{"success":true,"data":{"_id":954706651,"filings":[{"Organization":{"value":null,"Person":["DAVID RODRIGUEZ","JERRY RUIZ","JOHN MCAUSTIN","JULIANNE HINES","KAREN DAVIS","MAURICIO MEIJA","NANCY SPEARS","RICHARD BRUCKNER","ROBERT CARPENTER","CHARLES E LOVEMAN JR"],"Title":["BOARD MEMBER","BOARD VICE PRESIDENT","BOARD PRESIDENT","SECRETARY","TREASURER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","EXECUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,208637],"Direct compensation":[0,0,0,0,0,0,0,0,0,208637],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To promote historic preservation and neighborhood revitalization through affordable home ownership by purchasing existing historic homes and rehabilitating them as well as developing new in-fill housing compatible with the existing neighborhood.","year":2019,"name":"HERITAGE HOUSING PARTNERS","phone":6264034663,"website":"WWW.HERITAGEHOUSINGPARTNERS.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CHARLES E LOVEMAN JR","year_formation":1998,"state_legal_domicile":"CA","total_volunteers":9,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"608 NORTH FAIR OAKS AVENUE NO 126, PASADENA, CA, 91103, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91103},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":4,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":4,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1301324,"Contributions":{"value":32864,"Other contributions":32864,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":1249210,"Total revenue":{"value":1246701,"REAL ESTATE SALES":1036647,"MANAGING FEES":108439,"LOAN PROCESSING FEES":50529,"RENTAL INCOME":30586,"DEVELOPER FEES":20500},"Total other revenue":2509,"Unrelated business revenue":0},"Investment income":{"value":19250,"Investment income total":19250,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2120430,"Grant expense":{"value":5976,"Grants to domestic orgs":5976,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":482473,"Current officers":208637,"Disqualified persons":0,"Other salaries and wages":240194,"Pension plan contributions":0,"Other employee benefits":14315,"Payroll taxes":19327},"Other expenses":{"value":1631981,"Management services":47731,"Legal":41366,"Accounting":108284,"Lobbying services":0,"Investment management fees":0,"Other services":109725,"Advertising":11374,"Office expenses":30003,"Information technology":4753,"Royalties":0,"Occupancy":64469,"Travel":1767,"Conferences and meetings":660,"Interest":41800,"Payments to affiliates":0,"Depreciation and depletion":9457,"Insurance":9048,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1143194,"COST OF SALES":1067667,"POST COMPLETION EXPENSE":32138,"REPAIRS & MAINTENANCE":24131,"MISCELLENOUS":19258},"All other expenses":8350},"Functional Expenses":{"value":null,"Program Service Expenses":1858733,"Management And General Expenses":261697,"Fundraising Expenses":0}},"Assets":{"value":29479179,"Non-interest bearing cash":850094,"Savings and temp cash investments":199020,"Pledges and grants receivable":0,"Accounts receivable":3746,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":10816852,"Inventories for sale or use":15752266,"Prepaid expenses deferred charges":379342,"Land, building, equipment":300687,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1177172},"Liabilities":{"value":30072319,"Sum of Total Liabilities":0,"Accounts payable, accrued":1121308,"Grants payable":0,"Deferred, revenue":9531556,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":19415855,"Unsecured notes loans payable":0,"Other liabilities":3600},"Fund balance":{"value":-593140,"Net assets without donor restriction":-593140,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8765830515508647,"percentile":0.7339875375605198},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.6294404775444086,"percentile":0.061229397725019306},"Liabilities to Assets Ratio":{"score":1.0201206417587139,"percentile":0.04755437677083999},"Operating Reserve Ratio":{"score":13.902453275986474,"percentile":0.9204663700909754},"Officer Compensation Ratio":{"score":0.09839372202807921,"percentile":0.5574001475912397},"Program Expense Growth":{"score":0.3666008133324468,"percentile":0.89104765120167},"Revenue Growth":{"score":0.24718180176810983,"percentile":0.9251418942167521},"Asset Growth":{"score":0.07120293207615193,"percentile":0.6016288426660447},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6463151605847596,"percentile":0.7324940909526331}},"source_xml":"202013159349302841_public.xml"},{"Organization":{"value":null,"Person":["JOHN MCAUSTIN","JERRY RUIZ","LESLIE DIAZ-VILLAVICENCIO","MIC HANSEN","MAURICIO MEJIA","DAVID RODRIGUEZ","TERESA L WILDE","CATHY PHELPS","CHARLES E LOVEMAN JR"],"Title":["BOARD PRESID","BOARD TREASU","BOARD SECRET","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","EXECUTIVE DI"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,333675],"Direct compensation":[0,0,0,0,0,0,0,0,333675],"Other compensation":[0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To promote historic preservation and neighborhood revitilization through affordable homeownership by purchasing existing historic homes and rehabilitating them as well as developing new in-fill housing compatible with the existing neighborhood.","year":2014,"name":"HERITAGE HOUSING PARTNERS","phone":6264034663,"website":"WWW.HERITAGEHOUSINGPARTNERS.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CHARLES E LOVEMAN JR","year_formation":1998,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"608 N FAIR OAKS AVE ROOM/SUITE 126, PASADENA, CA, 91103, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91103},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":650088,"Contributions":{"value":22500,"Other contributions":22500,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":565180,"Investment income total":33496,"Net investment gain":531684,"Income from invest bond proceeds":0},"Other revenues":{"value":62408,"Other total":11314,"Royalties revenue":0,"Net rental income":51094,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":756837,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":193710,"Current officers":162000,"Disqualified persons":0,"Other salaries and wages":27500,"Pension plan contributions":0,"Other employee benefits":1833,"Payroll taxes":2377},"Other expenses":{"value":563127,"Management services":0,"Legal":9972,"Accounting":142943,"Lobbying services":0,"Investment management fees":0,"Other services":136697,"Advertising":95197,"Office expenses":21982,"Information technology":0,"Royalties":0,"Occupancy":23577,"Travel":572,"Conferences and meetings":2144,"Interest":67891,"Payments to affiliates":0,"Depreciation and depletion":1654,"Insurance":12043,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":48455,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":567624,"Management And General Expenses":189213,"Fundraising Expenses":0}},"Assets":{"value":18325200,"Non-interest bearing cash":62040,"Savings and temp cash investments":2603094,"Pledges and grants receivable":0,"Accounts receivable":4193,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":12148022,"Inventories for sale or use":0,"Prepaid expenses deferred charges":23213,"Land, building, equipment":338733,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":3145905},"Liabilities":{"value":16537123,"Sum of Total Liabilities":0,"Accounts payable, accrued":427834,"Grants payable":0,"Deferred, revenue":2765000,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":13344289,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1788077,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":1788077,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7499950451682462,"percentile":0.5730524920851022},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.1642069996677373,"percentile":0.1715783730706655},"Liabilities to Assets Ratio":{"score":0.9024252395608233,"percentile":0.06427032789114977},"Operating Reserve Ratio":{"score":24.21287542760198,"percentile":0.9571447250436972},"Officer Compensation Ratio":{"score":0.4408809294471597,"percentile":0.09454825701192696},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5139280469300785,"percentile":0.3574042228365307}},"source_xml":"201512179349300946_public.xml"},{"Organization":{"value":null,"Person":["CHARLES E LOVEMAN JR","MARIANNE WILLIAMS","BLAIR MILLER","EMILY WARE","PATRICK CRANDALL","MERCEDES MARTIN","ROBERT CARPENTER","KAREN DAVIS","ANTONIO MANNING","JASMIN SHUPPER","NANCY SPEARS"],"Title":["EXECUTIVE DIRECTOR","ACCOUNTANT","PRESIDENT","VICE PRESIDENT","TREASURER","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[50.0,40.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[246379,121720,0,0,0,0,0,0,0,0,0],"Direct compensation":[242179,117520,0,0,0,0,0,0,0,0,0],"Other compensation":[4200,4200,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To promote historic preservation and neighborhood revitalization by developing, owning, and operating rental or for sale low-income housing property.","year":2024,"name":"HERITAGE HOUSING PARTNERS","phone":6264034663,"website":"WWW.HERITAGEHOUSINGPARTNERS.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CHARLES E LOVEMAN JR","year_formation":1998,"state_legal_domicile":"CA","total_volunteers":10,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"608 NORTH FAIR OAKS AVENUE 126, PASADENA, CA, 91103, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91103},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":7,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":7,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":3918294,"Contributions":{"value":35350,"Other contributions":35350,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":3662191,"Total revenue":{"value":3662191,"REAL ESTATE SALES":3612151,"MANAGEMENT FEES":50040},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":36633,"Investment income total":36633,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":184120,"Other total":8206,"Royalties revenue":0,"Net rental income":175914,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":5066876,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":778895,"Current officers":246379,"Disqualified persons":0,"Other salaries and wages":460463,"Pension plan contributions":0,"Other employee benefits":21000,"Payroll taxes":51053},"Other expenses":{"value":4287981,"Management services":0,"Legal":132198,"Accounting":131141,"Lobbying services":0,"Investment management fees":0,"Other services":4581,"Advertising":2772,"Office expenses":27836,"Information technology":0,"Royalties":0,"Occupancy":109644,"Travel":1770,"Conferences and meetings":410,"Interest":139916,"Payments to affiliates":0,"Depreciation and depletion":52685,"Insurance":63992,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":3621036,"COST OF SALES":3440657,"OTHER EXPENSES":180379},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":4904823,"Management And General Expenses":162053,"Fundraising Expenses":0}},"Assets":{"value":57290971,"Non-interest bearing cash":425269,"Savings and temp cash investments":681642,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":16157874,"Inventories for sale or use":34157647,"Prepaid expenses deferred charges":0,"Land, building, equipment":5824615,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":43924},"Liabilities":{"value":64231221,"Sum of Total Liabilities":0,"Accounts payable, accrued":2244723,"Grants payable":0,"Deferred, revenue":15026005,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":46960493,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":-6940250,"Net assets without donor restriction":-6940250,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9680171766587539,"percentile":0.8714467546905336},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.29313318500347346,"percentile":0.11514040351936615},"Liabilities to Assets Ratio":{"score":1.12114038004348,"percentile":0.0410603408861861},"Operating Reserve Ratio":{"score":11.306961330808175,"percentile":0.9033829878347112},"Officer Compensation Ratio":{"score":0.07264811690674886,"percentile":0.653921985673589},"Program Expense Growth":{"score":0.21223177332026488,"percentile":0.8143043579225725},"Revenue Growth":{"score":0.19872818991968663,"percentile":0.8955138386231677},"Asset Growth":{"score":0.11512251944443049,"percentile":0.7178366094010167},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6928312613737363,"percentile":0.8365135230641333}},"source_xml":"202513119349304421_public.xml"},{"Organization":{"value":null,"Person":["JOHN MCAUSTIN","RICHARD BRUCKNER","KAREN DAVIS","NANCY SPEARS","DAVID RODRIGUEZ","ROBERT CARPENTER","ANTONIO MANNING","MERCEDES MARTIN","BLAIR MILLER","CHARLES LOVEMAN"],"Title":["PRESIDENT","VICE PRESIDENT","TREASURER","SECRETARY","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","EXECUTIVE DIRECTOR"],"Hours":[2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,187680],"Direct compensation":[0,0,0,0,0,0,0,0,0,187680],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To promote historic preservation and neighborhood revitalization by developing, owning, and operating rental or for sale low-income housing property.","year":2021,"name":"HERITAGE HOUSING PARTNERS","phone":6264034663,"website":"WWW.HERITAGEHOUSINGPARTNERS.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CHARLES E LOVEMAN JR","year_formation":1998,"state_legal_domicile":"CA","total_volunteers":9,"tax_period_begin":"2021-01-01T00:00:00","tax_period_end":"2021-12-31T00:00:00","address":"608 NORTH FAIR OAKS AVENUE 126, PASADENA, CA, 91103, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91103},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":7,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":7,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":3328873,"Contributions":{"value":186943,"Other contributions":50116,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":136827,"Related organizations":0},"Program revenue":{"value":3090070,"Total revenue":{"value":3090070,"REAL ESTATE SALES":2867992,"MANAGEMENT FEES":162309,"RENTAL INCOME":59769},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":18643,"Investment income total":18643,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":33217,"Other total":33217,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":3799934,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":589856,"Current officers":187680,"Disqualified persons":0,"Other salaries and wages":340077,"Pension plan contributions":0,"Other employee benefits":23625,"Payroll taxes":38474},"Other expenses":{"value":3210078,"Management services":0,"Legal":9934,"Accounting":102308,"Lobbying services":0,"Investment management fees":0,"Other services":67269,"Advertising":2368,"Office expenses":28611,"Information technology":0,"Royalties":0,"Occupancy":40562,"Travel":433,"Conferences and meetings":0,"Interest":60653,"Payments to affiliates":0,"Depreciation and depletion":9614,"Insurance":30191,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2858135,"COST OF SALES":2847936,"BOARD SUPPORT":6302,"MISCELLANEOUS":3812,"ALL OTHER EXPENSES":85},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":3665162,"Management And General Expenses":134772,"Fundraising Expenses":0}},"Assets":{"value":46963988,"Non-interest bearing cash":1502661,"Savings and temp cash investments":350965,"Pledges and grants receivable":0,"Accounts receivable":19198,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":10627386,"Inventories for sale or use":32635836,"Prepaid expenses deferred charges":0,"Land, building, equipment":1744400,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":83542},"Liabilities":{"value":56707548,"Sum of Total Liabilities":0,"Accounts payable, accrued":2481371,"Grants payable":0,"Deferred, revenue":14984004,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":39242173,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":-9743560,"Net assets without donor restriction":-9743560,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9645330682059214,"percentile":0.8663550385473645},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.14150765138832272,"percentile":0.1871467442642977},"Liabilities to Assets Ratio":{"score":1.2074687524407,"percentile":0.036909057687801214},"Operating Reserve Ratio":{"score":12.35915886960142,"percentile":0.9110062751363661},"Officer Compensation Ratio":{"score":0.04939033151628423,"percentile":0.7598135720449885},"Program Expense Growth":{"score":0.23957567721169243,"percentile":0.8328356188212349},"Revenue Growth":{"score":0.18281574369213746,"percentile":0.8826250031146317},"Asset Growth":{"score":0.11315679493017841,"percentile":0.7135585774134826},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7101693938731669,"percentile":0.8649993410504755}},"source_xml":"202232779349301573_public.xml"},{"Organization":{"value":null,"Person":["JOHN MCAUSTIN","JERRY RUIZ","ROBERT CARPENTER","KAREN DAVIS","JULIANNE HINES","MAURICIO MEJIA","DAVID RODRIGUEZ","MIC HANSEN","CHARLES E LOVEMAN JR"],"Title":["BOARD PRESIDENT","BOARD TREASURER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","EXECUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,162000],"Direct compensation":[0,0,0,0,0,0,0,0,162000],"Other compensation":[0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To promote historic preservation and neighborhood revitalization through affordable home ownership by purchasing existing historic homes and rehabilitating them as well as developing new in-fill housing compatible with the existing neighborhood.","year":2017,"name":"HERITAGE HOUSING PARTNERS","phone":6264034663,"website":"WWW.HERITAGEHOUSINGPARTNERS.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CHARLES E LOVEMAN JR","year_formation":1998,"state_legal_domicile":"CA","total_volunteers":0,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"608 NORTH FAIR OAKS AVENUE 126, PASADENA, CA, 91103, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91103},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":6,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":6,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":248646,"Contributions":{"value":67083,"Other contributions":67083,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":-50982,"Investment income total":31253,"Net investment gain":-82235,"Income from invest bond proceeds":0},"Other revenues":{"value":232545,"Other total":232545,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":1109423,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":359781,"Current officers":162000,"Disqualified persons":0,"Other salaries and wages":184480,"Pension plan contributions":0,"Other employee benefits":13301,"Payroll taxes":0},"Other expenses":{"value":749642,"Management services":0,"Legal":42527,"Accounting":93025,"Lobbying services":0,"Investment management fees":0,"Other services":319945,"Advertising":6506,"Office expenses":26871,"Information technology":0,"Royalties":0,"Occupancy":27718,"Travel":5649,"Conferences and meetings":1924,"Interest":52737,"Payments to affiliates":0,"Depreciation and depletion":4714,"Insurance":15250,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":152776,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":868990,"Management And General Expenses":240433,"Fundraising Expenses":0}},"Assets":{"value":18435832,"Non-interest bearing cash":596003,"Savings and temp cash investments":1872129,"Pledges and grants receivable":0,"Accounts receivable":67002,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":4272964,"Inventories for sale or use":0,"Prepaid expenses deferred charges":104905,"Land, building, equipment":326508,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":11196321},"Liabilities":{"value":18797309,"Sum of Total Liabilities":0,"Accounts payable, accrued":1187246,"Grants payable":0,"Deferred, revenue":2765000,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":14845063,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":-361477,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":-361477,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.783281038882374,"percentile":0.6056556274318674},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-3.4618574197855585,"percentile":0.016822987605262133},"Liabilities to Assets Ratio":{"score":1.019607306033164,"percentile":0.04759145277295721},"Operating Reserve Ratio":{"score":16.61749576131016,"percentile":0.9335730001198401},"Officer Compensation Ratio":{"score":0.1460218509982216,"percentile":0.4214945981703961},"Program Expense Growth":{"score":-0.15235624802781028,"percentile":0.10828396890833855},"Revenue Growth":{"score":-0.6116800477124748,"percentile":0.015358423405679576},"Asset Growth":{"score":0.08961172500043023,"percentile":0.6560772361541505},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4316277634298334,"percentile":0.17603571566418014}},"source_xml":"201812059349301256_public.xml"},{"Organization":{"value":null,"Person":["JOHN MCAUSTIN","JERRY RUIZ","LESLIE DIAZ-VILLAVICENCIO","MIC HANSEN","MAURICIO MEJIA","ROBERT CARPENTER","DAVID RODRIGUEZ","TERESA L WILDE","CHARLES E LOVEMAN JR"],"Title":["BOARD PRESID","BOARD TREASU","BOARD SECRET","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","EXECUTIVE DI"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,247838],"Direct compensation":[0,0,0,0,0,0,0,0,247838],"Other compensation":[0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To promote historic preservation and neighborhood revitilization through affordable homeownership by purchasing existing historic homes and rehabilitating them as well as developing new in-fill housing compatible with the existing neighborhood.","year":2015,"name":"HERITAGE HOUSING PARTNERS","phone":6264034663,"website":"WWW.HERITAGEHOUSINGPARTNERS.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CHARLES E LOVEMAN JR","year_formation":1998,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"608 N FAIR OAKS AVE RM/STE 126, PASADENA, CA, 91103, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91103},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":2,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":2,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1097091,"Contributions":{"value":1006000,"Other contributions":1006000,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":25780,"Investment income total":25780,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":65311,"Other total":23155,"Royalties revenue":0,"Net rental income":42156,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":778998,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":279873,"Current officers":175500,"Disqualified persons":0,"Other salaries and wages":104373,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":499125,"Management services":0,"Legal":26441,"Accounting":145480,"Lobbying services":0,"Investment management fees":0,"Other services":29017,"Advertising":108608,"Office expenses":22888,"Information technology":0,"Royalties":0,"Occupancy":24053,"Travel":2180,"Conferences and meetings":308,"Interest":73223,"Payments to affiliates":0,"Depreciation and depletion":7563,"Insurance":13017,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":46347,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":584244,"Management And General Expenses":194754,"Fundraising Expenses":0}},"Assets":{"value":21359765,"Non-interest bearing cash":315273,"Savings and temp cash investments":1684290,"Pledges and grants receivable":0,"Accounts receivable":57056,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":12021884,"Inventories for sale or use":0,"Prepaid expenses deferred charges":50253,"Land, building, equipment":333056,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":6897953},"Liabilities":{"value":19253595,"Sum of Total Liabilities":0,"Accounts payable, accrued":477267,"Grants payable":0,"Deferred, revenue":2765000,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":16011328,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":2106170,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":2106170,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7499942233484553,"percentile":0.5730464501784377},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.28994221992523866,"percentile":0.829025293890226},"Liabilities to Assets Ratio":{"score":0.9013954507458298,"percentile":0.06444095943680529},"Operating Reserve Ratio":{"score":27.41953766248437,"percentile":0.9633107321181046},"Officer Compensation Ratio":{"score":0.3181497256732366,"percentile":0.1709650620962547},"Program Expense Growth":{"score":-0.534524997664324,"percentile":0.02888000952869792},"Revenue Growth":{"score":-0.7473508948899871,"percentile":0.010256026917136242},"Asset Growth":{"score":0.14822178911052258,"percentile":0.7793268358684063},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5441775735270011,"percentile":0.44036286820429554}},"source_xml":"201601459349300640_public.xml"},{"Organization":{"value":null,"Person":["DAVID RODRIGUEZ","RICHARD BRUCKNER","JOHN MCAUSTIN","KAREN DAVIS","NANCY SPEARS","ROBERT CARPENTER","ANTONIO MANNING","MERCEDES MARTIN","BLAIR MILLER","EMILY WARE","CHARLES LOVEMAN"],"Title":["PRESIDENT","1ST VICE PRESIDENT","2ND VICE PRESIDENT","TREASURER","SECRETARY","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","EXECUTIVE DIRECTOR"],"Hours":[2.5,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,149062],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,144862],"Other compensation":[0,0,0,0,0,0,0,0,0,0,4200]},"Basic":{"value":null,"mission":"To promote historic preservation and neighborhood revitalization by developing, owning, and operating rental or for sale low-income housing property.","year":2022,"name":"HERITAGE HOUSING PARTNERS","phone":6264034663,"website":"WWW.HERITAGEHOUSINGPARTNERS.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CHARLES E LOVEMAN JR","year_formation":1998,"state_legal_domicile":"CA","total_volunteers":10,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"608 NORTH FAIR OAKS AVENUE 126, PASADENA, CA, 91103, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91103},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":10,"Number of independent voting members":10,"Number of employees total":7,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":7,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1790509,"Contributions":{"value":257516,"Other contributions":257516,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":1387167,"Total revenue":{"value":1387167,"REAL ESTATE SALES":1296067,"MANAGEMENT FEES":91100},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":19048,"Investment income total":19048,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":126778,"Other total":35080,"Royalties revenue":0,"Net rental income":91698,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2280648,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":561448,"Current officers":149063,"Disqualified persons":0,"Other salaries and wages":352551,"Pension plan contributions":0,"Other employee benefits":21000,"Payroll taxes":38834},"Other expenses":{"value":1719200,"Management services":0,"Legal":41081,"Accounting":87154,"Lobbying services":0,"Investment management fees":0,"Other services":43905,"Advertising":1706,"Office expenses":27159,"Information technology":0,"Royalties":0,"Occupancy":49257,"Travel":635,"Conferences and meetings":35,"Interest":98702,"Payments to affiliates":0,"Depreciation and depletion":32303,"Insurance":52317,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":1284946,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":2186415,"Management And General Expenses":94233,"Fundraising Expenses":0}},"Assets":{"value":63829840,"Non-interest bearing cash":612502,"Savings and temp cash investments":914853,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":10711766,"Inventories for sale or use":48356879,"Prepaid expenses deferred charges":0,"Land, building, equipment":3109215,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":124625},"Liabilities":{"value":74063539,"Sum of Total Liabilities":0,"Accounts payable, accrued":4670272,"Grants payable":0,"Deferred, revenue":14984584,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":54408683,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":-10233699,"Net assets without donor restriction":-10233699,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.958681480000421,"percentile":0.857920335446658},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.27374282955293716,"percentile":0.12130465432933354},"Liabilities to Assets Ratio":{"score":1.1603278184623367,"percentile":0.03906868360118184},"Operating Reserve Ratio":{"score":27.98758949210926,"percentile":0.9642201428825775},"Officer Compensation Ratio":{"score":0.06535949431915841,"percentile":0.685101733928452},"Program Expense Growth":{"score":0.1553562886182815,"percentile":0.761653588985785},"Revenue Growth":{"score":0.1066976715329949,"percentile":0.7785041985233987},"Asset Growth":{"score":0.13906709771795042,"percentile":0.7640322897634227},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6814181847380391,"percentile":0.8140940403965057}},"source_xml":"202302309349300040_public.xml"},{"Organization":{"value":null,"Person":["DAVID RODRIGUEZ","RICHARD BRUCKNER","JOHN MCAUSTIN","KAREN DAVIS","NANCY SPEARS","ROBERT CARPENTER","ANTONIO MANNING","MERCEDES MARTIN","BLAIR MILLER","EMILY WARE","PATRICK CRANDALL","CHARLES LOVEMAN","MARIANNE WILLIAMS"],"Title":["PRESIDENT","1ST VICE PRESIDENT","2ND VICE PRESIDENT","TREASURER","SECRETARY","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","EXECUTIVE DIRECTOR","ACCOUNTANT"],"Hours":[2.5,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,219357,106251],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,215157,102051],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,4200,4200]},"Basic":{"value":null,"mission":"To promote historic preservation and neighborhood revitalization by developing, owning, and operating rental or for sale low-income housing property.","year":2023,"name":"HERITAGE HOUSING PARTNERS","phone":6264034663,"website":"WWW.HERITAGEHOUSINGPARTNERS.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CHARLES E LOVEMAN JR","year_formation":1998,"state_legal_domicile":"CA","total_volunteers":11,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"608 NORTH FAIR OAKS AVENUE 126, PASADENA, CA, 91103, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91103},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":11,"Number of independent voting members":11,"Number of employees total":8,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":8,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":43172573,"Contributions":{"value":2585547,"Other contributions":46022,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":2539525,"Related organizations":0},"Program revenue":{"value":40431492,"Total revenue":{"value":40431492,"REAL ESTATE SALES":40363992,"MANAGEMENT FEES":67500},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":40839,"Investment income total":40839,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":114695,"Other total":0,"Royalties revenue":0,"Net rental income":114695,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":38723135,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":695616,"Current officers":219357,"Disqualified persons":0,"Other salaries and wages":409527,"Pension plan contributions":0,"Other employee benefits":21000,"Payroll taxes":45732},"Other expenses":{"value":38027519,"Management services":0,"Legal":40181,"Accounting":101782,"Lobbying services":0,"Investment management fees":0,"Other services":43196,"Advertising":1762,"Office expenses":28236,"Information technology":0,"Royalties":0,"Occupancy":75385,"Travel":2175,"Conferences and meetings":0,"Interest":422889,"Payments to affiliates":0,"Depreciation and depletion":32577,"Insurance":70075,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":37209261,"COST OF SALES":36987751,"OTHER EXPENSES":221510},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":38584489,"Management And General Expenses":138646,"Fundraising Expenses":0}},"Assets":{"value":43203659,"Non-interest bearing cash":311413,"Savings and temp cash investments":1206378,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":16257819,"Inventories for sale or use":21258710,"Prepaid expenses deferred charges":0,"Land, building, equipment":4123171,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":46168},"Liabilities":{"value":48995327,"Sum of Total Liabilities":0,"Accounts payable, accrued":1977202,"Grants payable":0,"Deferred, revenue":14985295,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":32032830,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":-5791668,"Net assets without donor restriction":-5791668,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9964195564227948,"percentile":0.9174298937430014},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.10306168223978682,"percentile":0.6284967897838843},"Liabilities to Assets Ratio":{"score":1.1340550345515874,"percentile":0.04037597114544772},"Operating Reserve Ratio":{"score":1.1157066441030665,"percentile":0.4547401419367903},"Officer Compensation Ratio":{"score":0.008408616709365086,"percentile":0.967385852437087},"Program Expense Growth":{"score":0.2844422163556691,"percentile":0.857564389404979},"Revenue Growth":{"score":0.2723974755233046,"percentile":0.9362977347039392},"Asset Growth":{"score":0.11897139897396242,"percentile":0.7259774583964964},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7924999641998618,"percentile":0.9541055155175113}},"source_xml":"202412919349301631_public.xml"},{"Organization":{"value":null,"Person":["DAVID RODRIGUEZ","JERRY RUIZ","JOHN MCAUSITN","JULIANNE HINES","KAREN DAVIS","MAURICIO MEJIA","NANCY SPEARS","RICHARD BRUCKNER","ROBERT CARPENTER","CHARLES E LOVEMAN JR"],"Title":["BOARD MEMBER","BOARD VICE PRESIDENT","BOARD PRESIDENT","SECRETARY","TREASURER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","EXECUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,162000],"Direct compensation":[0,0,0,0,0,0,0,0,0,162000],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To promote historic preservation and neighborhood revitalization through affordable home ownership by purchasing existing historic homes and rehabilitating them as well as developing new in-fill housing compatible with the existing neighborhood.","year":2018,"name":"HERITAGE HOUSING PARTNERS","phone":6264034663,"website":"WWW.HERITAGEHOUSINGPARTNERS.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CHARLES E LOVEMAN JR","year_formation":1998,"state_legal_domicile":"CA","total_volunteers":20,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"608 NORTH FAIR OAKS AVENUE NO 126, PASADENA, CA, 91103, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91103},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":4,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":4,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":17287387,"Contributions":{"value":790001,"Other contributions":40001,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":750000,"Related organizations":0},"Program revenue":{"value":16463761,"Total revenue":{"value":16463761,"REAL ESTATE SALES":13582830,"INCLUSIONARY HOUSING":2765000,"MISCELLANEOUS":75929,"MANAGING FEES":39000,"LOAN PROCESSING FEES":1002},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":33625,"Investment income total":33625,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":16699944,"Grant expense":{"value":3572260,"Grants to domestic orgs":3572260,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":320694,"Current officers":162000,"Disqualified persons":0,"Other salaries and wages":129013,"Pension plan contributions":0,"Other employee benefits":10149,"Payroll taxes":19532},"Other expenses":{"value":12806990,"Management services":0,"Legal":12422,"Accounting":96379,"Lobbying services":0,"Investment management fees":0,"Other services":344894,"Advertising":3402,"Office expenses":30972,"Information technology":0,"Royalties":0,"Occupancy":33572,"Travel":2453,"Conferences and meetings":434,"Interest":17512,"Payments to affiliates":0,"Depreciation and depletion":18148,"Insurance":20050,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":12225517,"COST OF SALES":12183885,"POST COMPLETION EXPENSE":32579,"MISCELLENOUS":4528,"DUES & SUBSCRIPTIONS":4525},"All other expenses":1235},"Functional Expenses":{"value":null,"Program Service Expenses":16497416,"Management And General Expenses":202528,"Fundraising Expenses":0}},"Assets":{"value":21803137,"Non-interest bearing cash":1623493,"Savings and temp cash investments":208994,"Pledges and grants receivable":0,"Accounts receivable":17946,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":10848451,"Inventories for sale or use":7047843,"Prepaid expenses deferred charges":123462,"Land, building, equipment":310144,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1622804},"Liabilities":{"value":21577171,"Sum of Total Liabilities":0,"Accounts payable, accrued":220430,"Grants payable":0,"Deferred, revenue":5671556,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":15685185,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":225966,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":225966,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9878725341833482,"percentile":0.9023829279885285},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.0339810174898034,"percentile":0.4876318585340512},"Liabilities to Assets Ratio":{"score":0.9896360785147569,"percentile":0.05328620379428841},"Operating Reserve Ratio":{"score":1.3055814438659195,"percentile":0.49932713707993054},"Officer Compensation Ratio":{"score":0.009700631331458357,"percentile":0.9618436109158911},"Program Expense Growth":{"score":0.6269876844412703,"percentile":0.9535056096781408},"Revenue Growth":{"score":0.4723077401938148,"percentile":0.9780573153807368},"Asset Growth":{"score":0.054723785759910056,"percentile":0.5446151439360529},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7720255652508439,"percentile":0.9384527145220676}},"source_xml":"201922039349300687_public.xml"},{"Organization":{"value":null,"Person":["JOHN MCAUSTIN","JULIANNE HINES","RICHARD BRUCKNER","KAREN DAVIS","NANCY SPEARS","DAVID RODRIGUEZ","ROBERT CARPENTER","ANTONIO MANNING","MERCEDES MARTIN","CHARLES LOVEMAN"],"Title":["PRESIDENT","VICE PRESIDENT","2ND VICE PRESIDENT","TREASURER","SECRETARY","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","EXECUTIVE DIRECTOR"],"Hours":[2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,167442],"Direct compensation":[0,0,0,0,0,0,0,0,0,167442],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To promote historic preservation and neighborhood revitalization through affordable home ownership by purchasing existing historic homes and rehabilitating them as well as developing new in-fill housing compatible with the existing neighborhood.","year":2020,"name":"HERITAGE HOUSING PARTNERS","phone":6264034663,"website":"WWW.HERITAGEHOUSINGPARTNERS.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CHARLES E LOVEMAN JR","year_formation":1998,"state_legal_domicile":"CA","total_volunteers":9,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"608 NORTH FAIR OAKS AVENUE NO 126, PASADENA, CA, 91103, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91103},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":6,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":6,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":11960042,"Contributions":{"value":9306,"Other contributions":9306,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":11933404,"Total revenue":{"value":11933404,"REAL ESTATE SALES":11831864,"RENTAL INCOME":63500,"MANAGEMENT FEES":38040},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":13332,"Investment income total":13332,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":4000,"Other total":4000,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":12036125,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":530519,"Current officers":167442,"Disqualified persons":0,"Other salaries and wages":305428,"Pension plan contributions":0,"Other employee benefits":21975,"Payroll taxes":35674},"Other expenses":{"value":11505606,"Management services":0,"Legal":-7761,"Accounting":114300,"Lobbying services":0,"Investment management fees":0,"Other services":49863,"Advertising":3283,"Office expenses":30491,"Information technology":0,"Royalties":0,"Occupancy":35736,"Travel":635,"Conferences and meetings":12,"Interest":72543,"Payments to affiliates":0,"Depreciation and depletion":9310,"Insurance":28119,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":11163618,"COST OF SALES":11129007,"BOARD SUPPORT":15073,"POST COMPLETION EXPENSE":11031,"MISCELLANEOUS":8507},"All other expenses":5457},"Functional Expenses":{"value":null,"Program Service Expenses":11908127,"Management And General Expenses":127998,"Fundraising Expenses":0}},"Assets":{"value":35195641,"Non-interest bearing cash":2778926,"Savings and temp cash investments":393210,"Pledges and grants receivable":0,"Accounts receivable":3323,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":10791602,"Inventories for sale or use":20807161,"Prepaid expenses deferred charges":130042,"Land, building, equipment":291377,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":44468140,"Sum of Total Liabilities":0,"Accounts payable, accrued":1287952,"Grants payable":0,"Deferred, revenue":14984004,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":28196184,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":-9272499,"Net assets without donor restriction":-9272499,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9893655142331939,"percentile":0.9048727977250207},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.0063614325100196135,"percentile":0.3691019934256959},"Liabilities to Assets Ratio":{"score":1.2634558921657373,"percentile":0.03462652789999885},"Operating Reserve Ratio":{"score":2.9241671218934666,"percentile":0.7067976837914103},"Officer Compensation Ratio":{"score":0.013911620226609477,"percentile":0.9428442912421546},"Program Expense Growth":{"score":0.3507957972888504,"percentile":0.8855108093309261},"Revenue Growth":{"score":0.2794720929769567,"percentile":0.9390142533941086},"Asset Growth":{"score":0.08826110589985235,"percentile":0.6523843180507493},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7573578974032057,"percentile":0.9246737699892188}},"source_xml":"202141879349301429_public.xml"},{"Organization":{"value":null,"Person":["JOHN MCAUSTIN","JERRY RUIZ","LESLIE DIAZ-VILLAVICENCIO","MIC HANSEN","MAURICIO MEJIA","DAVID RODRIGUEZ","MICHAEL HAMILTON","CATHY PHELPS","TERESA L WILDE","ANTONIO MANNING","CHARLES E LOVEMAN JR"],"Title":["BOARD PRESID","BOARD TREASU","BOARD SECRET","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","EXECUTIVE DI"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,505350],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,162000],"Other compensation":[0,0,0,0,0,0,0,0,0,0,343350]},"Basic":{"value":null,"mission":"To promote historic preservation and neighborhood revitilization through affordable homeownership by purchasing existing historic homes and rehabilitating them as well as developing new in-fill housing compatible with the existing neighborhood.","year":2013,"name":"HERITAGE HOUSING PARTNERS","phone":6264034663,"website":"WWW.HERITAGEHOUSINGPARTNERS.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CHARLES E LOVEMAN JR","year_formation":1998,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"608 N FAIR OAKS AVE ROOM/SUITE 126, PASADENA, CA, 91103, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91103},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":10,"Number of independent voting members":10,"Number of employees total":2,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":2,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":3921339,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":3884358,"Investment income total":0,"Net investment gain":3884358,"Income from invest bond proceeds":0},"Other revenues":{"value":36981,"Other total":36981,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2060571,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":556850,"Current officers":505350,"Disqualified persons":0,"Other salaries and wages":42538,"Pension plan contributions":0,"Other employee benefits":3562,"Payroll taxes":5400},"Other expenses":{"value":1503721,"Management services":0,"Legal":0,"Accounting":106738,"Lobbying services":0,"Investment management fees":0,"Other services":398384,"Advertising":120803,"Office expenses":23237,"Information technology":0,"Royalties":0,"Occupancy":93605,"Travel":895,"Conferences and meetings":8384,"Interest":686563,"Payments to affiliates":0,"Depreciation and depletion":5070,"Insurance":11951,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":48091,"MISCELLANEOUS":44688,"DUES AND SUBSCRIPTIONS":3284,"LICENSE AND PERMITS":119},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":1545424,"Management And General Expenses":515147,"Fundraising Expenses":0}},"Assets":{"value":15870116,"Non-interest bearing cash":228148,"Savings and temp cash investments":1460812,"Pledges and grants receivable":0,"Accounts receivable":33066,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":11590451,"Inventories for sale or use":0,"Prepaid expenses deferred charges":59205,"Land, building, equipment":339185,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":2159249},"Liabilities":{"value":13975290,"Sum of Total Liabilities":0,"Accounts payable, accrued":815216,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":13160074,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1894826,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":1894826,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7499979374649066,"percentile":0.5730782708868714},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.4745236257309047,"percentile":0.9109332401813935},"Liabilities to Assets Ratio":{"score":0.88060414933325,"percentile":0.06778578837919287},"Operating Reserve Ratio":{"score":7.701804985123056,"percentile":0.8645521586481225},"Officer Compensation Ratio":{"score":0.24524755516796073,"percentile":0.2470512276397074},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6841981484271888,"percentile":0.8200347853354433}},"source_xml":"201442099349301049_public.xml"},{"Organization":{"value":null,"Person":["JOHN MCAUSTIN","JERRY RUIZ","JULIANNE HINES","ROBERT CARPENTER","KAREN DAVIS","MIC HANSEN","MAURICIO MEJIA","DAVID RODRIGUEZ","TERESA L WILDE","CHARLES E LOVEMAN JR"],"Title":["BOARD PRESID","BOARD TREASU","BOARD SECRET","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","EXECUTIVE DI"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,162000],"Direct compensation":[0,0,0,0,0,0,0,0,0,162000],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To promote historic preservation and neighborhood revitalization through affordable home ownership by purchasing existing historic homes and rehabilitating them as well as developing new in-fill housing compatible with the existing neighborhood.","year":2016,"name":"HERITAGE HOUSING PARTNERS","phone":6264034663,"website":"WWW.HERITAGEHOUSINGPARTNERS.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CHARLES E LOVEMAN JR","year_formation":1998,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"608 NORTH FAIR OAKS AVENUE 126, PASADENA, CA, 91103, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91103},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":3,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":3,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":340319,"Contributions":{"value":230301,"Other contributions":230301,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":9750,"Total revenue":9750,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":96253,"Investment income total":31345,"Net investment gain":64908,"Income from invest bond proceeds":0},"Other revenues":{"value":4015,"Other total":4015,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":852096,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":336988,"Current officers":162000,"Disqualified persons":0,"Other salaries and wages":169388,"Pension plan contributions":0,"Other employee benefits":5600,"Payroll taxes":0},"Other expenses":{"value":515108,"Management services":0,"Legal":13225,"Accounting":120017,"Lobbying services":0,"Investment management fees":0,"Other services":12891,"Advertising":132404,"Office expenses":36026,"Information technology":0,"Royalties":0,"Occupancy":28079,"Travel":2402,"Conferences and meetings":811,"Interest":66877,"Payments to affiliates":0,"Depreciation and depletion":4714,"Insurance":13826,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":83836,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":639069,"Management And General Expenses":213027,"Fundraising Expenses":0}},"Assets":{"value":32231275,"Non-interest bearing cash":323228,"Savings and temp cash investments":6464523,"Pledges and grants receivable":0,"Accounts receivable":61889,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":12173154,"Inventories for sale or use":0,"Prepaid expenses deferred charges":12862,"Land, building, equipment":330198,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":12865421},"Liabilities":{"value":31731975,"Sum of Total Liabilities":0,"Accounts payable, accrued":1442805,"Grants payable":0,"Deferred, revenue":2765000,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":27524170,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":499300,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":499300,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7499964792699414,"percentile":0.573062964723321},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-1.5038155377748523,"percentile":0.030191704001830973},"Liabilities to Assets Ratio":{"score":0.9845088349747256,"percentile":0.053895397331838825},"Operating Reserve Ratio":{"score":37.82587290633919,"percentile":0.9747577885474467},"Officer Compensation Ratio":{"score":0.1901194231635872,"percentile":0.33104246202895465},"Program Expense Growth":{"score":-0.3239991116069274,"percentile":0.05781357513832464},"Revenue Growth":{"score":-0.6853943283866745,"percentile":0.01231042392305838},"Asset Growth":{"score":0.23747673043861167,"percentile":0.8807343333444543},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.42901770470595024,"percentile":0.17123168365303218}},"source_xml":"201721449349300732_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["CHARLES E LOVEMAN JR","MARIANNE WILLIAMS","BLAIR MILLER","EMILY WARE","PATRICK CRANDALL","MERCEDES MARTIN","ROBERT CARPENTER","KAREN DAVIS","ANTONIO MANNING","JASMIN SHUPPER","NANCY SPEARS"],"Title":["EXECUTIVE DIRECTOR","ACCOUNTANT","PRESIDENT","VICE PRESIDENT","TREASURER","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[50.0,40.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[246379,121720,0,0,0,0,0,0,0,0,0],"Direct compensation":[242179,117520,0,0,0,0,0,0,0,0,0],"Other compensation":[4200,4200,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To promote historic preservation and neighborhood revitalization by developing, owning, and operating rental or for sale low-income housing property.","year":2024,"name":"HERITAGE HOUSING PARTNERS","phone":6264034663,"website":"WWW.HERITAGEHOUSINGPARTNERS.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CHARLES E LOVEMAN JR","year_formation":1998,"state_legal_domicile":"CA","total_volunteers":10,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"608 NORTH FAIR OAKS AVENUE 126, PASADENA, CA, 91103, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91103},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":7,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":7,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":3918294,"Contributions":{"value":35350,"Other contributions":35350,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":3662191,"Total revenue":{"value":3662191,"REAL ESTATE SALES":3612151,"MANAGEMENT FEES":50040},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":36633,"Investment income total":36633,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":184120,"Other total":8206,"Royalties revenue":0,"Net rental income":175914,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":5066876,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":778895,"Current officers":246379,"Disqualified persons":0,"Other salaries and wages":460463,"Pension plan contributions":0,"Other employee benefits":21000,"Payroll taxes":51053},"Other expenses":{"value":4287981,"Management services":0,"Legal":132198,"Accounting":131141,"Lobbying services":0,"Investment management fees":0,"Other services":4581,"Advertising":2772,"Office expenses":27836,"Information technology":0,"Royalties":0,"Occupancy":109644,"Travel":1770,"Conferences and meetings":410,"Interest":139916,"Payments to affiliates":0,"Depreciation and depletion":52685,"Insurance":63992,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":3621036,"COST OF SALES":3440657,"OTHER EXPENSES":180379},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":4904823,"Management And General Expenses":162053,"Fundraising Expenses":0}},"Assets":{"value":57290971,"Non-interest bearing cash":425269,"Savings and temp cash investments":681642,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":16157874,"Inventories for sale or use":34157647,"Prepaid expenses deferred charges":0,"Land, building, equipment":5824615,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":43924},"Liabilities":{"value":64231221,"Sum of Total Liabilities":0,"Accounts payable, accrued":2244723,"Grants payable":0,"Deferred, revenue":15026005,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":46960493,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":-6940250,"Net assets without donor restriction":-6940250,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9680171766587539,"percentile":0.8714467546905336},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.29313318500347346,"percentile":0.11514040351936615},"Liabilities to Assets Ratio":{"score":1.12114038004348,"percentile":0.0410603408861861},"Operating Reserve Ratio":{"score":11.306961330808175,"percentile":0.9033829878347112},"Officer Compensation Ratio":{"score":0.07264811690674886,"percentile":0.653921985673589},"Program Expense Growth":{"score":0.21223177332026488,"percentile":0.8143043579225725},"Revenue Growth":{"score":0.19872818991968663,"percentile":0.8955138386231677},"Asset Growth":{"score":0.11512251944443049,"percentile":0.7178366094010167},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6928312613737363,"percentile":0.8365135230641333}},"source_xml":"202513119349304421_public.xml"},"sector":"Human Services","donation_categories":[],"zakat_policy":null},"error":null}