HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY (EIN 94-3395945)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-14
- IRS object ID
- 202001979349300005
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T23:37:49-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943119928 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOCKER KRISTOFFERSON AND CO CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 S EL CAMINO REAL506 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943395945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSING LEADERSHIP COUNCIL | BusinessNameLine1Txt |
| Business Name Line2 | OF SAN MATEO COUNTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 6502421764 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2905 S EL CAMINO REAL | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVELYN STIVERS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6502421764 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIANNE KRISTOFFERSON CPA | PreparerPersonNm |
| PTIN | P00024506 | PTIN |
| Phone | 6505745000 | PhoneNum |
| Preparation | 2020-07-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.169.2.92 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-13 | IPDt |
| IP Tm | 20:28:03 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 155E457ECC1B7FC5BDA44656353FA2F4C97BBAEF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 77E3E0B26D6E2E1B8E3270E3A14B145AAC54DEBF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EVELYN STIVERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2905 S EL CAMINO REAL | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $716,239 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HLCSMC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO WORK WITH COMMUNITIES AND THEIR LEADERS TO PRODUCE AND PRESERVE QUALITY AFFORDABLE HOMES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $428,038 | PYContributionsGrantsAmt |
| CY Contributions Grants | $679,132 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,762 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,106 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13 | PYInvestmentIncomeAmt |
| CY Investment Income | $47 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$12,311 | PYOtherRevenueAmt |
| CY Other Revenue | -$12,625 | CYOtherRevenueAmt |
| PY Total Revenue | $429,502 | PYTotalRevenueAmt |
| CY Total Revenue | $692,660 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $393,865 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $488,410 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $69,706 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $78,528 | PYOtherExpensesAmt |
| CY Other Expenses | $107,958 | CYOtherExpensesAmt |
| PY Total Expenses | $472,393 | PYTotalExpensesAmt |
| CY Total Expenses | $596,368 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$42,891 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $96,292 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $187,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $299,852 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $60,487 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $76,946 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $126,614 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $222,906 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO WORK WITH COMMUNITIES AND THEIR LEADERS TO PRODUCE AND PRESERVE QUALITY AFFORDABLE HOMES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $130,927 | ExpenseAmt |
| Revenue | $26,106 | RevenueAmt |
| Desc | PROGRAM: HOUSING EDUCATIONIN OCTOBER 2018, THE HOUSING LEADERSHIP COUNCIL (HLC) HOSTED ITS ANNUAL HOUSING LEADERSHIP DAY CONFERENCE, WHICH BRINGS TOGETHER LOCAL ELECTED OFFICIALS, CITY STAFF AND PLANNERS, DEVELOPERS, COMMUNITY ORGANIZATIONS, AND FINANCE INSTITUTIONS TOGETHER TO DESIGN AND REFINE THE SOLUTIONS TO THE HOUSING SHORTAGE. THE THEME WAS EQUITY AND INCLUSION, SO PANELS AND WORKSHOPS FOCUSED ON THE INTERSECTION BETWEEN THE TWO. WE HIGHLIGHTED THE MANY LOCAL INITIATIVES AND ACTIONS TAKING PLACE ALL OVER THE COUNTY TO ADDRESS THE HOUSING CRISIS AND HOW WE CAN ENSURE THAT DISADVANTAGED COMMUNITIES LIKE THE MENTALLY AND PHYSICALLY DISABLED, SENIORS, LOW-WAGE WORKERS, AND PEOPLE OF COLOOR ARE INVOLVED IN DESIGNING ITS SOLUTIONS. CLOSE TO 275 STAKEHOLDERS FROM ACROSS SAN MATEO COUNTY CAME TOGETHER TO LEARN HOW WE CAN ADVANCE EQUITY IN OUR COMMUNITIES TO MAKE IT A PLACE FOR ALL PEOPLE TO THRIVE. HLC ALSO CONVENED AFFORDABLE HOUSING WEEK 2019, A YEARLY, WEEK-LONG SERIES OF EVENTS THAT HIGHLIGHTS THE MANY INITIATIVES TAKING PLACE THROUGHOUT SAN MATEO COUNTY THAT ADDRESS THE HOUSING CRISIS AND PROVIDES OPPORTUNITY FOR PEOPLE TO NETWORK, CONNECT, AND COLLABORATE. HLC'S MAIN EVENT FOCUSED ON THE THEME "THE TIME IS NOW", IN WHICH OVER 800 ATTENDEES GAINED INSIGHT FROM AN EXPERT PANEL DISCUSSION ON STATE BILLS, FUNDRAISING FOR HOMELESSNESS PREVENTION, CELEBRATING GROUNDBREAKINGS, TOURING AFFORDABLE HOUSING SITES, AND LEARNING WHAT DIFFERENT SAN MATEO COUNTY LEADERS ARE DOING FOR COMMUNITIES IN NEED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $142,472 | ExpenseAmt |
| Desc | PROGRAM: PUBLIC LAND FOR PUBLIC GOODHLC'S PUBLIC LAND FOR PUBLIC GOOD PROGRAM CONVENES LOCAL COMMUNITY ORGANIZATIONS TO DEVELOPSTRATEGIES THAT PRESSURE LOCAL JURISDICTIONS TO USE THEIR UNDERUTILIZED PUBLIC LAND PARCELS FOR THECREATION OF AFFORDABLE HOUSING. HOUSING IS CURRENTLY THE MAIN SETBACK THAT MANY COMMUNITIES INSAN MATEO COUNTY FACE, AND PUBLIC AGENCIES, THAT WORK FOR THE COMMUNITY, SHOULD HELP ADDRESSTHE SETBACK BY USING THEIR PUBLIC LAND FOR THE BENEFIT OF THOSE THAT NEED IT MOST.IN THE 2018-2019 FISCAL YEAR, HLC PARTNERED WITH LEGAL SERVICES AND PUBLIC INTEREST ORGANIZATIONSTO ORGANIZE SUPPORT FOR CALTRAIN TO ADOPT A POLICY THAT PRIORITIZES HOUSING ON ALL OF ITS SITES, THUS CREATING MUCH-NEEDED HOUSING IN THE MAIN PUBLIC TRANSIT HUBS IN SAN MATEO COUNTY. OUR ACTIONSPROVIDED INCENTIVE FOR CALTRAIN TO FINALLY PASS A SYSTEM-WIDE AFFORDABLE HOUSING POLICY, AS WEHAVE BEEN DEMANDING FOR YEARS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $142,472 | ExpenseAmt |
| Desc | PROGRAM: FUNDING FOR AFFORDABLE HOUSINGHLC ORGANIZES SUPPORT FOR MORE LOCAL FUNDING FOR AFFORDABLE HOUSING. FEDERAL FUNDS FOR HOUSINGARE PROJECTED TO DECREASE, SO HLC WORKS TO EDUCATE OUR LOCAL LEADERS ABOUT THE NEED FOR MOREFUNDS FOR HOUSING AND THE MANY PROPOSALS THAT COULD TAKE SHAPE WITH THE PROMISE OF FUNDING.ONE OF THE LARGEST CAMPAIGNS FOR THE 2018-2019 FISCAL YEAR WAS ADVOCATING FOR MEASURE K INSAN MATEO COUNTY. MEASURE K FUNDS HELPED LEVERAGE AND EXPAND THE REACH OF NOT ONLY FEDERALCOMMUNITY DEVELOPMENT BLOCK GRANT AND HOME SUBSIDIES, BUT ALSO OTHER AFFORDABLE HOUSINGFUND SOURCES, INCLUDING FUNDING FROM CITIES, AND OTHER STATE AND FEDERAL FUNDS. HLC HELPED PASSTHE BALLOT MEASURE IN NOVEMBER 2018 BUT WITHOUT THE SUPPORT OF THE COUNTY MANAGER. HLCCONTINUES TO MAKE THE CASE EVERY YEAR FOR MEASURE K FUNDING. WE UTILIZE A STRATEGY THATINCLUDES AN ANNUAL REPORT, AN ORGANIZING EFFORT, WORKING WITH THE MEDIA, AND LOBBYING. THIS EFFORTWAS SUPPORTED BY A CONSULTANT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $415,871 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL ROBERTS | PersonNm |
| Phone | 2076710015 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1128 CHANNING WAY | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94702 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ANDREA OSGOOD | ||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL LANE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL KRUPKA | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FIONA HSU | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| XIOMARA CISNEROS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAMELA DORR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD HEDGES | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SERENA IP | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN LIOTTI | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANGELICA RESENDEZ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL RING | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN TASTOR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MEG MCGRAW-SCHERER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH COLE | ||||||
| BOARD MEMBER AND EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EVELYN STIVERS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $102,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $102,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $9,526 | MembershipDuesAmt |
| Fundraising | $158,550 | FundraisingAmt |
| All Other Contributions | $511,056 | AllOtherContributionsAmt |
| Total Contributions | $679,132 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEART OF SAN MATEO COU | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $26,106 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,106 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,106 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47 | TotalRevenueColumnAmt |
| Exclusion | $47 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $10,954 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $158,550 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $23,579 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,625 | TotalRevenueColumnAmt |
| Exclusion | -$12,625 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $692,660 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,106 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$12,578 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,000 | TotalAmt |
| Program Services | $40,800 | ProgramServicesAmt |
| Management And General | $30,600 | ManagementAndGeneralAmt |
| Fundraising | $30,600 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,815 | TotalAmt |
| Program Services | $242,949 | ProgramServicesAmt |
| Management And General | $58,113 | ManagementAndGeneralAmt |
| Fundraising | $24,753 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,928 | TotalAmt |
| Program Services | $12,313 | ProgramServicesAmt |
| Management And General | $8,158 | ManagementAndGeneralAmt |
| Fundraising | $3,457 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,667 | TotalAmt |
| Program Services | $24,746 | ProgramServicesAmt |
| Management And General | $7,338 | ManagementAndGeneralAmt |
| Fundraising | $4,583 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,356 | TotalAmt |
| Program Services | $3,268 | ProgramServicesAmt |
| Management And General | $544 | ManagementAndGeneralAmt |
| Fundraising | $544 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,003 | TotalAmt |
| Program Services | $42,003 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,125 | TotalAmt |
| Program Services | $5,125 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,550 | TotalAmt |
| Program Services | $1,162 | ProgramServicesAmt |
| Management And General | $233 | ManagementAndGeneralAmt |
| Fundraising | $155 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,238 | TotalAmt |
| Program Services | $7,678 | ProgramServicesAmt |
| Management And General | $1,536 | ManagementAndGeneralAmt |
| Fundraising | $1,024 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,642 | TotalAmt |
| Program Services | $4,642 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,003 | TotalAmt |
| Program Services | $3,002 | ProgramServicesAmt |
| Management And General | $601 | ManagementAndGeneralAmt |
| Fundraising | $400 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PERSONNEL VACATION | $11,244 | $8,433 | $1,687 | $1,124 |
| PRINTING AND REPRODUCTI | $4,905 | $3,678 | $736 | $491 |
| COMMUNICATION | $4,615 | $4,615 | ||
| WORKSHOP/CONFERENCE/TRA | $4,582 | $4,267 | $315 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,695 | TotalAmt |
| Program Services | $7,190 | ProgramServicesAmt |
| Management And General | $1,245 | ManagementAndGeneralAmt |
| Fundraising | $2,260 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,368 | TotalAmt |
| Program Services | $415,871 | ProgramServicesAmt |
| Management And General | $110,791 | ManagementAndGeneralAmt |
| Fundraising | $69,706 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,082 | BOYAmt |
| EOY | $163,372 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,013 | BOYAmt |
| EOY | $100,060 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,792 | BOYAmt |
| EOY | $29,206 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,214 | BOYAmt |
| EOY | $2,214 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $50,768 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,768 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,101 | BOYAmt |
| EOY | $299,852 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,998 | BOYAmt |
| EOY | $18,463 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,650 | BOYAmt |
| EOY | $33,150 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,839 | BOYAmt |
| EOY | $25,333 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,487 | BOYAmt |
| EOY | $76,946 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,614 | BOYAmt |
| EOY | $109,118 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,000 | BOYAmt |
| EOY | $113,788 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,614 | BOYAmt |
| EOY | $222,906 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,101 | BOYAmt |
| EOY | $299,852 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $96,292 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $589,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $404,962 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $238,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $287,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $520,581 | CurrentTaxYearAmt |
| Total | $2,040,760 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $589,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $404,962 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $238,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $287,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $520,581 | CurrentTaxYearAmt |
| Total | $2,040,760 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $356,478 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,684,282 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $13 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47 | CurrentTaxYearAmt |
| Total | $60 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,979 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $112,096 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $204,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $168,862 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $195,610 | CurrentTaxYearAmt |
| Total | $738,505 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,779,325 | TotalSupportAmt |
| Public Support CY170 | 0.60600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,768 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,768 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| VACATION PAYABLE | $19,002 |
| PAYROLL LIABILITIES | $5,528 |
| VANGUARD 403B PAYABLE | $803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $25,333 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AFFORDABLE HOUSING WEEK | Event1Nm |
| Gross Receipts Event1 | $85,517 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $83,250 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $2,267 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,071 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $5,401 | OtherDirectExpensesEvent1Amt |
| Event2 | HOUSING LEADERSHIP DAY CONFERENCE | Event2Nm |
| Gross Receipts Event2 | $83,987 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $75,300 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,687 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $8,811 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $4,296 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $169,504 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $158,550 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $10,954 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $13,882 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,697 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $23,579 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$12,625 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE WILL REVIEW THE FORM 990 THEN FORWARD TO THE BOARD OF DIRECTORS FOR ACCEPTANCE. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST, WHICH IS THEN RECORDED IN THE MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS REVIEWED ANNUALLY FOR THE EXECUTIVE DIRECTOR BY THE GOVERNANCE/EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD BASED ON THE DATA FROM THE CENTER OF NONPROFIT MANAGEMENT ANNUAL COMPENSATION AND BENEFITS SURVEY. COMPENSATION OF OTHER OFFICERS AND EMPLOYEES ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND GOVERNANCE COMMITTEE BEFORE SUBMISSION TO THE BOARD FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Comments