2024-10-29T13:19:45-05:00 2023-12-31 946214841 ARMANINO ADVISORY LLC 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2023-01-01 770359848 CHARITIES HOUSING DEVELOPMENT CORP OF SANTA CLARA COUNTY CHAR 4085508301 1400 PARKMOOR AVE 190 SAN JOSE CA 95126 TERRI FUKUDA CONTROLLER 4085508300 2024-10-29 1 1 MATTHEW PETROSKI P00853132 4082006400 2024-10-28 2023 2024-10-15 13:58:12Z DAN WU 1400 PARKMOOR AVE 190 SAN JOSE CA 95126 20480426 0 0928 X WWW.CHARITIESHOUSING.ORG X 1993 CA TO ACT AS A DEVELOPER OF PUBLICLY ASSISTED HOUSING FOR LOW TO MODERATE INCOME FAMILIES. 9 7 89 7 0 0 1676914 1876061 9624779 11940316 794330 5870110 151665 -611712 12247688 19074775 69815 73500 0 0 3772722 4441349 0 0 0 4156148 4622559 7998685 9137408 4249003 9937367 185399512 189452412 113350234 106175313 72049278 83277099 TO DEVELOP, PRESERVE, & MANAGE HIGH QUALITY AFFORDABLE HOUSING FOR LOW-INCOME INDIVIDUALS & THEIR FAMILIES. THROUGH SERVICE ENHANCED PROPERTY MANAGEMENT & STRUCTURED RESIDENT INVOLVEMENT, CHDC CONTRIBUTES TO THE HIGHEST STANDARDS OF HUMAN DIGNITY & PARTICIPATION. 0 0 1637974 23500 7814748 CHARITIES HOUSING DEVELOPMENT CORPORATION DEVELOPS QUALITY, AFFORDABLE, HOUSING FOR EXTREMELY LOW AND MODERATE-INCOME FAMILIES. 599246 1472712 THE ORGANIZATION IS CURRENTLY MANAGING 1,399 PUBLICLY ASSISTED HOUSING PROPERTIES (1,237 DIRECTLY MANAGED) AVAILABLE TO EXTREMELY LOW AND MODERATE-INCOME HOUSEHOLDS. THROUGH SERVICE-ENHANCED PROPERTY MANAGEMENT AND STRUCTURED RESIDENT INVOLVEMENT, CHDC CONTRIBUTES TO THE HIGHEST STANDARDS OF HUMAN DIGNITY AND PARTICIPATION IN OUR COMMUNITY.2,497 PERSONS WERE SERVED DURING THE YEAR. 5082360 50000 2661340 THE ORGANIZATION OWNS AND OPERATES 282 UNITS OF HOUSING FOR LOW AND MODERATE-INCOME HOUSEHOLDS. THROUGH SERVICE-ENHANCED PROPERTY MANAGEMENT AND STRUCTURED RESIDENT INVOLVEMENT, CHDC CONTRIBUTES TO THE HIGHEST STANDARDS OF HUMAN DIGNITY AND PARTICIPATION IN OUR COMMUNITY.332 PERSONS WERE SERVED DURING THE YEAR. 7319580 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 15 0 1 89 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 1 1 1 1 0 CA X TERRI FUKUDA 4085508300 1400 PARKMOOR AVENUE STE 190 SAN JOSE CA 95126 X MARK MIKL EXECUTIVE DIRECTOR 40.00 1.00 X X 237884 0 29510 GREG KEPFERLE PRESIDENT 1.00 40.00 X X 0 288000 37000 MIKE KASPERZAK CHAIR 1.00 1.00 X X 0 0 0 BRUCE KNOBLOCK SECRETARY 1.00 1.00 X X 0 0 0 LIHN DIPIPPA TREASURER 1.00 1.00 X X 0 0 0 PAUL BAKER BOARD MEMBER 1.00 1.00 X 0 0 0 HYOUNG CHONG BOARD MEMBER 1.00 1.00 X 0 0 0 OCTAVIO FARFAN BOARD MEMBER 1.00 1.00 X 0 0 0 CHRIS HUANG BOARD MEMBER 1.00 1.00 X 0 0 0 LISA CALDWELL ASST. SECRETARY/DIRECTOR OF PROP. MGMT 40.00 1.00 X 191153 0 20696 TERRI FUKUDA CONTROLLER 40.00 1.00 X 175498 0 24515 KATHLEEN ROBINSON DEPUTY EXECUTIVE DIRECTOR 40.00 1.00 X 225332 0 12131 MARVEL ANG SENIOR PROJECT MANAGER 40.00 1.00 X 173162 0 9454 CAROL MOWAT FINANCE MANAGER 40.00 1.00 X 161946 0 9071 MAGGIE LI ASSET MANAGER 40.00 1.00 X 156948 0 8745 HAI NGUYEN SR. PROJECT MANAGER 40.00 1.00 X 142583 0 12563 LARISA TROCHE ASSOC. DIR. OF PROPERTY MANAGEMENT 40.00 1.00 X 130935 0 26755 1595441 288000 190440 9 0 1 0 STUDIO E ARCHITECTS 2258 FIRST AVENUE SAN DIEGO CA 92101 ARCHITECT 1197073 BRANAGH INC 750 KEVIN COURT OAKLAND CA 94621 CONSTRUCTION, SURVEY & ENGINEERING 998813 DAHLIN GROUP INC 5865 OWENS DRIVE PLEASANTON CA 94588 ARCHITECT 938408 DEFENSE PROTECTION GROUP 660 MARKET STREET 300 SAN FRANCISCO CA 94104 SITE SECURITY 262332 ARMANINO LLP 2244 BLACH PLACE SUITE 100 SAN JOSE CA 95131 AUDIT/TAX PREP 167434 13 1696487 179574 1876061 DEVELOPMENT FEES 531390 7814748 7814748 RENTAL INCOME 532000 4418576 4418576 MANAGEMENT FEES 531390 1649116 1649116 LOSS ON PTR INVESTMENT 531390 -1942124 -1942124 11940316 1072312 1072312 785455 1405651 -620196 -620196 -620196 4797798 0 4797798 4797798 4797798 MISC INCOME 531110 8484 8484 8484 19074775 11948800 0 5249914 73500 73500 916718 594117 322601 2895433 2060408 835025 95744 63059 32685 265605 214767 50838 267849 188837 79012 27879 9369 18510 153629 66304 87325 290254 100303 189951 15379 13810 1569 300147 256916 43231 14734 9680 5054 431209 421417 9792 23389 15367 8022 35074 15985 19089 696092 696092 1154722 1153282 1440 198077 162127 35950 REPAIRS, MAINTENANCE AN 990300 990300 BAD DEBTS & PROJECT WRI 143906 89437 54469 MISC EXP 91738 88940 2798 RENT FREE UNIT 35280 35280 20750 283 20467 9137408 7319580 1817828 0 13439096 17881892 406847 45239 39770675 46132272 3259268 3219846 49259943 18933755 31196732 30326188 76978 8053715 9644112 89273179 82125885 185399512 189452412 1373097 1955410 400000 17254 20372 107059879 97930107 4900004 5869424 113350234 106175313 X 72049278 83277099 72049278 83277099 185399512 189452412 X 9937367 -33141 703399 620196 X 0 1 X 1 1 1 X 1059862 1519346 2092601 1676914 1876061 8224784 1059862 1519346 2092601 1676914 1876061 8224784 8224784 941208 905244 868581 794330 1072312 4581675 30771 4585 8484 43840 12850299 41811036 0.64000 0.61300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9044585 9044585 39020231 18058517 20961714 180001 138301 41700 932405 664751 267654 82721 72186 10535 30326188 INVESTMENTS IN PARTNERSHIPS 9644112 F 9644112 DEPOSITS 257268 RESERVES 3003546 PROJECTS IN DEVELOPMENT 78865071 82125885 ACCRUED INTEREST-NOTES PAYABLE 5474353 DEPOSIT LIABILITY 303423 DUE TO AFFILIATES 91648 5869424 X PART X, LINE 2: UNCERTAINTY IN INCOME TAXES - U.S. GAAP PROVIDES 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 CH IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. CH FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. CH'S FEDERAL RETURNS FOR THE TAX YEARS 2020 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. CH'S CALIFORNIA RETURNS FOR THE TAX YEARS 2019 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD. 1 ABODE SERVICES 40849 FREMONT BOULEVARD FREMONT CA 94538 943087060 501(C)(3) 50000 0 SUPPORT OF RELATED PROGRAM SERVICE CATHOLIC CHARITIES SANTA CLARA COUNTY 2625 ZANKER ROAD SUITE 201 SAN JOSE CA 95134 942762269 501(C)(3) 6000 0 EVENT SPONSORSHIP 2 0 PART I, LINE 2: THE ORGANIZATION DOES NOT MONITOR FUNDS GRANTED TO ANOTHER 501(C)(3) PUBLIC CHARITY. X X X 0 0 0 0 0 0 0 1 0 GREG KEPFERLE PRESIDENT 0 288000 0 0 0 0 0 17000 0 20000 0 325000 0 0 MARK MIKL EXECUTIVE DIRECTOR 207884 0 30000 0 0 0 11874 0 17636 0 267394 0 0 0 KATHLEEN ROBINSON DEPUTY EXECUTIVE DIRECTOR 207932 0 15000 0 2400 0 11106 0 1025 0 237463 0 0 0 LISA CALDWELL ASST. SECRETARY/DIRECTOR OF PROP. MG 175653 0 15500 0 0 0 9960 0 10736 0 211849 0 0 0 TERRI FUKUDA CONTROLLER 155498 0 20000 0 0 0 8979 0 15536 0 200013 0 0 0 MARVEL ANG SENIOR PROJECT MANAGER 163262 0 7500 0 2400 0 8554 0 900 0 182616 0 0 0 CAROL MOWAT FINANCE MANAGER 149546 0 10000 0 2400 0 8171 0 900 0 171017 0 0 0 MAGGIE LI ASSET MANAGER 144548 0 10000 0 2400 0 7723 0 1022 0 165693 0 0 0 LARISA TROCHE ASSOC. DIR. OF PROPERTY MANAGEMENT 124435 0 6500 0 0 0 6638 0 20117 0 157690 0 0 0 HAI NGUYEN SR. PROJECT MANAGER 135083 0 7500 0 0 0 7187 0 5376 0 155146 0 0 0 PART I, LINE 7 THERE IS A BONUS PLAN FOR CHARITIES HOUSING AVAILABLE FOR ALL MAIN OFFICE STAFF THAT HAVE BEEN WITH THE COMPANY AT LEAST 1 YEAR AS OF 12/31. THE BONUS IS BASED ON THE HIGHER OF 3 YEAR AVERAGE OF NET INCOME OR 15% OF DEVELOPER FEE OF CHARITIES HOUSING. THE BONUS ISN'T ACCRUED BUT PAID THE FOLLOWING YEAR - THE BONUS POOL IS APPROVED BY THE BOARD, THE ALLOCATION OF THE BONUS IS SUGGESTED BY THE EXEC. DIRECTOR AND APPROVED BY THE EXECUTIVE TEAM OF THE BOARD. FOR 2023 THE BONUS TOTAL WAS $212,000. FORM 990, PART VI, SECTION A, LINE 7B CATHOLIC CHARITIES HAS TO APPROVE ALL BOARD MEMBERS PRIOR TO JOINING THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B THE COMMITTEES DON'T HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY GENERALLY AND IF SO, IT IS GIVEN FOR SPECIFIC ACTIONS BY THE BOARD AND IS PRE-APPROVED, E.G. ENTER INTO A CONTRACT ETC. SO NO MINUTES ARE NEEDED. FORM 990, PART VI, SECTION B, LINE 11B THE CONTROLLER REVIEWS THE 990 ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PROVIDES THE BOARD OF DIRECTORS WITH AN ANNUAL QUESTIONNAIRE TO COMPLETE (THIS IS TYPICALLY DONE IN FEBRUARY). THE ORGANIZATION REVIEWS THE COMPLETED FORMS TO DETERMINE IF THERE ARE CONCERNS OR CONFLICTS. THE ORGANIZATION HAS A SPECIFIC CONFLICT OF INTEREST POLICY IN EMPLOYEE HANDBOOK THAT ALL EMPLOYEES ARE REQUIRED TO SIGN AND ACKNOWLEDGE THEY UNDERSTAND AND TO COME FORWARD IF THEY HAVE ANY QUESTIONS ABOUT IT. THE ORGANIZATION DISCUSSES THE CONFLICT OF INTEREST ISSUE ON OCCASION WITH THE STAFF. THE ORGANIZATION REQUESTS THAT ALL MANAGERS REPORT ANY CONTRACTOR THAT OFFERS TO DO BUSINESS OUTSIDE OF THE GUIDELINES SET FORTH IN THE POLICY SO THE ORGANIZATION CAN INVESTIGATE AND CHOOSE WHETHER TO TAKE THEM OFF OF THE APPROVED VENDORS LIST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION STUDIES ARE PROVIDED TO THE EXECUTIVE COMMITTE OF THE BOARD AND THEY DISCUSS AND APPROVE COMPENSATION FOR THE EXECUTIVE TEAM: THE EXCECUTVE DIRECTOR ("ED"), DEPUTY ED, DIRECTOR OF DEVELOPMENT, DIRECTOR OF PROPERTY MANAGEMENT AND CONTROLLER. THE OVERALL SALARIES FOR THE ORGANIZATION ARE APPROVED BY THE APPROVAL OF THE ANNUAL BUDGET. THE OVERALL ANNUAL BONUS IS CALCULATED AND THE ED SUGGESTS THE ALLOCATION OF THE BONUS AND IS SUBMITTED TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND 990 ARE AVAILABLE UPON REQUEST. FORM 990 PART VII SECTION A COLUMN (B) PRESIDENT OF CHDC IS CEO OF CATHOLIC CHARITIES OF SANTA CLARA COUNTY, A RELATED ORGANIZATION. HE WORKS FULL TIME FOR CATHOLIC CHARITIES. 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