2025-10-26T09:50:44-07:00 2024-12-31 953537440 ROBERT LOPEZ ACCOUNTANCY CORPORATION 1442 Irvine Blvd Ste 227 Tustin CA 92780 990 2024-01-01 330959380 THE KENNEDY COMMISSION KENN 9492500909 17701 COWAN AVE 200 IRVINE CA 92614 CESAR COVARRUBIAS Executive Director 2025-10-26 true true ROBERT LOPEZ P00222725 7147319009 2024 2025-03-06 01:10:19Z CESAR COVARRUBIAS 17701 COWAN AVE 200 IRVINE CA 92614 1359266 false X KENNEDYCOMMISSION.ORG X 2001 CA THE PURPOSE OF THIS CORPORATION IS TO PROVIDE EDUCATIONAL AND CHARITABLE ASSISTANCE TO THE GENERAL PUBLIC BY ORGANIZING AND CONDUCTING COMMUNITY ORIENTED PROGRAMS AIMED AT IMPROVING THE QUALITY AND AVAILABILITY OF AFFORDABLE HOUSING. 10 10 10 400 0 864791 1263761 4546 1959 28229 91636 504 1910 898070 1359266 0 0 408060 495246 0 59197 337223 227900 745283 723146 152787 636120 3177296 3845549 56145 89547 3121151 3756002 THE PURPOSE OF THIS CORPORATION IS TO PROVIDE EDUCATIONAL AND CHARITABLE ASSISTANCE TO THE GENERAL PUBLIC BY ORGANIZING AND CONDUCTING COMMUNITY ORIENTED PROGRAMS AIMED AT IMPROVING THE QUALITY AND AVAILABILITY OF AFFORDABLE HOUSING. false false 594860 95505 The Kennedy Commission strives to increase equitable and affordable housing opportunities for Orange County's lowest income families and workers. The Commission's goals are: l) to implement policies and programs in each Orange County jurisdiction to facilitate affordable housing production; 2) to increase financial resources available for the creation of affordable housing; 3) to increase public awareness of the need for and benefits of affordable housing; and 4) to increase public participation in the support of affordable housing production and land-use reform throughout the County. 5) Ensure that public land, local city's land use and housing investments are used to equitably address the need to increase affordable housing for lower income households. The following summarizes the accomplishments of the Commission's staff and volunteers in 2024: I. Created and Implemented Favorable Affordable Housing Policies - Tracked and advocated for state and local housing policies and programs that expand production and funding for affordable housing. - Worked to educate and implement Affordable Housing on Faith Lands (CA SB 4) to ensure that local jurisdictions prioritize the development of affordable housing on religious land and community colleges. -Worked to monitor and implement the CA Surplus Land Act to ensure that local jurisdictions prioritize the development of affordable housing on public land. Key cities owed land: Anaheim Surplus - Stadium Lands, Garden Grove Willowick, County of Orange 17th Street Health Care Agency site and Tustin - Legacy. -Collaborated with community partners to provide comments and recommendations on land use and housing policies to all cities in Orange County in the development of their Housing Elements implementation and affordable housing programs. -Collaborated with community partners, residents and the County of Orange to develop Health and Housing priorities and interventions to address affordable housing and homelessness. - Provided testimony and education on various affordable housing and land use reform policies and homelessness at State Assembly and Senate Committees, Orange County Board of Supervisors, and various city planning commissions and city councils. - Developed best practices and model Affordable Housing policies for use and implementation in Orange County cities. - Worked with key cities to develop and implement affordable housing tools and policies in their jurisdictions. Worked with land use and housing policies to improve health and equity to build a healthy living environment. Organized community support for the inclusion of affordable housing in key OC cities Anaheim, Buena Park, Costa Mesa, Fullerton, Garden Grove, Huntington Beach, Irvine, Lake Forest, Mission Viejo, Newport Beach, Santa Ana, Tustin, Laguna Niguel, Laguna Hill, San Juan Capistrano, Stanton, San Clemente and Laguna Beach.- Worked with County of Orange on affordable housing commitments and addressing the homelessness crisis in Orange County and Mental Health Services Act funding for AH and Permanent Supportive Housing. - Worked on the implementation of Proposition 1, Behavioral Health Services Act, to ensure priorities for investing in and developing affordable housing. - Monitored land use proposals, specific plans and General Plan implementation, in all Orange County jurisdictions and advocated affordable housing priorities. -Partnered with stakeholders to promote affordable housing policies and developments in all Orange County cities. -Participated in local, regional and statewide housing policy groups, boards and committees to increase knowledge and awareness of affordable housing solutions. - Worked on the education and best practices of Housing Elements, affordable housing and homelessness solutions, inclusionary zoning and density bonuses and Surplus Land. II. Increased Financial Resources- Organized community analysis and response to annual State regulatory and finance housing programs (Supporting investments in "balanced community and extremely low-income family priorities). - Coordinated with statewide housing organizations and advocates on new statewide funding sources for affordable homes. i.e., budget allocation, State Tax Credits and AH Tax Credits for affordable housing and federal funding. -Collaborated with local cities in Orange County and state government on the use of housing funds, assets and surplus properties, regional planning funds, Mental Health Services Act funds, sustainable communities funding and federal housing funds. - Collaborated with local cities, Orange County Housing Trust and the OC Finance Trust to help address affordable, permanent supportive housing finance gaps, and explore alternative housing funding. - Worked to prioritize public lands to be used as local contributions to leverage affordable housing funds and grants from the state. Worked on research and outreach of Orange County Housing Bond to increase affordable housing funding. III. Increased Public Awareness- Collaborated with OC cities and community partners to lead Affordable Housing and Fair Housing Month, over 20 housing education events in the months of April and May. - Continued the 2021-29 Housing Element Campaign to educate and engage local community members and partners to advocate for effective and equitable Housing Plans in all OC cities. - Created community engagement and capacity training on affordable housing policies and programs. Expanded educational and communication tools include the updating of our website (www.kennedycommission.org) and e-mail contact lists of over 2,500 people and organizations. -Developed and circulated monthly e-mail notices of community meetings and actions to over 2,500 persons and organizations. - Conducted monthly general membership meetings and workshops (with an average attendance of 45 people). Meeting topics: Affordable Housing on Public Lands, Housing Economic Forecast, Local Housing Plans, mixed-use development, state budget and housing finance, local housing production, state and federal legislative updates. - Hosted the annual OC Lenders and Investors Forum that was attended by over 100 housing professionals and community members. Affordable Housing and Finance discussions and networking. - Housing Element Campaign 2021-29 - develop and implement Orange County's local Housing Plans for each OC city. - Collaborated with community partners to increase awareness of connections between health housing and housing interventions. IV. Increased Community Participation - Worked with 300 low-income residents and community stakeholders that are impacted by the affordable housing crisis in OC to build their capacity and skills to advocate for more affordable and equitable housing options. - Collaborated with Residents United Network,CA to lead RUN OC to engage over 50 OC residents in state and local affordable housing advocacy. - Continued to build capacity of partner organizations and residents to engage in affordable housing advocacy. - Organized community analysis and response to local and state housing policies for implementation in the housing elements, land use and housing projects. Successes included the continued capacity building and formation of resident coalitions in Anaheim, Costa Mesa, Mission Viejo, Buena Park, County of Orange, Laguna Hills and in Santa Ana to be engaged in the review of proposed developments and land use decisions. - We also obtained commitments from all Orange County cities to implement stronger affordable housing policies and to review and mitigate barriers such as lack of local housing subsidy, availability of affordable housing sites and land use and zoning constraints (Focus was placed on Anaheim, Fullerton, Fountain Valley, Tustin, Huntington Beach, Irvine, Mission Viejo, Orange, Westminster, and Santa Ana). - Coordinated community member support and education of proposed affordable housing developments and reuse of public lands for affordable housing in the cities of Anaheim, Costa Mesa, Fullerton, Huntington Beach, Irvine, Laguna Niguel, Mission Viejo, Newport Beach, Orange, San Clemente, Santa Ana, Tustin, and Yorba Linda. -Developed and supported over 200 residents in community working groups in Orange County cities to engage in evaluation, recommendation and implementation of affordable housing policies and programs in each OC city. 594860 true true false true false false false false false false true false false false false false false false false false false false false false false false false false false true false false false false true false false false false false false false false false false false false true 4 0 true 10 true false false false false false false false 0 false false false false false false false X 10 10 false false false false false false false true false false false true true true true true true true false false CA X CESAR COVARRUBIAS 9492500909 17701 COWAN AVE STE 200 IRVINE CA 92612 CESAR COVARRUBIAS Executive Direc 40.00 0.00 X 210046 0 23227 JESSICA CAPTANIS Director 0.50 0.00 X 0 0 0 DAVID LEVY Director 0.50 0.00 X 0 0 0 GLENN HAYES Director 0.50 0.00 X 0 0 0 BRENDA RODRIGUEZ Director 0.50 0.00 X 0 0 0 LISA CASTILLO Prior Vice Pres 0.50 0.00 X 0 0 0 NORA MENDEZ Treasurer 0.50 0.00 X X 0 0 0 DIANNE RUSSELL Director 0.50 0.00 X 0 0 0 JOSEPH SINGH Secretary 0.50 0.00 X X 0 0 0 HELEN O'SULLIVAN President 0.50 0.00 X X 0 0 0 210046 23227 1 false true false NONE 0 47781 3997 1211983 1263761 OCLENDERS INVESTORS FORUM 900099 1959 1959 1959 91636 91636 0 0 0 0 3997 0 0 0 Miscellaeous 900099 REIMBURSED EXPENSES 900099 1910 1910 1910 1359266 3869 91636 0 0 0 0 233273 139965 46654 46654 0 213569 208566 5003 6562 6411 151 10630 8481 1130 1019 31212 24658 3433 3121 0 0 19726 15584 2170 1972 0 0 0 4826 3812 531 483 0 7258 5157 1448 653 885 699 97 89 0 0 9923 7838 1091 994 0 0 0 0 407 322 45 40 3947 927 2902 118 SUBGRANTS 109510 109510 OUTSIDE SERVICES 27063 21380 2977 2706 PROJECT EXPENSE 26801 26801 MISCELLANEOUS 5000 5000 12554 9749 1457 1348 723146 594860 69089 59197 402961 1030663 2491699 2583371 280000 225000 0 0 0 0 0 2636 2838 11576 7899 3677 0 0 0 0 0 3177296 3845549 56145 89547 56145 89547 X 2145248 2669569 975903 1086433 3121151 3756002 3177296 3845549 X 636120 9644 -10913 X true X false true false X 846522 811735 1258304 864791 1259764 5041116 0 0 846522 811735 1258304 864791 1259764 5041116 0 5041116 7211 935 982 28229 91636 128993 0 693 3905 5050 7866 17514 5187623 15700 0.97180 0.98880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 7351 7352 14703 708443 723146 133472 33368 false 109482 81473 136792 133472 461219 691829 14703 14703 27371 20368 34198 33368 115305 172958 5908 5908 6671 7351 25838 11576 7899 3677 3677 X X false false false false false false false false false CESAR COVARRUBIAS Executive Direc 210046 22786 441 233273 OCCORD SEE SCHEDULE O SUBGRANT EQUITYINOCGRANT Form 990, Part VI, Section A, Line 8b COMMITTEES DO NOT HAVE AUTHORITY TO ACT IN BEHALF OF THE BOARD OF DIRECTORS. ALL RECOMMENDATIONS APPROVED BY THE BOARD OF DIRECTORS ARE DOCUMENTED IN THEIR MINUTES. Form 990, Part VI, Section B, Line 11b FORM 990 REVIEWED BY THE TREASURER AND FORM SUBMITTED TO THE BOARD MEMBERS BEFORE IT IS FILED. Form 990, Part VI, Section B, Line 12c THE ORGANIZATION ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY ANNUALLY ADMINISTERING A CONFLICT OF INTEREST QUESTIONNAIRE. ALL BOARD MEMBERS ARE REQUIRED TO ANNUALLY REVIEW AND COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE AND DISCLOSE ANY PREVIOUSLY UNDISCLOSED CONFLICTS OF INTEREST. ONCE IDENTIFIED, CONFLICTS OF INTEREST ARE ADDRESSED AS SET FORTH IN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. Form 990, Part VI, Section B, Line 15a THE EXECUTIVE COMMITTEE RELIES UPON COMPARABILITY DATA TO DETERMINE AND APPROVE THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE UTILIZES RESOURCES SUCH AS SIMILARLY SITUATED EXEMPT ORGANIZATIONS IN THEIR AREA TO BENCHMARK PAY ALONG WITH MARKET INFORMATION FROM OTHER EXEMPT ORGANIZATIONS AND FOR-PROFIT ORGANIZATIONS AND THE BOARD OF DIRECTORS EVALUATION TO ASSESS THE COMPETITIVENESS AND REASONABLENESS OF THE COMPENSATION. THE COMMITTEE REPORTS THE RESULTS TO THE BOARD OF DIRECTORS. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST.FORM 990 IS AVAILABLE ON GUIDESTAR. Form 990, Part XI, Line 9 IN KIND SERVICES = -$9644 Form 990, Part XI, Line 9 MEALS = -$1269 SCHEDULE J PART 2 COLUMN C THE EXECUTIVE DIRECTOR'S RETIREMENT AND OTHER DEFERRED COMPENSATION CONSISTS OF THE FOLLOWING:PENSION 6,301ESTIMATED ACCRUED VACATION 16,485 ------ TOTAL 22,786 ====== SCHEDULE L PART IV THE KENNEDY COMMISSION RECEIVED SUBGRANTS FROM ORANGE COUNTY COMMUNITIES ORGANIZED FOR RESPONSIBLE DEVELOPMENT(OCCORD)IN PRIOR YEARS AND WERE REPORTED ON SCHEDULE L IN THOSE YEARS BY OCCORD. CESAR COVARRUBIAS IS EXECUTIVE DIRECTOR OF THE KENNEDY COMMISSION AND CHAIRMAN OF OCCORD.IN 2022 THE KENNEDY COMMISSION RECEIVED A $507,000 GRANT FROM EQUITY IN OC.THE SOCIAL DETERMINANTS OF HEALTH IMPLEMENTAION GRANT REQUIRED SUBGRANTS WITH THE FOLLOWING ORGANIZATIONS:TIDESLATINO HEALTH ACCESSORANGE COUNTY CONGREGATION COMMUNITY ORGANIZATION(OCCCO)ORANGE COUNTY COMMUNITIES ORGANIZED FOR RESPONSIBLE DEVELOPMENT(OCCORD)ALIANZA TRANSLATINXTHE KENNEDY COMMISSION BOARD OF DIRECTORS APPROVED THE GRANT WITH EQUITY IN OC.THE GRANT WAS COMPLETED IN 2024. Statement Note 1 SCHEDULE C PART II-A - SUPPLEMENTAL INFORMATION:FORM 5768 ELECTING PROVISIONS OF SECTION 501(h)TO APPLY TO TAX YEAR ENDINGDECEMBER 31, 2008 AND THEREAFTER.