2022-09-12T14:04:53-07:00 2021-12-31 680199099 Spiteri Narasky & Daley LLP 3470 Mt Diablo Blvd Suite A300 Lafayette CA 94549 990 2021-01-01 942565270 Petaluma Ecumenical Properties PETA 7077622336 625 Acacia Lane Santa Rosa CA 95409 SEAN PRYDEN President 2022-09-12 true SEAN PRYDEN 999009999 Claude A Persons P00011016 9253762195 2 AAL1 IAL1 FAL1 2021 2023-04-26 12:10:37Z SEAN PRYDEN 625 Acacia Lane Santa Rosa CA 95409 6169508 false X WWW.PEPHOUSING.ORG X 1978 CA DEDICATED TO PROVIDING QUALITY AFFORDABLE HOUSING, HOUSING SUPPORT SERVICES, AND ADVOCACY FOR THE LOW-INCOME COMMUNITY. 12 12 49 0 2591001 1898678 2295415 4015660 274849 255170 0 5161265 6169508 1737265 1548073 0 1659706 1677536 0 72854 1610122 2206838 5007093 5432447 154172 737061 12791712 20234372 4022359 10710176 8769353 9524196 X DEDICATED TO PROVIDING QUALITY AFFORDABLE HOUSING, HOUSING SUPPORT SERVICES, AND ADVOCACY FOR THE LOW-INCOME COMMUNITY. false false 2155547 1548073 2391140 PROVISION OF DEVELOPMENT & CONSTRUCTION MANAGEMENT SERVICES IN THE DEVELOPMENT AND REHABILITAION OF AFFORDABLE HOUSING PROJECTS FOR THE BENEFIT OF LOW INCOME FAMILIES, ELDERLY, AND PERSONS WITH DISABILITIES. 1363586 647523 DIRECTLY OWNS AND OPERATES 7 BUILDINGS, COMPRISING OF 85 UNITS OF LOW INCOME HOUSING FOR LOW INCOME FAMILIES, ELDERLEY AND HANDICAPPED PERSONS IN PETALUMA, CALIFORNIA. 877602 484508 THE CORPORATION SERVES AS A GENERAL PARTNER OR LIMITED PARTNER IN FOUR LIMITED PARTNERSHIPS WHICH PROVIDE A TOTAL OF 156 TOTAL UNITS OF LOW-INCOME HOUSING LOCATED IN PETALUMA AND KENTFIELD, CALIFORNIA. THE CORPORATION ALSO SERVES AS THE SOLE OWNER OF ONE LIMITED LIABILITY COMPANY WHICH PROVIDES 49 UNITS OF LOW-INCOME HOUSING LOCATED IN SANTA ROSA, CA. 533360 492489 4930095 true true false false false false false false false false true false false true true true false true false false false false false false false false false true false true false false false false false false false false false false false false true true true true false false true 24 0 true 49 true false false false false false false false 0 false false false false false false false X 12 12 true false false false false false false true true false false false true true false false false true false false CA X X X TREASURER 7077622336 625 ACACIA LANE SANTA ROSA CA 95409 MARY STOMPE EXEC DIR/A SECR 49.00 1.00 X 184806 0 6791 JIM WALLEN DIR. OF HSG DEV 40.00 1.00 114260 0 16106 DOMINIC ROYBAL DIR OF PROP MGMT 40.00 1.00 110689 0 10368 SHARON PATCHIN-REDMAN DIR OF HUMN RSC 40.00 1.00 100238 0 17888 DAVID PRINCE DIR OF FINANCE 40.00 1.00 X 89092 0 3236 SEAN PRYDEN President 0.50 2.50 X X 0 0 0 GEORGE SPRAGENS Vice President 0.50 2.50 X X 0 0 0 BEN PRYDEN Treasurer 0.50 2.50 X X 0 0 0 MARY SAVAGE Secretary 0.50 2.50 X X 0 0 0 ARTHUR COOPER Director 0.50 2.50 X 0 0 0 SID LIPTON Director 0.50 2.50 X 0 0 0 ANNA ROSE Vice President 0.50 2.50 X 0 0 0 JOSEPH TINNEY Director 0.50 2.50 X 0 0 0 HARRY COFFEY Director 0.50 2.50 X 0 0 0 DON ROSS Director 0.50 2.50 X 0 0 0 JEFF MAYNE Director 0.50 2.50 X 0 0 0 ROY MARTINEZ Director 0.50 2.50 X 0 0 0 599085 54389 4 false true false 0 64230 1287565 546883 1898678 ALLOCABLE SHARE PS RENTS 531110 484508 484508 DEVELOPER FEES 531110 2391140 2391140 INSURNC PRFT SHRNG INCOME 531110 16832 16832 PROPERTY MANAGEMENT FEE 531310 486082 486082 TENANT RENTS 531110 624753 624753 12345 12345 4015660 255170 255170 0 0 0 0 0 0 0 0 6169508 4015660 255170 1548073 1548073 0 0 0 283925 157310 104101 22514 0 1117444 894358 201842 21244 26632 17736 7783 1113 149081 114998 29818 4265 100454 75194 22099 3161 0 7273 4918 2355 30550 30550 0 0 0 22340 20435 1905 9578 9143 435 73727 66855 6623 249 52246 48368 3878 0 765550 756097 8428 1025 2476 2387 89 0 22561 20798 1763 0 0 235017 230524 4493 0 ALLOCABLE SHARE PS EXPENSES 877602 877602 RESIDENT ASSISTANCE 49173 49173 WORKERS COMPENSATION 20234 18298 1694 242 COMMUNITY RELATIONS 19041 19041 19470 17828 1642 5432447 4930095 429498 72854 1758613 375688 1990208 2820543 0 222026 168457 0 0 3374408 3153931 0 104817 109965 14361401 4142555 2779250 10218846 623285 779423 0 501222 340503 0 1437883 2267016 12791712 20234372 1457841 1511450 2518931 9137165 45587 61561 4022359 10710176 X 7803450 8197928 965903 1326268 8769353 9524196 12791712 20234372 737061 17782 X false true X true false X 904175 1968420 1603773 2591001 1898678 8966047 0 0 904175 1968420 1603773 2591001 1898678 8966047 1419287 7546760 206568 230570 266501 274849 255170 1233658 0 0 10199705 11474984 0.73990 0.73620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1985213 1985213 10907266 3109439 7797827 916735 619461 297274 336708 214955 121753 215479 198700 16779 10218846 INVESTMENT IN TOUSSIN SENIOR APTS, LP 290224 C INVESTMENT IN CASA GRANDE SENIOR APTS LP 50279 C A/R - AFFILIATES 2160761 DEVELOPMENT IN PROGRESS 106255 2267016 Tenant Security Deposits 61561 61561 X Part X : FIN48 Footnote PEP and other not-for profit corporations have been granted tax-exempt status by the Internal Revenue Service, under Code Section 501(C)(3), and the California Franchise Tax Board under the Revenue and Taxation Code Section 23701(d). The income or loss from the partnerships is reported by the partners on their tax returns.No income tax provision has been included in the combined financial statements for the single member limited companies which are generally considered disregarded entities. The income and loss of the LLCs is included in the tax returns of their respective sole members. Only the annual California limited liability company minimum tax and the annual fee appear as expense in the combined financial statements.PEP and affiliates believe 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. PEP and affiliates federal and state income tax and information returns for the years 2017 through 2020 are subject to examination by the regulatory agencies, generally for three years and four after they were filed for federal and state, respectively. true CAULFIELD LANE SENIOR HSG INC 625 ACACIA LANE SANTA ROSA CA 95409 680253852 501(C)(3) 1548073 0 GNRL SUPPORT: LOW-INC HSG 1 0 Grantmaker's Description of How Grants are Used ALL OF THE OFFICERS AND DIRECTORS OF THE BOARD OF DIRECTORS OF PETALUMA ECUMENICAL PROPERTIES ARE OFFICERS OR DIRECTORS OF THE RECEIPIENT 501(C)(3) ORGANIZATION, CAULFIELD LANE SENIOR HOUSING, INC (CLSHI). THEREFORE, THERE IS DIRECT OVERSIGHT OF THE GRANT FUNDS CONTRIBUTED TO CLSHI. X false false false false false false false true false MARY STOMPE EXEC DIR/A SECR 167806 17000 5364 1427 191597 Part I, Line 7: Non-Fixed payments not listed above THE ANNUAL BONUS OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS AND IS BASED UPON TOTAL COMPENSATION FOR SIMILAR ROLES IN SIMILAR ORGANIZATIONS. FOR 2021'S BONUS, ADDITIONAL CONSIDERATION WAS GIVEN DUE TO ADDITIONAL WORKLOAD TAKEN ON BY THE EXEUCTIVE DIRECTOR DURING THE MONTHS THE DIRECTOR OF FINANCE POSITION AT THE ORGANIZATION WAS VACANT.ANNUAL EMPLOYEE BONUSES ARE DETERMINED BY THE EXECUTIVE DIRECTOR AND ARE BASED ON A COMBINATION OF FULL TIME EQUIVALENT STATUS, LEVEL OF RESPOSIBILITY AND TASK BASED GOALS COMPLETED. FOR 2021, EMPLOYEES RECEIVED A ONE-TIME ADDITIONAL BONUS BECAUSE WAGE INCREASES WERE NOT RECEIVED FOR 18 MONTHS DUE TO COVID-19. Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: THE CORPORATION SERVES AS A GENERAL PARTNER OR LIMITED PARTNER IN FOUR LIMITED PARTNERSHIPS WHICH PROVIDE A TOTAL OF 156 TOTAL UNITS OF LOW-INCOME HOUSING LOCATED IN PETALUMA AND KENTFIELD, CALIFORNIA. THE CORPORATION ALSO SERVES AS THE SOLE OWNER OF ONE LIMITED LIABILITY COMPANY WHICH PROVIDES 49 UNITS OF LOW-INCOME HOUSING LOCATED IN SANTA ROSA, CA. Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et SEAN PRYDEN AND BEN PRYDEN - BROTHERS Form 990, Part VI, Line 11b: Form 990 Review Process THERE IS NO REVIEW PROCESS FOR THE FORM 990 BY THE BOARD OF DIRECTORS. FORM 990 IS REVIEWED BY THE FINANCE DIRECTOR AND SIGNED BY A BOARD OFFICER. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE BOARD OF DIRECTORS REVIEWS COMPARABLE DATA AND DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees BOARD OF DIRECTORS REVIEWS COMPARABLE DATA AND DETERMINES EXECUTIVE DIRECTORS COMPENSATION. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available DOCUMENTS ARE SENT BY MAIL OR EMAIL UPON REQUEST. Form 990, Page 4, Part V, Line 1a Explanation IN ADDITION TO THE EIGHTEEN 1099s ISSUED BY PETALUMA ECUMENICAL PROPERTIES (PEP), 1099s were issued by the following Disregarded Single Member LLCs of which PEP is the sole member:VIGIL LIGHT SENIOR APARTMENTS LLC, FEIN 85-4169170 - 6 Form 1099PEP - 18 FORMS 1099Total Number of Forms issued = 24 VIGIL LIGHT SENIOR APARTMENTS LLC 625 ACACIA LANE SANTA ROSA CA 95409 854169170 LOW-INCOME HOUSING CA 452677 8448678 PETALUMA ECUMENICAL PROPERTIES CAULFIELD LANE SENIOR HOUSING INC 625 ACACIA LANE SANTA ROSA CA 95409 680253852 LOW-INCOME HOUSING CA 501(C)(3) 10 PETALUMA ECUMENICAL PROPERTIES true 575 VALLEJO INC 625 ACACIA LANE SANTA ROSA CA 95409 680300447 LOW-INCOME HOUSING CA 501(C)(3) 10 PETALUMA ECUMENICAL PROPERTIES true EDITH STREET APARTMENTS INC 625 ACACIA LANE SANTA ROSA CA 95409 943325633 LOW-INCOME HOUSING CA 501(C)(3) 7 PETALUMA ECUMENICAL PROPERTIES true RICHARD S LIEB SENIOR APARTMENTS INC 625 ACACIA LANE SANTA ROSA CA 95409 710928528 LOW-INCOME HOUSING CA 501(C)(3) 7 PETALUMA ECUMENICAL PROPERTIES true CASA GRANDE SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 020793145 LOW-INC HSG CA PEP RELATED 21336 267560 false true 0.28424 575 VALLEJO STREET ASSOCIATES 625 ACACIA LANE SANTA ROSA CA 95409 680300444 LOW-INC HSG CA PEP RELATED -309832 2212333 false false 0.99000 579 VALLEJO STREET ASSOCIATES 625 ACACIA LANE SANTA ROSA CA 95409 680391342 LOW-INC HSG CA PEP RELATED -71846 2214415 false false 1.00000 TOUSSIN SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 271386487 LOW-INC HSG CA PEP RELATED -4 320712 false true 0.14064 ACACIA LANE SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 264729865 LOW-INC HSG CA CAULFIELD LANE false true KELLGREN SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 454320218 LOW-INC HSG CA CAULFIELD LANE false true ORANGE TREE SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 454320160 LOW-INC HSG CA CAULFIELD LANE false true SUN HOUSE SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 811017231 LOW-INC HSG CA CAULFIELD LANE false true RIVER CITY SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 825501768 LOW-INC HSG CA CAULFIELD LANE false false PONY EXPRESS SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 831065901 LOW-INC HSG CA CAULFIELD LANE false false true true true true false false false false false false false true false false false false true false false CAULFIELD LANE SENIOR HOUSING INC b 1548073 CASH PAID CAULFIELD LANE SENIOR HOUSING INC c 64228 CASH RECEIVED 575 VALLEJO STREET ASSOCIATES a 218566 CY INTEREST 575 VALLEJO STREET ASSOCIATES d 2789931 O/S PRINC&INT 575 VALLEJO STREET ASSOCIATES l 61566 CY FEES EARNED 579 VALLEJO STREET ASSOCIATES l 65333 CY FEES EARNED