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Nonprofiteer
← HABITAT FOR HUMANITY PORTLAND METRO EAST

Form 990 for tax year 2023

Filed by HABITAT FOR HUMANITY PORTLAND METRO EAST.

Totals

Total revenue
$29,140,113
Total expenses
$29,253,672
Contributions and grants received
$18,462,610
Grants paid
$0
Program service revenue
$9,819,204
Investment income
$359,885
Other revenue
$498,414
Total assets, end of year
$59,654,760
Total liabilities, end of year
$24,033,289
Net assets or fund balances, end of year
$35,621,471
Program services expenses (Part IX)
$25,222,970
Management and general expenses
$1,807,690
Fundraising expenses
$2,223,012
Program service expenses (Part III)
$25,222,970

Program services were 86.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $895,535

  • 1e · Government grants (contributions)

    $9,482,706

  • 1f · All other contributions, gifts and grants

    $8,084,369

  • 1g · Noncash contributions included above

    $4,400,410

  • 2a · Program service revenue: SALES OF HOMES

    total $9,685,780 · related or exempt $9,685,780

  • 2b · Program service revenue: AMORTIZATION INCOME

    total $133,424 · related or exempt $133,424

  • 3 · Investment income

    total $353,285 · excluded $353,285

  • 7a · Gross sales of assets other than inventory

    other assets $6,600

  • 7b · Less cost or other basis and sales expenses

    other assets $0

  • 7c · Gain or loss

    other assets $6,600

  • 7d · Net gain or loss

    total $6,600 · excluded $6,600

  • 8a · Fundraising events: gross income

    $111,262

  • 8a · Fundraising events: contributions included on line 1c

    $895,535

  • 8b · Fundraising events: direct expenses

    $231,673

  • 8c · Net income from fundraising events

    total -$120,411 · excluded -$120,411

  • 10a · Gross sales of inventory

    $5,102,181

  • 10b · Cost of goods sold

    $4,604,641

  • 10c · Net income from sales of inventory

    total $497,540 · excluded $497,540

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $121,285 · related or exempt $121,285

  • 11e · Other revenue, total

    $121,285

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $500,047 · program services $183,311 · management and general $225,084 · fundraising $91,652

  • 7 · Other salaries and wages

    total $6,834,422 · program services $4,983,847 · management and general $410,695 · fundraising $1,439,880

  • 8 · Pension plan contributions

    total $148,480 · program services $111,192 · management and general $9,069 · fundraising $28,219

  • 9 · Other employee benefits

    total $846,967 · program services $620,355 · management and general $64,609 · fundraising $162,003

  • 10 · Payroll taxes

    total $680,232 · program services $487,513 · management and general $63,703 · fundraising $129,016

  • 11g · Fees: other

    total $665,107 · program services $196,119 · management and general $287,658 · fundraising $181,330

  • 12 · Advertising and promotion

    total $174,352 · management and general $174,352

  • 13 · Office expenses

    total $121,318 · program services $78,877 · management and general $35,596 · fundraising $6,845

  • 14 · Information technology

    total $343,354 · program services $71,421 · management and general $186,002 · fundraising $85,931

  • 16 · Occupancy

    total $1,069,861 · program services $1,065,691 · fundraising $4,170

  • 17 · Travel

    total $148,586 · program services $129,237 · management and general $13,337 · fundraising $6,012

  • 20 · Interest

    total $150,697 · program services $143,162 · management and general $7,535

  • 21 · Payments to affiliates

    total $405,184 · program services $405,184

  • 22 · Depreciation, depletion and amortization

    total $102,066 · program services $47,193 · management and general $54,873

  • 23 · Insurance

    total $172,760 · program services $59,586 · management and general $113,174

  • 24a · Other expenses: COST OF HOMES SOLD

    total $16,184,853 · program services $16,184,853

  • 24b · Other expenses: HOME REPAIRS

    total $255,746 · program services $255,746

  • 24e · All other expenses

    total $449,640 · program services $199,683 · management and general $162,003 · fundraising $87,954

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,731,799 · end of year $2,936,809

  • 2 · Savings and temporary cash investments

    beginning of year $9,264,555 · end of year $8,621,952

  • 3 · Pledges and grants receivable

    beginning of year $874,261 · end of year $441,484

  • 7 · Other notes and loans receivable

    beginning of year $2,950,343 · end of year $2,717,860

  • 9 · Prepaid expenses and deferred charges

    beginning of year $112,097 · end of year $108,590

  • 10a · Land, buildings and equipment: cost or other basis

    $2,297,783

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,285,870

  • 10c · Land, buildings and equipment, net

    beginning of year $978,034 · end of year $1,011,913

  • 11 · Investments: publicly traded securities

    beginning of year $1,369,435 · end of year $1,480,117

  • 12 · Investments: other securities

    beginning of year $2,176,680 · end of year $2,176,680

  • 15 · Other assets

    beginning of year $39,710,130 · end of year $40,159,355

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,707,559 · end of year $2,421,032

  • 19 · Deferred revenue

    beginning of year $501,658 · end of year $170,821

  • 23 · Secured mortgages and notes payable

    beginning of year $19,322,285 · end of year $16,378,016

  • 25 · Other liabilities

    beginning of year $3,900,802 · end of year $5,063,420

  • 27 · Net assets without donor restrictions

    beginning of year $35,030,117 · end of year $34,795,749

  • 28 · Net assets with donor restrictions

    beginning of year $704,913 · end of year $825,722

Mission and programs · 2023

Mission

SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE TO REALIZE OUR VISION OF A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE. HABITAT FOR HUMANITY PORTLAND REGION ADHERES TO A STRICT NON-PROSELYTIZING POLICY AND WILL NOT BASE AN OFFER OF ASSISTANCE ON THE EXPRESSED OR IMPLIED CONDITION THAT PEOPLE ADHERE TO OR CONVERT TO A PARTICULAR FAITH OR LISTEN AND RESPOND TO MESSAGING DESIGNED TO INDUCE CONVERSION TO A PARTICULAR FAITH.

Activities or mission (Part I)

HABITAT FOR HUMANITY PORTLAND REGION WORKS WITH QUALIFIED, DESERVING FAMILIES TO HELP THEM REALIZE THE DREAM OF OWNING THEIR OWN HOME. WE BUILD STRENGTH, STABILITY, AND SELF-RELIANCE THROUGH AFFORDABLE HOUSING.

  • HOMEOWNERSHIP PROGRAM:FAMILIES IN NEED OF A DECENT PLACE TO LIVE BUILD SAFE AND AFFORDABLE HOMES IN PARTNERSHIP WITH US. HABITAT HOUSES ARE MODESTLY SIZED. THEY ARE LARGE ENOUGH FOR THE HOMEOWNER FAMILY'S NEEDS, BUT SMALL ENOUGH TO KEEP CONSTRUCTION AND MAINTENANCE COSTS AFFORDABLE. BY USING THE LABOR OF VOLUNTEERS AND PROSPECTIVE HOMEOWNERS, EMPLOYING EFFICIENT BUILDING METHODS, KEEPING HOUSE SIZES MODEST, USING DONATED CONSTRUCTION MATERIALS AND APPLIANCES, AND ISSUING NOPROFIT LOANS, HABITAT MAKES ITS HOUSES AFFORDABLE FOR LOW-INCOME FAMILIES TO PURCHASE. AFFORDABLE HOMEOWNERSHIP HELPS CREATE THE CONDITIONS THAT FREE FAMILIES FROM INSTABILITY, STRESS AND FEAR AND ENCOURAGE SELF-RELIANCE AND CONFIDENCE. (SEE CONTINUATION ON SCHEDULE O). STUDIES SHOW THAT STRONG AND STABLE HOUSEHOLDS ARE FOUNDATIONAL TO CHILD DEVELOPMENT AND GROWTH. WHEN A HOME FOSTERS INSTEAD OF HINDERS HEALTH AND SAFETY, FAMILIES CAN FLOURISH. OWNING AN AFFORDABLE HOME ALSO ALLOWS HOMEOWNERS TO LIFT UP THEIR ENTIRE FAMILY BY SAVING FOR THEIR FUTURES AND INVESTING IN EDUCATIONAL OPPORTUNITIES, BOLSTERING JOB OPPORTUNITIES AND LONG-TERM CAREER GROWTH. DURING FISCAL YEAR 2024, HABITAT FOR HUMANITY PORTLAND REGION SOLD 48 AFFORDABLE HOMES TO FAMILIES.

    Expenses $20,768,070 · Revenue $9,911,396

  • THE ORGANIZATION OPERATES RETAIL STORES THAT SELL DONATED BUILDING MATERIALS TO THE PUBLIC. NET PROCEEDS ARE USED TOWARDS THE ORGANIZATION'S MISSION.

    Expenses $4,454,900 · Revenue $29,093

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • KABIR BHATIA

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JIM WOODRUFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JULIE FRANTZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILL BURTON

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • KIMBERLY CULBERTSON

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • GAIL BAKER

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • JON BOWDOIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GLEN FAHS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN FAKO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MIKE KONDRAT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AURORA TERRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK WALLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NANCY LEE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • ZOEE POWERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ISAAC DIXON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH ENGLISH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TARA MARSHALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFF NICHOLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • OLIVIA ALCAIRE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • VICTOR MILLAN-SIMPKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE NOVICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE MESSINETTI

    PRESIDENT & CEO

    Total calculated
    $207,661
    From this org
    $192,838
    From related orgs
    $0
    Other
    $14,823
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,838
    Bonus
    $0
    Other
    $0
    Deferred
    $5,803
    Nontaxable benefits
    $9,020
    Filer's total
    $207,661

  • BRENDON CONNELLY

    COO

    Total calculated
    $155,331
    From this org
    $142,220
    From related orgs
    $0
    Other
    $13,111
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,220
    Bonus
    $0
    Other
    $0
    Deferred
    $4,267
    Nontaxable benefits
    $8,844
    Filer's total
    $155,331

  • OLIMPIA TRUSTY-SOJKA

    VP FINANCE

    Total calculated
    $122,918
    From this org
    $106,944
    From related orgs
    $0
    Other
    $15,974
    Hours/week
    40

  • BECKY WHITE

    VP CONSTRUCTION

    Total calculated
    $133,099
    From this org
    $120,758
    From related orgs
    $0
    Other
    $12,341
    Hours/week
    40

  • ERIKA KENNEL

    VP RESOURCE DEVELOPMENT

    Total calculated
    $134,369
    From this org
    $121,999
    From related orgs
    $0
    Other
    $12,370
    Hours/week
    40

  • JULIE CARTER

    VP RETAIL OPERATIONS

    Total calculated
    $136,879
    From this org
    $121,113
    From related orgs
    $0
    Other
    $15,766
    Hours/week
    40

  • MATINA KAUFFMAN

    VP HOMEOWNERSHIP

    Total calculated
    $128,061
    From this org
    $114,369
    From related orgs
    $0
    Other
    $13,692
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • HFHPME COMPANY LLC

    OBTAIN FINANCING · OR · assets $538,071

    Directly controlled by HABITAT FOR HUMANITY PORTLAND REGION

  • HFHPME COMPANY II LLC

    OBTAIN FINANCING · OR · assets $1,319,481

    Directly controlled by HABITAT FOR HUMANITY PORTLAND REGION

Provenance

Return type
form_990
Tax year
2023
Filed
27 March 2025
IRS schema version
2023v6.0
Source object
202520869349300337

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