2025-12-16T09:44:23-05:00 2025-06-30 882802798 FORGE FINANCIAL & MANAGEMENT CONSULTING 1245 JORDAN CREEK PKWY STE 100 WEST DES MOINES IA 502662343 990 2024-07-01 421520979 HABITAT FOR HUMANITY OF IOWA INC HABI 5152666886 809 8TH ST SW SUITE F ALTOONA IA 50009 LISA HOUSER EXECUTIVE DIRECTOR 5152666886 2025-12-15 true DAN MONTGOMERY CPA P02183410 5156203050 2025-12-16 2024 2025-03-06 01:10:19Z LISA HOUSER 809 8TH ST SW STE F ALTOONA IA 50009 3134864 false X WWW.IOWAHABITAT.ORG X 2001 IA SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY OF IOWA BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES, AND HOPE BY PARTNERING WITH LOCAL HABITAT FOR HUMANITY ORGANIZATIONS TO OFFER FINANCIAL PRODUCTS, RESOURCE DEVELOPMENT, EDUCATION, AND BUILDING PUBLIC SUPPORT. 14 14 29 14 0 1463652 2570030 188503 564797 576 37 0 1652731 3134864 450816 1309581 0 562997 659130 0 0 563667 874488 1577480 2843199 75251 291665 4517316 6066194 1644146 2901359 2873170 3164835 X SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY OF IOWA BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES, AND HOPE BY PARTNERING WITH LOCAL HABITAT FOR HUMANITY ORGANIZATIONS TO OFFER FINANCIAL PRODUCTS, RESOURCE DEVELOPMENT, EDUCATION, AND BUILDING PUBLIC SUPPORT. false false 2681529 1309581 564797 HABITAT FOR HUMANITY OF IOWA CREATES OPPORTUNITIES FOR ALL PEOPLE TO LIVE IN DECENT, DURABLE SHELTER BY PROVIDING EDUCATION AND RESPONSIBLE FINANCIAL PRODUCTS THAT PROMOTE HOMEOWNERSHIP AND COMMUNITY DEVELOPMENT, AND BY PARTNERING WITH OTHER HOUSING ORGANIZATIONS TO ACCELERATE AND BROADEN ACCESS TO AFFORDABLE HOUSING FOR LOW-INCOME FAMILIES AND ECONOMICALLY DISTRESSED COMMUNITIES." 2681529 true true false true false false false false true false true false false false true true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 3 0 29 true false false false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true false false X KRISTEN HOLTAN 5152666886 809 8TH ST SW SUITE F ALTOONA IA 50009 LISA HOUSER EXECUTIVE DI 40.00 X 110222 0 4749 BRENDALYN SHIRD PRESIDENT 5.00 X X 0 0 0 MELISSA SCHONEBERG VICE PRESIDE 5.00 X X 0 0 0 BEVERLY EVANS TREASURER 5.00 X X 0 0 0 MARY ANN WOODS SECRETARY 5.00 X X 0 0 0 MIKE BARTON DIRECTOR 2.00 X 0 0 0 JEREMY HARTBECKE DIRECTOR 2.00 X 0 0 0 RACHELLE HUNT DIRECTOR 2.00 X 0 0 0 MARK KROEMER DIRECTOR 2.00 X 0 0 0 JIHNA JENKINS DIRECTOR 2.00 X 0 0 0 BRITTANY SCANLON DIRECTOR 2.00 X 0 0 0 KARA VANWERT DIRECTOR 2.00 X 0 0 0 KATIE SYMMONDS DIRECTOR 2.00 X 0 0 0 TYLER CARLSON DIRECTOR 2.00 X 0 0 0 TOM FISHER-KING DIRECTOR 2.00 X 0 0 0 ERICA HAUGEN LEFT 724 DIRECTOR X 0 0 0 ALI PARRISH LEFT 724 DIRECTOR X 0 0 0 SHELLY MCGILL LEFT 724 DIRECTOR X 0 0 0 110222 4749 1 false false false 2361485 208545 2570030 SERVICE INCOME 900099 458614 458614 MORTGAGE DISCOUNT INCOME 900099 64537 64537 NOTES RECEIVABLE INTEREST INC 900099 41646 41646 564797 37 37 3134864 564797 37 1309581 1309581 117755 87139 30616 441356 373833 67523 46248 42631 3617 53771 46110 7661 1541 1476 65 34611 33142 1469 18500 17715 785 1750 1676 74 5005 2606 2399 27112 15285 11827 4430 1291 3139 36408 35794 614 16077 13543 2534 6286 5961 325 7924 7924 10000 10000 20689 20689 6518 1878 4640 LOAN LOSSES 297500 297500 MORTGAGE DISCOUNT EXPENSE 182484 182484 AMERICORP LIVING ALLOWANC 153841 153841 OTHER EXPENSES 23535 19842 3693 20277 20277 2843199 2681529 161670 0 1476557 2085144 428357 535172 136149 198657 2312630 3042140 32585 25819 176337 145070 45955 31267 85083 147995 4517316 6066194 64578 53633 1032268 1452500 52850 55158 469468 309410 24982 1030658 1644146 2901359 X 2873170 3120335 44500 2873170 3164835 4517316 6066194 291665 X false true X true true true X 1463888 1492053 2210634 1463652 2570030 9200257 1463888 1492053 2210634 1463652 2570030 9200257 9200257 44 30 703 576 37 1390 9201647 753300 0.99980 0.99910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 18500 false false 18500 false SCHEDULE C, PART II-B, LINE 1 HABITAT WORKS WITH FEDERAL, STATE, AND LOCAL OFFICIALS AND AGENCIES TO ADVOCATE FOR LAWS AND PROGRAMS THAT HELP PEOPLE ACHIEVE AFFORDABLE HOUSING. GRASS ROOTS ADVOCACY INCLUDES FACE TO FACE MEETINGS AS WELL AS LETTER WRITING TO PROVIDE INFORMATION AND EDUCATION REGARDING AFFORDABLE HOUSING IN IOWA. false true X 7500 2625 4875 168837 142445 26392 31267 AMOUNTS DUE TO AFFILIATES 944969 OPERATING LEASE LIABILITY 85689 1030658 X 3134864 3134864 3134864 2843199 2843199 2843199 SCHEDULE D, PAGE 2, PART IV, LINE 2B HABITAT FOR HUMANITY OF IOWA HOLDS ENOUGH MONEY IN ESCROW TO MAKE 3 MONTHS WORTH OF LOAN PAYMENTS IN THE EVENT THAT THEY DO NOT RECEIVE THE PAYMENTS FROM AFFILIATES THUS ASSURING THAT THEY WILL NOT DEFAULT ON ANY LOANS WITH HABITAT FOR HUMANITY OF IOWA, INC. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE VARIOUS JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. THE ORGANIZATION FILES A FORM 990 TAX RETURN IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. true IOWA HEARTLAND HFH 803 W 5TH ST WATERLOO IA 50702 421350378 57000 HOUSING CEDAR VALLEY HFH 350 6TH AVE SE CEDAR RAPIDS IA 52401 421320296 80000 HOUSING IOWA VALLEY HFH 2401 SCOTT BLVD IOWA CITY IA 52240 421410210 300331 HOUSING HFH OF CENTRAL IOWA 3504 GRAND AVE AMES IA 50010 421453361 40000 HOUSING HFH OF NORTH CENTRAL IOWA 517 1ST ST NW MASON CITY IA 50401 421408763 35000 HOUSING HENRY COUNTY HFH 409 N MAIN ST MOUNT PLEASANT IA 52641 421417675 209750 HOUSING NORTHWEST IOWA CORRIDOR HFH 710 LAKE ST SPIRIT LAKE IA 51360 200000 HOUSING GREATER KEOKUK HFH PO BOX 314 KEOKUK IA 52632 185000 HOUSING MUSCATINE COUNTY AREA HFH PO BOX 49 MUSCATINE IA 52761 72500 HOUSING WARREN COUNTY HFH PO BOX 844 INDIANOLA IA 50125 65000 HOUSING HEART OF IOWA HFH 720 STORY ST BOONE IA 50036 65000 HOUSING 11 SCHEDULE I, PAGE 1, PART I, LINE 2 THE EXECUTIVE DIRIECTOR AND THE BOARD OF DIRECTORS MONITOR THE USE OF FUNDS AND ENSURE THAT THE ORGANIZATION IS IN COMPLIANCE WITH ALL REQUIREMENTS. FORM 990 - ORGANIZATION'S MISSION SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY OF IOWA BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES, AND HOPE BY PARTNERING WITH LOCAL HABITAT FOR HUMANITY ORGANIZATIONS TO OFFER FINANCIAL PRODUCTS, RESOURCE DEVELOPMENT, EDUCATION, AND BUILDING PUBLIC SUPPORT. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE ORGANIZATION'S BOARD MEMBERES PRIOR TO BEING FILED. FORM 990, PAGE 6, PART VI, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT AFFIRMING THEY HAVE RECEIVED, READ, AND COMPLY WITH THE CONFLICT OF INTEREST POLICY BEFORE ENTERING INTO A TRANSACTION THAT COULD RESULT IN A CONFLICT OF INTEREST. THE BOARD OF DIRECTORS DETERMINES IF THERE IS ANOTHER ARRANGEMENT THAT WOULD BETTER SERVE THE ORGANIZATION. IF THERE IS NOT, THE BOARD DETERMINES BY A MAJORITY VOTE OF DISINTERESTED MEMBERS WHETHER THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST FOR ITS OWN BENEFIT AND IS FAIR AND REASONABLE. IF THE CONFLICT OF INTEREST POLICY IS VIOLATED APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION WILL BE TAKEN. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR INCLUDES A REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLOCY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.