2021-09-29T15:47:36-05:00 2020-12-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2020-01-01 752239189 FORT WORTH AREA HABITAT FOR HUMANITY FORT 8179269219 9333 N NORMANDALE STREET FORT WORTH TX 76116 DAPHNE ALEXANDER CHIEF FINANCIAL OFFICER 8179269219 2021-08-26 1 DAPHNE ALEXANDER 999009999 EMILY LANDRY P01614538 8172599100 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TRINITY HABITAT FOR HUMANITY DAPHNE ALEXANDER 9333 N NORMANDALE STREET FORT WORTH TX 76116 16417659 0 8545 X WWW.TRINITYHABITAT.ORG X 1988 TX SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. 21 21 61 5000 703547 6591 5679025 4406108 9641352 8977973 25128 -38043 2254324 2249995 17599829 15596033 0 0 0 0 3005897 3197051 0 0 845879 12304539 9453065 15310436 12650116 2289393 2945917 20511496 23394027 883710 814599 19627786 22579428 X SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE TO REALIZE OUR VISION OF A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE. TRINITY HABITAT ADHERES TO A STRICT NON-PROSELYTIZING POLICY AND WILL NOT OFFER ASSISTANCE ON THE EXPRESSED OR IMPLIED CONDITION THAT PEOPLE MUST ADHERE TO OR CONVERT TO A PARTICULAR FAITH OR LISTEN AND RESPOND TO MESSAGING DESIGNED TO INDUCE CONVERSION TO A PARTICULAR FAITH. 0 1 9111731 7833390 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 THE LABOR OF VOLUNTEERS AND PROSPECTIVE HOMEOWNERS, EMPLOYING EFFICIENT BUILDING METHODS, KEEPING HOUSE SIZES MODEST, AND USING DONATED CONSTRUCTION MATERIALS AND APPLIANCES, 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 2020, TRINITY HABITAT BUILT 40 NEW HOMES WITH 3,181 VOLUNTEERS CONTRIBUTING 23,062 HOURS. 1392564 1544911 TO ASSIST HABITAT IN FULFILLING ITS MISSION OF BRINGING PEOPLE TOGETHER BUILDING HOMES, COMMUNITIES AND HOPE, IT OPERATES FOUR RESTORES (THRIFT STORES) THAT SELL DONATED CONSTRUCTION MATERIALS AND MERCHANDISE AS PART OF ITS PROGRAM SERVICES. THESE STORES ARE MANNED BOTH BY EMPLOYEES AND VOLUNTEERS AND ASSIST PEOPLE WHO WISH TO MAKE DONATIONS OF HOUSEHOLD ITEMS. THE PROCEEDS OF THE SALES OF MERCHANDISE ARE UTILIZED IN THE ACQUISITION OF LAND AND CONSTRUCTION OF HOUSING TO FULFILL OUR OVERALL MISSION. 697395 1106540 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. VOLUNTEER TEAMS WORK ALONG WITH SUBCONTRACTORS UNDER THE DIRECTION OF TRINITY HABITAT STAFF MEMBERS TO COMPLETE THE REPAIRS. DURING 2020, TRINITY HABITAT COMPLETED 108 PAHS WITH 1,485 VOLUNTEERS CONTRIBUTING 7,493 HOURS. 11201690 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 26 0 1 61 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X DAPHNE ALEXANDER 8179269219 9333 N NORMANDALE STREET FORT WORTH TX 76116 JASON ELLIS PRESIDENT 1.00 X X 0 0 0 HUNTER PARRISH PRESIDENT-ELECT 1.00 X X 0 0 0 MARK PHILLIPS TREASURER 1.00 X X 0 0 0 BRAD MAHON SECRETARY 1.00 X X 0 0 0 ALICIA TAYLOR DIRECTOR 1.00 X 0 0 0 CHUCK MILLIKEN DIRECTOR 1.00 X 0 0 0 DARA AUSTIN DIRECTOR 1.00 X 0 0 0 DR JARED COBB DIRECTOR 1.00 X 0 0 0 GREER CHRISTIAN DIRECTOR 1.00 X 0 0 0 HOPE TINSLEY DIRECTOR 1.00 X 0 0 0 JAMIE GRIFFETH DIRECTOR 1.00 X 0 0 0 KATHY BEDWARD DIRECTOR 1.00 X 0 0 0 KELEE LUSK DIRECTOR 1.00 X 0 0 0 LINDA TINGLE DIRECTOR 1.00 X 0 0 0 RICK WEISBARTH DIRECTOR 1.00 X 0 0 0 ROBYN MICHALOVE DIRECTOR 1.00 X 0 0 0 STEPHANIE SMITH HARRISON DIRECTOR 1.00 X 0 0 0 TJ HUTCHINGS DIRECTOR 1.00 X 0 0 0 TROY CHAPMAN DIRECTOR 1.00 X 0 0 0 WALT JENNINGS DIRECTOR 1.00 X 0 0 0 WENDY PETERSEN DIRECTOR 1.00 X 0 0 0 DAPHNE ALEXANDER CHIEF FINANCIAL OFFICER 40.00 X 129739 0 7784 GAGE YAGER CHIEF EXECUTIVE OFFICER 40.00 X 121999 0 11973 MICHELLE KENNEDY SENIOR DIRECTOR OF OPERATIONS 40.00 X 100099 0 9771 351837 0 29528 3 0 0 0 IRON GRAFT CONCRETE 123 COWAN CROSSING ALVORD TX 76225 CONCRETE SERVICES 887285 JUAN AVILA 3229 GRAYSTON STREET FORT WORTH TX 76119 FRAMING 220090 JAVIER FOAM INSULATION 219 EAST BLUFF ROAD SEAGOVILLE TX 75159 FOAM INSULATION 148471 ALEX'S PAINT CONTRACTING 1550 WHITLEY ROAD KELLER TX 76248 PAINTING 120750 4 1356766 3049342 431981 4406108 HOMEOWNERSHIP TRANSFER 900099 7771317 7771317 LOAN DISCOUNT AMORTIZATION - INTE 900099 1106540 1106540 OTHER REVENUES 900099 100116 100116 8977973 1537 1537 40244 78287 -38043 -38043 -38043 2991797 743339 2248458 1544911 703547 15596033 10484841 703547 1537 X 381365 305092 38137 38136 2341559 1639881 160281 541397 84722 67778 8472 8472 208540 166832 20854 20854 180865 144692 18087 18086 56418 1286 55132 57281 20322 36959 149730 55891 20053 73786 69995 27768 10757 31470 180291 150302 17459 12530 124081 117172 5175 1734 3469 2254 890 325 10368 10368 183958 114455 69503 118013 66855 25579 25579 COST OF HOME SALES/CONS 6920198 6920198 DISCOUNT ON MORTGAGES O 1075211 1075211 DUES, FEES AND SUBSCRIP 173656 118298 47105 8253 COST OF REPAIRS/CONSTRU 83452 69084 8837 5531 246944 138319 85858 22767 12650116 11201690 602547 845879 1566616 4772599 808442 477677 343487 493275 8165097 8750668 5423906 4287021 10118 38520 6212334 1638067 4193830 4574267 20511496 23394027 321630 278174 125008 133560 437072 402865 883710 814599 X 18437433 21807538 1190353 771890 19627786 22579428 20511496 23394027 2945917 5725 0 X X 0 1 X 1 1 1 X 4902942 5419152 5695721 5703949 4406108 26127872 4902942 5419152 5695721 5703949 4406108 26127872 273036 25854836 2503 25379 7480 1103094 1108077 2246533 1888 1888 1258498 1256112 1170696 254027 3939333 32315626 0.80010 0.77710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1601213 1601213 4091999 1327034 2764965 499120 299088 200032 20002 11945 8057 4574267 X 16345097 5725 5725 16339372 -743339 -743339 15596033 13393455 743339 743339 12650116 0 12650116 PART X, LINE 2: HABITAT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"), AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO HABITAT'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. A PORTION OF HABITAT'S RESTORE SALES IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. THERE WAS NO INCOME TAX EXPENSE FOR 2019. TAX POSITIONS ARE EVALUATED IN A TWO-STEP PROCESS. HABITAT FIRST DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION. IF A TAX POSITION MEETS THE MORE LIKELY THAN NOT THRESHOLD, IT IS THEN MEASURED TO DETERMINE THE AMOUNT OF EXPENSE TO RECORD IN THE FINANCIAL STATEMENTS. THE TAX POSITION IS MEASURED AS THE LARGEST AMOUNT OF EXPENSE THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. HABITAT CLASSIFIES ANY POTENTIAL ACCRUED INTEREST RECOGNIZED ON AN UNDERPAYMENT OF INCOME TAXES AND ANY STATUTORY PENALTIES RECOGNIZED ON A TAX POSITION TAKEN AS OTHER NON-INTEREST EXPENSE. HABITAT DID NOT INCUR ANY PENALTIES OR INTEREST DURING THE YEAR ENDED DECEMBER 31, 2019. MANAGEMENT HAS NOT TAKEN A POSITION THAT, IF CHALLENGED, WOULD BE EXPECTED TO HAVE A MATERIAL EFFECT ON THE CONSOLIDATED FINANCIAL STATEMENTS AT DECEMBER 31, 2020 AND 2019. HABITAT FILES FORM 990 IN THE FEDERAL JURISDICTION WITHIN THE UNITED STATES. NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY ANY TAX AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -743,339. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 743,339. X CONSTRUCTION MATERIAL 2498 428454 FAIR MARKET VALUE X ADVERTISING 2 5725 FAIR MARKET VALUE X MISCELLANEOUS 15 3527 FAIR MARKET VALUE 0 1 0 PART I, LINE 32B: THE ORGANIZATION HAS RETAIL OUTLETS WHERE IT ACCEPTS USED BUT SERVICEABLE HOUSEHOLD GOODS, APPLIANCES, AND CONSTRUCTION MATERIALS FOR RESALE. THESE DONATED GOODS MAKE UP THE MAJORITY OF THE SALES FROM THEIR RESTORES. THE FAIR VALUE IS ESTIMATED AT THE TIME OF DONATION AS THE MERCHANDISE IS PLACED IN INVENTORY FOR SALE, BUT THE ACTUAL FAIR VALUE FOR COST OF GOODS SOLD PURPOSES IS DETERMINED AT THE TIME OF THE SALE. THE NUMBER OF DONATIONS IS AN ESTIMATE. IN ADDITION, THE ORGANIZATION ACCEPTS DONATED CONSTRUCTION MATERIAL IN THE HOME CONSTRUCTION PROGRAM SERVICE. FORM 990, PART III, LINE 3 DUE TO COVID-19, THE ORGANIZATION MADE THE FOLLOWING CHANGES: (1) HIRING SUBCONTRACTORS TO PERFORM THE WORK VOLUNTEERS NORMALLY WOULD DO, (2) PULLING BACK ON BUYING REAL ESTATE AND PURCHASING CAPITAL ASSETS, AND (3) BUILDING 17 LESS HOUSES THAN OUR ORIGINAL 2020 PROJECTION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS MADE AVAILABLE FOR REVIEW AT THE DIRECTORS' MEETING PRECEEDING THE ACTUAL FILING OF THE RETURN. ANY QUESTIONS OR STATEMENTS ARE CORRECTED OR AMENDED AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE TO BE BROUGHT BEFORE THE BOARD AND DECIDED ON A CASE BY CASE BASIS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED THROUGH SURVEYS AND OTHER TAX EXEMPT ORGANIZATIONS' TAX RETURNS IN THE SAME TYPE SERVICE AREA. FORM 990, PART VI, SECTION C, LINE 19 THE CORE VALUES OF THE FORT WORTH AREA HABITAT FOR HUMANITY AS WELL AS THE OVERALL MISSION STATEMENT AND STRATEGIC PLAN ARE LISTED ON THE WEBSITE AT WWW.TRINITYHABITAT.ORG. INTERNAL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 25 TRINITY HABITAT IS COMMITTED TO EFFICIENCY AND TRANSPARENCY. WE COMMUNICATE WITH OUR SUPPORTERS, DONORS, AND PROSPECTIVE DONORS BY EMAIL, POSTAL MAIL, PHONE AND OTHER MEANS, BOTH TO REQUEST CONTRIBUTIONS TO OUR CAUSE AND TO EDUCATE THE PUBLIC ABOUT TRINITY HABITAT'S YEAR-ROUND PROGRAMS, VOLUNTEER OPPORTUNITIES AND OTHER EVENTS IN LOCAL COMMUNITIES AND AROUND THE WORLD. THESE EFFORTS HELP ADVANCE OUR MISSION TO PUT GOD'S LOVE INTO ACTION BY BRINGING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. AS A RESULT, IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD GUIDELINES AND INTERNAL REVENUE SERVICE GUIDANCE, TRINITY HABITAT ALLOCATES A PORTION OF OUR FUNDRAISING COSTS TO PROGRAM SERVICES. AS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL TAXATION, WE ENSURE OUR DONORS' MONEY IS SPENT AS EFFICIENTLY AND EFFECTIVELY AS POSSIBLE. ADDITIONALLY, WE HAVE CERTAIN EXPENSES THAT CANNOT BE BILLED SEPARATELY FOR EACH FUNCTIONAL AREA. OFFICE SUPPLIES, UTILITIES, INFORMATION TECHNOLOGY, AND OTHER COSTS ARE GROUPED TOGETHER. WE ALLOCATE THESE COSTS IN COMPLIANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, OR GAAP, ACROSS THE PROGRAM (INCLUDING HABITAT RESTORES), MANAGEMENT AND GENERAL, AND FUNDRAISING CATEGORIES. FINALLY, SOME STAFF MEMBERS HAVE RESPONSIBILITIES THAT CROSS OVER FUNCTIONAL AREAS. TO CALCULATE THE TIME ALLOCATION, TRINITY HABITAT DIVIDES THE NUMBER OF HOURS SPENT ON A PROJECT OUTSIDE OF A STAFF MEMBER'S DESIGNATED EXPENSE CATEGORY BY THE TOTAL HOURS WORKED DURING THAT PERIOD AND ALLOCATES THAT PERCENTAGE OF COSTS TO THE APPROPRIATE EXPENSE CATEGORY. FORM 990, PART XII, LINE 2C THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT HAS NOT CHANGED ITS OVERSIGHT PROCESS DURING THE TAX YEAR. HABITAT NEIGHBORHOOD PARTNERS 9333 N NORMANDALE STREET FORT WORTH TX 76116 030531535 LAND ACQUISITION TX 501(C)(3) LINE 7 0 HABITAT FOR HUMANITY INTERNATIONAL 285 PEACHTREE CENTER AVENUE NE SUIT ATLANTA GA 30303 911914868 HOME BUILDING GA 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HABITAT FOR HUMANITY INTERNATIONAL B 363530 CASH