2023-08-08T10:44:36-07:00 2022-12-31 680199099 Spiteri Narasky & Daley LLP 3470 Mt Diablo Blvd Suite A300 Lafayette CA 94549 990 2022-01-01 680253852 Caulfield Lane Senior Housing Inc CAUL 7077622336 625 Acacia Lane Santa Rosa CA 95409 SEAN PRYDEN President 2023-08-06 true SEAN PRYDEN 999009999 true Claude A Persons P00011016 9253762195 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z SEAN PRYDEN 625 Acacia Lane Santa Rosa CA 95409 2083423 false X N/A X 1991 CA TO PROVIDE LOW-INCOME HOUSING 11 11 0 0 870242 2015558 33094 67672 1 193 0 903337 2083423 64228 32563 0 3596 0 0 36782 113656 101010 149815 802327 1933608 23407837 31253743 20901663 26813961 2506174 4439782 X TO PROVIDE LOW-INCOME HOUSING true false 91682 32563 193 THE ORGANIZATION SERVES AS THE GENERAL PARTNER OF THREE LIMITED PARTNERSHIPS THAT PROVIDE A TOTAL OF 144 UNITS OF HOUSING FOR VERY LOW AND LOW-INCOME PERSONS IN SANTA ROSA, PETALUMA, AND OROVILLE, CA. THE ORGANIZATION IS ALSO THE SOLE OWNER OF THREE DISREGARDED ENTITIES WHICH SERVE AS THE GENERAL PARTNER OF LIMITED PARTNERSHIPS, TWO OF WHICH PROVIDE A TOTAL OF 96 UNITS OF LOW-INCOME HOUSING IN UKIAH, AND PETALUMA, CA, AND ONE THAT IS CURRENTLY DEVELOPING LOW-INCOME HOUSING IN VACAVILLE, CA. 45359 67479 THE ORGANIZATION OWNS AND OPERATES A 26 UNIT APARTMENT COMPLEX IN SANTA ROSA, CALIFORNIA FOR LOW-INCOME SENIORS AND PEOPLE WITH DISABILITIES. 137041 true true false false false false false false false false true false false false true true false true false false false false false false false false false true false true false false false false false false false false false false false false true true false false false true 3 0 true 0 false false false false false false false 0 false false false false false false false X 11 11 true true true false false true false true false false false true true true false false true true false false CA X PEP HOUSING 7077622336 625 ACACIA LANE SANTA ROSA CA 95409 MARY STOMPE Exec Dir/A. Sec 0.10 49.00 X 0 218918 7754 SEAN PRYDEN President 0.10 1.50 X X 0 0 0 GEORGE SPRAGENS Vice President 0.10 1.50 X X 0 0 0 BEN PRYDEN Treasurer 0.10 1.50 X X 0 0 0 MARY SAVAGE Secretary 0.10 1.50 X X 0 0 0 ARTHUR COOPER FORMER DIRECTOR 0.10 1.50 X 0 0 0 SID LIPTON Director 0.10 1.50 X 0 0 0 ANNA ROSE Director 0.10 1.50 X 0 0 0 JOSEPH TINNEY Director 0.10 1.50 X 0 0 0 HARRY COFFEY Director 0.10 1.50 X 0 0 0 DON ROSS Director 0.10 1.50 X 0 0 0 JEFF MAYNE Director 0.10 1.50 X 0 0 0 ROY MARTINEZ Director 0.10 1.50 X 0 0 0 218918 7754 0 false true false 0 762881 2677 1250000 2015558 ALLOCABLE SHARE PS RENTS 531110 193 193 PARTNERSHIP MGMT FEES 531110 58811 58811 TENANT RENTAL INCOME 531110 8668 8668 67672 193 193 0 0 0 0 0 0 0 0 2083423 67672 193 32563 32563 0 0 0 0 0 2887 2887 17 17 487 487 205 205 3224 3224 0 10226 676 9550 0 0 0 0 10529 10529 467 467 1336 1336 0 16109 16109 10 10 0 0 0 0 10625 10625 0 PS MANAGEMENT FEES EXP 58811 58811 MISCELLANEOUS EXPENSES 1666 1666 ALLOCABLE SHARE PS EXPENSES 308 308 WORKERS COMPENSATION 235 235 110 110 149815 137041 12774 0 72662 1030929 0 0 7443 0 0 20062500 20062500 0 5343 10096398 10333 488554 10086065 0 0 0 0 2784121 61463 23407837 31253743 23876 690970 10000 20715687 25238009 152100 884982 20901663 26813961 X 2506174 4439782 2506174 4439782 23407837 31253743 1933608 X false true X true true true X 1738065 870242 2015558 4623865 65177 64741 63337 33091 67666 294012 0 0 0 65177 64741 1801402 903333 2083224 4917877 0 45025 44588 5171 14861 6178 115823 45025 44588 5171 14861 6178 115823 4802054 3 32 1 193 229 0 3 32 1 193 229 0 0 65180 64773 1801402 903334 2083417 4918106 0.97640 0.94710 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 488554 488554 9501782 9449 9492333 106062 884 105178 10086065 DEVELOPER FEE PAYABLE 676000 INVESTMENT IN PS - NEGATIVE CAPITAL ACCT 115354 PARTNERSHIP MANAGEMENT FEES PAYABLE 61463 PAYABLE TO affiliate 29192 TENANT SECURITY DEPOSITS 2973 884982 X Part X : FIN48 Footnote CAULFIELD LANE SENIOR HOUSING, INC. HAS 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 CONSOLIDATED FINANCIAL STATEMENTS FOR THE SINGLE MEMBER LIMITED CORPORATIONS 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 LIMTED LIABILITY COMPANY MINIMUM TAX AND THE ANNUAL FEE APPEAR AS EXPENSE IN THE CONSOLIDATED FINANCIAL STATEMENTS.THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATIONS' FEDERAL AND STATE INCOME TAX AND INFORMATION RETURNS FOR THE YEARS 2018 THROUGH 2021 ARE SUBJECT TO EXAMINATION BY THE REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE RETURNS, RESPECTIVELY. true PEP HOUSING 625 ACACIA LANE SANTA ROSA CA 95409 942565270 501(C)(3) 32563 0 GNRL SUPPORT: LOW-INC HSG 1 0 Grantmaker's Description of How Grants are Used ALL OF THE OFFICERS AND DIRECTORS OF THE BOARD OF DIRECTORS OF CAULFIELD LANE SENIOR HOUSING, INC. ARE OFFICERS OR DIRECTORS OF THE RECEIPIENT 501(C)(3) ORGANIZATION, PEP HOUSING. THEREFORE, THERE IS DIRECT OVERSIGHT OF THE GRANT FUNDS CONTRIBUTED TO PEP. false false false false false false false false false MARY STOMPE Exec Dir/A. Sec 173818 45100 6327 1427 226672 Form 990, Part III, Line 2 IN ORDER TO ACCOMPLISH ONE OF THE ORGANIZATIONS PRIMARY OBJECTIVES TO PROVIDE FOR THE NEEDS OF LOW-INCOME SENIORS AND PEOPLE WITH DISABILITIES IN THE AREA OF HOUSING, HEALTH, SOCIAL AND OTHER HUMANITARIAN CONCERNS, ON DECEMBER 7, 2022, THE ORGANIZATION COMPLETED DEVELOPMENT AND CONSTRUCTION ON A 26 UNIT LOW-INCOME APARTMENT COMPLEX IN SANTA ROSA, CALIFORNIA. THE ORGANIZATION WILL OWN AND OPERATE THIS PROPERTY ON A CONTINUED BASIS TO PROVIDE AFFORDABLE HOUSING FOR SENIORS AND THOSE WITH DISABILITIES. Form 990, Part VI, Section A, Line 2 SEAN PRYDEN AND BEN PRYDEN - BROTHERS Form 990, Part VI, Section A, Line 3 THE ORGANIZATION AND PROJECT OWNED BY THE ORGANIZATION ARE MANAGED BY PEP HOUSING (PEP), A NONPROFIT PUBLIC BENEFIT CORPORATION RELATED TO THE CORPORATION BY COMMON MEMBERS OF THE BOARD OF DIRECTORS AND/OR THE POWER TO APPOINT DIRECTORS. PEP IS RESPONSIBLE FOR THE DAY TO DAY OPERATIONS OF THE ORGANIZATION AND LOW-INCOME HOUSING PROJECT, INCLUDING MAINTENANCE OF ACCOUNTING RECORDS, RENT COLLECTION, FACILITY MAINTENANCE, ETC. Form 990, Part VI, Section A, Line 4 ON DECEMBER 21, 2022, THE BYLAWS OF THE ORGANIZATION WERE AMENDED AS FOLLOWS:ARTICLE IV: BOARD OF DIRECTORSSECTION 1. BOARD (CHANGED): THE CORPORATION SHALL HAVE A GOVERNING BOARD OF DIRECTORS OF NO LESS THAN NINE (9) AND NO MORE THAN FIFTEEN (15) VOTING DIRECTORS AND COLLECTIVELY THEY SHALL BE KNOWN AS THE BOARD OF DIRECTORS (OR BOARD).SECTION 2. COMMITTEES AND ADVISORY BODIES (ADDED):THE BOARD PRESIDENT WILL BE A VOTING MEMBER ON ALL COMMITTEES.SECTION 7. TERMS OF OFFICE (ADDED):TERMS WILL BEGIN ON JANUARY 1ST OF THE FOLLOWING YEAR.SECTION 11. REGULAR AND ANNUAL MEETINGS (CHANGED):REGULAR MEETINGS OF DIRECTORS SHALL BE HELD MONTHLY AS NEEDED UNLESS SUCH DAY FALLS ON A LEGAL HOLIDAY, IN WHICH EVENT THE REGULAR MEETING SHALL BE HELD ON AN ALTERNATE DATE AS AGREED UPON BY A QUORUM OF THE BOARD.ARTICLE V: OFFICERSSECTION 2. QUALIFICATION, ELECTION, AND TERM OF OFFICE (CHANGED):THE PRESIDENT SHALL NOT SERVE MORE THAN THREE (3) CONSECUTIVE ONE (1) YEAR TERMS BUT WILL BE ELIGIBLE FOR THE OFFICE AFTER A REASONABLE PERIOD OF TIME.SECTION 4. VACANCIES (ADDED):IN THE EVENT THAT THE OFFICE OF PRESIDENT BECOMES VACANT, THE OFFICE SHALL BE FILLED BY AUTOMATIC SUCCESSION OF THE VICE PRESIDENT, THE TREASURER, THE SECRETARY AND THE CHAIRS OF THE ADMINISTRATIVE, FINANCE AND DEVELOPMENT COMMITTEES.SECTION 6. DUTIES OF THE PRESIDENT (ADDED):IN THE EVENT THAT THE OFFICE OF PRESIDENT BECOMES VACANT, THE OFFICE SHALL BE FILLED BY AUTOMATIC SUCCESSION OF THE VICE PRESIDENT, THE TREASURER, THE SECRETARY AND THE CHAIRS OF THE ADMINISTRATIVE, FINANCE AND DEVELOPMENT COMMITTEES.ARTICLE VI: BOARD COMMITTEESSECTION 5. MEETINGS AND ACTION OF COMMITTEES (ADDED):EACH VOTING BOARD MEMBER WILL SERVE ON ONE OR MORE COMMITTEE OF THE BOARD OF DIRECTORS. THERE WILL BE A MINIMUM OF 3 MEMBERS OF EACH STANDING COMMITTEE. THE BOARD PRESIDENT SHALL MAKE ALL BOARD COMMITTEE APPOINTMENTS. COMMITTEES WILL MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS AND REQUIRE A SIMPLE MAJORITY VOTE. A QUORUM SHALL CONSIST OF THE SIMPLE MAJORITY OF DIRECTORS. COMMITTEE MEETINGS CAN BE HELD WITHOUT A QUORUM, BUT NO ACTIONS CAN BE TAKEN. 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 MANAGEMENT AGENT REVIEWS THE FORM 990 BEFORE IT IS PRESENTED TO AN OFFICER FOR SIGNATURE. Form 990, Part VI, Section B, Line 15a THE EXECUTIVE DIRECTOR OF A RELATED CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION IS AN OFFICER OF THIS CORPORATION. AS EXECUTIVE DIRECTOR, SHE IS A COMPENSATED EMPLOYEE OF THAT RELATED ENTITY. THE BOARD OF DIRECTORS OF THE RELATED ENTITY REVIEWS COMPARABLE COMPENSATION DATA AND DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE MANAGEMENT AGENTS OFFICE. SUN HOUSE SENIOR APARTMENTS LLC 625 ACACIA LANE SANTA ROSA CA 95409 680253852 SERVES AS GP IN FEIN 81-1017231, SEE PART III CA CAULFIELD LANE SENIOR HOUSING INC RIVER CITY SENIOR APARTMENTS LLC 625 ACACIA LANE SANTA ROSA CA 95409 680253852 SERVES AS GP IN FEIN 82-5501768, SEE PART III CA CAULFIELD LANE SENIOR HOUSING INC PONY EXPRESS SENIOR APARTMENTS LLC 625 ACACIA LANE SANTA ROSA CA 95409 680253852 SERVES AS GP IN FEIN 83-1065901, SEE PART III CA CAULFIELD LANE SENIOR HOUSING INC PEP HOUSING 625 ACACIA LANE SANTA ROSA CA 95409 942565270 LOW-INCOME HOUSING CA 501(C)(3) 7 NA false 575 VALLEJO INC 625 ACACIA LANE SANTA ROSA CA 95409 680300447 LOW-INCOME HOUSING CA 501(C)(3) 10 PEP HOUSING false RICHARD S LEIB SENIOR APARTMENTS 625 ACACIA LANE SANTA ROSA CA 95409 710928528 LOW-INCOME HOUSING CA 501(C)(3) 7 PEP HOUSING false EDITH STREET APARTMENTS 625 ACACIA LANE SANTA ROSA CA 95409 943325633 LOW-INCOME HOUSING CA 501(C)(3) 7 PEP HOUSING false 575 VALLEJO STREET 625 ACACIA LANE SANTA ROSA CA 95409 680300444 LOW-INCOME HOUSING CA PEP HOUSING false false 579 VALLEJO STREET 625 ACACIA LANE SANTA ROSA CA 95409 680391342 LOW-INCOME HOUSING CA PEP HOUSING false false CASA GRANDE SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 020793145 LOW-INCOME HOUSING CA PEP HOUSING false false ACACIA LANE SENIOR APARTMENTS 625 ACACIA LANE SANTA ROSA CA 95409 264729865 LOW-INCOME HOUSING CA 68-0253852 RELATED -18 48354 false true 0.00902 TOUSSIN SENIOR APARTMENTS 625 ACACIA LANE SANTA ROSA CA 95409 271386487 LOW-INCOME HOUSING CA 94-2565270 false false KELLGREN SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 454320218 LOW-INCOME HOUSING CA 68-0253852 RELATED -23 6616247 false true 0.00010 ORANGE TREE SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 454320160 LOW-INCOME HOUSING CA 68-0253852 RELATED 9973 7795898 false true 0.16256 SUN HOUSE SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 811017231 LOW-INCOME HOUSING CA 68-0253852 RELATED 22468 false true 0.00010 PONY EXPRESS SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 831065901 LOW-INCOME HOUSING CA 68-0253852 RELATED 16572149 false true 0.00004 RIVER CITY SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 825501768 LOW-INCOME HOUSING CA 68-0253852 RELATED -1 22458078 false true 0.00000 false true true true false false false false false false false true true false false true false false false