Loading...
HomeMy WebLinkAbout2025/09/10 - ADMIN - Agenda Packets - Housing Authority - Regular Housing Authority of St. Louis Park Meeting date: September 10, 2025 Housing Authority, St. Louis Park, Minnesota Wednesday, September 10, 2025, 5 p.m. Community Room, first floor Agenda 1.Call to order - roll call Welcome new board member, Val Upsher 2.Approval of Minutes for July 2025 3.Hearings: a.None 4.Presentation a.None 5.Unfinished Business a.None 6.New Business a.Authorization to enter into a grant contract agreement with MN Housing to administer the Bring it Home Rental Assistance program, resolution no. 779 b.Work plan discussion with city council 7.Communications a.Claims Lists: August 2025 b.Financials: June 2025 c.Communications: 8.Other: Next scheduled meetings: October 6 meeting with city council, October 8, 2025 HA board meeting 9.Adjournment Auxiliary Aides for those with disabilities are available upon request. To make arrangements please call the Housing Authority office at 952-924-2579 (TDD 952-924-2668) at least 96 hours in advance of meeting. 1 2 Unofficial Minutes Housing Authority meeting St. Louis Park, Minnesota August 13, 2025 1. Call to order: The meeting was called to order at 5:00 p.m. Roll call: Members present: Shelby Conway, Thom Miller and Jolene Tanner Member absent: Catherine Courtney Staff present: Angela Nelson, Marney Olson, and Nicole Randall Guests: Rebecca Petersen, CPA, RedPath and Company 2. Approval of Minutes – Minutes for the June 2025 board meeting were reviewed. It was moved by Commissioner Tanner, seconded by Commissioner Conway, to approve the June 2025 minutes as presented. Motion passed 3-0. 3. Hearings 4. Presentation – Rebecca Petersen from RedPath and Company presented the financial audit for fiscal year ended December 31, 2024. The result is a “clean” or unmodified opinion issued on the 2024 financial statements. There is one internal control finding related to audit adjustments that is required to be reported. It is an extremely common finding for smaller, local governments and in this instance heavily impacted by the implementation of Yardi. There were checks that were being accrued at year-end to get expenses into the right reporting period. The way it was done in Yardi resulted in a misstatement to cash. The Housing authority remains in solid financial position to meet its outstanding obligations and continue to operate into the foreseeable future. The housing authority has no material weaknesses or deficiencies. No action required. 5. Unfinished Business – None 6. New Business a. Authorization to enter into a contract with Hennepin County to administer the Stable HOME rental assistance program, Resolution No. 778. Ms. Randall provided an overview of the Stable Home program. Since 2014 Hennepin County has contracted with the Housing Authority to administer a county tenant based rental assistance program. Federal funding uncertainty has prompted both HA and county staff to look at contingency plans if funding were to be eliminated for any reason. Additional language regarding the termination of the contract is being negotiated. These terms include a termination notice requirement 3 2 and relocation benefits for tenants, should the contract need to be terminated due to the lack of federal HOME funding. Ms. Olson added that if the HOME program was terminated, the voucher holder’s lease would terminate, as well. The tenant will not be obligated to stay in their current lease. This is currently included in the landlord’s HAP contract. It was moved by Commissioner Conway, seconded by Commissioner Tanner to authorize the housing authority to enter into a contract with Hennepin County to administer the Stable HOME rental assistance program, Resolution No. 778. Motion passed 3-0. 7. Communications 8. Other 9. Adjournment It was moved by Commissioner Conway, seconded by Commissioner Tanner, to adjourn the meeting. Motion passed 3-0. The meeting was adjourned at 5:35 p.m. Respectfully submitted, ______________________________ Jolene Tanner, Secretary 4 Housing Authority of St. Louis Park Meeting date: September 10, 2025 Agenda item: 6a Title: Authorization to enter into a grant contract agreement with Minnesota Housing for Bring It Home Recommended action: Staff recommend the Housing Authority (HA) Board authorize entering into a grant contract agreement with Minnesota Housing to commence the administration of the tenant- based rental assistance program Bring It Home (BIH). The approximate program will be size will be 52 participants. The term of the contract will begin the date the contract is executed and be in effect for two years. Policy consideration: Does the Housing Authority Board support partnership with Minnesota Housing to administer the Bring it Home (BIH) rental assistance program consistent with the mission and goals of the Housing Authority and the BIH guidelines? Summary: In the spring of 2025 Minnesota Housing accepted responses to the Bring It Home Rental Assistance Request for Proposals (“RFP”) in accordance with Minnesota Statute 462A.2095. Staff submitted an RFP on behalf of the housing authority. On July 31, 2025, staff were notified that the application was approved for funding in the amount of $1,378,556.00. Bring It Home (BIH) is a new program to create rental assistance for low-income families across Minnesota. Funded by state appropriations and the new metro sales tax for housing, the program will provide grants to Program Administrators (PAs) who will administer the program as direct assistance for renter households. The program funds Tenant-Based and Project-Based Rental Assistance for cost-burdened households earning up to 50% area median income (AMI) or less. Cost-burdened means a household that is paying more than 30% of the household’s annual income on rent. Statute requires priority for rental assistance shall be given to households with children 18 years of age and under, and annual incomes of up to 30% of the area median income. A PA may provide Tenant-Based or Project-Based Rental Assistance in amounts equal to the difference between 30% of household income and the rent charged, plus an allowance for utilities if not included in rent. A PA may not provide assistance that is more than the difference between 30% of the tenant's gross income and 120% of the payment standard, plus utilities, as established by the local Public Housing Authority, unless otherwise authorized by Minnesota Housing. Minnesota Housing is providing authorization to use adjusted gross income instead of gross income to be consistent with the federal Housing Choice Voucher program. Like federal Housing Choice Vouchers, households may continue to receive housing assistance as long as the household remains income-eligible and is compliant with participant obligations. Program design • HAs must prioritize households with children 18 years of age and under, and annual incomes up to 30% area median income (AMI) per MN Housing program guidelines. • State statute defines an “eligible household” as a household with an annual income of up to 50 percent of the area median income, adjusted for family size, that is paying more than 30 percent of the household’s annual income on rent. 5 Housing Authority meeting of September 10, 2025 (Item No. 6a) Page 2 Title: Authorization to enter into a grant contract agreement with Minnesota Housing for Bring It Home • The SLPHA application indicated priorities based on direction previously given by the Housing Authority board ordered as: 1. 30% AMI, with children and residency preference (lives, works or goes to school in St. Louis Park) 2. 30% AMI with children (no residency preference) 3. 30% AMI elderly, near-elderly, disabled with residency preference 4. 30% AMI elderly, near-elderly, disabled (no residency preference) 5. Veteran preference • Staff will use the same payment standards and utility allowances as our HCV program with flexibility to go up to 120% as allowed by Minnesota Housing if necessary • The SLPHA BIH program will use: Option 2 - Amended HCV procedures, amending these sections of the admin plan for BIH: o Elimination of an inspection requirement, given the robust rental licensing program in St. Louis Park. The requirement of landlords will be that they need to be in compliance with their rental license. o Project Based vouchers: will be able to be approved through a non-competitive process; written requests shall be required to be submitted to the HA Board. The board will be allowed to approve up to 50% of the vouchers allocated to be project based. Elimination of PBV project caps and HA is committed to only project basing units that are 2 bedrooms and larger. o Additional preference for lease in place o Additional language to preserve eligibility for non-citizen applicants. The citizenship eligibility requirements for the SLPHA BIH program will be determined using the eligibility criteria outlined in Chapter 3-II.B of the current HCV admin plan. Housing assistance is available only to individuals who are U.S. citizens, U.S. nationals (herein referred to as citizens and nationals), or noncitizens that have eligible immigration status. At least one family member must be a citizen, national, or noncitizen with eligible immigration status in order for the family to qualify for any level of assistance. The funding amount awarded is $1,378,556.00. This is made up of $31,700.00 in startup costs to be used in the first twelve months of contracting and $1,346,856.00 in Housing Assistance Payments (HAP) and Administrative Fees intended to be used during the full two-year contract term. The grant term will start upon execution of the Grant Contract Agreement by both parties and will end two years after execution. Funding is contingent upon satisfactory completion of all due diligence items, approval of which is at the sole discretion of Minnesota Housing. All due diligence items are due to Minnesota Housing by October 15, 2025. Execution of the grant agreement will be authorized to be completed by: Karen Barton, Housing Authority of St. Louis Park Executive Director, kbarton@stlouisparkmn.gov. Supporting documents: Resolution No. 779 Prepared by: Nicole Randall, housing assistance administrator Reviewed by: Marney Olson, housing manager 6 RESOLUTION NO. 779 Authorizing the Execution of a Grant Contract Agreement for Bring It Home with Minnesota Housing WHEREAS, Bring It Home (BIH) is a new program to create rental assistance for low-income families across Minnesota, and WHEREAS, Minnesota Housing accepted applications for the Bring It Home Rental Assistance Request for Proposals (“RFP”) in accordance with Minnesota Statute 462A.2095, and WHEREAS, the Housing Authority of St. Louis Park staff submitted an RFP on behalf of the housing authority, and WHEREAS, the Housing Authority of St. Louis Park was notified by Minnesota Housing the funding amount awarded is $1,378,556.00, and WHEREAS, funding is contingent upon satisfactory completion of all due diligence items, approval of which is at the sole discretion of Minnesota Housing, and WHEREAS, execution of the grant agreement shall be authorized to be completed by: Karen Barton, Housing Authority of St. Louis Park Executive Director, kbarton@stlouisparkmn.gov. NOW, THEREFORE BE IT RESOLVED that the Housing Authority Board authorizes the Housing Authority complete and submit all due diligence items and to enter into a grant contract agreement with Minnesota Housing for the administration of the Bring It Home Program. Adopted by the Authority September 10, 2025 __________________________ Thom Miller, Chair __________________________ Jolene Tanner, Secretary ATTEST: ____ Karen Barton, Executive Director 7 8 Housing Authority of St. Louis Park Meeting date: September 10, 2025 Agenda item: 6b Title: Housing Authority work plan discussion with the St. Louis Park City Council Recommended action: This item is for discussion purposes. Policy consideration: Not applicable. Summary: Based on guidance provided by city council members during the Feb. 3, 2025 special study session focused on establishing protocols for boards and commissions, it was decided to schedule regular check-ins between boards and commissions and the city council throughout the year. The October 6, 2025 meeting will spotlight the Housing Authority Board. The discussion will cover an overview of the commission's approved work plan, including any completed tasks, ongoing projects and strategies for addressing unaddressed work plan items. Additionally, the discussion will include opportunities for council feedback, potential modifications or additions to the work plan, and any other relevant topics concerning the commission's activities. The 2025 work plan is attached. Below is the work completed and upcoming work for 2025 related to the work plan. Housing Authority Board work completed in 2025: • Reviewed claims and monthly financials (ongoing) • Approved the Section 8 Management Assessment Program (SEMAP) certification • Reviewed Community Development Block Grant proposed allocation and provided feedback • Approved amendments to the Public Housing Admissions and Continued Occupancy Policy (ACOP) and Housing Choice Voucher Admin Plan • Authorized the HA to enter into an agreement with Vail Place for ROSS service coordination • Letter of board support to government officials in support of federally funded housing programs • Reviewed and discussed 2024 Housing Activity Report • Reviewed Project Based Voucher request for Beltline Station and authorized entering into a Housing Assistance Payment (AHAP) contract for 20 PBV units • Held a public hearing and approved the 2025 – 2029 Capital Fund Plan • Audit presentation and discussion with the HA auditor • Provided direction to HA staff on the MN Housing Bring it Home Rental Assistance Program and authorized the HA to enter into a grant contract with MN Housing • Vision 4.0: Community engagement staff have emailed Vision 4.0 opportunities to commissioners, HA staff have and will continue to share opportunities with program participants and utilize the SPARC newsletter to share information with rental property owners and managers 9 Housing Authority meeting of September 10, 2025 (Item No. 6b) Page 2 Title: Work for remainder of 2025: • Public Hearing on Annual Plan • Set HCV payment standards • Review and set utility allowances for rental assistance programs • Renewal of Family Self Sufficiency contract with STEP • 2026 budget • Collection write-offs HA staff will prepare a power point for the October 6 board. Chair Miller has already confirmed he will be at the October 6 council meeting. All board members are invited to attend. Supporting documents: 2025 work plan Prepared by: Marney Olson, housing manager 10 Board and Commission Annual work plan Presented to council: February 3, 2025 Approved by council: 1 2025 work plan │ Housing Authority Board 1 Initiative name: Initiative type: ☒ Staff support (review project, policy or program and provide feedback) ☐ Independent research project ☐ Gather community feedback ☐ Lead community event Initiative origin: ☐ Third party-initiated ☒ Staff-initiated ☐ Commission-initiated ☐ Council-initiated Legally required (e.g. response to Legislative changes or Judicial decisions)? ☐ Yes ☒ No Commissioner lead(s) name(s): If joint commission initiative, list other board or commission: Is this an established work group? (if applicable) ☐ Yes ☒ No Initiative description: Support the citywide Vision 4.0 process by participating directly and/or encouraging others to participate, and by sharing information with other community members about the process. Strategic Priority: ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☒ 5 ☐ N/A Deliverable: ☐ Research report ☐ Summary of community input ☒ Other ☐ N/A Target completion date: 3Q 2025 This section to be completed by staff: Council request (if applicable): ☐ Review and comment or reply ☐ Review and decide ☒ Informational only – no response needed Budget required: None Staff support required: Communication from staff liaison about opportunities with Vision 4.0 Liaison comments: Plan to keep the commission informed about opportunities to assist with the citywide Vision 4.0 process. 11 Board and Commission Annual work plan 2 2 Initiative name: Initiative type: ☒ Staff support (review project, policy or program and provide feedback) ☐ Independent research project ☐ Gather community feedback ☐ Lead community event Initiative origin: ☒ Third party-initiated ☒ Staff-initiated ☐ Commission-initiated ☐ Council-initiated Legally required (e.g. response to Legislative changes or Judicial decisions)? ☒ Yes ☐ No Commissioner lead(s) name(s): If joint commission initiative, list other board or commission: Is this an established work group? (if applicable) ☐ Yes ☐ No Initiative description: Oversee the administration of the Housing Authority’s core federally funded rental assistance programs, city funded Kids in the Park program and county funded Stable Home Program. Oversight includes review and approval of program policies, ensuring sound fiscal policies and funding administration, approving the submission of competitive grant applications to secure new and renewal funding, review and approval of the HA budget, review and approval of the Annual PHA Plan prior to submitting to HUD, and review and approval of the 5-year capital improvement plan for the Public Housing Program. Strategic Priority: ☐ 1 ☐ 2 ☒ 3 ☐ 4 ☐ 5 ☐ N/A Deliverable: ☐ Research report ☐ Summary of community input ☒ Other ☐ N/A Target completion date: Ongoing This section to be completed by staff: Council request (if applicable): ☐ Review and comment or reply ☐ Review and decide ☒ Informational only – no response needed Budget required: None for oversight, but the board is responsible for oversight of the budget for all HA rental assistance programs. Staff support required: Prepare board reports and information on HUD or other program guidelines and requirements so the board can provide oversight of the programs. Liaison comments: Oversight of the Housing Authority’s rental assistance programs is the primary role of the HA board. 12 Board and Commission Annual work plan 3 3 Initiative name: Initiative type: ☒ Staff support (review project, policy or program and provide feedback) ☐ Independent research project ☐ Gather community feedback ☐ Lead community event Initiative origin: ☒ Third party-initiated ☒ Staff-initiated ☐ Commission-initiated ☐ Council-initiated Legally required (e.g. response to Legislative changes or Judicial decisions)? ☒ Yes ☐ No Commissioner lead(s) name(s): If joint commission initiative, list other board or commission: Is this an established work group? (if applicable) ☐ Yes ☐ No Initiative description: Provide direction and approve the Bring it Home state rental assistance program. Oversee the administration of the Bring it Home program once it is implemented. Strategic Priority: ☐ 1 ☐ 2 ☒ 3 ☐ 4 ☐ 5 ☐ N/A Deliverable: ☐ Research report ☐ Summary of community input ☒ Other ☐ N/A Target completion date: 12/31/2025 This section to be completed by staff: Council request (if applicable): ☐ Review and comment or reply ☐ Review and decide ☒ Informational only – no response needed Budget required: None for oversight, but the board will be responsible for oversight of the budget for the Bring it Home program. Staff support required: Prepare board reports and information on the requirements of the Bring it Home Program. Liaison comments: The Bring it Home rental assistance program RFP is anticipated to be due in March 2025. 13 Board and Commission Annual work plan 4 4 Initiative name: Initiative type: ☒ Staff support (review project, policy or program and provide feedback) ☐ Independent research project ☐ Gather community feedback ☐ Lead community event Initiative origin: ☐ Third party-initiated ☒ Staff-initiated ☐ Commission-initiated ☐ Council-initiated Legally required (e.g. response to Legislative changes or Judicial decisions)? ☐ Yes ☒ No Commissioner lead(s) name(s): If joint commission initiative, list other board or commission: Is this an established work group? (if applicable) ☐ Yes ☐ No Initiative description: Oversee the administration of programs that support or promote a well-maintained housing stock through the use of the city’s housing rehab and design programs and affordable homeownership programs including the first-generation and DPA programs. Review the housing activity report annually and provide feedback. Review and authorize the execution of contracts to administer these programs. Strategic Priority: ☐ 1 ☐ 2 ☒ 3 ☐ 4 ☐ 5 ☐ N/A Deliverable: ☐ Research report ☐ Summary of community input ☐ Other ☒ N/A Target completion date: Ongoing This section to be completed by staff: Council request (if applicable): ☐ Review and comment or reply ☐ Review and decide ☒ Informational only – no response needed Budget required: None. The city council approves the budget for these programs. Staff support required: Prepare reports to the board. Liaison comments: Review any significant program changes with the board for their feedback, recommendations and approval. 14 Board and Commission Annual work plan 5 5 Initiative name: Initiative type: ☒ Staff support (review project, policy or program and provide feedback) ☐ Independent research project ☐ Gather community feedback ☐ Lead community event Initiative origin: ☐ Third party-initiated ☒ Staff-initiated ☐ Commission-initiated ☒ Council-initiated Legally required (e.g. response to Legislative changes or Judicial decisions)? ☐ Yes ☒ No Commissioner lead(s) name(s): If joint commission initiative, list other board or commission: Is this an established work group? (if applicable) ☐ Yes ☒ No Initiative description: When requested by council, provide input on strategies to promote the creation and preservation of affordable rental and homeownership options for low- and moderate-income households in St. Louis Park. Strategic Priority: ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☒ 5 ☐ N/A Deliverable: ☐ Research report ☐ Summary of community input ☐ Other ☒ N/A Target completion date: Ongoing as requested This section to be completed by staff: Council request (if applicable): ☐ Review and comment or reply ☐ Review and decide ☒ Informational only – no response needed Budget required: None Staff support required: Provide information to the board on housing strategies or policies being considered by council. Liaison comments: 15 Board and Commission Annual work plan 6 Initiative Origin Definitions • Third party-initiated – Project initiated by applicant or external agency (statutory boards) • Staff-initiated – Project initiated by staff liaison or other city staff • Commission-initiated – Project initiated by the board or commission • Council-initiated – Project tasked to a board or commission by the city council Strategic Priorities 1. St. Louis Park is committed to being a leader in racial equity and inclusion in order to create a more just and inclusive community for all. 2. St. Louis Park is committed to continue to lead in environmental stewardship. 3. St. Louis Park is committed to providing a broad range of housing and neighborhood oriented development. 4. St. Louis Park is committed to providing a variety of options for people to make their way around the city comfortably, safely and reliably. 5. St. Louis Park is committed to creating opportunities to build social capital through community engagement Modifications • Work plans may be modified, to add or delete items, in one of three ways: • Work plans can be modified by mutual agreement during a joint work session. • If immediate approval is important, the board or commission can work with their staff liaison to present a modified work plan for city council approval at a council meeting. • The city council can direct a change to the work plan at their discretion. Future ideas 16 Board and Commission Annual work plan 7 Initiatives that are being considered by the board or commission but not proposed in the annual work plan. Council approval is needed if the board or commission decides they would like to amend a work plan. Initiative Comments 17 18 Agenda Item: 7.a. 19 20 21 22 23 24 25 26 27 28 Period to Date Year to Date Revenue & Expenses INCOME TENANT INCOME Rental Income Tenant Rent 84,209 481,291 Less: Concessions 0 -350 Total Rental Income 84,209 480,941 Other Tenant Income Laundry and Vending 0 4,717 Cleaning Fee 0 3,938 Damages 222 6,500 Late Charges 166 712 NSF Charges 0 120 Tenant Owed Utilities 0 118 Other Income - Laundry 1,509 3,030 Tenant Payment Agreement (TPA) Ren -351 1,796 Tenant Payment Agreement (TPA) Frau 0 -1,092 Tenant Payment Agreement (TPA) Othe -272 1,338 Total Other Tenant Income 1,274 21,177 TOTAL TENANT INCOME 85,483 502,118 GRANT INCOME HUD PHA Operating Grants/Subsidy 23,967 161,801 TOTAL GRANT INCOME 23,967 161,801 OTHER INCOME Investment Income - Unrestricted 1,043 6,708 Fraud Recovery 0 1,092 TOTAL OTHER INCOME 1,043 7,800 TOTAL INCOME 110,493 671,719 EXPENSES ADMINISTRATIVE EXPENSES Administrative Salaries Administrative Salaries 31,731 136,410 Employee Benefit Contribution-Admin 7,072 43,321 Total Administrative Salaries 38,803 179,731 Low Income Public Housing (.ph) Income Statement Period = Jun 2025 Book = Accrual Page 1 of 3 Agenda Item 7.b. 29 Period to Date Year to Date Low Income Public Housing (.ph) Income Statement Period = Jun 2025 Book = Accrual Other Admin Expenses Staff Training 79 639 Accounting Fees 675 3,268 Auditing Fees 0 2,500 Office Rent 0 1,875 Total Other Admin Expenses 754 8,281 Miscellaneous Admin Expenses Membership and Fees 0 263 Office Supplies 0 191 Telephone 244 5,289 Software 0 7,561 Other Misc Admin Expenses 437 12,814 Total Miscellaneous Admin Expenses 39,485 205,848 TOTAL ADMINISTRATIVE EXPENSES 40,239 214,130 UTILITY EXPENSES Water 1,071 16,579 Electricity 9,823 28,687 Gas 6,175 24,437 Garbage/Trash Removal 4,686 36,581 Sewer 1,897 29,928 TOTAL UTILITY EXPENSES 23,653 136,212 MAINTENANCE AND OPERATIONAL EXPENSES General Maint Expense Maintenance Salaries 13,632 79,249 Employee Benefit Contribution-Maint.4,010 28,456 Total General Maint Expense 17,643 107,705 Materials Maintenance Materials 4,926 16,083 Supplies-Appliance 2,240 4,710 Total Materials 7,166 20,792 Contract Costs Contract-Electrical 495 9,152 Contract-Pest Control 272 3,890 Contract-Grounds 750 1,905 Contract-Janitorial/Cleaning 3,350 18,350 Contract-Plumbing 3,186 15,837 Contract-HVAC 814 2,916 Contract-Elevator Monitoring 286 2,998 Contract-Snow Removal Contract Cost 0 2,400 Page 2 of 3 30 Period to Date Year to Date Low Income Public Housing (.ph) Income Statement Period = Jun 2025 Book = Accrual Unit Turnaround Contract Cost 1,650 3,138 Contract Costs-Other 1,338 9,336 Total Contract Costs 12,141 69,923 TOTAL MAINTENANCE AND OPERATIONAL EX 36,950 198,420 GENERAL EXPENSES Insurance 213 2,302 Property Insurance 3,235 19,411 Liability Insurance 277 1,663 Payments in Lieu of Taxes 3,028 17,254 Bad Debt-Tenant Rents 0 -237 Other General Expense 0 6,483 TOTAL GENERAL EXPENSES 6,753 46,874 HOUSING ASSISTANCE PAYMENTS Tenant Utility Payments-Voucher 0 292 Tenant Utility Payments-Public Housing 140 532 FSS Escrow Payments 737 6,220 TOTAL HOUSING ASSISTANCE PAYMENTS 877 7,044 NON-OPERATING ITEMS Depreciation -Buildings 26,832 160,991 TOTAL NON-OPERATING ITEMS 26,832 160,991 TOTAL EXPENSES 135,304 763,672 NET INCOME -24,811 -91,952 Exclude Depreciation 26,832 160,991 Total Net Income 2,021 69,039 Page 3 of 3 31 Current Balance All ASSETS CURRENT ASSETS CASH Unrestricted Cash Cash Operating 1 791,310 Petty Cash 100 Total Unrestricted Cash 791,410 Restricted Cash Cash Restricted-FSS Escrow 28,339 Total Restricted Cash 28,339 TOTAL CASH 819,749 ACCOUNTS AND NOTES RECEIVABLE A/R -Tenants 29,036 Allowance for Doubtful Accounts-Tenan -7,996 A/R - Tenant Payment Agreement (TPA 7,316 TOTAL ACCOUNTS AND NOTES RECEIVABL 28,356 OTHER CURRENT ASSETS Investments-Unrestricted 335,456 Prepaid Expenses and Other Assets 22,353 TOTAL OTHER CURRENT ASSETS 357,809 TOTAL CURRENT ASSETS 1,205,914 NONCURRENT ASSETS: FIXED ASSETS Land 655,352 Buildings 3,629,598 Furniture and Equipment-Admin.93,328 Leasehold Improvements 655,765 Site Improvement 10,568,746 Accum Depreciation-Buildings -13,090,219 SBITA Asset 32,684 TOTAL FIXED ASSETS 2,545,254 TOTAL NONCURRENT ASSETS 2,545,254 TOTAL ASSETS 3,751,168 LIABILITIES & EQUITY Low Income Public Housing (.ph) Balance Sheet Period = Jun 2025 Book = Accrual Page 1 of 2 32 Current Balance Low Income Public Housing (.ph) Balance Sheet Period = Jun 2025 Book = Accrual LIABILITIES: CURRENT LIABLITIES: A/P Vendors and Contractors 1,603 Tenant Security Deposits 42,945 Security Deposit Clearing Account 374 A/P Other 730 Accrued Payroll & Payroll Taxes 151,534 Accrued PILOT 17,254 Interprogram-Due To 20,705 Tenant Prepaid Rents 7,651 Accrued Compensated Absences-Curren 65,863 TOTAL CURRENT LIABILITIES 308,658 NONCURRENT LIABILITIES: Accrued Compensated Absences-LT 10,484 FSS Escrow 29,036 Notes Payable - LT 255,002 SBITA Liability 30,184 TOTAL NONCURRENT LIABILITIES 324,706 TOTAL LIABILITIES 633,364 EQUITY RETAINED EARNINGS: Invested in Capital Assets-Net of Debt 2,391,727 Retained Earnings-Unrestricted Net Ass 726,077 TOTAL RETAINED EARNINGS:3,117,804 TOTAL EQUITY 3,117,804 TOTAL LIABILITIES AND EQUITY 3,751,168 Page 2 of 2 33 Period to Date Year to Date Revenue & Expenses INCOME TENANT INCOME Other Tenant Income Tenant Payment Agreement (TPA) Frau -306 -2,410 Tenant Payment Agreement (TPA) Othe 0 1,648 Total Other Tenant Income -306 -762 TOTAL TENANT INCOME -306 -762 GRANT INCOME Section 8 HAP Earned 366,513 2,152,325 Section 8 Admin. Fee Income 57,206 256,287 Port-In Admin Fees Earned 1,521 6,221 Port In HAP Earned 25,403 90,318 TOTAL GRANT INCOME 450,643 2,505,151 OTHER INCOME Investment Income - Unrestricted 220 1,324 Fraud Recovery 306 7,198 TOTAL OTHER INCOME 526 8,522 TOTAL INCOME 450,863 2,512,911 EXPENSES ADMINISTRATIVE EXPENSES Administrative Salaries Administrative Salaries 28,372 87,477 Employee Benefit Contribution-Admin 16,553 38,403 Total Administrative Salaries 44,926 125,880 Other Admin Expenses Staff Training 79 1,624 Accounting Fees 555 3,862 Auditing Fees 0 3,000 Port Out Admin Fee Paid 6,296 33,917 Office Rent 0 1,875 Total Other Admin Expenses 6,930 44,278 Miscellaneous Admin Expenses Membership and Fees 0 263 HCV not including MS5 (.hcv-fin) Income Statement Period = Jun 2025 Book = Accrual Page 1 of 2 34 Period to Date Year to Date HCV not including MS5 (.hcv-fin) Income Statement Period = Jun 2025 Book = Accrual Office Supplies 0 266 Telephone 0 1,150 Software 0 16,183 Other Misc Admin Expenses 0 12,224 Total Miscellaneous Admin Expenses 44,926 155,965 TOTAL ADMINISTRATIVE EXPENSES 51,855 200,243 MAINTENANCE AND OPERATIONAL EXPENSES HOUSING ASSISTANCE PAYMENTS Housing Assistance Payments 308,857 1,807,388 Tenant Utility Payments-Voucher 807 6,569 Port Out HAP Payments 94,259 509,156 FSS Escrow Payments 2,670 11,896 TOTAL HOUSING ASSISTANCE PAYMENTS 406,593 2,335,009 TOTAL EXPENSES 458,448 2,535,252 NET INCOME -7,586 -22,341 Page 2 of 2 35 Current Balance All ASSETS CURRENT ASSETS CASH Unrestricted Cash Cash Operating 1 422,651 Total Unrestricted Cash 422,651 Restricted Cash Cash Restricted-FSS Escrow 68,689 Cash Restricted-HAP -125,227 Total Restricted Cash -56,538 TOTAL CASH 366,113 ACCOUNTS AND NOTES RECEIVABLE A/R -Tenants 3,100 A/R - Tenant Payment Agreement (TPA 1,486 A/R - HUD 35,001 A/R Port Ins 32,558 A/R Port In Suspense -2,727 TOTAL ACCOUNTS AND NOTES RECEIVABL 69,418 OTHER CURRENT ASSETS Investments-Unrestricted 64,108 TOTAL OTHER CURRENT ASSETS 64,108 TOTAL CURRENT ASSETS 499,639 NONCURRENT ASSETS: FIXED ASSETS SBITA Asset 94,841 Accumulated Amortization -18,968 TOTAL FIXED ASSETS 75,873 TOTAL NONCURRENT ASSETS 75,873 TOTAL ASSETS 575,512 LIABILITIES & EQUITY LIABILITIES: CURRENT LIABLITIES: A/P Vendors and Contractors -890 HCV not including MS5 (.hcv-fin) Balance Sheet Period = Jun 2025 Book = Accrual Page 1 of 2 36 Current Balance HCV not including MS5 (.hcv-fin) Balance Sheet Period = Jun 2025 Book = Accrual Tenant Security Deposits -500 A/P Other 156 Accrued Payroll & Payroll Taxes 75,432 Interprogram-Due To 13,183 Tenant Prepaid Rents 246 Accrued Compensated Absences-Curren 9,216 TOTAL CURRENT LIABILITIES 96,842 NONCURRENT LIABILITIES: Accrued Compensated Absences-LT 1,467 FSS Escrow 59,675 SBITA Liability 70,069 TOTAL NONCURRENT LIABILITIES 131,210 TOTAL LIABILITIES 228,052 EQUITY RESERVED FUND BALANCE Reserved for Capital Activities -125,227 TOTAL RESERVED FUND BALANCE -125,227 RETAINED EARNINGS: Retained Earnings-Unrestricted Net Ass 472,686 TOTAL RETAINED EARNINGS:472,686 TOTAL EQUITY 347,459 TOTAL LIABILITIES AND EQUITY 575,512 Page 2 of 2 37 Period to Date Year to Date Revenue & Expenses INCOME TENANT INCOME GRANT INCOME Section 8 HAP Earned 25,095 143,514 Section 8 Admin. Fee Income 2,271 10,091 TOTAL GRANT INCOME 27,366 153,605 TOTAL INCOME 27,366 153,605 EXPENSES ADMINISTRATIVE EXPENSES Administrative Salaries Administrative Salaries -365 2,153 Employee Benefit Contribution-Admin -155 641 Total Administrative Salaries -520 2,794 Other Admin Expenses Port Out Admin Fee Paid 380 3,732 Total Other Admin Expenses 380 3,732 Miscellaneous Admin Expenses Software 0 1,113 Other Misc Admin Expenses 0 32 Total Miscellaneous Admin Expenses -520 3,938 TOTAL ADMINISTRATIVE EXPENSES -139 7,671 MAINTENANCE AND OPERATIONAL EXPENSES HOUSING ASSISTANCE PAYMENTS Housing Assistance Payments 14,186 86,592 Tenant Utility Payments-Voucher 0 2 Port Out HAP Payments 5,384 52,451 TOTAL HOUSING ASSISTANCE PAYMENTS 19,570 139,045 TOTAL EXPENSES 19,431 146,716 NET INCOME 7,935 6,889 Mainstream 5 (ms5) Income Statement Period = Jun 2025 Book = Accrual Page 1 of 1 38 Current Balance All ASSETS CURRENT ASSETS CASH Unrestricted Cash Cash Operating 1 14,254 Total Unrestricted Cash 14,254 Restricted Cash Cash Restricted-HAP -10,934 Total Restricted Cash -10,934 TOTAL CASH 3,320 ACCOUNTS AND NOTES RECEIVABLE A/R - HUD 15,403 TOTAL ACCOUNTS AND NOTES RECEIVABL 15,403 TOTAL CURRENT ASSETS 18,723 NONCURRENT ASSETS: TOTAL ASSETS 18,723 LIABILITIES & EQUITY LIABILITIES: CURRENT LIABLITIES: A/P Vendors and Contractors -2,200 Accrued Payroll & Payroll Taxes 652 Interprogram-Due To 2,142 TOTAL CURRENT LIABILITIES 594 TOTAL LIABILITIES 594 EQUITY RESERVED FUND BALANCE Reserved for Capital Activities -10,934 TOTAL RESERVED FUND BALANCE -10,934 RETAINED EARNINGS: Retained Earnings-Unrestricted Net Ass 29,063 Mainstream 5 (ms5) Balance Sheet Period = Jun 2025 Book = Accrual Page 1 of 2 39 Current Balance Mainstream 5 (ms5) Balance Sheet Period = Jun 2025 Book = Accrual TOTAL RETAINED EARNINGS:29,063 TOTAL EQUITY 18,129 TOTAL LIABILITIES AND EQUITY 18,723 Page 2 of 2 40 Period to Date Year to Date Revenue & Expenses INCOME TENANT INCOME GRANT INCOME FSS Income 5,245 26,224 TOTAL GRANT INCOME 5,245 26,224 TOTAL INCOME 5,245 26,224 EXPENSES ADMINISTRATIVE EXPENSES Miscellaneous Admin Expenses Sundry Exp - STEP 5,245 26,224 Total Miscellaneous Admin Expenses 5,245 26,224 TOTAL ADMINISTRATIVE EXPENSES 5,245 26,224 MAINTENANCE AND OPERATIONAL EXPENSES TOTAL EXPENSES 5,245 26,224 NET INCOME 0 0 FSS (fssgrant) Income Statement Period = Jun 2025 Book = Accrual Page 1 of 1 41 Period to Date Year to Date Revenue & Expenses INCOME TENANT INCOME GRANT INCOME ROSS Revenue 6,621 33,104 TOTAL GRANT INCOME 6,621 33,104 TOTAL INCOME 6,621 33,104 EXPENSES ADMINISTRATIVE EXPENSES Miscellaneous Admin Expenses Other Misc Admin Expenses 621 3,104 Total Miscellaneous Admin Expenses 621 3,104 TOTAL ADMINISTRATIVE EXPENSES 621 3,104 TENANT SERVICES Project Coordinator 6,000 30,000 TOTAL TENANT SERVICES EXPENSES 6,000 30,000 MAINTENANCE AND OPERATIONAL EXPENSES TOTAL EXPENSES 6,621 33,104 NET INCOME 0 0 ROSS (rosssvc) Income Statement Period = Jun 2025 Book = Accrual Page 1 of 1 42 Period to Date Year to Date Revenue & Expenses INCOME TENANT INCOME GRANT INCOME Hennepin County Rev 44,052 252,873 Hennepin County Admin Rev 4,283 24,647 TOTAL GRANT INCOME 48,335 277,520 TOTAL INCOME 48,335 277,520 EXPENSES ADMINISTRATIVE EXPENSES Administrative Salaries Administrative Salaries 3,733 15,876 Employee Benefit Contribution-Admin 1,107 5,866 Total Administrative Salaries 4,840 21,741 Other Admin Expenses Accounting Fees 160 795 Total Other Admin Expenses 160 795 Miscellaneous Admin Expenses Software 0 2,000 Other Misc Admin Expenses 0 288 Total Miscellaneous Admin Expenses 4,840 24,030 TOTAL ADMINISTRATIVE EXPENSES 5,000 24,825 MAINTENANCE AND OPERATIONAL EXPENSES HOUSING ASSISTANCE PAYMENTS Housing Assistance Payments 45,674 253,242 TOTAL HOUSING ASSISTANCE PAYMENTS 45,674 253,242 TOTAL EXPENSES 50,674 278,067 NET INCOME -2,339 -547 Stable Home (stablehm) Income Statement Period = Jun 2025 Book = Accrual Page 1 of 1 43 Current Balance All ASSETS CURRENT ASSETS CASH Unrestricted Cash Cash Operating 1 43,262 Total Unrestricted Cash 43,262 TOTAL CASH 43,262 ACCOUNTS AND NOTES RECEIVABLE A/R - Tenant Payment Agreement (TPA 2,648 A/R -Other 141,094 TOTAL ACCOUNTS AND NOTES RECEIVABL 143,741 TOTAL CURRENT ASSETS 187,004 NONCURRENT ASSETS: FIXED ASSETS SBITA Asset 5,836 Accumulated Amortization -1,167 TOTAL FIXED ASSETS 4,669 TOTAL NONCURRENT ASSETS 4,669 TOTAL ASSETS 191,673 LIABILITIES & EQUITY LIABILITIES: CURRENT LIABLITIES: A/P Vendors and Contractors 817 Accrued Payroll & Payroll Taxes 11,576 Interprogram-Due To 149,357 Accrued Compensated Absences-Curren 1,524 TOTAL CURRENT LIABILITIES 163,274 NONCURRENT LIABILITIES: Accrued Compensated Absences-LT 243 SBITA Liability 4,312 TOTAL NONCURRENT LIABILITIES 4,555 TOTAL LIABILITIES 167,829 Stable Home (stablehm) Balance Sheet Period = Jun 2025 Book = Accrual Page 1 of 2 44 Current Balance Stable Home (stablehm) Balance Sheet Period = Jun 2025 Book = Accrual EQUITY RETAINED EARNINGS: Retained Earnings-Unrestricted Net Ass 23,844 TOTAL RETAINED EARNINGS:23,844 TOTAL EQUITY 23,844 TOTAL LIABILITIES AND EQUITY 191,673 Page 2 of 2 45 Period to Date Year to Date Revenue & Expenses INCOME TENANT INCOME Rental Income 50059 HAP Subsidy 18,747 110,893 Tenant Based Subsidy -3,600 -3,600 Total Rental Income 15,147 107,293 TOTAL TENANT INCOME 15,147 107,293 GRANT INCOME Port-In Admin Fees Earned -387 -387 Admin Fee Revenue 1,650 9,945 Admin Fee Revenue- to STEP 1,500 9,030 TOTAL GRANT INCOME 2,763 18,588 TOTAL INCOME 17,910 125,881 EXPENSES ADMINISTRATIVE EXPENSES Administrative Salaries Administrative Salaries 1,273 5,585 Employee Benefit Contribution-Admin 0 1,700 Total Administrative Salaries 1,273 7,285 Other Admin Expenses Accounting Fees 160 795 Total Other Admin Expenses 160 795 Miscellaneous Admin Expenses Software 0 1,323 Other Misc Admin Expenses 0 96 Sundry Exp - STEP 0 3,560 Total Miscellaneous Admin Expenses 1,273 12,264 TOTAL ADMINISTRATIVE EXPENSES 1,433 13,059 MAINTENANCE AND OPERATIONAL EXPENSES HOUSING ASSISTANCE PAYMENTS Housing Assistance Payments 18,888 110,893 TOTAL HOUSING ASSISTANCE PAYMENTS 18,888 110,893 Kids in the Park (kidspark) Income Statement Period = Jun 2025 Book = Accrual Page 1 of 2 46 Period to Date Year to Date Kids in the Park (kidspark) Income Statement Period = Jun 2025 Book = Accrual TOTAL EXPENSES 20,321 123,952 NET INCOME -2,411 1,929 Page 2 of 2 47 Current Balance All ASSETS CURRENT ASSETS CASH Unrestricted Cash Cash Operating 1 43,750 Total Unrestricted Cash 43,750 TOTAL CASH 43,750 ACCOUNTS AND NOTES RECEIVABLE A/R -Other 42,131 TOTAL ACCOUNTS AND NOTES RECEIVABL 42,131 TOTAL CURRENT ASSETS 85,881 NONCURRENT ASSETS: FIXED ASSETS SBITA Asset 4,377 Accumulated Amortization -875 TOTAL FIXED ASSETS 3,502 TOTAL NONCURRENT ASSETS 3,502 TOTAL ASSETS 89,383 LIABILITIES & EQUITY LIABILITIES: CURRENT LIABLITIES: A/P Vendors and Contractors 2,115 Accrued Payroll & Payroll Taxes 4,096 Interprogram-Due To 64,342 Accrued Compensated Absences-Curren 571 TOTAL CURRENT LIABILITIES 71,124 NONCURRENT LIABILITIES: Accrued Compensated Absences-LT 90 SBITA Liability 3,234 TOTAL NONCURRENT LIABILITIES 3,324 TOTAL LIABILITIES 74,448 Kids in the Park (kidspark) Balance Sheet Period = Jun 2025 Book = Accrual Page 1 of 2 48 Current Balance Kids in the Park (kidspark) Balance Sheet Period = Jun 2025 Book = Accrual EQUITY RETAINED EARNINGS: Retained Earnings-Unrestricted Net Ass 14,935 TOTAL RETAINED EARNINGS:14,935 TOTAL EQUITY 14,935 TOTAL LIABILITIES AND EQUITY 89,383 Page 2 of 2 49 Period to Date Year to Date Revenue & Expenses INCOME TENANT INCOME OTHER INCOME Investment Income - Unrestricted 2,493 7,743 Investment Income - Restricted 46 276 TOTAL OTHER INCOME 2,539 8,018 TOTAL INCOME 2,539 8,018 EXPENSES ADMINISTRATIVE EXPENSES Other Admin Expenses Accounting Fees 170 500 Total Other Admin Expenses 170 500 Miscellaneous Admin Expenses Bank Fees 143 857 Total Miscellaneous Admin Expenses 143 857 TOTAL ADMINISTRATIVE EXPENSES 313 1,357 MAINTENANCE AND OPERATIONAL EXPENSES TOTAL EXPENSES 313 1,357 NET INCOME 2,226 6,661 General Fund Cocc - interco (cocc) Income Statement Period = Jun 2025 Book = Accrual Page 1 of 1 50 Current Balance All ASSETS CURRENT ASSETS CASH Unrestricted Cash Cash Operating 1 143,420 Total Unrestricted Cash 143,420 TOTAL CASH 143,420 OTHER CURRENT ASSETS Investments-Unrestricted 281,162 Investments-Restricted 13,353 Interprogram-Due From 249,453 TOTAL OTHER CURRENT ASSETS 543,968 TOTAL CURRENT ASSETS 687,387 NONCURRENT ASSETS: TOTAL ASSETS 687,387 LIABILITIES & EQUITY LIABILITIES: CURRENT LIABLITIES: A/P Other 1,030 TOTAL CURRENT LIABILITIES 1,030 TOTAL LIABILITIES 1,030 EQUITY RESERVED FUND BALANCE Reserved for Operating Activities 13,353 TOTAL RESERVED FUND BALANCE 13,353 RETAINED EARNINGS: Retained Earnings-Unrestricted Net Ass 673,005 TOTAL RETAINED EARNINGS:673,005 TOTAL EQUITY 686,357 General Fund Cocc - interco (cocc) Balance Sheet Period = Jun 2025 Book = Accrual Page 1 of 2 51 Current Balance General Fund Cocc - interco (cocc) Balance Sheet Period = Jun 2025 Book = Accrual TOTAL LIABILITIES AND EQUITY 687,387 Page 2 of 2 52 Period to Date Year to Date Revenue & Expenses INCOME TENANT INCOME GRANT INCOME Capital Fund Grants 18,145 41,895 TOTAL GRANT INCOME 18,145 41,895 TOTAL INCOME 18,145 41,895 EXPENSES ADMINISTRATIVE EXPENSES MAINTENANCE AND OPERATIONAL EXPENSES NET INCOME 18,145 41,895 CFP (cfp2024) Income Statement Period = Jun 2025 Book = Accrual Page 1 of 1 53 Current Balance All ASSETS CURRENT ASSETS CASH NONCURRENT ASSETS: FIXED ASSETS Site Improvement 254,442 TOTAL FIXED ASSETS 254,442 TOTAL NONCURRENT ASSETS 254,442 TOTAL ASSETS 254,442 LIABILITIES & EQUITY LIABILITIES: EQUITY RETAINED EARNINGS: Retained Earnings-Unrestricted Net Ass 254,442 TOTAL RETAINED EARNINGS:254,442 TOTAL EQUITY 254,442 TOTAL LIABILITIES AND EQUITY 254,442 CFP (cfp2024) Balance Sheet Period = Jun 2025 Book = Accrual Page 1 of 1 54