Totals
- Total revenue
- $293,636
- Total expenses
- $419,721
- Contributions and grants received
- $168,284
- Grants paid
- $0
- Program service revenue
- $121,674
- Investment income
- $3,678
- Other revenue
- $0
- Total assets, end of year
- $1,607,626
- Total liabilities, end of year
- $3,811,830
- Net assets or fund balances, end of year
- -$2,204,204
- Program services expenses (Part IX)
- $384,027
- Management and general expenses
- $35,694
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $384,027
Program services were 91.5% 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.
-
1e · Government grants (contributions)
$168,284
-
2a · Program service revenue: TENANT RENTS
total $119,802 · related or exempt $119,802
-
2b · Program service revenue: OTHER INCOME
total $1,872 · related or exempt $1,872
-
3 · Investment income
total $3,678 · excluded $3,678
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $80,274 · program services $80,274
-
8 · Pension plan contributions
total $389 · program services $389
-
9 · Other employee benefits
total $8,442 · program services $8,442
-
10 · Payroll taxes
total $5,566 · program services $5,566
-
11a · Fees: management
total $22,356 · management and general $22,356
-
11b · Fees: legal
total $16 · program services $16
-
11c · Fees: accounting
total $13,338 · management and general $13,338
-
11g · Fees: other
total $917 · program services $917
-
12 · Advertising and promotion
total $160 · program services $160
-
13 · Office expenses
total $15,828 · program services $15,828
-
14 · Information technology
total $15,641 · program services $15,641
-
16 · Occupancy
total $172,825 · program services $172,825
-
17 · Travel
total $98 · program services $98
-
19 · Conferences, conventions and meetings
total $162 · program services $162
-
22 · Depreciation, depletion and amortization
total $80,310 · program services $80,310
-
24a · Other expenses: WORKERS COMPENSATION
total $1,525 · program services $1,525
-
24b · Other expenses: BAD DEBTS
total $1,100 · program services $1,100
-
24c · Other expenses: MISCELLANEOUS EXPENSES
total $426 · program services $426
-
24d · Other expenses: DEBT ISSUANCE COSTS
total $231 · program services $231
-
24e · All other expenses
total $117 · program services $117
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $27,588 · end of year $16,719
-
2 · Savings and temporary cash investments
beginning of year $128,737 · end of year $141,274
-
4 · Accounts receivable
beginning of year $622 · end of year $1,277
-
9 · Prepaid expenses and deferred charges
beginning of year $10,415 · end of year $4,646
-
10a · Land, buildings and equipment: cost or other basis
$3,123,886
-
10b · Land, buildings and equipment: accumulated depreciation
$1,680,176
-
10c · Land, buildings and equipment, net
beginning of year $1,500,222 · end of year $1,443,710
-
15 · Other assets
beginning of year $1,415 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $889,153 · end of year $925,508
-
19 · Deferred revenue
beginning of year $658 · end of year $1,362
-
23 · Secured mortgages and notes payable
beginning of year $2,823,116 · end of year $2,823,347
-
25 · Other liabilities
beginning of year $34,191 · end of year $61,613
-
27 · Net assets without donor restrictions
beginning of year -$2,078,119 · end of year -$2,204,204
Mission and programs · 2025
Mission
TO PROVIDE LOW INCOME HOUSING FOR SENIORS AND DISABLED PERSONS
-
THE ORGANIZATION OWNS AND OPERATES A 23 UNIT APARTMENT COMPLEX IN PETALUMA, CALIFORNIA FOR LOW-INCOME SENIORS AND PERSONS WITH DISABILITIES UNDER SECTION 202 OF THE NATIONAL AFFORDABLE HOUSING ACT. THE PROPERTY IS REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) AS TO RENT CHARGES AND OPERATING METHODS.
Expenses $384,027 · Revenue $121,674
As filed on the 2025 return.
Listed in Part VII
-
Jennifer LitwakJENNIFER LITWAK
PRESIDENT
- Total calculated
- $351,288
- From this org
- $0
- From related orgs
- $328,690
- Other
- $22,598
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $275,690 related
- Bonus
- $0 + $53,000 related
- Other
- $0
- Deferred
- $0 + $11,782 related
- Nontaxable benefits
- $0 + $10,816 related
- Filer's total
- $0 + $351,288 related
-
Sean PrydenSEAN PRYDEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 1.5 related
-
James RyanJAMES RYAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 1.5 related
-
Matthew HaasMATTHEW HAAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 1.5 related
-
Cindy GillespieCINDY GILLESPIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 1.5 related
-
Ingrid AndersonINGRID ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 1.5 related
-
Harry CoffeyHARRY COFFEY
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 0.1 + 1.5 related
-
Ben PrydenBEN PRYDEN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.1 + 1.5 related
-
Don RossDON ROSS
TREASURER
- Total calculated
- $0
- Hours/week
- 0.1 + 1.5 related
-
Eloise TweetenELOISE TWEETEN
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.1 + 1.5 related
-
Christopher ManczakCHRISTOPHER MANCZAK
ASSISTANT SECRETARY
- Total calculated
- $9,000
- From this org
- $0
- From related orgs
- $9,000
- Other
- $0
- Hours/week
- 0.5 + 5 related
-
Karin AndersonKARIN ANDERSON
DIR OF FINANCE
- Total calculated
- $207,932
- From this org
- $0
- From related orgs
- $189,356
- Other
- $18,576
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $159,974 related
- Bonus
- $0 + $29,382 related
- Other
- $0
- Deferred
- $0 + $7,760 related
- Nontaxable benefits
- $0 + $10,816 related
- Filer's total
- $0 + $207,932 related
-
James WallenJAMES WALLEN
VP OF REAL ESTATE DEV
- Total calculated
- $191,599
- From this org
- $0
- From related orgs
- $173,625
- Other
- $17,974
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $164,685 related
- Bonus
- $0 + $8,940 related
- Other
- $0
- Deferred
- $0 + $7,158 related
- Nontaxable benefits
- $0 + $10,816 related
- Filer's total
- $0 + $191,599 related
-
Katira BertlingKATIRA BERTLING
DIR OF HR & ORG DEV
- Total calculated
- $146,056
- From this org
- $0
- From related orgs
- $130,038
- Other
- $16,018
- Hours/week
- 2 + 40 related
-
Natalie KiddNATALIE KIDD
SENIOR ACCOUNTANT
- Total calculated
- $119,176
- From this org
- $0
- From related orgs
- $104,192
- Other
- $14,984
- Hours/week
- 2 + 40 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 BOARD OF DIRECTORS REVIEWS COMPARABLE DATA AND DETERMINES THE CEO/EXECUTIVE DIRECTOR'S COMPENSATION.
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) · LOW INCOME HOUSING, HOUSING SUPPORT SVCS, LOW-INC ADVOCACY · CA
-
CAULFIELD LANE SENIOR HOUSING INC
501(C)(3) · LOW-INCOME HOUSING · CA
Directly controlled by PEP HOUSING
-
NORTH BAY PROPERTY SERVICES INC
501(C)(3) · LOW-INCOME HOUSING · CA
Directly controlled by PEP HOUSING
-
RICHARD S LIEB SENIOR APARTMENTS LP
501(C)(3) · LOW-INCOME HOUSING · CA
Directly controlled by PEP HOUSING
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.
-
CASA GRANDE SENIOR APARTMENTS LP
LOW-INC HSG · CA
Directly controlled by PEP HOUSING
-
575 VALLEJO STREET ASSOCIATES
LOW-INC HSG · CA
Directly controlled by PEP HOUSING
-
579 VALLEJO STREET ASSOCIATES
LOW-INC HSG · CA
Directly controlled by PEP HOUSING
-
ACACIA LANE SENIOR APARTMENTS LP
LOW-INC HSG · CA
Directly controlled by PEP HOUSING
-
TOUSSIN SENIOR APARTMENTS LP
LOW-INC HSG · CA
Directly controlled by PEP HOUSING
-
KELLGREN SENIOR APARTMENTS LP
LOW-INC HSG · CA
Directly controlled by PEP HOUSING
-
ORANGE TREE SENIOR APARTMENTS LP
LOW-INC HSG · CA
Directly controlled by PEP HOUSING
-
SUN HOUSE SENIOR APARTMENTS LP
LOW-INC HSG · CA
Directly controlled by PEP HOUSING
-
RIVER CITY SENIOR APARTMENTS LP
LOW-INC HSG · CA
Directly controlled by PEP HOUSING
-
PONY EXPRESS SENIOR APARTMENTS LP
LOW-INC HSG · CA
Directly controlled by PEP HOUSING
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 15 July 2026
- IRS schema version
- 2025v4.2
- Source object
- 202631979349300833
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