2025-08-07T10:26:01-05:00 2024-12-31 582487348 APRIO ADVISORY GROUP LLC 2185 N CALIFORNIA BLVD SUITE 350 WALNUT CREEK CA 94596 990 2024-01-01 680364561 SOUTH WINERY HOUSING INC SOUT 4152581800 22 PELICAN WAY SAN RAFAEL CA 94901 BLANCA CASTILLEJA VP/SECRETARY 4152581800 2025-07-15 1 1 JAMES W GODBEE JR P00346450 9252102180 2025-07-08 2024 2025-03-06 01:10:19Z KATE BERNSTON SIEGEL 22 PELICAN WAY SAN RAFAEL CA 94901 8562293 0 X N/A X 1995 CA TO PROVIDE HOUSING FOR VERY LOW, LOW & MODERATE INCOME PERSONS 2 0 0 0 0 0 11114354 950 0 8560027 0 1316 0 0 11114354 8562293 188 0 0 0 0 0 0 0 0 923838 12834780 924026 12834780 10190328 -4272487 10190582 5918095 0 0 10190582 5918095 TO PROVIDE HOUSING FOR VERY LOW, LOW & MODERATE INCOME PERSONS 0 0 12834780 8560027 THE CORPORATION SERVES AS THE LIMITED PARTNER OF A LIMITED PARTNERSHIP THAT PROVIDES 378 UNITS OF LOW-INCOME HOUSING FOR FAMILIES IN RICHMOND, CA. 12834780 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 CA X EAH INC 4152581800 22 PELICAN WAY SAN RAFAEL CA 94901 KATELYN BERNSTON SIEGEL PRESIDENT 0.10 40.00 X X 0 82829 34311 BLANCA CASTILLEJA VP/SECRETARY 0.10 40.00 X X 0 151972 24128 0 234801 58439 0 0 1 0 0 950 950 ALLOCABLE SHARE PS REN 531110 8560027 8560027 8560027 1316 1316 8562293 8560027 0 1316 550 550 ALLOCABLE SHARE PS EXPE 12833830 12833830 MISCELLANEOUS TAXES & L 400 400 12834780 12834780 0 0 10190582 5918095 10190582 5918095 0 0 X 10190582 5918095 10190582 5918095 10190582 5918095 -4272487 0 X X 0 1 X 1 0 X 1085 526 25 1025 950 3611 198 4 739 8560027 8560968 1283 530 764 1025 8560977 8564579 0 0 0 8564579 1316 1316 1316 1316 1283 530 764 1025 8562293 8565895 0.99980 0.01200 0.00020 0.98800 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: GAAP BASIS CAPITAL ACCOUNT OF WITHDRAWING 99.99% LP DATE: 12/31/23 AMOUNT: 11113329. 0 INVESTMENT IN PARTNERSHIPS 5918095 5918095 X PART X, LINE 2: EAH AND OTHER NOT-FOR-PROFIT CORPORATIONS HAVE BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE, UNDER CODE SECTION 501(C)(3), AND THE CALIFORNIA FRANCHISE TAX BOARD UNDER THE REVENUE AND TAXATION CODE SECTION 23701(D). THE INCOME OR LOSS FROM THE PARTNERSHIPS IS REPORTED BY THE PARTNERS ON THEIR TAX RETURNS. NO INCOME TAX PROVISION HAS BEEN INCLUDED IN THE COMBINED FINANCIAL STATEMENTS FOR THE SINGLE MEMBER LIMITED LIABILITY COMPANIES WHICH ARE GENERALLY CONSIDERED DISREGARDED ENTITIES. THE INCOME AND LOSS OF THE LLCS IS INCLUDED IN THE TAX RETURNS OF THEIR RESPECTIVE SOLE MEMBERS. ONLY THE ANNUAL CALIFORNIA LIMITED LIABILITY COMPANY MINIMUM TAX AND THE ANNUAL FEE APPEAR AS EXPENSE IN THE COMBINED FINANCIAL STATEMENTS. EAH AND AFFILIATES BELIEVE THAT THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE COMBINED FINANCIAL STATEMENTS. EAH AND AFFILIATES' FEDERAL AND STATE INCOME TAX AND INFORMATION RETURNS FOR THE YEARS 2020 THROUGH 2023 ARE SUBJECT TO EXAMINATION BY THE REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. 0 0 0 0 0 0 0 0 0 BLANCA CASTILLEJA VP/SECRETARY 0 150472 0 1500 0 0 0 7394 0 16734 0 176100 0 0 PART I, LINE 3 A COMPENSATION COMMITTEE IS USED TO ESTABLISH COMPENSATION OF RELATED ORGANIZATION'S CEO/CFO,OFFICERS AND KEY EMPLOYEES. BOARD OR COMPENSATION COMMITTEE'S APPROVAL IS ALSO REQUIRED. FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - THE CORPORATION IS MANAGED BY EAH INC., A NONPROFIT PUBLIC BENEFIT CORPORATION RELATED TO THE CORPORATION BY COMMON MEMBERS OF THE BOARD OF DIRECTORS AND/OR THE POWER TO APPOINT DIRECTORS. EAH IS RESPONSIBLE FOR THE DAY TO DAY OPERATIONS OF THE CORPORATION INCLUDING MAINTENANCE OF ACCOUNTING RECORDS. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - THE CORPORATION SHALL HAVE THREE DIRECTORS. THE THREE DIRECTORS SHALL BE APPOINTED BY EAH INC. (EAH), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. AT LEAST ONE THIRD OF THE DIRECTORS SHALL QUALIFY BY ONE OR MORE OF THE FOLLOWING CRITERIA: A. A RESIDENT OF A LOW-INCOME NEIGHBORHOOD IN THE COMMUNITY SURROUNDING WINERY APARTMENTS IN FRESNO, CALIFORNIA; B. A LOW INCOME RESIDENT OF THE CITY OF FRESNO AREA. A LOW-INCOME RESIDENT IS ONE WHO HAS AN ANNUAL GROSS INCOME LESS THAN 80% OF THE AREA MEDIAN INCOME; C. AN ELECTED REPRESENTATIVE FROM A FRESNO ORGANIZATION REPRESENTING LOW INCOME NEIGHBORHOODS. HOWEVER, EAH MAY, BUT IS NOT REQUIRED TO, APPOINT A REPRESENTATIVE ELECTED BY SUCH LOW INCOME NEIGHBORHOOD ORGANIZATION TO SERVE ON THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B LINE 8 EXPLANATION - THERE ARE NO SUBCOMMITTEES OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE CHIEF FINANCIAL OFFICER OF EAH INC. REVIEWS THE FORM 990 PRIOR TO PRESENTATION TO AN OFFICER FOR SIGNATURE. FORM 990, PART VI, SECTION B, LINE 15 THE CORPORATION DOES NOT PAY COMPENSATION, EITHER AS AN EMPLOYEE OR INDEPENDENT CONTRACTOR, TO ANY INDIVIDUAL. BOTH OFFICERS OF THE CORPORATION ARE COMPENSATED EMPLOYEES OF EAH INC., A RELATED 501(C)(3) EXEMPT ORGANIZATION. THEIR SALARIES FROM EAH INC. ARE SUBJECT TO ANNUAL REVIEW BY EAH INC.'S COMPENSATION COMMITTEE, A SUB-COMMITTEE OF THE BOARD OF DIRECTORS. THE CORPORATION DOES NOT PAY COMPENSATION, EITHER AS AN EMPLOYEE OR INDEPENDENT CONTRACTOR, TO ANY INDIVIDUAL. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED EAH INC 22 PEICAN WAY SAN RAFAEL CA 94901 941699153 LOW-INCOME HOUSING CA 501(C)(3) LINE 7 ORGANIZATION N/A 0 1150 WEBSTER STREET INC 22 PELICAN WAY SAN RAFAEL CA 94901 680381750 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 ARBOR COURT INC 22 PELICAN WAY SAN RAFAEL CA 94901 201931523 LOW-INCOME HOUSING CA 501(C)(3) LINE 10 ORGANIZATION EAH INC 0 BECKETT HALL INC 22 PELICAN WAY SAN RAFAEL CA 94901 943272520 LOW-INCOME HOUSING CA 501(C)(3) LINE 10 ORGANIZATION EAH INC 0 BEE STREET HOUSING INC 22 PELICAN WAY SAN RAFAEL CA 94901 942914706 LOW-INCOME HOUSING CA 501(C)(3) LINE 7 ORGANIZATION EAH INC 0 BELVEDERE-TIBURON HOUSING ASSOCIATION 22 PELICAN WAY SAN RAFAEL CA 94901 680101339 LOW-INCOME HOUSING CA 501(C)(3) LINE 7 ORGANIZATION EAH INC 0 BRIDGECOURT HOUSING INC 22 PELICAN WAY SAN RAFAEL CA 94901 911769060 LOW-INCOME HOUSING CA 501(C)(3) 12A EAH INC 0 CECILIA PLACE HOMES 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