Form 990 for tax year 2022
Filed by HELPING OUR MENTALLY ILL EXPERIENCE SUCCESS INC.
Totals
- Total revenue
- $1,094,086
- Total expenses
- $1,038,842
- Contributions and grants received
- $148,414
- Grants paid
- $0
- Program service revenue
- -$50,032
- Investment income
- $995,704
- Other revenue
- $0
- Total assets, end of year
- $5,343,794
- Total liabilities, end of year
- $1,571,572
- Net assets or fund balances, end of year
- $3,772,222
- Program services expenses (Part IX)
- $949,771
- Management and general expenses
- $89,071
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $949,771
Program services were 91.4% 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
$147,414
-
1f · All other contributions, gifts and grants
$1,000
-
2a · Program service revenue: RENTAL INCOME
total $68,839 · related or exempt $68,839
-
2b · Program service revenue: SOCIAL SERVICE FEES
total $42,137 · related or exempt $42,137
-
2c · Program service revenue: NOTE RECEIVABLE INTEREST
total $24,431 · related or exempt $24,431
-
2d · Program service revenue: FLOW THROUGH FROM INVESTMENTS
total -$185,439 · related or exempt -$185,439
-
7a · Gross sales of assets other than inventory
other assets $1,215,000
-
7b · Less cost or other basis and sales expenses
other assets $219,296
-
7c · Gain or loss
other assets $995,704
-
7d · Net gain or loss
total $995,704 · related or exempt $995,704
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $309,153 · program services $278,897 · management and general $30,256
-
11b · Fees: legal
total $18,857 · management and general $18,857
-
11c · Fees: accounting
total $12,410 · management and general $12,410
-
11g · Fees: other
total $19,800 · management and general $19,800
-
12 · Advertising and promotion
total $1,001 · management and general $1,001
-
13 · Office expenses
total $6,038 · management and general $6,038
-
16 · Occupancy
total $12,290 · program services $12,290
-
17 · Travel
total $709 · management and general $709
-
20 · Interest
total $20,898 · program services $20,898
-
22 · Depreciation, depletion and amortization
total $43,970 · program services $43,970
-
23 · Insurance
total $8,523 · program services $8,523
-
24a · Other expenses: DONATION TO JHC
total $447,950 · program services $447,950
-
24b · Other expenses: REPAIRS AND MAINTENANCE
total $50,290 · program services $50,290
-
24c · Other expenses: UTILITIES
total $37,849 · program services $37,849
-
24d · Other expenses: BAD DEBT EXPENSE
total $30,904 · program services $30,904
-
24e · All other expenses
total $18,200 · program services $18,200
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $343,234 · end of year $177,396
-
2 · Savings and temporary cash investments
beginning of year $235,820 · end of year $235,832
-
3 · Pledges and grants receivable
beginning of year $2,290,480 · end of year $0
-
4 · Accounts receivable
beginning of year $174,345 · end of year $196,902
-
7 · Other notes and loans receivable
beginning of year $71,775 · end of year $1,145,290
-
9 · Prepaid expenses and deferred charges
beginning of year $1,420 · end of year $5,682
-
10a · Land, buildings and equipment: cost or other basis
$3,930,347
-
10b · Land, buildings and equipment: accumulated depreciation
$347,655
-
10c · Land, buildings and equipment, net
beginning of year $1,822,472 · end of year $3,582,692
-
15 · Other assets
beginning of year $1,005,716 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $176,893 · end of year $114,960
-
23 · Secured mortgages and notes payable
beginning of year $852,623 · end of year $835,760
-
25 · Other liabilities
beginning of year $1,198,768 · end of year $620,852
-
27 · Net assets without donor restrictions
beginning of year $3,716,978 · end of year $3,772,222
Mission and programs · 2022
Mission
HOMES, INC. WAS ORGANIZED TO LEASE, REHABILITATE, PURCHASE, OR SUBSIDIZE HOUSING FACILITIES FOR THE MENTALLY ILL AND THOSE WITH SPECIAL NEEDS.
Activities or mission (Part I)
THE PURPOSE OF HELPING OUR MENTALLY ILL EXPERIENCE SUCCESS, INC. IS TO ENHANCE THE QUALITY OF LIFE AND EXPAND THE AVAILABLILITY OF AFFORDABLE HOUSING FOR THE MENTALLY ILL AND OTHERS WITH SPECIAL NEEDS.
-
TO ENHANCE THE QUALITY OF LIFE AND EXPAND THE AVAILABILITY OF AFFORDABLE HOUSING FOR THE MENTALLY ILL AND OTHERS WITH SPECIAL NEEDS.
Expenses $949,771 · Revenue $942,212
As filed on the 2022 return.
Listed in Part VII
-
David WoodDAVID WOOD
CHAIR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.1 related
-
Mary Lynn CoffeeMARY LYNN COFFEE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.1 related
-
Mark HooverMARK HOOVER
TREASURER
- Total calculated
- $0
- Hours/week
- 0.1 + 0.1 related
-
Cesar CovarrubiasCESAR COVARRUBIAS
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.1 + 0.1 related
-
Patrick D McCallaPATRICK D MCCALLA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.1 related
-
Laura ArchuletaLAURA ARCHULETA
PRESIDENT & CEO
- Total calculated
- $601,668
- From this org
- $0
- From related orgs
- $530,440
- Other
- $71,228
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $500,720 related
- Bonus
- $0 + $23,720 related
- Other
- $0 + $6,000 related
- Deferred
- $0 + $33,461 related
- Nontaxable benefits
- $0 + $37,767 related
- Filer's total
- $0 + $601,668 related
-
George SearcyGEORGE SEARCY
CHIEF IMPACT OFFICER
- Total calculated
- $367,507
- From this org
- $0
- From related orgs
- $318,113
- Other
- $49,394
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $305,112 related
- Bonus
- $0 + $13,001 related
- Other
- $0
- Deferred
- $0 + $32,047 related
- Nontaxable benefits
- $0 + $17,347 related
- Filer's total
- $0 + $367,507 related
-
Michael MassieMICHAEL MASSIE
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $482,329
- From this org
- $0
- From related orgs
- $426,775
- Other
- $55,554
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $408,721 related
- Bonus
- $0 + $18,054 related
- Other
- $0
- Deferred
- $0 + $33,900 related
- Nontaxable benefits
- $0 + $21,654 related
- Filer's total
- $0 + $482,329 related
-
Lisa AndaleonLISA ANDALEON
CHIEF FINANCIAL OFFICER
- Total calculated
- $301,322
- From this org
- $0
- From related orgs
- $272,780
- Other
- $28,542
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $267,386 related
- Bonus
- $0 + $5,394 related
- Other
- $0
- Deferred
- $0 + $19,704 related
- Nontaxable benefits
- $0 + $8,838 related
- Filer's total
- $0 + $301,322 related
-
Roger KinoshitaROGER KINOSHITA
VP, REAL ESTATE ACQUISITIO
- Total calculated
- $262,284
- From this org
- $0
- From related orgs
- $227,559
- Other
- $34,725
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $217,920 related
- Bonus
- $0 + $9,639 related
- Other
- $0
- Deferred
- $0 + $9,930 related
- Nontaxable benefits
- $0 + $24,795 related
- Filer's total
- $0 + $262,284 related
-
Karen HammondKAREN HAMMOND
VP, HUMAN RESOURCES
- Total calculated
- $241,330
- From this org
- $0
- From related orgs
- $218,430
- Other
- $22,900
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $199,533 related
- Bonus
- $0 + $18,897 related
- Other
- $0
- Deferred
- $0 + $7,807 related
- Nontaxable benefits
- $0 + $15,093 related
- Filer's total
- $0 + $241,330 related
-
Tish KellyTISH KELLY
VP, HOUSING DEVELOPMENT
- Total calculated
- $301,517
- From this org
- $0
- From related orgs
- $290,338
- Other
- $11,179
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $285,497 related
- Bonus
- $0 + $4,841 related
- Other
- $0
- Deferred
- $0 + $10,337 related
- Nontaxable benefits
- $0 + $842 related
- Filer's total
- $0 + $301,517 related
-
Natalie ReiderNATALIE REIDER
VP, COMMUNITY OPERATIONS
- Total calculated
- $181,539
- From this org
- $0
- From related orgs
- $154,743
- Other
- $26,796
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $147,096 related
- Bonus
- $0 + $7,647 related
- Other
- $0
- Deferred
- $0 + $9,320 related
- Nontaxable benefits
- $0 + $17,476 related
- Filer's total
- $0 + $181,539 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 · 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.
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) · PROVIDE AFFORDABLE HSG TO NEEDY INDIVIDUALS · CA
-
501(C)(3) · PROVIDE AFFORDABLE HSG TO NEEDY INDIVIDUALS · CA
Directly controlled by JAMBOREE HOUSING CORPORATION
-
501(C)(3) · PROVIDE AFFORDABLE HSG TO NEEDY INDIVIDUALS · CA
Directly controlled by JAMBOREE HOUSING CORPORATION
-
501(C)(3) · PROVIDE AFFORDABLE HSG TO NEEDY INDIVIDUALS · CA
Directly controlled by JAMBOREE HOUSING CORPORATION
-
501(C)(3) · PROVIDE AFFORDABLE HSG TO NEEDY INDIVIDUALS · CA
Directly controlled by JAMBOREE HOUSING CORPORATION
-
QUALITY DEVELOPMENT AND CONSTRUCTION COMPANY INC
501(C)(3) · PROVIDE GEN. CONTRACTING, ARCHITECTURAL AND CONST. MGMT. TO AFFORDABLE HSG. · CA
Directly controlled by JAMBOREE HOUSING CORPORATION
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.
-
DIAMOND AISLE LP
RELATED · LOW INCOME HOUSING · CA · 0.01% owned · share of income -$5,306 · share of assets $238 · general or managing partner
-
JACKSON AISLE APTS LP
RELATED · LOW INCOME HOUSING · CA · 0.01% owned · share of income -$41,789 · share of assets $638,254 · general or managing partner
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 9 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313139349305806
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.