2011-05-13T17:54:55-05:00 2010-06-30 LINDQUIST VON HUSEN & JOYCE LLP 90 NEW MONTGOMERY STREET 11TH FLOOR SAN FRANCISCO CA 94105 990 2009-07-01 770545135 HOUSING TRUST OF SANTA CLARA COUNTY INC HOUS 4084363450 95 S MARKET ST No 610 SAN JOSE CA 95113 KEVIN ZWICK 4084363450 2011-05-12 Lindquist von Husen Joyce LLP 4159579999 2009 2016-02-24 21:20:13Z X KEVIN ZWICK 95 S MARKET ST No 610 SAN JOSE CA 95113 3018279 0 X www.housingtrustscc.org X 2000 CA THE TRUST LOANED MONEY TO FIRST TIME HOME BUYERS FOR DOWN PAYMENT ASSISTANCE AND FOR CLOSING COST ASSISTANCE. THE TRUST ALSO MADE A SIGNIFICANT NUMBER OF LOANS TO DEVELOPERS TO PURCHASE, DEVELOP, BUILD AND RENOVATE PROPERTIES TO CREATE AFFORDABLE HOUSING IN SANTA CLARA COUNTY. THE TRUST ALSO AWARDED GRANTS TO OTHER ORGANIZATIONS. 22 22 6 0 0 0 1405892 2691709 108170 100281 358644 191945 21363 1872706 3005298 144500 835034 0 467818 667885 0 80282 507281 807612 1119599 2310531 753107 694767 29299684 30672868 1595195 2273612 27704489 28399256 The mission of the Housing Trust of Santa Clara County is to serve as a catalyst to develop desperately-needed housing in Santa Clara County through a mix of corporate and community investors. The Housing Trust is dedicated to building and sustaining a revolving loan fund and grant-making program that will leverage other housing resources throughout Silicon Valley. 0 0 783514 36950 FIRST-TIME HOMEBUYER PROGRAMS - HOUSING TRUST OFFERS THE DOWNPAYMENT ASSISTANCE PROGRAM, MORTGAGE ASSISTANCE PROGRAM, AND CLOSING COST ASSISTANCE PROGRAM TO HELP QUALIFIED FIRST-TIME HOMEBUYERS IN SANTA CLARA COUNTY WITH DOWNPAYMENT AND CLOSING COSTS. 126638 14226 AFFORDABLE MULTI-FAMILY RENTAL PROGRAM - THE PROGRAM IS DESIGNED TO HELP CREATE AFFORDABLE MULTI-FAMILY RENTAL HOUSING UNITS IN COMMUNITIES THROUGHOUT SANTA CLARA COUNTY THROUGH GRANTS AND LOANS TO QUALIFIED DEVELOPERS OF AFFORDABLE MULTI-FAMILY RENTAL HOUSING. 1048469 49105 HOMELESS AND SPECIAL NEEDS PROGRAM - THE PROGRAM IS DESIGNED TO HELP PREVENT HOMELESSNESS IN CITIES ACROSS SANTA CLARA COUNTY THROUGH GRANTS AND LOANS TO QUALIFIED DEVELOPERS OF HOUSING FOR THE HOMELESS AND/OR THOSE WITH SPECIAL NEEDS. 99415 99415 2058036 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 6 1 0 0 0 0 0 0 0 0 0 22 22 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 4084363450 95 S MARKET ST STE 610 SAN JOSE CA 95113 KEN YEAGER 1.00 X X 0 0 0 LESLEE GUARDINO 1.00 X X 0 0 0 LINDA MANDOLINI 1.00 X X 0 0 0 SHERRI LUTHER 1.00 X X 0 0 0 SPARKY HARLAN 1.00 X X 0 0 0 PHILIP BOYCE 1.00 X 0 0 0 CARL GUARDINO 1.00 X 0 0 0 ROBERT SHERRARD 1.00 X 0 0 0 MARGARET ABE-KOGA 1.00 X 0 0 0 JOHN PAUL BRUNO 1.00 X 0 0 0 JONATHAN EMAMI 1.00 X 0 0 0 DANIEL FURTADO 1.00 X 0 0 0 CECILY JOSEPH 1.00 X 0 0 0 JOHN MCLEMORE 1.00 X 0 0 0 PATRICK O' MALLEY 1.00 X 0 0 0 MIKE SELFRIDGE 1.00 X 0 0 0 RON SWEGLES 1.00 X 0 0 0 STEVE TATE 1.00 X 0 0 0 ASH KALRA 1.00 X 0 0 0 DIANE MCNUTT 1.00 X 0 0 0 JOHN BARTON 1.00 X 0 0 0 KATHLEEN KING 1.00 X 0 0 0 KEVIN ZWICK 40.00 X 150000 0 13500 MAUREEN SHILLING 40.00 X 80205 0 5500 JESSICA-GARCIA KOHL 40.00 X 111346 0 10050 341551 0 29050 2 0 1 0 0 2454569 237140 2691709 PROGRAM SERVICE FEE 531390 100281 100281 100281 191945 191945 34344 12981 21363 21363 3005298 100281 0 213308 835034 835034 248779 169381 66959 12439 276662 213990 28558 34114 25245 18384 4633 2228 74110 54072 13472 6566 43089 31438 7833 3818 23540 7074 16466 9937 9937 8132 5934 1478 720 40211 29338 7310 3563 5123 5123 3382 1621 1216 545 20000 20000 10245 7475 1862 908 9704 7080 1764 860 PROVISION FOR LOAN LOSS 340191 340191 UNCOLLECTABLE PLEDGES 116200 116200 PROGRAM ADMINISTRATION 74558 74558 CONSULTING 48832 48832 WEBSITE SUPPORT 23549 17182 4281 2086 74008 45192 16381 12435 2310531 2058036 172213 80282 35 128 7376837 7357099 1363175 1726745 1178506 211234 19322568 21327915 33205 34634 94497 79384 25358 15113 29299684 30672868 90195 83228 1500000 1500000 5000 690384 1595195 2273612 X 22643806 22653070 5060683 5746186 27704489 28399256 29299684 30672868 X 0 1 1 X 0 X 2828620 702034 2432051 1405892 2691709 10060306 2828620 702034 2432051 1405892 2691709 10060306 16379 10043927 405274 588718 576148 358644 191945 2120729 12181035 208451 0.82460 0.77040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22946 22355 591 71551 57029 14522 15113 GRANTS PAYABLE 690384 690384 3005298 2310531 694767 0 694767 2889098 0 2889098 116200 116200 3005298 2194331 0 2194331 116200 116200 2310531 Part XII, Line 4b - Other Adjustments: ALLOWANCE FOR UNCOLLECTIBLE PLEDGE: 116200. Part XIII, Line 4b - Other Adjustments: ALLOWANCE FOR UNCOLLECTIBLE PLEDGE: 116200. LUNCHEON FUNDRAISER 34344 34344 12981 34344 34344 12981 12981 21363 1 COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW 204 Stierlin Road Mountain View CA 94043 941422465 501(C)(3) 12500 EMERGENCY HOMELESS PREVENTION ST JOSEPH'S FAMILY CENTER 7950-A Church Street GILROY CA 95020 030391775 501(C)(3) 12500 EMERGENCY HOMELESS PREVENTION SUNNYVALE COMMUNITY SERVICES 725 Kifer Road SUNNYVALE CA 94086 941713897 501(C)(3) 12500 EMERGENCY HOMELESS PREVENTION WEST VALLEY COMMUNITY SERVICES 10104 Vista Drive CUPERTINO CA 95014 942211685 501(C)(3) 100000 SAFETY NET CAPITAL IMPROVEMENT INNVISION 974 Willow Street SAN JOSE CA 95125 770033628 501(C)(3) 12500 EMERGENCY HOMELESS PREVENTION COMMUNITY CHILDCARE COUNCIL 2515 N 1st Street SAN JOSE CA 95131 942180243 501(C)(3) 12500 EMERGENCY HOMELESS PREVENTION COMMUNITY SOLUTIONS PO Box 546 Morgan Hill CA 95038 237351215 501(C)(3) 12500 EMERGENCY HOMELESS PREVENTION SILICON VALLEY INDEPENDENT LIVING CENTER 2306 Zanker Drive SAN JOSE CA 95131 942332246 501(C)(3) 12500 EMERGENCY HOMELESS PREVENTION CATHOLIC CHARITIES OF SANTA CLARA COUNTY 2625 Zanker Rd SAN JOSE CA 95134 942762269 501(C)(3) 12500 EMERGENCY HOMELESS PREVENTION NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE 234 East Gish Rd Suite 200 SAN JOSE CA 95112 942420708 501(C)(3) 12500 EMERGENCY HOMELESS PREVENTION SACRED HEART COMMUNITY SERVICES 1381 S First Street SAN JOSE CA 95110 237179787 501(C)(3) 12500 EMERGENCY HOMELESS PREVENTION MAITRI 234 East Gish Rd Suite 200 SAN JOSE CA 95112 943132087 501(C)(3) 6000 EMERGENCY HOMELESS PREVENTION WEST VALLEY COMMUNITY SERVICES 10104 Vista Drive CUPERTINO CA 95014 942211685 501(C)(3) 12500 EMERGENCY HOMELESS PREVENTION INNVISION 974 Willow Street SAN JOSE CA 95125 770033628 501(C)(3) 200000 SAFETY NET CAPITAL IMPROVEMENT CHARITIES HOUSING DEVELOPMENT 1400 PARKMOOR AVENUE SUITE 190 SAN JOSE CA 95126 770359848 501(C)(3) 136044 SAFETY NET CAPITAL IMPROVEMENT COMMUNITY SOLUTIONS PO Box 546 MORgan Hill CA 95038 237351215 501(C)(3) 54340 SAFETY NET CAPITAL IMPROVEMENT BILL WILSON CENTER PO BOX 210 A SANTA CLARA CA 95052 942221849 501(C)(3) 200000 SAFETY NET CAPITAL IMPROVEMENT 17 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The organization publishes initial grant guidelines and accepts applications from qualified organizations. The Program Committee reviews all grant applicants and approves the award of all grants. The recipient organization must report monthly the status of all grant funds received and the way in which these funds have been disbursed in accordance with the initial purpose. X X X 0 0 0 0 0 0 0 0 0 KEVIN ZWICK 130000 0 20000 0 0 0 0 0 13500 0 163500 0 0 0 Form 990, Part VI, Section A, line 2 CARL GUARDINO, BOARD MEMBER AND LESLEE GUARDINO, VICE CHAIRPERSON ARE HUSBAND AND WIFE. Form 990, Part VI, Section B, line 11 THE 990 IS REVIEWED AND APPROVED FOR FILING BY THE FINANCE COMMITTEE. THE ENTIRE BOARD RECEIVES A COPY OF THE FORM 990 PRIOR TO FILING IN SUFFICIENT TIME TO POSE ANY QUESTIONS OR GIVE COMMENTS. Form 990, Part VI, Section B, line 12c EACH BOARD MEMBER MUST COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. NEW BOARD MEMBERS OR THOSE BEING CONSIDERED ARE EVALUATED TO SEE IF THERE EXIST ANY CONFLICT OF INTEREST. EMPLOYEES MUST ALSO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. IF THE BOARD IS EVALUATING A BUSINESS DEALING WITH AN ENTITY THAT A BOARD MEMBER HAS SOME INVOLVEMENT, THE BOARD MEMBER RECUSES THEMSELVES FROM ALL DISCUSSION AND FROM VOTING. IN ADDITION THE BOARD MEMBER ALSO EXCUSED THEMSELVES FROM THE MEETING TO ALLOW OTHER MEMBERS TO DISCUSS THE DEAL CANDIDLY. Form 990, Part VI, Section B, line 15 THE PERSONNEL COMMITTEE RELIES UPON SALARY SURVEY DATA TO DETERMINE THE REASONABLENESS OF THE COMPENSATION OF THE EXECUTIVE DIRECTOR. Form 990, Part VI, Section C, line 19 The governing documents are available at the organization offices which are available for inspection Mon to Fri, 9am to 5pm. FORM 990, PART XI, LINE 2C THE COMMITTEE'S OVERSIGHT PROCESS OF THE AUDIT AND THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED. Form 990, Part V, Line 1c: During the tax year, the organization did not encounter any situations that would require backup withholding.