Nonprofit · EIN 33-0833640
WAKELAND HOUSING AND DEVELOPMENT CORPORATION
Tax-exempt · SAN DIEGO, CA 92101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $36,637,853 | $29,204,816 | $7,433,037 | $113,961,281 | $44,392,112 | $69,569,169 |
| June 30, 2024 | 990 | $22,912,128 | $12,963,110 | $9,949,018 | $109,294,993 | $44,694,376 | $64,600,617 |
| June 30, 2023 | 990 | $25,641,126 | $12,222,162 | $13,418,964 | $85,068,659 | $35,716,330 | $49,352,329 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $23,258,895
- Program service revenue
- $11,547,537
- Investment income
- $1,051,693
- Other revenue
- $779,728
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,442,624
- Other salaries and wages
- $4,167,497
- Salaries, compensation and benefits (total)
- $7,917,902
- Professional fundraising fees
- $0
- Legal fees
- $79,207
- Accounting fees
- $169,069
- Depreciation
- $549,544
- Program services (functional)
- $12,462,107
- Management and general (functional)
- $16,626,373
- Fundraising (functional)
- $116,336
Balance sheet and other
- Total assets, start of year
- $109,294,993
- Total assets, end of year
- $113,961,281
- Total liabilities, end of year
- $44,392,112
- Net assets, end of year
- $69,569,169
- Land, buildings and equipment
- $21,424,374
- Net assets without donor restrictions
- $66,194,169
- Net assets with donor restrictions
- $3,375,000
- Gross receipts
- $36,637,853
- Employees
- 60
- Volunteers
- 0
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| REBECCA LOUIE | PRESIDENT Officer | 40 | $319,960 | $28,199 |
| JOAN EDELMAN | CFO Officer | 40 | $241,413 | $30,483 |
| ARMSTRONG PETER G | VICE PRESIDENT OF REAL ESTATE DEVELOPMENT Officer | 40 | $240,552 | $19,583 |
| HETHERINGTON DAVID M | VICE PRESIDENT OF BUSINESS DEVELOPMENT Officer | 40 | $226,610 | $21,414 |
| LEVIEN TRICIA TASTO | VICE PRESIDENT OF SUPPORTIVE HOUSING & RESIDENT SE Officer | 40 | $222,332 | $11,139 |
| HUFF LISA C | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $213,433 | $16,976 |
| HOLLAND TAYLOR R | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $206,327 | $14,791 |
| HATTLER JULIE A | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $189,481 | $25,912 |
| CHAVEZ JUSTIN | CONTROLLER Highest-paid employee | 40 | $196,126 | $15,284 |
| HALTON DANIELLE | SENIOR PROJECT MANAGER Highest-paid employee | 40 | $189,593 | $13,016 |
| ERICSSON KAROLINA | VICE CHAIR Trustee or director | 2 | $0 | $0 |
| HARRIS LISA MARIE | TREASURER Trustee or director | 2 | $0 | $0 |
| LAWSON JAMES | SECRETARY Trustee or director | 2 | $0 | $0 |
| WILSON LAUNA | CHAIR Trustee or director | 2 | $0 | $0 |
| QUACH LE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANYIWO DIKE | BOARD MEMBER Trustee or director | 2 | $0 |
| WINSLETT LEE | BOARD MEMBER Trustee or director | 2 | $0 |
| PACHECO ELIZABETH | BOARD MEMBER Trustee or director | 2 | $0 |
| PANTOJA BENONI | BOARD MEMBER Trustee or director | 2 | $0 |
| HUNTER JONATHAN | BOARD MEMBER Trustee or director | 2 | $0 |
| WRAY TIMOTHY | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| REBECCA LOUIE | PRESIDENT Officer | 40 | $308,197 | $27,727 |
| PETER ARMSTRONG | VICE PRESIDENT OF REAL EST Highest-paid employee | 40 | $241,386 | $18,999 |
| JOAN EDELMAN | CFO Officer | 40 | $231,141 | $29,076 |
| DAVID HETHERINGTON | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $223,243 | $20,187 |
| TRICIA TASTO LEVIEN | VICE PRESIDENT OF OPERATIO Highest-paid employee | 40 | $220,315 | $18,081 |
| JULIE A HATTLER | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $208,113 | $25,685 |
| TAYLOR R HOLLAND | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $193,939 | $14,658 |
| LAUNA WILSON | BOARD CHAIR Trustee or director | 2 | $0 | $0 |
| JAMES LAWSON | BOARD SECRETARY Trustee or director | 2 | $0 | $0 |
| MAIESHA ANTHONY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JONATHAN HUNTER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KAROLINA ERICSSON | BOARD VICE CHAIR Trustee or director | 2 | $0 | $0 |
| LEE WINSLETT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DIKE ANYIWO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LISA MARIE HARRIS | BOARD TREASURER Trustee or director | 2 | $0 | $0 |
| ELIZABETH PACHECO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BENONI PANTOJA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LE QUACH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| TIMOTHY WRAY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| REBECCA LOUIE | PRESIDENT Officer | 40 | $285,379 | $26,648 |
| JOAN EDELMAN | CFO Officer | 40 | $221,806 | $27,173 |
| TRICIA TASTO LEVIEN | VICE PRESIDENT OF OPERATIONS Highest-paid employee | 40 | $208,532 | $27,836 |
| PETER ARMSTRONG | VICE PRESIDENT OF REAL EST Highest-paid employee | 40 | $194,869 | $19,473 |
| LISA HUFF | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $184,426 | $16,148 |
| DAVID HETHERINGTON | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $172,465 | $19,893 |
| TAYLOR R HOLLAND | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $174,244 | $13,089 |
| BARRY SCHULTZ | BOARD CHAIR Trustee or director | 2 | $0 | $0 |
| JAMES LAWSON | BOARD SECRETARY Trustee or director | 2 | $0 | $0 |
| JEFF BRAZEL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JONATHAN HUNTER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LAUNA WILSON | BOARD VICE CHAIR Trustee or director | 2 | $0 | $0 |
| LEE WINSLETT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LINA ERICSSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LISA MARIE HARRIS | BOARD TREASURER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1230 COLUMBIA ST, SAN DIEGO, CA 92101-8571
- Principal officer (990 for 2024)
- REBECCA LOUIE, 1230 COLUMBIA STREET SUITE 950, SAN DIEGO, CA 92101
- Signed the 990
- REBECCA LOUIE, PRESIDENT
- Phone
- (619) 235-2296
- Website
- WWW.WAKELANDHDC.COM
- Return prepared by
- NOVOGRADAC & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0833640 or by the name WAKELAND HOUSING AND DEVELOPMENT CORPORATION.
- 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
WAKELAND HOUSING AND DEVELOPMENT CORPORATION IS A CALIFORNIA NOT-FOR-PROFIT CORPORATION WHOSE MISSION IS TO TRANSFORM LIVES AND COMMUNITIES THROUGH HIGH QUALITY AFFORDABLE AND SUPPORTIVE HOUSING PAIRED WITH IMPACTFUL RESIDENT SERVICES.
Program accomplishments
- RENTAL EXPENSES: THE CORPORATION OWNS AND OPERATES A MOBILE HOME PARK, POINSETTIA PARKS, LLC AND AFFORDABLE HOUSING PROJECTS TO PROVIDE AFFORDABLE HOUSING TO LOW AND MODERATE INCOME FAMILIES INCLUDING SENIORS, AND ALSO PROVIDES RESIDENT EDUCATION PROGRAMS TO THE TENANTS. THESE EXPENSES ARE COMPRISED OF OPERATIONAL EXPENSES SUCH AS UTILITIES, OPERATIONS AND MAINTENANCE, AND TAXES AND INSURANCE.Expenses $3,473,383 · revenue $5,000,126
- DEVELOPMENT: THE CORPORATION'S MISSION IS TO DEVELOP AFFORDABLE HOUSING USING TWO METHODS: (1) ACQUISITION AND REHABILITATION OF EXISTING MULTIFAMILY RESIDENTIAL HOUSING; AND (2) ACQUISITION AND ENTITLEMENT OF LAND AND CONSTRUCTION OF NEW BUILDINGS.Expenses $4,520,437 · revenue $3,819,107
- RESIDENT SERVICES: THE RESIDENT SERVICES DEPARTMENT IS RESPONSIBLE FOR ALL ONSITE DAY-TO-DAY RESIDENT SERVICES PROGRAM IMPLEMENTATION. THE DEPARTMENT PROVIDES INITIAL SET UP, CONDUCTS ONGOING ASSESSMENTS OF COMMUNITY'S PROGRAM NEEDS, AND DEVELOPS COMMUNITY PARTNERS WHILE FACILITATING COMPREHENSIVE PROGRAMS FOR YOUTH, ADULTS AND SENIORS.Expenses $2,835,354 · revenue $1,253,086
- ASSET MANAGEMENT: THE ASSET MANAGEMENT DEPARTMENT ADMINISTERS ALL PLACED IN SERVICE REAL ESTATE IN THE CORPORATION'S DIVERSE PORTFOLIO, WHICH CONSISTS OF 7,695 HOUSING UNITS. THE DEPARTMENT OVERSEES ALL PROPERTY TAX ABATEMENT ACTIVITIES, MONITORS REGULATORY MANDATES, HIRES PROPERTY MANAGEMENT COMPANIES, PROVIDES PROPERTY MANAGEMENT OVERSIGHT, AND DEVELOPS OPERATING BUDGETS AND CAPITAL IMPROVEMENT PLANS.Expenses $1,632,933 · revenue $1,475,218
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0833640
- 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
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L21)
- Assets (IRS master file)
- $113,961,281
- Income (IRS master file)
- $36,637,853
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $36,637,853 | $29,204,816 | $113,961,281 | IRS |
| 990 | June 2024 | $22,912,128 | $12,963,110 | $109,294,993 | IRS |
| 990 | June 2023 | $25,641,126 | $12,222,162 | $85,068,659 | XML |
| 990 | June 2022 | $24,988,463 | $10,430,526 | $68,610,015 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 33-0833640).
Questions about WAKELAND HOUSING AND DEVELOPMENT CORPORATION
- What is the EIN of WAKELAND HOUSING AND DEVELOPMENT CORPORATION?
- The employer identification number (EIN) of WAKELAND HOUSING AND DEVELOPMENT CORPORATION is 33-0833640.
- Is WAKELAND HOUSING AND DEVELOPMENT CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to WAKELAND HOUSING AND DEVELOPMENT CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WAKELAND HOUSING AND DEVELOPMENT CORPORATION 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 WAKELAND HOUSING AND DEVELOPMENT CORPORATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WAKELAND HOUSING AND DEVELOPMENT CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WAKELAND HOUSING AND DEVELOPMENT CORPORATION?
- The 990 for the year ended June 30, 2025 names REBECCA LOUIE.
- Who are the officers and directors of WAKELAND HOUSING AND DEVELOPMENT CORPORATION?
- The 990 for the year ended June 30, 2025 lists 21 people; 10 received compensation from the organization, the highest $319,960 (REBECCA LOUIE, PRESIDENT).
- How much revenue does WAKELAND HOUSING AND DEVELOPMENT CORPORATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $36,637,853, expenses of $29,204,816 and total assets of $113,961,281 at year end.
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