2024-05-03T09:31:56-05:00 2023-12-31 350865680 PILE CPAS ONE INDIANA SQ SUITE 1200 INDIANAPOLIS IN 46204 990 2023-01-01 351715910 HABITAT FOR HUMANITY OF GREATER INDIANAPOLIS INC HABI 3179212121 3135 N MERIDIAN STREET INDIANAPOLIS IN 46208 JIM MORRIS PRESIDENT & CEO 3179212121 2024-05-03 1 JIM MORRIS 999009999 0 JEREMY C KOPECK CPA P00967303 3172693454 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z GREATER INDY HABITAT FOR HUMANITY JIM MORRIS 3135 N MERIDIAN STREET INDIANAPOLIS IN 46208 23696676 0 X INDYHABITAT.ORG X 1987 IN SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. 18 18 111 5759 0 0 3745145 4924337 8108351 11235061 1537825 3618021 396909 653884 13788230 20431303 0 8000 0 0 3879117 4877224 0 0 776804 9279055 14307666 13158172 19192890 630058 1238413 27656573 28927850 4312596 4255315 23343977 24672535 X SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. 0 0 13425307 10615354 BUILT OR RENOVATED HOUSES IN PARTNERSHIP WITH FAMILIES WHO QUALIFY AND THEN SELL THOSE HOUSES TO THOSE FAMILIES AT NO PROFIT, FINANCED WITH AFFORDABLE, NO-INTEREST LOANS. 3398301 4302770 THE RESTORE IS A HOME IMPROVEMENT THRIFT STORE THAT SELLS DONATED NEW AND GENTLY USED MERCHANDISE AT A SIGNIFICANT DISCOUNT TO THE GENERAL PUBLIC. ALL PROCEEDS BENEFIT GREATER INDY HABITAT FOR HUMANITY AS IT BUILDS HOMES, COMMUNITIES, AND HOPE FOR FAMILIES IN NEED OF AFFORDABLE HOUSING. 615460 8000 PROVIDE FINANCIAL LITERACY AND HOME MAINTENANCE EDUCATION TO QUALIFIED HOMEBUYERS THROUGH CLASSES AND VOLUNTEER SWEAT-EQUITY HOURS. 213890 PROVIDE AND MANAGE VOLUNTEERS, SUPPORT AND HOSPITALITY TO SITES WHERE HOMES ARE BEING BUILT OR REHABILITATED 213890 17652958 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 54 0 1 111 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X THE ORGANIZATION 3179212121 3135 N MERIDIAN STREET INDIANAPOLIS IN 46208 CHRISTINA KRUITHOFF TREASURER 2.00 X X 0 0 0 MARK NOTTINGHAM CHAIR 2.00 X X 0 0 0 ERIC HOBSON SECRETARY 2.00 X X 0 0 0 PAM HOPPEL VICE CHAIR 2.00 X X 0 0 0 JUSTIN CROTZER DIRECTOR 1.00 X 0 0 0 KELLI LAWRENCE DIRECTOR 1.00 X 0 0 0 ASHELY SCRUGGS DIRECTOR 1.00 X 0 0 0 CAMILE BLUNT DIRECTOR 1.00 X 0 0 0 ANNE SHARKEY DIRECTOR 1.00 X 0 0 0 DAN O'BRIEN DIRECTOR 1.00 X 0 0 0 TRACI THOMSON DIRECTOR 1.00 X 0 0 0 MATTHEW WRIGHT DIRECTOR 1.00 X 0 0 0 MARLI WILLIAMS DIRECTOR 1.00 X 0 0 0 CHRISTINE RASCHE DIRECTOR 1.00 X 0 0 0 JOANNA MITCHELL-BROWN DIRECTOR 1.00 X 0 0 0 LAKENYA CHANCEY DIRECTOR 1.00 X 0 0 0 AMBER DAGIT DIRECTOR 1.00 X 0 0 0 SARA VANSLAMBROOK DIRECTOR 1.00 X 0 0 0 JIM MORRIS PRESIDENT & CEO 40.00 X 188084 0 12161 ANNIE COSTLOW CFO 40.00 X 117742 0 9420 THEODORE MOSEY COO 40.00 X 122947 0 9520 428773 0 31101 3 0 1 0 CUSTOM CONCRETE 17241 FOUNDATOIN PARKWAY WESTFIELD IN 46074 CONCRETE AND FOUNDATION WORK 716662 MCDOUGALLE CONTRACTING INC 3217 S OXFORD STREET INDIANAPOLIS IN 46237 WATER AND SEWER 592976 REYNOLDS CONSTRUCTION 3820 N COUNTY ROAD 575 E BROWNSBURG IN 46112 GENERAL CONSTRUCTION SERVICES 589558 MITCHELL & SONS HVAC PO BOX 20387 INDIANAPOLIS IN 46220 GENERAL CONSTRUCTION SERVICES 367504 COMFORT PRO HEATING & COOLING 4084 PENDLETON WAY SUITE 259 INDIANAPOLIS IN 46226 HVAC SERVICES 257401 18 438762 4485575 699008 4924337 HOME SALES 230000 6525808 6525808 RESTORE SALES 459510 4302770 4302770 MORTGAGE LOAN DISC AMORT 230000 406483 406483 11235061 140630 140630 528366 6189345 542622 2697698 -14256 3491647 3477391 3483667 -6276 479541 25053 454488 454488 MISCELLANEOUS 900099 199396 199396 199396 20431303 14918124 0 588842 X 8000 8000 467352 195544 210784 61024 3623007 2996084 265078 361845 61320 51853 2963 6504 434936 395456 14039 25441 290609 235714 23408 31487 20998 20998 31540 31540 16489 16489 101078 101078 46699 46699 160353 67245 13177 79931 104072 43717 55387 4968 19857 19857 200000 200000 193977 160081 33896 208441 198165 10276 HABITAT HOME EXPENSE 6860376 6860376 MORTGAGE DISCOUNT 3770794 3770794 MISCELLANEOUS 644989 553984 90521 484 IN-KIND 602877 602877 1325126 1165291 -45285 205120 19192890 17652958 763128 776804 7753872 7401304 715051 734751 871571 728269 6979131 6390170 2812275 4244419 214520 181246 5335560 1484408 3639887 3851152 2557862 2758428 2112404 2638111 27656573 28927850 779660 435856 170721 43267 245650 306665 1089537 1092343 2027028 2377184 4312596 4255315 X 23232612 24184362 111365 488173 23343977 24672535 27656573 28927850 X 1238413 81195 8950 X 0 1 X 1 0 X 4624000 3580903 4341576 3745145 4924337 21215961 4624000 3580903 4341576 3745145 4924337 21215961 780709 20435252 1554 8498 13363 28529 140630 192574 101497 64774 61835 173711 199396 601213 22009748 39958582 0.92850 0.94400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 101,497. 2020 AMOUNT: $ 64,774. 2021 AMOUNT: $ 61,835. 2022 AMOUNT: $ 173,711. 2023 AMOUNT: $ 199,396. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 88865 8950 97815 117137 -13272 15000 88865 92007 25130 117137 83837 8170 92007 74058 9779 83837 0.42987 0.57013 1 0 604550 604550 3930438 912164 3018274 800572 572244 228328 3851152 LAND AVAILABLE FOR FUTURE USE 565488 BENEFICIAL ASSETS HELD BY OTHERS 97815 INVESTMENT IN JOINT VENTURE 847210 OPERATING LEASE RIGHT-OF-USE ASSETS, NET 1127598 2638111 MORTGAGE SERVICE AGREEMENT 1240721 RIGHT-OF-USE OPERATING LEASE LIABILITY 1136463 2377184 X PART IV, LINE 2B: HABITAT MAINTAINS A BANK ACCOUNT AT A FINANCIAL INSTITUTION FOR ESCROW PAYMENTS FOR TAXES AND INSURANCE MADE ON BEHALF OF HOMEOWNERS. THE ACCOUNT HAS BEEN INCLUDED IN CASH LIMITED AS TO USE AND TIMING WITH A CORRESPONDING ESCROW BALANCE RECORDED IN THE STATEMENT OF FINANCIAL POSITION. PART V, LINE 4: HABITAT HOLDS AN ENDOWMENT THROUGH THE CENTRAL INDIANA COMMUNITY FOUNDATION ("CICF"). THE PRINCIPAL AMOUNT WILL PERMANENTLY REMAIN WITH CICF, WITH INVESTMENT INCOME EARNED ON THE INVESTMENT TO BE PAID BACK TO HABITAT. THE MAXIMUM AMOUNT THAT HABITAT MAY WITHDRAW IN A YEAR IS 5% OF THE PRIOR FUND BALANCE PLUS ANY CARRYOVER SPENDABLE AMOUNT. FUTURE DONATIONS MADE TO THE ENDOWMENT WILL CONTINUE TO REMAIN PERMANENTLY WITH CICF, WITH INCOME EARNED ON THOSE DONATIONS TO BE PAID TO HABITAT AS DESCRIBED. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON ITS RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVIDSION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN MADE. THE ORGANIZATION FILES THE REQUIRED FEDERAL AND STATE INFORMATION RETURNS. WHENEVER TAX RETURNS ARE FILED, THE FILING ORGANIZATION MUST EVALUATE THE MERITS OF ITS TAX POSITIONS AND DETERMINE IF THEY WILL BE ULTIMATELY SUSTAINED. THOSE TAX POSITIONS FOR THE ORGANIZATION INCLUDE MAINTAINING THEIR TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME. THE ORGANIZATION BELIEVES THESE POSITIONS ARE SUSTAINABLE. ALTHOUGH THE ORGANIZATION HAS NOT INCURED ANY INTEREST AND PENALTIES ASSOCIATED WITH THESE POSITIONS, IT IS IN THEIR POLICY TO EXPENSE THEM IN THE STATEMENT OF ACTIVITIES. PANEL BUILDS 479541 479541 25053 479541 479541 25053 25053 454488 1 SCHOLARSHIPS 4 8000 PART I, LINE 2: THE ORGANIZATION HAS OUTSOURCED THE OPERATION OF THE SCHOLARSHIP PROGRAM TO SCHOLARSHIP AMERICA. X X 0 0 0 0 0 0 0 0 0 JIM MORRIS PRESIDENT & CEO 188084 0 0 0 0 0 3825 0 8336 0 200245 0 0 0 X 681808 INVOICE PRICE/MKT VALUE X 17200 PROPERTY TAX RECORDS 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B STAFF COMPLETED A PRE-QUESTIONNAIRE. FINANCE COMMITTEE RECEIVED DRAFT OF FORM 990 AND REVIEWED WITH THE STAFF AND THE PREPARER. APPLICABLE CHANGES WERE MADE BEFORE THE FORM 990 WAS COMPLETED. FULL BOARD WAS ALSO GIVEN ACCESS TO THE FORM 990 FOR REVIEW AND QUESTIONS. THE FINANCE COMMITTEE ALSO REPORTED THE RESULTS OF ITS REVIEW OF THE FORM 990 TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE CEO AND PRESIDENT REVIEWS THE STATEMENTS AND FORWARDS ANY CONFLICTS TO THE BOARD CHAIRMAN FOR RESOLUTION. BOARD MEMBERS ARE NOT PERMITTED TO VOTE ON ANY ITEMS FOR WHICH A CONFLICT OF INTEREST EXISTS. BEGINNING IN 2009, EMPLOYEES LIKEWISE ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE CEO AND PRESIDENT MONITORS THESE STATEMENTS. EMPLOYEES ARE PROHIBITED FROM CONDUCTING BUSINESS OR BEING ABLE TO INFLUENCE ANY DECISIONS FOR WHICH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 CERTAIN APPOINTED BOARD MEMBERS REVIEW THE PERFORMANCE OF THE CEO AND PRESIDENT ON AN ANNUAL BASIS. THESE MEMBERS DETERMINE COMPENSATION, BASED UPON THEIR COMPARATIVE RESEARCH AND REVIEWS AND MAKES ANY NECESSARY ADJUSTMENTS BASED UPON THE PERFORMANCE EVALUATION. THE BOARD THEN APPROVES THE CEO/PRESIDENT'S SALARY. OTHER EMPLOYEES ARE REVIEWED BY THEIR SUPERVISORS ON AN ANNUAL BASIS AND ANY COMPENSATION ADJUSTMENT IS MADE BASED UPON THE RESULTS OF THEIR PERFORMANCE EVALUATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST OF THE ORGANIZATION'S CONTROLLER. FORM 990, PART IX, LINE 24E MAINTENANCE & UTILITIES: PROGRAM SERVICE EXPENSES 451,635. MANAGEMENT AND GENERAL EXPENSES 41,911. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 493,546. INDIRECT CONSTRUCTION COSTS: PROGRAM SERVICE EXPENSES 380,635. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 380,635. PROMOTIONAL EVENTS & MATERIALS: PROGRAM SERVICE EXPENSES 1,206. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 139,816. TOTAL EXPENSES 141,022. BANK/CREDIT CHECK FEES: PROGRAM SERVICE EXPENSES 103,523. MANAGEMENT AND GENERAL EXPENSES 8,922. FUNDRAISING EXPENSES 18,917. TOTAL EXPENSES 131,362. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 10,570. MANAGEMENT AND GENERAL EXPENSES 81,789. FUNDRAISING EXPENSES 14,312. TOTAL EXPENSES 106,671. REPAIR EXPENSE: PROGRAM SERVICE EXPENSES 58,122. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,122. TELEPHONE & COMMUNICATIONS: PROGRAM SERVICE EXPENSES 40,497. MANAGEMENT AND GENERAL EXPENSES 7,244. FUNDRAISING EXPENSES 5,690. TOTAL EXPENSES 53,431. PRINTING AND PUBLICATIONS: PROGRAM SERVICE EXPENSES 14,189. MANAGEMENT AND GENERAL EXPENSES 7,939. FUNDRAISING EXPENSES 26,385. TOTAL EXPENSES 48,513. MORTGAGE SERVICE EXPENSE: PROGRAM SERVICE EXPENSES 104,914. MANAGEMENT AND GENERAL EXPENSES -193,090. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -88,176. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST 8,950. HABITAT DEVELOPMENT CORPORATION LLC 3135 N MERIDIAN STREET INDIANAPOLIS IN 46208 880949388 HOUSING DEVELOPMENT IN 254762 676715 N/A