Civic Intelligence

Habitat for Humanity

990 • Fiscal year 2023 • EIN 58-2338031

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 18, 2024

PO Box 238Mc Cormick, SC 29835

(864) 602-9204

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

24th percentile

-8.9%

Higher net margin than 24% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

32nd percentile

-1.3%

Faster asset growth than 32% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

2.5%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,265,492

Down $16,976 (-1.3%) from 2022

Net Assets

Down

$1,264,861

Down $17,607 (-1.4%) from 2022

Liabilities

Up

$631

Up $631 from 2022

Revenue

Up

$198,354

Up $4,905 (+2.5%) from 2022

Expenses

Up

$215,961

Up $53,426 (+33%) from 2022

Net Income

Down

-$17,607

Down $48,521 (-157%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,065,285Liabilities 2011: $2,193Net Assets 2011: $1,063,0922011Assets 2012: $1,138,371Liabilities 2012: $1,788Net Assets 2012: $1,136,5832012Assets 2013: $1,220,708Liabilities 2013: $1,626Net Assets 2013: $1,219,0822013Assets 2014: $1,291,787Liabilities 2014: $203Net Assets 2014: $1,291,5842014Assets 2015: $1,372,281Liabilities 2015: $6,326Net Assets 2015: $1,365,9552015Assets 2016: $1,430,996Liabilities 2016: $0Net Assets 2016: $1,430,9962016Assets 2017: $1,320,955Liabilities 2017: $0Net Assets 2017: $1,320,9552017Assets 2018: $979,404Liabilities 2018: $0Net Assets 2018: $979,4042018Assets 2019: $1,255,593Liabilities 2019: $0Net Assets 2019: $1,255,5932019Assets 2020: $1,377,993Liabilities 2020: $0Net Assets 2020: $1,377,9932020Assets 2021: $1,229,653Liabilities 2021: $0Net Assets 2021: $1,229,6532021Assets 2022: $1,282,468Liabilities 2022: $0Net Assets 2022: $1,282,4682022Assets 2023: $1,265,492Liabilities 2023: $631Net Assets 2023: $1,264,8612023Assets 2024: $1,333,077Liabilities 2024: $1,442Net Assets 2024: $1,331,6352024

Highlighted filing

2023

Assets$1,265,492
Liabilities$631
Net Assets$1,264,861

Operations Trend

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

$300K$200K$100K$0-$100K-$200KExpenses 2011: $35,0722011Revenue 2012: $97,102Expenses 2012: $23,611Net Income 2012: $73,4912012Expenses 2013: $23,6612013Revenue 2014: $103,070Expenses 2014: $30,568Net Income 2014: $72,5022014Revenue 2015: $109,889Expenses 2015: $35,518Net Income 2015: $74,3712015Revenue 2016: $101,573Expenses 2016: $85,637Net Income 2016: $15,9362016Revenue 2017: $98,103Expenses 2017: $208,144Net Income 2017: -$110,0412017Revenue 2018: $142,148Expenses 2018: $194,376Net Income 2018: -$52,2282018Revenue 2019: $285,360Expenses 2019: $144,761Net Income 2019: $140,5992019Revenue 2020: $135,667Expenses 2020: $168,738Net Income 2020: -$33,0712020Revenue 2021: $129,490Expenses 2021: $114,630Net Income 2021: $14,8602021Revenue 2022: $193,449Expenses 2022: $162,535Net Income 2022: $30,9142022Revenue 2023: $198,354Expenses 2023: $215,961Net Income 2023: -$17,6072023Revenue 2024: $131,736Expenses 2024: $126,461Net Income 2024: $5,2752024

Highlighted filing

2023

Revenue$198,354
Expenses$215,961
Net Income-$17,607
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 18, 2024
Return Version
2022v5.0
Gross Receipts
$198,354
Mission and Program Overview

Mission

Building decent and affordable housing for the poor

Building decent & affordable housing for the poor

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,282,468$1,264,861▼ $17,607
Other Notes and Loans Receivable, Net$572,370$629,781▲ $57,411
Savings and Temporary Cash Investments$390,043$390,082▲ $39
Land, Buildings, and Equipment, Net$108,912$190,491▲ $81,579
Investments Program Related$32,058$32,058→ $0
Investments Other Securities$25,105$0▼ $25,105
Cash and Non-Interest-Bearing Accounts$153,579$23,079▼ $130,500
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,282,468$1,265,492▼ $16,976
Other Assets Total$401$1▼ $400
Liabilities
Other Liabilities-$631-
Total Liabilities$0$631▲ $631
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,282,468$1,264,861▼ $17,607
Total Liabilities and Net Assets / Fund Balance$1,282,468$1,265,492▼ $16,976

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$153,014$31,115$184,129
Leasehold Improvements$10,984$31,222$42,206
Land$24,040-$24,040
Equipment$2,453$21,396$23,849
Investment Program Related Org$32,058--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Roberta McKeeChairman
William PosillicoConstruction Su
Chad CornishMember
Susan RobinsonMember
Carl ChildsReverand Member
Jan BrunsSecretary
Judith OsbornStore Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,274
Program Service Revenue
$100,000
Investment Income
$768
Other Revenue
$95,312
All Other Contributions
$2,274
Change in Net Assets
$-17,607
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$215,961
Total Fundraising Expense$2,237
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$12,296$12,295-$24,591
Insurance$4,954$4,954-$9,908
Depreciation Depletion$8,421--$8,421
Office Expenses$3,855$3,855-$7,710
All Other Expenses$6,392$1,041$98$7,531
Payments to Affiliates-$6,000-$6,000
Other Expenses$4,989--$4,989
Advertising--$2,139$2,139
Fees for Services Accounting-$2,038-$2,038
Travel$67--$67
Interest$17$18-$35
Total Functional Expenses$183,523$30,201$2,237$215,961
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$631
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
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, Part VI, Section A, Line 9

Any questions can be directed to the chair / board at the po box listed on the return.

Form 990, Part VI, Section B, Line 11B

A copy of the form 990 will be made available to each board member and officer.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is reviewed annually with each board member. Each board member signs the conflict of interest statement.

Form 990, Part VI, Section C, Line 18

The form 990 is available to the public upon written request.

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 unpon written request.

Filing and Contact Details

Filer

Filer Name
Habitat for Humanity
EIN
58-2338031
Phone
8646029204
Address
PO Box 238, Mc Cormick, SC 29835

Signing Officer

Name
Roberta McKee
Title
Chairman
Signed
2024-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roberta McKee
Formed
1997
Legal Domicile
Sc
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
200

Preparer

Firm
Oxford CPA LLC
Address
338 Pro Circle, McCormick, SC 29835
Preparer
W Christopher Oxford CPA
Phone
9703316389
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-17607
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01282468
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01264861
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0390043
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0390082
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01816
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0137816
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0142859
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0124
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0131
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0314
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0556
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01133
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0124
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0131
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0314
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0556
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01133
IRS990ScheduleA/InvestmentIncomeCYPct00.00790
IRS990ScheduleA/InvestmentIncomePYPct00.01340
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99210
IRS990ScheduleA/PublicSupportPY509Pct00.98660
IRS990ScheduleA/PublicSupportTotal509Amt0142859
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02274
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0353
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01816
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0137816
IRS990ScheduleA/Total509Grp/TotalAmt0142859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02398
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0731
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02130
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0138372
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0143992
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0153014
IRS990ScheduleD/BuildingsGrp/DepreciationAmt031115
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0184129
IRS990ScheduleD/EquipmentGrp/BookValueAmt02453
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021396
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt023849
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt032058
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Property For Future Building
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/LandGrp/BookValueAmt024040
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt024040
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt010984
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt031222
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt042206
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0631
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Card Payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0190491
IRS990ScheduleD/TotalLiabilityAmt0631
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANY QUESTIONS CAN BE DIRECTED TO THE CHAIR / BOARD AT THE PO BOX LISTED ON THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 WILL BE MADE AVAILABLE TO EACH BOARD MEMBER AND OFFICER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH EACH BOARD MEMBER. EACH BOARD MEMBER SIGNS THE CONFLICT OF INTEREST STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UNPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Habitat for Humanity
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0911914868
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Technical Support
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0121 Habitat Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Americus
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0317093498
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0SC

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.13$0.13$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.26$0.20$0.22$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.19$0.16$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.13$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.14$0.17$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.29$0.14$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.14$0.19$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.10$0.21$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.10$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.37$0.01$1.37$0.11$0.04$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.10$0.03$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.02
2012Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.10$0.02$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.06$0.04