We hosted our Annual Member Meeting on December 5, 2017.

1. 2017 Annual
Member Meeting
December 5, 2017 | 10am PT / 1pm ET

2. 2
Getting Started
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3. 3
Getting Started
Use the Chat box if you want to type a question during the presentation.

4. Robert Burns
Board President

5. Welcome
1. Welcome
2. Business Meeting
3. Membership Report
4. 2017 Accomplishments
5. Looking Ahead to 2018
6. Member Open Forum
7. Q & A

6. Business
Meeting
1. Welcome
2. Business Meeting
3. Membership Report
4. 2017 Accomplishments
5. Looking Ahead to 2018
6. Member Open Forum
7. Q & A

7. Robert Dowling
Board Treasurer

8. 8
2016 Audited Financials

9. 2016 Financial Review
Program Services (83%)
Management and General (14%)
Fundraising (3%)
Contributions and Grants (78%)
Earned Revenue (20%)
Membership Dues (1%)
Interest and Other Income (<1%)
In-Kind Occupancy (<1%)
2016 Revenue
$4,058,708
2016 Expenses
$3,172,070

10. Sarita Turner
Board Member

11. Annual Vote: Results
Member votes needed
to achieve quorum.
112
Members voted.
128
Approved the 2016
Annual Meeting
minutes.
75%

12. Annual Vote: Approved
Peter Elkowitz
Long Island Housing Partnership, Inc.
Diane Linn
Proud Ground

13. Membership
Report
1. Welcome
2. Business Meeting
3. Membership Report
4. 2017 Accomplishments
5. Looking Ahead to 2018
6. Member Open Forum
7. Q & A

14. Melora Hiller
Chief Executive Officer

15. 2017 Membership2017 Membership by State

16. 2017 Membership
CLTs
Government
Habitat for Humanity
Other Organizations
Individual Members
200 Members:
Self-Identified
Org. Type
111 Members:
55%
20 Members:
10%
19 Members:
10%
36 Members:
18%
14 Members: 7%

17. 2017 Membership
2,284
469 228 29
12,499
11,338
28,008
84
18,828
35,106
28,236
113
Homeownership units rental units Cooperative units Lease-purchase units
Residential Properties Owned or Stewarded by Members:
82,283 Units Reported by 128 Members
Rental units
Non-Permanently Affordable Permanently Affordable Total

18. 2017 Membership
15
16
21 21
14
22
8
10 units or less 11-25 units 26-50 units 51-100 units 101-200 units 201-500 units more than 500
units
Non-Government Member Portfolios:
46,853 Units Stewarded by 117 Organizations

19. 2017 Membership
81
128
199
Urban agricultural sites (15 members) Commercial spaces (29 members) Conserved, undeveloped land sites (22
members)
Non-Residential Member Portfolios:

20. 2017
Accomplishments
1. Welcome
2. Business Meeting
3. Membership Report
4. 2017 Accomplishments
5. Looking Ahead to 2018
6. Member Open Forum
7. Q & A

21. Beth Sorce
Director of
Capacity Building

22. 22
Trainings & Events
Reaching New Audiences:
Place Based Trainings
and Convenings
Event Sponsorships
through the Technical
Solutions Fund
Intersections 2017
NEW Monthly E-
Learning Series

23. 23
Technical Assistance
Supporting programs:
Helping new CLT
programs launch
Helping established
programs take the next
step
Helping Habitat for
Humanity Affiliates
adopt a new model

24. 24
2017 Shelter Report

25. 25
Advocacy Support
Creating access to more money and units by pursuing:
Designated funding source in San Juan County, WA
New inclusionary housing policy in Philadelphia, PA
Resident storytelling on the local, state and federal levels
State-wide advocacy agendas

26. 26
2018 Technical Solutions Fund
Version 2.0 Coming in January!
Program design, evaluation and revision
Peer-to-peer exchanges
Event sponsorships
Advocacy Grants

27. Tiffany Eng
Director of HomeKeeper

28. 28
HomeKeeper
65 Participating Organizations (51 Members)
15 Habitat for Humanity Affiliates
Details on over 6,000 properties and 7,500 purchase
transactions in the HomeKeeper National Data Hub
HUD Approval for Housing Counseling
- Now enrolling counseling agencies in the Early Adopter Program

29. Stephanie Reyes
State & Local
Policy Manager

30. 30
Inclusionary Housing in Detroit

31. 31
Inclusive Growth Toolkit

32. Emily Thaden
Director of National
Policy & Sector Strategy

33. 33
National Policy
Duty-to-Serve Underserved Markets
Extensive public comments on rule and evaluation guide to
FHFA and the drafted plans of Fannie Mae & Freddie Mac
Signed on or contributed to roughly 20 letters and sent out
calls-to-action to members and stakeholders
Issue with resale/recapture provisions has been resolved
for programs using appraisal-based formulas
Advocacy
HOME

34. 34
National Policy
Looking ahead
Make sure your program meets the duty-to-serve definition
of “shared equity homeownership” to improve access to
mortgages
Calls-to-action are only as good as the number of
organizations that participate. Join our Facebook page &
respond to posts!

35. 35
Inclusionary Housing Research
• Grounded Solutions collected
data on 1,379 inclusionary
housing programs
• Located in 25 states & D.C.
• Detailed program attributes
and trends described in
working paper
45%
27%
17%
11%
New Jersey Massachusetts
California Other
At the end of 2016, 886 jurisdictions with inclusionary housing
programs were identified:
Developed in Partnership with:
Emily Thaden, Ph.D.& Ruoniu (Vince) Wang, Ph.D. (2017) Inclusionary Housing in the United States:
Prevalence, Impact, and Practices (W17ET1). Cambridge, MA: Lincoln Institute of Land Policy.
Working Paper & Program Directory/Appendices

36. Looking Ahead
to 2018
1. Welcome
2. Business Meeting
3. Membership Report
4. 2017 Accomplishments
5. Looking Ahead to 2018
6. Member Open Forum
7. Q & A

37. 37
CEO Search

38. 38
Intersections 2018

39. Member
Open Forum
1. Welcome
2. Business Meeting
3. Membership Report
4. 2017 Accomplishments
5. Looking Ahead to 2018
6. Member Open Forum
7. Q & A

40. This has been a year filled with all
sorts of divisions.
What is one way that you or your
organization has made your community
more inclusive this year?

41. This is the season of resolutions
big and small.
What is your program’s 2018 resolution?
Possible Examples
To get more involved in advocacy?
To break ground on new units?
To pursue a more diverse applicant pool?

42. Q & A
1. Welcome
2. Business Meeting
3. Membership Report
4. 2017 Accomplishments
5. Looking Ahead to 2018
6. Member Open Forum
7. Q & A

43. THANK YOU!