EVERGREEN MUTUAL HOUSING ASSOCIATION: Form 990, tax year 2022
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- Organization
- EVERGREEN MUTUAL HOUSING ASSOCIATION (EIN 94-3342293)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202303119349304655
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T17:58:21-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941250261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDQUIST VON HUSEN & JOYCE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 HOWARD STREET SUITE 850 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943342293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN MUTUAL HOUSING ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVER | BusinessNameControlTxt |
| Phone | 9164538400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3321 POWER INN ROAD 320 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95826 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE GOLDFINE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9164538400 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | GOLDFINE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHERMAN LEONG | PreparerPersonNm |
| PTIN | P00513747 | PTIN |
| Phone | 4159579999 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERTO JIMENEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3321 POWER INN ROAD 320 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95826 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $65,654 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE AFFORDABLE HOUSING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,300 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $35,561 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $65,654 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $37,863 | PYTotalRevenueAmt |
| CY Total Revenue | $65,654 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,275 | PYOtherExpensesAmt |
| CY Other Expenses | $67,499 | CYOtherExpensesAmt |
| PY Total Expenses | $34,275 | PYTotalExpensesAmt |
| CY Total Expenses | $67,499 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,588 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,845 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $696,183 | TotalAssetsBOYAmt |
| Total Assets EOY | $721,899 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $694,986 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $722,547 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,197 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$648 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE AFFORDABLE HOUSING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $67,499 | ExpenseAmt |
| Revenue | $65,654 | RevenueAmt |
| Desc | EVERGREEN MUTUAL HOUSING ASSOCIATION IS THE 0.01% MANAGING GENERAL PARTNER IN LEMON HILL HOUSING ASSOCIATES, A CALIFORNA LIMITED PARTNERSHIP, WHICH OWNS AND OPERATES MUTUAL HOUSING AT LEMON HILL, A 74-UNIT AFFORDABLE HOUSING COMPLEX LOCATED IN SACRAMENTO, CA. | Desc |
| Total Program Service Expenses | $67,499 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9164538400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3321 POWER INN ROAD 320 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95826 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| CATHY CRESWELL | |||||||
| CHAIR | 1.00 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNIFER HIGLEY-CHAPMAN | |||||||
| VICE CHAIR | 1.00 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CORINNE MORRISON | |||||||
| TREASURER | 1.00 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TRICIA STEVENS | |||||||
| SECRETARY | 1.00 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERTO JIMENEZ | |||||||
| CEO | 1.00 | 48.00 | Yes (X) | $0 | $212,750 | $31,900 | |
| JULIE GOLDFINE | |||||||
| CFO | 1.00 | 48.00 | Yes (X) | $0 | $190,498 | $20,688 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $403,248 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $52,588 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE | Desc |
| Business | 531110 | BusinessCd |
| Total Revenue Column | $65,654 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $65,654 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $65,654 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,654 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $65,654 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,654 | TotalAmt |
| Program Services | $65,654 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,630 | TotalAmt |
| Program Services | $1,630 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| OTHER EXPENSE | $145 | $145 |
| PARTNERSHIP LOSS | $45 | $45 |
| TAXES & LICENSES | $25 | $25 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,499 | TotalAmt |
| Program Services | $67,499 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,038 | BOYAmt |
| EOY | $2,281 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,136 | BOYAmt |
| EOY | $65,654 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $654,009 | BOYAmt |
| EOY | $653,964 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $696,183 | BOYAmt |
| EOY | $721,899 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,723 | BOYAmt |
| EOY | $67,284 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $655,263 | BOYAmt |
| EOY | $655,263 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $694,986 | BOYAmt |
| EOY | $722,547 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,197 | BOYAmt |
| EOY | -$648 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,197 | BOYAmt |
| EOY | -$648 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $696,183 | BOYAmt |
| EOY | $721,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,845 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,300 | CurrentTaxYearMinus1YearAmt |
| Total | $7,199 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,515 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,865 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,654 | CurrentTaxYearAmt |
| Total | $249,196 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,015 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,861 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,654 | CurrentTaxYearAmt |
| Total | $256,395 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $256,395 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2 | CurrentTaxYearMinus1YearAmt |
| Total | $2 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2 | CurrentTaxYearMinus1YearAmt |
| Total | $2 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,015 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,863 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,654 | CurrentTaxYearAmt |
| Total | $256,397 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN LEMON HILL | Desc |
| Book Value | $653,964 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $653,964 | TotalBookValueProgramRltdAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION 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 ORGANIZATION'S FEDERAL AND STATE INFORMATION RETURNS FOR THE YEARS 2018 THROUGH 2021 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERTO JIMENEZ | ||||||||||||||
| CEO | $0 | $212,750 | $0 | $0 | $0 | $0 | $0 | $13,450 | $0 | $18,450 | $0 | $244,650 | $0 | $0 |
| JULIE GOLDFINE | ||||||||||||||
| CFO | $0 | $190,498 | $0 | $0 | $0 | $0 | $0 | $11,700 | $0 | $8,988 | $0 | $211,186 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | COMPENSATION SURVEY OR STUDY WAS USED TO ESTABLISH COMPENSATION OF RELATED ORGANIZATION'S EXECUTIVES. BOARD OR COMPENSATION COMMITTEE'S APPROVAL IS ALSO REQUIRED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | BOARD OF DIRECTORS REVIEWS FORM 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL CONFLICT OF INTEREST STATEMENTS REQUIRED FOR EACH BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 15 | MARKET ANALYSIS COMPLETED FOR C LEVEL AND TOP MANAGEMENT OFFICIALS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE OVERSIGHT PROCESS HAS NOT BEEN CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MUTUAL HOUSING MARIN (FKA FOOTHILL PLAZA MHC) | |||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 680343183 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | 501(C)(3) | LINE 10 | MUTUAL HOUSING CALIFORNIA | 0 | |
| HIGHLANDS MUTUAL HOUSING CORPORATION | |||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 272095088 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | 501(C)(3) | LINE 12A, I | MUTUAL HOUSING CALIFORNIA | 0 | |
| MUTUAL HOUSING CALIFORNIA | |||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 943093354 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | 501(C)(3) | LINE 7 | 0 | N/A | |
| MUTUAL HOUSING CORPORATION | |||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 680284902 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | 501(C)(3) | LINE 10 | MUTUAL HOUSING CALIFORNIA | 0 | |
| MUTUAL HOUSING MANAGEMENT | |||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 461303300 | LOW INCOME HOUSING MANAGEMENT | CA | 501(C)(4) | N/A | MUTUAL HOUSING CALIFORNIA | 0 | |
| RIVER GARDEN MUTUAL HOUSING CORPORATION | |||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 943281933 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | 501(C)(3) | LINE 10 | MUTUAL HOUSING CALIFORNIA | 0 | |
| SKY PARKWAY MUTUAL HOUSING CORPORATION | |||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 680335661 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | 501(C)(3) | LINE 10 | MUTUAL HOUSING CALIFORNIA | 0 | |
| WESTERNER MUTUAL HOUSING ASSOCIATION | |||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 943353856 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | 501(C)(3) | LINE 12A, I | MUTUAL HOUSING CALIFORNIA | 0 | |
| YOLO MUTUAL HOUSING ASSOCIATION | |||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 680386360 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | 501(C)(3) | LINE 10 | MUTUAL HOUSING CALIFORNIA | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CORNERSTONE NORTH MUTUAL HOUSING ASSOCIATES LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 863093372 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| CORNERSTONE SOUTH MUTUAL HOUSING ASSOCIATES LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 863137658 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| DAVIS MHA TWIN PINES COMMUNITY ASSOCIATES LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 680404067 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| FOOTHILL PLAZA HOUSING ASSOCIATES LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 471284382 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| LAVENDER HOUSING ASSOCIATES LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 474347294 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| LEMON HILL HOUSING ASSOCIATES LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 412057061 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | 0 | Yes (1) | EVERGREEN MUTUAL HOUSING ASSOCIATION & SKY PARKWAY MUTUAL HOUSING CORP | RELATED | $65,619 | $830,478 | 0.00010 | |
| MUTUAL HOUSING 5TH STREET LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 824795976 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| NEW HARMONY LLC | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 262407268 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| NEW HARMONY LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 830474753 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| NORWOOD HOUSING ASSOCIATES LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 680262529 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| OWENDALE MUTUAL HOUSING ASSOCIATION LLC | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 813470994 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| OWENDALE MUTUAL HOUSING ASSOCIATES LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 813481117 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| PHASE 2 SPRING LAKE MUTUAL HOUSING ASSOCIATES LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 821140037 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| RIVER GARDEN HOUSING ASSOCIATES LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 943281935 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| SOUTH SACRAMENTO MUTUAL HOUSING LLC | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 464933239 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| SOUTH SACRAMENTO MUTUAL HOUSING LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 463893153 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| SPRING LAKE HOUSING ASSOCIATES LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 273186740 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| STOCKTON BOULEVARD HOUSING ASSOCIATES LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 273186640 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| VICTORY TRIO MUTUAL HOUSING ASSOCIATES LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 831536281 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| WONG CENTER AT THE RAILYARD LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 862903155 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| YMHA MOORE VILLAGE ASSOCIATES LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 550854124 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| YMHA TREMONT GREEN ASSOCIATES LP | ||||||||||||||
| 3321 POWER INN ROAD SUITE 320 | SACRAMENTO | CA | 95826 | 412115137 | PROVIDE AFFORDABLE RENTAL HOUSING | CA | N/A | 0 | 0 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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