 0 0 REV FRANCISCO A TOLENTINO BOARD DIRECTOR 1.00 1.50 X 0 0 0 0 0 0 0 0 0 0 0 147048 147048 RENTAL INCOME 531110 963366 963366 963366 276 276 831196 0 831196 831196 831196 LOAN LOSS PROVISION 900099 419340 419340 BAD DEBT RECOVERY 900099 8311 8311 7289 7289 434940 2376826 1398306 0 831472 91063 91063 483 483 28500 28500 119271 60429 58842 15746 15746 950765 950765 496807 496807 695 695 118286 118286 1821616 1626982 194634 0 357692 394527 150864 75646 162932 483024 478323 524765 18335388 1695542 16833597 16639846 4809670 4856145 22793078 22973953 1509051 1146537 73085 76235 18455052 17237203 3147624 4392532 23184812 22852507 X -391734 121446 -391734 121446 22793078 22973953 555210 -42030 0 X 0 1 X 1 0 X X 1 NUESTRA CDC 042741543 7 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 604808 604808 16737945 1443120 15294825 837109 146493 690616 155526 105929 49597 16639846 PROJECT UNDER DEVELOPMENT 2800360 RESTRICTED CASH 147529 DUE FROM RELATED PARTY 1908256 4856145 DUE TO RELATED PARTY 3921077 DEVELOPER FEE PAYABLE 471455 4392532 X PART IV, LINE 2B: THE ORGANIZATION COLLECTS A SECURITY DEPOSIT FROM EACH TENANT. THE TOTAL SECURITY DEPOSIT LIABILITY AT DECEMBER 31, 2022 WAS $76,235. PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE AGENCY AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, THE AGENCY'S INFORMATION OR TAX RETURNS REMAIN OPEN FOR POSSIBLE FEDERAL INCOME TAX EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. WHILE NO INFORMATION OR TAX RETURNS ARE CURRENTLY BEING EXAMINED, TAX YEARS SINCE 2019 REMAIN OPEN. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS AN AGREEMENT WITH WINN MANAGEMENT COMPANY TO CARRY ON THE DAY-TO-DAY OPERATIONS OF THE REAL ESTATE PROPERTIES. WINN RECEIVED FEES RANGING FROM 4.84% TO 7% OF TOTAL RESIDENTIAL COLLECTIONS, AS DEFINED IN THE AGREEMENT. THE AGENCY PAID MANAGEMENT FEES TOTALING $91,063 FOR THE YEAR ENDED DECEMBER 31, 2022. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT WAS FILED. IT WAS REVIEWED BY THE PRESIDENT AND THE TREASURER WHO ENSURED THE ACCURACY BY COMPARING THE FORM 990 TO THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICT. THE BOARD OF DIRECTORS REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY AS EACH DIRECTOR IS REQUIRED TO FILL OUT A FORM ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 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