Nonprofit · EIN 93-1129860
SPECIALIZED HOUSING INC VIII
Tax-exempt · BEAVERTON, OR 97005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $79,181 | $134,854 | -$55,673 | $573,329 | $48,792 | $524,537 |
| June 30, 2024 | 990 | $137,159 | $163,839 | -$26,680 | $594,452 | $14,242 | $580,210 |
| June 30, 2023 | 990 | $136,235 | $159,744 | -$23,509 | $622,836 | $15,946 | $606,890 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $79,147
- Investment income
- $34
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $7,533
- Salaries, compensation and benefits (total)
- $7,533
- Professional fundraising fees
- $0
- Legal fees
- $171
- Occupancy
- $74,267
- Depreciation
- $27,291
- Program services (functional)
- $134,854
Balance sheet and other
- Total assets, start of year
- $594,452
- Total assets, end of year
- $573,329
- Total liabilities, end of year
- $48,792
- Net assets, end of year
- $524,537
- Land, buildings and equipment
- $482,055
- Net assets without donor restrictions
- $524,537
- Gross receipts
- $79,181
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1993
- State of legal domicile
- OR
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIAN MCCARL | EXECUTIVE DIRECTOR Trustee or director, Officer | 1 | $0 | $247,189 | $5,126 |
| LYDIA WHITAKER | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $121,630 | $21,406 |
| DAVID GEELS | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| TARA JOHNSON | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| TRISHA SHOOK | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| RUTH BROOK | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| SAM BAUGH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| PAUL GONZALES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Brian McCarl | Executive Director Trustee or director, Officer | 1 | $0 | $242,552 | $11,999 |
| Lydia Whitaker | Secretary/Treasurer Trustee or director, Officer | 1 | $0 | $128,636 | $21,620 |
| David Geels | President Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Tara Johnson | Vice President Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Trisha Shook | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Ruth Brook | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Sam Baugh | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Paul Gonzales | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Brian McCarl | Executive Director Trustee or director, Officer | 1 | $0 | $222,212 | $11,111 |
| Lydia Whitaker | Secretary/Treasurer Trustee or director, Officer | 1 | $0 | $129,422 | $5,936 |
| David Geels | President (From June 2023) Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Tara Johnson | Vice President Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Trisha Shook | Board Member (From June 2023) Officer | 0.5 | $0 | $0 | $0 |
| Ruth Brook | Board Member (From June 2023) Officer | 0.5 | $0 | $0 | $0 |
| Sam Baugh | Board Member (From June 2023) Officer | 0.5 | $0 | $0 | $0 |
| Paul Gonzales | Board Member (From June 2023) Officer | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4140 SW 109TH AVE, BEAVERTON, OR 97005-3029
- In care of
- % SPECIALIZED HOUSING
- Principal officer (990 for 2024)
- DAVID GEELS, 4140 SW 109TH AVENUE, BEAVERTON, OR 97005
- Signed the 990
- LYDIA WHITAKER, SECRETARY/TREASURER
- Phone
- (503) 469-9248
- Return prepared by
- NOVOGRADAC & COMPANY LLP
Mission
OPERATION OF A 22-UNIT APARTMENT COMPLEX UNDER SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT. HOUSING IS PROVIDED FOR INDIVIDUALS WHO HAVE MEDICAL, EMOTIONAL, AND CHRONICAL MENTAL ILLNESS.
Program accomplishments
- DURING THE YEAR SPECIALIZED HOSING VIII, OTHERWISE KNOWN AS BAY BRIDGE APARTMENTS ("BAY BRIDGE"), MADE AVAILABLE 22 HUD HOUSING UNITS TO 22 TENANTS WHO SUFFER FROM MEDICAL, EMOTIONAL, AND/OR CHRONIC MENTAL ILLNESS. BAY BRIDGE APARTMENTS HAS CONTINUED TO RECEIVE RECOGNITION AS A DESIRABLE PLACE TO LIVE BASED ON FEEDBACK FROM THE COOS CONTY HEALTH DEPARTMENT WHICH MAKES REFERRALS TO BAY BRIDGE.Expenses $134,854 · revenue $79,181
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
- 93-1129860
- 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
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L210)
- Assets (IRS master file)
- $573,329
- Income (IRS master file)
- $79,181
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $79,181 | $134,854 | $573,329 | IRS |
| 990 | June 2024 | $137,159 | $163,839 | $594,452 | IRS |
| 990 | June 2023 | $136,235 | $159,744 | $622,836 | XML |
| 990 | June 2022 | $136,891 | $166,611 | $645,576 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 93-1129860).
Questions about SPECIALIZED HOUSING INC VIII
- What is the EIN of SPECIALIZED HOUSING INC VIII?
- The employer identification number (EIN) of SPECIALIZED HOUSING INC VIII is 93-1129860.
- Is SPECIALIZED HOUSING INC VIII tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to SPECIALIZED HOUSING INC VIII tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SPECIALIZED HOUSING INC VIII 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 SPECIALIZED HOUSING INC VIII 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 SPECIALIZED HOUSING INC VIII last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SPECIALIZED HOUSING INC VIII?
- The 990 for the year ended June 30, 2025 names DAVID GEELS.
- Who are the officers and directors of SPECIALIZED HOUSING INC VIII?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does SPECIALIZED HOUSING INC VIII have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $79,181, expenses of $134,854 and total assets of $573,329 at year end.
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