2026-02-19T13:31:33-06:00 2025-06-30 420794029 DENMAN CPA LLP 1601 22ND STREET SUITE 400 WEST DES MOINES IA 502661453 990 2024-07-01 421510879 POLK COUNTY HOUSING TRUST FUND POLK 5152823233 505 FIFTH AVENUE 1000 DES MOINES IA 50309 ENA BABIC BARNES CHAIR OF THE BOARD 5152823233 2026-02-19 1 1 THOMAS O WELCHANS P01333675 5152258400 2024 2025-03-06 01:10:19Z TOBY O'BERRY 505 FIFTH AVENUE 1000 DES MOINES IA 50309 3848879 0 X WWW.PCHTF.ORG X 2000 IA TO CREATE/SUPPORT AFFORDABLE HOUSING AND RELATED SERVICES IN POLK COUNTY. ALSO, TO DEVELOP COUNTYWIDE STRATEGY AND IMPLEMENT A COMMITMENT TO AFFORDABLE HOUSING. 19 19 10 51 0 0 2916968 3357329 0 0 542196 491550 39147 0 3498311 3848879 0 4239171 0 0 776244 807830 0 0 177235 7016024 332623 7792268 5379624 -4293957 -1530745 14783584 14181279 1911021 2619306 12872563 11561973 TO CREATE/SUPPORT AFFORDABLE HOUSING AND RELATED SERVICES IN POLK COUNTY. ALSO TO DEVELOP COUNTYWIDE STRATEGY AND IMPLEMENT THE COMMITMENT TO AFFORDABLE HOUSING. 0 0 4743353 4239171 AFFORDABLE HOUSING PROGRAM - PROVIDE FINANCIAL ASSISTANCE TO QUALIFYING DEVELOPERS, GOVERNMENTAL AGENCIES, OR OTHER NON- PROFIT HOUSING DEVELOPERS TO ACQUIRE, REHABILITATE, OR NEWLY CONSTRUCT AFFORDABLE HOUSING FOR POLK COUNTY RESIDENTS. A FORMAL REVIEW AND APPROVAL PROCESS IS IN PLACE IN THE PROVIDING OF FINANCIAL ASSISTANCE. THE ORGANIZATION EXPENDED $4,239,171 IN HOUSING PROGRAM COSTS FOR THE YEAR ENDED JUNE 30, 2025. 4743353 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 3 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TOBY O'BERRY 5152823233 505 FIFTH AVENUE SUITE 1000 DES MOINES IA 50309 ENA BABIC BARNES CHAIR 1.00 X X 0 0 0 KRIS SCHECHINGER-CAMPER VICE CHAIR 1.00 X X 0 0 0 ANGELA CONNOLLY SECRETARY 1.00 X X 0 0 0 TJ BRAND TREASURER 1.00 X X 0 0 0 LUIS MONTOYA PAST CHAIR 1.00 X X 0 0 0 JUNIOR IBARRA DIRECTOR 1.00 X 0 0 0 JEFF DAMMAN DIRECTOR 1.00 X 0 0 0 SARA HOPKINS DIRECTOR 1.00 X 0 0 0 CYNTHIA LATCHAM DIRECTOR 1.00 X 0 0 0 JOSH MANDELBAUM DIRECTOR 1.00 X 0 0 0 CREIGHTON COX DIRECTOR 1.00 X 0 0 0 NATHAN DREW DIRECTOR 1.00 X 0 0 0 NATHAN SIMPSON DIRECTOR 1.00 X 0 0 0 JAY SINGLETON DIRECTOR 1.00 X 0 0 0 JODIE STEPHENS DIRECTOR 1.00 X 0 0 0 LINDSAY RONE DIRECTOR 1.00 X 0 0 0 JILL ALTRINGER DIRECTOR 1.00 X 0 0 0 AJAY KALRA DIRECTOR 1.00 X 0 0 0 EMILY STORK DIRECTOR 1.00 X 0 0 0 TOBY O'BERRY EXECUTIVE DIRECTOR 40.00 X 160256 0 20982 160256 0 20982 1 0 1 0 0 3357329 3357329 491550 491550 3848879 0 0 491550 3791326 3791326 447845 447845 200025 89047 70454 40524 495210 220092 174595 100523 28639 12887 10024 5728 31753 14289 11114 6350 52203 23201 18405 10597 42400 42400 35477 35477 16577 2524 540 13513 3136 3136 62670 43869 18801 36431 25502 10929 3315 2321 994 13430 13430 EQUIPMENT MAINTENANCE 68597 68597 MISCELLANEOUS 37530 26271 11259 TELEPHONE 7420 5194 2226 ADVOCACY 4850 4850 790 372 418 5379624 4743353 459036 177235 293372 576388 1911894 2754791 1267643 1600554 3052774 4072061 9062 13228 34744 27012 7862 7732 5059290 2500000 3181687 2656525 14783584 14181279 54345 64488 1691077 2446934 165599 107884 1911021 2619306 X 7796763 9045463 5075800 2516510 12872563 11561973 14783584 14181279 -1530745 220155 0 X X 0 1 X 1 1 1 X 4519244 3001498 18467894 2916968 3357329 32262933 4519244 3001498 18467894 2916968 3357329 32262933 33394 32229539 128032 147174 353760 542196 491550 1662712 371297 474245 451886 39147 1336575 35262220 0.91400 0.90550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34744 27012 7732 7732 INTEREST RECEIVABLE 14489 FORGIVABLE LOANS 2534152 OPERATING LEASE RIGHT-OF-USE ASSET 107884 2656525 LEASE LIABILITY 107884 107884 X 3848879 0 3848879 0 3848879 5379624 0 5379624 0 5379624 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) FOR AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. 0 ANAWIM HOUSING 2024 FOREST AVE SUITE 101 DES MOINES IA 50311 421310967 501C3 475371 0 RENTAL ASSISTANCE, STAHR PROGRAM, AND MONARCH APARTMENTS PROJECT CUTLER DEVELOPMENT 1307 50TH STREET WEST DES MOINES IA 50266 832137030 684036 0 RENTAL ASSISTANCE AND STAR LOFTS PROJECT COMMUNITY HOUSING INITIATIVES INC 328 GRAND AVENUE SPENCER IA 51301 421416426 501C3 1019770 0 EVERGREEN TRAIL PROJECT COMMONBOND COMMUNITIES 1080 MONTREAL AVENUE SAINT PAUL MN 55116 411260469 501C3 20000 0 DES MOINES PROGRAM FAMILIES FORWARD 3001 GRAND AVENUE DES MOINES IA 50312 421258470 501C3 25000 0 THE HOME CONNECTION HOME INC 1618 6TH AVENUE DES MOINES IA 50314 420931497 157345 0 RENTAL ASSISTANCE AND HOUSING COUNSELING PROGRAM IOWA HOMELESS YOUTH CENTERS 420 KELLOGG AVENUE AMES IA 50010 421051609 501C3 70000 0 AT-RISK YOUTH PROJECT IOWA LEGAL AID 606 WALNUT ST FLOOR 25 DES MOINES IA 503142527 421079227 501C3 30000 0 POLK COUNTY HOUSING STABILITY PROJECT OAKRIDGE NEIGHBORHOOD SERVICES 1401 CENTER STREET DES MOINES IA 50314 421311721 501C3 65000 0 FAMILY AND WORKFORCE SERVICES PRIMARY HEALTH CARE 1200 UNIVERSITY AVENUE SUITE 200 DES MOINES IA 50314 421350092 501C3 121303 0 RENTAL ASSISTANCE, CLIENT ASSISTANCE PROGRAM, AND LANDLORD MITIGATION THE BEACON 1717 WOODLAND AVENUE DES MOINES IA 50309 421253088 501C3 20000 0 THE GRADUATE SUPPORT PROGRAM YMCA SUPPORTIVE HOUSING 501 GRAND AVENUE DES MOINES IA 50309 420680438 501C3 20000 0 GRADUATE PROGRAM CITY OF DES MOINES 602 ROBERT D RAY DRIVE DES MOINES IA 50309 426004514 122085 0 RENTAL ASSISTANCE GDM HABITAT FOR HUMANITY 2200 E EUCLID DES MOINES IA 50317 421275330 501C3 244169 0 RENTAL ASSISTANCE MID-IOWA PLANNING ALLIANCE (MIPA) 939 OFFICE PARK ROAD WEST DES MOINES IA 50265 873627881 501C3 122085 0 RENTAL ASSISTANCE PARAMOUNT DEVELOPMENT INC 15191 HAWTHORN DRIVE CLIVE IA 50325 831998197 61042 0 RENTAL ASSISTANCE POLK COUNTY PUBLIC WORKS 5885 NE 14TH STREET DES MOINES IA 50313 426004519 457817 0 RENTAL ASSISTANCE REBUILDING TOGETHER DSM 1111 9TH STREET SUITE 265 DES MOINES IA 50314 421439898 501C3 76303 0 RENTAL ASSISTANCE 13 LOAN FORGIVENESS AMORTIZATION 199 447845 0 0 0 0 0 0 0 0 0 TOBY O'BERRY EXECUTIVE DIRECTOR 160256 0 0 0 0 0 11452 0 9530 0 181238 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S MANAGEMENT REVIEWS THE FORM 990 IN DETAIL. THE ORGANIZATION'S BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED BY BOARD MEMBERS ON AN ANNUAL BASIS. ANY CONFLICTS ARE REVIEWED AND DISCUSSED WITH THE APPROPRIATE PROCEDURES FOLLOWED TO MANAGE ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. COMPARABLE COMPENSATION DATA IS COLLECTED AND REVIEWED DURING THE PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR. POLK COUNTY IOWA 111 COURT AVENUE DES MOINES IA 50309 426004519 TO FURTHER COUNTY WIDE EFFORTS FOR AFFORDABLE HOUSING IA N/A N/A N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 POLK COUNTY IOWA C 1500000 BOOK POLK COUNTY IOWA B BOOK