Form 990 for tax year 2024
Filed by HABITAT FOR HUMANITY OF LEE & HENDRY COUNTIES INC.
Totals
- Total revenue
- $30,476,318
- Total expenses
- $32,074,495
- Contributions and grants received
- $18,189,735
- Grants paid
- $0
- Program service revenue
- $11,196,805
- Investment income
- $543,695
- Other revenue
- $546,083
- Total assets, end of year
- $44,658,320
- Total liabilities, end of year
- $11,462,445
- Net assets or fund balances, end of year
- $33,195,875
- Program services expenses (Part IX)
- $29,504,449
- Management and general expenses
- $1,770,978
- Fundraising expenses
- $799,068
- Program service expenses (Part III)
- $29,504,449
Program services were 92.0% 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
$594,931
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$7,793,206
-
1f · All other contributions, gifts and grants
$9,801,598
-
1g · Noncash contributions included above
$4,796,703
-
2a · Program service revenue: Habitat First Mortgage
total $6,933,554 · related or exempt $6,933,554
-
2b · Program service revenue: Restore Sales
total $3,612,464 · related or exempt $3,612,464
-
2c · Program service revenue: Mortgage Interest
total $537,528 · related or exempt $537,528
-
2d · Program service revenue: Other Program Revenue
total $6,233 · related or exempt $6,233
-
2e · Program service revenue: Application Fees
total $107,026 · related or exempt $107,026
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $4,095 · excluded $4,095
-
6a · Gross rents
real property $344,430
-
6c · Rental income or loss
real property $344,430 · personal property $0
-
6d · Net rental income or loss
total $344,430 · related or exempt $344,430
-
7a · Gross sales of assets other than inventory
other assets $652,281
-
7b · Less cost or other basis and sales expenses
other assets $112,681
-
7c · Gain or loss
securities $0 · other assets $539,600
-
7d · Net gain or loss
total $539,600 · excluded $539,600
-
8a · Fundraising events: gross income
$12,790
-
8a · Fundraising events: contributions included on line 1c
$594,931
-
8b · Fundraising events: direct expenses
$78,405
-
8c · Net income from fundraising events
total -$65,615 · excluded -$65,615
-
9a · Gaming: gross income
$275,746
-
9b · Gaming: direct expenses
$8,478
-
9c · Net income from gaming
total $267,268 · excluded $267,268
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $491,560 · program services $387,797 · management and general $79,185 · fundraising $24,578
-
7 · Other salaries and wages
total $4,603,674 · program services $3,643,818 · management and general $454,917 · fundraising $504,939
-
9 · Other employee benefits
total $1,292,473 · program services $1,085,430 · management and general $98,910 · fundraising $108,133
-
11b · Fees: legal
total $105,129 · management and general $105,129
-
11c · Fees: accounting
total $76,575 · management and general $76,575
-
11g · Fees: other
total $280,092 · program services $11,495 · management and general $238,554 · fundraising $30,043
-
12 · Advertising and promotion
total $14,916 · program services $13,802 · fundraising $1,114
-
13 · Office expenses
total $408,057 · program services $350,164 · management and general $5,538 · fundraising $52,355
-
14 · Information technology
total $244,947 · program services $208,416 · fundraising $36,531
-
16 · Occupancy
total $1,349,551 · program services $977,255 · management and general $371,421 · fundraising $875
-
17 · Travel
total $7,263 · program services $7,263
-
19 · Conferences, conventions and meetings
total $24,896 · program services $19,342 · fundraising $5,554
-
20 · Interest
total $424,353 · program services $154,576 · management and general $269,777
-
22 · Depreciation, depletion and amortization
total $252,492 · program services $219,631 · management and general $32,861
-
23 · Insurance
total $222,864 · program services $180,032 · management and general $31,968 · fundraising $10,864
-
24a · Other expenses: Cost of Home Constructi
total $17,157,128 · program services $17,157,128
-
24b · Other expenses: Cost of Donated Materia
total $3,612,464 · program services $3,612,464
-
24c · Other expenses: Repairs & Maintenance
total $1,056,710 · program services $1,051,421 · management and general $5,289
-
24d · Other expenses: Vehicle Expense
total $235,507 · program services $234,653 · management and general $854
-
24e · All other expenses
total $213,844 · program services $189,762 · management and general $0 · fundraising $24,082
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,297,901 · end of year $882,811
-
2 · Savings and temporary cash investments
beginning of year $237,762 · end of year $287,707
-
3 · Pledges and grants receivable
beginning of year $474,896 · end of year $1,279,508
-
4 · Accounts receivable
beginning of year $33,518 · end of year $371,006
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $16,624,014 · end of year $20,102,451
-
8 · Inventories for sale or use
beginning of year $33,387 · end of year $24,468
-
9 · Prepaid expenses and deferred charges
beginning of year $78,891 · end of year $198,613
-
10a · Land, buildings and equipment: cost or other basis
$3,771,573
-
10b · Land, buildings and equipment: accumulated depreciation
$2,072,882
-
10c · Land, buildings and equipment, net
beginning of year $2,297,449 · end of year $1,698,691
-
11 · Investments: publicly traded securities
beginning of year $63,317 · end of year $54,700
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $25,349,715 · end of year $19,758,365
-
17 · Accounts payable and accrued expenses
beginning of year $1,809,852 · end of year $1,673,323
-
21 · Escrow or custodial account liability
beginning of year $129,148 · end of year $69,348
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $6,695,436 · end of year $7,723,150
-
24 · Unsecured notes and loans payable
beginning of year $500,000 · end of year $500,000
-
25 · Other liabilities
beginning of year $2,565,101 · end of year $1,496,624
-
27 · Net assets without donor restrictions
beginning of year $33,475,729 · end of year $33,042,211
-
28 · Net assets with donor restrictions
beginning of year $1,315,584 · end of year $153,664
Mission and programs · 2024
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 of Lee & Hendry Counties, Inc. adheres to a strict non-proselytizing policy and will not offer assistance on the expressed or implied condition that people must 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)
Seeking to put God's love into action, Habitat for Humanity brings people together to build homes, communities and hope.
-
In the fiscal year that ended June 30, 2025, Habitat sold 62 homes to low-income families utilizing low or no-interest mortgages with payments totaling approximately 30% or less of their income. An estimated 1,616 volunteers assisted in our mission of building and delivering affordable homes.
Expenses $19,815,215 · Revenue $7,277,984
-
Habitat's ReStore 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 public at greatly reduced costs. Homeowners are given a discount at the store. Businesses and individuals donate new and used items to the stores. Homeowners and others volunteer in the stores to gain hours toward their sweat equity requirement and to keep the operating expenses as low as possible. During the Fiscal Year, there were an estimated 262 volunteers who assisted with our ReStores in various activities.
Expenses $6,920,329 · Revenue $3,612,464
-
Habitat provides families with counseling services geared towards homeownership, debt management and foreclosure prevention. During the fiscal year ending June 30, 2025, Habitat provided counseling to 731 families.
Expenses $2,768,905 · Revenue $650,787
As filed on the 2024 return.
Listed in Part VII
-
John Hill
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Marion Briggs
Vice Chair
- Total calculated
- $0
- Hours/week
- 2
-
Sandra Stilwell Youngquist
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Vicki Cooper
Chair
- Total calculated
- $0
- Hours/week
- 2
-
Amanda Barritt
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ashleigh Droz
Director
- Total calculated
- $0
- Hours/week
- 1
-
Claudie Delgado-Feeney
Director
- Total calculated
- $0
- Hours/week
- 1
-
Diana Giraldo
Director
- Total calculated
- $0
- Hours/week
- 1
-
Gary Griffin
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ginny Dickerson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Heather Turco
Director
- Total calculated
- $0
- Hours/week
- 1
-
Hugo Vargas
Director
- Total calculated
- $0
- Hours/week
- 1
-
Hunter Ward
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ivette Galarza
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jesse Purdon
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Talmage
Director
- Total calculated
- $0
- Hours/week
- 1
-
Matthew Zwack
Director
- Total calculated
- $0
- Hours/week
- 1
-
Selynto Anderson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tiffany Williams
Director
- Total calculated
- $0
- Hours/week
- 1
-
Will Prather
Director
- Total calculated
- $0
- Hours/week
- 1
-
Becky Lucas
CEO
- Total calculated
- $195,744
- From this org
- $162,396
- From related orgs
- $0
- Other
- $33,348
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $158,394
- Bonus
- $0
- Other
- $4,002
- Deferred
- $11,553
- Nontaxable benefits
- $21,795
- Filer's total
- $195,744
-
John O'Donnell
CFO
- Total calculated
- $156,592
- From this org
- $146,672
- From related orgs
- $0
- Other
- $9,920
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,072
- Bonus
- $10,000
- Other
- $600
- Deferred
- $8,860
- Nontaxable benefits
- $1,060
- Filer's total
- $156,592
-
Tanya Soholt
COO
- Total calculated
- $154,554
- From this org
- $144,544
- From related orgs
- $0
- Other
- $10,010
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,944
- Bonus
- $10,000
- Other
- $3,600
- Deferred
- $8,950
- Nontaxable benefits
- $1,060
- Filer's total
- $154,554
-
Tammy Moran
VP of Retail
- Total calculated
- $118,500
- From this org
- $112,250
- From related orgs
- $0
- Other
- $6,250
- 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 · Compensation committee
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 7 Non-fixed payments
- Bonuses are issued based on organization and individual performance goals. Amounts are determined by the Executive Committee each year and approved by the Board of Directors.
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.
-
Habitat Carolina LLC
Future Development · FL · income $0 · assets $0
Directly controlled by Habitat for Humanity of Lee & Hendry Counties Inc
-
Habitat Diplomat LLC
Future Development · FL · income $0 · assets $216,079
Directly controlled by Habitat for Humanity of Lee & Hendry Counties Inc
-
Habitat Diplomat North LLC
Future Development · FL · income $0 · assets $1,571,731
Directly controlled by Habitat for Humanity of Lee & Hendry Counties Inc
-
Habitat for Humanity of Lee & Hendry Counties Community Housing Development
Grants · FL · income $0 · assets $0
Directly controlled by Habitat for Humanity of Lee & Hendry Counties Inc
-
Habitat Harlem Heights LLC
Future Development · FL · income $0 · assets $4,695,344
Directly controlled by Habitat for Humanity of Lee & Hendry Counties Inc
-
Habitat McNeil LLC
Future Development · FL · income $0 · assets $1,670,039
Directly controlled by Habitat for Humanity of Lee & Hendry Counties Inc
-
Habitat Tice LLC
Future Development · FL · income $0 · assets $1,848,567
Directly controlled by Habitat for Humanity of Lee & Hendry Counties Inc
-
HFHLCH Funding Company I LLC
Mortgage Sales · FL · income $0 · assets $0
Directly controlled by Habitat for Humanity of Lee & Hendry Counties Inc
-
Majorca Palms LLC
Rental Units · FL · income $0 · assets $0
Directly controlled by Habitat for Humanity of Lee & Hendry Counties Inc
-
Prospect Habitat LLC
Future Development · FL · income $0 · assets $0
Directly controlled by Habitat for Humanity of Lee & Hendry Counties Inc
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
Partnership Place Homeowners Association Inc
C Corporation · HOA · FL · 100% owned · share of income $0 · share of assets $0
Directly controlled by None
-
McNeill Village Homeowners Association Inc
C Corporation · HOA · FL · 100% owned · share of income $0 · share of assets $1,670,039
Directly controlled by None
-
Carolina Greyhound Square POA Inc
C Corporation · HOA · FL · 100% owned · share of income $0 · share of assets $0
Directly controlled by None
-
Prospect Ave Homeowners Association
C Corporation · HOA · FL · 100% owned · share of income $0 · share of assets $0
Directly controlled by None
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 21 February 2026
- IRS schema version
- 2024v5.1
- Source object
- 202630529349300708
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