2025-03-23T23:44:19-05:00 2024-06-30 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2023-07-01 541816368 BLUE RIDGE HABITAT FOR HUMANITY INC BLUE 5406627066 443 MILLWOOD AVENUE WINCHESTER VA 22601 KIM HERBSTRITT EXECUTIVE DIRECTOR 5406627066 2025-03-19 1 1 CHRIS FRYE CPA P01068721 5406623417 2025-03-19 2023 2025-03-06 01:10:19Z X KIM HERBSTRITT 443 MILLWOOD AVENUE WINCHESTER VA 22601 2197933 0 X HTTPS://BLUERIDGEHABITAT.ORG/ X 1997 VA 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. BLUE RIDGE HABITAT FOR HUMANITY ADHERES TO A STRICT NON-PROSELYTIZING POLICY AND WILL NOT BASE AN OFFER OF ASSISTANCE ON THE EXPRESSED OR IMPLIED CONDITION THAT PEOPLE ADHERE TO OR CONVERT TO A PARTICULAR FAITH OR LISTEN AND RESPOND TO MESSAGING DESIGNED TO INDUCE CONVERSION TO A PARTICULAR FAITH. 8 8 15 371 0 0 829882 988618 2405882 1061072 -140314 25729 48897 63480 3144347 2138899 0 0 0 0 497149 442182 0 0 68503 2694388 1724180 3191537 2166362 -47190 -27463 7617479 7113051 2997738 2479736 4619741 4633315 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. BLUE RIDGE HABITAT FOR HUMANITY ADHERES TO A STRICT NON-PROSELYTIZING POLICY AND WILL NOT BASE AN OFFER OF ASSISTANCE ON THE EXPRESSED OR IMPLIED CONDITION THAT PEOPLE ADHERE TO OR CONVERT TO A PARTICULAR FAITH OR LISTEN AND RESPOND TO MESSAGING DESIGNED TO INDUCE CONVERSION TO A PARTICULAR FAITH. 0 0 713987 352572 HOME CONSTRUCTION/HOMEOWNER PROGRAM: BLUE RIDGE HABITAT FOR HUMANITY (BRHFH) PROVIDES SAFE, AFFORDABLE HOUSING FOR LOW-INCOME FAMILIES IN THE CITY OF WINCHESTER, AND THE COUNTIES OF FREDERICK, CLARKE, AND SHENANDOAH EARNING 30% TO 80% OF THE AREA MEDIAN INCOME (AMI), AS DEFINED BY HUD. BY SETTING MORTGAGE PAYMENTS AT OR BELOW 30% OF GROSS ANNUAL INCOME, BRHFH ENSURES LONG-TERM AFFORDABILITY FOR HOMEOWNERS. AS AN AWARD-WINNING AFFORDABLE HOUSING BUILDER, BRHFH IS COMMITTED TO CONSTRUCTING HIGH-QUALITY, ENERGY-EFFICIENT, AND SUSTAINABLE HOMES THAT ARE NOT ONLY AFFORDABLE TO PURCHASE BUT ALSO ECONOMICAL TO MAINTAIN. AMID RISING CONSTRUCTION COSTS, BRHFH UTILIZES GRANTS AND DONOR SUPPORT TO HELP KEEP HOME SALE PRICES AFFORDABLE FOR FAMILIES. THE NATIONWIDE INCREASE IN HOME PRICES HAS PRICED MANY LOW-TO-MODERATE-INCOME FAMILIES OUT OF THE MARKET. BRHFH ADDRESSES THIS CHALLENGE BY OFFERING AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES THROUGH FUNDS RAISED VIA DONATIONS AND GRANTS. SINCE 1997, BRHFH HAS SERVED 89 FAMILIES, WITH PLANS TO INCREASE CONSTRUCTION OF HOMES IN THE NEXT YEAR. CURRENTLY, BRHFH IS MANAGING $1 MILLION IN PROJECTS, WITH THREE HOMES COMPLETED AND IN THE PROCESS OF CLOSING. THIS WORK UNDERSCORES BRHFH'S COMMITMENT TO MAKING A LASTING IMPACT ON WORKING FAMILIES AND THE COMMUNITY. 538747 242137 HOMEOWNERSHIP SERVICES PROGRAMS HOMEOWNERSHIP FOR LOW-INCOME FAMILIES HAS PROFOUND IMPACTS THAT EXTEND BEYOND FINANCIAL STABILITY, INFLUENCING OVERALL COMMUNITY WELL-BEING. SECURE, STABLE HOUSING IMPROVES MENTAL AND PHYSICAL HEALTH BY REDUCING STRESS, FOSTERING A SENSE OF SAFETY, AND PROVIDING A HEALTHIER LIVING ENVIRONMENT. FAMILIES WHO OWN HOMES EXPERIENCE GREATER HOUSING STABILITY, WHICH CONTRIBUTES TO IMPROVED EDUCATIONAL OUTCOMES FOR CHILDREN AND STRONGER SOCIAL TIES WITHIN THE COMMUNITY. ECONOMICALLY, HOMEOWNERSHIP STIMULATES LOCAL GROWTH BY INCREASING PROPERTY VALUES, GENERATING TAX REVENUE, AND PROMOTING INVESTMENTS IN NEIGHBORHOOD INFRASTRUCTURE. BY ENHANCING QUALITY OF LIFE AND CONTRIBUTING TO THE ECONOMIC VITALITY OF CITIES, AFFORDABLE HOMEOWNERSHIP PLAYS A CRITICAL ROLE IN CREATING HEALTHIER, MORE RESILIENT COMMUNITIES. BRHFH MANAGES A DIVERSE RANGE OF PROGRAMS AIMED AT MAXIMIZING OUR IMPACT. THE ORGANIZATION SERVICES A PORTFOLIO OF 50 ACTIVE MORTGAGES, ALL NON-INTEREST LOANS FOR INDIVIDUALS WHO COMPLETED THE HOMEOWNER PROGRAM. HOMEOWNERS' COMPLETE FINANCIAL EDUCATION, HOUSING COUNSELING, AND 250 HOURS OF SWEAT EQUITY BEFORE PURCHASING THEIR HOMES. BRHFH ALSO OWNS AND MANAGES RENTAL UNITS, PROVIDING BELOW-MARKET RENT TO QUALIFIED TENANTS. THESE RENTALS ARE PART OF BRHFH'S COMMITMENT TO PRESERVING AFFORDABLE HOUSING IN TARGETED NEIGHBORHOODS. 556012 463044 WINCHESTER RESTORE: THE WINCHESTER RESTORE SUPPORTS THE ORGANIZATION'S MISSION BY SELLING DONATED GOODS AT REDUCED PRICES, WITH PROCEEDS DIRECTLY FUNDING AFFORDABLE HOUSING. IN FY24, THE RESTORE DIVERTED TONS OF ITEMS FROM ENDING UP IN LANDFILLS, PROMOTING REUSE, RECYCLING, AND REPURPOSING ALL OF WHICH BENEFIT THE PLANET BY REDUCING ENVIRONMENTAL STRAIN. IN ADDITION, THE RESTORE PROVIDED LOCAL JOBS AND VOLUNTEER OPPORTUNITIES, SERVING APPROXIMATELY 19,000 CUSTOMERS. EVERY DOLLAR SPENT NOT ONLY SUPPORTS SUSTAINABLE SHOPPING BUT ALSO REINVESTS $1.70 INTO THE LOCAL ECONOMY, AMPLIFYING ITS IMPACT ON THE COMMUNITY. 53307 3319 HOME REPAIR AND AGING IN PLACE PROGRAM: BFHFH'S HOME REPAIR AND AGING IN PLACE PROGRAMS ASSISTS LOW-INCOME HOMEOWNERS, PARTICULARLY VETERANS AND SENIORS, WHO FACE CHALLENGES IN MAINTAINING THEIR HOMES DUE TO AGE, DISABILITY, AND/OR FINANCIAL CONSTRAINTS. THE PROGRAM FOCUSES ON CRITICAL HEALTH AND SAFETY REPAIRS, SUCH AS ROOF REPLACEMENTS, PORCH AND ENTRYWAY REPAIRS, AND ACCESSIBILITY MODIFICATIONS LIKE RAMP INSTALLATIONS. MAINTAINING A HOME IS CRUCIAL FOR LOW-INCOME SENIORS, AS IT PROVIDES THEM WITH STABILITY, INDEPENDENCE, AND A SENSE OF BELONGING IN THEIR COMMUNITIES. AGING IN PLACE ALLOWS SENIORS TO REMAIN IN FAMILIAR SURROUNDINGS, WHICH CAN SIGNIFICANTLY ENHANCE THEIR QUALITY OF LIFE AND EMOTIONAL WELL-BEING. HOWEVER, MANY FACE SUBSTANTIAL CHALLENGES, INCLUDING FIXED INCOMES THAT LIMIT THEIR ABILITY TO AFFORD NECESSARY REPAIRS AND MODIFICATIONS, SUCH AS INSTALLING GRAB BARS, FIXING LEAKS, OR IMPROVING ACCESSIBILITY. ADDITIONALLY, PHYSICAL LIMITATIONS AND HEALTH ISSUES CAN MAKE HOME MAINTENANCE DIFFICULT. WITHOUT ADEQUATE SUPPORT, THESE CHALLENGES CAN LEAD TO UNSAFE LIVING CONDITIONS, INCREASED STRESS, AND EVEN THE NEED TO RELOCATE TO ASSISTED LIVING FACILITIES. ADDRESSING THESE BARRIERS IS ESSENTIAL TO ENSURE THAT LOW-INCOME SENIORS CAN SUCCESSFULLY AGE IN PLACE WHILE MAINTAINING THEIR DIGNITY AND INDEPENDENCE. BRHFH COLLABORATES WITH VOLUNTEERS, LOCAL BUSINESSES, SUBCONTRACTORS, AND OTHER NON-PROFITS TO POOL RESOURCES AND COMPLETE REPAIRS THAT SUPPORT HOMEOWNERS TO AGE IN PLACE. BRHFH IS COMMITTED TO CONTINUING TO SERVE THE COMMUNITY, DEMONSTRATING OUR ONGOING DEDICATION TO SUPPORTING VULNERABLE HOMEOWNERS AND CREATING SAFER, MORE SUSTAINABLE LIVING ENVIRONMENTS. 53307 3319 1862053 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 7 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X THE ORGANIZATION 5406627066 443 MILLWOOD AVENUE WINCHESTER VA 22601 CARY KIMBLE SECRETARY 2.00 X X 0 0 0 RACHAEL HITE PRESIDENT 2.00 X X 0 0 0 WENDY CONNER DIRECTOR 1.00 X 0 0 0 MILLIE KETRON TREASURER 2.00 X X 0 0 0 HEATHER ARNOLD VICE PRESIDENT 2.00 X X 0 0 0 AUDRA GOLLENBERG PHD DIRECTOR 1.00 X 0 0 0 TONY LANDA DIRECTOR 1.00 X 0 0 0 MEGAN PACHAS DIRECTOR 1.00 X 0 0 0 KIM HERBSTRITT EXECUTIVE DIRECTOR 40.00 X 84324 0 14322 84324 0 14322 0 0 0 0 PRO-FINISH PAINTING & HOME IMPROVEMENTS 101 BLACKBURNS FORD DRIVE STEPHENS CITY VA 22655 GENERAL CONTRACTOR 288857 1 96506 751720 140392 988618 RESTORE SALES 459510 463044 463044 HOME SALES 531390 352572 352572 RENTAL INCOME 531110 147534 147534 MORTGAGE DISCOUNT AMOR 522292 94603 94603 HOME REPAIR 811000 3319 3319 1061072 12982 12982 13000 253 12747 12747 12747 117562 58781 58781 58781 MISCELLANEOUS INCOME 624200 4699 4699 4699 2138899 1061072 0 89209 X 82308 54872 18291 9145 332209 285713 8834 37662 27665 23208 1244 3213 29587 29587 7047 810 4893 1344 5153 -146 5299 12959 497 12412 50 13778 8267 2756 2755 2434 425 2009 8991 730 8261 12246 5479 3408 3359 7500 7500 25507 15304 5102 5101 40988 24500 13740 2748 HOUSING CONSTRUCTION, R 841882 841882 RESTORE COSTS OF GOODS 556012 556012 PROFESSIONAL SERVICES 76662 14691 60413 1558 REPAIRS AND MAINTENANCE 61192 5100 55023 1069 22242 17209 4534 499 2166362 1862053 235806 68503 1432610 792182 100975 0 6250 110459 1133075 1062287 872451 914444 21959 15392 4221176 394145 3773146 3827031 8049 8133 191424 321871 77540 61252 7617479 7113051 52852 51694 2252500 2252500 117238 100000 575148 75542 2997738 2479736 X 4593897 4522864 25844 110451 4619741 4633315 7617479 7113051 X -27463 35772 5265 X X 0 1 X 1 0 X 258679 750025 608381 829882 988618 3435585 258679 750025 608381 829882 988618 3435585 3435585 1190 5287 1227 8655 12982 29341 553 1003 3602 1695 4699 11552 3476478 8841211 0.98820 0.98750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 513505 513505 2147143 53679 2093464 209603 52660 156943 161747 138546 23201 1189178 149260 1039918 3827031 HOMEOWNER AND TENANT DEPOSITS 16440 ACCRUED PAYROLL TAXES 14464 ACCRUED OTHER EXPENSES 44638 75542 X 1623924 35772 -550747 -514975 2138899 0 2138899 1610350 0 1610350 556012 556012 2166362 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC 740-10-25. UNDER THESE PROVISIONS, THE ORGANIZATION MUST RECOGNIZE THE EFFECTS OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS AND ACCORDINGLY, NO AMOUNTS HAVE BEEN RECORDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET INCREASE IN BENEFICIAL INTEREST IN ASSETS HELD 5,265. RESTORE OPERATING COSTS -556,012. PART XII, LINE 4B - OTHER ADJUSTMENTS: RESTORE OPERATING COSTS 556,012. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS TO CHANGE THE AUTHORIZED NUMBER OF DIRECTORS FROM NOT LESS THAN 11 NOR MORE THAN 19 TO NOT LESS THAN 7 NOR MORE THAN 11. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO EACH BOARD MEMBER AND OFFICER FOR COMMENTS AND QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND OFFICER IS REQUIRED TO DISCLOSE, AT LEAST ANNUALLY, ANY KNOWN CONFLICTS OF INTEREST IN WRITING AND SUBMIT THEM TO THE ORGANIZATION'S PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR AND OTHER OFFICERS ON AN ANNUAL BASIS AND COMPARES TO OTHER ORGANIZATIONS OF SIMILAR SIZE. IN ADDITION, THE BOARD OF DIRECTORS UTILIZES A COMPENSATION STUDY COMPLETED BY HABITAT FOR HUMANITY INTERNATIONAL TO ASSIST WITH THEIR COMPENSATION REVIEW. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. 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. FORM 990, PART IX THE COSTS OF PROVIDING THE VARIOUS PROGRAMS, SUPPORTING SERVICES AND FUNDRAISING ACTIVITIES HAVE BEEN SUMMARIZED ON A FUNCTIONAL BASIS IN THE STATEMENT OF FUNCTIONAL EXPENSES. CERTAIN CATEGORIES OF EXPENSES ARE ATTRIBUTABLE TO MORE THAN ONE PROGRAM OR SUPPORTING FUNCTION AND ARE ALLOCATED ON A REASONABLE BASIS THAT IS CONSISTENTLY APPLIED. THE EXPENSES THAT ARE ALLOCATED ARE COMPENSATION AND BENEFITS, WHICH ARE ALLOCATED ON THE BASIS OF ESTIMATES OF TIME AND EFFORT; AND OCCUPANCY COSTS, WHICH ARE ALLOCATED ON A SQUARE FOOTAGE BASIS. FORM 990, PART XI, LINE 9: NET INCREASE IN BENEFICIAL INTEREST IN ASSETS HELD 5,265. MILLWOOD WORKS LLC 443 MILLWOOD AVENUE WINCHESTER VA 22601 OFFICE SPACE FOR BLUE RIDGE HABITAT FOR HUMANITY VA 0 2623237 BLUE RIDGE HABITAT FOR HUMANITY INC