Totals
- Total revenue
- $1,083,731
- Total expenses
- $1,071,376
- Contributions and grants received
- $1,080,426
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $3,305
- Total assets, end of year
- $865,273
- Total liabilities, end of year
- $171,898
- Net assets or fund balances, end of year
- $693,375
- Program services expenses (Part IX)
- $632,342
- Management and general expenses
- $230,613
- Fundraising expenses
- $208,421
- Program service expenses (Part III)
- $632,342
Program services were 59.0% 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.
-
1b · Membership dues
$144,500
-
1c · Fundraising events
$435,400
-
1f · All other contributions, gifts and grants
$500,526
-
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
-
8a · Fundraising events: gross income
$67,150
-
8a · Fundraising events: contributions included on line 1c
$435,400
-
8b · Fundraising events: direct expenses
$63,845
-
8c · Net income from fundraising events
total $3,305 · excluded $3,305
-
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 $296,750 · program services $151,343 · management and general $62,317 · fundraising $83,090
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $382,500 · program services $244,500 · management and general $57,960 · fundraising $80,040
-
8 · Pension plan contributions
total $29,988 · program services $14,994 · management and general $7,497 · fundraising $7,497
-
9 · Other employee benefits
total $71,369 · program services $35,684 · management and general $17,843 · fundraising $17,842
-
10 · Payroll taxes
total $46,349 · program services $23,175 · management and general $11,587 · fundraising $11,587
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $10,635 · management and general $10,635
-
11d · Fees: lobbying
total $94,209 · program services $94,209
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $62,009 · program services $52,609 · management and general $6,803 · fundraising $2,597
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $1,305 · program services $795 · management and general $510
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $33,909 · management and general $33,909
-
17 · Travel
total $16,069 · program services $8,034 · management and general $4,018 · fundraising $4,017
-
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 $5,521 · management and general $5,521
-
24a · Other expenses: TELEPHONE
total $7,003 · program services $3,501 · management and general $1,751 · fundraising $1,751
-
24b · Other expenses: MISCELLANEOUS
total $5,325 · management and general $5,325
-
24c · Other expenses: TRAINING AND STAFF DEVELOPMENT
total $3,498 · program services $3,498
-
24d · Other expenses: EQUIPMENT RENTAL & MAINTENANCE
total $2,462 · management and general $2,462
-
24e · All other expenses
total $2,475 · management and general $2,475
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $523,394 · end of year $481,056
-
2 · Savings and temporary cash investments
beginning of year $268,495 · end of year $328,021
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
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
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$1,256
-
10b · Land, buildings and equipment: accumulated depreciation
$1,256
-
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 $38,142 · end of year $56,196
-
17 · Accounts payable and accrued expenses
beginning of year $95,081 · end of year $104,378
-
21 · Escrow or custodial account liability
beginning of year $15,892 · end of year $13,134
-
25 · Other liabilities
beginning of year $38,038 · end of year $54,386
-
27 · Net assets without donor restrictions
beginning of year $681,020 · end of year $693,375
Mission and programs · 2023
Mission
TO EDUCATE AND COLLABORATE FOR 1) RESOURCES AND INITIATIVES THAT CREATE AND PRESERVE SAFE AND SUSTAINABLE HOUSING AND COMMUNITIES, 2) PARTNERSHIPS AMONG BUSINESS LEADERS, HOUSING PROVIDERS, NONPROFIT INCOME HOUSING, ANDCONTINUED ON SCHEDULE O
Activities or mission (Part I)
CONDUCTING INDUSTRY-RELATED FORUMS (STATEWIDE CONFERENCE, REGIONAL EVENTS, ROUNDTABLES, ETC;) WHERE MEMBERS CAN MEET, INTERACT AND EXCHANGE IDEAS WITH DEVELOPERS, LENDERS, AND OTHERS WHO ARE CONCERNED ABOUT AFFORDABLE HOUSING IN CALIFORNIA.
-
CONDUCTING INDUSTRY-RELATED FORUMS (STATEWIDE CONFERENCE, REGIONAL EVENTS, ROUNDTABLES, ETC;) WHERE MEMBERS CAN MEET, INTERACT AND EXCHANGE IDEAS WITH DEVELOPERS, LENDERS, AND OTHERS WHO ARE CONCERNED ABOUT AFFORDABLE HOUSING IN CALIFORNIA.
Expenses $632,342
As filed on the 2023 return.
Listed in Part VII
-
RAY PEARL
Executive Dir.
- Total calculated
- $361,305
- From this org
- $296,750
- From related orgs
- $0
- Other
- $64,555
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $246,750
- Bonus
- $50,000
- Other
- not reported
- Deferred
- $14,838
- Nontaxable benefits
- $49,717
- Filer's total
- $361,305
-
MARINA WIANT
VP OF GOV. AFFAIRS
- Total calculated
- $194,784
- From this org
- $180,000
- From related orgs
- $0
- Other
- $14,784
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,000
- Bonus
- $15,000
- Other
- not reported
- Deferred
- $9,000
- Nontaxable benefits
- $5,784
- Filer's total
- $194,784
-
NANCY MARTIN
DIR. OF OPERATIONS
- Total calculated
- $154,888
- From this org
- $138,000
- From related orgs
- $0
- Other
- $16,888
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $118,000
- Bonus
- $20,000
- Other
- not reported
- Deferred
- $6,900
- Nontaxable benefits
- $9,988
- Filer's total
- $154,888
-
TIA BOATMAN PATTERSON
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
CAROL ORNELAS
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
JIM SILVERWOOD
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
SINDY SPIVAK
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
HOLLY BENSON
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
ADHI NAGRAJ
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
LAURA ARCHULETA
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
SEAN SPEAR
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
LINDA MANDOLINI
Director
- Total calculated
- $0
- Hours/week
- 1
-
LISA GUTIERREZ
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
MICHAEL COSTA
Secretary
- Total calculated
- $0
- Hours/week
- 0.5
-
JUSTIN COOPER
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
KASEY BURKE
Director
- Total calculated
- $0
- Hours/week
- 1
-
ANN SILVERBERG
Chair
- Total calculated
- $0
- Hours/week
- 1.5
-
GEOFF BROWN
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
CALEB ROOPE
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
DOUG SHOEMAKER
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
SUSAN FRIEDLAND
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
BEN METCALF
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
MICHAEL GABER
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
BECKY CLARK
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
KRISTEN CLEMENTS
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
ANN SEWILL
Director
- Total calculated
- $0
- Hours/week
- 0.5
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 survey or study
- 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
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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 21 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202412959349301476
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.