IN THE BUSINESS OF HOUSING FAMILIES - Alliance Housing
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IN THE BUSINESS OF HOUSING FAMILIES W e’ve taken to saying at Alliance Housing, “We don’t consider ourselves CARITA real estate developers. We’re in the business of housing adults and families.” Because the real estate development business ignores a wide swath of humanity with very low income or barriers to screening, Alliance has become a competent real estate developer, so everyone has a place to call home. To survive and thrive over nearly 30 years, Alliance has been adaptable and innovative and kept a close ear to its ANNUAL REPORT 2019-2020 tenants concerns and the issues of those who are unhoused. Its legacy properties in South Minneapolis were a solution for University to finish her degree and is homeless men and women in the early currently working on her admittance days of the St. Stephen’s shelter. essay. She credits Alliance with giving Properties are some of the best on their her a stable home so she can pursue her block, include sleeping rooms as well education. She is also grateful to Alliance as family apartments, and are home to which made sure she had all the kitchen households of low wage workers and supplies she needed and is pleased that persons on extremely low income the affordable rent allowed her to get a TV disability and social security payments. and an air conditioner. Carita and Angela are great examples of South Minneapolis households. Angela, her husband, and three young children are also grateful for their low Carita has been living at Alliance’s rent. They live at an Alliance duplex on rooming house on Pillsbury for a year. It’s Bloomington Avenue, in an apartment an “absolutely perfect” location for her that “feels like your own home.” The and a “real peaceful” place. It’s been a location is great, her job is a mile away, year of stability for her. Before coming to and on a bus line. The school is four blocks her Alliance home Carita was in a shelter away. Before the recent unrest due to the for almost two years, and also stayed with death of George Floyd, there were many her daughter. She is on disability due to a stores in the area. Angela works at an stroke she had in 2015, and a more recent assisted living facility, primarily with seizure. Before the stroke and seizure she people living with schizophrenia. She likes worked at the Xcel Center, and was to talk with her patients and appreciates pursuing a master’s in business, all of the flexible hours so she can be home to which she was forced to abandon due to cook dinner for her family. She hopes to her health and homelessness. Now, she go back to school to become an LPN. hopes to get into Metropolitan State (continued on page 2)
Angela credits Alliance with helping her be a more at Gateway Lofts, to help each other process what responsible adult. She’s learned to pay her rent has been going on, and to reach out to others. In the before anything else. She also appreciates how aftermath of George Floyd’s death in police custody, willing Alliance staff is to help, and how friendly they there has been much unrest in the area. Gateway are. One of the maintenance men fixed a stroller Lofts granted Manu access to the roof so he could wheel, and she enjoys chatting with Bob when he survey the area, and relay information to the drops by to collect rent. authorities. He was pleased to be part of the recent Juneteenth celebration at Gateway, organized by one ANGELA & HER KIDS of his Gateway neighbors. It feels good to be part of a community, especially at this time. Alliance responded to trends of increasing homelessness in the older adult population by pursuing a development dedicated to housing men and women over the age of 55. Minnehaha Commons was opened in October 2019 and Charles was one of our first to move in. When interviewed in January, Charles talked about Alliance pulling him “out of the fire” that was his dangerous life before he moved to Minnehaha Commons. Months later, he and his fellow residents were witness to the protests and destructive fires following the death of George Floyd. Although the building and its residents were unharmed, they lost many nearby stores. Touchstone Mental Health, Alliance’s onsite partner, organized a food drive, and immediately the residents Minneapolis started developing its rapid transit a bit experienced such an outpouring of food and care later than some US cities. The Hiawatha LRT line that they were able to share the leftovers with their created a great opportunity to develop more housing neighbors. Despite the trauma of Charles’ past life, for low wage workers who are transit dependent. and recent days, Minnehaha Commons remains a Hiawatha Commons was completed some 15 years place where “you don’t have to protect yourself. The ago. It was Alliance Housing’s first solo project which environment melts into you and carries to was funded primarily by low income housing tax everyone.” That’s what home is for most of us, and credits. It was followed 7 years later with Gateway what it should be for all of us. Lofts – directed at a similar population. Before moving into Gateway Lofts, Manu was working at a neighborhood non-profit, helping people find housing and employment, and he himself was CHARLES homeless. He initially moved into a studio, and then moved into a 1 bedroom. He knows he would be unable to afford a market-rate rent anywhere else. Manu is proud to be living and working in the neighborhood he grew up in. Before COVID-19 made group meetings impossible he was working as a facilitator and looks forward to going back to that work. In the meantime Manu is doing painting and construction so he can pay his rent. He often sees clients out in the world, at the store, on the street, and feels he adds value to the neighborhood. He is hoping to start a men’s group in the meeting room 2
FINANCES Statement of Financial Position Assets: 2019 - 2020 As of June 30, 2020 Statement of Activities & Assets: Changes in Net Assets For the 12 months ending Cash - Operations $782,570 June 30, 2020 Cash - Restricted $1,958,172 Other Receivables $136,374 Support and Revenue: Prepaid Expenses $138,718 Rental Properties, Net $28,654,580 Contributions $359,563 Other Assets, Net $34,509 Government Grants $264,798 Partnership Management $95,000 $31,704,923 Fees Rental revenue $2,036,889 Liabilities: Miscellaneous income $32,600 Accounts Payable $133,224 $2,788,850 Accrued Payroll & Related $30,922 Construction Payables $686,137 Operating Expenses: Accrued Real Estate Taxes $156,138 Security Deposits $139,527 Administrative & $91,089 Line of Credit $100,000 Management Debt $16,513,530 Fundraising $44,820 Deferred Notes Payable $3,380,321 Basic Needs Housing $1,828,038 Accrued Interest - Short & $831,345 Management Long Term Workforce Housing $1,596,915 $21,971,144 Management Net Assets: $3,560,862 Government Grants for Unrestricted $8,401,116 Predevelopment & Other -$413,225 Temporarily restricted $1,332,663 Changes in Net Assets $9,733,779 Total Liabilities and Net $31,704,923 Audited Expenses Audited Revenues Administrative & Management Contributions Fundraising Government Grants Basic Needs Housing Management Partnership Management Fees Workforce Housing Management Rental Revenue Miscellaneous Income 3
GOOD Steven and Stephanie Smith Spire Credit Union Mike Brown Leo and Sue Bulger Gerry Flannery Jamey Flannery NEIGHBOR St. Joan of Arc Catholic Community’s CARE Sharon Burnham Butler & Associates Insurance Flannery Construction Dan and Kathy Flicek CIRCLE Committee The Caridad Corporation Agency, Inc., on behalf of Tina Johnson David and Carol Forsberg Jim Fournier AFSCME Local 34 John and Jill Trautz C and S Management Frattalone’s Hardware, Inc. Tom Beer and Rita Doucet Turner Family Foundation Arthur M. Campbell Carol Freeman David Bolt, in honor of Barb Watson Forsberg General Andy Carlson Paul Gates and Marie Jeanetta Contractors Susan Carr Franchett Broen Housing Consultants, Wells Fargo Foundation MN Alberta Carroll Cheri Gibbons Inc. Wells Foundation Scott Cavanaugh Joan Gilbertson Buuck Family Foundation Welna Hardware, Inc. Center for Energy and Fred and Ruth Gonnerman Jim and Linda Comb Dan and Carol Wolfe Environment Leota and Stephen Goodney Constellation Fund Rebecca and Nate Charles Goodney & Associates, P.A. Bob and Nancy Christensen Alex Gorgos Joe and Jean Crocker Faegre Drinker LEGACY GIFTS Angela Christy Jack and Nancy Grace William Fisher Anne Clark Leif Grina Mary Jo Henning Jean Clark Terri Grina Flexible Press Foundation for the Michael Peller Clausen’s Servicenter Patricia Guilford Development of People Barry Cohen David Gutzke and Jeanette Frerichs Construction Company DONORS Ruth Colby Kathleen Conklin Colby Rolf Hage Ann and Tracy Godfrey Steven and Judy Conrad David Hall Andriana Abariotes David and Jeanne Cornish Christine Hamilton Darryl Graves and Linda Mary Adair and Gerald Bennett-Graves Giving Fund Donald and Francisca Hanson Jorgenson Crossroad Construction, Inc. Lyle and Cheryl Hanzal Gray Plant Mooty Foundation Mary Adams Guaranty Commercial Title, Maureen Cuddigan William Hefner and Julie All Seasons Garage Door Terry and Kathy Cummings, Rohovit Inc. Alpine Asphalt Regina Harris In honor of Fran Neir’s Patrick Heinen American Center for service on the Alliance Heirloom Custom Woodworks Hayes Gibson Property Philanthropy Services Housing Board Pat Helin Ameriprise Financial Giving Shahin Dastur Barbara and Matthew Helling Mark and Margaret Hottinger Campaign Nancy Kiskis DaVita Mark Hennessey Susan Anderson WIlliam Davnie Jonathan Hill Dean and Sarah LeDoux Caralyn and Gene Scott Nicole Lettner Mary Deaner and Ehud Snir Judy Hinck Anderson Decorative Construction Kelly Hitchcock MacGillis Family Foundation Julie Anderson Smith, In honor Bob and Mardie Marshall Services, Inc. Jean Howell of the excellent, essential Jeff DeGree J.C. Miller & Sons, Inc. John and Connie McMahon work of Alliance Housing Richard and Kimberly Merriam William and Colleen Delaney J.N. Johnson Fire and Safety, Mary Ann Andreason Delta Dental of Minnesota, in a Division of LVC Minneapolis Foundation Anonymous Bill Moore and Mary Wagner honor of Barb Jeanetta Helen Jansma Mary Arbisi Suzanne Denson Barbara Jeanetta and Mark National Equity Fund, Inc. Eric Bain Francis Neir Destiny Real Estate Investment Richardson Elizabeth Barchenger Stephen Devereaux Tina Johnson Rick and Lisa Nelson Lisa Bartkowicz J. Thomas and Janet Rajala Alex Dietz Brandon Jones BDS Laundry Richard Doyle Laura and Robert Kadwell Nelson Fund Mariann Bentz and William NorthPoint Health & Wellness Diane Dube and Peter W. Kamish Excavating Burleson Gorman Daon Karpan Center Clinic Rhea Berman Ben Olk III and Kris Berggren Chris Duffrin Patricia Kasimor Diane Berrien David and Sarah Einck Todd and Cheri Kennedy Otto Bremer Trust Brian Bican Paul Gates Architect Emanuelson-Podas, Inc. Jan Kleinman and Fadil Gregory Bienias Richard Esquivel Santosa Dan and Lynne Rectenwald Holly Bolstad John and Eudora Rettger Phyllis Fahey Barbara and David Klopp Robert Bono and Susanne Matthew Finn and Meghan KMAC, Inc. Richard M. Schulze Family Gerndt Foundation Gage-Finn Morris and Lana Knopf Lance Brock HT Fish and Kathryn Nelson Evelin Knorr Reinitz Jason Richmond Barbara Broen and Greg Rose Francis Foundation Daniel Fisher Benedict Kohler Finzell Ed Flahavan and Susan David Krall and Mary Burnison Rajdeep and Jasjeet Singh Bret Brooks O’Leary Martha Krikava 4
Charles and Debora Lance Stephen and Cindy Olk Hugh Smeltekop and David Richard and Sandy Westby Electa Lang Ruth and David Olkon, in Fey Chris Wiger and Nancy Ed and Lois Langerak honor of Bill Burleson and Anna Smith Pellowski-Wiger Jason Larson appreciation of Mariann Kendall and Debra Smith Melanie Williams Nancy Laskaris Bentz Laura Smith Tessa Williams Susan and Mark Lasoff Cindy Olson Mark and Tanna Sobocinski Michelle Lyn Wincell O’Leary Hans Frederick Law and Carolyn Olson Deanna Somvong Winona Agency/WA Group Janette Law David Orlady Lisa Spears Janet Woolman Suzanne and Andy LeFevour Joe Palen Kate Speed Jennifer Worley Jeanne Leibel Melanie Paradise Spirit of St. Stephens Catholic Alison Morse and Peter Yackel Cara Letofsky Lois and Steve Parker, in honor Community Cathy Yandell and Mark Jarett Lettner of the wonderful women in Jim and Martha Steiner McNeil Junetth Lettner Lois’s book club Jim Stengel and Sandra Jerilynn Young LHB, Inc. Parker Creative Heidemann Paul and Debra Zisla Kevin Locke Communications Sally Stinson Paul Zorn and Janet Petri Lockhart Family Fund Chuck and JoAnne Parsons Melissa and Gregory Struve J.A. and S.H. Madole Stephan and Mary Patnode Kathie Stulc Mahoney Ulbrich Christiansen Peace Presbyterian Church Sunrise Banks & Russ, P.A Mission Group Mary Swenson Market Analyst Professionals Jacqueline Peichel Mike and Lynn Szurek Sarah Matala Mary Pepin, in memory of Judith Takkunen Mattson MacDonald Young, Patricia Smith Neir Steve Thomas and Milagros TED POULIOT Inc. Jim and Donna Peter Santiago Hannah Mayhew Irene Pleas Lucy Thompson Ted and his spouse, Mary Jo, Richard and Mary R. McCarthy Ted and Mary Pouliot Mark Simonson and Pat have been Alliance Housing Theresa McClenty Powderhorn Park Thompson donors for 10+ years. Ted is Rose McCullough Neighborhood Association Thrivent Financial Services passionate about ending Peter and Charlotte Ron and Kim Price, in honor of T.J. Ticey homelessness and finding cost McDermott Barb Jeanetta Michael and Dawna Tierney effective housing solutions. Andrew McMahon and Katie Larry Prinds Bob Timperley He has spent lots of hours researching and trying to Burns John Quincy Denise Toussaint implement a micro-apartment Jim Meffert Doris Rausch Al and Parker Trostel concept and believes whole- Mike Menner and Margaret Scott Redd Mike Troutman and Amy heartedly that Alliance’s Grosspietsch Sydney Reed Blumenshine rooming house is also a cost- Ryan Menter Barbara Renshaw Eric and Gretchen Tuck effective solution to ending Metro Sales, Inc. Mary Resemius Clara Ueland homelessness. He appreciates Jeffrey Meyer Brian Rice UnitedHealth Group Alliance’s 2nd chance model Richard Michel Anna Richardson and Luke U.S. Bancorp Community and experienced through his Bruce and Audrey Moe Peterson Development Corporation volunteer work at Catholic Paul Moe and Karine Swenson Alice Richardson US Bank Foundation Charities how difficult it is for Moe John and Catherine Ries US Bank National Association some with a few mars on their Casie Moen Paul Roberts Karen Viskochil background to find housing. He Jim and Carol Moller Nate Robitschek Barry Vulcan uses his network to support Michael and Cassie Morris Juan Rodriguez Nancy Wachs, in honor of Fran Alliance Housing in so many Diane Mountford Luke Roessler Neir ways. In addition, Ted is an Carol Mulligan Jeffrey Roy Andrea Walker accomplished artist and Tim Mungavan St. Mary’s Catholic Church, Miranda Walker donated some 20 paintings to Greg Mure CCW Group Jim Wallace Minnehaha Commons – they Tim and Mary Nantell James Scheibel and Mary Pat Waypoint Insurance Advisors really add a beautiful touch to the hallways and common areas Jack Nelson-Pallmeyer Lee Dewayne and Theo Wee for residents and guests. Kathy Niedermaier Jason Schmidt Betty Weiblen Carol North Dan Schultz Julie Weighter Ted is the creator of North Risk Partners Marcy Shapiro David Weiser SocialServicesMN.org, an online David Norton T.J. Sheldon Marvin Welk resource center servicing the Thomas O’Connell and Sheridan Ventures LLC Lori Wellman homeless and low income Rebecca Heist Mark and Shelley Sherman Pat Welna population in the twin cities. In Ben B. Olk Christy and Lyndon Shirley Welna Hardware II, LLP/The some cases forms are included Benedict A. Olk Charitable Fund Paint Studio ready to use, or to guide one to Kari Olk Tammy Shockley West Bank Community further resources. Rita Olk & Benedict A. Olk, Jr. Eleanor Skelton Development Corporation 5
STAFF WITH THANKS Barbara Jeanetta, Executive Director Many thanks and rest in peace to Audrey Preston. Mariann Bentz, Donor Steward Audrey was Alliance’s Tenant Support Coordinator at Susan Bergmann, Real Estate Devel. Assistant - Intern 2011 Pillsbury for 15 years and retired in September Michael Bobick, Maintenance Assistant/Caretaker 2019. Audrey died in March 2020. Bob Bono, Property Manager Tamuno Imbu, Property Manager Thanks and best wishes to Tom Geiselhart who was Denise Pizarro, Christo Rey Work Study Student Alliance’s Maintenance Tech until February 2020. Mary Resemius, Housing Operations Assistant Craig Spivey, Caretaker/Maintenance Assistant Raymond Wolf, Maintenance Tech Marv Welk, Contract Accountant BOARD MEMBERS Mike Brown Casie Moen Miranda Walker Lisa Buckhalton Fran Neir Chris Wiger* Dean LeDoux Rick Nelson Tica Hanson Ben Olk III * Resigned during 2019-20 Jarett Lettner Scott Redd Michael Mack Kimberly Spates Many thanks to Chris Wiger for his board service. Chris served as Board Treasurer from August 2016-December 2019. He brought solid risk assessment expertise from his work in tax credit finance at U.S. Bancorp Community Development Corporation, and a heart. Chris also helped us recruit his successor, Casie Moen. 6
VOLUNTEERS Members of the Alliance Martha-Grace Duncan Enrique Lucas Thom Tammaro Housing Inc. Board Donald Edmondson Carol Mulligan Susan Terris Cathy Anderson Michael Enich Greg Mure William Torphy Faegre Drinker LLP Lisa Fay Carol North Rodney Torreson Heidi Arneson Crystal S. Gibbins Kris Berggren Mbeke Wasame Jells Joan Gilbertson Teresa Ortiz Levell Washington Diane Berrien Regina Harris Ted and Mary Pouliot Chris Wiger Mary Bode Wing Young Huie Tanner Quie Flexible Press Sarah Brown Weitzman Jayson Iwen Anna Richardson Vincent Wycoff Susan Carr David Jauss Deborah Schmedemann Yvonne (aka Yvonne Chism- William Cass Mark Richardson Alicia Smith Peace) Linda Comb Sandra Kacher Grace Smith Kathleen Conklin Mary Karlsson Patrick Straw Nancy Louise Cook Kristin Laurel Bart Sutter Many of the names on our list of 2019-20 volunteers are authors of stories, essays and poems in “HOME; An Anthology of Minnesota Fiction, Memoir, and Poetry” published by Flexible Press. Bill Burleson, owner of Flexible Press, donated all profits to Alliance Housing. Alliance Volunteer, Grace Smith, shares her story of returning to her childhood home in Alaska to listeners at Minnehaha Commons. 2019-2020 Highlights • Property management operations allowed 96 households – 109 adults and 72 kids - the opportunity to create homes for themselves, regardless of housing and criminal history. Average housing tenure among tenants is 3.5 years (with a range of 3 months to 19+ years). 80+% of Alliance’s tenants would be rejected by standard rental screening criteria of other landlords: felony conviction or eviction in last 5 years and rent more than 50% of their income. • Completed 30 year capital replacement plan and budget for scattered site properties. Launched effort to raise $1,000,000 over next 5 years to support long term property sustainability work. • Completed construction and lease-up of Minnehaha Commons - home for 44 elderly adults who have experienced homelessness and other barriers to housing. • Was awarded $2 million dollars of capital funding needed (15%) to build 3301 Nicollet – proposed home for 64 households of low wage workers, including 20 households with history of chronic homelessness. • Actively participated along with several tenants in Make Homes Happen Minneapolis advocacy campaign that resulted in maintaining $40 million of resources budgeted for affordable housing. • Exceeded budget goals for individual and corporate donations and foundation grants. • Exceeded operating cash reserve goals 10 out of 12 months. Our Mission Alliance’s work makes it possible for individuals and families to create homes for themselves, regardless of income and background by developing and managing housing that is inclusive, affordable, relational, and flexible. In addition, Alliance housing challenges the environment that limits our residents’ opportunities. ALLIANCE VALUES: ending homelessness for our residents, maintaining rents that are affordable for very low income people, providing a second chance by screening people in, practicing relational property management and maintaining “the best house on the block”. 7
NONPROFIT ORG. U.S. POSTAGE PAID TWIN CITIES, MN PERMIT NO. 29032 2309 Nicollet Avenue Minneapolis, MN 55404 PHONE: 612.870.2267 EMAIL: info@alliancehousinginc.org PLEASE JOIN US VIRTUALLY! Donations always welcome: MAIL: send to 2309 Nicollet Ave, Mpls 55404 Alliance Housing’s Annual Fundraising Breakfast ONLINE: www.alliancehousinginc.org Beginning Thursday, September 24 at 7:30 am CREDIT CARD: Call Barb at 612-879-7633 to pay with Square Emailed invitation and instructions to follow for “virtual” Round-up credit purchases by downloading event in the time of a pandemic app: app.roundupapp.com/
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