Totals
- Total revenue
- $792,980
- Total expenses
- $637,097
- Contributions and grants received
- $564,457
- Grants paid
- $0
- Program service revenue
- $226,573
- Investment income
- $1,950
- Other revenue
- $0
- Total assets, end of year
- $5,574,186
- Total liabilities, end of year
- $5,262,266
- Net assets or fund balances, end of year
- $311,920
- Program services expenses (Part IX)
- $533,187
- Management and general expenses
- $99,488
- Fundraising expenses
- $4,422
- Program service expenses (Part III)
- $533,187
Program services were 83.7% 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
$347
-
1d · Related organizations
$143,175
-
1e · Government grants (contributions)
$316,630
-
1f · All other contributions, gifts and grants
$104,305
-
2a · Program service revenue: DEBTOR FEES
total $158,938 · related or exempt $158,938
-
2b · Program service revenue: EDUCATION INCOME
total $67,635 · related or exempt $67,635
-
3 · Investment income
total $1,950 · excluded $1,950
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $120,451 · program services $120,451
-
7 · Other salaries and wages
total $236,289 · program services $176,267 · management and general $60,022
-
8 · Pension plan contributions
total $12,499 · program services $11,994 · management and general $505
-
9 · Other employee benefits
total $33,850 · program services $31,800 · management and general $2,050
-
10 · Payroll taxes
total $30,741 · program services $28,511 · management and general $2,230
-
11b · Fees: legal
total $4,461 · management and general $4,461
-
11c · Fees: accounting
total $2,100 · management and general $2,100
-
11f · Fees: investment management
total $378 · management and general $378
-
11g · Fees: other
total $5,771 · program services $350 · management and general $5,421
-
12 · Advertising and promotion
total $19,918 · program services $15,496 · fundraising $4,422
-
13 · Office expenses
total $55,976 · program services $48,373 · management and general $7,603
-
16 · Occupancy
total $59,986 · program services $59,986
-
17 · Travel
total $22,926 · program services $19,118 · management and general $3,808
-
19 · Conferences, conventions and meetings
total $4,102 · program services $3,615 · management and general $487
-
22 · Depreciation, depletion and amortization
total $5,088 · management and general $5,088
-
23 · Insurance
total $2,280 · program services $996 · management and general $1,284
-
24a · Other expenses: BUSINESS SERVICES
total $15,411 · program services $15,411
-
24b · Other expenses: MAINTENANCE & REPAIRS
total $4,870 · program services $819 · management and general $4,051
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $151,902 · end of year $167,723
-
4 · Accounts receivable
beginning of year $96,994 · end of year $180,232
-
7 · Other notes and loans receivable
beginning of year $425,286 · end of year $425,639
-
9 · Prepaid expenses and deferred charges
beginning of year $2,900 · end of year $5,251
-
10a · Land, buildings and equipment: cost or other basis
$36,615
-
10b · Land, buildings and equipment: accumulated depreciation
$22,623
-
10c · Land, buildings and equipment, net
beginning of year $19,079 · end of year $13,992
-
11 · Investments: publicly traded securities
beginning of year $937,415 · end of year $887,727
-
15 · Other assets
beginning of year $3,305,207 · end of year $3,893,622
-
17 · Accounts payable and accrued expenses
beginning of year $112,937 · end of year $54,981
-
19 · Deferred revenue
beginning of year $3,470 · end of year $2,474
-
21 · Escrow or custodial account liability
beginning of year $1,916,415 · end of year $1,828,255
-
25 · Other liabilities
beginning of year $2,749,878 · end of year $3,376,556
-
27 · Net assets without donor restrictions
beginning of year $156,083 · end of year $311,920
Mission and programs · 2023
Mission
WE PROVIDE PROGRAMS AND DEVELOP PARTNERSHIPS TO HELP YOUTH, INDIVIDUALS AND FAMILIES ACHIEVE ECONOMIC INDEPENDENCE.
Activities or mission (Part I)
RURAL DYNAMICS, INC. HELPS PEOPLE ACHIEVE FINANCIAL SECURITY AND PURSUE ECONOMIC OPPORTUNITIES.
-
RURAL DYNAMICS, INC. PROVIDES PERSONAL FINANCE ASSISTANCE THROUGH TRUST FUND ACTIVITY FOR 252 CLIENTS, FINANCIAL EDUCATION, AND COUNSELING TO 827 CLIENTS AND PREPARED 3,224 TAX RETURNS WHICH RETURNED $4.4 MILLION DOLLARS TO MONTANA TAXPAYERS THROUGH THE TAX HELP MONTANA PROGRAM.
Expenses $533,187 · Revenue $226,573
As filed on the 2023 return.
Listed in Part VII
-
Molly KimmelMOLLY KIMMEL
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
John DoranJOHN DORAN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer BannaJENNIFER BANNA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David FinkDAVID FINK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shandy MoranSHANDY MORAN
DIRECTOR (TERMED 09.2023)
- Total calculated
- $0
- Hours/week
- 1
-
Hanna TesterHANNA TESTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rachel Two TwoRACHEL TWO TWO
DIRECTOR (TERMED 09.2023)
- Total calculated
- $0
- Hours/week
- 1
-
Jill KohlesJILL KOHLES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey Thomas JacobsonJEFFREY THOMAS JACOBSON
EXECUTIVE DIRECTOR (TERMED 04.2023)
- Total calculated
- $37,009
- From this org
- $33,815
- From related orgs
- $0
- Other
- $3,194
- Hours/week
- 40
-
Richard T HollisRICHARD T HOLLIS
CFO
- Total calculated
- $312,903
- From this org
- $0
- From related orgs
- $284,124
- Other
- $28,779
- Hours/week
- 3 + 37 related
Schedule J breakdown matched by us
- Base
- $0 + $232,753 related
- Bonus
- $0 + $51,246 related
- Other
- $0 + $125 related
- Deferred
- $0 + $14,321 related
- Nontaxable benefits
- $0 + $14,458 related
- Filer's total
- $0 + $312,903 related
-
Jordyn RogersJORDYN ROGERS
EXECUTIVE DIRECTOR (BEGAN 04.2023)
- Total calculated
- $83,442
- From this org
- $74,540
- From related orgs
- $0
- Other
- $8,902
- Hours/week
- 40
-
Michael ShinkonisMICHAEL SHINKONIS
DIRECTOR OF FINANCE AND ACCOUNTING
- Total calculated
- $201,820
- From this org
- $0
- From related orgs
- $178,452
- Other
- $23,368
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $162,220 related
- Bonus
- $0 + $16,232 related
- Other
- $0
- Deferred
- $0 + $9,355 related
- Nontaxable benefits
- $0 + $14,013 related
- Filer's total
- $0 + $201,820 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. 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 · Independent compensation consultant
- 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.
-
501(C)(3) · COUNSELING · MI
Directly controlled by GREENPATH INC
-
HOMEOWNERSHIP PRESERVATION FOUNDATION
501(C)(3) · HOUSING · MN
Directly controlled by GREENPATH INC
-
501(C)(3) · HOUSING, FINANCIAL EDUCATION · PA
Directly controlled by GREENPATH INC
-
501(C)(3) · PRODUCT DEVELOPMENT FOR UNDERSERVED POPULATIONS AND NONPROFIT ORGANIZATIONS · MI
Directly controlled by GREENPATH INC
-
501(C)(3) · FINANCIAL CONSULTING SERVICES · PR
Directly controlled by GREENPATH INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402509349301665
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