2015-10-05T19:20:07-05:00 2014-12-31 941250261 LINDQUIST VON HUSEN & JOYCE LLP 90 NEW MONTGOMERY STREET 11TH FLOOR SAN FRANCISCO CA 94105 990 2014-01-01 680183692 CALIFORNIA HOUSING PARTNERSHIP CORP CALI 4154336804 369 PINE STREET NO 300 SAN FRANCISCO CA 94104 MATTHEW C SCHWARTZ PRESIDENT/CEO 4154336804 2015-09-25 ALEXIS H WONG P00604756 4159579999 2014 2016-02-25 16:41:14Z MATTHEW C SCHWARTZ 369 PINE STREET NO 300 SAN FRANCISCO CA 94104 3252024 0 X WWW.CHPC.NET X 1988 CA CHPC CONTINUED OUR HISTORICAL MISSION DRIVEN WORK IN SEVERAL KEY AREAS.CHPC ASSISTED NONPROFIT AND LOCAL GOVERNMENT HOUSING AGENCIES WITH FINANCIAL STRATEGY AND CONSULTING SERVICES LEADING TO THE CREATION AND PRESERVATION OF RENTAL HOMES AFFORDABLE TO LOW-INCOME HOUSEHOLDS IN CALIFORNIA. CHPC PROVIDED TRAINING AND TECHNICAL ASSISTANCE ON A VARIETY OF AFFORDABLE HOUSING FINANCE AND POLICY TOPICS. CHPC PROVIDED POLICY ADVICE AND PARTICIPATED IN OUTREACH INTENDED TO PROTECT AND INCREASE THE FINANCIAL RESOURCES AVAILABLE TO CREATE AND PRESERVE LOW-INCOME RENTAL HOUSING. CHPC ALSO LED THE GREEN RENTAL HOME ENERGY EFFICIENCY NETWORK (GREEN), A NETWORK OF MORE THAN 80 AFFORDABLE HOUSING AND ENVIRONMENTAL ORGANIZATIONS DEDICATED TO INCREASING ACCESS TO ENERGY EFFICIENCY RESOURCES FOR MULTIFAMILY RENTAL PROPERTIES IN CALIFORNIA AND ENSURING THAT PUBLICLY ASSISTED PROPERTIES SERVING THE STATES LOWEST-INCOME HOUSEHOLDS RECEIVE AN EQUITABLE DISTRIBUTION OF THESE RESOURCES. 8 8 21 0 0 0 810500 710000 2305658 2271514 11518 12931 1470 0 3129146 2994445 0 0 0 0 2051488 2272934 0 0 0 482104 727752 2533592 3000686 595554 -6241 2287109 2281471 160007 134798 2127102 2146673 X THE CALIFORNIA HOUSING PARTNERSHIP CORPORATION (CHPC)ASSISTS NONPROFIT AND GOVERNMENT HOUSING AGENCIES TO CREATE, AND PRESERVE HOUSING AFFORDABLE TO LOWER-INCOME HOUSEHOLDS, WHILE PROVIDING LEADERSHIP ON HOUSING PRESERVATION POLICY AND FUNDING. 0 0 2579423 2271514 CHPC CONTINUED OUR HISTORICAL MISSION DRIVEN WORK IN SEVERAL KEY AREAS.CHPC ASSISTED NONPROFIT AND LOCAL GOVERNMENT HOUSING AGENCIES WITH FINANCIAL STRATEGY AND CONSULTING SERVICES LEADING TO THE CREATION AND PRESERVATION OF RENTAL HOMES AFFORDABLE TO LOW-INCOME HOUSEHOLDS IN CALIFORNIA. CHPC PROVIDED TRAINING AND TECHNICAL ASSISTANCE ON A VARIETY OF AFFORDABLE HOUSING FINANCE AND POLICY TOPICS. CHPC PROVIDED POLICY ADVICE AND PARTICIPATED IN OUTREACH INTENDED TO PROTECT AND INCREASE THE FINANCIAL RESOURCES AVAILABLE TO CREATE AND PRESERVE LOW-INCOME RENTAL HOUSING. CHPC ALSO LED THE GREEN RENTAL HOME ENERGY EFFICIENCY NETWORK (GREEN), A NETWORK OF MORE THAN 80 AFFORDABLE HOUSING AND ENVIRONMENTAL ORGANIZATIONS DEDICATED TO INCREASING ACCESS TO ENERGY EFFICIENCY RESOURCES FOR MULTIFAMILY RENTAL PROPERTIES IN CALIFORNIA AND ENSURING THAT PUBLICLY ASSISTED PROPERTIES SERVING THE STATES LOWEST-INCOME HOUSEHOLDS RECEIVE AN EQUITABLE DISTRIBUTION OF THESE RESOURCES. 2579423 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 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 1 15 0 1 21 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 1 0 CA X THE ORGANIZATION 4154336804 369 PINE STREET NO 300 SAN FRANCISCO CA 94104 ALEX SANCHEZ BOARD CHAIR 1.00 X X 0 0 0 MARIA CABILDO BOARD VICE CHAIR 1.00 X X 0 0 0 ERIC KAWAMURA BOARD TREASURER 1.00 X X 0 0 0 TIM ONDERKO SECRETARY 1.00 X X 0 0 0 CLAUDIO CAPPIO BOARD MEMBER 1.00 X 0 0 0 ELIZABETH MORRIS BOARD MEMBER 1.00 X 0 0 0 PHIL RITTER BOARD MEMBER 1.00 X 0 0 0 PAUL SCHMIDT BOARD MEMBER 1.00 X 0 0 0 MATTHEW C SCHWARTZ PRESIDENT/CEO 40.00 X 162303 0 30328 RICHARD MANDEL DIR. OF FIN CONSULTING 40.00 X 159063 0 16700 PAUL BEESEMYER PROGRAM DIRECTOR 40.00 X 159000 0 11109 LAURA KOBLER PROGRAM DIRECTOR 40.00 X 142000 0 29053 GREGORY CHIN SR. PROGRAM MANAGER 40.00 X 124738 0 18955 DIEP DO SR. PROGRAM MANAGER 40.00 X 124600 0 15120 871704 0 121265 6 0 1 0 0 710000 710000 CONTRACT FEES 531390 2213948 2213948 INTERVENOR FEES 531390 56200 56200 OTHER INCOME 531390 1366 1366 2271514 15658 15658 254852 257579 -2727 -2727 -2727 2994445 2271514 0 12931 X 192631 160491 32140 1697893 1414598 283295 241789 201446 40343 140621 117158 23463 15680 14584 1096 337393 323469 13924 92123 85674 6449 117512 109717 7795 8419 7831 588 10967 10200 767 16423 15274 1149 MISCELLANEOUS 31919 29684 2235 DUES & MEMBERSHIP 29805 27717 2088 TELEPHONE 26362 24516 1846 SUPPLIES 13476 12532 944 27673 24532 3141 3000686 2579423 421263 0 737413 416175 300000 105000 468225 480735 34359 15493 73310 69386 13857 3924 726957 1253846 6298 6298 2287109 2281471 160007 134798 160007 134798 X 1600111 1723786 526991 422887 2127102 2146673 2287109 2281471 -6241 25812 0 X X 0 1 X 1 0 X 250000 450000 291000 810500 710000 2511500 1759462 1469694 1909146 2305658 2271514 9715474 2009462 1919694 2200146 3116158 2981514 12226974 0 364992 314360 430387 173758 257377 1540874 364992 314360 430387 173758 257377 1540874 10686100 16653 20506 17650 14380 15658 84847 16653 20506 17650 14380 15658 84847 100 61504 2500 1470 65574 2026215 2001704 2220296 3132008 2997172 12377395 0.86340 0.84720 0.00690 0.00800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1326 25614 26940 2972420 2999360 299968 74992 0 0 240716 258826 276680 299968 1076190 1614285 4688 26080 27536 26940 85244 60179 64707 69170 74992 269048 403572 650 399 716 1326 3091 12916 12916 0 60394 56470 3924 3924 X 3020257 25812 25812 2994445 0 2994445 3000686 0 3000686 0 3000686 PART X, LINE 2: CHPC 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. CHPC'S FEDERAL AND STATE INCOME TAX RETURNS FOR THE YEARS 2010 THROUGH 2013 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. X 0 0 0 0 0 0 0 0 0 MATTHEW C SCHWARTZ PRESIDENT/CEO 162303 0 0 0 0 0 8250 0 22078 0 192631 0 0 0 RICHARD MANDEL DIR. OF FIN CONSULTING 159063 0 0 0 0 0 7958 0 8742 0 175763 0 0 0 PAUL BEESEMYER PROGRAM DIRECTOR 159000 0 0 0 0 0 7858 0 3251 0 170109 0 0 0 LAURA KOBLER PROGRAM DIRECTOR 142000 0 0 0 0 0 7071 0 21982 0 171053 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE PRESIDENT AT THE TIME OF SIGNING. FORM 990, PART VI, SECTION B, LINE 12C REVIEW OF ANNUAL FORMS 700 AS PROVIDED TO THE FAIR POLITICAL PRACTICES COMMISSION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT IS DONE BY THE INDEPENDENT BOARD OF DIRECTORS IN A CLOSED SESSION. THE ORGANIZATION PROVIDES A 360 DEGREE FEEDBACK PROGRAM THAT INCLUDES ASSESSMENTS FROM EXTERNAL STAKEHOLDERS INCLUDING CLIENTS AND PARTNERS. THE BOARD RECEIVES THESE EXTERNAL EVAULATIONS OF THE PRESIDENT. ALL OTHER EMPLOYEES PROVIDE THE PRESIDENT WITH AN EXTENSIVE SELF-EVALUATION THAT ARE THEN USED BY HIM AS THE BASIS FOR IN-PERSON ANNUAL REVIEWS. SALARIES ARE DETERMINED ACCORDING TO BOARD OF DIRECTORS GUIDELINES AFTER REVIEWING THE SUMMARIES OF BOTH THESE INTERNAL AND EXTERNAL EVALUATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 323,469. MANAGEMENT AND GENERAL EXPENSES 13,924. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 337,393. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT BEEN CHANGED FROM THE PRIOR YEAR. FORM 990, PART I, LINE 22 UNREALIZED GAIN IN AN AMOUNT OF $25,812 HAS BEEN INCLUDED IN THE ENDING BALANCE OF NET ASSETS.