THE@KELSEY

As filed

Subsection

03

NTEE code

L20

Classification

1000

Street

2 EMBARCADERO CTR FL 8

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

2 other organizations in the IRS Business Master File list the same street address. matched by us

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 ASSOCIATION FOR MICROENTERPRISE OPPORTUNITY

  EIN 94-3246306

• LAUDE INSTITUTE

  EIN 33-1387147

Mission and programs · 2024

• Advocacy and Field Building: Educating and mobilizing community members with and without disabilities to support policies that expand affordable, accessible, and inclusive housing; developing and disseminating Inclusive Design Standards; providing technical assistance to policymakers, developers, and practitioners; and convening stakeholders to advance inclusive housing practices.

  Expenses $742,638 · Revenue $121,012

• Housing Development: Designing, financing, and developing affordable, accessible, and inclusive housing with 25% of units reserved for people with disabilities; providing resident services and asset management to inclusive housing communities including the Inclusion Concierge program; and providing technical assistance related to inclusive design, operations, and housing development.

  Expenses $1,236,710 · Revenue $418,293

As filed on the 2024 return.

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.

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

  $2,831,877

  Expenses

  $2,824,862

  Contributions

  $2,238,676

  Grants paid

  $0

• 2023

  Revenue

  $2,025,215

  Expenses

  $2,062,043

  Contributions

  $1,983,880

  Grants paid

  $0

• 2022

  Revenue

  $6,212,775

  Expenses

  $1,378,779

  Contributions

  $6,057,544

  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

  $4,017,787

  Expenses

  $1,267,813

  Assets (EOY)

  $12,577,156

• 2020 · 990

  Revenue

  $3,552,027

  Expenses

  $793,057

  Assets (EOY)

  $5,455,026

• 2019 · 990

  Revenue

  $232,292

  Expenses

  $185,197

  Assets (EOY)

  $1,347,086

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

• MERCY HOUSING CALIFORNIA

  $1,000,000

  2023 · PASS THROUGH

• MERCY HOUSING CALIFORNIA

  $500,000

  2022 · PASS THROUGH

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $450,995

  2022 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $305,950

  2024 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $276,850

  2023 · For grant recipient's exempt purposes

• MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC

  $250,000

  2022 · UNRESTRICTED GENERAL SUPPORT

• SILICON VALLEY COMMUNITY FOUNDATION

  $210,000

  2022 · Education

• SILICON VALLEY COMMUNITY FOUNDATION

  $170,000

  2023 · Education

• VANGUARD CHARITABLE ENDOWMENT PROGRAM

  $145,000

  2023 · FOR RECIPIENT'S EXEMPT PURPOSE

• VANGUARD CHARITABLE ENDOWMENT PROGRAM

  $135,000

  2022 · FOR RECIPIENT'S EXEMPT PURPOSE

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files