2023-10-14T17:54:00-05:00 2022-12-31 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2022-01-01 223237413 MUTUAL HOUSING ASSOCIATION OF SOUTH CENTRAL CONNECTICUT INC MUTU 2035624514 235 GRAND AVENUE 2ND FLOOR NEW HAVEN CT 06513 TOM CRUESS PRESIDENT/CEO 2035624514 2023-10-13 1 TOM CRUESS 999009999 0 PATRICIA MCGOWAN P00184514 9592007000 2023-10-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TOM CRUESS 235 GRAND AVENUE 2ND FLOOR NEW HAVEN CT 06513 11028889 0 X WWW.NWNH.NET X 1992 CT TO DEVELOP, OWN AND MANAGE AFFORDABLE HOUSING; ENCOURAGE COMMUNITY INVOLVEMENT AND TO PREVENT AND ELIMINATE NEIGHBORHOOD DETERIORATION. 10 10 50 10 0 0 3355140 7291804 4414805 3258393 44510 247400 587425 231292 8401880 11028889 0 0 0 0 1777421 2710685 0 0 70719 4296870 6400286 6074291 9110971 2327589 1917918 47838595 50129248 31411397 31141427 16427198 18987821 X TO DEVELOP, OWN AND OPERATE PERMANENTLY AFFORDABLE QUALITY HOUSING THAT BUILDS STRONG, HEALTHY AND VIBRANT COMMUNITIES THROUGH ACTIVE RESIDENT AND COMMUNITY PARTICIPATION AND LEADERSHIP. 0 0 1207139 2699855 REAL ESTATE DEVELOPMENTTHE REAL ESTATE DEVELOPMENT DIVISION PROVIDES A SIGNIFICANT SOURCE OF NEIGHBORWORKS NEW HORIZONS REVENUE THROUGH THE GENERATION OF DEVELOPER'S FEES UPON THE COMPLETION AND OCCUPANCY OF EACH DEVELOPMENT. REAL ESTATE DEVELOPMENT WORKS WITH MUNICIPALITIES ON SITE SELECTION, OBTAINS FUNDING COMMITMENTS, SELECTS GENERAL CONTRACTORS AND OVERSEES CONSTRUCTION.NEW HAVEN RICHARD STREET - 23 UNITS CONSISTS OF 20 UNITS FROM EXISTING PORTFOLIO IN NEED OF CAPITAL UPGRADES AND 3 UNITS AT 19 RICHARD STREET. BOTH BUILDINGS COMPLETED LEAD-BASED PAINT REMEDIATION IN THE SUMMER OF 2016. CONSTRUCTION START ESTIMATED Q4 2023WATERBURY LINDEN STREET 44 UNITS THIS IS A NEW CONSTRUCTION PROJECTS CONSISTING OF TWO BUILDINGS WITH 1- 3 BEDROOM UNITS. UNDER CONSTRUCTION. COMPLETION ESTIMATED Q3 2024WILLOW ST 33 UNITS REHAB PROJECT OF SCATTERED SITE UNITS. ONGOING WITH COMPLETION ESTIMATED Q2 2024SHELTON RIVER BREEZE APARTMENTS 68 UNITS NEW CONSTRUCTION OF 1-3 BEDROOM UNITS. COMPLETED Q4 2022 EAST HAVEN UNION SCHOOL APARTMENTS 18 UNITS MODERATE REHAB WITH HVAC UPGRADES, ROOF REPLACEMENT AND REPAVING. ANTICIPATED COMPLETION Q4 2022GUILFORD WOODRUFF RESERVE 16 UNITS NEW CONSTRUCTION WITH 1-3 BEDROOMS. ANTICIPATED CONSTRUCTION START 2024.CHESHIRE JACK'S FARM 44 UNITS NEW CONSTRUCTION IN PARTNERSHIP WITH CHESHIRE HOUSING AUTHORITY. 1-3 BEDROOMS IN 3 BUILDINGS. CONSTRUCTION START ESTIMATED Q2 2024. 4602217 789830 PROPERTY MANAGEMENTTHIS DIVISION IS RESPONSIBLE FOR THE DAILY OPERATIONS OF THE PORTFOLIO, WHICH ENCOMPASSES PHYSICAL PLANT AND APPLICANT AND RESIDENT COMPLIANCE. NWNH'S PORTFOLIO, WHICH IS WORTH IN EXCESS OF $75 MILLION, CONSISTS OF 25 DEVELOPMENTS (OWNED OR MANAGED) WITH OVER 750 UNITS IN ANSONIA, BRANFORD, BRIDGEPORT, CLINTON, EAST HAVEN, GUILFORD, HAMDEN, MILFORD, NEW HAVEN, PAWCATUCK, SOUTHINGTON, AND WATERBURY.MAINTENANCE EMPLOYEES ARE RESPONSIBLE FOR ROUTINE AND EMERGENCY SERVICES, CLEANING GROUNDS AND COMMON AREAS, GENERAL UPKEEP, AND SUPERVISING AND SELECTING CONTRACTED VENDORS FOR CAPITAL IMPROVEMENT AND LANDSCAPING. PROPERTY MANAGEMENT STAFF ARE RESPONSIBLE FOR RESIDENT SELECTION, RENT COLLECTION, MARKETING UNITS, INITIAL LEASE-UP OF NEW DEVELOPMENTS, RESPONDING TO RESIDENT REQUESTS- SUCH AS TRANSFERS, REASONABLE ACCOMMODATION REQUESTS, FAIR HOUSING ISSUES, AND THE ANNUAL INCOME RECERTIFICATION AND LEASE RENEWAL. NEW WAY HORIZON MUTUAL HOUSING 730 GEORGE STREET, NEW HAVEN 58 UNITS COMMONLY KNOWN AS GEORGE STREET, UNITS RANGE FROM 1 BEDROOM TO 4 BEDROOMS IN SIZE. THE BUILDING UNDERWENT A GUT REHAB IN 1996, AND IN 2013 THE LIMITED PARTNERSHIP INTEREST WAS PURCHASED BY NWNH. HUBBARD WOODS MUTUAL HOUSING APPLE TREE LANE, GUILFORD 13 UNITS THE DEVELOPMENT CONSISTS OF SEMI-DETACHED AND DETACHED SINGLE-FAMILY HOMES NEWLY CONSTRUCTED IN 1996. THESE HOMES CONTINUE TO BE AFFORDABLE IN A COMMUNITY WHERE HOUSING PRICES HAVE TRADITIONALLY BEEN AMONG THE HIGHEST IN THE NATION. NWNH PURCHASED THE LIMITED PARTNERSHIP INTEREST IN 2013. THE DEVELOPMENT RECEIVED A CAPITAL GRANT FROM THE DEPARTMENT OF HOUSING IN 2016 AND REHABILITATED ALL UNITS. GUILFORD INTERFAITH MUTUAL HOUSING SCATTERED SITES THROUGHOUT GUILFORD 21 UNITS DUE TO THE SUCCESS OF THE HUBBARD WOODS DEVELOPMENT, NWNH WAS INVITED BY THE GUILFORD INTERFAITH HOUSING CORPORATION TO DEVELOP 13 ADDITIONAL HOUSING UNITS AND TO ACQUIRE AND RENOVATE EIGHT OTHER SCATTERED SITE HOMES. THE PROJECT WAS COMPLETED IN 2000. GILBERT AVENUE/DERBY AVENUE MUTUAL HOUSING 145 ~153 GILBERT AVENUE, NEW HAVEN, AND 80-82 DERBY AVENUE 14 UNITS NWNH REHABBED THREE BUILDINGS IN 2001, CREATING HOMES FOR TEN FAMILIES. THE PROPERTIES ARE CONTIGUOUS TO THE NEW WAY HORIZON MUTUAL HOUSING AND SHARE A PLAYGROUND WITH NEW WAY HORIZON. IN 2004, NWNH REHABBED FOUR MORE UNITS ON DERBY AVENUE IN THE WEST RIVER NEIGHBORHOOD. BRANFORD INTERFAITH MUTUAL HOUSING 146 NORTH IVY STREET, BRANFORD 29 UNITS IN 2001 NWNH ENTERED INTO AN AGREEMENT WITH BRANFORD INTERFAITH TO MANAGE A TOWNHOUSE COMPLEX. THE 29 UNITS WERE BUILT IN 1991. THE DEPARTMENT OF HOUSING PROVIDED A CAPITAL GRANT IN 2016, AND ALL UNITS WERE REHABILITATED.VALLEY MUTUAL HOUSING PERSHING DRIVE, ANSONIA 9 UNITSNWNH REHABILITATED THREE HOUSES AND PROVIDED AFFORDABLE UNITS WITH OFF STREET PARKING BY TEARING DOWN TWO OTHER HOUSES IN 2004. THE DEVELOPMENT HAS GONE THROUGH ENERGY EFFICIENCY AUDITS VIA THE HEALTHY HOMES INITIATIVE. RICHARD STREET MUTUAL HOUSING RICHARD STREET, NEW HAVEN- 20 UNITS. OCCUPIED IN THE SECOND HALF OF 2005, THESE 2, 3 & 4 BEDROOM UNITS ARE IN REHABBED BUILDINGS ON ONE OF FAIR HAVEN'S QUIETER STREETS. IN 2014, THE LIMITED PARTNERSHIP INTEREST WAS PURCHASED BY NWNH. FUNDING IS BEING REQUESTED FROM THE STATE OF CONNECTICUT AND THE CITY OF NEW HAVEN TO UPDATE UNITS.RICHARD STREET II 7-9 & 15-17 RICHARD STREET, NEW HAVEN 6 UNITS OCCUPIED IN NOVEMBER 2010, RICHARD STREET II IS A CONTINUATION OF OUR RICHARD STREET DEVELOPMENT WHICH IS DESIGNED NOT ONLY TO PROVIDE MORE QUALITY AFFORDABLE HOUSING BUT TO ELIMINATE BLIGHT IN A BLOCK WIDE AREA ON THE APPROACH TO OUR PRESENTLY OCCUPIED RICHARD STREET DEVELOPMENT. FERRY MUTUAL HOUSING FERRY STREET, NEW HAVEN 24 UNITS AND A FAMILY LEARNING CENTER IN DECEMBER 2006, 24 RESIDENT FAMILIES BEGAN OCCUPANCY, AND NWNH BEGAN HOSTING COMMUNITY MEETINGS, EVENTS, TRAININGS, CONFERENCES, AND SUPPORT GROUPS IN THE LEARNING CENTER. WILLOW MUTUAL HOUSING- 203-209, WILLOW ST., 103, 105 & 126 CHESTNUT STREET AND 240-242, 244-246, 248, 252-254 WILLOW STREET. WATERBURY - 33 UNITS LOCATED IN THE HISTORIC OVERLOOK NEIGHBORHOOD, THIS SUBSTANTIAL REHAB BROUGHT 33 UNITS FROM SUB-STANDARD TO QUALITY HOUSING STOCK. INTERIORS FEATURE SKYLIGHTS, GRANITE COUNTERTOPS, AND BAY AND FLOOR TO CEILING WINDOWS THAT PROVIDE LIGHT, SUNNY VIEWS OF THE DOWNTOWN AREA IN THE VALLEY BELOW. KIRKHAM MUTUAL HOUSING - 63 KIRKHAM STREET. BRANFORD - 17 UNITS THIS SENIOR HOUSING DEVELOPMENT SITS AMID A RESTORED VICTORIAN ERA GARDEN MAINTAINED BY THE BRANFORD GARDEN CLUB. THE DEVELOPMENT PROVIDES SENIORS THE OPPORTUNITY TO "AGE IN PLACE." EACH UNIT HAS FEATURES THAT CAN BE RETROFITTED SHOULD THE RESIDENT BECOME DISABLED OR NEED LONG TERM CARE. SINKS AND VANITIES CAN BE LOWERED TO ACCOMMODATE WHEELCHAIRS, AND DOORWAYS ARE WIDE ENOUGH TO HANDLE HOSPITAL BEDS. CANTERBURY GARDENS- 537~545 SHERMAN PARKWAY, NEW HAVEN - 34 UNITS OCCUPIED IN 2009, THE DEVELOPMENT INCLUDES 9 SUPPORTIVE HOUSING UNITS WITH LEEWAY AS THE SERVICE PROVIDER. IT IS A TOWNHOUSE STYLE WITH NO COMMON AREAS EXCEPT THE LAUNDRY AND COMMUNITY ROOMS. BETH-EL MUTUAL HOUSING- 85 NEW HAVEN AVENUE, MILFORD - 5 UNITS FULL OCCUPANCY WAS ACHIEVED IN OCTOBER 2010. THE RESIDENTS ARE CLIENTS FROM THE BETH-EL CENTER, INC., WHERE EACH FAMILY RECEIVES VARIOUS SUPPORTIVE SERVICES. THE SITE NEEDED LARGE SCALE ENVIRONMENTAL REMEDIATION AFTER SOIL CONTAMINATION WAS FOUND DURING CONSTRUCTION. HIGHWOOD SQUARE 943-953 DIXWELL AVENUE, HAMDEN 27 UNITS OUR SECOND DEVELOPMENT FOR AFFORDABLE ARTISAN HOUSING, HIGHWOOD SQUARE, BEGAN ITS OCCUPANCY IN AUGUST 2011. IT SITS ON A 2.4 ACRE SITE THAT IS A MIX OF NEW CONSTRUCTION AND REHABILITATION OF EXISTING HISTORIC BUILDINGS INTO AN ARTS COMPLEX. THIS DEVELOPMENT HELPS THE ARTISAN COMMUNITY OBTAIN HOUSING AND HELPS THE TOWN OF HAMDEN FOCUS ON ITS REVITALIZING EFFORTS, AS THIS DEVELOPMENT ALSO CONSISTS OF 13 COMMERCIAL SPACES. FAIR HAVEN MUTUAL HOUSING LP NEW HAVEN 44 SCATTERED SITE UNITS & 3 COMMERCIAL SPACES THIS DEVELOPMENT CONSISTS OF 6 BUILDINGS THAT WERE REHABILITATED, AS WELL AS 10 BUILDINGS OF NEW CONSTRUCTION. IN ADDITION, THREE COMMERCIAL AREAS ARE AT STREET LEVEL ON GRAND AVENUE. NWNH HAS PARTNERED WITH THE HOUSING AUTHORITY OF NEW HAVEN, PROVIDING PROJECT-BASED VOUCHERS FOR 20 UNITS, OF WHICH 9 ARE DESIGNATED FOR SUPPORT. FAIR HAVEN RENTAL OR "HTR", 33, 36, 37 CLAY STREET, 296 POPLAR STREET - 7 UNITS PREVIOUSLY DEVELOPED AS A HOMEOWNERSHIP PROJECT, THESE UNITS UNDERWENT FINANCIAL MODIFICATION TO ALLOW FOR USE AS AFFORDABLE RENTAL UNITS WHEN THE MARKET WAS NOT CONDUCIVE TO HOMEOWNERSHIP SALES. UNITS WERE REHABBED AND LEASED IN 2014 AND 2015.HILL ASSOCIATES LP, SCATTERED SITES IN NEW HAVEN - 65 UNITS THIS PROJECT WAS ACQUIRED IN 2011 FROM A DEFUNCT DEVELOPMENT AGENCY. THE VARIOUS PROPERTIES WERE IN SERIOUS DISREPAIR DUE TO MANY YEARS OF MISMANAGEMENT. FUNDING WAS SOUGHT AND USED TO REHAB UNITS AND LEASE TO FAMILIES AND INDIVIDUALS OF VERY-LOW AND LOW INCOME. A PARTNERSHIP WAS FORMED WITH THE NEW HAVEN HOUSING AUTHORITY FOR RENTAL SUBSIDIES TO 15 OF THE 65 UNITS. REHAB WAS COMPLETED IN 2016.ELIAS HOWE 287 CLINTON AVENUE, BRIDGEPORT 37 UNITS ELIAS HOWE WAS PREVIOUSLY A SCHOOL THAT WAS VACANT AND IN NEED OF MAJOR REPAIRS. NWNH PARTNERED WITH A LOCAL DEVELOPER AND OBTAINED FUNDING TO REHAB THE ENTIRE BUILDING INTO ONE-BEDROOM APARTMENTS, A LAUNDRY ROOM, AND COMMUNITY SPACES. IT SERVES SENIORS OF VERY-LOW INCOME AFFORDABLE HOUSING WITH AMENITIES AND IN CLOSE PROXIMITY TO PUBLIC TRANSPORTATION AND SERVICES. THE BRIDGEPORT HOUSING AUTHORITY IS ALSO A PARTNER AND PROVIDES RENTAL SUBSIDIES TO THE TENANTS.WINTER GROVE 491 DARLING STREET 40 AFFORDABLE HOUSING UNITS FOR SENIORS. NEW CONSTRUCTION COMMENCED IN AUGUST 2013 AND WAS COMPLETED AND LEASED UP IN MAY 2015.ST PAUL'S COMMONS 56 UNITS OF AFFORDABLE HOUSING IN ONE THREE STORY BUILDING AND 16 UNITS FOR SENIORS IN FOUR GARDEN STYLE TOWNHOUSES. EACH SITE HAS A COMMUNITY ROOM FOR RESIDENTS. NEW CONSTRUCTION COMMENCED IN OCTOBER 2014 AND WAS COMPLETED AND LEASED UP BETWEEN DECEMBER 2015 THROUGH MAY 2016. SPRUCE MEADOWS-100 SOUTH BROAD STREET 85 RENTAL UNITS THIS IS A NEW CONSTRUCTION DEVELOPMENT, WHICH HAS 4 THREE-STORY BUILDINGS AND ONE MANAGEMENT BUILDING. NEW CONSTRUCTION COMMENCED IN SEPTEMBER 2015 AND WAS COMPLETED AND LEASED UP BETWEEN APRIL 2017 AND JULY 2017 FOR THE FIRST PHASE. THE SECOND PHASE WAS BY YEAR END OF 2021 AND LEASED BY JULY 2022.UNION SCHOOL APARTMENTS 564 THOMPSON AVENUE, EAST HAVEN - 18 UNITS THIS PROJECT WAS ACQUIRED IN 2018 FROM A DEFUNCT DEVELOPMENT AGENCY THAT INCLUDED CONVERTING AN ABANDONED NEIGHBORHOOD SCHOOL TO PROVIDE AFFORDABLE HOUSING OPPORTUNITIES FOR AREA SENIORS. ALL RESIDENTS OF THE DEVELOPMENT ARE BELOW 60% OF THE AREA MEDIAN INCOME. 1735262 COMMUNITY ORGANIZINGTHE COMMUNITY BUILDING TEAM AT NEIGHBORWORKS NEW HORIZONS CONTINUES TO FOCUS ON UPLIFTING AND EMPOWERING RESIDENTS THROUGH EDUCATIONAL OPPORTUNITIES AND SERVICES. THE ORGANIZATION'S MISSION OF PROVIDING HOUSING COUPLED WITH A VARIETY OF EMPOWERMENT AND SUPPORT SERVICES IS ESSENTIAL TO NEIGHBORWORKS NEW HORIZONS' ("NWNH") SUCCESS AND FOR THE STRENGTH OF ITS RESIDENT COMMUNITIES. HOMEBUYER EDUCATION COURSES CONTINUED THIS YEAR, PROVIDING MANY INDIVIDUALS WITH ESSENTIAL TOOLS AND KNOWLEDGE FOR A SUCCESSFUL FIRST-TIME HOME-BUYING EXPERIENCE. THE EIGHT CLASSES OFFERED IN-DEPTH KNOWLEDGE OF THE PURCHASING PROCESS FROM PROSPECTING, THE SALES CONTRACT, THE IMPACT OF FICO CREDIT SCORES AND CREDIT REPAIR, THE MORTGAGE NOTE, AVOIDING PREDATORY LENDING, AND THE CLOSING AND SUSTAINING OF THE HOME AFTER PURCHASE BOTH FINANCIALLY AND PHYSICALLY. PRE- AND POST-PURCHASE COUNSELING ARE ALSO AVAILABLE FROM OUR COUNSELORS. AS OF 2020, CLASSES ARE HELD VIA ZOOM, WHICH HAS PROVEN MORE CONVENIENT FOR CLIENTS. NWNH ALSO PROVIDES FREE VIRTUAL FORECLOSURE PREVENTION COUNSELING SERVICES TO AVOID PREVENTABLE FORECLOSURES AND AMELIORATE THE EFFECTS OF THE FORECLOSURE CRISIS ON PERSONS AND FAMILIES AT RISK OF LOSING THEIR PRIMARY RESIDENCE. NWNH CONTINUES TO OFFER RESIDENT SERVICES TO FAMILIES AND INDIVIDUALS RESIDING IN NWNH-MANAGED UNITS. THE FOCUS IS TO CONNECT FAMILIES AND INDIVIDUALS TO EMPOWERMENT, HEALTH, FOOD PROVISIONS, EMPLOYMENT OPPORTUNITIES, FINANCIAL SERVICES, AND OTHER SOCIAL SERVICES TO IMPROVE THEIR QUALITY OF LIFE. NWNH ALSO FACILITATES YOUTH PROGRAMMING SUCH AS AFTER-SCHOOL AND SUMMER PROGRAMS THROUGH LEAP (LEADERSHIP EXCELLENCE, ATHLETIC, PROGRAM) AND JUNIOR ACHIEVEMENT. THE COMMUNITY PROGRAM MANAGER ALSO ASSISTS OUR RESIDENTS AND THE PROPERTY MANAGEMENT DEPARTMENT IN IMPROVING COMMUNICATION AND INTERVENING WHEN NECESSARY TO PROVIDE REFERRALS FOR ADDITIONAL SERVICES. THE COMMUNITY BUILDING STAFF HELD VIRTUAL PANEL DISCUSSIONS, BUDGET COACHING, AND FINANCIAL LITERACY WORKSHOPS. STAFF ALSO ASSISTED TENANTS AND LANDLORDS ELIGIBLE FOR THE STATE FUNDED RENTAL ASSISTANCE PROGRAM, KNOWN AS UNITECT, BY REVIEWING THE APPLICATIONS AND HANDLING THE RECERTIFICATION PROCESS FOR RETURNING APPLICANTS. IN ADDITION, NWNH STAFF HELPED SUPPORT CONTINUED VOLUNTEERISM IN THE COMMUNITY THROUGH ITS COMMUNITY VOLUNTEER PROGRAM, WHICH AWARDS A RENT CREDIT INCENTIVE TO RESIDENTS WHO VOLUNTEER AT LEAST 20 HOURS PER YEAR. NWNH CONTINUES A CONCERTED EFFORT THROUGH ITS EVICTION PREVENTION PROGRAM TO HELP RESIDENTS AVOID EVICTION AND PAY BACK BALANCES DUE ON THEIR RENT. STAFF ACCOMPLISHED THIS BY ENGAGING RESIDENTS IN MANAGEABLE PAYMENT PLANS, PROVIDING PERIODIC ON-SITE FINANCIAL WORKSHOPS, AND OFFERING ONE-ON-ONE BUDGET COACHING. 7544618 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 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 1 1 1 0 0 0 1 12 0 1 50 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CT X ARLENE LAWRENCE 2035624514 235 GRAND AVENUE NEW HAVEN CT 06513 CESAR GUITERREZ BOARD MEMBER 0.50 X 0 0 0 CHRIS CANNA BOARD MEMBER 0.50 X 0 0 0 EDWARD SEIBERT PRESIDENT/BOARD CHAIR 0.50 X X 0 0 0 HEWAD FNU BOARD MEMBER 0.50 X 0 0 0 JIM CAROLAN BOARD MEMBER 0.50 X 0 0 0 JOHN SCHAETZL TREASURER 0.50 X X 0 0 0 LEIYANIE OSORIO SECRETARY 0.50 X X 0 0 0 MICHAEL BATISTA BOARD MEMBER 0.50 X 0 0 0 NATALIA KEDVES FEINSTEIN BOARD MEMBER 0.50 X 0 0 0 ROMULO SAMANIEGO BOARD MEMBER 0.50 X 0 0 0 ARLENE LAWRENCE CFO 40.00 X 97372 0 9082 THOMAS CRUESS PRESIDENT/CEO 40.00 0.50 X 110000 0 245 DAVID PURVIS CORPORATE COUNSEL 40.00 X 108912 0 15911 316284 0 25238 2 0 0 0 PRIMROSE COMPANIES 25 NOBLE AVENUE BRIDGEPORT CT 06610 CONSTRUCTION 3215144 HAYNES CONSTRUCTION 32 PROGRESS AVENUE14 SEYMOUR CT 06483 CONSTRUCTION 1118955 CREATIVE FINANCIAL STAFFING ONE INTERNATIONAL PLACE 16TH FL BOSTON MA 02110 STAFFING AGENCY 740694 HOOPS MORGANTHALER RAUSCH & SCARAMOZZA CITY PLACE II 185 ASYLUM ST 15TH HARTFORD CT 06103 LEGAL 636812 ROBERT HALF 12400 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 STAFFING AGENCY 478826 10 6184752 1107052 7291804 LOW-INCOME HOUSING 531110 2128907 2128907 DEVELOPER FEES 531390 570948 570948 PROPERTY MANAGEMENT FEE 531310 350635 350635 ORGANIZER FEES 532000 207903 207903 3258393 247400 247400 FORGIVENESS OF DEBT 531390 161510 161510 69782 69782 231292 11028889 3489685 0 247400 X 216699 131984 79305 5410 1873644 1085809 737934 49901 35191 30471 4720 431918 251661 168745 11512 153233 103416 45921 3896 198383 198383 6346 6346 94626 94626 1382991 1365008 17983 124112 27329 96783 1139869 1096900 42969 34211 34211 13105 13105 505362 505362 1503183 1503183 235335 214456 20879 OTHER DEVELOPMENT EXPEN 512034 427175 84859 BAD DEBTS 352173 352173 REPAIRS & MAINTENANCE 193876 167165 26711 RESIDENT ORGANIZING SER 77797 77797 26883 26883 9110971 7544618 1495634 70719 404653 2201742 112752 500000 462057 9815648 10502467 93072 170472 44074862 21760857 23635275 22314005 4053355 4053355 2666 1127 9221174 10424023 47838595 50129248 1866555 2329988 -113413 50630 22696466 22091176 6961789 6669633 31411397 31141427 X 7376775 8107521 9050423 10880300 16427198 18987821 47838595 50129248 X 1917918 642705 X 0 1 X 1 0 X 1108436 1537253 1618330 3355140 7291804 14910963 1108436 1537253 1618330 3355140 7291804 14910963 14910963 172210 145013 139931 136670 247400 841224 2108880 1225110 1093130 587425 231292 5245837 20998024 16225854 0.71010 0.52790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 624,429. 2019 AMOUNT: $ 664,027. 2020 AMOUNT: $ 1,030,622. 2021 AMOUNT: $ 211,868. 2022 AMOUNT: $ 69,782. FORGIVENESS OF DEBT - 2018 AMOUNT: $ 1,484,451. 2019 AMOUNT: $ 561,083. 2020 AMOUNT: $ 62,508. 2021 AMOUNT: $ 375,557. 2022 AMOUNT: $ 161,510. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3073926 3073926 40079299 21619025 18460274 921637 141832 779805 22314005 GEORGE STREET MUTUAL HOUSING LP 846106 C HUBBARD WOODS MUTUAL HOUSING LP 12265 C GUILFORD INTERFAITH MUTUAL HOUSING LP 69591 C RICHARD STREET LP 153700 C HIGHWOOD SQUARE MUTUAL HOUSING LP 1233565 C FAIR HAVEN MUTUAL HOUSING LP 1738128 C 4053355 CONSTRUCTION IN PROGRESS 2214257 RESIDENT SECURITY DEPOSITS 158943 RESERVES (ESCROWS) 944286 DUE TO /FROM AFFILIATES 467593 DEVELOPER FEE RECEIVABLE 3372205 ACCRUED INTEREST RECEIVABLE 1514871 OTHER RECEIVABLES 1751868 10424023 MEMBERSHIP FEES 60521 SECURITY DEPOSITS 127803 DEVELOPER FEE PAYABLE 212243 ACCRUED INTEREST PAYABLE 6269066 6669633 X PART X, LINE 2: NWNH HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2022. NWNH'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2019 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF APPLICABLE, NWNH WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS PART OF INTEREST EXPENSE IN THE CONSOLIDATED STATEMENT OF ACTIVITIES AND INCLUDE ACCRUED INTEREST AND PENALTIES IN ACCRUED INTEREST IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. NWNH DID NOT RECOGNIZE ANY INTEREST OR PENALTIES ASSOCIATED WITH TAX MATTERS FOR THE YEAR ENDED DECEMBER 31, 2022. FORM 990, PART III LINE 4B PROGRAM SERVICE ACCOMPLISHMENTS: LIBERTY PLACE 8 LIBERTY PLACE, CLINTON - 21 UNITS FULL OCCUPANCY WAS ACHIEVED SEPTEMBER 2018. NEW CONSTRUCTION, MIXED INCOME DEVELOPMENT FUNDED THROUGH THE LOW-INCOME HOUSING TAX CREDIT PROGRAM. RIVER BREEZE - 223 CANAL STREET, SHELTON - 68 UNITS CERTIFICATE OF OCCUPANCY ISSUED ON 12/27/2022. NEW CONSTRUCTION, MIXED INCOME DEVELOPMENT FUNDED THROUGH THE LOW INCOME HOUSING TAX CREDIT PROGRAM. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION WAS INCORPORATED UNDER THE NONSTOCK CORPORATION ACT OF THE STATE OF CONNECTICUT. THE ORGANIZATION IS A NONPROFIT AND SHALL NOT HAVE OR ISSUE SHARES OF STOCK OR PAY DIVIDENDS. THERE SHALL BE FIVE TYPES OF VOTING MEMBERSHIPS: RESIDENT MEMBERSHIP; CORPORATE MEMBERSHIP; GOVERNMENT MEMBERSHIP; NON-PROFIT MEMBERSHIP; AND COMMUNITY MEMBERSHIP. RESIDENT MEMBERSHIP: A RESIDENT OF A LOW-INCOME RESIDENCE WITHIN THE ORGANIZATION'S SERVICE AREA; OR AN INDIVIDUAL WHO IS ELECTED OR APPOINTED TO REPRESENT RESIDENTS OF LOW-INCOME COMMUNITIES WITHIN THE ORGANIZATION'S SERVICE AREA; OR AN INDIVIDUAL WHO IS A NWNH RESIDENT AND IS IN GOOD STANDING. COMMUNITY MEMBERSHIP: SHALL BE GRANTED TO A DESIGNATED REPRESENTATIVE FROM HOUSEHOLDS WITHIN THE NEIGHBORHOOD OF ANY NWNH-OWNED DWELLING UNITS OR PROPOSED NWNH PROJECTS; AND A COMMUNITY RESIDENT MUST BE A PERSON WITH A COMMUNITY ORIENTED INTEREST IN THE NWNH, INCLUDING STEERING COMMITTEE MEMBERS. CORPORATE SECTOR MEMBERSHIP: MAY BE GRANTED TO AN INDIVIDUAL WHO IS EMPLOYED OR ON THE BOARD OF DIRECTORS OF A CORPORATION, OR ASSIGNED TO REPRESENT AN ENTITY IN THE CORPORATE OR BUSINESS SECTOR, WHO HAS ATTAINED THE AGE OF 18 AND WHO HAS EXPRESSED INTEREST IN THE FURTHERANCE OF AND DEMONSTRATED SUPPORT FOR MUTUAL HOUSING. SUCH MEMBERS SHALL PROVIDE ADVICE, EXPERTISE, COUNSEL AND SUPPORT TO THE ASSOCIATION IN SUCH FIELDS AS ORGANIZATION AND ADMINISTRATION, HOUSING DEVELOPMENT, AND CONSTRUCTION, PROPERTY MANAGEMENT, RESOURCE DEVELOPMENT, PUBLIC RELATIONS AND IN LEGAL, FINANCIAL, AND OTHER TECHNICAL AREAS. GOVERNMENT SECTOR MEMBERSHIP: MAY BE GRANTED TO AN INDIVIDUAL, WHO IS ELECTED, APPOINTED, OR AN EMPLOYEE OF A MUNICIPAL, STATE, OR FEDERAL GOVERNMENT AGENCY AND WHO HAS ATTAINED THE AGE OF 18 YEARS. NON-PROFIT MEMBERSHIP: MAY BE GRANTED TO A REPRESENTATIVE OF COMMUNITY, RELIGIOUS, SOCIAL SERVICES, OR AFFORDABLE HOUSING GROUPS, 19 YEARS OR OLDER, WHO HAVE DEMONSTRATED INTEREST IN MUTUAL HOUSING, OR WORKS ON BEHALF OF PEOPLE WHO NEED AFFORDABLE HOUSING, AND CAN SERVE AS ADVOCATES FOR THE ON-GOING PRODUCTION OF MUTUAL HOUSING. MEMBERS SHALL BE ENTITLED TO PARTICIPATE IN THE AFFAIRS OF THE ASSOCIATION AS PROVIDED BY THE BY-LAWS, AND THE CERTIFICATION OF INCORPORATION. FORM 990, PART VI, SECTION A, LINE 8B MINUTES ARE TAKEN FOR ALL BOARD OF DIRECTORS MEETINGS AND ARE REVIEWED AND APPROVED AT THE NEXT MEETING. AUTHORIZED COMMITTEES OF THE BOARD OF DIRECTORS REPORT TO AND MAKE PRESENTATIONS AT THE BOARD OF DIRECTOR MEETINGS OF THEIR RECOMMENDATIONS OR RESULTS OF THEIR MEETINGS THAT ARE RECORDED IN THE BOARD OF DIRECTORS MEETINGS. IF A COMMITTEE RECOMMENDS THAT AN ACTION SHOULD BE TAKEN, THE BOARD OF DIRECTORS VOTES IN ACCORDANCE WITH THE ORGANIZATION'S BY-LAWS WHETHER TO APPROVE OR NOT TO APPROVE THE RECOMMENDATION. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE PRESIDENT, TREASURER, EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE PRIOR TO FILING. A COPY OF THE FORM IS SUBSEQUENTLY MADE AVAILABLE AT A SUBSEQUENT BOARD OF DIRECTORS MEETING FOR MEMBERS OF THE BOARD TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS SIGN YEARLY CONFLICT OF INTEREST STATEMENTS AND RECUSE THEMSELVES FROM VOTING IF THERE IS A POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS INDUSTRY STANDARDS AND PERFORMANCE REVIEWS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE SCANNED AND MAINTAINED ON THE ORGANIZATION'S SERVER; COPIES PROVIDED UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 89,741. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 89,741. CONSULTANTS: PROGRAM SERVICE EXPENSES 37,397. MANAGEMENT AND GENERAL EXPENSES 17,983. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,380. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 1,237,870. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,237,870. FORM 990, PART XI, LINE 9: RIVER BREEZE 477,125. OTHER 165,580. 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