2026-08-17T18:39:48-05:00 2025-09-30 943108253 NOVOGRADAC & COMPANY LLP 1435 N MCDOWELL BLVD SUITE 350 PETALUMA CA 94954 990 2024-10-01 942631608 COMMUNITY HOUSING IMPROVEMENT SYSTEMS & PLANNING ASSOCIATION COMM 8317576251 295 MAIN STREET SUITE 100 SALINAS CA 93901 GEOFFREY MORGAN PRESIDENT & CEO 8317576251 2026-08-17 1 0 LANCE SMITH P00696626 4152236130 2024 2025-03-06 01:10:19Z GEOFFREY MORGAN 295 MAIN STREET SUITE 100 SALINAS CA 93901 11488103 0 X WWW.CHISPAHOUSING.ORG X 1979 CA DEVELOPING AND OPERATING LOW-INCOME HOUSING PROJECTS 9 9 21 0 0 0 774665 3253449 10707391 7955712 250403 254173 39117 24769 11771576 11488103 244112 205232 0 0 2461146 2693294 0 0 256362 4968667 4988756 7673925 7887282 4097651 3600821 60529393 64020529 20853174 21583731 39676219 42436798 DEVELOPING AND OPERATING LOW-INCOME HOUSING PROJECTS 0 0 7110642 205232 7703076 PLANNING, DEVELOPING AND OPERATING LOW-INCOME HOUSING PROJECTS. 7110642 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 0 0 21 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 SONIA JARAMILLO SECRETARY 2.00 X 0 0 0 JOSE CHAVEZ BOARD MEMBER 2.00 X 0 0 0 JOSE A GARCIA BOARD MEMBER 2.00 X 0 0 0 ANNA MAE BAZO BOARD MEMBER 2.00 X 0 0 0 LENNIN RAMOS 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 213700 0 44494 ANDREW SIMER CFO 40.00 X 207744 0 30500 DANA CLEARY DIRECTOR OF RE DEVELOPMENT 40.00 X 150314 0 23790 MARIA ORTEGA-REICH DIRECTOR OF ASSET MANAGEMENT 40.00 X 137539 0 12109 PAUL TRAN DIRECTOR OF FORWARD PLANNING & CONSTRUCTION 40.00 X 142449 0 16529 KRISTIE QUITEVIS DIRECTOR OF CORPORATE FINANCE 40.00 X 105313 0 13065 GABRIELA PLASCENCIA-MONCADA DIRECTOR OF HUMAN RESOURCES 40.00 X 100081 0 7791 1057140 0 148278 7 0 1 0 ALVAREZ TECHNOLOGY GROUP INC PO BOX 965 SALINAS CA 93902 IT COMPANY 152771 THE PAUL DAVIS PARTNERSHIP LLP 286 EL DORADO ST B MONTEREY CA 93940 ARCHITECTURAL SERVICES 148163 NOVOGRADAC & COMPANY LLP PO BOX 7833 SAN FRANCISCO CA 94120 ACCOUNTING SERVICES 115325 3 3253449 3253449 RENTAL INCOME 532000 3828736 3828736 MANAGEMENT & CONSULTING 541610 3463995 3463995 INTEREST INCOME 900003 531578 531578 OTHER RENTAL INCOME 532000 131403 131403 7955712 254173 254173 24769 0 24769 24769 11488103 7980481 0 254173 97954 97954 107278 107278 388717 314861 46646 27210 1645929 1333203 197511 115215 76313 61813 9158 5342 437881 354683 52546 30652 144454 117008 17334 10112 40325 35486 4839 74274 74274 1870 1515 224 131 158613 128476 19034 11103 168469 136460 20216 11793 24398 24398 536973 536973 470182 470182 274508 274508 REPAIRS & MAINTENANCE 1117263 1117263 UTILITIES 606544 606544 MISCELLANEOUS 505104 409135 60612 35357 MANAGEMENT UNIT 253096 253096 757137 729806 17884 9447 7887282 7110642 520278 256362 10785470 12972127 4669262 2884272 4583386 5082017 7387 58048 33598691 12628839 17783790 20969852 6101668 6526693 16003582 15026231 93228 148835 501620 352454 60529393 64020529 4876019 2971528 15468105 18306074 509050 306129 20853174 21583731 X 39676219 42436798 39676219 42436798 60529393 64020529 3600821 -840242 0 X X 0 1 X 1 1 1 X 1248491 6229271 2774492 774665 3253449 14280368 1248491 6229271 2774492 774665 3253449 14280368 14280368 126954 116874 206695 250403 254173 955099 15235467 36601149 0.93730 0.93900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4620430 4620430 22539458 10539362 12000096 1906011 1091005 815006 784600 784600 0 3748192 213872 3534320 20969852 EQUITY INVESTMENTS -4956925 C NOTES RECEIVABLE FROM OPERATING PARTNERSHIPS 14178075 C INTEREST RECEIVABLE FROM OPERATING PARTNERSHIPS 3184971 C DUE FROM RELATED PARTIES 2620110 C 15026231 SECURITY DEPOSITS 202114 RIGHT-OF-USE LIABILITY 104015 306129 X 29655088 -840242 19007227 18166985 11488103 0 11488103 28835499 20948217 20948217 7887282 0 7887282 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 10,933,665. REVENUES ELIMINATED IN CONSOLIDATED FINANCIAL STATEMENTS 8,073,562. PART XII, LINE 2D - OTHER ADJUSTMENTS: ACTIVITY REPORTED ON SUBSIDIARY TAX RETURNS 14,442,663. EXPENSES ELIMINATED IN CONSOLIDATED FINANCIAL STATEMENTS 6,505,554. 0 ACTION COUNCIL OF MONTEREY COUNTY 295 MAIN ST STE 500 SALINAS CA 93901 770357101 501(C)(3) 7000 0 FMV N/A GENERAL SUPPORT C4 CONSULTING PO BOX 110 MARINA CA 93933 863975695 15000 0 FMV N/A LEADERSHIP COACHING CENTRAL COAST YMCA 600 CAMINO EL ESTERO MONTEREY CA 93940 770202335 501(C)(3) 21349 0 FMV N/A GENERAL SUPPORT FELIX & SON GARDENING 571 A PARADISE RD SALINAS CA 93907 563993813 13200 0 FMV N/A CLEAN UP, FENCE REMOVAL, NEW FENCE, HAULING AND DUMP FEES HARTNELL COLLEGE FOUNDATION 411 CENTRAL AVENUE SALINAS CA 93901 942781664 501(C)(3) 5150 0 FMV N/A SCHOLARSHIP ENDOWMENT MONTEREY BAY MOVES INC 2748 SAND DUNE AVENUE MARINA CA 93933 831698248 11327 0 FMV N/A PERSONAL TRAININGS SOL TREASURES INC 519 BROADWAY KING CITY CA 93930 261764855 501(C)(3) 23549 0 FMV N/A GENERAL SUPPORT 4 3 PAYMENTS FOR COMMUNITY SERVICES 9 107278 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 PRESIDENT/CEO MEETS WITH THE ORGANIZATIONS AND THE GRANT MAKER REGULARLY TO MONITOR COMPLIANCE. X 0 0 0 0 0 0 0 0 0 GEOFFREY MORGAN PRESIDENT & CEO 213700 0 0 0 0 0 30500 0 13994 0 258194 0 0 0 ANDREW SIMER CFO 207744 0 0 0 0 0 30500 0 0 0 238244 0 0 0 DANA CLEARY DIRECTOR OF RE DEVELOPMENT 150314 0 0 0 0 0 22850 0 940 0 174104 0 0 0 PAUL TRAN DIRECTOR OF FORWARD PLANNING & CONST 142449 0 0 0 0 0 14777 0 1752 0 158978 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 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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