2025-08-06T15:24:08-05:00 2024-12-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2024-01-01 351112290 Northwest Indiana Community Action Corporation NORT 2197941829 5240 Fountain Drive Crown Point IN 46307 Jonathan Edwards Chief Financial Officer 2197941829 2025-08-06 1 1 Paula Hume P00537516 5132418313 2025-08-06 2024 2025-03-06 01:10:19Z CoAction Jennifer Trowbridge 5240 Fountain Drive Crown Point IN 46307 37411129 0 X CoAction.care X 1965 IN 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. 18 18 163 140 0 0 30898148 31350173 7277946 5812657 10224 160301 0 50000 38186318 37373131 23052445 22183900 0 0 11247149 11847131 0 0 105643 2511681 2849528 36811275 36880559 1375043 492572 13169290 14066448 4995554 5400140 8173736 8666308 X 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. 0 0 13571485 8870152 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. 8090673 7086911 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. 6206460 4574959 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. 6569182 1651878 5812657 Other miscellaneous programs. 6569182 1651878 5812657 34437800 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 435 0 1 163 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X Jonathan Edwards CFO 2197941829 5240 Fountain Drive Crown Point IN 46307 Maria Becerra Board Member 1.00 X 0 0 0 Jeanne Wease Chairperson 1.00 X X 0 0 0 Deborah Kristoff Secretary 1.00 X X 0 0 0 Harry Langbehn Treasurer 1.00 X X 0 0 0 Julie Anderson Board Member 1.00 X 0 0 0 Timothy Brown Board Member 1.00 X 0 0 0 Maggie Clifton Board Member 1.00 X 0 0 0 Howard Conner Board Member - Exit 07/2024 1.00 X 0 0 0 Yolanda Davis Board Member 1.00 X 0 0 0 Louis Gonzalez Board Member 1.00 X 0 0 0 Mary Idstein Board Member 1.00 X 0 0 0 Tim Knauff Vice-Chairperson 1.00 X X 0 0 0 Andrew Kyres Board Member 1.00 X 0 0 0 Sharron Liggons Board Member - Exit 01/2024 1.00 X 0 0 0 Nicholas Neal Board Member 1.00 X 0 0 0 Andrea Proulx-Buinicki Board Member - Exit 01/2024 1.00 X 0 0 0 Nina Robinson Board Member - Exit 01/2024 1.00 X 0 0 0 Phyllis Schroeder Board Member 1.00 X 0 0 0 Jim Starin Board Member 1.00 X 0 0 0 Shannon Cotharon Board Member - Start 08/2024 1.00 X 0 0 0 Ellis Dumas III Board Member 1.00 X 0 0 0 Ben Schottel Board Member 1.00 X 0 0 0 Jennifer Trowbridge President/Chief Executive 36.00 4.00 X 201000 0 8933 Jennifer Malone Chief Operations Officer 40.00 X 131544 0 36307 Jonathan Edwards Chief Financial Officer 36.00 4.00 X 133909 0 22092 Jordan Stanfill Chief Housing Officer 20.00 20.00 X 128224 0 5702 594677 0 73034 4 0 1 0 Meals on Wheels of NWI Inc 8446 Virginia Street Merrillville IN 46410 Home Health Services 1044770 Help at Home Inc 33 S State Suite 500 Chicago IL 60603 Home Health Services 945807 Mom's Meals 3210 SE Corporate Woods Drive Ankeny IA 50021 Home Health Services 479081 Eastgate Investments III LP 666 East Main Street Suite A-2 Centreville MI 49032 Rent 442599 LWH IV 8 Apartments LP 4119 Sherbrooke St West Westmount Quebec CA Rent 392775 40 31132542 217631 31350173 Community Services 624200 5812657 5812657 5812657 153149 153149 45150 37998 7152 7152 7152 Forgiveness of Debt 900099 50000 50000 50000 37373131 5812657 0 210301 22183900 22183900 667712 33482 623733 10497 8384388 7953352 378013 53023 206304 203346 1744 1214 1910917 1743102 154091 13724 677810 602801 70248 4761 8999 2832 6157 10 42394 13342 29003 49 69000 21715 47206 79 490495 154366 335566 563 398023 336820 49261 11942 812290 527548 284742 122144 120320 1763 61 17039 17039 97675 37111 60564 Equipment 339504 124578 214926 Employee Development 176057 138862 35715 1480 Telephone 157383 126360 31023 Miscellaneous Expenses 118525 96924 13361 8240 36880559 34437800 2337116 105643 3305980 1902087 2060291 4759046 4447111 3423369 743935 782434 0 800000 27871 117253 300998 172807 58460 128191 500000 575000 2025642 1579068 13169290 14066448 2943540 2882993 35965 147229 0 800000 2016049 1569918 4995554 5400140 X 8052187 8530298 121549 136010 8173736 8666308 13169290 14066448 492572 0 X X 0 1 X 1 1 1 X 23693055 26170043 36995649 30898148 31350173 149107068 23693055 26170043 36995649 30898148 31350173 149107068 149107068 554 250 10224 153149 164177 50000 50000 149321245 25231717 0.99860 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 0 1 69000 0 0 0 69000 0 Part II-B, Line 1: Payments were made to Ice Miller, LLP for both executive branch lobbying and legislative branch lobbying. The lobbying topics included children, elderly, housing and the unhoused, and human services. The legislative lobbying included Senators and Representatives. The executive branch lobbying was with Indiana Family and Social Services Administration, Governor Braun's office, Indiana Housing and Community Development, and the Indiana Department of Health. 22500 22500 25000 25000 0 55099 10511 44588 198399 137296 61103 128191 Right of Use Assets 1579068 1579068 Lease Obligations - Operating 1569918 1569918 X Part X, Line 2: CoAction is exempt from income taxes under the provisions of the Internal Revenue Code Section 501(c)(3) and a similar provision of Indiana law. Flourish NWI, LLC and Flourish NWI II, LLC, are wholly owned subsidiaries and for tax purposes are treated as disregarded entities and are included this tax return. Management believes that the Organization has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. 1 Energy Assistance-Utility Bill and weatherization Assistance for Low Income Individuals 12768 7086911 Aging Services-Case Management, In-Home Services, Nutrition, Information and Referral Services 10067 4574959 Community Services-Housing Assistance Payments, Women, Infants and Children (WIC) Assistance, Asset Building 910 8870152 Other Programs 500 1651878 Part I, Line 2: The organization monitors the use of grant funds by compliance with funding source requirements. X X X 0 0 0 0 0 0 0 0 0 Jennifer Trowbridge President/Chief Executive 201000 0 0 0 0 0 8040 0 893 0 209933 0 0 0 Jennifer Malone Chief Operations Officer 131544 0 0 0 0 0 5262 0 31045 0 167851 0 0 0 Jonathan Edwards Chief Financial Officer 133909 0 0 0 0 0 5356 0 16736 0 156001 0 0 0 Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by the Board of Directors prior to filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c The conflict of interest policy is monitored through the organization's internal controls and the ongoing monitoring of internal program activity. A director of the board shall not participate in any transaction with Northwest Indiana Community Action Corporation in which the Board Member has a direct or indirect interest unless the material facts of the transaction and the Board Member's interest was publicly disclosed or known to the Board of Directors and the transaction is authorized, approved or ratified by a majority of the directors on the Board of Directors who have no direct or indirect interest in the transaction. Form 990, Part VI, Section B, line 15 CoAction participates in salary surveys for AAA Agencies and Community Action Agencies and CoAction purchases and annual subscription to economic research institute (ERI) for all positions within the organization. The agency uses ERI data for each new position created and ensures that all employees are paid at a minimum of the 25th percentile. Form 990, Part VI, Section C, line 18 The organization makes its Governing documents, Conflict of Interest Policy and Financial Statements available to the public upon request. Form 990, Part VI, Section C, line 19 The organization makes its Governing documents, Conflict of Interest Policy and Financial Statements available to the public upon request. Form 990, Part XII, Line 2C: No changes in process from the prior year. Flourish NWI LLC 5240 Fountain Drive Crown Point IN 46307 833481916 Low-Income and Affordable Housing IN 2046 136010 Northwest Indiana Community Action Corporation Flourish NWI II LLC 5240 Fountain Drive Crown Point IN 46307 Low-Income and Affordable Housing IN 0 500000 Northwest Indiana Community Action Corporation Appleseed Holdings LLC 2001 Calumet Avenue Valparaiso IN 46383 881530582 Low-Income and Affordable Housing IN Housing Opportunities Inc HOI - Ivy Flats LLC 2001 Calumet Avenue Valparaiso IN 46383 923436483 Low-Income and Affordable Housing IN Housing Opportunities Inc Housing Opportunities Inc 2001 Calumet Valparaiso IN 46383 351965214 Low-Income and Affordable Housing IN 501(c)(3) Line 7 Northwest Indiana Community Action Corporation 1 HOI-Prominence Commons LLC 2001 Calumet Avenue Valparaiso IN 46383 862432244 Low-Income Housing IN Housing Opportunities Inc C -30 55927 1.00000 0 PSSHOI-Aurora View LLC 601 Wall Street Valparaiso IN 46383 820871891 Low-Income Housing IN Housing Opportunities Inc C -4 -51 0.49000 0 HOI-Prominence Commons II LLC 2001 Calumet Avenue Valparaiso IN 46383 922198944 Low-Income Housing IN Housing Opportunities Inc C -166 -66 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0