2017-05-01T18:47:57-05:00 2016-06-30 941250261 LINDQUIST VON HUSEN & JOYCE LLP 90 NEW MONTGOMERY 11TH FLOOR SAN FRANCISCO CA 94105 990 2015-07-01 943053687 HABITAT FOR HUMANITY EAST BAY SILICON VALLEY HABI 5102516304 2619 BROADWAY NO 205 OAKLAND CA 94612 JANICE E JENSEN PRESIDENT/CEO 5102516304 2017-05-01 1 ALEXIS H WONG P00604756 4159579999 2015 2021-01-29 14:40:06Z JANICE E JENSEN 2619 BROADWAY NO 205 OAKLAND CA 94612 13772325 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. 18 18 95 6928 0 0 11158241 9967514 9059491 3637029 3362 -638 -13733 -20452 20207361 13583453 91925 96093 0 0 5138089 5896487 0 0 1064165 16480945 6789075 21710959 12781655 -1503598 801798 33234080 34502689 10335338 10788070 22898742 23714619 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 10055895 96093 3637029 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. WE ENVISIONS A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE. HABITAT EAST BAY/SILICON VALLEY IS PROUD TO BE CONSISTENTLY AWARDED CHARITY NAVIGATOR'S 4-STAR RATING, THE HIGHEST RATING POSSIBLE. WE ARE ALSO PROUD TO BE SELECTED AS AN "AFFILIATE OF DISTINCTION" BY HABITAT FOR HUMANITY INTERNATIONAL. IN RECOGNITION OF OUR PROGRAMMATIC STRENGTHS AND ACHIEVEMENTS, WE RECEIVED THE HONORED DESIGNATION FOR THE 2013-2015 TERM AND AGAIN FOR THE 2015-2017 TERM. AS THE LARGEST AFFILIATE IN NORTHERN CALIFORNIA, HABITAT EAST BAY/SILICON VALLEY HAS SERVED OVER 8,000 PEOPLE THROUGH DEVELOPING NEW HOME SUB-DIVISIONS, ACQUIRING AND RENOVATING FORECLOSED HOMES, REPAIRING OWNER-OCCUPIED HOMES IN TARGETED NEIGHBORHOODS, PROVIDING HOMEBUYER COUNSELING TO FIRST TIME HOMEOWNERS, AND BY SUPPORTING EFFORTS TO BUILD HOMES OVERSEAS. WE SERVE QUALIFIED LIMITED-INCOME FAMILIES WHO ARE SELECTED ON AN EQUAL OPPORTUNITY BASIS. AS PART OF OUR "HAND UP, NOT HAND OUT" PHILOSOPHY, EACH FAMILY CONTRIBUTES HUNDREDS OF HOURS OF VOLUNTEER LABOR OR "SWEAT EQUITY" TO THE CONSTRUCTION OF THEIR HOME. THEY THEN PURCHASE THE HOME THROUGH AN AFFORDABLE MORTGAGE AND PAYMENTS ARE REINVESTED TO HELP FUND THE CONSTRUCTION OF FUTURE HABITAT HOMES. THROUGH OUR PROGRAM, FAMILIES GAIN ECONOMIC STABILITY, SAFETY, AND A FOUNDATION UPON WHICH TO BUILD A BRIGHTER FUTURE FOR THEIR CHILDREN. HOMEBUYER COUNSELING PROGRAM:HABITAT EAST BAY/SILICON VALLEY OFFERS A HOMEBUYER COUNSELING PROGRAM THAT IS DESIGNED TO EMPOWER, EDUCATE AND EQUIP FAMILIES WITH THE TOOLS NEEDED TO ACHIEVE FINANCIAL LITERACY AND BECOME SUCCESSFUL HOMEOWNERS. THE PROGRAM IS A COMBINATION OF FINANCIAL COUNSELING AND EDUCATION COURSE WORK THAT FOCUSES ON MONEY MANAGEMENT, SAVINGS, CREDIT REPAIR, EMPLOYMENT, CONSUMER RIGHTS AND THE RESPONSIBILITIES OF HOMEOWNERSHIP. COMMUNITY INVESTMENT:THE COMMUNITY INVESTS IN OUR WORK WITH VOLUNTEER LABOR AND DONATED RESOURCES. THIS YEAR, NEARLY 7,000 VOLUNTEERS OF ALL TYPES AND TALENTS CONTRIBUTED OVER 80,000 HOURS TO OUR PROGRAMS, BUILDING HOMES AND WORKING BEHIND THE SCENES. EVERY DONATION, LARGE OR SMALL, CASH OR MATERIAL, IS USED EFFICIENTLY AND EFFECTIVELY. THIS MODEL CREATES A PARTNERSHIP BETWEEN FAMILIES, VOLUNTEERS, AND DONORS TO LEVERAGE RESOURCES AND MAXIMIZE RETURN ON INVESTMENT, RESULTING IN SAFE AND SUSTAINABLE HOMES AND NEIGHBORHOODS. SUSTAINABLE GREEN BUILDING:SINCE 2000, HABITAT EAST BAY/SILICON VALLEY HAS BUILT OUR HOMES TO RIGOROUS LOCAL, STATE, AND NATIONAL GREEN BUILDING STANDARDS, INCLUDING HOMES THAT EARNED LEED FOR HOMES - PLATINUM CERTIFICATION. WE BUILD GREEN THROUGH A WHOLE-SYSTEMS APPROACH, DESIGNING AND CONSTRUCTING HOMES THAT CONSERVE ENERGY, WATER, AND MATERIAL RESOURCES AND ARE MORE HEALTHY, SAFE, AND COMFORTABLE.SUSTAINABLE BUSINESS - THE RESTORE:HABITAT EAST BAY/SILICON VALLEY OPERATES FOUR RESTORES IN OAKLAND, CONCORD, SANTA CLARA, AND SAN JOSE THAT ACCEPT DONATIONS OF QUALITY NEW AND USED ITEMS AND SELL THEM TO THE PUBLIC AT DISCOUNTED PRICES. ALL PROCEEDS FUND OUR HABITAT HOMES AND WE DIVERT OVER 5,000 TONS OF USABLE ITEMS FROM LANDFILLS EACH YEAR. 10055895 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 95 1 0 0 0 0 0 0 0 0 0 1 0 X 18 18 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 JOHN NADLER CHAIR 2.00 X X 0 0 0 LARRY BRIGGS VICE CHAIR 2.00 1.00 X X 0 0 0 TOM MCBROOM TREASURER 2.00 X X 0 0 0 DAVID BARRON ASSISTANT TREASURER 2.00 1.00 X X 0 0 0 KRISTIN LINCOLN SECRETARY 2.00 X X 0 0 0 PAMELA BROTHERTON-SEDANO ASSISTANT SECRETARY 2.00 X X 0 0 0 KATE RUNDLE OFFICE AT LARGE 2.00 X X 0 0 0 BOB FRICK BOARD MEMBER 2.00 X 0 0 0 GARY ADDIEGO BOARD MEMBER 2.00 X 0 0 0 RODGER MILLER BOARD MEMBER 2.00 X 0 0 0 MONA FOSTER WHITE BOARD MEMBER 2.00 X 0 0 0 RAE COLUMBAGE BOARD MEMBER 2.00 X 0 0 0 ROLAND TREVINO BOARD MEMBER 2.00 X 0 0 0 TIM TEMPEL BOARD MEMBER 2.00 X 0 0 0 ANDY LAIHO BOARD MEMBER 2.00 X 0 0 0 BRET SEWELL BOARD MEMBER 2.00 X 0 0 0 JOHN BYRD 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 194353 0 12713 JAMES H OBENDORF SR. VICE-PRESIDENT & CFO 40.00 1.00 X 162372 0 6418 DOUGLAS B STIMPSON SR. V.P., REAL ESTATE DEV 40.00 X 148911 0 15743 KRYSTA MORGENTHALER SR VICE PRESIDENT,DEV&COMM 40.00 X 144795 0 13228 MARGOT HARRIGAN CORPORATE DEV. OFFICER 40.00 X 100201 0 12047 DIANA JUHLIN DIRECTOR, INDIVIDUAL & LEADERSHIP GIVING 40.00 X 106050 0 1257 856682 0 61406 6 0 1 0 HOWARDS GRADING & EXCAVATING PO BOX 890 CLAYTON CA 94517 EXCAVATING CONTRACTING 122861 CROSS THE DIVIDE 309 VISTA TRUCHA NEWPORT BEACH CA 92660 INFORMATION TECHNOLOGY 112512 2 67878 1154615 8745021 3686907 9967514 SALES OF AFFORDABLE HOUSES 236000 1970585 1970585 NEW MARKET TAX CREDIT - AMORTIZAT 531390 810959 810959 MORTGAGE DISCOUNT AMORTIZATION 531390 421912 421912 NEW MARKET TAX CREDIT - INVESTME 531390 245058 245058 OTHER INCOME 531390 188515 188515 3637029 4562 4562 163220 168420 -5200 -5200 -5200 0 67878 20452 -20452 -20452 13583453 3637029 0 -21090 96093 96093 406718 276454 80442 49822 4357882 2962133 861922 533827 114046 77519 22557 13970 702880 477761 139019 86100 314961 214085 62294 38582 7042 7042 596995 345951 211559 39485 235854 204510 16789 14555 684188 638327 22774 23087 79998 53252 22894 3852 9951 9951 66139 25091 41048 54809 17280 37529 COST OF HOMES SOLD 2807278 2807278 MISCELLANEOUS 623548 309669 82431 231448 PUBLIC RELATIONS 421935 420152 1783 NEW MARKET TAX CREDIT F 278364 278364 922974 844934 50386 27654 12781655 10055895 1661595 1064165 4642362 2966533 2455487 2445450 295381 691556 191963 178700 16330224 15940846 8729230 10848961 176028 703893 803785 558388 250942 245397 306333 162463 175020 33234080 34502689 1081045 620399 3054178 2243219 5995793 7114430 204322 810022 10335338 10788070 X 21488930 21599142 1409812 2115477 22898742 23714619 33234080 34502689 801798 14079 0 X X 0 1 X 1 1 1 X 17087043 8231047 9692356 11158241 9967514 56136201 17087043 8231047 9692356 11158241 9967514 56136201 332476 55803725 394165 1438 1511 3333 4562 405009 793126 793126 57334336 36162018 0.97330 0.97410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 33099 -1661 312 31126 34289 -693 497 33099 29265 5024 34289 27968 1512 215 29265 1.00000 1 0 235965 127128 108837 567820 431260 136560 245397 INTEREST PAYABLE 42262 LINE OF CREDIT 767760 810022 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 2012 THROUGH 2015 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 DATA MARKETING INC PO BOX 519 SANTA CLARA CA 95052 GENERAL DIRECT MAIL PROCESSING 0 257085 131852 125233 HFHI CARS FOR HOMES 121 HABITAT ST AMERICUS GA 31709 VEHICLE DONATIONS 1 138599 50448 88151 395684 182300 213384 BUILD-A-THON 67878 67878 7576 67878 67878 7576 7576 -7576 1 HABITAT FOR HUMANITY INTERNATIONAL INC 121 HABITAT STREET AMERICUS GA 31709 911914868 501(C)(3) 96093 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 194353 0 0 0 0 0 6890 0 5823 0 207066 0 0 0 JAMES H OBENDORF SR. VICE-PRESIDENT & CFO 162372 0 0 0 0 0 5998 0 420 0 168790 0 0 0 DOUGLAS B STIMPSON SR. V.P., REAL ESTATE DEV 148911 0 0 0 0 0 6133 0 9610 0 164654 0 0 0 KRYSTA MORGENTHALER SR VICE PRESIDENT,DEV&COMM 144795 0 0 0 0 0 5960 0 7268 0 158023 0 0 0 X 1 5118 FAIR MARKET VALUE X 15 153888 FAIR MARKET VALUE X BLDG MATERIALS SUPPLIES 6290 2939076 FAIR VALUE 8 0 1 0 PART I, COLUMN (B): PART I, COLUMN B REPORTS THE NUMBER OF ITEMS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11 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 793190 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 1908264 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 11B, II 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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