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Nonprofit · EIN 33-0694603

CARITAS CORPORATION

Tax-exempt · IRVINE, CA 92614

Financials

$26M$25.6M2023$28.2M$27.8M2024
Revenue Expenses · by fiscal year end
Financials of CARITAS CORPORATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$28,197,121$27,787,679$409,442$201,156,031$212,157,128-$11,001,097
December 31, 2023990$26,045,405$25,618,637$426,768$201,334,676$212,745,215-$11,410,539
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$93,877
of which government grants
$35,406
Program service revenue
$26,875,982
Investment income
$642,213
Other revenue
$585,049

Expenses

Grants and similar amounts paid
$170,150
Compensation of officers, directors and key employees
$797,786
Salaries, compensation and benefits (total)
$3,926,038
Professional fundraising fees
$0
Legal fees
$164,368
Accounting fees
$726,875
Occupancy
$16,749,080
Travel
$18,453
Depreciation
$3,299,114
Program services (functional)
$25,014,744
Management and general (functional)
$2,772,935

Balance sheet and other

Total assets, start of year
$201,334,676
Total assets, end of year
$201,156,031
Total liabilities, end of year
$212,157,128
Net assets, end of year
-$11,001,097
Land, buildings and equipment
$171,779,545
Net assets without donor restrictions
-$11,001,097
Gross receipts
$28,197,121
Employees
0
Volunteers
7
Year formed
1996
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
THERESE BEJOTTECHIEF OPERATING OFFICER
Officer
40$237,916$18,203
PENNY SERNACHIEF FINANCIAL OFFICER
Officer
40$163,582$9,695
GABE CHAVEZVP OF DEVELOPMENT
Highest-paid employee
40$148,992$2,128
JOHN WOOLLEYCHIEF INVESTING OFFICER
Officer
40$137,249$220
SAMANTHA MCCULLAGHCHIEF MISSION OFFICER
Officer
40$110,047$1,372
ROBERT R REDWITZCEO & CHAIRMAN OF BOARD
Trustee or director, Officer
8$0$0
CAROL MCDERMOTTBOARD MEMBER
Trustee or director
0$0$0
TOM REDWITZBOARD MEMBER
Trustee or director
0$0$0
CHRISTINE DUNFEYCO-CHAIR & BOARD MEMBER
Trustee or director
0$0$0
TIM CANNONSECRETARY & BOARD MEMBER
Trustee or director
0$0$0
ROBERT THIERGARTNERBOARD MEMBER
Trustee or director
0$0$0
JENNIFER E RIVAVP OF FINANCE
Officer
2$0$0
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensationOther / benefits
THERESE BEJOTTECHIEF OPERATING OFFICER
Officer
40$250,770$3,304
JOHN WOOLLEYCHIEF INVESTING OFFICER
Officer
40$193,017$0
PENNY SERNACHIEF FINANCIAL OFFICER
Officer
40$171,445$2,337
GABE CHAVEZVP OF DEVELOPMENT
Highest-paid employee
40$151,168$2,128
SAMANTHA MCCULLAGHCHIEF MISSION OFFICER
Officer
40$85,331$0
ROBERT R REDWITZCEO & CHAIRMAN OF BOARD
Trustee or director, Officer
8$0$0
CAROL MCDERMOTTBOARD MEMBER
Trustee or director
0$0$0
TOM REDWITZBOARD MEMBER
Trustee or director
0$0$0
CHRISTINE DUNFEYBOARD MEMBER
Trustee or director
0$0$0
TIM CANNONBOARD MEMBER
Trustee or director
0$0$0
JOHN MARKELBOARD MEMBER
Trustee or director
0$0$0
ROBERT THIERGARTNERBOARD MEMBER
Trustee or director
0$0$0
JENNIFER E RIVAVP OF FINANCE
Officer
2$0$0

Address and contacts

Address (IRS master file)
3 PARK PLZ STE 1700, IRVINE, CA 92614-8540
Principal officer (990 for 2024)
JENNIFER RIVA, 3 PARK PLAZA SUITE 1700, IRVINE, CA 92614
Signed the 990
JENNIFER RIVA, VP FINANCE
Phone
(949) 727-0568
Return prepared by
REDWITZ INC

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0694603 or by the name CARITAS CORPORATION.

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

Mission

THE CARITAS CORPORATION IS A NONPROFIT ORGANIZATION WHOSE GOAL IS TO PROVIDE AND MAINTAIN QUALITY, AFFORDABLE HOUSING THROUGH THE ACQUISITION OF MOBILE HOME PARKS, ACQUISITION OF APARTMENT BUILDINGS AND THE DEVELOPMENT OF AFFORDABLE HOUSING COMMUNITIES . WITH THE INCREASING NUMBER OF HOUSEHOLDS ON FIXED OR LIMITED INCOMES AND WITH THE SCARCITY OF RELIABLE, LONG-TERM, REASONABLY PRICED HOUSING, CARITAS ENDEAVORS TO CREATE VIBRANT COMMUNITIES WHERE QUALITY OF LIFE, RESIDENT INVOLVEMENT, AND CARING ARE PRIORITIES.

990 for the year ended December 31, 2024

Program accomplishments

  • SUPPORT FOR THE PURPOSE OF SUPERVISING AND ASSISTING ONE AFFILIATED CORPORATION THAT OWNS AND MAINTAINS AFFORDABLE HOUSING PROJECTS (MOBILE HOME PARKS AND AN APARTMENT BUILDING). ADDITIONALLY, THE CARITAS CORPORATION'S EXEMPT PURPOSE ACHIEVEMENTS INCLUDE THE PURCHASE AND OPERATION OF AFFORDABLE HOUSING PROJECTS LOCATED IN THE CALIFORNIA CITIES OF DANA POINT, FRESNO, GARDEN GROVE, LANCASTER, NEWCASTLE, OCEANO, PALMDALE, SAN MARCOS, VACAVILLE, SANTA MONICA, YUCAIPA, INDIO, THERMAL, NAPA VALLEY, AND CHATSWORTH, WHICH HAVE AN UNFULFILLED STATUTORY OBLIGATION TO PROVIDE AFFORDABLE HOUSING. THERE ARE A TOTAL OF 17 APARTMENTS AVAILABLE FOR RENT IN THE CITY OF DANA POINT AS SUPPORTIVE HOUSING FOR THE HOMELESS AND DISABLED, 233 MOBILE HOME SPACES IN THE CITY OF FRESNO, 254 MOBILE HOME SPACES IN THE CITY OF GARDEN GROVE, 308 SPACES IN THE CITY OF LANCASTER, 203 MOBILE HOME SPACES IN THE CITY OF NEWCASTLE, 120 MOBILE HOME SPACES IN THE CITY OF OCEANO, 298 MOBILE HOME SPACES IN THE CITY OF PALMDALE, 150 SPACES IN THE CITY OF SAN MARCOS, 153 MOBILE HOME SPACES IN THE CITY OF VACAVILLE, 105 MOBILE HOMES SPACES IN THE CITY OF SANTA MONICA, 217 MOBILE HOME SPACES IN THE CITY OF YUCAIPA, 185 MOBILE HOME SPACES IN THE CITY OF INDIO AND 35 MOBILE HOME SPACES IN THE CITY OF THERMAL. THERE ARE 7 AFFORDABLE HOUSING PROJECTS LOCATED IN OREGON CITIES OF HUBBARD, HAPPY VALLEY, AND WOODBURN. THERE ARE 121 MOBILE HOME SPACES IN THE CITY OF WOODBURN, 105 MOBILE HOME SPACES IN THE CITY OF HUBBARD, AND 68 MOBILE HOME SPACES IN THE CITY OF HAPPY VALLEY. THERE IS AN AFFORDABLE HOUSING APARTMENT COMPLEX WITH 20 UNITS IN NAPA VALLEY. THERE ARE A TOTAL OF 198 MOBILE HOME SPACES AVAILABLE IN THE CITY OF CHATSWORTH.
    Expenses $25,014,744 · grants $170,150 · revenue $27,461,031

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
33-0694603
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
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$201,156,031
Income (IRS master file)
$28,197,121

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$28,197,121$27,787,679$201,156,031IRS
990December 2023$26,045,405$25,618,637$201,334,676XML
990December 2022$25,570,510$26,051,236$173,667,410IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––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 33-0694603).

Questions about CARITAS CORPORATION

What is the EIN of CARITAS CORPORATION?
The employer identification number (EIN) of CARITAS CORPORATION is 33-0694603.
Is CARITAS CORPORATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to CARITAS CORPORATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CARITAS CORPORATION 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 CARITAS CORPORATION 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 CARITAS CORPORATION 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 CARITAS CORPORATION?
The 990 for the year ended December 31, 2024 names JENNIFER RIVA.
Who are the officers and directors of CARITAS CORPORATION?
The 990 for the year ended December 31, 2024 lists 12 people; 5 received compensation from the organization, the highest $237,916 (THERESE BEJOTTE, CHIEF OPERATING OFFICER).
How much revenue does CARITAS CORPORATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $28,197,121, expenses of $27,787,679 and total assets of $201,156,031 at year end.

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