Civic Intelligence

Terrace Gardens Inc

EIN 77-0158519 • 501(c)3 • Milpitas, CA

Profile

The public purposes for which this corporation is organized include the development and management of low and moderate income housing in the state of california.

186 Beresford CourtMilpitas, CA 95035

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.04x

Higher debt load relative to assets than 27% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.15x

Higher debt load relative to revenue than 40% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

51st percentile

4.8%

Higher net margin than 51% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

37th percentile

1.4%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

5.9%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$10,637,121

Up $144,384 (+1.4%) from 2023

Liabilities

Up

$410,719

Up $11,227 (+2.8%) from 2023

Net Assets

Up

$10,226,402

Up $133,157 (+1.3%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin51st percentile

Revenue

Up

$2,762,890

Up $155,145 (+5.9%) from 2023

Expenses

Up

$2,629,733

Up $108,392 (+4.3%) from 2023

Net Income

Up

$133,157

Up $46,753 (+54%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $10,370,611Liabilities 2010: $166,188Net Assets 2010: $10,204,4232010Assets 2011: $10,404,334Liabilities 2011: $207,094Net Assets 2011: $10,197,2402011Assets 2012: $10,419,379Liabilities 2012: $193,723Net Assets 2012: $10,225,6562012Assets 2013: $10,549,705Liabilities 2013: $327,044Net Assets 2013: $10,222,6612013Assets 2014: $10,555,436Liabilities 2014: $223,721Net Assets 2014: $10,331,7152014Assets 2015: $10,173,433Liabilities 2015: $198,458Net Assets 2015: $9,974,9752015Assets 2016: $10,241,408Liabilities 2016: $258,446Net Assets 2016: $9,982,9622016Assets 2017: $10,280,844Liabilities 2017: $263,562Net Assets 2017: $10,017,2822017Assets 2018: $10,352,869Liabilities 2018: $224,383Net Assets 2018: $10,128,4862018Assets 2019: $10,327,000Liabilities 2019: $294,685Net Assets 2019: $10,032,3152019Assets 2020: $10,393,067Liabilities 2020: $319,330Net Assets 2020: $10,073,7372020Assets 2021: $10,407,422Liabilities 2021: $326,038Net Assets 2021: $10,081,3842021Assets 2022: $10,437,260Liabilities 2022: $430,419Net Assets 2022: $10,006,8412022Assets 2023: $10,492,737Liabilities 2023: $399,492Net Assets 2023: $10,093,2452023Assets 2024: $10,637,121Liabilities 2024: $410,719Net Assets 2024: $10,226,4022024

Highlighted filing

2024

Assets$10,637,121
Liabilities$410,719
Net Assets$10,226,402
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,692,4392010Expenses 2011: $1,652,7082011Expenses 2012: $1,702,3282012Revenue 2013: $1,782,170Expenses 2013: $1,785,165Net Income 2013: -$2,9952013Revenue 2014: $1,920,250Expenses 2014: $1,811,196Net Income 2014: $109,0542014Revenue 2015: $1,908,765Expenses 2015: $2,265,505Net Income 2015: -$356,7402015Revenue 2016: $2,010,184Expenses 2016: $2,002,197Net Income 2016: $7,9872016Revenue 2017: $2,098,923Expenses 2017: $2,064,603Net Income 2017: $34,3202017Revenue 2018: $2,227,407Expenses 2018: $2,116,203Net Income 2018: $111,2042018Revenue 2019: $2,272,649Expenses 2019: $2,253,930Net Income 2019: $18,7192019Revenue 2020: $2,410,848Expenses 2020: $2,369,426Net Income 2020: $41,4222020Revenue 2021: $2,369,095Expenses 2021: $2,361,448Net Income 2021: $7,6472021Revenue 2022: $2,340,403Expenses 2022: $2,414,946Net Income 2022: -$74,5432022Revenue 2023: $2,607,745Expenses 2023: $2,521,341Net Income 2023: $86,4042023Revenue 2024: $2,762,890Expenses 2024: $2,629,733Net Income 2024: $133,1572024

Highlighted filing

2024

Revenue$2,762,890
Expenses$2,629,733
Net Income$133,157
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,637,121
Liabilities
$410,719
Net assets
$10,226,402
Revenue
$2,762,890
Expenses
$2,629,733
Net income
$133,157
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.41$10.2$2.76$2.63$0.13
2023Detailed filing. Detailed filing data is available for this year.$10.5$0.40$10.1$2.61$2.52$0.09
2022Detailed filing. Detailed filing data is available for this year.$10.4$0.43$10.0$2.34$2.41$0.07
2021Detailed filing. Detailed filing data is available for this year.$10.4$0.33$10.1$2.37$2.36$0.01
2020Detailed filing. Detailed filing data is available for this year.$10.4$0.32$10.1$2.41$2.37$0.04
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.29$10.0$2.27$2.25$0.02
2018Detailed filing. Detailed filing data is available for this year.$10.4$0.22$10.1$2.23$2.12$0.11
2017Detailed filing. Detailed filing data is available for this year.$10.3$0.26$10.0$2.10$2.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$10.2$0.26$9.98$2.01$2.00$0.01
2015Detailed filing. Detailed filing data is available for this year.$10.2$0.20$9.97$1.91$2.27$0.36
2014Detailed filing. Detailed filing data is available for this year.$10.6$0.22$10.3$1.92$1.81$0.11
2013Detailed filing. Detailed filing data is available for this year.$10.5$0.33$10.2$1.78$1.79$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.19$10.2$1.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.21$10.2$1.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.17$10.2$1.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 28, 2025
Return Version
2024v5.2
Gross Receipts
$2,762,890
Mission and Program Overview

Mission

The public purposes for which this corporation is organized include the development and management of low and moderate income housing in the state of california.

The development and management of low and moderate income housing in the state of california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,597,374$6,600,735▲ $3,361
Pledges and Grants Receivable$131,188$199,999▲ $68,811
Prepaid Expenses and Deferred Charges$20,968$112,919▲ $91,951
Cash and Non-Interest-Bearing Accounts$129,843$56,213▼ $73,630
Savings and Temporary Cash Investments$9,845$9,957▲ $112
Accounts Receivable$818$342▼ $476
Total Assets$10,492,737$10,637,121▲ $144,384
Other Assets Total$3,602,701$3,656,956▲ $54,255
Liabilities
Accounts Payable and Accrued Expenses$322,615$328,825▲ $6,210
Other Liabilities$76,600$76,200▼ $400
Deferred Revenue$277$5,694▲ $5,417
Total Liabilities$399,492$410,719▲ $11,227
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,092,441$10,225,598▲ $133,157
Net Assets With Donor Restrictions$804$804→ $0
Total Net Assets Fund Balance$10,093,245$10,226,402▲ $133,157
Total Liabilities and Net Assets / Fund Balance$10,492,737$10,637,121▲ $144,384

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,018,637$10,611,617$15,630,254
Land$1,565,277-$1,565,277
Other Land Buildings$11,123$429,966$441,089
Equipment$5,698$66,518$72,216
Other Assets Org$76,697--
Compensation and Service Providers
Top Officer Pay24th percentile

Board Members and Trustees

NameTitle
Jill KauffmanPresident
Thomas ValoreVice President (start 03/24)
Dolores HoveyVice President (thru 03/24)
James NicholsDirector
Marsha GrilliDirector
Nasir LalaniDirector
Yolie GarciaDirector
Deepka LalwaniDirector (thru 05/24)
Steven SharpSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Morrison Management SpecialFood Management ServicesPO BOX 102289, Atlanta, GA 30368-2289$746,202
John Stewart CompanyProperty Management Services104 WHISPERING PINES DR STE 200, Scotts Valley, CA 95066$697,525
USA Empire Remodels INCRemodeling Services1707 LITTLE ORCHARD ST UNIT B, San Jose, CA 95125$392,155
Revenue and Support

Revenue Composition

Contributions and Grants
$199,939
Program Service Revenue
$2,434,528
Investment Income
$128,423
Other Revenue
$0
Change in Net Assets
$133,157

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,762,890
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,762,890
Total Revenue per Form 990
$2,762,890
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,022,782
Salaries, Compensation, and Employee Benefits$606,951
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$474,816--$474,816
Depreciation Depletion$363,839--$363,839
Occupancy$315,377--$315,377
Fees for Services Other$255,059--$255,059
Office Expenses$100,283--$100,283
Insurance$90,170--$90,170
Other Employee Benefits$86,124--$86,124
Fees for Services Management-$75,804-$75,804
Payroll Taxes$38,672--$38,672
Fees for Services Accounting-$37,186-$37,186
Information Technology$9,734--$9,734
Pension Plan Contributions$7,339--$7,339
Conferences and Meetings-$2,897-$2,897
Advertising$2,567--$2,567
Other Expenses$2,376--$2,376
Travel$684--$684
Fees for Services Legal$648--$648
Total Functional Expenses$2,513,846$115,887$0$2,629,733

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,629,733
Total Expenses per Audited Statements$2,629,733
Total Expenses per Form 990$2,629,733
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenants Security Deposits$76,200
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization used a management company to perform all management duties and under the direct supervision of the board of directors. Such management duties include hiring, firing, and supervising, planning or executing budgets or financial operations.”

Form 990, Part VI, Section A, Line 4

“The terrace gardens, inc. Amended and restated its bylaws that took effect on june 17, 2024 to reflect updates in its organizational structure. As membership in the organization is limited from nine (9) to seven (7) members of board of directors, it is noted that four (4) directors must be residents of the city of milpitas at the time of their appointment. In the event that any of these directors cease to be residents of the city of milpitas then shall constitute automatic resignation as a director. The remaining three (3) shall be selected without regard to the criteria.”

Form 990, Part VI, Section A, Line 6

“Membership in the corporation shall, at all times, be limited to a board of directors consisting of up to seven (7)individuals.”

Form 990, Part VI, Section A, Line 7A

“Any vacancy or vacancies on the board of directors caused by expiration of term, death, resignation or removal shall be filled by action of the board in accordance with the criteria set forth in the bylaws at a special meeting called for that purpose.”

Form 990, Part VI, Section B, Line 11B

“The management company receives a pdf copy from the 990 return preparer, reviews the return and provides a copy for approval at the board meeting.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is reviewed annually.”

Form 990, Part VI, Section C, Line 19

“The financial statements and governing documents are available upon request.”

FROM 990, PART VI, SECTION B, LINE 14:

“The organizataion adopted the written document retention and destruction policy provided by the management company.”

Filing and Contact Details

Filer

Filer Name
Terrace Gardens Inc
EIN
77-0158519
Phone
8314385725
Address
186 BERESFORD COURT, MILPITAS, CA 95035

Signing Officer

Name
Jill Kauffman
Title
President
Phone
8314385725
Signed
2025-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jill Kauffman
Formed
1986
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
9

Preparer

Firm
Armanino Advisory LLC
Address
50 W SAN FERNANDO ST STE 500, SAN JOSE, CA 95113
Preparer
Wanwan Zhang
Phone
4082006400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the organization in its federal and state tax returns are more-likely-than-not to be sustained upon examination. The organization files information returns in the u.s. Federal jurisdiction and state of california. The organization's federal returns for the tax years 2021 and beyond remain subject to examination by the internal revenue service. The organization's california returns for the tax years 2020 and beyond remain subject to examination by the franchise tax board.”

Raw XML AppendixShowing 400 of 502 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0322615
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0328825
IRS990/AccountsReceivableGrp/BOYAmt0818
IRS990/AccountsReceivableGrp/EOYAmt0342
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE DEVELOPMENT AND MANAGEMENT OF LOW AND MODERATE INCOME HOUSING IN THE STATE OF CALIFORNIA.
IRS990/AdvertisingGrp/ProgramServicesAmt02567
IRS990/AdvertisingGrp/TotalAmt02567
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHN STEWART COMPANY
IRS990/BooksInCareOfDetail/PhoneNum08314385725
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0104 WHISPERING PINES DR SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0SCOTT VALLEY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095066
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0129843
IRS990/CashNonInterestBearingGrp/EOYAmt056213
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02897
IRS990/ConferencesMeetingsGrp/TotalAmt02897
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0746202
IRS990/ContractorCompensationGrp/CompensationAmt1697525
IRS990/ContractorCompensationGrp/CompensationAmt2392155
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 102289
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1104 WHISPERING PINES DR STE 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21707 LITTLE ORCHARD ST UNIT B
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ATLANTA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SCOTTS VALLEY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2SAN JOSE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0GA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd0303682289
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd195066
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd295125
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0MORRISON MANAGEMENT SPECIAL
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1JOHN STEWART COMPANY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2USA EMPIRE REMODELS INC
IRS990/ContractorCompensationGrp/ServicesDesc0FOOD MANAGEMENT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1PROPERTY MANAGEMENT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2REMODELING SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0199939
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0128423
IRS990/CYOtherExpensesAmt02022782
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02434528
IRS990/CYRevenuesLessExpensesAmt0133157
IRS990/CYSalariesCompEmpBnftPaidAmt0606951
IRS990/CYTotalExpensesAmt02629733
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02762890
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0277
IRS990/DeferredRevenueGrp/EOYAmt05694
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0363839
IRS990/DepreciationDepletionGrp/TotalAmt0363839
IRS990/Desc0THE ORGANIZATION DEVELOPS AND MANAGES THE OPERATIONS OF A RESIDENTIAL COMPLEX WHICH CONSISTS OF 148 RENTAL UNITS, 3 GUEST ROOMS, AND 2 STAFF UNITS. THE COMPLEX IS LOCATED IN THE CITY OF MILPITAS AND IS DEDICATED TO THE NEEDS OF ELDERLY PERSONS. A TOTAL OF 183 PEOPLE WERE SERVED DURING THE YEAR.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0804
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0804
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01826916
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt037186
IRS990/FeesForServicesAccountingGrp/TotalAmt037186
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0648
IRS990/FeesForServicesLegalGrp/TotalAmt0648
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt075804
IRS990/FeesForServicesManagementGrp/TotalAmt075804
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0255059
IRS990/FeesForServicesOtherGrp/TotalAmt0255059
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0JILL KAUFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1DOLORES HOVEY
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS VALORE
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVEN SHARP
IRS990/Form990PartVIISectionAGrp/PersonNm4YOLIE GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm5MARSHA GRILLI
IRS990/Form990PartVIISectionAGrp/PersonNm6NASIR LALANI
IRS990/Form990PartVIISectionAGrp/PersonNm7DEEPKA LALWANI
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES NICHOLS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT (THRU 03/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT (START 03/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR (THRU 05/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt0199939
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02762890
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt09734
IRS990/InformationTechnologyGrp/TotalAmt09734
IRS990/InsuranceGrp/ProgramServicesAmt090170
IRS990/InsuranceGrp/TotalAmt090170
IRS990/InvestmentIncomeGrp/ExclusionAmt0128423
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0128423
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011108101
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06597374
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06600735
IRS990/LandBldgEquipCostOrOtherBssAmt017708836
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PUBLIC PURPOSES FOR WHICH THIS CORPORATION IS ORGANIZED INCLUDE THE DEVELOPMENT AND MANAGEMENT OF LOW AND MODERATE INCOME HOUSING IN THE STATE OF CALIFORNIA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010093245
IRS990/NetAssetsOrFundBalancesEOYAmt010226402
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010092441
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010225598
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0315377
IRS990/OccupancyGrp/TotalAmt0315377
IRS990/OfficeExpensesGrp/ProgramServicesAmt0100283
IRS990/OfficeExpensesGrp/TotalAmt0100283
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03602701
IRS990/OtherAssetsTotalGrp/EOYAmt03656956
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt086124
IRS990/OtherEmployeeBenefitsGrp/TotalAmt086124
IRS990/OtherExpensesGrp/Desc0FOOD SERVICE COSTS
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2RECREATIONAL SUPPLIES
IRS990/OtherExpensesGrp/Desc3ADMINISTRATIVE MISC EXP
IRS990/OtherExpensesGrp/ProgramServicesAmt0686930
IRS990/OtherExpensesGrp/ProgramServicesAmt165169
IRS990/OtherExpensesGrp/ProgramServicesAmt214059
IRS990/OtherExpensesGrp/ProgramServicesAmt32376
IRS990/OtherExpensesGrp/TotalAmt0686930
IRS990/OtherExpensesGrp/TotalAmt165169
IRS990/OtherExpensesGrp/TotalAmt214059
IRS990/OtherExpensesGrp/TotalAmt32376
IRS990/OtherLiabilitiesGrp/BOYAmt076600
IRS990/OtherLiabilitiesGrp/EOYAmt076200
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0474816
IRS990/OtherSalariesAndWagesGrp/TotalAmt0474816
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt038672
IRS990/PayrollTaxesGrp/TotalAmt038672
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07339
IRS990/PensionPlanContributionsGrp/TotalAmt07339
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0131188
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0199999
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020968
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0112919
IRS990/PrincipalOfficerNm0JILL KAUFFMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2531390
IRS990/ProgramServiceRevenueGrp/BusinessCd3531390
IRS990/ProgramServiceRevenueGrp/Desc0RENT INCOME
IRS990/ProgramServiceRevenueGrp/Desc1FOOD SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2LAUNDRY & VENDING INCO
IRS990/ProgramServiceRevenueGrp/Desc3OTHER TENANTS SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01770460
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1653338
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25898
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt34832
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01770460
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1653338
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25898
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34832
IRS990/ProgSrvcAccomActy2Grp/Desc0FOOD SERVICES ARE PROVIDED FOR THE WELL-BEING OF THE ELDERLY TENANTS, FOR A NUMBER OF 183 PEOPLE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0686930
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0653338
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0173641
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt067082
IRS990/PYOtherExpensesAmt01969787
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02367022
IRS990/PYRevenuesLessExpensesAmt086404
IRS990/PYSalariesCompEmpBnftPaidAmt0551554
IRS990/PYTotalExpensesAmt02521341
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02607745
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0133157
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01781190
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09845
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09957
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0199939
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0173641
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026901
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt048816
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt090338
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0539635
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0128423
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt067082
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09333
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0832
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018424
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0224094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02434528
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02367022
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02304169
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02319447
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02302086
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011727252
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0128423
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt067082
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09333
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0832
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018424
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0224094
IRS990ScheduleA/InvestmentIncomeCYPct00.01790
IRS990ScheduleA/InvestmentIncomePYPct00.01130
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98210
IRS990ScheduleA/PublicSupportPY509Pct00.98870
IRS990ScheduleA/PublicSupportTotal509Amt012266887
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02634467
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02540663
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02331070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02368263
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02392424
IRS990ScheduleA/Total509Grp/TotalAmt012266887
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02762890
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02607745
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02340403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02369095
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02410848
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012490981
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt05018637
IRS990ScheduleD/BuildingsGrp/DepreciationAmt010611617
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt015630254
IRS990ScheduleD/EquipmentGrp/BookValueAmt05698
IRS990ScheduleD/EquipmentGrp/DepreciationAmt066518
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt072216
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02629733
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01565277
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01565277
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03579455
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1804
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt276697
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESTRICTED CASH FOR CARILLON MAINTENANCE FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2TENANTS SECURITY DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011123
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0429966
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0441089
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt076200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANTS SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02762890
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. THE ORGANIZATION'S FEDERAL RETURNS FOR THE TAX YEARS 2021 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS FOR THE TAX YEARS 2020 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06600735
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03656956
IRS990ScheduleD/TotalExpensesPerForm990Amt02629733
IRS990ScheduleD/TotalLiabilityAmt076200
IRS990ScheduleD/TotalRevenuePerForm990Amt02762890
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02762890

Document Assets

No mirrored PDF or thumbnail assets are attached yet.