TMHA 2013 Annual Report

Transcription

TMHA 2013 Annual Report
board members
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Attorney Gilbert L. Rieger, Chair – Attorney Rieger was
appointed to the Board by the Trumbull County Court of Common Pleas
on May 1, 1999. His current term expires on July 11, 2017.
Tackling tthe
he Tasks at Hand
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...
We are proud of the work we do every day at Trumbull
Metropolitan Housing Authority. Constantly and without fanfare,
we go about our duties diligently, with nary a complaint uttered
and to successful conclusion. It has been a mantra we have
stood by for years. We are in the people business; for without the
people, we simply have no reason to be here. A singular focus on
the residents we serve keeps us centered on carrying out our
day-to-day tasks in a professional and efficient manner. At the
end of the day, our work will speak for itself.
At TMHA, we take our mission seriously. Recently, I was
challenged in a professional workshop to examine “mission”
from a different perspective. In this session, the participants
were simply asked to respond to the query “Why do we open our
doors every day?” Once that is determined, a clearer mission
statement can be realized. I often state in our community that
TMHA is a mission-driven organization. I do not mouth our
actual statement when I make that comment, for it is relatively
protracted. It reads:
The task at hand in this exercise was to capture the mission in a
more concise manner. The TMHA Board and our entire organization
will rise to that challenge in the coming year. Whatever that
“statement” becomes, we will continue to handle our day-to-day
tasks under the guided principle of respecting people and property.
We will continue to embrace the values of our community and utilize
our resources in a manner that will aid people in building their lives.
That’s what we do. And we will continue to do so.
Ronda Bonekovic – The Trumbull County Commissioners appointed
Ms. Bonekovic to the Board on July 17, 2002. Her current term expires
on July 24, 2016.
Doreen Edgerson – The Mayor of Warren appointed Ms. Edgerson to
the Board on January 16, 2007. Her current term expires on July 24, 2019.
Thomas Ross – The Mayor of Warren appointed Mr. Ross to the Board
on July 25, 2005. His current term expires on July 24, 2015.
B A C K ( L E F T T O R I G H T ) : Doreen Edgerson, Gilbert L. Rieger, Thomas Ross
F R O N T ( L E F T T O R I G H T ) : Ronda Bonekovic, Fred Kubli, Jr.
Sincerely,
employees
Donald W. Emerson, Jr., J.D.
Executive Director
“ The mission of the Trumbull Metropolitan Housing
Authority is to be a leader in the housing industry by
providing safe, clean and modern housing
opportunities to low-income persons while promoting
self-sufficiency, upward mobility, and customer
satisfaction to the citizens of Trumbull County.
These aims shall be further achieved by developing
public-private partnerships, homeownership, and
entrepreneurial opportunities.”
Fred Kubli, Jr., Vice Chair – Mr. Kubli was appointed to the
Board by the Trumbull County Probate Court on February 28, 1995.
His current term expires on July 25, 2018.
Donald W. Em
erson, Jr., J.D.
EXECUTIVE D
IRECTOR
Executive Director: Donald W. Emerson, Jr.
Deputy Director of Operations & General Counsel: Rodger L. Dixon, Esq.
Deputy Director of Finance/Asset Management: Colleen Dattilio
General Deputy Director: Russell Osman
Housing Services Administrator: Gary Mayers
MIS Administrator: Tracie Fugitt
Security Coordinator: David Ruggiero
Financial Analyst: Heidi Scanlon
Capital Programs Coordinator: Jeff Siwiec
Staff Accountant: Patricia Shepherd
Bookkeeper: Shelly Moore
Executive Secretary: Tina Oakes
Human Resources Generalist: Bobbie Jo Obradovich
Legal Assistant: Ruth Ann Sarko
Grants Manager: Lindsay Gartland
Special Projects Coordinator: Richard Hodge
YouthBuild Manager: Jessica Hazelkorn
Housing Choice Voucher Program Coordinator: Valerie Simeon
Family Self-Sufficiency Coordinator: Dave Tammaro
Family Self-Sufficiency Manager: Tabatha Johnson
HCVP Aides: Samantha Dawkins, Leigh Smith
HCVP Inspectors: Renee Truss
AMP Property Managers: Deborah Barna, Michelle Chance,
Patricia Dessaw, Angela Kotouch, Angela Maruca, Mike Zayas
AMP Aides: Phyllis Cayson, Gwendolyn Dugger, Kelly Heslop, Shena Keys,
Lisa Kuty, Kathy Love
Service Representatives: Robin Dowe, Lisa Kuty
Maintenance Services Coordinators: David Cline, Daryl Olszewski,
Wayne Simeon
Housing & Building Inspector: Thomas Fishel
Maintenance Aides: Eric Bartholomew, Randy Baugh, Jeffrey Czerniak,
Richard Davis, Raymond Dodson, Robert Evans, Ronald Frasier,
Sheila Hill, Jeffrey Hubbard, Russell Roose, Gerald Vandergrift
Maintenance Laborer A’s: William Bixler, Justin Heffner,
Christine Parks, Robert Taylor, Rebecca Tibbs, Floyd Ward
Maintenance Laborer B’s: Matthew Durno, John Jolliff, Thaddeus Walker
Inventory Specialist: John Canann
Janitors: Joyce Curry, Pamela Henry, Divetta Shipman, Linda Roose
Construction Underway
For New Senior Community in Hubbard
Construction crews were hard at work on September 19,
2013, breaking ground on a new affordable senior housing
community located at 216 Myron St. in Hubbard.
The $7 million complex is being developed by Trumbull Housing
Development Corp. in conjunction with Trumbull Metropolitan
Housing Authority and Paragon Residential Solutions to offer
housing for seniors. Financing for the initiative is provided through
HUD Project Pre-Development and Section 202 grants, Ohio Low
Income Housing Tax Credit and Housing Development Assistance
programs via the Ohio Housing Finance Agency and Warren Trumbull
Housing Consortium HOME Funds.
The development, Eagle Creek Senior Apartments, will ensure
that low-income seniors will have access to comfortable and
affordable housing in Hubbard. The building is designed to create
a social atmosphere that fosters self-sufficiency while providing
services that support the changing needs of the residents.
Eagle Creek Senior Apartments will consist of 34 one-bedroom
units that are ideal for seniors. Its interior will boast a community
room with kitchenette, lounge, patio, lobby, coin-operated laundry
and on-site manager’s office. Features include maintenance-free
living: 24-hour maintenance response, complete accessibility,
emergency pull cord systems, an automated door access control
system and indoor mailing facilities.
“We are very excited for our community and
its seniors,” said Hubbard Service Director Dan Livingston.
“This development is sure to be a wonderful
asset to the area and we are looking forward
to its completion.”
Teaming Up to Feed the Hungry
Trumbull Metropolitan Housing Authority, YouthBuild Trumbull
County, Family & Community Services and Valley Counseling
Services conducted their first annual Thanksgiving food drive
to combat hunger.
The months of October and November saw the combined employee
efforts amass canned and boxed non-perishable food donations for
those in need throughout Trumbull County. The Thanksgiving food
drive provided nearly 200 local families with all the fixings for a
festive Thanksgiving meal.
“Our staff and community partners
are to be commended for ensuring
our collective constituents were able
to enjoy tremendous and nutritious
meals this holiday season.”
– TMHA Executive Director Donald W. Emerson, Jr., J.D.
Trumbull Metropolitan Housing Authority
Trumbull Metropolitan Housing Authority
Financials
Resident Advisory Board
Established in 1998, the TMHA Resident Advisory Board provides
a forum where representatives of the various TMHA developments
can share information and voice the concerns of the people living in
their building or neighborhood. The knowledge gleaned from these
discussions presents TMHA with a valuable foundation to develop
our annual plan.
Members of the TMHA Resident Advisory Board are as follows:
Development
Member
HIGHLAND TERRACE
Marie Williamson
HUBBARD MANOR
Patricia Eliser
GIRARD SCATTERED SITES
Ruth O’Connell
NORTHVIEW
Mary Lou Brenner
EASTVIEW
Joyce Johnson
VALLEY WEST
Marg King/Hazel Howell
THE ELMS
Belinda York
MCKINLEY TOWERS
Glennie Patterson
HEATON HOUSE
Dan Minor
GIRARD MANOR
Ruth Tarr
JURISDICTION - WIDE
RESIDENT COALITION
Jim Edwards
LEGAL TEAM
The legal jurisdiction of the Trumbull Metropolitan Housing
Authority, a political subdivision of the State of Ohio, is all of
Trumbull County with the exception of the Township of Mesopotamia.
The following attorneys represent Trumbull Metropolitan
Housing Authority:
Attorney Daniel P. Thomas, of the law firm Delbene, LaPolla and
Thomas, handles personnel matters; Attorney John Pogue, of the
law firm Harrington, Hoppe, and Mitchell, handles corporate
matters; and Attorney Rodger Dixon, TMHA’s General Counsel,
handles civil matters.
FISCAL
Trumbull Metropolitan Housing Authority paid $77,776 to the
Treasurer of Trumbull County as payment in lieu of taxes in fiscal
year 2013. This amount is 10 percent of the shelter rent charged
less the cost of utilities; it is the maximum permitted by Federal
regulation. The Treasurer distributes this payment to other political
subdivisions in his district based upon the number of housing units
we own in each area.
A five-year contract to perform the annual audit of books and
records on behalf of the State Auditor’s Office, which began with the
audit for the period ended June 30, 2009, was awarded to James G.
Zupka, C.P.A., Inc. The audit for the period ended June 30, 2013 is
complete. The examination was conducted in accordance with
auditing standards generally accepted in the United States of
America, and the Government Auditing Standards, issued by the
Comptroller General of the United States. No findings or
recommendations were made as a result of this examination.
In 2013, Trumbull Metropolitan Housing Authority had General
Depository Agreements in effect with Talmer Bank and Trust,
Huntington National Bank, and Cortland Savings and Banking Co.,
protecting any deposits at those institutions.
Statement of Revenue and Expenses
Statement of Net Position
Year ended June 30, 2013
Audited Project Nos. OH 8-1 et al. ACC C05001
Year ended June 30, 2013
Audited Project Nos. OH 8-1 et al. ACC C05001
REVENUE
ASSETS
Program Grants/Subsidies 9,253,219
Cash and Investments Tenant Revenues 1,742,893
Accounts Receivable (Net of Allowance) 126,001
Other Income 909,273
Prepaid Expenses 126,598
Interest Income 18,537
Inventory (Net of Allowance) 120,611
$11,923,922
Land, Structure and Equipment
(Net of Depreciation) Total Assets Total Revenue EXPENSES
Administration Utilities Ordinary Maintenance General Expense Housing Assistance Payments 4,879,436
21,542,885
$26,795,531
2,705,084
921,387
LIABILITIES AND NET POSITION
1,940,703
Current Liabilities
715,541
Accounts Payable 249,584
4,748,262
Deferred Revenues
180,404
2,602,368
Other Current Liabilities 281,502
Depreciation Total Expenses $13,633,345
Total Current Liabilities Excess Expenses Over Revenue ($1,709,423)
Noncurrent Liabilities
Compensated Absences 835,750
Long Term Debt (Net of Current) 148,161
Total Noncurrent Liabilities Total Liabilities Net Position
Net Invested in Capital Assets
Restricted Unrestricted Total Net Position $25,100,130
Total Liabilities and Net Position $26,795,531
$711,490
$983,911
$1,695,401
21,381,157
435,035
3,283,938
History of
TMHA Leadership
chairs of the board of directors
Name
Term
Chair
Name
Term
Chair
GUS C. BOLZ
07.25.34 – 07.25.39
02.15.40 – 07.25.43
07.25.34 – 11.17.37
HAROLD A. LYNN
09.04.45 – 07.25.60
01.16.51 – 08.16.60
C.J. BLAND
07.25.34 – 08.10.42
11.17.37 – 09.11.39
MARK J. WILLIAMS
01.31.46 – 01.22.67
07.26.68 – 12.17.72
09.06.60 – 01.17.67
JEAN BLAIR
07.25.39 – 07.25.44
09.11.39 – 01.18.44
PAUL A. HARRELL
02.17.45 – 07.25.72
01.17.67 – 01.20.70
DANA M. BAILEY, SR.
08.30.38 – 01.15.46
01.18.44 – 01.15.46
MARK J. WILLIAMS
01.31.46 – 01.22.67
07.26.68 – 12.17.72
01.20.70 – 12.17.72
PAUL A. HARRELL
02.17.45 – 07.25.72
02.05.46 – 01.21.47
DR. JOSEPH L. LOGAN
08.18.60 – 01.19.95
01.16.73 – 01.20.87
MAURICE W. PRINCE
12.22.43 – 07.25.48
01.21.47 – 01.20.48
STEVE. A. ZOFKO
07.26.72 – 05.01.99
01.20.87 – 01.19.93
DON W. DAWSON
08.02.45 – 06.01.55
01.20.48 – 01.18.49
C. ROBERT WYNDHAM
10.01.77 – 01.17.07
01.19.93 – 01.19.05
HAROLD A. LYNN
09.04.45 – 07.25.60
01.18.49 – 01.17.50
FRED KUBLI, JR.
02.28.95 – present
01.19.05 – 01.17.11
MARK J. WILLIAMS
01.31.46 – 01.22.67
07.26.68 – 12.17.72
01.17.50 – 01.16.51
GILBERT L. RIEGER
05.01.99 – present
01.18.11 – present
executive directors
Carl L. Feederle – August 1, 1938 – January 31, 1967
John J. McLaren – February 1, 1967 – January 31, 1987
Timothy J. Sandor – February 1, 1987 – September 31, 1993
Michael F. Olszewski – January 1, 1994 – September 9, 1998
Donald W. Emerson, Jr. – September 10, 1998 – Present
OHIO HOUSING FINANCE AGENCY
77 South High Street, 26th Floor - Columbus, Ohio 43512-0319
Transmitted herewith is the annual report of the Trumbull Metropolitan Housing Authority for the
calendar year 2013. In January 2013, the Board elected Attorney Gilbert L. Rieger as Chair and elected
Mr. Fred Kubli, Jr., as Vice Chair. The gentlemen served in those capacities throughout the year.
Respectfully submitted,
Trumbull Metropolitan Housing Authority Donald W. Emerson, Jr., J.D., Executive Director
Trumbull Metropolitan Housing Authority
4 0 7 6 Y O U N G S T O W N - WA R R E N R O A D S E , WA R R E N , O H 4 4 4 8 4
Administrative Office: 330.369.1533 • Applications: 330.369.4985
TMHA Tip Line: 330.716.1032 • HCV Program: 330.369.6460
©2014 Trumbull Metropolitan Housing Authority