2024-06-11T10:35:38-07:00 2023-12-31 680199099 SND Partners LLP 3470 Mt Diablo Blvd Suite A300 Lafayette CA 94549 990 2023-01-01 680253852 Caulfield Lane Senior Housing Inc CAUL 7077622336 625 Acacia Lane Santa Rosa CA 95409 JENNIFER LITWAK CEO/PRESIDENT 2024-06-06 true JENNIFER LITWAK 999009999 true Claude A Persons P00011016 9253762195 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z SEAN PRYDEN 625 Acacia Lane Santa Rosa CA 95409 858020 false X N/A X 1991 CA TO PROVIDE LOW-INCOME HOUSING 11 11 0 0 2015558 380714 67672 476203 193 1103 0 2083423 858020 32563 130829 0 3596 59589 0 0 113656 1065772 149815 1256190 1933608 -398170 31253743 30582733 26813961 26541121 4439782 4041612 TO PROVIDE LOW-INCOME HOUSING false false 660233 171557 THE ORGANIZATION OWNS AND OPERATES A 26 UNIT APARTMENT COMPLEX IN SANTA ROSA, CALIFORNIA FOR LOW-INCOME SENIORS AND PEOPLE WITH DISABILITIES. 555707 130829 304646 THE ORGANIZATION SERVES AS THE GENERAL PARTNER OF THREE LIMITED PARTNERSHIPS THAT PROVIDE A TOTAL OF 144 UNITS OF HOUSING FOR VERY LOW AND LOW-INCOME PERSONS IN SANTA ROSA, PETALUMA, AND OROVILLE, CA. THE ORGANIZATION IS ALSO THE SOLE OWNER OF THREE DISREGARDED ENTITIES WHICH SERVE AS THE GENERAL PARTNER OF LIMITED PARTNERSHIPS, WHICH PROVIDE A TOTAL OF 156 UNITS OF LOW-INCOME HOUSING IN UKIAH, VACAVILLE, AND PETALUMA, CA. 1215940 true true false false false false false false false false true false false false 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 false false false true 5 0 true 0 false false false false false false false 0 false false false false false false false X 11 11 true true false false false true false true false false false true true true false false true true false false CA X PEP HOUSING 7077622336 625 ACACIA LANE SANTA ROSA CA 95409 MARY STOMPE FORMER EXEC DIR 0.10 40.00 X 0 151176 15870 JENNIFER LITWAK CEO/PRESIDENT 0.10 40.00 X 0 105373 2883 KARIN ANDERSON DIR OF FINANCE 0.10 40.00 X 0 71157 10825 SEAN PRYDEN CHAIRPERSON 0.10 1.50 X X 0 0 0 HARRY COFFEY Vice CHAIR 0.10 1.50 X X 0 0 0 DON ROSS Treasurer 0.10 1.50 X X 0 0 0 BEN PRYDEN Secretary 0.10 1.50 X X 0 0 0 GEORGE F SPRAGENS Director 0.10 1.50 X 0 0 0 ANNA ROSE Director 0.10 1.50 X 0 0 0 JOSEPH TINNEY Director 0.10 1.50 X 0 0 0 ROY MARTINEZ Director 0.10 1.50 X 0 0 0 JEFFREY MAYNE Director 0.10 1.50 X 0 0 0 JIM RYAN Director 0.10 1.50 X 0 0 0 MATTHEW HAAS Director 0.10 1.50 X 0 0 0 327706 29578 0 false true false 0 165800 214914 380714 ALLOCABLE SHARE PS RENTS 531110 217959 217959 LAUNDRY INCOME 531110 448 448 MISCELLANEOUS INCOME 531110 80 80 PARTNERSHIP MGMT FEES 531110 86687 86687 TENANT RENTAL INCOME 531110 171029 171029 476203 1103 1103 0 0 0 0 0 0 0 0 858020 476203 1103 130829 130829 0 0 0 0 0 49799 49799 453 453 6118 6118 3219 3219 19344 19344 0 20906 20906 0 0 0 31152 31152 722 722 2332 2332 5632 5632 0 275131 275131 30 30 0 58 58 0 0 277898 277898 0 ALLOCABLE SHARE PS EXPENSES 338191 338191 PS MANAGEMENT FEES EXP 86687 86687 MISCELLANEOUS EXPENSES 3022 3022 BAD DEBTS 2561 2561 2106 2106 1256190 1215940 40250 0 1030929 217588 191658 0 7443 1999 0 0 20062500 20062500 0 5343 2030 10300681 283426 10086065 10017255 0 0 0 0 61463 89703 31253743 30582733 690970 195053 1 25238009 25463670 884982 882397 26813961 26541121 X 4439782 4041612 4439782 4041612 31253743 30582733 -398170 X false true X true true true X 1738065 870242 2015558 380714 5004579 64741 63337 33091 67666 476197 705032 0 0 0 64741 1801402 903333 2083224 856911 5709611 0 44588 5171 14861 6178 43781 114579 44588 5171 14861 6178 43781 114579 5595032 32 1 193 1103 1329 0 32 1 193 1103 1329 0 0 64773 1801402 903334 2083417 858014 5710940 0.97970 0.97640 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 488554 488554 9700651 260789 9439862 111476 22637 88839 10017255 DEVELOPER FEE PAYABLE 376000 INVESTMENT IN PS - NEGATIVE CAPITAL ACCT 389032 PARTNERSHIP MANAGEMENT FEES PAYABLE 86687 PAYABLE TO affiliate 17960 TENANT SECURITY DEPOSITS 12718 882397 X Part X : FIN48 Footnote CAULFIELD LANE SENIOR HOUSING, INC. HAS 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 CONSOLIDATED FINANCIAL STATEMENTS FOR THE SINGLE MEMBER LIMITED CORPORATIONS 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 LIMTED LIABILITY COMPANY MINIMUM TAX AND THE ANNUAL FEE APPEAR AS EXPENSE IN THE CONSOLIDATED FINANCIAL STATEMENTS.THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATIONS' FEDERAL AND STATE INCOME TAX AND INFORMATION RETURNS FOR THE YEARS 2019 THROUGH 2022 ARE SUBJECT TO EXAMINATION BY THE REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE RETURNS, RESPECTIVELY. true PEP HOUSING 625 ACACIA LANE SANTA ROSA CA 95409 942565270 501(C)(3) 130829 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 CAULFIELD LANE SENIOR HOUSING, INC. ARE OFFICERS OR DIRECTORS OF THE RECEIPIENT 501(C)(3) ORGANIZATION, PEP HOUSING. THEREFORE, THERE IS DIRECT OVERSIGHT OF THE GRANT FUNDS CONTRIBUTED TO PEP. false false false false false false false false false MARY STOMPE FORMER EXEC DIR 151176 15500 370 167046 Form 990, Part VI, Section A, Line 2 SEAN PRYDEN AND BEN PRYDEN - FAMILY RELATIONSHIP Form 990, Part VI, Section A, Line 3 THE ORGANIZATION AND PROJECT OWNED BY THE ORGANIZATION ARE MANAGED BY PEP HOUSING (PEP), A NONPROFIT PUBLIC BENEFIT CORPORATION RELATED TO THE CORPORATION BY COMMON MEMBERS OF THE BOARD OF DIRECTORS AND/OR THE POWER TO APPOINT DIRECTORS. PEP IS RESPONSIBLE FOR THE DAY TO DAY OPERATIONS OF THE ORGANIZATION AND LOW-INCOME HOUSING PROJECT, INCLUDING MAINTENANCE OF ACCOUNTING RECORDS, RENT COLLECTION, FACILITY MAINTENANCE, ETC. Form 990, Part VI, Section A, Line 8b THERE ARE NO SUBCOMMITTEES OF THE BOARD OF DIRECTORS. Form 990, Part VI, Section B, Line 11b THE MANAGEMENT AGENT REVIEWS THE FORM 990 BEFORE IT IS PRESENTED TO AN OFFICER FOR SIGNATURE. Form 990, Part VI, Section B, Line 15a THE CHIEF EXECUTIVE OFFICER/PRESIDENT AND DIRECTOR OF FINANCE OF A RELATED CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION ARE OFFICERS OF THIS CORPORATION. AS CHIEF EXECUTIVE OFFICER/PRESIDENT AND DIRECTOR OF FINANCE, THEY ARE COMPENSATED EMPLOYEES OF THAT RELATED ENTITY. THE BOARD OF DIRECTORS OF THE RELATED ENTITY REVIEWS COMPARABLE COMPENSATION DATA AND DETERMINES THEIR COMPENSATION. Form 990, Part VI, Section C, Line 19 DOCUMENTS ARE SENT BY EITHER MAIL OR EMAIL IN RESPONSE TO REQUESTS. SUN HOUSE SENIOR APARTMENTS LLC 625 ACACIA LANE SANTA ROSA CA 95409 680253852 SERVES AS GP IN FEIN 81-1017231, SEE PART III CA CAULFIELD LANE SENIOR HOUSING INC RIVER CITY SENIOR APARTMENTS LLC 625 ACACIA LANE SANTA ROSA CA 95409 680253852 SERVES AS GP IN FEIN 82-5501768, SEE PART III CA CAULFIELD LANE SENIOR HOUSING INC PONY EXPRESS SENIOR APARTMENTS LLC 625 ACACIA LANE SANTA ROSA CA 95409 680253852 SERVES AS GP IN FEIN 83-1065901, SEE PART III CA CAULFIELD LANE SENIOR HOUSING INC PEP HOUSING 625 ACACIA LANE SANTA ROSA CA 95409 942565270 LOW-INCOME HOUSING CA 501(C)(3) 7 NA false 575 VALLEJO INC 625 ACACIA LANE SANTA ROSA CA 95409 680300447 LOW-INCOME HOUSING CA 501(C)(3) 10 PEP HOUSING false RICHARD S LEIB SENIOR APARTMENTS 625 ACACIA LANE SANTA ROSA CA 95409 710928528 LOW-INCOME HOUSING CA 501(C)(3) 7 PEP HOUSING false EDITH STREET APARTMENTS 625 ACACIA LANE SANTA ROSA CA 95409 943325633 LOW-INCOME HOUSING CA 501(C)(3) 7 PEP HOUSING false 575 VALLEJO STREET 625 ACACIA LANE SANTA ROSA CA 95409 680300444 LOW-INCOME HOUSING CA PEP HOUSING false false 579 VALLEJO STREET 625 ACACIA LANE SANTA ROSA CA 95409 680391342 LOW-INCOME HOUSING CA PEP HOUSING false false CASA GRANDE SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 020793145 LOW-INCOME HOUSING CA PEP HOUSING false false ACACIA LANE SENIOR APARTMENTS 625 ACACIA LANE SANTA ROSA CA 95409 264729865 LOW-INCOME HOUSING CA 68-0253852 RELATED -117845 false true 0.50000 TOUSSIN SENIOR APARTMENTS 625 ACACIA LANE SANTA ROSA CA 95409 271386487 LOW-INCOME HOUSING CA 94-2565270 false false KELLGREN SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 454320218 LOW-INCOME HOUSING CA 68-0253852 RELATED -17 6579730 false true 0.00010 ORANGE TREE SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 454320160 LOW-INCOME HOUSING CA 68-0253852 RELATED 9966 7768188 false true 0.22418 SUN HOUSE SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 811017231 LOW-INCOME HOUSING CA 68-0253852 RELATED 23147 false true 0.00010 PONY EXPRESS SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 831065901 LOW-INCOME HOUSING CA 68-0253852 RELATED -1 1790592 false true 0.00000 RIVER CITY SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 825501768 LOW-INCOME HOUSING CA 68-0253852 RELATED 20882 2126915 false true 0.00000 false true true true false false false false false false false true true false false true false false false