2022-02-08T16:56:39-06:00 2020-12-31 720870824 WEGMANN DAZET APC 111 VETERANS BLVD SUITE 800 METAIRIE LA 70005 990 2020-01-01 262189665 THE ST BERNARD PROJECT INC STBE 5043029329 2645 TOULOUSE STREET NEW ORLEANS LA 70119 ZACK ROSENBURG CHIEF EXECUTIVE OFFICER 5043029329 2022-02-02 1 ZACK ROSENBURG 999009999 THOMAS R LAINE P02354161 5048378844 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SBP INC ZACK ROSENBURG 2645 TOULOUSE STREET NEW ORLEANS LA 70119 38635184 0 X WWW.SBPUSA.ORG X 2008 LA SHRINKING TIME BETWEEN DISASTER AND RECOVERY BY CREATING HOUSING OPPORTUNITIES SO THAT DISASTER SURVIVORS CAN RETURN TO THEIR HOMES AND COMMUNITIES. 17 16 387 43513 0 0 25306273 31795838 3343620 1668232 342271 340573 102548 157379 29094712 33962022 1815701 4065907 0 0 8607523 8730780 0 0 433590 18050732 17884427 28473956 30681114 620756 3280908 28274591 32559680 3890952 4975199 24383639 27584481 SHRINKING TIME BETWEEN DISASTER AND RECOVERY BY ENSURING THAT DISASTER-IMPACTED COMMUNITIES RECOVER IN A PROMPT, EFFICIENT AND PREDICTABLE WAY. 0 0 23203265 3637907 1561754 REBUILDING PROGRAM - REBUILD HOMES FOR SENIOR CITIZENS, PEOPLE WITH DISABILITIES AND FAMILIES WITH CHILDREN WHO CANNOT AFFORD TO HAVE THEIR HOMES REBUILT BY CONTRACTORS. THE ORGANIZATION HAS CURRENTLY REBUILT APPROXIMATELY 2,747 HOMES. 1181788 106478 OPPORTUNITY HOUSING - CREATE AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES FOR RESIDENTS TARGETED BETWEEN 50% AND 80%, BUT UP TO 120%, OF ANNUAL MEDIAN INCOME, WHILE REHABILITATING BLIGHTED PROPERTIES AND STRENGTHENING NEIGHBORHOODS. 4649039 428000 DISASTER RECOVERY LAB - ENSURE THAT DISASTER-IMPACTED CITIZENS AND COMMUNITIES RECOVER IN A PROMPT, EFFICIENT AND PREDICTABLE MANNER. THROUGH DISASTER RECOVERY LAB, ST. BERNARD PROJECT WORKS TO SHARE LESSONS LEARNED, PREVENT COMMON BARRIERS TO RECOVERY AND HELP COMMUNITIES UTILIZE ST. BERNARD PROJECT'S STANDARDIZED, REPEATABLE AND PROVEN-EFFECTIVE MODEL FOR RECOVERY. 29034092 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 140 0 1 387 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 LA X X DON MEAZELL 5043029329 2645 TOULOUSE STREET NEW ORLEANS LA 70119 ZACK ROSENBURG CHIEF EXECUTIVE OFFICER 40.00 X X 301841 0 11427 JACQUELINE ALEXANDER JD BOARD SECRETARY 1.00 X X 0 0 0 JOHN SOLON CPA BOARD MEMBER 1.00 X 0 0 0 MARY JONES BOARD MEMBER 1.00 X 0 0 0 ELIE KHOURY BOARD MEMBER 1.00 X 0 0 0 TREVOR COLHOUN BOARD MEMBER 1.00 X 0 0 0 COURTENAY LAROCHE BOARD MEMBER 1.00 X 0 0 0 FRANCIS BOUCHARD BOARD CHAIR 1.00 X X 0 0 0 PETER FORLENZA BOARD MEMBER 1.00 X 0 0 0 ANN LIMBERG BOARD MEMBER 1.00 X 0 0 0 KEITH DALY BOARD MEMBER 1.00 X 0 0 0 MIKE GOSS BOARD MEMBER 1.00 X 0 0 0 SCOTT COUVILLON BOARD MEMBER 1.00 X 0 0 0 LEE CARTER BOARD MEMBER 1.00 X 0 0 0 RON GUERRIER BOARD MEMBER 1.00 X 0 0 0 DERRICK JOHNSON BOARD MEMBER 1.00 X 0 0 0 ELIZABETH MCCARTNEY CHIEF OPERATING OFFICER 40.00 1.00 X 173130 0 9803 REESE MAY CHIEF STRATEGY AND INNOVAT 40.00 X 190116 0 6502 ELIZABETH EGLE CHIEF DEVELOPMENT OFFICER 40.00 X 156062 0 6519 KEITH MCCULLOCH CHIEF FINANCIAL OFFICER 40.00 X 191444 0 6630 RANSFORD REINHARD GOVERNMENT ADVISOR 40.00 X 108266 0 0 LESLEY SCHAEFER CHIEF COMMUNICATIONS OFFICER 40.00 X 117875 0 0 JEFFREY SANDERSON SENIOR GOVERNMENT ADVISOR 40.00 X 109644 0 2207 THOMAS CORLEY CONTINUOUS IMPROVEMENT OFF 40.00 X 137524 0 9134 1485902 0 52222 9 0 1 0 RONNIE GOLDEN 70 W SANDLEFOOT LN INLET BEACH FL 32461 CONSTRUCTION 981403 D HANDY INC 1012 CROSS BAY BLVD QUEENS NY 11693 CONSTRUCTION 766259 AARON LUTHER WATSON 312 WATERCREST HARBOR LN LEAGUE CITY TX 77573 CONSTRUCTION 497840 BETANCOURTH CONSTRUCTION 520 GULF BANK RD NUM TRL249 HOUSTON TX 77037 CONSTRUCTION 494415 CORINTHIAN BUILDERS GROUP LLC 9025 CULLEN BLVD SUITE 200 HOUSTON TX 77051 CONSTRUCTION 289269 14 5974391 25821447 2121580 31795838 SALE OF PROPERTY 531390 1185000 1185000 HOMEOWNER FUNDING 531390 221930 221930 PROPERTY MANAGEMENT FEES 531390 154824 154824 OPPORTUNITY HOUSING 531390 106478 106478 1668232 281583 281583 4711796 20356 4673162 0 38634 20356 58990 58990 VENDOR INCENTIVES 900099 133302 133302 OTHER INCOME 900099 24077 24077 157379 33962022 1825611 0 340573 3998684 3998684 67223 67223 1485902 1224773 159753 101376 6588822 5721076 746228 121518 54855 54855 601201 535751 49427 16023 1483441 1300181 65109 118151 54948 54948 79050 68608 4612 5830 79459 74799 3989 671 834212 753691 62899 17622 160693 154397 3313 2983 7216 7147 69 88543 88543 177207 177207 2471287 2383929 80311 7047 CONSTRUCTION 10174583 10174442 141 PROPERTY EXPENSE 1174935 1174935 BAD DEBT 498564 498564 SOFTWARE LICENSES AND F 246384 201807 6299 38278 353905 318532 31282 4091 30681114 29034092 1213432 433590 3288263 8932796 286872 287485 5296355 2232583 2504584 3122503 7078092 7031210 404650 340891 2033376 753266 1457363 1280110 4617804 5321513 43741 1254544 3296867 2756045 28274591 32559680 1694496 1497258 100000 75000 1500000 3264200 596456 138741 3890952 4975199 X 17187395 21936128 7196244 5648353 24383639 27584481 28274591 32559680 3280908 -80066 0 X X 0 1 X 1 1 1 X 12177852 25152287 18697066 25306273 31795838 113129316 12177852 25152287 18697066 25306273 31795838 113129316 5061868 108067448 102499 410157 306674 281583 1100913 1256031 328919 354003 227795 157379 2324127 116554356 15661588 0.92720 0.93110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1268662 113803 1154859 764714 639463 125251 1280110 DEPOSITS 27100 REAL ESTATE HELD FOR SALE/CIP 1694478 DUE FROM SBP REAL ESTATE 704241 DUE FROM RELATED PARTY 330226 2756045 DUE TO SBP REAL ESTATE, INC. 138741 138741 X PART X, LINE 2: THE ORGANIZATION ADOPTED THE PROVISIONS OF ASC 740, INCOME TAXES. MANAGEMENT OF THE ORGANIZATION BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NOT SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES BEYOND THREE YEARS FROM THE FILING OF THOSE RETURNS. 1 CENTRAL AMERICA AND THE CARIBBEAN 1 4 PROGRAM SERVICES REBUILD HOMES FOR IMPACTED CITIZENS IN A PROMPT, EFFICIENT AND PREDICTABLE MANNER. 3511738 1 4 0 0 1 4 3511738 0 3511738 CENTRAL AMERICA AND THE CARIBBEAN HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED 67223 WIRE TRANSFER 1 0 0 0 0 0 0 PART I, LINE 2: ALL PROPOSED GRANT EXPENDITURES ARE ENTERED INTO OUR PURCHASE ORDER SYSTEM AND APPROVED BY THE DIRECTOR. WHEN AN INVOICE IS RECEIVED, IT IS MATCHED UP TO THE PO, CODED TO THE CORRECT GRANT AND HOUSE, AND APPROVED. A SEPARATE CLASS IS SET UP FOR EACH GRANT AND ALL INCOME AND EXPENSES ARE CODED THERE. PAYMENTS ARE SET UP BY STAFF AND APPROVED BY THE DIRECTOR. THEY ARE SUBMITTED TO PAYABLES, CHECKED FOR CORRECTNESS, AND SET UP. THERE IS A WEEKLY REPORT SHOWING ACTIVITY FOR EACH GRANT WHICH MANAGEMENT REVIEWS TO MONITOR THE GRANT ACTIVITIES. PART III ACCOUNTING METHOD: 1 FULLER CENTER DISASTER REBUILDERS 201 WEST NASA PKWY WEBSTER TX 77598 263704583 501(C)(3) 320075 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED HABITAT FOR HUMANITY OF JEFFERSON CO INC PO BOX 3174 BEAUMONT TX 77704 742007535 501(C)(3) 213000 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED CAPE FEAR HABITAT FOR HUMANITY 20 NORTH 4TH STREET SUITE 200 WILMINGTON NC 28401 561555858 501(C)(3) 153358 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED CRYSTAL COAST HABITAT FOR HUMANITY PO BOX 789 NEWPORT NC 28570 561657193 501(C)(3) 37418 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED FAYETTEVILLE HABITAT FOR HUMANITY INC PO BOX 3166 FAYETTEVILLE NC 28302 561610250 501(C)(3) 286463 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED HARVEY HOME CONNECT 515 POST OAK BLVD SUITE 1000 HOUSTON TX 77027 843567749 501(C)(3) 428000 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED UNITED WAY OF COASTAL CAROLINA 601 BROAD STREET NEW BERN NC 28560 566017934 501(C)(3) 625469 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED WEST STREET RECOVERY 1707 WEST STREET HOUSTON TX 77026 822708194 501(C)(3) 50000 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED DILLON COUNTY LTRG 2420 HWY 301 NORTH DILLON SC 29536 833588620 501(C)(3) 60000 HOME REPAIR/ BUILDING FOR THE ECONOMICALLY DISADVANTAGED. HABITAT FOR HUMANITY OF CRAVEN COUNTY 321 FLEET ST NEW BERN NC 28562 561658230 501(C)(3) 129805 HOME REPAIR/ BUILDING FOR THE ECONOMICALLY DISADVANTAGED. UNITED WAY OF BRAZORIA COUNTY 4005 TECHNOLOGY RD STE 1020 ANGELTON TX 77515 741362982 501(C)(3) 50000 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED. 11 0 X X 0 0 0 0 0 0 0 0 0 ZACK ROSENBURG CHIEF EXECUTIVE OFFICER 301841 0 0 0 0 0 4850 0 6577 0 313268 0 0 0 KEITH MCCULLOCH CHIEF FINANCIAL OFFICER 191444 0 0 0 0 0 3839 0 2791 0 198074 0 0 0 REESE MAY CHIEF STRATEGY AND INNOVAT 190116 0 0 0 0 0 0 0 6502 0 196618 0 0 0 ELIZABETH MCCARTNEY CHIEF OPERATING OFFICER 173130 0 0 0 0 0 3226 0 6577 0 182933 0 0 0 ELIZABETH EGLE CHIEF DEVELOPMENT OFFICER 156062 0 0 0 0 0 0 0 6519 0 162581 0 0 0 PART I, LINE 3 THE BOARD CHAIRMAN UTILIZED CHARITY NAVIGATOR TO COMPARE CEO AND OFFICER COMPENSATION AMONG ORGANIZATIONS MOST CLOSELY RESEMBLING THE ST. BERNARD PROJECT. A COMPARATIVE COMPENSATION REPORT ALONG WITH A TARGET SALARY WAS PRESENTED TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HELD A MEETING, CONSIDERED THE INFORMATION AND RECENT PERFORMANCE TO DECIDE UPON THE APPROPRIATE AMOUNT OF COMPENSATION FOR THE CEO AND OFFICERS. X 6 110517 FMV X PROTECTIVE EQUIPMENT 1 1546923 FMV X FURNITURE, FIXTURES, APPLIANCES 1 336940 FMV X TOOLS AND CONSTRUCTION SUPPLIES 12 90026 FMV X GIFT CERTIFICATES 7 37174 FMV 0 0 0 PART I, COLUMN (B): IN PART 1, COLUMN (B) THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS (CONTRIBUTORS) OF EACH TYPE OF PROPERTY LISTED RECEIVED DURING THE TAX YEAR. FORM 990, PART VI, SECTION A, LINE 2 ZACK ROSENBURG AND ELIZABETH MCCARTNEY - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS DISTRIBUTED TO THE BOARD MEMBERS. THE BOARD MEMBERS HAVE SUFFICIENT TIME TO REVIEW AND ENTER FEEDBACK. IF THE FORM 990 IS REVISED, A FINAL COPY IS SENT TO THE BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ARE REQUIRED TO SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND REPORT ANY POTENTIAL CONFLICTS OF INTEREST TO THE BOARD. THE BOARD REVIEWS ANY REPORTS OF POTENTIAL CONFLICTS AND DECIDES ON APPROPRIATE CORRECTIVE MEASURES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIRMAN UTILIZED CHARITY NAVIGATOR TO COMPARE CEO AND OFFICER COMPENSATION AMONG ORGANIZATIONS MOST CLOSELY RESEMBLING THE ST. BERNARD PROJECT. A COMPARATIVE COMPENSATION REPORT ALONG WITH A TARGET SALARY WAS PRESENTED TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HELD A MEETING, CONSIDERED THE INFORMATION AND RECENT PERFORMANCE TO DECIDE UPON THE APPROPRIATE AMOUNT OF COMPENSATION FOR THE CEO AND OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. A COPY OF THE FINANCIAL STATEMENTS CAN BE FOUND ON THE ORGANIZATION'S WEBSITE AT WWW.SBPUSA.ORG. FORM 990, PART XII, LINE 2C: THE PROCESS USED BY THE COMMITTEE THAT ASSUMES OVERSIGHT OF THE AUDIT HAS NOT CHANGED SINCE THE PRIOR YEAR. SBP ST PETER DEVELOPER LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 822115451 TO PROVIDE DEVELOPER SERVICES FOR LOW INCOME APARTMENT PROJECTS LA 0 1087870 ST BERNARD PROJECT INC SBP L9 DEVELOPER LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 822102484 TO PROVIDE DEVELOPER SERVICES FOR LOW INCOME DUPLEXES LA 0 840000 ST BERNARD PROJECT INC TOULOUSE COMMERCIAL INC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 320463838 CREATE HOUSING OPPORTUNITIES SO THAT DISASTER SURVIVORS CAN RETURN HOME. LA 501(C)(3) LINE 12A, I THE ST BERNARD PROJECT INC 1 SBP ST PETER LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 822081130 RENTAL REAL ESTATE LA RELATED -56 1075 0 1 0.00010 SBP L9 LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 822085732 RENTAL REAL ESTATE LA RELATED -131 820 0 1 0.00010 SBP ST PETER GP LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 831287138 MANAGEMENT LA ST BERNARD PROJECT INC C -56 1181776 1.00000 1 SBP L9 MANAGER LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 842191728 MANAGEMENT LA ST BERNARD PROJECT INC C 1.00000 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TOULOUSE COMMERCIAL INC D 7000000 FMV TOULOUSE COMMERCIAL INC K 345482 FMV