2024-05-14T12:13:27-07:00 2023-06-30 873267876 Price Paige & Company CPAs LLP 570 N Magnolia Ave Ste 100 Clovis CA 93611 990 2022-07-01 941592676 Self-Help Enterprises SELF 5598021602 PO Box 6520 Visalia CA 93290 THOMAS J COLLISHAW President & CEO 2024-05-14 true THOMAS J COLLISHAW 999009999 true Fausto Hinojosa CPA CFE P00196912 5592999540 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z THOMAS J COLLISHAW PO Box 6520 Visalia CA 93290 75023281 false X WWW.SELFHELPENTERPRISES.ORG X 1965 CA WORKING TOGETHER WITH LOW-INCOME FAMILIES TO BUILD AND SUSTAIN HEALTHY HOMES AND COMMUNITIES. 16 16 225 159 0 25462739 48695565 14850665 16521755 1308747 770229 -11549 0 41610602 65987549 22500 609268 0 13090709 16817659 0 13693 22546622 41754113 35659831 59181040 5950771 6806509 114423713 140401164 60033843 78905355 54389870 61495809 IMPROVING THE LIVING CONDITIONS OF LOW INCOME FAMILIES THROUGH HOUSING AND COMMUNITY DEVELOPMENT IN THE SAN JOAQUIN VALLEY. false false 56499460 47192251 14623920 Self-Help housing Assisted 61 families in completing the construction of their new homes. 91 other families were in the process of construction as of June 30, 2023.Home buyer Assistance Program 33 families received secondary mortgage financing to help them purchase homes.Rehabilitation 41 families received financing and assistance in the rehabilitation or reconstruction of their homes. An additional 13 families were assisted with emergency home repairs (7) or domestic well financing (6).Multifamily Housing 369 Rental Units Developed Creekside Terrace (42)Butterfly Gardens (73)Finca Serena (82)Sierra Village II (64)Palm Terrace II (54)Los Arroyos II (54)On June 30, 2023, SHE owned and operated 2,426 units of rental housing in 52 affordable housing communities. Community Development: 360 water/sewer connections in small rural communitiesHomeownership Education and Counseling: 888 low-income households received individual and/or classroom homeownership training to prepare them for home ownership. Emergency Services: For FY 23, Emergency ServicesInstalled 854 Emergency Water Tanks.Delivered Hauled water to around 1,650 households.Completed new construction or repairs on 105 new wells.Tested 104 domestic wells for contamination.Installed 26 filtration devices to mitigate contamination in systems.Delivered drinking water to around 3,350 households. 56499460 true false false true false false false false false false true false false true true true false true false false false false false false false false false true true true false false false false false false false false false false false false true true true true false false true 104 0 true 225 true false false false false false false false 0 false false false false false false false X 16 16 false false false false false false false true true false false true true true true true true true true false CA X David Ebenezer 5598021604 PO BOX 6520 VISALIA CA 93290 THOMAS J COLLISHAW CEO 40.00 0.00 X 238684 0 17957 Susan Long Program Director 40.00 0.00 147511 0 22785 PATRICK ISHERWOOD PROGRAM DIR 40.00 0.00 X 118166 0 23083 ELIZABETH MCGOVERN-GARCIA PROGRAM DIR 40.00 0.00 X 130538 0 7446 ETHAN DUTTON DEPUTY DIRECTOR 40.00 0.00 X 128740 0 7446 RICK GONZALES PROGRAM DIR 40.00 0.00 X 128419 0 2489 Jessi Snyder Program Dir 40.00 0.00 X 114435 0 7446 Eddie Ocampo Program Dir 40.00 0.00 X 98214 0 21020 Tami McVay Dir Emerg Svcs 40.00 0.00 X 110634 0 7446 David Ebenezer CFO 40.00 0.00 X 104655 0 4396 Gary Rodriguez Board Member 1.00 0.00 X 0 0 0 MARVIN HANSEN BOARD MEMBER 1.00 0.00 X 0 0 0 OLIVIA GOMEZ BOARD MEMBER 1.00 0.00 X 0 0 0 DOLORES SALGADO BOARD MEMBER 1.00 0.00 X 0 0 0 YOLANDA MERAZ BOARD MEMBER 1.00 0.00 X 0 0 0 Mike Carnes Board Member 1.00 0.00 X 0 0 0 RICH BARRON BOARD MEMBER 1.00 0.00 X 0 0 0 Steve Montes Board Member 1.00 0.00 X 0 0 0 SUSAN ZACHARY-KREPS BOARD MEMBER 1.00 0.00 X 0 0 0 LUPE MARTINEZ BOARD MEMBER 1.00 0.00 X 0 0 0 MARTHA RENTERIA Vice Chair 1.00 0.00 X X 0 0 0 Tim Denton BOARD MEMBER 1.00 0.00 X 0 0 0 KAYODE KADARA Chair 1.00 0.00 X X 0 0 0 Harold Liles Board Member 1.00 0.00 X 0 0 0 Tina Sumner BOARD MEMBER 1.00 0.00 X 0 0 0 Pedro Gonzalez Board Member 1.00 0.00 X 0 0 0 1319996 121514 9 true true false Fred Youngern PO Box 541 Mariposa CA 95338 Water Hauling 1832714 Antonio Gonzalez 19625 Ave 304 Exeter CA 93221 General Construction 869212 Gerald W Jones 22479 Fremont Ave Lemoore CA 93245 Tank & Pump Installation 928742 Jorge Mendes PO Box 111 Corcoran CA 93212 Plumbing 612968 Denny Lovero 21643 Ave 360 Woodlake CA 93286 Water Hauling 1435241 20 47497751 1197814 48695565 CONTRACT INCOME 900099 6762056 6762056 Developer Fees 900099 7682860 7682860 OTHER INCOME 900099 292297 292297 RENTAL INCOME 900099 1784542 1784542 16521755 351011 351011 0 0 0 4089100 5365850 3944578 5091154 144522 274696 419218 419218 0 0 0 0 65987549 16940973 351011 524738 524738 84530 84530 0 0 1220326 725660 494055 611 0 15597333 13805397 1785657 6279 0 0 0 0 0 0 49000 49000 0 0 0 0 0 0 0 501000 458562 42370 68 890415 834393 56022 0 0 477607 477607 0 619681 619604 77 536820 484353 52426 41 PROJECT COSTS 37021948 37021948 Contract Services 705690 627088 78585 17 EQUIPMENT RENT / LEASE 329828 293058 36598 172 TELEPHONE 197794 181817 15961 16 424330 360705 57213 6412 59181040 56499460 2667887 13693 2264398 5396266 8853085 7006295 9508662 17793872 7643267 9542848 0 0 38159981 49845547 0 151543 35389 21651526 13712891 8391625 7938635 0 5008156 3790363 3166230 2908406 0 31276766 36143543 114423713 140401164 4154657 8072241 26629959 41560382 28229227 28192732 1020000 1080000 60033843 78905355 X 50581640 57630359 3808230 3865450 54389870 61495809 114423713 140401164 6806509 154870 144560 X X false true X true true true X 16215398 16783968 18941200 31414138 53904307 137259011 0 0 16215398 16783968 18941200 31414138 53904307 137259011 0 137259011 363830 319975 653159 478982 212929 2028875 0 0 139287886 139287886 0.98540 0.98010 X false false 49000 49000 64223194 64272194 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 40781 27000 30000 49000 146781 250000 250000 250000 250000 1000000 1500000 618468 197000 815468 14929183 4675919 13434474 6170628 140450 158501 278417 20534 932005 932005 7938635 Investments in Affiliates 2908406 C Construction Funds Receivable 1905687 Construction in Progress 7375735 IMPOUND/RESERVE ACCOUNTS 1139565 INTEREST RECEIVABLE 546596 LAND HELD FOR DEVELOPMENT 18334221 RESTRICTED CASH 6841739 36143543 ACCRUED INTEREST 1080000 1080000 X Part X : FIN48 Footnote Self-Help Enterprises is a tax-exempt corporation under section 501(c)(3) of the Internal Revenue Code and section 23701(d) of the State of California Corporations Code. The Organization is subject to taxation on any unrelated business income.The Organizations wholly-owned subsidiaries were organized as either a tax-exempt corporation, partnership, limited liability company or, in two cases, as a taxable corporation. The accompanying consolidated financial statements do not include a provision for federal or state income tax expense or benefit arising from net income or loss reported in the accompanying consolidated statements of activities attributable to these wholly-owned subsidiaries. In accordance with the generally accepted method of presenting partnership and limited liability company financial statements in the United States of America, such income or loss is includable in the taxable income or loss of the respective partner(s)/members(s). Limited liability companies are subject to a California gross receipts fee and limited partnerships are subject to a California minimum franchise fee of $800.Generally accepted accounting principles provides accounting and disclosures guidance about positions taken by an entity in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken in its federal and state exempt organization and other tax returns are more likely than not to be sustained upon examination. The Organizations returns are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed. false Allensworth Community Service 3336 Road 84 Allensworth CA 93219 13750 0 Well Rehabilitation Ballico Community Services 11456 Santa Fe Dr Ballico CA 95303 76493 0 Pull & Replace Submersible Pump Bella Vista Mutual Water Inc 11200 Maverick Ave Weldon CA 93283 19552 0 Tank Repair Bella Vista Mutual Water Inc 11200 Maverick Ave Weldon CA 93283 31181 0 Booster Pump Electrical Work Bella Vista Mutual Water Inc 11200 Maverick Ave Weldon CA 93283 83223 0 Electric Well Repairs De Rancho Y Mobile Villa 6201 Wible Rd Bakersfield CA 93313 25595 0 Y Water System Installation De Rancho Y Mobile Villa 6201 Wible Rd Bakersfield CA 93313 39750 0 Reimb Cal Water Meter Installation De Rancho Y Mobile Villa 6201 Wible Rd Bakersfield CA 93313 6500 0 Reimburse Water Meter & Backflow De De Rancho Y Mobile Villa 6201 Wible Rd Bakersfield CA 93313 7500 0 Destruction of Well #1 De Rancho Y Mobile Villa 6201 Wible Rd Bakersfield CA 93313 7500 0 Destruction of Well #2 East Orosi Community Service 41842 Lone Rd Orosi CA 93647 13332 0 Electric Motor Repair East Orosi Community Service 41842 Lone Rd Orosi CA 93647 39401 0 West Well Repairs Lanare Community Services Dis 20620 S Grantland Ave Riverdale CA 93656 5837 0 Pump Install on Well #3 Riverdale Park Tract Comm 1010 Tenth Street Third Fl Modesto CA 95354 13755 0 Tank Removal & Repair Riverdale Park Tract Comm 1010 Tenth Street Third Fl Modesto CA 95354 14302 0 Emergency Backflow Device Replaceme Teviston Community Services 12934 Ave 80 Pixley CA 93256 18711 0 Materials & Labor to Replace Tank Teviston Community Services 12934 Ave 80 Pixley CA 93256 44454 0 Well Repairs Tooleville Mutual Water Compa 2313 E Morgan Ave Exeter CA 93221 13141 0 Move Tanks & Electrical to New Loca Tooleville Mutual Water Compa 2313 E Morgan Ave Exeter CA 93221 13386 0 Installation of VFD + Injector Main Tooleville Mutual Water Compa 2313 E Morgan Ave Exeter CA 93221 6092 0 Engineering Support Volta Community Services Dist PO Box 2406 Los Banos CA 93635 31283 0 Well Repairs 0 21 Education Assistance 16 22500 Emergency Repair Assistance 6 10000 Pandemic Relief Assistance 37 17956 Safer Emergency Assistance 17 34074 X X X false false false false false false false false false Susan Long Program Director 147511 22785 170296 THOMAS J COLLISHAW CEO 238684 17957 256641 Form 990, Part VI, Section B, Line 11b FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW. Form 990, Part VI, Section B, Line 12c ANNUAL REVIEW OF THE CONFLICT OF INTEREST POLICY AND DISCLOSURE BY BOARD MEMBERS AND OFFICERS. ANY IDENTIFIED CONFLICT OF INTEREST IS REVIEWED BY THE CEO FOR MITIGATION OR ACTION. IF THE CONFLICT IS WITH THE CEO IT IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD FOR MITIGATION OR ACTION. Form 990, Part VI, Section B, Line 15a THE PRESIDENT/CEO COMPENSATION PACKAGE IS REVIEWED BY THE BOARD ON AN ANNUAL BASIS USING DATA FROM COMPARABLE PEER ORGANIZATIONS. OTHER OFFICERS ARE PAID IN ACCORDANCE WITH ESTABLISHED COMPANY WIDE COMPENSATION RANGES APPROVED BY THE BOARD. ALL RANGES ARE DETERMINED BASED ON A COMBINATION OF INFORMATION FROM FORM 990'S AVAILABLE IN GUIDESTAR, TARGETED COMPENSATION SURVEYS AND INTERNAL ASSESSMENT OF RETENTION AND HIRING EXPERIENCE. THE RANGES MAY BE ADJUSTED BY COST OF LIVING ADJUSTMENT EACH YEAR. 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 responsibility for oversight of the annual audit. Goshen Village II LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing development CA -21 669 Self-Help Enterprises Parksdale Village II LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing development CA -384685 515 Self-Help Enterprises Self-Help Communities 1 LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing development CA -247468 -834643 Self-Help Enterprises Viscaya Gardens LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing development CA -42 849 Self-Help Enterprises Highland Gardens LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing development CA -35 632 Self-Help Enterprises SolinasAlmond LLC PO Box 6520 Visalia CA 93290 901194177 Low-Income housing development CA -29 1324 Self-Help Enterprises Sierra Village GP LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing development CA -53 1270 Self-Help Enterprises Palm Terrace LLC PO Box 6520 Visalia CA 93290 822820711 Low-Income housing development CA -57 1309 Self-Help Enterprises Annadale Commons LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing development CA -54 1339 Self-Help Enterprises Mariposa Oaks LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing development CA -12 518 Self-Help Enterprises Nupchi Xooy LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing development CA -22 1395 Self-Help Enterprises Sequoia Commons LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing development CA -69 1647 Self-Help Enterprises SHE-TSH LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing development CA -1989 133 Self-Help Enterprises Sequoia Commons II LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing development CA -283146 1821 Self-Help Enterprises Stonegate Village I LLC PO Box 6520 Visalia CA 93290 891987547 Low-Income housing development CA -102 1977 Self-Help Enterprises Stonegate Village II LLC PO Box 6520 Visalia CA 93290 842003835 Low-Income housing development CA -97 2335 Self-Help Enterprises Valley Oaks LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing development CA -23 477 Self-Help Enterprises Sugar Pine LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing development CA -104440 2011 Self-Help Enterprises Creekside Terrace LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing developmentv CA -87 1957 Self-Help Enterprises Lofts at Fort Visalia LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing developmentv CA -112 3051 Self-Help Enterprises Los Arroyos I LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing developmentv CA -11 2813 Self-Help Enterprises Los Arroyos II LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing developmentv CA -136 2139 Self-Help Enterprises Palm Terrace II LLC PO Box 6520 Visalia CA 93290 941592676 Low-Income housing developmentv CA -172 2166 Self-Help Enterprises North Park Apartments Housing Corporatio PO Box 6520 Visalia CA 93290 770425628 Low Income Housing Development CA 501(c)(3) Line 7 Self-Help Enterprises true SHE CEF1 Inc PO Box 6520 Visalia CA 93290 770523855 Low Income Housing Development CA 501(c)(3) Line 7 Self-Help Enterprises true Almond Court Inc PO Box 6520 Visalia CA 93290 770413862 Low Income Housing Development CA 501(c)(3) Line 7 Self-Help Enterprises true Solinas Village Inc PO Box 6520 Visalia CA 93290 770359079 Low Income Housing Development CA 501(c)(3) Line 7 Self-Help Enterprises true Villa Santa Guadalupe Corp PO Box 6520 Visalia CA 93290 912162745 Low Income Housing Development CA 501(c)(3) Line 7 Self-Help Enterprises true Nueva Sierra Vista Corporation PO Box 6520 Visalia CA 93290 330603979 Low Income Housing Development CA 501(c)(3) Line 7 Self-Help Enterprises true Biola Village Partners PO Box 6520 Visalia CA 93290 770523855 Low Income Housing Development CA Self-Help Enterprise -41 607 false true 0.00010 Caliente Creek Partners PO Box 6520 Visalia CA 93290 770479041 Low Income Housing Development CA Self-Help Enterprise -173921 511729 false true 1.00000 Casitas Del Sol Partners PO Box 6520 Visalia CA 93290 770523855 Low Income Housing Development CA Self-Help Enterprise -124475 810057 false true 1.00000 Cottonwood Creek Family Housing Partners PO Box 6520 Visalia CA 93290 770555824 Low Income Housing Development CA Self-Help Enterprise -117868 731184 false true 1.00000 Goshen Village Partners PO Box 6520 Visalia CA 93290 260012377 Low Income Housing Development CA Self-Help Enterprise -204898 1127303 false true 0.00010 Highland Gardens LP PO Box 6520 Visalia CA 93290 474453438 Low Income Housing Development CA Self-Help Enterprise -35 632 false true 0.00010 Lincoln Plaza Partners PO Box 6520 Visalia CA 93290 432100407 Low Income Housing Development CA Self-Help Enterprise -40 171358 false true 0.00010 Nueva Sierra Vista Associates PO Box 6520 Visalia CA 93290 770359301 Low Income Housing Development CA Self-Help Enterprise -91757 -2357810 false true 1.00000 Parksdale Village Partners PO Box 6520 Visalia CA 93290 264227352 Low Income Housing Development CA Self-Help Enterprise -14 444 false true 0.00010 Parksdale Village Partners II PO Box 6520 Visalia CA 93290 270516389 Low Income Housing Development CA Self-Help Enterprise -384685 515 false true 0.00010 Rancho Lindo Partners PO Box 6520 Visalia CA 93290 870769873 Low Income Housing Development CA Self-Help Enterprise -49 -834 false true 0.00010 Rolling Hills Partners PO Box 6520 Visalia CA 93290 571180857 Low Income Housing Development CA Self-Help Enterprise -174984 2078691 false true 1.00000 Sand Creek Partners PO Box 6520 Visalia CA 93290 861144344 Low Income Housing Development CA Self-Help Enterprise -32 -119 false true 0.00010 Sunrise Villa Partners PO Box 6520 Visalia CA 93290 770581562 Low Income Housing Development CA Self-Help Enterprise -138889 -74029 false true 1.00000 Villa Del Rey Partners PO Box 6520 Visalia CA 93290 342015545 Low Income Housing Development CA Self-Help Enterprise -28 101 false true 0.00010 Villa Hermosa Partners PO Box 6520 Visalia CA 93290 770488657 Low Income Housing Development CA Self-Help Enterprise -114760 -435413 false true 1.00000 Villa Santa Guadalupe PO Box 6520 Visalia CA 93290 770546983 Low Income Housing Development CA Self-Help Enterprise -203074 209693 false true 1.00000 Viscaya Garden Partners PO Box 6520 Visalia CA 93290 455145428 Low Income Housing Development CA Self-Help Enterprise -42 849 false true 0.00010 Washington Plaza Partners PO Box 6520 Visalia CA 93290 861144345 Low Income Housing Development CA Self-Help Enterprise 25 95 false true 0.00010 Sierra Village Partners PO Box 6520 Visalia CA 93290 474441363 Low Income Housing Development CA Self-Help Enterprise -53 1270 false true 0.00010 SolinasAlmond LP PO Box 6520 Visalia CA 93290 814840030 Low Income Housing Development CA Self-Help Enterprise -29 1324 false true 0.00010 Annadale Commons LP PO Box 6520 Visalia CA 93290 770523855 Low Income Housing Development CA Self-Help Enterprise -54 1339 false true 0.00010 Palm Terrace LP PO Box 6520 Visalia CA 93290 460893153 Low Income Housing Development CA Self-Help Enterprise -57 1309 false true 0.00010 Sequoia Commons LP PO Box 6520 Visalia CA 93290 832348649 Low Income Housing Development CA Self-Help Enterprise -69 1647 false true 0.00010 Goshen Village Partners II PO Box 6520 Visalia CA 93290 270156328 Low Income Housing Development CA Self-Help Enterprise -21 669 false true 0.00010 Mariposa Oaks LP PO Box 6520 Visalia CA 93290 Low Income Housing Development CA Self-Help Enterprise -12 518 false false 0.00010 Valley Oaks Apartments LP PO Box 6520 Visalia CA 93290 843951213 Low Income Housing Development CA Self Help Enterprise -23 477 false false 0.00010 Nupchi Xooy LP PO Box 6520 Visalia CA 93290 Low Income Housing Development CA Self Help Enterprise -22 1395 false false 0.00010 Stonegate Village I PO Box 6520 Visalia CA 93290 843565081 Low Income Housing Development CA Self Help Enterprise -102 1977 false false 0.00010 Stonegate Village II PO Box 6520 Visalia CA 93290 842000383 Low Income Housing Development CA Self Help Enterprise -97 2335 false false 0.00010 Sugar Pine Village LP PO Box 6520 Visalia CA 93290 851038856 Low Income Housing Development CA Self Help Enterprise -104440 2011 false false 0.00010 false false false true false false false false false false false false false false false false false false false Highland Gardens LP d 816741 Actual Sierra Village Partners d 430000 Actual SolinasAlmond LP d 433871 Actual Annadale Commons LP d 679068 Actual Palm Terrace LP d 551016 Actual Sequoia Commons LP d 1642734 Actual Stonegate Village I d 390233 Actual Sugar Pine Village LP d 250000 Actual