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Habitat for Humanity of Orange County, Inc.

 2200 Ritchey Street
 Santa Ana, CA 92705
[P] (714) 434-6200 x 230
[F] (714) 434-1222
[email protected]
Chris Baiocchi
 Printable 1 Page Summary
 Printable Profile
Organization DBA Habitat for Humanity of Orange County, Inc.
Former Names --
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 33-0311059 00000


Mission StatementMORE »

Seeking to put love and faith into action, Habitat for Humanity of Orange County brings people together to build homes, community and hope.

Mission Statement

Seeking to put love and faith into action, Habitat for Humanity of Orange County brings people together to build homes, community and hope.

FinancialsMORE »

Fiscal Year 2020
Projected Expenses $11,600,000.00
Projected Revenue $11,500,000.00

ProgramsMORE »

  • Affordable Housing for Low-Income Families
  • Neighborhood Revitalization

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Mission Statement

Seeking to put love and faith into action, Habitat for Humanity of Orange County brings people together to build homes, community and hope.

Background Statement

Habitat OC, an affiliate of Habitat for Humanity International, was incorporated as a 501(c)(3) nonprofit in 1988. Since then, the organization has completed construction of 219 homes in Orange County, moving more than 3,500 individuals including more than 800 children, from substandard housing to an affordable, permanent home. Low and moderate income families who meet Habitat's eligibility requirements may apply to purchase a Habitat home.

To ensure that families make a successful transition to home ownership, Habitat OC provides the Homeowner Education series of mandatory and elective classes. Topics covered include financial literacy, budgeting and money management, homeowners associations, home repair and maintenance, conflict resolution, parenting and college readiness.

Habitat OC continues to use environmentally friendly building practices including tankless water heaters, double pane windows, motion-sensing lighting, increased attic insulation, solar panels, more efficient heating units, and recycled construction waste.

Habitat OC provides opportunities each year for thousands of volunteers to donate their time and skills. Volunteers work on-site to help construct each Habitat home, assist in selecting program families, help in the ReStores or the office, serve as family mentors, committee members, board members and accomplish many tasks that contribute to the cost-efficiency of the organization. 

Habitat OC operates ReStores in Anaheim and Santa Ana that accept donations of new, surplus, and slightly damaged building materials. These materials are sold to the public below retail, generating revenue for Habitat's mission and increasing recycling of reusable materials that would otherwise be added to landfills. ReStore shoppers purchase reusable items at a deep discount, the goods are recycled and diverted from landfills, and ReStore sales generate funding to build more Habitat homes.

Impact Statement

Since 1988, Habitat for Humanity of Orange County has constructed 219 homes, serving more than 3,500 adults and children. These families know the joy of living in safe, decent, affordable Habitat homes in Orange County, California!
  • Advocacy for fair housing policies and eradication of substandard housing
  • The importance of faith
  • Tithing in support of international housing
  • Inclusion and diversity
  • Excellence in home construction and volunteer experiences
  • Respect and gratitude for those who give and those who receive
  • Collaboration
  • Environmental and financial sustainability

Needs Statement

  • Need for land in order to build new affordable homes, especially with the loss of California Redevelopment Agencies, which has been the primary source of land for Habitat OC in the past. 
  • Funding in order to build and repair homes. With several new developments underway, we are in need of significant funding.  Habitat OC and the City of Fullerton have partnered to build 12 new low-income homes over the next three years, with four currently being built.
  • Volunteers who can assist on a regular basis on our construction sites, especially in the North Orange County area.

CEO Statement

Habitat homes provide the secure, stable environment that children need in order to improve their grades, finish their education, obtain good jobs and break the cycle of poverty. This program truly makes a difference for families served and for the entire community.

Board Chair Statement


Other Ways to Donate/Volunteer

Donations help purchase land, supplies, equipment and professional services, while providing low-income families a decent place to live.Tax deductible donations can be made through a secure online donation, mailing in a check, or stopping by our office or at our ReStore locations.Become a member of the Habitat OC Giving Club. Monthly giving programs produce steady, reliable sources of income for Habitat OC. It helps with planning home building more effectively.Give gift donations in the names of your loved ones or colleagues. Donate your vehicle through our Cars for Homes™program.Donate stocks or other assets.Habitat OC benefits from donated professional services, construction materials and home improvement items, and other in-kind donations.Leave a Legacy by making Habitat OC a part of your estate planning. You will continue transforming lives and the community for generations to come. VolunteerFamily Services: Help interview and select families and serve as a mentor to prepare them for homeownership.Faith Relations: Help to host Alternative Christmas and other events;recruit representatives.Office: Assist in the office with various duties.Communications: Write press releases, greet reporters and help families tell their stories.Youth Opportunities:Start or join a campus chapter, make and deliver lunches to the construction site or create an independent fundraising project.Hospitality: Set up registration tables on the build sites, greet volunteers and register them for their workday.Women Build: Help fundraise, build and organize special events for Women Build.ReStore: Sort, organize, and help customers at the ReStore. Construction & Renovations: Work on build sites helping in a variety of ways from framing to landscaping.

Geographic Area Served

Central Orange County
West Orange County
South Orange County
North Orange County
Serving all of Orange County, California

Organization Categories

  1. Housing, Shelter - Housing Rehabilitation
  2. Community Improvement, Capacity Building - Community & Neighbourhood Development
  3. Human Services - Financial Counseling



Affordable Housing for Low-Income Families

Low-income families who earn between 30% - 80% of the county's median income and meet Habitat OC's eligibility requirements may apply to purchase a Habitat home. Applicants must be legal residents of the U.S., have a housing need that cannot be met through traditional means, demonstrate financial responsibility, and have good credit. Each adult must contribute 250 hours of "sweat equity" in building their own or other Habitat homes. Each family contributes a down payment of 1% of the home price and the closing costs. The mortgage is calculated according to family income so that no more than 30% of their income is spent for housing, fostering self-sufficiency and financial stability. Habitat OC also provides a Homeowner Education Program where families participate in mandatory and elective classes covering topics such as Budgeting and Financial Literacy, Basic Maintenance, and Homeowners Associations. Class hours count toward their "sweat equity" requirements.
Budget  $5,000,000.00
Category  Housing, General/Other Affordable Housing
Population Served Families General/Unspecified Other Economic Level
Program Short-Term Success 

Short-term Objectives

- Provide the opportunity to purchase a decent, permanent, affordable home to qualified, low and moderate income families in the Santa Ana, Tustin, Fullerton, and Placentia neighborhoods.

- Offer meaningful volunteer opportunities to hundreds of individuals from the community, local businesses, and faith coalitions who want to make a lasting difference.

- Raise community awareness about the impact of a stable environment on children and families and the ongoing need for affordable housing.

Program Long-Term Success 

Ownership of a Habitat home helps break the cycle of poverty and facilitates financial self-sufficiency, family stability, improved academic performance, and enhanced self-esteem for all family members. Research has shown that the children of homeowners experience better health, lower probability of dropping out of school, attainment of a higher level of education, and greater likelihood that they will become homeowners themselves, all factors that contribute to healthy communities. Stable housing allows children to remain in the same schools where they can build lasting peer and adult relationships, improving their academic performance and enhancing their social development.

Program Success Monitored By 

Habitat OC realizes that simply placing families in homes is only part of moving them beyond poverty housing. Each completed Habitat home is the foundation for long-term change in the lives of Habitat Program Families and the communities in which they live as these objectives are realized:
* Families will experience permanent removal from substandard housing, frequent rent increases, and instability as they transition to a decent, affordable, permanent Habitat home;
* Families' financial stability is improved with a fixed, affordable mortgage;
* Successfully break the cycle of poverty--children of homeowners perform better in school, are more likely to graduate from high school and obtain college degrees, and earn more money as adults than children from non-homeowner families;
* Homeowner Education classes and mentoring support help ensure a successful transition to home ownership for Habitat program families;
* Community awareness is raised regarding the ongoing need for affordable housing and the impact of a stable environment on children and families;
* Property values are improved in the neighborhood where Habitat homes are located;
* Habitat contributes to the efforts of local cities to provide affordable housing for low-income households.

Examples of Program Success  Habitat OC has constructed 208 homes in Orange County, providing the stability of home ownership for more than 3,000 adults and children. Habitat homes provide relief from overcrowded, dangerous, and unhealthy environments; safety from the influence of gangs, drugs, and other criminal elements; stability that allows children to remain in the same schools and develop lasting friendships; the security of a permanent address; and financial self-sufficiency that is the result of an affordable mortgage. Though families realize these immediate benefits when they move to a Habitat home, long-term home ownership demonstrates the life-changing effects. Maria Nungaray and her parents used to live in one poorly insulated room which they had to share at her grandmothers house. Then in 2006, the family became Habitat homeowners in Placentia. Maria is attending California State University, Long Beach, preparing for the nursing program. She has entered a Licensed Vocational Nurse program, the next step toward her goal of becoming a Registered Nurse. Maria's Habitat home has given her a strong foundation from which she can accomplish what she always wanted.

Neighborhood Revitalization

Answering the call for neighborhood improvements, Habitat OC has launched its new Neighborhood Revitalization Initiative. Faith groups, service organizations and cities team up with Habitat OC working side-by-side to benefit communities impacted by economic stress.
Budget  $435,000
Category  Community Development, General/Other Neighborhood Revitalization
Population Served Poor,Economically Disadvantaged,Indigent Families US& International
Program Short-Term Success 

The residents and coalition mirror the Woodcrest community:

·         Woodcrest Ethnicity breakdown: Hispanic (70%).Caucasian (20%) and Asian (10%).  The majority of the coalition is Spanish-speaking. The Coalition and its core team mirrors that of the diverse community of Woodcrest.

Program Long-Term Success 

For six years, 2012 – current, Habitat OC has partnered with the Woodcrest neighborhood of Fullerton to improve the quality of life for all families living in the area. Neighborhood Revitalization empowers residents to identify important issues within their community, develop leadership skills, build partnerships with individuals, non-profits, corporations, city agencies and elected officials to address the problems and implement sustainable improvement.

Program Success Monitored By  Habitat for Humanity of Orange County, St. Joseph Health , Fullerton Collaborative,  Fullerton Police Department, Woodcrest Elementary School, CSUF-Center for Healthy Neighborhoods.


Examples of Program Success 

The residents have learned to differentiate between the causes and symptoms of the issues.  By conducting interviews, gatherings and discussion forums the residents have been able to engage in more in-depth conversations with their neighbors, creating a more cohesive group, and strengthening their relationships with neighbors. The activities have acted as team building exercises for the resident leaders. Residents understand and are willing to go to those in power to advocate and then hold them accountable for their commitments.  Residents are now willing to approach media outlets to support and enhance their cause. 


CEO/Executive Director Ms. Sharon Ellis
CEO Term Start Nov 2005
CEO Email [email protected]
CEO Experience Sharon Ellis has resided in Orange County for more than 30 years. With a background in education, she saw what happens to children in unstable living situations as well as the difference that a decent home can make for a child. "My goal is to provide opportunities to help our families become independent, self-sustaining and able to see their potential as a family and as individuals," said Ellis. "By providing the opportunity for home ownership, we strengthen families and communities. I would love to be able to build a Habitat home in every city in Orange County." Sharon Ellis invites donors and volunteers to renew their commitment to help Habitat build simple, decent homes for families in Orange County. In her words, "Your time, effort and money are well spent."

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Chris Baiocchi Vice President of Fund Development --
Erica Berrios Chief Accounting Officer --
Sharon Ellis President/CEO --
Paula Garcia-Arsenault Director of Family Services --
Troy Hendrickson Vice President of Construction & Real Estate Development --
Robyn Willis VP, Retail Operations --


Award Awarding Organization Year
Sam Mompongo Award Habitat for Humanity International 2011


Affiliation Year
Orange County Business Council 2019

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --



Staff Information

Number of Full Time Staff 52
Number of Part Time Staff 5
Number of Volunteers 1,001
Number of Contract Staff 1
Staff Retention Rate % 77%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 2
Caucasian: 30
Hispanic/Latino: 10
Native American/American Indian: --
Other: 7
Other (if specified): 10
Gender Female: 42
Male: 20
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 3
Management Succession Plan Under Development
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses


CEO Comments


Foundation Comments



Board Chair Ken Lickel
Board Chair Company Affiliation Alcon (retired)
Board Chair Term July 2019 - July 2020
Board Co-Chair Michael Scott Valentine
Board Co-Chair Company Affiliation RiverRock Real Estate Group
Board Co-Chair Term July 2019 - July 2020

Board Members

Name Company Affiliations Status
Charles Antis Antis Roofing & Waterproofing, Inc. Voting
Robert Barker No Affiliation Voting
David Booher Spectrum Brands HHI Voting
Aram Chahbazian AIA TCA Architects Voting
Frank Ferrara Hyundai Motor America USA Voting
Francisca Gonzalez Baxa Law Offices of Francisca Gonzalez Baxa Voting
Mark Hoover First American Title Voting
Dallas Imbimbo Big Rentz Voting
F. Scott Jackson Jackson, DeMarco, Titdus, Peckenpaugh Voting
Anders King Fluidmaster Voting
Ken Lickel No Affililation Voting
James R. Light C. J. Light Associates Voting
Brett Mansfield Citibank Voting
Don Moe No Affiliation Voting
Robert Montgomery HOM Real Estate Group Voting
Susan Montoya First Bank Voting
Bradley Morton Retired Voting
Hugo Nuno First Foundation Bank Voting
John Schaefer -- --
Kim Sheperd -- Voting
Rev. Dr. Stanley D. Smith First Christian Church of Orange (retired pastor) Voting
Rev. Kay Sylvester -- --
Marcy Tieger -- --
Michael Valentine RiverRock Real Estate Group Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 21
Hispanic/Latino: 3
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 5
Male: 19
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits --
Board Meeting Attendance % 80%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 80%
Board Orientation Yes

CEO Comments


Foundation Comments


Standing Committees

  • Audit
  • Board Governance
  • Building
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Legislative
  • Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year July 01, 2019 to June 30, 2020
Projected Revenue $11,500,000.00
Projected Expenses $11,600,000.00
Form 990s

2017 Form 990

2016 Form 990

2015 Form 990

2014 Form 990

Audit Documents

2017 HFHOC 6-30-16 Audit

2016 HFHOC 6-30-16 Audit

2014 HFHOC 6-30-14 Audit

2013 HFHOC 6-30-13 Audit

2012 HFHOC 6-30-12 Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $7,858,995 $12,023,712 $4,564,308
Total Expenses $9,385,952 $11,157,872 $4,110,844

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$1,403,728 $2,903,006 $1,848,077
Government Contributions $0 $538,080 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- $538,080 $0
Individual Contributions -- -- --
Indirect Public Support -- -- $0
Earned Revenue $5,491,798 $7,673,647 $1,243,300
Investment Income, Net of Losses $145,936 $250,037 $423,049
Membership Dues -- -- $0
Special Events $678,157 $628,040 $788,061
Revenue In-Kind $81,042 -- $47,921
Other $58,334 $30,902 $-526,240

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $8,464,516 $10,303,258 $3,152,305
Administration Expense $407,213 $471,594 $462,891
Fundraising Expense $514,223 $383,020 $495,648
Payments to Affiliates -- -- $0
Total Revenue/Total Expenses 0.84 1.08 1.11
Program Expense/Total Expenses 90% 92% 77%
Fundraising Expense/Contributed Revenue 25% 9% 19%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $22,888,583 $24,266,425 $24,288,592
Current Assets $17,196,478 $10,989,025 $7,165,911
Long-Term Liabilities $12,495,634 $13,691,036 $13,691,036
Current Liabilities $1,063,972 $69,090 $1,005,744
Total Net Assets $9,328,977 $10,706,299 $9,591,812

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 16.16 159.05 7.12

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 55% 56% 56%
Endowment Value --
Spending Policy --
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates July -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? No

CEO Comments


Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.


Other Documents

Whistleblower policy ()

No Other Documents currently available.