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Nonprofiteer
← HABITAT FOR HUMANITY METROWEST - GREATER WORCESTER INC

Form 990 for tax year 2023

Filed by HABITAT FOR HUMANITY METROWEST - GREATER WORCESTER INC.

Totals

Total revenue
$4,775,827
Total expenses
$3,841,202
Contributions and grants received
$3,241,819
Grants paid
$0
Program service revenue
$1,149,070
Investment income
$187,377
Other revenue
$197,561
Total assets, end of year
$10,304,115
Total liabilities, end of year
$3,742,407
Net assets or fund balances, end of year
$6,561,708
Program services expenses (Part IX)
$3,097,999
Management and general expenses
$330,200
Fundraising expenses
$413,003
Program service expenses (Part III)
$3,097,999

Program services were 80.7% 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.

  • 1e · Government grants (contributions)

    $496,263

  • 1f · All other contributions, gifts and grants

    $2,745,556

  • 1g · Noncash contributions included above

    $1,842,040

  • 2a · Program service revenue: HOME SALES

    total $1,020,850 · related or exempt $1,020,850

  • 2b · Program service revenue: MORTGAGE DISCOUNT

    total $128,220 · related or exempt $128,220

  • 3 · Investment income

    total $187,377 · related or exempt $187,377

  • 8a · Fundraising events: gross income

    $178,831

  • 8b · Fundraising events: direct expenses

    $24,706

  • 8c · Net income from fundraising events

    total $154,125 · excluded $154,125

  • 10a · Gross sales of inventory

    $34,328

  • 10b · Cost of goods sold

    $25,425

  • 10c · Net income from sales of inventory

    total $8,903 · excluded $8,903

  • 11a · Other revenue: EQUITY REIMBURSEMENT

    total $32,500 · excluded $32,500

  • 11b · Other revenue: LATE FEES

    total $2,033 · excluded $2,033

  • 11e · Other revenue, total

    $34,533

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $235,572 · program services $43,672 · management and general $72,786 · fundraising $119,114

  • 7 · Other salaries and wages

    total $901,634 · program services $722,003 · management and general $44,459 · fundraising $135,172

  • 9 · Other employee benefits

    total $148,371 · program services $100,892 · management and general $14,837 · fundraising $32,642

  • 10 · Payroll taxes

    total $103,035 · program services $70,063 · management and general $10,304 · fundraising $22,668

  • 11b · Fees: legal

    total $8,585 · program services $8,585

  • 11c · Fees: accounting

    total $74,381 · management and general $74,381

  • 11g · Fees: other

    total $64,000 · program services $22,500 · management and general $41,500

  • 12 · Advertising and promotion

    total $39,430 · program services $38,545 · management and general $775 · fundraising $110

  • 13 · Office expenses

    total $13,920 · program services $7,845 · management and general $4,554 · fundraising $1,521

  • 14 · Information technology

    total $65,273 · program services $35,756 · management and general $14,490 · fundraising $15,027

  • 16 · Occupancy

    total $593,035 · program services $569,320 · management and general $11,682 · fundraising $12,033

  • 20 · Interest

    total $1,608 · program services $1,608

  • 22 · Depreciation, depletion and amortization

    total $77,332 · program services $74,602 · management and general $1,365 · fundraising $1,365

  • 23 · Insurance

    total $55,485 · program services $44,441 · management and general $6,095 · fundraising $4,949

  • 24a · Other expenses: COST OF HOMES SOLD

    total $794,774 · program services $794,774

  • 24b · Other expenses: CONSTRUCTION AND BLDG

    total $374,588 · program services $374,588

  • 24c · Other expenses: CONTRIBUTION TO HFHI

    total $90,000 · program services $75,000 · management and general $15,000

  • 24d · Other expenses: FEES

    total $81,749 · program services $41,111 · management and general $10,787 · fundraising $29,851

  • 24e · All other expenses

    total $118,430 · program services $72,694 · management and general $7,185 · fundraising $38,551

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $21,688 · end of year $15,281

  • 2 · Savings and temporary cash investments

    beginning of year $4,865,858 · end of year $1,991,016

  • 4 · Accounts receivable

    beginning of year $175,387 · end of year $367,007

  • 7 · Other notes and loans receivable

    beginning of year $1,665,782 · end of year $1,517,480

  • 8 · Inventories for sale or use

    beginning of year $1,133,587 · end of year $1,199,689

  • 9 · Prepaid expenses and deferred charges

    beginning of year $34,702 · end of year $61,144

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

    $930,105

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

    $683,122

  • 10c · Land, buildings and equipment, net

    beginning of year $324,315 · end of year $246,983

  • 15 · Other assets

    beginning of year $1,958,464 · end of year $4,905,515

  • 17 · Accounts payable and accrued expenses

    beginning of year $375,373 · end of year $272,272

  • 21 · Escrow or custodial account liability

    beginning of year $34,923 · end of year $57,816

  • 23 · Secured mortgages and notes payable

    beginning of year $1,795,710 · end of year $1,577,306

  • 24 · Unsecured notes and loans payable

    end of year $130,000

  • 25 · Other liabilities

    beginning of year $2,346,694 · end of year $1,705,013

  • 27 · Net assets without donor restrictions

    beginning of year $5,466,636 · end of year $6,382,640

  • 28 · Net assets with donor restrictions

    beginning of year $160,447 · end of year $179,068

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 METROWEST/GREATER WORCESTER, 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.

  • 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 NO-PROFIT LOANS, HABITAT MAKES ITS HOUSES AFFORDABLE FOR LOW-INCOME FAMILIES TO PURCHASE. AFORDABLE HOMEOWNERSHIP HELPS CREATE THE CONDITIONS THAT FREE FAMILIES FROM INSTABILITY, STRESS AND FEAR AND ENCOURAGE SELF-RELIANCE AND CONFIDENCE. 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 CAREER GROWTH. DURING FISCAL YEAR 2023, HABITAT FOR HUMANITY METROWEST/GREATER WORCESTER, INC. SERVED ONE NEW FAMILY THROUGH ITS LONG-TERM HOMEOWNERSHIP PROGRAM.

    Expenses $3,097,999 · Revenue $1,149,070

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

Listed in Part VII

  • Deborah A Maruca Hoak

    EXECUTIVE DI

    Total calculated
    $127,803
    From this org
    $127,803
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Deborah R Huegel

    VP OF PHILAN

    Total calculated
    $75,515
    From this org
    $75,515
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Bryan Clancy

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Julie Davenport

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Spencer Fortwengler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dan Hasset

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Rens Hayes

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    2

  • Anita James

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Arlette Lynch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tania Medina

    CLERK

    Total calculated
    $0
    Hours/week
    2

  • Monica L Passeno

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Taylor Perkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Evelyn Sandoval

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Francisco Vandes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
21 January 2025
IRS schema version
2023v6.0
Source object
202500309349301705

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