2025-03-17T11:51:41-05:00 2024-06-30 621142155 PUGH & COMPANY PC 315 N CEDAR BLUFF RD SUITE 200 KNOXVILLE TN 37923 990 2023-07-01 581727980 KNOXVILLE HABITAT FOR HUMANITY INC KNOX 8655233539 PO BOX 27478 KNOXVILLE TN 37927 ANNA ENGELSTAD INTERIM PRESIDENT/CEO 8655233539 2025-03-13 1 0 KELLY A TUCKER CPA P01015909 8657690660 2025-03-13 2023 2025-03-06 01:10:19Z ANNA ENGELSTAD PO BOX 27478 KNOXVILLE TN 37927 7559884 0 X WWW.KNOXVILLEHABITATFORHUMANITY.COM X 1985 TN BRINGING "PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE" THROUGH BUILDING AND SELLING AFFORDABLE HOMES TO LOW-INCOME FAMILIES. 21 21 49 2395 0 0 4122682 3904475 1772429 2024460 217448 149924 141221 278271 6253780 6357130 8000 68579 0 0 2409746 2570671 0 0 331854 3119606 4111805 5537352 6751055 716428 -393925 18160099 17539986 5161234 5123809 12998865 12416177 X SEEKING TO PUT GOD'S LOVE INTO ACTION, KNOXVILLE HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. OUR VISION IS A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE. 0 0 3638541 68579 2028981 KNOXVILLE HABITAT FOR HUMANITY PARTNERS WITH LOCAL LOW-INCOME FAMILIES TO HELP THEM BUILD A PLACE THEY CAN CALL HOME. FAMILIES WHO PARTNER WITH KNOXVILLE HABITAT EARN 80% OR LESS THAN THE AREA MEDIAN INCOME. WITH THE HELP OF VOLUNTEERS AND UNDER THE LEADERSHIP OF KNOXVILLE HABITAT, THE PARTNER FAMILY COMPLETES HOMEOWNER EDUCATION AND BUILDS A HOME. ONCE COMPLETED, THE FAMILY PURCHASES THE HOME AT AN AFFORDABLE AMOUNT WITH A 30-YEAR, 0%-INTEREST MORTGAGE. ALL PARTIES WORK TOGETHER TO HELP LOCAL FAMILIES BUILD THE STRENGTH, STABILITY AND INDEPENDENCE THEY NEED TO BUILD A BETTER LIFE FOR THEMSELVES AND THEIR FAMILIES. 613285 PARTNER FAMILIES COMPLETE 300 HOURS OF "SWEAT EQUITY" (HOMEOWNER EDUCATION) TO BUILD AND PURCHASE THEIR AFFORDABLE HOME. KNOXVILLE HABITAT FOR HUMANITY PROVIDES MORE THAN 200 HOMEOWNER EDUCATION CLASSES EACH YEAR. CLASSES ARE OFFERED ON MULTIPLE DAYS OF THE WEEK AND AT VARYING TIMES TO ACCOMMODATE SHIFT WORKERS. IN ADDITION TO WEEKLY BUDGETING CLASSES, THE CURRICULUM ALSO INCLUDES TOPICS SUCH AS: TELLING YOUR STORY, ORIENTATION 1 & 2, HOME MAINTENANCE, ENERGY EFFICIENCY, NUTRITION AND FOOD BUDGETS, GOOD NEIGHBOR 1 & 2, HOUSE CONSTRUCTION AND PURCHASE AGREEMENTS, AND A WILLS CLINIC. OUR FAMILY SERVICES STAFF WORK WITH FAMILIES BETWEEN CLASSES TO HELP THEM ADDRESS NEEDS AND NAVIGATE DEADLINES. KNOXVILLE HABITAT HAS A 96.7% HOMEOWNERSHIP SUCCESS RATE THAT IS GREATLY DUE TO THE OUTSTANDING 9 TO 18-MONTH HOMEOWNER EDUCATION AND FAMILY SUPPORT PROGRAM. 1191994 152475 EVERY PURCHASE CREATES AN OPPORTUNITY FOR A BETTER LIFE. THE KNOXVILLE HABITAT FOR HUMANITY RESTORE ACCEPTS DONATIONS OF NEW AND USED FURNITURE, CLOTHING, HOUSEHOLD ITEMS, BUILDING MATERIALS, APPLIANCES AND MORE AND OFFERS THESE ITEMS FOR SALE TO THE PUBLIC AT A FRACTION OF THE RETAIL PRICE. TAX-DEDUCTIBLE DONATIONS ARE ACCEPTED AT THE RESTORE, OR DONORS MAY ARRANGE FOR A SCHEDULED PICK UP FOR LARGER ITEMS. HIGHLY DESIRABLE ITEMS ARE MADE AVAILABLE FOR SALE TO THE PUBLIC, AND PROCEEDS FROM SALES HELP SUPPORT THE MISSION AND WORK OF KNOXVILLE HABITAT FOR HUMANITY. 5443820 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 39 2 1 49 1 0 0 0 0 0 0 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X ANNA ENGELSTAD 8655233539 PO BOX 27478 KNOXVILLE TN 37927 GARRY TENER CHAIRMAN ELECT 2.00 X 0 0 0 LAUREL HOWANITZ DIRECTOR 1.00 X 0 0 0 BRENT BALL TREASURER 1.00 X 0 0 0 GABRIEL BOLAS DIRECTOR 1.00 X 0 0 0 MICHAEL EWELL DIRECTOR 1.00 X 0 0 0 AARRON GRAY DIRECTOR 1.00 X 0 0 0 LYNNE LIDDINGTON DIRECTOR 1.00 X 0 0 0 MICHAEL SIMPSON DIRECTOR 1.00 X 0 0 0 JAMES TUTTLE DIRECTOR 1.00 X 0 0 0 ASHLEY CATE VOGEL DIRECTOR 1.00 X 0 0 0 MIKE SHAMBLIN DIRECTOR 1.00 X 0 0 0 JOSHUA BALL DIRECTOR 1.00 X 0 0 0 PAT BRIGHT DIRECTOR 1.00 X 0 0 0 PAMELA DAWSON DIRECTOR 1.00 X 0 0 0 TIFFANY MARTIN SECRETARY 1.00 X 0 0 0 PALMER CANTLER PAST CHAIR 1.00 X 0 0 0 LEANN HEIDENREICH DIRECTOR 1.00 X 0 0 0 TY HALL DIRECTOR 1.00 X 0 0 0 MIKE STEVENS DIRECTOR 1.00 X 0 0 0 LEEANN FOSTER DIRECTOR 1.00 X 0 0 0 TYLER LEWELLING DIRECTOR 1.00 X 0 0 0 ANNA ENGELSTAD PRESIDENT/CEO 40.00 X 106268 0 12183 KELLE SHULTZ FORMER CEO 40.00 X 143078 0 12932 LANCE WEEDEN CFO 40.00 X 119884 0 3597 369230 0 28712 3 0 1 0 ROMERO'S CONCRETE CONSTRUCTION INC 1728 LOVELL RD KNOXVILLE TN 37932 CONSTRUCTION 365512 MILLERS EXCAVATION 8008 CLINTON HWY POWELL TN 37849 CONSTRUCTION 130287 JIM MONROE PLUMBING 2004 COKER AVE KNOXVILLE TN 37920 PLUMBING 109907 3 1000000 112769 87662 2704044 1009110 3904475 HOMEOWNER MORTGAGES 525990 1440541 1440541 MORTGAGE AMORTIZATION 525990 583919 583919 2024460 134299 134299 2339 22040 0 8754 2339 13286 15625 15625 0 112769 27040 -27040 -27040 1319435 1166960 152475 152475 MISCELLANEOUS 900099 148315 148315 RECYCLING INCOME 900099 4521 4521 152836 6357130 2181456 0 271199 14000 14000 54579 54579 397942 397942 1658290 1383820 107603 166867 46873 31991 11024 3858 318299 236842 52898 28559 149267 101877 35105 12285 26829 3320 23509 28600 3539 25061 1640 1640 136751 93335 32161 11255 105803 56182 34 49587 210071 70574 111977 27520 348009 288957 55578 3474 58068 58068 50203 16404 21672 12127 232977 232977 20000 6719 10661 2620 121921 110948 7315 3658 61722 35876 25442 404 COSTS OF CONSTRUCTION 2576790 2576790 0 0 MISCELLANEOUS 112858 47459 55759 9640 REPAIRS/MAINTENANCE 19563 19563 0 0 6751055 5443820 975381 331854 368836 202676 2742342 2406581 743642 309232 7313909 7608124 256679 193918 60055 79998 4111123 1032937 2675102 3078186 102437 110972 3897097 3550299 18160099 17539986 202576 356529 112376 81275 3289789 3319889 1556493 1366116 5161234 5123809 X 10848738 10754901 2150127 1661276 12998865 12416177 18160099 17539986 X -393925 11237 -200000 X X 0 1 X 1 1 1 X 2878229 5137100 4621782 4122682 3904475 20664268 2878229 5137100 4621782 4122682 3904475 20664268 1907818 18756450 29463 26625 29707 61972 134299 282066 35438 136512 88892 37234 152836 450912 21397246 14560283 0.87660 0.87690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 102437 14975 4800 1640 110972 99703 8685 4700 1251 102437 118207 -12392 4700 1412 99703 96995 27003 4400 1391 118207 97795 4822 4400 1222 96995 0.00000 1.00000 0.00000 1 0 50000 50000 880245 417557 462688 203476 102723 100753 265769 157423 108346 2149425 562208 355234 2356399 3078186 HOMES UNDER CONSTRUCTION 2038925 OPERATING LEASE RIGHT-OF-USE ASSET 1229764 INVESTMENT IN LEASES 281610 3550299 LEASE TO OWN PAYMENTS 23524 OPERATING LEASE LIABILITY 1342592 1366116 6415392 11237 502186 513423 5901969 1640 453521 455161 6357130 6696957 0 6696957 1640 52458 54098 6751055 PART IV, LINE 2B: KNOXVILLE HABITAT FOR HUMANITY, INC. SERVICES MORTGAGES FOR THEIR FAMILIES AND HOLDS MONEY IN ESCROW. PART V, LINE 4: KNOXVILLE HABITAT FOR HUMANITY, INC. MAINTAINS AN ACCOUNT ("THE HABITAT FUND") WHICH IS HELD AND ADMINISTERED BY THE EAST TENNESSEE FOUNDATION ("ETF") FOR THE BENEFIT OF HABITAT. THE NET INCOME OF THE FUND, OR AN AMOUNT CALCULATED ACCORDING TO THE ANNUAL SPENDING RATE (A PERCENTAGE OF MARKET VALUE) SHALL BE DISTRIBUTED TO HABITAT EACH YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: PERMANENTLY RESTRICTED CONTRIBUTIONS 4,800. TEMPORARILY RESTRICTED CONTRIBUTIONS 497,386. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST INCOME AND INVESTMENT RETURN, NET 146,237. GAIN (LOSS) ON SALE OF ASSETS 13,286. GAIN ON SALE OF MORTGAGES 241,540. DISCOUNT OF MORTGAGE ORIGINATIONS RECLASSED AS GRANTS 52,458. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISCOUNT OF MORTGAGE ORIGINATIONS RECLASSED AS GRANTS 52,458. SHOOTING CLAY TOURNAMENT 100044 100044 850 23613 COVENANT BREAKFAST 4000 4000 0 4 8725 8725 976 1601 112769 112769 1826 25214 27040 -27040 1 HABITAT FOR HUMANITY INTERNATIONAL 121 HABITAT STREET AMERICUS GA 31709 911914868 501(C)3 14000 0 TITHES TO HABITAT FOR HUMANITY INTERNATIONAL (HFHI) SPECIFICALLY FOR FUNDING HOMES IN LESOTHO. KNOXVILLE HABITAT FOR HUMANITY'S BOARD OF DIRECTORS VOTES ANNUALLY TO TITHE $1,000 OF EACH HOME SOLD TO A LOCAL FAMILY TO SUPPORT HFHI'S WORK IN LESOTHO, A LANDLOCKED COUNTRY SURROUNDED BY SOUTH AFRICA. MORTGAGE ASSISTANCE 1 2121 FMV DISCOUNTS ON MORTGAGE ORIGINATIONS 5 52458 FMV PART I, LINE 2: THE DIRECTOR OF HABITAT FOR HUMANITY LESOTHO COMMUNICATES ROUTINELY WITH KNOXVILLE HABITAT FOR HUMANITY, SHARING SPECIFIC STORIES OF HOME BUILDS SUPPORTED BY THE TITHES AND INTRODUCING KNOXVILLE HABITAT TO FAMILIES DIRECTLY BENEFITING FROM THIS FUNDING. FURTHERMORE, KNOXVILLE HABITAT HAS ORGANIZED VOLUNTEERS TO WORK ON GLOBAL VILLAGE TRIPS IN LESOTHO, PROVIDING A FIRSTHAND OPPORTUNITY TO VIEW THE IMPACT OF THE TITHES. THE GRANT FUNDS IN THE UNITED STATES ARE MONITORED BY ACCOUNTING FOR EACH GRANT AS AN INDEPENDENT COST. THE GRANT FUNDS ARE ACCOUNTED FOR AS A DISTINCT, SEPARATE CATEGORY WITHIN THE ACCOUNTING SYSTEM. THE GRANT EXPENDITURES ARE ACCOUNTED FOR UTILIZING ADEQUATE DOCUMENTATION AND WITH A SYSTEM OF CHECKS AND BALANCES. THE GRANT EXPENDITURES ARE MONITORED TO ENSURE THAT OVER-SPENDING AND UNDER-SPENDING CAN BE ADDRESSED BEFORE THE END OF THE GRANT PERIOD TO ENSURE THAT GRANT FUNDS ARE SPENT FOR THEIR INTENDED PURPOSE AND CAN BE FULLY ACCOUNTED FOR AT ALL TIMES. X 0 0 0 0 0 0 0 0 0 KELLE SHULTZ FORMER CEO 143078 0 0 0 0 0 4396 0 8536 0 156010 0 0 0 DIAMOND BUILDING SERVICES LLC DIRECTOR BUSINESS 40283 ROOFING SUBCONTRACTING SERVICES 0 ARDURRA GROUP INC DIRECTOR BUSINESS 27538 ENGINEERING SERVICES 0 X 2 115989 NASDAQ X INVENTORY 0 972978 FAIR VALUE X BLDG MATERIALS 0 36132 FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS GABRIEL BOLAS AND TIFFANY MARTIN HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO ALL OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. FURTHER, THE FINANCE COMMITTEE APPROVES THE 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE IN WRITING TO THE BOARD OF DIRECTORS ANY PERSON TO WHOM THEY ARE CLOSELY RELATED OR ANY ORGANIZATION WITH WHICH THEY ARE AFFILIATED WHO OR WHICH PRESENTLY TRANSACTS BUSINESS WITH THE CORPORATION OR A RELATED ENTITY OR MIGHT REASONABLY BE EXPECTED TO DO SO IN THE FUTURE. EACH DISCLOSURE SHALL BE UPDATED AND RESUBMITTED TO THE SECRETARY OF THE BOARD ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED ANNUALLY. REGARDING THE PRESIDENT/CEO'S COMPENSATION, THE EXECUTIVE COMMITTEE MAKES ANY RECOMMENDATIONS AND APPROVES COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND BY-LAWS ARE KEPT BY THE OFFICE MANAGER AND ARE AVAILABLE FOR REVIEW UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND BY-LAWS ARE KEPT BY THE OFFICE MANAGER AND ARE AVAILABLE FOR REVIEW UPON REQUEST. FORM 990, PART XI, LINE 9: ADOPTION OF ASC 326 CREDIT LOSSES ADJUSTMENT -200,000. PART XII, LINE 2C NO CHANGE WAS MADE FROM PRIOR YEAR. HABITAT FOR HUMANITY INTERNATIONAL 121 HABITAT STREET AMERICUS GA 31709 911914868 BUILD HOMES IN OTHER COUNTRIES OC 501(C)(3) N/A 0 HABITAT FOR HUMANITY OF GREATER MEMPHIS 7136 WINCHESTER ROAD MEMPHIS TN 381252016 621157233 BUILD HOMES IN MEMPHIS, TN TN 501(C)(3) N/A 0 HABITAT FOR HUMANITY OF TENNESSEE PO BOX 10375 MURFREESBORO TN 37129 830368176 BUILD HOMES IN TENNESSEE TN 501(C)(3) N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 HABITAT FOR HUMANITY INTERNATIONAL B 14000 CASH HABITAT FOR HUMANITY INTERNATIONAL R 15000 CASH HABITAT FOR HUMANITY INTERNATIONAL C 34856 CASH HABITAT FOR HUMANITY TENNESSEE R 5000 CASH HABITAT FOR HUMANITY MEMPHIS C 6306 CASH HABITAT FOR HUMANITY TENNESSEE C 46500 CASH