Nonprofit · EIN 85-0539855
SOUTH BAY COMMUNITY LAND TRUST
Tax-exempt · SAN JOSE, CA 95125
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 (amended) | $510,399 | $862,357 | -$351,958 | $6,658,005 | $6,186,425 | $471,580 |
| June 30, 2024 | 990 | $751,109 | $878,425 | -$127,316 | $2,431,277 | $1,607,743 | $823,534 |
| June 30, 2023 | 990 | $595,740 | $582,813 | $12,927 | $747,000 | $4,366 | $742,634 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $558,268
- of which government grants
- $89,771
- Program service revenue
- $3,670
- Investment income
- $1,115
- Net rental income
- -$72,914
- Other revenue
- -$52,654
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $444,233
- Salaries, compensation and benefits (total)
- $540,440
- Professional fundraising fees
- $0
- Legal fees
- $6,565
- Accounting fees
- $45,707
- Depreciation
- $123,121
- Program services (functional)
- $561,745
- Management and general (functional)
- $219,546
- Fundraising (functional)
- $81,066
Balance sheet and other
- Total assets, start of year
- $2,431,277
- Total assets, end of year
- $6,658,005
- Total liabilities, end of year
- $6,186,425
- Net assets, end of year
- $471,580
- Land, buildings and equipment
- $6,253,707
- Net assets without donor restrictions
- $283,268
- Net assets with donor restrictions
- $188,312
- Gross receipts
- $818,695
- Employees
- 8
- Year formed
- 2019
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Laura Diaz Tovar | Operational Co-DirectorStaff Trustee or director, Officer | 0 | $95,939 |
| Jose Lujano | Organizing Co-DirectorTreasurer Trustee or director, Officer | 0 | $82,880 |
| Delma Hernandez | Organizing Co-DirectorStaff Trustee or director, Officer | 0 | $82,880 |
| Dina Ree | ManagerStaff Officer | 0 | $64,480 |
| Elizabeth Gonzalez | Board President Trustee or director, Officer | 0 | $0 |
| Sandy Perry | Vice President Trustee or director, Officer | 0 | $0 |
| Alyssa Serrano | Secretary Trustee or director, Officer | 0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Miguel Olivos | Board Member Trustee or director | 0 | $0 |
| Tafhari Franklin | Board Member Trustee or director | 0 | $0 |
| Laura Diaz | Board Member Trustee or director | 0 | $0 |
| Emeral IP | Board Member Trustee or director | 0 | $0 |
| Jocelin Hernandez | Board Member Trustee or director | 0 | $0 |
| Jose Lujano | Treasurer Officer | 0 | $0 |
| Elizabeth Gonzalez | President Officer | 0 | $0 |
| Josefina Aguilar | Executive Director Officer | 0 | $0 |
| Alyssa Serrano | Secretary Officer | 0 | $0 |
| Santa Perry | Vice President Officer | 0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEFINA AGUILAR | EXECUTIVE DIRECTOR Officer | 35 | $85,225 | $3,815 |
| JOCELIN HERNANDEZ | BOARD MEMBER Trustee or director | 1 | $6,230 | $0 |
| LAURA DIAZ | BOARD MEMBER Trustee or director | 3 | $800 | $0 |
| ELIZABETH GONZALEZ | PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| SANDY PERRY | VICE PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| ALYSSA SERRANO | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| JOSE LUJANO | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| TAFHARI FRANKLIN | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| MIGUEL OLIVOS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| EMERALD IP | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 525 W ALMA AVE, SAN JOSE, CA 95125-1705
- In care of
- % ELIZABETH GONZALEZ
- Signed the 990
- ELIZABETH GONZALEZ, Board President
- Phone
- (408) 538-9390
- Website
- southbayclt.org
- Return prepared by
- Fitzgerald & Company CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 85-0539855 or by the name SOUTH BAY COMMUNITY LAND TRUST.
- 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
The mission of South Bay Community Land Trust (SBCLT) is to acquire & manage real estate for community benefit to combat displacement, land speculation, and community deterioration, and to expand housing development opportunities for residents of Santa Clara County.
Program accomplishments
- General Programs are used to combat displacement, land speculation, and community deterioration, and expand housing, and economic development opportunities for low-income and moderate-income residents in Santa Clara County.Expenses $561,745 · revenue $510,399
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 85-0539855
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2020
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L25)
- Assets (IRS master file)
- $6,658,005
- Income (IRS master file)
- $818,695
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $510,399 | $862,357 | $6,658,005 | IRS |
| 990 | June 2024 | $751,109 | $878,425 | $2,431,277 | IRS |
| 990 | June 2023 | $595,740 | $582,813 | $747,000 | XML |
| 990 | June 2022 | $836,763 | $174,374 | $736,895 | IRS |
| 990-EZ | June 2021 | – | – | – | 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 85-0539855).
Questions about SOUTH BAY COMMUNITY LAND TRUST
- What is the EIN of SOUTH BAY COMMUNITY LAND TRUST?
- The employer identification number (EIN) of SOUTH BAY COMMUNITY LAND TRUST is 85-0539855.
- Is SOUTH BAY COMMUNITY LAND TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to SOUTH BAY COMMUNITY LAND TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTH BAY COMMUNITY LAND TRUST 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 SOUTH BAY COMMUNITY LAND TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH BAY COMMUNITY LAND TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of SOUTH BAY COMMUNITY LAND TRUST?
- The 990 for the year ended June 30, 2025 lists 7 people; 4 received compensation from the organization, the highest $95,939 (Laura Diaz Tovar, Operational Co-DirectorStaff).
- How much revenue does SOUTH BAY COMMUNITY LAND TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $510,399, expenses of $862,357 and total assets of $6,658,005 at year end.
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