2021-04-20T11:07:05-05:00 2020-06-30 810348775 JUNKERMIERCLARKCAMPANELLASTEVENS PC PO BOX 16237 MISSOULA MT 59808 990 2019-07-01 810332017 DISTRICT XI HUMAN RESOURCE COUNCIL INC DIST 4067283710 1801 S HIGGINS MISSOULA MT 59801 JIM MORTON EXECUTIVE DIRECTOR 4067283710 2021-04-15 1 DREW RIEKER CPAABV P01372762 4065494148 2019 2022-09-23 18:48:47Z JIM MORTON 1801 S HIGGINS MISSOULA MT 59801 5393774 0 X HTTP://WWW.HRCXI.ORG X 1965 MT ADVOCATE FOR LOW-INCOME,PUBLIC BENEFIT CORPORATION 10 10 81 42 0 0 4965914 4675213 515154 667950 6054 8980 62526 41631 5549648 5393774 2270157 2429578 0 0 2092871 2081770 0 0 0 823088 856997 5186116 5368345 363532 25429 17640929 17863356 3316182 3608215 14324747 14255141 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 2607662 1380603 4458 HUMAN SERVICES MULTIPURPOSE: ENERGY CONSERVATION/ENERGY BILL ASSISTANCE: 4,013 PARTICIPANT APPLICATIONS FOR ASSISTANCE WITH HEATING COSTS AND WEATHERIZATION WERE PROCESSED. 3,688 HOUSEHOLDS RECEIVED ASSISTANCE WITH THEIR HEATING BILL COSTS. 698 PARTICIPANTS FACING A LOSS OF RESIDENTIAL BASE LOAD OR HEATING FUEL WERE ASSISTED. 357 PARTICIPANTS WERE PROVIDED WITH CONSERVATION MEASURES, RESULTING IN DECREASED ENERGY CONSUMPTION. 941 PARTICIPANTS WHOSE HOUSEHOLD & PRIMARY HOME WATER HEATING AND OR SPACE HEATING SYSTEMS NEEDED SAFETY MODIFICATIONS WERE ASSISTED BY REPLACEMENT OR REPAIR. 1100358 524779 158125 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 5,410 CALLERS ON THE 211 PHONE LINE. WORKING IN CONJUNCTION WITH LOCAL RELIGIOUS AND CHARITABLE ORGANIZATIONS, 211 PROVIDED DIRECT, EMERGENCY FINANCIAL ASSISTANCE TO 205 HOUSEHOLDS WITH NEEDS SUCH AS FOOD, GAS, RENT, RENTAL DEPOSITS, UTILITY EXPENSES AND DEPOSITS, PRESCRIPTION COSTS AND OTHER CRITICAL ITEMS. EMERGENCY FOOD AND LODGING WERE PROVIDED, IN COLLABORATION WITH HOMELESS SHELTERS AND FOOD BANKS, TO LOW INCOME AND HOMELESS PEOPLE, INCLUDING CHILDREN. 14,032 MEALS SERVED AMOUNTING TOCOMMUNITY SERVICE/HOMELESSNESS (CONTINUED):145 LUNCHES PER DAY WERE SERVED TO CHILDREN UNDER AGE 19 IN MINERAL COUNTY. THROUGH PARTICIPATION IN A HRC PROGRAM, 5 DISABLED PERSONS WERE APPROVED FOR SUPPLEMENTAL SECURITY DISABILITY (SSI). THROUGH THE EFFORTS OF HRC STAFF, $18,185 WAS REPAID TO MISSOULA COUNTY FROM SSI FOR THE COUNTY'S PROGRAM THAT ASSISTS DISABLED PERSONS. 732165 424326 546757 HOUSING, SHELTER: HOUSING: CONSTRUCTION, FINANCING, AND MANAGING LOW-INCOME HOUSING FOR PURCHASE OR RENT. HRC SERVED 9 HOUSEHOLDS BY LOANING THEM DOWN PAYMENT ASSISTANCE, ENABLING THE HOUSEHOLDS TO PURCHASE THEIR FIRST HOME. IN THE SECTION 8 PROGRAM, AN AVERAGE OF 441 VOUCHERS PER MONTH, ALLOWED FAMILIES ACCESS TO SAFE, AFFORDABLE RENTAL HOUSING. 477132 99869 241 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. 84 YOUTH AND ADULTS SUCCESSFULLY COMPLETED TRAINING, ACHIEVED EMPLOYMENT OR EDUCATIONAL BENCHMARKS. 477132 99869 241 4917317 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 1 138 0 1 81 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X THE ORGANIZATION 4067283710 1801 S HIGGINS MISSOULA MT 59801 JOE LOOS CHAIRMAN 2.00 X X 0 0 0 MICHELE LANDQUIST VICE-CHAIR 1.00 X X 0 0 0 BILLYE ANN BRICKER SECRETARY/TREASURER 1.00 X X 0 0 0 JUANITA VERO BOARD MEMBER 1.00 X 0 0 0 DUANE SIMONS BOARD MEMBER 1.00 X 0 0 0 LARRY DEGARMO BOARD MEMBER 1.00 X 0 0 0 GISELE FORREST BOARD MEMBER 1.00 X 0 0 0 CHARLIE WELLENSTEIN BOARD MEMBER 1.00 X 0 0 0 SHARON ALEXANDER BOARD MEMBER 1.00 X 0 0 0 DAN HULS BOARD MEMBER 1.00 X 0 0 0 LEAH DEERING FORMER BOARD MEMBER 1.00 X 0 0 0 LAURIE JOHNSTON FORMER BOARD MEMBER 1.00 X 0 0 0 NICOLE ROWLEY FORMER BOARD MEMBER 1.00 X 0 0 0 JIM MORTON EXECUTIVE DIRECTOR 40.00 0.50 X 99647 0 21919 99647 0 21919 0 0 0 0 AMERICAN HEATING COOLING & REFRIGERATION 670 WHITTLE LANE STEVENSVILLE MT 59870 WEATHERIZATION CONTRACTOR 363781 1 4653725 21488 4675213 REPYMT ON HSG LOANS, A 624200 327429 327429 FEES FOR SERVICES 624200 215725 215725 OTHER PROGRAM REVENUE 624200 122253 122253 ENERGY CONSERVATION FE 624100 2543 2543 667950 8980 8980 MISCELLANEOUS 900099 41631 41631 41631 5393774 709581 0 8980 535282 535282 1894296 1894296 184056 184056 1316844 1194050 122794 118599 99764 18835 301506 301506 160765 158958 1807 20355 20000 355 21725 21725 177945 133975 43970 1923 1810 113 120468 116599 3869 221458 221458 47766 42954 4812 4900 1992 2908 18058 18058 129223 124138 5085 DUES AND SUBSCRIPTIONS 31266 17030 14236 TELEPHONE 28655 26545 2110 VEHICLE 25418 19800 5618 TAXES AND LICENSES 8180 7503 677 -343 -343 5368345 4917317 451028 0 X 3493080 2024773 576713 2831832 406121 239534 25146 26662 8028980 7416060 85916 268686 4525963 3034561 1610365 1491402 3414608 3564407 17640929 17863356 401723 440270 14112 93989 1053975 1211737 1846372 1862219 3316182 3608215 X 13394621 13488320 2401765 2333497 -1471639 -1566676 14324747 14255141 17640929 17863356 X 25429 -95035 X 0 1 X 1 1 1 X 4749770 5195748 6263897 4965914 4675213 25850542 2400 2400 4800 4752170 5198148 6263897 4965914 4675213 25855342 25855342 895 1292 657 6054 8980 17878 25873220 2529968 0.99930 0.99960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 741342 741342 1831662 1284601 547061 1104755 917502 187253 228954 218244 10710 619250 614214 5036 1491402 DUE FROM HAMILTON AFFORDABLE HOUSING PARTNERSHIP 1018260 C DUE FROM HRC COTTAGES, INC. 2383617 C INVESTMENT IN HRC DEVELOPMENT, INC. 162530 C 3564407 NET PENSION LIABILITY 1862219 1862219 1 POVERELLO CENTER INC PO BOX 7644 MISSOULA MT 59807 237439391 501(C)(3) 6166 EMERGENCY FOOD AND SHELTER GRANTS SALVATION ARMY 355 S RUSSELL ST MISSOULA MT 59801 941156347 501(C)(3) 18000 EMERGENCY FOOD AND SHELTER GRANTS SAPPHIRE COMMUNITY HEALTH 316 N 3RD ST HAMILTON MT 59847 810542716 501(C)(3) 18600 LOW INCOME MEDICAL ASSISTANCE YOUTH HOMES INC PO BOX 7616 MISSOULA MT 59807 810331313 501(C)(3) 8667 ASSISTANCE WITH PROJECT COSTS MISSOULA FOOD BANK 1720 WYOMING STREET MISSOULA MT 59801 810414143 501(C)(3) 13000 ASSISTANCE WITH PROJECT COSTS MISSOULA COUNTY PUBLIC SCHOOLS 215 SOUTH SIXTH STREET WEST MISSOULA MT 59801 810504312 501(C)(3) 8800 NATIVE AMERICAN EDUCATION PROGRAM CITY OF MISSOULA 435 RYMAN STREET MISSOULA MT 59802 816001293 408788 RETURN OF CITY OF MISSOULA HOMEBUYER ASSISTANCE REPAYMENTS LITERACY BITTERROOT 303 N THIRD STREET HAMILTON MT 59840 810478575 501(C)(3) 18426 ASSISTANCE WITH PROJECT COSTS YWCA INC 1130 W BROADWAY MISSOULA MT 59802 810245851 501(C)(3) 13916 ASSISTANCE WITH HOUSING 8 1 ENERGY CONSERVATION MEASURES 357 794186 COST SEE PART IV ENERGY BILL ASSISTANCE 3688 586418 COST SEE PART IV PAID JOB EXPERIENCES, EMPLOYMENT & EDUCATION 84 99869 COST SEE PART IV RENT, EMERGENCY SHELTER, AND BASIC NEEDS COSTS 14327 413823 COST SEE PART IV MOBILE HOME REHAB 2 COST FIRST TIME HOMEBUYER & REHAB. 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: 357 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 COVID-19 PANDEMIC, DISTRICT XI STARTED PROVIDING LUNCHES AND BREAKFASTS IN MARCH. ALSO, DUE TO THE COVID-19 PANDEMIC, DISTIRCT XI PROVIDED MORE RENT ASSISTANCE WITH THE 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. 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 -95,035. HRC-MMR LLC 1801 S HIGGINS MISSOULA MT 59801 465346777 REDUCE RISK OF LITIGATED LOSS OF ASSETS NOT RELATED TO LITIGATION MT 8097 2755673 DISTRICT XI HRC INC HRC-RAVALLI PROPERTIES LLC 1801 S HIGGINS MISSOULA MT 59801 465342553 HOLDING COMPANY FOR PROPERTY MT 120903 794195 DISTRICT XI HRC INC HRC-MISSOULA PROPERTIES LLC 1801 S HIGGINS MISSOULA MT 59801 465333416 HOLDING COMPANY FOR PROPERTY MT 0 1184204 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 HRC PARKSIDE INC 1801 S HIGGINS MISSOULA MT 59801 810517550 PROVIDE AFFORDABLE HOUSING TO RESIDENTS OF PARKSIDE APARTMENTS, HAMILTON, MT MT 501(C)(3) 9 N/A 0 HAMILTON AFFORDABLE HOUSING PARTNERSHIP 1801 S HIGGINS MISSOULA MT 59801 810519859 24 UNIT TAX CREDIT RENTAL HOUSING MT N/A N/A 0 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 335632 CASH HRC-MMR LLC S 2025384 CASH HRC-RAVALLI PROPERTIES LLC K 42463 CASH HRC-MISSOULA PROPERTIES LLC K 201000 CASH