2017-04-10T15:28:36-05:00 2016-06-30 810348775 JUNKERMIERCLARKCAMPANELLASTEVENS PC PO BOX 16237 MISSOULA MT 59808 990 2015-07-01 810332017 DISTRICT XI HUMAN RESOURCE COUNCIL INC DIST 4067283710 1801 S HIGGINS MISSOULA MT 59801 JIM MORTON EXECUTIVE DIRECTOR 4067283710 2017-04-01 1 DREW RIEKER CPA P01372762 4065494148 2015 2021-01-29 14:40:06Z JIM MORTON 1801 S HIGGINS MISSOULA MT 59801 5139177 0 X HTTP://WWW.HRCXI.ORG X 1965 MT ADVOCATE FOR LOW-INCOME,PUBLIC BENEFIT CORPORATION 13 13 108 17 0 0 3544069 4749770 348254 366184 816 895 1257 22328 3894396 5139177 1288756 2558909 0 0 1799480 1807449 0 0 0 754628 912824 3842864 5279182 51532 -140005 13384808 13467681 2442084 2589206 10942724 10878475 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 2394236 1256662 5835 HUMAN SERVICES MULTIPURPOSE: ENERGY CONSERVATION/ENERGY ASSISTANCE: 4,133 APPLICATIONS FOR ASSISTANCE WITH HEATING COSTS AND WEATHERIZATION WERE PROCESSED. 3,833 HOUSEHOLDS RECEIVED ASSISTANCE WITH THEIR HEATING COSTS. 434 HOUSEHOLDS FACING A LOSS OF RESIDENTIAL ELECTRICITY WERE ASSISTED. 196 HOMES WERE PROVIDED WITH CONSERVATION MEASURES, RESULTING IN DECREASED ENERGY CONSUMPTION. 271 HOUSEHOLDS WHOSE PRIMARY HEATING DELIVERY SYSTEM FAILED WERE ASSISTED BY REPLACEMENT OR REPAIR. 777018 262920 21172 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 5,914 CALLERS ON THE 211 PHONE LINE. WORKING IN CONJUNCTION WITH LOCAL RELIGIOUS AND CHARITABLE ORGANIZATIONS, 211 PROVIDED DIRECT, EMERGENCY FINANCIAL ASSISTANCE TO 274 INDIVIDUALS AND FAMILIES 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. 629 LUNCHES FORCOMMUNITY SERVICE/HOMELESSNESS (CONTINUED):CHILDREN UNDER AGE 19 WERE PROVIDED THE SUMMER LUNCH PROGRAM IN MINERAL COUNTY. THROUGH PARTICIPATION IN A HRC PROGRAM, 17 DISABLED PERSONS WERE APPROVED FOR SOCIAL SECURITY DISABILITY (SSI). THROUGH THE EFFORTS OF HRC STAFF, $99,593 WAS REPAID TO MISSOULA COUNTY FROM SSI FOR THE COUNTY'S PROGRAM THAT ASSISTS DISABLED PERSONS. 1243205 913384 361505 HOUSING, SHELTER: HOUSING: CONSTRUCTION, FINANCING, AND MANAGING LOW-INCOME HOUSING FOR PURCHASE OR RENT. HRC SERVED 12 HOUSEHOLDS BY LOANING THEM DOWN PAYMENT ASSISTANCE, ENABLING THE HOUSEHOLDS TO PURCHASE THEIR FIRST HOME. IN THE SECTION 8 PROGRAM, 372 VOUCHERS ALLOWED FAMILIES ACCESS TO SAFE, AFFORDABLE RENTAL HOUSING. 24 LOWER INCOME HOUSEHOLDS WERE PROVIDED MAJOR REHABILITATION TO THEIR RENTAL UNITS IN RAVALLI COUNTY. 465835 125943 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. 64 YOUTH SUCCESSFULLY COMPLETED TRAINING, ACHIEVED EMPLOYMENT OR EDUCATIONAL BENCHMARKS. THE AVERAGE ENROLLMENT IS 30 ADULTS PER MONTH. AN AVERAGE OF 30 PEOPLE PER MONTH HAVE AN APPROVED EMPLOYABILITY PLAN THAT PROVIDES GUIDANCE AND DIRECTION TOWARD OBTAINING EMPLOYMENT. 218 YOUTH ATTENDED WORKSHOPS OFFERED BY HRC. 465835 125943 4880294 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 96 0 1 108 1 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X DISTRICT XI HUMAN RESOURCE COUNCIL 4067283710 1801 S HIGGINS MISSOULA MT 59801 CINDY WULFEKUHLE BOARD MEMBER 1.00 X 0 0 0 DAVE DONKLE BOARD MEMBER 1.00 X 0 0 0 LARRY DEGARMO BOARD MEMBER 1.00 X 0 0 0 RON OSBORN BOARD MEMBER 1.00 X 0 0 0 JOE LOOS CHAIRMAN 2.00 X X 0 0 0 BILLYE ANN BRICKER SECRETARY/TREASURER 1.00 X X 0 0 0 MICHELE LANDQUIST BOARD MEMBER (VICE-CHAIR) 1.00 X X 0 0 0 JR IMAN BOARD MEMBER 1.00 X 0 0 0 GISELE FORREST BOARD MEMBER 1.00 X 0 0 0 NICOLE ROWLEY BOARD MEMBER 1.00 X 0 0 0 SHARON ALEXANDER BOARD MEMBER 1.00 X 0 0 0 LAURIE JOHNSTON BOARD MEMBER 1.00 X 0 0 0 LEAH DEERING BOARD MEMBER 1.00 X 0 0 0 LOUISE KOLPPA BOARD MEMBER (RESIGNED 12/2015) 1.00 X 0 0 0 KATHY MANY HIDES BOARD MEMBER (RESIGNED 12/2015) 1.00 X 0 0 0 JERI DRAKE BOARD MEMBER (RESIGNED 12/2015) 1.00 X 0 0 0 DUANE SIMONS BOARD MEMBER (RESIGNED 12/2015) 1.00 X 0 0 0 RUTH DECKER-BURKE FISCAL OFFICER 40.00 X 57419 0 29876 JAMES MORTON EXECUTIVE DIRECTOR/CEO 40.00 X 90465 0 20330 147884 0 50206 0 0 0 0 0 4736016 13754 4749770 REPYMT ON HSG LOANS, A 624200 202758 202758 FEES FOR SERVICES 624200 156796 156796 ENERGY CONSERVATION FE 624100 4855 4855 OTHER PROGRAM REVENUE 624200 1775 1775 366184 895 895 MISCELLANEOUS 900099 22328 22328 22328 5139177 388512 0 895 76153 76153 2482756 2482756 1213099 1044289 168810 401637 355187 46450 192713 167628 25085 67075 66683 392 23350 23350 90796 75317 15479 4297 4097 200 82810 63318 19492 251314 205915 45399 51214 48569 2645 6538 4632 1906 45525 44089 1436 61771 48273 13498 ALLOWANCE FOR POTENTIAL 117920 117920 TELEPHONE 35795 33110 2685 DUES AND SUBSCRIPTIONS 31703 19330 12373 VEHICLE 24151 16841 7310 18565 6187 12378 5279182 4880294 398888 0 2768884 3027185 69152 69184 508556 520832 35187 19149 7938184 7684297 0 28622 79654 1343800 1016988 295655 326812 1740568 1740568 13384808 13467681 781621 1044190 35471 0 1624992 1545016 2442084 2589206 X 12123259 11949757 343896 377391 -1524431 -1448673 10942724 10878475 13384808 13467681 X -140005 75756 X X 0 1 X 1 1 1 X 4612273 4083360 3801375 3544069 4749770 20790847 2400 2400 2400 2400 2400 12000 4614673 4085760 3803775 3546469 4752170 20802847 20802847 2436 1779 1274 816 895 7200 20810047 2093255 0.99970 0.99960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 212750 212750 313375 296261 17114 223593 216133 7460 594082 504594 89488 326812 INVESTMENTS IN SUBSIDIARIES 1740568 C 1740568 RECAPTURED FUNDS PAYABLE 1545016 1545016 PART XI, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS INCLUDED IN CONSOLIDATED AUDIT FOR SUBSIDIARIES PART XII, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS INCLUDED IN CONSOLIDATED AUDIT FOR SUBSIDIARIES 1 LITERACY BITTERROOT 316 N THIRD ST HAMILTON MT 59840 810478575 501(C)(3) 5940 ASSISTANCE WITH PROJECT COSTS MISSOULA COUNTY PUBLIC SCHOOLS 215 SOUTH SIXTH STREET WEST MISSOULA MT 59801 810504312 501(C)(3) 6000 NATIVE AMERICAN EDUCATION PROGRAM MISSOULA FOOD BANK 219 SOUTH 3RD WEST MISSOULA MT 59801 810414143 501(C)(3) 11750 ASSISTANCE WITH PROJECT COSTS POVERELLO CENTER INC PO BOX 7644 MISSOULA MT 59807 237439391 501(C)(3) 6160 EMERGENCY FOOD AND SHELTER GRANTS YWCA OF MISSOULA 1130 W BROADWAY MISSOULA MT 59802 810245851 501(C)(3) 8750 EMERGENCY FOOD AND SHELTER GRANTS SALVATION ARMY 355 S RUSSELL ST MISSOULA MT 59801 941156347 501(C)(3) 19009 EMERGENCY FOOD & SHELTER GRANT VVA BITTERROOT CHAPTER #938 PO BOX 1391 HAMILTON MT 59840 861100582 501(C)(19) 7279 ASSISTANCE WITH PROJECT COSTS YOUTH HOMES INC 550 N CALIFORNIA ST MISSOULA MT 59802 810331313 501(C)(3) 5673 EMERGENCY FOOD & SHELTER GRANT 7 ENERGY CONSERVATION MEASURES 196 666547 COST SEE PART IV ENERGY BILL ASSISTANCE 3833 590115 COST SEE PART IV PAID JOB EXPERIENCES 64 125943 COST SEE PART IV RENT, EMERGENCY SHELTER, AND BASIC NEEDS COSTS 1275 186767 COST SEE PART IV HOME REHABILITATION 24 913384 COST REHABILITATION COSTS OF 24 UNIT RENT RESTRICTED PROPERTY 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 I, LINE 2: 196 FAMILIES RECEIVED ENERGY CONSERVATION MEASURES TO THEIR HOMES. ENERGY BILL ASSISTANCE - ENERGY BILL ASSISTANCE WAS PROVIDED TO LOWER INCOME HOUSEHOLD 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 ON T.A.N.F. 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 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 AMOUNT VALUED AT COST IS THE COST OF FOOD ONLY. EMERGENCY REPAIR/REPLACEMENT OF HEATING SYSTEM - FAMILIES FACING A LOSS OF THEIR HEATING DELIVERY SYSTEMS RECEIVED ASSISTANCE WITH REPAIRS OR REPLACEMENTS. 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 11 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 XI, LINE 9: GASB 68 PENSION ADJUSTMENT 75,756. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM THE PRIOR YEAR REGARDING THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. HRC COTTAGES INC 1801 S HIGGINS MISSOULA MT 59801 810521301 MANAGEMENT OF RENTAL PROPERTIES FOR LOW-INCOME INDIVIDUALS MT 501(C)(3) 9 N/A 0 DISTRICT XI HRC VEBA INC 1801 S HIGGINS MISSOULA MT 59801 363686156 MANAGE EMPLOYEE BENEFITS MT 501(C)(9) N/A 0 HRC PROPERTIES INC 1801 S HIGGINS MISSOULA MT 59801 810516735 REAL ESTATE HOLDING AND MANAGEMENT MT 501(C)(2) 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 LP 1801 S HIGGINS MISSOULA MT 59801 810519859 24 UNIT TAX CREDIT RENTAL HOUSING MT N/A N/A 0 0 HAMILTON AFFORDABLE HOUSING LP 1801 S HIGGINS MISSOULA MT 59801 364712954 LOW INCOME HOUSING MT N/A SUPERIOR COMMONS LP 619 SW HIGGINS MISSOULA MT 59801 264823159 LOW INCOME HOUSING MT N/A ASPEN PLACE LLLP 1801 S HIGGINS MISSOULA MT 59801 300791985 LOW INCOME HOUSING MT N/A N/A 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 HRC PROPERTIES INC K 193718 CASH DISTRICT XI HRC VEBA INC R 282277 CASH HRC COTTAGES INC K 4800 CASH HRC PROPERTIES INC P 23603 CASH HRC COTTAGES INC P 7606 CASH HAMILTON AFFORDABLE HOUSING B 882676 CASH