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Nonprofit · EIN 42-1362432

THE HOUSING FELLOWSHIP

Tax-exempt · IOWA CITY, IA 52240

Financials

$1.8M$1.8M2023$1.7M$2M2024
Revenue Expenses · by fiscal year end
Financials of THE HOUSING FELLOWSHIP by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,701,864$1,986,735-$284,871$16,227,336$10,108,347$6,118,989
December 31, 2023990$1,792,562$1,842,149-$49,587$15,825,721$9,421,861$6,403,860
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$94,075
of which government grants
$52,695
Program service revenue
$1,588,228
Investment income
$19,561
Net gain from sales of assets
$300
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$411,769
Other salaries and wages
$109,477
Salaries, compensation and benefits (total)
$597,455
Professional fundraising fees
$0
Legal fees
$2,532
Accounting fees
$68,001
Occupancy
$51,293
Travel
$473
Depreciation
$567,053
Program services (functional)
$1,678,241
Management and general (functional)
$308,494

Balance sheet and other

Total assets, start of year
$15,825,721
Total assets, end of year
$16,227,336
Total liabilities, end of year
$10,108,347
Net assets, end of year
$6,118,989
Land, buildings and equipment
$13,350,259
Net assets without donor restrictions
$6,108,105
Net assets with donor restrictions
$10,884
Gross receipts
$1,710,639
Employees
8
Volunteers
12
Year formed
1990
State of legal domicile
IA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
SIMON ANDREWEXECUTIVE DIRECTOR
Officer
40$123,806$18,169
TASHUNDRA MARSHALLCOO
Officer
40$94,950$20,440
ROSS RESETICHCFO (UNTIL 9/24)
Officer
40$95,325$19,583
JERRY BACONCFO (EFF. 9/24)
Officer
40$31,090$8,406
SHANNON MCMAHONPRESIDENT
Trustee or director, Officer
1$0$0
BRONIS PERTEITVICE PRESIDENT
Trustee or director, Officer
1$0$0
TODD STEWARTTREASURER/SECRETARY
Trustee or director, Officer
1$0$0
ROGER BRADLEYDIRECTOR
Trustee or director
1$0$0
ANTHONY BRANCHDIRECTOR
Trustee or director
1$0$0
TANGELA CROSBYDIRECTOR
Trustee or director
1$0$0
JEFFERY FORDDIRECTOR
Trustee or director
1$0$0
KEVIN HANICKDIRECTOR
Trustee or director
1$0$0
MATT HEKTOENDIRECTOR
Trustee or director
1$0$0
BARBARA MCFADDENDIRECTOR
Trustee or director
1$0$0
SHEVONNA NORRISDIRECTOR
Trustee or director
1$0$0
2 more people on this return
NameTitleHours / weekCompensation
MELISSA SCHOOLEYDIRECTOR (UNTIL 08/24)
Trustee or director
1$0
MARK SEABOLDDIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensationOther / benefits
SIMON ANDREWEXECUTIVE DIRECTOR
Officer
40$120,200$21,868
ROSS RESETICHCFO
Officer
40$92,742$17,736
TASHUNDRA MARSHALLCOO
Officer
40$92,185$13,935
TODD STEWARTPRESIDENT
Trustee or director, Officer
1$0$0
BRONIS PERTEITVICE PRESIDENT
Trustee or director, Officer
1$0$0
SHANNON MCMAHONSECRETARY/TREASURER
Trustee or director, Officer
1$0$0
ROGER BRADLEYDIRECTOR
Trustee or director
1$0$0
ANTHONY BRANCHDIRECTOR
Trustee or director
1$0$0
TANGELA CROSBYDIRECTOR
Trustee or director
1$0$0
JEFFERY FORDDIRECTOR
Trustee or director
1$0$0
KEVIN HANICKDIRECTOR
Trustee or director
1$0$0
MATT HEKTOENDIRECTOR
Trustee or director
1$0$0
BARBARA MCFADDENDIRECTOR
Trustee or director
1$0$0
MELISSA SCHOOLEYDIRECTOR
Trustee or director
1$0$0
MARK SEABOLDDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
322 E 2ND ST, IOWA CITY, IA 52240-4501
Principal officer (990 for 2024)
SIMON ANDREW, 322 E 2ND STREET, IOWA CITY, IA 52240
Signed the 990
JERRY BACON, CHIEF FINANCIAL OFFICER
Phone
(319) 358-9212
Return prepared by
RSM US LLP

Mission

TO PROVIDE QUALITY HOMES THAT ARE AFFORDABLE TO PEOPLE WITH LIMITED INCOMES.

990 for the year ended December 31, 2024

Program accomplishments

  • THE FELLOWSHIP OWNED AND MANAGED 211 UNITS OF AFFORDABLE HOUSING IN THE IOWA CITY AREA, HOUSING 560 PERSONS. IT RECEIVED AND PROCESSED 138 APPLICATIONS FOR HOUSING.
    Expenses $1,678,241 · revenue $1,588,228

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
42-1362432
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1992
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$16,227,336
Income (IRS master file)
$1,710,639

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,701,864$1,986,735$16,227,336XML
990December 2023$1,792,562$1,842,149$15,825,721XML
990December 2022$3,703,219$1,683,415$15,845,096IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-1362432).

Questions about THE HOUSING FELLOWSHIP

What is the EIN of THE HOUSING FELLOWSHIP?
The employer identification number (EIN) of THE HOUSING FELLOWSHIP is 42-1362432.
Is THE HOUSING FELLOWSHIP tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to THE HOUSING FELLOWSHIP tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE HOUSING FELLOWSHIP file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THE HOUSING FELLOWSHIP due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE HOUSING FELLOWSHIP last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of THE HOUSING FELLOWSHIP?
The 990 for the year ended December 31, 2024 names SIMON ANDREW.
Who are the officers and directors of THE HOUSING FELLOWSHIP?
The 990 for the year ended December 31, 2024 lists 17 people; 4 received compensation from the organization, the highest $123,806 (SIMON ANDREW, EXECUTIVE DIRECTOR).
How much revenue does THE HOUSING FELLOWSHIP have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,701,864, expenses of $1,986,735 and total assets of $16,227,336 at year end.

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