REGIONAL ECONOMIC DEVELOPMENT INVESTMENTS INC

EIN: 421359539 501(c)(3) Community Improvement

OTTUMWA, IA

Total Revenue
$55,315
Total Expenses
$74,058
Total Assets
$2,359,640
Net Assets
$2,350,055
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
IA
Principal Officer
MIKE HADLEY
Phone
6416846551
Tax Period
2024-07-01 to 2025-06-30

REGIONAL ECONOMIC DEVELOPMENT INVESTMENTS INC, founded in 1990, is a micro nonprofit in the Community Improvement sector that reported $55K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $74K exceeded revenue, resulting in a 34% operating deficit.

Mission

ADMINISTRATION OF A REVOLVING LOAN FUND. OUR MISSION IS TO PROVIDE LOANS TO BUSINESSES IN THE AREA BY ISSUING GAP FINANCING IN ORDER TO LEVERAGE LOANS FROM BANKS AND GRANTS FROM THE STATE. OUR OBJECTIVE IS TO USE THESE LOANS TO INCREASE THE EMPLOYMENT BASE IN THE AREA. IN ADDITION, WE ALSO PROVIDED FORGIVABLE LOANS TO BUSINESSES IN WAPELLO COUNTY, THESE FORGIVABLE LOANS ARE MADE IN ORDER TO INCREASE BUSINESS AND EMPLOYMENT IN THE AREA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $40,975
Investment Income $14,340
Other Revenue $0
TOTAL REVENUE $55,315

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $74,058
Other Expenses $74,058
TOTAL EXPENSES $74,058

Year-over-Year Comparison

2024 2023 Change
Revenue $55,315 $66,597 -0.2%
Expenses $74,058 $23,160 +2.2%
Net Income $-18,743 $43,437 -1.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DALE HOUSE VICE-CHAIRMAN 1.00
Officer Director
$0 $0 $0
MATT GREINER MEMBER 1.00
Director
$0 $0 $0
MARK GROENENDYK MEMBER 1.00
Director
$0 $0 $0
MIKE HADLEY CHAIRMAN 1.00
Officer Director
$0 $0 $0
JOHN HELGERSON MEMBER 1.00
Director
$0 $0 $0
JIM MORLAN MEMBER 1.00
Director
$0 $0 $0
LEE DIMMITT MEMBER 1.00
Director
$0 $0 $0
EMILY STARNES MEMBER 1.00
Director
$0 $0 $0
BRYAN ZIEGLER TREASURER 1.00
Officer Director
$0 $0 $0
DAVE HENDERSON MEMBER 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $55,315 $74,058 $2,359,640 $-18,743
2024 $66,597 $23,160 $2,373,890 $43,437
2023 $51,147 $16,768 $2,325,361 $34,379
2022 $387,034 $195,730 $2,310,170 $191,304
2021 $830,317 $100,207 $2,112,931 $730,110
2020 $38,237 $57,416 $1,369,568 $-19,179
2019 $83,927 $221,562 $1,390,044 $-137,635
2018 $664,921 $741,586 $1,527,483 $-76,665
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