Southwest Iowa Housing Trust Fund

ATLANTIC, IA EIN: 02-0749992

PROVIDE SAFE, AFFORDABLE HOUSING AND EXPAND HOUSING OPPORTUNITIES IN THE SEVEN COUNTY REGION

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$307K

+8.0% YoY

Annual Giving

$65K

+170.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$22K

+170.0% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$182K$364K$546K$729K20202021202220232024
Metric202420232022
Total Assets$307,297$284,524$249,762
Revenue$662,301$356,907$246,759
Expenses$639,528$322,145$206,096
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$16K$32K$49K$65K3 grants20205 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

CITY OF RED OAK$53KCITY OF EMERSON$6KCITY OF WIOTA$6K

Grant Size Distribution

17 grants across all recorded years

16<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Southwest Iowa Housing Trust Fund fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Renee RiedelChair1
Debbie WaterburyVice Chair1
Sherri ClarkSecretary/Treasurer1
Mike WellsMember1
Trent SvendsenMember1
Kelly MahlbergMember1
Stephanie BowdenMember1
Grace GarrettMember1
John McCurdyProgram Administrator1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

AnitaAtlanticEmersonEssexGriswoldLoganMalvernMissouri ValleyRed OakVilliscaWiota

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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