2015-01-14T12:33:49-06:00 2014-06-30 262521787 MORSE WITTWER SAMPSON LLP 265 E RIVER PARK CIRCLE STE 110 FRESNO CA 93720 990 2013-07-01 941592676 SELF-HELP ENTERPRISES SELF 5598021602 PO BOX 6520 VISALIA CA 93290 TOM COLLISHAW PRESIDENT 5598021602 2014-12-22 1 SHERYL E MORSE P00525710 5593895700 2013 2016-03-07 17:11:31Z TOM COLLISHAW PO BOX 6520 VISALIA CA 93290 14981404 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. 14 14 71 299 0 0 3929621 4798768 4892058 4842635 391433 710704 644267 2133926 9857379 12486033 0 0 0 0 5636605 5026198 0 0 0 4450700 5298743 10087305 10324941 -229926 2161092 58671874 61149446 27991609 28757039 30680265 32392407 X IMPROVING THE LIVING CONDITIONS OF LOW INCOME FAMILIES THROUGH HOUSING AND COMMUNITY DEVELOPMENT. 0 0 9260077 4842635 SELF-HELP HOUSING - ASSISTED 46 FAMILIES IN COMPLETING THE CONSTRUCTION OF THEIR NEW HOMES. 62 OTHER HOMES WERE IN THE PROCESS OF CONSTRUCTION AS OF JUNE 30, 2014. HOMEBUYER ASSISTANCE PROGRAM - 56 FAMILIES RECEIVED SECONDARY MORTGAGE FINANCING TO HELP THEM PURCHASE HOMES.REHABILITATION - 58 FAMILIES RECEIVED FINANCING AND ASSISTANCE IN THE REHABILITATION OR RECONSTRUCTION OF THEIR HOMES. AN ADDITIONAL 15 FAMILIES WERE ASSISTED WITH EMERGENCY HOME REPAIRS OR DOMESTIC WELL FINANCING.MULTIFAMILY HOUSING - 1,306 LOW INCOME HOUSING FAMILIES RESIDE IN 26 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 - 478 LOW INCOME HOUSEHOLDS RECEIVED INDIVIDUAL AND/OR CLASSROOM HOMEOWNERSHIP TRAINING. 9260077 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 87 0 1 71 1 0 0 0 0 0 0 0 0 0 0 X 14 14 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 LAURA CHAPA BOARD MEMBER 1.00 X 0 0 0 MARV HANSEN BOARD MEMBER-VICE CHAIR 5.00 X 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-CHAIR 5.00 X 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 SHERRY TIETJENS BOARD MEMBER 1.00 X 0 0 0 SUSAN ZACHARY-KREPS BOARD MEMBER 1.00 X 0 0 0 ISABEL OLMOS BOARD MEMBER 1.00 X 0 0 0 BOB FRIESEN BOARD MEMBER 1.00 X 0 0 0 DUANE SCOTT BOARD MEMBER 1.00 X 0 0 0 PETER CAREY PRESIDENT 40.00 X 165280 0 5607 PAUL BOYER SECRETARY 40.00 X 80971 0 3621 THOMAS COLLISHAW VICE-PRESIDENT 40.00 X 134969 0 10118 DOUG PINGEL SECRETARY 40.00 X 104508 0 11147 KATHRYN LONG-PENCE SECRETARY 40.00 X 101136 0 10999 DIRK HOLKEBOER SECRETARY 40.00 X 101908 0 11292 SUSAN ATKINS SECRETARY 40.00 X 96439 0 22572 785211 0 75356 5 0 1 0 ANTONIO GONZALEZ DBA SPEEDY 19625 AVENUE 304 EXETER CA 93221 GENERAL CONTRACTOR 483520 ANTONIO NIETO 1076 TUOHY AVENUE EXETER CA 93221 GENERAL CONTRACTOR 388442 HAVNER BROTHERS CONSTRUCTION PO BOX 337 EXETER CA 93221 GENERAL CONTRACTOR 387883 HELIODORO TAVAR DBA MALAGA 3943 W WILLOW AVE FRESNO CA 93725 GENERAL CONTRACTOR 258120 LUIS PALMA 743 DAVIS AVENUE EXETER CA 93221 GENERAL CONTRACTOR 238486 9 3699643 1099125 622852 4798768 CONTRACT INCOME 900099 3309085 3309085 RENTAL INCOME 900099 1533550 1533550 4842635 403369 403369 2802706 2495371 307335 307335 307335 LOAN FORGIVENESS 900099 1294000 1294000 OTHER INCOME 900099 839926 839926 2133926 12486033 4842635 0 2844630 797717 650749 146968 2826743 2305957 520786 194487 161569 32918 870647 723284 147363 336604 279631 56973 19334 17788 1546 477656 458761 18895 227316 215376 11940 374441 374441 550625 536841 13784 249543 232348 17195 OTHER EXPENSES 1453587 1445318 8269 PARTICIPANT LOANS 1035443 1035443 PROJECT COSTS 352148 352148 CONTRACT SERVICES 285172 224840 60332 273478 245583 27895 10324941 9260077 1064864 0 11341106 11555701 5890435 3909689 601447 220911 1469044 1853602 10081046 11136923 104351 60229 18979305 8703020 11035485 10276285 1229923 3713126 16919037 18422980 58671874 61149446 1383026 1893250 8898337 11315132 17710246 14225253 0 1323404 27991609 28757039 X 26234504 29601839 653936 153410 3791825 2637158 30680265 32392407 58671874 61149446 2161092 -448950 0 X X 0 1 X 1 1 1 X 4828082 4762179 4906363 3929621 4798768 23225013 4828082 4762179 4906363 3929621 4798768 23225013 23225013 281942 511757 557210 344427 403369 2098705 25323718 16006228 0.91710 0.90150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35227 35227 10289714 10324941 666247 166562 0 0 758468 598439 618935 666247 2642089 3963134 25395 13489 28511 35227 102622 189617 149610 154734 166562 660523 990785 148202 11708 -6500 153410 143774 10678 -6250 148202 133443 10331 143774 133536 3270 3363 133443 129873 4043 380 133536 0 0 618468 197000 815468 14383579 2164051 8495791 8051839 0 1365519 250688 207229 1408978 0 10276285 INVESTMENTS IN AFFILIATES 1221112 C INVESTMENTS IN MARKETABLE SECURITIES 2492014 F 3713126 LAND HELD FOR DEVELOPMENT 16561894 IMPOUND/RESERVE ACCOUNTS 1201086 DEPOSITS 660000 18422980 REFUNDABLE ADVANCES 799875 ACCRUED INTEREST 523529 1323404 X 16660912 4174879 4174879 12486033 0 12486033 15200527 4875586 4875586 10324941 0 10324941 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 990 686,305. REVENUES FROM NUEVA SIERRA CORPORATION, REPORTED ON SEPARATE LLC RETURN 214,948. REVENUES FROM SELF HELP COMMUNITIES LLC, REPORTED ON SEPARATE LLC RETURN 353,585. BASIS IN PROPERTY SOLD 2,495,371. REVENUES FROM ALMOND COURT FILING SEPARATE 990 285,782. REVENUES FROM CALIENTE CREEK FILING SEPARATE 990 156,126. REVENUES FROM VILLA HERMOSA FILING SEPARATE 990 134,143. ELIMINATING ENTRIES -151,381. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM NORTH PARK APARTMENTS HOUSING CORPORATION FILING SEPARATE 990 843,629. EXPENSES FROM SELF HELP COMMUNITIES I, LLC 464,040. BASIS OF PROPERTY SOLD 2,495,371. EXPENSES FROM NUEVA SIERRA VISTA CORPORATION 343,027. EXPENSES FROM ALMOND COURT FILING SEPARATE 990 414,793. EXPENSES FROM CALIENTE CREEK FILING SEPARATE 990 256,740. EXPENSES FROM VILLA HERMOSA FILING SEPARATE 990 209,367. ELIMINATING ENTRIES -151,381. X X X X 0 0 0 0 0 0 0 0 0 PETER CAREY PRESIDENT 165280 0 0 0 0 0 5533 0 74 0 170887 0 0 0 X 2 622852 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 5 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. FORM 990, 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 270516328 LOW-INCOME HOUSING DEVELOPMENT CA 40 0 N/A PARKSDALE VILLAGE II LLC PO BOX 6520 VISALIA CA 93290 941592676 LOW-INCOME HOUSING DEVELOPMENT CA 36 0 N/A SELF-HELP COMMUNITIES 1 LLC PO BOX 6520 VISALIA CA 93290 941592676 LOW-INCOME HOUSING DEVELOPMENT CA 353585 0 N/A VISCAYA GARDENS LLC PO BOX 6520 VISALIA CA 93290 770523855 LOW-INCOME HOUSING DEVELOPMENT CA 0 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. A N/A 0 RANCHO LINDO PARTNERS PO BOX 6520 VISALIA CA 93290 870769873 LOW INCOME HOUSING CA N/A RELATED 24893 -282 0 1 GOSHEN VILLAGE PARTNERS II PO BOX 6520 VISALIA CA 93290 270516328 LOW INCOME HOUSING CA N/A RELATED 14961 389921 0 1 PARKSDALE VILLAGE PARTNERS LP PO BOX 6520 VISALIA CA 93290 264227352 LOW INCOME HOUSING CA N/A RELATED -27 346894 0 1 ALMOND COURT PARTNERS PO BOX 6520 VISALIA CA 93290 770413864 LOW INCOME HOUSING CA N/A RELATED 12700 -17315 0 1 BIOLA VILLAGE PARTNERS PO BOX 6520 VISALIA CA 93290 113744055 LOW INCOME HOUSING CA N/A RELATED -38 424202 0 1 CALIENTE CREEK PARTNERS PO BOX 6520 VISALIA CA 93290 770479041 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14981 -169 0 1 CASITAS DEL SOL PARTNERS PO BOX 6520 VISALIA CA 93290 770546982 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14984 -141 0 1 COTTONWOOD CREEK FAMILY HOUSING PARTNERS PO BOX 6520 VISALIA CA 93290 770555824 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14983 873 0 1 GOSHEN VILLAGE PARTNERS PO BOX 6520 VISALIA CA 93290 260012377 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14973 6009 0 1 LINCOLN PLAZA PO BOX 6520 VISALIA CA 93290 432100407 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -34 98846 0 1 NUEVA SIERRA VISTA ASSOCIATES PO BOX 6520 VISALIA CA 93290 770359301 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -76450 -927048 0 1 PARADISE ROAD PARTNERS PO BOX 6520 VISALIA CA 93290 770412624 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 13462 119310 0 1 PARKSDALE VILLAGE PARTNERS II PO BOX 6520 VISALIA CA 93290 270516389 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 11960 -69 0 1 ROLLING HILLS PARTNERS PO BOX 6520 VISALIA CA 93290 571180857 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 11981 423 0 1 SAND CREEK PARTNERS PO BOX 6520 VISALIA CA 93290 861144344 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -47 -373 0 1 VISCAYA GARDENS PARTNERS PO BOX 6520 VISALIA CA 93290 455145428 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 11961 -42 0 1 SUNRISE VILLA PARTNERS PO BOX 6520 VISALIA CA 93290 770581562 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14982 3796 0 1 VILLA DEL REY PARTNERS PO BOX 6520 VISALIA CA 93290 342015545 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -36 -147 0 1 VILLA HERMOSA PARTNERS PO BOX 6520 VISALIA CA 93290 770488657 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14986 -112 0 1 VILLA SANTA GUADALUPE PARTNERS PO BOX 6520 VISALIA CA 93290 770546983 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 19976 -214 0 1 WASHINGTON PLAZA PARTNERS PO BOX 6520 VISALIA CA 93290 861144345 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -34 -289 0 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 ALMOND COURT D 199584 BIOLA VILLAGE D 309424 CALIENTE CREEK D 250114 LINCOLN PLAZA D 277846 NUEVA SIERRA VISTA D 199500 PARKSDALE VILLAGE D 66138 ROLLING HILLS D 300000 SAND CREEK D 262307 SOLINAS VILLAGE D 273600 VILLA DEL REY D 151754 WASHINGTON PLAZA D 301000 GATEWAY VILLAGE D 650350 BIOLA VILLAGE L 55863 CALIENTE CREEK L 29981 CASITAS DEL SOL L 20852 COTTONWOOD CREEK L 30033 GATEWAY VILLAGE L 30000 GOSHEN VILLAGE L 23572 GOSHEN VILLAGE II L 34904 LINCOLN PLAZA L 38903 PARKSDALE VILLAGE II L 70899 PARKSDALE VILLAGE PARTNERS L 74369 RANCHO LINDO L 30000 ROLLING HILLS L 19686 SAND CREEK L 29825 SUNRISE VILLA L 29967 VILLA DEL REY L 31838 VILLA HERMOSA L 29946 VILLA SANTA GUADALUPE L 21409 WASHINGTON PLAZA L 24000 ALMOND COURT L 20487 NORTH PARK L 20000 NUEVA SIERRA VISTA L 21000 SOLINAS VILLAGE L 29967 VISCAYA GARDENS PARTNERS L 21797