2016-08-08T09:39:24-05:00 2015-12-31 560747981 DIXON HUGHES GOODMAN LLP 1829 EASTCHESTER DRIVE HIGH POINT NC 27265 990 2015-01-01 561805915 COMMUNITY AFFORDABLE HOUSING EQUITY CORPORATION COMM 9194200063 7700 FALLS OF NEUSE ROAD NO 200 RALEIGH NC 27615 DANA BOOLE PRESIDENT 9194200063 2016-08-05 1 KEVIN RAYFIELD P00290535 3368895156 2016-08-05 2015 2016-12-15 16:53:06Z DANA BOOLE 7700 FALLS OF NEUSE ROAD NO 200 RALEIGH NC 27615 9563590 0 X WWW.CAHEC.COM X 1992 NC PROMOTE AFFORDABLE HOUSING AND COMMUNITIES FOR THE BENEFIT OF LOW/MODERATE-INCOME POPULATION. 11 11 49 0 0 0 146825 162550 9520474 9272471 165551 128569 0 0 9832850 9563590 96667 50000 0 0 4880658 5217535 0 0 0 5012666 4170820 9989991 9438355 -157141 125235 27566653 26054830 2359987 801131 25206666 25253699 CAHEC'S PRIMARY MISSION IS TO RAISE CAPITAL TO FINANCE THE DEVELOPMENT OF AFFORDABLE MULTI-FAMILY RENTAL HOUSING UNDER THE PROVISIONS OF THE FEDERAL LOW-INCOME HOUSING TAX CREDIT PROGRAM (SECTION 42 OF IRC); AND MAKE AVAILABLE AN ARRAY OF SUPPORTIVE SERVICE INITIATIVES. 0 0 8350013 9290899 CAHEC RAISES AND INVESTS EQUITY CAPITAL IN QUALIFIED LOW-INCOME HOUSING TAX CREDIT AND OTHER TAX CREDIT PRODUCTS. IN 2015, CAHEC RAISED EQUITY CAPITAL OF $113,000,000 AND INVESTED IN 3,120 HOUSING UNITS. CAHEC ALSO PROVIDES CAPITAL THROUGH A SERIES OF COMMUNITY INVESTMENTS WHICH EMPOWERS RESIDENTS,PROMOTES THE DEVELOPMENT OF AFFORDABLE RENTAL AND OWNERSHIP HOUSING, AND FOSTERS SUSTAINABILITY WITHIN THE COMMUNITIES THAT IT SERVES. IN 2015, CAHEC'S COMMUNITY INVESTMENTS TOTALED $865,773 TO RESIDENTS, COMMUNITIES, DEVELOPMENTS, AND ORGANIZATIONS. 398339 50000 A KEY COMPONENT OF CAHEC'S COMMUNITY INVESTMENT EFFORTS IS ITS FIVE COMMUNITY PROGRAMS (DAVID T. PEET ADULT SCHOLARSHIP, COMMUNITY GRANT, REX D. WILLIAMS RESIDENT WELLNESS CENTER, TECHNOLOGY LEARNING CENTER, AND YOUTH LEADERSHIP INITIATIVE). THESE PROGRAMS, ADMINISTERED AND FUNDED BY CAHEC, ARE (I) FOR THE BENEFIT OF THE RESIDENTS WHO RESIDE IN THE DEVELOPMENTS THAT CAHEC INVESTS, AND (II) DESIGNED TO EMPOWER RESIDENTS BY ENCOURAGING THEM TO SET AND ACHIEVE GOALS, STRENGTHEN JOB SKILLS, AND TAKE CARE OF THEIR COMMUNITY. CAHEC PROVIDED OVER 990 HOURS OF COMMUNITY SERVICE TO LOCAL ORGANIZATIONS WHICH SUPPORT CAHEC'S MISSION. 8748352 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 19 0 1 49 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X ERIN GRIFFIN VP FINANCE OPERATIO 9194200063 7700 FALLS OF NEUSE ROAD SUITE 200 RALEIGH NC 27615 ANDREW BOWDEN BOARD MEMBER 1.00 X 0 0 0 ANDREW FOSTER VICE CHAIRMAN 1.00 X 0 0 0 CAROL JACKSON BOARD MEMBER 1.00 X 0 0 0 JAN ROUSH BOARD MEMBER 1.00 X 0 0 0 KEMPER BAKER BOARD MEMBER 1.00 X 0 0 0 MARILYN DRAYTON SECRETARY, TREASURER 1.00 X 0 0 0 MICHAEL GOODMON BOARD MEMBER 1.00 X 0 0 0 ROGER EARNHARDT BOARD MEMBER 1.00 X 0 0 0 TERRY BIBLEHEIMER CHAIRMAN OF THE BOARD 1.00 X 0 0 0 TUCKER BARTLETT BOARD MEMBER 1.00 X 0 0 0 KEITH NISBET BOARD MEMBER 1.00 X 0 0 0 CHARLES NEWCOMER VICE PRESIDENT 40.00 X 202404 0 27776 DANA BOOLE PRESIDENT AND CEO 40.00 X 378940 0 42084 ERIN GRIFFIN VICE PRESIDENT 40.00 X 150507 0 20876 JASPER KIMBRELL VICE PRESIDENT 40.00 X 145716 0 26788 JILL ODOM VICE PRESIDENT 40.00 X 151141 0 23029 WILLIAM MAYO VICE PRESIDENT 40.00 X 177376 0 33322 BRIAN OXFORD SR. MARKETS MGR. 40.00 X 112659 0 19406 MARCUS GIPNER FUND DEVT MGR. 40.00 X 144869 0 22827 PHILLIP WILKIE ACQUISITIONS MGR. 40.00 X 106306 0 22206 SAMUEL DAVIS INFORMATION SYSTEMS MGR. 40.00 X 115020 0 23356 YOLANDA WINSTEAD SR. ACQUISITIONS MGR 40.00 X 156950 0 27054 1841888 0 288724 11 0 1 0 BRYAN CAVE LLP ONE ATLANTIC CENTER FOURTEENTH FLO ATLANTA GA 30309 LEGAL 1208000 COMPASS SECURITIES 50 BRAINTREE HILL OFFICE PARK SUIT BRAINTREE MA 02184 BROKERAGE 816543 WOMBLE CARLYLE SANDRIDGE & RICE PLLC PO BOX 601879 CHARLOTTE NC 28260 LEGAL 120360 3 162550 162550 ACQUISITION FEES 900099 5969268 5969268 ASSET MANAGEMENT FEES 531390 1637925 1637925 ADMINISTRATIVE FEES 900099 775839 775839 OO&E FEES 900099 562539 562539 DUE DILIGENCE FEES 900099 60 60 326840 326840 9272471 110147 110147 18422 0 18422 18422 18422 9563590 9290899 0 110147 50000 50000 2130612 1917551 213061 2018760 1816884 201876 333822 300440 33382 445591 401032 44559 288750 259875 28875 1140344 1137554 2790 66165 61246 4919 18866 18866 32726 29453 3273 48058 43252 4806 278259 250433 27826 245488 220939 24549 184878 170421 14457 211388 211388 182386 164147 18239 138302 128841 9461 COMMUNITY PROGRAMS 348339 348339 BROKERAGE FEES 314647 314647 BAD DEBT EXPENSE 246633 246633 INVESTOR INITIATIVES 213362 213362 500979 461915 39064 9438355 8748352 690003 0 11182124 14960017 7723036 3440892 2007866 1287719 163332 206242 3500586 2016721 1531735 1483865 4958560 4676095 27566653 26054830 615802 371813 1744185 429318 2359987 801131 X 25206666 25253699 25206666 25253699 27566653 26054830 125235 -78202 0 X X 0 1 X 1 0 X 112250 134750 138900 146825 162550 695275 10834769 9992704 9843828 9455751 9290893 49417945 10947019 10127454 9982728 9602576 9453443 50113220 0 0 0 50113220 125440 150495 126441 119415 110147 631938 125440 150495 126441 119415 110147 631938 11072459 10277949 10109169 9721991 9563590 50745158 0.98750 0.98900 0.01250 0.01100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1510439 414176 1096263 1965547 1577945 387602 24600 24600 0 1483865 484353 C DEBT SECURITIES 4191742 F 4676095 SALARIES PAYABLE 212000 ACCRUED VACATION 185957 INTERCOMPANY PAYABLES 14538 PAYROLL TAX PAYABLE 16823 429318 X PART X, LINE 2: CAHEC; CAHEC BUILDING CORPORATION; CAHEC CAPITAL, INC.; CAHEC PROPERTIES CORPORATION; AND CAHEC FOUNDATION ARE EXEMPT FROM FEDERAL TAXATION UNDER SECTIONS 501(C)(3) AND 501(C)(2) OF THE INTERNAL REVENUE CODE; THEREFORE, NO INCOME TAXES ARE REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR THESE ENTITIES. CAHEC HOLDINGS, LLC; CAHEC NEW MARKETS, LLC; AND CAHEC ENERGY, LLC ARE SINGLE-MEMBER LIMITED LIABILITY COMPANIES THAT HAVE ELECTED TO BE TAXED AS CORPORATIONS. AS OF DECEMBER 31, 2015, THE ORGANIZATION HAD NO ACCRUED INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE ENTITIES HAVE NOT BEEN INFORMED BY ANY TAX AUTHORITIES FOR ANY JURISDICTION THAT ANY OF ITS OPEN TAX YEARS ARE UNDER EXAMINATION AS OF DECEMBER 31, 2015. 1 ATHENS LAND TRUST INC 685 NORTH POPE STREET ATHENS GA 30601 582154133 501(C)(3) 10000 OPEN DOORS HOMEOWNERSHIP GRANT MOUNTAIN HOUSING OPPORTUNITIES INC 64 CLINGMAN AVENUE SUITE 101 ASHEVILLE NC 28801 581816998 501(C)(3) 15000 OPEN DOORS HOMEOWNERSHIP GRANT BETTER HOUSING COALITION PO BOX 12117 RICHMOND VA 23241 541479059 501(C)(3) 25000 OPEN DOORS HOMEOWNERSHIP GRANT 3 0 PART I, LINE 2: ALL GRANTEES ARE REQUIRED TO SUBMIT (1) A FINAL REPORT WITH PHOTOS, WITHIN TWO YEARS OF COMPLETION, DESCRIBING HOW THE GRANT FUNDING WAS APPLIED TO THE PROJECT, AND (II)DETAILS OF ONE NEW HOMEOWNER AS AN EXAMPLE OF A SUCCESS STORY. GRANT APPLICANTS ARE NOT ALLOWED TO SUBMIT AN APPLICATION TWO YEARS IN A ROW. 1 X X X X 0 0 0 0 0 1 0 0 0 CHARLES NEWCOMER VICE PRESIDENT 194404 0 8000 0 0 0 19835 0 7941 0 230180 0 0 0 DANA BOOLE PRESIDENT AND CEO 343400 0 23000 0 12540 0 26500 0 15584 0 421024 0 0 0 ERIN GRIFFIN VICE PRESIDENT 139994 0 10000 0 513 0 10025 0 10851 0 171383 0 0 0 JASPER KIMBRELL VICE PRESIDENT 137716 0 8000 0 0 0 14871 0 11917 0 172504 0 0 0 JILL ODOM VICE PRESIDENT 150610 0 0 0 531 0 15088 0 7941 0 174170 0 0 0 WILLIAM MAYO VICE PRESIDENT 166376 0 11000 0 0 0 17738 0 15584 0 210698 0 0 0 MARCUS GIPNER FUND DEVT MGR. 135000 0 13000 0 -3131 0 7243 0 15584 0 167696 0 0 0 YOLANDA WINSTEAD SR. ACQUISITIONS MGR 148950 0 8000 0 0 0 15695 0 11359 0 184004 0 0 0 PART I, LINE 6 THE BOARD PASSED A MOTION TO FUND A DISCRETIONARY SUPPLEMENTAL COMPENSATION POOL NOT TO EXCEED $212,000. THE DISCRETIONARY SUPPLEMENTAL COMPENSATION WAS FOR ALL ELIGIBLE EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S BOARD FOR REVIEW AND APPROVAL PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD ANNUALLY REVIEWS ITS CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S COMPENSATION COMMITTEE REGULARLY REVIEWS ITS HUMAN RESOURCE POLICIES AND PROCEDURES, COMPENSATION, AND MARKET STUDIES (AS PREPARED BY ITS COMPENSATION CONSULTANT AND INDUSTRY SPECIFIC REPORTS). THE ORGANIZATION'S COMPENSATION CONSULTANT HAS OVER 25 YEARS EXPERIENCE IN (I) COLLECTING, ANALYZING, AND DEVELOPING EQUITABLE PAY STRUCTURES AND (II) ASSISTING IN SELECTING AND IMPLEMENTING APPROPRIATE PAY STRUCTURES FOR EMPLOYEES. THE CONSULTANT AND CAHEC COMPENSATION COMMITTEE PEFORM ANNUAL REVIEWS TO THE PLUS POLICY, RANGES AND SALARIES. THEY ALSO REVIEW ALL PROMOTIONS AND FUTURE NEW HIRES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS ITS GOVERNING DOCUMENTS AND FORM 990 AVAILABLE FOR REVIEW AT ITS OFFICE LOCATED AT 7700 FALLS OF NEUSE ROAD, RALEIGH, NC 27615. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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