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8.1. SR 05-20-2019 ��i Eof lk — - Request for Action River To Item Number Mayor and City Council 8.1 Agenda Section Meeting Date Prepared by General Business May 20, 2019 Zack Carlton,Planning Manager Item Description Reviewed by Concept Review: Planned Unit Development Cal Portner, City Administrator Amendment at Elk Ridge Center to Allow an Reviewed by Apartment Building Peter Beck, City Attorney Action Requested Review the conceptual development and provide informal,non-binding, feedback for the applicant. If the City Council supports project: Adopt,by motion,a resolution of support for the project and the applicant's state tax credit application. Background/Discussion The applicant, CommonBond Communities,would like to construct a 56-unit apartment building in the Elk Ridge Center PUD,generally south of Aldi and west of the New Horizon Academy. The property is zoned PUD (commercial) and the Comprehensive Plan guides the parcel for Highway Business uses. The property is part of the Elk Ridge Center PUD which supports u CR 33 commercial development west of Highway 169, and does not allow residential uses within the development. There are two vacant lots in the development,including the parcel requested for residential use, and existing businesses in Elk Ridge Center include Aldi, Goodwill, RR New Horizon,Pearl Vision, and a retail quilt store. Hwy IQ Staff has concerns with transitioning one of the remaining readily CR 12 developable commercial parcels guided for Highway Business to high density residential. The parcel is 2.5 acres in size and could support another use similar in size to Aldi or Goodwill. Additionally, access to the site will be improved with the 169 411 Redefine project by adding interchanges north and south of the Elk 0'69 Ridge Center PUD that have the potential to facilitate additional commercial growth and improved frontage road connections in the area. Fe�,re i The Elk River Vision A avelcoming community with revolutionary and spirited resourcefulness, exceptional P o w E e E o s r service, and community engagement that encourages and inspires prosperity INATUR The applicant has requested that if the City Council supports the required PUD and Land Use amendments necessary to move forward with the project they vote on a resolution of support. The applicant would like to utilize state tax credit funding for the project and that requires a resolution of support from the City Council. The resolution does not approve the project itself and the Council would not be required to approve future land use applications for the site should Council move to adopt the resolution. Financial Impact None Attachments ■ Location Map ■ Narrative and Sketch Plans ■ Resolution of Support N:\Public Bodies\Agenda Packets\05-20-2019\x8.1 sr CommonBond Concept.docx 7LI IM t •s-�Is *pgp14 + � , y SITE a it Li 0 of EVA IM- CommonBond Communifies E I*k� --%-- Concept Review Case No.- CR 19-03 River r!, ,r + ii F-iF` -F fir: i•.±^rF iYt� � •.�_ _ 5 rt[,'Gi r 1080 Montreal Avenue Common Bond St. Paul, MN 55116 C O M M U N I T I E S commonbond.org Elk Ridge Lodge Project Narrative CommonBond Communities is pleased to propose Elk Ridge Lodge—a new construction,mixed income apartment building located at 19522 Holt Street Northwest within the existing Elk Ridge Shopping Center. The proposed project includes 60 apartments with 120 stalls of surface parking. The property will have on-site management and maintenance staff and will include amenities such as on-site washers/ driers,balconies in select units,oversized closets and a fitness center for residents. The location is highly desirable and supportive to CommonBond's planned development as it is near numerous services, amenities and jobs,all of which will be utilized by our future residents. The location of these services in the immediate of vicinity of the site,including groceries and child care,makes the location absolutely stellar for multifamily housing. We believe multifamily represents the highest and best use for the site,especially given it has been marketed by the current owner for a number of years without another viable development opportunity. We further believe multifamily will continue to be the highest and best use after the planned reconstruction of nearby Highway 169 interchanges. Elk Ridge Lodge will add users and a visually prominent and attractive building to a parcel that has not until now attracted a viable development proposal. Several options are being considered to integrate the development into the existing shopping center,both in terms circulation and aesthetics. The presented scenario contemplates directing traffic to the southern portion of the site,taking advantage of a less-utilized point of access from Holt Street,mitigating impacts to existing ingress/egress on the northern end of the site. Further,access will not occur from Irving Street Northwest, ensuring neighboring uses are not impacted by the proposed project. Additionally,the development will build upon the attractive aesthetic already in place at the shopping center,with following elements considered: faux stone masonry,standing seam roofing at select locations, fiber cement board siding and high- quality landscaping. Elk Ridge Lodge will be owned and managed by CommonBond. CommonBond is a Saint Paul-based non profit affordable housing provider founded in 1971. CommonBond owns and operates properties in Minnesota,Wisconsin and Iowa,with our largest presence being in the Twin Cities metro. The following are several hallmarks of CommonBond's ownership and management philosophy: • Long-term owner: CommonBond has sold just one property in its nearly 50 years of existence,demonstrating deep investment in long-lasting relationships with the communities in which it works. Such an ownership strategy also informs our high-quality design and construction standards; • Attentive,Resident-Focused Manager: CommonBond manages all 100-plus properties that it owns,providing consistency and continuity of service for its residents,neighbors and the community as a whole. Such a management philosophy leads to us to have extremely high resident satisfaction rates and to be invited back into communities for successive developments. The project is expected to be financed by Minnesota Housing. Minnesota Housing requires a non-binding resolution of support from the City,which is being requested tonight. If awarded financing in late-November, CommonBond would reengage with staff,the Planning Commission and Council to obtain necessary land use approvals,but those land use approvals are not requested at this time. �o 0 -a� tea✓ ,A,11 1p /W V 0 0 a � 3 W J � W Y W VZ u a'^ �o O s cw m� o; E� E� Oo U. <■ lsiof ri tz .t � J W o � _ Q Z_ c W Cc m w a�. N O �2 `W rn Y > > N W Y N W O City Efl4k � City of Elk River � City Council River Resolution 19- A Resolution of the City Council of the City of Elk River Supporting the Tax Credit Application for Proposed CommonBond Multiple Family Housing Project and Recognizing that the Project Would Help Meet Identified Housing Needs WHEREAS, the City of Elk River is a municipal corporation and political subdivision duly organized and existing under the constitution and laws of the State of Minnesota•, and WHEREAS, the City of Elk River completed a housing study in 2018 and affordable housing is identified as a community need; and WHEREAS, CommonBond Communities has submitted a conceptual review application to construct 60 units of multiple-family rental housing (the "Pro)ect") on Lot 1, Block 1, ELK RIDGE CENTER SECOND ADDITION; and WHEREAS, CommonBond Communities will be submitting a Low Income Housing Tax Credit application to the Minnesota Housing Finance Agency in June of 2019 for the Project; and WHEREAS, the Project would help meet the locally identified housing needs of the City of Elk River in that affordable housing is in short supply in the local housing market; and WHEREAS, adoption of this resolution does not constitute land use approval of the project in that CommonBond Communities must apply for several separate land use approvals for the Project which must be processed as required by state law and city ordinance and heard in public hearing before the City Council will have the information necessary to decide whether to approve the Project. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Elk River,Minnesota, as follows: The Project will meet an identified need to provide additional affordable housing needs in the community. Passed and adopted this 201h day of May 2019. John J. Dietz,Mayor ATTEST: Tina Allard, City Clerk NATURE] May 20, 2019 City of Elk River 13065 Orono Parkway Elk River, MN 55330 Attn: City Councilmembers RE: Elk Ridge Lodge Letter of Support Dear Councilmembers, I am providing this statement in regards to the preliminary action requested by CommonBond related to Elk Ridge Lodge at the Elk Ridge Shopping Center. CommonBond has a purchase agreement with us for this site and is proposing to develop an approximately 60 -unit, new construction multifamily apartment building. We are eager to work with CommonBond on this project. I understand that the City may have concerns about rezoning this site from commercial to residential, but in our opinion, the site's highest and best use is fulfilled by CommonBond's proposal. We say this with great confidence, as our firm has developed properties across all commercial product types in our nearly 20 years of existence. Simply put, we would not be looking to sell this property if we saw a demand for a commercially -oriented use — as we would develop it ourselves. We have marketed the site for 15 years for a variety of different commercial uses including junior box retail and medical office, but failed to receive any feasible interest or purchase offers. We believe the market is clearly indicating that a commercial use for the site is not likely any time in the near or distant future. We also believe that even after the planned reconstruction of Highway 169 intersections, this will continue to be the case. This is because as the site is tucked so far back from the highway, it does not have sufficient visibility to garner commercial/retail interest. The remaining developable land in the shopping center, totaling approximately 3.49 acres, is a far better candidate for commercial development as it is much closer to and more visible from the highway and we will continue to pursue those types of users earnestly. We also consider CommonBond's proposed use to be highly additive to our existing property as it will add a highly visible, multi -story structure with a design consistent to the already developed parcels, providing the area greater visibility and a stronger sense of place. It will help provide the live -work -play element that is so critical to successful mixed-use developments. The proposed Commonbond development will also be complimentary and add residents and potential customers to the site, which will make the current businesses that much more viable and sustainable. Finally, we believe the development will also be accomplished in manner that improves circulation within the existing drive network of the site. Thank you for the opportunity to provide our feedback for your consideration. Please feel free to contact me with any questions at ben@hempelcompanies.com or 612-355-2608. Sincerely, Ben Krsnak Hempel Companies IT CommonBond- C 0 M M U N I T I E S Since 1971, CommonBond Communities has provided homes and support for those most in need in our community. Our mission is to build stable homes, strong futures, and vibrant communities. From families, to seniors, to youth, to veterans, resident stability and success is at the core of everything we do WHO WE ARE We believe a home is the foundation for everything in life. Our integrated approach - housing with supportive services - changes lives and strengthens families and communities. Each year, CommonBond provides affordable housing and services to help over 12,000 people with lour and moderate incomes achieve their goals for stability, advancement, and independence. CommonBond develops and manages urban, suburban and rural housing communities across more than 50 cities in Minnesota, Wisconsin and Iowa. Approximately 2,800 of these residents are children. HOW WE SERVE CommonBond homes are paired with supportive services that provide academic programs for youth, as well as employment assistance, health and wellness services, and community engagement opportunities for adults and seniors. This leads to youth who excel in school, adults who find employment and advance in their jobs, and older adults who live independently longer. Our work is done in partnership with local communities, as well as governmental, corporate, and philanthropic sectors. Stable homes. Strong futures. Vibrant Communities. Century City Lofts I Milwaukee, WI Why CommonBond? Housing is unaffordable for more people: and the availability of affordable housing is a critical issue. ■ More high-income earners are renting than ever, and the rental market is adjusting accordingly. ■ Supply of affordable housing is aging and shrinking. ■ Unstable, unaffordable housing negatively affects mental health, academic achievement, and more. ■ Median wages for low to middle income households are not keeping up with rising housing costs. In addition to the lack of places for people with low to moderate incomes to call home, there's little support in place to help residents maintain their stability and achieve their goals. We want to change that. Our model prioritizes resident stability, and through our Advantage Services, we're able to provide programs to support residents in meeting their goals and intervene when someone's stability is at risk. Our Advantage Services programming has 4 main focus areas: HEALTH AND EDUCATION AND STABILITY AND COMMUNITY BUILDING WELLNESS ADVANCEMENT INDEPENDENCE AND ENGAGEMENT Keeping people 56% of students behind grade level made more than stably housed one year's worth of progress in reading= 82% of formerly homeless residents maintained is valuable. housing for a year or more. In 2018: 600 residents participated in one or more 'rfealth and Wellness sessions during the year. Our priority is our residents' experience and success. We conduct satisfaction surveys and impact reports regularly, and we're proud of the numbers they return. For example, we prevented 767 evictions in 2018, and 87% of residents said living in a CommonBond community helps them pursue their hopes and dreams. 1,589 Residents 16 Housing Communities 10,099 Residents 112 Housing Communities 508 Residents 8 Housing Ilk Communities as ofJoruary, 2019 To learn more, visit commonbond.org t CommonBond MMUNI C O M M U N T I E S Real Estate Acquisition & Development Affordable homes and thriving communities through smart real estate decisions and collaboration. CommonBond is renowned for its award-winning acquisition & development and property management expertise. We've been in the business of developing homes and community since 1971. With a deep portfolio of successful, diverse, long-term partnerships and properties, we are best positioned to address the critical need for more affordable housing in our region. CommonBond manages a portfolio valued at about $500M in a pro_ resident and professional manner, while simultaneously protecting the assets and interests of our public and private investors We are good neighbors and our presence in a community makes a difference. We go beyond effectively managing our properties, too — we provide supportive services to help residents achieve stability and independence, and we build and maintain important relationships with cities, public agencies, faith communities, and community organizations. Our Acquisition & Development team handles all aspects of development including: Site and market analysis Project financing Community outreach and engagement Entitlements Construction management Now serving over 12,000 people 1,589 Residents 16 Housing Communities 10,099 Residents 112 Housing Communities 508 Residents 8 Housing Communities We are CommonBond Communities. We are real estate experts. And, because a home is the foundation for everything in life, we use that expertise to create stable homes, strong futures, and vibrant communities, Why CommonBond? We develop, own or manage over 6,000 rental apartments and townhomes throughout 52 cities in MN, WI and IA. Because of our deep involvement in every aspect of development, both our physical products and the teams that manage them are high quality and long lasting. We in Our Portfolio The properties across our portfolio are quality and dignified because we continually invest in them. In fact, we invested nearly $50 million over the last year in rehabilitating 960 homes for existing residents. Here's what comes with CommonBond partnerships and properties: • A long track record of delivering and meeting goals • Access to proprietary financing and relationships • A professional management plus services model • Well-maintained properties with a stable resident base Our Communities We know that long-term ownership and management is critical to long-term commitment and success. We're more than a developer—Common Bond values social return, and our residents tend to move out only when moving up. Our deep involvement means that our properties become valuable assets in their surrounding communities. Here's what that looks like: • High resident retention: 767 evictions prevented in the last year • Built-in supportive services to foster quality staffing, residents, and community members • Creating homes that are foundations for other measurable outcomes, like health, education, and rehabilitation " I have been impressed with CommonBond's capacity to manage complex real estate transactions and their dedication to preserving affordable housing." Li/. KEVIN FILTER International Director, ALL Commitment to We're recognized for our comprehensive commitment to prioritizing sustainability in our operations and communities, We recently achieved the Green Designation by The Neighborworks Organization for succesfully adopting green strategies throughout each of our program areas. We consistently strive to use healthy, sustainable materials in our buildings and practices. III 1 gig AM ■ v- - 4 Executive Vice President of Real Estate CommonBond C O M M U N I T I E S Cecile Bedor serves as Executive Vice President of Real Estate. She brings executive leadership skills and practical experience to lead all real estate activities for CommonBond. She is responsible for all aspects of the purchase and development of real estate, property asset management to ensure financial sustainability, and reporting to project funders and investors. Cecile previously served as the Executive Vice President of GREATER MSP, where she began in 2014. Prior to that, she served for eight years as the City of Saint Paul's Director of Planning and Economic Development. During that time, she was also the Executive Director of the City's Housing & Redevelopment Authority. Before joining the City, she was the Director of Partnerships and Development for the Minneapolis Public Library, overseeing the system's marketing and communications, community library capital projects, and community partnerships. She previously held positions with the National Equity Fund, the Metropolitan Council, and Aeon. Director of Construction Management Bob Mueller's responsibility as Director of Construction Management is to coordinate and supervise the construction process from pre -construction through project completion. Bob has 38 years of experience in construction management and 11 years of consulting to nonprofit organizations and multi- family, senior, and commercial owners and developers, providing construction management, facility analysis, strategic planning and technical services to meet critical business and organizational needs. He has worked with nonprofit assisted living and nursing home clients in the development of pioneering elder care and hospice housing. Through his unique experience and good fortune he has been involved with clients of extraordinary vision, allowing him to work in the development execution of difficult and exceptionally progressive projects. Bob holds a Bachelor of Science in Education from the University of Wisconsin -Stout and post graduate studies in construction and business management. Director of Acquisition & Development Andy Hughes's responsibilities as Director of Acquisition and Development include business development for new real estate and vendor, lender, and investor opportunities, as well as project management and due diligence for new projects. Andy focuses on markets in Minnesota and Wisconsin. Prior to J oining CommonBond, he worked for Sherman Associates, Inc., TCF Commercial Bank, and Minnesota Housing. Andy holds a Bachelor of Arts degree from the University of Minnesota and a Masters degree in Urban and Regional Planning from the Hubert H. Humphrey School of Public Affairs. Project Manager Diana is responsible for the development and implementation of a corrriprehensive business development strategy that includes the development of new real estate projects and the acquisition of existing housing sates, with or without subsidy. Diana leads the planning, financing, and development of affordable housing communities, with specific focus on historic rehabilitation and adaptive reuse projects in Minnesota, Wisconsin, and 8owa. Pricrtojoining CommonBond, Diana worked for Sherman Associates, Inc. and the Rondo Community Land Trust. Diana holds a Bachelor of Arts degree from University of Michigan and a Master of Science in Architecture - Heritage Conservation and Preservation from the University of Minnesota. Senior Project Manager �w Justin's responsibilities include creating comprehensive development strategies for the acquisition of existing housing and new construction projects. He leads the 1li-- planning, development, and construction team that includes the owner, architect, general contractor, attorney, and internal staff. He prepares financial analyses, assembles financing, and monitors development expenses to ensure that projects are completed on time and within budget. He holds a Bachelor of Arts degree from Bethel University and a Master of Arts degree in Urban and Regional Planning from the Hubert H. Humphrey School of Pudic Affairs. He has 6 years of experience in housing and community development. Construction Project Manager Tammie's responsibility as Construction Project Manager is to coordinate and supervise the construction process from pre -construction through project completion. Tammie has over 18 years of experience in construction management. Project types include commercial, multi -family, religious, and restaurants. For the past 15 years, the majority of her projects have been multi- family housing, including CommonBond's Riverview Apartments. Tammie earned a Bachelor of Arts in Psychology and a Bachelor of Science in Construction Management at the University of Wisconsin -Stout. Project Manager Leah works on all aspects of the development process for new construction and existing affordable housing projects, including: acquisition, entitlements, financing, procurement and contracts, and design and construction oversight. She manages multiple project pro formas, cash flow projections, and schedules from loan closing through project completion to ensure project success. Prior to joining CommonBond, Leah worked for the Tenderloin Neighborhood Development Corporation (TNDC) in San Francisco, California on the Housing Development team for 3 years. Leah holds a Bachelor of Urban and Environmental Planning from the University of Virginia and Master of City and Regional Planning from UC Berkeley. CommonBond COMMUNITIES I�' s Advantage Services: Helping Residents Achieve Goals Advantage Services—life-enhancing services that provide support and opportunities for CommonBond residents— are a critical component of CommonBond's integrated Housing and Services model. Our goal is to support residents of all ages—including families, children, veterans, and older adults—for long-term stability and independence. Through our site-based Advantage Services Coordinators, we provide direct wraparound services and connections to local resources that are vital to supporting residents. Advantage Services are heavily supported by individual donations and corporate and foundation funding everyyear. Our Advantage Services are tied to four strategic priorities: STABILITY & INDEPENDENCE CommonBond is dedicated to the stability and independence of all residents. We work diligently to ensure residents can remain in their homes. The stability of a home allows people to best provide for themselves, their families, and give back to the community. HEALTH £t WELLNESS Health & Wellness programs are provided at our housing communities to support residents' capacity to thrive and remain independent, and to help maintain and enhance physical, mental, and social stability. EDUCATION & ADVANCEMENT CommonBond values education and provides a supportive environment in which residents of all ages can define and achieve their own success. COMMUNITY BUILDING & ENGAGEMENT We foster stable and vibrant communities through community building and engagement opportunities for residents. These focus on leadership development, supporting resident -led groups and activities, and encouraging resident involvement within the greater community. OUR MISSION CommonBond builds stable homes, strong futures, and vibrant communities. OUR VISION Every person has a dignified, affordable home that supports independence and advancement within a flourishing community. 2018 by the Numbers 56% Of students behind grade level in reading made more than one academic year's progress 100% Of high school seniors who participated in our programming graduated high school or completed their specialized education program 251 New aduItjob placements 767 Evictions prevented, helping families maintain stability and kids attend school 600 Residents participated in one or more Health and Wellness sessions during the year 833 Individuals took active leadership roles in their communities commonbond.org Education & Community Building Advancement I & Engagement Equip people to Empower residents succeed in school to connect, lead, and and jobs shape community ■ ■ ■ w ■ ■■ ■i1 i ■ ■ Health & Wellness Promote healthy living to improve well-being i® CommonBond COMMUNITIES Our Approach to Property Management Why CommonBond? Experienced Senior Management with a Deep Portfolio We've been developing and managing properties since 1971 ■ Substantial Real Estate Experience and Capacity With one of the largest portfolios of affordable housing in the Upper Midwest, we've demonstrated a superior ability to acquire, manage, and preserve. n Financing Tools and Techniques Our team has considerable skills and experience in HUD mortgages, LIHTC, private activity bonds, tax credit investment syndications, and more. Our Philosophy: Collaboration Community Resident Relations Establishing a sense of community is critical to maintaining a peaceful residence where all feel proud of, and responsible for, the building they occupy. Positive resident relations lead to continued occupancy, good word-of-mouth, reduced effort in rent collection, fewer maintenance calls, well-maintained common areas, and less turn over costs. Management Its important that community rules be reasonable and reasonably enforced, so our property managers are trained to be firm but fair. Problems and conflicts are addressed on an individual level. Resident stability and success is our continuous goal, balanced with a desire to be good neighbors and an asset to the greater community. Eviction Prevention Leadership Innovation With our mission -centered management model, proactive relationship -build ng, collaboration with other organizations, and employment services, we're able to ■ 37 Multi -housing Achievement in intervene and provide support when residents face eviction. This is good for Design Advertising and Community residents, and good for the surrounding community. Support (MADACS) awards from MN Multi -Housing Association For every invested in preventing an eviction, the community saves since 1996 in costs it could have otherwise incurred by the individual becoming homeless (e.g. lower healthcare usage, decreased use of homeless shelters). Pillar Award for the Advancement of Affordable Housing Fee -for -Service: Our Model Your Property ■ Multiple awards from the St. Paul Heritage Preservation Commission, We also offer our award-winning property management services to non- Catholic Charities, 1000 Friends of CommonBond properties. We provide the full range of services customary MN, HUD, MHFA, the Fannie Mae of a property management company as well as those unique to operating an Foundation, Affordable Housing affordable housing property. This includes: Finance, and more ■ Resident orientation ■ Lease execution and enforcement ■ Milwaukee Awards for ■ Full staffing and maintenance responsibilities Neighborhood Development ■ Training by CommonBond housing staff Innovation (MANDI) nominee ■ Full financial management and accounding responsibilities ■ ...and more! 4 Yk, 'IN 'a w O- cz 00 Ez MO W Op o u ■ V 1 0 O ^ V w O }' Ln -}-' O V C;) •� ,C: •� u u a--� • - .- O V 'a w O- cz 00 Ez Op o u ■ ■ ■ ■ 0 ■ o 4-J cn (2) bk% 0 u V) . 0 — E� o E - C: sE a, a� O V) • cn — > > N Cl O 4 >, 4) E E � E > O O w s V W r� CA P� `0 to <01 -w 0- m ~ .z sm S2 co o u m tA M bo tn +c 4z� � W �� V) iIF ::),a—IM) Ln 110= 77A �Iw RI' V / s c 5 a, E v4 , 03 * om E ■ i' i..E Q Q 0 u 0 RMN Ln L E Z m T� V N s Ln LU • V n C- L1k 0 Ln L 00 J 0 Q a L•J co C - v i 0 U 0 Ln i a O 00 Q0 L WK M. ■ W H Z ■ q_c V V V ■ ■ ■ to m PM O +j V 4-j O V C� Q E _-0 cn -0 C . -j =oma 9 0 .. w i m w u 40 Qi E i m m El 'V � � O caLn � N 4� O V > m O VN �. W ILr ■ O F Em Em co U U m ■ ■ ■ ■ CA 4-j ■ ■ O O W � N 4) ■ m co m -� • — C: E Ln N -cam -bq . . .0 ■ F— m m m ■ N M ■ O Q o 4� w ■ ■ ■ i, 14 -j. ^ �..1 1 C— o Lnun ��• •, >' Lnfa O � o o cn E N Ln N Z � ul V cn 3:Lna--+ C:C: a) ' � O .� O O N E Un V -N U oC OLn o 0 0 ■ ■ m Ll a* i W OD 7 Itp C: Q C V U ■ i m m a) ■r—I O O N O o o a) N N N r -I OE O N N E E ■ v > b E E O z vii cn cn C o � O � a W -0D Q ■ •� '� `� E v O � O Q CL OO L- CL V)U Q r O" Q ca � Q O O .0 N .0 cu _ ■ C C 4—J -E ■.0 C .C: O O iz LL 2 --j U U m m �N �W o- -� 0 z pfu r0 ■ • ' n • ■ V D O E O a--' _0 -0 ■ O}' -0-1--jC O _ ■ _0 E f� E L O ■ o E Se LU O O 1 cnC:._ � ■ ._ -mac o� ■ o ._ > a,=3 o �- O • O u7w Q) V O E ■ _. CY) 4� MO L ._ c ._ � m . V :3 E E O O o O U V z ._ ■ r 9 LA Ln Lij C) ck� N _0 Ln 0 . Yl M r- > 41 GA > Lu Q0 Our 2017 Impact Advantage Services support residents in achieving their goals Here at CommonBond, Advantage Services are a critical part of our housing and services approach. This wide array of life -changing programs and services demonstrates time and time again that, given the right support and opportunities, every person can thrive. From Study Buddies and teen programming, to support for veterans and wellness programs for seniors, our Advantage Services are tailored to the strengths and challenges of each housing community. Our goal through Advantage Services is to support residents in meeting their goals tied to: Education and Advancement 40% of students behind grade level made more than one year's worth of progress in reading 100% of high school seniors that participated in our programming graduated from high school or completed their specialized education program 295 job placements were made for adults Health and Wellness 487 residents participated in one or more Health & Wellness sessions during the year Stability and Independence 398 evictions were prevented 85% of formerly homeless residents maintained housing for a year or more Community Building and Engagement 884 individuals took active leadership roles in their communities Building affordable homes and thriving communities As a premier nonprofit developer and manager of affordable housing, we are best positioned to address the critical need for more affordable housing in our region. With a resident -focused mission, we develop, own, or manage more than 5,700 affordable rental homes and townhomes throughout 50 cities in three states. More than 11,000 people in urban, suburban, and rural neighborhoods call a CommonBond community home. Residents include families, veterans, seniors, and youth—more than 2,600 CommonBond residents are children. $56.5M $45.1M "I in real estate development in 2017 from private sector invested in our families were able to stay in their resulting in the creation of 95 new real estate portfolio homes because CommonBond homes for families preserved the units as affordable Vida Cruz and her sidekick, Snickers the Maltese, live at Franklin Meadows near Milwaukee, WI. "Having a stable place to live makes me feel wonderful every day," says Vida. "My home is like a coat that covers me up from the cold—it gives me comfort just like a winter coat would." Vida married the love of her life. She and her husband had three children and created a joyful home together Life took an unexpected turn when her husband died in a terrible work accident. Their youngest child was just two years old. To support her family, Vida began working twelve hours a day while her mother helped out with her children. Vida purchased a duplex to share with her parents in order to provide a home for her entire family. Once her children were grown, Vida found the duplex to be too much maintenance and so moved to a rented apartment. She wasn't planning on moving again, but a real estate company purchased her apartment building and the rent doubled. Then Vida saw an advertisement for a CommonBond senior living complex. She went to see the building and loved her apartment from the moment she saw it. She knew it was home. Vida plans on staying in her CommonBond home for as long as she can. The community at Franklin Meadows is especially important to Vida. She regularly participates in our Advantage Services programming - she enjoys hearing speakers and attends coffee check -ins in the morning. She recently planted flowers in one of the community areas with the help of her Advantage Services Coordinator, Vanessa. "There's a lot of activity here and I love every minute of it," said Vida. "The other residents here are like my family. I check on people to see how they're doing. I want to spread happiness wherever I live!" 2017 Financials COMMONBOND In fhousa:.ds of dollar, COMMUNITIES Support b Revenue Contributions Government Grants Fees for Service Rental Income Investment Earnings and Miscellaneous TOTAL SUPPORT & REVENUE Expenses & Other Items Program Services Supporting Services Other (Income)/Expenses Non -Controlling interest TOTAL EXPENSES CHANGE IN NET ASSETS Assets Cash 0 Cash Equivalents Accounts b Notes Receivables - Net Prepaid Expenses b Deferred Charges Restricted Reserves Investments in Partnerships Endowed Assets Property & Equipment - Net TOTAL ASSETS Liabilities & Net Assets Accounts Payable £r Accrued Expenses Notes Payable TOTAL LIABILITIES NET ASSETS TOTAL LIABILITIES & NET ASSETS ' This financial statement reflects CommonBond's nonprofit entity (left) as well as CommonBond's combined real estate holdings (right). 4,028 749 10,794 38 2,368 27.977 10,974 3,456 (1,961) 12,469 5,505 12,412 29,571 89 7,188 18,952 11,265 4,750 84,227 1,850 15,053 16,903 6732-1 84,227 ALL CONSOLIDATED ENTITIES 5,853 887 1,236 55,484 530 63,990 74,439 3,456 (1,701) (13,128) 63,066 924 12,412 3,795 1,632 65,649 205 11,265 498,947 593,905 27,042 300,461 327,503 266,402 593,905 ,► 0 v Y,� ` .,Mid..• � ~ ,-�YF' w7+_. commonbond.org