CENTER FOR COMMUNITY SELF-HELP: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CENTER FOR COMMUNITY SELF-HELP (EIN 56-1271685)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-02
IRS object ID
202143069349302254
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-02T14:17:41-04:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN561271685EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Center for Community Self-HelpBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCENTBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1301 W Main StreetAddressLine1Txt
CityDurhamCityNm
State AbbreviationNCStateAbbreviationCd
ZIP277013227ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCrystal GermanPersonNm
Person TitlePresidentPersonTitleTxt
Phone9199564400PhoneNum
Signature2021-10-29SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCrystalPersonFirstNm
Person LastGermanPersonLastNm

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLillian Lois DeloatchPrincipalOfficerNm
Gross Receipts$14,619,141GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.self-help.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionThe Centers mission is to create and protect ownership for all, especially people of color, women, rural residents and low wealth families and communities.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,778,119PYContributionsGrantsAmt
CY Contributions Grants$14,222,362CYContributionsGrantsAmt
PY Program Service Revenue$514,800PYProgramServiceRevenueAmt
CY Program Service Revenue$309,446CYProgramServiceRevenueAmt
PY Investment Income$23,123PYInvestmentIncomeAmt
CY Investment Income$7,017CYInvestmentIncomeAmt
PY Other Revenue$55,479PYOtherRevenueAmt
CY Other Revenue$80,316CYOtherRevenueAmt
PY Total Revenue$2,371,521PYTotalRevenueAmt
CY Total Revenue$14,619,141CYTotalRevenueAmt
PY Grants And Similar Paid$2,132,880PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,488,803CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,051CYTotalFundraisingExpenseAmt
PY Other Expenses$738,645PYOtherExpensesAmt
CY Other Expenses$895,746CYOtherExpensesAmt
PY Total Expenses$2,871,525PYTotalExpensesAmt
CY Total Expenses$4,384,549CYTotalExpensesAmt
PY Revenues Less Expenses-$500,004PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$10,234,592CYRevenuesLessExpensesAmt
Total Assets BOY$35,025,225TotalAssetsBOYAmt
Total Assets EOY$45,315,972TotalAssetsEOYAmt
Total Liabilities BOY$4,344,947TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,401,102TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$30,680,278NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$40,914,870NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe Centers mission is to create and protect ownership for all, especially people of color, women, rural residents and low wealth families and communities.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,630,000ExpenseAmt
Grant$2,630,000GrantAmt
Revenue$309,446RevenueAmt
DescCOMMUNITY DEVELOPMENT LENDING: Primarily through Self-Help Ventures Fund, originated and purchased loans primarily to low income, rural, and minority communities enabling home ownership and fostering small business development. Created or maintained jobs, childcare facilities, and schools. Approximately 65,923 beneficiaries.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$692,439ExpenseAmt
Grant$731,690GrantAmt
DescCOMMUNITY DEVELOPMENT REAL ESTATE PROJECTS: Economic development through the renovation of historic buildings, construction of new buildings in distressed communities. Providing quality, affordable retail, community facilities and commercial rental space to revitalize and stabilize distressed communities. Approximately 4,362 beneficiaries.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$654,168ExpenseAmt
Grant$34,534GrantAmt
Revenue$6,719RevenueAmt
DescCOMMUNITY DEVELOPMENT SECONDARY MARKET PROGRAMS: Facilitation of a secondary market operated by Self-Help Ventures Fund for home mortgages of low-income buyers in distressed communities to make homeownership more widely available to these families. Approximately 28,674 beneficiaries.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$359,354$92,580$45,080EDUCATIONAL AND TECHNICAL ASSISTANCE: Together with supporting organizations Self-Help Ventures Fund and Self-Help Community Development Corporation, conducted general programs, educational and job-saving activities, and development of support groups and community-based organizations that help low-income people. Approximately 10,710 beneficiaries.
RESPONSIBLE LENDING POLICY AND RESEARCH: Together with supporting organization Center for Responsible Lending, engaged in education & technical assistance on abusive financial practices that deplete the wealth of low-income & minority families & communities. Published 44 research reports, made 12 presentations, testimony, conferences, and analysis for comment letters to educate the general public and inform the regulatory process. Taken together, the activities noted above had approximately 86,979 beneficiaries.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$359,354TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$92,580TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$45,080TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$4,335,961TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstYes (true)ReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document35IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMarcus BowenPersonNm
Phone9199564400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1301 W Main StreetAddressLine1Txt
CityDurhamCityNm
State AbbreviationNCStateAbbreviationCd
ZIP277013227ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Marcus Bowen
Treasurer1.0040.00Yes (X)$0$78,911$38,025
Martin Eakes
CEODirector1.0040.00Yes (X)$0$83,837$30,024Yes (X)
Dave Shumannfang
Secretary1.0040.00Yes (X)$0$87,507$25,901
Lillian Lois Deloatch
President1.0040.00Yes (X)$0$89,998$8,586
Franja Brown
DirectorStaff1.0040.00$0$73,475$19,289Yes (X)
David Stein
Director0.500.00$0$0$0Yes (X)
Joseph A Smith Jr
Director0.500.00$0$0$0Yes (X)
Linda Shaw
Director0.500.00$0$0$0Yes (X)
Melvin Davis
Director0.500.00$0$0$0Yes (X)
Farad Ali
Director0.500.00$0$0$0Yes (X)
Mike Giarla
Director0.500.00$0$0$0Yes (X)
Gene Nichol
Director0.500.00$0$0$0Yes (X)
Lewis Myers
ChairDirector0.500.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$413,728TotReportableCompRltdOrgAmt
Total Other Compensation$121,825TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$16,415MembershipDuesAmt
Government Grants$9,413,498GovernmentGrantsAmt
All Other Contributions$4,792,449AllOtherContributionsAmt
Total Contributions$14,222,362TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Charitable Credit522200$309,446$309,446
Enhancement
FieldValueIRS element (for citing)
Total Program Service Revenue$309,446TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,017TotalRevenueColumnAmt
Exclusion$7,017ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Technical Assist Rev541900$45,080$45,080
Sales Tax Refund900099$28,517$28,517
Other Income900099$6,719$6,719
FieldValueIRS element (for citing)
Other Revenue Total$80,316OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,619,141TotalRevenueColumnAmt
Related Or Exempt Func Income$389,762RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$7,017ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,449,552TotalAmt
Program Services$3,449,552ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$39,251TotalAmt
Program Services$39,251ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,621TotalAmt
Management And General$18,621ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$18,400TotalAmt
Program Services$18,400ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$266,774TotalAmt
Program Services$266,774ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,617TotalAmt
Program Services$2,489ProgramServicesAmt
Management And General$123ManagementAndGeneralAmt
Fundraising$5FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$15,692TotalAmt
Program Services$14,927ProgramServicesAmt
Management And General$737ManagementAndGeneralAmt
Fundraising$28FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,300TotalAmt
Program Services$2,979ProgramServicesAmt
Management And General$1,321ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$18,312TotalAmt
Program Services$17,419ProgramServicesAmt
Management And General$860ManagementAndGeneralAmt
Fundraising$33FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$712TotalAmt
Program Services$678ProgramServicesAmt
Management And General$33ManagementAndGeneralAmt
Fundraising$1FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Staffing Reimb to SHSC$446,991$425,201$20,990$800
Sales Tax Expense$30,505$29,019$1,432$54
Promise of Home Repairs$23,298$22,163$1,094$41

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$49,524TotalAmt
Program Services$47,109ProgramServicesAmt
Management And General$2,326ManagementAndGeneralAmt
Fundraising$89FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,384,549TotalAmt
Program Services$4,335,961ProgramServicesAmt
Management And General$47,537ManagementAndGeneralAmt
Fundraising$1,051FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$177,857BOYAmt
EOY$302,707EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,595,711BOYAmt
EOY$2,236,281EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,626,985BOYAmt
EOY$1,134,623EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$35,000BOYAmt
EOY$35,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$969,691LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$947,949LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$40,053BOYAmt
EOY$21,742EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,042BOYAmt
EOY$8,458EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$31,538,577BOYAmt
EOY$41,577,161EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$35,025,225BOYAmt
EOY$45,315,972EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$506,442BOYAmt
EOY$589,098EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$97,500BOYAmt
EOY$70,999EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$3,741,005BOYAmt
EOY$3,741,005EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,344,947BOYAmt
EOY$4,401,102EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,641,554BOYAmt
EOY$9,650,606EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,038,724BOYAmt
EOY$31,264,264EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$30,680,278BOYAmt
EOY$40,914,870EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$35,025,225BOYAmt
EOY$45,315,972EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$10,234,592ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$869,380CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,027,375CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,371,991CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,852,370CurrentTaxYearMinus1YearAmt
Current Tax Year$14,308,372CurrentTaxYearAmt
Total$33,429,488TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$869,380CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,027,375CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,371,991CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,852,370CurrentTaxYearMinus1YearAmt
Current Tax Year$14,308,372CurrentTaxYearAmt
Total$33,429,488TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,383,622SubstantialContributorsTotAmt
Public Support Total170$28,045,866PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,186CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,690CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,128CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,123CurrentTaxYearMinus1YearAmt
Current Tax Year$7,017CurrentTaxYearAmt
Total$61,144TotalAmt
FieldValueIRS element (for citing)
Total Support$33,490,632TotalSupportAmt
Gross Receipts Rltd Activities$1,628,044GrossReceiptsRltdActivitiesAmt
Public Support CY1700.83740PublicSupportCY170Pct
Public Support PY1700.70500PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceContributions not reported as revenue Part II or Part III line 1FormAndLineReferenceDesc
ExplanationContributions reported on Schedule A, Part II, line 1 does not match contribution revenue reported on the 990, Part VIII, line 1h. The difference of $86,010 is related to grant money received but not yet earned. Due to reclamation provisions in the grant agreement, CCSH does not recognize the grant money as revenue until the performance obligations have been met.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$19,200FilingOrganizationsTotalAmt
Affiliated Group Total$353,380AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$19,200FilingOrganizationsTotalAmt
Affiliated Group Total$353,380AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,365,348FilingOrganizationsTotalAmt
Affiliated Group Total$117,752,495AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,384,548FilingOrganizationsTotalAmt
Affiliated Group Total$118,105,875AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$369,227FilingOrganizationsTotalAmt
Affiliated Group Total$1,000,000AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$92,307FilingOrganizationsTotalAmt
Affiliated Group Total$250,000AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$192,097CurrentYearMinus3Amt
Current Year Minus2$342,527CurrentYearMinus2Amt
Current Year Minus1$371,663CurrentYearMinus1Amt
Current Year$353,380CurrentYearAmt
Total$1,259,667TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$24,329CurrentYearMinus3Amt
Current Year Minus2$32,767CurrentYearMinus2Amt
Current Year Minus1$6,913CurrentYearMinus1Amt
Total$64,009TotalAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGeneral Explanation AttachmentFormAndLineReferenceDesc
ExplanationPart II-A: Affiliated group members: (1) Center for Responsible Lending, 302 W. Main Street, Durham, NC, EIN 74-3043913, Direct lobbying expenses $334,179.64, Grassroots lobbying expenses $0; (2) Self-Help Ventures Fund, 301 W. Main Street, Durham, NC, EIN 58-1562750, Direct lobbying expenses $0, Grassroots lobbying expenses $0; (3) Self-Help Community Development Corporation, 301 W. Main Street, Durham, NC EIN 56-1975829, Direct lobbying expenses $0, Grassroots lobbying expenses $0; (4) Self-Help Services Corporation, 301 W. Main Street, Durham, NC 27701, EIN 56-1849615, Direct lobbying expenses $0, Grassroots lobbying expenses $0; (5) Self-Help Assistance Corporation, 301 W. Main Street, Durham, NC 27701, EIN 56-1923620, Direct lobbying expenses $0; Grassroots lobbying expenses $0. Part II-A: Of these group members, Center for Responsible Lending and the filing organization, Center for Community Self-Help, have made the election under section 501(h).ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$42,089OtherCostOrOtherBasisAmt
Depreciation$42,089DepreciationAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$735,467OtherCostOrOtherBasisAmt
Depreciation$719,684DepreciationAmt
Book Value$15,783BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$192,135OtherCostOrOtherBasisAmt
Depreciation$186,176DepreciationAmt
Book Value$5,959BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$21,742TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (9 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
NC Childcare Revolving Loan Fund$2,392,054C
Eastern NC Childcare Revolving Loan$1,348,951C
Charter School Credit Enhancement F$29,750,009C
Rural Lending Fund$5,494,156C
Research & Development of Financial$1,652,032C
NC Assistive Technology Financing F$600,835C
NC Raising Wages$14,124C
GovtNon-Govt Revolving Loan Fund$300,000C
Collateral for Shared Secured Loans$25,000C
FieldValueIRS element (for citing)
Total Book Value Program Rltd$41,577,161TotalBookValueProgramRltdAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$14,619,141TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$14,619,141RevenueSubtotalAmt
Total Revenue Per Form990$14,619,141TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,384,549TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$4,384,549ExpensesSubtotalAmt
Total Expenses Per Form990$4,384,549TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFootnote for uncertain tax position under FIN 48 (Part X)FormAndLineReferenceDesc
ExplanationPart X Line 2: The Center has determined that all tax positions taken for the current year ended December 31, 2020 and all years open under the statute of limitations are highly certain. Therefore, the Center has determined that no unrecognized tax liability exists.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Self-Help Ventures Fund
301 W Main StreetDurhamNC277013227581562750501c3$376,289Charitable Lending
Self-Help Federal CU
301 W Main StreetDurhamNC277013227263016612501c1$2,300,000Charitable Lending
Self-Help CommDevelopCorp
301 W Main StreetDurhamNC277013227561975829501c3$265,998Affordable Housing
Self-Help Credit Union
301 W Main StreetDurhamNC277013227561382971501c14$411,000Charitable Lending
CASA
PO Box 12545RaleighNC276052545561778714501c3$15,000Affordable Housing
The Marian Cheek Jackson Center
512 W Rosemary StChapel HillNC27516461988511501c3$10,000Emergency Relief COVID-19 Donation
Pee Wee Homes
8410 Merin RoadChapel HillNC27516822624086501c3$36,731Affordable Housing
Institute for Southern Studies
PO Box 531DurhamNC277020531581090440501c3$25,000General Support Grant
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeOak Tax ReliefGrantTypeTxt
Recipient40RecipientCnt
Cash Grant$39,251CashGrantAmt
Valuation Method UsedCashValuationMethodUsedDesc
Non Cash AssistanceNANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Monitoring procedures (Part I, line 2)The organization makes grants only under very limited circumstances where it maintains close supervision of the manner in which grant funds are expended or works in partnership with an ally organization that supervises the use of grant funds. Grantees are required to provide periodic documentation that funds have been expended in accordance with any grant agreements.
Estimate calculation (Part III, column b)The Oak tax relief program is designed to preserve homeownership amongst long-term residents in the Northside and Pine Knolls neighborhoods in Chapel Hill, North Carolina, by providing funds that reduce the burden of rising property taxes on elderly homeowners. Homeowners apply through a process managed by our partners at the Jackson Center. Tax relief grants are sized and prioritized based on the age of the homeowner, the length of the homeowners residence in the target neighborhood, and the burden of the property tax bill as a percentage of the homeowners income.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Members or stockholder classes and rights Part VI line 6Form 990, Part VI, Section A, Line 6,7a: The organization has two classes of members, each of which elects a representative to the board of directors.
Member election for additional members Part VI line 7aForm 990, Part VI, Section A, Line 6,7a: The organization has two classes of members, each of which elects a representative to the board of directors.
Form 990 governing body review Part VI line 11Form 990, Part VI, Section A, Line 11b: The Form 990 is prepared by staff accountants. The Chief Financial Officer, the Controller, and in-house counsel review multiple drafts and verify all answers before the form is provided to the Chief Executive Officer and board of directors for further review and comment prior to submission.
Conflict of interest policy compliance Part VI line 12cForm 990, Part VI, Section B, Line 12c: The organizations Conflict of Interest Policy covers its officers, directors or trustees, all employees of the organization or any related organization, and family members of persons in these categories. All covered persons are required under the policy to disclose actual or potential conflicts as soon as they arise and the directors of the organization and related organizations confirm annually that there are no existing conflicts of interest. Persons with actual conflicts are prohibited from participating in any decisions relevant to the situation where the conflict exists. Most conflicts are clearly delineated by the policy; situations that are no so clear-cut are reviewed by in-house counsel, the CEO, or the Board, as appropriate.
CEO executive director top management comp Part VI line 15aForm 990, Part VI, Section B, Line 15b: The organization pays its highest paid workers including the CEO, top management officials and other officers, in accordance with a salary ceiling that is confirmed annually by the board, and was last confirmed in February 2020. This ceiling is subject to adjustment for increased costs of living associated with the geographical areas in which workers are working, but is well below the average market salary for workers with comparable levels of expertise and experience.
Other officer or key employee compensation Part VI line 15bForm 990, Part VII, Section A, Line 1a: No director or officer receives compensation for his or her work as a director, officer or trustee; instead, the amounts listed in columns (E) and (F) are compensation paid to employees of the related organization who work 30-40 hours per week by Self-Help Services Corporation, which serves as the employer for all of the filing organizations workers.
Governing documents etc available to public Part VI line 19Form 990, Part VI, Section C, Line 19: No documents available to the public.
Part III response or note to any other line in Part IIIForm 990, Part III, Line 4d: EDUCATIONAL AND TECHNICAL ASSISTANCE: Together with supporting organizations Self-Help Ventures Fund and Self-Help Community Development Corporation, conducted general programs, educational and job-saving activities, and development of support groups and community-based organizations that help low-income people. Approximately 10,710 beneficiaries. Form 990, Part III, Line 4d: RESPONSIBLE LENDING POLICY AND RESEARCH: Together with supporting organization Center for Responsible Lending, conducted research & provided education & technical assistance regarding predatory lending & other abusive financial practices. Taken together, the activities noted above had approximately 86,979 beneficiaries.
Part VII response or note to any other line in Part VIIForm 990, Part VII, Section A, Line 1a: No director or officer receives compensation for his or her work as a director, officer or trustee; instead, the amounts listed in columns (E) and (F) are compensation paid to employees of the related organization who work 30-40 hours per week by Self-Help Services Corporation, which serves as the employer for all of the filing organizations workers.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
Self-Help Assistance Corporation
301 W Main StreetDurhamNC277013227561923620Economic DevelopmentNC501c312aCenter for Community Self-HelpYes (true)
Self-Help Community Development Cor
301 W Main StreetDurhamNC277013227561975829Affordable HousingNC501c312aCenter for Community Self-HelpYes (true)
Self-Help Credit Union
301 W Main StreetDurhamNC277013227561382971Economic DevelopmentNC501c14falseN/A
Self-Help Services Corporation
301 W Main StreetDurhamNC277013227561849615Staffing ServicesNC501c312aCenter for Community Self-HelpYes (true)
Self-Help Ventures Fund
301 W Main StreetDurhamNC277013227581562750Charitable LendingNC501c312aCenter for Community Self-HelpYes (true)
Center for Responsible Lending
302 W Main StreetDurhamNC277013227743043913Research & PolicyNC501c312aCenter for Community Self-HelpYes (true)
Self-Help Federal Credit Union
301 W Main StreetDurhamNC277013227263016612Economic DevelopmentNC501c1falseN/A
Self-Help Economic DevelopmentInc
1330 Broadway St Suite 604OaklandCA94612205330006Financial CapabilityCA501c37Center for Community Self-HelpYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (true)DivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Self-Help Ventures Fund
b$500,570Cash
Self-Help Credit Union
b$411,000Cash
Self-Help Community Development Cor
b$265,998Cash
Self-Help Federal Credit Union
b$2,300,000Cash
Self-Help Credit Union
d$12,004,936Highest balance in 2020
Self-Help Ventures Fund
d$18,425,733Highest Balance in 2020
Self-Help Services Corporation
p$436,409Cash
Self Help Ventures Fund
q$3,116,940Cash

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