Nonprofit · EIN 75-3064424
CHF REVOLVING LOAN FUND
Tax-exempt · MONTROSE, CO 81401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $137,557 | $102,693 | $34,864 | $3,111,569 | $19,437 | $3,092,132 |
| June 30, 2024 | 990 | $153,178 | $96,689 | $56,489 | $3,073,109 | $15,841 | $3,057,268 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $77,927
- Investment income
- $59,630
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $660
- Accounting fees
- $10,100
- Occupancy
- $745
- Travel
- $3,278
- Program services (functional)
- $72,908
- Management and general (functional)
- $29,785
Balance sheet and other
- Total assets, start of year
- $3,073,109
- Total assets, end of year
- $3,111,569
- Total liabilities, end of year
- $19,437
- Net assets, end of year
- $3,092,132
- Net assets without donor restrictions
- $3,092,132
- Gross receipts
- $137,557
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2002
- State of legal domicile
- CO
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 | From related orgs |
|---|---|---|---|---|
| CATHERINE STROH | EXECUTIVE DI Officer | 40 | $0 | $125,976 |
| BRUCE O'DONNELL | PRESIDENT/TR Trustee or director, Officer | 2 | $0 | $0 |
| FRANK KUGELER | TREASURER/PR Trustee or director, Officer | 1 | $0 | $0 |
| DOMINICK SEKICH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JIM HARTMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERIC RYMARZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAXON MEARDON | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK KUGELER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| BRUCE O'DONNELL | TREASURER Trustee or director, Officer | 1 | $0 |
| DOMINICK SEKICH | SECRETARY Trustee or director, Officer | 1 | $0 |
| JIM HARTMAN | DIRECTOR Trustee or director | 1 | $0 |
| ERIC RYMARZ | DIRECTOR Trustee or director | 1 | $0 |
| JAXON MEARDON | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3410 WILLIAMS DR STE 420 PMB 140, MONTROSE, CO 81401-6474
- In care of
- % FRANK A KUGELER
- Principal officer (990 for 2024)
- CATHERINE STROH, 3410 WILLIAMS DR SUITE 420-140, MONTROSE, CO 81401
- Signed the 990
- BRUCE O'DONNELL, PRESIDENT
- Phone
- (303) 894-2503
- Website
- WWW.COHF.ORG
- Return prepared by
- TAYLOR ROTH AND COMPANY
Mission
TO SUPPORT HISTORIC PRESERVATION PROJECTS THROUGH LOW-INTEREST LOANS.
Program accomplishments
- THE CHF REVOLVING LOAN FUND IS A PERMANENT SOURCE OF CAPITAL FUNDS FOR HISTORIC PRESERVATION PROJECTS IN COLORADO. THE LOAN FUND IS MANAGED IN PARTNERSHIP WITH THE COLORADO HOUSING AND FINANCE AUTHORITY AND PROVIDES BELOW-MARKET FIXED-RATE LOANS TO SUPPLEMENT STATE HISTORICAL FUND GRANTS AND OTHER FUNDING SOURCES FOR PROJECTS FOLLOWING THE SECRETARY OF THE INTERIOR'S STANDARDS FOR THE TREATMENT OF HISTORIC PROPERTIES. THE LOAN PROGRAM OFFERS SECURED LOANS FOR TERMS UP TO FIVE YEARS, WITH FLEXIBLE REPAYMENT SCHEDULES. INTEREST RATES, LOAN AMOUNTS, AND REPAYMENT TERMS ARE RECOMMENDED BY THE LOAN COMMITTEE WITH ADVICE FROM STAFF, CHFA AND LEGAL COUNSEL, AND APPROVED BY THE BOARD.Expenses $72,908 · revenue $77,927
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
- 75-3064424
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A11)
- Assets (IRS master file)
- $3,111,569
- Income (IRS master file)
- $137,557
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $137,557 | $102,693 | $3,111,569 | XML |
| 990 | June 2024 | $153,178 | $96,689 | $3,073,109 | XML |
| 990 | June 2023 | $109,570 | $86,148 | $3,019,014 | IRS |
| 990 | June 2022 | $136,358 | $110,224 | $2,986,391 | 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 75-3064424).
Questions about CHF REVOLVING LOAN FUND
- What is the EIN of CHF REVOLVING LOAN FUND?
- The employer identification number (EIN) of CHF REVOLVING LOAN FUND is 75-3064424.
- Is CHF REVOLVING LOAN FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to CHF REVOLVING LOAN FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHF REVOLVING LOAN 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 CHF REVOLVING LOAN 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 CHF REVOLVING LOAN 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 CHF REVOLVING LOAN FUND?
- The 990 for the year ended June 30, 2025 names CATHERINE STROH.
- Who are the officers and directors of CHF REVOLVING LOAN FUND?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does CHF REVOLVING LOAN FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $137,557, expenses of $102,693 and total assets of $3,111,569 at year end.
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All nonprofits in MONTROSE · Colorado · Arts, culture and humanities