2026-09-08T19:10:25-05:00 2025-06-30 943108253 NOVOGRADAC & COMPANY LLP 601 SW 2ND AVE SUITE 1150 PORTLAND OR 97204 990 2024-07-01 930790440 SPECIALIZED HOUSING INC SPEC 5034699248 4140 SW 109TH AVE BEAVERTON OR 97005 BRIAN MCCARL EXECUTIVE DIRECTOR 5034699248 2026-09-08 1 0 WARREN R SEBRA P01300062 5038212700 2026-07-08 2024 BRIAN MCCARL 4140 SW 109TH AVENUE BEAVERTON OR 97005 6051373 0 X N/A X 1981 OR PROVIDE HOUSING TO LOW-INCOME INDIVIDUALS WITH DISABILITIES. 3 2 3 0 0 0 86038 370157 1042159 1574743 5253150 3063888 0 203044 6381347 5211832 0 0 0 0 686853 937824 0 0 0 846920 1624160 1533773 2561984 4847574 2649848 26794081 33411524 1417839 5340535 25376242 28070989 PROVIDE HOUSING TO LOW-INCOME INDIVIDUALS WITH DISABILITIES. 0 0 1893196 1777787 OWNS AND MANAGES FACILITIES THROUGHOUT OREGON PROVIDING HOUSING SERVICES TO OVER 500 LOW-INCOME INDIVIDUALS WITH DISABILITIES. 1893196 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 17 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 1 0 0 OR X LYDIA WHITAKER 5034699248 4140 SW 109TH AVENUE BEAVERTON OR 970053029 GEORGE WELSH PRESIDENT 1.00 X X 0 0 0 DANIEL ROGERS TREASURER 1.00 X X 0 0 0 BRIAN MCCARL EXEC DIR/SECRETARY 40.00 X X 247189 0 5126 RICHARD HALVORSON MEMBER 1.00 X 0 0 0 CHERYL TWETE MEMBER 1.00 X 0 0 0 KOMI KALEVOR MEMBER 1.00 X 0 0 0 247189 0 5126 1 0 1 0 0 34026 336131 13631 370157 RENTAL INCOME 531110 1035580 1035580 INTEREST INCOME 531390 532800 532800 LOAN ORIGINATION FEES 531539 6363 6363 1574743 139234 139234 338452 3425743 298118 541423 40334 2884320 2924654 2924654 DEVELOPMENT INCOME 531110 174560 174560 INSURANCE RECOVERY 531110 28484 28484 203044 5211832 1777787 0 3063888 252315 136250 116065 557291 231196 326095 60926 60926 67292 67292 151374 101281 50093 88659 56846 31813 609589 609589 21919 7072 14847 47369 47369 391045 391045 63666 62009 1657 DEVELOPMENT EXPENSES 245540 245540 ASSET MANAGEMENT FEE 4999 4999 2561984 1893196 668788 0 3327885 5975999 59512 40068 11987768 12277442 9860 6965 16848852 8852591 2920240 7996261 1510350 1600918 6978466 5513871 26794081 33411524 361028 1005935 948501 4186927 108310 147673 1417839 5340535 X 25376242 28070989 25376242 28070989 26794081 33411524 2649848 44899 0 X 1 X 0 1 0 X 194910 339307 48176 67368 356526 1006287 957396 1018497 1116442 1042159 1777787 5912281 1152306 1357804 1164618 1109527 2134313 6918568 0 0 0 6918568 37973 36077 117529 341425 532800 1065804 37973 36077 117529 341425 532800 1065804 1190279 1393881 1282147 1450952 2667113 7984372 0.86650 0.89530 0.13350 0.08900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2639726 2639726 11161265 8852591 2308674 1679380 1679380 1368481 1368481 7996261 PREDEVELOPMENT COSTS 1340945 DUE FROM AFFILIATE 2708137 CONSTRUCTION IN PROGRESS 1464789 5513871 REPAIRS RESERVE LIABILITY 86638 REFUNDABLE SECURITY DEPOSITS 38808 UNEARNED REVENUE 22227 147673 X PART X, LINE 2: FEDERAL AND STATE TAXES - THE ORGANIZATION HAS BEEN APPORVED AS SEPARATE TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE AND COMPARABLE STATUTES AND DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2024 AND 2023. DUE TO ITS TAX-EXEMPT STATUS, THE ORGANIZATION IS NOT SUBJECT TO INCOME TAXES. ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES ARE THERE ARE NO OTHER TAX POSITIONS WHICH MUST E CONSIDERED FOR DISCLOSURE. THE ORGANIZATION IS REQUIRED TO FILE TAX RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. INCOME TAX RETURNS FILED BY EACH OF THE ENTITIES ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENT TO BEING EXAMINED BY THE IRS, TAX YEARS SINCE 2021 REMAIN OPEN AND SUBJECT TO EXAMINATION. 0 0 0 0 0 0 0 0 0 BRIAN MCCARL EXEC DIR/SECRETARY 247189 0 0 0 0 0 5126 0 0 0 252315 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 REVIEWED BY FISCAL MANAGER AND THEN APPROVED BY BOARD FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS FOR TOP OFFICAL ANNUAL REVIEW OF COMPENSATION PERFORMED BY BOARD FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION UPON REQUEST PINE POINT APARTMENTS LLC 4140 SW 109TH AVENUE BEAVERTON OR 97005 LOW-INCOME HOUSING OR -130035 580956 SPEC HSG I SHI EASTGATE STATION LLC 4140 SW 109TH AVENUE BEAVERTON OR 97005 LOW-INCOME HOUSING OR -404208 8569302 SPEC HSG I SPECIALIZED HOUSING SENIOR SERVICES LLC 4140 SW 109TH AVENUE BEAVERTON OR 97005 LOW-INCOME HOUSING OR 59976 4509176 SPEC HSG I SPECIALIZED HOUSING I INC 4140 SW 109TH AVENUE BEAVERTON OR 97005 LOW-INCOME HOUSING OR 501(C)(3) LINE 7 N/A 0 SPECIALIZED HOUSING II INC 4140 SW 109TH AVENUE BEAVERTON OR 97005 LOW-INCOME HOUSING OR 501(C)(3) LINE 7 N/A 0 SPECIALIZED HOUSING III INC 4140 SW 109TH AVENUE BEAVERTON OR 97005 LOW-INCOME HOUSING OR 501(C)(3) LINE 7 N/A 0 SPECIALIZED HOUSING V INC 4140 SW 109TH AVENUE BEAVERTON OR 97005 LOW-INCOME HOUSING OR 501(C)(3) LINE 7 N/A 0 SPECIALIZED HOUSING VI INC 4140 SW 109TH AVENUE BEAVERTON OR 97005 LOW-INCOME HOUSING OR 501(C)(3) LINE 7 N/A 0 SPECIALIZED HOUSING VII INC 4140 SW 109TH AVENUE BEAVERTON OR 97005 LOW-INCOME HOUSING OR 501(C)(3) LINE 7 N/A 0 SPECIALIZED HOUSING VIII INC 4140 SW 109TH AVENUE BEAVERTON OR 97005 LOW-INCOME HOUSING OR 501(C)(3) LINE 7 N/A 0 FELIDA PARK SENIOR HOUSING LLLP 4140 SW 109 AVENUE BEAVERTON OR 97005 LOW-INCOME HOUSING OR N/A RELATED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0