2014-02-04T16:30:49-06:00 2013-06-30 042734675 DANIEL DENNIS AND COMPANY LLP 990 WASHINGTON STREET DEDHAM MA 02026 990 2012-07-01 042518368 HAP INC HAPI 4137851251 322 MAIN STREET SPRINGFIELD MA 01105 MICHAEL ST DENIS 4137851251 2014-02-03 MICHAEL DRISCOLL P01347837 6172629898 2014-01-31 2012 2015-11-30 17:44:51Z MICHAEL ST DENIS 322 MAIN STREET SPRINGFIELD MA 01105 61545784 0 X WWW.HAPHOUSING.ORG X 1972 MA HAP, INC. IS A NOT-FOR-PROFIT ORGANIZATION ESTABLISHED TO PROVIDE HOUSING ASSISTANCE AND TECHNICAL ASSISTANCE TO LOW-INCOME AND DISABLED INDIVIDUALS IN WESTERN MASSACHUSETTS. 16 16 203 25 0 0 1154877 947374 53496512 60586828 25405 11582 0 0 54676794 61545784 41425975 47415057 0 0 7880720 8424737 0 0 325740 4722482 5143158 54029177 60982952 647617 562832 22799674 22674565 14807189 14119248 7992485 8555317 X HAP, INC. PROVIDES AFFORDABLE HOUSING OPPORTUNITIES, EDUCATION AND SUPPORT; ENABLING PEOPLE TO ACHIEVE A BETTER FUTURE AND PROMOTING VIBRANT, DIVERSE COMMUNITIES. 0 0 37993362 35071101 39038490 RENTAL ASSISTANCE PROGRAMS PROVIDE RENT SUPPLEMENTS TO QUALIFIED LOW-INCOME HOUSEHOLDS UNDER PROGRAMS SUBSIDIZED BY FEDERAL AND STATE FUNDS. A VARIETY OF SUPPORTIVE SERVICES ARE PROVIDED TO RENTAL ASSISTANCE PARTRICIPANTS. 16573390 12223565 17674732 CLIENT SERVICES INCLUDE TEMPORARY SHELTER AND SUPPORTIVE SERVICES FOR THE HOMELESS AND TRANSITIONAL HOUSING AND SUPPORTIVE SERVICES FOR VICTIMS OF DOMESTIC VIOLENCE AND OTHER FORMERLY HOMELESS FAMILIES. HAP PROVIDES A WIDE VARIETY OF INFORMATION AND REFERRAL SERVICES, HOUSING COUNSELING AND EDUCATION SERVICES FOR TENANTS AS WELL AS ACCESS TO FINANCIAL ASSISTANCE TO HELP FAMILIES AND INDIVIDUALS AVOID HOMELESSNESS. THE SERVICES ARE FUNDED THROUGH FEDERAL AND STATE PROGRAMS AND PRIVATE GRANTS AND DONATIONS. 2652110 2535777 REAL ESTATE DEVELOPMENT SERVICES INCLUDE BOTH NEW CONSTRUCTION AND PURCHASE AND REHABILITATION TO PROVIDE AFFORDABLE INDIVIDUAL, SINGLE FAMILY AND MULTI-FAMILY RENTAL HOUSING AND AFFORDABLE OWNER OCCUPIED HOUSING. THESE ACTIVITIES ARE FINANCED BY ACCESSING FEDERAL AND STATE PROGRAMS AND PRIVATE LENDERS. RENTAL MANAGEMENT SERVICES ARE PROVIDED TO VARIOUS AFFORDABLE HOUSING PROJECTS. HAP AND ITS SUBSIDIARIES OWN A DIRECT OR INDIRECT INTEREST IN MOST OF THE PROJECTS DEVELOPED BY HAP. THESE EFFORTS ARE AIMED AT ENSURING THAT THE PROPERTIES MEET THE NEEDS OF THEIR LOW TO MODERATE INCOME RESIDENTS AS WELL AS MAINTAINING THE FINANCIAL VIABILITY OF THESE PROPERTIES IN THE FUTURE. 652245 682947 RENTAL PROPERTIES PROVIDE AFFORABLE HOUSING TO ELIGIBLE TENANTS UNDER SHORT-TERM OPERATING LEASES. RENTAL PROPERTIES INCLUDE PROPERTIES WHOLLY OWNED BY HAP. 675618 120391 654882 HOME OWNERSHIP SERVICES INCLUDE EDUCATION AND COUNSELING FOR FIRST-TIME HOMEBUYERS, POST-PURCHASE AND FORECLOSURE PREVENTION COUNSELING, AND EDUCATION SERVICES FOR RENTAL PROPERTY OWNERS. HAP ALSO PROVIDES ACCESS TO FINANCIAL RESOURCES FOR DOWN PAYMENT AND CLOSING COSTS, TO ADDRESS LEAD-PAINT HAZARDS IN THE HOME, AND FOR HOME MODIFICATION LOANS FOR THE DISABLED. 1327863 120391 1337829 58546725 1 1 0 1 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 1 2186 0 1 203 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 0 0 MA X X MICHAEL ST DENIS CFO 4132331658 322 MAIN STREET SPRINGFIELD MA 01105 JOHN DOWNS 2.00 X X 0 0 0 JOANNE CAMPBELL 2.00 X X 0 0 0 ETHEL GRIFFIN 2.00 X X 0 0 0 JOSE CLAUDIO SR 2.00 X 0 0 0 LEEANN PASQUINI 2.00 X X 0 0 0 JOSEPH LAPLANTE 2.00 X X 0 0 0 BRENDA DOHERTY 2.00 X 0 0 0 THOMAS MCCOLGAN 2.00 X 0 0 0 JAMES SHERBO 2.00 X X 0 0 0 TREVIS WREY 2.00 X 0 0 0 CLARE HIGGINS 2.00 X 0 0 0 ROBERT CALLAHAN 2.00 X 0 0 0 MELVIN EDWARDS 2.00 X 0 0 0 LINDA MORLEYNON-VOTING 40.00 X X 105780 0 4629 CAROL WALKERNON-VOTING 40.00 X X 56640 0 5990 ROBERT DECLEMENT 2.00 X 0 0 0 GLENN WELCH 2.00 X 0 0 0 JESSICA FRAGA 2.00 X 0 0 0 PETER GAGLIARDI 40.00 X 161047 0 15531 ELLEN HATZAKIS 40.00 X 109898 0 4838 MICHAEL ST DENIS 40.00 X 99797 0 19028 533162 0 50016 4 0 1 0 NEW ENGLAND FARM WORKERS' COUNCIL 11-13 HAMPDEN STREET SPRINGFIELD MA 01103 PROGRAM SERVICES 442667 CENTER FOR HUMAN DEVELOPMENT 332 BIRNIE AVENUE SPRINGFIELD MA 01107 PROGRAM SERVICES 292429 KUHN RIDDLE ARCHITECTS 28 AMITY STREET SUITE 2B AMHERST MA 01002 ARCHITECTURE 154491 ORGANIZATIONAL OPTIONS LLC 15792 E PROGRESS DRIVE CENTENNIAL CO 80015 MANAGEMENT SERVICES 144570 DANIEL DENNIS AND COMPANY LLP 990 WASHINGTON STREET DEDHAM MA 02026 AUDIT & TAX 115855 5 947374 947374 RENTAL AND CLIENT SUBSIDIES 532000 46353797 46353797 CONTRACTED REVENUE 531390 10872790 10872790 REAL ESTATE DEVELOPMENT REVENUE 531390 1923888 1923888 RENTAL REVENUE 531110 587477 587477 PROPERTY MANAGEMENT REVENUE 531310 465421 465421 383455 383455 60586828 11582 11582 61545784 60586828 0 11582 1061261 1061261 46353796 46353796 688782 688782 6133032 5143708 837108 152216 969805 855627 94533 19645 633118 486096 132162 14860 13260 13260 96666 96666 444441 198329 213737 32375 12198 10774 500 924 301641 208658 81958 11025 32841 315958 -290010 6893 379147 616085 -246735 9797 133438 106637 25755 1046 60709 35656 23233 1820 173817 113927 59890 321177 148354 172823 78218 31667 46551 CONSTRUCTION COSTS 1313847 1313847 PROGRAM EXPENSES 1204166 1127956 16835 59375 OTHER EXPENSES - HAP 218506 70412 144625 3469 DUES AND FEES 114460 35383 76685 2392 244626 202668 32055 9903 60982952 58546725 2110487 325740 5051330 9094982 4363383 1578013 1643013 2913606 4331486 34211 131651 9013396 3159360 6506736 5854036 121510 121510 2480 2228405 1497887 22799674 22674565 1363009 1501375 1978230 256023 457665 228861 3688491 2567387 7319794 9565602 14807189 14119248 X 3551895 4116594 3560345 3401478 880245 1037245 7992485 8555317 22799674 22674565 562832 0 X X 0 1 X 1 1 1 X 33867583 35729003 38978074 1154877 947374 110676911 33867583 35729003 38978074 1154877 947374 110676911 110676911 91478 71889 34197 25405 11582 234551 110911462 145002282 0.99790 0.99770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 1588 0 0 1 27392 0 0 28980 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: LOBBYING ACTIVITIES CONSISTED OF SENDING LETTERS TO GOVERNMENT OFFICIALS AND LEGISLATORS AND MEETING WITH OR CALLING GOVERNMENT OFFICIALS AND LEGISLATORS. 0 1 X 624089 624089 7068504 2106172 4962332 1171682 904067 267615 149121 149121 0 5854036 WORK IN PROGRESS 1497887 1497887 CONTRACT ADVANCES 9565602 9565602 X PART IV, LINE 2B: THE ORGANIZATION HOLDS $14,382 IN TENANT SECURITY DEPOSITS THAT ARE COLLECTED UPON MOVE IN TO A HOUSING UNIT. THE DEPOSIT IS REFUNDED LESS ANY SIGNIFICANT DAMAGES OR BACK RENT UPON TENANT MOVE OUT. THE ORGANIZATION HOLDS $214,479 IN FUNDS FOR CLIENTS WHOM PARTICIPATE IN THE FSS PROGRAM FUNDED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. FUNDS ARE HELD BY THE ORGANIZATION UNTIL THE CLIENT COMPLETES THE PROGRAM UPON WHICH THE FUNDS ARE DISBURSED TO THE CLIENT. IF THE CLIENT DOES NOT COMPLETE THE PROGRAM, THE FUNDS ARE RETURNED TO THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: HAP 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. AT JUNE 30, 2013, HAP BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS WITHIN ITS OPEN TAX RETURNS (2010-2012). 1 BEHAVIORAL HEALTH NETWORK 417 LIBERTY STREET SPRINGFIELD MA 01104 042103756 501(C)(3) 9383 COUNSELING SERVICES FOR CLIENTS CENTER FOR HUMAN DEVELOPMENT 332 BIRNIE AVENUE SPRINGFIELD MA 01107 042503926 501(C)(3) 401417 HOUSING SEARCH & STABILIZATION COUNSELING HOUSING DISCRIMINATION PROJECT 57 SUFFOLK STREET HOLYOKE MA 01040 223043308 501(C)(3) 15000 FAIR HOUSING INFORMATION, REFERRAL AND OUTREACH SERVICES NEW ENGLAND FARM WORKERS 11-13 HAMPDEN STREET SPRINGFIELD MA 01103 060872959 501(C)(3) 557961 HOUSING SEARCH & STABILIZATION COUNSELING VALLEY COMMUNITY DEVELOPMENT CORPORATION 30 MARKET STREET NORTHAMPTON MA 01060 222906466 501(C)(3) 18750 FORECLOSURE PREVENTION SERVICES SPRINGFIELD NEIGHBORHOOD HOUSING SERVICES 111 WILBRAHAM ROAD SPRINGFIELD MA 01109 042658190 501(C)(3) 25000 FORECLOSURE PREVENTION SERVICES BERKSHIRE COUNTY REGIONAL HOUSING AUTHORITY 1 FENN STREET 4TH FLOOR PITTSFIELD MA 01201 042859886 501(C)(3) 23750 FORECLOSURE PREVENTION SERVICES FRANKLIN COUNTY REGIONAL HOUSING AND REDEVELOPMENT AUTHORITY 42 CANAL ROAD TURNERS FALLS MA 01376 042546484 501(C)(3) 10000 FORECLOSURE PREVENTION SERVICES 8 ASSISTANCE PAYMENTS UNDER FEDERAL & STATE FUNDED GRANT PROGRAMS THAT PROVIDE HOUSING, EMERGENCY SHELTER AND BASIC NEEDS ASSISTANCE TO INDIVIDUALS AND FAMILIES. 7451 34950710 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: HAP FOLLOWS THE GUIDELINES ESTABLISHED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT, THE COMMONWEALTH OF MASSACHUSETTS, AND OMB CIRCULAR A-133 TO ISSUE AND MONITOR THE BENEFITS AWARDED UNDER FEDERAL AND STATE PROGRAMS. X 0 0 0 0 0 0 0 0 0 PETER GAGLIARDI 161047 0 0 0 0 0 0 0 15531 0 176578 0 0 0 PART I, LINE 3 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS ESTABLISHED AND APPROVED BY THE BOARD. THE BOARD DELEGATES APPROVAL OF THE COMPENSATION OF OTHER TOP MANAGEMENT OFFICIALS, WHICH IS THEN REVIEWED BY A COMMITTEE OF THE BOARD. VALLEY COMMUNITY DEVELOPMENT CORPORATION (VALLEY CDC) A BOARD MEMBER OF HAP IS AN OFFICER OF VALLEY CDC 98800 HAP HAS PROVIDED FINANCING TO VALLEY CDC THROUGH A PREDEVELOPMENT LOAN WITH AN OUTSTANDING BALANCE OF $98,800. 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, COO, CFO AND THE FINANCE & AUDIT COMMITTEE. A COPY OF FORM 990 IS DISTRIBUTED TO BOARD MEMBERS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND KEY EMPLOYEES ARE ASKED TO SUBMIT A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS ESTABLISHED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILBLE BY REQUEST TO MICHAEL ST. DENIS, CFO, HAP, INC., 322 MAIN STREET, SPRINGFIELD, MA 01105. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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