2023-12-21T15:14:52-06:00 2023-06-30 471019942 CREATIVE PLANNING TAX LLC PO BOX 2100 WATERLOO IA 507042100 990 2022-07-01 421410210 IOWA VALLEY HABITAT FOR HUMANITY INC IOWA 3193378949 2401 SCOTT BLVD SE IOWA CITY IA 52240 SCOTT HAWES EXECUTIVE DIRECTOR 3193378949 2023-12-20 1 SCOTT HAWES 999009999 0 BRIAN ARONSON CPA P01425251 3192346885 2023-12-11 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SCOTT HAWES 2401 SCOTT BLVD SE IOWA CITY IA 52240 3602552 0 8545 X WWW.IOWAVALLEYHABITAT.ORG X 1992 IA TO BUILD AND SELL HOUSES FOR LOW INCOME INDIVIDUALS AND FAMILIES AT AFFORDABLE PRICES. 11 11 16 780 0 0 1334374 1258000 816230 2103431 215 16477 89193 93831 2240012 3471739 0 0 0 0 818537 819713 0 0 92606 1105117 2414974 1923654 3234687 316358 237052 4338922 4536547 1944002 1961324 2394920 2575223 X MISSION: SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. VISION: A WORLD WHERE EVERYONE HAS A DECENT PLACE TO LIVE. 0 0 1953344 1595302 CONSTRUCTION OF HOMES: SERVED LOW-INCOME FAMILIES WHO FACE BARRIERS TO ACCESSING SAFE, DECENT, AND AFFORDABLE HOUSING BY ENGAGING COMMUNITIES, RECRUITING VOLUNTEERS, AND FUNDRAISING TO CONSTRUCT ENERGY EFFICIENT HOMES AND SECURING AFFORDABLE FINANCING. HOMEOWNERSHIP PROGRAM REDUCED BARRIERS TO HOMEOWNERSHIP, ENSURED HOUSEHOLDS WERE NOT FINANCIALLY STRAPPED BY HOUSING COSTS, AND BUILT GENERATIONAL WEALTH FOR SEVEN LOW-INCOME FAMILIES. THROUGH HELPING HANDS AFFORDABLE HOME REPAIR PROGRAM, SERVED 56 VERY/ EXTREMELY LOW-INCOME HOUSEHOLDS THAT ENDURED UNSAFE AND INADEQUATE HOUSING. STAFF, VOLUNTEERS, DONORS AND OTHER STAKEHOLDERS WORKED DILIGENTLY SO THAT PROJECTS IMPROVED PHYSICAL AND FINANCIAL HEALTH FOR THE MEMBERS IN EACH HOUSEHOLD BY IMPROVING ACCESSIBILITY, REMOVING FALL HAZARDS, AND REPAIRING ELECTRICAL, MECHANICAL, AND PLUMBING SYSTEMS. PAYMENT FOR SERVICES WAS SUBSIDIZED BY IOWA VALLEY HABITAT FOR HUMANITY AND STRUCTURED TO ENSURE NEEDED REPAIRS DID NOT CREATE A FINANCIAL BURDEN FOR THOSE IN NEED. 785873 525526 RESTORE: REDUCED WASTE, ENCOURAGED REDUCED CONSUMPTION, PROMOTED RECYCLING, AND PROVIDED AFFORDABLE HOUSING MATERIALS BY SELLING DONATIONS OF USED GOODS, TOOLS, AND FURNITURE TO THE PUBLIC AT DISCOUNTED PRICES. REVENUES WERE USED TO FUND THE MISSION AND PURSUE IVHFH'S VISION FOR THE COMMUNITIES IT SERVES. 2739217 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 3193378949 2401 SCOTT BLVD SE IOWA CITY IA 52240 BALLARD ANDREW PRESIDENT 1.00 X X 0 0 0 MINETOS TARA VICE PRESIDENT 1.00 X X 0 0 0 PARSONS MAX TREASURER 1.00 X X 0 0 0 BROWN ABIGAIL SECRETARY 1.00 X X 0 0 0 CARLSON RICHARD DIRECTOR 1.00 X 0 0 0 EASTON WILLIAM DIRECTOR 1.00 X 0 0 0 HUGHES JOE DIRECTOR 1.00 X 0 0 0 LOVAN PHUC DIRECTOR 1.00 X 0 0 0 STEYERS NANCY DIRECTOR 1.00 X 0 0 0 BECK MACKENZIE DIRECTOR 1.00 X 0 0 0 JARAMILLO-GUAYARA PAOLA DIRECTOR 1.00 X 0 0 0 HAWES SCOTT EXECUTIVE DIRECTOR 45.00 X 86944 0 2014 BURNS THERESA OFFICE MANAGER 45.00 X 69898 0 1873 156842 0 3887 0 0 0 0 0 22184 54164 1181652 652988 1258000 TRANSFERS TO HOMEOWNER 531390 1182511 1182511 RESTORE SALES 444100 508129 508129 MORTGAGE DISCOUNT AMOR 531390 371338 371338 CONSTRUCTION INCOME 230000 41453 41453 2103431 157 157 128159 111839 16320 16320 16320 21718 2780 18938 18938 17962 16194 1768 1768 OTHER INCOME 531390 73125 73125 73125 3471739 2103431 0 110308 167100 51300 106275 9525 538421 398213 96744 43464 11864 5435 5122 1307 47018 32923 9021 5074 55310 34912 15827 4571 1248 1228 20 57095 57095 304 304 7273 893 1205 5175 70510 40901 18918 10691 32144 18646 8624 4874 112474 88829 17376 6269 18364 18364 1347 932 415 45351 10668 33950 733 6000 6000 15870 15870 1141 856 285 COST OF HOMES TRANSFER 1487517 1487517 RESTORE INVENTORY 508212 508212 BAD DEBT 49201 17214 31987 923 923 3234687 2739217 402864 92606 8179 8320 190223 310390 11679 317517 42395 160803 2579348 2175376 928817 1179385 16930 16930 478425 226059 380077 252366 181274 115460 4338922 4536547 167464 277701 309000 302000 2260 2260 1465278 1260305 0 119058 1944002 1961324 X 1939850 2156166 455070 419057 2394920 2575223 4338922 4536547 237052 -56749 0 X 0 1 X 1 0 X 637088 867033 957622 1318023 1258000 5037766 2575 1761 938 5274 639663 868794 958560 1318023 1258000 5043040 5043040 270 233 322 215 157 1197 20208 65488 10404 96438 112805 305343 5349580 5144507 0.94270 0.86460 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS SALES FROM FUNDRAISING EVENTS - 2018 AMOUNT: $ 13,729. 2019 AMOUNT: $ 54,705. 2020 AMOUNT: $ 800. 2021 AMOUNT: $ 62,573. 2022 AMOUNT: $ 21,718. OTHER INCOME - 2018 AMOUNT: $ 6,479. 2019 AMOUNT: $ 10,783. 2020 AMOUNT: $ 9,604. 2021 AMOUNT: $ 33,865. 2022 AMOUNT: $ 73,125. TSHIRT SALES - 2022 AMOUNT: $ 565. PURCHASED INVENTORY SALES - 2022 AMOUNT: $ 17,397. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 X 85500 85500 258897 119117 139780 40857 22019 18838 93171 84923 8248 252366 LEASE LIABILITIES 119058 119058 3504289 20285 12265 32550 3471739 0 3471739 3323986 77034 77034 3246952 -12265 -12265 3234687 PART IV, LINE 2B: THE ORGANIZATION HOLDS AND REMITS ESCROW FUNDS ON BEHALF OF HOMEOWNERS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PURCHASED INVENTORY EXPENSE 13,188. FUNDRAISING EXPENSE ON FUNCTIONAL EXPENSE FOR 990 -923. PART XII, LINE 4B - OTHER ADJUSTMENTS: PURCHASED INVENTORY EXPENSE -13,188. FUNDRAISING EXPENSE ON FUNCTIONAL EXPENSE FOR 990 923. PART IV, LINE 2B: THE ORGANIZATION PROVIDES LOANS TO INDIVIDUALS TO FACILITATE HOME OWNERSHIP. THEIR MORTGAGES ARE OFTEN AT BELOW MARKET RATES. AS A PART OF THE PAYMENTS THESE INDIVIDUALS MAKE TO THE ORGANIZATION THERE IS INCLUDED A PORTION FOR ESCROW (PROPERTY TAXES AND HOMEOWNER'S INSURANCE). THIS PORTION IS SET ASIDE FOR EACH INDIVIDUAL AND CONSIDERED TO BE THEIR FUNDS WHICH ARE SIMPLY BEING HELD BY THE ORGANIZATION UNTIL THE PROPERTY TAX AND/OR HOMEOWNER'S INSURANCE BILL COMES DUE. THE ORGANIZATION KEEPS EACH HOMEOWNER'S FUNDS IN A SEPARATE ACCOUNT, THE CASH IS INCLUDED ON FORM 990, PART X, LINE 2 AND THE ESCROW LIABILITY IS INCLUDED IN FORM 990, PART X, LINE 21. HAMMERS AND HARDHATS 21718 21718 2780 21718 21718 2780 2780 18938 X 486482 FAIR MARKET VALUE X 1 145000 FAIR MARKET VALUE X CONSTRUCTION SUPPLIES 26 21506 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS IS BASED ON THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE OFFICERS OF THE ORGANIZATION AND THE IMMEDIATE PAST-PRESIDENT SHALL SERVE AS AN EXECUTIVE COMMITTE. THIS COMMITTEE SHALL BE RESPONSIBLE FOR THE MANAGEMENT OF THE AFFAIRS OF THE CORPORATION, AS DIRECTED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND THE BOARD OF DIRECTORS REVIEW A DRAFT OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH BOARD MEETING THE QUESTION IS RAISED AS TO WHETHER OR NOT THERE ARE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, THE INQUIRY AND THE RESULTS ARE NOTED IN THE MINUTES TO THE MEETING. IF AN ISSUE ARISES, BOARD MEMBERS/KEY EMPLOYEES WILL DISCUSS THE POSSIBLE CONFLICT AND ASK INVOLVED PERSONS TO ABSTAIN FROM VOTING/PARTICIPATING IN DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE PERFORMS ANNUAL REVIEW, WHICH INCLUDES THE USE OF COMPARABILITY DATA, AND MAKES A RECOMMENDATION TO THE BOARD TO VOTE ON PROPOSED PAYROLL CHANGES AS PART OF THE ENTIRE BUDGET. THIS PROCESS WAS LAST COMPLETED IN 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.