2016-01-23T17:27:10-06:00 2015-06-30 262521787 MORSE WITTWER SAMPSON LLP 265 E RIVER PARK CIRCLE STE 110 FRESNO CA 93720 990 2014-07-01 941592676 SELF-HELP ENTERPRISES SELF 5598021602 PO BOX 6520 VISALIA CA 93290 THOMAS J COLLISHAW PRESIDENT 5598021602 2016-01-12 1 SHERYL E MORSE P00525710 5593895700 2014 2016-04-25 22:37:26Z THOMAS J COLLISHAW PO BOX 6520 VISALIA CA 93290 12378622 0 X WWW.SELFHELPENTERPRISES.ORG X NON-PROFIT 501(C)(3) 1965 CA IMPROVING THE LIVING CONDITIONS OF LOW INCOME FAMILIES THROUGH HOUSING AND COMMUNITY DEVELOPMENT. 15 15 65 253 0 0 4798768 5067274 4842635 4068257 710704 442748 2133926 1305490 12486033 10883769 0 0 0 0 5026198 5266169 0 0 0 5298743 4674083 10324941 9940252 2161092 943517 61149446 62490096 28757039 29154172 32392407 33335924 X IMPROVING THE LIVING CONDITIONS OF LOW INCOME FAMILIES THROUGH HOUSING AND COMMUNITY DEVELOPMENT. 0 0 8801220 4068257 SELF-HELP HOUSING - ASSISTED 60 FAMILIES IN COMPLETING THE CONSTRUCTION OF THEIR NEW HOMES. 60 OTHER HOMES WERE IN THE PROCESS OF CONSTRUCTION AS OF JUNE 30, 2015. HOMEBUYER ASSISTANCE PROGRAM - 58 FAMILIES RECEIVED SECONDARY MORTGAGE FINANCING TO HELP THEM PURCHASE HOMES.REHABILITATION - 30 FAMILIES RECEIVED FINANCING AND ASSISTANCE IN THE REHABILITATION OR RECONSTRUCTION OF THEIR HOMES. AN ADDITIONAL 12 FAMILIES WERE ASSISTED WITH EMERGENCY HOME REPAIRS OR DOMESTIC WELL FINANCING.MULTIFAMILY HOUSING - 1,311 LOW INCOME HOUSING FAMILIES RESIDE IN 27 AFFORDABLE RENTAL HOUSING PROJECTS DEVELOPED AND SPONSORED BY SELF-HELP ENTERPRISES. THREE PROJECTS ARE IN THE DEVELOPMENT PIPELINE. EACH PROJECT PROVIDES A RANGE OF RESIDENT SERVICES SUCH AS CHILD CARE, COMPUTER LABS, AND ESL CLASSES.COMMUNITY DEVELOPMENT - ASSISTANCE TO SMALL COMMUNITIES WITH SEWER AND WATER PROBLEMS IS ONGOING WITH WORK BEING DONE IN MORE THAN 60 SMALL RURAL COMMUNITIES. ADDITIONAL WORK IS BEING DONE IN THIS AREA AS THE REGION FACES DROUGHT ISSUES AND MANY DRY WELLS.HOMEOWNERSHIP EDUCATION AND COUNSELING - 502 LOW INCOME HOUSEHOLDS RECEIVED INDIVIDUAL AND/OR CLASSROOM HOMEOWNERSHIP TRAINING.CALIFORNIA DROUGHT - DUE TO THE CALIFORNIA EXTENDED DROUGHT, THE ORGANIZATION HAS WORKED WITH ADDITIONAL FAMILIES TO PROVIDE 10,541 WATER CONSERVATION KITS, 213 TEMPORARY WATER SOLUTIONS INCLUDING THE DELIVERY OF BOTTLE WATER AND ADJUNCT WATER TANKS, AND ASSISTED IN THE REPAIR OR REPLACEMENT OF 10 WATER WELLS. 8801220 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 71 0 1 65 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X KATHY LONG-PENCE 5598021602 PO BOX 6520 VISALIA CA 93290 MIKE CHRISMAN BOARD MEMBER 1.00 X 0 0 0 MARV HANSEN BOARD MEMBER 1.00 X 0 0 0 RALPH ROSEDALE BOARD MEMBER 1.00 X 0 0 0 RAY CHAVEZ BOARD MEMBER 1.00 X 0 0 0 YOLANDA GONZALES BOARD MEMBER 1.00 X 0 0 0 DAVE HERB BOARD MEMBER 1.00 X 0 0 0 RICH BARRON BOARD MEMBER 1.00 X 0 0 0 GRACIELA MARTINEZ BOARD MEMBER 1.00 X 0 0 0 GARY RODRIGUEZ BOARD MEMBER 1.00 X 0 0 0 SUSAN ZACHARY-KREPS BOARD MEMBER-VICE CHAIR 5.00 X X 0 0 0 LUPE MARTINEZ BOARD MEMBER 1.00 X 0 0 0 ISABEL OLMOS BOARD MEMBER-CHAIR 5.00 X X 0 0 0 BOB FRIESEN BOARD MEMBER 1.00 X 0 0 0 DUANE SCOTT BOARD MEMBER 1.00 X 0 0 0 KAYODE KADERA BOARD MEMBER 1.00 X 0 0 0 PETER CAREY PRESIDENT 40.00 X 164500 0 5810 THOMAS COLLISHAW PRESIDENT 40.00 X 150308 0 6494 BETSY MCGOVERN-GARCIA SECRETARY 40.00 X 38645 0 4439 KATHRYN LONG-PENCE SECRETARY 40.00 X 110849 0 13905 SUSAN ATKINS SECRETARY 40.00 X 96853 0 34494 PAUL BOYER SECRETARY 40.00 X 87257 0 4031 DIRK HOLKEBOER SECRETARY 40.00 X 64326 0 7310 DOUG PINGEL SECRETARY 40.00 X 102069 0 12843 814807 0 89326 4 0 1 0 ANTONIO GONZALEZ DBA SPEEDY 19625 AVENUE 304 EXETER CA 93221 GENERAL CONTRACTOR 787714 RAYMOND T GUILLEN DBA RG ROOFING 4433 E SYCAMORE CT VISALIA CA 93292 GENERAL CONTRACTOR 383426 HAVNER BROS CONSTRUCTION PO BOX 337 EXETER CA 93221 GENERAL CONTRACTOR 357910 ANTONIO NIETO 19679 AVE 228 LINDSAY CA 93247 GENERAL CONTRACTOR 311049 HELIODORO TOVAR DBA MALAGA DRY 3943 S WILLOW AVE FRESNO CA 93725 GENERAL CONTRACTOR 214540 9 4375310 691964 54000 5067274 CONTRACT INCOME 900099 2528725 2528725 RENTAL INCOME 900099 1539532 1539532 4068257 348689 348689 1588912 1494853 94059 94059 94059 LOAN FORGIVENESS 900099 775500 775500 OTHER INCOME 900099 529990 529990 1305490 10883769 4068257 0 1748238 687117 556377 130740 3341126 2769408 571718 194797 157732 37065 471347 381663 89684 571782 462988 108794 22669 20480 2189 366284 347889 18395 306581 268359 38222 211677 211677 504956 496083 8873 278797 259731 19066 PROJECT COSTS 1509392 1509392 OTHER COSTS 489046 464642 24404 CONTRACT SERVICES 416941 358909 58032 RESERVE EXPENDITURES 231707 231707 336033 304183 31850 9940252 8801220 1139032 0 11555701 7819719 3909689 2496162 220911 894889 1853602 2620715 11136923 12386002 60229 27220 19028894 9204019 10276285 9824875 3713126 4964101 18422980 21456413 61149446 62490096 1893250 2048613 11315132 11467582 14225253 14367846 1323404 1270131 28757039 29154172 X 29601839 30209385 153410 154381 2637158 2972158 32392407 33335924 61149446 62490096 943517 0 X X 0 1 X 1 1 1 X 4762179 4906363 3929621 4798768 5067274 23464205 4762179 4906363 3929621 4798768 5067274 23464205 23464205 511757 557210 344427 403369 348689 2165452 25629657 14885415 0.91550 0.91710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15644 15644 9924607 9940251 647013 161753 0 0 598439 618935 666247 647013 2530634 3795951 13489 28511 35227 15644 92871 149610 154734 166562 161753 632659 948989 0 153410 7221 -6250 154381 148202 11708 -6500 153410 143774 10678 -6250 148202 133443 10331 143774 133536 3270 3363 133443 0 0 618468 197000 815468 14383580 2240802 9000747 7623635 0 1365519 223525 203272 1385772 0 9824875 INVESTMENTS IN AFFILIATES 1087294 C INVESTMENTS IN MARKETABLE SECURITIES 3876807 F 4964101 LAND HELD FOR DEVELOPMENT 20243117 IMPOUND/RESERVE ACCOUNTS 1213296 21456413 REFUNDABLE ADVANCES 669753 ACCRUED INTEREST 600378 1270131 X 14720817 3837048 3837048 10883769 0 10883769 14777554 4837302 4837302 9940252 0 9940252 PART X, LINE 2: AS REQUIRED BY INCOME TAX TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ACCOUNTING STANDARDS CODIFICATION ("FASB ASC"), THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUES FROM NORTH PARK APARTMENTS HOUSING CORPORATION FILING SEPARATE 990 658,606. REVENUES FROM NUEVA SIERRA CORPORATION, REPORTED ON SEPARATE LLC RETURN 211,730. REVENUES FROM SELF HELP COMMUNITIES LLC, REPORTED ON SEPARATE LLC RETURN 782,561. BASIS IN PROPERTY SOLD 1,494,853. REVENUES FROM ALMOND COURT FILING SEPARATE 990 291,965. REVENUES FROM CALIENTE CREEK FILING SEPARATE 990 310,061. REVENUES FROM VILLA HERMOSA FILING SEPARATE 990 268,017. ELIMINATING ENTRIES -180,745. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM NORTH PARK APARTMENTS HOUSING CORPORATION FILING SEPARATE 990 763,020. EXPENSES FROM SELF HELP COMMUNITIES I, LLC 938,474. BASIS OF PROPERTY SOLD 1,494,853. EXPENSES FROM NUEVA SIERRA VISTA CORPORATION 423,683. EXPENSES FROM ALMOND COURT FILING SEPARATE 990 440,704. EXPENSES FROM CALIENTE CREEK FILING SEPARATE 990 511,579. EXPENSES FROM VILLA HERMOSA FILING SEPARATE 990 445,734. ELIMINATING ENTRIES -180,745. X X X X 0 0 0 0 0 0 0 0 0 PETER CAREY PRESIDENT 164500 0 0 0 0 0 5810 0 0 0 170310 0 0 0 THOMAS COLLISHAW PRESIDENT 150308 0 0 0 0 0 6050 0 444 0 156802 0 0 0 X 2 54000 FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C A STANDARD DISCLOSURE FORM IS GIVEN TO OFFICERS AND DIRECTORS THAT HELPS TO MONITOR AND ENFORCE COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S SALARY IS ESTABLISHED UNDER THE TERMS OF A 3 YEAR CONTRACT WHICH FIXES COMPENSATION FOR THE CONTRACT TERM. CONTRACT TERMS WERE DETERMINED BASED ON A REVIEW OF COMPARABLE FORM 990'S AND SURVEY INFORMATION FROM PEER ORGANIZATIONS. THE BOARD AND/OR EXECUTIVE COMMITTEE ESTABLISHES COMPENSATION RANGES FOR ALL OTHER OFFICERS AND KEY EMPLOYEES WITHIN ESTABLISHED RANGES SET BY THE BOARD AND/OR EXECUTIVE COMMITTEE ACTION. ALL RANGES ARE DETERMINED BASED ON A COMBINATION OF INFORMATION FROM FORM 990'S AVAILABLE ON GUIDESTAR, TARGETED COMPENSATION SURVEYS, AND INTERNAL ASSESSMENT OF RETENTION AND HIRING EXPERIENCE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C: ORGANIZATION DID NOT CHANGE THEIR PROCESS OF REVIEWING THE AUDITED FINANCIAL STATEMENTS. AN AUDIT COMMITTEE IS APPOINTED THAT ASSUMES RESPONSIBLILITY FOR OVERSIGHT OF THE ANNUAL AUDIT. GOSHEN VILLAGE II LLC PO BOX 6520 VISALIA CA 93290 941592676 LOW-INCOME HOUSING DEVELOPMENT CA 40 N/A PARKSDALE VILLAGE II LLC PO BOX 6520 VISALIA CA 93290 941592676 LOW-INCOME HOUSING DEVELOPMENT CA 36 N/A SELF-HELP COMMUNITIES 1 LLC PO BOX 6520 VISALIA CA 93290 941592676 LOW-INCOME HOUSING DEVELOPMENT CA 768617 4714762 N/A VISCAYA GARDENS LLC PO BOX 6520 VISALIA CA 93290 941592676 LOW-INCOME HOUSING DEVELOPMENT CA 34 N/A HIGHLAND GARDENS LLC PO BOX 6520 VISALIA CA 93290 941592676 LOW-INCOME HOUSING DEVELOPMENT CA 0 N/A NORTH PARK APARTMENTS HOUSING CORPORATION PO BOX 6520 VISALIA CA 93290 770425628 LOW-INCOME HOUSING DEVELOPMENT CA 501(C)(3) LINE 7-PART 1 SCH. A N/A 0 SHE CEF1 INC PO BOX 6520 VISALIA CA 93290 770523855 LOW-INCOME HOUSING DEVELOPMENT CA 501(C)(3) LINE 7-PART 1 SCH. A N/A 0 ALMOND COURT INC PO BOX 6520 VISALIA CA 93290 770413862 LOW-INCOME HOUSING DEVELOPMENT CA 501(C)(3) LINE 7-PART 1 SCH. A N/A 0 SOLINAS VILLAGE INC PO BOX 6520 VISALIA CA 93290 770359079 LOW-INCOME HOUSING DEVELOPMENT CA 501(C)(3) LINE 7-PART 1 SCH. A N/A 0 VILLA SANTA GUADALUPE CORP PO BOX 6520 VISALIA CA 93290 912162745 LOW-INCOME HOUSING DEVELOPMENT CA 501(C)(3) LINE 7-PART 1 SCH. A N/A 0 NUEVA SIERRA VISTA CORPORATION PO BOX 6520 VISALIA CA 93290 330603979 LOW-INCOME HOUSING DEVELOPMENT CA 501(C)(3) LINE 7-PART 1 SCH. 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