Share |

Citizens' Housing and Planning Association Inc

 18 Tremont Street, Suite 401
 Boston, MA 02108
[P] (617) 7420820 x 107
[F] --
www.chapa.org
[email protected]
Karen Wiener
Facebook Twitter
INCORPORATED: 1967
 Printable Profile (Summary / Full)
EIN 04-6138418

LAST UPDATED: 08/29/2018
Organization DBA Citizens Housing and Planning Association
CHAPA
Citizen's Housing and Planning Association
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years Yes

Summary

--

Mission StatementMORE »

Citizens’ Housing and Planning Association’s mission is to encourage the production and preservation of housing that is affordable to low and moderate income families and individuals and to foster diverse and sustainable communities through planning and community development.

Mission Statement

Citizens’ Housing and Planning Association’s mission is to encourage the production and preservation of housing that is affordable to low and moderate income families and individuals and to foster diverse and sustainable communities through planning and community development.


FinancialsMORE »

Fiscal Year Jan 01, 2018 to Dec 31, 2018
Projected Income $1,873,750.00
Projected Expense $1,873,457.00

ProgramsMORE »

  • Coalition Building
  • Community Education and Training
  • Housing Advocacy
  • MassAccess
  • Research

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview

Mission Statement

Citizens’ Housing and Planning Association’s mission is to encourage the production and preservation of housing that is affordable to low and moderate income families and individuals and to foster diverse and sustainable communities through planning and community development.


Background Statement

Citizens’ Housing and Planning Association (CHAPA) is the non-profit umbrella organization for affordable housing and community development activities in Massachusetts. Established in 1967, CHAPA is the only statewide group that represents all interests in the housing field, including non-profit and for-profit developers, municipal officials, local housing providers and advocates, lenders, property managers, architects, consultants, homeowners, tenants, local planners, foundation and government officials, and others.

CHAPA pursues its goals through advocacy with local, state, and federal officials; research on affordable housing issues; education and training for organizations and individuals; programs to expand rental and homeownership opportunities; and coalition building among a broad array of interests in the housing and community development field.

CHAPA's core activities span four main areas - Housing Advocacy, Research, Community Education and Training, and Coalition Building.


Impact Statement

  • In 2018, CHAPA helped secure the largest Housing Bond Bill in Massachusetts history. The bill authorizes $1.8 billion in new capital spending for affordable housing over the next five years.
  • CHAPA effectively advocated for increases in the state budget for housing and homelessness prevention programs, including the Massachusetts Rental Voucher Program and the Residential Assistance for Families in Transition program.
  • CHAPA successfully advocated for an Economic Development Bill that included several important provisions for increasing affordable housing production.

Top goals going forward include passage of affordable housing production legislation and zoning reform legislation.


Needs Statement

CHAPA seeks financial support for our numerous efforts to encourage the production and preservation of housing which is affordable to low-income families and individuals throughout Massachusetts.

CEO Statement

--

Board Chair Statement

--

Geographic Area Served

Massachusetts-All Regions
--

Organization Categories

  1. Housing, Shelter - Housing & Shelter NEC
  2. Housing, Shelter - Alliances & Advocacy
  3. -

Independent research has been conducted on this organization's theory of change or on the effectiveness of this organization's program(s)

No

Programs

Coalition Building

CHAPA frequently builds coalitions among groups that rarely come together to discuss common concerns. CHAPA's office serves as a central meeting ground at which all segments of the housing community can work towards a common agenda. CHAPA has formed several active coalitions in a variety of specific areas including special needs housing, non-profit housing development, elderly housing, smart-growth development and public housing.

Budget  $000
Category  Housing, General/Other Affordable Housing
Population Served Poor,Economically Disadvantaged,Indigent
Program Short-Term Success  --
Program Long-Term Success  --
Program Success Monitored By  --
Examples of Program Success  --

Community Education and Training

CHAPA's education and training are designed to increase information-sharing among diverse sectors in the housing field and to build the capacity of organizations and agencies which develop and manage low income housing. Each year, CHAPA sponsors approximately 30 trainings which are attended by over 4,000 people.

Budget  $000
Category  Housing, General/Other Affordable Housing
Population Served Poor,Economically Disadvantaged,Indigent
Program Short-Term Success  --
Program Long-Term Success  --
Program Success Monitored By  --
Examples of Program Success  --

Housing Advocacy

CHAPA uses its contacts with local, state and federal officials to encourage housing preservation and production through new programs, incentives and regulations. CHAPA is very active in the state's annual budget process and legislative agenda to ensure adequate housing resources are available for low income people. In addition, CHAPA frequently convenes meetings and forums between housing advocates and public officials to discuss policy priorities, program design and regulations.

Budget  $000
Category  Housing, General/Other Affordable Housing
Population Served Poor,Economically Disadvantaged,Indigent
Program Short-Term Success  --
Program Long-Term Success  --
Program Success Monitored By  --
Examples of Program Success  --

MassAccess

CHAPA runs the MassAccess Housing Registry, an on-line database that helps families and individuals find affordable housing in Massachusetts. A key feature of the Registry is to highlight homes for people with disabilities who need accessible or barrier-free housing.

Budget  $000
Category  Housing, General/Other Affordable Housing
Population Served Poor,Economically Disadvantaged,Indigent People/Families with of People with Disabilities
Program Short-Term Success  --
Program Long-Term Success  --
Program Success Monitored By  --
Examples of Program Success  --

Research

CHAPA produces frequent research reports on a wide variety of topics. Research findings are followed by concrete action steps, which aim toward real changes in public policy and programs. CHAPA's recent studies have covered a wide variety of topics, including: an assessment of statewide affordable housing needs; preserving the long-term affordability of subsidized housing; housing for people with disabilities and special needs; and expanding home-ownership opportunities.

Budget  $000
Category  Housing, General/Other Affordable Housing
Population Served Poor,Economically Disadvantaged,Indigent
Program Short-Term Success  --
Program Long-Term Success  --
Program Success Monitored By  --
Examples of Program Success  --

CEO/Executive Director/Board Comments

--

Management


CEO/Executive Director Ms. Rachel Heller
CEO Term Start Oct 2016
CEO Email [email protected]
CEO Experience

Rachel Heller became CHAPA’s CEO in 2016, after joining the agency as the Director of Public Policy in 2012. Rachel is responsible for providing strategic leadership and overseeing all activities of the organization. She works in partnership with the Board of Directors to articulate and execute CHAPA’s mission. Rachel previously worked as the Director of Public Policy at the Alliance for Business Leadership, served as Chief of Staff to Massachusetts State Senator Susan Tucker, and was the Senior Policy Advocate at Homes for Families, a nonprofit advocacy organization working to end family homelessness. Rachel holds a Bachelor of Arts in Political Science and Peace Studies from the University of Connecticut.

Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Ms. Maritza Crossen Programs Director --
Ms. Dana LeWinter Municipal Engagement Director --
Mr. Eric Shupin Public Policy Director --
Ms. Karen Wiener Chief Operating Officer --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --
Member of state association of nonprofits? Yes
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

--

CEO/Executive Director/Board Comments

--

Foundation Comments

--

Staff Information

Number of Full Time Staff 11
Number of Part Time Staff 1
Number of Volunteers 500
Number of Contract Staff 3
Staff Retention Rate % 100%

Staff Demographics

Ethnicity African American/Black: 2
Asian American/Pacific Islander: 1
Caucasian: 6
Hispanic/Latino: 3
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 10
Male: 2
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? No
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Management Succession Plan Under Development
Business Continuity of Operations Plan No
Organization Policies And Procedures Yes
Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy --
Directors and Officers Insurance Policy --
State Charitable Solicitations Permit No
State Registration Yes

Risk Management Provisions

--

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Governance


Board Chair Ms. Soni Gupta
Board Chair Company Affiliation The Boston Foundation
Board Chair Term Oct 2017 - Oct 2019
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Howard Cohen Beacon Communities Voting
Mr. Jack Cooper Massachusetts Union of Public Housing Tenants Voting
Eliza Datta E3 Development LLC Voting
Mr. Joseph Flatley Massachusetts Housing Investment Corporation Voting
Peter Gagliardi Wayfinders Voting
Soni Gupta The Boston Foundation Voting
Felicia Jacques Maloney Properties Voting
Gloria Leipzig Belmont Housing Authority Voting
Christopher Norris Metro Housing/Boston Voting
Vincent O'Donnell Preservation of Affordable Housing Voting
Ms. Jeanne Pinado Madison Park Development Corporation Voting
Gordon Pulsifier First Resource Development Company Voting
Jennifer Raitt Town of Arlington --
Charleen Regan Consultant Voting
Dr. Megan Sandel Childrens Health Watch --
Amy Schectman Jewish Community Housing for the Elderly Voting
Esther Schlorholtz Boston Private --
Laura Shufelt MA Housing Partnership --
Naomi Sweitzer Consultant Voting
Kenneth Willis Federal Home Loan Bank of Boston --

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 4
Asian American/Pacific Islander: 1
Caucasian: 15
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 12
Male: 8
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 90%
Written Board Selection Criteria No
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions --
Constituency Includes Client Representation Yes

Standing Committees

  • Board Governance
  • Public Policy/Advocacy

CEO/Executive Director/Board Comments

--

Foundation Comments

--

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $3,767,734 $3,301,868 $4,130,535
Total Expenses $3,581,863 $2,955,637 $4,058,515

Prior Three Years Revenue Sources

Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$1,773,509 $1,258,345 $1,847,355
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions $7,987 $3,672 $831
Indirect Public Support -- -- --
Earned Revenue $1,553,866 $1,677,864 $2,183,752
Investment Income, Net of Losses $328,027 $246,419 $-34,789
Membership Dues $104,345 $115,302 $133,145
Special Events -- -- --
Revenue In-Kind -- -- --
Other -- $266 $241

Prior Three Years Expense Allocations

Fiscal Year 2017 2016 2015
Program Expense $3,259,969 $2,639,309 $3,719,900
Administration Expense $211,083 $227,806 $239,641
Fundraising Expense $110,811 $88,522 $98,974
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.05 1.12 1.02
Program Expense/Total Expenses 91% 89% 92%
Fundraising Expense/Contributed Revenue 6% 7% 5%

Prior Three Years Assets and Liabilities

Fiscal Year 2017 2016 2015
Total Assets $3,987,614 $3,762,235 $3,467,442
Current Assets $1,305,452 $1,359,071 $1,164,970
Long-Term Liabilities $0 $0 --
Current Liabilities $101,351 $61,843 $113,281
Total Net Assets $3,886,263 $3,700,392 $3,354,161

Prior Three Years Top Three Funding Sources

Fiscal Year 2017 2016 2015
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value --
Spending Policy Income Only
Percentage(If selected) --
Credit Line No
Reserve Fund Yes
How many months does reserve cover? --

Capital Campaign

Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 12.88 21.98 10.28

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 0% 0% 0%

CEO/Executive Director/Board Comments

--

Foundation Comments

Financial summary data in the charts and graphs above is per the organizations audited financials.

Documents


Other Documents

No Other Documents currently available.

Impact

The Impact tab is a section on the Giving Common added in October 2013; as such the majority of nonprofits have not yet had the chance to complete this voluntary section. The purpose of the Impact section is to ask five deceptively simple questions that require reflection and promote communication about what really matters – results. The goal is to encourage strategic thinking about how a nonprofit will achieve its goals. The following Impact questions are being completed by nonprofits slowly, thoughtfully and at the right time for their respective organizations to ensure the most accurate information possible.


1. What is your organization aiming to accomplish?

--

2. What are your strategies for making this happen?

--

3. What are your organization’s capabilities for doing this?

--

4. How will your organization know if you are making progress?

--

5. What have and haven’t you accomplished so far?

--