SAN DIEGO HOUSING FEDERATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SAN DIEGO HOUSING FEDERATION (EIN 33-0522932)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-03
IRS object ID
202402479349300045
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-09-03T11:04:52-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952076568PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Leaf & Cole LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12810 Camino Del Rio South Suite 200AddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92108ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330522932EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAN DIEGO HOUSING FEDERATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANDBusinessNameControlTxt
Phone6192396693PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13939 IOWA STREET 1AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonStephen RussellPersonNm
Person TitlePresident & CEOPersonTitleTxt
Signature2024-09-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNY KIKUNOPreparerPersonNm
PTINP01347644PTIN
Phone6192947200PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLORI HOLT PFEILERPrincipalOfficerNm
Gross Receipts$1,453,803GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.housingsandiego.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1992FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionThe Federation brings together representatives of affordable housing community development corporations with others interested in the development and management of housing for low and moderate income persons in San Diego County to mutually assist in the accomplishment of common goals.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee12TotalEmployeeCnt
Total Volunteers90TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$945,838PYContributionsGrantsAmt
CY Contributions Grants$1,132,127CYContributionsGrantsAmt
PY Program Service Revenue$158,335PYProgramServiceRevenueAmt
CY Program Service Revenue$153,691CYProgramServiceRevenueAmt
PY Investment Income$311PYInvestmentIncomeAmt
CY Investment Income$558CYInvestmentIncomeAmt
PY Other Revenue$71,498PYOtherRevenueAmt
CY Other Revenue$83,682CYOtherRevenueAmt
PY Total Revenue$1,175,982PYTotalRevenueAmt
CY Total Revenue$1,370,058CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$726,271PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$834,917CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$93,180CYTotalFundraisingExpenseAmt
PY Other Expenses$547,502PYOtherExpensesAmt
CY Other Expenses$658,003CYOtherExpensesAmt
PY Total Expenses$1,273,773PYTotalExpensesAmt
CY Total Expenses$1,492,920CYTotalExpensesAmt
PY Revenues Less Expenses-$97,791PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$122,862CYRevenuesLessExpensesAmt
Total Assets BOY$559,026TotalAssetsBOYAmt
Total Assets EOY$362,949TotalAssetsEOYAmt
Total Liabilities BOY$139,474TotalLiabilitiesBOYAmt
Total Liabilities EOY$66,259TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$419,552NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$296,690NetAssetsOrFundBalancesEOYAmt
MissionThe Federation brings together representatives of affordable housing community development corporations with others interested in the development and management of housing for low and moderate income persons in San Diego County to mutually assist in the accomplishment of common goals.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,112,035ExpenseAmt
Revenue$153,691RevenueAmt
Desc1. THE FEDERATION PARTICIPATED AND ACTED AS THE ORGANIZER OF A CROSS PUBLIC POLICY COALITION OF ORGANIZATIONS WORKING TO IMPROVE THE EQUITY, SUSTAINABILITY AND ECONOMIC PROSPERITY OF THE SAN DIEGO REGION THROUGH LAND USE CHANGES AND IMPROVED ALLOCATION OF PUBLIC RESOURCES. 2. THE FEDERATION BROUGHT TOGETHER REPRESENTATIVES OF HOUSING AND COMMUNITY DEVELOPMENT CORPORATIONS WITH OTHERS INTERESTED IN THE DEVELOPMENT AND OPERATIONS OF HOUSING FOR LOW AND MODERATE INCOME PERSONS IN SAN DIEGO COUNTY BY COORDINATING EVENTS SUCH AS SEMINARS AND MEETINGS. 3. THE FEDERATION PROVIDED UP TO THE DATE INFORMATION RESOURCES, INCLUDING MONTHLY AND WEEKLY NEWSLETTERS, AND REPRESENTATION IN VARIOUS FORUMS TO ENSURE THAT THE AFFORDABLE HOUSING COMMUNITY IS FULLY INFORMED AND REPRESENTED BROADLY IN MATTERS AFFECTING THE INDUSTRY.Desc
Total Program Service Expenses$1,112,035TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document19IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee12EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSTEPHEN RUSSELLPersonNm
Phone6192396693PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13939 IOWA STREETAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92104ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
STEPHEN RUSSELL
President & CEO40.000.00Yes (X)$125,000$0$3,750
SARAH BUCHANAN
Vice President40.000.00Yes (X)$114,231$0$3,240
ARNULFO MANRIQUEZ
Director0.500.00$0$0$0Yes (X)
DIEP DO
Director1.000.00$0$0$0Yes (X)
REBECCA LOUIE
Chair2.000.00Yes (X)$0$0$0Yes (X)
MICHELLE SITES
Director0.500.00$0$0$0Yes (X)
JAMIL WADE
Director0.500.00$0$0$0Yes (X)
BRIAN WOODS
Director0.500.00$0$0$0Yes (X)
CHUCK SINKEY
Treasurer2.000.00Yes (X)$0$0$0Yes (X)
ARUNA DODDAPANENI
Director0.500.00$0$0$0Yes (X)
CHARLES DAVIS
Director0.500.00$0$0$0Yes (X)
KWOFI REED
Director1.000.00$0$0$0Yes (X)
BREE WONG
Secretary2.000.00Yes (X)$0$0$0Yes (X)
JONATHAN CASTILLO
Director0.500.00$0$0$0Yes (X)
TED MIYAHARA
Vice Chair2.000.00Yes (X)$0$0$0Yes (X)
LAURA ANN FERNEA
Director0.500.00$0$0$0Yes (X)
JIMMY SILVERWOOD
Director0.500.00$0$0$0Yes (X)
STEPHEN SWIECICKI
Director0.500.00$0$0$0Yes (X)
JEANETTE TEMPLE
Director0.500.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$239,231TotalReportableCompFromOrgAmt
Total Other Compensation$6,990TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$198,648MembershipDuesAmt
Fundraising$135,570FundraisingAmt
All Other Contributions$797,909AllOtherContributionsAmt
Total Contributions$1,132,127TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescTRAINING AND EDUCATIONDesc
Business531390BusinessCd
Total Revenue Column$153,691TotalRevenueColumnAmt
Related Or Exempt Func Income$153,691RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$153,691TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$558TotalRevenueColumnAmt
Exclusion$558ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$61,690FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$135,570ContriRptFundraisingEventAmt
Fundraising Direct Expenses$83,745FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$22,055TotalRevenueColumnAmt
Exclusion-$22,055ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISC INCOME900099$8,459$8,459
STAFF REIMBURSEMENT900099$97,278$97,278
FieldValueIRS element (for citing)
Other Revenue Total$105,737OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,370,058TotalRevenueColumnAmt
Related Or Exempt Func Income$259,428RelatedOrExemptFuncIncomeAmt
Exclusion-$21,497ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$246,196TotalAmt
Program Services$163,508ProgramServicesAmt
Management And General$60,941ManagementAndGeneralAmt
Fundraising$21,747FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$479,540TotalAmt
Program Services$318,480ProgramServicesAmt
Management And General$118,700ManagementAndGeneralAmt
Fundraising$42,360FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$109,181TotalAmt
Program Services$72,511ProgramServicesAmt
Management And General$27,026ManagementAndGeneralAmt
Fundraising$9,644FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$126,116TotalAmt
Program Services$92,310ProgramServicesAmt
Management And General$30,805ManagementAndGeneralAmt
Fundraising$3,001FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$24,133TotalAmt
Program Services$16,028ProgramServicesAmt
Management And General$5,973ManagementAndGeneralAmt
Fundraising$2,132FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$29,098TotalAmt
Program Services$19,325ProgramServicesAmt
Management And General$7,203ManagementAndGeneralAmt
Fundraising$2,570FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,756TotalAmt
Program Services$3,159ProgramServicesAmt
Management And General$1,177ManagementAndGeneralAmt
Fundraising$420FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,067TotalAmt
Program Services$4,693ProgramServicesAmt
Management And General$1,750ManagementAndGeneralAmt
Fundraising$624FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$550TotalAmt
Management And General$550ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,177TotalAmt
Program Services$3,438ProgramServicesAmt
Management And General$1,282ManagementAndGeneralAmt
Fundraising$457FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SPONSORED EVENTS$285,463$274,045$7,508$3,910
PROGRAM EXPENSE$85,480$83,170$2,310
OTHER EXPENSES$35,432$25,019$8,933$1,480
EQUIPMENT$24,404$16,208$6,041$2,155

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$30,327TotalAmt
Program Services$20,141ProgramServicesAmt
Management And General$7,506ManagementAndGeneralAmt
Fundraising$2,680FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,492,920TotalAmt
Program Services$1,112,035ProgramServicesAmt
Management And General$287,705ManagementAndGeneralAmt
Fundraising$93,180FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$165,032BOYAmt
EOY$169,812EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$55,221BOYAmt
EOY$50,327EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$268,635BOYAmt
EOY$96,602EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$17,018BOYAmt
EOY$23,272EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$15,396LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$14,892LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,054BOYAmt
EOY$504EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$52,066BOYAmt
EOY$22,432EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$559,026BOYAmt
EOY$362,949EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$70,708BOYAmt
EOY$22,712EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$68,766BOYAmt
EOY$43,547EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$139,474BOYAmt
EOY$66,259EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$176,154BOYAmt
EOY$177,911EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$243,398BOYAmt
EOY$118,779EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$419,552BOYAmt
EOY$296,690EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$559,026BOYAmt
EOY$362,949EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$122,862ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$964,201CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$846,036CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,061,705CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$945,838CurrentTaxYearMinus1YearAmt
Current Tax Year$1,132,127CurrentTaxYearAmt
Total$4,949,907TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$964,201CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$846,036CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,061,705CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$945,838CurrentTaxYearMinus1YearAmt
Current Tax Year$1,132,127CurrentTaxYearAmt
Total$4,949,907TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$456,290SubstantialContributorsTotAmt
Public Support Total170$4,493,617PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$59CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$56CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$375CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$311CurrentTaxYearMinus1YearAmt
Current Tax Year$558CurrentTaxYearAmt
Total$1,359TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$71,498CurrentTaxYearMinus1YearAmt
Total$71,498TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$105,737CurrentTaxYearAmt
Total$105,737TotalAmt
FieldValueIRS element (for citing)
Total Support$5,128,501TotalSupportAmt
Gross Receipts Rltd Activities$563,140GrossReceiptsRltdActivitiesAmt
Public Support CY1700.87620PublicSupportCY170Pct
Public Support PY1700.88030PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form4720 Filed Section4955 TaxfalseForm4720FiledSection4955TaxInd
Correction MadefalseCorrectionMadeInd

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$924FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$924FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,491,996FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,492,920FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$224,292FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$56,073FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Form4720 FiledfalseForm4720FiledInd

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$244CurrentYearMinus3Amt
Current Year Minus1$202,377CurrentYearMinus1Amt
Current Year$224,292CurrentYearAmt
Total$426,913TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$640,370LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,221CurrentYearMinus3Amt
Current Year$924CurrentYearAmt
Total$2,145TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$61CurrentYearMinus3Amt
Current Year Minus1$50,594CurrentYearMinus1Amt
Current Year$56,073CurrentYearAmt
Total$106,728TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$160,092GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,167OtherCostOrOtherBasisAmt
Depreciation$11,167DepreciationAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,229OtherCostOrOtherBasisAmt
Depreciation$3,725DepreciationAmt
Book Value$504BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$504TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRIGHT OF USE ASSETDesc
Book Value$22,432BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$22,432TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CUSTODIAL FUNDS$20,560
OPERATING LEASE LIABILITY$22,987
FieldValueIRS element (for citing)
Total Liability$43,547TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,370,058TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$1,370,058RevenueSubtotalAmt
Total Revenue Per Form990$1,370,058TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,492,920TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,492,920ExpensesSubtotalAmt
Total Expenses Per Form990$1,492,920TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X : FIN48 FootnoteFormAndLineReferenceDesc
ExplanationThe Federation is a public charity and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code. The Federation believes that it has appropriate support for any tax positions taken and as such, does not have any uncertain tax positions that are material to the financial statements. The Federation is not a private foundation.The Federation's Return of Organization Exempt from Income Tax for the years ended December 31, 2023, 2022, 2021, and 2020 are subject to examination by the Internal Revenue Service and State taxing authorities, generally three to four years after the returns were filed.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Email SolicitationsYes (X)EmailSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1AWARDS BANQUETEvent1Nm
Gross Receipts Event1$197,260GrossReceiptsEvent1Amt
Charitable Contri Event1$135,570CharitableContriEvent1Amt
Gross Revenue Event1$61,690GrossRevenueEvent1Amt
Other Direct Expenses Event1$83,745OtherDirectExpensesEvent1Amt
Gross Receipts Total$197,260GrossReceiptsTotalAmt
Charitable Contributions Tot$135,570CharitableContributionsTotAmt
Gross Revenue Total Events$61,690GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$83,745OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$83,745DirectExpenseSummaryEventsAmt
Net Income Summary-$22,055NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 6Members of the San Diego Housing Federation represent a diverse community of organizations that build, finance and support the creation and preservation of affordable homes.
Form 990, Part VI, Section A, Line 7aBoard is elected by membership.
Form 990, Part VI, Section A, Line 7bDecisions of the governing body are subject to approval of the membership.
Form 990, Part VI, Section B, Line 11bThe 990 return is provided to the finance comittee for review and acceptance.
Form 990, Part VI, Section B, Line 12cThe Bylaws identify potential conflicts of interest and how they are to be dealt with.
Form 990, Part VI, Section B, Line 15bExecutive Director compensation is determined annually by the Board of Directors using the Nonprofit Compensation & Benefit Survey for Southern California conducted by Center for Nonprofit Management.
Form 990, Part VI, Section C, Line 19All governing documents are held at SDHF and disclosure of these documents including the financial statements are available upon request.

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