HOUSING TRUST SILICON VALLEY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HOUSING TRUST SILICON VALLEY (EIN 77-0545135)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-04-23
- IRS object ID
- 201821139349300227
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-23T12:27:18-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941250261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDQUIST VON HUSEN & JOYCE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 NEW MONTGOMERY STREET 11TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770545135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSING TRUST SILICON VALLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 4084363450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 S MARKET ST NO 610 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN ZWICK | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4084363450 | PhoneNum |
| Signature | 2018-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXIS H WONG | PreparerPersonNm |
| PTIN | P00604756 | PTIN |
| Phone | 4159579999 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.185.144.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-23 | IPDt |
| IP Tm | 10:27:07 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6CB7EBB3AEA98B6F4E21E828A360FC07F440F679 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E39559B10FBD7E0F0C8332019CEC93402DFB0C32 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN ZWICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 S MARKET ST NO 610 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,943,276 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOUSINGTRUSTSV.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | HOUSING TRUST IS LEADING THE EFFORT TO CREATE A STRONG AFFORDABLE HOUSING MARKET IN THE GREATER BAY AREA. WE ASSIST A WIDE RANGE OF RESIDENTS FROM THOSE EXPERIENCING HOMELESSNESS TO RENTERS TO FIRST-TIME HOMEBUYERS. HOUSING TRUST ACCOMPLISHES THIS THROUGH LENDING TO DEVELOPERS WHO ARE CREATING AND PRESERVING AFFORDABLE RENTAL HOUSING AND VIA DOWN PAYMENT ASSISTANCE TO FIRST TIME HOMEBUYERS AS WELL AS GRANTS TO OTHER INDIVIDUALS AND ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,414,477 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,137,030 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $723,689 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,171,193 | CYProgramServiceRevenueAmt |
| PY Investment Income | $832,125 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,321,038 | CYInvestmentIncomeAmt |
| PY Other Revenue | $171,698 | PYOtherRevenueAmt |
| CY Other Revenue | $238,033 | CYOtherRevenueAmt |
| PY Total Revenue | $16,141,989 | PYTotalRevenueAmt |
| CY Total Revenue | $10,867,294 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $654,681 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,423,236 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,966,862 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,061,192 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $258,937 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $775,673 | PYOtherExpensesAmt |
| CY Other Expenses | $981,390 | CYOtherExpensesAmt |
| PY Total Expenses | $3,397,216 | PYTotalExpensesAmt |
| CY Total Expenses | $4,465,818 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,744,773 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,401,476 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $72,137,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $100,173,849 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,521,639 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $41,437,914 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $52,615,572 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $58,735,935 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF HOUSING TRUST SILICON VALLEY IS TO MAKE BAY AREA A MORE AFFORDABLE PLACE TO LIVE. WE MAKE LOANS AND GRANTS TO INCREASE THE SUPPLY OF AFFORDABLE HOUSING, ASSIST FIRST-TIME HOMEBUYERS, PREVENT HOMELESSNESS AND STABILIZE NEIGHBORHOODS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $1,000,320 | ExpenseAmt |
| Grant | $6,100 | GrantAmt |
| Revenue | $736,350 | RevenueAmt |
| Desc | AFFORDABLE MULTI-FAMILY RENTAL PROGRAM - THE PROGRAM IS DESIGNED TO HELP CREATE AFFORDABLE MULTI-FAMILY RENTAL HOUSING UNITS IN COMMUNITIES THROUGHOUT THE 13-COUNTY GREATER BAY AREA THROUGH GRANTS AND LOANS TO QUALIFIED DEVELOPERS OF AFFORDABLE MULTI-FAMILY RENTAL HOUSING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $887,786 | ExpenseAmt |
| Grant | $825,276 | GrantAmt |
| Revenue | $15,419 | RevenueAmt |
| Desc | OUR SAFETY NET AND HOMELESS PREVENTION PROGRAMS - LOANS & GRANTS TO REHABILATE AND PRESERVE FACILITIES THAT SERVE THE HOMELESS AND TO INDIVIDUALS EMERGING FROM HOMELESSNESS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $263,954 | ExpenseAmt |
| Revenue | $214,155 | RevenueAmt |
| Desc | HOUSING TRUST PROVIDES OUT SOURCED ADMINISTRATION, ADVISORY AND LOAN ADMINISTRATION SERVICES TO CITIES AND COUNTIES ON A FEE FOR SERVICE BASIS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,356,987 | ExpenseAmt |
| Grant | $591,860 | GrantAmt |
| Revenue | $205,269 | RevenueAmt |
| Desc | NEIGHBORHOOD STABILIZATION AND FORECLOSURE MITIGATION PROGRAMS - HOUSING TRUST WAS AWARDED $25,000,000 IN NSP 2 GRANT FUNDS FROM HUD IN 2010. LEADING THE SAN JOSE CONSORTIUM, HOUSING TRUST GRANTED FUNDS TO SUB-RECIPIENT, CITY OF SAN JOSE, FOR THE ACQUISITION AND REHABILITATION OF FORECLOSED AND ABANDONED HOMES FOR RESALE TO LOW AND MODERATE INCOME HOUSEHOLDS. IN ADDITION HOUSING TRUST PROVIDED INFORMATION AND REFERRAL SERVICES TO ASSIST FAMILIES IMPACTED BY FORECLOSURE NAVIGATE THROUGH THE FORECLOSURE PROCESS. SERVICES PROVIDED INCLUDE PREVENTION, INTERVENTION AND FAMILY RE-STABILIZATION.ADVOCACY AND POLICY - HOUSING TRUST WORKED ON THE SUCESSFUL CAMPAIGN TO PASS MEASURE A FOR AFFORDABLE HOUSING IN SANTA CLARA COUNTY IN NOVEMBER 2016. THE SUCCESS OF THIS MEASURE WILL LEAD TO CREATION OF SIGNIFICANT HOUSING FOR EXTREMELY LOW INCOME AND HOMELESS POPULATIONS IN THE COMING YEARS. HOMEBUYER PROGRAMS-HOUSING TRUST OFFERS DOWN PAYMENT ASSISTANCE LOANS TO FIRST-TIME HOMEBUYERS, AND EDUCATION AND COUNSELING TO HOPEFUL HOMEBUYERS. HOUSING TRUST CURRENTLY OFFERS A GAP ASSISTANCE PROGRAM TO HELP QUALIFIED HOMEBUYERS IN SILICON VALLEY WITH A DEFERRED SECOND MORTGAGE THAT COULD SERVE AS A DOWN PAYMENT. HOUSING TRUST ALSO ADMINISTERS THE CITY OF SANTA CLARA'S BELOW MARKET PROGRAM, FACILITATING THE SALE OF BELOW MARKET OWNERSHIP TO QUALIFIED BUYERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,356,987 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $591,860 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $205,269 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,509,047 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 24 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | 0 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4084363450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 S MARKET STREET STE 610 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| AMANDA MONTEZ | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ART FATUM | |||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CANDICE GONZALEZ | |||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GEORGE BROWN | |||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HILDA RAMIREZ | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HON ASH KALRA | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HON STEVE TATE | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN BARTON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN PAUL BRUNO | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN KING | |||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LORENA MENDEZ-QUEZADA | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARY CHANDLER | |||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RACHEL COLTON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHILOH BALLARD | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG ROBINSON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOE ANZALONE | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATIA KAMANGAR | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THANG DO | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE MAHOWALD | |||||||
| CFO | 40.00 | 0.00 | $138,308 | $0 | $3,707 | Yes (X) | |
| JAMES MATHER | |||||||
| CLO | 40.00 | 0.00 | $122,260 | $0 | $26,444 | Yes (X) | |
| SANDRA MURILLO | |||||||
| COO | 40.00 | 0.00 | $110,976 | $0 | $8,363 | Yes (X) | |
| KEVIN ZWICK | |||||||
| CEO | 40.00 | 0.00 | $227,107 | $0 | $23,605 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $598,651 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $62,119 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $6,729,435 | GovernmentGrantsAmt |
| All Other Contributions | $1,407,595 | AllOtherContributionsAmt |
| Noncash Contributions | $508,287 | NoncashContributionsAmt |
| Total Contributions | $8,137,030 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICE FEE | 531390 | $1,106,193 | $1,106,193 |
| OTHER INCOME | 531390 | $65,000 | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,171,193 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,230,475 | TotalRevenueColumnAmt |
| Exclusion | $1,230,475 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,115,197 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,024,634 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $90,563 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,563 | TotalRevenueColumnAmt |
| Exclusion | $90,563 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $289,381 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $51,348 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $238,033 | TotalRevenueColumnAmt |
| Exclusion | $238,033 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,867,294 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,171,193 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,559,071 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,109,696 | TotalAmt |
| Program Services | $1,109,696 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,540 | TotalAmt |
| Program Services | $313,540 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,351 | TotalAmt |
| Program Services | $476,550 | ProgramServicesAmt |
| Management And General | $176,157 | ManagementAndGeneralAmt |
| Fundraising | $61,644 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,058,915 | TotalAmt |
| Program Services | $706,410 | ProgramServicesAmt |
| Management And General | $261,126 | ManagementAndGeneralAmt |
| Fundraising | $91,379 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,924 | TotalAmt |
| Program Services | $45,980 | ProgramServicesAmt |
| Management And General | $16,996 | ManagementAndGeneralAmt |
| Fundraising | $5,948 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,789 | TotalAmt |
| Program Services | $60,566 | ProgramServicesAmt |
| Management And General | $22,388 | ManagementAndGeneralAmt |
| Fundraising | $7,835 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,213 | TotalAmt |
| Program Services | $85,532 | ProgramServicesAmt |
| Management And General | $31,617 | ManagementAndGeneralAmt |
| Fundraising | $11,064 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,922 | TotalAmt |
| Program Services | $8,874 | ProgramServicesAmt |
| Management And General | $44,048 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,787 | TotalAmt |
| Program Services | $7,326 | ProgramServicesAmt |
| Management And General | $35,543 | ManagementAndGeneralAmt |
| Fundraising | $918 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,863 | TotalAmt |
| Program Services | $98,225 | ProgramServicesAmt |
| Management And General | $10,446 | ManagementAndGeneralAmt |
| Fundraising | $5,192 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,281 | TotalAmt |
| Program Services | $4,661 | ProgramServicesAmt |
| Management And General | $1,192 | ManagementAndGeneralAmt |
| Fundraising | $49,428 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,368 | TotalAmt |
| Program Services | $7,975 | ProgramServicesAmt |
| Management And General | $3,196 | ManagementAndGeneralAmt |
| Fundraising | $1,197 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,284 | TotalAmt |
| Program Services | $92,171 | ProgramServicesAmt |
| Management And General | $28,233 | ManagementAndGeneralAmt |
| Fundraising | $9,880 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,722 | TotalAmt |
| Program Services | $13,059 | ProgramServicesAmt |
| Management And General | $11,020 | ManagementAndGeneralAmt |
| Fundraising | $2,643 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,983 | TotalAmt |
| Program Services | $12,365 | ProgramServicesAmt |
| Management And General | $4,240 | ManagementAndGeneralAmt |
| Fundraising | $1,378 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,415 | TotalAmt |
| Program Services | $260,415 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,523 | TotalAmt |
| Program Services | $13,024 | ProgramServicesAmt |
| Management And General | $4,814 | ManagementAndGeneralAmt |
| Fundraising | $1,685 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,688 | TotalAmt |
| Program Services | $750 | ProgramServicesAmt |
| Management And General | $6,938 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BALLOT MEASURES | $110,000 | $110,000 | ||
| STAFF DEVELOPMENT | $29,066 | $12,847 | $15,763 | $456 |
| SOFTWARE SUPPORT | $22,558 | $13,593 | $5,565 | $3,400 |
| WEBSITE | $15,439 | $15,183 | $256 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,491 | TotalAmt |
| Program Services | $40,305 | ProgramServicesAmt |
| Management And General | $18,552 | ManagementAndGeneralAmt |
| Fundraising | $4,634 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,465,818 | TotalAmt |
| Program Services | $3,509,047 | ProgramServicesAmt |
| Management And General | $697,834 | ManagementAndGeneralAmt |
| Fundraising | $258,937 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,465,779 | BOYAmt |
| EOY | $28,738,513 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,080,686 | BOYAmt |
| EOY | $309,557 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,556,700 | BOYAmt |
| EOY | $65,692,978 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,200 | BOYAmt |
| EOY | $32,801 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $160,089 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $135,411 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,731 | BOYAmt |
| EOY | $24,678 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,985,433 | BOYAmt |
| EOY | $4,315,183 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $969,682 | BOYAmt |
| EOY | $1,060,139 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,137,211 | BOYAmt |
| EOY | $100,173,849 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,978 | BOYAmt |
| EOY | $412,021 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,372 | BOYAmt |
| EOY | $10,372 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,256,418 | BOYAmt |
| EOY | $9,558,376 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,650,000 | BOYAmt |
| EOY | $22,675,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,315,871 | BOYAmt |
| EOY | $8,782,145 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,521,639 | BOYAmt |
| EOY | $41,437,914 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,973,564 | BOYAmt |
| EOY | $27,756,271 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,642,008 | BOYAmt |
| EOY | $30,979,664 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,615,572 | BOYAmt |
| EOY | $58,735,935 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,137,211 | BOYAmt |
| EOY | $100,173,849 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,401,476 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $205,206 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$3,819 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$482,500 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $9,471,873 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,840,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,697,237 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,398,752 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,137,030 | CurrentTaxYearAmt |
| Total | $43,545,877 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,471,873 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,840,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,697,237 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,398,752 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,137,030 | CurrentTaxYearAmt |
| Total | $43,545,877 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $43,545,877 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $453,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $688,560 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $672,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $862,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,230,475 | CurrentTaxYearAmt |
| Total | $3,908,097 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,453,974 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,587,744 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86000 | 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
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,791 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $141,831 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $163,622 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,302,196 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,465,818 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $373,291 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $93,323 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $373,291 | CurrentYearAmt |
| Total | $373,291 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $559,937 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $163,622 | CurrentYearAmt |
| Total | $163,622 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $93,323 | CurrentYearAmt |
| Total | $93,323 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $139,985 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $21,791 | CurrentYearAmt |
| Total | $21,791 | TotalAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $109,285 | OtherCostOrOtherBasisAmt |
| Depreciation | $95,662 | DepreciationAmt |
| Book Value | $13,623 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,804 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,749 | DepreciationAmt |
| Book Value | $11,055 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,678 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-RECOURSE BANK LOAN CAPITAL | Desc |
| Amt | $8,782,145 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,782,145 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,309,003 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $205,206 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $236,503 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $441,709 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,867,294 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,867,294 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,188,640 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $240,322 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $482,500 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $722,822 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,465,818 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,465,818 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | HOUSING TRUST 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. HOUSING TRUST'S FEDERAL AND STATE INFORMATION RETURNS FOR THE YEARS 2013 THROUGH 2016 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ADJUSTMENT TO RESERVE FOR LOAN LOSSES 482,500. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPECIAL EVENTS | Event1Nm |
| Gross Receipts Event1 | $289,381 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $289,381 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $51,348 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $289,381 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $289,381 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $51,348 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $51,348 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $238,033 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BILL WILSON CENTER | ||||||||
| 3490 THE ALAMEDA | SANTA CLARA | CA | 95050 | 942221849 | 501(C)(3) | $471,736 | FMV | YOUTH SHELTER GRANT |
| THE ROMAN CATHOLIC BISHOP OF SAN JOSE | ||||||||
| 1150 N FIRST ST | SAN JOSE | CA | 95112 | 942734503 | 501(C)(3) | $20,000 | FMV | SAFETY NET CAPITAL IMPROVEMENT GRANT |
| WILLOW GLEN UNITED METHODIST CHURCH | ||||||||
| 1420 NEWPORT AVE | SAN JOSE | CA | 95125 | 941546106 | 501(C)(3) | $20,000 | FMV | SAFETY NET CAPITAL IMPROVEMENT GRANT |
| SVHOME | ||||||||
| 350 W JULIAN ST BUILDING 5 | SAN JOSE | CA | 95110 | 814755729 | 501(C)(3) | $584,260 | FMV | TO FACILITATE SPIN-OFF OF SV@HOME AS INDEPENDENT NONPROFIT ORGANIZATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| GUARDINO SCHOLARSHIPS | 6 | $16,000 |
| SECURITY DEPOSIT GRANTS | 165 | $297,540 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PUBLISHES INITIAL GRANT GUIDELINES AND ACCEPTS APPLICATIONS FROM QUALIFIED ORGANIZATIONS. THE PROGRAM COMMITTEE REVIEWS ALL GRANT APPLICANTS AND APPROVES THE AWARD OF ALL GRANTS. THE RECIPIENT ORGANIZATION MUST REPORT MONTHLY THE STATUS OF ALL GRANT FUNDS RECEIVED AND THE WAY IN WHICH THESE FUNDS HAVE BEEN DISBURSED IN ACCORDANCE WITH THE INITIAL PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN ZWICK | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $192,107 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $35,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,373 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $13,232 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $250,712 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (12 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| OAK COURT APARTMENTS LP | |||
| BOARD MEMBER IS EXEC. DIRECTOR OF ORG. SERVING AS GP IN LIMITED PARTNERSHIP | $303,142 | RELATED PARTY LOAN | 0 |
| NEW HOMESTEAD ASSOCIATES | |||
| BOARD MEMBER IS CFO OF ORGANIZATION SERVING AS GP IN LIMITED PARTNERSHIP | $500,000 | RELATED PARTY LOAN | 0 |
| MP MILPITAS AFFORDABLE HOUSING ASSOCIATES | |||
| BOARD MEMBER IS CFO OF ORGANIZATION SERVING AS GP IN LIMITED PARTNERSHIP | $500,000 | RELATED PARTY LOAN | 0 |
| MP CENTRAL PARK ASSOCIATES | |||
| BOARD MEMBER IS CFO OF ORGANIZATION SERVING AS GP IN LIMITED PARTNERSHIP | $510,000 | RELATED PARTY LOAN | 0 |
| TREE HOUSE APARTMENTS LP | |||
| BOARD MEMBER IS CFO OF ORGANIZATION SERVING AS GP IN LIMITED PARTNERSHIP | $350,000 | RELATED PARTY LOAN | 0 |
| MP EDWINA BENNER ASSOCIATES LP | |||
| BOARD MEMBER IS CFO OF ORGANIZATION SERVING AS GP IN LIMITED PARTNERSHIP | $200,000 | RELATED PARTY LOAN | 0 |
| MP SHOREBREEZE ASSOCIATES LP | |||
| BOARD MEMBER IS CFO OF ORGANIZATION SERVING AS GP IN LIMITED PARTNERSHIP | $407,431 | RELATED PARTY LOAN | 0 |
| MP ATHERTON COURT LLC | |||
| BOARD MEMBER IS CFO OF ORGANIZATION SERVING AS GP IN LIMITED PARTNERSHIP | $11,219,235 | RELATED PARTY LOAN | 0 |
| SUNFLOWER HILL LIVERMORE LP | |||
| BOARD MEMBER IS CFO OF ORGANIZATION SERVING AS GP IN LIMITED PARTNERSHIP | $368,484 | RELATED PARTY LOAN | 0 |
| HOUSING FIRST LLC | |||
| BOARD MEMBER IS CFO OF ORGANIZATION SERVING AS GP IN LIMITED PARTNERSHIP | $610,313 | RELATED PARTY LOAN | 0 |
| TERRA BELLA I LLC | |||
| BOARD MEMBER IS EXEC. DIRECTOR OF ORG. SERVING AS GP IN LIMITED PARTNERSHIP | $6,892,786 | RELATED PARTY LOAN | 0 |
| DIANE MCNUTT | |||
| FORMER BOARD | $36,000 | CONSULTING FEE | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | LOAN PORTFOLIO | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $508,287 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | BOOK VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | HOUSING TRUST LAUNCHED SV@HOME, AN AFFORDABLE HOUSING POLICY AND EDUCATION PROGRAM IN JUNE 2015. HOUSING TRUST INCUBATED THIS ORGANIZATION AS ONE OF ITS PROGRAMS FOR TWO YEARS. SV@HOME ADVOCATES FOR POLICIES, PROGRAMS, LAND USE, AND FUNDING THAT LEAD TO AN INCREASED SUPPLY OF AFFORDABLE HOUSING. ADDITIONALLY, SV@HOME EDUCATES ELECTED OFFICIALS AND THE COMMUNITY ABOUT THE NEED FOR HOUSING AND THE LINK BETWEEN HOUSING AND OTHER QUALITY OF LIFE OUTCOMES, INCLUDING EDUCATION, HEALTH, TRANSPORTATION AND THE ENVIRONMENT. ON JANUARY 1, 2017, SV@HOME BECAME AN INDEPENDENT 501(C)(3) NONPROFIT ORGANIZATION AND THE NET ASSETS RESULTING FROM DONATIONS, GRANTS AND EVENTS, NET OF EXPENSES WERE TRANSFERRED TO SV@HOME ON THAT DATE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED AND APPROVED FOR FILING BY THE AUDIT COMMITTEE. THE ENTIRE BOARD RECEIVES A COPY OF THE FORM 990 PRIOR TO FILING IN SUFFICIENT TIME TO POSE ANY QUESTIONS OR GIVE COMMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER MUST COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. NEW BOARD MEMBERS OR THOSE BEING CONSIDERED ARE EVALUATED TO SEE IF THERE EXIST ANY CONFLICT OF INTEREST. EMPLOYEES MUST ALSO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. IF THE BOARD IS EVALUATING A BUSINESS DEALING WITH AN ENTITY THAT A BOARD MEMBER HAS SOME INVOLVEMENT, THE BOARD MEMBER RECUSES THEMSELVES FROM ALL DISCUSSION AND FROM VOTING. IN ADDITION THE BOARD MEMBER ALSO EXCUSED THEMSELVES FROM THE MEETING TO ALLOW OTHER MEMBERS TO DISCUSS THE DEAL CANDIDLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL COMMITTEE RELIES UPON SALARY SURVEY DATA TO DETERMINE THE REASONABLENESS OF THE COMPENSATION OF CHIEF EXECUTIVE OFFICER. ADDITIONALLY THE PERSONNEL COMMITTEE PERIODICALLY ENGAGES A CONSULTANT TO PERFORM A COMPENSATION STUDY FOR THE CEO, CFO AND CLO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS ARE AVAILABLE AT THE ORGANIZATION OFFICES WHICH ARE AVAILABLE FOR INSPECTION MON TO FRI, 9AM TO 5PM. |
| FORM 990, PART XI, LINE 9: | ADJUSTMENT TO RESERVE FOR LOAN LOSSES -482,500. |
| FORM 990, PART XII, LINE 2C | THE COMMITTEE'S OVERSIGHT PROCESS OF THE AUDIT AND THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LTOA LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 S MARKET STREET SUITE 610 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | AFFORDABLE HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSING TRUST SILICON VALLEY | BusinessNameLine1Txt |
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