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Nonprofiteer
← NORTHWEST MONTANA HUMAN RESOURCES INC

Form 990 for tax year 2023

Filed by NORTHWEST MONTANA HUMAN RESOURCES INC.

Totals

Total revenue
$6,172,014
Total expenses
$5,837,496
Contributions and grants received
$3,949,969
Grants paid
$0
Program service revenue
$2,101,931
Investment income
$43,578
Other revenue
$76,536
Total assets, end of year
$15,583,063
Total liabilities, end of year
$8,796,641
Net assets or fund balances, end of year
$6,786,422
Program services expenses (Part IX)
$5,384,828
Management and general expenses
$452,668
Fundraising expenses
$0
Program service expenses (Part III)
$5,384,828

Program services were 92.2% 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.

  • 1e · Government grants (contributions)

    $3,904,106

  • 1f · All other contributions, gifts and grants

    $45,863

  • 1g · Noncash contributions included above

    $168,366

  • 2a · Program service revenue: COMMUNITY SERVICES

    total $49,040 · related or exempt $49,040

  • 2b · Program service revenue: ENERGY PROGRAMS - LIEAP

    total $432,988 · related or exempt $432,988

  • 2c · Program service revenue: HOUSING PROGRAMS

    total $1,619,851 · related or exempt $1,619,851

  • 2d · Program service revenue: JOB TRAINING

    total $52 · related or exempt $52

  • 3 · Investment income

    total $43,578 · excluded $43,578

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

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $4,825

  • 6b · Less rental expenses

    real property $17,139

  • 6c · Rental income or loss

    real property -$12,314

  • 6d · Net rental income or loss

    total -$12,314 · unrelated business -$12,314

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: INSURANCE PROCEEDS

    total $88,850 · related or exempt $88,850

  • 11e · Other revenue, total

    $88,850

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 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 $440,563 · program services $106,218 · management and general $334,345

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,773,548 · program services $1,773,548

  • 8 · Pension plan contributions

    total $55,499 · program services $55,499

  • 9 · Other employee benefits

    total $232,058 · program services $232,058

  • 10 · Payroll taxes

    total $226,030 · program services $200,561 · management and general $25,469

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $9,507 · program services $9,487 · management and general $20

  • 11c · Fees: accounting

    total $31,006 · program services $31,006

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $71,759 · program services $54,909 · management and general $16,850

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $162,977 · program services $162,494 · management and general $483

  • 17 · Travel

    total $137,651 · program services $134,629 · management and general $3,022

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $306,166 · program services $306,166

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $395,283 · program services $394,756 · management and general $527

  • 23 · Insurance

    total $168,231 · program services $130,353 · management and general $37,878

  • 24a · Other expenses: DIRECT SERVICES

    total $1,009,451 · program services $1,005,509 · management and general $3,942

  • 24b · Other expenses: SUPPLIES, SVCS, REPAIRS

    total $604,260 · program services $577,572 · management and general $26,688

  • 24c · Other expenses: OTHER PROGRAM RELATED

    total $184,893 · program services $183,482 · management and general $1,411

  • 24d · Other expenses: TELEPHONE/INTERNET

    total $27,503 · program services $25,470 · management and general $2,033

  • 24e · All other expenses

    total $1,111 · program services $1,111

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,425,040 · end of year $1,727,583

  • 2 · Savings and temporary cash investments

    beginning of year $1,251,691 · end of year $1,877,411

  • 3 · Pledges and grants receivable

    beginning of year $720,292 · end of year $542,397

  • 4 · Accounts receivable

    beginning of year $46,139 · end of year $134,038

  • 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 $425,098 · end of year $366,385

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $702,733 · end of year $703,147

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

    $13,499,599

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

    $3,272,974

  • 10c · Land, buildings and equipment, net

    beginning of year $7,945,843 · end of year $10,226,625

  • 11 · Investments: publicly traded securities

    end of year $0

  • 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

    beginning of year $8,982 · end of year $5,477

  • 17 · Accounts payable and accrued expenses

    beginning of year $223,605 · end of year $297,526

  • 19 · Deferred revenue

    beginning of year $91,675 · end of year $113,596

  • 21 · Escrow or custodial account liability

    beginning of year $668,945 · end of year $641,364

  • 23 · Secured mortgages and notes payable

    beginning of year $5,763,671 · end of year $7,420,868

  • 25 · Other liabilities

    beginning of year $326,018 · end of year $323,287

  • 27 · Net assets without donor restrictions

    beginning of year $6,130,042 · end of year $6,469,115

  • 28 · Net assets with donor restrictions

    beginning of year $321,862 · end of year $317,307

Mission and programs · 2023

Mission

CAPNM PROVIDES SOCIAL SERVICES AND ADVOCACY TOGETHER WITH LOCAL PARTNERS TO ALLEVIATE POVERTY, IMPROVE LIVES AND STRENGTHEN COMMUNITIES IN FLATHEAD, LAKE, LINCOLN AND SANDERS COUNTIES.

  • ENERGY DEPARTMENT: LIHEAP (LOW INCOME HOME ENERGY ASSISTANCE PROGRAM) PROVIDED ENERGY ASSISTANCE TO 4,674 HOUSEHOLDS IN FLATHEAD, LAKE, LINCOLN AND SANDERS COUNTIES, HELPING TO PAY ALL OR A PORTION OF THEIR HOMES WINTER HEATING COSTS. ENERGY SHARE OF MONTANA IS A PARTNERSHIP OF CONCERNED CITIZENS, ORGANIZATIONS AND LOCAL UTILITY COMPANIES COMMITTED TO HELPING MONTANA HOUSEHOLDS OVERCOME AN ENERGY CRISIS AND MOVE TOWARD SELF-RELIANCE. ENERGY SHARE HELPS WITH CRISIS ENERGY AND HEATING NEEDS THAT ARE USUALLY CAUSED BY SITUATIONS BEYOND THE HOUSEHOLDS CONTROL AND IS USED AS A LAST RESORT FOR THOSE INELIGIBLE FOR OTHER PROGRAMS OR STILL IN NEED AFTER OTHER RESOURCES ARE EXHAUSTED. THE PROGRAM IS FUNDED BY UTILITY COMPANIES, UNIVERSAL SYSTEMS BENEFITS CHARGES AND DONATIONS FROM CONCERNED CONSUMERS. THIS PROGRAM ASSISTED 125 HOUSEHOLDS WITH EMERGENCY HEATING AND/OR ENERGY NEEDS. WEATHERIZATION ASSISTED 109 HOUSEHOLDS TO REDUCE THE HIGH COST OF ENERGY FOR LOW-INCOME HOUSEHOLDS. CAPNM INSTALLS A COMBINATION OF ENERGY SAVING MEASURES SUCH AS WALL, ATTIC AND FLOOR INSULATION, DECREASING THE AMOUNT OF AIR INFILTRATION FROM DOORS AND WINDOWS AND PERFORMS EFFICIENCY AND SAFETY CHECKS ON HEATING SYSTEMS. ENERGY ASSISTANCE PROGRAMS ASSISTED 106 HOUSEHOLDS WITH EMERGENCY SERVICES TO REPAIR OR REPLACE HEATING SYSTEMS OR WATER HEATERS THAT WERE NOT WORKING PROPERLY OR WERE ENERGY INEFFICIENT. BOTH LIHEAP AND WEATHERIZATION PROVIDED EXTENSIVE EDUCATION TO HOUSEHOLDS RECEIVING AGENCY OFFERED SERVICES. INFORMATION INCLUDED: WINTER DISCONNECT PROTECTIONS, ENERGY CONSERVATION TIPS, HOME WEATHERIZATION TECHNIQUES, HOW TO OBTAIN REBATES, DISCOUNTS, AND TAX CREDITS FOR ENERGY EFFICIENCY IMPROVEMENTS. ENERGY DEPARTMENT EMPLOYEES PARTICIPATED IN NUMEROUS ACTIVITIES IN COMMUNITIES WITHIN ALL 4 OF OUR SERVICE COUNTIES MAKING PEOPLE AWARE OF ENERGY PROGRAMS THAT THEY MAY NOT OTHERWISE BE AWARE OF AND PROMOTING ENERGY CONSERVATION PRACTICES.

    Expenses $1,928,650 · Revenue $432,988

  • COMMUNITY SERVICE PROGRAMS: FINANCIAL SKILL BUILDING WORKSHOP IS TO PROVIDE SUPPORT TO HELP STRENGTHEN AND IMPROVE AN INDIVIDUALS AND HOUSEHOLDS FINANCIAL KNOWLEDGE AND DECISION-MAKING SKILLS TO ACHIEVE FINANCIAL FREEDOM. THIS IS A GREAT PROGRAM FOR ANYONE LOOKING TO BECOME MORE EDUCATED ABOUT PERSONAL FINANCIAL MANAGEMENT. HOMEBUYER EDUCATION CLASS AND 1:1 HOUSING COUNSELING ALLOWS INDIVIDUALS TO LEARN ALL ASPECTS OF THE HOME BUYING PROCESS INCLUDING CREDIT REPORT AND SCORE, SHOPPING FOR MORTGAGE LOAN, BUDGETING TO PURCHASE, FINDING THE RIGHT HOME AND INSPECTION PROCESS, LOAN PROCESS AND BEING A HOMEOWNER. 56 INDIVIDUALS WERE ENROLLED IN THESE PROGRAMS. THE RENTING WISE WORKSHOP IS TO HELP RENTERS GET INTO AND MAINTAIN DECENT AND AFFORDABLE HOUSING. THIS IS A GREAT PROGRAM FOR RENTERS WHO ARE STRUGGLING TO FIND HOUSING DUE TO BLEMISHES IN THEIR PAST RENTAL HISTORY. IT IS A GREAT OPPORTUNITY TO BECOME A MORE EDUCATED TENANT. A NUMBER OF ADDITIONAL SERVICES WERE OFFERED WITHIN THIS DEPARTMENT, INCLUDING THE PROVISION OF A VARIETY OF ESSENTIAL CARE KITS FOR PARTICIPANTS. 363 VARIOUS KITS WERE PROVIDED WHICH INCLUDED WELCOME HOME KITS FOR HOMELESS HOUSEHOLDS AS THEY MOVE INTO STABLE HOUSING AND INCLUDED CLEANING SUPPLIES/KITCHEN GOODS/NEW SHEETS/EMERGENCY FOOD KITS, BABY KITS, HYGIENE KITES, SLEEPING BAGS AND EMERGENCY COLD WEATHER KITS. COMMUNITY SERVICES BLOCK GRANT (CSBG) IS THE FUNDING THAT LINKS ALL AGENCY PROGRAMS AND PROVIDED SUPPORT FOR PROGRAMS THAT ARE NOT SELF-SUSTAINING ON THEIR OWN. THE AGENCY IS PART OF THE COMMUNITY ACTION PARTNERSHIP NETWORK THAT RECEIVES THIS FUNDING. ITS EFFORTS ARE FOCUSED ON COMMUNITY PARTNERSHIPS THAT PROMOTE INDIVIDUAL, FAMILY AND COMMUNITY SELF-SUFFICIENCY. DURING THE YEAR, CAPNM MADE OVER 2,589 REFERRALS TO NON-PROFITS/SERVICES IN OUR FOUR-COUNTY SERVICE AREA. VOLUNTEERS CONTRIBUTED OVER 80 HOURS TO THE AGENCY IN 2023.CAPNM HAS CONTINUED TO BE A FIRST RESPONDER FOR DISADVANTAGED HOUSEHOLDS THAT MAY HAVE BEEN AFFECTED BY COVID 19, AND BEYOND. AND WE WORK HARD TO PRIORITIZE THE NEEDS OF OUR COMMUNITY. ALL WHILE NAVIGATING CONTINUALLY CHANGING REQUIREMENTS, FUNDING AND SERVICE DELIVERY.

    Expenses $1,497,472 · Revenue $49,040

  • HOUSING: EMERGENCY SOLUTIONS GRANT (ESG), OFFERS EMERGENCY ASSISTANCE THROUGH RAPID RE-HOUSING AND HOMELESS PREVENTION SERVICES TO HELP THOSE FACING HOUSING INSTABILITY. THE COC RAPID RE-HOUSING PROGRAM HELPS HOMELESS HOUSEHOLDS MOVE AS QUICKLY AS POSSIBLE INTO PERMANENT HOUSING WITH LONG-TERM STABILITY AS THE GOAL. HOMELESS PREVENTION SERVICES ARE AVAILABLE TO INDIVIDUALS AT RISK OF HOMELESSNESS. PERMANENT SUPPORTIVE HOUSING PROGRAMS ASSISTS PEOPLE WHO ARE CHRONICALLY HOMELESS (HAS A DISABLING CONDITION AND 12+ CONSECUTIVE MONTHS OR 4 EPISODES TOTALING 12 MONTHS HOMELESS IN THE PAST THREE YEARS). SIMILAR TO SECTION 8, A PROGRAM PARTICIPANT MAY PAY UP TO 30% OF THEIR MONTHLY INCOME FOR RENT AND BASIC UTILITIES ON A QUALIFYING UNIT WITH THE PROGRAM PROVIDING FINANCIAL ASSISTANCE FOR THE REMAINING BALANCE.THESE PROGRAMS PROVIDED ASSISTANCE TO 130 INDIVIDUALS AND 78 HOUSEHOLDS IN 2023.THE COURTYARD APARTMENTS OPERATED 32 MULTI-FAMILY UNITS FOR HOUSEHOLDS WITH ANNUAL INCOMES BELOW 60% OF THE AREA MEDIAN INCOME. SECTION 8 RENTAL VOUCHER PROGRAM AND HUD-VASH ASSISTED 319 VERY LOW- AND LOW-INCOME HOUSEHOLDS TO OBTAIN OR MAINTAIN SAFE AND SANITARY HOUSING IN THE PRIVATE MARKET. THE PROGRAM PROVIDED SUBSIDIES WHICH ENABLED RENTS TO BE "AFFORDABLE" BASED ON 30% OF HOUSEHOLDS INCOME. CAPNM IS THE SOLE OWNER OF WESTGATE APARTMENTS, TEAKETTLE VISTA II APARTMENTS, TREASURE MANOR APARTMENTS, SUNNY SLOPE APARTMENTS AND TEAKETTLE VISTA I APARTMENTS. THESE COMPLEXES HAVE A COMBINED TOTAL OF 120 UNITS AND ARE DESIGNATED FOR THE ELDERLY AND DISABLED POPULATIONS BASED UPON FINANCING REQUIREMENTS/ RESTRICTIONS.

    Expenses $1,408,398 · Revenue $1,619,851

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

Listed in Part VII

  • TRACY DIAZ

    Executive Dir.

    Total calculated
    $157,577
    From this org
    $138,638
    From related orgs
    $0
    Other
    $18,939
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,638
    Bonus
    not reported
    Other
    not reported
    Deferred
    $7,173
    Nontaxable benefits
    $11,766
    Filer's total
    $157,577

  • CARRIE GABLE

    CFO

    Total calculated
    $120,879
    From this org
    $107,925
    From related orgs
    $0
    Other
    $12,954
    Hours/week
    40

  • CASSIDY KIPP

    PROJECT DEVELOP

    Total calculated
    $89,630
    From this org
    $77,637
    From related orgs
    $0
    Other
    $11,993
    Hours/week
    40

  • SARAH ACZAS

    PROGRAM OPERATI

    Total calculated
    $72,478
    From this org
    $58,647
    From related orgs
    $0
    Other
    $13,831
    Hours/week
    40

  • WENDY NISSEN

    President

    Total calculated
    $0
    Hours/week
    0

  • STEVE STANLEY

    Vice President

    Total calculated
    $0
    Hours/week
    0

  • LAURA BURROWES

    Secretary/Treas

    Total calculated
    $0
    Hours/week
    0

  • ROBIN HAIDLE

    Director

    Total calculated
    $0
    Hours/week
    0

  • JIM HAMMONS

    Director

    Total calculated
    $0
    Hours/week
    0

  • CHANCE BARRETT

    Director

    Total calculated
    $0
    Hours/week
    0

  • JOHN HOLLAND

    Director

    Total calculated
    $0
    Hours/week
    0

  • ALECIA DAVIS

    Director

    Total calculated
    $0
    Hours/week
    0

  • JAMIE QUINN

    Director

    Total calculated
    $0
    Hours/week
    0

  • DONNA MARTIN

    Director

    Total calculated
    $0
    Hours/week
    0

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

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.

Related partnerships

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

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
31 October 2024
IRS schema version
2023v5.1
Source object
202403059349301690

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