2024-10-29T12:49:32-05:00 2023-12-31 946214841 ARMANINO ADVISORY LLC 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2023-01-01 770478772 STONEY PINECHARITIES HOUSING CORP STON 4085508300 1400 PARKMOOR AVE 190 SAN JOSE CA 95126 TERRI FUKUDA CONTROLLER 4085508300 2024-10-29 1 1 MATTHEW PETROSKI P00853132 4082006400 2024-10-28 2023 2024-10-15 13:58:12Z MARK MIKL 1400 PARKMOOR AVE 190 SAN JOSE CA 95126 422544 0 0928 X WWW.CHARITIESHOUSING.ORG X 1999 CA TO PROVIDE LOW INCOME PERSONS IN SANTA CLARA COUNTY, CALIFORNIA WITH HOUSING FACILITIES AND SERVICES. 9 7 0 7 0 0 133736 285174 124254 132799 1271 4561 9620 10 268881 422544 0 0 0 0 41710 43685 0 0 0 447260 456775 488970 500460 -220089 -77916 3750524 3645554 6835697 6808643 -3085173 -3163089 TO DEVELOP AND MANAGE HIGH QUALITY AFFORDABLE HOUSING FOR LOW-INCOME INDIVIDUALS AND THEIR FAMILIES. THROUGH PROPERTY MANAGEMENT AND STRUCTURED RESIDENT INVOLVEMENT, THE ORGANIZATION CONTRIBUTES TO THE HIGHEST STANDARDS OF HUMAN DIGNITY AND PARTICIPATION IN OUR COMMUNITY. 0 0 436030 132809 STONEY PINE/CHARITIES HOUSING CORP. PROVIDES 23-UNITS OF AFFORDABLE HOUSING AND RELATED SERVICES FOR LOW-INCOME PERSONS IN SANTA CLARA COUNTY. 436030 1 1 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 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 1 0 0 0 1 0 1 0 0 0 0 1 1 1 1 1 1 1 0 CA X CHARITIES HOUSING DEVELOPMENT CORP 4085508300 1400 PARKMOOR AVE SUITE 190 SAN JOSE CA 95126 X MIKE KASPERZAK CHAIR 0.50 2.00 X X 0 0 0 LINH DIPIPPA TREASURER 0.50 2.00 X X 0 0 0 BRUCE KNOBLOCK SECRETARY 0.50 2.00 X X 0 0 0 CHRIS HUANG BOARD MEMBER 0.50 2.00 X 0 0 0 OCTAVIAN FARFAN BOARD MEMBER 0.50 2.00 X 0 0 0 HYOUNG CHONG BOARD MEMBER 0.50 2.00 X 0 0 0 PAUL BAKER BOARD MEMBER 0.50 2.00 X 0 0 0 GREG KEPFERLE PRESIDENT 0.50 2.00 X X 0 288000 37000 MARK MIKL EXECUTIVE DIRECTOR 0.50 40.00 X X 0 237884 29510 TERRI FUKUDA CONTROLLER 0.50 40.00 X 0 175498 24515 LISA CALDWELL DIR. OF PROP. MGMT/ ASST. SECRETARY 0.50 40.00 X 0 191153 20696 KATHLEEN ROBINSON DIRECTOR OF DEVELOPMENT 0.50 40.00 X 0 225332 12131 CAROL MOWAT FINANCE MANAGER 0.50 40.00 X 0 161946 9071 LARISA TROCHE ASSOC. DIR. OF PROPERTY MANAGEMENT 0.50 40.00 X 0 130935 26755 MARVEL ANG SR. PROJECT MANAGER 0.50 40.00 X 0 173162 9454 HAI NGUYEN SR. PROJECT MANAGER 0.50 40.00 X 0 142583 12563 MAGGIE LI ASSET MANAGER 0.50 40.00 X 0 156948 8745 0 1883441 190440 0 0 1 0 0 285174 285174 RENT 532000 130263 130263 LAUNDRY AND OTHER 900099 2536 2536 132799 4561 4561 MISC INCOME 900099 10 10 10 422544 132809 0 4561 35179 35179 1789 1789 3978 3978 2739 2739 32112 32112 31346 31346 6172 6172 2427 2427 9951 9951 131561 131561 972 972 91554 91554 121661 121661 13104 13104 MANAGER RENT FREE UNIT 15295 15295 OTHER EXPENSES 1384 1384 BAD DEBT -764 -764 500460 436030 64430 0 991 9712 205850 207543 3431 445 2527 3320 5550447 2137297 3526369 3413150 11356 11384 3750524 3645554 19117 62170 2085 396 5053963 4955359 1760532 1790718 6835697 6808643 X -3085173 -3163089 -3085173 -3163089 3750524 3645554 -77916 0 X 0 1 X 1 1 1 X 106855 142518 159957 133736 285174 828240 141209 118504 106780 133874 132809 633176 248064 261022 266737 267610 417983 1461416 0 14962 32702 29733 77397 14962 32702 29733 77397 1384019 375 262 291 1271 4561 6760 375 262 291 1271 4561 6760 248439 261284 267028 268881 422544 1468176 0.94270 0.96080 0.00460 0.00200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1592425 1592425 3694147 1971335 1722812 263875 165962 97913 3413150 ACCRUED INTEREST 1780782 TENANT SECURITY DEPOSITS 9936 1790718 X 422544 0 422544 0 422544 500460 0 500460 0 500460 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA 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 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 TAX YEARS 2020 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS FOR TAX YEARS 2019 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD. 0 0 0 0 0 0 0 0 0 GREG KEPFERLE PRESIDENT 0 288000 0 0 0 0 0 17000 0 20000 0 325000 0 0 MARK MIKL EXECUTIVE DIRECTOR 0 207884 0 30000 0 0 0 11874 0 17636 0 267394 0 0 KATHLEEN ROBINSON DIRECTOR OF DEVELOPMENT 0 207932 0 15000 0 2400 0 11106 0 1025 0 237463 0 0 LISA CALDWELL DIR. OF PROP. MGMT/ ASST. SECRETARY 0 175653 0 15500 0 0 0 9960 0 10736 0 211849 0 0 TERRI FUKUDA CONTROLLER 0 155498 0 20000 0 0 0 8979 0 15536 0 200013 0 0 MARVEL ANG SR. PROJECT MANAGER 0 163262 0 7500 0 2400 0 8554 0 900 0 182616 0 0 CAROL MOWAT FINANCE MANAGER 0 149546 0 10000 0 2400 0 8171 0 900 0 171017 0 0 MAGGIE LI ASSET MANAGER 0 144548 0 10000 0 2400 0 7723 0 1022 0 165693 0 0 LARISA TROCHE ASSOC. DIR. OF PROPERTY MANAGEMENT 0 124435 0 6500 0 0 0 6638 0 20117 0 157690 0 0 HAI NGUYEN SR. PROJECT MANAGER 0 135083 0 7500 0 0 0 7187 0 5376 0 155146 0 0 PART I, LINE 3 THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS AND KEY EMPLOYEES DIRECTLY. THE BOARD PRESIDENT IS COMPENSATED BY CATHOLIC CHARITIES OF SANTA CLARA COUNTY AND EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES ARE COMPENSATED BY CHARITIES HOUSING DEVELOPMENT CORPORATION, A RELATED ORGANIZATION. COMPENSATION FOR EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES IS BASED ON COMPARABILITY DATA (SALARY SURVEYS BY REGION) AND REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OF CHARITIES HOUSING DEVELOPMENT CORPORATION. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES TO CHARITIES HOUSING DEVELOPMENT CORPORATION, A RELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS OF THE ORGANIZATION SHALL BE THE SAME AS BOARD MEMBERS OF CHARITIES HOUSING DEVELOPMENT CORPORATION OF SANTA CLARA COUNTY (CHDC), A RELATED CHARITABLE ORGANIZATION. CATHOLIC CHARITIES OF SANTA CLARA COUNTY HAS TO APPROVE ALL BOARD MEMBERS OF CHDC PRIOR TO JOINING THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION GENERALLY DOES NOT HAVE COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. THERE IS DOCUMENTATION THAT CERTAIN DECISIONS CAN BE MADE ON BEHALF OF THE BOARD IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE CONTROLLER OF CHARITIES HOUSING DEVELOPMENT CORPORATION OF SANTA CLARA COUNTY REVIEWS THE 990 ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PROVIDES THE BOARD OF DIRECTORS WITH AN ANNUAL QUESTIONNAIRE TO COMPLETE (THIS IS TYPICALLY DONE IN FEBRUARY). THE ORGANIZATION REVIEWS THE COMPLETED FORMS TO DETERMINE IF THERE ARE CONCERNS OR CONFLICTS. THE ORGANIZATION HAS A SPECIFIC CONFLICT OF INTEREST POLICY IN EMPLOYEE HANDBOOK THAT ALL EMPLOYEES ARE REQUIRED TO SIGN AND ACKNOWLEDGE THEY UNDERSTAND AND TO COME FORWARD IF THEY HAVE ANY QUESTIONS ABOUT IT. THE ORGANIZATION DISCUSSES THE CONFLICT OF INTEREST ISSUE ON OCCASION WITH THE STAFF. THE ORGANIZATION REQUESTS THAT ALL MANAGERS REPORT ANY CONTRACTOR THAT OFFERS TO DO BUSINESS OUTSIDE OF THE GUIDELINES SET FORTH IN THE POLICY SO THE ORGANIZATION CAN INVESTIGATE AND CHOOSE WHETHER TO TAKE THEM OFF OF THE APPROVED VENDORS LIST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS AND KEY EMPLOYEES DIRECTLY. THE BOARD PRESIDENT IS COMPENSATED BY CATHOLIC CHARITIES OF SANTA CLARA COUNTY AND EXCUTIVE DIRECTOR AND OTHER KEY EMPLOYEES ARE COMPENSATED BY CHARITIES HOUSING DEVELOPMENT CORPORATION, A RELATED ORGANIZATION. COMPENSATION STUDIES ARE PROVIDED TO THE EXECUTIVE COMMITTE OF THE BOARD AND THEY DISCUSS AND APPROVE COMPENSATION FOR THE EXECUTIVE TEAM: THE EXCECUTVE DIRECTOR ("ED"), DEPUTY ED, DIRECTOR OF DEVELOPMENT, DIRECTOR OF PROPERTY MANAGEMENT AND CONTROLLER. THE OVERALL SALARIES FOR THE ORGANIZATION ARE APPROVED BY THE APPROVAL OF THE ANNUAL BUDGET. THE OVERALL ANNUAL BONUS IS CALCULATED AND THE ED SUGGESTS THE ALLOCATION OF THE BONUS AND IS SUBMITTED TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE MAIN OFFICE. 990 PART VII SECTION A COLUMN (B) THE BOARD PRESIDENT IS COMPENSATED BY CATHOLIC CHARITIES OF SANTA CLARA COUNTY. THE OTHER OFFICERS AND HIGHEST COMPENSATED EMPLOYEES WORK 40 HOURS/WEEK FOR CHARITIES HOUSING DEVELOPMENT CORPORATION, A RELATED NON-PROFIT ORGANIZATION. THE OTHER BOARD MEMBERS ATTEND BOARD MEETINGS FOR THIS RELATED ORGANIZATION. CARITAS HOUSING CORPORATION 1400 PARKMOOR AVE STE190 SAN JOSE CA 95126 770516342 MANAGE HOUSING AND ECONOMIC DEVELOPMENT ACTIVITY FOR LOW INCOME FAMILIES. CA 501 ( C ) 3 LINE 12A, I CHARITIES HOUSING DEVELOPMENT CORPORATION 0 CATHOLIC CHARITIES OF SANTA CLARA COUNTY( CATHOLIC CHARITIES) 2625 ZANKER RD SAN JOSE CA 95134 942762269 STRENGTHEN COMMUNITY AND SUSTAIN INDIVIDUALS AND FAMILIES LIVING IN POVERTY. CA 501 ( C ) 3 LINE 7 N/A 0 CHARITIES HOUSING DEVELOPMENT CORPORATION 1400 PARKMOOR AVE STE190 SAN JOSE CA 95126 770359848 ACT AS A REGIONAL DEVELOPER OF AFFORDABLE HOUSING FOR LOW INCOME FAMILIES CA 501 ( C ) 3 LINE 7 N/A 0 HOPE CHARITES HOUSING CORPORATION 1400 PARKMOOR AVE STE190 SAN JOSE CA 95126 770493200 MANAGE HOUSING AND ECONOMIC DEVELOPMENT ACTIVITY FOR LOW INCOME FAMILIES. CA 501 ( C ) 3 LINE 12A, I CHARITIES HOUSING DEVELOPMENT CORPORATION 0 SUNSET CHARITES HOUSING 1400 PARKMOOR AVE STE190 SAN JOSE CA 95126 770568015 MANAGE HOUSING AND ECONOMIC DEVELOPMENT ACTIVITY FOR LOW INCOME FAMILIES. 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