2024-02-14T17:45:17-05:00 2023-06-30 263582184 CAIN BOURRET JARRY & CRESSMAN LLC 1175 MAMMOTH ROAD SUITE 2A DRACUT MA 01826 990 2022-07-01 222583590 HABITAT FOR HUMANITY METROWEST- GREATER WORCESTER INC HABI 5087999259 640 LINCOLN STREET SUITE 100 WORCESTER MA 01605 JOSEPH H FRANK PRESIDENT 5087999259 2024-02-05 true JOSEPH H FRANK 999009999 true STEVEN R BOURRET P00042047 9789571421 2024-02-14 2022 2023-04-26 12:10:37Z DEBORAH A MARUCA HOAK 640 LINCOLN ST SUITE 100 WORCESTER MA 01605 5302346 false X HABITATMWGW.ORG X 1985 MA 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 METROWEST/GREATER WORCESTER, 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. 12 12 34 5230 0 4540011 2882740 229040 2137364 111013 1977449 125943 6746500 5257060 0 0 1233534 1334965 0 420944 1463414 3823755 2696948 5158720 4049552 98340 8022000 10179783 2493257 4552700 5528743 5627083 X 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 METROWEST/GREATER WORCESTER, 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. false false 1183494 182600 HOMEOWNERSHIP PROGRAM: FAMILIES IN NEED OF A DECENT PLACE TO LIVE BUILD SAFE AND AFFORDABLE HOMES IN PARTNERSHIP WITH US. HABITAT HOUSES ARE MODESTLY SIZED. THEY ARE LARGE ENOUGH FOR THE HOMEOWNER FAMILY'S NEEDS, 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. AFORDABLE HOMEOWNERSHIP HELPS CREATE THE CONDITIONS THAT FREE FAMILIES FROM INSTABILITY, STRESS AND FEAR AND ENCOURAGE SELF-RELIANCE AND CONFIDENCE. 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 FISCAL YEAR 2023, HABITAT FOR HUMANITY METROWEST/GREATER WORCESTER, INC. SERVED ONE NEW FAMILY THROUGH ITS LONG-TERM HOMEOWNERSHIP PROGRAM. 3264191 3631512 THE ORGANIZATION OPERATES TWO "RESTORE" OUTLETS, WHICH ACCEPT DONATIONS OF NEW AND USED FURNITURE, APPLIANCES AND BUILDING MATERIALS, AND RESELLS THEM TO THE PUBLIC FROM ITS WAREHOUSE STORES. BY RECYCLING THESE GOODS, WHICH MIGHT OTHERWISE BE DISCARDED, THE RESTORES HELP THE ENVIRONMENT AND PROVIDE MATERIALS FOR AFFORDABLE HOME IMPROVEMENTS. HABITAT FOR HUMANITY METROWEST/GREATER WORCESTER, INC. 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 METROWEST/GREATER WORCESTER, INC.'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 METROWEST/GREATER WORCESTER, INC 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 FOR EACH FUNCTIONAL AREA. RENT, UTILITIES, INFORMATION TECHNOLOGY AND OTHER COSTS ARE GROUPED TOGETHER. WE ALLOCATE THESE COSTS IN COMPLIANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, OR GAAP, ACROSS THE PROGRAMS (INCLUDING HABITAT RESTORES, MANAGEMENT AND GENERAL, AND FUNDRAISING CATEGORIES. FINALLY SOME STAFF MEMBERS HAVE RESPONSIBILITIES THAT CROSS OVER FUNCTIONAL AREAS. TO CALCULATE THE TIME ALLOCATION, HABITAT FOR HUMANITY METROWEST/GREATER WORCESTER, INC. ALLOCATES THE STAFF MEMBERS' SALARIES BY APPLYING THE PERCENTAGE OF TIME SPENT IN EACH FUNCTIONAL AREA TO THE APPROPRIATE EXPENSE CATEGORY. 4447685 true true false false false false false false true false true false false true true true true false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false true 17 0 true 34 true false false false false false false false false false false false false false false X 12 12 false false false false false false false true false false false false true true false true true true false false MA X X THE ORGANIZATION 5087999259 640 LINCOLN STREET SUITE 100 WORCESTER MA 01605 DEBORAH A MARUCA HOAK EXECUTIVE DI 40.00 X 121006 0 0 DEBORAH R HUEGEL VP OF PHILAN 40.00 X 74214 0 0 INDREK BUTTNER BOARD MEMBER 2.00 X 0 0 0 BRYAN CLANCY TREASURER 2.00 X X 0 0 0 JULIE DAVENPORT CLERK 2.00 X X 0 0 0 SPENCER FORTWENGLER BOARD MEMBER 2.00 X 0 0 0 JOSEPH H FRANK PRESIDENT 2.00 X X 0 0 0 RENS HAYES VICE PRESIDE 2.00 X X 0 0 0 RYAN MATSON BOARD MEMBER 2.00 X 0 0 0 TANIA MEDINA BOARD MEMBER 2.00 X 0 0 0 MONICA L PASSENO BOARD MEMBER 2.00 X 0 0 0 TAYLOR PERKINS BOARD MEMBER 2.00 X 0 0 0 MATTHEW SCHWEIGER BOARD MEMBER 2.00 X 0 0 0 MICHAEL WIMBERLY BOARD MEMBER 2.00 X 0 0 0 195220 1 false false false 295608 2587132 1958015 2882740 RESTORE SALES 453310 1797443 1797443 HOME SALES 531390 182600 182600 MORTGAGE DISCOUNT 522292 157321 157321 2137364 111013 111013 128856 20176 108680 108680 36626 25110 11516 11516 MISCELLANEOUS 5747 5747 5747 5257060 2254124 120196 228176 41453 69088 117635 878505 677890 41580 159035 130752 84989 13075 32688 97532 63396 9753 24383 10395 10395 66252 66252 37603 23888 13700 15 50383 48412 1971 13378 7282 4147 1949 39705 19842 10394 9469 601465 577607 11781 12077 2437 2437 93256 90404 1426 1426 51838 41365 6123 4350 RESTORE COST OF GOODS SOL 1797443 1797443 CONSTRUCTION AND BLDG 479342 479102 240 COST OF HOMES SOLD 197731 197731 CONTRIBUTION TO HFHI 90000 80000 5000 5000 292527 206486 35335 50706 5158720 4447685 290091 420944 23597 21688 3590478 4865858 96900 175387 1834028 1665782 846438 1133587 54070 34702 930105 605790 417570 324315 1158919 1958464 8022000 10179783 286709 375373 35592 34923 1889308 1795710 281648 2346694 2493257 4552700 X 5195214 5466636 333529 160447 5528743 5627083 8022000 10179783 X 98340 X false true X true false X 1400921 844974 875498 4540011 2882740 10544144 1461376 276590 318349 487298 2254124 4797737 1257827 1642439 1741580 165482 4807328 2862297 2379391 2836286 6768889 5302346 20149209 20149209 2113 2010 258745 258258 5747 526873 2864410 2381401 3095031 7027147 5308093 20676082 0.97450 0.97010 0.00000 0.00000 X PART III, LINE 12 526,873 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 629791 314934 314857 107687 107146 541 192627 183710 8917 324315 RIGHT-OF-USE ASSETS NET 1903495 DEPOSITS 36269 OTHER LAND HELD 18700 1958464 CAPITAL OPERATING LEASE OBLIGATIONS 1903494 CONSTRUCTION LOANS 407399 DEFERRED REVENUE 35801 2346694 X 5282170 25110 25110 5257060 5257060 5183830 25110 25110 5158720 5158720 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION DOES NOT HAVE ANY INCOME FROM UNRELATED BUSINESS ACTIVITIES. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE YEARS ENDED JUNE 30, 2020 THROUGH 2023 COULD BE SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D RESTORE COST OF GOODS SOLD 25,110 SCHEDULE D, PAGE 4, PART XII, LINE 2D RESTORE COST OF GOODS SOLD 25,110 ANNUAL GALA 111216 111216 20176 WALK FOR HOMES 15717 15717 126933 126933 20176 20176 106757 X ELECTRICIAN SVC 1 6000 X RESTORE ITEMS 8600 1797443 X MAT'L & SVCS 33 125192 X AUCTION ITEMS 79 29380 false false false FORM 990 - ORGANIZATION'S MISSION 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 METROWEST/GREATER WORCESTER, 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. FORM 990, PAGE 2, PART III, LINE 4A HOMEOWNERSHIP PROGRAM: FAMILIES IN NEED OF A DECENT PLACE TO LIVE BUILD SAFE AND AFFORDABLE HOMES IN PARTNERSHIP WITH US. HABITAT HOUSES ARE MODESTLY SIZED. THEY ARE LARGE ENOUGH FOR THE HOMEOWNER FAMILY'S NEEDS, 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. AFORDABLE HOMEOWNERSHIP HELPS CREATE THE CONDITIONS THAT FREE FAMILIES FROM INSTABILITY, STRESS AND FEAR AND ENCOURAGE SELF-RELIANCE AND CONFIDENCE. 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 FISCAL YEAR 2023, HABITAT FOR HUMANITY METROWEST/GREATER WORCESTER, INC. SERVED ONE NEW FAMILY THROUGH ITS LONG-TERM HOMEOWNERSHIP PROGRAM. FORM 990, PAGE 2, PART III, LINE 4B THE ORGANIZATION OPERATES TWO "RESTORE" OUTLETS, WHICH ACCEPT DONATIONS OF NEW AND USED FURNITURE, APPLIANCES AND BUILDING MATERIALS, AND RESELLS THEM TO THE PUBLIC FROM ITS WAREHOUSE STORES. BY RECYCLING THESE GOODS, WHICH MIGHT OTHERWISE BE DISCARDED, THE RESTORES HELP THE ENVIRONMENT AND PROVIDE MATERIALS FOR AFFORDABLE HOME IMPROVEMENTS. HABITAT FOR HUMANITY METROWEST/GREATER WORCESTER, INC. 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 METROWEST/GREATER WORCESTER, INC.'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 METROWEST/GREATER WORCESTER, INC 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 FOR EACH FUNCTIONAL AREA. RENT, UTILITIES, INFORMATION TECHNOLOGY AND OTHER COSTS ARE GROUPED TOGETHER. WE ALLOCATE THESE COSTS IN COMPLIANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, OR GAAP, ACROSS THE PROGRAMS (INCLUDING HABITAT RESTORES, MANAGEMENT AND GENERAL, AND FUNDRAISING CATEGORIES. FINALLY SOME STAFF MEMBERS HAVE RESPONSIBILITIES THAT CROSS OVER FUNCTIONAL AREAS. TO CALCULATE THE TIME ALLOCATION, HABITAT FOR HUMANITY METROWEST/GREATER WORCESTER, INC. ALLOCATES THE STAFF MEMBERS' SALARIES BY APPLYING THE PERCENTAGE OF TIME SPENT IN EACH FUNCTIONAL AREA TO THE APPROPRIATE EXPENSE CATEGORY. FORM 990, PAGE 6, PART VI, LINE 8B COMMITTEES DO NOT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PAGE 6, PART VI, LINE 11B A MEMBER OF THE GOVERNING BOARD IS A CERTIFIED PUBLIC ACCOUNTANT (CPA) SPECIALIZING IN NOT FOR PROFITS. HE REVIEWS THE RETURN WITH ANOTHER OFFICER, ALONG WITH THE EXECUTIVE DIRECTOR AND THE FINANCE DIRECTOR PRIOR TO SIGNING AND FILING THE RETURN. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS AND APPROVES COMPENSATION FOR THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 RESTORE COST OF GOODS SOLD 25,110 RESTORE COST OF GOODS SOLD -25,110