2025-04-01T14:59:29-05:00 2024-06-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2023-07-01 431175749 HABITAT FOR HUMANITY OF KANSAS CITY HABI 8169241096 1423 E LINWOOD BLVD KANSAS CITY MO 64109 MARQUITA MILLER-JOSHUA BOARD PRESIDENT 8169241096 2025-04-01 1 1 LISA BURKE P00220718 8169455500 2025-04-01 2023 2025-03-06 01:10:19Z LINDSAY HICKS 1423 E LINWOOD BLVD KANSAS CITY MO 64109 15864283 0 X HABITATKC.ORG X 1979 MO BUILD HOMES, COMMUNITIES AND HOPE TO REALIZE OUR VISION WHERE EVERYONE HAS A PLACE TO LIVE. 11 11 148 4188 0 0 7358032 7821408 2048213 1869780 55329 169579 887541 615124 10349115 10475891 112608 25000 0 0 4664466 5172317 45504 25410 992477 6412618 6520203 11235196 11742930 -886081 -1267039 26596916 26723279 11361070 13361507 15235846 13361772 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 4630487 514808 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 $4,938,748 IN FISCAL YEAR 2024. 2458655 25000 1869780 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 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 2024, HABITAT KC PROVIDED 1,530 INDIVIDUALS WITH FINANCIAL EDUCATION AND COUNSELING NEEDED TO BUILD STABILITY THROUGH HOMEOWNERSHIP. 1946436 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 131 HOME PRESERVATION PROJECTS WHICH IMPACTED THE LIVES OF 296 INDIVIDUALS THAT WERE IN NEED OF ASSISTANCE TO MAIN A SAFE AND HEALTHY HOME. 717108 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. 4,188 VOLUNTEERS WORKED IN HABITAT KC PROGRAMS IN FISCAL YEAR 2024 WHICH EQUATED TO 39,842 HOURS. 717108 9752686 1 1 0 1 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 0 0 1 0 0 0 0 0 0 0 0 1 55 0 1 148 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 OF FINANCE 8169241096 1423 E LINWOOD BLVD KANSAS CITY MO 64109 ROB GIVENS CHAIR 1.00 X X 0 0 0 MIKE JANTSCH VICE CHAIR 1.00 X X 0 0 0 TODD JONES SECRETARY 1.00 X X 0 0 0 ROBIN DARDEN TREASURER 1.00 X X 0 0 0 MARQUITA MILLER-JOSHUA MEMBER 1.00 X 0 0 0 ERIN ROYALS MEMBER 1.00 X 0 0 0 TOMMY BICKIMER MEMBER 1.00 X 0 0 0 CARONNA STIGGER MEMBER 1.00 X 0 0 0 SHAWNNA MURRELL MEMBER 1.00 X 0 0 0 MATTHEW FLYNN MEMBER 1.00 X 0 0 0 KAMEICA HART MEMBER 1.00 X 0 0 0 VAVECA MOSS MEMBER (TERM END 3/23/24) 1.00 X 0 0 0 JON PAHL MEMBER (TERM END 8/30/23) 1.00 X 0 0 0 LINDSAY HICKS PRESIDENT & CEO 40.00 X 182274 0 11140 JOELLEN RICHARDSON VP OF FINANCE 40.00 X 69504 0 2250 BROOKE WRISINGER EXEC VP OF OPERATIONS 40.00 X 103440 0 7640 355218 0 21030 2 0 1 0 DIAMOND PLUMBING 683 NW Z HWY BATES CITY MO 64011 PLUMBING 376625 HALF NOW HALF LATER PAINTING 835 SWITCH GRASS CT RAYMORE MO 64083 HOUSE PAINTING 212412 TARVIN PRODUCTS 11547 S LEWIS DRIVE OLATHE KS 66061 CONTRACTOR 109397 3 2310 372979 7446119 5135226 7821408 HOME SALES 531390 1792000 1792000 MORTGAGE SERVICING FEES 531390 39915 39915 CLIENT FEES 531390 28185 28185 9680 9680 1869780 169579 169579 10496 0 10496 10496 10496 5903200 5388392 514808 514808 89820 89820 89820 10475891 2384588 0 269895 25000 25000 158056 55319 63223 39514 4074644 3442123 140799 491722 76013 47949 18266 9798 535415 402521 106897 25997 328189 265103 25117 37969 37272 14113 22694 465 37683 14269 22944 470 25410 25410 891668 668862 217584 5222 93005 21822 1041 70142 506397 401322 64445 40630 256906 116888 70663 69355 1011203 955377 40992 14834 192317 172461 13739 6117 79294 7447 40286 31561 324288 253900 46492 23896 140833 81861 22650 36322 537587 434232 60396 42959 196019 156386 19539 20094 DIRECT COST OF HOME SAL 2127784 2127784 LOAN SERVICING & CLOSIN 87947 87947 11742930 9752686 997767 992477 1354211 959823 4940103 3743645 143904 63876 833 42230 5131207 7545507 707682 546078 314266 63911 13535337 2425949 11546893 11109388 2457817 2648821 26596916 26723279 601539 698412 351433 328119 424880 437584 8916684 10655211 1066534 1242181 11361070 13361507 X 14584556 13084871 651290 276901 15235846 13361772 26596916 26723279 X -1267039 -607035 X X 0 1 X 1 0 X 6925049 7803280 8344614 7358032 7821408 38252383 6925049 7803280 8344614 7358032 7821408 38252383 429379 37823004 1654 5899 11813 58175 180075 257616 13089 3701 4267 21057 38531056 34939170 0.98160 0.98290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 0 0 0 PART II-B, LINE 1: THE ORGANIZATION'S CEO TESTIFIED AT SEVERAL JOHNSON COUNTY, KANSAS BOARD OF COMMISSIONERS MEETINGS TO SECURE FUNDING FOR THE ORGANIZATION'S OLATHE PATHWAYS DEVELOPMENT PROJECT. SEVERAL EMPLOYEES ATTENDED THE HABITAT ON THE HILL SUMMIT IN WASHINGTON DC. DURING THE SUMMIT, A SMALL PORTION OF TIME WAS SPENT DIRECTLY SPEAKING TO REPRESENTATIVES FROM OUR DISTRICTS AT THEIR OFFICES ON BEHALF OF UPCOMING BILLS THAT AFFECT AFFORDABLE HOUSING. 0 1 X 1067115 1067115 10941978 1327047 9614931 181952 166425 15527 1344292 932477 411815 11109388 DEPOSITS 18585 HOME CONSTRUCTION IN PROGRESS 803786 MORTGAGE SERVICING FEE ASSET 167566 PROPERTY HELD FOR SALE AND DEVELOPMENT 448444 RIGHT OF USE ASSETS 1210440 2648821 RIGHT OF USE LEASE LIABILITIES 1242181 1242181 X 9892890 24034 -607035 -583001 10475891 0 10475891 11766964 24034 24034 11742930 0 11742930 PART IV, LINE 2B: BALANCE SHEET INCLUDES ESCROW ACCOUNT COMPRISED FROM MONTHLY MORTGAGE PAYMENTS. ESCROW AMOUNTS ARE ADMINSTERED TO PAY INSURANCE PREMIUMS AND REAL ESTATE TAXES ON BEHALF OF HOMEOWNERS. 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, 2024 AND 2023 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 -607,035. X X X X X 1 ASSEL CONSULTING LLC 2217 SE KING ST LEES SUMMIT MO 64063 FUNDING RESEARCH & GRANT PROPOSAL SUBMISSIONS 0 397237 25410 371827 397237 25410 371827 MO 1 DOWN PAYMENT ASSISTANCE 2 25000 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 0 0 0 0 0 0 0 0 0 LINDSAY HICKS PRESIDENT & CEO 151174 0 25000 0 6100 0 5600 0 5540 0 193414 0 0 0 X 5096851 FMV X 2 34302 FMV X TOOLS 15 4073 FMV 0 0 0 0 PART I, COLUMN (B): LINE 15, COLUMN (B) - REAL ESTATE - RESIDENTIAL AND LINE 25, COLUMN (B) - TOOLS REPORTS THE TOTAL 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. THE LAST COMPENSATION SURVEY WAS 09/25/2023. 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 -607,035. 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.