- Revenue 2024
- $16,315,578
- Expenses 2024
- $13,032,194
Program services were 98.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- L20
- Classification
- 1000
- Street
- 3 PARK PLZ STE 1700
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
6 other organizations in the IRS Business Master File list the same street address. matched by us
This address is a suite or unit (STE 1700). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
-
CALIFORNIA HEALTH MEDICAL RESERVE CORPS
EIN 47-4432518
-
CARITAS CORPORATION
EIN 33-0694603
-
CARITAS FOUNDATION
EIN 47-4047515
-
IRVINE HEALTH FOUNDATION
EIN 33-0141599
-
MILDRED & MARIAN KIGER FOUNDATION
EIN 20-5578380
-
ORANGE COUNTY GANG REDUCTION AND INTERVENTION PARTNERSHIP
EIN 46-2600505
Mission and programs · 2024
Mission
CARITAS AFFORDABLE HOUSING, INC. IS A NONPROFIT ORGANIZATION WHOSE GOAL IS TO PROVIDE AND MAINTAIN QUALITY, AFFORDABLE HOUSING THROUGH THE ACQUISTION OF MOBILE HOME PARKS. WITH THE INCREASING NUMBER OF HOUSEHOLDS ON FIXED OR LIMITED INCOMES AND WITH THE SCARCITY OF RELIABLE, LONG-TERM, REASONABLY PRICED HOUSING, CARITAS ENDEAVORS TO CREATE VIBRANT COMMUNITIES WHERE QUALITY OF LIFE, RESIDENT INVOLVEMENT, AND CARING ARE PRIORITIES.
Activities or mission (Part I)
ASSIST LOCAL GOVERNMENTS BY PROVIDING AFFORDABLE HOUSING.
-
EXEMPT PURPOSE ACHIEVEMENTS OF CARITAS AFFORDABLE HOUSING, INC. INCLUDE THE OWNERSHIP AND OPERATION OF NINE AFFORDABLE HOUSING PROJECTS LOCATED IN THE CALIFORNIA CITIES OF BREA, LANCASTER, ROHNERT PARK, VISTA, YUCCA VALLEY AND NORTH LAKEPORT, WHICH HAVE AN UNFULFILLED STATUTORY OBLIGATION TO PROVIDE AFFORDABLE HOUSING. THERE ARE A TOTAL OF 100 MOBILE HOME SPACES AVAILABLE FOR RENT IN THE CITY OF BREA, 852 SPACES AVAILABLE FOR RENT IN LANCASTER, 285 SPACES AVAILABLE FOR RENT IN ROHNERT PARK, 266 SPACES AVAILABLE FOR RENT IN VISTA, 164 SPACES AVAILABLE FOR RENT IN THE CITY OF YUCCA VALLEY AND 67 SPACES AVAILABLE FOR RENT IN THE CITY OF NORTH LAKEPORT. THE CORPORATION IS UNDER THE DIRECTION OF THE CARITAS CORPORATION, THE ASSISTANCE CORPORATION (AN EXEMPT ORGANIZATION).
Expenses $12,776,889 · Revenue $15,823,024
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Therese BejotteTHERESE BEJOTTE
CHIEF OPERATING OFFICER
- Total calculated
- $256,119
- From this org
- $0
- From related orgs
- $237,916
- Other
- $18,203
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $237,916 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $3,304 related
- Nontaxable benefits
- $0 + $14,898 related
- Filer's total
- $0 + $256,118 related
-
Penny SernaPENNY SERNA
CHIEF FINANCIAL OFFICER
- Total calculated
- $173,277
- From this org
- $0
- From related orgs
- $163,582
- Other
- $9,695
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $163,582 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $2,337 related
- Nontaxable benefits
- $0 + $7,358 related
- Filer's total
- $0 + $173,277 related
-
Gabe ChavezGABE CHAVEZ
VP OF DEVELOPMENT
- Total calculated
- $151,120
- From this org
- $0
- From related orgs
- $148,992
- Other
- $2,128
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $148,992 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $2,128 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $151,120 related
-
John WoolleyJOHN WOOLLEY
CHIEF INVESTMENT OFFICER
- Total calculated
- $137,469
- From this org
- $0
- From related orgs
- $137,249
- Other
- $220
- Hours/week
- 1 + 40 related
-
Samantha McCullaghSAMANTHA MCCULLAGH
CHIEF MISSION OFFICER
- Total calculated
- $111,419
- From this org
- $0
- From related orgs
- $110,047
- Other
- $1,372
- Hours/week
- 1 + 40 related
-
Robert R RedwitzROBERT R REDWITZ
CEO & CHAIRMAN OF BOARD
- Total calculated
- $0
- Hours/week
- 1 + 8 related
-
Carol McDermottCAROL MCDERMOTT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Christine DunfeyCHRISTINE DUNFEY
CO-CHAIR & BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tim CannonTIM CANNON
SECRETARY & BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert ThiergartnerROBERT THIERGARTNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tom RedwitzTOM REDWITZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer E RivaJENNIFER E RIVA
VP OF FINANCE
- Total calculated
- $0
- Hours/week
- 1 + 2 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $16,315,578
- Expenses
- $13,032,194
- Contributions
- $17,044
- Grants paid
- $0
-
2023
- Revenue
- $14,749,521
- Expenses
- $12,875,669
- Contributions
- $28,031
- Grants paid
- $0
-
2022
- Revenue
- $14,043,516
- Expenses
- $12,696,673
- Contributions
- $73,657
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $13,609,405
- Expenses
- $12,260,343
- Assets (EOY)
- $83,933,576
-
2020 · 990
- Revenue
- $13,512,809
- Expenses
- $12,384,416
- Assets (EOY)
- $83,448,357
-
2019 · 990
- Revenue
- $13,232,737
- Expenses
- $12,007,909
- Assets (EOY)
- $84,001,296
-
2018 · 990
- Revenue
- $12,949,362
- Expenses
- $11,815,773
- Assets (EOY)
- $83,448,574
-
2017 · 990
- Revenue
- $12,550,766
- Expenses
- $11,781,630
- Assets (EOY)
- $82,401,812
-
2016 · 990
- Revenue
- $12,243,337
- Expenses
- $11,565,730
- Assets (EOY)
- $81,903,221
-
2015 · 990
- Revenue
- $12,078,693
- Expenses
- $13,087,725
- Assets (EOY)
- $81,264,002
-
2012 · 990
- Revenue
- not reported
- Expenses
- $8,764,234
- Assets (EOY)
- $61,323,010
-
2011 · 990
- Revenue
- not reported
- Expenses
- $9,010,230
- Assets (EOY)
- $61,706,377
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
$43,676
2022 PROVIDE ASSISTANCE FOR PARK MAINTENANCE EXPENSES.
-
$19,653
2023 PROVIDE RENTAL ASSISTANCE FOR PARK RESIDENTS
-
$18,482
2022 PROVIDE RENTAL ASSISTANCE FOR PARK RESIDENTS
-
$17,044
2024 PROVIDE RENTAL ASSISTANCE FOR PARK RESIDENTS, PARK MAINTENANCE, AND RECREATIONAL ACTIVITIES
-
$12,302
2023 PROVIDE ASSISTANCE FOR PARK MAINTENANCE EXPENSES AND RECREATIONAL ACTIVITIES FOR RESIDENTS.
-
$11,499
2022 PROVIDE RECREATIONAL ACTIVITIES FOR RESIDENTS OF PARKS.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
501(C)(3) · SUPPORT ORG & PROVIDE AFFORDABLE HOUSING · CA
-
501(C)(3) · SUPPORT UNDERSERVED COMMUNITY THROUGH RENT ASSISTANCE AND EDUCATION PROGRAMS · CA
Declared as related by
-
On its 2024 return
-
On its 2024 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility SOUNK.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.