2023-07-25T13:54:22-05:00 2022-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2021-07-01 943205085 ALLIED HOUSING INC ALLI 5106577409 40849 FREMONT BLVD FREMONT CA 94538 JOHN REIBER CFO 5106577409 2023-07-24 1 JOHN REIBER 999009999 MATTHEW PETROSKI P00853132 9257902600 2023-07-24 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LOUIS CHICOINE 40849 FREMONT BLVD FREMONT CA 94538 7841164 0 X WWW.ABODESERVICES.ORG X 1994 CA DEVELOP AND PROVIDE AFFORDABLE HOUSING OR LOW-INCOME AND SPECIAL NEEDS HOUSEHOLDS. 15 15 0 16 0 0 1758469 2823306 5546186 4882661 2476919 8905 639134 126292 10420708 7841164 0 0 0 0 1611481 2243635 0 0 56316 2599456 3702483 4210937 5946118 6209771 1895046 49648771 44324114 40801728 27422971 8847043 16901143 THE MISSION OF ALLIED IS TO PROVIDE AFFORDABLE HOUSING LINKED TO SUPPORT SERVICES FOR LOW-INCOME INDIVIDUALS AND FAMILIES. ALLIED IS A SUPPORTIVE HOUSING DEVELOPMENT ORGANIZATION FOCUSED ON DEVELOPING PROJECTS IN NORTHERN CALIFORNIA. 0 0 3987352 1311869 ASSIST SUBSTANTIALLY HOMELESS, IMPOVERISHED AND/OR SPECIAL NEEDS INDIVIDUALS AND FAMILIES WITHIN THE SAN FRANCISCO BAY AREA WITH OBTAINING ADEQUATE AND AFFORDABLE HOUSING ACCOMMODATIONS. 678249 3646159 DEVELOP AND REHABILITATE PERMANENT AFFORDABLE HOUSING UNITS TO SERVE LOW-INCOME AND/OR SPECIAL NEEDS INDIVIDUALS AND FAMILIES WITHIN THE SAN FRANCISCO BAY AREA. 4665601 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 18 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X THE ORGANIZATION 5105657126 40849 FREMONT BLVD FREMONT CA 94538 TARRAH HENRIE PRESIDENT 2.00 6.00 X X 0 0 0 TEJAS SARAIYA VICE PRESIDENT 2.00 6.00 X X 0 0 0 BRIAN GIN VICE PRESIDENT 2.00 6.00 X X 0 0 0 DARRIAN WHITE SECRETARY 2.00 6.00 X X 0 0 0 JOHN LEE TREASURER 2.00 6.00 X X 0 0 0 ROHIT ANGLE BOARD DIRECTOR 1.00 3.00 X 0 0 0 JOHN BARTON BOARD DIRECTOR 1.00 3.00 X 0 0 0 VISHNU BERI BOARD DIRECTOR 1.00 3.00 X 0 0 0 SAMEER BHASIN BOARD DIRECTOR 1.00 3.00 X 0 0 0 ERIC BISHOP BOARD DIRECTOR 1.00 3.00 X 0 0 0 ANN DANNER BOARD DIRECTOR 1.00 3.00 X 0 0 0 JOHN DOMANTAY BOARD DIRECTOR 1.00 3.00 X 0 0 0 GAIL PRICE BOARD DIRECTOR (LEFT 04/2022) 1.00 3.00 X 0 0 0 HASSAN KHAWAJA BOARD DIRECTOR 1.00 3.00 X 0 0 0 KEN SMITH BOARD DIRECTOR 1.00 3.00 X 0 0 0 TOM WASOW BOARD DIRECTOR 1.00 3.00 X 0 0 0 LOUIS CHICOINE EXECUTIVE DIRECTOR 7.00 33.00 X 0 280068 4922 JOHN REIBER CHIEF FINANCIAL OFFICER 5.00 35.00 X 0 261508 8296 VIVIAN WAN CHIEF OPERATING OFFICER 7.00 33.00 X 0 209384 9645 JONATHAN WHITE CHIEF REAL ESTATE OFFICER 24.00 16.00 X 0 166511 26259 MARILYN LOVELACE-GRANT VP OF HUMAN RESOURCES 4.00 36.00 X 0 161668 16534 BRONWYN HOGAN VP COMMUNITY RELATIONS 4.00 36.00 X 0 150208 11312 0 1229347 76968 0 0 1 0 BBI CONSTRUCTION 1155 3RD STREET 230 OAKLAND CA 94607 GENERAL CONTRACTOR - CONSTRUCTION SERVIC 3028839 ABODE SERVICES 40849 FREMONT BLVD FREMONT CA 94538 STAFFING SERVICES AND OTHER EXPENSES 2500917 GLO ARCHITECTURE 1041 MARKET STREET 318 SAN DIEGO CA 92101 ARCHITECTURAL SERVICES 603675 TACTICAL ADVANCED GROUP INC 7011 REALM DRIVE SUITE A5 SAN JOSE CA 95119 SECURITY SERVICES 444244 HKIT ARCHITECTS 538 NINTH STREET SUITE 240 OAKLAND CA 94607 ARCHITECTURAL SERVICES 256388 9 1778115 885191 160000 2823306 DEVELOPER FEES 624200 3570792 3570792 RENT INCOME 531110 960755 960755 MISC TENANT SERVICE FEES 624200 351114 351114 4882661 8905 8905 50925 0 50925 50925 50925 GAIN ON P'SHIP INVESTMENT 531110 75367 75367 75367 7841164 4958028 0 59830 X 1902930 1166581 694125 42224 221459 155737 60609 5113 119246 83857 32636 2753 443624 363598 73800 6226 20456 20456 113631 49696 63935 882617 762415 120202 174638 93425 81213 1012236 1012236 13912 9655 4257 411960 368299 43661 319209 319209 104594 57175 47419 ACTIVITY EXPENSES 189192 189192 MISCELLANEOUS EXPENSE 11979 9635 2344 BAD DEBT 4435 4435 5946118 4665601 1224201 56316 3276590 3198542 65605 28091 7214074 13955673 31255 41176 20225964 2059692 30175149 18166272 4218357 4267667 4667741 4666693 49648771 44324114 2659805 3559769 142216 215469 30463414 21558934 7536293 2088799 40801728 27422971 X 8847043 10901143 0 6000000 8847043 16901143 49648771 44324114 X 1895046 6159054 X 0 1 X 1 1 1 X 3029533 979998 775996 1758469 2823306 9367302 1307251 3032051 4712948 6106284 4958028 20116562 4336784 4012049 5488944 7864753 7781334 29483864 0 0 0 29483864 0 2774 2597 19196 59830 84397 2774 2597 19196 59830 84397 4336784 4014823 5491541 7883949 7841164 29568261 0.99710 0.99900 0.00290 0.00100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2819319 2819319 9781088 2056420 7724668 65459 3272 62187 7560098 7560098 18166272 INVESTMENT IN HOUSING ALLIANCE PARTNERSHIPS 1173735 F INVESTMENT IN 2891 CARMEN STREET, LP 363677 F INVESTMENT ON MAIN STREET VILLAGE, LP 2428962 F INVESTMENT IN LAGUNA COMMONS, LLC 293 F INVESTMENT IN CITY CENTER 300000 F OTHER INVESTMENTS IN EQUITY 1000 F 4267667 TENANT SECURITY DEPOSITS 78541 REPLACEMENT RESERVES 307666 OPERATING RESERVES 419343 CAPITALIZED SUBSIDY OPERATING RESERVE 625119 PROJECT RESERVE 3236024 4666693 TENANT DEPOSITS 72402 ACCRUED INTEREST PAYABLE 2016397 2088799 X PART X, LINE 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. THE ORGANIZATION'S FEDERAL RETURNS FOR THE YEARS ENDED JUNE 30, 2019 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS OF THE TAX YEARS ENDED JUNE 30, 2018 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD. 0 0 0 0 0 0 0 0 0 LOUIS CHICOINE EXECUTIVE DIRECTOR 0 280068 0 0 0 0 0 4922 0 0 0 284990 0 0 JOHN REIBER CHIEF FINANCIAL OFFICER 0 261508 0 0 0 0 0 0 0 8296 0 269804 0 0 VIVIAN WAN CHIEF OPERATING OFFICER 0 209384 0 0 0 0 0 2002 0 7643 0 219029 0 0 JONATHAN WHITE CHIEF REAL ESTATE OFFICER 0 166511 0 0 0 0 0 3330 0 22929 0 192770 0 0 MARILYN LOVELACE-GRANT VP OF HUMAN RESOURCES 0 161668 0 0 0 0 0 1248 0 15286 0 178202 0 0 BRONWYN HOGAN VP COMMUNITY RELATIONS 0 150208 0 0 0 0 0 3016 0 8296 0 161520 0 0 PART I, LINE 1A THE CEO RECEIVES HIS COMPENSATION THROUGH ABODE SERVICES. HIS TIME IS ALLOCATED AMONG THREE RELATED ORGANIZATIONS IN THE FOLLOWING PROPORTIONS. ABODE SERVICES: 60%, ALLIED HOUSING: 17.5%, HOUSING FOR INDEPENDENT PEOPLE: 17.5%, COMMUNITY WORKING GROUP: 5%. THE OTHER ORGANIZATIONS PAY A SUPPORT ALLOCATION TO ABODE SERVICES THAT COVERS THIS AND OTHER JOINT EXPENSES. ABODE USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO: COMPENSATION COMMITTEE COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED AND APPROVED BY THE TREASURER PRIOR TO FILING. THE TAX RETURN IS SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL AT THE MONTHLY BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS MEETS ON A MONTHLY BASIS. ALL POTENTIAL BOARD MEMBERS MUST COMPLETE AN APPLICATION THAT INQUIRES ABOUT CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SECURITY CONTRACT: PROGRAM SERVICE EXPENSES 605,830. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 605,830. ADMINSTRATIVE RENT FREE UNIT: PROGRAM SERVICE EXPENSES 143,598. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 143,598. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 12,987. MANAGEMENT AND GENERAL EXPENSES 120,202. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 133,189. FORM 990, PART XI, LINE 9: EQUITY TRANSFER OF SISTERS OPPORTUNITY FUND 6,254,993. CAPITAL TRANSFER -94,350. INTERCOMPANY ELIMINATION -1,589. 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FREMONT CA 94538 843856360 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ALLIED 2595 DEPOT LLC RELATED 962915 0 1 0.00000 PALO ALTO FAMILY LP 22645 GRAND STREET HAYWARD CA 94541 263061581 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA N/A 0 0 OPPORTUNITY CENTER ASSOCIATES LP 40849 FREMONT BLVD FREMONT CA 94538 710928495 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA OPPORTUNITY CENTER HDC RELATED -10506 13677209 0 0 0.99990 BRIDGEWAY EAST LP 303 VINTAGE PARK SUITE 250 FOSTER CITY CA 94404 861096849 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA N/A 0 0 ALLIED 1501 PARKMOOR LP 40849 FREMONT BLVD FREMONT CA 94538 873783867 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ALLIED HOUSING INC RELATED 1483344 0 0 0.00010 ALLIED 3335 KIFER LP 40849 FREMONT BLVD FREMONT CA 94538 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ALLIED HOUSING INC RELATED 9005043 0 0 0.00010 0 0 0 0 1 0 0 0 0 0 0 1 1 1 1 1 0 0 1