2024-11-15T16:43:37-06:00 2023-12-31 221478099 COHNREZNICK LLP 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990 2023-01-01 046138418 CITIZENS' HOUSING AND PLANNING ASSOCIATION INC CITI 6177420820 ONE BEACON STREET 5TH FLOOR BOSTON MA 02108 KAREN WIENER CHIEF OPERATING OFFICER 6177420820 2024-11-15 1 1 LORI ROTHE YOKOBOSKY CPA P01273422 7813803520 2024-11-15 2023 2024-10-15 13:58:12Z RACHEL HELLER ONE BEACON STREET 5TH FLOOR BOSTON MA 02108 4445009 0 X WWW.CHAPA.ORG X 1966 MA THE ORGANIZATION'S MISSION IS EDUCATION & TRAINING IN PROGRAMS FOR HOUSING AFFORDABILITY. 19 19 22 500 0 0 2990525 2371788 631260 925082 138687 108579 15540 15700 3776012 3421149 0 0 0 0 1909888 2114410 0 0 190736 2564633 1634501 4474521 3748911 -698509 -327762 6096288 5465772 1897478 1277834 4198810 4187938 X THE ORGANIZATION'S MISSION IS EDUCATION & TRAINING IN PROGRAMS FOR HOUSING AFFORDABILITY. 0 0 925082 HOUSING NAVIGATOR - CHAPA SERVES AS THE FISCAL SPONSOR FOR HOUSING NAVIGATOR (HN). HN OFFERS TOOLS AND INFORMATION ABOUT AFFORDABLE RENTAL HOUSING FOR ANYONE THROUGHOUT MASSACHUSETTS. 1421557 HOUSING COUNSELING AND EDUCATION PROGRAMS - CHAPA MANAGES SEVERAL PROGRAMS TO INCREASE HOMEOWNERSHIP OPPORTUNITIES FOR LOW INCOME HOUSEHOLDS. THESE INCLUDE: A HOMEOWNERSHIP COUNSELING GRANT PROGRAM UNDER A CONTRACT WITH THE U.S. DEPARTMENT OF HOUSING URBAN DEVELOPMENT (HUD) AND THE MASSACHUSETTS HOMEOWNERSHIP COLLABORATIVE, WHICH PROVIDES TECHNICAL ASSISTANCE AND TRAINING TO HOME BUYER COUNSELING AGENCIES. 834375 RESEARCH ADVOCACY AND COALITION BUILDING - CHAPA WORKS TO INCREASE RESOURCES AND PROGRAMS FOR AFFORDABLE HOUSING ON THE STATE AND FEDERAL LEVELS. THE ORGANIZATION WORKS COLLABORATIVELY WITH DIVERSE GROUPS OF INDIVIDUALS CONCERNED WITH HOUSING AND COMMUNITY DEVELOPMENT. UNDER THIS PROGRAM AREA, CHAPA MANAGES THE NEW ENGLAND NETWORK, WHICH BRINGS TOGETHER HOUSING ADVOCATES FROM ALL SIX NEW ENGLAND STATES. 912058 MASSACCESS REGISTRY - FUNDED BY MASSACHUSETTS REHABILITATION COMMISSION AND MANAGED BY CHAPA, THE MASSACHUSETTS ACCESSIBLE HOUSING REGISTRY IS A DATABASE OF ACCESSIBLE UNITS THROUGHOUT MASSACHUSETTS THAT HELPS TO MATCH PEOPLE WITH DISABILITIES WITH VACANT APARTMENTS. NEW LEASE FOR HOMELESS FAMILIES - CHAPA SERVES AS THE FISCAL SPONSOR FOR NEW LEASE FOR HOMELESS FAMILIES (NL). THE NL PROGRAM WORKS COLLABORATIVELY WITH STATE AGENCIES, QUASI-PUBLIC ORGANIZATIONS, AFFORDABLE HOUSING PROVIDERS AND NONPROFIT ORGANIZATIONS TO REDUCE HOMELESSNESS IN THE COMMONWEALTH OF MASSACHUSETTS. TRAINING AND EDUCATION - CHAPA ACTS AS AN INFORMATION CLEARINGHOUSE FOR THE AFFORDABLE HOUSING AND PLANNING COMMUNITY. THE ORGANIZATION MAINTAINS A WEB PAGE WITH MONTHLY UPDATES AND SENDS OUT REGULAR NEWSLETTERS WITH UPDATES ON STATE AND FEDERAL HOUSING POLICY. THE ORGANIZATION ALSO HOLDS CONFERENCES AND FORUMS TO KEEP AFFORDABLE HOUSING STAKEHOLDERS INFORMED OF NEW PROGRAMS, DEVELOPMENTS AND/OR CHANGES IN PUBLIC POLICIES. 912058 3167990 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 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 0 0 1 14 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X KAREN WIENER 6177420820 ONE BEACON STREET 5TH FLOOR BOSTON MA 02108 AIDA FRANQUIZ TREASURER 5.00 X X 0 0 0 RACHANA CROWLEY CLERK 5.00 X X 0 0 0 ANDREW DEFRANZA PRESIDENT 5.00 X X 0 0 0 LESLIE REID VICE PRESIDENT 5.00 X X 0 0 0 KENNETH WILLIS VICE PRESIDENT 2.00 X X 0 0 0 FELICIA JACQUES OUTGOING PRESIDENT 5.00 X X 0 0 0 KENAN BIGBY DIRECTOR 2.00 X 0 0 0 KEITH FAIREY DIRECTOR 2.00 X 0 0 0 KELLEY CRONIN DIRECTOR 2.00 X 0 0 0 SYMONE CRAWFORD DIRECTOR 2.00 X 0 0 0 LIZBETH HEYER DIRECTOR 2.00 X 0 0 0 OLIVIA RICHARD DIRECTOR 2.00 X 0 0 0 KAREN FREDERICK DIRECTOR 2.00 X 0 0 0 DR MEGAN SANDEL OUTGOING DIRECTOR 2.00 X 0 0 0 JASON KORB DIRECTOR 2.00 X 0 0 0 GLORIA LEIPZIG OUTGOING DIRECTOR 2.00 X 0 0 0 DARA KOVEL DIRECTOR 2.00 X 0 0 0 ANGIE LIOU DIRECTOR 2.00 X 0 0 0 ANDREA ALDANA DIRECTOR 2.00 X 0 0 0 AMARILLYS RODRIGUEZ DIRECTOR 2.00 X 0 0 0 JENNIFER RAITT DIRECTOR 2.00 X 0 0 0 KATHLEEN MCGILVRAY DIRECTOR 2.00 X 0 0 0 KAREN WIENER CHIEF OPERATING OFFICER 40.00 X 143109 0 24339 RACHEL HELLER CHIEF EXECUTIVE OFFICER 40.00 X 161588 0 18190 MARITZA CROSSEN EXECUTIVE DIRECTOR 40.00 X 111586 0 33404 THOMAS PLIHCIK NEW LEASE EXEC DIRECTOR 40.00 X 128990 0 34343 WHITNEY D DEMETRIUS EXECUTIVE DIRECTOR 40.00 X 106060 0 5651 651333 0 115927 5 0 1 0 INDIGO ASSOCIATES MANAGEMENT LLC 11 HARBOR LOOP GLOUCESTER MA 01930 FINANCIAL SERVICES 108493 1 51733 125270 771256 1423529 2371788 CONTRACT FEES 561449 610737 610737 CONFERENCE FEES 531120 314345 314345 925082 67386 67386 15700 0 15700 15700 15700 1065053 1023860 41193 41193 41193 3421149 925082 0 124279 X 347226 292478 44560 10188 1429283 1203928 183419 41936 52406 44143 6725 1538 150465 126742 19309 4414 135030 113740 17328 3962 36735 36735 1016942 987448 25934 3560 77119 54728 21585 806 216562 189249 24017 3296 23676 23676 210660 82666 7394 120600 12157 10555 1409 193 CLIENT ASSISTANCE 25378 25378 DUES & SUBSCRIPTIONS 8016 6959 929 128 EQUIPMENT RENTAL/MAINTE 7256 6300 841 115 3748911 3167990 390185 190736 1543700 435112 8675 7000 425145 459490 45796 56480 2881337 3468072 1177722 1025705 13913 13913 6096288 5465772 672749 201423 3000 1224729 1073411 1897478 1277834 X 3086417 3401805 1112393 786133 4198810 4187938 6096288 5465772 -327762 316890 0 X 0 1 X 1 0 X 4111971 3901295 3344963 2990525 2371788 16720542 4111971 3901295 3344963 2990525 2371788 16720542 1279956 15440586 68683 57788 63515 68729 83086 341801 17062343 3081184 0.90500 0.87390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 17119 0 0 0 0 0 17119 0 PART II-B, LINE 1: LOBBYING COSTS ARE INCURRED BY VARIOUS STAFF FOR PAYROLL. LOBBYING COSTS ARE ALSO INCURRED WHEN ORGANIZATION PURCHASES BOOKS AND MAILS TO STATE LEGISLATORS, ALONG WITH SOME MISCELLANEOUS OPERATING COSTS ASSOCIATED WITH THESE ACTIVITIES. 0 OPERATING LEASE LIABILITY 1055697 FINANCE LEASE LIABILITY 17714 1073411 X 3701304 316890 316890 3384414 36735 36735 3421149 3712176 0 3712176 36735 36735 3748911 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2023, 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 FINANCIAL STATEMENTS. GENERALLY, THE ORGANIZATION'S INFORMATION/TAX RETURNS REMAIN OPEN FOR POSSIBLE FEDERAL INCOME TAX EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, FISCAL YEARS SINCE 2020 REMAIN OPEN. X 0 0 0 0 0 0 0 0 0 RACHEL HELLER CHIEF EXECUTIVE OFFICER 161588 0 0 0 0 0 8079 0 10111 0 179778 0 0 0 KAREN WIENER CHIEF OPERATING OFFICER 143109 0 0 0 0 0 7155 0 17184 0 167448 0 0 0 THOMAS PLIHCIK NEW LEASE EXEC DIRECTOR 128990 0 0 0 0 0 6450 0 27893 0 163333 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER AND OFFICERS REVIEW FORM 990 PRIOR TO APPROVING AND FILING THE RETURN. A FULL COPY OF FORM 990 IS DISTRIBUTED TO THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS ALL CONTRACTS AND ANY POTENTIAL ARRANGEMENTS THAT COULD POSE A CONFLICT OF INTEREST. AN ANNUAL DISCLOSURE QUESTIONNAIRE IS PREPARED BY ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS INDEPENDENTLY REVIEW THE PERFORMANCE AND COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. THE CHIEF EXECUTIVE OFFICER REVIEWS THE PERFORMANCE OF STAFF AND COMPARES SALARY LEVELS TO SIMILAR NON-PROFIT ORGANIZATIONS TO ENSURE COMPENSATION PARITY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 315,848. MANAGEMENT AND GENERAL EXPENSES 25,934. FUNDRAISING EXPENSES 3,560. TOTAL EXPENSES 345,342. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 40,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,000. SUBCONTRACTORS AND RELATED EXPENSES: PROGRAM SERVICE EXPENSES 631,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 631,600.