Form 990 for tax year 2023
Filed by HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY.
Totals
- Total revenue
- $558,924
- Total expenses
- $436,626
- Contributions and grants received
- $541,647
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $201
- Other revenue
- $17,076
- Total assets, end of year
- $1,341,492
- Total liabilities, end of year
- $51,389
- Net assets or fund balances, end of year
- $1,290,103
- Program services expenses (Part IX)
- $231,816
- Management and general expenses
- $120,274
- Fundraising expenses
- $84,536
- Program service expenses (Part III)
- $231,816
Program services were 53.1% 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.
-
1b · Membership dues
$12,340
-
1c · Fundraising events
$86,750
-
1f · All other contributions, gifts and grants
$442,557
-
3 · Investment income
total $201 · excluded $201
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $3,575
-
6c · Rental income or loss
real property $3,575
-
6d · Net rental income or loss
total $3,575 · related or exempt $3,575
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$4,850
-
8a · Fundraising events: contributions included on line 1c
$86,750
-
8c · Net income from fundraising events
total $4,850
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Reimbursed Expenses
total $8,651 · related or exempt $8,651
-
11e · Other revenue, total
$8,651
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $70,969 · program services $23,656 · management and general $23,657 · fundraising $23,656
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $241,295 · program services $149,150 · management and general $43,209 · fundraising $48,936
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $24,811 · program services $12,533 · management and general $7,664 · fundraising $4,614
-
10 · Payroll taxes
total $23,565 · program services $13,131 · management and general $4,995 · fundraising $5,439
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $15,607 · management and general $15,607
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $2,955 · program services $2,209 · management and general $541 · fundraising $205
-
12 · Advertising and promotion
total $8,328 · program services $6,882 · management and general $496 · fundraising $950
-
13 · Office expenses
total $4,048 · program services $341 · management and general $2,971 · fundraising $736
-
14 · Information technology
total $1,321 · program services $339 · management and general $982
-
15 · Royalties
total $0
-
16 · Occupancy
total $6,362 · management and general $6,362
-
17 · Travel
total $2,719 · program services $1,902 · management and general $817
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $1,063 · management and general $1,063
-
23 · Insurance
total $2,814 · management and general $2,814
-
24a · Other expenses: Meeting Expense
total $8,531 · program services $8,072 · management and general $459
-
24b · Other expenses: Meals & Entertainment
total $7,647 · program services $6,345 · management and general $1,302
-
24c · Other expenses: Workshops/Conferences/Training
total $5,595 · program services $5,056 · management and general $539
-
24d · Other expenses: Communications
total $3,229 · program services $1,200 · management and general $2,029
-
24e · All other expenses
total $5,767 · program services $1,000 · management and general $4,767
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $515,138 · end of year $537,629
-
2 · Savings and temporary cash investments
beginning of year $387,867 · end of year $494,035
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $302,710 · end of year $220,318
-
5 · Loans and receivables from officers and key people
end of year $4,490
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $72,200
-
10a · Land, buildings and equipment: cost or other basis
$26,887
-
10b · Land, buildings and equipment: accumulated depreciation
$14,067
-
10c · Land, buildings and equipment, net
end of year $12,820
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $5,000 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $5,635 · end of year $5,972
-
25 · Other liabilities
beginning of year $38,738 · end of year $45,417
-
27 · Net assets without donor restrictions
beginning of year $671,968 · end of year $922,603
-
28 · Net assets with donor restrictions
beginning of year $494,374 · end of year $367,500
Mission and programs · 2023
Mission
To work with communities and their leaders to produce and preserve quality affordable homes.
-
PROGRAM: HOUSING EDUCATION HLC hosts two significant annual educational events: Housing LeadershipDay and Affordable Housing Month.Housing Leadership Day (HLD) is an annual education event held in thefall. In fall of 2023, we met at CZI's community space with sixworkshops facilitated by HLC leaders, where attendees learned about thecomplex dimensions of producing, preserving, and protecting affordablehomes. Over 200 attendees came together to learn about the regional housing bond, teacher housing, and hear from lyrical opposition. the keynote speaker was Tomiquia Moss, All Home Executive Director and current Business, Consumer Services and Housing Agency Secretary for the State of California.
Expenses $115,908
-
PROGRAM: KEY ACHIEVEMENTS AND OUTCOMES Endorsement Committee: HLC endorsed 398 homes July through December 2023. 100% were approved by their respective jurisdictions. Out of the approved homes, 48 or 12% are affordable. In the same time frame, HLC has closely tracked and advocated for 1,625 previously endorsed homes, of which 404, or 33% are affordable.Public Land for Public Good: Public land continues to be a critical strategy for affordable housing on the peninsula due to high land and construction costs. Of the 2,700 affordable homes HLC has endorsed over the last three years, over half, or about 1,400, are on public land. School districts throughout the peninsula are in various stages of planning for more homes, and cities are committing to publicly owned sites in their housing elements. strategies to improve access to public land will continue to be a priority for HLC.HOUSING ELEMENT: HLC continues to work with communities on their housing plans by providing specific, actionable feedback to jurisdictions as they finalize updates to their housing elements. The state department of Housing and Community Development continues to reference HLCs letters and conversations in every review letter they send to cities. Our housing element work changed policies at the root cause of the housing crisis. As a result of advocacy by HLC and our coalition partners, cities across San Mateo County have committed to implement over 100 new meaningful policies to promote affordable homes and protect tenants. Across the County, cities are dedicating over 20 acres of public land for affordable homes; rezoning for tens of thousands of new homes; and implementing a range of new tenant protections. In order to help jurisdictions follow through on their policy commitments, and to support our local partners as they set priorities for housing element advocacy, HLC created a policy tracking guide that lists deadlines and deliverables for every high-impact policy described in housing elements throughout San Mateo County. The tracker enables us to proactively enforce the law and set the media narrative, such as when HCD decertified Portola Valley for missing a rezoning deadlinewhich led to coverage first by the Almanac News, then the Mercury News and SF Chronicle, stories that all quote HLC staff and have inspired other cities to remain in compliance by keeping up with their policy deadlines. The housing element update process also enabled countywide coalition building through the County Housing Element campaign, a collaborative effort led by HLC, Housing Choices, Greenbelt Alliance, and United Way Bay Area. The campaign made us accountable to organizations at every level of the County, incorporated and unincorporated, big cities, small cities, and everything in between. Our County Housing Element campaign allowed HLC to focus on some of San Mateo Countys highest need, most underserved groups, which made our coalition broadly appealing. As described in a May 2024 campaign retrospective report, our coalition grew from nothing to 15 organizations between November 2022 and July 2023. Participants include unincorporated County community groups North Fair Oaks Community Alliance and Puente de la Costa Sur; local city-based groups Pacifica Housing for All, Menlo Together, and One San Mateo; regional groups like Peninsula for Everyone and All Home; non-housing groups such as Silicon Valley Bicycle Coalition and Build Up San Mateo County; and groups serving the disabled and homeless, including the Center for Independence of Individuals with Disabilities and Housing Choices. As a result of our advocacy, the County's housing element now includes concrete plans for farmworker housing, policies specifically incentivizing housing for the intellectually and developmentally disabled community, and major rezones in transit-oriented areas. The County Campaign also provided a space to organize around other County-level issues, including just cause for eviction tenant protections, Measure K sales tax funding allocations, and improved regulations of homeless encampments. Without the opportunity created by the County housing element, no Countywide coalition would have been in place to bring a housing justice lens to these issues.
Expenses $115,908
As filed on the 2023 return.
Listed in Part VII
-
Evelyn StiversEVELYN STIVERS
Executive Dir.
- Total calculated
- $70,969
- From this org
- $65,000
- From related orgs
- $0
- Other
- $5,969
- Hours/week
- 40
-
Kalimah SalahuddinKALIMAH SALAHUDDIN
President
- Total calculated
- $0
- Hours/week
- 1
-
Rick BonillaRICK BONILLA
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Marc GarciaMARC GARCIA
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Nadine MakkiNADINE MAKKI
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Nathan ChanNATHAN CHAN
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Rudy EspinosaRUDY ESPINOSA
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Fiona HsuFIONA HSU
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Florence HsuehFLORENCE HSUEH
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Meg McGraw-SchererMEG MCGRAW-SCHERER
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Keith OgdenKEITH OGDEN
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Paul RingPAUL RING
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Belen SearaBELEN SEARA
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Tami StraussTAMI STRAUSS
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
John TastorJOHN TASTOR
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Elaine UangELAINE UANG
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Raymond HodgeRAYMOND HODGE
Bd M-Ex Officio
- Total calculated
- $0
- Hours/week
- 1
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402489349301490
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