2026-06-26T14:26:02-05:00 2025-09-30 582487348 APRIO ADVISORY GROUP LLC 2185 N CALIFORNIA BLVD SUITE 350 WALNUT CREEK CA 94596 990 2024-10-01 200601087 CASA MONTEGO II INC CASA 5106470700 1835 ALCATRAZ AVENUE BERKELEY CA 94703 SUSAN FRIEDLAND CEO 5106470700 2026-06-25 1 1 KEELEY COLLINS P01268851 9252102180 2026-06-24 2024 2025-03-06 01:10:19Z SMITHA SESHADRI 1835 ALCATRAZ AVENUE BERKELEY CA 94703 504469 0 X WWW.SAHAHOMES.ORG X 2003 CA TO PROVIDE LOW-INCOME ELDERLY PERSONS AND HANDICAPPED PERSONS WITH AFFORDABLE HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING ON A NONPROFIT BASIS. 13 13 0 0 0 0 336605 355930 127884 126403 22155 22136 0 0 486644 504469 0 0 0 0 122373 125623 0 0 0 516611 557114 638984 682737 -152340 -178268 5583085 5446587 9115784 9157554 -3532699 -3710967 X TO PROVIDE LOW-INCOME ELDERLY PERSONS AND HANDICAPPED PERSONS WITH AFFORDABLE HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING ON A NONPROFIT BASIS. 0 0 612943 126403 THE CORPORATION WAS ORGANIZED TO PROVIDE RENTAL HOUSING FOR LOW AND MODERATE-INCOME ELDERLY PERSONS. IT OWNS AND OPERATES AN AFFORDABLE HOUSING PROJECT CONSISTING OF A TOTAL OF 33 RENTAL UNITS FOR LOW INCOME SENIORS IN WALNUT CREEK, CALIFORNIA. THE PROJECT IS REGULATED BY HUD AS TO RENT CHARGES, OPERATING METHODS AND OTHER MATTERS UNDER SECTION 202 OF THE NATIONAL AFFORDABLE HOUSING ACT. 612943 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X SAHA PROPERTY MANAGEMENT 5106470700 1835 ALCATRAZ AVE BERKELEY CA 94703 RAULY BUTLER VICE CHAIR 0.10 1.00 X X 0 0 0 SMITHA SESHADRI CHAIRPERSON 0.10 1.00 X X 0 0 0 MIKE JACOB SECRETARY 0.10 1.00 X X 0 0 0 SCOTT SMITH TREASURER 0.10 1.00 X X 0 0 0 ANTHONY BARRON MEMBER 0.10 1.00 X 0 0 0 GREG CHIN MEMBER 0.10 1.00 X 0 0 0 SAGE B FOSTER MEMBER 0.10 1.00 X 0 0 0 DAVID GREENSFELDER MEMBER 0.10 1.00 X 0 0 0 KAREN JOCOBS MEMBER 0.10 1.00 X 0 0 0 JOY MOORE MEMBER 0.10 1.00 X 0 0 0 JAMES REILLY MEMBER 0.10 1.00 X 0 0 0 RON RIDLEY MEMBER 0.10 1.00 X 0 0 0 JACEE SANTOS MEMBER 0.10 1.00 X 0 0 0 SUSAN FRIEDLAND CEO 0.10 40.00 X 0 347267 38460 JOSE SANCHEZ VP OF FINANCE 0.10 40.00 X 0 200118 45402 0 547385 83862 0 0 1 0 0 355930 355930 RENTAL REVENUE 531110 126403 126403 126403 22136 22136 504469 126403 0 22136 97118 97118 3156 3156 17909 17909 7440 7440 53496 53496 81 81 16298 16298 3906 3906 12788 12788 6317 6317 268266 268266 402 402 346 346 181345 181345 1548 1548 MISC. ADMIN EXPENSES 5736 5736 WORKERS COMPENSATION 3803 3803 TENANT SERVICE EXPENSES 2662 2662 MISC. TAXES AND LICENSE 120 120 682737 612943 69794 0 99071 80692 466287 527495 13066 15084 7916293 3092977 5004661 4823316 5583085 5446587 1396067 1434386 88 48 7694556 7694556 25073 28564 9115784 9157554 X -3532699 -3710967 -3532699 -3710967 5583085 5446587 -178268 0 X 0 1 X 1 1 1 X 237312 292426 322365 336605 355930 1544638 237312 292426 322365 336605 355930 1544638 1544638 1536 407 7889 22155 22136 54123 1598761 580059 0.96610 0.97600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 610638 610638 7223100 3010422 4212678 82555 82555 0 4823316 TENANT SECURITY DEPOSITS 7879 PAYABLE TO AFFILIATE 20685 28564 X 504469 0 504469 0 504469 682737 0 682737 0 682737 PART X, LINE 2: THE CORPORATION HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER CODE SECTION 501(C)(3) AND BY THE CALIFORNIA FRANCHISE TAX BOARD UNDER CODE SECTION 23701(D). THE CORPORATION BELIEVES THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FEDERAL AND STATE INFORMATION RETURNS FOR THE YEARS ENDING SEPTEMBER 30, 2024, 2023, 2022, AND 2021 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR THE FEDERAL AND STATE RETURNS, RESPECTIVELY. 0 0 0 0 0 0 0 0 0 SUSAN FRIEDLAND CEO 0 346767 0 500 0 0 0 13760 0 24700 0 385727 0 0 JOSE SANCHEZ VP OF FINANCE 0 196618 0 3500 0 0 0 8540 0 36862 0 245520 0 0 PART I, LINE 3 BOARD OR COMPENSATION COMMITTEE'S APPROVAL IS REQUIRED TO ESTABLISH COMPENSATION OF RELATED ORGANIZATION'S CEO/CFO, OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 3 THE PROJECT IS MANAGED BY SATELLITE AFFORDABLE HOUSING ASSOCIATES PROPERTY MANAGEMENT (SAHA PM), A NONPROFIT PUBLIC BENEFIT CORPORATION RELATED TO THE CORPORATION BY COMMON MEMBERS OF THE BOARD OF DIRECTORS AND/OR THE POWER TO APPOINT DIRECTORS. SAHA PM IS RESPONSIBLE FOR THE DAY TO DAY OPERATIONS OF THE LOW INCOME HOUSING PROJECT, INCLUDING MAINTENANCE OF ACCOUNTING RECORDS, RENT COLLECTION, FACILITY MAINTENANCE, ETC. FORM 990, PART VI, SECTION A, LINE 7A THE INITIAL MEMBERS OF THE BOARD OF DIRECTORS AND ALL SUBSEQUENT DIRECTORS SHALL BE APPOINTED BY THE DIRECTORS OF SATELLITE AFFORDABLE HOUSING ASSOCIATES PROPERTY MANAGEMENT, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION RELATED TO THE CORPORATION BY COMMON MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND SIGNED BY THE CHIEF EXECUTIVE OFFICER OF SATELLITE AFFORDABLE HOUSING ASSOCIATES, A RELATED CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, A CONFLICT OF INTEREST DISCLOSURE FORM IS DISTRIBUTED TO EACH BOARD MEMBER TO COMPLETE AND SIGN. THESE ARE REVIEWED FOR ANY CONFLICTS OF INTEREST AND ARE KEPT ON FILE. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A EXPLANATION - THE CORPORATION DOES NOT PAY COMPENSATION, EITHER AS AN EMPLOYEE OR INDEPENDENT CONTRACTOR, TO ANY OFFICER OR MEMBER OF MANAGMENT. THE ORGANIZATION HAS NO COMPENSATED EMPLOYEES. THE CORPORATION'S CEO AND VP OF FINANCE ARE COMPENSATED EMPLOYEES OF SATELLITE AFFORDABLE HOUSING ASSOCIATES (SAHA), A RELATED CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. THEIR SALARIES FROM SAHA ARE SUBJECT TO ANNUAL REVIEW BY SAHA'S BOARD OF DIRECTORS AND THE BOARD DETERMINES THE SALARIES. LINE 15B EXPLANATION - THE CORPORATION DOES NOT PAY COMPENSATION, EITHER AS AN EMPLOYEE OR INDEPENDENT CONTRACTOR, TO ANY OFFICER OR MEMBER OF MANAGMENT. THE ORGANIZATION HAS NO COMPENSATED EMPLOYEES. THE CORPORATION'S CEO AND VP OF FINANCE ARE COMPENSATED EMPLOYEES OF SATELLITE AFFORDABLE HOUSING ASSOCIATES (SAHA), A RELATED CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. THEIR SALARIES FROM SAHA ARE SUBJECT TO ANNUAL REVIEW BY SAHA'S BOARD OF DIRECTORS AND THE BOARD DETERMINES THE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST SATELLITE SENIOR HOMES INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 946130795 LOW-INCOME HOUSING CA 501(C)(3) 7 SAHA PROPERTY MANAGEMENT INC 0 SATELLITE SENIOR HOMES-NEWARK GARDNS II 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943168802 LOW-INCOME HOUSING CA 501(C)(3) 7 SATELLITE SENIOR HOMES INC 0 SATELLITE SENIOR HOMES III INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 942835291 LOW-INCOME HOUSING CA 501(C)(3) 7 SAHA PROPERTY MANAGEMENT INC 0 SATELLITE SENIOR HOMES II INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 942598866 LOW-INCOME HOUSING CA 501(C)(3) 7 SAHA PROPERTY MANAGEMENT INC 0 SATELLITE SENIOR HOMES IV INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 942914787 LOW-INCOME HOUSING CA 501(C)(3) 7 SATELLITE AFFORDABLE HOUSING ASSOCIATES 0 SATELLITE AFFORDABLE HOUSING ASSOCIATES 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943186770 LOW-INCOME HOUSING DEVELOPMENT CA 501(C)(3) 7 N/A 0 SATELLITE COMMUNITIES INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 273492839 LOW-INCOME HOUSING CA 501(C)(3) 12A SATELLITE AFFORDABLE HOUSING ASSOCIATES 0 HOOKSTON SENIOR HOMES INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943312528 LOW-INCOME HOUSING CA 501(C)(3) 12A SATELLITE AFFORDABLE HOUSING ASSOCIATES 0 SAHA PROPERTY MANAGEMENT INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943031375 LOW-INCOME HOUSING PROPERTY MGMT CA 501(C)(3) 12A SATELLITE AFFORDABLE HOUSING ASSOCIATES 0 SATELLITE AHA DEVELOPMENT INC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 943248729 LOW-INCOME HOUSING CA 501(C)(3) 12A SATELLITE AFFORDABLE HOUSING ASSOCIATES 0 SATELLITE FIRST COMMUNITIES LLC 1835 ALCATRAZ AVENUE BERKELEY CA 94703 453935749 LOW-INCOME HOUSING CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0