2025-02-25T16:40:25-06:00 2024-06-30 844049075 HALEY & WOODS LLP 4220 CAHABA HEIGHTS COURT SUITE 201 BIRMINGHAM AL 35243 990 2023-07-01 630962910 GREATER BIRMINGHAM HABITAT FOR HUMANITY INC GREA 2057801234 4408 LLOYD NOLAND PKWY FAIRFIELD AL 350641467 CHARLES T MOORE PRESIDENT & CEO 2057801234 2025-02-25 1 1 JESSICA WOODS P02351080 2052771529 2025-02-25 2023 2025-03-06 01:10:19Z CHARLES T MOORE 4408 LLOYD NOLAND PKWY FAIRFIELD AL 350641467 17871879 0 X WWW.HABITATBIRMINGHAM.ORG X 1987 AL GREATER BIRMINGHAM HABITAT FOR HUMANITY, INC (THE ORGANIZATION) PROVIDES AFFORDABLE HOUSING SOLUTIONS BY CONSTRUCTING NEW SINGLE FAMILY HOUSES AND REVITALIZING EXISTING HOUSES. THEY ENCOURAGE FAMILY STABILITY AND PROMOTE SELF SUFFICIENCY, EDUCATIONAL ACHIEVEMENT AND RESPONSIBLE CITIZENSHIP WHILE SEEKING TO ELIMINATE POVERTY HOUSING. 20 20 42 4552 0 0 3186769 3836156 6338816 9140777 1524489 2384684 1020672 802665 12070746 16164282 75000 50000 0 0 1482532 1548408 0 0 206712 7675608 10815226 9233140 12413634 2837606 3750648 38829976 42455186 2751635 2626197 36078341 39828989 X GREATER BIRMINGHAM HABITAT FOR HUMANITY, INC (THE ORGANIZATION) PROVIDES AFFORDABLE HOUSING SOLUTIONS BY CONSTRUCTING NEW SINGLE FAMILY HOUSES AND REVITALIZING EXISTING HOUSES. THEY ENCOURAGE FAMILY STABILITY AND PROMOTE SELF SUFFICIENCY, EDUCATIONAL ACHIEVEMENT AND RESPONSIBLE CITIZENSHIP WHILE SEEKING TO ELIMINATE POVERTY HOUSING. 0 0 7731642 50000 7357995 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 THE LABOR OF VOLUNTEERS, PROSPECTIVE HOMEOWNERS, AND DEDICATED SUBCONTRACTORS, 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 FREE AND ENCOURAGE SELF-RELIANCE 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 LIFE UP THEIR ENTIRE FAMILY BY SAVING FOR THEIR FUTURE AND INVESTING IN EDUCATIONAL OPPORTUNITIES, BOLSTERING JOB OPPORTUNITIES AND LONG-TERM CAREER GROWTH. DURING FISCAL YEAR 2024, HABITAT COMPLETED THE CONSTRUCTION OF 26 HOMES FOR HOMEOWNERS AND THEIR FAMILIES AND WERE IN THE PROCESS OF ANOTHER 8. 2716588 2885448 CRITICAL REPAIR PROGRAM: OUR CRITICAL 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'S TEAM MEMBERS TO COMPLETE THE REPAIRS. IN THE FISCAL YEAR 2024, WE SERVED 259 HOMEOWNERS AND THEIR FAMILIES. 747562 1138437 THE RESTORE IS A DISCOUNT HOME IMPROVEMENT CENTER THAT SELLS NEW AND USED HOME IMPROVEMENT ITEMS TO THE PUBLIC AND FUNDS ARE USED TO PROVIDE AFFORDABLE HOUSING SOLUTIONS. IN ADDITION, THE RESTORE FURTHERS THE HABITAT MISSION BY ALLOWING FAMILIES WHO DO NOT HAVE THE FUNDS TOAFFORD TYPICAL REHAB OPPORTUNITIES TO BE ABLE TO FIX UP THEIR OWN HOMES AND HAS AN ENVIRONMENTAL COMPONENT BY KEEPING ITEMS THAT WOULD TYPICALLY END UP IN A LANDFILL IN USE. OUR PARTNER FAMILIES ARE REQUIRED TO SERVE IN THE RESTORE TO LEARN VALUABLE SKILLS ABOUT CUSTOMER SERVICE AND HOME REPAIR. 349399 676529 RENTAL: HABITAT PROVIDES AFFORDABLE RENTAL HOUSING UNITS TO FAMILIES. 349399 676529 11545191 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 40 0 1 42 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 0 1 1 1 1 1 1 1 1 1 1 AL X X CANDACE SAXON 2057801234 4408 LLOYD NOLAND PARKWAY FAIRFIELD AL 35064 ARLAN LEWIS CHAIRMAN 1.00 X X 0 0 0 LARRY NORRIS VICE-CHAIRMAN 1.00 X X 0 0 0 MARTY BROWN TREASURER 1.00 X X 0 0 0 LESLIE KLASING LEGAL COUNSEL 1.00 X X 0 0 0 PAULA BECK DIRECTOR 1.00 X 0 0 0 LEONARD CASEY DIRECTOR 1.00 X 0 0 0 STEPHEN CRIGLER DIRECTOR 1.00 X 0 0 0 DOUGLAS EDDLEMAN DIRECTOR 1.00 X 0 0 0 MARIA FRAZIER DIRECTOR 1.00 X 0 0 0 MICHAEL GRAHAM DIRECTOR 1.00 X 0 0 0 CALEB HOPKINS DIRECTOR 1.00 X 0 0 0 WAYNE JOHNSON DIRECTOR 1.00 X 0 0 0 JAMES KEMP DIRECTOR 1.00 X 0 0 0 CAROLINE POWELL DIRECTOR 1.00 X 0 0 0 JEAN SPEAR DIRECTOR 1.00 X 0 0 0 JAMES STEWART DIRECTOR 1.00 X 0 0 0 CORI FAIN DIRECTOR 1.00 X 0 0 0 ALICIA HUEY DIRECTOR 1.00 X 0 0 0 BOBBY HUMPHREY DIRECTOR 1.00 X 0 0 0 PAUL SCHABACKER DIRECTOR 1.00 X 0 0 0 CHARLES T MOORE PRESIDENT & CEO 36.00 4.00 X 175999 0 20643 CANDACE SAXON VP OF FINANCE 38.00 2.00 X 32696 0 934 208695 0 21577 1 0 1 0 PAINTING PERFECTION BY GARCIA PO BOX 638 CHELSEA AL 35043 GENERAL CONSTRUCT OF SINGLE FAMILY HOUSE 1919499 CS BEATTY CONSTRUCTION INC 1 CIVITAN PLACE BIRMINGHAM AL 35213 SITE PREPARATION FOR NEW LARGE SCALE DEV 1745919 DHA PRO CORP 3216 WESTBROOK DRIVE UNIT 102 BIRMINGHAM AL 35216 GENERAL CONSTRUCTION OF NEW SINGLE FAMIL 889525 RAY & COMPANY PLUMBING SERVICES LLC 741 PINE TREE ROAD CENTREVILLE AL 35042 PLUMBING FOR NEW SINGLE FAMILY HOUSES 330606 BEN MURPHY COMPANY 12730 COUNTY ROAD 65 N FOLEY AL 36535 FORTIFIED ROOFING OF EXISTING RESIDENTIA 284394 10 325898 1414987 2095271 621794 3836156 HOMEOWNERSHIP PROGRAM 531390 4492427 4492427 CRITICAL REPAIR PROGRA 811000 2885448 2885448 MORTGAGE AMORTIZATION 522292 853607 853607 RENTAL INCOME 532000 676529 676529 ADMINISTRATION FEES 900099 232766 232766 9140777 269717 269717 2114967 0 2114967 2114967 2114967 2499109 1707597 791512 791512 MISCELLANEOUS 900099 11153 11153 11153 16164282 12058409 0 269717 50000 50000 267231 113224 133742 20265 1034847 762771 168190 103886 47059 32782 8650 5627 99605 51661 30679 17265 99666 70301 20704 8661 31203 1224 29926 53 30140 1223 28866 51 6761 4487 2252 22 22278 3003 5034 14241 200690 160728 33949 6013 63053 23267 31854 7932 154169 112979 41190 58809 47897 9328 1584 37256 6771 12930 17555 31674 30891 783 216264 190891 25373 314082 268711 43161 2210 COST OF HOMES SOLD AND 6982802 6960906 21896 CRITICAL REPAIR COSTS 2568589 2568589 MORTGAGE SERVICING COST 70772 70772 MEMBERSHIP FEES 14696 4535 9001 1160 11988 7578 4223 187 12413634 11545191 661731 206712 5735163 9140814 120843 752581 95101 720081 967995 14689611 14136427 747905 539865 79924 104355 16585016 2362502 14511435 14222514 1141640 1129566 66623 45827 1016751 1320141 38829976 42455186 577212 547229 2174423 2078968 2751635 2626197 X 35710736 39718004 367605 110985 36078341 39828989 38829976 42455186 3750648 0 X X 0 1 X 1 1 1 X 2278691 1986056 2300641 3186769 3836156 13588313 2278691 1986056 2300641 3186769 3836156 13588313 319893 13268420 20102 15737 13616 110670 269717 429842 1059 1381 6809 4264 11153 24666 14042821 40427170 0.94490 0.98430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2019 AMOUNT: $ 1,059. 2020 AMOUNT: $ 1,381. 2021 AMOUNT: $ 6,809. 2022 AMOUNT: $ 4,264. 2023 AMOUNT: $ 11,153. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 968080 968080 3919040 2073741 2037469 3955312 140543 129617 10926 9483612 195416 9288196 14222514 X PART X, LINE 2: GREATER BIRMINGHAM HABITAT FOR HUMANITY, INC. (HABITAT), CENTRAL ALABAMA HOUSING ALLIANCE (CAHA), AND GBHFH FUNDING COMPANY I, LLC (GBHFH FUNDING) ARE ORGANIZED AS ALABAMA NOT-FOR-PROFIT CORPORATIONS AND HAVE BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN IRC SECTION 501(C)(3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION, AND HAVE BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. HABITAT AND CAHA ARE ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. GBHFH FUNDING IS CONSIDERED A DISREGARDED ENTITY AND CONSOLIDATED WITH HABITAT FOR TAX REPORTING PURPOSES. IN ADDITION, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE ORGANIZATION'S EXEMPT PURPOSES. MANAGEMENT HAS DETERMINED THAT HABITAT, CAHA, AND GBHFH FUNDING ARE NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAVE NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. MANAGEMENT BELIEVES THAT EACH ENTITY HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. 1 HABITAT FOR HUMANITY INTERNATIONAL INC 121 HABITAT STREET AMERICUS GA 31709 911914868 501(C)3 50000 0 N/A N/A TO AIDE THE ORGANIZATION'S EXEMPT PURPOSE X 0 0 0 0 0 0 0 0 0 CHARLES T MOORE PRESIDENT & CEO 175999 0 0 0 0 0 20643 0 0 0 196642 0 0 0 X 346925 THRIFT SHOP VALUE X 2 243018 MARKET VALUE X NEW APPLIANCES 29 31851 WHOLESALE PRICES 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF THE ORGANIZATION'S IRS FORM 990, THE RETURN IS REVIEWED BY SENIOR MANAGEMENT FOR ACCURACY AND COMPLETENESS. ONCE THE SENIOR MANAGEMENT HAS REVIEWED AND APPROVED THE FORM 990, THE RETURN IS SENT TO THE EXECUTIVE COMMITTEE FOR REVIEW. THE FORM 990 IS THEN REVIEWED WITH THE FULL BOARD OF DIRECTORS, APPROVED, AND THEN POSTED TO THE ORGANIZATION'S WEBSITE FOR ACCESS BY DIRECTORS AND THE PUBLIC. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT & CEO AND SENIOR MANAGEMENT REGULARLY MONITOR THE CONFLICT OF INTEREST POLICY AND RESPONSES TO THE POLICY ACKNOWLEDGEMENT TO ENSURE NO CONFLICT OF INTEREST EXISTS. IN THE CASE OF POTENTIAL CONFLICTS OF INTEREST, MULTIPLE BIDS ARE REQUIRED AND THE POTENTIALLY INTERESTED PARTY DOES NOT HAVE ANY INVOLVEMENT IN THE AWARDING OF BIDS. FULL DISCLOSURE IS MADE TO THOSE MAKING THE DECISION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, UNDER DIRECTION OF THE CHAIRMAN OF THE BOARD OF DIRECTORS, ANNUALLY REVIEWS THE COMPENSATION FOR THE ORGANIZATION'S PRESIDENT & CEO AND APPROVES ANY CHANGES. THE PRESIDENT & CEO REVIEWS ANNUALLY THE COMPENSATION FOR OTHER OFFICERS AND SENIOR MANAGEMENT OF THE ORGANIZATION AND APPROVES ANY CHANGES WITHIN THE RANGE PERMITTED BY THE ANNUAL BUDGET. THE ANNUAL BUDGET IS APPROVED BY THE BOARD AS A WHOLE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH BY IRC SECTION 6104(D). FORM 990, PART XII, LINE 2B THE ORGANIZATION ENGAGES AN INDEPENDENT CPA FIRM TO AUDIT ITS CONSOLIDATED FINANCIAL STATEMENTS ON AN ANNUAL BASIS. FORM 990, PART IX HABITAT IS COMMITTED TO EFFICIENCY AND TRANSPARENCY. WE COMMUNICATE WITH OUR SUPPORTERS, DONORS AND PROSPECTIVE DONORS BY EMAIL, POSTAL MAIL, PHONE, AND OTHER MEANS, BOTH TO REQUEST CONTRIBUTIONS TO OUR CAUSE AND TO EDUCATE THE PUBLIC ABOUT HABITAT'S YEAR-ROUND PROGRAMS, VOLUNTEER OPPORTUNITIES AND OTHER EVENTS IN LOCAL COMMUNITIES AND AROUND THE WORLD. THESE EFFORTS HELP ADVANCE OUR MISSION TO PUT GOD'S LOVE INTO ACTION BY BRINGING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. AS A RESULT, IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD GUIDELINES AND INTERNAL REVENUE SERVICE GUIDANCE, HABITAT ALLOCATES A PORTION OF OUR FUNDRAISING COSTS TO PROGRAM SERVICES. AS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL TAXATION, WE ENSURE OUR DONORS' MONEY IS SPENT AS EFFICIENTLY AND EFFECTIVELY AS POSSIBLE. DEPRECIATION, INSURANCE, AND UTILITIES ARE ALLOCATED BASED ON SQUARE-FOOTAGE USED BY EACH PROGRAM. WE ALLOCATE THESE COSTS IN COMPLIANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, OR GAAP ACROSS THE PROGRAM, MANAGEMENT AND GENERAL, AND FUNDRAISING CATEGORIES. FINALLY, SOME TEAM MEMBERS HAVE RESPONSIBILITIES THAT CROSS OVER FUNCTIONAL AREAS AND ARE ALLOCATED BASED ON ESTIMATES OF TIME AND EFFORT. GBHFH FUNDING COMPANY I LLC 4408 LLOYD NOLAND PARKWAY FAIRFIELD AL 35064 HOLDING OF MORTGAGE LOANS AND RELATED DOCUMENTS AL 43277 609938 GREATER BIRMINGHAM HFH CENTRAL ALABAMA HOUSING ALLIANCE 4408 LLOYD NOLAND PARKWAY FAIRFIELD AL 35064 464598185 TO PROVIDE QUALITY, SAFE, AFFORDABLE HOUSING TO LOWER INCOME RESIDENTS AL 501(C)(3) LINE 7 GREATER BIRMINGHAM HFH 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 CENTRAL ALABAMA HOUSING ALLIANCE D 1243261 CASH CENTRAL ALABAMA HOUSING ALLIANCE N N/A CENTRAL ALABAMA HOUSING ALLIANCE O 16536 CASH