2024-12-02T10:10:39-06:00 2023-12-31 720870824 WEGMANN DAZET APC 111 VETERANS BLVD SUITE 1600 METAIRIE LA 70005 990 2023-01-01 262189665 THE ST BERNARD PROJECT INC STBE 5043029329 2645 TOULOUSE STREET NEW ORLEANS LA 70119 KEITH MCCULLOCH CHIEF FINANCIAL OFFICER 5043029329 2024-11-15 1 0 THOMAS R LAINE P02354161 5048378844 2023 2024-10-15 13:58:12Z SBP INC KEITH MCCULLOCH 2645 TOULOUSE STREET NEW ORLEANS LA 70119 40575180 0 X WWW.SBPUSA.ORG X 2008 LA SHRINKING TIME BETWEEN DISASTER AND RECOVERY BY CREATING HOUSING OPPORTUNITIES SO THAT DISASTER SURVIVORS CAN RETURN TO THEIR HOMES AND COMMUNITIES. 23 22 295 69648 0 0 34645840 29180398 881187 2852914 188355 531940 601240 2698648 36316622 35263900 2774783 2705582 0 0 9315817 12028431 0 0 191151 23940687 21016914 36031287 35750927 285335 -487027 36648765 39335667 4222002 7023769 32426763 32311898 SHRINKING TIME BETWEEN DISASTER AND RECOVERY BY ENSURING THAT DISASTER-IMPACTED COMMUNITIES RECOVER IN A PROMPT, EFFICIENT AND PREDICTABLE WAY. 0 0 27303590 2705582 2728876 REBUILDING PROGRAM - REBUILD HOMES FOR SENIOR CITIZENS, PEOPLE WITH DISABILITIES AND FAMILIES WITH CHILDREN WHO CANNOT AFFORD TO HAVE THEIR HOMES REBUILT BY CONTRACTORS. THE ORGANIZATION HAS CURRENTLY REBUILT APPROXIMATELY 574 HOMES. 2936991 124039 OPPORTUNITY HOUSING - CREATE AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES FOR RESIDENTS TARGETED BETWEEN 50% AND 80%, BUT UP TO 120%, OF ANNUAL MEDIAN INCOME, WHILE REHABILITATING BLIGHTED PROPERTIES AND STRENGTHENING NEIGHBORHOODS. 2262242 DISASTER RECOVERY LAB - ENSURE THAT DISASTER-IMPACTED CITIZENS AND COMMUNITIES RECOVER IN A PROMPT, EFFICIENT AND PREDICTABLE MANNER. THROUGH DISASTER RECOVERY LAB, ST. BERNARD PROJECT WORKS TO SHARE LESSONS LEARNED, PREVENT COMMON BARRIERS TO RECOVERY AND HELP COMMUNITIES UTILIZE ST. BERNARD PROJECT'S STANDARDIZED, REPEATABLE AND PROVEN-EFFECTIVE MODEL FOR RECOVERY. 32502823 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 165 0 1 295 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 22 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 LA X X DON MEAZELL 5043029329 2645 TOULOUSE STREET NEW ORLEANS LA 70119 ZACK ROSENBURG CHIEF EXECUTIVE OFFICER 40.00 X X 319146 0 12539 JACQUELINE ALEXANDER JD BOARD SECRETARY 1.00 X X 0 0 0 JOHN SOLON CPA BOARD TREASURER 1.00 X X 0 0 0 ELIE KHOURY BOARD MEMBER 1.00 X 0 0 0 COURTENAY LAROCHE BOARD MEMBER 1.00 X 0 0 0 FRANCIS BOUCHARD BOARD CHAIR 1.00 X X 0 0 0 PETER FORLENZA BOARD MEMBER 1.00 X 0 0 0 ANN LIMBERG BOARD MEMBER 1.00 X 0 0 0 KEITH DALY BOARD MEMBER 1.00 X 0 0 0 MIKE GOSS BOARD MEMBER 1.00 X 0 0 0 SCOTT COUVILLON BOARD MEMBER 1.00 X 0 0 0 LEE CARTER BOARD MEMBER 1.00 X 0 0 0 RON GUERRIER BOARD MEMBER 1.00 X 0 0 0 DERRICK JOHNSON BOARD MEMBER 1.00 X 0 0 0 LISA K EISENSTEIN BOARD MEMBER 1.00 X 0 0 0 JENNIFER G ENDERLIN BOARD MEMBER 1.00 X 0 0 0 DEBORAH ALDREDGE BOARD MEMBER 1.00 X 0 0 0 VICKIE NELLOR BOARD MEMBER 1.00 X 0 0 0 TIM BRADY BOARD MEMBER 1.00 X 0 0 0 MICHAEL CARREN BOARD MEMBER 1.00 X 0 0 0 JOE RUIZ BOARD MEMBER 1.00 X 0 0 0 LISA MELILLO BOARD MEMBER 1.00 X 0 0 0 MARC JARMOSEVICH BOARD MEMBER 1.00 X 0 0 0 KEITH MCCULLOCH CHIEF FINANCIAL OFFICER 40.00 X 243896 0 10155 ELIZABETH MCCARTNEY CHIEF OPERATING OFFICER 40.00 1.00 X 209705 0 10631 REESE MAY CHIEF STRATEGY AND INNOVAT 40.00 X 225863 0 10374 ELIZABETH EGLE SENIOR DIRECTOR 40.00 X 181439 0 10425 RACHEL MLINARCHIK NATIONAL DIRECTOR 40.00 X 171225 0 0 ALEXIS WILLIAMS CHIEF DEVELOPMENT OFFICER 40.00 X 161257 0 0 1512531 0 54124 16 0 1 0 DSW HOMES LLC 1650 E WINDING WAY DR BLDG B FRIENDSWOOD TX 77546 CONSTRUCTION 2816034 ARCH-CON CONSTRUCTION 190 TC JESTER BLVD SUITE 200 HOUSTON TX 77007 CONSTRUCTION 1305507 BRIZO CONSTRUCTION LLC 9100 CANNIFF ST HOUSTON TX 77017 CONSTRUCTION 1141125 G6 DEVELOPMENT COMPANY 8311 BRANDON RD PANAMA CITY FL 32404 CONSTRUCTION 1114301 HOUSING DEVELOPMENT ALLIANCE 2871 N MAIN ST HAZARD KY 41701 CONSTRUCTION 726800 29 8492293 20688105 531967 29180398 SALE OF PROPERTY 531390 1608648 1608648 HOMEOWNER FUNDING 531390 1009950 1009950 OPPORTUNITY HOUSING 531390 124039 124039 PROPERTY MANAGEMENT FEES 531390 110277 110277 2852914 476991 476991 5297050 69179 5306050 5230 -9000 63949 54949 54949 OTHER INCOME 900099 1688932 1688932 DEVELOPER FEES 900099 955500 955500 VENDOR INCENTIVES 900099 54216 54216 2698648 35263900 5551562 0 531940 2705582 2705582 1351274 1156280 194597 397 8927822 7641340 1286007 475 92760 73260 19500 887038 735189 151842 7 769537 673211 96019 307 1825773 1000684 778600 46489 103343 48943 54400 122855 116354 1823 4678 67930 67853 35 42 758753 635763 97054 25936 737063 600332 117374 19357 20496 17875 2621 8600 8600 83611 80974 2637 595319 591836 3483 CONSTRUCTION 13600028 13599802 226 PROPERTY EXPENSE 2028954 2028954 SOFTWARE LICENSES AND F 468039 351123 90191 26725 BAD DEBT 299879 114246 185633 296271 254622 32158 9491 35750927 32502823 3056953 191151 6244536 4293718 1287441 7945241 6309684 2735329 2016004 2683313 2349315 2347770 418074 274058 2649671 613578 2007370 2036093 7490314 7689889 2877252 3948612 5648775 5381644 36648765 39335667 2120041 1439002 1064966 3707807 680743 1779422 356252 97538 4222002 7023769 X 27890621 29317526 4536142 2994372 32426763 32311898 36648765 39335667 -487027 372162 0 X X 0 1 X 1 1 1 X 25306273 31795838 35283802 34645840 27420520 154452273 25306273 31795838 35283802 34645840 27420520 154452273 7945986 146506287 306674 281583 253897 317640 476991 1636785 227795 157379 368329 601236 2698648 4053387 160142445 10298271 0.91480 0.94080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2142607 194755 1947852 507064 418823 88241 2036093 EQUITY SECURITIES 1516404 F DEVELOPMENT PARTNERSHIP INVESTMENT 2432208 F 3948612 REAL ESTATE HELD FOR SALE/CIP 3992425 DUE FROM SBP REAL ESTATE 199428 DUE FROM RELATED PARTY 1074499 RIGHT OF USE ASSET 96114 DEPOSITS 19178 5381644 OPERATING LEASE- CURRENT 97538 97538 X PART X, LINE 2: THE ORGANIZATION ADOPTED THE PROVISIONS OF ASC 740, INCOME TAXES. MANAGEMENT OF THE ORGANIZATION BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NOT SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES BEYOND THREE YEARS FROM THE FILING OF THOSE RETURNS. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 1 4 PROGRAM SERVICES REBUILD HOMES FOR IMPACTED CITIZENS IN A PROMPT, EFFICIENT AND PREDICTABLE MANNER. 1434526 1 4 0 0 1 4 1434526 0 1434526 0 0 0 0 0 0 PART I, LINE 2: ALL PROPOSED GRANT EXPENDITURES ARE ENTERED INTO OUR PURCHASE ORDER SYSTEM AND APPROVED BY THE DIRECTOR. WHEN AN INVOICE IS RECEIVED, IT IS MATCHED UP TO THE PO, CODED TO THE CORRECT GRANT AND HOUSE, AND APPROVED. A SEPARATE CLASS IS SET UP FOR EACH GRANT AND ALL INCOME AND EXPENSES ARE CODED THERE. PAYMENTS ARE SET UP BY STAFF AND APPROVED BY THE DIRECTOR. THEY ARE SUBMITTED TO PAYABLES, CHECKED FOR CORRECTNESS, AND SET UP. THERE IS A WEEKLY REPORT SHOWING ACTIVITY FOR EACH GRANT WHICH MANAGEMENT REVIEWS TO MONITOR THE GRANT ACTIVITIES. 1 APPALACHIA SERVICE PROJECT INC 4523 BRISTOL HIGHWAY JOHNSON CITY TN 37601 620989383 501(C)(3) 620000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED ATTACK POVERTY 3727 GREENBRIAR DR STE 100 STAFFORD TX 77477 452401548 501(C)(3) 54100 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED NORTH FLORIDA INLAND LTR 4428 LAFAYETTE ST MARIANNA FL 32446 833391905 501(C)(3) 25000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED EAST ST TAMMANY HABITAT FOR HUMANITY INC 440 BROWNSWITCH RD SLIDELL LA 70458 721204556 501(C)(3) 23400 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED HEALTHY GULF 935 GRAVIER ST NEW ORLEANS LA 70112 721447742 501(C)(3) 57000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED HOUSING DEVELOPMENT ALLIANCE PO BOX 7284 HAZARD KY 41702 611253346 501(C)(3) 725000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED TENNESSEE CONFERENCE OF THE UMC 304 S PERIMETER PARK DR NASHVILLE TN 37211 620528600 501(C)(3) 15000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED THE RESTORATION TEAM 3911 CAMPBELL RD HOUSTON TX 77080 832427982 501(C)(3) 30500 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED UNITED WAY OF COLLIER AND THE KEYS 9015 STRATA STELL COURT 204 NAPLES FL 34109 591026096 501(C)(3) 30000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED ARCADIA- DESOTO COUNTY HABITAT FOR HUMANITY 10 S DESOTO AVE SUITE 101 ARCADIA FL 34266 593656661 501(C)(3) 118000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED BEACON OF HOPE PINE ISLAND INC 5090 DOUG TAYLOR CIR SUITE 3 ST JAMES CITY FL 33956 030551791 501(C)(3) 30000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED BLACKBELT & CENTRAL ALABAMA HOUSING AUTHORITY 1201 COUNTY ROAD 306 SELMA AL 36703 020663098 501(C)(3) 8000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED COLLIER DISASTER ALLIANCE INC 6017 PINE RIDGE RD STE 362 NAPLES FL 34119 922124497 501(C)(3) 83823 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED CRISIS RELIEF AND RECOVERY INC PO BOX 93 TYRONE PA 16686 863064202 501(C)(3) 34209 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED HABITAT FOR HUMANITY OF BOWLING GREEN PO BOX 1115 BOWLING GREEN KY 42102 611182702 501(C)(3) 244230 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED HABITAT FOR HUMANITY PENNYRILE REGION 43 S DAVES ST MADISONVILLE KY 42431 611192061 501(C)(3) 450768 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED HOUSING ORIENTED MINISTRIES ESTABLISHED FOR SERVICES INC 65 BENTLEY AVE WHITESBURG KY 41858 611060053 501(C)(3) 140000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED REBUILDING TOGETHER CENTRAL FLORIDA 3914 N 301 HWY SUITE 700 TAMPA FL 33619 593664580 501(C)(3) 139000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED SELMA CENTER FOR NONVIOLENCE TRUTH AND RECONCILIATION 8 MULBERRY RD SELMA AL 36703 473461578 501(C)(3) 17000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED UNITED WAY JACKSON & GEORGE COUNTIES 3510 MAGNOLIA ST PASCAGOULA MS 39567 640387509 501(C)(3) 15000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED UNITED WAY OF SOUTH SARASOTA COUNTY 4242 S TAMIAMI TRAIL VENICE FL 34293 591100846 501(C)(3) 60000 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED WINTERGARDEN PRESBYTERIAN CHURCH (USA) 18305 WINTERGARDEN AVE PORT CHARLOTTE FL 33948 650236163 501(C)(3) 65844 0 HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED 22 0 X X 0 0 0 0 0 0 0 0 0 ZACK ROSENBURG CHIEF EXECUTIVE OFFICER 319146 0 0 0 0 0 5999 0 6540 0 331685 0 0 0 KEITH MCCULLOCH CHIEF FINANCIAL OFFICER 243896 0 0 0 0 0 3488 0 6667 0 254051 0 0 0 REESE MAY CHIEF STRATEGY AND INNOVAT 225863 0 0 0 0 0 3834 0 6540 0 236237 0 0 0 ELIZABETH MCCARTNEY CHIEF OPERATING OFFICER 209705 0 0 0 0 0 4091 0 6540 0 220336 0 0 0 ELIZABETH EGLE SENIOR DIRECTOR 181439 0 0 0 0 0 3758 0 6667 0 191864 0 0 0 RACHEL MLINARCHIK NATIONAL DIRECTOR 171225 0 0 0 0 0 0 0 0 0 171225 0 0 0 ALEXIS WILLIAMS CHIEF DEVELOPMENT OFFICER 161257 0 0 0 0 0 0 0 0 0 161257 0 0 0 PART I, LINE 3 THE BOARD CHAIRMAN UTILIZED CHARITY NAVIGATOR TO COMPARE CEO AND OFFICER COMPENSATION AMONG ORGANIZATIONS MOST CLOSELY RESEMBLING THE ST. BERNARD PROJECT. A COMPARATIVE COMPENSATION REPORT ALONG WITH A TARGET SALARY WAS PRESENTED TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HELD A MEETING, CONSIDERED THE INFORMATION AND RECENT PERFORMANCE TO DECIDE UPON THE APPROPRIATE AMOUNT OF COMPENSATION FOR THE CEO AND OFFICERS. X 22700 FMV X 10 90746 FMV X 6 132473 FMV X SHINGLES 4 160317 FMV X GIFT CERTIFICATES 3 85500 FMV X TOOLS AND CONSTRUCTION SUPPLIES 14 23593 FMV X PROTECTIVE EQUIPMENT 3 16638 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ZACK ROSENBURG AND ELIZABETH MCCARTNEY - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS DISTRIBUTED TO THE BOARD MEMBERS. THE BOARD MEMBERS HAVE SUFFICIENT TIME TO REVIEW AND ENTER FEEDBACK. IF THE FORM 990 IS REVISED, A FINAL COPY IS SENT TO THE BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ARE REQUIRED TO SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND REPORT ANY POTENTIAL CONFLICTS OF INTEREST TO THE BOARD. THE BOARD REVIEWS ANY REPORTS OF POTENTIAL CONFLICTS AND DECIDES ON APPROPRIATE CORRECTIVE MEASURES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIRMAN UTILIZED CHARITY NAVIGATOR TO COMPARE CEO AND OFFICER COMPENSATION AMONG ORGANIZATIONS MOST CLOSELY RESEMBLING THE ST. BERNARD PROJECT. A COMPARATIVE COMPENSATION REPORT ALONG WITH A TARGET SALARY WAS PRESENTED TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HELD A MEETING, CONSIDERED THE INFORMATION AND RECENT PERFORMANCE TO DECIDE UPON THE APPROPRIATE AMOUNT OF COMPENSATION FOR THE CEO AND OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. A COPY OF THE FINANCIAL STATEMENTS CAN BE FOUND ON THE ORGANIZATION'S WEBSITE AT WWW.SBPUSA.ORG. FORM 990, PART XII, LINE 2C: THE PROCESS USED BY THE COMMITTEE THAT ASSUMES OVERSIGHT OF THE AUDIT HAS NOT CHANGED SINCE THE PRIOR YEAR. SBP ST PETER DEVELOPER LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 822115451 TO PROVIDE DEVELOPER SERVICES FOR LOW INCOME APARTMENT PROJECTS LA 0 902237 ST BERNARD PROJECT INC SBP L9 DEVELOPER LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 822102484 TO PROVIDE DEVELOPER SERVICES FOR LOW INCOME DUPLEXES LA 0 222728 ST BERNARD PROJECT INC SBP ST PETER GP LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 831287138 MANAGEMENT LA 0 0 ST BERNARD PROJECT INC SBP L9 MANAGER LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 842191728 MANAGEMENT LA 0 0 ST BERNARD PROJECT INC SBP L9 DEVELOPER II LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 TO PROVIDE DEVELOPER SERVICES FOR LOW INCOME APARTMENT PROJECTS LA 955500 955500 ST BERNARD PROJECT INC TOULOUSE COMMERCIAL INC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 320463838 CREATE HOUSING OPPORTUNITIES SO THAT DISASTER SURVIVORS CAN RETURN HOME. LA 501(C)(3) LINE 12A, I THE ST BERNARD PROJECT INC 1 SBP ST PETER LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 822081130 RENTAL REAL ESTATE LA RELATED -383155 980 0 1 0.00010 SBP L9 LLC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 822085732 RENTAL REAL ESTATE LA RELATED -35 1007 0 1 0.00010 0 0 0 1 1 0 1 1 0 0 1 0 0 1 1 1 1 0 0 TOULOUSE COMMERCIAL INC K 377165 FMV TOULOUSE COMMERCIAL INC D 2347707 FMV TOULOUSE COMMERCIAL INC E 3570