2025-10-29T13:09:02-05:00 2024-12-31 582487348 APRIO ADVISORY GROUP LLC 2185 N CALIFORNIA BLVD SUITE 350 WALNUT CREEK CA 94596 990 2024-01-01 680300447 575 VALLEJO STREET INC 575V 7077622336 625 ACACIA LANE SANTA ROSA CA 95409 JENNIFER LITWAK CEO/PRESIDENT 7077622336 2025-10-29 1 1 JAMES W GODBEE JR P00346450 9252102180 2025-10-24 2024 2025-03-06 01:10:19Z SEAN PRYDEN 625 ACACIA LANE SANTA ROSA CA 95409 337729 0 X N/A X 1993 CA TO PROVIDE LOW-INCOME HOUSING 10 10 0 0 0 0 4506 4514 216039 333132 2 83 0 0 220547 337729 0 0 0 0 0 0 0 0 0 36730 57689 36730 57689 183817 280040 35962 39087 4232351 3955436 -4196389 -3916349 TO PROVIDE LOW-INCOME HOUSING 0 0 57689 333132 THE ORGANIZATION SERVES AS A GENERAL PARTNER FOR TWO LIMITED PARTNERSHIPS WHICH PROVIDE 85 UNITS OF LOW-INCOME HOUSING TO LOW-INCOME SENIORS IN PETALUMA, CA. 57689 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 1 1 0 0 0 1 0 1 0 0 0 1 1 1 0 0 1 1 0 0 CA X PEP HOUSING 7077622336 625 ACACIA LANE SANTA ROSA CA 95409 SEAN PRYDEN VICE CHAIR 0.10 1.50 X X 0 0 0 HARRY COFFEY CHAIRPERSON 0.10 1.50 X X 0 0 0 DON ROSS TREASURER 0.10 1.50 X X 0 0 0 BEN PRYDEN SECRETARY 0.10 1.50 X X 0 0 0 ANNA ROSE DIRECTOR 0.10 1.50 X 0 0 0 JOSEPH TINNEY DIRECTOR 0.10 1.50 X 0 0 0 ROY MARTINEZ DIRECTOR 0.10 1.50 X 0 0 0 JEFFREY MAYNE DIRECTOR 0.10 1.50 X 0 0 0 JIM RYAN DIRECTOR 0.10 1.50 X 0 0 0 MATTHEW HAAS DIRECTOR 0.10 1.50 X 0 0 0 JENNIFER LITWAK CEO/PRESIDENT 0.10 40.00 X 0 279268 21322 KARIN ANDERSON DIR OF FINANCE 0.10 40.00 X 0 148834 16247 0 428102 37569 0 0 1 0 0 4514 4514 ALLOCABLE SHARE PS REN 531110 296569 296569 PARTNERSHIP MGMT FEES 531110 36563 36563 333132 83 83 337729 333132 0 83 20000 20000 975 975 PARTNERSHIP MGMT FEES 36563 36563 BANK SERVICE CHARGE 76 76 MISCELLANEOUS TAXES & L 75 75 57689 57689 0 0 27 2524 35935 36563 35962 39087 4232351 3955436 4232351 3955436 X -4196389 -3916349 -4196389 -3916349 35962 39087 280040 0 X 0 1 X 1 0 X 1479 1295 1811 4506 4514 13605 21650 32579 37934 215887 332980 641030 23129 33874 39745 220393 337494 654635 0 14156 19891 25173 25783 45142 130145 14156 19891 25173 25783 45142 130145 524490 9 4 2 2 83 100 9 4 2 2 83 100 23138 33878 39747 220395 337577 654735 0.80110 0.69430 0.00020 0.00010 X 0 PARTNERSHIP MGMT FEES RECEIVABLE 36563 36563 INVESTMENT IN PS - NEGATIVE CAP ACCT 3855183 A/P - PEP 54336 PARTNERSHIP MGMT FEES PAYABLE 36563 A/P - 575 VALLEJO ST ASSOC. 9354 3955436 X PART X, LINE 2: PEP AND OTHER NOT-FOR PROFIT CORPORATIONS HAVE BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE, UNDER CODE SECTION 501 (C) (3), AND THE CALIFORNIA FRANCHISE TAX BOARD UNDER THE REVENUE AND TAXATION CODE SECTION 23701(D). THE INCOME OR LOSS FROM THE PARTNERSHIPS IS REPORTED BY THE PARTNERS ON THEIR TAX RETURNS. NO INCOME TAX PROVISION HAS BEEN INCLUDED IN THE COMBINED FINANCIAL STATEMENTS FOR THE SINGLE MEMBER LIMITED COMPANIES WHICH ARE GENERALLY CONSIDERED DISREGARDED ENTITIES. THE INCOME AND LOSS OF THE LLCS IS INCLUDED IN THE TAX RETURNS OF THEIR RESPECTIVE SOLE MEMBERS. ONLY THE ANNUAL CALIFORNIA LIMITED LIABILITY COMPANY MINIMUM TAX AND THE ANNUAL FEE APPEAR AS EXPENSE IN THE COMBINED FINANCIAL STATEMENTS. PEP AND AFFILIATES BELIEVE THAT THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PEP AND AFFILIATES' FEDERAL AND STATE INCOME TAX AND INFORMATION RETURNS FOR THE YEARS 2020 THROUGH 2023 ARE SUBJECT TO EXAMINATION BY THE REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. 0 0 0 0 0 0 0 0 0 JENNIFER LITWAK CEO/PRESIDENT 0 254268 0 25000 0 0 0 11208 0 10114 0 300590 0 0 KARIN ANDERSON DIR OF FINANCE 0 140701 0 8133 0 0 0 6133 0 10114 0 165081 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS REVIEWS COMPARABLE DATA AND DETERMINES THE CEO/EXECUTIVE DIRECTOR'S COMPENSATION. FORM 990, PART VI, SECTION A, LINE 2 SEAN PRYDEN AND BEN PRYDEN - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION IS MANAGED BY PEP HOUSING (PEP), A NONPROFIT PUBLIC BENEFIT CORPORATION RELATED TO THE CORPORATION BY COMMON MEMBERS OF THE BOARD OF DIRECTORS AND/OR THE POWER TO APPOINT DIRECTORS. PEP IS RESPONSIBLE FOR THE DAY TO DAY OPERATIONS OF THE ORGANIZATION INCLUDING MAINTENANCE OF ACCOUNTING RECORDS. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE APPOINTED ANNUALLY BY PEP HOUSING, A RELATED ENTITY. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO SUBCOMMITTEES OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE MANAGEMENT AGENT REVIEWS THE FORM 990 BEFORE IT IS PRESENTED TO AN OFFICER FOR SIGNATURE. FORM 990, PART VI, SECTION B, LINE 15A LINE 15A EXPLANATION - THE CHIEF EXECUTIVE OFFICER/PRESIDENT AND DIRECTOR OF FINANCE OF A RELATED CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION ARE OFFICERS OF THIS CORPORATION. AS CHIEF EXECUTIVE OFFICER/PRESIDENT AND DIRECTOR OF FINANCE, THEY ARE COMPENSATED EMPLOYEES OF THAT RELATED ENTITY. THE BOARD OF DIRECTORS OF THE RELATED ENTITY REVIEWS COMPARABLE COMPENSATION DATA AND DETERMINES THEIR COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE SENT BY EITHER MAIL OR EMAIL IN RESPONSE TO REQUESTS. PEP HOUSING 625 ACACIA LANE SANTA ROSA CA 95409 942565270 LOW-INCOME HOUSING CA 501(C)(3) 7 N/A 0 CAULFIELD LANE SENIOR HOUSING INC 625 ACACIA LANE SANTA ROSA CA 95409 680253852 LOW-INCOME HOUSING CA 501(C)(3) 10 PEP HOUSING 0 RICHARD S LIEB SENIOR APARTMENTS INC 625 ACACIA LANE SANTA ROSA CA 95409 710928528 LOW-INCOME HOUSING CA 501(C)(3) 7 PEP HOUSING 0 EDITH STREET APARTMENTS INC 625 ACACIA LANE SANTA ROSA CA 95409 943325633 LOW-INCOME HOUSING CA 501(C)(3) 7 PEP HOUSING 0 575 VALLEJO STREET ASSOCIATES 625 ACACIA LANE SANTA ROSA CA 95409 680300444 LOW-INCOME HOUSING CA 68-0300447 RELATED 2347 1 1 0.01000 579 VALLEJO STREET ASSOCIATES 625 ACACIA LANE SANTA ROSA CA 95409 680391342 LOW-INCOME HOUSING CA 68-0300447 RELATED 21602 1 1 0.00010 CASA GRANDE SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 020793145 LOW-INCOME HOUSING CA PEP HOUSING 0 0 ACACIA LANE SENIOR APARTMENTS 625 ACACIA LANE SANTA ROSA CA 95409 264729865 LOW-INCOME HOUSING CA PEP HOUSING 0 0 TOUSSIN SENIOR APARTMENTS 625 ACACIA LANE SANTA ROSA CA 95409 271386487 LOW-INCOME HOUSING CA PEP HOUSING 0 0 KELLGREN SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 454320218 LOW-INCOME HOUSING CA PEP HOUSING 0 0 ORANGE TREE SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 454320160 LOW-INCOME HOUSING CA PEP HOUSING 0 0 SUN HOUSE SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 811017231 LOW-INCOME HOUSING CA PEP HOUSING 0 0 PONY EXPRESS SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 831065901 LOW-INCOME HOUSING CA PEP HOUSING 0 0 RIVER CITY SENIOR APARTMENTS LP 625 ACACIA LANE SANTA ROSA CA 95409 825501768 LOW-INCOME HOUSING CA PEP HOUSING 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 PART III - PARTNERSHIP FULL NAME, ADDRESS, FEIN 575 VALLEJO STREET ASSOCIATES 68-0300444 625 ACACIA LANE SANTA ROSA, CA 95409 579 VALLEJO STREET ASSOCIATES 68-0391342 625 ACACIA LANE SANTA ROSA, CA 95409 CASA GRANDE SENIOR APARTMENTS, LP 02-0793145 625 ACACIA LANE SANTAROSA, CA 95409 ACACIA LANE SENIOR APARTMENTS 26-4729865 625 ACACIA LANE SANTA ROSA, CA 95409 TOUSSIN SENIOR APARTMENTS 27-1386487 625 ACACIA LANE SANTA ROSA, CA 95409 KELLGREN SENIOR APARTMENTS, LP 45-4320218 625 ACACIA LANE SANTA ROSA, CA 95409 ORANGE TREE SENIOR APARTMENTS, LP 45-4320160 625 ACACIA LANE SANTA ROSA, CA 95409 SUN HOUSE SENIOR APARTMENTS, LP 81-1017231 625 ACACIA LANE SANTA ROSA, CA 95409 PONY EXPRESS SENIOR APARTMENTS, LP 83-1065901 625 ACACIA LANE SANTA ROSA, CA 95409 RIVER CITY SENIOR APARTMENTS, LP 82-5501768 625 ACACIA LANE SANTA ROSA, CA 95409