Civic Intelligence

California Housing Partnership Corporation

990 • Fiscal year 2017 • EIN 68-0183692

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 23, 2018

Organization Profilewww.chpc.net

View Organization Page

369 Pine Street Ste 300San Francisco, CA 94104

(415) 433-6804

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

42nd percentile

0.05x

Higher debt load relative to assets than 42% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

36th percentile

0.05x

Higher debt load relative to revenue than 36% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

52nd percentile

3.6%

Higher net margin than 52% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$225,863

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

49th percentile

2.8%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-5.5%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$3,714,356

Up $100,247 (+2.8%) from 2016

Net Assets

Up

$3,521,222

Up $224,575 (+6.8%) from 2016

Liabilities

Down

$193,134

Down $124,328 (-39%) from 2016

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin52nd percentile

Revenue

Down

$4,040,514

Down $235,061 (-5.5%) from 2016

Expenses

Up

$3,893,035

Up $96,871 (+2.6%) from 2016

Net Income

Down

$147,479

Down $331,932 (-69%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2010: $1,434,274Liabilities 2010: $123,306Net Assets 2010: $1,310,9682010Assets 2011: $1,653,070Liabilities 2011: $151,038Net Assets 2011: $1,502,0322011Assets 2012: $1,784,960Liabilities 2012: $237,650Net Assets 2012: $1,547,3102012Assets 2013: $2,287,109Liabilities 2013: $160,007Net Assets 2013: $2,127,1022013Assets 2014: $2,281,471Liabilities 2014: $134,798Net Assets 2014: $2,146,6732014Assets 2015: $2,922,163Liabilities 2015: $138,776Net Assets 2015: $2,783,3872015Assets 2016: $3,614,109Liabilities 2016: $317,462Net Assets 2016: $3,296,6472016Assets 2017: $3,714,356Liabilities 2017: $193,134Net Assets 2017: $3,521,2222017Assets 2018: $4,402,404Liabilities 2018: $315,922Net Assets 2018: $4,086,4822018Assets 2019: $4,995,926Liabilities 2019: $295,839Net Assets 2019: $4,700,0872019Assets 2020: $6,339,325Liabilities 2020: $1,014,763Net Assets 2020: $5,324,5622020Assets 2021: $6,145,740Liabilities 2021: $399,696Net Assets 2021: $5,746,0442021Assets 2022: $6,723,072Liabilities 2022: $595,359Net Assets 2022: $6,127,7132022Assets 2023: $8,670,028Liabilities 2023: $2,231,340Net Assets 2023: $6,438,6882023Assets 2024: $9,307,627Liabilities 2024: $1,640,861Net Assets 2024: $7,666,7662024

Highlighted filing

2017

Assets$3,714,356
Liabilities$193,134
Net Assets$3,521,222
Open 2017 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,667,6502010Expenses 2011: $1,814,3212011Expenses 2012: $2,176,5102012Revenue 2013: $3,129,146Expenses 2013: $2,533,592Net Income 2013: $595,5542013Revenue 2014: $2,994,445Expenses 2014: $3,000,686Net Income 2014: -$6,2412014Revenue 2015: $3,699,956Expenses 2015: $3,059,849Net Income 2015: $640,1072015Revenue 2016: $4,275,575Expenses 2016: $3,796,164Net Income 2016: $479,4112016Revenue 2017: $4,040,514Expenses 2017: $3,893,035Net Income 2017: $147,4792017Revenue 2018: $5,123,803Expenses 2018: $4,523,826Net Income 2018: $599,9772018Revenue 2019: $6,023,756Expenses 2019: $5,410,151Net Income 2019: $613,6052019Revenue 2020: $7,240,840Expenses 2020: $6,616,365Net Income 2020: $624,4752020Revenue 2021: $7,852,456Expenses 2021: $7,588,490Net Income 2021: $263,9662021Revenue 2022: $8,282,451Expenses 2022: $7,900,782Net Income 2022: $381,6692022Revenue 2023: $9,027,653Expenses 2023: $8,838,427Net Income 2023: $189,2262023Revenue 2024: $10,788,934Expenses 2024: $9,610,994Net Income 2024: $1,177,9402024

Highlighted filing

2017

Revenue$4,040,514
Expenses$3,893,035
Net Income$147,479
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 23, 2018
Return Version
2017v2.2
Gross Receipts
$4,198,972
Mission and Program Overview

Mission

The California Housing Partnership Corporation creates and preserves affordable and sustainable homes for Californians with low incomes by providing expert financial and policy solutions to nonprofit and public partners.

The California Housing Partnership Corporation (CHPC) assists nonprofit and government housing agencies to create and preserve housing affordable to lower-income households, while providing leadership on housing policy and funding.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,318,437$2,605,186▲ $286,749
Accounts Receivable$415,719$483,217▲ $67,498
Cash and Non-Interest-Bearing Accounts$738,064$431,714▼ $306,350
Savings and Temporary Cash Investments$27,651$55,848▲ $28,197
Prepaid Expenses and Deferred Charges$46,959$53,209▲ $6,250
Pledges and Grants Receivable$50,000$50,000→ $0
Land, Buildings, and Equipment, Net$10,981$10,689▼ $292
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,614,109$3,714,356▲ $100,247
Other Assets Total$6,298$24,493▲ $18,195
Liabilities
Accounts Payable and Accrued Expenses$317,462$193,134▼ $124,328
Total Liabilities$317,462$193,134▼ $124,328
Net Assets / Fund Balance
Unrestricted Net Assets$3,120,813$3,358,722▲ $237,909
Temporarily Rstr Net Assets$175,834$162,500▼ $13,334
Total Net Assets Fund Balance$3,296,647$3,521,222▲ $224,575
Total Liabilities and Net Assets / Fund Balance$3,614,109$3,714,356▲ $100,247

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,583$16,421$24,004
Equipment$3,106$13,816$16,922
Leasehold Improvements-$12,916$12,916
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew SchwartzPresident & CEOFT$185,000$40,863$225,863
Richard MandelDirector, Financial ConsultingFT$177,160$32,998$210,158
Paul BeesmeyerDirector, So. Calif.FT$176,933$30,328$207,261
Laura KoblerDirectorFT$164,800$40,960$205,760
Gregory ChinSr Housing Fin CONFT$150,050$43,779$193,829
Diep DoDep Director San DiegoFT$146,260$34,439$180,699
David DologiteSr Housing Fin CONFT$139,050$32,530$171,580
Dave KiddooSr Housing Fin CONFT$124,699$31,538$156,237

Board Members and Trustees

NameTitle
Phil RitterBoard Chair
Elizabeth MorrisVice Chair
Adhi NagrajBoard Member
Ben MetcalfBoard Member
Felicia Scruggs-WrightBoard Member
Simonne RuffBoard Member
Tim OnderkoSecretary
Eric KawamuraTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$577,495
Program Service Revenue
$3,410,890
Investment Income
$44,279
Other Revenue
$7,850
All Other Contributions
$577,495
Change in Net Assets
$147,479

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,031,098
Revenue Not Reported on Financial Statements
$9,416
Revenue Not Reported on Form 990
$77,096
Total Revenue per Audited Statements
$4,108,194
Total Revenue per Form 990
$4,040,514
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,299,330
Other Expenses$593,705
Total Fundraising Expense$23,265
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,956,083$136,122$7,729$2,099,934
Current Officers, Directors, Trustees, and Key Employees$528,092$106,155$9,035$643,282
Other Employee Benefits$271,056$17,981$1,044$290,081
Payroll Taxes$179,003$16,762$1,142$196,907
Occupancy$151,545$13,134$1,593$166,272
Office Expenses$81,866$8,842$682$91,390
Pension Plan Contributions$65,093$3,845$188$69,126
Other Expenses$61,565$5,876$677$68,118
Travel$56,365$5,067$381$61,813
Fees for Services Other$45,353$2,139-$47,492
Conferences and Meetings$33,279$3,123$298$36,700
Information Technology$31,248$2,652$291$34,191
Insurance$24,017$9,941$151$34,109
Fees for Services Accounting-$32,908-$32,908
Fees for Service Investment Mgmnt Fees-$9,416-$9,416
Fees for Services Legal-$4,127-$4,127
Advertising$3,619$391$23$4,033
Depreciation Depletion$2,854$251$31$3,136
Total Functional Expenses$3,491,038$378,732$23,265$3,893,035

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,893,035
Expenses per Audited Statements$3,883,619
Total Expenses per Audited Statements$3,883,619
Expenses Not Reported on Financial Statements$9,416
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 is reviewed by the President, the Board Chair, and the Board Treasurer at the time of signing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Review of annual Forms 700 as provided to the Fair Political Practices Commission”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The compensation of the President is done by the independent board of directors in a closed session. The organization provides a 360 degree feedback program that includes assessments from external stakeholders including clients and partners. The board receives these external evaluations of the president. All other employees provide the President with an extensive self-evaluation that are then used by him as the basis for in-person annual reviews. Salaries are determined according to board of directors guidelines after reviewing the summaries of both these internal and external evaluations, as well as salary surveys collected from 990s of comparable organizations.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Key employees undergo a 360-review process that includes reviews by their peers, supervisees, the President, and external reviewers. The President uses the results of those evaluations to determine compensation for key employees.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon written request.”

Filing and Contact Details

Filer

Filer Name
California Housing Partnership
EIN
68-0183692
Phone
4154336804
Address
369 Pine Street Ste 300, San Francisco, CA 94104

Signing Officer

Name
Matthew Schwartz
Title
President & CEO
Signed
2018-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Schwartz
Formed
1988
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
25

Preparer

Firm
Crosby & Kaneda CPAs LLP
Address
1970 Broadway STE 930, Oakland, CA 94612
Preparer
Adele Kaneda
Phone
5108352727
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization has evaluated its current tax positions as of December 31, 2017 and is not aware of any significant uncertain tax positions for which a reserve would be necessary.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director, So. Calif.
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director, Financial Consulting
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Sr Housing Fin Con
IRS990/Form990PartVIISectionAGrp/TitleTxt13Dep Dir San Diego
IRS990/Form990PartVIISectionAGrp/TitleTxt14Sr Housing Fin Con
IRS990/Form990PartVIISectionAGrp/TitleTxt15Sr Housing Fin Con
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IRS990/ProgSrvcAccomActy2Grp/Desc0CHPC's GREEN Affordable Housing Preservation and Production Program provided technical assistance, training, advocacy support, research and education on the preservation and production of affordable housing in California. In 2017, our program efforts focused primarly on increasing awareness of the impacts of the shortage of affordable housing and on increasing resources for the developers of affordable housing to improve the energy efficiency and overall longevity of their existing developments. We also advocated strongly for increased state and federal financial support of affordable housing in California.
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,714,356
Liabilities
$193,134
Net assets
$3,521,222
Revenue
$4,040,514
Expenses
$3,893,035
Net income
$147,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.31$1.64$7.67$10.8$9.61$1.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.67$2.23$6.44$9.03$8.84$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.72$0.60$6.13$8.28$7.90$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.15$0.40$5.75$7.85$7.59$0.26
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.34$1.01$5.32$7.24$6.62$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.00$0.30$4.70$6.02$5.41$0.61
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.40$0.32$4.09$5.12$4.52$0.60
2017Detailed filing. Detailed filing data is available for this year.$3.71$0.19$3.52$4.04$3.89$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.32$3.30$4.28$3.80$0.48
2015Detailed filing. Detailed filing data is available for this year.$2.92$0.14$2.78$3.70$3.06$0.64
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.13$2.15$2.99$3.00$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.29$0.16$2.13$3.13$2.53$0.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.24$1.55$2.18
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.15$1.50$1.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.12$1.31$1.67