HOUSING TRUST SILICON VALLEY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HOUSING TRUST SILICON VALLEY (EIN 77-0545135)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-01-13
- IRS object ID
- 201620149349301522
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-13T17:48:26-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941250261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDQUIST VON HUSEN & JOYCE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 NEW MONTGOMERY STREET 11TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770545135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSING TRUST SILICON VALLEY | BusinessNameLine1Txt |
| Business Name Line2 | (FORMERLY HOUSING TRUST OF SANTA CLARA) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 4084363450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 S MARKET ST NO 610 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN ZWICK | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4084363450 | PhoneNum |
| Signature | 2016-01-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXIS H WONG | PreparerPersonNm |
| PTIN | P00604756 | PTIN |
| Phone | 4159579999 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN ZWICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 S MARKET ST NO 610 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,365,086 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOUSINGTRUSTSV.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE HOUSING TRUST SILICON VALLEY MAKES LOANS AND GRANTS TO INCREASE THE SUPPLY OF AFFORDABLE HOUSING WITHIN SANTA CLARA COUNTY, ASSISTING FIRST TIME HOMEBUYERS, PREVENTING HOMELESSNESS AND STABILIZING NEIGHBORHOODS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,840,985 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,753,939 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $184,817 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $408,123 | CYProgramServiceRevenueAmt |
| PY Investment Income | $692,827 | PYInvestmentIncomeAmt |
| CY Investment Income | $739,706 | CYInvestmentIncomeAmt |
| PY Other Revenue | $149,350 | PYOtherRevenueAmt |
| CY Other Revenue | $162,708 | CYOtherRevenueAmt |
| PY Total Revenue | $5,867,979 | PYTotalRevenueAmt |
| CY Total Revenue | $8,064,476 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,050,622 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,277,122 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,388,318 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,519,459 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $175,190 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $857,264 | PYOtherExpensesAmt |
| CY Other Expenses | $660,115 | CYOtherExpensesAmt |
| PY Total Expenses | $4,296,204 | PYTotalExpensesAmt |
| CY Total Expenses | $3,456,696 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,571,775 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,607,780 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $46,030,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,554,076 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,482,580 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,413,580 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,548,294 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,140,496 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE HOUSING TRUST SILICON VALLEY IS TO MAKE SILICON VALLEY A MORE AFFORDABLE PLACE TO LIVE. THE HOUSING TRUST MAKES LOANS AND GRANTS TO INCREASE THE SUPPLY OF AFFORDABLE HOUSING, ASSIST FIRST-TIME HOMEBUYERS, PREVENT HOMELESSNESS AND STABILIZE NEIGHBORHOODS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $750,157 | ExpenseAmt |
| Grant | $9,000 | GrantAmt |
| Revenue | $246,481 | RevenueAmt |
| Desc | AFFORDABLE MULTI-FAMILY RENTAL PROGRAM - THE PROGRAM IS DESIGNED TO HELP CREATE AFFORDABLE MULTI-FAMILY RENTAL HOUSING UNITS IN COMMUNITIES THROUGHOUT SILICON VALLEY THROUGH GRANTS AND LOANS TO QUALIFIED DEVELOPERS OF AFFORDABLE MULTI-FAMILY | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $631,668 | ExpenseAmt |
| Grant | $356,504 | GrantAmt |
| Desc | HOMELESS AND SPECIAL NEEDS PROGRAM - THE PROGRAM IS DESIGNED TO HELP PREVENT HOMELESSNESS IN CITIES ACROSS SILICON VALLEY THROUGH GRANTS AND LOANS TO QUALIFIED DEVELOPERS OF HOUSING FOR THE HOMELESS AND/OR THOSE WITH SPECIAL NEEDS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,211,856 | ExpenseAmt |
| Grant | $671,220 | GrantAmt |
| Revenue | $98,391 | RevenueAmt |
| Desc | HOMEBUYER PROGRAM - HOUSING TRUST OFFERS THE DOWNPAYMENT ASSISTANCE PROGRAM, MORTGAGE ASSISTANCE PROGRAM, AND CLOSING COST ASSISTANCE PROGRAM, AND EQUITY SHARE CO-INVESTMENT PROGRAM TO HELP QUALIFIED HOMEBUYERS IN SANTA CLARA COUNTY WITH SECOND MORTGAGE, DOWNPAYMENT AND CLOSING COSTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $561,928 | ExpenseAmt |
| Grant | $240,398 | GrantAmt |
| Revenue | $63,251 | RevenueAmt |
| Desc | NEIGHBORHOOD STABILIZATION AND FORECLOSURE MITIGATION PROGRAMS: HOUSING TRUST WAS AWARDED $25,000,000 IN NSP 2 GRANT FUNDS FROM HUD IN 2010. LEADING THE SAN JOSE CONSORTIUM, HOUSING TRUST GRANTED FUNDS TO SUB-RECIPIENT, CITY OF SAN JOSE, FOR THE ACQUISITION AND REHABILITATION OF FORECLOSED AND ABANDONED HOMES FOR RESALE TO LOW AND MODERATE INCOME HOUSEHOLDS. IN ADDITION HOUSING TRUST PROVIDED INFORMATION AND REFERRAL SERVICES TO ASSIST FAMILIES IMPACTED BY FORECLOSURE NAVIGATE THROUGH THE FORECLOSURE PROCESS. SERVICES PROVIDED INCLUDE PREVENTION, INTERVENTION AND FAMILY RE-STABILIZATION.ADVOCACY AND POLICY - HOUSING TRUST LAUNCHED SV@HOME, AN AFFORDABLE HOUSING POLICY AND EDUCATION PROGRAM IN JUNE 2015. SV@HOME ADVOCATES POLICIES, PROGRAMS, LAND USE, AND FUNDING THAT LEAD TO AN INCREASED SUPPLY OF AFFORDABLE HOUSING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $561,928 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $240,398 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $63,251 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,155,609 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 211 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4084363450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 S MARKET STREET STE 610 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| AMANDA MONTEZ | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ART FATUM | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CANDICE GONZALEZ | ||||||||
| FIRST VICE-CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ERIN BRENNOCK | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE BROWN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HILDA RAMIREZ | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HON ASH KALRA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HON DANIEL FURTADO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HON STEVE TATE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN BARTON | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOHN MCLEMORE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN PAUL BRUNO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN KING | ||||||||
| SECOND VICE-CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LINDA MANDOLINI | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LORENA MENDEZ-QUEZADA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY CHANDLER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL GROSSMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SHERRARD | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SHILOH BALLARD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SPARKY HARLAN | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KEVIN ZWICK | ||||||||
| CEO | 40.00 | 0.00 | $169,197 | $0 | $24,115 | Yes (X) | ||
| MAUREEN SHILLING | ||||||||
| CFO | 40.00 | 0.00 | $123,997 | $0 | $30,086 | Yes (X) | ||
| JAMES MATHER | ||||||||
| CLO | 40.00 | 0.00 | $111,194 | $0 | $27,242 | Yes (X) | ||
| SANDRA MURILLO | ||||||||
| DIRECTOR OF GRANTS ADMINISTRATION | 40.00 | 0.00 | $102,568 | $0 | $7,881 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $506,956 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $89,324 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $56,702 | FundraisingAmt |
| Government Grants | $5,760,627 | GovernmentGrantsAmt |
| All Other Contributions | $936,610 | AllOtherContributionsAmt |
| Noncash Contributions | $56,702 | NoncashContributionsAmt |
| Total Contributions | $6,753,939 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE FEE | Desc |
| Business | 531390 | BusinessCd |
| Total Revenue Column | $408,123 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $408,123 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $408,123 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $672,135 | TotalRevenueColumnAmt |
| Exclusion | $672,135 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,265,924 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,198,353 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $67,571 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,571 | TotalRevenueColumnAmt |
| Exclusion | $67,571 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $264,965 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $56,702 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $102,257 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $162,708 | TotalRevenueColumnAmt |
| Exclusion | $162,708 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,064,476 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $408,123 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $902,414 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $886,708 | TotalAmt |
| Program Services | $886,708 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,414 | TotalAmt |
| Program Services | $390,414 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,831 | TotalAmt |
| Program Services | $416,210 | ProgramServicesAmt |
| Management And General | $31,777 | ManagementAndGeneralAmt |
| Fundraising | $37,844 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $806,091 | TotalAmt |
| Program Services | $689,515 | ProgramServicesAmt |
| Management And General | $53,465 | ManagementAndGeneralAmt |
| Fundraising | $63,111 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,784 | TotalAmt |
| Program Services | $45,590 | ProgramServicesAmt |
| Management And General | $3,707 | ManagementAndGeneralAmt |
| Fundraising | $3,487 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,059 | TotalAmt |
| Program Services | $73,426 | ProgramServicesAmt |
| Management And General | $5,176 | ManagementAndGeneralAmt |
| Fundraising | $6,457 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,694 | TotalAmt |
| Program Services | $77,070 | ProgramServicesAmt |
| Management And General | $5,362 | ManagementAndGeneralAmt |
| Fundraising | $7,262 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,205 | TotalAmt |
| Program Services | $31,690 | ProgramServicesAmt |
| Management And General | $2,590 | ManagementAndGeneralAmt |
| Fundraising | $3,925 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,111 | TotalAmt |
| Program Services | $144,990 | ProgramServicesAmt |
| Management And General | $5,017 | ManagementAndGeneralAmt |
| Fundraising | $8,104 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,009 | TotalAmt |
| Program Services | $560 | ProgramServicesAmt |
| Fundraising | $4,449 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,855 | TotalAmt |
| Program Services | $23,144 | ProgramServicesAmt |
| Management And General | $1,410 | ManagementAndGeneralAmt |
| Fundraising | $3,301 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,774 | TotalAmt |
| Program Services | $73,020 | ProgramServicesAmt |
| Management And General | $5,468 | ManagementAndGeneralAmt |
| Fundraising | $8,286 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,019 | TotalAmt |
| Program Services | $10,060 | ProgramServicesAmt |
| Management And General | $381 | ManagementAndGeneralAmt |
| Fundraising | $578 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,208 | TotalAmt |
| Program Services | $9,034 | ProgramServicesAmt |
| Management And General | $364 | ManagementAndGeneralAmt |
| Fundraising | $810 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,555 | TotalAmt |
| Program Services | $73,555 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,671 | TotalAmt |
| Program Services | $13,082 | ProgramServicesAmt |
| Management And General | $1,029 | ManagementAndGeneralAmt |
| Fundraising | $1,560 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,977 | TotalAmt |
| Program Services | $15,326 | ProgramServicesAmt |
| Management And General | $1,054 | ManagementAndGeneralAmt |
| Fundraising | $1,597 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM ADMINISTRATION | $51,386 | $46,905 | $1,781 | $2,700 |
| OUTSIDE COMPUTER SERVIC | $29,010 | $24,405 | $1,831 | $2,774 |
| BANK SERVICE CHARGES | $25,025 | $24,179 | $310 | $536 |
| AUTO MILAGE AND PARKING | $21,034 | $18,343 | $977 | $1,714 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,276 | TotalAmt |
| Program Services | $68,383 | ProgramServicesAmt |
| Management And General | $4,198 | ManagementAndGeneralAmt |
| Fundraising | $16,695 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,456,696 | TotalAmt |
| Program Services | $3,155,609 | ProgramServicesAmt |
| Management And General | $125,897 | ManagementAndGeneralAmt |
| Fundraising | $175,190 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,463,036 | BOYAmt |
| EOY | $9,589,626 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $643,075 | BOYAmt |
| EOY | $1,431,856 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,065 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,233,541 | BOYAmt |
| EOY | $37,069,733 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,132 | BOYAmt |
| EOY | $32,225 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $140,403 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,987 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,897 | BOYAmt |
| EOY | $42,416 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,116,936 | BOYAmt |
| EOY | $4,116,854 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,482,192 | BOYAmt |
| EOY | $271,366 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,030,874 | BOYAmt |
| EOY | $52,554,076 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,732 | BOYAmt |
| EOY | $199,965 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,007 | BOYAmt |
| EOY | $28,764 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,459,816 | BOYAmt |
| EOY | $532,038 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,600,000 | BOYAmt |
| EOY | $6,650,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,096,025 | BOYAmt |
| EOY | $5,002,813 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,482,580 | BOYAmt |
| EOY | $12,413,580 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,091,471 | BOYAmt |
| EOY | $25,821,041 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,456,823 | BOYAmt |
| EOY | $14,319,455 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,548,294 | BOYAmt |
| EOY | $40,140,496 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,030,874 | BOYAmt |
| EOY | $52,554,076 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,607,780 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$154,412 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $138,834 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,910,657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,216,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,471,873 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,840,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,697,237 | CurrentTaxYearAmt |
| Total | $50,137,593 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,910,657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,216,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,471,873 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,840,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,697,237 | CurrentTaxYearAmt |
| Total | $50,137,593 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $50,137,593 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $249,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $360,788 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $453,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $688,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $672,135 | CurrentTaxYearAmt |
| Total | $2,424,874 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $52,562,467 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $899,013 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95960 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,791 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $6,189 | RalliesDemonstrationsAmt |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $7,980 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION SPENT HOURS LOBBYING FOR THE PASSING OF THE HOUSING IMPACT FEE IN SAN JOSE. SAN JOSE'S CITY COUNCIL HAD TO VOTE ON THE PROPOSED IMPACT FEES (WHICH ADOPTED IN NOVEMBER 2014). THE CEO WAS INVOLVED IN DIRECT AND PUBLIC COMMUNICATION ABOUT LOCAL ORDINANCES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $96,684 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,394 | DepreciationAmt |
| Book Value | $24,290 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,719 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,593 | DepreciationAmt |
| Book Value | $18,126 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42,416 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PROGRAM SPENDING RESERVE | $2,042,095 | C |
| LONG TERM OPERATING RESERVE | $2,074,759 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,116,854 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-RECOURSE BANK LOAN CAPITAL | Desc |
| Amt | $5,002,813 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,002,813 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,910,064 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$154,412 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$154,412 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,064,476 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,064,476 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,317,862 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$138,834 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$138,834 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,456,696 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,456,696 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | HOUSING TRUST BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. HOUSING TRUST'S FEDERAL AND STATE INFORMATION RETURNS FOR THE YEARS 2011 THROUGH 2014 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DOWNWARD ADJUSTMENT TO RESERVE FOR LOAN LOSSES -138,834. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOOD EATS AND TREATS | Event1Nm |
| Gross Receipts Event1 | $321,667 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $56,702 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $264,965 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $102,257 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $321,667 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $56,702 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $264,965 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $102,257 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $102,257 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $162,708 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| CITY OF SAN JOSE | ||||||||||
| 200 EAST SANTA CLARA STREET | SAN JOSE | CA | 95113 | 946000419 | CITY GOVERNMENT | $236,707 | NSP2 PASS THROUGH GRANT | |||
| NEIGHBORHOOD HOUSING SERVICES SILICON VALLEY | ||||||||||
| 31 NORTH 2ND STREET SUITE 300 | SAN JOSE | CA | 95113 | 770413992 | NON PROFIT | NSP2 PASS THROUGH GRANT AND FORECLOSUREHELP PASS THROUGH GRANT | $650,000 | BOOK VALUE | DEBT FORGIVENESS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| HOUSING REPAIRS PROGRAM | 5 | $21,220 |
| GUARDINO SCHOLARSHIPS | 3 | $9,000 |
| SECURITY DEPOSIT GRANTS | 229 | $342,740 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PUBLISHES INITIAL GRANT GUIDELINES AND ACCEPTS APPLICATIONS FROM QUALIFIED ORGANIZATIONS. THE PROGRAM COMMITTEE REVIEWS ALL GRANT APPLICANTS AND APPROVES THE AWARD OF ALL GRANTS. THE RECIPIENT ORGANIZATION MUST REPORT MONTHLY THE STATUS OF ALL GRANT FUNDS RECEIVED AND THE WAY IN WHICH THESE FUNDS HAVE BEEN DISBURSED IN ACCORDANCE WITH THE INITIAL PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN ZWICK | ||||||||||||||
| CEO | $154,197 | $0 | $15,000 | $0 | $0 | $0 | $8,457 | $0 | $15,658 | $0 | $193,312 | $0 | $0 | $0 |
| MAUREEN SHILLING | ||||||||||||||
| CFO | $117,247 | $0 | $6,750 | $0 | $0 | $0 | $6,489 | $0 | $23,597 | $0 | $154,083 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| TREE HOUSE APARTMENTS LP | |||
| BOARD MEMBER IS EXEC. DIRECTOR OF ORG. SERVING AS GP IN LIMITED PARTNERSHIP | $350,000 | RELATED PARTY LOAN | 0 |
| HILLVIEW GLEN APTS | |||
| BOARD MEMBER IS EXEC. DIRECTOR OF ORG. SERVING AS GP IN LIMITED PARTNERSHIP | $379,909 | RELATED PARTY LOAN | 0 |
| PALO ALTO FAMILY LP | |||
| BOARD MEMBER IS EXEC. DIRECTOR OF ORG. SERVING AS GP IN LIMITED PARTNERSHIP | $495,357 | RELATED PARTY LOAN | 0 |
| PEACOCK COMMONSBILL WILSON CENTER | |||
| BOARD MEMBER IS EXEC. DIRECTOR OF ORG. SERVING AS GP IN LIMITED PARTNERSHIP | $500,000 | RELATED PARTY LOAN | 0 |
| FORD ROAD FAMILY HOUSING LP | |||
| BOARD MEMBER IS EXEC. DIRECTOR OF ORG. SERVING AS GP IN LIMITED PARTNERSHIP | $483,703 | RELATED PARTY LOAN | 0 |
| 2585 EL CAMINO REAL LLC | |||
| BOARD MEMBER IS SENIOR VP OF THE LEAD PARTICIPANT IN THE LOAN POOL | $436,843 | RELATED PARTY LOAN | 0 |
| BILL WILSON CENTER | |||
| BOARD MEMBER IS CEO OF ORGANIZATION | $35,000 | RELATED PARTY LOAN | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | WEBSITE | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $56,702 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | BOOK VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED AND APPROVED FOR FILING BY THE FINANCE COMMITTEE. THE ENTIRE BOARD RECEIVES A COPY OF THE FORM 990 PRIOR TO FILING IN SUFFICIENT TIME TO POSE ANY QUESTIONS OR GIVE COMMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER MUST COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. NEW BOARD MEMBERS OR THOSE BEING CONSIDERED ARE EVALUATED TO SEE IF THERE EXIST ANY CONFLICT OF INTEREST. EMPLOYEES MUST ALSO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. IF THE BOARD IS EVALUATING A BUSINESS DEALING WITH AN ENTITY THAT A BOARD MEMBER HAS SOME INVOLVEMENT, THE BOARD MEMBER RECUSES THEMSELVES FROM ALL DISCUSSION AND FROM VOTING. IN ADDITION THE BOARD MEMBER ALSO EXCUSED THEMSELVES FROM THE MEETING TO ALLOW OTHER MEMBERS TO DISCUSS THE DEAL CANDIDLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL COMMITTEE RELIES UPON SALARY SURVEY DATA TO DETERMINE THE REASONABLENESS OF THE COMPENSATION OF THE EXECUTIVE DIRECTOR. ADDITIONALLY THE PERSONNEL COMMITTEE PERIODICALLY ENGAGES A CONSULTANT TO PERFORM A COMPENSATION STUDY FOR THE CEO, CFO AND CLO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS ARE AVAILABLE AT THE ORGANIZATION OFFICES WHICH ARE AVAILABLE FOR INSPECTION MON TO FRI, 9AM TO 5PM. |
| FORM 990, PART XI, LINE 9: | DOWNWARD ADJUSTMENT TO RESERVE FOR LOAN LOSSES 138,834. |
| FORM 990, PART XII, LINE 2C | THE COMMITTEE'S OVERSIGHT PROCESS OF THE AUDIT AND THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LTOA LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 S MARKET STREET SUITE 610 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | AFFORDABLE HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSING TRUST SILICON VALLEY | BusinessNameLine1Txt |
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