2022-05-11T12:43:56-05:00 2021-06-30 561169449 JOHNSON PRICE SPRINKLE PA 79 WOODFIN PLACE SUITE 300 ASHEVILLE NC 28801 990 2020-07-01 561363464 ASHEVILLE AREA HABITAT FOR HUMANITY INC ASHE 8282515702 33 MEADOW ROAD ASHEVILLE NC 28803 ROBERT L DALMAN FINANCE DIRECTOR 8282515702 2022-05-10 1 ROBERT DALMAN 999009999 ROLLIN J GROSECLOSE P00290755 8282542374 2022-05-10 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z ROBERT L DALMAN 33 MEADOW ROAD ASHEVILLE NC 28803 9837679 0 X WWW.ASHEVILLEHABITAT.ORG X 1983 NC SEEKING TO PUT GOD'S LOVE INTO ACTION, ASHEVILLE AREA HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. 19 19 68 753 14540 0 3189665 3024622 2473789 3151414 64735 204117 -19257 747367 5708932 7127520 49881 52792 0 0 1632988 1398890 0 0 514138 3819028 4430411 5501897 5882093 207035 1245427 25735610 26384474 11858078 11261515 13877532 15122959 X SEEKING TO PUT GOD'S LOVE INTO ACTION, ASHEVILLE AREA HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. 0 0 5061757 52792 4048836 THE ORGANIZATION BUILDS, SELLS AND REPAIRS HOMES FOR FAMILIES IN NEED. CONSTRUCTION AND THE SALE OF 12 HOMES WERE COMPLETED DURING THE FISCAL YEAR ENDING JUNE 30, 2021. PERSONS SERVED TOTALED 18 ADULTS AND 21 CHILDREN. OF THESE HOMES, 8 WERE HEADED BY FEMALES AND 1 HOME WAS PURCHASED BY A CAUCASION MARRIED COUPLE. 0 HOMES (0%) OF THE FAMILIES WERE BELOW 25% OF THE AREA MEDIAN INCOME, 4 HOMES (33%) WERE BELOW 50% OF THE AREA MEDIAN INCOME AND 8 HOMES (67%) WERE BELOW 70% OF THE AREA MEDIAN INCOME. 7 FAMILIES HAD AFRICAN-AMERICAN MEMBERS, 1 HAD ASIAN-AMERICAN MEMBERS AND 1 HOME WAS HEADED BY A SINGLE PARENT. A NEW "AGING-IN-PLACE" HOME STYLE WITH ACCESSIBILITY FEATURES GEARED TOWARD AGING SENIORS WAS ADDED THIS YEAR TO ACCOMODATE THE NEED FOR OLDER ADULTS.THE ORGANIZATION ALSO PRESERVED EXISTING HOMES THROUGH THE REPAIR OF 48 HOMES. THIS INCLUDES THE HOMES OF 8 VETERANS, 42 ELDERLY AND 39 FAMILIES HEADED BY FEMALES. 10 HOUSEHOLDS WERE BELOW 25% OF THE AREA MEDIAN INCOME, 29 WERE BETWEEN 25%-50% OF THE AREA MEDIAN INCOME AND 9 HOUSEHOLDS WERE BETWEEN 50%-70% OF THE AREA MEDIAN INCOME. FOR THE FISCAL YEAR 408 VOLUNTEERS DONATED 23,953 HOURS OF TIME. THIS WAS A DROP DUE TO COVID-19. 5061757 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 39 0 1 68 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X X ROBERT L DALMAN 8282515702 33 MEADOW ROAD ASHEVILLE NC 28803 KEVIN CLICK PRESIDENT 1.00 X X 0 0 0 REBECCA LAWTON VICE PRESIDENT 1.00 X X 0 0 0 JOE WARD TREASURER 1.00 X X 0 0 0 KEVIN WATSON ASSISTANT TREASURER 1.00 X X 0 0 0 TRICIA FRANCK SECRETARY 1.00 X X 0 0 0 CASSIE DILLON IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 MYCHAL BAOCATE DIRECTOR 1.00 X 0 0 0 MELISSA BANKS DIRECTOR 1.00 X 0 0 0 REBECCA BROTHERS DIRECTOR 1.00 X 0 0 0 DAVID ENGLISH DIRECTOR 1.00 X 0 0 0 SPENCER HARDAWAY DIRECTOR 1.00 X 0 0 0 LESLIE HENNESSEE DIRECTOR 1.00 X 0 0 0 RHONDA MCKENNA DIRECTOR 1.00 X 0 0 0 STEVE MILLER DIRECTOR 1.00 X 0 0 0 KARL PAYTON DIRECTOR 1.00 X 0 0 0 BRAD OLSON DIRECTOR 1.00 X 0 0 0 BRAD RICE DIRECTOR 1.00 X 0 0 0 ELIZABETH SIMS DIRECTOR 1.00 X 0 0 0 WES WRIGHT DIRECTOR 1.00 X 0 0 0 L ANDREW BARNETT EXECUTIVE DIRECTOR 40.00 X 96716 0 13365 EDWARD MCGOWAN FINANCE DIRECTOR 40.00 X 93519 0 11283 190235 0 24648 0 0 0 0 SCG - WEAVERVILLE LLC SOUTH COAST GROUP 23B SHELTER COVE LANE STE 202 HILTON HEAD SC 29928 PROPERTY MANAGMENT 199165 BARNETT PLUMBING COMPANY 57 FENNER AVE ASHEVILLE NC 28804 PLUMBING CONTRACTOR 136915 2 776858 2247764 73138 3024622 SALE OF HOMES 236000 2020625 2020625 AMORTIZATION OF MORTGAGE DISCOUNT 522200 752642 752642 FORGIVEN MORTGAGES 522200 315264 315264 HOME REPAIR SALES 522200 53561 53561 PARTNER FAMILIES INCOME 522200 7962 7962 1360 1360 3151414 170240 170240 67946 13884 54062 54062 14540 39522 200000 166123 33877 33877 33877 3152797 2530152 622645 622645 REBATES 236000 70660 70660 70660 7127520 4048836 14540 39522 52792 52792 227030 118770 38685 69575 927683 474800 162788 290095 37247 22151 4823 10273 124537 77853 16237 30447 82393 41578 14805 26010 3554 3554 12340 4706 4507 3127 28642 24923 2196 1523 8887 2192 3953 2742 6776 6128 40 608 72050 38248 19065 14737 27216 14925 7102 5189 8698 8190 8 500 190199 190199 88180 61706 14647 11827 18863 31112 -15402 3153 HOME CONSTRUCTION 2422372 2422372 DISCOUNTS ON MORTGAGES 1196205 1196205 STAFF DEVELOPMENT 77067 68014 6378 2675 POSTAGE AND PRINTING 72264 51779 1017 19468 197098 149560 25349 22189 5882093 5061757 306198 514138 271307 262705 3111135 3668545 47431 113082 35550 8956767 9350881 2975501 3113836 54709 49196 11488624 3253686 8866445 8234938 641135 827575 811180 728166 25735610 26384474 446282 393723 268248 258956 11143548 10608836 11858078 11261515 X 11042217 12041625 2835315 3081334 13877532 15122959 25735610 26384474 1245427 0 X X 0 1 X 1 0 X 2556930 2050107 2022954 3189665 3024622 12844278 2556930 2050107 2022954 3189665 3024622 12844278 705669 12138609 58309 66484 101236 77867 170240 474136 110074 47990 44897 35875 70660 309496 13627910 2813310 0.89070 0.83300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: UTILITY REBATES - 2016 AMOUNT: $ 57,095. 2017 AMOUNT: $ 47,990. 2018 AMOUNT: $ 44,897. 2019 AMOUNT: $ 35,875. 2020 AMOUNT: $ 70,660. ALL OTHER INCOME - 2016 AMOUNT: $ 52,979. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 641135 45226 157378 16164 827575 611769 56765 -2026 25373 641135 554931 63086 16245 22493 611769 482340 59376 32736 19521 554931 394579 56348 47963 16550 482340 1.00000 1 0 2100000 1959733 4059733 3557766 1558221 1999545 2772420 1214257 1558163 1098705 481208 617497 8234938 X 9657672 2530152 2530152 7127520 0 7127520 8412245 2530152 2530152 5882093 0 5882093 PART IV, LINE 2B: THE ORGANIZATION HOLDS MORTGAGES RECEIVABLE ON THE HOUSES SOLD TO HOMEOWNER FAMILIES. MORTGAGES SERVICING IS PERFORMED BY AFFILIATE MORTGAGE SERVICES (AMS). ESCROWS FOR TAXES AND INSURANCE ARE ALSO COLLECTED BY AMS AND ARE HELD IN A NON-INTEREST-BEARING DEPOSIT ACCOUNT. TAXES AND INSURANCE FOR HOMEOWNERS ARE PAID AS THEY BECOME DUE. PART X, LINE 2: THE ORGANIZATION IS TAX-EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND, AS SUCH, IS NOT SUBJECT TO INCOME TAXES ON NET INCOME FROM EXEMPT PURPOSES. IT IS THE ORGANIZATION'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN, AND WHAT, IF ANY, EFFECT THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR TAX YEARS 2020 AND 2019. CURRENTLY, THE STATUTE OF LIMITATIONS REMAINS OPEN SUBSEQUENT TO AND INCLUDING TAX YEAR 2017; HOWEVER, NO EXAMINATIONS ARE IN PROCESS OR ANTICIPATED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RESTORE COSTS OF GOODS SOLD PART XII, LINE 2D - OTHER ADJUSTMENTS: RESTORE COSTS OF GOODS SOLD FORM 990, SCHEDULE D, PART V, LINE 4 THE ORGANIZATION PRESENTLY DESIGNATES INCOME FROM PERMANENTLY RESTRICTED REAL PROPERTY TO BE INVESTED WITH THE COMMUNITY FOUNDATION OF WNC. INCOME IS AVAILABLE TO BE USED FOR BUILDING HOUSES. IN THE FUTURE IT IS ANTICIPATED THAT THE REAL PROPERTY WILL BE SOLD. PROCEEDS FROM THE FUTURE SALE WILL ALSO BE PERMANENTLY RESTRICTED. INCOME FROM THE INVESTMENT OF THE PROCEEDS WILL BE USED TO BUILD HOMES. 1 HABITAT FOR HUMANITY INTERNATIONAL 322 WEST LAMAR STREET AMERICUS GA 317093543 911914868 501(C)(3) 52792 TO BUILD HOUSES 1 X 0 THRIFT STORE DONATIONS X 0 THRIFT STORE DONATIONS X 5 0 THRIFT STORE DONATIONS X 11 0 FMV X BUILDING COSTS 137 37687 FMV X PROFESSIONAL FEES 32 34856 FMV X OTHER COSTS 7 595 FMV 0 0 1 0 PART I, COLUMN (B): SCHEDULE M, PART I, LINES 4,5, & 6: DONATIONS IN THESE CATEGORIES ARE SOLD THROUGH THE ORGANIZATION'S THRIFT STORES. DONATIONS TO THE THRIFT STORES ARE NOT RECORDED ON THE BOOKS OF THE ORGANIZATION. GROSS SALES FOR THE YEAR WERE $3,176,156 WHICH APPROXIMATES THE VALUE OF THE DONATIONS. INCLUDED IN THE DONATIONS WERE 5 VEHICLES WITH A TOTAL SALES PRICE OF $26,695. FORMS 1098-C WERE ISSUED FOR ALL VEHICLES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, THE EXECUTIVE COMMITTEE, AND THE FINANCE COMMITTEE WHICH ARE STANDING COMMITTEES OF THE BOARD OF DIRECTORS. AFTER COMMITTEE REVIEW, A COPY OF THE RETURN IS SENT TO MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR WHEN THE FINANCIAL AUDIT IS CONDUCTED, THE FINANCE DIRECTOR INQUIRES OF ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHETHER ANY CONFLICTS OF INTEREST HAVE OCCURRED. ADDITIONALLY, VENDOR AND DONOR LISTS ARE REVIEWED TO ASCERTAIN WHETHER UNREPORTED CONFLICTS OF INTEREST MAY EXIST. POTENTIAL CONFLICTS ARE EXAMINED TO DETERMINE WHETHER THESE VIOLATE THE ORGANIZATION'S POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS A COMPENSATION PLAN WHICH ESTABLISHES PAY RANGES FOR VARIOUS CLASSES OF EMPLOYEES. ANNUALLY, COMPENSATION FOR ALL EMPLOYEES IS REVIEWD BY THE EXECUTIVE MANAGEMENT TEAM. RAISES ARE GENERALLY AWARDED BASED ON COST OF LIVING, BUT DEPARTMENT HEADS ARE ALLOWED TO SPREAD RAISES THROUGH THEIR DEPARTMENTS BASED ON MERIT, WITHIN STRICT LIMITS. THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS BENCHMARKED AGAINST HABITAT INTERNATIONAL COMPENSATION SURVEYS AND IS INCLUDED IN THE COMPENSATION PLAN AND THE ANNUAL REVIEW. ALL WAGE AND SALARY INCREASES ARE PRESENTED IN TOTAL TO THE BOARD OF DIRECTORS FOR APPROVAL ALONG WITH THE ANNUAL BUDGET. PERIODICALLY, THE COMPENSATION PLAN IS TESTED AGAINST INFORMATION FROM A REGIONAL SERVICE BUREAU TO ENSURE THAT WAGES AND SALARIES ARE REASONABLE TO THE WESTERN NORTH CAROLINA REGION. A REPORT OF THIS TEST IS REVIEWED BY THE HUMAN RESOURCES SUBCOMMITTEE OF THE BOARD OF DIRECTORS AND WAS LAST MADE DURING THE FISCAL YEAR ENDING JUNE 30, 2019. THE HUMAN RESOURCES COMMITTEE WILL BE EVALUATING THE COMPENSATION PALN PERIODICALLY TO ENSURE THE WAGES AND SALARIES ARE REASONABLE TO THE WESTERN NORTH CAROLINA REGION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE, UPON WRITTEN REQUEST, COPIES OF ITS GOVERNING DOCUMENTS AND POLICIES TO ANY PERSON WHO REQUESTS THEM. COPIES OF AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE KEPT IN THE OFFICE OF THE FINANCE DIRECTOR, AND ARE AVAILABLE FOR EXAMINATION BY ANY PERSON WHO WISHES TO DO SO. COPIES MAY BE OBTAINED THROUGH A WRITTEN REQUEST. IN ADDITION, THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AT WWW.ASHEVILLEHABITAT.ORG AND AT WWW.GUIDESTAR.ORG. THE ORGANIZATION WILL PROVIDE, UPON WRITTEN REQUEST, COPIES OF ITS GOVERNING DOCUMENTS AND POLICIES TO ANY PERSON WHO REQUESTS THEM. FORM 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.