2023-08-03T12:29:07-05:00 2022-12-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2022-01-01 351620989 HABITAT FOR HUMANITY OF BOONE COUNTY INC HABI 7654835134 PO BOX 5015 ZIONSVILLE IN 46077 KATHRYN MCGORMLEY PRESIDENT 7654835134 2023-08-03 1 KATHRYN MCGORMLEY 999009999 0 CORY SCHUNEMANN P01866583 3178488920 2023-08-03 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHRYN MCGORMLEY PO BOX 5015 ZIONSVILLE IN 46077 1672709 0 X WWW.BOONEHABITAT.ORG X 1984 IN SEE SCHEDULE O 12 12 7 720 0 0 495682 703862 743324 951174 100 166 20671 -20848 1259777 1634354 0 0 0 0 219020 234256 0 0 0 712910 964021 931930 1198277 327847 436077 2822297 3136243 137622 15491 2684675 3120752 X SEE SCHEDULE O 0 0 756585 532000 SEE SCHEDULE O 286980 419174 SEE SCHEDULE O SEE SCHEDULE O COMMUNITY ENGAGEMENT PROGRAM: HABITAT FOR HUMANITY OF BOONE COUNTY WORKS WITH A WIDE RANGE OF COMMUNITY PARTNERS TO CREATE, PRESERVE, AND PROMOTE AFFORDABLE HOUSING. NUMEROUS VOLUNTEERS INDIVIDUALS, CORPORATIONS, CHURCHES, TEAMS, NEIGHBORS, AND SMALL GROUPS CONTRIBUTE IN ALL PHASES OF OUR MISSION WORK ON-SITE HOME BUILDING AND REPAIR, THE RESTORE, EVENTS, AND COMMITTEES. MORE THAN 720 VOLUNTEERS CONTRIBUTED OVER 11,400 HOURS TO OUR PROGRAMS THIS PAST YEAR. HOME REPAIR PROGRAM: OUR HOME REPAIR PROGRAM IS AN OUTREACH INITIATIVE THAT SEEKS TO PROVIDE A WIDE RANGE OF OPPORTUNITIES FOR LOW- TO MODERATE-INCOME HOMEOWNERS, INCLUDING VETERANS AND SENIORS, WHO ARE STRUGGLING TO MAINTAIN THEIR HOMES BECAUSE OF AGE, DISABILITY, OR FAMILY CIRCUMSTANCES, AND DO NOT HAVE THE RESOURCES TO MAKE REPAIRS THEMSELVES. WE PARTNER WITH FAMILIES TO HELP THEM RECLAIM THEIR HOMES WITH PRIDE AND DIGNITY. THE PROGRAM ALLOWS FAMILIES TO STAY IN THEIR HOME AND AVOID THE UNCERTAINTY, TRAUMA, AND EXPENSE OF MOVING. PROJECTS CONSIST OF EXTERIOR REPAIRS INTENDED TO ALLEVIATE CRITICAL HEALTH LIFE AND SAFETY ISSUES OR CODE VIOLATIONS. VOLUNTEER TEAMS WORK ALONG WITH SUBCONTRACTORS UNDER THE DIRECTION OF HABITAT FOR HUMANITY OF BOONE COUNTY STAFF MEMBERS TO COMPLETE THE REPAIRS. SINCE THE INCEPTION OF THE HOME REPAIR PROGRAM IN 2018, HABITAT FOR HUMANITY OF BOONE COUNTY HAS PARTNERED WITH 16 LOCAL HOMEOWNERS, WITH TWO HOMEOWNERS SERVED DURING CALENDAR YEAR 2022. HABITAT FOR HUMANITY OF BOONE COUNTY IS COMMITTED TO EFFICIENCY AND TRANSPARENCY. WE COMMUNICATE WITH OUR SUPPORTERS, DONORS AND PROSPECTIVE DONORS BY EMAIL, POSTAL MAIL, PHONE AND OTHER MEANS, BOTH TO REQUEST CONTRIBUTIONS TO OUR CAUSE AND TO EDUCATE THE PUBLIC ABOUT HABITAT FOR HUMANITY OF BOONE COUNTY'S YEAR-ROUND PROGRAMS, VOLUNTEER OPPORTUNITIES AND OTHER EVENTS IN LOCAL COMMUNITIES AND AROUND THE WORLD. THESE EFFORTS HELP ADVANCE OUR MISSION TO PUT GOD'S LOVE INTO ACTION BY BRINGING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. AS A RESULT, IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD GUIDELINES AND INTERNAL REVENUE SERVICE GUIDANCE, HABITAT FOR HUMANITY OF BOONE COUNTY ALLOCATES A PORTION OF OUR FUNDRAISING COSTS TO PROGRAM SERVICES. AS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL TAXATION, WE ENSURE OUR DONORS' MONEY IS SPENT AS EFFICIENTLY AND EFFECTIVELY AS POSSIBLE. ADDITIONALLY, WE HAVE CERTAIN EXPENSES THAT CANNOT BE BILLED SEPARATELY. 1043565 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X PHILANA CUNNINGHAM 7654835134 PO BOX 5015 ZIONSVILLE IN 46077 KATHRYN MCGORMLEY PRESIDENT 5.00 X X 0 0 0 JIM LAFAYETTE VICE PRESIDENT 5.00 X X 0 0 0 KEVIN SCHMIDT TREASURER 5.00 X X 0 0 0 STACY SNIVELY SECRETARY 5.00 X X 0 0 0 JOHN BURKHARDT FAMILY SERVIC. CHAIR 5.00 X X 0 0 0 BOB CLARK BOARD MEMBER 1.00 X 0 0 0 BRIAN DOUGLAS BOARD MEMBER 1.00 X 0 0 0 GLEN JOURDAN BOARD MEMBER 1.00 X 0 0 0 STEVE NOBIS BOARD MEMBER 1.00 X 0 0 0 DAN PUCK BOARD MEMBER 1.00 X 0 0 0 JAMISON ROZZI BOARD MEMBER 1.00 X 0 0 0 SCOTT ROZZI BOARD MEMBER 1.00 X 0 0 0 ELIZABETH QUA EXECUTIVE DIRECTOR 40.00 X 60000 0 0 60000 0 0 0 0 0 0 0 138599 565263 53649 703862 HOMEOWNERSHIP PROGRAM 531390 532000 532000 BOONE COUNTY RESTORE 459510 419174 419174 951174 166 166 16932 138599 38355 -21423 -21423 OTHER INCOME 900099 575 575 575 1634354 951749 0 -21257 60000 42000 18000 156008 109206 46802 18248 12774 5474 689 689 2238 2238 1001 1001 28761 20133 8628 18825 13178 5647 157758 110431 47327 17684 17684 1760 1760 20750 20750 21403 14982 6421 10725 10725 COST OF HOUSE CONSTRUCT 616351 616351 MISCELLANEOUS 29631 29631 SALES TAX 26244 26244 VOLUNTEER RECOGNITION 10201 10201 1198277 1043565 154712 0 644859 203072 0 45288 2139847 2527041 18980 14430 353933 54091 18611 299842 0 46570 2822297 3136243 8878 12991 128744 2500 137622 15491 X 2684675 3120752 2684675 3120752 2822297 3136243 436077 0 X 0 0 0 X 340806 391442 332855 495682 703862 2264647 340806 391442 332855 495682 703862 2264647 79689 2184958 28 100 166 294 57 575 632 2265573 2213001 0.96440 0.67700 X SCHEDULE A, PART II, SECTION B, LINE 10 TO ACCURATELY REPORT PRIOR YEAR ACTIVITY, LINE 10 FOR 2018, 2019 AND 2020 WERE CHANGED TO ZERO AND MOVED TO THE SUM OF LINE 12 AS THEY WERE SALES OF INVENTORY RELATED TO THE NON-PROFIT MISSION OF HABITAT FOR HUMANITY OF BOONE COUNTY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 259992 259992 42644 2794 39850 4940 4940 0 46357 46357 0 299842 X X X X X 1 LORING STERNBERG & ASSOCIATES 7557 HOOVER RD INDIANAPOLIS IN 46260 CONSULTING FOR CAPITAL CAMPAIGN 0 87278 27000 60278 87278 27000 60278 IN 2022 SPRING FUNDRAISER 155531 138599 16932 6009 7070 1500 23776 155531 138599 16932 6009 7070 1500 23776 38355 -21423 X FURNISHINGS ETC 18 53649 FAIR MARKET VALUE 0 0 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY OF BOONE COUNTY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES, AND HOPE TO REALIZE OUR VISION OF A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE. WE ARE DEDICATED TO PROVIDING FAIR AND EQUAL HOUSING TO OUR BOONE COUNTY COMMUNITY. WE ARE PROUD TO BE A LEADER IN BRINGING RACIAL EQUALITY THROUGH AFFORDABLE HOUSING TO OUR COUNTY. FORM 990, PART III, LINE 1 SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY OF BOONE COUNTY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES, AND HOPE TO REALIZE OUR VISION OF A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE. WE ARE DEDICATED TO PROVIDING FAIR AND EQUAL HOUSING TO OUR BOONE COUNTY COMMUNITY. WE ARE PROUD TO BE A LEADER IN BRINGING RACIAL EQUALITY THROUGH AFFORDABLE HOUSING TO OUR COUNTY. FORM 990, PART III, LINE 4A HOMEOWNERSHIP PROGRAM: FAMILIES IN NEED OF A DECENT, DURABLE PLACE TO LIVE BUILD SAFE AND AFFORDABLE HOMES IN PARTNERSHIP WITH US. HABITAT FOR HUMANITY OF BOONE COUNTY HOUSES ARE MODESTLY SIZED. THEY ARE LARGE ENOUGH FOR THE FAMILY NEEDS OF THE HOMEOWNER, BUT SMALL ENOUGH TO KEEP CONSTRUCTION AND MAINTENANCE COSTS AFFORDABLE. BY USING THE LABOR OF VOLUNTEERS AND PROSPECTIVE HOMEOWNERS, EMPLOYING EFFICIENT BUILDING METHODS, KEEPING HOUSE SIZES MODEST, USING DONATED CONSTRUCTION MATERIALS AND APPLIANCES, AND ISSUING NO-PROFIT LOANS, HABITAT MAKES ITS HOUSES AFFORDABLE FOR LOW-INCOME FAMILIES TO PURCHASE AND ALLOWS FAMILIES TO IMPROVE THEIR LIVING CONDITIONS, INVEST IN THE COMMUNITY, AND PROVIDE FOR FUTURE GROWTH. AFFORDABLE HOMEOWNERSHIP HELPS CREATE THE CONDITIONS THAT ALLEVIATE FAMILIES FROM INSTABILITY STRESS AND FEAR AND ENCOURAGE SELF-RELIANCE AND CONFIDENCE. MORTGAGES ARE STRUCTURED SO THAT FAMILIES PAY LESS THAN 28% OF THEIR MONTHLY INCOME TOWARD HOUSING COSTS. STUDIES SHOW THAT STRONG AND STABLE HOUSEHOLDS ARE FOUNDATIONAL TO CHILD DEVELOPMENT AND GROWTH. WHEN A HOME FOSTERS - INSTEAD OF HINDERS - HEALTH AND SAFETY, FAMILIES CAN FLOURISH. OWNING AN AFFORDABLE HOME ALSO ALLOWS HOMEOWNERS TO LIFT UP THEIR ENTIRE FAMILY BY SAVING FOR THEIR FUTURES AND INVESTING IN EDUCATIONAL OPPORTUNITIES, BOLSTERING JOB OPPORTUNITIES AND CAREER GROWTH. DURING 2022, HABITAT FOR HUMANITY OF BOONE COUNTY SERVED 5 ADULTS AND 4 CHILDREN THROUGH ITS LONG-TERM HOMEOWNERSHIP PROGRAM. FORM 990, PART III, LINE 4B BOONE COUNTY RESTORE: THE BOONE COUNTY RESTORE IS A HOME GOODS STORE SUPPORTED BY LOCAL DONATIONS THAT ARE SOLD TO THE GENERAL PUBLIC AT REDUCED PRICES. THE RESTORE HAS BEEN IN OPERATION SINCE 2018. BY SELLING GENTLY USED ITEMS, THE BOONE COUNTY RESTORE REDUCES LANDFILL BURDEN, PROVIDES EMPLOYMENT OPPORTUNITIES, AND ENCOURAGES VOLUNTEERISM THROUGH ITS STOREFRONT OPERATION. DURING THE 2022 CALENDAR YEAR, THE BOONE COUNTY RESTORE KEPT APPROXIMATELY 350 TONS OF WASTE OUT OF THE LANDFILL, EMPLOYED THREE INDIVIDUALS, HOSTED OVER 48 VOLUNTEERS WORKING MORE THAN 5,272 HOURS, AND PROVIDED AFFORDABLE HOME GOODS TO OVER 9,700 SHOPPERS. FUNDS GENERATED THROUGH THE SALE OF DONATED ITEMS WORK IN TANDEM WITH OTHER REVENUE GENERATING PROGRAMS TO SUPPORT THE HABITAT FOR HUMANITY OF BOONE COUNTY'S AFFORDABLE HOUSING MISSION WORK. FORM 990, PART III, LINE 4C FINANCIAL AND HOMEBUYER EDUCATION PROGRAMS: AS PART OF THE HOMEOWNERSHIP PROCESS, HABITAT FOR HUMANITY OF BOONE COUNTY BELIEVES FINANCIAL EDUCATION BUILDS A MORE SOLID FOUNDATION FOR LONG-TERM PERSONAL SUCCESS AND HELPS ALLEVIATE ANY CONCERNS OR BARRIERS ON THE PATH TO HOMEOWNERSHIP. DURING THESE FINANCIAL EDUCATION CLASSES, WE COVER TOPICS SUCH AS BUDGETING; CREDIT CARDS AND CREDIT REPORTS; DEBT AND LOANS; SAVING, INVESTING AND PLANNING FOR THE FUTURE; EMERGENCY SITUATIONS AND HABITAT HOMEOWNER MORTGAGES. A MORE IN-DEPTH UNDERSTANDING OF THESE IMPORTANT CONCEPTS IS A TOOL THAT CAN BE USED TO BUILD A BETTER FUTURE. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND COMMENT BEFORE BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS IN PLACE. FORM 990, PART VI, SECTION B, LINE 15A BOARD MEETINGS ARE HELD ANNUALLY TO DISCUSS COMPENSATION ADJUSTMENTS, BASED ON ANNUAL BUDGETING AND CONDUCTED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION COPIES ARE AVAILABLE IN THE OFFICE OF THE ENTITY PER REQUEST. THE ORGANIZATION IS OPEN FOR REVIEW AND COMMENT. THE 990 ALSO ACCOMPANIES ALL GRANT REQUESTS AS IS THE POLICY.