2026-02-12T12:40:05-08:00 2025-06-30 541950231 DOOLEY & VICARS CERTIFIED PUBLIC 1100 BOULDERS PARKWAY NORTH CHESTERFIELD VA 23225 990 2024-07-01 237303018 HOUSING OPPORTUNITIES MADE EQUAL OF VIRGINIA INC HOUS 8043540641 1601 Rolling Hills Dr Richmond VA 23229 THOMAS O FITZPATRICK EXECUTIVE DIRECTOR 8043540641 2025-12-11 true true Thomas E Turner CPA P01275584 8043552808 2026-02-12 2024 2025-03-06 01:10:19Z X X THOMAS O FITZPATRICK 1601 Rolling Hills Dr Henrico VA 23229 5989221 false X WWW.HOMEOFVA.ORG X 1971 VA HOME OF VA ENSURES EQUAL ACCESS TO HOUSING OPPORTUNITIES BY BUILDING INDIVIDUAL CAPACITY, ENSURING COMPLIANCE WITH FAIR HOUSING LAWS, AND PROMOTING EFFECTIVE PUBLIC POLICY TO ADVANCE HOUSING JUSTICE. 19 19 84 73 0 0 5058412 5505636 294990 380538 29111 103047 0 5382513 5989221 2092807 1626665 0 2573183 2283519 0 104382 1686763 1621146 6352753 5531330 -970240 457891 3269492 3579481 718309 570407 2551183 3009074 HOME OF VA ENSURES EQUAL ACCESS TO HOUSING OPPORTUNITIES BY BUILDING INDIVIDUAL CAPACITY, ENSURING COMPLIANCE WITH FAIR HOUSING LAWS, AND PROMOTING EFFECTIVE PUBLIC POLICY TO ADVANCE HOUSING JUSTICE. false false 3578621 1626665 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 2024-2025, we served over one thousand clients. Our homeownership team counseled 300 clients and closed 82 loans for first-time homebuyers. Our foreclosure prevention team received intakes of over 200 people from across Virginia, and while 62% of homeowners at risk of foreclosure lose their homes, 65% of those working with HOME of VA remained in their homes. And the mobility team served 238 clients and helped 53 families relocate to areas of greater opportunity. The Housing Counseling and Education programs direct service work also provides critical touchpoints and information to our Fair Housing Advocacy program by identifying the larger, systemic barriers faced by our clients. 1768209 0 109525 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 FY2024-2025, HOME provided fair housing services to more than 260 individuals, conducted nearly 100 fair housing education and outreach workshops to various groups around the state, and filed 19 lawsuits/complaints on behalf of discrimination victims. Additionally, seven housing-related complaints were referred to outside attorneys for assistance. One case of note involves Peggy Bauckman and her sister-in-law, Pat Jaco. When Peggys mobility declined, she asked her Charlottesville landlord for reasonable accommodations like accessible parking. He refused - and evicted her for being a nuisance. Peggys sister-in-law, Pat Jaco, took her in. But Pats inaccessible house meant Peggy had to sleep in an armchair and use a portable toilet. Though Peggy eventually found accessible housing, the trauma lingered; Pat often found her crying alone. Ten months after the unlawful eviction, Peggy passed away. After the Virginia Fair Housing Office found that Peggys landlord had violated the law, HOME of VA filed a federal lawsuit and secured a settlement for Peggys family. Her case illustrates the devastating human cost when landlords choose discrimination over fair housing, and how HOME of VA holds landlords accountable. Informed by client experiences and stories, our public policy team developed an ambitious state legislative agenda. We and our community partners successfully advocated for the 2025 Virginia General Assembly to pass-most with bipartisan support -- six of HOME of VAs priority bills to expand access to housing, reduce discrimination in property appraisals and valuations, curb our high eviction rates, and improve housing conditions. HOME of VA, with the mobilization of over a hundred local residents, also advocated for housing equity at the local level. We promoted zoning reforms in Chesterfield County and property tax relief in Richmond City to increase housing access and stability. 5346830 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 39 0 84 true false false false false false false false false false false false false false X 19 19 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 1601 Rolling Hills Dr Henrico VA 23229 THOMAS OKUDA FITZPATRICK EXECUTIVE DIRECTOR 35.00 X X 151730 0 21081 ANDREW HAUGH DIRECTOR OF FINANCE 35.00 X 126460 0 18169 BRENDA HICKS DEPUTY DIRECTOR 35.00 X 112174 0 17551 BRENDA CASTANEDA DEPUTY DIRECTOR 35.00 X 117473 0 6525 CHRISTY OMARZAI CHAIR 1.00 X X 0 0 0 DALE BATTEN VICE CHAIR 1.00 X X 0 0 0 MONA RAZA VICE CHAIR 1.00 X X 0 0 0 STEPHANIE THEOFANOS VICE CHAIR 1.00 X X 0 0 0 ELIZABETH GREENFIELD SECRETARY 1.00 X X 0 0 0 MONICA BROWN TREASURER 1.00 X X 0 0 0 SHARON STEWART-MURPHY IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 CAROL BROWN DIRECTOR 1.00 X 0 0 0 ERIC DUNN DIRECTOR 1.00 X 0 0 0 JULIE MCCONNELL DIRECTOR 1.00 X 0 0 0 MARIANNE MCGHEE DIRECTOR 1.00 X 0 0 0 VICTOR MCKENZIE JR DIRECTOR 1.00 X 0 0 0 DESSIE NASH DIRECTOR 1.00 X 0 0 0 KEVIN OSBORNE 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 GRACE WASHINGTON DIRECTOR 1.00 X 0 0 0 DANIEL WATKINS DIRECTOR 1.00 X 0 0 0 507837 0 63326 4 false true false 510236 1807321 3188079 5505636 SETTLEMENTS 900099 109525 0 0 MISCELLANEOUS 900099 271013 0 0 380538 103047 0 0 5989221 483585 0 0 1626665 1626665 1844487 1766989 21070 56428 439032 419331 5350 14351 20988 20988 0 0 239908 230631 2465 6812 19261 18197 22 1042 13155 0 13155 0 8679 6033 2646 0 PROFESSIONAL AND CONTRACT SERVICES 530228 518428 11800 0 MISCELLANEOUS EXPENSES 36894 20474 13584 2836 INDIRECT COST ALLOCATIO 721231 690928 8239 22064 MEMBERSHIP DUES 17113 16743 45 325 13689 11423 1742 524 5531330 5346830 80118 104382 1482215 2011569 1208727 1301034 49302 42734 241621 241621 13155 0 516093 224144 3269492 3579481 252536 293553 180898 465773 95956 718309 570407 X 1418252 1713657 1132931 1295417 2551183 3009074 3269492 3579481 457891 X false true X true true true X 0 5184868 9939860 5133636 5058412 5505636 30822412 0 0 5184868 9939860 5133636 5058412 5505636 30822412 0 30822412 11301 2249 16920 29111 271013 330594 0 3359 12242 4663 294990 380538 695792 31848798 0.96780 0.98610 X 0 0 0 Pt II Ln 10 Other Income Part II, Line 10 Description: OTHER INCOME 2020: 3359. 2021: 12242. 2022: 4663. 2023: 269695. 2024: 271013. Description: SETTLEMENTS 2023: 25295. 2024: 109525. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 true true false true 1239 false true 100000 true 44572 false false 145811 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 F INCLUDES SUBGRANTS TO FIVE ORGANIZATIONS(PARTNERSHIP FOR SMARTER GROWTH,FREEDOM VIRGINIA,VIRGINIANS ORGANIZED FOR INTERFAITH COMMUNITY ENGAGEMENT, VIRGINIA INTERFAITH CENTER FOR PUBLIC POLICY, AND YIMBY ACTION)TO ORGANIZE GRASSROOTS SUPPORT FOR THE COMMONWEALTH HOUSING COALITIONS LEGISLATIVE AGRENDA AND RELATED BUDGET AMENDMENTS PER GRANT AGREEMENTS. LINE g STAFF TIME(INCUDING FRINGE AND INDIRECT) AND CONTRACT LOBBYIST DURING THE 2025 VIRGINIA GENERAL ASSEMBLY SESSION AND LOCAL ADVOCACY EFFORTS FOR INCLUSIONARY ZONING AS PART OF CHESTERFIELD COUNTYS ZONING ORDANCE MODERNIZATION PROCESS. 0 0 46199 46199 0 195422 195422 0 0 RETIREMENT ASSETS 131992 RIGHT OF USE OPERATING LEASE 0 OTHER ASSETS 88952 SECURITY DEPOSITS 3200 224144 RETIREMENT LIABILITY 95956 OPERATING LEASE LIABILITY 0 95956 true PARTNERSHIP FOR SMARTER GROWTH 701 E FRANKLIN ST RICHMOND VA 23219 510523792 5000 ORGANIZE GRASSROOTS SUPPORT FRREDOM VIRGINIA PO BOX 10102 NORFOLK VA 23513 851257540 10000 ORGANIZE GRASSROOTS SUPPORT VIRGINIANS ORGANIZED FOR INTERFAITH COMMUNITY ENGAGEMENT 4444 ARLINGTON BLVD ARLINGTON VA 22204 271207254 25000 ORGANIZE GRASSROOTS SUPPORT VIRGINIA INTERFAITH CENTER FOR PUBLIC POLICY 1716 E FRANKLIN ST RICHMOND VA 23223 541362857 25000 ORGANIZE GRASSROOTS SUPPORT YIMBY ACTION 2261 MARKET ST STE 10416 SAN FRANCISCO CA 94114 320610451 35000 ORGANIZE GRASSROOTS SUPPORT DOWNPAYMENT AND CLOSING COST ASSISTANCE - CITY OF RICHMOND 12 240886 DOWNPAYMENT AND CLOSING COST ASSISTANCE - CHESTERFIELD COUNTY 15 278414 DOWNPAYMENT AND CLOSING COST ASSISTANCE - COMMONWEALTH OF VIRGINIA 11 142336 DOWNPAYMENT AND CLOSING COST ASSISTANCE - HENRICO COUNTY 35 812448 LISC WORTH BIPOC 8 79990 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 151730 0 0 0 11555 0 8875 0 651 0 172811 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 1601 ROLLING HILLS DR RM 110 HENRICO VA 23229 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 510236 ACTUAL AMOUNT OF TRANSACTION