2025-08-06T13:25:29-05:00 2024-12-31 465577902 RICHARDSON & COMPANY LLP 550 HOWE AVENUE SUITE 210 SACRAMENTO CA 95825 990 2024-01-01 680133565 HOUSING CALIFORNIA INC HOUS 9164470503 1107 9TH STREET SUITE 560 SACRAMENTO CA 95814 CHIONE LUCINA MUNOZ FLEGAL EXECUTIVE DIRECTOR 9164470503 2025-06-18 1 0 CURT JENSON P01208626 9165648727 2025-06-13 2024 2025-03-06 01:10:19Z CHIONE LUCINA MUNOZ FLEGA 1107 9TH STREET SUITE 560 SACRAMENTO CA 95814 4191960 0 X WWW.HOUSINGCA.ORG X 1988 CA THE ORGANIZATION IS BASED IN SACRAMENTO, CALIFORNIA, AND BRINGS TOGETHER A DIVERSE, CROSS-SECTOR NETWORK TO PREVENT AND END HOMELESSNESS, INCREASE THE SUPPLY OF SAFE, STABLE, AFFORDABLE HOMES, AND REVERSE THE LEGACY OF RACIAL AND ECONOMIC INJUSTICE WORKING TO CREATE A CALIFORNIA WITH HOMES, HEALTH, AND PROSPERITY FOR ALL IN THRIVING, SUSTAINABLE COMMUNITIES.HOUSING CALIFORNIA WORKS TO: SHAPE THE NARRATIVE ON HOMELESSNESS AND HOUSINGAFFORDABILITY TO SPEAK WITH A SHARED VOICE AND VISION; BUILD AND SHIFT POWER BY CULTIVATING, CONNECTING, AND LEADING STATEWIDE, CROSS-SECTOR COALITIONS AND GRASSROOTS NETWORKS THAT CENTER PEOPLE WITH LIVED EXPERTISE OF HOUSING INSTABILITY, TO ADVANCE SHARED PRIORITIES AND CHANGE THE BALANCE OF POWER; AND DRIVE TRANSFORMATIVE, EQUITABLE POLICY CHANGE THAT BUILDS AFFORDABLE HOMES, PROTECTS LOW-INCOME RENTERS, ENDS HOMELESSNESS, AND ADVANCES RACIAL EQUITY AND ECONOMIC INCLUSION. 15 15 21 139 0 0 6014742 3098590 759736 915142 90911 175998 0 0 6865389 4189730 555000 12998 0 0 1605257 1743181 0 0 4687 2044698 2285691 4204955 4041870 2660434 147860 7497778 7356138 825500 556350 6672278 6799788 X THE ORGANIZATION IS BASED IN SACRAMENTO, CALIFORNIA, AND BRINGS TOGETHER A DIVERSE, CROSS-SECTOR NETWORK TO PREVENT AND END HOMELESSNESS, INCREASE THE SUPPLY OF SAFE, STABLE, AFFORDABLE HOMES, AND REVERSE THE LEGACY OF RACIAL AND ECONOMIC INJUSTICE WORKING TO CREATE A CALIFORNIA WITH HOMES, HEALTH, AND PROSPERITY FOR ALL IN THRIVING, SUSTAINABLE COMMUNITIES.HOUSING CALIFORNIA WORKS TO: SHAPE THE NARRATIVE ON HOMELESSNESS AND HOUSINGAFFORDABILITY TO SPEAK WITH A SHARED VOICE AND VISION; BUILD AND SHIFT POWER BY CULTIVATING, CONNECTING, AND LEADING STATEWIDE, CROSS-SECTOR COALITIONS AND GRASSROOTS NETWORKS THAT CENTER PEOPLE WITH LIVED EXPERTISE OF HOUSING INSTABILITY, TO ADVANCE SHARED PRIORITIES AND CHANGE THE BALANCE OF POWER; AND DRIVE TRANSFORMATIVE, EQUITABLE POLICY CHANGE THAT BUILDS AFFORDABLE HOMES, PROTECTS LOW-INCOME RENTERS, ENDS HOMELESSNESS, AND ADVANCES RACIAL EQUITY AND ECONOMIC INCLUSION. 0 0 189614 SHAPE THE NARRATIVE1. ELEVATED HOUSING CALIFORNIA'S VISION AND WORK WITH POLICYMAKERS, HOUSING LEADERS, FUNDERS, AND OTHER PARTNERS THROUGH PRESENTATIONS, BRIEFINGS, HEARINGS, WEBINARS, GROWING OUR SOCIAL MEDIA REACH, AND SECURING 12 RADIO AND PRINT EARNED MEDIA PLACEMENTS.2. ACTIVATED HOUSING CALIFORNIA'S BASE OF SUPPORTERS VIA EMAIL AND SOCIAL MEDIA MESSAGING THROUGH WHICH FOLLOWERS SIGNED PETITIONS, CONTACTED ELECTED OFFICIALS, AND EXPRESSED PUBLIC SUPPORT FOR OUR POLICY PRIORITIES.3. INCREASED NARRATIVE CHANGE CAPACITY AMONG OUR PARTNERS AND RUN LEADERS TO ADVOCATE MORE EFFECTIVELY FOR PROGRESSIVE AFFORDABLE HOUSING AND HOMELESSNESS POLICY AND SYSTEMS CHANGE.4. CO-HOSTED A SACRAMENTO PREMIERE AND POST-SCREENING CONVERSATION ABOUT UNZIPPED, A DOCUMENTARY FOCUSED ON THE HOUSING CRISIS IN CALIFORNIA, FOR OVER 110 PARTNERS, POLICYMAKERS, AND THE PUBLIC. 1511629 12998 915142 BUILD AND SHIFT POWER1. BOLSTERED THE VOICE AND PRESENCE OF IMPACTED PEOPLE.2. PRODUCED A SERIES OF VIDEOS IN PARTNERSHIP WITH RESIDENTS UNITED NETWORK (RUN) LEADERS TO HELP ENGAGE AND EDUCATE THE GENERAL PUBLIC, NEW POTENTIAL RUN LEADERS, AND STATE LEGISLATORS.3. BUILT THE LEADERSHIP, CAPACITY, AND KNOWLEDGE OF RUN LEADERS BY ORGANIZING CAPACITY BUILDING TRAININGS.4. EXPANDED THE RESIDENTS UNITED NETWORK INTO THE INLAND EMPIRE.5. DOUBLED DOWN ON OUR "BIG TENT" CONNECTOR ROLE AND DEEPENED WORK TO ALIGN AND STRENGTHEN CALIFORNIA'S AFFORDABLE HOUSING AND HOMELESSNESS MOVEMENT.6. ENGAGED, SHAPED, AND PROVIDED LEADERSHIP FOR THE STATEWIDE HOUSING ADVOCATES COMMITTEE (SHAC). SHAC MEMBERS CAME TOGETHER TO BUILD A MORE STRATEGIC, ALIGNED, AND POWERFUL HOUSING ADVOCACY FIELD. SHAC IS ALIGNING ITS WORK WITH THE ROADMAP HOME AND HOUSING CALIFORNIA NOW SERVES AS CO-ANCHOR, PROVIDING LEADERSHIP AND COORDINATION TO MOVE SHAC'S WORK FORWARD.7. CREATED SPACES FOR CROSS-SECTOR PARTNERS TO BUILD RELATIONSHIPS, EXPLORE CHALLENGING ISSUES, AND IDENTIFY A PATH FORWARD.8. BROUGHT TOGETHER 2,200+ CROSS-SECTOR LEADERS DURING OUR ANNUAL CONFERENCE TO NETWORK, LEARN FROM ONE ANOTHER, AND MOVE COLLECTIVELY TOWARD NEW WAYS OF THINKING AND ACHIEVING RESULTS9. HOSTED QUARTERLY POLICY TOWN HALLS AND OTHER EDUCATIONAL WEBINARS TO INFORM HOUSING CALIFORNIA'S COMMUNITY ABOUT LEGISLATION, THE BUDGET, AND OTHER KEY ISSUE AREAS WITH 400-500 PARTNERS ATTENDING EACH EVENT.10. EDUCATED LEGISLATORS, THE PUBLIC, AND OTHER POTENTIAL PARTNERS:11. HELD OVER 60 MEETINGS WITH LEGISLATIVE OFFICES TO INTRODUCE ELECTED OFFICIALS TO HOUSING CALIFORNIA AND THE ROADMAP HOME AND ENGAGE IN DISCUSSIONS ABOUT POLICY PRIORITIES.12. HOSTED A SUCCESSFUL EDUCATIONAL LUNCH AND LEARN SERIES THAT REACHED 47 LEGISLATIVE OFFICES AND 81 LEGISLATIVE STAFF AND A LEGISLATIVE BRIEFING THAT REACHED 180 STAFFERS. 1340893 DRIVE TRANSFORMATIVE, EQUITABLE POLICY CHANGE1. ROADMAP HOME REFRESH PROCESS: AS PART OF OUR BROADER EFFORT TO INFORM THE DEVELOPMENT OF STATE HOUSING AND HOMELESSNESS POLICY, HOUSING CALIFORNIA ENGAGED IN DEEP PLANNING FOR, AND LAUNCHED, A COMPREHENSIVE YEAR-LONG PROCESS TO REFRESH THE ROADMAP HOME WITH OUR CROSS-SECTOR PARTNERS. BY THE END OF THE REFRESH PROCESS, WE AIM TO (1) IDENTIFY AND CREATE OPPORTUNITIES FOR PARTNERS TO INFORM THE DIRECTION OF THE ROADMAP REFRESH AND CREATE BUY-IN FOR OUR COLLECTIVE WORK, (2) ASSESS PROGRESS MADE, IDENTIFY NEW CHALLENGES THAT MUST BE ADDRESSED, SHARPEN UNDERDEVELOPED STRATEGIES, AND ALIGN PLATFORM GOALS WITH PARTNERS. SPECIFICALLY, THIS INCLUDES EXPLORING TRIBAL HOUSING, TENANT PROTECTIONS, HOMELESSNESS, CLIMATE CHANGE, REIMAGINING THE ROLE OF THE STATE, AND REPAIRING RACIAL HARM IN THE HOUSING SYSTEM; (3) DEVELOP A 2025-2030 "ALL IN" POLICY AGENDA WITH 3-10 POLICIES THAT REQUIRE COLLECTIVE ACTION AND ENERGIZE PARTNERS TO GET BEHIND; AND (4) ALIGN TO THE FOUR PILLARS GUIDING SHAC'S WORK. 2. LEGISLATIVE AND BUDGET ADVOCACY: HOUSING CALIFORNIA CONTINUED TO PROVIDE CRITICAL LEADERSHIP ON HOUSING AND HOMELESSNESS SOLUTIONS IN THE STATE LEGISLATIVE PROCESS. IN 2024, HOUSING CALIFORNIA: 3. GREW RELATIONSHIPS WITH LEGISLATORS AND THE GOVERNOR'S OFFICE SO THEY VIEW HOUSING CA AS A "GO TO" PARTNER AND BRIDGE TO THE BROADER COMMUNITY.4. SPONSORED FOUR BILLS, SUPPORTED 27 BILLS, AND OPPOSED NINE BILLS WHICH WERE ADVANCED THROUGH DIRECT, GRASSROOTS, AND REGULATORY ADVOCACY, EMAIL ACTION ALERTS, TARGETED SOCIAL MEDIA, EARNED MEDIA, AN IN-PERSON ADVOCACY DAY THAT BROUGHT TOGETHER 40+ RUN LEADERS AND 25 CROSS-SECTOR PARTNERS TO PARTICIPATE IN 55 LEGISLATIVE MEETINGS, AND EDUCATIONAL OPPORTUNITIES FOR PARTNERS, THE GENERAL PUBLIC, AND LEGISLATORS AND THEIR STAFF. THE ROADMAP HOME COALITION CHAMPIONED A PACKAGE OF 15 ROADMAP HOME ALIGNED BILLS THAT WERE BROADLY SUPPORTED BY PARTNERS ACROSS THE HOUSING FIELD. AS A RESULT OF THE COLLECTIVE ADVOCACY, THE GOVERNOR SIGNED TWO OF HOUSING CALIFORNIA'S SPONSORED BILLS INTO LAW. AB 653, WHICH WAS A MAJOR PRIORITY FOR RUN LEADERS, AIMS TO HELP INCREASE HOUSING VOUCHER UTILIZATION AND AB 2430 ELIMINATES DUPLICATIVE LOCAL MONITORING FEES. THE GOVERNOR ALSO SIGNED 16 OF HOUSING CALIFORNIA'S SUPPORTED BILLS INTO LAW. 5. HOUSING CALIFORNIA, ROADMAP PARTNERS, AND OTHER ADVOCATES ENDORSED A COORDINATED BUDGET BLUEPRINT THAT SUPPORTED INCREASING AND REQUIRING ONGOING STATE FUNDING FOR HOUSING AFFORDABILITY AND HOMELESSNESS PROGRAMS. HOUSING CALIFORNIA CO-LED THIS POWERFUL CROSS-SECTOR BUDGET COALITION THAT HELPED PARTNERS WORK TOGETHER IN COLLABORATIVE, IMPACTFUL WAYS BY GROWING COLLECTIVE IMPACT AND ALIGNING AROUND A SHARED SET OF PRIORITIES. AS A RESULT, DESPITE A $60B BUDGET DEFICIT, THE COALITION WAS ABLE TO SECURE $1 BILLION FOR THE HOMELESS HOUSING, ASSISTANCE AND PREVENTION PROGRAM AND PRESERVE CRUCIAL FUNDING FOR AFFORDABLE HOUSING.6. ADMINISTRATIVE ADVOCACY: HOUSING CALIFORNIA CONTINUED TO ENGAGE IN ADMINISTRATIVE ADVOCACY TO ENSURE EQUITABLE IMPLEMENTATION OF STATE POLICY. IN 2024, HOUSING CALIFORNIA SUBMITTED PUBLIC COMMENT ON DRAFT GUIDELINES AND REGULATIONS FOR THE HOMEKEY+ PROGRAM, HCD SUPER NOFA, CALIFORNIA TAX CREDIT ALLOCATION COMMITTEE (TCAC), CALIFORNIA DEBT LIMIT ALLOCATION COMMITTEE (CDLAC), AND ON THE DEPARTMENT OF HEALTH CARE SERVICES' BHSA HOUSING INTERVENTIONS AND TRANSITIONAL RENT PROGRAMS. HOUSING CALIFORNIA'S ADMINISTRATIVE ADVOCACY HELPED PRODUCE KEY IMPROVEMENTS TO THE HOMEKEY+ PROGRAM OVER PAST ROUNDS OF HOMEKEY, INCLUDING A HIGHER STATE MATCH FOR OPERATING SUBSIDIES AND A HIGHER MAXIMUM PER-UNIT STATE SUBSIDY TO BETTER SUPPORT GAP FINANCING PROJECTS.7. ELECTORAL ADVOCACY: WORKING IN PARTNERSHIP WITH ASSEMBLY WICKS AND PARTNERS IN THE AFFORDABLE HOUSING COMMUNITY, HOUSING CALIFORNIA WORKED TO SHAPE AND CHAMPION A $10 BILLION HOUSING BOND. WHILE IT WAS ULTIMATELY UNABLE TO PASS IN THE LEGISLATURE IN 2024, HOUSING CALIFORNIA AND OUR PARTNERS LAID A STRONG FOUNDATION FOR THE WORK TO CONTINUE IN 2025.8. FEDERAL ADVOCACY: ALTHOUGH NOT OUR PRIMARY AREA OF FOCUS, HOUSING CALIFORNIA SUPPORTED THE FEDERAL POLICY AGENDA OF NATIONAL PARTNERS, THE NATIONAL LOW INCOME HOUSING COALITION AND THE NATIONAL ALLIANCE TO END HOMELESSNESS TO ENSURE THAT THE NEEDS OF LOW INCOME CALIFORNIANS WERE HEARD DURING FEDERAL POLICYMAKING PROCESSES. 3042136 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 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 1 0 0 0 1 30 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 9164470503 1107 9TH STREET SUITE 560 SACRAMENTO CA 95814 ROBERTO JIMENEZ PRESIDENT (TIL 9/2024) 2.00 0.00 X X 0 0 0 KENDRA ROBERTS PRESIDENT (EFF. 9/2024) 2.00 0.00 X X 0 0 0 JOYCE ROBERTS 2ND VICE PRESIDENT 2.00 0.00 X X 0 0 0 MARIANNE LIM SECRETARY 2.00 0.00 X X 0 0 0 LISA MOTOYAMA TREASURER 2.00 0.00 X X 0 0 0 TARA BARAUSKAS DIRECTOR 2.00 0.00 X 0 0 0 CATHY EBERHARDT DIRECTOR 2.00 0.00 X 0 0 0 KENDRA LEWIS DIRECTOR 2.00 0.00 X 0 0 0 REBECCA LOUIE DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL DUARTE DIRECTOR 2.00 0.00 X 0 0 0 MARGOT KUSHEL DIRECTOR 2.00 0.00 X 0 0 0 VERONICA LEWIS DIRECTOR 2.00 0.00 X 0 0 0 ROCHELLE MILLS DIRECTOR 2.00 0.00 X 0 0 0 WILLIAM PICKEL DIRECTOR 2.00 0.00 X 0 0 0 SOCHIATA VUTTHY DIRECTOR 2.00 0.00 X 0 0 0 CHIONE FLEGAL EXECUTIVE DIRECTOR 40.00 0.00 X 210739 0 16658 JENNIFER WELCH DEPUTY DIRECTOR OF OPERATIONS 32.00 0.00 X 111391 0 4713 ERIKA WHITCOMB STRATEGIC INITIATIVES DIRECTOR 40.00 0.00 X 125102 0 9834 CHRISTOPHER MARTIN POLICY DIRECTOR 40.00 0.00 X 124315 0 12354 MALCOLM HARRIS POWER BUILDING DIRECTOR 40.00 0.00 X 100931 0 14352 672478 0 57911 5 0 1 0 0 44551 3054039 3098590 CONFERENCE REGISTRATIO 611600 910842 910842 EXPENSE REIMBURSEMENT 900099 4300 4300 915142 178228 178228 2230 -2230 -2230 -2230 4189730 915142 0 175998 X 12998 12998 227397 140255 86510 632 1226817 816492 406644 3681 36638 36638 148879 87862 61017 103450 72362 30752 336 25882 25882 50075 50075 799910 687126 112784 62200 17532 44630 38 77622 50327 27295 77244 54918 22326 999194 983769 15425 9605 9605 9899 9899 STAFF DEVELOPMENT 76993 66607 10386 COMMUNICATIONS & ADVOCA 45067 35923 9144 SUBSCRIPTIONS AND DUES 44219 15711 28508 PENSION ADMINISTRATION 4610 4610 3171 254 2917 4041870 3042136 995047 4687 867708 5476294 4873070 1240000 300000 51 300000 300000 95742 245454 47691 37421 22105 10270 242994 700554 120592 59082 7497778 7356138 169141 219699 530000 155000 125925 126359 55726 825500 556350 X 1204566 2657826 5467712 4141962 6672278 6799788 7497778 7356138 147860 7560 -27910 0 X 0 1 X 1 0 X 1593441 2471070 4001326 6014742 3098590 17179169 1593441 2471070 4001326 6014742 3098590 17179169 8334748 8844421 5241 5324 5729 90911 178228 285433 17464602 2266866 0.50640 0.39850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 284282 284282 3757588 4041870 352094 88024 0 0 253565 284264 330829 352094 1220752 1831128 241317 84447 140504 284282 750550 63391 71066 82707 88024 305188 457782 16520 1977 18497 30137 19885 10252 17554 17536 18 10270 CERTFICATE OF DEPOSITS 700554 F 700554 LEASE LIABILITY 55726 55726 4199520 7560 7560 4191960 -2230 -2230 4189730 4044100 2230 2230 4041870 0 4041870 PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON INVESTMENTS 7,560. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSITION -2,230. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSITION 2,230. 1 ANNUAL CONFERENCE SCHOLARSHIP 36 12998 PART I, LINE 2: HOUSING CALIFORNIA MAKES GENERAL CONFERENCE SCHOLARSHIP FUND AVAILABLE TO: INDIVIDUALS LIVING IN AFFORDABLE HOUSING DEVELOPMENTS AND INDIVIDUALS EXPERIENCING HOUSING INSTABILITY, AND VERIFIABLE STUDENTS OR INDIVIDUALS IN THE FIRST THREE YEARS OF WORKING IN THE AFFORDABLE HOUSING, HOMELESSNESS OR RELATED SECTOR. ALL AWARDEES MUST DEMONSTRATE AND MEET SPECIFIED CRITERIA. X X X X 1 0 0 0 0 0 0 0 0 CHIONE FLEGAL EXECUTIVE DIRECTOR 210739 0 0 0 0 0 6322 0 10336 0 227397 0 0 0 PART I, LINE 4A MALCOLM HARRIS RECEIVED SEVERANCE PAYMENT OF $8,076.93. FORM 990, PART VI, SECTION B, LINE 11B A PDF COPY OF FORM 990 IS EMAILED TO THE BOARD OF DIRECTORS AND IS REVIEWED AT A BOARD MEETING PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL DISCLOSURE STATEMENT IS SIGNED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DATA (UPDATED ANNUALLY) FROM COMPARABLE ORGANIZATIONS IS REVIEWED IN DETERMINING SALARY LEVELS. ANNUAL PERFORMANCE IS ALSO ASSESSED. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR AND FEES: PROGRAM SERVICE EXPENSES 687,126. MANAGEMENT AND GENERAL EXPENSES 112,784. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 799,910. CALIF HOMELESS AND HOUSING COALITION ACTION FUND 1107 9TH STREET SUITE 560 SACRAMENTO CA 95814 680271073 LOBBY FOR AFFORDABLE HOUSING ISSUES CA 501(C)(4) HOUSING CALIFORNIA INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0