Nonprofit · EIN 95-2249495
RETIREMENT HOUSING FOUNDATION
Tax-exempt · LONG BEACH, CA 90815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $54,575,115 | $26,423,077 | $28,152,038 | $263,657,580 | $19,084,868 | $244,572,712 |
| September 30, 2024 | 990 | $42,118,324 | $26,718,964 | $15,399,360 | $226,932,871 | $17,899,209 | $209,033,662 |
| September 30, 2023 | 990 | $106,870,194 | $28,484,740 | $78,385,454 | $207,365,153 | $19,155,105 | $188,210,048 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $31,963,760
- Program service revenue
- $17,625,853
- Investment income
- $4,985,502
- Net gain from sales of assets
- -$462,104
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,446,946
- Compensation of officers, directors and key employees
- $4,939,662
- Other salaries and wages
- $7,085,138
- Salaries, compensation and benefits (total)
- $13,557,385
- Professional fundraising fees
- $0
- Legal fees
- $400,603
- Accounting fees
- $353,245
- Occupancy
- $111,526
- Travel
- $414,375
- Depreciation
- $407,031
- Program services (functional)
- $23,588,137
- Management and general (functional)
- $2,649,945
- Fundraising (functional)
- $184,995
Balance sheet and other
- Total assets, start of year
- $226,932,871
- Total assets, end of year
- $263,657,580
- Total liabilities, end of year
- $19,084,868
- Net assets, end of year
- $244,572,712
- Land, buildings and equipment
- $5,267,698
- Publicly traded securities
- $161,369,548
- Net assets without donor restrictions
- $244,572,712
- Gross receipts
- $56,020,748
- Employees
- 134
- Volunteers
- 466
- Year formed
- 1961
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HARTMAN STUART J | PRESIDENT/CEO Key employee | 0.2 | $693,394 | $0 | $76,739 |
| AMBERG ROBERT R | EXECUTIVE VP GEN COUNSEL Key employee | 0.2 | $475,930 | $0 | $54,717 |
| ROSSELLO FRANK JR | CFO AND VP OF FINANCE Key employee | 0.2 | $457,628 | $0 | $30,494 |
| FARD BOBBY J | VP ACQUIS AND PROJ DEV Key employee | 0.2 | $300,470 | $0 | $26,130 |
| ESCANDON YURI ANDREW | VP HOUSING OPERATIONS Key employee | 0.2 | $0 | $266,772 | $55,605 |
| GILCHRIST KEVIN DARRELL | VP DEV FIN & ASSET MGMT Key employee | 0.2 | $258,558 | $0 | $58,557 |
| TITUS STEPHANIE L | VP PHILANTHROPY/CSO Key employee | 0.2 | $251,721 | $0 | $58,388 |
| BATTAGLIA NADA | VP HUMAN RESOURCES Key employee | 0.2 | $252,697 | $0 | $53,518 |
| KING DIANE D | COMPL AND PRIVACY OFFICER Key employee | 0.2 | $237,670 | $0 | $22,228 |
| MAGNONE VINCENT B | VP TREASURY & INVSTMT OFF Key employee | 0.2 | $233,022 | $0 | $21,761 |
| CLOW JOHN C | VP RISK MANAGEMENT Key employee | 0.2 | $226,254 | $0 | $22,289 |
| ROBINSON TINA M | VP HOUSING ACCOUNTING Highest-paid employee | 0.2 | $193,656 | $0 | $21,124 |
| CHUNG DEAN H | CONTROLLER Highest-paid employee | 0.2 | $181,894 | $0 | $31,777 |
| HALL MAGGIE W | ASSOCIATE COUNSEL Highest-paid employee | 0.2 | $189,413 | $0 | $23,477 |
| SILVA JOANNE L | VP OCCUPANCY & TAX CREDIT Highest-paid employee | 0.2 | $0 | $183,549 | $28,973 |
20 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICKELSON LAVONNE R | DIR OF AFFORD HOUSING OPS Key employee | 0.2 | $0 | $204,802 | $4,875 |
| STECKBECK KENT | BUDGET & ANALYTICS DIR Key employee | 0.2 | $200,731 | $0 | $5,371 |
| PHELPS LORI ANN | INFO SYSTEMS DIRECTOR Key employee | 0.2 | $198,115 | $0 | $5,944 |
| SANCHEZ OMAR E | CONSTRUCTION MANAGER SR Highest-paid employee | 0.2 | $183,630 | $0 | $15,920 |
| FOX LAURA L | DIRECTOR OF CORP RECORDS Key employee | 0.2 | $164,261 | $0 | $18,022 |
| HART DONALD | CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| COLLINSON CATHERINE | VICE CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| BUNN ANDREW | VICE CHAIR, TREASURER Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| POLLOCK JEFFREY | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| MAY ARTHUR | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| EAST RAYMOND E | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| DESAEGHER NORMA | VICE PRESIDENT Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| WILSON CHERYL | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| POTTER CHRISTINA | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| KOIDE BRIAN | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| GOODWIN DARRELL | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| MINER DON | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| GUFFEY EDITH | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| TALBOT HANNEKE | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| BLAZEJEWSKI STEVE | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HARTMAN STUART J | PRESIDENT/CEO Officer | 40 | $617,596 | $0 | $68,128 |
| NAPIERSKIE DAVID W | VP HEALTH CARE OPERATIONS Former | 40 | $0 | $490,455 | $41,335 |
| AMBERG ROBERT R | EXECUTIVE VP GEN COUNSEL Key employee | 40 | $440,286 | $0 | $49,216 |
| ROSSELLO FRANK JR | CFO AND VP OF FINANCE Officer | 40 | $378,582 | $0 | $25,235 |
| BATTAGLIA NADA | VP HUMAN RESOURCES Key employee | 40 | $242,093 | $0 | $46,746 |
| TITUS STEPHANIE L | VP PHILANTHROPY/CSO Key employee | 40 | $239,642 | $0 | $49,191 |
| MAGNONE VINCENT B | VP TREASURY & INVSTMT OFF Key employee | 40 | $246,158 | $0 | $37,102 |
| FARD BOB J | VP ACQUIS AND PROJ DEV Key employee | 40 | $259,219 | $0 | $21,908 |
| GILCHRIST KEVIN DARRELL | VP DEVELOPMENT FINANCE Key employee | 40 | $228,362 | $0 | $48,817 |
| CLOW JOHN C | VP RISK MANAGEMENT Key employee | 40 | $209,162 | $0 | $18,816 |
| PURCELL CHRISTOPHER | CONTROLLER Former | 40 | $197,200 | $0 | $19,731 |
| ROBINSON TINA M | VP HOUSING ACCOUNTING Highest-paid employee | 40 | $177,323 | $0 | $16,482 |
| SILVA JOANNE L | VP OCCUPANCY & TAX CREDIT Highest-paid employee | 40 | $166,856 | $0 | $23,842 |
| MICKELSON LAVONNE R | DIR OF AFFORD HOUSING OPS Highest-paid employee | 40 | $184,618 | $0 | $4,763 |
| STECKBECK KENT | BUDGET & ANALYTICS DIR Highest-paid employee | 40 | $177,682 | $0 | $5,331 |
| PHELPS LORI ANN | INFO SYSTEMS DIRECTOR Highest-paid employee | 40 | $173,077 | $0 | $5,192 |
| FOX BUCHAN LAURA L | CORP SEC & DIR OF CORP RECORDS Officer | 40 | $153,750 | $0 | $18,784 |
| DESAEGHER NORMA N | DIRECTOR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| EAST RAYMOND E | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| MOYER DAVID S | DIRECTOR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| POLLOCK JEFFREY R | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| POTTER CHRISTINA E | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HARTMAN STUART J | PRESIDENT/CEO Officer | 40 | $608,035 | $0 | $74,029 |
| AMBERG ROBERT R | EXECUTIVE VP GEN COUNSEL Key employee | 40 | $442,308 | $0 | $43,069 |
| ROSSELLO FRANK JR | CFO AND VP OF FINANCE Officer | 40 | $313,582 | $0 | $17,519 |
| BATTAGLIA NADA | VP HUMAN RESOURCES Key employee | 40 | $235,353 | $0 | $42,526 |
| TITUS STEPHANIE L | VP PHILANTHROPY/CSO Key employee | 40 | $231,220 | $0 | $42,394 |
| MAGNONE VINCENT B | VP TREASURY & INVSTMT OFF Key employee | 40 | $239,282 | $0 | $29,102 |
| NAPIERSKIE DAVID W | VP HEALTH CARE OPERATIONS Key employee | 40 | $0 | $242,812 | $11,672 |
| GILCHRIST KEVIN D | VP DEVELOPMENT FINANCE Key employee | 40 | $218,679 | $0 | $16,908 |
| FARD BOBBY J | VP ACQUIS AND PROJ DEV Key employee | 40 | $214,343 | $0 | $15,930 |
| PURCELL CHRISTOPHER J | CONTROLLER Key employee | 40 | $195,871 | $0 | $18,163 |
| CLOW JOHN C | VP RISK MANAGEMENT Key employee | 40 | $196,730 | $0 | $13,455 |
| SILVA JOANNE L | VP OCCUPANCY & TAX CREDIT Highest-paid employee | 40 | $158,830 | $0 | $21,653 |
| MICKELSON LAVONNE R | DIR OF AFFORD HOUSING OPS Highest-paid employee | 40 | $162,871 | $0 | $13,914 |
| ROBINSON TINA M | DIRECTOR OF ACCT EXEMPT Highest-paid employee | 40 | $161,428 | $0 | $13,535 |
| STECKBECK KENT | BUDGET & ANALYTICS DIR Highest-paid employee | 40 | $167,122 | $0 | $5,014 |
| PHELPS LORI ANN | INFO SYSTEMS DIRECTOR Highest-paid employee | 40 | $160,693 | $0 | $4,725 |
| FOX BUCHAN LAURA L | DIRECTOR AND CORPORATE SECRETARY Officer | 40 | $150,563 | $0 | $9,786 |
| DESAEGHER NORMA N | DIRECTOR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| EAST RAYMOND E | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| MOYER DAVID S | DIRECTOR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| POLLOCK JEFFREY R | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| POTTER CHRISTINA E | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 911 NORTH STUDEBAKER ROAD, LONG BEACH, CA 90815-4900
- In care of
- % PAYROLL DEPARTMENT
- Principal officer (990 for 2024)
- STUART HARTMAN, 911 N STUDEBAKER ROAD, LONG BEACH, CA 90815
- Signed the 990
- FRANK A ROSSELLO JR, VP FINANCE AND CFO
- Phone
- (562) 257-5100
- Website
- WWW.RHF.ORG
- Return prepared by
- DAUBY O'CONNOR & ZALESKI LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2249495 or by the name RETIREMENT HOUSING FOUNDATION.
- 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 AFFORDABLE HOUSING AND SERVICE COORDINATION FOR PERSONS WITH LIMITED INCOMES IN AN INCLUSIVE ENVIRONMENT THAT ENHANCES THEIR QUALITY OF LIFE PHYSICALLY, MENTALLY, AND SPIRITUALLY.
Program accomplishments
- RETIREMENT HOUSING FOUNDATION PROVIDES DEVELOPMENT AND MANAGEMENT EXPERTISE, EITHER DIRECTLY OR THROUGH AFFILIATED NONPROFIT CORPORATIONS, IN THE FIELD OF AFFORDABLE HOUSING AND SERVICES FOR LOW AND VERY LOW INCOME FAMILIES AND THE ELDERLY. THE CORPORATION ALSO PROVIDES ASSISTED LIVING IN ADDITION TO MANY OF THE LOW & VERY LOW INCOME HOUSING FACILITIES. THE CORPORATION SERVES OVER 15,000 RESIDENTS/PATIENTS IN 30 STATES INCLUDING THE VIRGIN ISLANDS, PUERTO RICO & THE DISTRICT OF COLUMBIA. THE CORPORATION EMPLOYS APPROXIMATELY 950 PEOPLE NATIONWIDE.Expenses $23,588,137 · grants $3,446,946 · revenue $17,625,853
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 95-2249495
- 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
- 2014
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $263,657,580
- Income (IRS master file)
- $56,020,748
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $54,575,115 | $26,423,077 | $263,657,580 | XML |
| 990 | September 2024 | $42,118,324 | $26,718,964 | $226,932,871 | XML |
| 990 | September 2023 | $106,870,194 | $28,484,740 | $207,365,153 | XML |
| 990 | September 2022 | $49,802,150 | $29,986,329 | $198,507,383 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 95-2249495).
Questions about RETIREMENT HOUSING FOUNDATION
- What is the EIN of RETIREMENT HOUSING FOUNDATION?
- The employer identification number (EIN) of RETIREMENT HOUSING FOUNDATION is 95-2249495.
- Is RETIREMENT HOUSING FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to RETIREMENT HOUSING FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does RETIREMENT HOUSING FOUNDATION 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 RETIREMENT HOUSING FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RETIREMENT HOUSING FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of RETIREMENT HOUSING FOUNDATION?
- The 990 for the year ended September 30, 2025 names STUART HARTMAN.
- Who are the officers and directors of RETIREMENT HOUSING FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 35 people; 17 received compensation from the organization, the highest $693,394 (HARTMAN STUART J, PRESIDENT/CEO).
- How much revenue does RETIREMENT HOUSING FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $54,575,115, expenses of $26,423,077 and total assets of $263,657,580 at year end.
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- CHILDNET YOUTH AND FAMILY SERVICES INC EIN 95-2666942 · last filed 990 for 2025
- STAR VIEW CHILDREN AND FAMILY SERVICES INC EIN 94-3238299 · last filed 990 for 2025
- FOUNDATION PROPERTY MANAGEMENT INC EIN 95-3651050 · last filed 990 for 2025
- THE SCAN FOUNDATION EIN 45-0552845 · last filed 990 for 2024
- INTERVAL HOUSE EIN 95-3389113 · last filed 990 for 2025
- STOCKTON CONGREGATIONAL HOMES PLYMOUTH SQUARE EIN 94-1702821 · last filed 990 for 2024
- LONG BEACH COMMUNITY ACTION PARTNERSHIP EIN 95-3401090 · last filed 990 for 2024