2026-04-29T09:41:09-05:00 2025-09-30 460403496 CASEY PETERSON LTD 909 ST JOSEPH ST STE 101 RAPID CITY SD 57701 990 2024-10-01 920333372 SOUTH DAKOTA NATIVE HOMEOWNERSHIP COALITION INC SOUT 6054552500 PO BOX 691 KYLE SD 57752 DAVID SPIDER EXECUTIVE DIRECTOR 6054552500 2026-04-28 1 1 KAYLA GIESEY CPA P01874520 6053481930 2026-04-29 2024 2025-03-06 01:10:19Z X DAVID SPIDER PO BOX 691 KYLE SD 57752 2023616 0 X HTTPS://WWW.SDNATIVEHOMEOWNERSHIPCOALITION.ORG/ X 2021 SD TO INCREASE HOMEOWNERSHIP OPPORTUNITIES FOR SOUTH DAKOTA'S NATIVE PEOPLE TO BUILD STRONG AND HEALTHY COMMUNITIES. 8 8 0 0 0 0 0 1679233 0 344383 0 0 0 0 0 2023616 0 1218134 0 0 0 46288 0 0 0 0 55718 0 1320140 0 703476 0 1016351 0 312875 0 703476 X TO INCREASE HOMEOWNERSHIP OPPORTUNITIES FOR SOUTH DAKOTA'S NATIVE PEOPLE TO BUILD STRONG AND HEALTHY COMMUNITIES. 0 0 1282997 1218134 344383 THE SOUTH DAKOTA NATIVE HOMEOWNERSHIP COALITION IS A COLLABORATIVE GROUP OF KEY AGENCIES DEDICATED TO INCREASING HOMEOWNERSHIP OPPORTUNITIES FOR NATIVE AMERICANS IN THE STATE OF SOUTH DAKOTA. OUR GROWING GROUP OF MEMBERS INCLUDING REPRESENTATIVES OF SOUTH DAKOTA'S TRIBES, FEDERAL AND STATE AGENCIES, TRIBALLY DESIGNATED HOUSING ENTITIES (TDHES), NONPROFIT ORGANIZATIONS, HOUSING DEVELOPERS, LENDERS, AND COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS COLLECTIVELY DEVELOP AND IMPLEMENT INNOVATIVE STRATEGIES THAT PROMOTE NATIVE AMERICAN HOMEOWNERSHIP. THIS IS ACCOMPLISHED THROUGH THE COALITION'S HOMEOWNERSHIP PROGRAM, WHICH PROVIDES HOMEBUYER EDUCATION AND INDIVIDUALIZED HOMEOWNERSHIP COACHING TO HELP FAMILIES PREPARE FOR SUCCESSFUL, SUSTAINABLE HOMEOWNERSHIP. THE COALITION CONNECTS FAMILIES WITH LENDERS, DOWN PAYMENT ASSISTANCE PROGRAMS, TRIBAL HOUSING ENTITIES, AND OTHER HOUSING-RELATED RESOURCES. THE COALITION DOES NOT ORIGINATE LOANS OR OFFER DIRECT FINANCING. 1282997 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 0 1 0 0 0 1 1 1 1 0 1 1 0 0 X THE LAKOTA FUND INCORPORATED 6054552500 PO BOX 340 KYLE SD 57752 X SHARON VOGEL PRESIDENT 0.50 X X 0 0 0 ERIC SHEPHERD VICE PRESIDENT 0.50 X X 0 0 0 TAWNEY BRUNSCH SECRETARY 0.50 X X 0 0 0 LORI MOEN TREASURER 0.50 X X 0 0 0 COLLEEN STEELE DIRECTOR 0.50 X 0 0 0 LAKOTA VOGEL DIRECTOR 0.50 X 0 0 0 ROBERT DAHL DIRECTOR 0.50 X 0 0 0 CHAS OLSON DIRECTOR 0.50 X 0 0 0 KRISTY O'ROURKE EXECUTIVE DIRECTOR (APR - AUG 2025) 40.00 X 0 0 0 0 0 0 0 0 0 0 0 1679233 1679233 MEMBERSHIP DUES 624200 296029 296029 REGISTRATION FEES 531390 48354 48354 344383 2023616 344383 0 0 1218134 1218134 22926 22926 19315 19315 579 579 237 237 3231 1624 1607 2000 2000 33250 32078 1172 2160 2160 1498 1498 945 945 2211 1747 464 9472 9283 189 4182 4182 1320140 1282997 37143 0 0 1016351 0 1016351 0 12875 0 300000 0 312875 X 0 703476 0 703476 0 1016351 703476 0 X 0 0 0 X 0 0 0 479233 479233 479233 479233 479233 0 0 0 0 479233 344383 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: GRANT PASSED THROUGH TO GPHI DUE TO DELAY IN GPHI'S IRS APPROVA DATE: 07/11/25 AMOUNT: 1200000. PART II, SHORT YEAR EXPLANATION: TAX YEAR 2021 WAS A SHORT YEAR BEGINNING DECEMBER 16, 2021 AND ENDING SEPTEMBER 30, 2022. THE ORGANIZATION HAD NO ACTIVITY DURING TAX YEAR 2021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: AS OF SEPTEMBER 30, 2025, THE COALITION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE COALITION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE COALITION IS NO LONGER SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2022. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATION, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS. THE COALITION BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. INTEREST AND PENALTIES ASSESSED BY INCOME TAXING AUTHORITIES, IF ANY, ARE INCLUDED IN INTEREST EXPENSE. 1 GREAT PLAINS HOUSING INITIATIVE INC 10090 WILLMINGTON DR SUMMERSET SD 57718 993654702 501(C)(3) 1200000 0 PASSTHROUGH OF GRANT FUNDS FROM PRIVATE FOUNDATION FOR THE LINKING LIQUIDITY TO LOCALIZED LENDING PROJECT CROW CREEK HOUSING AUTHORITY PO BOX 19 FORT THOMPSON SD 57339 460283315 GOVERNMENT 18134 0 SUPPORT FOR CONSTRUCTION INTERNSHIP PROGRAM 2 0 PART I, LINE 2: SDNHOC MAINTAINS RESPONSIBILITY FOR REPORTING TO THE FUNDING SOURCES ON THE USE OF GRANT FUNDS PASSED THROUGH TO OTHER ORGANIZATIONS. SDNHOC RECEIVES ACTIVITY AND FINANCIAL REPORTS FROM GREAT PLAINS HOUSING INITIATIVE AS REQUESTED ON SPECIFIC GRANT ACTIVITIES, AND ON A QUARTERLY BASIS AT THE SDNHOC BOARD MEETINGS. SDNHOC RECEIVED TIMESHEETS FROM CROW CREEK HOUSING AUTHORITY TO DOCUMENT THAT GRANT FUNDS WERE USED FOR THE INTENDED PURPOSE. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION ENTERED INTO A CONTRACT WITH LAKOTA FUNDS EFFECTIVE FROM AUGUST 22, 2025 THROUGH SEPTEMBER 30, 2026 FOR MANAGEMENT SERVICES. LAKOTA FUNDS WILL PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES ON BEHALF OF SDNHOC, WHICH INCLUDE ACCOUNTING, PAYROLL & BENEFITS ADMINISTRATION, BOOKKEEPING AND BANKING SUPPORT, AND GRANTS MANAGEMENT. SDNHOC WILL COMPENSATE LAKOTA FUNDS $1,000 PER MONTH FOR THESE MANAGEMENT SERVICES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 2 CLASSES OF COALITION MEMBERSHIP AS DETERMINED BY THE BOARD OF DIRECTORS. COLLECTIVELY, ALL MEMBERS ARE REFERRED TO HEREIN AS "COALITION MEMBERS". ANY INDIVIDUAL, AGENCY, INSTITUTION, ORGANIZATION, AND OTHER ENTITY THAT SUPPORTS THE SOUTH DAKOTA NATIVE HOMEOWNERSHIP COALITION'S MISSION OF INCREASING HOMEOWNERSHIP OPPORTUNITIES FOR NATIVE AMERICANS IN SOUTH DAKOTA MAY APPLY TO BECOME A MEMBER OF SDNHOC, SUBJECT ONLY TO COMPLIANCE WITH THE PROVISIONS OF THE BYLAWS. MEMBERSHIP APPLICATIONS ARE SUBJECT TO A REVIEW AND APPROVAL PROCESS BY THE SDNHOC'S MEMBERSHIP COMMITTEE. EACH COALITION MEMBER SHALL PAY ANNUAL DUES BASED UPON THE TYPE AND CLASS OF MEMBERSHIP. SHOULD ANY MEMBER BE IN DEFAULT IN THE PAYMENT OF DUES FOR A PERIOD OF THREE MONTHS FROM THE BEGINNING OF THE FISCAL YEAR OR PERIOD FOR WHICH SUCH DUES BECAME PAYABLE, THEIR MEMBERSHIP MAY THEREUPON BE TERMINATED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A ONLY COALITION MEMBERS IN GOOD STANDING OF SDNHOC SHALL BE ELIGIBLE TO SERVE IN ANY OF ITS ELECTIVE OR APPOINTIVE POSITIONS. THE COALITION MEMBERS OF SDNHOC SHALL MEET ANNUALLY AT A DATE, TIME, AND LOCATION DETERMINED BY THE BOARD OF DIRECTORS. COALITION MEMBERS SHALL VOTE ON BOARD OF DIRECTOR VACANCIES AND OTHER MATTERS BROUGHT BEFORE THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE LAKOTA FUNDS FINANCE MANAGEMENT TEAM REVIEWS THE FORM 990 PREPARED BY A THIRD-PARTY CPA. THE FORM 990 IS ALSO PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY MEMBER OF THE BOARD OF DIRECTORS OF SDNHOC SHALL BE DISCLOSED TO THE BOARD OF DIRECTORS AND MADE A MATTER OF RECORD IN THE MINUTES OF THE BOARD OF DIRECTORS MEETINGS AT ANY TIME WHEN THE DUALITY OR POSSIBLE CONFLICT OF INTEREST FIRST BECOMES KNOWN TO THE PERSON WHO MAY HAVE SUCH DUALITY OR CONFLICT. AS A PART OF EACH ANNUAL MEETING, THE BOARD OF DIRECTORS SHALL REVIEW THE DUALITIES OF INTEREST AND POSSIBLE CONFLICTS OF INTEREST OF EACH DIRECTOR OF SDNHOC, USING SUCH PROCEDURES AS THE BOARD SHALL IN ITS DISCRETION DETERMINE TO BE NECESSARY FROM TIME TO TIME TO INVESTIGATE AND REVIEW SUCH MATTERS. ANY MEMBER OF THE BOARD OF DIRECTORS HAVING A DUALITY OF INTEREST OR ANY POSSIBLE CONFLICT OF INTEREST WHICH COULD CONFLICT WITH THE INTERESTS OF SDNHOC SHALL ABSTAIN FROM VOTING AND SHALL ABSTAIN FROM USING HIS OR HER PERSONAL INFLUENCE IN ANY WAY ON THE MATTER. HIS OR HER VOTE SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING EVEN WHERE PERMITTED BY LAW. THE MINUTES OF THE MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE, HIS OR HER ABSTENTION FROM VOTING, AND THE QUORUM SITUATION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR IS BASED ON A REVIEW OF SIMILAR ASSET-SIZED NATIVE AND NON-NATIVE NON-PROFIT MEMBERSHIP-BASED ORGANIZATIONS, INCLUDING CDFIS. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE PRESENTED AT THE ANNUAL MEMBERSHIP MEETING. COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. GREAT PLAINS HOUSING INITIATIVE INC 10090 WILLMINGTON DR SUMMERSET SD 57718 993654702 INCREASE ACCESS TO HOUSING AND AFFORDABLE MORTGAGES IN NATIVE COMMUNITIES SD 501(C)(3) LINE 10 SOUTH DAKOTA NATIVE HOMEOWNERSHIP COALITION INC 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 GREAT PLAINS HOUSING INITIATIVE INC B 1200000 CASH PAID GREAT PLAINS HOUSING INITIATIVE INC S 2427 MEMBERSHIP FEES PAID GREAT PLAINS HOUSING INITIATIVE INC S 581 REGISTRATION FEES PAID