Civic Intelligence

Arcadia-Desoto County Habitat for Humanity Incorporated

EIN 59-3656661 • 501(c)3 • Arcadia, FL

Profile

Our mission habitat for humanity works in partnership with god and people everywhere, from all walks of life, to develop communities with god's people in need by building and renovating houses so that there are decent houses in decent communities in which people can live and grow into all that god intended. Our goal to eliminate poverty housing and homelessness from the face of the earth by constructing and building adequate and basic housing. Furthermore, all of our words and actions are for the ultimate purpose of raising awareness in such a powerful way that poverty housing and homelessness become socially, politically, and religiously unacceptable in our country and throughout the world. Objectives: 1) demonstrate the love and teachings of jesus christ 2) advocate on behalf of those in need of decent shelter 3) focus on shelter by building and renovating simple, decent, affordable houses 4) engage broad community through inclusive leadership and diverse partnerships 5) promote dign

PO Box 2096Arcadia, FL 34265

desotohabitat.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.63x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.71x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

48th percentile

3.4%

Higher net margin than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

68%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,653,630

Up $225,064 (+16%) from 2023

Liabilities

Up

$1,039,024

Up $175,223 (+20%) from 2023

Net Assets

Up

$614,606

Up $49,841 (+8.8%) from 2023

Revenue

Up

$1,453,374

Up $586,787 (+68%) from 2023

Expenses

Up

$1,403,533

Up $536,832 (+62%) from 2023

Net Income

Up

$49,841

Up $49,955 (+43820%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $349,309Liabilities 2011: $194,016Net Assets 2011: $155,2932011Assets 2012: $526,000Liabilities 2012: $436,773Net Assets 2012: $89,2272012Assets 2013: $644,895Liabilities 2013: $336,911Net Assets 2013: $307,9842013Assets 2014: $837,030Liabilities 2014: $413,600Net Assets 2014: $423,4302014Assets 2015: $1,193,795Liabilities 2015: $566,015Net Assets 2015: $627,7802015Assets 2016: $1,046,824Liabilities 2016: $494,938Net Assets 2016: $551,8862016Assets 2017: $978,500Liabilities 2017: $583,934Net Assets 2017: $394,5662017Assets 2018: $846,552Liabilities 2018: $491,650Net Assets 2018: $354,9022018Assets 2019: $859,536Liabilities 2019: $433,343Net Assets 2019: $426,1932019Assets 2020: $854,916Liabilities 2020: $540,767Net Assets 2020: $314,1492020Assets 2021: $936,369Liabilities 2021: $506,341Net Assets 2021: $430,0282021Assets 2022: $994,283Liabilities 2022: $429,404Net Assets 2022: $564,8792022Assets 2023: $1,428,566Liabilities 2023: $863,801Net Assets 2023: $564,7652023Assets 2024: $1,653,630Liabilities 2024: $1,039,024Net Assets 2024: $614,6062024

Highlighted filing

2024

Assets$1,653,630
Liabilities$1,039,024
Net Assets$614,606

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $523,534Expenses 2011: $492,123Net Income 2011: $31,4112011Expenses 2012: $488,8832012Revenue 2013: $515,635Expenses 2013: $420,104Net Income 2013: $95,5312013Revenue 2014: $552,226Expenses 2014: $436,781Net Income 2014: $115,4452014Revenue 2015: $1,354,475Expenses 2015: $1,150,125Net Income 2015: $204,3502015Revenue 2016: $1,064,881Expenses 2016: $1,140,775Net Income 2016: -$75,8942016Revenue 2017: $734,016Expenses 2017: $891,336Net Income 2017: -$157,3202017Revenue 2018: $522,525Expenses 2018: $562,189Net Income 2018: -$39,6642018Revenue 2019: $444,705Expenses 2019: $373,414Net Income 2019: $71,2912019Revenue 2020: $541,571Expenses 2020: $629,823Net Income 2020: -$88,2522020Revenue 2021: $535,998Expenses 2021: $420,119Net Income 2021: $115,8792021Revenue 2022: $840,254Expenses 2022: $705,403Net Income 2022: $134,8512022Revenue 2023: $866,587Expenses 2023: $866,701Net Income 2023: -$1142023Revenue 2024: $1,453,374Expenses 2024: $1,403,533Net Income 2024: $49,8412024

Highlighted filing

2024

Revenue$1,453,374
Expenses$1,403,533
Net Income$49,841

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.65$1.04$0.61$1.45$1.40$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.86$0.56$0.87$0.87$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.43$0.56$0.84$0.71$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.51$0.43$0.54$0.42$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.54$0.31$0.54$0.63$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.43$0.43$0.44$0.37$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.49$0.35$0.52$0.56$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.58$0.39$0.73$0.89$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.49$0.55$1.06$1.14$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.57$0.63$1.35$1.15$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.41$0.42$0.55$0.44$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.34$0.31$0.52$0.42$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.44$0.09$0.49
2011Summary only. Only limited summary data is available for this year.$0.35$0.19$0.16$0.52$0.49$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 20, 2025
Return Version
2023v6.0
Gross Receipts
$1,453,374
Mission and Program Overview

Mission

Our mission habitat for humanity works in partnership with god and people everywhere, from all walks of life, to develop communities with god's people in need by building and renovating houses so that there are decent houses in decent communities in which people can live and grow into all that god intended. Our goal to eliminate poverty housing and homelessness from the face of the earth by constructing and building adequate and basic housing. Furthermore, all of our words and actions are for the ultimate purpose of raising awareness in such a powerful way that poverty housing and homelessness become socially, politically, and religiously unacceptable in our country and throughout the world. Objectives: 1) demonstrate the love and teachings of jesus christ 2) advocate on behalf of those in need of decent shelter 3) focus on shelter by building and renovating simple, decent, affordable houses 4) engage broad community through inclusive leadership and diverse partnerships 5) promote dign

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$714,842$583,668▼ $131,174
Other Notes and Loans Receivable, Net$208,365$379,554▲ $171,189
Land, Buildings, and Equipment, Net$207,704$203,079▼ $4,625
Savings and Temporary Cash Investments-$200,348-
Inventories for Sale or Use$65,000$65,000→ $0
Prepaid Expenses and Deferred Charges$25,844$28,911▲ $3,067
Pledges and Grants Receivable$29,406$24,613▼ $4,793
Intangible Assets$4,316$3,806▼ $510
Total Assets$1,428,566$1,653,630▲ $225,064
Other Assets Total$173,089$164,651▼ $8,438
Liabilities
Other Liabilities$750,942$957,816▲ $206,874
Accounts Payable and Accrued Expenses$61,010$46,528▼ $14,482
Escrow Account Liability$51,849$34,680▼ $17,169
Total Liabilities$863,801$1,039,024▲ $175,223
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$564,765$614,606▲ $49,841
Total Net Assets Fund Balance$564,765$614,606▲ $49,841
Total Liabilities and Net Assets / Fund Balance$1,428,566$1,653,630▲ $225,064

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$70,873$223,591$294,464
Buildings$132,206$65,153$197,359
Other Assets Org$461--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Andrew MartinDirector
Maria PerezDirector
Martha ValenzuelaDirector
Mitzie McgavicDirector
Quinn JonesDirector
Sylvia ConkeyDirector
Victoria HaysDirector
Roberto San LuisBod - Secret
Eugene Heitman SrBod - Treasu
Terrance StewartBod - Vice P
Diana HarrisBOD = PRESID
Revenue and Support

Revenue Composition

Contributions and Grants
$779,117
Program Service Revenue
$637,297
Investment Income
$11,155
Other Revenue
$25,805
All Other Contributions
$779,117
Change in Net Assets
$49,841

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$142,205
Total Noncash Contributions1$142,205

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,453,374
Total Revenue per Audited Statements
$1,453,374
Total Revenue per Form 990
$1,453,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$873,751
Salaries, Compensation, and Employee Benefits$529,782
Total Fundraising Expense$58,427
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$338,886$36,840$31,808$407,534
Current Officers, Directors, Trustees, and Key Employees$69,125$7,406$5,760$82,291
Occupancy$52,388$9,687$7,253$69,328
Depreciation Depletion$509$64,348-$64,857
Office Expenses$33,834$832$6,063$40,729
Insurance$36,072--$36,072
Payroll Taxes$29,511$3,307$2,874$35,692
Travel$16,402-$2,624$19,026
Interest$10,488--$10,488
Advertising$7,300-$1,417$8,717
Fees for Services Accounting$7,039$576$237$7,852
Other Employee Benefits$3,874-$391$4,265
Fees for Services Other$1,391$70-$1,461
Other Expenses$93--$93
All Other Expenses$2$2-$4
Total Functional Expenses$1,222,038$123,068$58,427$1,403,533

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,403,533
Total Expenses per Audited Statements$1,403,533
Total Expenses per Form 990$1,403,533
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$25,805
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$25,805$25,805-$25,805
Total Events$25,805$25,805-$25,805
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contract Liability-restricted Funds$675,902
Notes Payable$171,916
Contract Liability - Land$79,000
Insurance Payable$26,178
Lease Liability$4,820
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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, Page 6, Part VI, Line 11B

The board of directors reviews the 990 and approves it for filing.

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

Policy on conflicts of interest a. Conflicts of interest: a direct or indirect personal gain for you or for an immediate family member as a result of habitat for humanity's ministry. Habitat for humanity defines "immediate family" as your spouse, parent, legal guardian, child, or sibling, your mother-in-law or father-in-law, your spouse's child or sibling, your son-in-law or daughter-in-law, or your grandparents and grandchildren. If you have any influence on, or interest in, transactions involving purchases, contracts, or leases by habitat for humanity, you must disclose this conflict of interest as soon as possible to your immediate supervisor and the board of directors. This will ensure that safeguards can be established to protect all parties. The possibility of direct or indirect personal gain occurs where you or your relative has a significant ownership in a firm with which habitat for humanity does business. Under no circumstances may you, an immediate family member, your business partner or any business in which you have a financial interest solicit or receive any kickback, bribe, favors,anything with monetary value in excess of 25 or special consideration from any person having business dealings involving habitat for humanity without express written consent of habitat for humanity. If you, an immediate family member, your business partner or any business in which you have a financial interest receives an unsolicited gift with a monetary value in excess of 25, you should contact your supervisor, the executive director or the president of the board immediately. Any such gifts is the property of habitat for humanity. You have an obligation to conduct business within guidelines that prevent actual or potential conflicts of interest. This policy establishes only the framwork within which habitat for humanity wishes its ministry to operate. The purpose of these guidelines is to provide general direction so that you can seek further clarification on issues related to conflicts ofinterest. B. Annual disclosure: directors, officers and staff shall disclose in writing to the board of directors any person to whom they are closely related or any organization with which they are affiliated who or which presently transacts business with the corporation or related entity or might reasonably be expected to do so in the future. Each disclosure shall be updated and resubmitted to the secretary of the board on an annual basis. An affiliation with an organization will be considered to exist when a director, officer, staff person or a member of his or her immediate family or close relative is an officer, director, trustee, partner, employee, or agent of the organization, or owns five percent of the voting stock or controlling interest in the organization, or has any other substantial interest or dealings with any organization transacting business with arcadia desoto county habitat for humanity, inc. ("habitat"). C. Transactions with habitat: (i) types of transactions a director, officer or staff person may have a conflict of interest when he or she or a related person (i.e., a relative by blood or marriage) has a direct or indirect financial or beneficial interest in a transaction involving habitat. The conflict arises when the direct or indirect interest would reasonably be expected to influence a director's or officer's judgement in any matter concerning habitat. A director, officer or staff person has a financial or beneficial interest when he or she or a related person: is a director, officer, general partner, agent or employee of an entity (other than habitat) transacting business with habitat. Controls one or more entities described above; or has a business relationship (i.e., as a general partner, principal, or employer) with a person transacting business with habitat. (ii) duties of directors: in addition to the annual disclosure, a director or officer is required (as a matter of law and of policy) to disclose to the board of dire

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

Salaried annual. Agreed by executive comm. Bod after review annually.

Form 990, Page 6, Part VI, Line 19

The governing documents of the organization are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Arcadia-desoto County Habitat for
EIN
59-3656661
Phone
8634944118
Address
PO BOX 2096, ARCADIA, FL 34265

Signing Officer

Name
Jennifer Bowser
Title
Exec Director
Phone
8634944118
Signed
2025-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diana Harris
Formed
2000
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
11
Employees
18
Volunteers
499

Preparer

Firm
Mcmillan Whiteman & Associates Pllc
Address
1107 W MARION AVE UNIT 115, PUNTA GORDA, FL 33950
Preparer
Geoffrey L Lorah
Phone
9416378884
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Our mission habitat for humanity works in partnership with god and people everywhere, from all walks of life, to develop communities with god's people in need by building and renovating houses so that there are decent houses in decent communities in which people can live and grow into all that god intended. Our goal to eliminate poverty housing and homelessness from the face of the earth by constructing and building adequate and basic housing. Furthermore, all of our words and actions are for the ultimate purpose of raising awareness in such a powerful way that poverty housing and homelessness become socially, politically, and religiously unacceptable in our country and throughout the world. Objectives: 1) demonstrate the love and teachings of jesus christ 2) advocate on behalf of those in need of decent shelter 3) focus on shelter by building and renovating simple, decent, affordable houses 4) engage broad community through inclusive leadership and diverse partnerships 5) promote dignity through full partnership with habitat homeowners and future home partners 6) promote transformational and sustainable community development

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

The organization collects escrow payments from the mortgage holders and remits these for insurance and taxes as required.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0OUR MISSION HABITAT FOR HUMANITY WORKS IN PARTNERSHIP WITH GOD AND PEOPLE EVERYWHERE, FROM ALL WALKS OF LIFE, TO DEVELOP COMMUNITIES WITH GOD'S PEOPLE IN NEED BY BUILDING AND RENOVATING HOUSES SO THAT THERE ARE DECENT HOUSES IN DECENT COMMUNITIES IN WHICH PEOPLE CAN LIVE AND GROW INTO ALL THAT GOD INTENDED. OUR GOAL TO ELIMINATE POVERTY HOUSING AND HOMELESSNESS FROM THE FACE OF THE EARTH BY CONSTRUCTING AND BUILDING ADEQUATE AND BASIC HOUSING. FURTHERMORE, ALL OF OUR WORDS AND ACTIONS ARE FOR THE ULTIMATE PURPOSE OF RAISING AWARENESS IN SUCH A POWERFUL WAY THAT POVERTY HOUSING AND HOMELESSNESS BECOME SOCIALLY, POLITICALLY, AND RELIGIOUSLY UNACCEPTABLE IN OUR COUNTRY AND THROUGHOUT THE WORLD. OBJECTIVES: 1) DEMONSTRATE THE LOVE AND TEACHINGS OF JESUS CHRIST 2) ADVOCATE ON BEHALF OF THOSE IN NEED OF DECENT SHELTER 3) FOCUS ON SHELTER BY BUILDING AND RENOVATING SIMPLE, DECENT, AFFORDABLE HOUSES 4) ENGAGE BROAD COMMUNITY THROUGH INCLUSIVE LEADERSHIP AND DIVERSE PARTNERSHIPS 5) PROMOTE DIGN
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION COLLECTS ESCROW PAYMENTS FROM THE MORTGAGE HOLDERS AND REMITS THESE FOR INSURANCE AND TAXES AS REQUIRED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR MISSION HABITAT FOR HUMANITY WORKS IN PARTNERSHIP WITH GOD AND PEOPLE EVERYWHERE, FROM ALL WALKS OF LIFE, TO DEVELOP COMMUNITIES WITH GOD'S PEOPLE IN NEED BY BUILDING AND RENOVATING HOUSES SO THAT THERE ARE DECENT HOUSES IN DECENT COMMUNITIES IN WHICH PEOPLE CAN LIVE AND GROW INTO ALL THAT GOD INTENDED. OUR GOAL TO ELIMINATE POVERTY HOUSING AND HOMELESSNESS FROM THE FACE OF THE EARTH BY CONSTRUCTING AND BUILDING ADEQUATE AND BASIC HOUSING. FURTHERMORE, ALL OF OUR WORDS AND ACTIONS ARE FOR THE ULTIMATE PURPOSE OF RAISING AWARENESS IN SUCH A POWERFUL WAY THAT POVERTY HOUSING AND HOMELESSNESS BECOME SOCIALLY, POLITICALLY, AND RELIGIOUSLY UNACCEPTABLE IN OUR COUNTRY AND THROUGHOUT THE WORLD. OBJECTIVES: 1) DEMONSTRATE THE LOVE AND TEACHINGS OF JESUS CHRIST 2) ADVOCATE ON BEHALF OF THOSE IN NEED OF DECENT SHELTER 3) FOCUS ON SHELTER BY BUILDING AND RENOVATING SIMPLE, DECENT, AFFORDABLE HOUSES 4) ENGAGE BROAD COMMUNITY THROUGH INCLUSIVE LEADERSHIP AND DIVERSE PARTNERSHIPS 5) PROMOTE DIGNITY THROUGH FULL PARTNERSHIP WITH HABITAT HOMEOWNERS AND FUTURE HOME PARTNERS 6) PROMOTE TRANSFORMATIONAL AND SUSTAINABLE COMMUNITY DEVELOPMENT

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