2024-05-15T15:31:03-05:00 2023-06-30 471019942 CREATIVE PLANNING TAX LLC 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 990 2022-07-01 420931497 HOME OPPORTUNITIES MADE EASY INC HOME 5152431277 1618 6TH AVE DES MOINES IA 50314 AMELIA KLATT VICE PRESIDENT 5152433522 2024-05-15 1 AMELIA KLATT 999009999 0 BRENT L ALEXANDER CPA P00075113 5157275700 2024-05-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z HOME INC AMELIA KLATT 1618 6TH AVE DES MOINES IA 50314 2059652 0 X WWW.HOMEINCDSM.ORG X 1967 IA TO MEET INDIVIDUALS AND FAMILIES WHERE THEY ARE IN THEIR HOUSING JOURNEY. WE SURROUND OUR CLIENTS WITH COMPASSION, SUPPORT, AND EDUCATION SO THEY FEEL EMPOWERED TO MAKE A SAFE, STABLE HOME FOR THEMSELVES OR THEIR FAMILY. 14 14 13 25 0 0 1869420 1358458 378936 691655 893 2293 -9036 3600 2240213 2056006 847929 238296 0 0 864156 798993 0 0 14325 603856 1090717 2315941 2128006 -75728 -72000 3394939 3610490 2521624 2809175 873315 801315 TO MEET INDIVIDUALS AND FAMILIES WHERE THEY ARE IN THEIR HOUSING JOURNEY. WE SURROUND OUR CLIENTS WITH COMPASSION, SUPPORT, AND EDUCATION SO THEY FEEL EMPOWERED TO MAKE A SAFE, STABLE HOME FOR THEMSELVES OR THEIR FAMILY. 0 0 1180622 97325 693251 PROPERTY PROGRAM - ACTS AS DEVELOPER AND GENERAL CONTRACTOR IN THE CONSTRUCTION OR REHABILITATION OF HOMES. THE HOMES ARE USED TO PROVIDE HOUSING OPPORTUNITIES TO LOW-INCOME FAMILIES THROUGH LEASE/PURCHASE, CONTRACT PURCHASE, TURNKEY, AND RENTALS. IN PARTNERSHIP WITH GOVERNMENTAL OR NONPROFIT ENTITIES, HOME, INC. MAY ACT AS A GENERAL CONTRACTOR IN THE BUILDING OR IMPROVING HOUSING FOR LOW-INCOME PEOPLE IN POLK COUNTY. 481801 77955 5650 COMMUNITY HOUSING SERVICES PROGRAM - PROVIDES COUNSELING, EDUCATION AND CITIZENS' ADVOCACY SERVICES TO ASSIST TENANTS, LANDLORDS, AND HOMELESS PEOPLE. HOME, INC. PROVIDES HOMEOWNERSHIP COUNSELING AND SUPPORTIVE SERVICES TO FAMILIES PARTICIPATING IN ITS LEASE/PURCHASE PROGRAM AND HOMEOWNERSHIP COUNSELING AND TECHNICAL ASSISTANCE TO LOW-INCOME PEOPLE. 186106 63017 STABLE FAMILIES - PROVIDES FINANCIAL ASSISTANCE AND COUNSELING TO FAMILIES WHO ARE AT RISK OF LOSING THEIR HOUSING. HOME, INC. ASSISTS WITH BUDGETING, CONNECTING THEM WITH JOB TRAINING, SCHOOLING, OUTSIDE COUNSELING, AND GETTING THE CHILDREN INVOLVED IN PROGRAMS. 1848529 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 63 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X THE ORGANIZATION 5152431277 1618 6TH AVE DES MOINES IA 50314 ANTHONY MONTGOMERY EXECUTIVE DIRECTOR (END MAR 2023) 40.00 X 125673 0 9696 KOURTNEY KIRKPATRICK INTERIM EXECUTIVE DIRECTOR (BEG APRIL 2023) 40.00 X 64532 0 9782 KRIS SADDORIS PRESIDENT 1.00 X X 0 0 0 RYAN ARNOLD VICE PRESIDENT 1.00 X X 0 0 0 AMELIA KLATT SECRETARY 1.00 X X 0 0 0 JOSE GARCIA TREASURER 1.00 X X 0 0 0 CHRISTINE HENSLEY TREASURER (END DEC 2022) 1.00 X X 0 0 0 KATHY KAHOUN DIRECTOR 1.00 X 0 0 0 DERMA RIVERA-AQUIRRE DIRECTOR 1.00 X 0 0 0 ANDREW CEDERDAHL DIRECTOR 1.00 X 0 0 0 JENI COOPER DIRECTOR 1.00 X 0 0 0 ADRIANA SLAUGHTER DIRECTOR 1.00 X 0 0 0 DORA SEDENO DIRECTOR (BEG JAN 2023) 1.00 X 0 0 0 DAVE HELLSTERN DIRECTOR (BEG JAN 2023) 1.00 X 0 0 0 CANDICE REVITA-RAMIREZ DIRECTOR (BEG JAN 2023) 1.00 X 0 0 0 ERIC FLEHARTY DIRECTOR (BEG JAN 2023) 1.00 X 0 0 0 XAN MCNELLY DIRECTOR 1.00 X 0 0 0 MICHAEL HILDEBRAND DIRECTOR (END DEC 2022) 1.00 X 0 0 0 PAUL KOESTER DIRECTOR (END DEC 2022) 1.00 X 0 0 0 BRENT SCHIPPER DIRECTOR (END DEC 2022) 1.00 X 0 0 0 190205 0 19478 1 0 0 0 0 8722 93748 568685 687303 279383 1358458 HOME OWNERSHIP REVENUE 230000 477982 477982 SUBSIDIZED RENTAL INCO 531390 72885 72885 DEVELOPMENT FEES 531110 67041 67041 GENERAL CONTRACTING FE 531110 62101 62101 MORTGAGE INTEREST INCO 531390 5996 5996 5650 5650 691655 2293 2293 0 93748 3646 -3646 -3646 MISCELLANEOUS 531390 7246 7246 7246 2056006 698901 0 -1353 47354 47354 190942 190942 220356 107090 104747 8519 436085 356939 78527 619 72882 68023 4788 71 69670 48077 20757 836 148 126 22 60196 54176 6020 29346 24303 5043 8540 5591 2799 150 22002 18066 3630 306 39429 31273 4523 3633 19878 17213 2665 7919 5986 1933 1287 1142 145 16969 3689 13280 83425 74258 9167 33781 30666 3115 CONSTRUCTION AND REMODE 706018 706018 PROPERTY REPAIRS 40552 40552 MISCELLANEOUS 17330 13148 3991 191 PROPERTY TAXES 3037 3037 860 860 2128006 1848529 265152 14325 421575 431328 155174 98129 46071 56124 296016 258979 3479 4734 2592349 438759 1918787 2153590 553837 607606 3394939 3610490 109231 127973 115945 114149 3388 7969 2293060 2518981 0 40103 2521624 2809175 X 848315 751315 25000 50000 873315 801315 3394939 3610490 -72000 0 X 0 1 X 1 0 X 1123530 1085625 2380092 1869420 1358458 7817125 1123530 1085625 2380092 1869420 1358458 7817125 7817125 10171 9745 351 393 2293 22953 24747 363 25110 7865188 3287487 0.99390 0.99200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 3287 22367 -17686 7969 1 X 179200 179200 2330504 363780 1966724 82645 74979 7666 2153590 HOMEOWNERSHIP PROPERTIES 568179 RIGHT OF USE ASSETS 39427 607606 LEASE LIABILITY 40103 40103 2046327 14161 14161 2032166 23840 23840 2056006 2118327 14161 14161 2104166 23840 23840 2128006 PART IV, LINE 1B: ESCROW IS FOR TAXES AND INSURANCE FOR HOMES PURCHASED ON CONTRACT, AND FOR RENTAL DEPOSITS. PART IV, LINE 2B: ESCROW ACCOUNTS ARE HELD FOR CLIENTS THAT ARE PURCHASING HOMES ON CONTRACT. PART XI, LINE 2D - OTHER ADJUSTMENTS: IN KIND SERVICES PART XI, LINE 4B - OTHER ADJUSTMENTS: LIEN & LOAN FORGIVNESS NETTED IN AUDITED FINANCIAL STATEMENTS PART XII, LINE 2D - OTHER ADJUSTMENTS: IN KIND SERVICES PART XII, LINE 4B - OTHER ADJUSTMENTS: LIEN & LOAN FORGIVNESS NETTED IN AUDITED FINANCIAL STATEMENTS HUNT FOR HOUSING 93748 93748 3646 93748 93748 3646 3646 -3646 1 ANAWIM HOUSING 1535 LINDEN STREET DES MOINES IA 50309 421310967 501(C)(3) 29649 0 TO PROVIDE HOUSING RELOCATION AND STABILIZATIN SERVICES. PRIMARY HEALTH CARE 7555 HICKMAN ROAD URBANDALE IA 50322 421510879 501(C)(3) 17705 0 TO PROVIDE HOUSING RELOCATION AND STABILIZATION SERVICES. 2 0 FUNDING FOR RENT, LATE FEES, UTILITIES, RENTAL DEPOSITS 46 100720 LOAN FORGIVENESS ON HOMES SOLD ON CONTRACT 4 12277 INDIVIDUAL DONATION FOR HOPE FOR STABLE FAMILIES PROGRAM PARTICIPANTS 2 1324 FMV GIFT CARDS, CLOTHING, SUPPLIES INDIVIDUAL DONATION FOR HOPE FOR STABLE FAMILIES PROGRAM PARTICIPANT 21 12781 HOMEBUYER GRANTS 1 40000 LOAN & LIEN FORGIVENESS 7 23840 CONTRACTED AMOUNTS LOAN & LIEN FORGIVENESS PART I, LINE 2 EACH AGENCY THAT RECEIVES A GRANT FROM THE ORGANIZATION IS REQUIRED TO SUBMIT FINANCIAL INFORMATION. X PROPERTY LIENS 2 270515 STATED IN CONTRACT X AUCTION ITEMS 48 7215 FMV X GIFTS TO CLIENTS 2 1653 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B DISTRIBUTED TO THE BOARD FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS EVALUATES PERFORMANCE AND SETS COMPENSATION. NO OTHER OFFICERS RECEIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST.