2025-11-12T09:07:40-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 999 THIRD AVENUE SUITE 2800 SEATTLE WA 98104 990 2024-01-01 990716207 ISLAND ROOTS HOUSING ISLA 3607204509 PO BOX 114 LANGLEY WA 98260 CHRISTINE HURLEY PRESIDENT 3607204509 2025-11-11 1 1 EMINA O CRESSWELL P01217304 2063026500 2025-11-11 2024 2025-03-06 01:10:19Z CHRISTINE HURLEY PO BOX 114 LANGLEY WA 98260 3846472 0 X WWW.ISLANDROOTSHOUSING.ORG X 2023 WA ISLAND ROOTS HOUSING'S MISSION IS TO SUPPORT THE DEVELOPMENT AND LONG TERM MANAGEMENT OF AFFORDABLE HOUSING, AND EDUCATE THE COMMUNITY ON THE NEED AND OPPORTUNITIES FOR SAID HOUSING AND FOSTER A "HOUSING RESILIENCY NETWORK" OF HOUSING DEVELOPERS AND PROVIDERS IN ISLAND COUNTY WASHINGTON. IRH'S FIRST DEVELOPMENT PROJECT IS GENERATIONS PLACE, A PERMANENTLY AFFORDABLE APARTMENT COMPLEX LOCATED IN LANGLEY, WASHINGTON. 12 12 0 15 0 0 0 3828229 0 0 0 18243 0 0 0 3846472 0 0 0 0 0 3468 0 9611 11552 0 18722 0 31801 0 3814671 0 3816091 0 1420 0 3814671 X OUR PURPOSE IS TO CREATE HOUSING AFFORDABLE TO PEOPLE WHO LIVE AND WORK IN ISLAND COUNTY, WITH AN INITIAL FOCUS ON WORKFORCE RENTAL HOUSING. THROUGH PARTNERSHIPS AND COALITIONS, WE WORK TOWARD THE DEVELOPMENT AND LONG-TERM MANAGEMENT OF HOUSING. WE WILL BROADEN THE COMMUNITY'S UNDERSTANDING OF THE NEEDS AND OPPORTUNITIES FOR THIS WORK. 0 0 2306 0 0 IRH FORMED A CONSORTIUM WITH GOOSEFOOT COMMUNITY FUND AND OTHER NON-PROFIT ORGANIZATIONS, TO EDUCATE THE PUBLIC AND PROVIDE INPUT FROM COMMUNITY-BASED ORGANIZATIONS INTO ISLAND COUNTY'S AND LANGLEY'S 20- YEAR COMPREHENSIVE PLANNING PROCESS. 731 0 0 IRH IS RAISING FUNDS FOR AND BEGAN PRE-CONSTRUCTION OF GENERATIONS PLACE IN LANGLEY WA. THIS 14-UNIT APARTMENT COMPLEX WITH A MIX OF TWO-AND THREE-BEDROOM APARTMENTS ARE AIMED TO HOUSE FAMILIES THAT ARE INCOME-QUALIFIED AT 50%, 60% AND 80% OF ISLAND COUNTY AREA MEDIAN INCOME. PROGRAM REVENUE INCLUDES LAND AND CAPITALIZED PRE-CONSTRUCTION ACTIVITIES HELD WITHIN A LIMITED LIABILITY COMPANY, ESSENTIAL SOLUTIONS LLC, WHICH WAS TRANSFERRED FROM GOOSEFOOT COMMUNITY FUND TO ISLAND ROOTS HOUSING AS SOLE MEMBER. 3037 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ROSE HUGHES 3607204509 PO BOX 114 LANGLEY WA 98260 CHRISTINE HURLEY PRESIDENT 5.00 X X 0 0 0 MICHAEL CLYBURN VICE-PRESIDENT 5.00 X X 0 0 0 MARLYS ERICKSON TREASURER 10.00 X X 0 0 0 DYANNE SHELDON SECRETARY 3.00 X X 0 0 0 CRYSTAL COGLAS DIRECTOR 3.00 X 0 0 0 DOUG HOFIUS DIRECTOR 3.00 X 0 0 0 OZELL JACKSON III DIRECTOR 3.00 X 0 0 0 CANDACE JORDAN DIRECTOR 3.00 3.00 X 0 0 0 MARY MICHELL DIRECTOR 3.00 X 0 0 0 MICHAEL SCHUERLEIN DIRECTOR 3.00 X 0 0 0 JULIA SEWELL DIRECTOR 3.00 X 0 0 0 FRANK SIMPSON DIRECTOR 3.00 X 0 0 0 KRISTA R HUGHES PROGRAM DIRECTOR 10.00 30.00 X 0 104820 3677 0 104820 3677 0 0 0 0 0 3331565 496664 1670163 3828229 18243 18243 3846472 0 0 18243 X 3135 1524 1611 333 162 171 170 170 9611 9611 15398 785 14613 155 -4 159 1985 1985 448 448 38 38 LICENSES, PERMITS & TAX 383 383 BANK FEES 145 145 31801 3037 17212 11552 0 165097 0 1531677 0 30111 0 126748 1673893 0 0 1673893 0 288565 0 3816091 0 1420 0 1420 X 0 1787458 0 2027213 0 3814671 0 3816091 3814671 0 X 1 X 0 1 0 X 3828229 3828229 3828229 3828229 3547707 280522 18243 18243 3846472 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1673893 1673893 1673893 HELD-TO-MATURITY SECURITIES 288565 C 288565 X PART X, LINE 2: IRH RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. IRH RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. IRH HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2024. NO INTEREST OR PENALTIES WERE ACCRUED FOR THE PERIOD ENDED DECEMBER 31, 2024. IRH FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION. X 1 5047 FMV X 2 1665116 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 CHRISTINE HURLEY AND MARLYS ERICKSON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B GOVERNING BODY MEMBERS AND MANAGEMENT ARE GIVEN COPIES FOR THE REVIEW AND DISCUSSION PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS REVIEWED AND A CONFLICT OF INTEREST FORM IS SIGNED ANNUALLY. RECUSAL IS REQUIRED IF A CONFLICT EXISTS, BEFORE ELECTING TO VOTE ON ISSUES OF MATERIAL FINANCIAL IMPACT TO THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G WEBSITE: PROGRAM SERVICE EXPENSES 165. MANAGEMENT AND GENERAL EXPENSES 4,764. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,929. OTHER FEES: PROGRAM SERVICE EXPENSES 620. MANAGEMENT AND GENERAL EXPENSES 9,849. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,469. ESSENTIAL SOLUTIONS LLC PO BOX 114 LANGLEY WA 98260 990716207 TO PROVIDE AFFORDABLE HOUSING TO WORKING FAMILIES. WA 0 1303893 ISLAND ROOTS HOUSING GOOSEFOOT COMMUNITY FUND PO BOX 114 LANGLEY WA 98260 911960139 ECONOMIC DEVELOPMENT, HISTORICAL PRESERVATION, COMMUNITY ESSENTIAL NEEDS WA 501(C)(3) LINE 12A, I 0 0 0 0 0 1 0 0 0 0 0 1 0 1 1 1 1 0 0 0