2015-05-11T16:04:41-05:00 2014-06-30 941250261 LINDQUIST VON HUSEN & JOYCE LLP 90 NEW MONTGOMERY 11TH FLOOR SAN FRANCISCO CA 94105 990 2013-07-01 943053687 HABITAT FOR HUMANITY EAST BAY SILICON VALLEY HABI 5102516304 2619 BROADWAY NO 205 OAKLAND CA 94612 JANICE E JENSEN PRESIDENT & CEO 5102516304 2015-05-11 ALEXIS H WONG P00604756 4159579999 2013 2016-03-07 17:11:31Z JANICE E JENSEN 2619 BROADWAY NO 205 OAKLAND CA 94612 15658739 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. 17 17 88 8393 0 0 8231047 9692356 6293095 5924456 -42021 4242 -94465 -326090 14387656 15294964 122877 32623 0 0 4686649 5187955 88145 0 1015815 8892300 10018320 13789971 15238898 597685 56066 38325241 40505222 13982747 16102818 24342494 24402404 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. HABITAT EAST BAY/SILICON VALLEY ENVISIONS SIMPLE, DECENT, AFFORDABLE HOMES IN SAFE NEIGHBORHOODS FOR ALL FAMILIES. 0 0 12389612 32623 5926963 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. HABITAT EAST BAY/SILICON VALLEY ENVISIONS SIMPLE, DECENT, AFFORDABLE HOMES IN SAFE NEIGHBORHOODS FOR ALL FAMILIES. 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 6,000 PEOPLE THROUGH DEVELOPING NEW HOME SUB-DIVISIONS, ACQUIRING AND RENOVATING FORECLOSED HOMES, REPAIRING OWNER-OCCUPIED HOMES IN TARGETED NEIGHBORHOODS, AND PROVIDING HOMEBUYER COUNSELING TO FIRST TIME HOMEOWNERS. 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 AND THEN PURCHASES THE HOME THROUGH A NO PROFIT MORTGAGE. MORTGAGE 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, MORE THAN 8,000 VOLUNTEERS OF ALL TYPES AND TALENTS CONTRIBUTED OVER 100,000 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 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 THREE RESTORES IN OAKLAND 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 3,000 TONS OF USABLE ITEMS FROM LANDFILLS EACH YEAR. 12389612 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 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 1 102 0 88 1 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 THE ORGANIZATION 5102516304 2619 BROADWAY OAKLAND CA 94612 JOHN BYRD CHAIR 2.00 0.00 X X 0 0 0 JOHN NADLER VICE CHAIR 2.00 0.00 X X 0 0 0 TOM MCBROOM TREASURER 2.00 0.00 X X 0 0 0 BOB FRICK ASSISTANT SECRETARY 2.00 0.00 X X 0 0 0 KRISTIN LINCOLN SECRETARY 2.00 0.00 X X 0 0 0 ALBERT BELTRAN JR ASSISTANT SECRETARY 2.00 0.00 X X 0 0 0 KEN PETERSEN OFFICER AT LARGE 2.00 0.00 X X 0 0 0 JOANNE MCDONOUGH BOARD MEMBER 2.00 0.00 X 0 0 0 KATE RUNDLE BOARD MEMBER 2.00 0.00 X 0 0 0 MONA FOSTER WHITE BOARD MEMBER 2.00 0.00 X 0 0 0 NICOLE KATONA BOARD MEMBER 2.00 0.00 X 0 0 0 PAM BROTHERTON-SEDANO BOARD MEMBER 2.00 0.00 X 0 0 0 RAE COLUMBAGE BOARD MEMBER 2.00 0.00 X 0 0 0 TONY HURST BOARD MEMBER 2.00 0.00 X 0 0 0 TIM TEMPEL BOARD MEMBER 2.00 0.00 X 0 0 0 GARY ADDIEGO BOARD MEMBER 2.00 0.00 X 0 0 0 TRACY LAUTH BOARD MEMBER 2.00 0.00 X 0 0 0 JANICE E JENSEN PRESIDENT & CEO 40.00 0.00 X 179942 0 20078 JAMES H OBENDORF VICE-PRESIDENT & CFO 40.00 0.00 X 157616 0 6725 KRYSTA MORGENTHALER VICE PRESIDENT, DEVELOPMEN 40.00 0.00 X 116153 0 8912 HANS REUVEKAMP VICE PRESIDENT, CONSTRUCTI 40.00 0.00 X 101511 0 24450 DOUGLAS B STIMPSON VICE PRESIDENT, REAL ESTAT 40.00 0.00 X 102270 0 20829 657492 0 80994 5 0 1 0 DR LEMINGS PO BOX 2173 COCORD CA 94521 GENERAL ENGINEERING CONTRACTING 210682 ALL TRADES COOP CO ROBERT PIPKINS 6625 YELLOW STONE CIRCLE DISCOVERY BAY CA 94519 BUILDING CONTRACTING 181250 CROSS THE DIVIDEVIRTUAL OFFICE TECHNOLO 2329 OAK ST BERKELEY CA 94708 INFORMATION TECHNOLOGY 112679 HOWARDS GRADING & EXCAVATING PO BOX 890 CLAYTON CA 94517 EXCAVATING CONTRACTING 103984 4 1028223 2278172 6385961 3223653 9692356 SALES OF AFFORDABLE HOUSES 236000 4332107 4332107 NEW MARKET TAX CREDIT - AMORTIZAT 531390 810959 810959 MORTGAGE DISCOUNT AMORTIZATION 531390 364728 364728 NEW MARKET TAX CREDIT - INVESTME 531390 245006 245006 OTHER INCOME 531390 171656 171656 5924456 1511 1511 40016 400 39792 -2107 224 2507 2731 2507 224 0 1028223 326090 -326090 -326090 15294964 5926963 0 -324355 32623 32623 389963 270998 85157 33808 3688724 2563406 805518 319800 98611 68528 21534 8549 719737 500165 157172 62400 290920 202169 63529 25222 16073 16073 61102 61102 418908 186909 149891 82108 202798 122303 65928 14567 294189 233072 39527 21590 71893 45962 19924 6007 26903 26903 39825 9136 30689 79326 31499 47827 COST OF HOMES SOLD 6328850 6328850 MORTGAGE DISCOUNT EXPEN 691986 691986 MISCELLANEOUS 527799 215258 123029 189512 NEW MARKET TAX CREDIT F 269352 127191 142161 989316 682382 54682 252252 15238898 12389612 1833471 1015815 3062075 2316490 3981231 3848446 1195039 1460374 257473 322040 14893867 15177790 14554874 16922737 127912 163907 605563 447982 99158 157581 153612 135857 38325241 40505222 1518447 780488 3685678 3865136 8406315 10784566 372307 672628 13982747 16102818 X 23406742 23405564 935752 996840 24342494 24402404 38325241 40505222 56066 3844 0 X X 0 1 X 1 1 1 X 6071639 19984146 17087043 8231047 9692356 61066231 6071639 19984146 17087043 8231047 9692356 61066231 280517 60785714 5869 16392 394165 1438 1511 419375 71911 548484 793126 1413521 62899127 32426608 0.96640 0.96010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 0 1 1 27145 0 1 52057 79202 0 PART II-B, LINE 1: MISCELLANEOUS: 472 CONSULTANTS: 42,771 LOBBY DAY MEETINGS: 8,814 29265 5024 34289 27968 1512 215 29265 1.00000 0 0 108263 90992 17271 497300 356990 140310 157581 INTEREST PAYABLE 60251 LINE OF CREDIT 612377 672628 X 15404962 3844 106154 109998 15294964 0 15294964 15345052 106154 106154 15238898 0 15238898 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 2010 THROUGH 2013 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 WINSLOW & ASSOCIATES 746 HAYES ST SAN FRANCISCO CA 94102 FUNDRAISING EVENTS 0 871878 194069 677809 DATA MARKETING INC PO BOX 519 SANTA CLARA CA 95052 GENERAL DIRECT MAIL PROCESSING 0 327556 90502 237054 HABITAT FOR HUMANITY'S CARS FOR HOMES PROGRAM 121 HABITAT ST AMERICUS GA 31709 VEHICLE DONATIONS 1 122648 50016 72632 1322082 334587 987495 BUILD-A-THON/BUILD-UP 1028223 1028223 33500 281940 ANNUAL EVENT 1028223 1028223 33500 281940 315440 -315440 1 HABITAT FOR HUMANITY INTERNATIONAL INC 121 HABITAT STREET AMERICUS GA 31709 911914868 501(C)(3) 32623 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 174942 0 5000 0 0 0 7290 0 12788 0 200020 0 0 0 JAMES H OBENDORF VICE-PRESIDENT & CFO 157616 0 0 0 0 0 6065 0 660 0 164341 0 0 0 X 11 38751 FAIR MARKET VALUE X BLDG MATERIAL 2881 1609195 FAIR VALUE X LAND 1 250000 APPRAISED VALUE 40 0 1 0 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 730989 HABITAT FOR HUMANITY EAST BAYSILICON VALLEY HABITAT FOR HUMANITY EAST BAY FUNDING COMPANY II LLC 2619 BROADWAY OAKLAND CA 94612 ACQUIRING AND HOLDING MORTGAGE LOANS ORIGINATED BY HEBSV CA 0 1907006 HABITAT FOR HUMANITY EAST BAYSILICON VALLEY 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. ENTITY LA HABITAT FOR HUMANITY EAST BAYSILICON VALLEY RELATED 242620 12310170 0 0 0.71430 HABITAT FOR HUMANITY INTERNATIONAL - SA LEVERAGE VI LLC 201 SAINT CHARLES AVE STE 4400 NEW ORLEANS LA 70170 272882134 PROVIDE FINANCING FOR HFHEBSV'S EQUITY INVESTMENT IN COMMUNITY DEV. ENTITY LA N/A RELATED 150873 5605314 0 0 0.28070 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 199535 7701461 0 0 0.99000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0