HABITAT FOR HUMANITY OF LEE & HENDRY COUNTIES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HABITAT FOR HUMANITY OF LEE & HENDRY COUNTIES INC (EIN 59-2236174)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-02-12
- IRS object ID
- 201330439349301303
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-12T12:42:15-06:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580692043 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mauldin & Jenkins LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Galleria Parkway SE Suite 1700 | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 303395946 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592236174 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Habitat for Humanity for Lee and | BusinessNameLine1 |
| Business Name Line2 | Hendry Counties Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HABI | NameControl |
| Phone | 2396520434 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1288 North Tamiami Trail | AddressLine1 |
| City | North Fort Myers | City |
| State | FL | State |
| ZIP Code | 33903 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Katherine C Green | Name |
| Title | President/CEO | Title |
| Phone | 2396520434 | Phone |
| Date Signed | 2013-01-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeff T Fucito | Name |
| PTIN | P00120748 | PTIN |
| Phone | 7709558600 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Katherine C Green | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1288 North Tamiami Trail | AddressLine1 |
| City | North Fort Myers | City |
| State | FL | State |
| ZIP Code | 33903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7552465 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.habitat4humanity.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | Habitat for Humanity of Lee County, Inc. is a charitable, non-profit organization dedicated to providing housing for those who cannot otherwise afford a decent place to live, with the ultimate goal of eliminating sub-standard housing in Lee County, contributing to family and community stability. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 39 | TotalNbrEmployees |
| Total Nbr Volunteers | 2979 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3016718 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1917039 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4659194 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4846241 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -227774 | InvestmentIncomePriorYear |
| Investment Income Current Year | 40660 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 349367 | OtherRevenuePriorYear |
| Other Revenue Current Year | 530217 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7797505 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7334157 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1947959 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 950686 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 175519 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6950073 | OtherExpensePriorYear |
| Other Expenses Current Year | 6903442 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8898032 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7854128 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1100527 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -519971 | RevenuesLessExpensesCY |
| Total Assets BOY | 20384996 | TotalAssetsBOY |
| Total Assets EOY | 19385348 | TotalAssetsEOY |
| Total Liabilities BOY | 1522832 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1025941 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18862164 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18359407 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | To follow Gods lead and partner with the community to provide decent, affordable homes for people in need so they may build better lives for their families. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5592863 | Expense |
| Revenue | 3836400 | Revenue |
| Description | In the fiscal year ended September 30, 2012, Habitat sold 54 homes to low-income families, while keeping their total monthly payments at or below 30% of their income. Most of these were existing homes which were rehabilitated to be like new, utilizing Habitat's volunteers and staff. Rehabilitating existing housing stock also has the effect of reducing our local oversupply of homes, stabilizing neighborhoods and integrating low-come families more seamlessly into their community. Habitat also remediated six homes with Chinese drywall for their occupants. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 651093 | Expense |
| Revenue | 645578 | Revenue |
| Description | Habitat's thrift store exists to provide revenue for our affordable home ownership mission, and to provide home furnishings, appliances, building materials and other items to our homeowners and the general public at a greatly reduced cost. Homeowners are given a discount at the store, and may finance the purchase of furniture for their new home when they close on it. Businesses and individuals donate new and used items to the store. Homeowners volunteer in the store to gain hours toward their sweat equity requirements and keep the operating expenses as low as possible. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 440294 | Expense |
| Revenue | 364263 | Revenue |
| Description | During the fiscal year October 1, 2011 to September 30, 2012, our Senior Housing Complex enjoyed a 97% occupancy rate. These affordable rental units assisted over 60 different households during that time. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 641739 | Expense |
| Description | Family outreach recruits potential homeowners and then services and manages homeowner financing. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 641739 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 7325989 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 39 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard H Shera Jr | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2396520434 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1288 North Tamiami Trail | AddressLine1 |
| City | North Fort Myers | City |
| State | FL | State |
| ZIP Code | 33903 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Donny Andrews | ||||||
| Vice Chair | 2.00 | X | X | 0 | 0 | 0 |
| Glenn Bailey | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Al Brislain | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Roger Brownell | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Carl Joseph Coleman | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Dave Dale | ||||||
| Treasurer | 2.00 | X | X | 0 | 0 | 0 |
| Miguel C Fernandez III | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Joe Gammons | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| John Grisak | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Teri Hansen | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Mitch Hutchcraft | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Cheryl King | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Brian Lucas | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Shawn R McIntyre | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Denis Noah | ||||||
| Chairman | 3.00 | X | X | 0 | 0 | 0 |
| Sandy Robinson | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Sharon Thompson | ||||||
| Secretary | 4.00 | X | X | 0 | 0 | 0 |
| Evette Teal-Richardson | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| John Tobler | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Bill Valenti | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| James Adams | ||||||
| Chairman | 3.00 | X | X | 0 | 0 | 0 |
| Scott Robertson | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Katherine Green | ||||||
| President & CEO | 40.00 | X | 165900 | 0 | 13173 | |
| Richard H Shera Jr | ||||||
| Vice President & CFO | 40.00 | X | 109944 | 0 | 10820 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 275844 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 23993 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FBI Air | |||||
| 1533 Canal Street | Lehigh Acres | FL | 33936 | Air conditioning contractor | 218783 |
| Home Depot Credit Services | |||||
| PO Box 9055 | Des Moines | IA | 50368 | Home repair store | 124407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 133071 | FundraisingEvents |
| Government Grants | 900249 | GovernmentGrants |
| All Other Contributions | 883719 | AllOtherContributions |
| Noncash Contributions | 673651 | NoncashContributions |
| Total Contributions | 1917039 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Habitat First Mortgage | 531390 | 3563181 | 3563181 |
| ReStore Sales | 442000 | 645578 | 645578 |
| Rental Housing Income | 531110 | 364263 | 364263 |
| Mortgage Interest | 531390 | 172423 | 172423 |
| Application Fees | 531390 | 96859 | 96859 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3937 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3937 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4846241 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27031 | TotalRevenueColumn |
| Exclusion | $27,031 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 64209 | Securities |
| Other | 13191 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 63771 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 438 | Securities |
| Other | 13191 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13629 | TotalRevenueColumn |
| Exclusion | $13,629 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 414674 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 133071 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 104245 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 310429 | TotalRevenueColumn |
| Exclusion | $310,429 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 270080 | GrossIncomeGaming |
| Gaming Direct Expenses | 50292 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 219788 | TotalRevenueColumn |
| Exclusion | $219,788 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7334157 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4846241 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $570,877 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 292170 | Total |
| Program Services | 167935 | ProgramServices |
| Management And General | 104740 | ManagementAndGeneral |
| Fundraising | 19495 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 550769 | Total |
| Program Services | 481809 | ProgramServices |
| Fundraising | 68960 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107747 | Total |
| Program Services | 90514 | ProgramServices |
| Fundraising | 17233 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68668 | Total |
| Program Services | 56469 | ProgramServices |
| Management And General | 12199 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46730 | Total |
| Management And General | 46730 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52186 | Total |
| Program Services | 43142 | ProgramServices |
| Fundraising | 9044 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8878 | Total |
| Program Services | 2030 | ProgramServices |
| Management And General | 6132 | ManagementAndGeneral |
| Fundraising | 716 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74386 | Total |
| Program Services | 13817 | ProgramServices |
| Management And General | 31367 | ManagementAndGeneral |
| Fundraising | 29202 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16551 | Total |
| Program Services | 4568 | ProgramServices |
| Management And General | 7332 | ManagementAndGeneral |
| Fundraising | 4651 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145687 | Total |
| Program Services | 133444 | ProgramServices |
| Management And General | 12243 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8654 | Total |
| Program Services | 2929 | ProgramServices |
| Management And General | 1751 | ManagementAndGeneral |
| Fundraising | 3974 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18288 | Total |
| Program Services | 5970 | ProgramServices |
| Management And General | 1341 | ManagementAndGeneral |
| Fundraising | 10977 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12501 | Total |
| Management And General | 12501 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266964 | Total |
| Program Services | 199341 | ProgramServices |
| Management And General | 67623 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23073 | Total |
| Program Services | 8198 | ProgramServices |
| Management And General | 14875 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| Cost of Home Constructi | 5765039 | 5765039 |
| Impairment Loss | 127901 | 127901 |
| Loan Loss Expense | 127711 | 127711 |
| Tithe | 83950 | 83950 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56275 | Total |
| Program Services | 11222 | ProgramServices |
| Management And General | 33786 | ManagementAndGeneral |
| Fundraising | 11267 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7854128 | Total |
| Program Services | 7325989 | ProgramServices |
| Management And General | 352620 | ManagementAndGeneral |
| Fundraising | 175519 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 589599 | BOY |
| EOY | 1163982 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1611822 | BOY |
| EOY | 673955 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 634679 | BOY |
| EOY | 523328 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 234873 | BOY |
| EOY | 109321 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6232387 | BOY |
| EOY | 7196970 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122246 | BOY |
| EOY | 141339 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50101 | BOY |
| EOY | 115910 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9234975 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2057782 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7339153 | BOY |
| EOY | 7177193 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225216 | BOY |
| EOY | 252143 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3344920 | BOY |
| EOY | 2031207 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20384996 | BOY |
| EOY | 19385348 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 663438 | BOY |
| EOY | 320217 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51979 | BOY |
| EOY | 48939 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 660357 | BOY |
| EOY | 536207 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147058 | BOY |
| EOY | 120578 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1522832 | BOY |
| EOY | 1025941 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18227485 | BOY |
| EOY | 17836069 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 634679 | BOY |
| EOY | 523338 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18862164 | BOY |
| EOY | 18359407 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20384996 | BOY |
| EOY | 19385348 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -519971 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 17213 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4580435 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2820170 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2920031 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3006823 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1917039 | CurrentTaxYear |
| Total | 15244498 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4580435 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2820170 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2920031 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3006823 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1917039 | CurrentTaxYear |
| Total | 15244498 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 15244498 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 484737 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 246548 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19253 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13459 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27031 | CurrentTaxYear |
| Total | 791028 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 29758 | CurrentTaxYearMinus3Years |
| Total | 29758 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 16065284 | TotalSupport |
| Gross Receipts From Admissions Etc | 23726478 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94890 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.93200 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Publications Or Broadcast | 1 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 0 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Lobbying Activities: | Identifier |
| Return Reference | Part II-B, Line 1: | ReturnReference |
| Explanation | Board passed a resolution in support of continued SHIP Funding by the State of Florida. This resolution was forwarded to local legislators. The President/CEO of the organization, Katherine C. Green, met with Senator Bennet to discuss this resolution. (Senator Bennett is a Florida State Senator). | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1346717 | OtherCostOrOtherBasis |
| Book Value | 1346717 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7078705 | OtherCostOrOtherBasis |
| Depreciation | 1349638 | Depreciation |
| Book Value | 5729067 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 243633 | OtherCostOrOtherBasis |
| Depreciation | 204638 | Depreciation |
| Book Value | 38995 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 565920 | OtherCostOrOtherBasis |
| Depreciation | 503506 | Depreciation |
| Book Value | 62414 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7177193 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Home Construction in Progress | 388026 |
| Land Held for Home Sites | 1643181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2031207 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Deferred Gift Annuity Liability | Description |
| Amount | $120,578 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 120578 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part IV, Line 2b: | Downpayments on purchase of low-income housing by qualifying homeowners. | |
| Part X: | The organization does not have any uncertain tax positions under FIN 48 (ASC 740-10). | Description of Uncertain Tax Positions Under FIN 48: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Shaddow Wood Residents Golf | NameOfEvent1 |
| Gross Receipts Event1 | 116800 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 25075 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 91725 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 4042 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 7317 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 27949 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 8282 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Fundraising Event | NameOfEvent2 |
| Gross Receipts Event2 | 60396 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 57996 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 2400 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 2252 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 6 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 370549 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 50000 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 320549 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 4450 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 10750 | NonCashPrizesOtherEvents |
| Food And Beverage Other Events | 6554 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 32649 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 547745 | GrossReceiptsTotal |
| Charitable Contributions Total | 133071 | CharitableContributionsTotal |
| Gross Revenue Total Events | 414674 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 8492 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 18067 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 34503 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 43183 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 104245 | DirectExpenseSummaryEvents |
| Net Income Summary | 310429 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 270080 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 38482 | CashPrizesOtherGaming |
| Non Cash Prizes Other Gaming | 2479 | NonCashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 9331 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 0.98000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 270080 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 38482 | CashPrizesTotalGaming |
| Non Cash Prizes Total Gaming | 2479 | NonCashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 9331 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 50292 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 219788 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | FL | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | Richard H Shera Jr | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1288 N Tamiami Trail | AddressLine1 |
| City | North Fort Myers | City |
| State | FL | State |
| ZIP Code | 33903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
Gaming Manager Name Business GamingManagerNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E Cheryl Garn | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Katherine Green | NamePerson |
| Base Compensation Filing Org | 150000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 15000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 900 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 6747 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 6426 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 179073 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 7 | ReturnReference |
| Explanation | Bonuses are issued based on performance goals, with a max of 5%. | Explanation |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 335000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | THRIFT SHOP VALUE | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 99088 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Real estate Tax Records | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Appliances | 15 | 64835 | FMV |
| X | Paint | 4 | 57077 | FMV |
| X | Building Materials | 117651 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Board of Directors Duane Swanson and Glenn Bailey: Family Relationship | |
| Form 990, Part VI, Section B, line 11 | The 990 will be reviewed by the Finance and/or the Executive Committee with recommendation to be approved by the full board. | |
| Form 990, Part VI, Section B, line 12c | Board Members: Anytime a vote comes before the board, they will abstain from the vote, (with the Secretary stating such in the minutes). Officers (President/CEO, EVP/CFO, and EVP/COO) will bring anything that is tied to them directly to the attention of the board before a vote is approved. Key Employees: Vice Presidents and above will bring this to the attention of the CEO so she can inform the board of any issues. | |
| Form 990, Part VI, Section B, line 15 | The Executive Director reports directly to the Executive Committee who determine and approve compensation. | |
| Form 990, Part VI, Section C, line 19 | Documentation is provided to the State for publication on a public site. Audited financials are on the organization's website and available per request. | |
| Form 990, Part XI, line 5: | Net unrealized gains on investments: 17,213. | Changes in Net Assets or Fund Balances: |
| Form 990, Part XII, Line 2c | The processes for auditor selection and review of audited financial statements have not changed from the previous year. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Habitat Senior Housing LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1288 North Tamiami Trail | AddressLine1 |
| City | North Fort Myers | City |
| State | FL | State |
| ZIP Code | 33903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562592682 | EIN |
| Primary Activities | Affordable Senior Housing, operating 60 senior units | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Total Income | 300875 | TotalIncome |
| EOY Assets | 4697 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Habitat for Humanity of Lee & Hendry Counties Inc | BusinessNameLine1 |
Comments