DISTRICT XI HUMAN RESOURCE COUNCIL INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DISTRICT XI HUMAN RESOURCE COUNCIL INC (EIN 81-0332017)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-18
- IRS object ID
- 202300779349301105
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-18T13:16:22-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810348775 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNKERMIERCLARKCAMPANELLASTEVENS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 W BROADWAY 4TH FLOOR | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810332017 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT XI HUMAN RESOURCE COUNCIL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIST | BusinessNameControlTxt |
| Phone | 4067283710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 S HIGGINS | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH BURKE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4067283710 | PhoneNum |
| Signature | 2023-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RUTH | PersonFirstNm |
| Person Last | BURKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DREW RIEKER CPAABV | PreparerPersonNm |
| PTIN | P01067948 | PTIN |
| Phone | 4065494148 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RUTH BURKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 S HIGGINS | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,223,772 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://HUMANRESOURCECOUNCIL.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | ADVOCATE FOR LOW-INCOME,PUBLIC BENEFIT CORPORATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 82 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,686,146 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,284,327 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $542,730 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $751,797 | CYProgramServiceRevenueAmt |
| PY Investment Income | $519 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,287 | CYInvestmentIncomeAmt |
| PY Other Revenue | $458,453 | PYOtherRevenueAmt |
| CY Other Revenue | $179,361 | CYOtherRevenueAmt |
| PY Total Revenue | $5,687,848 | PYTotalRevenueAmt |
| CY Total Revenue | $6,223,772 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,554,487 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,557,227 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,214,781 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,102,485 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $745,601 | PYOtherExpensesAmt |
| CY Other Expenses | $726,692 | CYOtherExpensesAmt |
| PY Total Expenses | $5,514,869 | PYTotalExpensesAmt |
| CY Total Expenses | $5,386,404 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $172,979 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $837,368 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,097,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,654,888 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,819,615 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,429,030 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,277,572 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,225,858 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WORKING TO IDENTIFY AND EXPAND RESOURCES TO PROVIDE OPPORTUNITIES FOR LOW INCOME HOUSEHOLDS IN HOUSING, HEALTH, EDUCATION, TRAINING, AND EMPLOYMENT FOR MISSOULA, MINERAL, AND RAVALLI COUNTIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,895,146 | ExpenseAmt |
| Grant | $911,699 | GrantAmt |
| Revenue | $2,750 | RevenueAmt |
| Desc | HUMAN SERVICES MULTIPURPOSE: ENERGY CONSERVATION/ENERGY BILL ASSISTANCE: 3,187 PARTICIPANT APPLICATIONS FOR ASSISTANCE WITH HEATING COSTS AND WEATHERIZATION WERE PROCESSED. 3,000 HOUSEHOLDS RECEIVED ASSISTANCE WITH THEIR HEATING BILL COSTS. 726 PARTICIPANTS FACING A LOSS OF RESIDENTIAL BASE LOAD OR HEATING FUEL WERE ASSISTED. 80 PARTICIPANTS WERE PROVIDED WITH CONSERVATION MEASURES, RESULTING IN DECREASED ENERGY CONSUMPTION. 156 PARTICIPANTS WHOSE HOUSEHOLD AND PRIMARY HOME WATER HEATING AND OR SPACE HEATING SYSTEMS NEEDING EMERGENCY SAFETY MODIFICATIONS WERE ASSISTED BY REPLACEMENT OR REPAIR. 325 HOUSEHOLDS RECEIVED ASSISTANCE WITH THEIR WATER BILL COSTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,991,418 | ExpenseAmt |
| Grant | $1,260,324 | GrantAmt |
| Revenue | $297,989 | RevenueAmt |
| Desc | COMMUNITY IMPROVEMENT, CAPACITY BUILDING: COMMUNITY SERVICE/HOMELESSNESS: PROVIDE ADVOCACY FOR AND INFORMATION AND SERVICES TO LOW INCOME PERSONS AND INFORMATION ON AVAILABLE SERVICES TO THE GENERAL PUBLIC THROUGH THE 211 3-DIGIT PHONE SYSTEM. PROVIDED APPROPRIATE INFO AND ASSISTANCE TO 4,808 CALLERS ON THE 211 PHONE LINE. WORKING IN CONJUNCTION WITH LOCAL RELIGIOUS AND CHARITABLE ORGANIZATIONS, 211 PROVIDED DIRECT, EMERGENCY FINANCIAL ASSISTANCE TO 268 HOUSEHOLDS WITH NEEDS SUCH AS FOOD, GAS, RENT, RENTAL DEPOSITS, UTILITY EXPENSES, PRESCRIPTION COSTS AND OTHER CRITICAL ITEMS LIKE IDS, DRIVER'S LICENSES, AND BIRTH CERTIFICATES. EMERGENCY FOOD AND LODGING WERE PROVIDED, IN COLLABORATION WITH HOMELESS SHELTERS AND FOOD BANKS, TO LOW INCOME AND HOMELESS PEOPLE, INCLUDING CHILDREN. 1,052 MEALS SERVED AMOUNTING TO 30 LUNCHES PER DAY WERE SERVED TO CHILDREN UNDER AGE 19 IN MINERAL COUNTY. THROUGH PARTICIPATION IN A HRC PROGRAM, 8 DISABLED PERSONS WERE APPROVED FOR SUPPLEMENTAL SECURITY DISABILITY (SSI). THROUGH THE EFFORTS OF HRC STAFF, $38,421 WAS REPAID TO MISSOULA COUNTY FROM SSI FOR THE COUNTY'S PROGRAM THAT ASSISTS DISABLED PERSONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $274,041 | ExpenseAmt |
| Grant | $99,436 | GrantAmt |
| Revenue | $610,694 | RevenueAmt |
| Desc | HOUSING, SHELTER: HOUSING: CONSTRUCTION, FINANCING, AND MANAGING LOW-INCOME HOUSING FOR PURCHASE OR RENT. HRC TYPICALLY SERVES HOUSEHOLDS BY LOANING THEM DOWN PAYMENT ASSISTANCE, ENABLING THE HOUSEHOLDS TO PURCHASE THEIR FIRST HOME, HOWEVER, IN THE CURRENT YEAR THERE WERE NONE. IN THE SECTION 8 PROGRAM, AN AVERAGE OF 385 VOUCHERS PER MONTH, ALLOWED FAMILIES ACCESS TO SAFE, AFFORDABLE RENTAL HOUSING. THE YOUTH HOUSING DEMONSTRATION PROJECT ASSISTED 18 PARTICIPANTS WITH SAFE, AFFORDABLE RENTAL HOUSING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $731,048 | ExpenseAmt |
| Grant | $285,769 | GrantAmt |
| Revenue | $19,725 | RevenueAmt |
| Desc | EMPLOYMENT, JOB RELATED: EMPLOYMENT AND TRAINING: PROVIDE TRAINING, WORK EXPERIENCE, AND SERVICES FOR YOUTH FROM LOWER INCOME HOMES AND FOR INDIVIDUALS PARTICIPATING IN THE TEMPORARY ASSISTANCE TO NEEDY FAMILIES (TANF) PROGRAM. 63 YOUTH AND ADULTS SUCCESSFULLY COMPLETED TRAINING, ACHIEVED EMPLOYMENT OR EDUCATIONAL BENCHMARKS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $731,048 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $285,769 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $19,725 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,891,653 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 130 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 82 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4067283710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 S HIGGINS | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| JOE LOOS | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHELE LANDQUIST | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BILLYE ANN BRICKER | |||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JUANITA VERO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DUANE SIMONS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN HULS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY DEGARMO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GISELE FORREST | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLIE WELLENSTEIN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON ALEXANDER | |||||||
| FORMER BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM MORTON | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $102,038 | $0 | $23,424 | 0.50 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $102,038 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,424 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $5,282,184 | GovernmentGrantsAmt |
| All Other Contributions | $2,143 | AllOtherContributionsAmt |
| Total Contributions | $5,284,327 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REPAYMENT ON HSG LOANS | 624200 | $371,365 | $371,365 |
| FEES FOR SERVICES | 624200 | $257,908 | $257,908 |
| OTHER PROGRAM REVENUE | 624200 | $122,524 | $122,524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $751,797 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,287 | TotalRevenueColumnAmt |
| Exclusion | $8,287 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $179,361 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $179,361 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $179,361 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,223,772 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $931,158 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,287 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $763,480 | TotalAmt |
| Program Services | $763,480 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,793,747 | TotalAmt |
| Program Services | $1,793,747 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,265 | TotalAmt |
| Management And General | $192,265 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,299,406 | TotalAmt |
| Program Services | $1,179,503 | ProgramServicesAmt |
| Management And General | $119,903 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,636 | TotalAmt |
| Program Services | $101,348 | ProgramServicesAmt |
| Management And General | $26,288 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,282 | TotalAmt |
| Program Services | $311,859 | ProgramServicesAmt |
| Management And General | $423 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,896 | TotalAmt |
| Program Services | $141,683 | ProgramServicesAmt |
| Management And General | $29,213 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,226 | TotalAmt |
| Program Services | $10,226 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,575 | TotalAmt |
| Management And General | $22,575 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,683 | TotalAmt |
| Program Services | $34,099 | ProgramServicesAmt |
| Management And General | $33,584 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,642 | TotalAmt |
| Program Services | $2,542 | ProgramServicesAmt |
| Management And General | $100 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,209 | TotalAmt |
| Program Services | $63,910 | ProgramServicesAmt |
| Management And General | $18,299 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,116 | TotalAmt |
| Program Services | $306,780 | ProgramServicesAmt |
| Management And General | $11,336 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,553 | TotalAmt |
| Program Services | $25,761 | ProgramServicesAmt |
| Management And General | $792 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,711 | TotalAmt |
| Program Services | $5,268 | ProgramServicesAmt |
| Management And General | $2,443 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,915 | TotalAmt |
| Management And General | $11,915 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,337 | TotalAmt |
| Program Services | $57,337 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $34,614 | $17,284 | $17,330 |
| TELEPHONE | $33,888 | $32,752 | $1,136 |
| MAINTENANCE AND REPAIR | $23,500 | $23,500 | |
| VEHICLE | $16,046 | $11,790 | $4,256 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,677 | TotalAmt |
| Program Services | $8,784 | ProgramServicesAmt |
| Management And General | $2,893 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,386,404 | TotalAmt |
| Program Services | $4,891,653 | ProgramServicesAmt |
| Management And General | $494,751 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,818,361 | BOYAmt |
| EOY | $3,350,675 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,487,620 | BOYAmt |
| EOY | $3,184,718 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,618 | BOYAmt |
| EOY | $553,608 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,132 | BOYAmt |
| EOY | $35,189 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,020,830 | BOYAmt |
| EOY | $6,370,786 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,544 | BOYAmt |
| EOY | $54,230 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,866,528 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,218,512 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,467,675 | BOYAmt |
| EOY | $1,648,016 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,632,407 | BOYAmt |
| EOY | $3,457,666 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,097,187 | BOYAmt |
| EOY | $18,654,888 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $730,514 | BOYAmt |
| EOY | $459,245 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,283 | BOYAmt |
| EOY | $274,514 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $824,083 | BOYAmt |
| EOY | $750,663 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,195,735 | BOYAmt |
| EOY | $1,944,608 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,819,615 | BOYAmt |
| EOY | $3,429,030 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,514,033 | BOYAmt |
| EOY | $14,098,160 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$953,685 | BOYAmt |
| EOY | -$589,526 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,717,224 | BOYAmt |
| EOY | $1,717,224 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,277,572 | BOYAmt |
| EOY | $15,225,858 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,097,187 | BOYAmt |
| EOY | $18,654,888 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $837,368 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $110,918 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,263,897 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,965,914 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,675,213 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,686,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,284,327 | CurrentTaxYearAmt |
| Total | $25,875,496 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,263,897 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,965,914 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,675,213 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,686,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,284,327 | CurrentTaxYearAmt |
| Total | $25,875,496 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $25,875,496 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,980 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $519 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,287 | CurrentTaxYearAmt |
| Total | $24,497 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,899,993 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,680,363 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $741,342 | OtherCostOrOtherBasisAmt |
| Book Value | $741,342 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,984,259 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,420,932 | DepreciationAmt |
| Book Value | $563,327 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,192,877 | OtherCostOrOtherBasisAmt |
| Depreciation | $995,739 | DepreciationAmt |
| Book Value | $197,138 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $273,223 | OtherCostOrOtherBasisAmt |
| Depreciation | $242,467 | DepreciationAmt |
| Book Value | $30,756 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $674,827 | OtherCostOrOtherBasisAmt |
| Depreciation | $559,374 | DepreciationAmt |
| Book Value | $115,453 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,648,016 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| DUE FROM HAMILTON AFFORDABLE HOUSING PARTNERSHIP | $1,018,260 | C |
| DUE FROM HRC COTTAGES, INC. | $2,207,263 | C |
| INVESTMENT IN HRC DEVELOPMENT, INC. | $232,143 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $3,457,666 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET PENSION LIABILITY | Desc |
| Amt | $1,944,608 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,944,608 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| POVERELLO CENTER INC | ||||||||
| PO BOX 7644 | MISSOULA | MT | 59807 | 237439391 | 501(C)(3) | $433,688 | $0 | EMERGENCY FOOD AND SHELTER GRANTS |
| YOUTH HOMES INC | ||||||||
| PO BOX 7616 | MISSOULA | MT | 59807 | 810331313 | 501(C)(3) | $5,550 | $0 | ASSISTANCE WITH PROJECT COSTS |
| MISSOULA FOOD BANK | ||||||||
| 1720 WYOMING STREET | MISSOULA | MT | 59801 | 810414143 | 501(C)(3) | $20,234 | $0 | EMERGENCY FOOD AND SHELTER GRANTS |
| MISSOULA COUNTY PUBLIC SCHOOLS | ||||||||
| 215 SOUTH SIXTH STREET WEST | MISSOULA | MT | 59801 | 810504312 | MISSOULA COUNTY | $5,473 | $0 | NATIVE AMERICAN EDUCATION PROGRAM |
| CITY OF MISSOULA | ||||||||
| 435 RYMAN STREET | MISSOULA | MT | 59802 | 816001293 | CITY OF MISSOULA | $74,646 | $0 | RETURN OF CITY OF MISSOULA HOMEBUYER ASSISTANCE REPAYMENTS |
| LITERACY BITTERROOT | ||||||||
| 303 N THIRD STREET | HAMILTON | MT | 59840 | 810478575 | 501(C)(3) | $19,487 | $0 | ASSISTANCE WITH PROJECT COSTS |
| YWCA INC | ||||||||
| 1130 W BROADWAY | MISSOULA | MT | 59802 | 810245851 | 501(C)(3) | $143,774 | $0 | ASSISTANCE WITH HOUSING |
| UNION GOSPEL MISSION DBA HOPE RESCUE MISSION | ||||||||
| PO BOX 306 | MISSOULA | MT | 59806 | 810531532 | 501(C)(3) | $38,519 | $0 | EMERGENCY FOOD AND SHELTER GRANTS |
| MONTANA FOOD BANK NETWORK | ||||||||
| 5625 EXPRESS WAY | MISSOULA | MT | 59808 | 810421243 | 501(C)(3) | $8,770 | $0 | EMERGENCY FOOD AND SHELTER GRANTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| ENERGY CONSERVATION MEASURES | 80 | $603,861 | COST | SEE PART IV | |
| ENERGY BILL ASSISTANCE | 3000 | COST | SEE PART IV | $307,838 | |
| PAID JOB EXPERIENCES, EMPLOYMENT & EDUCATION | 63 | COST | SEE PART IV | $285,769 | |
| RENT, EMERGENCY SHELTER, AND BASIC NEEDS COSTS | 1320 | COST | SEE PART IV | $562,898 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | DISTRICT XI RETAINS ALL RELEVANT INFORMATION REGARDING APPLICATIONS FOR ASSISTANCE FROM BOTH ORGANIZATIONS AND INDIVIDUALS AND RECORDS PAYMENTS THROUGH THE ACCOUNTING SYSTEM. |
| PART 1, LINE 2: | 80 HOUSEHOLDS RECEIVED ENERGY CONSERVATION MEASURES TO IMPROVE THE EFFICIENCY OF THEIR HOMES. ENERGY BILL ASSISTANCE - ENERGY BILL ASSISTANCE WAS PROVIDED TO LOWER INCOME HOUSEHOLDS TO REDUCE THEIR OUT OF POCKET COST OF ENERGY AND PREVENT THEIR LOSS OF HEATING FUEL. PAID JOB EXPERIENCES - WAGES AND INCENTIVES PAID TO YOUTH AND ADULTS WITH BARRIERS FOR ACCOMPLISHING ESTABLISHED GOALS IN THE PROCESS OF OBTAINING LONG-TERM EMPLOYMENT. RENT, FOOD, AND BASIC NEEDS COSTS - INDIVIDUALS EXPERIENCING DISABILITY, LOWER INCOMES, OR HOMELESSNESS WERE ASSISTED WITH RENT PAYMENTS AND PROVIDED BASIC NEEDS. THIS YEAR, DUE TO THE CONTINUATION OF THE COVID-19 PANDEMIC, DISTIRCT XI PROVIDED MORE RENT ASSISTANCE WITH UNITED WAY AND MISSOULA COUNTY. IN ADDITION, DURING THE SUMMER, CHILDREN IN FAMILIES EXPERIENCING LOWER INCOMES HAVE DIFFICULTY ACCESSING A SUBSTITUTE FOR THE SCHOOL LUNCH PROGRAM. THIS ASSISTANCE PROVIDES A FREE LUNCH TO CHILDREN UNDER AGE 19 RESIDING IN A PRE-DETERMINED LOW INCOME GEOGRAPHICAL AREA, IN MINERAL COUNTY. THE VALUE OF ASSISTANCE REPORTED IS THE COST OF FOOD ONLY. THE NUMBER OF RECIPIENTS WAS ARRIVED AT BY COUNTING THE NUMBER OF SERVICES PROVIDED SUCH AS MEALS, HOMES, BILLS, RENTS, ETC. PAID. SOME RECIPIENTS MAY RECEIVE A COMBINATION OF SERVICES. FOR EXAMPLE, A MEAL A DAY FOR 5 DAYS FOR THE SAME PERSON IS COUNTED AS 5 MEALS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | EXECUTIVE DIRECTOR AND FISCAL OFFICER REVIEW 990. FINAL DRAFT WAS PRESENTED TO THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY APPLIES TO BOTH EMPLOYEES AND OFFICERS OF THE ORGANIZATION. OFFICERS DECLARE CONFLICTS AS THEY OCCUR AND ABSTAIN FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS IN WHICH THEY MAY BE VIEWED AS CONFLICTED. THE ORGANIZATION, THROUGH THE ADMINISTRATION OF FEDERAL PROGRAMS, IS ALSO MONITORED BY OUTSIDE ENTITIES FOR ANY EVIDENCE OF SELF DEALING. |
| FORM 990, PART VI, SECTION B, LINE 15A | BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION PACKAGE FOR EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 18 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | CURRENT YEAR 990 IS POSTED ON THE ORGANIZATION'S WEBSITE; FORM 1023 IS AVAILABLE UPON REQUEST. |
| FORM 990, PART X, LINE 25 | IN ACCORDANCE WITH GASB 68, ACCOUNTING AND FINANCIAL REPORTING FOR PENSIONS, EMPLOYERS AND THE NON-EMPLOYER CONTRIBUTING ENTITY ARE REQUIRED TO RECOGNIZE AND REPORT CERTAIN AMOUNTS ASSOCIATED WITH PARTICIPATION IN THE PUBLIC EMPLOYEES' RETIREMENT SYSTEM DEFINED BENEFIT RETIREMENT PLAN. EMPLOYERS ARE REQUIRED TO RECORD AND REPORT THEIR PROPORTIONATE SHARE OF THE COLLECTIVE NET PENSION LIABILITY; PENSION EXPENSE; AND DEFERRED OUTFLOWS AND DEFERRED INFLOWS OF RESOURCES ASSOCIATED WITH PENSIONS. THE NET PENSION LIABILITY IS UNLIKE ANY OF THE OTHER LIABILITIES REPORTED ON AN EMPLOYER'S FINANCIAL STATEMENTS, IN THAT IT IS NOT IMMEDIATELY DUE AND CANNOT BE PAID OFF UNDER ANY ACCELERATED SCHEDULE. CONTRIBUTION RATES ARE SET IN STATUTE; AN EMPLOYER WOULD ONLY REMIT THEIR STATUTORY CONTRIBUTION AMOUNT. AN EMPLOYER WOULD NOT BE ABLE TO REMIT PAYMENT FOR THE EMPLOYER'S ALLOCATED SHARE OF THE NET PENSION LIABILITY IN ORDER TO REMOVE THIS LIABILITY FROM THEIR FINANCIAL STATEMENTS. |
| FORM 990, PART XI, LINE 9: | GASB 68 PENSION ADJUSTMENT 110,918. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| HRC-MMR LLC | |||||||||
| 1801 S HIGGINS | MISSOULA | MT | 59801 | 465346777 | REDUCE RISK OF LITIGATED LOSS OF ASSETS NOT RELATED TO LITIGATION | MT | $1,764 | $2,855,105 | DISTRICT XI HRC INC |
| HRC-RAVALLI PROPERTIES LLC | |||||||||
| 1801 S HIGGINS | MISSOULA | MT | 59801 | 465342553 | HOLDING COMPANY FOR PROPERTY | MT | $121,633 | $799,903 | DISTRICT XI HRC INC |
| HRC-MISSOULA PROPERTIES LLC | |||||||||
| 1801 S HIGGINS | MISSOULA | MT | 59801 | 465333416 | HOLDING COMPANY FOR PROPERTY | MT | $3,279 | $1,112,337 | DISTRICT XI HRC INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| DISTRICT XI HRC VEBA INC | ||||||||||
| 1801 S HIGGINS | MISSOULA | MT | 59801 | 363686156 | MANAGE EMPLOYEE BENEFITS | MT | 501(C)(9) | N/A | 0 | |
| HRC DEVELOPMENT INC | ||||||||||
| 1801 S HIGGINS | MISSOULA | MT | 59801 | 810516736 | PURCHASE AND DEVELOP LOW-INCOME HOUSING | MT | 501(C)(3) | N/A | 0 | 9 |
| HRC PARKSIDE INC | ||||||||||
| 1801 S HIGGINS | MISSOULA | MT | 59801 | 810517550 | PROVIDE AFFORDABLE HOUSING TO RESIDENTS OF PARKSIDE APARTMENTS, HAMILTON, MT | MT | 501(C)(3) | N/A | 0 | 9 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMILTON AFFORDABLE HOUSING PARTNERSHIP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 S HIGGINS | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810519859 | EIN |
| Primary Activities | 24 UNIT TAX CREDIT RENTAL HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DISTRICT XI HRC VEBA INC | ||
| M | $260,854 | CASH |
| HRC-MMR LLC | ||
| S | $119,664 | CASH |
| HRC-RAVALLI PROPERTIES LLC | ||
| K | $39,831 | CASH |
| HRC-MISSOULA PROPERTIES LLC | ||
| K | $203,050 | CASH |
| HRC-MINERAL PROPERTIES LLC | ||
| K | $12,220 | CASH |