2024-11-12T20:33:47-08:00 2023-12-31 843967977 Jing & Company 1839 Ygnacio Valley Rd Walnut Creek CA 94598 990 2023-01-01 680299806 North Bay Housing Coalition NORT 7072006553 333 Sunset Avenue 120 Suisun City CA 94585 Mary Eble Executive Director 2024-11-12 true true Jing Chen CPA P01479838 9252304000 2023 2024-10-15 13:58:12Z Mary Eble 333 Sunset Avenue 120 Suisun City CA 94585 1269784 false X www.northbayhousingcoalition.org X 1990 CA Increase affordable housing for individuals with developmental disabilities and their families. Manage a pooled special need trust for benefit of Californians with disabilities. 4 4 1 5 0 657065 933225 314562 336559 6 0 0 971633 1269784 0 0 97173 93336 0 0 952816 1192304 1049989 1285640 -78356 -15856 22228400 22530619 22332273 22644178 -103873 -113559 Increase affordable housing for individuals with developmental disabilities and their families. Manage a pooled special needs trust for benefit of Californians with disabilities. false false 1046347 GOLDEN STATE POOLED TRUSTThe Golden State Pooled Trust (GSPT), established in 2004, has grown to support over 550 beneficiaries with a trust corpus totaling $21,282,390.95 as of 12/31/2023. GSPT ensures reliable asset management while safeguarding continued eligibility for essential government benefits, such as Supplemental Security Income (SSI), Medi-Cal, and In-Home Support Services (IHSS).GSPT holds funds from sources like lawsuit settlements, inheritances, or other payments, which is crucial in cases where:1. A sudden influx of funds could disqualify a person with disabilities from essential public benefits.2. The recipient requires ongoing care or advocacy over an extended period.3. The award may be quickly depleted to cover medical expenses, which would otherwise be covered by Medi-Cal, and the recipient lacks other financial support to meet their needs.Pooled special needs trusts are an effective solution for managing unexpected financial proceeds, such as those from litigation or inheritances, while preserving access to critical benefits that support the well-being of the individual. Funds placed in a properly structured pooled special needs trust, like GSPT, are not considered a resource when qualifying for SSI, Medi-Cal, or IHSS.Maintaining a balance between preserving public benefits and accommodating the limitations of a special needs trust is essential. The primary restriction is that beneficiaries do not have direct access to the funds. Instead, the trustee pays for goods and services on their behalf.Skilled trustees and advisors experienced in managing special needs trusts can help alleviate the restrictions, making the process smoother.The Golden State Pooled Trust is a sound option for protecting litigation proceeds, offering secure asset management and dedicated advocacy for the benefit of the trusts beneficiaries.HOUSING SERVICES AND SUPPORTS TO PERSONS WITH INTELLECTUAL/DVELOPMENTALDISABILITIESOur Housing Services and Support program is designed to empower individuals withintellectual and developmental disabilities (I/DD) to achieve stable, independent living arrangements. This comprehensive program offers essential guidance and resources through each step of the housing journey, from planning to implementation. Key components of the program include:1. Development of a Personalized Housing Plan: Each participant receives a customized housing plan that addresses individual needs and goals. The plan includes detailed budget analysis, helping individuals understand and manage housing costs and identify financial resources.2. Housing Search: we offer specialized housing searches tailored to each personsdesires and needs.3. Background Check Coordination: To enhance housing security and meet requirementsof potential landlords or housing providers, we conduct thorough background checks.This step helps facilitate access to suitable housing options that prioritize safety and accessibility.4. Identification of Housing Barriers: We work with participants to identify potential obstacles to securing housing, including financial limitations, credit history, or accessibility needs. Our team provides actionable solutions to overcome these barriers, opening pathways to stable housing.5. Tenant Education and Empowerment: Education is a vital component of our program.Participants receive training on tenant rights and responsibilities, budgeting, andhousehold management. This empowers them to build sustainable housing practicesand maintain long-term tenancy successfully.6. Mediation and Liaison Services: We act as a mediator and liaison betweenparticipants and property managers to facilitate clear communication and ensuremutual understanding. Our team supports individuals in negotiating lease agreements,addressing concerns, and resolving conflicts with property managers. By providingskilled mediation, we foster a positive relationship between tenants and propertymanagers, helping to maintain stability and long-term housing success.7. Accessible Homeownership Opportunities: In addition to rental options, our program assists individuals with disabilities who wish to own a home. We provide resources and support throughout the home-buying process, including down payment assistance, mortgage guidance, and information on accessible home modifications. These services empower individuals with disabilities to achieve the security and stability of homeownership.8. Financial Counseling and Education: Participants receive financial counseling to help with budgeting, managing expenses, and maintaining financial health while owning or renting. This guidance promotes self-sufficiency and prepares individuals for the longterm responsibilities of renting or owning a home. Through these services, we aim to create inclusive housing opportunities for individuals withI/DD, promoting independence, stability, and a higher quality of life.PROPERTYOur Affordable Housing Rental Program provides safe, accessible, and affordable housing options for persons with disabilities, supporting both independence and community inclusion. This program aims to address the unique needs of individuals with disabilities by offering affordable rental units.Key Program Components:1. Affordable Rental Units: We offer rental housing with reduced rent costs specifically designed for individuals with disabilities. Each unit is adapted or adaptable to meet accessibility requirements, ensuring that residents can live comfortably and independently in a safe environment. Our affordable rent structure is designed to be sustainable for those with limited income, reducing housing-related financial stress.2. Supportive Housing Services: Our program includes ongoing housing support, such as assistance with tenant rights, maintenance resources, and community integrationservices. By fostering strong relationships with property managers and communityservice providers, we work to ensure a stable and supportive housing experience for all residents. Through these services, the Affordable Housing Ownership and Rental Program helps individuals with disabilities access secure and affordable housing, empowering them to lead independent, fulfilling lives within their communities. 1046347 true true false false false false false false false false true true false false true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 11 0 false 1 true false false false false false false false 0 false false false false false false false X 4 4 false false false false false false false true false false false true true true true true true true false false CA X Mary Eble 7072006553 600 Kentucky Street Fairfield CA 94533 Mary Eble Executive Dir. 40.00 0.00 X 78412 0 0 Elizabeth Clary Board President 2.00 0.00 X 0 0 0 Judy Naimo Secretary 2.00 0.00 X 0 0 0 Marry Ann Malinak Board Member 2.00 0.00 X 0 0 0 Angelica Gemo VP/Treasurer 2.00 0.00 X 0 0 0 78412 0 false false false 0 757904 175321 933225 Program Fees 227005 227005 Reimbursed Expenses 109554 109554 336559 0 0 0 0 0 0 0 0 0 1269784 336559 X 0 0 0 0 78412 75731 2681 0 0 0 8925 8824 101 5999 5999 0 0 0 0 0 0 717612 598916 118696 0 8073 6127 1946 0 0 39431 14733 24698 20074 13325 6749 0 0 18149 18149 0 58302 52705 5597 17270 5910 11360 Program Costs 133289 132095 1194 Computer and Software 66836 9803 57033 Repairs and maintenance 65890 65882 8 Telephone/Internet 13117 13117 34261 25031 9230 1285640 1046347 239293 0 50077 18963 0 0 80499 131126 0 0 0 0 2110 6115 1979135 887111 1132753 1092024 0 20962960 21282391 0 0 1 0 22228400 22530619 116775 130877 45748 12980 1206790 1217930 20962960 21282391 22332273 22644178 X -103873 -113559 -103873 -113559 22228400 22530619 X -15856 6170 X false true X true false X 315783 534555 494411 657065 933225 2935039 0 0 315783 534555 494411 657065 933225 2935039 0 2935039 720 614 523 1857 0 0 2936896 0.99940 0.99880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 413390 413390 1240172 613308 626864 236117 203418 32699 89456 70385 19071 1092024 21282391 Golden State Pooled Trust Obligations 21282391 21282391 X 1269784 1269784 1269784 1279470 1279470 6170 6170 1285640 Part X : FIN48 Footnote Management of the coalition considers the likelihood of changes by taxing authorities in its filed tax returns and recorgnizes a liability for or discloses potential significant changes if management believes it is more likely than not for a change to occur, including changes to the coalition's status as a not-for-profit entity. Management believes coalition met the requirements to maintain its tax-exempt status and has no income subject to unrelated business income tax; therefore no provision for income taxes has been provided in these financial statemets. The coalition's tax returns for the past three years are subject to examination by tax authorities, and may change upon examination. Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Depreciation $6170 Form 990, Part VI, Section B, Line 11b Copy provided to the NBHC Board of Directors to review the draft 990 return before filing. Form 990, Part VI, Section B, Line 12c Board meeting agenda item. Form 990, Part VI, Section B, Line 15a Compensation package is reviewed by the board annually and approved Form 990, Part VI, Section C, Line 19 Available upon request Form 990, Part XI, Line 9 Depreciaton on Returns not on Books = $6170