2026-07-14T08:35:51-05:00 2025-12-31 582487348 APRIO ADVISORY GROUP LLC 2185 N CALIFORNIA BLVD SUITE 350 WALNUT CREEK CA 94596 990 2025-01-01 942984887 CONCORD-PLAZA TOWER INC CONC 9259510762 590 LENNON LANE SUITE 110 WALNUT CREEK CA 94598 FRANK FRIBLEY PRESIDENT 9259510762 2026-07-13 1 KEELEY COLLINS P01268851 9252102180 2026-07-08 2025 2025-03-06 01:10:19Z FRANK FRIBLEY 590 LENNON LANE SUITE 110 WALNUT CREEK CA 94598 1346899 0 X N/A X 1985 CA TO PROVIDE ELDERLY PERSONS WITH HOUSING, FACILITIES AND SERVICES ESPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING; AND TO ENGAGE IN ANY OTHER CHARITABLE ACTIVITY. 6 6 0 0 0 0 0 0 1301713 1332367 13835 14532 0 0 1315548 1346899 0 0 0 0 361211 346684 0 0 0 1255234 1213653 1616445 1560337 -300897 -213438 3873892 3977147 5606924 5888263 -1733032 -1911116 TO PROVIDE ELDERLY PERSONS WITH HOUSING, FACILITIES AND SERVICES ESPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING; AND TO ENGAGE IN ANY OTHER CHARITABLE ACTIVITY. 0 0 1480326 1332367 THE CORPORATION WAS ORGANIZED TO DEVELOP, OWN AND OPERATE AN APARTMENT COMPLEX CONSISTING OF 96 RENTAL UNITS FOR LOW-INCOME SENIORS IN CONCORD, CALIFORNIA. 1480326 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 CA X BARCELON ASSOC MGMT CORP 9259510762 590 LENNON LANE WALNUT CREEK CA 94520 X FRANK FRIBLEY PRESIDENT 1.00 1.00 X X 0 0 0 MARILYN WOLLENWEBER VICE PRESIDENT 1.00 1.00 X X 0 0 0 JUDY FISHER SECRETARY 1.00 1.00 X X 0 0 0 WAYNE MATZEN TREASURER 1.00 1.00 X X 0 0 0 CLAUDIA MACIAS MEMBER 1.00 1.00 X 0 0 0 MARISA NEELON MEMBER 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 0 TENANT RENTS 531110 1277317 1277317 MISCELLANEOUS INCOME 531190 55050 55050 1332367 14532 14532 1346899 1332367 0 14532 291345 291345 113 113 32847 32847 22379 22379 69120 69120 2321 2321 10891 10891 22409 22409 20266 20266 739808 739808 317721 317721 570 570 MISCELLANEOUS EXPENSES 17146 17146 WORKERS COMPENSATION 6848 6848 MORTGAGE INSURANCE PREM 6553 6553 1560337 1480326 80011 0 92864 505095 1102797 397682 10043 22161 140472 124308 12257899 9722851 2212889 2535048 314827 392853 3873892 3977147 268288 572863 2510 5262 5237878 5206143 98248 103995 5606924 5888263 X -1733032 -1911116 -1733032 -1911116 3873892 3977147 -213438 35354 0 X 0 1 X 1 1 1 X 200000 463522 663522 1086660 1092980 1232565 1301713 1332367 6046285 1286660 1556502 1232565 1301713 1332367 6709807 0 0 0 6709807 9304 19080 12008 13835 14532 68759 9304 19080 12008 13835 14532 68759 1295964 1575582 1244573 1315548 1346899 6778566 0.98990 0.97950 0.01010 0.00930 X 775070 775070 10603102 8949865 1653237 879727 772986 106741 2535048 TENANT SECURITY DEPOSITS 103995 103995 X 1382253 35354 35354 1346899 0 1346899 1560337 0 1560337 0 1560337 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 ORGANIZATION 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 DECEMBER 31, 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. FORM 990, PART VI, SECTION A, LINE 3 THE PROJECT IS MANAGED BY BARCELON ASSOCIATES MANAGEMENT CORPORATION (BAMC). BAMC 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 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 PRIOR TO PRESENTING TO THE BOARD MEMBER FOR SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. CONCORD HOMES INC 590 LENNON LANE SUITE 110 WALNUT CREEK CA 94598 237071540 LOW-INCOME HOUSING CA 501(C)(3) 7 1ST PRESBYTERIAN CHURCH OF CONCORD 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0