2026-05-05T13:12:31-05:00 2025-06-30 391203191 SVA CERTIFIED PUBLIC ACCTS SC 1221 JOHN Q HAMMONS DRIVE MADISON WI 53717 990 2024-07-01 391742974 GREATER FOX CITIES AREA HABITAT FOR HUMANITY INC HABI 9209548702 921 MIDWAY RD MENASHA WI 54952 ATTENTION JOHN WEYENBERG PRESIDENT 9209548702 2026-05-05 1 1 LYNN HESLINGA P01273410 6088318181 2024 2025-03-06 01:10:19Z JOHN WEYENBERG 921 MIDWAY RD MENASHA WI 54952 14767582 0 8545 X FOXCITIESHABITAT.ORG X 1992 WI BRING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. 20 20 0 1835 61961 1926 7315770 8329309 4283753 4457136 1961842 673024 209556 82521 13770921 13541990 4113012 4990936 0 0 2857436 3552263 0 0 773766 5892051 5278152 12862499 13821351 908422 -279361 19671058 19937545 4351479 4196972 15319579 15740573 X SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. 0 0 7778588 2343553 4418640 HOMEOWNERSHIP PROGRAM: FAMILIES IN NEED OF A DECENT PLACE TO LIVE BUILD SAFE AND AFFORDABLE HOMES IN PARTNERSHIP WITH US. HABITAT HOUSES ARE MODESTLY SIZED. THEY ARE LARGE ENOUGH FOR THE HOMEOWNER FAMILY'S NEEDS, BUT SMALL ENOUGH TO KEEP CONSTRUCTION AND MAINTENANCE COSTS AFFORDABLE. BY USING LABOR OF VOLUNTEERS AND PROSPECTIVE HOMEOWNERS, EMPLOYING EFFICIENT BUILDING METHODS, KEEPING HOUSE SIZES MODEST, USING DONATED CONSTRUCTION MATERIALS AND APPLIANCES, AND ISSUING 0% INTEREST LOANS, HABITAT MAKES ITS HOUSES AFFORDABLE FOR LOW-INCOME FAMILIES TO PURCHASE. AFFORDABLE HOMEOWNERSHIP HELPS CREATE THE CONDITIONS THAT FREE FAMILIES FROM INSTABILITY, STRESS AND FEAR, AND ENCOURAGE SELF-RELIANCE AND CONFIDENCE. STUDIES SHOW THAT STRONG AND STABLE HOUSEHOLDS ARE FOUNDATIONAL TO CHILD DEVELOPMENT AND GROWTH. WHEN A HOME FOSTERS INSTEAD OF HINDERS HEALTH AND SAFETY, FAMILIES CAN FLOURISH. OWNING AN AFFORDABLE HOME ALSO ALLOWS HOMEOWNERS TO LIFT UP THEIR ENTIRE FAMILY BY SAVING FOR THEIR FUTURES AND INVESTING IN EDUCATIONAL OPPORTUNITIES, BOLSTERING JOB OPPORTUNITIES AND CAREER GROWTH. DURING THE FISCAL YEAR, 17 FAMILIES ACHIEVED HOME OWNERSHIP THROUGH OUR HOMEOWNERSHIP PROGRAM. 955640 57196 RESTORE PROGRAM: THE "RESTORE," IS A HOME IMPROVEMENT AND DONATION CENTER SELLING NEW AND GENLY USED FURNITURE, APPLIANCES, HOME GOODS, BUILDING MATERIALS AND MORE. DONATED PRODUCTS ARE SOLD TO THE GENERAL PUBLIC AT LESS THAN 50% OF THE RETAIL COST. THE RESTORE HAS THREE PRIMARY BENEFITS. FIRST, PROFITS FROM SALES FUND THE BUILDING OF ADDITIONAL HOMES FOR QUALIFIED FAMILIES. SECOND, WE DIVERT WASTE PRODUCTS FROM THE LANDFILL AND ENCOURAGE REUSE AND RECYCLING. LAST YEAR, NEARLY 507 TONS OF MATERIAL WERE DIVERTED FROM THE LANDFILL. FINALLY, DISCOUNTED PRODUCTS ALLOW FAMILIES AND PROPERTY OWNERS TO MAKE UPGRADES TO THEIR OWN HOMES THEY MAY NOT OTHERWISE BE ABLE TO AFFORD. 3138198 2647383 55258 ROCK THE BLOCK AND HOME PRESERVATION PROGRAMS: THROUGH OUR ROCK THE BLOCK WORK, WE SELECT A NEIGHBORHOOD AND PARTNER LOCALLY WITH RESIDENTS, MUNICIPALITIES, COMMUNITY PARTNERS AND VOLUNTEERS TO REVITALIZE COMMUNITY SPACES, HOMES, SCHOOLS AND BUILDINGS THROUGH SMALLER-SCALE REPAIRS AND BEAUTIFICATION PROJECTS IN THAT NEIGHBORHOOD. OUR HOME PRESERVATION PROGRAM IS AN OUTREACH INITIATIVE THAT SEEKS TO PROVIDE A WIDE RANGE OF OPPORTUNITIES FOR LOW- TO MODERATE-INCOME HOMEOWNERS, INCLUDING VETERANS AND SENIORS, WHO ARE STRUGGLING TO MAINTAIN THEIR HOMES BECAUSE OF AGE, DISABILITY OR FAMILY CIRCUMSTANCES. WE PARTNER WITH FAMILIES TO HELP THEM RECLAIM THEIR HOMES WITH PRIDE AND DIGNITY. THE PROGRAM ALLOWS FAMILIES TO STAY IN THEIR HOME AND AVOID THE UNCERTAINTY, TRAUMA AND EXPENSE OF MOVING. PROJECTS CONSIST OF INTERIOR AND/OR EXTERIOR REPAIRS INTENDED TO ALLEVIATE CRITICAL HEALTH, LIFE AND SAFETY ISSUES OR CODE VIOLATIONS. GREATER FOX CITIES AREA HABITAT FOR HUMANITY STAFF SERVE AS ADOCATES FOR THE FAMILIES AND HELP FAMILIES FIND REPUTABLE CONTRACTORS TO COMPLETE THE REPAIRS. IN ADDITION, WE OFFER SERVICES TO MITIGATE THE HEALTH RISKS FROM LEAD INGESTION TO ELIGIBLE HOMEOWNERS. WE FOCUSED ON 1 ROCK THE BLOCK COMMUNITY AND SERVED 101 FAMILIES THROUGH OUR HOME PRESERVATION PROGRAMS IN FISCAL YEAR 2025. 86028 27791 FINANCIAL AND HOMEBUYER EDUCATION PROGRAMS: AS PART OF THE HOMEOWNERSHIP PROCESS, WE BELIEVE EDUCATION BUILDS A MORE SOLID FOUNDATION FOR LONG-TERM PERSONAL SUCCESS AND HELPS ALLEVIATE ANY CONCERNS OR BARRIERS ON THE PATH TO HOMEONWERSHIP. DURING THESE EDUCATION CLASSES, WE COVER TOPICS SUCH AS BUDGETING, CREDIT CARDS AND CREDIT REPORTS, DEBT AND LOANS, SAVING, INVESTING AND PLANNING FOR THE FUTURE, EMERGENCY SITUATIONS, MORTGAGES, HEALTH AND HOME SAFETY, HOME MAINTENANCE AND BEING A GOOD NEIGHBOR. A MORE IN-DEPTH UNDERSTANDING OF THESE IMPORTANT CONCEPTS IS A TOOL THAT CAN BE USED TO BUILD A BETTER FUTURE. IN ADDITION, EACH FAMILY IN THE PROGRAM IS OFFERED A VOLUNTEER BUDGET COACH. IN FISCAL YEAR 2025, 32 FINANCIAL AND HOMEBUYER CLASSES WERE HELD AND OVER 60 HOURS OF BUDGET COACHING WERE PROVIDED FORFAMILIES IN THE PROGRAM.ALMOST HOME PROGRAM: ALMOST HOME PROVIDES FINANCING COUNSELING SERVICES TO THOSE ACTIVELY WORKING TOWARD HOME OWNERSHIP AND PARTNER FAMILIES AT RISK OF DELINQUENCY. SERVICES OF THE PROGRAM INCLUDE ASSISTANCE FINDING OR IMPROVING EMPLOYMENT, IMPROVING CREDIT RATING, BUDGETING AND RESOLVING FAMILY OR HEALTH ISSUES. IN FISCAL YEAR 2025, 93 FAMILIES WERE SERVED THROUGH THE ALMOST HOME PROGRAM AND 2 FAMILIES BECAME MORTGAGE READY THROUGH THEIR PARTICIPATION IN THE PROGRAM. 86028 27791 11958454 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 X 59 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 WI X X BARBARA HALL 9209548702 921 MIDWAY RD MENASHA WI 54952 MIKE KALINOWSKI TERM 825 DIRECTOR 2.00 X 0 0 0 KATHI SEIFERT TERM 825 CHAIRPERSON/DIRECTOR 3.00 X X 0 0 0 DAVID VAN LIESHOUT TERM 825 DIRECTOR 2.00 X 5833 0 0 JACKIE WEBER TERM 825 DIRECTOR 2.00 X 0 0 0 MICHAEL WELLER TERM 825 DIRECTOR 2.00 X 0 0 0 CHARLIE GOFF TERM 825 TREASURER/CHAIRPERSON 2.00 X X 0 0 0 TJ MINNEHAN TERM 826 VICE CHAIRPERSON/SECRETARY 2.00 X X 0 0 0 RAYON BROWN TERM 826 DIRECTOR 2.00 X 0 0 0 DR SABRINA ROBINS TERM 827 SECRETARY/VICE CHAIRPERSON 2.00 X X 0 0 0 JAMES WILLIAMS TERM 827 DIRECTOR 2.00 X 0 0 0 STACEY BARTLETT TERM 825 TREASURER/DIRECTOR 2.00 X X 0 0 0 KEVIN BEAUCHAMP TERM 825 DIRECTOR 2.00 X 0 0 0 MARISSA DOWNS TERM 825 DIRECTOR 2.00 X 0 0 0 MARY LORNSON TERM 825 DIRECTOR 2.00 X 0 0 0 SHENG LEE YANG TERM 825 DIRECTOR 2.00 X 1600 0 0 JEN BAUER TERM 826 DIRECTOR 2.00 X 0 0 0 BRIAN EPISCOPO TERM 826 DIRECTOR 2.00 X 0 0 0 STEPHANIE LOWNEY TERM 827 DIRECTOR 2.00 X 0 0 0 TIM MCCOY TERM 827 DIRECTOR 2.00 X 0 0 0 LORI NEY TERM 827 DIRECTOR 2.00 X 0 0 0 JOHN WEYENBERG PRESIDENT/CEO 55.00 X 172597 0 12587 BARBARA HALL CFO 50.00 X 119895 0 9840 299925 0 22427 2 0 1 0 INSPERITY PEO SERVICES LP 545 E JOHN CARPENTER FWY ST 1200 IRVING TX 75062 CO-EMPLOYER & PAYROLL SERVICES 3370108 KEAVENY CONTRACTING LLC 2601 SEIFERTH RD MADISON WI 53716 CONSTRUCTION SERVICES 686750 RJR3 ENTERPRISES 235 E FRANCES STREET APPLETON WI 54911 CONSTRUCTION SERVICES 596011 IDEAL WINDOWS AND DOORS 609 MESA COURT WAUKESHA WI 53188 CONSTRUCTION SERVICES 569104 ROGER BOWERS CONSTRUCTION PO BOX 346 KAUKAUNA WI 54130 EXCAVATION 338879 13 3901466 4427843 1258063 8329309 SALE TO HOMEOWNERS 236117 4224155 4224155 MORTGAGE DISCOUNT AMORTIZATION 522292 156897 156897 RENTAL INCOME 531110 27791 27791 OWNER-OCCUPIED HOME REPAIR SERVIC 236118 22653 22653 25640 25640 4457136 39997 39997 23245 15768 7477 7477 4765 2712 803605 170578 633027 633027 44553 588474 1096442 1039246 57196 57196 17848 17848 17848 13541990 4501689 61961 649031 76500 76500 4914436 4914436 340983 107416 184143 49424 2545823 1561164 530152 454507 105093 75599 14526 14968 301349 208406 50324 42619 259015 166182 53567 39266 6591 6591 78308 78308 168323 109522 38842 19959 121357 36553 15633 69171 82587 60625 10952 11010 93316 57552 23793 11971 151648 135108 9407 7133 39882 36857 1027 1998 39662 18940 17663 3059 96395 93517 1330 1548 34152 23695 5833 4624 104079 101763 2316 108132 70131 26954 11047 COST OF HOMES TRANSFERE 3751938 3751938 TOOLS AND EQUIPMENT 124590 120034 4556 LEAD PROGRAM ADMINISTRA 74457 74457 COST OF HOME REPAIR SER 19422 19422 183313 138637 20086 24590 13821351 11958454 1089131 773766 173592 261512 1784804 668241 388460 1256091 16882 14466 2558194 2521370 4364359 5344860 110797 92825 3953396 1011015 2990188 2942381 48950 48950 7234832 6786849 19671058 19937545 822087 765749 590085 534695 245280 45573 2331587 2525208 241475 231128 120965 94619 4351479 4196972 X 13803583 13044952 1515996 2695621 15319579 15740573 19671058 19937545 X -279361 17786 682569 X 0 1 X 1 1 1 X 4495286 4511286 5794246 7315770 8329309 30445897 4495286 4511286 5794246 7315770 8329309 30445897 30445897 37103 29890 53977 86297 39997 247264 240171 288484 158891 186087 61961 935594 8865 14761 473542 18205 17848 533221 32161976 18588609 0.94660 0.92410 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 8,865. 2021 AMOUNT: $ 14,761. 2022 AMOUNT: $ 25,726. 2023 AMOUNT: $ 18,205. 2024 AMOUNT: $ 17,848. GAIN ON EXTINGUISHMENT OF NOTE PAYABLE - 2022 AMOUNT: $ 447,816. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 754236 754236 2660457 584518 2075939 116327 71446 44881 313766 269814 43952 108610 85237 23373 2942381 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 6684130 RIGHT-OF-USE ASSETS 94619 PROPERTY HELD FOR INVESTMENT 8100 6786849 LEASE LIABILITIES 94619 94619 15372851 127928 1702933 1830861 13541990 0 13541990 14951857 110142 1020364 1130506 13821351 0 13821351 PART IV, LINE 2B: EACH FAMILY THAT WE HOLD A MORTGAGE FOR, EXCEPT THOSE WITH A HOME REPAIR LOAN, ARE REQUIRED (AS PART OF THEIR MONTHLY PAYMENT) TO SUBMIT PAYMENT TO BE HELD IN ESCROW FOR THEIR PROPERTY TAXES AND HOMEOWNER'S INSURANCE. HABITAT HOLDS THESE PAYMENTS IN A SEPARATE BANK ACCOUNT. ALL HOMEOWNER'S INSURANCE BILLS ARE SENT DIRECTLY TO HABITAT AND ARE PAID IMMEDIATELY UPON RECEIPT FROM THE ESCROW CHECKING ACCOUNT. THE PROPERTY TAX BILLS ARE SENT DIRECTLY TO THE HOMEONWERS. HABITAT PULLS THE ONLINE PROPERTY TAX BILLS AND PAYS THE PROPERTY TAX BILLS IN DECEMBER UP TO THE AMOUNT THE HOMEOWNER HAS IN THEIR ESCROW ACCOUNT. IF THE PROPERTY TAX BILL IS GRATER THAN THE HOMEOWNER'S ESCROW ACCOUNT, THE FAMILY IS REQUIRED TO PAY THE ADDITIONAL AMOUNT TO HABITAT PRIOR TO HABITAT RELEASING THE AMOUNT DUE FOR THE EXCESS BALANCE. A SUMMARY OF ALL DISBURSEMENTS IS SENT TO EACH HOMEOWNER IN JANUARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,039,246. RENT EXPENSES 15,768. RETURN ON BENEIFICAL INTEREST ON ASSETS HELD BY COMMUNITY FOUNDATION 647,919. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,039,246. RENT EXPENSES 15,768. GRANT RETURN -34,650. 1 HABITAT FOR HUMANITY INTERNATIONAL 121 HABITAT STREET AMERICUS GA 31709 911914868 501 (C) (3) 76500 0 TO BUILD HOMES IN ZAMBIA & VIETNAM 1 0 INTEREST-FREE LOANS FOR HOMES AND HOME REPAIRS AT COST 26 2346990 FMV THE AMOUNT OF NON-CASH ASSISTANCE IS EQUAL TO THE FAIR VALUE OF INTEREST-FREE LOANS OVER MARKET RATE LOANS. FREE REPAIR SERVICES 99 2567446 COST THE AMOUNT OF NON-CASH ASSISTANCE IS EQUAL TO THE COST OF THE REPAIR SERVICES. PART I, LINE 2 ASSISTANCE PROVIDED THROUGH INTEREST-FREE LOANS IS MONITORED MONTHLY AS THE LOANS ARE REPAID. IF A HOMEOWNER SELLS THE HOME BEFORE THE LOAN IS REPAID, THE HOMEOWNER CAN KEEP ONLY THE AMOUNT OVER THE FAIR VALUE OF THE HOME AT THE TIME THE HOMEOWNER ORIGINALLY PURCHASES THE HOME PLUS THE AMOUNT THEY HAVE PAID DOWN ON THEIR MORTGAGES. ALL OTHER PROCEEDS FROM THE SALE ARE RETURNED TO THE ORGANIZATION. X X 0 0 0 0 0 0 0 0 0 JOHN WEYENBERG PRESIDENT/CEO 172597 0 0 0 0 0 10195 0 2392 0 185184 0 0 0 BARBARA HALL CFO 119895 0 0 0 0 0 7090 0 2750 0 129735 0 0 0 X RESTORE INVENTORY 12363 822863 SELLING PRICE OF GOO X CONSTRUCTION MATERIAL 155 423350 ESTIMATED FMV X SCHOOL SUPPLIES 7 11850 ESTIMATED FMV 5 0 1 0 SCHEDULE M, PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART V, LINE 2A FOR 2024 (FY2025), THE ORGANIZATION HAD A CO-EMPLOYMENT AGREEMENT WITH INSPERITY PEO SERVICES, L.P. THROUGH NOVEMBER 30, 2024. EFFECTIVE DECEMBER 1, 2024, THE ORGANIZATION HAD A CO-EMPLOYMENT AGREEMENT WITH AMPLIFY HR MANAGEMENT, LLC. THE ORGANIZATION REPORTED NO EMPLOYEES ON 2024'S FORM W-3, AS THE ORGANIZATION'S EMPLOYEES WERE REPORTED AS EMPLOYEES OF INSPERITY PEO SERVICES, L.P. AND AMPLIFY HR MANAGEMENT LLC. THE COMPENSATION PAID TO INSPERITY PEO SERVICES, L.P. AND AMPLIFY HR MANAGEMENT LLC FOR THESE EMPLOYEES IS INCLUDED IN THE FORM 990, PART VII, SECTION B. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WHICH HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S BOARD OF DIRECTORS IS PROVIDED A COPY OF THE FORM 990, AND THE FINANCE/AUDIT COMMITTEE, PRESIDENT/CEO AND CFO REVIEW THE FORM 990 BEFORE THE FORM 990 IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS IS ANNUALLY GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY, AND THE DIRECTORS INDICATE IF THEY HAVE A CONFLICT. DURING THE YEAR, THE DIRECTORS ABSTAIN FROM VOTING IF THEY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION HAS A CO-EMPLOYMENT AGREEMENT WITH ANOTHER ENTITY. THE ORGANIZATION'S STAFF ARE COMPENSATED BY THIS OTHER ENTITY. EACH STAFF MEMBER'S POSITION IS EVALUATED AGAINST SIMILAR POSITIONS IN SALARY SURVEYS AND ADJUSTED FOR THE REGION. ONCE A BASE RATE FOR THE POSITION IS ESTABLISHED, THEN THE INDIVIDUAL STAFF MEMBERS ARE EVALUATED BASED ON YEARS OF EXPERIENCE, JOB RESPONSIBILITIES, AND PERFORMANCE TO ARRIVE AT THE ADJUSTED SALARY. THAT ANALYSIS WORK IS DONE BY THE PRESIDENT/CEO, CFO AND SUPERVISORS. THE PRESIDENT/CEO COMPLETES THE ANALYSIS FOR THE CFO, AND THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS COMPLETES THIS ANALYSIS FOR THE PRESIDENT/CEO. ALL SALARY ADJUSTMENTS ARE APPROVED BY THE BOARD OF DIRECTORS THROUGH THE ANNUAL BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES COPIES OF ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION MAKES ITS AUDITED FINANCIAL STATEMENTS AND ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST AND THROUGH ITS WEBSITE. FORM 990, PART XI, LINE 9: GRANT RETURN 34,650. RETURN ON BENEFICIAL INTEREST ON ASSETS HELD BY COMMUNITY FOUNDATION 647,919. JACOBSEN PRAIRIE PROJECT LLC 921 MIDWAY ROAD MENASHA WI 54952 995073787 REAL ESTATE HOLDING COMPANY WI 0 540000 FILING ORG GILLETT STREET PROJECT LLC 921 MIDWAY ROAD MENASHA WI 54952 334818125 REAL ESTATE HOLDING COMPANY WI 0 8100 FILING ORG