2026-05-18T08:09:35-05:00 2025-12-31 350865680 PILE CPA'S ONE INDIANA SQUARE STE 1200 INDIANAPOLIS IN 46204 990 2025-01-01 994539172 HABITAT HOMEOWNERSHIP FINANCE SOLUTIONS INC HABI 3179212121 3135 N MERIDIAN STREET INDIANAPOLIS IN 46208 JIM MORRIS BOARD PRESIDENT 3179212121 2026-05-07 1 JEREMY C KOPECK CPA P00967303 3172693454 2026-05-07 2025 2025-03-06 01:10:19Z JIM MORRIS 3135 N MERIDIAN STREET INDIANAPOLIS IN 46208 6898682 0 X N/A X 2024 IN THE CORPORATION IS ORGANIZED FOR THE CHARITABLE PURPOSE OF PROVIDING AFFORDABLE HOME MORTGAGES. 5 3 0 5 0 0 0 125000 0 210473 0 3205105 0 276165 0 3816743 0 0 0 0 0 0 0 0 0 623674 3768914 623674 3768914 -623674 47829 906631 6391876 1530305 6967721 -623674 -575845 X THE CORPORATION IS ORGANIZED AND SHALL OPERATE EXCLUSIVELY FOR CHARITABLE PURPOSES OF PROVIDING AFFORDABLE HOME MORTGAGES TO ASSIST LOW AND MODERATE-INCOME FAMILIES WHO LACK ACCESS TO CAPITAL, WITH THE PURPOSE OF PROVIDING SERVICES THAT EXPAND HOMEOWNERSHIP OPPORTUNITIES TO UNDERSERVED INDIVIDUALS AND FAMILIES, AND ANY OTHER PURPOSES DESCRIBED IN SECTION 501(C)3 OF THE INTERNAL REVENUE CODE OR ANY CORRESPONDING PROVISIONS OF FUTURE UNITED STATED REVENUE LAWS. 0 0 3768914 3666576 PROVIDE ACCESSIBLE AND AFFORDABLE HOME MORTGAGES TO EMPOWER LOW- AND MODERATE-INCOME FAMILIES WHO HAVE LIMITED ACCESS TO TRADITIONAL CAPITAL, EXPANDING PATHWAYS TO SUSTAINABLE HOMEOWNERSHIP AND STRENGTHENING COMMUNITIES. 3768914 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 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 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 1 0 IN X THE ORGANIZATION 3179212121 3135 N MERIDIAN STREET INDIANAPOLIS IN 46208 JIM MORRIS BOARD PRESIDENT 1.00 39.00 X X 0 238059 13707 ANNIE COSTLOW BOARD TRESURER 8.00 32.00 X X 0 145429 11890 RACHEL NELSON DIRECTOR 0.01 X 0 0 0 BRANDON TAYLOR DIRECTOR 0.01 X 0 0 0 MATT FORTNEY DIRECTOR 0.01 X 0 0 0 0 383488 25597 0 0 1 0 0 125000 125000 MORTGAGE LOAN DISC AMORT 230000 210473 210473 210473 25167 25167 6261877 3081939 3179938 3179938 3179938 OTHER INCOME 900099 276165 276165 276165 3816743 3666576 0 25167 MORTGAGE DISCOUNT 3618846 3618846 MORTGAGE SERVICE EXPENS 109086 109086 MICELLANEOUS 40000 40000 BANK FEES 982 982 3768914 3768914 0 0 517808 542820 2274192 125000 388823 3449864 906631 6391876 1530305 6967721 1530305 6967721 X -623674 -575845 -623674 -575845 906631 6391876 47829 0 X 0 1 X 1 0 X X 1 HABITAT FOR HUMANITY OF GREATER INDIANAPOLIS INC 351715910 7 1 3768914 0 1 3768914 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 RELATED PARTY PAYABLE 4832699 MORTGAGE SERVICE AGREEMENT 2135022 6967721 X 3816743 0 3816743 0 3816743 3768914 0 3768914 0 3768914 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON ITS RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVIDSION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN MADE. THE ORGANIZATION FILES THE REQUIRED FEDERAL AND STATE INFORMATION RETURNS. WHENEVER TAX RETURNS ARE FILED, THE FILING ORGANIZATION MUST EVALUATE THE MERITS OF ITS TAX POSITIONS AND DETERMINE IF THEY WILL BE ULTIMATELY SUSTAINED. THOSE TAX POSITIONS FOR THE ORGANIZATION INCLUDE MAINTAINING THEIR TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME. THE ORGANIZATION BELIEVES THESE POSITIONS ARE SUSTAINABLE. ALTHOUGH THE ORGANIZATION HAS NOT INCURED ANY INTEREST AND PENALTIES ASSOCIATED WITH THESE POSITIONS, IT IS IN THEIR POLICY TO EXPENSE THEM IN THE STATEMENT OF ACTIVITIES. X X 0 0 0 0 0 0 0 0 0 JIM MORRIS BOARD PRESIDENT 0 238059 0 0 0 0 0 4726 0 8981 0 251766 0 0 ANNIE COSTLOW BOARD TRESURER 0 145429 0 0 0 0 0 2908 0 8982 0 157319 0 0 FORM 990, PART V, LINE 2A NO EMPLOYEES EXIST FOR THE ORGANIZATION. THE ORGANIZATION OPERATES UNDER A SHARED SERVICE AGREEMENT WITH HABITAT FOR HUMANITY OF GREATER INDIANAPOLIS, INC. THAT OUTLINES THE SERVICES PROVIDED, EXPECTATIONS, AND RESPONSIBLITIES. TO ENSURE IT CONTINUES TO MEET ORGANIZATIONAL NEEDS AND DELIVER VALUE, THE AGREEMENT IS REVIEWED AND EVALUATED ON AN ANNUAL BASIS BY THE BOARD OF DIRECTORS, ALLOWING BOTH PARTIES TO ASSESS PERFORMANCE AND MAKE ANY NECESSARY ADJUSTMENTS. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES CURRENTLY EXIST. FORM 990, PART VI, SECTION B, LINE 11B STAFF COMPLETED A PRE-QUESTIONNAIRE. APPLICABLE CHANGES WERE MADE BEFORE THE FORM 990 WAS COMPLETED. FULL BOARD WAS ALSO GIVEN ACCESS TO THE FORM 990 FOR REVIEW AND QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. BOARD MEMBERS ARE NOT PERMITTED TO VOTE ON ANY ITEMS FOR WHICH A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15B NO EMPLOYEES EXIST FOR THE ORGANIZATION. THE BOARD PRESIDENT AND TREASURER ARE EMPLOYEES OF HABITAT FOR HUMANITY OF GREATER INDIANAPOLIS, INC. ("HHGI") AND SERVE AS PRESIDENT & CEO AND CFO, RESPECTIVELY. THE ORGANIZATION OPERATES UNDER A SHARED SERVICE AGREEMENT WITH HABITAT FOR HUMANITY OF GREATER INDIANAPOLIS, INC. THAT OUTLINES THE SERVICES PROVIDED, EXPECTATIONS, AND RESPONSIBLITIES. TO ENSURE IT CONTINUES TO MEET ORGANIZATIONAL NEEDS AND DELIVER VALUE, THE AGREEMENT IS REVIEWED AND EVALUATED ON AN ANNUAL BASIS BY THE BOARD OF DIRECTORS, ALLOWING BOTH PARTIES TO ASSESS PERFORMANCE AND MAKE ANY NECESSARY ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST OF THE ORGANIZATION'S TREASURER. . HABITAT DEVELOPMENT CORPORATION 3135 N MERIDIAN STREET INDIANAPOLIS IN 46208 880949388 HOUSING DEVELOPMENT IN 1741942 803184 HABITAT FOR HUMANITY OF GREATER INDIANAPOLIS INC HABITAT FOR HUMANITY OF GREATER INDIANAPOLIS INC 3135 N MERIDIAN STREET INDIANAPOLIS IN 46208 351715910 AFFORDABLE HOME RENOVATIONS IN 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 HABITAT FOR HUMANITY OF GREATER INDIANAPOLIS INC R 40000 ACTUAL COST HABITAT FOR HUMANITY OF GREATER INDIANAPOLIS INC S 257570 ACTUAL COST