2025-11-17T10:58:12-05:00 2024-12-31 911347576 LOVERIDGE HUNT & CO CPA'S 14725 SE 36TH ST STE 401 BELLEVUE WA 980061682 990 2024-01-01 930814473 NORTHWEST HOUSING ALTERNATIVES NORT 5036541007 2316 SE WILLARD ST MILWAUKIE OR 97222 TRELL ANDERSON EXECUTIVE DIRECTOR 5036541007 2025-11-17 false CRAIG T LEONG P01083463 4254532088 2025-11-17 2024 2025-03-06 01:10:19Z TRELL ANDERSON 2316 SE WILLARD ST MILWAUKIE OR 97222 21459295 false X WWW.NWHOUSING.ORG X 1982 OR NORTHWEST HOUSING ALTERNATIVES (NHA)S MISSION IS TO CREATE OPPORTUNITY THROUGH HOUSING. NHA DEVELOPS, BUILDS, AND MANAGES AFFORDABLE RENTAL HOUSING FOR FAMILIES, SENIORS, AND PEOPLE WITH DISABILITIES ACROSS OREGON. THESE HOMES HELP FAMILIES LIVE HEALTHY AND STABLE LIVES, ALLOW OLDER ADULTS TO AGE IN PLACE, AND GIVE PEOPLE WITH SPECIAL NEEDS A DIGNIFIED RESIDENCE. NHA IS ALWAYS WORKING TO ENHANCE OUR PORTFOLIOS SUSTAINABILITY AND WORKS CLOSELY WITH LOCAL PARTNERS TO DRIVE INNOVATIONS IN OUR FIELD. ALONG WITH PROVIDING AFFORDABLE HOUSING, NHA PROVIDES SERVICES THAT CONNECT RESIDENTS TO CRITICAL HEALTH AND COMMUNITY RESOURCES, WORK TO PREVENT HOMELESSNESS BEFORE IT BEGINS, AND OFFER EMERGENCY SHELTER AND SERVICES FOR FAMILIES EXPERIENCING HOMELESSNESS. 7 7 55 102 0 3813136 7999794 12359297 11900641 1630551 1418777 424763 59504 18227747 21378716 1267928 1229348 0 5807330 5794650 0 553776 11054362 14515675 18129620 21539673 98127 -160957 74640963 86103744 36380273 48002215 38260690 38101529 X NORTHWEST HOUSING ALTERNATIVES (NHA)S MISSION IS TO CREATE OPPORTUNITY THROUGH HOUSING. NHA DEVELOPS, BUILDS, AND MANAGES AFFORDABLE RENTAL HOUSING FOR FAMILIES, SENIORS, AND PEOPLE WITH DISABILITIES ACROSS OREGON. THESE HOMES HELP FAMILIES LIVE HEALTHY AND STABLE LIVES, ALLOW OLDER ADULTS TO AGE IN PLACE, AND GIVE PEOPLE WITH SPECIAL NEEDS A DIGNIFIED RESIDENCE. NHA IS ALWAYS WORKING TO ENHANCE OUR PORTFOLIOS SUSTAINABILITY AND WORKS CLOSELY WITH LOCAL PARTNERS TO DRIVE INNOVATIONS IN OUR FIELD. ALONG WITH PROVIDING AFFORDABLE HOUSING, NHA PROVIDES SERVICES THAT CONNECT RESIDENTS TO CRITICAL HEALTH AND COMMUNITY RESOURCES, WORK TO PREVENT HOMELESSNESS BEFORE IT BEGINS, AND OFFER EMERGENCY SHELTER AND SERVICES FOR FAMILIES EXPERIENCING HOMELESSNESS. false false 7819891 6359853 CONSOLIDATED HOUSING SUBSIDIARIES - NHA CREATES AND MAINTAINS ATTRACTIVE, AFFORDABLE, AND FINANCIALLY HEALTHY RENTAL HOUSING. THIS SECTION SUMMARIZES THE OPERATIONS OF THE CONSOLIDATED ENTITIES INCLUDING THREE LIHPRHA PROJECTS, EIGHT FORMER LIHTC PROPERTIES, AND FIVE ENTITIES FORMED TO HOLD OR DEVELOP NEW PROJECTS. 1665380 3185634 PROPERTY DEVELOPMENT NHA IS A LEADING DEVELOPER OF AFFORDABLE RENTAL COMMUNITIES AND COMMUNITY FACILITIES THROUGHOUT OREGON. NHA COMBINES FEDERAL, STATE, AND LOCAL GOVERNMENT PROGRAMS WITH FINANCING FROM BANKS, PRIVATE INVESTORS, AND CHARITABLE FOUNDATIONS IN ORDER TO DEVELOP AND PRESERVE AFFORDABLE HOUSING. DURING 2024, NHA COMPLETED CONSTRUCTION ON 65 NEW APARTMENT HOMES. AS OF DECEMBER 31,2024, NHA HAD 92 NEW APARTMENT HOMES UNDER CONSTRUCTION. 2804003 1187939 HOMELESS INTERVENTION SERVICES - THIS DEPARTMENT INCLUDES ANNIE ROSS HOUSING SERVICES AND PATHWAYS. ANNIE ROSS HOUSING SERVICES (ARHS) - ARHS PROVIDES HOUSING NAVIGATION, BARRIERS REMOVAL, RENTAL ASSISTANCE, ONGOING CASE MANAGEMENT, AND SHELTER SERVICES TO CLACKAMAS COUNTY FAMILIES WHO ARE EXPERIENCING HOMELESSNESS OR AT RISK OF HOMELESSNESS. DURING 2024, ARHS PROVIDED PROGRAMMING TO 85 FAMILIES. PATHWAYS - PATHWAYS IS A STATE-SUPPORTED RENTAL ASSISTANCE PROGRAM THAT PROVIDES CASE MANAGEMENT AND HOUSING SUPPORT FOR INDIVIDUALS LIVING WITH SEVERE AND PERSISTENT MENTAL ILLNESS (SPMI) WHO ARE AT RISK OF OR CURRENTLY EXPERIENCING HOMELESSNESS. THE PATHWAYS PROGRAM SUPPORTS A CASELOAD OF 30 HOUSEHOLDS AT ANY GIVEN TIME. PATHWAYS HAS A STAFF OF 2.0 FTE AND A CONTRACTED PEER SUPPORT POSITION THROUGH MENTAL HEALTH ASSOCIATION OF OREGON (MHAOO). DURING 2024, PATHWAYS PROVIDED PROGRAMMING TO 33 HOUSEHOLDS. 7184221 41409 2355154 RESIDENT SERVICES - NHA LINKS RESIDENTS OF MULTI-FAMILY AND SENIOR PROPERTIES ACROSS THE STATE TO SERVICES THAT KEEP THEM STABLE IN THEIR HOUSING AND CONNECTED TO THEIR COMMUNITY. CORE SERVICES INCLUDE EVICTION PREVENTION, INFORMATION AND REFERRAL, AND ONSITE PROGRAMMING TARGETED TO A SPECIFIC BUILDING'S POPULATION. DURING 2024, RESIDENT SERVICES RESPONDED TO 2,828 REQUESTS FOR SERVICES, AND COORDINATED 697 ONSITE EVENTS FOR NHA RESIDENTS. 93% OF RESIDENTS MAINTAINED OR IMPROVED THEIR HOUSING STABILITY AS A RESULT OF RESIDENT SERVICES INTERVENTIONS. ADDITIONALLY, THE DEPARTMENT CONTINUED AN INDIVIDUAL DEVELOPMENT ACCOUNT (IDA) PROGRAM IN PARTNERSHIP WITH CASA OF OREGON. THIS PROGRAM PROVIDES NHA RESIDENTS WITH A MATCHED SAVINGS ACCOUNT THAT CAN THEN BE USED TO FUND POST-SECONDARY EDUCATION, PURCHASE OF THEIR FIRST HOME, START OF A RETIREMENT SAVINGS ACCOUNT, OR PURCHASE OF A VEHICLE. GROUP HOMES - NHA OWNS AND MANAGES 53 GROUP HOMES WITH A TOTAL OF 238 UNITS ACROSS OREGON. THE GROUP HOMES SERVE INDIVIDUALS LIVING WITH DEVELOPMENTAL DISABILITIES, CHRONIC MENTAL ILLNESS, AND INDIVIDUALS IN RECOVERY. THE HOMES ARE LEASED TO LICENSED CARE PROVIDERS. ASSET MANAGEMENT - NHA PROVIDES ASSET AND PARTNERSHIP MANAGEMENT TO 51 MULTIFAMILY PROPERTIES TOTALING 2,616 UNITS. THE FUNDING AND REGULATORY REQUIREMENTS FOR THESE PROPERTIES INCLUDE LIHTC, HUD 202 & 811, HOME, CDBG, OREGON HOUSING TRUST FUND, AND OTHER SOURCES. THESE PROPERTIES PROVIDE AFFORDABLE HOUSING FOR THE COMMUNITY AND SOME PROPERTIES PROVIDE SPECIALIZED HOUSING FOR INDIVIDUALS WITH CHRONIC MENTAL ILLNESS OR IN RECOVERY FROM ADDICTIONS. OUR ASSET MANAGEMENT INSURES THE FINANCIAL VIABILITY, PHYSICAL LONGEVITY, AND RISK MANAGEMENT OF OUR MULTI-FAMILY ASSETS. ADVOCACY AND PUBLIC POLICY - NHA SEEKS TO ADVANCE THE IMPORTANCE OF AFFORDABLE HOUSING IN THE PUBLIC POLICY SPHERE AND WORKS TO PROMOTE ANTI- RACISM ACROSS ALL ASPECTS OF OUR WORK. 7184221 41409 2355154 19473495 true true true true false false false false false false true false true false true false false true false false false false false false true false false false true true false false false false false false false false true false false false true true false false false true 94 0 true 55 true false false false false false true true false false false false false false false false X 7 7 false false false false false false false true true false false true true true true true true true false false OR X LINDSAY HALLBERG 5036541007 2316 SE WILLARD ST MILWAUKIE OR 97222 TRELL ANDERSON EXECUTIVE DI 40.00 X 179832 0 22860 DESTIN FERDUN REAL ESTATE 40.00 X 172660 0 22729 LINDSAY HALLBERG CHIEF FINANC 40.00 X 170099 0 19310 RAY HACKWORTH COO/ASSET MG 40.00 X 175537 0 17119 NATALIE THOMPSON DIR OF PROGR 40.00 X 161476 0 8429 KRISTIN BARBER DIR OF PHILA 40.00 X 141067 0 37245 MARY BRADSHAW SNR HOUSING 40.00 X 142119 0 14319 ZACHARY SCHROEDER ASSET MANAGM 40.00 X 140320 0 9120 STEVEN PHAN PRESIDENT 4.00 X X 0 0 0 KELSEY HEILMAN VICE PRESIDE 2.00 X X 0 0 0 JAKE KIRSCH SECRETARY 2.00 X X 0 0 0 BARBARA SMITH TREASURER 2.00 X X 0 0 0 ROSETA AKIN DIRECTOR 1.00 X 0 0 0 MELISSA MEADOWS DIRECTOR 1.00 X 0 0 0 VITORIA RAE DIRECTOR 1.00 X 0 0 0 1283110 151131 16 false true false LMC INC 19200 SW TETON AVENUE TUALATIN OR 97062 CONTRACTING 8039722 BREMIK CONSTRUCTION INC 1026 SE STARK STREET PORTLAND OR 97214 CONTRACTING 2451325 SALAZAR ARCHITECT INC 2222 NE OREGON ST SUITE 101 PORTLAND OR 97232 ARCHITECTURAL 533573 LRS ARCHITECTS 720 NW DAVIS ST STE 300 PORTLAND OR 97209 ARCHITECTURAL 245301 DAO ARCHITECTURE LLC 516 SE MORRISON ST SUITE 800 PORTLAND OR 97214 ARCHITECTURAL 165752 12 240792 3082779 4676223 34078 7999794 RENTAL INCOME 531110 7451620 7451620 DEVELOPMENT FEES 531390 3185634 3185634 RESIDENT SERVICE FEES 624100 684917 684917 CONSULTING AND ASSET MGMT 531310 418709 418709 MISCELLANEOUS 900099 159761 159761 11900641 1440550 1016599 423951 21773 -21773 -21773 -21773 49932 240792 58806 -8874 TRUST DEED NOTE FORGIVEN 900099 68378 68378 68378 21378716 12963845 423951 1229348 1229348 586940 440440 52003 94497 4170626 2929789 974146 266691 193808 137292 41802 14714 416955 295368 89932 31655 426321 302003 91952 32366 28360 -31149 2789 13 13 114384 24600 89784 147275 123181 24094 13983 1330 12653 359711 246933 77653 35125 33984 4857 28364 763 50854 35350 10897 4607 37015 35273 1647 95 17332 13836 2647 849 1118441 1079473 27389 11579 2606289 2562436 30822 13031 92295 92295 PROPERTY COSTS - RENTAL 5714411 5714411 NONRECOVERY OF LOANS/COST 3967270 3967270 PROGRAM COSTS 236939 204917 419 31603 FLEET 5479 4720 759 21539673 19473495 1512402 553776 1169186 1043779 4436961 5665951 1683036 1241263 14351211 10434875 810805 36745 570878 828097 105494234 53827488 41446593 51666746 2182089 2414554 4938308 8837142 3051896 3934592 74640963 86103744 1957338 2039600 271885 260055 32272784 41606058 1878266 4096502 36380273 48002215 X 37984878 37220164 275812 881365 38260690 38101529 74640963 86103744 X -160957 1796 X false true X true true true X 4944615 7235902 5572935 3813136 7999794 29566382 4944615 7235902 5572935 3813136 7999794 29566382 29566382 394891 258834 121392 207921 423951 1406989 30973371 26734371 0.95460 0.96160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 3174 3174 21539673 21542847 1000000 250000 836256 1000000 1000000 1000000 3836256 5754384 261 242 6383 3174 10060 209064 250000 250000 250000 959064 1438596 8064130 8064130 90184932 52843147 37341785 3327714 984341 2343373 3917458 3917458 51666746 SUSAN EMMON LP 3585334 F TIGARD SENIOR HOUSING LP 1278460 F CREEKSIDE WOODS LP 1068832 F NHA CAMPUS REDEVELOPMENT LP 787524 F SUNCO, LP 664504 F SENECA TERRACE RENEWAL LP 377069 F VICTORIAN MAYFIELD REVITALIZATION LP 347013 F AUTUMN PARK RENEWAL LP 285245 F OAH LP 195986 F COTTONWOOD II RENEWAL LLC 56667 F COTTONWOOD I RENEWAL LLC 52832 F QUIMBY HOUSING 27953 F GATEWAY HERMISTON AFFORDABLE LP 26546 F IKOI SO TERRACE RENEWAL LP 26509 F ROSELYN RENEWAL LLC 22698 F SPRING HOUSING LP 15347 F SIUSLAW DUNES RENEWAL LP 14614 F SHORE PINES LP 2458 F UPSHUR RENEWAL HOUSING LP 1233 F HAROLD POWELLHURST LP 88 F HOLLYFIELD VILLAGE APT LP 84 F TRILLIUM HOUSE LP 80 F POWELL 686 LP 33 F GRESHAM 710 LP 33 F 8837142 LONG-TERM INTEREST PAYABLE 3875589 FUNDS HELD ON BEHALF OF OTHERS 220913 4096502 HOME SWEET HOME 170916 169132 1784 1605 12899 950 1427 LAKE RUN 119808 71660 48148 5197 1523 35205 290724 240792 49932 6802 12899 2473 36632 58806 -8874 false ASSISTANCE RELATED TO HOU 307 1229348 SCHEDULE I, PAGE 1, PART I, LINE 2 ALL STAFF MEMBERS ARE TRAINED AS TO THE GUIDELINES OF THE FUNDING SOURCES. PROCEDURES ARE IN PLACE TO DOCUMENT CLIENT ELIGIBILITY. AT LEAST TWO APPROVALS ARE ATTAINED FOR EACH ASSISTANCE REQUEST. false false false false false false false false false TRELL ANDERSON EXECUTIVE DIRECTOR 179832 12526 11062 202692 DESTIN FERDUN REAL ESTATE DEV DIR 172660 12018 11439 195389 LINDSAY HALLBERG CHIEF FINANCIAL OFFI 170099 12224 7814 189409 RAY HACKWORTH COO/ASSET MGMT DIR 175537 12433 5414 192656 NATALIE THOMPSON DIR OF PROGRAMS & EQ 161476 9157 169905 KRISTIN BARBER DIR OF PHILANTHROPY 141067 10714 27259 178312 MARY BRADSHAW SNR HOUSING DEVELOPE 142119 10076 4960 156438 X 21073 YARD SALE/RETAIL VALUE X 4 1774 50% OF RETAIL COST X FUND-RAISING 1 11231 false false false FORM 990 - ORGANIZATION'S MISSION NORTHWEST HOUSING ALTERNATIVES (NHA)S MISSION IS TO CREATE OPPORTUNITY THROUGH HOUSING. NHA DEVELOPS, BUILDS, AND MANAGES AFFORDABLE RENTAL HOUSING FOR FAMILIES, SENIORS, AND PEOPLE WITH DISABILITIES ACROSS OREGON. THESE HOMES HELP FAMILIES LIVE HEALTHY AND STABLE LIVES, ALLOW OLDER ADULTS TO AGE IN PLACE, AND GIVE PEOPLE WITH SPECIAL NEEDS A DIGNIFIED RESIDENCE. NHA IS ALWAYS WORKING TO ENHANCE OUR PORTFOLIOS SUSTAINABILITY AND WORKS CLOSELY WITH LOCAL PARTNERS TO DRIVE INNOVATIONS IN OUR FIELD. ALONG WITH PROVIDING AFFORDABLE HOUSING, NHA PROVIDES SERVICES THAT CONNECT RESIDENTS TO CRITICAL HEALTH AND COMMUNITY RESOURCES, WORK TO PREVENT HOMELESSNESS BEFORE IT BEGINS, AND OFFER EMERGENCY SHELTER AND SERVICES FOR FAMILIES EXPERIENCING HOMELESSNESS. FORM 990, PAGE 2, PART III, LINE 4C HOMELESS INTERVENTION SERVICES - THIS DEPARTMENT INCLUDES ANNIE ROSS HOUSING SERVICES AND PATHWAYS. ANNIE ROSS HOUSING SERVICES (ARHS) - ARHS PROVIDES HOUSING NAVIGATION, BARRIERS REMOVAL, RENTAL ASSISTANCE, ONGOING CASE MANAGEMENT, AND SHELTER SERVICES TO CLACKAMAS COUNTY FAMILIES WHO ARE EXPERIENCING HOMELESSNESS OR AT RISK OF HOMELESSNESS. DURING 2024, ARHS PROVIDED PROGRAMMING TO 85 FAMILIES. PATHWAYS - PATHWAYS IS A STATE-SUPPORTED RENTAL ASSISTANCE PROGRAM THAT PROVIDES CASE MANAGEMENT AND HOUSING SUPPORT FOR INDIVIDUALS LIVING WITH SEVERE AND PERSISTENT MENTAL ILLNESS (SPMI) WHO ARE AT RISK OF OR CURRENTLY EXPERIENCING HOMELESSNESS. THE PATHWAYS PROGRAM SUPPORTS A CASELOAD OF 30 HOUSEHOLDS AT ANY GIVEN TIME. PATHWAYS HAS A STAFF OF 2.0 FTE AND A CONTRACTED PEER SUPPORT POSITION THROUGH MENTAL HEALTH ASSOCIATION OF OREGON (MHAOO). DURING 2024, PATHWAYS PROVIDED PROGRAMMING TO 33 HOUSEHOLDS. FORM 990, PAGE 2, PART III, LINE 4D RESIDENT SERVICES - NHA LINKS RESIDENTS OF MULTI-FAMILY AND SENIOR PROPERTIES ACROSS THE STATE TO SERVICES THAT KEEP THEM STABLE IN THEIR HOUSING AND CONNECTED TO THEIR COMMUNITY. CORE SERVICES INCLUDE EVICTION PREVENTION, INFORMATION AND REFERRAL, AND ONSITE PROGRAMMING TARGETED TO A SPECIFIC BUILDING'S POPULATION. DURING 2024, RESIDENT SERVICES RESPONDED TO 2,828 REQUESTS FOR SERVICES, AND COORDINATED 697 ONSITE EVENTS FOR NHA RESIDENTS. 93% OF RESIDENTS MAINTAINED OR IMPROVED THEIR HOUSING STABILITY AS A RESULT OF RESIDENT SERVICES INTERVENTIONS. ADDITIONALLY, THE DEPARTMENT CONTINUED AN INDIVIDUAL DEVELOPMENT ACCOUNT (IDA) PROGRAM IN PARTNERSHIP WITH CASA OF OREGON. THIS PROGRAM PROVIDES NHA RESIDENTS WITH A MATCHED SAVINGS ACCOUNT THAT CAN THEN BE USED TO FUND POST-SECONDARY EDUCATION, PURCHASE OF THEIR FIRST HOME, START OF A RETIREMENT SAVINGS ACCOUNT, OR PURCHASE OF A VEHICLE. GROUP HOMES - NHA OWNS AND MANAGES 53 GROUP HOMES WITH A TOTAL OF 238 UNITS ACROSS OREGON. THE GROUP HOMES SERVE INDIVIDUALS LIVING WITH DEVELOPMENTAL DISABILITIES, CHRONIC MENTAL ILLNESS, AND INDIVIDUALS IN RECOVERY. THE HOMES ARE LEASED TO LICENSED CARE PROVIDERS. ASSET MANAGEMENT - NHA PROVIDES ASSET AND PARTNERSHIP MANAGEMENT TO 51 MULTIFAMILY PROPERTIES TOTALING 2,616 UNITS. THE FUNDING AND REGULATORY REQUIREMENTS FOR THESE PROPERTIES INCLUDE LIHTC, HUD 202 & 811, HOME, CDBG, OREGON HOUSING TRUST FUND, AND OTHER SOURCES. THESE PROPERTIES PROVIDE AFFORDABLE HOUSING FOR THE COMMUNITY AND SOME PROPERTIES PROVIDE SPECIALIZED HOUSING FOR INDIVIDUALS WITH CHRONIC MENTAL ILLNESS OR IN RECOVERY FROM ADDICTIONS. OUR ASSET MANAGEMENT INSURES THE FINANCIAL VIABILITY, PHYSICAL LONGEVITY, AND RISK MANAGEMENT OF OUR MULTI-FAMILY ASSETS. ADVOCACY AND PUBLIC POLICY - NHA SEEKS TO ADVANCE THE IMPORTANCE OF AFFORDABLE HOUSING IN THE PUBLIC POLICY SPHERE AND WORKS TO PROMOTE ANTI- RACISM ACROSS ALL ASPECTS OF OUR WORK. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD REVIEWS A COPY OF THE FORM 990 AND HAS THE OPPORTUNITY FOR QUESTIONS AT A REGULARLY SCHEDULED MEETING, BEFORE THE FORM IS FILED WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THE ANNUAL DISCLOSURE PROCESS OCCURS EACH YEAR AS SOON AS FEASIBLE AFTER THE CLOSE OF THE FISCAL YEAR. BOARD MEMBERS RECEIVE A QUESTIONNAIRE IN THEIR BOARD PACKET AND RETURN IT AT THE NEXT BOARD MEETING. THE QUESTIONNAIRE DISCLOSES VENDORS PROVIDING MORE THAN 50,000 OF CONTRACTED SERVICES TO NHA OR NHA RELATED ENTITIES DURING THE PREVIOUS CALENDAR YEAR. THE QUESTIONNAIRE REQUESTS INFORMATION ON ANY FAMILY OR BUSINESS RELATIONSHIPS THE MEMBER MAY HAVE WITH NHA VENDORS OR WITH OTHER BOARD MEMBERS. SUB-CONTRACTORS ARE NOT INCLUDED IN THIS LIST AS NHA HAS NO ABILITY TO CONTROL THESE CONTRACTS. THE LIST ALSO INCLUDES A SECTION FOR LENDERS COMMITTING MORE THAN 100,000 IN LOANS TO NHA AND/OR NHA RELATED ENTITIES. BOARD MEMBERS' DISCLOSURE STATEMENTS ARE COLLECTED BY THE FINANCE DEPARTMENT. THE FINANCE DEPARTMENT IS RESPONSIBLE FOR GATHERING DOCUMENTATION TO DETERMINE WHETHER THE CONTRACTUAL RELATIONSHIP IS AN ARM'S LENGTH TRANSACTION OR WHETHER THE RELATIONSHIP WAS UNDULY INFLUENCED BY THE MEMBER. THE DOCUMENTATION RESIDES IN THE BOARD OF DIRECTORS FILES MAINTAINED PERMANENTLY BY THE ORGANIZATION AND ORGANIZED BY YEAR. FORM 990, PAGE 6, PART VI, LINE 15A IT IS THE INTENTION OF THE BOARD OF DIRECTORS OF NHA TO PROVIDE FAIR COMPENSATION TO ITS EXECUTIVE DIRECTOR (ED). IN ORDER TO ACCOMPLISH THIS GOAL, THE NHA BOARD HAS ADOPTED A PROCESS FOR REVIEWING THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND FOR DETERMINING FAIR COMPENSATION. PERFORMANCE REVIEW: THE BOARD REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE ANNUALLY. THIS REVIEW USUALLY OCCURS IN THE FALL, BUT MUST OCCUR BEFORE MERIT INCREASES CAN BE DETERMINED. THE REVIEW IS CONDUCTED IN AN EXECUTIVE SESSION. THE REVIEW FORMAT IS AT THE DISCRETION OF THE BOARD CHAIR. DOCUMENTATION OF THE REVIEW IS PREPARED BY THE BOARD CHAIR AND SIGNED BY THE BOARD SECRETARY. THE DOCUMENTATION IS MAINTAINED IN THE EXECUTIVE DIRECTOR'S PERSONNEL FILE. COMPENSATION REVIEW: NHA PARTICIPATES IN AND/OR PURCHASES A NOT-FOR-PROFIT SALARY SURVEY AT LEAST ONCE EVERY 3 YEARS. THIS SURVEY PROVIDES THE BASIS FOR DETERMINATION OF FAIR COMPENSATION TO THE ED. THE BOARD CHAIR REQUESTS THE SALARY SURVEY FROM NHA'S DIRECTOR OF FINANCE AND ADMINISTRATION. THE EXECUTIVE COMMITTEE OF THE BOARD CONSIDERS THESE FACTORS WHEN DETERMINING FAIR COMPENSATION TO THE ED: JOB PERFORMANCE, YEARS OF EXPERIENCE, LENGTH OF SERVICE TO NHA, CHANGES IN THE CONSUMER PRICE INDEX, FINANCIAL HEALTH OF THE ORGANIZATION, AND MARKET COMPENSATION FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATION. COMPENSATION COMPONENTS: EXECUTIVE COMPENSATION AT NHA HAS SEVERAL COMPONENTS WHICH ARE TAKEN INTO CONSIDERATION BY THE BOARD. THESE COMPONENTS ARE HEALTH AND DENTAL BENEFITS, PENSION BENEFITS, BONUSES, LONG-TERM AND SHORT-TERM DISABILITY INSURANCE, AND OTHER BENEFITS PROVIDED TO ALL EMPLOYEES. EXECUTIVE COMPENSATION IS REVIEWED AS A COMPLETE PACKAGE OF COMPENSATION RATHER THAN SALARY ONLY. MANAGEMENT LEVEL COMPENSATION IS DETERMINED BY THE EXECUTIVE DIRECTOR. THE ED USES SALARY MARKET SURVEYS GEARED TOWARDS THE NOT-FOR-PROFIT INDUSTRY, GEOGRAPHIC AREA, AND ORGANIZATIONAL SIZE. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. 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