Nonprofit · EIN 68-0364561
SOUTH WINERY HOUSING INC
Tax-exempt · SAN RAFAEL, CA 94901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $8,799,560 | $13,356,586 | -$4,557,026 | $1,361,069 | $0 | $1,361,069 |
| December 31, 2024 | 990 | $8,562,293 | $12,834,780 | -$4,272,487 | $5,918,095 | $0 | $5,918,095 |
| December 31, 2023 | 990 | $11,114,354 | $924,026 | $10,190,328 | $10,190,582 | $0 | $10,190,582 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,200
- Program service revenue
- $8,796,065
- Investment income
- $2,295
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $800
- Program services (functional)
- $13,356,586
Balance sheet and other
- Total assets, start of year
- $5,918,095
- Total assets, end of year
- $1,361,069
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,361,069
- Net assets without donor restrictions
- $1,361,069
- Gross receipts
- $8,799,560
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1995
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BLANCA CASTILLEJA | VP/SECRETARY Trustee or director, Officer | 0.1 | $0 | $162,106 | $21,652 |
| KATELYN BERNSTON SIEGEL | PRESIDENT Trustee or director, Officer | 0.1 | $0 | $83,931 | $36,111 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BLANCA CASTILLEJA | VP/SECRETARY Trustee or director, Officer | 0.1 | $0 | $151,972 | $24,128 |
| KATELYN BERNSTON SIEGEL | PRESIDENT Trustee or director, Officer | 0.1 | $0 | $82,829 | $34,311 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BLANCA CASTILLEJA | VP/SECRETARY Trustee or director, Officer | 0.1 | $0 | $143,019 | $22,988 |
| KATELYN BERNSTON SIEGEL | President Trustee or director, Officer | 0.1 | $0 | $82,581 | $30,781 |
Address and contacts
- Address (IRS master file)
- 22 PELICAN WAY, SAN RAFAEL, CA 94901-5545
- Mailing address (990-N for 2012)
- 2169 E FRANCISCO BLVD SUITE B, SAN RAFAEL CA 94901
- Principal officer (990 for 2025)
- KATELYN BERNSTON SIEGEL, 22 PELICAN WAY, SAN RAFAEL, CA 94901
- Principal officer (990-N for 2012)
- MIKE FARREL, 2169 E FRANCISCO BLVD B, SAN RAFAEL CA 94901
- Signed the 990
- KATELYN BERNSTON SIEGEL, PRESIDENT
- Phone
- (415) 258-1800
- Return prepared by
- APRIO ADVISORY GROUP LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0364561 or by the name SOUTH WINERY 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
TO PROVIDE HOUSING FOR VERY LOW, LOW & MODERATE INCOME PERSONS
Program accomplishments
- THE CORPORATION SERVES AS THE LIMITED PARTNER OF A LIMITED PARTNERSHIP THAT PROVIDES 378 UNITS OF LOW-INCOME HOUSING FOR FAMILIES IN RICHMOND, CA.Expenses $13,356,586 · revenue $8,796,065
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 | 990 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
- 68-0364561
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L25)
- Assets (IRS master file)
- $1,361,069
- Income (IRS master file)
- $8,799,560
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $8,799,560 | $13,356,586 | $1,361,069 | XML |
| 990 | December 2024 | $8,562,293 | $12,834,780 | $5,918,095 | XML |
| 990 | December 2023 | $11,114,354 | $924,026 | $10,190,582 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2012 Officer: MIKE FARREL | December 31, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
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 68-0364561).
Questions about SOUTH WINERY HOUSING INC
- What is the EIN of SOUTH WINERY HOUSING INC?
- The employer identification number (EIN) of SOUTH WINERY HOUSING INC is 68-0364561.
- Is SOUTH WINERY HOUSING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to SOUTH WINERY HOUSING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTH WINERY 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 SOUTH WINERY HOUSING INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH WINERY HOUSING INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SOUTH WINERY HOUSING INC?
- The 990 for the year ended December 31, 2025 names KATELYN BERNSTON SIEGEL.
- Who are the officers and directors of SOUTH WINERY HOUSING INC?
- The 990 for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SOUTH WINERY HOUSING INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $8,799,560, expenses of $13,356,586 and total assets of $1,361,069 at year end.
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