2025-09-24T17:08:52-05:00 2024-12-31 582487348 APRIO ADVISORY GROUP LLC 2185 N CALIFORNIA BLVD SUITE 350 WALNUT CREEK CA 94596 990 2024-01-01 680275241 SONOMA COUNTY AFFORDABLE HOMES INC SONO 4152581800 22 PELICAN WAY SAN RAFAEL CA 94901 DAVE EGAN PRESIDENT 4152581800 2025-08-14 1 1 JAMES W GODBEE JR P00346450 9252102180 2025-08-14 2024 2025-03-06 01:10:19Z DAVE EGAN 22 PELICAN WAY SAN RAFAEL CA 94901 403168 0 X N/A X 1991 CA TO PROVIDE HOUSING FOR LOW INCOME PERSONS, WHERE NO ADEQUATE HOUSING EXISTS FOR SUCH GROUPS, AND TO LESSEN THE BURDEN OF LOCAL GOVERNMENT BY PROVIDING HOUSING FOR VERY LOW TO MODERATE INCOME HOUSEHOLDS. 5 3 1 0 0 0 70184 98680 272611 301650 5289 2838 0 0 348084 403168 40930 4118 0 0 50241 53633 0 0 0 388514 439988 479685 497739 -131601 -94571 357117 364363 17803942 17905759 -17446825 -17541396 TO PROVIDE HOUSING FOR LOW INCOME PERSONS, WHERE NO ADEQUATE HOUSING EXISTS FOR SUCH GROUPS, AND TO LESSEN THE BURDEN OF LOCAL GOVERNMENT BY PROVIDING HOUSING FOR VERY LOW TO MODERATE INCOME HOUSEHOLDS. 0 0 493621 301650 THE CORPORATION SERVES AS THE GENERAL PARTNER IN ONE LIMITED PARTNERSHIP WHICH PROVIDES 18 UNITS OF LOW-INCOME HOUSING IN HEALDSBURG, CALIFORNIA. THE CORPORATION ALSO SERVES AS THE SOLE OWNER OF THREE LIMITED LIABILITY COMPANIES AND A 50% MEMBER OF ONE LIMITED LIABILITY COMPANY. THESE LIMITED LIABILITY COMPANIES SERVE AS THE GENERAL PARTNER IN LIMITED PARTNERSHIPS WHICH PROVIDE A TOTAL OF 217 UNITS OF LOW-INCOME HOUSING IN SANTA ROSA, CLOVERDALE, NOVATO AND PT. REYES STATION, CALIFORNIA. 4118 4118 THE CORPORATION PROVIDED GENERAL SUPPORT TO EAH INC., A RELATED CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, IN FURTHERANCE OF EAH INC.'S EXEMPT PURPOSE OF PROVIDING AFFORDABLE HOUSING TO ELDERLY, VERY LOW, LOW AND MODERATE INCOME INDIVIDUALS AND FAMILIES. 497739 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 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 1 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 CA X EAH INC 4152581800 22 PELICAN WAY SAN RAFAEL CA 94901 BEN RAY VICE PRESIDENT 0.10 40.00 X X 0 0 0 DANIEL RHINE DIRECTOR 0.10 X 0 0 0 DAVE EGAN PRESIDENT 0.10 40.00 X X 0 270053 32623 TESSA QUINTANILLA SECRETARY/TREAS 9.00 31.00 X X 47511 137491 25148 NATASHA RABEY DIRECTOR 0.10 X 0 0 0 47511 407544 57771 0 0 1 0 0 60000 38680 98680 ALLOCABLE SHARE PS REN 531110 248141 248141 PARTNERSHIP MGMT FEES 531110 53509 53509 301650 2838 2838 403168 301650 0 2838 4118 4118 47511 47511 2375 2375 3747 3747 4275 4275 2774 2774 ALLOCABLE SHARE PS EXPE 376440 376440 PS MANAGEMENT FEES 53509 53509 MISCELLANEOUS EXPENSES 2990 2990 497739 497739 0 0 3355 3707 301947 307147 51815 53509 357117 364363 1250 184947 190147 17618995 17714362 17803942 17905759 X -17446825 -17541396 -17446825 -17541396 357117 364363 -94571 0 X 0 1 X 1 0 X 46321 82702 93420 70184 98680 391307 263360 272047 286578 271256 300295 1393536 309681 354749 379998 341440 398975 1784843 0 163058 171740 186263 166026 189964 877051 163058 171740 186263 166026 189964 877051 907792 16 1445 5050 5289 2838 14638 16 1445 5050 5289 2838 14638 309697 356194 385048 346729 401813 1799481 0.50450 0.51180 0.00810 0.01450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PARTNERSHIP MGMT FEES RECEIVABLE 53509 53509 PARTNERSHIP MGMT FEE PAYABLE 53509 INVESTMENT IN PS-NEGATIVE CAP ACCT 17660853 17714362 X PART X, LINE 2: EAH AND OTHER NOT-FOR-PROFIT CORPORATIONS HAVE BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE, UNDER CODE SECTION 501(C)(3), AND THE CALIFORNIA FRANCHISE TAX BOARD UNDER THE REVENUE AND TAXATION CODE SECTION 23701(D). THE INCOME OR LOSS FROM THE PARTNERSHIPS IS REPORTED BY THE PARTNERS ON THEIR TAX RETURNS. NO INCOME TAX PROVISION HAS BEEN INCLUDED IN THE COMBINED FINANCIAL STATEMENTS FOR THE SINGLE MEMBER LIMITED LIABILITY COMPANIES WHICH ARE GENERALLY CONSIDERED DISREGARDED ENTITIES. THE INCOME AND LOSS OF THE LLCS IS INCLUDED IN THE TAX RETURNS OF THEIR RESPECTIVE SOLE MEMBERS. ONLY THE ANNUAL CALIFORNIA LIMITED LIABILITY COMPANY MINIMUM TAX AND THE ANNUAL FEE APPEAR AS EXPENSE IN THE COMBINED FINANCIAL STATEMENTS. EAH AND AFFILIATES BELIEVE THAT THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE COMBINED FINANCIAL STATEMENTS. EAH AND AFFILIATES' FEDERAL AND STATE INCOME TAX AND INFORMATION RETURNS FOR THE YEARS 2020 THROUGH 2023 ARE SUBJECT TO EXAMINATION BY THE REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. 0 0 0 0 0 0 0 0 0 DAVE EGAN PRESIDENT 0 239394 0 30659 0 0 0 13553 0 19070 0 302676 0 0 TESSA QUINTANILLA SECRETARY/TREAS 43187 124518 4324 12973 0 0 2376 7127 186 15459 50073 160077 0 0 PART I, LINE 3 A COMPENSATION COMMITTEE IS USED TO ESTABLISH COMPENSATION OF RELATED ORGANIZATION'S CEO/CFO,OFFICERS AND KEY EMPLOYEES. BOARD OR COMPENSATION COMMITTEE'S APPROVAL IS ALSO REQUIRED. FORM 990, PART VI, SECTION A, LINE 3 THE CORPORATION IS MANAGED BY EAH INC., A NONPROFIT PUBLIC BENEFIT CORPORATION RELATED TO THE CORPORATION BY COMMON MEMBERS OF THE BOARD OF DIRECTORS AND/OR THE POWER TO APPOINT DIRECTORS. EAH IS RESPONSIBLE FOR THE DAY TO DAY OPERATIONS OF THE CORPORATION, INCLUDING MAINTENANCE OF ACCOUNTING RECORDS. FORM 990, PART VI, SECTION A, LINE 7A FIVE DIRECTORS SHALL BE APPOINTED AS FOLLOWS: A. ALL DIRECTORS SHALL BE APPOINTED BY EAH INC., A CALIFORNIA NONPROFIT CORPORATION, FORMERLY KNOWN AS ECUMENICAL HOUSING ASSOCIATION. B. AT ALL TIMES, AT LEAST ONE-THIRD OF THE DIRECTORS SHALL BE RESIDENTS OF LOW-INCOME NEIGHBORHOODS, OTHER LOW-INCOME COMMUNITY RESIDENTS, OR ELECTED REPRESENTATIVES OF LOW-INCOME NEIGHBORHOOD ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO SUBCOMMITTEES OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER OF EAH INC., A RELATED 501(C)(3) NONPROFIT PUBLIC BENEFIT CORPORATION, REVIEWS THE FORM 990 PRIOR TO PRESENTATION TO AN OFFICER FOR SIGNATURE. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A EXPLANATION - ALL THREE OF THE CORPORATION'S OFFICERS ARE COMPENSATED EMPLOYEES OF EAH INC., A RELATED 501(C)(3) EXEMPT ORGANIZATION. SALARIES FROM EAH INC. ARE SUBJECT TO ANNUAL REVIEW BY EAH INC.'S COMPENSATION COMMITTEE, A SUB-COMMITTEE OF THE BOARD OF DIRECTORS. LINE 15B EXPLANATION - ALL THREE OF THE CORPORATION'S OFFICERS ARE COMPENSATED EMPLOYEES OF EAH INC., A RELATED 501(C)(3) EXEMPT ORGANIZATION. SALARIES FROM EAH INC. ARE SUBJECT TO ANNUAL REVIEW BY EAH INC.'S COMPENSATION COMMITTEE, A SUB-COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST SONOMA CREEKSIDE EAH LLC 22 PELICAN WAY SAN RAFAEL CA 94901 461300193 SERVES AS GP IN FEIN 80-0890024, SEE PART III CA 0 0 68-0275241 MACKEY TERRACE EAH LLC 22 PELICAN WAY SAN RAFAEL CA 94901 811043580 SERVES AS GP IN FEIN 30-0893427, SEE PART III CA 0 0 68-0275241 WALNUT PLACE EAH LLC 22 PELICAN WAY SAN RAFAEL CA 94901 811064104 SERVES AS GP IN FEIN 36-4825851, SEE PART III CA 0 0 68-0275241 EAH INC 22 PELICAN WAY SAN RAFAEL CA 94901 941699153 LOW-INCOME HOUSING CA 501(C)(3) 7 N/A 0 1150 WEBSTER STREET INC 22 PELICAN WAY SAN RAFAEL CA 94901 680381750 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 ARBOR COURT INC 22 PELICAN WAY SAN RAFAEL CA 94901 201931523 LOW-INCOME HOUSING CA 501(C)(3) 10 EAH INC 0 BECKETT HALL INC 22 PELICAN WAY SAN RAFAEL CA 94901 943272520 LOW-INCOME HOUSING CA 501(C)(3) 10 EAH INC 0 BEE STREET HOUSING INC 22 PELICAN WAY SAN RAFAEL CA 94901 942914706 LOW-INCOME HOUSING CA 501(C)(3) 7 EAH INC 0 BELVEDERE-TIBURON HOUSING ASSOCIATION 22 PELICAN WAY SAN RAFAEL CA 94901 680101339 LOW-INCOME HOUSING CA 501(C)(3) 7 EAH INC 0 BRIDGECOURT HOUSING INC 22 PELICAN WAY SAN RAFAEL CA 94901 911769060 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 CECILIA PLACE HOMES INC 22 PELICAN WAY SAN RAFAEL CA 94901 680362733 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 CLOVERDALE SENIOR HOUSING INC 22 PELICAN WAY SAN RAFAEL CA 94901 237337622 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 DON AVANTE FAMILY HOMES INC 22 PELICAN WAY SAN RAFAEL CA 94901 680418058 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 DRAKES WAY EAH INC 22 PELICAN WAY SAN RAFAEL CA 94901 271359232 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 DUBLIN TRANSIT EAH INC 22 PELICAN WAY SAN RAFAEL CA 94901 271359283 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 EAH-SAN PABLO 22 PELICAN WAY SAN RAFAEL CA 94901 680226642 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 EAH COMMUNITY HOUSING INC 22 PELICAN WAY SAN RAFAEL CA 94901 942832606 LOW-INCOME HOUSING CA 501(C)(3) 7 EAH INC 0 EAH UNIVERSITY PROPERTIES INC 22 PELICAN WAY SAN RAFAEL CA 94901 311743248 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 EAH-CONTRA COSTA INC 22 PELICAN WAY SAN RAFAEL CA 94901 680289600 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 EAH-CREEKSIDE 22 PELICAN WAY SAN RAFAEL CA 94901 680181572 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 ECOLOGY HOUSE 22 PELICAN WAY SAN RAFAEL CA 94901 680302530 LOW-INCOME HOUSING CA 501(C)(3) 7 EAH INC 0 ELENA GARDENS HOMES INC 22 PELICAN WAY SAN RAFAEL CA 94901 931153533 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 FLORAL GARDENS APARTMENTS INC 22 PELICAN WAY SAN RAFAEL CA 94901 680371265 LOW-INCOME HOUSING CA 501(C)(3) 7 EAH INC 0 FOUNTAIN WEST APARTMENTS INC 22 PELICAN WAY SAN RAFAEL CA 94901 680371264 LOW-INCOME HOUSING CA 501(C)(3) 7 EAH INC 0 GOLDEN OAK MANOR INC 22 PELICAN WAY SAN RAFAEL CA 94901 680362018 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 HAMILTON AFFORDABLE HOMES INC 22 PELICAN WAY SAN RAFAEL CA 94901 680486556 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 HUI KAUHALE INC 733 BISHOP STREET STE 1717 HONOLULU HI 96813 990325011 LOW-INCOME HOUSING HI 501(C)(3) 12A EAH INC 0 INTERFAITH HOUSING FOUNDATION 22 PELICAN WAY SAN RAFAEL CA 94901 941750481 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 KALANI MALA INC 733 BISHOP STREET STE 1717 HONOLULU HI 96813 990327623 LOW-INCOME HOUSING HI 501(C)(3) 12A EAH INC 0 KUKUI KAUHALE INC 733 BISHOP STREET STE 1717 HONOLULU HI 96813 990325532 LOW-INCOME HOUSING HI 501(C)(3) 12A EAH INC 0 LINCOLN AVENUE APARTMENTS INC 22 PELICAN WAY SAN RAFAEL CA 94901 680333527 LOW-INCOME HOUSING CA 501(C)(3) 7 EAH INC 0 LOS ROBLES APARTMENTS INC 22 PELICAN WAY SAN RAFAEL CA 94901 680371125 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 MAIN STEET APARTMENTS INC 22 PELICAN WAY SAN RAFAEL CA 94901 911767139 LOW-INCOME HOUSING CA 501(C)(3) 7 EAH INC 0 MIDTOWN HOMES INC 22 PELICAN WAY SAN RAFAEL CA 94901 680360646 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 MORGAN HILL RANCH HOUSING INC 22 PELICAN WAY SAN RAFAEL CA 94901 680386788 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 NORTH MARIN SENIOR HOUSING CORPORATION 22 PELICAN WAY SAN RAFAEL CA 94901 680174526 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 PALM COURT SENIOR HOMES INC 22 PELICAN WAY SAN RAFAEL CA 94901 680386802 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 POINT REYES EAH INC 22 PELICAN WAY SAN RAFAEL CA 94901 273932990 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 RODEO SENIOR APARTMENTS INC 22 PELICAN WAY SAN RAFAEL CA 94901 680449067 LOW-INCOME HOUSING CA 501(C)(3) 7 EAH INC 0 ROHLFFS MANOR EAH INC 22 PELICAN WAY SAN RAFAEL CA 94901 271359316 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 SAN CLEMENTE EAH INC 22 PELICAN WAY SAN RAFAEL CA 94901 271359069 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 SOUTH WINERY HOUSING INC 22 PELICAN WAY SAN RAFAEL CA 94901 680364561 LOW-INCOME HOUSING CA 501(C)(3) 10 EAH INC 0 STONEHAVEN STUDENT HOUSING INC 22 PELICAN WAY SAN RAFAEL CA 94901 311789655 LOW-INCOME HOUSING CA 501(C)(3) 10 EAH INC 0 THREE OAKS FAMILY HOMES INC 22 PELICAN WAY SAN RAFAEL CA 94901 680333463 LOW-INCOME HOUSING. CA 501(C)(3) 12A EAH INC 0 CENTERTOWN INC 22 PELICAN WAY SAN RAFAEL CA 94901 943095407 LOW-INCOME HOUSING. CA 501(C)(3) 12A EAH INC 0 RIVERFIELD HOMES LIMITED PARTNERSHIP 22 PELICAN WAY SAN RAFAEL CA 94901 680316588 LOW-INC HSG CA 68-0275241 RELATED -69473 1659622 1 1 1.00000 SONOMA CREEKSIDE EAH II LP 22 PELICAN WAY SAN RAFAEL CA 94901 800890024 LOW-INC HSG CA 46-1300193 RELATED 13852 3380090 0 1 0.00020 KINGS VALLEY EAH LLC 22 PELICAN WAY SAN RAFAEL CA 94901 452873090 LOW-INC HSG CA 23-7337622 RELATED -400 1 0 0.50000 MACKEY TERRACE EAH LP 22 PELICAN WAY SAN RAFAEL CA 94901 300893427 LOW-INC HSG CA 81-1043580 RELATED 31760 5726198 0 1 0.00010 WALNUT PLACE EAH LP 22 PELICAN WAY SAN RAFAEL CA 94901 364825851 LOW-INC HSG CA 81-1064104 RELATED 6327 5426296 0 1 0.00010 ECUMENICAL HOUSING CORPORATION 22 PELICAN WAY SAN RAFAEL CA 94901 942195995 LOW-INCOME HOUSING CA N/A C 0 EAH KUKUI GARDENS INC 22 PELICAN WAY SAN RAFAEL CA 94901 261460828 LOW-INCOME HOUSING CA N/A C 0 BELOVIDA CECILIA LLC 22 PELICAN WAY SAN RAFAEL CA 94901 462095200 LOW-INCOME HOUSING CA N/A C 0 HKI HIBISCUS HILLS LLC 733 BISHOP STREET STE 1717 HONOLULU HI 96813 464798774 LOW-INCOME HOUSING HI N/A C 0 KALANI GARDENS LLC 733 BISHOP STREET STE 1717 HONOLULU HI 96813 462718054 LOW-INCOME HOUSING HI N/A C 0 ORCHARDS EAH LLC 22 PELICAN WAY SAN RAFAEL CA 94901 475221977 LOW-INCOME HOUSING CA N/A C 0 AVENA BELLA II EAH LLC 22 PELICAN WAY SAN RAFAEL CA 94901 842633666 LOW-INCOME HOUSING CA N/A C 0 HKI NOHONA LLC 733 BISHOP STREET STE 1717 HONOLULU HI 96813 811573386 LOW-INCOME HOUSING HI N/A C 0 KUKUI TOWER LLC 733 BISHOP STREET STE 1717 HONOLULU HI 96813 800921263 LOW-INCOME HOUSING HI N/A C 0 HKI KAWILI LLC 733 BISHOP STREET STE 1717 HONOLULU HI 96813 812792015 LOW-INCOME HOUSING HI N/A C 0 1 1 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 RIVERFIELD HOMES LIMITED PARTNERSHIP A 2774 CY INTEREST RIVERFIELD HOMES LIMITED PARTNERSHIP D 307147 PRINC&ACRD INT PART III - PARTNERSHIP FULL NAME, ADDRESS, FEIN RIVERFIELD HOMES LIMITED PARTNERSHIP 68-0316588 22 PELICAN WAY SAN RAFAEL, CA 94901 SONOMA CREEKSIDE EAH II, LP 80-0890024 22 PELICAN WAY SAN RAFAEL, CA 94901 KINGS VALLEY EAH, LLC 45-2873090 22 PELICAN WAY SAN RAFAEL, CA 94901 MACKEY TERRACE EAH, LP 30-0893427 22 PELICAN WAY SAN RAFAEL, CA 94901 WALNUT PLACE EAH, LP 36-4825851 22 PELICAN WAY SAN RAFAEL, CA 94901