2023-11-08T14:16:15-06:00 2022-12-31 470698853 BLAND & ASSOCIATES 450 REGENCY PARKWAY OMAHA NE 68114 990 2022-01-01 470788757 HABITAT FOR HUMANITY SARPY COUNTY INC HABI 4024575657 1701 N 24TH STREET OMAHA NE 68110 CHRISTINE TJELMELAND CFO 4024575657 2023-11-08 1 CHRISTINE TJELMELAND 999009999 0 MIKE MULLER P01798781 4023978822 2023-11-08 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTINE TJELMELAND 1701 N 24 ST OMAHA NE 68110 1776306 0 X HABITATOMAHA.ORG X 1996 NE BUILDING AND RENOVATING AFFORDABLE HOMES AND PROVIDING FINANCIAL EDUCATION TO PROVIDE HOMEOWNERSHIP TO LOW-INCOME FAMILIES. 4 0 0 1 0 0 924899 324306 1153407 1422456 3260 7007 0 18869 2081566 1772638 0 0 0 0 135711 140798 0 0 624 1392713 1845271 1528424 1986069 553142 -213431 3212612 3687629 107887 799414 3104725 2888215 HABITAT OMAHA'S MISSION IS "WE BUILD STRENGTH, STABILITY AND SELF-RELIANCE THROUGH SHELTER" REGARDLESS OF INCOME, RACE, RELIGION, AGE OR GENDER. 0 0 1630889 1300926 HABITAT SARPY BUILT OR RENOVATED HOMES FOR 7 PARTNER FAMILIES IN 2022. THIS HOMEOWNERSHIP PROGRAM SERVES FAMILIES WHOSE INCOME IS GENERALLY 30% TO 60% OF THE AREA MEDIAN INCOME. MANY FAMILIES WHO QUALIFY COME FROM ECONOMICALLY DISADVANTAGED BACKGROUNDS. ALL HOMEOWNERSHIP-QUALIFYING FAMILIES RECEIVE "HOME JOURNEY" MORTGAGE READINESS EDUCATION SESSIONS AND ONE-ON-ONE COACHING TO ASSIST WITH FINANCIAL PLANNING, BUDGETING AND HOME MAINTENANCE. THE MORTGAGE-READY COUNSELING PUTS PARTICIPANTS ON ONE OF THREE PATHS: A HABITAT OMAHA HOME, A HOME ON THE OPEN MARKET WITH HABITAT OMAHA FINANCING, OR AN OPEN MARKET HOME AND FINANCING. ABOUT 300 FAMILIES RECEIVED COUNSELING IN 2022. 151679 65848 HABITAT OMAHA'S HOME REPAIR PROGRAM COMPLEDTED 9 HOME REPAIRS IN 2022. VARIOUS HOME REPAIR PROGRAMS ASSIST HOMEOWNERS. THESE PROGRAMS AND SERVICES RANGE FROM WATER HEATERS, EXTERIOR REPAIRS AND HVAC SYSTEMS TO ENERGY EFFICIENCY UPGRADES TO LOWER THE COST OF UTILITIES. QUALIFIED FAMILIES RECEIVE A NO-INTEREST LOAN TO HELP PAY FOR NECESSARY REPAIRS. 40746 63174 MORTGAGE DISCOUNTS 1823314 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CHRISTINE TJELMELAND 4024575657 1701 N 24 ST OMAHA NE 68110 AMANDA BREWER PRESIDENT 1.00 39.00 X X 0 258410 10214 KENNETH MAR SECRETARY 35.00 5.00 X X 0 116744 19056 S LOUIS OLIVERA TREASURER 1.00 39.00 X X 0 215005 4140 SHERYL FITZGERALD ASSISTANT TREASURER 1.00 39.00 X 0 92412 2772 ALAN SIEMEK ASSISTANT SECRETARY 1.00 39.00 X 0 52440 27154 JOHN HASKE VICE PRESIDENT 1.00 39.00 X X 0 85877 10223 TRACIE MCPHERSON ADVOCACY AND COMMUNICATIONS DIRECTOR 1.00 39.00 X 0 155612 4668 KEVIN HENSEL DIRECTOR OF HUMAN RESOURCES 0.00 40.00 X 0 117685 3530 REBECCA VINTON SENIOR DEVELOPMENT OFFICER 0.00 40.00 X 0 113674 15974 DREW LIER DIRECTOR OF CONSTRUCTION 0.00 40.00 X 0 140263 42714 LACEY STUDNICKA PROGRAM DIRECTOR 1.00 39.00 X 0 141787 4254 0 1489909 144699 0 0 1 0 0 247000 77306 6810 324306 HOUSE SALES TO HOMEOWN 531390 1300426 1300426 HOME REPAIR PROJECT SA 811000 65848 65848 MORTGAGE LOAN DISCOUNT 522292 56182 56182 1422456 7007 6992 15 22037 3668 18369 18369 MISCELLANEOUS INCOME 900099 500 500 500 1772638 1429948 0 18384 116859 116859 3474 3474 11950 11950 8515 8515 31 31 433 433 755 755 250 250 822 103 719 2222 24 2198 9994 51 9943 -10307 -10307 204 204 COST OF HOMES SOLD 1628395 1628395 BUILDING COSTS AND CALL 151679 151679 MORTGAGE LENDING FEE 40746 40746 DEMOLITION AND DECONSTR 6800 6800 13247 5542 7081 624 1986069 1823314 162131 624 181571 257194 26908 714662 957179 250 875 2874 2540 314 334 2315815 2445139 3212612 3687629 107887 102405 0 697009 107887 799414 X 2001397 2808870 1103328 79345 3104725 2888215 3212612 3687629 -213431 -3079 0 X 0 1 X 1 0 X X 1 HABITAT FOR HUMANITY OF OMAHA INC 363683625 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 2874 2540 334 334 CONSTRUCTION IN PROGRESS 1053256 DUE FROM HOAMS 1367574 DUE FROM HFHO REH 24309 2445139 DUE FROM HABITAT OMAHA 697009 697009 X PART X, LINE 2: HABITAT OMAHA, HABITAT SARPY, HOAMS, AND HFHO REH HAVE EACH RECEIVED EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS. AS SUCH, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1701, LLC IS A DISREGARDED ENTITY FOR INCOME TAX PURPOSES, SO IT IS CONSIDERED A PART OF HABITAT OMAHA'S TAX EXEMPTION. HABITAT IS REQUIRED TO FILE SEPARATE FORM 990'S, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR EACH OF THE FOUR TAX-EXEMPT ENTITIES NOTED ABOVE. HABITAT'S RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES. AS OF DECEMBER 31, 2022, HABITAT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT WOULD QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. TAX YEARS SUBSEQUENT TO 2019 REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS. HABITAT HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING DISCLOSURE, AND THERE ARE NO MATERIAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS. FUNDRAISING EVENT 22037 22037 3668 22037 22037 3668 3668 18369 0 0 0 0 0 0 0 0 0 AMANDA BREWER PRESIDENT 0 208208 0 50202 0 0 0 7034 0 3180 0 268624 0 0 S LOUIS OLIVERA TREASURER 0 173500 0 41505 0 0 0 4140 0 0 0 219145 0 0 DREW LIER DIRECTOR OF CONSTRUCTION 0 120447 0 19816 0 0 0 483 0 42231 0 182977 0 0 TRACIE MCPHERSON ADVOCACY AND COMMUNICATIONS DIRECTOR 0 131222 0 24390 0 0 0 4668 0 0 0 160280 0 0 FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT CPA FIRM PREPARES THE FORM 990. UPON COMPLETION OF THE PREPARATION, A COPY OF THE FORM 990 IS PROVIDED TO A FINANCE COMMITTEE MEMBER AND ALL BOARD MEMBERS OF HFHO PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE ANNUALLY REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST FORM WHICH INDICATES THAT THEY HAVE REVIEWED THE POLICY AND IDENTIFIED ANY POTENTIAL TRANSACTIONS THAT MAY INVOLVE A CONFLICT OF INTEREST. THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT COLLECTS AND REVIEWS THE FORMS. THIS DEPARTMENT ALSO INITIATES ANY FOLLOWUP OR REVIEW. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE ( A SUB-COMMITTEE OF THE HFHO BOARD OF DIRECTORS) REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S (ED) COMPENSATION AND PROVIDES AN OVERVIEW OF THE PROCESS AND APPROVED COMPENSATION TO THE FULL HFHO BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE PROCESS INCLUDES REVIEWING AND ASSESSING THE ED'S ANNUAL PERFORMANCE, EVALUATING SUCH PERFORMANCE, AND OBTAINING AND REVIEWING COMPARABLE MARKET DATA OBTAINED FROM MULTIPLE SOURCES. IN EARLY 2022, THE ED SETS COMPENSATION FOR OFFICERS AND KEY EMPLOYEES WITH THE EXECUTIVE COMMITTEE SERVING IN AN OVERSIGHT AND ADVISORY ROLE. THE EXECUTIVE COMMITTEE REVEIWS BOTH THE PERFORMANCE AND COMPARABLE MARKET DATA FOR EACH OFFICER AND KEY EMPLOYEE, AND THEN CONDUCTS DETAILED DISCUSSIONS WITH THE ED REGARDING COMPENSATION OF EACH OFFICER AND KEY EMPLOYEE. AN OVERVIEW OF THE EXECUTIVE COMMITTEE MEETING RELATED TO THE COMPENSATION REVIEW OF THE ED AND OFFICERS AND KEY EMPLOYEES IS PREPARED FOLLOWING THE MEETING AND PROVIDED TO THE FULL BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 WHEN REQUESTED IN GRANT APPLICATIONS, THE GRANT MANAGER INCLUDES THE BY-LAWS, ARTICLES OF INCORPORATION, FORM 990 AND AUDITED FINANCIAL STATEMENTS. WHEN REQUESTED BY THE PUBLIC (OTHER THAN IN GRANT APPLICATIONS), THE FORM 990 AND CONFLICT OF INTEREST POLICY ARE PROVIDED. IN ADDITION, THE FORM 990 CAN BE SEEN ON THE FOLLOWING WEBSITES: HABITATOMAHA.ORG, GUIDESTAR.ORG, AND CHARITYNAVIGATOR.ORG. HABITAT FOR HUMANITY OF OMAHA INC 1701 N 24 STREET OMAHA NE 68110 363683625 AFFORDABLE HOMEOWNERSHIP NE 501(C)(3) LINE 10 N/A 0 HABITAT OMAHA AFFORDABLE MORTGAGE SOLUTIONS INC 1701 N 24 STREET OMAHA NE 68110 871464065 MORTGAGE UNDERWRITING NE 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 HABITAT OMAHA AFFORDABLE MORTGAGE SOLUTIONS INC L 1319300 ORIGINATION OF MORTGAGES SOLD HABITAT FOR HUMANITY OF OMAHA INC O 140798 ACTUAL COST OF WAGES/BENEFITS HABITAT FOR HUMANITY OF OMAHA INC P 1845271 ACTUAL COSTS OF OTHER EXPENSES HABITAT FOR HUMANITY OF OMAHA INC R 1776306 ALL REVENUE