2024-02-02T15:49:44-06:00 2023-06-30 943108253 NOVOGRADAC & COMPANY LLP 3025 NORTH WOOSTER AVENUE DOVER OH 44622 990 2022-07-01 452385626 CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT CORPORATION CALI 9254765887 1700 NORTH BROADWAY SUITE 405 WALNUT CREEK CA 94596 KEVIN O'ROURKE PRESIDENT 9166164387 2024-01-31 1 KEVIN OROURKE 888008888 0 FRANK BUSS II P00441804 3303655400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRIAN MOURA 1700 NORTH BROADWAY SUITE 405 WALNUT CREEK CA 94596 2926088 0 X WWW.CSCDA.ORG X 2011 CA TO SERVE OR PROVIDE INVESTMENT CAPITAL FOR LOW-INCOME COMMUNITIES OR LOW-INCOME PERSONS BY INVESTING IN SUBSIDIARY NEW MARKETS TAX CREDIT ALLOCATEES THAT PROVIDE LOANS OR FINANCIAL SERVICES TO QUALIFIED BUSINESSES IN LOW-INCOME COMMUNITIES IN THE ORGANIZATIONS'S SERVICE AREA OF CALIFORNIA. 8 8 0 0 0 0 0 0 1993709 2912117 280 13971 0 0 1993989 2926088 0 0 0 0 0 0 0 0 0 1922706 2769611 1922706 2769611 71283 156477 349849 552611 121868 168153 227981 384458 X THE ORGANIZATION'S PRIMARY MISSION IS TO SERVE OR PROVIDE INVESTMENT CAPITAL FOR LOW-INCOME COMMUNITIES OR LOW-INCOME PERSONS BY INVESTING IN SUBSIDIARY NEW MARKETS TAX CREDIT ALLOCATEES THAT PROVIDE LOANS OR FINANCIAL SERVICES TO QUALIFIED BUSINESSES IN LOW-INCOME COMMUNITIES IN THE ORGANIZATION'S SERVICE AREA OF CALIFORNIA. 0 0 2697411 2912117 THE ORGANIZATION'S SOLE ACTIVITY IS TO PROVIDE CAPITAL TO QUALIFIED BUSINESSES IN LOW-INCOME COMMUNITIES UTILIZING THE FEDERAL NEW MARKETS TAX CREDIT PROGRAM AND AS SUCH ALL REVENUES AND EXPENSES ARE DERIVED FROM THE CLOSING AND MANAGING OF THESE PROJECTS. 2697411 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X JON PENKOWER 9254765887 1700 NORTH BROADWAY SUITE 405 WALNUT CREEK CA 94596 X BRIAN MOURA PRESIDENT 0.50 X X 0 0 0 JORDAN KAUFMAN VICE PRESIDENT 0.50 X X 0 0 0 KEVIN O'ROURKE SECRETARY 0.50 X X 0 0 0 DAN MIERZWA TREASURER 0.50 X X 0 0 0 TIM SNELLINGS TRUSTEE 0.50 X 0 0 0 BRIAN STIGER TRUSTEE 0.50 X 0 0 0 NIROOP SRIVATSA TRUSTEE 0.50 X 0 0 0 JIM ERB ALTERNATE TRUSTEE 0.50 X 0 0 0 0 0 0 0 0 0 0 BRIDGE STRATEGIC PARTNERS LLC 1700 NORTH BROADWAY SUITE 405 WALNUT CREEK CA 94596 NMTC CONSULTING 1059618 BRECKENRIDGE CONSULTING SERVICES INC 229 BROADWAY EAST SUITE 21 SEATTLE WA 98102 NMTC CONSULTING 695637 LEAGUE OF CALIFORNIA CITIES 1400 K ST SUITE 400 SACRAMENTO CA 95814 NMTC CONSULTING 369873 CALIFORNIA STATE ASSOCIATION OF COUNTIES 1100 K ST SUITE 101 SACRAMENTO CA 95814 NMTC CONSULTING 369873 NEW MARKET SUPPORT COMPANY LLC 609 W RANDOLPH ST 2ND FLOOR CHICAGO IL 60661 NMTC BOOKKEEPING SERVICES 197778 5 CLOSING FEE INCOME 541200 2325000 2325000 ASSET MANAGEMENT FEE I 541200 587117 587117 2912117 13971 13971 2926088 2912117 0 13971 48500 48500 SPONSOR FEES 1997142 1997142 PROFESSIONAL FEES 700269 700269 CA TAX AND FILING FEES 17300 17300 MISCELLANEOUS EXPENSES 6400 6400 2769611 2697411 72200 0 331710 415489 8618 123112 9521 14010 349849 552611 46868 108153 15000 0 60000 60000 121868 168153 X 227981 384458 227981 384458 349849 552611 156477 0 X X 0 1 X 1 0 0 RESERVATION FEES PAYABLE 60000 60000 X 2926088 0 2926088 0 2926088 2769611 0 2769611 0 2769611 PART X, LINE 2: THE CORPORATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM SIMILAR STATE AND LOCAL TAXES. THE PREPARATION OF FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE ORGANIZATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE ORGANIZATION. THE ORGANIZATION HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE ORGANIZATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY MANAGEMENT AND APPROVED BY THE BOARD OF DIRECTORS. IT IS DELIVERED ELECTRONICALLY OR VIA USPS FOR THOSE WHO HAVE LIMITED ACCESS TO EMAIL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ONLINE. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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