Nonprofit · EIN 94-2331267
LAFAYETTE SENIOR HOUSING ASSOCIATION INC
Tax-exempt · LAFAYETTE, CA 94549
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,184,534 | $1,743,066 | $441,468 | $17,835,069 | $11,801,153 | $6,033,916 |
| June 30, 2024 | 990 | $2,146,325 | $1,637,006 | $509,319 | $16,712,734 | $11,918,312 | $4,794,422 |
| June 30, 2023 | 990 | $1,936,419 | $1,603,175 | $333,244 | $15,719,175 | $12,066,401 | $3,652,774 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,459,428
- of which government grants
- $1,459,428
- Program service revenue
- $350,839
- Investment income
- $374,267
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $265,256
- Salaries, compensation and benefits (total)
- $313,360
- Professional fundraising fees
- $0
- Accounting fees
- $16,841
- Depreciation
- $200,979
- Program services (functional)
- $1,726,225
- Management and general (functional)
- $16,841
Balance sheet and other
- Total assets, start of year
- $16,712,734
- Total assets, end of year
- $17,835,069
- Total liabilities, end of year
- $11,801,153
- Net assets, end of year
- $6,033,916
- Land, buildings and equipment
- $3,199,628
- Publicly traded securities
- $12,633,566
- Net assets without donor restrictions
- $6,033,916
- Gross receipts
- $2,184,534
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1976
- 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 |
|---|---|---|---|
| TYLER DOUGLASS | SECRETARY Trustee or director, Officer | 0.3 | $0 |
| MARY MUNSON | DIRECTOR Trustee or director | 0.3 | $0 |
| CAROL OLSON | DIRECTOR Trustee or director | 0.3 | $0 |
| MIKE ROBERTSON | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SUSAN NUROCK | TREASURER Trustee or director, Officer | 0.3 | $0 |
| JOHN VOCKE | DIRECTOR Trustee or director | 0.3 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TYLER DOUGLASS | SECRETARY Trustee or director, Officer | 0.3 | $0 |
| MARY MUNSON | DIRECTOR Trustee or director | 0.3 | $0 |
| CAROL OLSON | DIRECTOR Trustee or director | 0.3 | $0 |
| MIKE ROBERTSON | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SUSAN NUROCK | TREASURER Trustee or director, Officer | 0.3 | $0 |
| JOHN VOCKE | DIRECTOR Trustee or director | 0.3 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TYLER DOUGLASS | SECRETARY Trustee or director, Officer | 0.3 | $0 |
| MARY MUNSON | DIRECTOR Trustee or director | 0.3 | $0 |
| CAROL OLSON | DIRECTOR Trustee or director | 0.3 | $0 |
| MIKE ROBERTSON | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SUSAN NUROCK | TREASURER Trustee or director, Officer | 0.3 | $0 |
| JOHN VOCKE | DIRECTOR Trustee or director | 0.3 | $0 |
Address and contacts
- Address (IRS master file)
- 3512 MORAGA BLVD, LAFAYETTE, CA 94549-4404
- Principal officer (990 for 2024)
- MIKE ROBERTSON, 3512 MORAGA BLVD, LAFAYETTE, CA 94549
- Signed the 990
- MIKE ROBERTSON, PRESIDENT
- Phone
- (925) 627-7000
- Return prepared by
- LINDQUIST VON HUSEN & JOYCE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2331267 or by the name LAFAYETTE SENIOR HOUSING ASSOCIATION 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
THE ORGANIZATION'S MISSION IS TO PROVIDE ELDERLY AND HANDICAPPED PERSONS WITH LOW-INCOME HOUSING.
Program accomplishments
- THE CORPORATION OWNS AN APARTMENT COMPLEX OF 67 RENTAL UNITS FOR LOW-AND MODERATE-INCOME ELDERLY AND HANDICAPPED PERSONS. THE PROJECT IS REGULATED BY HUD AND CALHFA AS TO RENT CHARGES AND OPERATING METHODS.Expenses $1,726,225 · revenue $350,839
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
- 94-2331267
- 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
- 1976
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $17,835,069
- Income (IRS master file)
- $2,184,534
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,184,534 | $1,743,066 | $17,835,069 | IRS |
| 990 | June 2024 | $2,146,325 | $1,637,006 | $16,712,734 | IRS |
| 990 | June 2023 | $1,936,419 | $1,603,175 | $15,719,175 | XML |
| 990 | June 2022 | $1,856,991 | $1,574,151 | $15,049,739 | 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 94-2331267).
Questions about LAFAYETTE SENIOR HOUSING ASSOCIATION INC
- What is the EIN of LAFAYETTE SENIOR HOUSING ASSOCIATION INC?
- The employer identification number (EIN) of LAFAYETTE SENIOR HOUSING ASSOCIATION INC is 94-2331267.
- Is LAFAYETTE SENIOR HOUSING ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to LAFAYETTE SENIOR HOUSING ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAFAYETTE SENIOR HOUSING ASSOCIATION 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 LAFAYETTE SENIOR HOUSING ASSOCIATION INC 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 LAFAYETTE SENIOR HOUSING ASSOCIATION INC 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 LAFAYETTE SENIOR HOUSING ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 names MIKE ROBERTSON.
- Who are the officers and directors of LAFAYETTE SENIOR HOUSING ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does LAFAYETTE SENIOR HOUSING ASSOCIATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,184,534, expenses of $1,743,066 and total assets of $17,835,069 at year end.
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