2015-02-09T16:56:51-06:00 2014-06-30 946214841 ARMANINO LLP 55 ALMADEN BLVD SUITE 600 SAN JOSE CA 951131605 990 2013-07-01 770458221 HOUSING CHOICES COALITION HOUS 4084985777 898 FAULSTICH COURT NO B SAN JOSE CA 95112 JAN STOKLEY EXECUTIVE DIRECTOR 4084985777 2015-01-28 1 LAWRENCE S KUECHLER P00233621 4084941200 2015-01-26 2013 2016-02-25 16:41:14Z X JANETTE E STOKLEY 898 FAULSTICH COURT NO B SAN JOSE CA 95112 1177893 0 X WWW.HOUSINGCHOICES.COM X 1997 CA TO ENHANCE THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES. 8 8 21 11 0 0 76418 28385 812658 1148812 147 233 0 463 889223 1177893 0 0 0 0 573404 668019 0 0 536 276229 357226 849633 1025245 39590 152648 448603 621930 57374 78053 391229 543877 X TO ENHANCE THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES BY CREATING QUALITY, AFFORDABLE HOUSING OPTIONS. 0 0 875695 1149275 HOUSING CHOICES COALITION IS FOCUSED ON THREE SPECIFIC SERVICE AREAS WHICH REPRESENT UNIQUE STRATEGIES FOR ACHIEVING THE ORGANIZATION'S MISSION OF ENHANCING THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES BY CREATING QUALITY, AFFORDABLE HOUSING OPTIONS. FIRST, THE ORGANIZATION IMPLEMENTS HOUSING DEVELOPMENT SERVICES WHICH SEEKS TO CREATE ADDITIONAL HOUSING STOCK FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. SECOND, THE ORGANIZATION PROVIDES HOUSING COORDINATION SERVICES WHICH ASSISTS CLIENTS IN GAINING ACCESS TO HOUSING. THIRD, THE ORGANIZATION PROVIDES RESIDENT COORDINATION SERVICES WHICH SUPPORTS RESIDENTS WHO HAVE SECURED HOUSING IN PARTNER PROPERTIES TO MAINTAIN STABLE HOUSING.HOUSING DEVELOPMENT SERVICES INCLUDE:-PARTNERING WITH DEVELOPERS TO INCREASE THE STOCK OF AFFORDABLE HOUSING OPPORTUNITIES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES BY SECURING COMMITMENTS OF DESIGNATED UNITS AT PARTNER PROPERTIES-CREATING AND MAINTAINING HOUSING OPPORTUNITIES IN SINGLE FAMILY HOMES FOR SHARED HOUSING OPPORTUNITIES KNOWN AS THE COOPERATIVE HOUSING MODEL-ASSISTING DEVELOPERS WITH FUNDING APPLICATIONS AS NEEDED-PREPARING MARKET DATA AND OTHER NEEDED INFORMATION-EDUCATING HOUSING GROUPS AND GOVERNMENT OFFICIALS ABOUT THE HOUSING NEEDS OF INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES-ADVOCATING FOR THE DEVELOPMENT OF HOUSING THAT IS AFFORDABLE TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES-ASSISTING FAMILIES AND INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN FULFILLING THE DREAM OF HOMEOWNERSHIPHOUSING COORDINATION SERVICES INCLUDE:INDIVIDUAL HOUSING ASSISTANCE PROGRAM (IHAP) - HOUSING CHOICES COALITION WORKS ONE-ON-ONE WITH PEOPLE WITH DEVELOPMENTAL DISABILITIES TO ENSURE THAT THEIR HOUSING NEEDS ARE MET. THESE SERVICES INCLUDE:-INTAKE AND ASSESSMENT-ASSISTANCE WITH ACCESSING SUBSIDIZED HOUSING WAITLISTS-LOCATING APPROPRIATE AND AFFORDABLE HOUSING-ASSISTING WITH THE APPLICATION PROCESS-RESOLVING HOUSING RELATED ISSUES-SECURITY DEPOSIT ASSISTANCE-ASSISTING WITH MOVE-IN AND RESIDENCYBERNINI SECURITY DEPOSIT LOAN FUND - AKA THE REVOLVING LOAN FUND PROVIDES SECURITY DEPOSIT ASSISTANCE FOR RESIDENTS WHO HAVE TROUBLE AFFORDING THE INCREASINGLY HIGH COSTS ASSOCIATED WITH MOVING INTO A NEW UNIT BY PROVIDING THE RESIDENTS WITH A 12 TO 18 MONTH ZERO PERCENT INTEREST LOAN TO COVER THEIR SECURITY DEPOSIT AND LAST MONTH'S RENT.BILL AKERS RESIDENT ASSISTANCE FUND - AKA THE AKERS FUND PROVIDES SMALL GRANTS (UP TO $200) TO ASSIST RESIDENTS MOVING INTO THEIR FIRST APARTMENT WITH ACQUIRING BASIC HOUSEHOLD NECESSITIES.RESIDENT COORDINATION SERVICES - PROVIDES SPECIALIZED HOUSING SUPPORT SERVICES TO ENSURE THAT THE PEOPLE ARE SUCCESSFUL IN MAINTAINING HOUSING STABILITY. THIS PROGRAM OFFERS SPECIFIC HOUSING EXPERTISE TO ASSIST RESIDENTS, THEIR SERVICE PROVIDERS AND SERVICE COORDINATORS WITH HOUSING RELATED ISSUES. THE RESIDENT COORDINATOR PROVIDES A SINGLE POINT OF CONTACT FOR THE PURPOSES OF CONTINUITY AND COMPREHENSIVE COMMUNICATION. THE ORGANIZATION SUPPORTS 180 RESIDENTS IN 13 DIFFERENT PARTNER PROPERTIES IN MAINTAINING THE STABILITY OF THEIR HOUSING.IN THE YEAR ENDING JUNE 30, 2014, THE AGENCY HAS HELPED 1,500 PEOPLE WITH DEVELOPMENTAL DISABILITIES WITH THEIR HOUSING NEEDS. DURING THIS FISCAL YEAR, THE ORGANIZATION CONDUCTED INTAKES, CREATED HOUSING PLANS FOR MORE THAN 300 NEW CLIENTS AND OPENED A NEW PARTNER PROPERTY, MONTEREY VILLA, WHICH PROVIDES AFFORDABLE HOUSING TO 26 PEOPLE WITH DEVELOPMENTAL DISABILITIES, BRINGING THE TOTAL NUMBER OF PARTNER PROPERTIES CREATED FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES TO 13. THE ORGANIZATION ASSISTED 75 PEOPLE WITH DEVELOPMENTAL DISABILITIES INTO QUALITY, AFFORDABLE HOUSING OPPORTUNITIES AND PURSUED REASONABLE ACCOMMODATION REQUESTS FOR MORE THAN 30 PEOPLE WITH DEVELOPMENT DISABILITIES. THESE REQUEST INCLUDED, FOR EXAMPLE, ACCOMMODATIONS FOR PHYSICAL DISABILITIES, FOR SERVICE ANIMALS, FOR EXTENSIONS OF TIME, FOR PARKING AND DROP-OFF NEEDS, AND OTHER EXCEPTION TO HOUSING APPLICATION AND LEASE REQUIREMENTS. OVER THE SEVENTEEN YEAR HISTORY OF THE AGENCY, MORE THAN 3,500 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES HAVE REGISTERED WITH THE AGENCY TO FIND COMMUNITY-BASED INTEGRATED HOUSING IN THE COUNTIES OF SANTA CLARA, SANTA CRUZ, MONTEREY, AND SAN BENITO. THESE NUMBERS ARE EXPECTED TO CONTINUE TO GROW BECAUSE APPROXIMATELY 50% OF PEOPLE WITH DEVELOPMENTAL DISABILITIES IN THE SERVICE AREA ARE UNDER THE AGE OF 17. OVER THE NEXT 3-10 YEARS, THE AGENCY ANTICIPATES UP TO 60% OF THESE INDIVIDUALS OR AN ADDITIONAL 3,000 PEOPLE WILL BE LOOKING FOR HOUSING. THE AGENCY IS WORKING TO CREATE QUALITY, AFFORDABLE HOUSING THAT MEETS THESE GROWING NEEDS.THE AGENCY SERVED MORE THAN 1,700 PEOPLE. 875695 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 1 0 21 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 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 JULIE REINHARDT TO 052014 SECRETARY 3.00 X X 0 0 0 DAVID POPE FROM 092013 TREASURER 3.00 X X 0 0 0 GLORIA MCCANDLESS MEMBER AT LARGE 2.00 X 0 0 0 GRACE GRIFFIN MEMBER AT LARGE 1.00 X 0 0 0 MARY BROWN FROM 072013 MEMBER AT LARGE 1.00 X 0 0 0 SUE CAMPELL FROM 072013 MEMBER AT LARGE 1.00 X 0 0 0 NEAL FOLSOM FROM 072013 MEMBER AT LARGE 1.00 X 0 0 0 JAN STOKLEY EXECUTIVE DIRECTOR 40.00 X 89957 0 14905 89957 0 14905 0 0 0 0 0 28385 28385 SERVICE CONTRACT FEES 531110 1049921 1049921 RENTAL INCOME 531110 98891 98891 1148812 233 233 CONTRACT REVENUE 900099 463 463 463 1177893 1149275 0 233 110482 99434 11048 470339 399486 70853 38046 32655 5391 49152 41457 7695 32217 32217 55702 55110 592 1087 883 204 39187 32885 5766 536 6068 4955 1113 155737 153762 1975 16079 13380 2699 9590 8886 704 3725 3293 432 8872 2521 6351 REPAIRS AND MAINTENANCE 19382 19244 138 TRAINING 5082 3246 1836 BAD DEBT EXPENSE 3138 3138 TENANT PROGRAM EXPENSES 1360 1360 1025245 875695 149014 536 180436 293164 154882 145683 62425 108835 1692 2517 9376 13185 18980 24208 46152 34626 8340 11526 12472 22812 448603 621930 50502 70966 6872 7087 57374 78053 X 373644 529352 1226 241 16359 14284 391229 543877 448603 621930 152648 0 X 0 1 X 1 0 X 42573 59890 47591 76418 28385 254857 22740 28780 29270 27173 107963 42573 82630 76371 105688 55558 362820 38154 324666 106 191 123 147 233 800 463 463 364083 4255407 0.89170 0.80350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34069 27107 6962 12083 7519 4564 11526 TENANT SECURITY DEPOSITS 7087 7087 X 1241066 63173 63173 1177893 0 1177893 1088418 63173 63173 1025245 0 1025245 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, 2011 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS FOR THE YEARS ENDED JUNE 30, 2010 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD. FORM 990, PART VI, SECTION A, LINE 4 IN NOVEMBER OF 2013, THE ORGANIZATION AMENDED ITS BYLAWS. CHANGES INCLUDED, THE NUMBER OF BOARD MEMBERS TO SERVE, AS WELL AS OTHER MINOR CHANGES TO REFLECT BEST PRACTICES IN NONPROFIT GOVERNANCE. 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.