2026-03-27T12:16:05-05:00 2025-06-30 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2024-07-01 330880696 MILLENNIUM HOUSING CORPORATION MILL 9495155100 611 ANTON BLVD 890 COSTA MESA CA 92626 GEORGE R TURK JR PRESIDENT 9495155100 2026-03-24 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2026-03-24 2024 2025-03-06 01:10:19Z GEORGE R TURK JR 611 ANTON BLVD 890 COSTA MESA CA 92626 34072730 0 X WWW.MILLENNIUMHOUSING.NET X 1999 CA TO PROVIDE LOW INCOME AFFORDABLE HOUSING. 5 5 4 5 0 0 0 0 31681090 32608774 1196072 1448381 0 0 32877162 34057155 342480 413946 0 0 4216845 4278909 0 0 0 22019670 22629249 26578995 27322104 6298167 6735051 192126240 193779052 176896165 171813926 15230075 21965126 THE ORGANIZATION PROVIDES AFFORDABLE HOUSING TO THE LOW AND MODERATE INCOME INDIVIDUALS, REDUCING THE BURDENS OF LOCAL GOVERNMENT, COMBATING COMMUNITY BLIGHT AND PROMOTING SOCIAL WELFARE. 0 0 26011004 413946 32608774 THE ORGANIZATION PROVIDES AFFORDABLE HOUSING THROUGH THE ACQUISITION AND REHABILITATION OF MOBILEHOME COMMUNITIES. THE ORGANIZATION'S GOALS ARE TO ENCOURAGE AND EMPOWER ITS RESIDENTS TO TAKE AN ACTIVE ROLE IN BUDGET AND MANAGEMENT DECISIONS; PROVIDE ENHANCED MAINTENANCE AND SERVICES; AND TO ENSURE THAT ITS COMMUNITIES REMAIN VALUABLE SOURCES OF QUALITY AFFORDABLE HOUSING. 26011004 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 84 0 1 4 1 0 0 0 0 0 0 0 0 0 0 1 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X LORI CARRAWAY VICE PRESIDENT 9495155100 611 ANTON BLVD 890 COSTA MESA CA 92626 JON M KMETT DIRECTOR/CHAIRMAN 0.25 0.80 X X 0 0 0 BOB BAGBY DIRECTOR 0.25 0.80 X 0 0 0 KATHY WEAVER DIRECTOR 0.25 0.80 X 0 0 0 NICK SANCHEZ DIRECTOR 0.25 0.80 X 0 0 0 BRETT KLUEWER DIRECTOR 0.25 0.25 X 0 0 0 GEORGE R TURK JR PRESIDENT 26.00 16.00 X 703632 369109 93575 LORI M CARRAWAY VICE PRESIDENT/COO 26.00 16.00 X 268148 144388 50023 DIANA WELSH PROGRAM DIRECTOR 26.00 16.00 X 171672 0 24403 1143452 513497 168001 3 0 1 0 HUDSON BROS CONSTRUCTION 61 OLD EL PUEBLO ROAD SCOTTS VALLEY CA 95066 POOL CONTRACTOR 855646 HAVEN MGMT SERVICES 3491 CONCOURS ST 204 ONTARIO CA 91764 PROPERTY MANAGEMENT 758796 METERMAN INC 27290 SCOTT ROAD MENIFEE CA 92584 UTILITY CONTRACTOR 401535 TRINOS CONCRETE 172 LEISURE PARK CIR SANTA ROSA CA 95401 CONCRETE CONTRACTOR 294805 BESSIRE AND CASENHISER 430 S SAN DIMAS AVE SAN DIMAS CA 91773 PROPERTY MANAGEMENT 235290 8 LOW INCOME HOUSING RENT 531110 32608774 32608774 32608774 1348556 1348556 115400 15575 99825 99825 99825 34057155 32608774 0 1448381 X 413946 413946 1072418 265756 806662 2463627 2325769 137858 13332 13332 462507 445580 16927 267025 197712 69313 1012308 1012308 96258 94746 1512 201576 193096 8480 25775 11002 14773 10458 9441 1017 261215 223482 37733 8983734 8983734 17818 17818 37014 37014 6754202 6737603 16599 3718558 3716399 2159 471810 425112 46698 BOND FEES 303768 303768 RENTAL ASSISTANCE 287270 287270 OPERATING LEASE EXPENSE 210989 127784 83205 TENANT ACTIVITIES 86988 86988 149508 149508 27322104 26011004 1311100 0 7247130 7267542 5043126 5420106 7110 217178 8143 4810 209409359 64404429 146178220 145004930 31954745 34444319 1687766 1420167 192126240 193779052 1794508 1674720 278332 426031 149540736 145150142 23620131 23090449 1662458 1472584 176896165 171813926 X 15230075 21965126 15230075 21965126 192126240 193779052 6735051 0 X 0 1 X 1 0 X 30363018 30730541 31671231 31681090 32608774 157054654 30363018 30730541 31671231 31681090 32608774 157054654 0 0 0 157054654 331733 321778 809531 1276604 1348556 4088202 331733 321778 809531 1276604 1348556 4088202 30694751 31052319 32480762 32957694 33957330 161142856 0.97460 0.97980 0.02540 0.02020 X 99545195 99545195 105781988 62167502 43614486 2163513 1335422 828091 1918663 901505 1017158 145004930 GUARANTEED INVESTMENT CONTRACTS 8257007 F U.S. BANK LIQUIDITY MONEY MARKET FUNDS 26187312 F 34444319 TENANT SECURITY DEPOSITS 25066 OPERATING LEASE LIABILITY 1447518 1472584 X 34057155 0 34057155 0 34057155 27322104 0 27322104 0 27322104 PART X, LINE 2: MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. THE STATUE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. 1 SPARC INC 611 ANTON BLVD 890 COSTA MESA CA 92626 020811276 501(C)(3) 296196 0 RESIDENT SERVICES/PROGRAMS CATHOLIC BIG BROTHERS 1530 JAMES M WOOD BLVD LOS ANGELES CA 90015 951690972 501(C)(3) 20000 0 COMMUNITY SERVICE MISSION VIEJO CHRISTIAN SCHOOL 24701 SAN DOPVAL LN MISSION VIEJO CA 92691 952671710 501(C)(3) 16500 0 EDUCATIONAL SERVICES PEDIATRIC CANCER RESEARCH FOUNDATION 2151 MICHELSON DRIVE 180 IRVINE CA 92612 953772528 501(C)(3) 25000 0 RESEARCH TO CURE KIDS CANCER CITY OF HOPE 2000 FIVE POINT 230 IRVINE CA 92618 953435919 501(C)(3) 25000 0 CANCER RESEARCH 5 PART I, LINE 2: BOARD MEMBERS AND MANAGEMENT MONITOR THE ACTIVITY THROUGHOUT THE YEAR. X X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 GEORGE R TURK JR PRESIDENT 601466 320827 89666 48282 12500 0 40394 21751 20430 11000 764456 401860 0 0 LORI M CARRAWAY VICE PRESIDENT/COO 245123 131989 23025 12399 0 0 11213 6038 21302 11470 300663 161896 0 0 DIANA WELSH PROGRAM DIRECTOR 163497 0 8175 0 0 0 5579 3004 10283 5537 187534 8541 0 0 PART I, LINE 1A TRAVEL FOR COMPANION IS ONLY PAID FOR ANNUAL BOARD/STAFF RETREAT. COMPANION RECEIVES A 1099 FOR THE VALUE OF THE TRAVEL EXPENSE. HEALTH CLUB DUES - PRESIDENT AND V.P. RECEIVE A MINOR STIPEND TOWARDS THE COST OF HEALTH CLUB MEMBERSHIP EACH MONTH. PART I, LINE 7 THE PRESIDENT IS ELIGIBLE FOR A YEAR-END PERFORMANCE BONUS. THIS IS DETERMINED BY THE BOARD EACH YEAR AND IS NOT GUARANTEED. THE AWARD OF THIS BONUS IS NOT CONTINGENT ON THE REVENUES OR NET EARNING OF THE ORGANIZATION BUT IS STRICTLY BASED ON PERSONAL PERFORMANCE FOR THE YEAR. THE VICE PRESIDENT IS ELIGIBLE FOR A BONUS, WHEN APPROVED BY MANAGEMENT AND THE BOARD. A INDEPENDENT CITIES FINANCE AUTHORITY 954165213 45385LNA7 2021-05-19 10677942 REFUNDING OF CASTLE 2011 BONDS 0 0 0 B INDEPENDENT CITIES FINANCE AUTHORITY 954165213 505205BP8 2014-06-24 9202354 REFUNDING OF COPA 2003 BONDS 0 0 0 C INDEPENDENT CITIES FINANCE AUTHORITY 954165213 45385LQZ9 2022-09-07 20447552 REFUNDING OF FELIZ/CASITAS 2012 BONDS 0 0 0 D INDEPENDENT CITIES FINANCE AUTHORITY 954165213 45385LFG3 2014-11-13 10875658 REFUNDING OF HACIENDA 2004 BONDS 0 0 0 A 700000 10677942 3612 278321 72228 2021 1 0 1 1 B 1595000 9202354 526113 181425 696692 2014 1 0 1 1 C 990000 20447552 20181364 266188 2022 1 0 1 1 D 1595000 10875658 171225 2014 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 1 0 0 0 0 1 NATIXIS 5.000000000000 1 0 0 B 0 0 0 1 0 0 1 NATIXIS 5.000000000000 1 0 0 C 0 0 0 1 0 0 1 NATIXIS 5.000000000000 1 0 0 D 0 0 0 1 0 0 1 IXIS 35.000000000000 1 0 0 A 0 B 0 C 0 D 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: INDEPENDENT CITIES FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2025 ISSUER NAME: INDEPENDENT CITIES FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 11/01/2025 ISSUER NAME: INDEPENDENT CITIES FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/01/2025 ISSUER NAME: INDEPENDENT CITIES FINANCE AUTHORITY- PAL EAST DATE THE REBATE COMPUTATION WAS PERFORMED: 04/01/2025 ISSUER NAME: INDEPENDENT CITIES FINANCE AUTHORITY-PAL WEST DATE THE REBATE COMPUTATION WAS PERFORMED: 04/01/2025 ISSUER NAME: INDEPENDENT CITIES FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 06/01/2025 ISSUER NAME: INDEPENDENT CITIES FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 09/01/2025 A INDEPENDENT CITIES FINANCE AUTHORITY- PAL EAST 954165213 45385LHC0 2015-04-16 14962233 REFUNDING OF PALOMAR 2003 BONDS 0 0 0 B INDEPENDENT CITIES FINANCE AUTHORITY-PAL WEST 954165213 45385LGE7 2015-04-16 22353401 REFUNDING OF PALOMAR 2003 BONDS 0 0 0 C INDEPENDENT CITIES FINANCE AUTHORITY 954165213 45385LDN0 2013-04-30 21502157 REFUNDING OF RANCHO VALLECITOS 2001 BONDS 0 0 0 D INDEPENDENT CITIES FINANCE AUTHORITY 954165213 45385LJA2 2015-07-30 38168693 REFUNDING OF SAN JUAN ME 2006 BONDS 0 0 0 A 4630000 14962233 327276 497290 2015 1 0 1 1 B 6830000 22353401 446258 375482 2015 1 0 1 1 C 3895000 21502157 1408325 430043 155143 2013 1 0 1 1 D 5155000 38168693 2154000 763374 1599030 2015 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 0 0 1 0 0 1 CDC 33.000000000000 1 0 0 B 0 0 0 1 0 0 1 CDC 33.000000000000 1 0 0 C 0 0 0 1 0 0 1 NATIXIS 5.000000000000 1 0 0 D 0 0 0 1 0 0 1 NATIXIS 5.000000000000 1 0 0 A 0 B 0 C 0 D 0 A INDEPENDENT CITIES FINANCE AUTHORITY 954165213 45385LNW9 2021-09-15 14779265 REFUNDING OF VISTA DE SB 2013 BONDS 0 0 0 A 500000 14779265 14568215 211050 2021 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 1 NATIXIS 5.000000000000 1 0 0 A 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON ITS BEHALF. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO ALL BOARD MEMBERS BY E-MAIL PRIOR TO FILING FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C MONITORED BY CHAIRMAN AND PRESIDENT, IF A CONFLICT ARISES, BOARD MEMBERS ARE ASKED TO EXCUSE THEMSELVES FROM ALL DISCUSSIONS AND VOTING ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 A SALARY STUDY IS COMMISSIONED EVERY THREE TO FIVE YEARS FOR THE PRESIDENT AND VICE PRESIDENT WHICH IS REVIEWED BY THE COMPENSATION COMMITTEE AND FINDINGS ARE PRESENTED TO THE FULL BOARD FOR APPROVAL. MOST RECENT STUDY COMMISSIONED IN JUNE 2022. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST AT THE BUSINESS ADDRESS DURING NORMAL BUSINESS HOURS. FORM 990, PART IX, LINE 7 AND LINE 9, COLUMN (B): THE AMOUNTS REPORTED IN COLUMN (B) ON LINES 7 AND 9 FOR "OTHER SALARIES AND WAGES AND "OTHER EMPLOYEE BENEFITS" REPRESENT THE ONSITE STAFF AT THE MOBILEHOME COMMUNITIES OWNED BY THE ORGANIZATION. W-2'S FOR THOSE INDIVIDUALS ARE ISSUED BY THE PROPERTY MANAGEMENT COMPANY THAT IS CONTRACTED TO MANAGE EACH COMMUNITY. MILLENNIUM HOUSING LLC 611 ANTON BLVD SUITE 890 COSTA MESA CA 92626 900743542 TITLE HOLDING LLC CA 22167458 144289943 MILLENNIUM HOUSING CORPORATION LAMPLIGHTER LLC 611 ANTON BLVD SUITE 890 COSTA MESA CA 92626 TITLE HOLDING LLC CA 3682061 23900297 MILLENNIUM HOUSING CORPORATION MILLENNIUM HOUSING OF CALIFORNIA 611 ANTON BLVD SUITE 890 COSTA MESA CA 92626 954336013 LOW INCOME HOUSING CA 501(C)(3) LINE 10 N/A 0 COACH OF SAN DIEGO 611 ANTON BLVD SUITE 890 COSTA MESA CA 92626 330919418 LOW INCOME HOUSING CA 501(C)(3) LINE 10 N/A 0 SPARC INC 611 ANTON BLVD SUITE 890 COSTA MESA CA 92626 020811276 SUPPORTING ORGANIZATION CA 501(C)(3) LINE 12A, I MILLENNIUM HOUSING CORPORATION 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 SPARC INC B 296196 ACTUAL AMOUNT