2019-05-13T14:30:47-05:00 2018-06-30 941250261 LINDQUIST VON HUSEN & JOYCE LLP 90 NEW MONTGOMERY 11TH FLOOR SAN FRANCISCO CA 94105 990 2017-07-01 943053687 HABITAT FOR HUMANITY EAST BAY SILICON VALLEY HABI 5102516304 2619 BROADWAY NO 205 OAKLAND CA 94612 JANICE E JENSEN PRESIDENT/CEO 5102516304 2019-05-10 1 ALEXIS H WONG P00604756 4159579999 208.185.144.202 2019-05-13 12:30:35 PD P 8F3CC105CC56221F51368DD5AC5F8DCE0424014A 5580CBDCB165DDBCCDEF28F3F899EECA018E51FA 2017 2019-02-21 02:37:17Z JANICE E JENSEN 2619 BROADWAY NO 205 OAKLAND CA 94612 16243543 0 8545 X WWW.HABITATEBSV.ORG X 1987 CA HABITAT FOR HUMANITY EAST BAY/SILICON VALLEY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES, AND HOPE. WE REVITALIZE NEIGHBORHOODS, BUILD AFFORDABLE AND SUSTAINABLE HOUSING SOLUTIONS, AND EMPOWER FAMILIES THROUGH SUCCESSFUL HOMEOWNERSHIP. 16 16 118 8104 0 0 10251076 11275952 5928887 4516728 22459 81950 -17981 -53027 16184441 15821603 95200 68700 0 0 6509143 6937164 0 0 1211844 9609431 10198669 16213774 17204533 -29333 -1382930 36564653 38176553 12894494 15915091 23670159 22261462 X HABITAT FOR HUMANITY EAST BAY/SILICON VALLEY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES, AND HOPE. WE REVITALIZE NEIGHBORHOODS, BUILD AFFORDABLE AND SUSTAINABLE HOUSING SOLUTIONS, AND EMPOWER FAMILIES THROUGH SUCCESSFUL HOMEOWNERSHIP. SINCE 1986, WE HAVE PARTNERED WITH VOLUNTEERS, THE COMMUNITY, AND QUALIFIED FAMILIES WITH LIMITED INCOMES TO STRENGTHEN COMMUNITIES IN ALAMEDA, CONTRA COSTA, AND SANTA CLARA COUNTIES. 0 0 14308416 68700 4509661 HABITAT FOR HUMANITY EAST BAY/SILICON VALLEY BELIEVES IN A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE. 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. WITH THE SUPPORT OF OUR DONORS, VOLUNTEERS, AND PARTNERS, WE CREATE NEW AFFORDABLE OWNERSHIP HOUSING, PRESERVE THAT HOUSING WHERE IT EXISTS, AND PREPARE MORE PEOPLE FOR HOMEOWNERSHIP THROUGH FINANCIAL COUNSELING AND EDUCATION. THROUGH OUR WORK IN ALAMEDA, CONTRA COSTA, AND SANTA CLARA COUNTIES, ALONG WITH OUR GLOBAL INVESTMENT, WE HAVE SERVED OVER 9,000 PEOPLE IN OUR 32-YEAR HISTORY. 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: HABITAT EAST BAY/SILICON VALLEY CONSISTENTLY EARNS CHARITY NAVIGATOR'S 4-STAR RATING - THE GIVING PORTAL'S HIGHEST STANDARD - FOR BEING RESPONSIBLE AND EFFECTIVE STEWARDS OF OUR DONORS' GENEROSITY. HABITAT FOR HUMANITY INTERNATIONAL HAS ALSO DESIGNATED US AS AN AFFILIATE OF DISTINCTION EACH YEAR SINCE THE PROGRAM'S INCEPTION, IN RECOGNITION OF BEST PRACTICES IN AREAS LIKE SUSTAINABILITY, LEADERSHIP, INNOVATION, AND FINANCIAL STABILITY. HOUSING COUNSELING PROGRAM: OUR HUD-CERTIFIED 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 EDUCATION WORKSHOPS, 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.SUSTAINABLE GREEN BUILDING: SINCE 2000, HABITAT EAST BAY/SILICON VALLEY 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 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 EAST BAY/SILICON VALLEY 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. MISSION: HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. 14308416 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 58 0 118 1 0 0 0 0 0 0 0 0 0 0 X 16 16 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 CHAIR 2.00 1.00 X X 0 0 0 ROLAND TREVINO VICE CHAIR 2.00 X X 0 0 0 DAVID BARRON TREASURER 2.00 1.00 X X 0 0 0 JONAS MOE ASSISTANT TREASURER 2.00 X X 0 0 0 KRISTIN LINCOLN SECRETARY 2.00 X X 0 0 0 MONA FOSTER WHITE ASSISTANT SECRETARY 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 BOARD MEMBER 2.00 X 0 0 0 JANICE E JENSEN PRESIDENT & CEO 40.00 1.00 X 222583 0 29433 JAMES H OBENDORF COO & CFO 40.00 1.00 X 189235 0 23456 KRYSTA MORGENTHALER V.P.& CHIEF DEV. OFFICER 40.00 X 163788 0 11805 KEVIN ELLIOTT CORPORATE DEV. OFFICER 40.00 X 162133 0 13701 HAMID TAEB DIR OF REAL ESTATE DEV. 40.00 X 131950 0 0 CHRISTINE CHU CONTROLLER 40.00 X 117130 0 16347 ERIN OTOOLE DIR OF MARKETING & COMMUNICATIONS 40.00 X 110667 0 10597 1097486 0 105339 11 0 1 0 HAMID PIROUZ DBA HP CONSTRUCTION SERVICE 9000 CROW CANYON RD SUITE 213 DANVILLE CA 94506 CONSTRUCTION 260510 JOSE COVARRUBIAZ DBA JOE'S CONCRETE 2621 OTHELLO AVENUE SAN JOSE CA 95122 CONSTRUCTION 197221 MELVIS YOUHARI MELGAR DBA MELGAR HEATING 2123 BERING DRIVE SUITE A SAN JOSE CA 95131 CONSTRUCTION 145400 WILLIAM RANSE GALE DBA RANSE GALE CONSTR 13631 MONTFORT RD HERALD CA 95638 CONSTRUCTION 127430 CROSS THE DIVIDE 309 VISTA TRUCHA NEWPORT BEACH CA 92660 INFORMATION TECHNOLOGY 122989 5 157186 1833490 9285276 3885258 11275952 SALES OF AFFORDABLE HOUSES 236000 2320800 2320800 GENERAL CONTRACTING REV 531390 1097839 1097839 NEW MARKET TAX CREDIT - AMORTIZAT 531390 487396 487396 MORTGAGE DISCOUNT AMORTIZATION 531390 434663 434663 OTHER INCOME 531390 121112 121112 54918 54918 4516728 67128 67128 383735 368913 14822 14822 14822 0 157186 53027 -53027 -53027 15821603 4516728 0 28923 68700 68700 459843 333262 74978 51603 5275426 3823255 860169 592002 105455 76426 17195 11834 683682 495484 111476 76722 412758 299138 67301 46319 13611 13611 594920 369647 151055 74218 246263 219895 15503 10865 1015949 985981 13763 16205 48792 31622 15403 1767 93213 93213 95100 40312 54788 75290 42241 33049 COST OF HOMES SOLD 4280091 4280091 COST OF HOMES REPAIRED 1291531 1291531 MISCELLANEOUS 629603 201089 127683 300831 RESTORE COST OF SALES 404756 404756 1409550 1331375 48697 29478 17204533 14308416 1684273 1211844 1305116 2846382 2302577 1400959 826095 1643451 152902 249465 15456609 15160284 13379124 14023838 434786 233444 867406 625841 272318 241565 2435126 2377165 36564653 38176553 652026 1373253 1492259 2615034 10258368 11053089 491841 873715 12894494 15915091 X 21161392 21871828 2508767 389634 23670159 22261462 36564653 38176553 -1382930 -25767 0 X X 0 1 X 1 1 1 X 9692356 11158241 9967514 10251076 11275952 52345139 9692356 11158241 9967514 10251076 11275952 52345139 549360 51795779 1511 3333 4562 28066 67128 104600 52449739 29047208 0.98750 0.97810 X 0 0 35259 2616 372 37503 31126 4463 330 35259 33099 -1661 312 31126 34289 -693 497 33099 29265 5024 34289 1.00000 1 0 339572 194589 144983 527834 431252 96582 241565 INTEREST PAYABLE 15384 LINE OF CREDIT 810568 RELATED PARTY PAYABLE 47763 873715 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 2014 THROUGH 2017 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 ALMADEN PRESS 2549 SCOTT BLVD SANTA CLARA CA 95050 GENERAL DIRECT MAIL PROCESSING 0 203388 100999 102389 HFHI CARS FOR HOMES 121 HABITAT ST AMERICUS GA 31709 VEHICLE DONATIONS 1 175372 72325 103047 378760 173324 205436 BUILD-A-THON 157186 157186 6876 157186 157186 6876 6876 -6876 1 HABITAT FOR HUMANITY INTERNATIONAL INC 121 HABITAT STREET AMERICUS GA 31709 911914868 501(C)(3) 68700 TITHE TO SUPPORT INTERNATIONAL WORK OF HFHI. 1 0 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 222583 0 0 0 0 0 23000 0 6433 0 252016 0 0 0 JAMES H OBENDORF COO & CFO 189235 0 0 0 0 0 23000 0 456 0 212691 0 0 0 KRYSTA MORGENTHALER V.P.& CHIEF DEV. OFFICER 163788 0 0 0 0 0 10780 0 1025 0 175593 0 0 0 KEVIN ELLIOTT CORPORATE DEV. OFFICER 162133 0 0 0 0 0 3104 0 10597 0 175834 0 0 0 X 19 155746 FAIR MARKET VALUE X BLDG MATERIALS SUPPLIES 641 3254512 FAIR VALUE X DEBT FORGIVENESS 2 475000 BOOK VALUE 3 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 855591 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 2281374 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 HABITAT FOR HUMANITY INTERNATIONAL - SA LEVERAGE IV LLC 201 ST CHARLES AVENUE STE 4400 NEW ORLEANS LA 70170 272122787 PROVIDE FINANCING FOR HFHEBSV'S EQUITY INVESTMENT IN COMMUNITY DEV. 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