2012-03-06T17:44:38-06:00 2011-06-30 MORSE WITTWER SAMPSON LLP 265 E RIVER PARK CIRCLE STE 110 FRESNO CA 93720 990 2010-07-01 941592676 SELF-HELP ENTERPRISES SELF 5598021602 PO BOX 6520 VISALIA CA 93290 PETER CAREY 5598021602 2012-03-06 1 SHERYL M YARDUMIAN 5593895700 2010 2016-02-24 21:20:13Z PETER CAREY PO BOX 6520 VISALIA CA 93290 14545219 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. 16 16 87 150 0 0 4828082 4762179 3649538 4380134 281942 510855 3530122 1027766 12289684 10680934 0 0 0 0 6293491 5800760 0 0 10269 4016504 3534288 10309995 9335048 1979689 1345886 57603258 58779334 27805415 29252605 29797843 29526729 X IMPROVING THE LIVING CONDITIONS OF LOW INCOME FAMILIES THROUGH HOUSING AND COMMUNITY DEVELOPMENT. 0 0 8768986 3202859 4380134 SELF-HELP HOUSING - ASSISTED 26 FAMILIES IN COMPLETING THE CONSTRUCTION OF THEIR NEW HOMES. 56 OTHER HOMES WERE IN THE PROCESS OF CONSTRUCTION AS OF JUNE 30, 2011. HOMEBUYER ASSISTANCE PROGRAM - 79 FAMILIES RECEIVED SECONDARY MORTGAGE FINANCING TO HELP THEM PURCHASE HOMES.REHABILITATION - 89 FAMILIES RECEIVED FINANCING AND ASSISTANCE IN THE REHABILITATION OR RECONSTRUCTION OF THEIR HOMES. AN ADDITIONAL 24 FAMILIES WERE ASSISTED WITH EMERGENCY HOME REPAIRS OR DOMESTIC WELL FINANCING.MULTIFAMILY HOUSING - 1,210 LOW INCOME HOUSING FAMILIES RESIDE IN 24 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 61 SMALL RURAL COMMUNITIES. OVER 500 NEW RESIDENTIAL SEWER OR WATER CONNECTIONS WERE COMPLETED.HOMEOWNERSHIP EDUCATION AND COUNSELING - 856 LOW INCOME HOUSEHOLDS RECEIVED INDIVIDUAL AND/OR CLASSROOM HOMEOWNERSHIP TRAINING AND 389 HOUSEHOLDS RECEIVED FORECLOSURE MITIGATION COUNSELING.LOW INCOME HOUSING APARTMENT COMPLEX 8768986 1 1 0 1 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 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 80 0 1 87 1 0 0 0 0 0 0 0 0 0 0 X 16 16 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 8445 W ELOWIN COURT VISALIA CA 93291 HARVEY MAY 1.00 X 0 0 0 LAURA CHAPA 1.00 X 0 0 0 FRANCES 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 X X 164800 0 618 THOMAS COLLISHAW 40.00 X X 129911 0 6905 DOUG PINGEL 40.00 X X 102172 0 6190 KATHY LONG-PENCE 40.00 X 0 0 0 MICHAEL HARTMAN 40.00 X 103282 0 468 500165 0 14181 4 1 1 0 ANTONIO GONZALEZ DBA SPEEDY 42872 NORTH FORK DRIVE THREE RIVERS CA 93271 GENERAL CONTRACTOR 724297 DON BEST DBA BEST CONSTRUCTION 4929 AVE 252 TULARE CA 93274 GENERAL CONTRACTOR 561182 E AND K MAINTENANCE AND REPAIR 12304 AVE 328 VISALIA CA 93291 GENERAL CONTRACTOR 399659 ROBERT ARTHURTON DBA ROBBIES 148 HARRISON STREET COALINGA CA 93210 GENERAL CONTRACTOR 317716 LOUIS URBANO DBA URBANO PLUM 6532 N ANNAPOLIS FRESNO CA 93722 GENERAL CONTRACTOR 179840 16 3202859 1559320 4762179 CONTRACT INCOME 900099 2910754 2910754 RENTAL INCOME 900099 1469380 1469380 4380134 521926 521926 3853214 3864285 -11071 -11071 -11071 EARNED LOAN FORGIVENES 900099 672000 672000 OTHER INCOME 900099 355766 355766 1027766 10680934 4380134 0 1538621 515331 515331 3714607 3714607 241111 241111 946815 946815 382896 382896 100368 100368 289702 246661 43041 260494 260494 319413 315410 4003 620233 546272 73961 317387 227912 89475 CONTRACT SERVICES 805867 805867 OTHER EXPENSES 277100 266831 10269 PROJECT COSTS 181253 181253 RESERVE EXPENDITURES 101996 101996 SUPPLIES 93442 62437 31005 167033 119556 47477 9335048 8768986 555793 10269 10107898 11139687 3564771 3629706 468318 874418 2160735 1548642 7883765 8970193 402215 1033006 124613 71949 18351449 7210966 11735715 11140483 800648 672888 20354580 19698362 57603258 58779334 2056810 3452813 5229807 6074581 20518798 19725211 27805415 29252605 X 26245683 25202691 751209 867812 2800951 3456226 29797843 29526729 57603258 58779334 X 1345886 -1617000 X X 0 1 1 X 1 1 X 3853255 5770921 4868892 4828082 4762179 24083329 3853255 5770921 4868892 4828082 4762179 24083329 24083329 638101 735103 851174 281942 511757 3018077 27101406 20548516 0.88860 0.89460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25395 25395 11749854 11775249 738762 184691 0 0 679070 857678 725639 738762 3001149 4501724 21457 19126 21962 25395 87940 169768 214420 181410 184691 750289 1125434 133536 3270 3363 133443 129873 4043 380 133536 127172 3986 1285 129873 1.00000 0 0 918468 327000 1245468 13737964 1979666 6786707 8930923 1090814 297537 424259 964092 11140483 LAND HELD FOR DEVELOPMENT 17626936 IMPOUND/RESERVE ACCOUNTS 1701882 CERTIFICATES OF DEPOSIT 57096 CONSTRUCTION ESCROW DEPOSITS 312448 19698362 10680934 9335048 1345886 -1617000 -1617000 -271114 12456935 1776001 1776001 10680934 0 10680934 12909926 3574878 3574878 9335048 0 9335048 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 -1,617,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM NORTH PARK APARTMENTS HOUSING CORPORATION FILING SEPARATE 990 752,462. DEFERRED LOANS 823,200. REVENUE FROM NUEVA SIERRA VISTA FILING SEPARATE LLC TAX RETURN 200,339. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM NORTH PARK APARTMENTS HOUSING CORPORATION FILING SEPARATE 990 740,567. DEFERRED LOANS 823,200. EXPENSES FROM NUEVA SIERRA VISTA FILING SEPARATE LLC TAX RETURN 394,111. IMPAIRMENT LOSS ON REAL ESTATE 1,617,000. X X X X 0 0 0 0 0 0 0 0 0 PETER CAREY 164800 0 0 0 0 0 0 0 618 0 165418 0 0 0 MICHAEL HARTMAN 103282 0 0 0 0 0 0 0 468 0 103750 0 0 0 STAFF COMPUTER LOANS X 8578 15765 0 1 1 ROLLING HILLS PARTNERS X 300000 300000 0 1 1 PARKSDALE VILLAGE PARTNERS X 971262 535791 0 1 1 NORTH PARK X 35177 35177 0 1 1 GOSHEN VILLAGE II PARTNERS X 1037522 1037522 0 1 1 NUEVA SIERRA VISTA CORP X 199500 199500 0 1 1 2123755 DOOLEY HERR PELTZER & RICHARDSON LLP FORMER BOARD MEMBER IS A PARTNER OF THE INTERESTED PARTY 8608 THE ORGANIZATION HAS RECEIVED LEGAL SERVICES FROM A LAW FIRM IN WHICH A FORMER BOARD MEMBER IS A PARTNER. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: IMPAIRMENT LOSS ON REAL ESTATE -1,617,000. TOTAL TO FORM 990, PART XI, LINE 5: -1,617,000. FORM 990, PART XII, LINE 2C: NO CHANGE FROM THE PRIOR YEAR. AN AUDIT COMMITTEE IS APPOINTED THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. 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 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 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 NUEVA SIERRA VISTA CORP PO BOX 6520 VISALIA CA 93290 330603979 LOW-INCOME HOUSING DEVELOPMENT CA 501 (C)(3) LINE 7-PART 1 SCH. A N/A 0 NUEVA SIERRA VISTA ASSOCIATES PO BOX 6520 VISALIA CA 93290 770359301 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 13500 1126 0 1 0.01000 SOLINAS VILLAGE PARTNERS PO BOX 6520 VISALIA CA 93290 770400827 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 12884 -7240 0 1 0.01000 PARADISE ROAD PARTNERS PO BOX 6520 VISALIA CA 93290 770412624 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 13726 123579 0 1 0.01000 ALMOND COURT PARTNERS PO BOX 6520 VISALIA CA 93290 770413864 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 21937 -13703 0 1 0.01000 SUNRISE VILLA PARTNERS PO BOX 6520 VISALIA CA 93290 770581562 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14983 3853 0 1 0.00010 VILLA HERMOSA PARTNERS PO BOX 6520 VISALIA CA 93290 770488657 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14985 -68 0 1 0.00010 BIOLA VILLAGE PARTNERS PO BOX 6520 VISALIA CA 93290 113744055 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -37 424326 0 1 0.00010 CALIENTE CREEK PARTNERS PO BOX 6520 VISALIA CA 93290 770479041 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14973 -111 0 1 0.00010 CASITAS DEL SOL PARTNERS PO BOX 6520 VISALIA CA 93290 770546982 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14981 -85 0 1 0.00010 COTTONWOOD CREEK FAMILY HOUSING PARTNERS PO BOX 6520 VISALIA CA 93290 770555824 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 14980 939 0 1 0.00010 GOSHEN VILLAGE PARTNERS PO BOX 6520 VISALIA CA 93290 260012377 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 0 1 0.00010 LINCOLN PLAZA PO BOX 6520 VISALIA CA 93290 432100407 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -36 98967 0 1 0.00010 PARKSDALE VILLAGE PARTNERS LP PO BOX 6520 VISALIA CA 93290 264227352 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -32 -32 0 1 0.00010 RANCHO LINDO PARTNERS PO BOX 6520 VISALIA CA 93290 870769873 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 19936 -112 0 1 0.00010 ROLLING HILLS PARTNERS PO BOX 6520 VISALIA CA 93290 571180857 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 5827 493 0 1 0.00010 SAND CREEK PARTNERS PO BOX 6520 VISALIA CA 93290 861144344 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -48 -226 0 1 0.00010 VILLA DEL REY PARTNERS PO BOX 6520 VISALIA CA 93290 342015545 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -44 -62 0 1 0.00010 WASHINGTON PLAZA PARTNERS PO BOX 6520 VISALIA CA 93290 861144345 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED -39 -176 0 1 0.00010 VILLA SANTA GUADALUPE PARTNERS PO BOX 6520 VISALIA CA 93290 770546983 LOW-INCOME HOUSING DEVELOPMENT CA N/A RELATED 19973 -142 0 1 0.00010 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 SOLINAS VILLAGE INC K 50776 ALMOND COURT INC K 98171 SHE-CEF 1 INC K 318020 PARKSDALE VILLAGE PARTNERS A CA LP K 24236 VILLA SANTA GUADALUPE CORPORATION K 34492 NORTH PARK APARTMENTS HOUSING CORPORATION D 35177 NORTH PARK APARTMENTS HOUSING CORPORATION K 28988 NUEVA SIERRA VISTA CORP D 199500 NUEVA SIERRA VISTA CORP K 20554