2025-12-12T19:35:19-06:00 2025-01-31 941250261 LINDQUIST VON HUSEN & JOYCE LLP 301 HOWARD STREET SUITE 850 SAN FRANCISCO CA 94105 990 2024-02-01 942650685 ORINDA SENIOR VILLAGE INC ORIN 9256277000 20 IRWIN WAY ORINDA CA 94563 VICTORIA SMITH PRESIDENT 9256277000 2025-12-12 1 1 SHERMAN LEONG P00513747 4159579999 2024 2025-03-06 01:10:19Z VICTORIA SMITH 20 IRWIN WAY ORINDA CA 94563 10993011 0 X N/A X 1980 CA PROVIDE SECTION 8/SECTION 202 ELDERLY HOUSING FOR 150 UNITS IN ORINDA, CA 9 9 0 9 0 0 3454216 3599611 767828 782858 325289 1069834 0 0 4547333 5452303 1648060 735604 0 0 868948 843462 0 0 0 3065942 3071762 5582950 4650828 -1035617 801475 33352471 33953140 33774919 33352646 -422448 600494 TO PROVIDE RENTAL HOUSING AND RELATED FACILITIES FOR THE ELDERLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS AND WHICH WILL CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING. 0 0 4632843 735604 782858 THE CORPORATION WAS ORGANIZED TO OWN AND OPERATE A 150-UNIT APARTMENT COMPLEX FOR LOW-INCOME ELDERLY AND HANDICAPPED PERSONS IN ORINDA, CA UNDER SECTION 202 OF THE NATIONAL HOUSING ACT. THIS PROJECT IS REGULATED BY HUD AS TO RENTAL CHARGES AND OPERATING METHODS. 4632843 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 14 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 0 1 1 1 1 0 0 1 0 0 1 0 0 0 CA X BARCELON ASSOCIATES MGT CORP 9256277000 590 LENNON LANE STE 110 WALNUT CREEK CA 94598 X GWEN MCNEILUS SECRETARY 1.00 X X 0 0 0 VICTORIA SMITH PRESIDENT 1.00 X X 0 0 0 DAVID CRONIN DIRECTOR 1.00 X 0 0 0 CHRIS MEAD TREASURER 1.00 X X 0 0 0 BONNIE CASSRIEL VICE PRESIDENT 1.00 X X 0 0 0 LESLIE DICKSON DIRECTOR 1.00 X 0 0 0 KURT SUNDERBRUCH DIRECTOR 1.00 X 0 0 0 BOB WINBIGLER DIRECTOR 1.00 X 0 0 0 KITTY GUPTIL DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 OLIVER & COMPANY 1300 SOUTH 51ST ST RICHMOND CA 94804 LANDSCAPE ARCHITECTURE 278962 FENNEMORE WENDEL PO BOX 848424 LOS ANGELES CA 90084 LEGAL 125764 BARCELON ASSOCIATES MANAGEMENT CORPORATI 590 LENNON LANE SUITE 110 WALNUT CREEK CA 94598 MANAGEMENT AGENT FOR ORINDA SENIOR VILLA 108000 DAHLIN GROUP INC 5865 OWENS DRIVE PLEASANTON CA 94588 ARCHITECTURAL DESIGN 101915 4 3599611 3599611 RENTAL INCOME 531110 775543 775543 LAUNDRY INCOME 531110 5141 5141 MISC TENANT CHARGES 531110 1438 1438 MISC REVENUE 531110 736 736 782858 1184333 1184333 5426209 5540708 -114499 -114499 -114499 5452303 782858 0 1069834 735604 735604 730363 730363 60341 60341 52758 52758 108000 97200 10800 14333 12900 1433 18837 16936 1901 1448270 1448270 341377 341377 164678 164678 CLEANING AND MAINTENANC 363606 363606 UTILITIES 248001 248001 OTHER ADMINISTRATIVE 120607 120607 MORTGAGE INSURANCE PREM 83764 83764 160289 156438 3851 4650828 4632843 17985 0 400 400 13209313 13296488 113532 146326 158709 215679 16445208 13744128 2952475 2701080 14698208 15272708 2219834 2320459 33352471 33953140 300069 318462 5933 8575 33406801 32960072 62116 65537 33774919 33352646 X -422448 600494 -422448 600494 33352471 33953140 801475 221467 0 X X 0 1 X 1 1 1 X 3034921 3082966 3337510 3454216 3599611 16509224 644491 654401 718628 767828 782858 3568206 3679412 3737367 4056138 4222044 4382469 20077430 0 0 0 20077430 382755 271058 268595 466599 1184333 2573340 382755 271058 268595 466599 1184333 2573340 4062167 4008425 4324733 4688643 5566802 22650770 0.88640 0.91510 0.11360 0.08490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 233021 233021 14495429 12271418 2224011 1518130 1329909 188221 198628 142801 55827 2701080 RESERVE FOR REPLACEMENT HELD BY MORTGAGE 2233675 IMPOUND DEPOSITS 86784 2320459 TENANT SECURITY DEPOSITS 53060 DUE TO HUD 12477 65537 X 5673770 221467 221467 5452303 0 5452303 3888944 0 3888944 761884 761884 4650828 PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL AND STATE INFORMATION RETURNS FOR THE YEARS 2021 THROUGH 2024 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT CUSTODIAL AND ADVISORY FEE 26,280. CONTRIBUTION EXPENSE 735,604. 1 ORINDA SENIOR HOUSING FOUNDATION 590 LENNON LN STE 110 WALNUT CREEK CA 94598 823487110 501(C)(3) 735604 0 BOOK VALUE SUPPORT PROGRAM 1 FORM 990, PART V, LINE 2A AND LINE 2B & PART IX, LINE 7 THE ORGANIZATION HAS NO EMPLOYEES. SALARIES AND WAGES REPORTED IN PART IX, FUNCTIONAL EXPENSES WERE FROM THE PROPERTY MANANGEMENT COMPANY. THE AMOUNT WAS LISTED TO CONFORM WITH THE REQUIREMENTS OF FEDERAL AND/OR STATE REGULATORY AGENCIES AND/OR LENDERS ON AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 3 THE MANAGEMENT COMPANY WAS RESPONSIBLE FOR THE DAY TO DAY OPERATIONS OF THE LOW INCOME HOUSING PROJECT, INCLUDING TENANT SELECTION AND CERTIFICATION, RENT COLLECTION, HIRING AND SUPERVISION OF EMPLOYEES (ALL SITE STAFF WERE EMPLOYEES OF THE MANAGEMENT COMPANY) FACILITY MANAGEMENT, ETC. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF DIRECTORS OF THE CORPORATION SHALL BE APPOINTED BY THE CHURCH COUNCIL OF THE ORINDA COMMUNITY CHURCH, OR ITS SUCCESSOR, OF WHICH FIVE OF THE NINE MEMBERS SHALL BE MEMBERS OF THE ORINDA COMMUNITY CHURCH. FORM 990, PART VI, SECTION A, LINE 7B BY-LAWS FIXING OR CHANGING THE NUMBER OF DIRECTORS MAY BE ADOPTED, AMENDED OR REPEALED ONLY BY THE WRITTEN CONSENT OF THE CHURCH COUNCIL OF THE ORINDA COMMUNITY CHURCH FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE MANAGEMENT AGENT AND THEN PRESENTED TO THE BOARD OF DIRECTORS AND SIGNED BY A BOARD MEMBER. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE MANAGMENT AGENTS OFFICE FORM 990, PART XII, LINE 2C THE PROCESS OF OVERSEEING THE AUDIT AND SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. ORINDA COMMUNITY CHURCH 10 IRWIN WAY ORINDA CA 94563 941322187 CHURCH CA 501 (C) (3) LINE 1 0 ORINDA SENIOR HOUSING FOUNDATION 590 LENNON LN STE 110 WALNUT CREEK CA 94598 823487110 LOW INCOME HOUSING CA 501 (C) (3) LINE 10 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 ORINDA SENIOR HOUSING FOUNDATION B 735604 BOOK VALUE