2024-05-14T22:00:47-05:00 2023-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-07-01 943205085 ABODE HOUSING DEVELOPMENT ABOD 5106577409 40849 FREMONT BLVD FREMONT CA 94538 LOUIS CHICOINE CEO 5106577409 2024-05-06 1 LOUIS CHICOINE 999009999 1 MATTHEW PETROSKI P00853132 9257902600 2024-05-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X LOUIS CHICOINE 40849 FREMONT BLVD FREMONT CA 94538 13604800 0 X WWW.ABODE.ORG X 1994 CA DEVELOP AND PROVIDE AFFORDABLE HOUSING OR LOW-INCOME AND SPECIAL NEEDS HOUSEHOLDS. 17 17 0 17 0 0 2823306 1399336 4882661 5897008 8905 6302858 126292 5598 7841164 13604800 0 0 0 0 2243635 2552716 0 0 10574 3702483 3803016 5946118 6355732 1895046 7249068 44324114 98600073 27422971 75193115 16901143 23406958 THE MISSION OF ALLIED IS TO PROVIDE AFFORDABLE HOUSING LINKED TO SUPPORT SERVICES FOR LOW-INCOME INDIVIDUALS AND FAMILIES. ALLIED IS A SUPPORTIVE HOUSING DEVELOPMENT ORGANIZATION FOCUSED ON DEVELOPING PROJECTS IN NORTHERN CALIFORNIA. 0 0 3957853 894609 ASSIST SUBSTANTIALLY HOMELESS, IMPOVERISHED AND/OR SPECIAL NEEDS INDIVIDUALS AND FAMILIES WITHIN THE SAN FRANCISCO BAY AREA WITH OBTAINING ADEQUATE AND AFFORDABLE HOUSING ACCOMMODATIONS. 855339 4955755 DEVELOP AND REHABILITATE PERMANENT AFFORDABLE HOUSING UNITS TO SERVE LOW-INCOME AND/OR SPECIAL NEEDS INDIVIDUALS AND FAMILIES WITHIN THE SAN FRANCISCO BAY AREA. 4813192 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 30 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X JOHN REIBER 5105657126 40849 FREMONT BLVD FREMONT CA 94538 TARRAH HENRIE PRESIDENT 2.00 6.00 X X 0 0 0 TEJAS SARAIYA VICE PRESIDENT 2.00 6.00 X X 0 0 0 DARRIAN WHITE SECRETARY 2.00 6.00 X X 0 0 0 JOHN LEE TREASURER 2.00 6.00 X X 0 0 0 ROHIT ANGLE BOARD DIRECTOR 1.00 3.00 X 0 0 0 JOHN BARTON BOARD DIRECTOR 1.00 3.00 X 0 0 0 VISHNU BERI BOARD DIRECTOR 1.00 3.00 X 0 0 0 SAMEER BHASIN BOARD DIRECTOR 1.00 3.00 X 0 0 0 ERIC BISHOP BOARD DIRECTOR 1.00 3.00 X 0 0 0 ANN DANNER BOARD DIRECTOR 1.00 3.00 X 0 0 0 JOHN DOMANTAY BOARD DIRECTOR 1.00 3.00 X 0 0 0 BRIAN FRISS BOARD DIRECTOR 1.00 3.00 X 0 0 0 BRIAN GIN BOARD DIRECTOR 1.00 3.00 X 0 0 0 RESHMA INAMDAR BOARD DIRECTOR 1.00 3.00 X 0 0 0 HASSAN KHAWAJA BOARD DIRECTOR 1.00 3.00 X 0 0 0 KEN SMITH BOARD DIRECTOR 1.00 3.00 X 0 0 0 TOM WASOW BOARD DIRECTOR 1.00 3.00 X 0 0 0 LOUIS CHICOINE EXECUTIVE DIRECTOR 7.00 33.00 X 0 300007 0 JOHN REIBER CHIEF FINANCIAL OFFICER 5.00 35.00 X 0 220859 9324 VIVIAN WAN CHIEF OPERATING OFFICER 7.00 33.00 X 0 269750 10391 JONATHAN WHITE CHIEF REAL ESTATE OFFICER 24.00 16.00 X 0 174156 28315 MARILYN LOVELACE-GRANT VP OF HUMAN RESOURCES 4.00 36.00 X 0 164819 19768 JUANA DENISE NUNLEY CHIEF PROPERTY MANAGEMENT OFFICER 8.00 32.00 X 0 154344 12090 BRONWYN HOGAN VP COMMUNITY RELATIONS 4.00 36.00 X 0 153999 11998 0 1437934 91886 0 0 1 0 ABODE SERVICES 40849 FREMONT BLVD FREMONT CA 94538 STAFFING SERVICES AND OTHER EXPENSES 1027388 HKIT ARCHITECTS 538 NINTH STREET SUITE 240 OAKLAND CA 94607 ARCHITECTURAL SERVICES 826257 GUNKEL ARCHITECTURE INC 1295 59TH STREET EMERYVILLE CA 94608 ARCHITECTURAL SERVICES 224340 TACTICAL ADVANCED GROUP INC 7011 REALM DRIVE SUITE A5 SAN JOSE CA 95119 SECURITY SERVICES 197515 CHICAGO TITLE INSURANCE COMPANY ONE EMBARCADERO CENTER SUITE 250 SAN FRANCISCO CA 94111 ESCROW SERVICES 175000 13 744340 654996 1399336 DEVELOPER FEES 624200 5002399 5002399 RENT INCOME 531110 745778 745778 MANAGEMENT FEES 900099 76371 76371 MISC TENANT SERVICE FEES 624200 72460 72460 5897008 46806 46806 52242 0 52242 52242 52242 6256052 0 6256052 6256052 6256052 LOSS ON P'SHIP INVESTMENT 531110 -46644 -46644 -46644 13604800 5850364 0 6355100 2099431 1338835 751699 8897 284251 209643 73518 1090 169034 125526 42921 587 679304 410375 268929 20587 20587 140735 38908 101827 543336 413090 130246 172679 82926 89753 1039343 1039343 13483 11772 1711 674190 674190 270888 270888 123540 69337 54203 BAD DEBT 64086 64086 LICENSES AND FEES 33632 16581 17051 PROJECT CARRYING COSTS 26765 26765 MISCELLANEOUS EXPENSE 448 340 108 6355732 4813192 1531966 10574 3198542 4438358 28091 14079 13955673 22266177 41176 64343 63461126 2330579 18166272 61130547 4267667 6171740 4666693 4514829 44324114 98600073 3559769 8022698 215469 87662 21558934 64383625 2088799 2699130 27422971 75193115 X 10901143 17406958 6000000 6000000 16901143 23406958 44324114 98600073 X 7249068 -743253 X 0 1 X 1 1 1 X 979998 775996 1758469 2823306 1399336 7737105 3032051 4712948 6106284 4958028 5850364 24659675 4012049 5488944 7864753 7781334 7249700 32396780 0 0 0 32396780 2774 2597 19196 59830 99048 183445 2774 2597 19196 59830 99048 183445 4014823 5491541 7883949 7841164 7348748 32580225 0.99440 0.99710 0.00560 0.00290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11957741 11957741 38116370 2327307 35789063 691096 3272 687824 12695919 12695919 61130547 INVESTMENT IN HOUSING ALLIANCE PARTNERSHIPS 1014091 F INVESTMENT IN 2891 CARMEN STREET, LP 200433 F INVESTMENT ON MAIN STREET VILLAGE, LP 2689401 F INVESTMENT IN LAGUNA COMMONS, LLC 268 F INVESTMENT IN CITY CENTER 300000 F OTHER INVESTMENTS IN EQUITY 1000 F INVESTMENT IN CALABAZAS 1966547 F 6171740 TENANT DEPOSITS 108502 ACCRUED INTEREST PAYABLE 2590628 2699130 X PART X, LINE 2: 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 ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. THE ORGANIZATION'S FEDERAL RETURNS FOR THE YEARS ENDED JUNE 30, 2020 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS OF THE TAX YEARS ENDED JUNE 30, 2019 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD. 0 0 0 0 0 0 0 0 0 LOUIS CHICOINE EXECUTIVE DIRECTOR 0 300007 0 0 0 0 0 0 0 0 0 300007 0 0 VIVIAN WAN CHIEF OPERATING OFFICER 0 269750 0 0 0 0 0 2202 0 8189 0 280141 0 0 JOHN REIBER CHIEF FINANCIAL OFFICER 0 220859 0 0 0 0 0 464 0 8860 0 230183 0 0 JONATHAN WHITE CHIEF REAL ESTATE OFFICER 0 174156 0 0 0 0 0 3748 0 24567 0 202471 0 0 MARILYN LOVELACE-GRANT VP OF HUMAN RESOURCES 0 164819 0 0 0 0 0 3390 0 16378 0 184587 0 0 JUANA DENISE NUNLEY CHIEF PROPERTY MANAGEMENT OFFICER 0 154344 0 0 0 0 0 3230 0 8860 0 166434 0 0 BRONWYN HOGAN VP COMMUNITY RELATIONS 0 153999 0 0 0 0 0 3138 0 8860 0 165997 0 0 PART I, LINE 1A THE CEO RECEIVES HIS COMPENSATION THROUGH ABODE SERVICES. HIS TIME IS ALLOCATED AMONG THREE RELATED ORGANIZATIONS IN THE FOLLOWING PROPORTIONS. ABODE SERVICES: 60%, ALLIED HOUSING: 17.5%, HOUSING FOR INDEPENDENT PEOPLE: 17.5%, COMMUNITY WORKING GROUP: 5%. THE OTHER ORGANIZATIONS PAY A SUPPORT ALLOCATION TO ABODE SERVICES THAT COVERS THIS AND OTHER JOINT EXPENSES. ABODE USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO: COMPENSATION COMMITTEE COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 4 DURING THE TAX YEAR, THE ORGANIZATION RESTATED ITS ARTICLES OF INCORPORATION TO CHANGE ITS NAME TO ABODE HOUSING DEVELOPMENT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED AND APPROVED BY THE TREASURER PRIOR TO FILING. THE TAX RETURN IS SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL AT THE MONTHLY BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS MEETS ON A MONTHLY BASIS. ALL POTENTIAL BOARD MEMBERS MUST COMPLETE AN APPLICATION THAT INQUIRES ABOUT CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CAPITAL TRANSFER -743,253. ALLIED 2095 EVANS LLC 40849 FREMONT BLVD FREMONT CA 94538 943205085 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 0 7911911 ABODE HOUSING DEVELOPMENT ALLIED 2201 BRUSH LLC 40849 FREMONT BLVD FREMONT CA 94538 943205085 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 0 0 ABODE HOUSING DEVELOPMENT ALLIED 2595 DEPOT LLC 40849 FREMONT BLVD FREMONT CA 94538 844822903 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 0 0 ABODE HOUSING DEVELOPMENT ALLIED 2904 CORVIN LLC 40849 FREMONT BLVD FREMONT CA 94538 843348118 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 23933 0 ABODE HOUSING DEVELOPMENT ALLIED 34320 FREMONT LLC 40849 FREMONT BLVD FREMONT CA 94538 943205085 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 0 0 ABODE HOUSING DEVELOPMENT ALLIED 38631 FREMONT LLC 40849 FREMONT BLVD FREMONT CA 94538 844840686 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 25750 0 ABODE HOUSING DEVELOPMENT ALLIED 4038 IRVINGTON LLC 40849 FREMONT BLVD FREMONT CA 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HOUSING PARTNERSHIPS CA 0 0 ABODE HOUSING DEVELOPMENT ALLIED 8452 EDES LLC 40849 FREMONT BLVD FREMONT CA 94538 943205085 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 0 0 ABODE HOUSING DEVELOPMENT ALLIED 2188 THE ALAMEDA LLC 40849 FREMONT BLVD FREMONT CA 94538 943205085 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 0 0 ABODE HOUSING DEVELOPMENT ALLIED 5629 HOFFMAN LLC 40849 FREMONT BLVD FREMONT CA 94538 943205085 GENERAL PARTNERS FOR TAX CREDIT HOUSING PARTNERSHIPS CA 40298 208990 ABODE HOUSING DEVELOPMENT ABODE SERVICES 40849 FREMONT BLVD FREMONT CA 94538 943087060 SOCIAL SERVICES CA 501(C)(3) LINE 7 N/A 0 ABODE PROPERTY MANAGEMENT 40849 FREMONT BLVD FREMONT CA 94538 942650901 PROPERTY MANAGEMENT CA 501(C)(3) LINE 7 N/A 0 COMMUNITY WORKING GROUP 40849 FREMONT BLVD FREMONT CA 94538 770446309 GENERATE AND MANAGE NEW PROGRAMS AND PROJECTS ON THE BAY AREA'S PENINSULA CA 501(C)(3) LINE 7 N/A 0 OPPORTUNITY CENTER HDC INC 40849 FREMONT BLVD FREMONT CA 94538 542090590 TO FACILITATE THE DEVELOPMENT OF AFFORDABLE HOUSING CA 501(C)(3) LINE 12A, I ABODE SERVICES 0 FREMONT MAIN STREET VILLAGE LP 303 VINTAGE PARK SUITE 250 FOSTER CITY CA 94404 271080806 ACQUIRE, DEVELOP, OWN AND OPERATE A RENTAL HOUSING COMPLEX CA ABODE HOUSING DEVELOPMENT RELATED -282881 10751270 0 1 0.49000 HOUSING ALLIANCE LP 2220 OXFORD STREET BERKELEY CA 94704 371475625 ACQUIRE, DEVELOP, OWN AND OPERATE A RENTAL HOUSING COMPLEX CA ABODE HOUSING DEVELOPMENT RELATED 6292935 0 0 0.99990 2891 CARMEN STREET LP 1835 ALCATRAZ AVE BERKELEY CA 94703 113784472 CONSTRUCT A COMPLEX WITH 30 UNITS TO HOUSE LOW-INCOME FAMILIES CA ABODE HOUSING DEVELOPMENT RELATED -17 442553 1 1 0.00010 LAGUNA COMMONS ASSOCIATON LP 303 VINTAGE PARK SUITE 250 FOSTER CITY CA 94404 461128572 ACQUIRE, DEVELOP, OWN AND OPERATE A RENTAL HOUSING COMPLEX CA ABODE HOUSING DEVELOPMENT RELATED -28 87887 0 1 0.00010 ALLIED 2904 CORVIN LP 40849 FREMONT BLVD FREMONT CA 94538 831653202 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ALLIED 2904 CORVIN LLC RELATED -308 11937962 0 1 0.00010 ALLIED 2095 EVANS LP 40849 FREMONT BLVD FREMONT CA 94538 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ALLIED 2095 EVANS LLC RELATED 0 1 1.00000 ALLIED 38631 FREMONT LP 40849 FREMONT BLVD FREMONT CA 94538 833264814 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ALLIED 38631 FREMONT LLC RELATED -223 1136385 0 1 0.00010 ALLIED 34320 FREMONT LP 40849 FREMONT BLVD FREMONT CA 94538 844142045 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ALLIED 34320 FREMONT LLC RELATED 5584228 0 1 0.00010 ALLIED 4038 IRVINGTON LP 40849 FREMONT BLVD FREMONT CA 94538 844041558 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ALLIED 4038 IRVINGTON LLC RELATED 31903875 0 1 0.00010 ALLIED 2595 DEPOT LP 40849 FREMONT BLVD FREMONT CA 94538 843856360 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ALLIED 2595 DEPOT LLC RELATED 12013842 0 1 PALO ALTO FAMILY LP 22645 GRAND STREET HAYWARD CA 94541 263061581 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA N/A 0 0 OPPORTUNITY CENTER ASSOCIATES LP 40849 FREMONT BLVD FREMONT CA 94538 710928495 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA OPPORTUNITY CENTER HDC RELATED -10506 13762637 0 0 0.99990 BRIDGEWAY EAST LP 303 VINTAGE PARK SUITE 250 FOSTER CITY CA 94404 861096849 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA N/A 0 0 ALLIED 1510 PARKMOOR LP 40849 FREMONT BLVD FREMONT CA 94538 873783867 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ABODE HOUSING DEVELOPMENT RELATED -1600 2969286 0 0 1.00000 ALLIED 3335 KIFER LP 40849 FREMONT BLVD FREMONT CA 94538 863468730 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ABODE HOUSING DEVELOPMENT RELATED 2225767 0 0 0.00010 ALGARVE APARTMENTS LP 40849 FREMONT BLVD FREMONT CA 94538 850562795 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ABODE HOUSING DEVELOPMENT RELATED 0 1 0.00000 ALLIED 2188 THE ALAMEDA LP 40849 FREMONT BLVD FREMONT CA 94538 931736471 DEVELOP, OWN AND OPERATE AFFORDABLE RENTAL HOUSING CA ABODE HOUSING DEVELOPMENT RELATED 1298324 0 1 1.00000 0 0 0 1 0 0 0 0 0 0 1 1 1 1 1 0 0 1 0