HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC (EIN 81-0350886)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-11
- IRS object ID
- 201221329349300982
- Schema version
- 2010v3.2
- 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) |
|---|---|---|
| Timestamp | 2012-05-11T08:21:45-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CPR ACCOUNTING PLLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4325 | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810350886 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HUMA | NameControl |
| Phone | 4065874486 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 SOUTH TRACY | AddressLine1 |
| City | BOZEMAN | City |
| State | MT | State |
| ZIP Code | 59715 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY RUPP | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4065874486 | Phone |
| Date Signed | 2012-03-22 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOREN W RANDALL CPA | Name |
| Phone | 4067285539 | Phone |
| Date Prepared | 2012-05-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JEFFREY K RUPP | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 SOUTH TRACY | AddressLine1 |
| City | BOZEMAN | City |
| State | MT | State |
| ZIP Code | 59715 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15924882 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.thehrdc.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | HRDC is leading not-for-profit corporation dedicated to serving communities and peoples needs by developing resources that provide opportunities and essential services such as health and nutrition, emergency services, affordable housing, Head Start, youth development, volunteer opportunities, transportation, energy assistance and conservation and community development. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 228 | TotalNbrEmployees |
| Total Nbr Volunteers | 750 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 13137307 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13028094 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1490937 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1511929 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 46364 | InvestmentIncomePriorYear |
| Investment Income Current Year | 38389 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | -72764 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14674608 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14505648 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 78253 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 557494 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3107104 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3406902 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 8899 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7312484 | OtherExpensePriorYear |
| Other Expenses Current Year | 6348887 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10497841 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10313283 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4176767 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4192365 | RevenuesLessExpensesCY |
| Total Assets BOY | 15021850 | TotalAssetsBOY |
| Total Assets EOY | 18135759 | TotalAssetsEOY |
| Total Liabilities BOY | 1820608 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1658220 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13201242 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16477539 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | HRDC is a non-profit community action agency | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3573086 | Expense |
| Grants | 50854 | Grants |
| Revenue | 71313 | Revenue |
| Description | HEALTH, NUTRITION AND SENIOR CITIZENS - SEE SCHEDULE O FOR COMPLETE DESCRIPTION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1488146 | Expense |
| Revenue | 277597 | Revenue |
| Description | ENERGY PROGRAMS - SEE SCHEDULE O FOR COMPLETE DESCRIPTION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1402197 | Expense |
| Revenue | 559996 | Revenue |
| Description | HOUSING - SEE SCHEDULE O FOR COMPLETE DESCRIPTION. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 1421443 | 173483 | EARLY CHILDHOOD DEVELOPMENT - SEE SCHEDULE 0 FOR COMPLETE DESCRIPTION |
| 1456405 | 356776 | TRANSPORTATION - SEE SCHEDULE O FOR COMPLETE DESCRIPTION |
| 271869 | YOUTH DEVELOPMENT - SEE SCHEDULE O FOR COMPLETE DESCRIPTION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3149717 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 530259 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 9613146 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 159 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 228 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form1098 C Filed | true | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4065874486 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 SOUTH TRACY | AddressLine1 |
| City | BOZEMAN | City |
| State | MT | State |
| ZIP Code | 59715 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector |
|---|---|---|---|---|---|---|
| JEFFREY K RUPP | ||||||
| PRES/CEO | 60.00 | X | 79977 | 0 | 11593 | |
| MARY A MARTIN | ||||||
| SECRETARY | 40.00 | X | 63542 | 0 | 15418 | |
| DAVID KACK | ||||||
| CHAIR | 1.00 | 0 | 0 | 0 | X | |
| CHERYL RIDGELY | ||||||
| VICE CHAIR | 1.00 | 0 | 0 | 0 | X | |
| MITCH BRADLEY | ||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | |
| RON BREY | ||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | |
| CHRIS BUDESKI | ||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | |
| COURTNEY LEHMAN | ||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | |
| AL MAURILLO | ||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | |
| JOE MENICUCCI | ||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | |
| KRIS MOOS | ||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | |
| ROMONA STOUT | ||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | |
| KATHRYN TANNER | ||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | |
| WHITT HAMPTON | ||||||
| FISCAL MANAGER | 40.00 | X | 62862 | 0 | 15396 | |
| CRYSTAL TURNER | ||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | |
| GENE TOWNSEND | ||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | |
| BILLIE WARFORD | ||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 206381 | TotalReportableCompFromOrg |
| Total Other Compensation | 42407 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| INTRINSIK | |||||
| 111 N TRACY | BOZEMAN | MT | 59715 | ARCHITECT/BUILDING CONSTRUCT. ADMIN | 374043 |
| COLD COMFORT WEATHERIZATION | |||||
| 415 FLOSS FLATS UNIT D | BELGRADE | MT | 59714 | WEATHERIZATION CONTRACT | 487012 |
| ROTHERHAM CONSTRUCTION INC | |||||
| 240 FALCON LANE | BOZEMAN | MT | 59718 | BUILDING CONSTRUCTION | 1944475 |
| BN BUILDERS INC | |||||
| 2601 4TH AVE 350 | SEATTLE | WA | 98121 | BUILDING CONSTRUCTION | 803735 |
| FIRST STUDENT INC | |||||
| 24179 NETWORK PLACE | CHICAGO | IL | 60673 | PUBLIC TRANSPORTATION | 351506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Government Grants | 9288756 | GovernmentGrants |
| All Other Contributions | 3739338 | AllOtherContributions |
| Noncash Contributions | 2821283 | NoncashContributions |
| Total Contributions | 13028094 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn |
|---|---|---|
| FAMILY DEVELOPMENT | 624100 | 173483 |
| HOUSING | 624200 | 632760 |
| HEALTH, NUTRITION, SENIOR SVS | 624100 | 71313 |
| ENERGY | 624200 | 277597 |
| TRANSPORTATION | 485110 | 356776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1511929 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38389 | TotalRevenueColumn |
| Exclusion | $38,389 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1346470 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1419234 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -72764 | TotalRevenueColumn |
| Related Or Exempt Function Income | -72764 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14505648 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1439165 | RelatedOrExemptFunctionIncome |
| Exclusion | $38,389 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50854 | Total |
| Program Services | 50854 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 506640 | Total |
| Program Services | 506640 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 257952 | Total |
| Program Services | 172914 | ProgramServices |
| Management And General | 85038 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2380374 | Total |
| Program Services | 2133316 | ProgramServices |
| Management And General | 247058 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80732 | Total |
| Program Services | 74227 | ProgramServices |
| Management And General | 6505 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419413 | Total |
| Program Services | 382984 | ProgramServices |
| Management And General | 36429 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268431 | Total |
| Program Services | 244966 | ProgramServices |
| Management And General | 23465 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8048 | Total |
| Program Services | 6309 | ProgramServices |
| Management And General | 1739 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34451 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 34451 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1435178 | Total |
| Program Services | 1402757 | ProgramServices |
| Management And General | 32421 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91322 | Total |
| Program Services | 48389 | ProgramServices |
| Management And General | 42933 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336377 | Total |
| Program Services | 270577 | ProgramServices |
| Management And General | 65800 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229574 | Total |
| Program Services | 226602 | ProgramServices |
| Management And General | 2972 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40197 | Total |
| Program Services | 20804 | ProgramServices |
| Management And General | 19393 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375641 | Total |
| Program Services | 353604 | ProgramServices |
| Management And General | 22037 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109065 | Total |
| Program Services | 100836 | ProgramServices |
| Management And General | 8229 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | 386572 | 375535 | 11037 | 0 |
| OTHER MISC | 102471 | 91602 | 10869 | 0 |
| FOOD | 2967659 | 2967659 | 0 | 0 |
| SUPPLIES | 145389 | 114967 | 21523 | 8899 |
| TRAINING | 59110 | 39771 | 19339 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27833 | Total |
| Program Services | 27833 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10313283 | Total |
| Program Services | 9613146 | ProgramServices |
| Management And General | 691238 | ManagementAndGeneral |
| Fundraising | 8899 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 372364 | BOY |
| EOY | 249538 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2048685 | BOY |
| EOY | 3103102 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1078113 | BOY |
| EOY | 793992 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 283632 | BOY |
| EOY | 279563 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2270050 | BOY |
| EOY | 2014117 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3044449 | BOY |
| EOY | 5992967 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11423 | BOY |
| EOY | 94374 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8107551 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2583716 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4679135 | BOY |
| EOY | 5523835 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1233999 | BOY |
| EOY | 84271 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15021850 | BOY |
| EOY | 18135759 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 951565 | BOY |
| EOY | 841319 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95343 | BOY |
| EOY | 65292 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 773700 | BOY |
| EOY | 751609 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1820608 | BOY |
| EOY | 1658220 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12285137 | BOY |
| EOY | 15339438 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 916105 | BOY |
| EOY | 1138101 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13201242 | BOY |
| EOY | 16477539 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15021850 | BOY |
| EOY | 18135759 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4192365 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -916068 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5511247 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5835538 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8554984 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13137307 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13028094 | CurrentTaxYear |
| Total | 46067170 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5511247 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5835538 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8554984 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13137307 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13028094 | CurrentTaxYear |
| Total | 46067170 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 46067170 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30012 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 48394 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 46532 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46364 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38389 | CurrentTaxYear |
| Total | 209691 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 46276861 | TotalSupport |
| Gross Receipts From Admissions Etc | 6455397 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99550 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99460 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Public Support Total509 | 0 | PublicSupportTotal509 |
| Public Support Percentage509 | 0 | PublicSupportPercentage509 |
| Investment Income Percentage | 0 | InvestmentIncomePercentage |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 10313282 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 10313283 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 665664 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 166416 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 514368 | CurrentYearMinus3 |
| Current Year Minus2 | 574265 | CurrentYearMinus2 |
| Current Year Minus1 | 674892 | CurrentYearMinus1 |
| Current Year | 665664 | CurrentYear |
| Total | 2429189 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,643,784 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 5 | CurrentYearMinus3 |
| Current Year Minus2 | 5 | CurrentYearMinus2 |
| Current Year | 1 | CurrentYear |
| Total | 11 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 128592 | CurrentYearMinus3 |
| Current Year Minus2 | 143566 | CurrentYearMinus2 |
| Current Year Minus1 | 168723 | CurrentYearMinus1 |
| Current Year | 166416 | CurrentYear |
| Total | 607297 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $910,946 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 5 | CurrentYearMinus3 |
| Current Year Minus2 | 5 | CurrentYearMinus2 |
| Total | 10 | Total |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1620052 | OtherCostOrOtherBasis |
| Book Value | 1620052 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4439866 | OtherCostOrOtherBasis |
| Depreciation | 1314413 | Depreciation |
| Book Value | 3125453 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2047633 | OtherCostOrOtherBasis |
| Depreciation | 1269303 | Depreciation |
| Book Value | 778330 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5523835 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONSTRUCTION IN PROGRESS | Description |
| Book Value | 84271 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 84271 | TotalBookValueOtherAssets |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Pt X | Identifier |
| Explanation | Provisions for income taxes have not been recorded in these financial statements | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| FAMILY PROMISE OF GALLATIN COUNTY | |||||||
| PO BOX 475 | BOZEMAN | MT | 59715 | 113739588 | 501(c)3 | 34272 | HOUSING ASSIST |
| HAVEN | |||||||
| PO BOX 752 | BOZEMAN | MT | 59771 | 810389914 | 501(c)3 | 11980 | EMERGENCY SHELTER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| HOUSING ASSISTANCE | 10300 | 150937 | FMV | RENTAL ASSISTANCE |
| ENERGY ASSISTANCE | 3300 | 344147 | FMV | WEATHERIZATION/ENERGY ASSIST |
| EMERGENCY SERVICES | 300 | 3442 | FMV | PERS NEEDS AND FOOD |
| FAMILY SERVICES | 1000 | 8114 | FMV | HEALTH CARE/EDUCATION |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt I Line 2 | THE AGENCY RECEIVING THE SUB GRANT MUST GIVE DETAILED REPORTS ON THE |
| Pt I Line 2 | USE OF FUNDING PROVIDED ON A QUARTERLY OR ANNUAL BASIS. |
Schedule M IRS990ScheduleM
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1763302 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2821283 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (154 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI-B, Line 11a | A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE MEMBERS OF |
| THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT. THE FISCAL | |
| OFFICER AND AUDIT/FINANCE COMMITTEE REVIEWS THE FORM 990 IN DEPTH | |
| PRIOR TO FINALIZING THE FORM 990 TAX RETURN. | |
| Pt VI-B, Line 12c | ANNUALLY THE AGENCY REVIEWS ITS CONFLICT OF INTEREST POLICY |
| WITH THE BOARD OF DIRECTORS. BOARD MEMBERS ARE REQUIRED TO | |
| DISCLOSE IN WRITING ANY KNOWN CONFLICTS. SHOULD AN EVENT | |
| OCCUR IN WHICH A BOARD MEMBER BECOMES AWARE OF A CONFLICT | |
| OF INTEREST, THE MEMBER IS REQUIRED TO DISCLOSE IT IMMEDIATELY | |
| AND NO LONGER PARTICIPATE IN FURTHER DISCUSSION ON THE MATTER | |
| CREATNG THE CONFLICT. | |
| Pt VI-B, Line 15 | THE BOARD OF DIRECTORS ANNUALLY EVALUATES THE CHIEF EXECUTIVE |
| OFFICER. BASED ON PERFORMANCE AND COMPARISON OF WAGE RATES | |
| FOR SIMILAR POSITIONS IN THE GEOGRAPHIC AREA, A RECOMMENDATION | |
| IS MADE REGARDING COMPENSATION ANNUALLY. | |
| Pt VI-C, Line 19 | THE AGENCY'S ANNUAL AUDIT REPORT IS AVAILABLE ON THE AGENCY'S |
| WEBSITE. POLICIES AND CONFLICTS OF INTEREST POLICIES ARE | |
| AVAILABLE UPON REQUEST. | |
| Pt XI | THE MT DEPARTMENT OF COMMERCE CHANGED ITS REGULATIONS REGARDING |
| HOME GRANT FUNDS. THE CHANGE REQUIRES PROGRAM INCOME AND | |
| RECAPTURED LOAN FUNDS FROM HOME GRANT FUNDS PREVIOUSLY | |
| USED FOR A REVOLVING LOAN FUND TO BE RETURNED TO THE DEPARTMENT | |
| OF COMMERCE OR BE USED TO REDUCE CURRENT YEAR GRANT FUNDING. | |
| PART III LINE 4 | The Human Resource Development Council, District IX (HRDC) was established in 1975 |
| and serves Gallatin, Park, and Meagher Counties in central Montana. | |
| We are a non-profit community action agency, dedicated to strengthening community | |
| Form 990EZ, Part I, Line 16 | TRAVEL AND TRAINING CONTRACT SERVICES INSURANCE OUTREACH OTHER |
| Form 990EZ, Part II, Line 24 | ACCOUNTS RECEIVABLE - NET GRANTS RECEIVABLE - NET OTHER RECEIVABLES INVENTORIES PREPAIDS |
| Form 990EZ, Part II, Line 26 | ACCOUNTS PAYABLE & ACCRUED EXPENSES DEFERRED REVENUE BONDS, MORTGAGES & OTHER NOTES |
| Form 990, Part III, Line 4d | EARLY CHILDHOOD DEVELOPMENT - SEE SCHEDULE 0 FOR COMPLETE DESCRIPTION 1421443. 0. 173483. TRANSPORTATION - SEE SCHEDULE O FOR COMPLETE DESCRIPTION 1456405. 0. 356776. YOUTH DEVELOPMENT - SEE SCHEDULE O FOR COMPLETE DESCRIPTION. 271869. 0. 0. |
| Form 990, Part IX, Line 24f | DONATIONS BAD DEBTS OTHER |
| and advancing the quality of people's lives. We work to achieve this | |
| by developing the resources (talent and capital) to help people of all ages and | |
| situations confront and overcome obstacles so that they can improve | |
| their lives. We focus on seven strategic challenges and operate multiple programs | |
| to address these pressing human needs. We serve our community in these | |
| seven areas: Food and Nutrition, Housing and Homelessness, Child and Youth | |
| Development, Senior Empowerment, Community Transportation, Home Heating, Efficiency, | |
| and Safety, and Community and Economic Development. Through our programs, we foster | |
| sustainable results through practical, comprehensive approaches | |
| to social and economic challenges. | |
| PART III LINE 4A | Housing: (Expenses $1,237,729 including grants of $46,253)(Revenues $870,802) |
| HRDC's Housing initiative works across all levels of housing security, from | |
| homelessness to homeownership. HRDC's Housing programs work to ensure that every | |
| member of our community can afford to have and preserve a place to call home, whether it | |
| is in the form of emergency shelter, transitional housing, affordable rentals, rental | |
| subsidies, down payment assistance, or home repairs. HRDC incorporates its community | |
| development and strategic planning initiatives into a housing strategy to meet both the | |
| needs of the community and our customers. HRDC's housing initiative encompasses the | |
| Warming Center, Amos House, the Home to Stay Program, Resource Property | |
| Management, the Road to Home Program, and the Home Rehabilitation Program offering | |
| services from housing stabilization to homebuyer education to home safety repairs | |
| HRDC's housing initiative comprises 5% of all agency expenditures and operations | |
| HRDC's housing programs provide: 24 beds of emergency shelter, 24 units of | |
| transitional housing, 400 rental assistance vouchers, 271 units of affordable housing, | |
| homeless prevention and placement assistance for more than 500 households annually, | |
| homebuyer education to 300 households annually, down payment assistance to 26 | |
| households annually, and home safety and repair services to 20 households annually. | |
| This is made possible by funding from: Department of Housing and Urban Development | |
| (HUD) 19.0%, HOME 21.1%, Neighborworks of Montana 2.5%, State of Montana 2.5%, | |
| Private Grants 1.7%, United Way 1.2%, FEMA 1.5%, City of Bozeman 11.9%, and | |
| Donations 3.8%, Montana Department of Commerce 13.9%, Management Fees 11.7%, | |
| Rents 5.4%, RC&D 1.6%, Other 2.1% . | |
| Energy: (Expenses $1,519,339 including Grants of $0)(Revenues $1,093,760) | |
| HRDC's Energy Initiative combines emergency assistance, heat bill supplements, and | |
| home energy savings measures to offset heating costs for limited income households. | |
| Heating costs for older homes, mobile homes, and energy-inefficient apartment rentals | |
| can cause a household to face significant energy cost increases during the winter months | |
| in Montana. Emergency assistance can be in the form of service shut-off prevention and | |
| hot water heater or furnace replacement and is provided to more than 1,000 households | |
| annually, heat bill supplements are provided to more than 2,000 households annually to | |
| assist households through the winter months, financial assistance is paid directly to the | |
| heat vendor. Energy saving measures are conducted for homes of eligible households | |
| and create more efficient homes by installing effective insulation and weather-stripping, | |
| and testing and tuning combustion appliances for safety and efficiency. We strive to | |
| educate homeowners or renters on energy conservation, home health, and safety. | |
| Benefits are provided based on the projected Savings to Investment Ratio for the energy | |
| retrofit, which must pay for itself within the lifetime of the energy saving measure, this | |
| helps more than 300 households annually to reduce their overall heating costs in | |
| perpetuity. | |
| Energy services comprised 7% of agency expenditures and operations, and are funded | |
| 37% from the Department of Energy (30% ARRA), 40% from the State Department of | |
| Health and Human Services (Low Income Energy Assistance Program), 13% from | |
| Northwestern Energy, and 10% from Energy Share of Montana. | |
| Food & Nutrition: (Expenses $3,452,673 with Grants of $0)(Revenues $3,454,391)* | |
| HRDC's Nutrition initiative works to improve food security across Gallatin County. | |
| Through the Gallatin Valley and Headwaters Area Food Banks, food assistance is | |
| provided in the form of emergency food boxes, healthy snack packs for the weekend, | |
| nutritionally balanced lunches during the summer months, and supplemental foods to | |
| seniors. Nutrition is vital for our area's vulnerable senior and child populations, and our | |
| services touch 1 in 6 persons throughout Gallatin County. | |
| Nutrition services comprised 22% of agency activities and expenditures and are funded at | |
| 81% food donations, 1% United Way, 14% financial donations, 1% Fundraising, 1% | |
| Contract Income, and 1% Private Grants. | |
| *Expenses and Revenues include donated food values of $2,823,107 and $2,790,549 | |
| respectively. | |
| Transportation: (Expenses $1,445,631 with Grants of $0)(Revenues $1,414,020) | |
| HRDC's Public Transportation Initiative, Streamline, provides fare free public transit | |
| serving the communities of Belgrade, Bozeman, and Livingston. Systems run 6 days per | |
| week with 4 routes and offer special routes to Bridger, linkages with Skyline (to Big | |
| Sky), commuter routes to Belgrade and Livingston, and Latenight Service to the greater | |
| Bozeman area. Streamline recently celebrated providing its one millionth ride just | |
| following its 5 year service anniversary. HRDC's Para Transit Initiative, Galavan, serves | |
| our senior and disabled residents with door to door transportation to medical and other | |
| appointments. | |
| Transportation comprises 9% of HRDC's activities and expenditures and is funded at | |
| 52% State Department of Transportation, 8% Associated Students of Montana State | |
| University, 9% Contract Income, 9% City of Bozeman, and 6% Montana State | |
| University, Donations 5%, Title III Funds 1%, Gallatin County 3%, City of Belgrade 1%, | |
| Rider Support 1%, United Way 2%, Other 4%. | |
| Early Childhood and Youth: (Expenses $1,610,260 with Grants of $0) | |
| $1,628,208 with In Kind of $312,377) | |
| HRDC's Youth Initiative focuses on early childhood development and services for at-risk | |
| youth between the ages of 16-21. Our Head Start Program provides for the healthy | |
| development of children and the strengthening of families through education, health, | |
| nutrition, mental health, and disability services. Our Youth Development Program | |
| provides opportunities, focused direction, and inspiration for achievement to prepare | |
| youth to live up to their full potential and drive their own path to success, providing | |
| access to career exploration, academic and/or GED completion, employment skills and | |
| placement. | |
| The youth initiative comprised 10% of agency activities and expenditures and is funded | |
| at 82% Health and Human Services, 9% Workforce Investment Act, 4% Temporary | |
| Assistance for Needy Families, and 5% American Recovery and Reinvestment Act | |
| Funds. | |
| Senior Empowerment: (Expenses $204,968 with Grants of $0)(Revenues $203,026) | |
| HRDC's Senior Empowerment Initiative addresses quality of life and independence in | |
| the home for many of our area seniors. With door to door transportation to medical and | |
| other appointments, meaningful volunteer opportunities, supplemental foods, and in- | |
| home health care, we work to provide each and every senior with wrap around services | |
| that enable them to remain self-sufficient and be engaged with the community. | |
| Senior Empowerment comprised 1% of total agency activities and expenditures and is | |
| funded at 23% Title III, 6% Contract Income, 5% Gallatin County, 2% Donations, 3% | |
| Consumer Contributions, 2% Private Grant, 9% Community Service Block Grant Funds, | |
| 45% Corporation for National and Community Service, 1% Private Grants, 4% United | |
| Way. | |
| Community Development: (Expenses $6,292,022 with Grants of $4,602)(Revenues $7,219,983) | |
| HRDC's Community Development Initiative provides innovative and creative solutions | |
| to identified community needs. Public Transportation, Homebuyer education and down | |
| payment assistance, as well as construction of affordable housing are results of the | |
| community strategic planning process that HRDC conducts every five years. Finding | |
| resources to maintain existing services that are identified as vital to the community is also | |
| part of the Community Development initiative. This year's specific outcome includes | |
| construction of a 36 unit condominium structure available for purchase to households | |
| previously priced out of Bozeman's housing market. The goal is to build and sustain | |
| healthy communities through the construction of housing and community facilities and | |
| the development of community programs that educate and support families and | |
| individuals. | |
| Community development comprised 46% of the agencies activities and expenditures and | |
| is currently funded at 9% Community Service Block Grant Funds, 1% Rural Local | |
| Initiative Support Coalition and Northwest Area Foundation, and 90% Neighborhood | |
| Stabilization Program Funds. | |
| Note: The above expenses and revenues include the activity | |
| of the HRDC wholly owned subsidiaries which are | |
| eliminated for totals for the Form 990 tax returns. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| DARLINTON APARTMENTS INC | ||||||||||
| 32 SOUTH TRACY | BOZEMAN | MT | 59715 | 810528343 | LOW INCOME SENIOR HOUSING | MT | 501C3 | 11 TYPE I | NA | true |
| THE HOME CORPORATION | ||||||||||
| 32 SOUTH TRACY | BOZEMAN | MT | 59715 | 810511380 | LOW INCOME HOUSING | MT | 501C2 | NA | true | |
| SHERWOOD INN APARTMENTS INC | ||||||||||
| 32 SOUTH TRACY | BOZEMAN | MT | 59715 | 270037218 | LOW INCOME HOUSING | MT | 501C3 | 11 | NA | true |
| MILES BUILDING INC | ||||||||||
| 32 SOUTH TRACY | BOZEMAN | MT | 59715 | 810524709 | LOW INCOME HOUSING | MT | 501C3 | 11 | NA | true |
| SUMMIT APARTMENTS INC | ||||||||||
| 32 SOUTH TRACY | BOZEMAN | MT | 59715 | 810542899 | LOW INCOME HOUSING | MT | 501C3 | 11 | NA | true |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILES LIMITED PARTNERSHIP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 SOUTH TRACY | AddressLine1 |
| City | BOZEMAN | City |
| State | MT | State |
| ZIP Code | 59715 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810538771 | EIN |
| Primary Activity | LOW INCOME HOUSING TAX CREDIT PROJ | PrimaryActivity |
| Legal Domicile State | MT | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILES BLDG INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | rel | PredominantIncomeType |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| MILES BUILDING INC INTEREST | ||
| a | 31100 | FMV |
| SHERWOOD INN APARTMENTS INC INTEREST | ||
| a | 3600 | FMV |
| MILES BUILDING INC LOAN | ||
| d | 151713 | FMV |
| SHERWOOD INN APARTMENTS INC LOAN | ||
| d | 352138 | FMV |
| THE HOME CORPORATION LOAN | ||
| d | 6000 | FMV |
| THE HOME CORPORATION INTEREST | ||
| a | 360 | |
| THE HOME CORPORATION PROPERTY MANAGEMENT | ||
| p | 16556 | |
| SHERWOOD INN APARTMENTS INC PROPERTY MANAGEMENT | ||
| p | 32426 | |
| SUMMIT APARTMENTS INC PROPERTY MANAGEMENT | ||
| p | 5224 | |