2021-05-14T15:35:28-05:00 2020-06-30 941250261 LINDQUIST VON HUSEN & JOYCE LLP 301 HOWARD STREET SUITE 850 SAN FRANCISCO CA 94105 990 2019-07-01 943053687 HABITAT FOR HUMANITY EAST BAY SILICON VALLEY HABI 5102516304 2619 BROADWAY NO 205 OAKLAND CA 94612 JANICE E JENSEN PRESIDENT/CEO 5102516304 2021-05-14 1 ALEXIS H WONG P00604756 4159579999 2019 2022-09-23 18:48:47Z JANICE E JENSEN 2619 BROADWAY NO 205 OAKLAND CA 94612 26206561 0 8545 X WWW.HABITATEBSV.ORG X 1987 CA HABITAT FOR HUMANITYBRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. 17 17 133 5733 0 0 15618353 14150187 6530151 11626505 70126 82548 -204104 -205086 22014526 25654154 100000 103561 0 0 8148210 8375066 0 0 1238020 15029659 12162179 23277869 20640806 -1263343 5013348 33302520 49423955 12167973 24358617 21134547 25065338 X WE BELIEVE EVERYONE DESERVES A DECENT PLACE TO LIVE. WE WORK TO FOSTER SOCIAL, RACIAL, AND ECONOMIC JUSTICE BY CREATING, PRESERVING, AND EXPANDING ACCESS TO AFFORDABLE HOUSING, THEREBY PROVIDING OPPORTUNITIES TO TRANSFORM LIVES AND BUILD BETTER FUTURES. 0 0 17618677 103561 11626505 HABITAT FOR HUMANITY BUILDS NEW HOMES AND SHELTERS, PRESERVES AFFORDABLE HOUSING WHERE IT STANDS, AND PREPARES PEOPLE FOR HOMEOWNERSHIP THROUGH FINANCIAL COUNSELING AND EDUCATION. OUR INNOVATIVE MODEL BUILDS PARTNERSHIPS WITH FAMILY WHO GIVE "SWEAT EQUITY", VOLUNTEERS WHO GIVE TIME, AND DONORS WHO GIVE FINANCIALLY. WE LEVERAGE THESE CONTRIBUTIONS TO MAXIMIZE OUR IMPACT ON THE HOUSING CRISIS. FAMILIES GAIN ECONOMIC STABILITY AND BUILD A FOUNDATION FOR THE FUTURE FOR THEMSELVES AND THEIR CHILDREN, AND FUTURE GENERATIONS. IN OUR FIRST 30 YEARS, WE SERVED 7,000 PEOPLE. IN THE LAST 5 YEARS, WE DOUBLED THAT TO 14,000!IN ONE OF THE WORLD'S TOUGHEST HOUSING MARKETS, WE WORK TO CREATE OPPORTUNITY AND FOSTER JUSTICE THROUGH HOUSING. -WE MAKE IT POSSIBLE FOR FAMILIES TO BUILD STRENGTH, STABILITY, AND SELF-RELIANCE THROUGH AFFORDABLE HOMEOWNERSHIP. -WE PRESERVE OUR AFFORDABLE HOUSING STOCK AND KEEP OUR NEIGHBORS IN SAFE, HEALTHY HOMES - PREVENTING DISPLACEMENT. -WE OFFER SKILLS AND EDUCATION THROUGH OUR HOUSING COUNSELING PROGRAM. -WE HELP BUILD SOLUTIONS THAT SAFELY SHELTER OUR UNHOUSED NEIGHBORS AND SUPPORT THEM ON THEIR PATH TO PERMANENT HOUSING.WHO WE SERVE: WE SERVE PEOPLE AND FAMILIES WITH LIMITED INCOMES (FROM EXTREMELY LOW-INCOME TO MODERATE-INCOME FAMILIES - UP TO 120% OF AREA MEDIAN INCOME), THOSE WHO ARE UNHOUSED OR WHO STRUGGLE TO GAIN OR MAINTAIN A FOOTHOLD IN OUR HOUSING MARKET. THE FAMILIES WE SERVE THROUGH OUR HOMEOWNERSHIP PROGRAM PAY AN AFFORDABLE MORTGAGE AND CONTRIBUTE "SWEAT EQUITY" TO THE BUILDING OF THEIR HOMES.CLIMATE-SMART SUSTAINABLE BUILDING: FOR MORE THAN TWO DECADES, HABITAT HAS BUILT OUR HOMES TO RIGOROUS LOCAL, STATE, AND NATIONAL GREEN BUILDING STANDARDS. WE CONSTANTLY STRIVE TO STRENGTHEN OUR COMMITMENT TO SUSTAINABILITY EVEN FURTHER, INCLUDING A COMMITMENT TO ACHIEVING ZERO NET ENERGY ON ALL NEW HABITAT DEVELOPMENTS - ENSURING THAT HABITAT COMMUNITIES CONTRIBUTE MORE ENERGY THAN THEY CONSUME. WE LOOK AT OUR DEVELOPMENTS THROUGH A WHOLE-SYSTEMS APPROACH, CONSERVING ENERGY AND RESOURCES, PRIORITIZING THE HEALTH OF THE HOMEOWNER AND THE PLANET, AND ACHIEVING MAXIMUM IMPACT WITH MINIMUM FOOTPRINT.SUSTAINABLE BUSINESS - RESTORE: HABITAT OPERATES THREE RESTORES IN OAKLAND, CONCORD, AND SAN JOSE THAT ACCEPT DONATIONS OF QUALITY NEW AND USED HOME IMPROVEMENT GOODS AND SELL THEM TO THE PUBLIC AT DISCOUNTED PRICES. RESTORES ARE SUSTAINABLE FOR THE PLANET AND FOR HABITAT - DIVERTING OVER 5,000 TONS OF USABLE ITEMS FROM LANDFILL ANNUALLY, AND REINVESTING ALL PROCEEDS IN OUR WORK TO BRING AFFORDABLE HOMEOWNERSHIP, FINANCIAL WELLNESS, AND SECURE, SUPPORTIVE SHELTER WITHIN REACH OF MORE PEOPLE AND FAMILIES WITH LIMITED INCOMES.INVESTMENT IN IMPACT: AN INVESTMENT IN HABITAT IS AN INVESTMENT IN FAR MORE THAN WALLS AND WINDOWS. AS WE SAW IN A RECENT SOCIAL IMPACT STUDY, A HABITAT HOME PAYS SIGNIFICANT DIVIDENDS WHEN IT COMES TO FAMILIES' HEALTH, SAFETY, EDUCATION, FINANCIAL WELLNESS, COMMUNITY CONNECTIONS, AND MORE. OUR ECONOMIC IMPACT STUDY DEMONSTRATED THAT HABITAT'S WORK CREATES A RIPPLE EFFECT OF ECONOMIC ACTIVITY IN THE COMMUNITY, MANY TIMES ITS INITIAL INVESTMENT. OUR HOME PRESERVATION PROGRAM PROTECTS OUR AFFORDABLE HOUSING STOCK, STABILIZES AND BEAUTIFIES COMMUNITIES, AND MOST OF ALL, KEEPS LOW-INCOME HOMEOWNERS IN THEIR HOMES AND NEIGHBORHOODS. OUR HOUSING COUNSELING PROGRAM HELPS CLIENTS BUILD THE SKILLS AND HABITS THEY NEED TO TAKE ON THE RESPONSIBILITY OF HOMEOWNERSHIP SUCCESSFULLY AND ACHIEVE FINANCIAL WELLNESS.OUR EMERGENCY INTERIM HOUSING PROGRAM WIDENS OUR IMPACT EVEN FURTHER, PROVIDING INNOVATIVE AND EFFECTIVE SOLUTIONS TO THE HOMELESSNESS CRISIS. COMMUNITY SUPPORT:HABITAT DEPENDS ON COMMUNITY SUPPORT TO CREATE SUCH IMPACT. ALL OF OUR BUILDING EFFORTS AND EVERY PERSON AND FAMILY WE SERVE IS THE RESULT OF MANY HEARTS AND HANDS, VOLUNTEERING AND GIVING. WE WORK TO LEVERAGE EVERY GIFT OF TIME AND RESOURCES WITH RESPONSIBILITY, INTELLIGENCE, AND FOR MAXIMUM POSITIVE IMPACT. AWARDS AND DISTINCTIONS: WE'RE PROUD TO CONSISTENTLY EARN HIGH RATINGS ON CHARITY NAVIGATOR AND GUIDESTAR - FOR BEING RESPONSIBLE AND EFFECTIVE STEWARDS OF OUR DONORS' GENEROSITY. HABITAT FOR HUMANITY INTERNATIONAL HAS ALSO DESIGNATED OUR AFFILIATE AS AN "AFFILIATE OF DISTINCTION" IN RECOGNITION OF BEST PRACTICES IN AREAS LIKE SUSTAINABILITY, LEADERSHIP, INNOVATION, AND FINANCIAL STABILITY. 17618677 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 55 0 133 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X HABITAT FOR HUMANITY EAST BAYSILICON VALLEY 5102516304 2619 BROADWAY OAKLAND CA 94612 LARRY BRIGGS BOARD MEMBER 2.00 1.00 X 0 0 0 ROLAND TREVINO CHAIR 2.00 X X 0 0 0 DAVID BARRON TREASURER 2.00 1.00 X X 0 0 0 JONAS MOE VICE CHAIR 2.00 X X 0 0 0 KRISTIN LINCOLN SECRETARY 2.00 X X 0 0 0 MONA FOSTER WHITE OFFICER AT LARGE 2.00 X X 0 0 0 GARY KERSHNER BOARD MEMBER 2.00 X 0 0 0 JOHN BYRD BOARD MEMBER 2.00 X 0 0 0 RODGER MILLER BOARD MEMBER 2.00 X 0 0 0 PAMELA BROTHERTON-SEDANO BOARD MEMBER 2.00 X 0 0 0 SCOTT JONES BOARD MEMBER 2.00 X 0 0 0 VINCE SALINAS OFFICER AT LARGE 2.00 X X 0 0 0 GARRY FITSCHEN BOARD MEMBER 2.00 X 0 0 0 GREG PEDONE BOARD MEMBER 2.00 X 0 0 0 LAURA MCCARTHY BOARD MEMBER 2.00 X 0 0 0 LES POLTRACK BOARD MEMBER 2.00 X 0 0 0 SHANNON ADKINS BOARD MEMBER 2.00 X 0 0 0 JANICE E JENSEN PRESIDENT & CEO 40.00 1.00 X 311069 0 26747 JEAN BRIDGES COO & CFO 40.00 1.00 X 219304 0 19316 KRYSTA MORGENTHALER CHIEF DEV. OFFICER 40.00 X 195497 0 19242 KEVIN ELLIOTT CHIEF REAL ESTATE OFFICER 40.00 X 200742 0 24069 ROBERT SIMONDS DIRECTOR HOUSING DEVELOPMENT 40.00 X 131916 0 8033 CHRISTINE CHU CONTROLLER 40.00 X 145927 0 17343 KRISTI BASCOM SENIOR PROJECT MANAGER 40.00 X 119345 0 27899 LUCINDA O'SULLIVAN DIRECTOR HR & OPERATIONS 40.00 X 109713 0 25566 DOUGLAS RADIGAN DIRECTOR VOLUNTEER ENGAGEMENT 40.00 X 108364 0 6241 1541877 0 174456 13 0 1 0 RICK T HEFFERN DBA FAIRWAY PLUMBING 29568 UNION CITY BLVD UNION CITY CA 94587 CONSTRUCTION 171936 CROSS THE DIVIDE 309 VISTA TRUCHA NEWPORT BEACH CA 92660 INFORMATION TECHNOLOGY 149165 KENNETH KELLY DBA KELLY & SON 2112 COLFAX WAY ANTIOCH CA 94509 CONSTRUCTION 115275 WESTCORE ALPHA POPLAR LLC PO BOX 741444 LOS ANGELES CA 90074 CONSTRUCTION 112619 4 420301 2916095 10813791 5301278 14150187 GENERAL CONTRACTING REV 531390 10268076 10268076 NEW MARKET TAX CREDIT - AMORTIZAT 531390 471322 471322 SALES OF AFFORDABLE HOUSES 236000 412530 412530 OTHER INCOME 531390 249036 249036 MORTGAGE DISCOUNT AMORTIZATION 531390 185544 185544 39997 39997 11626505 78159 78159 351710 347321 4389 4389 4389 0 420301 205086 -205086 -205086 25654154 11626505 0 -122538 103561 103561 1015986 726536 172960 116490 6033487 4314567 1027134 691786 91681 65561 15608 10512 693357 495822 118036 79499 540555 386553 92023 61979 635599 543425 74230 17944 245425 229218 7244 8963 870363 847932 3355 19076 36908 28969 3780 4159 85577 85577 74135 41417 32718 138578 72631 65947 COST OF HOMES SOLD & GC 5330402 5330402 COST OF HOMES REPAIRED 2467602 2467602 MISCELLANEOUS 887296 642589 47585 197122 RESTORE COST OF SALES 309703 309703 1080591 1012189 37912 30490 20640806 17618677 1784109 1238020 2058918 1533722 1562651 2074567 2068403 10720348 260327 187560 14978751 14615264 9514649 17409141 261459 244700 928708 800462 198202 128246 2399160 2510407 33302520 49423955 1484752 7335096 1294349 1278003 7573395 11621694 688967 1815477 3434857 12167973 24358617 X 21058021 22982014 76526 2083324 21134547 25065338 33302520 49423955 X 5013348 92443 -1175000 0 X X 0 1 X 1 1 1 X 9967514 10251076 11275952 15618353 14150187 61263082 9967514 10251076 11275952 15618353 14150187 61263082 1769564 59493518 4562 28066 67128 80790 78159 258705 61521787 32217430 0.96700 0.99290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 37736 -170 372 37194 37503 601 368 37736 35259 2616 372 37503 31126 4463 330 35259 33099 -1661 312 31126 1.00000 1 0 364765 292671 72094 563943 507791 56152 128246 INTEREST PAYABLE 6556 LINE OF CREDIT 1637150 RELATED PARTY PAYABLE 1791151 3434857 X PART V, LINE 4: THE BOARD DESIGNATED FUND INTENDS TO USE INCOME FROM THE FUND AS AN OPERATING SOURCE FOR FUTURE HOUSING AND OTHER HABITAT PROJECTS. PART X, LINE 2: HEBSV BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. HEBSV'S FEDERAL AND STATE INFORMATION RETURNS FOR THE YEARS 2016 THROUGH 2019 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FEDERAL AND STATE, RESPECTIVELY. X X X X X X 1 HFHI CARS FOR HOMES 121 HABITAT ST AMERICUS GA 31709 VEHICLE DONATIONS 1 485588 183780 301808 BLUE STATE DIGITAL 41 FLATBUSH AVENUE 8TH FL BROOKLYN NY 11217 DIRECT MAIL PROCESSING 0 347530 32446 315084 ONE AND ALL 2549 SCOTT BLVD SANTA CLARA CA 95050 DIRECT MAIL PROCESSING 0 270041 211269 58772 THOMPSON HABIB DENISON INC 55 OLD BEDFORD ROAD SUITE 201 LINCOLN MA 01773 DIRECT MAIL PROCESSING 0 42390 10871 31519 1145549 438366 707183 WOMEN'S LEADERSHIP BUILD 143075 143075 CYCLE OF HOPE 277226 277226 205086 420301 420301 205086 205086 -205086 1 HABITAT FOR HUMANITY INTERNATIONAL INC 121 HABITAT STREET AMERICUS GA 31709 911914868 501(C)(3) 103561 TITHE TO SUPPORT INTERNATIONAL WORK OF HFHI. 1 PART I, LINE 2: HABITAT FOR HUMANITY INTERNATIONAL, INC. SENDS THE ORGANIZATION A REPORT ON HOW THE TITHE WAS DIRECTED. X X X X 0 0 0 0 0 0 0 0 0 JANICE E JENSEN PRESIDENT & CEO 311069 0 0 0 0 0 25813 0 934 0 337816 0 0 0 JEAN BRIDGES COO & CFO 219304 0 0 0 0 0 18245 0 1071 0 238620 0 0 0 KRYSTA MORGENTHALER CHIEF DEV. OFFICER 195497 0 0 0 0 0 19242 0 0 0 214739 0 0 0 KEVIN ELLIOTT CHIEF REAL ESTATE OFFICER 200742 0 0 0 0 0 20645 0 3424 0 224811 0 0 0 CHRISTINE CHU CONTROLLER 145927 0 0 0 0 0 9520 0 7823 0 163270 0 0 0 X 23 93568 FAIR MARKET VALUE X BLDG MATERIALS SUPPLIES 1057 5207710 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY THE AUDIT COMMITTEE. THE FULL BOARD ALSO REVIEWS AND COMMENTS BEFORE VOTING TO APPROVE UPON RECOMMENDATION FROM THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY STATEMENT AND CONFIRMATION OF COMPLIANCE IS SENT TO EACH DIRECTOR, OFFICER AND EMPLOYEE. EACH IS REQUIRED TO NOTE ANY POTENTIAL CONFLICT IN ACCORDANCE WITH POLICY GUIDELINES AND TO SIGN THE DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE DETERMINES THE COMPENSATION BASED ON COMPENSATION SURVEYS AND STUDIES AND THE FORM 990 OF OTHER ORGANIZATIONS. THE FULL BOARD APPROVES THE DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST THE ORGANIZATION WILL PROVIDE THIS INFORMATION. FORM 990, PART XII, LINE 2C THE OVERSIGHT PROCESS HAS NOT BEEN CHANGED FROM PRIOR YEAR. FORM 990, PART XI, LINE 8 THE PRIOR YEAR ADJUSTMENTS ARE DUE TO A RECLASSIFICATION FROM A LOAN TO A CONTRIBUTION. HABITAT FOR HUMANITY EAST BAY FUNDING COMPANY LLC 2619 BROADWAY NO 205 OAKLAND CA 94612 ACQUIRING AND HOLDING MORTGAGE LOANS ORIGINATED BY HEBSV CA 0 733529 HABITAT FOR HUMANITY EAST BAYSILICON VALLEY HABITAT FOR HUMANITY EAST BAY FUNDING COMPANY II LLC 2619 BROADWAY NO 205 OAKLAND CA 94612 ACQUIRING AND HOLDING MORTGAGE LOANS ORIGINATED BY HEBSV CA 0 1916497 HABITAT FOR HUMANITY EAST BAYSILICON VALLEY EBSV COMMUNITY DEVELOPMENT INC 2619 BROADWAY SUITE 200 OAKLAND CA 94612 812826561 SUPPORT OF AFFORDABLE HOUSING INITIATIVES IN CALIFORNIA CA 501(C)(3) LINE 12A, I HABITAT FOR HUMANITY EAST BAYSILICON VALLEY 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 EBSV COMMUNITY DEVELOPMENT INC E 375000 FAIR VALUE EBSV COMMUNITY DEVELOPMENT INC D 1164555 FAIR VALUE