2024-11-12T14:09:58-08:00 2023-12-31 811489821 HEALY AND ASSOCIATES 1200 CONCORD AVE STE 250 CONCORD CA 94520 990 2023-01-01 680183692 California Housing Partner Corporation CALI 4154336804 49 Stevenson Ste 500 San Francisco CA 94105 Matthew Schwartz President & CEO 2024-11-12 true true Suzanne R Healy P00533689 9256030800 2023 2024-10-15 13:58:12Z Matthew Schwartz 49 Stevenson Ste 500 San Francisco CA 94105 9027653 false X N/A X 1988 CA 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. 8 8 51 0 1392600 1180208 7271699 7636486 -382830 86907 982 124052 8282451 9027653 0 0 7023831 7906330 0 82410 876951 932097 7900782 8838427 381669 189226 6723072 8670028 595359 2231340 6127713 6438688 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. false false 7783130 7636486 The Partnership provided technical assistance to 22 of our public and private nonprofit organization partners on the construction and financing of 3,640 affordable and sustainable homes throughout California in 2023. We also trained more than 3,800 affordable housing professionals across California in 2023 through expansion of our online and in-person training programs. The Partnership's policy and research program provided technical assistance, training, and education related to the preservation and production of affordable housing in California. In 2023, these efforts included expanding our preservation efforts by examining naturally occurring affordable housing (NOAH) in California and the potential risks factors related to NOAH properties losing their affordability for low-income Californians. We continued to expanded use and outreach for our online research tools by updating the tools and providing trainings/webinars for various partner organizations. Lastly, we entered the second year of our university-level fellowship program geared towards improving access and mentoring opportunities for racial/ethnic minorities in the affordable housing policy and research field, having hosted eight fellows in the two years. The sustainable housing team implemented four major clean energy incentive programs, provided technical support to nonprofit housing providers to help them and the low-income residents they serve access clean energy funding resources, and advocated for increased funding to reduce greenhouse gas emissions in affordable housing throughout California. 7783130 true true false true false false false false false false true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 2 0 true 51 true false false false false false false false 0 false false false false false false false X 8 8 false false false false false false false true true false false true true true true true true true true false CA X Paul Jones 4154336804 49 Stevenson Ste 500 San Francisco CA 94105 Matthew Schwartz President & CEO 40.00 0.00 X 260900 0 38382 Richard Mandel Managing Dir. Financial Consulting 40.00 0.00 244875 0 38149 Paul Beesemyer Managing Dir. Financial Consulting 40.00 0.00 242616 0 22628 Laura Kobler Senior Dir. Financial Consulting 40.00 0.00 215634 0 37064 Diep Do Managing Dir. Financial Consulting 40.00 0.00 218024 0 33996 Margaret MCGraw-Scherer Senior Dir. Financial Consulting 40.00 0.00 201289 0 40260 David Kiddoo Senior Dir. Financial Consulting 40.00 0.00 206932 0 23039 Nicole Aispuro - Norori Senior Dir. Financial Consulting 40.00 0.00 190695 0 35637 Zorica Stancevic Senior Dir. Financial Consulting 40.00 0.00 191035 0 32806 Lauren Maddock Senior Dir. Financial Consulting 40.00 0.00 193479 0 27265 Mark Stivers Dir. of Legislative, Regulatory 40.00 0.00 186825 0 21549 Sherin Bennett Director Financial Consulting 40.00 0.00 183600 0 16610 Thai-An Ngo Senior Financial Consultant 40.00 0.00 160203 0 31703 Mengxin Zhou Senior Financial Consultant 40.00 0.00 169600 0 16228 Chad Horsford Assoc. Dir. Financial Consulting 40.00 0.00 166943 0 14707 Anthony Vega Managing Director - Research 40.00 0.00 175652 0 4143 Blanca De La Cruz Managing Dir. Sustainable Housing 40.00 0.00 153717 0 20251 Michelle E Culter Assoc. Dir. Financial Consulting 40.00 0.00 167300 0 3399 Aditya Potluri Senior Financial Consultant 40.00 0.00 153700 0 0 Jesse Ozanian Senior Financial Consultant 40.00 0.00 153572 0 0 Benjamin Creed Senior Financial Consultant 40.00 0.00 153553 0 0 Genise Choy Snr. Financial Con 40.00 0.00 144994 0 0 Amanda Isbell Managing Dir. Ops 40.00 0.00 139063 0 0 Daniel Rinzler Assoc. Research 40.00 0.00 137336 0 0 Jennifer Fleming Financial Consult 40.00 0.00 135000 0 0 Adriene Gemheart Snr. Financial Con 40.00 0.00 134276 0 0 Adhi Nagraj Board Chair 1.00 0.00 X X 0 0 0 Porsche Middleton Vice Chair 1.00 0.00 X X 0 0 0 Rebecca Foster Treasurer 1.00 0.00 X X 0 0 0 Sochiata Vutthy Secretary 1.00 0.00 X X 0 0 0 Nikki Beasley Board Member 1.00 0.00 X 0 0 0 Azalia Gmez-Camacho Board Member 1.00 0.00 X 0 0 0 Dave Rand Board Member 1.00 0.00 X 0 0 0 Gustavo Velaquez Board Member 1.00 0.00 X 0 0 0 4680813 457816 26 false true false 0 1180208 1180208 Professional consulting 541610 6493732 6493732 Technical assistance 541900 1142754 1142754 7636486 86907 86907 0 0 0 0 0 0 0 Other Income 900099 20727 20727 Subtlet rental income 900099 103325 103325 124052 9027653 7760538 86907 0 0 0 0 3990144 3576366 375073 38705 0 2453646 2199203 230643 23800 236127 211641 22196 2290 770874 690935 72462 7477 455539 408299 42821 4419 0 3478 3478 26750 26750 0 0 0 72300 63285 9015 0 100804 22832 76687 1285 117317 110009 6815 493 0 312546 279824 29661 3061 92916 62089 30827 0 92571 84900 7089 582 0 0 30677 27495 2884 298 21696 9252 12444 Membership and support 61042 37000 24042 0 8838427 7783130 972887 82410 862530 1703800 2470 2471 240000 220000 1424739 1555144 0 0 0 0 132323 52926 47953 31182 10563 16771 3274495 3308151 0 0 50950 27754 725002 1783011 6723072 8670028 339924 354856 744792 119802 255435 1011890 595359 2231340 X 5210213 5505772 917500 932916 6127713 6438688 6723072 8670028 189226 137001 -15252 X false true X true false X 787500 859000 1382815 1392600 1180208 5602123 5108330 6011029 6350433 7271699 7636486 32377977 0 0 0 5895830 6870029 7733248 8664299 8816694 37980100 425000 550000 550000 1000000 1440000 3965000 1090276 1416592 1411567 1578475 114446 5611356 1515276 1966592 1961567 2578475 1554446 9576356 28403744 241684 68193 65843 68509 86907 531136 0 241684 68193 65843 68509 86907 531136 0 6636 4816 1478 982 124052 137964 6144150 6943038 7800569 8733790 9027653 38649200 0.73490 0.53650 0.01370 0.01930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 3749 56438 60187 8778240 8838427 591921 147980 false 480818 529425 545039 591921 2147203 3220805 59015 53605 60187 172807 120205 132356 136260 147980 536801 805202 878 1182 532 3749 6341 47953 31182 16771 16771 Contract assets 784836 Other assets Right-of-use asset 964435 Security deposits 33740 1783011 Lease payable - current portion 115550 Lease payable - long-term portion 895303 Sublease deposits 1037 1011890 X 9149402 137001 -15252 121749 9027653 9027653 8838427 8838427 8838427 Part X : FIN48 Footnote The Internal Revenue Service and the California Franchise Tax Board have determined that the Organization is exempt from federal and state income taxes under IRC 501(c)(3) and California RTC 23701(d). The Organization has evaluated its current tax positions as of December 31, 2023 and is not aware of any significant uncertain tax positions for which a reserve would be necessary. X X X X false false false false false false false false false Aditya Potluri Senior Financial Consultant 153700 153700 Anthony Vega Managing Director - Research 175652 2103 2040 179795 Benjamin Creed Senior Financial Consultant 153553 153553 Blanca De La Cruz Managing Dir. Sustainable Housing 153717 9241 11010 173968 Chad Horsford Assoc. Dir. Financial Consulting 166943 5427 9280 181650 David Kiddoo Senior Dir. Financial Consulting 206932 7433 15606 229971 Diep Do Managing Dir. Financial Consulting 218024 8375 25621 252020 Jesse Ozanian Senior Financial Consultant 153572 153572 Laura Kobler Senior Dir. Financial Consulting 215634 10214 26850 252698 Lauren Maddock Senior Dir. Financial Consulting 193479 8055 19210 220744 Margaret MCGraw-Scherer Senior Dir. Financial Consulting 201289 10133 30127 241549 Mark Stivers Dir. of Legislative, Regulatory 186825 9249 12300 208374 Matthew Schwartz President & CEO 260900 10812 27570 299282 Mengxin Zhou Senior Financial Consultant 169600 7745 8483 185828 Michelle E Culter Assoc. Dir. Financial Consulting 167300 2898 501 170699 Nicole Aispuro - Norori Senior Dir. Financial Consulting 190695 8037 27600 226332 Paul Beesemyer Managing Dir. Financial Consulting 242616 10538 12090 265244 Richard Mandel Managing Dir. Financial Consulting 244875 10614 27535 283024 Sherin Bennett Director Financial Consulting 183600 7920 8690 200210 Thai-An Ngo Senior Financial Consultant 160203 4929 26774 191906 Zorica Stancevic Senior Dir. Financial Consulting 191035 8037 24769 223841 Form 990, Part VI, Section B, Line 11b The 990 is shared with the full Board of Directors prior to filing with the IRS. TheBoard Chair and Board Treasurer carefully review the document prior to filing, thenreport back to the full Board their review and approval of the return. Form 990, Part VI, Section B, Line 12c Board members are required by the Fair Political Practices Commission to fileconflict of interest forms (Form 700) annually. Form 990, Part VI, Section B, Line 15a CEO compensation is decided biannually by Board committee based on comparable 990data, salary surveys, and staff and partner feedback on CEO performance. Form 990, Part VI, Section B, Line 15b Compensation for officers and key employees is based on comparable 990 data andsalary surveys to determine appropriate salary ranges for each position. Form 990, Part VI, Section C, Line 19 Available upon written or verbal request.