2015-08-05T12:29:41-05:00 2014-12-31 042734675 DANIEL DENNIS & COMPANY LLP 990 WASHINGTON STREET STE 308A DEDHAM MA 02026 990 2014-01-01 043094550 MASSACHUSETTS HOUSING INVESTMENT CORPORATION MASS 6178501000 70 FEDERAL STREET 6TH FLOOR BOSTON MA 02110 WILLIAM THOMPSON DIRECTOR OF FINANCE 6178501000 2015-08-04 ERIC MAHONEY P01794716 6172629898 2015-07-24 2014 2016-03-07 17:11:31Z WILLIAM THOMPSON 70 FEDERAL STREET 6TH FLOOR BOSTON MA 02110 12442452 0 X WWW.MHIC.COM X 1990 MA MHIC'S MISSION IS TO BE AN INNOVATIVE PRIVATE FINANCIER OF AFFORABLE HOUSING AND COMMUNITY DEVELOPMENT THROUGHOUT NEW ENGLAND, PROVIDING FINANCING THAT WOULD NOT OTHERWISE BE AVAILABLE, AND EXTENDING THE IMPACT OF THAT FINANCING TO ENSURE THE BROADEST POSSIBLE BENEFIT. 18 17 32 0 0 0 0 0 15464687 12002361 45822 69818 418539 370273 15929048 12442452 108069 176497 0 0 5786354 5970983 0 0 0 6680585 2964891 12575008 9112371 3354040 3330081 31342380 26344366 16776881 8598475 14565499 17745891 MHIC'S MISSION IS TO BE AN INNOVATIVE PRIVATE FINANCIER OF AFFORABLE HOUSING AND COMMUNITY DEVELOPMENT THROUGHOUT NEW ENGLAND, PROVIDING FINANCING THAT WOULD NOT OTHERWISE BE AVAILABLE, AND EXTENDING THE IMPACT OF THAT FINANCING TO ENSURE THE BROADEST POSSIBLE BENEFIT. 0 0 2497843 52645 3690450 MANAGED A PROGRAM THAT PROVIDES FINANCING TO COMMERCIAL REAL ESTATE PROPERTIES AND BUSINESSES IN LOW-INCOME COMMUNITIES, THEREBY STIMULATING ECONOMIC DEVELOPMENT AND JOB CREATION. 4234363 89244 6256078 MANAGED A PROGRAM THAT PROVIDES FINANCING FOR EQUITY INVESTMENT IN LOW-INCOME HOUSING DEVELOPMENTS THAT QUALIFY FOR TAX CREDITS. 1642085 34608 2426106 MANAGED A PROGRAM THAT PROVIDES LOANS TO FINANCE LOW-INCOME HOUSING OR TO BRIDGE INVESTOR CAPITAL OF AFFILIATED PROGRAMS. 8374291 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 27 0 32 1 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 1 0 MA X WILLIAM THOMPSON DIR OF FINANCE 6178501034 70 FEDERAL STREET 6TH FLOOR BOSTON MA 02110 JOSEPH L FLATLEY PRESIDENT & CEO 40.00 X X 514601 0 142101 GUILLIAEM AERTSEN CHAIR 5.00 X X 0 0 0 ELIZABETH GRUBER VICE CHAIR 1.00 X X 0 0 0 CHARLES GRIGSBY TREASURER 1.00 X X 0 0 0 KEVIN BOYLE DIRECTOR 1.00 X 0 0 0 HOWARD COHEN DIRECTOR 1.00 X 0 0 0 DANIEL CRUZ DIRECTOR 1.00 X 0 0 0 B JOHN DILL DIRECTOR 1.00 X 0 0 0 SHEILA DILLON DIRECTOR 1.00 X 0 0 0 EVELYN FRIEDMAN DIRECTOR 1.00 X 0 0 0 PETER GAGLIARDI DIRECTOR 1.00 X 0 0 0 TOM GLEASON DIRECTOR 1.00 X 0 0 0 ANN HOUSTON DIRECTOR 1.00 X 0 0 0 JAN MILLER DIRECTOR 1.00 X 0 0 0 KEITH NISBET DIRECTOR 1.00 X 0 0 0 JOANNE O'KEEFE DIRECTOR 1.00 X 0 0 0 MARTIN ROGOSA DIRECTOR 1.00 X 0 0 0 MARVIN SIFLINGER DIRECTOR 1.00 X 0 0 0 WILLIAM THOMPSON DIRECTOR OF FINANCE 40.00 X 235798 0 29976 PAUL K CHAN DIRECTOR OF DEVELOPMENT 40.00 X 279712 0 20094 ANDREA R DASKALAKIS CHIEF INVESTMENT OFFICER 40.00 X 222643 0 30673 PETER SARGENT DIRECTOR OF CAPITAL DEVELOPMENT 40.00 X 270294 0 34152 RICHARD BECKER DIRECTOR OF ASSET MANAGEMENT 40.00 X 259567 0 24930 EUNICE HARPS DIRECTOR OF CREDIT 40.00 X 223290 0 22482 BRUCE EHRLICH SENIOR INVESTMENT OFFICER 40.00 X 176011 0 13741 DEBORAH FAVREAU CHIEF DEVELOPMENT OFFICER 40.00 X 196173 0 29338 KATHLEEN MCGILVRAY DIRECTOR OF INVESTMENT 40.00 X 212509 0 29883 SCOTT BACKMAN DEPUTY DIRECTOR OF ASSET MGMT 40.00 X 159219 0 26198 MELISSA SHEELER DEPUTY DIRECTOR OF ASSET MGMT 40.00 X 149728 0 16302 2899545 0 419870 20 0 1 0 NOLAN SHEEHAN PATTEN LLP 101 FEDERAL STREET 18TH FLOOR BOSTON MA 02110 LEGAL 658870 SHALINI KONDURI 237 SADDLEWORTH PLACE HEATHROW FL 32746 IT CONSULTING 117796 HOLLAND & KNIGHT LLP PO BOX 864084 ORLANDO FL 328864084 LEGAL 111174 3 LIHTC PROGRAM FEES 541200 6256078 6256078 NMTC PROGRAM FEES 541200 3481730 3481730 LOAN PROGRAM REVENUE 541200 2264553 2264553 12002361 69818 69818 OTHER PROGRAM FEES 900099 208720 208720 PROJECT LOAN INTEREST 900099 161553 161553 370273 12442452 12372634 0 69818 176497 176497 2005905 1865492 140413 2894756 2692159 202597 396473 368723 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0.01010 0.01560 X 490182 490182 0 743622 700370 43252 43252 INVESTMENT IN SUBSIDIARIES 3770161 C PROGRAM RELATED INVESTMENTS 47029 C 3817190 DUE TO SUBSIDIARY 2402385 2402385 X PART X, LINE 2: MHIC 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 DECEMBER 31, 2014 MHIC BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS WITHIN ANY OF ITS OPEN TAX YEARS. 1 URBAN EDGE HOUSING CORPORATION 1542 COLUMBUS AVENUE SUITE 2 JAMAICA PLAIN MA 02119 222483475 501(C)(3) 15000 BOOK N/A CHARITABLE CONTRIBUTION FOR GENERAL FUNDING CITIZENS HOUSING AND PLANNING ASSOCIATION 18 TREMONT STREET SUITE 401 BOSTON MA 02108 046138418 501(C)(3) 15000 BOOK N/A CHARITABLE CONTRIBUTION FOR RESEARCH AND DEVELOPMENT NATIONAL ASSOCIATION OF STATE AND LOCAL EQUITY FUNDS 1970 BRODWAY SUITE 250 OAKLAND CA 94612 311416668 501(C)(3) 22000 BOOK N/A CHARITABLE CONTRIBUTION FOR EVENT SPONSORSHIP LOCAL INITIATIVES SUPPORT CORPORATION 95 BERKELEY STREET SUITE 301 BOSTON MA 02116 133030229 501(C)(3) 5000 BOOK N/A CHARITABLE CONTRIBUTION FOR GENERAL FUNDING MASSACHUSETTS ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS 15 COURT SQUARE SUITE 600 BOSTON MA 02108 042759909 501(C)(3) 21250 BOOK N/A CHARITABLE CONTRIBUTION FOR GENERAL FUNDING FENWAY CDC 70 BURBANK STREET BOSTON MA 02115 042666507 501(C)(3) 5000 BOOK N/A CHARITABLE CONTRIBUTION FOR EVENT SPONSORSHIP MAIN SOUTH CDC 875 MAIN STREET WORCESTER MA 01610 042921465 501(C)(3) 5000 BOOK N/A CHARITABLE CONTRIBUTION FOR GENERAL FUNDING LAWYERS CLEARINGHOUSE 16 BEACON STREET BOSTON MA 02108 043501039 501(C)(3) 5000 BOOK N/A CHARITABLE CONTRIBUTION FOR EVENT SPONSORSHIP PART I, LINE 2: IN GENERAL, MHIC DOES NOT DISTRIBUTE GRANTS WITH COVENANTS OR ANY OTHER STIPULATION ON HOW THEY MUST BE USED. THEY ARE GENERALLY UNRESTRICTED DONATIONS AND THEREFORE MHIC DOES NOT HAVE A MONITORING RESPONSIBILITY ONCE THEY ARE DISTRIBUTED. MHIC DOES MAINTAIN RECORDS SUPPORTING THE AMOUNT AND ENTITY THESE GRANTS ARE DISTRIBUTED TO. X X X 0 1 0 0 0 0 0 0 0 JOSEPH L FLATLEY PRESIDENT & CEO 343132 0 171469 0 0 0 124941 0 17160 0 656702 0 0 0 WILLIAM THOMPSON DIRECTOR OF FINANCE 181491 0 54307 0 0 0 13415 0 16561 0 265774 0 0 0 PAUL K CHAN DIRECTOR OF DEVELOPMENT 214218 0 65494 0 0 0 17137 0 2957 0 299806 0 0 0 ANDREA R DASKALAKIS CHIEF INVESTMENT OFFICER 174610 0 48033 0 0 0 14233 0 16440 0 253316 0 0 0 PETER SARGENT DIRECTOR OF CAPITAL DEVELOPMENT 203198 0 67096 0 0 0 16826 0 17326 0 304446 0 0 0 RICHARD BECKER DIRECTOR OF ASSET MANAGEMENT 196195 0 63372 0 0 0 15832 0 9098 0 284497 0 0 0 EUNICE HARPS DIRECTOR OF CREDIT 171340 0 51950 0 0 0 13733 0 8749 0 245772 0 0 0 BRUCE EHRLICH SENIOR INVESTMENT OFFICER 138723 0 37288 0 0 0 11221 0 2520 0 189752 0 0 0 DEBORAH FAVREAU CHIEF DEVELOPMENT OFFICER 153126 0 43047 0 0 0 12745 0 16593 0 225511 0 0 0 KATHLEEN MCGILVRAY DIRECTOR OF INVESTMENT 168248 0 44261 0 0 0 13457 0 16426 0 242392 0 0 0 SCOTT BACKMAN DEPUTY DIRECTOR OF ASSET MGMT 125467 0 33752 0 0 0 10140 0 16058 0 185417 0 0 0 MELISSA SHEELER DEPUTY DIRECTOR OF ASSET MGMT 118014 0 31714 0 0 0 9519 0 6783 0 166030 0 0 0 PART I, LINE 4B THE ORGANIZATION HAS ESTABLISHED A RABBI-TRUST TO SUPPLEMENT THE RETIREMENT PLAN OF ITS PRESIDENT AND CEO, WHICH INCLUDES ANNUAL CONTRIBUTIONS OF $100,000 THROUGH 2017. WILLIAM THOMPSON EMPLOYEE PERSONAL LOAN X 15774 14157 0 1 1 KIMBERLY WILLIAMS EMPLOYEE PERSONAL LOAN X 1800 2153 0 1 1 DESIREE COLEMAN EMPLOYEE PERSONAL LOAN X 16889 21766 0 1 1 RENEE BOGUES EMPLOYEE PERSONAL LOAN X 15276 2105 0 1 1 CHARLES EDWARDS EMPLOYEE PERSONAL LOAN X 22924 49750 0 1 1 89931 FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE VOTED TO AUTHORIZE THE DIRECTOR OF FINANCE TO TAKE RESPONSIBILITY FOR THE 990 AND REVIEW THE DRAFT PRESENTED BY THE AUDITORS. AFTER REVIEWING THE 990 AND ALL QUESTIONS HAVE BEEN ANSWERED, A COPY IS FORWARDED TO THE BOARD MEMBERS PRIOR TO SUBMITTAL TO THE IRS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT / CEO IS SET BY MHIC'S COMPENSATION COMMITTEE BASED UPON A REPORT FROM A INDEPENDANT COMPENSATION CONSULTANT. THE REPORT INCLUDES COMPARABLE COMPENSATION DATA FOR THE SAME POSITON FOR ORGANIZATIONS OF SIMILAR SIZE WITHIN OUR INDUSTRY. THE DECISION OF THE COMPENSATION COMMITTEE IS REVIEWED BY MHIC'S 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. ALL POSITIONS ARE CLASSIFIED INTO JOB FAMILIES BASED ON SIMILARITY OF KNOWLEDGE, SKILLS, AND EXPERIENCES REQUIRED TO PERFORM THE JOB. EACH POSITION IS PRICED ACCORDING TO MARKET (BASED UPON SALARY SURVEYS) AND GROUPED INTO A SALARY RANGE. THE SALARY RANGE REPRESENTS THE MINIMUM, MIDPOINT, AND MAXIMUM COMPENSATION FOR A GIVEN POSITION. AS A GUIDE TO MANAGERS IN PLANNING PERCENT INCREASES FOR EMPLOYEES, A MERIT INCREASE GUIDE IS PREPARED AND DISTRIBUTED EACH YEAR. THE PURPOSE OF THE MERIT SALARY INCREASE GUIDE IS TO FACILITATE THE CALCULATION OF A SALARY INCREASE AMOUNT TAKING INTO CONSIDERATION THE PERFORMANCE DESIGNATION AND THE POSITION OF THE EMPLOYEE'S SALARY IN THE SALARY RANGE. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS, ARE KEPT WITH THE RECEPTIONIST AND AVAIALABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED. NEIGHBORHOOD STABILIZATION LOAN FUND LLC 70 FEDERAL STREET BOSTON MA 02110 000990183 TO ADDRESS FORECLOSURE PROBLEMS IN DISTRESSED URBAN AREAS LOCATED IN MA. 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