2015-03-13T20:02:18-05:00 2014-06-30 943119928 VOCKER KRISTOFFERSON AND CO CPAS 1700 S EL CAMINO REAL506 SAN MATEO CA 94402 990 2013-07-01 943395945 HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY HOUS 6508724444 139 MITCHELL AVE NO 108 SOUTH SAN FRANCISCO CA 94080 MARK MOULTON EXECUTIVE DIRECTOR 6508724444 2015-03-06 1 THOMAS H VOCKER P00012203 6505745000 2015-03-03 X 2013 2016-03-07 17:11:31Z MARK MOULTON 139 MITCHELL AVE SUITE 108 SOUTH SAN FRANCISCO CA 94080 670070 0 X WWW.HLCSMC.ORG X 2001 CA PROVIDE HOUSING LEADERSHIP AND SUPPORT IN SAN MATEO COUNTY. 12 11 4 12 0 0 440858 608171 76035 61899 1775 0 0 0 518668 670070 0 15000 0 0 284667 320149 0 0 29442 203084 339138 487751 674287 30917 -4217 19384 20549 3592 8974 15792 11575 X TO ACCELERATE THE PRODUCTION OF NEW HOMES IN SAN MATEO COUNTY AT ALL AFFORDABILITY LEVELS TO CREATE OPPORTUNITIES AND A VIABLE QUALITY OF LIFE. 0 0 413445 15000 PROGRAM: HOUSING ENDOWMENT AND REGIONAL TRUST OF SAN MATEO COUNTYACCOMPLISHMENTS: HEART IS A SEPARATE NON-PROFIT AND JOINT-POWERS AUTHORITY THAT IS MANAGED BY HLC. HEART FUNDS AFFORDABLE HOUSING DEVELOPMENTS AND MAKES LOANS TO FIRST-TIME, MODERATE INCOME HOMEBUYERS. HLC IS REIMBURSED FOR ALL HEART ADMINISTRATIVE COSTS AS REFLECTED IN RELATED EXPENSES FOR THE HEART PROGRAM. 94832 52899 CAMPAIGN FOR EQUITABLE COMMUNITIES ACCOMPLISHMENTS: HLC STAFF AND CONTRACTED, PART-TIME COMMUNITY BUILDERS WORK WITH RESIDENTS OF INDIVIDUAL COMMUNITIES THROUGHOUT SAN MATEO COUNTY TO DEVELOP LOCALLY-BASED LEADERSHIP AND LOCAL HOUSING COMMITTEES. THE RESIDENTS WORK TOGETHER AS ADVOCATES FOR INCREASING HOUSING AFFORDABILITY IN THEIR COMMUNITIES. IN 2014, EACH SAN MATEO COUNTY JURSIDICTION UPDATED ITS HOUSING ELEMENT. HLC STAFF AND COMMUNITY BUILDERS WORKED WITH COMMUNITIES AND THEIR LEADERS TO ADVOCATE FOR INCLUSIVE POLICIES IN THE UPDATED HOUSING ELEMENT. THIS INCLUDED COUNTY-WIDE MEETINGS, LOCAL COMMUNITY MEETINGS, AND EXTENSIVE OUTREACH. 10806 PROGRAM: HOUSING LEADERSHIP DAYACCOMPLISHMENTS: IN OCTOBER 2013, HLC HOSTED HOUSING LEADERSHIP DAY, AN ANNUAL COUNTY-WIDE HOUSING POLICY CONFERENCE. THE THEME WAS "REALIZING A REGIONAL PLAN FOR GROWTH" AND ATTENDEES PARTICIPATED IN A DAY-LONG CONFERENCE WITH KEYNOTE SPEAKERS AND BREAKOUT WORKSHOPS. 13018 9000 APROGRAM: HOUSING LOCATOR SERVICEACCOMPLISHMENTS: HLC FACILITATED AND MANAGED THE LAUNCH OF A WEBSITE THAT ALLOWS PEOPLE WHO ARE LOOKING FOR HOUSING, WHETHER IT IS MARKET-RATE OR BELOW-MARKET RATE, AND PEOPLE WHO HAVE HOUSING AVAILABLE FOR RENT IN SAN MATEO COUNTY TO SEARCH LISTINGS IN REAL TIME. PREVIOUSLY, NO SUCH WEBSITE EXISTED AND RESIDENTS WOULD HAVE TO CALL EACH AFFORDABLE HOUSING PROVIDER TO INQUIRY ABOUT AVAILABILITY. RELATED EXPENSES: $6,180, INCLUDING CONTRACT FOR DEVELOPMENT AND STAFF TIME.PROGRAM: AFFORDABLE HOUSING WEEKACCOMPLISHMENTS: IN MAY 2014, HLC HOSTED A DOZEN DIFFERENT EVENTS DURING THE ELEVENTH ANNUAL AFFORDABLE HOUSING WEEK FOR SAN MATEO COUNTY. THE WEEK BROUGHT TOGETHER ABOUT 800 MEMBERS OF THE COMMUNITY TO CELEBRATE SUCH EVENTS AS THE GRAND OPENING OF AFFORDABLE HOUSING DEVELOPMENTS, HOUSING RESOURCE FAIRS, AND HLC'S SIGNATURE EVENT, THE ANNUAL LEGISLATIVE BREAKFAST TO DISCUSS LOCAL, STATE, AND FEDERAL HOUSING POLICIES.RELATED EXPENSES: $6,838, INCLUDING PRINTING, ADVERTISING, VENUE SPACE, FOOD, AND STAFF TIME. 13018 9000 532101 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 4 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 CA X MARK MOULTON 6508724444 139 MITCHELL AVE SUITE 108 SOUTH SAN FRANCISCO CA 94080 X MARK LEACH VICE CHAIR 1.00 X X 0 0 0 DEVEN RICHARDSON CHAIR 1.00 X X 0 0 0 EVELYN STIVERS SECRETARY 1.00 X X 0 0 0 MICHELE BEASLEY BOARD MEMBER 1.00 X 0 0 0 RICH HEDGES BOARD MEMBER 1.00 X 0 0 0 ROBERT HUIBERS BOARD MEMBER 1.00 X 0 0 0 NORI JABBA BOARD MEMBER 1.00 X 0 0 0 PAUL KRUPKA BOARD MEMBER 1.00 X 0 0 0 JOHN LIOTTI BOARD MEMBER 1.00 X 0 0 0 NEVADA MERRIMAN BOARD MEMBER 1.00 X 0 0 0 ANDREA OSGOOD BOARD MEMBER 1.00 X 0 0 0 BILL LOWELL EX OFFICIO, NON-VOTING 1.00 X 0 0 0 0 0 0 0 0 0 0 0 6803 601368 608171 PROGRAM SERVICE FEES 624100 61899 61899 61899 670070 61899 0 0 X 15000 15000 262799 193857 46240 22702 35510 26195 6248 3067 21840 16111 3843 1886 29553 29553 99456 99456 180 35 145 17522 11564 5958 2909 1927 982 46047 38038 6714 1295 121 121 CONTRACT LABOR 100233 100233 PRINTING AND REPRODUCTI 17281 14784 2497 COMPUTER EXPENSE 5936 1533 4403 INSURANCE 5881 2954 2927 14019 10414 3234 371 674287 532101 112744 29442 12848 15427 1 50768 50647 241 121 6295 5000 19384 20549 3592 8974 3592 8974 X -23145 -48247 38937 59822 15792 11575 19384 20549 -4217 0 X 0 0 0 X 447029 410384 372805 440858 608167 2279243 447029 410384 372805 440858 608167 2279243 426928 1852315 5 3 1775 1783 47430 55860 54555 76033 61899 295777 2576803 0.71880 0.21750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50768 50647 121 121 INVESTMENT - 500 SHS ACACIA PROPERTY CORP. STOCK 5000 5000 VACATION PAYABLE 8974 8974 0 HOUSING ENDOWMENT AND REGIONAL TRUST OF SAN MATEO COUNTY 139 MITCHELL AVE SUITE 108 SOUTH SN FRANCISCO CA 94080 721589835 15000 GRANT FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE WILL REVIEW THE FORM 990 THEN FORWARD TO THE BOARD OF DIRECTORS FOR ACCEPTANCE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST, WHICH IS THEN RECORDED IN MINUTES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED ANNUALLY FOR THE EXECUTIVE DIRECTOR BY THE GOVERNANCE/EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD BASED ON THE DATA FROM THE CENTER OF NONPROFIT MANAGEMENT ANNUAL COMPENSATION AND BENEFITS SURVEY. COMPENSATION OF OTHER OFFICERS AND EMPLOYEES ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND GOVERNANCE COMMITTEE BEFORE SUBMISSION TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 99,456. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,456.