2024-11-15T15:39:53-06:00 2024-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2023-07-01 421275330 GREATER DES MOINES HABITAT FOR HUMANITY INC GREA 5154718686 95 UNIVERSITY AVENUE - SUITE 1 1 DES MOINES IA 50314 PAUL HLIVKO CHAIR 5154718686 2024-11-14 1 1 BRIAN ARONSON CPA P01425251 3192346885 2024-11-14 2023 2024-10-15 13:58:12Z LANCE HENNING 95 UNIVERSITY AVENUE - SUITE 1 1 DES MOINES IA 50314 30395461 0 8545 X WWW.GDMHABITAT.ORG X 1986 IA TO BUILD HOUSING WHICH STRENGTHENS FAMILIES AND TRANSFORMS NEIGHBORHOODS. 22 22 116 10796 2554435 669276 13243659 14894126 7971664 10011021 97914 122951 2858293 2770900 24171530 27798998 0 0 0 0 5796579 6498563 58028 71760 1312337 14668821 15601737 20523428 22172060 3648102 5626938 34562708 40851784 8212042 8800590 26350666 32051194 X SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE TO REALIZE OUR VISION OF A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE. GREATER DES MOINES HABITAT FOR HUMANITY ADHERES TO A STRICT NON-PROSELYTIZING POLICY AND WILL NOT OFFER ASSISTANCE ON THE EXPRESSED OR IMPLIED CONDITION THAT PEOPLE MUST ADHERE TO OR CONVERT TO A PARTICULAR FAITH OR LISTEN AND RESPOND TO MESSAGING DESIGNED TO INDUCE CONVERSION TO A PARTICULAR FAITH. 0 0 19878220 10233956 GREATER DES MOINES HABITAT FOR HUMANITY BRINGS TOGETHER THE COMMUNITY TO CREATE AND MAINTAIN LOW-INCOME HOMEOWNERSHIP, REVITALIZE NEIGHBORHOODS, PROVDE ACCESS TO TOOLS AND DISCOUNT MATERIALS, REPURPOSE BUILDING MATERIALS, AND DELIVER FINANCIAL AND HOMEBUYER EDUCATION. GREATER DES MOINES HABITAT FOR HUMANITY SERVED 33 FAMILIES THROUGH HOME OWNERSHIP, 61 FAMILIES THROUGH FINANCIAL COUNSELING & EDUCATION AND 213 FAMILIES THROUGH HOME PRESERVATION (REPAIRS) FOR A TOTAL OF 307 FAMILIES SERVED. 19878220 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 43 0 1 116 1 1 1 0 0 0 0 1 1 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 X THE ORGANIZATION 5154718686 95 UNIVERSITY AVENUE - SUITE 1 1 DES MOINES IA 50314 PAUL HLIVKO CHAIR 1.00 X X 0 0 0 TINA SMITH FRITZ VICE CHAIR 1.00 X X 0 0 0 KATHY KAY SECRETARY 1.00 X X 0 0 0 JODI KNESS PAST CHAIR 1.00 X X 0 0 0 SAM JAMES TREASURER 1.00 X X 0 0 0 KRISTI BURMA DIRECTOR 1.00 X 0 0 0 KATE CLARK DIRECTOR 1.00 X 0 0 0 WES FOSTER DIRECTOR 1.00 X 0 0 0 MARY BETH HAMANN DIRECTOR 1.00 X 0 0 0 NEGUS RUDISON-IMHOTEP DIRECTOR 1.00 X 0 0 0 JENNA KIMBERLY MCCLELLAND DIRECTOR 1.00 X 0 0 0 CLARK MATTHEWS DIRECTOR 1.00 X 0 0 0 TODD MATTISON DIRECTOR 1.00 X 0 0 0 KATHERINE SAUNDERS DIRECTOR 1.00 X 0 0 0 JASON STONE DIRECTOR 1.00 X 0 0 0 HEATHER VANNEST DIRECTOR 1.00 X 0 0 0 LUIS ARREDONDO DIRECTOR (THRU 11/2023) 1.00 X 0 0 0 ALYSSA YOUNG DIRECTOR (THRU 10/2023) 1.00 X 0 0 0 KRIS WILLIAMS DIRECTOR 1.00 X 0 0 0 PATRICK WOOD DIRECTOR 1.00 X 0 0 0 JAMES WRIGHT DIRECTOR 1.00 X 0 0 0 NORA CROSTHWAITE DIRECTOR 1.00 X 0 0 0 KELLI EDDY DIRECTOR 1.00 X 0 0 0 MATT SMITH DIRECTOR 1.00 X 0 0 0 LANCE HENNING CHIEF EXECUTIVE OFFICER 45.00 X 190864 0 19112 AMY YEAGER VP OF FINANCE AND ADMINISTATION 45.00 X 128619 0 4439 JENNA EKSTROM EVP OF STRATEGY 45.00 X 132965 0 11858 BRIAN MILLER VP OF PROGRAMS 45.00 X 126224 0 4350 DANA FOLKERTS VP RESTORE OPERATIONS 45.00 X 117697 0 11402 LES STOHS DIRECTOR OF CONSTRUCTION OPERATIONS 45.00 X 102473 0 15400 798842 0 66561 6 0 1 0 MCGOUGH CONSTRUCTION CO LLC 2737 FAIRVIEW AVE N SAINT PAUL MN 55113 CONSTRUCTION 2217508 PIPE MONKEY PLUMBLING LLC 1300 S PLEASANT HILL BLVD PLEASANT HILL IA 50327 PLUMBING 908850 NORWALK READY-MIXED CONCRETE INC 1535 NORTH AVE NORWALK IA 50211 CONCRETE 257407 ISMAS CONSTRUCTION 811 FILMORE ST DES MOINES IA 50316 CONSTRUCTION 245420 GRUSS CONSTRUCTION LLC 149 N 58TH PL CUMMING IA 50061 CONSTRUCTION 233376 24 26374 1289264 13578488 2957472 14894126 TRANSFER TO HOMEOWNERS 531390 6351556 6351556 RESTORE REVENUE 444100 2716176 2716176 INTEREST INCOME-MORTGAGE 900099 482926 482926 OTHER INCOME 900099 450958 450958 LATE FEE INCOME 900099 9405 9405 10011021 126229 126229 226213 0 226213 226213 226213 3278 -3278 -3278 -3278 5850 26374 15598 -9748 -9748 5132022 2577587 2554435 2554435 27798998 10233956 2554435 116481 357948 178974 89487 89487 5012445 3814633 441158 756654 107104 74441 13083 19580 491424 366368 78683 46373 529642 429203 39915 60524 18750 18750 5300 5300 24000 24000 71760 71760 110188 85627 394 24167 203316 118266 51358 33692 239941 132785 77100 30056 554913 501583 30177 23153 124520 99007 12048 13465 85149 34343 34520 16286 161071 147300 13771 526612 448233 32758 45621 50625 48905 1720 COST OF HOMES TRANSFER 7695280 7695280 RESTORE DONATED COGS 2529073 2529073 ROCK THE BLOCK PROJECT 2107233 2107233 INTERNATIONAL COST OF H 390003 390003 775763 658213 49802 67748 22172060 19878220 981503 1312337 216083 381816 5455080 6287546 3671677 4884968 266815 194968 6375073 7513509 5924055 7293198 492197 524056 14093573 2466750 10055593 11626823 1340866 1342717 1321 1321 763948 800862 34562708 40851784 2005121 1803395 202841 343156 5647296 6306502 356784 347537 8212042 8800590 X 21807875 24133629 4542791 7917565 26350666 32051194 34562708 40851784 X 5626938 13925 59665 X 0 1 X 1 1 1 X 3643897 4148517 7235943 13243659 14894126 43166142 3643897 4148517 7235943 13243659 14894126 43166142 8675722 34490420 41417 31204 43818 88280 586052 790771 547971 936599 545445 2579438 2554435 7163888 128902 128902 51249703 34827777 0.67300 0.67370 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2022 AMOUNT: $ 128,902. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 553581 21000 59665 634246 465930 51000 36651 553581 515396 19500 -68966 465930 409544 16500 89352 515396 205940 200725 2879 409544 0.25000 0.75000 1 0 1485390 1485390 10524970 1572560 8952410 2072857 894190 1178667 10356 10356 11626823 TAX AND INSURANCE ESCROW 180767 LEASE LIABILITY 166770 347537 30502980 54877 68240 123117 30379863 -2580865 -2580865 27798998 24802452 54877 2580865 2635742 22166710 5350 5350 22172060 PART V, LINE 4: THE ENDOWMENT FUNDS REPRESENT AMOUNTS HELD BY A COMMUNITY FOUNDATION FOR THE ORGANIZATION. THE FUNDS ARE INTENDED TO BE USED TO SUPPORT PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST 59,665. CHANGE IN VALUE OF K-1 INVESTMENTS 13,925. FUNDRAISING EXPENSES -5,350. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF PURCHASED INVENTORY SOLD -2,577,587. LOSS ON SALE OF PROPERTY AND EQUIPMENT -3,278. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF PURCHASED INVENTORY SOLD 2,577,587. LOSS ON SALE OF PROPERTY AND EQUIPMENT 3,278. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 5,350. X X X X X X X 1 RENAISSANCE GROUP CONSULTING 1000 73RD ST WINDSOR HEIGHTS IA 50324 FEASIBILITY STUDY & CAPITAL CAMPAIGN LAUNCH 0 5306039 56394 5249645 5306039 56394 5249645 WOMEN LUNCHEON 32224 26374 5850 573 6192 8833 32224 26374 5850 573 6192 8833 15598 -9748 X 0 0 0 0 0 0 0 0 0 LANCE HENNING CHIEF EXECUTIVE OFFICER 170638 0 20226 0 0 0 5705 0 13407 0 209976 0 0 0 X 2532808 FAIR MARKET VALUE X OFFICE FURNITURE 1 239660 FAIR MARKET VALUE X CONSTRUCTION SUPPLIES 117 185004 FAIR MARKET VALUE 0 0 0 1 PART I, COLUMN (B): COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. PART I, LINE 32B: THE ORGANIZATION USES A BROKERAGE FIRM TO SELL STOCK THAT IS RECEIVED AS A DONATION. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WILL BE REVIEWED AND APPROVED BY THE ORGANIZATION'S FINANCE COMMITTEE BEFORE THE FORM 990 IS FILED. THE BOARD OF DIRECTORS WILL ALSO REVIEW AND APPROVE THE FORM 990 AFTER APPROVAL FROM THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES EACH BOARD MEMBER, COMMITTEE MEMBER, AND ANY EMPLOYEE WITH RESPONSIBILITY FOR MATERIAL DECISIONS AND ACTIVITIES TO SIGN AN ANNUAL DISCLOSURE STATEMENT STATING THEY HAVE RECEIVED A COPY OF THE POLICY, HAVE READ AND UNDERSTAND THE POLICY AND AGREE TO COMPLY WITH THE POLICY. THEY ALSO LIST ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE CHIEF EXECUTIVE OFFICER, ANY BOARD MEMBER OR COMMITTEE MEMBER MUST DISCLOSE THE EXISTENCE OF ANY POTENTIAL CONFLICT OF INTEREST TO THE BOARD. EMPLOYEES MUST DISCLOSE THE EXISTENCE OF ANY POTENTIAL CONFLICT OF INTEREST TO THE CHIEF EXECUTIVE OFFICER. THE CHIEF EXECUTIVE OFFICER MAY MAKE AN INTERIM DETERMINATION AS TO WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS AND SHALL REPORT THE MATTER TO THE BOARD AT THEIR NEXT REGULARLY SCHEDULED MEETING FOR A FINAL DETERMINATION AS TO WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS. RESTRICTIONS PLACED ON EMPLOYEES WITH A CONFLICT MAY INCLUDE BUT ARE NOT LIMITED TO: REASSIGNMENT OF DECISION-MAKING AND OVERSIGHT RESPONSIBILITIES RELATIVE TO THAT PARTY OR ADDITIONAL OVERSIGHT OF SUCH RESPONSIBILITIES BY THE CHIEF EXECUTIVE OFFICER OR HIS DESIGNATE. A BOARD MEMBER, COMMITTEE MEMBER OR THE CHIEF EXECUTIVE OFFICER WITH A CONFLICT SHALL EXCLUDE THEMSELVES FROM DELIBERATIONS AND VOTES ON MATTERS RELATED TO A COMMITTMENT OF FUNDS OR ENTERING INTO A CONTRACT WITH THE ENTITY GIVING RISE TO THE ACTUAL CONFLICT OF INTEREST. IF AN ACTUAL CONFLICT OF INTEREST IS DETERMINED TO EXIST AFTER A VOTE HAS BEEN TAKEN REGARDING A PROPOSED TRANSACTION COMMITTING FUNDS OR CONTRACTUAL ARRANGEMENT WITH AN ENTITY GIVING RISE TO AN ACTUAL CONFLICT OF INTEREST FOR A BOARD MEMBER, SUCH MATTER SHALL BE RECONSIDERED BY THE DISINTERESTED MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD PRESIDENT REVIEWED THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE FOR THE PAST YEAR WITH THE CHAIR OF THE HUMAN RESOURCES COMMITTEE. THE BOARD PRESIDENT FURTHER INVITED BOARD INPUT ON THE PERFORMANCE OF, AND DESIRE TO RETAIN AND REWARD, THE CHIEF EXECUTIVE OFFICER AND USED THIS INPUT TO FURTHER REFINE THE RECOMMENDATION FOR A MERIT BASED COMPENSATION ADJUSTMENT AND BONUS AS PROPOSED, VOTED AND APPROVED IN THE JANUARY MEETING OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GREATER DES MOINES HABITAT FOR HUMANITY, INC. DOES NOT CURRENTLY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 59,665. BIRDLAND VISTA LLC 95 UNIVERSITY AVE DES MOINES IA 50314 823035694 DEVELOPMENT OF AFFORDABLE HOUSING IA 0 6656 GREATER DES MOINES HABITAT FOR HUMANITY INC