Nonprofit · EIN 33-0829212
CARITAS AFFORDABLE HOUSING INC
Tax-exempt · IRVINE, CA 92614
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $16,315,578 | $13,032,194 | $3,283,384 | $99,705,611 | $96,785,260 | $2,920,351 |
| December 31, 2023 | 990 | $14,749,521 | $12,875,669 | $1,873,852 | $84,281,120 | $84,644,153 | -$363,033 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $17,044
- Program service revenue
- $14,755,997
- Investment income
- $475,510
- Other revenue
- $1,067,027
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $933,763
- Salaries, compensation and benefits (total)
- $1,295,826
- Professional fundraising fees
- $0
- Accounting fees
- $187,704
- Occupancy
- $8,537,893
- Travel
- $2,791
- Depreciation
- $1,671,479
- Program services (functional)
- $12,776,889
- Management and general (functional)
- $255,305
Balance sheet and other
- Total assets, start of year
- $84,281,120
- Total assets, end of year
- $99,705,611
- Total liabilities, end of year
- $96,785,260
- Net assets, end of year
- $2,920,351
- Land, buildings and equipment
- $59,547,866
- Net assets without donor restrictions
- $1,720,351
- Net assets with donor restrictions
- $1,200,000
- Gross receipts
- $16,315,578
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1998
- 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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| THERESE BEJOTTE | CHIEF OPERATING OFFICER Officer | 1 | $0 | $237,916 | $18,203 |
| PENNY SERNA | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $163,582 | $9,695 |
| GABE CHAVEZ | VP OF DEVELOPMENT Highest-paid employee | 1 | $0 | $148,992 | $2,128 |
| JOHN WOOLLEY | CHIEF INVESTMENT OFFICER Officer | 1 | $0 | $137,249 | $220 |
| SAMANTHA MCCULLAGH | CHIEF MISSION OFFICER Officer | 1 | $0 | $110,047 | $1,372 |
| ROBERT R REDWITZ | CEO & CHAIRMAN OF BOARD Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CAROL MCDERMOTT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTINE DUNFEY | CO-CHAIR & BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TIM CANNON | SECRETARY & BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT THIERGARTNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TOM REDWITZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER E RIVA | VP OF FINANCE Officer | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| THERESE BEJOTTE | CHIEF OPERATING OFFICER Officer | 1 | $0 | $250,770 | $3,304 |
| JOHN WOOLLEY | CHIEF INVESTMENT OFFICER Officer | 1 | $0 | $193,017 | $0 |
| PENNY SERNA | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $171,445 | $2,337 |
| GABE CHAVEZ | VP OF DEVELOPMENT Highest-paid employee | 1 | $0 | $151,168 | $2,128 |
| SAMANTHA MCCULLAGH | CHIEF MISSION OFFICER Officer | 1 | $0 | $85,331 | $0 |
| ROBERT R REDWITZ | CEO & CHAIRMAN OF BOARD Trustee or director, Officer | 0 | $0 | $0 | $0 |
| CAROL MCDERMOTT | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| ROBERT THIERGARTNER | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| TOM REDWITZ | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| CHRISTINE DUNFEY | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| TIM CANNON | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| JOHN MARKEL | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| JENNIFER E RIVA | VP OF FINANCE Officer | 0 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3 PARK PLZ STE 1700, IRVINE, CA 92614-8540
- Principal officer (990 for 2024)
- JENNIFER RIVA, 3 PARK PLAZA SUITE 1700, IRVINE, CA 92614
- Signed the 990
- JENNIFER RIVA, VP OF FINANCE
- Phone
- (949) 727-0568
- Website
- WWW.CARITASCORP.ORG
- Return prepared by
- REDWITZ INC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0829212 or by the name CARITAS AFFORDABLE HOUSING INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
CARITAS AFFORDABLE HOUSING, INC. IS A NONPROFIT ORGANIZATION WHOSE GOAL IS TO PROVIDE AND MAINTAIN QUALITY, AFFORDABLE HOUSING THROUGH THE ACQUISTION OF MOBILE HOME PARKS. WITH THE INCREASING NUMBER OF HOUSEHOLDS ON FIXED OR LIMITED INCOMES AND WITH THE SCARCITY OF RELIABLE, LONG-TERM, REASONABLY PRICED HOUSING, CARITAS ENDEAVORS TO CREATE VIBRANT COMMUNITIES WHERE QUALITY OF LIFE, RESIDENT INVOLVEMENT, AND CARING ARE PRIORITIES.
Program accomplishments
- EXEMPT PURPOSE ACHIEVEMENTS OF CARITAS AFFORDABLE HOUSING, INC. INCLUDE THE OWNERSHIP AND OPERATION OF NINE AFFORDABLE HOUSING PROJECTS LOCATED IN THE CALIFORNIA CITIES OF BREA, LANCASTER, ROHNERT PARK, VISTA, YUCCA VALLEY AND NORTH LAKEPORT, WHICH HAVE AN UNFULFILLED STATUTORY OBLIGATION TO PROVIDE AFFORDABLE HOUSING. THERE ARE A TOTAL OF 100 MOBILE HOME SPACES AVAILABLE FOR RENT IN THE CITY OF BREA, 852 SPACES AVAILABLE FOR RENT IN LANCASTER, 285 SPACES AVAILABLE FOR RENT IN ROHNERT PARK, 266 SPACES AVAILABLE FOR RENT IN VISTA, 164 SPACES AVAILABLE FOR RENT IN THE CITY OF YUCCA VALLEY AND 67 SPACES AVAILABLE FOR RENT IN THE CITY OF NORTH LAKEPORT. THE CORPORATION IS UNDER THE DIRECTION OF THE CARITAS CORPORATION, THE ASSISTANCE CORPORATION (AN EXEMPT ORGANIZATION).Expenses $12,776,889 · revenue $15,823,024
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0829212
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L20)
- Assets (IRS master file)
- $99,705,611
- Income (IRS master file)
- $16,315,578
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $16,315,578 | $13,032,194 | $99,705,611 | IRS |
| 990 | December 2023 | $14,749,521 | $12,875,669 | $84,281,120 | XML |
| 990 | December 2022 | $14,043,516 | $12,696,673 | $83,657,945 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 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 33-0829212).
Questions about CARITAS AFFORDABLE HOUSING INC
- What is the EIN of CARITAS AFFORDABLE HOUSING INC?
- The employer identification number (EIN) of CARITAS AFFORDABLE HOUSING INC is 33-0829212.
- Is CARITAS AFFORDABLE HOUSING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to CARITAS AFFORDABLE HOUSING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CARITAS AFFORDABLE HOUSING INC 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 CARITAS AFFORDABLE HOUSING INC 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 CARITAS AFFORDABLE HOUSING INC 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 CARITAS AFFORDABLE HOUSING INC?
- The 990 for the year ended December 31, 2024 names JENNIFER RIVA.
- Who are the officers and directors of CARITAS AFFORDABLE HOUSING INC?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does CARITAS AFFORDABLE HOUSING INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $16,315,578, expenses of $13,032,194 and total assets of $99,705,611 at year end.
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