2024-02-06T13:12:43-06:00 2023-06-30 860750225 Keegan Linscott & Associates PC 3443 N Campbell Avenue Suite 115 Tucson AZ 85719 990 2022-07-01 942725100 Habitat for Humanity Tucson Inc HABI 5203261217 3501 N Mountain Ave Tucson AZ 85719 Charlie Buchanan Chief Executive Officer 5203261217 2024-01-29 1 Charlie Buchanan 999009999 0 Carla J Keegan P00596839 5208840176 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X Charlie Buchanan 3501 N Mountain Ave Tucson AZ 85719 11950160 0 X www.habitattucson.org X 1980 AZ Serving low income families by developing and preserving affordable housing in Southern Arizona. 12 12 47 2100 0 0 5572801 7250717 3862907 4287754 1196980 113783 126306 70785 10758994 11723039 2932749 3908757 0 0 2050377 2229131 0 0 411140 3161670 3670899 8144796 9808787 2614198 1914252 32170830 34932259 11458206 12291415 20712624 22640844 X Seeking a more compassionate and just world, Habitat for Humanity Tucson brings people together to build homes, community and hope. 0 0 5041214 3908757 1891168 Habitat for Humanity Tucson partners with low-income individuals and families to build or improve a safe and stable place to call home. Utilizing volunteer efforts, Habitat Tucson builds and rehabilitates market quality homes to sell to eligible low-income families with a non-interest-bearing mortgage. Habitat homeowners help build their homes alongside volunteers, completing 250 hours per applicant of "sweat equity" through home construction or in another form of service to Habitat Tucson. This fiscal year, Habitat sold 12 new energy efficient homes to low-income families in Pima County. (this next part is continued on Sched O).Habitat Tucson also partners with the community to provide critical and minor home repair services, which include roof replacements, mechanical system upgrades, exterior repairs, landscaping and neighborhood clean ups and minor interior modifications. These services support long-term health & safety livability for eligible families. In total, 34 comprehensive home repair projects were completed, which include 6 A Brush with Kindness projects. In addition, as part of Habitat's global impact partnership, 31 families in Mexico, Bangladesh, Dominican Republic, and Nepal have access to adequate shelter, potable water, and sanitation. 3362594 0 2398857 The HabiStore receives donated furniture, appliances, other household items and construction-related materials to sell which generates revenue to support the Habitat Tucson mission. This year, the donated items generated $2.4 million dollars in sales and diverted over 1,400 tons of usable materials from the landfill. These sales supported Habitat Tucson programs including new home construction, home repair, 'A Brush with Kindness', homeowner and volunteer services, and community outreach partnerships. 423806 0 50937 Homeowner Services provides information sessions to prospective homebuyers, guides families through the application and homeowner selection process, provides homeowner education classes to families selected, and supports families through the home buying process. This fiscal year, 5 homeowner education classes were made available; 4 information sessions were held, and 389 people attended information sessions; 108 families went through the application process, and 12 families were selected for the homeownership program. (this next part is continued on Sched O)In addition, Homeowner Services supports the Housing Rehabilitation program by providing intake and screening services for families needing home repair services. This fiscal year, Habitat Tucson received over 200 inquiries for these services. Habitat's Volunteer Services provides opportunities and support to over 2100 volunteers who donated more than 46,000 hours of services in home construction, retail, office, and committee support and served as mentors and family partners to new homebuyers. 8827614 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 29 0 1 47 1 0 0 0 0 0 0 1 4 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 1 1 1 X X X The Organization 5203261217 3501 N Mountain Ave Tucson AZ 85719 Lisa Cooke President 4.00 X X 0 0 0 John Moothart Vice President 4.00 X X 0 0 0 Claudette Pippin Treasurer 4.00 X X 0 0 0 Todd Hixon Secretary 4.00 X X 0 0 0 Carmen Cueva Director 4.00 X 0 0 0 Brian Mayer Director 4.00 X 0 0 0 Saundra Hudnall Director 4.00 X 0 0 0 Janet Utecht Director 4.00 X 0 0 0 Amadu Bah Director 4.00 X 0 0 0 Liliana Indo Director 4.00 X 0 0 0 Rosa Reyna Director 4.00 X 0 0 0 Alyson Trinidad Director 4.00 X 0 0 0 Charlie Buchanan CEO 40.00 X 133172 0 15811 Jessica Carney CFO 40.00 X 96920 0 13146 T VanHook Former CEO 40.00 X 140701 0 12899 370793 0 41856 2 1 1 0 Durazo's Roofing LLC 4500 E Benson Hwy Tucson AZ 85706 Roofing Contractor 187835 Lavish Metal Works LLC 2873 E Lucca Ln Vail AZ 85641 Metal Fencing 125162 2 1103586 6147131 3760148 7250717 HabiStore Sales 459510 2398857 2398857 Sales to Homeowners 531390 1086182 1086182 Mortgage Interest 522292 802715 802715 4287754 131360 131360 209544 -136 227257 136 -17713 -17577 -17577 Fees 531390 70785 70785 70785 11723039 4340962 0 131360 5000 5000 3762062 3762062 141695 141695 305590 169768 100177 35645 1516172 1110456 192340 213376 42989 20131 17397 5461 232128 156674 48512 26942 132252 92286 21280 18686 3548 2318 1230 60800 6636 54164 379 379 49168 25364 18987 4817 84583 52752 5024 26807 242657 205074 17626 19957 35520 13901 11663 9956 137844 112232 16298 9314 38973 20503 14028 4442 220966 220966 270738 230469 25624 14645 86701 73816 8522 4363 HabiStore cost of goods 2308544 2308544 Vehicle Expenses 52457 46039 6418 Donor and Volunteer Ret 51277 26694 9119 15464 Equipment Maintenance 17145 15189 1245 711 9599 9045 554 9808787 8827614 570033 411140 1248516 1572517 9913903 6829670 40598 202114 112914 106103 9380337 9876565 2888875 3998891 35133 17814 9069899 1937594 4686048 7132305 29723 32010 0 1573276 3834783 3590994 32170830 34932259 843170 415053 163593 53995 5886681 7452683 4564762 4369684 11458206 12291415 X 19696872 22407410 1015752 233434 20712624 22640844 32170830 34932259 1914252 13968 0 X 0 1 X 1 1 1 X 4902472 4214706 5562777 5572801 7250717 27503473 4902472 4214706 5562777 5572801 7250717 27503473 530662 26972811 69781 31403 48068 49004 131360 329616 75642 70030 47057 126306 70785 389820 28222909 18314477 0.95570 0.96750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29723 2387 32110 33962 -4239 29723 28254 5708 33962 27805 449 28254 27363 442 27805 0.37710 0.62290 1 0 109250 661389 770639 5033913 495015 4538898 701295 470611 230684 2564052 971968 1592084 7132305 Agency Receivables 1064040 New Markets Tax Credits JV - Investments 2363610 New Markets Tax Credits JV - Amortizable Costs 163344 3590994 Agency Payables 1092287 New Markets Tax Credits JV - Notes Payable 3277397 4369684 X 11758791 13968 22163 36131 11722660 379 379 11723039 9830571 22163 22163 9808408 379 379 9808787 Part V, Line 4: The Organization's endowment was established to support, further and enhance the mission of Habitat. This agency advised endowment is held and managed at the Community Foundation for Southern Arizona(the "Foundation"). Part X, Line 2: Habitat for Humanity, Inc. is exempt from federal income tax under Section 501(c)(3), as confirmed by a determination letter issued by the Internal Revenue Service and is classified as other than a private foundation under IRC Section 509(a)(1). Management is not aware of any matters which would cause the Organization to lose its tax-exempt status. HFHT Funding Company LLC is a single-member limited liability company which is a disregarded entity for income tax purposes. Accordingly, no provision for federal or state income taxes has been reflected in the accompanying consolidated financial statements for this entity. Management has considered its tax positions and believes that all of the positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Organization's returns are subject to examination by federal and state taxing authorities, generally for three years and four years respectively, after they are filed. The Organization recognizes interest and penalties related to unrecognized tax benefits as accrued expenses in its accompanying financial statements. During the years ended June 30, 2023 and 2022, the Organization did not recognize any interest and penalties. 0 North America - Canada and Mexico, but not the United States 0 0 Grants to recipients in Mexico Housing assistance 25000 South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 0 0 Grants to recipients in Bangladesh and Nepal Housing assistance 105000 Central America and the Caribbean 0 0 Grants to recipients in the Dominican Republic Housing assistance 11595 Russia and Neighboring States - Armenia, Azerbijan, Belarus, 0 0 Grants to recipients in Ukraine Housing assistance 100 0 0 0 0 0 0 141695 0 141695 North America - Canada and Mexico, but not the United States Support Habitat projects in Mexico 25000 Check 0 N/A N/A South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, Support Habitat projects in Bangladesh and Nepal 105000 Check 0 N/A N/A Central America and the Caribbean Support Habitat projects in the Rominican Republic 11595 Check 0 N/A N/A 1 0 0 0 0 0 0 Part I, Line 2: All grants are made to Habitat for Humanity International to support projects in Mexico, Bangladesh, Nepal, Dominican Republic, and Ukraine. Grants are monitored for intended charitable uses in accomplishment of the organization's tax-exempt purposes. Part III Accounting Method: 1 Construction costs for building affordable homes 12 3258611 FMV Construction costs for new, affordable and rehabilitated homes Home Repair Expenses 28 494534 FMV Service and material for costs for critical and necessary home repairs for low income families Home Exterior Improvements 6 8917 FMV Service and material for minor repairs and painting and neighborhood revitilization projects Part I, Line 2: Grant recipients apply for assistance and are selected based on criteria in Habitat Tucson's program guidelines. They also fully participate and agree to all terms outlined in the program. All expenditures are fully supported by approved receipts and contracts. X X X X 0 0 0 0 0 0 0 0 0 T VanHook Former CEO 140701 0 0 0 0 0 5695 0 7204 0 153600 0 0 0 Part I, Line 3 Governance Committee/HR provide compensation survey results to the Executive Committee as requested. This information includes results from Lodestar surveys. X 6 67231 Fair Market Value X 4 1344536 Fair Market Value X Inventory 0 2195959 Fair Market Value X Construction Supplies/Materials 150 142290 Fair Market Value X Supplies 1 10132 Fair Market Value 2 0 1 1 Part I, Column (b): Due to the large volume of supplies, furniture, appliances and other household items donated to the HabiStore, the Organization does not track the number of donors nor the number of contributions. In lieu of an unsubstantiated estimate, the amount of donors or contributions is not reported for these types of noncash donations. Part I, Line 32b: Habitat utilizes real estate agents to assist in selling non-cash contributions such as land and property donations. Form 990, Part VI, Section B, line 11b Each Janauary, a draft version of the Form 990 is presented at a joint meeting of the Audit, Finance and Executive Committees, who review and approve the return. Afterwards and prior to filing, it is electronically mailed to all board members and subsequently presented at the January board meeting. Form 990, Part VI, Section B, line 12c The organization requires annual updates to its Conflict of Interest Policy by having all Board members and Habitat staff fill out and sign updated Conflict of Interest forms. Form 990, Part VI, Section B, line 15 Habitat Tucson participates in the Lodestar Center's bi-annual nonprofit compensation benchmarking report as well as the Habitat International survey. These studies are used to review compensation for the entire staff based on similar positions at other Habitat affiliates across the nation and nonprofits of similar size in Habitat's region. Salaries are also compared with Robert Half's Annual Compensation Report as well as reports from Indeed and Glassdoor. The Director of Human Resources maintains these reports. The Executive Committee reviews CEO compensation and makes adjustments based on this and other market information at contract renewal. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. HFHT Funding Company LLC 3501 N Mountain Ave Tucson AZ 85719 Aquiring & holding mortgage loans AZ 243795 3958533 Habitat for Humanity Tucson Inc Community One LLC 3501 N Mountain Ave Tucson AZ 85719 873149953 Supporting the mission of Habitat Tucson AZ 0 281946 Habitat for Humanity Tucson Inc