2026-06-09T18:05:02-05:00 2025-12-31 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2025-01-01 954535344 NEW BRITTANY HOUSING FOUNDATION NEWB 8054137983 4530 E THOUSAND OAKS BLVD 100 WESTLAKE VILLAGE CA 91362 TOM LUNGIN PRESIDENT 8054137983 2026-05-27 1 ABIGAIL P RAY EA P03218461 3178413393 2026-05-27 2025 2025-03-06 01:10:19Z TOM LUNGIN 4530 E THOUSAND OAKS BLVD 100 WESTLAKE VILLAGE CA 91362 297039 0 X NA X 1995 CA PROVIDE AFFORDABLE HOUSING TO LOW INCOME FAMILIES. 5 3 0 0 0 0 88724 97424 184226 191857 5217 5533 1326 2225 279493 297039 0 0 0 0 58312 59241 0 0 0 248177 307329 306489 366570 -26996 -69531 596356 519426 2249448 2242049 -1653092 -1722623 PROVIDE AFFORDABLE HOUSING TO LOW INCOME FAMILIES. 0 0 271155 191857 THE ORGANIZATION PROVIDES AFFORDABLE HOUSING TO LOW INCOME FAMILIES. THE ORGANIZATION'S OPERATIONS ARE REGULATED BY HUD AND SUBJECT TO HUD'S OVERSIGHT. 271155 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 3 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 CA X X CCI 8054958400 4530 E THOUSAND OAKS BLVD 100 WESTLAKE VILLAGE CA 91362 X TOM LUNGIN PRESIDENT/CA CEO 2.00 X X 0 0 0 STEVE WATSON SECRETARY,TREAS./CA CFO 2.00 X X 0 0 0 ESTELLE JIMENEZ DIRECTOR 2.00 X 0 0 0 GARRETT LUNGIN DIRECTOR 2.00 X 0 0 0 GINGER ALLEN DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 97424 97424 TENANT RENT & CHARGES 531110 191857 191857 191857 5533 5533 LAUNDRY AND VENDING 900099 2225 2225 2225 297039 191857 0 7758 53057 33356 19701 1622 1622 4562 4562 29639 29639 2038 2038 6083 6083 3462 3462 3642 3642 19739 19739 125625 125625 71399 71399 26616 26616 BAD DEBTS 8005 8005 REAL ESTATE TAXES 7835 7835 MISCELLANEOUS ADMINISTR 3106 3106 MISCELLANEOUS FINANCIAL 140 140 366570 271155 95415 0 33587 3466 406 1036 22927 22419 2347287 2011803 406883 335484 132553 157021 596356 519426 12925 4015 833 2219 2227844 2227844 7846 7971 2249448 2242049 X -1653092 -1722623 -1653092 -1722623 596356 519426 -69531 0 X 0 1 X 1 1 1 X 10412 107580 88698 88724 97424 392838 120088 141679 160315 184226 191857 798165 130500 249259 249013 272950 289281 1191003 0 0 0 1191003 69 41 1751 5217 5533 12611 69 41 1751 5217 5533 12611 1993 13464 11698 1326 2225 30706 132562 262764 262462 279493 297039 1234320 0.96490 0.95670 0.01020 0.00680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 149037 149037 2102347 1919642 182705 95903 92161 3742 335484 TENANT SECURITY DEPOSITS 9483 REPLACEMENT RESERVE 54094 RESIDUAL RECEIPTS RESERVE 37595 OTHER RESERVES 55849 157021 TENANT SECURITY DEPOSITS 7971 7971 X 297039 0 297039 0 297039 366570 0 366570 0 366570 PART X, LINE 2: THE ENTITY ADOPTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE ENTITY RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT IS RECORDED. FORM 990, PART VI, SECTION A, LINE 2 GARRETT LUNGIN AND TOM LUNGIN ARE BROTHERS. FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - THE ORGANIZATION OPERATES RESIDENTIAL PROPERTY FOR LOW INCOME FAMILIES AND IS SUBJECT TO RULES AND REGULATIONS OF THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. FOR THE CONTINUOUS OPERATION AND MAINTENANCE OF THE PROPERTY, THE BOARD HIRED A MANAGEMENT COMPANY THAT SPECIALIZED IN MANAGING HUD PROJECTS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - A DRAFT OF THE FORM 990 WAS REVIEWED BY THE ORGANIZATION'S MANAGEMENT PRIOR TO TIMELY FILING THE RETURN WITH THE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC NOTICE IS SENT TO THE BOARD OF DIRECTORS. THE BOARD MEMBERS ARE REQUIRED TO SIGN AND RETURNS A STATEMENT THAT POSITIVELY AFFIRMS THAT NO CONFLICTS OF INTEREST EXIST. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE THROUGH GUIDESTAR.ORG AND ALL OF THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REASONABLE REQUEST. UNION SENIORS ASSOCIATION 4530 E THOUSAND OAKS BLVD 100 WESTLAKE VILLAGE CA 91362 954647303 DIRECTS THE ACTIVITIES OF THE RELATED NONPROFITS CA 501(C)(3) 170(B)(1)(A)(VI) 0 CASA COMMUNITY ASSOCIATION 4530 E THOUSAND OAKS BLVD 100 WESTLAKE VILLAGE CA 91362 954525241 PROVIDES AFFORDABLE HOUSING TO LOW INCOME INDIVIDUALS CA 501(C)(3) 170(B)(1)(A)(VI) UNION SENIORS ASSOCIATION 0 LA GARDENS COMMUNITY ASSOCIATION 4530 E THOUSAND OAKS BLVD 100 WESTLAKE VILLAGE CA 91362 954526307 PROVIDES AFFORDABLE HOUSING TO LOW INCOME INDIVIDUALS CA 501(C)(3) 170(B)(1)(A)(VI) UNION SENIORS ASSOCIATION 0 MARIPOSA SENIOR ASSOCIATION 4530 E THOUSAND OAKS BLVD 100 WESTLAKE VILLAGE CA 91362 954647006 PROVIDES AFFORDABLE HOUSING TO LOW INCOME INDIVIDUALS CA 501(C)(3) 509(A)(2) UNION SENIORS ASSOCIATION 0 CALIFORNIA COMMERCIAL INVESTMENT 4530 E THOUSAND OAKS BLVD SUITE 10 WESTLAKE VILLAGE CA 91362 201630741 PROVIDES MANAGEMENT SERVICES THAT ARE APPROVED BY HUD CA C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 CALIFORNIA COMMERCIAL INVESTMENT GROUP INC M 34905 FMV