Totals
- Total revenue
- $36,316,622
- Total expenses
- $36,031,287
- Contributions and grants received
- $34,645,840
- Grants paid
- $2,774,783
- Program service revenue
- $881,187
- Investment income
- $188,355
- Other revenue
- $601,240
- Total assets, end of year
- $36,648,765
- Total liabilities, end of year
- $4,222,002
- Net assets or fund balances, end of year
- $32,426,763
- Program services expenses (Part IX)
- $32,701,839
- Management and general expenses
- $2,431,081
- Fundraising expenses
- $898,367
- Program service expenses (Part III)
- $32,701,839
Program services were 90.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$11,292,578
-
1f · All other contributions, gifts and grants
$23,353,262
-
1g · Noncash contributions included above
$674,722
-
2a · Program service revenue: SALE OF PROPERTY
total $423,000 · related or exempt $423,000
-
2b · Program service revenue: HOMEOWNER FUNDING
total $248,564 · related or exempt $248,564
-
2c · Program service revenue: PROPERTY MANAGEMENT FEES
total $107,297 · related or exempt $107,297
-
2d · Program service revenue: OPPORTUNITY HOUSING
total $102,326 · related or exempt $102,326
-
3 · Investment income
total $317,640 · excluded $317,640
-
7a · Gross sales of assets other than inventory
securities $4,562,807
-
7b · Less cost or other basis and sales expenses
securities $4,692,092
-
7c · Gain or loss
securities -$129,285
-
7d · Net gain or loss
total -$129,285 · excluded -$129,285
-
11a · Other revenue: OTHER INCOME
total $508,819 · related or exempt $508,819
-
11b · Other revenue: VENDOR INCENTIVES
total $92,421 · related or exempt $92,421
-
11e · Other revenue, total
$601,240
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,774,783 · program services $2,774,783
-
5 · Compensation of officers, directors and key employees
total $1,430,695 · program services $858,930 · management and general $246,127 · fundraising $325,638
-
7 · Other salaries and wages
total $7,177,657 · program services $5,275,592 · management and general $1,511,727 · fundraising $390,338
-
8 · Pension plan contributions
total $26,742 · program services $19,041 · management and general $5,076 · fundraising $2,625
-
10 · Payroll taxes
total $680,723 · program services $622,241 · management and general $58,395 · fundraising $87
-
11g · Fees: other
total $1,855,734 · program services $1,612,145 · management and general $220,936 · fundraising $22,653
-
12 · Advertising and promotion
total $30,619 · program services $19,323 · management and general $11,296
-
13 · Office expenses
total $145,733 · program services $116,564 · management and general $5,681 · fundraising $23,488
-
14 · Information technology
total $101,098 · program services $72,036 · management and general $26,078 · fundraising $2,984
-
16 · Occupancy
total $758,465 · program services $679,745 · management and general $53,872 · fundraising $24,848
-
17 · Travel
total $713,500 · program services $613,627 · management and general $89,722 · fundraising $10,151
-
19 · Conferences, conventions and meetings
total $15,027 · program services $9,883 · management and general $4,747 · fundraising $397
-
20 · Interest
total $54,792 · program services $43,357 · management and general $6,142 · fundraising $5,293
-
22 · Depreciation, depletion and amortization
total $67,920 · program services $67,920
-
23 · Insurance
total $1,216,607 · program services $1,071,726 · management and general $126,189 · fundraising $18,692
-
24a · Other expenses: CONSTRUCTION
total $17,459,973 · program services $17,455,685 · management and general $4,074 · fundraising $214
-
24b · Other expenses: SOFTWARE LICENSES AND F
total $431,082 · program services $337,433 · management and general $37,685 · fundraising $55,964
-
24c · Other expenses: PROPERTY EXPENSE
total $423,559 · program services $423,559
-
24d · Other expenses: BAD DEBT
total $217,623 · program services $217,623
-
24e · All other expenses
total $448,955 · program services $410,626 · management and general $23,334 · fundraising $14,995
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $9,200,206 · end of year $6,244,536
-
2 · Savings and temporary cash investments
beginning of year $1,563,552 · end of year $1,287,441
-
3 · Pledges and grants receivable
beginning of year $3,747,751 · end of year $6,309,684
-
4 · Accounts receivable
beginning of year $3,097,152 · end of year $2,016,004
-
7 · Other notes and loans receivable
beginning of year $4,873,319 · end of year $2,349,315
-
9 · Prepaid expenses and deferred charges
beginning of year $247,676 · end of year $418,074
-
10a · Land, buildings and equipment: cost or other basis
$2,589,589
-
10b · Land, buildings and equipment: accumulated depreciation
$582,219
-
10c · Land, buildings and equipment, net
beginning of year $1,026,997 · end of year $2,007,370
-
11 · Investments: publicly traded securities
beginning of year $7,091,500 · end of year $7,490,314
-
12 · Investments: other securities
beginning of year $1,633,392 · end of year $2,877,252
-
15 · Other assets
beginning of year $3,808,399 · end of year $5,648,775
-
17 · Accounts payable and accrued expenses
beginning of year $1,186,474 · end of year $2,120,041
-
19 · Deferred revenue
beginning of year $800,000 · end of year $1,064,966
-
23 · Secured mortgages and notes payable
beginning of year $1,522,000 · end of year $680,743
-
25 · Other liabilities
beginning of year $182,951 · end of year $356,252
-
27 · Net assets without donor restrictions
beginning of year $26,597,811 · end of year $27,890,621
-
28 · Net assets with donor restrictions
beginning of year $6,000,708 · end of year $4,536,142
Mission and programs · 2022
Mission
SHRINKING TIME BETWEEN DISASTER AND RECOVERY BY ENSURING THAT DISASTER-IMPACTED COMMUNITIES RECOVER IN A PROMPT, EFFICIENT AND PREDICTABLE WAY.
Activities or mission (Part I)
SHRINKING TIME BETWEEN DISASTER AND RECOVERY BY CREATING HOUSING OPPORTUNITIES SO THAT DISASTER SURVIVORS CAN RETURN TO THEIR HOMES AND COMMUNITIES.
-
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 576 HOMES.
Expenses $29,120,212 · Grants $2,774,783 · Revenue $778,861
-
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.
Expenses $1,369,276 · Revenue $102,326
-
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.
Expenses $2,212,351
As filed on the 2022 return.
Listed in Part VII
-
ZACK ROSENBURG
CHIEF EXECUTIVE OFFICER
- Total calculated
- $330,901
- From this org
- $318,521
- From related orgs
- $0
- Other
- $12,380
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $318,521
- Bonus
- $0
- Other
- $0
- Deferred
- $5,840
- Nontaxable benefits
- $6,540
- Filer's total
- $330,901
-
JACQUELINE ALEXANDER JD
BOARD SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
JOHN SOLON CPA
BOARD TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
ELIE KHOURY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
COURTENAY LAROCHE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
FRANCIS BOUCHARD
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
PETER FORLENZA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ANN LIMBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
KEITH DALY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MIKE GOSS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SCOTT COUVILLON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
LEE CARTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
RON GUERRIER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DERRICK JOHNSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
LISA K EISENSTEIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JENNIFER G ENDERLIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DEBORAH ALDREDGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
KEITH MCCULLOCH
CHIEF FINANCIAL OFFICER
- Total calculated
- $234,236
- From this org
- $224,318
- From related orgs
- $0
- Other
- $9,918
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $224,318
- Bonus
- $0
- Other
- $0
- Deferred
- $3,251
- Nontaxable benefits
- $6,667
- Filer's total
- $234,236
-
ELIZABETH MCCARTNEY
CHIEF OPERATING OFFICER
- Total calculated
- $212,106
- From this org
- $204,221
- From related orgs
- $0
- Other
- $7,885
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $204,221
- Bonus
- $0
- Other
- $0
- Deferred
- $2,980
- Nontaxable benefits
- $4,905
- Filer's total
- $212,106
-
REESE MAY
CHIEF STRATEGY AND INNOVAT
- Total calculated
- $217,012
- From this org
- $210,472
- From related orgs
- $0
- Other
- $6,540
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $210,472
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $6,540
- Filer's total
- $217,012
-
ELIZABETH EGLE
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $181,704
- From this org
- $171,295
- From related orgs
- $0
- Other
- $10,409
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,295
- Bonus
- $0
- Other
- $0
- Deferred
- $3,742
- Nontaxable benefits
- $6,667
- Filer's total
- $181,704
-
THOMAS CORLEY
CHIEF RECOVERY OFFICER
- Total calculated
- $157,802
- From this org
- $149,105
- From related orgs
- $0
- Other
- $8,697
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $149,105
- Bonus
- $0
- Other
- $0
- Deferred
- $2,030
- Nontaxable benefits
- $6,667
- Filer's total
- $157,802
-
SHELTON SHUGAR
BOARD CHAIR
- Total calculated
- $162,597
- From this org
- $152,764
- From related orgs
- $0
- Other
- $9,833
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,764
- Bonus
- $0
- Other
- $0
- Deferred
- $3,293
- Nontaxable benefits
- $6,540
- Filer's total
- $162,597
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- 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.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$355,665
HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED
-
HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED
-
TENNESSEE CONFERENCE OF THE UMC
$250,000
HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED
-
$212,649
HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED
-
$155,000
HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED
-
HABITAT FOR HUMANITY OF LAREDO INC
$140,000
HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED
-
$106,600
HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED
-
$100,000
HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED
-
UNITED WAY OF COLLIER AND THE KEYS
$100,000
HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED
-
APPALACHIA SERVICE PROJECT INC
$97,000
HOME REPAIR/BUILDING FOR THE ECONOMICALLY DISADVANTAGED
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · CREATE HOUSING OPPORTUNITIES SO THAT DISASTER SURVIVORS CAN RETURN HOME. · LA · controlled entity
Directly controlled by THE ST BERNARD PROJECT INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
TO PROVIDE DEVELOPER SERVICES FOR LOW INCOME APARTMENT PROJECTS · LA · income $0 · assets $1,087,870
Directly controlled by ST BERNARD PROJECT INC
-
TO PROVIDE DEVELOPER SERVICES FOR LOW INCOME DUPLEXES · LA · income $0 · assets $1,200,000
Directly controlled by ST BERNARD PROJECT INC
-
MANAGEMENT · LA · income $0 · assets $0
Directly controlled by ST BERNARD PROJECT INC
-
MANAGEMENT · LA · income $0 · assets $0
Directly controlled by ST BERNARD PROJECT INC
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
RELATED · RENTAL REAL ESTATE · LA · 0.01% owned · share of income -$41 · share of assets $1,015 · general or managing partner
-
RELATED · RENTAL REAL ESTATE · LA · 0.01% owned · share of income -$28 · share of assets $1,009 · general or managing partner
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323199349310587
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.