2026-04-08T17:36:22-05:00 2025-06-30 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2024-07-01 271364961 ORANGE COUNTY HOUSING TRUST INC ORAN 7144901250 1855 W KATELLA AVE 340 ORANGE CA 92867 HELEN O'SULLIVAN PRESIDENT/CEO 7144901250 2026-04-02 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2026-04-02 2024 2025-03-06 01:10:19Z X HELEN O'SULLIVAN 1855 W KATELLA AVE 340 ORANGE CA 92867 248050 0 X OCHOUSINGTRUST.ORG X 2009 CA THE CORPORATION'S PURPOSE IS TO FINANCE ORGANIZATIONS WHO CREATE WORK FORCE AND AFFORDABLE HOUSING OPTIONS FOR VERY LOW-TO MODERATE-INCOME INDIVIDUALS AND FAMILIES AND SPECIAL NEEDS POPULATIONS IN ORANGE COUNTY, CALIFORNIA, TO BE A RESOURCE FOR INDIVIDUALS AND ENTITIES INVOLVED IN THE CREATION OF AFFORDABLE AND WORK FORCE HOUSING AND TO CARRY ON OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES ASSOCIATED WITH THESE PURPOSES. 14 13 0 13 0 0 250 50250 208282 197800 0 0 0 0 208532 248050 0 0 0 0 0 0 0 0 0 53813 102058 53813 102058 154719 145992 7762711 7903129 0 2877 7762711 7900252 X THE CORPORATION'S PURPOSE IS TO FINANCE ORGANIZATIONS WHO CREATE WORK FORCE AND AFFORDABLE HOUSING OPTIONS FOR VERY LOW-TO MODERATE-INCOME INDIVIDUALS AND FAMILIES AND SPECIAL NEEDS POPULATIONS IN ORANGE COUNTY, CALIFORNIA, TO BE A RESOURCE FOR INDIVIDUALS AND ENTITIES INVOLVED IN THE CREATION OF AFFORDABLE AND WORK FORCE HOUSING AND TO CARRY ON OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES ASSOCIATED WITH THESE PURPOSES. 0 0 54058 197800 OCHT HAS BEEN PROVIDING LOANS TO CONTINUE FACILITATING THE CONSTRUCTION OF THE NEW AFFORDABLE HOUSING UNITS IN ORANGE COUNTY, CALIFORNIA. OVER THE PAST THREE YEARS, OCHT HAS PROVIDED CONSTRUCTION LOANS WITH JAMBOREE HOUSING IN TWO PROJECTS, LA PALMA AND MANCHESTER, FOR TOTAL $3.5 MILLION. ADDITIONALLY, OCHT HAS PROVIDED A CONSTRUCTION LOAN OF $2 MILLION TO THE SALVATION ARMY. 54058 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X AMITA MEHTA 7144901250 1855 W KATELLA AVE 340 ORANGE CA 92867 HELEN O'SULLIVAN PRESIDENT/CEO 1.00 40.00 X X 0 192748 26752 MARTIN P SANCHEZ BOARD CHAIR 0.31 0.31 X X 0 0 0 TAMMY MAHONEY VICE CHAIR 0.31 0.31 X X 0 0 0 DAISY PEREZ TREASURER 0.31 0.31 X X 0 0 0 ANDY LAMB SECRETARY 0.31 0.31 X X 0 0 0 LISA BROOKS DIRECTOR 0.12 0.12 X 0 0 0 NORA MENDEZ DIRECTOR 0.12 0.12 X 0 0 0 HELEN OSULLIVAN DIRECTOR 0.12 0.12 X 0 0 0 CESAR COVARRUBIAS DIRECTOR 0.12 0.12 X 0 0 0 JOSEPH SINGH DIRECTOR 0.12 0.12 X 0 0 0 ROSE ESPINOSA DIRECTOR 0.12 0.12 X 0 0 0 JAY LUKES DIRECTOR 0.12 0.12 X 0 0 0 SINAN KANATSIZ DIRECTOR 0.12 0.12 X 0 0 0 SHANTAE BENNET DIRECTOR 0.12 0.12 X 0 0 0 0 192748 26752 0 0 1 0 0 50250 50250 LOAN FEES & INTEREST 900099 197800 197800 197800 248050 197800 0 0 48000 48000 3505 3505 478 478 PROVISION FOR LOAN LOSS 50000 50000 TAXES AND LICENSES 75 75 102058 54058 48000 0 162569 186650 120968 120555 563096 0 6042465 6693670 873613 902254 7762711 7903129 0 2877 0 2877 X 7762711 7900252 7762711 7900252 7762711 7903129 145992 -8451 0 X 0 1 X 1 0 X 250 250 50250 50750 250 250 50250 50750 50750 158 46 204 50954 917343 0.99600 0.70710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM AFFILIATE 902254 902254 X PART X, LINE 2: THE AFFILIATED NON-PROFIT ENTITIES IN THESE CONSOLIDATED FINANCIAL STATEMENTS HAVE BEEN GRANTED AN EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. IN ADDITION, THESE NON-PROFITS DO NOT HAVE ANY INCOME WHICH THEY BELIEVE WOULD SUBJECT THEM TO UNRELATED BUSINESS INCOME TAXES. NO PROVISION FOR INCOME TAXES HAS BEEN MADE FOR THE CONSOLIDATED PARTNERSHIPS OR THE CONSOLIDATED LLCS AS ANY INCOME OR LOSS IS INCLUDED IN THE TAX RETURNS OF THE PARTNERS OR MEMBERS. THE FEDERAL TAX STATUS AS A PASS-THROUGH ENTITY IS BASED ON ITS LEGAL STATUS AS A PARTNERSHIP OR LLC. THE ORGANIZATION IS REQUIRED TO FILE TAX RETURNS WITH THE INTERNAL REVENUE SERVICE AND OTHER TAXING AUTHORITIES. ACCORDINGLY, THESE CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND THE ORGANIZATION HAS NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. THE ORGANIZATION IS REQUIRED TO PAY AN $800 FEE TO THE CALIFORNIA FRANCHISE TAX BOARD. THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR CALIFORNIA PURPOSES IS FOUR YEARS, RESPECTIVELY. 0 0 0 0 0 0 0 0 0 HELEN O'SULLIVAN PRESIDENT/CEO 0 183598 0 9150 0 0 0 9741 0 17011 0 219500 0 0 SCHEDULE J PART 1, LINE 3 HELEN O'SULLIVAN IS PAID BY NEIGHBORHOOD HOUSING SERVICES OF ORANGE COUNTY INC AS THE PRESIDENT/CEO. HER SALARY IS DECIDED BY AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 3 NEIGHBORWORKS OF ORANGE COUNTY, A RELATED ORGANIZATION, PERFORMS MANAGEMENT FUNCTIONS FOR ORANGE COUNTY HOUSING TRUST. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT MAINTAIN ANY COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE RETURN IS SENT TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 WHEN APPLICABLE, THE BOARD USES A NON-PROFIT SALARY SURVEY TO ENSURE COMPENSATION WAS IN LINE WITH OTHER ORGANIZATIONS. THE ORGANIZATION CURRENTLY HAS NO EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. NEIGHBORHOOD HOUSING SERVICES OF OC 1855 W KATELLA AVE STE 340 ORANGE CA 92867 953130152 AFFORDABLE HOUSING CA 501(C)(3) N/A 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0