Civic Intelligence

Waterloo Housing Trust Fund

990 • Fiscal year 2018 • EIN 46-1021281

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 10, 2019

Organization ProfileN/A
229 E Park AveWaterloo, IA 50703

(319) 235-0311

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

0.52x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

39th percentile

-0.3%

Higher net margin than 39% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

10th percentile

-43%

Faster asset growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-46%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$70,109

Down $53,839 (-43%) from 2017

Net Assets

Down

$0

Down $123,948 (-100%) from 2017

Liabilities

Up

$70,109

Up $70,109 from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin39th percentile

Revenue

Down

$134,279

Down $116,181 (-46%) from 2017

Expenses

Down

$134,734

Down $83,142 (-38%) from 2017

Net Income

Down

-$455

Down $33,039 (-101%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2014: $81,097Liabilities 2014: $54,0632014Assets 2015: $81,705Liabilities 2015: $02015Assets 2016: $91,364Liabilities 2016: $02016Assets 2017: $123,948Liabilities 2017: $0Net Assets 2017: $123,9482017Assets 2018: $70,109Liabilities 2018: $70,109Net Assets 2018: $02018Assets 2019: $46,744Liabilities 2019: $46,744Net Assets 2019: $02019Assets 2020: $63,323Liabilities 2020: $63,323Net Assets 2020: $02020Assets 2021: $75,553Liabilities 2021: $75,553Net Assets 2021: $02021Assets 2022: $47,172Liabilities 2022: $47,172Net Assets 2022: $02022Assets 2023: $97,800Liabilities 2023: $97,800Net Assets 2023: $02023Assets 2024: $102,203Liabilities 2024: $102,203Net Assets 2024: $02024

Highlighted filing

2018

Assets$70,109
Liabilities$70,109
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2014: $81,097Expenses 2014: $54,063Net Income 2014: $27,0342014Revenue 2015: $131,905Expenses 2015: $99,733Net Income 2015: $32,1722015Revenue 2016: $165,505Expenses 2016: $154,846Net Income 2016: $10,6592016Revenue 2017: $250,460Expenses 2017: $217,876Net Income 2017: $32,5842017Revenue 2018: $134,279Expenses 2018: $134,734Net Income 2018: -$4552018Revenue 2019: $215,029Expenses 2019: $221,141Net Income 2019: -$6,1122019Revenue 2020: $112,102Expenses 2020: $112,767Net Income 2020: -$6652020Revenue 2021: $195,062Expenses 2021: $195,515Net Income 2021: -$4532021Revenue 2022: $189,154Expenses 2022: $190,217Net Income 2022: -$1,0632022Revenue 2023: $273,425Expenses 2023: $273,592Net Income 2023: -$1672023Revenue 2024: $283,390Expenses 2024: $283,628Net Income 2024: -$2382024

Highlighted filing

2018

Revenue$134,279
Expenses$134,734
Net Income-$455
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 10, 2019
Return Version
2018v3.1
Gross Receipts
$134,279
Mission and Program Overview

Mission

To provide decent and affordable housing

The waterloo housing trust fund's primary exempt purpose is to provide decent affordable housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$70,564$70,109▼ $455
Total Assets$70,564$70,109▼ $455
Liabilities
Deferred Revenue-$70,109-
Total Liabilities$0$70,109▲ $70,109
Net Assets / Fund Balance
Unrestricted Net Assets$70,564--
Total Net Assets Fund Balance$70,564$0▼ $70,564
Total Liabilities and Net Assets / Fund Balance$70,564$70,109▼ $455
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
John PadgetPresident
Andrew FinneganBoard Member
Clarissa NicholsonBoard Member
Greg ZarsBoard Member
Jeff RyantBoard Member
Judy GilstrapBoard Member
Mariliegh FisherBoard Member
Rev Chuck LaneBoard Member
Rudy D JonesBoard Member
Scott NorrisBoard Member
Seth KoenenBoard Member
Teri L JorgensenBoard Member
Maggie HeretakisSec/treasure
Eric DonatVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$134,279
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$22,269
Change in Net Assets
$-455
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$113,803
Other Expenses$20,931
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$113,803--$113,803
Fees for Services Management-$14,657-$14,657
Fees for Services Other-$4,783-$4,783
Fees for Services Accounting-$500-$500
Insurance-$416-$416
Fees for Services Lobbying-$358-$358
Office Expenses-$186-$186
Advertising-$31-$31
Total Functional Expenses$113,803$20,931$0$134,734
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nei3a Life Long Links---$34,493
City of Waterloo---$28,398
Operation Threshold---$15,799
Epi Tbra---$9,288
Operation ThresholdWaterloo, IA--$7,191
Salvation Army---$6,000
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
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No

Governance Explanations

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

“Return is reviewed by principal officer and board prior to signing and filing.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Waterloo Housing Trust Fund
EIN
46-1021281
Phone
3192350311
Address
229 E PARK AVE, WATERLOO, IA 50703

Signing Officer

Name
John Padget
Title
President
Phone
3192350311
Signed
2019-10-10

Organization Details

Principal Officer
John Padget
Formed
2013
Legal Domicile
Ia
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Firm
Cedar Valley Tax and Accounting LLC
Address
411 VIKING ROAD SUITE A, CEDAR FALLS, IA 50613
Preparer
Dawna Scheff
Phone
3192666406
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To provide funds for the construction of a new home for some people who are at or below 80% of waterloo's median income.”

Form 990, Part XI, Line 9

“Moved to deferred rev (liability) -70,109”

Raw XML Appendix364 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/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE FUNDS FOR THE CONSTRUCTION OF A NEW HOME FOR SOME PEOPLE WHO ARE AT OR BELOW 80% OF WATERLOO'S MEDIAN INCOME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RETURN IS REVIEWED BY PRINCIPAL OFFICER AND BOARD PRIOR TO SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MOVED TO DEFERRED REV (LIABILITY) -70,109
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt070564
IRS990/TotalAssetsEOYAmt070109
IRS990/TotalAssetsGrp/BOYAmt070564
IRS990/TotalAssetsGrp/EOYAmt070109
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0134279
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020931
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0113803
IRS990/TotalFunctionalExpensesGrp/TotalAmt0134734
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt070109
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt070109
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt070564
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalProgramServiceExpensesAmt0113803
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0134279
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt070564
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt070109
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt070564
IRS990/USAddress/AddressLine1Txt01409 FRANKLIN STREET
IRS990/USAddress/CityNm0CEDAR FALLS
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050613
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN PADGET
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03192350311
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WATERLOO HOUSING TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0461021281
ReturnHeader/Filer/PhoneNum03192350311
ReturnHeader/Filer/USAddress/AddressLine1Txt0229 E PARK AVE
ReturnHeader/Filer/USAddress/CityNm0WATERLOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050703
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04AE4A99D81CFA7F70DA1C9BEF99D30CDFDC068D4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05E55F444A957B0EB8D42C89CFC65B0980168B892
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.149.4.224
ReturnHeader/FilingSecurityInformation/IPDt02019-10-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:16:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471092738
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CEDAR VALLEY TAX AND ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0411 VIKING ROAD SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050613
ReturnHeader/PreparerPersonGrp/PhoneNum03192666406
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWNA SCHEFF
ReturnHeader/ReturnTs02019-10-22T14:16:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,109
Liabilities
$70,109
Net assets
$0
Revenue
$134,279
Expenses
$134,734
Net income
-$455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.00$2.83$2.84$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.00$2.73$2.74$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.00$1.89$1.90$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.00$1.95$1.96$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.00$1.12$1.13$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.00$2.15$2.21$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.00$1.34$1.35$0.00
2017Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$2.50$2.18$0.33
2016Summary only. Only limited summary data is available for this year.$0.91$0.00$1.66$1.55$0.11
2015Summary only. Only limited summary data is available for this year.$0.82$0.00$1.32$1.00$0.32
2014Summary only. Only limited summary data is available for this year.$0.81$0.54$0.81$0.54$0.27