2014-03-27T11:37:59-05:00 2013-06-30 942763139 BERGER LEWIS ACCOUNTANCY CORP 55 ALMADEN BLVD STE 600 SAN JOSE CA 95113 990 2012-07-01 770458221 HOUSING CHOICES COALITION HOUS 4082840990 30 LAS COLINAS LANE SAN JOSE CA 95119 JAN STOKLEY 4082840990 2014-03-19 1 LAWRENCE S KUECHLER P00233621 4084941200 2014-03-19 2012 2015-11-30 17:44:51Z JANETTE E STOKLEY 30 LAS COLINAS LANE SAN JOSE CA 95119 889223 0 X WWW.HOUSINGCHOICES.COM X 1997 CA TO ENHANCE THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES. 9 9 13 11 0 0 47591 76418 779785 812658 123 147 0 0 827499 889223 0 0 0 0 507579 573404 0 0 14417 265113 276229 772692 849633 54807 39590 384401 448603 32762 57374 351639 391229 X TO ENHANCE THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES BY CREATING QUALITY, AFFORDABLE HOUSING OPTIONS. 1 0 738293 812658 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 150 RESIDENTS IN 12 DIFFERENT PARTNER PROPERTIES IN MAINTAINING THE STABILITY OF THEIR HOUSING.IN THE YEAR ENDING JUNE 30, 2013, THE AGENCY HELPED MORE THAN 1,000 PEOPLE WITH DEVELOPMENTAL DISABILITIES WITH THEIR HOUSING NEEDS. DURING THIS FISCAL YEAR, THE ORGANIZATION ASSISTED 909 PEOPLE WITH HOUSING INFORMATION, ADVICE AND WAITLIST ASSISTANCE AND MOVED 76 PEOPLE WITH DEVELOPMENTAL DISABILITIES INTO QUALITY, AFFORDABLE HOUSING OPPORTUNITIES. THE ORGANIZATION PROVIDED ONSITE SUPPORT AT 13 PARTNER PROPERTIES TO HELP 152 PEOPLE WITH DEVELOPMENTAL DISABILITIES MAINTAIN AFFORDABLE HOUSING AND MEDIATED DISPUTES WITH PROPERTY MANAGERS AND OTHER RESIDENTS TO PREVENT POTENTIAL EVICTIONS FOR OUR TENANTS. CURRENTLY MORE THAN 3,375 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES HAVE REGISTERED WITH THE AGENCY TO FIND COMMUNITY INTEGRATED HOUSING. ADDITIONAL, APPROXIMATELY 50% OF PEOPLE WITH DEVELOPMENTAL DISABILITIES IN THE SERVICE AREA ARE UNDER THE AGE OF 17. OVER THE NEXT THREE TO TEN YEAR PERIOD, THE ORGANIZATION PROJECTS THAT UP TO 60% OF THESE INDIVIDUALS OR 3,000 PEOPLE WILL BE LOOKING FOR HOUSING. THE ORGANIZATION IS WORKING TO CREATE QUALITY, AFFORDABLE HOUSING THAT MEETS THESE NEEDS. 738293 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 2 0 13 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JANETTE E STOKLEY 4082840993 30 LAS COLINAS LANE SAN JOSE CA 95119 STAN PARRY 5.00 X X 0 0 0 RICK DILL 5.00 X X 0 0 0 STEWART STONE 3.00 X X 0 0 0 LYNDA STEELE 3.00 X X 0 0 0 KAREN COTTLE 1.00 X 0 0 0 SAM DENNIS 1.00 X 0 0 0 JOHN KIRBY 3.00 X 0 0 0 GLORIA MCCANDLESS 2.00 X 0 0 0 GRACE GRIFFIN 1.00 X 0 0 0 JAN STOKLEY 40.00 X 58430 0 6930 58430 0 6930 0 0 0 0 0 76418 76418 SERVICE CONTRACT FEES 531110 737246 737246 RENTAL INCOME 531110 75412 75412 812658 147 147 889223 812658 0 147 103879 90375 6752 6752 390613 347077 39685 3851 38424 34178 3977 269 40488 35832 3830 826 33544 33544 3097 2741 293 63 32264 27373 3006 1885 5654 5004 535 115 145457 144767 568 122 15574 13783 1473 318 8412 7444 796 172 2169 1920 205 44 8365 6106 2259 REPAIRS AND MAINTENANCE 13770 13770 TRAINING 5001 5001 BAD DEBT EXPENSE 2422 2422 TENANT PROGRAM EXPENSES 500 500 849633 738293 96923 14417 184778 180436 89735 154882 58680 62425 1850 1692 9750 9376 24352 18980 39279 30939 5328 8340 9928 12472 384401 448603 27262 50502 5500 6872 32762 57374 X 333562 373644 601 1226 17476 16359 351639 391229 384401 448603 39590 0 X 0 1 X 1 0 X 77445 42573 59890 47591 76418 303917 22740 28780 29270 80790 77445 42573 82630 76371 105688 384707 74560 310147 711 106 191 123 147 1278 385985 3646494 0.80350 0.68370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30461 25474 4987 8818 5465 3353 8340 TENANT SECURITY DEPOSITS 6872 6872 X 994493 105270 105270 889223 0 889223 954903 105270 105270 849633 0 849633 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2010 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS FOR THE YEARS ENDED JUNE 30, 2009 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 DURING THE 2012-2013 YEAR THE ORGANZIATION BECAME THE RESIDENTIAL COORDINATOR FOR THE 4TH STREET PROPERTIES; A SAN JOSE PROPERTY WITH UNITS RESERVED FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. 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 ADPOTED 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.