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Nonprofit · EIN 33-0496692

HOUSING PARTNERS I INCORPORATED

Tax-exempt · SN BERNRDNO, CA 92408

Financials

$7.4M$6.5M2023$8.1M$6.9M2024
Revenue Expenses · by fiscal year end
Financials of HOUSING PARTNERS I INCORPORATED by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$8,105,347$6,919,230$1,186,117$30,890,536$11,455,591$19,434,945
December 31, 2023990$7,386,416$6,536,656$849,760$31,745,720$13,496,892$18,248,828
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$4,754,301
of which government grants
$4,754,301
Program service revenue
$2,990,651
Investment income
$318,806
Other revenue
$41,589

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$220,421
Other salaries and wages
$765,182
Salaries, compensation and benefits (total)
$1,285,681
Professional fundraising fees
$0
Legal fees
$3,312
Accounting fees
$52,668
Occupancy
$4,253,176
Travel
$61,688
Depreciation
$457,716
Program services (functional)
$6,227,305
Management and general (functional)
$691,925

Balance sheet and other

Total assets, start of year
$31,745,720
Total assets, end of year
$30,890,536
Total liabilities, end of year
$11,455,591
Net assets, end of year
$19,434,945
Land, buildings and equipment
$9,874,681
Net assets without donor restrictions
$19,434,945
Gross receipts
$8,105,347
Employees
5
Volunteers
1
Year formed
1991
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ANTHONY PEREZEXECUTIVE DIRECTOR
Officer
40$219,121
FRED SHORETTVICE PRESIDENT
Trustee or director, Officer
1$350
EMIL MARZULLODIRECTOR
Trustee or director
1$300
KATHRYN MCCOOLDIRECTOR
Trustee or director
1$275
ADRIANNA MENDOZADIRECTOR
Trustee or director
1$225
LEE MCDOUGALPRESIDENT
Trustee or director, Officer
1$150
MARIA RAZOSECRETARY/TREASURER
Trustee or director, Officer
1$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
ANTHONY PEREZEXECUTIVE DIRECTOR
Officer
40$180,689
LEE MCDOUGALPRESIDENT
Trustee or director, Officer
1$225
FRED SHORETTVICE PRESIDENT
Trustee or director, Officer
1$225
EMIL MARZULLODIRECTOR
Trustee or director
1$225
KATHRYN MCCOOLDIRECTOR
Trustee or director
1$150
MARIA RAZOSECRETARY/TREASURER
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
715 E BRIER DR, SN BERNRDNO, CA 92408-2841
In care of
% HOUSING AUTHORITY OF CO OF SAN BE
Principal officer (990 for 2024)
LEE MCDOUGAL, 715 EAST BRIER DRIVE, SAN BERNARDINO, CA 92408
Signed the 990
ANTHONY PEREZ, EXECUTIVE DIRECTOR
Phone
(909) 890-0644
Return prepared by
COHNREZNICK ADVISORY LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0496692 or by the name HOUSING PARTNERS I INCORPORATED.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

THE ORGANIZATION'S MISSION IS TO DEVELOP, OWN AND MANAGE AFFORDABLE HOUSING IN THE COUNTY OF SAN BERNARDINO AND IN PARTNERSHIP WITH THE HOUSING AUTHORITY OF THE COUNTY OF SAN BERNARDINO.

990 for the year ended December 31, 2024

Program accomplishments

  • 1) DEVELOPER OF 8 UNITS FOR TRANSITIONAL AGED YOUTH IN SAN BERNARDINO. ACQUIRED THE PROPERTY IN 2011.2) AWARDED $1,080,000 IN HOME FUNDS IN 2011 TO REHAB 72 SCATTERED SITE UNITS IN THE COUNTY.3) HPI ENTERED INTO A MASTER AGREEMENT ON JULY 1, 2011 WITH THE CITY OF SAN BERNARDINO'S AFFILIATE NONPROFIT, AFFORDABLE HOUSING SOLUTIONS OF SAN BERNARDINO, INC., TO PROVIDE $700,000 IN HOME FUNDING TO PURCHASE, REHABILITATE AND OCCUPY HOMES.
    Expenses $6,227,305 · revenue $3,032,240

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
33-0496692
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1993
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$30,890,536
Income (IRS master file)
$8,105,347

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$8,105,347$6,919,230$30,890,536XML
990December 2023$7,386,416$6,536,656$31,745,720XML
990December 2022$6,559,558$7,183,144$31,179,598IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0496692).

Questions about HOUSING PARTNERS I INCORPORATED

What is the EIN of HOUSING PARTNERS I INCORPORATED?
The employer identification number (EIN) of HOUSING PARTNERS I INCORPORATED is 33-0496692.
Is HOUSING PARTNERS I INCORPORATED tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to HOUSING PARTNERS I INCORPORATED tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HOUSING PARTNERS I INCORPORATED file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HOUSING PARTNERS I INCORPORATED due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HOUSING PARTNERS I INCORPORATED last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of HOUSING PARTNERS I INCORPORATED?
The 990 for the year ended December 31, 2024 names LEE MCDOUGAL.
Who are the officers and directors of HOUSING PARTNERS I INCORPORATED?
The 990 for the year ended December 31, 2024 lists 7 people; 6 received compensation from the organization, the highest $219,121 (ANTHONY PEREZ, EXECUTIVE DIRECTOR).
How much revenue does HOUSING PARTNERS I INCORPORATED have?
On its 990 for the year ended December 31, 2024 it reported revenue of $8,105,347, expenses of $6,919,230 and total assets of $30,890,536 at year end.

Other nonprofits in SN BERNRDNO

All nonprofits in SN BERNRDNO · California · Housing and shelter