2024-09-30T05:58:45-05:00 2023-12-31 470698853 BLAND & ASSOCIATES 450 REGENCY PARKWAY OMAHA NE 68114 990 2023-01-01 470788757 HABITAT FOR HUMANITY SARPY COUNTY INC HABI 4024575657 1229 MILLWORK AVE 301 OMAHA NE 68102 CHRISTINE TJELMELAND CFO 4024575657 2024-09-30 1 1 MIKE MULLER P01798781 4023978822 2024-09-27 2023 2024-10-15 13:58:12Z X CHRISTINE TJELMELAND 1229 MILLWORK AVE SUITE 301 OMAHA NE 68102 1186624 0 X HABITATOMAHA.ORG X 1996 NE PROVIDE HOMEOWNERSHIP OPPORTUNITIES FOR FIRST-TIME HOME-BUYERS AND PROTECT AFFORDABLE HOUSING IN THE COMMUNITIES WE SERVE. 4 0 0 241 0 0 324306 238438 1422456 917599 7007 11272 18869 3660 1772638 1170969 0 0 0 0 140798 146193 0 0 837 1845271 1092274 1986069 1238467 -213431 -67498 3687629 4047720 799414 1222608 2888215 2825112 X HABITAT OMAHA BRINGS PEOPLE TOGETHER TO BUILD HOMES AND COMMUNITIES IN A FIVE-COUNTY AREA OF EASTERN NEBRASKA THROUGH ITS MISSION: WE BUILD STRENGTH, STABILITY, AND SELF-RELIANCE THROUGH SHELTER. ALL HABITAT OMAHA SERVICES ARE PROVIDED REGARDLESS OF INCOME, RACE, RELIGION, AGE, OR GENDER. 0 0 1006274 865191 HABITAT OMAHA'S HOMEOWNERSHIP PROGRAM PROVIDES FIRST-TIME HOMEOWNERSHIP OPPORTUNITIES TO ECONOMICALLY DISADVANTAGED FAMILIES, WHOSE INCOME IS GENERALLY 30% TO 80% OF THE AREA MEDIAN. BY USING THE LABOR OF VOLUNTEERS AND PROSPECTIVE HOMEOWNERS, EMPLOYING EFFICIENT BUILDING METHODS, KEEPING HOUSE SIZES MODEST, AND USING DONATED CONSTRUCTION MATERIALS AND APPLIANCES, HABITAT OMAHA MAKES ITS HOUSES AFFORDABLE FOR LOW-INCOME FAMILIES TO PURCHASE. DURING 2023, INDIVIDUALS, CORPORATIONS, AND FAITH PARTNERS WORKED 42,554 VOLUNTEER HOURS TO HELP LOWER CONSTRUCTION LABOR AND BUILDING COSTS. ADDITIONALLY, HABITAT OMAHA HELPED FOUR SARPY COUNTY PARTNER FAMILIES ACHIEVE HOMEOWNERSHIP IN 2023. THERE IS A CRITICAL NEED FOR, AND SHORTAGE OF, AFFORDABLE HOUSING IN SARPY COUNTY AND IN MANY PARTS OF NEBRASKA. HABITAT OMAHA ADDRESSES THIS NEED BY BUILDING AND REVITALIZING NEIGHBORHOODS. AFFORDABLE HOMEOWNERSHIP HELPS CREATE THE CONDITIONS THAT FREE FAMILIES FROM INSTABILITY, STRESS AND FEAR AND ENCOURAGES SELF-RELIANCE AND CONFIDENCE. STUDIES SHOW THAT STRONG AND STABLE HOUSEHOLDS ARE FOUNDATIONAL TO CHILD DEVELOPMENT AND GROWTH. WHEN A HOME FOSTERS HEALTH AND SAFETY - INSTEAD OF HINDERS - 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 LONG-TERM CAREER GROWTH. 38275 0 OUR HOME REPAIR PROGRAM IS AN OUTREACH INITIATIVE THAT SEEKS TO PROVIDE A WIDE RANGE OF OPPORTUNITIES FOR LOW-TO-MODERATE-INCOME HOMEOWNERS, INCLUDING VETERANS AND SENIORS, WHO ARE STRUGGLING TO MAINTAIN THEIR HOMES BECAUSE OF AGE, DISABILITY OR FAMILY CIRCUMSTANCES. WE PARTNER WITH FAMILIES TO HELP THEM RECLAIM THEIR HOMES WITH PRIDE AND DIGNITY. THE PROGRAM ALLOWS FAMILIES TO STAY IN THEIR HOME AND AVOID THE UNCERTAINTY, TRAUMA AND EXPENSE OF MOVING. PROJECTS CONSIST OF INTERIOR AND/OR EXTERIOR REPAIRS INTENDED TO ALLEVIATE CRITICAL HEALTH, LIFE AND SAFETY ISSUES OR CODE VIOLATIONS. VOLUNTEER TEAMS WORK ALONG WITH SUBCONTRACTORS UNDER THE DIRECTION OF HABITAT OMAHA STAFF MEMBERS TO COMPLETE THE REPAIRS. IN 2023, HABITAT OMAHA SERVED 5 LOCAL HOMEOWNERS, UNDER THIS PROGRAM. 28760 52908 MORTGAGE DISCOUNTS 1073309 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CHRISTINE TJELMELAND 4024575657 1229 MILLWORK AVE SUITE 301 OMAHA NE 68102 AMANDA BREWER PRESIDENT/CEO 1.00 39.00 X X 0 268440 11068 CHRISTINE TJELMELAND CHIEF FINANCIAL OFFICER 1.00 39.00 X X 0 158370 17183 JOHN HASKE CHIEF DEVELOPMENT OFFICER 1.00 39.00 X X 0 192256 31764 KENNETH MAR AREA DIRECTOR 35.00 5.00 X X 0 114441 18081 DREW LIER CHIEF CONSTRUCTION OFFICER 1.00 39.00 X 0 166755 48995 TRACIE MCPHERSON CHIEF COMMUNCIATIONS OFFICER 1.00 39.00 X 0 161448 26922 LACEY STUDNICKA CHIEF PROGRAMS OFFICER 1.00 39.00 X 0 155495 4665 JOANNA WRIGHT SR MORTGAGE OPS MGR 1.00 39.00 X 0 103471 20105 0 1320676 178783 0 0 1 0 0 163309 75129 238438 HOUSE SALES TO HOMEOWN 531390 864691 864691 MORTGAGE LOAN DISCOUNT 522292 52908 52908 917599 11272 11272 18815 15655 3160 3160 MISCELLANEOUS INCOME 900099 500 500 500 1170969 918099 0 14432 121619 121619 3669 3669 11840 11840 9065 9065 285 285 326 326 1467 986 481 3362 3362 2581 2581 705 705 7340 7340 175 175 212 212 COST OF HOMES SOLD 1001853 1001853 BUILDING COSTS AND CALL 38275 38275 MORTGAGE LENDING FEE 28760 28760 FAMILY PARTNERS AND PUB 2975 2975 3958 3121 837 1238467 1073309 164321 837 257194 82089 26908 957179 919113 875 0 2874 2715 334 159 2445139 3046359 3687629 4047720 102405 96923 697009 1125685 799414 1222608 X 2808870 2778266 79345 46846 2888215 2825112 3687629 4047720 -67498 4395 0 X 0 1 X 1 0 X X 1 HABITAT FOR HUMANITY OF OMAHA INC 363683625 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2874 2715 159 159 CONSTRUCTION IN PROGRESS 824784 DUE FROM HOAMS 2196569 DUE FROM HFHO REH 25006 3046359 DUE TO HABITAT OMAHA 1125685 1125685 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, 2023, 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 2020 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. FUNDRAISING EVENT 18815 18815 14540 1115 18815 18815 14540 1115 15655 3160 0 0 0 0 0 0 0 0 0 AMANDA BREWER PRESIDENT/CEO 0 218764 0 49676 0 0 0 7564 0 3504 0 279508 0 0 JOHN HASKE CHIEF DEVELOPMENT OFFICER 0 179169 0 13087 0 0 0 5943 0 25821 0 224020 0 0 DREW LIER CHIEF CONSTRUCTION OFFICER 0 142994 0 23761 0 0 0 5465 0 43530 0 215750 0 0 TRACIE MCPHERSON CHIEF COMMUNCIATIONS OFFICER 0 137058 0 24390 0 0 0 5035 0 21887 0 188370 0 0 CHRISTINE TJELMELAND CHIEF FINANCIAL OFFICER 0 158370 0 0 0 0 0 2700 0 14483 0 175553 0 0 LACEY STUDNICKA CHIEF PROGRAMS OFFICER 0 133462 0 22033 0 0 0 4665 0 0 0 160160 0 0 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 A SIGNED CONFLICT OF INTEREST STATEMENT IS OBTAINED, ANNUALLY, FROM EACH OFFICER, MEMBER OF THE BOARD OF THE ORGANIZATION, AND STAFF MEMBERS. EACH STATEMENT DOCUMENTS DIRECT BUSINESS RELATIONSHIPS, FAMILY BUSINESS RELATIONSHIPS AND INTER AND INTRA FAMILY AND BUSINESS RELATIONSHIPS, AND ARE REVIEWED FOR POTENTIAL CONFLICTS OF INTEREST. SUCH POTENTIAL CONFLICTS ARE REPORTED TO THE PRESIDENT AND THE BOARD OF DIRECTORS. A TRANSACTION IN WHICH A DIRECTOR HAS A CONFLICT OF INTEREST MAY BE APPROVED IN ADVANCE BY AFFIRMATIVE VOTE OF A MAJORITY OF THE BOARD OF DIRECTORS, OR A COMMITTEE OF THE BOARD OF DIRECTORS. AT THE STAFF LEVEL, NOTICE OF POTENTIAL CONFLICTS OF INTEREST ARE PROVIDED TO THE SUPERVISOR. SIGNIFICANT OR COMPLEX CONFLICTS ARE EXAMINED AND RESOLVED BY THE EXECUTIVE STAFF. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION IS COMMITTED TO ATTRACTING, RETAINING, AND MOTIVATING HIGHLY QUALIFIED EMPLOYEES AND LEADERSHIP ESSENTIAL TO ACHIEVING OUR MISSION. COMPENSATION IS DESIGNED TO BE FAIR, EQUITABLE, AND ALIGNED WITH INDUSTRY STANDARDS WHILE ENSURING FISCAL RESPONSIBILITY. WE STRIVE TO PROVIDE COMPENSATION THAT REFLECTS THE FOLLOWING KEY PRINCIPLES: BENCHMARKING AGAINST SIMILAR ORGANIZATIONS IN THE NONPROFIT AND PRIVATE SECTORS TO ENSURE THEY REMAIN COMPETITIVE AND CAPABLE OF ATTRACTING TOP TALENT, A COMBINATION OF BASE SALARY AND PERFORMANCE-BASED INCENTIVES THAT RECOGNIZE INDIVIDUAL AND ORGANIZATIONAL ACHIEVEMENTS, EQUITY AMONG ALL EMPLOYEES WITH CONSISTENT EVALUATION PROCESSES FOR SETTING AND REVIEWING SALARIES, ALIGNMENT WITH THE ORGANIZATION'S VALUES, MISSION, AND FINANCIAL POSITION. THE EXECUTIVE COMMITTEE (A SUB-COMMITTEE OF THE BOARD OF DIRECTORS) REVIEWS AND APPROVES THE CEO'S COMPENSATION AND PROVIDES AN OVERVIEW OF THE PROCESS, INCLUDING PERFORMANCE EVALUATION AND APPROVED COMPENSATION, TO THE FULL BOARD OF DIRECTORS. THE CEO SETS COMPENSATION FOR OFFICERS AND KEY EMPLOYEES WITH THE EXECUTIVE COMMITTEE SERVING IN AN OVERSIGHT AND ADVISORY ROLE. THE EXECUTIVE COMMITTEE REVIEWS PERFORMANCE AND COMPARABLE MARKET DATA FOR EACH OFFICER AND KEY EMPLOYEE AND CONDUCTS DETAILED DISCUSSIONS WITH THE CEO REGARDING COMPENSATION FOR EACH OF THESE POSITIONS. AN OVERVIEW OF THE EXECUTIVE COMMITTEE MEETING RELATED TO THE COMPENSATION REVIEW 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 MANAGER INCLUDES THE BY-LAWS, ARTICLES OF INCORPORATION, 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. HABITAT FOR HUMANITY OF OMAHA INC 1229 MILLWORK AVE STE 301 OMAHA NE 68102 363683625 AFFORDABLE HOMEOWNERSHIP NE 501(C)(3) LINE 10 N/A 0 HABITAT OMAHA AFFORDABLE MORTGAGE SOLUTIONS INC 1229 MILLWORK AVE STE 301 OMAHA NE 68102 871464065 MORTGAGE UNDERWRITING 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 OMAHA AFFORDABLE MORTGAGE SOLUTIONS INC L 858114 ORIGINATION OF MORTGAGES SOLD HABITAT FOR HUMANITY OF OMAHA INC O 146193 ACTUAL COST OF WAGES/BENEFITS HABITAT FOR HUMANITY OF OMAHA INC P 1092274 ACTUAL COSTS OF OTHER EXPENSES HABITAT FOR HUMANITY OF OMAHA INC R 1186624 ALL REVENUE