2026-05-08T10:00:39-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990 2025-01-01 421311668 WILLIS DADY EMERGENCY SHELTER INC WILL 3193627555 1247 4TH AVENUE SE CEDAR RAPIDS IA 52403 DAVID KARPICK INTERIM EXECUTIVE DIRECTOR 3193627555 2026-05-07 1 DAVID LITTLE P01480921 3193632697 2026-05-07 2025 2025-03-06 01:10:19Z WILLIS DADY HOMELESS SERVICES DAVID KARPICK 1247 4TH AVENUE SE CEDAR RAPIDS IA 52403 4670920 0 X WWW.WILLISDADY.ORG X 1987 IA TO PROVIDE SHELTER, PREVENTION, AND SUPPORTIVE HOUSING SERVICES TO THE HOMELESS AND NEAR-HOMELESS. 13 13 137 179 0 0 2918443 3185350 415509 376455 57039 98903 112381 74809 3503372 3735517 263726 240686 0 0 2168300 2262956 0 0 338227 976770 956511 3408796 3460153 94576 275364 9715572 10040521 257205 265358 9458367 9775163 X TO EMPOWER ALL EXPERIENCING HOMELESSNESS TO BUILD FUTURES OF SELF-SUFFICIENCY THROUGH ADVOCACY, HOUSING, AND EMPLOYMENT, WITH THE VISION OF HAVING A COMMUNITY WHERE EVERYONE HAS HOUSING, STABILITY, AND OPPORTUNITY. 0 0 943850 25811 44040 EMERGENCY SHELTER WITH CASE MANAGEMENT: IN 2025 WE SERVED 185 INDIVIDUALS WITH EMERGENCY SHELTER SERVICES. THIS INCLUDES 144 INDIVIDUALS AND 9 FAMILIES. 54% OF SHELTER CLIENTS EXITED TO HOUSING. WE PROVIDE SHELTER AND CASE MANAGEMENT FOR SHORT AND LONGER-TERM STAYS FOR VETERANS THROUGH A GRANT FROM THE DEPARTMENT OF VETERANS AFFAIRS. IN SERVICE-INTENSIVE TRANSITIONAL HOUSING, THE VETERAN CAN STAY FOR UP TO 2 YEARS. PARTICIPANTS RECEIVE INTENSIVE CASE MANAGEMENT SERVICES AND CARE COORDINATION. PARTICIPANTS IN THE BRIDGE HOUSING PROGRAM CAN STAY IN SHELTER UP TO 6 MONTHS. THESE PARTICIPANTS RECEIVE CARE COORDINATION WITH THE VA AND NON-VA VETERAN SERVICE PROVIDERS, WITH A GOAL OF LEAVING FOR HOUSING AND INCREASING INCOME.IN 2025 73% OF THE VETERANS IN THIS PROGRAM HAD POSITIVE EXITS. 627801 10643 332415 SUPPORTIVE EMPLOYMENT PROGRAM: IN 2025 WE CONTINUED SERVING INDIVIDUALS IN OUR EMPLOYMENT PROGRAM BY PROVIDING DIRECT HOURLY PART-TIME OR FULL-TIME EMPLOYMENT. WE FILLED UP TO 8 FULL-TIME POSITIONS AT FRONTIER CO-OP EACH DAY ACROSS THREE SHIFTS AND PROVIDED TRANSPORTATION TO AND FROM FRONTIER. WE ALSO OFFERED 8-10 PART-TIME POSITIONS IN OUR MATTRESS RECYCLING SOCIAL ENTERPRISE AND 5 SEASONAL PART-TIME POSITIONS WITH THE CITY OF CEDAR RAPIDS TO PERFORM LITTER ABATEMENT IN PUBLIC SPACES AROUND CEDAR RAPIDS. ACROSS ALL OF OUR EMPLOYMENT SERVICES PROGRAM IN 2025 WE EMPLOYED 63 CLIENTS FOR A TOTAL OF 14,637 HOURS WORKED AND $217,669 WAGES EARNED. 540779 6776 75889 PERMANENT SUPPORTIVE HOUSING: WE PROVIDE PERMANENT SUPPORTIVE HOUSING UNITS OF INCOME-BASED HOUSING WITH CASE MANAGEMENT FOR INDIVIDUALS AND HOUSEHOLDS WITH CHILDREN. THESE UNITS ARE FOR THOSE QUALIFYING AS CHRONICALLY HOMELESS BASED BY HUDS DEFINITION. ON-SITE CASE MANAGEMENT IS PROVIDED TO BUILD STABILITY AND PREVENT CYCLING THROUGH COMMUNITY SUPPORT SYSTEMS. FEELING SAFE HASTENS BETTER SELF-CARE PRACTICES, IMPROVED HEALTH, AND OUTLOOK. IN 2024 WE OPENED A 14-UNIT APARTMENT COMPLEX TO FURTHER OUR PERMANENT SUPPORTIVE HOUSING PORTFOLIO. IN 2025 WE OPERATED A TOTAL OF 36 UNITS OF PERMANENT SUPPORTIVE HOUSING. IN 2025 WE SERVICED 57 ADULTS AND 6 CHILDREN IN OUR SUPPORTIVE HOUSING PROGRAM. 313920 183280 RAPID REHOUSING AND VETERAN CASE MANAGEMENT: WE PROVIDE RAPID REHOUSING TO CLIENTS WHO ARE LITERALLY HOMELESS. RAPID REHOUSING IS A PROGRAM THAT PROVIDES CASE MANAGEMENT AND SMALL AMOUNTS OF TEMPORARY RENTAL ASSISTANCE TO HELP PEOPLE MOVE OUT OF HOMELESSNESS AND INTO HOUSING WITH DEPOSIT AND/OR RENT MONEY. IN 2025 WE SERVED 72 INDIVIDUALS THROUGH HIS PROGRAM. 60% OF THE HOUSEHOLDS SERVED EXITED THE PROGRAM TO HOUSING. WE ALSO HOUSED 17 VETERANS THROUGH OUR MEDIUM-TERM HOUSING PROGRAM, TRANSITION IN PLACE. TRANSITION IN PLACE IS FUNDED THROUGH THE DEPARTMENT OF VETERAN AFFAIRS AND ALLOWS US TO REHOUSE VETERANS EXPERIENCING LITERAL HOMELESSNESS AND PROVIDE UP TO TWO YEARS OF RENT ASSISTANCE AND INTENSIVE CASE MANAGEMENT SUPPORTS. IN 2023, WE STARTED A HOUSING RETENTION CASE MANAGEMENT PROGRAM THROUGH THE VA, WORKING UPSTREAM TO KEEP VETERANS IN THEIR HOUSING AND OUT OF THE LITERAL HOMELESS SYSTEM. IN 2025, WE SERVED 68 VETERANS WITH THIS PROGRAM. 192780 14176 STREET OUTREACH: IN 2025, WE SERVED 185 PEOPLE WHO WERE SLEEPING UNSHELTERED IN LINN COUNTY. OUR STREET OUTREACH PROGRAM REACHES INDIVIDUALS SLEEPING IN PLACES NOT MEANT FOR HUMAN HABITATION SUCH AS IN ENCAMPMENTS, UNDER BRIDGES, IN ALLEYS, OR IN THEIR VEHICLES. WE ARE ABLE TO CONNECT THEM WITH THEIR BASIC NEEDS SUCH AS HYGIENE PRODUCTS, BLANKETS, PILLOWS, TENTS AND CLOTHING. OUR CASE MANAGERS ARE ABLE TO ASSIST CLIENTS IN THIS PROGRAM ACCESS VITAL DOCUMENTS TO WORK TOWARDS SECURING STABLE HOUSING. IN 2022, WE EXPANDED OUR STREET OUTREACH PROGRAM TO OPEN HECTOR'S PLACE DAY CENTER AT OUR WILLIS DADY WORKS EMPLOYMENT HUB. THE DAY CENTER PROVIDES IMMEDIATE ACCESS TO SHOWER AND LAUNDRY FACILITIES FOR INDIVIDUALS SLEEPING UNSHELTERED WITH ADDITIONAL ACCESS TO IMMEDIATE CASE MANAGEMENT SERVICES AND REFERRALS TO EMPLOYMENT SERVICES AND JOB TRAININGS AT THE EMPLOYMENT HUB. FROM APRIL THROUGH DECEMBER 2025, A TOTAL OF 3,809 SHOWERS AND LAUNDRY SERVICES WERE PROVIDED WITH AN AVERAGE OF 35 CLIENTS PER DAY. 506700 197456 2619130 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 38 0 137 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 0 0 X X REGINA ANDERSON 3193627555 1247 4TH AVENUE SE CEDAR RAPIDS IA 52403 HICKS LUCAS PRESIDENT 2.00 X X 0 0 0 REASNER AMY VICE PRESIDENT 2.00 X X 0 0 0 KRAFT TED TREASURER 2.00 X X 0 0 0 NOVOTNY ANDREW SECRETARY 2.00 X X 0 0 0 BEARDSWORTH JOHN DIRECTOR 2.00 X 0 0 0 BURNETT RENJENA DIRECTOR 2.00 X 0 0 0 DEWEES CHANDLER DIRECTOR 2.00 X 0 0 0 GEIS VINCE DIRECTOR 2.00 X 0 0 0 JACKSON KENDALL DIRECTOR 2.00 X 0 0 0 MONG ANDY DIRECTOR 2.00 X 0 0 0 SHATZER KATIE DIRECTOR 2.00 X 0 0 0 SHIRLEY WES DIRECTOR 2.00 X 0 0 0 VOGELER JOSH DIRECTOR 2.00 X 0 0 0 FAUST ALICIA EXECUTIVE DIRECTOR 40.00 X 100748 0 6986 ANDERSON REGINA FINANCE DIRECTOR 40.00 X 86408 0 8753 187156 0 15739 1 0 0 0 0 159166 70906 1817986 1137292 41853 3185350 EMPLOYMENT SERVICES 624200 332415 332415 CONTRACTED SERVICES 624200 44040 44040 376455 90411 90411 75889 0 75889 75889 75889 937403 923245 5666 14158 -5666 8492 8492 0 70906 6492 -6492 -6492 MISCELLANEOUS REVENUE 900099 5412 5412 5412 3735517 452344 0 97823 240686 240686 202896 101448 40579 60869 1715807 1272706 241886 201215 22157 13633 5013 3511 164663 98607 36639 29417 157433 112391 26260 18782 37296 37296 2788 2788 24421 9233 15188 41462 25527 3412 12523 72432 40528 31904 160604 148418 12186 29829 28876 92 861 277483 268494 8989 84354 67625 16729 REPAIR & MAINTENANCE 174344 166878 7313 153 EMPLOYEE RECRUITMENT & 8002 7445 289 268 CLIENT SERVICES 7665 7665 35831 16635 8568 10628 3460153 2619130 502796 338227 42952 16182 596252 638374 804567 251841 27102 37151 24047 35394 7597770 1219744 6490689 6378026 1695332 2646196 34631 37357 9715572 10040521 224860 227185 4854 11215 27491 26958 257205 265358 X 8559558 8777423 898809 997740 9458367 9775163 9715572 10040521 X 275364 37194 50 4188 X X 0 1 X 1 1 1 X 4512638 4608177 2671211 2918443 3143497 17853966 4512638 4608177 2671211 2918443 3143497 17853966 1306751 16547215 17697 8593 109875 76839 90411 303415 20482 5412 25894 18183275 2317564 0.91000 0.91090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2024 AMOUNT: $ 20,482. 2025 AMOUNT: $ 5,412. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 570484 80553 25806 625231 529480 42474 1470 570484 476648 54274 1442 529480 573426 35977 -92982 3796 476648 464997 40591 71631 3793 573426 0.05959 0.00000 0.94041 1 0 151673 151673 7119079 1086010 6033069 46809 20268 26541 188766 113466 75300 91443 91443 6378026 X 3778373 37194 4262 4188 45644 3732729 2788 2788 3735517 3461577 4212 4212 3457365 2788 2788 3460153 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF THE IOWA INCOME TAX LAW, WHICH PROVIDES INCOME TAX EXEMPTION FOR CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. THE INTERNAL REVENUE SERVICE HAS NOT CLASSIFIED THE ORGANIZATION AS A PRIVATE FOUNDATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION FOLLOWS THE STANDARD FOR EVALUATING UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY A COMMUNITY FOUNDATION 4,188. PART V, LINE 4 THE ORGANIZATION'S ENDOWMENT CONSISTS OF VARIOUS FUNDS ESTABLISHED TO SUPPORT THE NEEDS OF THE ORGANIZATION IN LINE WITH ITS MISSION. HOPS FOR HOUSING 52133 52133 4475 RACE 18773 18773 2017 70906 70906 6492 6492 -6492 1 RENTAL ASSISTANCE PAID ON BEHALF OF CLIENT 53 159054 UTILITY ASSISTANCE PAID ON BEHALF OF CLIENT 13 5467 MISCELLANEOUS PERSONAL EXPENSES PAID ON BEHALF OF CLIENT 52 31367 PART I, LINE 2: WE PROVIDE HOTELING VIA OUR GRANTS PER DIEM, TRANSITION IN PLACE GRANT. THE VA APPROVES THIS AHEAD OF TIME. FOR EDUCATIONAL STIPENDS, REIMBURSEMENTS, AND ASSISTANCE, THE PROGRAM DIRECTOR APPROVES IT. X HOUSING REPAIRS 1 41853 FMV 0 0 0 PART I, COLUMN (B): ALL REPAIRS WERE RELATED TO ONE PROJECT. THEREFORE, THE NUMBER OF CONTRIBUTIONS IS 1. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE DIRECTOR, EXECUTIVE DIRECTOR, AND BOARD TREASURER WILL INITIALLY REVIEW THE FORM 990 AND DISCUSS ANY QUESTIONS WITH THE INDEPENDENT ACCOUNTING FIRM WHO WAS HIRED TO PREPARE THE RETURN. THE RETURN WILL THEN BE REVIEWED BY THE FINANCE COMMITTEE AND THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW AND QUESTIONS PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE SHOULD BE TIMELY MADE. TRANSACTIONS WITH RELATED PARTIES MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED: 1. A MATERIAL TRANSACTION IS FULLY DISCLOSED IN THE AUDITED FINANCIAL STATEMENTS OF THE ORGANIZATION; 2. THE RELATED PARTY IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; 3. A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS; AND 4. THE ORGANIZATION'S BOARD HAS ACTED UPON AND DEMONSTRATED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. STAFF DISCLOSURES SHOULD BE MADE TO THE EXECUTIVE DIRECTOR (OR IF HE OR SHE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD), WHO SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IS MATERIAL, AND IF THE MATTERS ARE MATERIAL. DISCLOSURE INVOLVING DIRECTORS SHOULD BE MADE TO THE BOARD OFFICERS. THE REMAINDER OF THE BOARD WITHOUT POTENTIAL CONFLICT SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IS MATERIAL, AND IN THE PRESENCE OF AN EXISTING MATERIAL CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO WILLIS DADY. THE DECISION OF THE BOARD ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF WDES AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS PRELIMINARY DISCUSSIONS AND MAKES A RECOMMENDATION TO THE BOARD. THE EXECUTIVE COMMITTEE'S RECOMMENDATION IS DELIBERATED BY THE BOARD. THE BOARD MAKES AND APPROVES THE FINAL DECISION AT THE DECEMBER BOARD MEETING. THE EXECUTIVE DIRECTOR WILL BE EXCUSED FROM THE MEETING WHILE THE EXECUTIVE DIRECTOR'S COMPENSATION IS BEING DISCUSSED AND VOTED ON. 2026 WAS THE MOST RECENT YEAR IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION B, LINE 15B: NO OTHER EMPLOYEES MEET THE DEFINITION OF OFFICER OR KEY EMPLOYEE. IF THERE WERE, THE SAME COMPENSATION REVIEW PROCESS WOULD BE COMPLETED FOR THESE POSITIONS AS FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY A COMMUNITY FOUNDATION 4,188. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR.