Citizens’ Housing & Planning Association...Citizens’ Housing and Planning Association’s...

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2017 ANNUAL REPORT Citizens’ Housing & Planning Association 50 years building a strong future.

Transcript of Citizens’ Housing & Planning Association...Citizens’ Housing and Planning Association’s...

Page 1: Citizens’ Housing & Planning Association...Citizens’ Housing and Planning Association’s mission is to encourage the production and preservation of housing that is affordable

2 0 17 A N N U A L R E P O R T

Citizens’ Housing & Planning Association

50 years buildinga strong future.

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Citizens’ Housing and Planning Association’s mission is to encourage the production and preservation of housing that is affordable to low and moderate income families and individuals and to foster diverse and sustainable communities through planning and community development.

Every person in Massachusetts should have a safe, healthy, and affordable place to call home. We achieve this by advocating for opportunity, expanding access to housing, and developing the field.

ADVOCATING FOR OPPORTUNITY – As the non-profit umbrella organization for affordable housing and community development activities, CHAPA actively engages its membership, committees, and coalitions to advocate for the amount and diverse types of housing that Massachusetts needs for people and communities to thrive. CHAPA also works collaboratively with other fields (such as child care, health, workforce development, and more) to break down silos and ensure that various systems, resources, and tools support housing stability and economic mobility for families and individuals. On the federal level, CHAPA works with national partners to affect policy.

EXPANDING ACCESS TO HOUSING – CHAPA runs programs that connect people with affordable rental and homeownership opportunities, including the Massachusetts Accessible Housing Registry (MassAccess); the Massachusetts Homeownership Collaborative; and Chapter 40B Monitoring.

DEVELOPING THE FIELD - CHAPA’s trainings and forums, newsletters, young professionals networking group, and more are all designed to build the capacity of, and increase information-sharing among, diverse groups of organizations and professionals in the housing and community development field.

MISSION

It's incredible that CHAPA brings all these diverse voices together. We learn from each other, we debate, and then we craft a policy that allows us to speak with one voice.J E A N N E P I N A D O , M A D I S O N PA R K D E V E L O P M E N T C O R P O R AT I O N A N D PA S T C H A PA P R E S I D E N T

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Dear Friends,

For many of us, CHAPA has been a source of information and inspiration in all our years working on affordable housing in Massachusetts. Fifty years of this impact was evident at CHAPA’s anniversary dinner in October, where 1,300 people helped confer the first CHAPA Legacy Award to Representative Kevin G. Honan. Chairman Honan has worked tirelessly to expand affordable housing opportunities in Massachusetts.

In a year when changes at the federal level have threatened investments in affordable housing, CHAPA has helped sustain and increase housing resources at the state level. CHAPA’s policy team filed a $1.7 billion Housing Bond Bill - the largest in the state’s history. The same team defended against cuts in the state budget, and even secured some increases in funding for affordable housing, homelessness prevention, and community development programs.

In July, as part of the national “Our Homes, Our Voices” week of action, CHAPA organized our first-ever rally. Over five hundred people gathered at Faneuil Hall to urge greater federal investment in our communities.

In the Fall, CHAPA organized a response across New England to oppose reductions to the Low Income Housing Tax Credit program – the largest resource for affordable housing production in the country.

And while turning fifty is a time to reflect on the accomplishments of the past, it is also a time for fresh starts and planning for the future.

In the coming year, CHAPA is set to launch a Municipal Engagement Initiative, which will strengthen affordable housing advocacy and production in individual communities across the Commonwealth.

CHAPA has also been building capacity and preparing new leaders. CHAPA now has over 300 young professionals actively engaged in its work, including 24 mentees paired with 24 more seasoned community development professionals in the joint mentoring program with the Alliance for Racial Equity. CHAPA’s Policy Leadership Council and the policy committees are forums for young people in the field to share their perspectives, insights and hopes for the future.

And for its fiftieth, CHAPA’s website received a makeover – we hope you will explore it and find ways to connect with our work.

We invite you to join our efforts to increase affordable, safe and healthy housing across Massachusetts - through our policy committees, legislative efforts and municipal engagement. We look forward to working with you, and to a productive and collaborative year.

S O N I G U P TAP R E S I D E N T

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FROM THE PRESIDENT

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ACCOMPLISHMENTS

CHAPA’S 50TH ANNIVERSARY

This year, CHAPA celebrated our 50th year as an organization. Born out of a group of community leaders who understood housing was a critical issue of the civil rights movement, CHAPA helped create the Massachusetts Affordable Housing Law (Chapter 40B); our own state rental subsidy programs; the state’s Low Income Housing Tax Credit; and the strongest expiring use law in the nation.

In conjunction with our 50th anniversary, CHAPA’s team revamped our website; expanded our policy committees; held forums that engaged hundreds of people to discuss important housing community issues; developed a video; and hosted our most successful Annual Dinner ever.

STATE HOUSING BUDGET

CHAPA helped defend against cuts in state budget funding for many affordable housing, homelessness prevention, and com-munity development programs during 2017, despite continued challenges with the state budget. CHAPA also helped secure a $6 million increase for the Massachusetts Rental Voucher Program, $400,000 more for the Alternative Housing Voucher Program, and an additional $2 million for Residential Assistance for Fami-lies in Transition.

POLICY COMMITTEES

This year, CHAPA expanded and reinvigorated our policy com-mittees, including the Homelessness Committee, the Public Housing and Rental Assistance Committee, and the Production and Preservation Committee.

LEGISLATIVE PRIORITIES

In 2017, CHAPA filed a $1.7 billion Housing Bond Bill, the largest in the state’s history. The bond bill also extends the state Low Income Housing Tax Credit and expands it to help preserve existing affordable housing. To increase housing production, CHAPA filed legislation that would require every community to zone for multifamily housing. CHAPA also filed bills to strength-en our fair housing laws by prohibiting cities or towns from discriminating against developments that have affordable housing or housing suitable for families with children. CHAPA’s 2017 Housing Day at the State House brought together more than 200 advocates and legislators in support of our legislative priorities.

HOMELESSNESS

CHAPA continued to convene the “On Solid Ground” Coali-tion, bringing together more than 30 organizations representing housing and homelessness, health, early education and care, and income maximization to address the root causes of family home-lessness using research-based strategies. Working with the Center for Social Policy at the University of Massachusetts-Boston, the Coalition hired a coordinator to help achieve its policy recom-mendations for increasing housing stability and economic mobil-ity for families with extremely low incomes.

COMMUNITY PRESERVATION ACT

CHAPA endorsed and supported legislation to ensure the CPA will remain an effective resource by increasing the dedicated funding for the state match to CPA communities. As a member of the Community Preservation Coalition’s executive committee, CHAPA also continued to work on keeping the CPA a strong tool for communities to support affordable housing at the local level.

SMART GROWTH

As a core member of the Massachusetts Smart Growth Alliance, CHAPA worked with the Alliance to file comprehensive zoning reform that includes a multifamily housing zoning requirement, prevents discriminatory land use, and authorizes accessory dwell-ing units to be built as-of-right. CHAPA continued to participate in the Great Neighborhoods Campaign, building support for policies that will help create affordable housing, support the economy, and promote healthy, active communities with access to open space and protections for natural resources.

NEW ENGLAND HOUSING NETWORK

NEHN worked to convey to Congress and the Trump Admin-istration our region’s priorities, including ensuring adequate funding for HUD and Rural Housing core programs; restor-ing funds to the HOME program; supporting the continuation and restoration of Housing Choice Vouchers (Section 8); and preserving existing public and subsidized housing. When the Low Income Housing Tax Credit program came under threat, CHAPA organized a response throughout New England to op-pose reductions to this essential program. CHAPA also retained a communications consultant to amplify NEHN’s voice and have a more frequent presence in the media throughout the region.

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“CHAPA is the place where everyone who is connected or interested in affordable housing has a seat at the table and can help shape policy.

U N D E R S E C R E TA R Y C H R Y S TA L KO R N E G AY, D E PA R T M E N T O F H O U S I N G A N D C O M M U N I T Y D E V E L O P M E N T

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OUR HOMES, OUR VOICES: RALLY FOR AFFORDABLE HOMES

On July 31, CHAPA organized over 500 residents, affordable housing advocates, and policymakers from across the state to rally in support of federal investments in affordable homes and our communities in the “Our Homes, Our Voices: Rally for Affordable Homes” in downtown Boston. The rally was sponsored by countless affordable housing partners, and speakers included Mayor Martin J. Walsh and Congresswoman Katherine Clark.

THE MASSACHUSETTS HOMEOWNERSHIP COLLABORATIVE

CHAPA continued its certification of non-profit agencies offering homebuyer counseling classes; 52 agencies now hold a Collaborative “Seal of Approval” and they worked with over 20,000 first time homebuyers in 2017. The Collaborative continues to foster collaboration and hosted semi-annual meetings to encourage member participation. CHAPA also continued to administer a housing counseling grant from HUD to help fund over 13,000 homebuyer counseling services provided by 19 agencies in five New England states.

CHAPA’S YOUNG PROFESSIONALS PROGRAM

CHAPA now has over 300 young professionals participating in regular brown bag lunches and volunteer opportunities. In 2017, we started our fourth round of a joint mentoring program with The Alliance for Racial Equity; 48 community development professionals (24 pairs) participated.

AFFORDABLE HOUSING DEVELOPMENT COMPETITION

This year marked the 17th anniversary of the annual competition sponsored by the Federal Home Loan Bank of Boston with program support from CHAPA. Six teams of 10-12 graduate students from area universities partnered with affordable housing developers to develop housing proposals for specific sites in Boston, Cambridge, Beverly and Martha’s Vineyard.

MASSACCESS HOUSING REGISTRY

Funded by the Massachusetts Rehabilitation Commission (MRC), the MassAccess Program works with property managers to market vacant, accessible apartments. In 2017 MassAccess had over 9,900 registered consumers, with 1,700 property managers listing over 9,000 units throughout the state; the website received an average of 80,000 hits a month. This year CHAPA updated its features to run more efficient reports and track housing inventory, as it continues to evolve into an important data resource tool for municipalities and housing agencies.

MYMASSMORTGAGE

On behalf of the Department of Housing and Community Development, MassHousing, Massachusetts Housing Partnership and the Massachusetts Affordable Housing Alliance, CHAPA continued to maintain MyMassMortgage as a consumer resource for affordable state-sponsored mortgage products and homebuying information.

CHAPTER 40B MONITORING

At the request of municipalities and the state’s housing agencies, CHAPA continued to provide monitoring services for 170 Chapter 40B developments with 3,000 affordable units across the state. CHAPA successfully supported the resale of affordable homeownership units to 46 low and moderate income homebuyers, and assisted in 16 refinances.

INFORMATION & REFERRAL/ SOCIAL MEDIA

CHAPA fielded approximately 4,000 requests for information on housing and community development issues. Over 4,400 individuals are on CHAPA’s email list and receive regular housing briefs and updates. At the end of 2017, CHAPA had over 2,500 Twitter followers and more than 865 Facebook “likes.”

ACCOMPLISHMENTSPr

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C H A PA S P O N S O R E D T H E F O L L O W I N G 3 3 T R A I N I N G S , F O R U M S A N D E V E N T S , AT T E N D E D B Y O V E R 3 , 4 0 0 P E O P L E .

THIRD QUARTER (JULY-SEPTEMBER)

• CHAPA Breakfast Forum: Strategies for Breaking the Cycle of Poverty

• Young Professionals’ Volunteer DayCo-sponsored with Habitat for Humanity Greater Boston

• Our Homes, Our Voices: Rally for Affordable Homes

• Housing Day at the State House• CHAPA Regional Meeting: Boston• Young Professionals’ Brown Bag Lunch Series:

Millennials in Boston Report

FOURTH QUARTER (OCTOBER-DECEMBER)

• Older Adults, New Ground: Redefining Housing for Our Aging PopulationCo-sponsored with Enterprise

• CHAPA Regional Meeting: Springfield

• CHAPA Regional Meeting: Northampton

• CHAPA Regional Meeting: Pittsfield

• CHAPA’s 50th Annual Dinner

• MHP’s Why is Housing So Expensive?!Co-sponsored with Massachusetts Housing Partnership

• Housing Resources FairCo-sponsored with the Boston Public Health Commission

• Young Professionals’ Brown Bag Lunch Series: Planning for Great Neighborhoods

• Homeownership Collaborative Advisory Committee Meeting

• Hospitals and Housing Investments: National and Massachusetts-Based ApproachesCo-sponsored with Blue Cross Blue Shield of Massachusetts Foundation

• Young Professionals’ Holiday Lunch

FIRST QUARTER (JANUARY-MARCH)

• Young Professionals’ Brown Bag Lunch: LISC’s MA Green Retrofit Initiative for Affordable Housing

• Affordable Housing Development Competition WorkshopsCo-sponsored with Federal Home Loan Bank of Boston

• New England Housing Network Retreat

• 2017-2018 Mentoring Program Information Session

• Young Professionals’ Brown Bag Lunch Series: Standing up for Affordable Housing

• Young Professionals’ Brown Bag Lunch Series: Public Housing and its role in Massachusetts

SECOND QUARTER (APRIL-JUNE)

• Advocacy & Budget Process 101 WebinarCo-sponsored with On Solid Ground Coalition

• Young Professionals’ Brown Bag Lunch Series: Helping Communities Meet Housing Needs and Demand  

• Affordable Housing Development Competition Awards CeremonyCo-sponsored with Federal Home Loan Bank of Boston

• A Breakfast on HousingCo-sponsored with Federal Home Loan Bank of Boston

• CHAPA Breakfast Forum: Doing Business in Times of Uncertainty

• Young Professionals’ Brown Bag Lunch Series: Exploring Supportive Housing

• Southeastern MA Housing Counseling Event• Homeownership Collaborative Advisory Committee

Meeting• CHAPA HUD Housing Counseling Network Training -

Quarterly & Year-end Reporting• What Every Homebuyer Should Know About an Appraisal:

Webinar• Young Professionals’ Brown Bag Lunch Series: The

Working Cities Challenge

ACCOMPLISHMENTSEven

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Community Teamwork, Inc.Corcoran Management Company, Inc.CREA, LLCCSI Support & Development ServicesCumsky & Levin LLPDakota PartnersDavis Square Architects, Inc.Department of Housing and

Community DevelopmentDietz & Company Architects, Inc.Dorfman CapitalEastern BankEconomic Mobility Pathways

(EMPath)Emmaus, Inc.Enterprise Community Partners, Inc.Father Bill’s & MainSpringFederal Home Loan Bank of BostonFirst Resource Development CompanyFramingham Housing AuthorityFreeman Law Group LLCGoulston & StorrsHackett Feinberg P.C.HallKeen ManagementHarvard Joint Center for Housing

StudiesHeading Home, Inc.Holland & Knight LLPHome Funders Collaborative LLCHomeowner’s Rehab., Inc.Housing Assistance Corporation on

Cape CodHousing Corporation of ArlingtonHousing Management Resources, Inc.Housing Partners, Inc.Housing Solutions for Southeastern

MassachusettsICON Architecture, Inc.Jamaica Plain Neighborhood

Development CorporationJewish Community Housing for the

Elderly

Just-A-Start CorporationKaram Financial GroupKevin P. Martin & Associates, P.C.Klein Hornig LLPKrokidas & Bluestein LLPKuehn Charitable Foundation c/o

DLA Piper US LLPLandmark Structures CorporationLawrence CommunityWorks, Inc.Leader BankLocal Initiatives Support CorporationMadison Park Development

CorporationMalden Housing AuthorityMaloney Properties, Inc.Massachusetts Affordable Housing

AllianceMassachusetts Association of

Community Development Corporations

Massachusetts Chapter of the National Association of Housing and Redevelopment Officials

Massachusetts Housing Investment Corporation

Massachusetts Housing PartnershipMassachusetts Union of Public

Housing TenantsMassDevelopmentMassHousingMerrimack Valley Housing PartnershipMetro Credit UnionMetro Housing|BostonMetro West Collaborative

Development, Inc.Mortgage MasterMunkenbeck ConsultingNational Equity Fund, Inc.Neighborhood of Affordable Housing,

Inc.NeighborWorks AmericaNewton Community Development

Foundation, Inc.

Abrams Management CompanyAffirmative Investments, Inc.Affordable Housing and Services

Collaborative, Inc.Appleton CorporationAsian Community Development

CorporationB’nai B’rith Housing New EnglandBeacon CommunitiesBoston CapitalBoston Community CapitalBoston Financial Investment

Management, LPBoston Housing AuthorityBoston PrivateBrookline Housing AuthorityCambridge Housing AuthorityCambridge Savings BankCAN-DOCapstone Communities LLCChelsea Restoration CorporationChestnut Hill RealtyCitizens BankCitizens Inn, Inc.City Mission BostonCity of Boston, Department of

Neighborhood Development City of Cambridge, Community

Development DepartmentCity of Lawrence, Office of Planning

& DevelopmentCity of Newton, Community

Development ProgramCity of SomervilleCity of Taunton, Mayor’s Office of

Community DevelopmentCoalition for a Better AcreCodman Square Neighborhood

Development CorporationCohnReznickCommunity Economic Development

Assistance Corporation

C H A PA’ S 14 5 O R G A N I Z AT I O N A L M E M B E R S R E P R E S E N T A D I V E R S I T Y O F G R O U P S I N T H E P R I VAT E , N O N - P R O F I T, A N D G O V E R N M E N T S E C TO R S . W E T H A N K T H E F O L L O W I N G O R G A N I Z AT I O N A L M E M B E R S F O R T H E I R I M P O R TA N T F I N A N C I A L S U P P O R T.

ORGANIZATIONAL MEMBERS

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Rhode Island HousingRockland TrustRockport Mortgage CorporationRogerson CommunitiesRural Development, Inc.Salem Five Charitable FoundationSantanderSEB LLCSouth Middlesex Opportunity CouncilSpringfield Housing AuthorityTD BankTechnical Assistance Collaborative,

Inc.Tenants’ Development CorporationThe Boston Land CompanyThe Community Builders, Inc.The Housing Partnership NetworkThe Life InitiativeThe Neighborhood DevelopersThe NHP Foundation

The Schochet CompaniesTrinity Financial, Inc.Trinity Management, LLCUrban Edge Housing CorporationVictory Programs, Inc.Vinfen CorporationWatertown Housing AuthorityWay FindersWinnCompaniesWomen’s Development CorporationWomen’s Institute for Housing and

Economic DevelopmentWorcester Community Housing

Resources, Inc.

Nixon Peabody LLPNolan Sheehan Patten LLPNorth Shore Community

Development CoalitionNuestra Comunidad Development

CorporationPeabody Properties, Inc.Pinck & Co., Inc.Pine Street InnPioneer Valley Planning CommissionPlanning Office for Urban AffairsPlymouth Housing AuthorityPreservation of Affordable Housing,

Inc.Quincy Community Action ProgramsRCAP Solutions, Inc.Recap Real Estate AdvisorsRegional Housing Network of

MassachusettsRelated

I’m proud of our membership and their commitment to the mission over many decades, and the willingness of people from diverse backgrounds and interests to come together to seek common ground and solutions to the housing crisis, not only here but across the country. A A R O N G O R N S T E I N , P R E S E R VAT I O N O F A F F O R D A B L E H O U S I N G , I N C . A N D PA S T C H A PA E X E C U T I V E D I R E C TO R

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United Way of Massachusetts Bay and Merrimack ValleyOak FoundationThe Boston FoundationAnonymous FunderBank of America Charitable Foundation*Beacon Communities*Blue Cross Blue Shield of Massachusetts FoundationBlue Hills BankBoston Private*Capital One*City of Boston, Department of Neighborhood

DevelopmentCohnReznick*Eastern Bank Charitable Foundation*Enterprise Community Partners, Inc.*Federal Home Loan Bank of Boston*Federal Reserve Bank of Boston (in-kind support)First Resource Development Company*Housing Action NHICON Architecture, Inc.*Keith Construction, Inc.*Kevin P. Martin & Associates, P.C.*Klein Hornig LLP*Kuehn Charitable Foundation*Maloney Properties, Inc.*Massachusetts Housing Investment Corporation*

Massachusetts Housing Partnership*MassHousing*Massachusetts Rehabilitation CommissionMassachusetts Smart Growth AllianceMr. Cooper*Needham BankNEI General Contracting*NeighborWorks America*Nixon Peabody LLP*People’s United Community FoundationPreservation of Affordable Housing, Inc.*Rockland Trust*Rockport Mortgage Corporation*Santander Bank, N.A.*TD Bank Charitable Foundation*The Community Builders, Inc.*The Schochet Companies*Trinity Financial, Inc.*U. S. Department of Housing and Urban DevelopmentTufts Health Plan FoundationVermont Housing & Conservation BoardWinnCompanies*

Financial SupportersT H E F O L L O W I N G P R O V I D E D F I N A N C I A L S U P P O R T TO C H A PA I N 2 017:

SUPPORT AND REVENUE Foundations & Corporations $2,009,697Membership $ 104,465Contract Service Fees $1,329,486Conferences and Forums $ 292,909Rental Income $ 7,640Realized and Unrealized

Gains on Investments $ 286,777Interest and Dividends $ 31,880

Total Support and Revenue $4,062,854

EXPENSES Program Services $3,317,448General and Administrative $ 302,942Fundraising $ 92,151

Total Expenses $3,712,541

ASSETS $3,784,132 Change in Net Assets $ 350,313Net Assets at Beginning of the Year $3,346,809 Net Assets at End of year $3,697,122

F INANCIAL STATEMENT

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*Special thanks to our 50th Anniversary Sponsors!

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FINANCIAL STATEMENT

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O F F I C E R SPresident:Jeanne Pinado

President Elect:Soni Gupta

Vice President:Charleen Regan

Vice President:Amy Schectman

Treasurer:Joseph Flatley

Clerk:Naomi Sweitzer

M E M B E R SHoward Cohen

Jack Cooper

Eliza Edelsberg Datta

Peter Gagliardi

Felicia Jacques

Gloria Leipzig

Chris Norris

Vincent O’Donnell

Gordon Pulsifer

Jennifer Raitt

Dr. Megan Sandel

Esther Schlorholtz

Laura Shufelt

Kenneth Willis

2016–2017 Policy Leadership Council

William AbrashkinEmily AchtenbergAmy AnthonyPamela BaldwinJuan BonillaRachel BrattBarbara BurnhamBarbara ChandlerDavid ColtonJacqueline CooperChris Cotter Larry Curtis Keri-Nicole DillmanMarc Dohan Louise Elving Ellen FeingoldAida Franquiz

Rickie Joanna Golden Aaron Gornstein Jan Griffin Kristen Harol David Harris Marie Herb Bonnie HeudorferAnn Houston Eugene Kelly Rebecca Koepnick Henry Korman Tamar Kotelchuck Connie Kruger David Lee Dana LeWinter Colleen Loveless Rebecca Plaut Mautner

Josephine McNeil Samuel MintzRichard Muraida Lynn Peterson Marlena Richardson Jeffrey Sacks Robert Schafer Susan Schlesinger Marvin Siflinger Sadie Simone James Stockard, Jr. Maggie Super Church Bob Van Meter Lynne Wallace Eleanor White Robert Whittlesey

2016–2017 Board of Directors

Thank you to everyone who has served on our Board of Directors and Policy Leadership Council.

CHAPA LEADERSHIP & STAFF

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CHAPA LEADERSHIP & STAFF

Maritza Crossen Programs DirectorLeonarda Hall BookkeeperRachel Heller Chief Executive OfficerBeyazmin Jimenez Program ManagerAbhidnya Kurve Policy Associate & On Solid Ground Coalition CoordinatorCarol Marine Senior Program Manager

Elizabeth Palma-Diaz Senior Program ManagerErin Roussinova Communications & Events Manager Monique Scott Office AdministratorEric Shupin Director of Public Policy Ann Verrilli Senior Research AnalystKaren Wiener Chief Operating Officer

2017 Staff

Amy AnthonyEllis AshJoseph BarthEdward BlackmanJohn BokWilliam BreitbartOliver BrooksBarbara BurnhamHoward Cohen

Paul DouglasEllen FeingoldJoseph FlatleyPeter GagliardiGerald GillermanBonnie HeudorferAnn HoustonWilliam JonesChrystal Kornegay

Robert KuehnMark MichelsonVincent O’DonnellJeanne PinadoRobert SchaferSusan SchlesingerJames StockardEleanor WhiteRobert Whittlesey

Past Presidents

ConsultantsPeter Freeman Freeman Law Group LLC GKollaborativeMary Ann Mulligan Governmental StrategiesGrace MorenoIndigo AssociatesLightnessCindy Rowe Rowe Resources

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C H A PA . O R G @ C H A PA D O T O R G

“ CHAPA’s name is synonymous with good policy, advocacy, and being a leader in housing issues in this state. S O N I G U P TA , H O M E F U N D E R S A N D C U R R E N T C H A PA P R E S I D E N T