2021-05-11T12:40:34-05:00 2020-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2019-07-01 943205085 ALLIED HOUSING INC ALLI 5106577409 40849 FREMONT BLVD FREMONT CA 94538 JOHN REIBER CFO 5106577409 2021-05-06 1 MATTHEW PETROSKI P00853132 9257902600 2021-05-06 2019 2022-09-23 18:48:47Z LOUIS CHICOINE 40849 FREMONT BLVD FREMONT CA 94538 5557852 0 X WWW.ABODESERVICES.ORG X 1994 CA DEVELOP AND PROVIDE AFFORDABLE HOUSING OR LOW-INCOME AND SPECIAL NEEDS HOUSEHOLDS. 14 14 0 14 -39580 -39580 979998 775996 3032051 4432565 2774 2597 -62708 240803 3952115 5451961 0 0 0 0 1435601 1686584 0 0 31869 2358779 3095406 3794380 4781990 157735 669971 46357799 47320361 45733396 44683089 624403 2637272 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 3446156 2609020 ASSIST SUBSTANTIALLY HOMELESS, IMPOVERISHED AND/OR SPECIAL NEEDS INDIVIDUALS AND FAMILIES WITHIN ALAMEDA COUNTY WITH OBTAINING ADEQUATE AND AFFORDABLE HOUSING ACCOMODATIONS. 970812 2103928 DEVELOP AND REHABILITATE PERMANENT AFFORDABLE HOUSING UNITS TO SERVE LOW INCOME AND/OR SPECIAL NEEDS INDIVIDUALS AND FAMILIES WITHIN ALAMEDA COUNTY. 4416968 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 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 36 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 KATHLEEN CHEATHAM 5103305183 40849 FREMONT BLVD FREMONT CA 94538 JOHN BARTON PRESIDENT 2.00 6.00 X 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 TREASURER 2.00 6.00 X X 0 0 0 TARRAH HENRIE SECRETARY 2.00 6.00 X X 0 0 0 ROHIT ANGLE BOARD DIRECTOR 1.00 3.00 X 0 0 0 SAMEER BHASIN 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 BRIAN GIN BOARD DIRECTOR 1.00 3.00 X 0 0 0 JOHN LEE BOARD DIRECTOR 1.00 3.00 X 0 0 0 GAIL PRICE 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 CHIEF EXECUTIVE OFFICER 2.00 38.00 X 0 242070 7262 VIVIAN WAN CHIEF OPERATING OFFICER 2.00 38.00 X 0 160045 13070 DAVID BLOHM CHIEF FINANCIAL OFFICER (LEFT 8/2019) 4.00 36.00 X 0 125934 5452 JOHN REIBER CHIEF FINANCIAL OFFICER 2.00 38.00 X 0 41720 488 JOHNATHAN WHITE CHIEF REAL ESTATE OFFICER 2.00 38.00 X 0 133809 12080 MARILYN LOVELACE-GRANT VP OF HUMAN RESOURCES 1.00 39.00 X 0 138077 9990 BRONWYN HOGAN VP COMMUNITY RELATIONS 2.00 38.00 X 0 140767 10063 KARA CARNAHAN VP OF PROGRAMS 0.00 40.00 X 0 119694 11522 SUSAN DICKESON DIRECTOR OF FINANCIAL PLANNING 1.00 39.00 X 0 116299 10870 0 1218415 80797 0 0 1 0 ABODE SERVICES 40849 FREMONT BLVD FREMONT CA 94538 STAFFING SERVICES AND OTHER EXPENSES 1978829 LOWNEY ARCHITECTURE 360 17TH STREET SUITE 200 OAKLAND CA 94612 PROJECTS ARCHITECTURE SERVICES 1221967 MAYERS ARCHITECTURE 5132 CORONADO AVENUE OAKLAND CA 94618 PROJECTS ARCHITECTURE SERVICES 436156 BKF ENGINEERS 255 SHORELINE DRIVE STE 200 REDWOOD CITY CA 94065 PROJECTS ENGINEERING SERVICES 427489 TACTICAL ADVANCED GROUP 6203 SAN IGNACIO AVENUE SUITE 110 SAN JOSE CA 95119 SECURITY SERVICES AT PROPERTIES 404292 23 325996 450000 775996 RENT INCOME 531110 2509024 2509024 DEVELOPER FEES 624200 1823545 1823545 MISC TENANT SERVICE FE 624200 99996 99996 4432565 2597 2597 66311 105891 -39580 -39580 -39580 GAIN ON P'SHIP INVESTM 531110 280383 280383 280383 5451961 4712948 -39580 2597 X 1365480 1161334 178651 25495 208718 175544 29031 4143 112386 94523 15632 2231 166016 166016 28473 28473 55284 17784 37500 667583 625955 41628 85447 71881 13566 798683 798683 17827 13370 4457 389233 389233 328771 328771 35620 27832 7788 ACTIVITY EXPENSES 219202 219202 PROJECT DVLPMT WRITE OF 144316 144316 PROJECT CARRYING COSTS 96622 96622 BAD DEBT 45285 45285 17044 12144 4900 4781990 4416968 333153 31869 461934 1416216 72596 42271 1285436 1861429 536579 19992 41930665 2236616 42324108 39694049 1139688 3677675 537458 608729 46357799 47320361 1044683 1610488 128779 139525 38542613 37147203 4620512 1396809 5785873 45733396 44683089 X 624403 2637272 624403 2637272 46357799 47320361 669971 1342898 0 X X 0 1 X 1 1 1 X 373769 302475 3029533 979998 775996 5461771 524636 1717788 1307251 3032051 4712948 11294674 898405 2020263 4336784 4012049 5488944 16756445 0 0 0 16756445 10018 2774 2597 15389 10018 2774 2597 15389 908423 2020263 4336784 4014823 5491541 16771834 0.99910 0.99390 0.00090 0.00610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3287984 3287984 14924546 2159182 12765364 1590714 71678 1519036 7508 5756 1752 22119913 22119913 39694049 INVESTMENT IN HOUSING ALLIANCE PARTNERSHIPS 1095572 F INVESTMENT IN 2891 CARMEN STREET, L.P 449366 F INVESTMENT ON MAIN STREET VILLAGE, L.P. 1832394 F INVESTMENT IN LAGUNA COMMONS, LLC 343 F INVESTMENT IN CITY CENTER 300000 F 3677675 TENANT DEPOSITS 69631 ACCRUED INTEREST PAYABLE 1816359 LOAN TO ABODE SERVICES 3899883 5785873 0 0 0 0 0 0 0 0 0 LOUIS CHICOINE CHIEF EXECUTIVE OFFICER 0 242070 0 0 0 0 0 7262 0 0 0 249332 0 0 VIVIAN WAN CHIEF OPERATING OFFICER 0 160045 0 0 0 0 0 5364 0 7706 0 173115 0 0 BRONWYN HOGAN VP COMMUNITY RELATIONS 0 140767 0 0 0 0 0 3516 0 6547 0 150830 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 442,389. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 442,389. SUPPORT SERVICE FEE: PROGRAM SERVICE EXPENSES 119,667. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 119,667. ADMINSTRATIVE RENT FREE UNIT: PROGRAM SERVICE EXPENSES 25,728. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,728. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 38,171. MANAGEMENT AND GENERAL EXPENSES 41,628. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,799. FORM 990, PART XII, LINE 2C: THE FINANCIAL REPORTING OVERSIGHT PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. 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 0 0 ALLIED HOUSING INC ABODE SERVICES 40849 FREMONT BLVD FREMONT CA 94538 943087060 END HOMELESSNESS BY ASSITING LOW-INCOME, UN-HUSED PEOPLE TO SECURE HOUSING CA 501(C)(3) LINE 7 N/A 0 HOUSING FOR INDEPENDENT PEOPLE INC 40849 FREMONT BLVD FREMONT CA 94538 942650901 TO PROVIDE HOUSING TO LOW INCOME PEOPLE AND PEOPLE WITH SPECIAL NEEDS CA 501(C)(3) LINE 7 ABODE SERVICES 0 COMMUNITY WORKING GROUP 40849 FREMONT BLVD FREMONT CA 94538 770446309 TO PROVIDE HOUSING SUPPORT TO THE HOMELESS AND LOW INCOME INDIVIDUALS 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 HOUSING ALLIANCE LP 2220 OXFORD STREET BERKELEY CA 94704 371475625 ACQUIRE, DEVELOP, OWN AND OPERATE A RENTAL HOUSING COMPLEX CA ALLIED HOUSING INC RELATED 6672598 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 -17 489090 0 1 0.00010 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 -287579 11498481 0 1 0.49000 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 -46 112154 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 4158151 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 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 3968347 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 4645454 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 OPPORTUNITY CENTER ASSOCIATES LP 40849 FREMONT BLVD FREMONT CA 94538 710928495 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA OPPORTUNITY CENTER HDC RELATED 12512888 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 1 0 1 0 0 0 0 1 0 1 1 1 1 1 1 0 0