2019-11-15T10:32:54-06:00 2019-06-30 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 59624 990 2018-07-01 810476317 HELENA AREA HABITAT FOR HUMANITY HELE 4064494663 PO BOX 459 HELENA MT 59624 JACOB KUNTZ EXECUTIVE DIRECTOR 4064494663 2019-11-13 1 SUZANNE M SEVERIN CPA P00254608 4064421040 2019-11-11 71.92.235.226 2019-11-13 16:36:32 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 76B6ED3D33C8F53F8C22F5CF2AA0BAC7AD711956 2018 2020-03-31 21:24:44Z JACOB KUNTZ PO BOX 459 HELENA MT 59624 1163946 0 X WWW.HELENAHABITAT.ORG X 1992 MT SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. 12 12 10 536 0 407 248506 818835 242557 345111 -98129 0 9996 -5060 402930 1158886 0 0 0 0 324383 462358 0 0 5775 247394 272339 571777 734697 -168847 424189 1080638 2002176 245802 743151 834836 1259025 X SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. 0 0 661776 345111 FROM JULY 1, 2018 TO JUNE 30, 2019 HABITAT WORKED TO BUILD SIX HOMES IN THE MOUNTAIN VIEW MEADOWS SUBDIVISION WITH OUR FIRST GROUP OF MUTUAL SELF-HELP FAMILIES. WHILE WORKING ON THESE HOMES, HABITAT RECRUITED SIX ADDITIONAL FAMILIES TO BREAK GROUND ON SIX ADDITIONAL HOMES IN SPRING 2019. BY THE END OF THE FISCAL YEAR, HABITAT HAD 12 NEW HOMES IN DIFFERENT PHASES OF CONSTRUCTION. IN ADDITION, HELENA HABITAT HAS WORKED OVER THE PAST FISCAL YEAR TO OPEN MARKETS FOR HOUSING IN RURAL AREAS THROUGHOUT THE STATE. HAHFH PLANS TO BREAK GROUND ON SIX HOMES IN RED LODGE IN THE SPRING OF 2020. HAHFH IS CURRENTLY IN DISCUSSION WITH TOWNSEND, WHITE SULPHUR SPRING, SEELEY LAKE, AND LINCOLN FOR ADDITIONAL HOME PROJECTS.LAND ACQUISITION CONTINUES TO PROGRESS, WITH HABITAT IN NEGOTIATIONS ON SEVERAL PARCELS THROUGHOUT THE AREA. THE REPAIR PROGRAM TOOK A BACK SEAT TO THE HOMEOWNERSHIP PROGRAM IN FY2019, BUT HABITAT WAS STILL ABLE TO COMPLETE 10 REPAIR PROJECTS AND RAMP INSTALLATIONS DURING THE YEAR. THE REPAIR PROGRAM WILL SEE GROWTH IN FY2020 WITH THE ADDITION OF A NEW CONSTRUCTION SUPERVISOR IN THE SPRING OF 2019. HABITAT'S FINANCIAL PROGRAMS, INCLUDING FINANCIAL COACHING AND REFERRALS, CONTINUES TO GROW. IN SEPTEMBER 2019 HABITAT IS LAUNCHING A FINANCIAL EDUCATION COURSE IN PARTNERSHIP WITH FAMILY PROMISE. 661776 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X JACOB KUNTZ EXECUTIVE DIRECTOR 4064494663 PO BOX 459 HELENA MT 59624 MIKE DASILVA DIRECTOR 1.00 X 0 0 0 KEVIN WALL DIRECTOR 1.00 X 0 0 0 CRYSTAL ECKERSON CHAIR 1.00 X X 0 0 0 REAGAN WORM DIRECTOR 1.00 X 0 0 0 ERIK SCHWEITZER VICE CHAIR 1.00 X X 0 0 0 SHAUNDA WILSON TREASURER 1.00 X X 0 0 0 SARAH MAZANEC SECRETARY 1.00 X X 0 0 0 CHRISTOPHER ABBOTT DIRECTOR 1.00 X 0 0 0 GREG WIRTH DIRECTOR 1.00 X 0 0 0 KACIE TOLLEFSON DIRECTOR 1.00 X 0 0 0 TRACY EGELINE DIRECTOR 1.00 X 0 0 0 GAIL WHITNEY DIRECTOR 1.00 X 0 0 0 JACOB KUNTZ EXECUTIVE DIRECTOR 40.00 X 66697 0 9928 66697 0 9928 0 0 0 0 0 48210 770625 36934 818835 RESTORE INCOME - GROSS 453310 287274 287274 RECAPTURE OF SECOND MO 900099 47210 47210 MORTGAGE DISCOUNT AMOR 900099 6036 6036 MISCELLANEOUS 900099 4591 4591 345111 0 48210 5060 -5060 -5060 1158886 345111 0 -5060 66697 39102 27595 316824 315731 1093 78837 73275 5562 8627 8561 66 24116 24116 12646 9944 999 1703 15481 11678 3803 63118 57610 5508 28968 26435 2533 33915 25219 8696 12739 11927 812 25246 21712 3534 14811 14811 OTHER EXPENSES 25100 21655 3445 CAMPAIGN 4072 4072 MANAGEMENT AND GENERAL: 3500 3500 734697 661776 67146 5775 49851 88035 45213 51694 14453 17270 161522 155399 30675 1176617 75255 476717 1101362 378095 512528 1080638 2002176 48555 86616 1042 6827 196205 623869 0 25839 245802 743151 X 783678 1193371 51158 65654 834836 1259025 1080638 2002176 424189 0 X X 0 1 X 1 0 X 95348 97657 94437 248506 818835 1354783 249479 296764 285580 242557 345111 1419491 344827 394421 380017 491063 1163946 2774274 76396 65500 29997 109739 323524 605156 21411 19248 40659 76396 65500 51408 128987 323524 645815 2128459 9996 9996 9996 9996 193906 193906 344827 588327 380017 501059 1163946 2978176 0.71470 0.89250 0.00340 0.00530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 37056 2150 1781 17 473 40497 25565 11080 1838 1035 392 37056 21606 3425 1911 100 988 289 25565 22292 200 358 972 272 21606 20408 3093 930 279 22292 1.00000 1 0 103713 103713 957657 38622 919035 115247 36633 78614 1101362 CONSTRUCTION IN PROGRESS 512528 512528 FUNDS HELD IN TRUST 25839 25839 1170255 6309 5060 11369 1158886 0 1158886 746066 6309 5060 11369 734697 0 734697 PART IV, LINE 2B: THE ORGANIZATION MAINTAINS AND ADMINISTERS ESCROW ACCOUNTS FOR PARTNER FAMILY HOMES ON WHICH IT HOLDS THE FIRST MORTGAGE. PARTNER FAMILIES MAKE MONTHLY PAYMENTS THAT ARE DEPOSITED INTO A DESIGNATED ESCROW ACCOUNT OWNED BY THE ORGANIZATION. PAYMENT FOR INSURANCE AND TAXES ARE THEN REMITTED FROM THIS ACCOUNT WHEN DUE FOR EACH PARTNER FAMILY. AMOUNTS IN ARREARS ARE TRACKED FOR FUTURE COLLECTION IN ACCORDANCE WITH THE ORGANIZATION'S COLLECTION POLICY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT COSTS 5,060. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT COSTS 5,060. TOGETHER WE BUILD LUNCHEON 48210 48210 2000 2795 265 48210 48210 2000 2795 265 5060 -5060 X BUILDING MATERIALS 19 36934 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, THE BOARD TREASURER, AND THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EXECUTIVE DIRECTOR ASKS BOARD MEMBERS TO DISCLOSE ANY CONFLICTS OF INTEREST AS THEY ARISE. EVERY YEAR BOARD MEMBERS SIGN A CONFLICT OF INTEREST QUESTIONAIRE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR INCLUDES COMPARABILITY DATA AND REVIEW BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 INFORMATION IS AVAILABLE UPON REQUEST AT THE HABITAT OFFICE IN HELENA, MONTANA. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS AVAILABLE UPON REQUEST AT THE HABITAT OFFICE IN HELENA, MONTANA. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE THE PROCESS FROM THE PRIOR YEAR.