2025-10-14T00:31:02-04:00 2024-12-31 561627242 ROMEO WIGGINS & COMPANY LLP 8210 CREEDMOOR ROAD SUITE 202 RALEIGH NC 276131388 990 2024-01-01 581798953 NORTH CAROLINA HOUSING COALITION INC NORT 9198810707 3608 UNIVERSITY DR SUITE 201 DURHAM NC 27707 SAMUEL GUNTER EXECUTIVE DIRECTOR 9198810707 2025-10-08 true false J KELLY LANIER P01240701 9198705151 2025-10-08 2024 2025-03-06 01:10:19Z SAMUEL GUNTER 3608 UNIVERSITY DR SUITE 201 DURHAM NC 27707 3828199 false X WWW.NCHOUSING.ORG X 1988 NC THE MISSION OF THE NORTH CAROLINA HOUSING COALITION IS TO LEAD A MOVEMENT TO ENSURE THAT EVERY NORTH CAROLINIAN HAS A HOME IN WHICH TO LIVE WITH DIGNITY AND OPPORTUNITY. THE COALITION MEETS ITS MISSION BY CONVENING, RESOURCING, AND MOBILIZING AFFORDABLE HOUSING PROFESSIONALS, COMMUNITIES IMPACTED BY A LACK OF AFFORDABILITY, AND THE BROADER PUBLIC TO PURSUE POLICIES AT THE LOCAL, STATE, AND FEDERAL LEVELS THAT IMPROVE THE SUPPLY, QUALITY, AND ACCESS OF AFFORDABLE HOUSING IN NORTH CAROLINA. 10 10 12 10 0 3908136 3613038 138900 202268 324 1214 1650 11679 4049010 3828199 3261305 1852954 0 966774 977913 0 94255 329765 364644 4557844 3195511 -508834 632688 1574470 2082133 990387 865362 584083 1216771 X THE MISSION OF THE NORTH CAROLINA HOUSING COALITION IS TO LEAD A MOVEMENT TO ENSURE THAT EVERY NORTH CAROLINIAN HAS A HOME IN WHICH TO LIVE WITH DIGNITY AND OPPORTUNITY. THE COALITION MEETS ITS MISSION BY CONVENING, RESOURCING, AND MOBILIZING AFFORDABLE HOUSING PROFESSIONALS, COMMUNITIES IMPACTED BY A LACK OF AFFORDABILITY, AND THE BROADER PUBLIC TO PURSUE POLICIES AT THE LOCAL, STATE, AND FEDERAL LEVELS THAT IMPROVE THE SUPPLY, QUALITY, AND ACCESS OF AFFORDABLE HOUSING IN NORTH CAROLINA. false false 2047769 1827954 HOUSING COUNSELING ASSISTANCE: IN 2024 AND 2023, THE COALITION WAS AWARDED COMPREHENSIVE HOUSING COUNSELING PROGRAM (CHC) FUNDS THROUGH THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD), OFFICE OF HOUSING COUNSELING. THE COALITION CONTRACTS WITH HUD-APPROVED HOUSING COUNSELING AGENCIES TO PROVIDE A WIDE VARIETY OF HOUSING COUNSELING SERVICES TO HOMEBUYERS, HOMEOWNERS, RENTERS, AND THE HOMELESS. THROUGH A SUBRECIPIENT AGREEMENT WITH THE NC OFFICE OF RECOVERY AND RESILIENCY (NCORR) EXECUTED IN 2022, THE HOMEOWNERSHIP ASSISTANCE PROGRAM PROVIDES DOWN PAYMENT AND CLOSING COSTS ASSISTANCE TO FIRST TIME AND FIRST-GENERATION HOMEBUYERS FOR THE PURCHASE OF A HOME, TO BE USED AS THE PRIMARY RESIDENCE, WITHIN 16 COUNTIES MOST IMPACTED AND DISTRESSED BY HURRICANES MATTHEW AND FLORENCE. 170201 ANNUAL HOUSING CONFERENCES: THE COALITION CO-HOSTS AND FACILITATES THE NC ANNUAL HOUSING CONFERENCE WHICH BRINGS TOGETHER DEVELOPERS, LENDERS, ADVOCACY ORGANIZATIONS, SERVICE PROVIDERS, HOUSING COUNSELORS AND MANY OTHERS TO DISCUSS BEST PRACTICES AND THE IMPACT AFFORDABLE HOUSING HAS ON OUR FAMILIES, COMMUNITIES, AND ECONOMY. THE COALITION ALSO CO-HOSTS THE BRINGING IT HOME CONFERENCE, AN ANNUAL CONFERENCE FOR HOMELESS SERVICE PROVIDERS. 354214 25000 POLICY & ADVOCACY: THE COALITION PROVIDES GENERAL ADVOCACY, EDUCATION AND PUBLIC POLICY DEVELOPMENT TO INCREASE ACCESS TO AFFORDABLE HOUSING FOR LOW-INCOME NORTH CAROLINIANS. THE COALITION IS ALSO PART OF THE NATIONAL ENERGY EFFICIENCY FOR ALL CAMPAIGN THAT FOCUSES ON ENERGY EFFICIENCY FOR LOW-INCOME RENTERS AND THE OPPORTUNITY STARTS AT HOME THAT SEEKS TO BROADEN THE SUPPORT FOR HOUSING AMONG OTHER SECTORS. THE COALITION IS ALSO ENGAGED WITH AND SUPPORTS LOCAL INDIVIDUALS AND ORGANIZATIONS ENGAGED IN TENANT ORGANIZING. 269581 COMMUNITY JUSTICE COLLABORATIVE: THE COMMUNITY JUSTICE COLLABORATIVE (CJC) IS A NEW TRIANGLE-REGION INITIATIVE INCUBATED BY THE NC HOUSING COALITION. THE PRIMARY PURPOSE OF THE COLLABORATIVE IS TO SUPPORT AND CONNECT COMMUNITY-LED EFFORTS IN HISTORICALLY BLACK COMMUNITIES TO PREVENT THE DISPLACEMENT OF LONG-TERM NEIGHBORS AND TO ENABLE AFFORDABLE AND EQUITABLE HOUSING DEVELOPMENT, PROVIDE AMPLE OPPORTUNITIES FOR POWER BUILDING ACROSS THE REGION. WORKING IN AND WITH A DOZEN HISTORICALLY BLACK NEIGHBORHOODS, THE CJC WILL HELP MOBILIZE COMMUNITY DEVELOPMENT STRATEGIES, REAL ESTATE TOOLS, AND DATA ANALYSIS TO FURTHER COMMUNITY SELF-DETERMINATION, INCREASE RACIAL EQUITY, AND RETAIN LOWER-INCOME LONG-TERM BLACK RESIDENTS WHO HAVE BUILT AND SUSTAINED OUR COMMUNITIES. NORTH CAROLINA TENANTS UNION (NCTU): ON MARCH 15, 2024, THE COALITION (THE "SPONSOR") ENTERED INTO A FISCAL SPONSORSHIP AGREEMENT WITH THE NORTH CAROLINA TENANTS UNION (THE "PROJECT"). UNDER THIS AGREEMENT, THE SPONSOR PROVIDES FISCAL SPONSORSHIP SERVICES, INCLUDING RECEIVING GRANTS, TAX DEDUCTIBLE CONTRIBUTIONS, AND OTHER REVENUES ON BEHALF OF THE PROJECT. THE SPONSOR IS ALSO RESPONSIBLE FOR MAINTAINING FINANCIAL OVERSIGHT, DISBURSING FUNDS AND PROCESSING PAYROLL FOR THE PROJECT'S ACTIVITIES IN ACCORDANCE WITH THE TERMS OUTLINED IN THE AGREEMENT. THE AGREEMENT INCLUDES AN ADMINISTRATIVE FEE OF 6.5% OF THE PROJECT'S GROSS REVENUE, APPLIED TO DONATIONS AND GRANTS RECEIVED BY THE SPONSOR ON THE PROJECT'S BEHALF. ADDITIONALLY, THE SPONSOR AGREES TO PROVIDE CERTAIN EMPLOYEE BENEFITS AND ADMINISTRATIVE SUPPORT TO PROJECT STAFF. THIS AGREEMENT IS EXPECTED TO REMAIN IN EFFECT UNTIL THE PROJECT HAS ESTABLISHED AND CONFIRMED INDEPENDENT 501(C)3 LEGAL STATUS AND THE PARTIES AGREE TO TERMINATION IN WRITING, UNLESS SOONER TERMINATED BY THE PARTIES AS OUTLINED IN THE AGREEMENT. GENERAL PROGRAM SERVICES: IN 2021, THE COALITION WAS AWARDED A SUBGRANT FROM THE NC DHHS, DIVISION OF PUBLIC HEALTH FOR DEVELOPING A HOUSING LANDSCAPE ANALYSIS AND WORKING ON HOUSING POLICY RECOMMENDATIONS FOR INDIVIDUALS COMING OUT OF INCARCERATION SETTINGS AND WITH SUBSTANCE ABUSE ISSUES. THE COALITION WAS AWARDED A CONTINUATION FOR THE PROGRAM THROUGH 2024. 269581 2841765 true true false true false false false false false false true false false false true true 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 false false false false false false true 10 0 12 true false false 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 false true true true true true false X SAMUEL GUNTER 9198810707 3608 UNIVERSITY DR SUITE 201 DURHAM NC 27707 SAMUEL GUNTER EXECUTIVE DI 40.00 X 89440 0 27542 STACIE DARDEN DEPUTY DIREC X 86445 0 26961 LESLEY ALBRITTON DIRECTOR 1.00 X 0 0 0 LEE COCHRAN SECRETARY 1.00 X X 0 0 0 SOFIA CRISP TREASURER 1.00 X X 0 0 0 BRANDY BYNUM DAWSON DIRECTOR 1.00 X 0 0 0 TED EDWARDS CHAIR 1.00 X X 0 0 0 LEA HENRY DIRECTOR 1.00 X 0 0 0 DAN KORNELIS DIRECTOR 1.00 X 0 0 0 AUTRICE CAMPBELL LONG DIRECTOR 1.00 X 0 0 0 CARLEY RUFF DIRECTOR 1.00 X 0 0 0 STEPHEN SILLS DIRECTOR 1.00 X 0 0 0 175885 54503 false false false 2220773 1392265 3613038 CONFRENCE REGISTRATION & SPON 187739 187739 CONTRACTS 14529 14529 202268 1214 1214 RENTAL INCOME 11679 11679 11679 3828199 202268 12893 931155 931155 921799 921799 175884 137998 22812 15074 597706 468957 77523 51226 27963 20913 5093 1957 115295 86229 20998 8068 61065 48598 7213 5254 55161 48247 5206 1708 37006 37006 76084 30687 42648 2749 25589 20513 3300 1776 8735 6036 1970 729 38510 22973 12654 2883 19284 12237 7047 50098 47291 2807 2517 2517 4903 4903 4583 3365 798 420 MISCELLANEOUS 25392 21408 2856 1128 DUES AND SUBSCRIPTIONS 16782 10842 4657 1283 3195511 2841765 259491 94255 206690 585661 61270 62417 1269701 1220617 36 7769 10189 237925 34712 29040 203213 1574470 2082133 67364 36825 476276 530015 105000 105000 323261 18486 193522 990387 865362 X 426869 567429 157214 649342 584083 1216771 1574470 2082133 632688 X false true X true true true X 1559367 2602748 1892875 3908136 3613038 13576164 1559367 2602748 1892875 3908136 3613038 13576164 943113 12633051 68 27 82 1474 12893 14544 220 500 720 13591428 713411 0.92950 0.93000 X PART II, LINE 10 720 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37006 37006 3158505 3195511 309776 77444 249359 261956 377892 309776 1198983 1798475 37256 36756 36753 37006 147771 62340 65489 94473 77444 299746 449619 4223 212 4011 5047 4963 84 228655 29537 199118 203213 OPERATING LEASE 193522 193522 X 3828199 3828199 3828199 3195511 3195511 3195511 SCHEDULE D, PAGE 3, PART X ASC 740: THE COALITION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE (THE CODE) AND THE APPLICABLE STATE TAX STATUTES. THE COALITION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE AND QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION TO THE EXTENT PROVIDED BY SECTION 170 OF THE CODE. THE COALITION HAD NO INCOME SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME IN 2024. MANAGEMENT IS NOT AWARE OF ANY TAX POSITION TAKEN THAT REQUIRES DISCLOSURE BASED ON CURRENT FACTS AND CIRCUMSTANCES. THE COALITION REVIEWS ITS TAX POSITIONS ANNUALLY AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. true CHOANOKE AREA DEV ASSN OF NC 120 SESSOMS DR RICH SQUARE NC 27869 560841757 501C3 31642 CLEVELAND COUNTY CDC 823 W WARREN ST SHELBY NC 28150 561794362 501C3 53024 COMMUNITY FOUNDATIONS 347 N MAIN ST MOORESVILLE NC 28115 562067827 501C3 24471 EMPOWERMENT INC 109 N GRAHAM ST 200 CHAPEL HILL NC 27516 561965772 501C3 27801 GREENSBORO HOUSING COALITION 1031 SUMMIT AVENUE SUITE 1E-2 GREENSBORO NC 27405 561727193 501C3 10235 HOUSING CONSULTANTS GROUP 415 N EDGEWORTH SUITE 125 GREENSBORO NC 27401 201845302 501C3 56100 KINGDOM COMMUNITY DEVELOPMENT CORP 129 N MAIN ST SPRING LAKE NC 28390 562191690 501C3 44939 HOME SOLUTIONS OF DAVIDSON COUNTY 21 W 2ND ST LEXINGTON NC 27292 561998627 501C3 48044 OLIVE HILL COOM ECONOMIC DEV CORP 200-C COLLEGE ST PO BOX 4008 MORGANTON NC 28655 311639629 501C3 51888 PROSPERITY UNLIMITED INC 1660 GARNETT STREET KANNAPOLIS NC 28083 582108838 501C3 165191 REINVESTMENT PARTNERS 110 E GEER STREET DURHAM NC 27701 311587628 501C3 99269 RIVER CITY COMMUNITY DEV CORP 501 EAST MAIN STREET ELIZABETH CITY NC 27909 561709321 501C3 5773 WILSON COMMUNITY IMPROVEMENT ASSN 504 GREEN ST E 200 WILSON NC 27893 561053307 501C3 35990 CONSUMER CREDIT COUNSELING SERVICE 50 S FRENCH BROAD AVE SUITE 227 ASHEVILLE NC 28801 561056077 501C3 82073 CONSUMER CREDIT COUNSELING OF GREEN 315 E WASHINGTON ST GREENSBORO NC 27401 501C3 106597 BRICK CAPITAL CDC 403 W MAKEPEACE ST SANFORD NC 27330 501C3 22810 FINANCIAL PATHWAYS OF THE PIEDMONT 7820 NORTH POINT BLVD 100 WINSTON SALEM NC 27106 561015074 501C3 29380 CITY OF WILMINGTON 102 NORTH THIRD STREET WILMINGTON NC 284021810 566000239 8127 NC CHILD 1101 HAYNES ST SUITE 103 RALEIGH NC 27604 581534066 501C3 25000 19 HAP DOWN PAYMENT ASSIST 28 921799 SCHEDULE I, PAGE 1, PART I, LINE 2 PROPER MONITORING INCLUDES, BUT IS NOT LIMITED TO: 1. TRACKING REPORT DUE DATES; 2. REVIEWING REPORTS FOR COMPLETENESS AND ACCURACY, AND RETURNING INCOMPLETE OR INACCURATE REPORTS IN A TIMELY MANNER WITH ADEQUATE DESCRIPTION OF WHY THE INFORMATION PROVIDED APPEARS TO BE INCOMPLETE OR INACCURATE; 3. USING REPORTS TO DETERMINE WHETHER AWARD REQUIREMENTS ARE MET; AND 4. TAKING EFFECTIVE ACTION TO PROVIDE TIMELY NOTICE AND OBTAIN OVERDUE REPORTS. FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE NORTH CAROLINA HOUSING COALITION IS TO LEAD A MOVEMENT TO ENSURE THAT EVERY NORTH CAROLINIAN HAS A HOME IN WHICH TO LIVE WITH DIGNITY AND OPPORTUNITY. THE COALITION MEETS ITS MISSION BY CONVENING, RESOURCING, AND MOBILIZING AFFORDABLE HOUSING PROFESSIONALS, COMMUNITIES IMPACTED BY A LACK OF AFFORDABILITY, AND THE BROADER PUBLIC TO PURSUE POLICIES AT THE LOCAL, STATE, AND FEDERAL LEVELS THAT IMPROVE THE SUPPLY, QUALITY, AND ACCESS OF AFFORDABLE HOUSING IN NORTH CAROLINA. FORM 990, PAGE 2, PART III, LINE 4D COMMUNITY JUSTICE COLLABORATIVE: THE COMMUNITY JUSTICE COLLABORATIVE (CJC) IS A NEW TRIANGLE-REGION INITIATIVE INCUBATED BY THE NC HOUSING COALITION. THE PRIMARY PURPOSE OF THE COLLABORATIVE IS TO SUPPORT AND CONNECT COMMUNITY-LED EFFORTS IN HISTORICALLY BLACK COMMUNITIES TO PREVENT THE DISPLACEMENT OF LONG-TERM NEIGHBORS AND TO ENABLE AFFORDABLE AND EQUITABLE HOUSING DEVELOPMENT, PROVIDE AMPLE OPPORTUNITIES FOR POWER BUILDING ACROSS THE REGION. WORKING IN AND WITH A DOZEN HISTORICALLY BLACK NEIGHBORHOODS, THE CJC WILL HELP MOBILIZE COMMUNITY DEVELOPMENT STRATEGIES, REAL ESTATE TOOLS, AND DATA ANALYSIS TO FURTHER COMMUNITY SELF-DETERMINATION, INCREASE RACIAL EQUITY, AND RETAIN LOWER-INCOME LONG-TERM BLACK RESIDENTS WHO HAVE BUILT AND SUSTAINED OUR COMMUNITIES. NORTH CAROLINA TENANTS UNION (NCTU): ON MARCH 15, 2024, THE COALITION (THE "SPONSOR") ENTERED INTO A FISCAL SPONSORSHIP AGREEMENT WITH THE NORTH CAROLINA TENANTS UNION (THE "PROJECT"). UNDER THIS AGREEMENT, THE SPONSOR PROVIDES FISCAL SPONSORSHIP SERVICES, INCLUDING RECEIVING GRANTS, TAX DEDUCTIBLE CONTRIBUTIONS, AND OTHER REVENUES ON BEHALF OF THE PROJECT. THE SPONSOR IS ALSO RESPONSIBLE FOR MAINTAINING FINANCIAL OVERSIGHT, DISBURSING FUNDS AND PROCESSING PAYROLL FOR THE PROJECT'S ACTIVITIES IN ACCORDANCE WITH THE TERMS OUTLINED IN THE AGREEMENT. THE AGREEMENT INCLUDES AN ADMINISTRATIVE FEE OF 6.5% OF THE PROJECT'S GROSS REVENUE, APPLIED TO DONATIONS AND GRANTS RECEIVED BY THE SPONSOR ON THE PROJECT'S BEHALF. ADDITIONALLY, THE SPONSOR AGREES TO PROVIDE CERTAIN EMPLOYEE BENEFITS AND ADMINISTRATIVE SUPPORT TO PROJECT STAFF. THIS AGREEMENT IS EXPECTED TO REMAIN IN EFFECT UNTIL THE PROJECT HAS ESTABLISHED AND CONFIRMED INDEPENDENT 501(C)3 LEGAL STATUS AND THE PARTIES AGREE TO TERMINATION IN WRITING, UNLESS SOONER TERMINATED BY THE PARTIES AS OUTLINED IN THE AGREEMENT. GENERAL PROGRAM SERVICES: IN 2021, THE COALITION WAS AWARDED A SUBGRANT FROM THE NC DHHS, DIVISION OF PUBLIC HEALTH FOR DEVELOPING A HOUSING LANDSCAPE ANALYSIS AND WORKING ON HOUSING POLICY RECOMMENDATIONS FOR INDIVIDUALS COMING OUT OF INCARCERATION SETTINGS AND WITH SUBSTANCE ABUSE ISSUES. THE COALITION WAS AWARDED A CONTINUATION FOR THE PROGRAM THROUGH 2024. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE PRIOR TO ITS FILING. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICT OF INTEREST ISSUES FOR THE BOARD ARE REQUESTED TO BE NOTED BEFORE DISCUSSION TAKES PLACE. ANY MEMBER HAVING A CONFLICT OF INTEREST CONCERNING AN AGENDA ITEM IS TO RECUSE THEMSELVES FROM PARTICIPATING IN DISCUSSION OR VOTING ON SUCH ITEM. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE SURVEYS THE BOARD AND PROVIDES THE EXECUTIVE DIRECTOR WITH A PERFORMANCE REVIEW PRESENTED BY THE BOARD CHAIR. SALARY RECOMMENDATION IS MADE AT THAT TIME. THE EXECUTIVE DIRECTOR CAN ACCEPT FULL SALARY INCREASE OR LESS AS PREFERRED. FORM 990, PAGE 6, PART VI, LINE 15B THE BOARD APPROVES AN ORGANIZATIONAL BUDGET WHICH CONTAINS STAFF SALARIES BUT DOES NOT VOTE ON THEM EACH YEAR. NEW POSITIONS ARE APPROVED BY THE BOARD WITH FULL SALARY DISCLOSURE. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS CAN BE VIEWED UPON REQUEST AT THE ORGANIZATION'S OFFICE.