Nonprofit · EIN 86-1764266
HOME TRUST OF OURAY COUNTY
Tax-exempt · RIDGWAY, CO 81432
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,296,861 | $467,978 | $828,883 | $5,923,623 | $3,192,337 | $2,731,286 |
| December 31, 2024 | 990 | $1,188,875 | $322,705 | $866,170 | $4,173,750 | $2,213,617 | $1,960,133 |
| December 31, 2023 | 990 | $676,317 | $229,867 | $446,450 | $3,130,223 | $2,039,261 | $1,090,962 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,182,149
- of which government grants
- $402,607
- Program service revenue
- $104,578
- Investment income
- $1,546
- Net income from fundraising events
- $8,588
- Other revenue
- $8,588
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $271,888
- Salaries, compensation and benefits (total)
- $298,330
- Professional fundraising fees
- $0
- Legal fees
- $3,238
- Accounting fees
- $4,001
- Occupancy
- $50,298
- Travel
- $4,331
- Depreciation
- $31,955
- Program services (functional)
- $410,226
- Management and general (functional)
- $57,752
Balance sheet and other
- Total assets, start of year
- $4,173,750
- Total assets, end of year
- $5,923,623
- Total liabilities, end of year
- $3,192,337
- Net assets, end of year
- $2,731,286
- Land, buildings and equipment
- $4,855,183
- Publicly traded securities
- $10,175
- Net assets without donor restrictions
- $2,731,286
- Gross receipts
- $1,298,906
- Employees
- 6
- Volunteers
- 46
- Year formed
- 2021
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREA SOKOLOWSKI | EXECUTIVE DIRECTOR Officer | 40 | $102,546 |
| ERIC STEVENS | CHAIR/PRESIDENT Trustee or director, Officer | 5 | $0 |
| CRAIG SPEARMAN | SECRETARY Trustee or director | 5 | $0 |
| PRESTON NEIL | DIRECTOR Trustee or director | 5 | $0 |
| JAKE NIECE | DIRECTOR Trustee or director | 5 | $0 |
| MARC HITCHCOX | DIRECTOR Trustee or director | 5 | $0 |
| JOSH SMITH | DIRECTOR Trustee or director | 5 | $0 |
| ALEX DURHAM | DIRECTOR Trustee or director | 5 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andrea Sokolowski | Manager | 40 | $87,200 |
| Alex Durham | Director Trustee or director | 5 | $0 |
| ERIC STEVENS | President Trustee or director, Officer | 0 | $0 |
| Jake Niece | Director Trustee or director | 5 | $0 |
| Marc Hitchcox | Director Trustee or director | 5 | $0 |
| Craig Spearman | Secretary Trustee or director, Officer | 5 | $0 |
| Josh Smith | Director Trustee or director | 5 | $0 |
| Preston Neill | Director Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andrea Sokolowski | Manager | 40 | $87,200 |
| Alex Durham | President Trustee or director, Officer | 5 | $0 |
| Jeanne Jambor | Treasurer Trustee or director, Officer | 5 | $0 |
| Jake Niece | Director Trustee or director, Officer | 5 | $0 |
| Marc Hitchcox | Secretary Trustee or director | 5 | $0 |
| Shirley Diaz | Vice President Trustee or director, Officer | 5 | $0 |
| Jodi Brown | Director Trustee or director | 5 | $0 |
| Craig Spearman | Secretary Trustee or director, Officer | 5 | $0 |
| Josh Smith | Director Trustee or director | 5 | $0 |
| Preston Neill | Director Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 95 MEADOWS CIR, RIDGWAY, CO 81432-9776
- Mailing address (990-N for 2021)
- 95 Meadows Circle, Ridgway CO 81432
- Principal officer (990 for 2025)
- ERIC STEVENS, 95 MEADOWS CIRCLE, RIDGWAY, CO 81432
- Principal officer (990-N for 2021)
- Andrea Sokolowski, 95 Meadows Circle, Ridgway CO 81432
- Signed the 990
- ERIC STEVENS, PRESIDENT
- Phone
- (970) 309-9314
- Website
- www.hometrustoc.org
- Return prepared by
- MCMAHAN AND ASSOCIATES LLC
Mission
TO GROW AN INCLUSIVE, ECONOMICALLY DIVERSE COMMUNITY BY PROVIDING PERMANENTLY AFFORDABLE HOUSING AND HOUSING RELATED RESOURCES TO MODEST INCOME HOUSEHOLDS IN OURAY COUNTY THROUGH THE STEWARDSHIP OF COMMUNITY ASSETS.
Program accomplishments
- HOME TRUST ALSO PROVIDES AFFORDABLE RENTAL HOUSING OPTIONS FOR INCOME-QUALIFIED INDIVIDUALS AND FAMILIES WHO NEED STABLE, AFFORDABLE HOUSING IN OURAY COUNTY. WE WORK WITH LOCAL PROPERTY OWNERS AND GENERAL CONTRACTORS TO BUILD RENTAL HOUSING WHICH WE PRICE BELOW MARKET RATES. OUR RENTALS SERVE A RANGE OF HOUSEHOLDS, FROM SEASONAL WORKERS TO SENIORS ON FIXED INCOMES.Expenses $59,028 · revenue $64,350
- OUR HOMEOWNERSHIP PROGRAM HELPS LOW AND MODERATE-INCOME RESIDENTS OF OURAY COUNTY ACHIEVE THE DREAM OF OWNING A HOME. THROUGH A COMBINATION OF SUBSIDIZED MORTGAGES, GRANTS, AND DONATIONS WE MAKE HOMEOWNERSHIP ACCESSIBLE TO THOSE WHO MIGHT OTHERWISE BE PRICED OUT OF THE MARKET. OUR HOMES ARE DESIGNED TO BE ENERGY-EFFICIENT AND AFFORDABLE.Expenses $351,198 · revenue $40,228
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 86-1764266
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L20)
- Assets (IRS master file)
- $5,923,623
- Income (IRS master file)
- $1,298,906
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,296,861 | $467,978 | $5,923,623 | XML |
| 990 | December 2024 | $1,188,875 | $322,705 | $4,173,750 | XML |
| 990 | December 2023 | $676,317 | $229,867 | $3,130,223 | XML |
| 990 | December 2022 | $545,838 | $86,184 | $1,005,854 | IRS |
| 990-N for 2021 Officer: Andrea Sokolowski | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2021 | – | – | – | 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 86-1764266).
Questions about HOME TRUST OF OURAY COUNTY
- What is the EIN of HOME TRUST OF OURAY COUNTY?
- The employer identification number (EIN) of HOME TRUST OF OURAY COUNTY is 86-1764266.
- Is HOME TRUST OF OURAY COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to HOME TRUST OF OURAY COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HOME TRUST OF OURAY COUNTY 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 HOME TRUST OF OURAY COUNTY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOME TRUST OF OURAY COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HOME TRUST OF OURAY COUNTY?
- The 990 for the year ended December 31, 2025 names ERIC STEVENS.
- Who are the officers and directors of HOME TRUST OF OURAY COUNTY?
- The 990 for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $102,546 (ANDREA SOKOLOWSKI, EXECUTIVE DIRECTOR).
- How much revenue does HOME TRUST OF OURAY COUNTY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,296,861, expenses of $467,978 and total assets of $5,923,623 at year end.
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