VERMONT HOUSING FINANCE AGENCY

EIN: 030239902 501(c)(3) Housing & Shelter

BURLINGTON, VT

Total Revenue
$40,403,284
Total Expenses
$33,776,500
Total Assets
$705,400,189
Net Assets
$123,644,162
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
VT
Principal Officer
MAURA COLLINS
Phone
8026523445
Tax Period
2024-07-01 to 2025-06-30

VERMONT HOUSING FINANCE AGENCY, founded in 1974, is a mid-sized nonprofit in the Housing & Shelter sector that reported $40.4M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $6.6M, a strong 16% operating margin.

Mission

THE AGENCY HAS ISSUED MORE THAN $4.0 BILLION IN BONDS AND NOTES TO FINANCE HOMEOWNERSHIP AND RENTAL OPPORTUNITIES FOR LOW- AND MODERATE-INCOME VERMONTERS. OVER ITS MORE THAN 50-YEAR HISTORY, VHFA HAS PUT THAT MONEY TO USE HELPING APPROXIMATELY 31,000 VERMONT HOUSEHOLDS TO BUY A HOME AND FINANCING THE DEVELOPMENT OF APPROXIMATELY 9,600 AFFORDABLE RENTAL UNITS. LOANS PROVIDED TO HOME BUYERS AND DEVELOPERS TYPICALLY CARRY INTEREST RATES THAT ARE LOWER THAN THE RATES THAT WOULD BE CHARGED BY OTHER MORTGAGE FUNDERS. THIS LOWERS THE COST OF HOME OWNERSHIP AND OPERATING RENTAL PROPERTIES. THE FLEXIBILITY OF ITS FINANCING ENABLES VHFA TO COLLABORATE WITH COMMUNITY LAND TRUSTS ACROSS THE STATE ON MANY OF OUR LOANS TO LOW- AND MODERATE-INCOME HOME BUYERS. THIS PROMOTES LONG-TERM AFFORDABILITY OF A PORTION OF VERMONT'S HOUSING STOCK THROUGH LAND TRUST SHARED-EQUITY PROGRAMS. VHFA IS THE PRIMARY TOOL FOR FINANCING THE DEVELOPMENT OF MULTIFAMILY AFFORDABLE RENTAL HOUSING THROUGH THE LOW-INCOME HOUSING TAX CREDIT PROGRAM. VHFA HAS WORKED CLOSELY WITH A DIVERSE ARRAY OF AGENCY REPRESENTATIVES, ELECTED OFFICIALS, AND MEMBERS OF THE GENERAL PUBLIC. VHFA STAFF SERVE IN LEADERSHIP ROLES ON TEAMS WORKING TO ADDRESS HOMELESSNESS AND WHOSE MEMBERS SERVE LOW INCOME AND SPECIAL NEEDS VERMONT RENTERS. VHFA HAS SEVERAL STAFF FULLY DEDICATED TO HEIGHTENING GENERAL AWARENESS OF HOUSINGNEEDS FOR LOW- AND MODERATE-INCOME VERMONTERS, INCLUDING PREPARING HOUSING NEEDS ASSESSMENTS OF COUNTIES AND COMMUNITIES AND PROVIDING FREQUENT TESTIMONY BEFORE VERMONT LEGISLATIVE COMMITTEES.

Program Service Accomplishments

Program 1
Expenses: $29,953,313 Revenue: $32,376,042

MONIES FROM THE SINGLE FAMILY, MULTI-FAMILY, MULTI-PURPOSE, AND GENERAL OPERATING PROGRAM FUNDS HAVE BEEN USED BY THE AGENCY TO PURCHASE MORTGAGE BACKED SECURITIES AND FINANCE MORTGAGE LOANS ON...

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MONIES FROM THE SINGLE FAMILY, MULTI-FAMILY, MULTI-PURPOSE, AND GENERAL OPERATING PROGRAM FUNDS HAVE BEEN USED BY THE AGENCY TO PURCHASE MORTGAGE BACKED SECURITIES AND FINANCE MORTGAGE LOANS ON SINGLE AND MULTI-FAMILY RESIDENTIAL HOUSING UNITS FOR PERSONS AND FAMILIES OF LOW AND MODERATE INCOME WITHIN THE STATE OF VERMONT.

Program 2
Expenses: $3,177,117 Revenue: $3,177,129

THE AGENCY PARTICIPATES IN THE FOLLOWING FEDERAL FUNDING PROGRAMS UNDER THE AMERICAN RESCUE PLAN ACT (ARPA): HOMEOWNER ASSISTANCE PROGRAM (HAP). THE AGENCY PARTICIPATES IN THE FOLLOWING TREASURY...

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THE AGENCY PARTICIPATES IN THE FOLLOWING FEDERAL FUNDING PROGRAMS UNDER THE AMERICAN RESCUE PLAN ACT (ARPA): HOMEOWNER ASSISTANCE PROGRAM (HAP). THE AGENCY PARTICIPATES IN THE FOLLOWING TREASURY DEPARTMENT'S CDFI FUNDED PROGRAM: CAPITAL MAGNET FUNDS 2021, 2023 AND 2024.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $35,553,171
Investment Income $4,850,113
Other Revenue $0
TOTAL REVENUE $40,403,284

Expense Breakdown

Grants Paid $1,373,316
Salaries & Benefits $5,548,001
Fundraising Expenses $0
Program Expenses $33,130,430
Other Expenses $26,855,183
TOTAL EXPENSES $33,776,500

Year-over-Year Comparison

2024 2023 Change
Revenue $40,403,284 $46,589,066 -0.1%
Expenses $33,776,500 $35,498,206 0.0%
Net Income $6,626,784 $11,090,860 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
58
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$456,798
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRISTOPHER GOMEZ COMMISSIONER 1.00
Director
$0 $0 $0
FRED BASER COMMISSIONER 1.00
Director
$0 $0 $0
GUSTAVE SEELIG COMMISSIONER 1.00
Director
$0 $0 $0
JEANNE MORRISSEY COMMISSIONER 1.00
Director
$0 $0 $0
KAJ SAMSON COMMISSIONER 1.00
Director
$0 $0 $0
KATIE STUART-BUCKLEY COMMISSIONER 1.00
Director
$0 $0 $0
KEVIN GAFFNEY OUTGOING COMMISSIONER 1.00
Director
$0 $0 $0
LINDSAY KURRLE COMMISSIONER 1.00
Director
$0 $0 $0
MARIE MILORD-AJANMA COMMISSIONER 1.00
Director
$0 $0 $0
MICHAEL PIECIAK COMMISSIONER 1.00
Director
$0 $0 $0
CHRIS FLANNERY CHIEF FINANCIAL OFFICER 50.00
Officer
$166,072 $27,315 $193,387
MAURA COLLINS EXECUTIVE DIRECTOR 50.00
Officer
$217,916 $45,495 $263,411
GEORGE DEMAS GENERAL COUNSEL 50.00
Highest
$158,050 $18,709 $176,759
JACKLYN SANTERRE MANAGING DIRECTOR OF HOMEO 50.00
Highest
$134,282 $35,437 $169,719
DEBORAH FLANNERY MANAGING DIRECTOR OF COMMUNITY DEVELOPMENT 50.00
Highest
$159,606 $16,831 $176,437
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $40,403,284 $33,776,500 $705,400,189 $6,626,784
2024 No data No data No data No data
2023 $55,948,964 $48,393,165 $515,556,034 $7,555,799
2022 $39,283,323 $33,470,780 $493,373,180 $5,812,543
2021 $30,569,520 $26,192,036 $515,924,415 $4,377,484
2020 $30,432,850 $25,561,237 $617,873,487 $4,871,613
2019 $29,631,091 $25,532,821 $576,624,934 $4,098,270
2018 $27,027,571 $23,166,737 $536,850,562 $3,860,834
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