2023-11-08T13:57:12-06:00 2022-12-31 470698853 BLAND & ASSOCIATES 450 REGENCY PARKWAY OMAHA NE 68114 990 2022-01-01 871464065 HABITAT OMAHA AFFORDABLE MORTGAGE SOLUTIONS 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 595038 0 X N/A X 2021 NE A CDFI ORIGINATING MORTGAGES ON AFFORDABLE HOMES TO LOW AND MODERATE INCOME FAMILIES. 5 0 0 0 0 0 11000 0 343476 382696 56315 212342 0 0 410791 595038 0 0 0 0 280211 313657 0 0 0 130580 281381 410791 595038 0 0 5032359 11682746 5032359 11682746 0 0 TO DEVELOP COMMUNITIES WITH PEOPLE IN NEED BY BREAKING DOWN BARRIERS TO HOMEOWNERSHIP AND ORIGINATING AFFORDABLE MORTGAGES FOR HABITAT OMAHA IN THE OMAHA METRO AREA. 0 0 595038 595038 TO DEVELOP COMMUNITIES WITH PEOPLE IN NEED BY BREAKING DOWN BARRIERS TO HOMEOWNERSHIP IN THE OMAHA METRO AREA. HOAMS UNDERWRITES, ORIGINATES, AND CLOSES MORTGAGES AT AN AFFORDABLE INTEREST RATE. THE HOMEOWNERS PARTICIPATED IN THE "HOME JOURNEY" MORTGAGE READINESS EDUCATION SESSIONS AND ONE-ON-ONE COACHING OFFERED BY HABITAT OMAHA. 595038 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 X X CHRISTINE TJELMELAND 4024575657 1701 N 24 ST OMAHA NE 68110 X AMANDA BREWER PRESIDENT 1.00 39.00 X X 0 258410 10214 LACEY STUDNICKA SECRETARY 6.00 34.00 X X 0 141787 4254 S LOUIS OLIVERA TREASURER 1.00 39.00 X X 0 215005 4140 KENNETH MAR AREA DIRECTOR 0.00 40.00 X 0 116744 19056 TRACIE MCPHERSON COMMUNICATIONS & ADVOCACY DIRECTOR 2.00 38.00 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 0 1259180 104550 0 0 1 0 0 MORTGAGE UNDERWRITING 531390 382696 382696 382696 212342 212342 595038 595038 0 0 268547 268547 2074 2074 23172 23172 19864 19864 17778 17778 1902 1902 35302 35302 60000 60000 1994 1994 161373 161373 MISCELLANEOUS 3032 3032 0 595038 595038 0 0 490111 1423 6100 5030936 11186535 5032359 11682746 4370435 9938642 661924 1744104 5032359 11682746 X 0 0 0 0 0 0 5032359 11682746 0 0 X 0 1 X 1 0 X X 1 HABITAT FOR HUMANITY OF OMAHA INC 363283625 10 1 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 6 HOAMS SUPPORTED ORGANIZATIONS OTHER THAN ITS SUPPORTED ORGANIZATIONS BY UNDERWRITING AND ORIGINATING MORTGAGE LOANS FOR THE HABITAT FOR HUMANITY AFFILIATES IN LINCOLN, NEBRASKA AND COUNCIL BLUFFS, IA. 0 DUE TO HABITAT SARPY 1367574 DUE TO HABITAT OMAHA 376530 1744104 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. 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 COMMUNICATIONS & ADVOCACY DIRECTOR 0 131222 0 24390 0 0 0 4668 0 0 0 160280 0 0 FORM 990, PART VI, SECTION A, LINE 6 PER THE ARTICLES OF INCORPORATION FOR HOAMS, HOAMS HAS NO STOCK. HOAMS HAS ONE MEMBER WHICH IS HABITAT FOR HUMANITY OF OMAHA INC, A NEBRASKA NONPROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A PER THE BY-LAWS OF HOAMS, EXECUTIVE OFFICERS OR EQUIVALENT POSITIONS OF THE MEMBER, HABITAT OMAHA, COMPRISE THE GOVERNING BODY OF HOAMS. FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS ARE MADE BY THE HOAMS BOARD OF DIRECTORS. THE HOAMS BOARD OF DIRECTORS ARE EMPLOYEES OF THE SOLE MEMBER OF THE HOAMS CORPORATION WHICH IS HABITAT FOR HUMANITY OF OMAHA, INC. NO OTHER ENTITY OR PERSON MAKES ANY DECISIONS FOR HOAMS. FORM 990, PART VI, SECTION A, LINE 8B HOAMS DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEAHALF OF THE GOVERNING BODY. HOAMS DOES HAVE AN ADVISORY BOARD WITHOUT AUTHORITY WHICH DOES DOCUMENT MEETINGS CONTEMPORANEOUSLY. 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 AT THE TIME OF ONBOARDING, NEW EMPLOYEES, OFFICERS, DIRECTORS, AND TRUSTEES READ AND SIGN THE CONFLICT OF INTEREST POLICY. THE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY FOR EXISTING EMPLOYEES, OFFICERS, DIRECTORS, OR TRUSTEES IS MANAGED AS POTENTIAL CONFLICTS ARE IDENTIFIED AND ENCOUNTERED (WHICH IS VERY RARE). BEGINNING IN 2022, THE ORGANIZATION IS EVALUATING A MORE FORMAL ANNUAL ACKNOWLEDGEMENT AND CERTIFICATION OF COMPLIANCE PROCESS FOR ITS CONFLICT OF INTEREST POLICY. 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 REVIEWS 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 MANAGERS INCLUDE BY-LAWS, ARTICLES OF INCORPORATION, THE 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. FORM 990, PART VII, SECTION A, LINE 1B PER HOAMS BY-LAWS, DIRECTORS AND OFFICERS OF HOAMS ARE EMPLOYEES OF THE SOLE MEMBER OF HOAMS CORPORATION, HABITAT FOR HUMANITY OF OMAHA INC (HABITAT OMAHA). AS SUCH, THE WAGES PAID TO THE HOAMS DIRECTORS AND OFFICERS ARE PAID BY HABITAT OMAHA AND NOT BY HOAMS. THE WAGES PAID BY HOAMS ARE TO MORTGAGE SERVICES PERSONNEL AND NOT LEADERSHIP. HABITAT FOR HUMANITY OF OMAHA INC 1701 N 24 ST OMAHA NE 68110 363283625 AFFORDABLE HOMEOWNERSHIP NE 501(C)(3) LINE 10 N/A 0 HABITAT FOR HUMANITY SARPY COUNTY INC 1701 N 24 ST OMAHA NE 68110 470788757 HABITAT HOMEOWNERSHIP 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 FOR HUMANITY SARPY COUNTY INC L 1319300 ORIGINATION OF MORTGAGES SOLD HABITAT FOR HUMANITY OF OMAHA INC L 6525493 ORIGINATION OF MORTGAGES SOLD HABITAT FOR HUMANITY OF OMAHA INC L 382696 AVERAGE COST OF SERVICES HABITAT FOR HUMANITY OF OMAHA INC O 313657 ACTUAL COST OF WAGES/BENEFITS HABITAT FOR HUMANITY OF OMAHA INC P 281381 ACTUAL COSTS OF OTHER EXPENSES HABITAT FOR HUMANITY OF OMAHA INC R 212342 ALL CASH AND INTEREST INCOME