2016-01-29T17:51:39-06:00 2015-06-30 946214841 ARMANINO LLP 50 WEST SAN FERNANDO STREET STE 500 SAN JOSE CA 95113 990 2014-07-01 770458221 HOUSING CHOICES COALITION HOUS 4084985777 898 FAULSTICH COURT NO B SAN JOSE CA 95112 JAN STOKLEY EXECUTIVE DIRECTOR 4084985777 2016-01-20 1 LAWRENCE S KUECHLER P00233621 4082006400 2016-01-20 2014 2016-04-25 22:37:26Z JANETTE E STOKLEY 898 FAULSTICH COURT NO B SAN JOSE CA 95112 1331810 0 X WWW.HOUSINGCHOICES.ORG X 1997 CA TO ENHANCE THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES. 7 7 26 9 0 0 28385 33854 1148812 1297825 233 -250 463 0 1177893 1331429 0 0 0 0 668019 813026 0 0 140 357226 373550 1025245 1186576 152648 144853 621930 791590 78053 102860 543877 688730 X TO ENHANCE THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES BY CREATING QUALITY, AFFORDABLE HOUSING OPTIONS. 1 0 994694 1297956 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 225 UNITS OF AFFORDABLE HOUSING AT SIXTEEN 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 2014-2015, HCC COMPLETED THE LEASEUP OF TWENTY-SIX STUDIO APARTMENTS IN MOUNTAIN VIEW. HCC CURRENTLY HAS COMMITMENTS OF 86 UNITS AT FOUR ADDITIONAL PARTNER PROPERTIES CURRENTLY IN PLANNING AND DEVELOPMENT.HOUSING ACCESS:INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TURN TO HCC FOR HELP IN NAVIGATING THE COMPLEX MAZE OF AFFORDABLE RENTAL HOUSING PROVIDED BY MULTIPLE ORGANIZATIONS WITH INDEPENDENT WAITLISTS AND DIFFERENT ELIGIBILITY RULES AND PROCEDURES. SINCE 2002, HCC HAS PROVIDED INDIVIDUAL HOUSING ADVICE TO MORE THAN 3,000 PEOPLE WITH DEVELOPMENTAL DISABILITIES, AND HAS MOVED MORE THAN 1200 INTO AFFORDABLE RENTAL HOUSING. WITH HELP FROM HCC, MORE THAN 285 CLIENTS HAVE SECURED HOUSING CHOICE VOUCHERS, LEVERAGING AN ESTIMATED $3.5 MILLION ANNUALLY IN RENTAL SUBSIDY. A REVOLVING LOAN FUND HAS HELPED 110 CLIENTS PAY SECURITY DEPOSITS, AND 62 CLIENTS HAVE RECEIVED GRANTS FOR BASIC HOUSEHOLD NEEDS. IN FY 2014-2015, HCC SUPPORTED MORE THAN 1,000 PEOPLE WITH DEVELOPMENTAL DISABILITIES IN THEIR SEARCH FOR HOUSING.HOUSING STABILITY:HCC PROMOTES INDIVIDUAL HOUSING STABILITY AND SAFEGUARDS THE LONG-TERM AVAILABILITY OF RENTAL UNITS AT PARTNER PROPERTIES BY PROVIDING ON-SITE RESIDENT SUPPORT SERVICES FOR 225 PEOPLE WITH DEVELOPMENTAL DISABILITIES. HCC 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. HCC SPONSORS REGULAR WORKSHOPS AND SOCIAL EVENTS FOR RESIDENTS TO FOSTER LEADERSHIP AND CREATE SUPPORTIVE COMMUNITIES OF FRIENDS AND NEIGHBORS. 994694 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 5 0 26 1 0 0 0 0 0 0 0 0 0 0 X 7 7 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 2.00 X 0 0 0 GRACE GRIFFIN TO 052015 MEMBER AT LARGE 1.00 X 0 0 0 MARY BROWN TO 102014 MEMBER AT LARGE 1.00 X 0 0 0 SUE CAMPBELL SECRETARY 1.00 X X 0 0 0 NEAL FOLSOM MEMBER AT LARGE 1.00 X 0 0 0 JANE MALKOFSKY MEMBER AT LARGE 1.00 X 0 0 0 JAN STOKLEY EXECUTIVE DIRECTOR 40.00 X 95554 0 12211 95554 0 12211 0 0 0 0 0 33854 33854 SERVICE CONTRACT FEES 531110 1189575 1189575 RENTAL INCOME 531110 108250 108250 1297825 131 131 381 -381 -381 -381 1331429 1297825 0 -250 107935 83110 24825 574876 496368 78508 69004 61264 7740 61211 51835 9376 23236 23196 40 63590 44328 19262 2003 1903 100 43461 35559 7902 4685 3697 988 171327 165459 5868 19513 17842 1671 8755 7398 1357 5401 4587 814 10003 2801 7202 REPAIRS AND MAINTENANCE 14080 11542 2538 BAD DEBT EXPENSE 3573 3573 TRAINING 3318 2823 495 TENANT PROGRAM EXPENSES 605 605 1186576 994694 191742 140 293164 433637 145683 125389 108835 123635 2517 0 13185 9751 24208 37025 55949 39733 11526 16216 22812 45937 621930 791590 70966 95423 7087 7437 78053 102860 X 529352 676960 241 486 14284 11284 543877 688730 621930 791590 144853 0 X 0 1 X 1 0 X 59890 47591 76418 28385 33854 246138 22740 28780 29270 27173 27673 135636 82630 76371 105688 55558 61527 381774 27017 354757 191 123 147 233 131 825 463 463 383062 4823331 0.92610 0.89170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33395 29115 4280 22554 10618 11936 16216 DEPOSITS 8171 FUNDED RESERVES 37766 45937 TENANT SECURITY DEPOSITS 7437 7437 X 1403576 72147 72147 1331429 0 1331429 1258723 72147 72147 1186576 0 1186576 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, 2012 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS FOR THE YEARS ENDED JUNE 30, 2011 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD. FORM 990, PART III, LINE 2 IN FY 2014-2015, HCC COMPLETED THE LEASEUP OF TWENTY-SIX STUDIO APARTMENTS IN MOUNTAIN VIEW. HCC CURRENTLY HAS COMMITMENTS OF 86 UNITS AT FOUR ADDITIONAL PARTNER PROPERTIES CURRENTLY IN PLANNING AND DEVELOPMENT. 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.