2025-05-07T09:14:10-05:00 2024-06-30 810348775 JUNKERMIERCLARKCAMPANELLASTEVENS PC 321 W BROADWAY 4TH FLOOR MISSOULA MT 59802 990 2023-07-01 810332017 DISTRICT XI HUMAN RESOURCE COUNCIL INC DIST 4067283710 1801 S HIGGINS MISSOULA MT 59801 RUTH BURKE EXECUTIVE DIRECTOR 4067283710 2025-05-06 1 0 DREW RIEKER CPAABV P01067948 4065494148 2025-05-06 2023 2025-03-06 01:10:19Z RUTH BURKE 1801 S HIGGINS MISSOULA MT 59801 6384868 0 X HTTPS://HUMANRESOURCECOUNCIL.ORG/ X 1965 MT ADVOCATE FOR LOW-INCOME,PUBLIC BENEFIT CORPORATION 9 9 90 14 0 0 5300894 5058451 658441 1123067 53138 187817 20941 15533 6033414 6384868 1869746 2073101 0 0 2349931 2935995 0 0 0 907668 1061800 5127345 6070896 906069 313972 19179501 19462691 3018953 2950687 16160548 16512004 X 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. 0 0 2487273 956788 HUMAN SERVICES MULTIPURPOSE: ENERGY CONSERVATION/ENERGY BILL ASSISTANCE: 3,665 PARTICIPANT APPLICATIONS FOR ASSISTANCE WITH HEATING COSTS AND WEATHERIZATION WERE PROCESSED. 2,959 HOUSEHOLDS RECEIVED ASSISTANCE WITH THEIR HEATING BILL COSTS. 391 PARTICIPANTS FACING A LOSS OF RESIDENTIAL BASE LOAD OR HEATING FUEL WERE ASSISTED. 76 PARTICIPANTS WERE PROVIDED WITH CONSERVATION MEASURES, RESULTING IN DECREASED ENERGY CONSUMPTION. 268 PARTICIPANTS WHOSE HOUSEHOLD AND PRIMARY HOME WATER HEATING AND OR SPACE HEATING SYSTEMS NEEDING EMERGENCY SAFETY MODIFICATIONS WERE ASSISTED BY REPLACEMENT OR REPAIR. 318 HOUSEHOLDS RECEIVED ASSISTANCE WITH THEIR WATER BILL COSTS. 1502724 780800 293784 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 4,233 CALLERS ON THE 211 PHONE LINE. WORKING IN CONJUNCTION WITH LOCAL RELIGIOUS AND CHARITABLE ORGANIZATIONS, 211 PROVIDED DIRECT, EMERGENCY FINANCIAL ASSISTANCE TO 353 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. 5,563 MEALS SERVED AMOUNTING TO 30 LUNCHES PER DAY WERE SERVED TO CHILDREN UNDER AGE 19 IN MINERAL COUNTY. 825931 161184 844816 HOUSING, SHELTER: HOUSING: CONSTRUCTION, FINANCING, AND MANAGING LOW-INCOME HOUSING FOR PURCHASE OR RENT. HRC PROVIDED DOWNPAYMENT LOAN ASSISTANCE TO ONE HOUSEHOLD, ENABLING THE HOUSEHOLDS TO PURCHASE THEIR FIRST HOME. IN THE SECTION 8 PROGRAM, AN AVERAGE OF 415 VOUCHERS PER MONTH ALLOWED FAMILIES ACCESS TO SAFE, AFFORDABLE RENTAL HOUSING. THE YOUTH HOUSING DEMONSTRATION PROJECT ASSISTED 23 PARTICIPANTS WITH SAFE, AFFORDABLE RENTAL HOUSING. 665465 174329 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. 35 YOUTH AND ADULTS SUCCESSFULLY COMPLETED TRAINING, ACHIEVED EMPLOYMENT OR EDUCATIONAL BENCHMARKS. 665465 174329 5481393 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 30 0 1 90 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X THE ORGANIZATION 4067283710 1801 S HIGGINS MISSOULA MT 59801 JOE LOOS CHAIR 2.00 0.50 X X 0 0 0 KENANI SOUZA-RESNER VICE CHAIR 1.00 X X 0 0 0 MICHELE LANDQUIST SECRETARY/TREASURER 1.00 0.50 X X 0 0 0 BILLYE ANN BRICKER BOARD MEMBER 1.00 X 0 0 0 JUANITA VERO BOARD MEMBER 1.00 X 0 0 0 DUANE SIMONS BOARD MEMBER 1.00 X 0 0 0 DAN HULS BOARD MEMBER 1.00 X 0 0 0 LARRY DEGARMO BOARD MEMBER 1.00 0.50 X 0 0 0 GISELE FORREST BOARD MEMBER 1.00 X 0 0 0 RUTH BURKE EXECUTIVE DIRECTOR 40.00 0.50 X 100883 0 27108 100883 0 27108 1 0 0 0 AMERICAN HEATING AND COOLING 670 WHITTLE LANE STEVENSVILLE MT 59870 FURNACE AND WATER HEATER REPLACEMENT AND 266155 TEMP RIGHT INC 5818 SANDPIPER MISSOULA MT 59808 FURNACE AND WATER HEATER REPLACEMENT AND 146271 ANDERSON'S HEATING AND AC INC 3912 BROOKS ST MISSOULA MT 59804 FURNACE AND WATER HEATER REPLACEMENT AND 146266 3 5054025 4426 5058451 FEES FOR SERVICES 624200 605690 605690 REPAYMENT ON HSG LOANS 624200 392295 392295 OTHER PROGRAM REVENUE 624200 125082 125082 1123067 187817 187817 MISCELLANEOUS 900099 15533 15533 15533 6384868 1138600 0 187817 426274 426274 1646827 1646827 140671 120071 20600 2063211 1745120 318091 178005 159279 18726 313609 280618 32991 240499 208853 31646 1089 1089 40431 38248 2183 177625 138422 39203 2419 2359 60 28115 20252 7863 179412 169002 10410 16635 14967 1668 7625 7625 158805 149591 9214 69189 46373 22816 MATERIALS AND SUPPLIES 222184 199557 22627 TRAINING 42102 38633 3469 VEHICLE EXPENSES 39703 34772 4931 TELEPHONE 37451 25628 11823 39015 15458 23557 6070896 5481393 589503 0 X 3334085 22070 3440293 7365415 803048 440190 81329 25292 6311013 5874934 163248 38344 5612 5272517 3483732 1593497 1788785 3494330 3447348 83562 329797 19179501 19462691 352504 445338 61428 90244 669086 545107 1935935 1869998 3018953 2950687 X 7195263 7604514 8965285 8907490 16160548 16512004 19179501 19462691 X 313972 37484 X 0 1 X 1 1 1 X 4675213 4686145 5284327 5300894 5058451 25005030 4675213 4686145 5284327 5300894 5058451 25005030 25005030 8980 519 8287 53138 187817 258741 25263771 4459904 0.98980 0.99690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 959331 959331 1984259 1520891 463368 1209541 1060210 149331 307228 282064 25164 812158 620567 191591 1788785 DUE FROM HAMILTON AFFORDABLE HOUSING PARTNERSHIP 1018260 C DUE FROM HRC COTTAGES, INC. 2000162 C INVESTMENT IN HRC DEVELOPMENT, INC. 162529 C DUE FROM HRC PARKSIDE, INC. 240000 C DUE FROM BURNT FORK PLACE, LLLP 26397 C 3447348 NET PENSION LIABILITY 1809902 LEASE LIABILITY 60096 1869998 1 POVERELLO CENTER INC PO BOX 7644 MISSOULA MT 59807 237439391 501(C)(3) 6125 0 EMERGENCY FOOD AND SHELTER GRANTS YOUTH HOMES INC PO BOX 7616 MISSOULA MT 59807 810331313 501(C)(3) 9000 0 EMERGENCY FOOD AND SHELTER GRANTS MISSOULA FOOD BANK 1720 WYOMING STREET MISSOULA MT 59801 810414143 501(C)(3) 15000 0 EMERGENCY FOOD AND SHELTER GRANTS MISSOULA COUNTY PUBLIC SCHOOLS 215 SOUTH SIXTH STREET WEST MISSOULA MT 59801 810504312 MISSOULA COUNTY 12000 0 NATIVE AMERICAN EDUCATION PROGRAM CITY OF MISSOULA 435 RYMAN STREET MISSOULA MT 59802 816001293 CITY OF MISSOULA 134824 0 RETURN OF CITY OF MISSOULA HOMEBUYER ASSISTANCE REPAYMENTS SUPPORTERS OF ABUSE FREE ENVIRONMENTS INC PO BOX 534 HAMILTON MT 59840 810460023 501(C)(3) 8027 0 EMERGENCY FOOD AND SHELTER GRANTS MISSOULA INTERFAITH COLLABORATIVE 2205 34TH ST MISSOULA MT 59801 463396495 501(C)(3) 6000 0 EMERGENCY FOOD AND SHELTER GRANTS HRC COTTAGES INC 1801 S HIGGINS MISSOULA MT 59801 810521301 501(C)(3) 174368 0 REHABILITATION OF EAGLE APARTMENTS AND PUBLIC FACILITIES IN SUPERIOR, MT HRDC DIRECTORS ASSOCIATION 1801 SOUTH HIGGINS MISSOULA MT 59801 810367454 501(C)(3) 26501 0 COMMUNITY ACTION NETWORK MOUNTAIN HOME 2606 SOUTH AVE W MISSOULA MT 59804 810520628 501(C)(3) 5000 0 EMERGENCY FOOD AND SHELTER GRANTS 11 ENERGY CONSERVATION MEASURES 344 729754 COST SEE PART IV ENERGY BILL ASSISTANCE 2959 227034 PAID JOB EXPERIENCES, EMPLOYMENT & EDUCATION 35 174329 RENT, EMERGENCY SHELTER, AND BASIC NEEDS COSTS 5916 515710 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: 344 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. 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. 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 37,484. HRC-MMR LLC 1801 S HIGGINS MISSOULA MT 59801 465346777 REDUCE RISK OF LITIGATED LOSS OF ASSETS NOT RELATED TO LITIGATION MT 151939 3072086 DISTRICT XI HRC INC HRC-RAVALLI PROPERTIES LLC 1801 S HIGGINS MISSOULA MT 59801 465342553 HOLDING COMPANY FOR PROPERTY MT 255115 910114 DISTRICT XI HRC INC HRC-MISSOULA PROPERTIES LLC 1801 S HIGGINS MISSOULA MT 59801 465333416 HOLDING COMPANY FOR PROPERTY MT 2527 1408030 DISTRICT XI HRC INC 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) 9 N/A 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 1 0 1 0 1 DISTRICT XI HRC VEBA INC M 340574 CASH