2024-10-18T11:12:29-05:00 2023-12-31 943108253 NOVOGRADAC & COMPANY LLP PO BOX 7833 SAN FRANCISCO CA 941207833 990 2023-01-01 946108510 MARTIN LUTHER TOWER INC MART 4158851084 1031 FRANKLIN ST STE103 SAN FRANCISCO CA 94109 GERALD LUNDBLAD TREASURER 4152794153 2024-10-15 1 0 JONATHAN C ADKINS P01303469 4153568000 2023 2024-10-15 13:58:12Z GERALD LUNDBLAD 1031 FRANKLIN ST STE103 SAN FRANCISCO CA 94109 1734880 0 X WWW.MLTINC.ORG X 2005 CA THE CORPORATION PROVIDES HOUSING AND OTHER SERVICES TO SENIOR CITIZENS. 10 10 0 0 16106 0 496035 205870 1023459 1512495 28492 16515 0 0 1547986 1734880 102517 102850 0 0 0 0 0 0 0 814426 1622389 916943 1725239 631043 9641 14432303 15804752 5953015 7272099 8479288 8532653 THE CORPORATION IS THE GENERAL PARTNER OF A PARTNERSHIP THAT OPERATES A 121-UNIT APARTMENT COMPLEX THAT PROVIDES RENTAL HOUSING FOR THE BENEFIT OF ELDERLY RESIDENTS. RESIDENTS HAVE ACCESS TO SOME ACTIVITIES AND SOCIAL SERVICES. 0 0 1407998 102850 1512904 INTEREST INCOME AND INVESTMENT IN LOW INCOME HOUSING RENTAL REAL ESTATE, WHICH INCLUDES RESIDENT AND SOCIAL SERVICES FOR TENANTS. 1407998 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 0 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 CA X JEFF KOHLER 4152053536 1031 FRANKLIN STREET SUITE 103 SAN FRANCISCO CA 94109 X BARBARA BOCK BOARD MEMBERS 5.00 X X 0 0 0 BARBARA ENGMANN BOARD MEMBERS 5.00 X 0 0 0 JON MOELLER BOARD MEMBERS 5.00 X 0 0 0 SHANNON CHENG VICE PRESIDENT 10.00 X X 0 0 0 GERALD LUNDBLAD PRESIDENT 10.00 X X 0 0 0 SUSIE SMITH SECTRETARY 5.00 X 0 0 0 SCOTT TAYLOR TREASURER 10.00 X X 0 0 0 LYLE BECKMAN BOARD MEMBERS 5.00 X 0 0 0 NANCY NIELSEN BOARD MEMBERS 2.00 X 0 0 0 RICHARD SEEFELDT BOARD MEMBERS 2.00 X 0 0 0 0 0 0 0 0 0 0 STRUCTURE FACILITIES MANAGEMENT LLC 1031 FRANKLIN STREET SUITE 305 SAN FRANCISCO CA 94901 FACILITIES MANAGEMENT, REPAIRS AND MAINT 179072 JEFF KOHLER LLC 495 CORBETT AVENUE SAN FRANCISCO CA 94114 EXECUTIVE DIRECTOR 121469 2 205870 205870 SELLER NOTE INTEREST 531110 485349 485349 GROUND LEASE 531110 417723 417723 GROSS RENTAL INCOME 532000 341610 341610 OTHER REIMBURSEMENT 532000 194502 194502 MANAGEMENT FEE 531110 73311 73311 1512495 16106 16106 409 0 409 409 409 1734880 1512904 16106 0 102850 102850 72167 72167 790 790 90758 90758 14925 14925 6192 3096 3096 39575 35618 3957 50001 50001 FLOW THROUGH LOSS 874979 874979 REPAIRS AND MAINTENANCE 143950 143950 GENERAL AND ADMINISTRAT 132844 55717 77127 CONSULTING EXPENSE 130500 60000 70500 65708 59621 6087 1725239 1407998 317241 0 108026 236043 12859 156408 13405201 14554311 92060 13798 378178 117650 291799 260528 522358 583664 14432303 15804752 39602 44725 5913413 7227374 5953015 7272099 X 8479288 8532653 8479288 8532653 14432303 15804752 9641 43724 0 X X 0 1 X 1 0 X 357 1075 27100 63702 41071 133305 1071063 920384 1173316 1317416 1836190 6318369 1071420 921459 1200416 1381118 1877261 6451674 0 0 0 6451674 43980 15374 15673 28492 16515 120034 43980 15374 15673 28492 16515 120034 1115400 936833 1216089 1409610 1893776 6571708 0.98170 0.97160 0.01830 0.02840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 170318 170318 10725 89579 76198 24106 107556 41452 66104 260528 INVESTMENT IN MARTIN LUTHER TOWER, L.P. 6740051 DUE TO SMLC 3043 TENANT SECURITY DEPOSITS 14250 PREPAID RENT 18756 NOTES PAYABLE - MIF 451274 7227374 1734880 0 1734880 0 1734880 1725239 0 1725239 0 1725239 0 ST MARK'S LUTHERAN CHURCH 1111 OFARRELL STREET SAN FRANCISCO CA 94109 941418294 170(B)(1)(A)(I) 100000 0 TO SUPPORT SOCIAL SERVICES ACTIVITIES OF ST. MARKS LUTHERAN CHURCH FORM 990, PART VI, SECTION A, LINE 3 THE JOHN STEWART COMPANY PERFORMS MANAGEMENT FUNCTIONS FOR THE COMPANY. FORM 990, PART VI, SECTION A, LINE 7A EACH INDIVIDUAL MEMBER ON THE BOARD OF TRUSTEES VOTES AS A COLLECTIVE WHOLE ON OFFICER APPOINTMENTS AND ADDITIONS TO THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE MLTI CORPORATION MEMBERS HOLD AUTHORITY TO APPROVE MEMBERS OF THE MLT BOARD OF DIRECTORS (TRUSTEES). THE COUNCIL AND THE MLTI TRUSTEES COME TOGETHER AS ONE COMBINED GROUP OF MEMBERS FOR THE AUTHORIZATION VOTE. FORM 990, PART VI, SECTION A, LINE 8B ANY ACTION/DECISIONS BY THE FINANCE AND AUDIT COMMITTEES ARE ALSO APPROVED BY THE BOARD OF MLT AND NO ACTIONS BY THOSE COMMITTEES ARE TAKEN WITHOUT THAT APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 WAS MADE AVAILABLE TO THE BOARD FOR REVIEW AND THE BOARD CHANGES WERE INCORPORATED IN THE FINAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS THE CONFLICT OF INTEREST POLICY AS NEEDED BASED ON THE ANNUAL DISCLOSURE FORMS SUBMITTED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 NO REQUESTS WERE RECEIVED TO MAKE DOCUMENTS AVAILABLE TO THE PUBLIC IN 2023. UPON REQUEST, DOCUMENTS WOULD BE MADE AVAILABLE AS APPROPRIATE. FORM 990, PART XII THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE REVIEW PROCESSING REMAINS THE SAME AS THE PRIOR YEAR. ST MARK'S LUTHERAN CHURCH 1111 OFARRELL STREET SAN FRANCISCO CA 94109 941418294 CHRISTIAN CONGREGATION REACHING OUT TO VARIOUS COMMUNITIES CA 0 MARTIN LUTHER TOWER LP 1031 FRANKLIN STREET SUITE 103 SAN FRANCISCO CA 94109 202318567 LOW-INCOME HOUSING RENTAL REAL ESTATE CA RELATED -585280 9760568 0 1 0.00010 1031 FRANKLIN STREET LLC 1031 FRANKLIN STREET SUITE 103 SAN FRANCISCO CA 94109 946108510 LOW-INCOME HOUSING RENTAL REAL ESTATE CA RELATED 78271 6151191 0 1 1.00000 ELLA ROHLFFS PLACE LP 1388 SUTTER ST FL 11TH SAN FRANCISCO CA 94109 884080435 LOW-INCOME HOUSING RENTAL REAL ESTATE CA RELATED 659565 0 1 0.99990 MLT ELLA ROHLFFS LLC 1031 FRANKLIN STREET SUITE 103 SAN FRANCISCO CA 94109 946108510 LOW-INCOME HOUSING RENTAL REAL ESTATE CA RELATED 0 1 1.00000 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 MARTIN LUTHER TOWER LP A 485349 ACCRUAL BASIS INTEREST INCOME ST MARK'S LUTHERAN CHURCH B 100000 AMOUNT STATED IN GRANT AGREEMENT ST MARK'S LUTHERAN CHURCH J 1 AMOUNT STATED IN LEASE AGREEMENT