2016-11-02T13:53:07-05:00 2015-12-31 043520245 GUYDER HURLEY PC 36 MILLER STILE RD QUINCY MA 021695423 990 2015-01-01 223035152 MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CT INC MUTU 2033596940 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 RENEE DOBOS EXECUTIVE DIRECTOR 2033596940 2016-11-02 true J THOMAS HURLEY P01219491 6173766226 2016-11-02 2015 2017-02-10 21:41:12Z X RENEE DOBOS 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 3278927 false X WWW.MHASWCT.ORG X 1996 CT THE MISSION OF THE ASSOCIATION IS TO DEVELOP, FINANCE, OWN, LEASE AND MANAGE SAFE, QUALITY, PERMANENTLY AFFODABLE HOUSING FOR LOW AND MODERATE- INCOME HOUSEHOLDS THROUGHOUT FAIRFIELD COUNTY, CONNECTICUT. MHA SEEKS TO CREATE A CONTINUUM OF HOUSING OPPORTUNITIES FOR ALL SECTORS OF THE COMMUNITY AND SERVE AS AN ONGOING PRODUCER OF AFFORDABLE HOUSING THROUGHOUT THE SOUTHWESTERN CONNECTICUT REGION TO MEET PRESENT AND FUTURE HOUSING NEEDS. BEYOND THE DEVELOPMENT OF HOUSING, MHA ENCOURAGES THE PRESERVATION AND GROWTH OF HEALTHY, STABLE AND DIVERSE NEIGHBORHOODS THROUGH THE EMPOWERMENT AND SELF-DETERMINATION OF RESIDENTS BY PROVIDING ONGOING TRAINING AND SUPPORT, AND COMMUNITY ORGANIZING THAT ENCOURAGES NEIGHBORHOOD RESIDENTS, BUSINESS OWNERS, GOVERNMENT, AND OTHER STAKEHOLDERS TO LIVE AND WORK TOGETHER IN PARTNERSHIP. 13 13 29 0 247213 813624 1970311 2426645 -72172 1005 431251 37653 2576603 3278927 0 0 730813 862384 0 0 1957605 1740872 2688418 2603256 -111815 675671 18406500 17567760 4412381 5185639 13994119 12382121 TO CREATE AND SUSTAIN HOUSING, REVITALIZE NEIGHBORHOODS, AND ENHANCE THE QUALITY OF LIFE FOR LOW AND MODERATE INCOME RESIDENTS OF FAIRFIELD COUNTY. false false 1478555 714630 EXPENSES RELATED TO THE OPERATION OF VARIOUS RESIDENTIAL COMPLEXES IN FAIRFIELD COUNTY, CT, WHICH PROVIDE AFFORDABLE HOUSING FOR LOW TO MODERATE INCOME FAMILIES. THE PROJECTS INCLUDE PARKSIDE GABLES, FAIRFIELD COMMONS, CONGER HOUSE, AND MHA YALE STREET. 800970 1749668 PREVENTION AND ELIMINATION OF NEIGHBORHOOD DETERIORATION BY SPONSORING, DEVELOPING, OWNING, AND/OR OPERATING QUALITY HOUSING FOR LOW AND MODERATE INCOME RESIDENTS IN FAIRFIELD COUNTY, CT. 2279525 true true false false false false false false true false true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false true true true true false false true 14 0 29 true false false false false false false false false false false X 13 13 false true false false false false false true true false false true true true true true true true true false CT X RENEE DOBOS 2036720226 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 EURANIA ALICEA DIRECTOR 2.00 4.00 X 0 0 0 CAMERON BUDAY DIRECTOR 2.00 4.00 X 0 0 0 JENNIFER CHADWICK PRESIDENT 2.00 4.00 X X 0 0 0 LISA FEINBERG VICE PRESIDE 2.00 4.00 X X 0 0 0 TIMOTHY HODGES DIRECTOR 2.00 4.00 X 0 0 0 ALICIA JOHNSON DIRECTOR 2.00 4.00 X 0 0 0 THERESA KORIN DIRECTOR 2.00 4.00 X 0 0 0 SYLVAN POMERANTZ DIRECTOR 2.00 4.00 X 0 0 0 VALERIE ROSENSON DIRECTOR 2.00 4.00 X 0 0 0 STEPHANIE ROSS SECRETARY 2.00 4.00 X X 0 0 0 MILAGROSA SEGUINOT DIRECTOR 2.00 4.00 X 0 0 0 MICHAEL WIEDERLIGHT DIRECTOR 2.00 4.00 X 0 0 0 NATHANIEL YORDON TREASURER 2.00 4.00 X X 0 0 0 RENEE DOBOS EXECUTIVE DI 45.00 4.00 X 50192 0 2865 SELVIN OSBOURNE CFO 45.00 4.00 X 129903 0 29530 MARTEY RHINE INTERIM EXEC 45.00 4.00 X 104201 0 0 284296 32395 2 false true false HAYNES CONSTRUCTION COMPANY 32 PROGRESS AVENUE STAMFORD CT 06902 GENERAL CONTRAC 1242179 HOUSING DEVELOPMENT TEAM LLC 2505 MAIN STREET SUITE 20 STRATFORD CT 06615 DEVELOPMENT CON 143130 WIGGIN DANA LLP ONE CENTURY TOWER PO BOX 1832 NEW HAVEN CT 06508 LEGAL SERVICES 136826 LAUREL HOUSE 1616 WASHINGTON BLVD STAMFORD CT 06902 SUPPORTIVE SERV 110900 4 804992 8632 813624 INCOME FROM PASSTHROUGHS 531390 1148190 1148190 RENTAL INCOME 531110 695606 695606 DEVELOPER FEES 531390 200000 200000 MANAGEMENT FEES 531310 187868 187868 INTEREST INCOME - PROGRAM N/R 531390 176871 176871 18110 18110 2426645 1005 1005 LAUNDRY & OTHER TENANT CHARGE 531390 19024 19024 OTHER INCOME 900099 18629 18629 37653 3278927 2464298 1005 316692 316692 422638 422638 69642 69642 53412 53412 27797 26874 923 86901 16000 70901 71944 71944 41866 9113 32753 2731 2731 843229 730833 112396 4176 72 4104 20784 20784 361585 360222 1363 52876 52876 SUPPORT SERVICES 108000 108000 MISCELLANEOUS 76570 811 75759 BAD DEBTS 37665 37665 DUES & SUBSCRIPTIONS 4748 4748 2603256 2279525 323731 0 120182 89214 429048 533288 60833 37741 55545 249284 249284 56480 84377 14600771 6441593 8497959 8159178 17660 14340 8937313 8382534 18406500 17567760 261303 327252 12972 61220 2636124 2802958 1514954 1981237 4412381 5185639 X 10104229 8442231 3889890 3939890 13994119 12382121 18406500 17567760 675671 -172421 -2115248 X false true X true true true X 1003862 378451 434695 247213 813624 2877845 1003862 378451 434695 247213 813624 2877845 2877845 378917 170219 154632 161520 1005 866293 149362 187027 431251 767640 4511778 11120779 0.63790 0.62990 X PART II, LINE 10 767,640 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 463495 463495 13898541 6212221 7686320 238735 229372 9363 8159178 NOTES RECEIVABLE 4125635 DUE FROM AFFILIATE 1094177 DEFERRED DEVELOPER FEES RECEIVABLE 1041260 MORTGAGES RECEIVABLE 1019470 INVESTMENT IN LIMITED PARTNERSHIP 671605 CONSTRUCTION IN PROGRESS 418048 ACCRUED INTEREST RECEIVABLE 7100 LOAN COSTS 5239 OTHER 8382534 INVESTMENT IN LIMITED PARTNERSHIP 802167 OTHER NOTES PAYABLE 500000 REFUNDABLE MEMBERSHIP FEES 387453 LINE OF CREDIT 291617 1981237 X SCHEDULE D, PAGE 2, PART IV, LINE 2B THE ESCROW ACCOUNT LIABILITY ON PART X LINE 21 CONSISTS OF TENANT SECURITY DEPOSITS WHICH ARE HELD IN A SEPARATE BANK ACCOUNT. THE DEPOSITS ARE REFUNDED TO THE TENANT UPON TERMINATION OF THE LEASE. SCHEDULE D, PAGE 3, PART X MHA HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2015. MHA'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2012 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF APPLICABLE, MHA WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS PART OF INTEREST EXPENSE IN THE CONSOLIDATED STATEMENT OF ACTIVITIES AND INCLUDE ACCRUED INTEREST AND PENALTIES IN ACCRUED EXPENSES IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. MHA DID NOT RECOGNIZE ANY INTEREST OR PENALTIES ASSOCIATED WITH TAX MATTERS FOR THE YEAR ENDED DECEMBER 31, 2015. X X X false false false false false false false false false SELVIN OSBOURNE CFO 129903 29530 159433 FORM 990 ELECTION PURSUANT TO IRC 168(H)(6)(F)(II) MHA-NNI TRINITY PARK LLC 434 MAPLEWOOD AVENUE BRIDGEPORT, CT 06605 EMPLOYER IDENTIFICATION NUMBER: 47-4385750 FOR THE YEAR ENDING: DECEMBER 31, 2015 MHA-NNI TRINITY PARK LLC IS 79% OWNED BY THE TAX-EXEMPT ENTITY, MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC. AS SUCH, MHA-NNI TRINITY PARK LLC IS CONSIDERED A TAX-EXEMPT CONTROLLED ENTITY AS DEFINED IN CODE SECTION 168(H)(6)(F)(II). MHA-NNI TRINITY PARK LLC HEREBY ELECTS TO HAVE ITS TAX-EXEMPT SHAREHOLDER TREAT AS UNRELATED BUSINESS TAXABLE INCOME (UNDER CODE SECTION 511) ANY DIVIDENDS, INTEREST, OR GAIN FROM A SALE OF STOCK WITH RESPECT TO THIS CONTROLLED ENTITY. THIS ENTITLES THIS TAX-EXEMPT CONTROLLED ENTITY, TO NOT BE TREATED AS A TAX-EXEMPT ENTITY. THIS ELECTION IS EFFECTIVE FOR THIS TAX YEAR AND ALL FUTURE TAX YEARS. IT IS A BINDING AND IRREVOCABLE ELECTION. FORM 990, PAGE 6, PART VI, LINE 3 THE ORGANIZATION CONTRACTED WITH AN OUTSIDE CONSULTANT TO PROVIDE EXECUTIVE DIRECTOR LEADERSHIP ON AN INTERIM BASIS DURING 2015 UNTIL A NEW PERMANENT EXECUTIVE DIRECTOR COULD BE HIRED. FORM 990, PAGE 6, PART VI, LINE 11B THE TAX RETURN IS REVIEWED BY MANAGEMENT AND THE TREASURER PRIOR TO FILING. THE FINAL RETURN IS MADE AVAILABLE FOR REVIEW TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C THE EXECUTIVE DIRECTOR OF THE ASSOCIATION MONITORS ALL TRANSACTIONS FOR POTENTIAL CONFLICTS OF INTEREST THAT HAVE BEEN DISCLOSED BY BOARD MEMBERS AND DISCLOSES POTENTIAL ISSUES TO THE BOARD PRESIDENT IN ORDER TO RESOLVE POTENTIAL CONFLICTS. FOR EACH INTEREST DISCLOSED, THE BOARD PRESIDENT WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO REFRAIN FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE ASSOCIATION; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ASSOCIATION OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ASSOCIATION'S REMOVAL PROCEDURES. FORM 990, PAGE 6, PART VI, LINE 15A THE COMPENSATION OF THESE INDIVIDUALS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF THE ORGANIZATION. NORMALLY, COMPARABILITY DATA FROM NEIGHBORWORKS AND OTHER NONPROFIT ORGANIZATIONS IS PROVIDED TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE VOTES ON STAFF SALARIES AND MAKES A RECOMMENDATION OF A TOTAL STAFF SALARY FIGURE IN THE ANNUAL BUDGET WHICH IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15B THE COMPENSATION OF THESE INDIVIDUALS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF THE ORGANIZATION. NORMALLY, COMPARABILITY DATA FROM NEIGHBORWORKS AND OTHER NONPROFIT ORGANIZATIONS IS PROVIDED TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE VOTES ON STAFF SALARIES AND MAKES A RECOMMENDATION OF A TOTAL STAFF SALARY FIGURE IN THE ANNUAL BUDGET WHICH IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND TAX RETURNS CAN BE VIEWED ON THE GUIDESTAR WEBSITE. FORM 990, PART XI, LINE 9 ADJUST TO CORRECT 2014 NET ASSETS -164,891 2014 INVESTMENT IN HUNTINGTON -245 2014 INVESTMENT IN TRINITY -1,753,206 2014 INVESTMENT IN MHA WOODWARD -196,906 TOTAL -2,115,248 MHA YALE STREET LLC 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 830425341 AFFORD HSG CT 27876 348658 MHASWCT MHA CONGER HOUSE LLC 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 342046509 AFFORD HSG CT 134788 1434729 MHASWCT MHA FAIRFIELD COMMONS I INC 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 274315350 AFFORD HSG CT 3 9 MHASWCT true TRINITY PARK MUTUAL HSG ASSN INC 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 061403846 AFFORD HSG CT 3 9 MHASWCT true MAPLEWOOD COURT MUTUAL HSG ASSN IN 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 061483608 AFFORD HSG CT 3 7 MHASWCT true YALE STREET MUTUAL HOUSING INC 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 061466506 AFFORD HSG CT 3 7 MHASWCT true GREENFIELD COMMONS INC 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 371530477 ELDER HSG CT 3 9 MHASWCT true WILTON COMMONS GP INC 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 452797586 AFFORD HSG CT 3 11A N/A false MHA MERTON HOUSE LLC 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 010864466 AFFORD HSG CT 3 9 MHASWCT true YALE STREET LIMITED PARTNERSHIP 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 061468585 AFFORD HSG CT N/A false false WOODWARD CLIFFS LIMITED PARTNERSHIP 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 061448620 AFFORD HSG CT N/A false false HUNTINGTON SENIOR HOUSING LP 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 550815684 AFFORD HSG CT N/A RELATED -23 715968 false true 0.00010 TRINITY PARK MUTUAL HOUSING ASSN LP 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 061439551 AFFORD HSG CT N/A RELATED -30094 -605955 true false 0.99000 MAPLEWOOD SCHOOL APARTMENTS LP 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 061413288 AFFORD HSG CT N/A false false WILTON COMMONS APARTMENTS LP 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 273928884 AFFORD HSG CT N/A false false MHA WOODWARD CLIFFS LLC 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 452853241 AFFORD HSG CT N/A RELATED -1128 -58039 false false 0.51000 TRINITY PARK APARTMENTS LP 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 453685368 AFFORD HSG CT N/A false false MHA-NNI TRINITY PARK LLC 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 474385750 AFFORD HSG CT MHASWCT C CORP -5 0.79000 true MHA MAPLEWOOD COURT LLC 434 MAPLEWOOD AVENUE BRIDGEPORT CT 06605 463418001 AFFORD HSG CT MHASWCT C CORP 1.00000 true false false false true true false false false false false false true false false true true false false false GREENFIELD COMMONS INC D 88040 CASH ADVANCES MADE MHA FAIRFIELD COMMONS I INC E 69297 CASH ADVANCES MADE