Civic Intelligence

Waterloo Housing Trust Fund

990 • Fiscal year 2022 • EIN 46-1021281

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 25, 2023

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

88th percentile

0.25x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

39th percentile

-0.6%

Higher net margin than 39% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

13th percentile

-38%

Faster asset growth than 13% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

37th percentile

-3.0%

Faster revenue growth than 37% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$47,172

Down $28,381 (-38%) from 2021

Net Assets

Flat

$0

Flat from 2021

Liabilities

Down

$47,172

Down $28,381 (-38%) from 2021

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin39th percentile

Revenue

Down

$189,154

Down $5,908 (-3.0%) from 2021

Expenses

Down

$190,217

Down $5,298 (-2.7%) from 2021

Net Income

Down

-$1,063

Down $610 (-135%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2022

Assets$47,172
Liabilities$47,172
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth37th 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

2022

Revenue$189,154
Expenses$190,217
Net Income-$1,063
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 25, 2023
Return Version
2022v5.0
Gross Receipts
$189,154
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$75,553$47,172▼ $28,381
Total Assets$75,553$47,172▼ $28,381
Liabilities
Deferred Revenue$75,553$47,172▼ $28,381
Total Liabilities$75,553$47,172▼ $28,381
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$75,553$47,172▼ $28,381
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Eric DonatPresident
Clarissa NicholsonBoard Member
Dylan DoesBoard Member
Greg ZarsBoard Member
Jeff RyantBoard Member
Mariliegh FisherBoard Member
Rev Chuck LaneBoard Member
Rudy D JonesBoard Member
Seth KoenenBoard Member
Teri JorgensenVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$189,154
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,063

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table2$31,890
Total Noncash Contributions2$31,890
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$168,322
Other Expenses$21,895
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$168,322--$168,322
Fees for Services Management-$15,161-$15,161
Fees for Services Other-$5,020-$5,020
Fees for Services Accounting-$620-$620
Fees for Services Lobbying-$450-$450
Insurance-$416-$416
Office Expenses-$191-$191
Advertising-$37-$37
Total Functional Expenses$168,322$21,895$0$190,217
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nei3a Life Long Links---$37,960
Operation Threshold---$25,967
Iowa Heartland Habitat for Humanity---$23,723
City of Waterloo---$22,554
Salvation Army---$15,826
Cv Friends of the FamilyWaterloo, IA--$6,400
Epi Tbra---$5,072
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
2023-07-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Donat
Formed
2013
Legal Domicile
Ia
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Touchstone Tax & Accounting
Address
411 VIKING RD STE 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 Appendix374 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.

Path#Value
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IRS990/BooksInCareOfDetail/PersonNm0INRCOG
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0229 E PARK AVE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
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IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt0189154
IRS990/GrantAmt032975
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0168322
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THERE WERE NO LOBBYING EXPENSES INCURRED IN 2021 FOR WATERLOO HOUSING TRUST FUND.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART II-A
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt2903
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt35713
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IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0IN KIND SERVICE
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1IN KIND SERVICE
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc2IN KIND SERVICE
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc3IN KIND SERVICE
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc4IN KIND SERVICE
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc5IN KIND SERVICE
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc6IN KIND SERVICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CV FRIENDS OF THE FAMILY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SALVATION ARMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2EPI TBRA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CITY OF WATERLOO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4OPERATION THRESHOLD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5IOWA HEARTLAND HABITAT FOR HUMANITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6NEI3A LIFE LONG LINKS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0715 MULBERRY ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WATERLOO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd050703
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc3FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc4FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc5FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc6FMV
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt02
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt031890
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
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/TotalAssetsBOYAmt075553
IRS990/TotalAssetsEOYAmt047172
IRS990/TotalAssetsGrp/BOYAmt075553
IRS990/TotalAssetsGrp/EOYAmt047172
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0189154
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021895
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0168322
IRS990/TotalFunctionalExpensesGrp/TotalAmt0190217
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt075553
IRS990/TotalLiabilitiesEOYAmt047172
IRS990/TotalLiabilitiesGrp/BOYAmt075553
IRS990/TotalLiabilitiesGrp/EOYAmt047172
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalProgramServiceExpensesAmt0168322
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0189154
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt075553
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt047172
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/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC DONAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03192350311
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-25
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0883666295
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOUCHSTONE TAX & ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0411 VIKING RD STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050613
ReturnHeader/PreparerPersonGrp/PhoneNum03192666406
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWNA SCHEFF CPA
ReturnHeader/ReturnTs02023-08-18T14:12:07-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERIC
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DONAT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,172
Liabilities
$47,172
Net assets
$0
Revenue
$189,154
Expenses
$190,217
Net income
-$1,063
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