Civic Intelligence

Allamakee Housing Inc

EIN 42-1101630 • 501(c)4 • Waukon, IA

Profile

The organization's purpose is to provide low cost housing and assisted living units to qualifying individuals. There are currrently 16 assisted living low cost housing units available for those individuals who need help with everyday tasks. The remaining 44 units are low cost.

607 2nd St SWWaukon, IA 52172
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

79th percentile

0.31x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.91x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

37th percentile

1.7%

Higher net margin than 37% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

35th percentile

0.3%

Faster asset growth than 35% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

15%

Faster revenue growth than 64% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,696,900

Up $4,359 (+0.3%) from 2023

Liabilities

Down

$521,511

Down $5,204 (-1.0%) from 2023

Net Assets

Up

$1,175,389

Up $9,563 (+0.8%) from 2023

Revenue

Up

$571,124

Up $74,038 (+15%) from 2023

Expenses

Down

$561,561

Down $1,164 (-0.2%) from 2023

Net Income

Up

$9,563

Up $75,202 (+115%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,520,975Liabilities 2011: $816,847Net Assets 2011: $1,704,1282011Assets 2012: $2,474,048Liabilities 2012: $796,116Net Assets 2012: $1,677,9322012Assets 2013: $2,374,504Liabilities 2013: $773,296Net Assets 2013: $1,601,2082013Assets 2014: $2,309,900Liabilities 2014: $738,991Net Assets 2014: $1,570,9092014Assets 2015: $2,236,149Liabilities 2015: $704,719Net Assets 2015: $1,531,4302015Assets 2016: $2,211,380Liabilities 2016: $709,466Net Assets 2016: $1,501,9142016Assets 2017: $2,115,940Liabilities 2017: $664,286Net Assets 2017: $1,451,6542017Assets 2018: $2,043,251Liabilities 2018: $634,634Net Assets 2018: $1,408,6172018Assets 2019: $1,979,315Liabilities 2019: $610,801Net Assets 2019: $1,368,5142019Assets 2020: $1,931,475Liabilities 2020: $585,135Net Assets 2020: $1,346,3402020Assets 2021: $1,824,451Liabilities 2021: $558,416Net Assets 2021: $1,266,0352021Assets 2022: $1,761,195Liabilities 2022: $529,730Net Assets 2022: $1,231,4652022Assets 2023: $1,692,541Liabilities 2023: $526,715Net Assets 2023: $1,165,8262023Assets 2024: $1,696,900Liabilities 2024: $521,511Net Assets 2024: $1,175,3892024

Highlighted filing

2024

Assets$1,696,900
Liabilities$521,511
Net Assets$1,175,389

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $463,4102011Revenue 2012: $393,603Expenses 2012: $419,799Net Income 2012: -$26,1962012Revenue 2013: $380,067Expenses 2013: $456,791Net Income 2013: -$76,7242013Revenue 2014: $420,824Expenses 2014: $451,123Net Income 2014: -$30,2992014Revenue 2015: $423,954Expenses 2015: $463,433Net Income 2015: -$39,4792015Revenue 2016: $389,217Expenses 2016: $418,733Net Income 2016: -$29,5162016Revenue 2017: $395,006Expenses 2017: $445,267Net Income 2017: -$50,2612017Revenue 2018: $410,053Expenses 2018: $453,090Net Income 2018: -$43,0372018Revenue 2019: $395,122Expenses 2019: $435,224Net Income 2019: -$40,1022019Revenue 2020: $403,083Expenses 2020: $425,261Net Income 2020: -$22,1782020Revenue 2021: $394,053Expenses 2021: $474,358Net Income 2021: -$80,3052021Revenue 2022: $440,086Expenses 2022: $474,656Net Income 2022: -$34,5702022Revenue 2023: $497,086Expenses 2023: $562,725Net Income 2023: -$65,6392023Revenue 2024: $571,124Expenses 2024: $561,561Net Income 2024: $9,5632024

Highlighted filing

2024

Revenue$571,124
Expenses$561,561
Net Income$9,563

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.70$0.52$1.18$0.57$0.56$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.53$1.17$0.50$0.56$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.53$1.23$0.44$0.47$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.56$1.27$0.39$0.47$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.59$1.35$0.40$0.43$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.98$0.61$1.37$0.40$0.44$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.04$0.63$1.41$0.41$0.45$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.12$0.66$1.45$0.40$0.45$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.21$0.71$1.50$0.39$0.42$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.70$1.53$0.42$0.46$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.74$1.57$0.42$0.45$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.37$0.77$1.60$0.38$0.46$0.08
2012Summary only. Only limited summary data is available for this year.$2.47$0.80$1.68$0.39$0.42$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$0.82$1.70$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 27, 2025
Return Version
2024v5.0
Gross Receipts
$571,124
Mission and Program Overview

Mission

The organization's purpose is to provide low cost housing and assisted living units to qualifying individuals. There are currrently 16 assisted living low cost housing units available for those individuals who need help with everyday tasks. The remaining 44 units are low cost.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,379,916$1,315,088▼ $64,828
Cash and Non-Interest-Bearing Accounts$43,981$92,552▲ $48,571
Prepaid Expenses and Deferred Charges$17,141$22,611▲ $5,470
Accounts Receivable$11,657$15,623▲ $3,966
Total Assets$1,692,541$1,696,900▲ $4,359
Other Assets Total$239,846$251,026▲ $11,180
Liabilities
Mortgage Notes Payable Secured by Investment Property$449,149$427,209▼ $21,940
Accounts Payable and Accrued Expenses$53,011$69,451▲ $16,440
Other Liabilities$24,555$24,851▲ $296
Total Liabilities$526,715$521,511▼ $5,204
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,165,826$1,175,389▲ $9,563
Total Net Assets Fund Balance$1,165,826$1,175,389▲ $9,563
Total Liabilities and Net Assets / Fund Balance$1,692,541$1,696,900▲ $4,359

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,212,783$1,946,568$3,159,351
Land$101,098-$101,098
Equipment$1,207$96,879$98,086
Other Assets Org$567--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jane ReganPresident
Cathy JurgensDirector
Nona SawyerDirector
Bryan RobertsonSecretary
Denise BeyerTreasurer
Rick LarsonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$29,290
Program Service Revenue
$533,137
Investment Income
$3,826
Other Revenue
$4,871
Change in Net Assets
$9,563

Audited Revenue Reconciliation

Revenue per Audited Statements
$571,124
Total Revenue per Audited Statements
$571,124
Total Revenue per Form 990
$571,124
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$561,561
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$227,201$5,286-$232,487
Fees for Services Other$42,049$31,863-$73,912
Depreciation Depletion$64,828--$64,828
Insurance$51,801--$51,801
Fees for Services Management-$44,172-$44,172
Office Expenses$37,886$714-$38,600
Interest$24,428--$24,428
Fees for Services Accounting-$14,797-$14,797
Other Expenses$11,995--$11,995
Advertising-$4,541-$4,541
Total Functional Expenses$460,188$101,373$0$561,561

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$561,561
Total Expenses per Audited Statements$561,561
Total Expenses per Form 990$561,561
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-DirectorInsuranceNo$65,177
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits Held in Trust$23,836
Prepaid Rents$1,008
Accrued Interest$7
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Allamakee housing, inc. Has delegated management to horizon management.

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 18

All of the organizing documents would be available upon request.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Allamakee Housing Inc
EIN
42-1101630
Phone
5635680043
Address
607 2ND ST SW, WAUKON, IA 52172

Signing Officer

Name
Jane Regan
Title
President
Phone
5635680043
Signed
2025-05-27

Organization Details

Principal Officer
Jane Regan
Formed
1978
Legal Domicile
Ia
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Hacker Nelson & Co Pc
Address
PO BOX 507, DECORAH, IA 52101
Preparer
Christi L Meyer
Phone
5633823637
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The organization's purpose is to provide low cost housing and assisted living units to qualifying individuals. There are currrently 16 assisted living low cost housing units available for those individuals who need help with everyday tasks. The remaining 44 units are low cost.

Form 990, Part IX, Line 11G

Support staff 42,049 31,863 0

Raw XML Appendix348 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYTotalRevenueAmt0497086
IRS990/ReconcilationRevenueExpnssAmt09563
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0533137
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01212783
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01946568
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03159351
IRS990ScheduleD/EquipmentGrp/BookValueAmt01207
IRS990ScheduleD/EquipmentGrp/DepreciationAmt096879
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt098086
IRS990ScheduleD/ExpensesSubtotalAmt0561561
IRS990ScheduleD/LandGrp/BookValueAmt0101098
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0101098
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0224890
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt125569
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2567
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESTRICTED DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2PROPERTY INS ESCROW
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt023836
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11008
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt27
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID RENTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED INTEREST
IRS990ScheduleD/RevenueSubtotalAmt0571124
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01315088
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0251026
IRS990ScheduleD/TotalExpensesPerForm990Amt0561561
IRS990ScheduleD/TotalLiabilityAmt024851
IRS990ScheduleD/TotalRevenuePerForm990Amt0571124
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0561561
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0JANE REGAN-UPPER IOWA INSURANCE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt065177
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INSURANCE
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S PURPOSE IS TO PROVIDE LOW COST HOUSING AND ASSISTED LIVING UNITS TO QUALIFYING INDIVIDUALS. THERE ARE CURRRENTLY 16 ASSISTED LIVING LOW COST HOUSING UNITS AVAILABLE FOR THOSE INDIVIDUALS WHO NEED HELP WITH EVERYDAY TASKS. THE REMAINING 44 UNITS ARE LOW COST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALLAMAKEE HOUSING, INC. HAS DELEGATED MANAGEMENT TO HORIZON MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OF THE ORGANIZING DOCUMENTS WOULD BE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPORT STAFF 42,049 31,863 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01692541
IRS990/TotalAssetsEOYAmt01696900
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IRS990/TotalAssetsGrp/EOYAmt01696900
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IRS990/TotalContributionsAmt029290
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0101373
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0460188
IRS990/TotalFunctionalExpensesGrp/TotalAmt0561561
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0526715
IRS990/TotalLiabilitiesEOYAmt0521511
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IRS990/TotalLiabilitiesGrp/EOYAmt0521511
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01165826
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01175389
IRS990/TotalProgramServiceExpensesAmt0460188
IRS990/TotalProgramServiceRevenueAmt0533137
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0541834
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0571124
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01692541
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01696900
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0607 2ND ST SW
IRS990/USAddress/CityNm0WAUKON
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052172
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE REGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05635680043
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLAMAKEE HOUSING INC
ReturnHeader/Filer/BusinessNameControlTxt0ALLA
ReturnHeader/Filer/EIN0421101630
ReturnHeader/Filer/PhoneNum05635680043
ReturnHeader/Filer/USAddress/AddressLine1Txt0607 2ND ST SW
ReturnHeader/Filer/USAddress/CityNm0WAUKON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052172
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421040336
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HACKER NELSON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 507
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DECORAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052101
ReturnHeader/PreparerPersonGrp/PhoneNum05633823637
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTI L MEYER
ReturnHeader/ReturnTs02025-06-18T15:46:37-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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