2022-11-15T18:16:00-06:00 2021-12-31 720870824 WEGMANN DAZET APC 111 VETERANS BLVD SUITE 800 METAIRIE LA 70005 990 2021-01-01 262189665 THE ST BERNARD PROJECT INC STBE 5043029329 2645 TOULOUSE STREET NEW ORLEANS LA 70119 ZACK ROSENBURG CHIEF EXECUTIVE OFFICER 5043029329 2022-11-15 1 ZACK ROSENBURG 999009999 THOMAS R LAINE P02354161 5048378844 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z SBP INC ZACK ROSENBURG 2645 TOULOUSE STREET NEW ORLEANS LA 70119 43199499 0 X WWW.SBPUSA.ORG X 2008 LA SHRINKING TIME BETWEEN DISASTER AND RECOVERY BY CREATING HOUSING OPPORTUNITIES SO THAT DISASTER SURVIVORS CAN RETURN TO THEIR HOMES AND COMMUNITIES. 17 16 307 11912 0 0 31795838 35283802 1668232 1552317 340573 465122 157379 368329 33962022 37669570 4065907 2618867 0 0 8730780 7987763 0 0 479345 17884427 21933004 30681114 32539634 3280908 5129936 32559680 36289944 4975199 3691425 27584481 32598519 SHRINKING TIME BETWEEN DISASTER AND RECOVERY BY ENSURING THAT DISASTER-IMPACTED COMMUNITIES RECOVER IN A PROMPT, EFFICIENT AND PREDICTABLE WAY. 0 0 24960985 1651547 1088347 REBUILDING PROGRAM - REBUILD HOMES FOR SENIOR CITIZENS, PEOPLE WITH DISABILITIES AND FAMILIES WITH CHILDREN WHO CANNOT AFFORD TO HAVE THEIR HOMES REBUILT BY CONTRACTORS. THE ORGANIZATION HAS CURRENTLY REBUILT APPROXIMATELY 476 HOMES. 1304101 103970 OPPORTUNITY HOUSING - CREATE AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES FOR RESIDENTS TARGETED BETWEEN 50% AND 80%, BUT UP TO 120%, OF ANNUAL MEDIAN INCOME, WHILE REHABILITATING BLIGHTED PROPERTIES AND STRENGTHENING NEIGHBORHOODS. 2221453 967320 DISASTER RECOVERY LAB - ENSURE THAT DISASTER-IMPACTED CITIZENS AND COMMUNITIES RECOVER IN A PROMPT, EFFICIENT AND PREDICTABLE MANNER. THROUGH DISASTER RECOVERY LAB, ST. BERNARD PROJECT WORKS TO SHARE LESSONS LEARNED, PREVENT COMMON BARRIERS TO RECOVERY AND HELP COMMUNITIES UTILIZE ST. BERNARD PROJECT'S STANDARDIZED, REPEATABLE AND PROVEN-EFFECTIVE MODEL FOR RECOVERY. 28486539 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 135 0 1 307 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 LA X X DON MEAZELL 5043029329 2645 TOULOUSE STREET NEW ORLEANS LA 70119 ZACK ROSENBURG CHIEF EXECUTIVE OFFICER 40.00 X X 339027 0 3223 JACQUELINE ALEXANDER JD BOARD SECRETARY 1.00 X X 0 0 0 JOHN SOLON CPA BOARD TREASURER 1.00 X X 0 0 0 MARY JONES BOARD MEMBER 1.00 X 0 0 0 ELIE KHOURY BOARD MEMBER 1.00 X 0 0 0 COURTENAY LAROCHE BOARD MEMBER 1.00 X 0 0 0 FRANCIS BOUCHARD BOARD CHAIR 1.00 X X 0 0 0 PETER FORLENZA BOARD MEMBER 1.00 X 0 0 0 ANN LIMBERG BOARD MEMBER 1.00 X 0 0 0 KEITH DALY BOARD MEMBER 1.00 X 0 0 0 MIKE GOSS BOARD MEMBER 1.00 X 0 0 0 SCOTT COUVILLON BOARD MEMBER 1.00 X 0 0 0 LEE CARTER BOARD MEMBER 1.00 X 0 0 0 RON GUERRIER BOARD MEMBER 1.00 X 0 0 0 DERRICK JOHNSON BOARD MEMBER 1.00 X 0 0 0 LISA K EISENSTEIN BOARD MEMBER 1.00 X 0 0 0 JENNIFER G ENDERLIN BOARD MEMBER 1.00 X 0 0 0 KEITH MCCULLOCH CHIEF FINANCIAL OFFICER 40.00 X 212845 0 2140 ELIZABETH MCCARTNEY CHIEF OPERATING OFFICER 40.00 1.00 X 172683 0 2429 REESE MAY CHIEF STRATEGY AND INNOVAT 40.00 X 190887 0 1635 ELIZABETH EGLE CHIEF DEVELOPMENT OFFICER 40.00 X 162363 0 2672 THOMAS CORLEY CHIEF RECOVERY OFFICER 40.00 X 144516 0 2135 KYLE CARSON CHIEF PEOPLE OFFICER 40.00 X 117148 0 2310 1339469 0 16544 7 0 1 0 WLA CONNECTIONS LLC 312 WATERCREST HARBOR LN LEAGUE CITY TX 77573 CONSTRUCTION 1410530 THE BRECKENRIDGE CONSTRUCTION GROUP PO BOX 640416 PIKE RD AL 36064 CONSTRUCTION 1004584 G6 DEVELOPMENT COMPANY 8311 BRANDON RD PANAMA CITY FL 32404 CONSTRUCTION 833149 RONNIE GOLDEN 70 W SANDLEFOOT LN INLET BEACH FL 32461 CONSTRUCTION 778268 CORINTHIAN BUILDERS GROUP LLC 9025 CULLEN BLVD SUITE 200 HOUSTON TX 77051 CONSTRUCTION 607052 18 7104482 28179320 887799 35283802 SALE OF PROPERTY 531390 550400 550400 HOMEOWNER FUNDING 531390 434351 434351 DEVELOPER FEES 531390 360000 360000 OPPORTUNITY HOUSING 531390 103970 103970 PROPERTY MANAGEMENT FEES 531390 103596 103596 1552317 253897 253897 5553424 187730 5529929 0 23495 187730 211225 211225 OTHER INCOME 900099 281915 281915 VENDOR INCENTIVES 900099 86414 86414 368329 37669570 1920646 0 465122 2593867 2593867 25000 25000 1604311 1269697 181573 153041 5758686 4877701 697537 183448 84632 79271 4378 983 540134 460774 54242 25118 1430969 1212932 218037 36633 35325 268 1040 111350 95870 5450 10030 105925 69997 33530 2398 699174 620619 58663 19892 618647 587427 22780 8440 7840 5845 1995 83203 58898 18134 6171 92991 92991 1706619 1621415 64089 21115 CONSTRUCTION 13583337 13583124 112 101 BAD DEBT 2292759 168726 2122500 1533 PROPERTY EXPENSE 654538 654538 SOFTWARE LICENSES AND F 213141 135622 43834 33685 295878 236900 48623 10355 32539634 28486539 3573750 479345 8932796 9200206 287485 1563552 2232583 3747751 3122503 3097152 7031210 4873319 340891 247676 1541296 514299 1280110 1026997 5321513 7091500 1254544 1633392 2756045 3808399 32559680 36289944 1497258 1186474 75000 800000 3264200 1522000 138741 182951 4975199 3691425 X 21936128 26597811 5648353 6000708 27584481 32598519 32559680 36289944 5129936 -115898 0 X X 0 1 X 1 1 1 X 25152287 18697066 25306273 31795838 35283802 136235266 25152287 18697066 25306273 31795838 35283802 136235266 5193119 131042147 102499 410157 306674 281583 253897 1354810 328919 354003 227795 157379 368329 1436425 139026501 12768839 0.94260 0.92720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1138885 136350 1002535 402411 377949 24462 1026997 REAL ESTATE HELD FOR SALE/CIP 3563666 DUE FROM SBP REAL ESTATE 221886 DUE FROM RELATED PARTY 22847 3808399 DUE TO SBP REAL ESTATE, INC. 182951 182951 X PART X, LINE 2: THE ORGANIZATION ADOPTED THE PROVISIONS OF ASC 740, INCOME TAXES. MANAGEMENT OF THE ORGANIZATION BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NOT SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES BEYOND THREE YEARS FROM THE FILING OF THOSE RETURNS. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 1 4 PROGRAM SERVICES REBUILD HOMES FOR IMPACTED CITIZENS IN A PROMPT, EFFICIENT AND PREDICTABLE MANNER. 3331878 1 4 0 0 1 4 3331878 0 3331878 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, HOME REPAIR/BUILDING FOR HURRICANE VICTIMS 25000 ELECTRONIC TRANSFER 0 1 0 0 0 0 0 0 PART I, LINE 2: ALL PROPOSED GRANT EXPENDITURES ARE ENTERED INTO OUR PURCHASE ORDER SYSTEM AND APPROVED BY THE DIRECTOR. WHEN AN INVOICE IS RECEIVED, IT IS MATCHED UP TO THE PO, CODED TO THE CORRECT GRANT AND HOUSE, AND APPROVED. A SEPARATE CLASS IS SET UP FOR EACH GRANT AND ALL INCOME AND EXPENSES ARE CODED THERE. PAYMENTS ARE SET UP BY STAFF AND APPROVED BY THE DIRECTOR. THEY ARE SUBMITTED TO PAYABLES, CHECKED FOR CORRECTNESS, AND SET UP. THERE IS A WEEKLY REPORT SHOWING ACTIVITY FOR EACH GRANT WHICH MANAGEMENT REVIEWS TO MONITOR THE GRANT ACTIVITIES. PART III ACCOUNTING METHOD: 1 AL WEST FL CONFERENCE OF THE UMC 4719 WOODMERE BLVD MONTGOMERY AL 36106 900649102 501(C)(3) 11570 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED ALL HANDS AND HEARTS 6 COUNTY ROAD SUITE 6 MATTAPOISETT MA 02739 203414952 501(C)(3) 150000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED APPALACHIA SERVICE PROJECT INC 4523 BRISTOL HIGHWAY JOHNSON CITY TN 37601 620989383 501(C)(3) 25000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED ATTACK POVERTY 3727 GREENBRIAR DR STE 100 STAFFORD TX 77477 452401548 501(C)(3) 75000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED CATHOLIC CHARITIES OF HOUMA-THIBODAUX 1220 AYCOCK ST HOUMA LA 70360 720812566 501(C)(3) 65000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED EAST HARRIS COUNTY EMPOWERMENT COUNCIL 11821 EAST FWY SUITE 500 HOUSTON TX 77029 270377576 501(C)(3) 115567 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED FULLER CENTER DISASTER REBUILDERS 201 WEST NASA PKWY WEBSTER TX 77598 263704583 501(C)(3) 590000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED HARDIN COUNTY STRONG 300 W MONROE KOUNTZE TX 77625 825321214 501(C)(3) 25000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED HOPE DISASTER RECOVERY LLC 12715 TELGE RD CYPRESS TX 77429 825013278 501(C)(3) 461750 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED JEFFERSON COUNTY LONG TERM RECOVERY GROUP 7250 WESPARK CIRCLE BEAUMONT TX 77705 203461985 501(C)(3) 107500 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED LEGACY CDC 620 PEARL ST BEAUMONT TX 77701 208023787 501(C)(3) 82803 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED NORTH FLORIDA INLAND LTR 4792 US-90 MARIANNA FL 32446 833391905 501(C)(3) 150000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED ORANGE COUNTY DISASTER REBUILD 123 S 6THSTREET ORANGE TX 77630 830610455 501(C)(3) 25000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED REBUILDING TOGETHER NEW ORLEANS 2801 MARAIS ST NEW ORLEANS LA 70117 834047337 501(C)(3) 65000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED REBUILDING TOGETHER NORTH TEXAS 3905 HEDGCOXE RD 251687 PLANO TX 75025 043613194 501(C)(3) 65000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGEDHOME THE RESTORATION TEAM 3911 CAMPBELL RD HOUSTON TX 77080 832427982 501(C)(3) 292682 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGEDHOME THE SILVER SAGE COMMUNITY CENTER PO BOX 1416 BANDERA TX 78003 742309449 501(C)(3) 189000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED 18 0 X X 0 0 0 0 0 0 0 0 0 ZACK ROSENBURG CHIEF EXECUTIVE OFFICER 339027 0 0 0 0 0 1588 0 1635 0 342250 0 0 0 KEITH MCCULLOCH CHIEF FINANCIAL OFFICER 212845 0 0 0 0 0 473 0 1667 0 214985 0 0 0 REESE MAY CHIEF STRATEGY AND INNOVAT 190887 0 0 0 0 0 0 0 1635 0 192522 0 0 0 ELIZABETH MCCARTNEY CHIEF OPERATING OFFICER 172683 0 0 0 0 0 794 0 1635 0 175112 0 0 0 ELIZABETH EGLE CHIEF DEVELOPMENT OFFICER 162363 0 0 0 0 0 1005 0 1667 0 165035 0 0 0 PART I, LINE 3 THE BOARD CHAIRMAN UTILIZED CHARITY NAVIGATOR TO COMPARE CEO AND OFFICER COMPENSATION AMONG ORGANIZATIONS MOST CLOSELY RESEMBLING THE ST. BERNARD PROJECT. A COMPARATIVE COMPENSATION REPORT ALONG WITH A TARGET SALARY WAS PRESENTED TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HELD A MEETING, CONSIDERED THE INFORMATION AND RECENT PERFORMANCE TO DECIDE UPON THE APPROPRIATE AMOUNT OF COMPENSATION FOR THE CEO AND OFFICERS. X 8 109640 FMV X GIFT CERTIFICATES 4 331732 FMV X PROTECTIVE EQUIPMENT 12 209460 FMV X TOOLS AND CONSTRUCTION SUPPLIES 48 135192 FMV X FURNITURE, FIXTURES, APPLIANCES 8 53896 FMV X AUTO 2 45500 FMV X SCOOTER 1 1750 FMV X ELECTRONICS 3 629 FMV 0 0 0 PART I, COLUMN (B): IN PART 1, COLUMN (B) THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS (CONTRIBUTORS) OF EACH TYPE OF PROPERTY LISTED RECEIVED DURING THE TAX YEAR. FORM 990, PART VI, SECTION A, LINE 2 ZACK ROSENBURG AND ELIZABETH MCCARTNEY - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS DISTRIBUTED TO THE BOARD MEMBERS. THE BOARD MEMBERS HAVE SUFFICIENT TIME TO REVIEW AND ENTER FEEDBACK. IF THE FORM 990 IS REVISED, A FINAL COPY IS SENT TO THE BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ARE REQUIRED TO SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND REPORT ANY POTENTIAL CONFLICTS OF INTEREST TO THE BOARD. THE BOARD REVIEWS ANY REPORTS OF POTENTIAL CONFLICTS AND DECIDES ON APPROPRIATE CORRECTIVE MEASURES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIRMAN UTILIZED CHARITY NAVIGATOR TO COMPARE CEO AND OFFICER COMPENSATION AMONG ORGANIZATIONS MOST CLOSELY RESEMBLING THE ST. BERNARD PROJECT. A COMPARATIVE COMPENSATION REPORT ALONG WITH A TARGET SALARY WAS PRESENTED TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HELD A MEETING, CONSIDERED THE INFORMATION AND RECENT PERFORMANCE TO DECIDE UPON THE APPROPRIATE AMOUNT OF COMPENSATION FOR THE CEO AND OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. A COPY OF THE FINANCIAL STATEMENTS CAN BE FOUND ON THE ORGANIZATION'S WEBSITE AT WWW.SBPUSA.ORG. FORM 990, PART XII, LINE 2C: THE PROCESS USED BY THE COMMITTEE THAT ASSUMES OVERSIGHT OF THE AUDIT HAS NOT CHANGED SINCE THE PRIOR YEAR. SBP ST PETER DEVELOPER LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 822115451 TO PROVIDE DEVELOPER SERVICES FOR LOW INCOME APARTMENT PROJECTS LA 0 1087870 ST BERNARD PROJECT INC SBP L9 DEVELOPER LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 822102484 TO PROVIDE DEVELOPER SERVICES FOR LOW INCOME DUPLEXES LA 0 1200000 ST BERNARD PROJECT INC TOULOUSE COMMERCIAL INC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 320463838 CREATE HOUSING OPPORTUNITIES SO THAT DISASTER SURVIVORS CAN RETURN HOME. LA 501(C)(3) LINE 12A, I THE ST BERNARD PROJECT INC 1 SBP ST PETER LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 822081130 RENTAL REAL ESTATE LA RELATED -39 1055 0 1 0.00010 SBP L9 LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 822085732 RENTAL REAL ESTATE LA RELATED -150 1051 0 1 0.00010 SBP ST PETER GP LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 831287138 MANAGEMENT LA ST BERNARD PROJECT INC C -39 1681737 1.00000 1 SBP L9 MANAGER LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 842191728 MANAGEMENT LA ST BERNARD PROJECT INC C -150 167582 1.00000 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TOULOUSE COMMERCIAL INC D 7000000 FMV TOULOUSE COMMERCIAL INC K 355514 FMV SBP L9 DEVELOPER LLC L 360000 FMV SBP L9 DEVELOPER LLC M 360000 FMV