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Nonprofiteer
← SOUTHERN IOWA COG HOUSING TRUST FUND

Form 990 for tax year 2023

Filed by SOUTHERN IOWA COG HOUSING TRUST FUND.

Totals

Total revenue
$257,003
Total expenses
$236,574
Contributions and grants received
$234,835
Grants paid
$153,525
Program service revenue
$13,057
Investment income
$8,990
Other revenue
$121
Total assets, end of year
$1,465,683
Total liabilities, end of year
$49,607
Net assets or fund balances, end of year
$1,416,076
Program services expenses (Part IX)
$192,525
Management and general expenses
$44,049
Fundraising expenses
$0
Program service expenses (Part III)
$192,525

Program services were 81.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $188,550

  • 1f · All other contributions, gifts and grants

    $46,285

  • 2a · Program service revenue: LOAN INTEREST INCOME

    total $13,057 · related or exempt $13,057

  • 3 · Investment income

    total $8,990 · related or exempt $8,990

  • 11a · Other revenue: MISCELLANEOUS

    total $121 · related or exempt $121

  • 11e · Other revenue, total

    $121

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $153,525 · program services $153,525

  • 11a · Fees: management

    total $37,868 · management and general $37,868

  • 11b · Fees: legal

    total $21 · management and general $21

  • 11c · Fees: accounting

    total $4,495 · management and general $4,495

  • 23 · Insurance

    total $1,206 · management and general $1,206

  • 24a · Other expenses: FORGIVABLE LOANS WRITTE

    total $39,000 · program services $39,000

  • 24b · Other expenses: MISCELLANEOUS

    total $459 · management and general $459

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $814,053 · end of year $689,368

  • 3 · Pledges and grants receivable

    beginning of year $82,319 · end of year $160,603

  • 4 · Accounts receivable

    beginning of year $11,849 · end of year $16,021

  • 13 · Investments: program-related

    beginning of year $526,305 · end of year $597,874

  • 15 · Other assets

    beginning of year $0 · end of year $1,817

  • 17 · Accounts payable and accrued expenses

    beginning of year $38,879 · end of year $49,607

  • 27 · Net assets without donor restrictions

    beginning of year $1,395,647 · end of year $1,416,076

Mission and programs · 2023

Mission

PROVIDE SAFE AND AFFORDABLE HOUSING FOR THE RESIDENTS OF THE EIGHT COUNTY REGION.

Activities or mission (Part I)

PROVIDE SAFE AND AFFORDABLE HOUSING FOR LOW AND MODERATE INCOME RESIDENTS.

  • DURING THE YEAR WE PROVIDED GRANTS TO INDIVIDUALS AND ORGANIZATIONS IN ORDER TO PROVIDE SAFE AND AFFORDABLE HOUSING FOR THE RESIDENTS OF THE EIGHT COUNTY REGION.

    Expenses $192,525 · Grants $153,525 · Revenue $22,168

As filed on the 2023 return.

Listed in Part VII

  • Helen Kimes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrew Zimmerman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cathy Seddon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Scott Akin

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jerry Walker

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Karen Zabel

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Diane Fitch

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Wayne Pantini

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
12 September 2024
IRS schema version
2023v5.1
Source object
202422799349300102

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