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Nonprofiteer
← CITIZENS HOUSING & PLANNING ASSOCIATION INC

Form 990 for tax year 2022

Filed by CITIZENS HOUSING & PLANNING ASSOCIATION INC.

Totals

Total revenue
$3,776,012
Total expenses
$4,474,521
Contributions and grants received
$2,990,525
Grants paid
$0
Program service revenue
$631,260
Investment income
$138,687
Other revenue
$15,540
Total assets, end of year
$6,096,288
Total liabilities, end of year
$1,897,478
Net assets or fund balances, end of year
$4,198,810
Program services expenses (Part IX)
$4,003,710
Management and general expenses
$310,622
Fundraising expenses
$160,189
Program service expenses (Part III)
$4,003,710

Program services were 89.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $33,823

  • 1b · Membership dues

    $87,695

  • 1e · Government grants (contributions)

    $1,154,579

  • 1f · All other contributions, gifts and grants

    $1,714,428

  • 2a · Program service revenue: CONTRACT FEES

    total $381,540 · related or exempt $381,540

  • 2b · Program service revenue: CONFERENCE FEES

    total $249,720 · related or exempt $249,720

  • 3 · Investment income

    total $53,189 · excluded $53,189

  • 6a · Gross rents

    real property $15,540

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $15,540

  • 6d · Net rental income or loss

    total $15,540 · excluded $15,540

  • 7a · Gross sales of assets other than inventory

    securities $679,175

  • 7b · Less cost or other basis and sales expenses

    securities $593,677

  • 7c · Gain or loss

    securities $85,498

  • 7d · Net gain or loss

    total $85,498 · excluded $85,498

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $304,778 · program services $262,003 · management and general $35,292 · fundraising $7,483

  • 7 · Other salaries and wages

    total $1,327,180 · program services $1,140,911 · management and general $153,685 · fundraising $32,584

  • 8 · Pension plan contributions

    total $47,527 · program services $40,857 · management and general $5,503 · fundraising $1,167

  • 9 · Other employee benefits

    total $110,862 · program services $95,303 · management and general $12,838 · fundraising $2,721

  • 10 · Payroll taxes

    total $119,541 · program services $102,765 · management and general $13,843 · fundraising $2,933

  • 11c · Fees: accounting

    total $90,418 · program services $76,533 · management and general $13,885

  • 11f · Fees: investment management

    total $37,444 · management and general $37,444

  • 11g · Fees: other

    total $1,940,032 · program services $1,937,665 · fundraising $2,367

  • 13 · Office expenses

    total $56,143 · program services $39,358 · management and general $16,228 · fundraising $557

  • 16 · Occupancy

    total $209,656 · program services $187,939 · management and general $18,554 · fundraising $3,163

  • 17 · Travel

    total $8,350 · program services $8,350

  • 19 · Conferences, conventions and meetings

    total $181,303 · program services $73,527 · management and general $969 · fundraising $106,807

  • 23 · Insurance

    total $13,532 · program services $12,065 · management and general $1,253 · fundraising $214

  • 24a · Other expenses: CLIENT ASSISTANCE

    total $15,576 · program services $15,576

  • 24b · Other expenses: EQUIPMENT RENTAL/MAINTE

    total $6,820 · program services $6,080 · management and general $632 · fundraising $108

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $5,359 · program services $4,778 · management and general $496 · fundraising $85

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,978,907 · end of year $1,543,700

  • 3 · Pledges and grants receivable

    beginning of year $45,302 · end of year $8,675

  • 4 · Accounts receivable

    beginning of year $240,915 · end of year $425,145

  • 9 · Prepaid expenses and deferred charges

    beginning of year $41,872 · end of year $45,796

  • 11 · Investments: publicly traded securities

    beginning of year $3,395,794 · end of year $2,881,337

  • 14 · Intangible assets

    end of year $1,177,722

  • 15 · Other assets

    beginning of year $13,913 · end of year $13,913

  • 17 · Accounts payable and accrued expenses

    beginning of year $161,040 · end of year $672,749

  • 19 · Deferred revenue

    beginning of year $43,131

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,224,729

  • 27 · Net assets without donor restrictions

    beginning of year $4,039,239 · end of year $3,086,417

  • 28 · Net assets with donor restrictions

    beginning of year $1,473,293 · end of year $1,112,393

Mission and programs · 2022

Mission

THE ORGANIZATION'S MISSION IS EDUCATION & TRAINING IN PROGRAMS FOR HOUSING AFFORDABILITY.

  • HOUSING NAVIGATOR - CHAPA SERVES AS THE FISCAL SPONSOR FOR HOUSING NAVIGATOR (HN). HN OFFERS TOOLS AND INFORMATION ABOUT AFFORDABLE RENTAL HOUSING FOR ANYONE THROUGHOUT MASSACHUSETTS.

    Expenses $1,223,337

  • HOUSING COUNSELING AND EDUCATION PROGRAMS - CHAPA MANAGES SEVERAL PROGRAMS TO INCREASE HOMEOWNERSHIP OPPORTUNITIES FOR LOW INCOME HOUSEHOLDS. THESE INCLUDE: A HOMEOWNERSHIP COUNSELING GRANT PROGRAM UNDER A CONTRACT WITH THE U.S. DEPARTMENT OF HOUSING URBAN DEVELOPMENT (HUD) AND THE MASSACHUSETTS HOMEOWNERSHIP COLLABORATIVE, WHICH PROVIDES TECHNICAL ASSISTANCE AND TRAINING TO HOME BUYER COUNSELING AGENCIES.

    Expenses $1,239,656 · Revenue $249,720

  • RESEARCH ADVOCACY AND COALITION BUILDING - CHAPA WORKS TO INCREASE RESOURCES AND PROGRAMS FOR AFFORDABLE HOUSING ON THE STATE AND FEDERAL LEVELS. THE ORGANIZATION WORKS COLLABORATIVELY WITH DIVERSE GROUPS OF INDIVIDUALS CONCERNED WITH HOUSING AND COMMUNITY DEVELOPMENT. UNDER THIS PROGRAM AREA, CHAPA MANAGES THE NEW ENGLAND NETWORK, WHICH BRINGS TOGETHER HOUSING ADVOCATES FROM ALL SIX NEW ENGLAND STATES.

    Expenses $686,267

  • MASSACCESS REGISTRY - FUNDED BY MASSACHUSETTS REHABILITATION COMMISSION AND MANAGED BY CHAPA, THE MASSACHUSETTS ACCESSIBLE HOUSING REGISTRY IS A DATABASE OF ACCESSIBLE UNITS THROUGHOUT MASSACHUSETTS THAT HELPS TO MATCH PEOPLE WITH DISABILITIES WITH VACANT APARTMENTS.

    Expenses $78,306

  • NEW LEASE FOR HOMELESS FAMILIES - CHAPA SERVES AS THE FISCAL SPONSOR FOR NEW LEASE FOR HOMELESS FAMILIES (NL). THE NL PROGRAM WORKS COLLABORATIVELY WITH STATE AGENCIES, QUASI-PUBLIC ORGANIZATIONS, AFFORDABLE HOUSING PROVIDERS AND NONPROFIT ORGANIZATIONS TO REDUCE HOMELESSNESS IN THE COMMONWEALTH OF MASSACHUSETTS.

    Expenses $487,275

  • TRAINING AND EDUCATION - CHAPA ACTS AS AN INFORMATION CLEARINGHOUSE FOR THE AFFORDABLE HOUSING AND PLANNING COMMUNITY. THE ORGANIZATION MAINTAINS A WEB PAGE WITH MONTHLY UPDATES AND SENDS OUT REGULAR NEWSLETTERS WITH UPDATES ON STATE AND FEDERAL HOUSING POLICY. THE ORGANIZATION ALSO HOLDS CONFERENCES AND FORUMS TO KEEP AFFORDABLE HOUSING STAKEHOLDERS INFORMED OF NEW PROGRAMS, DEVELOPMENTS AND/OR CHANGES IN PUBLIC POLICIES.

    Expenses $288,869 · Revenue $381,540

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • RACHEL HELLER

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $161,331
    From this org
    $138,554
    From related orgs
    $0
    Other
    $22,777
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,554
    Bonus
    $0
    Other
    $0
    Deferred
    $7,300
    Nontaxable benefits
    $15,477
    Filer's total
    $161,331

  • THOMAS PLIHCIK

    NEW LEASE EXEC DIRECTOR

    Total calculated
    $135,822
    From this org
    $127,486
    From related orgs
    $0
    Other
    $8,336
    Hours/week
    40

  • KAREN WIENER

    CHIEF OPERATING OFFICER

    Total calculated
    $143,447
    From this org
    $122,961
    From related orgs
    $0
    Other
    $20,486
    Hours/week
    40

  • FELICIA JACQUES

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • ANDREW DEFRANZA

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • LESLIE REID

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • AIDA FRANQUIZ

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • RACHANA CROWLEY

    CLERK

    Total calculated
    $0
    Hours/week
    5

  • AMARILLYS RODRIGUEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ANDREA ALDANA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ANGIE LIOU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DARA KOVEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DR MEGAN SANDEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • GLORIA LEIPZIG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JASON KORB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KAREN FREDERICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KATHLEEN MCGILVRAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KEITH FAIREY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KENAN BIGBY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LIZBETH HEYER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • OLIVIA RICHARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SYMONE CRAWFORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KENNETH WILLIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
25 October 2023
IRS schema version
2022v5.0
Source object
202302989349300220

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