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Nonprofiteer
← MUTUAL HOUSING CALIFORNIA

Form 990 for tax year 2023

Filed by MUTUAL HOUSING CALIFORNIA.

Totals

Total revenue
$9,945,901
Total expenses
$6,140,878
Contributions and grants received
$2,567,931
Grants paid
$320,199
Program service revenue
$7,336,727
Investment income
$80,285
Other revenue
-$39,042
Total assets, end of year
$32,066,910
Total liabilities, end of year
$15,057,726
Net assets or fund balances, end of year
$17,009,184
Program services expenses (Part IX)
$3,946,938
Management and general expenses
$1,987,276
Fundraising expenses
$206,664
Program service expenses (Part III)
$3,946,938

Program services were 64.3% 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.

  • 1c · Fundraising events

    $125,602

  • 1d · Related organizations

    $514,414

  • 1e · Government grants (contributions)

    $1,391,921

  • 1f · All other contributions, gifts and grants

    $535,994

  • 2a · Program service revenue: DEVELOPER FEES

    total $5,378,606 · related or exempt $5,378,606

  • 2b · Program service revenue: ORGANIZING FEES

    total $810,341 · related or exempt $810,341

  • 2c · Program service revenue: PROGRAM RELATED INTERE

    total $622,093 · related or exempt $622,093

  • 2d · Program service revenue: MANAGEMENT FEES

    total $417,523 · related or exempt $417,523

  • 2e · Program service revenue: BAD DEBT RECOVERY

    total $54,665 · related or exempt $54,665

  • 2f · All other program service revenue

    total $53,499 · related or exempt $53,499

  • 3 · Investment income

    total $80,285 · excluded $80,285

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $125,602

  • 8b · Fundraising events: direct expenses

    $39,042

  • 8c · Net income from fundraising events

    total -$39,042 · excluded -$39,042

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $320,199 · program services $320,199

  • 5 · Compensation of officers, directors and key employees

    total $504,011 · program services $329,103 · management and general $157,375 · fundraising $17,533

  • 7 · Other salaries and wages

    total $2,786,817 · program services $1,891,856 · management and general $788,631 · fundraising $106,330

  • 8 · Pension plan contributions

    total $131,418 · program services $45,597 · management and general $85,687 · fundraising $134

  • 9 · Other employee benefits

    total $223,250 · program services $141,244 · management and general $77,411 · fundraising $4,595

  • 10 · Payroll taxes

    total $227,581 · program services $203,572 · fundraising $24,009

  • 11b · Fees: legal

    total $23,800 · program services $8,748 · management and general $15,052

  • 11c · Fees: accounting

    total $58,690 · management and general $58,690

  • 11g · Fees: other

    total $220,308 · program services $75,126 · management and general $129,199 · fundraising $15,983

  • 12 · Advertising and promotion

    total $73,332 · program services $550 · management and general $72,782

  • 13 · Office expenses

    total $49,078 · program services $15,820 · management and general $32,866 · fundraising $392

  • 16 · Occupancy

    total $183,254 · program services $85,404 · management and general $92,450 · fundraising $5,400

  • 17 · Travel

    total $40,210 · program services $23,836 · management and general $16,309 · fundraising $65

  • 19 · Conferences, conventions and meetings

    total $134,637 · program services $74,400 · management and general $36,096 · fundraising $24,141

  • 20 · Interest

    total $81,809 · program services $81,809

  • 22 · Depreciation, depletion and amortization

    total $17,140 · management and general $17,140

  • 23 · Insurance

    total $23,906 · program services $15,508 · management and general $7,563 · fundraising $835

  • 24a · Other expenses: ALLOWANCE FOR NOTE AND

    total $389,081 · program services $389,081

  • 24b · Other expenses: COMPUTER CONSULT./SUPPL

    total $269,682 · program services $164,112 · management and general $99,217 · fundraising $6,353

  • 24c · Other expenses: DISALLOWANCE ERC EXPENS

    total $232,422 · management and general $232,422

  • 24d · Other expenses: ORGANIZING PROGRAM SUPP

    total $51,025 · program services $51,025

  • 24e · All other expenses

    total $99,228 · program services $29,948 · management and general $68,386 · fundraising $894

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $283,340 · end of year $210,697

  • 2 · Savings and temporary cash investments

    beginning of year $1,998,327 · end of year $3,395,594

  • 3 · Pledges and grants receivable

    beginning of year $5,500 · end of year $5,000

  • 4 · Accounts receivable

    beginning of year $8,866,098 · end of year $11,472,363

  • 7 · Other notes and loans receivable

    beginning of year $11,714,397 · end of year $13,911,231

  • 9 · Prepaid expenses and deferred charges

    beginning of year $102,330 · end of year $151,512

  • 10a · Land, buildings and equipment: cost or other basis

    $163,248

  • 10b · Land, buildings and equipment: accumulated depreciation

    $75,785

  • 10c · Land, buildings and equipment, net

    beginning of year $104,603 · end of year $87,463

  • 15 · Other assets

    beginning of year $2,646,537 · end of year $2,833,050

  • 17 · Accounts payable and accrued expenses

    beginning of year $547,941 · end of year $766,391

  • 19 · Deferred revenue

    beginning of year $340,582 · end of year $482,881

  • 23 · Secured mortgages and notes payable

    beginning of year $2,540,945 · end of year $4,984,622

  • 25 · Other liabilities

    beginning of year $9,087,503 · end of year $8,823,832

  • 27 · Net assets without donor restrictions

    beginning of year $13,204,161 · end of year $17,009,184

Mission and programs · 2023

Mission

THE MISSION OF MUTUAL HOUSING CALIFORNIA IS TO DEVELOP, MANAGE, AND SUPPORT SUSTAINABLE AFFORDABLE HOUSING WHERE RESIDENTS ARE PARTNERS IN ADVANCING EQUITABLE COMMUNITIES.

Activities or mission (Part I)

SEE SCHEDULE O.DEVELOP, MANAGE, AND SUPPORT SUSTAINABLE AFFORDABLE HOUSING WHERE RESIDENTS ARE PARTNERS IN ADVANCING EQUITABLE COMMUNITIES.

  • DEVELOPMENT OF NEW SUSTAINABLE HOUSING - MUTUAL HOUSING DEVELOPS NEW HOUSING FOR SACRAMENTO AND YOLO COUNTIES' DIVERSE HOUSEHOLDS. MUTUAL HOUSING ALSO ACQUIRES AND RENOVATES DETERIORATED MULTI-FAMILY HOUSING PROPERTIES THAT HAVE BECOME UNSAFE FOR RESIDENTS AND A BLIGHT ON THE NEIGHBORHOODS IN WHICH THEY ARE LOCATED. APPROXIMATELY 3,500 RESIDENTS LIVE IN 1,328 TOWNHOMES, APARTMENTS, AND A MOBILE HOME PARK LOCATED IN SACRAMENTO AND YOLO COUNTIES THAT ARE OPERATED BY MUTUAL HOUSING MANAGEMENT.

    Expenses $1,394,168 · Revenue $3,027,098

  • COMMUNITY BUILDING, LEADERSHIP DEVELOPMENT AND RESIDENT SERVICES - MUTUAL HOUSING CALIFORNIA EMPLOYS A MULTI-LINGUAL, MULTI-CULTURAL TEAM OF COMMUNITY DEVELOPMENT STAFF TO ENGAGE RESIDENTS IN THEIR COMMUNITIES, INVOLVE THEM IN CIVIC LIFE AND TO BRING PROGRAMS TO THE PROPERTIES WHICH MEET RESIDENTS' INTERESTS AND NEEDS.THROUGH INDIVIDUAL AND GROUP CONVERSATIONS, COMMUNITY DEVELOPMENT STAFF DISCOVER THE UNIQUE TALENTS, GOALS AND CHALLENGES OF INDIVIDUAL RESIDENTS. THEY THEN IDENTIFY RESIDENTS WITH POTENTIAL LEADERSHIP SKILLS AND MENTOR THOSE EMERGING LEADERS WHO BECOME A STABILIZING AND MOTIVATING PRESENCE IN THEIR COMMUNITIES.

    Expenses $2,552,770 · Grants $320,199 · Revenue $4,309,629

As filed on the 2023 return.

Listed in Part VII

  • Cathy Creswell

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 9 related

  • Jennifer Higley-Chapman

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 9 related

  • Corinne Morrison

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 9 related

  • Tricia Stevens

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 9 related

  • Greg Chew

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Allison Joe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Andrea Noble

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Amber Lamason

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Elizabeth Reynaga

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Latoiche Adams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Karen Naungayan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Roberto Jimenez

    CEO

    Total calculated
    $282,034
    From this org
    $247,329
    From related orgs
    $0
    Other
    $34,705
    Hours/week
    36 + 13 related

    Schedule J breakdown matched by us

    Base
    $247,329
    Bonus
    $0
    Other
    $0
    Deferred
    $15,630
    Nontaxable benefits
    $19,075
    Filer's total
    $282,034

  • Julie Goldfine

    CFO

    Total calculated
    $221,977
    From this org
    $195,244
    From related orgs
    $0
    Other
    $26,733
    Hours/week
    34 + 15 related

    Schedule J breakdown matched by us

    Base
    $195,244
    Bonus
    $0
    Other
    $0
    Deferred
    $12,163
    Nontaxable benefits
    $14,570
    Filer's total
    $221,977

  • Keith Bloom

    DIRECTOR OF ACQUISITIONS

    Total calculated
    $200,793
    From this org
    $165,066
    From related orgs
    $0
    Other
    $35,727
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,066
    Bonus
    $0
    Other
    $0
    Deferred
    $10,995
    Nontaxable benefits
    $24,732
    Filer's total
    $200,793

  • Tejal Shah

    VP OF COMMUNITY DEVELOPMENT

    Total calculated
    $158,055
    From this org
    $144,637
    From related orgs
    $0
    Other
    $13,418
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,637
    Bonus
    $0
    Other
    $0
    Deferred
    $4,335
    Nontaxable benefits
    $9,083
    Filer's total
    $158,055

  • Ryan Cassidy

    VP OF REAL ESTATE

    Total calculated
    $141,493
    From this org
    $135,927
    From related orgs
    $0
    Other
    $5,566
    Hours/week
    40

  • Vanessa Perez Guerra

    ASSOCIATE DIR. OF HSNG. DEVL.

    Total calculated
    $143,390
    From this org
    $121,842
    From related orgs
    $0
    Other
    $21,548
    Hours/week
    40

  • Maria Layton

    CONTROLLER

    Total calculated
    $148,024
    From this org
    $133,426
    From related orgs
    $0
    Other
    $14,598
    Hours/week
    40

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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • 805 R MUTUAL HOUSING ASSOCIATION LLC

    PROVIDE AFFORDABLE RENTAL HOUSING · CA · income $0 · assets $52

    Directly controlled by MUTUAL HOUSING CALIFORNIA

  • 2000 16TH ST MUTUAL HOUSING ASSOCIATION LLC

    PROVIDE AFFORDABLE RENTAL HOUSING · CA · income $0 · assets $52

    Directly controlled by MUTUAL HOUSING CALIFORNIA

  • CORNERSTONE NORTH MUTUAL HOUSING ASSOCIATION LLC

    PROVIDE AFFORDABLE RENTAL HOUSING · CA · income $0 · assets $25,040

    Directly controlled by MUTUAL HOUSING CALIFORNIA

  • CORNERSTONE SOUTH MUTUAL HOUSING ASSOCIATION LLC

    PROVIDE AFFORDABLE RENTAL HOUSING · CA · income $0 · assets $25,000

    Directly controlled by MUTUAL HOUSING CALIFORNIA

  • FIFTH STREET MUTUAL HOUSING LLC

    PROVIDE AFFORDABLE RENTAL HOUSING · CA · income $25,750 · assets $74,506

    Directly controlled by MUTUAL HOUSING CALIFORNIA

  • FOOTHILL PLAZA HOUSING ASSOCIATION LLC

    PROVIDE AFFORDABLE RENTAL HOUSING · CA · income $29,851 · assets $29,916

    Directly controlled by MUTUAL HOUSING CALIFORNIA

  • LAVENDER MUTUAL HOUSING LLC

    PROVIDE AFFORDABLE RENTAL HOUSING · CA · income $20,600 · assets $57,281

    Directly controlled by MUTUAL HOUSING CALIFORNIA

  • SPRING LAKE MUTUAL HOUSING ASSOCIATION LLC

    PROVIDE AFFORDABLE RENTAL HOUSING · CA · income $16,500 · assets $82,183

    Directly controlled by MUTUAL HOUSING CALIFORNIA

  • PHASE 2 SPRING LAKE MUTUAL HOUSING ASSOCIATION LLC

    PROVIDE AFFORDABLE RENTAL HOUSING · CA · income $28,138 · assets $119,438

    Directly controlled by MUTUAL HOUSING CALIFORNIA

  • SAN JUAN MUTUAL HOUSING ASSOCIATION LLC

    PROVIDE AFFORDABLE RENTAL HOUSING · CA · income $0 · assets $52

    Directly controlled by MUTUAL HOUSING CALIFORNIA

  • STOCKTON BOULEVARD MUTUAL LLC

    PROVIDE AFFORDABLE RENTAL HOUSING · CA · income $3,333 · assets $28,372

    Directly controlled by MUTUAL HOUSING CALIFORNIA

  • VICTORY TRIO MUTUAL HOUSING ASSOCIATION LLC

    PROVIDE AFFORDABLE RENTAL HOUSING · CA · income $25,325 · assets $2,347,041

    Directly controlled by MUTUAL HOUSING CALIFORNIA

  • WONG CENTER MUTUAL HOUSING ASSOCIATION LLC

    PROVIDE AFFORDABLE RENTAL HOUSING · CA · income $0 · assets $119,640

    Directly controlled by MUTUAL HOUSING CALIFORNIA

Related partnerships

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

  • 805 R MUTUAL HOUSING ASSOCIATES LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA · 0.01% owned · share of assets $100,794 · general or managing partner

    Directly controlled by 805 R MUTUAL HOUSING LLC & MUTUAL HOUSING CORPORATION

  • CORNERSTONE NORTH MUTUAL HOUSING ASSOCIATES LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA · 0.01% owned · share of assets $18,118,585 · general or managing partner

    Directly controlled by CORNERSTONE NORTH MUTUAL HOUSING ASSOCIATION LLC & MUTUAL HOUSING CALIFORNI

  • CORNERSTONE SOUTH MUTUAL HOUSING ASSOCIATES LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA · 0.01% owned · share of assets $22,452,740 · general or managing partner

    Directly controlled by CORNERSTONE SOUTH MUTUAL HOUSING ASSOCIATION LLC & MUTUAL HOUSING CALIFORNI

  • DAVIS MHA TWIN PINES COMMUNITY ASSOCIATES LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA

    Directly controlled by YOLO MUTUAL HOUSING ASSOCIATION & SKY PARKWAY MUTUAL HOUSING CORPORATION

  • FOOTHILL PLAZA HOUSING ASSOCIATES LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA · 0.01% owned · share of income $29,763 · share of assets $7,032,112 · general or managing partner

    Directly controlled by FOOTHILL PLAZA HOUSING ASSOCIATION LLC

  • LAVENDER HOUSING ASSOCIATES LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA · 0.01% owned · share of income -$30,154 · share of assets $3,964,132 · general or managing partner

    Directly controlled by LAVENDER MUTUAL HOUSING LLC

  • LEMON HILL HOUSING ASSOCIATES LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA

    Directly controlled by EVERGREEN MUTUAL HOUSING ASSOCIATION

  • MUTUAL HOUSING 5TH STREET LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA · 0.01% owned · share of income $12,859 · share of assets $1,711,867 · general or managing partner

    Directly controlled by FIFTH STREET MUTUAL HOUSING LLC

  • NEW HARMONY LLC

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA · 50% owned · share of income -$1,017 · share of assets $88,001 · general or managing partner

    Directly controlled by MUTUAL HOUSING CALIFORNIA & YOLO MUTUAL HOUSING ASSOCIATION

  • NEW HARMONY LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA

    Directly controlled by NEW HARMONY LLC

  • NORWOOD HOUSING ASSOCIATES LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA

    Directly controlled by MUTUAL HOUSING CORPORATION & SKY PARKWAY MUTUAL HOUSING CORPORATION

  • OWENDALE MUTUAL HOUSING ASSOCIATION LLC

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA · 51% owned · share of income -$4,667 · share of assets $578,819 · general or managing partner

    Directly controlled by MUTUAL HOUSING CALIFORNIA & YOLO MUTUAL HOUSING ASSOCIATION

  • OWENDALE MUTUAL HOUSING ASSOCIATES LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA

    Directly controlled by OWENDALE MUTUAL HOUSING ASSOCIATION LLC

  • PHASE 2 SPRING LAKE MUTUAL HOUSING ASSOCIATES LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA · 0.01% owned · share of income $28,089 · share of assets $2,364,676 · general or managing partner

    Directly controlled by PHASE 2 SPRING LAKE MUTUAL HOUSING ASSOC LLC & MUTUAL HOUSING CALIFORNIA

  • RIVER GARDEN HOUSING ASSOCIATES LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA

    Directly controlled by RIVER GARDEN MUTUAL HOUSING CORPORATION

  • SAN JUAN MUTUAL HOUSING ASSOCIATES LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA · 0.01% owned · share of assets $1,851,215 · general or managing partner

    Directly controlled by SAN JUAN MUTUAL HOUSING LLC & MUTUAL HOUSING CORPORATION

  • SOUTH SACRAMENTO MUTUAL HOUSING LLC

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA · 79% owned · share of income -$1,649 · share of assets $4,909,125 · general or managing partner

    Directly controlled by MUTUAL HOUSING CALIFORNIA

  • SOUTH SACRAMENTO MUTUAL HOUSING LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA

    Directly controlled by SOUTH SACRAMENTO MUTUAL HOUSING LLC

  • SPRING LAKE HOUSING ASSOCIATES LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA · 0.01% owned · share of income $16,441 · share of assets $385,593 · general or managing partner

    Directly controlled by SPRING LAKE MUTUAL HOUSING ASSOCIATION LLC

  • STOCKTON BOULEVARD HOUSING ASSOCIATES LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA · 0.01% owned · share of income $2,824 · share of assets $11,819,374 · general or managing partner

    Directly controlled by STOCKTON BOULEVARD MUTUAL LLC & MUTUAL HOUSING CALIFORNIA

  • VICTORY TRIO MUTUAL HOUSING ASSOCIATES LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA · 0.01% owned · share of income -$222,960 · share of assets $5,896,611 · general or managing partner

    Directly controlled by VICTORY TRIO MUTUAL HOUSING ASSOCIATION LLC & MUTUAL HOUSING CALIFORNIA

  • WONG CENTER AT THE RAILYARD LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA · 49.5% owned · share of assets $18,994,122 · general or managing partner

    Directly controlled by WONG CENTER MUTUAL HOUSING ASSOCIATION LLC & MUTUAL HOUSING CALIFORNIA

  • YMHA MOORE VILLAGE ASSOCIATES LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA

    Directly controlled by YOLO MUTUAL HOUSING ASSOCIATION & SKY PARKWAY MUTUAL HOUSING CORPORATION

  • YMHA TREMONT GREEN ASSOCIATES LP

    RELATED · PROVIDE AFFORDABLE RENTAL HOUSING · CA

    Directly controlled by YOLO MUTUAL HOUSING ASSOCIATION & SKY PARKWAY MUTUAL HOUSING CORPORATION

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202443209349324689

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