2025-05-09T12:39:00-05:00 2024-06-30 580692043 Mauldin & Jenkins LLC 1401 Manatee Ave W Ste 1200 Bradenton FL 34205 990 2023-07-01 592236174 Habitat for Humanity for Lee and Hendry Counties Inc HABI 2396520434 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 Becky Lucas CEO 2396520434 2025-05-09 1 1 Brian Carter P00536712 9417474483 2025-05-07 2023 2025-03-06 01:10:19Z Becky Lucas 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 26736474 0 X www.habitat4humanity.org X 1982 FL 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 of Lee & Hendry Counties, 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. 20 20 104 2432 0 0 14081452 16152414 11865664 9865674 35716 -113650 2815091 671603 28797923 26576041 0 0 0 0 5861240 6617183 0 0 349729 21010625 19658945 26871865 26276128 1926058 299913 44789605 46490850 10317735 11699537 34471870 34791313 Seeking to put God's love into action, Habitat for Humanity brings people together to build homes, communities and hope. 0 0 18616027 5108852 In the fiscal year that ended June 30, 2024, Habitat sold 43 homes to low-income families utilizing low or no-interest mortgages with payments totaling approximately 30% or less of their income. An estimated 2432 volunteers assisted in our mission of building and delivering affordable homes. 4598762 3920646 Habitat's ReStore exists to provide revenue for our affordable home ownership mission and to provide home furnishings, appliances, building materials, and other items to our homeowners and the public at greatly reduced costs. Homeowners are given a discount at the store. Businesses and individuals donate new and used items to the stores. Homeowners and others volunteer in the stores to gain hours toward their sweat equity requirement and to keep the operating expenses as low as possible. During the Fiscal Year, there were an estimated 608 volunteers who assisted with our ReStores in various activities. 1119352 1186019 Habitat provides families with counseling services geared towards homeownership, debt management and foreclosure prevention. During the fiscal year ending June 30, 2024, Habitat provided counseling to 951 families. 24334141 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 6 0 104 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X X John J O'Donnell 2396521671 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 David Owen Board Chair 2.00 X X 0 0 0 Vicki Cooper Vice Chair 2.00 X X 0 0 0 Marion Briggs Treasurer 2.00 X X 0 0 0 Amanda Barritt Director 1.00 X 0 0 0 Tim Byal Director 1.00 X 0 0 0 Claudie Delgado Director 1.00 X 0 0 0 Ginny Dickinson Director 1.00 X 0 0 0 Jeananne Folaros Director 1.00 X 0 0 0 Diana Giraldo Director 1.00 X 0 0 0 Cheryl R Glover Director 1.00 X 0 0 0 Gary Griffin Director 1.00 X 0 0 0 John Hill Director 1.00 X 0 0 0 Steve McIntosh Director 1.00 X 0 0 0 Jesse Purdon Director 1.00 X 0 0 0 Sandra Stillwell Youngquist Director 1.00 X 0 0 0 Heather Turco Director 1.00 X 0 0 0 Tiffany Williams Director 1.00 X 0 0 0 Matthew Zwack Director 1.00 X 0 0 0 Selynto Anderson Director 1.00 X 0 0 0 John Talmage Director 1.00 X 0 0 0 Becky Lucas Executive Director 40.00 X 149640 0 30258 John O'Donnell CFO 40.00 X 156081 0 10268 Tanya Soholt COO 40.00 X 156884 0 13566 462605 0 54092 3 0 1 0 Universal Trax LLC 16341 Old Olga Rd Alva FL 33920 Land development 1533958 Cochran Concrete and Masonry LLC 5546 Berryman St Lehigh Acres FL 33971 Construction 1019540 L&A Truttling Cement & Masonry Inc 3416 Dora St Fort Myers FL 33916 Construction 993876 De Russ Plumbing 1002 NE 7th Ter Cape Coral FL 33909 Construction 691959 Gerwitz Construction Corp 15720 S Pebble Ln Fort Myers FL 33912 Construction 672658 5 1313030 5059830 9779554 4105832 16152414 Habitat First Mortgage 531390 5108852 5108852 Restore Sales 459510 3920646 3920646 Mortgage Interest 531390 414642 414642 Other Program Revenue 531390 323527 323527 Application Fees 531390 98007 98007 9865674 10641 10641 349843 0 349843 349843 349843 124291 -124291 -124291 -124291 24337 1313030 24337 0 333060 11805 321255 321255 Refunds, Reimbursements 531390 505 505 505 26576041 10215517 0 208110 516698 439193 51671 25834 4782387 4059501 561454 161432 1318098 1173326 107463 37309 24613 8320 16293 50150 50150 226448 25718 180062 20668 82819 80191 2628 424579 337180 44068 43331 273526 193439 65595 14492 1493764 1126531 365249 1984 11389 11389 92044 51992 36267 3785 78799 27048 51751 207182 185469 21713 259202 232733 26469 Cost of Home Constructi 10207864 10207864 Cost of Donated Materia 3920646 3920646 Repairs & Maintenance 1620915 1609654 11261 Tithe and other contrib 355900 355900 329105 288047 2792 38266 26276128 24334141 1592258 349729 1769010 1297901 644115 237762 1150556 474896 795446 33518 17027661 16624014 48397 33387 85692 78891 4856314 2558865 1508107 2297449 66141 63317 21694480 25349715 44789605 46490850 2011527 1809852 98050 129148 4150127 6695436 500000 500000 3558031 2565101 10317735 11699537 X 32531252 33475729 1940618 1315584 34471870 34791313 44789605 46490850 299913 19530 0 X X 0 1 X 1 0 X 5318781 10938767 11008038 14081452 16152414 57499452 5318781 10938767 11008038 14081452 16152414 57499452 415828 57083624 4404 4893 4606 12203 360484 386590 12371 129656 1186017 1449866 505 2778415 60664457 57104533 0.94100 0.93700 X Schedule A, Part II, Line 10, Explanation of Other Income: Misc Refunds Reimbursement - 2019 Amount: $ 12,371. 2020 Amount: $ 129,656. 2021 Amount: $ 1,186,017. 2022 Amount: $ 1,449,866. 2023 Amount: $ 505. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 Part II-B, Line 1: CEO and Board members would meet with local legislators, County Commissioners, and City Council Members to talk about affordable housing issues, including reducing impact fee's for building affordable housing in Lee & Hendry Counties. No funds were used, just the time of the CEO and board members to either call or meet with legislators. 0 1 X 346353 346353 3129780 1300576 1829204 174488 156368 18120 190830 175047 15783 1014863 926874 87989 2297449 Home Construction in Progress 9532821 Land Held for Home Sites 13417556 Right of use assets, operating 2377675 Right of use assets, financing 21663 25349715 Deferred Gift Annuity Liability 30881 PPP Loan 56701 Lease liabilities, operating 2457367 Lease liabilities, financing 20152 2565101 X 24526213 19530 1851288 1870818 22655395 3920646 3920646 26576041 24206770 1851288 1851288 22355482 3920646 3920646 26276128 Part IV, Line 2b: Downpayments on purchase of low-income housing by qualifying homeowners. Part X, Line 2: The Internal Revenue Service has determined that the Organization is exempt from federal income taxes under the provisions of Internal Revenue Code Section 501(c)(3). Accordingly, no provision for income taxes has been made in these financial statements. Management of Habitat considers the likelihood of changes by taxing authorities in its exempt organization returns and discloses potential significant changes that management believes are more likely than not to occur upon examination by tax authorities. Management has not identified any uncertain tax positions in filed returns that require disclosure in the accompanying financial statements. Habitat files the Form 990 in the U.S. federal jurisdiction. Part XI, Line 4b - Other Adjustments: Cost of Donated Materials 3,920,646. Part XII, Line 4b - Other Adjustments: Cost of Donated Materials 3,920,646. Pelican Landing 652659 650663 1996 1996 Women Build 684708 662367 22341 1000 21341 3 1337367 1313030 24337 1000 23337 24337 0 333060 4118 7687 1 0.97000 333060 4118 7687 11805 321255 FL 0 Not required by the State of Florida 0 0 0 1.00000 John O'Donnell 12751 New Brittany Blvd Ste 100 Fort Myers FL 33907 0 John O'Donnell X 0 X X 0 0 0 0 0 0 0 1 0 Becky Lucas Executive Director 146040 0 0 0 3600 0 10359 0 19899 0 179898 0 0 0 Tanya Soholt COO 121310 0 31974 0 3600 0 9648 0 3918 0 170450 0 0 0 John O'Donnell CFO 125026 0 30455 0 600 0 9235 0 1033 0 166349 0 0 0 Part I, Line 7 Bonuses are issued based on organization and individual performance goals. Amounts are determined by the Executive Committee each year and approved by the Board of Directors. X 3920646 Restore Value X 11 37279 Auction X 4 62258 FMV X 1 67886 Appraisal X Building Materials, Paint, blinds, electrical, etc. 5 17763 Invoice 0 1 0 Form 990, Part VI, Section B, line 11b The 990 will be reviewed and approved by the Finance Committee. Form 990, Part VI, Section B, line 12c Each board member will notify the board of any transactions or relationships that they have that could conflict with Habitat. In addition, if the board is voting to do business with the company that a board member works with or serves on their board, that board member will abstain from voting on the motion. Annually the directors sign a form indicating any conflicts or lack thereof. Form 990, Part VI, Section B, line 15 The CEO reports directly to the Executive Committee who determine and approve compensation. Form 990, Part VI, Section C, line 19 Documentation is provided to the State for publication on a public site (www.guidestar.org, www.charitynavigator.org). Audited financials are on the organization's website and available upon request. Form 990, Part XII, Line 2c The processes for auditor selection and review of audited financial statements have not changed from the previous year. 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