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Nonprofiteer
← DISTRICT XI HUMAN RESOURCE COUNCIL INC

Form 990 for tax year 2023

Filed by DISTRICT XI HUMAN RESOURCE COUNCIL INC.

Totals

Total revenue
$6,384,868
Total expenses
$6,070,896
Contributions and grants received
$5,058,451
Grants paid
$2,073,101
Program service revenue
$1,123,067
Investment income
$187,817
Other revenue
$15,533
Total assets, end of year
$19,462,691
Total liabilities, end of year
$2,950,687
Net assets or fund balances, end of year
$16,512,004
Program services expenses (Part IX)
$5,481,393
Management and general expenses
$589,503
Fundraising expenses
$0
Program service expenses (Part III)
$5,481,393

Program services were 90.3% 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.

  • 1e · Government grants (contributions)

    $5,054,025

  • 1f · All other contributions, gifts and grants

    $4,426

  • 2a · Program service revenue: FEES FOR SERVICES

    total $605,690 · related or exempt $605,690

  • 2b · Program service revenue: REPAYMENT ON HSG LOANS

    total $392,295 · related or exempt $392,295

  • 2c · Program service revenue: OTHER PROGRAM REVENUE

    total $125,082 · related or exempt $125,082

  • 3 · Investment income

    total $187,817 · excluded $187,817

  • 11a · Other revenue: MISCELLANEOUS

    total $15,533 · related or exempt $15,533

  • 11e · Other revenue, total

    $15,533

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $426,274 · program services $426,274

  • 2 · Grants to domestic individuals

    total $1,646,827 · program services $1,646,827

  • 5 · Compensation of officers, directors and key employees

    total $140,671 · program services $120,071 · management and general $20,600

  • 7 · Other salaries and wages

    total $2,063,211 · program services $1,745,120 · management and general $318,091

  • 8 · Pension plan contributions

    total $178,005 · program services $159,279 · management and general $18,726

  • 9 · Other employee benefits

    total $313,609 · program services $280,618 · management and general $32,991

  • 10 · Payroll taxes

    total $240,499 · program services $208,853 · management and general $31,646

  • 11b · Fees: legal

    total $1,089 · program services $1,089

  • 11c · Fees: accounting

    total $40,431 · program services $38,248 · management and general $2,183

  • 11g · Fees: other

    total $177,625 · program services $138,422 · management and general $39,203

  • 12 · Advertising and promotion

    total $2,419 · program services $2,359 · management and general $60

  • 13 · Office expenses

    total $28,115 · program services $20,252 · management and general $7,863

  • 16 · Occupancy

    total $179,412 · program services $169,002 · management and general $10,410

  • 17 · Travel

    total $16,635 · program services $14,967 · management and general $1,668

  • 20 · Interest

    total $7,625 · management and general $7,625

  • 22 · Depreciation, depletion and amortization

    total $158,805 · program services $149,591 · management and general $9,214

  • 23 · Insurance

    total $69,189 · program services $46,373 · management and general $22,816

  • 24a · Other expenses: MATERIALS AND SUPPLIES

    total $222,184 · program services $199,557 · management and general $22,627

  • 24b · Other expenses: TRAINING

    total $42,102 · program services $38,633 · management and general $3,469

  • 24c · Other expenses: VEHICLE EXPENSES

    total $39,703 · program services $34,772 · management and general $4,931

  • 24d · Other expenses: TELEPHONE

    total $37,451 · program services $25,628 · management and general $11,823

  • 24e · All other expenses

    total $39,015 · program services $15,458 · management and general $23,557

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,334,085 · end of year $22,070

  • 2 · Savings and temporary cash investments

    beginning of year $3,440,293 · end of year $7,365,415

  • 3 · Pledges and grants receivable

    beginning of year $803,048 · end of year $440,190

  • 4 · Accounts receivable

    beginning of year $81,329 · end of year $25,292

  • 7 · Other notes and loans receivable

    beginning of year $6,311,013 · end of year $5,874,934

  • 8 · Inventories for sale or use

    end of year $163,248

  • 9 · Prepaid expenses and deferred charges

    beginning of year $38,344 · end of year $5,612

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

    $5,272,517

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

    $3,483,732

  • 10c · Land, buildings and equipment, net

    beginning of year $1,593,497 · end of year $1,788,785

  • 13 · Investments: program-related

    beginning of year $3,494,330 · end of year $3,447,348

  • 15 · Other assets

    beginning of year $83,562 · end of year $329,797

  • 17 · Accounts payable and accrued expenses

    beginning of year $352,504 · end of year $445,338

  • 19 · Deferred revenue

    beginning of year $61,428 · end of year $90,244

  • 23 · Secured mortgages and notes payable

    beginning of year $669,086 · end of year $545,107

  • 25 · Other liabilities

    beginning of year $1,935,935 · end of year $1,869,998

  • 27 · Net assets without donor restrictions

    beginning of year $7,195,263 · end of year $7,604,514

  • 28 · Net assets with donor restrictions

    beginning of year $8,965,285 · end of year $8,907,490

Mission and programs · 2023

Mission

WORKING TO IDENTIFY AND EXPAND RESOURCES TO PROVIDE OPPORTUNITIES FOR LOW INCOME HOUSEHOLDS IN HOUSING, HEALTH, EDUCATION, TRAINING, AND EMPLOYMENT FOR MISSOULA, MINERAL, AND RAVALLI COUNTIES.

Activities or mission (Part I)

ADVOCATE FOR LOW-INCOME,PUBLIC BENEFIT CORPORATION

  • HUMAN SERVICES MULTIPURPOSE: ENERGY CONSERVATION/ENERGY BILL ASSISTANCE: 3,665 PARTICIPANT APPLICATIONS FOR ASSISTANCE WITH HEATING COSTS AND WEATHERIZATION WERE PROCESSED. 2,959 HOUSEHOLDS RECEIVED ASSISTANCE WITH THEIR HEATING BILL COSTS. 391 PARTICIPANTS FACING A LOSS OF RESIDENTIAL BASE LOAD OR HEATING FUEL WERE ASSISTED. 76 PARTICIPANTS WERE PROVIDED WITH CONSERVATION MEASURES, RESULTING IN DECREASED ENERGY CONSUMPTION. 268 PARTICIPANTS WHOSE HOUSEHOLD AND PRIMARY HOME WATER HEATING AND OR SPACE HEATING SYSTEMS NEEDING EMERGENCY SAFETY MODIFICATIONS WERE ASSISTED BY REPLACEMENT OR REPAIR. 318 HOUSEHOLDS RECEIVED ASSISTANCE WITH THEIR WATER BILL COSTS.

    Expenses $2,487,273 · Grants $956,788

  • COMMUNITY IMPROVEMENT, CAPACITY BUILDING: COMMUNITY SERVICE/HOMELESSNESS: PROVIDE ADVOCACY FOR AND INFORMATION AND SERVICES TO LOW INCOME PERSONS AND INFORMATION ON AVAILABLE SERVICES TO THE GENERAL PUBLIC THROUGH THE 211 3-DIGIT PHONE SYSTEM. PROVIDED APPROPRIATE INFO AND ASSISTANCE TO 4,233 CALLERS ON THE 211 PHONE LINE. WORKING IN CONJUNCTION WITH LOCAL RELIGIOUS AND CHARITABLE ORGANIZATIONS, 211 PROVIDED DIRECT, EMERGENCY FINANCIAL ASSISTANCE TO 353 HOUSEHOLDS WITH NEEDS SUCH AS FOOD, GAS, RENT, RENTAL DEPOSITS, UTILITY EXPENSES, PRESCRIPTION COSTS AND OTHER CRITICAL ITEMS LIKE IDS, DRIVER'S LICENSES, AND BIRTH CERTIFICATES. EMERGENCY FOOD AND LODGING WERE PROVIDED, IN COLLABORATION WITH HOMELESS SHELTERS AND FOOD BANKS, TO LOW INCOME AND HOMELESS PEOPLE, INCLUDING CHILDREN. 5,563 MEALS SERVED AMOUNTING TO 30 LUNCHES PER DAY WERE SERVED TO CHILDREN UNDER AGE 19 IN MINERAL COUNTY.

    Expenses $1,502,724 · Grants $780,800 · Revenue $293,784

  • HOUSING, SHELTER: HOUSING: CONSTRUCTION, FINANCING, AND MANAGING LOW-INCOME HOUSING FOR PURCHASE OR RENT. HRC PROVIDED DOWNPAYMENT LOAN ASSISTANCE TO ONE HOUSEHOLD, ENABLING THE HOUSEHOLDS TO PURCHASE THEIR FIRST HOME. IN THE SECTION 8 PROGRAM, AN AVERAGE OF 415 VOUCHERS PER MONTH ALLOWED FAMILIES ACCESS TO SAFE, AFFORDABLE RENTAL HOUSING. THE YOUTH HOUSING DEMONSTRATION PROJECT ASSISTED 23 PARTICIPANTS WITH SAFE, AFFORDABLE RENTAL HOUSING.

    Expenses $825,931 · Grants $161,184 · Revenue $844,816

  • EMPLOYMENT, JOB RELATED: EMPLOYMENT AND TRAINING: PROVIDE TRAINING, WORK EXPERIENCE, AND SERVICES FOR YOUTH FROM LOWER INCOME HOMES AND FOR INDIVIDUALS PARTICIPATING IN THE TEMPORARY ASSISTANCE TO NEEDY FAMILIES (TANF) PROGRAM. 35 YOUTH AND ADULTS SUCCESSFULLY COMPLETED TRAINING, ACHIEVED EMPLOYMENT OR EDUCATIONAL BENCHMARKS.

    Expenses $665,465 · Grants $174,329

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Joe Loos

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Kenani Souza-Resner

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Michele Landquist

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • Billye Ann Bricker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Juanita Vero

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Duane Simons

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dan Huls

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Larry Degarmo

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • Gisele Forrest

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ruth Burke

    EXECUTIVE DIRECTOR

    Total calculated
    $127,991
    From this org
    $100,883
    From related orgs
    $0
    Other
    $27,108
    Hours/week
    40 + 0.5 related

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • HRC-MMR LLC

    REDUCE RISK OF LITIGATED LOSS OF ASSETS NOT RELATED TO LITIGATION · MT · income $151,939 · assets $3,072,086

    Directly controlled by DISTRICT XI HRC INC

  • HRC-RAVALLI PROPERTIES LLC

    HOLDING COMPANY FOR PROPERTY · MT · income $255,115 · assets $910,114

    Directly controlled by DISTRICT XI HRC INC

  • HRC-MISSOULA PROPERTIES LLC

    HOLDING COMPANY FOR PROPERTY · MT · income $2,527 · assets $1,408,030

    Directly controlled by DISTRICT XI HRC INC

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202541279349301144

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