2025-03-26T05:28:15-05:00 2023-06-30 431490039 MARR AND COMPANY PC 1401 E 104TH STREET STE 100 KANSAS CITY MO 64131 990 2022-07-01 431532266 TRUMAN HERITAGE HABITAT FOR HUMANITY INC TRUM 8164616551 505 N DODGION STREET INDEPENDENCE MO 64050 BRANDYCE PARKS TREASURER 8164616551 2025-03-26 1 1 JASON D LOUK P00541486 8163638700 2025-03-26 2022 2025-03-06 01:10:19Z X CHRISTINA LEAKEY 505 N DODGION STREET INDEPENDENCE MO 64050 5397116 0 X HTTP://WWW.TRUMANHERITAGEHABITAT.ORG/ X 2003 MO SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES AND COMMUNITIES AND HOPE TO REALIZE OUR VISION OF A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE. TRUMAN HERITAGE HABITAT FOR HUMANITY, INC. 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. 14 14 41 641 0 0 2599390 3304271 1447289 1890792 587 16175 135221 145518 4182487 5356756 0 0 0 0 1147673 1454259 0 0 141731 2834593 3655830 3982266 5110089 200221 246667 4723729 6726931 1433054 3189589 3290675 3537342 X SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES AND COMMUNITIES AND HOPE TO REALIZE OUR VISION OF A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE. TRUMAN HERITAGE HABITAT FOR HUMANITY, INC. 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 2038304 655132 TRUMAN HERITAGE HABITAT FOR HUMANITY (THHFH) IS AN AFFILIATE OF HABITAT FOR HUMANITY INTERNATIONAL AND HAS SERVED EASTERN JACKSON COUNTY, MISSOURI SINCE 1989. WE OPERATE INDEPENDENTLY OF HABITAT FOR HUMANITY INTERNATIONAL AND ARE RESPONSIBLE FOR RAISING OUR OWN FUNDS TO SERVE OUR COMMUNITY. THE NUMBER OF PROJECTS COMPLETED EACH YEAR IS DIRECTLY DEPENDENT UPON FUNDS RAISED.AS WITH ALL HABITAT AFFILIATES, THHFH PROVIDES FINANCIAL RESOURCES TO HABITAT INTERNATIONAL IN THE FORM OF A TITHE TO SUPPORT HOUSING CONSTRUCTION EFFORTS IN POORER AREAS OF THE WORLD. THHFH'S SUPPORT IS PLEDGED TO DISASTER RELIEF.THHFH'S NEIGHBORHOOD REVITALIZATION EFFORTS ARE FOCUSED ON THE MT. WASHINGTON AREA OF INDEPENDENCE, MISSOURI AND INVOLVE A COORDINATED EFFORT BY OUR AFFILIATE, THE CITY OF INDEPENDENCE, INDEPENDENCE SCHOOL DISTRICT, AND AREA NON-PROFITS AND CHURCHES TO HELP SUSTAIN AND REINVIGORATE HOUSES, PUBLIC AREAS, AND FAMILIES LIVING IN THIS NEIGHBORHOOD.THHFH'S PROGRAM FOCUSES ON ADDRESSING THE HOUSING NEEDS OF LOW-INCOME FAMILIES THROUGH A COORDINATED SET OF SERVICES THAT REVOLVE AROUND CREATING AND PRESERVING HOME OWNERSHIP FOR LOW-INCOME RESIDENTS IN OUR COMMUNITY.IN THE LAST FISCAL YEAR, 269 UNDUPLICATED VOLUNTEERS CONTRIBUTED 6,992 HOURS TOWARD 5 HOME CONSTRUCTION AND 23 HOME PRESERVATION PROJECTS. HOMEOWNERSHIP PROGRAMFAMILIES IN NEED OF A DECENT PLACE TO LIVE BUILD SAFE AND AFFORDABLE HOMES IN PARTNERSHIP WITH US. HABITAT HOUSES ARE MODESTLY SIZED. THEY ARE LARGE ENOUGH FOR THE HOMEOWNER FAMILY'S NEEDS, BUT SMALL ENOUGH TO KEEP CONSTRUCTION AND MAINTENANCE COSTS AFFORDABLE. BY USING THE LABOR OF VOLUNTEERS AND PROSPECTIVE HOMEOWNERS, EMPLOYING EFFICIENT BUILDING METHODS, KEEPING HOUSE SIZES MODEST, USING DONATED CONSTRUCTION MATERIALS AND APPLIANCES, AND ISSUING NO- PROFIT LOANS, HABITAT MAKES ITS HOUSES AFFORDABLE FOR LOW-INCOME FAMILIES TO PURCHASE. AFFORDABLE HOMEOWNERSHIP HELPS CREATE CONDITIONS THAT FREE FAMILIES FROM INSTABILITY, STRESS AND FEAR AND ENCOURAGE SELF-RELIANCE AND CONFIDENCE. STUDIES SHOW THAT STRONG AND STABLE HOUSEHOLDS ARE FOUNDATIONAL TO CHILD DEVELOPMENT AND GROWTH. WHEN A HOME FOSTERS INSTEAD OF HINDERS HEALTH AND SAFETY, FAMILIES CAN FLOURISH. OWNING AN AFFORDABLE HOME ALSO ALLOWS HOMEOWNERS TO LIFT THEIR ENTIRE FAMILY BY SAVING FOR THEIR FUTURES AND INVESTING IN EDUCATIONAL OPPORTUNITIES, BOLSTERING JOB OPPORTUNITIES AND LONG-TERM CAREER GROWTH. DURING FISCAL YEAR 2020, TRUMAN HERITAGE HABITAT FOR HUMANITY, INC. SERVED 1 FAMILY THROUGH ITS HOMEOWNERSHIP PROGRAM.HOME PRESERVATION PROGRAMOUR HOME PRESERVATION PROGRAM IS AN OUTREACH INITIATIVE THAT SEEKS TO PROVIDE A WIDE RANGE OF OPPORTUNITIES FOR LOW- TO MODERATE-INCOME HOMEOWNERS, INCLUDING VETERANS AND SENIORS, WHO ARE STRUGGLING TO MAINTAIN THEIR HOMES BECAUSE OF AGE, DISABILITY OR FAMILY CIRCUMSTANCES. 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. VOLUNTEER TEAMS WORK ALONG WITH SUBCONTRACTORS UNDER THE DIRECTION OF TRUMAN HERITAGE HABITAT FOR HUMANITY STAFF MEMBERS TO COMPLETE THE REPAIRS. SINCE THE INCEPTION OF THE HOME PRESERVATION PROGRAM, TRUMAN HERITAGE HABITAT FOR HUMANITY, INC. HAS PARTNERED WITH 68 LOCAL HOMEOWNERS, WITH 56 HOMEOWNERS SERVED DURING FY2023.FINANCIAL AND HOMEBUYER EDUCATION PROGRAMSAS PART OF THE HOMEOWNERSHIP PROCESS, WE BELIEVE FINANCIAL EDUCATION BUILDS A MORE SOLID FOUNDATION FOR LONG-TERM PERSONAL SUCCESS AND HELPS ALLEVIATE ANY CONCERNS OR BARRIERS ON THE PATH TO HOMEOWNERSHIP. DURING THESE FINANCIAL EDUCATION CLASSES, WE COVER TOPICS SUCH AS BUDGETING; CREDIT CARDS AND CREDIT REPORTS; DEBT AND LOANS; SAVING, INVESTING AND PLANNING FOR THE FUTURE; EMERGENCY SITUATIONS; AND HABITAT HOMEOWNER MORTGAGES. A MORE IN-DEPTH UNDERSTANDING OF THESE IMPORTANT CONCEPTS IS A TOOL THAT CAN BE USED TO BUILD A BETTER FUTURE. OVERALL, TRUMAN HERITAGE HABITAT FOR HUMANITY, INC. HAS CONDUCTED MORE THAN 22 FINANCIAL AND HOMEBUYER WORKSHOPS, WITH 358 PEOPLE SERVED DURING FY203.NEIGHBORHOOD REVITALIZATION PROGRAMTHROUGH OUR NEIGHBORHOOD REVITALIZATION WORK, WE TAILOR OUR EFFORTS BY PARTNERING LOCALLY WITH RESIDENTS AND COMMUNITY LEADERS AND ORGANIZATIONS TO BEST ADDRESS THE REAL CONCERNS OF THE COMMUNITY AND IMPROVE THE LIVES OF THE PEOPLE WHO LIVE THERE. USING A DATA-DRIVEN AND CUSTOMIZABLE APPROACH, WE FOCUS ON FIRST UNDERSTANDING THE CONCERNS OF THE RESIDENTS AND THEN EMPOWERING THESE RESIDENTS TO LEAD THE PROJECTS THEY WANT TO SEE. ALONGSIDE TRUMAN HERITAGE HABITAT, RESIDENTS WORK WITH CHURCHES, SCHOOLS, NEW AND LONGSTANDING NEIGHBORHOOD COALITIONS, LOCAL GOVERNMENT ENTITIES, AND OTHER COMMUNITY PARTNERS TO ACHIEVE THEIR GOALS.BECAUSE EACH NEIGHBORHOOD'S CHALLENGES AND ASPIRATIONS ARE DIFFERENT, THE FRAMEWORK ACTS AS A GUIDE THAT CAN BE TAILORED TO THE GOALS OF EACH COMMUNITY. THAT'S WHY NEIGHBORHOOD REVITALIZATION CAN LOOK LIKE ANYTHING FROM DEVELOPING PUBLIC PARKS TO ORGANIZING SAFETY MEETINGS WITH THE LOCAL POLICE DEPARTMENT TO REHABBING AND REOPENING SCHOOLS, STORES AND HOMES.AGING IN PLACE PROGRAMWE PARTNER WITH FAMILIES, COMMUNITIES AND LOCAL ORGANIZATIONS TO HELP OLDER ADULTS IMPROVE THEIR HOMES AND THEIR QUALITY OF LIFE SO THAT THEY CAN FLOURISH WHERE THEY LIVE. THIS PERSON-CENTERED APPROACH USES TWO DIFFERENT ASSESSMENTS TO TAILOR THE PROCESS TO EACH HOMEOWNER'S NEEDS. THESE ASSESSMENTS, WHICH CONSIDER EVERYTHING FROM THE RESIDENT'S LIFESTYLE TO THEIR TYPE OF HOME, ALLOW US TO ADDRESS OLDER ADULTS' NEEDS HOLISTICALLY, IMPROVING THE LIKELIHOOD THAT THEY CAN AGE IN PLACE. DURING FY2023, TRUMAN HERITAGE HABITAT FOR HUMANITY HAS IMPROVED APPROXIMATELY 48 HOMES TO HELP OLDER ADULTS MANEUVER MORE EFFICIENTLY.TRUMAN HERITAGE HABITAT FOR HUMANITY IS COMMITTED TO EFFICIENCY AND TRANSPARENCY. WE COMMUNICATE WITH OUR SUPPORTERS, DONORS AND PROSPECTIVE DONORS BY EMAIL, POSTAL MAIL, PHONE AND OTHER MEANS, BOTH TO REQUEST CONTRIBUTIONS TO OUR CAUSE AND TO EDUCATE THE PUBLIC ABOUT TRUMAN HABITAT'S YEAR-ROUND PROGRAMS, VOLUNTEER OPPORTUNITIES AND OTHER EVENTS IN LOCAL COMMUNITIES AND AROUND THE WORLD. THESE EFFORTS HELP ADVANCE OUR MISSION TO PUT GOD'S LOVE INTO ACTION BY BRINGING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. AS A RESULT, IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD GUIDELINES AND INTERNAL REVENUE SERVICE GUIDANCE, TRUMAN HERITAGE HABITAT FOR HUMANITY ALLOCATES A PORTION OF OUR FUNDRAISING COSTS TO PROGRAM SERVICES. AS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL TAXATION, WE ENSURE OUR DONORS' MONEY IS SPENT AS EFFICIENTLY AND EFFECTIVELY AS POSSIBLE. ADDITIONALLY, WE HAVE CERTAIN EXPENSES THAT CANNOT BE BILLED SEPARATELY FOR EACH FUNCTIONAL AREA. RENT, UTILITIES, INFORMATION TECHNOLOGY AND OTHER COSTS ARE GROUPED TOGETHER. WE ALLOCATE THESE COSTS IN COMPLIANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, OR GAAP, ACROSS THE PROGRAM (INCLUDING HABITAT RESTORES), MANAGEMENT AND GENERAL, AND FUNDRAISING CATEGORIES. FINALLY, SOME STAFF MEMBERS HAVE RESPONSIBILITIES THAT CROSS OVER FUNCTIONAL AREAS. TO CALCULATE THE TIME ALLOCATION, TRUMAN HABITAT DIVIDES THE NUMBER OF HOURS SPENT ON A PROJECT OUTSIDE OF A STAFF MEMBER'S DESIGNATED EXPENSE CATEGORY BY THE TOTAL HOURS WORKED DURING THAT PERIOD AND ALLOCATES THAT PERCENTAGE OF COSTS TO THE APPROPRIATE EXPENSE CATEGORIES. 2369243 1372345 THHFH OPERATES THREE RESTORES THAT SELL DONATED HOME GOODS INCLUDING BUILDING MATERIALS, FURNITURE, APPLIANCES, FLOORING MATERIALS, TOOLS, ETC. INCOME FROM RESTORE SALES HELP FUND OUR MISSION. VOLUNTEERS ARE A VITAL SOURCE OF STAFFING FOR OUR RESTORES. IN THE LAST FISCAL YEAR, 277 VOLUNTEERS CONTRIBUTED 8,600 HOURS OF ASSISTANCE.IN ADDITION TO PROVIDING MUCH-NEEDED REVENUE FOR OUR AFFILIATE, THE RESTORES HAVE AN ENVIRONMENTAL IMPACT BY DIVERTING RESALABLE ITEMS FROM LANDFILLS. SINCE OPENING IN 2013, THE RESTORES HAVE DIVERTED MORE THAN 2,000 TONS OF SOLID WASTE FROM LOCAL LANDFILLS. 4407547 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 30 0 1 41 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 1 0 X THE ORGANIZATION 8164616551 505 N DODGION ST INDEPENDENCE MO 64050 DAN O'NEILL CHAIRMAN 1.00 X 0 0 0 JILL ESRY VICE CHAIRMAN 1.00 X 0 0 0 KIM GLASER SECRETARY 1.00 X 0 0 0 MAHOGANIE TAYLOR MEMBER 1.00 X 0 0 0 SHAYLYN DEAN MEMBER 1.00 X 0 0 0 CELESTE J MADDOCKS MEMBER 1.00 X 0 0 0 JEFF GRIFFITH MEMBER 1.00 X 0 0 0 LAURIE DEAN WILEY MEMBER 1.00 X 0 0 0 BRANDYCE PARKS TREASURER 1.00 X 0 0 0 ANGIE JUDY MEMBER 1.00 X 0 0 0 MARK MCDONALD MEMBER 1.00 X 0 0 0 PAUL MENNE MEMBER 1.00 X 0 0 0 GWEN GOINS MEMBER 1.00 X 0 0 0 CHRISTINA LEAKEY CEO/PRESIDENT 40.00 X 72190 0 0 72190 0 0 0 0 0 0 0 3304271 1248063 3304271 RE-STORE SALES 444100 1372345 1372345 HOUSES SOLD TO LOW INC 900099 513980 513980 HOME REPAIRS 900099 4467 4467 1890792 16175 16175 49193 40360 8833 8833 MORTGAGE DISCOUNT 900099 114302 114302 OTHER INCOME 900099 22383 22383 136685 5356756 2027477 0 25008 1272178 1061098 107614 103466 182081 145401 9241 27439 113197 24465 88732 29155 12965 10869 5321 53614 31242 18382 3990 409506 371406 38100 8532 2960 4792 780 105912 81684 24228 81308 81308 80995 6 80989 COST OF SALES 1270332 1270332 COST OF CONSTRUCTION 958308 950718 7590 MORTGAGE DISCOUNT EXP 360301 359238 1063 VEHICLE EXPENSE 59732 38871 20520 341 124938 57161 67383 394 5110089 4407547 560811 141731 389382 316616 14587 119192 1583130 1643384 739423 953156 3088031 423475 1924670 2664556 72537 1030027 4723729 6726931 1146725 2031732 286329 1157857 1433054 3189589 X 2073267 3304886 1217408 232456 3290675 3537342 4723729 6726931 246667 0 X 0 0 0 X 1550208 1584087 1947066 2599390 3304271 10985022 1550208 1584087 1947066 2599390 3304271 10985022 10985022 2740 5164 3687 587 16175 28353 110605 173180 156800 135221 136685 712491 11725866 7124239 0.93680 0.91490 X 2765315 181482 2583833 42032 9646 32386 280684 232347 48337 2664556 PREPAIDS 139265 DEPOSITS HELD BY HABITAT FOR HUMANITY, INC. 20356 PROJECT LOAN RECEIVABLE 15211 LEASE ASSETS 855195 1030027 ACCRUED LIABILITIES 288012 LEASE LIABILITES 869845 1157857 X 5356756 40360 40360 5316396 0 5316396 5110089 40360 40360 5069729 0 5069729 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF THE FASB ASC 7 40-10 AS IT MIGHT APPLY TO THE ORGANIZATION'S FINANCIAL TRANSACTIONS. THE ORGANIZATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION THAT IS BENEFICIAL TO THE ORGANIZATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO THE TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF JUNE 30, 2022 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. FEDERAL FORM 990 HAS BEEN FILED IN A TIMELY MANNER. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES 40,360. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES 40,360. X X 0 GINGERBREAD HOMES FOR THE HOLIDAYS 505 N DODGION STREET INDEPENDENCE MO 64050 0 12507 0 12507 FIREWORKS TENT 505 N DODGION STREET INDEPENDENCE MO 64050 0 7270 0 7270 19777 19777 FIREWORKS TENT 7270 7270 GINGERBREAD HOMES FOR THE HOLIDAYS 12507 12507 2512 19777 19777 2512 2512 17265 X CONTRIBUTIONS TO RESTORE 0 1248063 FMV 0 0 0 ADDITIONAL POLICY INFORMATION TRUMAN HERITAGE HAS A DRUG FREE POLICY IN THEIR EMPLOYEE HANDBOOK. FORM 990, PART VI, SECTION B, LINE 11B THE SIGNING OFFICER REVIEWS THE FORM 990 PRIOR TO SIGNING AND THE COMPLETION OF FILING. THE NUMBERS AND DATA ON THE FORM 990 ARE COMPARED TO THE FINANCIAL STATEMENTS FOR ACCURACY. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD POLICY ENCOMPASSES A SECTION ON THE "CONFLICT OF INTEREST" IN WHICH AN OFFICER OF THE ORGANIZATION IS REQUIRED TO ADDRESS ANY POTENTIAL CONFLICT OF INTEREST ISSUES. IF THERE ARE ANY POTENTIAL CONFLICT OF INTEREST ISSUES TO BE DISCUSSED AT THE BOARD LEVEL, THEN THE AFFECTED PARTY EXCUSES HIMSELF/HERSELF FROM THE DISCUSSION AND ABSTAINS FROM ANY VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THERE IS A REVIEW OF SALARY BY THE PERSONNEL COMMITTEE AND IS APPROVED IN THE BUDGET BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE DURING OFFICE HOURS. FORM 990 AMENDED RETURN AMENDED RETURN IS BEING FILED TO REFLECT THE FINAL AUDITED FINANCIAL STATEMENTS. PARTS AMENDED INCLUDE PART I, PART III, PART IV, PART VII, PART IX, PART X, AND PART XI. AMENDMENTS TO SCHEDULES INCLUDE SCHEDULE A, SCHEDULE D, AND SCHEDULE G.