2025-05-07T16:44:18-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET APPLETON WI 549115481 990 2023-07-01 391742974 GREATER FOX CITIES AREA HABITAT FOR HUMANITY INC HABI 9209548702 921 MIDWAY RD MENASHA WI 54952 JOHN WEYENBERG PRESIDENT/CEO 9209548702 2025-05-01 1 0 MICHAEL VANDENHOGEN P00499282 9207318111 2025-05-01 2023 2025-03-06 01:10:19Z JOHN WEYENBERG 921 MIDWAY RD MENASHA WI 54952 16077848 0 8545 X FOXCITIESHABITAT.ORG X 1992 WI BRING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. 18 18 0 1595 186087 6295 5794246 7315770 2617643 4283753 1463251 1961842 635763 209556 10510903 13770921 2782191 4113012 0 0 2673935 2857436 0 0 605539 4595050 5892051 10051176 12862499 459727 908422 18179562 19671058 4343982 4351479 13835580 15319579 X SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. 0 0 7680754 2231953 3951472 HOMEOWNERSHIP PROGRAM: FAMILIES IN NEED OF A DECENT PLACE TO LIVE BUILD SAFE AND AFFORDABLE HOMES IN PARTNERSHIP WITH US. HABITAT HOUSES ARE MODESTLY SIZED. THEY ARE LARGE ENOUGH FOR THE HOMEOWNER FAMILY'S NEEDS, BUT SMALL ENOUGH TO KEEP CONSTRUCTION AND MAINTENANCE COSTS AFFORDABLE. BY USING LABOR OF VOLUNTEERS AND PROSPECTIVE HOMEOWNERS, EMPLOYING EFFICIENT BUILDING METHODS, KEEPING HOUSE SIZES MODEST, USING DONATED CONSTRUCTION MATERIALS AND APPLIANCES, AND ISSUING NO-PROFIT LOANS, HABITAT MAKES ITS HOUSES AFFORDABLE FOR LOW-INCOME FAMILIES TO PURCHASE. AFFORDABLE HOMEOWNERSHIP HELPS CREATE THE CONDITIONS THAT FREE FAMILIES FROM INSTABILITY, STRESS AND FEAR, AND ENCOURAGE SELF-RELIEANCE AND CONFIDENCE. STUDIES SHOW THAT STRONG AND STABLE HOUSEHOLDS ARE FOUNDATIONAL TO CHILD DEVELOPMENT AND GROWTH. WHEN A HOME FOSTERS - INSTEAD OF HINDERS - HEALTH AND SAFETY, 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 CAREER GROWTH. DURING THE FISCAL YEAR, 19 FAMILIES ACHIEVED HOME OWNERSHIP THROUGH OUR HOMEOWNERSHIP PROGRAM. 1041422 176467 RESTORE PROGRAM: THE "RESTORE," IS A HOME IMPROVEMENT AND DONATION CENTER SELLING NEW AND GENLY USED FURNITURE, APPLIANCES, HOME GOODS, BUILDING MATERIALS AND MORE. DONATED PRODUCTS ARE SOLD TO THE GENERAL PUBLIC AT LESS THAN 50% OF THE RETAIL COST. THE RESTORE HAS THREE PRIMARY BENEFITS. FIRST, PROFITS FROM SALES FUND THE BUILDING OF ADDITIONAL HOMES FOR QUALIFIED FAMILIES. SECOND, WE DIVERT WASTE PRODUCTS FROM THE LANDFILL AND ENCOURAGE REUSE AND RECYCLING. LAST YEAR, NEARLY 506 TONS OF MATERIAL WERE DIVERTED FROM THE LANDFILL. FINALLY, DISCOUNTED PRODUCTS ALLOW FAMILIES AND PROPERTY OWNERS TO MAKE UPGRADES TO THEIR OWN HOMES THEY MAY NOT OTHERWISE BE ABLE TO AFFORD. 2551935 1881059 298450 NEIGHBORHOOD REVITALIZATION & HOME PRESERVATION PROGRAMS: THROUGH OUR NEIGHBORHOOD REVITALIZATION WORK, WE TAILOR OUR EFFORTS BY PARTNERING LOCALLY WITH RESIDENTS AND COMMUNITY LEADERS AND ORGANIZATIONS TO BEST ADDRESS THE REAL CONCERNS OF THE COMMUNITY AND IMPROVE THE LIVES OF THE PEOPLE WHO LIVE THERE. WE WORK ALONGSIDE RESIDENTS, COMMUNITY PARTNERS, FAITH PARTNERS AND OTHER SERVICE GROUPS TO REVITALIZE COMMUNITY SPACES, HOMES, SCHOOLS AND BUILDINGS NEEDING IMPROVEMENT. OUR HOME PRESERVATION 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 GREATER FOX CITIES AREA HABITAT FOR HUMANITY STAFF MEMBERS TO COMPLETE THE REPAIRS. IN ADDITION, WE OFFER SERVICES TO MITIGATE THE HEALTH RISKS FROM LEAD INGESTION TO ELIGIBLE HOMEOWNERS. WE FOCUSED ON 2 COMMUNITIES IN OUR NEIGHBORHOOD REVITALIZATION PROGRAM AND SERVED 111 FAMILIES THROUGH OUR HOME PRESERVATION PROGRAMS IN FISCAL YEAR 2024. 84248 45099 FINANCIAL AND HOMEBUYER EDUCATION PROGRAMS: AS PART OF THE HOMEOWNERSHIP PROCESS, WE BELIEVE EDUCATION BUILDS A MORE SOLID FOUNDATION FOR LONG-TERM PERSONAL SUCCESS AND HELPS ALLEVIATE ANY CONCERNS OR BARRIERS ON THE PATH TO HOMEONWERSHIP. DURING THESE EDUCATION CLASSES, WE COVER TOPICS SUCH AS BUDGETING, CREDIT CARDS AND CREDIT REPORTS, DEBT AND LOANS, SAVING, INVESTING AND PLANNING FOR THE FUTURE, EMERGENCY SITUATIONS, MORTGAGES, HEALTH AND HOME SAFETY, HOME MAINTENANCE AND BEING A GOOD NEIGHBOR. A MORE IN-DEPTH UNDERSTANDING OF THESE IMPORTANT CONCEPTS IS A TOOL THAT CAN BE USED TO BUILD A BETTER FUTURE. IN ADDITION, EACH FAMILY IN THE PROGRAM IS OFFERED A VOLUNTEER BUDGET COACH. IN FISCAL YEAR 2024, 32 FINANCIAL AND HOMEBUYER CLASSES WERE HELD AND OVER 60 HOURS OF BUDGET COACHING WERE PROVIDED FOR FAMILIES IN THE PROGRAM. ALMOST HOME PROGRAM: ALMOST HOME PROVIDES WRAP AROUND CASE MANAGEMENT SERVICES TO THOSE ACTIVELY WORKING TOWARD HOME OWNERSHIP AND PARTNER FAMILIES AT RISK OF DELINQUENCY. SERVICES OF THE PROGRAM INCLUDE ASSISTANCE FINDING OR IMPROVING EMPLOYMENT, IMPROVING CREDIT RATING, BUDGETING AND RESOLVING FAMILY OR HEALTH ISSUES. ADDITIONAL SERVICES INCLUDE HOMES THAT CAN BE RENTED UP TO 24 MONTHS BY FAMILIES WHO ARE PART OF THE ALMOST HOME PROGRAM. THE RENTALS PROVIDE A BRIDGE TO HOME OWNERSHIP AND PROVIDES AN AVENUE FOR FAMILIES THAT ARE EITHER IN AN UNSAFE OR UNAFFORDABLE HOUSING SITUATION. ALMOST HOME HAS BEEN A MAJOR FACTOR IN REDUCING HABITAT HOMEOWNERS' DELINQUENCY RATES TO WELL BELOW THE NATIONAL AVERAGE. IN FISCAL YEAR 2024, 31 FAMILIES WERE SERVED THROUGH THE ALMOST HOME PROGRAM. 84248 45099 11358359 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 61 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 WI X X BARBARA HALL 9209678892 921 MIDWAY RD MENASHA WI 54952 JACKIE WEBER TERM 825 DIRECTOR 2.00 X 0 0 0 KATHI SEIFERT TERM 825 CHAIRPERSON/DIRECTOR 3.00 X X 0 0 0 MIKE KALINOWSKI TERM 825 DIRECTOR 2.00 X 0 0 0 DAVID VAN LIESHOUT TERM 825 DIRECTOR 2.00 X 7005 0 0 MICHAEL WELLER TERM 825 DIRECTOR 2.00 X 0 0 0 CHARLIE GOFF TERM 825 TREASURER/DIRECTOR 2.00 X X 0 0 0 ROB UNDERHILL LEFT 823 DIRECTOR 2.00 X 0 0 0 TJ MINNEHAN TERM 826 VICE CHAIRPERSON/DIRECTOR 2.00 X X 0 0 0 RAYON BROWN TERM 826 DIRECTOR 2.00 X 0 0 0 DR SABRINA ROBINS TERM 824 SECRETARY/DIRECTOR 2.00 X X 0 0 0 GINA GLOVER TERM 824 DIRECTOR 2.00 X 0 0 0 JAMES WILLIAMS TERM 824 DIRECTOR 2.00 X 0 0 0 STACEY BARTLETT TERM 825 DIRECTOR 2.00 X 0 0 0 KEVIN BEAUCHAMP TERM 825 DIRECTOR 2.00 X 0 0 0 MARISSA DOWNS TERM 825 DIRECTOR 2.00 X 0 0 0 MARY LORNSON TERM 825 DIRECTOR 2.00 X 0 0 0 SHENG LEE YANG TERM 825 DIRECTOR 2.00 X 0 0 0 JEN BAUER TERM 826 DIRECTOR 2.00 X 0 0 0 BRIAN EPISCOPO TERM 826 DIRECTOR 2.00 X 0 0 0 JOHN WEYENBERG PRESIDENT/CEO 55.00 X 165570 0 12592 AMY RISTOW CHIEF OPERATING OFFICER 50.00 X 108432 0 19371 BARBARA HALL DIRECTOR OF FINANCE 50.00 X 109038 0 4736 390045 0 36699 3 0 1 0 INSPERITY PEO SERVICES LP 545 E JOHN CARPENTER FWY ST 1200 IRVING TX 75062 CO-EMPLOYER & PAYROLL SERVICES 3274148 RJR3 ENTERPRISES 235 E FRANCES STREET APPLETON WI 54911 CONSTRUCTION SERVICES 539851 IDEAL WINDOWS AND DOORS 609 MESA COURT WAUKESHA WI 53188 CONSTRUCTION SERVICES 464246 ROGER BOWERS CONSTRUCTION PO BOX 346 KAUKAUNA WI 54130 EXCAVATION 240492 KEAVENY CONTRACTING LLC 2601 SEIFERTH RD MADISON WI 53716 CONSTRUCTION SERVICES 223909 10 3102890 4212880 1274213 7315770 SALE TO HOMEOWNERS 236117 3824162 3824162 OWNER-OCCUPIED HOME REPAIR SERVIC 236118 267190 267190 MORTGAGE DISCOUNT AMORTIZATION 522292 127144 127144 RENTAL INCOME 531110 45099 45099 20158 20158 4283753 76981 76981 26339 11455 14884 14884 9620 5264 3114403 1229542 1884861 1884861 11268 1873593 1242397 1065930 176467 176467 18205 18205 18205 13770921 4295021 186087 1974043 76500 76500 4036512 4036512 315482 135038 129783 50661 2035689 1301781 406460 327448 100142 74938 15862 9342 172824 129327 27375 16122 233299 158295 44794 30210 4520 4520 62566 62566 219550 130499 67002 22049 143332 29830 37125 76377 77644 56752 12822 8070 85321 60876 15815 8630 337300 318287 12169 6844 40459 37757 975 1727 46007 17559 21748 6700 9621 9621 19817 15000 4817 128881 126562 2319 97364 66997 23301 7066 COST OF HOMES TRANSFRD 3978850 3978850 COST OF HOME REPAIR SER 260704 260704 TOOLS AND EQUIPMENT 124215 120038 4177 LEAD PROGRAM ADMINISTRA 44672 44672 211228 171964 16284 22980 12862499 11358359 898601 605539 322727 173592 1805990 1784804 220126 388460 12114 16882 1231304 2558194 3712386 4364359 73062 110797 3928196 938008 3061118 2990188 48950 48950 7691785 7234832 18179562 19671058 539635 822087 684883 590085 240167 245280 2542731 2331587 239880 241475 96686 120965 4343982 4351479 X 12457022 13803583 1378558 1515996 13835580 15319579 18179562 19671058 X 908422 23001 552576 X 0 1 X 1 1 1 X 3992640 4495286 4511286 5794246 7315770 26109228 3992640 4495286 4511286 5794246 7315770 26109228 256321 25852907 42288 37103 29890 53977 86297 249555 222426 240171 288484 158891 186087 1096059 5770 8865 14761 473542 18205 521143 27975985 16483597 0.92410 0.90890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 5,770. 2020 AMOUNT: $ 8,865. 2021 AMOUNT: $ 14,761. 2022 AMOUNT: $ 25,726. 2023 AMOUNT: $ 18,205. GAIN ON EXTINGUISHMENT OF NOTE PAYABLE - 2022 AMOUNT: $ 447,816. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 754236 754236 2760513 576616 2183897 18286 16238 2048 303781 261857 41924 91380 83297 8083 2990188 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 6599211 RENTAL PROPERTIES 514656 RIGHT-OF-USE ASSETS 120965 7234832 LEASE LIABILITIES 120965 120965 X 15526782 139687 1616174 1755861 13770921 0 13770921 14042783 116686 1063598 1180284 12862499 0 12862499 PART IV, LINE 2B: EACH FAMILY THAT WE HOLD A MORTGAGE FOR, EXCEPT THOSE WITH A HOME REPAIR LOAN, ARE REQUIRED (AS PART OF THEIR MONTHLY PAYMENT) TO SUBMIT PAYMENT TO BE HELD IN ESCROW FOR THEIR PROPERTY TAXES AND HOMEOWNER'S INSURANCE. HABITAT HOLDS THESE PAYMENTS IN A SEPARATE BANK ACCOUNT. ALL HOMEOWNER'S INSURANCE BILLS ARE SENT DIRECTLY TO HABITAT AND ARE PAID IMMEDIATELY UPON RECEIPT FROM THE ESCROW CHECKING ACCOUNT. THE PROPERTY TAX BILLS ARE SENT DIRECTLY TO THE HOMEOWNERS. HABITAT PULLS THE ONLINE PROPERTY TAX BILLS AND PAYS THE PROPERTY TAX BILLS IN DECEMBER UP TO THE AMOUNT THE HOMEOWNER HAS IN THEIR ESCROW ACCOUNT. IF THE PROPERTY TAX BILL IS GREATER THAN THE HOMEOWNER'S ESCROW ACCOUNT, THE FAMILY IS REQUIRED TO PAY THE ADDITIONAL AMOUNT TO HABITAT PRIOR TO HABITAT RELEASING THE AMOUNT DUE FOR THE EXCESS BALANCE. A SUMMARY OF ALL DISBURSEMENTS IS SENT TO EACH HOMEOWNER IN JANUARY. PART X, LINE 2: THE ORGANIZATION HAS RECEIVED EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE UNDER A GROUP EXEMPTION LETTER GRANTED TO HABITAT FOR HUMANITY INTERNATIONAL, INC. BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION IS ALSO EXEMPT FROM WISCONSIN INCOME TAXES. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE, HOWEVER, IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,065,930. RETURN ON BENEFICIAL INTEREST ON ASSETS HELD BY COMMUNITY FOUNDATION 538,789. RENT EXPENSES 11,455. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,065,930. GRANT RETURN -13,787. RENT EXPENSES 11,455. 1 HABITAT FOR HUMANITY INTERNATIONAL 121 HABITAT STREET AMERICUS GA 31709 911914868 501(C)(3) 76500 0 TO BUILD HOMES IN ZAMBIA & VIETNAM 1 0 INTEREST-FREE LOANS FOR HOMES AND HOME REPAIRS AT COST 43 2255308 FMV THE AMOUNT OF NON-CASH ASSISTANCE IS EQUAL TO THE FAIR VALUE OF INTEREST-FREE LOANS OVER MARKET RATE LOANS. FREE REPAIR SERVICES 92 1781204 COST THE AMOUNT OF NON-CASH ASSISTANCE IS EQUAL TO THE COST OF THE REPAIR SERVICES. PART I, LINE 2: ASSISTANCE PROVIDED THROUGH INTEREST-FREE LOANS IS MONITORED MONTHLY AS THE LOANS ARE REPAID. IF A HOMEOWNER SELLS THE HOME BEFORE THE LOAN IS REPAID, THE HOMEOWNER CAN KEEP ONLY THE AMOUNT OVER THE FAIR VALUE OF THE HOME AT THE TIME THE HOMEOWNER ORIGINALLY PURCHASES THE HOME PLUS THE AMOUNT THEY HAVE PAID DOWN ON THEIR MORTGAGES. ALL OTHER PROCEEDS FROM THE SALE ARE RETURNED TO THE ORGANIZATION. X X 0 0 0 0 0 0 0 0 0 JOHN WEYENBERG PRESIDENT/CEO 165570 0 0 0 0 0 9974 0 2618 0 178162 0 0 0 X BLDG MATERIALS 13889 1246462 SELLING PRICE OF GOO X SCHOOL SUPPLIES 5 10250 SELLING PRICE OF GOO X EQUIPMENT 3 9700 SELLING PRICE OF GOO X RENTAL PROPERTIES 1 7801 FMV AT DONATION 2 0 1 0 PART I, COLUMN (B): REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART V, LINE 2A: FOR 2023, THE ORGANIZATION HAD A CO-EMPLOYMENT AGREEMENT WITH INSPERITY PEO SERVICES, L.P. THE ORGANIZATION REPORTED NO EMPLOYEES ON 2023'S FORM W-3, AS THE ORGANIZATION'S EMPLOYEES WERE REPORTED AS EMPLOYEES OF INSPERITY PEO SERVICES, L.P. THE COMPENSATION PAID TO INSPERITY PEO SERVICES, L.P. FOR THESE EMPLOYEES IS INCLUDED IN THE FORM 990, PART VII, SECTION B. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WHICH HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S BOARD OF DIRECTORS IS PROVIDED A COPY OF THE FORM 990, AND THE FINANCE/AUDIT COMMITTEE, PRESIDENT/CEO AND DIRECTOR OF FINANCE REVIEW THE FORM 990 BEFORE THE FORM 990 IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS IS ANNUALLY GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY, AND THE DIRECTORS INDICATE IF THEY HAVE A CONFLICT. DURING THE YEAR, THE DIRECTORS ABSTAIN FROM VOTING IF THEY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION HAS A CO-EMPLOYMENT AGREEMENT WITH ANOTHER ENTITY. THE ORGANIZATION'S STAFF ARE COMPENSATED BY THIS OTHER ENTITY. EACH STAFF MEMBER'S POSITION IS EVALUATED AGAINST SIMILAR POSITIONS IN SALARY SURVEYS AND ADJUSTED FOR THE REGION. ONCE A BASE RATE FOR THE POSITION IS ESTABLISHED, THEN THE INDIVIDUAL STAFF MEMBERS ARE EVALUATED BASED ON YEARS OF EXPERIENCE, JOB RESPONSIBILITIES, AND PERFORMANCE TO ARRIVE AT THE ADJUSTED SALARY. THAT ANALYSIS WORK IS DONE BY THE PRESIDENT/CEO AND COO. THE PRESIDENT/CEO COMPLETES THE ANALYSIS FOR THE COO, AND THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS COMPLETES THIS ANALYSIS FOR THE PRESIDENT/CEO. ALL SALARY ADJUSTMENTS ARE APPROVED BY THE BOARD OF DIRECTORS THROUGH THE ANNUAL BUDGETING PROCESS. FORM 990, PART VI, SECTION B, LINE 15B: THE ORGANIZATION DOES NOT HAVE ANY OTHER OFFICERS OR KEY EMPLOYEES PER THE FORM 990 DEFINITIONS THAT ARE COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES COPIES OF ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION MAKES ITS AUDITED FINANCIAL STATEMENTS AND ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST AND THROUGH ITS WEBSITE. FORM 990, PART XI, LINE 9: GRANT RETURN 13,787. RETURN ON BENEFICIAL INTEREST ON ASSETS HELD BY COMMUNITY FOUNDATION 538,789.