2013-05-14T15:35:02-05:00 2012-06-30 943119928 VOCKER KRISTOFFERSON AND CO CPAS 1700 S EL CAMINO REAL506 SAN MATEO CA 94402 990 2011-07-01 943395945 HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY HOUS 6508724444 139 MITCHELL AVE NO 108 SOUTH SAN FRANCISCO CA 94080 MARK MOULTON 6508724444 2013-05-14 1 THOMAS H VOCKER P00012203 6505745000 X 2011 2016-02-24 21:20:13Z MARK MOULTON 139 MITCHELL AVE SUITE 108 SOUTH SAN FRANCISCO CA 94080 427360 0 X WWW.HLCSMC.ORG X 2001 CA PROVIDE HOUSING LEADERSHIP AND SUPPORT IN SAN MATEO COUNTY. 14 13 4 10 0 0 120286 128429 345958 298931 3 0 0 0 466247 427360 0 0 0 0 259655 261802 0 0 7488 220626 246017 480281 507819 -14034 -80459 80284 7196 14950 22321 65334 -15125 X TO ACCELERATE THE PRODUCTION OF NEW HOMES IN SAN MATEO COUNTY AT ALL AFFORDABILITY LEVELS TO CREATE OPPORTUNITIES AND A VIABLE QUALITY OF LIFE. 0 0 244376 244376 HOUSING ENDOWMENT AND REGIONAL TRUST OF SAN MATEO COUNTY ACCOMPLISHMENTS: HEART IS A SEPARATE NON-PROFIT AND JOINT-POWERS AUTHORITY THAT IS MANAGED BY HLC. HEART FUNDS AFFORDABLE HOUSING DEVELOPMENTS AND MAKES LOANS TO FIRST-TIME, MODERATE INCOME HOMEBUYERS. FROM JULY 2011-JUNE 2012, HOMEBUYER LOANS WERE AVERAGING NEARLY 1 PER MONTH AS THE PROGRAM INCREASED IN POPULARITY AND NEED. HLC IS REIMBURSED FOR ALL HEART ADMINISTRATIVE COSTS AS REFLECTED IN RELATED EXPENSES. 41480 41480 CAMPAIGN FOR EQUITABLE COMMUNITIES ACCOMPLISHMENTS: HLC STAFF AND CONTRACTED, PART-TIME COMMUNITY BUILDERS WORK WITH RESIDENTS OF INDIVIDUAL COMMUNITIES THROUGHOUT SAN MATEO COUNTY TO DEVELOP LOCALLY-BASED LEADERSHIP AND LOCAL HOUSING COMMITTEES. THE RESIDENTS WORK TOGETHER AS ADVOCATES FOR INCREASING HOUSING AFFORDABILITY IN THEIR COMMUNITIES. THROUGH THIS PROGRAM, ADVOCATES HAVE SUCCESSFULLY ENCOURAGED ELECTED OFFICIALS IN DALY CITY TO RETAIN THEIR MEMBERSHIP IN HEART TO SUPPORT A REGIONAL APPROACH TO AFFORDABLE HOUSING, SPOKEN AT COMMUNITY MEETINGS IN SAN BRUNO, SOUTH SAN FRANCISCO, REDWOOD CITY, BRISBANE, AND MENLO PARK IN SUPPORT OF HOUSING POLICIES AND PLANS. ON A REGIONAL LEVEL, OUTCOMES INCLUDED A FOCUS ON WAYS TO PRESERVE INCLUSIONARY HOUSING REQUIREMENTS POST THE PALMER V. CITY OF LOS ANGELES DECISION; PROMOTING AFFORDABLE HOUSING IN THE BAY AREA'S SUSTAINABLE COMMUNITY STRATEGY; AND BROADENING GENERAL AWARENESS ABOUT HOUSING ISSUES IN THE COMMUNITY THROUGH INCREASED COMMUNICATIONS AND COMMUNITY EVENTS WITH PARTNER ORGANIZATIONS. 12000 HOUSING LOCATOR SERVICE ACCOMPLISHMENTS: HLC FACILITATED AND MANAGED THE LAUNCH OF A WEBSITE THAT ALLOWS PEOPLE WHO ARE LOOKING FOR HOUSING, WHETHER IT IS MARKET-RATE OR BELOW-MARKET RATE, AND PEOPLE WHO HAVE HOUSING AVAILABLE FOR RENT IN SAN MATEO COUNTY TO SEARCH LISTINGS IN REAL TIME. PREVIOUSLY, NO SUCH WEBSITE EXISTED AND RESIDENTS WOULD HAVE TO CALL EACH AFFORDABLE HOUSING PROVIDER TO INQUIRY ABOUT AVAILABILITY. 13518 13075 AFFORDABLE HOUSING WEEK ACCOMPLISHMENTS: IN MAY 2012, HLC HOSTED A DOZEN DIFFERENT EVENTS DURING AFFORDABLE HOUSING WEEK FOR SAN MATEO COUNTY. THE WEEK BROUGHT TOGETHER ABOUT 700 MEMBERS OF THE COMMUNITY TO CELEBRATE SUCH EVENTS AS THE GRAND OPENING OF AFFORDABLE HOUSING DEVELOPMENTS, TOUR REHABILITATED HOUSING UNITS, AND HLC'S SIGNATURE EVENT, THE ANNUAL LEGISLATIVE BREAKFAST TO DISCUSS LOCAL, STATE, AND FEDERAL HOUSING POLICIES. HOUSING LEADERSHIP DAY ACCOMPLISHMENTS: IN OCTOBER 2011, HLC HOSTED THE NINTH ANNUAL HOUSING LEADERSHIP DAY, A COUNTY-WIDE HOUSING POLICY CONFERENCE. THE THEME CENTERED ON FINANCING AND BUILDING FOR A BETTER FUTURE, WITH FUNDING SOURCES FOR AFFORDABLE HOUSING UNCERTAIN AT THE TIME. THE CONFERENCE OFFERED WORKSHOPS WITH PANELISTS DISCUSSING LOCAL, REGIONAL, STATE AND FEDERAL FUNDING OPTIONS. THE CONFERENCE SOLD OUT AT THE MAXIMUM CAPACITY OF 250 ATTENDEES FOR THE SECOND YEAR IN A ROW. 13518 13075 311374 1 1 0 0 0 0 0 0 0 0 1 0 0 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 0 0 0 1 6 0 4 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 CA X MARK MOULTON 6508724444 139 MITCHELL AVE SUITE 108 SOUTH SAN FRANCISCO CA 94080 MELISSA PLATTE 1.00 X X 0 0 0 DEVEN RICHARDSON 1.00 X X 0 0 0 GREG MEYER 1.00 X X 0 0 0 EVELYN STIVERS 1.00 X X 0 0 0 MICHELE BEASLEY 1.00 X X 0 0 0 STEVE BLANTON 1.00 X 0 0 0 CORINNE GOODRICH 1.00 X 0 0 0 RICH HEDGES 1.00 X 0 0 0 ROBERT HUIBERS 1.00 X 0 0 0 SAM H KIM 1.00 X 0 0 0 MARK LEACH 1.00 X 0 0 0 NEVADA MERRIMAN 1.00 X 0 0 0 ST MAYER 1.00 X 0 0 0 DUANE BAY 1.00 X 0 0 0 MARK B MOULTON 40.00 X 86204 0 0 86204 0 0 0 0 0 0 0 15489 112940 128429 PROGRAM SERVICE FEES 624100 298931 298931 298931 427360 298931 0 0 228306 114153 114153 15624 7812 7812 17872 8936 8936 7638 2875 4763 18685 18685 95137 95137 34 34 16744 16744 3479 2698 781 18600 15976 2624 1502 1502 CONTRACT LABOR 41480 41480 PRINTING AND REPRODUCTI 15716 14000 1716 POSTAGE AND DELIVERY 5409 5200 209 TELEPHONE 5177 1726 1726 1725 16416 4222 11194 1000 507819 311374 188957 7488 61566 10020 30268 29367 2403 901 6295 6295 80284 7196 43 14950 22278 14950 22321 X 57764 -22695 7570 7570 65334 -15125 80284 7196 -80459 0 X 0 0 0 X 336106 312311 164557 120286 128429 1061689 336106 312311 164557 120286 128429 1061689 270252 791437 1927 253 5 3 2188 132100 72935 329902 345958 298931 1179826 2243703 0.35270 0.48900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30268 29367 901 901 INVESTMENT - 500 SHS ACACIA PROPERTY CORP. STOCK 5000 SECURITY DEPOSIT 1295 6295 ACCRUED PAYROLL EXPENSES 3772 RELATED PARTY PAYABLE 14626 BANK OVERDRAFT 3880 22278 FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE WILL REVIEW THE FORM 990 THEN FORWARD TO THE BOARD OF DIRECTORS FOR ACCEPTANCE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST, WHICH IS THEN RECORDED IN MINUTES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED ANNUALLY FOR THE EXECUTIVE DIRECTOR BY THE GOVERNANCE/EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD BASED ON THE DATA FROM THE CENTER OF NONPROFIT MANAGEMENT ANNUAL COMPENSATION AND BENEFITS SURVEY. COMPENSATION OF OTHER OFFICERS AND EMPLOYEES ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND GOVERNANCE COMMITTEE BEFORE SUBMISSION TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.