2024-02-01T07:13:19-06:00 2023-06-30 203723571 RDG PARTNERS CPAS PLLC 10 WINTHROP STREET ROCHESTER NY 14607 990 2022-07-01 133281487 FLOWER CITY HABITAT FOR HUMANITY INC FLOW 5855461470 755 CULVER ROAD ROCHESTER NY 14609 MATTHEW J FLANIGAN PRESIDENT & CEO 5855461470 2023-12-18 1 MATTHEW FLANIGAN 999009999 1 TIMOTHY M HERN CPA P00895031 5856732600 2023-12-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GREATER ROCHESTER HABITAT FOR HUMANITY MATTHEW J FLANIGAN 755 CULVER ROAD ROCHESTER NY 14609 9170376 0 X WWW.ROCHESTERHABITAT.ORG X 1984 NY BUILD HOMEOWNERSHIP, COMMUNITIES AND HOPE IN PARTNERSHIP WITH FAMILIES IN NEED OF AFFORDABLE HOUSING. 30 29 40 1555 0 0 6731732 4623755 1527332 3098669 30443 660950 -53 41217 8289454 8424591 0 0 0 0 1145886 2016472 62760 60299 597277 1636442 4664832 2845088 6741603 5444366 1682988 10778351 13255825 712198 1482777 10066153 11773048 X THE ORGANIZATION'S MISSION IS TO BUILD HOMEOWNERSHIP, COMMUNITIES ANDHOPE IN PARTNERSHIP WITH FAMILIES IN NEED OF DECENT, AFFORDABLEHOUSING. HABITAT HOMEBUYERS HELP BUILD THEIR OWN HOMES VIA 300 HOURSOF SWEAT EQUITY ALONGSIDE VOLUNTEERS AND PAY AN AFFORDABLE MORTGAGE. 0 0 4069142 1621353 FAMILIES 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[1]PROFIT LOANS, HABITAT MAKES ITS HOUSES AFFORDABLE FOR LOW-INCOME FAMILIES TO PURCHASE. AFFORDABLE HOMEOWNERSHIP HELPS CREATE THE CONDITIONS THAT FREE FAMILIES FROM INSTABILITY, STRESS AND FEAR AND ENCOURAGE SELF-RELIANCE AND CONFIDENCE. GREATER ROCHESTER HABITAT FOR HUMANITY PLACED 11 NEW HOMEOWNERS DURING THE FISCAL YEAR ENDED JUNE 30, 2023. 1320671 1474965 OUR 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 GREATER ROCHESTER HABITAT FOR HUMANITY STAFF MEMBERS TO COMPLETE THE REPAIRS. GREATER ROCHESTER HABITAT FOR HUMNITY SERVED 19 INDIVIDUALS DURING FY2023. 93448 2351 GREATER ROCHESTER HABITAT FOR HUMANITY OPERATES THREE RESTORES WHERE WE SELL NEW AND GENTLY USED FURNITURE, APPLIANCES, HOME DECOR AND BUILDING MATERIALS. PROCEEDS OF THE RESTORE ARE USED TO FUND THE OPERATING NEEDS AND GROWTH GOALS OF THE ORGANIZATION. 5483261 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 17 0 1 40 1 0 0 0 0 0 1 1 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X THE ORGANIZATION 5855461470 755 CULVER ROAD ROCHESTER NY 14609 JONATHAN MILLER CHAIR 4.00 X X 0 0 0 JUSTIN SANSONE EX OFFICIO, PAST PRESIDENT 4.00 X X 0 0 0 STACI EVANS VICE CHAIR 4.00 X X 0 0 0 JAMES DARCY TREASURUER 4.00 X X 0 0 0 CORI ZINTER ASSISTANT TREASURER 4.00 X X 0 0 0 KIM GAYLORD SECRETARY 4.00 X X 0 0 0 ROBERT AUGUST DIRECTOR 2.00 X 0 0 0 ERICK BOND DIRECTOR 2.00 X 0 0 0 HOLLY CICCONI-EGGLESTON PHD DIRECTOR 2.00 X 0 0 0 CLAYTON CLOEN DIRECTOR 2.00 X 0 0 0 SARAH COMPTER DIRECTOR 2.00 X 0 0 0 KRISTINA DENGLER DIRECTOR 2.00 X 0 0 0 JORDAN DIXON DIRECTOR 2.00 X 0 0 0 LISA CRITCHLEY SPHR SHRM-SCP DIRECTOR 2.00 X 0 0 0 CICCONI-EGGLESTON PHD HOLLY DIRECTOR 2.00 X 0 0 0 JEFFREY FASOLDT DIRECTOR 2.00 X 0 0 0 RYAN HOOK DIRECTOR 2.00 X 0 0 0 JENNIFER HUNGATE DIRECTOR 2.00 X 0 0 0 JOSEPH KOENIG DIRECTOR 2.00 X 0 0 0 SUSAN KWIK DIRECTOR 2.00 X 0 0 0 VALERIE LAWRENCE DIRECTOR 2.00 X 0 0 0 JOSH MILLER DIRECTOR 2.00 X 0 0 0 BEN NORTHRUP DIRECTOR 2.00 X 0 0 0 KIM NUGENT DIRECTOR 2.00 X 0 0 0 HENNY O'CONNOR DIRECTOR 2.00 X 0 0 0 ELLEN POLIMENI DIRECTOR 2.00 X 0 0 0 LINDSAY PRITCHARD-FOX DIRECTOR 2.00 X 0 0 0 SCOTT SYDELNIK DIRECTOR 2.00 X 0 0 0 JENNA WAGNER DIRECTOR 2.00 X 0 0 0 MATTHEW J FLANIGAN CEO & EXECUTIVE DIRECTOR 40.00 X 141137 0 14165 141137 0 14165 1 0 1 0 0 22402 138975 232572 4229806 1479755 4623755 RESTORE INCOME 444100 1474965 1474965 MORTGAGE HOME SALES 531390 1391961 1391961 MORTGAGE DISCOUNT AMORTIZATIO 525990 176245 176245 OTHER PROGRAM INCOME 900099 53147 53147 HOME REPAIR PROGRAM 811000 2351 2351 3098669 151509 151509 57808 1118313 57363 609317 445 508996 509441 508996 445 79105 138975 79105 0 OTHER INCOME 900099 41217 41217 41217 8424591 3648882 0 151954 155302 85072 35650 34580 1524185 819384 356080 348721 10334 6710 1954 1670 179939 116849 34015 29075 146712 78870 34275 33567 13454 8681 4773 60299 60299 2412 2412 91685 53895 32524 5266 75557 27624 10184 37749 26716 7736 15745 3235 23284 18210 3114 1960 194385 187575 6729 81 19628 1681 12335 5612 14009 8106 4166 1737 16964 3254 13706 4 125000 125000 86466 72838 12625 1003 103967 74057 28055 1855 COST OF HOMES SOLD, NET 2196495 2196495 DISCOUNT ON MORTGAGES R 788577 788577 CHANGE IN DISCOUNT ON C 293609 293609 EQUIPMENT MAINTENANCE 193596 129577 39012 25007 399028 379461 13711 5856 6741603 5483261 661065 597277 86654 562030 4787171 1492378 648997 524309 14376 4891 2259283 2382142 1794669 2275290 3041 55498 2221255 1106721 618671 1114534 332033 4210339 233456 634414 10778351 13255825 205747 371590 87629 26500 21715 479951 580079 0 421764 712198 1482777 X 9184602 10831374 881551 941674 10066153 11773048 10778351 13255825 1682988 23907 0 X X 0 1 X 1 0 X 1969764 2504067 1570625 2356102 2040438 10440996 1969764 2504067 1570625 2356102 2040438 10440996 172766 10268230 155 14902 22506 30443 151954 219960 258605 233456 41217 533278 11194234 10839318 0.91730 0.93090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 264000 264000 848901 304446 544455 546457 412422 134035 561897 389853 172044 1114534 OPERATING LEASE LIABILITY 421764 421764 8525191 23907 -2412 21495 8503696 -79105 -79105 8424591 6818296 79105 79105 6739191 2412 2412 6741603 PART IV, LINE 2B: THE ORGANIZATION PARTNERS WITH LOW INCOME PEOPLE IN NEED TO PREPARE THEM FOR THE RESPONSIBILITIES OF HOME OWNERSHIP AND MORTGAGE REPAYMENT. AS A RESULT, PART OF THE HOUSING PROGRAM INVOLVES TRAINING WORKSHOPS ON BUDGETING, FINANCE, AND HOME MAINTENANCE. IN ADDITION, ONCE A HOME IS SOLD TO A HABITAT FOR HUMANITY HOMEOWNER, FLOWER CITY HABITAT FOR HUMANITY HOLDS A NO-PROFIT MORTGAGE ON THE HOUSE. PART OF THIS PROCESS INCLUDES THE COLLECTION OF TAX AND INSURANCE ESCROWS, AND OTHER RELATED COSTS IN COMPLIANCE WITH APPLICABLE LAW. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -2,412. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENTS EXPENSE -79,105. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENTS EXPENSE 79,105. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 2,412. X X X X X X X 1 HABITAT FOR HUMANITY INTERNATIONAL 285 PEACHTREE CENTER AVE NE ATLANTA GA 30303 SOLICITATION OF ONLINE DONATIONS AND CONTRIBUTIONS 0 107624 49422 58202 BLUE STATE DIGITAL 62187 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 SOLICITATION OF ONLINE DONATIONS AND CONTRIBUTIONS 0 7305 10320 -3015 114929 59742 55187 NY ANNUAL GALA 192047 128651 63396 63396 2 26033 10324 15709 15709 218080 138975 79105 79105 79105 0 0 0 0 0 0 0 0 0 0 MATTHEW J FLANIGAN CEO & EXECUTIVE DIRECTOR 141137 0 0 0 0 0 1179 0 12986 0 155302 0 0 0 X 1 306897 NET BOOK VALUE X CONSTRUCTION IN PROGRESS AND HOMES AVAILABLE FOR SALE 10 569650 NET BOOK VALUE X MORTGAGE RECEIVABLES 10 304543 NET BOOK VALUE X NOTES RECEIVABLE 10 105406 NET BOOK VALUE X LEASEHOLD IMPROVEMENTS, EQUIPMENT AND FURNITURE 50 103816 NET BOOK VALUE X DONATED CONSTRUCTION SERVICES 1 36952 FAIR MARKET VALUE X GRANTS RECEIVABLE 10 30006 NET BOOK VALUE X DONATED MATERIALS AND SUPPLIES 10 22485 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED IN DETAIL BY THE TREASURER PRIOR TO BEING PROVIDED TO AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE COMPLETED ANNUALLY BY ALL BOARD MEMBERS. THE ORGANIZATION'S AUDIT COMMITTEE REVIEWS ALL CONFLICTS OF INTEREST AND BRINGS ANY ISSUES TO THE BOARD OF DIRECTORS AS NEEDED BASED ON THAT REVIEW. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REQUESTS THIRD-PARTY, INDEPENDENT ANNUAL COMPETITIVE CEO COMPENSATION DATA FROM THE CHAIR OF THE COMPENSATION COMMITTEE. THE EXECUTIVE COMMITTEE REVIEWS THE MARKET DATA AND THE CEO'S PERFORMANCE AS COMPARED TO ANNUAL GOALS APPROVED BY THE BOARD OF DIRECTORS. IF A CHANGE IN COMPENSATION (I.E. AN INCREASE), THE EXECUTIVE COMMITTEE MUST APPROVES THE CHANGE AND PROPOSE THE CHANGE TO THE FULL BOARD FOR APPROVAL. THE BOARD VOTES AND MUST APPROVE ANY CHANGES IN COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, THE ORGANIZATION'S 990 IS AVAILABLE TO THE PUBLIC ON WWW.GUIDESTAR.ORG AND ON WWW.CHARITIESNYS.COM. FORM 990, PART XII, LINE 2C: THE WAS NO CHANGE TO THE OVERSIGHT PROCESS DURING THE YEAR.