Navigate Affordable Housing Partners Inc
Navigate Affordable Housing Partners is based in Birmingham, Alabama, and is classified as a public charity. Founded in 1980, it works in affordable housing as a housing provider, government contractor, and community development agent. Its activities include owning and managing housing, supporting federal housing programs, and providing grants to organizations addressing community needs.
Key facts about Navigate Affordable Housing Partners Inc
In short: Navigate Affordable Housing Partners Inc gave $5.1M across 60 grants in 2024 (avg $85K), mostly in Alabama. Source: 2024 IRS Form 990.
- EIN
- 63-0985617
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $5,106,538
- Grants made (2024)
- 60
- Average grant
- $85,109
- Median grant
- $100,000
- Total assets
- $93,225,339
- Primary geography
- Alabama (56% of itemized 2024 grant dollars)
Data from IRS Form 990, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990 · View filing
Total Assets
$93.2M
+14.0% YoY
Annual Giving
$5.1M
+38.8% YoY
Grant Count
60
+42.9% YoY
Avg Grant Size
$85K
-2.8% YoY
How Navigate Affordable Housing Partners Inc gives
Estimate from itemized grant lists in IRS Form 990 filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The organization states its mission as “to ensure fair and equal access to housing in safe, healthy, revitalized communities.” Its stated program work includes low-income multifamily housing, related facilities, and management services for HUD in four states.
Navigate Gives Back grants support local organizations addressing housing stability, food access, utility assistance, and related needs. Examples include home repairs and rental relief, meals and fresh produce, and help with household energy costs. Grantees’ missions illustrate the range of organizations supported: Christian Service Mission says it connects resources with needs through relational partnerships; Journey Home says it works with partners to end homelessness in Connecticut’s capital region; and Blue Ridge Area Food Bank says it distributes food to people in need through a regional provider network.
Grantmaking
In the 2024 filing, Navigate reported 60 grants totaling **$5,106,538**. Individual grants ranged from **$20,000 to $250,000**, with a median of **$100,000**. The largest listed grant was $250,000 to the National Affordable Housing Management Association for scholarships and professional development. Other listed awards of $100,000 included grants for home repairs to Appalachian Community Action & Development Agency and Bessemer Redevelopment Corp; housing assistance to Catholic Charities of South Mississippi; and emergency rental relief for refugees and immigrants through the Connecticut Institute for Refugees and Immigrants. Other $100,000 grants supported food programs, including those of Blue Ridge Area Food Bank and Community Soup Bowl.
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Geographic Focus
Where this funder awards grants
Navigate Gives Back supports nonprofit partners in Alabama, Connecticut, Mississippi, and Virginia. In the 2024 filing, grant dollars were distributed by recipient state as follows: Alabama 56%, Virginia 18%, Mississippi 16%, and Connecticut 10%; Tennessee was listed at 0%.
Grant Distribution by State
Share of 2024 grant dollars across all 60 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $399K (2019) to $5.1M (2024). In 2024 it made 60 grants totaling $5.1M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was National Affordable Housing Management Association ($250K). Together the top 10 received $1.1M.
Organizations only. It also paid 1 grant to individuals ($100,000), which are not listed by name.
Grant Size Distribution
199 grants across all recorded years
The most common grant size was in the $100–250K range: 110 grants of 199 (55%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| National Affordable Housing Management Association Alexandria, VA | Scholarship donation- the national affordable housing management association is a nonprofit organization dedicated to fostering the growth and maintenance of top-tier affordable multifamily housing. The association influences legislative and regulatory policies to ensure a favorable environment for housing developments. Additionally, they provide scholarships to support the professional growth of those working in affordable housing, enabling them to thrive in the dynamic economic and political landscape. | $250,000 |
| Appalachian Community Action & Development Agency Inc Gate City, VA | Weatherization deferral home repair program - this will allow the home to receive weatherization services, when it is brought up to a standard that can be weatherized, aiding in additional energy efficiency, health and safety. If awarded funding, appcaa will braid these funds with existing funding to continue to repair/rehab homes that may need roof repair or replacement, upgraded electricity, holes in the floors repaired, or similar repairs. With the help of $100,000 appcaa would be able to provide this service to at least 5 additional homes. | $100,000 |
| Bessemer Redevelopment Corp Bessemer, AL | Renovation of two affordable housing units in bessemer - we are requesting $100,000 to carry out much-needed repairs to two existing homes located across the street from our new construction. With minimal investment, we can help these long-time bessemer residents, who are lmi, have a safe and attractive place to live while improving the appearance and desirability of the entire block. The improvements we propose focus on the homes exteriors. They include new fencing and landscaping, as well as new roofing and siding, ensuring these homes remain safe and habitable while contributing positively to the surrounding neighborhood. | $100,000 |
| Blue Ridge Area Food Bank Verona, VA | Fresh produce: building blocks for better health for all - last year, the food bank provided food to 148,200 visitors every month, on average across 12 months. Thats a 16% increase over last year's monthly average. Concerned about the health of our clients and equitable access to wholesome food, we're making sure fresh fruits and vegetables comprise an increasingly large portion of the food distributed by the food bank. In the coming year, we will acquire millions of pounds of fresh produce, with attention paid to acquiring Virginia-grown produce, and provide it free to our neighbors in need through our network of pantry and program partners. | $100,000 |
| Catholic Charities of South Mississippi Gulfport, MS | Housing assistance for working families - ccsm would provide up to one month of housing assistance to working families facing a financial hardship. Financial assistance would be provided after the client participated in case management which includes budgeting and goal setting. | $100,000 |
| Christian Service Mission Birmingham, AL | 2025 care box and food distribution program - our initiative is focused on combating food insecurity by assembling and distributing food boxes and providing food resources throughout the year. These boxes contain shelf-stable items, and for special occasions, such as holidays, they also include turkeys, chickens, or hams. This effort is driven by a network of church partners who identify recipients within their communities and manage the distribution process, ensuring that the food reaches those most in need. The funds will be utilized in the following ways: food procurement; packaging and supplies; logistics and distribution; volunteer coordination and support. | $100,000 |
| Coahoma Opportunities Inc Clarcksdale, MS | Csbg/liheap - this project aims to improve the lives of our citizens by assisting them in becoming self sufficient. Services such as utility assistance helps them achieve this goal. To provide financial assistance to eligible households in Coahoma county to pay home energy bills and other energy related services such as purchasing air conditioners, heaters, etc. | $100,000 |
| Collat Jewish Family Services Birmingham, AL | Older adult food stability program - the personal care service serves roughly 80 clients each month. These clients, who are living on fixed incomes, continue to feel the pressure of elevated food costs. Though many receive non-perishables through our senior grocery delivery initiative, the ability to purchase healthy, fresh food items such as produce, poultry, and fish is limited. The 2024 navigate gives back grant would extend clients' ability to purchase such items by providing $100 in food gift cards per month for 12 months. This food assistance would be an added benefit of the personal care program while funding is available with the goal of improving food stability and access to healthy, fresh food. | $100,000 |
| Community Action Partnership of North Alabama Inc Decatur, AL | Meals on wheels & more - our meals on wheels & more program was founded in 1972 to meet the nutritional needs of homebound individuals in our community. To qualify for our program, the recipient must be homebound (elderly and/or disabled) or driving is limited; be physically or mentally unable to prepare their own meals; live alone or have no one in the home who is willing or able to prepare well-balance meals and be referred by a doctor/home health agency/hospice or other social service agency. These funds will help with the rising cost of food and supplies to allow us to maintain the meal quality as well as frequency. | $100,000 |
| Community Care Development Network Birmingham, AL | Community food hubs and life services - the community food hub program serves between 2,600 and 3,000 families each month, providing essential food, shelter, clothing, and financial assistance. The life services program focuses on holistic support for families, offering youth and family mentoring. These programs provide emotional, developmental, and social support, empowering participants to overcome challenges and create opportunities for themselves and their families. With funding from navigate gives back, ccdn aims to expand these programs, increasing the number of families served monthly and enhancing the mentorship and support services provided to participants. | $100,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $93,225,339 | $919,273,953 | $909,261,541 | $5,106,538 |
| 2023 | $81,769,316 | $834,291,941 | $824,241,747 | $3,678,171 |
| 2022 | $72,316,824 | $799,851,950 | $790,938,983 | $3,524,340 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $93,225,339 | $81,769,316 | $72,316,824 |
| Revenue | $919,273,953 | $834,291,941 | $799,851,950 |
| Expenses | $909,261,541 | $824,241,747 | $790,938,983 |
| Net Investment Income | $3,034,331 | $2,571,650 | $458,223 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS September 2, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS October 14, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 11, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS October 10, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 7, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Spencer Ragland as chairman; Hugo Isom, Lenus M. Perkins, Teresa Shufflebarger, and Perry Shuttlesworth as members; Lisa M. McCarroll as chief executive officer; and Julie L. Reynolds as chief operating officer. It also lists Thomas P. Gerundo, Robert J. McLaughlin, and Tim Shearer as highly compensated employees.
Navigate Affordable Housing Partners Inc is led by Lisa M. McCarroll, Chief Executive Officer since 2023 (on filings since 2019); 7 of 12 officers listed in 2024 are compensated.
Officers on the 2024 filing
Lisa M. McCarroll
Chief Executive Officer
CEO → Chief Executive Officer, 2023
On filings since 2019
40 hrs/week
$268K (2019) → $333K (2024)
Spencer Ragland
Chairman
On filings since 2019
1 hr/week
No compensation reported
Julie L. Reynolds
Chief Operating Officer
COO → Chief Operating Officer, 2023
On filings since 2019
40 hrs/week
$254K (2019) → $314K (2024)
Robert J. McLaughlin
Highly Compensated Employe
Dep. Director of Contract Administrator → Highly Compensated Employee, 2023
Highly Compensated Employee → Highly Compensated Employe, 2024
On filings since 2019
40 hrs/week
$125K (2019) → $159K (2024)
Lashunda D. Baldwin
Highly Compensated Employe
Deputy COO → Highly Compensated Employee, 2023
Highly Compensated Employee → Highly Compensated Employe, 2024
On filings since 2020
40 hrs/week
$136K (2020) → $147K (2024)
Nathaniel Greathree
Highly Compensated Employe
Contract Administration Co → Highly Compensated Employee, 2023
Highly Compensated Employee → Highly Compensated Employe, 2024
On filings since 2020
40 hrs/week
$137K (2020) → $148K (2024)
Thomas P. Gerundo
Highly Compensated Employe
Contract Administration Co → Highly Compensated Employee, 2023
Highly Compensated Employee → Highly Compensated Employe, 2024
On filings since 2020
40 hrs/week
$150K (2020) → $189K (2024)
Tim Shearer
Highly Compensated Employe
Contract Administration Co → Highly Compensated Employee, 2023
Highly Compensated Employee → Highly Compensated Employe, 2024
On filings since 2020
40 hrs/week
$146K (2020) → $157K (2024)
Hugo Isom
Member
Director → Member, 2023
On filings since 2019
1 hr/week
No compensation reported
Lenus M. Perkins
Member
Director → Member, 2023
On filings since 2019
1 hr/week
No compensation reported
Perry Shuttlesworth
Member
Director → Member, 2023
On filings since 2019
1 hr/week
No compensation reported
Teresa Shufflebarger
Member
Director → Member, 2023
On filings since 2022
1 hr/week
No compensation reported
Former officers (7)
- Former: Vernell Johnson (2019–2022) — Director of Asset Management
- Former: Cameron Gaede (2019–2021) — Vice Chairman
- Former: Dale Marcus (2019–2020) — Hr Director
- Former: Eric Q Strong (2019–2020) — Special Consultant
- Former: Bobby J Herrington (2019) — It Manager
- Former: Darron D Mitchell (2019) — Lead Contract Management Specialist
- Former: LaShunda Cameron (2019) — Deputy COO
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $333K, to Lisa M McCarroll (Chief Executive Officer). 7 officers or directors reported compensation on that filing.
Contact
Mailing address: 2701 1St Avenue South 200, Birmingham, AL 35233
Phone: (888) 466-5572
Website: https://navigatehousing.com
Frequently asked questions about Navigate Affordable Housing Partners Inc
How much does Navigate Affordable Housing Partners Inc give each year?
Navigate Affordable Housing Partners Inc gave $5.1M across 60 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $3.7M across 42 grants.
What is Navigate Affordable Housing Partners Inc's typical grant size?
Navigate Affordable Housing Partners Inc's median grant in 2024 was $100,000, and its average grant was $85,109, across 60 grants on its 2024 IRS Form 990.
Where does Navigate Affordable Housing Partners Inc give grants?
Navigate Affordable Housing Partners Inc gives mostly in Alabama: 56% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest states were Virginia (18%) and Mississippi (16%). The most frequent recipient cities were Birmingham, AL (17 grants), Jackson, MS (5 grants), Bessemer, AL (2 grants) and Winchester, VA (2 grants).
Does Navigate Affordable Housing Partners Inc give general operating support?
Occasionally: 3% of Navigate Affordable Housing Partners Inc's 2024 grants with a stated purpose (2 of 60) were for general or operating support, per its 2024 IRS Form 990.
Who are Navigate Affordable Housing Partners Inc's largest grantees?
Navigate Affordable Housing Partners Inc's largest 2024 grantees include National Affordable Housing Management Association ($250,000), Appalachian Community Action & Development Agency Inc ($100,000) and Bessemer Redevelopment Corp ($100,000), according to its 2024 IRS Form 990. It also paid 1 grant to individuals ($100,000), which are not listed by name. Together they received 9% of its itemized 2024 grant dollars.
How large is Navigate Affordable Housing Partners Inc?
Navigate Affordable Housing Partners Inc reported $93.2M in total assets on its 2024 IRS Form 990. Its revenue that year was $919.3M.
What does Navigate Affordable Housing Partners Inc fund?
The organization states its mission as “to ensure fair and equal access to housing in safe, healthy, revitalized communities.” Its stated program work includes low-income multifamily housing, related facilities, and management services for HUD in four states. See mission & focus areas ↑
How do I apply for a grant from Navigate Affordable Housing Partners Inc?
Navigate Affordable Housing Partners Inc has no public application process in the sources Grantable reviewed. Check navigatehousing.com for current guidelines, or contact the foundation directly before submitting a request.
What is Navigate Affordable Housing Partners Inc's EIN?
Navigate Affordable Housing Partners Inc's EIN (Employer Identification Number) is 63-0985617. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
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