2025-12-12T14:25:19-06:00 2024-06-30 943108253 NOVOGRADAC & COMPANY LLP 601 SW 2ND AVE SUITE 1150 PORTLAND OR 97204 990 2023-07-01 930979064 HACIENDA COMMUNITY DEVELOPMENT CORPORATION HACI 5035952111 6700 NE KILLINGSWORTH ST PORTLAND OR 97218 ERNESTO FONSECA CEO 5035952111 2025-12-12 1 0 WARREN R SEBRA P01300062 5038212700 2023 2025-03-06 01:10:19Z ERNESTO FONSECA 6700 NE KILLINGSWORTH ST PORTLAND OR 97218 13509643 0 X WWW.HACIENDACDC.ORG X 1988 OR THE ORGANIZATION DEVELOPS AFFORDABLE HOUSING AND PROVIDES SUPPORTIVE SERVICES. 8 8 83 45 0 0 25133195 8626724 7081463 3972060 336127 384031 -5895 386871 32544890 13369686 61070 520560 0 0 4895244 5546050 0 0 502677 6693695 7551301 11650009 13617911 20894881 -248225 63615474 52378247 22882430 12157127 40733044 40221120 X HACIENDA IS A LATINO COMMUNITY DEVELOPMENT CORPORATION THAT STRENGTHENS FAMILIES BY PROVIDING AFFORDABLE HOUSING, HOMEOWNERSHIP SPUPORT, ECONOMIC ADVANCEMENT, AND EDUCATIONAL OPPORTUNTIES. 0 0 6135154 0 2989288 AFFORDABLE HOUSING AND COMMERCIAL PROPERTY DEVELOPMENT AND MANAGEMENT: IN ADDITION TO ITS RESIDENTIAL PROPERTIES, HCDC DEVELOPED AND OPERATES ITS ADMINISTRATIVE OFFICE BUILDING AND 2 COMMERCIAL SPACES: THE PORTLAND MERCADO AND THE ORTIZ CENTER. THE PORTLAND MERCADO IS A COMMERCIAL SPACE THAT OPERATES AS A SMALL BUSINESS AND FOOD SERVICES INCUBATOR, PUBLIC MARKET, AND FOOD CART POD. THE BALTAZAR F. ORTIZ CENTER HOUSES A COUNTY HEALTH CLINIC AND FAMILY RESOURCE CENTER. HACIENDA CONTINUES TO DEVELOP AND BUILD PROTOTYPES OF MODULAR HOUSING USING MASS TIMBER. THE PROJECT, CALLED MASS CASITAS, IS IN PARTNERSHIP WITH THE PORT OF PORTLAND AND STATE OF OREGON. 2443918 80052 639816 YOUTH AND FAMILY SERVICES: HACIENDA'S YOUTH AND FAMILY SERVICES DEPARTMENT PROVIDES EDUCATIONAL AND SOCIAL SUPPORT TO CHILDREN AND PARENTS. THE PROGRAMS THEY DEVLIERED ARE DESIGNED TO PROMOTE HEALTHY AND VIBRANT PARENT-CHLID RELATIONSHIPS, HELP CHILDREN REACH THEIR FULL POTENTIAL AND GIVE PARENTS THE TOOLS TO SUPPORT THEIR CHILD'S EDUCATIONAL AND EMOTIONAL DEVELOPMENT. HACIENDA'S BILINGUAL AND BICULTURAL STAFF, IN COLLABORATION WITH OTHER CULTURALLY SPECFIC COMMUNITY PARTNERS, ADMINISTER ALL YOUTH AND FAMILY SUPPORT PROGRAMS WHICH INCLUDE:EXPRESIONES, HACIENDA'S AFTERSCHOOL AND SUMMER PROGRAM WHICH SERVES YOUTH GRADES K-8.NINOS, HACIENDA'S EARLY CHILDHOOD EDUCATION PROGRAM, SERVES LATINO CHILDREN THROUGHOUT MULTNOMAH COUNTY WITH HOME VISITING, EDUCATIONAL WORKSHOPS AND PARENTING SUPPORT GROUPS.SUN YOUTH ADVOCACY PROVIDES CULTURALLY APPROPRIATE SUPPORT TO AT-RISK LATINO MIDDLE-SCHOOLERS AT GEORGE AND BEAUMONT MIDDLE SCHOOLS.ARROB@S, A NEW PROGRAM LAUNCHED IN 2020, IS FOCUSED ON ADVANCING STEM EDUCATION, DIGITAL LITERACY AND WORKFORCE READINESS FOR MIDDLE AND HIGH SCHOOL STUDENTS AND ADULTS.RESIDENT SERVICES PROGRAM OFFERS ONGOING SUPPORT TO RESIDENTS TO ENSURE THEIR HOUSING STABILITY WITH RESOURCES SUCH AS RENT, UTILITY AND TRANSPORTATION ASSISTANCE AND BUILDS CONNECTIONS TO RESOURCES AND THE COMMUNITY. 1944417 440508 342956 ECONOMIC OPPORTUNITY: STARTED IN 2006, THE ECONOMIC OPPORTUNITY PROGRAM FORMS A CENTRAL PIECE OF HACIENDA'S STRATEGY TO HELP FAMILIES BUILD AND PROTECT THEIR ASSETS AND FINANCIAL SECURITY.ECONOMIC OPPORTUNITY INCLUDES TWO MAJOR PROGRAMS:HOMEOWNERSHIP: HACIENDA IS A HUD-APPROVED HOUSING COUNSELING PROGRAM WITH A TEAM OF CERTIFIED COUNSELORS. HACIENDA STAFF PROVIDE FINANCIAL COACHINGAND WORK WITH FAMILIES ONE-ON-ONE TO ASSIST THEM IN MAKING THE BEST FINANCIAL CHOICES FOR THEIR HOUSEHOLD. THE HOMEOWNERSHIP PROGRAM INCLUDES:THE CAMINO A CASA/PRE-PURCHASE PROGRAM PREPARES PROSPECTIVE HOMEBUYERS FOR OWNING A FIRST HOME. CLIENTS WORK WITH HACIENDA'S FINANCIAL COACHES AND HUD-CERTIFIED HOUSING COUNSELORS THROUGHOUT THE ENTIRETY OF THE HOME-BUYING PROCESS. IN ADDITION TO MORTGAGE-READINESS AND FINANCIAL FITNESS WORKSHOPS, THEY PROVIDE SEVERAL OPPORTUNITIES FOR DOWN-PAYMENT ASSISTANCE. CLIENTS ARE ASSISTED WITH OPENING INDIVIDUAL DEVELOPMENT ACCOUNTS (IDA'S) WHICH PROVIDE 5-1 MATCHING DOLLARS FOR DOWN PAYMENTS, SMALL BUSINESS, VEHICLE PURCHASE AND RETIREMENT.THE DEFAULT INTERVENTION PROGRAM PROVIDES SUPPORT TO HOMEOWNERS AT RISK OF FORECLOSURE. HACIENDA'S CERTIFIED HOUSING COUNSELORS WORK WITH THOSE STRUGGLING FINANCIALLY TO IDENTIFY AND EXPLORE ALL AVAILABLE OPTIONS BASED ON THEIR SPECIFIC SITUATIONS. SERVICES ARE FREE OF CHARGE.HACIENDA'S MERCADO EMPRESARIOS SUPPORTS ENTREPRENEURS THROUGH PERSONALIZEDTECHNICAL ASSISTANCE TO LAUNCH AND SCALE THEIR BUSINESSES, FOCUSING ON WOMEN-, MINORITY- AND IMMIGRANT-OWNED BUSINESSES. HACIENDA'S BILINGUAL/BICULTURAL BUSINESS ADVISORS PROVIDE ONE-ON-ONE TECHNICAL ASSISTANCE, HOST SPANISH-LANGUAGE SMALL BUSINESS BOOTCAMPS, A MONTHLY NETWORKING SEMINAR AND A VARIETY OF EVENTS AND SALES OPPORTUNITIES FOR ENTREPRENEURS. HACIENDA'S MERCADO EMPRESARIOS PROGRAM IS A CRITICAL PART OF THE BIPOC ENTREPRENEURIAL LANDSCAPE IN THE REGION, AND HACIENDA IS AN ACTIVE PARTNER IN PORTLAND'S INCLUSIVE BUSINESS RESOURCE NETWORK.HACIENDA'S COMMITMENT TO SMALL BUSINESSES AND ENTREPRENEURISM IS ALSO HIGHLIGHTED IN THEIR COMMERCIAL PROPERTY PORTLAND MERCADO, WITH 18 ON-SITE BUSINESSES AND A SLIDING-SCALE COMMERCIAL KITCHEN. PORTLAND MERCADO HAS BECOME A THRIVING HUB FOR CULTURAL EVENTS, FOOD, AND ENTREPRENEURISM. HACIENDA ACTIVATES THE SPACE THROUGH HOSTING AND SUPPORTING ON-SITE EVENTS. 10523489 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 68 0 83 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 OR X DENI ANDERSON 5035952111 6700 NE KILLINGSWORTH ST PORTLAND OR 97218 PETER PLATT CHAIR 2.50 0.00 X X 0 0 0 ANGELA MARTIN SECRETARY 2.50 0.00 X 0 0 0 JAVIER ALOMIA VICE CHAIR 2.50 0.00 X X 0 0 0 BRAD MILLER TREASURER 2.50 0.00 X X 0 0 0 DON KROGH MEMBER 2.50 0.00 X 0 0 0 OMAR MARTINEZ MEMBER 1.00 0.00 X 0 0 0 ANTONIO LARA MEMBER 1.00 0.00 X 0 0 0 GUILLERMO SANDOVAL MEMBER 1.00 0.00 X 0 0 0 HANSARY LAFOREST MEMBER 1.00 0.00 X 0 0 0 AMANDA MANJARREZ MEMBER 1.00 0.00 X 0 0 0 ERNESTO FONSECA CEO 40.00 1.00 X 206999 0 0 DIANA D NUNEZ CESARES COO 40.00 0.00 X 116170 0 0 MATTHEW KEBBE CFO 40.00 0.00 X 34406 0 0 GABRIELA ORDONEZ DIRECTOR OF ECONOMIC OPPORTUNITIES 40.00 0.00 X 127949 0 0 LETICIA ARACELI CERVANTES PANTOJA DIRECTOR OF INNOVATION 40.00 0.00 X 114429 0 0 MARYAM BOLOURI DIRECTOR OF REAL ESTATE DEVELOPMENT 40.00 0.00 X 105586 0 0 GARRETT RUNCK PROJECT MANAGER 40.00 0.00 X 100147 0 0 805686 0 0 6 0 1 0 I&E CONSTRUCTION 27375 SW PARKWAY AVE WILSONVILLE OR 97070 CONSTRUCTION SERVICES 2495142 ACCESS ARCHITECTURE 412 W 12TH STREET VANCOUVER WA 98660 ARCHITECTURAL SERVICES 914708 WALSH CONSTRUCTION 2905 SW 1ST AVE PORTLAND OR 97201 CONSTRUCTION SERVICES 897718 VALAR LLC 12042 SE SUNNYSIDE ROAD 357 CLACKAMAS OR 97015 CONSTRUCTION SERVICES 690268 LMC MCDEVITT CONSTRUCTION CO 19200 SW TETON AVE TUALATIN OR 97062 CONSTRUCTION SERVICES 628590 11 164194 7035419 1427111 8626724 RENTAL INCOME 532000 3724955 3724955 SERVICE REVENUE 532000 247105 247105 3972060 384031 384031 154750 164194 139957 14793 14793 MISCELLANEOUS INCOME 900099 372078 372078 372078 13369686 4728169 0 14793 520560 520560 805686 566921 194524 44241 3730144 2624717 900601 204826 563304 363173 182653 17478 446916 319263 105401 22252 267624 267624 48988 36852 12136 91545 2280 89265 1051610 643386 289298 118926 89248 42512 43553 3183 199998 121028 72253 6717 99084 52380 44204 2500 1151512 1040445 110713 354 70632 29837 38678 2117 637052 529715 107337 1155727 1155727 323674 104572 219102 REPAIRS AND MAINTENANCE 1512553 1425992 84341 2220 PROGRAM SUPPLIES 634550 511708 52509 70333 DIRECT ASSISTANCE 106388 105038 1350 0 STAFF DEVELOPMENT 51336 20133 31173 30 59780 39626 12654 7500 13617911 10523489 2591745 502677 8174155 5829554 3092143 3775833 1160385 767539 2103082 3288857 45000 250600 309753 184581 39349818 11258154 37141783 28091664 3092143 2280148 7436 7436 8489594 7902035 63615474 52378247 3237894 2025915 0 79500 217437 120200 18401436 9360013 1025663 571499 22882430 12157127 X 30635841 27673574 10097203 12547546 40733044 40221120 63615474 52378247 -248225 15974 -279673 0 X X 0 1 X 1 1 0 X 7235455 7790351 11195684 25133195 8626724 59981409 7235455 7790351 11195684 25133195 8626724 59981409 59981409 59727 99688 314413 466824 384031 1324683 -1561279 84164 372078 -1105037 60201055 23919675 0.99640 X 0.86960 0.01000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 10950 10950 13606961 13617911 830896 207724 0 0 598707 643470 732500 830896 2805573 4208360 35502 10183 8304 10950 64939 149677 160868 183125 207724 701394 1052091 13000 13000 4019381 4019381 20691103 6223307 14467796 13282358 4015344 9267014 1329636 1006199 323437 27340 13304 14036 28091664 CONSTRUCTION IN PROGRESS 12858544 SECURITY DEPOSIT 169816 INVESTMENTS IN LIMITED PARTNERSHIPS -4780298 CASUALTY EVENT - DEFERRED -346027 7902035 REFUNDABLE ADVANCES 223911 SECURITY DEPOSIT 176695 ACCRUED INTEREST 170893 571499 13715713 346027 346027 13369686 0 13369686 13617911 0 13617911 0 13617911 PART XI, LINE 2D - OTHER ADJUSTMENTS: DEFERRED CASUALTY EVENT- INSURANCE PROCEEDS 346,027. GALA 318944 164194 154750 389 23305 68627 43416 4220 318944 164194 154750 389 23305 68627 43416 4220 139957 14793 1 FIRE RELIEF FUND 48 242000 SILVER SCHOLARSHIP 2 5000 DOWNPAYMENT ASSISTANCE GRANT 6 270000 PART 1, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: SPENDING OF GRANT FUNDS IS MONITORED BY PROGRAM MANAGERS AND DIRECTORS FOR COMPLIANCE WITH GRANT AND CONTRACT TERMS AND MONITORED BY THE CONTROLLER FOR COMPLIANCE WITH INTERNAL CONTROLS. DOWN PAYMENT ASSISTANCE GRANTEES MUST WORK WITH HCDC'S HOMEOWNERSHIP COUNSELORS AND MEET SPECIFIC ELIGIBILITY AND FINANCIAL-READINESS CRITERIA BEFORE FUNDS ARE DISBURSED. EACH YEAR, WE ALSO RECEIVE A $5,000 GRANT WHICH FUNDS 2 COLLEGE SCHOLARSHIPS FOR LOW-INCOME BIPOC STUDENTS. STUDENTS ARE AWARDED SCHOLARSHIPS BASED ON SCREENING FOR ACADEMIC ACHIEVEMENT, NEED, AND DEMONSTRATED LEADERSHIP SKILLS. DURING THIS FISCAL YEAR, DIRECT ASSISTANCE GRANTS WERE SENT TO BUSINESSES AFFECTED BY THE PORTLAND MERCADO FIRE IN ACCORDANCE WITH THE RESTRICTIONS PLACED ON THE DONATIONS RECEIVED. HCDC OPERATES THE PORTLAND MERCADO, SO WE USED OUR RECORDS OF BUSINESSES WITH CURRENT CONTRACTS TO DEVELOP THE LIST OF RECIPIENTS. X X 0 0 0 0 0 0 0 0 0 ERNESTO FONSECA CEO 206999 0 0 0 0 0 0 0 0 0 206999 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 WHEN A DRAFT IS READY, THE EXECUTIVE FINANCE COMMITTEE WILL REVIEW IT IN DETAIL. THEN THE FULL BOARD WILL BE SENT A COPY (AS ADJUSTED, IF APPLICABLE, CONSEQUENT TO THE INITIAL REVIEW) FOR REVIEW BEFORE SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED TO REVIEW THE POLICY ANNUALLY AND TO DISCLOSE ANY CONFLICTS OF INTEREST TO THE BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER IS SET BY THE EXECUTIVE COMMITTEE, AND IS BASED UPON A STUDY OF COMPARABLE COMPENSATION PAID IN THE ORGANIZATION'S GEOGRAPHIC AND INDUSTRY MARKETS. THE CHIEF EXECUTIVE OFFICER APPROVES THE SALARY FOR ALL OTHER EMPLOYEES, BASED UPON THE SAME STUDY OF COMPARABLE COMPENSATION, AS WELL AS BASED UPON RECOMMENDATIONS FROM THE RELATED SUPERVISOR. BUDGETARY LIMITATIONS ARE TAKEN INTO CONSIDERATION IN SETTING ALL COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 18 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 3B: REASON FOR NOT UNDERGOING REQUIRED AUDIT: AUDIT IS IN PROCESS AT TIME OF 990 SUBMISSION. 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