2023-07-24T14:13:54-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 1175 LOMBARDI AVENUE SUITE 200 GREEN BAY WI 54304 990 2022-01-01 391402851 NEIGHBORHOOD HOUSING SERVICES OF GREEN BAY INC NEIG 9204483075 437 S JACKSON STREET GREEN BAY WI 54301 NOEL HALVORSEN PRESIDENT/CEO 9204483075 2023-07-21 1 NOEL HALVORSEN XXX-XX-XXXX 0 BECKY MEYER P01246910 9204367800 2023-07-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NEIGHBORWORKS GREEN BAY NOEL HALVORSEN 437 S JACKSON STREET GREEN BAY WI 54301 4829575 0 X WWW.NWGREENBAY.ORG X 1982 WI NEIGHBORWORKS GREEN BAY SOLVES HOUSING CHALLENGES AND BUILDS STRONGER COMMUNITIES. 10 10 27 150 99041 0 1518161 1526539 2676564 2761075 -32243 114827 24527 3212 4187009 4405653 65186 313352 0 0 1243267 1405066 0 0 149773 2759996 3179063 4068449 4897481 118560 -491828 21312800 21152593 10634117 10968988 10678683 10183605 X NEIGHBORWORKS GREEN BAY SOLVES HOUSING CHALLENGES AND BUILDS STRONGER COMMUNITIES. WE ENVISION OURSELVES AS A SUSTAINABLE, RECOGNIZED LEADER IN COMMUNITY DEVELOPMENT, HOUSING REVITALIZATION, AND INNOVATIVE HOMEOWNERSHIP SOLUTIONS.WE SEEK TO BE FINANCIALLY STRONG, TO BUILD ON COMMUNITY ASSETS, TO MAKE GOOD DECISIONS, AND TO BE A HEALTHY ORGANIZATION. 0 0 2699607 2351955 REAL ESTATE MANAGEMENT:OBJECTIVES: NEIGHBORWORKS GREEN BAY ADDRESSES THE HOUSING NEEDS OF VERY LOW-INCOME HOUSEHOLDS AND SUPPORTS ITS CHARITABLE MISSION TO LOW INCOME POPULATIONS THROUGH THE OPERATION OF RENTAL HOUSING. THE ORGANIZATION OWNED AND OPERATED 250 UNITS OF RENTAL HOUSING AT THE END OF 2022. MANY UNITS WERE RENOVATED USING FEDERAL GRANTS (INCLUDING HOME, CDBG, AND NSP) OR THROUGH THE LOW- INCOME HOUSING TAX CREDIT (92 OF THESE SUBSIDIZED UNITS HAVE ACTIVE RESTRICTIONS REQUIRING OCCUPANCY BY LOW-INCOME HOUSEHOLDS). 151 UNITS ARE COVERED BY A HOUSING CHOICE VOUCHER (SECTION 8) PROJECT-BASED CONTRACT FOR OCCUPANCY BY HOUSEHOLDS WITH INCOMES AT OR BELOW 50% OF AREA MEDIAN INCOME (AMI).ACHIEVEMENTS: IN 2022 WE DID NOT PLACE ANY NEW RENTAL UNITS INTO SERVICE, BUT DID INVEST $230,000 OF THEIR OWN FUNDS BACK INTO THEIR OWNED RESIDENTIAL RENTAL PROPERTIES TO IMPROVE BUILDING SYSTEMS AND MAKE SIGNIFICANT INTERIOR IMPROVEMENTS TO RESIDENTIAL UNITS. WE ALSO TOOK A DUPLEX OFFLINE AT 420 S VAN BUREN WITH THE INTENT TO FULLY RENOVATE THE PROPERTY. THE RENOVATION IS BUDGETED TO COST APPROXIMATELY $125,000 AND WILL BE COMPLETED WITH ASSISTANCE FROM THE BRIDGES STUDENTS MENTIONED WITH THE REAL ESTATE DEVELOPMENT ACCOMPLISHMENTS BELOW. VOLUNTEERS: TWELVE VOLUNTEERS FORM AN ASSET MANAGEMENT TEAM THAT EXAMINES THIS LINE OF BUSINESS AND DEVELOPS PLANS AND POLICIES. IN 2022, THESE VOLUNTEERS (DRAWN FROM AMONG NEIGHBORHOOD RESIDENTS AND LOCAL BUSINESS PEOPLE PROVIDED APPROXIMATELY 84 HOURS OF SERVICE. 782428 313352 186451 COUNSELING & LENDINGOBJECTIVES: NEIGHBORWORKS GREEN BAY IS A HUD-CERTIFIED HOUSING COUNSELING AGENCY AND ADOPTER OF THE NATIONAL INDUSTRY STANDARDS FOR HOMEBUYER EDUCATION AND COUNSELING. WE PROVIDE COMPREHENSIVE PRE- AND POSTPURCHASE EDUCATION AND COUNSELING, FORECLOSURE MITIGATION COUNSELING, HOME EQUITY CONVERSION MORTGAGE (HECM) COUNSELING, AND FINANCIAL CAPABILITIES TRAINING AND COUNSELING. WE ASSIST HOMEBUYERS BY PROVIDING NO-INTEREST, DEFERRED PAYMENT SECOND MORTGAGE LOANS.ACHIEVEMENTS: IN 2022, WE SERVED 694 CLIENTS WITH EDUCATION AND COUNSELING SERVICES. 296 PROSPECTIVE BUYERS COMPLETED OUR HOMEBUYER EDUCATION CLASSES EITHER AT ONE OF OUR 14 IN-PERSON CLASSES OR ONLINE. 398 CLIENTS RECEIVED ONE-ON-ONE PRE-PURCHASE COUNSELING. 104 CLIENTS PURCHASED HOMES. 106 CLIENTS RECEIVED POST-PURCHASE COUNSELING (FORECLOSURE AND HECM). ALSO, WE BEGAN ADMINISTRATING A HOME IMPROVEMENT LOAN PROGRAM FOR LOW-INCOME HOMEOWNERS IN THE CITY OF GREEN BAY TO COMPLETE NEEDED REPAIRS AND FUNDED 15 OF THESE LOANS FOR A TOTAL OF $395,592 IN HOME REPAIRS . IN TOTAL, WE FACILITATED $17,950,999 OF COMMUNITY INVESTMENT THROUGH OUR CLIENTS' PURCHASES OF HOMES.VOLUNTEERS: TEN VOLUNTEERS FORM A COUNSELING AND LENDING COMMITTEE THAT EXAMINES THIS LINE OF BUSINESS AND DEVELOPS PLANS AND POLICIES. IN 2022, THESE VOLUNTEERS (DRAWN FROM AMONG NEIGHBORHOOD RESIDENTS AND LOCAL BUSINESS PEOPLE) PROVIDED APPROXIMATELY 62 HOURS OF SERVICE. 298571 44310 REAL ESTATE DEVELOPMENT:OBJECTIVES: NEIGHBORWORKS GREEN BAY ACQUIRES AND RENOVATES OR BUILDS HOMES FOR OWNER-OCCUPANCY IN GREEN BAY. WE DE-CONVERT MULTIFAMILY DWELLINGS BACK TO SINGLE FAMILY HOMES AND STIMULATE REINVESTMENT BY OTHERS WITH OUR NEW CONSTRUCTION PROJECTS. WE LOWER OVERALL NEIGHBORHOOD DENSITY, ELIMINATE BLIGHT, AND INCREASE ECONOMIC DIVERSITY. OUR PROJECTS COUNTER DECADES OF DISINVESTMENT AND EXTEND THE LIVES OF STRUCTURALLY SOUND HOMES. OUR WORK LOWERS ENERGY CONSUMPTION AND MAINTENANCE COSTS FOR RESIDENTS.ACHIEVEMENTS:NEIGHBORWORKS GREEN BAY SOLD THREE HOMES IN 2022. A SINGLE-FAMILY HOME WAS CONSTRUCTED AND SOLD TO OWNER OCCUPANTS USING FUNDING FROM THE ADOPT-A-HOME PROGRAM AT 331 S IRWIN AVENUE. IN 2022, THE ORGANIZATION BEGAN NEW CONSTRUCTION OF TWO SINGLE FAMILY PROJECTS AND REHAB OF 2-UNIT APARTMENT BUILDING USING A MIXTURE OF THEIR OWN FUNDS AND DONOR FUNDS. ALL IN PROGRESS PROJECTS ARE TO BE COMPLETED IN 2023. THE SINGLE FAMILY HOMES WILL BE SOLD TO OWNER-OCCUPANTS, WHILE THE 2-UNIT APARTMENT IS ALSO EXPECTED TO BE COMPLETED IN 2023 AND RENTED TO QUALIFIED LOW-INCOME RESIDENTS. CONSTRUCTION OF THE SINGLE FAMILY HOMES WILL BE COMPLETED IN PART BY STUDENTS PARTICIPATING IN THE BRIDGES PROGRAM, WHICH IS A PROGRAM RUN BY GREEN BAY AREA PUBLIC SCHOOLS WHERE STUDENTS PARTICIPATE IN ALL ASPECTS OF CONSTRUCTING A NEW HOME, LEARN SKILLS FOR TRADES AND EARN CREDIT FOR EDUCATION IN TRADES BEYOND HIGH SCHOOL. IN 2022, IN PARTNERSHIP WITH A TEN COUNTY CONSORTIUM, WE CONTINUED TO PROVIDE HOUSING QUALITY STANDARDS INSPECTIONS, HOME REPAIR SCOPE-WRITING, CONSTRUCTION PROJECT OVERSIGHT, AND ADDED LEAD TESTING, FOR AN OWNER OCCUPIED HOME REHABILITATION LOAN PROGRAM ADMINISTERED BY BROWN COUNTY. THE PROGRAM INVESTED $369,757 IN HOME REPAIRS LOANS FOR QUALIFIED HOMEOWNERS IN 2022. 370557 COMMUNITY BUILDING AND ENGAGEMENT:OBJECTIVES: NEIGHBORWORKS WORKS TO DEVELOP AND ENHANCE NEW AND EXISTING NEIGHBORHOOD ASSOCIATIONS THROUGHOUT NORTHEASTERN WISCONSIN THROUGH THE NEIGHBORHOOD PARTNERS PROGRAM BY ENGAGING NEIGHBORHOOD LEADERS TO FOSTER SOCIAL REVITALIZATION IN NEIGHBORHOODS. ACTIVITIES ALSO INCLUDE COLLABORATING WITH AND PROVIDING ADMINISTRATIVE SERVICES TO GREEN BAY NEIGHBORHOOD LEADERSHIP COUNCIL, LEADING COMMUNITY EVENTS AND VOLUNTEER DRIVEN ACTIVITIES SUCH AS GOOD NEIGHBOR WEEK, AND COLLABORATING WITH OTHER NONPROFIT ENTITIES ON RESIDENT LEADERSHIP, BEAUTIFICATION PROJECTS AND LOCAL HOUSING NEEDS.ACHIEVEMENTS: NEIGHBORWORKS GREEN BAY COORDINATED NEIGHBORWORKS WEEK AND GOOD NEIGHBOR WEEK IN 2022 WHICH COMPLETED HOME REPAIR AND MAINTENANCE TASKS FOR ELDERLY, DISABLED OR LOW INCOME HOMEOWNERS. VOLUNTEERS CONTRIBUTED 476 HOURS TO THIS EFFORT AND COMPLETED 12 PROJECTS IN 2022. OUR NEIGHBORHOOD SUPPORT TEAM SUPPORTED NORTHEAST WISCONSIN NEIGHBORHOOD ASSOCIATIONS THROUGHOUT 2022 WITH THE FOLLOWING SUCCESSES: SEVERAL FRONT PORCH MUSIC FESTIVALS WERE HELD IN APPLETON AND MENASHA NEIGHBORHOODS, 23 MINI-GRANTS WERE AWARDED TO RESIDENT LED NEIGHBORHOOD ASSOCIATIONS FOR VARIOUS COMMUNITY PROJECTS, COURSES WERE RUN BY SEVERAL ASSOCIATIONS TO EDUCATE OLDER ADULTS ON THE USE OF COMMUNICATION TECHNOLOGIES TO HELP WITH SOCIAL INTERACTION AND SUPPORT, AND MUCH MORE. VOLUNTEERS: SEVEN VOLUNTEERS FORM A MARKETING COMMITTEE THAT EXAMINES OUR CURRENT MARKETING ACTIVITIES AND DEVELOPS MARKETING PLANS AND PROCEDURES. ADDITIONALLY AN EVENTS AND CULTURE COMMITTEE WAS FORMED IN 2022 THAT SUPPORTS THE PLANNING AND ADMINISTRATION OF THE ORGANIZATION'S MANY PUBLIC AND OR VOLUNTEER EVENTS. IN 2022, THESE VOLUNTEERS (DRAWN FROM AMONG NEIGHBORHOOD RESIDENTS AND LOCAL BUSINESS PEOPLE) PROVIDED APPROXIMATELY 69 HOURS OF SERVICE. 370557 4151163 1 1 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 23 0 27 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X ALEX MUELLER 9205933705 437 S JACKSON STREET GREEN BAY WI 54301 CHRISTOPHER BOLAND CHAIRPERSON OF THE BOARD 1.00 X X 0 0 0 PAUL GRALL FORMER BOARD MEMBER 1.00 X 0 0 0 EMILY JACOBSON VICE-CHAIRPERSON 1.00 X X 0 0 0 JUSTIN SPRINGER FORMER BOARD MEMBER 1.00 X 0 0 0 GAIL ENKE SECRETARY 1.00 X X 0 0 0 VALERIE GEORGE BOARD MEMBER 1.00 X 0 0 0 JARED TETZNER FORMER BOARD MEMBER 1.00 X 0 0 0 RASHAD COBB PAST PRESIDENT 1.00 X X 0 0 0 ERIC ERDMAN BOARD MEMBER & COMPLIANCE OFFICER 1.00 X 0 0 0 MATT BUCHANAN BOARD MEMBER 1.00 X 0 0 0 TANYA WESTMORELAND BOARD MEMBER 1.00 X 0 0 0 COLLIN MARSHALL TREASURER 1.00 X X 0 0 0 RACHEL MAES BOARD MEMBER 1.00 X 0 0 0 NOEL HALVORSEN PRESIDENT/CEO 40.00 X 144285 0 7222 ALEX MUELLER CHIEF FINANCIAL OFFICER 40.00 X 100531 0 5443 244816 0 12665 2 0 1 0 ANDREW OVEREEM DBA AIM ROOFING 3671 HALLERS CREEK ROAD SUAMICO WI 54313 ROOFING 104575 1 821239 705300 166939 1526539 RENTAL INCOME 531110 2530314 2351955 99041 79318 PROGRAM AND FEE INCOME 611710 114663 114663 HBE & LENDING FEE INCO 611710 71788 71788 INSPECTION AND LEAD TE 611710 44310 44310 2761075 1589 1589 537160 423922 113238 113238 113238 MISCELLANEOUS INCOME 900099 3212 3212 3212 4405653 2582716 99041 197357 313352 313352 257481 94962 137218 25301 866930 622957 169455 74518 39677 34173 3404 2100 157118 116643 30538 9937 83860 53315 22966 7579 385622 385622 12074 9906 1724 444 40834 33502 5830 1502 104316 85585 14893 3838 44314 36020 4475 3819 53779 35880 12677 5222 61039 40724 14388 5927 1141301 1124686 11871 4744 4844 4481 190 173 23891 22098 938 855 305118 303677 1029 412 792458 710342 81267 849 134411 120673 11185 2553 BAD DEBT 71497 71497 LEAD TESTING 3565 2565 1000 4897481 4151163 596545 149773 X 1338925 987273 444503 534945 362064 253581 67143 67411 12366 13907 25749146 9369153 16123115 16379993 2929684 2915483 35000 0 21312800 21152593 167063 227284 119069 113914 125045 126531 113456 10109484 10501259 10634117 10968988 X 8336171 7985101 2342512 2198504 10678683 10183605 21312800 21152593 X -491828 -3250 X 0 1 X 1 0 X 1288528 1522224 1626172 1518161 1425851 7380936 1288528 1522224 1626172 1518161 1425851 7380936 7380936 318 1483 607 78223 80907 161538 3201 22218 25282 50701 151263 171661 20647 24527 3213 371311 7964486 11904609 0.92670 0.68060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 151,263. 2019 AMOUNT: $ 171,661. 2020 AMOUNT: $ 20,647. 2021 AMOUNT: $ 24,527. 2022 AMOUNT: $ 3,213. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 2543398 2543398 22577601 9024425 13553176 628147 344728 283419 16379993 LOAN RECEIVABLE 2915483 C 2915483 PART IV, LINE 2B: THE AMOUNT REFLECTED ON PAGE 11, PART X, LINE 21 IS THE AMOUNT OF TENANT SECURITY DEPOSITS. 1 HOME IMPROVEMENT LOANS 19 259852 DOWNPAYMENT AND CLOSING COST ASSISTANCE 4 53500 PART I, LINE 2: THE ORGANIZATION ADHERES TO THE AGREEMENT FOR EACH GRANT SOURCE. INTERNAL FORMS AND PROCEDURES HAVE BEEN SET UP TO ASSURE THAT THE INITIAL GRANT ASSISTANCE TO INDIVIDUALS IS PROPER, AND ANNUALLY VERIFIES THE INDIVIDUAL'S CONTINUED COMPLIANCE WITH THE REQUIREMENTS OF THE PROGRAM. IN ADDITION TO THE ORGANIZATION'S ANNUAL INDEPENDENT AUDIT, IT IS ALSO SUBJECT TO MONITORING BY LOCAL, STATE AND FEDERAL GRANTORS TO ENSURE COMPLIANCE. X X 0 0 0 0 0 0 0 0 0 NOEL HALVORSEN PRESIDENT/CEO 144285 0 0 0 0 0 7222 0 0 0 151507 0 0 0 PART I, LINE 3 CHIEF EXECUTIVE OFFICER COMPENSATION IS REVIEWED AND DETERMINED BY THE BOARD'S EXECUTIVE COMMITTEE USING COMPARABILITY DATA FROM OTHER NEIGHBORWORKS AMERICA ORGANIZATIONS AND COMPARATIVE DATA FROM LOCAL AND REGIONAL GROUPS. X 2 26500 SIMILAR ASSESSED VALUE X PROMISES TO GIVE, ACCOUNTS RECEIVABLE, AND PP&E 1 98590 NBV X BUILDING IMPROVEMENTS, MATERIALS AND LABOR 1 41504 FMV X SUPPLIES 1 345 FMV 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 RESIDENTS AND BUSINESS OWNERS OPERATING WITHIN OUR LENDING AREA ARE ELGIBLE MEMBERS OF THE CORPORATION. MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A ELECTIONS FOR DIRECTORS ARE HELD AT ANNUAL MEETING OF THE CORPORATION WHERE MEMBERS OF THE CORPORATION NOMINATE AND VOTE FOR THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B ELECTIONS FOR DIRECTORS ARE HELD AT ANNUAL MEETING OF THE CORPORATION WHERE MEMBERS OF THE CORPORATION NOMINATE AND VOTE FOR THE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS EMAILED TO NEIGHBORWORKS GREEN BAY PRIOR TO BEING FILED. THE CFO REVIEWS THE 990 AND FORWARDS IT TO THE APPROPRIATE BOARD AND COMMITTEE MEMBERS FOR REVIEW AND COMMENTS. UPON ACCEPTANCE BY THE BOARD, THE 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE COMPANY HAS A BOARD DESIGNATED COMPLIANCE OFFICER IN PLACE TO REVIEW AND MONITOR POLICIES. FORM 990, PART VI, SECTION B, LINE 15 CHIEF EXECUTIVE OFFICER COMPENSATION IS REVIEWED AND DETERMINED BY THE BOARD'S EXECUTIVE COMMITTEE USING COMPARABILITY DATA FROM OTHER NEIGHBORWORKS AMERICA ORGANIZATIONS AND COMPARATIVE DATA FROM LOCAL AND REGIONAL GROUPS. COMPENSATION FOR ALL EMPLOYEES (INCLUDING KEY EMPLOYEES) IS REVIEWED AND DETERMINED BY THE CHIEF EXECUTIVE OFFICER USING COMPARABILITY DATA FROM OTHER NEIGHBORWORKS AMERICA ORGANIZATIONS AND COMPARATIVE DATA FROM LOCAL AND REGIONAL GROUPS. OVERALL SALARY EXPECTATIONS ARE BOUND BY THE ANNUAL BUDGET APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ARE ALSO INCLUDED IN OUR ANNUAL REPORT WHICH IS AVAILABLE ON OUR WEBSITE. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE -3,250. URBAN PARTNERSHIP COMMUNITY DEVELOPMENT CORPORATION 437 S JACKSON STREET GREEN BAY WI 54301 392006228 CREATE AN INDOOR MODEL OF AGRICULTURAL INNOVATION WI 501(C)(3) LINE 7 NEIGHBORHOOD HOUSING SERVICES OF GREEN BAY INC 0 WORKFORCE HOUSING LENDING CORPORATION 222 N 3RD AVE STURGEON BAY WI 54235 874624665 INCREASE AVAILABILITY OF AFFORDABLE WORKFORCE HOUSING WI 501(C)(3) LINE 12A, I NEIGHBORHOOD HOUSING SERVICES OF GREEN BAY INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 URBAN PARTNERSHIP COMMUNITY DEVELOPMENT CORPORATION S 100687 NET ASSETS AND LIABILTIES