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← SUNSET CHARITIES HOUSING CORPORATION

Form 990 for tax year 2023

Filed by SUNSET CHARITIES HOUSING CORPORATION.

Totals

Total revenue
$867,748
Total expenses
$1,047,162
Contributions and grants received
$264,518
Grants paid
$0
Program service revenue
$602,112
Investment income
$1,118
Other revenue
$0
Total assets, end of year
$10,757,056
Total liabilities, end of year
$9,116,217
Net assets or fund balances, end of year
$1,640,839
Program services expenses (Part IX)
$1,032,582
Management and general expenses
$14,580
Fundraising expenses
$0
Program service expenses (Part III)
$1,032,582

Program services were 98.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARK MIKL

    EXECUTIVE DIRECTOR

    Total calculated
    $267,394
    From this org
    $0
    From related orgs
    $237,884
    Other
    $29,510
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,884 related
    Bonus
    $0 + $30,000 related
    Other
    $0
    Deferred
    $0 + $11,874 related
    Nontaxable benefits
    $0 + $17,636 related
    Filer's total
    $0 + $267,394 related

  • GREG KEPFERLE

    PRESIDENT

    Total calculated
    $325,000
    From this org
    $0
    From related orgs
    $288,000
    Other
    $37,000
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $288,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $17,000 related
    Nontaxable benefits
    $0 + $20,000 related
    Filer's total
    $0 + $325,000 related

  • MIKE KASPERZAK

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BRUCE KNOBLOCK

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LIHN DIPIPPA

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PAUL BAKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • HYOUNG CHONG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • OCTAVIO FARFAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHRIS HUANG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LISA CALDWELL

    ASST. SECRETARY/DIRECTOR OF PROP. MGMT

    Total calculated
    $211,849
    From this org
    $0
    From related orgs
    $191,153
    Other
    $20,696
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,653 related
    Bonus
    $0 + $15,500 related
    Other
    $0
    Deferred
    $0 + $9,960 related
    Nontaxable benefits
    $0 + $10,736 related
    Filer's total
    $0 + $211,849 related

  • TERRI FUKUDA

    CONTROLLER

    Total calculated
    $200,013
    From this org
    $0
    From related orgs
    $175,498
    Other
    $24,515
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,498 related
    Bonus
    $0 + $20,000 related
    Other
    $0
    Deferred
    $0 + $8,979 related
    Nontaxable benefits
    $0 + $15,536 related
    Filer's total
    $0 + $200,013 related

  • KATHLEEN ROBINSON

    DEPUTY EXECUTIVE DIRECTOR

    Total calculated
    $237,463
    From this org
    $0
    From related orgs
    $225,332
    Other
    $12,131
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,932 related
    Bonus
    $0 + $15,000 related
    Other
    $0 + $2,400 related
    Deferred
    $0 + $11,106 related
    Nontaxable benefits
    $0 + $1,025 related
    Filer's total
    $0 + $237,463 related

  • MARVEL ANG

    SENIOR PROJECT MANAGER

    Total calculated
    $182,616
    From this org
    $0
    From related orgs
    $173,162
    Other
    $9,454
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,262 related
    Bonus
    $0 + $7,500 related
    Other
    $0 + $2,400 related
    Deferred
    $0 + $8,554 related
    Nontaxable benefits
    $0 + $900 related
    Filer's total
    $0 + $182,616 related

  • CAROL MOWAT

    FINANCE MANAGER

    Total calculated
    $171,017
    From this org
    $0
    From related orgs
    $161,946
    Other
    $9,071
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,546 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $2,400 related
    Deferred
    $0 + $8,171 related
    Nontaxable benefits
    $0 + $900 related
    Filer's total
    $0 + $171,017 related

  • MAGGIE LI

    ASSET MANAGER

    Total calculated
    $165,693
    From this org
    $0
    From related orgs
    $156,948
    Other
    $8,745
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,548 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $2,400 related
    Deferred
    $0 + $7,723 related
    Nontaxable benefits
    $0 + $1,022 related
    Filer's total
    $0 + $165,693 related

  • HAI NGUYEN

    SR. PROJECT MANAGER

    Total calculated
    $155,146
    From this org
    $0
    From related orgs
    $142,583
    Other
    $12,563
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $135,083 related
    Bonus
    $0 + $7,500 related
    Other
    $0
    Deferred
    $0 + $7,187 related
    Nontaxable benefits
    $0 + $5,376 related
    Filer's total
    $0 + $155,146 related

  • LARISA TROCHE

    ASSOC. DIR. OF PROPERTY MANAGEMENT

    Total calculated
    $157,690
    From this org
    $0
    From related orgs
    $130,935
    Other
    $26,755
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $124,435 related
    Bonus
    $0 + $6,500 related
    Other
    $0
    Deferred
    $0 + $6,638 related
    Nontaxable benefits
    $0 + $20,117 related
    Filer's total
    $0 + $157,690 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

None.

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
THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS AND KEY EMPLOYEES DIRECTLY. THE BOARD PRESIDENT IS COMPENSATED BY CATHOLIC CHARITIES OF SANTA CLARA COUNTY. EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES ARE COMPENSATED BY CHARITIES HOUSING DEVELOPMENT CORPORATION, A RELATED ORGANIZATION. COMPENSATION FOR EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES IS BASED ON COMPARABILITY DATA (SALARY SURVEYS BY REGION) AND REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OF CHARITIES HOUSING DEVELOPMENT CORPORATION.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
29 October 2024
IRS schema version
2023v5.1
Source object
202423039349301932

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