2025-05-15T17:41:32-05:00 2024-06-30 741130599 PATTILLO BROWN & HILL LLP P O BOX 20725 WACO TX 767020725 990 2023-07-01 202556383 HABITAT FOR HUMANITY TEXAS INC HABI 5125235725 P O BOX 850 BUDA TX 78610 DAVID MCGUIRE VP- FINANCE AND AUDIT 5125235725 2025-05-09 1 1 SHARON M HERWALD CPA P00079864 2547724901 2023 2025-03-06 01:10:19Z HABTEX MORTGAGE DAVID MCGUIRE P O BOX 850 BUDA TX 78610 1213563 0 X WWW.HABITATTEXAS.ORG X 2005 TX HABITAT OFFICES ACROSS TEXAS RELY ON HABITAT FOR HUMANITY TEXAS TOSTRENGHTEN EFFORTS TO ADDRESS THE AFFORDABLE HOUSING CRISIS THAT FACECOMMUNITIES ACROSS THE STATE. HABITAT TEXAS DOES THIS BY EMPOWERINGTHEM THROUGH TECHNICAL ASSISTANCE, TRAINING, FUNDRAISING SUPPORT, LEGISLATIVE ADVOCACY, MORTGAGE SERVICES AND MORE. 11 11 10 350 0 0 855119 495079 362765 658105 252 60379 0 0 1218136 1213563 0 0 0 0 642485 718479 0 0 75855 527324 458617 1169809 1177096 48327 36467 1404227 2073330 988043 1620679 416184 452651 X HABITAT OFFICES ACROSS TEXAS RELY ON HABITAT FOR HUMANITY TEXAS TOSTRENGHTEN EFFORTS TO ADDRESS THE AFFORDABLE HOUSING CRISIS THAT FACECOMMUNITIES ACROSS THE STATE. HABITAT TEXAS DOES THIS BY EMPOWERINGTHEM THROUGH TECHNICAL ASSISTANCE, TRAINING, FUNDRAISING SUPPORT, LEGISLATIVE ADVOCACY, MORTGAGE SERVICES AND MORE. 0 0 41524 IN THE REALM OF DISASTER PREPAREDNESS, RESOURCE DEVELOPMENT, ANDRECOVERY, HABITAT TEXAS PLAYS A PIVOTAL ROLE, SERVING AS THE LEADHABITAT VOICE ON STATEWIDE VOLUNTEER ORGANIZATIONS SERVING INDISASTERS. FOLLOWING THE DEVASTATING WINTER STORM URI, WE TOOKIMMEDIATE ACTION TO SUPPORT HABITAT AFFILIATES AND COMMUNITIES INNAVIGATING THE CHALLENGES OF DISASTERS. 239874 567761 HABTEX MORTGAGE - HABITAT TEXAS SERVICED 1600 LOANS IN 2024 FOR 29AFFILIATES, WHICH IS ALMOST HALF THE TEXAS NETWORK. LOAN SERVICING ISTHE PROCESS BY WHICH A COMPANY COLLECTS INTEREST, PRINCIPAL, AND ESCROWPAYMENTS FROM A BORROWER. AS A PART OF THIS, HABITAT TEXAS HELPEDCOUNSEL HABITAT HOMEBUYERS IN FINANCIAL LITERACY AND FORECLOSUREAVOIDANCE, RESPONSIBLE USE OF CREDIT, AND MORE. 359962 55875 LONE STAR ACADEMY - BRINGING TOGETHER THE MOST NUMBER OF TEXAS HABITATSIN THE NATION, THE LONE STAR SUMMIT SERVES AS A DYNAMIC HUB FORKNOWLEDGE EXCHANGE, FOSTERING COLLABORATION AND INNOVATION WITHIN THETEXAS HABITAT NETWORK. BY BRINGING TOGETHER PASSIONATE STAFF ANDVOLUNTEERS, THE SUMMIT PROVIDES A PLATFORM TO SHARE BEST PRACTICES,TACKLE CHALLENGES, AND EXPLORE EMERGING TRENDS IN THE AREAS OFLEADERSHIP, CONSTRUCTION, VOLUNTEER MANAGEMENT, FUNDRAISING, ANDMORTGAGE HOMEBUYER SERVICES. THROUGH INTERACTIVE SESSIONS, WORKSHOPS,AND NETWORKING OPPORTUNITIES, PARTICIPANTS GAIN VALUABLE INSIGHTS,ENHANCE THEIR SKILLS, AND BUILD STRATEGIC PARTNERSHIPS. IN AUGUST 2023,HABITAT TEXAS HOSTED 33 AFFILIATES WITH 214 ATTENDEES IN 48 SESSIONSWITH AN AVERAGE RATING OF 9.4 OUT OF 10 STARS. 190811 94816 LEADER RETREAT - THE HABITAT TEXAS LEADER RETREAT IS AN ANNUAL GATHERING OF23 INDIVIDUALS REPRESENTING 23 AFFLIATES FROM AFFILIATES ACROSS THE STATE. THIS UNIQUE RETREAT FOCUSES ON DEVELOPING THE OFTEN-OVERLOOKED SOFT SKILLS OF LEADERSHIP--SUCH AS EMOTIONAL INTELLIGENCE, COMMUNICATION, STRATEGIC THINKING, AND RESILIENCE--THAT ARE CRITICAL TO NONPROFIT SUCCESS BUT RARELY TAUGHT. THROUGH GUIDED DISCUSSIONS, PEER LEARNING, AND EXPERT FACILITATION,LEADERS LEAVE BETTER EQUIPPED TO INSPIRE TEAMS, NAVIGATE CHALLENGES, AND BUILD STRONGER COMMUNITIES. WITH SUPPORT FROM FUNDERS, THIS RETREAT ENSURES THAT THOSE AT THE HELM OF AFFORDABLE HOUSING EFFORTS IN TEXASCONTINUE TO GROW AS COMPASSIONATE, EFFECTIVE, AND VISIONARY LEADERS. 190811 94816 832171 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X AMY LEDBETTER PARHAM 5125235725 12420 HEWITT LANE AUSTIN TX 78748 MIHA VINDIS PRESIDENT 3.00 X X 0 0 0 ELLEN DECAREAU SECRETARY 2.00 X X 0 0 0 CRAIG CHICK VP STRATEGY & ALLIANCE/SEC 3.00 X X 0 0 0 DAVID MCGUIRE VP FINANCE/TREASURER 2.00 X X 0 0 0 ANDY YORK VP AFFILIATE AFFAIRS 1.00 X X 0 0 0 BARRETT WATSON VP - GOVERNANCE 1.00 X X 0 0 0 ROBERT BAKER DIRECTOR 1.00 X 0 0 0 LAJUAN GORDON DIRECTOR 1.00 X 0 0 0 PHILIP STACY DIRECTOR 1.00 X 0 0 0 JOHN ALEXANDER DIRECTOR 4.00 X 0 0 0 MICHAEL TAYLOR DIRECTOR 1.00 X 0 0 0 LEAH MCWHINNIE DIRECTOR 1.00 X 0 0 0 AMY PARHAM EXECUTIVE DIRECTOR 40.00 X 176482 0 13933 176482 0 13933 1 0 1 0 0 150350 344729 495079 MORTGAGE SERVICING 522291 567761 567761 SEMINAR & TRAINING INC 900099 90344 90344 658105 32 32 60347 0 60347 60347 60347 1213563 718452 0 32 180448 140750 21654 18044 450597 351466 54071 45060 30906 24106 3709 3091 10721 8362 1286 1073 45807 35729 5498 4580 366 366 22778 22778 48272 10607 33896 3769 23537 7224 16313 73235 64678 8557 60652 55521 5131 6980 5414 1566 103027 99249 3778 3200 3200 4882 4882 6340 1855 4247 238 MISCELLANEOUS 59421 12227 47194 BAD DEBTS 34510 34510 DISASTER RELIEF 11417 11417 1177096 832171 269070 75855 1120097 1622666 162598 144336 101973 292737 4098 3012 108295 97716 15461 10579 1404227 2073330 14930 64635 122400 113145 850689 1428991 24 13908 988043 1620679 X 416184 447651 5000 416184 452651 1404227 2073330 36467 0 X 0 1 X 0 0 X 678263 540509 789008 855119 495079 3357978 678263 540509 789008 855119 495079 3357978 3357978 25 48 121 252 32 478 3358456 2093725 0.99990 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 383 400 783 831388 832171 149826 37457 0 0 172094 181615 170563 149826 674098 1011147 1533 62 30136 783 32514 43024 45404 42641 37457 168526 252789 1387 62 29568 383 31400 PART I-A, LINE 1: HABITAT FOR HUMANITY TEXAS HELD A STATEWIDE TRAINING EVENT ON HOW TO ENGAGE ELECTED OFFICIALS, AND PUT UP POSTERS AND SIGNAGE AT THE CAPITOL BUILDING TO ADVANCE AFFORDABLE HOUSING UNDERSTANDING. ADDITIONALLY, THE CEO PROVIDED WRITTEN AND ORAL TESTIMONY TO STATE OFFICIALS (LEGISLATIVE AND AGENCY)AND MET WITH LEGISLATIVE STAFF. 0 1 X 108295 97716 10579 10579 PAYROLL LIABILITIES 13908 13908 X 1213563 0 1213563 0 1213563 1177096 0 1177096 0 1177096 PART IV, LINE 2B: THE ORGANIZATION BEGAN SERVICING MORTGAGES ON BEHALF OF OTHER HABITAT FOR HUMANITY AFFILIATES. THESE FUNDS ARE HELD IN ESCROW UNTIL THEY ARE PAID OVER TO THE APPROPRIATE ORGANIZATIONS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), THOUGH IT WOULD BE SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSES (UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC). CONTRIBUTIONS TO THE ORGANIZATION ARE TAX DEDUCTIBLE TO DONORS UNDER SECTION 170 OF THE IRC. THE ACCOUNTING STANDARDS ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESS THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM A TAX POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR FISCAL YEARS 2024 AND 2023. THE PREVIOUS THREE YEARS REMAIN SUBJECT TO EXAMINATION BY TAX JURISDICTIONS. 1 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH ESTABLISHED INTERNAL CONTROLS AND REGULAR FINANCIAL OVERSIGHT. ALL GRANT-RELATED INCOME AND EXPENSES ARE TRACKED IN DETAIL WITHIN QUICKBOOKS ACCOUNTING SOFTWARE. PROGRAM STAFF AND LEADERSHIP REVIEW EXPENDITURES TO ENSURE ALIGNMENT WITH GRANT PURPOSES, AND PERIODIC REPORTS ARE GENERATED TO ASSESS PROGRESS AND COMPLIANCE. SUPPORTING DOCUMENTATION IS MAINTAINED FOR ALL DISBURSEMENTS, AND GRANT OUTCOMES ARE EVALUATED THROUGH NARRATIVE AND/OR FINANCIAL REPORTING, AS REQUIRED BY EACH GRANT AGREEMENT. 1 X X 0 0 0 0 0 0 0 0 0 AMY PARHAM EXECUTIVE DIRECTOR 176482 0 0 0 0 0 7724 0 6209 0 190415 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATIONAL STRUCTURE DOES NOT UTILIZE SUBCOMMITTEES; THEREFORE, THERE ARE NO RECORDED MINUTES. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE 990 IS REVIEWED BY THE TREASURER BEFORE FILING AND THEN SENT TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNNUALLY, THE VICE PRESIDENT OF GOVERNANCE ON THE BOARD OF DIRECTORS REVIEWS THE POLICY WITH THE BOARD. BOARD MEMBERS FILL OUT CONFLICT OF INTEREST FORMS, WHICH ARE FILED AND MONITORED FOR ANY SITUATION WHICH MAY ARISE. FORM 990, PART VI, SECTION B, LINE 15 IN THE PAST, COMPENSATION HAS BEEN COMPARED WITH A SALARY SURVEY OF HABITAT FOR HUMANITY AFFILIATES AND A SALARY SURVEY BY THE TEXAS ASSOCIATION OF NONPROFIT ORGANIZATIONS. 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. FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE IN THE FORM OF THE ANNUAL REPORT.