Form 990 for tax year 2023
Filed by CITIZENS HOUSING & PLANNING ASSOCIATION INC.
Totals
- Total revenue
- $3,421,149
- Total expenses
- $3,748,911
- Contributions and grants received
- $2,371,788
- Grants paid
- $0
- Program service revenue
- $925,082
- Investment income
- $108,579
- Other revenue
- $15,700
- Total assets, end of year
- $5,465,772
- Total liabilities, end of year
- $1,277,834
- Net assets or fund balances, end of year
- $4,187,938
- Program services expenses (Part IX)
- $3,167,990
- Management and general expenses
- $390,185
- Fundraising expenses
- $190,736
- Program service expenses (Part III)
- $3,167,990
Program services were 84.5% 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
$51,733
-
1b · Membership dues
$125,270
-
1e · Government grants (contributions)
$771,256
-
1f · All other contributions, gifts and grants
$1,423,529
-
2a · Program service revenue: CONTRACT FEES
total $610,737 · related or exempt $610,737
-
2b · Program service revenue: CONFERENCE FEES
total $314,345 · related or exempt $314,345
-
3 · Investment income
total $67,386 · excluded $67,386
-
6a · Gross rents
real property $15,700
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $15,700
-
6d · Net rental income or loss
total $15,700 · excluded $15,700
-
7a · Gross sales of assets other than inventory
securities $1,065,053
-
7b · Less cost or other basis and sales expenses
securities $1,023,860
-
7c · Gain or loss
securities $41,193
-
7d · Net gain or loss
total $41,193 · excluded $41,193
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $347,226 · program services $292,478 · management and general $44,560 · fundraising $10,188
-
7 · Other salaries and wages
total $1,429,283 · program services $1,203,928 · management and general $183,419 · fundraising $41,936
-
8 · Pension plan contributions
total $52,406 · program services $44,143 · management and general $6,725 · fundraising $1,538
-
9 · Other employee benefits
total $150,465 · program services $126,742 · management and general $19,309 · fundraising $4,414
-
10 · Payroll taxes
total $135,030 · program services $113,740 · management and general $17,328 · fundraising $3,962
-
11f · Fees: investment management
total $36,735 · management and general $36,735
-
11g · Fees: other
total $1,016,942 · program services $987,448 · management and general $25,934 · fundraising $3,560
-
13 · Office expenses
total $77,119 · program services $54,728 · management and general $21,585 · fundraising $806
-
16 · Occupancy
total $216,562 · program services $189,249 · management and general $24,017 · fundraising $3,296
-
17 · Travel
total $23,676 · program services $23,676
-
19 · Conferences, conventions and meetings
total $210,660 · program services $82,666 · management and general $7,394 · fundraising $120,600
-
23 · Insurance
total $12,157 · program services $10,555 · management and general $1,409 · fundraising $193
-
24a · Other expenses: CLIENT ASSISTANCE
total $25,378 · program services $25,378
-
24b · Other expenses: DUES & SUBSCRIPTIONS
total $8,016 · program services $6,959 · management and general $929 · fundraising $128
-
24c · Other expenses: EQUIPMENT RENTAL/MAINTE
total $7,256 · program services $6,300 · management and general $841 · fundraising $115
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,543,700 · end of year $435,112
-
3 · Pledges and grants receivable
beginning of year $8,675 · end of year $7,000
-
4 · Accounts receivable
beginning of year $425,145 · end of year $459,490
-
9 · Prepaid expenses and deferred charges
beginning of year $45,796 · end of year $56,480
-
11 · Investments: publicly traded securities
beginning of year $2,881,337 · end of year $3,468,072
-
14 · Intangible assets
beginning of year $1,177,722 · end of year $1,025,705
-
15 · Other assets
beginning of year $13,913 · end of year $13,913
-
17 · Accounts payable and accrued expenses
beginning of year $672,749 · end of year $201,423
-
19 · Deferred revenue
end of year $3,000
-
25 · Other liabilities
beginning of year $1,224,729 · end of year $1,073,411
-
27 · Net assets without donor restrictions
beginning of year $3,086,417 · end of year $3,401,805
-
28 · Net assets with donor restrictions
beginning of year $1,112,393 · end of year $786,133
Mission and programs · 2023
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.
Revenue $925,082
-
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 $1,421,557
-
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 $834,375
-
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 $912,058
-
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.
-
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.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Aida FranquizAIDA FRANQUIZ
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Rachana CrowleyRACHANA CROWLEY
CLERK
- Total calculated
- $0
- Hours/week
- 5
-
Andrew DefranzaANDREW DEFRANZA
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Leslie ReidLESLIE REID
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Kenneth WillisKENNETH WILLIS
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Felicia JacquesFELICIA JACQUES
OUTGOING PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Kenan BigbyKENAN BIGBY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Keith FaireyKEITH FAIREY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kelley CroninKELLEY CRONIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Symone CrawfordSYMONE CRAWFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Lizbeth HeyerLIZBETH HEYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Olivia RichardOLIVIA RICHARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Karen FrederickKAREN FREDERICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dr Megan SandelDR MEGAN SANDEL
OUTGOING DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jason KorbJASON KORB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Gloria LeipzigGLORIA LEIPZIG
OUTGOING DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dara KovelDARA KOVEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Angie LiouANGIE LIOU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Andrea AldanaANDREA ALDANA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Amarillys RodriguezAMARILLYS RODRIGUEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer RaittJENNIFER RAITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kathleen McGilvrayKATHLEEN MCGILVRAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Karen WienerKAREN WIENER
CHIEF OPERATING OFFICER
- Total calculated
- $167,448
- From this org
- $143,109
- From related orgs
- $0
- Other
- $24,339
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $143,109
- Bonus
- $0
- Other
- $0
- Deferred
- $7,155
- Nontaxable benefits
- $17,184
- Filer's total
- $167,448
-
Rachel HellerRACHEL HELLER
CHIEF EXECUTIVE OFFICER
- Total calculated
- $179,778
- From this org
- $161,588
- From related orgs
- $0
- Other
- $18,190
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,588
- Bonus
- $0
- Other
- $0
- Deferred
- $8,079
- Nontaxable benefits
- $10,111
- Filer's total
- $179,778
-
Maritza CrossenMARITZA CROSSEN
EXECUTIVE DIRECTOR
- Total calculated
- $144,990
- From this org
- $111,586
- From related orgs
- $0
- Other
- $33,404
- Hours/week
- 40
-
Thomas PlihcikTHOMAS PLIHCIK
NEW LEASE EXEC DIRECTOR
- Total calculated
- $163,333
- From this org
- $128,990
- From related orgs
- $0
- Other
- $34,343
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $128,990
- Bonus
- $0
- Other
- $0
- Deferred
- $6,450
- Nontaxable benefits
- $27,893
- Filer's total
- $163,333
-
Whitney D DemetriusWHITNEY D DEMETRIUS
EXECUTIVE DIRECTOR
- Total calculated
- $111,711
- From this org
- $106,060
- From related orgs
- $0
- Other
- $5,651
- Hours/week
- 40
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
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433209349323718
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