Totals
- Total revenue
- $96,341
- Total expenses
- $118,337
- Contributions and grants received
- $0
- Grants paid
- $43,500
- Program service revenue
- $0
- Investment income
- $96,341
- Other revenue
- $0
- Total assets, end of year
- $14,496,328
- Total liabilities, end of year
- $1,300,000
- Net assets or fund balances, end of year
- $13,196,328
- Program services expenses (Part IX)
- $99,640
- Management and general expenses
- $18,697
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $99,640
Program services were 84.2% 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.
-
3 · Investment income
total $96,341 · excluded $96,341
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $43,500 · program services $43,500
-
11a · Fees: management
total $72,267 · program services $54,200 · management and general $18,067
-
11g · Fees: other
total $2,520 · program services $1,890 · management and general $630
-
24a · Other expenses: LICENSES & PERMITS
total $50 · program services $50
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $92,798 · end of year $13,647
-
4 · Accounts receivable
beginning of year $0 · end of year $57,155
-
7 · Other notes and loans receivable
beginning of year $14,425,526 · end of year $14,425,526
-
23 · Secured mortgages and notes payable
beginning of year $1,300,000 · end of year $1,300,000
-
27 · Net assets without donor restrictions
beginning of year $13,218,324 · end of year $13,196,328
Mission and programs · 2022
Mission
NONE
Activities or mission (Part I)
THE SPECIFIC PURPOSE OF THE CORPORATION IS TO PERFORM THE CHARITABLE FUNCTIONS OF, CARRY OUT THE CHARITABLE PURPOSES OF, AND TO OTHERWISE SUPPORT HERITAGE HOUSING PARTNERS, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION.
-
THE ORGANIZATION SOLELY PERFORMS FUNCTIONS OF, CARRIES OUT THE CHARITABLE PURPOSES OF, AND OTHERWISE SUPPORTS HERITAGE HOUSING PARTNERS, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION.
Expenses $99,640 · Grants $43,500
As filed on the 2022 return.
Listed in Part VII
-
Charles E Loveman JrCHARLES E LOVEMAN JR
PRESIDENT
- Total calculated
- $149,062
- From this org
- $0
- From related orgs
- $144,862
- Other
- $4,200
- Hours/week
- 1 + 40 related
-
John McAustinJOHN MCAUSTIN
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
David RodriguezDAVID RODRIGUEZ
CFO
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Andrew OliverANDREW OLIVER
SECRETARY
- Total calculated
- $50,000
- From this org
- $0
- From related orgs
- $50,000
- Other
- $0
- Hours/week
- 1 + 1 related
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
-
$43,500
TO SUPPORT HERITAGE HOUSING PARTNERS MISSION WITH LOW-INCOME HOUSING.
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.
-
501(C)(3) · HOUSING · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202302309349300330
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