HomeMy WebLinkAboutHEO Staff Resumes
HEO MANAGEMENT AND MAINTENANCE, LLC
TYRONE GARRETT, CHIEF EXECUTIVE OFFICER
1524 S. 16TH STREET
WILMINGTON, NC 28401
(910) 341-7700
H O U S I N G
a n d
ECONOMIC OPPORTUNITIES
The City of Wilmington Housing Authority has been managing both the mixed
income communities of Creekwood and Rankin Terrace since 1972. Those
responsibilities include unit lease up, recertification, RTSC upload and daily
maintenance. Recognizing how vital these functions were, the administration felt the
need to create a formal management function within the Agency. HEO Management
and Maintenance, LLC was created in 2023 as a subsidiary to Housing and
Economic Opportunities, Inc. Our mission is to deploy t he considerable expertise of
our leadership, staff, and partners towards the goal of providing outstanding
residential property management and maintenance services to the Southeastern
North Carolina community. Who we were yesterday does not represent who we are
today.
With extensive experience in affordable housing property management,
maintenance, finance and development, the principals of HEO Management and
Maintenance, LLC possess the knowledge and expertise needed to manage the daily
operations of any size or configuration of multifamily rental property.
H O U S I N G
a n d
ECONOMIC OPPORTUNITIES
The Property Management Team
Tyrone Garrett, JD – Principal & CEO
Tyrone Garrett has over 28 years of local/state government and
corporate/non-profit knowledge combined with organizational transformation;
security and public safety; real estate development; affordable housing expertise;
workforce development programing. Currently he serves as the Chief Executive
Officer for the City of Wilmington Housing Authority, NC (WHA) with oversight
as the City’s largest affordable housing provider.
In June 2021 he began the Ty Garrett Group offering services in the areas
of public housing technical assistance and troubleshooting; interim CEO
administration for government and corporate entities; affordable housing
development through RAD; mixed income housing development via LIHTC; non-
profit strategic planning and board creation; owner representation and economic
development all with an emphasis on human capital and resident engagement for
the most vulnerable populations. During 2021 he assisted the Parker | Lawrence
Firm of Nashville, TN with a Rental Assistance Demonstration (RAD) initiative
for a respective client.
Before assuming the leadership role at WHA, Tyrone served as the
Executive Director and Chief Executive Officer of the District of Columbia
Housing Authority and Police Department (DCHA). He managed the agency’s
$500 million budget and $1 billion public housing portfolio that served nearly
50,000 residents over a four-year period creating an unprecedented
“Transformation Plan”. During that same period, he restaffed the operations
department and replaced a third-party management group supporting a Wells
Fargo LIHTC initiative.
He served for sixteen years as the Executive Director of the City of Long
Branch Housing Authority with management oversight of both the Asbury Park
and Red Bank Housing Authorities. Mr. Garrett guided the City of Long Branch
Housing Authority to eight Tax Credit Awards utilizing three (3) subsidiaries,
Maestro Community Development Corporation, Maestro Management and
Compliance, and Shore Point Management and Maintenance Group in partnership
and management with Penrose Partners and Conifer Realty in New Jersey along
with Brinshore Development in Illinois. Handling redevelopment and LIHTC
transactions that totaled over 150 million dollars a nd a total of 600 units. In fact,
Maestro was one of the first organizations to utilize the RBC Credit Enhancement
Program created by HAI Group. Maestro served as one of the guarantors for the
Freeport Housing Authority.
Tyrone is a graduate of both the University of Virginia and Rutgers University
School of Law and attended Executive courses at the John F. Kennedy School of
Government at Harvard University. He has given numerous presentations throughout
the nation on affordable housing. While being an adjunct instructor at both Rutgers
University Bloustein School of Public Policy and Penn State University - Abington
teaching four (4) courses: Strategic Planning; Organizational Change Management;
Principles of Redevelopment and Asset Management. He has served as vice chair of
both the advisory board of the Federal Home Loan Bank of NY and the HAI group
Boad of Directors.
Collese Morris – Director of Property Management Services
Ms. Collese Morris Evans has served as the VP of Property Management for
the Wilmington Housing Authority (WHA) since 2019. However, Ms. Morris has
served in a number of positions with the Housing Authority, including HR
Coordinator, Leasing Agent, Assistant Property Manager, and Tenant Selection
Coordinator. Overall, Ms. Morris has served the Housing Authority for 23 years.
She has also received numerous trainings and certifications during her tenure with
WHA, including Public Housing Management, Occupancy Specialist for Public
Housing, Fair Housing Training, and training and certificates in EIV for Public
Housing and HCV program.
Ms. Morris attended Miller Motte Community College, where she took
classes in basic accounting. In 2001, she attended Cape Fear Community College,
where she obtained a certificate for Computerized Office Specialist. A native of the
Wilmington area, Ms. Morris has always had a heart for serving and giving back to
her community.
An empathetic professional with decades of experience serving her
community’s most vulnerable individuals, Ms. Morris has always been driven to
supply her time, knowledge, contributions, compassion, sometimes even a shoulder,
and/or assistance, to those who need encouragement, a hand up, a second chance, a
new outlook, and a brighter disposition. Her work philosophy is simple: find ways
to gain what is missing in her work environment and with the residents she serves
by “getting back to the root”. By doing so, Ms. Morris belief is it will bring back
that core piece that has been missing in public service roles, due to all the changes
in the world that surrounds us.
My vision is to have a community of people who are happy, have better living
conditions, and quality of life, served respectfully, live safely and peacefully, with
the dignity, and value that is deserved. And to have a staff and work environment
that is proud, that sets the standards, implement the policies and procedures, willing
to go the extra mile, respected and appreciated by those they serve, stand firm on the
mission of housing, while working hand in hand with each other and the residents.
The Compliance Team
Zorya Elkins – Senior Vice President of Compliance and Housing Operations
Zorya Elkins has worked with the Housing Choice Voucher Program since
2007, starting in Fort Wayne, Indiana. While at the Fort Wayne Housing Authority,
Zorya served as an Intake Specialist, Housing Specialist, Lead Specialist, Program
Supervisor and Program Manager. She was a part of and led a team that received
HUD’s High Performer rating for multiple years, was instrumental in the application
that granted the agency’s Moving to Work Designation, one RAD Conversion and
the implementation of Project Based Vouchers at 3 additional p roperties. As the
Program Manager, she oversaw more than 3000 vouchers, spent over 16 million
dollars a year in HAP and managed a small neighboring Housing Authority that
administered 175 vouchers.
In 2022, Zorya joined the Wilmington Housing Authority as Director of
Housing Choice Voucher program. Since being at the Wilmington Housing
Authority, she has worked to build relationships with Landlords, by streamlining old
processes, putting a staff person in place to assist with specifically deal with
Landlord issues. She has updated the waiting list and has begun the process of
leasing families. She has instituted processes that provide checks and balances to
improve audit scores, as well as confirm proper calculations. In 2023, Ms. Elkins
was moved to SVP of Compliance and Housing Operations to assist all departments
with being audit ready and compliant. In that role, she has assisted with updating
documents, process and procedures and helping determine what training is needed
by staff.
Ms. Elkins has received Certification in Housing Choice Voucher Specialist,
HCV Program Management, Developing and Managing PBV, Housing Quality
Standards, HCV Homeownership, RAD Specialist and Leadership training. She
feels that the most rewarding part of her career is the opportunity to help families
become self-sufficient across generations.
The Maintenance Team
Marcus Gregory – Senior Vice President of Maintenance & Operations
Marcus Gregory has over 25 years of facilities management leadership experience.
Currently he serves as the Sr. Vice President of Maintenance Operations for the
City of Wilmington Housing Authority, NC (WHA).
In September 2016 he began MarkVII Facilities Management Consultants, offering
professional facilities management support services for public school districts,
colleges & universities, as well as health and government entities.
Previously he has served as Assistant Superintendent of Facilities and Operations,
Arlington Public School District, Arlington VA; Director of Maintenance and
Operations, Shoreline Public School District, Shoreline WA.; Senior Regional
Facilities Director, GCA Services Group, Norfolk VA.; Assistant Director of
Facilities Management, Norfolk Public School District, Norfolk, VA; Facilities
Area Manager, Sodexho Marriott, Norfolk, VA.
Mr. Gregory has provided oversight for numerous multi-site facilities projects,
maintained contractual oversight and direction for multiple educational and
municipal facilities projects during acquisition, minor/major maintenance &
modification, construction, and demolition phases. He has ensured sustained
optimum quality levels in both environmental and operational areas during key
transitional periods.
Marcus is currently a Doctoral Candidate/Organizational Leadership (Northcentral
University, Prescott, AZ.), has obtained an MBA in Business Management (Florida
Institute of Technology/Melbourne, FL.), BBA in Business Management (Strayer
University/Chesapeake, VA.), and A.S Degree in Electrical/Electronic Technology
(Commonwealth College, Virginia Beach, VA.).
Marcus’ leadership is centered on developing a refined holistic approach to
management and team building, through highly skillful communication, and
collaborative abilities and strategies.
The Finance Team
Kinteh Darboe – Chief Financial Officer (CFO)
Mr. Kinteh Darboe has been the current Senior Vice-President for Finance and the
Chief Financial Officer with the Housing Authority of Wilmington. He is directly
supervising the Finance, Accounting, Contract, Procurement, and IT Departments.
Mr. Darboe has over 15 years’ experience in the Public Housing industry as the
Chief Financial Officer and over 5 years’ experience in the Private sector in senior
management positions. His experience in Public Housing Financial management
includes Housing Choice Voucher Program, Capital Funds, Grant Management,
Low Income Housing Tax Credits, Human Resources, and Insurance. Before
coming to Wilmington Housing Authority, he worked in the District of Columbia,
Colorado and Wake County, North Carolina.
He obtained his undergraduate accounting degree at Elon University and
master’s degree in economics at North Carolina A & T State University. He
attended many HUD training courses and other certificates in Supervisory and
Management courses. Also, he taught for many years as an Adjunct Instructor in
the Business Department at Wake Technical Community College and Shaw
University in Raleigh, North Carolina.
Our Professional Partners
The Banks Law Firm, LLC – Legal Counsel
The Banks Law Firm, P.A. (the “Firm”) consists of seventeen (17) full time
attorneys who practice in the areas of affordable housing and community economic
development, housing authorities laws (including HUD regulations and state
housing authority statutes and regulations), public records, open meetings and other
sunshine laws, government contracts and procurement, administrative law,
bankruptcy, business and corporate law, church law, civil litigation, collections,
environmental law, health care, labor and employment law, land use and zoning,
nonprofit corporations, municipal corporations, public finance, real estate law and
trusts and estates. The Firm has offices in South Carolina, North Carolina, Georgia
and Texas.
The Firm specializes in affordable housing and community economic
development law. Affordable housing and community economic development law
is a multi-disciplinary legal practice that combines the skills of attorneys
experienced in municipal law, busines s, tax, real estate, and administrative law in
addressing the following topics: private-public partnerships, public housing laws,
municipal corporations, mixed finance transactions, Rental Assistance
Demonstration (“RAD”) Program transactions, municipal lending, multifamily
housing bonds, the HOME program, community development block grants,
community housing development organizations, enterprise zones, low -income
housing tax credits, substantial rehabilitation tax credits, historic preservation tax
credits, new markets tax credits, real estate financing, residential real estate, non -
profit corporations, for-profit corporations, limited partnerships, limited liability
companies, syndications, the Community Reinvestment Act, community
development banks, opportunity zones, legislative representation and federal and
state procurement.
In providing support to our clients in their ventures, instead of just ensuring
compliance with applicable laws, the Firm undertakes a broader role to address our
clients’ business and financial interests and organizational vision, so that the result
is not just ensuring that our clients continue business as usual, but an expansion of
their organizational capacity and resources.
HEO Properties (.allheo)
Balance Sheet
Period = Jul 2023
Book = Accrual ; Tree = ysi_bs
Current
Balance
0999-99-000 All 1000-00-
000 ASSETS
1001-00-000 CURRENT ASSETS:
1100-00-000 CASH
1110-00-000 Unrestricted Cash
1111-10-000 Cash General Fund -2,097.04
1111-40-000 Cash HEO Operating 223,297.68
1111-41-000 Cash Jervay House Operating 9,356.37
1111-42-000 Cash Pearce House Operating 14,182.75
1111-43-000 Cash HEO Partners 286,788.10
1111-99-000 Total Unrestricted Cash 531,527.86
1112-00-000 Restricted Cash
1112-01-000 Cash - Security Deposits 4,300.22
1112-03-000 Cash Operating Reserve 30,730.00
1112-04-000 Cash Replacement Reserve 46,133.23
1112-99-000 Total Restricted Cash 81,163.45
1119-00-000 TOTAL CASH 612,691.31
1120-00-000 ACCOUNTS AND NOTES RECEIVABLE
1122-00-000 A/R-Tenants 7,788.56
1122-01-000 Allowance for Doubtful Accounts-Tenants -1,873.90
1129-41-000 A/R-Jervay House 152,800.00
1129-42-000 A/R-Pearce House 23,800.00
1149-00-000 TOTAL ACCOUNTS AND NOTES RECEIVABLE 182,514.66
1160-00-000 OTHER CURRENT ASSETS
1211-00-000 Prepaid Expenses and Other Assets -720.20
1260-00-000 Inventories-Materials 438.65
1295-00-000 Interprogram-Due From 100,000.00
1299-00-000 TOTAL OTHER CURRENT ASSETS 99,718.45
1300-00-000 TOTAL CURRENT ASSETS 894,924.42
1400-00-000 NONCURRENT ASSETS:
1400-02-000 Land 360,000.00
1400-05-000 Buildings 2,054,662.50
1405-05-000 Accum Depreciation-Buildings -573,619.72
1441-07-000 N/R Pearce House Loan 465,306.00
1441-08-000 N/R NBH CDBG Loan 300,000.00
1441-09-000 N/R Jervay House Loan 289,217.37
1441-10-000 N/R NBH Loan 986,908.00
1441-11-000 N/R Jervay House Loan 2 61,031.37
1441-13-000 N/R RPT LLC 657,943.00
1443-01-000 A/R Deferred Dev Fee RPT 127,598.00
1443-03-000 A/R Dev Fee NBH 90,139.60
1444-02-000 Accrued Int Dev Fee NBH 3,929.80
1444-03-000 Accrued Int NBH Loan 48,441.00
1449-99-000 Allowance for Doubtful Accounts-Other -1,624,566.00
1450-00-000 Deferred Outflows of Resources 17,184.14
1480-32-000 General Capital Activity - CWS Mold Remediation 300.00
1499-99-000 TOTAL NONCURRENT ASSETS 3,264,475.06
1999-00-000 TOTAL ASSETS 4,159,399.48
2000-00-000 LIABILITIES & EQUITY
2001-00-000 LIABILITIES:
2100-00-000 CURRENT LIABLITIES:
2111-00-000 Accounts Payable -1.70
2111-01-000 Accounts Payable - Other 10,038.40
2114-00-000 Tenant Security Deposits 4,300.00
2130-00-000 Current Portion of LT Debt 16,956.00
2145-00-000 Interprogram-Due To 261,600.00
2240-00-000 Tenant Prepaid Rents 5,156.84
2260-00-000 Accrued Compensated Absences-Current 276.86
2299-00-000 TOTAL CURRENT LIABILITIES 298,326.40
2300-00-000 NONCURRENT LIABILITIES:
2305-00-000 Accrued Compensated Absences-LT 477.41
2310-14-000 Loan Payable - NCHFA 726,536.01
2310-15-000 Loan Payable - CDBG 200,000.00
2310-16-000 Loan Payable - HEO 526,337.37
2310-18-000 Loan Payable-COCC 307,943.00
2360-00-000 Deferred Inflows of Resources 162.29
2370-00-000 Net Pension Liability 17,123.43
2399-00-000 TOTAL NONCURRENT LIABILITIES 1,778,579.51
2499-00-000 TOTAL LIABILITIES 2,076,905.91
2800-00-000 EQUITY
2809-00-000 RETAINED EARNINGS:
2809-01-000 Retained Earnings 1,966,028.46
2809-02-000 Retained Earnings-Current 116,465.11
2809-99-000 TOTAL RETAINED EARNINGS: 2,082,493.57
2899-00-000 TOTAL EQUITY 2,082,493.57
2999-00-000 TOTAL LIABILITIES AND EQUITY 4,159,399.48
9999-99-000 TOTAL OF ALL 0.00
HEO Properties (.allheo)
Income Statement
Period = Apr 2023-Jul 2023
Book = Accrual ; Tree = ysi_is
Period to Date % Year to Date %
2999-99-999 Revenue & Expenses
3000-00-000 INCOME
3100-00-000 TENANT INCOME
3101-00-000 Rental Income
3111-00-000 Tenant Rent 16,055.00 -13.23 16,055.00 -13.23
3119-00-000 Total Rental Income 16,055.00 -13.23 16,055.00 -13.23
3120-04-000 Late Charges 490.00 -0.40 490.00 -0.40
3129-00-000 Total Other Tenant Income 490.00 -0.40 490.00 -0.40
3199-00-000 NET TENANT INCOME 16,545.00 -13.63 16,545.00 -13.63
3400-00-000 GRANT INCOME
3410-08-000 PBV HAP Income 26,805.00 -22.08 26,805.00 -22.08
3499-00-000 TOTAL GRANT INCOME 26,805.00 -22.08 26,805.00 -22.08
3600-00-000 OTHER INCOME
3610-00-000 Investment Income - Unrestricted 49.42 -0.04 49.42 -0.04
3611-00-000 Investment Income - Restricted 0.64 0.00 0.64 0.00
3620-03-000 Asset Management Fee Income 13,200.39 -10.87 13,200.39 -10.87
3651-00-000 Misc Other Income-Non Federal 137,060.00 -112.91 137,060.00 -112.91
3699-00-000 TOTAL OTHER INCOME 150,310.45 -123.82 150,310.45 -123.82
3999-00-000 TOTAL INCOME 193,660.45 -159.53 193,660.45 -159.53
4000-00-000 EXPENSES
4100-00-000 ADMINISTRATIVE
4100-99-000 Administrative Salaries
4110-00-000 Administrative Salaries 2,085.88 -1.72 2,085.88 -1.72
4110-01-000 Administrative Salaries Frt Line 156.14 -0.13 156.14 -0.13
4110-03-000 Comp Absences-Admin 57.86 -0.05 57.86 -0.05
4110-04-000 Employee Benefits-Admin 875.48 -0.72 875.48 -0.72
4110-99-000 Total Administrative Salaries 3,175.36 -2.62 3,175.36 -2.62
4139-00-000 Other Admin Expenses
4140-00-000 Staff Training 2,500.00 -2.06 2,500.00 -2.06
4171-00-000 Auditing Fees 5,440.00 -4.48 5,440.00 -4.48
4180-00-000 Office Rent 1,784.00 -1.47 1,784.00 -1.47
4189-00-000 Total Other Admin Expenses 9,724.00 -8.01 9,724.00 -8.01
4190-00-000 Miscellaneous Admin Expenses
4190-13-000 Internet 70.11 -0.06 70.11 -0.06
4190-20-000 Bank Fees 700.14 -0.58 700.14 -0.58
4190-30-000 Other Misc Admin Expenses 34.35 -0.03 34.35 -0.03
4191-00-000 Total Miscellaneous Admin Expenses 804.60 -0.66 804.60 -0.66
4195-01-000 Management Fees 7,662.00 -6.31 7,662.00 -6.31
4195-06-000 Outside Management Fees 6,000.00 -4.94 6,000.00 -4.94
4195-10-000 IT Fee for Service 36.00 -0.03 36.00 -0.03
4199-00-000 TOTAL ADMINISTRATIVE EXPENSES 27,401.96 -22.57 27,401.96 -22.57
4300-00-000 UTILITIES
4310-00-000 Water 750.10 -0.62 750.10 -0.62
4320-00-000 Electricity 4,758.28 -3.92 4,758.28 -3.92
4390-00-000 Sewer 707.03 -0.58 707.03 -0.58
4390-01-000 Stormwater 299.46 -0.25 299.46 -0.25
4399-00-000 TOTAL UTILITY EXPENSES 6,514.87 -5.37 6,514.87 -5.37
4400-00-000 MAINTENANCE AND OPERATIONS
4400-99-000 General Maint Expense
4410-00-000 Maintenance Salaries 1,724.38 -1.42 1,724.38 -1.42
4410-02-000 Maint-Overtime 84.83 -0.07 84.83 -0.07
4410-03-000 Comp Absences-Maint. 43.10 -0.04 43.10 -0.04
4410-04-000 Employee Benefits-Maint. 716.45 -0.59 716.45 -0.59
4419-00-000 Total General Maint Expense 2,568.76 -2.12 2,568.76 -2.12
4420-00-000 Materials
4420-01-000 Materials-Grounds 5.30 0.00 5.30 0.00
4420-04-000 Materials-Electrical 140.98 -0.12 140.98 -0.12
4420-13-000 Materials-HVAC 173.27 -0.14 173.27 -0.14
4420-22-000 Materials-Remediation 650.00 -0.54 650.00 -0.54
4420-99-000 Materials-Other Maintenance 846.52 -0.70 846.52 -0.70
4429-00-000 Total Materials 1,816.07 -1.50 1,816.07 -1.50
4430-00-000 Contract Costs
4430-01-000 Contract-Grounds 591.64 -0.49 591.64 -0.49
4430-03-000 Contract-Building Exterior 647.45 -0.53 647.45 -0.53
4430-05-000 Contract-Exterminating 718.00 -0.59 718.00 -0.59
4430-08-000 Contract-Plumbing 1,750.00 -1.44 1,750.00 -1.44
4430-11-000 Contract-Trash Removal 863.50 -0.71 863.50 -0.71
4430-15-000 Contract-Fire and Burglary 963.57 -0.79 963.57 -0.79
4439-00-000 Total Contract Costs 5,534.16 -4.56 5,534.16 -4.56
4495-23-000 HVAC Fee for Svc 315.00 -0.26 315.00 -0.26
4495-24-000 Janitor Lawn Fee for Svc 2,065.00 -1.70 2,065.00 -1.70
4495-26-000 Electrician Fee for Svc 280.00 -0.23 280.00 -0.23
4495-27-000 Dump Truck Fee for Svc 452.20 -0.37 452.20 -0.37
4495-28-000 Unit Turns Fee for Svc 52.50 -0.04 52.50 -0.04
4499-00-000 TOTAL MAINTENANCE EXPENSES 13,083.69 -10.78 13,083.69 -10.78
4500-00-000 GENERAL EXPENSES
4586-00-000 Relocation Expense 1,624.49 -1.34 1,624.49 -1.34
4590-00-000 Other General Expense 13.87 -0.01 13.87 -0.01
4599-00-000 TOTAL GENERAL EXPENSES 1,638.36 -1.35 1,638.36 -1.35
4600-99-000 General Security Expense
4680-01-000 Protective Svcs - WPD 800.24 -0.66 800.24 -0.66
4699-00-000 Total Security Expenses 800.24 -0.66 800.24 -0.66
5000-00-000 NON-OPERATING ITEMS
5100-05-000 Depreciation - Buildings 22,829.56 -18.81 22,829.56 -18.81
5999-00-000 TOTAL NON-OPERATING ITEMS 22,829.56 -18.81 22,829.56 -18.81
8000-00-000 TOTAL EXPENSES 72,268.68 -59.53 72,268.68 -59.53
9000-00-000 NET INCOME 121,391.77 -100.00 121,391.77 -100.00