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Nonprofit · EIN 33-0616121

AFFORDABLE HOUSING ALLIANCE II INC

Tax-exempt · IRVINE, CA 92618

Financials

$7M$2.4M2023$2.6M$1.7M2024
Revenue Expenses · by fiscal year end
Financials of AFFORDABLE HOUSING ALLIANCE II INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,562,301$1,727,382$834,919$16,942,680$8,241,033$8,701,647
December 31, 2023990$6,997,061$2,361,843$4,635,218$15,700,441$11,963,865$3,736,576
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$120,000
of which government grants
$120,000
Program service revenue
$1,996,651
Investment income
$439,956
Other revenue
$5,694

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$440,087
Other salaries and wages
$276,034
Salaries, compensation and benefits (total)
$790,317
Professional fundraising fees
$0
Legal fees
$21,210
Accounting fees
$49,573
Travel
$15,835
Program services (functional)
$1,489,229
Management and general (functional)
$238,153

Balance sheet and other

Total assets, start of year
$15,700,441
Total assets, end of year
$16,942,680
Total liabilities, end of year
$8,241,033
Net assets, end of year
$8,701,647
Land, buildings and equipment
$19,775
Net assets without donor restrictions
$8,701,647
Gross receipts
$2,562,301
Employees
8
Volunteers
4
Year formed
1993
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.

NameTitleHours / weekCompensationOther / benefits
PAUL CARROLLCHIEF OPERATING OFFICER
Officer
40$157,987$5,500
PHILIP WOODPRESIDENT AND DIRECTOR
Trustee or director, Officer
40$124,375$4,282
ANJELA PONCEEX VICE PRESIDENT AND DIRECTOR
Trustee or director, Officer
40$78,816$2,498
DAWN ALLENSECRETARY/TREASURER
Trustee or director, Officer
30$46,950$1,575
DEANNE CECILDIRECTOR OF WELFARE EXEMPTION
Trustee or director
30$31,959$959
CHARLES PACKARDDIRECTOR
Trustee or director
1$0$0
KATHLEEN GRAVESDIRECTOR
Trustee or director
1$0$0
TERI WARDDIRECTOR
Trustee or director
1$0$0
SCOTT WHITMOREDIRECTOR
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensationOther / benefits
PHILIP WOODPRESIDENT AND DIRECTOR
Trustee or director, Officer
40$297,604$41,523
ANJELA PONCEEXECUTIVE VP AND DIRECTOR
Trustee or director, Officer
40$303,604$9,090
PAUL CARROLLCHIEF OPERATING OFFICER
Officer
40$214,120$42,694
GARY PONCEDIRECTOR OF ASSET MANAGEMENT
Highest-paid employee
40$145,610$17,335
DEANNE CECILDIRECTOR OF RESIDENT SERVICES AND WELFARE EXEMPTIO
Trustee or director
40$22,605$0
DAWN ALLENSECRETARY/TREASURER
Trustee or director
1$0$0
CHUCK PACKARDBOARD MEMBER
Trustee or director
1$0$0
JOANNA MARTINDALEBOARD MEMBER (TERM 07/2023)
Trustee or director
1$0$0
KATHLEEN GRAVESBOARD MEMBER (START 11/2023)
Trustee or director
1$0$0
SCOTT WHITMOREBOARD MEMBER
Trustee or director
1$0$0
TERI WARDBOARD MEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
530 TECHNOLOGY DR STE 100, IRVINE, CA 92618-1350
Principal officer (990 for 2024)
PHILIP WOOD, PO BOX 52078, IRVINE, CA 926192078
Signed the 990
PHILIP WOOD, PRESIDENT
Phone
(949) 727-3656
Return prepared by
BAKER TILLY ADVISORY GROUP LP

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0616121 or by the name AFFORDABLE HOUSING ALLIANCE II INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO CREATE SAFE, COMFORTABLE, HIGH-QUALITY, AFFORDABLE HOMES FOR VERY-LOW TO MODERATE-INCOME PEOPLE THROUGH ACQUISITION, CONSTRUCTION AND OPERATION OF AFFORDABLE SENIOR AND MULTI-FAMILY HOUSING.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE SAFE AND AFFORDABLE HOUSING TO LOW INCOME FAMILIES AND SENIOR CITIZENS.
    Expenses $1,489,229 · revenue $1,996,651

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
33-0616121
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2009
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$16,942,680
Income (IRS master file)
$2,562,301

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,562,301$1,727,382$16,942,680XML
990December 2023$6,997,061$2,361,843$15,700,441XML
990December 2022$2,936,081$2,333,012$9,852,292IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 33-0616121).

Questions about AFFORDABLE HOUSING ALLIANCE II INC

What is the EIN of AFFORDABLE HOUSING ALLIANCE II INC?
The employer identification number (EIN) of AFFORDABLE HOUSING ALLIANCE II INC is 33-0616121.
Is AFFORDABLE HOUSING ALLIANCE II INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to AFFORDABLE HOUSING ALLIANCE II INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does AFFORDABLE HOUSING ALLIANCE II INC 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 AFFORDABLE HOUSING ALLIANCE II INC 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 AFFORDABLE HOUSING ALLIANCE II INC 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 AFFORDABLE HOUSING ALLIANCE II INC?
The 990 for the year ended December 31, 2024 names PHILIP WOOD.
Who are the officers and directors of AFFORDABLE HOUSING ALLIANCE II INC?
The 990 for the year ended December 31, 2024 lists 9 people; 5 received compensation from the organization, the highest $157,987 (PAUL CARROLL, CHIEF OPERATING OFFICER).
How much revenue does AFFORDABLE HOUSING ALLIANCE II INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,562,301, expenses of $1,727,382 and total assets of $16,942,680 at year end.

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