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San Diego Charitable Real Estate Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Community Improvement, Capacity Building / Real Estate Organizations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$8.05M (2024)

Expenses
$4.56M (2024)

Total Assets
$7.5M (2024)

Total Liabilities
$49.2k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,045,715
Expenses
$4,556,575
Net Income
$3,489,140
Net Assets
$7,449,661
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,450,000
92.6%
Program Services $127,650
1.6%
Investment Income $28,065
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $440,000
5.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,498,844
Total Liabilities $49,183
Net Assets $7,449,661
Compensation
Key Employees and Officers Compensation Related Other
Allan Wasserman (Director) $0 $0 $0
Leena Gupta (Director) $0 $0 $0
James Howell (Board Treasurer) $0 $415,597 $70,994
Joseph A Delaney (Director) $0 $0 $0
Mark D Bitterlin (Director) $0 $0 $0
Elvin Lai (Director (Thru 7/23)) $0 $0 $0
Mark Stuart Cfre (Board Secretary) $0 $597,886 $91,347
Renee Savage (Board Vice Chair) $0 $0 $0
Tim Meissner (Director) $0 $0 $0
Tony Yousif (Director) $0 $0 $0
Cindy J Bertrand (Board Chair) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,153,801
Expenses
$511,742
Net Income
$3,642,059
Net Assets
$3,960,521
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,110,520
99.0%
Program Services $50,176
1.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$6,895
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,080,844
Total Liabilities $120,323
Net Assets $3,960,521
Compensation
Key Employees and Officers Compensation Related Other
Elisabeth Eisner Forbes Esq (Chair (Thru 6/23)) $0 $0 $0
Hal Dunning (Vice Chair (Thru 6/23)) $0 $0 $0
James Howell (Board Treasurer) $0 $390,459 $64,162
Mark Stuart Cfre (Board Secretary) $0 $642,491 $77,058
Allan Wasserman (Director) $0 $0 $0
Cindy J Bertrand (Director) $0 $0 $0
Elvin Lai (Director) $0 $0 $0
Joseph A Delaney (Director) $0 $0 $0
Mark D Bitterlin (Director) $0 $0 $0
Mark J Riedy Phd (Director (Thru 6/23)) $0 $0 $0
Renee Savage (Director) $0 $0 $0
Tim Meissner (Director) $0 $0 $0
Tony Yousif (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,296,204
Expenses
$7,658,489
Net Income
-$362,285
Net Assets
$318,462
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,955,000
95.3%
Program Services $212,458
2.9%
Investment Income $126,508
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $124,132
1.7%
Net Fundraising $0
Sales of Assets -$121,894
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $318,480
Total Liabilities $18
Net Assets $318,462
Compensation
Key Employees and Officers Compensation Related Other
Allan Wasserman (Director) $0 $0 $0
Elisabeth Eisner Forbes Esq (Chair) $0 $0 $0
James Howell (Board Treasurer) $0 $341,909 $65,568
Joseph A Delaney (Director) $0 $0 $0
Mark D Bitterlin (Director) $0 $0 $0
Mark J Riedy Phd (Director) $0 $0 $0
Mark Stuart Cfre (Board Secretary) $0 $606,238 $67,774
Renee Savage (Director) $0 $0 $0
Tim Meissner (Director) $0 $0 $0
Tony Yousif (Director) $0 $0 $0
Hal Dunning (Vice Chair) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,759,856
Expenses
$2,204,441
Net Income
$555,415
Net Assets
$680,747
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,320,801
84.1%
Program Services $29,850
1.1%
Investment Income $107,323
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $301,882
10.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $684,799
Total Liabilities $4,052
Net Assets $680,747
Compensation
Key Employees and Officers Compensation Related Other
Allan Wasserman (Director) $0 $0 $0
Elisabeth Eisner Forbes Esq (Vice Chair) $0 $0 $0
James Howell (Board Treasurer) $0 $353,826 $60,533
Joseph A Delaney (Director) $0 $0 $0
Mark D Bitterlin (Director) $0 $0 $0
Mark J Riedy Phd (Director) $0 $0 $0
Mark Stuart Cfre (Board Secretary) $0 $582,457 $66,776
Renee Savage (Director) $0 $0 $0
Steve Sefton (Board Chair) $0 $0 $0
Tim Meissner (Director) $0 $0 $0
Tony Yousif (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$98,518
Expenses
$2,005,557
Net Income
-$2,104,075
Net Assets
$125,332
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $8,924
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$107,442
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $125,475
Total Liabilities $143
Net Assets $125,332
Compensation
Key Employees and Officers Compensation Related Other
James Howell (Board Treasurer) $0 $276,532 $53,564
Mark Stuart Cfre (Board Secretary) $0 $248,164 $12,540
Allan Wasserman (Director) $0 $0 $0
Elisabeth Eisner Forbes Esq (Vice Chair) $0 $0 $0
Joseph A Delaney (Director) $0 $0 $0
Mark D Bitterlin (Director) $0 $0 $0
Mark J Riedy Phd (Director) $0 $0 $0
Renee Savage (Director) $0 $0 $0
Steve Sefton (Board Chair) $0 $0 $0
Tim Meissner (Director) $0 $0 $0
Tony Yousif (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,688,179
Expenses
$249,405
Net Income
$2,438,774
Net Assets
$2,229,407
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,605,000
96.9%
Program Services $7,170
0.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $67,009
2.5%
Net Fundraising $0
Sales of Assets $9,000
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,230,197
Total Liabilities $790
Net Assets $2,229,407
Compensation
Key Employees and Officers Compensation Related Other
Allan Wasserman (Director) $0 $0 $0
Cher Conner (Director) $0 $0 $0
Gary M Katz (Director) $0 $0 $0
James Howell (Board Treasurer) $0 $251,648 $48,214
Janice L Weinrick (Director) $0 $0 $0
Joe Farrage (Director) $0 $0 $0
Mark Stuart (Board Secretary (As Of 5/19)) $0 $0 $0
Steve Klosterman (Board Chair) $0 $0 $0
Steve Sefton (Board Vice Chair) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$75,000
Expenses
$3,172
Net Income
-$78,172
Net Assets
$40,633
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income -$75,000
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $40,637
Total Liabilities $4
Net Assets $40,633
Compensation
Key Employees and Officers Compensation Related Other
Cher Conner (Director) $0 $0 $0
Gary M Katz (Director) $0 $0 $0
Janice L Weinrick (Director) $0 $0 $0
Joe Farrage (Director) $0 $0 $0
Horacio Valeiras (Director) $0 $0 $0
Yamila M Ayad (Board Chair) $0 $0 $0
Allan Wasserman (Board Vice Chair) $0 $0 $0
Kathlyn Mead (Board Secretary) $0 $381,959 $33,329
James Howell (Board Treasurer) $0 $227,452 $42,971

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,527
Expenses
$3,339
Net Income
$3,188
Net Assets
$118,805
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6,527
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $118,810
Total Liabilities $5
Net Assets $118,805
Compensation
Key Employees and Officers Compensation Related Other
Cher Conner (Director) $0 $0 $0
Gary M Katz (Director) $0 $0 $0
Janice L Weinrick (Director) $0 $0 $0
Joe Farrage (Director) $0 $0 $0
Horacio Valeiras (Director) $0 $0 $0
Yamila M Ayad (Board Chair) $0 $0 $0
Allan Wasserman (Board Vice Chair) $0 $0 $0
Kathlyn Mead (Board Secretary) $0 $397,197 $22,225
James Howell (Board Treasurer) $0 $202,945 $23,153

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,096
Expenses
$516,655
Net Income
-$475,559
Net Assets
$115,617
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $33,014
80.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,082
19.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $115,617
Total Liabilities $0
Net Assets $115,617
Compensation
Key Employees and Officers Compensation Related Other
Cher Conner (Director) $0 $0 $0
Gary M Katz (Director) $0 $0 $0
Janice L Weinrick (Director) $0 $0 $0
Joe Farrage (Director) $0 $0 $0
Horacio Valeiras (Director) $0 $0 $0
Yamila M Ayad (Board Chair) $0 $0 $0
Allan Wasserman (Board Vice Chair) $0 $0 $0
Kathlyn Mead (Board Secretary) $0 $375,520 $12,587
James Howell (Board Treasurer) $0 $191,520 $19,933

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,033,527
Expenses
$3,955,704
Net Income
-$2,922,177
Net Assets
$591,176
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,015,000
98.2%
Program Services $0
Investment Income $98,778
9.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$119,658
Net Inventory Sales $0
Other Revenue $39,407
3.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $621,388
Total Liabilities $30,212
Net Assets $591,176
Compensation
Key Employees and Officers Compensation Related Other
Yamila M Ayad (Board Chair) $0 $0 $0
Allan Wasserman (Board Vice Chair) $0 $0 $0
Kathlyn Mead (Board Secretary) $0 $145,386 $0
Cher Conner (Director) $0 $0 $0
Craig A Irving (Director) $0 $0 $0
Gary M Katz (Director) $0 $0 $0
Janice L Weinrick (Director) $0 $0 $0
Joe Farrage (Director) $0 $0 $0
Horacio Valeiras (Director) $0 $0 $0
Robert Kelly (Former Board Secretary) $0 $312,909 $465,018

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,495,856
Expenses
$243,762
Net Income
$3,252,094
Net Assets
$3,513,352
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,750,000
> 100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $6,188
0.2%
Net Fundraising $0
Sales of Assets -$348,187
Net Inventory Sales $0
Other Revenue $87,855
2.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,620,427
Total Liabilities $107,075
Net Assets $3,513,352
Compensation
Key Employees and Officers Compensation Related Other
Jim Cahill (Board Chair) $0 $0 $0
Allan Wasserman (Board Vice Chair) $0 $0 $0
Robert Kelly (Board Secretary) $0 $312,881 $81,249
Yamila M Ayad (Board Treasurer) $0 $0 $0
Cher Conner (Director) $0 $0 $0
Linda B Hersh (Director) $0 $0 $0
Craig A Irving (Director) $0 $0 $0
Gary M Katz (Director) $0 $0 $0
Janice L Weinrick (Director) $0 $0 $0
Jack Raymond (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$364,180
Expenses
$621,651
Net Income
-$257,471
Net Assets
$261,258
Notable Sources of Revenue Percent of Total Revenue
Contributions $180,000
49.4%
Program Services $0
Investment Income $171,448
47.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $11,689
3.2%
Net Fundraising $0
Sales of Assets -$16,732
Net Inventory Sales $0
Other Revenue $17,775
4.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $261,876
Total Liabilities $618
Net Assets $261,258

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$131,992
Expenses
$34,220
Net Income
-$166,212
Net Assets
$518,729
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $30,235
Net Fundraising $0
Sales of Assets -$174,227
Net Inventory Sales $0
Other Revenue $12,000
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $519,754
Total Liabilities $1,025
Net Assets $518,729

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$95,181
Expenses
$39,104
Net Income
$56,077
Net Assets
$695,340
Notable Sources of Revenue Percent of Total Revenue
Contributions $250
0.3%
Program Services $0
Investment Income $30,026
31.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $57,105
60.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,800
8.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,209,567
Total Liabilities $514,227
Net Assets $695,340

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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