Civic Intelligence

North Bay Housing Coalition

990 • Fiscal year 2012 • EIN 68-0299806

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 22, 2013

1436 Second Street 17894559
Siviq Scores

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

Liabilities / Assets

90th percentile

0.95x

Higher debt load relative to assets than 90% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

85th percentile

18%

Faster asset growth than 85% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$11,714,703

Up $1,810,346 (+18%) from 2011

Net Assets

Down

$617,565

Down $112,140 (-15%) from 2011

Liabilities

Up

$11,097,138

Up $1,922,486 (+21%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$492,013

Down $110,931 (-18%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0-$10MAssets 2011: $9,904,357Liabilities 2011: $9,174,652Net Assets 2011: $729,7052011Assets 2012: $11,714,703Liabilities 2012: $11,097,138Net Assets 2012: $617,5652012Assets 2013: $11,768,434Liabilities 2013: $11,252,366Net Assets 2013: $516,0682013Assets 2014: $14,556,428Liabilities 2014: $14,124,058Net Assets 2014: $432,3702014Assets 2015: $14,472,473Liabilities 2015: $14,161,621Net Assets 2015: $310,8522015Assets 2016: $17,523,892Liabilities 2016: $17,266,966Net Assets 2016: $256,9262016Assets 2017: $19,866,746Liabilities 2017: $19,705,509Net Assets 2017: $161,2372017Assets 2018: $20,125,711Liabilities 2018: $20,023,573Net Assets 2018: $102,1382018Assets 2020: $24,704,317Liabilities 2020: $24,617,674Net Assets 2020: $86,6432020Assets 2021: $23,564,369Liabilities 2021: $23,589,886Net Assets 2021: -$25,5172021Assets 2022: $22,228,400Liabilities 2022: $22,332,273Net Assets 2022: -$103,8732022Assets 2023: $22,530,619Liabilities 2023: $22,644,178Net Assets 2023: -$113,5592023Assets 2024: $23,463,652Liabilities 2024: $23,581,674Net Assets 2024: -$118,0222024

Highlighted filing

2012

Assets$11,714,703
Liabilities$11,097,138
Net Assets$617,565

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $602,9442011Expenses 2012: $492,0132012Revenue 2013: $285,866Expenses 2013: $387,363Net Income 2013: -$101,4972013Revenue 2014: $330,755Expenses 2014: $414,453Net Income 2014: -$83,6982014Revenue 2015: $470,887Expenses 2015: $592,405Net Income 2015: -$121,5182015Revenue 2016: $479,537Expenses 2016: $533,463Net Income 2016: -$53,9262016Revenue 2017: $479,879Expenses 2017: $575,568Net Income 2017: -$95,6892017Revenue 2018: $510,748Expenses 2018: $569,847Net Income 2018: -$59,0992018Revenue 2020: $799,655Expenses 2020: $782,769Net Income 2020: $16,8862020Revenue 2021: $709,765Expenses 2021: $821,925Net Income 2021: -$112,1602021Revenue 2022: $971,633Expenses 2022: $1,049,989Net Income 2022: -$78,3562022Revenue 2023: $1,269,784Expenses 2023: $1,285,640Net Income 2023: -$15,8562023Revenue 2024: $1,576,234Expenses 2024: $1,585,908Net Income 2024: -$9,6742024

Highlighted filing

2012

Revenue-
Expenses$492,013
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 22, 2013
Return Version
2012v2.0
Gross Receipts
$401,818
Mission and Program Overview

Mission

Increase affordable housing for individuals with developmental disabilities and their families. Manage a pooled special needs trust for benefit of Californians with disabilities.

Major Activities

Activity 2
Affordable Housing DevelopmentA.Capacity Building EffortsAffordable housing, by its very nature, is collaborative. Various groups (e.g., seniors, those with other disabilities) are interested in safe, decent, affordable housing. For this reason, the Coalition is involved in networking, publication of a newsletter, and maintenance of a website.Networking with Sister Agencies -- Part of this work is building and maintaining effective (and beneficial) working relationships with NBRC, public housing authorities, centers for independent living, and support service agencies like those represented in the Coalition. Some of this work has been keeping track of information of value to individuals, families, and the agencies that fund and provide services and supports. This work includes keeping abreast of payment standards, shared living arrangement possibilities, and whether one can sign up for Section 8 rental assistance. B.Rental Housing Options1)Affordable Housing Managed by Others. - NBHC has played a role in bringing into being affordable housing for adults with intellectual or other developmental disabilities. This began with Pecan Court (mid-1990s), and most recently involved Sereno Village in Vallejo. Funds for "buying down" and making affordable selected rental units in larger complexes has come from the California Department of Developmental Services (DDS), sometimes through the California Department of Housing and Community Development (HCD). Besides facilitating transactions between funders and non-profit housing development corporations (e.g., Burbank, Citizens), NBHC is expected to continue to play a role in assuring that units remain available for use by those the funds were intended to serve. This involves getting the word out quickly to NBRC and independent/supported living agencies, when a unit has become vacant.Persons served: 15Home Ownership by NBHC Manage home currently owned by NBHCPersons served: 14Increasing Use of Section 8 Home Choice Vouchers -- A major coup for the Coalition two years ago was partnering with the City of Napa Housing Authority to bring 30 new Section 8 Mainstream Vouchers to Napa County. These vouchers are not limited to individuals and families with developmental disabilities. The local public housing authority designated NBHC as the mechanism for receiving referrals from a variety of sources (human service agencies), and keeping a Mainstream Voucher waiting list. The City of Napa Housing Authority was the only public housing authority in the State of California to obtain an allocation of new Mainstream vouchers.Persons served: 33
Activity 3
PathfindingNBHC entered into a contract with North Bay Regional Center to achieve the following outcomes involving the Pathfinding services1. NBHC developed a registry and intake process that will provide basic housing information and enroll people in the NBHC database2. NBRC developed an assessment process whereby NBHC staff will meet with the individual and/or the family to assess housing needs, timelines, and barriers. This would involve discussions with the service coordinator as well3. NBHC identified all internal and external wail lists to make sure every person on the NBHC waitlist is on all appropriate lists4. NBHC assisted in housing search for housing with the individual and the family when they are ready. 5. NBHC continues to develop a Property Manager Network- this will include developing a relationship with property managers in the area that will call NBHC when there is availability6. NBHC acts as resource for reasonable modifications/accommodations assistance7. NBHC interviewed the local Housing Authority programs. This includes payment standards, shared living arrangement policies, and status, and managed Mainstream Voucher waiting list for Napa County8. NBHC acts as resource to locate generic resources to access security deposit money if needed9.NBHC provided educational "affordable housing 1010" workshops including workshops in Napa,Solano,and Sonoma Counties regardingSocial security benefitsoIHSSoSection 8oIncome and assetsoProperty and special needs trustsoDonating homesoTransitional housing for adults in post-secondary programsoTransitional housing planning10. NBHC disseminated information on affordable housing opportunities via website, newsletters, and transition fairs11. NBHC developed and nurtured existing collaborations and partnerships that are crucial to ensure that information is disseminating to people that need it. Collaborations that will be developed through this program include:oDay programsoSupported employment agenciesoNBRCoPost secondary school programsoNorth Bay Autism Regional Taskforce12.Acted as fiscal intermediary for five individuals
Filing and Contact Details

Filer

EIN
68-0299806
Raw XML AppendixShowing 400 of 510 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Activity2/Description0Affordable Housing DevelopmentA.Capacity Building EffortsAffordable housing, by its very nature, is collaborative. Various groups (e.g., seniors, those with other disabilities) are interested in safe, decent, affordable housing. For this reason, the Coalition is involved in networking, publication of a newsletter, and maintenance of a website.Networking with Sister Agencies -- Part of this work is building and maintaining effective (and beneficial) working relationships with NBRC, public housing authorities, centers for independent living, and support service agencies like those represented in the Coalition. Some of this work has been keeping track of information of value to individuals, families, and the agencies that fund and provide services and supports. This work includes keeping abreast of payment standards, shared living arrangement possibilities, and whether one can sign up for Section 8 rental assistance. B.Rental Housing Options1)Affordable Housing Managed by Others. - NBHC has played a role in bringing into being affordable housing for adults with intellectual or other developmental disabilities. This began with Pecan Court (mid-1990s), and most recently involved Sereno Village in Vallejo. Funds for "buying down" and making affordable selected rental units in larger complexes has come from the California Department of Developmental Services (DDS), sometimes through the California Department of Housing and Community Development (HCD). Besides facilitating transactions between funders and non-profit housing development corporations (e.g., Burbank, Citizens), NBHC is expected to continue to play a role in assuring that units remain available for use by those the funds were intended to serve. This involves getting the word out quickly to NBRC and independent/supported living agencies, when a unit has become vacant.Persons served: 15Home Ownership by NBHC Manage home currently owned by NBHCPersons served: 14Increasing Use of Section 8 Home Choice Vouchers -- A major coup for the Coalition two years ago was partnering with the City of Napa Housing Authority to bring 30 new Section 8 Mainstream Vouchers to Napa County. These vouchers are not limited to individuals and families with developmental disabilities. The local public housing authority designated NBHC as the mechanism for receiving referrals from a variety of sources (human service agencies), and keeping a Mainstream Voucher waiting list. The City of Napa Housing Authority was the only public housing authority in the State of California to obtain an allocation of new Mainstream vouchers.Persons served: 33
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IRS990/Description0The Golden State Pooled Trust (GSPT) was created by NBHC in 2004. Since its inception, it has grown to serve 204 beneficiaries in 2012 with a total trust corpus of $ 9,903,406.28 as of 12/31/12. It provides both reliable asset management and continued eligibility for government benefits such as: Supplemental Security Income (SSI), Medi-Cal, and In Home Support ServicesGSPT holds proceeds from a lawsuit or inheritance which is critical if:1.Sudden availability of funds will prevent a disabled individual from qualifying for essential public benefits.2.The award recipient requires ongoing care or advocacy for an extended period.3.The award will be exhausted quickly in order to meet medical expenses which would otherwise be payable by Medi-Cal, and the recipient has no other means of support to meet his or her needs. Pooled Special Needs Trusts are an effective management tool for litigation, unexpected inheritances or other types of proceeds when preservation of benefits is, or in the future, may be, essential to the well-being of the individual.Funds held in a properly drafted Pooled Special Needs Trust, such as the GSPT, will not count as a resource for purposes of qualifying for SSI, Medi-Cal or In Home Support Services (IHSS).It is very important to strike a balance between the need to maintain public benefits and the burden of the restrictions inherent in Special Needs Trusts. The chief restriction of a Special Needs Trust is that the disabled person (the "beneficiary" of the trust) loses control of the funds. Moreover, cash cannot be given directly to the beneficiary. Instead the Trustee must pay for the services and goods directly. The burdensomeness of these restrictions can be minimized with the use of trustees and advisors who are trained and experienced in managing Special Needs Trusts. Golden State Pooled Trust is an appropriate option that can protect the litigation proceeds in order to provide for the beneficiary's well-being, as well as provide reliable asset management and advocacy for the trust beneficiary. Persons served: 207Cumulative trust accounts corpus as of 12/31/12: $9,903,406.28
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IRS990/OtherExpensesCurrentYear0332858
IRS990/OtherExpenses/Description0Printing and Publications
IRS990/OtherExpenses/Description1Other operating expense
IRS990/OtherExpenses/Description2dues and memberships
IRS990/OtherExpenses/Description3telephone and internet
IRS990/OtherExpenses/ManagementAndGeneral0900
IRS990/OtherExpenses/ManagementAndGeneral1592
IRS990/OtherExpenses/ManagementAndGeneral2375
IRS990/OtherExpenses/ManagementAndGeneral36357
IRS990/OtherExpenses/ProgramServices02013
IRS990/OtherExpenses/ProgramServices14616
IRS990/OtherExpenses/ProgramServices25401
IRS990/OtherExpenses/ProgramServices31387
IRS990/OtherExpenses/Total02913
IRS990/OtherExpenses/Total15208
IRS990/OtherExpenses/Total25776
IRS990/OtherExpenses/Total37744
IRS990/OtherLiabilities/BOY08010860
IRS990/OtherLiabilities/EOY09906271
IRS990/OtherNotesLoansReceivableNet/EOY00
IRS990/OtherRevenueCurrentYear00
IRS990/OtherSalariesAndWages/ManagementAndGeneral012465
IRS990/OtherSalariesAndWages/ProgramServices049858
IRS990/OtherSalariesAndWages/Total062323
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY0198658
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY0176713
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/ManagementAndGeneral02181
IRS990/PayrollTaxes/ProgramServices08722
IRS990/PayrollTaxes/Total010903
IRS990/PensionPlanContributions/Total00
IRS990/PledgesAndGrantsReceivable/EOY00
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PrepaidExpensesDeferredCharges/BOY06961
IRS990/PrepaidExpensesDeferredCharges/EOY010069
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY0250949
IRS990/ProgramServiceRevenue/Description0Program fees
IRS990/ProgramServiceRevenue/Description1Other income
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IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0243809
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome17140
IRS990/ProgramServiceRevenue/TotalRevenueColumn0243809
IRS990/ProgramServiceRevenue/TotalRevenueColumn17140
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReceivablesFromDisqualPersons/EOY00
IRS990/ReceivablesFromOfficersEtc/EOY00
IRS990/ReconcilationPriorAdjustment0-21945
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IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0true
IRS990/ReportInvestOthSecurities0true
IRS990/ReportLandBldgEquip0true
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0true
IRS990/ReportProgRelInvest0false
IRS990/Revenue0187790
IRS990/RevenuesLessExpensesCY0-90195
IRS990/RevenuesLessExpensesPriorYear0105599
IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear0159155
IRS990/SalariesEtcPriorYear0187684
IRS990/SavingsAndTempCashInvestments/BOY0157570
IRS990/SavingsAndTempCashInvestments/EOY00
IRS990ScheduleA/AmountsSubstContributorsTotal00
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0149642
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year0369686
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years0282784
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years04450
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years01020
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0807582
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear01227
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IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years0192
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years0916
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IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/Total00
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
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IRS990ScheduleA/PublicSupportTotal1700807582
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear0149642
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year0369686
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years0282784
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years04450
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years01020
IRS990ScheduleA/Total170/Total0807582
IRS990ScheduleA/TotalSupport0812900
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990/ScheduleBRequired0false
IRS990ScheduleD/Buildings/BookValue01219143
IRS990ScheduleD/Buildings/Depreciation0181998
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis01401141
IRS990ScheduleD/Equipment/BookValue034961
IRS990ScheduleD/Equipment/Depreciation05129
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis040090
IRS990ScheduleD/ExpensesSubtotal0492013
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0Management of the Coalition considers the likelihood of changes by taxing authorities in its filed tax returns and recognizes a liability for or discloses potential significant changes if management believes it is more likely than not for a change to occur, including changes to the Coalitions status as a not-for-profit entity. Management believes the Coalition met the requirements to maintain its tax-exempt status and has no income subject to unrelated business income tax; therefore no provision for income taxes has been provided in these financial statements. The Coalitions tax returns for the past three years are subject to examination by tax authorities, and may change upon examination.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0Part X
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0Part X : FIN48 Footnote
IRS990ScheduleD/Land/BookValue0413390
IRS990ScheduleD/Land/OtherCostOrOtherBasis0413390
IRS990ScheduleD/LeaseholdImprovements/BookValue0-11112
IRS990ScheduleD/LeaseholdImprovements/Depreciation016651
IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis05539
IRS990ScheduleD/OtherLiabilities/Amount09906271
IRS990ScheduleD/OtherLiabilities/Description0Golden State Pooled Trust Obligations
IRS990ScheduleD/RevenueSubtotal0401818
IRS990ScheduleD/TotalExpensesPerForm9900492013
IRS990ScheduleD/TotalOfAmounts09906271
IRS990ScheduleD/TotalOfBookValueLandBuildings01656382
IRS990ScheduleD/TotalOfBookValueSecurities09906271
IRS990ScheduleD/TotalRevenuePerForm9900401818
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0492013

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