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← HOUSING CALIFORNIA

Form 990 for tax year 2022

Filed by HOUSING CALIFORNIA.

Totals

Total revenue
$4,491,921
Total expenses
$3,225,366
Contributions and grants received
$4,001,326
Grants paid
$525,000
Program service revenue
$484,866
Investment income
$5,729
Other revenue
$0
Total assets, end of year
$4,422,972
Total liabilities, end of year
$407,122
Net assets or fund balances, end of year
$4,015,850
Program services expenses (Part IX)
$2,685,275
Management and general expenses
$470,871
Fundraising expenses
$69,220
Program service expenses (Part III)
$2,685,275

Program services were 83.3% 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

    $60,043

  • 1f · All other contributions, gifts and grants

    $3,941,283

  • 2a · Program service revenue: Conference registrations

    total $484,866 · related or exempt $484,866

  • 3 · Investment income

    total $5,729 · excluded $5,729

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $525,000 · program services $525,000

  • 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 $144,426 · program services $121,426 · management and general $15,000 · fundraising $8,000

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $965,835 · program services $693,157 · management and general $225,678 · fundraising $47,000

  • 8 · Pension plan contributions

    total $27,668 · program services $18,850 · management and general $7,443 · fundraising $1,375

  • 9 · Other employee benefits

    total $77,135 · program services $57,215 · management and general $16,070 · fundraising $3,850

  • 10 · Payroll taxes

    total $85,674 · program services $63,551 · management and general $17,888 · fundraising $4,235

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $14,877 · management and general $14,877

  • 11c · Fees: accounting

    total $42,271 · management and general $42,271

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $475,981 · program services $439,637 · management and general $36,344

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $34,908 · program services $10,704 · management and general $23,924 · fundraising $280

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $71,891 · program services $46,410 · management and general $21,906 · fundraising $3,575

  • 17 · Travel

    total $38,031 · program services $32,517 · management and general $5,514

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $610,981 · program services $610,981

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $7,540 · program services $6,000 · management and general $1,340 · fundraising $200

  • 23 · Insurance

    total $5,533 · program services $3,670 · management and general $1,588 · fundraising $275

  • 24a · Other expenses: Software

    total $25,886 · program services $19,316 · management and general $6,470 · fundraising $100

  • 24b · Other expenses: Dues and subscriptions

    total $21,392 · program services $10,291 · management and general $10,901 · fundraising $200

  • 24c · Other expenses: Staff development and training

    total $20,990 · program services $9,226 · management and general $11,764

  • 24d · Other expenses: Meeting expense

    total $17,400 · program services $16,916 · management and general $484

  • 24e · All other expenses

    total $11,947 · program services $408 · management and general $11,409 · fundraising $130

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $2,122,636 · end of year $2,066,365

  • 3 · Pledges and grants receivable

    beginning of year $450,000 · end of year $1,815,000

  • 4 · Accounts receivable

    beginning of year $1,800 · end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $300,000 · end of year $300,000

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $27,252 · end of year $36,613

  • 10a · Land, buildings and equipment: cost or other basis

    $72,017

  • 10b · Land, buildings and equipment: accumulated depreciation

    $62,280

  • 10c · Land, buildings and equipment, net

    beginning of year $8,778 · end of year $9,737

  • 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 $268,197 · end of year $195,257

  • 17 · Accounts payable and accrued expenses

    beginning of year $152,791 · end of year $151,285

  • 18 · Grants payable

    end of year $50,000

  • 25 · Other liabilities

    beginning of year $276,577 · end of year $205,837

  • 27 · Net assets without donor restrictions

    beginning of year $1,438,824 · end of year $1,168,483

  • 28 · Net assets with donor restrictions

    beginning of year $1,310,471 · end of year $2,847,367

Mission and programs · 2022

Mission

The Organization is based in Sacramento, California, and brings together a diverse, cross-sector network to prevent and end homelessness, increase the supply of safe, stable, affordable homes, and reverse the legacy of racial and economic injustice working to create a California with homes, health, and prosperity for all in thriving, sustainable communities. Housing California works to: shape the narrative on homelessness and housing affordability to speak with a shared voice and vision; build and shift power by cultivating, connecting, and leading statewide, cross-sector coalitions and grassroots networks that center people with lived expertise of housing instability, to advance shared priorities and change the balance of power; and drive transformative, equitable policy change that builds affordable homes, protects low-income renters, ends homelessness, and advances racial equity and economic inclusion.

  • Shifting and Building PowerHousing California builds power through multi-sector coalitions and community organizing networks and believes that many of the greatest opportunities for funding and policy change lie at the intersection of housing and other social issues, including criminal justice, health care, climate change, transportation, education and child welfare. The Organization works diligently to bring non-housing groups into its work, educate them about the role affordable housing and homelessness plays as an aid or hindrance for the goals they are trying to achieve, and engage them as housing justice advocates. Housing California also believes that by developing resident leaders who have historically been excluded from decision-making tables, providing a mutual and respectful space for action, and uniting resident leaders with non-profit housing developers and service providers, a powerful and influential force can be created for housing justice in California. The Organization plays a key role in uniting cross-sector partners and resident leaders through coalitions and networks to learn from each other and identify actions to heal historically broken relationships and collectively advance broader social equity and environmental justice solutions, including poverty, climate change, health, displacement, homelessness and incarceration. Activities aimed at shifting and building power during 2022 included: Continued to deepen resident organizing and leadership. Residents United Network members with experience of housing instability and homelessness served as an essential part of the advocacy on numerous priority bills in 2022 via virtual lobby days, testifying en masse at hearings, and emailing/calling legislators. Brought together 1,700 cross-sector leaders in person and virtually during Housing Californias first ever Hybrid Conference in April 2022, to network, learn from successes, and move collectively toward new ways of thinking, doing business, and achieving results as the Organization collectively works to create a California with homes, health, and prosperity for all in thriving, sustainable communities. Strengthened coalitions and partnerships that Housing California leads or is engaged in, including Bring California Home and Stable Homes, and initiated a new cross sector budget advocacy coalition, all of which will be critical in advancing the Roadmap Home 2030.

    Expenses $1,277,760 · Grants $275,000

  • Changing PolicyIn partnership with the California Housing Partnership (CHP) and the California Budget and Policy Center, Housing California launched the Roadmap Home 2030. The Roadmap Home represents the priorities and commitment of more than forty multi-sector partners and organizations with a proven record of creating affordable housing, fighting homelessness, and advancing tenants rights - all accomplished through a racial equity lens. The Roadmap Home 2030 is a ten-year plan that includes a comprehensive package of fifty-seven evidence-based statewide and federal policy solutions.Accomplishments during 2022 on the Roadmap Home 2030 included:Released a package of thirteen Roadmap Home policy priorities which were advanced through advocacy, email action alerts, targeted social media, earned media, and events. The network of organizations committed to supporting the vision and goals for the Roadmap Home grew by securing endorsements and media coverage, expanding the Roadmaps social media presence, and educating key partners and policymakers about the campaign via events and meetings. The Roadmap was aligned with other state and federal housing campaigns including the National Low Income Housing Coalitions HoUSed Campaign and the Corporation for Supportive Housings statewide gaps and needs analysis. The Roadmap Home 2030 will be updated in 2023 and beyond to include new policies and areas of focus. Other 2022 policy accomplishments included:Advocated for, and helped secure, a $5 billion investment in affordable housing and homelessness resources, including new funding to address homelessness, develop and preserve affordable rental homes, and provide for shared-appreciation loans to help low and moderate-income families achieve home ownership. Housing California sponsored ten bills and supported thirty-seven bills during the legislative session. As a result of coordinated advocacy, the Governor signed several bills into law including: A constitutional amendment to the 2024 ballot that would lower the voter threshold for affordable housing development. Streamline development of affordable housing on commercially zoned property with strong labor provisions. A further density bonus for affordable housing developments in high quality transit areas. Efficiency and accountability in government to better capture data on housing production for extremely low-income Californians. Help for specific groups of Californians uniquely impacted by the housing crisis. Protect those experiencing homelessness and improve the homeless response system.Housing California engaged in numerous advocacy efforts advising the California Governor and his administration to ensure equitable implementation of key affordable housing and homelessness policies and programs. This included: Strengthening relationships with administrative leaders from Business, Consumer Services and Housing Agency, Homeless Coordinating and Financing Council, the Department of Housing and Community Development (HCD), and the California Housing Finance Agency. These growing relationships have positioned Housing California to act as an advisor in shaping ongoing policy work and equitable (both demographically and geographically) development of guidelines for, and implementation of, existing and emerging programs. Providing feedback based on the experience of providers to the California Department of Social Services around their new release of funding for the Housing Support Program, Bringing Families Home Program, Housing and Disability Advocacy Program, and Home Safe Program. Participation in the launch of a new effort by the Department of Housing and Community Development that aims to develop a comprehensive policy framework for Affirmatively Furthering Fair Housing in California. Through a series of stakeholder engagement sessions, the Opportunity Framework project will consider topics such as community development strategies and preventing displacement of low-income residents in gentrifying neighborhoods. The lessons learned will inform HCDs plans to update Tax Credit Allocation Committee and HCD Opportunity Maps and create online tools that support the policy framework.Housing California also supported the federal policy agenda of our national partners, the National Low Income Housing Coalition and the National Alliance to End Homelessness, through social media posts, sign-on letters, and advocacy meetings to ensure that the needs of low income Californians were heard during federal policymaking processes.

    Expenses $849,363

  • Shaping the NarrativeHousing and homelessness are tremendously complex topics, making it difficult to craft a comprehensive message. Housing California must work to shift Californias housing and homelessness dominant narrative from a problem-focused, individual blame frame to a solutions-oriented, societal change frame in order to advocate more effectively for bold systems change solutions that create homes, health, and prosperity for all. Housing California must convey the various ways that housing and homelessness policy can deliver tangible public benefits, thereby increasing public demand for change in order to advocate more effectively for progressive affordable housing and homelessness policy changes.Activities aimed at shaping a new narrative during 2022 included: Established the position of Narrative and Strategic Communications Director to help provide leadership for and guide this component of Housing Californias work. Served as a leading voice on affordable housing and homelessness in the California capitol and statewide by securing ten radio and print media placements, as well as gained hundreds of email and social media subscribers and followers; and presenting at numerous convenings. Activated Housing Californias base of supporters via email and social media messaging, often amplified by partners and advocates, through which followers signed petitions, contacted elected officials, and expressed public support for our policy priorities. Increased statewide narrative change capacity to advocate more effectively for progressive affordable housing and homelessness policy and systems change. Launched a new health and housing narrative initiative with TheCaseMade to pilot how to most effectively create and advance aligned narratives that cross-sector partners can support to help advance the vision and goals of the Roadmap Home. Served as a statewide partner for the Chan Zuckerberg Initiative to conduct a social media randomized control trial to develop, field, and test the impact of statewide narrative frames and messages on a variety of persuasion and engagement outcomes.The Organizations primary means of communication include its website www.housingca.org, newsletter (9,476 subscribers), Facebook (3,562 followers), and Twitter (6,714 followers). Roadmap Home 2030: newsletter (3,783 subscribers), Facebook (5,700 followers), Twitter (7,370 followers).

    Expenses $558,152 · Grants $250,000

As filed on the 2022 return.

Listed in Part VII

  • Lisa Hershey

    Executive Dir.

    Total calculated
    $102,547
    From this org
    $102,547
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Chione Lucina Muoz Flegal

    Executive Dir.

    Total calculated
    $41,879
    From this org
    $41,879
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Roberto Jimenez

    Secretary

    Total calculated
    $0
    Hours/week
    2
  • Bill Pickel

    Director

    Total calculated
    $0
    Hours/week
    2
  • Lucia Choi

    Director

    Total calculated
    $0
    Hours/week
    2
  • Michael Duarte

    Director

    Total calculated
    $0
    Hours/week
    2
  • David Howden

    President

    Total calculated
    $0
    Hours/week
    2
  • Abram Diaz

    Director

    Total calculated
    $0
    Hours/week
    2
  • Rochelle Mills

    Director

    Total calculated
    $0
    Hours/week
    2
  • Alex Russell

    Director

    Total calculated
    $0
    Hours/week
    2
  • Margot Kushel

    Director

    Total calculated
    $0
    Hours/week
    2
  • Kendra Noel Lewis

    Director

    Total calculated
    $0
    Hours/week
    2
  • Sochiata Vutthy

    Director

    Total calculated
    $0
    Hours/week
    2
  • Marianne Lim

    Director

    Total calculated
    $0
    Hours/week
    2
  • Lisa Motoyama

    Treasurer

    Total calculated
    $0
    Hours/week
    2
  • Kendra Roberts

    Vice President

    Total calculated
    $0
    Hours/week
    2
  • Monica Sousa

    Director

    Total calculated
    $0
    Hours/week
    2
  • Joyce Roberts

    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.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
21 June 2023
IRS schema version
2022v5.0
Source object
202331729349301213

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