2018-11-15T09:07:12-06:00 2017-12-31 743001153 PMB HELIN DONOVAN LLP 12301 Research Blvd Bldg 5 160 Austin TX 78759 990 2017-01-01 742373217 Austin Habitat for Humanity Inc AUST 5124728788 500 W Ben White Blvd Austin TX 78704 Phyllis Snodgrass CEO 5124728788 2018-11-15 1 Norman Trubee P00962119 5122589670 2018-11-15 64.134.11.213 2018-11-15 08:56:08 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 86DDA4CBC524EDB5EDF2E14CC3DB1269118CEBE7 2017 2019-02-21 02:37:17Z Phyllis Snodgrass 500 W Ben White Blvd Austin TX 78704 11336240 0 X www.AustinHabitat.org X 1985 TX Through faith in action, Austin Habitat for Humanity brings people together to build homes, communities and hope. 24 24 70 8215 1023649 -252142 5670893 5013678 1993000 1714500 1158492 -30701 1179030 1678484 10001415 8375961 0 0 0 0 2452130 3615884 46005 0 1002759 5382630 3609255 7880765 7225139 2120650 1150822 28088049 29011806 18272688 18087054 9815361 10924752 X Vision: A world where everyone has a decent, affordable place to live. Mission: Through faith in action, Austin Habitat for Humanity brings people together to build homes, communities and hope. 0 0 3939818 1714500 Home Construction - Home Construction Program for Austin Habitat for Humanity (AHFH) serves families earning 40% - 60% of median income. AHFH offers qualified families the opportunity to build and purchase a home at 0% interest for an average cost of $89,412. AHFH homes earn 3 stars under the Austin Green Building Program, lowering utility costs and improving the environment. Partner families donate 300 'sweat equity' hours toward the construction of other partner homes as well as their future home. Partner families also participate in 8 courses of homebuyer education and financial literacy education to prepare for the transition to homeownership. Counseling and other assistance is offered throughout their homeownership. The one-on-one housing counseling provided since 2004 has been key to sustaining the financial well-being of our partner families. AHFH homeownership and financial/credit counseling services are also provided for families who enter the program but aren't qualified at the time of application.Home Repair - AHFH offers a home repair program, providing an average of $15,000 in exterior and/or interior home repair for qualified non-habitat homeowners. As with the Home Construction Program, AHFH engages community volunteers to provide construction labor, thus reducing the cost of the repairs and maximizing the use of contributed or granted dollars. 1733193 Restore - AHFH has operated a Restore since 1991. Restore offers new and used home goods and building materials at a reduced rate for sale to the public. The recycling program has diverted 21,741,760 pounds from landfills since 1992. 5673011 1 1 0 0 0 0 0 0 1 0 1 0 1 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 39 0 70 1 1 1 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X Lori Steiner 5124728788 500 W Ben White Blvd Austin TX 78704 Eric Smith Chair 1.00 X X 0 0 0 Ken Corby Immediate Past Chair 1.00 X X 0 0 0 Mark Masten Chair-Elect 1.00 X X 0 0 0 Heather Ladage Secretary 1.00 X X 0 0 0 Gaylon Boyd Treasurer 1.00 X X 0 0 0 Michael Golden Legal Officer 1.00 X 0 0 0 Curtis Page Development Officer 1.00 X 0 0 0 Dilum Chandrasoma Executive Committee 1.00 X 0 0 0 John Doucet Executive Committee 1.00 X 0 0 0 Sherine Thomas Executive Committee 1.00 X 0 0 0 Estrella Posey Director 1.00 X 0 0 0 Quan Cosby Director 1.00 X 0 0 0 Chris Engen Director 1.00 X 0 0 0 Valerie Salinas-Davis Director 1.00 X 0 0 0 Chip Dart Director 1.00 X 0 0 0 Joe Tracy Director 1.00 X 0 0 0 Anand Srinivasan Director 1.00 X 0 0 0 Hugh Forrest Director 1.00 X 0 0 0 Jay Hartzell Director 1.00 X 0 0 0 Yvette Boatright Director 1.00 X 0 0 0 George Miller Director 1.00 X 0 0 0 David Osborn Director 1.00 X 0 0 0 Timothy Rosolio Director 1.00 X 0 0 0 Ross Sabolcik Director 1.00 X 0 0 0 Larry Smith Director 1.00 X 0 0 0 Dan Young Director 1.00 X 0 0 0 Everett Plante Emeritus 2.00 X 0 0 0 Dr George Gau Emeritus 1.00 X 0 0 0 Robbi Millest Emeritus 1.00 X 0 0 0 Jeff Serra Emeritus 1.00 X 0 0 0 Phyllis Snodgrass CEO 45.00 X 176885 0 11039 Lori Steiner CFO 45.00 X 111106 0 9066 William Stockton VP Retail 45.00 X 109356 0 8873 397347 0 28978 3 0 1 0 Jerry West Concrete PO Box 41 Lockhart TX 78644 Concrete 257631 Joe Bland Construction LP 13111 Dessau Rd Austin TX 78754 Construction 145627 Wheels on Texas Special Remodeling 3227 E 5th St Austin TX 78702 Remodeling 100620 3 55009 345529 4613140 2025750 5013678 Sales of homes 531390 1714500 1714500 1714500 9683 9683 31520 0 31520 31520 31520 34846 75230 -40384 -40384 -40384 142299 55009 78441 63858 63858 3765506 2806608 958898 958898 Other Income 900099 288869 288869 Management fee 900099 270588 270588 CCML Leverage II LLC 900099 39138 39138 25613 25613 624208 8375961 2273957 1023649 64677 287991 207682 35068 45241 2587449 1865910 315071 406468 524032 377900 63811 82321 216412 156063 26352 33997 40000 20841 10016 9143 51223 27436 11752 12035 323429 52536 270893 211188 172385 18141 20662 48544 29835 9821 8888 154235 141699 4199 8337 40797 31395 535 8867 22601 10186 5194 7221 269339 228032 23100 18207 53000 53000 251949 214558 20462 16929 111366 106720 450 4196 Cost of Homes Sold 1505405 1505405 Home Repair Program 368791 345990 22801 Dues and subscriptions 41015 26105 3172 11738 Other expenses 40993 23953 2225 14815 75380 75380 7225139 5673011 549369 1002759 512162 932675 170125 497535 57664 41332 9067862 9270664 529738 619453 288603 253190 14036811 943637 13057397 13093174 391791 400080 2429247 2429247 79821 61900 1503639 1412556 28088049 29011806 411004 674262 123275 1027101 10442628 9434390 7295781 6951301 18272688 18087054 X 9248535 9809386 566826 1115366 9815361 10924752 28088049 29011806 X 1150822 -945 -40485 X X 0 1 X 1 1 1 X 4402537 4593611 3772073 5670893 5013678 23452792 4402537 4593611 3772073 5670893 5013678 23452792 23452792 6645 9694 13136 37409 41203 108087 23560879 12419731 0.99540 0.99680 X 0 0 6590621 6590621 6763658 857141 5906517 414603 52542 362061 267929 33954 233975 13093174 Investment in Joint Ventures 2429247 C 2429247 Intercompany Payable 6661380 Capital Lease Liability 289921 6951301 X 6920251 -945 858894 78441 936390 5983861 2392100 2392100 8375961 5810860 858894 78441 937335 4873525 2351615 2351615 7225140 Part X, Line 2: AHFH is a non-profit organizations exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code, except with respect to any unrelated business income. The Organization is subject to federal income taxes on unrelated business income, which consists of ReStore sales of purchased materials. As of December 31, 2017 and 2016, the Organization has incurred cumulative net operating losses of approximately $1,929,000 and $1,943,000, respectively, for federal income tax purposes. These net operating losses may be used to offset future taxable unrelated business income. If not utilized, these losses will expire in the years 2027 through 2036. A full valuation allowance has been recorded as utilization is uncertain. The net change in the total valuation allowance for the years ended December 31, 2017 and 2016 was approximately $5,000 and $110,000, respectively. The Board assesses uncertainties in income taxes in its consolidated financial statements and uses a threshold of more-likelythan-not for recognition and derecognition of tax positions taken. AHFH files a Form 990 tax return in the U.S. federal jurisdiction and are subject to routine examinations of its returns. However, there are no examinations currently in progress. The Board's management believes it is no longer subject to income tax examinations for years prior to 2014. Part XI, Line 2d - Other Adjustments: Reclassed Fundraising Expenses Part XI, Line 4b - Other Adjustments: Book/Tax Difference in Flow-Through Investments Reclassed expense from the sale of homes Part XII, Line 2d - Other Adjustments: Reclassed Fundraising Expenses Part XII, Line 4b - Other Adjustments: Reclassed expense from the sale of homes Part IV, Line 1B: Homebuyer clients are required to participate in financial literacy courses to prepare for the transition to homeownership. Financial counseling is also offered throughout their homeownership. Financial and credit counseling are provided for other families who enter the Homebuyer Program. Austin Habitat for Humanity services the mortgages they hold for homes sold to homeowner/clients in the program through a contract with Amerinational. The homeowners remit their mortgage payment, including escrow for taxes and insurance, to Amerinational who retains the funds and remits the payments for taxes and interest on behalf of the homeowner. X X X X X X 1 Mission Advancement 2313 Shoal Creek Blvd Austin TX 78705 Developing content, graphics, mailing, advice 0 255539 19000 236539 Beyond Direct Marketing LLC 2928 4th St 37 Santa Monica CA 90405 Developing content, graphics, mailing, advice 0 110592 35437 75155 366131 54437 311694 Blue Prints and Blue Jeans 197308 55009 142299 78441 197308 55009 142299 78441 78441 63858 1 X X 0 0 0 0 0 0 0 0 0 Phyllis Snodgrass CEO 150635 0 26250 0 0 0 5310 0 5729 0 187924 0 0 0 X 1 15000 Appraisal X Inventory 17273 1910324 Estimated FMV X Bldg Material 81 100426 Estimated FMV 0 1 0 Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by the CEO, CFO, and Finance Committee and then provided to the entire board. Form 990, Part VI, Section B, line 12c New board members receive a copy of the policy in their initial package of governing documents at orientation. The board also reviews every covenant arrangement with Habitat for Humanity International before signing the covenants. Form 990, Part VI, Section B, line 15 Compensation of the CEO is determined by the Compensation Committee of the Board of Directors. They perform a 360 performance review and compare compensation against other for profit and not for profit business leaders. Compensation of the key employees is determined by the CEO, who compares compensation against other for profit and not for profit employees in similar roles. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part XI, line 9: Book/Tax Difference in Flow-Through Investments -40,485. Austin Neighborhood Alliance for Habitat 310 Comal Suite 100 Austin TX 78702 203364281 Low Income Housing TX 501(c)(3) 509(A)(3) Type I Austin Habitat for Humanity Inc 0 HomeBase Texas - FKA Austin People Trust 310 Comal Suite 100 Austin TX 78702 204467651 Low Income Housing TX 501(c)(3) 509(A)(3) Type I Austin Habitat for Humanity Inc 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 HomeBase Texas - FKA Austin People Trust Q 270588 Cost