HomeMy WebLinkAboutBill No. 23-40 Advantix Development Corporation Declaratory Res. Multi-Family Development Real Property Tax Abatement - Multiple Properties ilk*
CITY OF SOUTH BEN -.dtopr �+ {�...
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June 21, 2023 CITY CLEIK,SOUTH BENCH, IN
Council Member Rachel Tomas Morgan
Chairperson, Community Investment Committee
South Bend Common Council
4th Floor, County-City Building
South Bend, Indiana 46601
RE: Declaratory Resolution: Multi-Family Development Real Property Tax Abatement
Petition for Advantix Development Corporation
Dear Council Member Tomas Morgan:
Please find the enclosed information pertaining to a multi-family development real property tax
abatement petition submitted by Advantix Development Corporation, an Indiana Domestic
Nonprofit Corporation. This proposed abatement is part of a support package partnering with
Advantix, which is applying for rental housing tax credits through the Indiana Housing &
Community Development Authority(IHCDA). The abatement will go into effect only if this project
is chosen by IHCDA in this year's competitive Tax Credit application round.
This petition package includes:
• Department of Community Investment's summary report
• Petition for abatement
• Statement of Benefits form (SB-1 / Real Property)
• Supporting information
The report contains the Department's findings relative to the above-mentioned petition. The
petitioner plans to construct 50 residential units across 35 vacant lots spread throughout the
City. The project will include a mix of single-family homes, duplexes, and townhomes. A
representative from Advantix Development Corporation will be available to meet with the
Committee on Monday, June 26, 2023.
If you or any of the other Council members have questions concerning the report or need
additional information, please feel free to call me at(574) 235-5838.
Sincerely,
Erik Glavich
Director, Growth and Opportunity
EXCELLENCE ACCOUNTABILITY INNOVATION INCLUSION EMPOWERMENT
1400S County-City Building 227W.Jefferson Blvd. South Bend,Indiana 46601 p 574.235.9371 www.southbendin.gov
Filed in Clerk's Office
JUN 212023
BILL NO. 23-40 DAWN M.JONES
RESOLUTION NO. 5037-23 Cm'CLERK,SOUTH BEND,IN
A RESOLUTION OF THE COMMON COUNCIL OF THE
CITY OF SOUTH BEND DESIGNATING CERTAIN AREAS WITHIN
THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS
Multiple Properties
AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A
TEN-YEAR (10) REAL PROPERTY TAX ABATEMENT FOR
Advantix Development Corporation
WHEREAS, a petition for real property tax abatement consideration has been filed with
the City Clerk for consideration by the Common Council of the City of South Bend, Indiana,
requesting that the areas described as:
Key Number: 71-08-02-187-013.000-026
Commonly Known As: 911 Sherman Avenue
Legal Description: Lot 23 Muessels 1st
Key Number: 71-08-02-187-014.000-026
Commonly Known As: 909 Sherman Avenue
Legal Description: Lot 22 Muessels 1st
Key Number: 71-08-02-304-006.000-026
Commonly Known As: 813 N Cleveland Avenue
Legal Description: 16 2/3 Ft S Side Lot 86& 16 2/3 Ft N Side Lot 87 A
G Cushings 4th
Key Number: 71-08-02-304-007.000-026
Commonly Known As: 809 N Cleveland Avenue
Legal Description: 331/3 Ft S Side Lot 87 A G Cushings 4th Add
Key Number: 71-08-02-307-025.000-026
Commonly Known As: 737 N Cleveland Avenue
Legal Description: Lot 95 A G Cushings 4th
Key Number: 71-08-02-307-026.000-026
Commonly Known As: 735 N Cleveland Avenue
Legal Description: Lot 96 40'N Side A G Cushings 4th Add
Key Number: 71-08-02-311-007.000-026
Commonly Known As: 662 Lawndale Avenue
Legal Description: Lot 6 Pleasant Home Add
Key Number: 71-08-02-311-009.000-026
Commonly Known As: 654 Lawndale Avenue
Legal Description: Lot 8 Pleasant Home Add
Key Number: 71-08-02-326-011.000-026
Commonly Known As: 1217 Van Buren Street
Legal Description: 33 Ft E Side 66 Ft W End Of Lots 81 & 82 & 33 Ft
E Side 66 Ft W End 15 Ft S Side Of Lot 83 A G
Cushings 4th
Key Number: 71-08-02-326-012.000-026
Commonly Known As: 1215 Van Buren Street
Legal Description: 33 Ft W Side 68 Ft E End Lots 81-82& 33 Ft W Side
68 Ft E Side Of 15 Ft S Side Lot 83 A G Cushings 4th
Key Number: 71-08-02-330-001.000-026
Commonly Known As: 1218 Van Buren Street
Legal Description: 36 Ft X 100 Ft Nw Cor Lot 80 A G Cushings 4th
Key Number: 71-08-02-330-002.000-026
Commonly Known As: 752 Cleveland Avenue
Legal Description: 12 Ft S Side 100 Ft W End Lot 80&28 Ft N Side 100
Ft W End Lot 79 A G Cushing 4th
Key Number: 71-08-02-330-003.000-026
Commonly Known As: 1216 Van Buren Street
Legal Description: Lot 80 34'E End & 34'E End 28'N Side Lot 79 A G
Cushings 4th Add
Key Number: 71-08-02-330-005.000-026
Commonly Known As: 746 N Cleveland Avenue
Legal Description: 35 Ft S Side Lot 78 A G Cushings 4th
Key Number: 71-08-02-330-006.000-026
Commonly Known As: 744 N Cleveland Avenue
Legal Description: Lot 77 A G Cushings 4th
Key Number: 71-08-02-333-013.000-026
Commonly Known As: 716 Sherman Avenue
Legal Description: N 35'Ex 10'X40'Se Side Lot 9 All Of Lots 10 & 11
& 43'S Side Lot 12 Cushing 1st Add
Key Number: 71-08-02-333-014.000-026
Commonly Known As: 702 Sherman Avenue
Legal Description: Lot 9 88 Ft W End 15 Ft S Side & 88 Ft W End Of
Lot 8 Cushings 1st
Key Number: 71-08-02-335-001.000-026
Commonly Known As: 632 Sherman Avenue
Legal Description: Lot 7 78 Ft W End 33 1-3 Ft N Side Cushings 1st
Key Number: 71-08-02-335-002.000-026
Commonly Known As: 1014 Lindsey Street
Legal Description: Lot 7 50 Ft E End 33 1-3 Ft N Side Cushings 1st
Key Number: 71-08-02-335-003.000-026
Commonly Known As: 630 Sherman Avenue
Legal Description: 16 2-3 Ft S Side Lot 7 & 16 2-3 Ft N Side Lot 6
Cushings 1st
Key Number: 71-08-02-335-004.000-026
Commonly Known As: 622 Sherman Avenue
Legal Description: 33 1-3 Ft S Side Lot 6 Cushings 1st
Key Number: 71-08-02-356-041.000-026
Commonly Known As: 1411 Linden Avenue
Legal Description: Lot 92 Swygarts 1st Add
Key Number: 71-08-02-407-007.000-026
Commonly Known As: 744 Harrison Avenue
Legal Description: Lot 98 Cushing&Lindsey
Key Number: 71-08-02-407-008.000-026
Commonly Known As: 740 Harrison Avenue
Legal Description: 33 Ft N Side Lot 99 Cushing&Lindsey
Key Number: 71-08-02-407-009.000-026
Commonly Known As: 736 Harrison Avenue
Legal Description: 17 Ft S Side Lot 99& 16 Ft N Side Lot 100 Cushing
&Lindsey
Key Number.• 71-08-03-203-028.000-026
Commonly Known As: 1202 Huey Street
Legal Description: Lot 212 Mayrs Mich Ave Add
Key Number: 71-08-03-227-014.000-026
Commonly Known As: 1322 N Brookfield Street
Legal Description: Lot 148 C R Smiths 2nd Sub
Key Number: 71-08-03-258-007.000-026
Commonly Known As: 1030 Obrien Street
Legal Description: Lot 76 Mayrs Mich Ave Add
Key Number: 71-08-03-384-004.000-026
Commonly Known As: 2518 Linden Avenue
Legal Description: Lot 13 Kaleys 1st
Key Number: 71-08-03-384-007.000-026
Commonly Known As: 2506 Linden Avenue
Legal Description: Lot 10 Kaleys 1st
Key Number: 71-08-03-434-013.000-026
Commonly Known As: 630 Johnson Street
Legal Description: Lot 13 Kauffman Place
Key Number: 71-08-03-434-031.000-026
Commonly Known As: 641 N Brookfield Street
Legal Description: Lot 24 Kauffman Place
Key Number: 71-08-10-135-006.000-026
Commonly Known As: 2606 W Colfax Avenue
Legal Description: Lot 696 Summit Place 3rd Add
Key Number: 71-08-10-180-027.000-026
Commonly Known As: 218 S Meade Street
Legal Description: Lot 622 Summit Place 3rd
Key Number: 71-08-14-227-001.000-026
Commonly Known As: 900 S Franklin Street
Legal Description: Lot 1 Sample & Lafayette Minor Sub 21/22 NP
#1072 6/22/2020
be designated as Economic Revitalization Area under the provisions of Indiana Code 6-1.1-12.1
et seq. and South Bend Municipal Code Sections 2-76 et seq.; and
WHEREAS,petitioner has agreed to and has accepted responsibility to report any changes
in the Key Numbers and legal descriptions to the Department of Community Investment and to
the Office of the City Clerk; and
WHEREAS,the Department of Community Investment has concluded an investigation and
prepared a report with information sufficient for the Common Council to determine that the area
qualifies as an Economic Revitalization Area under Indiana Code 6-1.1-12.1 et seq. and South
Bend Municipal Code Sections 2-76 et seq., and has further prepared maps and plats showing the
boundaries and such other information regarding the area in question as required by law; and
WHEREAS,the Community Investment Committee of the Common Council has reviewed
said report and recommended to the Common Council that the area qualifies as an Economic
Revitalization Area.
NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South
Bend, Indiana, as follows:
SECTION I. The Common Council hereby determines and finds that the Petition for Real Property
Tax Abatement and the Statement of Benefits form completed by the Petitioner meet the
requirements of Indiana Code 6-1.1-12.1 et seq. for tax abatement.
SECTION II. The Common Council hereby determines and finds the following:
A. That the description of the proposed redevelopment or rehabilitation meets the
applicable standards for such development;
B. That the estimate of the value of the redevelopment or rehabilitation is reasonable
for projects of this nature;
C. That the estimate of the number of individuals who will be employed or whose
employment will be retained by the Petitioner can reasonably be expected to result from the
proposed described redevelopment or rehabilitation;
D. That the estimate of the annual salaries of those individuals who will be employed
or whose employment will be retained by the Petitioner can be reasonably expected to result from
the proposed redevelopment or rehabilitation;
E. That the other benefits about which information was requested are benefits that can
be reasonably expected to result from the proposed described redevelopment or rehabilitation; and
F. That the totality of benefits is sufficient to justify the requested deduction, all of
which satisfy the requirements of Indiana Code 6-1.1-12.1-3.
SECTION III. The Common Council hereby determines and finds that the proposed described
redevelopment or rehabilitation can be reasonably expected to yield benefits identified in the
Statement of Benefits, Sections 1 through 3 of the Petition for Real Property Tax Abatement
Consideration and the Memorandum of Agreement between the Petitioner and the City of South
Bend, and that the Statement of Benefits form completed by the petitioner, said form being
prescribed by the State Board of Accounts, is sufficient to justify the deduction granted under
Indiana Code 6-1.1-12.1-3.
SECTION IV. The Common Council hereby accepts the report and recommendation of the
Community Investment Committee that the area herein described be designated as an Economic
Revitalization Area and hereby adopts a Resolution designating the area as an Economic
Revitalization Area for purposes of real property tax abatement.
SECTION V. The designations as an Economic Revitalization Area shall expire on December 31,
2026.
SECTION VI. The Common Council hereby determines that the property owner is qualified for
and is granted property tax deduction for a period of ten (10) years as shown by the schedule
outlined below as well as the attachment pursuant to Indiana Code 6-1.1-12.1-17.
Year 1 - 100%
Year 2 - 100%
Year 3 - 100%
Year 4 - 95%
Years - 95%
Year 6 - 90%
Year? - 90%
Year 8 - 85%
Year 9 - 80%
Year 10 - 75%
SECTION VII. The Common Council directs the City Clerk to cause notice of the adoption of
this Declaratory Resolution for Real Property Tax Abatement to be published pursuant to Indiana
Code 5-3-1 and Indiana Code 6-1.1-12.1-2.5, said publication providing notice of the public
hearing before the Common Council on the proposed confirming of said declaration.
SECTION VIII. This Resolution shall be in full force and effect from and after its adoption by the
Common Council and approval by the Mayor.
Sharon McBride, Council President
South Bend Common Council
Attest:
Dawn M. Jones, City Clerk
Office of the City Clerk
Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the
City of South Bend, Indiana, on the day of , 2023, at
o'clock .m.
Dawn M. Jones, City Clerk
Office of the City Clerk
Approved and signed by me on the day of , 2023, at o'clock
.m.
James Mueller, Mayor
City of South Bend
Filed in Clerk's Office
JUN 212023
DAWN M.JONES
CIN CLERK,SOUTH BEND,IN
TAX ABATEMENT REPORT
TO: South Bend Common Council
FROM: Erik Glavich, Director, Growth and Opportunity
SUBJECT: Multi-Family Development Real Property Tax Abatement for Advantix
Development Corporation
DATE: June 21, 2023
On June 21, 2023, a petition for tax abatement was filed by Advantix Development Corporation
for a low-income housing project that will result in brand-new infill housing throughout South
Bend.
Pursuant to Chapter 2, Article 6, Section 2-84.9 of the Municipal Code of the City of South
Bend, the petition was referred to the Department of Community Investment for purposes of
investigation and preparation of a report determining whether the area qualifies as an Economic
Revitalization Area pursuant to Indiana Code 6 1.1-12.1 and all zoning requirements have been
met.
The Department of Community Investment has reviewed the petitions(a copy of each is
attached), investigated the area, and makes the following report.
Project Summary
• Formed in 2007, Advantix Development Corporation serves as the not-for-profit
development instrument of the Evansville Housing Authority. Its mission is to own,
operate, acquire, and develop housing for low to moderate-income families. Since 2007,
Advantix has served as developer and general contractor for both 4% and 9% Low
Income Housing Tax Credit development projects. Advantix works with local jurisdictions
to develop several types of affordable housing in Indiana and surrounding areas.
• Advantix is proposing to build 50 affordable housing units consisting of a mix of single-
family homes, duplexes, and townhomes. The project will use the City's pre-approved
housing plans.
• This is a scattered site project—which will provide much needed infill housing—on 35
different City-owned parcels, all of which are currently vacant
• Advantix is competing for Low Income Housing Tax Credits (LIHTC) with the Indiana
Housing & Community Development Authority (IHCDA). Project completion is
contingent upon receiving a satisfactory LIHTC award.
• If the project proceeds, Advantix has committed over$14 million to this project.
Employment Impact
• Upon completion of the project, Advantix will create two (2)full-time positions with an
estimated annual payroll of$80,000.
Tax Estimates
Due to being a LIHTC project that will increase the availability of affordable rental units within
South Bend, a ten-year(10) multi-family real property tax abatement is being sought.
• Current taxes are zero—properties are owned by the City of South Bend.
• Estimated annual taxes after the project's completion: $59,878
• Total estimated taxes during the ten-year(10) abatement period: $598,782
o Estimated taxes being abated during the abatement period: $401,037
o Estimated total taxes to be paid during the abatement period: $197,745
Abatement Qualification
1. A review of the tax abatements previously granted finds that the petitioner has not been
granted or is associated with prior South Bend abatements.
2. The property is properly zoned for the proposed project.
3. Taxes on the property have been paid in full.
4. A review of the South Bend Redevelopment designation areas finds that the property is
in the River West Development Area.
5. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner qualifies
for a ten-year(10) multi-family residential development real property tax abatement
under Division 9 (Miscellaneous Real Property Tax Abatement), Section 2-84 (Council's
Authority to Enlarge Real Property Tax Abatement General Standards).
2
10-Year Abatement June 20,2023
Advantix
South Bend Portage Township
Residential Real Property Tax Abatement Schedule*
Type of Dwelling: Multi-Family Residence -50 units-
Estimated Project Cost: $14,000,000 New Construction
Property Address: Multiple Properties
Tax Key Number: Multiple Properties
True Tax Value Method: Income Income Income Income Income Income Income Income Income Income
Capitalization Capitalization Capitalization Capitalization Capitalization Capitalization Capitalization Capitalization Capitalization Capitalization
Assessed(AV)and Current Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10
True Tax Value(TTV)
Land(AV) $ 200,000 $ 200,000 $ 200,000 $ 200,000 $ 200,000 $ 200,000 $ 200,000 $ 200,000 $ 200,000 $ 200,000 $ 200,000
Structure(Structure TTV) - 2,295,238 2,295,238 2,295,238 2,295,238 2,295,238 2,295,238 2,295,238 2,295,238 2,295,238 2,295,238
Gross TTV 200,000 • 2,495,238 2,495,238 2,495,238 2,495,238 2,495,238 2,495,238 2,495,238 2,495,238 2,495,238 2,495,238
Abatement 100% 100% 100% 95% 95% 90% 90% 85% 80% 75%
Abatement Deduction (2,295,238) (2,295,238) (2,295,238) (2,180,476) (2,180,476) (2,065,714) (2,065,714) (1,950,952) (1,836,190) (1,721,429)
Net TTV 200,000 200,000 200,000 200,000 314,762 314,762 429,524 429,524 544,286 659,048 773,810
Property Taxes
Assume constant tax rate of 5.2897%
Gross Tax(Tax Rate x Net TTV) 10,579 10,579 10,579 10,579 16,650 16,650 22,721 22,721 28,791 34,862 40,932
Local Tax Credit(8.7112%of GT-DS) (852) (852) (852) (852) (1,341) (1,341) (1,830) (1,830) (2,319) (2,807) (3,296)
Circuit Breaker Credit (2,928) - - - - - - - - - -
Taxes Due $ 6,799 $ 9,727 $ 9,727 $ 9,727 $ 15,309 $ 15,309 $ 20,891 $ 20,891 $ 26,473 $ 32,054 $ 37,636
3% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2%
Circuit Breaker Cap 6,000 49,905 49,905 49,905 49,905 49,905 49,905 49,905 49,905 49,905 49,905
Debt Service(0.3997%of Net TTV) 799 799 799 799 1,258 1,258 1,717 1,717 2,176 2,634 3,093
Max Tax Under the Cap 6,799 50.704 50,704 50,704 51,163 51,163 51,622 51,622 52,080 52,539 52,998
Year Abatement Total Tax Taxes Abated Net Taxes
Liability Paid
1 100% $ 59,878 $ (50,151) $ 9,727
2 100% 59,878 (50,151) 9,727
3 100% 59,878 (50,151) 9,727
4 95% 59,878 (44,569) 15,309
5 95% 59,878 (44,569) 15,309
6 90% 59,878 (38,987) 20,891
7 90% 59,878 (38,987) 20,891
8 85% 59,878 (33,406) 26,473
9 80% 59,878 (27,824) 32,054
10 75% 59,878 (22,242) 37,636
Total: 598,782 (401,037) 197,745
*This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2022 Payable 2023 _°. ", Department of Community Investment
The true tax values will ultimately be determined by the actual assessed valuation and the then-current tax rates. City of South Bend
Cityof South Bend Instructions:Complete pages 1-3
AND the proper Form S11-1.for .'
Petition for Incentives the type of abatement(real
property or personal property)
Petition must include a$250 filing fee payable to the City Clerk's Office for which you are applying.
before processing can be complete
General Information Project Name North Pointe Apartments Project Number
Legal name as registered with
Secretary of State Advantix Development Corporation
Business structure 501c3 not for profit
Company website
www.advantixcorp.com
Proposed Project Information
Proposed project address 900 S Franklin St (main location) Parent company name Advantix Development Corporation
City,state,Zip South Bend, IN 46601 Legalowner N/A
Site acreage or acreage required
L/A Is the real estate owned Owned
or leased?
Square feet of facility
4,1 62 If leased,by whom?
PIzr __,.
intact Information
Primary company contact name Brandon Snieids Broker&Business Development Manager
Address of company contact 500 SE 10th St. Phone 8127223371
City,State,Zip Evansville, IN 47713 Email brandon.shields@advantixcorp.com
tI,ipfbrrnation E'f= ?" `" t ,
Company senior official name Tim Martin Title COO
Address of company contact Phone
(if different from above) Same as above 8124288500
City,State,Zip I Email tim.martin@advantixcorp.com
Consultant Information/Agent
Hired business consultant/agent name Consultant release?(Y/N)
Address Local economic development partners
approval?(Y/N)
City,State,Zip Email
Project Overview
Brief description of your
company,project,and why the This is a 50 unit, scattered site 9% LIHTC project. The property will
property is necessary for consist 50 units scattered throughout the city. Tax sale and BEP units
economic growth g Y
will be primarily used. The project will feature a modern design using
the city's preapproved building plans. All of our projects are built LEED
Silver standards, ensuring long term energy efficient homes.
This project is vital as it adds valuable affdrdi Wie0JOf kf -6f bout
the city. Affordable housing is essential to the I. . - .• • r .f any
city.
JUN 212U?i
DAWN M J NFS
Certifted Technology Park appropriate CITY CLERK,SOUTH BEND,IN
Is the project in a Tax Incremental Financing
(TIF)area? If so,which? River West
'Have Building Permits been issued?(YON) Number of residential units created by
(Note-Not eligible for abatement if Yes) N project 50
If this is a petition for personal property tax abatement,has
the equipment been installed?
Investment Details
Public Infrastructure needs Has any 504 funding been What is the value of any equipment being purchased in What is the value of any equipment being
(Off-site of project in dollars) received? Indiana for the project? purchased from out of state for the project?
New Project Investments
Calendar Year 2022 2023 2024 2025 2026 2027 2028 2029
Land Acquisition $0.00
Building i.ease Payments $0.00
Building Purchase Costs $0.00
New Building Construction 5 1400000000
Existing Budding Improvements $0.00
New Machinery&Equipment $0.00
Special Tooling/Retooling $0.00
New Furniture/Fixtures I $0.00
New Computer/IT Hardware $0.00
New Software
$0.00
On-site Rail Infrastructure $0.00
Omsite Fiber Infrastructure $0.00
y. S "Y_kaar+M- ,,Q _ Q (fin 7- },
t ,. ,+ ... Allem•r'_-t 1/ 1,1 s 7 .ia k Lor L,7:,,I i),ca s.f3 .,h:`s�Qit••z
Hili-Time Permanent Indiana-Resident P,o� (qps Vn endar Year _ + e�
Calendar Year Jobs retained Hourly Cumulative II of net NEW full time Hourly average wage,w/o Total training Total if to be
8"---1,a—17w
a
permanent jobs created at project benefits or bonuses,of expenditure- trained-not
wap
benefits or cumulative net new jobs not cumulative
bonuses
cumulative
2023
2024 2 $20.00
2025
•
2026
2027
2028
2029
2030
2031
2032
2033
2034
Provide hourly wage information for new employees in the following positions.
Full time Part time
Laborers $20.00
Technical
Managerial $20.00
Administrative
Who will be the individual responsible for coordinating
with WorkOne on recruiting?
Does your company have an EEO hiring policy? Yes Are you an EEO employer?
Filed in CrZfi.Fs ff'j
ra
Please list the number of full time and part time minority and/or female Pleasr desaJlt yoSr commitment to
employees for the following years: I diversity and Inclusion 12 data ling your
Year dutreach and recruitment effort]for the last
2023 7022 2021 II thnpg.Nrs.es wmelt Igtfront4poiicies.
Full Time Part Time Full Time Part Time Full Time Par Time L .
l
Black DAWN I j JUNES
CITY B-liItt (dual BEND, IN l
Hispanic
Asian
Indian
Female .
Other
,
Complete below for Real or Personal Property Tax Abatement o v.
Please sign for all requested incentives.
JUN 2 1 202;
Public Benefit Item: : _______N w.JUNES
Information is required on both the construction companies and the CITY CLERK.SOUTH BEND IN
companies which will provide materials purchased for this project.
complete the table below with theQualify
Please
appropriate information. If (Yes or No) Earned Points Available Pointf
you qualify for the points,please enter the full amount of available
points.
1 Construction Related lContractor;)•
A Employ Local Companies(75%) Yes 20 20
B. Purchase Materials from Local Companies(75%) Yes 20 20
C Require Employees vs.Independent Contractors No 0 19
D. Require Prevailing Wage Yes 22 22
E. Require Health Benefits Yes 22 22
F. Require Retirement Benefits Yes 18 18
G. Maintain Affirmative Action Plan Yes 20 20
IISub-total Construction Related: 122 141
2 Wage&Benefit Related(Ownerl
A. Pay Target Wage Levels Yes 33 33
B. Provide Health Benefits Yes 34 34
C. Provide Retirement Benefits Yes 29 29
D. Provide Training Yes 28 28
E. Provide Child Care No 0 15
F. Provide Transportation Assistance Yes 14 14
G. Provide Employer Assisted Housing program No 0 9
Sub-total Wage&Benefit Related: 138 152
3 Workforce Related;
A. Create New Jobs Yes 42 42
B. Retain Existing Jobs Yes 41 41
C. Maintain Affirmative Action Plan Yes 35 3S
D. Provide Targeted Hiring Preference Yes 34 34
Sub-total Workforce Related: 152 152
•
4 Support a Municipal Facility:
Support a SR Municipal Facility(donations to the
A.
zoo,conservatory,museum,etc.) Yes 84 84
Name of Facility TBD
)Sub-total Municipal Facility: 84 84
Sub-total from Above: 496 539
The undersigned owner(s)of real property,located within the City of South Bend,herby petition the Common Council of the City
of South Bend for a real and/or personal property tax abatement consideration and pursuant to I.C.,6-1.1-12.1-1,et seq.,and
South Bend Municipal Code Sec.2-76 et seq.,for this petition state the above.
Submitted By: Brandon Shields Date: 106/19/2023
I For Staff Use Only Below This Line
La.*a : > 2.0/P, 0.1
What is the current assessed value? Real Property: g : O Personal Property:
What is the projected assessed value? Real Property: aoy $2,. e 5 Personal Property:
What is the tax key number for this project? Pry J 11 %0 f �7
Pik 1
What is the six digit NAICS code? N /^
Please attach a Google map and street view of the location.
Please Ilst the amount of real and personal property taxes Real Property Taxes: Personal Property Taxes:
paid for the last five years when applicable.
Year One (�A,! J r_) 0 °d.‘1,11
Year Two
Year Three
/
Year Four I
Year Five
Please full out the following Public Benefit Summary Information and add to total from above.
IN,or NI Point Points
I
Public Benefit Item:
Project Related:
5 A. Redevelop a Site that has Special Needs y C/ 1 49
B. Develop Based on Local University Research ti) 35
C. Achieve a Physical Element of a Plan "/ 34 36
t
Sub-total Project Related: O 5 120
6 Suoer Size Pro1ectsipoint values are cumulativ_ej:
A. 100%to 199% h 1.5 25
B. 200%to 299% y V 1 68
C. 300%to 399% 5 G 5 65
D. 400%and Over 1 St' 52
Sub-total Super Size Projects: 2/0 210
7 Pay for Municipal Infrastructure:
A. Pay for Oversizing or Upgrading A ( 14
B. Pay for 26-50%of Extension Cost I 1 26
C. Pay for 51-75%of Extension Cost I 1 39
D. Pi,for 76-100%of Extension Cost t 1 52
Sub-total Infrastructure Related: .......- 131
Total from Applicant Section: filo-0..11i I e c5 { Ic
e
Total from Staff Section: _`4L-r
Total Public Benefit Points: 71i 1 iooc
2 1 ?1iL
I JUN
'l�aw�l vi i;1NEs
__ R__ScIUTh BENIJJ
Please describe your commitment to diversity and inclusion by detailing your outreach
and recruitment efforts for the last three years as well as current policies.
Diversity & Inclusion is a commitment we have with an understanding that diversity doesn't
mean one person of color, or one person of a different race, or even one gender. Our success
cannot be attained without having a team that represents our entire community and those we
serve. This starts with acknowledging that there are groups that are underrepresented and that
within these groups are a wealth of untapped talent, leadership, and innovation, To achieve
this, we enable equality of opportunity through fairness and transparency.
Some of the ways we are committed to these initiatives are in our recruitment, hiring, training,
and promotions. Our recruitment efforts include posting our positions on many job boards to
include diverse job boards, geo fencing through a media company to target many
underrepresented groups, job fairs at local colleges, and working alongside our WorkOne
partners to provide on-the-job training opportunities to assist those that may not have all the
necessary skills we are seeking. Our training efforts include Diversity, Equity, & Inclusion
interactive training modules along with microagression interactive training. We have created
career path training and mentoring to promote interested individuals as we believe everyone's
differences and points of views allows for inclusivity and support for the entire workforce.
Filed in Clerk's Office
i JUN 2 1 2073
I 1
—DAWN M.JONES
CITYCLERK,SOUTH BEND,IN
Advantix Development Corporation — Petition for Abatement
Key Number: 71-08-02-187-013.000-026 Filed in Clerk's Office
Commonly Known As.• 911 Sherman Avenue -�
Legal Description: Lot 23 Muessels 1st •
JUN i1C0%1
Key Number: 71-08-02-187-014.000-026
Commonly Known As: 909 Sherman Avenue
; r DAWN ivi.JONES
CiTY Cl RK,SOUTH BEND,IN
Legal Description: Lot 22 Muessels 1st -- --`-- -
Key Number: 71-08-02-304-006.000-026
Commonly Known As: 813 N Cleveland Avenue
Legal Description: 16 2/3 Ft S Side Lot 86& 16 2/3 Ft N Side Lot 87 A
G Cushings 4th
Key Number: 71-08-02-304-007.000-026
Commonly Known As: 809 N Cleveland Avenue
Legal Description: 33 1/3 Ft S Side Lot 87 A G Cushings 4th Add
Key Number: 71-08-02-307-025.000-026
Commonly Known As: 737 N Cleveland Avenue
Legal Description: Lot 95 A G Cushings 4th
Key Number: 71-08-02-307-026.000-026
Commonly Known As: 735 N Cleveland Avenue
Legal Description: Lot 96 40'N Side A G Cushings 4th Add
Key Number: 71-08-02-311-007.000-026
Commonly Known As: 662 Lawndale Avenue
Legal Description: Lot 6 Pleasant Home Add •
Key Number: 71-08-02-311-009.000-026
Commonly Known As: 654 Lawndale Avenue
Legal Description: Lot 8 Pleasant Home Add
Key Number: 71-08-02-326-011.000-026
Commonly Known As: 1217 Van Buren Street
Legal Description: 33 Ft E Side 66 Ft W End Of Lots 81 & 82 & 33 Ft
E Side 66 Ft W End 15 Ft S Side Of Lot 83 A G
Cushings 4th
Key Number: 71-08-02-326-012.000-026
Commonly Known As: 1215 Van Buren Street
Legal Description: 33 Ft W Side 68 Ft E End Lots 81-82&33 Ft W Side
68 Ft E Side of 15 Ft S Side Lot 83 A 0 Cushings 4th
Key Number: 71-08-02-330-001.000-026
Commonly Known As: 1218 Van Buren Street
Legal Description: 36 Ft X 100 Ft Nw Cor Lot 80 A G Cushings 4th
Key Number: 71-08-02-330-002.000-026
Commonly Known As: 752 Cleveland Avenue
Legal Description: 12 Ft S Side 100 Ft W End Lot 80&28 Ft N Side 100
Ft W End Lot 79 A G Cushing 4th
Key Number: 71-08-02-330-003.000-026
Commonly Known As: 1216 Van Buren Street
Legal Description: Lot 80 34'E End & 34'E End 28W Side Lot 79 A G
Cushings 4th Add
Key Number: 71-08-02-330-005.000-026
Commonly Known As: 746 N Cleveland Avenue
Legal Description: 35 Ft S Side Lot 78 A G Cushings 4th
Key Number: 71-08-02-330-006.000-026
Commonly Known As: 744 N Cleveland Avenue
Legal Description: Lot 77 A G Cushings 4th
Key Number: 71-08-02-333-013.000-026
Commonly Known As: 716 Sherman Avenue
Legal Description: N 35'Ex 10'X40'Se Side Lot 9 All Of Lots 10 & 11
& 43'S Side Lot 12 Cushing 1st Add
Key Number: • 71-08-02-333-014.000-026
Commonly Known As: 702 Sherman Avenue
Legal Description: Lot 9 88 Ft W End 15 Ft S Side & 88 Ft W End Of
Lot 8 Cushings 1st
Key Number: 71-08-02-335-001.000-026
Commonly Known As: 632 Sherman Avenue
Legal Description: Lot 7 78 Ft W End 33 1-3 Ft N Side Cushings 1st
Key Number: 71-08-02-335-002.000-026
Commonly Known As: 1014 Lindsey Street
Legal Description: Lot 7 50 Ft E End 33 1-3 Ft N Side Cushings 1st
Key Number: 71-08-02-335-003.000-026
Commonly Known As: 630 Sherman Avenue
Legal Description: 16 2-3 Ft S Side Lot 7 & 16 i'-' Ft N Side Lot 6
Cushings 1st Filed in Clerk's Office
f JUN 21;11(4°s;
c DA1 Ni.
'' ��LERKwt,Sc1NO, IN
Key Number: 71-08-02-335-004.000-026 Filed in Clerk's Office
Commonly Known As: 622 Sherman Avenue ---- -�
Legal Description: 33 1-3 Ft S Side Lot 6 Cushings 1st
L
JUN 2 1 2023
Key Number: 71-08-02-356-041.000-026 DAWN M.JUNES
Commonly Known As: 1411 Linden Avenue CITYCLERK,SOUTH BEND,IN
Legal Description: Lot 92 Swygarts 1st Add
Key Number: 71-08-02-407-007.000-026
Commonly Known As: 744 Harrison Avenue
Legal Description: Lot 98 Cushing& Lindsey
Key Number: 71-08-02-407-008.000-026
Commonly Known As: 740 Harrison Avenue
Legal Description: 33 Ft N Side Lot 99 Cushing&Lindsey
Key Number: 71-08-02-407-009.000-026
Commonly Known As: 736 Harrison Avenue
Legal Description: 17 Ft S Side Lot 99& 16 Ft N Side Lot 100 Cushing
&Lindsey
Key Number: 71-08-03-203-028.000-026
Commonly Known As: 1202 Huey Street
Legal Description: Lot 212 Mayrs Mich Ave Add
Key Number: 71-08-03-227-014.000-026
Commonly Known As: 1322 N Brookfield Street
Legal Description: Lot 148 C R Smiths 2nd Sub
Key Number: 71-08-03-258-007.000-026
Commonly Known As: 1030 Obrien Street
Legal Description: Lot 76 Mayrs Mich Ave Add
Key Number: 71-08-03-384-004.000-026
Commonly Known As: 2518 Linden Avenue
Legal Description: Lot 13 Kaleys 1st
Key Number: 71-08-03-384-007.000-026
Commonly Known As: 2506 Linden Avenue
Legal Description: Lot 10 Kaleys 1st
Key Number: 71-08-03-434-013.000-026
Commonly Known As: 630 Johnson Street
Legal Description: Lot 13 Kauffman Place
Key Number: 71-08-03-434-031.000-026
Commonly Known As: 641 N Brookfield Street
Legal Description: Lot 24 Kauffman Place
Key Number: 71-08-10-135-006.000-026
Commonly Known As: 2606 W Colfax Avenue
Legal Description: Lot 696 Summit Place 3rd Add
Key Number: 71-08-10-180-027.000-026
Commonly Known As: 218 S Meade Street
Legal Description: Lot 622 Summit Place 3rd
Key Number: 71-08-14-227-001.000-026
Commonly Known As: 900 S Franklin Street
Legal Description: Lot 1 Sample & Lafayette Minor Sub 21/22 NP
#1072 6/22/2020
Filed in Clerk's Office
JUN 2 1 `I_f171
DAWN M.JONES
CITY CLERK,SOUTH BEND,IN
Filed in Clerk's Office
`1'-!,:•,i, STATEMENT OF BENEFITS
x JUN 2 1 ?_02� zo 23 PAv 2024
_. REAL ESTATE IMPROVEMENTS —
✓•
'• State Form 51761(R7!1-21) DAWN M.JONES FORM SB-1/Real Property
,.._ate% Prescribed by the Department of Local Government Fi
CITY CLERK,SOUTH BEND INPRIVACY NOTICE
This statement is being completed for real properly that qualifies under the o owi t11ar13eode- Any information concerning the cost
❑ Redevelopment or rehabilitation of real estate improvements(IC 6-1.1-12.1-4) of the property and specific salaries
paid to individual employees by the
l] Residentially distressed area(IC 6-1.1-12.1-4.1) property owner is confidential per
IC 6-1.1-12.1-5.1.
INSTRUCTIONS:
f This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires
information from the applicant in making its decision about whether to designate an Economic Revitalization Area Otherwise,this statement must be
submitted to the designating body BEFORE the redevelopment or rehabilitation of real property for which the person wishes to claim a deduction
2 The statement of benefits form must be submitted to the designating body and the area designated an economic revitalization area before the initiation of
the redevelopment or rehabilitation for which the person desires to claim a deduction
3. To obtain a deduction.a Form 322/RE must be filed with the county auditor before May 10 in the year in which the addition to assessed valuation is
made or not later than thirty(30)days after the assessment notice is mailed to the property owner if it was mailed after April 10. A property owner who
failed to file a deduction application within the prescribed deadline may file an application between January 1 and May 10 of a subsequent year
4 A property owner who files for the deduction must provide the county auditor and designating body with a Form CF-1/Real Property. The Form CF-1/Real
Property should be attached to the Form 322/RE when the deduction is first claimed and then updated annually for each year the deduction is applicable
IC 6-1.1-12.1-5.1(b)
5 For a Form SB-1/Real Property that is approved after June 30. 2013, the designating body is required to establish an abatement schedule for each
deduction allowed, For a Form SB-1/Real Property that is eperoved poor to July 1 2013. the abatement schedule approved by the designating body
remains in effect. IC 6-1.1-12.1-17
SECTION 1 TAXPAYER INFORMATION
Name of taxpayer
Advantix Development Corporation
o
Address f taxpayer
Nressand slrcct: 500 SE 10th Street ,;n- Evansville State: IN ZIP 47713
Name of contact person Telephone number E-mail address
Eust _:,:e Tim ,,ut Narne Martin (812) 428-8500 tim.mertin@advantixeorpeom
SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT
Name of designating body Resolution number
Common Council of the City of South Bend
Location of property Co.nty DLGF taxing district number
\,,,:,),r,ar.,is,re,. See attached list t;t,. .,,. St. Joseph _
Descnption of real property improvements.redevelopment,or rehabilitation(use additional sneers'I necessary) Estimated start date(month,day.year)
Construction of 50 new housing units throughout the city using 9% LIHTC
funding. Estimated completion date(month,day.year)
SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT
Current NumberO Salaries$ O Number Retained O Salanes $ O Number Additional 2 Salaries$ 41,600
SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT
REAL ESTATE IMPROVEMENTS
COST ASSESSED VALUE
Current values $200.000
Plus estimated values of proposed project 314,000,000
Less values of any property being replaced $0
Net estimated values upon completion of project I 14 200.100 ;0
SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER
Estimated solid waste converted(pounds) I Estimated hazardous waste converted(pounds) 0
Other benefits
SECTION 6 TAXPAYER CERTIFICATION
I hereby certify that the representations in this statement are true.
Signature of authorized representative / Date signed(month,day year)
/wit-oZ Z L. i� 6/20/2023
Printed name of authorized representativeTtle COO
Tim Martin
Page 1 of 2
FOR USE OF THE DESIGNATING BODY
We find that the applicant meets the general standards in the resolution adopted or to be adopted by this body. Said resolution,passed or to be passed
under IC 6-1.1-12.1.provides for the following limitations:
A. The designated area has been limited to a period of time not to exceed calendar years`(see below). The date this designation
expires is . NOTE. This question addresses whether the resolution contains an expiration date for the designated area
B. The type of deduction that is allowed in the designated area is limited to:
1.Redevelopment or rehabilitation of real estate improvements ❑Yes ❑No
2.Residentially distressed areas ❑Yes 0N
C. The amount of the deduction applicable is limited to$
D. Other limitations or conditions(specify)
E. Number of years allowed: ❑Year 1 ❑Year 2 ❑Year 3 ❑Year 4 ❑Year 5 ("see below)
❑Year 6 ❑Year 7 ❑Year 8 ❑Year 9 ❑Year 10
F. For a statement of benefits approved after June 30,2013,did this designating body adopt an abatement schedule per IC 6-1.1-12.1-17?
❑Yes ❑No
If yes.attach a copy of the abatement schedule to this form.
If no,the designating body is required to establish an abatement schedule before the deduction can be determined.
We have also reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have
determined that the totality of benefits is sufficient to justify the deduction described above.
Approved(signature and title of authorized member of designating body) Telephone number Date signed(month,day,year)
( )
Printed name of authorized member of designating body Name of designating body
Attested by(signature and title of attester) Printed name of attester
"If the designating body limits the time period during which an area is an economic revitalization area,that limitation does not limit the length of time a
taxpayer is entitled to receive a deduction to a number of years that is less than the number of years designated under IC 6-1.1-12.1-17.
A. For residentially distressed areas where the Form SB-1/Real Property was approved prior to July 1.2013,the deductions established in IC
6-1.1-12.1-4.1 remain in effect.The deduction period may not exceed five(5)years. For a Form SB-1/Real Property that is approved after June 30,
2013,the designating body is required to establish an abatement schedule for each deduction allowed. Except as provided in IC 6-1.1-12.1-18,the
deduction period may not exceed ten(10)years. (See IC 6-1.1-12.1-17 below.)
B. For the redevelopment or rehabilitation of real property where the Form SB-1/Real Property was approved prior to July 1.2013,the abatement
schedule approved by the designating body remains in effect.For a Form SB-1/Real Property that is approved after June 30,2013,the designating
body is required to establish an abatement schedule for each deduction allowed.(See IC 6-1.1-12.1-17 below.)
IC 6-1.1-12.1-17
Abatement schedules
Sec.17.(a)A designating body may provide to a business that is established in or relocated to a revitalization area and that receives a deduction under
section 4 or 4.5 of this chapter an abatement schedule based on the following factors:
(1) The total amount of the taxpayer's investment in real and personal property.
(2) The number of new full-time equivalent jobs created.
(3) The average wage of the new employees compared to the state minimum wage.
(4) The infrastructure requirements for the taxpayer's investment.
(b)This subsection applies to a statement of benefits approved after June 30,2013. A designating body shall establish art abatement schedule
for each deduction allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of
the deduction. Except as provided in IC 6-1.1-12.1-18,an abatement schedule may not exceed ten(10)years.
(c)An abatement schedule approved for a particular taxpayer before July 1,2013.remains in effect until the abatement schedule expires under
the terms of the resolution approving the taxpayer's statement of benefits.
Filed in Clerk's Office
Li JUN ? 1 2023
DAWN M.JONES
CITY CLERK,SOUTH BEND,IN
Page 2 of 2
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3ES
7
MISSION STATEMENT
To promote adequate and affordable housing, economic opportunity, and a suitable living environment free
from discrimination.
GOALS & OBJECTIVES:
• Expand supply of assisted housing • Improve quality of life and economic viability
• Improve quality of housing • Promote self-sufficiency
• Increase choices in assisted housing • Ensure equal opportunity
BOARD OF COMMISSIONERS
David G. Hatfield i,apnne crguers-Commissioner
Glenda B. Hampton-Commissioner Sabino Humbane-Commissioner
Mitrfred Tha-k - Commissioner Dianna McGuire-Resident Commissioner
BOARD OF COMMISSIONERS
ne Evansville mousing AutnoHty is ieu oy a seven-member • p
Board of Commissioners, appointed by the Mayor of the City
of Evansville. Commissioners serve staggered four-year terms J
and may be reappointed for additional four-year terms. The
Board is responsible for establishing the strategic vision of the
agency, adopting policies, approving budgets, making major _
financial decisions, and hiring an Executive Director to lead
the organization.
EHA also has an affiliate non-profit organization, Advantix
Development Corporation, which supports the development Board of
of new affordable housing in Evansville arid surrounding area, Commissioners
Both boards are affiliated but operate independently.
In November 2022, the Board of Commissioners and
other Executive Staff attended a Board Retreat to discuss Executive
redevelopment opportunities, tax credits, and the future of
affordable housing. Portions of the strategic planning session Director / CEO
included an overview of the Asset Management portfolio
and operations going forward. The retreat concluded with
a refresher on Roles and Responsibilities of the Board of
Commissioners. The Board Retreat was held at the Fifth Third
Bank building and facilitated by Michael Synie, Partner of Fox
Rothschild, LLP.
.1040 Re+porsib;br;es O! -
.-- .. .Connnis�nrrars -
•
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2 1500 SE 10th Street•Evansville,IN 47713
LETTER FROM THE MAYOR
On behalf of the City of Evansville,Indiana,I am 'r
pleased to join the Evansville Housing Authority
as it presents its 2021 Annual Report. ''VDI PN!
^► Each year, the City of Evansville prepares a
CITY OF EVANSVILLE
Consolidated Plan for submission to the U.S.
Department of Housing and Urban Development.
This plan illustrates Evansville's commitment
to increasing the supply of decent affordable Advantix.In July 2021,the City was honored to join the local developer
' housin and management agent during the Grand Opening Ceremony for
g, providing services to selected low Evansville Townhomes.This tax credit development project added 30
income populations, developing the local economy, and providing
newly constructed affordable housing units in a multi-story building
public services. EHA,and its non-profit entity,Advantix Development
as well as community space for meetings, offices,programming,and
Corporation,have been integral in this combined effort.They continue resident engagement.
to expand their strategy of providing affordable housing through new
and innovative approaches,as you will see demonstrated throughout It is clear that the Evansville Housing Authority embraces the "E is
this report.Low Income Housing Tax Credit development projects and for Everyone"concept as it connects,contributes,and celebrates the
utilization of the City's Promise Zone designation are prime examples people of this community year after year.I encourage EHA's leadership
to name a few. and staff to continue on their current path of sustainability, and I
As direct appointees from the Mayor's office, I would also like to commend them on their dedication to make improvements that will
personally commend the Evansville Housing Authority Board of ultimately benefit citizens of our great city.
Commissioners for expanding their wealth of knowledge over the
years as they also continue to guide the ever-growing directives of • -Mayor Lloyd Winnecke
r 41.0 P
LETTER FROM THE EXECUTIVE DIRECTOR / CEO
.,,n�, an incr_ joie year of Building ciC30 treated jobs that generated income to be disbursed back
Foundations to Support our Families! into the economy. Advantix is also making this happen in other
There are essential items necessary in life cities throughout the state of Indiana.
— '. ;Irilk ttil
for individuals and families to feel safe and Transformation, by developing newly constructed quality
•
secure before they can obtain viable jobs, affordable housing, is the driving force behind Advantix
care for their families,and be an asset to the Development Corporation. Advantix continues with its mission
community in which they live. One of those and is now working on Evansville Townhomes III, KHA RAD I in
necessities is shelter. As you look through Kokomo, and 34 East in Marion. In addition, we were recently
the EHA/Advantix 2022 Annual Report, awarded tax credits for development projects in the cities of
notice the multitude of ways this organization is doing exactly Princeton, Marion, and Muncie.
that and more! We're building foundations with bricks and
mortar, but that's only the beginning. Supporting our families is EHA and Advantix continue to set the bar of excellence in the
accomplished by providing them with a higher quality of housing, housing industry as opportunities and accomplishments achieved
connecting them with a variety of resources throughout the by our staff continue to take the agency to new heights.The growth
community to assist in ways they never knew existed,and having of Advantix is nationally recognized, and our work is considered
a genuine concern for each person in need of our services. leading-edge. Special thanks to our Board of Commissioners for
leading the way, our team of dedicated hardworking employees
We most recently celebrated the completion of 38 newly that believe in the mission to provide for individuals we serve,
constructed affordable units in a 3-story apartment building and to our external partners for supporting us along the way.We
in Evansville, Indiana. Eight of those units are set aside for couldn't do it without each and every one of you!
permanent supportive housing for individuals with intellectual
or developmental disabilities. This means we will offer wrap-
around services to help break barriers these residents most likely
experienced for the majority of their lives.This newly constructed Rick Moore, Executive Director/CEO
development not only created additional affordable housing but
www.advantixcorp.com I www.evansvillehousing.org 13
WHO WE 4 413
SERVE MEMBERS
6% Other 3% Hispanic
54%
Black 97% 75%
Non-Hispanic Female
RACE ETHNICITY GENDER
1 , 929 $ 1O, 665 \COVEA �
CHILDREN FOR FAMILIES IN THE
HOUSING CHOICE VOUCHER PROGRAM
1,549 SENIOR / DISABLED RESIDENTS
EHA CONTRIBUTED
$ 16. 8M TO THE LOCAL ECO \ OMY
ADVANTIX CO \ TI3UTED
$ 19 . 2M TO THE ECONOMY
THE ORGANIZATIONAL ASSESSMENT IS UNDERWAY
WITH GROWTH COMES STRATEGY FOR CONTINUED EXCELLENCE!
EHA issued a Request for Proposals (RFP) to solicit qualifieu
firms interested in conducting an Organizational Assessment and
Salary Study for the Evansville Housing Authority and its non-
profit development entity,Advantix Development Corporation.
Out of four proposals received, the Board of Commissioners
and the Proposal Review Committee selected Human Capital Non-Profit
Initiatives,LLC(HCi)to conduct the assessment.The project began General Limited
in November 2022 and is expected to conclude in March 2023. PHA Co- Partner Partnership
HCi is in process of assessing current organizational structures, Developer
operational functions, compensation, and levels of staffing for
both EHA and Advantix.Staff interviews are also being conducted
to determine workflow efficiencies and provide recommendations
as needed.HCi has extensive experience providing these services
across the United States, and we're confident they will meet
objectives as originally outlined in the RFP.
Stay tuned for the 2023 Annual Report to see implementation effort ADC v1505 Inc -Vision 1505 LP
based on results from the EHA/Advantix Organizational Assessment
EHA RAD I LP
�0�
c� � i ` \ Evansville RAD
V One LLC
y - EHA RAD II LP
ip
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ros T Hg
Evansville RAD
- EHA RAD IV LP
Viptik j Four LIC
0
Corydon SSL LLC - CSSL LP
ir
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ill. � �� E Evansville LLC -
Evansville
�/� Townhomes LP
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- `v_ EHA Advantix
ON''' '.'
',',i,,,,, .',.2,:;..,94). RVV LLC - River View
Vincennes LP
Trailside Trailside
Townhomes GP -Townhomes LP
LLC
SP Kokomo LLC - Trailside
II . . Commons LP
ET 2 Evansville Evansville
LLC -ownhomes II LP
KHA RAD ONE KHA RAD 1 LP
ii i • 1 i 1 LLC
,I
Erie Evansville
- Erie Pointe LP
LLC
www.advantixcorp.com I www.evansvillehousing.org 15
/
PICNIC AND HOLIDAY MEALS BRINGS OUT EMPLOYEES FOR FOOD, FUN!
This year we hosted a picnic for the Evansville area employees The holiday season is one of the busiest times of the year, and
at Burdette Park and at Rodgers Pavilion in Highland Park for our staff worked hard to make holiday magic for our clients
the northern Indiana employees. Under sunny blue skies,staff and residents. In turn,we also wanted to celebrate the people
members enjoyed a shrimp boil and activities designed to who make everything possible...our employees! Our annual
express thanks for the integral role they place in our purpose holiday meals were a huge success.The Evansville area staff
and mission. enjoyed a luncheon at Comfort, by the Cross-Eyed Cricket, and
the Northern Indiana staff enjoyed a luncheon at the Kokomo
Country Club.
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6 1500 SE 10th Street•Evansville,IN 47713
HUMAN RESOURCES ANNUAL REPORT
The Human Resource Department(HR) has the primary respond to their needs. HR handles a variety of work products
responsibility for managing,assisting,and dealing with all and creates and processes several different documents.
employee-related matters including such functions as policy Our goal is to provide an exceptional employee experience
administration, recruitment process, benefits administration, and to understand and plan for the needs of our workforce
employment and labor laws, new employee orientation,training while always listening to concerns and questions. We strive to
and development, labor relations, personnel records retention, address every question, provide opportunities for direct input,
wage and salary administration,and employee assistance and keep service decisions in mind.
programs. HR works closely with all departments to support and
EHA EMPLOYEES — 27 ADVANTIX — 57
EHA GENDER ADV GENDER EHA ETHNICITY ADV ETHNICITY 3%
—•3� HISPANIC
2 OR MORE
13%
RACES
2 OR MORE
RACES
81% 65% 62% o
FEMALE MALE WHITE 78%
WHITE
EHA GENERATIONS AT WORK ADVANTIX GENERATIONS AT WORK
11%1
BABY BOOMERS
41% GEN Y/
GEN X 115% 30% 15% MILLIENIALS
GEN Air
GEN Y
MILLIENIALS
Nearly 74%of Full-Time and Part-Time employees were Work In the Future
born since 1965. Generational shifts bring changes to our
workforce's wants,needs,career interests, and skills—and in EHA&Advantix Human Resources is repositioning to address the
how work will be done. changes associated with the growth of the organization. HR will
be exploring ideas to meet current and new workforce dynamics
We are not a separate department and are fully immersed and and will lead the way in meeting the new future of work.
integrated in the EHA and ADV community. Customer needs are
our needs,your goals are our goals,and we hear you! How can Our focus for the new year will include:
we help? • Implementation of proposed changes from the Organizational
Assessment results
What We Delivered
•Adding another member to the HR staff to help meet the
• Diversity&Inclusion training initiatives (ongoing) needs of our employees and support of our departments
•Safety Training(ongoing)which has reduced the
• Recruiting a diverse workforce
number of workplace injuries
• Improving total rewards, including benefits and compensation
• Formal Orientation program created
• Updated employee personnel manuals
•
• Added an additional Training Platform(Gracehill Vision)
•
www.advantixcorp.com I www.evansvillehousing.org 17
ADVANTIX TEAM MEMBERS NOMINATED FOR EXCELLENCE 2022 MIDWEST
!AMC LY
CONFIER NICE
AWARDS BY THE INDIANA APARTMENT ASSOCIATION THE PREMIER MULTIFAMILY EVENT IN THE MIDWESTI
2022 Grace McFadden Manager of the Year Finalist 2022 Rick Stapp Regional Supervisor of the Year Finalist
—Marisa Tidwell —Jolie Green
Our very own, Marisa Tidwell, was selected as a finalist for the You know you're doing something right when you have TWO
Grace McFadden Manager of the Year award by the Indiana nominations for IAA's Awards of Excellence within your
Apartment Association (IAA). EHA and Advantix employees organization! Jolie Green was selected as a nominee for the
traveled to the Midwest Multifamily Conference in Indianapolis, Rick Stapp Regional Supervisor of the Year award. Jolie began
Indiana in October 2022 to show support for an employee that her work with Advantix in February 2021 and has proven time
has gone above and beyond for others throughout her tenure and again that she is up for any challenge that comes her way.
with EHA and Advantix. In order for IAA to select a winner Her passion to provide exceptional service to both residents and
from the nominees, staff detailed many examples of Marisa's her employees without wavering is a quality to be commended
commitment to managing properties and caring for residents on locally and throughout the state. EHA and Advantix employees
a questionnaire and also created a video submission of interviews also answered a questionnaire,submitted a video highlighting the
with Marisa, supervising staff,and employees that have seen her magnitude of Jolie's accomplishments,and attended the Midwest
in action along the way,This nomination gave us an opportunity Multifamily Conference to show support for being selected as a
to tell the true story of her dedication... Advantix,thanks you, finalist for this prestigious award.
Marisa, along with hundreds (probably thousands) of residents
you've assisted throughout the years!
„. *-'4 ' 4 ., ' 1 -
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.:� ilii` fi ' ..6► M I
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Marisa Tidwell and Jolie Green IAA Finalists Award Ceremony
2022 Rick Stapp Regional Supervisor 2022 Grace McFadden Manager
of the Year NOMINEES of the Year NOMINEES
• Christina Carr,IC.Hart Company,Inc.
• Glanina Chard,in Good Company •Allyah Clark,Autumn Breeze • Marisa Tidwell,Evansville Townhomes I
• Larissa Davis,Edward Rose&Sons •Erica Harrington,The Depot at Nickel and 11,John Cable Apes,Scattered Sites
• Jolie Green,Advantix Development Corporation Plate Niko!Weidner,Echo Park atPerry
•Melissa Quakenbush,Sundance Crossing/Apex at Perry Crossing
• Ashlyn Nave,Becovic Management Group of Indiana Apartments
• Jaime Thompson,In Good Company •Karrie Seufert,stonewaterat the
• Karl Turbeville,Gene B.Glick Company,Inc. Riverwalk
• Tina Warner,PMR Companies
8 1500 SE 10th Street•Evansville,IN 47713
ADVANTIX AWARDED 3 TAX CREDIT PROJECTS
The Indiana Housing and Community Development Authority MUNCIE, INDIANA: Advantix will construct Southern Terrace,
(IHCDA) announced that Advantix Development Corporation has consisting of 50 newly constructed units of affordable housing using
been awarded Low-Income Housing Tax Credits (LIHTC) for three vacant property, much of which was blighted property acquired
affordable housing projects in Indiana. Out of 33 total applications through tax sale.Ten of these units are set aside for residents with
submitted throughout the state of Indiana, Advantix was selected developmental or intellectual disabilities. All of the units are high-
for 3 out of 17 projects that were awarded. Advantix estimates quality, lease-purchase units and will pave the way to help the
total investment for the 3 projects combined will equal over$32.6 families we serve to become homeowners. Advantix will serve
million upon completion. as the developer, general contractor, and property manager. The
PRINCETON,INDIANA: The Princetown Place project will create 44, estimated investment for this project is$11.8 million.
high-quality, affordable, two-story townhome units located in the MARION, INDIANA: 38 South creates 24 newly constructed units
center of downtown Princeton. Using property currently occupied of affordable housing using abandoned property acquired through
by a dilapidated former school building whose roof was destroyed tax sale. In addition, 24 existing units of affordable housing will
in a storm, nine newly constructed buildings and a Community be rehabilitated. Ten of these units are set aside for residents
Center/Office facility for use by all residents will be constructed. with developmental or intellectual disabilities. Advantix will serve
New streets, curbs, parking, and utilities will be included in the as co-developer, general contractor, and property manager. The
overall development. Advantix will serve as the co-developer, estimated investment for this project is$9.9 million.
general contractor, and property manager. The total investment All three projects are expected to begin in January 2024.
after all is said and done will be approximately$10.8 million.
Alga
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FRONT BUILDING ELEVATION SIDE BUILDING ELEVATION
-,eiArSingle Family Home Construction
www.advantixcorp.com I www.evansvillehousing.org 19
ADVANTIX CONTINUES TO BUILD FOUNDATIONS
AND TRANSFORM COMMUNITIES!
PROJECT STATUS PROPERTY NAME #OF UNITS
COMPLETE: VISION 1505 32
RAD I — Buckner, Kennedy, White Oak, Schnute 438
RAD II —Caldwell Homes 121
RAD IV— Fulton 194
RAD V—John Cable, Bellemeade-Line 45
Advantix Scattered Sites 18
Corydon School Senior Lofts (Corydon, IN) 45
Evansville Townhomes I 60
River View (Vincennes, IN) 44
Trailside Townhomes (Kokomo, IN) 45
Sargent Place (Kokomo, IN) 35
Evansville Townhomes II 60
Erie Pointe 38
IN CONSTRUCTION: KHA RAD I (Kokomo, IN) 335
Evansville Townhomes III 64
34 East (Marion, IN) 42
APPROVED AWARDS: Princetown Place (Princeton, IN) 44
38 South (Marion, IN) 48
Southern Terrace (Muncie, IN) 50
APPLICATIONS: Sterling & Main (Elkhart, IN) 50
Marion Housing Authority— RAD (Marion, IN) 320
KHA RAD III (Kokomo, IN) 175
CURRENT Lake Metropolitan Housing Authority (Painesville, OH) 240
DISCUSSIONS:
TOTAL PROJECTS/ 23 2543
UNITS:
10 1500 SE 10th Street•Evansville,IN 47713
RESIDENT SERVICES DEPARTMENT
As we try to get back to the new"norm"and swing of
things... in-person collaborations were high on the list and _ ",F
2022 proved to be a busy year for Resident Services! After — • A ? —'
conducting presentations at all 7 properties, Resident Initiatives "~—ire �'
Coordinator, Wendy Laffette, initiated and set forth the voting wk..
rules.Officers were then nominated and voted into office.
The officers were sworn in and given the"Oath of Office". ' - *4 ..
Presentations and voting procedures were also conducted at ' ^�
Riverview Apartments in Vincennes, Indiana,as well as Kokomo, '
Indiana at Terrace Trace Towers and Civic Center Towers. success of this event is due to huge efforts and colLr,
In collaboration with the coordinator, Resident Councils have with distributors,the attendance of our residents, and all the
been supportive of holding events at each site. Riverview hard work of the EHA and Advantix Staff. And let us not forget
Apartments held its first event, hosting the Williams' Brothers receiving assistance frorii the awesome participants
Health Care Pharmacy as requested by many residents. Other of Youth Build!"
sites also welcomed a host of vendors who presented and The Fall of 2022 was no less busy! Back-to-school events were
passed out pamphlets and other'freebies'. Some of those held at site locations to prepare children for the new school
included: Buckner Tower-Roxie McCool with Angels Care Home
Health; Kennedy Tower-Smoke-Free Communities;White Oak year. Advantix Management staff sponsored a "Back to School
Cookout"at Fulton Square Apartments. Dozens of families
-Anthem Medicaid/Medicare;and Fulton Square and Evansville came out to socialize and receive free lunches,backpacks,
Townhomes-Genevieve McGuire, Director of Right to Life of school supplies, and haircuts. The event was sponsored by
Indiana,to name a few.
the Salvation Army and Salon Professional Academy of
In August of 2022, Evansville Housing Authority held its Evansville, Indiana.
2nd Annual Community Resource Fair. Over 30 vendors Resident Services has been a vital factor in communications,
and distributors were in attendance on this picturesque resources, and advocation for better relations,trust, and respect
day. Hundreds of residents and people from the community between residents and administration. We look forward to 2023
came out to support this event and take advantage of the and additional opportunities the Resident Services department
vast resources, information, and giveaways made available will generate for our families.
• to them. Resident Initiatives Coordinator. Laffette said, "The
twase .fit # ''' .w ,�
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www.advantixcorp.com I www.evansvillehousing.org 111
FAMILY SELF-SUFFICIENCY PROGRAM
H 2022 HIJu ,-,v, F,1, 3 ti, 1.',., ,.t.t II
Sufi I ,:trl,_y (F> l P.m.?, ;1__, t ti- H- i,'�,II,: 20 clients graduated from FSS 7 clients graduated from
,/,,-i. . 51 5' It ,SII", -Cr':I . ‘- I rIr 11r ,11r , - with a total of$121,403.68 FSS/GAIN with Stephen
•-1 i• i H,.k 0.1,, I I'..),t , , "J 1 -i r,:, -II Ir i' ' . I, Cr.,„.,. awarded in escrow Ralph from Evansville
n1 i, HI' ; FS, , ;r rr1 , , I 1 .,, $34 was lowest escrow Christian Life Center
I:II: tr'c- Ili n..r.-,n..; n, -,uI, 'o .1 -,;,,, ' - ' '. ._ , and$20,104.84 was 7 FSS enrollments
`” highest escrow 6 Emergency Housing
4 FSS clients graduated from Voucher(EHV)participants
Over tho I; 1-.!- y..,-ir, i tnra, ,1 'I ? , ,. •'rr, 11 I '1L 1i.1r 'il 11 F, FSS and purchased homes enrolled in FSS program
13 workshops were offered
throughout year+10 ISS
GAIN sessions
Financial Psychology (Nourish Program) M
Ben Joergens
Dealing with DebtT 1
(Old National Bonk) Tori Dillinger ��
Budgeting (HOPE of Evansville) ; _y I 1
Ben Joergens
Homeownership
(Old National Bank) Counseling _ ��
r
One-on-One Budgeting Nikki Waller :�. ... —
TM w ,..-
Ben Joergens (HOPE of Evansville) ' `�
lioi �u
(Old Notional Bank) Homeownership
Coping with Anxiety& Birdie Harrison d _A.
Difficult Emotions (Habitat for Humanity) ... FSS Graduate FSS Graduate duate
Patrica Watkins EHA Homeownership
(Ivy Tech with Voucher
Community College)
Assistance Program
GAIN Program Series Ginny Smith(EHA) v Al- illr -,
(10 Sessions) Medicaid Benefits - - ,,,
Stephen Ralph Joanna Wilson(Anthem)
(Evansville Christian '�' ,. 1-
Life Center) Vision Boards !i: I
Sharon Gillespie _°'�
Meal Planning,Shopping, (Maglinger :. '
&Cooking on a Budget Behavioral Services)
Amanda Bradshaw-Burks :ice =G.
• — ;&a ung:.:
FSS Graduate ' raduate •' -.uate
y�os J
A
I.,/,-r, i''_ -ll. 1', 4 Illi i.-_, I I:_ ,('_' ,I.-I [I' ,iv UI'',II
closely with EHA leasing agents by encouraging them to discuss
rhe I- proeram with ti)eir clients anti ft00wini up in referrals t0 41"
•
ii j5-' 'i,
a a\,ts..
'j
Homeownership Workshop , nership Workshop FSS Graduate FSS Graduate
12 1500 SE 10th Street•Evansville,IN 47713
YOUTHBUILD 2022
Individual growth mindset became more with the Tri-state Food Bank, Youth Build Evansville was able to
evident through excitement and buy in from build an internal food pantry that has served over 1000 pounds
Youth Build participants in 2022.Enrollment of food. A local bank partnered with us to provide financial
YOUTHBUILD sits at just over 40 youth as we enter literacy courses.
`"""s""E our second year of programming.These
Work One was a weekly service provider in case management
youth have completed mental toughness and supportive service support. Utilizing their Neighborhood
and engaged in goal setting through the Navigators program, our students were able to participate in
development of their IDP(Individual Development Plan). paid internships with Advantix and Carver Daycare... 66%of
Walking hand in hand with students as they overcome daily our participants obtained full employment as a result of
challenges and celebrating successes,YouthBuild Evansville these partnerships.
boasts over half completion and over 70%attaining measurable
skills gains.Our students also proudly retained a 0% recidivism Partnerships with several employers have unfolded over the
rate for program year 2022. past year, and we look forward to continuing conversations
around how YouthBuild Evansville can provide quality
We made several community alliances to provide assistance programming and excellent candidates into the workforce.
to our young people. We connected with the local food bank
who provided a list of locations and times where students in Together we can"Build Better Lives!"
r,er,d ,-,,,, ,-i t-,,-, , ! h-,r n,,:,,1 e •_i, .day.Working together.
FSS SUCCESS STORIES: • ' 64..
When Lisa started
_ ;' the FSS program, � 4 ... _ ,
_ she was not J
1 a
°"' employed and = FA _ ,r received assistance 1 A�4 through Food iir
it Stamps and TANF. t it __-_,A
She met with
„ Jnn ._./ i t WorkOne during
Homeownership her job search and I
Graduate FSS Graduate .
then worked for
ARC of Evansville for over 4 years. One of the last goals that Lisa
needed to accomplish was to acquire her High School Equivalency J{JJIJ
(HSE) certification. She worked with the Vincennes University _, "
Adult Education Program at Trinity Church and then studied on her x y PPP°
own to eventually complete her HSE testing at Ivy Tech. Lisa has , ' '‘.1--, ��y Q _ "
worked hard to accomplish her goals in order to graduate from the
FSS program. This was accomplished in December 2022 and she vi6 IP ' t ,;;,,.
received her escrow.. with constant support and encouragement `!a` , .
from her FSS coordinator,Ginny Smith. 1 V< 7
•. t• • ik
Lakesha started the FSS Program in March 2017 and has worked4 it � '� !'' `�°
consistently while in the program. She changed jobs in the last year, Ai- 1 4
however, those changes were all for increases in pay or benefits. "
Lakesha graduated from ESS in March 2022 and received her
escrow. Lakesha was also involved in Habitat for Humanity and has __
worked hard to complete all the requirements. Lakesha closed on
her Habitat house on August 1, 2022 and became a homeowner.
She was also able to utilize the EHA Homeownership with Voucher �m'�d_"_ a . ' ',- I'
Assistance program. Lakesha worked hard to accomplish this goal • iti ,,..,.,.
• 5,-",-
�
of homeownership and encourages all to utilize resources made . . s i ;+' s. -r_",, l
available through EHA,Habitat for Humanity,and HOPE of Evansville I �1 W1X►
to name a few.
ti , Aro`` 4....
G
www.advantixcorp.com I www.evansvillehousing.org 113
HOUSING CHOICE VOUCHER PROGRAM
The Evansville Housing Authority's Housing Choice Voucher EHA has the capacity to address homelessness for a minimum
Program found success partnering with different agencies in of twenty-six families through the Emergency Housing Voucher
calendar year 2022. The collaborative efforts between EHA and Program. For this program, EHA was able to assist families with
these agencies led to us being positioned to help secure housing multiple layers of assistance outside of just rent including paying
for homeless individuals and other difficult barriers to overcome. for deposits, utilities, furniture, and other essential items needed
EHA collaborated with the Department of Veteran's Administration for new renters.
to offer thirty-one VASH vouchers to homeless veterans. Included Finally, the agency was awarded eleven additional vouchers to
with this collaboration was a mental health piece for Veteran's to its surprise in 2022. These vouchers gave the agency flexibility in
receive supportive services from a mental health provider. deciding how to utilize them.The agency partnered with the YWCA
The agency also collaborated with the Department of Children to offer permanent housing opportunities to homeless women
Services to offer housing opportunities to young adults exiting and those housed in transitional housing due to being victims of
foster care through the Foster Youth Initiative (FYI) Voucher domestic violence. This program was welcomed by the YWCA's
Program. To further contribute to them not having their housing Leadership because it offered a faster exit from the temporary
interrupted, EHA committed to offering these recipients a regular housing they offer to such families.
housing choice voucher when their FYI voucher expires after the EHA is excited about 2023 and new things on the horizon for
three-year term. its voucher program. We hope to continue to be the leader and
EHA also partnered with Evansville's Aurora, an organization that largest provider of affordable housing opportunities in Evansville.
works directly with homeless families. Through this partnership, The agency will also continue to encourage renters to become
Homeowners via EHA's Homeownership Program.
•
•
iP
•
PROJECT BASED VOUCHER PROGRAM
l i,e RAD PBV team worked closely with Property iviai iabei L,at the sites to keep things running smoothly and units leased up. Early in
2022,staff initiated an"Application Blitz"in order to purge applicants that applied years prior and were no longer in need of housing
assistance through EHA. Nearly all applicants on waiting lists were selected and asked to contact Management offices to update their
application and provide required documentation. Three separate gatherings were also offered to allow multiple applicants to come to
the Kissel Center to have their applications processed immediately onsite. It was a success...the Occupancy Rate increased 6.7%for the
year,resulting in a year-end rate of 95.6%overall.
The newly constructed Erie Pointe apartment building was completed in 2022,and the waiting list is now managed by the PBV
department for new move-ins beginning in February 2023. The RAD waiting list policy was also revised in 2022 to give applicants more
options on where they can live once they are selected and approved for housing.
14 1500 SE 10th Street•Evansville,IN 47713
EVANSVILLE HOUSING AUTHORITY
the Hou3ing Authority or the Lity or Evansvllie (EHA) non-profit affiliate, Advantix Development Corporation,
was legally formed in 1942, but long before our official renovated and converted subsidy assistance for all 888
incorporation, discussions were being held in the 1930s units of public housing to project-based vouchers. The
over housing the low-income in Evansville, Indiana. As part conversion ultimately secures EHA's ability to provide
of Franklin D. Roosevelt's Public Works Administration,the affordable housing well into the future for our residents
inception of EHA began as Evansville was one of 35 cities to and the community as a whole.
receive a public housing project grant for the development EHA also administers 1,302 Housing Choice Vouchers
of Lincoln Gardens in 1937. (HCV), 30 Veterans Affairs Supportive pportive Housing (VASH)
EHA's mission was and continuesto revolve around promoting Vouchers, 803Project-Based Vouchers (PBV) 17 Emergency
adequate and affordable housing, economic opportunity, Housing Vouchers, and 18 Homeownership Vouchers,
and a suitable living environment free from discrimination in ultimately serving nearly 5000 individuals throughout the
Evansville, Indiana. Our agency strives to expand the supply City of Evansville at any given time. Families and individuals
of assisted housing, improve the quality of housing, increase receiving housing assistance have the opportunity to
choices in assisted housing, improve quality of life and participate in self-sufficiency programs such as the Family
economic viability, promote self-sufficiency, and continue to Self-Sufficiency (FSS) Program, YouthBuild Evansville,
ensure equal opportunities for all. Caldwell YMCA,and Fulton Boys and Girls Club. In addition,
In November 2018, EHA successfully transitioned from EHA's Resident Service Department works diligently with
traditional public housing roots to HUD's Rental Assistance resident councils and community partners to offer our
Demonstration (RAD) program after five years of planning residents and members of the community a variety of
and implementation. In a cooperative effort, EHA and its workshops, health fairs, and food programs to name a few.
EHA LOCATIONS •
EVANSVILLE HOUSING HOUSING CHOICE PROJECT BASED FAMILY SELF- YOUTHBUILD
AUTHORITY VOUCHER PROGRAM VOUCHER PROGRAM SUFFICIENCY PROGRAM PROGRAM
SOU Sn 10th St. 411 SE 8th St. 411 Sr_ 3t4 It. 411 SC 6tli 51. LIS SL oiLI<Jr.Blvd.
Evansville, IN 47713 Evansville, IN 47713 Evansville, IN 47713 Evansville, IN 47713 Evansville, IN 47713
812.428.8500 812.428.8548 812.428.7786 812.428.7786 812.909.1962
ADVANTIX DEVELOPMENT CORPORATION
Formed in 2007, Advannx Development Corporation jurisdictions to develop several types of affordable housing
serves as the not-for-profit development instrument of the in Indiana and surrounding areas. Currently, Advantix
Evansville Housing Authority. Its mission is to own,operate, operates over 1,400 units of affordable housing throughout
acquire and develop housing for low to moderate-income the state of Indiana. Providing quality affordable housing
families. Since 2007,Advantix has served as developer and opportunities, improving the communities in which we
general contractor for both 4%and 9%Low Income Housing work,and building strong local partnerships are the primary
Tax Credit development projects.Advantix works with local focuses of team at the Advantix Development Corporation.
ADVANTIX LOCATIONS
BUCKNER TOWER CORYDON SCHOOL FULTON SQUARE RIVER VIEW TERRACE TOWER VALLEY COURT
717 Cherry St. SR.LOFTS APARTMENTS 104 N.1st St. SOS S.Bell St. 300 W.Center Rd.
Evansville,IN 47713 ct,r, :i_stnut St. Vincennes,IN 47591 Kokomo,IN 46901 Kokomo,IN 46902
812.428 8521 Corydon,IN 47112 Evansville,IN 47710 812.316 0809 765 459 7436 765 4'59.7446
CALDWELL HOMES 812.705.5194 SARGENT PLACE TRAILSIDE TOWNHOMES VISION 1505
736 tryst S:reer EVANSVILLE TOWNHOMES JOHN CABLE APARTMENTS I'JIrGum St. 1125 S ,,aiot St. 1505 v 3rd Ave
Evansville,IN 47713 420 S.E.10th St. 1111 Cherry St. Kokomo,IN 46902 Kokomo,IN 46902 Evansville,IN 47714
812.428.8527 Evansville,IN 47713 Evansville,IN 47713 765.459.7409 765.450.8360 812.423.1200
CIVIC CENTER TOWER 812.602.3370 812.402.5993 SCHNUTE APARTMENTS WHITE OAK MANOR
200 E.Taylor St. ERIE POINTE KENNEDY TOWER _.,.,L N rrrir,:,r S; S;tS 4.)t ;o,vpn Ave.
Kokomo,IN 46901 320 Lincoln Ave, 315 SE MLK Jr Blvd. Evansville,IN 47710 Evansville,IN 47712
765.450.3389 Evansville,IN 47713 Evansville,IN 47713 812.428.8531 812.428.8532
812.402.5993 812.428.8520
www.advantixcorp.com I www.evansvillehousing.org 115
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Balance Sheet
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A Evansville Housing Authority unaudited Balance Sheet PDVANTI)(
The Housing Authority as of December 31,2022.
of the City of Evansville
Evansville Housing Advantix Combined
Authority
Assets
Current Assets
Cash 2,403,462.87 8,756,385.33 11,159,848.20
Accounts receivable 112,625.25 1,727,219.99 1,839,845.24
Other Current Assets 176,908.94 3,300,907.61 3,477,816.55
Total Current Assets 2,692,997.06 13,784,512.93 16,477,509.99
Long Term Assets 22,377,102.18 10,629,577.20 33,006,679.38
Total Assets 25,070,099.24 24,414,090.13 49,484,189.37
Liabilities and Net Position
Current Liabilities
Accounts payable 36,305.55 1,500,743.37 1,537,048.92
Other Current Liabilities 175,046.08 109,267.91 284,313.99
Total Current Liabilities 211,351.63 1,610,011.28 1,821,362.91
Long Term Liabilities 1,320,595.10 416,372.25 1,736,967.35
Total Liabilities 1,531,946.73 2,026,383.53 3,558,330.26
Net Position 23,538,152.51 22,387,706.60 45,925,859.11
Total Liabilities and Net Position 25,070,099.24 24,414,090.13 49,484,189.37
Filed in Clerk's Office
JUN 212023
DAWN M.JONES
CITY CLERK,SOUTH BEND,IN
A Equal Housing Opportunity Statement:We are pledged to the letter and spirit of U.S.policy for the achievement of equal housing opportunity throughout
the Nation.We encourage and support an affirmative advertising and marketing program in which there are no barriers to obtaining housing because of race,
E.....NOwm. color,religion,sex,handicap,familial status,national origin or any other classification protected by applicable federal,state or local law.
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