2025-03-04T18:19:21-06:00 2024-06-30 911623649 JOHNSON STONE & PAGANO PS 1501 REGENTS BLVD SUITE 100 FIRCREST WA 98466 990 2023-07-01 581735531 TACOMAPIERCE COUNTY HABITAT FOR HUMANIT TACO 2536275626 4824 S TACOMA WAY TACOMA WA 98409 MAUREEN FIFE CEO 2536275626 2025-03-03 1 1 CRAIG P CATLIN P00741890 2535667070 2023 2025-03-06 01:10:19Z MAUREEN FIFE 4824 S TACOMA WAY TACOMA WA 98409 20821013 0 X WWW.TPC-HABITAT.ORG X 1986 WA BUILD SIMPLE, DECENT, AFFORDABLE HOMES FOR LOW INCOME FAMILIES 16 16 104 984 0 0 6155330 14504069 1245871 2695326 79295 210672 975330 350134 8455826 17760201 0 0 0 0 3007068 4048306 0 0 573905 4208200 6228996 7215268 10277302 1240558 7482899 19291470 39652849 8379485 21257965 10911985 18394884 X TACOMA/PIERCE COUNTY HABITAT FOR HUMANITY SEEKS TO PUT GOD'S LOVE INTO ACTION, BY PARTNERING WITH PEOPLE TO ACHIEVE AND PRESERVE AFFORDABLE HOMEOWNERSHIP AND TO BUILD GENERATIONAL WEALTH, HOPE AND OPPORTUNITY. 0 0 8818291 3113697 TACOMA/PIERCE COUNTY HABITAT FOR HUMANITY PARTNERS WITH FAMILIES IN NEED TO BUILD, OWN AND MAINTAIN DECENT, AFFORDABLE HOMES IN SAFE COMMUNITIES.FOUNDED IN 1985, TACOMA/PIERCE COUNTY HABITAT HAS BUILT, RENOVATED OR REPAIRED OVER 329 HOMES AND CHANGED THE LIVES OF OVER 3,731 ADULTS AND CHILDREN IN PIERCE COUNTY. HABITAT HOMEOWNERS ACHIEVE THE STRENGTH, STABILITY AND SELF-RELIANCE THEY NEED TO BUILD A BETTER LIFE FOR THEMSELVES AND THEIR FAMILIES. FROM ITS CONCEPTION, HABITAT FOR HUMANITY HAS BEEN BUILT ON PARTNERSHIPS - PARTNERSHIPS WITH FAMILIES, CHURCHES, AREA CORPORATIONS, COMMUNITY ORGANIZATIONS, AND INDIVIDUALS. WE BELIEVE IN THE POWER OF FAMILIES WORKING SIDE BY SIDE WITH VOLUNTEERS TO BUILD HABITAT HOMES. EVERY YEAR, NEARLY 1,000 VOLUNTEERS HELP US BUILD HOMES, WORK IN THE OFFICE, AND WORK IN THE ORGANIZATION'S RETAIL STORES. VOLUNTEERS HELP KEEP THE COST OF CONSTRUCTION LOW, MAKING HABITAT ONE OF THE MOST AFFORDABLE HOUSING SOLUTIONS IN THE WORLD. AS ACTIVE PARTICIPANTS IN BUILDING A BETTER FUTURE FOR THEMSELVES AND THEIR FAMILIES, HABITAT HOUSEHOLDS GET A HAND UP, NOT A HANDOUT. TACOMA HABITAT CREATES AND MAINTAINS AFFORDABLE HOUSING THROUGH: HOMEOWNERSHIP: TACOMA HABITAT PROVIDES AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES FOR PIERCE COUNTY FAMILIES EARNING BETWEEN 30-80% OF THE AREA MEDIAN INCOME. HABITAT FOR HUMANITY HAS THREE MAIN ELIGIBILITY REQUIREMENTS FOR THE PROGRAM: NEED, WILLINGNESS TO PARTNER, AND ABILITY TO PAY. HOMEOWNERS PAY AN AFFORDABLE MONTHLY MORTGAGE THAT DOES NOT EXCEED 30% OF THEIR INCOME AND COMMITS TO SWEAT EQUITY HOURS TO BUILD THEIR HOME AND THOSE OF THEIR HABITAT NEIGHBORS. TACOMA HABITAT BUILDS AND SELLS ABOUT 8-12 NEW HOMES EVERY YEAR. IN FISCAL YEAR 2024, TACOMA HABITAT SOLD NINE HOMES. HABITAT IS CURRENTLY BUILDING A 12-TOWNHOME DEVELOPMENT IN TILLICUM AND A 3-HOME DEVELOPMENT IN GIG HARBOR. ALL HABITAT HOMES FEATURE ENERGY EFFICIENT APPLIANCES AND WATER CONSERVING LOW FLOW PLUMBING FIXTURES. THE HOMES FEATURE INSULATION THAT EXCEED BUILDING CODE REQUIREMENTS AS WELL AS HIGH PERFORMANCE WINDOWS TO ENSURE THEY ARE ECONOMICAL TO HEAT. HOUSING COUNSELING: TACOMA HABITAT BECAME A HUD-CERTIFIED HOUSING COUNSELING AGENCY IN 2020. HOUSING COUNSELORS WORK CLOSELY WITH FAMILIES IN NEED AS THEY NAVIGATE HOMEOWNERSHIP OPTIONS. HOMEOWNERSHIP COUNSELING INCLUDES: PRE-PURCHASE COUNSELING, HOMEBUYER EDUCATION AND NON-DELINQUENT POST PURCHASE. CRITICAL HOME REPAIR: TACOMA HABITAT PROVIDES HOME REPAIR AND MODIFICATIONS TO HOMEOWNER SENIORS, VETERANS AND PERSONS WITH DISABILITIES TO HELP MAINTAIN A SAFE AND LIVABLE HOME TO AGE IN PLACE GRACEFULLY AND INDEPENDENTLY. GLOBAL HOUSING: HABITAT MAY WORK IN TACOMA/PIERCE COUNTY, BUT THERE IS ALSO WORK AROUND THE WORLD. IN A TYPICAL YEAR, TACOMA HABITAT OFFERS GLOBAL VILLAGE TRIPS FOR VOLUNTEERS. DURING A TRIP, VOLUNTEERS EXPERIENCE THE HOST COUNTRY'S CULTURE, LANGUAGE AND SOCIAL PRACTICES WHILE WORKING ALONGSIDE HOMEOWNERS AND VOLUNTEERS OF ALL BACKGROUNDS, RACES AND RELIGIONS.TACOMA HABITAT IS FUNDED THROUGH GRANTS, DONATIONS, PROCEEDS FROM HOME SALES, HOMEOWNER MORTGAGE PAYMENTS, AND PROCEEDS FROM OUR RETAIL STORES. TACOMA HABITAT HAS FOUR RETAIL STORES LOCATED IN TACOMA, PUYALLUP, SPANAWAY AND LAKEWOOD. THE STORES OFFER GENTLY USED FURNITURE, APPLIANCES, AND BUILDING SUPPLIES AT GREATLY REDUCED PRICES. PROFIT FROM THE STORES HELPS BUILD MORE AFFORDABLE HOMES IN PIERCE COUNTY. MORE THAN A ROOF, TACOMA HABITAT BELIEVES HOME IS JUST THE BEGINNING - A STRONG FOUNDATION FOR VIBRANT COMMUNITIES, A STABLE FINANCIAL FUTURE FOR GENERATIONS, AND A HEALTHY PLACE FOR A FAMILY AND CHILDREN TO GROW. 8818291 1 1 0 0 0 0 0 0 1 0 1 0 1 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 0 0 1 22 0 1 104 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 WA X THE ORGANIZATION 2536275626 4824 S TACOMA WAY TACOMA WA 98409 MARK HOLCOMB PRESIDENT 2.00 X X 0 0 0 DANG NGUYEN DIRECTOR 2.00 X 0 0 0 BARTY BRYNESTAD DIRECTOR 2.00 X 0 0 0 BART BRYNESTAD DIRECTOR 2.00 X 0 0 0 LAUREN DAMMEIER IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 SCOTT RITCHIE TREASURER 2.00 X X 0 0 0 MAUREEN FIFE CEO 40.00 X X 156528 0 22325 STUART YOUNG DIRECTOR 2.00 X 0 0 0 LAUDAN ESPINOZA DIRECTOR 2.00 X 0 0 0 LIBBY CATALINICH VICE PRESIDENT 2.00 X X 0 0 0 THERESA BOYLE DIRECTOR 2.00 X 0 0 0 CHRIS HUSS DIRECTOR 2.00 X 0 0 0 LAUREN FLEMISTER SECRETARY 2.00 X X 0 0 0 ANNE JONES DIRECTOR 2.00 X 0 0 0 KENT KORNEISEL DIRECTOR 2.00 X 0 0 0 CHRISTOPHER WILLIAMS DIRECTOR 2.00 X 0 0 0 JOSELINE COLLINS DIRECTOR OF FINANCE 40.00 X X 101985 0 22725 THULI LUSHABA DIRECTOR 2.00 X 0 0 0 SHERRANA KEMPTON CHIEF PHILANTHROPY OFFICER 40.00 X 119842 0 17872 EDWARD DOPP DIRECTOR OF OPERATION 40.00 X 108274 0 20489 486629 0 83411 4 0 1 0 CLARK CONSTRUCTION INC PO BOX 10625 BAINBRIDGE ISLAND WA 98110 FRAMING CONTRACTOR FOR OUR CANTERWOOD PR 897118 NORTHWEST CASCADE INC PO BOX 73399 PUYALLUP WA 98373 UNDERGROUND UTILITIES CONTRACTOR FOR AML 733909 BECKER EXCAVATION 112 ALKI D FOX ISLAND WA 98333 FOUNDATION EXCAVATION AND BACKFILL FOR A 366012 PIPELINE PLUMBING & CONST LLC PO BOX 931 ORTING WA 98360 PLUMBING CONTRACTOR FOR VARIOUS PROJECTS 185112 ALPINE DUCTLESS 8036 RIVER DRIVE SE SUITE 200 OLYMPIA WA 98501 HEAT PUMP/HVAC CONTRACTOR FOR VARIOUS PR 178860 5 265951 7544972 6693146 3345664 14504069 SALE OF HOMES 531390 2399319 2399319 AGING IN PLACE INCOME 531390 159471 159471 DISCOUNT AMORTIZATION 531390 136536 136536 2695326 210672 210672 31233 13091 18142 18142 18142 0 265951 68237 -68237 -68237 3371891 2979484 392407 392407 MISCELLANEOUS 900099 7822 7822 7822 17760201 3113697 0 142435 X 488129 373338 59986 54805 2480602 1883500 288256 308846 644565 491092 94173 59300 435010 348353 55083 31574 215 215 58379 58379 288553 169865 96692 21996 17862 14794 3068 105719 69184 15602 20933 489340 472671 9092 7577 273699 164959 76218 32522 260917 186199 74718 113147 105913 3379 3855 COST OF HOMES SOLD 2898894 2898894 MORTGAGE ASSISTANCE 721503 721503 WAREHOUSE, STORAGE AND 237172 223183 6875 7114 COST OF REPAIRS - AIP 226442 226442 537154 468401 46438 22315 10277302 8818291 885106 573905 3584553 6814623 700516 263669 484947 3852453 3561265 448928 675048 77697 63343 2130747 1004811 982837 1125936 3073629 10081333 23153542 19291470 39652849 380758 758901 99219 27641 16447 4387882 14506392 3583204 5877006 8379485 21257965 X 10832424 17609260 79561 785624 10911985 18394884 19291470 39652849 7482899 0 X X 0 1 X 1 1 1 X 2872027 4951267 6050462 6155330 14504069 34533155 2872027 4951267 6050462 6155330 14504069 34533155 34533155 16093 17025 16989 79295 210672 340074 55671 101953 115901 768032 7822 1049379 35922608 6359253 0.96130 0.90910 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FORGIVENESS OF TCRA DEBT - 2019 AMOUNT: $ 7,014. 2020 AMOUNT: $ 5,599. 2021 AMOUNT: $ 2,168. FORGIVENESS OF NEW MARKET TAX CREDIT DEBT - 2022 AMOUNT: $ 727,900. MISCELLANEOUS - 2019 AMOUNT: $ 48,657. 2020 AMOUNT: $ 96,354. 2021 AMOUNT: $ 113,733. 2022 AMOUNT: $ 40,132. 2023 AMOUNT: $ 7,822. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 27641 37813 49007 16447 1 X 611306 290915 320391 1519441 713896 805545 1125936 INVESTMENT IN LEVERAGED LENDER 2827200 C NEWM MARKET TAX CREDIT FEES 246429 C 3073629 CONSTRUCTION IN PROCESS 9921934 LAND HELD FOR DEVELOPMENT 5735141 LAND LEASED TO HOMEOWNERS 1995237 OPERATING RIGHT-OF-USE ASSET, NET 5501230 23153542 OPERATING LEASE LIABILITY 5877006 5877006 X 20725099 2979484 2979484 17745615 14586 14586 17760201 13242200 2979484 2979484 10262716 14586 14586 10277302 PART IV, LINE 2B: ESCROW BALANCES ARE AMOUNTS THAT HAVE BEEN DEPOSITED WITH TPC AS PART OF HOMEOWNER'S MONTHLY PAYMENT THAT WILL BE USED TO PAY PROPERTY TAXES AND HOMEOWNER INSURANCE AS WELL AS HOA FUNDS AND GLOBAL VILLAGE FUNDS WHEN THEY BECOME DUE. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES IN CONJUNCTION WITH THE GROUP EXEMPTION OF THE NATIONAL AFFILIATE, HABITAT INTERNATIONAL, UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION'S MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZES A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: HABITAT STORE COST OF GOODS SOLD 2,979,484. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER INCOME EXPENSES NET 14,586. PART XII, LINE 2D - OTHER ADJUSTMENTS: HABITAT STORE COST OF GOODS SOLD 2,979,484. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER INCOME EXPENSES NET 14,586. HABITAT LUNCHEON 265951 265951 7607 40379 20251 1 265951 265951 7607 40379 20251 68237 -68237 0 0 0 0 0 0 0 0 0 MAUREEN FIFE CEO 156528 0 0 0 0 0 4950 0 17375 0 178853 0 0 0 HARVEY ROSEN FORMER BOARD MEMBER 151536 RENT PAYMENTS 0 X 1 350000 FAIR VALUE X STORE DONATIONS 400653 2514208 RETAIL X BUILDING MATERIALS AND SUPPLIES FOR HOMES 48 481456 RETAIL 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B TACOMA/PIERCE COUNTY HABITAT HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WAS PRESENTED TO EACH BOARD MEMBER FOR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C OUR ORGANIZATION HAS A CONFLICT OF INTEREST POLICY AND EACH BOARD MEMBER IS REQUIRED TO RECERTIFY UNDERSTANDING AND COMPLIANCE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE CEO HAS AN ANNUAL REVIEW BY THE BOARD. THE CEO AND CFO CONDUCT AN ANNUAL REVIEW OF STAFF SALARIES USING THE UNITED WAY-KING COUNTY SURVEY OF SALARY LEVELS AMONG NON-PROFIT ENTITIES IN THE PUDGET SOUND REGION AS A GUIDELINE. FORM 990, PART VI, SECTION C, LINE 19 TACOMA/PIERCE COUNTY MAKES ITS TAX RETURNS AVAILABLE TO THE PUBLIC ON REQUEST. FORM 990, PART IX, LINE 24E ENERGY CERTIFICATION COSTS, PERMITS,FEES,INSURANCE, TAXES, LICENSES: PROGRAM SERVICE EXPENSES 192,127. MANAGEMENT AND GENERAL EXPENSES 12,886. FUNDRAISING EXPENSES 11,654. TOTAL EXPENSES 216,667. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 89,501. MANAGEMENT AND GENERAL EXPENSES 3,371. FUNDRAISING EXPENSES 8,423. TOTAL EXPENSES 101,295. OTHER ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 41,562. MANAGEMENT AND GENERAL EXPENSES 28,912. FUNDRAISING EXPENSES 961. TOTAL EXPENSES 71,435. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 55,202. MANAGEMENT AND GENERAL EXPENSES 1,269. FUNDRAISING EXPENSES 1,269. TOTAL EXPENSES 57,740. SMALL TOOLS, EQUIPMENT, DISPOSAL FEES: PROGRAM SERVICE EXPENSES 47,344. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 8. TOTAL EXPENSES 47,352. ANNUAL TITHE: PROGRAM SERVICE EXPENSES 25,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,000. NEW MARKETS TAX CREDIT TRANSACTION FEES: PROGRAM SERVICE EXPENSES 17,665. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,665. FORM 990 PART XII QUESTION 2C: HABITAT FOR HUMANITY INTERNATIONAL POLICIES ENCOURAGE ANY AFFILIATE WITH OVER $25,000 IN GROSS REVENUES TO HAVE ITS FINANCIAL STATEMENTS AUDITED ANNUALLY. TACOMA/PIERCE COUNTY HABITAT FOR HUMANITY HAS ITS FINANCIAL STATEMENTS AUDITED EACH YEAR BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT. THE FINANCIAL COMMITTEE HAS OVERSIGHT OF THE AUDIT OF OUR FINANCIAL STATEMENTS AND HAS AUTHORITY TO RECOMMEND A CHANGE IN AUDITORS SHOULD THAT BECOME NECESSARY. TPCHFH FUNDING CO LLC 4824 S TACOMA WAY TACOMA WA 98409 461193262 HOLD NOTES PAYABLE TO BANK AND CORRESPONDING COLLATERAL WA 20826 683757 TACOMAPIERCE COUNTY HABITAT FOR HUMANITY TPCHFH FUNDING COII LLC 4824 S TACOMA WAY TACOMA WA 98409 462983058 HOLD NOTES PAYABLE TO BANK AND CORRESPONDING COLLATERAL WA 23956 690135 TACOMAPIERCE COUNTY HABITAT FOR HUMANITY TPCHFH FUNDING CO III LLC 4824 S TACOMA WAY TACOMA WA 98409 HOLD NOTES PAYABLE TO BANK AND CORRESPONDING COLLATERAL WA 25738 706320 TACOMAPIERCE COUNTY HABITAT FOR HUMANITY