2013-01-23T17:27:45-06:00 2012-06-30 262521787 MORSE WITTWER SAMPSON LLP 265 E RIVER PARK CIRCLE STE 110 FRESNO CA 93720 990 2011-07-01 941592676 SELF-HELP ENTERPRISES SELF 5598021602 PO BOX 6520 VISALIA CA 93290 PETER CAREY 5598021602 2013-01-14 1 SHERYL E MORSE P00525710 5593895700 2011 2016-02-25 16:41:14Z PETER CAREY PO BOX 6520 VISALIA CA 93290 13513804 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 77 0 0 0 4762179 4906363 4380134 4562651 510855 265359 1027766 1121177 10680934 10855550 0 0 0 0 5800760 5606690 0 0 7952 3534288 3362098 9335048 8968788 1345886 1886762 58779334 60417657 29252605 29507466 29526729 30910191 X IMPROVING THE LIVING CONDITIONS OF LOW INCOME FAMILIES THROUGH HOUSING AND COMMUNITY DEVELOPMENT. 0 0 7829173 4156718 4562651 SELF-HELP HOUSING - ASSISTED 65 FAMILIES IN COMPLETING THE CONSTRUCTION OF THEIR NEW HOMES. 55 OTHER HOMES WERE IN THE PROCESS OF CONSTRUCTION AS OF JUNE 30, 2012. HOMEBUYER ASSISTANCE PROGRAM - 76 FAMILIES RECEIVED SECONDARY MORTGAGE FINANCING TO HELP THEM PURCHASE HOMES.REHABILITATION - 77 FAMILIES RECEIVED FINANCING AND ASSISTANCE IN THE REHABILITATION OR RECONSTRUCTION OF THEIR HOMES. AN ADDITIONAL 28 FAMILIES WERE ASSISTED WITH EMERGENCY HOME REPAIRS OR DOMESTIC WELL FINANCING.MULTIFAMILY HOUSING - 1,258 LOW INCOME HOUSING FAMILIES RESIDE IN 25 AFFORDABLE RENTAL HOUSING PROJECTS DEVELOPED AND SPONSORED BY SELF-HELP ENTERPRISES. TWO PROJECTS ARE 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 - 745 LOW INCOME HOUSEHOLDS RECEIVED INDIVIDUAL AND/OR CLASSROOM HOMEOWNERSHIP TRAINING AND 222 HOUSEHOLDS RECEIVED FORECLOSURE MITIGATION COUNSELING. 7829173 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 72 0 1 77 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 LAURA CHAPA 1.00 X 0 0 0 FRANCIS ORTIZ 1.00 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 MIKE MAYO 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 MARV HANSEN 5.00 X X 0 0 0 PETER CAREY 40.00 X 165040 0 463 THOMAS COLLISHAW 40.00 X 129441 0 9867 DOUG PINGEL 40.00 X 104108 0 6587 KATHRYN LONG-PENCE 40.00 X 47669 0 3592 DIRK HOLKEBOER 40.00 X 98800 0 11315 DENISE FLETCHER 40.00 X 100828 0 6587 SUSAN ATKINS 40.00 X 73793 0 11791 719679 0 50202 4 0 1 0 ANTONIO GONZALEZ DBA SPEEDY 42872 NORTH FORK DRIVE THREE RIVERS CA 93271 GENERAL CONTRACTOR 928884 HAVNER BROTHERS CONSTRUCTION PO BOX 337 EXETER CA 93221 GENERAL CONTRACTOR 612482 DON BEST DBA BEST CONSTRUCTION 4929 AVE 252 TULARE CA 93274 GENERAL CONTRACTOR 273443 DONALD R DODDS DBA DODDS AND FERGUSON EN 3491 N MOONEY BLVD TULARE CA 93274 GENERAL CONTRACTOR 227643 ALBERT SANDOVAL DBA SANDOVAL 1538 S EXETER CT VISALIA CA 93292 GENERAL CONTRACTOR 216652 5 3443218 1463145 4906363 CONTRACT INCOME 900099 2908777 2908777 RENTAL INCOME 900099 1567762 1525262 42500 MANAGEMENT FEES 900099 86112 86112 4562651 557210 557210 2366403 2658254 -291851 -291851 -291851 OTHER INCOME 900099 857177 857177 EARNED LOAN FORGIVENES 900099 264000 264000 1121177 10855550 4520151 0 1429036 821399 692092 129307 3289354 2697270 592084 208395 172968 35427 954025 791841 162184 333517 275804 57713 34297 30871 3426 386051 366479 19572 235174 214984 20190 272408 272408 596799 581637 15162 220157 203237 16920 CONTRACT SERVICES 608308 565307 43001 OTHER EXPENSES 531960 516091 7917 7952 PROJECT COSTS 120222 120222 RESERVE EXPENDITURES 90099 90099 266623 237863 28760 8968788 7829173 1131663 7952 11139687 11200611 3629706 3635981 874418 484330 1548642 1820411 8970193 10875295 1033006 1397168 71949 205703 19598480 7807765 11140483 11790715 672888 995418 19698362 18012025 58779334 60417657 3452813 2195564 6074581 7294409 19725211 20017493 29252605 29507466 X 25202691 26649171 867812 809195 3456226 3451825 29526729 30910191 58779334 60417657 X 1886762 -503300 X X 0 1 1 X 1 1 X 5770921 4868892 4828082 4762179 4906363 25136437 5770921 4868892 4828082 4762179 4906363 25136437 25136437 735103 851174 281942 511757 557210 2937186 28073623 19021415 0.89540 0.88860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13489 13489 8955299 8968788 598439 149610 0 0 857678 725639 758468 598439 2940224 4410336 19126 21962 25395 13489 79972 214420 181410 189617 149610 735057 1102586 133443 10331 143774 133536 3270 3363 133443 129873 4043 380 133536 127172 3986 1285 129873 0 0 1245468 1245468 17800241 7547035 10253206 552771 260730 292041 0 11790715 LAND HELD FOR DEVELOPMENT 16816477 IMPOUND/RESERVE ACCOUNTS 1138001 CERTIFICATES OF DEPOSIT 57547 18012025 10855550 8968788 1886762 -503300 -503300 1383462 15292417 4436867 4436867 10855550 0 10855550 15525093 6556305 6556305 8968788 0 8968788 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 8 - OTHER ADJUSTMENTS: IMPAIRMENT LOSS ON REAL ESTATE -503,300. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVENUES FROM NORTH PARK APARTMENTS HOUSING CORPORATION FILING SEPARATE 990 689,547. DEFERRED LOANS 713,500. REVENUES FROM NUEVA SIERRA CORPORATION, REPORTED ON SEPARATE LLC RETURN 199,927. REVENUES FROM SELF HELP COMMUNITIES LLC, REPORTED ON SEPARATE LLC RETURN 175,639. BASIS IN PROPERTY SOLD 2,658,254. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM NORTH PARK APARTMENTS HOUSING CORPORATION FILING SEPARATE 990 816,497. DEFERRED LOANS 713,500. IMPAIRMENT LOSS ON REAL ESTATE 503,300. EXPENSES FROM NUEVA SIERRA VISTA CORPORATION 561,954. EXPENSES FROM SELF HELP COMMUNITIES I, LLC 1,302,800. BASIS OF PROPERTY SOLD 2,658,254. X X X X 0 0 0 0 0 0 0 0 0 PETER CAREY 165040 0 0 0 0 0 0 0 463 0 165503 0 0 0 DOOLEY HERR PELTZER & RICHARDSON LLP FORMER BOARD MEMBER IS A PARTNER OF THE INTERESTED PARTY 20109 LEGAL SERVICES 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVED AT A BOARD MEETING. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: IMPAIRMENT LOSS ON REAL ESTATE -503,300. TOTAL TO FORM 990, PART XI, LINE 5: -503,300. 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 501 (C)(3) LINE 7-PART 1 SCH. A N/A 0 SHE CEF 1 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 PARKSDALE VILLAGE II LLC PO BOX 6520 VISALIA CA 93290 941592676 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 25726 -170 0 1 GOSHEN VILLAGE PARTNERS II PO BOX 6520 VISALIA CA 93290 270516328 LOW INCOME HOUSING CA N/A RELATED -23 389984 0 1 PARKSDALE VILLAGE PARTNERS LP PO BOX 6520 VISALIA CA 93290 264227352 LOW INCOME HOUSING CA N/A RELATED -34 113136 0 1 ALMOND COURT PARTNERS PO BOX 6520 VISALIA CA 93290 770413864 LOW INCOME HOUSING CA N/A RELATED 22746 -15009 0 1 BIOLA VILLAGE PARTNERS PO BOX 6520 VISALIA CA 93290 113744055 LOW INCOME HOUSING CA RELATED -38 424285 0 0 CALIENTE CREEK PARTNERS PO BOX 6520 VISALIA CA 93290 770479041 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14981 -130 0 1 CASITAS DEL SOL PARTNERS PO BOX 6520 VISALIA CA 93290 770546982 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14984 -102 0 1 COTTONWOOD CREEK FAMILY HOUSING PARTNERS PO BOX 6520 VISALIA CA 93290 770555824 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14977 914 0 1 GOSHEN VILLAGE PARTNERS PO BOX 6520 VISALIA CA 93290 260012377 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14975 6068 0 1 LINCOLN PLAZA PO BOX 6520 VISALIA CA 93290 432100407 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -34 98927 0 1 NUEVA SIERRA VISTA ASSOCIATES PO BOX 6520 VISALIA CA 93290 770359301 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 11845 -2422 0 1 PARADISE ROAD PARTNERS PO BOX 6520 VISALIA CA 93290 770412624 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 13539 122159 0 1 PARKSDALE VILLAGE PARTNERS II PO BOX 6520 VISALIA CA 93290 270516389 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 0 1 ROLLING HILLS PARTNERS PO BOX 6520 VISALIA CA 93290 571180857 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 19978 469 0 1 SAND CREEK PARTNERS PO BOX 6520 VISALIA CA 93290 861144344 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -48 -278 0 1 SOLINAS VILLAGE PARTNERS PO BOX 6520 VISALIA CA 93290 770400827 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 13166 530 0 1 SUNRISE VILLA PARTNERS PO BOX 6520 VISALIA CA 93290 770581562 LOW-INCOME HOUSING DEVELOPMENT CA RELATED 14983 3835 0 0 VILLA DEL REY PARTNERS PO BOX 6520 VISALIA CA 93290 342015545 LOW-INCOME HOUSING DEVELOPMENT CA RELATED -35 -90 0 0 VILLA HERMOSA PARTNERS PO BOX 6520 VISALIA CA 93290 770488657 LOW-INCOME HOUSING DEVELOPMENT CA RELATED 14983 -85 0 0 VILLA SANTA GUADALUPE PARTNERS PO BOX 6520 VISALIA CA 93290 770546983 LOW-INCOME HOUSING DEVELOPMENT CA RELATED 19975 -168 0 0 WASHINGTON PLAZA PARTNERS PO BOX 6520 VISALIA CA 93290 861144345 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -37 -216 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 PARKSDALE VILLAGE PARTNERS II D 1847789 NUEVA SIERRA VISTA REHAB D 199500 SOLINAS VILLAGE REHAB D 273600 ALMOND COURT REHAB D 199584 CALIENTE CREEK REHAB D 250114 LINCOLN PLAZA D 277846 VILLA DEL REY D 151754 WASHINGTON PLAZA D 301000 SAND CREEK D 262307 BEAR CREEK D 140000 BIOLA D 309424 PARKSDALE D 99611 VISCAYA GARDENS PARTNERS D 541250 ROLLING HILLS D 300000 ALMOND COURT REHAB K 39667 CALIENTE CREEK REHAB K 28419 CASITAS DEL SOL K 21588 COTTONWOOD CREEK K 31980 GATEWAY VILLAGE K 32983 GOSHEN VILLAGE K 20734 NUEVA SIERRA VISTA REHAB K 21250 RANCHO LINDO K 24097 ROLLING HILLS K 24000 SOLINAS VILLAGE REHAB K 22500 SUNRISE VILLA K 31996 VILLA DE GUADALUPE K 23953 VILLA HERMOSA K 30992