2025-11-13T21:02:04-06:00 2024-12-31 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2024-01-01 205934277 PHOENIX HOPE VI DEVELOPMENT CORP C/O MCCORMACK BARON SALAZAR PHOE 3146213400 100 N BROADWAY 100 ST LOUIS MO 63102 LOUIS J BERNARDY PRESIDENT 3146213400 2025-11-12 1 1 KIMBERLY A RYAN P00829977 3142903300 2024 2025-03-06 01:10:19Z LOUIS J BERNARDY 100 N BROADWAY 100 ST LOUIS MO 63102 0 0 X N/A X 2005 AZ TO PROMOTE LOW-INCOME, VERY LOW-INCOME, AND AFFORDABLE HOUSING IN PHOENIX, ARIZONA IN CONNECTION WITH THE HOPE VI PUBLIC HOUSING REDEVELOPMENT PROGRAM. 3 3 0 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2855 108 2855 108 -2855 -108 4064672 4064672 22076 22184 4042596 4042488 TO PROMOTE LOW-INCOME, VERY LOW-INCOME, AND AFFORDABLE HOUSING IN PHOENIX, ARIZONA IN CONNECTION WITH THE HOPE VI PUBLIC HOUSING REDEVELOPMENT PROGRAM. 0 0 0 TO PROMOTE LOW-INCOME, VERY LOW-INCOME, AND AFFORDABLE HOUSING IN PHOENIX, ARIZONA IN CONNECTION WITH THE HOPE VI PUBLIC HOUSING REDEVELOPMENT PROGRAM. 1 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X LOUIS J BERNARDY 3146213400 100 N BROADWAY SUITE 100 ST LOUIS MO 63102 X LOUIS J BERNARDY PRESIDENT 1.00 X X 0 0 0 GEORGE DEAN SECRETARY 1.00 X X 0 0 0 RICHARD NAIMARK TREASURER 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 108 108 108 0 108 0 4064672 4064672 4064672 4064672 2750 0 19326 22184 22076 22184 X 0 0 0 0 4042596 4042488 4042596 4042488 4064672 4064672 -108 0 X 0 0 0 X X 1 CITY OF PHOENIX 331054278 6 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART I, LINE 12G, COLUMN IV: THE CITY OF PHOENIX IS NOT SPECIFICALLY LISTED AS A SUPPORTED ORGANIZATION IN THE GOVERNING DOCUMENTS OF PHOENIX HOPE VI. HOWEVER, THE ORGANIZATION HAS A HISTORIC AND CONTINUING RELATIONSHIP WITH THE CITY OF PHOENIX, AZ. THE ORGANIZATION HAS SUPPORTED THE CITY OF PHOENIX AS ITS SOLE ACTIVITY SINCE INCEPTION. THE ACTIVITY OF THE ORGANIZATION HAS NOT CHANGED. THE ORGANIZATION ALSO SPECIFICALLY MENTIONS THE CITY AND THE SPECIFIC PROJECT THAT IT WORKS WITH IN ITS BYLAWS AND MISSION STATEMENT. PART IV, SECTION A, LINE 1: PHOENIX HOPE VI HAS A HISTORIC AND CONTINUING RELATIONSHIP WITH THE CITY OF PHOENIX, AZ. THE ORGANIZATION HAS SUPPORTED THE CITY OF PHOENIX AS ITS SOLE ACTIVITY SINCE INCEPTION. THE ACTIVITY OF THE ORGANIZATION HAS NOT CHANGED. THE ORGANIZATION ALSO SPECIFICALLY MENTIONS THE CITY AND THE SPECIFIC PROJECT THAT IT WORKS WITH IN ITS MISSION STATEMENT. PART IV, SECTION B, LINE 1: THE CITY OF PHOENIX HAS THE RIGHT TO ELECT 1 OF THE 3 OFFICERS OF THE ORGANIZATION. IT USES THIS POSITION TO CLOSELY SUPERVISE THE ACTIVITIES OF THE ORGANIZATION. 0 LOAN TO MH III, LP 3088411 C LOAN TO MH IV, LP 976261 C 4064672 ADVANCES - MBS 22184 22184 FORM 990, PART VI, SECTION A, LINE 1A RELATED PARTY EXPLANATION - THIS ENTITY HAS THREE BOARD MEMBERS, ACCORDING TO THE BYLAWS OF THE ORGANIZATION, THE PRESIDENT OF THE BOARD MUST ALWAYS BE AN EMPLOYEE OF MCCORMACK BARON SALAZAR, INC. PLUS, ANOTHER BOARD MEMBER MUST ALWAYS BE AN EMPLOYEE OF THE CITY OF PHOENIX. CURRENTLY, THE THIRD MEMBER OF THE BOARD IS UNRELATED TO EITHER OF THESE ENTITIES. THERE IS NO REQUIREMENT TO COMPLETE SCHEDULE L OR SCHEDULE R BECAUSE THERE IS LESS THAN A 35% RELATIONSHIP WITH ALL ENTITIES WITH WHICH BUSINESS TRANSACTIONS WERE COMPLETED. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. THE PRESIDENT REVIEWS THE FORM 990 BEFORE SIGNING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12 PHOENIX HOPE VI DEVELOPMENT CORPORATION WAS FORMED TO RECEIVE CONTRIBUTIONS AND MAKE LOANS TO LOW INCOME HOUSING PROJECTS. CONTRIBUTIONS ARE LARGE, INFREQUENT AND ARE DIRECTED BY THE DONOR DIRECTLY TO THE HOUSING PROJECT SO THE CASH IS NOT PROCESSED BY THE ORGANIZATION. IN ADDITION, THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES. DUE TO THIS SITUATION, PHOENIX HOPE VI HAS DECIDED THAT MANY GOVERNANCE POLICIES, INCLUDING CONFLICT OF INTEREST, WHISTLE BLOWER, DOCUMENT RETENTION, AND COMPENSATION POLICIES ARE NOT NEEDED AT THIS TIME. IN THE FUTURE, IF CASH DONATIONS ARE RECEIVED BY THE ORGANIZATION, PAID EMPLOYEES ARE HIRED, ETC. THE BOARD WILL RE-EVALUATE THE SITUATION AND INSTITUTE SUCH POLICIES IF DEEMED NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 ARTICLES OF INCORPORATION AND BYLAWS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G TAXES - LICENSES - FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 108. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 108.