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Navigate Affordable Housing Partners

BIRMINGHAM, AL EIN: 63-0985617 Website

Navigate Affordable Housing Partners is a 501(c)(3) nonprofit organization headquartered in Birmingham, Alabama, founded in 1980. The organization operates as a thought leader in affordable housing and public housing, functioning as a Section 8 Performance Based Contract Administrator for HUD and providing affordable housing consulting services to Public Housing Authorities. Navigate owns and manages housing, serves as a government contractor, and advances community development initiatives focused on revitalizing communities and expanding housing options.

Financial Overview

From 2024 IRS Form 990-PF · 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

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

Mission: We invest in communities, provide quality housing options, and offer services to benefit the entire housing industry.

Vision: To be an instrument of change by revitalizing communities, empowering people, and expanding housing options for all.

Core Values: Quality, Service, Respect, Innovation, and Accountability.

The organization's primary program areas include:

  • Low-income multifamily housing units (occupied or under construction)
  • Ancillary facilities such as laundromats and recreation buildings
  • Management services for HUD across four states
  • Community development and housing stability initiatives
  • Utility assistance and food security programs
  • Community revitalization efforts

Grantmaking

Navigate Affordable Housing Partners distributes significant grant funding to nonprofit organizations. Recent grantmaking activity includes:

Grant Range

** Typical awards range from $5,540 to $250,000.

Review Cycle

** Nearly $5 million awarded to nonprofit organizations across Alabama, Connecticut, Mississippi, and Virginia, with focus on programs promoting housing stability, utility assistance, food security, and community revitalization.

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Geographic Focus

Where this funder awards grants

Navigate Affordable Housing Partners provides grantmaking and services across:

  • Alabama (primary focus)
  • Virginia
  • Mississippi
  • Connecticut

Grant Distribution by State

5states

Cities

AlexandriaAthensBessemerBessemverBig IslandBirminghamBridgeportCharlottesvileCharlottesvilleChesapeakeClarcksdaleCullmanDanburyDecaturEastabogaFairfieldFlorenceGate CityGulfportHartford

Financial History

Multi-year comparison from IRS filings

Most Recent Filing (2024):

  • Total Assets: $93.2 million
  • Annual Revenue: $919.3 million
  • Total Giving: $890.1 million
  • Total Expenses: $909.3 million
  • Net Income: $919.3 million

Organizational Health:

  • Efficiency Score: 25/25
  • Surplus Score: 15/25
  • Maturity Score: 25/25
  • Size Score: 25/25
  • Overall Health Score: 90/100

Staffing:

  • 71 employees (2024)
  • 15 employees earning over $100,000
  • Officer and Director Compensation: $785,000
  • Reportable Compensation: $1.3 million
  • Compensation as percentage of expenses: 0.1%
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$253M$506M$758M$1.0B20202021202220232024
Metric202420232022
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
Qualifying Distributions
Net Investment Income$3,034,331$2,571,650$458,223
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$3M$4M$5M0 grants20200 grants202140 grants202242 grants202360 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

APPALACHIAN COMMUNITY AC…$100KBESSEMER REDEVELOPMENT C…$100KBLUE RIDGE AREA FOOD BANK$100KCATHOLIC CHARITIES OF SO…$100KCHRISTIAN SERVICE MISSION$100KCOAHOMA OPPORTUNITIES INC$100KCOLLAT JEWISH FAMILY SER…$100KCOMMUNITY ACTION PARTNER…$100KCOMMUNITY CARE DEVELOPME…$100KCOMMUNITY SOUP BOWL INC$100K

Grant Size Distribution

132 grants across all recorded years

15<$50K26$50–100K90$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • Lisa McCarroll — Chief Executive Officer
  • Eric Strong — Chief Executive Officer
  • Julie Reynolds — Chief Operating Officer
  • Lashunda Baldwin — Deputy Chief Operating Officer
  • Rob McLaughlin — Director of Quality Control

Compensation Overview

From 2024 IRS filing

LISA M MCCARROLLCHIEF EXECUTIVE OFFICER$333KJULIE L REYNOLDSCHIEF OPERATING OFFICER$314KTHOMAS P GERUNDOHIGHLY COMPENSATED EMPLOYE$189KROBERT J MCLAUGHLINHIGHLY COMPENSATED EMPLOYE$159KTIM SHEARERHIGHLY COMPENSATED EMPLOYE$157KNATHANIEL GREATHREEHIGHLY COMPENSATED EMPLOYE$148KLASHUNDA BALDWINHIGHLY COMPENSATED EMPLOYE$147K

From 2024 filing

NameTitleHoursCompensation
SPENCER RAGLANDCHAIRMAN1
HUGO ISOMMEMBER1
LENUS M PERKINSMEMBER1
TERESA SHUFFLEBARGERMEMBER1
PERRY SHUTTLESWORTHMEMBER1
LISA M MCCARROLLCHIEF EXECUTIVE OFFICER40$333,181
JULIE L REYNOLDSCHIEF OPERATING OFFICER40$313,898
THOMAS P GERUNDOHIGHLY COMPENSATED EMPLOYE40$188,856
ROBERT J MCLAUGHLINHIGHLY COMPENSATED EMPLOYE40$159,165
TIM SHEARERHIGHLY COMPENSATED EMPLOYE40$157,273
LASHUNDA BALDWINHIGHLY COMPENSATED EMPLOYE40$147,398
NATHANIEL GREATHREEHIGHLY COMPENSATED EMPLOYE40$148,412

Recent News & Activity

Recent developments and announcements

2025

Navigate Affordable Housing Partners announced its 2025 "Navigate Gives Back" grant program, awarding nearly $5 million to nonprofit organizations across four states. The organization expanded its investments in organizations addressing housing stability, utility assistance, food security, and community revitalization needs.

navigate affordable housing partners News and Press Releases
2024

In 2024, the organization distributed more than $2.9 million to Alabama nonprofits as part of its social services initiative, with 21 Birmingham-based organizations receiving approximately $1.5 million in total funding.

Navigate Announces $3.7 Million in Grants to Support Families in Need
2025

The organization celebrates 45 years of service in 2025, marking its continued commitment to affordable housing and community development since its founding in 1980.

navigate affordable housing partners News and Press Releases

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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