2023-11-15T12:12:14-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-01-01 521510101 NATIONAL HOUSING ENDOWMENT NATI 2022668477 1201 15TH STREET NW WASHINGTON DC 20005 MARK PURSELL PRESIDENT AND CEO 2022668477 2023-11-13 1 MARK PURSELL 999009999 0 ROBERT WILLIAMS P01345960 5712279500 2023-11-10 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARK PURSELL 1201 15TH STREET NW WASHINGTON DC 20005 8755778 0 X WWW.NATIONALHOUSINGENDOWMENT.ORG X 1987 DE SEE SCHEDULE O 30 30 3 30 0 0 402508 3420912 0 0 2937515 816449 0 0 3340023 4237361 632858 607088 0 0 482756 506395 0 0 308562 151193 171181 1266807 1284664 2073216 2952697 31315078 29840840 416828 423678 30898250 29417162 X THE NATIONAL HOUSING ENDOWMENT WILL HELP ADDRESS THE CHALLENGES OF THE HOME BUILDING INDUSTRY, ENHANCE THE WAYS WE EDUCATE AND TRAIN FUTURE GENERATIONS OF LEADERS IN RESIDENTIAL CONSTRUCTION AND INCREASE THE BODY OF KNOWLEDGE ON HOUSING ISSUES. 0 0 765163 607088 GRANTS TO SUPPORT EDUCATION, RESEARCH, MANPOWER TRAINING, AND RECRUITMENT OF THE BEST AND BRIGHTEST STUDENTS FOR THE HOUSING INDUSTRY. - SKILLED LABOR FUND MATCHING FUNDS: PROVIDING MATCHING FUNDS FOR CORPORATE CONTRIBUTIONS- IBS STUDENT TRAVEL SCHOLARSHIPS: FINANCIAL ASSISTANCE FOR STUDENTTRAVEL TO BUILDERS SHOW - NAHB STUDENT CHAPTER NETWORKING: SUPPORT STUDENT NETWORKING EVENTS AT BUILDERS SHOW- NAHB SAFETY VIDEOS: FINANCIAL ASSISTANCE FOR DEVELOPMENT OF JOBSITE SAFETY VIDEOS BY NAHB- PROFESSOR (HELP) SYMPOSIUM: SUPPORT OF UNIVERSITY FACULTY TRAVEL TO WASHINGTON DC TO MEET WITH NAHB DEPARTMENTS- HARVARD STATE OF THE NATION'S HOUSING REPORT: SUPPORT OF ANNUAL REPORT ON THE STATE OF AMERICAN HOUSING.- STUDENT SYMPOSIUM: SUPPORT OF UNIVERSITY STUDENTS TRAVEL TO WASHINGTON DC TO MEET WITH NAHB DEPARTMENTS- ACCE SUPPORT: FUNDING OF A SCHOLARSHIP MANAGED BY THE AMERICAN COUNCIL FOR CONSTRUCTION EDUCATION- HERB KOHLER LEADERSHIP AWARD: AWARD FOR THE OUTSTANDING LEADER FROM NAHB STUDENT CHAPTERS 765163 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 5 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X NAHB 2022668477 1201 15TH ST NW WASHINGTON DC 200052800 AL SCOTT CHAIR 0.10 X X 0 0 0 STEVE NELLIS CHAIR ELECT 0.10 X X 0 0 0 GREGORY UGALDE TREASURER 0.10 X X 0 0 0 PATSY SMITH SECRETARY, LIFE TRUSTEE 0.10 X X 0 0 0 TED MAHONEY IMMEDIATE PAST CHAIR 0.10 X X 0 0 0 ROBERT CAMP TRUSTEE 0.10 X 0 0 0 ANDREW CHABAN TRUSTEE 0.10 X 0 0 0 KENT COLTON TRUSTEE 0.10 X 0 0 0 C KENT CONINE TRUSTEE 0.10 X 0 0 0 F GARY GARCZYNSKI TRUSTEE 0.10 X 0 0 0 DAVID HELLER TRUSTEE 0.10 X 0 0 0 RICK JUDSON TRUSTEE 0.10 X 0 0 0 KEVIN KELLY TRUSTEE 0.10 X 0 0 0 KAREN KOELEMIJ TRUSTEE 0.10 X 0 0 0 LAURA KOHLER TRUSTEE 0.10 X 0 0 0 JUSTIN MACDONALD TRUSTEE 0.10 X 0 0 0 ROBERT MITCHELL TRUSTEE 0.10 X 0 0 0 ROBERT NIELSEN TRUSTEE 0.10 X 0 0 0 GREGORY PEEK TRUSTEE 0.10 X 0 0 0 MARK TIPTON TRUSTEE 0.10 X 0 0 0 SCOTT WENTZ TRUSTEE 0.10 X 0 0 0 DAVE WILSON TRUSTEE 0.10 X 0 0 0 ROGER GLUNT EMERITUS TRUSTEE 0.10 X 0 0 0 KEN KLEIN EMERITUS TRUSTEE 0.10 X 0 0 0 FRED NAPOLITANO EMERITUS TRUSTEE 0.10 X 0 0 0 DALE STUARD EMERITUS TRUSTEE 0.10 X 0 0 0 THOMAS THOMPSON EMERITUS TRUSTEE 0.10 X 0 0 0 TIMOTHY ELLER LIFE TRUSTEE 0.10 X 0 0 0 JAMES KNUPPE LIFE TRUSTEE 0.10 X 0 0 0 HARVEY MEYERHOFF LIFE TRUSTEE 0.10 X 0 0 0 MARK PURSELL PRESIDENT & CEO 37.50 X 239545 0 31460 239545 0 31460 1 0 1 0 0 3420912 3420912 431868 431868 4902998 4518417 384581 384581 384581 4237361 0 0 816449 431771 431771 175317 175317 271005 54201 40651 176153 142474 54960 41172 46342 68360 18966 14215 35179 24556 6530 4894 13132 4493 4493 80421 80421 49576 13183 9881 26512 21041 6501 10806 3734 8953 2381 1784 4788 5090 1353 1015 2722 1607 1607 1284664 765163 210939 308562 510188 988113 1496318 3522451 251414 374553 3500 600 21758874 18607026 7044784 6285597 250000 62500 31315078 29840840 83034 361754 318033 46514 15761 15410 416828 423678 X 22291702 21782806 8606548 7634356 30898250 29417162 31315078 29840840 X 2952697 -4475278 41493 X X 0 1 X 1 0 X 358378 1256950 555428 451560 3420912 6043228 358378 1256950 555428 451560 3420912 6043228 4183316 1859912 349078 524607 839808 1011457 431868 3156818 196 143 339 9200385 0.20220 0.21700 X THE NATIONAL HOUSING ENDOWMENT MEETS THE 10% THRESHOLD OF PUBLIC SUPPORT AND IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL PUBLIC AND GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS. WITHIN ITS SPECIALIZED FIELD OF INTEREST, THE ENDOWMENT HAS RECEIVED SUPPORT FROM A VARIETY OF ENTITIES. MEMBERS OF THE PUBLIC WITH SPECIALIZED KNOWLEDGE AND EXPERTISE HAVE PARTICIPATED IN THE PROGRAMS OF THE ENDOWMENT, WHICH ARE CONSISTENT WITH ACCOMPLISHING ITS CHARITABLE WORK. NHE IS ACTIVELY SEEKING TO EXPAND ITS BASE OF CONTRIBUTIONS; ITS ACTIVITIES ARE DESIGNED TO BENEFIT THE GENERAL PUBLIC, RATHER THAN A NARROW SWATH OF INDIVIDUALS. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER PROGRAM RELATED REVENUE - 2018 AMOUNT: $ 196. 2019 AMOUNT: $ 143. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ALTERNATIVE INVESTMENTS 6237474 F CASH SURRENDER VALUE OF LIFE INSURANCE 48123 F 6285597 -251278 -4475278 67060 -4408218 4156940 80421 80421 4237361 1229810 67060 67060 1162750 80421 41493 121914 1284664 PART XII, LINE 4B - OTHER ADJUSTMENTS: ANNULLED GRANTS 41,493. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2055000 0 0 0 0 0 0 2055000 0 2055000 0 0 0 0 1 0 PART III ACCOUNTING METHOD: 1 MIDDLE TENNESSEE ST UNIV 1301 EAST MAIN STREET MTSU BOX 124 MURFREESBORO TN 37132 626005794 GOVT 33000 0 N/A N/A HOME BUILDERS EDUCATION LEADERSHIP PROGRAM HARVARD STATE OF THE NATIONS 1 BOW STREET SUITE 400 CAMBRIDGE MA 02138 042103580 501(C)3 10000 0 N/A N/A JOINT CENTER FOR HOUSING STUDIES HARVARD UNIVERSITY PO BOX 419209 BOSTON MA 022419209 042103580 501(C)3 25000 0 N/A N/A EDUCATION NATIONAL ASSOCIATION HOME BUIDERS 1201 15TH STRETT NW WASHINGTON DC 20005 880359303 501(C)6 100000 0 N/A N/A EDUCATION UNIV OF MASS AMHERST 551 N PLEASANT ST AMHERST MA 01003 542084125 GOVT 20000 0 N/A N/A HOME BUILDERS EDUCATION LEADERSHIP PROGRAM UNIVERSITY OF CINCINNATI 2850 CAMPUS WAY DR CINCINNATI OH 45221 316000989 GOVT 27000 0 N/A N/A HOME BUILDERS EDUCATION LEADERSHIP PROGRAM CA POLY STATE UNIV SAN LUIS OBISP 1 GRAND AVE SAN LUIS OBISPO CA 93407 770209717 GOVT 8344 0 N/A N/A HOME BUILDERS EDUCATION LEADERSHIP PROGRAM UNIVERSITY OF WYOMING DEPT 3295 1000 E UNIVERISTY AVE LARAMIE WY 82071 836000331 GOVT 15000 0 N/A N/A HOME BUILDERS EDUCATION LEADERSHIP PROGRAM CLEMSON UNIVERSITY 2-136 LEE HALL CLEMSON SC 29634 576000254 GOVT 14677 0 N/A N/A HOME BUILDERS EDUCATION LEADERSHIP PROGRAM UNIV OF MONTANA MISSOULA 2795 37TH AVE MISSOULA MT 59804 816001713 GOVT 15000 0 N/A N/A HOME BUILDERS EDUCATION LEADERSHIP PROGRAM TUSKEGEE UNIVERSITY 1200 S MONTGORMERY ROAD TUSKEGEE AL 36088 630288878 501(C)3 15000 0 N/A N/A HOME BUILDERS EDUCATION LEADERSHIP PROGRAM HOME BUILDERS INSTITUTE 1201 15TH STREET NW WASHINGTON DC 20005 521266885 501(C)3 40000 0 N/A N/A TRAINING 30 HBAS 1201 15TH STREET NW WASHINGTON DC 20005 880359303 501(C)6 71500 0 N/A N/A CAREER CONNECTIONS UNIVERSITY OF DELAWARE 298 GRAHAM HALL NEWARK DE 19716 516000297 501(C)3 10000 0 N/A N/A EDUCATION EDUCATIONAL TRUST FUND 5000 GRANTSWOOD ROAD SUITE 240 BIRMINGHAM AL 35210 630277663 501(C)6 22250 0 N/A N/A EDUCATION 13 4 PULTE/NHE FUND- EDUCATION SCHOLARSHIP 21 65000 N/A N/A HERMAN SMITH/NHE FUND- EDUCATION SCHOLARSHIP 5 18000 N/A N/A EOC/NHE FUND- EDUCATION SCHOLARSHIP 12 24000 N/A N/A LEE EVANS/NHE FUND- EDUCATION SCHOLARSHIP 10 30000 N/A N/A NHE/PWB-STRATEGIES FOR SUCCESS 4 5500 N/A N/A MACDONALD-WISTNER/NHE SCH 5 10000 N/A N/A NAHB REM LEADDERSHIP SCHOLARSHIP 4 6000 N/A N/A NHE/PWB-BLDG HOPE SCHOLARSHIP 4 5850 N/A N/A ROGER GLUNT 4 7000 N/A N/A NHE/NAHB G.BLDG IBS TRAVEL GRANT 3 1467 N/A N/A HERB KOHLER LEADDERSHIP AWARD RECIPIENT 1 2500 N/A N/A PART I, LINE 2: THE NATIONAL HOUSING ENDOWMENT REQUIRES WRITTEN REPORTS OR PROJECT UPDATES FROM ALL GRANT RECIPIENTS. THE HELP GRANT, SPECIFICALLY, REQUESTS ANNUAL WRITTEN REPORTS AS IT IS TYPICALLY A MULTI-YEAR AWARD. IN ADDITION TO SUBMITTING ANNUAL REPORTS, ACTIVELY FUNDED HELP GRANT RECIPIENTS ARE REQUIRED TO PRESENT EVERY 1-2 YEARS THE PROGRESSION OF THEIR GRANT GOALS TO THE NATIONAL HOUSING ENDOWMENT TRUSTEES AT THE BOARD MEETING COINCIDING WITH THE INTERNATIONAL BUILDERS' SHOW. IF THE TRUSTEES ARE DISSATISFIED WITH ANY REPORTING OR FEEL THE GRANT GOALS ARE NOT BEING MET GRANT FUNDING MAY BE WITHHELD. FORM 990, PART IX & SCHEDULE I: GRANTS REPORTED IN FORM 990, PART IX REPRESENT GRANT EXPENSE, WHICH INCLUDES BOTH GRANTS PAID AND GRANTS PAYABLE. 1 X X X X X X 0 0 0 0 0 0 0 0 0 MARK PURSELL PRESIDENT & CEO 238513 0 0 0 1032 0 19500 0 11960 0 271005 0 0 0 NATIONAL ASSN OF HOME BUILDERS NAHB IS NHE'S PARENT-501(C)(6) OGRANIZATION RELATED ORGANIZATION DUE TO/FROM ACCOUNT - FOR GENERAL OPERATIONS X 0 15410 0 1 0 15410 FORM 990, PART I, LINE 1 THE NATIONAL HOUSING ENDOWMENT, THE PHILANTHROPIC ARM OF THE NATIONAL ASSOCIATION OF HOME BUILDERS (NAHB), IS A 501(C)3 NON-PROFIT ORGANIZATION DEDICATED TO HELPING ADDRESS THE CHALLENGES OF THE HOME BUILDING INDUSTRY, ENHANCING EDUCATION AND TRAINING FOR FUTURE GENERATIONS OF LEADERS IN RESIDENTIAL CONSTRUCTION, AND INCREASING THE BODY OF KNOWLEDGE ON HOUSING ISSUES. IT DOES SO BY SUPPORTING INNOVATIVE AND EFFECTIVE PROGRAMS THAT FURTHER EDUCATION, TRAINING, RESEARCH AND WORKFORCE DEVELOPMENT IN THE RESIDENTIAL CONSTRUCTION INDUSTRY. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: WE WILL DO SO BY SUPPORTING INNOVATIVE AND EFFECTIVE PROGRAMS THAT FURTHER EDUCATION, TRAINING, RESEARCH AND WORKFORCE DEVELOPMENT. THE CORNERSTONE OF OUR EDUCATION PROGRAM IS THE UNPRECEDENTED HOMEBUILDING EDUCATION LEADERSHIP PROGRAM (H.E.L.P.). THE ENDOWMENT IS AWARDING MAJOR GRANTS TO COLLEGES AND UNIVERSITIES ACROSS THE COUNTRY, AND WORKING TO HELP THEM CREATE, EXPAND OR REFOCUS EXISTING RESIDENTIAL CONSTRUCTION MANAGEMENT PROGRAMS. FORM 990, PART VI, SECTION A, LINE 1A NHE'S BOARD OF TRUSTEES SHALL NUMBER NO LESS THAN 1, AND NO MORE THAN 30, AND SHALL HAVE FULL VOTING RIGHTS. IN ADDITION, THERE ARE SEVERAL OTHER CLASSES OF TRUSTEES: -- THE BOARD OF TRUSTEES MAY APPOINT CERTAIN EX OFFICIO MEMBERS TO THE BOARD, WHICH MAY OR MAY NOT HAVE FULL VOTING RIGHTS. THESE EX OFFICIO TRUSTEES DO NOT COUNT TOWARD THE MAXIMUM 30-PERSON BOARD. -- THE PRESIDENT OF THE NATIONAL ASSOCIATION OF HOME BUILDERS OF THE UNITED STATES SHALL BE AN EX OFFICIO TRUSTEE. -- THE BOARD MAY DESIGNATE CERTAIN PERSONS OR DONORS AS "LIFE TRUSTEES," A DESIGNATION THAT HONORS CUMULATIVE CONTRIBUTIONS OF $1 MILLION OR MORE. ALL LIFE TRUSTEES HAVE FULL RIGHTS AND VOTING PRIVILEGES, AND THEIR NUMBER WILL NOT COUNT TOWARD THE MAXIMUM 30-PERSON BOARD. -- THE BOARD MAY DESIGNATE "HONORARY TRUSTEES" TO ACKNOWLEDGE FRIENDS OF NHE WHO HAVE MADE SIGNIFICANT PROFESSIONAL OR FINANCIAL CONTRIBUTIONS. HONORARY TRUSTEES DO NOT HAVE VOTING RIGHTS AND WILL NOT COUNT TOWARD THE MAXIMUM 30-PERSON BOARD. BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, ON-GOING OVERSIGHT OF THE AFFAIRS OF THE ENDOWMENT MAY BE CONDUCTED BY ITS EXECUTIVE COMMITTEE. THE NATIONAL HOUSING ENDOWMENT EXECUTIVE COMMITTEE IS AUTHORIZED TO REVIEW AND NATIONAL HOUSING ENDOWMENT 52-1510101 AWARD GRANTS OF $20,000 OR LESS IN ACCORDANCE WITH THAT POLICY APPROVED BY THE FULL BOARD OF TRUSTEES. ANY GRANT OF $20,001 OR MORE MUST BE APPROVED BY THE BOARD OF TRUSTEES, UNLESS OTHERWISE DIRECTED BY THE BOARD OF TRUSTEES. IN ADDITION, THE EXECUTIVE COMMITTEE CAN CONSIDER MANAGEMENT OR PERSONNEL ISSUES AND CAN MAKE RECOMMENDATIONS TO THE FULL BOARD OF TRUSTEES ON SUCH MATTERS/ISSUES. FORM 990, PART VI, SECTION A, LINE 2 LIFE TRUSTEES STEVEN SCHOTTENSTEIN AND ROBERT SCHOTTENSTEIN - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B NHE'S PROCEDURE IS TO E-MAIL A SECURE LINK TO AN ELECTRONIC COPY OF THE 990 TO ITS TRUSTEES. NHE'S PRESIDENT AND CEO ALSO REVIEWS THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C NHE ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING ANNUAL UPDATES TO CONFLICT OF INTEREST STATEMENTS SENT TO THE BOARD AND COMMITTEE MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A AN INDEPENDENT COMPENSATION CONSULTANT REVIEW WAS PERFORMED IN 2017 AND WAS USED TO SET NHE'S CEO'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT TYPICALLY MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: ANNULLED GRANTS 41,493. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. NATIONAL ASSOCIATION OF HOME BUILDERS (NAHB) 1201 15TH STREET NW WASHINGTON DC 20005 880359303 PROMOTE HOUSING INDUSTRY, DISSEMINATE INFORMATION TO MEMBERS. NV 501(C)(6) 0 HOME BUILDERS INSTITUTE 1201 15TH STREET NW WASHINGTON DC 20005 521266885 JOB TRAINING FOR THE HOME BUILDING INDUSTRY DC 501(C)(3) LINE 2 NAHB 0 NATIONAL HOUSING CENTER CORPORATION 1201 15TH STREET NW WASHINGTON DC 20005 530114636 TITLE HOLDING COMPANY FOR NAHB HEADQUARTERS BUILDING IL 501(C)(2) NAHB 0 HOME BUILDERS INDUSTRY DISASTER RELIEF FUND INC 1201 15TH STREET NW WASHINGTON DC 20005 203491201 PROVIDES FOR SHELTER NEEDS FOR PERSONS ADVERSELY AFFECTED BY DISASTERS DE 501(C)(3) LINE 7 NAHB 0 HOME INNOVATION RESEARCH LABS INC 400 PRINCE GEORGES BLVD UPPER MARLBORO MD 20772 520809020 RESEARCH MD N/A C 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 NATIONAL ASSOCIATION OF HOME BUILDERS E 15410 FMV NATIONAL ASSOCIATION OF HOME BUILDERS N 67060 FMV (DONATED SPACE & SVCS) NATIONAL ASSOCIATION OF HOME BUILDERS D 62500 FMV NATIONAL ASSOCIATION OF HOME BUILDERS B 100000 FMV HOME BUILDERS INSTITUTE B 40000 FMV