Nonprofit · EIN 95-4706651
HERITAGE HOUSING PARTNERS
Tax-exempt · PASADENA, CA 91103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,918,294 | $5,066,876 | -$1,148,582 | $57,290,971 | $64,231,221 | -$6,940,250 |
| December 31, 2023 | 990 | $43,172,573 | $38,723,135 | $4,449,438 | $43,203,659 | $48,995,327 | -$5,791,668 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $35,350
- Program service revenue
- $3,662,191
- Investment income
- $36,633
- Net rental income
- $175,914
- Other revenue
- $184,120
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $246,379
- Other salaries and wages
- $460,463
- Salaries, compensation and benefits (total)
- $778,895
- Professional fundraising fees
- $0
- Legal fees
- $132,198
- Accounting fees
- $131,141
- Occupancy
- $109,644
- Travel
- $1,770
- Depreciation
- $52,685
- Program services (functional)
- $4,904,823
- Management and general (functional)
- $162,053
Balance sheet and other
- Total assets, start of year
- $43,203,659
- Total assets, end of year
- $57,290,971
- Total liabilities, end of year
- $64,231,221
- Net assets, end of year
- -$6,940,250
- Land, buildings and equipment
- $5,824,615
- Net assets without donor restrictions
- -$6,940,250
- Gross receipts
- $3,918,294
- Employees
- 7
- Volunteers
- 10
- Year formed
- 1998
- 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 |
|---|---|---|---|---|
| CHARLES E LOVEMAN JR | EXECUTIVE DIRECTOR Officer | 50 | $242,179 | $4,200 |
| MARIANNE WILLIAMS | ACCOUNTANT Highest-paid employee | 40 | $117,520 | $4,200 |
| BLAIR MILLER | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| EMILY WARE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PATRICK CRANDALL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MERCEDES MARTIN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT CARPENTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAREN DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANTONIO MANNING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASMIN SHUPPER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANCY SPEARS | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHARLES LOVEMAN | EXECUTIVE DIRECTOR Officer | 40 | $215,157 | $4,200 |
| MARIANNE WILLIAMS | ACCOUNTANT Highest-paid employee | 40 | $102,051 | $4,200 |
| DAVID RODRIGUEZ | PRESIDENT Trustee or director, Officer | 2.5 | $0 | $0 |
| RICHARD BRUCKNER | 1ST VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JOHN MCAUSTIN | 2ND VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KAREN DAVIS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| NANCY SPEARS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT CARPENTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANTONIO MANNING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MERCEDES MARTIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BLAIR MILLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| EMILY WARE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PATRICK CRANDALL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 608 N FAIR OAKS AVE UNIT 126, PASADENA, CA 91103-4802
- In care of
- % CHARLES E LOVEMAN JR
- Principal officer (990 for 2024)
- CHARLES E LOVEMAN JR, 608 NORTH FAIR OAKS AVENUE 126, PASADENA, CA 91103
- Signed the 990
- CHARLES E LOVEMAN JR, EXECUTIVE DIRECTOR
- Phone
- (626) 403-4663
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4706651 or by the name HERITAGE HOUSING PARTNERS.
- 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 PROMOTE HISTORIC PRESERVATION AND NEIGHBORHOOD REVITALIZATION BY DEVELOPING, OWNING, AND OPERATING RENTAL OR FOR SALE LOW-INCOME HOUSING PROPERTY.
Program accomplishments
- THE ORGANIZATION WORKED ON THE PREDEVELOPMENT, REHABILITATION, AND NEW CONSTRUCTION OF OVER 250 UNITS SOLD PRIMARILY TO FIRST TIME LOW TO MODERATE INCOME HOME BUYERS IN PASADENA, CALIFORNIA.Expenses $4,904,823 · revenue $3,838,105
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
- 95-4706651
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L25)
- Assets (IRS master file)
- $57,290,971
- Income (IRS master file)
- $3,918,294
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,918,294 | $5,066,876 | $57,290,971 | XML |
| 990 | December 2023 | $43,172,573 | $38,723,135 | $43,203,659 | XML |
| 990 | December 2022 | $1,790,509 | $2,280,648 | $63,829,840 | 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 95-4706651).
Questions about HERITAGE HOUSING PARTNERS
- What is the EIN of HERITAGE HOUSING PARTNERS?
- The employer identification number (EIN) of HERITAGE HOUSING PARTNERS is 95-4706651.
- Is HERITAGE HOUSING PARTNERS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to HERITAGE HOUSING PARTNERS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE HOUSING PARTNERS 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 HERITAGE HOUSING PARTNERS 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 HERITAGE HOUSING PARTNERS 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 HERITAGE HOUSING PARTNERS?
- The 990 for the year ended December 31, 2024 names CHARLES E LOVEMAN JR.
- Who are the officers and directors of HERITAGE HOUSING PARTNERS?
- The 990 for the year ended December 31, 2024 lists 11 people; 2 received compensation from the organization, the highest $242,179 (CHARLES E LOVEMAN JR, EXECUTIVE DIRECTOR).
- How much revenue does HERITAGE HOUSING PARTNERS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,918,294, expenses of $5,066,876 and total assets of $57,290,971 at year end.
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All nonprofits in PASADENA · California · Housing and shelter