Civic Intelligence

Hba Charitable & Educational Foundation

990 • Fiscal year 2023 • EIN 38-3025307

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 31, 2024

Organization ProfileWWW.BUILDERS.ORG/FOUNDATION
30400 Telegraph Rd Suite 202Bingham Farms, MI 48025

(248) 737-4477

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

82nd percentile

0.09x

Higher debt load relative to revenue than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

6th percentile

-102%

Higher net margin than 6% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

99th percentile

$171,522

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 489.6% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

33rd percentile

-9.2%

Faster asset growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

46th percentile

1.2%

Faster revenue growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$441,048

Down $44,895 (-9.2%) from 2022

Net Assets

Down

$438,048

Down $35,895 (-7.6%) from 2022

Liabilities

Down

$3,000

Down $9,000 (-75%) from 2022

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin6th percentile

Revenue

Up

$35,033

Up $424 (+1.2%) from 2022

Expenses

Down

$70,928

Down $94,792 (-57%) from 2022

Net Income

Up

-$35,895

Up $95,216 (+73%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2018: $648,585Liabilities 2018: $3,000Net Assets 2018: $645,5852018Assets 2019: $609,602Liabilities 2019: $0Net Assets 2019: $609,6022019Assets 2020: $593,498Liabilities 2020: $0Net Assets 2020: $593,4982020Assets 2021: $605,576Liabilities 2021: $522Net Assets 2021: $605,0542021Assets 2022: $485,943Liabilities 2022: $12,000Net Assets 2022: $473,9432022Assets 2023: $441,048Liabilities 2023: $3,000Net Assets 2023: $438,0482023Assets 2024: $370,725Liabilities 2024: $3,000Net Assets 2024: $367,7252024

Highlighted filing

2023

Assets$441,048
Liabilities$3,000
Net Assets$438,048
Open 2023 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2018: $430,001Expenses 2018: $30,866Net Income 2018: $399,1352018Revenue 2019: $31,328Expenses 2019: $67,311Net Income 2019: -$35,9832019Revenue 2020: $17,596Expenses 2020: $33,700Net Income 2020: -$16,1042020Revenue 2021: $68,620Expenses 2021: $57,064Net Income 2021: $11,5562021Revenue 2022: $34,609Expenses 2022: $165,720Net Income 2022: -$131,1112022Revenue 2023: $35,033Expenses 2023: $70,928Net Income 2023: -$35,8952023Revenue 2024: $34,044Expenses 2024: $104,367Net Income 2024: -$70,3232024

Highlighted filing

2023

Revenue$35,033
Expenses$70,928
Net Income-$35,895
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 31, 2024
Return Version
2023v5.0
Gross Receipts
$35,033
Mission and Program Overview

Mission

To engage in activities to promote and to improve the availability of housing opportunities for all persons, to combat community deterioration, and to inform and to educate the general public and members of the construction and property management industry on issues affecting the availability of housing opportunities so that the general welfare of the southeastern area of the state of michigan shall be enhanced and improved and to engage in such additional charitable, educational and scientific activities within the meaning of section 501 (c) (3) of the code as the board of trustees may from time to time determine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$187,202$441,048▲ $253,846
Accounts Receivable$5,299--
Total Assets$485,943$441,048▼ $44,895
Other Assets Total$293,442--
Liabilities
Accounts Payable and Accrued Expenses$12,000$3,000▼ $9,000
Total Liabilities$12,000$3,000▼ $9,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$180,501$310,702▲ $130,201
Net Assets With Donor Restrictions$293,442$127,346▼ $166,096
Total Net Assets Fund Balance$473,943$438,048▼ $35,895
Total Liabilities and Net Assets / Fund Balance$485,943$441,048▼ $44,895

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$293,442-▲ $8,752$10,000$292,194
2022$397,077-▲ $1,365$105,000$293,442
2021$407,275-▲ $2,302$12,500$397,077
2020$407,139-▲ $136-$407,275
2019$407,139---$407,139
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
Forrest WallExecutive of$171,522$171,522

Board Members and Trustees

NameTitle
Peter BurtonPresident
Benjamin TempletonBoard Member
Bernard GliebermanBoard Member
Colleen Ochoa PetersBoard Member
Darshan GrewalBoard Member
James ClarkeBoard Member
Jason MinockBoard Member
Larry CohenBoard Member
Mary FowlieBoard Member
Michael StoskopfBoard Member
Noreen KeatingBoard Member
Norman FinkelsteinBoard Member
Rino SoaveBoard Member
Robert M Tedesco EndedBoard Member
Tim CapaldiBoard Member
William PhillipsBoard Member
Forrest WallExecutive Officer
H William FreemanSecretary
Richard KomerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,071
Program Service Revenue
$0
Investment Income
$12,962
Other Revenue
$0
All Other Contributions
$22,071
Change in Net Assets
$-35,895
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,500
Other Expenses$5,428
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$37,500--$37,500
Grants to Domestic Individuals$28,000--$28,000
Office Expenses$2,514$486-$3,000
Fees for Services Accounting-$2,400-$2,400
Other Expenses-$28-$28
Total Functional Expenses$68,014$2,914$0$70,928
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Habitat for HumanityAtlanta, GA501c3Housing$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is provided to the executive officer and association cfo for review and approval prior to being filed.”

Form 990, Page 6, Part VI, Line 12C

“Procedures to manage conflicts: for each interest disclosed, the executive committee will determine whether to: (a) take no action; (b) assure full disclosure to the board of directors and other individuals covered by this policy; (c) ask the person to recuse from participation in related discussions or decisions within the organization; or (d) ask the person to resign from his or her position in the organization or, if the person refuses to resign, become subject to possible removal in accordance with the organizations removal procedures. The organizations executive officer and cfo will monitor proposed or ongoing transactions for conflicts of interest and disclose them to the executive committee in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred.”

Form 990, Page 6, Part VI, Line 15A

“No compensation paid through the foundation.”

Form 990, Page 6, Part VI, Line 15B

“No compensation paid through the foundation.”

Form 990, Page 6, Part VI, Line 19

“All governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Hba Charitable & Educational
EIN
38-3025307
Phone
2487374477
Address
30400 TELEGRAPH RD SUITE 202, BINGHAM FARMS, MI 48025

Signing Officer

Name
Forrest Wall
Title
Executive Officer
Phone
3487374477
Signed
2024-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Forrest Wall
Formed
1992
Legal Domicile
Mi
Voting Board Members
18
Independent Board Members
17
Employees
0
Volunteers
17

Preparer

Firm
Yeo & Yeo Pc
Address
822 CENTENNIAL WAY STE 250, LANSING, MI 48917
Preparer
Bradley M Devries
Phone
5173239500
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To engage in activities to promote and to improve the availability of housing opportunities for all persons, to combat community deterioration, and to inform and to educate the general public and members of the construction and property management industry on issues affecting the availability of housing opportunities so that the general welfare of the southeastern area of the state of michigan shall be enhanced and improved and to engage in such additional charitable, educational and scientific activities within the meaning of section 501 (c) (3) of the code as the board of trustees may from time to time determine.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The foundation recognizes restricted assets related to the funds used to establish the irvin h. Yackness and june g. Yackness charitable and educational bia fund. The funds are deposited in separate accounts. The funds are to be used for assisting families with children in obtaining down payment assistance.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION RECOGNIZES RESTRICTED ASSETS RELATED TO THE FUNDS USED TO ESTABLISH THE IRVIN H. YACKNESS AND JUNE G. YACKNESS CHARITABLE AND EDUCATIONAL BIA FUND. THE FUNDS ARE DEPOSITED IN SEPARATE ACCOUNTS. THE FUNDS ARE TO BE USED FOR ASSISTING FAMILIES WITH CHILDREN IN OBTAINING DOWN PAYMENT ASSISTANCE.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$441,048
Liabilities
$3,000
Net assets
$438,048
Revenue
$35,033
Expenses
$70,928
Net income
-$35,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$0.03$3.68$0.34$1.04$0.70
2023Detailed filing. Detailed filing data is available for this year.$4.41$0.03$4.38$0.35$0.71$0.36
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$0.12$4.74$0.35$1.66$1.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.06$0.01$6.05$0.69$0.57$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.93$0.00$5.93$0.18$0.34$0.16
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.10$0.00$6.10$0.31$0.67$0.36
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.49$0.03$6.46$4.30$0.31$3.99