2026-07-15T11:03:44-05:00 2025-12-31 351356555 DONOVAN PC 5151 E US HWY 36 AVON IN 46123 990 2025-01-01 311057335 LAFAYETTE NEIGHBORHOOD HOUSING SERVICES INC LAFA 7654231284 671 NORTH 36TH ST LAFAYETTE IN 47905 MARIE MORSE EXECUTIVE DIRECTOR 7654231284 2026-07-15 1 ABIGAIL HEDGES CPA P02058156 3177456411 2026-07-15 2025 2025-03-06 01:10:19Z HOMESTEAD RESOURCES MARIE MORSE 671 NORTH 36TH ST LAFAYETTE IN 47905 1143890 0 X WWW.HOMESTEAD-RESOURCES.ORG X 1982 IN THE MISSION OF HOMESTEAD CS IS TO PROVIDE EDUCATION AND OTHER RESOURCES TO INCREASE AFFORDABLE, SUSTAINBLE HOUSING OPPORTNITES FOR ADULTS; BUILD YOUTH LEADERSHIP AND SKILLS IN ORDER FOR THEM TO BE PREPARED FOR HOUSING AND COOMUNITY LEADERSHIP OPPORTUNITIES; TEACH FINANCIAL LITERACY; AND TO BE A CATALYST FOR THE DEVELOPMENT AND REVITALIZATION OF OUR NEIGHBORHOODS. 15 15 12 100 0 0 1353108 566453 469053 483077 86852 79049 11507 2521 1920520 1131100 0 11618 0 0 735608 786467 0 0 99991 849477 630307 1585085 1428392 335435 -297292 4279480 3928092 866139 812043 3413341 3116049 X THE MISSION OF HOMESTED CS IS TO PROVIDE EDUCATION AND OTHER RESOURCES TO INCREASE AFFORDABLE,SUSTAINABLE HOUSING OPPORTUNITIES FOR ADULTS; BUILD YOUTH LEADERERSHIP AND SKILLS IN ORDER FOR THEM TO BE PREPARED FOR HOUSING AND COMMUNITY LEADERSHIP OPPORTUNITIES; TEACH FINANCIAL LITERACY; AND TO BE A CATALYST FOR THE DEVELOPMENT AND REVITALIZATION OF OUR NEIGHBORHOODS. 0 0 232034 FORECLOSURE AND EVICTION PREVENTION: HOMESTEAD RESOURCES WORKS WITH FAMILIES TO KEEP THEM IN THE HOMES THEY HAVE, RATHER RENTAL OR HOMEOWNERSHIP. IN 2025 WE HELPED 92 FAMILIES STAY IN THEIR CURRENT HOMES THROUGH OUR COUNSELING AND FINANCIAL ASSISTANCE. THIS ASSISTANCE AND COUNSELING IS DONE ONE-ON-ONE, EITHER IN PERSON, BY PHONE OR ZOOM. 103339 HOUSING AND FINANCIAL COUNSELING AND EDUCATION: WE WORK WITH FAMILIES TO ENSURE THEY UNDERSTAND THE RIGHTS AND RESPONSIBILITIES OF RENTING AND OWNING A HOME. WE HELP THEM SET UP AND MAINTAIN A BUDGET, LEARN HOW TO INCREASE THEIR CREDIT SCORE AND LEARN HOW TO BECOME A RESPONSIBLE HOMEOWNER OR TENANT. WE ALSO PROVIDE REVERSE MORTGAGE COUNSELING TO SENIORS CONSIDERING THIS OPTION. IN 2025 WE HELPED OVER 400 FAMILIES. 505030 COMMUNITY LOAN CENTER: THIS PROGRAM IS DESIGNED SPECIFICALLY TO HELP FAMILIES AVOID PREDATORY LENDING SO THAT THEY CAN AFFORD TO KEEP THEIR HOMES. WE PARTNER WITH EMPLOYERS TO OFFER THEIR EMPLOYEES A SMALL DOLLAR LOAN, UP TO $1,000, PAID BACK OVER 12 MONTHS. THIS PROGRAM ALSO REPORTS TO THE CREDIT BUREAU TO HELP FAMILIES BUILD THEIR CREDIT SCORES. IN 2025 WE HELPED OVER 550 FAMILIES. 426209 11618 486404 YOUTH DEVELOPMENT THIS HELPS YOUNG PEOPLE BUILD LIFE SKILLS, CONFIDENCE, AND LEADERSHIP THROUGH MENTORING, ACADEMIC SUPPORT, AND WORKSHOPS ON FINANCIAL LITERACY AND CAREER READINESS. THE PROGRAM PROMOTES POSITIVE DECISION-MAKING, COMMUNITY INVOLVEMENT, AND PREPARATION FOR FUTURE SUCCESS.OTHER PROGRAMS THIS CONSISTS OF COMMUNITY BUILDING AND ORGANIZING, HOMEOWNERSHIP, EDUCATION, AND COUNSELING. 426209 11618 486404 1266612 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 15 0 12 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 0 IN X THE ORGANIZATION 7654231284 671 NORTH 36TH ST LAFAYETTE IN 47905 MORGAN HOOVER ASSOCIATE EXECUTIVE DIRECTOR, PHILANTHROP AND MARK 40.00 X 178794 0 3656 MARIE MORSE EXECUTIVE DIRECTOR 40.00 X 111369 0 2677 JIM SLAVEN BOARD PRESIDENT 2.00 X X 0 0 0 CINDY MURRAY BOARD VICE PRESIDENT 2.00 X X 0 0 0 LARRY LOHMEIER BOARD SECRETARY 1.00 X X 0 0 0 DAVE HOLDER BOARD TREASURER 3.00 X X 0 0 0 RYAN BURNS BOARD MEMBER 1.00 X 0 0 0 TESHA HARDY BOARD MEMBER 1.00 X 0 0 0 HEATHER HART BOARD MEMBER 1.00 X 0 0 0 JOE HOWARTH BOARD MEMBER 2.00 X 0 0 0 SHEILA KLINKER BOARD MEMBER 1.00 X 0 0 0 DAVID KOVICH BOARD MEMBER 1.00 X 0 0 0 PATRICK LEE BOARD MEMBER 1.00 X 0 0 0 TIM SCHOOLER BOARD MEMBER 1.00 X 0 0 0 JIM SCHRIER BOARD MEMBER 1.00 X 0 0 0 CHARLIE SHOOK BOARD MEMBER 1.00 X 0 0 0 AMY WOOD BOARD MEMBER 1.00 X 0 0 0 290163 0 6333 2 0 1 0 0 30125 55500 480828 566453 JEFFERSONIAN DEVELOPME 900009 450825 450825 PROGRAM (MISC) 900009 20912 20912 CLC INCOME:LOAN ADMIN 900099 11340 11340 483077 79049 79049 11984 30125 12790 -806 -806 MISCELLANEOUS 900099 3327 3327 3327 1131100 486404 0 78243 2000 2000 9618 9618 295496 245262 17730 32504 420056 348645 25204 46207 13417 11135 805 1477 3556 2952 213 391 53942 44772 3236 5934 1170 971 70 129 19000 15770 1140 2090 35463 33990 520 953 34183 29815 2155 2213 38232 36267 1965 15366 14330 1036 30498 28402 2096 17873 16668 1205 16333 13896 860 1577 45223 37535 2713 4975 14013 11631 841 1541 BAD DEBT EXPENSE 283721 283721 EVENT EXPENSE 79232 79232 1428392 1266612 61789 99991 183443 1117791 620412 106727 61082 469767 780825 2357016 2149774 14414 19633 218597 152059 104876 66538 2000 0 106889 46385 4279480 3928092 127771 100066 50000 31489 39273 600000 567325 9004 106879 46375 866139 812043 X 2943827 2701734 469514 414315 3413341 3116049 4279480 3928092 -297292 0 X X 0 1 X 1 0 X 998587 809477 555761 1353108 566453 4283386 117393 191327 86593 469053 483077 1347443 10459 14445 24904 1126439 1015249 642354 1822161 1049530 5655733 45184 40994 48201 54061 33234 221674 0 45184 40994 48201 54061 33234 221674 5434059 42299 41980 53599 83198 79049 300125 42299 41980 53599 83198 79049 300125 13893 10766 12850 112923 3327 153759 1182631 1067995 708803 2018282 1131906 6109617 0.88940 0.88340 0.04910 0.05000 X SCHEDULE A, PART III, LINE 3: SCHEDULE A, PART III, LINE 3 HAS BEEN RESTATED FOR TAX YEARS 2021 - 2024 TO REFLECT NET FUNDRAISING INCOME RATHER THAN GROSS FUNDRAISING INCOME AS PREVIOUSLY REPORTED. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 218597 152059 66538 66538 RIGHT OF USE LIABILITY 46375 46375 X 1216806 72916 12790 85706 1131100 0 1131100 1514098 72916 12790 85706 1428392 0 1428392 PART IV, LINE 2B: THE ORGANIZATION CURRENTLY SERVICES MORTGAGES FOR SEVERAL BANKS AND FOR THE CITY OF LAFAYETTE. INCLUDED IN CASH RESERVES, WHICH ARE REQUIRED TO BE KEPT IN A SEPARATE BANK ACCOUNT, ARE AMOUNTS RECEIVED FROM HOMEOWNERS FOR INSURANCE, PROPERTY TAXES, AND HOME MAINTENANCE FOR PAYMENTS DUE ON MORTGAGES TRANSFERRED TO THE VAIOUS BANKS AND THE CITY OF LAFAYETTE. PART X, LINE 2: HOMESTEAD RESOURCES IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; THEREFORE, NO PROVISION FOR INCOME TAXES IS MADE IN THE CONSOLIDATED FINANCIAL STATEMENTS. HOMESTEAD RESOURCES IS CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(B)(1)(A)(VI). GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES REQUIRE HOMESTEAD RESOURCES TO EXAMINE ITS TAX POSITIONS FOR UNCERTAIN POSITIONS. HOMESTEAD RESOURCES IS NOT AWARE OF ANY TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO CHANGE IN THE NEXT 12 MONTHS, OR THAT WOULD NOT SUSTAIN AN EXAMINATION BY APPLICABLE TAXING AUTHORITIES. HOMESTEAD RESOURCES' POLICY IS TO RECOGNIZE PENALTIES AND INTEREST AS INCURRED IN ITS STATEMENTS OF ACTIVITIES AS A COMPONENT OF OPERATING EXPENSES, WHICH TOTAL $0 FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024. HOMESTEAD RESOURCES' FEDERAL AND STATE INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION, GENERALLY FOR CALENDAR YEARS 2022 AND LATER BY THE INTERNAL REVENUE SERVICE AND VARIOUS STATE AND LOCAL TAX JURISDICTIONS. HISTORIC JEFF CENTRE, INC. AND JEFFERSONIAN G.P., LLC ARE INCORPORATED IN THE STATE OF INDIANA AND ARE SUBJECT TO FEDERAL AND STATE ADJUSTED GROSS INCOME TAX AND SUPPLEMENTAL INCOME TAXES. HISTORIC JEFF CENTRE, INC. AND JEFFERSONIAN G.P., LLC ADOPTED THE PROVISIONS OF ACCOUNTING FOR UNCERTAIN TAX POSITIONS UNDER ACCOUNTING STANDARDS. THESE PROVISIONS PRESCRIBE A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT, AND A MEASUREMENT ATTRIBUTE FOR ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, IN ORDER FOR THOSE TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2025 AND 2024, HISTORIC JEFF CENTRE, INC. AND JEFFERSONIAN G.P., LLC REPORT NO UNCERTAIN TAX POSITIONS AND, THEREFORE, HAVE NOT RECORDED ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES. AS OF DECEMBER 31, 2025 AND 2024, TAX RETURNS FOR CALENDAR YEARS 2022 AND LATER ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND VARIOUS STATE AND LOCAL TAX JURISDICTIONS. EVENT 1 29265 23125 6140 925 3894 3137 EVENT 2 12844 7000 5844 358 2759 1350 368 42109 30125 11984 358 925 6653 1350 3505 12791 -807 1 HOMEOWNER ASSISTANCE 4 9618 X X X 0 0 0 0 0 0 0 0 0 MORGAN HOOVER ASSOCIATE EXECUTIVE DIRECTOR, PHILAN 178294 0 500 0 0 0 2000 0 1656 0 182450 0 0 0 FORM 990, PART I, LINE 20, 21: HOMESTEAD RESOURCES ELECTED TO RESTATE THE 2024 FINANCIAL STATEMENTS TO INCLUDE THE OPERATING LEASE ASSET AND CORRESPONDING LIABILITY OF $106,879. THE ACCUMULATIVE EFFECT IS AN INCREASE IN TOTAL ASSETS AND LIABILITIES OF $106,879. FORM 990, PART VI, SECTION A, LINE 4 THE BOARD OF DIRECTORS APPROVED AMENDED BY-LAWS TO INCLUDE THE ORGANIZATION'S NAME CHANGE TO HOMESTEAD RESOURCES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE CORPORATION SHALL BE OPEN TO ANY PERSON 18 YEARS OR OLDER WHO IS A RESIDENT OF THE COUNTIES SERVED BY LAFAYETTE NEIGHBORHOOD HOUSING SERVICES, INC IN INDIANA OR IS AN OWNER, DIRECTOR, EMPLOYEE, AGENT, OFFICER OR REPRESENTATIVE OF ANY FIRM, ORGANIZATION OR GOVERNMENT AGENCY ENGAGEDIN ACTIVITIES WITHIN OUR COUNTIES SERVED IN INDIANA. FORM 990, PART VI, SECTION A, LINE 7A THE INITIAL MEMBERS SHALL BE DESIGNATED BY THE INITAL BOARD OF DIRECTORS. ANY OTHER PERSON WHO IS ELIGIBLE FOR MEMBERSHIP IN THE CORPORATION MAY BECOME A MEMBER BY ATTENDING THE ANNUAL MEETING AND/OR REQUESTING MEMBERSHIP BY SIGNING A NOTICE TO BECOME A MEMBER. FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATION SHALL HAVE ONE CLASSIFICATION OF MEMBERS AND EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS, EXCEPT AS OTHERWISE PROVIDED BY LAW. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S EXECUTIVE DIRECTOR REVIEWS THE FORM 990 AND DISCUSSES ITS CONTENTS WITH THE BOARD BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S DIRECTORS, OFFICERS, AND COMMITTEE MEMBERS ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY AND SIGN ACKNOWLEDGEMENT TO ADHERE TO IT ANNUALLY. THE ORGANIZATION'S EXECUTIVE DIRECTOR AND THE BOARD REVIEW ALL VENDOR RELATIONSHIPS FOR POTENTIAL CONFLICTS OF INTEREST WITH KEY EMPLOYEES AND BOARD MEMBERS PRIOR TO PURCHASING GOODS AND/OR SERVICES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY THE COMMUNITY BASED BOARD OF DIRECTORS. KEY EMPLOYEES' COMPENSATION IS DETERMINED IN PARTNERSHIP WITH THE PERSONNEL COMMITTEE. COMPARABILITY DATA WAS USED. MINUTES OF THE MEETING WERE TAKEN. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VI, LINE 16B: THE ORGANIZATION PAYS 50% OF THE EXPENSES IN A JOINT VENTURE STENTZ/LNHS LLC EACH YEAR. THIS ENTITY IS A NON-INCOME PRODUCING ENTITY AND MERELY HOLDS TITLE TO A PARKING LOT. WHILE THERE ARE NO SPECIFIC WRITTEN POLICIES/PROCEDURES FOR STENTZ/LNHS LLC, THE ORGANIZATION'S EXEMPT STATUS IS PROTECTED BY THE GOVERNANCE STRUCTURE AND APPROVAL POLICIES GOVERNING ALL TRANSACTIONS AND AFFAIRS OF THE EXEMPT ENTITY INCLUDING TRANSACTIONS, POLICIES, AND PROCEDURES FOR THIS JOINT VENTURE. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE SELECTION AND REVIEW PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. HISTORIC JEFF CENTRE INC 671 NORTH 36TH ST LAFAYETTE IN 47905 522406690 HOUSING IN LAFAYETTE NEIGHBORHOOD HOUSING SERVICES INC JEFFERSONIAN GP LLC 671 NORTH 36TH ST LAFAYETTE IN 47905 HOUSING IN LAFAYETTE NEIGHBORHOOD HOUSING SERVICES INC JEFF CENTRE LLC 671 NORTH 36TH ST LAFAYETTE IN 47905 HOUSING IN LAFAYETTE NEIGHBORHOOD HOUSING SERVICES INC