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Integrity Housing

 4 Venture, Ste 295
 Irvine, CA 92618
[P] (949) 727-3656
[F] (949) 727-3654
www.integrityhousing.org
[email protected]
Deanne Cecil
FOUNDED: 1993
INCORPORATED: 1993
 Printable 1 Page Summary
 Printable Profile
Organization DBA Integrity Housing
Former Names --
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 33-0616121 00000

Summary


Mission StatementMORE »

The mission of Integrity Housing is to create and sustain quality affordable communities for low-income seniors and families by bringing people, partners and resources together. With this effort our goal is to enrich the lives of our residents, and respect the culture and architecture of those we serve. We take the role of fiscal accountability to our partners, government agencies, investors and lenders seriously and highly value their trusted alliance to fulfill our mission.

Mission Statement

The mission of Integrity Housing is to create and sustain quality affordable communities for low-income seniors and families by bringing people, partners and resources together. With this effort our goal is to enrich the lives of our residents, and respect the culture and architecture of those we serve. We take the role of fiscal accountability to our partners, government agencies, investors and lenders seriously and highly value their trusted alliance to fulfill our mission.


FinancialsMORE »

Fiscal Year 2019
Projected Expenses $1,193,414.00
Projected Revenue $4,607,869.00

ProgramsMORE »

  • Senior Resident Services
  • Family Resident Services
  • Micahel Ward "ACE" Grant Program

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

The mission of Integrity Housing is to create and sustain quality affordable communities for low-income seniors and families by bringing people, partners and resources together. With this effort our goal is to enrich the lives of our residents, and respect the culture and architecture of those we serve. We take the role of fiscal accountability to our partners, government agencies, investors and lenders seriously and highly value their trusted alliance to fulfill our mission.


Background Statement

In 1993 Affordable Housing Alliance II, Inc. (dba "Integrity Housing") was formed to help create much needed affordable housing in the state of Colorado.  Toward this effort Integrity Housing helped secure $16,000,000 in federal tax credits which created 164 units of affordable housing to serve the citizens of Fort Collins and Aspen, Colorado.
 
In 2010, Integrity Housing focused its efforts towards growth and restructuring to establish its identity in the affordable housing industry beyond Colorado.  In doing so, the company acquired 288 units of affordable housing in California, its first push toward portfolio expansion in 16 years.
 
The company is centered on an active strategic plan toward multifamily property acquisition in order to achieve their mission of providing high quality and safe homes, and enrichment services for low income seniors and families.
 

Impact Statement

The principals at Integrity Housing have worked in affordable housing for over 20 years and experienced first-hand the challenges and needs of people of lower income. All too often these challenges are treated while the underlying cause is left untouched. 

Integrity Housing has helped create over 8,200 units of affordable housing at 91 communities.  They have added 970 units of affordable housing in the last three years.

 
 
 

Needs Statement

  • Integrity Housing is seeking capital donations for their Michael Ward "ACE" Grant.

CEO Statement

Integrity Housing was founded with the goal of being a mission driven developer of quality affordable housing communities for low income seniors and families. The organization places a strong emphasis on integrity in the business we do with our partners, lenders and residents. Our organization continues to evolve to meet the needs of the communities we serve. I am proud of the team we have at Integrity Housing, and the wonderful partners who have brought enthusiasm and great concepts to the table. Lenders, construction partners and investors have all been very supportive as we strategize to find new and innovative ways to preserve and develop affordable housing.

Integrity Housing welcomes opportunities to joint venture with other developers and investors in bringing additional affordable housing to those in need. Should you have a potential project on which you would like to partner with us please do not hesitate to contact me. When we all work together to give residents the tools they need to become self-sufficient, the entire community wins.


Board Chair Statement

We were asked to serve on the Integrity Housing Board due to our wide range of expertise with real estate, finance, law, business, and the desire to help those in need. However, the common thread among all of us is our understanding that a nonprofit corporation must operate under a high standard of professionalism and strict accountability. Integrity Housing’s board members also understand the social mission and nature of a nonprofit organization, its position within society, and know that it will not succeed unless it is properly managed. The staff at Integrity Housing has the highest level of professionalism, experience, and integrity. It is an honor to serve on their board.

Other Ways to Donate/Volunteer

Integrity Housing seeks donations throughout the year for our Michael Ward "ACE" Grant to fund advancement in community enrichment.  We accept donations by check, credit card, or through the OC Nonprofits Central website.

Geographic Area Served

North Orange County
Central Orange County
West Orange County
South Orange County
Integrity Housing is a national developer, owner, operator of affordable housing for low income seniors and families.

Organization Categories

  1. Housing, Shelter - Housing Development, Construction & Management
  2. Human Services - Senior Centers/Services
  3. Human Services - Children's and Youth Services

--

Programs


Senior Resident Services

Together with our partners Integrity Housing provides onsite services to our residents free of charge at several of our communities. 
 
 Services at senior properties may include:
  • Health & Nutrition Programs
  • Adult Education classes (computer, financial literacy)
  • Transportation Assistance
  • Social & Recreational Activities

 
 
Budget  6,500-20,00
Category  Human Services, General/Other Senior Services
Population Served Aging, Elderly, Senior Citizens At-Risk Populations
Program Short-Term Success  A majority of participants in our senior resident services programs show less signs of social isolation, and an increase in a sense of community and quality of life.
Program Long-Term Success 
Integrity Housing's goal for long term success is sustaining quality of life among an aging population; where health status and functional fitness have a tendency to decline.
 
 
Program Success Monitored By  Programs are monitored several ways. First, they are tracked for unduplicated participation to understand their reach.  Then programs are measured by the impact the services have on those that participated using a variety of tools including pre and post-test, observational tools, self-report surveys, report cards and community wide surveys.
Examples of Program Success 
Anonymous Senior Resident Testimonial:
 
"Living here has taken the worry off of my shoulders.  It is a loving community where we all take care of each other."

Family Resident Services

Together with our partners Integrity Housing provides onsite services to our residents free of charge at several of our communities.
 

Services at our family properties may include:

  • After-School Tutoring & Enrichment Programs for Youth
  • Teen Programs
  • Arts & Crafts
  • Summer Activities/Programs
  • Health & Nutrition Programs
  • Financial Literacy
  • Parent Education
  • Employment Readiness & Job Search Assistance
 
Budget  12,000-50,000
Category  Human Services, General/Other Family-Based Services
Population Served Families At-Risk Populations
Program Short-Term Success 
A majority of participants in our family resident services programs:
 
Parents:
  • Improved preparation for employment
  • Improved financial literacy skills.
  • Improved their parenting skills.

Children:
  • Improvement in school readiness
  • Improvement in school grades
  • Self confidence
Program Long-Term Success 
Integrity Housing's goal for long term success of our Family Resident Services is to provide the tools necessary to keep parents employed, and children in school.
Program Success Monitored By  Programs are monitored several ways. First, they are tracked for unduplicated participation to understand their reach. Then programs are measured by the impact the services have on those that participated using a variety of tools including pre and post-test, observational tools, self-report surveys, report cards and community wide surveys.
Examples of Program Success 
Testimonial of anonymous family resident:
 
"My kids are so much better here.  They love living here and the help they get from the after school programs."
 

Micahel Ward "ACE" Grant Program

Integrity Housing was founded upon the principal of enriching our local communities through affordable and sustainable housing for low-income seniors and families. We are fortunate to be served by a Board of Directors whose talent, experience, and values help guide our efforts toward fulfilling our mission. Sadly we can no longer count upon the counsel of one of our board members, Michael (“Mike”) Ward, after he lost a valiant battle with ALS in December of this past year.

 

ACE” stands for Advancing Community Enrichment, which epitomizes the lifetime efforts of the Grant's namesake. Organizations that serve the affordable housing community are qualified to apply for a grant for funds to provide enrichment to their programs. These funds are intended to support resident services set-up costs, creation or support of infrastructure, and staff development for affordable housing developments.

 


Budget  $100,000.00
Category  Philanthropy, Voluntarism & Grantmaking, General/Other Comprehensive Grantmaking
Population Served At-Risk Populations Aging, Elderly, Senior Citizens Families
Program Short-Term Success  Integrity Housing has awarded two Michael Ward "ACE" Grants so far this year.  We are looking forward to helping other organizations make an impact in their community.
Program Long-Term Success 

The Michael Ward "ACE" Grant program is intended to be an ongoing fund to provide needed resources and materials for worthy programs that serve communities throughout the United States. The program has two aims, first find and fund deserving programs, and second, maintain the funding and annual budget.

The long term success of the program will depend on Integrity Housing:

  • Actively seeking programs that need support
  • Solicit applications from these programs
  • Fund the programs that qualify
  • Seek capital to replace awarded funds via donation and grants.
Program Success Monitored By 

As the program grows, Integrity Housing will publish the results of the applications, funding, and the impact the grants had in their communities.

Examples of Program Success 

SMILE Preschool of Boston, Massachusetts

Integrity Housings’ Michael Ward “ACE” Grant Selection Committee awarded SMILE $750.00 to aid in the refurbishment and enhancement of the four infant classrooms. In the areas they serve many of the children live below the federal poverty line, and are considered “high risk”. Early childhood education has been demonstrated to counteract some of poverty’s effects.

"Children learn through play. Thank you for your contribution to making our learning experience more fun for the babies.” -Caroline Sneed, SMILE infant teacher.

Villa Anaheim Senior Apartments, Anaheim California

The Grant Committee also awarded over $10,000.00 to refurbish and provide computers and related peripherals to Villa Anaheim's out dated computer room. They were able to purchase five desktop computers with large flat screen monitors, a printer, a Wi-Fi router, and associated cabling and installation. Residents are very excited about the new amenity which is being used now throughout the day.

“At any time there are at least two residents taking advantage of the updated computer lab now. They are using the lab to write letters, keep journals, and send emails to friends and family, keeping them active and engaged.” -Jim Brown the Resident Manager


Management


CEO/Executive Director Mr. Phil Wood
CEO Term Start --
CEO Email [email protected]
CEO Experience

Phil leads Integrity Housing’s corporate operations and strategic planning driving growth by pursuing new innovations in affordable housing, industry and investor relationships and expanding the services Integrity Housing offers. He works closely with the development, acquisition and asset management teams to ensure project integrity and sustainability. Phil began his career in the affordable housing industry in 2005. He then joined Integrity Housing in 2009 initially working on property identification, feasibility and due diligence studies, development, capital needs assessments, property operations and asset disposition.

Prior to joining Integrity Housing Phil worked with the Foundation for Affordable Housing affiliates as a Portfolio Manager and Director of Asset Management. During his career he has managed a portfolio of over 10,000 units, comprised of approximately $600 million in Low Income Tax Credits and $200 million in 501(c)3 Bond Financing. Phil earned his degree from California Polytechnic State University Pomona.

 

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Mr. Phil Wood Vice President

Phil has been in the affordable housing industry since earning his degree from California Polytechnic State University, Pomona in 2005. Previously he was a team member at Foundation for Affordable Housing where he held the positions of Portfolio Manager and Director of Asset Management. Throughout this time, Phil oversaw a portfolio of over 8,600 units, comprised of over $578 million in Low Income Tax Credits and over $190 million in 501(c)(3) Bond Financing. Phil leads Integrity Housing’s acquisition team, with oversight of property identification, due diligence studies, capital needs assessments, property operations and change of ownership transitions. During his career, Phil has gained an invaluable working knowledge of what is required to make low income multi-family properties successful and sustainable. His concern for diligent asset management and hands on approach will continue to lead Integrity Housing through a successful campaign of portfolio expansion.

Awards

Award Awarding Organization Year
Senior Housing Development of the Year Southern California Association of NonProfit Housing (SCANPH) 2018

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

--

Staff Information

Number of Full Time Staff 9
Number of Part Time Staff 0
Number of Volunteers 0
Number of Contract Staff 5
Staff Retention Rate % 100%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: --
Asian American/Pacific Islander: --
Caucasian: --
Hispanic/Latino: --
Native American/American Indian: --
Other: --
Other (if specified): --
Gender Female: --
Male: --
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers --
Management Succession Plan Yes
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Bi-Annually
Senior Management Formal Evaluation and Frequency No --
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses

--

CEO Comments

--

Foundation Comments

--

Governance


Board Chair Mr. Phil Wood
Board Chair Company Affiliation Integrity Housing
Board Chair Term Nov - Oct
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Ms. Kathleen Graves Associate General Counsel, Far West Industries Voting
Mrs. Joanna Martindale Case Supervisor, Center for Autism and Related Disorders Voting
Mr. Chuck Packard Pac Am Development Voting
Mrs. Anjela Ponce President, Intgrity Housing Voting
Mrs. Terri Ward Med America Voting
Mr. Scott Whitmore Whitmore Accountancy Corporation Voting
Mr. Phil Wood Vice President, Integrity Housing Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 5
Hispanic/Latino: 1
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 4
Male: 3
Not Specified 0

Board Information

Board Term Lengths 1
Board Term Limits --
Board Meeting Attendance % 100%
Written Board Selection Criteria Under Development
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions --
Percentage of In-Kind Contributions --
Board Orientation Yes

CEO Comments

We were asked to serve on the Integrity Housing Board due to our wide range of expertise with real estate, finance, law, business, and the desire to help those in need. However, the common thread among all of us is our understanding that a nonprofit corporation must operate under a high standard of professionalism and strict accountability. Integrity Housing’s board members also understand the social mission and nature of a nonprofit organization, its position within society, and know that it will not succeed unless it is properly managed. The staff at Integrity Housing has the highest level of professionalism, experience, and integrity. It is an honor to serve on their board.

Foundation Comments

--

Standing Committees

  • Advisory Board / Advisory Council
  • Audit, Compliance and Controls
  • Distributions / Grant Making

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$37,350 $35,000 $0
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- $0
Individual Contributions -- -- --
Indirect Public Support -- -- $0
Earned Revenue $5,773,260 $2,311,661 $2,496,941
Investment Income, Net of Losses $25,591 $1,046 $1,512
Membership Dues -- -- $0
Special Events -- -- $0
Revenue In-Kind -- -- $0
Other $85,507 $108,327 $58,745

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $4,698,178 $3,431,953 $3,349,465
Administration Expense $491,276 $822,853 $845,377
Fundraising Expense -- -- $0
Payments to Affiliates -- -- $0
Total Revenue/Total Expenses 1.14 0.58 0.61
Program Expense/Total Expenses 91% 81% 80%
Fundraising Expense/Contributed Revenue 0% 0% nan%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $2,239,193 $28,568,026 $29,093,521
Current Assets $2,184,043 $2,791,689 $2,911,356
Long-Term Liabilities $2,986,538 $30,095,080 $28,821,803
Current Liabilities $47,455 -- $0
Total Net Assets $-794,800 $-1,527,054 $271,718

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 46.02 inf inf

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 133% 105% 99%
Endowment Value --
Spending Policy --
Percentage(If selected) --
Are you currently in a Capital Campaign? Yes
Capital Campaign Purpose Since 1993 Integrity Housing has helped some of our communities at risk individuals and families build better lives.  The Michael Ward “ACE” Fund is intended to assist service organizations with their needs to provide programs to clients.
Campaign Goal $100,000.00
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

--

Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.