Charlotte County Habitat For Humanity
1750 Manzana Avenue
Punta Gorda FL 33950
Mission
Charlotte County Habitat for Humanity, a Christian housing ministry, is committed to home ownership:
  • By a needs-based partnership with low-income Charlotte County residents;
  • Building safe, affordable, quality housing;
  • Using volunteers and no-profit mortgages;
  • Strengthening lives and neighborhoods.
Leadership
CEO/Executive Director Mike Mansfield
Board Chair James D Gordon
Board Chair Affiliation Frohlich Gordon & Beason PA
General Info
Organization DBA
DBA
CHARLOTTE COUNTY HABITAT FOR HUMANITY
Supported Organization
Former Names
Tax Exempt Status Public Supported Charity
Incorporation Year 1987
Awarded competitive grant from Community Foundation in the last 5 years? Yes
State Charitable Solicitations Permit Yes May 2015
State Registration Yes Apr 2015
IRS Letter of Determination
View
Financial Summary
 
 
Projected Revenue $3,405,000.00
Projected Expenses $3,405,000.00
Other Documents
Impact Statement

 

During our 2013-2014 fiscal year Charlotte County Habitat served 47 local families through home ownership and home repairs.  We helped 28 local families achieve home ownership. This was accomplished through volunteer hours and donations from individuals, churches, businesses and sales at our three (3) ReSale Stores. 

Our affiliate also participated in the ‘Legacy of Valor’ campaign, which was funded by The Patterson Foundation to help low-income military veterans with home repairs such as exterior painting, landscaping and some essential interior repairs.  In addition, we also created a program to help veterans qualify for our home ownership program.  We are encouraging individuals to give back to veterans through our volunteer program. At the end of July, 2014, nine (9) homes owned by veterans were repaired, and repairs at one additional home will be completed by November, 2014.   Our staff was proud to participate in this campaign, and we look forward to assisting additional military veterans through our programs.  

Charlotte County Habitat operates ReSale Stores in Punta Gorda, Port Charlotte and Englewood.  Our ReSale Stores accept donated merchandise from residents in our community and then sell them to the public. 100% of our net store revenue goes directly into our program of providing safe, decent and affordable homes to low-income families in Charlotte County.

We also participated with Comcast Communications and Team Punta Gorda in a “Paint Your Heart Out” Program.  Through this joint effort, 10 homes, owned by low-income residents, were qualified and painted in one day.  The overall goal was to help restore neighborhood pride in our community.

Our 2014-2015 goal is to help 30 families achieve the dream of home ownership, continue helping qualified low-income military veterans with essential exterior home repairs, continue increasing our ReSale Store sales to generate revenue to help local residents, and continue creating affordable housing for low-income Charlotte County residents.


 

Needs Statement

Charlotte County Habitat for Humanity volunteers and donors are instrumental in improving the lives of low income families within our community and are valued by our organization.  Whether swinging a hammer, stocking store inventory or working at a special event, we have a place for volunteer skills and talents throughout the year.  Our experienced staff provides the necessary training. Charlotte County Habitat has volunteer opportunities in construction, special events, office support and our resale stores.

Our affiliate is currently in need of the following items:

  • Six (6) 18-volt Ryobi batteries to keep our construction staff and volunteers building and rehabbing homes - $300.00
  • Laptop computer for use in making PowerPoint presentations and videos regarding our mission - $799.00
  • Video camera with an external microphone outlet to be used to record our events, work site progress, home dedications, and to share the information with current and future supporters - $350.00
  • Ice machine for use by our construction staff and volunteers - $1,700.00
We also welcome financial donations to cover the cost of building materials, supplies and professional site supervision. Ninety-one (91) cents of every donated dollar is used in our programs.
Background Statement

Charlotte County Habitat for Humanity is a Christian organization committed to providing safe, decent and affordable homes to those in need in our community.  We strongly believe that everyone should have the opportunity to achieve the "American Dream" of owning their own home.  We also believe children should have the opportunity to grow up in a safe and stable environment.

The Charlotte County Habitat for Humanity affiliate was created in 1987 by Samuel Emerick. Sam was the first President of the Board of Habitat International. He continued to support Habitat's goals and served in an advisory role on our Board of Directors until he passed away in December 2011. His passing was a loss to our affiliate and the entire community.

Charlotte County Habitat for Humanity works to raise all of our funds locally. Our affiliate operates three ReSale Stores - one in Punta Gorda, one in Port Charlotte and one in Englewood. These stores help generate needed revenue for Charlotte County Habitat to continue to provide homes in our community.

What the poor need is capital and co-workers; what the rich need is a wise and honorable way of divesting themselves of their overabundance. Money comes from gifts shared by those who feel they have more than they need and from non-interest bearing loans from those who cannot afford to make a gift but want to provide working capital for the disinherited.

Through the work of Habitat, low-income families have found new hope in the form of affordable housing. Churches, community groups and others have joined together to successfully tackle a significant social problem. Charlotte County Habitat for Humanity has served over 300 families since 1987.
Areas Served
Areas Served
Area
FL- Charlotte
Service Categories
Primary Org Type Housing, Shelter
Secondary Org Type
Tertiary Org Type
Keywords
Habitat, Turkey Trot, Hooked on Habitat, Putting on the Ritz, Golf Tournament, Veterans
Statement from the Board Chair/Board President

   When I started my professional career, I knew that I wanted to give back to the community. I decided to find an organization that I was passionate about and try to contribute in any way that I could. After working with different charitable organizations, I quickly came to the realization that I was most passionate about my work with Charlotte County Habitat for Humanity. I was able to see firsthand the way the organization was able to change lives and build families by offering safe, affordable housing. Going to a home dedication and seeing the joy of a family that now owns their home is a feeling that is indescribable. I appreciated the fact that Habitat was not a hand out, but a hand up. The fact that families are still required to pay their mortgage and provide sweat equity really helped me appreciate the long-term effect that the organization had in building families.

   There has been a tremendous transformation during my years on the Board. We are blessed as an organization to have a dynamic CEO, Mike Mansfield. He has allowed the Board to become a better Board from a governance standpoint. Mike has transformed an organization that used to serve six to eight families per year to one that has served over 90 families in the past two years alone. His professional leadership has brought a results oriented business approach to the organization and its staff. This professional leadership has allowed the Board to step away from managing day-to-day issues.

   The transformation of the Board from its involvement in day-to-day issues to a Board that is able to focus on fund development, stewardship and advocacy has been a process that has taken a few years. We have done a good job of developing the strategic mission of the organization. We have articulated the organization's goal and purpose to the constituency we serve. This has allowed us, as a Board, to give a clear path for Mike and his staff to follow. Along these lines, we have worked closely with Mike to ensure effective organizational planning to make sure that we have the resources for the organization to fulfill its mission.

   Our Board's current focus on fund development and advocacy is critical to the continued success of our organization. In the past, the organization's staff was focused on development without the support of the Board. Mike's leadership over the past six years helped the staff increase its development efforts to serve over 45 families in our 2012-2013 fiscal year. The downturn in the economy has not spared our organization. Some of our funding sources have dried up, and the staff needs the increased support of the Board and community in order to continue our mission. We have placed an increased focus and emphasis on development within our Board governance structure. The success of this initiative is one of the reasons why we can continue to serve the number of families that we do as our funding sources evolve to more sustainable donor-centric efforts.

   Most importantly, we have a professional, independent Board that is passionate about the mission of the organization. We hope that our continued evolution as a Board will allow our organization to serve the deserving families that need a hand up in our community.

Statement from the CEO/Executive Director

   Charlotte County Habitat for Humanity, a non-profit, low income housing provider, has been dedicated to eliminating substandard housing in Charlotte County through a needs-based home ownership program for the past 27 years.  We believe in a "hand up" not a "hand out" philosophy.

   Charlotte County Habitat for Humanity partners with families on the journey to home ownership and a better life.  Families provide sweat equity, take home ownership classes, pay a down payment, and then pay back a mortgage they can afford.  Charlotte County Habitat for Humanity also provides a program called 'Veterans Repair Program', which was created to honor veterans, inspire patriotism and embrace freedom.  Our Programs change lives as well as communities. 

   We take great pride at Charlotte County Habitat for Humanity in our fiscal responsibility.  Ninety-one (91) cents of every dollar donated goes directly into our program delivery.  We are able to achieve this through the many dedicated volunteers who help keep our overhead down.

   Charlotte County Habitat for Humanity has an amazing group of Board members who are all very committed to the Habitat mission.  One hundred percent (100%) of our Board contributes financially to our organization.  They also provide tremendous guidance and oversight making our organization very successful.

   We also have dedicated staff who believes in the Habitat mission.  Many staff members are also donors and volunteers who believe that Habitat is a lifestyle not a job.  Our organization is unique in the fact that day in and day out our staff is constantly adapting to the needs of the families we serve.  They continuously search out new and innovative ways to help families with housing solutions.  Our motto is "one more family".  It does not matter what goal is set for our staff, we will always try and help one more family and find the resources to do so.

   Charlotte County Habitat for Humanity is truly blessed to have so many dedicated individuals who believe and support the Habitat mission.  We are committed to working diligently until every family has a simple, decent home.
Programs
Description

Charlotte County Habitat for Humanity, a Christian ministry, welcomes all. Our family selection is made by a committee, which bases their decisions on the following criteria: Applicants must have a need for housing, must have lived or worked in Charlotte County, FL for 12 months, must be U.S. Citizens or have Permanent Resident Alien immigration status, must be willing to partner with our affiliate, and must have the ability to pay.

If you would like to enable our affiliate to help additional qualified residents achieve home ownership, financial contributions can be mailed to our office (1750 Manzana Avenue, Punta Gorda FL 33950) or made through our website: www.charlottecountyhfh.org. If you are interested in volunteering at our construction build sites, please contact our Volunteer Coordinator at 941-639-3162 or by email at volunteers@charlottecountyhfh.org.
Budget $2,700,000
Category Housing, General/Other Affordable Housing
Program Linked to Organizational Strategy Yes
Population Served Adults
Short Term Success Individuals who qualify for the Charlotte County Habitat Homeowner Program attend classes to learn budgeting and homeowner skills that will be useful throughout their lives. They also are required to complete sweat equity hours by helping construct their own homes or other homes, or by utilizing their skills handling other responsibilities at our affiliate. Completing their sweat equity hours often provides the individual a true feeling of achievement.
Long Term Success Our Habitat Homeowner Program is not a giveaway program. We consider it a “hand up” and not a “hand out”. In addition to an escrow deposit and monthly mortgage payments, homeowners invest hundreds of hours of their own labor (sweat equity) building their Habitat home and the homes of others. Charlotte County Habitat currently manages 260 mortgages. We have a homeowner retention rate of 96%, and we work closely with struggling families to give them the opportunity to succeed. Our family partners often continue volunteering at Habitat after they are in their homes as a way of giving back to the organization and community. By doing so, they help future Habitat homeowners reach their goals.
Program Success Monitoring The success of the Charlotte County Habitat Homeowner Program is monitored through the ability of our family partners to maintain their homes and remain current in their mortgage payments. We know our family partners work hard to purchase their homes, and we work with them ongoing as a partnership.
Program Success Examples

During our 2013-2014 fiscal year Charlotte County Habitat for Humanity helped 28 families achieve home ownership. Our 2014-2015 goal is to help 30 families. We receive 40 new inquiries per month on average regarding our program. Our staff works with the interested parties to help them become eligible applicants. Once a party is eligible and approved by our Board, they begin working on their sweat equity. The Charlotte County Habitat ‘Homeowner Program’ has allowed individuals who previously lost homes due to unexpected circumstances to once again become proud homeowners. Our Program has also provided individuals paying high rent the ability to work toward and become owners of safe, affordable homes resulting in better living conditions for their families.

Description

Legacy of Valor is a campaign created to rally our community to honor military veterans, inspire patriotism and embrace freedom. This work helps veteran homeowners protect their financial investment, honors their service and sacrifice, and helps ensure they are living in safe, well-maintained homes. To qualify, veterans must meet income guidelines and own/live in homes in need of external repairs, landscaping and/or essential interior repairs.

During our 2013-2014 fiscal year we completed repairs at nine homes and our 10th home will be repaired by 11/2014. The emotional feedback and gratitude received from the veterans, who ranged in age from 30 to 81, has confirmed the necessity of providing this type of service in Charlotte County.

If you would like to enable our affiliate to help additional qualified veterans, financial contributions can be mailed to our office (1750 Manzana Avenue, Punta Gorda FL 33950) or made through our website: www.charlottecountyhfh.org.
Budget $10,000
Category Housing, General/Other Affordable Housing
Program Linked to Organizational Strategy Yes
Population Served Adults Adults Adults
Short Term Success We were able to help 10 local veterans during the first year of the Program. The individuals we helped have regained pride in their homes as they noticed their neighbors are now working to complete repairs on their properties. Some of the veterans have signed up to volunteer at our affiliate as a way of giving back to the community.
Long Term Success Program was designed to help local low-income military veterans maintain the exterior of their homes, protect their investment, and to show our appreciation of the sacrifice they endured to ensure our freedom. When we created this Program, we were amazed at the number of veterans who requested assistance. We intend to continue helping additional veterans as funding is available.
Program Success Monitoring The positive emotional feedback we received from the veterans who qualified for the first year of this Program confirmed the necessity of providing this type of service in Charlotte County. Military veterans typically refrain from asking for help because they do not believe they have done anything to deserve assistance. Following completion of the repairs, they have continued to maintain the appearance of their property and they often try to give back through volunteering at our affiliate and at other non-profit veteran organizations in the County.
Program Success Examples

Vincent, an Army veteran, and his wife Lorraine, who served in the Air Force National Guard, qualified for our Veteran Home Repair Program. Vincent said, “This is an amazing service being provided to veterans who really need physical and emotional help. The Habitat staff and volunteers made us feel important and special to deserve this help for having served our Country. Thank you so very much!”


Charlotte County Habitat’s staff was overwhelmed by the sincerity and appreciation exhibited by the veterans we helped. Our goal is to provide additional veteran home repair assistance as funding becomes available.
Comments
Program Comments by Organization
Program Comments by Foundation
CEO/Executive Director
CEO/Executive Director Mike Mansfield
CEO Term Start July 2007
CEO/Executive Director Email ceo@charlottecountyhfh.org
Experience
Mike Mansfield, CEO of Charlotte County Habitat for Humanity, has led the organization for the past seven years.  Prior to his work in Charlotte County, Mike was the Vice President of Development and Communications for Lee County Habitat for Humanity, serving in that role for almost five years.  Before entering the non-profit world and prior to his 2001 move to Florida, Mike was a small business owner and President of Marblehead Landscape Co. Inc.

 

Under Mike's leadership, Charlotte County Habitat for Humanity has become one of the top producers of domestic homes for Habitat for Humanity's mid-sized affiliates (50,000 - 250,000 in population).

 

Mike is currently serving on the Charlotte County Enterprise Zone Development Agency and Charlotte Community Foundation Leadership Advisory Committee, the Charlotte County Affordable Housing Advisory Committee, previously as Chairman, serves as Board Member and past President of the Port Charlotte Rotary Club, and serves on the Board of Directors for the Charlotte County Association of Fundraising Professionals and is that organization's past President.

 

Mike has also served on two sub-committees for Habitat for Humanity International:  The International Engagement and Builders Blitz sub-committees.
Former CEOs/Executive Directors
NameTerm
Robert Schlichter -
Ronald Thomas -
Senior Staff
NameTitle
Patricia Bellois Senior Director of Operations
Gabrielle Reineck Senior Director of Outreach
Staff & Volunteer Statistics
Full Time Staff 20
Part Time Staff 9
Staff Retention Rate % 87
Professional Development Yes
Contractors 0
Volunteers 1527
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Collaborations
Charlotte County Habitat for Humanity collaborates ongoing with the Charlotte County Housing and Community Initiatives Department in a shared goal of helping ensure local families are living in safe and well-maintained homes.  Through the Charlotte County alliance, our Habitat affiliate has improved our ability to annually serve an increased number of families.
Affiliations
AffiliationYear
External Assessments and Accreditations
Assessment/AccreditationYear
Awards & Recognition
Award/RecognitionOrganizationYear
Non-profit of the YearSun Newspaper2013
Non-profit of the YearSun Newspaper2014
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years 1
Strategic Plan Adopted July 2013
Management Succession Plan No
Policies and Procedures Yes
Continuity of Operations Plan Yes
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy No
Comments
Management Comments by Organization
Management Comments by Foundation
Board Chair
Board Chair James D Gordon
Company Affiliation Frohlich Gordon & Beason PA
Board Term July 2014 to June 2016
Board Chair Email jgordon@fgblawfirm.com
Board Members
Board Members
NameAffiliation
Jeff Cardillo RE/Max Harbor Realty
James Coalwell Calusa National Bank
Anthony Dubbaneh Landsberg Bennett Private Wealth Management
David Fetkenher Palm Automotive
Jay Gordon Frohlich, Gordon & Beason P.A.
Greg Griner CCPS Administration
Paul Lioon Independent Trust Services of SW FL
Francine Lisby Community Volunteer
Elias Mahshie Holtz, Mahshie, DeCosta, P.A.
Roger Miller Farr Farr Emerich Hackett & Carr PA
Leslee Peth Sun Newspapers
Will Sunter Farr Farr Emerich Hackett & Carr PA
Steven Vito SunTrust Bank
Pastor Rich Webb faithlife Church
Student serving on the board through Community Youth Development? No
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 13
Hispanic/Latino 0
Native American/American Indian 0
Other 1
Board Demographics - Gender
Male 12
Female 2
Unspecified 0
Governance
Board Term Lengths 2
Board Term Limits 3
Board Orientation Yes
Number of Full Board Meetings Annually 10
Board Meeting Attendance % 91
Board Self-Evaluation No
Written Board Selection Criteria Yes
Written Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 100
Constituency Includes Client Representation No
Standing Committees
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Finance
Executive
Comments
Governance Comments by Organization
Governance Comments by Foundation
Fiscal Year Projections
Fiscal Year Begins 2014
Fiscal Year Ends 2015
Projected Revenue $3,405,000.00
Projected Expenses $3,405,000.00
Endowment Value
Endowment Spending Policy N/A
Endowment Spending Policy %
Capital Campaign
In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Capital Campaign Anticipated in Next 5 Years?
IRS Form 990s
Historical Financial Review
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201420132012
Foundation and
Corporation Contributions
$0$0$0
Government Contributions$0$0$1,281,798
Federal$0$0$0
State$0$0$0
Local$0$0$0
Unspecified$0$0$1,281,798
Individual Contributions$2,934,419$3,115,220$1,664,381
$0$0$0
$4,341,022$3,388,693$2,985,064
Investment Income, Net of Losses$15,493$11,628$12,813
Membership Dues$0$0$0
Special Events$130,647$38,351$0
Revenue In-Kind$1,132,631$675,533$750,415
Other$0$0$0
Expense Allocation
Fiscal Year201420132012
Program Expense$5,769,779$5,031,940$5,051,067
Administration Expense$552,257$527,400$471,732
Fundraising Expense$61,004$56,581$42,902
Payments to Affiliates$60,000$60,000$72,000
Total Revenue/Total Expenses1.161.171.08
Program Expense/Total Expenses90%90%91%
Fundraising Expense/Contributed Revenue2%2%1%
Assets and Liabilities
Fiscal Year201420132012
Total Assets$10,542,718$10,329,203$9,528,219
Current Assets$3,288,806$2,076,227$1,637,689
Long-Term Liabilities$441,042$1,666,691$1,828,439
Current Liabilities$887,670$487,047$462,286
Total Net Assets$9,214,006$8,175,465$7,237,494
Top Funding Sources
Fiscal Year201420132012
Top Funding Source & Dollar AmountTransfers to Homeowners $3,468,999Contributions, gifts, grants $3,115,220Transfers to Homeowners $1,915,201
Second Highest Funding Source & Dollar AmountContributions, gifts, grants $2,934,419Transfers to Homeowners $2,264,013Contributions, gifts, grants $1,664,381
Third Highest Funding Source & Dollar AmountResale Store & Donated Vehicle Sales $1,161,096Resale Store $1,120,320Government grants $1,281,798
CEO/Executive Director Compensation $100,001 - $125,000
Co-CEO/Executive Director Compensation
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201420132012
Current Ratio: Current Assets/Current Liabilities3.704.263.54
Long Term Solvency
Fiscal Year201420132012
Long-Term Liabilities/Total Assets4%16%19%
Financials Comments
Financial Comments by Organization
Financial Comments by Foundation
Financial analysis based on IRS Form 990s and audited financial statements. 990s & audits reconcile. Individual contributions include foundation & corporate support.
Nonprofit Charlotte County Habitat For Humanity
Address 1750 Manzana Avenue
Punta Gorda, FL 33950
Primary Phone 941 639-3162

THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE: WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-02471.