2026-08-03T16:22:53-05:00 2025-09-30 582487348 APRIO ADVISORY GROUP LLC 2185 N CALIFORNIA BLVD SUITE 350 WALNUT CREEK CA 94596 990 2024-10-01 946130795 SATELLITE SENIOR HOMES INC SATE 5106470700 1835 ALCATRAZ AVENUE BERKELEY CA 94703 SUSAN FRIEDLAND CEO 5106470700 2026-07-31 1 1 KEELEY COLLINS P01268851 9252102180 2026-07-31 2024 2025-03-06 01:10:19Z SMITHA SESHADRI 1835 ALCATRAZ AVENUE BERKELEY CA 94703 6619806 0 X WWW.SAHAHOMES.ORG X 1966 CA TO PROVIDE AFFORDABLE RENTAL HOUSING FOR LOW AND MODERATE INCOME ELDERLY PERSONS. 13 13 0 0 0 0 4197803 4357057 964406 1013362 1315993 1226049 26777 23338 6504979 6619806 1789809 2196180 0 0 1631661 1664049 0 0 0 2795231 2978891 6216701 6839120 288278 -219314 40724922 40495576 8447787 8437755 32277135 32057821 TO PROVIDE AFFORDABLE RENTAL HOUSING FOR LOW AND MODERATE INCOME ELDERLY PERSONS. 0 0 4130958 1013362 THE CORPORATION WAS ORGANIZED TO PROVIDE RENTAL HOUSING FOR LOW AND MODERATE-INCOME ELDERLY PERSONS. THE CORPORATION OWNS AND OPERATES A TOTAL OF 187 RENTAL UNITS THAT ARE REGULATED BY HUD AS TO RENT CHARGES, OPERATING METHODS AND OTHER MATTERS UNDER SECTION 236 OF THE NATIONAL HOUSING ACT. 2196180 2196180 PROVIDED GENERAL SUPPORT TO SATELLITE AFFORDABLE HOUSING ASSOCIATES (SAHA), A RELATED CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, IN FURTHERANCE OF SAHA'S EXEMPT PURPOSE OF DEVELOPING AFFORDABLE HOUSING PROJECTS FOR THE BENEFIT OF LOW AND MODERATE-INCOME FAMILIES, ELDERLY, AND PERSONS WITH DISABILITIES. 6327138 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 0 0 0 1 X 61 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X SAHA PROPERTY MANAGEMENT 5106470700 1835 ALCATRAZ AVENUE BERKELEY CA 94703 SMITHA SESHADRI CHAIRPERSON 0.10 1.00 X X 0 0 0 RAULY BUTLER VICE CHAIRMAN 0.10 1.00 X X 0 0 0 MIKE JACOB SECRETARY 0.10 1.00 X X 0 0 0 SCOTT SMITH TREASURER 0.10 1.00 X X 0 0 0 ANTHONY BARRON MEMBER 0.10 1.00 X 0 0 0 GREG CHIN MEMBER 0.10 1.00 X 0 0 0 SAGE B FOSTER MEMBER 0.10 1.00 X 0 0 0 DAVID GREENSFELDER MEMBER 0.10 1.00 X 0 0 0 KAREN JACOBS MEMBER 0.10 1.00 X 0 0 0 JOY MOORE MEMBER 0.10 1.00 X 0 0 0 JAMES REILLY MEMBER 0.10 1.00 X 0 0 0 RON RIDLEY MEMBER 0.10 1.00 X 0 0 0 JACEE SANTOS MEMBER 0.10 1.00 X 0 0 0 SUSAN FRIEDLAND CEO 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 SND PARTNERS LLP 3470 MT DIABLO BLVD SUITE A300 LAFAYETTE CA 94549 AUDIT AND TAX PREPARATION SERVICES. 170050 BZ CONSTRUCTION CO 1271 WASHINGTON AVE 336 SAN LEANDRO CA 94577 GENERAL CONTRACTOR 125935 2 4357057 4357057 RENTAL INCOME 531110 983498 983498 MISCELLANEOUS INCOME 531110 15712 15712 PARTNERSHIP MGMT FEES 531110 14152 14152 1013362 1226049 1226049 23338 0 23338 23338 23338 6619806 1013362 0 1249387 2196180 2196180 1354777 1354777 33708 33708 189773 189773 85791 85791 358679 358679 7595 7595 73599 73599 73661 73661 156024 156024 39290 39290 1767322 1767322 2584 2584 6043 6043 330668 330668 7172 7172 WORKERS COMPENSATION 43874 43874 BAD DEBTS 41063 41063 TENANT SERVICE EXPENSES 31304 31304 PARTNERSHIP MGMT FEES 14152 14152 25861 25861 6839120 6327138 511982 0 1238539 1257997 7704197 9782184 37080 64544 28096 16231 24831663 23472323 62895 68646 15262150 9565986 5798117 5696164 901000 123335 137487 40724922 40495576 1461103 1560290 9525 14645 6471869 6429019 505290 433801 8447787 8437755 X 32277135 32057821 32277135 32057821 40724922 40495576 -219314 0 X 0 1 X 1 1 1 X 4936199 4560512 4115612 4197803 4357057 22167183 4936199 4560512 4115612 4197803 4357057 22167183 22167183 811535 757869 1238697 1342770 1249387 5400258 27567441 4878351 0.80410 0.81250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 260500 260500 14230423 8815357 5415066 7127 7127 0 764100 743502 20598 5696164 TENANT SECURITY DEPOSITS 56723 PAYABLE TO AFFILIATE 239591 PARTNERSHIP MGMT FEES PAYABLE 137487 433801 X PART X, LINE 2: THE CORPORATION HAS 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 THE PARTNERSHIP IS REPORTED BY THE PARTNERS ON THEIR INCOME TAX RETURNS. NO INCOME TAX PROVISION HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR THE SINGLE MEMBER LIMITED LIABILITY COMPANY WHICH IS CONSIDERED A DISREGARDED ENTITY. THE INCOME AND LOSS OF THE LLC IS INCLUDED IN THE TAX RETURN OF THE CORPORATION. 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 IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL AND STATE INFORMATION AND INCOME TAX RETURNS FOR THE YEARS 2021 THROUGH 2024 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE AND FOUR YEARS AFTER THEY WERE FILED FOR THE FEDERAL AND STATE RETURNS, RESPECTIVELY. 1 SATELLITE AFFRDBLE HSG ASSOC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943186770 501(C)(3) 2196180 0 GNRL SUPPORT: LOW-INC HSG DEVELPMNT PART I, LINE 2: THE BOARD OF DIRECTORS OF THE RECIPIENT 501(C)(3) ORGANIZATION, SATELLITE AFFORDABLE HOUSING ASSOCIATES, AND SATELLITE SENIOR HOMES, INC. CONSIST OF THE SAME INDIVIDUALS. AS SUCH, THERE IS DIRECT OVERSIGHT OF THE USE OF THE FUNDS RECEIVED FROM SATELLITE SENIOR HOMES, INC. 0 0 0 0 0 0 0 0 0 SUSAN FRIEDLAND CEO 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, PAGE 4, PART V, LINE 1A 1099S FOR THE YEAR WERE ISSUED BY BOTH SATELLITE SENIOR HOMES, INC. AND SATELLITE ST. ANDREW'S MANOR, LLC, A DISREGARDED SINGLE MEMBER LLC OF WHICH SATELLITE SENIOR HOMES,INC. IS THE SOLE MEMBER. THE FOLLOWING IS A SUMMARY OF TOTAL 1099S ISSUED BY EACH ENTITY: SATELLITE SENIOR HOMES, INC., FEIN 94-6130795 - 45 FORMS 1099 SATELLITE ST. ANDREW'S MANOR, LLC, FEIN 86-1150493 - 16 FORMS 1099 TOTAL NUMBER OF FORMS ISSUED = 61 FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - THE ORGANIZATION'S LOW INCOME HOUSING PROJECTS ARE MANAGED BY SATELLITE AFFORDABLE HOUSING ASSOCIATES PROPERTY MANAGEMENT, INC. (SAHA PM), A NONPROFIT PUBLIC BENEFIT CORPORATION RELATED TO THE CORPORATION BY COMMON MEMBERS OF THE BOARD OF DIRECTORS AND/OR THE RIGHT TO APPOINT THE ORGANIZATIONS DIRECTORS. SAHA PM IS RESPONSIBLE FOR THE DAY TO DAY OPERATIONS OF THE LOW INCOME HOUSING PROJECT, INCLUDING MAINTENANCE OF ACCOUNTING RECORDS, RENT COLLECTION, FACILITY MAINTENACE, ETC. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - THE BOARD OF DIRECTORS SHALL, AT ALL TIMES, BE DESIGNATED AND APPOINTED BY THE DIRECTORS OF THE INSTITUTIONAL SPONSOR, SATELLITE AFFORDABLE HOUSING ASSOCIATES PROPERTY MANAGEMENT, INC. (SAHA PM), AND EACH DIRECTOR OF THE CORPORATION MUST ALSO BE A DIRECTOR OF SAHA PM. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FORM 990 IS REVIEWED AND SIGNED BY THE CHIEF EXECUTIVE OFFICER OF SATELLITE AFFORDABLE HOUSING ASSOCIATES, A RELATED CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, A CONFLICT OF INTEREST DISCLOSURE FORM IS DISTRIBUTED TO EACH BOARD MEMBER TO COMPLETE AND SIGN. THESE ARE REVIEWED FOR ANY CONFLICTS OF INTEREST AND ARE KEPT ON FILE. FORM 990, PART VI, SECTION B, LINE 15 THE CORPORATION DOES NOT PAY COMPENSATION, EITHER AS AN EMPLOYEE OR INDEPENDENT CONTRACTOR, TO ANY OFFICER OR MEMBER OF MANAGMENT. THE ORGANIZATION HAS NO COMPENSATED EMPLOYEES. THE CORPORATION'S CEO AND VP OF FINANCE 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. THE CORPORATION DOES NOT PAY COMPENSATION, EITHER AS AN EMPLOYEE OR INDEPENDENT CONTRACTOR, TO ANY OFFICER OR MEMBER OF MANAGMENT. THE ORGANIZATION HAS NO COMPENSATED EMPLOYEES. THE CORPORATION'S CEO AND VP OF FINANCE 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 ST ANDREW'S MANOR LLC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 861150493 LOW-INCOME HOUSING CA 1540140 6018501 SATELLITE SENIOR HOMES INC SATELLITE SENIOR HOMES-NEWARK GARDNS II 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943168802 LOW-INCOME HOUSING CA 501(C)(3) LINE 7 ORGANIZATION SATELLITE SENIOR HOMES INC 1 SATELLITE SENIOR HOMES III INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 942835291 LOW-INCOME HOUSING CA 501(C)(3) LINE 7 ORGANIZATION SAHA PROPERTY MANAGEMENT INC 0 SATELLITE SENIOR HOMES II INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 942598866 LOW-INCOME HOUSING CA 501(C)(3) LINE 7 ORGANIZATION SAHA PROPERTY MANAGEMENT INC 0 CASA MONTEGO II INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 200601087 LOW-INCOME HOUSING CA 501(C)(3) LINE 7 ORGANIZATION SAHA PROPERTY MANAGEMENT INC 0 SATELLITE SENIOR HOMES IV INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 942914787 LOW-INCOME HOUSING CA 501(C)(3) LINE 7 ORGANIZATION SATELLITE AFFORDABLE HOUSING ASSOCIATES 1 SATELLITE AFFORDABLE HOUSING ASSOCIATES 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943186770 LOW-INCOME HOUSING DEVELOPMENT CA 501(C)(3) LINE 7 ORGANIZATION N/A 0 SATELLITE COMMUNITIES INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 273492839 LOW-INCOME HOUSING CA 501(C)(3) 12A SATELLITE AFFORDABLE HOUSING ASSOCIATES 0 HOOKSTON SENIOR HOMES INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943312528 LOW-INCOME HOUSING CA 501(C)(3) 12A SATELLITE 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 KELSEY VILLAGE LP 1835 ALCATRAZ AVENUE BERKELEY CA 94703 453081920 LOW-INCOME HOUSING CA 94-6130795 RELATED -17 141381 0 1 0.00010 SATELLITE FIRST COMMUNITIES LLC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 453935749 LOW-INCOME HOUSING CA N/A C 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0