2012-11-15T15:13:16-06:00 2011-12-31 LANE GORMAN TRUBITT PLLC 2626 HOWELL STREET SUITE 700 DALLAS TX 752044064 990 2011-01-01 752461679 METRO DALLAS HOMELESS ALLIANCE % MICHAEL M FAENZA METR 9726385600 2816 SWISS AVENUE DALLAS TX 75204 MICHAEL M FAENZA 2012-11-15 true James Youngblood 2148717500 2011 2016-02-24 21:20:13Z X MICHAEL M FAENZA 2816 SWISS AVENUE DALLAS TX 75204 5746083 false X www.mdhadallas.org X 1990 TX To end homelessness in Metropolitan Dallas through advocacy, planning, and education that creates and sustains needed change. 23 23 180 220 0 2037559 1160471 6673663 4541309 325 409 -69105 43894 8642442 5746083 68805 47089 0 0 4978572 4421242 99377 0 149075 3872122 7224824 9018876 11693155 -376434 -5947072 6542864 1032232 248656 685398 6294208 346834 X TO END HOMELESSNESS IN METROPOLITAN DALLAS THROUGH ADVOCACY, PLANNING, AND EDUCATION THAT CREATES AND SUSTAINS NEEDED CHANGE. false true 6004851 47089 4585203 MDHA OPERATED THE BRIDGE HOMELESS ASSISTANCE CENTER ("BRIDGE") THROUGH 9/30/2011 UNDER A MANAGEMENT SERVICES CONTRACT WITH THE CITY OF DALLAS. THE BRIDGE, WHICH OPENED IN MAY 2008, PROVIDES CARE AND HOUSING, MEALS, SECURITY AND FACILITIES TO APPROXIMATELY 8750 HOMELESS PEOPLE PER DAY. MDHA leads the planning and grant submissions for the federally funded Continuum of Care which brings approximately $15 million in funds to Dallas area service providers each year including Dallas and Collin Counties. THE PROCESS, WHICH IS PART OF THE HUD SUPER NOFA, INVOLVES SERVICE COORDINATION, PROJECT MONITORING AND TECHNICAL ASSISTANCE TO HUD-FUNDED AND NON-HUD-FUNDED AGENCIES. THE MDHA CONTINUUM OF CARE COORDINATED TO PROVIDE SERVICES TO THE HOMELESS COMMUNITY, INCLUDING CONDUCTING THE ANNUAL HOMELESS ASSISTANCE PROCESS FOR DALLAS AND COLLIN COUNTIES, WHICH IS USED BY PRIVATE AND GOVERNMENT SOURCES LOCALLY AND NATIONALLY FOR FUNDRAISING, RESEARCH AND NEEDS ASSESSMENTS. 6004851 true true false true false false false false false false false false false false true true false true false false false false false false false false false false true true false false false false false false false false false false false false true true false false false false true 4 0 true 180 true false false false false false true true false false false false X 23 23 false false true false true true true true true false false true true true true true true true true true false X MICHAEL M FAENZA 9726385600 2816 SWISS AVENUE Dallas TX 75204 X GEORGE ELLIS 2.0 X X 0 0 JERRY ALLEN 0.5 X 0 0 BRITTON BANOWSKY 0.5 X 0 0 JOHN CASTENADA 0.5 X 0 0 MARSHA CLARK 0.5 X 0 0 DR JOSEPH J CLIFFORD 0.5 X 0 0 TOM COLLINS 0.5 X 0 0 PAIGE FLINK 1.0 X 0 0 DEPUTY CHIEF VINCE GOLBECK 0.5 X 0 0 VIRGIL E HARRIS III 0.5 X 0 0 LARRY JAMES 0.5 X 0 0 JERRY KILLINGSWORTH 0.5 X 0 0 TRASWELL LIVINGSTON 0.5 X 0 0 LIAM MULVANEY 1.5 X 0 0 CLARE NILSON 0.5 X 0 0 MARY ANN RUSS 0.5 X 0 0 RANDY SKINNER 0.5 X 0 0 SUE SPALDING 0.5 X 0 0 JACK SZCZEPANOWSKI 0.5 X 0 0 CEILA WALKER 0.5 X 0 0 CONNIE WILSON PHD 0.5 X 0 0 MOLLY VAN ORT 0.5 X 0 0 MICHAEL PETERSON 0.5 X X 0 0 JOHN CASTLE 1.5 X X 0 0 MICHAEL M FAENZA 40.0 X 206000 0 16114 DOSSEN MCGEE 40.0 X 63750 0 6810 DAVID JAY DUNN 40.0 X 115384 0 9482 CHARLES GULLEY 40.0 X 92385 0 1566 477519 0 33972 2 false true false FPC Meals 408 Park Avenue DALLAS TX 75201 Meal services 2471388 LifeNet Community Behavioral Health 9708 Skillman STREET DALLAS TX 75243 Facilities services 1421727 2 9925 99326 1051220 1160471 PROGRAM SERVICE FEES 624200 1393806 1393806 CONTRACT SERVICE FEES 624200 16525 16525 MANAGEMENT FEES 624200 3130978 3130978 4541309 409 409 0 0 43894 43894 43894 43894 0 0 0 0 0 5746083 4585203 409 0 47089 47089 0 0 511490 427090 51983 32417 0 3067549 2458122 520853 88574 126012 15749 110263 415263 329074 79189 7000 300928 265729 28476 6723 0 0 58040 43530 14510 0 0 0 2180970 2047238 127484 6248 1415 48 632 735 217543 171546 42625 3372 112571 84896 26236 1439 0 25683 24637 1046 7600 2414 5086 100 0 12701 4825 7076 800 0 0 57295 57295 39267 22906 16361 MISCELLANEOUS EXPENSES 29640 27300 1719 621 LOSS ON DECONSOLIDATION 3797925 3797925 DISSOLUTION EXPENSE 684174 684174 11693155 6004851 5539229 149075 1149924 627677 1826608 8143 1912399 88554 762792 72402 0 0 0 0 0 0 0 0 357709 0 0 0 358518 0 174914 191562 0 0 0 43894 0 0 0 0 6542864 1032232 248656 137563 0 0 0 3341 0 0 0 0 0 0 0 0 0 0 0 544494 248656 685398 X 3608512 340424 2685696 6410 0 0 6294208 346834 6542864 1032232 X -5947072 -302 X false true true X true true X 4584345 8241463 1793995 2037559 1160471 17817833 62757 250394 612250 464513 1389914 4584345 8304220 2044389 2649809 1624984 19207747 5329222 13878525 1237 1183 1482 325 409 4636 1106 105256 100 20 0 106482 19318865 20084009 0.71839 0.70117 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true 65000 65000 LOBBYING ACTIVITY SCHEDULE D, PART II-B THE ORGANIZATION HIRED A PUBLIC POLICY POSITION DURING 2011 TO ENGAGE IN LOBBYING ACTIVITY TO EDUCATE STATE LEGISLATORS ON THE NEEDS OF THE HOMELESS COMMUNITY. 0 INTERCOMPANY PAYABLES 544494 544494 5746083 11693155 -5947072 -302 -302 -5947374 6217942 -302 472161 471859 5746083 5746083 12165316 472161 472161 11693155 11693155 FIN 48 (ASC 740) FOOTNOTE SCHEDULE D, PART X, LINE 2 FOLLOWING IS THE TEXT FROM THE ORGANIZATION'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS: Income Taxes MDHA is exempt from federal income taxes under Section 501(c)(3) of the United States Internal Revenue Code. Bridge Steps and Pebbles are wholly-owned for-profit subsidiaries of MDHA which are considered to be disregarded entities in the preparation of MDHA's federal information return. For the year ended December 31, 2011, MDHA had no material unrelated business income, including pass-through income from Bridge Steps and Pebbles. Accordingly, no provision has been made for federal income tax in the accompanying consolidated financial statements. GAAP requires the evaluation of tax positions taken or expected to be taken in the course of preparing MDHA's 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 would be recorded as a tax benefit or expense in the current year. A reconciliation is not provided herein, as the beginning and ending amounts of unrecognized benefits are zero, with no interim additions, reductions, or settlements. However, the conclusions regarding accounting for uncertainty in income taxes will be subject to review and may be adjusted at a later date based on factors including, but not limited to, ongoing analysis of tax laws, regulations, and interpretations thereof. MDHA's informational returns filed in the U.S. federal jurisdiction are generally subject to examination for three years after the later of the due date or date of filing. As a result, MDHA is no longer subject to income tax examinations by tax authorities for years prior to 2008. true SHELTER, TRANSPORTATION, ETC 8750 47089 FMV SHELTER, ETC MONITORING USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2 AS PART OF ITS EXEMPT MISSION, THE ORGANIZATION PROVIDES DIRECT ASSISTANCE TO INDIVIDUALS EXPERIENCING HOMELESSNESS OR FORMERLY HOMELESS INDIVIDUALS. THERE IS AN ELIGIBILITY DETERMINATION PROCESS PRIOR TO PROVIDING ASSISTANCE. ASSISTANCE PROVIDED DURING THE YEAR CONSISTED OF BUS PASSES AND NONCASH HOUSING ASSISTANCE AS WELL AS FURNITURE PROVIDED TO INDIVIDUALS PARTICIPATING IN PERMANENT SUPPORTIVE HOUSING. ACCORDINGLY, ONGOING MONITORING OF GRANT FUNDS IS NOT APPLICABLE. NO INDIVIDUAL RECEIVED MORE THAN $5,000 IN ASSISTANCE DURING THE YEAR. X X X false false false false false false false false false MICHAEL M FAENZA 200000 0 0 6000 0 6000 0 10114 0 222114 0 0 0 MEMBERSHIP FORM 990, PART VI, SECTION A, LINES 6 AND 7 As part of its program activities, Metro Dallas Homeless Alliance ("MDHA") is a membership organization whose membership is composed of individuals and organizations which are concerned about the Homeless issue in Dallas and Collin Counties. MDHA Members include: Non-Profit Organizations Homeless Citizens Units of Government Faith-Based Organizations Businesses Individuals THE ORGANIZATION DOES HAVE MEMBERS WHO COMPRISE A MEMBERSHIP COMMITTEE, WHICH IS A STANDING COMMITTEE OF THE BOARD OF DIRECTORS. The ELECTED Chair of the Membership Committee serves as the Vice Chair of the MDHA Board of Directors. THE MEMBERS APPROVE THE APPOINTMENT OF CANDIDATES FOR THE BOARD OF DIRECTORS AND ALSO HAVE THE AUTHORITY TO APPROVE CHANGES TO THE BY-LAWS OR OTHER GOVERNING DOCUMENTS. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11A Outside auditors work with THE CFO to prepare THE Form 990, which is reviewed by the CEO. The Form 990 is also provided to all members of the Board of Directors. MONITORING OF CONFLICTS OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12(C) THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS INCLUDED IN BOTH THE BY-LAWS AND THE SEPARATE CODE OF CONDUCT AND ETHICS. BOARD MEMBERS AND STAFF ARE REQUESTED PERIODICALLY TO ACKNOWLEDGE IN WRITING HAVING RECEIVED, READ AND UNDERSTOOD THE CODE OF CONDUCT AND ETHICS, AS WELL AS TO FILL OUT AND SUBMIT A DISCLOSURE QUESTIONNAIRE DISCLOSING ANY CONFLICTS. COMPENSATION REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 15(A) & 15(B) THE EXECUTIVE COMMITTEE OF THE BOARD DETERMINES THE COMPENSATION FOR THE PRESIDENT/CEO. ANNUALLY, THE COMMITTEE CONSULTS SALARY SURVEYS AND OTHER SOURCES OF INFORMATION RELATING TO THE COMPENSATION OF CHIEF EXECUTIVES OF COMPARABLE ORGANIZATIONS. THE COMMITTEE ALSO CONDUCTS A REVIEW OF THE CEO'S PERFORMANCE. BOTH THE COMPARABLE COMPENSATION INFORMATION AND THE PERFORMANCE REVIEW ARE TAKEN INTO CONSIDERATION IN DETERMINING THE PRESIDENT/CEO'S COMPENSATION. THE COMPENSATION OF KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT/CEO, IN CONJUNCTION WITH THE ORGANIZATION'S HUMAN RESOURCES PROFESSIONAL, BASED ON SALARY SURVEYS AND OTHER RESEARCH ON COMPENSATION FOR COMPARABLE POSITIONS AND ORGANIZATIONS, AS WELL AS PERFORMANCE REVIEWS. THE PRESIDENT/CEO REPORTS THESE COMPENSATION LEVELS TO THE EXECUTIVE COMMITTEE OF THE BOARD, AND THEY ARE APPROVED AS PART OF THE ANNUAL BUDGET PROCESS. AVAILABILITY OF DOCUMENTS FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. COPIES OF THE ORGANIZATION'S FORM 990 ARE ALSO AVAILABLE UPON REQUEST, AS WELL AS THROUGH OUTSIDE WEBSITES SUCH AS GUIDESTAR.ORG. APPLICABILITY OF POLICIES TO DISREGARDED ENTITIES FORM 990, PART VI, SECTION B BRIDGE STEPS, LLC, PRIOR TO DECONSOLIDATION, AND MDHA PEBBLES, LLC ARE DISREGARDED ENTITIES WITH RESPECT TO METRO DALLAS HOMELESS ALLIANCE ("MDHA"). BRIDGE STEPS, LLC AND MDHA PEBBLES, LLC HAVE NOT SPECIFICALLY ADOPTED A CONFLICT OF INTEREST, WHISTLEBLOWER OR DOCUMENT RETENTION AND DESCTRUCTION POLICY. HOWEVER, SINCE MDHA IS THE SOLE MEMBER OF BRIDGE STEPS, LLC AND MDHA PEBBLES, LLC AND THE THREE ENTITIES SHARE COMMON OFFICERS, POLICIES OF MDHA ARE CONSIDERED TO BE EFFECTIVE FOR BRIDGE STEPS, LLC. AND MDHA PEBBLES, LLC. OTHER CHANGES TO NET ASSETS FORM 990, PART XI, LINE 5 $302 UNREALIZED LOSS ON INVESTMENTS SIGNIFICANT CHANGES TO CONDUCT OF PROGRAM SERVICES FORM 990, PART III, LINE 3 Effective October 1, 2011, MDHA entered into an Agreement and Plan of Merger (the "Agreement") with The Homeless Alliance Center (HAC), an unrelated party, through which Bridge Steps was merged with and into HAC, and Bridge Steps ceased to exist. As part of the Agreement, certain assets and related liabilities of MDHA held exclusively for the business, benefit and operation of Bridge Steps were also merged into HAC. MDHA WILL CONTINUE TO OPERATE UNDER ITS ORIGINAL CHARTER WITH THE EXCEPTION OF MANAGING THE OPERATIONS OF THE BRIDGE. EFFECTIVE OCTOBER 1, 2011, HAC ASSUMED ALL RESPOSIBILITIES FOR THE OPERATION OF THE BRIDGE. SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S GOVERNING DOCUMENTS WERE AMENDED TO INCORPORATE THE CHANGES TO OPERATIONS, MANAGEMENT, AND PROGRAM SERVICES RESULTING FROM DISCONTINUED OPERATIONS AND DISASSOCIATION WITH BRIDGE STEPS. SEE NOTE DISCLOSURE FOR FORM 990, PART III, LINE 3 ABOVE. MDHA PEBBLES LLC 2816 SWISS AVENUE DALLAS TX 75204 271963935 HOUSING SVCS TX 43894 43894 MDHA BRIDGE STEPS LLC 2816 SWISS AVENUE DALLAS TX 75204 263341090 SHELTER SVCS TX 5575216 0 MDHA Pebbles Apts LLC 3939 N Hampton Rd DALLAS TX DAllas TX 752121630 273043439 housing services TX na RELATED 43894 43071 false 0 false 0.50000 false false false false false false false false true false false false false false false false false false NA