2025-09-09T10:37:53-05:00 2024-12-31 582487348 APRIO ADVISORY GROUP LLC 2185 N CALIFORNIA BLVD SUITE 350 WALNUT CREEK CA 94596 990 2024-01-01 943312528 HOOKSTON SENIOR HOMES INC HOOK 5106470700 1835 ALCATRAZ AVENUE BERKELEY CA 94703 SUSAN FRIEDLAND CEO 5106470700 2025-09-08 1 1 JAMES W GODBEE JR P00346450 9252102180 2025-09-07 2024 2025-03-06 01:10:19Z SUSAN FRIEDLAND 1835 ALCATRAZ AVENUE BERKELEY CA 94703 35777864 0 X N/A X 1998 CA TO PROVIDE HOUSING FOR LOW-INCOME PERSONS 3 3 0 0 0 0 12876569 23745264 9521626 11996229 24108 36371 0 0 22422303 35777864 9637 19383 0 0 0 0 0 0 0 11013225 16006116 11022862 16025499 11399441 19752365 15798922 35585035 103994 137742 15694928 35447293 X (1) TO PROVIDE HOUSING FOR LOW INCOME PERSONS, WHERE NO ADEQUATE HOUSING EXISTS FOR SUCH GROUPS; AND (2) TO SERVE AS A GENERAL PARTNER IN A LIMITED PARTNERSHIP WHICH OWNS AND OPERATES HOUSING FOR THE BENEFIT OF LOW INCOME PERSONS WHO ARE IN NEED OF AFFORDABLE, DECENT, SAFE AND SANITARY HOUSING AND RELATED SERVICES, WHERE NO ADEQUATE HOUSING EXISTS FOR SUCH GROUPS; AND (3) TO SUPPORT THE PURPOSES OF SATELLITE AFFORDABLE HOUSING ASSOCIATES, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. 0 0 16006116 11996229 THE CORPORATION SERVES AS A LIMITED PARTNER IN FOURTEEN LIMITED PARTNERSHIPS WHICH PROVIDE 354 UNITS OF LOW-INCOME HOUSING IN BERKELEY, CA, 298 UNITS OF LOW-INCOME HOUSING IN OAKLAND, CA, 51 UNITS OF LOW-INCOME HOUSING IN FREMONT, CA, 17 UNITS OF LOW-INCOME HOUSING IN WALNUT CREEK, CA, AND 45 UNITS OF LOW-INCOME HOUSING IN SEBASTOPOL, CA. THE CORPORATION ALSO SERVES AS A LIMITED PARTNER IN NINE LIMITED PARTNERSHIPS WHICH ARE CURRENTLY DEVELOPING LOW-INCOME HOUSING PROJECTS IN THE CALIFORNIA BAY AREA. 19383 19383 THE CORPORATION PROVIDES GRANTS FOR GENERAL SUPPORT TO SATELLITE AFFORDABLE HOUSING ASSOCIATES (SAHA), A RELATED CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, IN FURTHERANCE OF SAHA'S EXEMPT PURPOSE OF PROVIDING QUALITY AFFORDABLE HOMES AND SERVICES THAT EMPOWER PEOPLE AND STRENGHTEN NEIGHBORHOODS. 16025499 1 1 0 0 0 0 0 0 0 0 0 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 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X SAHA PROPERTY MANAGEMENT INC 5106470700 1835 ALCATRAZ AVENUE BERKELEY CA 94703 MIKE JACOB PRESIDENT 0.10 1.00 X X 0 0 0 ANTHONY BARRON SECRETARY 0.10 1.00 X X 0 0 0 GREG CHIN DIRECTOR 0.10 1.00 X 0 0 0 SUSAN FRIEDLAND CHIEF EXECUTIVE OFFICER 0.10 40.00 X 0 347267 38460 JOSE SANCHEZ VP OF FINANCE 0.10 40.00 X 0 200118 45402 0 547385 83862 0 0 1 0 0 23745264 23745264 ALLOCABLE SHARE PS RENTS 531110 11943394 11943394 ASSET MANAGEMENT FEES 531110 29850 29850 INVESTOR SERVICES FEES 531110 22985 22985 11996229 36371 36371 35777864 11996229 0 36371 19383 19383 ALLOCABLE SHARE PS EXPE 15953281 15953281 ASSET MANAGEMENT FEE 29850 29850 INVESTOR SERVICES FEE 22985 22985 16025499 16025499 0 0 15798922 35585035 15798922 35585035 103994 137742 103994 137742 X 15694928 35447293 15694928 35447293 15798922 35585035 19752365 0 X 0 1 X 1 0 X X 1 SATELLITE AFF HSG ASSOC 943186770 7 1 16025499 0 1 16025499 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INVESTMENT IN PARTNERSHIPS 35447293 ASSET MGMT FEES RECEIVABLE 98137 INVESTOR SVCS FEES RECEIVABLE 39605 35585035 ASSET MGMT FEE PAYABLE 98137 INVESTOR SVCS FEE PAYABLE 39605 137742 X PART X, LINE 2: SAHA, SAHA PM, AND OTHER NOT-FOR-PROFIT CORPORATIONS HAVE RECEIVED TAX EXEMPT STATUS UNDER IRC SECTION 501(C)(3) AND THE CALIFORNIA FRANCHISE TAX BOARD UNDER THE REVENUE AND TAXATION CODE 23701(D). THE INCOME OR LOSS FROM PARTNERSHIPS IS REPORTED BY THE PARTNERS ON THEIR INCOME TAX RETURNS. NO INCOME TAX PROVISION HAS BEEN INCLUDED IN THE COMBINED FINANCIAL STATEMENTS FOR THE SINGLE MEMBER LIMITED LIABILITY COMPANIES WHICH ARE GENERALLY CONSIDERED DISREGARDED ENTITIES. THE INCOME AND LOSS OF THE LLC'S 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 COMBINED FINANCIAL STATEMENTS. SAHA AND AFFILIATES BELIEVE THAT THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. SAHA AND AFFILIATES' FEDERAL AND STATE INFORMATION AND INCOME TAX RETURNS FOR THE YEARS 2020 THROUGH 2023 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR THE FEDERAL AND STATE RETURNS, RESPECTIVELY. 1 SATELLITE AFF HSG ASSOC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943186770 501(C)(3) 19383 0 GENERAL SUPPORT: LOW INC HSG 1 PART I, LINE 2: ALL OF THE MEMBERS OF THE BOARD OF DIRECTORS OF HOOKSTON SENIOR HOMES, INC. ARE EITHER OFFICERS OR DIRECTORS OF THE RECEIPIENT 501(C)(3) ORGANIZATION, SATELLITE AFFORDABLE HOUSING ASSOCIATES (SAHA). THEREFORE, THERE IS DIRECT OVERSIGHT OF THE GRANT FUNDS CONTRIBUTED TO SAHA. 0 0 0 0 0 0 0 0 0 SUSAN FRIEDLAND CHIEF EXECUTIVE OFFICER 0 346767 0 500 0 0 0 13760 0 24700 0 385727 0 0 JOSE SANCHEZ VP OF FINANCE 0 196618 0 3500 0 0 0 8540 0 36862 0 245520 0 0 PART I, LINE 3 BOARD OR COMPENSATION COMMITTEE'S APPROVAL IS REQUIRED TO ESTABLISH COMPENSATION OF RELATED ORGANIZATION'S CEO/CFO, OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 3 THE CORPORATION IS MANAGED BY SATELLITE AFFORDABLE HOUSING ASSOCIATES PROPERTY MANAGEMENT (SAHA PM), A CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION RELATED TO THE CORPORATION BY COMMON MEMBERS OF THE BOARD OF DIRECTORS. SAHA PM IS RESPONSIBLE FOR THE DAY TO DAY OPERATIONS OF THE CORPORATION, INCLUDING MAINTENANCE OF ACCOUNTING RECORDS. FORM 990, PART VI, SECTION A, LINE 7A THE INITIAL DIRECTORS SHALL BE APPOINTED BY THE INCORPORATOR. ALL SUBSEQUENT DIRECTORS SHALL BE APPOINTED BY THE BOARD OF DIRECTORS OF SATELLITE AFFORDABLE HOUSING ASSOCIATES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO SUBCOMMITTEES OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER OF SATELLITE AFFORDABLE HOUSING ASSOCIATES, A RELATED CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION, BEFORE BEING SIGNED. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DISCLOSURE FORM IS DISTRIBUTED TO ALL BOARD MEMBERS. IF A MEMBER HAS A CONFLICT, THEY COMPLETE THE FORM AND FILE IT WITH THE ORGANIZATION. THEY WOULD NEED TO RECUSE THEMSELVES FROM ANY DECISION REGARDING A CONFLICT AREA. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A EXPLANATION - THE CORPORATION DOES NOT PAY COMPENSATION, EITHER AS AN EMPLOYEE OR INDEPENDENT CONTRACTOR, TO ANY INDIVIDUAL. TWO OF THE CORPORATION'S OFFICERS ARE COMPENSATED EMPLOYEES OF SATELLITE AFFORDABLE HOUSING ASSOCIATES (SAHA), A RELATED CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. THEIR SALARIES FROM SAHA ARE SUBJECT TO ANNUAL REVIEW BY SAHA'S BOARD OF DIRECTORS AND THE BOARD DETERMINES THE SALARIES. LINE 15B EXPLANATION - THE CORPORATION DOES NOT PAY COMPENSATION, EITHER AS AN EMPLOYEE OR INDEPENDENT CONTRACTOR, TO ANY INDIVIDUAL. TWO OF THE CORPORATION'S OFFICERS ARE COMPENSATED EMPLOYEES OF SATELLITE AFFORDABLE HOUSING ASSOCIATES (SAHA), A RELATED CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. THEIR SALARIES FROM SAHA ARE SUBJECT TO ANNUAL REVIEW BY SAHA'S BOARD OF DIRECTORS AND THE BOARD DETERMINES THE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. SATELLITE SENIOR HOMES INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 946130795 LOW-INCOME HOUSING CA 501(C)(3) 7 SAHA PROPERTY MANAGEMENT INC 0 SATELLITE SENIOR HOMES III INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 942835291 LOW-INCOME HOUSING CA 501(C)(3) 7 SAHA PROPERTY MANAGEMENT INC 0 SATELLITE SENIOR HOMES II INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 942598866 LOW-INCOME HOUSING CA 501(C)(3) 7 SAHA PROPERTY MANAGEMENT INC 0 CASA MONTEGO II INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 200601087 LOW-INCOME HOUSING CA 501(C)(3) 7 SAHA PROPERTY MANAGEMENT INC 0 SATELLITE SENIOR HOMES IV INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 942914787 LOW-INCOME HOUSING CA 501(C)(3) 7 SATELLITE AFFORDABLE HOUSING ASSOCIATES 0 SATELLITE AFFORDABLE HOUSING ASSOC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943186770 LOW-INCOME HOUSING DEVELOPMENT CA 501(C)(3) 7 N/A 0 SATELLITE COMMUNITIES INC 1835 ALCATRAZ AVENUE BERKELEY CA 94704 273492839 LOW-INCOME HOUSING CA 501(C)(3) 12A SATALLITE AFFORDABLE HOUSING ASSOCIATES 0 SAHA PROPERTY MANAGEMENT INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943031375 LOW-INCOME HOUSING PROPERTY MGMT CA 501(C)(3) 12A SATELLITE AFFORDABLE HOUSING ASSOCIATES 0 SATELLITE AHA DEVELOPMENT INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943248729 LOW-INCOME HOUSING CA 501(C)(3) 12A SATELLITE AFFORDABLE HOUSING ASSOCIATES 0 SATELLITE SENIOR HOMES-NEWARK GARDENS 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943168802 LOW-INCOME HOUSING CA 501(C)(3) 7 SATELLITE SENIOR HOMES INC 0 HARMON GARDENS LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 264492977 LOW-INCOME HOUSING CA SAHA DEV INC RELATED -2862 44237 0 0 0.01000 SHATTUCK SENIOR HOMES ASSOCIATES LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943248730 LOW-INCOME HOUSING CA 94-3312528 RELATED -94366 1168617 0 0 0.99900 ADELINE LOFTS ASSOCIATES 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943338486 LOW-INCOME HOUSING CA 94-3312528 RELATED -93030 4219813 0 0 0.99900 ANCORA LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 832504685 LOW-INCOME HOUSING CA 94-3312528 RELATED 21091638 1 0 0.99000 OAK STREET HOUSING LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943402826 LOW-INCOME HOUSING CA 94-3312528 RELATED 3505 3374614 1 0 0.99990 TRINITY AVENUE APARTMENTS LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 870739905 LOW-INCOME HOUSING CA 94-3312528 RELATED -31158 2699376 0 0 0.90000 BLAKE APARTMENTS LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 834438377 LOW-INCOME HOUSING CA 94-3312528 RELATED 20770322 42376110 1 0 0.99000 FREMONT OAKS GARDENS LIMITED PARTNERSHIP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 731675503 LOW-INCOME HOUSING CA 94-3312528 RELATED -181245 4926342 1 0 0.70000 UNA ASSOCIATES LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943366331 LOW-INCOME HOUSING CA 94-3312528 RELATED -20676 4703240 0 0 0.99990 PAC AVENUE LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 874308288 LOW-INCOME HOUSING CA 94-3312528 RELATED 0 0 0.99990 SACRAMENTO SENIOR HOMES LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 134238557 LOW-INCOME HOUSING CA 94-3312528 RELATED -206015 7775504 0 0 0.99990 DERBY HOUSING LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 882754229 LOW-INCOME HOUSING CA 94-3312528 RELATED 0 0 0.99000 GOLF CLUB HOUSING LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 882790661 LOW-INCOME HOUSING CA 94-3312528 RELATED 0 0 0.99000 ALLSTON HOUSE ASSOCIATES LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 743178162 LOW-INCOME HOUSING CA 94-3312528 RELATED -182197 5049616 0 0 0.99990 ASHBY LOFTS ASSOCIATES LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 134238558 LOW-INCOME HOUSING CA 94-3312528 RELATED -615370 10768593 0 0 0.99990 PETALUMA AVENUE HOMES LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 562649257 LOW-INCOME HOUSING CA 94-3312528 RELATED -444536 8292025 0 0 0.99990 PLAZA HOUSING LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 882826386 LOW-INCOME HOUSING CA 94-3312528 RELATED 0 0 0.99000 2719 FOOTHILL LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 550916772 LOW-INCOME HOUSING CA 94-3312528 RELATED -383729 9896136 0 0 0.99990 501 ALMADEN LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 932325538 LOW-INCOME HOUSING CA 94-3312528 RELATED 0 0 0.99000 THORNTON LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 922720864 LOW-INCOME HOUSING CA 94-3312528 RELATED 8910 3578313 0 0 0.99000 MADISON STREET LOFTS LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943406590 LOW-INCOME HOUSING CA 94-3312528 RELATED -658885 20737280 0 0 0.99990 UNIVERSITY AVE SENIOR HOUSING LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 320154093 LOW-INCOME HOUSING CA 94-3312528 RELATED -345838 11813134 0 0 0.99990 SATELLITE FIRST COMMUNITIES LLC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 453935749 LOW-INCOME HOUSING CA N/A C 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 PART III - 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