2025-11-15T03:34:37-06:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 621 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 990 2024-01-01 330496692 HOUSING PARTNERS I INC HOUS 9098900644 715 EAST BRIER DRIVE SAN BERNARDINO CA 92408 ANTHONY PEREZ EXECUTIVE DIRECTOR 9098900644 2025-11-13 1 1 JOLANTA TUCK P01340068 9164429100 2025-11-12 2024 2025-03-06 01:10:19Z LEE MCDOUGAL 715 EAST BRIER DRIVE SAN BERNARDINO CA 92408 8105347 0 X WWW.HPIINC.ORG X 1991 CA TO DEVELOP, OWN AND MANAGE AFFORDABLE HOUSING IN THE COUNTY OF SAN BERNARDINO. 6 6 5 1 0 0 3547960 4754301 2625052 2990651 318787 318806 894617 41589 7386416 8105347 0 0 0 0 1151557 1285681 0 0 0 5385099 5633549 6536656 6919230 849760 1186117 31745720 30890536 13496892 11455591 18248828 19434945 THE ORGANIZATION'S MISSION IS TO DEVELOP, OWN AND MANAGE AFFORDABLE HOUSING IN THE COUNTY OF SAN BERNARDINO AND IN PARTNERSHIP WITH THE HOUSING AUTHORITY OF THE COUNTY OF SAN BERNARDINO. 0 0 6227305 3032240 1) DEVELOPER OF 8 UNITS FOR TRANSITIONAL AGED YOUTH IN SAN BERNARDINO. ACQUIRED THE PROPERTY IN 2011.2) AWARDED $1,080,000 IN HOME FUNDS IN 2011 TO REHAB 72 SCATTERED SITE UNITS IN THE COUNTY.3) HPI ENTERED INTO A MASTER AGREEMENT ON JULY 1, 2011 WITH THE CITY OF SAN BERNARDINO'S AFFILIATE NONPROFIT, AFFORDABLE HOUSING SOLUTIONS OF SAN BERNARDINO, INC., TO PROVIDE $700,000 IN HOME FUNDING TO PURCHASE, REHABILITATE AND OCCUPY HOMES. 6227305 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X ANTHONY PEREZ 9098900644 715 EAST BRIER DRIVE SAN BERNARDINO CA 92408 ANTHONY PEREZ EXECUTIVE DIRECTOR 40.00 X 219121 0 0 LEE MCDOUGAL PRESIDENT 1.00 X X 150 0 0 FRED SHORETT VICE PRESIDENT 1.00 X X 350 0 0 ADRIANNA MENDOZA DIRECTOR 1.00 X 225 0 0 EMIL MARZULLO DIRECTOR 1.00 X 300 0 0 KATHRYN MCCOOL DIRECTOR 1.00 X 275 0 0 MARIA RAZO SECRETARY/TREASURER 1.00 X X 0 0 0 220421 0 0 1 0 1 0 0 4754301 4754301 RENTAL REVENUE 531110 2475384 2475384 DEVELOPER FEE REVENUE 531110 317957 317957 MANAGEMENT FEE REVENUE 531110 162146 162146 PARTNERSHIP INCOME 531110 35164 35164 2990651 318806 318806 PROPERTY TAX REFUNDS 531110 25440 25440 LAUNDRY & VENDING 531110 8788 8788 7361 7361 41589 8105347 3032240 0 318806 220421 198379 22042 765182 688664 76518 1312 1181 131 261150 235035 26115 37616 33854 3762 400998 360898 40100 3312 2981 331 52668 47401 5267 105307 94776 10531 279 251 28 53385 48047 5338 59909 53918 5991 4253176 3827859 425317 61688 55519 6169 457716 411944 45772 57358 51622 5736 TAXES & LISCENCES 76018 68416 7602 TENANT RELOCATION 9395 8456 939 PENALTY & LATE FEE EXPE 9169 8252 917 MEMBERSHIP, PUBLICATION 7388 6649 739 25783 23203 2580 6919230 6227305 691925 0 2163013 3733392 1092388 1160817 17298727 15482003 739 204 358758 492174 15994409 6119728 11249229 9874681 -564288 147154 147265 31745720 30890536 2008428 409368 37144 34059 273038 394177 11178282 10003699 0 614288 13496892 11455591 X 18248828 19434945 18248828 19434945 31745720 30890536 1186117 0 X 0 0 0 X 3684722 3588788 3587367 3547960 4754301 19163138 3012529 2707650 2708456 2626052 2990651 14045338 6697251 6296438 6295823 6174012 7744952 33208476 0 0 0 33208476 258485 258737 263735 318787 318806 1418550 258485 258737 263735 318787 318806 1418550 894617 41589 936206 6955736 6555175 6559558 7387416 8105347 35563232 0.93380 0.93750 0.03990 0.03770 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: PROPERTY TAX REFUNDS - 2023 AMOUNT: $ 866,015. 2024 AMOUNT: $ 25,440. LAUNDRY AND VENDING - 2023 AMOUNT: $ 9,547. 2024 AMOUNT: $ 8,788. OTHER INCOME - 2023 AMOUNT: $ 19,055. 2024 AMOUNT: $ 7,361. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3126452 3126452 12453951 6111101 6342850 8169 3987 4182 405837 4640 401197 9874681 INVESTMENT IN PARTNERSHIPS 614288 614288 PART IV, LINE 2B: THE ESCROW LIABILITY AMOUNTS ON FORM 990, PART X, LINE 21 CONSIST OF TENANT SECURITY DEPOSITS. THE DEPOSITS ARE REFUNDED TO THE TENANT UPON TERMINATION OF THE LEASE. X 0 0 0 0 0 0 0 0 0 ANTHONY PEREZ EXECUTIVE DIRECTOR 189745 0 0 0 29376 0 0 0 0 0 219121 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY FINANCE STAFF AND THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS AND APPROVES THE POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 A SUB-COMMITTEE MADE UP OF TWO HPI BOARD MEMBERS OVERSEES THE ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR AND PROVIDES A RECOMMENDATION TO THE FULL HPI BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE (REQUESTS CAN BE MADE THERE). FORM 990, PART IV, LINE 12B: THIS 990 IS BEING PREPARED WITH THE BEST AVAILABLE INFORMATION AT THE TIME. UPON COMPLETION OF THE AUDIT, IF THERE ARE ANY SIGNIFICANT CHANGES, APPROPRIATE ACTION WILL BE TAKEN. 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