2024-03-27T10:53:45-05:00 2023-06-30 741130599 PATTILLO BROWN & HILL LLP P O BOX 20725 WACO TX 767020725 990 2022-07-01 202556383 HABITAT FOR HUMANITY TEXAS INC HABI 5125235725 P O BOX 850 BUDA TX 78610 DAVID MCGUIRE VP- FINANCE AND AUDIT 5125235725 2024-03-17 1 DAVID MCGUIRE 999009999 0 SHARON M HERWALD CPA P00079864 2547724901 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HABTEX MORTGAGE DAVID MCGUIRE P O BOX 850 BUDA TX 78610 1218136 0 X WWW.HABITATTEXAS.ORG X 2005 TX HABITAT OFFICES ACROSS TEXAS RELY ON HABITAT FOR HUMANITY TEXAS TO STRENGHTEN EFFORTS TO ADDRESS THE AFFORDABLE HOUSING CRISIS THAT FACE COMMUNITIES ACROSS THE STATE. HABITAT TEXAS DOES THIS BY EMPOWERING THEM THROUGH TECHNICAL ASSISTANCE, TRAINING, FUNDRAISING SUPPORT, LEGISLATIVE ADVOCACY, MORTGAGE SERVICES AND MORE. 9 9 10 75 0 0 789008 855119 467404 362765 121 252 0 0 1256533 1218136 1835 0 0 0 514791 642485 0 0 83746 549519 527324 1066145 1169809 190388 48327 1448726 1404227 1080869 988043 367857 416184 X HABITAT OFFICES ACROSS TEXAS RELY ON HABITAT FOR HUMANITY TEXAS TO STRENGHTEN EFFORTS TO ADDRESS THE AFFORDABLE HOUSING CRISIS THAT FACE COMMUNITIES ACROSS THE STATE. HABITAT TEXAS DOES THIS BY EMPOWERING THEM THROUGH TECHNICAL ASSISTANCE, TRAINING, FUNDRAISING SUPPORT, LEGISLATIVE ADVOCACY, MORTGAGE SERVICES AND MORE. 0 0 434490 IN THE REALM OF DISASTER PREPAREDNESS, RESOURCE DEVELOPMENT, AND RECOVERY, HABITAT TEXAS PLAYS A PIVOTAL ROLE, SERVING AS THE LEAD HABITAT VOICE ON STATEWIDE VOLUNTEER ORGANIZATIONS SERVING IN DISASTERS. FOLLOWING THE DEVASTATING WINTER STORM URI, WE TOOK IMMEDIATE ACTION TO SUPPORT HABITAT AFFILIATES AND COMMUNITIES IN NAVIGATING THE CHALLENGES OF DISASTERS. THANKS TO A GENEROUS GRANT IN FY 2022, HABITAT TEXAS FACILITATED THE CREATION OF BUSINESS CONTINUITY PLANS FOR 57 INDIVIDUALS REPRESENTING 31 AFFILIATES. ADDITIONALLY, WE ENHANCED COMMUNITY SAFETY BY DISTRIBUTING 1,000 CO DETECTORS, A CRUCIAL DEFENSE AGAINST ONE OF THE TOP CAUSES OF DISASTER-RELATED FATALITIES. FURTHERING OUR COMMITMENT, WE EQUIPPED FOUR MOBILE RESPONSE UNITS FOR RAPID DEPLOYMENT AND PROVIDED ESSENTIAL DISASTER RESILIENCY CONSTRUCTION TRAINING TO 20 CONSTRUCTION MANAGERS. 192433 329976 HABTEX MORTGAGE - HABITAT TEXAS SERVICED 1278 LOANS IN 2023 FOR 25 AFFILIATES, WHICH IS ALMOST HALF THE TEXAS NETWORK. LOAN SERVICING IS THE PROCESS BY WHICH A COMPANY COLLECTS INTEREST, PRINCIPAL, AND ESCROW PAYMENTS FROM A BORROWER. AS A PART OF THIS, HABITAT TEXAS HELPED COUNSEL HABITAT HOMEBUYERS IN FINANCIAL LITERACY AND FORECLOSURE AVOIDANCE, RESPONSIBLE USE OF CREDIT, AND MORE. 191939 17575 LONE STAR ACADEMY - BRINGING TOGETHER THE MOST NUMBER OF TEXAS HABITATS IN THE NATION, THE LONE STAR SUMMIT SERVES AS A DYNAMIC HUB FOR KNOWLEDGE EXCHANGE, FOSTERING COLLABORATION AND INNOVATION WITHIN THE TEXAS HABITAT NETWORK. BY BRINGING TOGETHER PASSIONATE STAFF AND VOLUNTEERS, THE SUMMIT PROVIDES A PLATFORM TO SHARE BEST PRACTICES, TACKLE CHALLENGES, AND EXPLORE EMERGING TRENDS IN THE AREAS OF LEADERSHIP, CONSTRUCTION, VOLUNTEER MANAGEMENT, FUNDRAISING, AND MORTGAGE HOMEBUYER SERVICES. THROUGH INTERACTIVE SESSIONS, WORKSHOPS, AND NETWORKING OPPORTUNITIES, PARTICIPANTS GAIN VALUABLE INSIGHTS, ENHANCE THEIR SKILLS, AND BUILD STRATEGIC PARTNERSHIPS. IN AUGUST 2022, HABITAT TEXAS HOSTED 31 AFFILIATES WITH 166 ATTENDEES IN 47 SESSIONS WITH AN AVERAGE RATING OF 8.9 OUT OF 10 STARS. 44066 3699 ADVOCACY & EDUCATION 737 11515 DIRECTORS RETREAT AND WORKSHOPS 106755 MISCELLANEOUS OTHER PROGRAMS 151558 15214 970420 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 0 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 0 0 0 0 1 0 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X AMY LEDBETTER PARHAM 5125235725 12420 HEWITT LANE AUSTIN TX 78748 MIHA VINDIS PRESIDENT 3.00 X X 0 0 0 CRAIG CHICK VP STRATEGY & ALLIANCE/SEC 3.00 X X 0 0 0 DAVID MCGUIRE VP FINANCE/TREASURER 2.00 X X 0 0 0 PHILLIP SCHMANDT VP GOVERNANCE 1.00 X X 0 0 0 ANDY YORK VP AFFILIATE AFFAIRS 1.00 X X 0 0 0 SHAHREEN ABEDIN SECRETARY 2.00 X X 0 0 0 JOEY HOPKINS DIRECTOR 1.00 X 0 0 0 LAJUAN GORDON DIRECTOR 1.00 X 0 0 0 PHILIP STACY DIRECTOR 1.00 X 0 0 0 AMY PARHAM EXECUTIVE DIRECTOR 40.00 X 150094 0 13559 150094 0 13559 1 0 1 0 0 164188 690931 855119 MORTGAGE SERVICING 522291 323865 323865 SEMINAR & TRAINING INC 900099 38900 38900 362765 252 252 1218136 362765 0 252 155802 121526 14022 20254 399396 311529 35946 51921 11905 9285 1072 1548 24309 18962 2187 3160 51073 39837 4596 6640 9763 9763 3251 3251 46446 28744 17702 82630 72227 10403 62512 59961 2551 7971 4819 3152 102324 98802 3522 6475 6475 4164 1336 2605 223 DISASTER RELIEF 195820 195820 MISCELLANEOUS 4321 4321 BAD DEBTS 1647 1647 1169809 970420 115643 83746 1284470 1120097 31958 162598 122747 101973 3890 4098 108295 92834 5661 15461 1448726 1404227 62425 14930 163603 122400 850530 850689 4311 24 1080869 988043 X 367857 416184 367857 416184 1448726 1404227 48327 0 X 0 1 X 0 0 X 1299051 678263 540509 789008 855119 4161950 1299051 678263 540509 789008 855119 4161950 4161950 221 25 48 121 252 667 4162617 1498463 0.99980 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29568 568 30136 940284 970420 170563 42641 0 0 151203 172094 181615 170563 675475 1013213 1375 1533 62 30136 33106 37801 43024 45404 42641 168870 253305 1375 1387 62 29568 32392 PART I-A, LINE 1: HABITAT FOR HUMANITY TEXAS HELD A STATEWIDE TRAINING EVENT ON HOW TO ENGAGE ELECTED OFFICIALS. ADDITIONALLY, HABITAT TEXAS HELD A LEGISLATIVE LUNCHEON WITH A PROGRAM FEATURING A HOUSING ECONOMIST TO TEACH MEMBERS AND STAFF ABOUT THE NEED AND IMPACT OF THE HOUSING CRISIS. LASTLY, THE CEO PROVIDED WRITTEN AND ORAL TESTIMONY TO STATE OFFICIALS (LEGISLATIVE AND AGENCY) AND MET WITH LEGISLATIVE STAFF. 0 1 X 108295 92834 15461 15461 PAYROLL LIABILITIES PAYABLE 24 24 X 1218136 0 1218136 0 1218136 1169809 0 1169809 0 1169809 PART IV, LINE 2B: THE ORGANIZATION BEGAN SERVICING MORTGAGES ON BEHALF OF OTHER HABITAT FOR HUMANITY AFFILIATES AND ITSELF. THESE FUNDS ARE HELD IN ESCROW UNTIL THEY ARE PAID OVER TO THE APPROPRIATE ORGANIZATIONS, COMPANIES OR TAXING ENTITIES. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), THOUGH IT WOULD BE SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSES (UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC). CONTRIBUTIONS TO THE ORGANIZATION ARE TAX DEDUCTIBLE TO DONORS UNDER SECTION 170 OF THE IRC. THE ACCOUNTING STANDARDS ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESS THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM A TAX POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR FISCAL YEARS 2023 AND 2022. THE PREVIOUS THREE YEARS REMAIN SUBJECT TO EXAMINATION BY TAX JURISDICTIONS. 1 X X 0 0 0 0 0 0 0 0 0 AMY PARHAM EXECUTIVE DIRECTOR 150094 0 0 0 0 0 7724 0 5835 0 163653 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATIONAL STRUCTURE DOES NOT UTILIZE SUBCOMMITTEES; THEREFORE, THERE ARE NO RECORDED MINUTES. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE 990 IS REVIEWED BY THE TREASURER BEFORE FILING AND THEN SENT TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNNUALLY, THE VICE PRESIDENT OF GOVERNANCE ON THE BOARD OF DIRECTORS REVIEWS THE POLICY WITH THE BOARD. BOARD MEMBERS FILL OUT CONFLICT OF INTEREST FORMS, WHICH ARE FILED AND MONITORED FOR ANY SITUATION WHICH MAY ARISE. FORM 990, PART VI, SECTION B, LINE 15 IN THE PAST, COMPENSATION HAS BEEN COMPARED WITH A SALARY SURVEY OF HABITAT FOR HUMANITY AFFILIATES AND A SALARY SURVEY BY THE TEXAS ASSOCIATION OF NONPROFIT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE IN THE FORM OF THE ANNUAL REPORT.