2025-11-12T20:55:26-06:00 2024-12-31 943108253 NOVOGRADAC & COMPANY LLP 1435 N MCDOWELL BLVD SUITE 350 PETALUMA CA 94954 990 2024-01-01 010813367 HOUSING WITH HEART INC HOUS 9492638676 17701 COWAN AVENUE 200 IRVINE CA 92614 HELEN O'SULLIVAN TREASURER 9492638676 2025-11-12 1 0 LANCE SMITH P00696626 4152236130 2024 2025-03-06 01:10:19Z MARK SCHULTZ 17701 COWAN AVENUE 200 IRVINE CA 92614 9403974 0 X WWW.JAMBOREEHOUSING.COM X 2004 CA HOUSING WITH HEART INC. PROVIDES SUPPORTIVE SERVICES TO LOW INCOME FAMILES AND SENIORS. 5 5 0 171 0 0 754185 467672 4000464 8936286 0 16 0 0 4754649 9403974 144 60000 0 0 3422265 5355819 0 0 213267 1869323 2932288 5291732 8348107 -537083 1055867 1568395 3262431 1609786 2247955 -41391 1014476 HOUSING WITH HEART INC. IS ORGANIZED TO PROVIDE ONSITE SERVICES TO LOW INCOME FAMILIES AND SENIORS LIVING IN AFFORDABLE HOUSING COMMUNITIES IN CALIFORNIA AND ALSO TO PROVIDE OPPORTUNITIES AND RESOURCES FOR RESIDENTS TO IMPROVE THEIR QUALITY OF LIFE. 0 0 6963968 60000 8936286 THE ORGANIZATION PROVIDES SERVICES TO MORE THAN 5,000 LOW AND VERY LOW INCOME FAMILIES LIVING IN AFFORDABLE HOUSING COMMUNITIES THROUGHOUT CALIFORNIA. GENERAL PROGAMS INCLUDE AFTER-SCHOOL AND SUMMER PROGRAM FOR CHILDREN; WORKSHOPS, RESOURCES, AND REFERRALS FOR ADULTS; IN-HOME SUPPORT FOR SENIOR RESIDENTS; AND COMMUNITY-WIDE EVENTS FOR ALL RESIDENTS. 6963968 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 1 0 0 0 1 11 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X JAMBOREE HOUSING CORPORATION 9492638676 17701 COWAN AVENUE 200 IRVINE CA 92614 MARY LYNN COFFEE CHAIR 0.10 0.10 X X 0 0 0 PERICA BELL VICE CHAIR 0.10 0.10 X X 0 0 0 MARK HOOVER TREASURER 0.10 0.10 X X 0 0 0 CESAR COVARRUBIAS SECRETARY 0.10 0.10 X X 0 0 0 PATRICK D MCCALLA DIRECTOR 0.10 0.10 X 0 0 0 LAURA ARCHULETA PRESIDENT & CEO 0.10 40.00 X 0 599787 67023 MICHAEL MASSIE CHIEF DEVELOPMENT OFFICER 0.10 40.00 X 0 516109 63307 MARK SCHULTZ CHIEF FINANCIAL OFFICER 2.00 40.00 X 0 294013 32240 ROGER KINOSHITA VP, REAL ESTATE ACQUISITIO 0.10 40.00 X 0 256199 31846 KAREN HAMMOND VP, HUMAN RESOURCES 0.10 40.00 X 0 247457 21930 TISH KELLY VP, HOUSING DEVELOPMENT 0.10 40.00 X 0 354264 13494 NATALIE REIDER VP, COMMUNITY OPERATIONS 0.10 40.00 X 0 266149 31873 KATHERINE MCFADDEN VP, NORTHERN CALIFORNIA 0.10 40.00 X 0 231748 22741 JAQUELINE MARTINEZ VP 0.10 40.00 X 0 133915 1009 VICTORIA RODRIGUEZ VP, DEVELOPMENT 0.10 40.00 X 0 282066 31519 KELSEY BREWER VP, BUSINESS DEVELOPMENT 0.10 40.00 X 0 201051 10099 0 3382758 327081 0 0 1 0 0 467672 467672 SOCIAL SERVICES FEES 624100 5469214 5469214 CALAIM INCOME 624100 3467072 3467072 8936286 16 16 9403974 8936286 0 16 60000 60000 4453190 4062449 248365 142376 590759 551915 24693 14151 311870 296666 9664 5540 2450 1517 933 471404 295334 156261 19809 12271 10117 1601 553 116547 113884 1693 970 22768 14264 7547 957 7644 4789 2534 321 JHC ADMININSTRATION FEE 1292000 799952 492048 OTHER EXPENSES 680384 426261 225533 28590 PROGRAM MATERIALS 325873 325873 MAINTENANCE 947 947 8348107 6963968 1170872 213267 155136 231927 0 518503 1413259 2512001 1568395 3262431 1609786 2247955 1609786 2247955 X -41391 1014476 -41391 1014476 1568395 3262431 1055867 0 X X 0 1 X 1 0 X X 1 JAMBOREE HOUSING CORPORATION 330413518 10 1 6963968 0 1 6963968 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 ADDITIONAL INFORMATION FOR SCHEDULE A LINE 11(G) COLUMN V: SUPPORT FOR JAMBOREE HOUSING CORPORATION INCLUDES THE TOTAL AMOUNT EXPENDED FOR PROGRAM SERVICES LISTED ON PART IX OF $6,963,968 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE CORPORATION IS A NON-PROFIT CORPORATION ORGANIZED PURSUANT TO THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF THE CALIFORNIA FRANCHISE TAX CODE. AS SUCH, THE CORPORATION IS EXEMPT FROM TAXES ON ITS BUSINESS-RELATED INCOME. THE PREPARATION OF FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE CORPORATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE CORPORATION. THE CORPORATION HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE CORPORATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE CORPORATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. CALIFORNIA TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS FOUR YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE CORPORATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. 1 HOUSING FOR HEALTH ORANGE COUNTY INC 17701 COWAN AVENUE SUITE 200 IRVINE CA 92614 873137292 501(C)(3) 60000 0 GENERAL SUPPORT 1 PART I, LINE 2: HOUSING WITH HEART, INC. IS ORGANIZED TO PROVIDE ON-SITE SERVICES TO RESIDENTS OF AFFORDABLE HOUSING COMMUNITIES. SENIOR MANAGEMENT CLOSELY MONITORS THE OPERATIONS OF HOMES AND HOUSING WITH HEART, INC. AS THEIR MANAGEMENT REPORTS TO JAMBOREE HOUSING CORPORATION'S SENIOR MANAGEMENT AND IS SUBJECT TO MANAGEMENT'S REVIEW AS PART OF JAMBOREES HOUSING CORPORATIONS'S REGULAR OPERATIONS. X X X 0 0 0 0 0 0 0 0 0 LAURA ARCHULETA PRESIDENT & CEO 0 543450 0 50337 0 6000 0 43607 0 23416 0 666810 0 0 MICHAEL MASSIE CHIEF DEVELOPMENT OFFICER 0 474589 0 41520 0 0 0 40649 0 22658 0 579416 0 0 TISH KELLY VP, HOUSING DEVELOPMENT 0 326392 0 27872 0 0 0 12556 0 938 0 367758 0 0 MARK SCHULTZ CHIEF FINANCIAL OFFICER 0 287805 0 6208 0 0 0 11774 0 20466 0 326253 0 0 VICTORIA RODRIGUEZ VP, DEVELOPMENT 0 258839 0 23227 0 0 0 10740 0 20779 0 313585 0 0 NATALIE REIDER VP, COMMUNITY OPERATIONS 0 244221 0 21928 0 0 0 9368 0 22505 0 298022 0 0 ROGER KINOSHITA VP, REAL ESTATE ACQUISITIO 0 235120 0 21079 0 0 0 9435 0 22411 0 288045 0 0 KAREN HAMMOND VP, HUMAN RESOURCES 0 227059 0 20398 0 0 0 9262 0 12668 0 269387 0 0 KATHERINE MCFADDEN VP, NORTHERN CALIFORNIA 0 214896 0 16852 0 0 0 0 0 22741 0 254489 0 0 KELSEY BREWER VP, BUSINESS DEVELOPMENT 0 185397 0 15654 0 0 0 0 0 10099 0 211150 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS VIA ITS TAX COMMITTEE REVIEWS AND APPROVES FORM 990 PRIOR TO FILING AND THE TREASURER SIGNS THE FORM. COPIES OF THE FORM ARE GIVEN TO ALL MEMBERS OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS, OFFICERS, MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS, AND STAFF IDENTIFY SITUATIONS THAT PRESENT POTENTIAL CONFLICTS OF INTEREST AND THEY FOLLOW PROCEDURES TO DETERMINE WHETHER A TRANSACTION MAY BE APPROVED AND TREATED AS VALID EVEN THOUGH A CONFLICT OF INTEREST MAY EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT PAY COMPENSATION TO ANY OFFICER, DIRECTOR OR KEY EMPLOYEE. IF THE ORGANIZATION WERE TO PAY COMPENSATION IN THE FUTURE, THE BOARD OF DIRECTORS, VIA ITS PERSONNEL COMMITTEE WOULD CONDUCT A COMPENSATION SURVEY IN ORDER TO DETERMINE APPROPRIATE RANGE FOR COMPENSATION AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AND PROVIDES THEM TO THE PUBLIC WHEN REQUESTED. PART XII, LINE 2C THE AUDIT COMMITTEE ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. SUPPLEMENTAL INFO: PART V QUESTION 2A THE COMPENSATION AND EMPLOYEE BENEFITS SHOWN IN SCHEDULE IX, STATEMENT OF FUNCTIONAL EXPENSES, REPRESENTS REIMBURSEMENTS TO THE SUPPORTED ORGANIZATION FOR COMPENSATION PAID BY THE SUPPORTED ORGANIZATION. HOUSING WITH HEART, INC. HAS NO EMPLOYEES. JAMBOREE HOUSING CORPORATION 17701 COWAN AVENUE 200 IRVINE CA 92614 330413518 PROVIDE AFFORDABLE HOUSING TO NEEDY INDIVIDUALS CA 501(C)(3) 9 N/A 0 JHC-WOODGLEN INC 17701 COWAN AVENUE 200 IRVINE CA 92614 760726272 PROVIDE AFFORDABLE HOUSING TO NEEDY INDIVIDUALS CA 501(C)(3) 11A JAMBOREE HOUSING CORPORATION 0 JHC RIVER RANCH INC 17701 COWAN AVENUE 200 IRVINE CA 92614 330948905 PROVIDE AFFORDABLE HOUSING TO NEEDY INDIVIDUALS CA 501(C)(3) 11A JAMBOREE HOUSING CORPORATION 0 THE MEADOWS IN IRVINE 17701 COWAN AVENUE 200 IRVINE CA 92614 330789247 PROVIDE AFFORDABLE HOUSING TO NEEDY INDIVIDUALS CA 501(C)(3) 11A JAMBOREE HOUSING CORPORATION 0 HELPING OUR MENTALLY ILL EXPERIENCE SUCCESS 17701 COWAN AVENUE 200 IRVINE CA 92614 330107781 PROVIDE AFFORDABLE HOUSING TO MENTALLY ILL INDIVIDUALS CA 501(C)(3) 7 JAMBOREE HOUSING CORPORATION 0 QUALITY DEVELOPMENT AND CONSTRUCTION COMPANY INC 17701 COWAN AVENUE 200 IRVINE CA 92614 460815785 PROVIDE GEN. CONTRACTING, ARCHITECTURAL AND CONST. MGMT. TO AFFORDABLE HSG. CA 501(C)(3) 11A JAMBOREE HOUSING CORPORATION 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 JAMBOREE HOUSING CORPORATION O 1292000 ANNUAL BUDGETS JAMBOREE HOUSING CORPORATION C 467672 ACTUAL CASH RECEIVED