2022-05-12T19:19:44-05:00 2021-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2020-07-01 943205085 ALLIED HOUSING INC ALLI 5106577409 40849 FREMONT BLVD FREMONT CA 94538 JOHN REIBER CFO 5106577409 2022-05-11 1 JOHN REIBER 999009999 MATTHEW PETROSKI P00853132 9257902600 2022-05-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LOUIS CHICOINE 40849 FREMONT BLVD FREMONT CA 94538 20949714 0 X WWW.ABODESERVICES.ORG X 1994 CA DEVELOP AND PROVIDE AFFORDABLE HOUSING OR LOW-INCOME AND SPECIAL NEEDS HOUSEHOLDS. 14 14 0 14 65765 0 775996 1758469 4432565 5546186 2597 2476919 240803 639134 5451961 10420708 0 0 0 0 1686584 1611481 0 0 51144 3095406 2599456 4781990 4210937 669971 6209771 47320361 49648771 44683089 40801728 2637272 8847043 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 2933857 1536602 ASSIST SUBSTANTIALLY HOMELESS, IMPOVERISHED AND/OR SPECIAL NEEDS INDIVIDUALS AND FAMILIES WITHIN ALAMEDA COUNTY WITH OBTAINING ADEQUATE AND AFFORDABLE HOUSING ACCOMODATIONS. 670403 4569682 DEVELOP AND REHABILITATE PERMANENT AFFORDABLE HOUSING UNITS TO SERVE LOW INCOME AND/OR SPECIAL NEEDS INDIVIDUALS AND FAMILIES WITHIN ALAMEDA COUNTY. 3604260 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 23 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X TIM SALUD 5105657126 40849 FREMONT BLVD FREMONT CA 94538 JOHN BARTON BOARD DIRECTOR 2.00 6.00 X 0 0 0 HIRENDRA HINDOCHA VICE PRESIDENT 2.00 6.00 X X 0 0 0 TEJAS SARAIYA VICE PRESIDENT 2.00 6.00 X X 0 0 0 TERESA POWELL - TO JAN 2021 TREASURER 2.00 6.00 X X 0 0 0 TARRAH HENRIE SECRETARY 1.00 3.00 X X 0 0 0 ROHIT ANGLE BOARD DIRECTOR 2.00 6.00 X 0 0 0 SAMEER BHASIN BOARD DIRECTOR 2.00 6.00 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 BRIAN GIN BOARD DIRECTOR 1.00 3.00 X 0 0 0 JOHN LEE TREASURER 1.00 3.00 X X 0 0 0 GAIL PRICE BOARD DIRECTOR 2.00 6.00 X 0 0 0 KEN SMITH BOARD PRESIDENT 2.00 6.00 X X 0 0 0 TOM WASOW BOARD DIRECTOR 1.00 3.00 X 0 0 0 HASSAN KHAWAJA BOARD DIRECTOR 1.00 3.00 X 0 0 0 LOUIS CHICOINE CHIEF EXECUTIVE OFFICER 7.00 33.00 X 0 266924 8071 VIVIAN WAN CHIEF OPERATING OFFICER 6.00 32.00 X 0 194545 13540 JOHN REIBER CHIEF FINANCIAL OFFICER 5.00 35.00 X 0 248137 6797 JOHNATHAN WHITE CHIEF REAL ESTATE OFFICER 14.00 24.00 X 0 156804 15484 MARILYN LOVELACE-GRANT VP OF HUMAN RESOURCES 4.00 36.00 X 0 155615 12036 BRONWYN HOGAN VP COMMUNITY RELATIONS 4.00 36.00 X 0 149087 11325 KARA CARNAHAN VP OF PROGRAMS 1.00 39.00 X 0 151732 14810 TYLER RICHARD MARTIN CONTROLLER 1.00 39.00 X 0 143305 9382 0 1466149 91445 0 0 1 0 ABODE SERVICES 40849 FREMONT BLVD FREMONT CA 94538 STAFFING SERVICES AND OTHER EXPENSES 3762876 COMMUNITY VISTION CAPITAL & CONSULTING 870 MARKET STREET SUITE 677 SAN FRANCISCO CA 94102 FINANCING 756855 BBI CONSTRUCTION 1155 3RD STREET 230 OAKLAND CA 94607 GENERAL CONTRACTOR - CONSTRUCTION SERVIC 741656 HERMAN COLIVER LOCUS ARCHITECTURE INC 423 TEHAMA STREET 2ND FLOOR SAN FRANCISCO CA 94103 ARCHITECTURAL SERVICES 506582 DAHLIN GROUP INC 5865 OWENS DRIVE PLEASANTON CA 94588 ARCHITECTURAL SERVICES 287833 11 150000 1333087 275382 1758469 DEVELOPER FEES 624200 4009584 4009584 RENT INCOME 531110 1067275 1067275 MISC TENANT SERVICE FE 624200 469327 469327 5546186 5925 5925 79036 0 79036 79036 65765 13271 13000000 10529006 2470994 2470994 2470994 GAIN ON P'SHIP INVESTM 531110 560098 560098 560098 10420708 6106284 65765 2490190 X 1326019 970685 312920 42414 185552 141901 37975 5676 99910 76408 20448 3054 264697 264697 46750 46750 177382 47249 130133 436739 436739 131309 107882 23427 720613 720613 8419 7118 1301 262683 262683 280513 280513 60515 31288 29227 ACTIVITY EXPENSES 196624 196624 MISCELLANEOUS EXPENSE 11720 11618 102 BAD DEBT 1492 1492 4210937 3604260 555533 51144 1416216 3276590 42271 65605 1861429 7214074 19992 31255 31915632 1740483 39694049 30175149 3677675 4218357 608729 4667741 47320361 49648771 1610488 2659805 139525 142216 37147203 30463414 5785873 7536293 44683089 40801728 X 2637272 8847043 2637272 8847043 47320361 49648771 6209771 0 X 0 1 X 1 1 1 X 302475 3029533 979998 775996 1758469 6846471 1717788 1307251 3032051 4712948 6106284 16876322 2020263 4336784 4012049 5488944 7864753 23722793 0 0 0 23722793 2774 2597 19196 24567 2774 2597 19196 24567 2020263 4336784 4014823 5491541 7883949 23747360 0.99900 0.99910 0.00100 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2110196 2110196 6914319 1740483 5173836 22891117 22891117 30175149 INVESTMENT IN HOUSING ALLIANCE PARTNERSHIPS 1303157 F INVESTMENT IN 2891 CARMEN STREET, L.P 449345 F INVESTMENT ON MAIN STREET VILLAGE, L.P. 2165540 F INVESTMENT IN LAGUNA COMMONS, LLC 315 F INVESTMENT IN CITY CENTER 300000 F 4218357 TENANT SECURITY DEPOSITS 81001 REPLACEMENT RESERVES 293189 OPERATING RESERVES 427633 CAPITALIZED SUBSIDY OPERATING RESERVE 624182 PROJECT RESERVE 3241736 4667741 TENANT DEPOSITS 51559 ACCRUED INTEREST PAYABLE 1989282 LOAN TO ABODE SERVICES 5495452 7536293 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, 2018 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS OF THE TAX YEARS ENDED JUNE 30, 2017 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD. 0 0 0 0 0 0 0 0 0 LOUIS CHICOINE CHIEF EXECUTIVE OFFICER 0 261832 0 5092 0 0 0 7970 0 101 0 274995 0 0 JOHN REIBER CHIEF FINANCIAL OFFICER 0 243500 0 4637 0 0 0 0 0 6797 0 254934 0 0 VIVIAN WAN CHIEF OPERATING OFFICER 0 190837 0 3708 0 0 0 5769 0 7771 0 208085 0 0 JOHNATHAN WHITE CHIEF REAL ESTATE OFFICER 0 153771 0 3033 0 0 0 4693 0 10791 0 172288 0 0 MARILYN LOVELACE-GRANT VP OF HUMAN RESOURCES 0 152605 0 3010 0 0 0 1556 0 10480 0 167651 0 0 KARA CARNAHAN VP OF PROGRAMS 0 148867 0 2865 0 0 0 4496 0 10314 0 166542 0 0 BRONWYN HOGAN VP COMMUNITY RELATIONS 0 146195 0 2892 0 0 0 4453 0 6872 0 160412 0 0 TYLER RICHARD MARTIN CONTROLLER 0 140758 0 2547 0 0 0 0 0 9382 0 152687 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: 25%, HOUSING FOR INDEPENDENT PEOPLE: 13%, COMMUNITY WORKING GROUP: 2%. 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 COMPEMSATION 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 319,280. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 319,280. ADMINSTRATIVE RENT FREE UNIT: PROGRAM SERVICE EXPENSES 33,049. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,049. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 84,410. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,410. ALLIED 2095 EVANS LLC 40849 FREMONT BLVD FREMONT CA 94538 943205085 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 0 0 ALLIED HOUSING INC ALLIED 2201 BRUSH LLC 40849 FREMONT BLVD FREMONT CA 94538 943205085 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 0 0 ALLIED HOUSING INC ALLIED 2595 DEPOT LLC 40849 FREMONT BLVD FREMONT CA 94538 844822903 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 0 0 ALLIED HOUSING INC ALLIED 2904 CORVIN LLC 40849 FREMONT BLVD FREMONT CA 94538 843348118 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 0 0 ALLIED HOUSING INC ALLIED 34320 FREMONT LLC 40849 FREMONT BLVD FREMONT CA 94538 943205085 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 0 0 ALLIED HOUSING INC ALLIED 38631 FREMONT LLC 40849 FREMONT BLVD FREMONT CA 94538 844840686 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 0 0 ALLIED HOUSING INC ALLIED 4038 IRVINGTON LLC 40849 FREMONT BLVD FREMONT CA 94538 943205085 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 0 0 ALLIED HOUSING INC ALLIED 801 PINE LLC 40849 FREMONT BLVD FREMONT CA 94538 943205085 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 0 0 ALLIED HOUSING INC MISSION BELL SUPPORTIVE HOUSING LLC 40849 FREMONT BLVD FREMONT CA 94538 943205085 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 1276 3137645 ALLIED HOUSING INC ALLIED 3335 KIFER LLC 40849 FREMONT BLVD FREMONT CA 94538 854194042 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 0 0 ALLIED HOUSING INC ABODE SERVICES 40849 FREMONT BLVD FREMONT CA 94538 943087060 HOUSING AND SUPPORT SERVICES CA 501(C)(3) LINE 7 N/A 0 HOUSING FOR INDEPENDENT PEOPLE INC 40849 FREMONT BLVD FREMONT CA 94538 942650901 HOUSING AND SUPPORT SERVICES CA 501(C)(3) LINE 7 ABODE SERVICES 0 COMMUNITY WORKING GROUP 40849 FREMONT BLVD FREMONT CA 94538 770446309 HOUSING AND SUPPORT SERVICES CA 501(C)(3) LINE 10 ABODE SERVICES 0 OPPORTUNITY CENTER HDC INC 40849 FREMONT BLVD FREMONT CA 94538 542090590 TO FACILITATE THE DEVELOPMENT OF AFFORDABLE HOUSING CA 501(C)(3) LINE 12A, I ABODE SERVICES 0 FREMONT MAIN STREET VILLAGE LP 303 VINTAGE PARK SUITE 250 FOSTER CITY CA 94404 271080806 ACQUIRE, DEVELOP, OWN AND OPERATE A RENTAL HOUSING COMPLEX CA ALLIED HOUSING INC RELATED -245662 11226725 0 1 0.49000 HOUSING ALLIANCE LP 2220 OXFORD STREET BERKELEY CA 94704 371475625 ACQUIRE, DEVELOP, OWN AND OPERATE A RENTAL HOUSING COMPLEX CA ALLIED HOUSING INC RELATED -34386 1185276 0 1 0.99990 2891 CARMEN STREET LP 1835 ALCATRAZ AVE BERKELEY CA 94703 113784472 CONSTRUCT A COMPLEX WITH 30 UNITES TO HOUS LOW-INCOME FAMILIES CA ALLIED HOUSING INC RELATED -63476 440266 0 1 0.00010 LAGUNA COMMONS ASSOCIATON LP 303 VINTAGE PARK SUITE 250 FOSTER CITY CA 94404 461128572 ACQUIRE, DEVELOP, OWN AND OPERATE A RENTAL HOUSING COMPLEX CA ALLIED HOUSING INC RELATED -42 119790 0 1 0.00010 ALLIED 2904 CORVIN LP 40849 FREMONT BLVD FREMONT CA 94538 831653202 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ALLIED 2904 CORVIN LLC RELATED 8735202 0 1 0.00010 ALLIED 2095 EVANS LP 40849 FREMONT BLVD FREMONT CA 94538 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ALLIED 2095 EVANS LLC RELATED 0 1 1.00000 ALLIED 38631 FREMONT LP 40849 FREMONT BLVD FREMONT CA 94538 833264814 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ALLIED 38631 FREMONT LLC RELATED 3347430 0 1 0.00010 ALLIED 34320 FREMONT LP 40849 FREMONT BLVD FREMONT CA 94538 844142045 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ALLIED 34320 FREMONT LLC RELATED 5753310 0 1 1.00000 ALLIED 4038 IRVINGTON LP 40849 FREMONT BLVD FREMONT CA 94538 844041558 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ALLIED 4038 IRVINGTON LLC RELATED 0 1 1.00000 ALLIED 2595 DEPOT LP 40849 FREMONT BLVD FREMONT CA 94538 843856360 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ALLIED 2595 DEPOT LLC RELATED 7575009 0 1 1.00000 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 13583608 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 0 0 1 0 1 0 0 0 0 1 0 1 1 1 1 1 1 0 0