Annual Report 2014

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ANNUAL REPORT FY 2014 Building Capacity

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Transcript of Annual Report 2014

ANNUAL REPORT FY 2014Building Capacity

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To our San Gabriel Valley Habitat Family,

Fiscal Year 2014 has been significant for our affiliate. I feel honored to be taking on the role as President of the Board from a dedicated and enthusiastic leader, Don Goodman. He helped us create a framework for many exciting initiatives this year and in the future.

First and foremost, we did our groundbreaking for the three Chestnut Homes on March 15, 2014. These three homes and the wonderful families, working with our volunteers to create their future homes, help us achieve our goal of continuous affordable home construction in our affiliate. This opportunity would not have been possible without the support of the City of Glendale, truly our partner in affordable housing. This is our eighth affordable housing build in Glendale.

Because of this continuum of construction, we will be able to move onto the Desiderio Build of nine homes in Pasadena, after Chestnut, and then to the Manzanita Build of two homes in Pasadena. We have been actively identifying champions within the Veterans network for Desiderio, to fulfill our commitment to find at least three Veteran families to be part of this community. Look for more opportunities to get involved in Desiderio during 2015. We thank the City of Pasadena for making land for the Manzanita Homes possible.

We plan to operate the Pasadena ReStore as long as possible, while we ready its replacement, the Atwater Village ReStore. The Azusa ReStore has also grown this year. These stores are a significant financial support to the building of affordable housing by our affiliate.

With the loss of Don Goodman and Paul McAnnally-Linz from the Board, we have been so grateful for the addition of new members who bring special talents to the Board. Glen Dawes from Kaiser Permanente has been leading our fund development efforts this year, as well as participating on the Faith Relations Committee and the Family Services Committee. Bob Law from Pankow Builders is leading our Construction Committee and bringing invaluable expertise to the Chestnut Build and the Atwater Village Restore rehabilitation.

Sonja Yates, our Executive Director, continues to lead a staff team that is achieving more and more for affordable housing in our area. With this Annual Report and our many marketing materials, you have likely noticed that our marketing of the affiliate and our programs has jumped forward in effectiveness. We thank Brenton Kelly for his tireless effort and creativeness. He, like our other dedicated staff, help our affiliate achieve great success stories. This Annual Report again includes our high rating with Charity Navigator.

With the on-going support of our corporate and community partners, our individual donors, our volunteers, and our staff, San Gabriel Valley Habitat for Humanity has continued to achieve our goal of transforming lives and communities by bringing people together to build, renovate and repair affordable homes for families in need.

Elaine Wilkerson

LETTER FROM THE PRESIDENT

Sonja Yates, our Executive Director, continues to lead a staff team that is achieving more and more for affordable housing in our area.

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TABLE OF CONTENTS

Atwater Village ReStore - A Work in Progress

Chestnut Homes Groundbreaking

Outreach to Veterans - Homeownership is Possible

Homeowner Spotlight: Brenda Tyson

Board Members Build Capacity

Telling Habitat for Humanity’s Inspirational Stories

Financial Statement Summaries for FY 2014

Charity Navigator’s 4-Star Rating

Leadership and Staff

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ANNUAL REPORT FY 2014

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Directors for San Gabriel Valley Habitat for Humanity opened a fledgling ReStore in 2003, envisioning a time when every donor dollar could be used for building Habitat homes for families in need. The plan was that a ReStore would serve local communities by promoting green living practices of reuse and recycling while returning Net Operating Income (NOI) to support the affiliate’s affordable housing mission.

It was known from the start of SGV Habitat’s license from City of Pasadena that the Pasadena ReStore location would have to close as soon as a developer with funding capacity was selected to build Heritage Square – a large, very-low-income, senior housing rental project in the 700 block of North Fair Oaks Avenue. Several Heritage Square attempts failed, and this long-anticipated project was delayed further by the economic decline that struck in 2008. SGV Habitat was noticed in 2014 that its Pasadena ReStore would have to close to finally make way for Bridge Housing’s Heritage Square project.

With the FY 2013 achievement by the affiliate’s two ReStores, fully funding SGV Habitat’s operational costs for affordable housing, Directors made acquisition of a replacement ReStore for the highly successful Pasadena location a high strategic priority. The new location at 5201 W. San Fernando Road in Atwater Village, 90039 was found, and plans for renovation were underway throughout FY 2014. The new Atwater Village ReStore is slated to open early in 2015.

Heartfelt thanks go to all members of our ReStore staff and to Pasadena ReStore’s shoppers and donors. The new Atwater Village ReStore will offer more retail space and significantly more parking. All are welcome as the Atwater Village ReStore joins the affiliate’s successful Azusa ReStore in supporting Habitat for Humanity’s affordable housing mission.

The Pasadena ReStore will close on December 23, 2014. The new Atwater Village ReStore location is under renovation.

2014 Brought Changes to our ReStoresPASADENA RESTORE SET TO CLOSE BUT A FUTURE LOCATION IN SIGHT

WE’RE MOVING TO A NEW LOCATION INATWATER VILLAGE!JANUARY 2, 2015

SGVHABITAT.ORG/RESTORE

CALL THE GRIEF HOTLINE AT 818-550-SHOP (7467)

Thank you for10 great years,Pasadena.

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Another milestone was reached this year — ground was broken for the eighth partnership build of the Glendale Housing Authority and SGV Habitat. This brings the total number of affordable homes built by SGV Habitat, just in Glendale, to 37 and advances the affiliate’s goal to reach the production level of 75 homes within the next three years.

The life-changing groundbreaking event brought tears of joy to the three new Chestnut families. All family members, including 1½-year-old Alejandro, picked up golden shovels to break ground. As 300 attendees listened intently, a designee for each of the families introduced family members, telling of their struggles to buy a home of their own and giving thanks to all of those who are helping make this dream a reality. Seven-year-old Maya Castaneda inspired the audience by asking for prayers for the hundreds of other needy children who, as yet, do not have the opportunity to have a home of their own. Major home and community sponsors were introduced and celebrated by Kelly Nardoni, member of the Board of Directors and the Fund Development Committee.

The Chestnut Homes will have three stories and will be about 1300 square feet with three bedrooms and two and a half baths. Concrete was poured at the end of June, and framing will follow.

Chestnut GroundbreakingON MARCH 15, 2014 WE CELEBRATED THREE NEW HOMES AND THREE DESERVING HABITAT FAMILIES

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D

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AChestnut Homes family members Zoya (mother) and teenager Tenny (daughter) broke ground at the site for their future home

BThe Castañeda family gathered for a photo with Sonja Yates (Executive Director) and Glendale City Council Member Paula Devine

CAdrienne McBride, daughter of Habitat staff member Marty McBride, kicked off the event by singing “The House That Built Me” and the National Anthem

DAn enthusiastic daughter of a Kaiser volunteer showed off one of the ways attendees could donate toward the Chestnut Build. Attendees purchased paddles that represented different parts of a Chestnut home

EArsani sat patiently on his mother Haydai’s lap while the families heard from Mike Fortney, Senior Housing Project Manager with the City of Glendale

FAlejandro (also pictured on the front cover) smiled for the camera during the ceremony The Chestnut Homes are expected

to be completed late in 2015

B C

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The importance of outreach to veterans is becoming more important than ever as our organization gets closer to selecting home buyers for the Desiderio Homes. To better understand the veteran community, several staff members participated in a Habitat International event with other Habitat affiliates. Representatives from veteran groups participated in presentations and discussions to help Habitat affiliates effectively reach and serve the veteran population. Experience has shown that one of the most significant ways to attract veteran home applicants is by recruiting veterans to first volunteer at a build site. This helps veterans to better understand the Habitat for Humanity homeownership program and its eligibility requirements.

In an effort to reach all eligible veterans, staff members created an outreach list compromised of all regional veteran groups and their contact persons. A list of veterans who contacted SGV Habitat regarding the Desiderio homeownership opportunity was

started and updated as the news spread within the veteran community. SGV Habitat staff members will continue to build relationships with those familiar with veteran groups and with those who have the capacity to send out information about the Desiderio Homes to thousands of individuals on their mailing lists. SGV Habitat’s Speaker’s Bureau also played an important role by presenting at local veteran outreach events.

SGV Habitat will begin sending out detailed Application Meeting information towards the end of 2014. This will give sufficient time for follow-up outreach that will take place in preparation for the confirmed Application Meeting dates which will occur early in 2015.

SGV Habitat’s staff and Board of Directors look forward to helping those who have made our country safer achieve the American dream of homeownership.

Outreach to VeteransHOMEOWNERSHIP IS POSSIBLE FOR LOW-INCOME VETERANS

Charles Rouchka (Uncle Charlie) donated his home in Arcadia so that three veterans can buy a home at the Desiderio build. He was often seen around town on his Schwinn bicycle, his preferred mode of transportation

Front view renderings for the Desiderio Homes

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For Brenda, Home is Hope.

ONE WOMAN’S JOURNEY TO FALL BACK IN LOVE WITH HER HOME

Brenda used to pull up to her house or walk by and see the chipping paint. She and her son would try to fix up what they could. Their patches would work temporarily, but they just couldn’t keep up with the repairs. Things felt hopeless.

Brenda Tyson and her two children have lived in their home for nearly 20 years. Her home also serves as the site for a daycare program for children of local low-income families. She found out about SGV Habitat’s home repair program while visiting the Pasadena ReStore. She thought it sounded too good to be true and figured she probably couldn’t qualify, but decided to apply anyway.

When she got the call to have a home visit to develop a scope of work, she said she was overwhelmed. She says she had continuous tears of joy discovering that there was hope when she had thought there wasn’t any. With instruction and hard work from our construction staff, teams of volunteers from the

community managed to repair the entire exterior of Brenda’s home in about six weeks. Along with wall and roof repairs and landscaping, Brenda’s home was painted similar colors to other Craftsman style homes one would typically find in Pasadena neighborhoods.

Brenda says that she and her son gained all of the encouragement they need to continue repairs and

maintain their property in the future. Brenda says that she has a whole new appreciation for her community. She is even looking for more ways to get involved to help others.

She continues to tell all of her friends to drive by and see her “new” house. They always call

her later to tell her they didn’t even recognize it! For Brenda, her newly repaired home gives her hope for her family’s future.

SGV Habitat for Humanity will continue to give a hand-up to other deserving families like the Tysons.

She had continuous tears of joy discovering that there was hope when she had thought there wasn’t any.

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Don Goodman, former President of Walt Disney Imagineering, joined the Board of SGV Habitat in 2005 to fill out the term of a previous member. At

the end of 2013, Don’s two full terms of service came to an end. His eight years of service propelled SGV Habitat’s capacity to build and serve, so we take this Annual Report opportunity to recognize Don and The Walt Disney Company for an amazing partnership.

• Don arranged for a crew of photographers to film all of the milestone events of the Palmer Homes Build from fundraising to notification of the new Habitat home buyers, through the Groundbreaking Ceremony, the construction of

the homes and finally the Dedication Ceremony when the new homeowners received the keys to their homes and expressed their heartfelt gratitude for the Habitat homeownership opportunity. Steven Spiegel scripted a DVD that is still used to share SGV Habitat’s model that transforms lives through homeownership. Steve’s talents are well-known because he wrote

the script for Disney’s “Meet Mr. Lincoln.” David Katzman, known for so many of the Disney films we watch while standing in Disney’s amusement park lines, produced this SGV Habitat DVD. Harrison Ford, a talented carpenter as well as a famed actor, narrated the SGV Habitat for Humanity story.

• Don led by example when the 11-home Kenwood Homes opportunity in Glendale came to SGV Habitat. City of Glendale required SGV Habitat to raise $1,000,000 in a single year in order to break ground for this ambitious

development with semi-subterranean garages and two stories above ground. Don and his staff of Imagineers opened their building for a private, invitational fundraising event for potential major donors. All attendees were awed by the insiders’ view of current and future Imagineering achievements and plans and were touched as Enrique Frausto, a Palmer homebuyer, shared his family’s journey to homeownership.

• Don continued his leadership legacy by chairing the affiliate’s Fund Development Committee and by serving as President of the Board of Directors for two terms. In 2012, Don was honored as a recipient of the affiliate’s Ace Cain Humanitarian Award which recognizes visionary leadership and achievement that continues the qualities that were demonstrated by John “Ace” Cain who was the founder and first president of SGV Habitat’s Board of Directors.

• The Walt Disney Company has been a strong partner with SGV Habitat for Humanity, believing that the happiness and stability of families matter. In total, through FY 2014, The Walt Disney Company donated over $440,000 in home sponsorships. Two of these (Palmer Homes and Geneva Homes) were full $100,000 sponsorships.

Bob Law, Chief Estimator for Pankow Builders in Pasadena, joined the Board of Directors in FY 2014, following

many years of involvement as a construction volunteer. Bob is a knowledgeable and meticulous craftsman who built his own home in Big Bear and then rebuilt it following a destructive fire.

• Bob is a strategist and problem solver who has supported the affiliate’s construction staff in resolving site constraints and structural challenges as SGV Habitat builds its first three-story homes.

Board Members Build CapacitySGV HABITAT’S FUTURE DEPENDS ON VISIONARY LEADERS WHO DELIVER

Every year the Board of Directors reviews its membership profiles and seeks to strengthen and balance the talents, skills and networks of its members. Members with corporate affiliations are essential to build organizational capacity.

Don was honored as a recipient of the affiliate’s Ace Cain Humanitarian Award

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• Bob is an innovator who introduced SGV Habitat to Building Information Modeling (BIM). BIM is a suite of three-dimensional tools that creates accurate visual representations and inventory lists of every component of a home. This tool diagnoses positioning conflicts of the structural, mechanical, electrical, and plumbing systems within the building. BIM is a tool that virtually builds the house on the computer during the preconstruction phase. The Desiderio Homes will be the first of many homes built by SGV Habitat that will benefit from this technology.

• Bob’s dedication and enthusiasm for Habitat building inspire his colleagues at Pankow to participate on SGV Habitat’s Construction Committee, which Bob chairs, and to volunteer as construction leaders at build sites. Bob also maintains a network of former colleagues who are engaging their current employers and co-workers with SGV Habitat’s construction efforts.

• Bob’s professional expertise as an estimator helps SGV Habitat to evaluate bids and billings. This has been particularly important for the renovation of the buildings that will become the new Atwater Village ReStore.

ohn Mac Lean, Senior Commercial Loan Consultant for Chase Bank, is an experienced board leader who is a long-term advocate and supporter for the affiliate’s unique and exciting Desiderio Homes opportunity just south of the Colorado Bridge in Pasadena.

• John and his family are staunch Habitat for Humanity supporters. In 2009, he and his sister Anna joined an SGV Habitat major donors delegation for a Jimmy Carter Work Project that built 82 homes in Thailand. John was an effective builder and a cheerleader for all of the hardworking volunteers. At the end of the build week, John gave his tool belt to “Nope,” the new homeowner who now lives in the house that John and other SGV Habitat volunteers built. John and his wife Susan have three children – Bella, age nine and twins Alec and James, age seven. The children participate in SGV Habitat events, including home dedications, so they are learning through their father’s example to care for and help those who need affordable housing

• In 2010, John saw a golden opportunity for Chase Bank to partner with SGV Habitat by donating a repossessed apartment building in Pasadena. John was a motivated and compelling advocate as he arranged for his boss to meet SGV Habitat leaders and to eventually consummate the transfer of this property to the affiliate. The immediate goal was for SGV Habitat to do critical repairs to improve the lives of existing tenants; the long-range goal was to sell the property to generate funding for new homes that would be built by SGV Habitat. All of these goals have been achieved thanks to John’s ability to identify, pursue and bring this golden opportunity to fruition.

• Since 2011, John has chaired the affiliate’s Hard Hat Council, a body of community business people who help to secure pro bono services and gifts-in-kind of building materials. He and the members of the Hard Hat Council help to control construction costs through direct donations or through outreach to contractors and businesses to secure products and services.

• John and Susan enthusiastically support all of SGV Habitat’s fundraising events and always donate interesting and significant auction items that spur bidding to benefit the affordable housing work of SGV Habitat for Humanity.

• In 2012 John was a recipient of the Ace Cain Humanitarian Award for his visionary leadership and his steadfast commitment to the transformational affordable housing mission of SGV Habitat for Humanity.

John and the Hard Hat Council secure pro bono services and gifts-in-kind building materials

Bob’s time, skills and talents are making a positive impact on construction of the Chestnut Homes

John Mac Lean presented his signature tool belt as a gift to new Habitat homeowners at the the 2009 Jimmy & Rosalynn Carter Work Project in Thailand

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Telling Habitat for Humanity’s Inspirational Stories

FY 2014 BROUGHT ADVANCES IN MARKETING What is effective marketing for a non-profit organization whose mission is to build affordable housing?

This was one of the questions posed to Brenton Kelly who now serves as Marketing Manager for SGV Habitat for Humanity. “Good marketing should be focused and concise . . . providing quality content and materials to an otherwise bombarded society. To capture attention, we don’t annoy. We must stand out for the simple fact that our organization has substance, and thus our marketing must inspire people as they learn more about the important cause of affordable housing,” Brenton responded.

This year SGV Habitat has made great strides in outreach to the community. Together with immense support and hard work from fellow staff members and volunteers, SGV Habitat made improvements in just about every area of outreach – home ownership and repair, youth, veteran, faith, volunteer, and with our ReStores.

As is the case with many non-profit organizations, our affiliate’s marketing budget is extremely limited. Working on a shoe-string budget requires ingenuity from all staff members to find cost effective means to reach out to touch those who need affordable housing and to inspire those who have capacity to give. Participation in community events and partnerships with other organizations have created stronger brand recognition. SGV Habitat’s Speakers Bureau, led by vivacious board member Kelly Nardoni, trained a cadre of volunteer speakers who have been successful in presenting

information about our programs to community groups for the purposes of gaining additional supporters as well as reaching potential future homeowners for our builds.

In one of our more significant branding changes in Fiscal Year 2014, Brenton designed and then teamed up with a local website developer to completely remap and redesign

the affiliate’s website. Our site is now simpler and easier to use than ever before. All informational details can be reached by web visitors in two to three clicks, keeping website visitors engaged and

eliminating frustration. The home page allows visitors to quickly see the latest updates, social outreach, and upcoming events. The entire site is now “responsive,” meaning that the site adjusts to the screen size of every device—office computers, laptops, tablets and phones. Those accessing the site through their mobile device will have no problem maneuvering through the site to find necessary information.

Chelsea McHenry, Volunteer Manager, made huge strides in making it easier for volunteers to become involved. Rather than traditional in-house volunteer orientations that take place once a month at the SGV Habitat office, she was able to move all volunteer orientations and sign-ups online. Volunteers who would like to help at our construction sites or ReStores can now sign up one day and be helping the next!

With the immense support and hard work from staff members and volunteers, we made improvements in just about every area of outreach.A story of perseverance and love, the De

La Rosa’s family story is an incredible one. SGV Habitat has chosen them to be the face of our upcoming 2014 Annual Appeal

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One of Brenton’s most-requested pieces of physical marketing material when he joined the SGV Habitat staff was a general brochure about the affiliate’s programs and how to get involved. This brochure would be something to take to events and give out to interested volunteers, donors, or future homebuyers. Quickly, he learned that many individuals were initially only interested in one aspect of the organization, so he next focused on creating handouts for each program offered by our affiliate. We now have handouts specific to home ownership, home repair, faith, youth, veterans, volunteers, and ReStores. These have been very popular and have been a great success at outreach events.

All event fliers, posters, and invites look more professional than ever, and we’ve received praise from recipients about the look and feel of the new informational pieces.

Since Fiscal Year 2013, SGV Habitat’s constituent database has grown from less than 3,000 active email addresses to over 14,000! Social media activity has increased and following has increased over 40% on Twitter and Facebook. More email addresses and constituents translate to more

volunteers, donors, and ReStore customers.

With advances in every single piece of marketing material, the most significant and needed next step is to capture the riveting stories

of our very own Habitat homeowners. Our goal is to continue to share more emotionally gripping interviews with our own Habitat homeowners. These compelling stories will spread the word throughout our service area about the impactful work SGV Habitat is doing right here in local communities.

With the ever-changing informational needs landscape, SGV Habitat has many more improvements on the horizon! But with the right staff

in place, a supportive Board of Directors, and dedicated committees, our affiliate’s future is looking more hopeful than ever. Fiscal Year 2015 will bring continued outreach to our continuously-growing database, impactful events, and even more partnerships with local businesses, nonprofits, and local multimedia stations.

Your ideas for still more growth in marketing our cause are welcome, and we ask that you join us in helping build more homes and hope in your community.

Website redesign also included a well deserved prominent recognition spot for our “Home Raisers”

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ASSETS JUNE 30, 2014

JUNE 30, 2013

Current Assets:

Cash and cash equivalents 4,179,066 3,159,027

Restricted Cash 9,084 16,813

Investments 1,252,455 1,020,425

Contributions receivable 18,850 116,480

Mortgage loans receivable - current portion 246,476 250,583

ReStore inventory 112,207 89,279

Houses Under Construction 263,436 68,685

Other Assets 134,079 95,262

6,215,653 4,816,554

Non-Current Assets:

Rental Property - 548,100

Property and equipment, net of accumulated depreciation 170,852 73,118

Mortgage loans receivable - net or current portion, less discount 2,625,661 2,682,003

Total Assets 9,012,166 8,119,775

LIABILITIES AND NET ASSETS

Current liabilities

Accounts Payable $65,720 $7,758

Accrued Expenses 87,037 66,130

Deposits - 950

Note Payable - current portion 70,419 67,304

288,040 142,142

Note Payable - net of current portion 694,277 764,696

982,317 906,838

Net Assets

Unrestricted

Undesignated 1,776,439 1,143,020

Board Designated 4,388,028 4,569,796

Total Unrestricted 6,164,467 5,712,816

Temporarily Restricted 1,865,382 1,500,121

Total Net Assets 8,029,849 7,212,937

TOTAL LIABILITIES AND NET ASSETS 9,012,166 8,119,775

TOTAL REVENUES AND NET ASSETS

TOTAL EXPENSES

SUPPORT AND REVENUE

Program Services92%

General and Administrative

7%

Fundraising1%

Contributions and Grants17%

In-kind Contributions

38%

ReStore sales and donations

35%

Imputed interest income on

mortgage loans3%

Donated services2%

Other Income5%

1,000,000

2,000,000

3,000,000

4,000,000

5,000,000

6,000,000

7,000,000

8,000,000

9,000,000

FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 FY 2014

Total Revenue Net Assets

FINANCIALS

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2014 2013

SUPPORT AND REVENUE Unrestricted Temporarily Restricted Total Unrestricted Temporarily

Restricted Total

Contributions and grants 332,956 382,921 715,877 196,543 1,417,517 1,614,060

In-kind contributions 1,593,663 - 1,593,663 1,331,832 - 1,331,832

Sales to homeowners - – - 692,938 - 692,938

ReStore sales and donations 1,459,566 – 1,459,566 1,237,761 – 1,237,761

Imputed interest income on mortgage loans 152,380 – 152,380 152,473 – 152,473

Donated services 69,020 - 69,020 28,352 - 28,352

Interest income 23,163 – 23,163 8,848 – 8,848

Other income 171,331 - 171,331 174,621 – 174,621

Net assets released from restrictions:

Release of time restriction 5,293 (5,293) – 36,017 (36,018) –

Satisfaction of donor restrictions 12,367 (12,367) – 343,492 (343,492) –

Total Support and Revenue 3,819,739 365,261 4,185,000 4,202,878 1,038,007 5,240,885

EXPENSES:

Program services 3,096,065 – 3,096,065 3,703,277 – 3,703,277

Supporting activities:

General and administrative 229,783 – 229,783 209,600 – 209,600

Fundraising 42,240 – 42,240 89,582 – 89,582

TOTAL EXPENSES 3,368,088 – 3,368,088 4,002,459 – 4,002,459

CHANGE IN NET ASSETS 451,651 365,261 816,912 200,419 1,038,007 1,238,426

NET ASSETS, BEGINNING OF YEAR 5,712,816 1,500,121 7,212,937 5,512,397 462,114 5,974,511

NET ASSETS, END OF YEAR 6,164,467 1,865,382 8,029,849 5,712,816 1,500,121 7,212,937

SAN GABRIEL VALLEY HABITAT FOR HUMANITY FOR THE YEAR ENDED JUNE 30, 2014 WITH SUMMARIZED COMPARATIVE FIGURES FOR THE YEAR ENDED JUNE 30, 2013

This financial information has been extracted from our audited financial statements. A complete set of financial statements, including footnotes, is available upon request. The complete financial statements have been audited by Capin Crouse LLP, Brea, California.

Program Services92%

General and Administrative

7%

Fundraising1%

STATEMENT OF ACTIVITIES

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For the seventh consecutive year, San Gabriel Valley Habitat for Humanity earned Charity Navigator’s 4-Star Rating for sound fiscal management and commitment to accountability and transparency.

Only 2% of Charity Navigator rated charities have received seven consecutive 4-Star evaluations

Charity Navigator’s 4-Star RatingSGV HABITAT FOR HUMANITY RANKS AS TOP CHARITY BASED ON SOUND FISCAL MANAGEMENT

 

April 1, 2014Sonja YatesSan Gabriel Valley Habitat for Humanity400 South Irwindale AvenueAzusa, CA 91702Dear Sonja Yates: On behalf of Charity Navigator, I wish to congratulate San Gabriel Valley Habitat for Humanity on achieving our

coveted 4-star rating for sound fiscal management and commitment to accountability and transparency.As the nonprofit sector continues to grow at an unprecedented pace, savvy donors are demanding more accountability,

transparency and quantifiable results from the charities they choose to support with their hard-earned dollars. In this

competitive philanthropic marketplace, Charity Navigator, America's premier charity evaluator, highlights the fine

work of efficient, ethical and open charities. Our goal in all of this is to provide donors with essential information

needed to give them greater confidence in the charitable choices they make.Based on the most recent information available, we have issued a new rating for your organization. We are proud to

announce San Gabriel Valley Habitat for Humanity has earned our seventh consecutive 4-star rating. Receiving four

out of a possible four stars indicates that your organization adheres to good governance and other best practices that

minimize the chance of unethical activities and consistently executes its mission in a fiscally responsible way. Only 2%

of the charities we rate have received at least 7 consecutive 4-star evaluations, indicating that San Gabriel Valley

Habitat for Humanity outperforms most other charities in America. This “exceptional” designation from Charity

Navigator differentiates San Gabriel Valley Habitat for Humanity from its peers and demonstrates to the public it is

worthy of their trust. Forbes, Business Week, and Kiplinger's Financial Magazine, among others, have profiled and celebrated our unique

method of applying data-driven analysis to the charitable sector. We evaluate ten times more charities than our nearest

competitor and currently attract more visitors to our website than all other charity rating groups combined, thus making

us the leading charity evaluator in America. Our data shows that users of our site gave more than they planned to

before viewing our findings, and in fact, it is estimated that last year Charity Navigator influenced approximately $10

billion in charitable gifts.We believe our service will enhance your organization's fundraising and public relations efforts. Our favorable review

of San Gabriel Valley Habitat for Humanity's fiscal health and commitment to accountability & transparency will be

visible on our website as of April 1st.We wish you continued success in your charitable endeavors.

Sincerely,

Ken BergerPresident & Chief Executive Officer

ANNUAL REPORT FISCAL YEAR 2014 17

BOARD MEMBERSElaine WilkersonBoard President Former Director of PlanningCity of GlendaleGregory BarsamianBoard Vice-PresidentManaging PrincipalColdwell Banker Commercial AlliancePaul McAnnally-LinzBoard TreasurerChief Financial OfficerEducational Services InternationalAndrew PittroffSecretaryFamily BusinessHouse of PrintingNicolas AlparazSenior Associate, Transaction ServicesPrice Waterhouse-CoopersTom BunnAttorneyLagerlof, Senecal, Gosney & Kruse, LLPGlen DawesVice President and ControllerKaiser Foundation Health Plan, Inc.Ann DoughertyManagement ConsultantGeorge HernandezRetirement SpecialistGLP & Associates

Bob LawChief EstimatorPankow Builders

John MacLeanSenior Loan ConsultantChase BankKelly NardoniVice PresidentMedical Technologies International, Inc.Herb RimBusiness Analytics Senior ManagerRevenue ManagementPublic Storage

HARD HAT COUNCILThe Hard Hat Council is a key support group which gives and secures major gifts to support our affordable housing mission.

Alex AgajanianDamien AllenDonna BakerChristopher BurauTom DoudJohn Mac LeanJoan McCarthyBob PicardoVince QuinonesGeorge SmithJeff Throop

HONORARY BOARDComprised of long-term supporters who have shaped and built the effectiveness of our organization, Honorary Board members are dedicated leaders who continue to support the mission and building efforts of San Gabriel Valley Habitat for Humanity.

Supervisor Michael Antonovich Jon Barstad Jack Conroy Merwyn FairCharlotte HoganBarbara HudsonSenator Carol LiuMary Jane MacyAnthony Portantino

STAFFExecutive DirectorSonja L. YatesDirector of ConstructionDamien AllenOffice ManagerCatalina VelezAccountantSayaka OtaMarketing ManagerBrenton Kelly

Volunteer & Youth Programs ManagerChelsea McHenry

Grants & Partnerships ManagerLinda Bermudez

Family Services CoordinatorMarty McBrideConstruction Assistant SuperintendentsMichael EscarzagaLindsey Lesher

ReStore ManagersMicah Hillis, PasadenaMatt Vincent, Azusa

ReStore Assistant ManagersMerrick Drake, PasadenaCesar Baltazar, Azusa

ReStore Administrative AssistantJenifer Gonzalez

ReStore Donor Relations CoordinatorChristopher Kahl

ReStore DriversWalter Rae Jr.Emory Davis IIIReStore Sales AssociatesCraig ChewBrian EwingIsmael FloresCarlos HernandezErik KristiansenMark LeyvaDon MeekerPhillip PasosJoshua RosaMichael SpringsLucas Mark Mainscott

Leadership and Staff

AcknowledgmentsElaine Wilkerson, Board President

Sonja L. Yates, Executive Director

Brenton Kelly, Graphic Design & Photography

400 South Irwindale Avenue • Azusa, CA 91702

Office: 626-387-6899 Fax: 626.387.6890

sgvhabitat.org • [email protected]

Brendra Tyson stands proudly in front of her recently repaired home

Volunteers repair homes to strengthen local communities