• HPN Member Profile Form

  • Please take a few minutes to review and update your member profile. The data that you entered last year is displayed below for your convenience, so please review the form carefully and update/add information as needed. Include information from subsidiaries and affiliates in all of your answers. Please note that this form is dynamic, so some questions only appear if you indicate that you have a particular business line (e.g., lending). Help text and definitions will appear if you click on the question mark icons.

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  • Which social media channel(s) does your organization use most frequently?

  • Certifications + Memberships

    Please check the appropriate box(es) if your organization or staff have any of the listed certifications and/or memberships. Note: The data that your organization reported last year is included below for your convenience. Please review carefully and update where needed.
  • Check all that apply:

  • Expenses (Last Fiscal Year)

    Please enter the total expenses from your consolidated audit for the last fiscal year, along with your total expenses for the parent corporate entity (in US dollars). Draft numbers are fine if your audit hasn't been finalized yet.
  • Last Fiscal Year (Date Ended)
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  • Revenue Sources in Operating Budget

    Please enter your earned income and contributed income as a percentage of your current operating budget's total revenue. Note: The data that your organization reported last year for earned income (only) is included below for your convenience. Please review carefully and update where needed.

  • Capital Raising/Funding

  • Please answer 'yes' to the following question if your organization makes use of Mission Related Investments (MRIs), Program Related Investments (PRIs), Equity Equivalents (EQ2s), or engages in any other type of equity capital raising.

  • Does your organization raise equity capital for its consolidated entity and/or subsidiaries?
  • Does your organization have access to FHLB-AHP funds?

  • Company Leadership

  • Race/Ethnicity of CEO or Executive Director (select all that apply)

  • Employee + Board Information

  • Executive Management Team

  • Geographic + Service Areas

  • Operating States
  • Geographic Service Area
  • Special Service Area(s)

  • Soft Markets: Please check this box if you are working in soft markets. HPN wants to identify which members are interested in this work for internal purposes. A soft market is defined as a market which has more sellers than buyers and low prices result from this excess of supply over demand and/or other indicators of distress, including high rates of underwater homeowners.

  • Opportunity Areas: We are currently using a loose definition of "opportunity area" in order to identify those members who aim to do this work (for internal purposes). Opportunity areas should be areas with a low concentration of poverty and with easy access to quality services and amenities, such as schools, hospitals/health centers, jobs, grocery stores, green space, etc.

  • Community Programs

  • Does your organization offer any of the following programs/services?

  • The number of owner-occupied, single-family homes that your organization has repaired from inception through the end of the last calendar year (repair valued at over $2500 per home). Do not include units that your organization owns or repaired in order to sell. If you do not have access to data since inception, count from as far back as you are able.

  • Housing and Financial Counseling

  • Which of the following types of counseling does your organization offer?

  • Other Community and Economic Development

  • Does your organization offer any of the following programs/services?

  • Housing Development + Rehabilitation

    Note: Do not respond to this section if your organization only finances affordable housing.
  • Are you a real estate developer/owner (i.e., own or play a role in the construction/rehab of any single-family, multi-family, or commercial buildings)?

  • Homeownership/For-Sale Housing Development

  • Do you develop Single-Family For-Sale Housing (defined as 1-4 unit buildings)?
  • Single-Family For-Sale Development Types
  • Do you develop Multi-Family For-Sale Housing (buildings with 5 or more units, e.g., condos, co-ops)?
  • Multi-Family For-Sale Development Types

  • Homeownership/For-Sale Housing Production Data

  • Does your organization offer lease-purchase, shared ownership, or other hybrid-tenure options for homes that you develop?

  • Rental Housing Development

  • Do you develop, rehab, and/or own Multi-Family Rental Housing (buildings with 5 or more units)?
  • Multi-Family Rental Development Types
  • Do you develop, rehab, and/or own Single-Family Rental Housing (defined as 1-4 unit buildings)?
  • Single-Family Rental Development Types
  • Rental Consumer Type(s) - What kind of rental housing does your organization develop?

  • Transitional-Aged Youth (unaccompanied): Housing designed for youth in their late teens or early 20s who are not living with a parent/guardian. Includes housing for youth aging out of foster care and housing for formerly homeless (unaccompanied) youth.


    Homeless/Formerly Homeless (NOT supportive housing): Select this housing type if you provide rental housing to homeless/formerly homeless populations where supportive services are NOT provided (by you or a third-party).

  • Rental Housing Production Data

  • Does your organization develop/own any of the following housing types?
  • Does your organization develop commercial facilities?
  • Commercial Development Types
  • Does your organization engage in mixed-use development?
  • Do you own a construction company or employ a general contractor on staff?
  • Construction Types
  • Has your organization and/or is your organization considering using New Markets Tax Credits (NMTC) as a capital source for development?

  • Property Management and Resident Programs

  • Does your organization provide property management for your own buildings and/or on a third-party basis for other organizations?
  • Property Management Types
  • Does your organization manage any single-family housing (1-4 unit buildings)?
  • Does your organization have staff who provide asset management for properties you own?

  • Asset Management is defined as a systematic process of deploying, operating, maintaining, upgrading, and disposing of assets cost-effectively. For housing owners, this means the long-term planning and management of buildings that you own, with duties such as developing strategic plans & property goals; cash & reserves management; communicating with investors; annual compliance inspections; and compliance/financial reporting.

    This is contrasted with Property Management, which is day-to-day management of buildings, with duties such as on-site management of day-to-day operations; rent collection; maintenance; record keeping; tenant certification; and tenant file compliance.


    Areas of overlap between Asset and Property Management include duties such as: annual budgets; capital planning; workouts; and crisis management.

  • Resident Services

  • Are resident services offered to those living in housing that your organization has developed/owns?
  • Which population(s) do your resident services target (select all that apply)?
  • Resident Services Offered

  • Please answer the following resident outcomes questions, if known or applicable. Only answer these questions if your organization currently owns or manages rental housing. If your organization does not currently track this information, please enter “N/A.” The data that your organization reported last year is included below for your convenience. Please review carefully and update where needed.

  • Do you currently track reasons for tenant evictions?
  • How do you collect and store the above resident outcome data from your tenants (select all that apply)?
  • How easy was/is it to obtain the above data on resident outcomes?

  • Health Services + Partnerships

    HPN is working with health insurance companies to evaluate new resources for capital to develop multifamily housing, including senior housing. It would be helpful to understand the populations that you are serving and who you are partnering with to assist with this work. Thanks for your help!

  • The following question is meant to capture licensed health services; therefore, only select these options if your organization (or appropriate third-party) is licensed to offer assisted living services, etc.

  • Does your organization own and/or manage any of the following?
  • Does your organization partner with any of the following?
  • Do you have any Board of Directors members who are experts in the health sector?

  • Debt and Equity Investing

  • Does your organization engage in commercial/development lending, consumer mortgage lending (this includes down payment/closing cost loans), and/or equity syndication?

  • *The total monetary value (in US dollars) of assets under management, as of the end of the last calendar year, e.g., $100,000,000. “Assets under management” can include, but is not limited to, the following categories: current outstanding portfolio (commercial lending and consumer mortgages); commitments (assets you can draw upon for lending or investing); servicing portfolio; and/or equity funds (NMTC and LIHTC).

  • Is your organization a Community Development Entity (CDE) capable of receiving New Markets Tax Credit (NMTC) allocations?

  • Commercial and/or Development Lending

    Note: Include all subsidiaries and affiliates when answering these questions.
  • Commercial and/or Development Lending
  • Commercial/Development Lending Types

  • Please answer the following production questions on enterprises that your organization has financed, if known or applicable.

  • Consumer Mortgage Lending

    Note: Do not include grants made to consumers or loan program administration where your organization is not the lender.
  • Consumer Mortgage Lending:
  • Consumer Mortgage Lending Types

  • First Mortgage Lending

  • Equity Syndication

    Note: Include all subsidiaries and affiliates when answering these questions.
  • Equity Syndication (including LIHTC, State Tax Credits, and Historic Tax Credits)
  • Date Updated
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  • Should be Empty: