OAK FOREST APARTMENTS INC: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- OAK FOREST APARTMENTS INC (EIN 77-0429275)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-26
- IRS object ID
- 201741169349200214
- Schema version
- 2016v3.0
- 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 | 2017-04-26T09:16:04-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tom Tomaszewski CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3811 Tilden Drive | AddressLine1Txt |
| City | El Dorado Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95762 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770429275 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oak Forest Apartments Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKF | BusinessNameControlTxt |
| Phone | 8057813088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3533 Empleo Street | AddressLine1Txt |
| City | San Luis Obispo | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Fowler | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2017-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tom Tomaszewski | PreparerPersonNm |
| PTIN | P01219354 | PTIN |
| Phone | 9168045367 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $24,200 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $24,200 | ProgramServiceRevenueAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $24,200 | TotalRevenueAmt |
| Other Expenses Total | $24,234 | OtherExpensesTotalAmt |
| Total Expenses | $24,234 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$34 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $333,049 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $333,015 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,332 | BOYAmt |
| EOY | $417,715 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,332 | BOYAmt |
| EOY | $417,715 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,283 | BOYAmt |
| EOY | $84,700 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,049 | BOYAmt |
| EOY | $333,015 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Provide affordable housing | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | To provide low-income rental housing as the .01% general partner in Storke Ranch Apartments, L.P. a California Limited Partnership which owns and operates Storke Ranch Apartments, a 36-unit housing complex located in Isla Vista,CA. In addition, to provide affordable rental housing as the .01% managing general partner in Belridge Street Associates, L.P., a California Limited Partnership, which owns and operates Belridge Street Apartments, a 12-unit apartment complex located in Oceano, California, in addition to provide affordable rental housing as the .01% managing general partner in Oceano Apartments Associates, L.P.,a California Limited Partnership which owns and operates La Brisa Marina Apartments,a 16-unit affordable rental housing complex located in Oceano, CA. In addition, to provide affordable rental housing as the .01% managing general partner in Templeton Place L.P., a California Limited Partnership which owns and operates Templeton Place Apartments, a 29-unit affordable rental housing complex located in Templeton, CA. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $24,234 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $24,234 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Dieter Eckert | ||
| Director | 1.00 | $0 |
| Scott Fina | ||
| Director | 1.00 | $0 |
| Charles Fruit | ||
| Vice President | 1.00 | $0 |
| Jose Flores | ||
| Director | 1.00 | $0 |
| Shelly Higginbotham | ||
| Director | 1.00 | $0 |
| Jolie Ditmore | ||
| Director | 1.00 | $0 |
| David Gustafson | ||
| Chairman | 1.00 | $0 |
| Tensie Hernandez | ||
| Director | 1.00 | $0 |
| Vito Gioiello | ||
| Director | 1.00 | $0 |
| Karol Schulkin | ||
| Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peoples' Self-Help Housing | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3533 Empleo St | AddressLine1Txt |
| City | San Luis Obispo | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8057813088 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
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) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,200 | CurrentTaxYearAmt |
| Total | $137,000 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,200 | CurrentTaxYearAmt |
| Total | $137,000 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $137,000 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,200 | CurrentTaxYearAmt |
| Total | $137,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1 | Management fee Templeton $10000 |
| Other Expenses.2 | Management fee Storke $10000 |
| Other Expenses.3 | Management fee Oceano $4200 |
| Other Expenses.4 | K-1 loss Oceano $11 |
| Other Expenses.5 | K-1 Loss Templeton $10 |
| Other Expenses.6 | K-1 Loss Storke $9 |
| Other Expenses.7 | K-1 Loss Belridge $4 |
| Other Assets.1005 | Accounts Receivable - Beginning $105283 Accounts Receivable - Ending $84700 |
| Other Assets.1009 | Notes and Loans Receivable - Beginning $68000 Notes and Loans Receivable - Ending $68000 |
| Other Assets.2 | Investment in Storke Ranch Apartments - Beginning $249416 Investment in Storke Ranch Apartments - Ending $249407 |
| Other Assets.3 | Investment in Belridge Street Associates - Beginning $1059 Investment in Belridge Street Associates - Ending $1055 |
| Other Assets.4 | Investment in Templeton - Beginning $2113 Investment in Templeton - Ending $2103 |
| Other Assets.5 | Investment in Oceano - Beginning $12461 Investment in Oceano - Ending $12450 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $105283 Accounts Payable and Accrued Expenses - Ending $84700 |