Civic Intelligence

Calabasas Housing Foundation

EIN 95-3927721 • Chatsworth, CA

9509 Vassar Avenue AChatsworth, CA 91311
Siviq Scores

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

Liabilities / Assets

96th percentile

1.54x

Higher debt load relative to assets than 96% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

98th percentile

3.27x

Higher debt load relative to revenue than 98% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

33rd percentile

-9.5%

Higher net margin than 33% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2017

Asset Growth

47th percentile

-3.7%

Faster asset growth than 47% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$412,354

Down $15,836 (-3.7%) from 2023

Liabilities

Down

$651,106

Down $6,574 (-1.0%) from 2023

Net Assets

Down

-$238,752

Down $9,262 (-4.0%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin33rd percentile

Revenue

Up

$217,547

Up $16,698 (+8.3%) from 2023

Expenses

Up

$226,809

Up $6,887 (+3.1%) from 2023

Net Income

Up

-$9,262

Up $9,811 (+51%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$1.0M$500K$0-$500KAssets 2010: $620,521Liabilities 2010: $891,454Net Assets 2010: -$270,9332010Assets 2011: $606,319Liabilities 2011: $885,385Net Assets 2011: -$279,0662011Assets 2012: $610,412Liabilities 2012: $884,996Net Assets 2012: -$274,5842012Assets 2013: $596,450Liabilities 2013: $871,353Net Assets 2013: -$274,9032013Assets 2014: $567,319Liabilities 2014: $860,242Net Assets 2014: -$292,9232014Assets 2015: $548,486Liabilities 2015: $844,960Net Assets 2015: -$296,4742015Assets 2016: $530,837Liabilities 2016: $834,123Net Assets 2016: -$303,2862016Assets 2017: $519,144Liabilities 2017: $830,522Net Assets 2017: -$311,3782017Assets 2018: $512,250Liabilities 2018: $822,980Net Assets 2018: -$310,7302018Assets 2019: $490,121Liabilities 2019: $772,265Net Assets 2019: -$282,1442019Assets 2020: $482,514Liabilities 2020: $753,744Net Assets 2020: -$271,2302020Assets 2021: $516,280Liabilities 2021: $770,681Net Assets 2021: -$254,4012021Assets 2022: $444,589Liabilities 2022: $691,481Net Assets 2022: -$246,8922022Assets 2023: $428,190Liabilities 2023: $657,680Net Assets 2023: -$229,4902023Assets 2024: $412,354Liabilities 2024: $651,106Net Assets 2024: -$238,7522024

Highlighted filing

2024

Assets$412,354
Liabilities$651,106
Net Assets-$238,752
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $186,8022010Expenses 2011: $185,3792011Expenses 2012: $179,5472012Expenses 2013: $185,0522013Revenue 2014: $178,721Expenses 2014: $196,741Net Income 2014: -$18,0202014Revenue 2015: $176,767Expenses 2015: $185,727Net Income 2015: -$8,9602015Revenue 2016: $179,654Expenses 2016: $186,466Net Income 2016: -$6,8122016Revenue 2017: $180,730Expenses 2017: $188,822Net Income 2017: -$8,0922017Revenue 2018: $186,209Expenses 2018: $185,561Net Income 2018: $6482018Revenue 2019: $186,355Expenses 2019: $196,417Net Income 2019: -$10,0622019Revenue 2020: $188,099Expenses 2020: $209,064Net Income 2020: -$20,9652020Revenue 2021: $185,599Expenses 2021: $208,659Net Income 2021: -$23,0602021Revenue 2022: $171,888Expenses 2022: $211,836Net Income 2022: -$39,9482022Revenue 2023: $200,849Expenses 2023: $219,922Net Income 2023: -$19,0732023Revenue 2024: $217,547Expenses 2024: $226,809Net Income 2024: -$9,2622024

Highlighted filing

2024

Revenue$217,547
Expenses$226,809
Net Income-$9,262
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$412,354
Liabilities
$651,106
Net assets
-$238,752
Revenue
$217,547
Expenses
$226,809
Net income
-$9,262
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.12$6.51$2.39$2.18$2.27$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.28$6.58$2.29$2.01$2.20$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.45$6.91$2.47$1.72$2.12$0.40
2021Detailed filing. Detailed filing data is available for this year.$5.16$7.71$2.54$1.86$2.09$0.23
2020Detailed filing. Detailed filing data is available for this year.$4.83$7.54$2.71$1.88$2.09$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.90$7.72$2.82$1.86$1.96$0.10
2018Detailed filing. Detailed filing data is available for this year.$5.12$8.23$3.11$1.86$1.86$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.19$8.31$3.11$1.81$1.89$0.08
2016Detailed filing. Detailed filing data is available for this year.$5.31$8.34$3.03$1.80$1.86$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.48$8.45$2.96$1.77$1.86$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.67$8.60$2.93$1.79$1.97$0.18
2013Detailed filing. Detailed filing data is available for this year.$5.96$8.71$2.75$1.85
2012Detailed filing. Detailed filing data is available for this year.$6.10$8.85$2.75$1.80
2011Detailed filing. Detailed filing data is available for this year.$6.06$8.85$2.79$1.85
2010Detailed filing. Detailed filing data is available for this year.$6.21$8.91$2.71$1.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 29, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET ROSE SHULTZVice President-$0--
BRANDON FEITELSONSecretary/Treasurer-$0--
KEVIN P MCCARTHYDirector-$0--
PAUL MILLERPresident-$0--
LORI ANDERSONChief Executive Officer-$0--
Filing and Contact Details

Filer

Filer Name
Calabasas Housing Foundation
EIN
95-3927721
Phone
8187822211
Address
9509 VASSAR AVENUE A, CHATSWORTH, CA 91311

Signing Officer

Name
Joseph Simoneschi
Title
CFO
Phone
8187822211
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Hinricher & Cousino Llp
Address
3275 OLD CONEJO ROAD, THOUSAND OAKS, CA 91320
Preparer
Brian Cousino
Phone
8054961883
Raw XML AppendixShowing 400 of 411 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARGARET ROSE SHULTZ
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt15
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0TO PROVIDE HOUSING FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1TO PROVIDE HOUSING FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOSEPH SIMONESCHI
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0300 N LOS ANGELES STREET 4054
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090012
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0192900
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0801
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1143884
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TENANT DEPOSITS HELD IN TRUST
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1REPLACEMENT RESERVE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0814
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1159211
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0814
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1159211
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc19MAINTENANCE STAFF COMPENSATION
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt170
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt180
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt190
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04176
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt19150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt210553
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt310526
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt42542
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt56037
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt627182
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt76839
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt81948
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt922419
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt102055
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt111542
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt128880
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt132575
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt143062
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt156168
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1611351
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1715544
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1837
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1913160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04176
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210553
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt310526
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42542
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt56037
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt627182
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt76839
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt81948
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt922419
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt102055
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111542
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt128880
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt132575
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt143062
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt156168
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1715544
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1837
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1913160
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01512
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1801
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ACCRUED INTEREST
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1TENANT SECURITY DEPOSITS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01169
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1814
TaxesSchedule/TaxesDetail/Amt01017
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01017
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH SIMONESCHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08187822211
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALABASAS HOUSING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALA
ReturnHeader/Filer/EIN0953927721
ReturnHeader/Filer/PhoneNum08187822211
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ReturnHeader/Filer/USAddress/CityNm0CHATSWORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091311
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770291466
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HINRICHER & COUSINO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03275 OLD CONEJO ROAD

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