2025-12-18T13:17:40-06:00 2025-06-30 582487348 APRIO ADVISORY GROUP LLC 2185 N CALIFORNIA BLVD SUITE 350 WALNUT CREEK CA 94596 990 2024-07-01 943195053 MISSION HOUSING DEVELOPMENT PROP IV INC MISS 4156477191 1358 VALENCIA STREET SAN FRANCISCO CA 94110 SAM MOSS EXECUTIVE DIR. 4156477191 2025-12-18 1 1 JAMES W GODBEE JR P00346450 9252102180 2025-12-18 2024 2025-03-06 01:10:19Z SAM MOSS 1358 VALENCIA STREET SAN FRANCISCO CA 94110 420862 0 X N/A X 1994 CA TO PROVIDE HOUSING FOR LOW-INCOME ELDERLY 7 6 0 0 0 0 175996 139975 243647 276367 12336 4520 0 0 431979 420862 0 0 0 0 153746 176456 0 0 0 659551 691723 813297 868179 -381318 -447317 3600164 3254530 7549255 7650938 -3949091 -4396408 TO PROVIDE HOUSING FOR LOW-INCOME ELDERLY 0 0 797359 276367 THE CORPORATION OPERATES AN APARTMENT COMPLEX CONSISTING OF 50 UNITS FOR LOW-INCOME ELDERLY PERSONS UNDER SECTION 202 OF THE NATIONAL HOUSING ACT. THIS PROJECT IS REGULATED BY HUD AS TO RENT CHARGES AND OPERATING METHODS. 797359 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 1 0 0 0 1 0 1 0 0 0 0 1 1 1 1 1 0 0 0 CA X CARITAS MANAGEMENT CORP 4156477191 1358 VALENCIA STREET SAN FRANCISCO CA 94110 JON LAYMAN PRESIDENT 0.10 1.00 X X 0 0 0 JULIA KOSHELEVA-COATS VICE PRESIDENT 0.10 1.00 X X 0 0 0 FERNANDO GOMEZ-BENITEZ SECRETARY 0.10 1.00 X X 0 0 0 IRVING GONZALES CFO 0.10 1.00 X X 0 0 0 SAM MOSS EXECUTIVE DIR. 0.10 40.00 X X 0 316439 9747 MUSETTA SO DIRECTOR 0.10 1.00 X 0 0 0 MARA ROSALES DIRECTOR 0.10 1.00 X 0 0 0 0 316439 9747 0 0 1 0 0 139975 139975 TENANT RENTS 531110 274069 274069 LAUNDRY & TENANT CHARG 531110 2298 2298 276367 4520 4520 420862 276367 0 4520 138131 138131 29566 29566 8759 8759 48600 48600 2343 2343 15170 15170 7050 7050 21643 21643 3839 3839 417700 417700 904 904 160308 160308 WORKERS COMPENSATION 8273 8273 PAYROLL PROCESSING FEES 4366 4366 MISCELLANEOUS EXPENSES 1527 1527 868179 797359 70820 0 1351 254 448747 299795 2208 19329 12863 16081 7173083 4254012 3079379 2919071 55616 0 3600164 3254530 421095 436029 447 2491 6898490 6898490 229223 313928 7549255 7650938 X -3949091 -4396408 -3949091 -4396408 3600164 3254530 -447317 0 X 0 1 X 1 1 1 X 218929 223220 202858 175996 139975 960978 218929 223220 202858 175996 139975 960978 960978 1086 48 2041 12336 4520 20031 981009 1196680 0.97960 0.98320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 978000 978000 6051259 4116319 1934940 143824 137693 6131 2919071 TENANT SECURITY DEPOSITS 19155 PAYABLE TO AFFILIATE 294773 313928 X 420862 0 420862 0 420862 868179 0 868179 0 868179 PART X, LINE 2: THE CORPORATION HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER CODE SECTION 501(C)(3) AND BY THE CALIFORNIA FRANCHISE TAX BOARD UNDER CODE SECTION 23701(D). THE CORPORATION BELIEVES THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FEDERAL AND STATE TAX RETURNS FOR THE YEARS ENDING JUNE 30, 2024, 2023, 2022, AND 2021 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. 0 0 0 0 0 0 0 0 0 SAM MOSS EXECUTIVE DIR. 0 256189 0 60250 0 0 0 0 0 9747 0 326186 0 0 PART I, LINE 3 SALARIES ARE DETERMINED BY THE BOARD EXECUTIVE COMMITTEE AND ARE BASED ON THE SALARY STANDARDIZATION SURVEY FROM THE BAY AREA LOCAL INITIATIVE SUPPORT COALITION. FORM 990, PART VI, SECTION A, LINE 3 THE PROJECT IS MANAGED BY CARITAS MANAGEMENT CORPORATION, A C CORPORATION DIRECTLY CONTROLLED BY MISSION HOUSING DEVELOPMENT CORPORATION. MISSION HOUSING DEVELOPMENT CORPORATION IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION RELATED TO THE CORPORATION BY COMMON MEMBERS OF THE BOARD OF DIRECTORS. CARITAS IS RESPONSIBLE FOR THE DAY TO DAY OPERATIONS OF THE LOW-INCOME HOUSING PROJECT, INCLUDING MAINTENANCE OF ACCOUNTING RECORDS, RENT COLLECTION, FACILITY MAINTENANCE, ETC. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS OF THE CORPORATION SHALL, AT ALL TIMES, BE LIMITED TO INDIVIDUALS WHO ARE EITHER DIRECTORS OF MISSION HOUSING DEVELOPMENT CORPORATION OR NONMEMBERS WHO HAVE THE APPROVAL OF THE BOARD OF DIRECTORS OF MISSION HOUSING DEVELOPMENT CORPORATION. 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 CONTROLLER OF MISSION HOUSING DEVELOPMENT CORPORATION PRIOR TO BEING PRESENTED TO AN OFFICER FOR SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C REVIEWED AS PART OF HONORING ANY CONTRACTS WITH THIRD PARTY VENDORS/SERVICE PROVIDERS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST 480 VALENCIA INC 474 VALENCIA STREET STE 280 SAN FRANCISCO CA 94103 943147614 LOW-INCOME HOUSING CA 501(C)(3) 12A MISSION HOUSING DEVELOPMENT CORPORATION 0 ALTAMONT HOTEL INC 474 VALENCIA STREET STE 280 SAN FRANCISCO CA 94103 943213786 LOW-INCOME HOUSING CA 501(C)(3) 12A MISSION HOUSING DEVELOPMENT CORPORATION 0 APOLLO HOUSING INC 474 VALENCIA STREET STE 280 SAN FRANCISCO CA 94103 943255304 LOW-INCOME HOUSING CA 501(C)(3) 12A MISSION HOUSING DEVELOPMENT CORPORATION 0 COLOSIMO APARTMENTS INC 474 VALENCIA STREET STE 280 SAN FRANCISCO CA 94103 942711709 LOW-INCOME HOUSING CA 501(C)(3) 12A MISSION HOUSING DEVELOPMENT CORPORATION 0 DEL CARLO COURT INC 474 VALENCIA STREET STE 280 SAN FRANCISCO CA 94103 943142529 LOW-INCOME HOUSING CA 501(C)(3) 12A MISSION HOUSING DEVELOPMENT CORPORATION 0 MARIA ALICIA INC 474 VALENCIA STREET STE 280 SAN FRANCISCO CA 94103 942935748 LOW-INCOME HOUSING CA 501(C)(3) 12A MISSION HOUSING DEVELOPMENT CORPORATION 0 MISSION HOUSING DEV PROPERTY III INC 474 VALENCIA STREET STE 280 SAN FRANCISCO CA 94103 943082775 LOW-INCOME HOUSING CA 501(C)(3) 7 MISSION HOUSING DEVELOPMENT CORPORATION 0 MISSION HOUSING DEVELOPMENT CORPORATION 474 VALENCIA STREET STE 280 SAN FRANCISCO CA 94103 941753722 LOW-INCOME HOUSING CA 501(C)(3) 7 N/A 0 POTRERO AVENUE HOUSING INC 474 VALENCIA STREET STE 280 SAN FRANCISCO CA 94103 943210531 LOW-INCOME HOUSING CA 501(C)(3) 12A MISSION HOUSING DEVELOPMENT CORPORATION 0 1010 SOUTH VAN NESS INC 474 VALENCIA STREET STE 280 SAN FRANCISCO CA 94103 943242296 LOW-INCOME HOUSING CA 501(C)(3) 12A MISSION HOUSING DEVELOPMENT CORPORATION 0 MISSION HOUSING MANAGEMENT CORPORATION 474 VALENCIA STREET STE 280 SAN FRANCISCO CA 94103 842722446 COMMERCIAL PPTY MGMT CA 501(C)(3) 12B MISSION HOUSING DEVELOPMENT CORPORATION 0 SUNSET HOUSING DEVELOPMENT CORPORATION 474 VALENCIA STREET STE 280 SAN FRANCISCO CA 94103 854073256 LOW-INCOME HOUSING CA 501(C)(3) 12B MISSION HOUSING DEVELOPMENT CORPORATION 0 CARITAS MANAGEMENT CORPORATION 1358 VALENCIA STREET SAN FRANCISCO CA 94110 942921688 PROP MGMT CA N/A C 0 1045 CAPP STREET HOUSING LLC 474 VALENCIA STREET STE 280 SAN FRANCISCO CA 94103 834174902 LOW-INCOME HOUSING CA N/A C 0 MHDC SOUTH PARK LLC 474 VALENCIA STREET STE 280 SAN FRANCISCO CA 94103 850534343 LOW-INCOME HOUSING CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0