2024-03-29T08:24:33-04:00 2023-06-30 460952065 BOUNTIFUL PEAK ADVISORS 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2022-07-01 870539094 HABITAT FOR HUMANITY OF SUMMIT & WASATCH COUNTIES UTAH INC HABI 4356581400 PO BOX 682704 PARK CITY UT 840682704 SHELLIE BARRUS EXECUTIVE DIRECTOR 4356581400 2024-03-26 true SHELLIE BARRUS XXX-XX-XXXX true JUSTIN R SHAW CPA CFE CGMA P00081558 8012943155 2024-03-29 2022 2023-04-26 12:10:37Z COUNTIES UTAH INC SHELLIE BARRUS PO BOX 682704 PARK CITY UT 840682704 3148148 false X WWW.HABITAT-UTAH.ORG X 1995 UT HABITAT FOR HUMANITY OF SUMMIT & WASATCH COUNTIES SEEKS TO BRING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. WE ENVISION A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE WITHIN OUR SERVICE AREA AND AROUND THE WORLD. 7 7 24 114 0 1672737 1651679 28928 40213 -3596 2088 -358151 -404838 1339918 1289142 15288 0 761787 708385 34520 67883 199436 406025 521451 1202332 1313007 137586 -23865 3586886 3698582 222341 348402 3364545 3350180 X HABITAT FOR HUMANITY OF SUMMIT & WASATCH COUNTIES SEEKS TO BRING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. WE ENVISION A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE WITHIN OUR SERVICE AREA AND AROUND THE WORLD. false false 717039 RESTORE: RESTORE IS A LOCAL SOCIAL ENTERPRISE OF HABITAT THAT ACCEPTS AND RE-SELLS DONATIONS OF GENTLY USED DURABLE GOODS INCLUDING BUILDING MATERIALS, APPLIANCES, FURNITURE, AND HOME FURNISHINGS. ADDITIONALLY, IN PARTNERSHIP WITH HABITAT INTERNATIONAL, THE RESTORE SELLS NEW CLOTHING, "BOUTIQUE" ITEMS, AND HOUSEHOLD GOODS. ALL RESTORE REVENUES SUPPORT HABITAT'S ABILITY TO PLAN AND EXECUTE ON ITS AFFORDABLE HOUSING AND EDUCATION PROGRAMS, WHILE ALSO SERVING A SIGNIFICANT SOCIAL AND ENVIRONMENTAL FUNCTION, ANNUALLY DIVERTING MORE THAN 700 TONS OF WASTE FROM LOCAL LANDFILLS. 225226 15288 40213 AFFORDABLE HOME OWNERSHIP OPPORTUNITIES HABITAT FOR HUMANITY COMPLETED CONSTRUCTION OF ONE SINGLE-FAMILY HOME IN THE SILVER CREEK VILLAGE DEVELOPMENT AND BEGAN CONSTRUCTION FOR AN ADDITIONAL 14 TOWNHOMES. THESE ARE ALL AFFORDABLE HOMES THAT ARE BUILT WITH SUPPORT FROM OUR COMMUNITY. TWO NEW HOMEOWNERS WERE SELECTED FOR THE 10-UNIT TOWNHOME PROJECT. OUR HOMEOWNERS ARE SELECTED THROUGH A COMPETITIVE APPLICATION PROCESS THAT INCLUDES COMPREHENSIVE FINANCIAL EDUCATION AND ARE ALL ASKED TO CONTRIBUTE "SWEAT EQUITY" DURING THE CONSTRUCTION PROCESS. EDUCATION PROGRAMS OUR CRITICAL EDUCATION PROGRAMS PREPARE LOW AND MODERATE-INCOME BUYERS FOR HOMEOWNERSHIP. THIS PROGRAM INCLUDES FREE FINANCIAL WORKSHOPS AND MULTI- SESSION ONLINE COURSES, FREE HOUSING COUNSELING INTEGRATING IN-PERSON AND ONLINE RESOURCES, AND FREE ADVOCACY AND ONE-ON-ONE REFERRALS IN-PERSON AND BY TELEPHONE. THIS ROBUST PROGRAM HELPS HARD-WORKING PEOPLE ACHIEVE ECONOMIC STABILITY. IN THE PAST YEAR WE SERVED MORE THAN 700 INDIVIDUALS AND 315 HOUSEHOLDS. VOLUNTEER ENGAGEMENT TO MAXIMIZE THE EFFICIENCY OF PROGRAM DELIVERY IN ALL OUR SERVICE AREAS, HABITAT UTILIZES A TEAM OF DEDICATED VOLUNTEERS. DURING THE 2022-2023 FISCAL YEAR, HABITAT RECORDED 2,422 VOLUNTEER HOURS FROM 114 VOLUNTEERS. 942265 true true false true false false false false false false true false false true false false true false false false false false false true true false false false true false false false false false false false false false true false false false false false false false false true 15 0 24 true false false false false false true true false false false false false false X 7 7 false false false false false false false true true false false true true true true true true true false false UT X X SHELLIE BARRUS 8015577356 6280 SILVER CREEK DRIVE PARK CITY UT 840986202 SHELLIE BARRUS EXECUTIVE DI 40.00 X 114309 0 9929 WALTER BENNETT PRESIDENT 1.50 X X 0 0 0 STEWART COHEN DIRECTOR 0.75 X 0 0 0 BRITNEY COMER DIRECTOR 1.00 X 0 0 0 LARRY GLUTH DIRECTOR 0.05 X 0 0 0 ELIZABETH KRUG TREASURER 1.00 X X 0 0 0 PATRICIA LINDEN SECRETARY 1.00 X X 0 0 0 RICH SONNTAG DIRECTOR 0.75 X 0 0 0 114309 9929 1 false false false 124562 10850 1516267 1279395 1651679 AMORTIZATION OF DISCOUNT 40213 40213 40213 2088 2088 46159 124562 46159 1408009 1812847 -404838 -404838 1289142 -364625 2088 15288 15288 128796 68262 43791 16743 483397 348405 71386 63606 15081 10889 1457 2735 34400 24837 3323 6240 46711 36682 4272 5757 19235 5578 10868 2789 67883 67883 51618 42818 3986 4814 10720 8060 2660 25110 15454 5074 4582 14736 6417 3959 4360 192849 176943 7953 7953 13319 10769 2550 10160 9359 561 240 1124 1124 7500 7500 10377 9729 324 324 44590 35688 8902 REPAIR & MAINTENANCE 35577 35577 BANK CHARGES 30591 29206 356 1029 DUES & FEES 24884 23586 1298 FOOD & ENTERTAINMENT 8671 950 7721 20390 19144 1246 1313007 942265 171306 199436 1359499 1053041 118292 57431 1220308 1317595 102034 89209 25190 23778 89500 82957 16920 6543 744643 1150985 3586886 3698582 85849 62835 5276 115864 280291 20628 222341 348402 X 3353045 3327888 11500 22292 3364545 3350180 3586886 3698582 X -23865 9500 X false false X 1446021 887636 1862061 1729460 1651679 7576857 1446021 887636 1862061 1729460 1651679 7576857 316318 7260539 1335 2256 653 904 2088 7236 7584093 5363813 0.95730 0.95030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 3080 false false 3080 false SCHEDULE C, PART II-B, LINE 1 SHELLIE BARRUS, LARRY GLUTH, A BOARD MEMBER, AND ALISON KUHLOW PARTICIPATED IN HABITAT FOR HUMANITY'S DAY ON THE HILL IN FEBRUARY 2023. THE EVENT WAS HELD IN WASHINGTON DC AND BOTH ATTENDED MEETINGS WITH FEDERAL LEGISLATORS. DISCUSSIONS DURING THE MEETINGS INCLUDED REQUESTS TO SUPPORT SPECIFIC INITIATIVES AS IDENTIFIED BY HABITAT FOR HUMANITY INTERNATIONAL. THROUGHOUT THE 12 MONTHS, BOTH SHELLIE AND ALISON WORKED WITH LOCAL, STATE AND ELECTED OFFICIALS WITHIN THE STATE OF UTAH TO HIGHLIGHT THE IMPORTANCE OF SINGLE-FAMILY HOME OWNERSHIP. OUR EFFORTS WERE JOINED BY THE OTHER UTAH HABITAT FOR HUMANITY AFFILIATES. 89500 82957 6543 6543 CONSTRUCTION IN PROGRESS 1150985 1150985 3128476 9500 1829834 1839334 1289142 1289142 3142841 1829834 1829834 1313007 1313007 SCHEDULE D, PAGE 4, PART XI, LINE 2D COST OF GOODS SOLD (RESTORE) 1,257,049 COST OF CONSTRUCTION 555,798 SPECIAL EVENTS EXPENSES 16,987 SCHEDULE D, PAGE 4, PART XII, LINE 2D COST OF GOODS SOLD (RESTORE) 1,257,049 COST OF CONSTRUCTION 555,798 SPECIAL EVENTS EXPENSES 16,987 false OVERALL BALL 170721 124562 46159 29172 16987 170721 124562 46159 29172 16987 46159 false LOAN FORGIVENESS 5 15288 FACE VALUE LOAN FORGIVENES SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION DOES NOT PROVIDE FUNDS DIRECTLY TO THE BENEFICIARIES. THE ASSISTANCE PROVIDED TO THE INDIVIDUALS REPRESENTS FORGIVENESS OF DEBT ON THE BASIS OF INDIVIDUALS HAVING MET CONTRACT-SPECIFIED OCCUPANCY REQUIREMENTS. X STORE INVENTORY 2 1241015 ACTUAL SALES X SUPPLIES 1 38380 ESTIMATED FMV false false false SCHEDULE M, PAGE 2, PART II THE ORGANIZATION IS REPORTING THE NUMBER OF IN-KIND DONATIONS RECEIVED ON SCHEDULE M. FORM 990 - ORGANIZATION'S MISSION HABITAT FOR HUMANITY OF SUMMIT & WASATCH COUNTIES SEEKS TO BRING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. WE ENVISION A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE WITHIN OUR SERVICE AREA AND AROUND THE WORLD. FORM 990, PAGE 2, PART III, LINE 4B AFFORDABLE HOME OWNERSHIP OPPORTUNITIES HABITAT FOR HUMANITY COMPLETED CONSTRUCTION OF ONE SINGLE-FAMILY HOME IN THE SILVER CREEK VILLAGE DEVELOPMENT AND BEGAN CONSTRUCTION FOR AN ADDITIONAL 14 TOWNHOMES. THESE ARE ALL AFFORDABLE HOMES THAT ARE BUILT WITH SUPPORT FROM OUR COMMUNITY. TWO NEW HOMEOWNERS WERE SELECTED FOR THE 10-UNIT TOWNHOME PROJECT. OUR HOMEOWNERS ARE SELECTED THROUGH A COMPETITIVE APPLICATION PROCESS THAT INCLUDES COMPREHENSIVE FINANCIAL EDUCATION AND ARE ALL ASKED TO CONTRIBUTE "SWEAT EQUITY" DURING THE CONSTRUCTION PROCESS. EDUCATION PROGRAMS OUR CRITICAL EDUCATION PROGRAMS PREPARE LOW AND MODERATE-INCOME BUYERS FOR HOMEOWNERSHIP. THIS PROGRAM INCLUDES FREE FINANCIAL WORKSHOPS AND MULTI- SESSION ONLINE COURSES, FREE HOUSING COUNSELING INTEGRATING IN-PERSON AND ONLINE RESOURCES, AND FREE ADVOCACY AND ONE-ON-ONE REFERRALS IN-PERSON AND BY TELEPHONE. THIS ROBUST PROGRAM HELPS HARD-WORKING PEOPLE ACHIEVE ECONOMIC STABILITY. IN THE PAST YEAR WE SERVED MORE THAN 700 INDIVIDUALS AND 315 HOUSEHOLDS. VOLUNTEER ENGAGEMENT TO MAXIMIZE THE EFFICIENCY OF PROGRAM DELIVERY IN ALL OUR SERVICE AREAS, HABITAT UTILIZES A TEAM OF DEDICATED VOLUNTEERS. DURING THE 2022-2023 FISCAL YEAR, HABITAT RECORDED 2,422 VOLUNTEER HOURS FROM 114 VOLUNTEERS. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, ACCOUNTANT, AND BOARD OF DIRECTORS FOR REASONABILITY AND ACCURACY PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C IT IS THE POLICY OF THE ORGANIZATION TO IDENTIFY AND MANAGE CONFLICTS OF INTEREST ON THE PART OF ITS BOARD, EXECUTIVE DIRECTOR, OFFICERS, EMPLOYEES, OR AGENTS WHICH MIGHT IMPAIR THEIR INDEPENDENCE OF JUDGEMENT OR INFLUENCE THEIR DECISIONS OR ACTIONS WITH RESPECT TO THE MISSION OF THE ORGANIZATION. ANY BOARD MEMBER, EMPLOYEE, OR AGENT OF THE ORGANIZATION SHALL DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST TO THE EXECUTIVE DIRECTOR OR BOARD PRESIDENT. IF A CONFLICT IS DETERMINED TO EXIST, THE BOARD WILL DETERMINE THE RESOLUTION OF THE CONFLICT IN AN EXECUTIVE SESSION. IF A CONFLICT IS DETERMINED TO EXIST FOR A MEMBER OF THE BOARD, THAT PERSON MAY NOT VOTE ON THE RESOLUTION OF THE CONFLICT. IF A BOARD MEMBER, EMPLOYEE, OR AGENT DOES NOT DISCLOSE A POTENTIAL CONFLICT OF INTEREST, OR REFUSES TO ELIMINATE A CONFLICT, THEY MAY BE SUBJECT TO LOSE THEIR POSITION ON THE BOARD, EMPLOYMENT POSITION, OR RELATIONSHIP WITH THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS IS RESPONSIBLE FOR DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR. IN DOING SO, THE BOARD CONSIDERS COMPENSATION FOR SIMILAR POSITIONS IN THE REGION. THE BOARD ALSO DOCUMENTS ITS DECISION IN THE BOARD MINUTES. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9 COST OF GOODS SOLD (RESTORE) 1,257,049 COST OF CONSTRUCTION 555,798 SPECIAL EVENTS EXPENSES 16,987 COST OF GOODS SOLD (RESTORE) -1,257,049 COST OF CONSTRUCTION -555,798 SPECIAL EVENTS EXPENSES -16,987