2026-08-05T16:01:05-05:00 2025-09-30 582487348 APRIO ADVISORY GROUP LLC 3488 NORTH VALDOSTA ROAD VALDOSTA GA 31602 990 2024-10-01 942656000 SAN RAFAEL ROTARY MANOR SANR 4152581800 22 PELICAN WAY SAN RAFAEL CA 94901 ROBERT MARCUCCI PRESIDENT 4152581800 2026-08-05 1 1 JAMES W GODBEE JR P00346450 2292456040 2026-08-05 2024 2025-03-06 01:10:19Z ROBERT MARCUCCI 22 PELICAN WAY SAN RAFAEL CA 94901 1461185 0 X N/A X 1979 CA TO PROVIDE ELDERLY PERSONS OF MODEST MEANS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS, THE CHARGES FOR SUCH FACILITIES AND SERVICES TO BE PREDICATED UPON THE PROVISION, MAINTENANCE AND OPERATION THEREOF ON A NONPROFIT BASIS. 8 8 0 0 0 0 370710 213119 1135967 1228599 14506 11452 7516 8015 1528699 1461185 0 0 0 0 338147 300541 0 0 0 1051473 1103943 1389620 1404484 139079 56701 5421014 5272991 1520283 1315559 3900731 3957432 X TO PROVIDE ELDERLY PERSONS OF MODEST MEANS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS, THE CHARGES FOR SUCH FACILITIES AND SERVICES TO BE PREDICATED UPON THE PROVISION, MAINTENANCE AND OPERATION THEREOF ON A NONPROFIT BASIS. 0 0 1293511 1228599 THE CORPORATION OWNS AND OPERATES A 97 UNIT LOW-INCOME HOUSING APARTMENT COMPLEX IN SAN RAFAEL, CA FOR LOW AND VERY LOW INCOME ELDERLY PERSONS UNDER TERMS OF AN AGREEMENT WITH THE HOUSING AUTHORITY OF THE COUNTY OF MARIN. 1293511 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X EAH INC 4152581800 22 PELICAN WAY SAN RAFAEL CA 94901 X ROBERT MARCUCCI PRESIDENT 1.00 X X 0 0 0 DIANE HENDERSON VICE PRESIDENT 1.00 X X 0 0 0 CATHERINE AHART TREASURER 1.00 X X 0 0 0 DOUG MURRY SECRETARY 1.00 X X 0 0 0 TOM MULVEY DIRECTOR 1.00 X 0 0 0 BRIAN POWELL DIRECTOR 1.00 X 0 0 0 JOHN FELDMANN DIRECTOR 1.00 X 0 0 0 JOE MCCULLUM DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 199919 13200 213119 TENANT RENTS 531110 1218985 1218985 TENANT CHARGES 531110 4943 4943 LAUNDRY INCOME 531110 4671 4671 1228599 11452 11452 8015 0 8015 8015 8015 1461185 1228599 0 19467 254444 254444 30609 30609 15488 15488 85369 85369 9797 9797 17713 17713 4750 4750 6756 6756 79451 79451 5517 5517 461985 461985 7891 7891 304084 304084 MISCELLANEOUS OPERATING 51926 51926 MISCELLANEOUS ADMIN EXP 27995 27995 WORKERS COMPENSATION 19504 19504 TENANT SERVICE EXPENSES 7080 7080 14125 14125 1404484 1293511 110973 0 49535 150703 646816 580840 5052 370 7430 70056 9501406 5030384 4679504 4471022 32677 0 5421014 5272991 64224 72515 8510 1647 1362315 1151373 85234 90024 1520283 1315559 X 3900731 3957432 3900731 3957432 5421014 5272991 56701 0 X 1 X 0 1 0 X 125094 132523 176879 370710 213119 1018325 1065793 1055145 1072583 1135967 1228599 5558087 1190887 1187668 1249462 1506677 1441718 6576412 0 0 0 6576412 753 9571 12962 22022 19467 64775 753 9571 12962 22022 19467 64775 1191640 1197239 1262424 1528699 1461185 6641187 0.99020 0.99200 0.00980 0.00800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1422889 1422889 7290157 4526928 2763229 788360 503456 284904 4471022 TENANT SECURITY DEPOSITS 90024 90024 X 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 INFORMATION RETURNS FOR THE YEARS ENDING SEPTEMBER 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. FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - THE PROJECT IS MANAGED BY EAH INC. (EAH), AN UNRELATED NONPROFIT PUBLIC BENEFIT CORPORATION. EAH 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 6 LINE 6 EXPLANATION - THE MEMBERS OF THE CORPORATION SHALL CONSIST OF THE PERSONS SERVING AS MEMBERS OF THE BOARD OF DIRECTORS. MEMBERSHIP SHALL AT ALL TIMES BE LIMITED TO INDIVIDUALS WHO ARE MEMBERS OF THE ROTARY CLUB OF SAN RAFAEL. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - THE NUMBER OF DIRECTORS SHALL BE NINE (9), PROVIDED, HOWEVER, THAT THE NUMBER OF DIRECTORS MAY BE CHANGED FROM TIME TO TIME TO ANY UNEVEN NUMBER NOT LESS THAN THREE BY AMENDMENT OF THE BYLAWS. ANY VACANCIES ON THE BOARD OF DIRECTORS ARE FILLED BY A MAJORITY VOTE OF THE CURRENT BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B LINE 8 EXPLANATION - THERE ARE NO SUBCOMMITTEES OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE MANAGEMENT AGENT REVIEWS THE FORM 990 PRIOR TO PRESENTATION TO THE BOARD FOR SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE ALL CONFLICTS OF INTEREST IMMEDIATELY AS THEY OCCUR. THE BOARD THEN EVALUATES THE CONFLICT AND DETERMINES APPROPRIATE ACTION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST.