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Nonprofiteer
← SOUTH WINERY HOUSING INC

Form 990 for tax year 2023

Filed by SOUTH WINERY HOUSING INC.

Totals

Total revenue
$11,114,354
Total expenses
$924,026
Contributions and grants received
$11,114,354
Grants paid
$188
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$10,190,582
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$10,190,582
Program services expenses (Part IX)
$924,026
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$924,026

Program services were 100.0% 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.

  • 1d · Related organizations

    $1,025

  • 1f · All other contributions, gifts and grants

    $11,113,329

  • 1g · Noncash contributions included above

    $11,113,329

  • 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

  • 8c · Net income from fundraising events

    total $0

  • 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 $188 · program services $188

  • 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 $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $1,000 · program services $1,000

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 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 $0

  • 24a · Other expenses: ALLOCABLE SHARE PS EXPENSES

    total $922,747 · program services $922,747

  • 24b · Other expenses: BANK FEES

    total $66 · program services $66

  • 24c · Other expenses: MISCELLANEOUS TAXES & LICENSES

    total $25 · program services $25

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    end of year $0

  • 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

  • 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 $254 · end of year $10,190,582

  • 27 · Net assets without donor restrictions

    beginning of year $254 · end of year $10,190,582

Mission and programs · 2023

Mission

TO PROVIDE HOUSING for very low, low & moderate income persons

  • THE CORPORATION SERVES AS A GENERAL PARTNER OF A LIMITED PARTNERSHIP WHICH PREVIOUSLY OWNED AND OPERATED A LOW-INCOME HOUSING PROJECT IN FRESNO, CA. THE CORPORATION ALSO SERVES AS THE LIMITED PARTNER OF A LIMITED PARTNERSHIP THAT PROVIDES 378 UNITS OF LOW-INCOME HOUSING FOR FAMILIES IN RICHMOND, CA.

    Expenses $924,026 · Grants $188

As filed on the 2023 return.

Listed in Part VII

  • Blanca Castilleja

    VP/SECRETARY

    Total calculated
    $166,007
    From this org
    $0
    From related orgs
    $143,019
    Other
    $22,988
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $141,519 related
    Bonus
    not reported + $1,500 related
    Other
    not reported
    Deferred
    not reported + $6,978 related
    Nontaxable benefits
    not reported + $16,010 related
    Filer's total
    not reported + $166,007 related

  • Katelyn Bernston Siegel

    President

    Total calculated
    $113,362
    From this org
    $0
    From related orgs
    $82,581
    Other
    $30,781
    Hours/week
    0.1 + 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

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.

  • SOUTH WINERY ASSOCIATES LP

    RELATED · LOW-INC HSG · CA · 99% owned · share of income -$66 · general or managing partner

    Directly controlled by 68-0364561

  • CRESCENT PARK EAH LP

    RELATED · LOW-INCOME HOUSING · CA · 99.99% owned · share of assets $18,512,805

    Directly controlled by 68-0364561

Related corporations and trusts

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

  • ECUMENICAL HOUSING CORPORATION

    C CORP · LOW-INCOME HOUSING · CA

  • EAH KUKUI GARDENS INC

    C CORP · LOW-INCOME HOUSING · CA

  • BELOVIDA CECILIA LLC

    C CORP · LOW-INCOME HOUSING · CA

  • HKI HIBISCUS HILLS LLC

    C CORP · LOW-INCOME HOUSING · HI

  • KALANI GARDENS LLC

    C CORP · LOW-INCOME HOUSING · HI

  • ORCHARDS EAH LLC

    C CORP · LOW-INCOME HOUSING · CA

  • AVENA BELLA II EAH LLC

    C CORP · LOW-INCOME HOUSING · CA

  • HKI NOHONA LLC

    C CORP · LOW-INCOME HOUSING · HI

  • KUKUI TOWER LLC

    C CORP · LOW-INCOME HOUSING · HI

  • HKI KAWILI LLC

    C CORP · LOW-INCOME HOUSING · HI

Provenance

Return type
form_990
Tax year
2023
Filed
20 June 2024
IRS schema version
2023v5.1
Source object
202422069349300127

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