2024-05-15T10:25:13-05:00 2023-06-30 341874260 CBIZ MHM LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2022-07-01 431175749 HABITAT FOR HUMANITY OF KANSAS CITY HABI 8169241096 1423 E LINWOOD BLVD KANSAS CITY MO 64109 LINDSAY HICKS PRESIDENT & CEO 8169241096 2024-05-15 1 LINDSAY HICKS XXX-XX-XXXX 1 LISA BURKE P00220718 8169455500 2024-05-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LINDSAY HICKS 1423 E LINWOOD BLVD KANSAS CITY MO 64109 16041576 0 X HABITATKC.ORG X 1979 MO BUILD HOMES, COMMUNITIES AND HOPE TO REALIZE OUR VISION WHERE EVERYONE HAS A PLACE TO LIVE. 13 13 124 4212 0 0 8390494 7358032 1315367 2048213 -43779 55329 600418 887541 10262500 10349115 150000 112608 0 0 4309055 4664466 0 45504 769106 5103655 6412618 9562710 11235196 699790 -886081 24127378 26596916 10490953 11361070 13636425 15235846 X SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE TO REALIZE OUR VISION OF A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE. (CONTINUED ON SCHEDULE O)HABITAT FOR HUMANITY OF KANSAS CITY (HABITAT KC) ADHERES TO A STRICT NON-PROSELYTIZING POLICY AND WILL NOT BASE AN OFFER OF ASSISTANCE ON THE EXPRESSED OR IMPLIED CONDITION THAT PEOPLE ADHERE TO OR CONVERT TO A PARTICULAR FAITH OR LISTEN AND RESPOND TO MESSAGING DESIGNED TO INDUCE CONVERSION TO A PARTICULAR FAITH. 0 0 4611169 880519 HABITAT RESTORES:HABITAT KC OPERATES 5 AREA RESTORES, WHICH SELL NEW AND USED BUILDING MATERIALS, APPLIANCES, FURNITURE, AND OTHER HOME GOODS AT AFFORDABLE PRICES TO THE SURROUNDING COMMUNITY. MOST OF THE INVENTORY IS DONATED BY INDIVIDUALS AND BUSINESSES, KEEPING USABLE ITEMS OUT OF THE LANDFILL. THE RESTORES PROVIDE A RELIABLE SOURCE OF INCOME TO SUPPORT HABITAT'S MISSION OF PROVIDING SAFE, DECENT, AND AFFORDABLE HOUSING. THEY ALSO PROVIDE EMPLOYMENT AND VOLUNTEER OPPORTUNITIES TO THE COMMUNITY. IN ADDITION TO THE PROGRAM REVENUE DISCLOSED ABOVE, THE RESTORES WERE SUPPORTED BY IN-KIND DONATED INVENTORY REVENUE OF $4,678,025 IN FISCAL YEAR 2023. 3067790 112608 2048213 HOMEOWNERSHIP PROGRAM:HABITAT KC'S HOMEOWNERSHIP PROGRAM PROVIDES THE COACHING, EDUCATION AND SUPPORT NEEDED TO PURCHASE A HOME WITH AN AFFORDABLE MORTGAGE. OUR HUD-CERTIFIED COUNSELORS WORK WITH QUALIFIED APPLICANTS TO BECOME MORTGAGE-READY WITH A PERSONALIZED PLAN THAT PROVIDES BUYERS THE OPPORTUNITY TO PURCHASE A NEW OR RENOVATED HOME BUILT IN PARTNERSHIP WITH HABITAT KC OR WORK WITH A TRUSTED REALTOR TO BUY A HOME ON THE OPEN MARKET.(CONTINUED ON SCHEDULE O)IN ORDER TO QUALIFY FOR A HOME BUILT BY HABITAT KC, BUYERS MUST MEET INCOME REQUIREMENTS TO QUALIFY AS A LOW TO MODERATE INCOME HOUSEHOLD, DEMONSTRATE A NEED FOR HOUSING, THE ABILITY TO PAY BACK THE MORTGAGE AND BE WILLING TO CONTRIBUTE 350 HOURS OF SWEAT EQUITY.FAMILIES IN NEED OF A DECENT PLACE TO LIVE BUILD SAFE AND AFFORDABLE HOMES IN PARTNERSHIP WITH US. BY USING THE LABOR OF VOLUNTEERS AND PROSPECTIVE HOMEOWNERS, EMPLOYING EFFICIENT BUILDING METHODS, USING DONATED CONSTRUCTION MATERIALS AND APPLIANCES, AND ISSUING AFFORDABLE LOANS, HABITAT MAKES ITS HOMES AFFORDABLE FOR LOW-INCOME FAMILIES TO PURCHASE. THROUGH SHELTER WE EMPOWER AND BUILD STRENGTH, STABILITY AND SELF-RELIANCE IN PARTNERSHIP WITH HOMEOWNERS. STUDIES SHOW THAT STRONG AND STABLE HOUSEHOLDS ARE FOUNDATIONAL TO CHILD DEVELOPMENT AND GROWTH. WHEN A HOME FOSTERS HEALTH AND SAFETY, FAMILIES CAN FLOURISH. OWNING AN AFFORDABLE HOME ALSO ALLOWS HOMEOWNERS TO STRENGTHEN THEIR FUTURES AND INVEST IN EDUCATIONAL OPPORTUNITIES, ECONOMIC DEVELOPMENT AND LONG-TERM CAREER GROWTH. DURING FISCAL YEAR 2023, HABITAT KC PROVIDED 539 INDIVIDUALS WITH FINANCIAL EDUCATION AND COUNSELING NEEDED TO BUILD A STABILITY THROUGH HOMEOWNERSHIP. 943935 HOME PRESERVATION PROGRAM:OUR HOME PRESERVATION PROGRAM PROVIDES A WIDE RANGE OF MINOR AND CRITICAL HOME REPAIRS FOR LOW- TO MODERATE-INCOME HOMEOWNERS, INCLUDING VETERANS AND SENIORS, WHO ARE STRUGGLING TO MAINTAIN THEIR HOMES. 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. (CONTINUED ON SCHEDULE O)VOLUNTEER TEAMS WORK ALONG WITH SUBCONTRACTORS UNDER THE DIRECTION OF HABITAT KC STAFF MEMBERS TO COMPLETE THE REPAIRS. THE HOME PRESERVATION PROGRAM COMPLETED 123 HOME PRESERVATION PROJECTS WHICH IMPACTED THE LIVES OF 197 INDIVIDUALS THAT WERE IN NEED OF ASSISTANCE TO MAIN A SAFE AND HEALTHY HOME. 707951 HABITAT KC'S OTHER PROGRAM SERVICES PRIMARILY CONSIST OF THE VOLUNTEER SERVICES PROGRAM. DONORS AND VOLUNTEERS HAVE THE OPPORTUNITY TO WORK WITH FAMILIES IN THE HOMEOWNER SELECTION AND BUILDING PROCESSES. IN DOING SO, SUPPORTERS DEVELOP A BROADER UNDERSTANDING OF COMMUNITY HOUSING NEEDS AND MORE FULLY UNDERSTAND THE IMPACT THEIR GIFT HAS ON THE FAMILIES THEY ARE HELPING. 4,212 VOLUNTEERS WORKED IN HABITAT KC PROGRAMS IN FISCAL YEAR 2023 WHICH EQUATED TO 47,055 HOURS. 707951 9330845 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 52 0 1 124 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 MO X X X JOELLEN RICHARDSON VP FINANCE 8169241096 1423 E LINWOOD BLVD KANSAS CITY MO 64109 JOHN SIMMONS BOARD CHAIR 3.00 X X 0 0 0 TIFFANY HARRIS VICE CHAIR 3.00 X X 0 0 0 ROB GIVENS SECRETARY 1.00 X X 0 0 0 TOMMY BICKIMER MEMBER 1.00 X 0 0 0 JAMILA CRAWFORD MEMBER 1.00 X 0 0 0 ROBIN DARDEN MEMBER 1.00 X 0 0 0 MICHAEL JANSTCH MEMBER 1.00 X 0 0 0 TODD JONES MEMBER 1.00 X 0 0 0 MARQUITA MILLER MEMBER 1.00 X 0 0 0 VAVECA MOSS MEMBER 1.00 X 0 0 0 JON PAHL MEMBER 1.00 X 0 0 0 ERIN ROYALS MEMBER 1.00 X 0 0 0 KILEY SIDMAN MEMBER 1.00 X 0 0 0 JORDAN AYALA MEMBER (TERM END 12/31/22) 1.00 X 0 0 0 LINDSAY HICKS PRESIDENT & CEO (AS OF 8/2/22) 40.00 X 94834 0 7848 PATRICIA TURNER PRESIDENT & CEO (THRU 7/1/22) 40.00 X 155479 0 17688 JOELLEN RICHARDSON VP FINANCE (AS OF 4/17/23) 40.00 X 0 0 0 LAURA NEWPORT VP FINANCE (THRU 3/13/23) 40.00 X 95114 0 14989 345427 0 40525 1 0 1 0 MCCOWNGORDON CONSTRUCTION LLC 850 MAIN ST KANSAS CITY MO 64105 GENERAL CONTRACTOR 1072768 DIAMOND PLUMBING 683 NW 2 HWY BATES CITY MO 64011 PLUMBING 322705 IMPACT LLC 3050 S 24TH ST KANSAS CITY KS 66106 FURNITURE INSTALLATION 147549 AMERICAN WRECKING SERVICES LLC 8137 NW BEAMAN DR KANSAS CITY MO 64151 DEMOLITION 134735 HALF NOW HALF LATER PAINTING 835 SWITCH GRASS CT RAYTOWN MO 64083 HOUSE PAINTING 126027 6 2459 381826 6973747 4731653 7358032 HOME SALES 531390 1829000 1829000 MORTGAGE SERVICING FEES 531390 193864 193864 CLIENT FEES 531390 22287 22287 3062 3062 2048213 47129 47129 11046 0 11046 11046 11046 8200 0 8200 8200 8200 6572980 5692461 880519 880519 -4024 -4024 -4024 10349115 2928732 0 62351 112608 112608 318483 95545 127394 95544 13303 13303 3506443 2853559 355854 297030 67557 42897 11194 13466 466435 391429 42112 32894 292245 224363 40327 27555 40031 20803 19228 11216 11216 45504 45504 132110 93062 11575 27473 147617 64045 650 82922 433010 358720 52543 21747 152388 68254 23471 60663 924495 859324 61073 4098 144017 136859 3841 3317 62020 28578 21562 11880 363093 227390 135703 145000 60000 85000 520895 430972 47245 42678 257481 193718 56417 7346 HOME CONSTRUCTION COSTS 2968121 2968121 LOAN SERVICING & CLOSIN 97109 87295 9814 BAD DEBT (RECOVERY) 14015 19026 -5011 11235196 9330845 1135245 769106 1836571 1354211 0 4940103 133318 143904 424854 833 7021183 5131207 1327893 707682 141782 314266 13435255 1888362 11865188 11546893 1376589 2457817 24127378 26596916 834905 601539 27565 351433 375864 424880 9252619 8916684 0 1066534 10490953 11361070 X 12843445 14584556 792980 651290 13636425 15235846 24127378 26596916 X -886081 2485502 X X 0 1 X 1 0 X 4972239 6925049 7803280 8344614 7358032 35403214 4972239 6925049 7803280 8344614 7358032 35403214 489555 34913659 6746 1654 5899 11813 58175 84287 13677 13089 3701 4267 34734 35522235 32758904 0.98290 0.98200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1067115 1067115 10941978 978844 9963134 181952 158735 23217 1244210 750783 493427 11546893 DEPOSITS 18585 HOME CONSTRUCTION IN PROGRESS 1020753 MORTGAGE SERVICING FEE ASSET 174273 PROPERTY HELD FOR SALE AND DEVELOPMENT 177672 RIGHT OF USE ASSETS 1066534 2457817 RIGHT OF USE LEASE LIABILITIES 1066534 1066534 X 12910788 76171 2485502 2561673 10349115 0 10349115 11311367 76171 76171 11235196 0 11235196 PART IV, LINE 2B: SUBSTANTIALLY ALL HOMES SOLD BY THE ORGANIZATION ARE SUBJECT TO A MORTGAGE. PART OF THE MONTHLY PAYMENT MADE BY THE DEBTOR IS FOR TAXES AND INSURANCE THAT ARE HELD IN ESCROW UNTIL PAID. PART X, LINE 2: HABITAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A NOT-FOR-PROFIT ORGANIZATION. IN ADDITION, HABITAT HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A)(1) OF THE CODE. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAX. HABITAT'S PRESENT ACCOUNTING POLICY FOR THE EVALUATION OF UNCERTAIN TAX POSITIONS IS TO REVIEW THOSE POSITIONS ON AN ANNUAL BASIS. A LIABILITY WOULD BE RECORDED IN THE FINANCIAL STATEMENTS DURING THE PERIOD WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES AND THE LIABILITY WOULD BE INCURRED BY HABITAT. NO ACCRUAL HAS BEEN RECORDED AT JUNE 30, 2023 AND 2022 AS MANAGEMENT DOES NOT BELIEVE ANY MATERIAL UNCERTAINTIES EXIST. HOWEVER, HABITAT'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF UNAMORTIZED MORTGAGE DISCOUNT 2,485,502. X X 1 ASSEL GRANT SERVICES 2217 SE KING ST LEES SUMMIT MO 64063 GRANT WRITING ASSISTANCE 0 100000 38003 61997 100000 38003 61997 MO 1 DOWN PAYMENT ASSISTANCE 7 112608 0 N/A N/A PART I, LINE 2: THESE GRANT FUNDS ARE USED TO ASSIST LOW TO MODERATE INCOME HOME BUYERS WITH MORTGAGE DOWN PAYMENTS AND ARE PAID DIRECTLY TO THE TITLE COMPANY HANDLING THE CLOSING TO INSURE THE FUNDS ARE USED AS INTENDED. X X X 1 0 0 0 0 0 0 0 0 PATRICIA TURNER PRESIDENT & CEO (THRU 7/1/22) 84358 0 0 0 71121 0 5082 0 12606 0 173167 0 0 0 PART I, LINE 4A HABITAT FOR HUMANITY OF KANSAS CITY AND PRESIDENT & CEO, PATRICIA TURNER, MUTUALLY AGREED UPON TERMINATION OF THE PRESIDENT & CEO'S EMPLOYMENT EFFECTIVE JULY 1, 2022. IN ACCORDANCE WITH THE SEPARATION AGREEMENT, REGULAR SALARY PAYMENTS TOTALING $71,121 WERE PAID AS SEVERANCE THROUGH DECEMBER 31, 2022. MATTHEW TURNER SON OF PRESIDENT & CEO PATRICIA TURNER 13303 COMPENSATION 0 X 4678025 FMV X 8 39500 FMV X BUILDING MATERIALS 3 7939 FMV X TOOLS 6 6189 FMV 0 0 0 0 PART I, COLUMN (B): LINE 15, REAL ESTATE - RESIDENTIAL, REPORTS THE TOTAL NUMBER OF LOTS CONTRIBUTED. LINE 25, MATERIALS, REPORTS THE NUMBER OF CONTRIBUTIONS. LINE 25, TOOLS, REPORTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD FINANCE COMMITTEE, THE PRESIDENT & CEO, AND THE VICE PRESIDENT OF FINANCE. IT IS THEN MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO SIGNING AND FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ALWAYS HAS AT LEAST ONE BOARD MEMBER THAT IS LEGAL COUNSEL. THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE ORGANIZATION ON AN ANNUAL BASIS. IF ANY CONFLICTS OF INTEREST ARE DISCLOSED, THEY ARE REVIEWED FIRST BY THE BOARD MEMBERS WHO ARE LEGAL COUNSEL, THEN PRESENTED TO THE ENTIRE BOARD FOR CONSIDERATION AND REVIEW. FORM 990, PART VI, SECTION B, LINE 15A TO ASSIST IN DETERMINING COMPETITIVE COMPENSATION FOR THE PRESIDENT & CEO AND ALL KEY EMPLOYEES, THE 990 INFORMATION OF SIMILAR ORGANIZATIONS IS REVIEWED AND DATA IS GATHERED UTILIZING COMPENSATION SURVEYS AND RESEARCH. ANY INCREASES IN SALARY RESULT FROM COST-OF-LIVING ADJUSTMENTS AND/OR PERFORMANCE EVALUATION. THE BOARD OF DIRECTORS VOTES TO FINALIZE THE APPROVED COMPENSATION FOR THE PRESIDENT & CEO. THE PRESIDENT & CEO APPROVES COMPENSATION FOR ALL OTHER KEY EMPLOYEES INCLUDING THE VICE PRESIDENT OF FINANCE, ALL OTHER VICE PRESIDENTS, AND DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CONFLICT OF INTEREST STATEMENT AND GOVERNING DOCUMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORMS 990 AND FINANCIAL STATEMENTS CAN BE FOUND ON THE ORGANIZATION'S WEBSITE AT HTTPS://HABITATKC.ORG/ERA/ FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF UNAMORTIZED MORTGAGE DISCOUNT 2,485,502. FORM 990, PART XII, LINE 2C: THE INITIAL REVIEW OF FINANCIAL MATTERS LIES WITH THE FINANCE COMMITTEE CHAIRED BY THE BOARD TREASURER. ANY RECOMMENDATIONS COMING FROM THE FINANCE COMMITTEE ARE PRESENTED TO THE FULL BOARD OF DIRECTORS AT EACH BOARD MEETING. THE PROCESS FOR OVERSEEING THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.