2025-11-06T10:47:47-06:00 2024-12-31 946214841 ARMANINO ADVISORY LLC 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2024-01-01 770359848 CHARITIES HOUSING DEVELOPMENT CORP OF SANTA CLARA COUNTY CHAR 4085508301 1400 PARKMOOR AVE 190 SAN JOSE CA 95126 TERRI FUKUDA DIR. OF LEGAL, TAX AND RISK 4085508300 2025-11-05 1 1 WANWAN ZHANG P01317662 4082006400 2025-11-08 2024 2025-03-06 01:10:19Z MARK MIKL 1400 PARKMOOR AVE 190 SAN JOSE CA 95126 13012146 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 1876061 2211145 11940316 8954221 5870110 1431677 -611712 328501 19074775 12925544 73500 483202 0 0 4441349 5667104 0 0 0 4622559 5270488 9137408 11420794 9937367 1504750 189452412 190896958 106175313 105969491 83277099 84927467 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 2044302 433202 5681762 CHARITIES HOUSING DEVELOPMENT CORPORATION DEVELOPS QUALITY, AFFORDABLE, HOUSING FOR EXTREMELY LOW AND MODERATE-INCOME FAMILIES. 1231679 462130 THE ORGANIZATION IS CURRENTLY MANAGING 1,118 PUBLICLY ASSISTED HOUSING PROPERTIES (956 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.1,873 PERSONS WERE SERVED DURING THE YEAR. 5497872 50000 2813547 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.464 PERSONS WERE SERVED DURING THE YEAR. 8773853 1 1 0 0 0 0 0 0 0 0 1 0 0 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 251996 0 35701 GREG KEPFERLE PRESIDENT - TO 12/01/24 1.00 40.00 X X 0 309000 52000 DON TAYLOR PRESIDENT - FR. 12/01/24 1.00 40.00 X X 0 25000 0 BRUCE KNOBLOCK CHAIR 1.00 1.00 X X 0 0 0 LIHN DIPIPPA TREASURER 1.00 1.00 X X 0 0 0 HYOUNG CHONG SECRETARY 1.00 1.00 X 0 0 0 PAUL BAKER BOARD MEMBER 1.00 1.00 X 0 0 0 LAURA CARRASCO 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/DIR. OF PROPERTY MGMT 40.00 1.00 X 237375 0 26927 TERRI FUKUDA CONTROLLER 40.00 1.00 X 199583 0 27921 KATHLEEN ROBINSON DEPUTY EXECUTIVE DIRECTOR 40.00 1.00 X 254396 0 13670 MARVEL ANG DIR. OF HOUSING DEV. 40.00 1.00 X 226775 0 12167 MARIA OCHOA SR. HR MANAGER 40.00 X 156458 0 17548 CAROL MOWAT FINANCE MANAGER 40.00 1.00 X 176279 0 9642 YUHUI LI ASSET MANAGER 40.00 1.00 X 174275 0 9664 HAI NGUYEN DIR. OF ASSET MGMT 40.00 1.00 X 151965 0 13745 LARISA TROCHE ASSOC. DIR. OF PROPERTY MA 40.00 1.00 X 161233 0 33592 MARIA GUERRERO COMPLIANCE MANAGER 40.00 X 158012 0 9007 2148347 334000 261584 16 0 1 0 DAVID BAKER ARCHITECTS 461 SECOND ST LOFT C127 SAN FRANCISCO CA 94107 ARCHITECT 2752928 DAHLIN GROUP INC 5865 OWENS DRIVE PLEASANTON CA 94588 ARCHITECT 612158 DEFENSE PROTECTION GROUP 586 NORTH FIRST STREET SUITE 205 SAN JOSE CA 95112 SITE SECURITY 242304 SWENSON BUILDERS 777 N FIRST ST SAN JOSE CA 95112 GENERAL CONTRACTOR 235973 ARMANINO LLP PO BOX 398285 SAN FRANCISCO CA 94139 AUDIT/TAX PREP 203543 11 1823142 388003 2211145 DEVELOPMENT FEES 531390 5681762 5681762 RENTAL INCOME 532000 2811619 2811619 MANAGEMENT FEES 531390 1700390 1700390 LOSS ON PTR INVESTMENT 531390 -1239550 -1239550 8954221 1431677 1431677 411885 86602 325283 325283 325283 MISC INCOME 531110 3218 3218 3218 12925544 8957439 0 1756960 483202 483202 1460517 919837 540680 3326624 2127664 1198960 152661 99586 53075 375128 277790 97338 352174 231387 120787 159803 47247 112556 199271 199271 368805 231948 136857 19085 16126 2959 253302 192976 60326 499202 487688 11514 69755 32608 37147 798124 798124 1243348 1240120 3228 461691 422562 39129 REPAIRS, MAINTENANCE AN 994784 994784 RENT FREE UNIT 116385 116385 FEDERAL & STATE TAX 51442 18328 33114 BAD DEBTS & PROJECT WRI 35491 35491 11420794 8773853 2646941 0 17881892 17095226 132165 45239 3551895 46132272 46335614 3219846 3221400 51180239 20057071 30326188 31123168 76978 9644112 8704695 82125885 80732795 189452412 190896958 1955410 2012775 400000 400000 20372 21280 97930107 96726848 5869424 6808588 106175313 105969491 X 83277099 84927467 83277099 84927467 189452412 190896958 1504750 -19793 165411 0 X 0 1 X 1 1 1 X 1519346 2092601 1676914 1876061 2211145 9376067 1519346 2092601 1676914 1876061 2211145 9376067 9376067 905244 868581 794330 1072312 1843562 5484029 30771 4585 8484 3218 47058 14907154 46110470 0.62900 0.64000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9044565 9044565 39219029 19114791 20104238 885437 652994 232443 2031208 289286 1741922 31123168 DEPOSITS 268877 RESERVES 3086548 PROJECTS IN DEVELOPMENT 77377370 80732795 ACCRUED INTEREST-NOTES PAYABLE 6509151 DEPOSIT LIABILITY 299437 6808588 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 2021 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. CH'S CALIFORNIA RETURNS FOR THE TAX YEARS 2020 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) 11500 0 EVENT SPONSORSHIP PASEO SENTER LP 470 SOUTH MARKET STREET SAN JOSE CA 95113 300261199 400000 0 HUD MCKINNEY PASS THROUGH GRANT 2 1 PART I, LINE 2: IN GENERAL THE ORGANIZATION DOES NOT GIVE OUT GRANTS EXCEPT FOR PASS THROUGH GRANTS FOR THE DEVELOPMENT PROJECTS. THE ORGANIZATION DOES NOT MONITOR FUNDS GRANTED TO OTHER 501(C)(3) PUBLIC CHARITIES. X X X 0 0 0 0 0 0 0 1 0 GREG KEPFERLE PRESIDENT - TO 12/01/24 0 302000 0 0 0 7000 0 30000 0 22000 0 361000 0 0 MARK MIKL EXECUTIVE DIRECTOR 219496 0 32500 0 0 0 12625 0 23076 0 287697 0 0 0 KATHLEEN ROBINSON DEPUTY EXECUTIVE DIRECTOR 219496 0 32500 0 2400 0 12600 0 1070 0 268066 0 0 0 LISA CALDWELL ASST. SECRETARY/DIR. OF PROPERTY MGM 204375 0 33000 0 0 0 11869 0 15058 0 264302 0 0 0 MARVEL ANG DIR. OF HOUSING DEV. 204375 0 20000 0 2400 0 11219 0 948 0 238942 0 0 0 TERRI FUKUDA CONTROLLER 169583 0 30000 0 0 0 9979 0 17942 0 227504 0 0 0 LARISA TROCHE ASSOC. DIR. OF PROPERTY MA 150733 0 10500 0 0 0 8062 0 25530 0 194825 0 0 0 CAROL MOWAT FINANCE MANAGER 161379 0 12500 0 2400 0 8694 0 948 0 185921 0 0 0 YUHUI LI ASSET MANAGER 159375 0 12500 0 2400 0 8594 0 1070 0 183939 0 0 0 MARIA OCHOA SR. HR MANAGER 143958 0 12500 0 0 0 7823 0 9725 0 174006 0 0 0 MARIA GUERRERO COMPLIANCE MANAGER 138347 0 15500 0 4165 0 7692 0 1315 0 167019 0 0 0 HAI NGUYEN DIR. OF ASSET MGMT 146965 0 5000 0 0 0 7623 0 6122 0 165710 0 0 0 PART I, LINE 3 THE BOARD PRESIDENT IS COMPENSATED BY CATHOLIC CHARITIES OF SANTA CLARA COUNTY. THE EXACT COMPENSATION AMOUNTS TO THE PRESIDENTS ARE NOT AVAILABLE TO CHDC'S MANAGEMENT TEAM. THE AMOUNTS LISTED ON THIS RETURN ARE ESTIMATED BASED ON CATHOLIC CHARITIES' PRIOR YEAR 990. 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 2024 THE BONUS TOTAL WAS $252,500. 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. 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