2020-07-14T12:49:15-05:00 2019-06-30 941250261 LINDQUIST VON HUSEN & JOYCE LLP 301 HOWARD STREET SUITE 850 SAN FRANCISCO CA 94105 990 2018-07-01 943053687 HABITAT FOR HUMANITY EAST BAY SILICON VALLEY HABI 5102516304 2619 BROADWAY NO 205 OAKLAND CA 94612 JANICE E JENSEN PRESIDENT/CEO 5102516304 2020-06-25 1 ALEXIS H WONG P00604756 4159579999 50.235.103.30 2020-07-14 10:49:01 PD P E7354C58FA2C131A6C347B63FEE32E87FA8FE9AE 4A0D6507213E3EE1F2334B16CCEFA1AE31094993 2018 2020-09-23 17:36:50Z JANICE E JENSEN 2619 BROADWAY NO 205 OAKLAND CA 94612 22763882 0 8545 X WWW.HABITATEBSV.ORG X 1987 CA HABITAT FOR HUMANITYBRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. 17 17 134 7654 0 0 11275952 15618353 4516728 6530151 81950 70126 -53027 -204104 15821603 22014526 68700 100000 0 0 6937164 8148210 0 0 1584196 10198669 15029659 17204533 23277869 -1382930 -1263343 38176553 33302520 15915091 12167973 22261462 21134547 X EVERYONE DESERVES A DECENT PLACE TO LIVE.BY CREATING, PRESERVING, AND EXPANDING ACCESS TO AFFORDABLE HOUSING,HABITAT PROVIDES THE OPPORTUNITY TO TRANSFORM LIVES AND GAIN THESTRENGTH,STABILITY,AND SELF-RELIANCE NEEDED TO BUILD A BETTER FUTURE. 0 0 19920327 100000 6530151 HABITAT FOR HUMANITY BUILDS NEW HOMES, PRESERVES AFFORDABLE HOUSINGWHERE IT STANDS, AND PREPARES MORE PEOPLE FOR HOMEOWNERSHIP THROUGHFINANCIAL COUNSELING AND EDUCATION.OUR INNOVATIVE MODEL BUILDS PARTNERSHIPS WITH FAMILIES WHO CONTRIBUTESWEAT EQUITY, VOLUNTEERS WHO GIVE THEIR TIME, AND DONORS WHO CONTRIBUTEFINANCIALLY. WE REINVEST MORTGAGE PAYMENTS AND LEVERAGE DONOR DOLLARSTO MAXIMIZE OUR IMPACT. FAMILIES GAIN ECONOMIC STABILITY AND BUILD AFOUNDATION FOR THE FUTURE.FOR THEMSELVES, THEIR CHILDREN, ANDGENERATIONS TO COME. THROUGH OUR PROGRAMS AND SERVICES, WE HAVESERVED OVER 10,000 PEOPLE IN OUR 33-YEAR HISTORY.IN ONE OF THE WORLD'S TOUGHEST HOUSING MARKETS, WE MAKE IT POSSIBLE FOR FAMILIES TO BUILD STRENGTH, STABILITY, AND SELF-RELIANCE THROUGH AFFORDABLE HOMEOWNERSHIP.WHO WE SERVE:WE SERVE PEOPLE AND FAMILIES WITH LIMITED INCOMES, THOSE 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. OUR HOME PRESERVATION PROGRAM KEEPS HOMEOWNERS IN THEIR HOMES AND BEAUTIFIES THEIR COMMUNITIES BY BRINGING IMPORTANT REPAIRS AND MODIFICATIONS WITHIN REACH. HOUSING COUNSELING HELPS CLIENTS BUILD THE SKILLS AND HABITS THEY NEED TO TAKE ON THE RESPONSIBILITY OF HOMEOWNERSHIP SUCCESSFULLY.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. THE IMPACT EXTENDS WELL BEYOND A FAMILY'S DOORSTEP, AS OUR ECONOMIC IMPACT STUDY DEMONSTRATES. HABITAT'S WORK CREATES A RIPPLE EFFECT OF ECONOMIC ACTIVITY IN THE COMMUNITY, MANY TIMES ITS INITIAL INVESTMENT.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 US AS AN AFFILIATE OF DISTINCTION, IN RECOGNITION OF BEST PRACTICES IN AREAS LIKE SUSTAINABILITY, LEADERSHIP, INNOVATION, AND FINANCIAL STABILITY.HOUSING COUNSELING PROGRAM:OUR HUD-APPROVED HOUSING COUNSELING PROGRAM EMPOWERS CLIENTS TO BUILD STRONGER FINANCIAL HEALTH AND HABITS THAT PREPARE THEM TO BE SUCCESSFUL HOMEOWNERS. THROUGH ONE-ON-ONE COUNSELING, FINANCIAL EDUCATIONWORKSHOPS, AND FIRST-TIME HOMEBUYER CLASSES, HOUSING COUNSELING OFFERS SKILLS IN MONEY MANAGEMENT, CREDIT REPAIR, AND MORE.COMMUNITY INVESTMENT:HABITAT DEPENDS ON A COMMUNITY OF SUPPORT. EACH HABITAT HOME BUILT OR RENOVATED, EACH HABITAT FAMILY SERVED,IS THE WORK OF MANY HANDS AND HEARTS. OUR COMMUNITY INVESTS IN HABITAT THROUGH VOLUNTEERISM AND GIVING. WE WORK TO ENSURE EVERY GIFT OF TIME AND RESOURCES IS LEVERAGED RESPONSIBLY, EFFECTIVELY, AND INTELLIGENTLY, SO THAT WE CAN MAKE AFFORDABLE HOMEOWNERSHIP AND STRONGER COMMUNITIES POSSIBLE FOR MORE PEOPLE AND FAMILIES.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 BRINGING ALL NEW HABITAT DEVELOPMENTS TO NET ZERO ENERGY COMPLIANCE AHEAD OF THE STATE'S SCHEDULED GOAL. WE LOOK AT OUR DEVELOPMENTS THROUGH A WHOLE-SYSTEMS APPROACH, CONSERVING ENERGY AND RESOURCES, PRIORITIZING THE HEALTH OF THE HOMEOWNER AND THE COMMUNITY, 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 NEARLY 5,000 TONS OF USABLE ITEMS FROM LANDFILL ANNUALLY, AND REINVESTING ALL PROCEEDS IN OUR WORK TO BRING AFFORDABLE HOMEOWNERSHIP WITHIN REACH OF FAMILIES WITH LIMITED INCOMES. 19920327 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 49 0 134 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 1 1 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 BRET SEWELL MEMBER AT LARGE 2.00 X X 0 0 0 BOB FRICK BOARD MEMBER 2.00 X 0 0 0 GARY KERSHNER BOARD MEMBER 2.00 X 0 0 0 JEFF RADEMANN 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 TIM TEMPEL 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 232861 0 25674 JAMES H OBENDORF COO & CFO 40.00 1.00 X 184256 0 18456 KRYSTA MORGENTHALER CHIEF DEV. OFFICER 40.00 X 171957 0 7982 KEVIN ELLIOTT CHIEF REAL ESTATE OFFICER 40.00 X 164242 0 25446 HAMID TAEB HOUSING DEVELOPMENT DIR 40.00 X 133269 0 7448 CHRISTINE CHU CONTROLLER 40.00 X 106297 0 28830 FRANK ATKINS DIR OF RETAIL OPERATIONS 40.00 X 100974 0 17952 1093856 0 131788 7 0 1 0 MELVIS YOUHARI MELGAR DBA MELGAR HEATING 2123 BERING DRIVE SUITE A SAN JOSE CA 95131 CONSTRUCTION 156500 CROSS THE DIVIDE 309 VISTA TRUCHA NEWPORT BEACH CA 92660 INFORMATION TECHNOLOGY 140185 HAMID PIROUZ DBA HP CONSTRUCTION SERVICE 9000 CROW CANYON RD SUITE 213 DANVILLE CA 94506 CONSTRUCTION 115875 JOHN REESE 18275 BOLLINGER CANYON RD SAN RAMON CA 94583 CONSTRUCTION 110864 WILLIAM RANSE GALE DBA RANSE GALE CONSTR 13631 MONTFORT RD HERALD CA 95638 CONSTRUCTION 102615 5 378753 1258305 13981295 3460282 15618353 SALES OF AFFORDABLE HOUSES 236000 5035105 5035105 OTHER INCOME 531390 475169 475169 MORTGAGE DISCOUNT AMORTIZATION 531390 363797 363797 GENERAL CONTRACTING REV 531390 352448 352448 NEW MARKET TAX CREDIT - AMORTIZAT 531390 206718 206718 96914 96914 6530151 80790 80790 534588 545252 -10664 -10664 -10664 0 378753 204104 -204104 -204104 22014526 6530151 0 -133978 100000 100000 900684 619030 156623 125031 5877372 4039445 1022040 815887 88077 60534 15316 12227 753215 517675 130980 104560 528862 363480 91966 73416 9999 9999 652110 543453 79111 29546 251914 229015 10883 12016 983708 934814 18426 30468 58517 42745 12262 3510 28194 28194 99187 45169 54018 116972 70742 46230 COST OF HOMES SOLD 7991844 7991844 COST OF HOMES REPAIRED 1987866 1987866 MISCELLANEOUS 974068 581282 57875 334911 RESTORE COST OF SALES 505196 505196 1370084 1278038 49422 42624 23277869 19920327 1773346 1584196 2846382 2058918 1400959 1562651 1643451 2068403 249465 260327 15160284 14978751 14023838 9514649 233444 261459 923230 725028 241565 198202 2377165 2399160 38176553 33302520 1373253 1484752 2615034 1294349 11053089 7573395 873715 1815477 15915091 12167973 X 21871828 21058021 389634 76526 22261462 21134547 38176553 33302520 -1263343 107314 29114 0 X X 0 1 X 1 1 1 X 11158241 9967514 10251076 11275952 15618353 58271136 11158241 9967514 10251076 11275952 15618353 58271136 230900 58040236 3333 4562 28066 67128 80790 183879 58455015 29650396 0.99290 0.98750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 37503 601 368 37736 35259 2616 372 37503 31126 4463 330 35259 33099 -1661 312 31126 34289 -693 497 33099 1.00000 1 0 363275 247562 115713 559955 477466 82489 198202 INTEREST PAYABLE 15477 LINE OF CREDIT 1800000 1815477 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 2015 THROUGH 2018 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 360105 141992 218113 ALMADEN PRESS 2549 SCOTT BLVD SANTA CLARA CA 95050 GENERAL DIRECT MAIL PROCESSING 0 238723 107683 131040 598828 249675 349153 BUILD-A-THON 142145 142145 1208 CYCLE OF HOPE 236608 236608 200619 378753 378753 201827 201827 -201827 1 HABITAT FOR HUMANITY INTERNATIONAL INC 121 HABITAT STREET AMERICUS GA 31709 911914868 501(C)(3) 100000 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 232861 0 0 0 0 0 17502 0 8172 0 258535 0 0 0 JAMES H OBENDORF COO & CFO 184256 0 0 0 0 0 13016 0 5440 0 202712 0 0 0 KRYSTA MORGENTHALER CHIEF DEV. OFFICER 171957 0 0 0 0 0 7420 0 562 0 179939 0 0 0 KEVIN ELLIOTT CHIEF REAL ESTATE OFFICER 164242 0 0 0 0 0 15222 0 10224 0 189688 0 0 0 X 15 118394 FAIR MARKET VALUE X BLDG MATERIALS SUPPLIES 1240 3341888 FAIR VALUE 1 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. 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 890050 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 2379881 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 LCD NMF LEVERAGE LENDER XI LLC 1712 DEER CREEK LANE SAINT LOUIS MO 63124 453833147 PROVIDE FINANCING FOR HFHEBSV'S EQUITY INVESTMENT IN COMMUNITY DEV. ENTITY MO HABITAT FOR HUMANITY EAST BAYSILICON VALLEY RELATED 1490494 0 0 0.99000 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 EBSV COMMUNITY DEVELOPMENT INC E 1475156 FAIR VALUE