2016-05-16T16:31:19-05:00 2015-06-30 810348775 JUNKERMIERCLARKCAMPANELLASTEVENS PC PO BOX 16237 MISSOULA MT 59808 990 2014-07-01 810332017 DISTRICT XI HUMAN RESOURCE COUNCIL INC DIST 4067283710 1801 S HIGGINS MISSOULA MT 59801 JIM MORTON EXECUTIVE DIRECTOR 4067283710 2016-05-16 1 JAMES V GALIPEAU CPA P00087309 4065494148 2014 2016-08-17 19:52:53Z JIM MORTON 1801 S HIGGINS MISSOULA MT 59801 3894396 0 X HTTP://WWW.HRCXI.ORG X 1965 MT ADVOCATE FOR LOW-INCOME,PUBLIC BENEFIT CORPORATION 15 15 96 57 0 0 3801375 3544069 361865 348254 1274 816 12944 1257 4177458 3894396 1467606 1288756 0 0 1838988 1799480 0 0 0 824010 754628 4130604 3842864 46854 51532 13245070 13384808 829447 2442084 12415623 10942724 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 1996975 951535 6244 HUMAN SERVICES MULTIPURPOSE: ENERGY CONSERVATION/ENERGY ASSISTANCE: 4,317 APPLICATIONS FOR ASSISTANCE WITH HEATING COSTS AND WEATHERIZATION WERE PROCESSED. 4,012 HOUSEHOLDS RECEIVED ASSISTANCE WITH THEIR HEATING COSTS. 450 HOUSEHOLDS FACING A LOSS OF RESIDENTIAL ELECTRICITY WERE ASSISTED. 281 HOMES WERE PROVIDED WITH CONSERVATION MEASURES, RESULTING IN DECREASED ENERGY CONSUMPTION. 350 HOUSEHOLDS WHOSE PRIMARY HEATING DELIVERY SYSTEM FAILED WERE ASSISTED BY REPLACEMENT OR REPAIR. 804745 248319 0 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 6,455 CALLERS ON THE 211 PHONE LINE. WORKING IN CONJUNCTION WITH LOCAL RELIGIOUS AND CHARITABLE ORGANIZATIONS, 211 PROVIDED DIRECT, EMERGENCY FINANCIAL ASSISTANCE TO 341 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. 922 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, $122,895 WAS REPAID TO MISSOULA COUNTY FROM SSI FOR THE COUNTY'S PROGRAM THAT ASSISTS DISABLED PERSONS. 265170 16995 342128 HOUSING, SHELTER: HOUSING: CONSTRUCTION, FINANCING, AND MANAGING LOW-INCOME HOUSING FOR PURCHASE OR RENT. HRC SERVED 10 HOUSEHOLDS BY LOANING THEM DOWN PAYMENT ASSISTANCE, ENABLING THE HOUSEHOLDS TO PURCHASE THEIR FIRST HOME. IN THE SECTION 8 PROGRAM, 359 VOUCHERS ALLOWED FAMILIES ACCESS TO SAFE, AFFORDABLE RENTAL HOUSING. 16 LOWER INCOME HOUSEHOLDS WERE PROVIDED MAJOR REHABILITATION TO THEIR RENTAL UNITS IN MINERAL COUNTY. 401122 71907 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. 43 YOUTH SUCCESSFULLY COMPLETED TRAINING, ACHIEVED EMPLOYMENT OR EDUCATIONAL BENCHMARKS. 30 ADULTS PER MONTH AVERAGE ENROLLED. AN AVERAGE OF 30 PER MONTH HAVE AN APPROVED EMPLOYABILITY PLAN THAT PROVIDES GUIDANCE AND DIRECTION TOWARD OBTAINING EMPLOYMENT. 210 YOUTH ATTENDED WORKSHOPS OFFERED BY HRC. 401122 71907 3468012 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 64 0 96 1 0 0 0 0 0 0 0 0 X 15 15 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 CHAIRMAN 2.00 X X 0 0 0 RON OSBORN BOARD MEMBER 1.00 X 0 0 0 BILLYE ANN BRICKER SECRETARY/TREASURER 1.00 X X 0 0 0 MICHELE LANDQUIST BOARD MEMBER 1.00 X 0 0 0 JR IMAN BOARD MEMBER 1.00 X 0 0 0 JOE LOOS VICE CHAIRMAN 1.00 X X 0 0 0 LOUISE KOLPPA BOARD MEMBER 1.00 X 0 0 0 KATHY MANY HIDES BOARD MEMBER 1.00 X 0 0 0 LEAH DEERING BOARD MEMBER 1.00 X 0 0 0 SHARON ALEXANDER BOARD MEMBER 1.00 X 0 0 0 JERI DRAKE BOARD MEMBER 1.00 X 0 0 0 NICOLE ROWLEY BOARD MEMBER 1.00 X 0 0 0 DUANE SIMONS BOARD MEMBER 1.00 X 0 0 0 MICHELE LANDQUIST BOARD MEMBER 1.00 X 0 0 0 LAURIE JOHNSTON BOARD MEMBER 1.00 X 0 0 0 RUTH DECKER-BURKE FISCAL OFFICER 40.00 X 54198 0 32675 JAMES MORTON EXECUTIVE DIRECTOR/CEO 40.00 X 91860 0 26395 146058 0 59070 0 0 0 0 0 3515890 28179 3544069 REPYMT ON HSG LOANS, A 624200 190358 190358 FEES FOR SERVICES 624200 153277 153277 ENERGY CONSERVATION FE 624100 2819 2819 OTHER PROGRAM REVENUE 624200 1800 1800 348254 816 816 MISCELLANEOUS 900099 1257 1257 1257 3894396 349511 0 816 41009 41009 1247747 1247747 1211639 1050722 160917 404989 355658 49331 182852 164684 18168 1706 1706 26350 26350 112365 99303 13062 5139 4590 549 58462 47445 11017 277498 233809 43689 52948 49310 3638 10804 4690 6114 44024 40271 3753 52020 40261 11759 TELEPHONE 36701 34114 2587 VEHICLE 23028 19117 3911 DUES AND SUBSCRIPTIONS 22968 14161 8807 ALLOWANCE FOR POTENTIAL 12743 12743 17872 8378 9494 3842864 3468012 374852 0 42691 69152 2628318 2768884 387823 508556 32123 35187 7987940 7938184 2341 0 2611 28622 1332075 1036420 327480 295655 1833743 1740568 13245070 13384808 314929 781621 27840 35471 486678 1624992 829447 2442084 X 11953465 12123259 462158 343896 0 -1524431 12415623 10942724 13245070 13384808 51532 -1524431 0 X 0 1 X 1 1 1 X 6145096 4612273 4083360 3801375 3544069 22186173 2400 2400 2400 2400 2400 12000 6147496 4614673 4085760 3803775 3546469 22198173 22198173 2531 2436 1779 1274 816 8836 22207009 2122926 0.99960 0.99930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 212750 212750 313375 295361 18014 223593 206502 17091 582357 534557 47800 295655 INVESTMENTS IN SUBSIDIARIES 1740568 C 1740568 RECAPTURED FUNDS PAYABLE 1624992 1624992 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 VVA BITTERROOT CHAPTER #938 PO BOX 1391 HAMILTON MT 59840 861100582 501(C)(19) 6229 ASSISTANCE WITH PROJECT COSTS LITERACY BITTERROOT 316 N THIRD ST HAMILTON MT 59840 810478575 501(C)(3) 5903 ASSISTANCE WITH PROJECT COSTS ENERGY CONSERVATION MEASURES 882 522757 COST SEE PART IV ENERGY BILL ASSISTANCE 13555 268834 COST SEE PART IV PAID JOB EXPERIENCES 73 71907 COST SEE PART IV RENT, FOOD, AND BASIC NEEDS COSTS 6455 224305 COST SEE PART IV EMERGENCY REPAIR/REPLACEMENT OF HEATING SYSTEM 350 159944 COST SEE PART IV 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: PERFORMED ON LOWER INCOME HOUSEHOLDS TO REDUCE HOUSEHOLD ENERGY COSTS. 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 TANF 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 ARE AVAILABLE UPON REQUEST. 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 HRC TWO RIVERS LLC 1801 S HIGGINS MISSOULA MT 59801 453680549 PARTNER IN LOW-INCOME HOUSING PROJECTS MT 0 HRC SUPERIOR COMMONS LLC 619 SW HIGGINS MISSOULA MT 59803 274536389 PARTNER IN LOW-INCOME HOUSING PROJECTS MT HRC COTTAGES INC 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 TWO RIVERS APARTMENTS LLLP 1801 S HIGGINS MISSOULA MT 59801 364712954 LOW INCOME HOUSING MT N/A SUPERIOR COMMONS LP 619 SW HIGGINS MISSOULA MT 59803 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 217536 CASH DISTRICT XI HRC VEBA INC R 254808 CASH HRC COTTAGES INC K 4800 CASH HRC PROPERTIES INC Q 93175 CASH HRC COTTAGES INC B 16995 CASH