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Nonprofiteer
← SOUTH WINERY HOUSING INC

Form 990 for tax year 2025

Filed by SOUTH WINERY HOUSING INC.

Totals

Total revenue
$8,799,560
Total expenses
$13,356,586
Contributions and grants received
$1,200
Grants paid
$0
Program service revenue
$8,796,065
Investment income
$2,295
Other revenue
$0
Total assets, end of year
$1,361,069
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,361,069
Program services expenses (Part IX)
$13,356,586
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$13,356,586

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.

  • 1d · Related organizations

    $1,200

  • 2a · Program service revenue: ALLOCABLE SHARE PS REN

    total $8,796,065 · related or exempt $8,796,065

  • 3 · Investment income

    total $2,295 · excluded $2,295

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $800 · program services $800

  • 24a · Other expenses: ALLOCABLE SHARE PS EXPE

    total $13,355,386 · program services $13,355,386

  • 24b · Other expenses: MISCELLANEOUS TAXES & L

    total $400 · program services $400

Balance sheet

Part X, book values.

  • 15 · Other assets

    beginning of year $5,918,095 · end of year $1,361,069

  • 27 · Net assets without donor restrictions

    beginning of year $5,918,095 · end of year $1,361,069

Mission and programs · 2025

Mission

TO PROVIDE HOUSING FOR VERY LOW, LOW & MODERATE INCOME PERSONS

  • THE CORPORATION SERVES AS THE LIMITED PARTNER OF A LIMITED PARTNERSHIP THAT PROVIDES 378 UNITS OF LOW-INCOME HOUSING FOR FAMILIES IN RICHMOND, CA.

    Expenses $13,356,586 · Revenue $8,796,065

As filed on the 2025 return.

Listed in Part VII

  • KATELYN BERNSTON SIEGEL

    PRESIDENT

    Total calculated
    $120,042
    From this org
    $0
    From related orgs
    $83,931
    Other
    $36,111
    Hours/week
    0.1 + 40 related

  • BLANCA CASTILLEJA

    VP/SECRETARY

    Total calculated
    $183,758
    From this org
    $0
    From related orgs
    $162,106
    Other
    $21,652
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $158,106 related
    Bonus
    $0 + $4,000 related
    Other
    $0
    Deferred
    $0 + $7,740 related
    Nontaxable benefits
    $0 + $13,912 related
    Filer's total
    $0 + $183,758 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

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee

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
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
A COMPENSATION COMMITTEE IS USED TO ESTABLISH COMPENSATION OF RELATED ORGANIZATION'S CEO/CFO,OFFICERS AND KEY EMPLOYEES. BOARD OR COMPENSATION COMMITTEE'S APPROVAL IS ALSO REQUIRED.

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.

Related partnerships

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

  • CRESCENT PARK EAH LP

    RELATED · LOW-INCOME HOUSING · CA · 99.99% owned · share of assets $15,545,687

    Directly controlled by 68-0364561

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2025
IRS schema version
2025v4.2
Source object
202602669349301045

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