AHEAD INC

EIN: 421446447 501(c)(3) Housing & Shelter

OTTUMWA, IA

Total Revenue
$395,604
Total Expenses
$92,521
Total Assets
$3,819,414
Net Assets
$3,792,459
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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
IA
Principal Officer
CHRIS BOWERS
Phone
6416846551
Tax Period
2024-07-01 to 2025-06-30

AHEAD INC, founded in 1995, is a small nonprofit in the Housing & Shelter sector that reported $396K in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $303K, a strong 77% operating margin.

Mission

TO HELP FIRST TIME HOMEBUYERS THROUGH LOW INTEREST LOANS. THE LOANS CAN BE UP TO $10,000, PAYABLE OVER A MAXIMUM OF 10 YEARS, AT A 3% INTEREST RATE, WITH AN EQUAL MONTHLY PAYMENT AMOUNT FROM THE BORROWER. IN ADDITION, FROM THE REGIONAL HOUSING TRUST FUND MONIES RECEIVED, OUR MISSION IS TO PROVIDE HOUSING REHABILITATION ASSISTANCE TO QUALIFIED HOMEOWNERS, AND TO PROVIDE TENANT RENTAL AND UTILITY ASSISTANCE TO QUALIFIED INDIVIDUALS. IN ADDITION, A REVOLVING LOAN FUND HAS BEEN ESTABLISHED IN RELATION TO THIS PROGRAM FOR OWNER AND RENTAL REHABILITATION LOANS. WE HAVE ALSO ESTABLISHED A HOME BUYER PROGRAM. TO QUALIFY FOR THIS PROGRAM, THE HOUSEHOLD'S INCOME HAS TO BE $100,000 OR LESS AT THE TIME OF THE LOAN, MUST BE IN THE 6-COUNTY AREA AND INSIDE CITY LIMITS. FURTHERMORE, THE LOANS CAN BE UP TO $10,000, PAYABLE OVER A MAXIMUM OF 10 YEARS, AT A 3% INTEREST RATE, WITH AN EQUAL MONTHLY PAYMENT AMOUNT FROM THE BORROWER.

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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 $357,116
Program Service Revenue $35,615
Investment Income $0
Other Revenue $2,873
TOTAL REVENUE $395,604

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,500
Other Expenses $92,521
TOTAL EXPENSES $92,521

Year-over-Year Comparison

2024 2023 Change
Revenue $395,604 $587,107 -0.3%
Expenses $92,521 $107,073 -0.1%
Net Income $303,083 $480,034 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
4
Independent Members
4
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
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAN STRODA CHARMAN 1.00
Officer Director
$0 $0 $0
DAN TOMETICH VICE-CHAIRMAN 1.00
Officer Director
$0 $0 $0
CHRIS BOWERS SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
JOHN HELGERSON DIRECTOR 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 $395,604 $92,521 $3,819,414 $303,083
2024 $587,107 $107,073 $3,510,755 $480,034
2023 $526,470 $183,584 $3,020,860 $342,886
2022 $466,531 $67,972 $2,677,605 $398,559
2021 $384,583 $71,201 $2,277,509 $313,382
2020 $268,871 $94,347 $1,963,443 $174,524
2019 $285,915 $61,769 $1,780,253 $224,146
2018 $216,634 $42,609 $1,555,845 $174,025
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