2024-02-16T16:49:05-06:00 2023-06-30 621142155 PUGH & COMPANY PC 315 N CEDAR BLUFF RD SUITE 200 KNOXVILLE TN 37923 990 2022-07-01 581727980 KNOXVILLE HABITAT FOR HUMANITY INC KNOX 8655233539 PO BOX 27478 KNOXVILLE TN 37927 ANNA ENGELSTAD INTERIM PRESIDENT/CEO 8655233539 2024-02-14 1 ANNA ENGELSTAD 999009999 0 KELLY A TUCKER CPA P01015909 8657690660 2024-02-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANNA ENGELSTAD PO BOX 27478 KNOXVILLE TN 37927 7525281 0 X WWW.KNOXVILLEHABITATFORHUMANITY.COM X 1985 TN BRINGING "PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE" THROUGH BUILDING AND SELLING AFFORDABLE HOMES TO LOW-INCOME FAMILIES. 22 22 50 1623 0 0 4621782 4122682 2760582 1772429 139810 217448 76624 141221 7598798 6253780 7100 8000 0 0 2189304 2409746 0 0 419253 3725121 3119606 5921525 5537352 1677273 716428 15712472 18160099 3318525 5161234 12393947 12998865 X SEEKING TO PUT GOD'S LOVE INTO ACTION, KNOXVILLE HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. OUR VISION IS A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE. 0 0 2613468 8000 1781839 KNOXVILLE HABITAT FOR HUMANITY PARTNERS WITH LOCAL LOW-INCOME FAMILIES TO HELP THEM BUILD A PLACE THEY CAN CALL HOME. FAMILIES WHO PARTNER WITH KNOXVILLE HABITAT EARN 80% OR LESS THAN THE AREA MEDIAN INCOME. WITH THE HELP OF VOLUNTEERS AND UNDER THE LEADERSHIP OF KNOXVILLE HABITAT, THE PARTNER FAMILY COMPLETES HOMEOWNER EDUCATION AND BUILDS A HOME. ONCE COMPLETED, THE FAMILY PURCHASES THE HOME AT AN AFFORDABLE AMOUNT WITH A 30-YEAR, 0%-INTEREST MORTGAGE. ALL PARTIES WORK TOGETHER TO HELP LOCAL FAMILIES BUILD THE STRENGTH, STABILITY AND INDEPENDENCE THEY NEED TO BUILD A BETTER LIFE FOR THEMSELVES AND THEIR FAMILIES. 587471 PARTNER FAMILIES COMPLETE 300 HOURS OF "SWEAT EQUITY" (HOMEOWNER EDUCATION) TO BUILD AND PURCHASE THEIR AFFORDABLE HOME. KNOXVILLE HABITAT FOR HUMANITY PROVIDES MORE THAN 200 HOMEOWNER EDUCATION CLASSES EACH YEAR. CLASSES ARE OFFERED ON MULTIPLE DAYS OF THE WEEK AND AT VARYING TIMES TO ACCOMMODATE SHIFT WORKERS. IN ADDITION TO WEEKLY BUDGETING CLASSES, THE CURRICULUM ALSO INCLUDES TOPICS SUCH AS: TELLING YOUR STORY, ORIENTATION 1 & 2, HOME MAINTENANCE, ENERGY EFFICIENCY, NUTRITION AND FOOD BUDGETS, GOOD NEIGHBOR 1 & 2, HOUSE CONSTRUCTION AND PURCHASE AGREEMENTS, AND A WILLS CLINIC. OUR FAMILY SERVICES STAFF WORK WITH FAMILIES BETWEEN CLASSES TO HELP THEM ADDRESS NEEDS AND NAVIGATE DEADLINES. KNOXVILLE HABITAT HAS A 96.7% HOMEOWNERSHIP SUCCESS RATE THAT IS GREATLY DUE TO THE OUTSTANDING 9 TO 18-MONTH HOMEOWNER EDUCATION AND FAMILY SUPPORT PROGRAM. 1135719 154450 EVERY PURCHASE CREATES AN OPPORTUNITY FOR A BETTER LIFE. THE KNOXVILLE HABITAT FOR HUMANITY RESTORE ACCEPTS DONATIONS OF NEW AND USED FURNITURE, CLOTHING, HOUSEHOLD ITEMS, BUILDING MATERIALS, APPLIANCES AND MORE AND OFFERS THESE ITEMS FOR SALE TO THE PUBLIC AT A FRACTION OF THE RETAIL PRICE. TAX-DEDUCTIBLE DONATIONS ARE ACCEPTED AT THE RESTORE, OR DONORS MAY ARRANGE FOR A SCHEDULED PICK UP FOR LARGER ITEMS. HIGHLY DESIRABLE ITEMS ARE MADE AVAILABLE FOR SALE TO THE PUBLIC, AND PROCEEDS FROM SALES HELP SUPPORT THE MISSION AND WORK OF KNOXVILLE HABITAT FOR HUMANITY. 4336658 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 38 0 1 50 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X ANNA ENGELSTAD 8655233539 PO BOX 27478 KNOXVILLE TN 37927 GARRY TENER CHAIRMAN ELECT 2.00 X 0 0 0 DAVID CARROLL DIRECTOR 2.00 X 0 0 0 LAUREL HOWANITZ DIRECTOR 1.00 X 0 0 0 BRENT BALL TREASURER 1.00 X 0 0 0 ANDY BLACK DIRECTOR 1.00 X 0 0 0 GABRIEL BOLAS PAST CHAIR 1.00 X 0 0 0 MICHAEL EWELL DIRECTOR 1.00 X 0 0 0 AARRON GRAY DIRECTOR 1.00 X 0 0 0 LYNNE LIDDINGTON DIRECTOR 1.00 X 0 0 0 MICHAEL SIMPSON DIRECTOR 1.00 X 0 0 0 DAVID W SMITH DIRECTOR 1.00 X 0 0 0 JAMES TUTTLE DIRECTOR 1.00 X 0 0 0 ASHLEY CATE VOGEL DIRECTOR 1.00 X 0 0 0 MIKE SHAMBLIN DIRECTOR 1.00 X 0 0 0 JOSHUA BALL DIRECTOR 1.00 X 0 0 0 PAT BRIGHT DIRECTOR 1.00 X 0 0 0 PAMELA DAWSON DIRECTOR 1.00 X 0 0 0 TIFFANY MARTIN SECRETARY 1.00 X 0 0 0 TYLER TANAKA DIRECTOR 1.00 X 0 0 0 PALMER CANTLER CHAIR 1.00 X 0 0 0 LEANN HEIDENREICH DIRECTOR 1.00 X 0 0 0 TY HALL DIRECTOR 1.00 X 0 0 0 KELLE SHULTZ PRESIDENT/CEO 40.00 X 130324 0 12932 130324 0 12932 1 0 0 0 ROMERO'S CONCRETE CONSTRUCTION INC 1728 LOVELL RD KNOXVILLE TN 37932 CONSTRUCTION 268067 CARROLL HEATING & AIR 2903 WEST BEAVER CREEK DR POWELL TN 37849 HVAC SERVICES 125205 2 259725 173527 3689430 1149444 4122682 HOMEOWNER MORTGAGES 525990 1220823 1220823 MORTGAGE AMORTIZATION 525990 551606 551606 1772429 57792 57792 4180 0 4180 4180 4180 4606 155050 0 0 4606 155050 159656 159656 0 259725 54643 -54643 -54643 1371308 1216858 154450 154450 MISCELLANEOUS 900099 32004 32004 RECYCLING INCOME 900099 5230 5230 37234 6253780 1936289 0 194809 8000 8000 130324 130324 1860710 1409707 259320 191683 47757 33813 9346 4598 223957 158568 43828 21561 146998 104079 28767 14152 39774 21252 18522 22800 12183 10617 1251 1251 85999 60890 16830 8279 191856 88335 1753 101768 216839 74994 106358 35487 338122 281058 53707 3357 50575 50575 47827 7383 27798 12646 217847 217847 20000 6917 9810 3273 111558 101518 6693 3347 56635 32171 24095 369 COSTS OF CONSTRUCTION 1607410 1607410 0 0 MISCELLANEOUS 95099 43978 32388 18733 REPAIRS/MAINTENANCE 16014 15980 34 0 5537352 4336658 781441 419253 213878 368836 2119093 2742342 1128285 743642 5356 0 7225765 7313909 169921 256679 61292 60055 3590766 915664 3333522 2675102 99703 102437 1355657 3897097 15712472 18160099 184048 202576 180837 112376 2924993 3289789 28647 1556493 3318525 5161234 X 10654200 10848738 1739747 2150127 12393947 12998865 15712472 18160099 X 716428 3094 -114604 X X 0 1 X 1 0 X 2800847 2878229 5137100 4621782 4122682 19560640 2800847 2878229 5137100 4621782 4122682 19560640 1895687 17664953 49243 29463 26625 29707 61972 197010 88904 35438 136512 88892 37234 386980 20144630 12648943 0.87690 0.91400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 99703 8685 4700 1251 102437 118207 -12392 4700 1412 99703 96995 27003 4400 1391 118207 97795 4822 4400 1222 96995 100188 3263 4435 1221 97795 0.00000 1.00000 0.00000 1 0 50000 50000 843415 378493 464922 188667 85054 103613 229814 136155 93659 1771171 507699 315962 1962908 2675102 HOMES UNDER CONSTRUCTION 2493448 OPERATING LEASE RIGHT-OF-USE ASSET 1403649 3897097 LEASE TO OWN PAYMENTS 30879 OPERATING LEASE LIABILITY 1525614 1556493 5681143 3094 227038 230132 5451011 1251 801518 802769 6253780 5536101 0 5536101 1251 1251 5537352 PART IV, LINE 2B: KNOXVILLE HABITAT FOR HUMANITY, INC. SERVICES MORTGAGES FOR THEIR FAMILIES AND HOLDS MONEY IN ESCROW. PART V, LINE 4: KNOXVILLE HABITAT FOR HUMANITY, INC. MAINTAINS AN ACCOUNT ("THE HABITAT FUND") WHICH IS HELD AND ADMINISTERED BY THE EAST TENNESSEE FOUNDATION ("ETF") FOR THE BENEFIT OF HABITAT. THE NET INCOME OF THE FUND, OR AN AMOUNT CALCULATED ACCORDING TO THE ANNUAL SPENDING RATE (A PERCENTAGE OF MARKET VALUE) SHALL BE DISTRIBUTED TO HABITAT EACH YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: PERMANENTLY RESTRICTED CONTRIBUTIONS 4,700. TEMPORARILY RESTRICTED CONTRIBUTIONS 222,338. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST INCOME AND INVESTMENT RETURN, NET 64,241. GAIN (LOSS) ON SALE OF ASSETS 155,050. GAIN ON SALE OF MORTGAGES 582,227. PART VIII, LINE 10B COST OF GOOD SOLD CONSISTS OF THE FOLLOWING: COST OF SALES - PAINT $35,742.56 COST OF SALES - CABINETS $77,237.87 COST OF GOODS SOLD - FLOORING $41,469.60 COST OF SALES - RESTORE $1,062,407.67 SPORTING CLAY TOURNAMENT 97397 97397 28892 WOMEN'S BUILD 64903 64903 11357 4 97425 97425 14394 259725 259725 54643 54643 -54643 1 HABITAT HUMANITY INTERNATIONAL 121 HABITAT STREET AMERICUS GA 31709 911914868 501(C)3 8000 0 TITHES TO HABITAT FOR HUMANITY INTERNATIONAL (HFHI) SPECIFICALLY FOR FUNDING HOMES IN LESOTHO. KNOXVILLE HABITAT FOR HUMANITY'S BOARD OF DIRECTORS VOTES ANNUALLY TO TITHE $1,000 OF EACH HOME SOLD TO A LOCAL FAMILY TO SUPPORT HFHI'S WORK IN LESOTHO, A LANDLOCKED COUNTRY SURROUNDED BY SOUTH AFRICA. PART I, LINE 2: THE DIRECTOR OF HABITAT FOR HUMANITY LESOTHO COMMUNICATES ROUTINELY WITH KNOXVILLE HABITAT FOR HUMANITY, SHARING SPECIFIC STORIES OF HOME BUILDS SUPPORTED BY THE TITHES AND INTRODUCING KNOXVILLE HABITAT TO FAMILIES DIRECTLY BENEFITING FROM THIS FUNDING. FURTHERMORE, KNOXVILLE HABITAT HAS ORGANIZED VOLUNTEERS TO WORK ON GLOBAL VILLAGE TRIPS IN LESOTHO, PROVIDING A FIRSTHAND OPPORTUNITY TO VIEW THE IMPACT OF THE TITHES. THE GRANT FUNDS IN THE UNITED STATES ARE MONITORED BY ACCOUNTING FOR EACH GRANT AS AN INDEPENDENT COST. THE GRANT FUNDS ARE ACCOUNTED FOR AS A DISTINCT, SEPARATE CATEGORY WITHIN THE ACCOUNTING SYSTEM. THE GRANT EXPENDITURES ARE ACCOUNTED FOR UTILIZING ADEQUATE DOCUMENTATION AND WITH A SYSTEM OF CHECKS AND BALANCES. THE GRANT EXPENDITURES ARE MONITORED TO ENSURE THAT OVER-SPENDING AND UNDER-SPENDING CAN BE ADDRESSED BEFORE THE END OF THE GRANT PERIOD TO ENSURE THAT GRANT FUNDS ARE SPENT FOR THEIR INTENDED PURPOSE AND CAN BE FULLY ACCOUNTED FOR AT ALL TIMES. DIAMOND BUILDING SERVICES LLC DIRECTOR BUSINESS 103028 ROOFING SUBCONTRACTING SERVICES 0 X INVENTORY 0 1132660 FAIR VALUE X BLDG MATERIALS 0 16784 FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO ALL OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. FURTHER, THE FINANCE COMMITTEE APPROVES THE 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE IN WRITING TO THE BOARD OF DIRECTORS ANY PERSON TO WHOM THEY ARE CLOSELY RELATED OR ANY ORGANIZATION WITH WHICH THEY ARE AFFILIATED WHO OR WHICH PRESENTLY TRANSACTS BUSINESS WITH THE CORPORATION OR A RELATED ENTITY OR MIGHT REASONABLY BE EXPECTED TO DO SO IN THE FUTURE. EACH DISCLOSURE SHALL BE UPDATED AND RESUBMITTED TO THE SECRETARY OF THE BOARD ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED ANNUALLY. REGARDING THE PRESIDENT/CEO'S COMPENSATION, THE EXECUTIVE COMMITTEE MAKES ANY RECOMMENDATIONS AND APPROVES COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND BY-LAWS ARE KEPT BY THE OFFICE MANAGER AND ARE AVAILABLE FOR REVIEW UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND BY-LAWS ARE KEPT BY THE OFFICE MANAGER AND ARE AVAILABLE FOR REVIEW UPON REQUEST. FORM 990, PART XI, LINE 9: ADOPTION OF ASC 842 LEASE STANDARD ADJUSTMENT -114,604. PART XII, LINE 2C NO CHANGE WAS MADE FROM PRIOR YEAR. HABITAT HUMANITY INTERNATIONAL 121 HABITAT STREET AMERICUS GA 31709 911914868 BUILD HOMES IN OTHER COUNTRIES OC 501(C)(3) N/A 0 HABITAT FOR HUMANITY OF GREATER MEMPHIS 7136 WINCHESTER ROAD MEMPHIS TN 381252016 621157233 BUILD HOMES IN MEMPHIS, TN TN 501(C)(3) N/A 0 HABITAT FOR HUMANITY OF TENNESSEE PO BOX 10375 MURFREESBORO TN 37129 830368176 BUILD HOMES IN TENNESSEE TN 501(C)(3) N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 HABITAT INTERNATIONAL B 8000 CASH HABITAT INTERNATIONAL R 15000 CASH HABITAT INTERNATIONAL C 34528 CASH HABITAT FOR HUMANITY TENNESSEE R 5000 CASH HABITAT FOR HUMANITY MEMPHIS C 139000 CASH