Nonprofit · EIN 77-0359848
CHARITIES HOUSING DEVELOPMENT CORP OF SANTA CLARA COUNTY
Tax-exempt · SAN JOSE, CA 95126
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $14,335,869 | $12,980,829 | $1,355,040 | $199,554,247 | $115,971,249 | $83,582,998 |
| December 31, 2024 | 990 | $12,925,544 | $11,420,794 | $1,504,750 | $190,896,958 | $105,969,491 | $84,927,467 |
| December 31, 2023 | 990 | $19,074,775 | $9,137,408 | $9,937,367 | $189,452,412 | $106,175,313 | $83,277,099 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,551,906
- of which government grants
- $1,936,906
- Program service revenue
- $10,272,445
- Investment income
- $1,292,481
- Net rental income
- $215,775
- Other revenue
- $219,037
Expenses
- Grants and similar amounts paid
- $82,768
- Compensation of officers, directors and key employees
- $1,688,023
- Other salaries and wages
- $3,992,574
- Salaries, compensation and benefits (total)
- $6,653,465
- Professional fundraising fees
- $0
- Legal fees
- $49,688
- Accounting fees
- $223,085
- Occupancy
- $588,333
- Depreciation
- $1,485,667
- Program services (functional)
- $10,139,025
- Management and general (functional)
- $2,841,804
Balance sheet and other
- Total assets, start of year
- $190,896,958
- Total assets, end of year
- $199,554,247
- Total liabilities, end of year
- $115,971,249
- Net assets, end of year
- $83,582,998
- Land, buildings and equipment
- $36,186,445
- Net assets without donor restrictions
- $83,582,998
- Gross receipts
- $14,377,536
- Employees
- 107
- Volunteers
- 9
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DON TAYLOR | PRESIDENT Trustee or director, Officer | 1 | $0 | $300,000 | $52,000 |
| MARK MIKL | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $262,775 | $0 | $36,345 |
| LISA CALDWELL | ASST. SECRETARY/DIR. OF PR Officer | 40 | $246,824 | $0 | $37,665 |
| KATHLEEN ROBINSON | DEPUTY EXECUTIVE DIRECTOR Key employee | 40 | $264,515 | $0 | $14,193 |
| MARVEL ANG | DIR. OF HOUSING DEV. Key employee | 40 | $256,886 | $0 | $13,711 |
| TERRI FUKUDA | DIR. OF LEGAL TAX AND RISK MGMT Officer | 40 | $197,980 | $0 | $28,520 |
| YUHUI LI | DIR. OF ASSET MGMT Highest-paid employee | 40 | $194,607 | $0 | $10,841 |
| ANDREW LIEF | SR. PROJECT MANAGER Highest-paid employee | 40 | $162,446 | $0 | $39,923 |
| LARISA TROCHE | ASSOC. DIR. OF PROPERTY MA Highest-paid employee | 40 | $168,105 | $0 | $34,049 |
| SHILIANG GUAN | CONTROLLER Officer | 40 | $154,957 | $0 | $29,470 |
| MARIA OCHOA | SR. HR MANAGER Key employee | 40 | $157,513 | $0 | $21,568 |
| MARIA GUERRERO | COMPLIANCE MANAGER Highest-paid employee | 40 | $163,296 | $0 | $8,006 |
| HAI NGUYEN | SR. PROJECT MANAGER Highest-paid employee | 40 | $153,335 | $0 | $17,763 |
| BRUCE KNOBLOCK | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAUL BAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA CARRASCO | TREASURER Trustee or director, Officer | 1 | $0 |
| HYOUNG CHONG | SECRETARY Trustee or director | 1 | $0 |
| OCTAVIO FARFAN | BOARD MEMBER Trustee or director | 1 | $0 |
| CLAIRE KALAFATIS | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GREG KEPFERLE | PRESIDENT - TO 12/01/24 Trustee or director, Officer | 1 | $0 | $309,000 | $52,000 |
| MARK MIKL | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $251,996 | $0 | $35,701 |
| KATHLEEN ROBINSON | DEPUTY EXECUTIVE DIRECTOR Key employee | 40 | $254,396 | $0 | $13,670 |
| LISA CALDWELL | ASST. SECRETARY/DIR. OF PROPERTY MGMT Officer | 40 | $237,375 | $0 | $26,927 |
| MARVEL ANG | DIR. OF HOUSING DEV. Key employee | 40 | $226,775 | $0 | $12,167 |
| TERRI FUKUDA | CONTROLLER Officer | 40 | $199,583 | $0 | $27,921 |
| LARISA TROCHE | ASSOC. DIR. OF PROPERTY MA Highest-paid employee | 40 | $161,233 | $0 | $33,592 |
| CAROL MOWAT | FINANCE MANAGER Highest-paid employee | 40 | $176,279 | $0 | $9,642 |
| YUHUI LI | ASSET MANAGER Highest-paid employee | 40 | $174,275 | $0 | $9,664 |
| MARIA OCHOA | SR. HR MANAGER Key employee | 40 | $156,458 | $0 | $17,548 |
| MARIA GUERRERO | COMPLIANCE MANAGER Highest-paid employee | 40 | $158,012 | $0 | $9,007 |
| HAI NGUYEN | DIR. OF ASSET MGMT Highest-paid employee | 40 | $151,965 | $0 | $13,745 |
| DON TAYLOR | PRESIDENT - FR. 12/01/24 Trustee or director, Officer | 1 | $0 | $25,000 | $0 |
| BRUCE KNOBLOCK | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LIHN DIPIPPA | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HYOUNG CHONG | SECRETARY Trustee or director | 1 | $0 | $0 | $0 |
| PAUL BAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LAURA CARRASCO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| OCTAVIO FARFAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS HUANG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GREG KEPFERLE | PRESIDENT Trustee or director, Officer | 1 | $0 | $288,000 | $37,000 |
| MARK MIKL | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $237,884 | $0 | $29,510 |
| KATHLEEN ROBINSON | DEPUTY EXECUTIVE DIRECTOR Key employee | 40 | $225,332 | $0 | $12,131 |
| LISA CALDWELL | ASST. SECRETARY/DIRECTOR OF PROP. MGMT Officer | 40 | $191,153 | $0 | $20,696 |
| TERRI FUKUDA | CONTROLLER Officer | 40 | $175,498 | $0 | $24,515 |
| MARVEL ANG | SENIOR PROJECT MANAGER Highest-paid employee | 40 | $173,162 | $0 | $9,454 |
| CAROL MOWAT | FINANCE MANAGER Highest-paid employee | 40 | $161,946 | $0 | $9,071 |
| MAGGIE LI | ASSET MANAGER Highest-paid employee | 40 | $156,948 | $0 | $8,745 |
| LARISA TROCHE | ASSOC. DIR. OF PROPERTY MANAGEMENT Highest-paid employee | 40 | $130,935 | $0 | $26,755 |
| HAI NGUYEN | SR. PROJECT MANAGER Highest-paid employee | 40 | $142,583 | $0 | $12,563 |
| MIKE KASPERZAK | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRUCE KNOBLOCK | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LIHN DIPIPPA | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAUL BAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HYOUNG CHONG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| OCTAVIO FARFAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS HUANG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1400 PARKMOOR AVE STE 190, SAN JOSE, CA 95126-4893
- Principal officer (990 for 2025)
- MARK MIKL, 1400 PARKMOOR AVE 190, SAN JOSE, CA 95126
- Signed the 990
- SAM GUAN, CONTROLLER
- Phone
- (408) 550-8301
- Website
- WWW.CHARITIESHOUSING.ORG
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0359848 or by the name CHARITIES HOUSING DEVELOPMENT CORP OF SANTA CLARA COUNTY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO DEVELOP, PRESERVE, & MANAGE HIGH QUALITY AFFORDABLE HOUSING FOR LOW-INCOME INDIVIDUALS & THEIR FAMILIES. THROUGH SERVICE ENHANCED PROPERTY MANAGEMENT & STRUCTURED RESIDENT INVOLVEMENT, CHDC CONTRIBUTES TO THE HIGHEST STANDARDS OF HUMAN DIGNITY & PARTICIPATION.
Program accomplishments
- CHARITIES HOUSING DEVELOPMENT CORPORATION DEVELOPS QUALITY, AFFORDABLE, HOUSING FOR EXTREMELY LOW AND MODERATE-INCOME FAMILIES.Expenses $1,763,474 · grants $32,768 · revenue $7,255,126
- THE ORGANIZATION IS CURRENTLY MANAGING 1,199 PUBLICLY ASSISTED HOUSING PROPERTIES (1,037 DIRECTLY MANAGED) AVAILABLE TO EXTREMELY LOW AND MODERATE-INCOME HOUSEHOLDS. THROUGH SERVICE-ENHANCED PROPERTY MANAGEMENT AND STRUCTURED RESIDENT INVOLVEMENT, CHDC CONTRIBUTES TO THE HIGHEST STANDARDS OF HUMAN DIGNITY AND PARTICIPATION IN OUR COMMUNITY.1,897 PERSONS WERE SERVED DURING THE YEAR.Expenses $2,104,608 · revenue -$764,161
- THE ORGANIZATION OWNS AND OPERATES 360 UNITS OF HOUSING FOR LOW AND MODERATE-INCOME HOUSEHOLDS. THROUGH SERVICE-ENHANCED PROPERTY MANAGEMENT AND STRUCTURED RESIDENT INVOLVEMENT, CHDC CONTRIBUTES TO THE HIGHEST STANDARDS OF HUMAN DIGNITY AND PARTICIPATION IN OUR COMMUNITY.582 PERSONS WERE SERVED DURING THE YEAR.Expenses $6,270,943 · grants $50,000 · revenue $3,784,742
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0359848
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Exempt since
- 1946
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L210)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $199,554,247
- Income (IRS master file)
- $14,377,536
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $14,335,869 | $12,980,829 | $199,554,247 | XML |
| 990 | December 2024 | $12,925,544 | $11,420,794 | $190,896,958 | XML |
| 990 | December 2023 | $19,074,775 | $9,137,408 | $189,452,412 | XML |
| 990 | December 2022 | $12,247,688 | $7,998,685 | $185,399,512 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 77-0359848).
Questions about CHARITIES HOUSING DEVELOPMENT CORP OF SANTA CLARA COUNTY
- What is the EIN of CHARITIES HOUSING DEVELOPMENT CORP OF SANTA CLARA COUNTY?
- The employer identification number (EIN) of CHARITIES HOUSING DEVELOPMENT CORP OF SANTA CLARA COUNTY is 77-0359848.
- Is CHARITIES HOUSING DEVELOPMENT CORP OF SANTA CLARA COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does CHARITIES HOUSING DEVELOPMENT CORP OF SANTA CLARA COUNTY 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 CHARITIES HOUSING DEVELOPMENT CORP OF SANTA CLARA COUNTY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARITIES HOUSING DEVELOPMENT CORP OF SANTA CLARA COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CHARITIES HOUSING DEVELOPMENT CORP OF SANTA CLARA COUNTY?
- The 990 for the year ended December 31, 2025 names MARK MIKL.
- Who are the officers and directors of CHARITIES HOUSING DEVELOPMENT CORP OF SANTA CLARA COUNTY?
- The 990 for the year ended December 31, 2025 lists 19 people; 12 received compensation from the organization.
- How much revenue does CHARITIES HOUSING DEVELOPMENT CORP OF SANTA CLARA COUNTY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $14,335,869, expenses of $12,980,829 and total assets of $199,554,247 at year end.
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