2025-11-04T13:31:50-06:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-01-01 391979807 HO-CHUNK HOUSING AND COMMUNITY DEVELOPMENT AGENCY HO-C 6083741245 1116 E MONOWAU STREET TOMAH WI 54660 LORI PETTIBONE EXECUTIVE DIRECTOR 6083741245 2025-10-30 1 0 MICHAEL J PETERSON CPA P01833529 2187224705 2025-10-24 2024 2025-03-06 01:10:19Z X HHCDA LORI PETTIBONE 1116 E MONOWAU STREET TOMAH WI 54660 14006286 0 X HO-CHUNKNATION.COM/AVAILABLE-SERVICES/HHCDA.ASPX X TRIBALLY CHARTERED NONPROFIT CORP. 2001 WI THE MISSION OF HO-CHUNK HOUSING AND COMMUNITY DEVELOPMENT AGENCY IS TO FOSTER A STRONG, HEALTHY COMMUNITY, OF WHICH HO-CHUNK NATION MEMBERS CAN BE PROUD, THROUGH PROVIDING MEMBERS WITH QUALITY, AFFORDABLE HOUSING AND PROGRAMS THAT HELP MEET THE HO-CHUNK NATION'S SOCIAL, CULTURAL, AND COMMUNITY NEEDS. 12 12 60 11 0 0 15809709 13043545 813220 683020 252321 217573 17072 62148 16892322 14006286 3044555 1060099 0 0 3657922 3504688 0 0 0 2975853 2961817 9678330 7526604 7213992 6479682 30375058 29990278 9869677 3005215 20505381 26985063 X THE MISSION OF HO-CHUNK HOUSING AND COMMUNITY DEVELOPMENT AGENCY IS TO FOSTER A STRONG, HEALTHY COMMUNITY, OF WHICH HO-CHUNK NATION MEMBERS CAN BE PROUD, THROUGH PROVIDING MEMBERS WITH QUALITY, AFFORDABLE HOUSING AND PROGRAMS THAT HELP MEET THE HO-CHUNK NATION'S SOCIAL, CULTURAL, AND COMMUNITY NEEDS. 0 0 5228123 493782 683020 HOUSING MANAGEMENT PROGRAM: THE ORGANIZATION PROVIDED DOWN PAYMENT ASSISTANCE TO 1 ELIGIBLE HOUSEHOLD. THE ORGANIZATION ALSO PROVIDED RENTAL ASSISTANCE TO 24 HOUSEHOLDS, ALONG WITH 26 FAMILIES IN THE METRO AREA AND COLLEGE RENTAL ASSISTANCE TO 33 STUDENTS. HHCDA ALSO PROVIDED VETERANS WITH RENTAL SUBSIDIES. THE TRIBAL REPAIR PROGRAM PROVIDED ASSISTANCE TO 11 TRIBAL HOMEOWNERS, AND ASSISTED 6 TRIBAL HOMEOWNERS WITH THE EMERGENCY TRIBAL REPAIR PROGRAM.MAINTENANCE INCLUDED WINDOW INSTALLATION ON 15 UNITS, AND WINDOW REPAIRS WERE DONE ON 1 UNIT, AND 4 ROOFS WERE REPLACED. REPLACED 4 GARAGE DOORS ON A UNITS, AND REPAIRED GARAGE DOORS ON 11 UNITS. REPAIRED THE ENTRANCE DOOR ON 1 COMMUNITY BUILDING AND 1 MULTIFAMILY BUILDING. INSTALLED 3 NEW FURNACES, 59 FURNACES AND/OR AC UNITS SERVICED/REPAIRED, 5 A/C UNITS REPLACED. HVAC DUCT CLEANING WAS PERFORMED IN 18 UNITS, AND DRYER DUCT CLEANING WAS PERFORMED IN 2 UNITS. TOTAL REHABILITATION WAS PERFORMED ON 6 UNITS, WITH 42 UNITS BEING PREPARED FOR MOVE INS. KITCHEN CABINETS WERE REPLACED IN 2 UNITS, 1 DECK WAS REPAIRED, EXTERIOR DOORS WERE REPLACED ON 8 UNITS, INTERIOR DOORS WERE REPLACED ON 18 UNITS, COUNTER TOPS WERE REPLACED IN 2 UNITS, AND CARPETS WERE CLEANED IN 3 UNITS. 4 WATER HEATERS WERE REPLACED, VARIOUS APPLIANCES WERE REPLACED IN 2 UNITS, AND THE REFRIGERATOR WAS REPLACED IN 1 OF THE COMMUNITY BUILDING KITCHENS. THE ENTRANCE DOORS ON 1 COMMUNITY BUILDING AND 1 MULTIFAMILY UNIT WERE REPAIRED. 4 WATER TREATMENT SYSTEMS WERE REPLACED IN UNITS, AND 10 WERE SERVICED. 10 UNITS AND 1 COMMUNITY BUILDING HAD THE SEPTIC PUMPED. 1 WELL WAS REPAIRED AT A UNIT. ELECTRICAL REPAIRS WERE PERFORMED IN 3 UNITS AND 1 COMMUNITY BUILDING. PLUMBING REPAIRS WERE COMPLETED IN 21 UNITS. BASEMENT REPAIRS WERE COMPLETED IN 1 UNIT AND A MAJOR FOUNDATION REPAIR WAS PERFORMED ON 1 MULTIFAMILY UNIT.DEVELOPMENT HAD VARIOUS CONTINUING AND NEW PROJECTS DURING THE YEAR. THE CONTINUED PROJECTS ARE THE 10-UNIT FAMILY SUPPORTIVE HOUSING FACILITY AND WILL BE COMPLETED IN FEBRUARY 2025, AND 22 SMALL HOMES LOCATED IN VARIOUS AREAS ALL THE HOMES WERE COMPLETED IN THE SPRING OF 2024. DEVELOPMENT ALSO COMPLETED THE KITCHEN REHAB IN ONE OF OUR COMMUNITY BUILDINGS AND REMEDIATED BASEMENT WATER ISSUES IN 2 UNITS. NEW PROJECTS WERE THE ICDBG SOLAR PROJECT, 40 UNITS HAD SOLAR PANELS INSTALLED TO HELP TENANTS REDUCE UTILITY COSTS. ICDBG TIER 3 WAS USED TO START CONSTRUCTION ON 6 NEW LOW-INCOME HOUSING UNITS. THIS PROJECT WILL BE COMPLETED IN 2024. THE COMMUNITY RESOURCE CENTER PACKED AND DELIVERED 92 ESSENTIAL NEEDS BAGS TO FAMILIES BEFORE THE SCHOOL YEAR STARTED. 2 NEW PLAYGROUNDS WERE INSTALLED IN 2 OF THE HHCDA COMMUNITIES. THE PICNIC SHELTER PROJECT WAS COMPLETED IN NOVEMBER OF 2024 FOR 1 COMMUNITY IN THE WITTENBERG AREA. 478475 478475 0 EMERGENCY ASSISTANCE PROGRAMS WERE CREATED TO ASSIST FAMILIES WHO WERE AFFECTED BY THE PANDEMIC. HHCDA PROVIDED HEATING ASSISTANCE TO 750 HOUSEHOLDS. 87842 87842 0 OTHER SERVICES:IN ADDITION TO THE ORGANIZATION'S PRIMARY SERVICES OF RENTAL MANAGEMENT AND HOME OWNERSHIP, THE ORGANIZATION COORDINATED COMMUNITY PROGRAMS THAT INCLUDED COMMUNITY CLEAN UP EVENTS IN 7 COMMUNITIES, MANAGEMENT OF 2 COMMUNITY CENTERS. HHCDA CONTINUED THE GROWTH OF COMMUNITY ORGANIC GARDENS IN THE AFFORDABLE HOUSING SUB-DIVISIONS. THE COMMUNITY GARDENS INCLUDE ORGANIZING COMMUNITY MEMBERS IN THE LOW-INCOME COMMUNITIES TO TEACH THEM NOT ONLY GARDENING BUT NUTRITION AND FOOD SOVEREIGNTY. HHCDA PURCHASED A RESOURCE CENTER THAT IS USED TO STORE PERSONAL CARE ITEMS AS WELL AS HOLDING CLASSES FOR CANNING, SEED SAVING, AND MAKING MAPLE SYRUP. A GREEN HOUSE WAS ALSO CONSTRUCTED IN ORDER TO START SEEDS THAT WERE SAVED FOR THE COMMUNITY GARDENS.THE ORGANIZATION IS ALSO OPERATING A 10-UNIT VETERAN SUPPORTIVE HOUSING APARTMENT BUILDING, WHICH PROVIDES SUPPORTIVE HOUSING TO NATIVE AMERICAN VETERANS THAT ARE HOMELESS OR AT RISK OF BECOMING HOMELESS. SUPPORTIVE SERVICES ARE COORDINATED WITH THE LOCAL, STATE AND FEDERAL, SOCIAL SERVICES AND VETERAN AFFAIRS OFFICES. HHCDA ALSO MANAGED 51 RENTAL UNITS FOR THE HO-CHUNK NATION. THE VETERANS SUPPORTIVE HOUSING UNITS AND HO-CHUNK NATION RENTAL UNITS WERE TURNED BACK OVER TO THE HO-CHUNK NATION IN 2024. 5794440 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 109 0 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 1 1 1 0 X NICOLE KIMPTON 6083741245 1102 E MONOWAU STREET TOMAH WI 54660 KELLY FUNMAKER BOARD CHAIRMAN 1.00 X X 10050 0 0 BEN KRAUSE VICE CHAIRMAN 1.00 X X 4950 0 0 LORI PETTIBONE COMMISSIONER/SECRETARY 1.00 X X 9300 0 0 CHERI BYHRE COMMISSIONER 1.00 X 4650 0 0 FRANCIS DECORAH COMMISSIONER 1.00 X 2100 0 0 FIDEL DELAROSA COMMISSIONER 1.00 X 7650 0 0 MIKE GOZE COMMISSIONER 1.00 X 3750 0 0 KELLY LAMERE COMMISSIONER 1.00 X 6000 0 0 LUCINDA LONETREE COMMISSIONER 1.00 X 5975 0 0 LEONARD WALKER COMMISSIONER 1.00 X 3000 0 0 MARLYS WHITEEAGLE COMMISSIONER 1.00 X 5400 0 0 MISSY RED CLOUD COMMISSIONER 1.00 X 4200 0 0 ANDREA ESTEBO EXECUTIVE DIRECTOR (THRU 06/2024) 40.00 X 65401 0 13629 NICOLE KIMPTON ACCOUTANT/TREASURER 40.00 X 72002 0 35835 ROBIN BLACKDEER EXECUTIVE DIRECTOR (BEG. 11/2024) 40.00 X 13316 0 5511 TRACY THUNDERCLOUD INTERIM EXEC. DIR. (THRU 11/2024) 40.00 X 65804 0 179 283548 0 55154 0 0 0 0 ALL AMERICAN 1310 W WISCONSIN STREET SPARTA WI 54656 CONSTRUCTION SERVICES 4555015 TERRACE HOMES 1553 11TH DRIVE FRIENDSHIP WI 53934 CONSTRUCTION SERVICES 1787287 CENTERVILLE HOMES W25345 TODD ROAD TREMPEALEAU WI 54661 CONSTRUCTION SERVICES 1263039 FIVE STAR TELECOM 5136 MORMON COULEE ROAD LACROSSE WI 54601 INSTALL FIBER OPTIC 230388 BADGER BASEMENT PO BOX 158 FORT ATKINSON WI 53538 FOUNDATION REPAIRS 195434 7 12414812 628733 13043545 HOUSING MANAGEMENT PROGRAM 531110 683020 683020 683020 217373 217373 2000 0 2000 2000 2000 200 0 200 200 200 LAUNDRY/OTHER TENANT INCOME 531390 9213 9213 BAD DEBT RECOVERIES 900099 6158 6158 44777 44777 60148 14006286 683020 0 279721 87842 87842 972257 972257 338702 247782 90920 1984448 1984448 52410 52410 947217 947217 181911 174575 7336 39875 39875 79282 79282 268223 267638 585 58585 52383 6202 36550 36550 287779 286829 950 31434 31434 1503998 2042 1501956 228729 228729 REPAIRS AND MAITENANCE 358174 358122 52 BOARD OF COMMISSIONERS 42153 42153 PROGRAM EXPENSES 12518 11118 1400 DUES AND SUBSCRIPTIONS 1000 1000 13517 10911 2606 7526604 5794440 1732164 0 105 44272 9681216 2882975 342203 197106 152900 141921 212090 312217 60268951 33955228 19894290 26313723 92254 98064 30375058 29990278 2461551 1441875 7219641 1362104 172869 162206 15616 8618 0 30412 9869677 3005215 X 20505381 26985063 20505381 26985063 30375058 29990278 6479682 0 X 0 1 X 1 1 1 X 7008255 11818553 11160027 15809709 13043545 58840089 7008255 11818553 11160027 15809709 13043545 58840089 58840089 49859 44813 23692 254821 219373 592558 59432647 4022749 0.99000 0.99090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1356930 1356930 50676686 32738797 17937889 1477802 1216431 261371 6757533 6757533 26313723 SUBSCRIPTION LIABILITY 30412 30412 X 13912286 -87842 -87842 14000128 6158 6158 14006286 7432604 -6158 -6158 7438762 87842 87842 7526604 PART IV, LINE 2B: THE ORGANIZATION IS THE TRUSTEE OF RESIDENT FUNDS AND HAS FIDUCIARY RESPONSIBILITY FOR THE ADMINISTRATION AND DISTRIBUTION OF THESE FUNDS FOR RESIDENTS OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OR THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFER OF ASSETS -87,842. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECOVERIES 6,158. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT RECOVERIES -6,158. PART XII, LINE 4B - OTHER ADJUSTMENTS: TRANSFER OF ASSETS 87,842. 1 HO-CHUNK NATION W9184 AIRPORT RD BLACK RIVER FALLS WI 54615 391140880 TRIBAL GOV'T 87842 0 VSH ROOF - REPLACED WHILE UNDER HHCDA MANAGEMENT, BUILDING MANAGEMENT WAS TURNED BACK OVER TO HCN. 1 0 EMERGENCY UTILITY ASSISTANCE 750 478475 RENTAL ASSISTANCE 83 292521 TRIBAL REPAIR/IMPROVEMENTS 17 191261 DOWN PAYMENT ASSISTANCE 1 10000 PART I, LINE 2: AN INITIAL BUDGET IS COMPILED AND APPROVED BY THE BOARD OF COMMISSIONERS. PURCHASES AND OTHER EXPENSES ARE APPROVED BY PURCHASE ORDER PROCESS AND/OR CONTRACTS AND CHARGED TO APPROPRIATE GRANT FUNDS. MONTHLY FINANCIAL STATEMENTS ARE PREPARED AND REVIEWED INTERNALLY. THE ORGANIZATION MONITORS THE USE OF INDIVIDUAL GRANTS AND OTHER ASSISTANCE FUNDS BY COMPLYING WITH FEDERAL REGULATIONS. FORM 990, PART VI, SECTION A, LINE 7A BOARD COMMISSIONERS ARE NOMINATED BY THE DISTRICTS THEY REPRESENT AND CONFIRMED BY THE HO-CHUNK NATION LEGISLATURE. FORM 990, PART VI, SECTION A, LINE 8B HHCDA DOES NOT HAVE COMMITTEES OUTSIDE THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B INFORMATION TO PREPARE THE FORM 990 IS GATHERED BY THE ACCOUNTING DEPARTMENT AND PROVIDED TO AN OUTSIDE CPA FIRM. THE RETURN IS THEN PRESENTED TO THE EXECUTIVE DIRECTOR FOR REVIEW. IT IS THEN PRESENTED TO THE BOARD OF COMMISSIONERS FOR REVIEW BEFORE BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND EMPLOYEES ARE SUBJECT TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THEY ARE REQUIRED ANNUALLY TO EVALUATE IF ANY CONFLICTS EXIST. WHEN A CONFLICT DOES EXIST, THE INTERESTED MEMBER SHOULD REPORT TO THE BOARD CHAIRPERSON. AN EMPLOYEE SHOULD REPORT TO THE EXECUTIVE DIRECTOR. THE COMPLIANCE COMMITTEE WILL REVIEW THE CONFLICT AND DECIDE ANY FURTHER ACTIONS. THE POLICY REQUIRES THAT NO CONFLICT OF INTERESTS EXIST WITH CONTRACTS WITH THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD OF COMMISSIONERS REVIEWS THE PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR. AFTER DISCUSSION THE BOARD DETERMINES THE APPROPRIATE COMPENSATION LEVEL AND THEN VOTES TO APPROVE. THE EXECUTIVE DIRECTOR DOES THE PERFORMANCE EVALUATION OF THE OTHER OFFICERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE SUBJECT TO THE HO-CHUNK NATION OPEN MEETING ACT AND ARE AVAILABLE UPON REQUEST.