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CARITAS AFFORDABLE HOUSING INC

EIN 33-0829212 IRVINE, CA

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.

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 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 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 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 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 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 Redwitz

    CEO & CHAIRMAN OF BOARD

    Total calculated
    $0
    Hours/week
    1 + 8 related
  • Carol McDermott

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Christine Dunfey

    CO-CHAIR & BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Tim Cannon

    SECRETARY & BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Robert Thiergartner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Tom Redwitz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jennifer 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

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

Declared as related by

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.