Public charity
LONG BEACH, CAEIN
This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $1,158,959 | $1,429,195 | $1,423,737 | $23,249,817 | $23,230,617 |
| FY2023 | 990 | $1,109,719 | $1,009,164 | $1,003,729 | $23,514,831 | $23,496,481 |
| FY2022 | 990 | $1,050,221 | $321,633 | $287,814 | $23,386,413 | $23,368,813 |
| FY2021 | 990 | $1,010,850 | $308,093 | $0 | $22,657,075 | $22,640,225 |
| FY2020 | 990 | $1,006,180 | $303,580 | $0 | $21,953,568 | $21,937,468 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| RETIREMENT HOUSING FOUNDATIONLONG BEACH, CA | TO DEVELOP AND MANAGE HOUSING AND PROVIDE SERVICES TO INDIVIDUALS WITH LIMITED INCOMES | $1,423,737 | 2024 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Hartman Stuart J | PRESIDENT/CEO | 0.20 | $0 |
| Amberg Robert R | EXECUTIVE VP GEN COUNSEL | 0.20 | $0 |
| Rossello Frank Jr | CFO AND VP OF FINANCE | 0.20 | $0 |
| Fard Bob J | VP ACQUIS AND PROJ DEV |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| RETIREMENT HOUSING FOUNDATIONLONG BEACH, CA |
| TO DEVELOP AND MANAGE HOUSING AND PROVIDE SERVICES TO INDIVIDUALS WITH LIMITED INCOMES |
| $1,003,729 |
| 2023 |
| RETIREMENT HOUSING FOUNDATIONLONG BEACH, CA | TO DEVELOP AND MANAGE HOUSING AND PROVIDE SERVICES TO INDIVIDUALS WITH LIMITED INCOMES | $287,814 | 2022 |
| 0.20 |
| $0 |
| Magnone Vincent B | VP TREASURY & INVSTMT OFF | 0.20 | $0 |
| Escandon Yuri Andrew | VP HOUSING OPERATIONS | 0.20 | $0 |
| Napierskie David W | VP HEALTH CARE OPERATIONS | 0.20 | $0 |
| Battaglia Nada | VP HUMAN RESOURCES | 0.20 | $0 |
| Titus Stephanie L | VP PHILANTHROPY/CSO | 0.20 | $0 |
| Gilchrist Kevin Darrell | VP DEVELOPMENT FINANCE | 0.20 | $0 |
| Rivera Michael | REG'L MANAGER HEALTH CARE | 0.20 | $0 |
| Kennedy Teresa | NURSE TRAINER EXEMPT | 0.20 | $0 |
| Clow John C | VP RISK MANAGEMENT | 0.20 | $0 |
| Purcell Christopher | CONTROLLER | 0.20 | $0 |
| Mickelson Lavonne R | DIR OF AFFORD HOUSING OPS | 0.20 | $0 |
| Steckbeck Kent | BUDGET & ANALYTICS DIR | 0.20 | $0 |
| Robinson Tina M | VP HOUSING ACCOUNTING | 0.20 | $0 |
| Phelps Lori Ann | INFO SYSTEMS DIRECTOR | 0.20 | $0 |
| Silva Joanne L | VP OCCUPANCY & TAX CREDIT | 0.20 | $0 |
| King Diane D | COMPL AND PRIVACY OFFICER | 0.20 | $0 |
| Fox Buchan Laura L | DIRECTOR OF CORP RECORDS | 0.20 | $0 |
| Young Seesee | INTERNAL AUDIT DIRECTOR | 0.20 | $0 |
| Ragon Christy Ann | VP OF COMMUNICATIONS | 0.20 | $0 |
| Ricano Peggy | ACCT MANAGER EXEMPT | 0.20 | $0 |
| Ingrao Salvatore A | DEVEL ACCOUNTING DIR | 0.20 | $0 |
| Bunkhong Donna | ACCOUNTING LEAD SR. | 0.20 | $0 |
| Do Thanh-Thanh | ACCT MANAGER EXEMPT | 0.20 | $0 |
| Bunn Andrew | TREASURER | 0.20 | $0 |
| Stevenson Adam | VICE PRESIDENT | 0.20 | $0 |
| Lyons Lamar | DIRECTOR | 0.20 | $0 |
| Buie Rev Oliver E | PRESIDENT | 0.20 | $0 |
| Burrus Emma | TREASURER | 0.20 | $0 |
| See Schedule Jo Salary | DISCLOSURE - PGS 34 & 38 | 0.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Nov 30, 2023IRS bulk XML
Filing id 202412839349301956
Form 990 · FY2022 · period ending Nov 30, 2022
Filing id 202322779349300812
Form 990 · FY2021 · period ending Nov 30, 2021
Filing id 202202869349302165
Form 990 · FY2020 · period ending Nov 30, 2020
Filing id 202102889349301430
Form 990 · FY2018 · period ending Nov 30, 2018
Filing id 201932879349301818
Form 990 · FY2017 · period ending Nov 30, 2017
Filing id 201832859349301283
Form 990 · FY2016 · period ending Nov 30, 2016
Filing id 201712149349301031
Form 990 · FY2015 · period ending Nov 30, 2015
Filing id 201622869349301242
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.