2023-01-09T16:28:06-05:00 2022-06-30 KUNDINGER CORDER & MONTOYA PC 475 LINCOLN ST STE 200 DENVER CO 80203 990 2021-07-01 541970097 OWEESTA CORPORATION OWEE 3037748838 2432 MAIN STREET 1ST FLOOR LONGMONT CO 80501 FLORENCE LUDKA CFO 3037748838 2022-01-09 true FLORENCE LUDKA 999009999 TIFFANY KNIGHT P01725779 3035345953 2023-01-09 2021 2023-03-07 01:45:13Z FLORENCE LUDKA 8550611 false X WWW.OWEESTA.ORG X 1999 VA TO PROVIDE ECONOMIC ASSISTANCE, LOAN CAPITAL AND TRAINING TO NATIVE TRIBES, COMMUNITIES AND PEOPLES. 6 6 14 6 0 11500932 7475034 1203182 1051529 20208 24048 0 12724322 8550611 2151047 2833267 0 1464643 1964873 0 212169 639552 2195721 4255242 6993861 8469080 1556750 46680794 63460575 28313789 43558124 18367005 19902451 OWEESTA CORPORATION ("OWEESTA") SUPPORTS ECONOMIC GROWTH IN NATIVE AMERICAN COMMUNITIES THROUGH THE CREATION, DEVELOPMENT AND CAPITALIZATION OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS. false false 2487511 717600 495546 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. 3401732 2115667 555983 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. 5889243 true true false false false false false false false false true false false false true false true false false false false false false false false false false true false true false false false false false false true false false false false false false false false false false true 58 0 true 14 true false false false false false false false false false false false false X 6 6 false false false false false false false true true false false true true true true true true true true false SD VA X FLORENCE LUDKA 3037748838 2432 MAIN STREET 1ST FLOOR LONGMONT CO 80501 JEFF BOWMAN CHAIR 2.00 0.00 X X 0 0 0 ROBIN DANNER VICE CHAIR 2.00 X X 0 0 0 DEREK VALDO SECRETARY/TR 2.00 X X 0 0 0 SUSAN HAMMOND DIRECTOR 2.00 X 0 0 0 FRAN LUTZ DIRECTOR 2.00 X 0 0 0 RODGER BOYD DIRECTOR 2.00 X 0 0 0 CHRYSTEL CORNELIUS EXECUTIVE DI 40.00 X 192868 0 15139 FLORENCE LUDKA CFO 40.00 X 170943 0 16053 KRYSTAL LANGHOLZ COO 40.00 X 168437 0 16012 532248 47204 3 false true false 3476722 3998312 7475034 LOAN PORTFOLIO INCOME 555983 555983 PROGRAM SERVICE FEES 495546 495546 1051529 24048 24048 8550611 1051529 24048 X 2833267 2833267 386858 203368 146219 37271 1296465 681540 490019 124906 22944 12061 8672 2211 133425 70140 50430 12855 125181 65807 47314 12060 800323 749678 48688 1957 67041 30589 30625 5827 72089 37897 27247 6945 7822 4112 2956 754 98687 90391 8198 98 113320 109820 3500 396009 396009 32059 16853 12117 3089 LOAN LOSS RESERVE 564810 564810 MISCELLANEOUS 29236 15370 11050 2816 PRINTING & PUBLICATIONS 14325 7531 5414 1380 6993861 5889243 892449 212169 10484633 5082720 1450949 12804999 2125000 1099175 190982 160757 26490926 40424723 966 50385 97625 97625 5937338 3837816 46680794 63460575 157039 633628 434500 27059750 42097403 662500 827093 28313789 43558124 X 14771362 17706168 3595643 2196283 18367005 19902451 46680794 63460575 1556750 -21304 X false true X true true true X 2006470 7493307 3081987 11500932 7475034 31557730 525585 727107 929796 1203182 1051529 4437199 2532055 8220414 4011783 12704114 8526563 35994929 527500 5599991 2645554 7566927 2634490 18974462 41610 7734 246025 393184 131994 820547 569110 5607725 2891579 7960111 2766484 19795009 16199920 19858 88605 109288 20208 24048 262007 19858 88605 109288 20208 24048 262007 2551913 8309019 4121071 12724322 8550611 36256936 0.44680 0.41330 0.01000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97625 97625 OTHER LIABILITIES 827093 827093 8529307 -21304 -21304 8550611 8550611 6993861 6993861 6993861 true AKIPTAN INC PO BO 858 EAGLE BUTTE SD 57625 823541909 501C3 84000 GRANT BANK OF CHEROKEE COUNTY 125 E 1ST ST TAHLEQUAH OK 74464 730242160 6000 MORTGAGE GRANT BAY BANCORPORATION INC PO BOX 10855 GREEN BAY WI 54307 391806372 150000 GRANT BLACK HILLS CLF INC 1764 CENTRE STREET STE 1 RAPID CITY SD 57703 262504959 501C3 37709 KEEP PEOPLE HOUSES G CITIZEN POTAWATOMI CDC 1545 GORDON COOPER DR SHAWNEE OK 74801 730945447 501C3 6000 MORTGAGE LENDER GRAN COOK INLET LENDING CENTER INC 3600 SPENARD RD STE 100 ANCHORAGE AK 99504 920177969 501C3 6000 MORTGAGE LENDERS GRA COUNCIL FOR NATIVE HAWAIIAN ADVANCE 91-1270 KINOIKI STREET BLDG 1 KAPOLEI HI 96707 910313383 501C3 152800 GRANT FIRST AMERICAN CAPITAL CORPORATION 10710 W SCHARLES AVE HALES CORNER WI 53130 371439848 501C3 90000 GRANT FIRST NATIONS COMMUNITY FINANCE 206 S ROOSEVELT RD 123 BLACK RIVER FALLS WI 54615 453971533 501C3 42709 KEEPING PEOPLE HOUSE FOUR BANDS COMMUNITY FUND PO BOX 932 EAGLE BUTTE SD 57625 460456528 501C3 182667 GRANT FOUR DIRECTIONS DEVELOPMENT CORP 20 GODFREY DR ORONO ME 04473 010544468 501C3 204009 GRANT HAA YAKAWUU FINANCIAL CORP 5446 JENKINS DR JUNEAU AK 99801 203935185 501C3 150000 GRANT HAWAII COMMUNITY ASSETS 200 N VINEYARD BLVD STE A200 HONOLULU HI 96817 990348767 501C3 6000 LENDER GRANT HAWAIIAN LENDING & INVESTMENTS PO BOX 646 ANAHOLA HI 96703 844259100 501C3 42709 HOUSING SUBGRANT HOMESTEAD COMMUNITY DEVELOPMENT CORP PO BOX 646 ANAHOLA HI 96703 272012662 501C3 101800 TECH SUBGRANT HOPI CREDIT ASSOCATION MAIN STREET BLDG 4 KEAMS CANYON AZ 86034 866053269 501C3 75000 PASS THRU GRANT LAKOTA FEDERAL CREDIT UNION PO BOX 196 KYLE SD 57742 320388362 6000 LENDER GRANT LAKOTA FUNDS PO BOX 340 KYLE SD 57752 460421416 501C3 5800 TECH SUBGRANT MAZASKA OWACASO OTIPI FINANCIAL PO BOX 1996 PINE RIDGE SD 57770 760761743 501C3 78467 TECH SUBGRANT MONTANA NATIVE GROWTH FUND 353 OLD HAYS ROAD HAYS MT 59527 851312061 501C3 49509 GRANT NACDC FINANCIAL SERVICES INC PO BOX 3029 BROWNING MT 59417 273156259 501C3 206309 TECH GRANT NAKODA-AANIIH CREDIT AGENCY 656 AGENCY MAIN STREET HARLEN MT 59526 832589396 501C3 25000 MATCHING GRANT NATIVE AMERICAN YOUTH & FAMILY CENTER 5135 NE COLUMBIA BLVD PORTLAND OR 97218 931141536 501C3 48009 TECH SUBGRANT NATIVE360 LOAN FUND INC 211 W 3RD ST GRAND ISLAND NE 68801 274573866 501C3 150000 GRANT NORTHWEST NATIVE DEVELOPMENT FUND PO BOX 154 COULEE DAM WA 99116 264215937 501C3 81000 MORTGAGE GRANT PEOPLE'S PARTNER FOR COMMUNITY DEVELOPMENT PO BOX 955 LAME DEER MT 59043 808462495 501C3 101667 MATCHING GRANT SAN CARLOS APACHE TRIBE RELENDING ENTERPRISE PO BOX 790 PERIDOT AZ 85542 611607807 75000 MATCHING GRANT SENECA NATION OF INDIANS EDC 372 WILDWOOD AVE SALAMANCA NY 14779 161448788 501C3 75000 MATCHING GRANT SPRUCE ROOT 1 SEALASKA PLZ STE 400 JUNEAU AK 99801 454295940 501C3 75000 MATCHING GRANT TINY TOTS LEARNING CENTER 721 PRESTON AVE LEWISTON ID 83501 474845705 501C3 11000 SMALL BUSINESS AWARD TIWA LENDING PO BOX 1270 ISLETA NM 87022 800742774 501C3 124509 TECH GRANT WAIANAE ECONOMIC DEVELOPMENT COUNCIL PO BOX 194 WAIANAE HI 96792 471646700 75000 MATCHING GRANT WARM SPRINGS COMMUNITY ACTION TEAM PO BOX 1419 WARM SPRINGS OR 97761 161633303 501C3 43509 TECH GRANT WESTWATER FINANCIAL INC 55 A SAINT JAMES DR SANTA ROSA CA 95403 611668194 501C3 25000 MATCHING GRANT WHITE EARTH INVESTMENT INITIATIVE PO BOX 38 OGEMA MN 56569 010732253 501C3 125176 TECH GRANT WIND RIVER DEVELOPMENT FUND PO BOX 661 FORT WASHAKIE WY 82514 830337192 50000 GRANT WISCONSIN NATIVE LOAN FUND PO BOX 580 LAC DU FLAMBEAU WI 54538 432116172 501C3 59509 TECH GRANT 31 6 SCHEDULE I, PAGE 1, PART I, LINE 2 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. X false false false false false false false false false CHRYSTEL CORNELIUS EXECUTIVE DIRECTOR 192868 2700 12439 208007 FLORENCE LUDKA CFO 170943 4370 11683 186996 KRYSTAL LANGHOLZ COO 168437 4341 11671 184449 SCHEDULE J, PAGE 1, PART I, LINE 3 OWEESTA CORPORATION'S BOARD MEMBERS APPROVE THE PRESIDENT'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 PRESIDENT'S SALARY. ISAIAH CORNELIUS SON OF ED 91455 EMPLOYEE false SCHEDULE L, PART V ISAIAH CORNELIUS IS EMPLOYED AS THE OFFICE MANAGER FOR OWEESTA AND WAS COMPENSATED FOR HIS SERVICES. 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 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS 749,678 48,688 1,957