2026-05-15T11:38:23-05:00 2025-06-30 810348775 JUNKERMIERCLARKCAMPANELLASTEVENS PC 321 W BROADWAY 4TH FLOOR MISSOULA MT 59802 990 2024-07-01 810332017 DISTRICT XI HUMAN RESOURCE COUNCIL INC DIST 4067283710 1801 S HIGGINS MISSOULA MT 59801 JOE LOOS BOARD CHAIR 4067283710 2026-05-15 1 0 TONY VANORNY P00662403 4065494148 2026-05-15 2024 2025-03-06 01:10:19Z JOE LOOS 1801 S HIGGINS MISSOULA MT 59801 7278140 0 X HTTPS://HUMANRESOURCECOUNCIL.ORG/ X 1965 MT ADVOCATE FOR LOW-INCOME,PUBLIC BENEFIT CORPORATION 9 9 87 14 0 0 5058451 5794814 1123067 1248913 187817 232498 15533 1915 6384868 7278140 2073101 1975429 0 0 2935995 2900160 0 0 0 1061800 1497611 6070896 6373200 313972 904940 19462691 20626672 2950687 3247838 16512004 17378834 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 2925611 1069534 1174 HUMAN SERVICES MULTIPURPOSE: ENERGY CONSERVATION/ENERGY BILL ASSISTANCE: 3,487 PARTICIPANT APPLICATIONS FOR ASSISTANCE WITH HEATING COSTS AND WEATHERIZATION WERE PROCESSED. 3,004 HOUSEHOLDS RECEIVED ASSISTANCE WITH THEIR HEATING BILL COSTS. 511 PARTICIPANTS FACING A LOSS OF RESIDENTIAL BASE LOAD OR HEATING FUEL WERE ASSISTED. 28 PARTICIPANTS WERE PROVIDED WITH CONSERVATION MEASURES, RESULTING IN DECREASED ENERGY CONSUMPTION. 166 PARTICIPANTS WHOSE HOUSEHOLD AND PRIMARY HOME WATER HEATING AND OR SPACE HEATING SYSTEMS NEEDING EMERGENCY SAFETY MODIFICATIONS WERE ASSISTED BY REPLACEMENT OR REPAIR. 104 HOUSEHOLDS RECEIVED ASSISTANCE WITH THEIR WATER BILL COSTS. 1059980 431288 376695 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 4,503 CALLERS ON THE 211 PHONE LINE. WORKING IN CONJUNCTION WITH LOCAL RELIGIOUS AND CHARITABLE ORGANIZATIONS, 211 PROVIDED DIRECT, EMERGENCY FINANCIAL ASSISTANCE TO 303 HOUSEHOLDS WITH NEEDS SUCH AS FOOD, GAS, RENT, RENTAL DEPOSITS, UTILITY EXPENSES, PRESCRIPTION COSTS AND OTHER CRITICAL ITEMS LIKE IDS, DRIVER'S LICENSES, AND BIRTH CERTIFICATES. EMERGENCY FOOD AND LODGING WERE PROVIDED, IN COLLABORATION WITH HOMELESS SHELTERS AND FOOD BANKS, TO LOW INCOME AND HOMELESS PEOPLE, INCLUDING CHILDREN. 1,093 MEALS WERE SERVED. 1327524 291709 872959 HOUSING, SHELTER: HOUSING: CONSTRUCTION, FINANCING, AND MANAGING LOW-INCOME HOUSING FOR PURCHASE OR RENT. HRC PROVIDED DOWNPAYMENT LOAN ASSISTANCE TO THREE HOUSEHOLDS, ENABLING THE HOUSEHOLDS TO PURCHASE THEIR FIRST HOME. IN THE SECTION 8 PROGRAM, AN AVERAGE OF 428 VOUCHERS PER MONTH ALLOWED FAMILIES ACCESS TO SAFE, AFFORDABLE RENTAL HOUSING. THE YOUTH HOUSING DEMONSTRATION PROJECT ASSISTED 21 PARTICIPANTS WITH SAFE, AFFORDABLE RENTAL HOUSING. 578957 182898 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. 578957 182898 5892072 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 1 1 1 1 0 0 1 116 0 1 87 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X THE ORGANIZATION 4067283710 1801 S HIGGINS MISSOULA MT 59801 JOE LOOS CHAIR 2.00 0.50 X X 0 0 0 KENANI SOUZA-RESNER VICE CHAIR 1.00 X X 0 0 0 MICHELE LANDQUIST SECRETARY/TREASURER 1.00 0.50 X X 0 0 0 BILLYE ANN BRICKER BOARD MEMBER 1.00 X 0 0 0 JUANITA VERO BOARD MEMBER 1.00 X 0 0 0 DUANE SIMONS BOARD MEMBER 1.00 X 0 0 0 DAN HULS BOARD MEMBER 1.00 X 0 0 0 LARRY DEGARMO BOARD MEMBER 1.00 0.50 X 0 0 0 GISELE FORREST BOARD MEMBER 1.00 X 0 0 0 RUTH BURKE EXECUTIVE DIRECTOR 40.00 0.50 X 117243 0 22485 117243 0 22485 1 0 0 0 ANDERSON'S HEATING AND AC INC 3912 BROOKS ST MISSOULA MT 59804 FURNACE AND WATER HEATER REPLACEMENT AND 207400 AMERICAN HEATING AND COOLING 670 WHITTLE LANE STEVENSVILLE MT 59870 FURNACE AND WATER HEATER REPLACEMENT AND 186179 SENTINEL MECHANICAL PO BOX 4246 MISSOULA MT 59806 FURNACE AND WATER HEATER REPLACEMENT AND 183665 WESTERN INTERSTATE INC 7590 DESMET RD MISSOULA MT 59808 CONTRUCTION CONTRACTOR FOR MINERAL COUNT 102369 4 5787921 6893 5794814 FEES FOR SERVICES 624200 733010 733010 REPAYMENT ON HSG LOANS 624200 377512 377512 OTHER PROGRAM REVENUE 624200 138391 138391 1248913 232498 232498 MISCELLANEOUS 900099 1915 1915 1915 7278140 1250828 0 232498 182985 182985 1792444 1792444 149607 133587 16020 2023702 1786693 237009 175433 166577 8856 314080 298225 15855 237338 215659 21679 2970 2970 32900 29685 3215 352066 303872 48194 1533 1233 300 33521 29917 3604 189418 163974 25444 19645 18251 1394 246 246 168145 145559 22586 76376 54351 22025 MATERIALS AND SUPPLIES 426831 409172 17659 TRAINING 46206 44720 1486 VEHICLE EXPENSES 44056 41017 3039 TELEPHONE 40322 29931 10391 63376 41250 22126 6373200 5892072 481128 0 X 22070 19895 7365415 8137164 440190 800266 25292 25594 5874934 5931951 163248 225327 5612 6524 5426323 3644969 1788785 1781354 3447348 3179516 329797 519081 19462691 20626672 445338 525488 90244 86673 545107 538285 1869998 2097392 2950687 3247838 X 7604514 8309958 8907490 9068876 16512004 17378834 19462691 20626672 X 904940 -38110 X 0 1 X 1 1 1 X 4686145 5284327 5300894 5058451 5794814 26124631 4686145 5284327 5300894 5058451 5794814 26124631 26124631 519 8287 53138 187817 232498 482259 26606890 5001151 0.98190 0.98980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 959330 959330 1984259 1570871 413388 1351403 1090439 260964 319173 296925 22248 812158 686734 125424 1781354 DUE FROM HAMILTON AFFORDABLE HOUSING PARTNERSHIP 1018260 C DUE FROM HRC COTTAGES, INC. 1998727 C INVESTMENT IN HRC DEVELOPMENT, INC. 162529 C 3179516 NET PENSION LIABILITY 2061088 LEASE LIABILITY 36304 2097392 1 MISSOULA FOOD BANK 1720 WYOMING STREET MISSOULA MT 59801 810414143 501(C)(3) 7528 0 EMERGENCY FOOD AND SHELTER GRANTS MISSOULA COUNTY PUBLIC SCHOOLS 215 SOUTH SIXTH STREET WEST MISSOULA MT 59801 810504312 MISSOULA COUNTY 12000 0 NATIVE AMERICAN EDUCATION PROGRAM CITY OF MISSOULA 435 RYMAN STREET MISSOULA MT 59802 816001293 CITY OF MISSOULA 129654 0 HOMEBUYER ASSISTANCE AND REHAB RE-PAYMENTS HAVEN HOUSE PO BOX 1343 HAMILTON MT 59840 816001293 501(C)(3) 17607 0 RETURN OF CITY OF MISSOULA HOMEBUTER ASSISTANCE REPAYMENTS 3 ENERGY CONSERVATION MEASURES 115 815116 COST SEE PART IV ENERGY BILL ASSISTANCE 3004 254418 PAID JOB EXPERIENCES, EMPLOYMENT & EDUCATION 33 182898 RENT, EMERGENCY SHELTER, AND BASIC NEEDS COSTS 4662 540012 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: 59 HOUSEHOLDS (115 INDIVIDUALS) 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. 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 -38,110. HRC-MMR LLC 1801 S HIGGINS MISSOULA MT 59801 465346777 REDUCE RISK OF LITIGATED LOSS OF ASSETS NOT RELATED TO LITIGATION MT 222534 3046762 DISTRICT XI HRC INC HRC-RAVALLI PROPERTIES LLC 1801 S HIGGINS MISSOULA MT 59801 465342553 HOLDING COMPANY FOR PROPERTY MT 269865 1028098 DISTRICT XI HRC INC HRC-MISSOULA PROPERTIES LLC 1801 S HIGGINS MISSOULA MT 59801 465333416 HOLDING COMPANY FOR PROPERTY MT 14573 1632295 DISTRICT XI HRC INC HRC COTTAGES INC 1801 S HIGGINS MISSOULA MT 59801 810521301 OWN, OPERATE, AND MAINTAIN LOW INCOME HOUSING MT 501(C)(3) 0 DISTRICT XI HRC VEBA INC 1801 S HIGGINS MISSOULA MT 59801 363686156 MANAGE EMPLOYEE BENEFITS MT 501(C)(9) DISTRICT XI HUMAN RESOURCE COUNCIL INC 1 HRC DEVELOPMENT INC 1801 S HIGGINS MISSOULA MT 59801 810516736 PURCHASE AND DEVELOP LOW-INCOME HOUSING MT 501(C)(3) DISTRICT XI HUMAN RESOURCE COUNCIL INC 1 HRC PARKSIDE INC 1801 S HIGGINS MISSOULA MT 59801 810517550 PROVIDE AFFORDABLE HOUSING TO RESIDENTS OF PARKSIDE APARTMENTS, HAMILTON, MT MT 501(C)(3) HAMILTON AFFORDABLE HOUSING PARTNERSHIP 0 HAMILTON AFFORDABLE HOUSING PARTNERSHIP 1801 S HIGGINS MISSOULA MT 59801 810519859 4 UNIT TAX CREDIT RENTAL HOUSING MT HRC COTTAGES INC N/A 0 0 0 1 0 1 0 0 0 0 0 0 1 1 1 1 1 0 1 0 0 DISTRICT XI HRC VEBA INC M 329984 CASH HRC COTTAGES INC D 1998727 CASH HRC COTTAGES INC B 262051 CASH HRC COTTAGES INC L 5223 CASH HRC COTTAGES INC K 24440 CASH HRC COTTAGES INC Q 2553 CASH HAMILTON AFFORDABLE HOUSING PARTNERSHIP D 1018260 CASH