2023-09-25T09:32:02-05:00 2023-03-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2022-04-01 562173215 HOUSING COLLABORATIVE HOUS 7043348722 PO BOX 35305 CHARLOTTE NC 28202 TARA PEELE PRESIDENT AND CEO 7043348722 2023-09-21 1 TARA PEELE 999009999 0 JOHN NORMAN P01506766 7049985200 2023-09-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TARA PEELE 601 E 5TH ST STE 550 CHARLOTTE NC 28202 36832159 0 X WWW.HOUSINGCOLLAB.ORG X 1999 NC TO MAKE AFFORDABLE HOUSING EASIER TO NAVIGATE 11 11 58 14 0 0 79610516 34646174 2279017 802302 30 41 1386041 1383642 83275604 36832159 79142692 33895759 0 0 2162685 2139033 0 0 9911 752468 688954 82057845 36723746 1217759 108413 3657105 4408266 721837 1364585 2935268 3043681 X HOUSING COLLABORATIVE (FKA SOCIALSERVE) MAKES AFFORDABLE HOUSING EASIER TO NAVIGATE. WE HELP GATHER AND PROVIDE HOUSING INFORMATION, RECRUIT PROPERTY PROVIDERS TO PARTNER WITH HOUSING PROGRAMS, (CONTINUED ON SCHEDULE O) SUPPORT TENANTS IN APPLYING FOR HOUSING OR RESOURCES, COORDINATE HOUSING INSPECTIONS, AND MORE. 0 0 36381861 33895759 2185944 HOUSING COLLABORATIVE WAS FOUNDED IN 1999 WITH A GOAL TO FACILITATE ACCESS TO HOUSING VIA ONLINE- AND CALL CENTER-BASED HOUSING LOCATION SERVICES. WE HAVE LONG BEEN COMMITTED TO SECOND CHANCE EMPLOYMENT MANY OF OUR TEAM MEMBERS HAVE OVERCOME BARRIERS TO HOUSING AND EMPLOYMENT, AND THEY USE THEIR EXPERIENCE TO HELP OTHERS. OVER TIME, OUR HOUSING PLACEMENT AND RETENTION SERVICES HAVE EXPANDED THANKS TO OUR UNDERSTANDING OF AND RESPONSIVENESS TO THE NEEDS OF HOUSING AND SERVICES PROVIDERS AS WELL AS RESIDENTS. IN FY23 WE REBRANDED AND NARROWED OUR GEOGRAPHIC FOCUS TO PROVIDE MORE HANDS-ON HOUSING NAVIGATION SERVICES IN NORTH CAROLINA. OUR UPDATED MISSION IS TO MAKE AFFORDABLE HOUSING EASIER TO NAVIGATE. (CONTINUED ON SCHEDULE O) IN FY23, HOUSING COLLABORATIVE CONTINUED OUR PARTNERSHIP WITH DREAMKEY PARTNERS TO DISTRIBUTE RENT, UTILITY, AND HOTEL PAYMENT ASSISTANCE TO THOSE IMPACTED BY COVID-19, AND FURTHER EXPANDED OUR HOUSING PLACEMENT SERVICES TO SECURE HOUSING FOR PEOPLE EXPERIENCING HOMELESSNESS THROUGHOUT NORTH CAROLINA. -- APPROXIMATELY $30.2M IN IN DIRECT FINANCIAL ASSISTANCE WAS DISTRIBUTED TO SUPPORT HOUSING RETENTION FOR 5,135 HOUSEHOLDS IN PARTNERSHIP WITH DREAMKEY PARTNERS. -- THROUGH HOUSING COLLABORATIVE'S HOUSING PLACEMENT SERVICES, 267 HOUSEHOLDS FACING HOMELESSNESS SECURED PERMANENT HOUSING, INCLUDING 43 HOUSEHOLDS DISPLACED DUE TO PROPERTY SALES OR OTHER DISPLACEMENT EVENTS. -- 354 HOUSEHOLDS WERE ASSISTED WITH APPROXIMATELY $600K IN FIRST MONTH'S RENT AND SECURITY DEPOSITS THROUGH THE CITY OF CHARLOTTE-FUNDED DEPOSIT ASSISTANCE PROGRAM. -- $2.75M IN ASSISTANCE WAS PROVIDED TO HELP OVER 400 HOUSEHOLDS EXPERIENCING HOMELESSNESS TO ACCESS AND RETAIN HOUSING, INCLUDING ARREARS, APPLICATION FEES, RENTAL SUBSIDIES, AND HOUSING PROVIDER INCENTIVES.-- HOUSING COLLABORATIVE ESTABLISHED NEW PARTNERSHIPS WITH THE NC BALANCE OF STATE CONTINUUM OF CARE, NC COMMISSION OF INDIAN AFFAIRS, NC OFFICE OF RECOVERY AND RESILIENCY, AND NC COALITION TO END HOMELESSNESS TO EXPAND OUR HOUSING PLACEMENT, HOUSING-RELATED FINANCIAL ASSISTANCE, AND HOUSING INSPECTION SERVICES TO 80 COUNTIES BY THE END OF 2023. -- ELEVEN EMPLOYEES WERE PROMOTED. 36381861 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 407 0 58 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X ASCEND NONPROFIT SOLUTIONS 7049439525 601 E 5TH ST STE 450 CHARLOTTE NC 28202 LAKISHA JONES CHAIR 2.00 X X 0 0 0 KIM GRAHAM VICE CHAIR 2.00 X X 0 0 0 MARK ETHRIDGE SECRETARY 2.00 X X 0 0 0 JAY POTTER TREASURER 1.00 X X 0 0 0 ERIN BARBEE MEMBER 1.00 X 0 0 0 IVAN DIAZ-CAMPOS MEMBER 1.00 X 0 0 0 ALASSANE DIOUF MEMBER 1.00 X 0 0 0 MIRIAM ESPAILLAT MEMBER 1.00 X 0 0 0 LASHONDA HART MEMBER 1.00 X 0 0 0 CHRISTINA METHENEY MEMBER 1.00 X 0 0 0 KENN SHRADER MEMBER 1.00 X 0 0 0 ERIK ORTEGA MEMBER 1.00 X 0 0 0 BARBARA REIN MEMBER 1.00 X 0 0 0 KATIE SHORT MEMBER 1.00 X 0 0 0 TARA PEELE PRESIDENT AND CEO 40.00 X 146121 0 14629 146121 0 14629 1 0 1 0 0 2547186 894911 31204077 34646174 CONTRACTED SERVICES 541900 802302 802302 802302 41 41 MISCELLANEOUS REVENUE 900099 1383642 1383642 1383642 36832159 2185944 0 41 33895759 33895759 161922 147694 13659 569 1639519 1495458 138304 5757 26170 23870 2208 92 165243 150724 13939 580 146179 133335 12331 513 41763 24581 17091 91 110764 65193 45329 242 78626 46277 32177 172 76783 54952 21714 117 63401 61499 1268 634 7258 6844 379 35 9625 6888 2722 15 6124 4383 1732 9 51580 48776 2555 249 13373 9571 3782 20 OPERATING LEASE EXPENSE 147696 140370 6676 650 COST OF REVENUE 17246 16308 855 83 64715 49379 15253 83 36723746 36381861 331974 9911 1603491 1580991 143882 467848 1765568 1520324 27994 36736 294841 134950 91303 159891 24867 642476 3657105 4408266 176944 100170 544204 648878 689 615537 721837 1364585 X 0 0 0 0 2935268 3043681 2935268 3043681 3657105 4408266 108413 0 X 0 1 X 1 1 1 X 158656 679422 29748854 79610516 34646174 144843622 158656 679422 29748854 79610516 34646174 144843622 144843622 316 32 14 30 41 433 536 773961 1386041 1383642 3544180 148388235 26276512 0.97610 0.98080 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 536. 2020 AMOUNT: $ 773,961. 2021 AMOUNT: $ 1,386,041. 2022 AMOUNT: $ 1,383,642. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39021 9011 30010 255820 125939 129881 159891 SECURITY DEPOSIT 22312 RELATED PARTY RECEIVABLE 3739 MESH EXCHANGE 888 RIGHT OF USE ASSET - OPERATING 615537 642476 RIGHT OF USE LIABILITY 615537 615537 X 36987163 155004 155004 36832159 0 36832159 36878750 155004 155004 36723746 0 36723746 PART X, LINE 2: HOUSING COLLABORATIVE (FORMERLY SOCIALSERVE) IS A NORTH CAROLINA NONPROFIT CORPORATION AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE HOUSING COLLABORATIVE (FORMERLY SOCIALSERVE) IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. HOUSING COLLABORATIVE (FORMERLY SOCIALSERVE) FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX PROVISIONS. AS A RESULT OF THIS STANDARD, HOUSING COLLABORATIVE (FORMERLY SOCIALSERVE) HAS EVALUATED ITS TAX POSITION AND HAS DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF MARCH 31, 2023 OR 2022. 0 HOUSING ASSISTANCE TO HOUSEHOLDS 6199 33889223 X X X 0 0 0 0 0 0 0 0 0 TARA PEELE PRESIDENT AND CEO 146121 0 0 0 0 0 2928 0 11701 0 160750 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS ARTICLES OF INCORPORATION TO REFLECT THE NAME CHANGE OF THE ORGANIZATION FROM SOCIALSERVE TO HOUSING COLLABORATIVE. FORM 990, PART VI, SECTION B, LINE 11B THE INDEPENDENT PREPARER REVIEWED THE 990 WITH THE FINANCE COMMITTEE OF THE BOARD ON SEPTEMBER 8, 2023. THE FINANCE COMMITTEE APPROVED THE 990 FOR RECOMMENDATION TO THE FULL BOARD ON SEPTEMBER 20, 2023. FORM 990, PART VI, SECTION B, LINE 12C ANY ISSUES WITH THE CONFLICT OF INTEREST POLICY ARE DISCUSSED AT BOARD MEETINGS AND ADDRESSED BY MEMBERS USING LEGAL COUNSEL WHEN NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 IN ORDER TO DETERMINE COMPENSATION THE BOARD CONSULTS OTHER 990S AND PUBLIC INFORMATION FOR NOT-FOR-PROFIT ENTITIES. THE BOARD ALSO HISTORICALLY USES STUDIES AND SURVEYS THAT ARE PUBLIC. FORM 990, PART VI, SECTION C, LINE 19 THE COMPANY MAKES ITS DOCUMENTS (FORM 990, 1023, FINANCIALS, POLICIES, ETC) AVAILABLE TO THE PUBLIC. ITEMS ARE SHARED UPON REQUEST AND ON ITS WEBSITE AT HTTPS://HOUSINGCOLLAB.ORG/DONATE. FREQUENTLY CLIENTS OF HOUSING COLLABORATIVE REQUEST THESE ITEMS WITH GRANT AND RFP SUBMISSIONS.