- Revenue 2024
- $34,153,634
- Expenses 2024
- $33,437,778
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- S31Z
- Classification
- 1000
- Street
- 8989 RIO SAN DIEGO DR STE 100
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).
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.
-
MADDY KILKENNY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
STEPHEN RUSSELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
TINA NGO BARTEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
VICTOR AVINA
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
THEODORE SHAW
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
ANDREW PHILLIPS
PRESIDENT & CEO
- Total calculated
- $330,139
- From this org
- $0
- From related orgs
- $291,197
- Other
- $38,942
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $243,077 related
- Bonus
- $0 + $47,000 related
- Other
- $0 + $1,120 related
- Deferred
- $0 + $14,585 related
- Nontaxable benefits
- $0 + $24,357 related
- Filer's total
- $0 + $330,139 related
-
LISA GREESON
EVP, ADMINISTRATION
- Total calculated
- $257,049
- From this org
- $0
- From related orgs
- $211,986
- Other
- $45,063
- Hours/week
- 40 + 0.5 related
Schedule J breakdown matched by us
- Base
- $0 + $176,212 related
- Bonus
- $0 + $35,000 related
- Other
- $0 + $774 related
- Deferred
- $0 + $10,573 related
- Nontaxable benefits
- $0 + $34,490 related
- Filer's total
- $0 + $257,049 related
-
DANIEL KAY
EVP, CONSTRUCTION & ENGINEE
- Total calculated
- $248,455
- From this org
- $0
- From related orgs
- $219,196
- Other
- $29,259
- Hours/week
- 40 + 0.5 related
Schedule J breakdown matched by us
- Base
- $0 + $187,693 related
- Bonus
- $0 + $30,000 related
- Other
- $0 + $1,503 related
- Deferred
- $0 + $11,262 related
- Nontaxable benefits
- $0 + $17,997 related
- Filer's total
- $0 + $248,455 related
-
THADDIUS MICHAEL LENGYEL
VP, LENDING & INVESTMENT
- Total calculated
- $239,441
- From this org
- $0
- From related orgs
- $206,934
- Other
- $32,507
- Hours/week
- 40 + 0.5 related
Schedule J breakdown matched by us
- Base
- $0 + $162,308 related
- Bonus
- $0 + $36,304 related
- Other
- $0 + $8,322 related
- Deferred
- $0 + $9,739 related
- Nontaxable benefits
- $0 + $22,768 related
- Filer's total
- $0 + $239,441 related
-
GARY BOSSE
VP, CONSTRUCTION & ENGINEE
- Total calculated
- $250,644
- From this org
- $0
- From related orgs
- $201,701
- Other
- $48,943
- Hours/week
- 40 + 0.5 related
Schedule J breakdown matched by us
- Base
- $0 + $181,612 related
- Bonus
- $0 + $18,000 related
- Other
- $0 + $2,089 related
- Deferred
- $0 + $10,897 related
- Nontaxable benefits
- $0 + $38,046 related
- Filer's total
- $0 + $250,644 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 — 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
- $34,153,634
- Expenses
- $33,437,778
- Contributions
- $32,479,810
- Grants paid
- $500,000
-
2023
- Revenue
- $37,833,041
- Expenses
- $36,700,224
- Contributions
- $35,897,210
- Grants paid
- $0
-
2022
- Revenue
- $20,067,136
- Expenses
- $20,038,851
- Contributions
- $19,040,497
- 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.
Grants made
-
$500,000
2024 FUNDING TO SUPPORT OPERATING COSTS
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
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) · NMTC ENTITY & CDFI LOANS · CA
Declared as related by
-
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 10 September 2026, under deductibility PC.
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.