Form 990 for tax year 2022

Totals

Total revenue

$1,263,191

Total expenses

$407,366

Contributions and grants received

$1,253,304

Grants paid

$0

Program service revenue

$5,000

Investment income

$982

Other revenue

$3,905

Total assets, end of year

$2,968,364

Total liabilities, end of year

$0

Net assets or fund balances, end of year

$2,968,364

Program services expenses (Part IX)

$314,972

Management and general expenses

$52,637

Fundraising expenses

$39,757

Program service expenses (Part III)

$314,972

Program services were 77.3% 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.

Mission and programs · 2022

• The Kennedy Commission strives to increase equitable and affordable housing opportunities for Orange Countys lowest income families and workers. The Commissions goals are: 1) to implement policies and ordinances in each County jurisdiction that encourage affordable housing production; 2) to increase financial resources available for the production of affordable housing; 3) to increase public awareness of the need for and benefits of affordable housing; and 4) to increase public participation in the support of affordable housing production and land-use reform throughout the County. 5) Ensure that public land and local citys land use and housing investments equitably address the need to increase affordable housing for lower income households. The following summarizes the accomplishments of the Commissions staff and volunteers in 2022: I.Implemented Favorable Policies .Collaborated with community partners to provide comments and recommendations on land use and housing policies to all cities in Orange County in the development of their Housing Elements.- Collaborated with community partners, residents and the County of Orange to develop Health and Housing priorities and interventions to address affordable housing and homelessness. - Worked to strengthen and implement the CA Surplus Land Act to ensure that it prioritizes the development of affordable housing on public lands. Ex. Anaheim Surplus and Stadium Lands, Tustin Legacy and Willowick in Garden Grove.. Provided testimony and education on various affordable housing and land use reform policies and homelessness at State Assembly and Senate Committees, Orange County Board of Supervisors, and various city planning commissions and city councils.. Developed best practices and model Affordable Housing policies for use and implementation in Orange County cities.- Worked with key cities to develop and implement affordable housing tools and policies in their jurisdictions.- Worked with land use and housing policies to improve health and equity to build a living healthy environment.- Organized community support for the inclusion of affordable housing in Anaheim, Buena Park, Costa Mesa, Fullerton, Garden Grove, Huntington Beach, Irvine, Lake Forest, Mission Viejo, Newport Beach, Santa Ana, Tustin, Laguna Niguel, San Clemente and Laguna Beach.- Worked with County of Orange on affordable housing commitments and addressing the homelessness crisis in Orange County and Mental Health Services Act funding for AH and PSH. . Monitored City of Santa Ana Specific Plans and General Plan implementation, Huntington Beach-Edinger Corridor Specific Plan, Westminster Beach Corridor, Laguna Specific Plan, Tustin Market Place, Tustin District Specific Plan, Savy Ranch, Platinum Triangle, Anaheim Housing Opportunities residential overlays and Stantons Tina Pacific Neighborhood and Garden Grove Surplus Land. - Partnered to promote affordable housing policies and developments in all OC cities.. Participated in local, regional and statewide housing policy groups, boards and committees to increase knowledge and awareness of affordable housing solutions.. Worked on the education and best practices of Housing Elements, affordable housing and homelessness solutions, inclusionary zoning and density bonus ordinances in Orange County cities. II.Increased Financial Resources. Organized community analysis and response to annual State regulatory and finance housing programs(Supporting investments in balanced community and extremely low-income family priorities). . Coordinated with statewide housing organizations and advocates on new statewide funding sources for affordable homes. i.e., budget allocation, State Tax Credits and AH Tax Credits for affordable housing and federal funding.- Collaborated with local cities in Orange County and state government on the use of housing funds, assets and surplus properties, regional planning funds, Mental Health Services Act funds, sustainable communities funding and federal housing funds.- Collaborated with Orange County Housing Trust and the OC Finance Trust to help address affordable, permanent supportive housing finance gaps, and explore alternative housing funding.- Worked to prioritize public lands to be used as local contributions to leverage affordable housing funds and grants from the state. - Worked on initial analysis and research of Orange County Housing Bond to increase affordable housing funding.III.Increased Public Awareness- Continued the 2021-29 Housing Element Campaign to educate and engage local community members and partners to advocate for effective and equitable Housing Plans in all OC cities.- Created community engagement and capacity trainings on affordable housing policies and programs.- Expanded educational and communication tools including the updating of our website (www.kennedycommission.org) and e-mail contact list of over 2,500 persons and organizations.- Developed and circulated monthly e-mail notices of community meetings and actions to over 2,500 persons and organizations.- Conducted monthly general membership meetings and workshops (with average attendance of 45 persons). Meeting topics included housing impacts on economy, local housing plans, mixed-use development, state budget, housing finance, local housing production, state and federal legislative updates.- Hosted the annual OC Lenders and Investors Forum that was attended by over 80 housing professionals and community members. - Housing Element Campaign 2021-29 to development and implement Orange Countys 2021-29 Housing Plans for each OC city. - Collaborated with community partners to increase awareness of Covid vaccines and the connections between health and housing. IV.Increased Community Participation- Organized community analysis and response to local and state housing policies for implementation in the housing elements, land use and housing projects. Successes included the continued capacity building and formation of resident coalitions in Anaheim, Costa Mesa, Mission Viejo, Buena Park, County of Orange, Laguna Hills and in Santa Ana to be engaged in the review of proposed developments and land use decisions. - We also obtained commitments from all Orange County cities to implement stronger affordable housing policies and to review and mitigate barriers such as lack of local housing subsidy, availability of affordable housing sites and land use and zoning constraints (Focus was placed on Anaheim, Fullerton, Fountain Valley, Tustin, Huntington Beach, Irvine, Mission Viejo, Orange, Westminster, and Santa Ana).- Coordinated community member support and education of proposed affordable housing developments and reuse of public lands for affordable housing in the cities of Anaheim, Buena Park, Costa Mesa, Fullerton, Huntington Beach, Irvine, Laguna Niguel, Mission Viejo, Newport Beach, Orange, San Clemente, Santa Ana, Tustin, Westminster, and Yorba Linda.- Developed and supported resident led working groups in each Orange County city to engage in evaluation, recommendations and implementation of affordable housing policies and programs in each OC city. - Worked with 50 low-income residents that are impacted by the affordable housing crisis in OC to build their capacity and skills to advocate for more affordable and equitable housing options. - Built capacity of partner organizations and residents to engage in affordable housing advocacy.

  Expenses $314,972 · Grants $5,000

As filed on the 2022 return.

Listed in Part VII

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

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

6 October 2023

IRS schema version

2022v5.0

Source object

202332829349301463

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