2016-09-15T15:42:26-05:00 2016-06-30 042734675 DANIEL DENNIS & COMPANY LLP 990 WASHINGTON STREET STE 308A DEDHAM MA 02026 990 2015-07-01 042775991 METROPOLITAN BOSTON HOUSING PARTNERSHIP INC METR 6178590400 125 LINCOLN STREET 5TH FLOOR BOSTON MA 021112503 ANNE ROUSSEAU TREASURER AND CFO 6174256780 2016-09-13 DANIEL DENNIS COMPANY LLP P01794716 6172629898 2016-09-06 2015 2017-02-10 21:41:12Z ANNE ROUSSEAU 125 LINCOLN STREET BOSTON MA 02111 136905667 0 X WWW.MBHP.ORG X 1983 MA OUR MISSION IS TO ENSURE THAT THE REGION'S LOW AND MODERATE INCOME INDIVIDUALS AND FAMILIES HAVE CHOICE AND MOBILITY IN FINDING AND RETAINING DECENT AFFORDABLE HOUSING; ALL OF OUR PROGRAMS AND INITIATIVES ARE DESIGNED TO ENCOURAGE HOUSING STABILITY, INCREASE ECONOMIC SELF-SUFFICIENCY, AND ENHANCE QUALITY OF THE LIVES OF THOSE WE SERVE. TO ACHIEVE OUR MISSION AND TO PROMOTE EFFICIENT SERVICE DELIVERY, WE WORK COLLABORATIVELY WITH A BROAD ARRAY OF SERVICE PROVIDERS AND NEIGHBORHOOD-BASED ORGANIZATIONS. 19 19 155 0 0 0 873201 1622341 128848931 135207460 52667 75866 0 0 129774799 136905667 0 0 0 0 8545417 9123486 56250 0 551210 120959565 126321470 129561232 135444956 213567 1460711 27247049 31414061 17306902 20022830 9940147 11391231 X MBHP'S MISSION IS TO ENSURE THAT THE REGION'S LOW- AND MODERATE-INCOME INDIVIDUALS AND FAMILIES HAVE CHOICE AND MOBILITY IN FINDING AND RETAINING DECENT AFFORDABLE HOUSING. ALL OF OUR PROGRAMS AND INITIATIVES ARE DESIGNED TO ENCOURAGE HOUSING STABILITY, INCREASED ECONOMIC SELF-SUFFICIENCY, AND THE ENHANCED QUALITY OF THE LIVES OF THOSE WE SERVE. TO ACHIEVE OUR MISSION AND TO PROMOTE EFFICIENT SERVICE DELIVERY, WE WORK COLLABORATIVELY WITH A BROAD ARRAY OF SERVICE PROVIDERS AND NEIGHBORHOOD-BASED ORGANIZATIONS. WE BELIEVE THAT EVERYONE DESERVES A PLACE TO CALL HOME. 0 0 123796181 125014358 RENTAL HOUSING ASSISTANCE - SECTION 8 HOUSING VOUCHERS AND OTHER SUBSIDY PROGRAMS THAT SERVE MORE THAN 9,600 DISABLED, ELDERLY, FORMERLY HOMELESS, AND OTHER INDIVIDUALS AND FAMILIES IN BOSTON AND 31 SURROUNDING COMMUNITIES INCLUDING ARLINGTON, BEDFORD, BELMONT, BRAINTREE, BROOKLINE, BURLINGTON, CAMBRIDGE, CHELSEA, EVERETT, HOLBROOK, LEXINGTON, MALDEN, MEDFORD, MELROSE, MILTON, NEWTON, NORTH READING, QUINCY, RANDOLPH, READING, REVERE, SOMERVILLE, STONEHAM, WAKEFIELD, WALTHAM, WATERTOWN, WEYMOUTH, WILMINGTON, WINCHESTER, WINTHROP AND WOBURN. MBHP'S TARGET POPULATION CONSISTS OF LOW AND MODERATE INCOME FAMILIES AND INDIVIDUALS WHO FACE A VARIETY OF BARRIERS TO HOUSING. FINANCIAL DEMOGRAPHICS FOR INDIVIDUALS RECEIVING MBHP SERVICES ARE: 86.80% UNDER $30,000, 8.71% AT $30,001-$45,000, 3.42% AT $45,001-$60,000, 1.07% OVER $60,000; AVERAGE ANNUAL INCOME OF OUR HOUSEHOLDS IS $16,378. ADDITIONALLY, 44.75% OF THE HOUSEHOLDS WE SERVED HAVE CHILDREN UNDER THE AGE OF 18, 53.22% OF THE HEADS OF HOUSEHOLDS WE SERVE ARE PERSONS WITH A DISABILITY AND 16.28% OF ALL HOUSEHOLDS HAVE A HEAD OF HOUSEHOLD THAT IS ELDERLY. 10330345 10125851 HOUSING SUPPORTS PROVIDES INNOVATIVE AND PERSONALIZED SOLUTIONS TO ENSURE THAT INDIVIDUALS AND FAMILIES WHO ARE HOMELESS OR MOST AT RISK OF HOMELESSNESS CAN FIND AND SUSTAIN HOUSING. MBHP'S APPROACH IS "HOUSING FIRST, NOT HOUSING ONLY." OUR PROGRAMS OFFER A CONTINUUM OF SERVICES FROM INFORMATION AND REFERRAL TO IN-DEPTH INDIVIDUALIZED ASSESSMENT, COMPREHENSIVE CASE MANAGEMENT, INTENSIVE HOUSING SEARCH, TENANCY PRESERVATION AND FAIR HOUSING RESOURCES WHICH ADDRESS THE BARRIERS THAT MAKE IT DIFFICULT TO FIND OR MAINTAIN A HOME. IN FY 16 STAFF RESPONDED TO 16,408 PHONE AND EMAIL INQUIRIES. IN ADDITION, 3,985 INDIVIDUALS AND FAMILIES RECEIVED IN- PERSON BRIEF COUNSELING SERVICES, 161 RECEIVED INTENSIVE CASE MANAGEMENT SERVICES AND 85 RECEIVED HOARDING INTERVENTION SERVICES. ADDITIONALLY, MBHP ADMINISTERED 3.5 MILLION DOLLARS IN RESIDENTIAL ASSISTANCE FOR FAMILIES IN TRANSITION (RAFT) FUNDS TO ASSIST 1,319 FAMILIES. HOUSING SUPPORTS ALSO ADMINISTERED $40,000 IN PRIVATE FLEXIBLE FUNDS TO 42 NON-RAFT ELIGIBLE FAMILIES AND INDIVIDUALS. FINALLY, 1,173 FAMILIES RECEIVED STABILIZATION ASSISTANCE THROUGH THE HOMEBASE PROGRAM, 219 FAMILIES RECEIVED RE-HOUSING SERVICES TO MOVE OUT OF MOTELS, AND AN ADDITIONAL 1,002 HOMEBASE PACKETS WERE PROCESSED. 84472 67251 PROGRAM ACTIVITIES INCLUDE THE ADMINISTRATION OF THE CEDAC HOME MODIFICATION LOAN PROGRAM TO FINANCE MODIFICATIONS TO HOMES TO PROVIDE FOR THE NEEDS OF PERSONS WITH DISABILITIES. 134210998 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4915 0 155 1 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X THE CORPORATION 6178590400 125 LINCOLN STREET BOSTON MA 02111 STEVEN RIOFF CO-CHAIRMAN 1.00 X X 0 0 0 CYNTHIA LACASSE CO-CHAIRWOMAN 1.00 X X 0 0 0 SUSANNE MARZI CAMERON CLERK 1.00 X X 0 0 0 NADER ACEVEDO BOARD MEMBER 1.00 X 0 0 0 KEVIN BOYLE BOARD MEMBER 1.00 X 0 0 0 PATRICK CENTANNI BOARD MEMBER 1.00 X 0 0 0 LYNDIA DOWNIE BOARD MEMBER 1.00 X 0 0 0 JANET FRAZIER BOARD MEMBER 1.00 X 0 0 0 LANGLEY KEYES BOARD MEMBER 1.00 X 0 0 0 MARY-ANNE MORRISON BOARD MEMBER 1.00 X 0 0 0 JEFFREY H PACKARD BOARD MEMBER 1.00 X 0 0 0 ESTHER SCHLORHOLTZ BOARD MEMBER 1.00 X 0 0 0 CHARLES M SMITH BOARD MEMBER 1.00 X 0 0 0 DONALD E VAUGHAN BOARD MEMBER 1.00 X 0 0 0 TERRY SAUNDERS LANE BOARD MEMBER 1.00 X 0 0 0 PETER MUNKENBECK BOARD MEMBER 1.00 X 0 0 0 ELIZABETH GRUBER BOARD MEMBER 1.00 X 0 0 0 JOSEPH KRIESBERG BOARD MEMBER 1.00 X 0 0 0 MICHAEL WIDMER BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER T NORRIS PRESIDENT/EXECUTIVE DIRECTOR 37.50 X 160841 0 16550 ANNE ROUSSEAU TREASURER/CHIEF FINANCIAL OFFICER 37.50 X 122588 0 3047 SUSAN NOHL DEPUTY DIRECTOR 37.50 X 115599 0 8144 HOWARD CLAYMAN DIRECTOR OF IT 37.50 X 107746 0 12549 KEVIN DONAHER DIRECTOR OF INSPECTION 37.50 X 105451 0 25547 612225 0 65837 5 0 1 0 ATRIUM STAFFING LLC 625 LIBERTY AVE SUITE 200 PITTSBURGH PA 15222 TEMPORARY STAFFING 197360 DEK ASSOCIATES 168 ADAMS AVE WEST NEWTON MA 02465 CAPITAL CAMPAIGN 107400 2 1622341 1622341 RENTAL SUBSIDIES 532000 134873848 134873848 CONTRACT SERVICE FEES 532000 333612 333612 135207460 75866 75866 136905667 135207460 0 75866 7632334 7014245 336058 282031 1491152 1365828 70446 54878 35781 4628 31153 69750 67651 2099 522184 342668 45457 134059 5803 4395 1228 180 79078 72237 4918 1923 927971 896723 31248 95267 90206 4599 462 120632 12231 56513 51888 107151 103946 3205 111601 106191 5410 RENTAL SUBSIDIES 122962615 122962615 CONTRACT SERVICES 446617 427622 12712 6283 PAYMENTS TO SUBGRANTEES 408593 408593 POSTAGE 114764 107566 5670 1528 313663 223653 72032 17978 135444956 134210998 682748 551210 11112769 14000587 4378026 4409883 4611982 4666908 103591 262733 332230 217486 182881 114744 4259381 4323767 2598419 3635439 27247049 31414061 3192143 2997074 7427414 10010910 6687345 7014846 17306902 20022830 X 9940147 11391231 9940147 11391231 27247049 31414061 1460711 -9627 0 X X 0 1 X 1 1 1 X 110128232 119651315 119989328 118535317 124584956 592889148 110128232 119651315 119989328 118535317 124584956 592889148 592889148 1120 8626 32067 52667 75866 170346 593059494 384798852 0.99970 0.99980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 332230 217486 114744 114744 CLIENT DEPOSITS 966077 DEFERRED DEVELOPMENT COSTS 1100197 RESTRICTED CASH 1569165 3635439 CEDAC HOME MODIFICATION LOANS 6133817 CLIENT DEPOSITS 881029 7014846 X 136896040 -9627 -9627 136905667 0 136905667 135444956 0 135444956 0 135444956 PART X, LINE 2: THE ORGANIZATION EVALUATES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD, ALONG WITH ACCRUED INTEREST AND PENALTY THEREON WOULD BE RECORDED AS AN EXPENSE IN THE CURRENT YEAR FINANCIAL STATEMENTS. AT JUNE 30, 2016 THE ORGANIZATION BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS WITHIN ANY OF ITS OPEN TAX YEARS (2013-2015). X X X X X X 1 DEK ASSOCIATES 168 ADAMS AVENUE WEST NEWTON MA 02465 CAPITAL CAMPAIGN STRATEGY, MEETINGS 0 236000 141633 94367 236000 141633 94367 MA X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER T NORRIS PRESIDENT/EXECUTIVE DIRECTOR 160841 0 0 0 0 0 3117 0 13433 0 177391 0 0 0 PART I, LINE 3 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS SET BY THE ORGANIZATION'S EXECUTIVE COMMITTEE BASED UPON COMPARABLE COMPENSATION DATA FOR THE SAME POSITION FOR ORGANIZATIONS OF SIMILAR SIZE WITHIN THE INDUSTRY. THE DECISION OF THE EXECUTIVE COMMITTEE IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO BEING FINALIZED FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PRESENTED TO THE AUDIT COMMITTEE DURING THE PRESENTATION OF THE AUDITED FINANCIAL STATEMENTS. THE FORM 990 IS ALSO DISTRIBUTED TO THE BOARD OF DIRECTORS. AFTER REVIEWING THE 990 AND ALL QUESTIONS HAVE BEEN ANSWERED THE RETURN IS ACCEPTED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF, DIRECTORS AND OFFICERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST. THE TRANSACTIONS AND ACTIVITIES OF THE ORGANIZATION ARE MONITORED ON AN ONGOING BASIS BY MANAGEMENT, THE BOARD OF DIRECTORS AND BOARD APPOINTED COMMITTEES. ANY CONFLICTS THAT ARISE ARE DEALT WITH ACCORDING TO THE ORGANIZATION'S DETAILED CONFLICT OF INTEREST POLICIES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR, DEPUTY DIRECTOR AND CHIEF FINANCIAL OFFICER IS SET BY THE ORGANIZATION'S EXECUTIVE COMMITTEE BASED UPON COMPARABLE COMPENSATION DATA FOR THE SAME POSITON FOR ORGANIZATIONS OF SIMILAR SIZE WITHIN OUR INDUSTRY. THE DECISION OF THE EXECUTIVE COMMITTEE IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO BEING FINALIZED. THE COMPENSATION OF ALL OTHER STAFF IS DETERMINED VIA A FORMAL SALARY ADMINSTRATION PROCESS. A JOB DESCRIPTION IS ESTABLISHED FOR EACH POSITION INCLUDING KNOWLEDGE, SKILLS, AND EXPERIENCES REQUIRED TO PERFORM THE JOB. EACH POSITION IS PRICED ACCORDING TO MARKET DATA FOR LIKE POSITIONS AT SIMILAR SIZED ENTITIES. ANNUAL INCREASES ARE BASED ON MERIT MEASURED BY APPROPRIATE INDICATORS OF JOB PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND BY REQUEST TO ANNE ROUSSEAU, CFO, METROPOLITAN BOSTON HOUSING PARTNERSHIP, 125 LINCOLN ST, 5TH FLOOR, BOSTON MA 02111 FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.