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BERNAL SENIOR HOUSING CORPORATION: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BERNAL SENIOR HOUSING CORPORATION (EIN 94-3047544)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-10
IRS object ID
202313149349202016
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

FieldValueIRS element (for citing)
Return2023-11-10T12:04:57-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1621 CAPITOL MALL SUITE 2150AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943047544EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERNAL SENIOR HOUSING CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBERNBusinessNameControlTxt
Phone4159891111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 CALIFORNIA STREET 900AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDELPHINE SHERMANPersonNm
Person TitleCFO & EVPPersonTitleTxt
Phone4159891111PhoneNum
Signature2023-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDELPHINEPersonFirstNm
Person LastSHERMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA M CUMMINGS CPAPreparerPersonNm
PTINP00043433PTIN
Phone9164429100PhoneNum
Preparation2023-11-05PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$43,224GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Program Service Revenue$43,224ProgramServiceRevenueAmt
Total Revenue$43,224TotalRevenueAmt
Grants And Similar Amounts Paid$127GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$2,230FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$3,210OccupancyRentUtltsAndMaintAmt
Other Expenses Total$764,559OtherExpensesTotalAmt
Total Expenses$770,126TotalExpensesAmt
Excess Or Deficit For Year-$726,902ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY-$6,742,690NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY-$7,469,592NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$191,694BOYAmt
EOY$191,694EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$97,583BOYAmt
EOY$140,680EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$289,277BOYAmt
EOY$332,374EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,031,967BOYAmt
EOY$7,801,966EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY-$6,742,690BOYAmt
EOY-$7,469,592EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeMISSION: THIS ORGANIZATION SUPPORTS BRIDGE HOUSING CORPORATION (BRIDGE). BRIDGE STRENGTHENS COMMUNITIES BY DEVELOPING, OWNING AND MANAGING HIGH-QUALITY, AFFORDABLE HOMES FOR WORKING FAMILIES AND SENIORS.VISION:* BRIDGE STRENGTHENS COMMUNITIES AND CREATES OPPORTUNITIES FOR WORKING FAMILIES AND SENIORS, BEGINNING BUT NOT ENDING WITH HOUSING.* BRIDGE IS A LEADER AND INNOVATOR IN THE MISSION-DRIVEN BUSINESS OF EFFECTIVE PRODUCTION, OPERATION AND OWNERSHIP OF AFFORDABLE AND MIXED-INCOME HOUSING.* BRIDGE EARNS THE HIGHEST DEGREE OF CUSTOMER SATISFACTION FROM ALL STAKEHOLDERS, INCLUDING RESIDENTS, NEIGHBORS, INVESTORS, TAXPAYERS, PRIVATE- AND PUBLIC-SECTOR PARTNERS, AND EMPLOYEES.* BRIDGE IS THE GO-TO DEVELOPER AND OWNER FOR PUBLIC OFFICIALS, INVESTORS AND COMMUNITIES SEEKING AN ARRAY OF HOUSING SOLUTIONS, AND IT DELIVERS RESULTS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE ORGANIZATION IS A GENERAL PARTNER IN A PARTNERSHIP THAT OWNS AND OPERATES AN AFFORDABLE HOUSING PROJECT FOR LOW-INCOME PERSONS.DescriptionProgramSrvcAccomTxt
Grants And Allocations$127GrantsAndAllocationsAmt
Program Service Expenses$767,896ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$767,896TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CONNIE XIE
DIRECTOR1.00$0$0$0
ESPARANZA ARAB
DIRECTOR1.00$0$0$0
GINA DACHUS
DIRECTOR1.00$0$0$0
KATHERINE FLEMING
DIRECTOR1.00$0$0$0
SUSAN JOHNSON
SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 CALIFORNIA STREET 900AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd
FieldValueIRS element (for citing)
Phone4159891111PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$4,646CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$81,000CurrentTaxYearMinus1YearAmt
Total$85,646TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$4,646CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$81,000CurrentTaxYearMinus1YearAmt
Total$85,646TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$85,646PublicSupportTotal170Amt
Total Support$85,646TotalSupportAmt
Gross Receipts Rltd Activities$209,375GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: LOSS FROM PARTNERSHIP. AMOUNT: 756,640. DESCRIPTION: REPAIRS & MAINTENANCE. AMOUNT: 7,577. DESCRIPTION: TAXES/LICENSES/PERMITS. AMOUNT: 342. TOTAL TO FORM 990-EZ, LINE 16: 764,559.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 34,372. END OF YEAR AMOUNT: 52,469. DESCRIPTION: NOTES AND LOANS RECEIVABLE, NET. BEG. OF YEAR AMOUNT: 63,211. END OF YEAR AMOUNT: 88,211.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 14,575. END OF YEAR AMOUNT: 26,108. DESCRIPTION: SECURTED MORTGAGES AND NOTES PAYABLE TO UNRELATED THIRD PARTIES. BEG. OF YEAR AMOUNT: 228,150. END OF YEAR AMOUNT: 228,150. DESCRIPTION: INVESTMENT IN PARTNERSHIP(S). BEG. OF YEAR AMOUNT: 6,787,547. END OF YEAR AMOUNT: 7,544,188. DESCRIPTION: DUE TO RELATED PARTY. BEG. OF YEAR AMOUNT: 1,695. END OF YEAR AMOUNT: 3,520.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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