2025-11-05T10:50:14-06:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990 2024-01-01 046138418 CITIZENS' HOUSING AND PLANNING ASSOCIATION INC CITI 6177420820 ONE BEACON STREET 5TH FLOOR BOSTON MA 02108 MARITZA CROSSEN CURRENT CHIEF OPER OFFICER 6177420820 2025-11-04 1 1 LORI ROTHE YOKOBOSKY P01273422 7813803520 2025-10-30 2024 2025-03-06 01:10:19Z RACHEL HELLER ONE BEACON STREET 5TH FLOOR BOSTON MA 02108 5070614 0 X WWW.CHAPA.ORG X 1966 MA THE ORGANIZATION'S MISSION IS EDUCATION & TRAINING IN PROGRAMS FOR HOUSING AFFORDABILITY. 19 19 23 500 0 0 2371788 2741670 925082 1251439 108579 231736 15700 15720 3421149 4240565 0 0 0 0 2114410 2386871 0 0 323457 1634501 1834189 3748911 4221060 -327762 19505 5465772 5636209 1277834 1382112 4187938 4254097 X THE ORGANIZATION'S MISSION IS EDUCATION & TRAINING IN PROGRAMS FOR HOUSING AFFORDABILITY. 0 0 1069667 RESEARCH ADVOCACY AND COALITION BUILDING - CHAPA WORKS TO INCREASE RESOURCES AND PROGRAMS FOR AFFORDABLE HOUSING ON THE STATE AND FEDERAL LEVELS. THE ORGANIZATION WORKS COLLABORATIVELY WITH GROUPS OF INDIVIDUALS CONCERNED WITH HOUSING AND COMMUNITY DEVELOPMENT. UNDER THIS PROGRAM AREA, CHAPA MANAGES THE NEW ENGLAND NETWORK, WHICH BRINGS TOGETHER HOUSING ADVOCATES FROM ALL SIX NEW ENGLAND STATES. 1404158 294870 HOUSING COUNSELING AND EDUCATION PROGRAMS - CHAPA MANAGES SEVERAL PROGRAMS TO INCREASE HOMEOWNERSHIP OPPORTUNITIES FOR LOW-INCOME HOUSEHOLDS. THESE INCLUDE: A HOMEOWNERSHIP COUNSELING GRANT PROGRAM UNDER A CONTRACT WITH THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT ("HUD") AND THE MASSACHUSETTS HOMEOWNERSHIP COLLABORATIVE, WHICH PROVIDES TECHNICAL ASSISTANCE AND TRAINING TO HOME BUYER COUNSELING AGENCIES. 569545 NEW LEASE FOR HOMELESS FAMILIES - CHAPA SERVES AS THE FISCAL SPONSOR FOR NEW LEASE FOR HOMELESS FAMILIES ("NL"). THE NL PROGRAM WORKS COLLABORATIVELY WITH STATE AGENCIES, QUASIPUBLIC ORGANIZATIONS, AFFORDABLE HOUSING PROVIDERS AND NONPROFIT ORGANIZATIONS TO REDUCE HOMELESSNESS IN THE COMMONWEALTH OF MASSACHUSETTS. 373521 956569 TRAINING AND EDUCATION - CHAPA ACTS AS AN INFORMATION CLEARINGHOUSE FOR THE AFFORDABLE HOUSING AND PLANNING COMMUNITY. THE ORGANIZATION MAINTAINS A WEB PAGE WITH MONTHLY UPDATES AND SENDS OUT REGULAR NEWSLETTERS WITH UPDATES ON STATE AND FEDERAL HOUSING POLICY. THE ORGANIZATION ALSO HOLDS CONFERENCES AND FORUMS TO KEEP AFFORDABLE HOUSING STAKEHOLDERS INFORMED OF NEW PROGRAMS, DEVELOPMENTS AND/OR CHANGES IN PUBLIC POLICIES. 75658 MASSACCESS REGISTRY - FUNDED BY MASSACHUSETTS REHABILITATION COMMISSION AND MANAGED BY CHAPA, THE MASSACHUSETTS ACCESSIBLE HOUSING REGISTRY IS A DATABASE OF ACCESSIBLE UNITS THROUGHOUT MASSACHUSETTS THAT HELPS TO MATCH PEOPLE WITH DISABILITIES WITH VACANT APARTMENTS. MASSACHUSETTS SMART GROWTH ALLIANCE - CHAPA SERVES AS THE FISCAL SPONSOR FOR THE MASSACHUSETTS SMART GROWTH ALLIANCE ("MSGA"). MSGA IS MADE UP OF LEADING NONPROFIT ORGANIZATIONS THAT WORK TOGETHER TO PROMOTE STATE POLICIES THAT FOSTER SMART GROWTH PLANNING AND DEVELOPMENT. THE ACTIVITY FOR THIS PROGRAM BECAME STAGNANT DURING A PRIOR YEAR, HOWEVER, CHAPA REMAINS THE FISCAL SPONSOR AND THE NET ASSETS REMAIN RESTRICTED FOR MSGA'S PURPOSES. 449179 956569 3492549 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 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 0 0 0 0 1 20 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X MARITZA CROSSEN 6177420820 ONE BEACON STREET 5TH FLOOR BOSTON MA 02108 ANDREW DEFRANZA PRESIDENT 5.00 X X 0 0 0 LESLIE REID VICE PRESIDENT 5.00 X X 0 0 0 KENNETH WILLIS VICE PRESIDENT 2.00 X X 0 0 0 KENAN BIGBY TREASURER 5.00 X X 0 0 0 RACHANA CROWLEY CLERK 5.00 X X 0 0 0 ANDREA ALDANA DIRECTOR 2.00 X 0 0 0 DIANA CARVAJAL-HIRSCH DIRECTOR 2.00 X 0 0 0 SYMONE CRAWFORD DIRECTOR 2.00 X 0 0 0 KELLEY CRONIN DIRECTOR 2.00 X 0 0 0 KEITH FAIREY DIRECTOR 2.00 X 0 0 0 KAREN FREDERICK DIRECTOR 2.00 X 0 0 0 LIZBETH HEYER DIRECTOR 2.00 X 0 0 0 JASON KORB DIRECTOR 2.00 X 0 0 0 ANGIE LIOU DIRECTOR 2.00 X 0 0 0 KATHLEEN MCGILVRAY DIRECTOR 2.00 X 0 0 0 JENNIFER RAITT DIRECTOR 2.00 X 0 0 0 OLIVIA RICHARD DIRECTOR 2.00 X 0 0 0 AMARILLYS RODRIGUEZ DIRECTOR 2.00 X 0 0 0 TIMOTHY SULLIVAN DIRECTOR 2.00 X 0 0 0 MARITZA CROSSEN EXECUTIVE DIRECTOR 40.00 X 108015 0 44125 KAREN WIENER CHIEF OPERATING OFFICER 40.00 X 147372 0 22631 RACHEL HELLER CHIEF EXECUTIVE OFFICER 40.00 X 167008 0 21107 JENNA CONNOLLY DIRECTOR OF COMMUNICATIONS & EVENTS 40.00 X 110368 0 18084 THOMAS PLIHCIK NEW LEASE EXEC DIRECTOR 40.00 X 120066 0 41434 WHITNEY D DEMETRIUS DIRECTOR OF FAIR HOUSING 40.00 X 113499 0 6023 DAVID GASSER PROGRAMS DIRECTOR 40.00 X 113499 0 6023 MATTHEW NOYES POLICY DIRECTOR 40.00 X 113499 0 6062 993326 0 165489 9 0 1 0 0 116667 160570 887255 1577178 2741670 CONTRACT SERVICE FEES 561449 956569 956569 CONFERENCES/FORUM FEES 531120 294870 294870 1251439 89287 89287 15720 0 15720 15720 15720 972498 830049 142449 142449 142449 4240565 1251439 0 247456 X 487237 404136 57167 25934 1517063 1257023 178841 81199 54624 45612 6211 2801 178439 148998 20291 9150 149508 124008 17542 7958 41376 41376 1193648 1093850 30731 69067 94640 64753 27754 2133 223354 198391 17595 7368 24735 24735 203171 81650 4817 116704 17771 15698 1461 612 CLIENT ASSISTANCE 20065 20065 DUES & SUBSCRIPTIONS 8078 7136 664 278 EQUIPMENT RENTAL/MAINTE 7351 6494 604 253 4221060 3492549 405054 323457 435112 248666 7000 4000 459490 735008 56480 62123 3468072 3703578 1025705 868921 13913 13913 5465772 5636209 201423 463290 3000 2100 1073411 916722 1277834 1382112 X 3401805 3681096 786133 573001 4187938 4254097 5465772 5636209 19505 46654 0 X 0 1 X 1 0 X 3901295 3344963 2990525 2371788 2741670 15350241 3901295 3344963 2990525 2371788 2741670 15350241 1041662 14308579 57788 63515 68729 83086 105007 378125 15728366 3815694 0.90970 0.90500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 25187 0 0 0 0 0 25187 0 PART II-B, LINE 1: LOBBYING COSTS ARE INCURRED BY VARIOUS STAFF FOR PAYROLL. LOBBYING COSTS ARE ALSO INCURRED WHEN ORGANIZATION PURCHASES BOOKS AND MAILS TO STATE LEGISLATORS, ALONG WITH SOME MISCELLANEOUS OPERATING COSTS ASSOCIATED WITH THESE ACTIVITIES. 0 OPERATING LEASE LIABILITY 904864 FINANCE LEASE LIABILITY 11858 916722 X 4245843 46654 46654 4199189 41376 41376 4240565 4179684 0 4179684 41376 41376 4221060 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. GENERALLY, THE ORGANIZATION'S INFORMATION/TAX RETURNS REMAIN OPEN FOR POSSIBLE FEDERAL INCOME TAX EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2021 REMAIN OPEN. X 0 0 0 0 0 0 0 0 0 RACHEL HELLER CHIEF EXECUTIVE OFFICER 167008 0 0 0 0 0 8507 0 12600 0 188115 0 0 0 KAREN WIENER CHIEF OPERATING OFFICER 147372 0 0 0 0 0 7757 0 14874 0 170003 0 0 0 THOMAS PLIHCIK NEW LEASE EXEC DIRECTOR 120066 0 0 0 0 0 6450 0 34984 0 161500 0 0 0 MARITZA CROSSEN EXECUTIVE DIRECTOR 108015 0 0 0 0 0 6007 0 38118 0 152140 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER AND OFFICERS REVIEW FORM 990 PRIOR TO APPROVING AND FILING THE RETURN. A FULL COPY OF FORM 990 IS DISTRIBUTED TO THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS ALL CONTRACTS AND ANY POTENTIAL ARRANGEMENTS THAT COULD POSE A CONFLICT OF INTEREST. AN ANNUAL DISCLOSURE QUESTIONNAIRE IS PREPARED BY ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS INDEPENDENTLY REVIEW THE PERFORMANCE AND COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. THE CHIEF EXECUTIVE OFFICER REVIEWS THE PERFORMANCE OF STAFF AND COMPARES SALARY LEVELS TO SIMILAR NON-PROFIT ORGANIZATIONS TO ENSURE COMPENSATION PARITY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 366,738. MANAGEMENT AND GENERAL EXPENSES 30,731. FUNDRAISING EXPENSES 69,067. TOTAL EXPENSES 466,536. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 40,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,000. SUBCONTRACTORS AND RELATED EXPENSES: PROGRAM SERVICE EXPENSES 687,112. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 687,112.