2015-09-10T15:30:14-05:00 2015-06-30 042734675 DANIEL DENNIS & COMPANY LLP 990 WASHINGTON STREET STE 308A DEDHAM MA 02026 990 2014-07-01 042775991 METROPOLITAN BOSTON HOUSING PARTNERSHIP INC METR 6178590400 125 LINCOLN STREET 5TH FLOOR BOSTON MA 021112503 ANNE ROUSSEAU CHIEF FINANCIAL OFFICER 6174256780 2015-09-09 DANIEL DENNIS COMPANY LLP P01794716 6172629898 2015-09-09 2014 2016-02-25 16:41:14Z ANNE ROUSSEAU 125 LINCOLN STREET BOSTON MA 02111 129774799 0 X WWW.MBHP.ORG X 1983 MA OUR MISSION IS TO ENSURE THAT THE REGION'S LOW- AND MODERATE-INCOME INDIVIDUALS AND FAMILIES HAVE CHOICE AND MOBILITY IN FINDING AND RETAINING DECENT AFFORDABLE HOUSING; ALL OF OUR PROGRAMS AND INITIATIVES ARE DESIGNED TO ENCOURAGE HOUSING STABILITY, INCREASE ECONOMIC SELF-SUFFICIENCY, AND ENHANCE QUALITY OF THE LIVES OF THOSE WE SERVE. TO ACHIEVE OUR MISSION AND TO PROMOTE EFFICIENT SERVICE DELIVERY, WE WORK COLLABORATIVELY WITH A BROAD ARRAY OF SERVICE PROVIDERS AND NEIGHBORHOOD-BASED ORGANIZATIONS. 16 16 126 0 0 0 847802 873201 131277357 128848931 32067 52667 0 0 132157226 129774799 0 0 0 0 8374113 8545417 0 56250 372369 122807357 120959565 131181470 129561232 975756 213567 28570663 27247049 18870689 17306902 9699974 9940147 X MBHP'S MISSION IS TO ENSURE THAT THE REGION'S LOW- AND MODERATE-INCOME INDIVIDUALS AND FAMILIES HAVE CHOICE AND MOBILITY IN FINDING AND RETAINING DECENT AFFORDABLE HOUSING. ALL OF OUR PROGRAMS AND INITIATIVES ARE DESIGNED TO ENCOURAGE HOUSING STABILITY, INCREASED ECONOMIC SELF-SUFFICIENCY, AND THE ENHANCED QUALITY OF THE LIVES OF THOSE WE SERVE. TO ACHIEVE OUR MISSION AND TO PROMOTE EFFICIENT SERVICE DELIVERY, WE WORK COLLABORATIVELY WITH A BROAD ARRAY OF SERVICE PROVIDERS AND NEIGHBORHOOD-BASED ORGANIZATIONS. WE BELIEVE THAT EVERYONE DESERVES A PLACE TO CALL HOME. 0 0 123983654 124841905 RENTAL HOUSING ASSISTANCE - SECTION 8 HOUSING VOUCHERS AND OTHER SUBSIDY PROGRAMS THAT SERVE MORE THAN 9,300 DISABLED, ELDERLY, FORMERLY HOMELESS, AND OTHER INDIVIDUALS AND FAMILIES IN BOSTON AND 32 SURROUNDING COMMUNITIES INCLUDING ARLINGTON, BEDFORD, BELMONT, BOSTON, BRAINTREE, BROOKLINE, BURLINGTON, CAMBRIDGE, CHELSEA, EVERETT, HOLBROOK, LEXINGTON, LYNN, MALDEN, MEDFORD, MELROSE, MILTON, NEWTON, NORTH READING, QUINCY, RANDOLPH, READING, REVERE, SOMERVILLE, STONEHAM, WAKEFIELD, WALTHAM, WATERTOWN, WEYMOUTH, WILMINGTON, WINCHESTER, WINTHROP AND WOBURN. MBHP'S TARGET POPULATION CONSISTS OF LOW AND MODERATE INCOME FAMILIES AND INDIVIDUALS WHO FACE A VARIETY OF BARRIERS TO HOUSING. FINANCIAL DEMOGRAPHICS FOR INDIVIDUALS RECEIVING MBHP SERVICES ARE: 81.94% UNDER $30,000, 9.08% AT $30,001-$45,000, 2.54% AT $45,001-$60,000, .78% OVER $60,000; AVERAGE ANNUAL INCOME OF OUR HOUSEHOLDS IS $15,878. ADDITIONALLY, 45.49% OF THE HOUSEHOLDS WE SERVED HAVE CHILDREN UNDER THE AGE OF 18, 52.95% OF THE HEADS OF HOUSEHOLDS WE SERVE ARE PERSONS WITH A DISABILITY AND 15.73% OF ALL HOUSEHOLDS HAVE A HEAD OF HOUSEHOLD THAT IS ELDERLY. 4338698 3904715 HOUSING SUPPORTS PROVIDES INNOVATIVE AND PERSONALIZED SOLUTIONS TO ENSURE THAT INDIVIDUALS AND FAMILIES WHO ARE HOMELESS OR MOST AT RISK OF HOMELESSNESS CAN FIND AND SUSTAIN HOUSING. MBHP'S APPROACH IS "HOUSING FIRST, NOT HOUSING ONLY." OUR PROGRAMS OFFER A CONTINUUM OF SERVICES FROM INFORMATION AND REFERRAL TO IN-DEPTH INDIVIDUALIZED ASSESSMENT, COMPREHENSIVE CASE MANAGEMENT, INTENSIVE HOUSING SEARCH, TENANCY PRESERVATION, AND FAIR HOUSING RESOURCES WHICH ADDRESS THE BARRIERS THAT MAKE IT DIFFICULT TO FIND OR MAINTAIN A HOME. IN FY 15 STAFF RESPONDED TO 9,213 PHONE REQUESTS, AND 3,351 WALK-INS (I.E. THOSE WITHOUT APPOINTMENTS WHO REQUESTED ASSISTANCE). IN ADDITION, THE STAFF MET WITH INDIVIDUALS AND FAMILIES IN PERSON TO PROVIDE 7,007 BRIEF COUNSELING SERVICES, INCLUDING HOUSING SEARCH ASSISTANCE, /OR INTENSIVE CASE MANAGEMENT. 1001 FAMILIES RECEIVED FINANCIAL ASSISTANCE THROUGH THE RESIDENTIAL ASSISTANCE FOR FAMILIES IN TRANSITION. ASSISTANCE CANNOT EXCEED $4000 PER APPLICANT AND MBHP PROVIDED $2,773,436 IN FUNDING TO ASSIST THOSE 1001 FAMILIES IN PREVENTING HOMELESSNESS. ADDITIONALLY, MBHP CONDUCTED 121 WORKSHOPS FOR TENANTS, SERVICE PROVIDERS AND PROPERTY OWNERS. 96255 102311 PROGRAM ACTIVITIES INCLUDE THE ADMINISTRATION OF THE CEDAC HOME MODIFICATION LOAN PROGRAM TO FINANCE MODIFICATIONS TO HOMES TO PROVIDE FOR THE NEEDS OF PERSONS WITH DISABILITIES. 128418607 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5166 0 126 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X THE CORPORATION 6178590400 125 LINCOLN STREET BOSTON MA 02111 STEVEN RIOFF CO-CHAIRMAN 1.00 X X 0 0 0 CYNTHIA LACASSE CO-CHAIRWOMAN 1.00 X X 0 0 0 SUSANNE MARZI CAMERON CLERK 1.00 X X 0 0 0 NADER ACEVEDO BOARD MEMBER 1.00 X 0 0 0 KEVIN BOYLE BOARD MEMBER 1.00 X 0 0 0 PATRICK CENTANNI BOARD MEMBER 1.00 X 0 0 0 LYNDIA DOWNIE BOARD MEMBER 1.00 X 0 0 0 JANET FRAZIER BOARD MEMBER 1.00 X 0 0 0 LANGLEY KEYES BOARD MEMBER 1.00 X 0 0 0 MARY-ANNE MORRISON BOARD MEMBER 1.00 X 0 0 0 JEFFREY H PACKARD BOARD MEMBER 1.00 X 0 0 0 ESTHER SCHLORHOLTZ BOARD MEMBER 1.00 X 0 0 0 CHARLES M SMITH BOARD MEMBER 1.00 X 0 0 0 DONALD E VAUGHAN BOARD MEMBER 1.00 X 0 0 0 TERRY SAUNDERS LANE BOARD MEMBER 1.00 X 0 0 0 PETER MUNKENBECK BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER T NORRIS PRESIDENT AND EXEC. DIRECT 37.50 X 154551 0 13627 ANNE ROUSSEAU CHIEF FINANCIAL OFFICER/TREASURER 37.50 X 119316 0 2779 SUSAN NOHL DEPUTY DIRECTOR 37.50 X 112361 0 6888 HOWARD CLAYMAN DIRECTOR OF IT 37.50 X 100049 0 10951 486277 0 34245 4 0 1 0 COMPLETE STAFFING SOLUTIONS 39018 TREASURY CTR CHICAGO IL 606949000 TEMPORARY STAFFING 362033 1 873201 873201 RENTAL SUBSIDIES 532000 128510784 128510784 CONTRACT SERVICE FEES 532000 338147 338147 128848931 52667 52667 129774799 128848931 0 52667 7160276 6607894 351388 200994 1385141 1275283 71089 38769 47097 42660 4437 69749 67298 2451 56250 56250 585427 471862 102611 10954 13227 12202 888 137 73816 68418 4366 1032 894730 862630 32100 112160 107930 3789 441 102134 11979 45664 44491 107981 104478 3503 108696 93043 15653 RENTAL SUBSIDIES 117662116 117662116 CONTRACT SERVICES 443775 419842 15756 8177 PAYMENTS TO SUBGRANTEES 292149 292149 POSTAGE 126176 118718 7070 388 320332 200105 109491 10736 129561232 128418607 770256 372369 14813176 12241105 4843117 4378026 4179397 4611982 100359 103591 471369 288488 220899 182881 3181555 4259381 1232160 1470083 28570663 27247049 3373096 3192143 9301890 7427414 6195703 6687345 18870689 17306902 X 9699974 9940147 9699974 9940147 28570663 27247049 213567 26606 0 X X 0 1 X 1 1 1 X 100476508 110128232 119651315 119989328 118535317 568780700 100476508 110128232 119651315 119989328 118535317 568780700 568780700 13814 1120 8626 32067 52667 108294 568888994 493383794 0.99980 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 7730 0 0 7730 0 PART II-B, LINE 1: MEETING AND COMMUNICATION WITH ELECTED AND APPOINTED OFFICIALS AT THE STATE LEVEL TO ADVOCATE FOR FUNDING OF SUBSIDIZED HOUSING PROGRAMS AND FORCLOSURE PREVENTION. 471369 288488 182881 182881 CLIENT DEPOSITS 1083542 DEFERRED DEVELOPMENT COSTS 386541 1470083 CEDAC HOME MODIFICATION LOANS 5640214 CLIENT DEPOSITS 1047131 6687345 X 129801405 26606 26606 129774799 0 129774799 129561232 0 129561232 0 129561232 PART X, LINE 2: THE ORGANIZATION EVALUATES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD, ALONG WITH ACCRUED INTEREST AND PENALTY THEREON WOULD BE RECORDED AS AN EXPENSE IN THE CURRENT YEAR FINANCIAL STATEMENTS. AT JUNE 30, 2015 THE ORGANIZATION BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS WITHIN ANY OF ITS OPEN TAX YEARS (2012-2014). X X X X X X X 1 BRIMHALL & ASSOCIATES 2355 WESTWOOD AVE LOS ANGELES CA 90064 CAPITAL CAMPAIGN CONSULTANT 0 0 38000 -38000 DEK ASSOCIATES 168 ADAMS AVENUE WEST NEWTON MA 02465 CAMPAIGN CONSULTANT SERVICES 0 0 18250 -18250 56250 -56250 MA X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER T NORRIS PRESIDENT AND EXEC. DIRECT 154551 0 0 0 0 0 3083 0 10544 0 168178 0 0 0 PART I, LINE 3 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS SET BY THE ORGANIZATION'S EXECUTIVE COMMITTEE BASED UPON COMPARABLE COMPENSATION DATA FOR THE SAME POSITION FOR ORGANIZATIONS OF SIMILAR SIZE WITHIN THE INDUSTRY. THE DECISION OF THE EXECUTIVE COMMITTEE IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO BEING FINALIZED FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PRESENTED TO THE AUDIT COMMITTEE DURING THE PRESENTATION OF THE AUDITED FINANCIAL STATEMENTS. THE FORM 990 IS ALSO DISTRIBUTED TO THE BOARD OF DIRECTORS. AFTER REVIEWING THE 990 AND ALL QUESTIONS HAVE BEEN ANSWERED THE RETURN IS ACCEPTED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF, DIRECTORS AND OFFICERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST. THE TRANSACTIONS AND ACTIVITIES OF THE ORGANIZATION ARE MONITORED ON AN ONGOING BASIS BY MANAGEMENT, THE BOARD OF DIRECTORS AND BOARD APPOINTED COMMITTEES. ANY CONFLICTS THAT ARISE ARE DEALT WITH ACCORDING TO THE ORGANIZATION'S DETAILED CONFLICT OF INTEREST POLICIES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR, DEPUTY DIRECTOR AND CHIEF FINANCIAL OFFICER IS SET BY THE ORGANIZATION'S EXECUTIVE COMMITTEE BASED UPON COMPARABLE COMPENSATION DATA FOR THE SAME POSITON FOR ORGANIZATIONS OF SIMILAR SIZE WITHIN OUR INDUSTRY. THE DECISION OF THE EXECUTIVE COMMITTEE IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO BEING FINALIZED. THE COMPENSATION OF ALL OTHER STAFF IS DETERMINED VIA A FORMAL SALARY ADMINSTRATION PROCESS. A JOB DESCRIPTION IS ESTABLISHED FOR EACH POSITION INCLUDING KNOWLEDGE, SKILLS, AND EXPERIENCES REQUIRED TO PERFORM THE JOB. EACH POSITION IS PRICED ACCORDING TO MARKET DATA FOR LIKE POSITIONS AT SIMILAR SIZED ENTITIES. ANNUAL INCREASES ARE BASED ON MERIT MEASURED BY APPROPRIATE INDICATORS OF JOB PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND BY REQUEST TO ANNE ROUSSEAU, CFO, METROPOLITAN BOSTON HOUSING PARTNERSHIP, 125 LINCOLN ST, 5TH FLOOR, BOSTON MA 02111 FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.