2017-10-04T10:14:33-05:00 2017-06-30 042734675 DANIEL DENNIS & COMPANY LLP 990 WASHINGTON STREET STE 308A DEDHAM MA 02026 990 2016-07-01 042775991 METROPOLITAN BOSTON HOUSING PARTNERSHIP INC METR 6178590400 125 LINCOLN STREET 5TH FLOOR BOSTON MA 021112503 ANNE ROUSSEAU TREASURER AND CFO 6174256780 2017-09-29 ERIC MAHONEY P01794716 6172629898 2017-09-29 104.247.61.254 2017-09-29 15:30:58 ED P 826CCF40B50CFD6412BE8F099A443DA43F9EC957 826CCF40B50CFD6412BE8F099A443DA43F9EC957 2016 2021-01-29 14:40:06Z ANNE ROUSSEAU 125 LINCOLN STREET BOSTON MA 02111 147836461 0 X WWW.MBHP.ORG X 1983 MA OUR MISSION IS TO ENSURE THAT THE REGION'S LOW AND MODERATE INCOME INDIVIDUALS AND FAMILIES HAVE CHOICE AND MOBILITY IN FINDING AND RETAINING DECENT AFFORDABLE HOUSING; ALL OF OUR PROGRAMS AND INITIATIVES ARE DESIGNED TO ENCOURAGE HOUSING STABILITY, INCREASE ECONOMIC SELF-SUFFICIENCY, AND ENHANCE QUALITY OF THE LIVES OF THOSE WE SERVE. TO ACHIEVE OUR MISSION AND TO PROMOTE EFFICIENT SERVICE DELIVERY, WE WORK COLLABORATIVELY WITH A BROAD ARRAY OF SERVICE PROVIDERS AND NEIGHBORHOOD-BASED ORGANIZATIONS. 23 23 138 0 0 0 1622341 1303057 135207460 146479191 75866 54213 0 0 136905667 147836461 0 0 0 0 9123486 8980003 0 47166 682117 126321470 138599099 135444956 147626268 1460711 210193 31414061 40860583 20022830 28909952 11391231 11950631 X MBHP'S MISSION IS TO ENSURE THAT THE REGION'S LOW- AND MODERATE-INCOME INDIVIDUALS AND FAMILIES HAVE CHOICE AND MOBILITY IN FINDING AND RETAINING DECENT AFFORDABLE HOUSING. ALL OF OUR PROGRAMS AND INITIATIVES ARE DESIGNED TO ENCOURAGE HOUSING STABILITY, INCREASED ECONOMIC SELF-SUFFICIENCY, AND THE ENHANCED QUALITY OF THE LIVES OF THOSE WE SERVE. TO ACHIEVE OUR MISSION AND TO PROMOTE EFFICIENT SERVICE DELIVERY, WE WORK COLLABORATIVELY WITH A BROAD ARRAY OF SERVICE PROVIDERS AND NEIGHBORHOOD-BASED ORGANIZATIONS. WE BELIEVE THAT EVERYONE DESERVES A PLACE TO CALL HOME. 0 0 136004748 136928970 RENTAL HOUSING ASSISTANCE - SECTION 8 HOUSING VOUCHERS AND OTHER SUBSIDY PROGRAMS THAT SERVE MORE THAN 10,000 DISABLED, ELDERLY, FORMERLY HOMELESS, AND OTHER INDIVIDUALS AND FAMILIES IN BOSTON AND 31 SURROUNDING COMMUNITIES INCLUDING ARLINGTON, BEDFORD, BELMONT, BRAINTREE, BROOKLINE, BURLINGTON, CAMBRIDGE, CHELSEA, EVERETT, HOLBROOK, LEXINGTON, MALDEN, MEDFORD, MELROSE, MILTON, NEWTON, NORTH READING, QUINCY, RANDOLPH, READING, REVERE, SOMERVILLE, STONEHAM, WAKEFIELD, WALTHAM, WATERTOWN, WEYMOUTH, WILMINGTON, WINCHESTER, WINTHROP AND WOBURN. MBHP'S TARGET POPULATION CONSISTS OF LOW AND MODERATE INCOME FAMILIES AND INDIVIDUALS WHO FACE A VARIETY OF BARRIERS TO HOUSING. FINANCIAL DEMOGRAPHICS FOR INDIVIDUALS RECEIVING MBHP SERVICES UNDER THE SECTION 8 PROGRAM, WHICH IS BY FAR OUR BIGGEST RENTAL HOUSING ASSISTANCE PROGRAM, ARE: 84.24% UNDER $30,000, 10.42% AT $30,001-$45,000, 3.97% AT $45,001-$60,000, 1.39% OVER $60,000; AVERAGE ANNUAL INCOME FOR OUR HOUSEHOLDS IS $17,492. ADDITIONALLY, 38.92% OF THE HOUSEHOLDS WE SERVE HAVE CHILDREN UNDER THE AGE OF 18, 56.16% OF THE HEADS OF HOUSEHOLDS WE SERVE ARE PERSONS WITH A DISABILITY AND 19.70% OF ALL HOUSEHOLDS HAVE A HEAD OF HOUSEHOLD THAT IS ELDERLY. 9767657 9430258 HOUSING SUPPORTS PROVIDES INNOVATIVE AND PERSONALIZED SOLUTIONS TO ENSURE THAT INDIVIDUALS AND FAMILIES WHO ARE HOMELESS OR MOST AT RISK OF HOMELESSNESS CAN FIND AND SUSTAIN HOUSING. MBHP'S APPROACH IS "HOUSING FIRST, NOT HOUSING ONLY." OUR PROGRAMS OFFER A CONTINUUM OF SERVICES FROM INFORMATION AND REFERRAL TO IN-DEPTH INDIVIDUALIZED ASSESSMENT, COMPREHENSIVE CASE MANAGEMENT, INTENSIVE HOUSING SEARCH, TENANCY PRESERVATION AND FAIR HOUSING RESOURCES WHICH ADDRESS THE BARRIERS THAT MAKE IT DIFFICULT TO FIND OR MAINTAIN A HOME. IN FY 17 STAFF RESPONDED TO 12,139 PHONE, EMAIL AND WALK-IN INQUIRIES. OF THOSE, 7,198 INDIVIDUALS RECEIVED IN-PERSON BRIEF COUNSELING SERVICES, 173 RECEIVED INTENSIVE CASE MANAGEMENT SERVICES AND 68 RECEIVED HOARDING INTERVENTION SERVICES. ADDITIONALLY, MBHP ADMINISTERED 3.8 MILLION DOLLARS IN RESIDENTIAL ASSISTANCE FOR FAMILIES IN TRANSITION (RAFT) FUNDS TO ASSIST 1,464 FAMILIES. HOUSING SUPPORTS ALSO ADMINISTERED $40,000 IN PRIVATE FLEXIBLE FUNDS TO 36 NON-RAFT ELIGIBLE FAMILIES AND INDIVIDUALS. FINALLY, 773 FAMILIES RECEIVED STABILIZATION ASSISTANCE THROUGH THE HOMEBASE PROGRAM, 152 FAMILIES RECEIVED RE-HOUSING SERVICES TO MOVE OUT OF MOTELS. 72477 117670 PROGRAM ACTIVITIES INCLUDE THE ADMINISTRATION OF THE CEDAC HOME MODIFICATION LOAN PROGRAM TO FINANCE MODIFICATIONS TO HOMES TO PROVIDE FOR THE NEEDS OF PERSONS WITH DISABILITIES. 301070 2293 OFFICE DEVELOPMENT AND OTHER CORPORATE ACTIVITIES 301070 2293 146145952 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5054 0 138 1 0 0 0 0 0 0 0 0 X 23 23 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X THE CORPORATION 6178590400 125 LINCOLN STREET BOSTON MA 02111 STEVEN RIOFF CO-CHAIRMAN 1.00 X X 0 0 0 CYNTHIA LACASSE CO-CHAIRWOMAN 1.00 X X 0 0 0 STEPHEN ADAMO BOARD MEMBER 1.00 X 0 0 0 NADER ACEVEDO BOARD MEMBER 1.00 X 0 0 0 KEVIN BOYLE BOARD MEMBER 1.00 X 0 0 0 CASSANDRA M CLAY BOARD MEMBER 1.00 X 0 0 0 BRIAN DONOVAN BOARD MEMBER 1.00 X 0 0 0 JANET FRAZIER BOARD MEMBER 1.00 X 0 0 0 LANGLEY KEYES BOARD MEMBER 1.00 X 0 0 0 MARY-ANNE MORRISON BOARD MEMBER 1.00 X 0 0 0 JEFFREY H PACKARD BOARD MEMBER 1.00 X 0 0 0 ESTHER SCHLORHOLTZ BOARD MEMBER 1.00 X 0 0 0 CHARLES M SMITH BOARD MEMBER 1.00 X 0 0 0 DONALD E VAUGHAN BOARD MEMBER 1.00 X 0 0 0 TERRY SAUNDERS LANE CLERK 1.00 X X 0 0 0 PETER MUNKENBECK BOARD MEMBER 1.00 X 0 0 0 ELIZABETH GRUBER VICE CHAIRWOMAN 1.00 X X 0 0 0 JOSEPH KRIESBERG BOARD MEMBER 1.00 X 0 0 0 MICHAEL WIDMER BOARD MEMBER 1.00 X 0 0 0 PHILIP DORMAN BOARD MEMBER 1.00 X 0 0 0 ROBERT KAPLAN BOARD MEMBER 1.00 X 0 0 0 RICHARD MURAIDA BOARD MEMBER 1.00 X 0 0 0 DARRYL SETTLES BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER T NORRIS PRESIDENT/EXECUTIVE DIRECTOR 40.00 X 162728 0 14183 ANNE ROUSSEAU TREASURER/CFO 40.00 X 132525 0 5420 SUSAN NOHL DEPUTY DIRECTOR 40.00 X 119823 0 7398 HOWARD CLAYMAN DIRECTOR OF IT 40.00 X 107094 0 11341 KEVIN DONAHER DIRECTOR OF INSPECTION 40.00 X 108893 0 21769 631063 0 60111 5 0 1 0 ATRIUM STAFFING LLC 361 NEWBURY STREET 5TH FLOOR BOSTON MA 02115 TEMPORARY STAFFING 216188 COMPASS WORKING CAPITAL 89 SOUTH STREET SUITE 203 BOSTON MA 02111 SERVICE CONNECTION WITH FSS PROGRAM 117517 2 1303057 1303057 RENTAL SUBSIDIES 532000 145916101 145916101 CONTRACT SERVICE FEES 532000 563090 563090 146479191 54213 54213 147836461 146479191 0 54213 449824 373876 45218 30730 7082343 6518915 277326 286102 83571 77278 3191 3102 815507 747064 34803 33640 548758 499682 25322 23754 18206 8526 9680 89637 67924 21713 47166 47166 514812 348472 104632 61708 10302 5270 4792 240 63032 51891 6426 4715 970547 934486 36061 105491 93225 10985 1281 130786 22236 56159 52391 84594 82281 2313 115117 105949 9057 111 RENTAL SUBSIDIES 134511633 134511633 CONTRACT SERVICES 577629 534626 31244 11759 PAYMENTS TO SUBGRANTEES 390495 390495 POSTAGE 106528 99164 4477 2887 910290 672959 114800 122531 147626268 146145952 798199 682117 14000587 15523581 4409883 4521852 4666908 10710157 262733 223209 345142 240254 114744 104888 4323767 4406041 3635439 5370855 31414061 40860583 2997074 3068708 10010910 10879812 6306857 1112900 7014846 7541675 20022830 28909952 X 11391231 11950631 11391231 11950631 31414061 40860583 210193 349207 0 X X 0 1 X 1 1 1 X 672626 847802 873201 1622341 1303057 5319027 672626 847802 873201 1622341 1303057 5319027 5319027 8626 32067 52667 75866 54213 223439 5542466 672759546 0.95970 0.99970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 345142 240254 104888 104888 CLIENT DEPOSITS 829619 DEFERRED DEVELOPMENT COSTS 638425 RESTRICTED CASH 3607761 OTHER INVESTMENTS 295050 5370855 CEDAC HOME MODIFICATION LOANS 6711924 CLIENT DEPOSITS 829751 7541675 X PART X, LINE 2: THE ORGANIZATION EVALUATES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD, ALONG WITH ACCRUED INTEREST AND PENALTY THEREON WOULD BE RECORDED AS AN EXPENSE IN THE CURRENT YEAR FINANCIAL STATEMENTS. AT JUNE 30, 2017 THE ORGANIZATION BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS WITHIN ANY OF ITS OPEN TAX YEARS (2014-2016). X X X X X X 1 GKOLLABORATIVE 18 NW 107TH STREET MIAMI SHORES FL 33168 CAPITAL CAMPAIGN STRATEGY, MEETINGS 0 295859 29616 266243 DEK ASSOCIATES 168 ADAMS AVENUE WEST NEWTON MA 02465 CAPITAL CAMPAIGN STRATEGY, MEETINGS 0 173758 17550 156208 469617 47166 422451 MA X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER T NORRIS PRESIDENT/EXECUTIVE DIRECTOR 162728 0 0 0 0 0 3242 0 10941 0 176911 0 0 0 PART I, LINE 3 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS SET BY THE ORGANIZATION'S EXECUTIVE COMMITTEE BASED UPON COMPARABLE COMPENSATION DATA FOR THE SAME POSITION FOR ORGANIZATIONS OF SIMILAR SIZE WITHIN THE INDUSTRY. THE DECISION OF THE EXECUTIVE COMMITTEE IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO BEING FINALIZED A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 NONEAVAIL 2016-07-01 8500000 FACILITY CONSTRUCTION 0 0 0 A 6306857 127495 158392 3512489 2508481 2017 0 0 0 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BY-LAWS TO INCREASE THE NUMBER OF VOTING BOARD MEMBERS FROM 20 TO 25. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED TO THE AUDIT COMMITTEE DURING THE PRESENTATION OF THE AUDITED FINANCIAL STATEMENTS. THE FORM 990 IS ALSO DISTRIBUTED TO THE BOARD OF DIRECTORS. AFTER REVIEWING THE 990 AND ALL QUESTIONS HAVE BEEN ANSWERED THE RETURN IS ACCEPTED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF, DIRECTORS AND OFFICERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST. THE TRANSACTIONS AND ACTIVITIES OF THE ORGANIZATION ARE MONITORED ON AN ONGOING BASIS BY MANAGEMENT, THE BOARD OF DIRECTORS AND BOARD APPOINTED COMMITTEES. ANY CONFLICTS THAT ARISE ARE DEALT WITH ACCORDING TO THE ORGANIZATION'S DETAILED CONFLICT OF INTEREST POLICIES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR, DEPUTY DIRECTOR AND CHIEF FINANCIAL OFFICER IS SET BY THE ORGANIZATION'S EXECUTIVE COMMITTEE BASED UPON COMPARABLE COMPENSATION DATA FOR THE SAME POSITON FOR ORGANIZATIONS OF SIMILAR SIZE WITHIN OUR INDUSTRY. THE DECISION OF THE EXECUTIVE COMMITTEE IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO BEING FINALIZED. THE COMPENSATION OF ALL OTHER STAFF IS DETERMINED VIA A FORMAL SALARY ADMINSTRATION PROCESS. A JOB DESCRIPTION IS ESTABLISHED FOR EACH POSITION INCLUDING KNOWLEDGE, SKILLS, AND EXPERIENCES REQUIRED TO PERFORM THE JOB. EACH POSITION IS PRICED ACCORDING TO MARKET DATA FOR LIKE POSITIONS AT SIMILAR SIZED ENTITIES. ANNUAL INCREASES ARE BASED ON MERIT MEASURED BY APPROPRIATE INDICATORS OF JOB PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND BY REQUEST TO ANNE ROUSSEAU, CFO, METROPOLITAN BOSTON HOUSING PARTNERSHIP, 125 LINCOLN ST, 5TH FLOOR, BOSTON MA 02111 FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MBHP OFFICE CORPORATION 125 LINCOLN STREET BOSTON MA 02111 812357359 LEASE OFFICE SPACE TO MBHP MA 501(C)(3) 509(A)(3) METROPOLITAN BOSTON HOUSING PARTNERSHIP 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0