2024-01-08T12:45:45-05:00 2023-06-30 391392227 HUBERTY & ASSOCIATES SC 825 S TAYLOR DR SHEBOYGAN WI 53081 990 2022-07-01 391750309 HABITAT FOR HUMANITY LAKESIDE INC HABI 9204583399 PO BOX 973 SHEBOYGAN WI 530820973 ANDRES ARAUJO PRESIDENT 9204583399 2024-01-03 ANDRES ARAUJO 999009999 false KARIN G HARMS CPA P00073773 9204522255 2024-01-03 2022 2023-04-26 12:10:37Z ANDRES ARAUJO PO BOX 973 SHEBOYGAN WI 530820973 1388460 false X WWW.HABITATLAKESIDE.COM X 1993 WI SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY LAKESIDE BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITY, AND HOPE. 13 13 21 426 0 484950 454481 543213 363296 144393 12879 194029 264314 1366585 1094970 0 0 442768 495438 0 66967 914339 742351 1357107 1237789 9478 -142819 1922313 1914345 404835 433624 1517478 1480721 X SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY LAKESIDE BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITY, AND HOPE. false false 1023190 363296 HOME BUYER PROGRAM: THROUGH OUR HOME BUYER PROGRAM, WE BUILD NEW CONSTRUCTION OR REHABILITATE DISTRESSED HOMES IN SHEBOYGAN COUNTY, AND SELL THEM TO FAMILIES WHO MEET OUR PROGRAM QUALIFICATIONS. THIS PROGRAM PROVIDES BENEFITS TO BOTH HOME BUYERS AND THE COMMUNITY. HOME BUYERS BENEFIT FROM DECENT, AFFORDABLE HOUSING WHILE THE COMMUNITY BENEFITS FROM THE REDEVELOPMENT OF NEIGHBORHOODS, AN INCREASE IN TAX REVENUE, AND STABLE, AFFORDABLE HOUSING. OUR HOME BUYER PROGRAM DOES NOT GIVE HOUSES AWAY. FAMILIES SPEND "SWEAT EQUITY" HOURS HELPING TO BUILD THEIR HOME, PAY A DOWN PAYMENT AT CLOSING, AND MAKE MONTHLY MORTGAGE PAYMENTS CONSISTING OF BOTH A PRINCIPLE PAYMENT TO PAY OFF THEIR LOAN AND AN ESCROW PAYMENT TO PAY FOR HOMEOWNER'S INSURANCE AND PROPERTY TAXES. HABITAT HOMES ARE MADE AFFORDABLE THROUGH VOLUNTEER LABOR, IN-KIND PARTNERSHIPS AND AFFORDABLE FINANCING PROVIDED BY HABITAT. THE TYPICAL COST TO CONSTRUCT ONE HOME THROUGH THIS PROGRAM IS 150,000. THIS INCLUDES SUPPLIES ONLY, AND DOES NOT INCLUDE ADMINISTRATION AND OVERHEAD EXPENSES. DURING THE FISCAL YEAR, 2 HOMES WERE COMPLETED WITH 7 INDIVIDUALS WERE SERVED. HOME REPAIR PROGRAM: THROUGH OUR HOME REPAIR PROGRAM, WE OFFER AFFORDABLE FINANCING TO HOMEOWNERS IN SHEBOYGAN COUNTY WHO MEET OUR PROGRAM QUALIFICATIONS. WE THEN COMPLETE REPAIRS OR COORDINATE SUBCONTRACTORS TO COMPLETE REPAIRS AS OUTLINED IN OUR CONTRACT WITH A HOMEOWNER. THIS PROGRAM PROVIDES BENEFITS TO HOMEOWNERS AND THE COMMUNITY. HOMEOWNERS BENEFIT FROM AN AFFORDABLE HOME REPAIR OPTION AND AN IMPROVEMENT IN THEIR QUALITY OF LIFE AT HOME, WHILE THE COMMUNITY BENEFITS FROM THE REDEVELOPMENT OF NEIGHBORHOODS AND THE MAINTENANCE OF HOUSING STOCK. OUR HOME REPAIR PROGRAM IS NOT A HANDOUT, BUT RATHER, A HAND UP. HOMEOWNERS SPEND "SWEAT EQUITY" HOURS HELPING WITH THEIR REPAIR (TO THE EXTENT THAT THEY ARE ABLE TO), PAY A DOWN PAYMENT AND REPAY A LOAN. REPAIR PROJECTS ARE MADE AFFORDABLE THROUGH VOLUNTEER LABOR, IN- KIND PARTNERSHIPS AND THE AFFORDABLE FINANCING PROVIDED BY HABITAT. THE TYPICAL COST TO COMPLETE ONE REPAIR THROUGH THIS PROGRAM CAN RANGE FROM 500 TO OUR MAXIMUM LOAN AMOUNT OF 15,000. THIS INCLUDES SUPPLIES AND SOME ADMINISTRATION/OVERHEAD. DURING THE FISCAL YEAR, 3 PROJECTS WERE COMPLETED WITH 7 INDIVIDUALS SERVED. ROCK THE BLOCK: SIMILAR TO THE HOME REPAIR PROGRAM, ROCK THE BLOCK FOCUSES ON COMPLETING REPAIRS NEEDED TO A HOMEOWNER'S HOUSE. WE FOCUS ON ONE PARTICULAR NEIGHBORHOOD, ENGAGE THE RESIDENTS OF THAT COMMUNITY, AND COMPLETE MULTIPLE PROJECTS IN A 3-DAY PERIOD. WE RECRUIT A LARGE NUMBER OF VOLUNTEERS TO ASSIST US WITH REVITALIZING THE CHOSEN AREA. WHILE NEW HOME CONSTRUCTION CONTINUES TO PLAY A VITAL ROLE, AT THE SAME TIME REHABILITATION OF HOMES, HOME PRESERVATION, AND OTHER SERVICES ALLOWS HABITAT TO SERVE MORE FAMILIES. ROCK THE BLOCK STARTS AT THE GRASSROOTS LEVEL - WITH PEOPLE IN THE COMMUNITY DETERMINING THE GOALS FOR THEIR NEIGHBORHOOD. DURING THE FISCAL YEAR, 9 PROJECTS WERE COMPLETED WITH 25 INDIVIDUALS SERVED. 1023190 true true false false false false false false false false true false false true true true true false false false false false false false true false false false false false false false false false false false false false true false false false false true false false false true 0 0 21 true false false false false false true true false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true true false WI X X SUE MICHELS 9204583399 1911 N 8TH ST SHEBOYGAN WI 53081 NICHOLA ZOHRAB EXECECUTIVE 40.00 X 67725 0 8035 ANDRES ARAUJO PRESIDENT 2.00 X X 0 0 0 RAEANN BEEBE SECRETARY 2.00 X X 0 0 0 JACOB BOYER DIRECTOR 2.00 X 0 0 0 CURT BRAUER DIRECTOR 2.00 X 0 0 0 DIANE EBENREITER DIRECTOR 2.00 X 0 0 0 CHAD FRITZ VICE PRESIDE 2.00 X X 0 0 0 ANNE GAMOKE DIRECTOR 2.00 X 0 0 0 CHRISTOFER KENNEDY TREASURER 2.00 X X 0 0 0 ALAYNE KRAUSE DIRECTOR 2.00 X 0 0 0 ROSS NIEMI DIRECTOR 2.00 X 0 0 0 KIRK OBEAR DIRECTOR 2.00 X 0 0 0 TOM WAROSH DIRECTOR 2.00 X 0 0 0 TODD WOLF DIRECTOR 2.00 X 0 0 0 67725 8035 false false false 67096 75000 312385 104786 454481 TRANSFERS TO HOMEOWNERS 900099 234324 234324 PROGRAM SERVICE FEES 900099 89994 89994 MORTGAGE DISCOUNT AMORT. 236000 38978 38978 363296 12879 12879 16421 67096 40005 -23584 -23584 4093 4093 4093 534961 253485 281476 86105 195371 MISCELLANEOUS 900099 2329 2329 2329 1094970 449401 191088 81112 68945 12167 290934 242058 15957 32919 7718 6590 262 866 74962 53733 12365 8864 40712 27072 8732 4908 19763 19763 2056 2056 44582 44582 29025 14105 11406 3514 24246 24246 4923 4923 3657 914 2743 3284 3284 10000 10000 26632 25321 1311 9872 5923 3949 MATERIALS & PROPERTY ACQ 420531 420531 MORTGAGE DISCOUNT EXP 99012 99012 PROGRAM EXPENSES 33893 33893 TELEPHONE 3944 986 1972 986 6931 6931 1237789 1023190 147632 66967 X 245127 62957 199993 409120 263161 10000 25812 44314 498565 542229 39624 131796 8765 8287 803321 215573 641266 587748 117894 1922313 1914345 62390 102955 191783 180007 150662 150662 404835 433624 X 1251950 1468354 265528 12367 1517478 1480721 1922313 1914345 -142819 106062 X false true X true false X 238201 406895 757712 484950 454481 2342239 238201 406895 757712 484950 454481 2342239 365597 1976642 289 154 221 419 12879 13962 1717 13643 25412 40772 3571 294 3880 2991 2329 13065 2410038 1703195 0.82020 0.76710 X PART II, LINE 10 OTHER REVENUE 13,065 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66000 66800 132800 271946 83017 188929 256812 54088 202724 44847 38512 6335 96916 39956 56960 587748 ERC RECEIVABLE 106062 INTEREST RECEIVABLE 11832 117894 EIDL LOAN 149900 ESCROW DEPOSITS 762 150662 X 1146364 12460 38934 51394 1094970 1094970 1289183 12460 38934 51394 1237789 1237789 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION HAS BEEN CLASSIFIED AS AN OTHER-THAN PRIVATE FOUNDATION AND IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED BUSINESS. THE ORGANIZATION HAS EVALUATED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATIONS FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2023 AND 2022. ALL YEARS NOT CLOSED BY STATUTE OF LIMITATIONS IN JURISDICTIONS REMAIN OPEN FOR EXAMINATION. SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING EXPENSES 38,934 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES 38,934 GALA 61167 49861 11306 11687 750 11306 850 1761 ROCK THE BLOCK 14933 14933 5327 579 645 1729 76100 64794 11306 17014 750 11885 1495 3490 34634 -23328 WI X 85472 THRIFT VALUE X RAFFLE BASKETS 88 19314 FAIR MARKET VALUE false false false FORM 990, PAGE 2, PART III, LINE 4A HOME BUYER PROGRAM: THROUGH OUR HOME BUYER PROGRAM, WE BUILD NEW CONSTRUCTION OR REHABILITATE DISTRESSED HOMES IN SHEBOYGAN COUNTY, AND SELL THEM TO FAMILIES WHO MEET OUR PROGRAM QUALIFICATIONS. THIS PROGRAM PROVIDES BENEFITS TO BOTH HOME BUYERS AND THE COMMUNITY. HOME BUYERS BENEFIT FROM DECENT, AFFORDABLE HOUSING WHILE THE COMMUNITY BENEFITS FROM THE REDEVELOPMENT OF NEIGHBORHOODS, AN INCREASE IN TAX REVENUE, AND STABLE, AFFORDABLE HOUSING. OUR HOME BUYER PROGRAM DOES NOT GIVE HOUSES AWAY. FAMILIES SPEND "SWEAT EQUITY" HOURS HELPING TO BUILD THEIR HOME, PAY A DOWN PAYMENT AT CLOSING, AND MAKE MONTHLY MORTGAGE PAYMENTS CONSISTING OF BOTH A PRINCIPLE PAYMENT TO PAY OFF THEIR LOAN AND AN ESCROW PAYMENT TO PAY FOR HOMEOWNER'S INSURANCE AND PROPERTY TAXES. HABITAT HOMES ARE MADE AFFORDABLE THROUGH VOLUNTEER LABOR, IN-KIND PARTNERSHIPS AND AFFORDABLE FINANCING PROVIDED BY HABITAT. THE TYPICAL COST TO CONSTRUCT ONE HOME THROUGH THIS PROGRAM IS 150,000. THIS INCLUDES SUPPLIES ONLY, AND DOES NOT INCLUDE ADMINISTRATION AND OVERHEAD EXPENSES. DURING THE FISCAL YEAR, 2 HOMES WERE COMPLETED WITH 7 INDIVIDUALS WERE SERVED. HOME REPAIR PROGRAM: THROUGH OUR HOME REPAIR PROGRAM, WE OFFER AFFORDABLE FINANCING TO HOMEOWNERS IN SHEBOYGAN COUNTY WHO MEET OUR PROGRAM QUALIFICATIONS. WE THEN COMPLETE REPAIRS OR COORDINATE SUBCONTRACTORS TO COMPLETE REPAIRS AS OUTLINED IN OUR CONTRACT WITH A HOMEOWNER. THIS PROGRAM PROVIDES BENEFITS TO HOMEOWNERS AND THE COMMUNITY. HOMEOWNERS BENEFIT FROM AN AFFORDABLE HOME REPAIR OPTION AND AN IMPROVEMENT IN THEIR QUALITY OF LIFE AT HOME, WHILE THE COMMUNITY BENEFITS FROM THE REDEVELOPMENT OF NEIGHBORHOODS AND THE MAINTENANCE OF HOUSING STOCK. OUR HOME REPAIR PROGRAM IS NOT A HANDOUT, BUT RATHER, A HAND UP. HOMEOWNERS SPEND "SWEAT EQUITY" HOURS HELPING WITH THEIR REPAIR (TO THE EXTENT THAT THEY ARE ABLE TO), PAY A DOWN PAYMENT AND REPAY A LOAN. REPAIR PROJECTS ARE MADE AFFORDABLE THROUGH VOLUNTEER LABOR, IN- KIND PARTNERSHIPS AND THE AFFORDABLE FINANCING PROVIDED BY HABITAT. THE TYPICAL COST TO COMPLETE ONE REPAIR THROUGH THIS PROGRAM CAN RANGE FROM 500 TO OUR MAXIMUM LOAN AMOUNT OF 15,000. THIS INCLUDES SUPPLIES AND SOME ADMINISTRATION/OVERHEAD. DURING THE FISCAL YEAR, 3 PROJECTS WERE COMPLETED WITH 7 INDIVIDUALS SERVED. ROCK THE BLOCK: SIMILAR TO THE HOME REPAIR PROGRAM, ROCK THE BLOCK FOCUSES ON COMPLETING REPAIRS NEEDED TO A HOMEOWNER'S HOUSE. WE FOCUS ON ONE PARTICULAR NEIGHBORHOOD, ENGAGE THE RESIDENTS OF THAT COMMUNITY, AND COMPLETE MULTIPLE PROJECTS IN A 3-DAY PERIOD. WE RECRUIT A LARGE NUMBER OF VOLUNTEERS TO ASSIST US WITH REVITALIZING THE CHOSEN AREA. WHILE NEW HOME CONSTRUCTION CONTINUES TO PLAY A VITAL ROLE, AT THE SAME TIME REHABILITATION OF HOMES, HOME PRESERVATION, AND OTHER SERVICES ALLOWS HABITAT TO SERVE MORE FAMILIES. ROCK THE BLOCK STARTS AT THE GRASSROOTS LEVEL - WITH PEOPLE IN THE COMMUNITY DETERMINING THE GOALS FOR THEIR NEIGHBORHOOD. DURING THE FISCAL YEAR, 9 PROJECTS WERE COMPLETED WITH 25 INDIVIDUALS SERVED. FORM 990, PAGE 6, PART VI, LINE 11B THE DRAFT 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS VIA EMAIL FOR THEIR REVIEW BEFORE BEING FILED. FORM 990, PAGE 6, PART VI, LINE 12C IF A BOARD MEMBER HAS A CONFLICT OF INTEREST IN REGARD TO AN ITEM BEING VOTED ON THAT PERSON ABSTAINS FROM VOTING, OTHER ISSUES ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND ACTION IS TAKEN IF DEEMED NECESSARY. BOARD MEMBERS ANNUALLY REVIEW AND SIGN THE POLICY. FORM 990, PAGE 6, PART VI, LINE 15A PAY IS BASED ON ADVICE FROM HABITAT FOR HUMANITY INTERNATIONAL WITH REGARD TO A PROPOSED EXECUTIVE DIRECTOR FORM 990, PAGE 6, PART VI, LINE 15B OFFICER & KEY EMPLOYEE POSITIONS ARE BASED ON GENERAL PREVAILING AREA RATES FOR SIMILAR POSITIONS FORM 990, PAGE 6, PART VI, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART X PRIOR PERIOD ADJUSTMENT - DURING THE YEAR ENDED JUNE 30, 2023, MANAGEMENT RETROACTIVELY CLAIMED THE EMPLOYEE RETENTION CREDIT (ERC) BY FILING AMENDED FORM 941 RETURNS FOR THE SECOND AND THIRD QUARTERS OF 2020 AND THE FIRST QUARTER OF 2021. THE FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 30, 2022 WERE CORRECTED RESULTING IN A 106,062 INCREASE IN BEGINNING NET ASSETS WITHOUT DONOR RESTRICTIONS AND 106,062 INCREASE IN EMPLOYEE RETENTION CREDIT (ERC)RECEIVABLE. HABITAT FOR HUMANITY INTERNATIONAL 270 PEACHTREE ST NW SUITE 1300 ATLANTA GA 30303 911914868 BUILDING GA 501C3 7 N/A false false false true false false false false false false false false false false false false false false true false