2012-05-07T17:51:33-05:00 2011-06-30 BERGERLEWIS ACCOUNTANCY CORP 55 ALMADEN BLVD SUITE 600 SAN JOSE CA 95113 990 2010-07-01 770458221 HOUSING CHOICES COALITION HOUS 4082840991 30 LAS COLINAS LANE SAN JOSE CA 95119 LYNDA STEELE 4082840991 2012-05-03 1 LAWRENCE S KUECHLER 4084941200 2012-05-03 2010 2016-02-24 21:20:13Z STAN PARRY 30 LAS COLINAS LANE SAN JOSE CA 95119 844332 0 X WWW.HOUSINGCHOICES.COM X 1997 CA TO ENHANCE THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES. 11 11 14 12 0 0 728522 765032 43952 79109 106 191 0 0 772580 844332 0 0 0 0 509372 525066 2850 0 20632 240882 273460 753104 798526 19476 45806 279491 329886 28465 33054 251026 296832 X TO ENHANCE THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES BY CREATING QUALITY, AFFORDABLE HOUSING OPTIONS. 0 0 662381 79109 HOUSING CHOICES COALITION IS FOCUSED ON TWO SPECIFIC SERVICE AREAS WHICH REPRESENT UNIQUE STRATEGIES FOR ACHIEVING THE AGENCY'S MISSION. FIRST THERE ARE HOUSING SERVICES WHICH SEEK TO CREATE ADDITIONAL HOUSING STOCK FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. SECOND, THERE ARE THE COMMUNITY SERVICES WHICH ASSIST CLIENTS IN FINDING AND MAINTAINING HOUSING.HOUSING SERVICES INCLUDE:-PARTNERING WITH DEVELOPERS TO INCREASE THE STOCK OF AFFORDABLE HOUSING OPPORTUNITIES KNOWN AS THE AGENCY'S PARTNER PROPERTIES-CREATING AND MAINTAINING HOUSING OPPORTUNITIES IN SINGLE FAMILY HOMES FOR SHARED HOUSING OPPORTUNITIES KNOWN AS THE COOPERATIVE LIVING STYLE 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 HOMEOWNERSHIPCOMMUNITY 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 RESIDENCYRESIDENT COORDINATION PROGRAM - JUST CREATING AFFORDABLE HOUSING IS ONLY HALF THE EQUATION. PROVIDING SPECIALIZED HOUSING SUPPORT SERVICES TO ENSURE THAT THE PEOPLE ARE SUCCESSFUL IN THEIR HOUSING IS CRUCIAL. 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.BERNINI LOAN FUND - THIS 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.BILL AKERS RESIDENT ASSISTANCE FUND - THE AKERS FUND ASSISTS RESIDENTS WITH ACQUIRING BASIC HOUSEHOLD NECESSITIES.IN THE LAST YEAR, THE AGENCY HAS HELPED 993 PEOPLE WITH THEIR HOUSING NEEDS; ASSISTED 95 PEOPLE IN SECURING QUALITY, AFFORDABLE HOUSING OPPORTUNITIES; AND CONDUCTED OVER 40 MEDIATION DISPUTES TO PREVENT POTENTIAL EVICTIONS FOR OUR TENANTS.CURRENTLY, OVER 2,500 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES HAVE REGISTERED WITH THE AGENCY TO FIND COMMUNITY INTEGRATED HOUSING. ADDITIONALLY, APPROXIMATELY 50% OF PEOPLE WITH DEVELOPMENTAL DISABILITIES IN THE SERVICE AREA ARE UNDER THE AGE OF 17. OVER THE NEXT 3-10 YEARS, THE AGENCY ANTICIPATES UP TO 60% OF THESE INDIVIDUALS OR 3,000 PEOPLE WILL BE LOOKING FOR HOUSING. THE AGENCY IS WORKING TO CREATE QUALITY, AFFORDABLE HOUSING THAT MEETS THESE NEEDS. 662381 1 1 0 0 0 0 0 0 0 1 0 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 1 3 0 14 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MARCIA LYON 4082840991 30 LAS COLINAS LANE SAN JOSE CA 95119 STAN PARRY 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 TARA MCDONOUGH TO 12011 2.00 X X 0 0 0 SUSAN COHN 1.00 X 0 0 0 KAREN COTTLE 1.00 X 0 0 0 SAM DENNIS 1.00 X 0 0 0 RICK DILL 2.00 X 0 0 0 JOHN KIRBY 3.00 X 0 0 0 GLORIA MCCANDLESS 2.00 X 0 0 0 JANET VAN ZOEREN 3.00 X 0 0 0 SHANI KLEINHAUS FROM 12011 1.00 X 0 0 0 SARA GRIGNON TO 112011 40.00 X 81481 0 0 81481 0 0 0 0 0 0 0 705142 59890 765032 RENTAL INCOME 531110 79109 79109 79109 191 191 844332 79109 0 191 79394 42873 28582 7939 365589 344262 20366 961 40977 35650 4507 820 39106 34022 4302 782 2721 2721 26815 26815 5361 5361 30815 25767 3787 1261 2764 2405 304 55 148174 128869 16335 2970 15026 14274 752 6440 5603 708 129 3448 3000 379 69 6753 6753 REPAIRS AND MAINTENANCE 16971 16971 TRAINING 5485 4772 603 110 MISCELLANEOUS 1555 60 1320 175 TENANT PROGRAM EXPENSES 1132 1132 798526 662381 115513 20632 64500 135174 89622 89612 97394 59527 2000 1740 6936 14099 6420 17334 34098 27511 7839 6587 0 4780 5813 279491 329886 24315 29404 4150 3650 28465 33054 X 230716 276758 1420 1184 18890 18890 251026 296832 279491 329886 X 45806 0 X 1 0 1 X 0 X 520866 556856 611344 728522 765032 3182620 22740 22740 520866 556856 611344 728522 787772 3205360 38218 3167142 3958 2585 711 106 191 7551 500 702 1202 3214113 129061 0.98540 0.97950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26076 23658 2418 8022 3853 4169 6587 TENANT SECURITY DEPOSITS 3650 3650 844332 798526 45806 45806 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2008 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS FOR THE YEARS ENDED JUNE 30, 2007 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE BOARD TREASURER AND ANY AREAS OF IMPORTANCE OR CONCERN ARE PRESENTED BY THE TREASURER TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C NEW EMPLOYEES READ THIS POLICY WHEN FIRST HIRED AND IT IS A SECTION THAT IS REVIEWED DURING ANNUAL PERFORMANCE EVALUATIONS. IN ADDITION, WHEN THE BOARD OF DIRECTORS ARE ANALYZING NEW PROGRAMS OR SERVICES, CONFLICT OF INTEREST IS ALWAYS A TOPIC OF CONVERSATION DURING BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 FOR ALL COMPENSATIONS IN THE ORGANIZATION, INCLUDING THE ED, 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 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 UPON REQUEST. RECLASSIFICATION OF RESTRICTED FUNDS SCHEDULE D: PART V - ENDOWMENTS IN THE PRIOR YEAR RETURN A PERMANENTLY RESTRICTED NET ASSET WAS CLASSIFIED AS A PERMANENTLY RESTRICTED ENDOWMENT. THE ASSET IS A REVOLVING LOAN FUND THAT IS NOT HELD FOR INVESTMENT AND IS NOT A SOURCE OF INCOME FOR THE ORGANIZATION. THE FUNDS DO NOT MEET THE DEFINITION OF ENDOWMENT AS DEFINED UNDER FASB ASC 958-210 AND 958-225 (FORMERLY SFAS 117).