CARITAS CORPORATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: CARITAS CORPORATION (EIN 33-0694603)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-11-14
IRS object ID: 201413189349308011
Schema version: 2013v3.0
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
Form 990
Schedule A
Schedule D
Schedule I
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-11-14T15:37:58-06:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	330850406	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT R REDWITZ & CO	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5520 TRABUCO ROAD	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	92620	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	330694603	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE CARITAS CORPORATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	CARI	BusinessNameControlTxt
Phone	9497270568	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5520 TRABUCO ROAD	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	92620	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PENNY SERNA	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	9497270568	PhoneNum
Signature	2014-11-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JENNIFER RIVA-KIRK CPA	PreparerPersonNm
PTIN	P01085968	PTIN
Phone	9497531514	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ROBERT R REDWITZ	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5520 TRABUCO ROAD	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	92620	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$15,083,348	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.CARITASCORP.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1996	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	ASSIST LOCAL GOVERNMENTS BY PROVIDING AFFORDABLE MOBILE HOME PARK LIVING.	ActivityOrMissionDesc
Voting Members Governing Body	6	VotingMembersGoverningBodyCnt
Voting Members Independent	4	VotingMembersIndependentCnt
Total Employee	3	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$12,523,238	PYProgramServiceRevenueAmt
CY Program Service Revenue	$14,110,564	CYProgramServiceRevenueAmt
PY Investment Income	$246,263	PYInvestmentIncomeAmt
CY Investment Income	$272,784	CYInvestmentIncomeAmt
PY Other Revenue	$200,000	PYOtherRevenueAmt
CY Other Revenue	$700,000	CYOtherRevenueAmt
PY Total Revenue	$12,969,501	PYTotalRevenueAmt
CY Total Revenue	$15,083,348	CYTotalRevenueAmt
PY Grants And Similar Paid	$18,639	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$32,977	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,362,591	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,529,981	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$12,687,196	PYOtherExpensesAmt
CY Other Expenses	$14,375,904	CYOtherExpensesAmt
PY Total Expenses	$14,068,426	PYTotalExpensesAmt
CY Total Expenses	$15,938,862	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,098,925	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$855,514	CYRevenuesLessExpensesAmt
Total Assets BOY	$114,345,478	TotalAssetsBOYAmt
Total Assets EOY	$113,209,651	TotalAssetsEOYAmt
Total Liabilities BOY	$113,956,271	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$113,675,958	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$389,207	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$466,307	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE CARITAS CORPORATION IS A NONPROFIT ORGANIZATION WHOSE GOAL IS TO PROVIDE AND MAINTAIN QUALITY, AFFORDABLE HOUSING THROUGH THE ACQUISITION OF MOBILE HOME PARKS. WITH THE INCREASING NUMBER OF HOUSEHOLDS ON FIXED OR LIMITED INCOMES AND WITH THE SCARCITY OF RELIABLE, LONG-TERM, REASONABLY PRICED HOUSING, CARITAS ENDEAVORS TO CREATE VIBRANT COMMUNITIES WHERE QUALITY OF LIFE, RESIDENT INVOLVEMENT, AND CARING ARE PRIORITIES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$14,931,874	ExpenseAmt
Grant	$32,977	GrantAmt
Revenue	$14,810,564	RevenueAmt
Desc	SUPPORT FOR THE PURPOSE OF SUPERVISING AND ASSISTING ONE AFFILIATED CORPORATION THAT OWNS AND MAINTAINS SIX AFFORDABLE HOUSING PROJECTS (MOBILE HOME PARKS). IN ADDITION, THE CARITAS CORPORATION'S EXEMPT PURPOSE ACHIEVEMENTS INCLUDE THE PURCHASE AND OPERATION OF ELEVEN AFFORDABLE HOUSING PROJECTS LOCATED IN THE CALIFORNIA CITIES OF FRESNO, GARDEN GROVE, LANCASTER, NEWCASTLE, OCEANO, PALMDALE, SAN MARCOS, VACAVILLE AND YUCAIPA, WHICH HAVE AN UNFULFILLED STATUTORY OBLIGATION TO PROVIDE AFFORDABLE HOUSING. THERE ARE A TOTAL OF 233 MOBILE HOME SPACES AVAILABLE FOR RENT IN THE CITY OF FRESNO, 254 SPACES IN THE CITY OF GARDEN GROVE, 308 SPACES IN THE CITY OF LANCASTER, 200 SPACES IN THE CITY OF NEWCASTLE, 120 SPACES IN THE CITY OF OCEANO, 298 SPACES IN THE CITY OF PALMDALE, 148 SPACES IN THE CITY OF SAN MARCOS, 153 SPACES IN THE CITY OF VACAVILLE AND 217 SPACES IN THE CITY OF YUCAIPA.	Desc
Total Program Service Expenses	$14,931,874	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
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	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	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
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 With Officer Ent	Yes (1)	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	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	60	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	3	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	6	GoverningBodyVotingMembersCnt
Independent Voting Member	4	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	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	Yes (1)	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	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JENNIFER RIVA-KIRK CPA	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	9497270568	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5520 TRABUCO ROAD	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	92620	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
CAROL MCDERMOTT
BOARD MEMBER	0.00	Yes (X)	$0	$0	$0
BOB THIERGARTNER
BOARD MEMBER	0.00	Yes (X)	$0	$0	$0
TOM REDWITZ
BOARD MEMBER	0.00	Yes (X)	$0	$0	$0
ALISA FREUNDLICH
BOARD MEMBER	0.00	Yes (X)	$0	$0	$0
CHUCK PACKARD
BOARD MEMBER	0.00	Yes (X)	$0	$0	$0
ROBERT R REDWITZ
CEO & CHAIRMAN OF BOARD	8.00	Yes (X)	$0	$0	$0	Yes (X)
JENNIFER E RIVA-KIRK
CFO	10.00		$0	$0	$0	Yes (X)
THOMAS MAURO
EXECUTIVE DIRECTOR	40.00		$135,082	$0	$9,180	Yes (X)
JOHN WOOLLEY
CHIEF OPERATING OFFICER	40.00		$52,395	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$187,477	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$9,180	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
ROBERT R REDWITZ & CO
5520 TRABUCO ROAD	IRVINE	CA	92620	CEO,CHAIRMAN OF BOARD,CFO,ACCT & TAX	$889,518
BIRTCHER ANDERSON REALTY MANAGEMENT
31920 DEL OBISPO 260	SAN JUAN CAP	CA	92675	PROPERTY MANAGEMENT	$481,833

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTS	531310	$10,999,875	$10,999,875
ANCILLARY FEES	531390	$3,110,689	$3,110,689

Field	Value	IRS element (for citing)
Total Program Service Revenue	$14,110,564	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$272,784	TotalRevenueColumnAmt
Exclusion	$272,784	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	FEES/OTHER MANAGED PARKS	Desc
Business	531310	BusinessCd
Total Revenue Column	$700,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$700,000	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$700,000	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$15,083,348	TotalRevenueColumnAmt
Related Or Exempt Func Income	$14,810,564	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$272,784	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$32,977	TotalAmt
Program Services	$32,977	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,064,772	TotalAmt
Program Services	$873,063	ProgramServicesAmt
Management And General	$191,709	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$363,553	TotalAmt
Program Services	$344,234	ProgramServicesAmt
Management And General	$19,319	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$101,656	TotalAmt
Program Services	$87,378	ProgramServicesAmt
Management And General	$14,278	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$481,833	TotalAmt
Program Services	$481,833	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$80,080	TotalAmt
Program Services	$77,980	ProgramServicesAmt
Management And General	$2,100	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$795,441	TotalAmt
Program Services	$173,111	ProgramServicesAmt
Management And General	$622,330	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$80,624	TotalAmt
Program Services	$33,774	ProgramServicesAmt
Management And General	$46,850	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$38,860	TotalAmt
Program Services	$33,955	ProgramServicesAmt
Management And General	$4,905	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$10,821,356	TotalAmt
Program Services	$10,816,210	ProgramServicesAmt
Management And General	$5,146	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$10,153	TotalAmt
Program Services	$3,987	ProgramServicesAmt
Management And General	$6,166	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$10,716	TotalAmt
Program Services	$10,377	ProgramServicesAmt
Management And General	$339	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,365,805	TotalAmt
Program Services	$1,365,339	ProgramServicesAmt
Management And General	$466	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$10,640	TotalAmt
Management And General	$10,640	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
BOND SERVICE FEE	$183,904	$183,904
AUDIT AND TAX FEES	$106,427	$106,427
COMPUTER EXPENSES	$78,705	$68,660	$10,045
LICENSES & FEES	$67,415	$66,937	$478

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$243,945	TotalAmt
Program Services	$171,728	ProgramServicesAmt
Management And General	$72,217	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$15,938,862	TotalAmt
Program Services	$14,931,874	ProgramServicesAmt
Management And General	$1,006,988	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$754,679	BOYAmt
EOY	$875,689	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$71,325	BOYAmt
EOY	$71,787	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$2,758	BOYAmt
EOY	$956	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$99,920	BOYAmt
EOY	$60,914	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$78,157	BOYAmt
EOY	$58,379	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$101,069,937	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$5,509,046	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$96,434,452	BOYAmt
EOY	$95,560,891	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,803,399	BOYAmt
EOY	$3,839,565	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$13,100,788	BOYAmt
EOY	$12,741,470	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$114,345,478	BOYAmt
EOY	$113,209,651	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$3,112,156	BOYAmt
EOY	$3,236,879	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$110,240,000	BOYAmt
EOY	$109,800,000	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$500,000	BOYAmt
EOY	$500,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$104,115	BOYAmt
EOY	$139,079	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$113,956,271	BOYAmt
EOY	$113,675,958	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$389,207	BOYAmt
EOY	-$466,307	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$389,207	BOYAmt
EOY	-$466,307	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$114,345,478	BOYAmt
EOY	$113,209,651	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$855,514	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

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 Minus2 Years	$1,000	CurrentTaxYearMinus2YearsAmt
Total	$1,000	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,767,678	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,090,510	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9,381,473	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,723,238	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,810,564	CurrentTaxYearAmt
Total	$47,773,463	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,767,678	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,090,510	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9,382,473	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,723,238	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,810,564	CurrentTaxYearAmt
Total	$47,774,463	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	$47,774,463	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$66,214	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$70,924	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$190,255	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$246,263	CurrentTaxYearMinus1YearAmt
Current Tax Year	$272,784	CurrentTaxYearAmt
Total	$846,440	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$66,214	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$70,924	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$190,255	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$246,263	CurrentTaxYearMinus1YearAmt
Current Tax Year	$272,784	CurrentTaxYearAmt
Total	$846,440	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,833,892	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,161,434	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9,572,728	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,969,501	CurrentTaxYearMinus1YearAmt
Current Tax Year	$15,083,348	CurrentTaxYearAmt
Total	$48,620,903	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.98260	PublicSupportCY509Pct
Public Support PY509	0.98200	PublicSupportPY509Pct
Investment Income CY	0.01740	InvestmentIncomeCYPct
Investment Income PY	0.01800	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$57,410,164	OtherCostOrOtherBasisAmt
Book Value	$57,410,164	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$42,083,987	OtherCostOrOtherBasisAmt
Depreciation	$5,189,247	DepreciationAmt
Book Value	$36,894,740	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,388,495	OtherCostOrOtherBasisAmt
Depreciation	$225,161	DepreciationAmt
Book Value	$1,163,334	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$187,291	OtherCostOrOtherBasisAmt
Depreciation	$94,638	DepreciationAmt
Book Value	$92,653	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$95,560,891	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDesc	Book ValueBookValueAmt
CONSTRUCTION IN PROGRESS	$25,873
DEPOSITS	$12,169
NOTES RECEIVABLE	$20,434
RESTRICTED CASH	$12,552,884
DUE FROM AFFILIATES	$130,110

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$12,741,470	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	SECURITY DEPOSITS	Desc
Amt	$139,079	Amt

Field	Value	IRS element (for citing)
Total Liability	$139,079	TotalLiabilityAmt
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 FOLLOWING IS DISCLOSED IN THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS: 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 CORPORATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CARITAS AFFORDABLE HOUSING INC	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5520 TRABUCO ROD	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	92620	ZIPCode

Field	Value	IRS element (for citing)
Recipient EIN	330829212	RecipientEIN
IRC Section	501(C)(3)	IRCSectionDesc
Cash Grant	$15,977	CashGrantAmt
Purpose Of Grant	RENTAL ASSISTANCE FOR RESIDENTS	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd	CUSIPCUSIPNum
CITY OF SAN MARCOS
A	922259585	1999-05-20	$6,000,000	MOBILE HOME PARK PURCHASE	0	0	0
CALIFORNIA MOBILEHOME PARK FINANCE AUTHORITY
B	330713419	2001-03-29	$11,463,076	MOBILE HOME PARK PURCHASE	0	0	0	130479BU1
CALIFORNIA MUNICIPAL FINANCE AUTHORITY
C	201563466	2010-09-16	$49,542,170	MOBILE HOME PARK PURCHASE	0	0	Yes (1)	13049SABO
CALIFORNIA MUNICIPAL FINANCE AUTHORITY
D	201563466	2012-03-13	$44,287,500	MOBILE HOME PARK PURCHASE	0	0	0	13049SAF1

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	RetiredRetiredAmt	In Reserve FundInReserveFundAmt	Credit EnhancementCreditEnhancementAmt	Refunding EscrowRefundingEscrowAmt
A	$6,000,000	$75,000	$5,925,000	1999	0	Yes (1)	Yes (1)
B	$11,463,076	$230,100	$10,193,410	2001	0	Yes (1)	Yes (1)	$1,775,000	$772,428	$267,138
C	$49,542,170	$990,843	$39,452,340	2010	Yes (1)	Yes (1)	Yes (1)	$545,000	$3,773,870		$5,325,117
D	$44,287,500	$885,750	$40,158,537	2012	0	Yes (1)	Yes (1)		$3,243,213

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	Yes (1)	0	0
B	0	0	0	0	Yes (1)	0	0
C	0	0	0	0	Yes (1)	0	0
D	0	0	0	0	Yes (1)	0	0

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1	Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd	Business Name Line2GICProviderName/BusinessNameLine2	Term Of GICTermOfGICPct
NA
A	0	0	0	Yes (1)	0	0	0	0	0	NA	0	0	Yes (1)
NA
B	0	0	0	Yes (1)	0	0	0	0	Yes (1)	BAYERSCHE LNDSBK	Yes (1)	0	Yes (1)	GIC	35.000000000000
NA
C	0	0	0	Yes (1)	0	0	0	0	Yes (1)	NATIXIS FUNDING	Yes (1)	0	Yes (1)	CORP	20.000000000000
NA
D	0	Yes (1)	0	0	0	0	0	0	Yes (1)	NATIXIS FUNDING	Yes (1)	0	Yes (1)	CORP	20.000000000000

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	DATE REBATE COMPUTATION PERFORMED	FormAndLineReferenceDesc
Explanation	ISSUER NAME: CITY OF SAN MARCOS DATE THE REBATE COMPUTATION WAS PERFORMED: 05/01/2009 ISSUER NAME: CALIFORNIA MOBILEHOME PARK FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/31/2012 ISSUER NAME: CALIFORNIA MUNICIPAL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/31/2012	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
ROBERT R REDWITZ & CO
ACCOUNTING SERVICES	$889,518	ACCOUNTING AND MANAGEMENT SERVICES ARE PROVIDED BY ROBERT R. REDWITZ & CO. ("RRR"). TWO OF THE OWNERS OF RRR ARE OFFICERS OF CARITAS; MR. ROBERT REDWITZ IS CEO/CHAIRMAN OF THE BOARD, AND MS. JENNIFER RIVA-KIRK IS CHIEF FINANCIAL OFFICER.	0
THE GDR GROUP INC
TECHNOLOGY SERVICES	$72,996	TECHNOLOGY SERVICES ARE PROVIDED TO CARITAS BY THE GDR GROUP, INC. ("GDR"). ONE OF THE OWNERS OF GDR IS MR. ROBERT REDWITZ, A CO-OWNER OF ROBERT R. REDWITZ & CO., AND CEO/CHAIRMAN OF THE BOARD OF CARITAS.	0
ROBERT R REDWITZ
CEO/BOARD CHAIRMAN		IN ADDITION TO BEING CEO AND CHAIRMAN OF THE BOARD, MR. REDWITZ IS AN OWNER OF ROBERT R. REDWITZ & CO., THE FIRM PROVIDING ACCOUNTING AND MANAGEMENT SERVICES TO CARITAS.	0
JENNIFER E RIVA-KIRK
C.F.O.		MS. RIVA-KIRK IS AN OWNER OF ROBERT R. REDWITZ & CO., THE FIRM PROVIDING ACCOUNTING AND MANAGEMENT SERVICES TO CARITAS.	0
PARTNERS BANK
BANKING SERVICES	$973	BANKING FEES PAID BY CARITAS' MOBILE HOME PARKS; ONE OF THE BOARD MEMBERS OF PARTNERS BANK IS MR. ROBERT REDWITZ, THE CEO/CHAIRMAN OF THE BOARD OF CARITAS.	0
5520 TRABUCO ROAD LLC
RENT	$26,108	RENT PAID BY CARITAS' MOBILE HOME PARKS; ONE OF THE BOARD MEMBERS OF 5520 TRABUCO ROAD LLC IS MR. ROBERT REDWITZ, THE CEO/CHAIRMAN OF THE BOARD OF CARITAS.	0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	ROBERT R. REDWITZ (CEO & CHAIRMAN OF THE BOARD) AND TOM REDWITZ (BOARD MEMBER) ARE BROTHERS, BUT THEY DO NOT OTHERWISE TRANSACT BUSINESS TOGETHER. ROBERT R. REDWITZ (CEO & CHAIRMAN OF THE BOARD) AND JENNIFER E. RIVA-KIRK (CFO) ARE BOTH OWNERS OF THE ACCOUNTING FIRM (ROBERT R. REDWITZ & CO., AN ACCOUNTING AND CONSULTING CORPORATION) THAT MANAGES THE OPERATIONS AND FINANCES OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 3	BIRTCHER ANDERSON REALTY MANAGEMENT, INC. HAS TAKEN OVER THE RESPONSIBILITIES OF PROPERTY MANAGEMENT AS OF NOVEMBER 2009. ITS DUTIES INCLUDE MANAGING ON-SITE MOBILE HOME PARK EMPLOYEES, RESPONDING TO RESIDENT QUESTIONS/CONCERNS, MANAGING REPAIR AND MAINTENANCE PROJECTS, COLLECTION OF RENTS, RECORDING ACCOUNTING TRANSACTIONS, AND MONITORING COMPLIANCE WITH MOBILE HOME PARK RULES AND REGULATIONS.
FORM 990, PART VI, SECTION B, LINE 11	A DRAFT WAS PROVIDED TO THE BOARD OF DIRECTORS FOR THEM TO REVIEW AT A BOARD MEETING. ONCE THE BOARD HAD REVIEWED AND APPROVED THE FORM 990, A FINAL COPY WAS FILED WITH THE APPROPRIATE AGENCIES.
FORM 990, PART VI, SECTION B, LINE 12C	THE MEMBERS OF THE BOARD OF DIRECTORS MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY THROUGH A REVIEW OF THE POLICY AND BUSINESS TRANSACTIONS WITH THE RELATED PARTIES AT BOARD MEETINGS.
FORM 990, PART VI, SECTION B, LINE 15	DURING 2009, THE BOARD OF DIRECTORS INITIATED, IN COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY, A FORMAL MARKET COMPETITIVE STUDY TO DETERMINE THE REASONABLE COMPENSATION FOR ITS OFFICERS WHO WERE ALSO DIRECTORS. THIS STUDY WAS DONE BY OUTSIDE LEGAL COUNSEL AND RESULTED IN A COMPREHENSIVE COMPENSATION AGREEMENT THAT WAS DEEMED INDEPENDENT, COMPETITIVE AND MARKET-DRIVEN BY THE INDEPENDENT DIRECTORS ON THE BOARD. THE COMPENSATION AGREEMENT WAS FORMALLY APPROVED AND EXECUTED BY THE INDEPENDENT DIRECTORS IN SEPTEMBER 2010 AND IS IN EFFECT UNTIL TERMINATED BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE AND ALSO AVAILABLE UPON REQUEST.
FORM 990, PART VII	CAROL MCDERMOTT - 1 SAN JOAQUIN PLAZA #230, NEWPORT BEACH, CA 92660. BOB THIERGARTNER - 1420 BRISTOL ST. NORTH #100, NEWPORT BEACH, CA 92660. TOM REDWITZ - 95 ENTERPRISE, SUITE 325, ALISO VIEJO, CA 92656. ALISA FREUNDLICH - 11693 SAN VICENTE BLVD #828, LOS ANGELES, CA 90049. JENNIFER E. RIVA-KIRK - 1 ALMADEN BLVD #950, SAN JOSE, CA 95113. CHUCK PACKARD - 24 CHARLOTTE, IRVINE, CA 92603-3449. THOMAS MAURO - 26662 STETSON PLACE, LAGUNA HILLS, CA 92653. ROBERT R. REDWITZ - 5520 TRABUCO ROAD, IRVINE, CA 92620.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	CARITAS ACQUISITIONS I LLC	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5520 TRABUCO RD	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	92620	ZIPCode

Field	Value	IRS element (for citing)
EIN	273196236	EIN
Primary Activities	ASSIST LOCAL GOV'T BY PROVIDING AFFORDABLE HOUSING	PrimaryActivitiesTxt
Legal Domicile State	CA	LegalDomicileStateCd
Total Income	$9,760,876	TotalIncomeAmt
End Of Year Assets	$90,387,720	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	THE CARITAS CORPORATION	BusinessNameLine1

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	CARITAS AFFORDABLE HOUSING INC	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5520 TRABUCO RD	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	92620	ZIPCode

Field	Value	IRS element (for citing)
EIN	330829212	EIN
Primary Activities	ASSIST LOCAL GOV'T BY PROVIDING AFFORDABLE HOUSING	PrimaryActivitiesTxt
Legal Domicile State	CA	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	SCH A, LINE 9	PublicCharityStatusTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (1)	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	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
CARITAS AFFORDABLE HOUSING INC
B	$6,676	REIMBURSEMENT
CARITAS AFFORDABLE HOUSING INC
D	-$130,110	REIMBURSEMENT
CARITAS AFFORDABLE HOUSING INC
L	$700,000	REIMBURSEMENT
CARITAS AFFORDABLE HOUSING INC
Q	$123,754	REIMBURSEMENT