2026-03-06T14:03:48-06:00 2025-06-30 741130599 PATTILLO BROWN & HILL LLP P O BOX 20725 WACO TX 767020725 990 2024-07-01 202556383 HABITAT FOR HUMANITY TEXAS INC HABI 5125235725 PO BOX 850 BUDA TX 78610 ROBERT BAKER VP-FINANCE/TREASURER 5125235725 2026-02-27 1 1 SHARON M HERWALD CPA P00079864 2547724901 2024 2025-03-06 01:10:19Z HABTEX MORTGAGE ROBERT BAKER PO BOX 850 BUDA TX 78610 642907 0 X WWW.HABITATTEXAS.ORG X 2005 TX HABITAT OFFICES ACROSS TEXAS RELY ON HABITAT FOR HUMANITY TEXAS TO STRENGHTEN EFFORTS TO ADDRESS THE AFFORDABLE HOUSING CRISIS THAT FACE COMMUNITIES ACROSS THE STATE. HABITAT TEXAS DOES THIS BY EMPOWERING AND EQUIPPING THESE OFFICES THROUGH TECHNICAL ASSISTANCE, TRAINING, FUNDRAISING SUPPORT, LEGISLATIVE ADVOCACY, MORTGAGE SERVICES AND HOMEOWNER EDUCATION. 10 10 15 85 184063 0 495079 458824 658105 184063 60379 20 0 0 1213563 642907 0 0 0 0 718479 332568 0 0 57917 458617 318760 1177096 651328 36467 -8421 2073330 1075226 1620679 449383 452651 625843 X HABITAT OFFICES ACROSS TEXAS RELY ON HABITAT FOR HUMANITY TEXAS TO STRENGHTEN EFFORTS TO ADDRESS THE AFFORDABLE HOUSING CRISIS THAT FACE COMMUNITIES ACROSS THE STATE. HABITAT TEXAS DOES THIS BY EMPOWERING AND EQUIPING THESE OFFICES THROUGH TECHNICAL ASSISTANCE, TRAINING, FUNDRAISING SUPPORT, LEGISLATIVE ADVOCACY, MORTGAGE SERVICES AND HOMEOWNER EDUCATION. 0 0 112181 80345 HABTEX MORTGAGE - HABITAT TEXAS SERVICED 1600 LOANS IN 2025 FOR 25 AFFILIATES, WHICH IS ALMOST HALF THE TEXAS NETWORK. LOAN SERVICING IS THE PROCESS BY WHICH A COMPANY COLLECTS INTEREST, PRINCIPAL, AND ESCROW PAYMENTS FROM A BORROWER. AS A PART OF THIS, HABITAT TEXAS HELPED COUNSEL HABITAT HOMEBUYERS IN FINANCIAL LITERACY AND FORECLOSURE AVOIDANCE, RESPONSIBLE USE OF CREDIT, AND MORE. 202750 42960 LONE STAR SUMMIT - CONVENING OVER 200 HABITAT FOR HUMANITY STAFF, VOLUNTEERS, AND PARTNERS FROM ACROSS TEXAS, THE LONE STAR SUMMIT SERVES AS A DYNAMIC HUB FOR KNOWLEDGE EXCHANGE, FOSTERING COLLABORATION AND INNOVATION WITHIN THE TEXAS HABITAT NETWORK. BY BRINGING TOGETHER PASSIONATE STAFF AND VOLUNTEERS, THE SUMMIT PROVIDES A PLATFORM TO SHARE BEST PRACTICES, TACKLE CHALLENGES, AND EXPLORE EMERGING TRENDS IN THE AREAS OF LEADERSHIP, CONSTRUCTION, VOLUNTEER MANAGEMENT, FUNDRAISING, AND MORTGAGE HOMEBUYER SERVICES. THROUGH INTERACTIVE SESSIONS, WORKSHOPS, AND NETWORKING OPPORTUNITIES, PARTICIPANTS GAIN VALUABLE INSIGHTS, ENHANCE THEIR SKILLS, AND BUILD STRATEGIC PARTNERSHIPS. IN JULY 2024, HABITAT TEXAS HOSTED 34 AFFILIATES WITH 170 ATTENDEES IN 35 SESSIONS. 49280 8372 THE HABITAT TEXAS LEADER RETREAT IS AN ANNUAL GATHERING OF CHIEF EXECUTIVE LEVEL INDIVIDUALS REPRESENTING AFFILIATES FROM ACROSS THE STATE. THIS UNIQUE RETREAT FOCUSES ON DEVELOPING THE OFTEN-OVERLOOKED SOFT SKILLS OF LEADERSHIP - SUCH AS EMOTIONAL INTELLIGENCE, COMMUNICATION, STRATEGIC THINKING, AND RESILIENCE - THAT ARE CRITICAL TO NONPROFIT SUCCESS BUT RARELY TAUGHT. THROUGH GUIDED DISCUSSIONS, PEER LEARNING, AND EXPERT FACILITATION, LEADERS LEAVE BETTER EQUIPPED TO INSPIRE TEAMS, NAVIGATE CHALLENGES, AND BUILD STRONGER COMMUNITIES. WITH SUPPORT FROM FUNDERS, THIS RETREAT ENSURES THAT THOSE AT THE HELM OF AFFORDABLE HOUSING EFFORTS IN TEXAS CONTINUE TO GROW AS COMPASSIONATE, EFFECTIVE, AND VISIONARY LEADERS. 107040 52386 ADVOCACY AND EDUCATION, DISASTER RELIEF, AND OTHER PROGRAM SERVICES. 107040 52386 471251 1 1 0 1 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 15 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X AMY LEDBETTER PARHAM 5125235725 125 ROSE ST SUITE 201 BUDA TX 78610 CRAIG CHICK PRESIDENT 4.00 X X 0 0 0 ELLEN DECAREAU SECRETARY 2.00 X X 0 0 0 ROBERT BAKER VP FINANCE/TREASURER 1.00 X X 0 0 0 ANDY YORK VP AFFILIATE AFFAIRS 1.00 X X 0 0 0 BARRETT WATSON VP STRATEGY & ALLIANCES 7.00 X X 0 0 0 BETH WHITAKER VP GOVERNANCE 1.00 X X 0 0 0 ALASON MOOREHEAD DIRECTOR 1.00 X 0 0 0 LEAH MCWHINNIE DIRECTOR 1.00 X 0 0 0 PHILIP STACY DIRECTOR 1.00 X 0 0 0 JOHN ALEXANDER DIRECTOR 4.00 X 0 0 0 AMY PARHAM CEO 40.00 X 154481 0 13560 154481 0 13560 1 0 1 0 0 144650 314174 458824 SEMINAR & TRAINING INC 900099 91209 91209 ADVOCACY PROGRAMS 900099 50866 50866 MORTGAGE SERVICING 522291 41988 41988 184063 20 20 642907 0 184063 20 92545 72185 11106 9254 209279 163238 25113 20928 170 133 20 17 7643 5961 917 765 22931 17886 2752 2293 2447 2447 62114 470 37081 24563 33 33 10237 213 10024 45380 40373 5007 30323 16377 13946 11022 4483 6539 128894 128422 472 500 500 3255 3255 2539 318 2124 97 PRINTING, PUB, POSTAGE, 8534 8211 323 DISASTER RELIEF 6872 6872 MISCELLANEOUS 5609 5609 BAD DEBTS 1001 1001 651328 471251 122160 57917 1622666 163549 144336 32043 292737 283988 3012 10358 108295 100971 10579 7324 0 577964 2073330 1075226 64635 23165 113145 89832 1428991 0 13908 336386 1620679 449383 X 447651 625843 5000 0 452651 625843 2073330 1075226 X -8421 181613 X 0 1 X 0 0 X 540509 789008 855119 495079 642887 3322602 540509 789008 855119 495079 642887 3322602 3322602 48 121 252 32 20 473 3323075 1936061 0.99990 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13487 1809 15296 455955 471251 94250 23563 0 0 181615 170563 149826 94250 596254 894381 62 30136 783 15296 46277 45404 42641 37457 23563 149065 223598 62 29568 383 13487 43500 0 1 X 108295 100971 7324 7324 INTERCOMPANY RECEIVABLE 577964 577964 PAYROLL LIABILITIES 9081 INTERCOMPANY PAYABLE 327305 336386 X PART IV, LINE 2B: THE ORGANIZATION BEGAN SERVICING MORTGAGES ON BEHALF OF OTHER HABITAT FOR HUMANITY AFFILIATES AND ITSELF. THESE FUNDS ARE HELD IN ESCROW UNTIL THEY ARE PAID OVER TO THE APPROPRIATE ORGANIZATIONS, COMPANIES OR TAXING ENTITIES. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), THOUGH IT WOULD BE SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSES (UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC). CONTRIBUTIONS TO THE ORGANIZATION ARE TAX DEDUCTIBLE TO DONORS UNDER SECTION 170 OF THE IRC. THE ACCOUNTING STANDARDS ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESS THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM A TAX POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR FISCAL YEARS 2025 AND 2024. THE PREVIOUS THREE YEARS REMAIN SUBJECT TO EXAMINATION BY TAX JURISDICTIONS. 1 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH ESTABLISHED INTERNAL CONTROLS AND REGULAR FINANCIAL OVERSIGHT. ALL GRANT-RELATED INCOME AND EXPENSES ARE TRACKED IN DETAIL WITHIN QUICKBOOKS ACCOUNTING SOFTWARE. PROGRAM STAFF AND LEADERSHIP REVIEW EXPENDITURES TO ENSURE ALIGNMENT WITH GRANT PURPOSES, AND PERIODIC REPORTS ARE GENERATED TO ASSESS PROGRESS AND COMPLIANCE. SUPPORTING DOCUMENTATION IS MAINTAINED FOR ALL DISBURSEMENTS, AND GRANT OUTCOMES ARE EVALUATED THROUGH NARRATIVE AND/OR FINANCIAL REPORTING, AS REQUIRED BY EACH GRANT AGREEMENT. 1 X X 0 0 0 0 0 0 0 0 0 AMY PARHAM CEO 154481 0 0 0 0 0 7224 0 6336 0 168041 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATIONAL STRUCTURE DOES NOT UTILIZE SUBCOMMITTEES; THEREFORE, THERE ARE NO RECORDED MINUTES. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE 990 IS REVIEWED BY THE TREASURER BEFORE FILING AND THEN SENT TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNNUALLY, THE VICE PRESIDENT OF GOVERNANCE ON THE BOARD OF DIRECTORS REVIEWS THE POLICY WITH THE BOARD. BOARD MEMBERS FILL OUT CONFLICT OF INTEREST FORMS, WHICH ARE FILED AND MONITORED FOR ANY SITUATION WHICH MAY ARISE. FORM 990, PART VI, SECTION B, LINE 15 IN THE PAST, COMPENSATION HAS BEEN COMPARED WITH A SALARY SURVEY OF HABITAT FOR HUMANITY AFFILIATES AND A SALARY SURVEY BY THE TEXAS ASSOCIATION OF NONPROFIT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE IN THE FORM OF THE ANNUAL REPORT. FORM 990, PART XI, LINE 9: PPA FOR HABTEX ACTIVITY IN PRIOR YEAR 181,613.