Nonprofit · EIN 77-0429275
OAK FOREST APARTMENTS INC
Tax-exempt · SN LUIS OBISP, CA 93401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $39,720 | $325,433 | -$285,713 | $8,233,561 | $91,054 | $8,142,507 |
| December 31, 2024 | 990 | $50,342 | $232,151 | -$181,809 | $8,584,498 | $156,278 | $8,428,220 |
| December 31, 2023 | 990 | $39,720 | $635,704 | -$595,984 | $8,716,587 | $106,558 | $8,610,029 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $39,720
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $325,433
Balance sheet and other
- Total assets, start of year
- $8,584,498
- Total assets, end of year
- $8,233,561
- Total liabilities, end of year
- $91,054
- Net assets, end of year
- $8,142,507
- Net assets without donor restrictions
- $8,142,507
- Gross receipts
- $39,720
- Employees
- 0
- Volunteers
- 13
- Year formed
- 1996
- 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 |
|---|---|---|---|
| Dieter Eckert | Director Trustee or director | 1 | $0 |
| Karol Schulkin | Director Trustee or director | 1 | $0 |
| Nick Tompkins | Director Trustee or director | 1 | $0 |
| Sonia Kroth | Director Trustee or director | 1 | $0 |
| Jose Flores | Director Trustee or director | 1 | $0 |
| Paula Johnson | Director Trustee or director | 1 | $0 |
| Shelly Higginbotham | Chairman Trustee or director, Officer | 1 | $0 |
| Hazel Davalos | Director Trustee or director | 1 | $0 |
| Kevin Clerici | Director Trustee or director | 1 | $0 |
| Yolanda Vasquez | Director Trustee or director | 1 | $0 |
| Julissa Pena | Director Trustee or director | 1 | $0 |
| Vito Gioiello | Vice President Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dieter Eckert | Director Trustee or director | 1 | $0 |
| Karol Schulkin | Director Trustee or director | 1 | $0 |
| Nick Tompkins | Director Trustee or director | 1 | $0 |
| Sonia Kroth | Director Trustee or director | 1 | $0 |
| Jose Flores | Director Trustee or director | 1 | $0 |
| Paula Johnson | Director Trustee or director | 1 | $0 |
| Shelly Higginbotham | Chairman Trustee or director, Officer | 1 | $0 |
| Hazel Davalos | Director Trustee or director | 1 | $0 |
| Kevin Clerici | Director Trustee or director | 1 | $0 |
| Yolanda Vasquez | Director Trustee or director | 1 | $0 |
| Julissa Pena | Director Trustee or director | 1 | $0 |
| Vito Gioiello | Vice President Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dieter Eckert | Director Trustee or director | 1 | $0 |
| Karol Schulkin | Director Trustee or director | 1 | $0 |
| Nick Tompkins | Director Trustee or director | 1 | $0 |
| Sonia Kroth | Director Trustee or director | 1 | $0 |
| Jose Flores | Director Trustee or director | 1 | $0 |
| Paula Johnson | Director Trustee or director | 1 | $0 |
| Shelly Higginbotham | Chairman Trustee or director, Officer | 1 | $0 |
| Hazel Davalos | Director Trustee or director | 1 | $0 |
| Kevin Clerici | Director Trustee or director | 1 | $0 |
| Julissa Pena | Director Trustee or director | 1 | $0 |
| Vito Gioiello | Vice President Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1060 KENDALL RD, SN LUIS OBISP, CA 93401-8061
- Signed the 990
- Griffin Moore, CFO
- Phone
- (805) 781-3088
- Return prepared by
- Thomas Tomaszewski
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0429275 or by the name OAK FOREST APARTMENTS 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
Provide affordable housing
Program accomplishments
- To provide low-income rental housing as the .01% general partner in Storke Ranch Apartments, L.P. a California Limited Partnership which owns and operates Storke Ranch Apartments, a 36-unit housing complex located in Isla Vista,CA. In addition, to provide affordable rental housing as the .01% managing general partner in Belridge Street Associates, L.P., a California Limited Partnership, which owns and operates Belridge Street Apartments, a 12-unit apartment complex located in Oceano, California, in addition to provide affordable rental housing as the .01% managing general partner in Oceano Apartments Associates, L.P.,a California Limited Partnership which owns and operates La Brisa Marina Apartments,a 16-unit affordable rental housing complex located in Oceano, CA. In addition, to provide affordable rental housing as the .01% managing general partner in Templeton Place L.P., a California Limited Partnership which owns and operates Templeton Place Apartments, a 29-unit affordable rental housing complex located in Templeton, CA. In addition, to provide affordable rental housing as the .01% managing general partner in Los Adobes de Maria II, a California Limited Partnership which owns and operates Los Adobes de Maria II Apartments, a 52-unit affordable rental housing complex located in Santa Maria, CA. In addition, to provide affordable rental housing as the .01% managing general partner in Rio Vista Associates, a California Limited Partnership which owns and operates Riverview Apartments, an 80-unit affordable rental housing complex located in Guadalupe, CA. In addition to provide affordable rental housing as the 99.99% limited partner in Canyon Creek Limited Partnership, a California Limited Partnership, which owns and operates Canyon Creek Apartments, a 68-unit affordable rental housing complex located in Paso Robles, CA.Expenses $325,433
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 77-0429275
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Housing and shelter (L80Z)
- Assets (IRS master file)
- $8,233,561
- Income (IRS master file)
- $39,720
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $39,720 | $325,433 | $8,233,561 | XML |
| 990 | December 2024 | $50,342 | $232,151 | $8,584,498 | XML |
| 990 | December 2023 | $39,720 | $635,704 | $8,716,587 | XML |
| 990 | December 2022 | $39,721 | $811,588 | $9,279,358 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990-EZ | 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 77-0429275).
Questions about OAK FOREST APARTMENTS INC
- What is the EIN of OAK FOREST APARTMENTS INC?
- The employer identification number (EIN) of OAK FOREST APARTMENTS INC is 77-0429275.
- Is OAK FOREST APARTMENTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to OAK FOREST APARTMENTS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does OAK FOREST APARTMENTS INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of OAK FOREST APARTMENTS 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 OAK FOREST APARTMENTS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of OAK FOREST APARTMENTS INC?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does OAK FOREST APARTMENTS INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $39,720, expenses of $325,433 and total assets of $8,233,561 at year end.
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All nonprofits in SN LUIS OBISP · California · Housing and shelter