2025-11-17T08:23:34-06:00 2024-12-31 941250261 LINDQUIST VON HUSEN & JOYCE LLP 301 HOWARD STREET SUITE 850 SAN FRANCISCO CA 94105 990 2024-01-01 461303300 MUTUAL HOUSING MANAGEMENT MUTU 9164538400 3321 POWER INN ROAD 320 SACRAMENTO CA 95826 CORINNE MORRISON CFO 9164538400 2025-11-16 1 0 SHERMAN LEONG P00513747 4159579999 2024 2025-03-06 01:10:19Z CRAIG ADELMAN 3321 POWER INN ROAD 320 SACRAMENTO CA 95826 2605589 0 X N/A X 2012 CA TO BE AN EXCEPTIONAL STEWARD OF THE PORTFOLIO OF MULTIFAMILY HOUSING OWNED BY MUTUAL HOUSING CALIFORNIA AND OTHER 501(C)(3) ENTITIES (OR LIMITED PARTNERSHIPS IN WHICH A 501(C)(3) ENTITY IS A GENERAL PARTNER) TO SUPPORT LONG-TERM SUSTAINABILITY OF PROPERTIES AND THE STABILITY OF LOW-INCOME HOUSEHOLDS. 5 5 80 10 0 0 295000 511000 1444432 2094585 22690 4 0 0 1762122 2605589 331159 0 0 0 1482928 1799200 0 0 0 1179906 158520 2993993 1957720 -1231871 647869 383871 1145314 615077 728651 -231206 416663 X TO BE AN EXCEPTIONAL STEWARD OF THE PORTFOLIO OF MULTIFAMILY HOUSING OWNED BY MUTUAL HOUSING CALIFORNIA AND OTHER 501(C)(3) ENTITIES (OR LIMITED PARTNERSHIPS IN WHICH A 501(C)(3) ENTITY IS A GENERAL PARTNER) TO SUPPORT LONG-TERM SUSTAINABILITY OF PROPERTIES AND THE STABILITY OF LOW-INCOME HOUSEHOLDS. 0 0 1957720 2094585 PROPERTY MANAGEMENT OPERATIONS OF LOW-INCOME HOUSING FOR MUTUAL HOUSING CALIFORNIA, A SECTION 501(C)(3) EXEMPT ORGANIZATION. 1957720 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 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 1 0 0 1 80 1 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 1 1 0 CA X X THE ORGANIZATION 9164538400 3321 POWER INN ROAD 320 SACRAMENTO CA 95826 CATHY CRESWELL PRESIDENT/CHAIR 1.00 10.00 X X 0 0 0 JENNIFER HIGLEY-CHAPMAN VICE CHAIR 1.00 10.00 X X 0 0 0 TRICIA STEVENS SECRETARY 1.00 10.00 X X 0 0 0 GREG CHEW DIRECTOR 1.00 3.00 X 0 0 0 ALLISON JOE DIRECTOR 1.00 2.00 X 0 0 0 ANDREA NOBLE DIRECTOR 1.00 2.00 X 0 0 0 AMBER LAMASON TREASURER - BEGAN 11/24 1.00 2.00 X X 0 0 0 ELIZABETH REYNAGA DIRECTOR 1.00 2.00 X 0 0 0 LATOICHE ADAMS DIRECTOR 1.00 3.00 X 0 0 0 CORINNE MORRISON TREASURER - THRU 10/24 1.00 10.00 X X 0 0 0 CORINNE MORRISON CFO - BEGAN 11/24 7.00 42.00 X 0 33887 22 ANNE MARIE FLYNN CEO - BEGAN 10/24 5.00 44.00 X 0 115123 2502 DANIEL FISHER COO 7.00 42.00 X 0 83918 14137 ROBERTO JIMENEZ CEO - THRU 9/24 5.00 44.00 X 0 225577 27359 JULIE GOLDFINE CFOO - THRU 8/24 7.00 42.00 X 0 271133 21025 RYAN CASSIDY VP OF HOUSING DEVELOPMENT 40.00 X 0 221952 6659 TEJAL SHAH VP OF COMMUNITY DEVELOPMENT 40.00 X 0 150696 13390 SAHAR SOLTANI DIRECTOR OF HOUSING FINANCE 40.00 X 0 151912 11647 PARKER EVANS ACQUISITIONS MANAGER 40.00 X 0 135051 16608 JULIANA ZATZ-WATKINS PROJECT MANAGER 40.00 X 0 113226 14931 MARALEA LUTINO DIRECTOR OF ASSET MANAGEMENT 40.00 X 0 118749 1003 0 1621224 129283 0 0 1 0 0 511000 511000 MANAGEMENT INCOME 531110 2094585 2094585 2094585 4 4 2605589 2094585 0 4 1799200 1799200 10414 10414 2250 2250 17130 17130 52217 52217 ADMINISTRATIVE EXPENSES 39287 39287 TELECOMMUNICATIONS 33436 33436 OTHER PROGRAM EXPENSES 3786 3786 1957720 1957720 0 0 10715 418905 311755 639772 61401 86637 383871 1145314 602275 607487 12802 121164 615077 728651 X -231206 416663 -231206 416663 383871 1145314 647869 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 RELATED-PARTY PAYABLE 121164 121164 X PART X, LINE 2: THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFITS FROM A TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATION FILED VARIOUS CLAIMS FOR QUALIFIED EMPLOYEE RETENTION CREDITS (ERC) IN 2022, A PORTION OF WHICH WERE EXAMINED BY THE INTERNAL REVENUE SERVICE (IRS) IN 2023 AND DISALLOWED. THE ORGANIZATION HAS CONTACTED THE IRS TO APPEAL THE EXAMINATION RESULTS. IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE ORGANIZATION HAS DERECOGNIZED CERTAIN PREVIOUSLY RECORDED TAX BENEFITS ASSOCIATED WITH CLAIMS EXAMINED AND DISALLOWED BY THE IRS, INCLUDING AMOUNTS COLLECTED AND OUTSTANDING. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ALL OTHER TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY OTHER UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FEDERAL AND STATE INCOME TAX RETURNS FOR THE YEARS 2020 THROUGH 2023 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. X X 0 0 0 0 0 0 0 0 0 JULIE GOLDFINE CFOO - THRU 8/24 0 271133 0 0 0 0 0 9133 0 11892 0 292158 0 0 ROBERTO JIMENEZ CEO - THRU 9/24 0 225577 0 0 0 0 0 13356 0 14003 0 252936 0 0 RYAN CASSIDY VP OF HOUSING DEVELOPMENT 0 221952 0 0 0 0 0 6659 0 0 0 228611 0 0 TEJAL SHAH VP OF COMMUNITY DEVELOPMENT 0 150696 0 0 0 0 0 4521 0 8869 0 164086 0 0 SAHAR SOLTANI DIRECTOR OF HOUSING FINANCE 0 151912 0 0 0 0 0 3157 0 8490 0 163559 0 0 PARKER EVANS ACQUISITIONS MANAGER 0 135051 0 0 0 0 0 8118 0 8490 0 151659 0 0 PART I, LINE 3 COMPENSATION SURVEY OR STUDY WAS USED TO ESTABLISH COMPENSATION OF RELATED ORGANIZATION'S EXECUTIVES. BOARD OR COMPENSATION COMMITTEE'S APPROVAL IS ALSO REQUIRED. FORM 990, PART VI, SECTION B, LINE 11B BOARD OF DIRECTORS REVIEWS 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD ARE REQUIRED ANNUALLY TO DISCLOSE WHETHER OR NOT CONFLICTS OF INTEREST EXIST. FORM 990, PART VI, SECTION B, LINE 15 MARKET ANALYSIS COMPLETED FOR C LEVEL AND TOP MANAGEMENT OFFICIALS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT BEEN CHANGED FROM PRIOR YEAR. EVERGREEN MUTUAL HOUSING ASSOCIATION 3321 POWER INN ROAD SUITE 320 SACRAMENTO CA 95826 943342293 PROVIDE AFFORDABLE RENTAL HOUSING CA 501(C)(3) LINE 10 MUTUAL HOUSING CALIFORNIA 0 MUTUAL HOUSING MARIN (FKA FOOTHILL PLAZA MHC) 3321 POWER INN ROAD SUITE 320 SACRAMENTO CA 95826 680343183 PROVIDE AFFORDABLE RENTAL HOUSING CA 501(C)(3) LINE 10 MUTUAL HOUSING CALIFORNIA 0 HIGHLANDS MUTUAL HOUSING CORPORATION 3321 POWER INN ROAD SUITE 320 SACRAMENTO CA 95826 272095088 PROVIDE AFFORDABLE RENTAL HOUSING CA 501(C)(3) LINE 12A, I MUTUAL HOUSING CALIFORNIA 0 MUTUAL HOUSING CALIFORNIA 3321 POWER INN ROAD SUITE 320 SACRAMENTO CA 95826 943093354 PROVIDE AFFORDABLE RENTAL HOUSING CA 501(C)(3) LINE 7 N/A 0 MUTUAL HOUSING CORPORATION 3321 POWER INN ROAD SUITE 320 SACRAMENTO CA 95826 680284902 PROVIDE AFFORDABLE RENTAL HOUSING CA 501(C)(3) LINE 10 MUTUAL HOUSING CALIFORNIA 0 RIVER GARDEN MUTUAL HOUSING CORPORATION 3321 POWER INN ROAD SUITE 320 SACRAMENTO CA 95826 943281933 PROVIDE AFFORDABLE RENTAL 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