Form 990 for tax year 2024
Filed by NORTHWEST INDIANA COMMUNITY ACTION CORP.
Totals
- Total revenue
- $37,373,131
- Total expenses
- $36,880,559
- Contributions and grants received
- $31,350,173
- Grants paid
- $22,183,900
- Program service revenue
- $5,812,657
- Investment income
- $160,301
- Other revenue
- $50,000
- Total assets, end of year
- $14,066,448
- Total liabilities, end of year
- $5,400,140
- Net assets or fund balances, end of year
- $8,666,308
- Program services expenses (Part IX)
- $34,437,800
- Management and general expenses
- $2,337,116
- Fundraising expenses
- $105,643
- Program service expenses (Part III)
- $34,437,800
Program services were 93.4% 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)
$31,132,542
-
1f · All other contributions, gifts and grants
$217,631
-
2a · Program service revenue: Community Services
total $5,812,657 · related or exempt $5,812,657
-
3 · Investment income
total $153,149 · excluded $153,149
-
7a · Gross sales of assets other than inventory
other assets $45,150
-
7b · Less cost or other basis and sales expenses
other assets $37,998
-
7c · Gain or loss
other assets $7,152
-
7d · Net gain or loss
total $7,152 · excluded $7,152
-
11a · Other revenue: Forgiveness of Debt
total $50,000 · excluded $50,000
-
11e · Other revenue, total
$50,000
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $22,183,900 · program services $22,183,900
-
5 · Compensation of officers, directors and key employees
total $667,712 · program services $33,482 · management and general $623,733 · fundraising $10,497
-
7 · Other salaries and wages
total $8,384,388 · program services $7,953,352 · management and general $378,013 · fundraising $53,023
-
8 · Pension plan contributions
total $206,304 · program services $203,346 · management and general $1,744 · fundraising $1,214
-
9 · Other employee benefits
total $1,910,917 · program services $1,743,102 · management and general $154,091 · fundraising $13,724
-
10 · Payroll taxes
total $677,810 · program services $602,801 · management and general $70,248 · fundraising $4,761
-
11b · Fees: legal
total $8,999 · program services $2,832 · management and general $6,157 · fundraising $10
-
11c · Fees: accounting
total $42,394 · program services $13,342 · management and general $29,003 · fundraising $49
-
11d · Fees: lobbying
total $69,000 · program services $21,715 · management and general $47,206 · fundraising $79
-
11g · Fees: other
total $490,495 · program services $154,366 · management and general $335,566 · fundraising $563
-
13 · Office expenses
total $398,023 · program services $336,820 · management and general $49,261 · fundraising $11,942
-
16 · Occupancy
total $812,290 · program services $527,548 · management and general $284,742
-
17 · Travel
total $122,144 · program services $120,320 · management and general $1,763 · fundraising $61
-
22 · Depreciation, depletion and amortization
total $17,039 · program services $17,039
-
23 · Insurance
total $97,675 · program services $37,111 · management and general $60,564
-
24a · Other expenses: Equipment
total $339,504 · program services $124,578 · management and general $214,926
-
24b · Other expenses: Employee Development
total $176,057 · program services $138,862 · management and general $35,715 · fundraising $1,480
-
24c · Other expenses: Telephone
total $157,383 · program services $126,360 · management and general $31,023
-
24d · Other expenses: Miscellaneous Expenses
total $118,525 · program services $96,924 · management and general $13,361 · fundraising $8,240
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,305,980 · end of year $1,902,087
-
2 · Savings and temporary cash investments
beginning of year $2,060,291 · end of year $4,759,046
-
3 · Pledges and grants receivable
beginning of year $4,447,111 · end of year $3,423,369
-
4 · Accounts receivable
beginning of year $743,935 · end of year $782,434
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $800,000
-
9 · Prepaid expenses and deferred charges
beginning of year $27,871 · end of year $117,253
-
10a · Land, buildings and equipment: cost or other basis
$300,998
-
10b · Land, buildings and equipment: accumulated depreciation
$172,807
-
10c · Land, buildings and equipment, net
beginning of year $58,460 · end of year $128,191
-
12 · Investments: other securities
beginning of year $500,000 · end of year $575,000
-
15 · Other assets
beginning of year $2,025,642 · end of year $1,579,068
-
17 · Accounts payable and accrued expenses
beginning of year $2,943,540 · end of year $2,882,993
-
19 · Deferred revenue
beginning of year $35,965 · end of year $147,229
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $800,000
-
25 · Other liabilities
beginning of year $2,016,049 · end of year $1,569,918
-
27 · Net assets without donor restrictions
beginning of year $8,052,187 · end of year $8,530,298
-
28 · Net assets with donor restrictions
beginning of year $121,549 · end of year $136,010
Mission and programs · 2024
Mission
CoAction envisions the people of Northwest Indiana flourishing regardless of income, ability or age. Thus, people experiencing financial hardship find opportunities, resources and respect at CoAction.
-
Community Services: Provides assistance to income-eligible persons in ameliorating the causes and consequences of poverty. Primary areas of support include Section 8 Housing, Women, Infants and Children (WIC), asset building, providing information and assistance, and other services to the residents of the six-county area located in Northwest Indiana. During the calendar year, more than 54,700 individuals and families were served by community services programs.
Expenses $13,571,485 · Grants $8,870,152
-
Energy Services: Assists low income households in cities, suburbs and rural communities with utility bills. Through Energy Assistance and Weatherization programs, we were able to provide comfortable home environments for nearly 17,000 households during the calendar year.
Expenses $8,090,673 · Grants $7,086,911
-
Aging Services: Provides help to older and disabled persons to secure and maintain maximum independence and dignity in a home environment, remove barriers to independence for older persons, provide information and assistance and provide continuing care for vulnerable elderly and disabled persons. The program specializes in case management, as well as in-home and community services that are necessary to avoid or delay nursing facility placement. During the calendar year, more than 10,000 persons were assisted through these programs.
Expenses $6,206,460 · Grants $4,574,959
-
Other miscellaneous programs.
Expenses $6,569,182 · Grants $1,651,878 · Revenue $5,812,657
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Maria Becerra
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Jeanne Wease
Chairperson
- Total calculated
- $0
- Hours/week
- 1
-
Deborah Kristoff
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Harry Langbehn
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Julie Anderson
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Timothy Brown
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Maggie Clifton
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Howard Conner
Board Member - Exit 07/2024
- Total calculated
- $0
- Hours/week
- 1
-
Yolanda Davis
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Louis Gonzalez
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Mary Idstein
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Tim Knauff
Vice-Chairperson
- Total calculated
- $0
- Hours/week
- 1
-
Andrew Kyres
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Sharron Liggons
Board Member - Exit 01/2024
- Total calculated
- $0
- Hours/week
- 1
-
Nicholas Neal
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Andrea Proulx-Buinicki
Board Member - Exit 01/2024
- Total calculated
- $0
- Hours/week
- 1
-
Nina Robinson
Board Member - Exit 01/2024
- Total calculated
- $0
- Hours/week
- 1
-
Phyllis Schroeder
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Jim Starin
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Shannon Cotharon
Board Member - Start 08/2024
- Total calculated
- $0
- Hours/week
- 1
-
Ellis Dumas III
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Ben Schottel
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer Trowbridge
President/Chief Executive
- Total calculated
- $209,933
- From this org
- $201,000
- From related orgs
- $0
- Other
- $8,933
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $201,000
- Bonus
- $0
- Other
- $0
- Deferred
- $8,040
- Nontaxable benefits
- $893
- Filer's total
- $209,933
-
Jennifer Malone
Chief Operations Officer
- Total calculated
- $167,851
- From this org
- $131,544
- From related orgs
- $0
- Other
- $36,307
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $131,544
- Bonus
- $0
- Other
- $0
- Deferred
- $5,262
- Nontaxable benefits
- $31,045
- Filer's total
- $167,851
-
Jonathan Edwards
Chief Financial Officer
- Total calculated
- $156,001
- From this org
- $133,909
- From related orgs
- $0
- Other
- $22,092
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $133,909
- Bonus
- $0
- Other
- $0
- Deferred
- $5,356
- Nontaxable benefits
- $16,736
- Filer's total
- $156,001
-
Jordan Stanfill
Chief Housing Officer
- Total calculated
- $133,926
- From this org
- $128,224
- From related orgs
- $0
- Other
- $5,702
- Hours/week
- 20 + 20 related
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · Low-Income and Affordable Housing · IN · controlled entity
Directly controlled by Northwest Indiana Community Action Corporation
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
Flourish NWI LLC
Low-Income and Affordable Housing · IN · income $2,046 · assets $136,010
Directly controlled by Northwest Indiana Community Action Corporation
-
Flourish NWI II LLC
Low-Income and Affordable Housing · IN · income $0 · assets $500,000
Directly controlled by Northwest Indiana Community Action Corporation
-
Appleseed Holdings LLC
Low-Income and Affordable Housing · IN
Directly controlled by Housing Opportunities Inc
-
HOI - Ivy Flats LLC
Low-Income and Affordable Housing · IN
Directly controlled by Housing Opportunities Inc
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
HOI-Prominence Commons LLC
C · Low-Income Housing · IN · 100% owned · share of income -$30 · share of assets $55,927
Directly controlled by Housing Opportunities Inc
-
PSSHOI-Aurora View LLC
C · Low-Income Housing · IN · 49% owned · share of income -$4 · share of assets -$51
Directly controlled by Housing Opportunities Inc
-
HOI-Prominence Commons II LLC
C · Low-Income Housing · IN · 100% owned · share of income -$166 · share of assets -$66
Directly controlled by Housing Opportunities Inc
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 6 August 2025
- IRS schema version
- 2024v5.2
- Source object
- 202512189349301871
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