OWEESTA CORPORATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OWEESTA CORPORATION (EIN 54-1970097)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-12-16
- IRS object ID
- 202423519349300842
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-16T12:53:10-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841255164 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUNDINGER CORDER & MONTOYA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 LINCOLN STREET SUITE 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541970097 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWEESTA CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OWEE | BusinessNameControlTxt |
| Phone | 3037748838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2432 MAIN STREET 1ST FLOOR | AddressLine1Txt |
| City | LONGMONT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FLORENCE LUDKA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3037748838 | PhoneNum |
| Signature | 2024-12-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIFFANY KNIGHT | PreparerPersonNm |
| PTIN | P01725779 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Preparation | 2024-12-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FLORENCE LUDKA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2432 MAIN STREET 1ST FLOOR | AddressLine1Txt |
| City | LONGMONT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,385,342 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OWEESTA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE ECONOMIC ASSISTANCE, LOAN CAPITAL AND TRAINING TO NATIVE TRIBES, COMMUNITIES AND PEOPLES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,647,728 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,033,993 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,684,340 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,007,370 | CYProgramServiceRevenueAmt |
| PY Investment Income | $187,355 | PYInvestmentIncomeAmt |
| CY Investment Income | $343,979 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $11,519,423 | PYTotalRevenueAmt |
| CY Total Revenue | $16,385,342 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,220,619 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,454,298 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,125,040 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,315,010 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $377,681 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,190,768 | PYOtherExpensesAmt |
| CY Other Expenses | $4,536,699 | CYOtherExpensesAmt |
| PY Total Expenses | $7,536,427 | PYTotalExpensesAmt |
| CY Total Expenses | $12,306,007 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,982,996 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,079,335 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $81,341,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,925,404 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $57,437,951 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $71,767,388 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,903,334 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,158,016 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OWEESTA CORPORATION ("OWEESTA") SUPPORTS ECONOMIC GROWTH IN NATIVE AMERICAN COMMUNITIES THROUGH THE CREATION, DEVELOPMENT AND CAPITALIZATION OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,070,468 | ExpenseAmt |
| Grant | $5,164,298 | GrantAmt |
| Revenue | $1,277,160 | RevenueAmt |
| Desc | INSITUTIONAL DEVELOPMENT - THE PRIMARY GOAL IS TO HELP CREATE, DEVELOP, EXPAND AND STRENGTHEN NATIVE COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFIS). ACTIVITIES REFLECT THE PROVISION OF REGIONAL AND LOCAL CDFI WORKSHOPS, PARTICIPATION AND ATTENDANCE AT OTHER INDUSTRY CONFERENCES, PARTICIPATION ON THE CDFI COALITION, AND FOLLOW-UP OUTREACH, TECHNICAL ASSISTANCE AND TRAINING TO TRIBES WHO HAVE EXPRESSED AN INTEREST IN OR ARE IN THE PROCESS OF FORMING A CDFI. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,394,569 | ExpenseAmt |
| Grant | $290,000 | GrantAmt |
| Revenue | $730,210 | RevenueAmt |
| Desc | LENDING AND OTHER - OWEESTA PROVIDES CAPITALIZATION TO QUALIFYING ORGANIZATIONS, ENABLING THEM TO REINVEST THE CAPITAL BACK INTO THEIR COMMUNITIES AND PROGRAMS AND/OR TO USE AS LEVERAGE TO ATTRACT OTHER CAPITAL. OWEESTA MAKES LOANS TO VARIOUS TYPES OF NATIVE COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS SUCH AS SMALL BUSINESS LOAN FUNDS AND CREDIT ASSOCIATIONS TO MAKE CONSUMER, BUSINESS AND HOUSING LOANS. OWEESTA ALSO LENDS TO HOUSING LOAN FUNDS FOR CAPITALIZING CONSTRUCTION LOAN FUNDS OR FOR MORTGAGE LENDING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,465,037 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 162 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORENCE LUDKA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3037748838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2432 MAIN STREET 1ST FLOOR | AddressLine1Txt |
| City | LONGMONT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80501 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBIN DANNER | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DEREK VALDO | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN HAMMOND | ||||||||
| SECRETARY/TR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEFF BOWMAN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FRAN LUTZ | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RODGER BOYD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRYSTEL CORNELIUS | ||||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $213,527 | $0 | $16,841 | 0.00 | ||
| FLORENCE LUDKA | ||||||||
| CFO | 40.00 | Yes (X) | $200,342 | $0 | $17,476 | 0.00 | ||
| FERN ORIE | ||||||||
| COO | 40.00 | $140,205 | $0 | $10,914 | Yes (X) | |||
| HEATHER TAYLOR | ||||||||
| DIR OF PROGR | 40.00 | $105,668 | $0 | $12,556 | Yes (X) | |||
| LANALLE SMITH | ||||||||
| SR PRGM OFFI | 40.00 | $101,409 | $0 | $14,707 | Yes (X) | |||
| DEBBIE POWERS | ||||||||
| ACCOUNTANT | 40.00 | $105,006 | $0 | $3,749 | Yes (X) | |||
| DANIEL SHARP | ||||||||
| DIRECTOR OF | 40.00 | $111,764 | $0 | $12,417 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $977,921 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $88,660 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOFI | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 229 E MAIN STREET | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING SVCS | ServicesDesc |
| Compensation | $132,890 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $8,993,577 | GovernmentGrantsAmt |
| All Other Contributions | $5,040,416 | AllOtherContributionsAmt |
| Total Contributions | $14,033,993 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| LOAN PORTFOLIO INCOME | $1,277,160 | $1,277,160 |
| PROGRAM SERVICE FEES | $730,210 | $730,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,007,370 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $343,979 | TotalRevenueColumnAmt |
| Exclusion | $343,979 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,385,342 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,007,370 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $343,979 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,454,298 | TotalAmt |
| Program Services | $5,454,298 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,660 | TotalAmt |
| Program Services | $235,899 | ProgramServicesAmt |
| Management And General | $209,781 | ManagementAndGeneralAmt |
| Fundraising | $56,980 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,498,032 | TotalAmt |
| Program Services | $703,030 | ProgramServicesAmt |
| Management And General | $625,190 | ManagementAndGeneralAmt |
| Fundraising | $169,812 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,376 | TotalAmt |
| Program Services | $10,032 | ProgramServicesAmt |
| Management And General | $8,921 | ManagementAndGeneralAmt |
| Fundraising | $2,423 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,899 | TotalAmt |
| Program Services | $71,287 | ProgramServicesAmt |
| Management And General | $63,393 | ManagementAndGeneralAmt |
| Fundraising | $17,219 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,043 | TotalAmt |
| Program Services | $66,192 | ProgramServicesAmt |
| Management And General | $58,863 | ManagementAndGeneralAmt |
| Fundraising | $15,988 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,457,911 | TotalAmt |
| Program Services | $2,141,726 | ProgramServicesAmt |
| Management And General | $275,060 | ManagementAndGeneralAmt |
| Fundraising | $41,125 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,261 | TotalAmt |
| Program Services | $52,862 | ProgramServicesAmt |
| Management And General | $42,257 | ManagementAndGeneralAmt |
| Fundraising | $8,142 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,102 | TotalAmt |
| Program Services | $197,228 | ProgramServicesAmt |
| Management And General | $6,874 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,441 | TotalAmt |
| Program Services | $3,493 | ProgramServicesAmt |
| Management And General | $3,105 | ManagementAndGeneralAmt |
| Fundraising | $843 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,216 | TotalAmt |
| Program Services | $198,384 | ProgramServicesAmt |
| Management And General | $76,328 | ManagementAndGeneralAmt |
| Fundraising | $47,504 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,901 | TotalAmt |
| Program Services | $404,153 | ProgramServicesAmt |
| Management And General | $45,816 | ManagementAndGeneralAmt |
| Fundraising | $3,932 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,664 | TotalAmt |
| Program Services | $550,664 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,832 | TotalAmt |
| Program Services | $21,978 | ProgramServicesAmt |
| Management And General | $19,545 | ManagementAndGeneralAmt |
| Fundraising | $5,309 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROVISIONS FOR LOAN LOSSE | $330,021 | $330,021 | ||
| MISCELLANEOUS | $32,259 | $10,607 | $16,432 | $5,220 |
| PRINTING & PUBLICATIONS | $28,091 | $13,183 | $11,724 | $3,184 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,306,007 | TotalAmt |
| Program Services | $10,465,037 | ProgramServicesAmt |
| Management And General | $1,463,289 | ManagementAndGeneralAmt |
| Fundraising | $377,681 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,583,786 | BOYAmt |
| EOY | $1,655,705 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,731,954 | BOYAmt |
| EOY | $34,521,446 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,096,889 | BOYAmt |
| EOY | $5,006,772 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,129 | BOYAmt |
| EOY | $415,903 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,724,593 | BOYAmt |
| EOY | $56,841,204 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,375 | BOYAmt |
| EOY | $37,783 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $97,625 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,625 | LandBldgEquipAccumDeprecAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $928,559 | BOYAmt |
| EOY | $446,591 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,341,285 | BOYAmt |
| EOY | $98,925,404 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,273 | BOYAmt |
| EOY | $3,937,481 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $115,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,492,032 | BOYAmt |
| EOY | $67,214,907 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,159,646 | BOYAmt |
| EOY | $500,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,437,951 | BOYAmt |
| EOY | $71,767,388 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,122,265 | BOYAmt |
| EOY | $22,985,293 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,781,069 | BOYAmt |
| EOY | $4,172,723 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,903,334 | BOYAmt |
| EOY | $27,158,016 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,341,285 | BOYAmt |
| EOY | $98,925,404 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,079,335 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,623 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$827,276 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,081,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,500,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,475,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,647,728 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,033,993 | CurrentTaxYearAmt |
| Total | $45,739,674 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $929,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,203,182 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,051,529 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,684,340 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,007,370 | CurrentTaxYearAmt |
| Total | $6,876,217 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,011,783 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,704,114 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,526,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,332,068 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,041,363 | CurrentTaxYearAmt |
| Total | $52,615,891 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,645,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,566,927 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,634,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,718,835 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,779,415 | CurrentTaxYearAmt |
| Total | $20,345,221 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $246,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $393,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,156 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,007 | CurrentTaxYearAmt |
| Total | $872,366 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,891,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,960,111 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,766,484 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,804,991 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,794,422 | CurrentTaxYearAmt |
| Total | $21,217,587 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $31,398,304 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $187,355 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $342,979 | CurrentTaxYearAmt |
| Total | $683,878 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $187,355 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $342,979 | CurrentTaxYearAmt |
| Total | $683,878 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,121,071 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,724,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,550,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,519,423 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,384,342 | CurrentTaxYearAmt |
| Total | $53,299,769 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.58910 | PublicSupportCY509Pct |
| Public Support PY509 | 0.48120 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,625 | OtherCostOrOtherBasisAmt |
| Depreciation | $97,625 | DepreciationAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| Amt | $500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $500,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $16,387,965 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,623 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,623 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,385,342 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $16,385,342 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,306,007 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $12,306,007 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $12,306,007 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (33 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BLACK HILLS CLF INC | ||||||||
| 1764 CENTRE STREET STE 1 | RAPID CITY | SD | 57703 | 262504959 | 501C3 | $26,830 | EMERGING GRANT | |
| CONFEDERATED SALISH AND KOOTENAI | ||||||||
| PO BOX 278 | PABLO | MT | 59855 | 810230409 | 501C3 | $2,621,943 | USDA SUBGRANT | TRIBES |
| COOK INLET LENDING CENTER INC | ||||||||
| 3600 SPENARD ROAD STE 100 | ANCHORAGE | AK | 99503 | 920177969 | 501C3 | $151,100 | GRANT | |
| COUNCIL FOR NATIVE HAWAIIAN | ||||||||
| 92-1270 KINOIKI ST BLDG 1 | KAPOLEI | HI | 96707 | 930313383 | 501C3 | $250,000 | GRANT | ADVANCEMENT |
| DYNAMIC COMMUNITY SOLUTIONS | ||||||||
| 85-1373 PUHINALO PL | WAIANAE | HI | 96792 | 814857118 | 501C3 | $250,000 | GRANT | |
| FIRST NATIONS COMMUNITY FINANCE | ||||||||
| 206 S ROOSEVELT RD 123 | BLACK RIVER FALLS | WI | 54615 | 453971533 | 501C3 | $25,664 | KEEPING PEOPLE HOUSE | |
| FIVE RIVERS | ||||||||
| 119 INDIAN CREEK RD | HAPPY CAMP | CA | 96039 | 202091947 | 501C3 | $20,000 | GRANT | |
| FOUR DIRECTIONS DEVELOPMENT CORP | ||||||||
| 20 GODFREY DR | ORONO | ME | 04473 | 010544468 | 501C3 | $60,750 | GRANT | |
| HAA YAKAWUU FINANCIAL CORP | ||||||||
| 5446 JENKINS DRIVE | JUNEAU | AK | 99801 | 203935185 | 501C3 | $9,330 | GRANT | |
| HAWAII COMMUNITY ASSETS | ||||||||
| 1315 KALANIANAOLE AVE | HILO | HI | 96720 | 413100005 | 501C3 | $250,100 | GRANT | |
| HAWAIIAN LENDING & INVESTMENTS | ||||||||
| PO BOX 646 | ANAHOLA | HI | 96703 | 844259100 | 501C3 | $29,230 | WORTH SUBGRANT | |
| HI HOME RESOLUTIONS INC | ||||||||
| 741 LUKEPANE AVENUE | HONOLULU | HI | 96816 | 472360461 | 501C3 | $250,000 | GRANT | |
| HOMESTEAD COMMUNITY DEVELOPMENT | ||||||||
| PO BOX 646 | ANAHOLA | HI | 96703 | 272012662 | 501C3 | $500,000 | GRANT | CORP |
| KUMANO I KE ALA O MAKAWELI | ||||||||
| PO BOX 181 | WAIMEA | HI | 96796 | 473180959 | 501C3 | $250,000 | GRANT | |
| LAKOTA FUNDS | ||||||||
| PO BOX 340 | KYLE | SD | 57752 | 460421416 | 501C3 | $22,558 | GRANT | |
| MONTANA NATIVE GROWTH FUND | ||||||||
| 353 OLD HAYS RD | HAYS | MT | 59527 | 851312061 | 501C3 | $9,230 | GRANT | |
| NACDC FINANCIAL SERVICES INC | ||||||||
| PO BOX 3029 | BROWNING | MT | 59417 | 273156259 | 501C3 | $31,330 | NHHHCN SUBGRANT | |
| NATIVE AMERICAN YOUTH & FAMILY | ||||||||
| 5135 NE COLUMBIA BLVD | PORTLAND | OR | 97218 | 931141536 | 501C3 | $114,757 | WORTH SUBGRANT | CENTER |
| NIMIIPU COMMUNITY DEVELOPMENT FUND | ||||||||
| PO BOX 114 | LAPWAI | ID | 83540 | 471926181 | 501C3 | $20,100 | TRAINING STIPEND | |
| NIXYAAWII COMMUNITY FINANCIAL SVCS | ||||||||
| 46440 KUSI ROAD A-3 | PENDLETON | OR | 97801 | 833824520 | 501C3 | $20,100 | TRAINING STIPEND | |
| NORTHERN SHORES COMMUNITY | ||||||||
| 2200 E MITCHELL ROAD UNIT E | PETOSKEY | MI | 49770 | 341548658 | 501C3 | $20,100 | GRANT | DEVELOPMENT GROUP |
| NPH | ||||||||
| 1644 SOUTH SECOND ST | GALLUP | NM | 87301 | 860817608 | 501C3 | $20,000 | GRANT | |
| PAKINI LOAN FUND | ||||||||
| 87-151 LILIANA ST | WAIANAE | HI | 96792 | 923039687 | 501C3 | $20,100 | GRANT | |
| PLACE TO BORROW MONEY | ||||||||
| PO BOX 1479 | PAWHUSKA | OK | 74056 | 920940976 | 501C3 | $20,000 | GRANT | |
| ST CROIX CHIPPEWA OF INDIANS | ||||||||
| 24663 ANGELINE AVE | WEBSTER | WI | 54893 | 391210835 | 501C3 | $76,000 | GRANT | |
| TAALA FUND | ||||||||
| PO BOX 702 | TAHOLAH | WA | 98587 | 263980654 | 501C3 | $20,100 | GRANT | |
| TANKA BAR | ||||||||
| PO BOX 1847 | RAPID CITY | SD | 57709 | 825315136 | 501C3 | $100,000 | GRANT | |
| TATANKA FUNDS INC | ||||||||
| 27565 RESEARCH PARK DRIVE | MISSION | SD | 57555 | 472197004 | 501C3 | $9,330 | GRANT | |
| TIWA LENDING | ||||||||
| PO BOX 1270 | ISLETA | NM | 87022 | 800742774 | 501C3 | $9,826 | TECH GRANT | |
| WARM SPRINGS COMMUNITY ACTION TEAM | ||||||||
| PO BOX 1419 | WARM SPRINGS | OR | 97761 | 161633303 | 501C3 | $71,592 | TECH GRANT | |
| WESTWATER FINANCIAL INC | ||||||||
| 55 A SAINT JAMES DR | SANTA ROSA | CA | 95403 | 611668194 | 501C3 | $40,100 | MATCHING GRANT | |
| WHITE EARTH INVESTMENT INITIATIVE | ||||||||
| PO BOX 38 | OGEMA | MN | 56569 | 010732253 | 501C3 | $51,123 | TECH GRANT | |
| WISCONSIN NATIVE LOAN FUND | ||||||||
| PO BOX 580 | LAC DU FLAMBEAU | WI | 54538 | 432116172 | 501C3 | $67,905 | GRANT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 33 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | EACH SUBGRANTEE MUST PROVIDE A BUDGET DETAILING THE PROPOSED USE OF FUNDS AND FINANCIAL REPORTS SHOWING THAT THE FUNDS WERE SPENT IN ACCORDANCE WITH THE BUDGET. ADDITIONALLY, THE SUBGRANTEE MUST PROVIDE DOCUMENTATION IN THE FORM OF A MATCH LETTER TO VERIFY ANY MATCHED FUNDS REPORTED TO THE FUNDING AGENCY AND REPORT ON THEIR PARTICIPATION IN OTHER ACTIVITIES DETAILED IN THE SUBGRANTEE AGREEMENT TWICE YEARLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| CHRYSTEL CORNELIUS | ||||
| EXECUTIVE DIRECTOR | $213,527 | $2,600 | $14,241 | $230,368 |
| FLORENCE LUDKA | ||||
| CFO | $200,342 | $4,725 | $12,751 | $217,818 |
| FERN ORIE | ||||
| COO | $140,205 | $10,914 | $151,119 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART III | FormAndLineReferenceDesc |
| Explanation | OWEESTA CORPORATION'S BOARD MEMBERS APPROVE THE EXECUTIVE DIRECTOR'S SALARY. THEY ARE ALL FAMILIAR WITH THE NOT-FOR-PROFIT SECTOR AND THE ENVIRONMENT IN WHICH OWEESTA WORKS. THEREFORE, THE BOARD HAS SUFFICIENT KNOWLEDGE TO EVALUATE AND APPROVE THE EXECUTIVE DIRECTOR'S SALARY. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ISAIAH CORNELIUS | |||
| SON OF ED | $73,818 | EMPLOYEE | false |
| MICHELLE CARLSON | |||
| IN-LAW OF ED | $69,430 | EMPLOYEE | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | ISAIAH CORNELIUS IS EMPLOYED AS THE IT SPECIALIST FOR OWEESTA AND WAS COMPENSATED FOR HIS SERVICES. MICHELLE CARLSON IS THE DAUGHTER IN-LAW OF THE EXECUTIVE DIRECTOR AND EMPLOYED AS THE FINANCE ASSISTANT FOR OWEESTA AND WAS COMPENSATED FOR HER SERVICES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | BOARD MEMBERS ARE PRESENTED WITH DRAFT COPIES OF FORM 990 AND ALL SCHEDULES AND ATTACHMENTS, WHICH THEY ARE ASKED TO REVIEW AND APPROVE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE BY-LAWS PROVIDE THE CONFLICT OF INTEREST POLICY FOR BOARD MEMBERS. THE EMPLOYEE HANDBOOK PROVIDES THE CONFLICT OF INTEREST POLICY FOR EMPLOYEES. IF CONFLICTS OF INTEREST ARISE DURING THE YEAR, THEY ARE VERBALLY DISCLOSED TO THE BOARD AND THE AFFECTED PERSON RECUSES HIM OR HERSELF FROM RELATED DECISIONS. BOARD MEMBERS ARE REQUIRED TO COMPLETE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES. |
| FORM 990, PAGE 6, PART VI, LINE 15A | BOARD MEMBERS APPROVE THE SALARY OF THE PRESIDENT/CEO AND ARE INFORMED OF THE SALARIES OF OTHER KEY EMPLOYEES. THE MEMBERS OF THE BOARD ARE ALL FAMILIAR WITH THE NOT-FOR-PROFIT SECTOR AND WITH THE ENVIRONMENT IN WHICH OWEESTA WORKS AND FROM WHICH IT RECRUITS ITS EMPLOYEES. THEREFORE, THE BOARD HAS SUFFICIENT KNOWLEDGE TO EVALUATE AND APPROVE THESE SALARIES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE PRESIDENT/CEO APPROVES THE SALARIES OF OTHER KEY EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS 2,141,726 275,060 41,125 |
| FORM 990, PART XI, LINE 9 | ON JULY 1, 2023 OWEESTA ADOPTED ASU NO. 2016-13 FINANCIAL INSTRUMENTS - CREDIT LOSSES (TOPIC 326): MEASUREMENT OF CREDIT LOSSES ON FINANCIAL STATEMENTS, USING THE MODIFIED RETROSPECTIVE METHOD. ACCORDINGLY, FINANCIAL INFORMATION FOR PERIODS PRIOR TO THE DATE OF INITIAL APPLICATION HAS NOT BEEN ADJUSTED. THE CHANGE IN ACCOUNTING PRINCIPLE RESULTED IN AN ADJUSTMENT OF 827,276 TO BEGINNING NET ASSETS. |
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