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Home My WebLink AboutCF Habitat Form 990Extended to May 15, 2024 Form 990 Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(aHi) of the Internal Revenue Code (except private foundations) Go not enter social security numbers on this form as it may be made public. p„�„� �c ry Go to www.irs.gov/Form99O for Instructions and the latest information. A For the 2022 calendar year, or tax year beginning JUL 1 2022 B Check if C Name of organization epplirabk 0�9e CAPE FEAR HABITAT FOR HUMANITY, IName NC 1::1chm9e Doing business as T Qi ehii, Number and street (or P.O. box If mail is not delivered to street address) E�;'3310 FREDRICKSON ROAD atein- d City or town, state or province, country, and ,ZIP or foreign postal code F-1=6d WILMINGTON NC 28401 Rppllaa- don F Name and address of principal officer.JOHN FRYE pandln® ......,.... ..... n ..1...��.. 1 Tax-exempt status: LXJ 501(c)(31 LJ 501 Trust Part I I Summary Other and D Employer Identification number Jo—iaJJoJG _ Raamisuite E Telephone number T� 10-7 2-4744 G cis. receipts $ 9$ 78,2T8. H(a) Is this a group return for subordinates? -.--. QYes ®No H(b),areallsubwdinetesIncwdad7� ^.lYes =No or LJ 5271 If 'No,' attach a list. See Instructions 8 m 1 Briefly describe the organization's mission or most significant activities: SEEKING TO PUT GOD ' S LOVE ACTION CAPE FEAR HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER INTO TO � 8 a 2 Check this box LJ if the organization discontinued its operations or disposed of more than 26% of its net assets. 3 Number of voting members of the governing body (Part VI, line 1 a) ............................................................ 4 Number of independent voting members of the governing body (Part VI, line 1 b) .............-,_-.,-, 4 5 Total number of Individualg employed in calendar year 2022 (Part V, line 2a)................................................ 5 6 Total number of voluntgpm (estlrnate N necessary)....................................................................................... 6 7a Total unrelated business revenue from Part Vill, column (C), line 12 ............... 7a b Net unrelated business taxable Income from Form 990-T Part I line 11...................................................... 7b 15 96 2782 -19$ 8 47 . Q . e 0 8 9 10 11 12 Contributions and grants (Part VIII, line 1 h) ............................................................... Program service revenue (Part Vlll, line 2g) ,, ....................... Investment income (Part VIII, column (A), lines 3, 4, and 7d)....................................... other revenue (Part VI11, column (A), lines 6, 6d, Sc, 9c, 1Oc, and 11e) ........................ Total revenue • add lines 8 through 11 must equal Part VIII column line 12 .....-... Prior Year Current Year 2 4 8 8 3 9 2. 4 2 6 0 7 2 6. 4 215 2 9 5 . 2,534,484. 15,977. 41,521. 523,915. T 366,117. 7,269,123. 7,177,304. 13 Grants and similar amounts paid (Part IA column (A), lines 13)................................. 14 Benefits paid to or for members (Part lX,column (A),line 4)_._.,_............ ..................... 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5.10) ,._...... 16a Professional fundraising fees (Part IX, column (A), line 11e).......................................... b Total fundraising expenses (Part IX, column (1)), line 25) 509,737. 17 Other expenses (Part IX, column (A),lines 11a-11d,11f-24e)....................................... 18 Total expenses. Add lines 13.17 (must equal Part IA column (A), line 26) ..................... 19 Revenue less expenses. Subtract line 18 from line 12................ _...... ....... .------- ---. --- 46,492. 2,733 . 0. 0. 1,275,047. 0. 1,435,593. 0 . 5,368,033. 3,267,823. 6 6 8 9 5 720 4 706 149. 579,551. 2,471,155. `o'0 ., ZC21 °' � 20 22 Total assets (Part X, line 16)..................................................................... ............... Total liabilities (Part X, line 26).................................................................................6,444,362. Net assets or fund balances. Subtract line 21 from line 20.......................................... Beginning of Current Year End of Year 16,885,274. 19,521,867. 6,609,800. 10,440 12 . 12,912,067. I Part II I Signature BIOCK Under penalties of perjury, I declare that i have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. declaration of preparer (other than officer) is based on all information of which pregarer has anv knowledge. Sign Here Type or print name anci title --- - v Print/Type preparer's name Preparer's signature Date cheat PTIN Paid OHN D. HUNEYCUTT' sale -employed 0007473 Preparer Firm'sname Turlin ton and Company, L.L.P. Firm'sEIN 56-0817345 Use Only Firm's address P.O. Box 1697 T.n-%ri "tvt- ^" Wn 177901-1901 or,n,,.n 12IK%'9A0-4Z9 232001 12-13-22 LHA For Paperwork Reduction Act Notice, a" the separate instructions. Form 990 (2022) See Schedule 0 for Organization Mission Statement Continuation Form 990 2022 CAPE FEAR HAB I TAT FOR HUMANITY INC. 5 6 -15 5 5 8 5 8 Pa e 2 Part III I Statement of Program Service Accomplishments Check if Schedule O contains a response or note to any line in this Part III.................................................................................... 0 1 Briefly describe the organization's mission: SEEKING TO PUT GOD'S LOVE INTO ACTION. CAPE FEAR HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES, AND HOPE. 2 Did the organization undertake any significant program services during the year which were not listed on the priorForm 990 or 990-EZ?............................................................................................................................................. DYes ®No If "Yes," describe these new services on Schedule O. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? .................. DYes ® No If "Yes," describe these changes on Schedule O. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4a (Code: ) (Expenses $ 3 , 9 5 7 , 5 4 0 . including grants of $ 2,733. ) (Revenue $ 2,538,725.) FOUNDED IN 1987 AS AN INDEPENDENT AFFILIATE OF HABITAT FOR HUMANITY INTERNATIONAL, CAPE FEAR HABITAT HAS SERVED MORE THAN 400 FAMILIES THROUGH THE CONSTRUCTION AND REHABILITATION OF HOMES THROUGHOUT NEW HANOVER, PENDER, AND DUPLIN COUNTIES. EACH YEAR THOUSANDS OF COMMUNITY MEMBERS COME TOGETHER AS VOLUNTEERS, DONORS, AND FUTURE HOMEOWNERS TO BECOME PART OF THE SOLUTION TO THIS REGION'S AFFORDABLE HOUSING CRISIS. 4b (Code: ) (Expenses $ 4c (Code: ) (Expenses $ including grants of $ including grants of $ (Revenue $ (Revenue $ 4d Other program services (Describe on Schedule O.) (Expenses $ including grants of $ ) (Revenue $ ) 4e Total program service expenses 3,957,540. Form 990 (2022) 232002 12-13-22 Form 990 2022 CAPE FEAR HABITAT FOR HUMANITY INC. 5 6 —15 5 5 8 5 8 Page 3 Part IV I Checklist of Required Schedules Yes No 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If"Yes, " complete ScheduleA----------------- -- -- -- ----------------------------------------- -- -- --------------------------- -- -- -- -------------------------- 1 X 2 X 2 Is the organization required to complete Schedule B, Schedule of Contributors? See instructions __________________________________________ 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I .................................. ...................... 3 X 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part ll................................................................................................... 4 X 5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Partlll--------------------------------------------------------- 5 X 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part 1 6 X 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes, " complete Schedule D, Part 11__________________________________________ 7 X 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete ScheduleD, Part Ill............................................................................................................................................................ 8 X 9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes, " complete Schedule D, Part IV ................................... ...................... 9 X 10 Did the organization, directly or through a related organization, hold assets in donor -restricted endowments or in quasi endowments? If "Yes," complete Schedule D, Part V__________________________________________________________________________________________ 10 X 11 If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part Vl .............. . 11 a X b Did the organization report an amount for investments - other securities in Part X, line 12, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part Vll--------------------------------------------------------------------------- iib X c Did the organization report an amount for investments - program related in Part X, line 13, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part Vlll--------------------------------------------------------------------------- iic X d Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX..................................................................................................... 11d X 1 i e X e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes, " complete Schedule D, Part X _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part ............ iif X 12a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI and Xll 12a X b Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes, " and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and Xll is optional ........... 12b X 13 X 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes, " complete Schedule E__________________________________________ 14a X 14a Did the organization maintain an office, employees, or agents outside of the United States? b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes, " complete Schedule F, Parts I and IV ......................................................................................................... 14b X 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If "Yes," complete Schedule F, Parts 11 and IV................................................................................ 15 X 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If "Yes," complete Schedule F, Parts 111 and IV------------------------------------------------------------------------------ 16 X 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part See instructions____________________________________________________________ 17 X 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes,„ complete Schedule G, Part II............................................................................................................... 18 X 19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," completeSchedule G, Part lll......................................................................................................................................... 19 X 20a X 20a Did the organization operate one or more hospital facilities? If "Yes, " complete Schedule H___________________________________________________ 20b b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? ______________________________ 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX column A line 1 ? If "Yes " complete Schedule I Parts I and Il...................................... 21 X 232003 12-13-22 Form 990 (2022) Form 990 2022 CAPE FEAR HABITAT FOR HUMANITY INC. 5 6 -15 5 5 8 5 8 Page 4 Part IV Checklist of Required Schedules (continued) Yes No 22 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and Ill------------------------------------------------------------------------------ 22 X 23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J ........- 23 X 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes, " answer lines 24b through 24d and complete Schedule K. If "No " go to line 25a-------- -- -- -- -------------------------------------------- -- --------------------------- -- -- -- ----------------------------- 24a X 24b b Did the organization invest any proceeds of tax-exempt bonds beyond atemporary period exception? _________________________________ c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease anytax-exempt bonds? ----------------------- -- -- -- -- ----------------------------------------- -- --------------------------- -- -- -- --------------------------- - 24c 24d d Did the organization act as an "on behalf of issuer for bonds outstanding at any time during the year? ................................. 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes, " complete Schedule L, Part I ............................................. 25a X b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part 1 25b X 26 Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes, " complete Schedule L, Part II _______________________________________ 26 X 27 Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons? If "Yes," complete Schedule L, Part lll_________ 27 X 28 Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV, instructions for applicable filing thresholds, conditions, and exceptions): a A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes, " complete Schedule L, Part IV ...................................... ......................... 28a X 28b X b Afamily member of any individual described in line 28a? If "Yes, " complete Schedule L, Part IV ............................................. c A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b?If "Yes, " complete Schedule L, Part IV................................................................................................................................ 28c X 29 X 29 Did the organization receive more than $25,000 in non -cash contributions? If "Yes, " complete Schedule M ___ __ _ __ _ __ _ __ 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M................................... ................. ...................... 30 X 31 X 31 Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes, " complete Schedule N, Part I _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete ScheduleN, Part 11........................................................................................................................................................ 32 X 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part 1-------------------------------------------------------------------- 33 X 34 Was the organization related to any tax-exempt or taxable entity? If "Yes, " complete Schedule R, Part II, III, or IV, and Part V, line 1 .....- 34 X 35a X 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)?------------------------------------------------------ b If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes, " complete Schedule R, Part V, line 2......................................................... 35b 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non -charitable related organization? If "Yes, " complete Schedule R, Part V, line 2........................................................................................................................ 36 X 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI 37 38 Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11 b and 19? Note: All Form 990 filers are required to complete Schedule O.......................................................... _ 38 X Part V Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V................................................................................. 0 1a Enter the number reported in box 3 of Form 1096. Enter-0- if not applicable _________________________________ 1a 53 b Enter the number of Forms W-2G included online 1a. Enter -0- if not applicable------------------------------ 1b 0 c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? -- - - - - 232004 12-13-22 Form 990 (2022) Form 990 2022 CAPE FEAR HABITAT FOR HUMANITY INC. 5 6 -15 5 5 8 5 8 Page 5 PartVJ Statements Regarding Other IRS Filings and Tax Compliance (continued) Yes No 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return_____________________2a 96 b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? ------------------------------ 2b X 3a Did the organization have unrelated business gross income of $1,000 or more during the year? ______________ __ _ __ __ __ _ __ __ _____ 3a X b If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation on Schedule O .............................. 3b 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ........... 4a X b If "Yes," enter the name of the foreign country See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). 5a Was the organization a party to a prohibited tax shelter transaction at anytime during the tax year? ____________________________________ 5a X b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ 5b X c If "Yes" to line 5a or5b, did the organization file Form 8886-T?............................................................................................. 5c 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?.................................................................... 6a X b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? 6b 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? 7a X b If "Yes," did the organization notify the donor of the value of the goods or services provided? _____________________________________________ 7b c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required tofile Form 8282?.......................................................................................... 7c X d If "Yes," indicate the number of Forms 8282 filed during the year ................................................ 17d e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? ......... 7e f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ........................... 7f g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?.._ 7 In If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? 7h 8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at anytime during the year?______________________________________________________8 9 Sponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxable distributions under section 4966?......................................... 9a b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? ....................................... 9b 10 Section 501(c)(7) organizations. Enter: a Initiation fees and capital contributions included on Part VIII, line 12 10a b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 10b 11 Section 501(c)(12) organizations. Enter: a Gross income from members or shareholders 11a b Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) iib 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 12a b If "Yes," enter the amount of tax-exempt interest received or accrued during the year ............ 12b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state?............................................................... 13a Note: See the instructions for additional information the organization must report on Schedule O. b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans__________________________________________________________________ 13b c Enter the amount of reserves on hand------------------------------------------------------------------------------------------ 13c 14a Did the organization receive any payments for indoor tanning services during the tax year? .. _.. _.. _ 14a X b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation on Schedule O ........................... 14b 15 Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year?..................................................................................................................... 15 X If "Yes," see the instructions and file Form 4720, Schedule N. 16 Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ....... 16 X If "Yes," complete Form 4720, Schedule O. 17 Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952 or4953?--------------------------------------------------------- 17 If "Yes." complete Form 6069. 232005 12-13-22 Form 990 (2022) Form 990 (2022) CAPE FEAR HABITAT FOR HUMANITY. INC. 5 6 -15 5 5 8 5 8 Page 6 Part VI Governance, Management, and Disclosure. Foreach "Yes" response to lines 2 through 7b below, and fora "No" response to line 8a, 8b, or lob below, describe the circumstances, processes, or changes on Schedule O. See instructions. Check if Schedule O contains a response or note to any line in this Part A................................................................................. Section A. Governina Bodv and Manaaement Yes No- la Enter the number of voting members of the governing body at the end of the tax year __________________ is 15 If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule 0. b Enter the number of voting members included on line 1 a, above, who are independent .................. 1b 15 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? ................................... ...................... 2 X 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to a management company or other person? _____________________________________________ 3 X 4 X 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 5 X 5 Did the organization become aware during the year of a significant diversion of the organization's assets? ........................... 6 X 6 Did the organization have members or stockholders?......................................................................................................... 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ................................... ...................... 7a X b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? -- -- -- ----------------------------------------- -- ------------------------------ -- -- -- -------------------------- 7b X 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: aThe governing body? --------------------------- -- -- -- ----------------------------------------- -- -- --------------------------- -- -- -- -------------------------- 8a X 8b X b Each committee with authority to act on behalf of the governing body?.......................................................................... 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes," provide the names and addresses on Schedule O............................................... 9 X Section B. Policies (This Section 8 reauests information about policies not required by the Internal Revenue Code.) 10a Did the organization have local chapters, branches, or affiliates? b If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ..................................... 11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? b Describe on Schedule O the process, if any, used by the organization to review this Form 990. 12a Did the organization have a written conflict of interest policy? If "No,"go to line 13_____________________________________________________________ b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ................ c Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done 13 Did the organization have a written whistleblower policy?................................................................................................. 14 Did the organization have a written document retention and destruction policy?........................................................... 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management official b Other officers or key employees of the organization If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions. 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxableentity during the year?...................................................................................................................................... b If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's Yes No 10a X 10b 11a X 12a X 12b X 12c X 13 X 14 X 15a X 15b X 16a I I X exempt status with respect to such arrangements?............................................................................................................ 116b Section C. Disclosure 17 List the states with which a copy of this Form 990 is required to be filed NC 18 Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. ® Own website ® Another's website ® Upon request 0 Other (explain on Schedule O) 19 Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. 20 State the name, address, and telephone number of the person who possesses the organization's books and records SUSAN KLINE - 910-762-4744 3310 FREDRICKSON ROAD, WILMINGTON, NC 28401 232006 12-13-22 Form 990 (2022) Form 990 2022 CAPE FEAR HAB I TAT FOR HUMANITY INC. 5 6 -15 5 5 8 5 8 Page 7 Part VII I Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule O contains a response or note to any line in this Part Vll................................................................................. 0 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. • List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. • List all of the organization's current key employees, if any. See the instructions for definition of "key employee." • List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations. • List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. • List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. See the instructions for the order in which to list the persons above. n Check this box if neither the oraanization nor anv related oraanization compensated anv current officer. director. or trustee. (A) Name and title (13) Average hours per week (list any hours for related organizationsf below line) (C) Position(do not check more than one box, unless person is both an officer and a director/trustee) (D) Reportable compensation from organization (W-2/1099-MISC/ 1099-NEC) (E) Reportable compensation from related organizations (W-2/1099-MISC/ 1099-NEC) (F) Estimated amount of other compensation from the organization and related organizations 8the - ce _ - - - o a o E (1) LAUREN MCKENZIE EXECUTIVE DIRECTOR 40.00 X 99,564. 0. 5,442. (2) ROBERT BERTUCELLI PRESIDENT 4.00 X X 0. 0. 0. (3) GWEN FLOWERS VICE PRESIDENT 4.001 X X 0. 0. 0. (4) TIMOTHY J. MARCIS TREASURER 2 .0 0 X X 0. 0. 0. (5) THOMAS 0, NIXON SECRETARY 3.00 X X 0. 0. 0. (6) KATHY KING PAST PRESIDENT 2.00 X X 0. 0. 0. (7) JESSICA SOLES HUMPHRIES BOARD MEMBER 1. 00 X 0 . 0 . 0 . (8) OWEN METTS , SR, BOARD MEMBER 1.00 X 0. 0 . 0 . (9) JESSICA LOEPER BOARD MEMBER 1.00 X 0. 0 . 0 . (10) DAVID H. PARKS BOARD MEMBER 1.00 X 0. 0 . 0 . (11) DENNIS FISH BOARD MEMBER 1.00 X 0. 0 . 0 . (12) CHRIS LEE BOARD MEMBER 1.00 X 0. 0 . 0 . (13) LANCE STANISLAUS BOARD MEMBER 1. 00 X 0. 0 . 0. (14) JOHN FRYE BOARD MEMBER 1.00 X 0. 0 . 0. (15) GRAYSON POWELL BOARD MEMBER 1.00 X 0. 0 . 0. (16) JOHN GIZDIC BOARD MEMBER 1.00 X 0. 0 . 0. 232007 12-13-22 Form 990 (2022) Form 990 2022 CAPE FEAR HABITAT FOR HUMANITY INC. 5 6 -15 5 5 8 5 8 Page 8 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) Name and title (B) Average hours per P week (list any hours for related organizations below line) (C) Position (do not check more than one box, unless person is both an officer and a director/trustee) (D) Reportable compensation from the organization (W-2/1099-MISC/ 1099-NEC) (E) Reportable compensation from related organizations (W-2/1099-MISC/ 1099-NEC) (F) Estimated amount of other compensation from the organization and related organizations - e _ - - e 1 b Subtotal...................................................................................................... c Total from continuation sheets to Part VII, Section A ................................. d Total add lines lb and 1c.................................................................. ...... 99,564. 0. 5,442. 0. 0. 0. 99,564. 0 . 5,442. 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable No 3 Did the organization list any former officer, director, trustee, key employee, or highest compensated employee on line 1a? If "Yes, " complete Schedule Jfor such individual ........................ _________________---------------------- _________________3 X 4 For any individual listed on line 1 a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes, " complete Schedule J for such individual ....................................... 4 X 5 Did any person listed on line 1 a receive or accrue compensation from any unrelated organization or individual for services Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. (A) Name and business address NONE (B) Description of services (C) Compensation 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0 Form 990 (2022) 232008 12-13-22 Form 990 2022 CAPE FEAR HAB I TAT FOR HUMANITY INC. 5 6 -15 5 5 8 5 8 Page 9 Part VIII Statement of Revenue Check if Schedule O contains a response or note to anv line in this Part VIII n (A) (B) (C) (D) Total revenue Related or exempt Unrelated Revenue excluded function revenue business revenue from tax under sections 512 - 514 00 1 a Federated campaigns 1a C c 0 b Membership dues 1b 1C wQ c Fundraising events --------------------- id d Related organizations le 2 387 611. w E e Government grants (contributions) Cy f All other contributions, gifts, grants, and M similar amounts not included above 1f 1,873,115. -0 C-0 g Noncash contributions included in lines la-1f 1 $ 495 303. U R h Total. Add lines 1a-1f...................................................... 4 260 726 Business Code 230000 2,036,381. 2,036,381. m U 2 a HOME SALES b IMPUTED INTEREST 531390 498 103, 498 103. C d Ea c (D d o e f All other program service revenue --------------- 0. 2 534 484 Total. Add lines 2a-2f......................................................... 3 Investment income (including dividends, interest, and other similar amounts)...................................................... 11 736. 11,736. 4 Income from investment of tax-exempt bond proceeds 5 Royalties........................................................................... (i) Real (ii) Personal 6 a Gross rents 6a b Less: rental expenses --- 6b c Rental income or (loss) 6c d Net rental income or (loss) ................................................... 7 a Gross amount from sales of (i) Securities (ii) Other assets other than inventory 7a 20,567. b Less: cost or other basis and sales expenses 7b 16,326. > _________ c Gain or(loss) _______________ 7c 4,241. 4,241. 4.241. c t d Net gain or (loss)............................................................... t 8 a Gross income from fundraising events (not O including $ of contributions reported on line 1 c). See Part IV, line 18 8a ------------------------- b Less: direct expenses ----------------------- 81b c Net income or (loss) from fundraising events ..................... 9 a Gross income from gaming activities. See Part IV, line 19.................................... 9a b Less: direct expenses ........................ 9b c Net income or (loss) from gaming activities ........................ 10 a Gross sales of inventory, less returns and allowances ------------------------------------ 10a 3 O50 765. b Less: cost of goods sold _____________________ 10b 2 684 648. 366 117 -198 847 564 964 c Net income or loss from sales of invento ........................ rn Business Code oy 11 a �4 b C U N d All other revenue N� e Total. Add lines 11 a-11 d................................................... 12 Total revenue. See instructions ............................................. 7 177 304 2 538 725 -198 847 576 700 232009 12-13-22 Form 990 (2022) Form 990 2022 CAPE FEAR HAB I TAT FOR HUMANITY INC. 5 6 -15 5 5 8 5 8 Pa a 10 Part IX I Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule O contains a response or note to anv line in this Part IX.............................................................................. 0 Do not include amounts reported on lines 6b, 7b, 8b, 9b, and lOb of Part VIII. (A) Total expenses (B) Program service expenses (C) Management and general expenses (D) Fundraising expenses 1 2 3 4 5 6 7 8 9 10 11 a b c d e f g 12 13 14 15 16 17 18 19 20 21 22 23 24 a Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 Grants and other assistance to domestic individuals. See Part IV, line 22 ..................... Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 Benefits paid to or for members _____________________ Compensation of current officers, directors, trustees, and key employees ------------------------ Compensation not included above to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) Other salaries and wages -------------------- ---------- Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) Other employee benefits ------------------------------ Payroll taxes ................................................ Fees for services (nonemployees): Management Legal ................. Accounting ___________________________________________________ Lobbying ........... Professional fundraising services. See Part IV, line 17 Investment management fees ------------------------ Other. (If line 11g amount exceeds 10% of line 25, column (A), amount, list line 11 g expenses on Sch 0.) Advertising and promotion --------------------------- Office expenses --- -- --------------------------- -- -- -- Information technology Royalties ------------ -- ------------------------------ -- -- Occupancy --------------------------------------------------- Travel......................................................... Payments of travel or entertainment expenses for any federal, state, or local public officials --. Conferences, conventions, and meetings ______ Interest ------------------------------------------- Payments to affiliates .................................... Depreciation, depletion, and amortization _ _. _ _. Insurance ................................................... Other expenses. Itemize expenses not covered above. (List miscellaneous expenses on line 24e. If line 24e amount exceeds 10% of line 25, column (A), amount, list line 24e expenses on Schedule 0.) HOME CONSTRUCTION 2,733. 2,733. 118,368. 62,299. 43,609. 12,460. 1 074,844. 788,313. 86,954. 199,577. 21,571. 16,949. 1,604. 3,018. 141,271. 121,563. 5,029. 14,679. 79,539. 611704. 1,924. 15,911. 18,000. 18,000. 79,590. 52,926. 7,464. 19,200. 5,739. 300. 5,439. 180,280. 134,079. 13,400. 32,801. 77,291. 74,442. 2,849. 60,707. 6 O 7 0 7. 30,457. 28,374. 1,335. 748. 43 893. 40,787. 391. 2 715. 2,158,821. 2,158,821. b GENERAL OPERATIONS 298 585. 99,800. 56,313. 142 472. c DISCOUNT ON NEW MORTGAG 171 204. 171 204. d IMPUTED INTEREST 115 264. 115 264. e 25 All other expenses Total functional expenses. Add lines 1 through 24e 27,992. 27,982. 10. 4 706,149. 3 957,540. 238,872. 509,737. 26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here = if following SOP 98-2 (ASC 958-720) 232010 12-13-22 Form 990 (2022) Form 990 2022 CAPE FEAR HAB I TAT FOR HUMANITY INC. 5 6 -15 5 5 8 5 8 Pa a 11 Part X I Balance Sheet Check if Schedule O contains a response or note to anv line in this Part X I I (A) (B) Beginning of year End of year 1 Cash - non-interest-bearing___________________________________________________________________________ 2,564,973. 1 2,542,866. 268,885. 2 269,413. 2 Savings and temporary cash investments - 135,632. 3 208,113. 3 Pledges and grants receivable, net............................................................... 4 4 Accounts receivable, net --- -- -- -- --------------------- -- -- ----------------------- -- -- -- -- 5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons ___________________________ 5 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...... 6 7,505,028. 7 7,423,731. r H8 a 7 9 Notes and loans receivable, net..................................................................... Inventories for sale or use ......... ......... .__. Prepaid expenses and deferred charges ........._.................................. 445,590. 8 493,049. 149,533. 9 264,638. 10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D------- 10a 3,696,743. b Less: accumulated depreciation 10b 904,775. 2,560,026. i0c 2,791,968. 11 11 Investments -publicly traded securities_________________________________________________________ 12 12 Investments - other securities. See Part IV, line 11 3,255,607. 13 5,287,351. 13 Investments - program -related. See Part IV, line 11.............. 14 14 Intangible assets............................................................................... 0. 15 240,738 . 15 Other assets. See Part IV, line 11......................................... 16,885,274. 16 19,521,867. 16 Total assets. Add lines 1 through 15 must equal line 33 17 Accounts payable and accrued expenses______________________________________________________ 415 361. 17 409 511. 18 18 Grants payable ................................................. 19 19 Deferred revenue------------------------- -- -- -- ----------------------------------------- -- -- -- - 20 20 Tax-exempt bond liabilities........................................................................... 48,012. 21 92,690. 21 Escrow or custodial account liability. Complete Part IV of Schedule D ............ U) *= 22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% T J 23 controlled entity or family member of any of these persons _________..... Secured mortgages and notes payable to unrelated third parties 22 5 8 3 6 4 3 4. 23 5,724,644. 144,555. 24 139,713. 24 Unsecured notes and loans payable to unrelated third parties ________________________ 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X ofSchedule D............................................................................................. 0. 25 243 242. 6,444,362. 26 61 609,800. 26 Total liabilities. Add lines 17 through 25...................................................... N Q R m � LL t 27 28 Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33. Net assets without donor restrictions Net assets with donor restrictions Organizations that do not follow FASB ASC 958, check here 0 and complete lines 29 through 33. 10,131,969. 27 12,530,041. 308,943. 28 382,026. 0 N a 29 30 31 Capital stock or trust principal, or current funds ....................................... Paid -in or capital surplus, or land, building, or equipment fund ________________________ Retained earnings, endowment, accumulated income, or other funds ............ 29 30 31 10 440 912. 32 12 912 067. Z 32 33 Total net assets or fund balances__________________________________________________________________ Total liabilities and net assets/fund balances 16 8 8 5 2 7 4 . 33 19,521,867. Form 990 (2022) 232011 12-13-22 Form 990 2022 CAPE FEAR HABITAT FOR HUMANITY INC. 5 6 -15 5 5 8 5 8 Pa e 12 Part XI I Reconciliation of Net Assets Check if Schedule O contains a response or note to any line in this Part XI.................................................................................... 0 1 Total revenue (must equal Part Vill, column (A), line 12)------------------------------------------------------------------------------ 1 7,177,304. 2 4,706,149. 2 Total expenses (must equal Part IX, column (A), line 25) -_ _________------------------------------------ 3 2,471,155. 3 Revenue less expenses. Subtract line 2 from line 1________ _________--_--_-----------------_--_--_--_--_ 4 10,440,912. 4 Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) .............................. 5 5 Net unrealized gains (losses) on investments............................................................................................. 6 6 Donated services and use of facilities ......................................................................................................... 7 7 Investment expenses --------------------------- -- -- -- ---------- ------------------------------- -- ------------------------------ -- -- -- -- 8 8 Prior period adjustments ----------------------- -- -- -- ----------------------------------------- -- ------------------------------ -- -- -- -- 9 0. 9 Other changes in net assets or fund balances (explain on Schedule O)______________________________________________________ 10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, columnB.................................................................................................... 10 12 912 0 6 7 . Part XII Financial Statements and Reporting Check if Schedule O contains a response or note to any line in this Part XII................................................................................. Yes No 1 Accounting method used to prepare the Form 990: 0 Cash ® Accrual 0 Other If the organization changed its method of accounting from a prior year or checked "Other," explain on Schedule 0. 2a Were the organization's financial statements compiled or reviewed by an independent accountant? ____________________________________ 2a X If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: 0 Separate basis 0 Consolidated basis 0 Both consolidated and separate basis b Were the organization's financial statements audited by an independent accountant?......................................................... 2b X If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: ® Separate basis 0 Consolidated basis 0 Both consolidated and separate basis c If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? _____________________________________________ 2c X If the organization changed either its oversight process or selection process during the tax year, explain on Schedule O. 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F? ............... ...................... ......................... 3a X b If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit Form 990 (2022) 232012 12-13-22 SCHEDULE A Public Charity Status and Public Support (Form 990) Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Department of the Treasury Attach to Form 990 or Form 990-EZ. Internal Revenue Service Go to www.irs.gov/Form990 for instructions and the latest information. OMB No. 1545-0047 2022 Open to Public Inspection Name of the organization Employer identification number cart I I Reason Tor vumic unarlty,tatus. (All organizations must complete this part.) See instructions. The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) 1 0 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 0 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).) 3 0 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 0 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: 5 0 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part 11.) 6 0 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 7 0 An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part 11.) 8 0 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 0 An agricultural research organization described in section 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non -land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university: 10 ® An organization that normally receives (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions, subject to certain exceptions; and (2) no more than 33 1 /3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) 11 0 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 12 0 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g. a 0 Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B. b 0 Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C. c 0 Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. d 0 Type III non -functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. e 0 Check this box if the organization received a written determination from the IRS that it is a Type I, Type 11, Type III functionally integrated, or Type III non -functionally integrated supporting organization. f Enter the number of supported organizations ------------ _---------------- ____________ q Provide the followinq information about the supported organization(s). I Name of su () supported organization it EIN �) organization III T or (�ype of (described on lines 1-10 above see instructions iv s am e orgza ion is e in our overnin document? v Amount of monetaryvl () support (see instructions) () Amount of other support (see instructions) Yes No Total LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 232021 12-09-22 Schedule A (Form 990) 2022 Schedule A Form 990 2022 CAPE FEAR HABITAT FOR HUMANITY INC. 5 6 -15 5 5 8 5 8 Pa e 2 Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in) a 2018 b 2019 c 2020 d 2021 e 2022 f Total 1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") 2 Tax revenues levied for the organ- ization's benefit and either paid to or expended on its behalf 3 The value of services or facilities furnished by a governmental unit to the organization without charge 4 Total. Add lines 1 through 3 ....._.. 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) 6 Public support. Subtract line 5 from line 4. Section B. Total Support Calendar year (or fiscal year beginning in) a 2018 b 2019 c 2020 d 2021 e 2022 f Total 7 Amounts from line 4 - -- ---------- 8 Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources 9 Net income from unrelated business activities, whether or not the business is regularly carried on 10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) 11 Total support. Add lines 7 through 10 12 Gross receipts from related activities, etc. (see instructions)..................................................................... 112 13 First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here............................................................................................................. ....................... 0 Section C. Computation of Public Support Percentage 14 Public support percentage for 2022 (line 6, column (f), divided by line 11, column (f))--------------------------------- 14 15 Public support percentage from 2021 Schedule A, Part 11, line 14............................................................... 15 16a 33 1/3% support test - 2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization 0 ................................................................................................ b 33 1/3% support test - 2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization 0 17a 10% -facts-and-circumstances test - 2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the facts -and -circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts -and -circumstances test. The organization qualifies as a publicly supported organization 0 b 10% -facts-and-circumstances test - 2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the facts -and -circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts -and -circumstances test. The organization qualifies as a publicly supported organization 0 ................................. 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions --------- 0 Schedule A (Form 990) 2022 232022 12-09-22 Schedule A Form 990 2022 CAPE FEAR HABITAT FOR HUMANITY INC. 5 6 -15 5 5 8 5 8 Pa e 3 Part III Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in) a 2018 b 2019 c 2020 d 2021 a 2022 f Total 1 Gifts, grants, contributions, and membership fees received. (Do not include any"unusual grants.") 2510382. 3441914. 2468415. 2488392. 4260726.15169829. 2 Gross receipts from admissions, merchandise sold or services per- formed, or facilities furnished in any activity that is related to the organization'stax-exempt purpose 1630591. 1775047. 3604848. 4215295. 2534484.13760265. 3 Gross receipts from activities that are not an unrelated trade or bus- iness under section513 --------------- 2078073. 1826891. 2915289. 2931798. 3050765.12802816. 4 Tax revenues levied for the organ- ization's benefit and either paid to or expended on its behalf 5 The value of services or facilities furnished by a governmental unit to the organization without charge 6219046. 7043852. 8988552. 9635485. 9845975.41732910. 6 Total. Add lines 1 through 5 --------- 7a Amounts included on lines 1, 2, and 3 received from disqualified persons 0. b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year 0. 0. c Add lines 7a and 7b 4173291 0. 8 Public support. Subtract line 7cfrom line 6. Section B. Total Support Calendar year (or fiscal year beginning in) a 2018 b 2019 c 2020 d 2021 a 2022 f Total 6219046. 70438526 8988552. 9635485. 9845975.41732910. 9 Amounts fromline6 ..................... 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources 547. 1,383. 1,827. 612. 11,736. 16,105. b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 547. 1,383. 1,827. 612. 11,736. 16,105. cAdd lines 1Oaand 10b .................. 11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on 12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) --- 13 Total support. (Add lines 9, 10c, 11, and 12.) 6219593. 7045235. 8990379. 9636097. 9857711.41749015. 14 First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, checkthis box and stop here ........................................................................................................... 0 Section C. Computation of Public Support Percentage 15 Public support percentage for 2022 (line 8, column (f), divided byline 13, column (f)) Section D. Computation of Investment Income Percentage 17 Investment income percentage for 2022 (line 10c, column (f), divided byline 13, column (f)) ........................ 17 .04 % 18 Investment income percentage from 2021 Schedule A, Part III, line 17...................................................... 18 .01 % 19a 33 1/3% support tests - 2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box andstop here. The organization qualifies as a publicly supported organization b 33 1/3% support tests - 2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box andstop here. The organization qualifies as a publicly supported organization 0 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b. check this box and see instructions ........................ 0 232023 12-09-22 Schedule A (Form 990) 2022 Schedule A Form 990 2022 CAPE FEAR HABITAT FOR HUMANITY INC. 5 6 -15 5 5 8 5 8 Pa e 4 Part IV Supporting Organizations (Complete only if you checked a box on line 12 of Part I. If you checked box 12a, Part I, complete Sections A and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete Section A. All Su 1 Are all of the organization's supported organizations listed by name in the organization's governing documents? If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain. 1 2 Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2). 2 3a Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below. 3a b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes, " describe in Part VI when and how the organization made the determination. 3b c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use. 3c 4a Was any supported organization not organized in the United States ("foreign supported organization")? If "Yes, " and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below. 4a b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If "Yes," describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations. 4b c Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If "Yes, " explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes. 5a Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes," answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document). 5a b Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document? 5b c Substitutions only. Was the substitution the result of an event beyond the organization's control? 5c 6 Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? If "Yes," provide detail in Part VI. 6 7 Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If "Yes," complete Part I of Schedule L (Form 990). 8 Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If "Yes, " complete Part I of Schedule L (Form 990). 9a Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If "Yes," provide detail in Part VI. 9a b Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If "Yes," provide detail in Part VI. 9b c Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If "Yes," provide detail in Part VI. 9c 10a Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non -functionally integrated supporting organizations)? If "Yes," answer line 10b below. 10� b Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to Yes I No 232024 12-09-22 Schedule A (Form 990) 2022 Schedule A Form 990 2022 CAPE FEAR HABITAT FOR HUMANITY INC. 5 6 —15 5 5 8 5 8 Pa e 5 FP`a-rt-1V7 Supporting Organizations (continued) Yes No 11 Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls, either alone or together with persons described on lines 11 b and 11 c below, the governing body of a supported organization? 1 is b A family member of a person described on line 11a above? 11b c A 35% controlled entity of a person described on line 11a or 11 b above? If "Yes" to line 1la, 11b, or 11c, provide detail in Part VI. 11c Section B. Type I Supporting Organizations No Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's officers, directors, or trustees at all times during the tax year? If "No," describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization's activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove officers, directors, or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year. Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If "Yes," explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, Section C. Type II Supporting Organizations No 1 Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? If "No," describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s). 1 Section D. All Type III Supporting Organizations No 1 Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization's governing documents in effect on the date of notification, to the extent not previously provided? 2 Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s). 3 By reason of the relationship described on line 2, above, did the organization's supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year? If "Yes, " describe in Part VI the role the organization's supported organizations played in this regard. 3 Section E. Type III Functionally Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the yeatsee instructions). a 0 The organization satisfied the Activities Test. Complete line 2 below. b 0 The organization is the parent of each of its supported organizations. Complete line 3 below. c 0 The organization supported a governmental entity. Describe in Part VI how you supported a governmental entity (see instructions). 2 Activities Test. Answer lines 2a and 2b below. Yes No a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities. b Did the activities described on line 2a, above, constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization's position that its supported organization(s) would have engaged in these activities but for the organization's involvement. 3 Parent of Supported Organizations. Answer lines 3a and 3b below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? If "Yes" or "No" provide details in Part VI. b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its su000rted oraanizations? If "Yes." describe in Part VI the role slaved by the organization in 232025 12-09-22 Schedule A (Form 990) 2022 I1 1 U Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non -functionally integrated supporting organizations must complete Sections A through E. Section A - Adjusted Net Income (A) Prior Year (B) Current Year (optional) 1 Net short-term capital gain 1 2 Recoveries of prior -year distributions 2 3 Other gross income see instructions 3 4 Add lines 1 through 3. 4 5 Depreciation and depletion 5 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income see instructions 6 7 Other expenses see instructions 7 8 Adjusted Net Income subtract lines 5, 6, and 7 from line 4 8 Section B - Minimum Asset Amount (A) Prior Year (B) Current Year (optional) 1 Aggregate fair market value of all non -exempt -use assets (see instructions for short tax year or assets held for part of year): a Average monthly value of securities is b Average monthly cash balances lb c Fair market value of other non -exempt -use assets is d Total add lines 1 a, 1 b, and 1 c id e Discount claimed for blockage or other factors (explain in detail in Part VI): 2 Acquisition indebtedness applicable to non -exempt -use assets 2 3 Subtract line 2 from line 1 d. 3 4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4 5 Net value of non -exempt -use assets subtract line 4 from line 3 5 6 Multiply line 5 by 0.035. 6 7 Recoveries of prior -year distributions 7 8 Minimum Asset Amount add line 7 to line 6 8 Section C - Distributable Amount Current Year 1 Adjusted net income for prior year from Section A, line 8, column A 1 2 Enter 0.85 of line 1. 2 3 Minimum asset amount for prior year from Section B, line 8, column A 3 4 Enter greater of line 2 or line 3. 4 5 Income tax imposed in prior year 5 6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction see instructions). 6 7 0 Check here if the current year is the organization's first as a non -functionally integrated Type III supporting organization (see instructions). Schedule A (Form 990) 2022 232026 12-09-22 Schedule A Form 990 2022 CAPE FEAR HABITAT FOR HUMANITY INC. 5 6 -15 5 5 8 5 8 Pa e 7 FP_a_r_tV_T Type III Non -Functionally Integrated 509(a)(3) Supporting Organizations (continued) Section D - Distributions Current Year 1 Amounts paid to supported organizations to accomplish exempt purposes 1 2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity 2 3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3 4 Amounts paid to acquire exempt -use assets 4 5 Qualified set -aside amounts(prior IRS approval requiredprovide details in Part VI 5 6 Other distributions describe in Part VI). See instructions. 6 7 Total annual distributions. Add lines 1 through 6. 7 8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions. 8 9 Distributable amount for 2022 from Section C, line 6 9 10 Line 8 amount divided bV line 9 amount 10 Section E - Distribution Allocations (see instructions) (i) Excess Distributions (ii) Underdistributions Pre-2022 (iii) Distributable Amount for 2022 1 Distributable amount for 2022 from Section C, line 6 2 Underdistributions, if any, for years prior to 2022 (reason- able cause required - explain in Part VI). See instructions. 3 Excess distributions carryover, if any, to 2022 a From 2017 b From 2018 c From 2019 d From 2020 e From 2021 f Total of lines 3a through 3e Applied to underdistributions of prior years h Applied to 2022 distributable amount i Carryover from 2017 not applied see instructions . Remainder. Subtract lines 3 , 3h, and 3i from line 3f. 4 Distributions for 2022 from Section D, line 7: $ a Applied to underdistributions of prior years b Applied to 2022 distributable amount c Remainder. Subtract lines 4a and 4b from line 4. 5 Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part VI. See instructions. 6 Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions. 7 Excess distributions carryover to 2023. Add lines 3j and 4c. 8 Breakdown of line 7: a Excess from 2018 b Excess from 2019 c Excess from 2020 d Excess from 2021 e Excess from 2022 Schedule A (Form 990) 2022 232027 12-09-22 Schedule A (Form 990) 2022 CAPE FEAR HABITAT FOR HUMANITY. INC. 5 6 -15 5 5 8 5 8 Paae 8 Part VI Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11 a, 11 b, and 11 c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1 c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1 e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.) 232028 12-09-22 Schedule A (Form 990) 2022 Schedule B Schedule of Contributors (Form 990) Attach to Form 990 or Form 990-113F. Department of the Treasury Go to www.irs.gov/Form990 for the latest information. Name of the organization Organization type (check one): Filers of: Section: Form 990 or 990-EZ ® 501(c)( 3 ) (enter number) organization 0 4947(a)(1) nonexempt charitable trust not treated as a private foundation 0 527 political organization Form 990-PF 0 501(c)(3) exempt private foundation 0 4947(a)(1) nonexempt charitable trust treated as a private foundation 0 501(c)(3) taxable private foundation OMB No. 1545 0047 2022 Employer identification number Check if your organization is covered by the General Rule or a Special Rule. Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule ® For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions. Special Rules 0 For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or (2) 2% of the amount on (i) Form 990, Part Vill, line 1 h; or (ii) Form 990-EZ, line 1. Complete Parts I and II. 0 For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I (entering MA" in column (b) instead of the contributor name and address), II, and III. 0 For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ___________________________________________________ $ Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990), but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990). LHA For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990) (2022) 223451 11-15-22 Schedule B (Form 991 Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 1 HABITAT FOR HUMANITY OF NC, INC $ 627,711. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 1053 E WHITAKER MILL RD, STE 115 RALE I GH , NC 27604 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 2 SADIE MALLOY $ 325,000. Person 0 Payroll 0 Noncash (Complete Part II for noncash contributions.) 32 HAMPTON DR CASTLE HAYNE , NC 28429 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 3 NEW HANOVER COUNTY $ 168,187. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 230 GOVERNMENT CENTER DR, STE 165 WILMINGTON , NC 28403 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 4 NEW HANOVER COMMUNITY ENDOWMENT $ 200,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) PO BOX 4730 WILMINGTON , NC 28406 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 5 COMMUNITY CARE LOWER CAPE FEAR $ 124,431. Person EXI Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 1209 CULBRETH DR, STE 208 WILMINGTON , NC 28405 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 6 LIVE OAK BANK $ 121,500. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 1741 T I BURON DR WILMINGTON , NC 28403 223452 11-15-22 Schedule B (Form 990) (2022) Schedule B (Form 991 Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 7 CITY OF WILMINGTON $ 118,017. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) PO BOX 1810 WILMINGTON , NC 28402 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 8 HABITAT FOR HUMANITY INTERNATIONAL $ 110,635. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 285 PEACHTREE CENTER AVE NE, STE 2700 ATLANTA , GA 30303 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 9 EILEEN ROCK TRUST $ 100,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 127 RAC INE DR WILMINGTON , NC 28403 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 10 THE CANNON FOUNDATION, INC. $ 60,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) PO BOX 548 CONCORD, NC 28026 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 11 FIDELITY BROKERAGE SERVICES, LLC $ 53,500. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 900 SALEM ST SMITHFIELD, RI 02917 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 12 DENIS CLAVELOUX $ 52,548. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 115 HILLSHIRE DR WINNABOW , NC 28479 223452 11-15-22 Schedule B (Form 990) (2022) Schedule B (Form 991 Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 13 NEW HANOVER COUNTY $ 50,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 230 GOVERNMENT CENTER DR, STE 165 WILMINGTON , NC 28403 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 14 NORTH CAROLINA COMMUNITY FOUNDATION, INC . $ 39,500. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 3737 GLENWOOD AVE, STE 460 RALEIGH , NC 27612 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 15 LOWE ' S $ 28,500. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 1000 LOWE ' S BLVD MOORESVILLE, NC 28117 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 16 RMS , LLC $ 25,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 31 INVERNESS CENTER PKWY, STE 200 HOOVER, AL 35242 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 17 CYNTHIA AND GEORGE MITCHELL FOUNDATION $ 20,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) PO BOX 8937 THE WOODLANDS, TX 77387 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 18 SCHWAB CHARITABLE $ 16,625. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 211 MAIN ST, FL 10 SAN FRANCISCO, CA 94105 223452 11-15-22 Schedule B (Form 990) (2022) Schedule B (Form 991 Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 19 PRUDENTIAL $ 14,490. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) PO BOX 13686 PHILADELPHIA, PA 19176 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 20 FIRST BAPTIST CHURCH OF WILMINGTON $ 12 , 7 7 6 . Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 411 MARKET ST WILMINGTON , NC 28401 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 21 BENEVITY CAUSES $ 11,957. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 32 W 2 5 TH AVE ,# 2 0 3 SAN MATEO , CA 94403 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 22 UNITED WAY OF THE CAPE FEAR AREA $ 10,526. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 127 GRACE ST WILMINGTON , NC 28401 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 23 PUBLIX SUPERMARKETS CHARITIES $ 10,200. Person Ell Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) PO BOX 407 LAKELAND , FL 33802 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 24 WELLS FARGO FOUNDATION $ 10,050. Person ExI Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 100 N MAIN ST WINSTON SALEM, NC 27101 223452 11-15-22 Schedule B (Form 990) (2022) Schedule B (Form 991 Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 25 NATIONAL PHILANTHROPIC TRUST $ 10,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 165 TOWNSHIP LINE RD , STE 1200 JENKINTOWN , PA 19046 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 26 ST. ANDREWS-COVENANT PRESBYTERIAN CHURCH $ 10 , 0 0 0 . Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 1416 MARKET ST WILMINGTON , NC 28401 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 27 HSP, LLC $ 9,250. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 5022 WRIGHTSVILLE AVE WILMINGTON, NC 28403 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 28 JEFF GORDON CHEVROLET $ 8,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 228 S COLLEGE RD WILMINGTON , NC 28403 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 29 BANK OF AMERICA $ 7,500. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 225 FRANKLIN ST, STE 901 BOSTON, MA 02110 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 30 CAPE FEAR GARDEN CLUB $ 7,500. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) PO BOX 4751 WILMINGTON , NC 28406 223452 11-15-22 Schedule B (Form 990) (2022) Schedule B (Form 991 Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 31 WHIRLPOOL CORPORATION $ 7,150. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 6409 CHALFONT C I R WILMINGTON, NC 28405 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 32 RAYMOND JAMES CHARITABLE $ 7,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) PO BOX 23559 ST PETERSBURG , FL 33742 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 33 ROTARY CLUB OF WILMINGTON CAPE FEAR $ 6,500. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) PO BOX 7192 WILMINGTON, NC 28403 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 34 DOWNTOWN WILMINGTON ROTARY CLUB $ 6,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) PO BOX 7381 WILMINGTON, NC 28406 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 35 CHARLES AND CAROLYN KERR $ 5,208. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 6900 NORTH RIDGE DR RALEIGH , NC 27615 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 36 CITY OF WILMINGTON $ 84,200. Person 0 Payroll 0 Noncash (Complete Part II for noncash contributions.) PO BOX 1810 WILMINGTON, NC 28402 223452 11-15-22 Schedule B (Form 990) (2022) Schedule B (Form 991 Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 37 NEW HANOVER COUNTY $ 45,000. Person 0 Payroll 0 Noncash (Complete Part II for noncash contributions.) 230 GOVERNMENT CENTER DR, STE 165 WILMINGTON , NC 28403 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 38 CHRI S HALLMAN $ 5,144. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 14289 BANDED RACOON DR WEST PALM BEACH, FL 33418 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 39 ALPHA SERVICES $ 5,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) PO BOX 3369 COEUR D ALENE , ID 83816 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 40 AMERICAN FUNDS $ 5,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) PO BOX 2560 NORFOLK , VA 23501 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 41 BALDING BROTHERS $ 5,000. Person Ell Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) PO BOX 1947 WILMINGTON , NC 28402 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 42 CLANCY & THEYS CONSTRUCTION CO. $ 5,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 2250 SHIPYARD BLVD , STE 1 WILMINGTON , NC 28403 223452 11-15-22 Schedule B (Form 990) (2022) Schedule B (Form 991 Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 43 THE CONGREGATIONAL CHURCH OF NEW CANAAN $ 5,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 23 PARK ST NEW CANAAN , CT 06840 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 44 ROBERT AND HELEN HOLT $ 5,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 807 B SOUTH SHORE DR SURF CITY, NC 28445 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 45 JACKSON NATIONAL LIFE INSURANCE $ 5,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 1 CORPORATE WAY LANS ING , MI 48951 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 46 MCKEE HOMES $ 5,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 4208 SIX FORKS RD, STE 810 RALE I GH , NC 27609 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 47 NOVANT HEALTH NHRMC $ 5,000. Person Ell Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 2131 S 17TH ST WILMINGTON , NC 28401 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 48 OLD NORTH STATE WEALTH MANAGEMENT $ 5,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 1430 COMMONWEALTH DR, STE 200 WILMINGTON , NC 28403 223452 11-15-22 Schedule B (Form 990) (2022) Schedule B (Form 991 Name of organization Employer identification number Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 49 THE PITCAIRN DONOR -ADVISED FUND $ 5,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 165 TOWNSHIP LINE RD , STE 1200 JENKINTOWN , PA 19046 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 50 VIRGINIA REICH $ 5,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 1719 SIGNATURE PL WILMINGTON , NC 28405 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 51 SWEYER PROPERTY MANAGEMENT $ 5,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 1612 MILITARY CUTOFF RD , STE 303 WILMINGTON, NC 28403 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 52 THE HOME DEPOT $ 5,000. Person Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 6 219 MYRTLE GROVE RD WILMINGTON , NC 28409 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution 53 TONGUE & GROOVE DESIGN + BUILD $ 5,000. Person IZI Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 6131 OLEANDER DR WILMINGTON , NC 28403 (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution $ Person 0 Payroll 0 Noncash 0 (Complete Part II for noncash contributions.) 223452 11-15-22 Schedule B (Form 990) (2022) Schedule B (Form 991 Name of organization Employer identification number Part II Noncash Property (see instructions). Use duplicate copies of Part 11 if additional space is needed. (a) No. from Part I (b) Description of noncash property given (c) FMV (or estimate) (See instructions.) (d) Date received 2 HOUSE AND LAND $ 325,000. 06/30/23 (a) from Part I Description of noncash property given (c) FMV (or estimate) (See instructions.) Date received 36 LAND $ 84,200. 12/21/22 (a) No. from Part I (b) Description of noncash property given (c) FMV (or estimate) See instructions.) ( (d) Date received 37 LAND $ 45,000. 08/03/22 (a) No. from Part I (b) Description of noncash property given 1c) FMV (or estimate) See instructions.) ( (d) Date received (a) No. from Part 1 (b) Description of noncash property given (c) FMV (or estimate) (See instructions.) (d) Date received (a) from Part I Description of noncash property given (c) FMV (or estimate) (See instructions.) Date received $ 223453 1 1-15-22 Schedule B (Form 990) (2022) Schedule B (Form 991 Name of organization Employer identification number Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations $ completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this info. once.) Use duplicate copies of Part III if additional space is needed. (a) No. from Part I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name address and ZIP + 4 Relationship of transferor to transferee (a) No. from Part I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name address and ZIP + 4 Relationship of transferor to transferee (a) No. from Part I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name address and ZIP + 4 Relationship of transferor to transferee (a) No. from Part I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name address and ZIP + 4 Relationship of transferor to transferee 223454 11-15-22 Schedule B (Form 990) (2022) SCHEDULE D Supplemental Financial Statements OMB No. 1545-0047 (Form 990) Complete if the organization answered "Yes" on Form 990, 2022 Part IV, line 6, 79 89 99 109 1la, I1b, I1c, 11d, Ile, 11f, 12a, or 12b. Department of the Treasury Attach to Form 990. Open to Public Internal Revenue Service Go to www.irs.gov/Form990 for instructions and the latest information. Inspection Name of the organization Employer identification number CAPE FEAR HABITAT FOR HUMANITY INC. 56-1555858 Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6. (a) Donor advised funds I (b) Funds and other accounts 1 Total number at end of year ............................................ 2 Aggregate value of contributions to (during year) ........... 3 Aggregate value of grants from (during year) ................ 4 Aggregate value at end of year .................... _____________1 1 5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? ................................. ____.......... _______ 0 Yes 0 No 6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring im ermissible rivate benefit? ..................................................................................... 0 Yes 0 No Part II Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply). 0 Preservation of land for public use (for example, recreation or education) 0 Preservation of a historically important land area 0 Protection of natural habitat 0 Preservation of a certified historic structure 0 Preservation of open space 2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. I I Held at the End of the Tax Year a Total number of conservation easements 2a b Total acreage restricted by conservation easements -- --- --- -------------------------- --- --- ------- 2b c Number of conservation easements on a certified historic structure included in (a) .................................... 2c d Number of conservation easements included in (c) acquired after July 25,2006, and not on a historic structure listed in the National Register_______________________________________________________________________________________ 2d 3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year 4 Number of states where property subject to conservation easement is located 5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? 0 Yes 0 No 6 Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year 7 Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(13)(i) and section 170(h)(4)(B)(ii)? 0 Yes 0 No 9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements. Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 8. is If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide in Part XIII the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items (1) Revenue included on Form 990, Part VIII, line 1 $ .......................................................................................... (ii) Assets included in Form 990, Part X......................................................................................................... $ 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under FASB ASC 958 relating to these items: a Revenue included on Form 990, Part VIII, line 1 $ b Assets included in Form 990, Part X............................................................................................................... $ LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2022 232051 09-01-22 Schedule D Form 990 2022 CAPE FEAR HABITAT FOR HUMANITY INC. 5 6 -15 5 5 8 5 8 Pa e 2 Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets(continued) 3 Using the organization's acquisition, accession, and other records, check any of the following that make significant use of its collection items (check all that apply): a 0 Public exhibition b 0 Scholarly research c 0 Preservation for future generations 0 Loan or exchange program 0 Other 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? .................................... 0 Yes 0 No Part IV Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? 0 Yes ® No b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount cBeginning balance................................................................................................................................. 1c dAdditions during the year -------------------------- -- -- -- -------------------------------------- -- -- --------------------------- -- -- -- 1d e Distributions during the year -------------------- -- -- -- -------------------------------------- -- -- --------------------------- -- -- -- le fEnding balance --- -- -- -- --------------------------- -- -- -- -------------------------------------- -- -- ------------------------------ -- -- 1f 2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ............... ® Yes 0 No b If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII.................................... EXI Part V I Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10. is Beginning of year balance ..................... b Contributions - -- -- -- -- ----------------------- c Net investment earnings, gains, and losses d Grants or scholarships ___________________________ e Other expenditures for facilities and programs .. f Administrative expenses ________________________ g End of year balance (a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back 2 Provide the estimated percentage of the current year end balance (line 1 g, column (a)) held as: a Board designated or quasi -endowment % b Permanent endowment c Term endowment The percentages on lines 2a, 2b, and 2c should equal 100%. 3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by: Yes No (i) Unrelated organizations............................................................................ ................... F (ii) Related organizations ........._ b If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule R?------------------------------------------------------------ 4 Describe in Part XIII the intended uses of the organization's endowment funds. Part VI Land, Buildings, and Equipment. Complete if the organization answered "Yes" on Form 990, Part IV, line 11 a. See Form 990, Part X, line 10. Description of property (a) Cost or other basis (investment) (b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value 1a Land ------------------ -- -- --------------------------- -- -- b Buildings______________________________________________________ c Leasehold improvements d Equipment --------------------------------------------------- eOther............................................................ 1,398,000. 1,398,000. 11751,776. 451 555. 1, 300, 221. 546,967.1 453,220. 93,747. Total. Add lines 1 a through 1 e. Column d must equal Form 990 Part X column 8 line 10c........................................... 2,791,968. Schedule D (Form 990) 2022 232052 09-01-22 Schedule D Form 990 2022 CAPE FEAR HABITAT FOR HUMANITY INC. 5 6 -15 5 5 8 5 8 Pa e 3 Part VII Investments - Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11 b. See Form 990, Part X, line 12. (a) Description of security or category (including name of security) (b) Book value (c) Method of valuation: Cost or end -of -year market value (1) Financial derivatives (2) Closely held equity interests (3) Other A B C D E G H Total. Col. M must equal Form 990 Part X col. B line 12. Part VIII I Investments - Program Related. Complete if the organization answered "Yes" on Form 990, Part IV, line 11 c. See Form 990, Part X, line 13. (a) Description of investment (b) Book value (c) Method of valuation: Cost or end -of -year market value 1 HOMES UNDER CONSTRUCTION 5,287,351. Cost 2 3 4 5 6 7 8 9 Total. Col. M must equal Form 990 Part X col. B line 13. 5,287,351. Part IX Other Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 11 d. See Form 990, Part X, line 15. (a) Description I (b) Book value Total. (Column (b) must equal Form 990, Part X, col. (8) line 15.)....................................................................................... Complete if the organization answered "Yes" on Form 990, Part IV, line 11 e or 11 f. See Form 990, Part X, line 25. 1 (a) Description of liability (b) Book value 1 Federal income taxes 2 OPERATING LEASE OBLIGATION 243 242. 3 4 5 6 7 8 9 Total. Column b must equal Form 990, Part X, col. 8 line 25.) ....................................................................................... 243,242. 2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FASB ASC 740. Check here if the text of the footnote has been provided in Part XIII ... Schedule D (Form 990) 2022 232053 09-01-22 Schedule D (Form 990) 2022 CAPE FEAR HABITAT FOR HUMANITY. INC. 5 6 -15 5 5 8 5 8 Paoe 4 Part XI I Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered "Yes" on Form 990, Part IV, line 12a. 1 Total revenue, gains, and other support per audited financial statements-------------------------------------------------------- 1 7 177,304. 2 Amounts included on line 1 but not on Form 990, Part VIII, line 12: a Net unrealized gains (losses) on investments______________________________________________________ 2a b Donated services and use of facilities 2b c Recoveries of prior year grants........................................................................... 2c d Other (Describe in Part XIII.)...................................... 2d eAdd lines 2a through 2d............................................................................................................... 2e 0. 3 Subtract line 2e from line 1 3 7,177,304. 4 Amounts included on Form 990, Part VIII, line 12, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b ________________________ 4a b Other (Describe in Part XIII.) 4b c Add lines 4a and 4b 4c 0. 5 Total revenue. Add lines 3 and 4c. (This must eaual Form 990. Part 1. line 12) 5 7.177.304. Part xii I Reconciliation of Expenses per Audited Financial statements With Expenses per Return. Complete if the organization answered "Yes" on Form 990, Part IV, line 12a. 1 Total expenses and losses per audited financial statements 1 4,706,149. 2 Amounts included on line 1 but not on Form 990, Part IX, line 25: a Donated services and use of facilities 2a b Prior year adjustments -------------------- ............................. 2b c Other losses ..... 2c d Other (Describe in Part XIII.).............................................................................. 2d eAdd lines 2a through 2d................................................................................................................................. 2e 0 . 3 Subtract line 2e from line 1 3 4,706,149. 4 Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b ________________________ 4a b Other (Describe in Part XIII.)...................................... 4b c Add lines 4a and 4b 4c 0. 5 Total ex enses. Add lines 3 and 4c. his must e ,,;Form 990 Part 1 line 18.) ................................................ 5 4,706,149. Part XIII Supplemental Information. Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines la and 4; Part IV, lines 1 band 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information. Part IV, line 2b: THE ORGANIZATION HOLDS HOMEBUYER CLOSING FUNDS IN A SEPARATE, RESTRICTED CASH ACCOUNT. Part X. Line 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXATAION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THERE ARE NO FEDERAL OR STATE TAX AUDITS OF THE ORGANIZATION IN PROGRESS, AND HABITAT BELIEVES IT IS NOT SUBJECT TO TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO FY 2019/2020. 232054 09-01-22 Schedule D (Form 990) 2022 Schedule D Form 990 2022 CAPE FEAR HABITAT FOR HUMANITY INC. 5 6 -15 5 5 8 5 8 Pa e 5 Part XIII I Supplemental Information (continued) Schedule D (Form 990) 2022 232055 09-01-22 �co L v U E Ln oNo �N o� 00 Lf1 O rLn - Ln Z O y ro U 0 0� a) Ln a� O a E LL Q A LL J p LL E O �LL s C a C f H Ei H w W 0 z F1 N d ro o N N c o ro d O CA CA E s o LL O 5 N 'l N 7 } 3 a N s co s� ro O 0 j N ro rn O 3) N i +L+ ) N s ro Cl in E as 0 i � c ) c w c 0 c a> 0. COa CO s -a o co " o o � p m 5 +L C Q cy o -0 c E co s 0 r o C) cos w _ d a) N O N E O in 0 p 69 .N O 3 N N — N N L O O C N N *' m O 5 N N N E a) N N N s Q ] L% o O L U y N > a iC _ c O co m A -O CL N _ ro i� IE! E Ix E Pi W W _O U E O ro H ca M aN w aN ro O V H E+ H E+ S E+ a z z cn o a a z a E E O t:) H H N Q U C C ro O N .Q .N U co N V) co 0) O C Y = ro O O ro i O-N L ro m > �cz2 O N 0 0 0 :3 N C O co co — Eck' Qcco co p H � rn 0) � c f0 r Ln co 0 0) Ln Lo Ln r Ln EL Qco a c o a� U L N ro (� it M M M ca V C. Ln V 0 Ln V 0 Ln z w O 0 N N 0) z O O ro a H N c 0 F Q o M coo a w a w r w cD w O o 0 El El " 0 El cc a w m" a w m0 a w m" N E i7 E C7 E i7 ro F F F R z. El PQ U z U z El PQ U x l x l x l N Q 2 J RT 00 U) 00 Ln Ln Ln L,O LP) N N N C ca (6 a 0 m m E O LL C O U_0 z� H 3 P H a y N faj C r� O x� 0 °' wQ E E1 O k U Ei rn H 3 u1) W -0-0 x�= U N 0 a co 75 O c= W o (34 -00 0 N U) 0 a) 0 � Q U N m -0 00a) N a 0 ca E CO 0 d � a N U C co N N L co U C O C O C O .Q U N N � L O p cC N 7 N > .ro oQ O_ O: L LL N O �• O a O U C O O � C N :3U) O O Et Q N -6 U 0 �al :3 O EL Q N m V U 0 m E .Q ZU N U C (6 w co 2 0 ca f6 0 N a lC V. w z W Ix 0 W A z O H E-1 H E4 z 0 A w Ei H Ei W �i z U2 Ei H r4 O z O H E-1 1:4 0 a U2 E-1 H Nw W 34 Ei 4 E-1 H pq x E- a E- c a x a z c E- a z a E- Z I— E- a E- I— a c E- c z I-� H 0 z O w z H UI w 0 x E� U E� z 0 U 0 Ei Q W w W x E� U) w U) z W x E� z 0 H E� z x w Ei z H SCHEDULE M Noncash Contributions OMB No.1545-0047 (Form 990) 2022 Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30. Department of the Treasury Attach to Form 990. Open to Public Internal Revenue Service Go to www.irs.gov/Form990 for instructions and the latest information. Inspection Name of the organization Employer identification number CAPE FEAR HABITAT FOR HUMANITY INC. 56-1555858 Part I I Types of Property 1 Art - Works of art -- ------------------------------ -- 2 Art - Historical treasures 3 Art - Fractional interests 4 Books and publications 5 Clothing and household goods __________________ 6 Cars and other vehicles .............................. 7 Boats and planes ....................................... 8 Intellectual property 9 Securities - Publicly traded 10 Securities - Closely held stock _____________________ 11 Securities - Partnership, LLC, or trust interests 12 Securities - Miscellaneous ........................ 13 Qualified conservation contribution - Historic structures 14 Qualified conservation contribution - Other__ 15 Real estate - Residential 16 Real estate - Commercial 17 Real estate - Other ................ 18 Collectibles 19 Food inventory .......................................... 20 Drugs and medical supplies ________________________ 21 Taxidermy ........ 22 Historical artifacts - 23 Scientific specimens 24 Archeological artifacts 25 Other ( LAND ) 26 Other ( BUILDING SUPPLI) 27 Other ( ) 28 Other (a) Check if applicable (b) Number of contributions or items contributed (c) Noncash contribution amounts reported on Form 990, Part Vill, line 1 g (d) Method of determining noncash contribution amounts X 3 2 5 0 0 0. MV X 0 12 9 2 0 0 . MV X 0 41 103. MV 29 Number of Forms 8283 received by the organization during the tax year for contributions for which the organization completed Form 8283, Part V, Donee Acknowledgement ............29 30a During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least 3 years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period?.................................................................................................................. 30a b If "Yes," describe the arrangement in Part II. 31 Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions? 31 32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash contributions? 32a b If "Yes," describe in Part II. 33 If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked, describe in Part II. Yes No X X X LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule M (Form 990) 2022 232141 09-09-22 Schedule Form990 2022 CAPE FEAR HABITAT FOR HUMANITY INC. 56-1555858 Page 2 Part II Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information. 232142 09-09-22 Schedule M (Form 990) 2022 SCHEDULE o Supplemental Information to Form 990 or 990-EZ OMB No. 1545-0047 (Form 990) Complete to provide information for responses to specific questions on 2022 Form 990 or 990-EZ or to provide any additional information. Department of the Treasury Attach to Form 990 or Form 990-EZ. Open to Public Name of the organization Employer identification number CAPE FEAR HABITAT FOR HUMANITY, INC. 56-1555858 Form 990. Part I. Line 1. Descrir)tion of Oraanization Mission: BUILD HOMES, COMMUNITIES, AND HOPE. Form 990, Part VI, Section B, line 11b: COPIES OF THE RETURN ARE EMAILED TO ALL BOARD MEMBERS FOR REVIEW, AND QUESTIONS AND INQUIRIES ARE INVITED. Form 990, Part VI, Section B, Line 12c: ANNUAL DISCLOSURE REQUEST AT BOARD MEETING. Form 990, Part VI, Section B, Line 15: THE EXECUTIVE COMMITTEE OF THE BOARD MEETS ON MAJOR PERSONNEL DECISIONS SUCH AS COMPENSATION CHANGES. WAGE COMPARISON DATA IS PROVIDED, AND THE EXECUTIVE COMMITTEE REPORTS BACK TO THE FULL BOARD WHERE DECISIONS ARE DOCUMENTED IN THE MINUTES. Form 990, Part VI, Section C, Line 19: FORM 990 CAN BE FOUND ON THE ORGANIZATION'S WEBSITE. OTHER INFORMATION IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: HABITAT HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule O (Form 990) 2022 232211 10-28-22 Unrelated Business Income CARRYOVER DATA TO 2023 Name Employer Identification Number CAPE FEAR HABITAT FOR HUMANITY, INC. 56-1555858 Based on the information provided with this return, the following are possible carryover amounts to next year. Federal Post-2017 Net Operating Loss - SALE OF PURCHASED GOO 275,221. NC Net Operating Loss 275,221. 219341 04-01-22 j� E <j <j 2) 25 o , < < < < 2) 25 \\ < f) f$ J2 G2 < < w § § /Z5 c \\ < § < 0 � LU o G= /\ ƒ\ f) 25 0, c \\ ° _ < \2 4—J ® k 0() �§o] aD En c;Em <_ §:<_ o$ ( ` pi 222 �& 5� in,//j \\ @ \; . f$ { �:Q72 k3\�// \\ ®` J b2 6/< _ /) LUemo _ �\ d/7jjj \\ &$ »o204�m =e <eo=WLL==_eY-i=zo=o=eee>a <moezzo=_e«==zo=o=ee=>a j� E <j <j 2) 25 o , < < < < 2) 25 \\ < f) f$ J2 G2 < < w § § /Z5 c \\ < § < 0 � LU o G= /\ ƒ\ f) 25 0, c \\ < 2 A?) f5 ® o m \\ \\/ 2�D \k < \\ k k; f} / k\\�/ / \\ ®` J b2 6/< _ /) LUemo C)\ d/7jCD jCD \\ &$ »o2��m =e <eo=WLL==_eY-i=zo=o=eee>a <moezzo=_e«==zo=o=ee=>a