2024-11-15T13:17:15-06:00 2023-12-31 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2023-01-01 912150712 SAN JUAN COMMUNITY HOME TRUST SANJ 3603785541 PO BOX 2603 FRIDAY HARBOR WA 98250 AMANDA LYNN EXECUTIVE DIRECTOR 3603785541 2024-11-15 1 1 SHAWN D DREIMAN CPA P00380913 3178413393 2024-11-15 2023 2024-10-15 13:58:12Z AMANDA LYNN PO BOX 2603 FRIDAY HARBOR WA 98250 942007 0 X WWW.HOMETRUST.ORG X 2001 WA TO CREATE AND MAINTAIN PERMANENTLY AFFORDABLE AND SUSTAINABLE HOME OWNERSHIP FOR LOW AND MODERATE INCOME SAN JUAN ISLAND RESIDENTS. 12 12 4 15 0 0 2043512 782259 272777 102512 37 223 27879 48329 2344205 933323 0 0 0 0 200168 225069 0 0 27554 368988 300704 569156 525773 1775049 407550 6854015 8557373 1264675 2560483 5589340 5996890 TO CREATE AND MAINTAIN PERMANENTLY AFFORDABLE AND SUSTAINABLE HOMEOWNERSHIP FOR LOW AND MODERATE INCOME SAN JUAN ISLAND RESIDENTS. 0 0 330036 102512 CREATING HOMES: SAN JUAN COMMUNITY HOME TRUST PROPERTY MANAGEMENT FORTHE HOMES IN SALAL AND SUN RISE NEIGHBORHOODS, PROVIDE HOME BUYEREDUCATION, AND IS BEGINNING TO DEVELOP THE NEXT PHASE OF AFFORDABLEHOMES AT HOLLIWALK, 260 PRICE ST. 330036 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 0 0 0 0 1 0 1 1 1 1 1 0 X SAN JUAN COMMUNITY HOME TRUST 3603785541 435 ARGYLE AVE C FRIDAY HARBOR WA 98250 BOB ANDERSON BOARD MEMBER 8.00 X 0 0 0 COLE ARENDT BOARD MEMBER 8.00 X 0 0 0 ELLIOT BURCH BOARD MEMBER 8.00 X 0 0 0 LISA BENNETT BOARD MEMBER 8.00 X 0 0 0 JIM GOETZ PRESIDENT 8.00 X X 0 0 0 NICKI DAVIS BOARD MEMBER 8.00 X 0 0 0 ROB LITTAUER TREASURER 8.00 X X 0 0 0 CHRIS POPE BOARD MEMBER 8.00 X 0 0 0 CHINMAYO RICKETTS BOARD MEMBER 8.00 X 0 0 0 CLAUDE WERFFELI BOARD MEMBER 8.00 X 0 0 0 DARCIE NEILSON VICE PRESIDENT 8.00 X X 0 0 0 ERICA HAMLIN SECRETARY 8.00 X X 0 0 0 AMANDA LYNN EXECUTIVE DIRECTOR 30.00 X 86000 0 0 86000 0 0 0 0 0 0 HB HANSEN CONSTRUCTION INC PO BOX 266 LYNDEN WA 98264 CONSTRUCTION 1528243 1 13465 104023 664771 782259 HOMEOWNER FEES 531390 102512 102512 102512 223 223 30567 13465 8684 21883 21883 OTHER REVENUE 900099 26446 26446 26446 933323 102512 0 48552 X 86000 45628 37818 2554 139069 73785 61154 4130 10129 5374 4454 301 65751 34885 28914 1952 62744 37094 24027 1623 49585 43757 5459 369 6333 3091 3069 173 51243 48038 3205 6028 6028 189 100 83 6 WASTE WATER TREATMENT 32256 32256 FUNDRAISING EXPENSE 16446 16446 525773 330036 168183 27554 837324 1364564 329147 28541 549 2986305 262004 2730330 2724301 2957214 4439418 6854015 8557373 409495 208825 786174 2275767 69006 75891 1264675 2560483 X 5401072 5527878 188268 469012 5589340 5996890 6854015 8557373 407550 0 X 0 1 X 1 1 1 X 721931 813380 867287 2043512 782259 5228369 721931 813380 867287 2043512 782259 5228369 5228369 19242 26747 64571 11005 26446 148011 5376380 1569619 0.97250 0.97510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2986305 262004 2724301 2724301 PROJECTS IN PROCESS 4439418 4439418 CONTRACT LIABILITIES 75891 75891 X 934738 1415 1415 933323 0 933323 527188 1415 1415 525773 0 525773 PART X, LINE 2: THE TRUST FILES THE REQUIRED FEDERAL AND STATE RETURNS. WHENEVER TAX RETURNS ARE FILED, THE FILING ORGANIZATION MUST EVALUATE THE MERITS OF ITS TAX POSITIONS AND DETERMINE IF THEY WILL BE ULTIMATELY SUSTAINED. THOSE TAX POSITIONS FOR THE TRUST INCLUDE MAINTAINING THEIR TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME. THE TRUSTS BELIEVES THESE POSITIONS ARE SUSTAINABLE. ALTHOUGH THE TRUST HAS NOT INCURRED ANY INTEREST AND PENALTIES ASSOCIATED WITH THESE POSITIONS, IT IS THEIR POLICY TO EXPENSE THEM IN THE STATEMENT OF ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING 1,415. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING 1,415. SJC FAIR BEER GARDEN 44032 13465 30567 6856 1100 728 44032 13465 30567 6856 1100 728 8684 21883 FORM 990, PART VI, SECTION A, LINE 6 SAN JUAN COMMUNITY HOME TRUST HAS MEMBERS. MEMBERSHIP CAN BE OBTAINED AND MAINTAINED WITH A $30 OR LESS ANNUAL DONATION TO THE ORGANIZATION. MEMBERS RECEIVE A NEWSLETTER AND VOTING RIGHTS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF SJCHT ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS ARE REQUIRED TO APPROVE CHANGES TO THE RESALE FORMULA (DETERMINING THE RESTRICTED PURCHASE PRICE OF THE HOME), SALE OF LAND, AND CHANGES IN MEMBERSHIP FEES. FORM 990, PART VI, SECTION A, LINE 8B THE EXECUTIVE COMMITTEE IS EMPOWERED TO MAKE SUCH DECISIONS BUT DURING 2019 DID NOT MAKE ANY DECISIONS OUTSIDE THE BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B SJCHT'S FORM 990 WAS DRAFTED AND REVIEWED BY THE MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO SIGNING. FORM 990, PART VI, SECTION B, LINE 12C SAN JUAN COMMUNITY HOME TRUST DOES NOT DO BUSINESS WITH ANY BUSINESS OWNED BY BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE VOLUNTEER BOARD OF DIRECTORS REVIEW EXECUTIVE DIRECTOR COMPENSATION OF SIMILAR LOCAL NOT-FOR-PROFIT ORGANIZATIONS AND DETERMINES COMPENSATION LEVELS FOR THE SAN JUAN COMMUNITY HOME TRUST'S EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 18 SJCHT MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 SJCHT MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 34,885. MANAGEMENT AND GENERAL EXPENSES 28,914. FUNDRAISING EXPENSES 1,952. TOTAL EXPENSES 65,751.