2025-11-14T10:57:03-06:00 2024-12-31 582487348 Aprio Advisory Group LLC 2185 N California Blvd Suite 350 Walnut Creek CA 94596 990 2024-01-01 942565270 PEP Housing PEPH 7077622336 625 Acacia Lane Santa Rosa CA 95409 Jennifer Litwak CEO/President 7077622336 2025-11-14 1 1 Stacy Cullen P00974308 9252102180 2025-11-14 2024 2025-03-06 01:10:19Z Jennifer Litwak 625 Acacia Lane Santa Rosa CA 95409 8137886 0 X www.pephousing.org X 1978 CA PEP Housing, a nonprofit organization, develops and manages quality affordable housing and provides supportive services for older adults with limited incomes. 11 11 58 10 0 0 3530253 4142520 2662548 3505675 390132 489691 -17508 0 6565425 8137886 185204 265797 0 0 2155930 2367929 0 0 71183 4120641 3723746 6461775 6357472 103650 1780414 23359623 12778744 11331578 3561368 12028045 9217376 X PEP Housing, a nonprofit organization, develops and manages quality affordable housing and provides supportive services for older adults with limited incomes. 0 0 5947605 265797 3505675 Directly owns and operates 7 buildings, comprising of 85 units of low-income housing for senior citizens and persons with disabilities in petaluma, California. Provision of development & construction management services in the development and rehabilitation of affordable housing projects for the benefit of low-income senior citizens and persons with disabilities. Property management of assisted housing for low-income senior citizens and persons with disabilities. 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 and the sole owner of two other limited liability companies that serves as a general partner of limited partners that provide low-income housing. 5947605 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 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 1 1 1 1 0 0 1 17 0 1 58 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 0 0 CA X X X Karin Anderson 7077622336 625 Acacia Lane Santa Rosa CA 95409 Harry Coffey Chair Person 0.50 2.50 X X 0 0 0 Sean Pryden Vice Chair 0.50 2.50 X X 0 0 0 Don Ross Treasurer 0.50 2.50 X X 0 0 0 Ben Pryden Secretary 0.50 2.50 X X 0 0 0 George F Spragens Director 0.50 2.50 X 0 0 0 Joseph Tinney Director 0.50 2.50 X 0 0 0 Roy Martinez Director 0.50 2.50 X 0 0 0 Jim Ryan Director 0.50 2.50 X 0 0 0 Matthew Haas Director 0.50 2.50 X 0 0 0 Ricardo Villagomez Director 0.50 2.50 X 0 0 0 Eloise Tweeten Director 0.50 2.50 X 0 0 0 Jennifer Litwak CEO/President 40.00 1.00 X 256852 0 20994 Karin Anderson Sr Dir-Finance 40.00 1.00 X 148833 0 15919 Jim Wallen Dir of HSG Dev 40.00 1.00 X 170563 0 11439 Kerry Bentz VP of Property Ops 40.00 1.00 X 140177 0 6004 Pamela Lemos Dir of Maintenance 40.00 1.00 X 103000 0 8160 819425 0 62516 5 0 1 0 Agave Landscaping 6287 Sonoma Hwy Santa Rosa CA 95409 Landscaping 112096 Robert W Hayes 620 Butte Street Sausalito CA 94965 Architecture 110992 2 2415 61280 2145686 1933139 4142520 Property Management Fe 531310 957160 957160 Allocable Share PS Ren 531110 900971 900971 Developer Fees 531110 857143 857143 Tenant Rents 531110 583991 583991 Other Income 531110 196233 196233 10177 10177 3505675 489691 489691 0 2415 0 0 8137886 3505675 0 489691 265797 265797 277846 245010 24498 8338 1710581 1524818 134148 51615 27181 20593 5804 784 129887 100342 26031 3514 222434 171243 45102 6089 79092 71183 7909 44370 44370 57814 48722 8249 843 10337 9465 872 93106 87286 5820 139541 127732 11809 385222 380126 5096 4621 4217 404 68768 62394 6374 196141 196141 280746 274402 6344 114929 111019 3910 Allocable Share PS Expe 2068566 2068566 Community Relations 124646 124646 Dues and Subscription 16369 15007 1362 Development Expense 15650 15650 23828 23246 582 6357472 5947605 338684 71183 695197 4476319 4408687 188746 540774 3615206 6822347 71247 122411 5123718 2727971 9830239 2395747 -629293 -6444950 5111962 4933728 23359623 12778744 2071028 533947 9198461 2983363 62089 44058 11331578 3561368 X 11467068 8971626 560977 245750 12028045 9217376 23359623 12778744 X 1780414 -4591083 X X 0 1 X 1 0 X 2591001 1898678 2375308 3530253 4142520 14537760 2591001 1898678 2375308 3530253 4142520 14537760 2517142 12020618 274849 255170 268825 390132 489691 1678667 16216427 17739135 0.74130 0.79750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 719640 719640 4002651 2433811 1568840 78696 49070 29626 68857 43988 24869 253874 201102 52772 2395747 Development in progress 557860 A/R - Affiliates 4375868 4933728 Tenant Security Deposits 44058 44058 X Part X, Line 2: 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 consolidated 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 consolidated financial statements. The Organization believes 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. The Organization's federal and state income tax and information returns for the years 2020 through 2023, are subject to examination by the regulatory agencies, generally for three years and four years after they were filed for federal and state, respectively. 1 Caulfield Lane Senior HSG Inc 625 Acacia Lane Santa Rosa CA 95409 680253852 501(C)(3) 213922 0 General Support: Low Income Housing Edith Street Senior Apartments Inc 625 Acacia Lane Santa Rosa CA 95409 943325633 501(C)(3) 35268 0 General Support: Low Income Housing Richard S Lieb Senior Apartments 625 Acacia Lane Santa Rosa CA 95409 710928528 501(C)(3) 16607 0 General Support: Low Income Housing 3 Part I, Line 2: All of the officers and directors of the board of directors of Pep Housing are officers or directors of the recipient 501(c)(3) organization, Caulfield Lane Senior Housing, Inc (CLSHI). Therefore, there is direct oversight of the grant funds contributed to CLSHI. X 0 0 0 0 0 0 0 1 0 Jennifer Litwak CEO/President 231852 0 25000 0 0 0 11208 0 9786 0 277846 0 0 0 Karin Anderson Sr Dir-Finance 140700 0 8133 0 0 0 6133 0 9786 0 164752 0 0 0 Jim Wallen Dir of HSG Dev 161922 0 8641 0 0 0 1653 0 9786 0 182002 0 0 0 Part I, Line 7 The annual bonus of the chief executive officer is determined by the board of directors and is based upon total compensation for similar roles in similar organizations. Discretionary annual employee bonuses may be paid, as determined by the chief executive officer. Form 990, Part VI, Section A, line 2 Sean Pryden and Ben Pryden have a family relation. Form 990, Part VI, Section B, line 11b There is no review process for the form 990 by the board of directors. Form 990 is reviewed by the senior director of finance and signed by a board officer. Form 990, Part VI, Section B, line 15a The board of directors reviews comparable data and determines the Chief Executive Officer's compensation. Form 990, Part VI, Section C, line 19 Documents are sent by mail or email upon request. Form 990, Part XI, line 9: Transfer of asset in excess of basis -4,591,083. Form 990, Part XII, Line 2c: The process has not changed from prior year. Vigil Light Senior Apartments LLC 625 Acacia Lane Santa Rosa CA 95409 854169170 Low-Income Housing CA 208425 -5348017 PEP Housing 1317 South Grand MGP LLC 625 Acacia Lane Santa Rosa CA 95409 934168278 Low-Income Housing CA 0 0 PEP Housing 1411 Flower Street MGP LLC 625 Acacia Lane Santa Rosa CA 95409 365091437 Low-Income Housing CA 0 0 PEP Housing 603 South Mariposa MGP LLC 625 Acacia Lane Santa Rosa CA 95409 993348825 Low-Income Housing CA 0 0 PEP Housing 1621 North McCadden MGP LLC 625 Acacia Lane Santa Rosa CA 95409 993372928 Low-Income Housing CA 0 0 PEP Housing 6766 Hawthorn MGP LLC 625 Acacia Lane Santa Rosa CA 95409 993304570 Low-Income Housing CA 0 0 PEP Housing Caulfield Lane Senior Housing Inc 625 Acacia Lane Santa Rosa CA 95409 680253852 Low-Income Housing CA 501(C)(3) Line 10 Organization PEP Housing 1 575 Vallejo INC 625 Acacia Lane Santa Rosa CA 95409 680300447 Low-Income Housing CA 501(C)(3) Line 10 Organization PEP Housing 1 Edith Street Senior Apartments Inc 625 Acacia Lane Santa Rosa CA 95409 943325633 Low-Income Housing CA 501(C)(3) Line 7 Organization PEP Housing 1 Richard S Lieb Senior Apartments Inc 625 Acacia Lane Santa Rosa CA 95409 710928528 Low-Income Housing CA 501(C)(3) Line 7 Organization PEP Housing 1 Casa Grande Senior Apartments LP 625 Acacia Lane Santa Rosa CA 95409 020793145 Low-Income Housing CA PEP Housing Related -104796 3282271 0 1 0.01000 575 Vallejo Street Associates 625 Acacia Lane Santa Rosa CA 95409 680300444 Low-Income Housing CA PEP Housing Related 232389 2406196 0 0 0.99000 579 Vallejo Street Associates 625 Acacia Lane Santa Rosa CA 95409 680391342 Low-Income Housing CA PEP Housing Related 386985 2491080 0 0 1.00000 Toussin Senior Apartments LP 625 Acacia Lane Santa Rosa CA 95409 271386487 Low-Income Housing CA PEP Housing Related -2 325644 0 1 0.14190 Vigil Light Senior Apartments LP 625 Acacia Lane Santa Rosa CA 95409 991655455 Low-Income Housing CA PEP Housing Related -103249 15935560 0 1 0.00010 Acacia Lane Senior Apartments LP 625 Acacia Lane Santa Rosa CA 95409 264729865 Low-Income Housing CA Caulfield Lane 0 1 Kellgren Senior Apartments LP 625 Acacia Lane Santa Rosa CA 95409 454320218 Low-Income Housing CA Caulfield Lane 0 1 Orange Tree Senior Apartments LP 625 Acacia Lane Santa Rosa CA 95409 454320160 Low-Income Housing CA Caulfield Lane 0 1 Sun House Senior Apartments LP 625 Acacia Lane Santa Rosa CA 95409 811017231 Low-Income Housing CA Caulfield Lane 0 1 River City Senior Apartments LP 625 Acacia Lane Santa Rosa CA 95409 825501768 Low-Income Housing CA Caulfield Lane 0 0 Pony Express Senior Apartments LP 625 Acacia Lane Santa Rosa CA 95409 831065901 Low-Income Housing CA Caulfield Lane 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 Caulfield Lane Senior Housing Inc B 213922 Actual Amount Caulfield Lane Senior Housing Inc C 61280 Actual Amount 575 Vallejo Street Associates A 269578 Actual Amount 575 Vallejo Street Associates D 3240547 Actual Amount 575 Vallejo Street Associates L 54720 Actual Amount 579 Vallejo Street Associates L 48720 Actual Amount Richard Lieb Senior Apartments Inc L 23460 Actual Amount Edith Street Senior Apartments Inc L 25944 Actual Amount Caulfield Lane Senior Housing Inc L 140938 Actual Amount 575 Vallejo Street Inc L 36503 Actual Amount