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← HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC

Form 990 for tax year 2022

Filed by HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC.

Totals

Total revenue
$31,432,609
Total expenses
$20,987,997
Contributions and grants received
$28,194,327
Grants paid
$4,031,259
Program service revenue
$2,284,928
Investment income
$238,631
Other revenue
$714,723
Total assets, end of year
$62,727,547
Total liabilities, end of year
$11,713,957
Net assets or fund balances, end of year
$51,013,590
Program services expenses (Part IX)
$18,302,390
Management and general expenses
$2,137,581
Fundraising expenses
$548,026
Program service expenses (Part III)
$18,302,390

Program services were 87.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $150,000

  • 1c · Fundraising events

    $42,776

  • 1e · Government grants (contributions)

    $10,986,426

  • 1f · All other contributions, gifts and grants

    $17,015,125

  • 1g · Noncash contributions included above

    $3,252,056

  • 2a · Program service revenue: COMMUNITY DEVELOPMENT

    total $478,021 · related or exempt $478,021

  • 2b · Program service revenue: ECONOMIC DEVELOPMENT

    total $318,930 · related or exempt $318,930

  • 2c · Program service revenue: ENERGY

    total $63,079 · related or exempt $63,079

  • 2d · Program service revenue: HOUSING

    total $942,204 · related or exempt $942,204

  • 2e · Program service revenue: TRANSPORTATION

    total $452,290 · related or exempt $452,290

  • 2f · All other program service revenue

    total $30,404 · related or exempt $30,404

  • 3 · Investment income

    total $259,858 · excluded $259,858

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $3,013,571

  • 7b · Less cost or other basis and sales expenses

    securities $3,034,798

  • 7c · Gain or loss

    securities -$21,227

  • 7d · Net gain or loss

    total -$21,227 · related or exempt -$21,227

  • 8a · Fundraising events: gross income

    $91,904

  • 8a · Fundraising events: contributions included on line 1c

    $42,776

  • 8b · Fundraising events: direct expenses

    $86,181

  • 8c · Net income from fundraising events

    total $5,723

  • 9a · Gaming: gross income

    $13,295

  • 9b · Gaming: direct expenses

    $11,047

  • 9c · Net income from gaming

    total $2,248 · excluded $2,248

  • 10a · Gross sales of inventory

    $487,098

  • 10b · Cost of goods sold

    $308,916

  • 10c · Net income from sales of inventory

    total $178,182 · related or exempt $178,182

  • 11a · Other revenue: GAIN FROM SUBSIDIARIES

    total $528,570 · related or exempt $528,570

  • 11e · Other revenue, total

    $528,570

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $10,297 · program services $10,297

  • 2 · Grants to domestic individuals

    total $4,020,962 · program services $4,020,962

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $347,202 · management and general $347,202

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $7,289,101 · program services $6,204,239 · management and general $831,295 · fundraising $253,567

  • 8 · Pension plan contributions

    total $266,158 · program services $229,478 · management and general $28,521 · fundraising $8,159

  • 9 · Other employee benefits

    total $1,087,316 · program services $892,505 · management and general $164,672 · fundraising $30,139

  • 10 · Payroll taxes

    total $638,679 · program services $520,405 · management and general $100,689 · fundraising $17,585

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $1,437 · program services $1,437

  • 11c · Fees: accounting

    total $61,610 · management and general $61,610

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $1,247,687 · program services $1,081,089 · management and general $129,061 · fundraising $37,537

  • 12 · Advertising and promotion

    total $191,423 · program services $54,003 · management and general $21,979 · fundraising $115,441

  • 13 · Office expenses

    total $532,456 · program services $145,674 · management and general $354,973 · fundraising $31,809

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $924,160 · program services $942,598 · management and general -$32,800 · fundraising $14,362

  • 17 · Travel

    total $339,752 · program services $323,830 · management and general $4,978 · fundraising $10,944

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $260,482 · program services $236,871 · management and general $23,611

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $1,249,566 · program services $1,227,620 · management and general $18,382 · fundraising $3,564

  • 23 · Insurance

    total $424,450 · program services $410,024 · management and general $12,869 · fundraising $1,557

  • 24a · Other expenses: OTHER

    total $753,183 · program services $739,911 · management and general $11,576 · fundraising $1,696

  • 24b · Other expenses: FOOD

    total $538,780 · program services $538,780

  • 24c · Other expenses: Repairs & Maintenance

    total $376,746 · program services $360,161 · management and general $16,585

  • 24d · Other expenses: SUPPLIES

    total $217,984 · program services $185,965 · management and general $27,078 · fundraising $4,941

  • 24e · All other expenses

    total $208,566 · program services $176,541 · management and general $15,300 · fundraising $16,725

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $107,911 · end of year $1,063,048

  • 2 · Savings and temporary cash investments

    beginning of year $5,777,341 · end of year $6,423,182

  • 3 · Pledges and grants receivable

    beginning of year $3,908,267 · end of year $5,505,323

  • 4 · Accounts receivable

    beginning of year $1,868,485 · end of year $1,850,571

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $5,432,044 · end of year $15,950,176

  • 8 · Inventories for sale or use

    beginning of year $815,158 · end of year $548,200

  • 9 · Prepaid expenses and deferred charges

    beginning of year $231,330 · end of year $244,397

  • 10a · Land, buildings and equipment: cost or other basis

    $29,713,697

  • 10b · Land, buildings and equipment: accumulated depreciation

    $10,692,575

  • 10c · Land, buildings and equipment, net

    beginning of year $19,645,931 · end of year $19,021,122

  • 11 · Investments: publicly traded securities

    beginning of year $1,345,209 · end of year $6,486,579

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $5,634,949

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,790,691 · end of year $1,966,245

  • 19 · Deferred revenue

    beginning of year $53,142 · end of year $15,669

  • 23 · Secured mortgages and notes payable

    beginning of year $135,901 · end of year $9,145,071

  • 25 · Other liabilities

    end of year $586,972

  • 27 · Net assets without donor restrictions

    beginning of year $28,222,515 · end of year $35,395,330

  • 28 · Net assets with donor restrictions

    beginning of year $8,929,427 · end of year $15,618,260

Mission and programs · 2022

Mission

THE ORGANIZATION WAS ESTABLISHED IN 1975 SERVING SOUTHWESTERN MONTANA. WE ARE A PRIVATE, NOT-FOR-PROFIT COMMUNITY ACTION ORGANIZATION. WE EXIST TO INSTALL HOPE, DEVELOP RESOURCES, DESIGN SOLUTIONS AND CHANGE LIVES. WE ENVISION A PLACE WHERE OPPORTUNITY AND QUALITY OF LIFE ARE EQUALLY AFFORDED TO EVERYONE. WE WORK TO ACHIEVE THIS BY HELPING PEOPLE OF ALL AGES AND SITUATIONS CONFRONT AND OVERCOME OBSTACLES SO THAT THEY CAN IMPROVE THEIR LIVES. WE WORK TO ADDRESS THE CAUSES AND CONDITIONS OF POVERTY, OPERATING A FAMILY OF SERVICES ADDRESSING PRESSING HUMAN NEEDS: HUNGER, HOUSING AND HOMELESSNESS, CHILD AND YOUTH DEVELOPMENT, SENIOR EMPOWERMENT, COMMUNITY TRANSPORTATION, HOME HEATING, EFFICIENCY, AND SAFETY, AND COMMUNITY AND ECONOMIC DEVELOPMENT. THROUGH AND EFFECTIVE PROGRAMMING, WE FOSTER SUSTAINABLE RESULTS THROUGH PRACTICAL, COMPREHENSIVE APPROACHES TO SOCIAL AND ECONOMIC CHALLENGES.

Activities or mission (Part I)

THE ORGANIZATION WAS ESTABLISHED IN 1975 SERVING SOUTHWESTERN MONTANA. WE ARE A PRIVATE, NOT-FOR-PROFIT COMMUNITY ACTION ORGANIZATION. WE EXIST TO INSTILL HOPE, DEVELOP RESOURCES, DESIGN SOLUTIONS AND CHANGE LIVES. WE ENVISION A PLACE WHERE OPPORTUNITY AND QUALITY OF LIFE ARE EQUALLY AFFORDED TO EVERYONE. WE WORK TO ACHIEVE THIS BY HELPING PEOPLE OF ALL AGES AND SITUATIONS CONFRONT AND OVERCOME OBSTACLES SO THAT THEY CAN IMPROVE THEIR LIVES. WE WORK TO ADDRESS THE CAUSES AND CONDITIONS OF POVERTY, OPERATING A FAMILY OF SERVICES ADDRESSING PRESSING HUMAN NEEDS: HUNGER, HOUSING AND HOMELESSNESS, CHILD AND YOUTH DEVELOPMENT, SENIOR EMPOWERMENT, COMMUNITY TRANSPORTATION, HOME HEATING, EFFICIENCY, AND SAFETY, AND COMMUNITY AND ECONOMIC DEVELOPMENT. THROUGH INNOVATIVE SOLUTIONS, STRATEGIC PARTNERSHIPS, GRASSROOTS ENGAGEMENT AND EFFECTIVE PROGRAMMING, WE FOSTER SUSTAINABLE RESULTS THROUGH PRACTICAL, COMPREHENSIVE APPROACHES TO SOCIAL AND ECONOMIC CHALLENGES.

  • FOOD & NUTRITION:HRDC'S FOOD AND NUTRITION INITIATIVES WORK TO ALLEVIATE FOOD INSECURITY ACROSS THE GALLATIN VALLEY AND THE SURROUNDING AREAS. THROUGH OUR GALLATIN VALLEY, HEADWATERS AREA, AND BIG SKY COMMUNITY FOOD BANKS, FOOD ASSISTANCE IS PROVIDED IN THE FORM OF EMERGENCY FOOD BOXES, PROVIDING A FIVE TO SEVEN DAY SUPPLY OF FOOD. OUR KIDSPACK PROGRAM PROVIDES HEALTHY SNACK PACKS FOR THE WEEKEND DURING THE SCHOOL YEAR FOR CHILDREN ELIGIBLE FOR THE FREE/REDUCED LUNCH PROGRAM. OUR SUMMER LUNCH PROGRAM PROVIDES FREE NUTRITIONALLY BALANCED LUNCHES DURING THE SUMMER MONTHS. OUR SENIOR GROCERY PROGRAM PROVIDES MONTHLY SUPPLEMENTAL FOODS TO AREA SENIORS. HRDC ADDED OUR FORK & SPOON RESTAURANT TO ITS NUTRITION INITIATIVE IN 2012, OFFERING DINNER ON A PAY WHAT YOU CAN MODEL 5 DAYS PER WEEK. NUTRITION IS VITAL FOR OUR AREA'S VULNERABLE SENIOR AND CHILD POPULATIONS, AND OUR SERVICES TOUCH 1 IN 10 PERSONS THROUGHOUT THE GALLATIN VALLEY.NUTRITION SERVICES COMPRISED 25.14% OF ORGANIZATIONAL ACTIVITIES AND EXPENDITURES AND ARE MADE POSSIBLE BY FUNDING FROM: FOOD DONATIONS, PRIVATE DONATIONS, FUNDRAISING ACTIVITIES, CONTRACT INCOME, PRIVATE GRANTS, AND OTHER SOURCES.

    Expenses $5,409,865 · Grants $3,282,793 · Revenue $30,404

  • HOUSING:HRDCS HOUSING INITIATIVES WORK ACROSS ALL LEVELS OF HOUSING SECURITY, FROM HOMELESSNESS TO HOMEOWNERSHIP. HRDCS HOUSING PROGRAMS WORK TO ENSURE THAT EVERY MEMBER OF OUR COMMUNITY CAN AFFORD TO HAVE AND PRESERVE 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. HRDCS HOUSING INITIATIVE ENCOMPASSES THE WARMING CENTER (SEASONAL SHELTER), TRANSITIONAL HOUSING PROGRAMMING, AFFORDABLE HOUSING UNITS, AND A HOMEOWNERSHIP CENTER OFFERING SERVICES FROM HOMEBUYER EDUCATION TO FORECLOSURE PREVENTION.HRDC'S HOUSING INITIATIVE COMPRISES 21.71% OF ALL ORGANIZATIONAL EXPENDITURES AND OPERATIONS. HRDC'S HOUSING PROGRAMS PROVIDE: 120 BEDS OF EMERGENCY SHELTER, 60 UNITS OF YOUTH AND TRANSITIONAL HOUSING, 425 RENTAL ASSISTANCE VOUCHERS, 400 UNITS OF AFFORDABLE HOUSING, HOMELESS PREVENTION AND HOUSING PLACEMENT ASSISTANCE, HOMEBUYER EDUCATION, AND DOWN PAYMENT ASSISTANCE. THIS IS MADE POSSIBLE BY FUNDING FROM: PRIVATE DONATIONS, DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT, HOME, NEIGHBORWORKS OF MONTANA, MONTANA DEPARTMENT OF COMMERCE, PRIVATE GRANTS, CITY OF BOZEMAN, MANAGEMENT FEES, RENTS, PROGRAM REVENUE AND OTHER SOURCES.

    Expenses $4,285,859 · Grants $295,321 · Revenue $942,204

  • TRANSPORTATION:HRDC'S PUBLIC TRANSPORTATION INITIATIVE, STREAMLINE, PROVIDES FARE FREE PUBLIC TRANSIT SERVING THE COMMUNITIES OF BELGRADE, BOZEMAN, AND LIVINGSTON. SYSTEMS RUN 7 DAYS PER WEEK WITH 4 ROUTES AND OFFER LINKAGES WITH SKYLINE (TO BIG SKY), COMMUTER ROUTES TO BELGRADE AND LIVINGSTON, AND LATENIGHT SERVICE TO THE GREATER BOZEMAN AREA. STREAMLINE IS PROVIDING CLOSE TO 300,000 RIDES ANNUALLY. HRDC'S PARATRANSIT INITIATIVE, GALAVAN, SERVES OUR SENIOR AND DISABLED RESIDENTS WITH A DEMAND-RESPONSE TRANSPORTATION SYSTEM TO MEDICAL AND OTHER APPOINTMENTS, PROVIDING VITAL CONNECTIONS FOR MORE THAN 350 AREA RESIDENTS.TRANSPORTATION COMPRISES 16.79% OF THE ORGANIZATION'S ACTIVITIES AND EXPENDITURES AND IS MADE POSSIBLE BY FUNDING FROM: MONTANA DEPARTMENT OF TRANSPORTATION, ASSOCIATED STUDENTS OF MONTANA STATE UNIVERSITY, CONTRACT INCOME, CITY OF BOZEMAN, MONTANA STATE UNIVERSITY, TITLE III FUNDS, GALLATIN COUNTY, AND OTHER FUNDING SOURCES INCLUDING THE CITY OF BELGRADE AND PRIVATE DONATIONS.

    Expenses $3,612,543 · Revenue $452,290

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sara Savage

    ASSOCIATE DIRECTOR

    Total calculated
    $140,506
    From this org
    $106,802
    From related orgs
    $0
    Other
    $33,704
    Hours/week
    41

  • Heather Grenier

    President/CEO

    Total calculated
    $136,985
    From this org
    $127,058
    From related orgs
    $0
    Other
    $9,927
    Hours/week
    47

  • Tracy Menuez

    ASSOCIATE DIRECTOR

    Total calculated
    $123,434
    From this org
    $115,048
    From related orgs
    $0
    Other
    $8,386
    Hours/week
    43

  • Whitt Hampton

    FISCAL MANAGER

    Total calculated
    $116,855
    From this org
    $91,536
    From related orgs
    $0
    Other
    $25,319
    Hours/week
    41

  • Mark Woodard

    CFO

    Total calculated
    $31,683
    From this org
    $31,471
    From related orgs
    $0
    Other
    $212
    Hours/week
    40

  • Jessica Willmarth

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Scott Malloy

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Linda Young

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Bill Berg

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mitch Bradley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bruce Grubbs

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Pete Macfadyen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Scott MacFarlane

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

  • Kris Moos

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Penelope Pierce

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Peter Schmidt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Amy Stix

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gene Townsend

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Billie Warford

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • MEAGHER COUNTY HEALTH DEPT

    $10,297

    PUBLIC HEALTH SERVICE

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • BSV RURAL PARTNERS LLC

    LOW INCOME HOUSING · MT · income $8,320 · assets $894,625

    Directly controlled by HRDC OF DISTRICT IX INC

  • MILES 2017 LLC

    LOW INCOME HOUSING · MT · income $90 · assets $1

    Directly controlled by HRDC OF DISTRICT IX INC

  • HRDCIX - BLUEBUNCH FLATS LLC

    LOW INCOME HOUSING · MT · income $20,917

    Directly controlled by HRDC OF DISTRICT IX INC

  • HRDCIX-AP LLC

    LOW INCOME HOUSING · MT · income $304,140 · assets $500,000

    Directly controlled by HRDC OF DISTRICT IX INC

  • DARLINTON 2020 LLC

    LOW INCOME HOUSING · MT · income $40

    Directly controlled by HRDC OF DISTRICT IX INC

  • HRDCIX-TIMBER RIDGE LLC

    LOW INCOME HOUSING · MT · assets -$180

    Directly controlled by HRDC OF DISTRICT IX INC

  • 4 PROPERTY LLC

    LOW INCOME HOUSING · MT · income $1,140,515 · assets $237,207

    Directly controlled by HRDC OF DISTRICT IX INC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • MILES LIMITED PARTNERSHIP

    LOW INCOME HOUSING · MT

    Directly controlled by MILES BUILDING INC

  • WEST JEFFERSON PARTNERS LLLP

    LOW INCOME HOUSING · MT

    Directly controlled by BSV RURAL PART LLC

  • DARLINTON MANOR HP - HRDC LP

    LOW INCOME HOUSING · MT

    Directly controlled by DARLINTON APARTMENTS

Provenance

Return type
form_990
Tax year
2022
Filed
17 April 2024
IRS schema version
2022v5.0
Source object
202401089349301120

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