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Nonprofiteer
← SOUTHERN IOWA COG HOUSING TRUST FUND

Form 990 for tax year 2022

Filed by SOUTHERN IOWA COG HOUSING TRUST FUND.

Totals

Total revenue
$183,857
Total expenses
$261,300
Contributions and grants received
$167,550
Grants paid
$186,705
Program service revenue
$13,110
Investment income
$3,072
Other revenue
$125
Total assets, end of year
$1,434,526
Total liabilities, end of year
$38,879
Net assets or fund balances, end of year
$1,395,647
Program services expenses (Part IX)
$238,840
Management and general expenses
$22,460
Fundraising expenses
$0
Program service expenses (Part III)
$238,840

Program services were 91.4% 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)

    $120,429

  • 1f · All other contributions, gifts and grants

    $47,121

  • 2a · Program service revenue: LOAN INTEREST INCOME

    total $13,110 · related or exempt $13,110

  • 3 · Investment income

    total $3,072 · related or exempt $3,072

  • 11a · Other revenue: MISCELLANEOUS

    total $125 · related or exempt $125

  • 11e · Other revenue, total

    $125

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $186,705 · program services $186,705

  • 11a · Fees: management

    total $17,332 · management and general $17,332

  • 11b · Fees: legal

    total $14 · management and general $14

  • 11c · Fees: accounting

    total $3,995 · management and general $3,995

  • 23 · Insurance

    total $1,105 · management and general $1,105

  • 24a · Other expenses: FORGIVABLE LOANS WRITTE

    total $45,000 · program services $45,000

  • 24b · Other expenses: RETURN TO GRANTOR

    total $7,135 · program services $7,135

  • 24c · Other expenses: MISCELLANEOUS

    total $14 · management and general $14

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $770,295 · end of year $814,053

  • 3 · Pledges and grants receivable

    beginning of year $111,038 · end of year $82,319

  • 4 · Accounts receivable

    beginning of year $3,758 · end of year $11,849

  • 13 · Investments: program-related

    beginning of year $630,972 · end of year $526,305

  • 17 · Accounts payable and accrued expenses

    beginning of year $42,973 · end of year $38,879

  • 27 · Net assets without donor restrictions

    beginning of year $1,473,090 · end of year $1,395,647

Mission and programs · 2022

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 $238,840 · Grants $186,705 · Revenue $16,307

As filed on the 2022 return.

Listed in Part VII

  • BETH WADDLE

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • HELEN KIMES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN STEWART

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CATHY SEDDON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RON RILEY

    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

  • TOM LESAN

    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
2022
Filed
15 August 2023
IRS schema version
2022v5.0
Source object
202332319349300058

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