HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC (EIN 81-0350886)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201111339349304141
- Schema version
- 2009v1.3
- 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 | 2011-05-13T14:10:02-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 | 2009-07-01 | 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 | 2011-05-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOREN W RANDALL CPA | Name |
| Phone | 4067285539 | Phone |
| Date Prepared | 2011-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 14674608 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 | 242 | TotalNbrEmployees |
| Total Nbr Volunteers | 750 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 8554984 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13137307 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1311602 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1490937 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 46532 | InvestmentIncomePriorYear |
| Investment Income Current Year | 46364 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9913118 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14674608 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 14782 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 78253 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2622563 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3107104 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 10402 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5847951 | OtherExpensePriorYear |
| Other Expenses Current Year | 7312484 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8485296 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10497841 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1427822 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4176767 | RevenuesLessExpensesCY |
| Total Assets BOY | 10710411 | TotalAssetsBOY |
| Total Assets EOY | 15021850 | TotalAssetsEOY |
| Total Liabilities BOY | 1685936 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1820608 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9024475 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13201242 | NetAssetsOrFundBalancesEOY |
| Mission Description | HRDC is a non-profit community action agency | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3335645 | Expense |
| Grants | 3666 | Grants |
| Revenue | 38865 | Revenue |
| Description | HEALTH, NUTRITION AND SENIOR CITIZENS - SEE SCHEDULE O FOR COMPLETE DESCRIPTION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1985288 | Expense |
| Revenue | 280495 | Revenue |
| Description | ENERGY PROGRAMS - SEE SCHEDULE O FOR COMPLETE DESCRIPTION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1467246 | Expense |
| Grants | 69632 | Grants |
| Revenue | 772714 | Revenue |
| Description | HOUSING - SEE SCHEDULE O FOR COMPLETE DESCRIPTION. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription | GrantsGrants |
|---|---|---|---|
| 1393665 | 95394 | EARLY CHILDHOOD DEVELOPMENT - SEE SCHEDULE 0 FOR COMPLETE DESCRIPTION | |
| 1289173 | 290686 | TRANSPORTATION - SEE SCHEDULE O FOR COMPLETE DESCRIPTION | |
| 305820 | 12783 | YOUTH DEVELOPMENT - SEE SCHEDULE O FOR COMPLETE DESCRIPTION. | 4955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2988658 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 4955 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 398863 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 9776837 | 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 |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | 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 | false | 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 |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 114 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 242 | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| 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 | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | 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 | 78639 | 0 | 6191 | |
| MARY A MARTIN | ||||||
| SECRETARY | 40.00 | X | 63556 | 0 | 14699 | |
| DONNA WEST | ||||||
| CHAIR | 1.00 | 0 | 0 | 0 | X | |
| DAVID KACK | ||||||
| VICE CHAIR | 1.00 | 0 | 0 | 0 | X | |
| CHRIS BUDESKI | ||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | |
| CYNTHIA CHENEY | ||||||
| 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 | |
| KATIE MOBERG | ||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | |
| KRIS MOOS | ||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | |
| CHERYL RIDGELY | ||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | |
| RAMONA STOUT | ||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | |
| KATHRYN TANNER | ||||||
| MEMBER | 1.00 | 0 | 0 | 0 | X | |
| WHITT HAMPTON | ||||||
| FISCAL MANAGER | 40.00 | X | 63235 | 0 | 14677 | |
| 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 | 205430 | TotalReportableCompFromOrg |
| Total Other Compensation | 35567 | 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 |
|---|---|---|---|---|---|
| HAVERKORN MAINT | |||||
| 14280 ROCKY MTN RD | BELGRADE | MT | 59714 | WEATHERIZATION CONTRACT | 137423 |
| VALLEY INSULATION | |||||
| 425 SOUTH F STREET | LIVINGSTON | MT | 59047 | WEATHERIZATION CONTRACT | 258969 |
| TRI-COUNTY SHEET METAL INC | |||||
| 118 EAST GEYSER | LIVINGSON | MT | 59047 | WEATHERIZATION CONTRACT | 110665 |
| COLD COMFORT WX | |||||
| 108 E DOOLEY | BELGRADE | MT | 59714 | WEATHERIZATION CONTRACT | 198295 |
| FIRST STUDENT INC | |||||
| 24179 NETWORK PLACE | CHICAGO | IL | 60673 | PUBLIC TRANSPORTATION | 373472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Government Grants | 9450402 | GovernmentGrants |
| All Other Contributions | 3686905 | AllOtherContributions |
| Noncash Contributions | 2569262 | NoncashContributions |
| Total Contributions | 13137307 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FAMILY DEVELOPMENT | 624100 | 108177 | 108177 |
| HOUSING | 624200 | 772714 | 772714 |
| HEALTH, NUTRITION, SENIOR SVS | 624100 | 38865 | 38865 |
| ENERGY | 624200 | 280495 | 280495 |
| TRANSPORTATION | 485110 | 290686 | 290686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1490937 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46364 | TotalRevenueColumn |
| Exclusion | $46,364 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14674608 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1490937 | RelatedOrExemptFunctionIncome |
| Exclusion | $46,364 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78253 | Total |
| Program Services | 78253 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240552 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 240552 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2216691 | Total |
| Program Services | 2122544 | ProgramServices |
| Management And General | 94147 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73223 | Total |
| Program Services | 73223 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 401599 | Total |
| Program Services | 366617 | ProgramServices |
| Management And General | 34982 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175039 | Total |
| Program Services | 154543 | ProgramServices |
| Management And General | 20496 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5444 | Total |
| Program Services | 4252 | ProgramServices |
| Management And General | 1192 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34515 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 34515 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1829792 | Total |
| Program Services | 1774004 | ProgramServices |
| Management And General | 55788 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90766 | Total |
| Program Services | 85747 | ProgramServices |
| Management And General | 5019 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71323 | Total |
| Program Services | 36472 | ProgramServices |
| Management And General | 34851 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275711 | Total |
| Program Services | 211443 | ProgramServices |
| Management And General | 64268 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202761 | Total |
| Program Services | 201903 | ProgramServices |
| Management And General | 858 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38430 | Total |
| Program Services | 18770 | ProgramServices |
| Management And General | 19660 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372473 | Total |
| Program Services | 361491 | ProgramServices |
| Management And General | 10982 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104509 | Total |
| Program Services | 94225 | ProgramServices |
| Management And General | 10284 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | 160987 | 143365 | 17622 | 0 |
| DIRECT CLIENT SERVICES | 953793 | 953765 | 28 | 0 |
| FOOD | 2625277 | 2625277 | 0 | 0 |
| SUPPLIES | 203618 | 147200 | 46016 | 10402 |
| TRAINING | 43216 | 34679 | 8537 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 299869 | Total |
| Program Services | 289064 | ProgramServices |
| Management And General | 10805 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10497841 | Total |
| Program Services | 9776837 | ProgramServices |
| Management And General | 710602 | ManagementAndGeneral |
| Fundraising | 10402 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180236 | BOY |
| EOY | 372364 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1519888 | BOY |
| EOY | 2048685 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1770186 | BOY |
| EOY | 1078113 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 203434 | BOY |
| EOY | 283632 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2109633 | BOY |
| EOY | 2270050 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107526 | BOY |
| EOY | 3044449 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4784 | BOY |
| EOY | 11423 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6894433 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2215298 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4814724 | BOY |
| EOY | 4679135 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1233999 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10710411 | BOY |
| EOY | 15021850 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 568278 | BOY |
| EOY | 951565 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58674 | BOY |
| EOY | 95343 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1058984 | BOY |
| EOY | 773700 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1685936 | BOY |
| EOY | 1820608 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8124669 | BOY |
| EOY | 12285137 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 899806 | BOY |
| EOY | 916105 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9024475 | BOY |
| EOY | 13201242 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10710411 | BOY |
| EOY | 15021850 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 4451784 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5511247 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5835538 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8554984 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13137307 | CurrentTaxYear |
| Total | 37490860 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4451784 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5511247 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5835538 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8554984 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13137307 | CurrentTaxYear |
| Total | 37490860 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 37490860 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33836 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30012 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48394 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46532 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46364 | CurrentTaxYear |
| Total | 205138 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 37695998 | TotalSupport |
| Gross Receipts From Admissions Etc | 6432348 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99460 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96510 | 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
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 10497841 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 10497841 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 674892 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 168723 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 457333 | CurrentYearMinus3 |
| Current Year Minus2 | 514368 | CurrentYearMinus2 |
| Current Year Minus1 | 574265 | CurrentYearMinus1 |
| Current Year | 674892 | CurrentYear |
| Total | 2220858 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,331,287 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 57 | CurrentYearMinus3 |
| Current Year Minus2 | 5 | CurrentYearMinus2 |
| Current Year Minus1 | 5 | CurrentYearMinus1 |
| Total | 67 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 114333 | CurrentYearMinus3 |
| Current Year Minus2 | 128592 | CurrentYearMinus2 |
| Current Year Minus1 | 143566 | CurrentYearMinus1 |
| Current Year | 168723 | CurrentYear |
| Total | 555214 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $832,821 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 57 | CurrentYearMinus3 |
| Current Year Minus2 | 5 | CurrentYearMinus2 |
| Current Year Minus1 | 5 | CurrentYearMinus1 |
| Total | 67 | Total |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1319994 | OtherCostOrOtherBasis |
| Book Value | 1319994 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1384847 | OtherCostOrOtherBasis |
| Depreciation | 1248271 | Depreciation |
| Book Value | 136576 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4189592 | OtherCostOrOtherBasis |
| Depreciation | 967027 | Depreciation |
| Book Value | 3222565 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4679135 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONSTRUCTION IN PROGRESS | Description |
| Book Value | 1233999 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1233999 | TotalBookValueOtherAssets |
| Total Revenue | 14674608 | TotalRevenue |
| Total Expenses | 10497841 | TotalExpenses |
| Excess Or Deficit For Year | 4176767 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 4176767 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14904302 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 229694 | OtherRevenues |
| Revenue Not Rptd F990 | 229694 | RevenueNotRptdF990 |
| Revenue Subtotal | 14674608 | RevenueSubtotal |
| Total Revenue Per Form990 | 14674608 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11012508 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 514667 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 514667 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10497841 | ExpensesSubtotal |
| Total Expenses Per Form990 | 10497841 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt X | Provisions for income taxes have not been recorded in these financial statements |
| because the Agency believes it had no income unrelated to its exempt purposes in 2010 or 2009. With few exceptions, the Agency is no longer subject to U.S. federal or state tax examinations by tax authorities for years before 2007. | |
| Pt XII Line 2d | SUBSIDIARY ELIMINATION |
| Pt XIII Line 2d | SUBSIDIARY ELIMINATION |
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 | 43250 | HOUSING ASSIST |
| HAVEN | |||||||
| PO BOX 752 | BOZEMAN | MT | 59771 | 810389914 | 501(c)3 | 23382 | EMERGENCY SHELTER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Pt I Line 2 | Identifier |
| Explanation | THE AGENCY RECEIVING THE SUB GRANT MUST GIVE DETAILED REPORTS ON THE USE OF FUNDING PROVIDED ON A QUARTERLY OR ANNUAL BASIS. | Explanation |
Schedule M IRS990ScheduleM
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1525456 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2569262 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | WHOLESALE VALUATION 1.58/LB | MethodOfDeterminingRevenues |
| 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 (362 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 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. | |
| PART III LINE 4 | Housing: |
| HRDC Housing programs work to ensure that every member of | |
| our community can afford to have a place to call home, | |
| whether it is a rental or a first-time homeownership. | |
| Section 8 Program - (Expenses $165,096, grants $0)(Revenues $165,282) | |
| The Section 8 Rental Assistance Program is administered | |
| locally by HRDC for the Montana Department of Commerce. | |
| Section 8 Rental Assistance provides access to safe, | |
| adequate, affordable housing of their own choosing to | |
| families and individuals who manage their households with | |
| very limited incomes. Eligible families must complete | |
| applications and then be placed on a waiting list for | |
| assistance, the current wait is approximately 1 to 2 years | |
| and contains 405 households. Participating families receive | |
| a rental subsidy in a home of their choosing, assuming it | |
| meets housing quality standards. The rental subsidy is the | |
| equivalent of the difference in their rent versus 30% of | |
| their income. During 2010, 429 households were provided | |
| with rental subsidies in order to obtain and maintain affordable housing. | |
| Resource Property Management (Expenses $199,289 including | |
| Grants of $0)(Revenues $240,073) | |
| Resource Property Management was formed as an entity of HRDC | |
| HRDC in late 1995 and provides 271 units of | |
| of affordable housing in Bozeman, Belgrade, Livingston, and | |
| Helena bringing comfortable housing within reach of people | |
| who are low-income, elderly, or disabled. Resource Property | |
| Management provides access to quality, affordable single | |
| family units (3), transitional housing units (2), mentally | |
| disabled units (7), family units (44), and elderly/disabled | |
| units (215). All apartment communities within Resource | |
| Property Management are income restricted. | |
| Home To Stay Program (Expenses $495,4448 including Grants of | |
| $69,632)(Revenues $419,716) | |
| Home To Stay Program prevents homelessness and secures | |
| housing for families without a home. This program is | |
| designed to assist families facing eviction due to | |
| non-payment of rent and to help locate housing for the | |
| homeless. Funding sources include: HUD, FEMA, United Way, | |
| and private contributions. During 2010, 539 households representing | |
| 1220 individuals have been assisted both financially and strategically | |
| with a plan to return to self-sufficiency. 430 households | |
| were assisted in preventing homelessness and 109 households were | |
| assisted in securing and obtaining housing who were | |
| experiencing homelessness. Of those households,11 were provided | |
| with rental assistance for rental arrears, 21 with hotel/motel assistance | |
| 35 with long-term rental assistance, 3 with mortgage assistance, 20 with utility deposit | |
| assistanc, 4 with utility payments, 76 with one-time rental assistance. | |
| Further assitance was provided in the form of application fees and | |
| and 0% interest loans for security and utility deposits. | |
| Road to Home (Expenses $146,097 including grants of $0) | |
| Revenues $362,985) | |
| The Road to Home Program is HRDC's homeownership initiative, | |
| offering homeownership education, individual pre-and post- | |
| purchase counseling, down payment assistance, low-interest | |
| mortgages, Section 8 Homeownership, delinquency prevention, | |
| and foreclosure counseling. Road to Home provides | |
| families with education and financial assistance to help | |
| families realize the American Dream of owning their own home | |
| The Road to Home down-payment assistance program provides up | |
| up to $20,000 in down-payment assistance to eligible | |
| households for the purchase of their first home. The | |
| Program also offers a matched savings account program for | |
| first time homebuyers, and has made homeownership financing | |
| possible for 93 households since its inception in 2003. Homebuyer loans | |
| disbursed to date total $1,915,037 including $247,170 this year. | |
| Funding for the Road to Home Program is provided by the Montana Dept | |
| of Commerce, Gallatin County, the City of Bozeman, and the | |
| U.S. Department of Housing and Urban Development. | |
| Home Rehabilitation (Expenses $419,590, including Grants of | |
| $0)(Revenues $346,168) | |
| The Home Rehabilitation Program offers forgivable loans to home owners | |
| to repair portions of the home that do not meet housing quality | |
| standards. Eligible applicants for the program own their | |
| own home and lot, and their home is on a foundation. The | |
| household income must be at or below 80% of the area median income. | |
| The Rehabiliation Program also offers a self-help section, allowing | |
| work to be performed by the household, friends, neighbors, and/or | |
| service groups, lowering the cost and providing home repair skills | |
| to the homeowner. HRDC partners with the Northern Rocky Mountain | |
| RC&D to add the self-help requirements for each household. | |
| This is one of three Rural Housing Services, self-help, home | |
| rehabilitation programs in the nation. The Rehabilitation Program | |
| worked with 7 households in 2010 to retrofit their homes, | |
| ensuring that some of our elderly and disabled homeowners | |
| remain in a safe environment while preserving their home. | |
| Energy Assistance: | |
| HRDC offers several programs to help low-income individuals | |
| and families combat the high cost of heating their homes | |
| during Montana's cold winters. LIEAP and Energy Share | |
| provide eligible households with financial assistance to | |
| help with heating costs. | |
| LIEAP (Expenses $313,785 including Grants of $0) | |
| (Revenues $313,785) | |
| LIEAP (Low Income Energy Assistance Program) is a federally | |
| funded program that helps by supplementing a families' cost | |
| to heat their home during the cold Montana winter months. | |
| LIEAP also provides emergency funds to replace and repair | |
| furnaces and hot water heaters. The amount of funding | |
| assistance each LIEAP household receives is determined by | |
| the household's income, size, type of heat, and other | |
| factors. LIEAP provides qualified applicants with a grant | |
| payment, paid directly to the heating vendor for the | |
| household. LIEAP emergency funds assisted 735 households | |
| with emergencies, furnace, and/or hot water heater repair/ | |
| replacement during 2010 and more than 2,104 households with | |
| their heating bills throughout the winter months. | |
| Energy Share (Expenses $157,855 including Grants of $0) | |
| (Revenues $166,350) | |
| Energy Share provides financial assistance to help with | |
| heating costs and offers solutions to heating emergencies | |
| such as shut-off notices and furnace failures. A committee | |
| of community members reviews requests for assistance and can | |
| loan or grant a family the money they need to resolve the | |
| energy emergency. Energy Share is funded by fundraising | |
| efforts spearheaded by Energy Share of Montana. Last year | |
| 291 households received emergency assistance through the | |
| energy share program, totaling $157,855. | |
| Weatherization (Expenses $1,523,468 including Grants of $0) | |
| (Revenues $1,520,640) | |
| The Weatherization Program creates more efficient homes by | |
| installing effective insulation and weather-stripping, and | |
| testing and tuning combustion appliances for safety and | |
| efficiency. The Program strives to educate homeowners or | |
| renters on energy conservation, home health, and safety. | |
| Eligible households will receive a benefit 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. In Fiscal Year ended June 30, | |
| 2010 the Weatherization Program installed energy | |
| conservation measures on 311 houses. | |
| Food & Nutrition: | |
| Emergency Food (Expenses $2,905,658 including Grants of $0) | |
| (Revenues $3,091,297) | |
| The Gallatin Valley Food Bank's Emergency Food Assistance | |
| Program provides emergency foods to individuals and families | |
| who otherwise might go hungry. Assistance is in the form of | |
| a five day food supply, requests for assistance are honored | |
| once every thirty days. This program has experienced | |
| significant increases in requests for assistance since 2008. | |
| During 2009, 1.51 million pounds of food were distributed | |
| to area families in need, honoring 15,981 emergency food | |
| requests. Emergency foods are also distributed via satellite | |
| sites, currently operating in Belgrade and Dry Creek. Funding | |
| for the Food Bank is provided primarily by contributions from | |
| within the community. | |
| Senior Groceries (Expenses $4,764 including Grants of $0) | |
| (Revenues $10,253) | |
| The Gallatin Valley Food Bank's Senior Grocery Program | |
| provides supplemental groceries for senior households in | |
| Gallatin, Park, and Madison counties. More than 325 seniors | |
| each month receive supplemental staple food items delivered | |
| directly to their homes. Funding for this program is | |
| provided by the United States Department of Agriculture | |
| Commodity Supplemental Food Program. Seniors currently | |
| receiving assistance are an average age of 73 years with a | |
| monthly income of less than $1,000. An estimated additional | |
| 400 seniors are eligible for the program within our service | |
| area. The Food Bank is pursuing alternative funding sources | |
| in order to expand the program to reach this most vulnerable | |
| population. | |
| Summer Lunch Program (Expenses $8,504 including Grants of | |
| $0)(Revenues $9,921) | |
| The Gallatin Valley Food Bank's Summer Lunch Program | |
| provides free, nutritionally balanced lunch time meals to | |
| area children throughout the summer months at five locations | |
| During the summer of 2010 an average of 100 children per day | |
| received free meals. | |
| The Program helps families with limited incomes adjust to | |
| the loss of the Free and Reduced Meal Programs in school | |
| during the summer months, while maintaining a nutritional | |
| balance for the child. Funding for this program is provided | |
| by the State Office of Public Instruction Summer Food | |
| Service Program. | |
| Healthy KidsPack Program (Expenses $27,352 including Grants | |
| of $0)(Revenues $27,352) | |
| The Gallatin Valley Food Bank's Healthy KidsPack Program | |
| provides free, nutritionally balanced weekend meals and | |
| snacks to area children for weekends and breaks throughout | |
| the school year. In 2010, seven elementary schools in | |
| Bozeman, Belgrade, Three Forks, Manhattan, West Yellowstone, | |
| and Willow Creek were served through this program. | |
| At present, approximately 435 kids are being provided with | |
| access to sufficient nutritious foods each week in the form | |
| of snack packs they can take home and prepare themselves | |
| over the weekend. The Program is designed to assist in | |
| addressing the occurrence and affects of hunger and | |
| malnutrition in our area school systems. | |
| Transportation: | |
| Galavan (Expenses $395,776 including Grants of $0) | |
| (Revenues $338,772) | |
| Galavan, HRDC's senior transportation program performed its | |
| first ride in 1973 with the goal of providing safe, | |
| affordable door-to-door shuttle service. Their mission was, | |
| and remains today, that the lack of affordable | |
| transportation not become a barrier to individual | |
| independence. Galavan helps people get everywhere from the | |
| doctor's office to the Supermarket, and safely back home. | |
| Services are available 6 days per week for area seniors and | |
| disabled persons and the route has expanded to include | |
| Belgrade, Manhattan, and Three Forks on a weekly basis. | |
| Galavan provided 25,238 rides in 2010, with 540 individuals | |
| receiving regular transportation. Galavan is currently | |
| funded by the City of Bozeman, Gallatin County, United Way, | |
| Area IV Agency on Aging, the City of Belgrade, rider and | |
| private donations. | |
| Streamline (Expenses $859,014 including Grants of $0) | |
| (Revenues $884,203) | |
| On August 21, 2006 Bozeman's new transit system, Streamline, | |
| hit the road with 4 routes. Streamline is a year round | |
| public transportation system providing fare free service | |
| throughout the Gallatin Valley. This service is a result of | |
| a collaboration of Montana State University's student | |
| association (ASMSU), United Way, The City of Bozeman, The | |
| City of Belgrade and Gallatin County. Now customers of the | |
| HRDC, both elderly and low income, have transportation | |
| options in our community. Streamline currently operates a | |
| Livingston Service, Late Night Service, Bridger Bowl Service | |
| Reach Service, and Public Transportation Service. | |
| Streamline is funded by the Federal Transit Administration, | |
| HRDC, ASMSU, MSU, MDT, City & County funds, United Way, | |
| Reach, Inc., Area IV Agency on Aging, and DUI Task Force. | |
| Streamline provided 240,709 rides across it 6 routes in 2010. | |
| Streamline is proud to announce an estimated carbon savings | |
| of 200 tons, or 400,000 pounds per year (stemming from high | |
| ridership and long distance routes). "Every ride Streamline | |
| provides benefits the community by reducing congestion, | |
| improving air quality, and providing safe and affordable | |
| transportation." - Jim Lynch, MDT Director. | |
| Early Childhood Development: | |
| Head Start (Expenses $1,324,475 including Grants of $0) | |
| (Revenues $1,324,472 and In Kind of $314,771) | |
| The HRDC Head Start Program provides for the healthy | |
| development of children and the strengthening of families | |
| through education, health, nutrition, mental health, and | |
| disability services. 168 families with children between the | |
| ages of 3 and 5 participate in Head Start each year. This | |
| early childhood program is of no charge to qualified | |
| families and offers the children a multitude of screening | |
| and educational opportunities including family services, | |
| parenting information, family wellness, and other | |
| preventative-based educational services. The Program offers | |
| classroom style experiences for kids with a wide range of | |
| developmental needs and strives to empower both children and | |
| parents with the ability to enrich their own lives as | |
| individuals and families, and in turn to enrich our | |
| community now and in the future. Head Start classrooms are | |
| in Bozeman, Belgrade, Livingston, and Gallatin Gateway. | |
| Funding for the Head Start Program is provided primarily by | |
| federal dollars. | |
| Youth Development: | |
| Youth Development (Expenses $324,726 including Grants of $0) | |
| (Revenues $319,397) | |
| HRDC's 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. The following services are | |
| available throughout Gallatin, Park, and Meagher counties: | |
| career exploration, academic or GED completion, Basic | |
| Employment Skills Training, employment placement | |
| opportunities, interview techniques, computer skills, work | |
| experience programs, goal setting, personal finances and | |
| budgeting, guidance and advocacy, and a support base to | |
| empower youth to meet the challenges of the transition from | |
| adolescence into young adulthood for a lifetime of | |
| opportunities. Of the 77 youth provided with services, 30% were | |
| placed into employment; 50% attained a degree or certificate; | |
| 84% improved their literacy and numeracy; 65% of enrolled | |
| youth completed the Basic Employment Skills Training. | |
| Volunteer Opportunities: | |
| RSVP (Expenses $144,416 including Grants of $0) | |
| (Revenues $140,619) | |
| RSVP, the Retired and Senior Volunteer Program provides | |
| meaningful volunteer opportunities for individuals age 55 | |
| and older to meet community needs. Libraries, hospitals, | |
| schools, and numerous other vital institutions benefit from | |
| the experience, expertise, and passion that each volunteer | |
| provides to tutor youth, deliver prepared meals to homebound | |
| individuals, build homes for those in need, and so very much | |
| more; and volunteers find great satisfaction in knowing that | |
| they are making a positive impact on their community. Last | |
| year, 712 RSVP volunteers contributed 84,773 hours to more than | |
| 100 non-profit, government and healthcare organizations in | |
| Gallatin and Park Counties. RSVP is funded by the | |
| Corporation for National Service, United Way, Gallatin | |
| County, Park County, Area IV Agency on Aging, and private | |
| contributions. | |
| In Home Services/Home Health: | |
| Homemaker Services (Expenses $78,041 including Grants of $0) | |
| (Revenues $68,807) | |
| HRDC's Homemaker Program coordinates in-home care for our | |
| community's elderly and disabled. Not only does the program | |
| ensure that the services patients receive are appropriate | |
| and high-quality, it also encourages them to have an active | |
| voice in their own care. The Program assists limited-income | |
| seniors with household chores, errands, shopping, bathing, | |
| and other personal care needs in order to improve and | |
| maintain their quality of life. Program participants must | |
| be age 60 or older, with preference given to those age 75 | |
| and older, enabling the individual to live at home with | |
| dignity. The program allows for early intervention and | |
| preventing complications that would otherwise lead to either | |
| hospitalization or loss of independence through nursing home | |
| placement. Current funding levels allow for in home care | |
| services to only 33 seniors, area demographics show that | |
| more than 700 seniors are eligible for the service in | |
| Gallatin County. The Homemaker Program is funded in part by | |
| Area IV Agency on Aging, United Way, and the Gilhousen | |
| Family Foundation. | |
| Community Development: | |
| Community First Fund (Expenses $480 including Grants of | |
| $0)(Revenues $12,099) | |
| HRDC's Community First Fund works to create jobs, promote | |
| business, and build affordable housing designed to support | |
| individuals and families as they work to see their own | |
| personal goals come to fruition. The fund provides | |
| financial assistance to both individuals and families in | |
| providing opportunities for personal and professional | |
| development. The current Community First Fund loan balances | |
| total $82,598; provided in the form of financial assistance | |
| to local establishments. | |
| Community Development (Expenses $598,839 including Grants of | |
| $8,621)(Revenues $598,839) | |
| HRDC's Community Development Program in collaboration with | |
| area residents and community stakeholders aims to develop | |
| physical and social assets. The goal is to build and | |
| sustain healthy communities through the production of | |
| affordable housing, the construction of community facilities | |
| and the development of social programs which educate and | |
| support families and individuals. Community Development | |
| projects during 2010 included administering the City of | |
| Bozeman's affordable housing advisory committee, adminsitration | |
| of our Bozeman and Livingston Land Trusts, acquisition of | |
| 23 condominium units and beginning constructon on 36 additional | |
| units to provide homeownership opportunities to families | |
| previously priced out of Bozeman's market (West Edge Condominiums), | |
| leadership of the Greater Gallatin Homeless Action Coalition | |
| working toward Bozeman's first homeless shelter, | |
| participation in the Early Childhood Development Leaders Group, | |
| membership on the Montana board of Housing, membership on the | |
| State Workforce Investment Act board, and commencement of construction | |
| of a transit facility to house the HRDC's transportation programs. | |
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| DARLINTON APARTMENTS INC | |||||||||
| 32 SOUTH TRACY | BOZEMAN | MT | 59715 | 810528343 | LOW INCOME SENIOR HOUSING | MT | 501C3 | 11 TYPE I | NA |
| THE HOME CORPORATION | |||||||||
| 32 SOUTH TRACY | BOZEMAN | MT | 59715 | 810511380 | LOW INCOME HOUSING | MT | 501C2 | NA | |
| SHERWOOD INN APARTMENTS INC | |||||||||
| 32 SOUTH TRACY | BOZEMAN | MT | 59715 | 270037218 | LOW INCOME HOUSING | MT | 501C3 | 11 | NA |
| MILES BUILDING INC | |||||||||
| 32 SOUTH TRACY | BOZEMAN | MT | 59715 | 810524709 | LOW INCOME HOUSING | MT | 501C3 | 11 | NA |
| SUMMIT APARTMENTS INC | |||||||||
| 32 SOUTH TRACY | BOZEMAN | MT | 59715 | 810542899 | LOW INCOME HOUSING | MT | 501C3 | 11 | NA |
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 | RELATED | PredominantIncomeType |
| Share Of EOY Assets | 312941 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | true | GeneralOrManagingPartner |
| 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 | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | 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 | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| SHERWOOD INN APARTMENTS INC REPAYMENT OF NONPROFIT SPONSOR EQUITY | |
| c | 252482 |
| MILES BUILDING INC REPAYMENT OF NONPROFIT SPONSOR EQUITY | |
| c | 122000 |
| SHERWOOD INN APARTMENTS INC INTEREST | |
| a | 3735 |
| MILES BUILDING INC LEASE PAYMENTS | |
| a | 40100 |