2025-08-13T16:27:24-05:00 2024-09-30 943108253 NOVOGRADAC & COMPANY LLP 1435 N MCDOWELL BLVD SUITE 350 PETALUMA CA 94954 990 2023-10-01 942631608 COMMUNITY HOUSING IMPROVEMENT SYSTEMS & PLANNING ASSOCIATION COMM 8317576251 295 MAIN STREET SUITE 100 SALINAS CA 93901 GEOFFREY MORGAN PRESIDENT & CEO 8317576251 2025-08-13 1 0 LANCE SMITH P00696626 4152236130 2023 2025-03-06 01:10:19Z GEOFFREY MORGAN 295 MAIN STREET SUITE 100 SALINAS CA 93901 11771576 0 X WWW.CHISPAHOUSING.ORG X 1979 CA DEVELOPING AND OPERATING LOW-INCOME HOUSING PROJECTS 9 9 25 0 0 0 2774492 774665 6617965 10707391 260841 250403 0 39117 9653298 11771576 255339 244112 0 0 2014144 2461146 0 0 235311 3919360 4968667 6188843 7673925 3464455 4097651 57137045 60529393 22361993 20853174 34775052 39676219 DEVELOPING AND OPERATING LOW-INCOME HOUSING PROJECTS 0 0 6970624 244112 10325019 PLANNING, DEVELOPING AND OPERATING LOW-INCOME HOUSING PROJECTS. 6970624 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 83 0 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 8317576251 295 MAIN STREET SUITE 100 SALINAS CA 93901 PFIANNA CLINE CHAIR 2.00 X 0 0 0 ADORACION DORIS LOPEZ VICE-CHAIR 2.00 X 0 0 0 MIRCO JONATHAN HAAG TREASURER 2.00 X 0 0 0 JOSE A GARCIA SECRETARY 2.00 X 0 0 0 JOSE CHAVEZ BOARD MEMBER 2.00 X 0 0 0 ANNA MAE GAZO BOARD MEMBER 2.00 X 0 0 0 HUGO ALAMEDA BOARD MEMBER 2.00 X 0 0 0 SONIA JARAMILLO BOARD MEMBER 2.00 X 0 0 0 ARISBETH ZEPEDA BOARD MEMBER 2.00 X 0 0 0 GEOFFREY MORGAN PRESIDENT & CEO 40.00 X 74001 0 2153 NORM KOLPIN PART-TIME INTERIM PRESIDENT 4.00 X 21300 0 0 ANDREW SIMER CFO 40.00 X 173084 0 31184 DANA CLEARY DIRECTOR OF RE DEVELOPMENT 40.00 X 133522 0 26969 PAUL TRAN PROJECT MANAGER 40.00 X 128091 0 24712 529998 0 85018 3 0 1 0 ALVAREZ TECHNOLOGY GROUP INC PO BOX 965 SALINAS CA 93902 IT COMPANY 114458 NOVOGRADAC & COMPANY LLP PO BOX 7833 SAN FRANCISCO CA 94120 ACCOUNTING SERVICES 101075 THE PAUL DAVIS PARTNERSHIP LLP 286 EL DORADO ST B MONTEREY CA 93940 ARCHITECTURAL SERVICES 100881 3 302682 471983 774665 RENTAL INCOME 532000 3633442 3633442 DEVELOPER FEE INCOME 531390 3120000 3120000 MANAGEMENT & CONSULTING 541610 2870829 2870829 INTEREST INCOME 900003 671892 671892 OTHER RENTAL INCOME 532000 411228 411228 10707391 250403 250403 39117 0 39117 39117 11771576 10746508 0 250403 X 141059 141059 103053 103053 383179 310375 45981 26823 1474515 1194357 176942 103216 63346 51310 7602 4434 402672 326164 48321 28187 137434 111322 16492 9620 23201 20417 2784 60300 60300 2522 2042 303 177 213547 172973 25626 14948 163266 132245 19592 11429 9458 9458 491853 491853 511246 511246 191427 191427 REPAIRS & MAINTENANCE 790200 790200 DONATED PROPERTY 514226 514226 UTILITIES 512767 512767 MISCELLANEOUS 410119 332197 49214 28708 1074535 1051933 14833 7769 7673925 6970624 467990 235311 9394145 10785470 2500900 4669262 4921850 4583386 6331 7387 29947680 12163890 18184877 17783790 5455870 6101668 15932438 16003582 93228 740634 501620 57137045 60529393 5761287 4876019 15896834 15468105 703872 509050 22361993 20853174 X 34775052 39676219 34775052 39676219 57137045 60529393 4097651 803516 0 X X 0 1 X 1 1 1 X 1609698 1248491 6229271 2774492 774665 12636617 1609698 1248491 6229271 2774492 774665 12636617 12636617 120078 126954 116874 206695 250403 821004 13457621 34479193 0.93900 0.94620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4620430 4620430 22539458 10127623 12411835 1688600 1041944 646656 784600 784238 362 314592 210085 104507 17783790 EQUITY INVESTMENTS -3784453 C NOTES RECEIVABLE FROM OPERATING PARTNERSHIPS 14251347 C INTEREST RECEIVABLE FROM OPERATING PARTNERSHIPS 2692610 C DUE FROM RELATED PARTIES 2844078 C 16003582 SECURITY DEPOSITS 202726 RIGHT-OF-USE LIABILITY 306324 509050 X 25642859 803516 13067767 13871283 11771576 0 11771576 27916990 20243065 20243065 7673925 0 7673925 PART X, LINE 2: CHISPA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND FROM CALIFORNIA INCOME AND FRANCHISE TAXES UNDER REVENUE AND TAXATION CODE SECTION 23701(D). INCOME TAXES ON PARTNERSHIP INCOME ARE LEVIED ON THE PARTNERS IN THEIR INDIVIDUAL CAPACITY. ACCORDINGLY, ALL PROFITS AND LOSSES OF THE OPERATING PARTNERSHIPS ARE RECOGNIZED BY EACH PARTNER ON ITS RESPECTIVE TAX RETURN. THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES CHISPA TO REPORT INFORMATION REGARDING ITS EXPENSES TO VARIOUS TAX POSITIONS TAKEN. MANAGEMENT HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED ITS EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES CHISPA HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE THE 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 CHISPA ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: ACTIVITY REPORTED ON SUBSIDIARY TAX RETURNS 2,610,972. REVENUES ELIMINATED IN CONSOLIDATED FINANCIAL STATEMENTS 10,456,795. PART XII, LINE 2D - OTHER ADJUSTMENTS: ACTIVITY REPORTED ON SUBSIDIARY TAX RETURNS 12,955,696. EXPENSES ELIMINATED IN CONSOLIDATED FINANCIAL STATEMENTS 7,287,369. 0 ACTION COUNCIL OF MONTEREY COUNTY 295 MAIN ST STE 500 SALINAS CA 93901 770357101 501(C)(3) 8750 0 FMV N/A GENERAL SUPPORT ARTS COUNCIL OF MONTEREY COUNTY 24600 SILVER CLOUD CT MONTEREY CA 93940 942805076 501(C)(3) 18750 0 FMW N/A GENERAL SUPPORT CENTRAL COAST VNA AND HOSPICE INC 5 LOWER RAGSDALE DR MONTEREY CA 93940 941205572 501(C)(3) 8015 0 FMV N/A GENERAL SUPPORT CENTRAL COAST YMCA 600 CAMINO EL ESTERO MONTEREY CA 93940 770202335 501(C)(3) 28535 0 FMV N/A GENERAL SUPPORT COMMUNITY FOUNDATION FOR MONTEREY COUNTY 2354 GARDEN ROAD MONTEREY CA 93940 941615897 501(C)(3) 8000 0 FMV N/A GENERAL SUPPORT FOUNDATION OF CSUMB 100 CAMPUS CENTER SEASIDE CA 93955 800494808 501(C)(3) 8000 0 FMV N/A GENERAL SUPPORT HARNELL COMMUNITY COLLEGE 411 CENTRAL AVENUE SALINAS CA 93901 942781664 501(C)(3) 8000 0 FMV N/A GENERAL SUPPORT MANCERA CONSULTING GROUP LLC 975 W ALISAL STREET SUITE B SALINAS CA 93901 843898751 501(C)(3) 20000 0 FMV N/A GENERAL SUPPORT MONTEREY BAY MOVES INC 2748 SAND DUNE AVENUE MARINA CA 93933 831698248 501(C)(3) 5015 0 FMV N/A GENERAL SUPPORT SOL TREASURES INC 519 BROADWAY KING CITY CA 93930 261764855 501(C)(3) 27994 0 FMV N/A GENERAL SUPPORT PAYMENTS FOR COMMUNITY SERVICES 7 103053 FMV SCHEDULE I - PART I, LINE 2 GRANT PROCEEDS ARE RECEIVED BY CHISPA AND DISTRIBUTED TO THE ORGANIZATIONS IN ACCORDANCE WITH THE GRANT AGREEEMENT. CHISPA'S CEO MEETS WITH THE ORGANIZATIONS AND THE GRANT MAKER REGULARLY TO MONITOR COMPLIANCE. X 0 0 0 0 0 0 0 0 0 ANDREW SIMER CFO 173084 0 0 0 0 0 30000 0 1184 0 204268 0 0 0 DANA CLEARY DIRECTOR OF RE DEVELOPMENT 133522 0 0 0 0 0 21331 0 5638 0 160491 0 0 0 PAUL TRAN PROJECT MANAGER 128091 0 0 0 0 0 14203 0 10509 0 152803 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES ARE ENCOURAGED TO RAISE ANY QUESTIONS REGARDING SPECIFIC ACTIVITIES OR QUESTIONS INVOLVING THIS POLICY WITH THEIR SUPERVISOR, DEPARTMENT MANAGER, OR THE DIRECTOR OF ADMINISTRATION BEFORE ENTERING INTO CONTRACTS OR AGREEMENTS THAT MAY VIOLATE CHISPA'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 A SALARY SURVEY IS CONDUCTED EVERY 5 YEARS BY A THIRD PARTY. FORM 990, PART VI, SECTION C, LINE 19 CHISPA MAKES THE FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ALL DOCUMENTS ARE AVAILABLE FOR REVIEW AT THE MAIN OFFICE LOCATED IN SALINAS, CA. FORM 990, PART IX, LINE 24E MGMT UNIT: PROGRAM SERVICE EXPENSES 237,756. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 237,756. MGMT FEE & CONS.: PROGRAM SERVICE EXPENSES 231,615. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 231,615. GROUND CONTRACT & MAINTENANCE: PROGRAM SERVICE EXPENSES 149,487. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 149,487. DEVELOPMENT EXPENSES: PROGRAM SERVICE EXPENSES 96,833. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 96,833. PROGRAM EXPENSES: PROGRAM SERVICE EXPENSES 91,594. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,594. CLEANING SERVICES: PROGRAM SERVICE EXPENSES 68,711. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 68,711. PROPERTY TAX: PROGRAM SERVICE EXPENSES 64,312. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,312. TELEPHONE : PROGRAM SERVICE EXPENSES 50,167. MANAGEMENT AND GENERAL EXPENSES 7,432. FUNDRAISING EXPENSES 4,335. TOTAL EXPENSES 61,934. DUE TO SUBSCRIPTIONS : PROGRAM SERVICE EXPENSES 17,305. MANAGEMENT AND GENERAL EXPENSES 2,564. FUNDRAISING EXPENSES 1,496. TOTAL EXPENSES 21,365. PRINTING & REPRODUCTION: PROGRAM SERVICE EXPENSES 13,251. MANAGEMENT AND GENERAL EXPENSES 2,650. FUNDRAISING EXPENSES 663. TOTAL EXPENSES 16,564. TRAINING: PROGRAM SERVICE EXPENSES 16,139. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,139. VEHICLE EXPENSES: PROGRAM SERVICE EXPENSES 8,903. MANAGEMENT AND GENERAL EXPENSES 1,319. FUNDRAISING EXPENSES 769. TOTAL EXPENSES 10,991. POSTAGE: PROGRAM SERVICE EXPENSES 5,860. MANAGEMENT AND GENERAL EXPENSES 868. FUNDRAISING EXPENSES 506. TOTAL EXPENSES 7,234. FORM 990, 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. 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