2014-02-14T17:19:04-06:00 2013-06-30 262521787 MORSE WITTWER SAMPSON LLP 265 E RIVER PARK CIRCLE STE 110 FRESNO CA 93720 990 2012-07-01 941592676 SELF-HELP ENTERPRISES SELF 5598021602 PO BOX 6520 VISALIA CA 93290 PETER CAREY 5598021602 2014-02-14 1 SHERYL E MORSE P00525710 5593895700 2012 2015-11-30 17:44:51Z PETER CAREY PO BOX 6520 VISALIA CA 93290 15651143 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 73 313 0 0 4906363 3929621 4562651 4892058 265359 391433 1121177 644267 10855550 9857379 0 0 0 0 5606690 5636605 0 0 10018 3362098 4450700 8968788 10087305 1886762 -229926 60417657 58671874 29507466 27991609 30910191 30680265 X IMPROVING THE LIVING CONDITIONS OF LOW INCOME FAMILIES THROUGH HOUSING AND COMMUNITY DEVELOPMENT. 0 0 8900843 4849458 SELF-HELP HOUSING - ASSISTED 65 FAMILIES IN COMPLETING THE CONSTRUCTION OF THEIR NEW HOMES. 56 OTHER HOMES WERE IN THE PROCESS OF CONSTRUCTION AS OF JUNE 30, 2013. HOMEBUYER ASSISTANCE PROGRAM - 52 FAMILIES RECEIVED SECONDARY MORTGAGE FINANCING TO HELP THEM PURCHASE HOMES.REHABILITATION - 53 FAMILIES RECEIVED FINANCING AND ASSISTANCE IN THE REHABILITATION OR RECONSTRUCTION OF THEIR HOMES. AN ADDITIONAL 14 FAMILIES WERE ASSISTED WITH EMERGENCY HOME REPAIRS OR DOMESTIC WELL FINANCING.MULTIFAMILY HOUSING - 1,305 LOW INCOME HOUSING FAMILIES RESIDE IN 25 AFFORDABLE RENTAL HOUSING PROJECTS DEVELOPED AND SPONSORED BY SELF-HELP ENTERPRISES. ONE PROJECT IS IN THE DEVELOPMENT PIPELINE. EACH PROJECT PROVIDES A RANGE OF COMPREHENSIVE RESIDENT SERVICES SUCH AS CHILD CARE, AFTER-SCHOOL PROGRAMS, 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. OVER 500 NEW RESIDENTIAL SEWER OR WATER CONNECTIONS WERE COMPLETED.HOMEOWNERSHIP EDUCATION AND COUNSELING - 489 LOW INCOME HOUSEHOLDS RECEIVED INDIVIDUAL AND/OR CLASSROOM HOMEOWNERSHIP TRAINING AND 146 HOMEOWNERS RECEIVED FORECLOSURE MITIGATION COUNSELING. 8900843 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 91 0 1 73 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 1.00 X 0 0 0 MARV HANSEN 5.00 X X 0 0 0 RALPH ROSEDALE 1.00 X 0 0 0 RAY CHAVEZ 1.00 X 0 0 0 YOLANDA GONZALES 1.00 X 0 0 0 DAVE HERB 1.00 X 0 0 0 RICH BARRON 1.00 X 0 0 0 GRACIELA MARTINEZ 1.00 X 0 0 0 GARY RODRIGUEZ 1.00 X 0 0 0 SHERRY TIETJENS 1.00 X 0 0 0 SUSAN ZACHARY-KREPS 1.00 X 0 0 0 ISABEL OLMOS 1.00 X 0 0 0 BOB FRIESEN 5.00 X X 0 0 0 DUANE SCOTT 5.00 X X 0 0 0 PETER CAREY 40.00 X 165464 0 7131 SUSAN ATKINS 40.00 X 97187 0 15472 THOMAS COLLISHAW 40.00 X 131770 0 15705 DOUG PINGEL 40.00 X 104149 0 11104 KATHRYN LONG-PENCE 40.00 X 95760 0 10881 DIRK HOLKEBOER 40.00 X 102006 0 11333 DENISE FLETCHER 40.00 X 99468 0 11104 795804 0 82730 4 0 1 0 ANTONIO GONZALEZ DBA SPEEDY 19625 AVENUE 304 EXETER CA 93221 GENERAL CONTRACTOR 375417 HAVNER BROTHERS CONSTRUCTION PO BOX 337 EXETER CA 93221 GENERAL CONTRACTOR 333988 HELIODORO TOVAR DBA MALAGA 3943 S WILLOW FRESNO CA 93725 GENERAL CONTRACTOR 206125 DONALD R DODDS DBA DODDS AND FERGUSON EN 3491 N MOONEY BLVD TULARE CA 93274 GENERAL CONTRACTOR 202458 DON BEST DBA BEST CONSTRUCTION 4860 AVENUE 252 TULARE CA 93274 GENERAL CONTRACTOR 195172 12 3304317 625304 3929621 CONTRACT INCOME 900099 3228074 3228074 RENTAL INCOME 900099 1573408 1530808 42600 MANAGEMENT FEES 900099 90576 90576 4892058 344427 344427 5840770 5793764 47006 47006 47006 OTHER INCOME 900099 644267 644267 644267 9857379 4849458 0 1078300 809562 663841 145721 3293308 2700513 592795 227088 188483 38605 955594 793143 162451 351053 291374 59679 30663 28177 2486 430263 413167 17096 250414 222190 28224 262588 262588 578180 563012 15168 229587 212240 17347 DEFERRED LOANS 708600 708600 OTHER EXPENSES 498882 481289 7575 10018 CONTRACT SERVICES 471890 406934 64956 RE-USE LOANS 390800 390800 598833 574492 24341 10087305 8900843 1176444 10018 11200611 11341106 3635981 5890435 484330 601447 1820411 1469044 10875295 10081046 1397168 205703 104351 19310747 8275262 11790715 11035485 995418 1229923 18012025 16919037 60417657 58671874 2195564 1383026 7294409 8898337 20017493 17710246 29507466 27991609 X 26649171 26234504 809195 653936 3451825 3791825 30910191 30680265 60417657 58671874 -229926 0 X X 0 1 X 1 1 1 X 4868892 4828082 4762179 4906363 3929621 23295137 4868892 4828082 4762179 4906363 3929621 23295137 23295137 851174 281942 511757 557210 344427 2546510 25841647 16943689 0.90150 0.89540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28511 28511 9350194 9378705 618935 154734 0 0 725639 758468 598439 618935 2701481 4052222 21962 25395 13489 28511 89357 181410 189617 149610 154734 675371 1013057 143774 10678 -6250 148202 133443 10331 143774 133536 3270 3363 133443 129873 4043 380 133536 127172 3986 1285 129873 0 0 1115468 1115468 17473436 7978201 9495235 721843 297061 424782 0 11035485 LAND HELD FOR DEVELOPMENT 15873557 IMPOUND/RESERVE ACCOUNTS 1045480 16919037 X 16890133 7032754 7032754 9857379 0 9857379 17473779 7386474 7386474 10087305 0 10087305 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 990 686,000. REVENUES FROM NUEVA SIERRA CORPORATION, REPORTED ON SEPARATE LLC RETURN 201,695. REVENUES FROM SELF HELP COMMUNITIES LLC, REPORTED ON SEPARATE LLC RETURN 351,295. BASIS IN PROPERTY SOLD 5,793,764. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM NORTH PARK APARTMENTS HOUSING CORPORATION FILING SEPARATE 990 789,154. EXPENSES FROM SELF HELP COMMUNITIES I, LLC 462,922. BASIS OF PROPERTY SOLD 5,793,764. EXPENSES FROM NUEVA SIERRA VISTA CORPORATION 340,634. X X X X 0 0 0 0 0 0 0 0 0 PETER CAREY 165464 0 0 0 0 0 6640 0 491 0 172595 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. 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 38 0 N/A PARKSDALE VILLAGE II LLC PO BOX 6520 VISALIA CA 93290 941592676 LOW-INCOME HOUSING DEVELOPMENT CA 11 0 N/A SELF-HELP COMMUNITIES 1 LLC PO BOX 6520 VISALIA CA 93290 941592676 LOW-INCOME HOUSING DEVELOPMENT CA 351295 0 N/A VISCAYA GARDENS LLC PO BOX 6520 VISALIA CA 93290 770523855 LOW-INCOME HOUSING DEVELOPMENT CA 0 0 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 24047 -224 0 1 GOSHEN VILLAGE PARTNERS II PO BOX 6520 VISALIA CA 93290 270516328 LOW INCOME HOUSING CA N/A RELATED -50 389948 0 1 PARKSDALE VILLAGE PARTNERS LP PO BOX 6520 VISALIA CA 93290 264227352 LOW INCOME HOUSING CA N/A RELATED -32 346923 0 1 ALMOND COURT PARTNERS PO BOX 6520 VISALIA CA 93290 770413864 LOW INCOME HOUSING CA N/A RELATED 23874 -16186 0 1 BIOLA VILLAGE PARTNERS PO BOX 6520 VISALIA CA 93290 113744055 LOW INCOME HOUSING CA N/A RELATED -39 424243 0 1 CALIENTE CREEK PARTNERS PO BOX 6520 VISALIA CA 93290 770479041 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14982 -150 0 1 CASITAS DEL SOL PARTNERS PO BOX 6520 VISALIA CA 93290 770546982 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14979 -124 0 1 COTTONWOOD CREEK FAMILY HOUSING PARTNERS PO BOX 6520 VISALIA CA 93290 770555824 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14980 892 0 1 GOSHEN VILLAGE PARTNERS PO BOX 6520 VISALIA CA 93290 260012377 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14975 6039 0 1 LINCOLN PLAZA PO BOX 6520 VISALIA CA 93290 432100407 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -34 98887 0 1 NUEVA SIERRA VISTA ASSOCIATES PO BOX 6520 VISALIA CA 93290 770359301 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -77023 -799984 0 1 PARADISE ROAD PARTNERS PO BOX 6520 VISALIA CA 93290 770412624 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 13595 120799 0 1 PARKSDALE VILLAGE PARTNERS II PO BOX 6520 VISALIA CA 93290 270516389 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -35 -31 0 1 ROLLING HILLS PARTNERS PO BOX 6520 VISALIA CA 93290 571180857 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 11980 444 0 1 SAND CREEK PARTNERS PO BOX 6520 VISALIA CA 93290 861144344 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -46 -324 0 1 VISCAYA GARDENS PARTNERS PO BOX 6520 VISALIA CA 93290 455145428 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 0 1 SUNRISE VILLA PARTNERS PO BOX 6520 VISALIA CA 93290 770581562 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14983 3815 0 1 VILLA DEL REY PARTNERS PO BOX 6520 VISALIA CA 93290 342015545 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -35 -118 0 1 VILLA HERMOSA PARTNERS PO BOX 6520 VISALIA CA 93290 770488657 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14985 -98 0 1 VILLA SANTA GUADALUPE PARTNERS PO BOX 6520 VISALIA CA 93290 770546983 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 19976 -189 0 1 WASHINGTON PLAZA PARTNERS PO BOX 6520 VISALIA CA 93290 861144345 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -35 -253 0 0 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 ALMOND COURT L 39997 BIOLA VILLAGE L 40576 CALIENTE CREEK L 29308 CASITAS DEL SOL L 19028 COTTONWOOD CREEK L 29552 GATEWAY VILLAGE L 30000 GOSHEN VILLAGE L 19500 GOSHEN VILLAGE II L 33571 LINCOLN PLAZA L 40848 PARKSDALE VILLAGE II L 1875 PARKSDALE VILLAGE PARTNERS L 46500 RANCHO LINDO L 30000 ROLLING HILLS L 20107 SAND CREEK L 30000 SUNRISE VILLA L 32848 VILLA DEL REY L 20547 VILLA HERMOSA L 25943 VILLA SANTA GUADALUPE L 19904 WASHINGTON PLAZA L 24000 NORTH PARK L 15000 NUEVA SIERRA VISTA L 22500 SOLINAS VILLAGE L 8633