2024-11-14T10:35:53-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2023-01-01 311815003 CORE PROGRAMS INC CORE 7043365233 400 EAST BOULEVARD CHARLOTTE NC 28203 HEATHER R FRANKLIN EVP OF FINANCE 7043365233 2024-11-13 1 1 DAVID LOWENTHAL P00378651 2483757100 2024-11-13 2023 2024-10-15 13:58:12Z HEATHER R FRANKLIN 400 EAST BOULEVARD CHARLOTTE NC 28203 4788023 0 X WWW.CORECLT.ORG X 2001 NC PROVIDING BENEFITS AND SERVICES TO LOW-INCOME PERSONS WITHIN THE TERRITORIAL JURISDICTION OF INLIVIAN. 7 7 0 7 0 0 2928888 3662302 1096999 1119794 6436 5927 0 0 4032323 4788023 0 0 0 0 3259795 3559573 0 0 0 1376370 1879614 4636165 5439187 -603842 -651164 4032089 3789802 1800276 2209829 2231813 1579973 X PROVIDING BENEFITS AND SERVICES TO LOW-INCOME PERSONS WITHIN THE TERRITORIAL JURISDICTION OF INLIVIAN. 0 0 2125677 0 637113 C.O.R.E. IS ADMINISTERING SERVICES FOR FAMILY AND CHILDREN FOR APPROXIMATELY 1,300 PEOPLE LIVING IN 39 SITES, INCLUDING THOSE WHICH ARE HDP OWNED AND MANAGED FAMILY SITES. THEY ARE PROVIDING ACCESS TO EDUCATION AND EMPLOYMENT OPPORTUNITIES AS WELL AS LIFE COUNSELING. 701781 0 475922 C.O.R.E. IS ADMINISTERING SERVICES FOR SENIORS AND DISABLED RESIDENTS WHICH IS APPROXIMATELY 1,443 PEOPLE. THEY ARE PROVIDING SERVICES TO INCREASE PHYSICAL HEALTH AND THE ABILITY TO MAINTAIN INDEPENDENCE. 360771 0 0 C.O.R.E. IS ADMINISTERING A HOMEOWNERSHIP PROGRAM THAT PROVIDES HCV PARTICIPANTS THE OPPORTUNITY TO BUILD WEALTH THROUGH THE PURCHASE OF A HOME. 7 CLOSINGS IN 2023. 810411 0 6759 OTHER PROGRAM SERVICES. 810411 0 6759 3998640 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X HEATHER FRANKLIN 7043365233 400 EAST BOULEVARD CHARLOTTE NC 28203 RAY MCKINNON CHAIR COMMISSIONER 1.00 1.00 X 0 0 0 MICHAEL KENNERLY VICE CHAIR COMMISSIONER 1.00 1.00 X 0 0 0 LINDA ASHENDORF COMMISSIONER 1.00 1.00 X 0 0 0 ANTOINE DENNARD COMMISSIONER 1.00 1.00 X 0 0 0 ERIN SMITH COMMISSIONER 1.00 1.00 X 0 0 0 FATINA ALLEN COMMISSIONER 1.00 1.00 X 0 0 0 MAURICE ROBINSON COMMISSIONER 1.00 1.00 X 0 0 0 FULTON MEACHEM CEO 1.00 40.00 X 0 386331 46632 HEATHER FRANKLIN EVP, FINANCE 1.00 40.00 X 0 188866 37653 HARRIETT HUELL EVP, LEGAL 1.00 40.00 X 0 179689 31549 KEN WOOD EVP, INFORMATION TECH - PART YEAR 1.00 40.00 X 0 125037 17845 TOMICO EVANS EVP, CORE 1.00 40.00 X 0 139662 20778 KENYA LEWIS EVP, PEOPLE AND CULTURE 1.00 40.00 X 0 125169 21326 TEMEKA COUCH EVP, HOUSING CHOICE VOUCHERS 1.00 40.00 X 0 136687 16689 ERIC SCOTT COO 1.00 40.00 X 0 153750 22721 ALLAN RIVERA EVP, INFORMATION TECHNOLOGY 1.00 40.00 X 0 131923 19954 ALLEN GONG EVP, REAL ESTATE DEVELOPMENT 1.00 40.00 X 0 148427 17342 CHERON PORTER EVP, CORPORATE COMMUNICATIONS 1.00 40.00 X 0 160974 22176 KIMBERLIE SMITH EVP, BLUE HORIZON 1.00 40.00 X 0 183057 36548 0 2059572 311213 0 0 1 0 RENAISSANCE WEST COMMUNITY INITIATIVE 3610 NOBLES AVE 199 CHARLOTTE NC 28208 CHILDCARE SUBSIDY & FSS CONTRACT INSTALL 360206 CHILDCARE RESOURCES INC 200 B REGENCY EXECUTIVE PARK DRIVE CHARLOTTE NC 28217 CHILDCARE SUBSIDY 134901 2 3458026 127500 76776 3662302 SOCIAL SERVICE FEES 531390 1113035 1113035 MISC. PROGRAM SERVICE 531390 6759 6759 1119794 5431 5431 496 0 496 496 496 4788023 1119794 0 5927 2340636 1955163 385473 1218937 1020031 198906 492927 492927 12350 12350 71848 71848 17588 4551 13037 85252 62420 22832 132264 104946 27318 70693 70693 68205 54791 13414 955 955 9761 9761 14643 14643 TENANT CHILDCARE 467107 467107 CLIENT SERVICES 133880 133880 TENANT EDUCATION/TRAINI 127724 127724 BAD DEBT 54056 54056 120361 68027 52334 5439187 3998640 1440547 0 2483382 2163910 167112 248400 34465 53219 71937 65506 16192 6431 1330938 1317842 4032089 3789802 1560541 2004308 24094 15702 215641 189819 1800276 2209829 X 728462 213742 1503351 1366231 2231813 1579973 4032089 3789802 X -651164 -676 X 0 1 X 1 0 X 138440 444829 2961838 2928888 3662302 10136297 138440 444829 2961838 2928888 3662302 10136297 10136297 35290 13589 5801 4410 5431 64521 10200818 4799432 0.99370 0.98900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1511253 2405 138154 1375504 1602897 2406 94050 1511253 1598503 4394 1602897 1589863 8640 1598503 1592572 23845 26554 1589863 0.00000 1.00000 0.00000 0 0 71937 65506 6431 6431 DEFERRED OUTFLOW OF RESOURCES 774322 INTERPROGRAM - DUE FROM 543520 1317842 DEFERRED INFLOW OF RESOURCES 53374 INTERPROGRAM DUE TO REVOLVING 4229 INTERPROGRAM DUE TO CORE 36810 INTERPROGRAM DUE TO OTHER 95406 189819 4733291 -676 -676 4733967 54056 54056 4788023 5385131 0 5385131 54056 54056 5439187 PART V, LINE 4: SCHEDULE D PART V PIEDMONT COURTS CSS ENDOWMENT TRUST - THE TRUST SHALL BE USED SOLELY FOR PLANNING, PROVIDING, AND EVALUATING COMMUNITY AND SUPPORT SERVICES FOR THE PRIMARY BENEFIT OF HOUSING RESIDENTS OF SEIGLE POINT APARTMENT HOMES, MCADEN PARK (F/K/A SEIGLE 60), 940 BREVARD, AND FORMER RESIDENTS OF THE PIEDMONT COURTS PUBLIC HOUSING COMMUNITY, AND SUCH OTHER USES AS HUD MAY APPROVE IN WRITING. A GRANT WAS RECEIVED IN A PRIOR YEAR TO REVITALIZE BOULEVARD HOMES. THIS PROPERTY IS NOW BEING TRANSFORMED INTO THE RENAISSANCE COMMUNITY WHICH INCLUDES HOUSING FOR SENIORS AND FAMILIES, AS WELL AS A COMMUNITY CENTER, K-8 SCHOOL AND CHILD DEVELOPMENT CENTER. THIS FINAL GRANT WAS FULLY EXPENDED IN THE FALL OF 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET OPERATING TRANSFERS IN (OUT) -676. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 54,056. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 54,056. 0 0 0 0 0 0 0 0 0 FULTON MEACHEM CEO 0 307212 0 45000 0 34119 0 44469 0 2163 0 432963 0 0 HEATHER FRANKLIN EVP, FINANCE 0 176932 0 8619 0 3315 0 23509 0 14144 0 226519 0 0 KIMBERLIE SMITH EVP, BLUE HORIZON 0 174807 0 8250 0 0 0 22819 0 13729 0 219605 0 0 HARRIETT HUELL EVP, LEGAL 0 168458 0 8111 0 3120 0 22375 0 9174 0 211238 0 0 CHERON PORTER EVP, CORPORATE COMMUNICATIONS 0 154228 0 6746 0 0 0 20059 0 2117 0 183150 0 0 ERIC SCOTT COO 0 153750 0 0 0 0 0 19335 0 3386 0 176471 0 0 ALLEN GONG EVP, REAL ESTATE DEVELOPMENT 0 128173 0 0 0 20254 0 16315 0 1027 0 165769 0 0 TOMICO EVANS EVP, CORE 0 136334 0 3328 0 0 0 17411 0 3367 0 160440 0 0 TEMEKA COUCH EVP, HOUSING CHOICE VOUCHERS 0 128000 0 0 0 8687 0 16079 0 610 0 153376 0 0 ALLAN RIVERA EVP, INFORMATION TECHNOLOGY 0 131923 0 0 0 0 0 16619 0 3335 0 151877 0 0 PART I, LINE 3 THE FOLLOWING METHODS ARE USED BY A RELATED ORGANIZATION, THE HOUSING AUTHORITY OF THE CITY OF CHARLOTTE, TO DETERMINE COMPENSATION FOR THE CEO AND OTHER OFFICERS: -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION B, LINE 11B ALL DOCUMENTS ARE EMAILED TO THE BOARD OF COMMISSIONERS AND GIVEN TIME TO REVIEW AND COMMENT PRIOR TO THE FILING OF THE 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO FILL OUT FORMS ANNUALLY AND DISCLOSE CONFLICTS OF INTEREST. IF A CONFLICT OF INTEREST ARISES, THE BOARD MEMBER ABSTAINS FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR ALL EMPLOYEES IS BASED ON A YEARLY REVIEW OF MARKET AND INDUSTRY AVERAGES AS WELL AS AN EXTERNAL POSITION REVIEW, WHICH IS COMPLETED EVERY THREE TO FOUR YEARS. EXECUTIVE PAY REQUIRES ADDITIONAL REVIEW THAT INCLUDES THE FOLLOWING: A REVIEW OF ALL POSITIONS FROM AN EXTERNAL COMPENSATION FIRM (WATER CONSULTANTS) TO ENSURE POSITIONS ARE ACCURATE IN BOTH CONTENT AND IN PAY SCALE. FOR EXECUTIVE (CEO) PAY, A SALARY/BENEFIT REVIEW IS APPROXIMATELY EVERY TWO YEARS WITH OTHER AGENCIES (BOTH NC AND SC). THE UTILIZATION OF THE ANNUAL EMPLOYER'S ASSOCIATION SALARY COMPENSATION REVIEW AND THE RESULTS OF THE NAHRO EXECUTIVE COMPENSATION STUDY IS ALSO TAKEN INTO ACCOUNT WHEN DETERMINING EXECUTIVE PAY. THE LAST COMPENSATION REVIEW WAS CONDUCTED IN 2023. THIS PROCESS IS PERFORMED BY A RELATED PARTY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: OPERATING TRANSFERS OUT -676. INLIVIAN 400 EAST BOULEVARD CHARLOTTE NC 28203 566000560 LOW-INC HSG NC GOVERNMENT N/A 0 HORIZON DEVELOPMENT PROPERTIES INC 400 EAST BOULEVARD CHARLOTTE NC 28203 562246833 ASSIST RESID. NC 501(C)3 LINE 7 N/A 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0