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Calu INC FY2021 filing

Tax-deductible

Mechanicsville, IA501(c)(3) EIN 42-1201688Revenue $340K in FY2021Latest return filed Oct 30, 2025

On file with the IRSMechanicsville, IATax-exempt since Jan 1984Publicly supported charity — 170(b)(1)(A)(vi)

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Operation of low income housing

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $66K a year · 19% of revenue · last 5 filings
A surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
81%
of spending
81% of spending went to programs.
Pt IX · Ln 25 · col B
Cash reserves
14.0 mo
of spending, in cash
14.0 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $15K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$544K
68% of total assets
Liabilities are 68% of assets.
Pt X · Ln 26
Independent board members
7
of 7 voting members
7 of 7 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$340K
Spent
$229K
To programs
81%
Net assets
$259K
By yearFY2021–FY2025
Revenue
$340K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$340K
FY2022$352K
FY2023$344K
FY2024$346K
FY2025$345K
Expenses
$229K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$229K
FY2022$273K
FY2023$311K
FY2024$293K
FY2025$293K
Net assets
$259K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$259K
FY2022$338K
FY2023$372K
FY2024$425K
FY2025$477K

From the FY2021 Form 990 (year ending June 2021) · see the original

990 PDF Support Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1984.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $185K Management & general 19% · $43K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Dennis Hammel
President
$0Pt VII · Sec A
Dale Sue Glass
Secretary/Tr
$0Pt VII · Sec A
Norma Bogner
Director
$0Pt VII · Sec A
Dwight Diers
Director
$0Pt VII · Sec A
Melvin Diehl
Director
$0Pt VII · Sec A
Marilyn Kane
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Calu INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides affordable housing for low-income individuals and families.

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1 program · $185K · in their own filed words · FY2020
01

Operation of a 41 unit senior citizen and low income rental housing complex. The organization maintained a 89% occupancy rating for the year ended june 30, 2021.

$185Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2020
Greater Jefferson County FoundationFY2020$15K
Total grants receivedfrom 1 funder$15K

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2020 · $770K federal money spent
Section 202 Direct LoanDepartment of Housing and Urban Development · ALN 14.157 · Direct$569K
Section 8 Housing Assistance Payments ProgramDepartment of Housing and Urban Development · ALN 14.195 · Direct$201K

The auditor reported 1 finding: questioned costs.

Year ending Jun 2019 · $834K federal money spent
Section 202 Direct LoanDepartment of Housing and Urban Development · ALN 14.157 · Direct$632K
Section 8 Housing Assistance Payments ProgramDepartment of Housing and Urban Development · ALN 14.195 · Direct$202K

The auditor reported 1 finding: questioned costs.

Year ending Jun 2018 · $889K federal money spent
Supportive Housing for the ElderlyDepartment of Housing and Urban Development · ALN 14.157 · Direct$690K
Section 8 Housing Assistance Payments ProgramDepartment of Housing and Urban Development · ALN 14.195 · Direct$199K

The auditor reported 1 finding.

Year ending Jun 2017 · $939K federal money spent
Supportive Housing for the ElderlyDepartment of Housing and Urban Development · ALN 14.157 · Direct$743K
Section 8 Housing Choice VouchersDepartment of Housing and Urban Development · ALN 14.871 · Direct$196K

The auditor reported 2 findings: a weakness in money controls.

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$340K
Ln 12
Fees for servicesLn 2g$313K
Gifts and grantsLn 1h$28K
Investment incomeLn 3$280
Money outPt IX
$229K
Ln 25
Programscol B$185K
Managementcol C$43K
Owns and owesPt X
$259K
net assets · Ln 32
Cash and savingsLn 1–2$266K
Total assetsLn 16$803K
LiabilitiesLn 26$544K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$28K
Fees for servicesLn 2g$313K
Investment incomeLn 3$280
Total revenueLn 12$340K
Assets in detailPt X, end of year
CashLn 1$2K
SavingsLn 2$264K
Cash and savings togetherLn 1–2$266K
Land, buildings, equipmentLn 10c$537K
Total assetsLn 16$803K
LiabilitiesLn 26$544K
Net assetsLn 32$259K
OperationsPt I, VI
EmployeesI 50
VolunteersI 67
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$233K$266K
Land, buildings, equipmentLn 10c$513K$537K
Total assetsLn 16$762K$803K
LiabilitiesLn 26$615K$544K
Net assetsLn 32$147K$259K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$17K$8K$9K
Payroll taxesLn 10$1K$678$793
Management feesLn 11a$19K$19K
Accounting feesLn 11c$12K$12K
Office expensesLn 13$2K$2K
OccupancyLn 16$83K$83K
InterestLn 20$43K$43K
Depreciation, depletion and amortizationLn 22$34K$34K
InsuranceLn 23$17K$17K
Other expenses (24a–d)Ln 24$560$199$361
Total functional expensesLn 25$229K$185K$43K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Oct 30, 2025 $345K$293K$52K$477K 990 PDF
FY2024Filed with the IRS Aug 19, 2024 $346K$293K$53K$425K 990 PDF
FY2023Filed with the IRS Nov 10, 2023 $344K$311K$33K$372K 990 PDF
FY2022Filed with the IRS Sep 16, 2022 $352K$273K$80K$338K 990 PDF
FY2021 ViewingFiled with the IRS Aug 10, 2021 $340K$229K$112K$259K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2021 990
Part I · Summary $340,331 revenue, 12 lines filed
I-8 Contributions and grants$27,534
I-9 Program service revenuePrior year $326,102$312,517
I-10 Investment incomePrior year $954$280
I-11 Other revenue$0
I-12 Total revenuePrior year $327,056$340,331
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $18,263$18,831
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $241,708$209,834
I-18 Total expensesPrior year $259,971$228,665
I-19 Revenue less expensesPrior year $67,085$111,666
Part VI · Governance 7 of 7 board members independent, 2 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $340,331 across 5 lines filed
VIII-1f All other contributions, gifts and grants$27,534
VIII-1h Total contributions, gifts and grants$27,534
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $310,044 · Excluded from tax $2,473$312,517
VIII-3 Investment incomeExcluded from tax $280$280
VIII-12 Total revenueRelated to mission $310,044 · Excluded from tax $2,753$340,331
Part IX · Statement of functional expenses $228,665 across 10 lines filed
IX-7 Other salaries and wagesPrograms $8,000 · Management $9,360$17,360
IX-10 Payroll taxesPrograms $678 · Management $793$1,471
IX-11a Management feesManagement $18,745$18,745
IX-11c Accounting feesManagement $11,969$11,969
IX-13 Office expensesManagement $2,259$2,259
IX-16 OccupancyPrograms $83,058$83,058
IX-20 InterestPrograms $42,501$42,501
IX-22 Depreciation, depletion and amortizationPrograms $34,236$34,236
IX-23 InsurancePrograms $16,506$16,506
IX-24 Other expenses (24a–d)Programs $199 · Management $361$560
IX-25 Total functional expensesPrograms $185,178 · Management $43,487 · Fundraising $0$228,665
Part X · Balance sheet $802,886 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $1,290$2,354
X-2 Savings and temporary cash investmentsStart of year $231,877$263,880
X-10c Land, buildings and equipment, netStart of year $513,388$536,652
X-16 Total assetsStart of year $762,245$802,886
X-17 Accounts payable and accrued expensesStart of year $9,175$26,654
X-23 Secured mortgages and notes payableStart of year $499,825$423,243
X-25 Other liabilitiesStart of year $106,314$94,392
X-26 Total liabilitiesStart of year $615,314$544,289
X-27 Net assets without donor restrictionsStart of year $146,931$258,597
X-32 Total net assets or fund balancesStart of year $146,931$258,597
X-33 Total liabilities and net assetsStart of year $762,245$802,886
Part XI · Reconciliation of net assets $258,597 net assets at year end
XI-1 Total revenue$340,331
XI-2 Total expenses$228,665
XI-3 Revenue less expenses$111,666
XI-4 Net assets at start of year$146,931
XI-10 Net assets at end of year$258,597

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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