Nonprofit · EIN 42-1510879
POLK COUNTY HOUSING TRUST FUND
Tax-exempt · DES MOINES, IA 50309
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,848,879 | $5,379,624 | -$1,530,745 | $14,181,279 | $2,619,306 | $11,561,973 |
| June 30, 2024 | 990 | $3,498,311 | $7,792,268 | -$4,293,957 | $14,783,584 | $1,911,021 | $12,872,563 |
| June 30, 2023 | 990 | $19,273,540 | $8,918,068 | $10,355,472 | $19,208,616 | $2,042,096 | $17,166,520 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,357,329
- Program service revenue
- $0
- Investment income
- $491,550
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $4,239,171
- Compensation of officers, directors and key employees
- $200,025
- Other salaries and wages
- $495,210
- Salaries, compensation and benefits (total)
- $807,830
- Professional fundraising fees
- $0
- Accounting fees
- $42,400
- Occupancy
- $62,670
- Depreciation
- $3,315
- Program services (functional)
- $4,743,353
- Management and general (functional)
- $459,036
- Fundraising (functional)
- $177,235
Balance sheet and other
- Total assets, start of year
- $14,783,584
- Total assets, end of year
- $14,181,279
- Total liabilities, end of year
- $2,619,306
- Net assets, end of year
- $11,561,973
- Land, buildings and equipment
- $7,732
- Publicly traded securities
- $2,500,000
- Net assets without donor restrictions
- $9,045,463
- Net assets with donor restrictions
- $2,516,510
- Gross receipts
- $3,848,879
- Employees
- 10
- Volunteers
- 51
- Year formed
- 2000
- 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 | Other / benefits |
|---|---|---|---|---|
| TOBY O'BERRY | EXECUTIVE DIRECTOR Officer | 40 | $160,256 | $20,982 |
| ENA BABIC BARNES | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KRIS SCHECHINGER-CAMPER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANGELA CONNOLLY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TJ BRAND | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LUIS MONTOYA | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JUNIOR IBARRA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFF DAMMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARA HOPKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CYNTHIA LATCHAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSH MANDELBAUM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CREIGHTON COX | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATHAN DREW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATHAN SIMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAY SINGLETON | DIRECTOR Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JODIE STEPHENS | DIRECTOR Trustee or director | 1 | $0 |
| LINDSAY RONE | DIRECTOR Trustee or director | 1 | $0 |
| JILL ALTRINGER | DIRECTOR Trustee or director | 1 | $0 |
| AJAY KALRA | DIRECTOR Trustee or director | 1 | $0 |
| EMILY STORK | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TOBY O'BERRY | EXECUTIVE DIRECTOR Officer | 40 | $80,246 | $23,802 |
| LUIS MONTOYA | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KRIS SCHECHINGER-CAMPER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STEVE VAN OORT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| COLE MCCLELLAND | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ENA BABIC BARNES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANGELA CONNOLLY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JUNIOR IBARRA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFF DAMMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM GORSCHE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARA HOPKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CYNTHIA LATCHAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUZANNE MINECK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSH MANDELBAUM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CREIGHTON COX | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TJ BRAND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINDSAY RONE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATHAN DREW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RACHEL FLINT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATHAN SIMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAY SINGLETON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JODIE STEPHENS | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ERIC BURMEISTER | EXEC. DIR., RETIRED JUNE 2023 Officer | 40 | $130,026 | $4,026 |
| COLE MCCLELLAND | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LUIS MONTOYA | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STEVE VAN OORT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOELYN JENSEN-MARREN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SARA HOPKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANGELA CONNOLLY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JUNIOR IBARRA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TINA MOWRY HADDEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RENEE HARDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK COWNIE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JELENA BABIC BARNES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUZANNE MINECK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRIS SCHECHINGER-CAMPER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CREIGHTON COX | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TJ BRAND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINDSAY CANNADAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATHAN DREW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RACHEL FLINT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATHAN SIMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAY SINGLETON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TOBY O'BERRY | EXEC. DIR. STARTED JUNE 2023 Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 505 5TH AVE STE 1000, DES MOINES, IA 50309-2335
- In care of
- % ERIC BURMEISTER EX DIR
- Principal officer (990 for 2024)
- TOBY O'BERRY, 505 FIFTH AVENUE 1000, DES MOINES, IA 50309
- Signed the 990
- ENA BABIC BARNES, CHAIR OF THE BOARD
- Phone
- (515) 282-3233
- Website
- WWW.PCHTF.ORG
- Return prepared by
- DENMAN CPA LLP
Mission
TO CREATE/SUPPORT AFFORDABLE HOUSING AND RELATED SERVICES IN POLK COUNTY. ALSO TO DEVELOP COUNTYWIDE STRATEGY AND IMPLEMENT THE COMMITMENT TO AFFORDABLE HOUSING.
Program accomplishments
- 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.Expenses $4,743,353 · grants $4,239,171
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
- 42-1510879
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L20)
- Assets (IRS master file)
- $14,181,279
- Income (IRS master file)
- $3,848,879
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,848,879 | $5,379,624 | $14,181,279 | XML |
| 990 | June 2024 | $3,498,311 | $7,792,268 | $14,783,584 | XML |
| 990 | June 2023 | $19,273,540 | $8,918,068 | $19,208,616 | XML |
| 990 | June 2022 | $3,622,917 | $2,584,835 | $8,439,588 | IRS |
| 990 | June 2021 | – | – | – | 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 42-1510879).
Questions about POLK COUNTY HOUSING TRUST FUND
- What is the EIN of POLK COUNTY HOUSING TRUST FUND?
- The employer identification number (EIN) of POLK COUNTY HOUSING TRUST FUND is 42-1510879.
- Is POLK COUNTY HOUSING TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to POLK COUNTY HOUSING TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does POLK COUNTY HOUSING TRUST FUND 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 POLK COUNTY HOUSING TRUST FUND 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 POLK COUNTY HOUSING TRUST FUND 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 POLK COUNTY HOUSING TRUST FUND?
- The 990 for the year ended June 30, 2025 names TOBY O'BERRY.
- Who are the officers and directors of POLK COUNTY HOUSING TRUST FUND?
- The 990 for the year ended June 30, 2025 lists 20 people; 1 received compensation from the organization, the highest $160,256 (TOBY O'BERRY, EXECUTIVE DIRECTOR).
- How much revenue does POLK COUNTY HOUSING TRUST FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,848,879, expenses of $5,379,624 and total assets of $14,181,279 at year end.
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