2019-03-29T12:41:09-05:00 2018-06-30 941341042 FRANK RIMERMAN & CO LLP 60 S MARKET STREET SUITE 500 SAN JOSE CA 95113 990 2017-07-01 770458221 HOUSING CHOICES COALITION FOR PERSONS WITH DEVELOPMENTAL DISABILITIES INC HOUS 4084985777 6203 SAN IGNACIO AVE SUITE 108 SAN JOSE CA 95119 JANETTE E STOKLEY EXECUTIVE DIRECTOR 4084985777 2019-03-20 1 PRERNA JAGADA P01063809 4082795566 2019-03-20 64.106.248.164 2019-03-20 09:17:24 PD P 385AD98FD00449C556D1DFC2CA7C77484967EC0C 385AD98FD00449C556D1DFC2CA7C77484967EC0C 2017 2019-02-21 02:37:17Z X JANETTE E STOKLEY 6203 SAN IGNACIO AVE SUITE 108 SAN JOSE CA 95119 3418149 0 X WWW.HOUSINGCHOICES.ORG X 1997 CA TO PROVIDE HOUSING OPTIONS FOR PEOPLE WITH DEVELOPMENTAL AND OTHER DISABILITIES. 11 11 46 13 0 0 28709 181793 2539624 3235758 42 598 0 0 2568375 3418149 0 0 0 0 1794067 2392217 0 0 15644 473641 507183 2267708 2899400 300667 518749 1406850 1916645 199587 190633 1207263 1726012 X TO ENHANCE THE LIVES OF PEOPLE WITH DEVELOPMENTAL AND OTHER DISABILITIES BY CREATING QUALITY, AFFORDABLE HOUSING OPTIONS. 0 0 1583033 1958909 HOUSING ACCESS:INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TURN TO THE ORGANIZATION FOR HELP IN NAVIGATING THE COMPLEX MAZE OF AFFORDABLE RENTAL HOUSING PROVIDED BY MULTIPLE ORGANIZATIONS WITH INDEPENDENT WAITLISTS AND DIFFERENT ELIGIBILITY RULES AND PROCEDURES. SINCE 2002, THE ORGANIZATION HAS PROVIDED INDIVIDUAL HOUSING ADVICE TO PEOPLE WITH DEVELOPMENTAL DISABILITIES AND HAS WORKED TO MOVE INDIVIDUALS INTO AFFORDABLE RENTAL HOUSING. 685985 882045 HOUSING STABILITY:THE ORGANIZATION PROMOTES INDIVIDUAL HOUSING STABILITY AND SAFEGUARDS THE LONG-TERM AVAILABILITY OF RENTAL UNITS AT PARTNER PROPERTIES BY PROVIDING ONSITE RESIDENT SUPPORT SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. THE ORGANIZATION HELPS THESE RESIDENTS UNDERSTAND AND COMPLY WITH LEASE TERMS AND PROPERTY RULES, AND PREVENTS EVICTIONS BY RESOLVING PROBLEMS WITH NEIGHBORS, ROOMMATES, AND PROPERTY MANAGERS. THE ORGANIZATION SPONSORS REGULAR WORKSHOPS AND SOCIAL EVENTS FOR RESIDENTS TO FOSTER LEADERSHIP AND CREATE SUPPORTIVE COMMUNITIES OF FRIENDS AND NEIGHBORS. 221617 240816 HOUSING DEVELOPMENT:THE ORGANIZATION ADVOCATES WITH LOCAL JURISDICTIONS AND DEVELOPERS OF AFFORDABLE HOUSING TO DESIGNATE A PERCENTAGE OF HOUSING UNITS FOR RENT TO PEOPLE WITH DEVELOPMENTAL DISABILITIES. 116058 153988 HOUSING FIRST CASE MANAGEMENT FOR HOMELESS PEOPLE WITH DEVELOPMENTAL DISABILTIES:IN FISCAL YEAR 2018, THE ORGANIZATION ASSISTED A SMALL, BUT GROWING, CASELOAD OF HOMELESS PEOPLE WITH DEVELOPMENTAL DISABILITIES TO REMAIN SAFE, HELP THEM ACCESS EMERGENCY HOUSING AND OTHER COMMUNITY RESOURCES, AND APPLY FOR PERMANENT SUPPORTIVE HOUSING. THE ORGANIZATION IS A MEMBER OF THE COUNTY OF SANTA CLARA'S CONTINUUM OF CARE SYSTEM, A COORDINATED EFFORT TO HELP HOMELESS PEOPLE WITH DISABILITIES OBTAIN PERMANENT SUPPORTIVE HOUSING. 18339 OTHER PROGRAMS (AKERS, FUNDRAISING, AND NAVEGADOR DE VIVIENDA PROJECT FUND): 134397 153988 2625032 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 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 0 0 0 0 0 0 1 11 0 46 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X JANETTE E STOKLEY 4087132613 6203 SAN IGNACIO AVE SUITE 108 SAN JOSE CA 95119 SAM DENNIS BOARD CHAIR 5.00 X X 0 0 0 RON SOTO VICE CHAIR 3.00 X X 0 0 0 KATHY WEITSMAN SECRETARY 2.00 X X 0 0 0 DAVID POPE TREASURER 3.00 X X 0 0 0 ANDREA VAN DEN HAAK BOARD MEMBER 1.00 X 0 0 0 RICK DILL BOARD MEMBER 1.00 X 0 0 0 MICHAEL OJEDA BOARD MEMBER 1.00 X 0 0 0 LINDA SIINO BOARD MEMBER 1.00 X 0 0 0 TODD MARANS BOARD MEMBER 1.00 X 0 0 0 SEAN STREBEL BOARD MEMBER 1.00 X 0 0 0 WAYNE JASPER BOARD MEMBER 1.00 X 0 0 0 JANETTE STOKLEY EXECUTIVE DIRECTOR 40.00 X 112467 0 18352 112467 0 18352 1 0 0 0 0 181793 181793 HOUSING ACCESS 531110 1958909 1958909 HOUSING STABILITY 531110 882045 882045 HOUSING DEVELOPMENT 531110 240816 240816 HOUSING MANAGEMENT 531110 153988 153988 3235758 598 598 3418149 3235758 0 598 130664 94121 34682 1861 1826343 1715313 111030 271607 252465 19103 39 163603 151088 12385 130 41700 333 41367 116547 94100 22447 737 680 57 59914 57184 2082 648 13200 12839 359 2 184082 181978 2093 11 25121 24365 750 6 25975 11544 1486 12945 4849 4536 311 2 13209 2874 10335 REPAIRS AND MAINTENANCE 12705 12567 138 TRAINING 5410 5311 99 BAD DEBT EXPENSE 3734 3734 2899400 2625032 258724 15644 743203 384311 241787 951633 244222 406832 72434 52035 75813 56527 20489 19286 84715 102548 1406850 1916645 192750 183446 6837 7187 199587 190633 X 1204080 1593928 1188 130089 1995 1995 1207263 1726012 1406850 1916645 518749 0 X X 0 1 X 1 0 X 28385 33854 52764 28709 181793 325505 27173 27673 28179 28694 29218 140937 55558 61527 80943 57403 211011 466442 15641 450801 233 131 50 42 598 1054 463 463 467959 9985647 0.96330 0.94590 X 40174 38398 1776 35639 18129 17510 19286 OFFICE LEASE SECURITY DEPOSITS 10667 FUNDED RESERVES 91881 102548 TENANT SECURITY DEPOSITS 7187 7187 X 3498967 80818 80818 3418149 0 3418149 2980218 80818 80818 2899400 0 2899400 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE), AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE, AND FROM CALIFORNIA INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ALTHOUGH THE ORGANIZATION IS RECOGNIZED AS TAX EXEMPT, IT IS STILL LIABLE FOR INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME (UBTI). THERE WAS NO TAX LIABILITY RELATING TO UBTI AT JUNE 30, 2018 OR 2017. THE ORGANIZATION APPLIES THE PROVISIONS SET FORTH IN FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC TOPIC 740, INCOME TAXES, TO ACCOUNT FOR THE UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION ASSESSED ALL INCOME TAX POSITIONS TAKEN WHERE THE STATUTE OF LIMITATIONS REMAINED OPEN. EXAMPLES OF THESE TAX POSITIONS INCLUDE THE ORGANIZATION'S TAX-EXEMPT STATUS AND POTENTIAL SOURCES OF UBTI. THE ORGANIZATION BELIEVES THAT ITS TAX FILING POSITIONS WILL BE SUSTAINED UPON TAX EXAMINATIONS; THEREFORE, NO LIABILITY FOR UNRECOGNIZED INCOME TAX BENEFITS HAS BEEN RECORDED AT JUNE 30, 2018 OR 2017. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990) IS SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS AFTER IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN IS SUBJECT TO EXAMINATION, GENERALLY FOR FOUR YEARS AFTER IT IS FILED WITH THE FRANCHISE TAX BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE FINANCE COMMITTEE AND THEN PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BYLAWS INCLUDE A PROVISION REGARDING "SELF-DEALING". THE LANGUAGE COVERS THE BASIC INTENT OF A CONFLICT OF INTEREST POLICY. A MORE COMPREHENSIVE CONFLICT OF INTEREST POLICY, INCLUDING PROCEDURES FOR DISCLOSING INTERESTED RELATIONSHIPS WAS ADOPTED BY THE BOARD DURING FISCAL YEAR 2012-2013. THE POLICY INCLUDES AN ANNUAL PROCESS IN WHICH EMPLOYEES AND DIRECTORS CAN DISCLOSE THEIR POSSIBLE CONFLICTS OF INTERESTS. AFTER THE DISCLOSURE IS MADE, THE BOARD WILL DISCUSS AND VOTE ON THE CONFLICT AND DETERMINE IF THE INTERESTED PARTY SHOULD BE PRECLUDED FROM PARTICIPATING IN CERTAIN DISCUSSIONS OR ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 15 FOR ALL COMPENSATION IN THE ORGANIZATION, INCLUDING THE EXECUTIVE DIRECTOR, HCC DOES A SURVEY ANALYSIS THROUGH THE REVIEW OF SIMILAR ORGANIZATIONS' SALARY STRUCTURES AND THE COMPENSATION AND BENEFITS SURVEY OF NORTHERN CALIFORNIA NONPROFIT ORGANIZATIONS PUT OUT BY THE CENTER FOR NONPROFIT MANAGEMENT. FOR THE EXECUTIVE DIRECTOR'S SALARY, IT IS FIRST REVIEWED BY THE BOARD'S EXECUTIVE COMMITTEE AND THEN BROUGHT TO THE FULL BOARD. THE SALARY IS REVIEWED ON AN ANNUAL BASIS, OR AS THE ECONOMY ALLOWS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.