2013-08-13T15:21:13-05:00 2012-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2012-01-01 742373217 AUSTIN HABITAT FOR HUMANITY INC AUST 5124728788 310 COMAL NO 100 AUSTIN TX 78702 KELLY WEISS 5124728788 2013-08-01 1 SEAN HOLCOMB P01249221 5123703200 2013-08-01 2012 2016-02-24 21:20:13Z KELLY WEISS 310 COMAL NO 100 AUSTIN TX 78702 8093927 0 X WWW.AUSTINHABITAT.ORG X 1985 TX THROUGH FAITH IN ACTION, AUSTIN HABITAT FOR HUMANITY BUILDS HOMES IN PARTNERSHIP WITH FAMILIES AND ENGAGES OUR COMMUNITY TO END THE CYCLE OF POVERTY HOUSING. OUR VISION IS TO ELIMINATE POVERTY HOUSING THROUGH THE POWER OF HOME OWNERSHIP. 19 19 56 8226 219578 -49496 4103840 4081560 1605650 2174701 89395 175556 194766 430116 5993651 6861933 0 0 0 0 1688876 1913170 0 0 285034 3618448 5127437 5307324 7040607 686327 -178674 13708641 14902610 8096558 9495479 5612083 5407131 X THROUGH FAITH IN ACTION, AUSTIN HABITAT FOR HUMANITY BUILDS HOMES IN PARTNERSHIP WITH FAMILIES AND ENGAGES OUR COMMUNITY TO END THE CYCLE OF POVERTY HOUSING. 0 0 5839786 2381639 HOME CONSTRUCTION - HOME CONSTRUCTION PROGRAM FOR AUSTIN HABITAT FOR HUMANITY (AHFH) SERVES FAMILIES EARNING 25% - 50% OF MEDIAN INCOME. AHFH OFFERS QUALIFIED FAMILIES THE OPPORTUNITY TO BUILD AND PURCHASE A HOME AT 0% INTEREST FOR AN AVERAGE COST OF $60,000. AHFH HOMES EARN 4- OR 5-STARS UNDER THE AUSTIN ENERGY GREEN BUILDING PROGRAM, LOWERING UTILITY COSTS AND IMPROVING THE ENVIRONMENT. PARTNER FAMILIES DONATE 400 'SWEAT EQUITY' HOURS TOWARD THE CONSTRUCTION OF OTHER PARTNER HOMES AS WELL AS THEIR FUTURE HOME. PARTNER FAMILIES ALSO PARTICIPATE IN 24 UNITS OF HOMEBUYER EDUCATION AND FINANCIAL LITERACY COURSES 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.A BRUSH WITH KINDNESS - AHFH OFFERS A HOME REPAIR PROGRAM, A BRUSH WITH KINDNESS (ABWK). ABWK PROVIDES AN AVERAGE OF $5,000 IN EXTENSIVE EXTERIOR 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. 459487 RESTORE - SINCE 1991, AHFH HAS OPERATED A RESTORE PROGRAM, A HOME GOODS RECYCLING AND DISCOUNT BUILDING MATERIALS SUPERSTORE THAT PROVIDES A RESOURCE TO THE RESIDENTS OF EAST AUSTIN AS WELL AS REVENUE TO AHFH. AHFH OPERATES A DECONSTRUCTION UNIT FOR THE RESTORE THAT SALVAGES UP TO 70% OF PROJECT MATERIALS FOR RE-SALE IN THE RESTORE. COMBINED, THESE PROGRAMS INCREASE THE ASSETS OF TARGETED FAMILIES AND COMMUNITIES, AND INCREASE THE OPPORTUNITY FOR LOW-INCOME OWNER-OCCUPIED HOUSING MAINTENANCE AND REPAIR. 6299273 1 1 0 0 0 0 0 0 1 0 1 0 1 1 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 40 0 1 56 1 1 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X X MATHEW KING 5124728788 310 COMAL NO 100 AUSTIN TX 78702 BRIAN SHARPLES 1.00 X 0 0 0 CHRIS ELLIOT 1.00 X 0 0 0 REP EDDIE RODRIGUEZ 1.00 X 0 0 0 JUDGE ERIC SHEPPERD 1.00 X 0 0 0 SHERINE THOMAS 1.00 X 0 0 0 EVERETT PLANTE 1.00 X X 0 0 0 JEFFREY SERRA 1.00 X 0 0 0 JOE ARENELLA 1.00 X 0 0 0 LANA MORRIS 1.00 X 0 0 0 ROBBI MILLEST 1.00 X X 0 0 0 DAN DOMAN 1.00 X 0 0 0 MILDRED DAVIS 1.00 X 0 0 0 BRUCE COLEMAN 1.00 X 0 0 0 SARAH STASNEY-CHUN 1.00 X X 0 0 0 DR GEORGE GAU 2.00 X X 0 0 0 MARK HUTCHESON 1.00 X 0 0 0 NIKELLE MEADE 1.00 X 0 0 0 SUZANNE WEINERT 1.00 X 0 0 0 ERIC SMITH 1.00 X 0 0 0 MATHEW KING 40.00 X 83003 0 8379 KELLY WEISS 40.00 X 133000 0 10984 216003 0 19363 1 0 0 0 JERRY WEST CONCRETE PO BOX 41 LOCKHART TX 78644 CONCRETE 307395 MICHAEL KALISH CONSTRUCTION 4054 COUNTY ROAD 201 LIBERTY HILL TX 78642 CARPENTRY 245477 CHABERT PLUMBING 305 E ST ELMO ROAD AUSTIN TX 78745 PLUMBING 179889 TEXAS AIR HEATING & COOLING 233 MCKENNAS COVE BUDA TX 78610 A/C 117123 4 1204208 2877352 946394 4081560 SALES OF HOMES 531390 1723924 1723924 MORTGAGE DISCOUNT AMOR 531390 435641 435641 HOUSING COUNSELING FEE 541990 15136 15136 2174701 883 883 3600 0 3600 3600 3600 326121 151448 174673 174673 174673 1300124 1080546 219578 219578 OTHER INCOME 900099 166928 166928 HFHI-SA LEVERAGE IX LL 900099 25613 25613 CCML LEVERAGE II LLC 900099 14397 14397 206938 6861933 2381639 219578 179156 235366 165403 43679 26284 1360526 976071 240411 144044 58254 45685 7628 4941 132753 104109 17383 11261 126271 87443 24003 14825 58335 47754 7111 3470 12473 5408 1840 5225 199089 173784 15532 9773 29358 21021 5166 3171 146948 108712 24410 13826 31415 23758 4668 2989 32776 23991 4415 4370 26964 10039 13794 3131 56000 56000 59785 27710 25827 6248 63367 53153 5996 4218 COST OF HOMES SOLD 3195582 3195582 DISCOUNT ON MORTGAGES 648434 648434 PROGRAM EXPENSE 492403 492403 DUES AND SUBSCRIPTIONS 25761 14354 6655 4752 48747 18459 7782 22506 7040607 6299273 456300 285034 1031381 1351314 5640 4417 79729 19547 5753302 6398690 270390 290481 196184 156006 4072477 802574 3316804 3269903 998238 2429247 83775 151511 1973198 831494 13708641 14902610 267598 121365 297593 263379 7531367 9110735 8096558 9495479 X 5545418 5322322 66665 84809 5612083 5407131 13708641 14902610 X -178674 -26278 X X 0 1 X 1 1 1 X 2737516 3522197 3458064 4103840 4081560 17903177 2737516 3522197 3458064 4103840 4081560 17903177 17903177 114251 30808 27648 5945 4483 183135 18086312 11473056 0.98990 0.97190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 3005245 3005245 450733 338958 111775 395921 297738 98183 220578 165878 54700 3269903 INVESTMENT IN JOINT VENTURES 2429247 C 2429247 CONSTRUCTION IN PROGRESS 824248 OTHER ASSETS 5954 INTERCOMPANY RECEIVABLE 1292 831494 DUE TO AUSTIN NEIGHBORHOOD ALLIANCE FOR HABITAT 4891974 FORGIVEABLE LOAN PAYABLE 972835 NOTES PAYABLE - HFHI 44961 NOTE PAYABLE - HFHI-SA NMTC VI, LLC 1320965 NOTE PAYABLE - CCM COMMUNITY DEVELOPMENT XXVII, LLC 1880000 9110735 6995827 744030 744030 6251797 610136 610136 6861933 7200779 744030 744030 6456749 583858 583858 7040607 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 THE DALLAS HABITAT FOR HUMANITY. THE HOMEOWNERS REMIT THEIR MORTGAGE PAYMENT, INCLUDING ESCROW FOR TAXES AND INSURANCE, TO DALLAS HABITAT WHO RETAINS THE FUNDS AND REMITS THE PAYMENTS FOR TAXES AND INTEREST ON BEHALF OF EACH HOMEOWNER. PART XI, LINE 4B - OTHER ADJUSTMENTS: MORTGAGE DISCOUNT AMORTIZATION 435,641. INTERCOMPANY REIMBURSEMENT 148,217. BOOK/TAX DIFFERENCE IN FLOW-THROUGH INVESTMENTS 26,278. PART XII, LINE 4B - OTHER ADJUSTMENTS: MORTGAGE DISCOUNT AMORTIZATION 435,641. INTERCOMPANY REIMBURSEMENT 148,217. X X X X X X 1 BEYOND DIRECT MARKETING 1605 PACIFIC AVENUE VENICE BEACH CA 90291 DEVELOPING CONTENT, GRAPHICS, MAILING, ADVICE 0 67246 36394 30852 67246 36394 30852 TX X BLDG MATERIALS 220 115235 ESTIMATED FMV X INVENTORY 3251 831504 ESTIMATED FMV 2 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE CFO AND THEN PROVIDED TO THE FINANCE AND AUDIT COMMITTEE FOR REVIEW AND DISCUSSION PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C NEW BOARD MEMBERS RECEIVE THIS IN HIS OR HER PACKET AND IT IS DISCUSSED AT THE ORIENTATION. ALSO, IN GENERAL, WHEN AHFH SIGNS THE HFHI COVENANT ARRANGEMENT, IT IS REVIEWED AT THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS. THE BOARD PERFORMS AN ANNUAL COMPENSATION REVIEW AND COMPARES COMPENSATION AGAINST OTHER FOR-PROFIT AND NON-PROFIT BUSINESS LEADERS. COMPENSATION OF KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: BOOK/TAX DIFFERENCE IN FLOW-THROUGH INVESTMENTS -26,278. FORM 990, PART XI, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS SERVES AS THE AUDIT COMMITTEE THAT MAKES THE SELECTION OF THE AUDITOR FOR AUSTIN HABITAT FOR HUMANITY, INC. THE SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AUSTIN NEIGHBORHOOD ALLIANCE 310 COMAL SUITE 100 AUSTIN TX 78702 203364281 LOW INCOME HOUSING TX 501(C)(3) 509(A)(3) TYPE I 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0