Civic Intelligence

Waterloo Housing Trust Fund

990 • Fiscal year 2019 • EIN 46-1021281

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 17, 2020

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

0.22x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

34th percentile

-2.8%

Higher net margin than 34% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

14th percentile

-33%

Faster asset growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

60%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$46,744

Down $23,365 (-33%) from 2018

Net Assets

Flat

$0

Flat from 2018

Liabilities

Down

$46,744

Down $23,365 (-33%) from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin34th percentile

Revenue

Up

$215,029

Up $80,750 (+60%) from 2018

Expenses

Up

$221,141

Up $86,407 (+64%) from 2018

Net Income

Down

-$6,112

Down $5,657 (-1243%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2019

Assets$46,744
Liabilities$46,744
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth88th 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

2019

Revenue$215,029
Expenses$221,141
Net Income-$6,112
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 17, 2020
Return Version
2019v5.0
Gross Receipts
$215,029
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$70,109$46,744▼ $23,365
Total Assets$70,109$46,744▼ $23,365
Liabilities
Deferred Revenue$70,109$46,744▼ $23,365
Total Liabilities$70,109$46,744▼ $23,365
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$70,109$46,744▼ $23,365
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Eric DonatPresident
Andrew FinneganBoard Member
Clarissa NicholsonBoard Member
Greg ZarsBoard Member
Jeff RyantBoard Member
John PadgetBoard Member
Mariliegh FisherBoard Member
Rev Chuck LaneBoard Member
Rudy D JonesBoard Member
Scott NorrisBoard Member
Seth KoenenBoard Member
Vacant PositionBoard Member
VacantSec/treasure
Teri JorgensenVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$215,029
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$39,574
Change in Net Assets
$-6,112
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$203,024
Other Expenses$18,117
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$203,024--$203,024
Fees for Services Management-$12,278-$12,278
Fees for Services Other-$4,288-$4,288
Fees for Services Accounting-$525-$525
Insurance-$416-$416
Fees for Services Lobbying-$348-$348
Office Expenses-$188-$188
Advertising-$32-$32
Conferences and Meetings-$28-$28
Travel-$14-$14
Total Functional Expenses$203,024$18,117$0$221,141
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nei3a Life Long Links---$74,247
Operation ThresholdWaterloo, IA--$38,092
City of Waterloo---$27,391
Iowa Heartland Habitat for Humanity---$17,250
Operation Threshold---$15,200
Epi Tbra---$13,582
Cv Friends of the Family---$7,572
Salvation Army---$6,500
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 35% controlled entity
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
Eric Donat
Title
President
Phone
3192350311
Signed
2020-08-17

Organization Details

Principal Officer
Eric Donat
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 CPA
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.”

Raw XML Appendix371 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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6IOWA HEARTLAND HABITAT FOR HUMANITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7NEI3A LIFE LONG LINKS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0715 MULBERRY ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WATERLOO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd050703
IRS990/ScheduleJRequiredInd0false
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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt070109
IRS990/TotalAssetsEOYAmt046744
IRS990/TotalAssetsGrp/BOYAmt070109
IRS990/TotalAssetsGrp/EOYAmt046744
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0215029
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018117
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0203024
IRS990/TotalFunctionalExpensesGrp/TotalAmt0221141
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt070109
IRS990/TotalLiabilitiesEOYAmt046744
IRS990/TotalLiabilitiesGrp/BOYAmt070109
IRS990/TotalLiabilitiesGrp/EOYAmt046744
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalProgramServiceExpensesAmt0203024
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0215029
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt070109
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt046744
IRS990/TravelGrp/ManagementAndGeneralAmt014
IRS990/TravelGrp/TotalAmt014
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0610 EAST 4TH STREET APT 67
IRS990/USAddress/CityNm0WATERLOO
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050703
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC DONAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03192350311
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-17
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/AtSubmissionCreationDeviceId05E55F444A957B0EB8D42C89CFC65B0980168B892
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05E55F444A957B0EB8D42C89CFC65B0980168B892
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.149.4.224
ReturnHeader/FilingSecurityInformation/IPDt02020-11-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:55:50
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/PreparationDt02020-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWNA SCHEFF CPA
ReturnHeader/ReturnTs02020-11-04T08:55:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,744
Liabilities
$46,744
Net assets
$0
Revenue
$215,029
Expenses
$221,141
Net income
-$6,112
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