2015-05-12T12:13:41-05:00 2014-06-30 810348775 JUNKERMIERCLARKCAMPANELLASTEVENS PC PO BOX 16237 MISSOULA MT 59808 990 2013-07-01 810332017 DISTRICT XI HUMAN RESOURCE COUNCIL INC DIST 4067283710 1801 S HIGGINS MISSOULA MT 59801 JIM MORTON EXECUTIVE DIRECTOR 4067283710 2015-05-07 1 JAMES V GALIPEAU CPA P00087309 4065494148 2013 2016-03-07 17:11:31Z JIM MORTON 1801 S HIGGINS MISSOULA MT 59801 4177458 0 X HTTP://WWW.HRCXI.ORG X 1965 MT ADVOCATE FOR LOW-INCOME,PUBLIC BENEFIT CORPORATION 15 15 82 0 0 0 4083360 3801375 550343 361865 1829 1274 1975 12944 4637507 4177458 2376032 1467606 0 0 1884510 1838988 0 0 0 1380225 824010 5640767 4130604 -1003260 46854 13214587 13245070 845818 829447 12368769 12415623 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 2361037 1172327 4631 HUMAN SERVICES MULTIPURPOSE: ENERGY CONSERVATION/ENERGY ASSISTANCE: 4,468 APPLICATIONS FOR ASSISTANCE WITH HEATING COSTS AND WEATHERIZATION WERE PROCESSED. 4,107 HOUSEHOLDS RECEIVED ASSISTANCE WITH THEIR HEATING COSTS. 431 HOUSEHOLDS FACING A LOSS OF HEAT WERE ASSISTED. 200 HOMES WERE PROVIDED WITH CONSERVATION MEASURES, RESULTING IN DECREASED ENERGY CONSUMPTION. 146 HOUSEHOLDS WHOSE HEATING DELIVERY SYSTEM FAILED WERE ASSISTED BY REPLACEMENT OR REPAIR OF A PRIMARY HEATING APPLIANCE. 777982 259827 15204 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 7,559 CALLERS ON THE 211 PHONE LINE. WORKING IN CONJUNCTION WITH LOCAL RELIGIOUS AND CHARITABLE ORGANIZATIONS, 211 PROVIDED DIRECT, EMERGENCY FINANCIAL ASSISTANCE TO 509 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. 890 LUNCHES FOR COMMUNITY SERVICE/HOMELESSNESS (CONTINUED): CHILDREN UNDER AGE 19 WERE PROVIDED DURING THE SUMMER LUNCH PROGRAM IN MINERAL COUNTY. THROUGH PARTICIPATION IN A HRC PROGRAM, 11 DISABLED PERSONS WERE APPROVED FOR SOCIAL SECURITY DISABILITY (SSI). THROUGH THE EFFORTS OF HRC STAFF, $54,939 WAS REPAID TO MISSOULA COUNTY FROM SSI FOR THE COUNTY'S PROGRAM THAT ASSISTS DISABLED PERSONS. 269719 342743 HOUSING, SHELTER: HOUSING: CONSTRUCTION, FINANCING, AND MANAGING LOW-INCOME HOUSING FOR PURCHASE OR RENT. HRC SERVED 17 HOUSEHOLDS BY LOANING THEM DOWN PAYMENT ASSISTANCE, ENABLING THE HOUSEHOLDS TO PURCHASE THEIR FIRST HOME. IN THE SECTION 8 PROGRAM, 357 VOUCHERS ALLOWED FAMILIES ACCESS TO SAFE, AFFORDABLE RENTAL HOUSING. 4 LOWER INCOME HOUSEHOLDS WHOSE HOME WAS FACING DETERIORATING CONDITIONS WERE ASSISTED WITH LOANS TO MAKE NECESSARY REPAIRS. 8 LOWER INCOME HOUSEHOLDS WERE PROVIDED MAJOR REHABILITATION TO THEIR RENTAL UNITS IN RAVALLI COUNTY. 350138 35452 12231 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. 54 YOUTH SUCCESSFULLY COMPLETED TRAINING, ACHIEVED EMPLOYMENT OR EDUCATIONAL BENCHMARKS. 30 ADULTS PER MONTH AVERAGE ENROLLED. AN AVERAGE OF 31 PER MONTH HAVE AN APPROVED EMPLOYABILITY PLAN THAT PROVIDES GUIDANCE AND DIRECTION TOWARD OBTAINING EMPLOYMENT. 261 YOUTH ATTENDED WORKSHOPS OFFERED BY HRC. 350138 35452 12231 3758876 1 1 0 1 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 63 0 82 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 KATHY MANY HIDES BOARD MEMBER 1.00 X 0 0 0 DAVE DONKLE VICE PRESIDENT 1.00 X X 0 0 0 LOUISE KOLPPA BOARD MEMBER 2.00 X 0 0 0 LARRY DEGARMO BOARD MEMBER 1.00 X 0 0 0 LEON STALCUP CHAIRMAN 2.00 X X 0 0 0 MORRIS MITTENESS BOARD MEMBER 1.00 X 0 0 0 RON OSBORN BOARD MEMBER 1.00 X 0 0 0 LAURIE JOHNSTON BOARD MEMBER 1.00 X 0 0 0 BILLYE ANN BRICKER SECRETARY/TREASURER 1.00 X X 0 0 0 MURIEL MEAD BOARD MEMBER 1.00 X 0 0 0 MICHELE LANDQUIST BOARD MEMBER 1.00 X 0 0 0 LEAH DEERING BOARD MEMBER 1.00 X 0 0 0 JR IMAN BOARD MEMBER 1.00 X 0 0 0 JOE LOOS BOARD MEMBER 1.00 X 0 0 0 JERI DRAKE BOARD MEMBER 1.00 X 0 0 0 RUTH DECKER-BURKE FISCAL OFFICER 40.00 X 54962 0 31333 JAMES MORTON EXECUTIVE DIRECTOR/CEO 40.00 X 111209 0 25681 166171 0 57014 1 0 0 0 0 3748075 53300 3801375 REPYMT ON HSG LOANS, A 624200 185157 185157 FEES FOR SERVICES 624200 172721 172721 ENERGY CONSERVATION FE 624100 3987 3987 361865 1274 1274 MISCELLANEOUS 900099 12944 12944 12944 4177458 374809 0 1274 79575 79575 1388031 1388031 1247026 1084939 162087 98185 88900 9285 296845 268775 28070 196932 171153 25779 30163 26967 3196 24452 7 24445 103677 88429 15248 5946 5570 376 76978 64139 12839 285588 236093 49495 25872 24384 1488 6734 5107 1627 48573 45199 3374 63798 57378 6420 ALLOWANCE FOR POTENTIAL 39385 39385 TELEPHONE 37631 35626 2005 DUES AND SUBSCRIPTIONS 29509 16816 12693 VEHICLE 27452 24884 2568 18252 7519 10733 4130604 3758876 371728 0 9891 42691 2346701 2628318 677229 387823 48134 32123 7834654 7987940 2451 2341 655 2611 1334324 1006844 376054 327480 1918818 1833743 13214587 13245070 322678 314929 22501 27840 500639 486678 845818 829447 X 11906611 11953465 462158 462158 0 0 12368769 12415623 13214587 13245070 46854 0 X 0 1 X 1 1 1 X 6737662 6145096 4612273 4083360 3801375 25379766 2400 2400 2400 2400 2400 12000 6740062 6147496 4614673 4085760 3803775 25391766 25391766 6388 2531 2436 1779 1274 14408 25406174 2324843 0.99940 0.99840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 454682 454682 682023 338 338 113671 113671 170507 212750 212750 313375 294461 18914 225842 212708 13134 582357 499675 82682 327480 INVESTMENTS IN SUBSIDIARIES 1833743 C 1833743 RECAPTURED FUNDS PAYABLE 486678 486678 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 POVERELLO CENTER INC PO BOX 7644 MISSOULA MT 59807 237439391 501(C)(3) 7195 EMERGENCY FOOD AND SHELTER GRANTS SAFE INC PO BOX 534 HAMILTON MT 59840 810460023 501(C)(3) 6454 EMERGENCY FOOD AND SHELTER GRANTS YWCA OF MISSOULA 1130 W BROADWAY MISSOULA MT 59802 810245851 501(C)(3) 16298 EMERGENCY FOOD AND SHELTER GRANTS MISSOULA FOOD BANK 219 SOUTH 3RD WEST MISSOULA MT 59801 810414143 501(C)(3) 15274 EMERGENCY FOOD & SHELTER GRANT VVA BITTERROOT CHAPTER #938 PO BOX 1391 HAMILTON MT 59840 861100582 501(C)(19) 5976 ASSISTANCE WITH PROJECT COSTS SALVATION ARMY 339 W BROADWAY ST MISSOULA MT 59802 941156347 11817 EMERGENCY FOOD AND SHELTER GRANTS AND ASSISTANCE WITH PROJECT COSTS LITERACY BITTERROOT 316 N THIRD ST HAMILTON MT 59840 810478575 501(C)(3) 5532 ASSISTANCE WITH PROJECT COSTS ENERGY CONSERVATION & EMERGENCY MEASURES 200 896381 COST SEE PART IV ENERGY BILL ASSISTANCE 4107 275945 COST SEE PART IV PAID JOB EXPERIENCES 84 35452 COST SEE PART IV IAP 168 HUD25 FEMA11150 11343 180217 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: ENERGY CONSERVATION & EMERGENCY MEASURES - ENERGY CONSERVATION MEASURES 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. 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 HRC COTTAGES INC 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 MT N/A SUPERIOR COMMONS LP 619 SW HIGGINS MISSOULA MT 59803 264823159 TAX CREDIT RENTAL HOUSING MT N/A 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 HRC PROPERTIES INC K 202521 CASH DISTRICT XI HRC VEBA INC R 258018 CASH HRC COTTAGES INC R 100 CASH HRC PROPERTIES INC Q 85000 CASH