2024-12-12T09:54:40-08:00 2024-06-30 541950231 DOOLEY & VICARS CERTIFIED PUBLIC 1100 BOULDERS PARKWAY NORTH CHESTERFIELD VA 23225 990 2023-07-01 237303018 HOUSING OPPORTUNITIES MADE EQUAL OF VIRGINIA INC HOUS 8043540641 626 E BROAD STREET RICHMOND VA 23219 THOMAS O FITZPATRICK EXECUTIVE DIRECTOR 8043540641 2024-12-05 true true Thomas E Turner CPA P01275584 8043552808 2024-12-12 2023 2024-10-15 13:58:12Z THOMAS O FITZPATRICK 626 E BROAD STREET RICHMOND VA 23219 5382513 false X WWW.HOMEOFVA.ORG X 1971 VA HOME ENSURES EQUAL ACCESS TO HOUSING OPPORTUNITIES BY BUILDING INDIVIDUAL CAPACITY, ENSURING COMPLIANCE WITH THE FAIR HOUSING LAWS, AND PROMOTING EFFECTIVE PUBLIC POLICY. 21 21 67 83 0 0 5133636 5058412 17502 294990 16920 29111 4663 0 5172721 5382513 1420377 2092807 0 0 3019794 2573183 0 259442 1460908 1686763 5901079 6352753 -728358 -970240 4613572 3269492 1092149 718309 3521423 2551183 THE MISSION OF HOME IS TO ENSURE EQUAL ACCESS TO HOUSING FOR ALL PEOPLE. false false 4306050 2092807 0 HOMEs Housing Counseling and Education program expands housing opportunities for individuals and families by dismantling barriers to housing and associated wealth inequality. We focus particularly on those from communities confronting - or contending with the legacies of - housing discrimination. Our HUD-certified counselors provide counseling and education to help people gain the knowledge and financial skills necessary to access and maintain stable housing. In Fiscal Year 2023-2024, we served over one thousand clients. Our homeownership team served over 300 clients and closed 82 loans. Our foreclosure prevention team served over 200 clients from across Virginia. And the mobility team served over 250 clients and helped 69 families relocate to areas of greater opportunity. HOME wound down its eviction diversion program, which in 2023-2024 diverted over 300 evictions with clients attending housing stability workshops and receiving direct payment assistance. The Housing Counseling and Education programs direct service work also provides critical touchpoints with and information to our Fair Housing Advocacy program by identifying the larger, systemic barriers faced by our clients. 1712854 0 25295 HOMEs Fair Housing Advocacy program advocates passionately for justice in housing. We protect and advance the rights of individuals and communities facing present-day housing discrimination or the impacts of historic discrimination through administrative complaints, litigation, public education, and public policy. In FY2023-2024, HOME provided fair housing services to more than 250 individuals, conducted 58 fair housing education and outreach workshops to various groups around the state, and filed seven lawsuits/complaints on behalf of discrimination victims. Additionally, seven housing-related complaints were referred to outside attorneys for assistance. Of note, HOME of VA represented a client, M.B., who faces housing discrimination based on race and gender, including claims under the Violence Against Women Act as a survivor of domestic violence. In another case, we represent V.W. who was threatened with eviction because of her service dog, who she has had for about ten years at her current unit. This landlord had also removed a handicapped parking sign that the city installed for V.W. HOME successfully represented clients who faced a termination of lease because of an emotional support animal. Our clients went through the administrative filing process and four years later completed a conciliation process that resulted in a monetary award for our clients in addition to training and monitoring of the landlord to ensure future reasonable accommodation requests are met. We use data and stories to inform and effect housing policy change. In May 2024, we released a report, Racial Disparities in Neighborhood Home Values examining inequalities in home values as they relate to neighborhoods racial demographics in the City of Richmond. This report also included policy recommendations to mitigate displacement of families. Informed by client experiences and stories, our public policy team developed an ambitious legislative agenda. We and our community partners successfully lobbied the Virginia General Assembly to pass-- on a bipartisan basis -- all ten of HOMEs priority bills to expand access to housing, curb our high eviction rates, and improve housing conditions. This year, HOME also focused efforts at the local level, including promoting inclusive zoning and property tax relief among other local policy initiatives in the Richmond region to increase housing access and stability. 6018904 true true false true false false false false false false true false false true true true false true false false false false false false false false false false true true false false false false false false false false false false false false false true true false false false true 119 0 67 true false false false false false false false false false false false false false X 21 21 false false false false false false false true true false false true true true true true true true false false VA X ANDREW J HAUGH CPA 8043540641 626 E BROAD STREET 400 RICHMOND VA 23219 THOMAS OKUDA FITZPATRICK EXECUTIVE DIRECTOR 35.00 X X 172754 0 4803 ANDREW HAUGH DIRECTOR OF FINANCE 35.00 X 123433 0 16484 BRENDA HICKS DEPUTY DRECTOR 35.00 X 106070 0 15336 BRENDA CASTANNEDA DEPUTY DRECTOR 35.00 X 115301 0 330 SHARON STEWART-MURPHY CHAIR 1.00 X X 0 0 0 MICHAEL HERRING VICE CHAIR 1.00 X X 0 0 0 KATHRYN HOWELL VICE CHAIR 1.00 X X 0 0 0 STEPHANIE THEOFANOS VICE CHAIR 1.00 X X 0 0 0 CHRISTY OMARZAI SECRETARY 1.00 X X 0 0 0 MEGHAN HARRIS TREASURER 1.00 X X 0 0 0 MONICA BROWN TREASURER 1.00 X X 0 0 0 MARIANNE S MCGHEE IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 DALE BATTEN DIRECTOR 1.00 X 0 0 0 CAROL BROWN DIRECTOR 1.00 X 0 0 0 ERIC DUNN DIRECTOR 1.00 X 0 0 0 ELIZABETH GREENFIELD DIRECTOR 1.00 X 0 0 0 CHRIS JEFFERSON DIRECTOR 1.00 X 0 0 0 JULIE MCCONNELL DIRECTOR 1.00 X 0 0 0 LINDA MELTON DIRECTOR 1.00 X 0 0 0 DESSIE NASH DIRECTOR 1.00 X 0 0 0 ADAM NORTHUP DIRECTOR 1.00 X 0 0 0 KEVIN OSBORNE DIRECTOR 1.00 X 0 0 0 MONA RAZA DIRECTOR 1.00 X 0 0 0 AGUSTIN RODRIGUEZ DIRECTOR 1.00 X 0 0 0 JUAN SANTACOLOMA DIRECTOR 1.00 X 0 0 0 MICHAEL THORNE-BEGLAND DIRECTOR 1.00 X 0 0 0 517558 0 36953 4 false true false 1999273 3059139 5058412 SETTLEMENTS 900099 25295 0 0 MISCELLANEOUS 900099 269695 0 0 294990 29111 0 0 5382513 324101 0 0 2092807 2092807 2059366 1914325 27724 117317 513817 481626 3884 28307 4468 3046 0 1422 273900 257664 1973 14263 26199 26199 0 0 6432 0 6432 0 6534 3556 2978 0 PROGRAM SUPPORT 34675 34675 0 0 MISCELLANEOUS EXPENSES 78172 51343 21126 5703 INDIRECT COST ALLOCATIO 842356 789115 6117 47124 MEMBERSHIP DUES 4009 3539 145 325 410018 361009 4028 44981 6352753 6018904 74407 259442 2365224 1482215 1506875 2607 1208727 83777 49302 241621 228466 12587 13155 642502 516093 4613572 3269492 279863 252536 812286 465773 1092149 718309 X 1707473 1418252 1813950 1132931 3521423 2551183 4613572 3269492 -970240 X false true X true true true X 0 3538811 5184868 9939860 5133636 5058412 28855587 0 0 3538811 5184868 9939860 5133636 5058412 28855587 0 28855587 2446 11301 2249 16920 29111 62027 0 30728 3359 12242 4663 294990 345982 29263596 0.98610 0.99660 X 0 0 0 Pt II Ln 10 Other Income Part II, Line 10 Description: OTHER INCOME 2019: $30,728. 2020: $3,359. 2021: $12,242. 2022: $4,663. 2023: $269,695. Description: SETTLEMENTS 2023: $25,295. Pt II Ln 10 Other Income Part II, Line 10 Description: OTHER INCOME 2019: 30728. 2020: 3359. 2021: 12242. 2022: 4663. 2023: 269695. Description: SETTLEMENTS 2023: 25295. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 false true false true 1119 false false true 46269 false false 47388 false Pt II-B Line 1 LINE d STAFF TIME(INCUDING FRINGE AND INDIRECT) TO SEND EMAIL TO HOMES SUPPORTERS AND LEGISLATORS ON HOMES LEGISLATIVE AGENDA. LINE g STAFF TIME(INCUDING FRINGE AND INDIRECT) DURING THE 2024 VIRGINIA GENERAL ASSEMBLY TO MEET WITH HOMES SUPPORTERS AND LEGISLATORS ON HOMES LEGISLATIVE AGENDA. 0 0 46199 33044 13155 195422 195422 0 13155 RETIREMENT ASSETS 260786 RIGHT OF USE OPERATING LEASE 201707 OTHER ASSETS 53600 516093 RETIREMENT LIABILITY 260786 OPERATING LEASE LIABILITY 204987 CONDITIONAL GRANT - PROGRAM 0 465773 true DOWNPAYMENT AND CLOSING COST ASSISTANCE - COMMONWEALTH OF VIRGINIA 3 48199 DOWNPAYMENT AND CLOSING COST ASSISTANCE - HENRICO COUNTY 15 272484 DOWNPAYMENT AND CLOSING COST ASSISTANCE - CITY OF RICHMOND 22 411499 DOWNPAYMENT AND CLOSING COST ASSISTANCE - FANNIE MAY EQUALIZER 12 209000 DOWNPAYMENT AND CLOSING COST ASSISTANCE - EVICTION DIVERSION 312 778855 DOWNPAYMENT AND CLOSING COST ASSISTANCE - CHESTERFIELD COUNTY 4 74999 LISC WORTH BIPOC 30 297771 Pt I Line 2 HOUSING OPPORTUNITIES MADE EQUAL OF VIRGINIA,INC. IS A PROVIDER OF DOWNPAYMENT AND CLOSING COST ASSISTANCE TO LOW AND MODERATE INCOME FIRST-TIME HOMEBUYERS UNDER CONTRACTS WITH THE CITY OF RICHMOND, CHESTERFIELD AND HENRICO COUNTIES AND THE COMMONWEALTH OF VIRGINIA. THE ASSISTANCE IS GRANTED IN THE FORM OF A SECURED LOAN WHICH IS FORGIVABLE OVER A FIVE TO FIFTEEN YEAR FORGIVENESS PERIOD BASED UPON THE LEVEL OF ASSISTANCE, IF THE RECIPIENT OCCUPIES THE PROPERTY THROUGHOUT THE FORGIVENESS PERIOD. PROGRAM PARTICIPANTS ARE SUBJECT TO FINANCIAL ELIGIBILITY GUIDELINES DICTATED BY THE US DEPARTMENT OF HUD AND THE APPLICATION OF THESE GUIDELINES IS SUBJECT TO ANNUAL PROGRAM MONITORING BY THE PARTICIPATING JURISDICTIONS, AND TO SINGLE AUDIT REVIEW. LOANS ARE MONITORED DURING THE FORGIVENESS PERIOD TO ENSURE COMPLIANCE WITH PROGRAM GUIDELINES AND TO PROVIDE BORROWERS WITH ADDITIONAL CREDIT AND MONEY MANAGEMENT COUNSELING, SHOULD THEY ENCOUNTER FINANCIAL DIFFICULTIES. IN THE EVENT OF SALE, ALL FUNDS ARE TREATED AS PROGRAM INCOME AND RETURNED TO THE PARTICIPATING JURISDICTION. false false false false false false false false false THOMAS OKUDA FITZPATRICK 172754 0 0 0 0 0 4438 0 366 0 177558 0 0 0 Pt VI, Line 11b HOMES ANNUAL TAX RETURN IS PREPARED BY OUR CPA FIRM WITH ASSISTANCE FROM THE FINANCE STAFF. A DETAILED REVIEW OF THE 990 IS MADE BY THE BOARD EXECUTIVE COMMITTEE. THEREAFTER, THE 990 IS MADE AVAILABLE TO THE FULL BOARD IN SUFFICIENT TIME TO ALLOW FOR COMMENT AND ADJUSTMENT, IF NECESSARY. THE RETURN IS THEN SIGNED BY HOMES EXECUTIVE DIRECTOR AND ELECTRONICALLY FILED TO THE IRS. Pt VI, Line 12c HOME REQUIRES ALL BOARD MEMBERS TO SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT, WHICH SETS OUT OUR POLICY IN DETAIL AND HOW IT IS APPLIED. Pt VI, Line 15a FORM 990, PART VI, SECTION B, LINE 15A: THE EXECUTIVE COMMITTEE REVIEWS THE EXECUTIVE DIRECTORS SALARY ANNUALLY AND DETERMINES AN INCREASE (IF ANY) IN WAGES BASED ON MERIT AND REVIEW OF COMPARABILITY DATA. FOR EXAMPLE, THE EXECUTIVE COMMITTEE WILL SECURE DATA THAT DOCUMENTS COMPENSATION LEVELS AND BENEFITS FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. THIS DATA MAY INCLUDE THE FOLLOWING: 1. SALARY AND BENEFIT COMPENSATION STUDIES BY INDEPENDENT SOURCES; 2. WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS; 3. DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS AT BOTH NONPROFIT AND FOR-PROFIT ORGANIZATIONS; AND 4. INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. Pt VI, Line 19 FORM 990, PART VI, SECTION C, LINE 19: HOUSING OPPORTUNITIES MADE EQUAL OF VIRGINIA, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. VIRGINIA EQUAL HOUSING FOUNDATION 626 E BROAD STREET SUITE 400 RICHMOND VA 23219 541963797 false false true false false false false false false false false false false true false false true false false VIRGINIA EQUAL HOUSING FOUNDATION C 516539 ACTUAL AMOUNT OF TRANSACTION