SELF HELP ENTERPRISES: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SELF HELP ENTERPRISES (EIN 94-1592676)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-06
- IRS object ID
- 201210669349300431
- Schema version
- 2010v3.4
- 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 B
- Schedule C
- Schedule D
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-06T17:44:38-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORSE WITTWER SAMPSON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 E RIVER PARK CIRCLE STE 110 | AddressLine1 |
| City | FRESNO | City |
| State | CA | State |
| ZIP Code | 93720 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941592676 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELF-HELP ENTERPRISES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SELF | NameControl |
| Phone | 5598021602 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6520 | AddressLine1 |
| City | VISALIA | City |
| State | CA | State |
| ZIP Code | 93290 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER CAREY | Name |
| Title | PRESIDENT | Title |
| Phone | 5598021602 | Phone |
| Date Signed | 2012-03-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHERYL M YARDUMIAN | Name |
| Phone | 5593895700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PETER CAREY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6520 | AddressLine1 |
| City | VISALIA | City |
| State | CA | State |
| ZIP Code | 93290 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14545219 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SELFHELPENTERPRISES.ORG | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | NON-PROFIT 501(C)(3) | TypeOfOrgOtherDescription |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | IMPROVING THE LIVING CONDITIONS OF LOW INCOME FAMILIES THROUGH HOUSING AND COMMUNITY DEVELOPMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 87 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4828082 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4762179 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3649538 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4380134 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 281942 | InvestmentIncomePriorYear |
| Investment Income Current Year | 510855 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3530122 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1027766 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12289684 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10680934 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6293491 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5800760 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 10269 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4016504 | OtherExpensePriorYear |
| Other Expenses Current Year | 3534288 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10309995 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9335048 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1979689 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1345886 | RevenuesLessExpensesCY |
| Total Assets BOY | 57603258 | TotalAssetsBOY |
| Total Assets EOY | 58779334 | TotalAssetsEOY |
| Total Liabilities BOY | 27805415 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29252605 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 29797843 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 29526729 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | IMPROVING THE LIVING CONDITIONS OF LOW INCOME FAMILIES THROUGH HOUSING AND COMMUNITY DEVELOPMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8768986 | Expense |
| Grants | 3202859 | Grants |
| Revenue | 4380134 | Revenue |
| Description | SELF-HELP HOUSING - ASSISTED 26 FAMILIES IN COMPLETING THE CONSTRUCTION OF THEIR NEW HOMES. 56 OTHER HOMES WERE IN THE PROCESS OF CONSTRUCTION AS OF JUNE 30, 2011. HOMEBUYER ASSISTANCE PROGRAM - 79 FAMILIES RECEIVED SECONDARY MORTGAGE FINANCING TO HELP THEM PURCHASE HOMES.REHABILITATION - 89 FAMILIES RECEIVED FINANCING AND ASSISTANCE IN THE REHABILITATION OR RECONSTRUCTION OF THEIR HOMES. AN ADDITIONAL 24 FAMILIES WERE ASSISTED WITH EMERGENCY HOME REPAIRS OR DOMESTIC WELL FINANCING.MULTIFAMILY HOUSING - 1,210 LOW INCOME HOUSING FAMILIES RESIDE IN 24 AFFORDABLE RENTAL HOUSING PROJECTS DEVELOPED AND SPONSORED BY SELF-HELP ENTERPRISES. TWO PROJECTS ARE IN THE DEVELOPMENT PIPELINE. EACH PROJECT PROVIDES A RANGE OF COMPREHENSIVE RESIDENT SERVICES SUCH AS CHILD CARE, AFTER-SCHOOL PROGRAMS, COMPUTER LABS, AND ESL CLASSES.COMMUNITY DEVELOPMENT - ASSISTANCE TO SMALL COMMUNITIES WITH SEWER AND WATER PROBLEMS IS ONGOING WITH WORK BEING DONE IN MORE THAN 61 SMALL RURAL COMMUNITIES. OVER 500 NEW RESIDENTIAL SEWER OR WATER CONNECTIONS WERE COMPLETED.HOMEOWNERSHIP EDUCATION AND COUNSELING - 856 LOW INCOME HOUSEHOLDS RECEIVED INDIVIDUAL AND/OR CLASSROOM HOMEOWNERSHIP TRAINING AND 389 HOUSEHOLDS RECEIVED FORECLOSURE MITIGATION COUNSELING.LOW INCOME HOUSING APARTMENT COMPLEX | Description |
| Total Program Service Expense | 8768986 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 80 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 87 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHY LONG-PENCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5598021602 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8445 W ELOWIN COURT | AddressLine1 |
| City | VISALIA | City |
| State | CA | State |
| ZIP Code | 93291 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| HARVEY MAY | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| LAURA CHAPA | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| FRANCES ORTIZ | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| RALPH ROSEDALE | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| RAY CHAVEZ | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| YOLANDA GONZALES | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| DAVE HERB | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MIKE MAYO | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| GRACIELA MARTINEZ | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| GARY RODRIGUEZ | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| SHERRY TIETJENS | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| SUSAN ZACHARY-KREPS | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| ISABEL OLMOS | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| BOB FRIESEN | |||||||||
| BOARD MEMBER-CHAIR | 5.00 | X | 0 | 0 | 0 | X | |||
| DUANE SCOTT | |||||||||
| BOARD MEMBER-TREASURER | 5.00 | X | 0 | 0 | 0 | X | |||
| MARV HANSEN | |||||||||
| BOARD MEMBER-VICE CHAIR | 5.00 | X | 0 | 0 | 0 | X | |||
| PETER CAREY | |||||||||
| PRESIDENT | 40.00 | 164800 | 0 | 618 | X | X | X | ||
| THOMAS COLLISHAW | |||||||||
| VICE-PRESIDENT | 40.00 | 129911 | 0 | 6905 | X | X | |||
| DOUG PINGEL | |||||||||
| PROGRAM DIRECTOR | 40.00 | 102172 | 0 | 6190 | X | X | |||
| KATHY LONG-PENCE | |||||||||
| DIRECTOR OF FINANCE | 40.00 | 0 | 0 | 0 | X | ||||
| MICHAEL HARTMAN | |||||||||
| FORMER OFFICER | 40.00 | 103282 | 0 | 468 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 500165 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 14181 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ANTONIO GONZALEZ DBA SPEEDY | |||||
| 42872 NORTH FORK DRIVE | THREE RIVERS | CA | 93271 | GENERAL CONTRACTOR | 724297 |
| DON BEST DBA BEST CONSTRUCTION | |||||
| 4929 AVE 252 | TULARE | CA | 93274 | GENERAL CONTRACTOR | 561182 |
| E AND K MAINTENANCE AND REPAIR | |||||
| 12304 AVE 328 | VISALIA | CA | 93291 | GENERAL CONTRACTOR | 399659 |
| ROBERT ARTHURTON DBA ROBBIES | |||||
| 148 HARRISON STREET | COALINGA | CA | 93210 | GENERAL CONTRACTOR | 317716 |
| LOUIS URBANO DBA URBANO PLUM | |||||
| 6532 N ANNAPOLIS | FRESNO | CA | 93722 | GENERAL CONTRACTOR | 179840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| Government Grants | 3202859 | GovernmentGrants |
| All Other Contributions | 1559320 | AllOtherContributions |
| Total Contributions | 4762179 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTRACT INCOME | 900099 | 2910754 | 2910754 |
| RENTAL INCOME | 900099 | 1469380 | 1469380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4380134 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 521926 | TotalRevenueColumn |
| Exclusion | $521,926 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 3853214 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 3864285 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -11071 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -11071 | TotalRevenueColumn |
| Exclusion | -$11,071 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| EARNED LOAN FORGIVENES | 900099 | 672000 | $672,000 |
| OTHER INCOME | 900099 | 355766 | $355,766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1027766 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10680934 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4380134 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,538,621 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 515331 | Total |
| Program Services | 515331 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3714607 | Total |
| Program Services | 3714607 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241111 | Total |
| Program Services | 241111 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 946815 | Total |
| Program Services | 946815 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 382896 | Total |
| Program Services | 382896 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100368 | Total |
| Program Services | 100368 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289702 | Total |
| Program Services | 246661 | ProgramServices |
| Management And General | 43041 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260494 | Total |
| Program Services | 260494 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319413 | Total |
| Program Services | 315410 | ProgramServices |
| Management And General | 4003 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 620233 | Total |
| Program Services | 546272 | ProgramServices |
| Management And General | 73961 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317387 | Total |
| Program Services | 227912 | ProgramServices |
| Management And General | 89475 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRACT SERVICES | 805867 | 805867 | ||
| OTHER EXPENSES | 277100 | 266831 | 10269 | |
| PROJECT COSTS | 181253 | 181253 | ||
| RESERVE EXPENDITURES | 101996 | 101996 | ||
| SUPPLIES | 93442 | 62437 | 31005 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167033 | Total |
| Program Services | 119556 | ProgramServices |
| Management And General | 47477 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9335048 | Total |
| Program Services | 8768986 | ProgramServices |
| Management And General | 555793 | ManagementAndGeneral |
| Fundraising | 10269 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10107898 | BOY |
| EOY | 11139687 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3564771 | BOY |
| EOY | 3629706 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 468318 | BOY |
| EOY | 874418 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2160735 | BOY |
| EOY | 1548642 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7883765 | BOY |
| EOY | 8970193 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 402215 | BOY |
| EOY | 1033006 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124613 | BOY |
| EOY | 71949 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18351449 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7210966 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11735715 | BOY |
| EOY | 11140483 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 800648 | BOY |
| EOY | 672888 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20354580 | BOY |
| EOY | 19698362 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57603258 | BOY |
| EOY | 58779334 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2056810 | BOY |
| EOY | 3452813 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5229807 | BOY |
| EOY | 6074581 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20518798 | BOY |
| EOY | 19725211 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27805415 | BOY |
| EOY | 29252605 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26245683 | BOY |
| EOY | 25202691 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 751209 | BOY |
| EOY | 867812 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2800951 | BOY |
| EOY | 3456226 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29797843 | BOY |
| EOY | 29526729 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57603258 | BOY |
| EOY | 58779334 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1345886 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1617000 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3853255 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5770921 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4868892 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4828082 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4762179 | CurrentTaxYear |
| Total | 24083329 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3853255 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5770921 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4868892 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4828082 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4762179 | CurrentTaxYear |
| Total | 24083329 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 24083329 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 638101 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 735103 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 851174 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 281942 | CurrentTaxYearMinus1Year |
| Current Tax Year | 511757 | CurrentTaxYear |
| Total | 3018077 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 27101406 | TotalSupport |
| Gross Receipts From Admissions Etc | 20548516 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.88860 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89460 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Totals | 25395 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Totals | 25395 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Totals | 11749854 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Totals | 11775249 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Totals | 738762 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Totals | 184691 | AffiliatedGroupTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 679070 | CurrentYearMinus3 |
| Current Year Minus2 | 857678 | CurrentYearMinus2 |
| Current Year Minus1 | 725639 | CurrentYearMinus1 |
| Current Year | 738762 | CurrentYear |
| Total | 3001149 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,501,724 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 21457 | CurrentYearMinus3 |
| Current Year Minus2 | 19126 | CurrentYearMinus2 |
| Current Year Minus1 | 21962 | CurrentYearMinus1 |
| Current Year | 25395 | CurrentYear |
| Total | 87940 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 169768 | CurrentYearMinus3 |
| Current Year Minus2 | 214420 | CurrentYearMinus2 |
| Current Year Minus1 | 181410 | CurrentYearMinus1 |
| Current Year | 184691 | CurrentYear |
| Total | 750289 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,125,434 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 133536 | BeginningOfYearBalance |
| Contributions | 3270 | Contributions |
| Other Expenditures | 3363 | OtherExpenditures |
| End Of Year Balance | 133443 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 129873 | BeginningOfYearBalance |
| Contributions | 4043 | Contributions |
| Other Expenditures | 380 | OtherExpenditures |
| End Of Year Balance | 133536 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 127172 | BeginningOfYearBalance |
| Contributions | 3986 | Contributions |
| Other Expenditures | 1285 | OtherExpenditures |
| End Of Year Balance | 129873 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 918468 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 327000 | OtherCostOrOtherBasis |
| Book Value | 1245468 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 13737964 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1979666 | OtherCostOrOtherBasis |
| Depreciation | 6786707 | Depreciation |
| Book Value | 8930923 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1090814 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 297537 | OtherCostOrOtherBasis |
| Depreciation | 424259 | Depreciation |
| Book Value | 964092 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11140483 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| LAND HELD FOR DEVELOPMENT | 17626936 |
| IMPOUND/RESERVE ACCOUNTS | 1701882 |
| CERTIFICATES OF DEPOSIT | 57096 |
| CONSTRUCTION ESCROW DEPOSITS | 312448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 19698362 | TotalBookValueOtherAssets |
| Total Revenue | 10680934 | TotalRevenue |
| Total Expenses | 9335048 | TotalExpenses |
| Excess Or Deficit For Year | 1345886 | ExcessOrDeficitForYear |
| Other | -$1,617,000 | OtherAmount |
| Total Adjustments | -1617000 | TotalAdjustments |
| Excess Or Deficit Per FS | -271114 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12456935 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 1776001 | OtherRevenues |
| Revenue Not Rptd F990 | 1776001 | RevenueNotRptdF990 |
| Revenue Subtotal | 10680934 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10680934 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12909926 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 3574878 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3574878 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9335048 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9335048 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | AS REQUIRED BY INCOME TAX TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ACCOUNTING STANDARDS CODIFICATION ("FASB ASC"), THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | IMPAIRMENT LOSS ON REAL ESTATE -1,617,000. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REVENUE FROM NORTH PARK APARTMENTS HOUSING CORPORATION FILING SEPARATE 990 752,462. DEFERRED LOANS 823,200. REVENUE FROM NUEVA SIERRA VISTA FILING SEPARATE LLC TAX RETURN 200,339. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES FROM NORTH PARK APARTMENTS HOUSING CORPORATION FILING SEPARATE 990 740,567. DEFERRED LOANS 823,200. EXPENSES FROM NUEVA SIERRA VISTA FILING SEPARATE LLC TAX RETURN 394,111. IMPAIRMENT LOSS ON REAL ESTATE 1,617,000. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER CAREY | |||||||||||||
| 164800 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 618 | 0 | 165418 | 0 | 0 | 0 |
| MICHAEL HARTMAN | |||||||||||||
| 103282 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 468 | 0 | 103750 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Loan Table LoanTable (6 entries)
| Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|
| STAFF COMPUTER LOANS | |||||
| X | $8,578 | 15765 | 0 | 1 | 1 |
| ROLLING HILLS PARTNERS | |||||
| X | $300,000 | 300000 | 0 | 1 | 1 |
| PARKSDALE VILLAGE PARTNERS | |||||
| X | $971,262 | 535791 | 0 | 1 | 1 |
| NORTH PARK | |||||
| X | $35,177 | 35177 | 0 | 1 | 1 |
| GOSHEN VILLAGE II PARTNERS | |||||
| X | $1,037,522 | 1037522 | 0 | 1 | 1 |
| NUEVA SIERRA VISTA CORP | |||||
| X | $199,500 | 199500 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 2123755 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOOLEY HERR PELTZER & RICHARDSON LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FORMER BOARD MEMBER IS A PARTNER OF THE INTERESTED PARTY | Relationship |
| Amount Of Transaction | 8608 | AmountOfTransaction |
| Description Of Transaction | THE ORGANIZATION HAS RECEIVED LEGAL SERVICES FROM A LAW FIRM IN WHICH A FORMER BOARD MEMBER IS A PARTNER. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW. | |
| A STANDARD DISCLOSURE FORM IS GIVEN TO OFFICERS AND DIRECTORS THAT HELPS TO MONITOR AND ENFORCE COMPLIANCE. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE CEO'S SALARY IS ESTABLISHED UNDER THE TERMS OF A 5 YEAR CONTRACT WHICH FIXES COMPENSATION FOR THE CONTRACT TERM. CONTRACT TERMS WERE DETERMINED BASED ON A REVIEW OF COMPARABLE FORM 990'S AND SURVEY INFORMATION FROM PEER ORGANIZATIONS. THE BOARD AND/OR EXECUTIVE COMMITTEE ESTABLISHES COMPENSATION RANGES FOR ALL OTHER OFFICERS AND KEY EMPLOYEES WITHIN ESTABLISHED RANGES SET BY THE BOARD AND/OR EXECUTIVE COMMITTEE ACTION. ALL RANGES ARE DETERMINED BASED ON A COMBINATION OF INFORMATION FROM FORM 990'S AVAILABLE ON GUIDESTAR, TARGETED COMPENSATION SURVEYS, AND INTERNAL ASSESSMENT OF RETENTION AND HIRING EXPERIENCE. | FORM 990, PART VI, SECTION B, LINE 15 | |
| GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | IMPAIRMENT LOSS ON REAL ESTATE -1,617,000. TOTAL TO FORM 990, PART XI, LINE 5: -1,617,000. | FORM 990, PART XI, LINE 5: |
| NO CHANGE FROM THE PRIOR YEAR. AN AUDIT COMMITTEE IS APPOINTED THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. | FORM 990, PART XII, LINE 2C: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| NORTH PARK APARTMENTS HOUSING CORPORATION | ||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 770425628 | LOW-INCOME HOUSING DEVELOPMENT | CA | 501 (C)(3) | LINE 7-PART 1 SCH. A | N/A | 0 |
| SHE CEF 1 INC | ||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 770523855 | LOW-INCOME HOUSING DEVELOPMENT | CA | 501 (C)(3) | LINE 7-PART 1 SCH. A | N/A | 0 |
| ALMOND COURT INC | ||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 770413862 | LOW-INCOME HOUSING DEVELOPMENT | CA | 501 (C)(3) | LINE 7-PART 1 SCH. A | N/A | 0 |
| SOLINAS VILLAGE INC | ||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 770359079 | LOW-INCOME HOUSING DEVELOPMENT | CA | 501 (C)(3) | LINE 7-PART 1 SCH. A | N/A | 0 |
| VILLA SANTA GUADALUPE CORP | ||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 912162745 | LOW-INCOME HOUSING DEVELOPMENT | CA | 501 (C)(3) | LINE 7-PART 1 SCH. A | N/A | 0 |
| GOSHEN VILLAGE II LLC | ||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 270516328 | LOW-INCOME HOUSING DEVELOPMENT | CA | 501 (C)(3) | LINE 7-PART 1 SCH. A | N/A | 0 |
| NUEVA SIERRA VISTA CORP | ||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 330603979 | LOW-INCOME HOUSING DEVELOPMENT | CA | 501 (C)(3) | LINE 7-PART 1 SCH. A | N/A | 0 |
Form990 Schedule R Part III Form990ScheduleRPartIII (19 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NUEVA SIERRA VISTA ASSOCIATES | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 770359301 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | 13500 | 1126 | 0 | 1 | 0.01000 |
| SOLINAS VILLAGE PARTNERS | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 770400827 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | 12884 | -7240 | 0 | 1 | 0.01000 |
| PARADISE ROAD PARTNERS | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 770412624 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | 13726 | 123579 | 0 | 1 | 0.01000 |
| ALMOND COURT PARTNERS | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 770413864 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | 21937 | -13703 | 0 | 1 | 0.01000 |
| SUNRISE VILLA PARTNERS | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 770581562 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | 14983 | 3853 | 0 | 1 | 0.00010 |
| VILLA HERMOSA PARTNERS | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 770488657 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | 14985 | -68 | 0 | 1 | 0.00010 |
| BIOLA VILLAGE PARTNERS | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 113744055 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | -37 | 424326 | 0 | 1 | 0.00010 |
| CALIENTE CREEK PARTNERS | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 770479041 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | 14973 | -111 | 0 | 1 | 0.00010 |
| CASITAS DEL SOL PARTNERS | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 770546982 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | 14981 | -85 | 0 | 1 | 0.00010 |
| COTTONWOOD CREEK FAMILY HOUSING PARTNERS | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 770555824 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | 14980 | 939 | 0 | 1 | 0.00010 |
| GOSHEN VILLAGE PARTNERS | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 260012377 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | 0 | 1 | 0.00010 | ||
| LINCOLN PLAZA | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 432100407 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | -36 | 98967 | 0 | 1 | 0.00010 |
| PARKSDALE VILLAGE PARTNERS LP | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 264227352 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | -32 | -32 | 0 | 1 | 0.00010 |
| RANCHO LINDO PARTNERS | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 870769873 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | 19936 | -112 | 0 | 1 | 0.00010 |
| ROLLING HILLS PARTNERS | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 571180857 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | 5827 | 493 | 0 | 1 | 0.00010 |
| SAND CREEK PARTNERS | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 861144344 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | -48 | -226 | 0 | 1 | 0.00010 |
| VILLA DEL REY PARTNERS | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 342015545 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | -44 | -62 | 0 | 1 | 0.00010 |
| WASHINGTON PLAZA PARTNERS | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 861144345 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | -39 | -176 | 0 | 1 | 0.00010 |
| VILLA SANTA GUADALUPE PARTNERS | |||||||||||||
| PO BOX 6520 | VISALIA | CA | 93290 | 770546983 | LOW-INCOME HOUSING DEVELOPMENT | CA | N/A | RELATED | 19973 | -142 | 0 | 1 | 0.00010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| SOLINAS VILLAGE INC | |
| K | 50776 |
| ALMOND COURT INC | |
| K | 98171 |
| SHE-CEF 1 INC | |
| K | 318020 |
| PARKSDALE VILLAGE PARTNERS A CA LP | |
| K | 24236 |
| VILLA SANTA GUADALUPE CORPORATION | |
| K | 34492 |
| NORTH PARK APARTMENTS HOUSING CORPORATION | |
| D | 35177 |
| NORTH PARK APARTMENTS HOUSING CORPORATION | |
| K | 28988 |
| NUEVA SIERRA VISTA CORP | |
| D | 199500 |
| NUEVA SIERRA VISTA CORP | |
| K | 20554 |
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