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Nonprofiteer
← MILWAUKEE HABITAT FOR HUMANITY

Form 990 for tax year 2023

Filed by MILWAUKEE HABITAT FOR HUMANITY.

Totals

Total revenue
$20,320,141
Total expenses
$16,842,875
Contributions and grants received
$12,819,384
Grants paid
$321,600
Program service revenue
$6,673,145
Investment income
$51,996
Other revenue
$775,616
Total assets, end of year
$39,506,966
Total liabilities, end of year
$12,112,003
Net assets or fund balances, end of year
$27,394,963
Program services expenses (Part IX)
$15,199,129
Management and general expenses
$855,404
Fundraising expenses
$788,342
Program service expenses (Part III)
$15,199,129

Program services were 90.2% 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

    $82,189

  • 1e · Government grants (contributions)

    $4,881,180

  • 1f · All other contributions, gifts and grants

    $7,856,015

  • 1g · Noncash contributions included above

    $3,610,953

  • 2a · Program service revenue: RESTORE SALES

    total $3,213,595 · related or exempt $3,213,595

  • 2b · Program service revenue: HOME SALES

    total $2,994,555 · related or exempt $2,994,555

  • 2c · Program service revenue: MORTGAGE AMORTIZATION

    total $372,874 · related or exempt $372,874

  • 2d · Program service revenue: HOME REPAIR

    total $92,121 · related or exempt $92,121

  • 3 · Investment income

    total $78,118 · excluded $78,118

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

    securities $118 · other assets $26,004

  • 7c · Gain or loss

    securities -$118 · other assets -$26,004

  • 7d · Net gain or loss

    total -$26,122 · excluded -$26,122

  • 8a · Fundraising events: gross income

    $635,343

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

    $82,189

  • 8b · Fundraising events: direct expenses

    $124,380

  • 8c · Net income from fundraising events

    total $510,963 · excluded $510,963

  • 10a · Gross sales of inventory

    $672,297

  • 10b · Cost of goods sold

    $458,178

  • 10c · Net income from sales of inventory

    total $214,119 · excluded $214,119

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $26,330 · related or exempt $26,330

  • 11b · Other revenue: AMORTIZATION OF DEFERRED REVENUE

    total $24,204 · related or exempt $24,204

  • 11e · Other revenue, total

    $50,534

Functional expenses

Part IX, the statement of functional expenses.

  • 3 · Grants to foreign organizations and individuals

    total $321,600 · program services $321,600

  • 5 · Compensation of officers, directors and key employees

    total $348,033 · program services $254,018 · management and general $46,253 · fundraising $47,762

  • 7 · Other salaries and wages

    total $3,732,920 · program services $2,724,533 · management and general $496,099 · fundraising $512,288

  • 9 · Other employee benefits

    total $380,887 · program services $277,997 · management and general $50,619 · fundraising $52,271

  • 10 · Payroll taxes

    total $327,451 · program services $238,995 · management and general $43,518 · fundraising $44,938

  • 11c · Fees: accounting

    total $39,050 · management and general $39,050

  • 11g · Fees: other

    total $535,875 · program services $535,875

  • 12 · Advertising and promotion

    total $149,341 · program services $128,502 · fundraising $20,839

  • 13 · Office expenses

    total $125,221 · program services $90,581 · management and general $10,467 · fundraising $24,173

  • 14 · Information technology

    total $165,141 · program services $128,349 · management and general $22,075 · fundraising $14,717

  • 16 · Occupancy

    total $824,196 · program services $801,769 · management and general $14,951 · fundraising $7,476

  • 17 · Travel

    total $50,631 · program services $25,162 · management and general $13,242 · fundraising $12,227

  • 20 · Interest

    total $61,451 · program services $52,295 · management and general $9,156

  • 22 · Depreciation, depletion and amortization

    total $251,357 · program services $247,411 · management and general $1,973 · fundraising $1,973

  • 23 · Insurance

    total $330,100 · program services $287,368 · management and general $40,061 · fundraising $2,671

  • 24a · Other expenses: COST OF HOME SALES/CONS

    total $5,239,822 · program services $5,239,822

  • 24b · Other expenses: RESTORE COST OF SALES

    total $3,180,400 · program services $3,180,400

  • 24c · Other expenses: VALUATION ADJUSTMENT

    total $222,000 · program services $222,000

  • 24d · Other expenses: SALES TAX

    total $204,708 · program services $204,708

  • 24e · All other expenses

    total $352,691 · program services $237,744 · management and general $67,940 · fundraising $47,007

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,570,720 · end of year $6,630,146

  • 3 · Pledges and grants receivable

    beginning of year $2,106,234 · end of year $3,323,022

  • 4 · Accounts receivable

    beginning of year $4,384 · end of year $6,385

  • 7 · Other notes and loans receivable

    beginning of year $3,826,496 · end of year $3,664,454

  • 8 · Inventories for sale or use

    beginning of year $3,128,268 · end of year $6,208,326

  • 9 · Prepaid expenses and deferred charges

    beginning of year $85,568 · end of year $228,433

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

    $4,906,425

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

    $1,568,477

  • 10c · Land, buildings and equipment, net

    beginning of year $3,554,384 · end of year $3,337,948

  • 11 · Investments: publicly traded securities

    beginning of year $8,571,690 · end of year $7,280,538

  • 13 · Investments: program-related

    beginning of year $1,335,241 · end of year $4,142,563

  • 14 · Intangible assets

    beginning of year $89,097 · end of year $262,331

  • 15 · Other assets

    beginning of year $2,372,459 · end of year $4,422,820

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,267,863 · end of year $1,294,520

  • 19 · Deferred revenue

    beginning of year $118,359 · end of year $368,021

  • 23 · Secured mortgages and notes payable

    beginning of year $1,919,267 · end of year $7,392,875

  • 24 · Unsecured notes and loans payable

    beginning of year $277,532 · end of year $340,922

  • 25 · Other liabilities

    beginning of year $1,952,789 · end of year $2,715,665

  • 27 · Net assets without donor restrictions

    beginning of year $20,832,001 · end of year $23,735,825

  • 28 · Net assets with donor restrictions

    beginning of year $2,276,730 · end of year $3,659,138

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. MILWAUKEE HABITAT FOR HUMANITY 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)

MILWAUKEE HABITAT FOR HUMANITY PUTS GOD'S LOVE INTO ACTION BY BRINGING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES, AND HOPE.

  • FOR 40 YEARS, MILWAUKEE HABITAT FOR HUMANITY HAS REVITALIZED NEIGHBORHOODS BY PROVIDING SAFE, DECENT AND AFFORDABLE HOMEOWNERSHIP FOR HARDWORKING FAMILIES. OUR COMMUNITY OF VOLUNTEERS HAS BUILT, RENOVATED AND REPAIRED OVER 1,500 HOMES. THIS YEAR, 30 NEW HOMES WERE BUILT, 2 HOMES WERE REHABILITATED, 42 FAMILIES RECEIVED CRITICAL REPAIRS TO THEIR HOMES AND HUNDREDS OF OTHER MILWAUKEE RESIDENTS BENEFITTED FROM COMMUNITY DEVELOPMENT PROJECTS.

    Expenses $11,780,503 · Grants $321,600 · Revenue $3,417,963

  • MILWAUKEE HABITAT RESTORES ACCEPT DONATIONS OF NEW AND SALEABLE USED BUILDING MATERIALS AND HOME FURNISHINGS, MOST OF WHICH WOULD OTHERWISE BE PLACED IN A LANDFILL. SOME MATERIALS ARE USED TO BUILD AND RENOVATE HOMES AND THE REST IS SOLD TO THE PUBLIC AT 50-70% OFF THE RETAIL PRICE. THIS YEAR, THE NET PROFITS FROM THE MILWAUKEE HABITAT RESTORES PROVIDED ENOUGH INCOME TO BUILD TWO HOMES.

    Expenses $3,180,400 · Revenue $3,213,595

  • HOME PRESERVATION PROGRAM: OUR HOME PRESERVATION PROGRAM IS AN OUTREACH INITIATIVE THAT SEEKS TO PROVIDE A WIDE RANGE OF OPPORTUNITIES FOR LOW- TO MODERATE-INCOME HOMEOWNERS, INCLUDING VETERANS AND SENIORS, WHO ARE STRUGGLING TO MAINTAIN THEIR HOMES BECAUSE OF AGE, DISABILITY OR FAMILY CIRCUMSTANCES. WE PARTNER WITH FAMILIES TO HELP THEM RECLAIM THEIR HOMES WITH PRIDE AND DIGNITY. THE PROGRAM ALLOWS FAMILIES TO STAY IN THEIR HOME AND AVOID THE UNCERTAINTY, TRAUMA AND EXPENSE OF MOVING. PROJECTS CONSIST OF INTERIOR AND/OR EXTERIOR REPAIRS INTENDED TO ALLEVIATE CRITICAL HEALTH, LIFE AND SAFETY ISSUES OR CODE VIOLATIONS. VOLUNTEER TEAMS WORK ALONG WITH SUBCONTRACTORS UNDER THE DIRECTION OF MILWAUKEE HABITAT FOR HUMANITY STAFF MEMBERS TO COMPLETE REPAIRS.

    Expenses $238,226 · Revenue $92,121

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

Listed in Part VII

  • Brian Wickert

    MEMBER (EX-OFFICIO)

    Total calculated
    $0
    Hours/week
    2

  • Johanna Jimenez

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Julia Savich

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Andrea Golvach

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Matt Barkow

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Mike Boeder

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Evann Derus

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Chino Imediegwu

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Terry Kurtenbach

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Audrey Morrow

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Noaman Sharief

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Brie Skolaski

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Yollande Tchouapi

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Langston Verdin

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Portia Young

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jaquilla Allen

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Amanda Berndt

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Sal Miosi

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Ahmed Quereshi

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Brian Sonderman

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $187,844
    From this org
    $172,507
    From related orgs
    $0
    Other
    $15,337
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,507
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $15,337
    Filer's total
    $187,844

  • Craig Hahn

    CHIEF FINANCIAL OFFICER-BEGAN 11/23

    Total calculated
    $9,460
    From this org
    $9,460
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Patrick Keller

    DIR. OF FIN & ADMIN.-LEFT 2/24

    Total calculated
    $98,541
    From this org
    $93,107
    From related orgs
    $0
    Other
    $5,434
    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

None.

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.

  • EMPOWER INVESTMENTS LLC

    HOUSING · WI · income $147,571 · assets $506,250

    Directly controlled by MILWAUKEE HABITAT FOR HUMANITY INC

Provenance

Return type
form_990
Tax year
2023
Filed
28 March 2025
IRS schema version
2023v6.0
Source object
202501019349301435

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