2011-05-16T12:20:07-05:00 2010-06-30 JUNKERMIERCLARKCAMPANELLASTEVENS PC PO BOX 16237 MISSOULA MT 59808 990 2009-07-01 810332017 DISTRICT XI HUMAN RESOURCE COUNCIL INC DIST 4067283710 1801 S HIGGINS MISSOULA MT 59801 JIM MORTON 4067283710 2011-05-12 1 James V Galipeau CPA 4065494148 2009 2016-02-24 21:20:13Z JIM MORTON 1801 S HIGGINS MISSOULA MT 59801 7295474 0 X HTTP://WWW.HRCXI.ORG X 1965 MT ADVOCATE FOR LOW-INCOME,PUBLIC BENEFIT CORPORATION 15 15 162 20 0 0 4408748 6737661 198994 549245 19660 6388 948 2180 4628350 7295474 1479142 3261408 0 1567419 1947763 0 0 883514 1023002 3930075 6232173 698275 1063301 12346215 13734790 389062 584355 11957153 13150435 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 1404677 478076 8998 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. Provide emergency food and lodging to low income and homeless people, including children. 1,330 breakfast and lunch meals for children under age 19 were provided during the summer lunch program in Mineral County. 13,056 meals were provided, in collaboration with homeless shelters and food banks, to homeless individuals. During participation in a HRC program, 36 disabled persons were approved for social security disability (SSI). In collaboration with partners, 31,452 nights stay in emergency housing were provided to homeless adults and children. Provided appropriate info and assistance to 7160 callers on the 211 phone line. Through the efforts of HRC staff, $88,249 was repaid to Missoula County from SSI for the county's program that assists disabled persons. 215 Families received emergency rental assistance. 24 households received assistance with their mortgage payment. 3433240 25074 Human Services Multipurpose: Energy Conservation/energy Assistance: 5,600 applications for assistance with heating costs and weatherization were processed. 4,956 households received assistance with their heating costs. 381 households facing a loss of heat were assisted. 374 homes were assisted resulting in a decrease in their energy consumption. 234 households whose heating delivery system failed were assisted by replacement or repair of a primary heating appliance. 4 wood stoves in lower income households were replaced under an Environmental Protection Agency Program. 2 clients received an energy efficient refrigerator to reduce their energy costs. 704948 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. 153 youth successfully completed training, achieved employment or educational benchmarks. 92 adults enrolled have an approved employability plan that provides guidance and direction toward obtaining employment. 279737 515173 Housing, Shelter: Housing: Construction, financing, and managing low-income housing for purchase or rent. HRC served 27 households by loaning them down payment assistance, enabling the households to purchase their first home. In the Section 8 Program, 367 vouchers allowed families access to safe affordable rental housing. 24 privately owned rentals were subsidized and reserved for use by households experiencing low income. 15 lower income households whose home was facing deteriorating conditions were assisted with loans to make necessary repairs. 279737 515173 5822602 1 1 0 1 0 0 0 0 0 1 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 1 0 1 47 0 162 1 0 0 0 0 0 0 0 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 1.00 X 0 0 0 CHARLIE WELLENSTEIN 1.00 X 0 0 0 DAVE DONKLE 1.00 X X 0 0 0 JUDY STANG 2.00 X 0 0 0 LARRY DEGARMO 1.00 X 0 0 0 LEON STALCUP 2.00 X X 0 0 0 MORRIS MITTENESS 1.00 X 0 0 0 RON OSBORN 1.00 X 0 0 0 VALERIE FOREST 1.00 X 0 0 0 BILLYE ANN BRICKER 1.00 X X 0 0 0 DENNIS DANEKE 1.00 X 0 0 0 michele landquist 1.00 X 0 0 0 clark conrow 1.00 X 0 0 0 michele thompson 1.00 X 0 0 0 jr iman 1.00 X 0 0 0 RUTH DECKER-BURKE 40.00 X 53871 0 20532 JAMES MORTON 40.00 X 84132 0 13766 138003 0 34298 0 0 0 0 0 6698554 39107 6737661 REPYMT ON HSG LOANS, A 624200 378093 378093 fees for services 624200 137080 137080 ENERGY CONSERVATION FE 624100 25074 25074 8998 8998 549245 6388 6388 REIMBURSEMENTS FOR COP 900099 2180 2180 2180 7295474 551425 0 6388 478076 478076 2783332 2783332 176329 176329 1270513 1248800 21713 60751 60751 207054 205282 1772 233116 215320 17796 16285 7785 8500 9688 7777 1911 22121 821 21300 169838 147569 22269 8137 7087 1050 151630 125941 25689 283458 232135 51323 31081 27578 3503 8170 7425 745 52 52 94521 80596 13925 50400 41464 8936 ALLOWANCE FOR POTENTIAL 51126 51126 vehicle 41287 38163 3124 telephone 39238 35654 3584 dues and subscriptions 25803 12972 12831 MISCELLANEOUS 12248 584 11664 7919 6364 1555 6232173 5822602 409571 0 30000 53876 2845739 3048711 579252 690503 4780 15364 6689310 7690219 1300 1138227 859965 339704 278262 1856130 1957855 12346215 13734790 373814 547255 11283 37100 3965 389062 584355 X 11491799 12714919 234482 435516 230872 0 11957153 13150435 12346215 13734790 X 0 1 1 X 1 1 X 4147945 3570712 3781854 4407296 6737662 22645469 2400 2400 2400 2400 2400 12000 4150345 3573112 3784254 4409696 6740062 22657469 22657469 21632 50359 48189 19660 6388 146228 22803697 1987448 0.99360 0.97930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2450 2450 2450 5817868 5820318 441016 110254 0 0 316524 346584 441016 1104124 1656186 1561 700 2450 4711 79131 86646 110254 276031 414047 1561 1561 Part I-A, Line 1: Organizations Direct and Indirect Political Campaign Activities: Contributions to NCAF and MT HRDC Director's association 82750 82750 309267 215792 93475 746210 644173 102037 278262 Investments in subsidiaries 1824014 C houses held for resale to income qualified clients 133841 C 1957855 7295474 6232173 1063301 129981 129981 1193282 7957304 661830 661830 7295474 0 7295474 6944343 712170 712170 6232173 0 6232173 Part XI, Line 8 - Other Adjustments: rounding transfer from HRC Development adjustments to revenues and expenses reflect the transactions of subsidiaries which file separate Form 990s. 1 POVERELLO PO BOX 7644 MISSOULA MT 59807 46392 EMERGENCY FOOD AND SHELTER GRANTS SAFE PO BOX 534 HAMILTON MT 59840 24184 EMERGENCY FOOD AND SHELTER GRANTS YWCA 1130 W BROADWAY MISSOULA MT 59802 86121 EMERGENCY FOOD AND SHELTER GRANTS MINERAL CO HOSPITAL 1208 6TH AVE E SUPERIOR MT 59872 75000 LOW INCOME MEDICAL PMT ASSISTANCE SAPPHIRE COMMUNITY HEALTH 303 N 3RD ST HAMILTON MT 59847 171925 LOW INCOME MEDICAL ASSISTANCE WATSON CHILDREN'S SHELTER 2901 FORT MISSOULA RD MISSOULA MT 59804 6270 EMERGENCY FOOD & SHELTER GRANT YOUTH HOMES 550 N CALIFORNIA ST MISSOULA MT 59802 56076 EMERGENCY FOOD & SHELTER GRANT 7 0 EMERGENCY FOOD AND LunchES for Children 14386 41036 Cost see Part IV HOUSING FOR PEOPLE EXPERIENCING LOWER-INCOMES 451 10000 8604 Cost See part iv. Energy conservation measures 614 1774234 COST see part iv Emergency food to low income people and people experiencing homelessness. see part iv Energy bill assistance 5337 290449 see part iv Households whose heating delivery system failed were assisted with a repair or replacement. see part iv see part iv Cash Incentives/PAID JOB EXPERIENCES FOR YOUTH 153 286506 40390 Cost see part iv Youth and adults from households experiencing low income are provided a paid job experience in the community. RENT AND BASIC NEEDS COSTS 31703 332113 COST see part iv Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, 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. Other Information: Part IV: Lunch for children - 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. hOUSING FOR PEOPLE EXPERIENCING LOWER INCOMES - Housing development costs including relocation costs, related to a 24 unit tax credit project, and emergency housing for homeless individuals. Energy conservation 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. cash incentives - Incentives paid to youth for accomplishing established goals in the process of obtaining long-term employment. rent, EMERGENCY SHELTER, and basic needs costs - INDIVIDUALS EXPERIENCING LOWER INCOMES OR HOMELESSNESS WERE ASSISTED WITH RENT PAYMENTS AND PROVIDED EMERGENCY SHELTER. Individuals awaiting social security disability determinations were assisted with their rent and basic needs costs. 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 OR 5 RECIPIENTS. 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 19 Current year 990 is posted on the organization's website; governing documents, conflict of interest policy, and financial statements 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 district xi hrc veba inc 1801 s higgins missoula MT 59801 363686156 manage employee benefits MT 501(c)(9) N/A hrc properties inc 1801 s higgins missoula MT 59801 810516735 real estate holding and management MT 501(c)(2) N/A hrc development inc 1801 s higgins missoula MT 59801 810516736 purchase and develop low-income housing MT 501(c)(3) 9 N/A 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 hamilton affordable housing LP 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 1 0 0 1 1 1 1 1 0 hrc properties inc J 303186 district xi hrc veba inc Q 300823 hrc properties inc D 128270