2017-02-01T18:21:55-06:00 2016-06-30 946214841 Armanino LLP 50 W San Fernando St Ste 500 San Jose CA 95113 990 2015-07-01 770458221 Housing Choices Coalition HOUS 4084985777 898 Faulstich Court No B San Jose CA 95112 JANETTE E STOKLEY EXECUTIVE DIRECTOR 4084985777 2017-01-30 1 Lawrence S Kuechler P00233621 4082006400 2017-01-30 2015 2021-01-29 14:40:06Z JANETTE E STOKLEY 898 Faulstich Court No B San Jose CA 95112 1821507 0 X WWW.HOUSINGCHOICES.org X 1997 CA TO ENHANCE THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES. 8 8 38 10 0 0 33854 52764 1297825 1768693 -250 50 0 0 1331429 1821507 0 0 0 0 813026 1167773 0 0 1587 373550 435868 1186576 1603641 144853 217866 791590 1037894 102860 131298 688730 906596 X To enhance the lives of people with developmental disabilities by creating quality, affordable housing options. 1 0 1382149 1768693 HCC 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. HCC has a solid record of achievement in its three program areas: Housing Development, Housing Access, and Housing Stability.Housing Development:HCC 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) HCC 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 FY 2015-2016, the Organization completed the lease-up of 11 one bedroom apartments in the Japantown Senior Apartment in San Jose. The senior housing project represents an important milestone for the field of developmental disabilities because it reflects the growing life expectancies of people with developmental disabilities, compared to earlier decades. The Organization currently has commitments of 88 units at four additional Partner Properties currently in planning and development in Sunnyvale, San Jose, and Watsonville. In addition, the Organization is negotiating agreements for an additional 73 units at four other Partner Properties in Sunnyvale, Palo Alto, Santa Cruz, and Santa Clara.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 3,500 people with developmental disabilities, and has moved more than 1,300 into affordable rental housing. In FY 2015-2016, the Organization supported more than 1,000 people with developmental disabilities in their search for housing.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. 1382149 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 7 0 38 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Janette E Stokley 4084985777 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 Gloria McCandless MEMBer at Large 1.00 X 0 0 0 Sue Campbell Secretary 2.00 X X 0 0 0 Neal Folsom to March 2016 MEMBer at Large 1.00 X 0 0 0 Jane Malkofsky to may 2016 Member at Large 1.00 X 0 0 0 Ron Soto from Sep 2015 MEMBer at Large 1.00 X 0 0 0 Michael Ojeda From May 2016 mEMBer at Large 1.00 X 0 0 0 Kathy Weitsman From May 2016 mEMBer at Large 1.00 X 0 0 0 JAN STOKLEY Executive Director 40.00 X 103995 0 12630 103995 0 12630 1 0 0 0 0 52764 52764 SERVICE CONTRACT FEES 531110 1661754 1661754 Rental Income 531110 106939 106939 1768693 50 50 1821507 1768693 0 50 124873 92406 31529 938 852104 765004 87100 102348 91080 11268 88448 77836 10528 84 23922 55 23803 64 97288 65607 31681 348 57 291 40505 34334 5978 193 5219 3926 1293 175215 170791 4410 14 31821 31334 487 10881 9815 1066 8806 7854 949 3 11776 2867 8909 Repairs and Maintenance 15692 14860 832 Training 8816 8744 72 BAD DEBT EXPENSE 4971 4971 TENANT PROGRAM EXPENSES 608 608 1603641 1382149 219905 1587 433637 649176 125389 106617 123635 158651 9751 4358 37025 36246 63349 48539 16216 14810 45937 68036 791590 1037894 95423 124161 7437 7137 102860 131298 X 676960 873827 486 26456 11284 6313 688730 906596 791590 1037894 217866 0 X 0 1 X 1 0 X 47591 76418 28385 33854 52764 239012 28780 29270 27173 27673 28179 141075 76371 105688 55558 61527 80943 380087 32125 347962 123 147 233 131 50 684 463 463 381234 5807773 0.91270 0.92610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33395 31676 1719 29954 16863 13091 14810 DEPOSITS 11379 FUNDED RESERVES 56657 68036 Tenant security deposits 7137 7137 X 1887486 65979 65979 1821507 0 1821507 1669620 65979 65979 1603641 0 1603641 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 III, line 2 In FY 2015-2016, the Organization launched a new initiative to provide intensive housing case management for a growing population of homeless people with developmental disabilities. Starting with an initial caseload of twenty homeless people with developmental disabilities, the Organization became a part 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 FY 2015-2016, Housing Choices added another Partner Property to its portfolio, Japantown Senior Housing in San Jose. This property includes 10 affordable rental units set aside for people with developmental disabilities who are 55 years of age or older. Housing Choices will provide supportive services to these seniors with developmental disabilities to aid them in maintaining housing stability. Form 990, Part VI, Section B, line 11 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.