HABITAT FOR HUMANITY INTERNATIONAL INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HABITAT FOR HUMANITY INTERNATIONAL INC (EIN 54-1574925)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-11
- IRS object ID
- 202211319349304016
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T14:20:52-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540618213 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANTZMON WIEBEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 EAST WATER STREET SUITE 300 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541574925 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER CHARLOTTESVILLE HABITAT FOR | BusinessNameLine1Txt |
| Business Name Line2 | HUMANITY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 4342939066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 967 2ND ST SE | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN ROSENSWEIG | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 4342939066 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAN | PersonFirstNm |
| Person Last | ROSENSWEIG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW J DEAN | PreparerPersonNm |
| PTIN | P00961509 | PTIN |
| Phone | 4342962156 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | DAN ROSENSWEIG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 967 2ND ST SE | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,747,223 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 8545 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CVILLEHABITAT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | BRING PEOPLE TOGETHER TO BUILD HOMES AND COMMUNITIES TO PROVIDE SAFE, DECENT, AFFORDABLE HOUSING | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 65 | TotalEmployeeCnt |
| Total Volunteers | 710 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,465,507 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,835,213 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,200,023 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,706,402 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,459 | PYInvestmentIncomeAmt |
| CY Investment Income | $61,061 | CYInvestmentIncomeAmt |
| PY Other Revenue | $737,599 | PYOtherRevenueAmt |
| CY Other Revenue | $595,765 | CYOtherRevenueAmt |
| PY Total Revenue | $12,417,588 | PYTotalRevenueAmt |
| CY Total Revenue | $8,198,441 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $40,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $40,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,816,332 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,906,578 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $341,161 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $336,364 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,892,648 | PYOtherExpensesAmt |
| CY Other Expenses | $5,407,993 | CYOtherExpensesAmt |
| PY Total Expenses | $7,090,141 | PYTotalExpensesAmt |
| CY Total Expenses | $8,354,571 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,327,447 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$156,130 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,719,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,158,834 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,844,242 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,464,357 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,874,923 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,694,477 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HABITAT FOR HUMANITY OF GREATER CHARLOTTESVILLE BRINGS PEOPLE TOGETHER TO BUILD AND REBUILD HOMES AND COMMUNITIES WHILE CATALYZING NEW PATHWAYS TO SAFE, DECENT, AFFORDABLE HOUSING.OUR VISION IS A GREATER CHARLOTTESVILLE COMMUNITY WHERE EVERYONE CAN FIND A DECENT PLACE TO LIVE.WE ARE AN AFFILIATE OF HABITAT FOR HUMANITY INTERNATIONAL, A GLOBAL NETWORK WORKING TO END GLOBAL HOUSING POVERTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,360,078 | ExpenseAmt |
| Grant | $40,000 | GrantAmt |
| Revenue | $2,348,769 | RevenueAmt |
| Desc | THE ORGANIZATION'S HOMEOWNERSHIP PROGRAM BUILDS HOMES IN PARTNERSHIP WITH LOW-INCOME FAMILIES AND COMMUNITY VOLUNTEERS. HOMES ARE SOLD TO RESIDENTS WITH INCOMES LESS THAN 60% OF AREA MEDIAN INCOME. PARTNER FAMILIES EARN SWEAT EQUITY IN ORDER TO PURCHASE HOMES AT NO PROFIT BY MEANS OF A ZERO INTEREST MORTGAGE INDEXED TO THEIR INCOME AND ABILITY TO PAY.THE ORGANIZATION'S STRATEGIC PLAN CONCENTRATES OUR ACTIVITIES INTO THREE AREAS: BUILDING, REBUILDING, AND HOUSING SYSTEM DEVELOPMENT. BUILDING: THROUGH PROJECT 20, THE ORGANIZATION'S PRIMARY GOAL IN THE FIRST REALM IS TO BUILD AND/OR RENOVATE AND SELL 20 HOMES EACH YEAR IN THE CHARLOTTESVILLE-ALBEMARLE COUNTY REGION. IN THIS REALM, MUCH OF THE FOCUS IS ON INCREASING THE CAPACITY OF LONG-TIME LOW-INCOME RESIDENTS TO STAND ON THEIR OWN. IN EXCHANGE FOR PARTNER FAMILIES' "SWEAT EQUITY," THE ORGANIZATION SELLS HOMES AT NO PROFIT AND ORIGINATES 0% LOANS SO THAT FAMILIES EARNING BETWEEN 25% AND 60% OF AREA MEDIAN INCOME CAN BECOME HOMEOWNERS. ADDITIONALLY, HABITAT DEVELOPS MIXED INCOME COMMUNITIES. TO DATE, HABITAT HAS BUILT OR BUILT IN NINE MIXED INCOME NEIGHBORHOODS. REBUILDING: THE ORGANIZATION IS FOCUSING ON THE HOLISTIC TRANSFORMATION OF THE SOUTHWOOD MOBILE HOME PARK INTO A SUSTAINABLE, 700-800 MIXED INCOME, MIXED USE COMMUNITY. IT IS ALSO STRATEGICALLY INVESTING AFFORDABLE HOMEOWNERSHIP IN OTHER KEY NEIGHBORHOODS IN THE REGION AND UTILIZING HOME REPAIR AS A FORCE MULTIPLIER FOR COMMUNITY IMPROVEMENT. HOUSING SYSTEM DEVELOPMENT: THE ORGANIZATION SEEKS TO CHANGE THE CONDITIONS THAT CONTRIBUTE TO HOUSING POVERTY BY WORKING STRATEGICALLY AND IN COALITIONS TO CATALYZE GREATER SECTOR COORDINATION, ADVOCACY, AND MARKETPLACE INNOVATION SO THAT EVERYONE HAS A PATHWAY TO SAFE, DECENT, AFFORDABLE HOUSING.THE ORGANIZATION IS COMMITTED TO ACHIEVING IMPACT AT SCALE. BY MAINTAINING AND LAUNCHING THE REDEVELOPMENT AND REVITALIZATION OF SOUTHWOOD MOBILE HOME PARK, A 120 ACRE, 341 PAD TRAILER PARK HOUSING APPROXIMATELY 1,500 LOW-INCOME RESIDENTS, THE ORGANIZATION WILL SECURE NON-DISPLACEMENT COST SAVINGS WORTH MORE THAN $21 MILLION. IN TOTAL, THE REDEVELOPMENT OF SOUTHWOOD IS ESTIMATED TO BRING $1.4 B IN LOCAL ECONOMIC IMPACT. IN ALL NEIGHBORHOOD REVITALIZATION EFFORTS, THE ORGANIZATION IS COMMITTED TO BOTH A NON-DISPLACEMENT MODEL AND AN ASSET-BASED COMMUNITY DEVELOPMENT APPROACH. IT HELPS FACILITATE LASTING CHANGE BY HELPING COMMUNITIES BUILD ON THEIR STRENGTHS, ENGAGING RESIDENTS AS PARTNERS AS THEY IMPROVE THEIR COMMUNITIES IN MULTIPLE SECTORS SUCH AS HOUSING, RECREATIONAL AMENITIES, SMALL BUSINESS INCUBATION, AND EDUCATIONAL OPPORTUNITIES, ETC. | Desc |
| Total Program Service Expenses | $7,360,078 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 65 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4342939066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 967 2ND ST SE | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROBERT WOOD | |||||||
| CHAIR | 7.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RAY MISHLER | |||||||
| VICE-CHAIR | 7.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LORI SCHWELLER | |||||||
| SECRETARY | 7.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHEN COLGATE | |||||||
| TREASURER | 7.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CASS BAILEY | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY CHARLES | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CONNOR CHILDRESS | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG GERNERT | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| YOLUNDA HARRELL | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CARTER HOERR | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM HUESTON | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED KARNAS | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK LUELLEN | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ELVA MASON | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE RASMUSSEN | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILU THOMAS | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDY TOBIN | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD TREMBLAY | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN ROSENSWEIG | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $149,744 | $0 | $4,465 | ||
| JOHN DESMOND | |||||||
| VP OPERATIONS/CFO | 40.00 | Yes (X) | $137,873 | $0 | $10,577 | ||
| RUTH STONE | |||||||
| CHIEF ADVANCEMENT OFFICER | 40.00 | $103,648 | $0 | $9,076 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $391,265 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $24,118 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DIGS INC | |||||
| PO BOX 31 | CHARLOTTESVILLE | VA | 22902 | SITE WORK | $282,686 |
| TIMMONS GROUP | |||||
| 1001 BOULDERS PKWY SUITE 300 | RICHMOND | VA | 23225 | ENGINEERING SERVICES | $250,060 |
| COMMUNITY COUNSELLING SERVICE CO LLC | |||||
| PO BOX 824885 | PHILADELPHIA | PA | 19182 | CONSULTANT FEES FOR CAPITAL CAMPAIGN | $132,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $518,692 | GovernmentGrantsAmt |
| All Other Contributions | $5,316,521 | AllOtherContributionsAmt |
| Noncash Contributions | $275,138 | NoncashContributionsAmt |
| Total Contributions | $5,835,213 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SALE OF HOMES | 230000 | $1,680,687 | $1,680,687 |
| MORTGAGE DISCOUNT AMORTIZATION | 525990 | $25,715 | $25,715 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,706,402 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,459 | TotalRevenueColumnAmt |
| Exclusion | $14,459 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,149,064 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,532,217 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$383,153 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$383,153 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$383,153 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $990,734 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $944,132 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $46,602 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,602 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,602 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,024,227 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $72,433 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $951,794 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $951,794 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $27,124 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,124 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $27,124 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,198,441 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,348,769 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,459 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,000 | TotalAmt |
| Program Services | $40,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,000 | TotalAmt |
| Program Services | $157,250 | ProgramServicesAmt |
| Management And General | $79,500 | ManagementAndGeneralAmt |
| Fundraising | $28,250 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,031,156 | TotalAmt |
| Program Services | $1,735,930 | ProgramServicesAmt |
| Management And General | $82,712 | ManagementAndGeneralAmt |
| Fundraising | $212,514 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,186 | TotalAmt |
| Program Services | $329,466 | ProgramServicesAmt |
| Management And General | $58,552 | ManagementAndGeneralAmt |
| Fundraising | $38,168 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,236 | TotalAmt |
| Program Services | $114,817 | ProgramServicesAmt |
| Management And General | $41,608 | ManagementAndGeneralAmt |
| Fundraising | $27,811 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,266 | TotalAmt |
| Program Services | $17,158 | ProgramServicesAmt |
| Management And General | $37,108 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,830 | TotalAmt |
| Management And General | $50,830 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,217 | TotalAmt |
| Program Services | $20,075 | ProgramServicesAmt |
| Management And General | $27,720 | ManagementAndGeneralAmt |
| Fundraising | $2,422 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,736 | TotalAmt |
| Program Services | $10,736 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,435 | TotalAmt |
| Program Services | $20,852 | ProgramServicesAmt |
| Management And General | $18,478 | ManagementAndGeneralAmt |
| Fundraising | $11,105 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,352 | TotalAmt |
| Program Services | $12,553 | ProgramServicesAmt |
| Management And General | $78,769 | ManagementAndGeneralAmt |
| Fundraising | $10,030 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,326 | TotalAmt |
| Program Services | $242,080 | ProgramServicesAmt |
| Management And General | $100,246 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,739 | TotalAmt |
| Management And General | $2,739 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,314 | TotalAmt |
| Program Services | $79,314 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,490 | TotalAmt |
| Program Services | $63,490 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,631 | TotalAmt |
| Program Services | $40,965 | ProgramServicesAmt |
| Management And General | $49,666 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| COST OF HOMES SOLD | $4,195,124 | $4,195,124 | |
| LAND ACQUISITION COSTS | $134,849 | $134,849 | |
| BANK FEES | $71,367 | $43,546 | $27,821 |
| CONSTRUCTION COSTS | $29,066 | $29,066 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,251 | TotalAmt |
| Program Services | $72,807 | ProgramServicesAmt |
| Management And General | $2,380 | ManagementAndGeneralAmt |
| Fundraising | $6,064 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,354,571 | TotalAmt |
| Program Services | $7,360,078 | ProgramServicesAmt |
| Management And General | $658,129 | ManagementAndGeneralAmt |
| Fundraising | $336,364 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,145,663 | BOYAmt |
| EOY | $1,924,955 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,782,677 | BOYAmt |
| EOY | $5,941,924 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,921,188 | BOYAmt |
| EOY | $3,295,843 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,855 | BOYAmt |
| EOY | $42,745 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,328 | BOYAmt |
| EOY | $40,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,082,362 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $608,394 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,412,998 | BOYAmt |
| EOY | $1,473,968 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,447,694 | BOYAmt |
| EOY | $1,447,694 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,920,762 | BOYAmt |
| EOY | $15,991,595 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,719,165 | BOYAmt |
| EOY | $30,158,834 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689,165 | BOYAmt |
| EOY | $1,844,221 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,565 | BOYAmt |
| EOY | $11,385 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,394,893 | BOYAmt |
| EOY | $9,322,348 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $717,717 | BOYAmt |
| EOY | $164,781 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,902 | BOYAmt |
| EOY | $2,121,622 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,844,242 | BOYAmt |
| EOY | $13,464,357 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,846,572 | BOYAmt |
| EOY | $10,301,316 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,028,351 | BOYAmt |
| EOY | $6,393,161 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,874,923 | BOYAmt |
| EOY | $16,694,477 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,719,165 | BOYAmt |
| EOY | $30,158,834 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$156,130 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $975,684 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,936,276 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,570,631 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,759,444 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,465,507 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,835,213 | CurrentTaxYearAmt |
| Total | $26,567,071 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,936,276 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,570,631 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,759,444 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,465,507 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,835,213 | CurrentTaxYearAmt |
| Total | $26,567,071 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,790,370 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,776,701 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $5 | CurrentTaxYearMinus1YearAmt |
| Total | $217 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,567,288 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $17,985,071 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77470 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $200,760 | OtherCostOrOtherBasisAmt |
| Book Value | $200,760 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,572,531 | OtherCostOrOtherBasisAmt |
| Depreciation | $456,185 | DepreciationAmt |
| Book Value | $1,116,346 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $88,245 | OtherCostOrOtherBasisAmt |
| Depreciation | $267 | DepreciationAmt |
| Book Value | $87,978 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $220,826 | OtherCostOrOtherBasisAmt |
| Depreciation | $151,942 | DepreciationAmt |
| Book Value | $68,884 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,473,968 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| HOMES UNDER CONSTRUCTION | $2,370,946 |
| LAND HELD FOR DEVELOPMENT | $13,478,457 |
| OTHER RECEIVABLE | $129,192 |
| DEPOSITS | $13,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,991,595 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS FROM PARTNER FAMILIES | $25,432 |
| RETAINAGE PAYABLE | $96,190 |
| DEPOSITS FROM BUILDERS | $1,000,000 |
| LINES OF CREDITS | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,121,622 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,270,874 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $72,433 | OtherRevenueAmt |
| Revenue Not Reported | $72,433 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,198,441 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,198,441 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,427,004 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $72,433 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $72,433 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,354,571 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,354,571 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHINICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE ORGANIZATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | STORE COST OF SALES NETTED ON 990 72,433. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | STORE COSTS OF SALES NETTED ON 990 72,433. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HABITAT FOR HUMANITY INTERNATIONAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 HABITAT STREET | AddressLine1Txt |
| City | AMERICUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 911914868 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $40,000 | CashGrantAmt |
| Purpose Of Grant | ANNUAL TITHE | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAKES AN ANNUAL TITHE TO HABITAT FOR HUMANITY INTERNATIONAL (HFHI). BECAUSE THE FUNDS ARE UNRESTRICTED TO HFHI, THE ORGANIZATION DOES NOT REQUIRE DOCUMENTATION OF USE OF THE FUNDS BY HFHI. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| LORI SCHWELLER | |||
| BOARD SECRETARY | $70,000 | LEGAL SERVICES | 0 |
| CONNOR CHILDRESS | |||
| DIRECTOR | $50,000 | LEGAL SERVICES | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAID BOARD MEMBERS FOR LEGAL SERVICES RELATED TO CLOSING ON THE SALES OF PARTNER FAMILY HOMES AND OTHER REAL ESTATE MATTERS. THIS ARRANGEMENT WAS DISCLOSED TO THE ORGANIZATION'S EXECUTIVE COMMITTEE AND FOLLOWS THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $275,138 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS ABOVE REPRESENTS THE TOTAL OF INDIVIDUAL GIFT TRANSACTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S FORM 990 WAS REVIEWED BY THE CEO, CFO, AND COMPLIANCE OFFICER PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD MEMBERS REVIEW AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. IN ADDITION, DISCLOSURE OF CONFLICTS OF INTEREST ARE INCLUDED AT THE BEGINNING OF EVERY BOARD MEETING. THE TREASURER REVIEWS ALL TRANSACTIONS WITH RELATED PARTIES TO ENSURE COMPLIANCE. STAFF MEMBERS ARE REQUIRED TO REVIEW AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S BOARD USES COMPARABLE SALARY RATES FOR SIMILAR NON-PROFITS TO DETERMINE COMPENSATION FOR TOP MANAGEMENT. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S 1023 AND FORM 990 ARE STORED AT THE ORGANIZATION'S OFFICE AND ARE AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO FILED ANNUALLY WITH THE VIRGINIA DEPARTMENT OF AGRICULTURE, OFFICE OF CONSUMER AFFAIRS, AND IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS CAN BE DISTRIBUTED TO THE PUBLIC UPON REQUEST. IN ADDITION, THE GOVERNING DOCUMENTS ARE FILED ANNUALLY WITH THE VIRGINIA DEPARTMENT OF AGRICULTURE, OFFICE OF CONSUMER AFFAIRS, AND ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S PROCESS FOR SELECTION AND RETENTION OF INDEPENDENT AUDITORS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| PART XI, LINE 8 PRIOR PERIOD ADJUSTMENTS | EFFECTIVE FOR THE FISCAL YEAR ENDED JUNE 30, 2021, THE ORGANIZATION VOLUNTARILY CHANGED THE METHOD OF CALCULATING THE DISCOUNT ON MORTGAGES RECEIVABLE HELD FOR SALE. PREVIOUSLY, MORTGAGES RECEIVABLE HELD FOR SALE WERE DISCOUNTED AT THE PREVAILING INTEREST RATE AT THE INCEPTION OF THE LOAN FOR THE TIME VALUE OF MONEY. LOANS TYPICALLY HAVE A TERM OF 30 YEARS. THE ORGANIZATION HAS ADOPTED A POLICY WHEREBY ALL MORTGAGES RECEIVABLE ARE SOLD WHEN PRACTICAL AFTER INCEPTION. THE TIMING OF THE SALE OF MORTGAGES IS BASED ON THE ORGANIZATION'S CASH NEEDS AND FAVORABILITY OF INTEREST RATES. MORTGAGES RECEIVABLE HELD FOR SALE ARE NOW RECORDED AT NET REALIZABLE VALUE, WHICH IS CALCULATED BY DISCOUNTING THE MORTGAGES BY 30% OF THE FACE VALUE OF THE LOAN. BY DISCOUNTING THE MORTGAGES BY 30% OF THE FACE VALUE, THE ORGANIZATION MORE ACCURATELY REPRESENTS THE DOLLAR AMOUNT OF CASH THE ORGANIZATION WILL RECEIVE IN PAYMENT FOR THE SALE OF THE LOAN. THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS AS OF JUNE 30, 2020 CONTAINED AN ERROR. PARCELS OF LAND WERE SOLD AS PART OF SALES TO PARTNER FAMILIES BUT THE COST OF THE LAND WAS NOT REMOVED FROM THE ACCOUNTING RECORDS. AS A RESULT, LAND HELD FOR DEVELOPMENT AS LOTS FOR HOMEBUILDING AS OF JUNE 30, 2020 WAS OVERSTATED BY $173,691. BEGINNING-OF-YEAR NET ASSETS WITHOUT DONOR RESTRICTIONS HAVE BEEN REDUCED BY $173,691 TO CORRECT THE EFFECT OF THE ERROR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt |
|---|---|---|---|---|---|---|---|---|
| SUNRISE PARK LLC | ||||||||
| 919 WEST MAIN STREET | CHARLOTTESVILLE | VA | 22903 | 541574925 | CONSTRUCTION OF OPERATIONS OF SUNRISE PARK DEVELOPMENT | VA | $14,365 | $837,053 |
| SOUTHWOOD CHARLOTTESVILLE LLC | ||||||||
| 919 WEST MAIN STREET | CHARLOTTESVILLE | VA | 22903 | 541574925 | OPERATE SOUTHWOOD TRAILER PARK UNTIL FUTURE REDEVELOPMENT | VA | $1,119,682 | $11,079,470 |
| BELMONT COTTAGES LLC | ||||||||
| 919 WEST MAIN STREET | CHARLOTTESVILLE | VA | 22903 | 541574925 | CONSTRUCTION OF BELMONT COTTAGES DEVELOPMENT | VA | ||
| CREATIVE HOUSING OF GREATER CHARLOTTESVILLE INC | ||||||||
| 919 WEST MAIN STREET | CHARLOTTESVILLE | VA | 22903 | 541574925 | SUPPORT HABITAT FOR HUMANITY OF GREATER CHARLOTTESVILLE | VA | ||
| HABITAT 991 FIFTH STREET | ||||||||
| 919 WEST MAIN STREET | CHARLOTTESVILLE | VA | 22903 | 541574925 | CONSTRUCTION OF FIFTH STREET DEVELOPMENT | VA | ||
Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HFHI NMTC LEVERAGE LENDER 2013-1 LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 PEACHTREE STREET NW SUITE 1300 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383945196 | EIN |
| Primary Activities | NEW MARKETS TAX CREDITS FACILIATION | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Predominate Income | RELATED | PredominateIncomeDesc |
| All Partners C3 S | Yes (1) | AllPartnersC3SInd |
| Share Of Total Income | $14,454 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,447,694 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.09370 | OwnershipPct |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 990 SCHEDULE R, PART VI | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PARTICIPATES IN THE NEW MARKETS TAX CREDIT (NMTC) PROGRAM. NMTC PROGRAMS WERE ESTABLISHED AS PART OF THE COMMUNITY RENEWAL TAX RELIEF ACT OF 2000. THE GOAL OF NMTC PROGRAMS IS TO SPUR REVITALIZATION EFFORTS IN LOW-INCOME AND IMPOVERISHED COMMUNITIES ACROSS THE UNITED STATES AND ITS TERRITORIES BY PROVIDING TAX CREDIT INCENTIVES TO INVESTORS IN CERTIFIED COMMUNITY DEVELOPMENT ENTITIES. THE TAX CREDIT FOR INVESTORS EQUALS 39% OF THE INVESTMENT, AND INVESTORS RECEIVED THE TAX CREDIT OVER A SEVEN YEAR PERIOD. A COMMUNITY DEVELOPMENT ENTITY (CDE) IS REQUIRED TO PARTICIPATE AND HAS THE PRIMARY MISSION OF PROVIDING FINANCING FOR REVITALIZATION PROJECTS IN LOW-INCOME COMMUNITIES. NMTC FINANCING ALLOWS ORGANIZATIONS SUCH AS HABITAT FOR HUMANITY AFFILIATES TO RECEIVE LOW-INTEREST LOANS OR INVESTMENT CAPITAL FROM CDES, PRIMARILY FINANCIAL INSTITUTIONS, WHICH ALLOW THEIR INVESTORS TO RECEIVE TAX CREDITS. AS A RESULT OF PARTICIPATION IN THE NMTC PROGRAM, THE ORGANIZATION RECEIVED A LOW-INTEREST LOAN. THE LOAN IS GUARANTEED BY HABITAT FOR HUMANITY INTERNATIONAL. THE LENDER PROVIDES ADMINISTRATIVE SUPPORT FOR THE NMTC PROGRAM ON BEHALF OF THE HABITAT AFFILIATES PARTICIPATING IN THE NMTC PROGRAM. IN CONNECTION WITH THE NMTC PROGRAM, THE ORGANIZATION AND EIGHT OTHER HABITAT AFFILIATES FORMED HFHI NMTC LEVERAGE LENDER 2013-1, LLC. HFHI NMTC LEVERAGE LENDER 2013-1, LLC IS A JOINT VENTURE THAT ALLOWS PARTICIPATING HABITAT AFFILIATES TO TAKE ADVANTAGE OF NMTC FINANCING. THE ORGANIZATION OWNS 9.37% OF HFHI NMTC LEVERAGE LENDER 2013-1, LLC, WHICH IT ACCOUNTS FOR USING THE EQUITY METHOD IN ORDER TO PRACTICE CONSISTENT REPORTING FOR THE INVESTMENTS. | ExplanationTxt |