2017-03-27T13:24:26-05:00 2016-06-30 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2015-07-01 930801200 HABITAT FOR HUMANITY PORTLAND METRO EAST HABI 5032879529 PO BOX 11527 PORTLAND OR 972110527 STEVE MESSINETTI EXECUTIVE DIRECTOR 5032879529 2017-02-21 1 ROBERT M PRILL P00236613 5032205900 2015 2021-01-29 14:40:06Z STEVE MESSINETTI PO BOX 11527 PORTLAND OR 972110527 18098311 0 8545 X WWW.HABITATPORTLANDMETRO.ORG X 1981 OR TO CREATE SUCCESSFUL HOMEOWNERSHIP BY PARTNERING HARDWORKING FAMILIES IN NEED WITH THE COMMUNITY TO BUILD HEALTHY, AFFORDABLE HOMES. 18 18 87 3989 0 0 5621636 7726728 3867515 5017886 0 529845 -1686292 -2757230 7802859 10517229 0 0 0 0 1638030 1851861 0 0 750109 4963891 9219220 6601921 11071081 1200938 -553852 21809145 23722487 11132346 13599540 10676799 10122947 HABITAT FOR HUMANITY PORTLAND METRO EAST CREATES SUCCESSFUL HOMEOWNERSHIP BY PARTNERING HARDWORKING FAMILIES IN NEED WITH THE COMMUNITY TO BUILD HEALTHY, AFFORDABLE HOMES. 0 0 9735739 5068930 CONSTRUCTING HOMES TO PROVIDE AFFORDABLE HOUSING TO LOW-INCOME APPLICANTS. 9735739 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 61 0 1 87 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X TIM KOSKI 5032879529 1478 NE KILLINGSWORTH PORTLAND OR 97211 PAUL GEORGE PAST CHAIR 1.00 X X 0 0 0 JON BOWDOIN TREASURER 1.00 X X 0 0 0 DICK FIRSICH BOARD MEMBER 1.00 X 0 0 0 JULIE FRANTZ SECRETARY 1.00 X X 0 0 0 LISA HEATHMAN BOARD MEMBER 1.00 X 0 0 0 MICHELLE DA ROSA BOARD MEMBER 1.00 X 0 0 0 NOMA HANLON BOARD MEMBER 1.00 X 0 0 0 DAWN HOLDEN CHAIR 1.00 X X 0 0 0 MARK NEW VICE CHAIR 1.00 X X 0 0 0 JULIE EARNEST BOARD MEMBER 1.00 X 0 0 0 LAUREN NOECKER ROBERT BOARD MEMBER 1.00 X 0 0 0 MELODY ROSE BOARD MEMBER 1.00 X 0 0 0 MARK WALLER PAST CHAIR 1.00 X X 0 0 0 JON BENNETT BOARD MEMBER 1.00 X 0 0 0 FRIEDRICH BAUMANN BOARD MEMBER 1.00 X 0 0 0 IAN GORDON BOARD MEMBER 1.00 X 0 0 0 TRACI RIECKMANN BOARD MEMBER 1.00 X 0 0 0 RICK ZINDA BOARD MEMBER 1.00 X 0 0 0 STEVE MESSINETTI PRESIDENT & CEO 40.00 X 112000 0 13397 TIM KOSKI VP OF FINANCE AND ADMINISTRATION 40.00 X 84864 0 11188 196864 0 24585 1 0 0 0 0 285882 660673 6780173 4993042 7726728 SALES OF HOMES 236000 4218053 4218053 AMORTIZATION OF DISCOU 531390 771741 771741 INTEREST SUBSIDIES REC 531390 28092 28092 5017886 7000 0 7000 7000 7000 1522274 992429 529845 529845 529845 129050 285882 132049 -2999 -2999 3590568 6456604 -2866036 -2866036 DISTRIBUTIONS FROM PAR 900099 53761 53761 MISCELLANEOUS REVENUE 900099 51044 51044 104805 10517229 5068930 0 -2278429 231508 79252 82804 69452 1329431 909682 73499 346250 27855 19085 630 8140 129504 82772 8758 37974 133563 80939 13356 39268 243267 75449 89851 77967 42632 10658 31974 66845 25938 28467 12440 33851 20577 3378 9896 24624 15122 2419 7083 31892 24310 1930 5652 199525 198987 220 318 1028576 771432 205715 51429 90443 71325 5355 13763 70179 50323 5315 14541 COST OF HOMES SOLD 4699829 4699829 DISCOUNTS GRANTED ON MO 2391797 2391797 OTHER EXPENSES 145960 116766 6366 22828 OUTREACH AND SUPPORT 86837 50933 2796 33108 62963 40563 22400 11071081 9735739 585233 750109 921727 1001078 1734549 1208332 367388 421147 7634039 8181956 286294 191160 1330543 732237 486923 598306 4246577 5864314 327041 433491 5804607 5822703 21809145 23722487 591261 602772 10136885 12554641 404200 442127 11132346 13599540 X 10102745 9669512 574054 453435 10676799 10122947 21809145 23722487 -553852 0 X X 0 1 X 1 0 X 5093389 6106674 6334738 5621636 7726728 30883165 5093389 6106674 6334738 5621636 7726728 30883165 30883165 4587 4273 2450 6706 7000 25016 30364 46819 42454 42505 53761 215903 31124084 22405159 0.99230 0.99230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3125 1304 4429 11066652 11071081 703554 175889 0 0 480096 703554 1183650 1775475 1986 4429 6415 120024 175889 295913 443870 3125 3125 PART II-A: DIRECT CONTACT: AFFILIATE STAFF MET WITH OFFICIALS AND THEIR STAFFS IN WASHINGTON DC, SALEM, AND PORTLAND TO DISCUSS LEGISLATION CONCERNING AFFORDABLE HOUSING. MAILINGS: STAFF SENT MAILINGS TO NATIONAL, STATE, AND LOCAL OFFICIALS AND THEIR STAFFS CONCERNING SUPPORT FOR ISSUES OF CONCERN FOR AFFORDABLE HOUSING. MEDIA ADVERTISEMENT: STAFF UTILIZED SOCIAL MEDIA TO CREATE AWARENESS. GRANTS: GRANTS GIVEN TO OTHER ORGANIZATIONS IN AN EFFORT TO CREATE AFFORDABLE HOUSING. RALLIES: SPEECHES GIVEN BY AFFILIATE STAFF TO DISCUSS AFFORDABLE HOUSING. 80081 80081 569784 259395 310389 680678 472842 207836 598306 INVESTMENT IN LIMITED PARTNERSHIP 5864314 C 5864314 CONSTRUCTION MATERIALS 61927 HOMES AVAILABLE FOR SALE 680953 LAND HELD FOR DEVELOPMENT 2006130 CONSTRUCTION IN PROGRESS 2583156 INVENTORY - RESALE STORES 167674 OTHER RECEIVABLES 322863 5822703 DUE TO AFFILIATES 260925 ESCROW AND MAINTENANCE 143238 CAPITAL LEASE OBLIGATION 37964 442127 X 10517229 0 10517229 0 10517229 11071081 0 11071081 0 11071081 PART X, LINE 2: MANAGEMENT BELIEVES THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. AUCTION 253838 124788 129050 87729 BREAKFAST 161094 161094 44320 414932 285882 129050 132049 132049 -2999 X 5 10063 FMV X RESALE STORES 98 4180239 FMV X CONSTRUCTION SERVICES 38 715946 FMV X SUPPLIES 21 64490 FMV X EQUIPMENT 21 22304 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE VICE PRESIDENT OF FINANCE AND ADMINISTRATION, THEN A COPY IS PROVIDED TO BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, BOARD MEMBERS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE BASED ON COMPARABLE MARKET DATA FOR SIMILAR POSITIONS IN THE SURROUNDING AREAS AND IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OR A DESIGNATED BOARD COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. HFHPME COMPANY LLC PO BOX 11527 PORTLAND OR 972110527 930801200 OBTAIN FINANCING OR 80471 1506567 HABITAT FOR HUMANITY PORTLAND METRO EAST HFH REAL ESTATE LLC PO BOX 11527 PORTLAND OR 972110527 930801200 OBTAIN FINANCING OR 250 86390 HABITAT FOR HUMANITY PORTLAND METRO EAST HFHPME COMPANY II LLC PO BOX 11527 PORTLAND OR 972110527 930801200 OBTAIN FINANCING OR 97692 2060401 HABITAT FOR HUMANITY PORTLAND METRO EAST