THE HOUSING FUND

EIN: 621632388 501(c)(3) Housing & Shelter

MADISON, TN

Total Revenue
$7,273,374
Total Expenses
$7,970,800
Total Assets
$49,314,214
Net Assets
$20,574,708
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
TN
Principal Officer
MARSHALL E CRAWFORD JR
Phone
6157807000
Tax Period
2023-10-01 to 2024-09-30

THE HOUSING FUND, founded in 1996, is a community nonprofit in the Housing & Shelter sector that reported $7.3M in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Net assets of $20.6M represent 34 months of operating reserves.

Mission

THE HOUSING FUND PROVIDES RESOURCES AND CREATIVE LEADERSHIP TO HELP LOW AND MODERATE INCOME INDIVIDUALS AND COMMUNITIES CREATE AND MAINTAIN AFFORDABLE AND HEALTHY PLACES TO LIVE. THE HOUSING FUND MAKES LOW INTEREST HOUSING, DEVELOPMENT AND COMMUNITY DEVELOPMENT LOANS TO INDIVIDUALS, FAMILIES AND DEVELOPERS TO ACQUIRE, CREATE AND MAINTAIN AFFORDABLE AND HEALTHY HOMES AND COMMUNITIES.

Program Service Accomplishments

Program 1
Expenses: $5,204,823 Revenue: $808,963

DEVELOPMENT LOAN PROGRAMS - PROVIDES LOANS FOR DEVELOPMENT OF AFFORDABLE HOUSING IN ALL AREAS, AS WELL AS LOANS FOR COMMUNITY FACILITIES IN LOW-TO-MODERATE INCOME TRACTS. FROM INCEPTION, OVER 3,392...

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DEVELOPMENT LOAN PROGRAMS - PROVIDES LOANS FOR DEVELOPMENT OF AFFORDABLE HOUSING IN ALL AREAS, AS WELL AS LOANS FOR COMMUNITY FACILITIES IN LOW-TO-MODERATE INCOME TRACTS. FROM INCEPTION, OVER 3,392 AFFORDABLE HOUSING UNITS HAVE BEEN CONSTRUCTED OR REHABILITATED USING FUNDS FROM THE HOUSING FUND, WITH OVER $94,244,000 LENT.

Program 2
Expenses: $995,411 Revenue: $319,628

DOWNPAYMENT ASSISTANCE PROGRAMS - HELPS LOW AND MODERATE INCOME INDIVIDUALS AND FAMILIES IN BECOMING SUCCESSFUL HOMEOWNERS BY PROVIDING DOWN PAYMENT AND CLOSING COST LOANS. ASSISTANCE IS PROVIDED ON...

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DOWNPAYMENT ASSISTANCE PROGRAMS - HELPS LOW AND MODERATE INCOME INDIVIDUALS AND FAMILIES IN BECOMING SUCCESSFUL HOMEOWNERS BY PROVIDING DOWN PAYMENT AND CLOSING COST LOANS. ASSISTANCE IS PROVIDED ON A GRADUATED BASIS, DEPENDING ON HOUSEHOLD INCOME. FROM INCEPTION, MORE THAN 4,480 FAMILIES HAVE BEEN ASSISTED IN PURCHASING A HOME, WITH $39,824,000 LENT. IN FY 2024, OVER $2,223,000 WAS LENT AND 78 HOUSEHOLDS SERVED.

Program 3
Expenses: $554,513 Revenue: $0

THE HOUSING RESILIENCY FUND IS A GRANT STARTED IN FY21 TO HELP OFFSET THE RECENT PROPERTY TAX INCREASE FOR LOW- TO MODERATE-INCOME HOMEOWNERS IN NASHVILLE. THE PRIMARY OBJECTIVE OF THE HOUSING...

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THE HOUSING RESILIENCY FUND IS A GRANT STARTED IN FY21 TO HELP OFFSET THE RECENT PROPERTY TAX INCREASE FOR LOW- TO MODERATE-INCOME HOMEOWNERS IN NASHVILLE. THE PRIMARY OBJECTIVE OF THE HOUSING RESILIENCY FUND IS TO PRESERVE AFFORDABILITY FOR EXISTING HOMEOWNERS. IN FY22, THF EXPANDED THE HOUSING RESILIENCY FUND TO ASSIST LANDLORDS TO HELP PREVENT THE INCREASE IN PROPERTY TAXES FROM BEING PASSED THROUGH TO THE LOW AND MODERATE INCOME TENANTS. DURING THE YEAR, THE HOUSING RESILIENCY FUND SUPPORTED 138 HOUSEHOLDS IN DAVIDSON COUNTY WITH $97,673 IN CURRENT YEAR DISBURSEMENTS TO SUPPORT THE FAMILIES WITH INCOMES AT 100% OR BELOW AMI. IN FY24, THF ASSISTED 49 LANDLORDS WITH PROPERTY TAX GRANTS THAT OFFSET THE PROPERTY TAXES ON 401 UNITS HELPING 741 INDIVIDUALS STAY IN THEIR RENTALS.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,321,439
Program Service Revenue $1,582,683
Investment Income $369,252
Other Revenue $0
TOTAL REVENUE $7,273,374

Expense Breakdown

Grants Paid $944,380
Salaries & Benefits $1,951,307
Fundraising Expenses $0
Program Expenses $6,979,922
Other Expenses $5,075,113
TOTAL EXPENSES $7,970,800

Year-over-Year Comparison

2023 2022 Change
Revenue $7,273,374 $10,564,723 -0.3%
Expenses $7,970,800 $4,174,620 +0.9%
Net Income $-697,426 $6,390,103 -1.1%
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
15
Independent Members
15
Employees
17
Volunteers
16

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
6
$702,135
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KIM HOLLINGSHEAD BOARD CHAIR 1.00
Officer Director
$0 $0 $0
MIGUEL VEGA BOARD VICE-CHAIR 1.00
Officer Director
$0 $0 $0
ALBERTO D ARECHIGA BOARD SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
TERA BLOECHER DIRECTOR 1.00
Director
$0 $0 $0
RODRICK L BUTLER DIRECTOR 1.00
Director
$0 $0 $0
RON CRUTCHER DIRECTOR 1.00
Director
$0 $0 $0
ANGELA CURTIS DIRECTOR 1.00
Director
$0 $0 $0
JESSICA LEVEEN FARR DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL FRAZEE DIRECTOR 1.00
Director
$0 $0 $0
DOUGLAS LESKY DIRECTOR 1.00
Director
$0 $0 $0
PHILIP MCCUTCHAN DIRECTOR 1.00
Director
$0 $0 $0
KEITH MILES DIRECTOR 1.00
Director
$0 $0 $0
LORRAINE C SHEARON DIRECTOR 1.00
Director
$0 $0 $0
RICHARD F WARREN JR DIRECTOR (END 9/24) 1.00
Director
$0 $0 $0
DERRICK WILLIAMS DIRECTOR 1.00
Director
$0 $0 $0
MARSHALL CRAWFORD PRESIDENT/CEO 40.00
Officer
$280,797 $17,745 $298,542
DAVID PARRISH CHIEF FINANCIAL OFFICER 40.00
Officer
$183,281 $26,923 $210,204
ANGELA BELCHER EVP & COO 40.00
Officer
$158,215 $35,174 $193,389
ALISHA HADDOCK END 524 VP- DIR OF CMMTY & ECON DEV 40.00
Highest
$127,153 $2,716 $129,869
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
2024 $7,273,374 $7,970,800 $49,314,214 $-697,426
2023 $10,564,723 $4,174,620 $48,556,730 $6,390,103
2022 $5,575,693 $4,871,856 $39,854,411 $703,837
2021 $4,289,881 $3,064,292 $34,436,307 $1,225,589
2020 $1,868,716 $1,705,444 $29,942,007 $163,272
2019 $1,824,296 $1,402,230 $26,807,370 $422,066
2018 $953,263 $1,542,915 $21,871,361 $-589,652
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