Nonprofit · EIN 27-3553319
CHARITON VALLEY REGIONAL HOUSING TRUST FUND INC
Tax-exempt · CENTERVILLE, IA 52544
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $107,401 | $253,362 | -$145,961 | $1,074,645 | $23,586 | $1,051,059 |
| June 30, 2024 | 990 | $217,699 | $310,884 | -$93,185 | $1,220,785 | $23,765 | $1,197,020 |
| June 30, 2023 | 990 | $227,614 | $244,649 | -$17,035 | $1,346,102 | $55,897 | $1,290,205 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $263,504
- of which government grants
- $187,674
- Program service revenue
- $0
- Investment income
- -$156,328
- Net gain from sales of assets
- -$156,836
- Other revenue
- $225
Expenses
- Grants and similar amounts paid
- $107,301
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $43,567
- Program services (functional)
- $198,918
- Management and general (functional)
- $54,444
Balance sheet and other
- Total assets, start of year
- $1,220,785
- Total assets, end of year
- $1,074,645
- Total liabilities, end of year
- $23,586
- Net assets, end of year
- $1,051,059
- Land, buildings and equipment
- $556,893
- Net assets without donor restrictions
- $851,458
- Net assets with donor restrictions
- $199,601
- Gross receipts
- $646,737
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2010
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RUTH NEUBERT | DIRECTOR Trustee or director | 1 | $0 |
| JASON FRASER | CHAIR Trustee or director, Officer | 1 | $0 |
| MICHAEL ARMSTRONG | DIRECTOR Trustee or director | 1 | $0 |
| CINDY CRONIN | DIRECTOR Trustee or director | 1 | $0 |
| RYAN AMMONS | SECRETARY Trustee or director, Officer | 1 | $0 |
| SCOTT VALENTINE | DIRECTOR Trustee or director | 1 | $0 |
| DAVE DAUGHTON | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| TRACY TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| DREW POWER | DIRECTOR Trustee or director | 1 | $0 |
| DAVE KUBALL | DIRECTOR Trustee or director | 1 | $0 |
| JAMIE AULWES | TREASURER Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOD FARIS | DIRECTOR Trustee or director | 1 | $0 |
| JASON FRASER | CHAIR Trustee or director, Officer | 1 | $0 |
| MICHAEL ARMSTRONG | DIRECTOR Trustee or director | 1 | $0 |
| CINDY CRONIN | DIRECTOR Trustee or director | 1 | $0 |
| RYAN AMMONS | SECRETARY Trustee or director, Officer | 1 | $0 |
| KAREN MINKOFF | DIRECTOR Trustee or director | 1 | $0 |
| DAVE DAUGHTON | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| TRACY TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| MARK ROBINSON | DIRECTOR Trustee or director | 1 | $0 |
| DAVE KUBALL | DIRECTOR Trustee or director | 1 | $0 |
| JAMIE AULWES | TREASURER Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOD FARIS | DIRECTOR Trustee or director | 1 | $0 |
| JASON FRASER | CHAIR Trustee or director, Officer | 1 | $0 |
| MICHAEL ARMSTRONG | DIRECTOR Trustee or director | 1 | $0 |
| CINDY CRONIN | DIRECTOR Trustee or director | 1 | $0 |
| RYAN AMMONS | SECRETARY Trustee or director, Officer | 1 | $0 |
| KAREN MINKOFF | TREASURER Trustee or director, Officer | 1 | $0 |
| DAVE DAUGHTON | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| KIM HICKS | DIRECTOR Trustee or director | 1 | $0 |
| JASON GIBBS | DIRECTOR Trustee or director | 1 | $0 |
| DAVE KUBALL | DIRECTOR Trustee or director | 1 | $0 |
| JILL RODGERS | DIRECTOR Trustee or director | 1 | $0 |
| JAMIE AULWES | DIRECTOR Trustee or director | 1 | $0 |
| DEVIN RODGERS | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 15703 HIGHWAY J29, CENTERVILLE, IA 52544-8310
- In care of
- % LINDA ALLEN
- Principal officer (990 for 2024)
- JASON FRASER, 15703 HIGHWAY J29, CENTERVILLE, IA 52544
- Signed the 990
- JASON FRASER, CHAIR
- Phone
- (641) 436-1775
- Return prepared by
- ROOF GERDES ERLBACHER PLC
Mission
TO PROVIDE SAFE AND AFFORDABLE HOUSING TO LOW AND MODERATE INCOME RESIDENTS LOCATED WITHIN THE IOWA COUNTIES OF APPAMOOSE, LUCAS, MONROE AND WAYNE.
Program accomplishments
- ADMINISTER A HOUSING ASSISTANCE PLAN PROVIDING LOANS AND GRANTS TO LOW AND MODERATE INCOME FAMILIES LIVING IN OWNER OCCUPIED HOUSES.Expenses $198,918 · grants $107,301
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-3553319
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L82)
- Assets (IRS master file)
- $1,074,645
- Income (IRS master file)
- $646,737
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $107,401 | $253,362 | $1,074,645 | IRS |
| 990 | June 2024 | $217,699 | $310,884 | $1,220,785 | XML |
| 990 | June 2023 | $227,614 | $244,649 | $1,346,102 | XML |
| 990 | June 2022 | $578,135 | $296,254 | $1,328,374 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-3553319).
Questions about CHARITON VALLEY REGIONAL HOUSING TRUST FUND INC
- What is the EIN of CHARITON VALLEY REGIONAL HOUSING TRUST FUND INC?
- The employer identification number (EIN) of CHARITON VALLEY REGIONAL HOUSING TRUST FUND INC is 27-3553319.
- Is CHARITON VALLEY REGIONAL HOUSING TRUST FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to CHARITON VALLEY REGIONAL HOUSING TRUST FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARITON VALLEY REGIONAL HOUSING TRUST FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CHARITON VALLEY REGIONAL HOUSING TRUST FUND INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARITON VALLEY REGIONAL HOUSING TRUST FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CHARITON VALLEY REGIONAL HOUSING TRUST FUND INC?
- The 990 for the year ended June 30, 2025 names JASON FRASER.
- Who are the officers and directors of CHARITON VALLEY REGIONAL HOUSING TRUST FUND INC?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does CHARITON VALLEY REGIONAL HOUSING TRUST FUND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $107,401, expenses of $253,362 and total assets of $1,074,645 at year end.
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