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← OAK FOREST APARTMENTS INC

Form 990 for tax year 2025

Filed by OAK FOREST APARTMENTS INC.

Totals

Total revenue
$39,720
Total expenses
$325,433
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$39,720
Investment income
$0
Other revenue
$0
Total assets, end of year
$8,233,561
Total liabilities, end of year
$91,054
Net assets or fund balances, end of year
$8,142,507
Program services expenses (Part IX)
$325,433
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$325,433

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Partnership Mgmt Belridge

    total $4,000 · related or exempt $4,000

  • 2b · Program service revenue: Partnership Mgmt Oceano

    total $4,200 · related or exempt $4,200

  • 2c · Program service revenue: Partnership Mgmt Rio Vist

    total $11,520 · related or exempt $11,520

  • 2d · Program service revenue: Partnership Mgmt Storke

    total $10,000 · related or exempt $10,000

  • 2e · Program service revenue: Partnership Mgmt Templeto

    total $10,000 · related or exempt $10,000

  • 3 · Investment income

    total $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: K-1 Loss Canyon Creek

    total $265,323 · program services $265,323

  • 24b · Other expenses: K-1 Loss Rio Vista

    total $20,346 · program services $20,346

  • 24c · Other expenses: Partnership Mgmt Rio Vista

    total $11,520 · program services $11,520

  • 24d · Other expenses: Management fee Templeton

    total $10,000 · program services $10,000

  • 24e · All other expenses

    total $18,244 · program services $18,244

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $156,278 · end of year $91,054

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $68,000 · end of year $68,000

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $8,360,220 · end of year $8,074,507

  • 17 · Accounts payable and accrued expenses

    beginning of year $156,278 · end of year $91,054

  • 27 · Net assets without donor restrictions

    beginning of year $8,428,220 · end of year $8,142,507

Mission and programs · 2025

Mission

Provide affordable housing

  • To provide low-income rental housing as the .01% general partner in Storke Ranch Apartments, L.P. a California Limited Partnership which owns and operates Storke Ranch Apartments, a 36-unit housing complex located in Isla Vista,CA. In addition, to provide affordable rental housing as the .01% managing general partner in Belridge Street Associates, L.P., a California Limited Partnership, which owns and operates Belridge Street Apartments, a 12-unit apartment complex located in Oceano, California, in addition to provide affordable rental housing as the .01% managing general partner in Oceano Apartments Associates, L.P.,a California Limited Partnership which owns and operates La Brisa Marina Apartments,a 16-unit affordable rental housing complex located in Oceano, CA. In addition, to provide affordable rental housing as the .01% managing general partner in Templeton Place L.P., a California Limited Partnership which owns and operates Templeton Place Apartments, a 29-unit affordable rental housing complex located in Templeton, CA. In addition, to provide affordable rental housing as the .01% managing general partner in Los Adobes de Maria II, a California Limited Partnership which owns and operates Los Adobes de Maria II Apartments, a 52-unit affordable rental housing complex located in Santa Maria, CA. In addition, to provide affordable rental housing as the .01% managing general partner in Rio Vista Associates, a California Limited Partnership which owns and operates Riverview Apartments, an 80-unit affordable rental housing complex located in Guadalupe, CA. In addition to provide affordable rental housing as the 99.99% limited partner in Canyon Creek Limited Partnership, a California Limited Partnership, which owns and operates Canyon Creek Apartments, a 68-unit affordable rental housing complex located in Paso Robles, CA.

    Expenses $325,433

As filed on the 2025 return.

Listed in Part VII

  • Dieter Eckert

    Director

    Total calculated
    $0
    Hours/week
    1

  • Karol Schulkin

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nick Tompkins

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sonia Kroth

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jose Flores

    Director

    Total calculated
    $0
    Hours/week
    1

  • Paula Johnson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Shelly Higginbotham

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Hazel Davalos

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kevin Clerici

    Director

    Total calculated
    $0
    Hours/week
    1

  • Yolanda Vasquez

    Director

    Total calculated
    $0
    Hours/week
    1

  • Julissa Pena

    Director

    Total calculated
    $0
    Hours/week
    1

  • Vito Gioiello

    Vice President

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • Peoples Self-Help Housing Corp

    Provide affordable housing · CA

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Provenance

Return type
form_990
Tax year
2025
IRS schema version
2025v4.1
Source object
202612569349300066

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