2024-04-25T10:24:18-05:00 2023-06-30 560570567 DMJPS PLLC 79 WOODFIN PLACE SUITE 300 ASHEVILLE NC 28801 990 2022-07-01 561363464 ASHEVILLE AREA HABITAT FOR HUMANITY INC ASHE 8282515702 33 MEADOW ROAD ASHEVILLE NC 28803 ROBERT L DALMAN FINANCE DIRECTOR 8282515702 2024-04-23 1 ROBERT DALMAN 999009999 0 DORINDA Y BENNETT P01387673 8282542374 2024-04-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT L DALMAN 33 MEADOW ROAD ASHEVILLE NC 28803 14738551 0 X WWW.ASHEVILLEHABITAT.ORG X 1983 NC SEEKING TO PUT GOD'S LOVE INTO ACTION, ASHEVILLE AREA HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. 18 18 83 2940 1121 0 10454263 5427400 3435209 4743418 -87381 140959 666571 963084 14468662 11274861 60155 154500 0 0 1565950 1933508 0 0 601152 5234510 6903455 6860615 8991463 7608047 2283398 33681181 35437253 10448501 9921175 23232680 25516078 X SEEKING TO PUT GOD'S LOVE INTO ACTION, ASHEVILLE AREA HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. 0 0 7834826 154500 5876678 THE ORGANIZATION BUILDS AND SELLS HOMES FOR FAMILIES IN NEED OF SAFE, WELL-BUILT, AND AFFORDABLE HOUSING. CONSTRUCTION AND SALE OF 15 HOMES, PLUS THE SALE OF A REPURCHASED HABITAT HOME, WERE COMPLETED DURING THE FISCAL YEAR ENDING JUNE 30, 2023. IN ADDITION TO COMPLETING 4 "AGING IN PLACE" STYLE HOMES WITH ACCESSIBILITY FEATURES GEARED TOWARD AGING SENIORS AND PEOPLE WITH DISABILITIES, THE ORGANIZATION BUILT AND SOLD 4 SIDE-BY-SIDE TOWNHOMES TO INCREASE THE NUMBER OF FAMILIES SERVED IN THE SAME COMMUNITY. THESE WALKOUTS WERE A NEW MODEL AS WELL; THEY WERE INTRODUCED TO ACCOMODATE BUILDING ON STEEPER HILLSIDES. ALSO DURING THE YEAR, INFRASTRUCTURE DEVELOPMENT IN A SECOND NEW COMMUNITY ACCELERATED, THEREBY SETTING THE STAGE FOR THE BUILDING OF 34 HOMES BEGINNING IN JULY 2023. IN DECEMBER 2021, THE ORGANIZATION SUCCESSFULLY MERGED WITH A NEIGHBORING COUNTY'S AFFILIATE AND IS BUILDING 1 HOME THERE TO BE COMPLETED DURING THE MIDDLE OF THE FISCAL YEAR ENDING JUNE 30, 2024 WITH THE SUPPORT OF LOCAL LEADERS AND VOLUNTEERS. A SECOND HOME WILL BE BUILT IN THE SAME COMMUNITY DURING THE FISCAL YEAR ENDING JUNE 30, 2025. THE ORGANIZATION IS COMMITTED TO DIVERSITY, EQUITY, AND INCLUSION AND WORKS EVERY DAY TO CLOSE THE RACIAL GAP AND TO WIDEN THE AVAILABILITY OF AFFORDABLE HOUSING TO ALL. WITH 23 ADULTS AND 23 CHILDREN SERVED, 5 FAMILIES HAD NON-WHITE MEMBERS, 7 HOMES WERE HEADED BY A SINGLE PARENT, 6 SENIORS TOOK ADVANTAGE OF AGING-IN-PLACE HOMES, AND 1 VETERAN AND 1 DISABLED PERSON WERE SERVED. THE PROGRAM SUPPORTED FAMILIES IN THE RANGE OF 40%-60% AVERAGE MEDIAN INCOME, WITH A YEAR-END AVERAGE OF 58%. VOLUNTEERS DONATED 27,528 HOURS OF THEIR TIME TO THE NEW HOME CONSTRUCTION SITES.THE ORGANIZATION ALSO HELPED TO KEEP 76 FAMILIES IN EXISTING HOMES THROUGH A VARIETY OF REPAIRS: ROOFING, HEATING/COOLING, KITCHEN AND BATH, ELETRIC AND PLUMBING, SIDING AND ACCESSIBILITY. THE HOMEOWNERS, 70% OF THEM OLDER ADULTS, WERE SERVED THIS YEAR. THIS INCLUDES THE HOMES OF 44 FAMILIES HEADED BY WOMEN. 10 CHILDREN WERE SERVED, AS WERE 7 VETERANS AND 11 DISABLED OWNERS OR HOUSEHOLD MEMBERS. CANDIDATES MUST BE BELOW 70% OF THE HUD AREA MEDIAN INCOME AND CONTRIBUTE A SMALL FEE BASED ON ONE MONTH'S INCOME. THIS YEAR'S FAMILIES SERVED HAD AN AVERAGE MEDIAN INCOME OF 37%. SUPPORT FOR THE PROGRAM IS PROVIDED BY DONORS AND BY THE CONTRIBUTIONS OF LOCAL PUBLIC FUNDRAISING ORGANIZATIONS. THE ONGOING SUCCESS OF THE PROGRAM IS DUE TO THE HARD WORK FROM THE ORGANIZATION'S STAFF AND BY A NUMBER OF DEDICATED VOLUNTEERS GIVING 3,027 HOURS OF THEIR TIME.THE ORGANIZATION RUNS 2 RESTORES, A TRADITIONAL SOURCE OF NET INCOME TO SUPPORT THE MISSION. PRODUCTS INCLUDE DONATIONS OF GENTLY USED HOME GOODS, FURNITURE, BOOKS, ART, MUSIC, JEWELRY, ELECTRONICS, AND APPLIANCES, AS WELL AS BUILDING SUPPLIES. THE MAIN LOCATION ALSO HOLDS PERIODIC AUCTIONS, OFFERING UNIQUE AND VALUABLE ITEMS. BOTH STORES RECORDED DOUBLE-DIGIT YEAR-TO-YEAR INCREASED REVENUES AND THE NEWEST STORE RECORDED AN 18% INCREASE IN SALES FOLLOWING $1,000,000 YEAR-TO-DATE SALES FOR THE FIRST TIME LAST YEAR. A PROGRAM LAUCH THIS YEAR WAS THE CREATION OF AN ONLINE STORE. ADDITIONALLY, THE STORES DIVERTED 2,794 TONS OF GOODS FROM THE LOCAL LANDFILL AND PROVIDES CERTIFIED LIVING WAGES AND GENEROUS BENEFITS TO ITS EMPLOYEES IN A LOW WAGE COUNTY. VOLUNTEER OPPORTUNITIES ABOUNDED WITH 22,522 HOURS OF SERVICE IN THE FISCAL YEAR. THE STORES ALSO MAKE MONTHLY DONATIONS TOTALING $24,683 TO LOCAL CHARITIES VIA A "ROUND-UP" PROGRAM THAT ALLOWS CUSTOMERS TO SUPPLEMENT THEIR PURCHASES WITH ADDITIONAL FUNDS IN SUPPORT OF AREA GROUPS PROVIDING A VARIETY OF SERVICES TO THE UNDERSERVED COMMUNITY.THE ORGANIZATION WAS FORTUNATE TO BE A RECIPIENT OF 2 MAJOR AWARDS DURING THE FISCAL YEAR ENDING JUNE 30, 2023 THAT WILL BE USED FOR FUND DEVELOPMENT AND WILL HAVE A LASTING IMPACT FOR THE NEXT FEW YEARS. THE MACKENZIE SCOTT FOUNDATION PROVIDED A GIFT OF $5 MILLION TO THE AFFILIATE AS PART OF ITS LARGER GIFT OF $436 MILLION TO HABITAT FOR HUMANITY INTERNATIONAL AND ITS AFFILIATES. THIS IMPACTFUL GIFT WILL BE USED JUDICIOUSLY TO ACCELERATE THE BUILDING OF HOMES, PROVIDE SUPPORT FOR DELAYED INFRASTRUCTURE PROJECTS, AND MOST IMPORTANTLY TO GUARANTEE THE AVAILABILITY OF FUNDS TO PURCHASE LAND. AFFORDABLE LAND IS IN SHORT SUPPLY IN A MOUNTAIN COMMUNITY THAT IS EXPERIENCING BURGEONING DEVELOPMENT, HIGH HOME PRICES, LOW AVAILABILITY, AND ABOVE NORTH CAROLINA AVERAGE RENTAL PRICES. THE SECOND AWARD, A PASS-THROUGH GRANT THROUGH THE COUNTY GOVERNMENT, PROVIDED $1.6 MILLION IN AMERICAN RESCUE PLAN ACT FUNDS FOR INFRASTRUCTURE COMPLETION AT ONE OF TWO AFFORDABLE HOUSING DEVELOPMENTS, AND IS SUPPORTING $1 MILLION TO COMPLETE THE FIRST 50% OF INFRASTRUCTURE DEVELOPMENT AT THE SECOND DEVELOPMENT.A TOTAL OF 54,982 HOURS WERE DONATED DURING THE FISCAL YEAR ENDING JUNE 30, 2023, WHICH IS A POST-COVID RECORD. VOLUNTEERS HELPED OUT IN ALL AREAS OF THE AFFILIATE: NEW HOME CONSTRUCTION, EXISTING HOME REPAIRS, RESTORE, AND ADMINISTRATION. 7834826 1 1 0 0 0 0 0 0 1 1 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 83 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X X ROBERT L DALMAN 8282515702 33 MEADOW ROAD ASHEVILLE NC 28803 BRAD OLSON PRESIDENT 1.00 X X 0 0 0 MYCHAL BACOATE VICE PRESIDENT 1.00 X X 0 0 0 JOE WARD TREASURER 1.00 X X 0 0 0 MELISSA BANKS SECRETARY 1.00 X X 0 0 0 KEVIN CLICK IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 LARRY PEEK DIRECTOR 1.00 X 0 0 0 SIDNEY MASHBURN DIRECTOR 1.00 X 0 0 0 DAVID ENGLISH DIRECTOR 1.00 X 0 0 0 SPENCER HARDAWAY DIRECTOR 1.00 X 0 0 0 LESLIE HENNESSEE DIRECTOR 1.00 X 0 0 0 STEVE MILLER DIRECTOR 1.00 X 0 0 0 KARL PAYTON DIRECTOR 1.00 X 0 0 0 BRAD RICE DIRECTOR 1.00 X 0 0 0 ELIZABETH SIMS DIRECTOR 1.00 X 0 0 0 WES WRIGHT DIRECTOR 1.00 X 0 0 0 MICHAEL DEMPSEY DIRECTOR 1.00 X 0 0 0 STACY MILLETT DIRECTOR 1.00 X 0 0 0 JESSICA PHELAN DIRECTOR 1.00 X 0 0 0 L ANDREW BARNETT EXECUTIVE DIRECTOR 40.00 X 100112 0 14231 ROBERT DALMAN FINANCE DIRECTOR 40.00 X 93208 0 16549 193320 0 30780 1 0 0 0 GOSNELL CONSTRUCTION AND UTILITY COMPANY 1745 PLEASANT GROVE RD HENDERSONVILLE NC 28739 LAND DEVELOPMENT 1163772 BAKER ROOFING 48 EMMA SHARP RD MILLS RIVER NC 28759 ROOFING COMPANY 353314 BARNETT PLUMBING COMPANY 57 FENNER AVE ASHEVILLE NC 28804 PLUMBING COMPANY 207428 SCG - WEAVERVILLE LLC 23B SHELTER COVE LANE 202 HILTON HEAD SC 29928 LEASING 205310 APPALACHIAN PAVING AND CONCRETE COMPANY 200 MELODY CIRCLE SWANNANOA NC 28778 PAVING 193654 5 35473 2575420 2816507 518328 5427400 SALE OF HOMES 236000 3306695 3306695 AMORTIZATION OF MORTGAGE DISCOUNT 522200 878096 878096 FORGIVEN MORTGAGES 522200 518037 518037 PARTNER FAMILIES INCOME 522200 24045 24045 HOME REPAIR SALES 522200 11310 11310 5235 5235 4743418 140959 140959 1386 5356 -3970 -3970 1121 -5091 10476 35473 35723 -25247 -25247 4325874 3422611 903263 903263 REBATES 236000 89038 89038 89038 11274861 5876678 1121 -30338 154500 154500 228519 119731 50382 58406 1356311 712627 301231 342453 49626 24034 9488 16104 185166 98950 41104 45112 113886 62737 21258 29891 2959 2959 52189 40409 8522 3258 62701 48549 10239 3913 95941 64546 21304 10091 15118 10035 270 4813 90101 55569 21837 12695 75389 55657 10779 8953 20698 19963 38 697 102213 102115 58 40 101575 71623 16326 13626 72577 62926 6914 2737 HOME CONSTRUCTION 4268494 4267908 356 230 DISCOUNTS ON MORTGAGES 1559786 1559786 MAINTENANCE AND REPAIRS 128709 105110 15287 8312 STAFF DEVELOPMENT 58861 48266 7814 2781 196144 146826 12278 37040 8991463 7834826 555485 601152 246354 305259 9284394 5326320 67776 251539 8450 281722 9671775 10016471 3943973 5760362 38743 53008 12358430 3748307 8411103 8610123 701065 3794624 1307548 1037825 33681181 35437253 718622 452491 250740 304872 9479139 8971313 0 192499 10448501 9921175 X 19260803 21152248 3971877 4363830 23232680 25516078 33681181 35437253 2283398 0 X X 0 1 X 1 1 1 X 2022954 3189665 3024622 10454264 5427400 24118905 2022954 3189665 3024622 10454264 5427400 24118905 4694429 19424476 101236 77867 170240 -87391 140959 402911 44897 35875 70660 69338 99514 320284 24842100 2980165 0.78190 0.74450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: UTILITY REBATES - 2018 AMOUNT: $ 44,897. 2019 AMOUNT: $ 35,875. 2020 AMOUNT: $ 70,660. 2021 AMOUNT: $ 69,338. 2022 AMOUNT: $ 89,038. ALL OTHER INCOME - 2022 AMOUNT: $ 10,476. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 701065 265 49419 5357 745392 827575 65 -93975 32600 701065 641135 45226 157378 16164 827575 611769 56765 -2026 25373 641135 554931 63086 16245 22493 611769 1.00000 1 0 2100000 1959733 4059733 3557766 1606951 1950815 3328769 1503519 1825250 1412162 637837 774325 8610123 CROSBY PERMANENT ENDOWMENT 745392 F PARK NATIONAL 1525977 F FIRST NATIONAL 1523255 F 3794624 RIGHT OF USE LEASE LIABILITIES 192499 192499 X 14733195 3458334 3458334 11274861 0 11274861 12449797 3458334 3458334 8991463 0 8991463 PART IV, LINE 2B: THE ORGANIZATION HOLDS MORTGAGES RECEIVABLE ON THE HOUSES SOLD TO HOMEOWNER FAMILIES. MORTGAGES SERVICING IS PERFORMED BY AFFILIATE MORTGAGE SERVICES (AMS). ESCROWS FOR TAXES AND INSURANCE ARE ALSO COLLECTED BY AMS AND ARE HELD IN A NON-INTEREST-BEARING DEPOSIT ACCOUNT. TAXES AND INSURANCE FOR HOMEOWNERS ARE PAID AS THEY BECOME DUE. PART X, LINE 2: THE ORGANIZATION IS TAX-EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND, AS SUCH, IS NOT SUBJECT TO INCOME TAXES ON NET INCOME FROM EXEMPT PURPOSES. IT IS THE ORGANIZATION'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN, AND WHAT, IF ANY, EFFECT THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR TAX YEARS 2022 AND 2021. CURRENTLY, THE STATUTE OF LIMITATIONS REMAINS OPEN SUBSEQUENT TO AND INCLUDING TAX YEAR 2019; HOWEVER, NO EXAMINATIONS ARE IN PROCESS OR ANTICIPATED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RESTORE COSTS OF GOODS SOLD FUNDRASING EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: RESTORE COSTS OF GOODS SOLD FUNDRAISING EXPENSES FORM 990, SCHEDULE D, PART V, LINE 4 THE ORGANIZATION PRESENTLY DESIGNATES INCOME FROM PERMANENTLY RESTRICTED REAL PROPERTY TO BE INVESTED WITH THE COMMUNITY FOUNDATION OF WNC. INCOME IS AVAILABLE TO BE USED FOR BUILDING HOUSES. IN THE FUTURE IT IS ANTICIPATED THAT THE REAL PROPERTY WILL BE SOLD. PROCEEDS FROM THE FUTURE SALE WILL ALSO BE PERMANENTLY RESTRICTED. INCOME FROM THE INVESTMENT OF THE PROCEEDS WILL BE USED TO BUILD HOMES. BLUEPRINT BREAKFAST FOR DINNER 45949 35473 10476 16114 5910 5251 8448 NONE 0 45949 35473 10476 16114 5910 5251 8448 35723 -25247 1 HABITAT FOR HUMANITY INTERNATIONAL 322 WEST LAMAR STREET AMERICUS GA 317093543 911914868 501(C)(3) 147000 0 TO BUILD HOUSES HABITAT FOR HUMANITY OF NC INC 1053 E WHITAKER MILL ROAD STE 115 RALEIGH NC 27604 271296717 501(C)(3) 7500 0 OPERATION SUPPORT 2 X 0 THRIFT STORE DONATIONS X 0 THRIFT STORE DONATIONS X 5 0 THRIFT STORE DONATIONS X 7 0 FMV X REAL ESTATE 1 255000 FMV X BUILDING COSTS 125 159556 FMV X OTHER COSTS 20 72906 FMV X PROFESSIONAL FEES 14 30866 FMV 0 0 1 0 PART I, COLUMN (B): SCHEDULE M, PART I, LINES 4,5, & 6: DONATIONS IN THESE CATEGORIES ARE SOLD THROUGH THE ORGANIZATION'S THRIFT STORES. DONATIONS TO THE THRIFT STORES ARE NOT RECORDED ON THE BOOKS OF THE ORGANIZATION. GROSS SALES FOR THE YEAR WERE $4,325,874 WHICH APPROXIMATE THE VALUE OF THE DONATIONS. INCLUDED IN THE DONATIONS WERE 5 VEHICLES WITH A TOTAL SALES PRICE OF $11,265. FORMS 1098-C WERE ISSUED FOR ALL VEHICLES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, THE EXECUTIVE COMMITTEE, AND THE FINANCE COMMITTEE WHICH ARE STANDING COMMITTEES OF THE BOARD OF DIRECTORS. AFTER COMMITTEE REVIEW, A COPY OF THE RETURN IS SENT TO MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR WHEN THE FINANCIAL AUDIT IS CONDUCTED, THE FINANCE DIRECTOR INQUIRES OF ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHETHER ANY CONFLICTS OF INTEREST HAVE OCCURRED. ADDITIONALLY, VENDOR AND DONOR LISTS ARE REVIEWED TO ASCERTAIN WHETHER UNREPORTED CONFLICTS OF INTEREST MAY EXIST. POTENTIAL CONFLICTS ARE EXAMINED TO DETERMINE WHETHER THESE VIOLATE THE ORGANIZATION'S POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS A COMPENSATION PLAN WHICH ESTABLISHES PAY RANGES FOR VARIOUS CLASSES OF EMPLOYEES. ANNUALLY, COMPENSATION FOR ALL EMPLOYEES IS REVIEWD BY THE EXECUTIVE MANAGEMENT TEAM. RAISES ARE GENERALLY AWARDED BASED ON COST OF LIVING, BUT DEPARTMENT HEADS ARE ALLOWED TO SPREAD RAISES THROUGH THEIR DEPARTMENTS BASED ON MERIT, WITHIN STRICT LIMITS. THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS BENCHMARKED AGAINST HABITAT INTERNATIONAL COMPENSATION SURVEYS AND IS INCLUDED IN THE COMPENSATION PLAN AND THE ANNUAL REVIEW. ALL WAGE AND SALARY INCREASES ARE PRESENTED IN TOTAL TO THE BOARD OF DIRECTORS FOR APPROVAL ALONG WITH THE ANNUAL BUDGET. PERIODICALLY, THE COMPENSATION PLAN IS TESTED AGAINST INFORMATION FROM A REGIONAL SERVICE BUREAU TO ENSURE THAT WAGES AND SALARIES ARE REASONABLE TO THE WESTERN NORTH CAROLINA REGION. A REPORT OF THIS TEST FOR A REGIONAL "LIVING WAGE" IS REVIEWED BY THE HUMAN RESOURCES SUBCOMMITTEE OF THE BOARD OF DIRECTORS AND WAS LAST MADE DURING THE FISCAL YEAR ENDING JUNE 30, 2023. THE HUMAN RESOURCES COMMITTEE WILL BE EVALUATING THE COMPENSATION PLAN PERIODICALLY TO ENSURE THE WAGES AND SALARIES ARE REASONABLE TO THE WESTERN NORTH CAROLINA REGION, AND TO HABITAT INTERNATIONAL AND OTHER METRICS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE, UPON WRITTEN REQUEST, COPIES OF ITS GOVERNING DOCUMENTS AND POLICIES TO ANY PERSON WHO REQUESTS THEM. COPIES OF AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE KEPT IN THE OFFICE OF THE FINANCE DIRECTOR, AND ARE AVAILABLE FOR EXAMINATION BY ANY PERSON WHO WISHES TO DO SO. COPIES MAY BE OBTAINED THROUGH A WRITTEN REQUEST. IN ADDITION, THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AT WWW.ASHEVILLEHABITAT.ORG AND AT WWW.GUIDESTAR.ORG. THE ORGANIZATION WILL PROVIDE, UPON WRITTEN REQUEST, COPIES OF ITS GOVERNING DOCUMENTS AND POLICIES TO ANY PERSON WHO REQUESTS THEM. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR.