2024-11-14T20:31:50-05:00 2023-12-31 850232815 HINKLE LANDERS PC 2500 9TH ST NW ALBUQUERQUE NM 871021055 990 2023-01-01 850392520 SANTA FE COMMUNITY HOUSING TRUST SANT 5059893960 PO BOX 713 SANTA FE NM 875040713 ROMAN ABEYTA CEO 5059893960 2024-11-14 true true FARLEY VENER P00162894 5058838788 2024-11-14 2023 2024-10-15 13:58:12Z ROMAN ABEYTA PO BOX 713 SANTA FE NM 875040713 2831465 false X HOUSINGTRUSTONLINE.ORG X 1992 NM THE STATED MISSION OF THE HOUSING TRUST IS TO HELP AFFORDABLE AND ECOLOGICALLY SOUND HOUSING FOR LOW AND MODERATE INCOME HOUSEHOLDS BECOME A REALITY IN THE CITY AND COUNTY OF SANTA FE ON A LONG TERM BASIS AND TO HELP BRING ABOUT IMPROVED ECONOMIC OPPORTUNTITIES FOR THOSE RECEIVING SERVICES. THE HOUSING TRUST PROVIDES EDUCATION IN THE FORM OF ONE-ON-ONE COUNSELING AND GROUP CLASSES IN THE AREAS OF HOMEBUYER TRAINING, HOME MAINTENANCE, AND PERSONAL FINANCES, INCLUDING FORECLOSURE AVOIDANCE. THE HOUSING TRUST ALSO ASSISTS HOMEBUYERS IN THE REVIEW OF THEIR CLOSING DOCUMENTS AND ATTENDS THE HOME CLOSING WITH THEIR CLIENTS. 10 10 14 0 2440550 1607457 1157550 1176239 8084 47769 9455 0 3615639 2831465 274383 193577 0 936776 1140812 0 34544 1331657 1733135 2542816 3067524 1072823 -236059 46040100 48351091 11237817 11875868 34802283 36475223 X THE STATED MISSION OF THE HOUSING TRUST IS TO HELP AFFORDABLE AND ECOLOGICALLY SOUND HOUSING FOR LOW AND MODERATE INCOME HOUSEHOLDS BECOME A REALITY IN THE CITY AND COUNTY OF SANTA FE ON A LONG TERM BASIS AND TO HELP BRING ABOUT IMPROVED ECONOMIC OPPORTUNTITIES FOR THOSE RECEIVING SERVICES. THE HOUSING TRUST PROVIDES EDUCATION IN THE FORM OF ONE-ON-ONE COUNSELING AND GROUP CLASSES IN THE AREAS OF HOMEBUYER TRAINING, HOME MAINTENANCE, AND PERSONAL FINANCES, INCLUDING FORECLOSURE AVOIDANCE. THE HOUSING TRUST ALSO ASSISTS HOMEBUYERS IN THE REVIEW OF THEIR CLOSING DOCUMENTS AND ATTENDS THE HOME CLOSING WITH THEIR CLIENTS. false false 2491737 193577 1176239 IN 2023, THE HOUSING TRUST CONTINUED TO OPERATE A SUCCESSFUL HOMEBUYER TRAINING AND COUNSELING PROGRAM WITH THREE CONTRACTS FROM THE CITY OF SANTA FE TO MANAGE HOMEBUYER PROGRAMS, COMPLETE INCOME CERTIFICATIONS FOR CITY PROGRAMS, AND OPERATE TWO POOLS OF DOWNPAYMENT ASSISTANCE FUNDED BY THE CITY. 38 FAMILIES WERE ASSISTED IN FINANCING AND BUYING NEW HOMES IN SANTA FE AND SANTA FE COUNTY. THE HOUSING TRUST CONTINUED TO MANAGE THE THREE APARTMENT COMPLEXES THROUGH MONARCH PROPERTY MANAGEMENT. IN NOVEMBER 2022, THE BOARD OF DIRECTORS HIRED ROMAN ABETYA TO TAKE OVER AS CEO. HE THEN HIRED A DIRECTOR OF OPERATIONS, DEVELOPMENT, ASSETS AND FINANCE STAFF TO HELP MOVE THE HOUSING TRUST FORWARD WITH NEW OPPORTUNITIES AND CONTINUED GROWTH. THE ORGANIZATION CONTINUED TO PROVIDE HOUSING SERVICES FOR PEOPLE WITH HIV/AIDS WITH DOWNPAYMENT ASSISTANCE THROUGH A MULTI-YEAR FEDERAL GRANT, 2491737 true true false false 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 true true false false false true 55 0 true 14 true false false false false false false false false false false false false X 10 10 false false false false false false false true true false false true true true true true true true true false NM X X THE ORGANIZATION 5059893960 PO BOX 713 SANTA FE NM 875040713 ROMAN ABEYTA CEO 40.00 X 157247 0 6653 ROSE MARIE GONZALEZ PRESIDENT 2.00 X X 0 0 0 ESTEVAN TRUJILLO VICE PRESIDE 2.00 X X 0 0 0 ALAN OVERTON TREASURER 2.00 X X 0 0 0 ALBA BLONDIS SECRETARY 2.00 X X 0 0 0 SANTIAGO DELORA DIRECTOR 2.00 X 0 0 0 RIESHA FIORINA DIRECTOR 2.00 X 0 0 0 JOHN-PAUL GRANILLO DIRECTOR 2.00 X 0 0 0 CYNTHIA SANCHEZ DIRECTOR 2.00 X 0 0 0 JIM SIEBERT DIRECTOR 2.00 X 0 0 0 DAVE GURULE DIRECTOR 2.00 X 0 0 0 157247 6653 1 false true false THOMAS GIFFORD ARCHITECT PO BOX 31934 SANTA FE NM 87594 ARCHITECT 185911 NORTHERN VENTURES LLC 16B VIA DE ESTRELLAS SANTA FE NM 87506 158850 GME GENERAL BUILDING LLC 5935 AGUA FRIA STREET SANTA FE NM 87507 122805 3 1602911 4546 1607457 RENTAL INCOME 531110 648658 648658 PROGRAM INCOME 531110 519031 519031 TENANT FEES 531390 6028 6028 REAL ESTATE DEVELOPMENT 531390 2522 2522 1176239 47769 47769 2831465 1176239 47769 X 193577 193577 163900 130079 30112 3709 829287 656773 153598 18916 17419 14516 2585 318 51076 42561 7581 934 79130 62763 14572 1795 306778 51098 255680 27464 24700 1971 793 36125 29590 5819 716 164401 158307 5426 668 25413 19618 5160 635 20511 15835 4163 513 78676 73607 5069 317118 317118 70583 63765 6070 748 CREDIT LOSS ON LOAN RESER 388553 388553 EQUIPMENT & SOFTWARE 78902 66433 11102 1367 REPAIRS & MAINTENANCE 55550 46574 7992 984 OTHER EXPENSES 54359 42020 11476 863 108702 94250 12867 1585 3067524 2491737 541243 34544 3858302 2920546 2022522 1468267 437981 27000 210345 270427 27898390 29059047 20890 29791 13972114 4310187 6901824 9661927 183470 183408 4506376 4730678 46040100 48351091 397309 305918 30694 293733 10347574 10814053 462240 462164 11237817 11875868 X 34802283 28982804 7492419 34802283 36475223 46040100 48351091 -236059 1908999 X false true X true true true X 1518035 953338 1207276 2440550 1607457 7726656 1518035 953338 1207276 2440550 1607457 7726656 7726656 843474 979514 733980 8084 47769 2612821 9300 250608 9300 269208 10608685 10829845 0.72830 0.68820 X PART II, LINE 10 OTHER INCOME 269,208 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1798706 957808 2756514 10892991 3987578 6905413 300734 300734 21875 21875 9661927 DEVELOPMENT COSTS 2077965 LAND TRUST 1853161 OPERATING RESERVE 404718 RESERVES FOR REPLACEMENTS 206144 ELIGIBLE REIMB-RISK SHARE 115176 DEVELOPER FEE RESERVE 33784 ESCROW DEPOSITS 20032 TENANT SECURITY DEPOSITS 19698 4730678 DUE TO GRANTOR 445014 TENANT SECURITY DEPOSITS 17150 462164 X 4258533 1427068 1427068 2831465 2831465 5151544 2084020 2084020 3067524 3067524 SCHEDULE D, PAGE 3, PART X THE HOUSING TRUST FILES A FEDERAL FORM 990 TAX RETURN WITH THE INTERNAL REVENUE SERVICE. THE 990 IS ALSO FILED WITH THE NEW MEXICO DEPARTMENT OF JUSTICES ONLINE CHARITABLE REGISTRATION. THE HOUSING TRUST IS NOT CURRENTLY UNDER AUDIT NOR HAS THE ORGANIZATION BEEN CONTACTED BY ANY OF THESE JURISDICTIONS. MANAGEMENT BELIEVES IT IS OPERATING WITHIN THEIR TAX- EXEMPT PURPOSE. SCHEDULE D, PAGE 4, PART XI, LINE 2D SOLERAS STATION 964,922 STAGE COACH 614,130 ELIMINATIONS -152,044 LOSS ON INVESTMENT IN AFFILIATES 60 SCHEDULE D, PAGE 4, PART XII, LINE 2D SOLERAS STATION 1,408,318 STAGE COACH 827,746 ELIMINATIONS -152,044 false DIRECT ASSISTANCE 53 193577 SCHEDULE I, PAGE 1, PART I, LINE 2 FUNDS FOR RENTAL ASSISTANCE ARE DISBURSED DIRECTLY TO THE LANDLORDS FOR INDIVIDUALS WHO ARE SUBJECT TO AN EXTENSIVE INTITIAL ELIGIBILITY DETERMINATION. INDIVIDUALS RECEIVING HOUSING ASSISTANCE ARE ALSO SUBJECT TO EXTENSIVE ELIGIBILITY DETERMINATION PROCEDURES. COMPLIANCE WITH PROGRAM REQUIREMENTS ARE MONITORED ON AN ONGOING BASIS. X false false false false false false false false false ROMAN ABEYTA CEO 157247 6653 163900 FORM 990 - ORGANIZATION'S MISSION THE STATED MISSION OF THE HOUSING TRUST IS TO HELP AFFORDABLE AND ECOLOGICALLY SOUND HOUSING FOR LOW AND MODERATE INCOME HOUSEHOLDS BECOME A REALITY IN THE CITY AND COUNTY OF SANTA FE ON A LONG TERM BASIS AND TO HELP BRING ABOUT IMPROVED ECONOMIC OPPORTUNTITIES FOR THOSE RECEIVING SERVICES. THE HOUSING TRUST PROVIDES EDUCATION IN THE FORM OF ONE-ON-ONE COUNSELING AND GROUP CLASSES IN THE AREAS OF HOMEBUYER TRAINING, HOME MAINTENANCE, AND PERSONAL FINANCES, INCLUDING FORECLOSURE AVOIDANCE. THE HOUSING TRUST ALSO ASSISTS HOMEBUYERS IN THE REVIEW OF THEIR CLOSING DOCUMENTS AND ATTENDS THE HOME CLOSING WITH THEIR CLIENTS. FORM 990, PAGE 2, PART III, LINE 4A IN 2023, THE HOUSING TRUST CONTINUED TO OPERATE A SUCCESSFUL HOMEBUYER TRAINING AND COUNSELING PROGRAM WITH THREE CONTRACTS FROM THE CITY OF SANTA FE TO MANAGE HOMEBUYER PROGRAMS, COMPLETE INCOME CERTIFICATIONS FOR CITY PROGRAMS, AND OPERATE TWO POOLS OF DOWNPAYMENT ASSISTANCE FUNDED BY THE CITY. 38 FAMILIES WERE ASSISTED IN FINANCING AND BUYING NEW HOMES IN SANTA FE AND SANTA FE COUNTY. THE HOUSING TRUST CONTINUED TO MANAGE THE THREE APARTMENT COMPLEXES THROUGH MONARCH PROPERTY MANAGEMENT. IN NOVEMBER 2022, THE BOARD OF DIRECTORS HIRED ROMAN ABETYA TO TAKE OVER AS CEO. HE THEN HIRED A DIRECTOR OF OPERATIONS, DEVELOPMENT, ASSETS AND FINANCE STAFF TO HELP MOVE THE HOUSING TRUST FORWARD WITH NEW OPPORTUNITIES AND CONTINUED GROWTH. THE ORGANIZATION CONTINUED TO PROVIDE HOUSING SERVICES FOR PEOPLE WITH HIV/AIDS WITH DOWNPAYMENT ASSISTANCE THROUGH A MULTI-YEAR FEDERAL GRANT, FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO SUBMISSION TO THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD ENGAGES IN SELF MONITORING PROCEDURES WITH THE REQUIREMENT THAT ALL POTENTIAL AND ACTUAL CONFLICTS ARE TO BE DISCLOSED IN A TIMELY MANNER. THE BOARD ANNUALLY PERFORMS A CONFLICT OF INTEREST ASSESSMENT AND PROVIDES SIGNED DOCUMENTATION ATTESTING TO THE ABSENCE OF CONFLICTS. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION REVIEW IS PERFORMED AND APPROVED ANNUALLY BY ACTION OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION REVIEW IS PERFORMED AND APPROVED ANNUALLY BY ACTION OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 INFORMATION IS MADE AVAILABLE ON THE ORGANIZATIONS WEBSITE, ON THE GUIDESTAR WEBSITE, AND UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES 23,255 255,680 0 PROPERTY MANAGEMENT FEES 27,843 0 0 TOTAL 51,098 255,680 0 VILLAGE SAGE LLC 1111 AGUA FRIA STREET SANTA FE NM 87501 263709433 RENTAL NM SANTA FE C SANTA FE COMMUNITY HOUSING SFCHT STAGE COACH 1111 AGUA FRIA STREET SANTA FE NM 87501 800738953 RENTAL NM SANTA FE C SANTA FE COMMUNITY HOUSING ARROYO CENTRAL LLC 1111 AGUA FRIA STREET SANTA FE NM 87501 474224526 REAL ESTAT NM SANTA FE C SANTA FE COMMUNITY HOUSING PRESCISO LLC 1111 AGUA FRIA STREET SANTA FE NM 87501 811966617 REAL ESTAT NM SANTA FE C SANTA FE COMMUNITY HOUSING STAGE COACH APARTMENTS LLC 1111 AGUA FRIA STREET SANTA FE NM 87501 800738953 RENTAL NM SANTA FE C RELATED -27 87390 false true 0.00010 SS-2017 LLLP 1111 AGUA FRIA STREET SANTA FE NM 87501 611858942 RENTAL NM SANTA FE C RELATED -4 18165 false true 0.00010 false false false false false false false false false false false false false false false false false false false