Civic Intelligence

Petaluma Ecumenical Properties

990 • Fiscal year 2022 • EIN 94-2565270

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 14, 2023

Organization ProfileWWW.PEPHOUSING.ORG

View Organization Page

625 Acacia LaneSanta Rosa, CA 95409

(707) 762-2336

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

76th percentile

0.49x

Higher debt load relative to assets than 76% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

85th percentile

1.47x

Higher debt load relative to revenue than 85% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

80th percentile

31%

Higher net margin than 80% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

65th percentile

$226,672

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

78th percentile

28%

Faster revenue growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$23,521,285

Up $3,286,913 (+16%) from 2021

Net Assets

Up

$11,903,243

Up $2,379,047 (+25%) from 2021

Liabilities

Up

$11,618,042

Up $907,866 (+8.5%) from 2021

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin80th percentile

Revenue

Up

$7,903,970

Up $1,734,462 (+28%) from 2021

Expenses

Down

$5,430,779

Down $1,668 (-0.0%) from 2021

Net Income

Up

$2,473,191

Up $1,736,130 (+236%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $9,037,266Liabilities 2011: $4,462,892Net Assets 2011: $4,574,3842011Assets 2012: $8,099,610Liabilities 2012: $3,228,048Net Assets 2012: $4,871,5622012Assets 2013: $8,328,444Liabilities 2013: $2,750,123Net Assets 2013: $5,578,3212013Assets 2014: $9,213,066Liabilities 2014: $2,797,487Net Assets 2014: $6,415,5792014Assets 2015: $9,786,367Liabilities 2015: $3,089,626Net Assets 2015: $6,696,7412015Assets 2016: $9,862,054Liabilities 2016: $2,895,965Net Assets 2016: $6,966,0892016Assets 2017: $10,611,930Liabilities 2017: $3,020,534Net Assets 2017: $7,591,3962017Assets 2018: $11,640,360Liabilities 2018: $3,268,843Net Assets 2018: $8,371,5172018Assets 2019: $13,589,959Liabilities 2019: $5,003,586Net Assets 2019: $8,586,3732019Assets 2020: $12,791,712Liabilities 2020: $4,022,359Net Assets 2020: $8,769,3532020Assets 2021: $20,234,372Liabilities 2021: $10,710,176Net Assets 2021: $9,524,1962021Assets 2022: $23,521,285Liabilities 2022: $11,618,042Net Assets 2022: $11,903,2432022Assets 2023: $23,359,623Liabilities 2023: $11,331,578Net Assets 2023: $12,028,0452023Assets 2024: $12,778,744Liabilities 2024: $3,561,368Net Assets 2024: $9,217,3762024

Highlighted filing

2022

Assets$23,521,285
Liabilities$11,618,042
Net Assets$11,903,243
Open 2022 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0Revenue 2011: $2,374,798Expenses 2011: $1,605,760Net Income 2011: $769,0382011Revenue 2012: $2,017,697Expenses 2012: $1,760,824Net Income 2012: $256,8732012Revenue 2013: $2,556,243Expenses 2013: $1,879,293Net Income 2013: $676,9502013Revenue 2014: $3,311,384Expenses 2014: $2,521,872Net Income 2014: $789,5122014Revenue 2015: $3,091,085Expenses 2015: $2,791,942Net Income 2015: $299,1432015Revenue 2016: $3,002,427Expenses 2016: $2,736,155Net Income 2016: $266,2722016Revenue 2017: $3,330,120Expenses 2017: $2,732,676Net Income 2017: $597,4442017Revenue 2018: $3,620,752Expenses 2018: $2,802,346Net Income 2018: $818,4062018Revenue 2019: $3,412,862Expenses 2019: $3,243,859Net Income 2019: $169,0032019Revenue 2020: $5,161,265Expenses 2020: $5,007,093Net Income 2020: $154,1722020Revenue 2021: $6,169,508Expenses 2021: $5,432,447Net Income 2021: $737,0612021Revenue 2022: $7,903,970Expenses 2022: $5,430,779Net Income 2022: $2,473,1912022Revenue 2023: $6,565,425Expenses 2023: $6,461,775Net Income 2023: $103,6502023Revenue 2024: $8,137,886Expenses 2024: $6,357,472Net Income 2024: $1,780,4142024

Highlighted filing

2022

Revenue$7,903,970
Expenses$5,430,779
Net Income$2,473,191
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 14, 2023
Return Version
2022v5.0
Gross Receipts
$7,903,970
Mission and Program Overview

Mission

Dedicated to providing quality affordable housing, housing support services, and advocacy for the low-income community.

Pep housing, a nonprofit organization, develops and manages quality affordable housing and provides supportive services for older adults with limited incomes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,218,846$10,104,167▼ $114,679
Other Notes and Loans Receivable, Net$3,153,931$3,391,075▲ $237,144
Savings and Temporary Cash Investments$2,820,543$2,287,601▼ $532,942
Cash and Non-Interest-Bearing Accounts$375,688$1,320,272▲ $944,584
Investments in Publicly Traded Securities$779,423$695,210▼ $84,213
Accounts Receivable$168,457$115,533▼ $52,924
Prepaid Expenses and Deferred Charges$109,965$87,808▼ $22,157
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Investments Program Related$340,503$-176,235▼ $516,738
Total Assets$20,234,372$23,521,285▲ $3,286,913
Other Assets Total$2,267,016$5,695,854▲ $3,428,838
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,137,165$9,167,813▲ $30,648
Accounts Payable and Accrued Expenses$1,511,450$2,387,146▲ $875,696
Other Liabilities$61,561$63,083▲ $1,522
Total Liabilities$10,710,176$11,618,042▲ $907,866
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,197,928$11,823,434▲ $3,625,506
Net Assets With Donor Restrictions$1,326,268$79,809▼ $1,246,459
Total Net Assets Fund Balance$9,524,196$11,903,243▲ $2,379,047
Total Liabilities and Net Assets / Fund Balance$20,234,372$23,521,285▲ $3,286,913

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,548,379$3,358,887$10,907,266
Land$1,985,213-$1,985,213
Leasehold Improvements$407,061$648,639$1,055,700
Equipment$152,808$242,154$394,962
Other Land Buildings$10,706$204,773$215,479
Investment Program Related Org$-466,458--
Other Assets Org$158,867--
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary StompeExec Dir/a SecrFT$173,818$52,854$226,672
Sharon Patchin-redmanDirector of Humn RscFT$124,137$18,953$143,090
Jim WallenDirector of Hsg DevFT$121,723$17,213$138,936
Dominic RoybalDirector of Prop MgmtFT$120,205$10,977$131,182

Board Members and Trustees

NameTitle
Sean PrydenPresident
George SpragensVice President
Anna RoseDirector
Don RossDirector
Harry CoffeyDirector
Jeff MayneDirector
Joseph TinneyDirector
Roy MartinezDirector
Sid LiptonDirector
Arthur CooperFormer Director
Mary SavageSecretary
Ben PrydenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Business MateFinancial Consulting1565 BRUSH CREEK ROAD, Santa Rosa, CA 95404$102,666
Revenue and Support

Revenue Composition

Contributions and Grants
$2,375,308
Program Service Revenue
$5,259,837
Investment Income
$268,825
Other Revenue
$0
All Other Contributions
$653,310
Change in Net Assets
$2,473,191
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,676,280
Salaries, Compensation, and Employee Benefits$1,651,999
Grants and Similar Amounts Paid$102,500
Total Fundraising Expense$85,993
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$1,172,410$7,221$968$1,180,599
Other Salaries and Wages$903,034$232,672$22,642$1,158,348
Depreciation Depletion$313,889$7,027-$320,916
Current Officers, Directors, Trustees, and Key Employees$183,472$17,280$25,920$226,672
Fees for Services Other$170,839$18,429-$189,268
Other Employee Benefits$114,627$21,806$4,237$140,670
Grants to Domestic Orgs$102,500--$102,500
Payroll Taxes$80,692$17,981$3,494$102,167
Office Expenses$83,605$7,073$400$91,078
Information Technology$60,831$5,200-$66,031
Conferences and Meetings$36,482$3,708-$40,190
Fees for Services Accounting-$39,750-$39,750
All Other Expenses$29,666$1,084$211$30,961
Pension Plan Contributions$17,139$5,864$1,139$24,142
Other Expenses$16,829$1,414$26,982$18,243
Advertising$12,320$705-$13,025
Fees for Services Legal$9,259$998-$10,257
Travel$2,146$16-$2,162
Total Functional Expenses$4,956,558$388,228$85,993$5,430,779
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Caulfield Lane Senior Hsg IncSanta Rosa, CA501(c)(3)GNRL SUPPORT: LOW-INC HSG$102,500
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$63,083
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Sean pryden and ben pryden - brothers”

Form 990, Part VI, Section A, Line 4

“During 2022, both the articles of incorporation and the bylaws of the corporation were amended to change the name of the corporation to pep housing.”

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

“There is no review process for the form 990 by the board of directors. Form 990 is reviewed by the finance director and signed by a board officer.”

Form 990, Part VI, Section B, Line 15A

“The board of directors reviews comparable data and determines the executive director's compensation.”

Form 990, Part VI, Section B, Line 15B

“Board of directors reviews comparable data and determines executive directors compensation.”

Form 990, Part VI, Section C, Line 19

“Documents are sent by mail or email upon request.”

Filing and Contact Details

Filer

Filer Name
PEP Housing
EIN
94-2565270
Phone
7077622336
Address
625 Acacia Lane, Santa Rosa, CA 95409

Signing Officer

Name
Sean Pryden
Title
Chairperson
Signed
2023-09-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean Pryden
Formed
1978
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
49

Preparer

Firm
Spiteri Narasky & Daley LLP
Address
3470 Mt Diablo Blvd Suite A300, Lafayette, CA 94549
Preparer
Claude A Persons
Phone
9253762195
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Other program services 4: the corporation serves as a general partner or limited partner in four limited partnerships which provide a total of 156 total units of low-income housing located in petaluma and kentfield, california. The corporation also serves as the sole owner of one limited liability company which provides 49 units of low-income housing located in santa rosa, ca.”

Form 990, Page 4, Part V, Line 1A Explanation

“IN ADDITION TO THE EIGHTEEN 1099s ISSUED BY PEP HOUSING (PEP), 1099s were issued by the following Disregarded Single Member LLCs of which PEP is the sole member:VIGIL LIGHT SENIOR APARTMENTS LLC, FEIN 85-4169170 - 7 Form 1099PEP - 21 FORMS 1099Total Number of Forms issued = 28”

Financial Statement Notes

Part X : FIN48 Footnote

“PEP Housing and other not-for profit corporations have been granted tax-exempt status by the Internal Revenue Service, under Code Section 501(C)(3), and the California Franchise Tax Board under the Revenue and Taxation Code Section 23701(d). The income or loss from the partnerships is reported by the partners on their tax returns.No income tax provision has been included in the combined financial statements for the single member limited companies which are generally considered disregarded entities. The income and loss of the LLCs is included in the tax returns of their respective sole members. Only the annual California limited liability company minimum tax and the annual fee appear as expense in the combined financial statements.PEP Housing and affiliates believe that they have appropriate support for any tax positions taken, and as such, do not have any uncertain tax positions that are material to the financial statements. PEP and affiliates federal and state income tax and information returns for the years 2018 through 2021 are subject to examination by the regulatory agencies, generally for three years and four after they were filed for federal and state, respectively.”

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

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IRS990/Form990PartVIISectionAGrp/PersonNm14JEFF MAYNE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXEC DIR/A SECR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIR OF HUMN RSC
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIR. OF HSG DEV
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIR OF PROP MGMT
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Former Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
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IRS990/LandBldgEquipCostOrOtherBssAmt014558620
IRS990/LegalDomicileStateCd0CA
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0PEP HOUSING, A NONPROFIT ORGANIZATION, DEVELOPS AND MANAGES QUALITY AFFORDABLE HOUSING AND PROVIDES SUPPORTIVE SERVICES FOR OLDER ADULTS WITH LIMITED INCOMES.
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-94144
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IRS990/OperateHospitalInd0false
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04237
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt021806
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0114627
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0140670
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IRS990/OtherExpensesGrp/Desc2COMMUNITY RELATIONS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01414
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IRS990/OtherExpensesGrp/ProgramServicesAmt1100231
IRS990/OtherExpensesGrp/ProgramServicesAmt2131
IRS990/OtherExpensesGrp/ProgramServicesAmt316829
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IRS990/OtherExpensesGrp/TotalAmt1100231
IRS990/OtherExpensesGrp/TotalAmt227113
IRS990/OtherExpensesGrp/TotalAmt318243
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0232672
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0903034
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03494
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017981
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IRS990/PensionPlanContributionsGrp/FundraisingAmt01139
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05864
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt087808
IRS990/PrincipalOfficerNm0SEAN PRYDEN
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IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
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IRS990/ProgramServiceRevenueGrp/Desc2PROPERTY MANAGEMENT FEE
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IRS990/ProgramServiceRevenueGrp/Desc4TENANT SERVICES INCOME
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13336870
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2562630
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt437500
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13336870
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2562630
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3719483
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt437500
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CORPORATION SERVES AS A GENERAL PARTNER OR LIMITED PARTNER IN FOUR LIMITED PARTNERSHIPS WHICH PROVIDE A TOTAL OF 156 TOTAL UNITS OF LOW-INCOME HOUSING LOCATED IN PETALUMA AND KENTFIELD, CALIFORNIA. THE CORPORATION ALSO SERVES AS THE SOLE OWNER OF ONE LIMITED LIABILITY COMPANY WHICH PROVIDES 49 UNITS OF LOW-INCOME HOUSING LOCATED IN SANTA ROSA, CA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01546456
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0587314
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVISION OF DEVELOPMENT & CONSTRUCTION MANAGEMENT SERVICES IN THE DEVELOPMENT AND REHABILITAION OF AFFORDABLE HOUSING PROJECTS FOR THE BENEFIT OF LOW-INCOME SENIOR CITIZENS AND PERSONS WITH DISABILITIES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0743718
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0102500
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt03336870
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IRS990/PYContributionsGrantsAmt01898678

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,521,285
Liabilities
$11,618,042
Net assets
$11,903,243
Revenue
$7,903,970
Expenses
$5,430,779
Net income
$2,473,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.8$3.56$9.22$8.14$6.36$1.78
2023Detailed filing. Detailed filing data is available for this year.$23.4$11.3$12.0$6.57$6.46$0.10
2022Detailed filing. Detailed filing data is available for this year.$23.5$11.6$11.9$7.90$5.43$2.47
2021Detailed filing. Detailed filing data is available for this year.$20.2$10.7$9.52$6.17$5.43$0.74
2020Detailed filing. Detailed filing data is available for this year.$12.8$4.02$8.77$5.16$5.01$0.15
2019Detailed filing. Detailed filing data is available for this year.$13.6$5.00$8.59$3.41$3.24$0.17
2018Detailed filing. Detailed filing data is available for this year.$11.6$3.27$8.37$3.62$2.80$0.82
2017Detailed filing. Detailed filing data is available for this year.$10.6$3.02$7.59$3.33$2.73$0.60
2016Detailed filing. Detailed filing data is available for this year.$9.86$2.90$6.97$3.00$2.74$0.27
2015Detailed filing. Detailed filing data is available for this year.$9.79$3.09$6.70$3.09$2.79$0.30
2014Detailed filing. Detailed filing data is available for this year.$9.21$2.80$6.42$3.31$2.52$0.79
2013Detailed filing. Detailed filing data is available for this year.$8.33$2.75$5.58$2.56$1.88$0.68
2012Summary only. Only limited summary data is available for this year.$8.10$3.23$4.87$2.02$1.76$0.26
2011Summary only. Only limited summary data is available for this year.$9.04$4.46$4.57$2.37$1.61$0.77