Attach to Form 990 or Form 990-EZ.
See separate instructions.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization in col. (i) listed in your governing document? | (v) Did you notify the organization in col. (i) of your support? | (vi) Is the organization in col. (i) organized in the U.S.? | (vii) Amount of monetary support | |||
|---|---|---|---|---|---|---|---|---|---|
| Yes | No | Yes | No | Yes | No | ||||
| Total | |||||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2009 | (b) 2010 | (c) 2011 | (d) 2012 | (e) 2013 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 7,871,210 | 4,419,312 | 8,333,975 | 2,496,114 | 6,556,365 | 29,676,976 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 7,871,210 | 4,419,312 | 8,333,975 | 2,496,114 | 6,556,365 | 29,676,976 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 2,227,908 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 27,449,068 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2009 | (b) 2010 | (c) 2011 | (d) 2012 | (e) 2013 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 7,871,210 | 4,419,312 | 8,333,975 | 2,496,114 | 6,556,365 | 29,676,976 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 24,669 | 5,026 | 4,964 | 623 | 1,385 | 36,667 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. | ||||||
| 11 | Total support (Add lines 7 through 10). | 29,713,643 | |||||






Calendar year (or fiscal year beginning in) ![]() |
(a) 2009 | (b) 2010 | (c) 2011 | (d) 2012 | (e) 2013 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2009 | (b) 2010 | (c) 2011 | (d) 2012 | (e) 2013 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||




| Facts And Circumstances Test |
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| Explanation |
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| Software ID: | 13000230 |
| Software Version: | 13.6.0.0 |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Line 4d | COMMUNITY DEVELOPMENT SECONDARY MARKET PROGRAMS Facilitation of a secondary market operated by Self-Help Ventures Fund for home mortgages of low-income buyers in distressed communities to make homeownership more widely available to these families. Approximately 34,275 beneficiaries. |
| Form 990, Part III, Line 4d | RESPONSIBLE LENDING POLICY AND RESEARCH Together with supporting organization Center for Responsible Lending, engaged in education technical assistance on abusive financial practices that deplete the wealth of low-income minority families communities. Published 48 research reports, made 132 presentations, issue briefs, and analysis for comment letters to educate the general public and inform the regulatory process. Taken together, the activities noted above had approximately 51,497 beneficiaries. |
| Form 990, Part VI, Section A, Line 6, 7a | The organization has two classes of members, each of which elects a representative to the board of directors. |
| Form 990, Part VI, Section A, Line 11b | The Form 990 is prepared by staff accountants. The Chief Financial Officer, the Controller, and in-house counsel review multiple drafts and verify all answers before the form is provided to the Chief Executive Officer and board of directors for further review and comment prior to submission. |
| Form 990, Part VI, Section B, Line 12c | The organizations Conflict of Interest Policy covers its officers, directors or trustees, all employees of the organization or any related organization, and family members of persons in these categories. All covered persons are required under the policy to disclose actual or potential conflicts as soon as they arise and the directors of the organization and related organizations confirm annually that there are no existing conflicts of interest. Persons with actual conflicts are prohibited from participating in any decisions relevant to the situation where the conflict exists. Most conflicts are clearly delineated by the policy situations that are no so clear-cut are reviewed by in-house counsel, the CEO, or the Board, as appropriate. |
| Form 990, Part VI, Section B, Line 15b | The organization pays its highest paid workers including the CEO, top management officials and other officers, in accordance with a salary ceiling that is confirmed annually by the board, and was last confirmed in February 2013. This ceiling is subject to adjustment for increased costs of living associated with the geographical areas in which workers are working, but is well below the average market salary for workers with comparable levels of expertise and experience. |
| Form 990, Part VI, Section C, Line 19 | No documents available to the public. |
| Form 990, Part VII, Section A, Line 1a | No director or officer receives compensation for his or her work as a director, officer or trustee instead, the amounts listed in columns E and F are compensation paid to employees of the related organization who work 30-40 hours per week. Self-Help Services Corporation, which serves as the employer for all of the filing organizations workers. |
| Software ID: | 13000230 |
| Software Version: | 13.6.0.0 |
|
Affiliated Group Business Name:
Center for Community Self-Help Address. Either US or Foreign Type:
301 W Main Street
Durham,
NC
277013227
EIN:
56-1271685 Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
44,062
Total Lobbying Expenditures:
44,062
Other Exempt Purpose Expenditures:
589,679
Total Exempt Purpose Expenditures:
633,741
Lobbying Nontaxable Amount:
13,683
Grassroots Nontaxable Amount:
3,421
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
30,379
Share Of Excess Lobbying:
|
|
Affiliated Group Business Name:
Center for Responsible Lending Address. Either US or Foreign Type:
301 W Main Street
Durham,
NC
277013227
EIN:
74-3043913 Electing Organization Checkbox:
Total Grassroots Lobbying:
32,061
Total Direct Lobbying:
221,166
Total Lobbying Expenditures:
253,227
Other Exempt Purpose Expenditures:
1,864,072
Total Exempt Purpose Expenditures:
2,117,299
Lobbying Nontaxable Amount:
45,715
Grassroots Nontaxable Amount:
11,429
Tot Lobbying Grassroot Minus Non Tx:
20,632
Tot Lobby Expend Mns Lobbying Non Tx:
207,512
Share Of Excess Lobbying:
|
|
Affiliated Group Business Name:
Self-Help Community Development Corporation Address. Either US or Foreign Type:
301 W Main Street
Durham,
NC
277013227
EIN:
56-1975829 Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
3,104,292
Total Exempt Purpose Expenditures:
3,104,292
Lobbying Nontaxable Amount:
67,025
Grassroots Nontaxable Amount:
16,756
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
|
|
Affiliated Group Business Name:
Self-Help Ventures Fund Address. Either US or Foreign Type:
301 W Main Street
Durham,
NC
277013227
EIN:
58-1562750 Electing Organization Checkbox:
Total Grassroots Lobbying:
905
Total Direct Lobbying:
7,690
Total Lobbying Expenditures:
8,595
Other Exempt Purpose Expenditures:
19,513,270
Total Exempt Purpose Expenditures:
19,521,865
Lobbying Nontaxable Amount:
421,499
Grassroots Nontaxable Amount:
105,375
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
|
|
Affiliated Group Business Name:
Self-Help Services Corporation Address. Either US or Foreign Type:
301 W Main Street
Durham,
NC
277013227
EIN:
56-1849615 Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
20,938,140
Total Exempt Purpose Expenditures:
20,938,140
Lobbying Nontaxable Amount:
452,078
Grassroots Nontaxable Amount:
113,020
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
|