Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 402,395 | 479,310 | 462,340 | 634,620 | 908,102 | 2,886,767 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 402,395 | 479,310 | 462,340 | 634,620 | 908,102 | 2,886,767 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | 658,287 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 2,228,480 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 402,395 | 479,310 | 462,340 | 634,620 | 908,102 | 2,886,767 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 927 | 334 | 501 | 6,030 | 2,908 | 10,700 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 2,897,467 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2024 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990 - ORGANIZATION'S MISSION | HOUSINGFORWARD VIRGINIA HELPS COMMUNITY LEADERS TAKE ACTION TO SOLVE THEIR HOUSING CHALLENGES. AS A TRUSTED PARTNER AND INNOVATOR, WE USE EVIDENCE- BASED SOLUTIONS TO BUILD A FUTURE WHERE EVERYONE HAS A SAFE, STABLE HOME THEY CAN AFFORD. |
| FORM 990, PAGE 2, PART III, LINE 4A | PSA 1 - COMMUNICATIONS & OUTREACH WE BREAK DOWN COMPLEX HOUSING TOPICS INTO ACCESSIBLE CONTENT MADE FREELY AVAILABLE TO ALL. OUR TEAM SHARES EXPERTISE THROUGH BLOGS, EMAILS, AND SPEAKING ENGAGEMENTS TO KEEP THE HOUSING COMMUNITY INFORMED ON STATE, NATIONAL, AND GLOBAL INNOVATIONS. HOUSINGFORWARD VIRGINIA HAS CONTINUED TO BE A MAJOR SOURCE OF NEWS AND INFORMATION FOR VIRGINIA'S HOUSING STAKEHOLDERS. EACH THURSDAY MORNING, HFV DISTRIBUTES THE FWD TO THOUSANDS OF HOUSING PRACTITIONERS ACROSS VIRGINIA. THIS WEEKLY MICROBLOG OFFERS CONCISE PERSPECTIVES AND ANALYSIS ON A RANGE OF ISSUES, RESEARCH, AND CURRENT EVENTS THAT HELP READERS GAIN A DEEPER UNDERSTANDING OF TODAY'S AFFORDABLE HOUSING ENVIRONMENT. ALONG WITH ITS STRONG EMAIL DISTRIBUTION LIST, HFV IS ALSO ABLE TO REGULARLY LEVERAGE ITS SOCIAL MEDIA PRESENCE TO SHARE HOUSING NEWS, EVENTS, AND RESOURCES TO A WIDE AUDIENCE. IN ADDITION TO ITS REGULAR COMMUNICATIONS, HFV ALSO HOSTS WEBINARS ON INNOVATIVE TOPICS. HFV'S WEBINARS IN 2024 SOUGHT TO HELP EXPLAIN INFLATION AND ITS IMPACTS ON HOUSING, AS WELL AS INTRODUCING STAKEHOLDERS TO THE VIRGINIA RESOURCES AUTHORITY AND THE RESOURCES THEY PROVIDE TO SUPPORT HOUSING DEVELOPMENT IN VIRGINIA. IN ADDITION TO THE LIVE AND VIRTUAL EVENTS, HFV STAFF ALSO REGULARLY FULFILLED REQUESTS FROM HOUSING ORGANIZATIONS AND OTHER GROUPS TO SPEAK ON AFFORDABLE HOUSING AT VARIOUS MEETINGS AND EVENTS. THESE EVENTS STRENGTHEN HFV'S ROLE AS VIRGINIA'S GO-TO OBJECTIVE EXPERT ON HOUSING. |
| FORM 990, PAGE 2, PART III, LINE 4B | PSA 2 - EDUCATION & RESEARCH WE CREATE DATA TOOLS AND EDUCATIONAL RESOURCES THAT HELP YOU UNDERSTAND HOUSING NEEDS IN YOUR COMMUNITY. OUR RESEARCH EXPLORES HOUSING'S CONNECTIONS TO HEALTH, EDUCATION, AND RURAL DEVELOPMENT THROUGH INTERACTIVE APPS LIKE SOURCEBOOK, PLAYBOOK, AND THE VIRGINIA ZONING ATLAS. CONSISTENT OPERATIONAL SUPPORT FROM GRANTEES ALLOWS HFV TO BUILD CORE RESOURCES THAT ARE FURTHER LEVERAGED TO DEVELOP PROGRAMMING FOR SPECIFIC REGIONAL AND ISSUE-BASED INITIATIVES. THESE ACTIVITIES-WHICH MIGHT SPAN A SINGLE YEAR OR JUST SEVERAL MONTHS-ARE MORE EASILY SUPPORTED BY TRADITIONAL PRIVATE AND PHILANTHROPIC FUNDING SOURCES. EXAMPLES OF CORE RESOURCES THAT ARE NOT POSSIBLE WITHOUT FLEXIBLE OPERATIONAL SUPPORT INCLUDE, SOURCEBOOK, AN ONLINE COMPENDIUM OF HOUSING DATA SPECIFIC TO VIRGINIA THAT HAD OVER 700 USERS IN 2023. IT COLLECTS, SUMMARIZES, AND PRESENTS DOZENS OF DIFFERENT DATA POINTS TO HELP USERS UNDERSTAND HOUSING TRENDS IN THEIR COMMUNITIES TO ADVOCATE FOR AND IMPLEMENT BETTER HOUSING SOLUTIONS. SOURCEBOOK IS REGULARLY UPDATED AS NEW DATA IS MADE AVAILABLE. HFV WILL CONTINUE SIGNIFICANT UPGRADES TO SOURCEBOOK THROUGHOUT 2024. THESE EFFORTS WILL FOCUS ON REBUILDING DASHBOARDS AND CALCULATORS TO IMPROVE USER EXPERIENCE, AS WELL AS CREATING ADDITIONAL NEW DASHBOARDS. PLAYBOOK IS BEING REDEVELOPED INTO INDIVIDUAL ISSUE DEEP DIVES. A REVAMPED PLAYBOOK WILL PROVIDE A COMPARATIVE ANALYSIS OF HOW DIFFERENT JURISDICTIONS ARE TACKLING CERTAIN HOUSING POLICIES OR STRATEGIES. IN EARLY 2025, HFV WILL RELEASE THE VIRGINIA ACCESSORY DWELLING UNIT (ADU) PLAYBOOK, WHICH WILL SHOWCASE HOW EACH JURISDICTION TREATS ACCESSORY DWELLING UNITS IN THEIR COMMUNITY. |
| FORM 990, PAGE 2, PART III, LINE 4C | PSA 3 - FACILITATION AND CONTRACT RESEARCH WE CONVENE DIVERSE STAKEHOLDERS ACROSS VIRGINIA TO LEARN ABOUT INNOVATIVE IDEAS AND SOLUTIONS THAT ARE DRIVING THE AFFORDABLE HOUSING INDUSTRY FORWARD. WE MAKE A CONCERTED EFFORT TO BRING IN EXPERTS OUTSIDE OF HOUSING AND VIRGINIA TO BRING A FRESH PERSPECTIVE ON HOUSING. WE ALSO PROVIDE FEE-FOR-SERVICE RESEARCH AND TECHNICAL ASSISTANCE, INCLUDING HOUSING MARKET AND POLICY ANALYSIS. OUR EXPERIENCE IN VIRGINIA PROVIDES A VALUABLE PERSPECTIVE IN HOW TO IMPLEMENT STRATEGIES THAT WORK IN LOCAL COMMUNITIES. DUE TO THE INCREASINGLY SIGNIFICANT FOCUS ON THE ROLE LOCAL LAND USE REGULATIONS PLAY IN MAINTAINING OUR SHORTAGE OF AFFORDABLE HOUSING, HFV JOINED THE NATIONAL ZONING ATLAS INITIATIVE IN EARLY 2023 TO BEGIN BUILDING A VIRGINIA ZONING ATLAS (VZA). FOLLOWING PROVEN METHODS DEVELOPED BY CORNELL UNIVERSITY, HFV BEGAN COMPILING LOCAL ZONING MAPS AND ORDINANCES INTO A STANDARDIZED FORMAT TO EASILY REVEAL HOW AND WHERE DIFFERENT TYPES OF HOUSING CAN BE BUILT-OR NOT BE BUILT-ACROSS LOCAL JURISDICTIONS AND ENTIRE REGIONS. HFV HAS SINCE JOINED DOZENS OF OTHER STATES IN THE CREATION OF A STATEWIDE DATABASE FOR LOCAL ZONING REGULATIONS. HFV LAUNCHED THE VZA IN LATE 2023 AFTER COMPLETING ALL LOCALITIES IN THE HAMPTON ROADS PLANNING DISTRICT COMMISSION (HRPDC). IN SPRING 2024, THEY COMPLETED THE NORTHERN VIRGINIA REGION WITH SUPPORT FROM THE MERCATUS CENTER AT GEORGE MASON UNIVERSITY. AS PART OF NORTHERN VIRGINIA AFFORDABLE HOUSING ALLIANCE'S THOMAS P. LECKEY FORUM, HFV AND THE MERCATUS CENTER SHOWCASED THE RESULTS OF THE NORTHERN VIRGINIA ZONING ATLAS. LATER IN FALL 2024, HFV CO-HOSTED AN EVENT WITH THE UNIVERSITY OF RICHMOND AND THE PARTNERSHIP FOR HOUSING AFFORDABILITY TO SHOWCASE THE ADDITION OF THE RICHMOND REGION TO THE VZA. THIS EVENT. WHICH WAS ATTENDED BY OVER 300 INDIVIDUALS, HIGHLIGHTED THE INTERSECTION OF EDUCATIONAL OUTCOMES AND HOUSING SEGREGATION. HOUSINGFORWARD VIRGINIA CONTINUES TO ACCEPT CONTRACT WORK TO SUPPORT LOCAL GOVERNMENTS, NONPROFITS, AND OTHER ENTITIES IN ADDRESSING THEIR AFFORDABLE HOUSING NEEDS (OFTEN IN PARTNERSHIP WITH THE VIRGINIA CENTER FOR HOUSING RESEARCH AT VIRGINIA TECH (VCHR)). HFV IS A MAJOR PROVIDER OF MARKET ANALYSIS AND POLICY GENERATION FOR REGIONAL HOUSING ASSESSMENTS ACROSS VIRGINIA. IN 2024, HFV AND VCHR COMPLETED STUDIES FOR THE CENTRAL SHENANDOAH PLANNING DISTRICT COMMISSION, THE WEST PIEDMONT PLANNING DISTRICT COMMISSION, AND THE SOUTHSIDE PLANNING DISTRICT COMMISSION. |
| FORM 990, PAGE 2, PART III, LINE 4D | PSA 4 GOVERNORS HOUSING CONFERENCE HFV SERVES AS FISCAL AGENT FOR THE VIRGINIA GOVERNOR'S HOUSING CONFERENCE, AN ANNUAL CONFERENCE HELD BY THE VIRGINIA DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT AND VIRGINIA HOUSING, HFV SERVES IN THIS ROLE THROUGH VIRGINIA GOVERNOR'S HOUSING CONFERENCE LLC, A SINGLE MEMBER LIMITED LIABILITY COMPANY FORMED ON JUNE 26, 2018 WITH HOUSING VIRGINIA CAMPAIGN INC D/B/A HOUSINGFORWARD VIRGINIA AS ITS SOLE MEMBER THEREBY GIVING THE LLC EXEMPT STATUS. ALL INCOME AND EXPENSES OF THE LLC ARE BEING REPORTED UNDER HOUSING VIRGINIA CAMPAIGN INC ON THIS 990. THE VIRGINIA GOVERNOR'S HOUSING CONFERENCE HAS A BROAD RANGE OF ATTENDEES FROM MANY PROFESSIONAL SECTORS INCLUDING NONPROFIT ORGANIZATIONS, FOUNDATIONS AND OTHER PHILANTHROPIC DONORS, AFFORDABLE HOUSING DEVELOPERS, ECONOMIC DEVELOPERS, LOCAL GOVERNMENT ELECTED OFFICIALS, DESIGN PROFESSIONALS, FINANCIAL INSTITUTIONS, GOVERNMENT AGENCIES, PRIVATE DEVELOPERS, REAL ESTATE PROFESSIONALS, EDUCATIONAL INSTITUTIONS, TRADE ORGANIZATIONS, COMMUNITY-BASED AND FAITH-BASED ORGANIZATIONS, AND PUBLIC HOUSING PROVIDERS. THE CONFERENCE CONSISTENTLY ATTRACTS MORE THAN 900 AFFORDABLE HOUSING ADVOCATES, PROVIDERS AND POLICY MAKERS TO DISCUSS A HOST OF IMPORTANT ISSUES AFFECTING ALL VIRGINIANS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A DRAFT OF THE 990 IS PROVIDED THE MANAGEMENT OF THE ORGANIZATION FOR REVIEW PRIOR TO SUBMISSION TO THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACT RESEARCH 91,447 0 0 STRATEGIC PLANNING 0 20,000 0 TOTAL 91,447 20,000 0 |
| Software ID: | |
| Software Version: |