2024-04-02T15:01:33-05:00 2023-06-30 580692043 Mauldin & Jenkins LLC 1401 Manatee Ave W Ste 1200 Bradenton FL 34205 990 2022-07-01 592236174 Habitat for Humanity for Lee and Hendry Counties Inc HABI 2396520434 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 Becky Lucas CEO 2396520434 2024-03-26 1 Becky Lucas 999009999 1 Brian Carter P00536712 9417474483 2024-03-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Becky Lucas 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 29588447 0 X www.habitat4humanity.org X 1982 FL Seeking to put God's love into action, Habitat for Humanity brings people together to build homes, communities, and hope to realize our vision of a world where everyone has a decent place to live. Habitat for Humanity of Lee & Hendry Counties, Inc. adheres to a strict non-proselytizing policy and will not offer assistance on the expressed or implied condition that people must adhere to or convert to a particular faith or listen and respond to messaging designed to induce conversion to a particular faith. 26 26 151 1847 0 0 11008038 14081452 10871545 11865664 -337799 35716 2666345 2815091 24208129 28797923 0 0 0 0 1459642 5861240 0 0 291139 18919044 21010625 20378686 26871865 3829443 1926058 40518956 44789605 7969368 10317735 32549588 34471870 X Seeking to put God's love into action, Habitat for Humanity brings people together to build homes, communities and hope. 0 0 15957146 7233792 In the fiscal year ended June 30, 2023, Habitat sold 66 homes to low-income families utilizing low or no-interest mortgages with payments totaling 30% or less of their income. The organization built 47 of those homes, and 19 were existing homes that were acquired and rehabilitated. An estimated 1,659 volunteers assisted in our mission of building and delivering affordable homes. 8024522 3694840 Habitat's ReStore exists to provide revenue for our affordable home ownership mission and to provide home furnishings, appliances, building materials, and other items to our homeowners and the general public at a greatly reduced cost. Homeowners are given a discount at the store. Businesses and individuals donate new and used items to the store. Homeowners and others volunteer in the store work to gain hours toward their sweat equity requirements and keep the operating expenses as low as possible. During the Fiscal Year, there were an estimated 416 volunteers who assisted in our Restores in various activities. 170753 55640 During the fiscal year July 1, 2022 to June 30, 2023, our Majorca Palms Rentals had a 100% occupancy rate. These affordable rental units assisted 22 different households. 1149961 881392 Other program services included an expanded repair program for homeowners to help families whose homes were damaged during Hurricane Ian. Habitat received 167 applications for assistance and completed 27 home repairs. 1149961 881392 25302382 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 6 0 151 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X X John J O'Donnell 2396521671 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 Timothy F Hawkins Chairman 2.00 X X 0 0 0 David Owen Vice Chair 2.00 X X 0 0 0 Vicki Cooper Treasurer 2.00 X X 0 0 0 Marion Briggs Secretary 2.00 X X 0 0 0 Carl A Barraco Director 2.00 X 0 0 0 Amanda Barritt Director 1.00 X 0 0 0 Patricia Benner Director 1.00 X 0 0 0 Tim Byal Director 1.00 X 0 0 0 Claudie Delgado Director 1.00 X 0 0 0 Ginny Dickinson Director 1.00 X 0 0 0 Mike Durkin Director 1.00 X 0 0 0 Jeananne Folaros Director 1.00 X 0 0 0 Diana Giraldo Director 1.00 X 0 0 0 Cheryl R Glover Director 1.00 X 0 0 0 Gary Griffin Director 1.00 X 0 0 0 John Hill Director 1.00 X 0 0 0 Steve McIntosh Director 1.00 X 0 0 0 Linda Miller Director 1.00 X 0 0 0 Deb Penuel Director 1.00 X 0 0 0 Jesse Purdon Director 1.00 X 0 0 0 Nancy Ramos Director 1.00 X 0 0 0 Shiva Sharma Director 1.00 X 0 0 0 Sandra Stillwell Youngquist Director 1.00 X 0 0 0 Heather Turco Director 1.00 X 0 0 0 Tiffany Williams Director 1.00 X 0 0 0 Matthew Zwack Director 1.00 X 0 0 0 Becky Lucas Executive Director 40.00 X 147000 0 37883 John O'Donnell CFO 40.00 X 135458 0 6197 Tanya Soholt COO 40.00 X 147000 0 9755 429458 0 53835 3 0 1 0 Bonness 1900 Seward Ave Naples FL 34109 Site Development 2704646 Dougan Land Title Inc 11691 Gateway Blvd Ste 105 Fort Myers FL 33913 Home closings 1630655 L&A Truttling Cement & Masonry Inc 3416 Dora St Fort Myers FL 33916 Cement Foundation and slab 1265943 Universal Trax LLC 16341 Old Olga Rd Alva FL 33920 Fill and Hauling of Materials, Site Prep 1123103 Temperature Pro 824 SE 47h Street Unit 5 Cape Coral FL 33904 HVAC services 557439 5 3834586 10246866 4694713 14081452 Habitat First Mortgage 531390 7233792 7233792 Restore Sales 459510 3694840 3694840 Other Program Revenue 531390 406882 406882 Mortgage Interest 531390 313960 313960 Application Fees 531390 160550 160550 55640 55640 11865664 12203 12203 743682 720169 23513 23513 23513 1048905 46224 1002681 1002681 386675 24131 362544 362544 Refunds, Reimbursements 531390 1449866 1449866 1449866 28797923 11865664 0 2850807 483294 410800 48330 24164 4248509 3646691 453016 148802 1129437 992286 105497 31654 35153 26736 8084 333 50075 50075 156149 130338 10087 15724 56977 53043 2765 1169 403835 250965 119148 33722 262613 249656 12957 1309445 1043042 264121 2282 9273 9273 49839 38178 8745 2916 43505 35791 7714 216627 181745 34882 241663 171695 69952 16 Cost of Home Constructi 12713223 12713223 Cost of Donated Materia 3694632 3694632 Repairs & Maintenance 1196501 1118383 78118 Vehicle Expense 239797 232806 6976 15 331318 303099 10834 17385 26871865 25302382 1278344 291139 2168509 1769010 388922 644115 1090000 1150556 970528 795446 17350737 17027661 31742 48397 124711 85692 4069419 2561312 2237541 1508107 75930 66141 16080336 21694480 40518956 44789605 1828094 2011527 107700 98050 5340315 4150127 500000 500000 193259 3558031 7969368 10317735 X 31949588 32531252 600000 1940618 32549588 34471870 40518956 44789605 1926058 -3776 0 X X 0 1 X 1 0 X 8411469 5318781 10938767 11008038 14081452 49758507 8411469 5318781 10938767 11008038 14081452 49758507 391022 49367485 2788 4404 4893 4606 12203 28894 119348 12371 129656 1186017 1449866 2897258 52684659 61490420 0.93700 0.95660 X Schedule A, Part II, Line 10, Explanation of Other Income: Misc Refunds Reimbursement - 2018 Amount: $ 119,348. 2019 Amount: $ 12,371. 2020 Amount: $ 129,656. 2021 Amount: $ 1,186,017. 2022 Amount: $ 1,449,866. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 Part II-B, Line 1: CEO and some Board members would meet with Local Legislators, County Commissioners, and City Council Members regarding issues affecting the delivery of affordable housing - including reducing impact fee's for building affordable housing in Lee & Hendry Counties. No funds were used. 0 1 X 351354 351354 2494381 1521521 972860 211283 187251 24032 1012401 852540 159861 1508107 Home Construction in Progress 5275729 Land Held for Home Sites 13077779 Right of use assets, operating 40677 Right of use assets, financing 3300295 21694480 Deferred Gift Annuity Liability 53235 PPP Loan 97068 Lease liabilities, operating 41509 Lease liabilities, financing 3366219 3558031 X 27474926 -3776 2375411 2371635 25103291 3694632 3694632 28797923 25552644 2375411 2375411 23177233 3694632 3694632 26871865 Part IV, Line 2b: Downpayments on purchase of low-income housing by qualifying homeowners. Part X, Line 2: The Internal Revenue Service has determined that the Organization is exempt from federal income taxes under the provisions of Internal Revenue Code Section 501(c)(3). Accordingly, no provision for income taxes has been made in these financial statements. Management of Habitat considers the likelihood of changes by taxing authorities in its exempt organization returns and discloses potential significant changes that management believes are more likely than not to occur upon examination by tax authorities. Management has not identified any uncertain tax positions in filed returns that require disclosure in the accompanying financial statements. Habitat files the Form 990 in the U.S. federal jurisdiction. Part XI, Line 4b - Other Adjustments: Cost of Donated Materials 3,694,632. Part XII, Line 4b - Other Adjustments: Cost of Donated Materials 3,694,632. Pelican Landing 423646 423646 1055 Women Build 368707 368707 795 20274 11459 12641 3 256552 256552 1048905 1048905 795 20274 12514 12641 46224 1002681 386675 13466 4463 6202 1 0.97000 386675 13466 4463 6202 24131 362544 FL 0 Not required by the State of Florida 0 0 0 1.00000 Becky Lucas 12751 New Brittany Blvd Ste 100 Fort Myers FL 33907 0 Becky Lucas X 0 X X 0 0 0 0 0 0 0 1 0 Becky Lucas Executive Director 123400 0 20000 0 3600 0 6833 0 31050 0 184883 0 0 0 Tanya Soholt COO 123398 0 20002 0 3600 0 5518 0 4237 0 156755 0 0 0 Part I, Line 7 Bonuses are issued based on organization and individual performance goals. Amounts are determined by the Executive Committee each year and approved by the Board of Directors. X 3694632 Restore Value X 10 27414 Auction X 1 972425 Appraisal X Building Materials, Paint, blinds, electrical, etc. 8 27656 Invoice, FMV 0 1 0 Form 990, Part VI, Section B, line 11b The 990 will be reviewed and approved by the Finance Committee. Form 990, Part VI, Section B, line 12c Each board member will notify the board of any transactions or relationships that they have that could conflict with Habitat. In addition, if the board is voting to do business with the company that a board member works with or serves on their board, that board member will abstain from voting on the motion. Annually the directors sign a form indicating any conflicts or lack thereof. Form 990, Part VI, Section B, line 15 The CEO reports directly to the Executive Committee who determine and approve compensation. Form 990, Part VI, Section C, line 19 Documentation is provided to the State for publication on a public site (www.guidestar.org, www.charitynavigator.org). Audited financials are on the organization's website and available upon request. Form 990, Part XII, Line 2c The processes for auditor selection and review of audited financial statements have not changed from the previous year. Majorca Palms LLC 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 562592682 Rental Units FL 56329 37583 Habitat for Humanity of Lee & Hendry Counties Inc Prospect Habitat LLC 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 881662700 Home Sites FL 829747 Habitat for Humanity of Lee & Hendry Counties Inc Habitat Harlem Heights LLC 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 813534462 Home Sites FL 4371220 Habitat for Humanity of Lee & Hendry Counties Inc Habitat McNeil LLC 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 822118341 Home Sites FL 2609636 Habitat for Humanity of Lee & Hendry Counties Inc Habitat for Humanity of Lee & Hendry Counties Community Housing Development 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 460960260 Grants FL Habitat for Humanity of Lee & Hendry Counties Inc Habitat Carolina LLC 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 825342561 Home Sites FL 1214575 Habitat for Humanity of Lee & Hendry Counties Inc Habitat Diplomat LLC 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 825312368 Home Sites FL 194188 Habitat for Humanity of Lee & Hendry Counties Inc Habitat Diplomat North LLC 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 832685645 Home Sites FL 1473530 Habitat for Humanity of Lee & Hendry Counties Inc Habitat Tice LLC 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 832526656 Home Sites FL 829747 Habitat for Humanity of Lee & Hendry Counties Inc Majorca Palms Estates Property Owners Association Inc 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 205390193 HOA FL None C 0 Partnership Place Homeowners Association Inc 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 882577985 HOA FL None C 0 McNeill Village Homeowners Association Inc 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 HOA FL None C 0 Carolina Greyhound Square POA Inc 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 883774077 HOA FL None C 0 Prospect Ave Homeowners Association 12751 New Brittany Blvd Suite 100 Fort Myers FL 33908 881662700 HOA FL None C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0