HOUSING AUTHORITY INSURANCE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HOUSING AUTHORITY INSURANCE INC (EIN 22-2935104)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-09
- IRS object ID
- 201713139349302711
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-09T21:01:17-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Powder Forest Drive | AddressLine1Txt |
| City | Simsbury | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 060897902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222935104 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Housing Authority Insurance Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 2032728220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 189 Commerce Court | AddressLine1Txt |
| City | Cheshire | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064100189 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sarah Rodriguez | PersonNm |
| Person Title | Treasurer and CFO | PersonTitleTxt |
| Signature | 2017-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kristin Anderson | PreparerPersonNm |
| PTIN | P01231300 | PTIN |
| Phone | 8606789200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edmund Malaspina Jr | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 189 Commerce Court | AddressLine1Txt |
| City | Cheshire | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064100189 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,995,585 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.HOUSINGCENTER.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | DEVELOPMENT AND MARKETING OF RISK MANAGEMENT AND INSURANCE PROGRAMS FOR PUBLIC HOUSING AUTHORITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,753,832 | PYContributionsGrantsAmt |
| CY Contributions Grants | $487,584 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,750,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,000,000 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $636,647 | PYOtherRevenueAmt |
| CY Other Revenue | $508,001 | CYOtherRevenueAmt |
| PY Total Revenue | $7,140,479 | PYTotalRevenueAmt |
| CY Total Revenue | $4,995,585 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,183,326 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,793,400 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,198,271 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,154,096 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,537,607 | PYOtherExpensesAmt |
| CY Other Expenses | $1,628,246 | CYOtherExpensesAmt |
| PY Total Expenses | $7,919,204 | PYTotalExpensesAmt |
| CY Total Expenses | $4,575,742 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$778,725 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $419,843 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,980,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,934,105 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,516,316 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,049,976 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $464,286 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $884,129 | NetAssetsOrFundBalancesEOYAmt |
| Mission | DEVELOPMENT AND MARKETING OF RISK MANAGEMENT AND INSURANCE PROGRAMS FOR PUBLIC HOUSING AUTHORITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,665,436 | ExpenseAmt |
| Grant | $1,793,400 | GrantAmt |
| Revenue | $4,508,001 | RevenueAmt |
| Desc | DEVELOPMENT OF INSURANCE PROGRAMS FOR PUBLIC HOUSING AUTHORITIES; RISK MANAGEMENT EDUCATIONAL SERVICES FOR MEMBER PUBLIC HOUSING AUTHORITIES. | Desc |
| Total Program Service Expenses | $2,665,436 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARAH RODRIGUEZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032728220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 189 COMMERCE COURT | AddressLine1Txt |
| City | CHESHIRE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064100189 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LINNIE WILLIS | ||||||||||
| Chair | 1.0 | 4.0 | Yes (X) | Yes (X) | $1,849 | $11,850 | $0 | |||
| CHRISTINE HART | ||||||||||
| Vice Chair | 1.0 | 4.0 | Yes (X) | Yes (X) | $5,197 | $33,299 | $0 | |||
| John Thomson | ||||||||||
| President & CEO | 17.0 | 21.0 | Yes (X) | Yes (X) | $145,262 | $184,879 | $111,878 | |||
| JAMES DIPAOLO | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $4,711 | $30,187 | $0 | ||||
| TYRONE GARRETT | ||||||||||
| DIRECTOR | 1.0 | 4.0 | Yes (X) | $2,954 | $18,924 | $0 | ||||
| JOSEPH SHULDINER | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $1,884 | $12,070 | $0 | ||||
| EDWIN LOWNDES | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $3,592 | $23,014 | $0 | ||||
| RUSSELL YOUNG | ||||||||||
| DIRECTOR | 1.0 | 4.0 | Yes (X) | $7,385 | $47,315 | $0 | ||||
| DOUGLAS DZEMA | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $3,798 | $24,338 | $0 | ||||
| JOHN LEN WILLIAMS | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $4,094 | $26,235 | $0 | ||||
| GARY WASSON | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $2,302 | $14,753 | $0 | ||||
| TONY LOVE | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $628 | $4,023 | $0 | ||||
| EDWARD HINOJOSA | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $2,706 | $17,338 | $0 | ||||
| JOHN FOOS | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $6,750 | $43,250 | $0 | ||||
| LYLE GLEN REDDING JR | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $3,027 | $19,392 | $0 | ||||
| Scott Bertrand | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $628 | $4,023 | $0 | ||||
| Vince Pearson | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| AMY GALVIN | ||||||||||
| Corporate Secretary | 6.0 | 32.0 | Yes (X) | $30,960 | $175,442 | $83,578 | ||||
| EDMUND MALASPINA | ||||||||||
| Vice President | 27.0 | 11.0 | Yes (X) | $470,984 | $192,374 | $90,677 | ||||
| SARAH RODRIGUEZ | ||||||||||
| Assistant Treasurer | 5.0 | 33.0 | Yes (X) | $24,309 | $178,263 | $78,440 | ||||
| MARK WILSON | ||||||||||
| Treasurer | 16.0 | 21.0 | Yes (X) | $381,243 | $505,368 | $104,316 | ||||
| Courtney Rice | ||||||||||
| Assistant Corporate Secretary | 11.0 | 28.0 | Yes (X) | $27,282 | $70,152 | $50,351 | ||||
| SHERRYL SULLIVAN | ||||||||||
| VP, MARKETING & MEMBER RELATIONS | 9.0 | 29.0 | $37,697 | $126,202 | $37,575 | Yes (X) | ||||
| JERRY WILLIAMS | ||||||||||
| Senior VP, Insurance Operations | 1.0 | 36.0 | $9,209 | $297,741 | $23,578 | Yes (X) | ||||
| GIBRIEL CHAM | ||||||||||
| Asst. Dir., Underwriting | 1.0 | 36.0 | $5,022 | $162,394 | $8,066 | Yes (X) | ||||
| KENNETH MERRIFIELD JR | ||||||||||
| Director, Account Management | 2.0 | 36.0 | $6,857 | $164,569 | $45,798 | Yes (X) | ||||
| Matthew Cripps | ||||||||||
| Chief Security Officer | 3.0 | 35.0 | $11,241 | $149,339 | $59,578 | Yes (X) | ||||
| Jeffrey Weslow | ||||||||||
| Asst. Dir., Customer Centric Strategies | 1.0 | 37.0 | $6,402 | $313,699 | $33,475 | Yes (X) | ||||
| LESLIE WHITLOCK | ||||||||||
| Former Asst. Dir., Corp & Community Events | 0.0 | 0.0 | $40,099 | $227,227 | $6,886 | Yes (X) | ||||
| DANIEL LABRIE | ||||||||||
| Former President and CEO | 0.0 | 0.0 | $811,747 | $1,033,133 | $8,767 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,059,819 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,110,793 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $742,963 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CONE COMMUNICATIONS LLC | |||||
| 855 BOYLSTON STREET | BOSTON | MA | 02116 | PUBLIC RELATIONS SERVICES | $457,637 |
| Housing Insurance Services Inc | |||||
| 189 Commerce Court | Cheshire | CT | 06410 | INSURANCE SERVICES | $119,047 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $487,584 | RelatedOrganizationsAmt |
| Total Contributions | $487,584 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,000,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,000,000 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,000,000 | TotalProgramServiceRevenueAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACTED SERVICES - AHAB | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $508,001 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $508,001 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $508,001 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,995,585 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,508,001 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,668,900 | TotalAmt |
| Program Services | $1,668,900 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,500 | TotalAmt |
| Program Services | $124,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,412 | TotalAmt |
| Management And General | $52,412 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $983,093 | TotalAmt |
| Program Services | $113,467 | ProgramServicesAmt |
| Management And General | $869,626 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,315 | TotalAmt |
| Program Services | $12,664 | ProgramServicesAmt |
| Management And General | $81,651 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$40,997 | TotalAmt |
| Program Services | $37,779 | ProgramServicesAmt |
| Management And General | -$78,776 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,273 | TotalAmt |
| Program Services | $8,901 | ProgramServicesAmt |
| Management And General | $56,372 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,437 | TotalAmt |
| Program Services | $278,645 | ProgramServicesAmt |
| Management And General | $14,792 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,740 | TotalAmt |
| Program Services | $56,071 | ProgramServicesAmt |
| Management And General | $20,669 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,812 | TotalAmt |
| Program Services | $15,298 | ProgramServicesAmt |
| Management And General | $25,514 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,815 | TotalAmt |
| Program Services | $185,211 | ProgramServicesAmt |
| Management And General | $89,604 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,706 | TotalAmt |
| Program Services | $915 | ProgramServicesAmt |
| Management And General | $25,791 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,979 | TotalAmt |
| Program Services | $2,110 | ProgramServicesAmt |
| Management And General | $16,869 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,780 | TotalAmt |
| Program Services | $56,479 | ProgramServicesAmt |
| Management And General | $65,301 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,465 | TotalAmt |
| Management And General | $20,465 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,504 | TotalAmt |
| Program Services | $93,337 | ProgramServicesAmt |
| Management And General | $72,167 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,811 | TotalAmt |
| Management And General | $44,811 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,370 | TotalAmt |
| Program Services | $4,642 | ProgramServicesAmt |
| Management And General | $55,728 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,253 | TotalAmt |
| Management And General | $31,253 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| EMPLOYEE REIMBURSEMENT | $55,028 | $55,028 | |
| PROFESSIONAL DEVELOPMENT | $17,676 | $14,743 | $2,933 |
| TELEPHONE | $9,403 | $9,250 | $153 |
| DUES & SUBSCRIPTIONS | $11,354 | $11,354 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,113 | TotalAmt |
| Program Services | $3,431 | ProgramServicesAmt |
| Management And General | $355,682 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,575,742 | TotalAmt |
| Program Services | $2,665,436 | ProgramServicesAmt |
| Management And General | $1,910,306 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,039,483 | BOYAmt |
| EOY | $1,241,646 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,147 | BOYAmt |
| EOY | $34,542 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $890,972 | BOYAmt |
| EOY | $657,917 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,980,602 | BOYAmt |
| EOY | $1,934,105 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,368 | BOYAmt |
| EOY | $132,386 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $953,317 | BOYAmt |
| EOY | $715,732 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,631 | BOYAmt |
| EOY | $201,858 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,516,316 | BOYAmt |
| EOY | $1,049,976 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,286 | BOYAmt |
| EOY | $884,129 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,286 | BOYAmt |
| EOY | $884,129 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,980,602 | BOYAmt |
| EOY | $1,934,105 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $419,843 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 D IRS990ScheduleD
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| REFUNDABLE ADVANCE - URBAN INSTITUTE GRANT | $533,431 |
| DUE FROM AFFILIATE | $124,486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $657,917 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $201,858 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $201,858 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,995,585 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,995,585 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,995,585 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,575,742 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,575,742 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,575,742 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | The Company accounts for income taxes in accordance with FASB ASC 740, Income Taxes, with respect to how companies should recognize, measure, present and disclose uncertain tax positions in their financial statements. The Company did not record any unrecognized tax benefits as of December 31, 2016. The Company does not believe it is reasonably possible that its unrecognized tax benefits would materially change in the next twelve months. All tax years from 2013 forward are open and subject to examination by the Internal Revenue Service. The Company's policy is to include interest and penalties related to unrecognized tax benefits as a component of its provision for income taxes. As of December 31, 2016, the company did not record any penalties or interest associated with unrecognized tax benefits. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| PUBLIC AND AFFORDABLE HOUSING RESEARCH CORPORATION | ||||||||
| 189 COMMERCE COURT | CHESHIRE | CT | 06410 | 451470844 | 501(c)(3) | $920,858 | Provide independent research and data to the Public and Affordable Housing industry | |
| INTERNATIONAL CENTER FOR CAPTIVE INSURANCE (ICCIE) | ||||||||
| 86 ST PAUL STREET SUITE 301 | BURLINGTON | VT | 05401 | 200047555 | 501(C)(3) | $5,000 | Support for summer intern program | |
| URBAN INSTITUTE | ||||||||
| 2100 M ST NW | WASHINGTON | DC | 20042 | 520880375 | 501(C)(3) | $199,082 | SUPPORT FOR THE ASSISTED HOUSING INITIATIVE. | |
| AFFORDABLE HOUSING ACCREDITATION BOARD | ||||||||
| 189 COMMERCE COURT | CHESHIRE | CT | 06410 | 464458654 | 501(C)(3) | $520,501 | To assist in establishing standards of measuring public and affordable housing | |
| Vermont Captive Insurance Association | ||||||||
| 180 Battery Street | Burlington | VT | 05401 | 222744474 | 501(c)(3) | $5,400 | Harry House Scholarship Donation | Suite 200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 50 | RecipientCnt |
| Cash Grant | $124,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | ELIGIBILITY FOR AND PAYMENT OF GRANTS, AWARDS AND SCHOLARSHIPS IS THE RESPONSIBILITY OF THE BOARD OF DIRECTORS. REQUESTS AND APPLICATIONS ARE REVIEWED BY THE BOARD AND APPROVED BASED ON NEEDS AND BENEFITS ANALYSIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John Thomson | ||||||||||||||
| President & CEO | $145,262 | $184,879 | $0 | $0 | $0 | $0 | $41,818 | $53,222 | $7,409 | $9,429 | $194,489 | $247,530 | $0 | $0 |
| DANIEL LABRIE | ||||||||||||||
| Former President and CEO | $120,882 | $204,264 | $140,445 | $178,748 | $550,420 | $650,121 | $0 | $0 | $3,857 | $4,910 | $815,604 | $1,038,043 | $528,000 | $672,000 |
| AMY GALVIN | ||||||||||||||
| Corporate Secretary | $26,281 | $148,927 | $4,679 | $26,515 | $0 | $0 | $9,000 | $51,000 | $3,537 | $20,041 | $43,497 | $246,483 | $0 | $0 |
| EDMUND MALASPINA | ||||||||||||||
| Vice President | $161,452 | $65,946 | $39,705 | $16,217 | $269,827 | $110,211 | $47,640 | $19,459 | $16,740 | $6,838 | $535,364 | $218,671 | $269,800 | $110,200 |
| SARAH RODRIGUEZ | ||||||||||||||
| Assistant Treasurer | $20,931 | $153,489 | $3,378 | $24,774 | $0 | $0 | $6,583 | $48,279 | $2,829 | $20,749 | $33,721 | $247,291 | $0 | $0 |
| MARK WILSON | ||||||||||||||
| Treasurer | $152,947 | $202,744 | $48,504 | $64,296 | $179,792 | $238,328 | $41,388 | $54,862 | $3,468 | $4,598 | $426,099 | $564,828 | $179,740 | $238,260 |
| LESLIE WHITLOCK | ||||||||||||||
| Former Asst. Dir., Corp & Community Events | $6,760 | $38,306 | $3,631 | $20,573 | $29,708 | $168,348 | $0 | $0 | $1,033 | $5,853 | $41,132 | $233,080 | $29,700 | $168,300 |
| SHERRYL SULLIVAN | ||||||||||||||
| VP, MARKETING & MEMBER RELATIONS | $37,697 | $116,238 | $0 | $9,964 | $0 | $0 | $6,787 | $22,721 | $1,855 | $6,212 | $46,339 | $155,135 | $0 | $0 |
| JERRY WILLIAMS | ||||||||||||||
| Senior VP, Insurance Operations | $6,888 | $222,702 | $2,321 | $75,039 | $0 | $0 | $0 | $0 | $707 | $22,871 | $9,916 | $320,612 | $0 | $0 |
| GIBRIEL CHAM | ||||||||||||||
| Asst. Dir., Underwriting | $4,155 | $134,659 | $867 | $27,735 | $0 | $0 | $0 | $0 | $242 | $7,824 | $5,264 | $170,218 | $0 | $0 |
| KENNETH MERRIFIELD JR | ||||||||||||||
| Director, Account Management | $6,041 | $144,992 | $816 | $19,577 | $0 | $0 | $1,146 | $27,493 | $686 | $16,473 | $8,689 | $208,535 | $0 | $0 |
| Matthew Cripps | ||||||||||||||
| Chief Security Officer | $10,027 | $133,216 | $1,214 | $16,123 | $0 | $0 | $2,520 | $33,480 | $1,650 | $21,928 | $15,411 | $204,747 | $0 | $0 |
| Jeffrey Weslow | ||||||||||||||
| Asst. Dir., Customer Centric Strategies | $2,284 | $111,958 | $317 | $15,509 | $3,801 | $186,232 | $198 | $9,699 | $472 | $23,106 | $7,072 | $346,504 | $3,960 | $186,200 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | FormAndLineReferenceDesc |
| Explanation | PART 1 - LINE 4B (FROM ALL RELATED ORGANIZATIONS): DANIEL LABRIE - SERP PAYMENT (INCLUDED IN COLUMN B) - $1,200,000 MARK WILSON - SERP PAYMENT (INCLUDED IN COLUMN B) - $418,000 EDMUND MALASPINA - SERP PAYMENT (INCLUDED IN COLUMN B) - $380,000 LESLIE WHITLOCK - SERP PAYMENT (INCLUDED IN COLUMN B) - $198,000 JEFFREY WESLOW - SERP PAYMENT (INCLUDED IN COLUMN B) - $190,000 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 6 Classes of members or stockholders | PUBLIC HOUSING AUTHORITY MEMBERS WHO PARTICIPATE IN THE INSURANCE PROGRAMS OF HOUSING AUTHORITY RISK RETENTION GROUP, INC. AND HOUSING AUTHORITY PROPERTY INSURANCE, A MUTUAL COMPANY, ARE ELIGIBLE FOR MEMBERSHIP IN THE ORGANIZATION. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | PUBLIC HOUSING AUTHORITY MEMBERS PARTICIPATE INDIRECTLY IN THE SELECTION OF THE GOVERNING BODY BY PARTICIPATING IN HOUSING AUTHORITY RISK RETENTION GROUP, INC. AND HOUSING AUTHORITY PROPERTY INSURANCE, A MUTUAL COMPANY. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE ORGANIZATION PROVIDES A COPY OF FORM 990 TO THE MEMBERS OF THE AUDIT COMMITTEE AND TO THE MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE ORGANIZATION REQUIRES ALL OFFICERS, DIRECTORS AND EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THE COMPLETED FORMS ARE REVIEWED BY THE HUMAN RESOURCE DEPARTMENT TO IDENTIFY ANY POTENTIAL CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS ARE FURTHER EVALUATED BY THE CEO, AND IF WARRANTED, ARE BROUGHT TO THE ATTENTION OF THE BOARD FOR DISCUSSION AND RESOLUTION. SIMILARLY, ANY POTENTIAL CONFLICTS OF INTEREST THAT ARE BROUGHT TO THE ATTENTION OF THE ORGANIZATION BY THE OUTSIDE AUDITORS OR BY AN EMPLOYEE OR OTHER PERSON ARE INVESTIGATED AND RESOLVED IN ACCORDANCE WITH THE PROCEDURES DISCUSSED ABOVE. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE ORGANIZATION USES 3RD PARTY SALARY SURVEYS TO ASSIST IN DETERMINING THE COMPENSATION OF THE CEO. RECOMMENDATIONS MADE BY THE GOVERNANCE COMMITTEE ARE APPROVED BY THE BOARD OF DIRECTORS. THE COMPENSATION OF THE CEO IS DOCUMENTED IN AN EMPLOYMENT CONTRACT APPROVED BY THE BOARD. THE LAST REVIEW FOR THE ORGANIZATION'S CEO OCCURRED IN NOVEMBER 2016. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE ORGANIZATION USES 3RD PARTY SALARY SURVEYS TO ASSIST IN DETERMINING THE COMPENSATION OF SENIOR EXECUTIVES AND EMPLOYEES. COMPENSATION IS REVIEWED UPON CHANGES IN ROLES OR SIGNIFICANT CHANGES IN RESPONSIBILITY. |
| Form 990, Part VI, Line 19 Required documents available to the public | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR MAKING RECOMMENDATIONS TO THE FULL BOARD REGARDING THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT PROCESS. NEITHER THE OVERSIGHT PROCESS, NOR THE PROCESS OF SELECTING AN INDEPENDANT ACCOUNTANT HAVE CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| HOUSING AUTHORITY RISK RETENTION GROUP INC | ||||||||||
| 189 COMMERCE COURT | CHESHIRE | CT | 06410 | 061206658 | PROVIDES LIABILITY INSURANCE COVERAGE TO MEMBERS OF PHA'S IN THE U.S. | VT | NA | false | ||
| HOUSING AUTHORITY PROPERTY INSURANCE A MUTUAL COMPANY | ||||||||||
| 189 COMMERCE COURT | CHESHIRE | CT | 06410 | 061206659 | PROVIDES PROPERTY INSURANCE COVERAGE TO MEMBERS OF PHA'S IN THE U.S. | VT | NA | false | ||
| HOUSING TELECOMMUNICATIONS INC | ||||||||||
| 189 COMMERCE COURT | CHESHIRE | CT | 06410 | 061386493 | PROVIDE EDUCATION & RISK CONTROL THROUGH NATIONAL TELECOMMUNICATIONS NETWORK | CT | NA | false | 501(c)(3) | 10 |
| PUBLIC AND AFFORDABLE HOUSING RESEARCH CORPORATION | ||||||||||
| 189 COMMERCE COURT | CHESHIRE | CT | 06410 | 451470844 | PERFORMS RESEARCH PROJECTS OF PUBLIC & AFFORDABLE HOUSING | CT | NA | false | 501(c)(3) | 7 |
| AFFORDABLE HOUSING ACCREDITATION BOARD | ||||||||||
| 189 COMMERCE COURT | CHESHIRE | CT | 06410 | 464458654 | EVALUATES AND ACCREDITS PUBLIC HOUSING AUTHORITIES ACROSS THE UNITED STATES | DC | NA | false | 501(c)(3) | 10 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOUSING INVESTMENT GROUP INC | ||||||||||||
| 189 COMMERCE COURT PO BOX 189 | CHESHIRE | CT | 06410 | 061448816 | HOLDING COMPANY | DE | NA | C Corporation | $0 | $0 | 0 | false |
| HOUSING ENTERPRISE INSURANCE COMPANY INC | ||||||||||||
| 189 COMMERCE COURT PO BOX 189 | CHESHIRE | CT | 06410 | 061597889 | INSURANCE | VT | NA | C Corporation | $0 | $0 | 0 | false |
| HOUSING INSURANCE SERVICES INC | ||||||||||||
| 189 COMMERCE COURT PO BOX 189 | CHESHIRE | CT | 06410 | 061314815 | INSURANCE AGENCY | CT | NA | C Corporation | $0 | $0 | 0 | false |
| HOUSING SYSTEMS SOLUTIONS INC | ||||||||||||
| 189 COMMERCE COURT PO BOX 189 | CHESHIRE | CT | 06410 | 452480556 | DEVELOP & MARKET ENTERPRISE SOFTWARE SOLUTIONS | CT | NA | C Corporation | $0 | $0 | 0 | false |
| INNOVATIVE HOUSING INSURANCE COMPANY INC | ||||||||||||
| 189 COMMERCE COURT | CHESHIRE | CT | 06410 | 474611632 | INSURANCE COMPANY | VT | NA | C Corporation | $0 | $0 | 0 | false |
| HOUSING ALLIANCE GROUP LLC | ||||||||||||
| 189 COMMERCE COURT | CHESHIRE | CT | 06410 | 474650587 | ASSISTING PUBLIC HOUSING AUTHORITIES | VT | NA | C Corporation | $0 | $0 | 0 | false |
| HOUSING SPECIALTY INSURANCE COMPANY INC | ||||||||||||
| 189 COMMERCE COURT PO BOX 189 | CHESHIRE | CT | 06410 | 464271747 | INSURANCE | VT | NA | C Corporation | $0 | $0 | 0 | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HOUSING AUTHORITY RISK RETENTION GROUP INC | ||
| C | $243,792 | ACTUAL |
| HOUSING AUTHORITY PROPERTY INSURANCE A MUTUAL COMPANY | ||
| C | $243,792 | ACTUAL |
| HOUSING AUTHORITY RISK RETENTION GROUP INC | ||
| M | $1,948,505 | ACTUAL |
| HOUSING AUTHORITY RISK RETENTION GROUP INC | ||
| L | $1,298,109 | ACTUAL |
| HOUSING AUTHORITY PROPERTY INSURANCE A MUTUAL COMPANY | ||
| L | $2,408,658 | ACTUAL |
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