2026-04-02T09:22:44-04:00 2025-06-30 882802798 FORGE FINANCIAL & MANAGEMENT CONSULTING 1245 JORDAN CREEK PKWY STE 100 WEST DES MOINES IA 502662343 990 2024-07-01 010764462 HOUSING TRUST FUND OF JOHNSON COUNTY HOUS 3193580212 26 EAST MARKET STREET 123 IOWA CITY IA 52245 JOHN WARREN TREASURER 3193580212 2026-04-01 true JUSTIN A PLATE CPA P00538697 5156203050 2026-04-02 2024 2025-03-06 01:10:19Z ELLEN HABEL 26 EAST MARKET STREET 123 IOWA CITY IA 52245 2404119 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. 18 18 2 20 0 2109376 2048047 237844 265468 11089 90350 20022 254 2378331 2404119 107711 583884 0 111617 117152 0 0 1145491 650841 1364819 1351877 1013512 1052242 10768224 11842060 607539 607461 10160685 11234599 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 1266423 583884 265468 HOUSING ASSISTANCE, REHABILITATION AND CONSTRUCTION - THE ORGANIZATION PROVIDES FUNDS FOR HOUSING ASSISTANCE, REHABILITATION AND CONSTRUCTION FOR LOW AND VERYLOW INCOME HOUSEHOLDS. TWO NOT-FOR-PROFIT ORGANIZATION RECEIVED 409,102 IN GRANT FUNDING DURING THE YEAR TO ASSIST PEOPLE WITH EXTREMELY LOW INCOMES. FOUR ORGANIZATIONS RECEIVED EIGHT LOANS TOTALING 994,806 FOR SHELTER, RENTAL HOUSING AND HOMEOWNERSHIP. FIVE BUSINESSES WERE PAID A TOTAL OF 205,035 FOR PROVIDING REHABILITATION AND CONSTRUCTION SERVICES DURING THE YEAR TO 12 HOMEOWNER HOUSEHOLDS WITH LOW INCOMES. 1266423 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 18 18 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 91875 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 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 ZACH WAHLS DIRECTOR 1.00 X 0 0 0 ERIKA KUBLY DIRECTOR 1.00 X 0 0 0 CODY HOWELL DIRECTOR 1.00 X 0 0 0 KALEB BEINING DIRECTOR 1.00 X 0 0 0 MIKEKENA RICHARDSON LEFT 2024 DIRECTOR 1.00 X 0 0 0 91875 false false false 1937565 110482 2048047 INTEREST ON HOUSING LOANS 624200 265468 265468 265468 90350 90350 MISCELLANEOUS 900099 254 254 254 2404119 265722 90350 583884 583884 106241 72243 33998 3246 2208 1038 7665 5212 2453 25915 6479 19436 600 150 450 2188 547 1641 1243 311 932 8958 2240 6718 1414 353 1061 288 288 7709 447 7262 DISCOUNTS OF NOTES RECEIV 555716 555716 DEVELOPER FEE 22513 22513 MISCELLANEOUS 9402 9402 FORGIVENESS OF NOTES REC 9120 9120 5775 5000 775 1351877 1266423 85454 0 3 3 4755200 5728957 14412 20790 5801209 5873040 2312 1616 2513 1170 449 1343 194639 216311 10768224 11842060 7539 7461 600000 600000 607539 607461 X 9400854 10218681 759831 1015918 10160685 11234599 10768224 11842060 1052242 21672 X false true X true false X 1488488 1526318 2080470 2109376 2048047 9252699 1488488 1526318 2080470 2109376 2048047 9252699 9252699 10213 20912 19730 11089 90350 152294 9404993 734761 0.98380 0.99160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 600 false false false 600 false SCHEDULE C, PART II-B, LINE 1 THE ORGANIZATION REIMBURSED LINN COUNTY HOUSING TRUST FUND 600 FOR ITS SHARE OF LOBBYING FOR THE 2025 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. SCHEDULE C, PART IV THE ORGANIZATION REIMBURSED LINN COUNTY HOUSING TRUST FUND 600 FOR ITS SHARE OF LOBBYING FOR THE 2024 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. 2513 1170 1343 1343 X 2425791 21672 21672 2404119 2404119 1351877 1351877 1351877 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. true IOWA VALLEY HABITAT FOR HUMANITY 2401 SCOTT BLVD IOWA CITY IA 52240 421410210 501C3 15691 HOUSING REHABILITATI SHELTER HOUSE 429 SOUTHGATE AVE IOWA CITY IA 52240 421231451 501C3 332906 SHELTER REHABILITATI R & P CONSTRUCTION 392 21ST STREET SE CEDAR RAPIDS IA 52403 421490030 16500 HOUSING REHABILITATI SHELTER HOUSE 429 SOUTHGATE AVE IOWA CITY IA 52240 421231451 501C3 30252 RENT/DEPOSIT ASSIST CEDAR RIDGE CONSTRUCTION LLC 2771 HOLLY CT NW SWISHER IA 52338 922861771 47500 HOUSING REHABILITATI CONNERLY CONSTRUCTION LLC 130 BRIGHTON CIRCLE CEDAR RAPIDS IA 52404 263502503 69095 HOUSING REHABILITATI L & M CONSTRUCTION 421 16TH ST NE CEDAR RAPIDS IA 52404 451211333 40640 HOUSING REHABILITATI RANDY YAKISH CONSTRUCTION LLC 409 YAKISH CT LONE TREE IA 52755 275092747 31300 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 536801 LOAN/GRANT false ELLEN HABEL BOARD PRESIDENT 32000 SUPPORT false TRACEY MULCAHEY BOARD DIRECTOR 20000 SUPPORT false ROD SULLIVAN BOARD DIRECTOR 742424 SUPPORT false CRISSY CANGANELLI VICE PRESIDENT 437287 LOAN/GRANT false ERIKA KUBLY BOARD DIRECTOR 520000 SUPPORT false JESSICA ANDINO BORAD DIRECTOR 5000 SUPPORT false SCHEDULE L, PART V ERIKA KUBLY IS EMPLOYED BY THE CITY OF IOWA CITY. DURING THE YEAR, THE CITY MADE SUPPORTING CONTRIBUTIONS TO THE ORGANIZATION FOR 520,000. ELLEN HABEL IS EMPLOYED BY THE CITY OF CORALVILLE. DURING THE YEAR, THE CITY MADE A SUPPORTING CONTRIBUTION TO THE ORGANIZATION FOR 32,000. 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 CONTRIBUTION TO THE ORGANIZATION FOR 742,424. CRISSY CANGANELLI IS THE EXECUTIVE DIRECTOR OF SHELTER HOUSE. DURING THE YEAR, THE ORGANIZATION GRANTED 332,035 AND LOANED 75,000 TO SHELTER HOUSE TO BE USED FOR SHELTER REHABILITATION AND 30,252 FOR RENT AND DEPOSIT ASSISTANCE. SIMON ANDREW IS THE EXECUTIVE DIRECTOR OF THE HOUSING FELLOWSHIP. DURING THE YEAR, THE ORGANIZATION LOANED 536,801 FOR CONSTRUCTION OF RENTAL HOUSING. JESSICA ANDINO IS THE EXECUTIVE DIRECTOR OF THE JOHNSON COUNTY AFFORDABLE HOUSING COALITION. DURING THE YEAR THE ORGANIZATION PROVIDED 5,000 FOR ADVOCACY SUPPORT. 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.