Haverland Carter

EMMA Link: HCLG Financial Statements (see "Continuing Disclosure") 

• HCLG Financial Results 6 months ended 9/30/2022 

• HCLG Operating Date for year ended 3/31/2022 

• HCLG Operating Data for year ended 3/31/2021 

• HCLG Operating Data for year ended 3/31/2020 

• HCLG Consolidated Financial Statement History (2010-2019)

• HCLG Financial Statements through 3/31/2019

• HCLG Financial Statements through 6/30/2018

• HCLG Consolidated Financial Statements FY 2020, 2021 

• HCLG Consolidated Financial Statements FY 2019, 2020 

  • Audit Summary (Angie Julian) 11/25/2020 

• HCLG Consolidated Financial Statements FY 2018, 2019

• HCLG Consolidated Financial Statements FY 2017, 2018

• HCLG Consolidated Financial Statements FY 2016, 2017

• HCLG Consolidated Financial Statements FY 2015, 2016

• HCLG Consolidated Financial Statements FY 2014, 2015

• HCLG Consolidated Financial Statements FY 2013, 2014

• HCLG Consolidated Financial Statements FY 2012, 2013

• HCLG Consolidated Financial Statements FY 2011, 2012

• HCLG Consolidated Financial Statements FY 2010, 2011

EIN: 27-2027950

• 990 HCLG 2022 from 4/1/2022 to 3/31/2023 

• HCLG 2021 990 Tax Form from 4/1/2021 to 3/31/2022 

• HCLG 2020 990 Tax Form from 4/1/2020 to 3/31/2021 

• HCLG 2019 990 Tax Form from 4/1/2019 to 3/31/2020 

• HCLG 2018 990 Tax Form from 4/1/2018 to 3/31/2019

• HCLG 2017 990 Tax Form from 4/1/2017 to 3/31/2018

• HCLG 2016 990 Tax Form from 4/1/2016 to 3/31/2017 

• HCLG 2015 990 Tax Form from 4/1/2015 to 3/31/2016 

ProPublica Nonprofit Explorer (to search for 990s) 

• Fitch Changes Bond Rating for HCLG from BB+ Negative to BB Stable 11/15/2023 

• HCLG Obligated Group Bondholder Notice of Consultant Retained 10/18/2023 

• 2023 Auditors' Compliance Statement 8/11/2023  

• 2021 Auditors' Compliance Statement for year ended 3/31/2021 

• 2020 Auditors' Compliance Statement for year ended 3/31/2020 

• Notice of Redeption-2012 Series Bonds (647377AW0) 6/1/2023 

• First Amendment to Continuing Disclosure Agreement - 2019 Bonds 8/16/2022 

• Notice of Redemption- HCLG Bonds Series 2012 7/1/2022 

• Notice of Defeasance and Redemption HCLG Bonds Series 2012 (Correction) 5/25/2022 

• Fitch Affirms Haverland Carter at BB+, Outlook Stable 11/30/2021 

• Fitch Revises Outlook of Haverland Carter Obligated Group to Negative; Affirms Ratings at B+ 11/21/2022 

• Fitch Downgrades Haverland Carter Obligated Group to 'BB+'; Outlook Revised to Stable 8/26/2001 

• Fitch Rates Haverland Carter Ralston Creek Guaranteed Debt Obligations 'BBB-'; Outlook Negative 9/1/2020 

  • Fitch Rating Open Mic Presentation (Zoe Rae) 9/30/2020 

  • Fitch BBB- Rating outlook changed from stable to negative - LVL (Angie Julian) 9/2/2020 

  • Fitch BBB- Rating outlook changed from stable to negative - NiRR (Angie Julian) 9/2/2020 

  • HCLG Bond Outlook (Angie Julian) 11/25/2020 

• HCLG PiperJaffray Bond Placement (Rick Lohr-PJC) 7/31/2019

• HCLG 2019 bond series Official Statement 7/1/2019 (Insights)

• 2019 Bond Potential Impact on HCLG Debt 6-27-2019

• NMHELC Authorization of HCLG Series 2019 Bonds 5/7/2019

• Bond Ratings Explained (from Fidelity)

• Fitch downgrades HCLG bonds to BBB- 6/18/2019 

• Fitch affirms Haverland Carter BBB Rating 6/26/2018

• HCLG & Fitch Ratios 9/26/2017 

• Series 2010A LVL Bond (Nueva Vista) - Official Statement ($18,885,000) 6/2/2010 

• Series 2012 HCLG Bond - Official Statement ($42,525,000) 1/16/2013 

• Series 2015 Sommerset Project - Official Statement ($15,370,000) 7/22/2015 

• Series 2017A & B Ralston Creek Project - Official Statement ($48,135,000) 5/10/2017 

• Series 2019 A, B, & C -HCLG Bond (LVL Expansion) - Official Statement ($112,590,000) 7/16/2019 

• Series 2022 HCLG Bond (2012 Refunding) - Official Statement ($30,540,000) 12/6/2021 

• Series 2022 HCLG Bond (2012 Refunding) - Supplement  12/6/2021 

• LVL Financial Advisory Committee Meeting (Shay Wallace, Angie Julien) 8/22/2022 

  • LVL Key Financial Metrics (Stoplight) 6/30/2022 

  • Obligated Group Key Financial Metrics (Stoplight) 6/30/22  

  • La Vida Llena Occupancy 7/31/2022 

• HCLG/LVL Quarterly Financial Report 9/30/2021 (Angie Julian) 11/19/2021

• HCLG/LVL Quarterly Financial Report 3/31/2021 (Angie Julian) 7/19/2021 

• HCLG/LVL FY2022 Budget & Quarterly Financial Update as of 12/31/2020 (Angie Julian) 

• HCLG Quarterly Financial Report 9-30-20 (Angie Julian) 11/25/2020 

  • HCLG Bond Outlook (Angie Julian) 11/25/2020 

  • HCLG Audit Summary (Angie Julian) 11/25/2020 

  • HCLG Consolidated Financial Statements FY 2019, 2020

• HCLG Financial Audit Report Executive Summary FY2020 (CliftonLarsonAllen) 7/31/2020 

• LVL Budget FY20-21

• HCLG LVL Budget Update (DeVon Wiens) 3/4/2020

• HCLG Quarterly Update - Human Resources (Lynne Carlberg) 10/6/2021 

• HCLG Corporate Office Update (Lynne Carlberg, DeAnn Eaton, DeVon Wiens) 12/10/2019

• HCLG Corporate Office Update (DeAnn Eaton, DeVon Wiens) 7/31/2019

• NiRR HCLG Corporate Office Update (DeAnn Eaton, DeVon Wiens) 7/22/2019 

• LVL Capital Expenditure Presentation (Joe Gomez, Dee Skinner) 4/23/2019