2023-09-14T06:20:56-05:00 2022-12-31 221478099 COHNREZNICK LLP ONE BOSTON PLACE SUITE 500 BOSTON MA 02108 990 2022-01-01 042313571 HARBORLIGHT COMMUNITY PARTNERS INC HARB 9782221305 PO BOX 507 BEVERLY MA 019154566 ANDREW DEFRANZA EXECUTIVE DIRECTOR 9789221305 2023-09-12 1 ANDREW DEFRANZA XXX-XX-XXXX 1 EDWARD MCNEIL P00090108 6176481400 2023-09-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANDREW DEFRANZA PO BOX 507 BEVERLY MA 019154566 9207167 0 X HARBORLIGHTCP.ORG X 1964 MA HARBORLIGHT COMMUNITY PARTNERS PROVIDES AFFORDABLE HOUSING WITH SERVICES PRIMARILY FOR LOW AND MODERATE INCOME POPLE IN SOURTHERN ESSEX COUNTY, IN ADDITION, IT PROVIDES PROVIDES PROPERTY MANAGEMENT AND OTHER SERVICES TO NON-PROFIT ORGANIZATIONS. 15 15 46 19 0 0 1481502 4269191 3145621 4142376 126986 224362 62598 300330 4816707 8936259 0 0 0 0 1720975 2218488 0 68000 477936 1332547 1593198 3053522 3879686 1763185 5056573 27724505 40145784 17725120 25285580 9999385 14860204 HARBORLIGHT COMMUNITY PARTNERS PROVIDES AFFORDABLE HOUSING WITH SERVICES PRIMARILY FOR LOW AND MODERATE INCOME PEOPLE IN SOUTHERN ESSEX COUNTY. IN ADDITION, IT PROVIDES PROVIDES PROPERTY MANAGEMENT AND OTHER SERVICES TO NON-PROFIT ORGANIZATIONS. 0 0 3300515 4465403 MANAGED AND/OR DEVELOPED AFFORDABLE HOUSING FOR OVER 500 LOW AND MODERATE INCOME PEOPLE IN ESSEX COUNTY. THIS INCLUDES TURTLE CREEK, TURTLE WOODS, HARBORLIGHT HOUSE, HEART HOMES, WE CARE ABOUT HOMES, WHIPPLE RIVERVIEW PLACE,COTTON MILL COOP, ROCKPORT HIGH SCHOOL, PIGEON COVE LEDGES, AND FIREHOUSE PLACE. IT ALSO INCLUDED DEVELOPMENT WORK FOR MAPLE WOODS, GRANITE STREET CROSSING, ANCHOR POINT AND BOSTON STREET CROSSING. 3300515 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 56 0 1 46 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X TIM DONOVAN 9784737160 PO BOX 507 BEVERLY MA 019154566 ABU POPPIN DIRECTOR 1.00 4.00 X 0 0 0 ALAN TEMKIN DIRECTOR 1.00 4.00 X 0 0 0 BILL SCANLON DIRECTOR 1.00 4.00 X 0 0 0 CHRISTINE MADORE DIRECTOR 1.00 4.00 X 0 0 0 CYNTHIA NINA-SOTO DIRECTOR 1.00 4.00 X 0 0 0 DANE POESKE DIRECTOR 1.00 4.00 X 0 0 0 DEBRA MALLON DIRECTOR 1.00 4.00 X 0 0 0 ISIS PATTERSON DIRECTOR 1.00 4.00 X 0 0 0 JACK ALVES DIRECTOR 1.00 4.00 X 0 0 0 JOHN THOMSON TREASURER 1.00 4.00 X X 0 0 0 KEVIN NOYES DIRECTOR 1.00 4.00 X 0 0 0 KURT JAMES VICE PRESIDENT/CLERK 1.00 4.00 X X 0 0 0 MICHAEL SCHAAF DIRECTOR 1.00 4.00 X 0 0 0 PAM CONSTANTINE VICE PRESIDENT 1.00 4.00 X 0 0 0 RICK ALPERN DIRECTOR 1.00 4.00 X 0 0 0 ROBERT GILLIS PRESIDENT 1.00 4.00 X X 0 0 0 TRACEY ARMSTRONG DIRECTOR 1.00 4.00 X 0 0 0 ANDREW DEFRANZA EXECUTIVE DIRECTOR 40.00 4.00 X 309036 0 17431 TIMOTHY DONOVAN COO 40.00 4.00 X 233618 0 43149 ANDREW LEONARD SENIOR PROJECT MANAGER 40.00 X 106756 0 16220 JONATHAN DAY DIRECTOR OF ACCOUNTING 40.00 X 124799 0 10999 KRISTEN CARLSON DIRECTOR REAL ESTATE DEV 40.00 X 164083 0 11389 938292 0 99188 5 0 1 0 0 130377 753053 3385761 1609134 4269191 DEVELOPER FEES 900099 2268453 2268453 MANAGEMENT FEES 541610 964443 964443 TENANT RENT 531110 825982 825982 PROGRAM SERVICE FEE 541900 83498 83498 4142376 113113 113113 6197 0 6197 6197 6197 353263 242014 111249 111249 111249 0 130377 28894 -28894 -28894 323027 323027 323027 8936259 4465403 0 201665 617490 527414 7452 82624 1339518 1140661 16145 182712 14708 12258 187 2263 77041 68570 930 7541 169731 142364 1790 25577 29883 18350 1716 9817 3749 2437 528 784 56180 36876 7767 11537 68000 68000 25578 25578 105154 75448 5927 23779 51245 51245 117103 114614 370 2119 635 507 19 109 186933 177130 1419 8384 2025 620 1405 145310 141572 2243 1495 356364 345207 11157 86653 66041 12496 8116 REPAIRS & MAINTENANCE 139808 95944 4489 39375 TAXES 56078 56078 OTHER FINANCIAL EXPENSE 30944 30944 FINANCIAL SERVICES 16842 16842 182714 180013 402 2299 3879686 3300515 101235 477936 2196956 4163687 342866 152370 25477 580858 59689 253660 5286387 6498244 70336 135843 23110768 3850241 12431670 19260527 3133631 3377574 113243 107012 4064250 5616009 27724505 40145784 745187 1927155 4657 2095 37995 37551 14288981 20583063 2648300 2735716 17725120 25285580 X 9166542 11449784 832843 3410420 9999385 14860204 27724505 40145784 X 5056573 -572960 377206 X 0 1 X 1 1 1 X 767236 626653 1147392 1344874 4269191 8155346 2449107 1104276 2225489 3145621 4142376 13066869 3216343 1730929 3372881 4490495 8411567 21222215 20368 23425 49926 42500 32247 168466 0 20368 23425 49926 42500 32247 168466 21053749 195618 123554 112356 119310 550838 195618 123554 112356 119310 550838 10115 91216 196867 66443 323027 687668 3422076 1822145 3693302 4669294 8853904 22460721 0.93740 0.92590 0.02450 0.03140 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: TENNANT CHARGES - 2018 AMOUNT: $ 5,300. 2020 AMOUNT: $ 5. MISC - 2018 AMOUNT: $ 4,815. 2019 AMOUNT: $ 91,216. 2020 AMOUNT: $ 196,862. 2021 AMOUNT: $ 66,443. 2022 AMOUNT: $ 323,027. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 6970096 6970096 15629305 3531963 12097342 511367 318278 193089 19260527 TENANT SECURITY DEPOSITS 38422 REAL ESTATE PROJECT DEVELOPMENT COSTS 1779656 LEASE ASSET 3797931 5616009 GROUND LEASE 1188841 HCPI REVOLVING GRANT FUND PAYABLE 150000 DUE TO AFFILIATES 1396875 2735716 X PART IV, LINE 2B: THE ORGANIZATION MAINTAINS SECURITY DEPOSITS AS REQUIRED BY STATE LAW. PART X, LINE 2: MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT DOES NOT BELIEVE ITS EVALUATION OF TAX POSITIONS WILL SIGNIFICANTLY CHANGE WITHIN 12 MONTHS OF DECEMBER 31, 2022. ANY CHANGES IN TAX POSITIONS WILL BE RECORDED WHEN THE ULTIMATE OUTCOME BECOMES KNOWN. EACH ENTITY'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE IRS, TAX YEARS SINCE 2019 REMAIN OPEN. X X X X X 1 COPLEY RAFF INC 164 BROOK FARM RD STE164 BOSTON MA 02132 CONSULTANT 0 0 68000 -68000 68000 -68000 DINNER 130377 130377 6615 3315 18964 130377 130377 6615 3315 18964 28894 -28894 X X 0 0 0 0 0 0 0 1 0 ANDREW DEFRANZA EXECUTIVE DIRECTOR 235898 0 73138 0 0 0 7099 0 10332 0 326467 0 0 0 TIMOTHY DONOVAN COO 186546 0 47072 0 0 0 5961 0 37188 0 276767 0 0 0 KRISTEN CARLSON DIRECTOR REAL ESTATE DEV 128083 0 36000 0 0 0 4037 0 7352 0 175472 0 0 0 PART I, LINE 7 AMOUNTS IN COLUMN B(II) REPRESENT BONUS PAYMENTS. THESE AMOUNTS WERE APPROVED BY THE BOARD AND INCLUDED IN THE INDIVIDUAL'S 2022 W-2'S. X 1 3897 FAIR MARKET VALUE X 1 1605237 APPRAISAL 0 0 0 PART I, COLUMN (B): AMOUNTS IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONLY ONE MEMBER OF HARBORLIGHT COMMUNITY PARTNERS, INC.: FIRST BAPTIST CHURCH. THE CHURCH HAS ULTIMATE CONTROL. FORM 990, PART VI, SECTION A, LINE 7A ULTIMATELY ALL DECISIONS COULD BE SUBJECT TO MEMBER APPROVAL. IN OPERATION, THE GOVERNING BODY'S DECISION ABOUT DIRECTORS AND OFFICERS IS SUBJECT TO MEMBER APPROVAL ANNUALLY. FORM 990, PART VI, SECTION A, LINE 7B ULTIMATELY ALL DECISIONS COULD BE SUBJECT TO MEMBER APPROVAL. IN OPERATION, THE GOVERNING BODY'S DECISION ABOUT DIRECTORS AND OFFICERS IS SUBJECT TO MEMBER APPROVAL ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC VERSION OF THE DRAFT FORM 990 IS CIRCULATED TO THE ENTIRE BOARD. BOARD MEMBERS MAY RECEIVE A HARD COPY OF THE DRAFT FORM 990 UPON REQUEST. PRIOR TO FILING ALL COMMENTS ARE ANSWERED AND A VOTE OF APPROVAL IS REQUIRED OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL CONFLICT OF INTEREST POLICY MUST BE SIGNED AND SUBMITTED BY DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE CREATED A REVIEW REPORT OF THE EXECUTIVE DIRECTOR'S COMPENSATION. IN ORDER TO DETERMINE COMPENSATION FOR THE EXECUTIVE DIRECTOR THE EXECUTIVE COMMITTEE USED COMPARABLE DATA AS WELL AS RECEIVING A RECOMMENDATION FROM CHARITY NAVIGATOR. THE EXECUTIVE COMMITTEE THEN MADE A RECOMMENDATION TO THE BOARD AND THE BOARD VOTED ON THE COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE ORGANIZATION'S 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART XI, LINE 9: PREVIOUSLY RECOGNIZED DEVELOPER FEE INCLUDED IN BUILDING 377,200. CAPITAL CONTRIBUTION 6. ANCHOR POINT LLC PO BOX 507 BEVERLY MA 01915 001286667 AFFORDABLE HOUSING FOR THE ELDERLY, DISABLED AND HANDICAPPED RESIDENTS MA 8679 3054463 HCP GRANITE STREET CROSSING LLC PO BOX 507 BEVERLY MA 01915 813037590 AFFORDABLE HOUSING FOR THE ELDERLY, DISABLED AND HANDICAPPED RESIDENTS MA 92595 92848 HCP HARDY STREET LLC PO BOX 507 BEVERLY MA 01915 AFFORDABLE HOUSING FOR THE ELDERLY, DISABLED AND HANDICAPPED RESIDENTS MA 187775 2224745 HCP MAPLE WOODS HOUSING LLC PO BOX 507 BEVERLY MA 01915 001139242 AFFORDABLE HOUSING FOR THE ELDERLY, DISABLED AND HANDICAPPED RESIDENTS MA 134005 5897872 HCP PIGEON COVE PO BOX 507 BEVERLY MA 01915 AFFORDABLE HOUSING FOR THE ELDERLY, DISABLED AND HANDICAPPED RESIDENTS MA 358531 4170475 HCP WHIPPLE ANNEX HOUSING LLC PO BOX 507 BEVERLY MA 01915 204496633 AFFORDABLE HOUSING FOR THE ELDERLY, DISABLED AND HANDICAPPED RESIDENTS MA 471680 1739170 HCP HARBORLIGHT REO LLC PO BOX 507 BEVERLY MA 01915 AFFORDABLE HOUSING FOR THE ELDERLY, DISABLED AND HANDICAPPED RESIDENTS MA HCP FIREHOUSE PLACE INC PO BOX 507 BEVERLY MA 01915 273491241 LOW INCOME HOUSING MA 501(C)(3) LINE 7 FIRST BAPTIST CHURCH IN BEVERLY 0 FIRST BAPTIST CHURCH IN BEVERLY 221 CABOT STREET BEVERLY MA 01915 042253860 CHURCH MA 501(C)(3) LINE 1 N/A 0 HARBORLIGHT NURSERY SCHOOL 221 CABOT STREET BEVERLY MA 01915 042883700 PRE-SCHOOL MA 501(C)(3) LINE 2 FIRST BAPTIST CHURCH IN BEVERLY 0 MARBLEHEAD COMMUNITY HOUSING CORPORATION PO BOX 507 BEVERLY MA 01915 043176887 LOW INCOME ELDERLY HOUSING MA 501(C)(3) LINE 11 FIRST BAPTIST CHURCH IN BEVERLY 0 ROCKPORT AFFORDABLE HOUSING INC PO BOX 507 BEVERLY MA 01915 273491179 LOW INCOME ELDERLY HOUSING MA 501(C)(3) LINE 7 FIRST BAPTIST CHURCH IN BEVERLY 0 TURTLE WOODS CORPORATION 339 ESSEX STREET BEVERLY MA 01915 043183212 LOW INCOME ELDERLY HOUSING MA 501(C)(3) LINE 7 FIRST BAPTIST CHURCH IN BEVERLY 0 BOSTON STREET CROSSING LLC PO BOX 507 BEVERLY MA 01915 814311188 AFFORDABLE HOUSING MA N/A 0 0 HARBORLIGHT HOUSE LLC PO BOX 507 BEVERLY MA 01915 474277323 AFFORDABLE HOUSING MA N/A 0 0 ONE ANCHOR POINT LLC PO BOX 507 BEVERLY MA 01915 861309758 AFFORDABLE HOUSING MA N/A 0 0 TURTLE CREEK HOUSING LLC PO BOX 507 BEVERLY MA 01915 364773123 AFFORDABLE HOUSING MA N/A 0 0 BOSTON STREET CROSSING MM LLC PO BOX 507 BEVERLY MA 01915 822482419 AFFORDABLE HOUSING MA HCP C 6 1.00000 1 HARBORLIGHT HOUSE MM LLC PO BOX 507 BEVERLY MA 01915 474346546 AFFORDABLE HOUSING MA HCP C 3648 0.79000 1 ONE ANCHOR POINT MM LLC PO BOX 507 BEVERLY MA 01915 922743617 AFFORDABLE HOUSING MA HCP C 1.00000 0 TURTLE CREEK HOUSING MM LLC 283 ELLIOTT STREET BEVERLY MA 01915 464088797 AFFORDABLE HOUSING MA HCP C 2 0.55000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1