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Nonprofiteer
← THE SOUTHERN CALIFORNIA HOUSING DEVELOPMENT CORPORATION OF ORANGE

Form 990 for tax year 2023

Filed by THE SOUTHERN CALIFORNIA HOUSING DEVELOPMENT CORPORATION OF ORANGE.

Totals

Total revenue
$291,911
Total expenses
$1,689,102
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$291,911
Investment income
$0
Other revenue
$0
Total assets, end of year
$4,882,658
Total liabilities, end of year
$10,057,846
Net assets or fund balances, end of year
-$5,175,188
Program services expenses (Part IX)
$1,686,952
Management and general expenses
$2,150
Fundraising expenses
$0
Program service expenses (Part III)
$1,686,952

Program services were 99.9% 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 FEE I

    total $193,617 · related or exempt $193,617

  • 2b · Program service revenue: ASSET MGMT FEE INCOME

    total $98,294 · related or exempt $98,294

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $2,150 · management and general $2,150

  • 24a · Other expenses: FLOW THROUGH NET LOSS F

    total $1,686,952 · program services $1,686,952

Balance sheet

Part X, book values.

  • 13 · Investments: program-related

    beginning of year $7,881,748 · end of year $4,558,419

  • 15 · Other assets

    beginning of year $0 · end of year $324,239

  • 25 · Other liabilities

    beginning of year $7,429,038 · end of year $10,057,846

  • 27 · Net assets without donor restrictions

    beginning of year $452,710 · end of year -$5,175,188

Mission and programs · 2023

Mission

TO PROVIDE AWARD-WINNING AFFORDABLE HOUSING PAIRED WITH BEST-PRACTICE SOCIAL SERVICE PROGRAMS TAILORED TO HELP FAMILIES MOVE TOWARD SELF-SUFFICIENCY AND ULTIMATELY TO HOME OWNERSHIP.

Activities or mission (Part I)

PROVIDING AFFORDABLE RENTAL HOUSING THAT EMPOWERS LOW-INCOME RESIDENTS AND CHANGES COMMUNITIES.

  • IMPROVING THE QUALITY OF LIFE FOR LOW-INCOME FAMILIES BY STABILIZING AND REVITALIZING NEIGHBORHOODS VIA ACQUISITION, RENOVATION, AND MANAGEMENT OF AFFORDABLE HOUSING DEVELOPMENTS IN SOUTHERN CALIFORNIA.

    Expenses $1,686,952 · Revenue $291,911

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jeffrey Burum

    CHAIRMAN OF THE BOARD, INTERIM CEO

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Lawrence Van Noy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Raymond Crebs

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • John Bremond

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Alan Mollohan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Stephen Larson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Armando Bucelo

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • James Cashion

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Gavin Clingham

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Laura Kurtz Kuhns

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Doretta Bryan

    ASSISTANT SECRETARY

    Total calculated
    $153,438
    From this org
    $0
    From related orgs
    $130,706
    Other
    $22,732
    Hours/week
    1.7 + 38.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $118,450 related
    Bonus
    $0 + $12,256 related
    Other
    $0
    Deferred
    $0 + $22,732 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $153,438 related
  • Michael Ruane

    EXECUTIVE VP

    Total calculated
    $244,230
    From this org
    $0
    From related orgs
    $218,230
    Other
    $26,000
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,430 related
    Bonus
    $0 + $30,800 related
    Other
    $0
    Deferred
    $0 + $26,000 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $244,230 related
  • Michael Finn

    CHIEF FINANCIAL OFFICER

    Total calculated
    $241,472
    From this org
    $0
    From related orgs
    $211,472
    Other
    $30,000
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $191,074 related
    Bonus
    $0 + $20,398 related
    Other
    $0
    Deferred
    $0 + $30,000 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $241,472 related
  • Robert Diaz

    EVP, GENERAL COUNSEL & SECRETARY

    Total calculated
    $267,382
    From this org
    $0
    From related orgs
    $246,655
    Other
    $20,727
    Hours/week
    0.9 + 39.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,335 related
    Bonus
    $0 + $33,320 related
    Other
    $0
    Deferred
    $0 + $20,727 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $267,382 related
  • Devin Wright

    ASSISTANT SECRETARY

    Total calculated
    $73,462
    From this org
    $0
    From related orgs
    $73,462
    Other
    $0
    Hours/week
    2.3 + 37.7 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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Written employment contract
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE BOXES CHECKED IN 1(A) OF PART I WERE PROVIDED BY RELATED ORGANIZATIONS. ALL BOARD MEMBERS ARE COMPENSATED BY A RELATED ORGANIZATION FOR COMMERCIAL AIRLINE TRAVEL AND TRAVEL FOR COMPANIONS.
PART I, LINE 3
A RELATED ORGANIZATION USES A WRITTEN EMPLOYMENT CONTRACT IN ESTABLISHING THE COMPENSATION OF THE EXECUTIVE DIRECTOR.
PART I, LINE 5
CEO BONUS

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

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.

  • CORE HERMOSA VILLAGE 1 MGPLLC

    AFFORDABLE HOUSING · CA

    Directly controlled by NCRC

  • CORE RIALTO METRO SOUTH MGP LLC

    AFFORDABLE HOUSING · CA

    Directly controlled by NCRC

  • DAY CREEK SENIOR HOUSING PARTNERS MGP LLC

    AFFORDABLE HOUSING · CA

    Directly controlled by NCRC

  • MISSION COVE FAMILY I MGP LLC

    AFFORDABLE HOUSING · CA

    Directly controlled by NCRC

  • NATIONAL CORE NEWHALL AVENUE HOUSING MGP LLC

    AFFORDABLE HOUSING · CA

    Directly controlled by NCRC

Related partnerships

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

  • ANF FAMILY PARTNERS II LP

    AFFORDABLE HOUSING · CA

  • ANF FAMILY PARTNERS LP

    AFFORDABLE HOUSING · CA

  • ARBOR VILLAS APARTMENTS LLC

    AFFORDABLE RENTAL HOUSING · CA

  • AUTUMN RIDGE APARTMENTS LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income $182 · share of assets $8,386 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • AVENIDA SERRA HOUSING PARTNERS GP LLC

    RELATED · AFFORDABLE HOUSING · CA · 79% owned · share of income $31,559 · share of assets $447,787 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • BELL GARDENS HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • BELL HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • BOLT HOUSING PARTNERS LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income $14 · share of assets $9,226 · general or managing partner

    Directly controlled by NCRC

  • CATHEDRAL FAMILY HOUSING LP

    AFFORDABLE HOUSING · CA

  • CG AFFORDABLE HOUSING PARTNERS LLC

    AFFORDABLE HOUSING · IL

  • CITRUS GROVE HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • COPPER HILLS APARTMENTS LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income $16 · share of assets $1,155 · general or managing partner

    Directly controlled by NCRC

  • CORE RIALTO METRO SOUTH MGP LLC

    AFFORDABLE HOUSING · CA

  • CORONA DE ORO APARTMENTS LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income -$55 · share of assets $741,503 · general or managing partner

    Directly controlled by NCRC

  • CORONA DEL REY HOUSING PARTNERS GP LLC

    AFFORDABLE RENTAL HOUSING · CA

  • COURSON SENIOR PARTNERS LP

    AFFORDABLE HOUSING · CA

  • CP SENIOR APARTMENTS LP

    AFFORDABLE HOUSING · CA

  • DAY CREEK SENIOR HOUSING PARTNERS MGP LLC

    AFFORDABLE HOUSING · CA

  • DAY CREEK SENIOR HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • DESERT MEADOWS HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • DOWNEY HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • DREAM HOMES HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • EAGLE ROCK SENIOR HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • EAST RANCHO VERDE HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • EMI PARTNERS LP

    AFFORDABLE HOUSING · CA

  • ESCONDIDO HOUSING PARTNERS LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income $1 · share of assets $3 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • ESCONDIDO SENIOR HOUSING PARTNERS LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income -$42 · share of assets $57,405 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • EXECUTIVE LODGE APARTMENTS LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income -$1 · share of assets $7,678 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • FONTANA HOUSING PARTNERS LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income -$46 · share of assets $97,171 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • FONTANA II HOUSING PARTNERS LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income -$12 · share of assets $37,773 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • FONTANA III HOUSING PARTNERS LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income -$19 · share of assets $32,258 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • FONTANA IV HOUSING PARTNERS LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income -$19 · share of assets $151,466 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • HB HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • HERMOSA VILLAGE PHASE I HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • INLAND VALLEY HOUSING PARTNERS LP (WILLOWS)

    AFFORDABLE HOUSING · CA

  • KEN TAL SENIOR APTS LP - TALMAGE

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income -$49 · share of assets $58,695 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • LA POSADA 1968 LLC

    AFFORDABLE HOUSING · TX

  • LEGACY SQUARE LP

    AFFORDABLE HOUSING · CA

  • LINC-CORE SAN PEDRO LOFTS LP

    AFFORDABLE HOUSING · CA

  • MALVERN HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • MILLS FAMILY HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • MISSION COVE FAMILY I MGP LLC

    AFFORDABLE HOUSING · CA

  • MISSION COVE FAMILY II HOUSING LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income -$65 · share of assets $109,179 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • MISSION VILLAGE SENIOR LP

    AFFORDABLE HOUSING · CA

  • MONTCLAIR FAMILY HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • MONTCLAIR SENIOR HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • NATIONAL CORE NEWHALL AVENUE HOUSING MGP LLC

    AFFORDABLE HOUSING · CA

  • NCRC GLENDALE GP LLC

    AFFORDABLE HOUSING · CA

  • NCRC ONTARIO GP LC

    AFFORDABLE HOUSING · CA

  • NEWHALL AVENUE HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • NHDC CALIFORNIA INVESTMENT POOL LLC

    AFFORDABLE HOUSING · CA

  • NHDC LEXINGTON LIMITED PARTNER LLC

    AFFORDABLE HOUSING · CA

  • NHDC LEXINGTON SQUARE APARTMENTS LP

    AFFORDABLE HOUSING · CA

  • NHDC OUR WAY LP

    AFFORDABLE HOUSING · CA

  • NHDC TRES LOMAS

    AFFORDABLE HOUSING · CA

  • NORMANDIE SENIOR HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • OAKCREST HEIGHTS MGP LLC

    RELATED · AFFORDABLE HOUSING · CA · 79% owned · share of income $12,384 · share of assets $26,270 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • OCEANSIDE HOUSING PARTNERS LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income -$805,920 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • OCEANSIDE SENIOR HOUSING PARTNERS LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income -$329,301 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • PALMDALE SENIOR HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • RANCHO WORKFORCE HOUSING LP

    AFFORDABLE HOUSING · CA

  • RENAISSANCE VILLAGE HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • RIALTO HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • RICHMAR HOUSING PARTNERS LP

    RELATED · AFFORDABLE HOUSING · CA · 50% owned · share of income -$23 · share of assets $131,938 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • RICHMAR STATION SAN MARCOS LP

    RELATED · AFFORDABLE RENTAL HOUSING · CA · 0.1% owned · share of income $16 · share of assets $278,893 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • RIVERSIDE HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • RV HOUSING PARTNERS GP LLC

    AFFORDABLE HOUSING · CA

  • SAN MARCOS HOUSING PARTNERS LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income $25 · share of assets $93 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • SANTA FE SPRINGS HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • SANTEE APARTMENTS LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income -$66 · share of assets $2,862,011 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • SAVI RANCH HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • SAVI RANCH II HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • SOUTH PACE GP LLC

    AFFORDABLE HOUSING · CA

  • SPRING VALLEY HOUSING PARTNERS LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of assets $27,745 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • THE PROMENADE HOUSING PARTNERS GP LLC

    AFFORDABLE HOUSING · CA

  • THE PROMENADE HOUSING PARTNERS LP

    AFFORDABLE RENTAL HOUSING · CA

  • UC HOUSING PARTNERS LP (MELROSE VILLAS)

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • VAL 9 HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • VICTORVILLE HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • VILLA SERENA APARTMENTS LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income -$9 · share of assets $9,804 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • VIRGINIA HOLT HOUSING LP

    AFFORDABLE HOUSING · CA

  • VISTA DEL PUENTE LP

    AFFORDABLE HOUSING · CA

  • VISTA DEL SOL APARTMENTS LP

    AFFORDABLE RENTAL HOUSING · CA

  • VISTA DEL SOL GP LLC

    AFFORDABLE HOUSING · CA

  • VISTA DUNES GP LLC

    AFFORDABLE HOUSING · CA

  • VISTA DUNES HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • VISTA TERRAZA HOUSING PARTNERS LP

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income -$114 · share of assets $169,319 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • WATERMAN GARDENS PARTNER I LP

    AFFORDABLE HOUSING · CA

  • WEST MISSION HOUSING PARTNERS LLC

    RELATED · AFFORDABLE HOUSING · CA · 49% owned · share of income $18,442 · share of assets $639,860

    Directly controlled by NCRC

  • WESTLAKE VILLAGE HOUSING PARTNERS

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income -$613,785 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • WOODS FAMILY HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

  • YORBA LINDA HOUSING PARTNERS

    RELATED · AFFORDABLE HOUSING · CA · 0.01% owned · share of income -$66 · share of assets $261,093 · general or managing partner

    Directly controlled by SCHDC OF ORANGE

  • YUCCA VALLEY SENIOR HOUSING PARTNERS LP

    AFFORDABLE HOUSING · CA

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202403119349302665

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