2021-11-09T20:13:45-06:00 2020-12-31 941250261 LINDQUIST VON HUSEN & JOYCE LLP 301 HOWARD STREET SUITE 850 SAN FRANCISCO CA 94105 990 2020-01-01 942741597 NON-PROFIT HOUSING ASSOCIATION OF NORTHERN CALIFORNIA NON- 4159898160 369 PINE STREET NO 350 SAN FRANCISCO CA 94104 AMIE FISHMAN EXECUTIVE DIRECTOR 4159898160 2021-11-09 1 AMIE FISHMAN 999009999 ALEXIS H WONG P00604756 4159579999 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z AMIE FISHMAN 369 PINE STREET SAN FRANCISCO CA 94104 2423909 0 X WWW.NONPROFITHOUSING.ORG X 1979 CA THE NON-PROFIT HOUSING ASSOCIATION OF NORTHERN CALIFORNIA(NPH) ACTIVATES OUR MEMBERS TO MAKE THE BAY AREA A PLACE WHERE EVERYONE HAS AN AFFORDABLE AND STABLE HOME. OUR MEMBERS REPRESENT THOUSANDS OF INDIVIDUALS AND ORGANIZATIONS, INCLUDING AFFORDABLE HOUSING DEVELOPERS, ADVOCATES, COMMUNITY LEADERS AND BUSINESSES. WE WORK TO SECURE RESOURCES, PROMOTE GOOD POLICY, EDUCATE THE PUBLIC, AND SUPPORT AFFORDABLE HOMES AS THE FOUNDATION FOR THRIVING INDIVIDUALS, FAMALIES, AND NEIGHBORHOODS.NPH SEES A FUTURE WHERE EVERYONE HAS A PLACE TO CALL HOME AND WHERE LOW-INCOME COMMUNITIES OF COLOR STAY AND PROSPER IN THE BAY AREA. WE ENVISION A DAY WHERE EVERYONE HAS ACCESS TO AN AFFORDABLE HOME-IMPROVING OUR HEALTH, OUR CHILDREN'S EDUCATIONAL OUTCOMES, OUR ENVIRONMENT, OUR TRANSIT SYSTEM, OUR REGIONAL COMPETITIVENESS, AND KEEPING THE BAY AREA DIVERSE AND EQUITABLE. 16 16 17 25 0 0 3587393 2056305 189771 224589 751 1570 -89289 81150 3688626 2363614 0 0 0 0 1168786 1609329 0 0 51006 904719 929761 2073505 2539090 1615121 -175476 3279226 3139101 161753 197104 3117473 2941997 X THE NON-PROFIT HOUSING ASSOCIATION OF NORTHERN CALIFORNIA IS THE COLLECTIVE VOICE OF THOSE WHO SUPPORT, BUILD AND FINANCE AFFORDABLE HOUSING. NPH PROMOTES THE PROVEN METHODS OF THE NON-PROFIT SECTOR AND FOCUSES GOVERNMENT POLICY ON HOUSING SOLUTIONS FOR LOWER INCOME PEOPLE WHO SUFFER DISPROPORTIONATELY FROM THE HOUSING CRISIS. 0 0 2172779 224589 NPH LEADS REGIONAL AND STATE POLICY, ADVOCACY AND CAMPAIGNS FOR AFFORDABLE HOUSING AND RACIAL AND ECONOMIC EQUITY, AND ADVANCES SOLUTIONS TO THE AFFORDABLE HOUSING CRISIS. NPH PROVIDES ESSENTIAL PROGRAMS AND TRAININGS TO STRENGTHEN THE AFFORDABLE HOUSING INDUSTRY AND MOVEMENT, INCLUDING COALITION BUILDING, PEER LEARNING AND NETWORKING OPPORTUNITIES, CULTIVATING BEST PRACTICES AND INNOVATION, AND ADVANCING RACIAL EQUITY AND INCLUSION IN OUR SECTOR. COVID RESPONSE & RECOVERYIN 2020, NPH MOBILIZED CONSTITUENTS FROM SAN FRANCISCO, THE BAY AREA AND THROUGHOUT CALIFORNIA TO CALL FOR SWEEPING RENT RELIEF IN ANY COVID-19 RELIEF PACKAGE AND CLASSIFYING AFFORDABLE HOUSING AS ESSENTIAL INFRASTRUCTURE IN FUTURE COVID-19 RECOVERY BILLS. NPH WAS SUCCESSFUL IN GAINING LAWMAKERS' ATTENTION, INCLUDING SPEAKER NANCY PELOSI, AND HELPING TO SPOTLIGHT AND ADVANCE THESE PRIORITIES. NPH ALSO BROUGHT THE SUPPORT OF THE BAY AREA AFFORDABLE HOUSING COMMUNITY TO EFFORTS BEING LED BY TENANT GROUPS FROM ACROSS THE STATE TO PUSH FOR AB 3088 (CHIU), WHICH CREATED THE NATION'S STRONGEST EVICTIONS PROTECTIONS IN RESPONSE TO THE PANDEMIC. NPH CONTINUED TO ADVANCE STATE LEGISLATIVE AND REGULATORY PRIORITIES WITH MEMBERS AND COALITION PARTNERS.AFFORDABLE HOUSING CAMPAIGNSALSO IN 2020, NPH BROUGHT TOGETHER RESIDENT SERVICES STAFF FROM ACROSS THE REGION FOR WORKSHOPS FOCUSING ON RESIDENT VOTER REGISTRATION IN THE ERA OF COVID-19, HOW TO ENCOURAGE VOTER TURNOUT AND LONG-TERM ADVOCACY OPPORTUNITIES VIA A PROFESSIONAL DEVELOPMENT SERIES CALLED COMMUNITY ADVOCACY AND VOTER ENGAGEMENT (CAVE). THROUGHOUT THE NINE BAY AREA COUNTIES, 27 NPH MEMBER ORGANIZATIONS AND 70 RESIDENT SERVICE STAFF PARTICIPATED TO GAIN A DEEPER KNOWLEDGE OF VOTER ENGAGEMENT AND ADVOCACY. WITH THE HELP OF OUR MEMBER ORGANIZATIONS, NPH DISTRIBUTED 75,000 PIECES OF VOTER EDUCATION COLLATERAL IN EIGHT DIFFERENT LANGUAGES ON VOTER REGISTRATION, VOTER RENEWAL AND THE 2020 VOTING PROCESS. NPH HELPED LEAD COALITION AND PARTNERSHIP EFFORTS TO SUPPORT OUR REGIONAL AGENCIES, ABAG AND MTC, TO ESTABLISH THE BAY AREA HOUSING FINANCE AUTHORITY (BAHFA) AND DEVELOP THE INITIAL PROGRAMMING. BAHFA IS THE OUTCOME OF SUCCESSFUL NPH-LED LEGISLATION IN 2019. NPH PUBLISHED THE ROAD AHEAD: A 21ST CENTURY HOUSING STRATEGY FOR THE SAN FRANCISCO BAY AREA, WHICH OUTLINES STEP-BY-STEP HOW BAHFA, AS PART OF THE METROPOLITAN TRANSPORTATION COMMISSION (MTC) AND THE ASSOCIATION OF BAY AREA GOVERNMENTS (ABAG), POSITIONS THESE AGENCIES TO MAKE MEANINGFUL CHANGES FOR OUR REGION TO LEAD US OUT OF THE HOUSING CRISIS AND TO A MORE EQUITABLE, THRIVING BAY AREA.PROGRAMS & TRAININGSDUE TO THE COVID PANDEMIC, NPH PIVOTED TO ALL VIRTUAL EVENTS DURING 2020, IN ORDER TO CONTINUE TO OFFER CRITICAL CAPACITY BUILDING OPPORTUNITIES THROUGH OUR ANNUAL CONFERENCE, PROGRAMS, AND TRAININGS. THE 2020 CONFERENCE BROUGHT TOGETHER NEARLY 1,000 MEMBERS AND SUPPORTERS TO DRILL DOWN ON TECHNICAL HOT TOPICS, COVID-19 IMPACTS ON AFFORDABLE HOUSING WORK, AND HOW OUR INDUSTRY CAN CENTER RACIAL JUSTICE IN OUR DAY-TO-DAY WORK. OUR RESIDENT SERVICES TRAINING SERIES ADDRESSED THE UNIQUE NEEDS OF RESIDENT SERVICES PROFESSIONALS WITH A FOUR-PART COACHING SERIES, PEER SHARING ON COVID-RESPONSE STRATEGIES, AND A TRAINING ON ENGAGING RESIDENTS IN THE CENSUS. OUR EMERGING LEADERS PEER NETWORK (ELPN) ORGANIZED SIX TRAININGS AND TWO NETWORKING VIRTUALLY, ENSURING THAT UP-AND-COMING AFFORDABLE HOUSING LEADERS HAVE THE TOOLS THEY NEED TO STRENGTHEN OUR INDUSTRY. AND OUR 2020 BROWN BAG WORKSHOPS OFFERED LEADERSHIP DEVELOPMENT OPPORTUNITIES AND COLLABORATIVE SESSIONS FOR AFFORDABLE HOUSING PROFESSIONALS ACROSS ALL SECTORS - PUBLIC, PRIVATE, AND NON-PROFIT - TO OVER 1,000 ATTENDEES.SHIFTING THE HOUSING NARRATIVENPH CONTINUED OUR WORK LEADING THE SHIFT THE NARRATIVE COLLABORATIVE (STN) IN 2020. STARTED IN 2018, NPH SERVES AS THE ANCHOR ORGANIZATION FOR OVER 18 COMMUNITY ORGANIZATIONS THROUGHOUT THE BAY AREA TO ASSESS, EVALUATE, RESEARCH AND IMPLEMENT THE MOST EFFECTIVE MESSAGING FRAMEWORKS TO ADVANCE HOUSING JUSTICE AND RACIAL JUSTICE. IN 2020, STN CREATED NEW MESSAGE GUIDES AND TOOLS, EXECUTED NEW RESEARCH, AND PRODUCED THE SEIZE THE NARRATIVE PLAYBOOK TO REACH AND SUPPORT MORE THAN 200 ORGANIZATIONS AND 400 INDIVIDUALS SPANNING MULTIPLE INDUSTRIES AND ISSUE AREAS TO ADVANCE HOUSING JUSTICE.ADVANCING RACIAL EQUITYIN 2018, BUILDING UPON PREVIOUS WORK, NPH LAUNCHED A RACIAL EQUITY AND INCLUSION INITIATIVE THAT INCLUDES COMPREHENSIVE PROGRAMMING FOR THE AFFORDABLE HOUSING INDUSTRY AND INTEGRATES RACIAL JUSTICE INTO OUR POLICY AND ADVOCACY CAMPAIGNS. SO FAR, OUR RACIAL EQUITY AND INCLUSION WORK HAS RECRUITED AND CULTIVATED NEW LEADERS OF COLOR INTO THE AFFORDABLE HOUSING DEVELOPMENT FIELD THROUGH OUR BAY AREA HOUSING INTERNSHIP PROGRAM (BAHIP); SUPPORTED AND UPLIFTED EMERGING LEADERS OF COLOR; ASSISTED MEMBER ORGANIZATIONS IN ADVANCING THEIR OWN RACIAL EQUITY ACTION PLANS; AND WORKED WITH OUR MEMBERS TO BUILD COALITIONS AND CAMPAIGNS THAT SHIFT CULTURE AND PRIORITIZE RACIAL JUSTICE. IN 2020, NPH CONTINUED THIS WORK AND LAID THE FOUNDATION FOR THE LEADERSHIP DEVELOPMENT TRAINING INSTITUTE, A NEW PROFESSIONAL DEVELOPMENT PROGRAM DESIGNED TO ADVANCE MID-CAREER MANAGERS OF COLOR TO SENIOR AND EXECUTIVE POSITIONS IN OUR INDUSTRY. NPH ALSO PREPARED TO LAUNCH OUR NEW RACIAL EQUITY RESOURCE LIBRARY IN JANUARY OF 2021, CREATED WITH THE GOAL TO ASSIST OUR MEMBERS AND OTHER SUPPORTERS AS THEY UNDERTAKE THE JOURNEY TOWARD EMBEDDING RACIAL JUSTICE WORK INTO THEIR ORGANIZATIONS. THE LIBRARY PROVIDES ACCESS TO THE MOST UP-TO-DATE RESOURCES ON RACIAL JUSTICE PRACTICES, INCLUDING TOOLS, BOOKS, REPORTS, ARTICLES, WEBSITES, VIDEOS, PODCASTS, AND CONSULTANTS. WE ALSO CONTINUED OUR BAHIP WORK - NPH PLACED THE 2020-2021 COHORT OF 11 INTERNS AT 11 HOST AGENCIES IN JUNE 2020 AND SUPPORTED THEIR YEAR-LONG PAID INTERNSHIP THROUGH MONTHLY COHORT TRAININGS, MENTORSHIP, AND LEADERSHIP DEVELOPMENT OPPORTUNITIES. 2172779 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 32 0 17 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 4159898160 369 PINE STREET SUITE 350 SAN FRANCISCO CA 94104 JOSHUA SIMON VICE PRESIDENT 10.00 X X 0 0 0 ANDY MADEIRA TREASURER 10.00 X X 0 0 0 KATIE LAMONT BOARD MEMBER 10.00 X 0 0 0 MATT HUERTA BOARD MEMBER 10.00 X 0 0 0 JANICE JENSEN PRESIDENT 10.00 X X 0 0 0 MATT SCHWARTZ BOARD MEMBER 10.00 X 0 0 0 CARLOS CASTELLANOS BOARD MEMBER 10.00 X 0 0 0 MARIANNE LIM SECRETARY 10.00 X 0 0 0 JACKY MORALES-FERRAND BOARD MEMBER 10.00 X 0 0 0 SMITHA SESHADRI BOARD MEMBER 10.00 X 0 0 0 KEVIN ZWICK BOARD MEMBER 10.00 X X 0 0 0 JOSEPH VILARREAL BOARD MEMBER 10.00 X 0 0 0 GEOFFREY MORGAN BOARD MEMBER 10.00 X 0 0 0 TOMIQUIA MOSS BOARD MEMBER 10.00 X 0 0 0 KARIM SULTAN BOARD MEMBER 10.00 X 0 0 0 LARRY FLORIN BOARD MEMBER 10.00 X 0 0 0 RANDY TSUDA BOARD MEMBER 10.00 X 0 0 0 AMIE FISHMAN EXECUTIVE DIRECTOR 40.00 X 182393 0 18562 JUSTIN R STARRETT DIR. OF ADVOCACY & COMM. E 40.00 X 152383 0 23150 PEGGY LEE DEPUTY DIRECTOR 36.00 X 118554 0 21269 PEDRO GALVAO POLICY DIRECTOR 40.00 X 125080 0 14305 ALINA HARWAY COMMUNICATIONS DIRECTOR 40.00 X 125080 0 15383 703490 0 92669 5 0 1 0 0 163480 495035 183900 1213890 2056305 REIMBURSEMENT INCOME 531390 147475 147475 PROGRAM FEES 531390 77114 77114 224589 1570 1570 141445 495035 60295 81150 81150 2363614 224589 0 82720 X 200955 150716 20096 30143 1101315 980048 115591 5676 49962 44786 5176 150161 131552 15687 2922 106936 93036 11148 2752 14590 12666 1924 19200 19200 419342 338889 80453 156942 134732 17886 4324 4558 4113 445 2349 2349 26524 24074 1960 490 2979 2476 402 101 COST SHARING 147475 147475 SUBGRANT 60000 60000 OFFICE EQUIPMENT 30601 20306 10117 178 DUES AND SUBSCRIPTIONS 11318 10649 669 33883 14912 14551 4420 2539090 2172779 315305 51006 1519007 1536401 317130 317130 936000 563250 127148 283469 38872 80049 181702 142926 22562 38776 318507 320026 3279226 3139101 132678 145454 29075 51650 161753 197104 X 918181 1466039 2199292 1475958 3117473 2941997 3279226 3139101 -175476 0 X X 0 1 X 1 0 X 1135436 1385270 1978329 3587393 2056305 10142733 1135436 1385270 1978329 3587393 2056305 10142733 2204020 7938713 744 769 1046 751 1570 4880 10147613 882593 0.78230 0.80650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2549220 2549220 277461 69365 0 0 210468 232563 253675 277461 974167 1461251 90858 90858 52617 58141 63419 69365 243542 365313 51961 51961 181702 142926 38776 38776 X 2226269 10130 -147475 -137345 2363614 0 2363614 2401745 10130 10130 2391615 147475 147475 2539090 PART X, LINE 2: NPH BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. NPH'S FEDERAL AND STATE INCOME TAX RETURNS FOR THE YEARS 2016 THROUGH 2019 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST SHARING -147,475. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST SHARING 147,475. CONFERENCE EVENT 438670 318510 120160 5799 36370 ANNUAL AWARDS EVENT 197810 176525 21285 0 18126 636480 495035 141445 5799 54496 60295 81150 X 0 0 0 0 0 0 0 0 0 AMIE FISHMAN EXECUTIVE DIRECTOR 182393 0 0 0 0 0 10981 0 7581 0 200955 0 0 0 JUSTIN R STARRETT DIR. OF ADVOCACY & COMM. E 152383 0 0 0 0 0 9600 0 13550 0 175533 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FINANCE COMMITTEE, EXECUTIVE DIRECTOR AND MANAGEMENT TEAM REVIEW THE ANNUAL AUDIT AND 990 FORM UPON ITS COMPLETION FROM THE AUDITING FIRM. ONCE THE FINANCE COMMITEE AND MANAGEMENT HAVE REVIEWED THE AUDIT AND 990 FORM, THE DOCUMENTS ARE PRESENTED AT THE BOARD MEETING AND PASSED BY A BOARD RESOLUTION. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR AND BOARD PRESIDENT WORK TOGETHER TO MONITOR AND VET ANY CONFLICTS OF INTEREST IF THEY OCCUR. NPH EMPLOYEES ARE COVERED UNDER THE ORGANIZATIONS POLICY. VIOLATIONS OF THIS POLICY SHALL BE SUBJECT TO DISCIPLINARY ACTION, INCLUDING POSSIBLE DISCHARGE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTOR'S CONDUCTS THE EXECUTIVE DIRECTOR'S ANNUAL REVIEW AND CORRESPONDING SALARY INCREASE. THE BOARD DOES A BENCH MARK STUDY TO ENSURE THAT THE EXECUTIVE DIRECTOR'S SALARY IS IN LINE WITH OTHER DIRECTOR SALARIES SERVING COMPARABLE ORGANIZATIONS. GUIDESTAR IS USED TO RESEARCH EXECUTIVE DIRECTOR SALARIES ALONG WITH INQUIRIES MADE BY THE BOARD OF DIRECTORS TO OTHER ORGANIZATIONS SIMILAR TO NPH (SOUTHERN CALIFORNIA NPH, SPUR, GREENBELT) FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 338,889. MANAGEMENT AND GENERAL EXPENSES 80,453. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 419,342. FORM 990, PART XII LINE 2C THERE IS NO CHANGE IN THE OVERSIGHT AND SELECTION PROCESS. NPH ACTION FUND 369 PINE STREET SUITE 350 SAN FRANCISCO CA 94101 833147694 ADVOCACY CA 501(C)(4) THE NON-PROFIT HOUSING ASSOCIATION OF NORTHERN CALIFORNIA 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0