2024-11-13T23:10:17-06:00 2023-12-31 943108253 NOVOGRADAC & COMPANY LLP 1435 N MCDOWELL BLVD SUITE 350 PETALUMA CA 94954 990 2023-01-01 330107781 HELPING OUR MENTALLY ILL EXPERIENCE SUCCESS INC HELP 9492638676 17701 COWAN AVENUE 200 IRVINE CA 92614 MARK HOOVER TREASURER 9492638676 2024-11-13 1 0 LANCE SMITH P00696626 4152236130 2023 2024-10-15 13:58:12Z MARK SCHULTZ 17701 COWAN AVENUE 200 IRVINE CA 92614 972663 0 X JAMBOREEHOUSING.COM X 1985 CA THE PURPOSE OF HELPING OUR MENTALLY ILL EXPERIENCE SUCCESS, INC. IS TO ENHANCE THE QUALITY OF LIFE AND EXPAND THE AVAILABLILITY OF AFFORDABLE HOUSING FOR THE MENTALLY ILL AND OTHERS WITH SPECIAL NEEDS. 5 5 0 0 0 0 148414 2000 -50032 34663 995704 739588 0 0 1094086 776251 0 0 0 0 309153 309966 0 0 0 729689 244728 1038842 554694 55244 221557 5343794 5327870 1571572 1334091 3772222 3993779 HOMES, INC. WAS ORGANIZED TO LEASE, REHABILITATE, PURCHASE, OR SUBSIDIZE HOUSING FACILITIES FOR THE MENTALLY ILL AND THOSE WITH SPECIAL NEEDS. 0 0 491631 699839 TO ENHANCE THE QUALITY OF LIFE AND EXPAND THE AVAILABILITY OF AFFORDABLE HOUSING FOR THE MENTALLY ILL AND OTHERS WITH SPECIAL NEEDS. 491631 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 1 1 CA X JAMBOREE HOUSING CORPORATION 9492638676 17701 COWAN AVENUE 200 IRVINE CA 92614 DAVID WOOD CHAIR 0.10 0.10 X X 0 0 0 MARY LYNN COFFEE VICE CHAIR 0.10 0.10 X X 0 0 0 MARK HOOVER TREASURER 0.10 0.10 X X 0 0 0 CESAR COVARRUBIAS SECRETARY 0.10 0.10 X X 0 0 0 PATRICK D MCCALLA DIRECTOR 0.10 0.10 X 0 0 0 LAURA ARCHULETA PRESIDENT & CEO 0.10 40.00 X 0 572035 62998 MICHAEL MASSIE CHIEF DEVELOPMENT OFFICER 0.10 40.00 X 0 468034 58590 MARK SCHULTZ CHIEF FINANCIAL OFFICER 2.00 40.00 X 0 76656 7148 ROGER KINOSHITA VP, REAL ESTATE ACQUISITIO 0.10 40.00 X 0 247033 29616 KAREN HAMMOND VP, HUMAN RESOURCES 0.10 40.00 X 0 222022 19479 TISH KELLY VP, HOUSING DEVELOPMENT 0.10 40.00 X 0 338178 11825 NATALIE REIDER VP, COMMUNITY OPERATIONS 0.10 40.00 X 0 230147 24812 KATHERINE MCFADDEN VP , NORTHERN CALIFORNIA 0.10 40.00 X 0 223748 19419 TALESHA PAYNE VP 0.10 40.00 X 0 117582 9115 VICTORIA RODRIGUEZ VP, DEVELOPMENT 0.10 40.00 X 0 277195 27779 KELSEY BREWER VP, BUSINESS DEVELOPMENT 0.10 40.00 X 0 169249 9213 ELIZABETH ANDALEON CHIEF FINANCIAL OFFICER 0.10 40.00 X 0 328027 28588 0 3269906 308582 0 0 1 0 0 2000 2000 PARTNERSHIP MANAGEMENT 624100 74182 74182 RENTAL INCOME 531110 52688 52688 SOCIAL SERVICE FEES 624100 43822 43822 NOTE RECEIVABLE INTERE 531390 24298 24298 FLOW THROUGH FROM INVE 900003 -160327 -160327 34663 936000 196412 739588 739588 739588 776251 774251 0 0 309966 280058 29908 245 245 14980 14980 25300 10000 15300 1960 1960 8520 8520 670 670 159 159 8635 8635 71276 71276 REPAIRS AND MAINTENANCE 49280 49280 UTILITIES 37926 37926 BAD DEBT EXPENSE 21529 21529 PROPERTY TAXES 3462 3462 786 786 554694 491631 63063 0 177396 322323 235832 233043 196902 151764 1145290 1148047 5682 3816 3791809 322932 3582692 3468877 5343794 5327870 114960 164312 835760 553244 620852 616535 1571572 1334091 X 3772222 3993779 3772222 3993779 5343794 5327870 221557 0 X X 0 1 X 1 0 X 302943 396135 4840097 148414 2000 5689589 302943 396135 4840097 148414 2000 5689589 5689589 5689589 296674 1.00000 1.00000 X 1494418 1494418 2297391 322932 1974459 3468877 ACCRUED INTEREST 194286 SHARE OF PARTNERSHIP CAPITAL DEFICITS 422249 616535 X 1053597 416879 416879 636718 139533 139533 776251 1165503 697689 697689 467814 86880 86880 554694 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND FROM CALIFORNIA INCOME AND FRANCHISE TAXES UNDER REVENUE AND TAXATION CODE SECTION 23701(D). THE PREPARATION OF FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE ORGANIZATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE ORGANIZATION. MANAGEMENT HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE ORGANIZATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. CALIFORNIA TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS FOUR YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE ORGANIZATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE REPORTED ON JACKSON AISLE'S FINANCIAL STATEMENTS 416,879. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY ACTIVITIES ELIMINATED ON FINANCIAL STATEMENTS 139,533. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED ON JACKSON AISLE'S FINANCIAL STATEMENTS 697,689. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY ACTIVITIES ELIMINATED ON FINANCIAL STATEMENTS 65,351. BAD DEBT EXPENSE ELIMINATED ON CONSOLIDATED FINANCIAL STATEMENTS 21,529. X X X 0 0 0 0 0 0 0 0 0 LAURA ARCHULETA PRESIDENT & CEO 0 517562 0 48473 0 6000 0 42089 0 20909 0 635033 0 0 MICHAEL MASSIE CHIEF DEVELOPMENT OFFICER 0 429265 0 38769 0 0 0 39162 0 19428 0 526624 0 0 ELIZABETH ANDALEON CHIEF FINANCIAL OFFICER 0 220742 0 18001 0 89284 0 23267 0 5321 0 356615 0 0 TISH KELLY VP, HOUSING DEVELOPMENT 0 309843 0 28335 0 0 0 10954 0 871 0 350003 0 0 VICTORIA RODRIGUEZ VP, DEVELOPMENT 0 252135 0 25060 0 0 0 9336 0 18443 0 304974 0 0 ROGER KINOSHITA VP, REAL ESTATE ACQUISITIO 0 225043 0 21990 0 0 0 9375 0 20241 0 276649 0 0 NATALIE REIDER VP, COMMUNITY OPERATIONS 0 214895 0 15252 0 0 0 4482 0 20330 0 254959 0 0 KATHERINE MCFADDEN VP , NORTHERN CALIFORNIA 0 204622 0 19126 0 0 0 0 0 19419 0 243167 0 0 KAREN HAMMOND VP, HUMAN RESOURCES 0 202408 0 19614 0 0 0 8260 0 11219 0 241501 0 0 KELSEY BREWER VP, BUSINESS DEVELOPMENT 0 156249 0 13000 0 0 0 0 0 9213 0 178462 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS VIA ITS TAX COMMITTEE REVIEWS AND APPROVES FORM 990 PRIOR TO FILING AND THE TREASURER SIGNS THE FORM. A COPY OF THE FORM IS GIVEN TO EACH MEMBER OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS, OFFICERS, MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS, AND STAFF IDENTIFY SITUATIONS THAT PRESENT POTENTIAL CONFLICTS OF INTEREST AND THEY FOLLOW PROCEDURES TO DETERMINE WHETHER A TRANSACTION MAY BE APPROVED AND TREATED AS VALID EVEN THOUGH A CONFLICT OF INTEREST MAY EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT PAY COMPENSATION TO ANY OFFICER, DIRECTOR, OR KEY EMPLOYEE. IF THE ORGANIZATION WERE TO PAY COMPENSATION IN THE FUTURE, THE BOARD OF DIRECTORS, VIA ITS PERSONNEL COMMITTEE WOULD CONDUCT A COMPENSATION SURVEY IN ORDER TO DETERMINE APPROPRIATE RANGES FOR COMPENSATION AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AND PROVIDES THEM TO THE PUBLIC WHEN REQUESTED. PART XII, LINE 2C THE AUDIT COMMITTEE ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. SUPPLEMENTAL INFO: PART V QUESTION 2A THE COMPENSATION AND EMPLOYEE BENEFITS SHOWN IN SCHEDULE IX, STATEMENT OF FUNCTIONAL EXPENSES, REPRESENTS REIMBURSEMENTS TO THE SUPPORTED ORGANIZATION FOR COMPENSATION PAID BY THE SUPPORTED ORGANIZATION. HELPING OUR MENTALLY ILL EXPERIENCE SUCCESS, INC HAS NO EMPLOYEES. JAMBOREE HOUSING CORPORATION 17701 COWAN AVENUE 200 IRVINE CA 92614 330413518 PROVIDE AFFORDABLE HSG TO NEEDY INDIVIDUALS CA 501(C)(3) 9 N/A 0 JHC-WOODGLEN INC 17701 COWAN AVENUE 200 IRVINE CA 92614 760726272 PROVIDE AFFORDABLE HSG TO NEEDY INDIVIDUALS CA 501(C)(3) 11A JAMBOREE HOUSING CORPORATION 0 JHC-RIVER RANCH INC 17701 COWAN AVENUE 200 IRVINE CA 92614 330948905 PROVIDE AFFORDABLE HSG TO NEEDY INDIVIDUALS CA 501(C)(3) 11A JAMBOREE HOUSING CORPORATION 0 THE MEADOWS IN IRVINE 17701 COWAN AVENUE 200 IRVINE CA 92614 330789247 PROVIDE AFFORDABLE HSG TO NEEDY INDIVIDUALS CA 501(C)(3) 11A JAMBOREE HOUSING CORPORATION 0 HOUSING WITH HEART INC 17701 COWAN AVENUE 200 IRVINE CA 92614 010813367 PROVIDE AFFORDABLE HSG TO NEEDY INDIVIDUALS CA 501(C)(3) 11A JAMBOREE HOUSING CORPORATION 0 QUALITY DEVELOPMENT AND CONSTRUCTION COMPANY INC 17701 COWAN AVENUE 200 IRVINE CA 92614 460815785 PROVIDE GEN. CONTRACTING, ARCHITECTURAL AND CONST. MGMT. TO AFFORDABLE HSG. CA 501(C)(3) 11A JAMBOREE HOUSING CORPORATION 0 DIAMOND AISLE LP 17701 COWAN AVENUE 200 IRVINE CA 92614 205768901 LOW INCOME HOUSING CA N/A RELATED -5874 229 0 1 0.00010 JACKSON AISLE APTS LP 17701 COWAN AVENUE 200 IRVINE CA 92614 010701786 LOW INCOME HOUSING CA N/A RELATED -352349 306578 0 1 0.00010 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 DIAMOND AISLE LP D 68252 CURRENT YEAR BALANCE JACKSON AISLE LP D 394297 CURRENT YEAR BALANCE JACKSON AISLE LP L 112045 CURRENT YEAR BALANCE