HABITAT FOR HUMANITY OF MADISON & CLARK COUNTIES

Transcription

1 HABITAT FOR HUMANITY OF MADISON & CLARK COUNTIES General Information Contact Information Nonprofit HABITAT FOR HUMANITY OF MADISON & CLARK COUNTIES Address PO Box 186 Richmond, KY Phone (859) Fax Contact Name Jennifer Gormley Web and Social Media Website Facebook Twitter Website Facebook Twitter At A Glance IRS Ruling Year

2 Other ways to donate, support, or volunteer Volunteers and donors have a significant part in the successes of Habitat for Humanity of Madison & Clark Counties. They are needed to help spread the word about mission by helping with fund raising efforts and of course helping to build houses. Volunteers lead the organization at all levels. Specifically, volunteers are needed for a variety of tasks, including mentoring homeowner families, helping with our aluminum can recycle program, volunteering at our ReStore in Richmond, providing lunches to our construction volunteers at the sites and serving as a liaison between their local churches and Habitat. Both Habitat for Humanity and its ReStore accept monetary donations and in-kind donations of materials and services. Secure donations can be made online at our website or by mail. Please call our office if you would like to arrange the donation of property, materials, or services as well as the tax advantages of donating appreciated assets, gift annuities, or bequests. All donations are tax deductible. 2

3 Statements & Search Criteria Statements Mission Statement Established in 1991, Habitat for Humanity of Madison & Clark Counties seeks to put God's love into action, bringing people together, to build homes, communities, and hope. We serve all of Madison & Clark Counties, Kentucky, including the cities of Berea, Richmond, and Winchester. Background Statement Habitat for Humanity of Madison County officially became an affiliate on April 1, During 1994, this affiliate participated in the statewide project, KY HOMECOMING 94, by building 2 new houses. In June 1996, the Madison County Affiliate did its first blitz build in preparation for the 1997 Jimmy Carter Work Project. The outpouring of financial and physical support made the week an outstanding success. Berea College generously donated a plot of land at the edge of the college for the site of the Jimmy Carter Work Project. In that project, the affiliate built 6 houses in one week, three each in Richmond and Berea, and then went on to build a seventh house in the fall saw the affiliate s first Women Build in partnership with the Northern family. Their housing story was used in Habitat International s fund raising campaign for which the affiliate received $10,000. In 2001, the affiliate hosted the first ever Habitat Mayoral Build in Berea and partnered with a blind applicant to build a house through a grant from the Lions Club. In 2002, the affiliate built the first house in Hope Estates, a sub-division being developed by Habitat Madison County that holds 24 new homes. Supplemental funding has come from the Federal Home Loan Bank of Cincinnati through Peoples Bank, Kentucky Housing Corporation, and the SHOP, Softwood, and Capacity Building programs through Habitat International. In 2007 the Madison County affiliate merged with the Clark County affiliate to form Habitat for Humanity of Madison and Clark Counties. With the merger and continued building we have served 124 families and counting. With each of Habitat s homes, a tithe is sent to Habitat International to provide for another home in a developing country. Through these tithes, more than 70 homes have been built around the world. We have served 124 families through new construction, rehabbing former Habitat homes, and doing repair activities on non-habitat homes. As we continue building, we are focusing not only on building affordable homes, but on building sustainable homes, using green techniques that offer not only long term benefits for our homeowners, but also for the environment. For the past seven years, all of our homes have been Energy Star certified. 3

4 Impact Statement 1. Habitat for Humanity of Madison & Clark Counties (HFHMCC) has served 124 families through new construction, renovation ("rehab"), and home repair activities. 2. This year, HFHMCC is doing 3 major fundraising campaigns: -Women Build: 100 women are raising $500 each to secure a house sponsorship of $50,000. These women plus many more will then help build the home for Liz Laws and her granddaughter. -Apostles Build: Funding for a home in Winchester will be provided by 12 churches. Each church is raising $4,000 to total a $48,000 house sponsorship. These churches will help build the home this fall. -Building Hope Community Breakfast: This free breakfast for our community provides an opportunity to learn about Habitat and how to help through giving their time, talents, and resources. 3. Habitat continues to improve energy efficiency to ensure Habitat Home Buyers are not burdened with the cost of high utility payments. With an average HERS rating of 65 Habitat homes have a 35% better energy rating than the average new home. 4. Habitat is a volunteer driven organization and mobilizes volunteers and volunteer staff at all levels in the organization. Volunteers lead the organization's family selection and family services committee, oversee bookkeeping for the organization, participate in construction in most stages of Habitat home building including a dedicated volunteer construction committee. Habitat volunteers are engaged on site, at the Habitat ReStore, and in the office. In the last fiscal year volunteers served over 19,000 hours. 5. Habitat board members, volunteers, and staff have created and approved a three year strategic plan which includes the following goals: -Serve 6 families through new construction activities -Launch a Home Repair program -Increase ReStore gross and net incomes -Become an "Affiliate of Distinction" Needs Statement 1. Habitat must raise the funds to complete 6 new construction builds and 2 home rehab projects. The cost for each Habitat home is $68,000, not including land. 2. Habitat needs skilled and unskilled volunteers on build sites in Berea, Richmond, and Winchester. 3. In order to grow our diverse base of support Habitat always needs individuals and businesses to help spread the word and join the mission of affordable housing. Individuals, organizations, and businesses can help by hosting a Habitat Behind the Scenes event in order to learn more about how Habitat builds safe, decent, affordable homes with hardworking families in need. 4. We are in need of land in Berea, Winchester, and Richmond suitable for single family homes in safe neighborhoods. 5. Habitat for Humanity of Madison & Clark Counties is currently accepting applications for hardworking families in need who hope to purchase a simple, decent, affordable home. Habitat home buyers must demonstrate a need for housing, meet specific income criteria, and be willing to partner with Habitat. If you or a family you know might qualify contact Habitat right away! 4

5 CEO/Executive Director Statement Lately, I ve been captivated by the work of the late Irish poet, philosopher and Catholic scholar John O Donohue. In his book To Bless the Space Between Us, he shares a beautiful story about swallows who return from Africa to Ireland each spring to the same fragile grass and mud nests they left the year before in an abandoned old shed near his house. Mr. O Donohue writes: It suggests that one can undertake any voyage if the destination is home. Humble or grand, home is where your heart belongs. it houses the mind, heart, and spirit. To be, we need to be home. When a place to belong is assured, the adventure of growth can begin with great promise. I think of this story now every time I work alongside a new Habitat partner family, attend a tearful and joyous dedication for a new Habitat home, and hear moving stories from Habitat volunteers.it is clear that when Habitat for Humanity works with a family to build a house, we also help build a place to belong, a place for their families to grow, and a place of promise and hope. When people are blessed with the gift of a safe place to call home, they can nurture and offer their own gifts to others. Seeking to put God s love into action, Habitat for Humanity brings people together to build homes, communities and hope.you have a unique blend of talents, skills and experiences that will help the most vulnerable in our community in ways that no one else can. Whether you are called to wield a hammer or paintbrush on a build site, mentor a Habitat Partner Family, help with administration or finances, plan events, or spread the word about our mission, you have a place to belong here at Habitat. I hope you will consider sending a gift to help build more in the coming year, and that you will give as generously as you can. Service Categories Primary Organization Category Housing, Shelter / Housing Development, Construction & Management Secondary Organization Category Community Improvement, Capacity Building / Community & Neighbourhood Development Tertiary Organization Category Philanthropy,Voluntarism & Grantmaking Foundations / Voluntarism Promotion Geographic Areas Served Areas Kentucky Clark County Madison County We serve all of Madison and Clark Counties, Kentucky, including the cities of Berea, Richmond and Winchester. 5

6 Impact Impact Goals Habitat for Humanity of Madison & Clark Counties vision- a world where everyone has a decent place to livedemands bold action. While we celebrate 124 families in our community already in better housing because of Habitat, there are over 8,000 low income families without adequate shelter today in Berea, Richmond, and Winchester combined, and the need is growing. The pace of our past is far from sufficient to address our community s urgent housing problems. Because of our past, we can do more. Because of our vision, we must do more. This has informed our affiliate s Board of Directors and staff as they adopted a three year strategic plan which outlines the following goals for the organization: 1. Build a sustainable organization, mobilize resources and steward them faithfully. 2. Build community impact - improve housing conditions in Madison and Clark Counties. The objectives of this goal are to serve families through sustainable construction and housing support services, leverage shelter as a catalyst for community transformation, grow capacity to serve the most vulnerable, the disaster affected, and the urbanizing world. 3. Build sector impact, partner to increase shelter access. The objective of this goal is to promote policies and systems that advance access to adequate, affordable housing. 4. Build societal impact; inspire action to end poverty housing. The objective of this goal is to mobilize volunteers as hearts, hands and voices for the cause of adequate, affordable housing. 6

7 Strategies Habitat s Strategy Team submitted strategies for each of the above goals to the Board of Directors for their input and consideration. The Board of Directors was then involved in the cultivation of these strategies at their end of the year meeting leading to a vote and approval of the three year strategic plan. These strategies outlined for the above goals have been carefully crafted and considered by individuals at all levels of the affiliate. Build a Sustainable Organization Fund the mission: maximize return on ReStore, maximize external funding sources, achieve most efficient return on mortgage portfolio. Grow Skills and Leadership Capabilities: Board development, volunteer development, staff development. Operate With Excellence: Focus work strategically through the development of highly effective teams and interdepartmental cohesion, while providing staff the opportunity to expand their skills in the service of Habitat. Create and maintain a work environment and atmosphere with the highest standards of professionalism. Assure compliance with applicable regulations and adherence with best practices in our field. Develop subcontractors as dependable partners and advocates for Habitat for Humanity. Build Community Impact Serve families through sustainable construction and housing support services: serve families through construction activities, create opportunities for empowering Habitat home owners to keep Habitat housing stock in good condition, assess viability of additional construction services that could serve more families, beyond new construction and rehabs. Leverage shelter as a catalyst for community transformation: establish feasibility of potential initiatives in Richmond, Berea, and Winchester. Map project and proceed as appropriate, with attention to integrating focus project into the broader commitment to the two-county service area. Grow Capacity to serve the most vulnerable, the disaster-affected and the urbanizing world: develop disaster plan defining affiliate s role in a disaster situation in our service area of Madison and Clark County, Kentucky. Build Sector Impact Promote policies and systems that advance access to adequate, affordable housing: educate constituents on housing issues and strengthen advocacy initiatives. Build Societal Impact Mobilize volunteers as hearts, hands and voices for the cause of adequate, affordable housing: make opportunities available to community volunteers that match their interest and skills. 7

8 Programs Programs ReStore, Habitat Day of Prayer, World Habitat Day Description Category ReStore is a retail outlet where donated building materials and a variety of home improvement merchandise are sold at 30-75% below retail prices. The ReStore supports the mission of Habitat for Humanity by generating revenue to build and renovate Habitat homes in Madison & Clark Counties. ReStore s inventory, which includes new and used items, comes from builders, retailers, distributors, and individuals who donate everything from building supplies and materials to light fixtures and furniture. When businesses and individuals donate reusable goods to Habitat ReStores, these materials end up as part of remodeling, home improvement and decorating projects instead of in landfills. Housing, General/Other Affordable Housing Population Served Families,, 8

9 Leadership & Staff CEO/Executive Director Executive Director Russ Barclay Term Start Aug Staff Full Time Staff 12 Part Time Staff 3 Volunteers 16 Contractors 1 Retention Rate 100% Management Reports to Board? Staff Demographics - Ethnicity African American/Black 6 Asian American/Pacific Islander 0 Caucasian 9 Hispanic/Latino 0 Native American/American Indian 0 Other 0 Staff Demographics - Gender Male 1 Female 4 Unspecified 0 Former CEOs Name Term Judy Flavell Feb Formal Evaluations Senior Management Formal Evaluation Senior Management Formal Evaluation Frequency NonManagement Formal Evaluation Non Management Formal Evaluation Frequency Annually Annually 9

10 State Information 10

11 Plans & Collaborations Plans & Policies Organization has a Fundraising Plan? Organization has a Strategic Plan? Years Strategic Plan Considers 3 Date Strategic Plan Adopted Feb 2015 Management Succession Plan? No Organization Policy and Procedures No Nondiscrimination Policy Whistleblower Policy No Document Destruction Policy 11

12 Board & Governance Board Chair Board Chair Kenny Barger Company Affiliation Madison County Clerk Term Feb 2017 to Jan 2020 Board Members Name Affiliation Status Kenny Bargo Madison County Clerk Voting Heather Combs State of Kentucky Voting Shannon Cox Faith relations Voting Chris Freeman Messer Construction Dominick Hart Retired Voting Danny Isaacs MACED, City of Berea Mark Mahoney Berea College Voting Austin Newtown Eastern Kentucky University Voting Tony Parrish Peoples Exchange Bank Kara Perdue Purdue Coffee House Voting Joe Prekopa Ale-8-One Voting Rob Shearer Retired Voting Keith Simpson Davis H. Elliot Co. Voting Colleen Spencer Helen Ward C. Spencer Design, Spencer Land Surveying Community Volunteer Board Demographics - Ethnicity African American/Black 2 Asian American/Pacific Islander 1 Caucasian 13 Hispanic/Latino 0 Native American/American Indian 0 Other 0 0 Board Demographics - Gender Male 11 Female 4 Unspecified 0 Governance 12

13 Board Term Lengths 3 Board Term Limits 3 Board Meeting Attendance % 73% Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 100% Percentage Making In-Kind Contributions 0% Constituency Includes Client Representation No Number of Full Board Meetings Annually 13 Board Co-Chair Board CoChair Helen Ward Company Affiliation Retired Term Feb 2017 to Jan 2020 Standing Committees Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Executive Finance Human Resources / Personnel Nominating 13

14 Financials Fiscal Year Fiscal Year Start July 01, 2017 Fiscal Year End June 30, 2018 Projected Revenue $718, Projected Expenses $718, Endowment Value $0.00 Percentage 0% Detailed Financials Revenue and Expenses Fiscal Year Total Revenue $1,094,849 $937,802 $754,068 Total Expenses $1,109,345 $902,028 $795,141 Revenue Sources Fiscal Year Foundation and Corporation Contributions Government Contributions $84,464 $136,272 $53,350 Federal State Local Unspecified $84,464 $136,272 $53,350 Individual Contributions $187,518 $201,571 $145,404 Indirect Public Support $ Earned Revenue $812,474 $591,610 $548,021 Investment Income, Net of Losses $39 -- $67 Membership Dues $ Special Events $7,300 $3,284 $4,945 Revenue In-Kind $19, Other $3,054 $5,065 $2,281 14

15 Expense Allocation Fiscal Year Program Expense $929,877 $709,245 $635,898 Administration Expense $98,009 $135,081 $115,087 Fundraising Expense $81,459 $57,702 $44,156 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 84% 79% 80% Fundraising Expense/Contributed Revenue 29% 17% 22% Assets and Liabilities Fiscal Year Total Assets $1,910,701 $1,874,481 $1,798,688 Current Assets $218,966 $191,073 $191,398 Long-Term Liabilities $261,470 $206,066 $182,002 Current Liabilities $31,828 $36, Total Net Assets $1,617,403 $1,631,899 $1,596,125 Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets 14% 11% 10% Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Capital Campaign Currently in a Capital Campaign? No Goal $0.00 State Registration State Registration 15

16 Documents Form 990s Form 990 Form 990 Form 990 Form Form 990 Form 990 Created Copyright 2018 Blue Grass Community Foundation 16