2018-02-06T13:03:11-06:00 2017-06-30 946214841 Armanino LLP 50 W San Fernando St Ste 500 San Jose CA 95113 990 2016-07-01 770458221 Housing Choices Coalition HOUS 4084985777 898 Faulstich Court No B San Jose CA 95112 JANETTE E STOKLEY EXECUTIVE DIRECTOR 4084985777 2018-01-31 1 Lawrence S Kuechler P00233621 4082006400 2018-01-31 38.104.135.22 2018-01-31 16:01:19 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B3F5B743F044C92D550E5E9DA79B7A4A50DB8DF1 2016 2021-01-29 14:40:06Z JANETTE E STOKLEY 898 Faulstich Court No B San Jose CA 95112 2568375 0 X WWW.HOUSINGCHOICES.org X 1997 CA TO ENHANCE THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES. 9 9 43 9 0 0 52764 28709 1768693 2539624 50 42 0 0 1821507 2568375 0 0 0 0 1167773 1794067 0 0 525 435868 473641 1603641 2267708 217866 300667 1037894 1406850 131298 199587 906596 1207263 X To enhance the lives of people with developmental disabilities by creating quality, affordable housing options. 0 0 2079752 2539624 The Organization values innovation in pursuit of housing alternatives that offer both independence and community, and pioneered the creation of the Partner Property model, as well as housing cooperatives for people with developmental disabilities. The Organization has a solid record of achievement in its four program areas: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. (See Schedule O for continuation)The Organization has secured and now safeguards long-term commitments of 250 units of affordable housing at eighteen different Partner Properties for rent to people with developmental disabilities. These set-aside units were developed at a total cost of more than $100 million. In fiscal year 2016-2017, Housing Choices added another Eden Housing property, Villa Esperanza Apartments in Gilroy, to its portfolio of Partner Properties. Villa Esperanza provides twenty units of one-bedroom, two-bedroom and three-bedroom apartments to people with developmental disabilities, who pay rent of 30% of their household income. In fiscal year 2016-17, the City of Sunnyvale approved a proposed 100-unit affordable housing project with 25% of the units set aside for people with developmental disabilities supported by Housing Choices, and the City of Santa Cruz approved a 46-unit affordable housing project with eight units set aside for people with developmental disabilities supported by Housing Choices. Also construction of an affordable housing development began in Watsonville in fiscal year 2016-2017. When completed, this new project will include affordable one-bedroom and two-bedroom apartments for people with developmental disabilities supported by Housing Choices.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 capitalists and different eligibility rules and procedures. Since 2002, the Organization has provided individual housing advice to more than 4,000 people with developmental disabilities, and has moved more than 1,500 into affordable rental housing. In fiscal year 2016-2017, HCC supported more than 1,400 people with developmental disabilities create individual housing plans and apply for affordable housing and more than 140 were supported to move in to their own home.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 250 people with developmental disabilities. The Organization helps residents with developmental disabilities 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. The Organization estimates that at least 90% of the residents maintain housing stability for five years or more. During fiscal year 2016-2017, only two of the residents supported by Housing Choices moved out of a Partner Property because of lease violations or other tenant problems.Housing First Case Management for Homeless People with Developmental Disabilities: In fiscal year 2016-2017, Housing Choices assisted a small but growing caseload of homeless people with developmental disabilities to remain safe, while helping them access emergency housing and other community resources and apply for permanent supportive housing. Housing Choices 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. In fiscal year 2016-2017, we referred 25 homeless people with developmental disabilities to the Santa Clara County Continuum of Care's "community queue" for permanent supportive housing. 2079752 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 43 1 0 0 0 0 0 0 0 0 0 0 X 9 9 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 898 Faulstich Court Suite B SAN JOSE CA 95112 RICK DILL PRESIDENT 5.00 X X 0 0 0 SAM DENNIS VIce President 3.00 X X 0 0 0 DAVID POPE TREASURER 3.00 X X 0 0 0 SUE CAMPBELL SECRETARY 1.00 X X 0 0 0 GLORIA MCCANDLESS Board Member 2.00 X 0 0 0 MICHAEL OJEDA board Member 1.00 X 0 0 0 VICTOR LECHA III Board Member 1.00 X 0 0 0 KATHY WEITSMAN Board Member 1.00 X 0 0 0 RON SOTO Board Member 1.00 X 0 0 0 JAN STOKLEY Executive Director 40.00 X 112243 0 15334 112243 0 15334 1 0 0 0 0 28709 28709 SERVICE CONTRACT FEES 531110 2427793 2427793 Rental Income 531110 111831 111831 2539624 42 42 2568375 2539624 0 42 130151 105422 24248 481 1364307 1285104 79203 172398 163763 8635 127211 119128 8049 34 27990 27990 98008 77428 20580 1593 1593 59331 54918 4411 2 8511 8110 401 178415 176243 2166 6 28955 28543 412 11902 11502 400 3139 2940 199 12470 2759 9711 Repairs and Maintenance 28110 27550 560 0 Training 10531 10063 466 2 BAD DEBT EXPENSE 4318 4318 0 0 TENANT PROGRAM EXPENSES 368 368 0 0 2267708 2079752 187431 525 649176 743203 106617 241787 158651 244222 4358 0 36246 72434 72167 51678 14810 20489 68036 84715 1037894 1406850 124161 192750 7137 6837 131298 199587 X 873827 1204080 26456 1188 6313 1995 906596 1207263 1037894 1406850 300667 0 X 0 1 X 1 0 X 76418 28385 33854 52764 28709 220130 29270 27173 27673 28179 28694 140989 105688 55558 61527 80943 57403 361119 18512 342607 147 233 131 50 42 603 463 463 362185 7567612 0.94590 0.91270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39125 37296 1829 33042 14382 18660 20489 DEPOSITS 10667 FUNDED RESERVES 74048 84715 Tenant security deposits 6837 6837 X 2647469 79094 79094 2568375 0 2568375 2346802 79094 79094 2267708 0 2267708 Part X, Line 2: Accounting principles generally accepted in the United States of America provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the Organization in its federal and state tax returns are more-likely-than-not to be sustained upon examination. The Organization files information returns in the U.S. federal jurisdiction and state of California. The Organization's federal returns for the years ended June 30, 2013 and beyond remain subject to examination by the Internal Revenue Service. The Organization's California returns for the years ended June 30, 2012 and beyond remain subject to examination by 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 PRECLUDING FROM PARTICIPATING IN CERTAIN DISCUSSIONS OR ACTIVITIES. Form 990, Part VI, Section B, line 15 For all compensations 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 ED'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.