2026-03-07T12:08:50-05:00 2025-06-30 460952065 BOUNTIFUL PEAK ADVISORS 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2024-07-01 870539094 HABITAT FOR HUMANITY OF SUMMIT & WASATCH COUNTIES UTAH INC HABI 4356581400 PO BOX 682704 PARK CITY UT 840682704 SHELLIE BARRUS EXECUTIVE DIRECTOR 4356581400 2026-01-28 true true JUSTIN R SHAW CPA CFE CGMA P00081558 8012943155 2026-03-07 2024 2025-03-06 01:10:19Z COUNTIES UTAH INC SHELLIE BARRUS PO BOX 682704 PARK CITY UT 840682704 5836491 false X WWW.HABITAT-UTAH.ORG X 1995 UT HABITAT FOR HUMANITY OF SUMMIT & WASATCH COUNTIES SEEKS TO BRING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. WE ENVISION A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE WITHIN OUR SERVICE AREA AND AROUND THE WORLD. 7 7 39 230 0 2277359 2506374 41053 299078 69416 67149 6144 -850767 2393972 2021834 0 0 858349 1228897 51499 28600 246599 650464 782289 1560312 2039786 833660 -17952 7511739 7067146 4014600 3582071 3497139 3485075 X HABITAT FOR HUMANITY OF SUMMIT & WASATCH COUNTIES SEEKS TO BRING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. WE ENVISION A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE WITHIN OUR SERVICE AREA AND AROUND THE WORLD. false false 1609950 RESTORE: RESTORE IS A LOCAL SOCIAL ENTERPRISE OF HABITAT THAT ACCEPTS AND RE-SELLS DONATIONS OF GENTLY USED DURABLE GOODS INCLUDING BUILDING MATERIALS, APPLIANCES, FURNITURE, AND HOME FURNISHINGS. ALL RESTORE REVENUES SUPPORT HABITAT'S ABILITY TO PLAN AND EXECUTE ON ITS AFFORDABLE HOUSING AND EDUCATION PROGRAMS, WHILE ALSO SERVING A SIGNIFICANT SOCIAL AND ENVIRONMENTAL FUNCTION, ANNUALLY DIVERTING MORE THAN 1200 TONS OF WASTE FROM LOCAL LANDFILLS. 299078 AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES: HABITAT FOR HUMANITY COMPLETED CONSTRUCTION OF SIX ATTACHED TOWNHOMES RIGHT BEFORE THE START OF THIS FISCAL YEAR IN THE SILVER CREEK VILLAGE. PLANNING AND PERMITTING BEGAN RIGHT AWAY ON THE NEXT PHASE OF OUR 10-UNIT TOWNHOME PROJECT SERVING FAMILIES BELOW 60% AMI. OUR HOMEOWNERS ARE SELECTED THROUGH A COMPETITIVE APPLICATION PROCESS THAT INCLUDES COMPREHENSIVE FINANCIAL EDUCATION AND ARE ALL ASKED TO CONTRIBUTE "SWEAT EQUITY" DURING THE CONSTRUCTION PROCESS. EDUCATION PROGRAMS AND REFERRALS: OUR CRITICAL EDUCATION PROGRAMS SERVE EVERYONE IN THE COMMUNITY WITH THE OPPORTUNITY TO UNDERSTAND AND PLAN THEIR FINANCIAL FUTURES. WE ALSO PRIORITIZE PREPARING LOW AND MODERATE-INCOME BUYERS FOR HOMEOWNERSHIP. THIS PROGRAM INCLUDES FREE FINANCIAL WORKSHOPS AND MULTI-SESSION ONLINE COURSES, FREE HOUSING COUNSELING INTEGRATING IN-PERSON AND ONLINE RESOURCES, AND FREE ADVOCACY AND ONE-ON-ONE REFERRALS IN-PERSON AND BY TELEPHONE. HABITAT HAS CONTINUED TO HOLD QUARTERLY INFORMATION SESSION WITH OTHER COMMUNITY PARTNERS TO PROVIDE A COMPREHENSIVE "HOW-TO" FOR AFFORDABLE HOUSING SUMMIT & WASATCH COUNTIES. THIS ROBUST PROGRAM HELPS HARD-WORKING PEOPLE ACHIEVE ECONOMIC STABILITY. IN THE PAST YEAR WE SERVED 286 INDIVIDUALS AND 114 HOUSEHOLDS. VOLUNTEER ENGAGEMENT: TO MAXIMIZE THE EFFICIENCY OF PROGRAM DELIVERY IN ALL OUR SERVICE AREAS, HABITAT UTILIZES A TEAM OF DEDICATED VOLUNTEERS. DURING THE 2025 FISCAL YEAR, HABITAT RECORDED MORE THAN 3,000 VOLUNTEER HOURS FROM APPROXIMATELY 230 VOLUNTEERS. 1609950 true false false true false false false false false false true false false true true false true false false false false false false true true false false false false false false false false false false false false false true false false false false false false false false true 26 0 39 true false false false false false true true false false false false false false X 7 7 true false false false false false false true true false false true true true true true true true false false UT X SHELLIE BARRUS 4356581400 PO BOX 682704 PARK CITY UT 840682704 SHELLIE BARRUS EXECUTIVE DI 40.00 X 107604 0 7006 WALTER BENNETT PRESIDENT 1.50 X X 0 0 0 STEWART COHEN DIRECTOR 0.50 X 0 0 0 BRITNEY COMER DIRECTOR 0.75 X 0 0 0 BRADY FIFE DIRECTOR 0.50 X 0 0 0 LARRY GLUTH DIRECTOR 0.50 X 0 0 0 ELIZABETH KRUG TREASURER 1.00 X X 0 0 0 SHARON OTTOSON DIRECTOR 0.50 X 0 0 0 RICH SONNTAG DIRECTOR 0.50 X 0 0 0 AUBREY STAPLES DIRECTOR 0.50 X 0 0 0 107604 7006 1 false false false 242595 16799 2246980 2025730 2506374 AMORTIZATION OF DISCOUNT 299078 299078 299078 62149 62149 5000 5000 5000 5000 78844 242595 78844 2885046 3735813 -850767 -850767 2021834 -546689 62149 129500 69930 36260 23310 969881 802583 49166 118132 20458 15231 1342 3885 28613 21296 1879 5438 80445 62608 6843 10994 63524 19191 37452 6881 28600 28600 37977 26312 11665 101824 91735 4606 5483 36078 20616 2658 12804 22297 8383 6768 7146 319798 296387 20418 2993 18360 15430 2930 27906 24329 2841 736 1061 1061 7500 7500 6545 6137 204 204 32247 25171 6682 394 BANK CHARGES 48456 46523 1814 119 REPAIR & MAINTENANCE 27020 27020 DUES & FEES 16393 13126 344 2923 FOOD & ENTERTAINMENT 9306 3384 1030 4892 5997 5997 2039786 1609950 183237 246599 989495 1467138 70966 84734 624877 419647 84242 163186 9727 10160 225755 83961 28134 141794 1034499 1340531 4669799 3439956 7511739 7067146 434310 121178 11 297870 291220 3282409 3169673 4014600 3582071 X 3433406 3441775 63733 43300 3497139 3485075 7511739 7067146 X -17952 5888 X false true X true false X 1862061 1729460 1651679 2277359 2506374 10026933 1862061 1729460 1651679 2277359 2506374 10026933 10026933 653 904 2088 69416 62149 135210 10162143 8596999 0.98670 0.99110 X false true false false false false true 22970 false false 22970 false SCHEDULE C, PART II-B, LINE 1 SHELLIE BARRUS AND ALISON KUHLOW PARTICIPATED IN HABITAT FOR HUMANITY'S DAY ON THE HILL IN FEBRUARY 2025. THE EVENT WAS HELD IN WASHINGTON DC AND BOTH ATTENDED MEETINGS WITH FEDERAL LEGISLATORS. DISCUSSIONS DURING THE MEETINGS INCLUDED REQUESTS TO SUPPORT SPECIFIC INITIATIVES AS IDENTIFIED BY HABITAT FOR HUMANITY INTERNATIONAL. A DAY OUT OF 4 DAYS IS SPENT MEETING WITH LEGISLATORS AND THE REMAINING TIME IS IN HABITAT ADVOCACY TRAININGS. THROUGHOUT THE 12 MONTHS, SHELLIE BARRUS WORKED WITH LOCAL, STATE AND ELECTED OFFICIALS WITHIN THE STATE OF UTAH TO HIGHLIGHT THE IMPORTANCE OF SINGLE-FAMILY HOME OWNERSHIP. OUR EFFORTS WERE JOINED BY THE OTHER UTAH HABITAT FOR HUMANITY AFFILIATES. THE UTAH HABITAT AFFILIATES WORKED TOGETHER ON A REQUEST FOR APPROPRIATIONS FOR 5,000,000.00. ALL FIVE UTAH HABITAT AFFILIATES WORKED WITH KMH CONSULTING & GOVERNMENT AFFAIRS THROUGHOUT THE YEAR ON THIS FUNDING REQUEST AS WELL AS ADVOCACY WORK AT THE STATE LEVEL. 225755 83961 141794 141794 RIGHT OF USE ASSETS 2979096 CONSTRUCTION IN PROGRESS 460860 3439956 LEASE LIABILITY 3169673 3169673 5849738 5888 7359 3814657 3827904 2021834 2021834 5861802 7359 3814657 3822016 2039786 2039786 SCHEDULE D, PAGE 4, PART XI, LINE 2D COST OF GOODS SOLD (RESTORE) 1,898,884 SPECIAL EVENTS EXPENSES 78,844 COST OF GOODS SOLD (HOMES) 1,836,929 SCHEDULE D, PAGE 4, PART XII, LINE 2D COST OF GOODS SOLD (RESTORE) 1,898,884 SPECIAL EVENTS EXPENSES 78,844 COST OF GOODS SOLD (HOMES) 1,836,929 X X X X X X true NATALIE STEVENS false 15400 -15400 KB GRANTS LLC false 8400 -8400 23800 -23800 OVERALL BALL 321439 242595 78844 66217 12627 321439 242595 78844 66217 12627 78844 X STORE INVENTORY 4143 2009406 ACTUAL SALES X SUPPLIES 210 16324 ESTIMATED FMV false false false SCHEDULE M, PAGE 2, PART II THE ORGANIZATION IS REPORTING THE NUMBER OF IN-KIND DONATIONS RECEIVED ON SCHEDULE M. FORM 990 - ORGANIZATION'S MISSION HABITAT FOR HUMANITY OF SUMMIT & WASATCH COUNTIES SEEKS TO BRING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. WE ENVISION A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE WITHIN OUR SERVICE AREA AND AROUND THE WORLD. FORM 990, PAGE 2, PART III, LINE 4B AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES: HABITAT FOR HUMANITY COMPLETED CONSTRUCTION OF SIX ATTACHED TOWNHOMES RIGHT BEFORE THE START OF THIS FISCAL YEAR IN THE SILVER CREEK VILLAGE. PLANNING AND PERMITTING BEGAN RIGHT AWAY ON THE NEXT PHASE OF OUR 10-UNIT TOWNHOME PROJECT SERVING FAMILIES BELOW 60% AMI. OUR HOMEOWNERS ARE SELECTED THROUGH A COMPETITIVE APPLICATION PROCESS THAT INCLUDES COMPREHENSIVE FINANCIAL EDUCATION AND ARE ALL ASKED TO CONTRIBUTE "SWEAT EQUITY" DURING THE CONSTRUCTION PROCESS. EDUCATION PROGRAMS AND REFERRALS: OUR CRITICAL EDUCATION PROGRAMS SERVE EVERYONE IN THE COMMUNITY WITH THE OPPORTUNITY TO UNDERSTAND AND PLAN THEIR FINANCIAL FUTURES. WE ALSO PRIORITIZE PREPARING LOW AND MODERATE-INCOME BUYERS FOR HOMEOWNERSHIP. THIS PROGRAM INCLUDES FREE FINANCIAL WORKSHOPS AND MULTI-SESSION ONLINE COURSES, FREE HOUSING COUNSELING INTEGRATING IN-PERSON AND ONLINE RESOURCES, AND FREE ADVOCACY AND ONE-ON-ONE REFERRALS IN-PERSON AND BY TELEPHONE. HABITAT HAS CONTINUED TO HOLD QUARTERLY INFORMATION SESSION WITH OTHER COMMUNITY PARTNERS TO PROVIDE A COMPREHENSIVE "HOW-TO" FOR AFFORDABLE HOUSING SUMMIT & WASATCH COUNTIES. THIS ROBUST PROGRAM HELPS HARD-WORKING PEOPLE ACHIEVE ECONOMIC STABILITY. IN THE PAST YEAR WE SERVED 286 INDIVIDUALS AND 114 HOUSEHOLDS. VOLUNTEER ENGAGEMENT: TO MAXIMIZE THE EFFICIENCY OF PROGRAM DELIVERY IN ALL OUR SERVICE AREAS, HABITAT UTILIZES A TEAM OF DEDICATED VOLUNTEERS. DURING THE 2025 FISCAL YEAR, HABITAT RECORDED MORE THAN 3,000 VOLUNTEER HOURS FROM APPROXIMATELY 230 VOLUNTEERS. FORM 990, PAGE 6, PART VI, LINE 2 BRITNEY COMER AUBREY STAPLES DIRECTOR DIRECTOR SISTERS FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, ACCOUNTANT, AND BOARD OF DIRECTORS FOR REASONABILITY AND ACCURACY PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C IT IS THE POLICY OF THE ORGANIZATION TO IDENTIFY AND MANAGE CONFLICTS OF INTEREST ON THE PART OF ITS BOARD, EXECUTIVE DIRECTOR, OFFICERS, EMPLOYEES, OR AGENTS WHICH MIGHT IMPAIR THEIR INDEPENDENCE OF JUDGEMENT OR INFLUENCE THEIR DECISIONS OR ACTIONS WITH RESPECT TO THE MISSION OF THE ORGANIZATION. ANY BOARD MEMBER, EMPLOYEE, OR AGENT OF THE ORGANIZATION SHALL DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST TO THE EXECUTIVE DIRECTOR OR BOARD PRESIDENT. IF A CONFLICT IS DETERMINED TO EXIST, THE BOARD WILL DETERMINE THE RESOLUTION OF THE CONFLICT IN AN EXECUTIVE SESSION. IF A CONFLICT IS DETERMINED TO EXIST FOR A MEMBER OF THE BOARD, THAT PERSON MAY NOT VOTE ON THE RESOLUTION OF THE CONFLICT. IF A BOARD MEMBER, EMPLOYEE, OR AGENT DOES NOT DISCLOSE A POTENTIAL CONFLICT OF INTEREST, OR REFUSES TO ELIMINATE A CONFLICT, THEY MAY BE SUBJECT TO LOSE THEIR POSITION ON THE BOARD, EMPLOYMENT POSITION, OR RELATIONSHIP WITH THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS IS RESPONSIBLE FOR DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR. IN DOING SO, THE BOARD CONSIDERS COMPENSATION FOR SIMILAR POSITIONS IN THE REGION. THE BOARD ALSO DOCUMENTS ITS DECISION IN THE BOARD MINUTES. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9 COST OF GOODS SOLD (RESTORE) 1,898,884 SPECIAL EVENTS EXPENSES 78,844 COST OF GOODS SOLD (HOMES) 1,836,929 COST OF GOODS SOLD (RESTORE) -1,898,884 SPECIAL EVENTS EXPENSES -78,844 COST OF GOODS SOLD (HOMES) -1,836,929