2024-08-12T18:40:07-05:00 2023-12-31 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2023-01-01 954535344 NEW BRITTANY HOUSING FOUNDATION NEWB 8054958400 4530 E THOUSAND OAKS BLVD 100 WESTLAKE VILLAGE CA 91362 TOM LUNGIN PRESIDENT 8054958400 2024-08-12 1 1 SHAWN D DREIMAN CPA P00380913 3178413393 2024-08-12 2023 2024-08-08 14:25:15Z TOM LUNGIN 4530 E THOUSAND OAKS BLVD 100 WESTLAKE VILLAGE CA 91362 262462 0 X NA X 1995 CA PROVIDE AFFORDABLE HOUSING TO LOW INCOME FAMILIES. 5 5 0 0 0 0 107580 88698 141679 160315 41 1751 13464 11698 262764 262462 0 0 0 0 14509 30498 0 0 0 247401 283884 261910 314382 854 -51920 689529 624356 2263705 2250452 -1574176 -1626096 PROVIDE AFFORDABLE HOUSING TO LOW INCOME FAMILIES. 0 0 246985 160315 THE ORGANIZATION PROVIDES AFFORDABLE HOUSING TO LOW INCOME FAMILIES. THE ORGANIZATION'S OPERATIONS ARE REGULATED BY HUD AND SUBJECT TO HUD'S OVERSIGHT. 246985 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 CA X X CCI 8054958400 4530 E THOUSAND OAKS BLVD 100 WESTLAKE VILLAGE CA 91362 X TOM LUNGIN PRESIDENT/CEO FOR CA 2.00 X X 0 0 0 STEVE WATSON SECRETARY,TREASURER/CFO FOR CA 2.00 X X 0 0 0 ESTELLE JIMENEZ DIRECTOR 2.00 X 0 0 0 GARRETT LUNGIN DIRECTOR 2.00 X 0 0 0 MARINA HESSE DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 88698 88698 TENANT RENT & CHARGES 531110 160315 160315 160315 1751 1751 MISC INCOME 900099 9568 9568 LAUNDRY AND VENDING 900099 2130 2130 11698 262462 160315 0 13449 27767 11500 16267 302 302 2429 2429 23503 23503 4832 4832 4242 4242 3553 3553 109 109 6766 6766 119208 119208 113 113 74880 74880 33980 33980 MISCELLANEOUS ADMINISTR 6963 6963 REAL ESTATE TAXES 4638 4638 BAD DEBTS 1049 1049 MISCELLANEOUS FINANCIAL 48 48 314382 246985 67397 0 2034 1245 55033 30 10804 22938 2347287 1866848 549464 480439 72194 119704 689529 624356 25473 12683 1905 1740 2227844 2227844 8483 8185 2263705 2250452 X -1574176 -1626096 -1574176 -1626096 689529 624356 -51920 0 X 0 1 X 1 1 1 X 11252 11201 10412 107580 88698 229143 112991 113027 120088 141679 160315 648100 124243 124228 130500 249259 249013 877243 0 0 0 877243 260 244 69 41 1751 2365 260 244 69 41 1751 2365 9823 10591 1993 13464 11698 47569 134326 135063 132562 262764 262462 927177 0.94610 0.95150 0.00260 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 149037 149037 2102347 1778517 323830 95903 88331 7572 480439 TENANT SECURITY DEPOSITS 10211 REPLACEMENT RESERVE 47611 RESIDUAL RECEIPTS RESERVE 14821 OTHER RESERVES 47061 119704 TENANT SECURITY DEPOSITS 8185 8185 X 262462 0 262462 0 262462 314382 0 314382 0 314382 PART X, LINE 2: THE ENTITY ADOPTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE ENTITY RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT IS RECORDED. FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - THE ORGANIZATION OPERATES RESIDENTIAL PROPERTY FOR LOW INCOME FAMILIES AND IS SUBJECT TO RULES AND REGULATIONS OF THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. FOR THE CONTINUOUS OPERATION AND MAINTENANCE OF THE PROPERTY, THE BOARD HIRED A MANAGEMENT COMPANY THAT SPECIALIZED IN MANAGING HUD PROJECTS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - A DRAFT OF THE FORM 990 WAS REVIEWED BY THE ORGANIZATION'S MANAGEMENT PRIOR TO TIMELY FILING THE RETURN WITH THE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC NOTICE IS SENT TO THE BOARD OF DIRECTORS. THE BOARD MEMBERS ARE REQUIRED TO SIGN AND RETURNS A STATEMENT THAT POSITIVELY AFFIRMS THAT NO CONFLICTS OF INTEREST EXIST. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE THROUGH GUIDESTAR.ORG AND ALL OF THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REASONABLE REQUEST. UNION SENIORS ASSOCIATION 4530 E THOUSAND OAKS BLVD 100 WESTLAKE VILLAGE CA 91362 954647303 DIRECTS THE ACTIVITIES OF THE RELATED NONPROFITS CA 501(C)(3) 170(B)(1)(A)(VI) 0 CASA COMMUNITY ASSOCIATION 4530 E THOUSAND OAKS BLVD 100 WESTLAKE VILLAGE CA 91362 954525241 PROVIDES AFFORDABLE HOUSING TO LOW INCOME INDIVIDUALS CA 501(C)(3) 170(B)(1)(A)(VI) UNION SENIORS ASSOCIATION 0 LA GARDENS COMMUNITY ASSOCIATION 4530 E THOUSAND OAKS BLVD 100 WESTLAKE VILLAGE CA 91362 954526307 PROVIDES AFFORDABLE HOUSING TO LOW INCOME INDIVIDUALS CA 501(C)(3) 170(B)(1)(A)(VI) UNION SENIORS ASSOCIATION 0 MARIPOSA SENIOR ASSOCIATION 4530 E THOUSAND OAKS BLVD 100 WESTLAKE VILLAGE CA 91362 954647006 PROVIDES AFFORDABLE HOUSING TO LOW INCOME INDIVIDUALS CA 501(C)(3) 509(A)(2) UNION SENIORS ASSOCIATION 0 REAC READY MAINTENANCE 24120 DEQUINCY COURT WEST HILLS CA 91304 264497370 MAINTENANCE CA 0 0 CALIFORNIA COMMERCIAL INVESTMENT 4530 E THOUSAND OAKS BLVD SUITE 10 WESTLAKE VILLAGE CA 91362 201630741 PROVIDES MANAGEMENT SERVICES THAT ARE APPROVED BY HUD CA C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 CALIFORNIA COMMERCIAL INVESTMENT GROUP INC M 31467 FMV REAC READY MAINTENANCE P 57525 FMV