2012-05-11T08:21:45-07:00 2011-06-30 CPR ACCOUNTING PLLP PO BOX 4325 MISSOULA MT 59806 990 2010-07-01 810350886 HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC HUMA 4065874486 32 SOUTH TRACY BOZEMAN MT 59715 JEFFREY RUPP 4065874486 2012-03-22 LOREN W RANDALL CPA 4067285539 2012-05-11 2010 2016-02-24 21:20:13Z JEFFREY K RUPP 32 SOUTH TRACY BOZEMAN MT 59715 15924882 false X www.thehrdc.org X 1975 MT 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. 14 14 228 750 0 13137307 13028094 1490937 1511929 46364 38389 -72764 14674608 14505648 78253 557494 0 3107104 3406902 0 8899 7312484 6348887 10497841 10313283 4176767 4192365 15021850 18135759 1820608 1658220 13201242 16477539 X HRDC is a non-profit community action agency false false 3573086 50854 71313 HEALTH, NUTRITION AND SENIOR CITIZENS - SEE SCHEDULE O FOR COMPLETE DESCRIPTION. 1488146 277597 ENERGY PROGRAMS - SEE SCHEDULE O FOR COMPLETE DESCRIPTION. 1402197 559996 HOUSING - SEE SCHEDULE O FOR COMPLETE DESCRIPTION. 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. 3149717 530259 9613146 true false false true false false false false false true false false true false false false true false false false false false false false false false true true false false false false false false false false false true false false false false true true true false true 159 0 true 228 true false false false false false false false false false true false false false false X 14 14 false false false false false false false true true false false false true true true false true true true false X X CORPORATION 4065874486 32 SOUTH TRACY BOZEMAN MT 59715 JEFFREY K RUPP 60.00 X 79977 0 11593 MARY A MARTIN 40.00 X 63542 0 15418 DAVID KACK 1.00 X 0 0 0 CHERYL RIDGELY 1.00 X 0 0 0 MITCH BRADLEY 1.00 X 0 0 0 RON BREY 1.00 X 0 0 0 CHRIS BUDESKI 1.00 X 0 0 0 COURTNEY LEHMAN 1.00 X 0 0 0 AL MAURILLO 1.00 X 0 0 0 JOE MENICUCCI 1.00 X 0 0 0 KRIS MOOS 1.00 X 0 0 0 ROMONA STOUT 1.00 X 0 0 0 KATHRYN TANNER 1.00 X 0 0 0 WHITT HAMPTON 40.00 X 62862 0 15396 CRYSTAL TURNER 1.00 X 0 0 0 GENE TOWNSEND 1.00 X 0 0 0 BILLIE WARFORD 1.00 X 0 0 0 206381 42407 false false false 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 8 9288756 3739338 2821283 13028094 FAMILY DEVELOPMENT 624100 173483 HOUSING 624200 632760 HEALTH, NUTRITION, SENIOR SVS 624100 71313 ENERGY 624200 277597 TRANSPORTATION 485110 356776 1511929 38389 38389 1346470 1419234 -72764 -72764 14505648 1439165 38389 50854 50854 506640 506640 257952 172914 85038 0 2380374 2133316 247058 0 80732 74227 6505 0 419413 382984 36429 0 268431 244966 23465 0 8048 6309 1739 0 34451 0 34451 0 1435178 1402757 32421 0 91322 48389 42933 0 336377 270577 65800 0 229574 226602 2972 0 40197 20804 19393 0 375641 353604 22037 0 109065 100836 8229 0 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 27833 27833 0 0 10313283 9613146 691238 8899 372364 249538 2048685 3103102 1078113 793992 283632 279563 2270050 2014117 3044449 5992967 11423 94374 8107551 2583716 4679135 5523835 1233999 84271 15021850 18135759 951565 841319 95343 65292 773700 751609 1820608 1658220 X 12285137 15339438 916105 1138101 13201242 16477539 15021850 18135759 X 4192365 -916068 X false true true X true true X 5511247 5835538 8554984 13137307 13028094 46067170 5511247 5835538 8554984 13137307 13028094 46067170 46067170 30012 48394 46532 46364 38389 209691 46276861 6455397 0.99550 0.99460 X 0 0 0 1 1 10313282 10313283 665664 166416 false 514368 574265 674892 665664 2429189 3643784 5 5 1 11 128592 143566 168723 166416 607297 910946 5 5 10 1620052 1620052 4439866 1314413 3125453 2047633 1269303 778330 5523835 CONSTRUCTION IN PROGRESS 84271 84271 Pt X Provisions for income taxes have not been recorded in these financial statements true 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 3 0 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 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. X 1763302 2821283 false true false 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. 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 MILES LIMITED PARTNERSHIP 32 SOUTH TRACY BOZEMAN MT 59715 810538771 LOW INCOME HOUSING TAX CREDIT PROJ MT MILES BLDG INC rel true false false true false false false false false false false false false false false true false false 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