MONTANA COMMUNITY DEVELOPMENT CORPORATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA COMMUNITY DEVELOPMENT CORPORATION (EIN 81-0500256)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202323139349300147
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T11:16:45-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 SYLVAN WAY | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070543801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810500256 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA COMMUNITY DEVELOPMENT CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 4067289234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 229 EAST MAIN STREET | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID GLASER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4067289234 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | GLASER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY CPA | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2023-11-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOFI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NANCY QUIST | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 229 EAST MAIN STREET | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,160,998 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MOFI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | MONTANA COMMUNITY DEVELOPMENT CORPORATION (DBA "MOFI") PROVIDES FINANCING AND CONSULTING SERVICES THAT TRANSFORM LIVES AND COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 41 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,939,760 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,591,235 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,357,139 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,469,288 | CYProgramServiceRevenueAmt |
| PY Investment Income | $115,980 | PYInvestmentIncomeAmt |
| CY Investment Income | $96,945 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,225 | PYOtherRevenueAmt |
| CY Other Revenue | $3,530 | CYOtherRevenueAmt |
| PY Total Revenue | $17,427,104 | PYTotalRevenueAmt |
| CY Total Revenue | $20,160,998 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $561,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,529,290 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,651,410 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $28,150 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,869,564 | PYOtherExpensesAmt |
| CY Other Expenses | $2,605,225 | CYOtherExpensesAmt |
| PY Total Expenses | $10,439,004 | PYTotalExpensesAmt |
| CY Total Expenses | $9,817,635 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,988,100 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,343,363 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $128,107,962 | TotalAssetsBOYAmt |
| Total Assets EOY | $89,408,341 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $83,992,736 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,949,752 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,115,226 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,458,589 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MONTANA COMMUNITY DEVELOPMENT CORPORATION (DBA "MOFI") PROVIDES FINANCING AND CONSULTING THAT TRANSFORM LIVES AND COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,280,240 | ExpenseAmt |
| Grant | $561,000 | GrantAmt |
| Revenue | $13,296,934 | RevenueAmt |
| Desc | FOUNDED IN 1986, MONTANA COMMUNITY DEVELOPMENT CORPORATION, DOING BUSINESS AS MOFI ("MOFI"), IS A 501(C)(3) NONPROFIT ORGANIZATION WITH A MISSION TO PROVIDE FINANCING AND CONSULTING THAT TRANSFORMS LIVES AND COMMUNITIES. MOFI IS A COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION ("CDFI") AND NEW MARKETS TAX CREDIT ("NMTC'") LENDER PROVIDING ACCESS TO CAPITAL AND FREE FINANCIAL CONSULTING SERVICES FOR PEOPLE WHO HAVE BEEN LEFT OUT OF THE FINANCIAL MAINSTREAM. MOFI IS INSPIRED BY ONE VISION: TRANSFORMING THE FINANCIAL SYSTEM TO WORK FOR EVERYONE.MOFI WORKS IN THE ROCKY MOUNTAIN WEST AND HAS TWO PRIMARY LENDING PROGRAMS: (1) PROVIDING LOANS TO SMALL AND MICROBUSINESSES THAN CANNOT SECURE CONVENTIONAL FINANCING, AND (2) PROVIDING NMTC ENHANCED LOANS TO CATALYTIC PROJECTS THAT CREATE JOBS, PROVIDE CRITICAL COMMUNITY SERVICES, AND TRANSFORM ECONOMIES IN THE REGION'S MOST IMPOVERISHED AREAS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $175,884 | RevenueAmt |
| Desc | IN ADDITION TO ITS TWO CORE PROGRAMS, MOFI OFFERS TWO SMALLER HOME LOAN PROGRAMS IN MONTANA, A STATE CHARACTERIZED BY HIGH HOUSING COSTS AND LOW WAGES. THESE PROGRAMS INCLUDE HOMENOW, A DOWN PAYMENT ASSISTANCE PROGRAM OFFERING DOWN PAYMENT GRANTS AND LOANS, AND EHRL (EMERGENCY HOME REPAIR LOAN) A CONSUMER LOAN FOR URGENT HOME REPAIRS FOR PEOPLE LIVING IN MANUFACTURED HOUSING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,280,240 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 65 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 41 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RACHEL MCDONOUGH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4067289234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 229 EAST MAIN STREET | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59802 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALLISON JOHNSTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOB GAUTHIER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID GLASER | ||||||||
| PRESIDENT | 40.00 | Yes (X) | $520,859 | $0 | $38,060 | Yes (X) | ||
| DON KING | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KALLI RYTI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA COOPER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY QUIST | ||||||||
| CHAIRPERSON | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| NATALIE CAMACHO MENDOZA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARA SMITH | ||||||||
| VICE-CHAIRPERSON & TREASUR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SERENA RUNDBERG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM SERVERSON | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| HEIDI DEARMENT | ||||||||
| VP & CFO | 40.00 | $515,389 | $0 | $43,932 | Yes (X) | |||
| GREG ASTLE | ||||||||
| DIRECTOR OF TAX CREDIT LEN | 40.00 | $345,106 | $0 | $26,479 | Yes (X) | |||
| ALYSSA PETERMAN | ||||||||
| BUSINESS DEVELOPMENT MANAGER | 40.00 | $119,177 | $0 | $16,579 | Yes (X) | |||
| BEN WRIGHT | ||||||||
| DIRECTOR OF OPERATIONS | 40.00 | $284,521 | $0 | $36,981 | Yes (X) | |||
| BETSY BEAUVAIS | ||||||||
| DIRECTOR OF LENDING | 40.00 | $302,826 | $0 | $41,864 | Yes (X) | |||
| LEAH KNICKERBOCKER | ||||||||
| CHIEF LENDING OFFICER | 40.00 | $142,886 | $0 | $22,879 | Yes (X) | |||
| RACHEL MCDONOUGH | ||||||||
| DIRECTOR OF FINANCE | 40.00 | $253,481 | $0 | $32,892 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,484,245 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $259,666 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,966,470 | GovernmentGrantsAmt |
| All Other Contributions | $1,624,765 | AllOtherContributionsAmt |
| Total Contributions | $6,591,235 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LOAN INTEREST & FEES - PPP | 525990 | $5,649,288 | $5,649,288 |
| NMTC FEES | 525990 | $4,412,209 | $4,412,209 |
| LOAN INTEREST & FEES | 525990 | $3,190,400 | $3,190,400 |
| LOAN INTEREST & FEES - DOWN PAYME | 525990 | $217,391 | $217,391 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,469,288 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,945 | TotalRevenueColumnAmt |
| Exclusion | $96,945 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,530 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,530 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,530 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,160,998 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,472,818 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $96,945 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,000 | TotalAmt |
| Program Services | $561,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,489,825 | TotalAmt |
| Program Services | $1,260,987 | ProgramServicesAmt |
| Management And General | $228,838 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,211,034 | TotalAmt |
| Program Services | $3,564,219 | ProgramServicesAmt |
| Management And General | $646,815 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,787 | TotalAmt |
| Program Services | $200,417 | ProgramServicesAmt |
| Management And General | $36,370 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,124 | TotalAmt |
| Program Services | $325,123 | ProgramServicesAmt |
| Management And General | $59,001 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,640 | TotalAmt |
| Program Services | $279,007 | ProgramServicesAmt |
| Management And General | $50,633 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,092 | TotalAmt |
| Program Services | $6,003 | ProgramServicesAmt |
| Management And General | $1,089 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,128 | TotalAmt |
| Program Services | $72,052 | ProgramServicesAmt |
| Management And General | $13,076 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,079 | TotalAmt |
| Program Services | $28,079 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $765,751 | TotalAmt |
| Program Services | $744,527 | ProgramServicesAmt |
| Management And General | $21,224 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,813 | TotalAmt |
| Program Services | $440,813 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,636 | TotalAmt |
| Program Services | $156,276 | ProgramServicesAmt |
| Management And General | $28,360 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,760 | TotalAmt |
| Program Services | $604,973 | ProgramServicesAmt |
| Management And General | $109,787 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,651 | TotalAmt |
| Program Services | $595,571 | ProgramServicesAmt |
| Management And General | $108,080 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,552 | TotalAmt |
| Program Services | $298,400 | ProgramServicesAmt |
| Management And General | $54,152 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,423 | TotalAmt |
| Program Services | $490,423 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,910 | TotalAmt |
| Program Services | $374,879 | ProgramServicesAmt |
| Management And General | $68,031 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,439 | TotalAmt |
| Program Services | $128,178 | ProgramServicesAmt |
| Management And General | $23,261 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STAFF DEVELOPMENT | $542,672 | $459,318 | $83,354 |
| LOAN EXPENSE | $71,378 | $71,378 | |
| REPAIRS & MAINTENANCE | $22,111 | $18,715 | $3,396 |
| LOAN LOSS PROVISION | -$2,410,724 | -$2,410,724 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,554 | TotalAmt |
| Program Services | $10,626 | ProgramServicesAmt |
| Management And General | $1,928 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,817,635 | TotalAmt |
| Program Services | $8,280,240 | ProgramServicesAmt |
| Management And General | $1,537,395 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,370 | BOYAmt |
| EOY | $348,391 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,969,410 | BOYAmt |
| EOY | $36,251,465 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,623,405 | BOYAmt |
| EOY | $595,228 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,585,674 | BOYAmt |
| EOY | $49,416,696 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,309 | BOYAmt |
| EOY | $44,553 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,860,852 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,276,353 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,539,904 | BOYAmt |
| EOY | $2,584,499 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,890 | BOYAmt |
| EOY | $38,083 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $129,426 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,107,962 | BOYAmt |
| EOY | $89,408,341 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $754,915 | BOYAmt |
| EOY | $1,845,486 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,873,400 | BOYAmt |
| EOY | $2,427,849 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,639,568 | BOYAmt |
| EOY | $25,111,035 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,724,853 | BOYAmt |
| EOY | $5,565,382 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,992,736 | BOYAmt |
| EOY | $34,949,752 | 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 | $39,423,759 | BOYAmt |
| EOY | $50,508,471 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,691,467 | BOYAmt |
| EOY | $3,950,118 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,115,226 | BOYAmt |
| EOY | $54,458,589 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,107,962 | BOYAmt |
| EOY | $89,408,341 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $10,343,363 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,988,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,072,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,675,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,939,760 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,591,235 | CurrentTaxYearAmt |
| Total | $22,267,359 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,988,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,072,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,675,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,939,760 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,591,235 | CurrentTaxYearAmt |
| Total | $22,267,359 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,555,415 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,711,944 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,769 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $103,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $115,980 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,945 | CurrentTaxYearAmt |
| Total | $480,204 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $176,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,716 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,530 | CurrentTaxYearAmt |
| Total | $248,279 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,995,842 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $48,761,169 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER - 2018 AMOUNT: $ 176,691. 2019 AMOUNT: $ 26,117. 2020 AMOUNT: $ 27,716. 2021 AMOUNT: $ 14,225. 2022 AMOUNT: $ 3,530. | ExplanationTxt |
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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $23,079 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $23,079 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,794,556 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,817,635 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $640,882 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $160,221 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $517,339 | CurrentYearMinus3Amt |
| Current Year Minus2 | $660,101 | CurrentYearMinus2Amt |
| Current Year Minus1 | $671,950 | CurrentYearMinus1Amt |
| Current Year | $640,882 | CurrentYearAmt |
| Total | $2,490,272 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,735,408 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $17,400 | CurrentYearMinus3Amt |
| Current Year Minus2 | $34,400 | CurrentYearMinus2Amt |
| Current Year Minus1 | $23,757 | CurrentYearMinus1Amt |
| Current Year | $23,079 | CurrentYearAmt |
| Total | $98,636 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $129,335 | CurrentYearMinus3Amt |
| Current Year Minus2 | $165,025 | CurrentYearMinus2Amt |
| Current Year Minus1 | $167,988 | CurrentYearMinus1Amt |
| Current Year | $160,221 | CurrentYearAmt |
| Total | $622,569 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $933,854 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-A | FormAndLineReferenceDesc |
| Explanation | MOFI'S LOBBYING EXPENSE IS FOR MEMBERSHIP DUES TO INDUSTRY COALITIONS THAT ENSURE THAT IMPACT DATA FROM KEY FEDERAL PROGRAMS BY THE U.S. SMALL BUSINESS ADMINISTRATION, UNITED STATES DEPARTMENT OF AGRICULTURE RURAL DEVELOPMENT, THE COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS FUND, AND HEALTH AND HUMAN SERVICES ARE SHARED WITH MEMBERS OF THE US SENATE AND HOUSE OF REPRESENTATIVES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $300,000 | OtherCostOrOtherBasisAmt |
| Book Value | $300,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,514,536 | OtherCostOrOtherBasisAmt |
| Depreciation | $607,098 | DepreciationAmt |
| Book Value | $1,907,438 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,850,552 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,473,491 | DepreciationAmt |
| Book Value | $377,061 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $195,764 | OtherCostOrOtherBasisAmt |
| Depreciation | $195,764 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,584,499 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO OTHER AGENCIES | Desc |
| Amt | $5,565,382 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,565,382 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $20,160,998 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,160,998 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,160,998 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,817,635 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,817,635 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,817,635 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE MOFI AND HAS CONCLUDED THAT, AS OF DECEMBER 31 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MOFI IS NO LONGER SUBJECT TO EXAMINATIONS BY FEDERAL TAX AUTHORITIES FOR YEARS BEFORE 2019. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| LINK CONSULTING LLC | ||||||||
| 229 E MAIN ST | MISSOULA | MT | 59802 | GRANT WRITING | 0 | $1,015,574 | $27,322 | $988,252 |
| BLUESTEM CONSULTING INC | ||||||||
| 60 HILLSIDE DR | BUFFALO | WY | 82834 | GRANT WRITING | 0 | $870,000 | $14,100 | $855,900 |
| POLICY & MANAGEMENT ASSOCIATES INC | ||||||||
| 89 SCHOOL STREET SUITE TWO | CHARLESTOWN | MA | 02129 | GRANT WRITING | 0 | $181,574 | $18,750 | $162,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,067,148 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $60,172 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,006,976 | TotalNetToOrganizationAmt |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (66 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 3 RIVERS EYECARE LLC | |||||||
| 700 SOUTH AVENUE W | MISSOULA | MT | 59801 | 471273207 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| AESTHETIC ORAL ARTS INC | |||||||
| 1106 W PARK STREET | LIVINGSTON | MT | 59047 | 810531650 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| AJ CREATIONS LLC | |||||||
| 2600 SOUTH 3RD STREET WEST | MISSOULA | MT | 59804 | 201423774 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| ALPINE LIGHTING CENTER INC | |||||||
| 150 1ST AVE WN | KALISPELL | MT | 59901 | 460489898 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| ALTER ENTERPRISE LLC | |||||||
| 107 SOUTH EASY STREET | MISSOULA | MT | 59802 | 208023643 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| APORTA TEXTILES LLC | |||||||
| 117 W FRONT ST | MISSOULA | MT | 59802 | 823792347 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| BEAR GRASS SUITES INCORPORATED | |||||||
| 400 W THOMPSON STREET | BOULDER | MT | 59632 | 461259679 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| BENJAMIN L LAGER DBA LUCKY LAGER LAWN CARE | |||||||
| 2516 SELVIG LANE | BILLINGS | MT | 59102 | 993817096 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| BITTERROOT DIESEL PERFORMANCE LLC | |||||||
| 1979 NORTH BURR ROAD | VICTOR | MT | 59875 | 472804341 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| BLUE MOOSE METALS LLC | |||||||
| 240 EXPRESSWAY | MISSOULA | MT | 59808 | 473495047 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| BLUE STONE BOUTIQUE LLC | |||||||
| 502 W MAIN STREET | LEWISTON | MT | 59457 | 832217212 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| BREW X LLC | |||||||
| 424 N HIGGINS AVENUE | MISSOULA | MT | 59802 | 873847613 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| BRIDGER AESTHETIC MEDICINE & WELLNESS PLLC | |||||||
| 105 EAST OAK STREET | BOZEMAN | MT | 59715 | 834508523 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| BRUNO ENTERPRISES LLC | |||||||
| 869 BROOKDALE DRIVE | BOZEMAN | MT | 59715 | 834315711 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| BULLETPROOF INSULATION LLC | |||||||
| 4243 JACK RABBIT DRIVE | BILLINGS | MT | 59106 | 833394244 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| CREATIVE BEGINNINGS DAYCARE LLC | |||||||
| 3760 CUPID DR | HELENA | MT | 59602 | 811034201 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| DEAN C LANG DBA LANG'S CUSTOM CABINETS & WOODWORKS | |||||||
| 332 185TH AVENUE SW | SIDNEY | MT | 59270 | 830423957 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| DONALD C WOLFF | |||||||
| 13720 LOLO CREEK ROAD | LOLO | MT | 59847 | 516705291 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| FITE ENTERPRISES LLC DBA REMOTE POWER SYSTEMS | |||||||
| 171 FITE LANE | STEVENSVILLE | MT | 59870 | 900135250 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| FIVE ON BLACK INC | |||||||
| 325 NORTH HIGGINS | MISSOULA | MT | 59802 | 452954329 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| GLACIER TRAFFIC PRODUCTS LLC | |||||||
| 1015 BIRCH GROVE ROAD | KALISPELL | MT | 59901 | 383924877 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| HATT & SON LOGGING INC | |||||||
| 24170 HUSON ROAD | HUSON | MT | 59846 | 810520207 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| HIGHLAND INSPECTION GROUP LLC | |||||||
| 805 MANTLE DRIVE UNIT D | BELGRADE | MT | 59714 | 810790939 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| JACOBSON'S SEASONAL MAINTENANCE LLC | |||||||
| 2480 WHEELER DRIVE | BOZEMAN | MT | 59718 | 883826520 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| JOHNSON LAND & CATTLE INC | |||||||
| 2687 REARDON ROAD | HELENA | MT | 59602 | 872231781 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| KENITZER CONCRETE PUMPING INC | |||||||
| 502 N CENTER AVENUE | MILES CITY | MT | 59301 | 834200975 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| KEO SERVICES LLC | |||||||
| 104 NORTH AVENUE EAST | MISSOULA | MT | 59801 | 454705544 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| LA DESIGN INC | |||||||
| 337 E BROADWAY | MISSOULA | MT | 59802 | 810481620 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| MC WHOLESALE INC | |||||||
| 2226 ELM STREET | BUTTE | MT | 59701 | 810542167 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| MAD DASH MONTANA DELIVERY COURIER & MOVING SERVICES INC | |||||||
| 1260 VAN ORSDEL ROAD | HELENA | MT | 59602 | 273002395 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| MALEK CONSTRUCTION ACCOUNTING LLC | |||||||
| 2303 NORTHERN LIGHTS DRIVE | GREAT FALLS | MT | 59401 | 320384606 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| MFGR INC | |||||||
| 125 N WALLACE AVENUE | BOZEMAN | MT | 59715 | 462119930 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| MICHAEL S FARR DBA FARRSIDE SIGN | |||||||
| 2205 SOUTH AVENUE WEST | MISSOULA | MT | 59801 | 810539496 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| MISSOULA GLASS LLC | |||||||
| 5656 W HARRIER | MISSOULA | MT | 59808 | 831300026 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| MISSOULA SURGICAL ASSOCIATES PLLC | |||||||
| 2819 GREAT NORTHERN LOOP | MISSOULA | MT | 59808 | 820577008 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| MONTANA BUSINESS SERVICES LLC | |||||||
| 424 ARROW HILL DRIVE | HAMILTON | MT | 59840 | 271062040 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| MONTANA LASER AND MEDICAL CENTER PLLC | |||||||
| 1327 US HWY 2 W | KALISPELL | MT | 59901 | 475463949 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| PEARL BOBA LLC | |||||||
| 420 N HIGGINS AVENUE | MISSOULA | MT | 59802 | 861669934 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| POIEMA CARPETS & INTERIORS INC | |||||||
| 206 W CENTER STREET | KALISPELL | MT | 59901 | 810451046 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| PRAIRIE HILLS RECOVERY CENTER INC | |||||||
| 623 N CENTRAL AVE | SIDNEY | MT | 59270 | 814069050 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| PREMIER DENTAL LABORATORIES INC | |||||||
| 1034 TERRY AVE | BILLINGS | MT | 59102 | 202153336 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| PURUSA YOGA LLC | |||||||
| 800 KENSINGTON | MISSOULA | MT | 59801 | 824523288 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| RM CLEGG INC | |||||||
| 500 E SPRUCE STREET | MISSOULA | MT | 59802 | 020541499 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| RAINA ROWBERRY PROFESSIONAL LLC | |||||||
| 1256 MEAGHER AVE | BOZEMAN | MT | 59718 | 841952133 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| RATTLESNAKE CABLE COMPANY LLC | |||||||
| 1905 WEST SUSSEX AVENUE | MISSOULA | MT | 59801 | 611755168 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| REID G MEDIA LLC | |||||||
| 5890 BRANDING IRON DRIVE | MISSOULA | MT | 59808 | 999697764 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| ROCKY MOUNTAIN SCHOOL OF PHOTOGRAPHY INC | |||||||
| 301 EXPRESSWAY | MISSOULA | MT | 59808 | 810481896 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| SEVENTH SOVEREIGN LLC | |||||||
| 517 W FRANKLIN STREET | MISSOULA | MT | 59801 | 825081323 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| SHELLIE'S COUNTRY CAFE INC | |||||||
| 1803 CEDAR STREET | HELENA | MT | 59601 | 901060233 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| SLAINTE MHATH INC | |||||||
| 207 WEST PARK STREET | LIVINGSTON | MT | 59407 | 270083891 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| SPARK R&D LLC | |||||||
| 2115 INDUSTRIAL DRIVE | BOZEMAN | MT | 59715 | 542189915 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| SPECTRA INDUSTRIES LLC | |||||||
| 3648 GLANTZ DRIVE | BILLINGS | MT | 59102 | 843307272 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| STANDARD DRAIN CLEANING LLC | |||||||
| 5750 EXPRESSWAY | MISSOULA | MT | 59808 | 811290619 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| SUNRIFT HOLDINGS LLC | |||||||
| 55 1ST AVENUE WEST NORTH | KALISPELL | MT | 59901 | 820804724 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| THE DO CREW LLC | |||||||
| 3020 S RESERVE STREET | MISSOULA | MT | 59801 | 208221544 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| THE GENERAL PUBLIC LLC | |||||||
| 112 W FRONT STREET | MISSOULA | MT | 59802 | 823692921 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| THE MESSY APRON LLC | |||||||
| 1102 EAST RAILROAD STREET | CUT BANK | MT | 59427 | 475408836 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| TMH SALONS LLC | |||||||
| 1844 BROADWATER AVE | BILLINGS | MT | 59102 | 851732205 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| TODDLE TOWN INC | |||||||
| 2211 LEWIS AVE | BILLINGS | MT | 59102 | 842207449 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| TWO LEOS LLC DBA MOKA BOUTIQUE | |||||||
| 36 WEST MAIN STREET | BOZEMAN | MT | 59715 | 852398550 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| UNSECURED FUNDING SOURCE LLC | |||||||
| 525 RAILWAY STREET SUITE 202 | WHITEFISH | MT | 59937 | 271712709 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| UPHILL PURSUITS LLC | |||||||
| 111 EAST OAK STREET | BOZEMAN | MT | 59715 | 834166112 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| VAPOR DETAILING LLC | |||||||
| 2020 N LAST CHANE GULCH | HELENA | MT | 59601 | 813081462 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| VETERINARY EMERGENCY & SPECIALTY GROUP PLLC | |||||||
| 1914 S RESERVE STREET | MISSOULA | MT | 59801 | 454015989 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| WILDLAND FIRE SERVICES LLC | |||||||
| 7105 HIGHWAY 12 W | LOLO | MT | 59847 | 874375535 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| WITZEL MILLER ENTERPRISES LLC | |||||||
| 438 N 7TH AVENUE | BOZEMAN | MT | 59715 | 883414870 | $8,500 | $0 | PROFESSIONAL ASSISTANCE/SERVICES FOR CLIENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 66 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MONTANA COMMUNITY DEVELOPMENT CORPORATION (DBA "MOFI") PROVIDES PROFESSIONAL ASSISTANCE GRANTS TO ITS BORROWERS FOR PROFESSIONAL SERVICES THROUGH LEGAL, ACCOUNTING AND MARKETING GRANTS. MOFI RECEIVES REPORTING FROM THE GRANTEE TO MONITOR THE USE OF PROCEEDS ON ITS GRANTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HEIDI DEARMENT | ||||||||||||||
| VP & CFO | $369,770 | $0 | $143,574 | $0 | $2,045 | $0 | $12,638 | $0 | $31,294 | $0 | $559,321 | $0 | $0 | $0 |
| DAVID GLASER | ||||||||||||||
| PRESIDENT | $376,460 | $0 | $143,574 | $0 | $825 | $0 | $12,638 | $0 | $25,422 | $0 | $558,919 | $0 | $0 | $0 |
| GREG ASTLE | ||||||||||||||
| DIRECTOR OF TAX CREDIT LEN | $247,138 | $0 | $96,888 | $0 | $1,080 | $0 | $8,400 | $0 | $18,079 | $0 | $371,585 | $0 | $0 | $0 |
| BETSY BEAUVAIS | ||||||||||||||
| DIRECTOR OF LENDING | $213,585 | $0 | $89,241 | $0 | $0 | $0 | $8,920 | $0 | $32,944 | $0 | $344,690 | $0 | $0 | $0 |
| BEN WRIGHT | ||||||||||||||
| DIRECTOR OF OPERATIONS | $204,514 | $0 | $78,807 | $0 | $1,200 | $0 | $8,383 | $0 | $28,598 | $0 | $321,502 | $0 | $0 | $0 |
| RACHEL MCDONOUGH | ||||||||||||||
| DIRECTOR OF FINANCE | $178,169 | $0 | $74,462 | $0 | $850 | $0 | $7,189 | $0 | $25,703 | $0 | $286,373 | $0 | $0 | $0 |
| LEAH KNICKERBOCKER | ||||||||||||||
| CHIEF LENDING OFFICER | $120,707 | $0 | $20,979 | $0 | $1,200 | $0 | $4,800 | $0 | $18,079 | $0 | $165,765 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | MOFI PROVIDES A BENEFIT FOR ALL EMPLOYEES TO PAY GYM MEMBERSHIP DUES. THESE DUES ARE TREATED AS TAXABLE INCOME. THESE AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN B(III) AND INCLUDED IN THE INDIVIDUALS 2022 W-2S. |
| PART I, LINE 5 | IN 2022, MOFI ESTABLISHED AN EXECUTIVE BONUS PLAN. |
| PART I, LINE 7 | INCLUDED IN SCHEDULE J, PART II COLUMN B(II) ARE AMOUNTS REPRESENTING BONUSES. THESE AMOUNTS WERE INCLUDED IN THE INDIVIDUALS 2022 W-2 AND APPROVED BY THE BOARD. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE REVIEWS THE FORM 990 ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD AND STAFF ANNOUNCE POTENTIAL CONFLICTS OF INTEREST AT APPROPRIATE MEETINGS (LOAN COMMITTEE & BOARD MEETINGS) AS WELL AS ANNUALLY DISCLOSING CONFLICTS ON OUR CONFLICT OF INTEREST FORMS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION DETERMINES COMPENSATION FOR ALL MANAGEMENT STAFF AND FOR THE MAJORITY OF THE OTHER STAFF MEMBERS BY CONDUCTING STAFF AND POSITION SPECIFIC SALARY SURVEYS, INDUSTRY INTERVIEWS, AND REVIEWS OF 990'S FOR INDUSTRY AND OTHER PEER ORGANIZATIONS. THE CEO'S COMPENSATION IS ESTABLISHED ANNUALLY BY THE EXECUTIVE COMMITTEE BASED ON THE SURVEY RESULTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (32 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARAPAHO SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 300949005 | PROVIDE INV CAP. | MT | N/A | RELATED | $5 | $4,920 | 0 | Yes (1) | 0.00010 |
| BLACKFEET CC SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 300947934 | PROVIDE INV CAP. | MT | N/A | RELATED | $3 | $10,725 | 0 | Yes (1) | 0.00010 |
| BUTTE HARDWARE SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 384010282 | PROVIDE INV CAP. | MT | N/A | RELATED | $20 | $10,675 | 0 | Yes (1) | 0.00010 |
| CAPEHON BILLINGS SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 462871860 | PROVIDE INV CAP. | MT | N/A | RELATED | $20 | 0 | Yes (1) | 0.00010 | |
| CD2 SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 364843749 | PROVIDE INV CAP. | MT | N/A | RELATED | $5 | $11,959 | 0 | Yes (1) | 0.00010 |
| CDA YOUTH CENTER SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 352626272 | PROVIDE INV CAP. | MT | N/A | RELATED | $4 | $11,969 | 0 | Yes (1) | 0.00010 |
| COBBLESTONE SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 364843778 | PROVIDE INV CAP. | MT | N/A | RELATED | $15 | $10,666 | 0 | Yes (1) | 0.00010 |
| COPPER KING SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 462894163 | PROVIDE INV CAP. | MT | N/A | RELATED | $24 | $10,964 | 0 | Yes (1) | 0.00010 |
| FAMILY SERVICE SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 275488818 | PROVIDE INV CAP. | MT | N/A | RELATED | $2 | $10,667 | 0 | Yes (1) | 0.00010 |
| FOOD COOP SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 320501890 | PROVIDE INV CAP. | MT | N/A | RELATED | $29 | $11,170 | 0 | Yes (1) | 0.00010 |
| FORT PECK SUB CDE | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 462808746 | PROVIDE INV CAP. | MT | N/A | RELATED | -$6 | 0 | Yes (1) | 0.00010 | |
| FRESCA MEXICAN SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 364843004 | PROVIDE INV CAP. | MT | N/A | RELATED | $31 | $12,656 | 0 | Yes (1) | 0.00010 |
| GF RESCUE MISSION SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 462858949 | PROVIDE INV CAP. | MT | N/A | RELATED | -$7 | 0 | Yes (1) | 0.00010 | |
| GROCERY SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 320502403 | PROVIDE INV CAP. | MT | N/A | RELATED | $2 | $11,285 | 0 | Yes (1) | 0.00010 |
| HELENA ARMORY SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 462829334 | PROVIDE INV CAP. | MT | N/A | RELATED | $45 | $11,571 | 0 | Yes (1) | 0.00010 |
| HEMMING CEDARS SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 462883296 | PROVIDE INV CAP. | MT | N/A | RELATED | $53 | $13,128 | 0 | Yes (1) | 0.00010 |
| MFB SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 462911964 | PROVIDE INV CAP. | MT | N/A | RELATED | $2 | $10,634 | 0 | Yes (1) | 0.00010 |
| MOSCOW SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 611885269 | PROVIDE INV CAP. | MT | N/A | RELATED | $1 | $11,973 | 0 | Yes (1) | 0.00010 |
| NWE SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 454982835 | PROVIDE INV CAP. | MT | N/A | RELATED | -$27 | 0 | Yes (1) | 0.00010 | |
| OSBORNE SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 300948996 | PROVIDE INV CAP. | MT | N/A | RELATED | $31 | $10,999 | 0 | Yes (1) | 0.00010 |
| RSVP RAINBOW SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 300947771 | PROVIDE INV CAP. | MT | N/A | RELATED | $18 | $10,935 | 0 | Yes (1) | 0.00010 |
| UNIVERSAL SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 462846837 | PROVIDE INV CAP. | MT | N/A | RELATED | -$8 | 0 | Yes (1) | 0.00010 | |
| WESTERN STATES SUB | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 462835725 | PROVIDE INV CAP. | MT | N/A | RELATED | -$1,355 | 0 | Yes (1) | 0.00010 | |
| YWMSO SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 352625874 | PROVIDE INV CAP. | MT | N/A | RELATED | $4 | $11,187 | 0 | Yes (1) | 0.00010 |
| AVERY SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 844874343 | PROVIDE INV CAP. | MT | N/A | RELATED | $12 | $11,412 | 0 | Yes (1) | 0.00010 |
| IMH SUB CD | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 611885703 | PROVIDE INV CAP. | MT | N/A | RELATED | 0 | Yes (1) | 0.00010 | ||
| INDEPENDENT SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 352626981 | PROVIDE INV CAP. | MT | N/A | RELATED | $15 | $10,635 | 0 | Yes (1) | 0.00010 |
| ONESIXTY SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 611886036 | PROVIDE INV CAP. | MT | N/A | RELATED | $30 | $11,296 | 0 | Yes (1) | 0.00010 |
| ONE HEALTH SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 384080719 | PROVIDE INV CAP. | MT | N/A | RELATED | $4 | $10,958 | 0 | Yes (1) | 0.00010 |
| PREMIER SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 320565383 | PROVIDE INV CAP. | MT | N/A | RELATED | 0 | Yes (1) | 0.00010 | ||
| WELLNESS CENTER SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 371896662 | PROVIDE INV CAP. | MT | N/A | RELATED | $10 | $12,171 | 0 | Yes (1) | 0.00010 |
| WYOTECH SUB CDE LLC | |||||||||||||
| 229 EAST MAIN ST | MISSOULA | MT | 59802 | 844892822 | PROVIDE INV CAP. | MT | N/A | RELATED | $15 | $11,801 | 0 | Yes (1) | 0.00010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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