2024-05-13T09:16:58-04:00 2023-06-30 882802798 FORGE FINANCIAL & MANAGEMENT CONSULTING 1245 JORDAN CREEK PKWY STE 100 WEST DES MOINES IA 502662343 990 2022-07-01 010764462 HOUSING TRUST FUND OF JOHNSON COUNTY HOUS 3193580212 26 EAST MARKET STREET 123 IOWA CITY IA 52245 JOHN WARREN TREASURER 3193580212 2024-05-13 JOHN WARREN 999009999 false DAN MONTGOMERY CPA P02183410 5156203050 2024-05-13 2022 2023-04-26 12:10:37Z ELLEN HABEL 26 EAST MARKET STREET 123 IOWA CITY IA 52245 2311374 false X WWW.HTFJC.ORG X 2002 IA THE ORGANIZATION IS ORGANIZED EXCLUSIVELY FOR THE PURPOSE OF EXPANDING AND STRENGTHENING EFFORTS TO ADDRESS THE HOUSING, SHELTER AND SERVICE NEEDS OF LOWINCOME RESIDENTS OF JOHNSON COUNTY, IOWA. 17 17 2 20 0 1526318 2080470 40239 211087 20912 19731 2 86 1587471 2311374 242279 550471 0 93556 114870 0 0 116349 287311 452184 952652 1135287 1358722 10162907 9333036 9106 207624 10153801 9125412 THE ORGANIZATION IS ORGANIZED EXCLUSIVELY FOR THE PURPOSE OF EXPANDING AND STRENGTHENING EFFORTS TO ADDRESS THE HOUSING, SHELTER AND SERVICE NEEDS OF LOWINCOME RESIDENTS OF JOHNSON COUNTY, IOWA. false false 882791 550471 HOUSING ASSISTANCE, REHABILITATION AND CONSTRUCTION - THE ORGANIZATION PROVIDES FUNDS FOR HOUSING ASSISTANCE, REHABILITATION AND CONSTRUCTION FOR LOW AND VERYLOW INCOME HOUSEHOLDS. THREE NOT-FOR-PROFIT ORGANIZATIONS RECEIVED GRANTS TOTALING 387,902 DURING THE YEAR. FIVE ORGANIZATIONS RECEIVED LOANS TOTALING 511,424. FIFTEEN BUSINESSES WERE PAID A TOTAL OF 162,570 FOR PROVIDING REHABILITATION AND CONSTRUCTION SERVICES DURING THE YEAR TO HOMEOWNER HOUSEHOLDS WITH LOW INCOMES. 882791 true true false true false false false false false false true false false false false true true false false false false false false false false false false true false false false false false false false true false true false false false false false false false false false true 5 0 true 2 true false false false false false false false false false false false false X 17 17 false false false false false false false true true false false true true true true true true true false false X ELLEN MCCABE 3193580212 26 EAST MARKET STREET 123 IOWA CITY IA 52245 ELLEN MCCABE EXECUTIVE DI 40.00 X 75493 0 0 ELLEN HABEL PRESIDENT 2.00 X X 0 0 0 CRISSY CANGANELLI VICE PRESIDE 2.00 X X 0 0 0 ROD SULLIVAN SECRETARY 2.00 X X 0 0 0 JOHN WARREN TREASURER 2.00 X X 0 0 0 SIMON ANDREW DIRECTOR 1.00 X 0 0 0 JESSICA ANDINO DIRECTOR 1.00 X 0 0 0 JERRY ANTHONY DIRECTOR 1.00 X 0 0 0 KIRSTEN FREY DIRECTOR 1.00 X 0 0 0 STEVE GORDON DIRECTOR 1.00 X 0 0 0 ANDY HODGE DIRECTOR 1.00 X 0 0 0 HAI HUYNH DIRECTOR 1.00 X 0 0 0 RACHEL KILBURG DIRECTOR 1.00 X 0 0 0 MOLLY MILLER DIRECTOR 1.00 X 0 0 0 TRACEY MULCAHEY DIRECTOR 1.00 X 0 0 0 PHIL O'BRIEN DIRECTOR 1.00 X 0 0 0 MIKEKENA RICHARDSON DIRECTOR 1.00 X 0 0 0 ZACH WAHLS DIRECTOR 1.00 X 0 0 0 75493 false false false 2059609 20861 2080470 INTEREST ON HOUSING LOANS 624200 211087 211087 211087 19731 19731 MISCELLANEOUS 900099 86 86 86 2311374 211173 19731 550471 550471 91112 61956 29156 2167 1474 693 14248 9689 4559 7343 4993 2350 13721 13721 600 600 814 611 203 3254 813 2441 1317 329 988 7908 1977 5931 2041 510 1531 187 187 2747 305 2442 OTHER PROGRAM EXPENSES 226422 226422 DEVELOPER FEE 18891 18891 MISCELLANEOUS 4249 4249 FORGIVENESS OF NOTES REC 3750 3750 1410 1410 952652 882791 69861 0 3 3 2369990 3857176 7635412 5299357 2516 3023 1332 733 866 599 154120 172878 10162907 9333036 9106 7624 200000 9106 207624 X 10009268 8269651 144533 855761 10153801 9125412 10162907 9333036 1358722 13935 -2401046 X false true X true X 1576290 1611954 1488488 1526318 2080470 8283520 1576290 1611954 1488488 1526318 2080470 8283520 8283520 16879 12625 10213 20912 19730 80359 8363879 211173 0.99040 0.99070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 600 false false false 600 false SCHEDULE C, PART IV THE ORGANIZATION REIMBURSED LINN COUNTY HOUSING TRUST FUND 600 FOR ITS SHARE OF LOBBYING FOR THE 2023 REGULAR AND INTERIM SESSIONS OF THE IOWA LEGISLATURE. LOBBYING ACTIVITY IS PERFORMED BY THE FIRM OF COPE MURPHY & CO. LOBBYING ACTIVITY RELATES TO AFFORDABLE HOUSING ISSUES FOR LOW AND VERYLOW INCOME INDIVIDUALS. 1332 733 599 599 X 2325309 13935 13935 2311374 2311374 952652 952652 952652 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF THE IOWA INCOME TAX LAW, WHICH PROVIDES AN INCOME TAX EXEMPTION FOR CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATION PURPOSES. THE INTERNAL REVENUE SERVICE HAS NOT DETERMINED THAT THE ORGANIZATION IS A PRIVATE FOUNDATION. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. false IOWA VALLEY HABITAT FOR HUMANITY 2401 SCOTT BLVD IOWA CITY IA 52240 421410210 501C3 26752 HOUSING REHABILITATI SHELTER HOUSE 429 SOUTHGATE AVE IOWA CITY IA 52240 421231451 501C3 111150 SHELTER REHABILITATI DOMESTIC VIOLENCE INTERVENTION PROG 1105 S GILBERT CT STE 300 IOWA CITY IA 52240 421124902 501C3 250000 SHELTER CONSTRUCTION CONNERLEY CONSTRUCTION 130 BRIGHTON CIRCLE SW CEDAR RAPIDS IA 52404 263502503 7100 HOUSING REHABILITATI HOLM INNOVATIONS 105 DRY CREEK COURT PALO IA 52324 421446301 15971 HOUSING REBALITATION R & P CONSTRUCTION 392 21ST STREET SE CEDAR RAPIDS IA 52403 421490030 15700 HOUSING REHABILITATI SCHALL HEATING AND COOLING INC 5670 NW BEAVER DR JOHNSTON IA 50131 420724630 9171 HOUSING REHABILITATI GRABER HEATING AND AIR 1302 ANGLE ROAD SW KALONA IA 52247 421168181 10504 HOUSING REHABILITATI ACE CONTRACTING 1401 MOUNT VERNON RD SE SUITE A CEDAR RAPIDS IA 52322 475560498 34169 HOUSING REHABILITATI ANDINO CONSTRUCTION 3546 DOLPHIN DR UNIT A IOWA CITY IA 52240 384002653 11000 HOUSING REHABILITATI 5 STAR PLUMBING 9525 HIGHWAY 151 ANAMOSA IA 52205 271552807 5680 HOUSING REHABILITATI RANDY WESSLING CONSTRUCTION 1822 CALIFORNIA AVE IOWA CITY IA 52240 421514905 16050 HOUSING REHABILITATI DUWA CONSTRUCTION AND ROOFING 4846 ORVAL YODER TURNPIKE SW KALONA IA 52247 208343233 16475 HOUSING REHABILITATI USA CONSTRUCTION 21 ARBANDY DR IOWA CITY IA 52240 271954345 5990 HOUSING REHABILITATI SCHEDULE I, PAGE 1, PART I, LINE 2 THE BUSINESSES/INDIVIDUALS THAT RECEIVE GRANTS FROM THE ORGANIZATION ARE REQUIRED TO SUBMIT A DETAIL OF THE WORK PERFORMED, THE TOTAL COST AND ANY OTHER RELEVANT FACTS IN RELATION TO THE ACTIVITY FUNDED BY THE GRANT. SIMON ANDREW BOARD DIRECTOR 32000 LOAN/GRANT false ELLEN HABEL BOARD PRESIDENT 26523 SUPPORT false TRACEY MULCAHEY BOARD DIRECTOR 20000 SUPPORT false ROD SULLIVAN BOARD DIRECTOR 700400 SUPPORT false CRISSY CANGANELLI VICE PRESIDENT 115939 LOAN/GRANT false RACHEL KILBURG BOARD DIRECTOR 710000 SUPPORT false JESSICA ANDINO BOARD DIRECTOR 11000 PAYMENT-REHAB WORK false SCHEDULE L, PART V RACHEL KILBURG IS EMPLOYED BY THE CITY OF IOWA CITY . DURING THE YEAR, THE CITY MADE SUPPORTING CONTRIBUTIONS TO THE ORGANIZATION FOR 710,000,000. ELLEN HABEL IS EMPLOYED BY THE CITY OF CORALVILLE. DURING THE YEAR, THE CITY MADE A SUPPORTING CONTRIBUTION TO THE ORGANIZATION FOR 26,523. TRACEY MULCAHEY IS EMPLOYED BY THE CITY OF NORTH LIBERTY. DURING THE YEAR, THE CITY MADE A SUPPORTING CONTRIBUTION TO THE ORGANIZATION FOR 20,000. ROD SULLIVAN IS A COUNTY SUPERVISOR FOR JOHNSON COUNTY, IOWA. DURING THE YEAR, THE COUNTY MADE A SUPPORTING CONTRIBUTIONS TO THE ORGANIZATION FOR 700,400.CRISSY CANGANELLI IS THE EXECUTIVE DIRECTOR OF SHELTER HOUSE. DURING THE YEAR, THE ORGANIZATION LOANED/GRANTED 115,938.50 TO SHELTER HOUSE TO BE USED FOR THE ACQUISITION OF TRANSITIONAL HOUSING AND FOR SHELTER REHABILITATION. SIMON ANDREW IS THE EXECUTIVE DIRECTOR OF THE HOUSING FELLOWSHIP. DURING THE YEAR, THE ORGANIZATION LOANED 32,000 FOR REHABILITATION OF RENTAL HOUSING. JESSICA ANDINO IS CO-OWNER OF ANDINO CONSTRUCTION WHICH RECEIVED 11,000 FOR REHABILITATION WORK PERFORMED. FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION'S CPA PREPARES AN INITIAL DRAFT OF FORM 990 AND GIVES IT TO THE EXECUTIVE DIRECTOR FOR REVIEW. THE ORGANIZATION'S OPERATING COMMITTEE MEMBERS ALSO RECEIVE A DRAFT COPY OF FORM 990 FOR REVIEW. ANY CHANGES, CORRECTIONS, ADDITIONS, DELETIONS, ETC. ARE REQUESTED BY THE EXECUTIVE DIRECTOR AND/OR THE TREASURER TO THE CPA. AFTER THE CHANGES, CORRECTIONS, ETC. ARE MADE BY THE CPA, ANOTHER DRAFT COPY MAY BE REQUESTED FOR REVIEW. WHEN THE CPA HAS RECEIVED APPROVAL OF THE MOST RECENT DRAFT COPY, THE FORM 990 IS PREPARED FOR FILING AND IS DELIVERED TO THE ORGANIZATION FOR FINAL REVIEW BY THE FULL BOARD AND ANY SIGNATURES NEEDED FOR FILING. FORM 990, PAGE 6, PART VI, LINE 12C EACH EMPLOYEE, BOARD MEMBER AND VOLUNTEER OF THE ORGANIZATION IS PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY STATEMENT. ALL OF THESE INDIVIDUALS SHOULD AVOID ANY CONFLICT OF INTEREST WHENEVER POSSIBLE. IN THE EVENT A CONFLICT OF INTEREST SHOULD DEVELOP, THE PERSON WHO IS AFFECTED BY THE CONFLICT OF INTEREST MUST GIVE IMMEDIATE NOTICE AND FULL DISCLOSURE OF THE CONFLICT, AND MUST ABSTAIN FROM BOARD VOTE, DISCUSSION OR OTHER ACTION TAKEN WITH RESPECT TO THE SITUATION. FORM 990, PAGE 6, PART VI, LINE 15A THE SALARY OF THE EXECUTIVE DIRECTOR IS DETERMINED BY, BUT NOT LIMITED TO CURRENT BUDGET ALLOWANCE, COMPARISON TO AMOUNTS PAID TO PERSONS IN SIMILAR ORGANIZATIONS, AND EVALUATION OF JOB PERFORMANCE. FORM 990, PAGE 6, PART VI, LINE 19 THESE MATERIALS ARE AVAILABLE FOR INSPECTION BY ANY PERSON, ORGANIZATION ETC THAT HAS A REASONABLE REQUEST TO SEE THESE. COPIES MAY BE MADE AT THE REQUEST OF THE PERSON OR ORGANIZATION THAT INSPECTS THE MATERIALS.