MERRITT COMMUNITY CAPITAL CORP: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MERRITT COMMUNITY CAPITAL CORP (EIN 94-3099401)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202533089349302473
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T12:24:52-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351750664 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAUBY O'CONNOR & ZALESKI LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 CONGRESSIONAL BLVD 300 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943099401 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRITT COMMUNITY CAPITAL | BusinessNameLine1Txt |
| Business Name Line2 | CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERR | BusinessNameControlTxt |
| Phone | 5104447870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 HARRISON STREET 1650 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEDRAH BARNES | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 5104447870 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY MORTON | PreparerPersonNm |
| PTIN | P00370064 | PTIN |
| Phone | 3178485700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NEDRAH BARNES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 HARRISON STREET 1650 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,481,176 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MERRITTCAP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT AND RAISE CAPITAL FOR THE DEVELOPMENT OF LOW TO MODERATE-INCOME HOUSING IN THE STATE OF CALIFORNIA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $250 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,237,856 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,278,421 | CYProgramServiceRevenueAmt |
| PY Investment Income | $209,984 | PYInvestmentIncomeAmt |
| CY Investment Income | $202,505 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,447,840 | PYTotalRevenueAmt |
| CY Total Revenue | $8,481,176 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $936,407 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $952,274 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,128,939 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,426,949 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,588 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,880,919 | PYOtherExpensesAmt |
| CY Other Expenses | $2,076,063 | CYOtherExpensesAmt |
| PY Total Expenses | $5,946,265 | PYTotalExpensesAmt |
| CY Total Expenses | $6,455,286 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,501,575 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,025,890 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,740,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,374,350 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,472,878 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,080,954 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,267,506 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,293,396 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE AFFORDABLE HOUSING FOR LOW INCOME PERSONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,191,563 | ExpenseAmt |
| Grant | $952,274 | GrantAmt |
| Revenue | $8,480,926 | RevenueAmt |
| Desc | THE CORPORATION WAS FORMED TO ACT AS THE GENERAL PARTNER IN PARTNERSHIPS WHICH HAVE INVESTED IN LOCAL PARTNERSHIPS, WHICH BUILD OR REHABILITATE UNITS OF AFFORDABLE HOUSING UNDER THE PROVISIONS OF IRS SEC. 42. THE CORPORATION PROVIDES SUPPORTING SERVICES TO THESE PARTNERSHIPS ON AN ONGOING BASIS. THE CORPORATION ALSO PROVIDES AND FACILITATES SCHOLARSHIPS, INTERNSHIPS, AND CAREER DEVELOPMENT TO ATTRACT, TRAIN, AND RETAIN AFFORDABLE HOUSING PROFESSIONALS. | Desc |
| Total Program Service Expenses | $5,191,563 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEDRAH BARNES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5104447870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 HARRISON ST SUITE 1650 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CECILE CHALIFOUR | |||||||||
| CHAIRPERSON | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT WILLIAMS | |||||||||
| VICE CHAIRPERSON | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GINA LEON | |||||||||
| SECRETARY | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WELTON JORDAN | |||||||||
| TREASURER | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHIONE FLEGAL | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DORA LEONG GALLO | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| STEVE HERMAN | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RAY MENDOZA | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GISELA SALGADO | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| STEVE SPEARS | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KAREN TIEDEMANN | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DARNELL WILLIAMS | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| REGINA CELESTIN WILLIAMS | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA DENIELS-HALISI | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ADEY TESFAYE | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KEN TRIGUEIRO | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ARI BELIAK | |||||||||
| PRESIDENT & CEO | 40.00 | 40.00 | Yes (X) | $390,000 | $0 | $53,384 | |||
| NEDRAH BARNES | |||||||||
| CFO | 40.00 | 40.00 | Yes (X) | $263,200 | $0 | $23,570 | |||
| PAUL CARNEY | |||||||||
| COO/CFO | 40.00 | 40.00 | Yes (X) | $208,062 | $0 | $39,896 | |||
| MENGXIN ZHOU | |||||||||
| SENIOR ACQUISITIONS MANAGER | 40.00 | 40.00 | $149,192 | $0 | $22,977 | Yes (X) | |||
| DAVID DOLOGITE | |||||||||
| DIRECTOR OF ACQUISITIONS | 40.00 | 40.00 | $274,600 | $0 | $33,042 | Yes (X) | |||
| DAVID EISENMAN | |||||||||
| ASSOCIATE DIRECTOR OF ACQUISITIONS | 40.00 | 40.00 | $209,250 | $0 | $15,046 | Yes (X) | |||
| AMANDA HOPKINS | |||||||||
| SENIOR ASSET MANAGER | 40.00 | 40.00 | $157,500 | $0 | $47,827 | Yes (X) | |||
| REBECCA MAUERER | |||||||||
| ASSET MANAGER | 40.00 | 40.00 | $138,395 | $0 | $9,158 | Yes (X) | |||
| IZAAC SINGH | |||||||||
| DIRECTOR OF ASSET MANAGEMENT | 40.00 | 40.00 | $232,000 | $0 | $47,218 | Yes (X) | |||
| CARLA VASQUEZ-NORIEGA | |||||||||
| SENIOR INVESTOR RELATIONS MANAGER | 40.00 | 40.00 | $166,200 | $0 | $21,470 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,188,399 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $313,588 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DAUBY O'CONNOR & ZALESKI LLC | |||||
| 501 CONGRESSIONAL BLVD | CARMEL | IN | 46032 | AUDIT & TAX PREPARATION & CONSULTING | $233,975 |
| MRI SOFTWARE | |||||
| 28925 FOUNTAIN PARKWAY | SOLON | OH | 44139 | SOFTWARE DEVELOPMENT | $204,222 |
| BOCARSLY EMDEN COWAN ESMAIL & ARNDT | |||||
| 633 WEST FIFTH ST SUITE 5880 | LOS ANGELES | CA | 90071 | LEGAL SERVICES | $105,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $250 | AllOtherContributionsAmt |
| Total Contributions | $250 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PARTNERSHIP FEES | 531390 | $7,294,017 | $7,294,017 |
| MANAGEMENT FEES | 531390 | $984,404 | $984,404 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,278,421 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $202,505 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $202,505 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,481,176 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,480,926 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $952,274 | TotalAmt |
| Program Services | $952,274 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,881,342 | TotalAmt |
| Program Services | $2,557,897 | ProgramServicesAmt |
| Management And General | $314,233 | ManagementAndGeneralAmt |
| Fundraising | $9,212 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,133 | TotalAmt |
| Program Services | $327,696 | ProgramServicesAmt |
| Management And General | $40,257 | ManagementAndGeneralAmt |
| Fundraising | $1,180 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,474 | TotalAmt |
| Program Services | $156,664 | ProgramServicesAmt |
| Management And General | $19,246 | ManagementAndGeneralAmt |
| Fundraising | $564 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,638 | TotalAmt |
| Program Services | $95,686 | ProgramServicesAmt |
| Management And General | $9,951 | ManagementAndGeneralAmt |
| Fundraising | $1 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,458 | TotalAmt |
| Program Services | $278,724 | ProgramServicesAmt |
| Management And General | $119,616 | ManagementAndGeneralAmt |
| Fundraising | $118 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,000 | TotalAmt |
| Management And General | $275,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,158 | TotalAmt |
| Program Services | $66,019 | ProgramServicesAmt |
| Management And General | $118,061 | ManagementAndGeneralAmt |
| Fundraising | $78 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,350 | TotalAmt |
| Program Services | $8,287 | ProgramServicesAmt |
| Management And General | $72,063 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,105 | TotalAmt |
| Program Services | $215,000 | ProgramServicesAmt |
| Management And General | $19,885 | ManagementAndGeneralAmt |
| Fundraising | $220 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,914 | TotalAmt |
| Program Services | $111,855 | ProgramServicesAmt |
| Management And General | $217,707 | ManagementAndGeneralAmt |
| Fundraising | $352 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,501 | TotalAmt |
| Program Services | $235,583 | ProgramServicesAmt |
| Management And General | $23,236 | ManagementAndGeneralAmt |
| Fundraising | $682 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,244 | TotalAmt |
| Program Services | $40,336 | ProgramServicesAmt |
| Management And General | $4,768 | ManagementAndGeneralAmt |
| Fundraising | $140 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,241 | TotalAmt |
| Program Services | $33,931 | ProgramServicesAmt |
| Management And General | $3,310 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | $59,800 | $59,800 | $0 | $0 |
| MISCELLANEOUS | $44,013 | $40,250 | $3,722 | $41 |
| EMPLOYEE EXPENSES | $21,641 | $11,561 | $10,080 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,455,286 | TotalAmt |
| Program Services | $5,191,563 | ProgramServicesAmt |
| Management And General | $1,251,135 | ManagementAndGeneralAmt |
| Fundraising | $12,588 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,606,877 | BOYAmt |
| EOY | $11,141,327 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,889 | BOYAmt |
| EOY | $832,137 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,454,365 | BOYAmt |
| EOY | $25,500,571 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $17,084 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $158,589 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $158,589 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,619,356 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,253 | BOYAmt |
| EOY | $263,875 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,740,384 | BOYAmt |
| EOY | $39,374,350 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,472,878 | BOYAmt |
| EOY | $8,080,954 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,472,878 | BOYAmt |
| EOY | $8,080,954 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,267,506 | BOYAmt |
| EOY | $31,293,396 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,267,506 | BOYAmt |
| EOY | $31,293,396 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,740,384 | BOYAmt |
| EOY | $39,374,350 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,025,890 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $308,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $344,168 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $543,555 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $250 | CurrentTaxYearAmt |
| Total | $1,196,023 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,410,108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,344,483 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,961,781 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,237,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,278,421 | CurrentTaxYearAmt |
| Total | $38,232,649 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,718,158 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,688,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,505,336 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,237,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,278,671 | CurrentTaxYearAmt |
| Total | $39,428,672 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,707,472 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,619,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,428,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,626,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,161,047 | CurrentTaxYearAmt |
| Total | $24,542,336 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,707,472 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,619,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,428,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,626,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,161,047 | CurrentTaxYearAmt |
| Total | $24,542,336 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $14,886,336 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,890 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,553 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $209,984 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $202,505 | CurrentTaxYearAmt |
| Total | $480,021 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,890 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,553 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $209,984 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $202,505 | CurrentTaxYearAmt |
| Total | $480,021 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,735,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,692,204 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,552,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,447,840 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,481,176 | CurrentTaxYearAmt |
| Total | $39,908,693 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.37300 | PublicSupportCY509Pct |
| Public Support PY509 | 0.37180 | PublicSupportPY509Pct |
| Investment Income CY | 0.01200 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00890 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $275,000 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $275,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE F | FormAndLineReferenceDesc |
| Explanation | MERRITT DONATED: $125,000 TO NPH ACTION FUND POLITICAL ISSUES COMMITTEE. $25,000 TO EXPERTS UNITED FOR HOMELESSNESS AND HOUSING SOLUTIONS. $125,000 TO YES ON 5 CALIFORNIANS FOR SAFE AFFORDABLE COMMUNITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $158,589 | OtherCostOrOtherBasisAmt |
| Depreciation | $158,589 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATIES | $6,988,842 |
| ACCRUED PAYROLL | $626,472 |
| INTEREST PAYABLE | $187,069 |
| RIGHT OF USE LIABILITY | $278,571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,080,954 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,531,342 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,531,342 | RevenueSubtotalAmt |
| Other Revenues Not Included | $949,834 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $949,834 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,481,176 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,455,286 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,455,286 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,455,286 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE CORPORATION BELIEVES 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. THE CORPORATION'S FEDERAL AND STATE INFORMATION TAX RETURNS FOR THE YEARS 2020 THROUGH 2024 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE RESPECTIVELY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECONCILIATION OF INCOME ADJUSTMENT FROM CONSOLIDATED TO SEPARATE FILING 949,834. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA COALITION FOR RURAL HOUSING PROJECT | ||||||||
| 717 K STREET 400 | SACRAMENTO | CA | 95814 | 942832634 | 501(C)(3) | $35,000 | $0 | RURAL FELLOWSHIP FUNDING |
| CALIFORNIA HOUSING CONSORTIUM | ||||||||
| 30141 AGOURA ROAD 106 | AGOURA HILLS | CA | 91301 | 260097208 | 501(C)(3) | $40,000 | $0 | AFFORDABLE HOUSING EDUCATION |
| CALIFORNIA HOUSING PARTNERSHIP CORPORATION | ||||||||
| 49 STEVENSON STE 500 | SAN FRANCISCO | CA | 94105 | 680183692 | 501(C)(3) | $50,000 | $0 | AFFORDABLE HOUSING EDUCATION |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION | ||||||||
| 4800 MORABITO PLACE 120 | SAN LUIS OBISPO | CA | 93401 | 204927897 | 501(C)(3) | $10,000 | $0 | SCHOLARSHIPS |
| CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION | ||||||||
| 4910 N CHESTNUT AVE | FRESNO | CA | 93726 | 946003272 | 501(C)(3) | $10,000 | $0 | SCHOLARSHIPS |
| CALIFORNIA STATE UNIVERSITY LONG BEACH | ||||||||
| 1250 BELLFLOWER BLVD | LONG BEACH | CA | 90804 | 931150363 | 501(C)(3) | $10,000 | $0 | SCHOLARSHIPS |
| CALIFORNIA STATE UNIVERSITY SACRAMENTO | ||||||||
| 6000 J STREET | SACRAMENTO | CA | 95819 | 680365325 | 501(C)(3) | $10,000 | $0 | SCHOLARSHIPS |
| CONSORTIUM FOR HOUSING AND ASSET MANAGEMENT INC | ||||||||
| 5835 YORK ROAD BOX 1023 | BALTIMORE | MD | 21212 | 522230229 | 501(C)(3) | $6,500 | $0 | SCHOLARSHIPS |
| ENTERPRISE COMMUNITY PARTNERS INC | ||||||||
| 11000 BN LAND PARKWAY 700 | COLUMBIA | MD | 21044 | 521231931 | 501(C)(3) | $15,000 | $0 | AFFORDABLE HOUSING DEVELOPMENT |
| HOUSING CALIFORNIA INC | ||||||||
| 1107 9TH STREET SUITE 560 | SACRAMENTO | CA | 95814 | 680133565 | 501(C)(3) | $60,000 | $0 | SCHOLARSHIPS |
| HOUSING PARTNERSHIP NETWORK INC | ||||||||
| 1 WASHINGTON MALL 12TH FLOOR | BOSTON | MA | 02108 | 043172401 | 501(C)(3) | $12,500 | $0 | AFFORDABLE HOUSING EDUCATION |
| KENNEDY COMMISSION | ||||||||
| 17701 COWAN AVE 200 | IRVINE | CA | 92614 | 330959380 | 501(C)(6) | $12,500 | $0 | AFFORDABLE HOUSING EDUCATION |
| LISC LA | ||||||||
| 500 S GRAND AVE | LOS ANGELES | CA | 90071 | 133030229 | 501(C)(3) | $250,000 | $0 | HDTI PROGRAM IMPLEMENTATION |
| NATIONAL ASSOCIATION OF STATE AND LOCAL EQUITY FUNDS | ||||||||
| 707 N 2ND STREET 308 | SAINT LOUIS | MO | 63102 | 311416668 | 501(C)(6) | $77,857 | $0 | AFFORDABLE HOUSING EDUCATION |
| NON-PROFIT HOUSING ASSOCIATION OF NORTHERN CALIFORNIA | ||||||||
| 49 STEVENSON STREET 500 | SAN FRANCISCO | CA | 94105 | 942741597 | 501(C)(3) | $60,000 | $0 | INVESTING IN AFFORDABLE HOUSING |
| SAN DIEGO HOUSING FEDERATION | ||||||||
| 3939 IOWA STREET 1 | SAN DIEGO | CA | 92104 | 330522932 | 501(C)(3) | $45,000 | $0 | AFFORDABLE HOUSING EDUCATION |
| SAN JOSE STATE UNIVERSITY RESEARCH FOUNDATION | ||||||||
| 210 N 4TH STREET 400 | SAN JOSE | CA | 95112 | 946017638 | 501(C)(3) | $10,000 | $0 | SCHOLARSHIPS |
| SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING INC | ||||||||
| 340 E 2ND ST APT 406 | LOS ANGELES | CA | 90012 | 954019655 | 501(C)(3) | $30,000 | $0 | AFFORDABLE HOUSING EDUCATION & DEVELOPMENT |
| STANFORD UNIVERSITY | ||||||||
| 485 BROADWAY MAIL CODE 8838 | REDWOOD CITY | CA | 94063 | 941156365 | 501(C)(3) | $11,038 | $0 | SCHOLARSHIPS |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS | ||||||||
| 1 SHIELDS AVE | DAVIS | CA | 95616 | 946036494 | 501(C)(3) | $20,000 | $0 | SCHOLARSHIPS |
| UC SAN DIEGO FOUNDATION | ||||||||
| 9500 GILMAN DRIVE 0940 | LA JOLLA | CA | 920930940 | 952872494 | 501(C)(3) | $20,000 | $0 | SCHOLARSHIPS |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | ||||||||
| 1995 UNIVERSITY AVE NO 401 | BERKELEY | CA | 947041508 | 946090626 | 501(C)(3) | $20,000 | $0 | SCHOLARSHIPS |
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION | ||||||||
| 100 THEORY 250 | IRVINE | CA | 92617 | 952540117 | 501(C)(3) | $20,000 | $0 | SCHOLARSHIPS |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| 10920 WILSHIRE BLVD STE 620 | LOS ANGELES | CA | 90024 | 956006143 | 501(C)(3) | $20,000 | $0 | SCHOLARSHIPS |
| UNIVERSITY OF CALIFORNIA SANTA CRUZ FOUNDATION | ||||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | 237394590 | 501(C)(3) | $20,000 | $0 | SCHOLARSHIPS |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY GARDENS UGB203 | LOS ANGELES | CA | 90089 | 951642394 | 501(C)(3) | $10,000 | $0 | SCHOLARSHIPS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MERRITT COMMUNITY CAPITAL CORPORACTION RECEIVED PERIODIC REPORTS FROM THE UNIVERSITY IN ORDER TO MONITOR THE USE OF GRANT FUNDS FOR SCHOLARSHIPS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARI BELIAK | ||||||||||||||
| PRESIDENT & CEO | $314,000 | $0 | $76,000 | $0 | $0 | $0 | $23,000 | $0 | $30,384 | $0 | $443,384 | $0 | $0 | $0 |
| NEDRAH BARNES | ||||||||||||||
| CFO | $225,000 | $0 | $38,200 | $0 | $0 | $0 | $13,542 | $0 | $10,028 | $0 | $286,770 | $0 | $0 | $0 |
| PAUL CARNEY | ||||||||||||||
| COO/CFO | $162,062 | $0 | $46,000 | $0 | $0 | $0 | $20,183 | $0 | $19,713 | $0 | $247,958 | $0 | $0 | $0 |
| MENGXIN ZHOU | ||||||||||||||
| SENIOR ACQUISITIONS MANAGER | $135,692 | $0 | $13,500 | $0 | $0 | $0 | $17,250 | $0 | $5,727 | $0 | $172,169 | $0 | $0 | $0 |
| DAVID DOLOGITE | ||||||||||||||
| DIRECTOR OF ACQUISITIONS | $231,000 | $0 | $43,600 | $0 | $0 | $0 | $30,500 | $0 | $2,542 | $0 | $307,642 | $0 | $0 | $0 |
| DAVID EISENMAN | ||||||||||||||
| ASSOCIATE DIRECTOR OF ACQUISITIONS | $181,250 | $0 | $28,000 | $0 | $0 | $0 | $6,282 | $0 | $8,764 | $0 | $224,296 | $0 | $0 | $0 |
| AMANDA HOPKINS | ||||||||||||||
| SENIOR ASSET MANAGER | $145,000 | $0 | $12,500 | $0 | $0 | $0 | $18,919 | $0 | $28,908 | $0 | $205,327 | $0 | $0 | $0 |
| IZAAC SINGH | ||||||||||||||
| DIRECTOR OF ASSET MANAGEMENT | $195,000 | $0 | $37,000 | $0 | $0 | $0 | $13,931 | $0 | $33,287 | $0 | $279,218 | $0 | $0 | $0 |
| CARLA VASQUEZ-NORIEGA | ||||||||||||||
| SENIOR INVESTOR RELATIONS MANAGER | $155,000 | $0 | $11,200 | $0 | $0 | $0 | $13,308 | $0 | $8,162 | $0 | $187,670 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FIRM SUPPLIES THE NEEDED FINANCIAL INFORMATON TO ITS TAX PREPARER. THE FIRM'S CHIEF FINANCIAL OFFICER REVIEWS AND, AS NECESSARY, ADJUSTS THE FORM 990. THE FINAL FORM 990 IS SHARED WITH THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY DIRECTOR WITH PERSONAL OR MATERIAL CONFLICT OF INTEREST, SHALL DISCLOSE THE EXISTENCE AND NATURE OF ANY CONFLICT OF INTEREST TO THE BOARD AND THE PRESIDENT BEFORE ANY ACTION IS TAKEN OR CONSIDERED BY THE BOARD. EACH DIRECTOR WITH CONFLICT OF INTEREST MUST FURNISH A WRITTEN REPORT TO ALL DIRECTORS LISTING ALL SELF-DEALING TRANSACTIONS DURING THE PRIOR FISCAL YEAR. ANY EMPLOYEES WITH CONFLICT OF INTEREST MUST DISCLOSE THE EXISTENCE AND NATURE OF ANY CONFLICT OF INTEREST TO AN OFFICER OF THE ORGANIZATION AS SOON AS POSSIBLE SO THAT SAFEGUARDS CAN BE ESTABLISHED TO PROTECT ALL PARTIES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PERIODICALLY REVIEWS THE COMPENSATION OF THE PRESIDENT BASED ON THEIR OWN INDUSTRY EXPERIENCE. THE RESULTS ARE REVIEWED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSEEING THE AUDIT AND SELECTING THE INDEPENDENT ACCOUTNANT HAS NOT CHANGED. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| MCC FUND MANAGER LLC | |||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 862164898 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP |
| MCC HOUSING LLC | |||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | |
| MCC PROP FUND MANAGER 2 LLC | |||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 881570134 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP |
| MCC PROP FUND MANAGER LLC | |||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 880536587 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP |
| MCC PROP FUND MANAGER 3 LLC | |||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 920666943 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP |
| MCC FUND MANAGER 2 LLC | |||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 874808260 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP |
| MCC FUND MANAGER 3 LLC | |||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 920666943 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP |
| MCC PROP FUND MANAGER 4 LLC | |||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 991295508 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP |
| MCC FUND MANAGER 4 LLC | |||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 993483418 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MERRITT COMMUNITY CAPITAL FUND IX LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 202121093 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | $714 | $14 | 0 | Yes (1) | 0.00100 |
| MERRITT COMMUNITY CAPITAL FUND X-LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 611505346 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | -$26 | $4 | 0 | Yes (1) | 0.00010 |
| MERRITT COMMUNITY CAPITAL FUND XI LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 770689928 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | $223 | $1 | 0 | Yes (1) | 0.00010 |
| MERRITT COMMUNITY CAPITAL FUND XII LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 800256605 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | -$496 | $2 | 0 | Yes (1) | 0.00010 |
| MERRITT COMMUNITY CAPITAL FUND XIII LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 800491009 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | -$189 | $3 | 0 | Yes (1) | 0.00010 |
| MERRITT COMMUNITY CAPITAL FUND XIV LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 352422089 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | -$335 | $5 | 0 | Yes (1) | 0.00010 |
| MERRITT COMMUNITY CAPITAL FUND XV LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 800848824 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | $1 | $40 | 0 | Yes (1) | 0.00010 |
| MERRITT COMMUNITY CAPITAL FUND XVI LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 463943183 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | -$298 | $16 | 0 | Yes (1) | 0.00010 |
| MERRITT COMMUNITY CAPITAL FUND XVII LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 471421835 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | -$183 | $11 | 0 | Yes (1) | 0.00010 |
| MERRITT COMMUNITY CAPITAL FUND XVIII LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 474623364 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | -$370 | $22 | 0 | Yes (1) | 0.00010 |
| MERRITT COMMUNITY CAPITAL FUND XIX LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 813282244 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | -$225 | $36 | 0 | Yes (1) | 0.00010 |
| MERRITT COMMUNITY CAPITAL FUND XX LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 822240964 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | $2,063 | $15 | 0 | Yes (1) | 0.00010 |
| MERRITT COMMUNITY CAPITAL FUND XXI LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 843221985 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | -$5 | $49 | 0 | Yes (1) | 0.00010 |
| MERRITT COMMUNITY CAPITAL FUND XXII LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 862034220 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | $2 | $1,007 | 0 | Yes (1) | 0.00100 |
| MERRITT COMMUNITY CAPITAL FUND 23 LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 874830262 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | -$25 | $142 | 0 | Yes (1) | 0.00010 |
| MERRITT SVB FUND 1 LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 880667213 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | $59 | 0 | Yes (1) | 0.00010 | |
| MERRITT WESTERN ALLIANCE FUND 1 LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 880652512 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | -$1 | $14 | 0 | Yes (1) | 0.00010 |
| MERRITT EW FUND 1 LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 920681925 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | -$1 | $15 | 0 | Yes (1) | 0.00010 |
| MERRITT COMMUNITY CAPITAL FUND 24 LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 921675093 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | -$6 | $1 | 0 | Yes (1) | 0.00010 |
| MERRITT PROPRIETARY FUND 5 LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 991319049 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | -$54,671 | $168,093 | 0 | Yes (1) | 0.51000 |
| MERRITT COMMUNITY CAPITAL FUND 25 LP | |||||||||||||
| 1901 HARRISON ST SUITE 1650 | OAKLAND | CA | 94612 | 995082733 | PROVIDE LOW INCOME HOUSING | CA | MERRITT COMMUNITY CAPITAL CORP | RELATED | -$1 | $1 | 0 | Yes (1) | 0.00010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART III, COLUMN K | FormAndLineReferenceDesc |
| Explanation | IN COLUMN K, FOR THE FOLLOWING ENTITIES, THE OWNERSHIP PERCENTAGE SHOULD READ 0.0001%: - MERRITT COMMUNITY CAPITAL FUND XXI, 23, 24, 25, MERRITT SVB FUND 1, MERRITT EW FUND 1, MERRITT WESTERN ALLIANCE FUND I THE FORM DOES NOT ALLOW FOR ENOUGH DIGITS AFTER THE DECIMAL TO BE ABLE TO DISPLAY THAT OWNERSHIP PERCENTAGE SO WE ENTERED 0.01% ON THE FACE OF THE FORM, AND HAVE INCLUDED THIS DISCLOSURE AS CLARIFICATION. | ExplanationTxt |