Nonprofit · EIN 68-0183692
CALIFORNIA HOUSING PARTNERSHIP
Tax-exempt · SAN FRANCISCO, CA 94105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $10,788,934 | $9,610,994 | $1,177,940 | $9,307,627 | $1,640,861 | $7,666,766 |
| December 31, 2023 | 990 | $9,027,653 | $8,838,427 | $189,226 | $8,670,028 | $2,231,340 | $6,438,688 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,469,703
- Program service revenue
- $8,180,551
- Investment income
- $111,522
- Other revenue
- $27,158
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $5,249,835
- Other salaries and wages
- $1,846,867
- Salaries, compensation and benefits (total)
- $8,609,656
- Professional fundraising fees
- $0
- Legal fees
- $3,015
- Occupancy
- $189,647
- Travel
- $49,270
- Depreciation
- $35,708
- Program services (functional)
- $8,551,545
- Management and general (functional)
- $949,446
- Fundraising (functional)
- $110,003
Balance sheet and other
- Total assets, start of year
- $8,670,028
- Total assets, end of year
- $9,307,627
- Total liabilities, end of year
- $1,640,861
- Net assets, end of year
- $7,666,766
- Land, buildings and equipment
- $8,817
- Publicly traded securities
- $4,669,811
- Net assets without donor restrictions
- $6,604,301
- Net assets with donor restrictions
- $1,062,465
- Gross receipts
- $10,788,934
- Employees
- 54
- Year formed
- 1988
- 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 | Other / benefits |
|---|---|---|---|---|
| Matthew Schwartz | President & CEO Officer | 40 | $288,417 | $53,367 |
| Richard Mandel | Managing Dir. Financial Consulting | 40 | $253,034 | $53,971 |
| Paul Beesemyer | Managing Dir. Financial Consulting | 40 | $261,288 | $30,042 |
| Laura Kobler | Senior Dir. Financial Consulting | 40 | $230,425 | $46,498 |
| Diep Do | Managing Dir. Financial Consulting | 40 | $228,465 | $44,129 |
| Margaret MCGraw-Scherer | Senior Dir. Financial Consulting | 40 | $217,884 | $50,184 |
| David Kiddoo | Senior Dir. Financial Consulting | 40 | $223,159 | $30,491 |
| Lauren Maddock | Senior Dir. Financial Consulting | 40 | $202,278 | $42,160 |
| Nicole Aispuro | Senior Director, Financial Consulti | 40 | $199,296 | $44,721 |
| Zorica Stancevic | Senior Dir. Financial Consulting | 40 | $199,338 | $43,486 |
| Sherin Bennett | Director Financial Consulting | 40 | $197,952 | $22,787 |
| Mark Stivers | Dir. of Legislative, Regulatory | 40 | $193,406 | $23,477 |
| Thai-An Ngo | Senior Financial Consultant | 40 | $161,730 | $45,312 |
| Chad Horsford | Assoc. Dir. Financial Consulting | 40 | $175,466 | $26,935 |
| Anthony Vega | Managing Director - Research | 40 | $185,793 | $11,248 |
21 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Michelle E Coulter | Assoc. Dir. Financial Consulting | 40 | $181,472 | $15,036 |
| Jesse Ozanian | Senior Financial Consultant | 40 | $156,498 | $38,244 |
| Benjamin Creed | Senior Financial Consultant | 40 | $153,819 | $36,675 |
| Aditya Potluri | Senior Financial Consultant | 40 | $162,885 | $22,562 |
| Blanca De La Cruz | Managing Dir. Sustainable Housing | 40 | $162,639 | $22,046 |
| Amanda Isbell | Managing Dir. Ops | 40 | $143,833 | $32,805 |
| Genise Choy | Senior Financial Consultant, Financ | 40 | $159,784 | $15,863 |
| Daniel Rinzler | Assoc Research Dir | 40 | $148,074 | $21,606 |
| Tony Kouot | Senior Financial Consultant, Financ | 40 | $151,391 | $18,070 |
| Adriene Gemheart | Snr. Financial Con | 40 | $129,442 | $37,224 |
| Meagan M Tokunaga Block | Senior Financial Consultant, Financ | 40 | $151,500 | $14,612 |
| Jennifer Fleming | Financial Consult | 40 | $140,140 | $17,205 |
| Danielle Mazzella | Assoc. Research | 40 | $133,595 | $17,660 |
| Adhi Nagraj | Board Chair Trustee or director, Officer | 1 | $0 | $0 |
| Porsche Middleton | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Rebecca Foster | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Sochiata Vutthy | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Nikki Beasley | Board Member Trustee or director | 1 | $0 | $0 |
| Azalia Gmez-Camacho | Board Member Trustee or director | 1 | $0 | $0 |
| Dave Rand | Board Member Trustee or director | 1 | $0 | $0 |
| Gustavo Velaquez | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Matthew Schwartz | President & CEO Officer | 40 | $260,900 | $38,382 |
| Richard Mandel | Managing Dir. Financial Consulting | 40 | $244,875 | $38,149 |
| Paul Beesemyer | Managing Dir. Financial Consulting | 40 | $242,616 | $22,628 |
| Laura Kobler | Senior Dir. Financial Consulting | 40 | $215,634 | $37,064 |
| Diep Do | Managing Dir. Financial Consulting | 40 | $218,024 | $33,996 |
| Margaret MCGraw-Scherer | Senior Dir. Financial Consulting | 40 | $201,289 | $40,260 |
| David Kiddoo | Senior Dir. Financial Consulting | 40 | $206,932 | $23,039 |
| Nicole Aispuro - Norori | Senior Dir. Financial Consulting | 40 | $190,695 | $35,637 |
| Zorica Stancevic | Senior Dir. Financial Consulting | 40 | $191,035 | $32,806 |
| Lauren Maddock | Senior Dir. Financial Consulting | 40 | $193,479 | $27,265 |
| Mark Stivers | Dir. of Legislative, Regulatory | 40 | $186,825 | $21,549 |
| Sherin Bennett | Director Financial Consulting | 40 | $183,600 | $16,610 |
| Thai-An Ngo | Senior Financial Consultant | 40 | $160,203 | $31,703 |
| Mengxin Zhou | Senior Financial Consultant | 40 | $169,600 | $16,228 |
| Chad Horsford | Assoc. Dir. Financial Consulting | 40 | $166,943 | $14,707 |
| Anthony Vega | Managing Director - Research | 40 | $175,652 | $4,143 |
| Blanca De La Cruz | Managing Dir. Sustainable Housing | 40 | $153,717 | $20,251 |
| Michelle E Culter | Assoc. Dir. Financial Consulting | 40 | $167,300 | $3,399 |
| Aditya Potluri | Senior Financial Consultant | 40 | $153,700 | $0 |
| Jesse Ozanian | Senior Financial Consultant | 40 | $153,572 | $0 |
| Benjamin Creed | Senior Financial Consultant | 40 | $153,553 | $0 |
| Genise Choy | Snr. Financial Con | 40 | $144,994 | $0 |
| Amanda Isbell | Managing Dir. Ops | 40 | $139,063 | $0 |
| Daniel Rinzler | Assoc. Research | 40 | $137,336 | $0 |
| Jennifer Fleming | Financial Consult | 40 | $135,000 | $0 |
| Adriene Gemheart | Snr. Financial Con | 40 | $134,276 | $0 |
| Adhi Nagraj | Board Chair Trustee or director, Officer | 1 | $0 | $0 |
| Porsche Middleton | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Rebecca Foster | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Sochiata Vutthy | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Nikki Beasley | Board Member Trustee or director | 1 | $0 | $0 |
| Azalia Gmez-Camacho | Board Member Trustee or director | 1 | $0 | $0 |
| Dave Rand | Board Member Trustee or director | 1 | $0 | $0 |
| Gustavo Velaquez | Board Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 49 STEVENSON STREET SUITE 500, SAN FRANCISCO, CA 94105-2909
- Principal officer (990 for 2024)
- Matthew Schwartz, 49 Stevenson Ste 500, San Francisco, CA 94105
- Signed the 990
- Matthew Schwartz, President & CEO
- Phone
- (415) 433-6804
- Website
- https://chpc.net/
- Return prepared by
- HEALY AND ASSOCIATES
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0183692 or by the name CALIFORNIA HOUSING PARTNERSHIP.
- 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
The California Housing Partnership Corporation creates and preserves affordable and sustainable homes for Californians with low incomes by providing expert financial and policy solutions to nonprofit and public partners.
Program accomplishments
- The Partnership provided technical assistance to 26 of our public and private nonprofit organization partners on the construction and financing of 3,884 affordable and sustainable homes throughout California in 2024. We also trained more than 5,300 affordable housing professionals across California in 2024 through expansion of our online and in-person training programs.Expenses $8,551,545 · revenue $8,180,551
- The Partnership's policy and research program provided technical assistance, training, and education related to the preservation and production of affordable housing in California. In 2024, these efforts included expanding our preservation efforts by examining naturally occurring affordable housing (NOAH) in California and the potential risks factors related to NOAH properties losing their affordability for low-income Californians. We continued to expanded use and outreach for our online research tools by updating the tools and providing trainings/webinars for various partner organizations. Lastly, we entered the third year of our university-level fellowship program geared towards improving access and mentoring opportunities for racial/ethnic minorities in the affordable housing policy and research field, having hosted eleven fellows in the three years.
- The sustainable housing team implemented four major clean energy incentive programs, provided technical support to nonprofit housing providers to help them and the low-income residents they serve access clean energy funding resources, and advocated for increased funding to reduce greenhouse gas emissions in affordable housing throughout California.
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
- 68-0183692
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $9,307,627
- Income (IRS master file)
- $10,788,934
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $10,788,934 | $9,610,994 | $9,307,627 | IRS |
| 990 | December 2023 | $9,027,653 | $8,838,427 | $8,670,028 | XML |
| 990 | December 2022 | $8,282,451 | $7,900,782 | $6,723,072 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 68-0183692).
Questions about CALIFORNIA HOUSING PARTNERSHIP
- What is the EIN of CALIFORNIA HOUSING PARTNERSHIP?
- The employer identification number (EIN) of CALIFORNIA HOUSING PARTNERSHIP is 68-0183692.
- Is CALIFORNIA HOUSING PARTNERSHIP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to CALIFORNIA HOUSING PARTNERSHIP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA HOUSING PARTNERSHIP 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 CALIFORNIA HOUSING PARTNERSHIP 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 CALIFORNIA HOUSING PARTNERSHIP 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 CALIFORNIA HOUSING PARTNERSHIP?
- The 990 for the year ended December 31, 2024 names Matthew Schwartz.
- Who are the officers and directors of CALIFORNIA HOUSING PARTNERSHIP?
- The 990 for the year ended December 31, 2024 lists 36 people; 28 received compensation from the organization, the highest $288,417 (Matthew Schwartz, President & CEO).
- How much revenue does CALIFORNIA HOUSING PARTNERSHIP have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $10,788,934, expenses of $9,610,994 and total assets of $9,307,627 at year end.
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