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Nonprofiteer
← HOMEWORD INC

Form 990 for tax year 2023

Filed by HOMEWORD INC.

Totals

Total revenue
$13,199,994
Total expenses
$7,314,552
Contributions and grants received
$1,230,793
Grants paid
$0
Program service revenue
$11,942,645
Investment income
$26,556
Other revenue
$0
Total assets, end of year
$64,376,198
Total liabilities, end of year
$24,461,498
Net assets or fund balances, end of year
$39,914,700
Program services expenses (Part IX)
$7,096,645
Management and general expenses
$40,663
Fundraising expenses
$177,244
Program service expenses (Part III)
$7,096,645

Program services were 97.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KARISSA TRUJILLO

    Executive Dir.

    Total calculated
    $102,379
    From this org
    $102,379
    From related orgs
    $0
    Other
    $0
    Hours/week
    40 + 1 related

  • HEATHER MCMILIN

    Director

    Total calculated
    $94,240
    From this org
    $94,240
    From related orgs
    $0
    Other
    $0
    Hours/week
    40 + 1 related

  • MATT JOSEPH

    Director

    Total calculated
    $90,933
    From this org
    $90,933
    From related orgs
    $0
    Other
    $0
    Hours/week
    40 + 1 related

  • JULIE PAVLISH

    Director

    Total calculated
    $55,342
    From this org
    $55,342
    From related orgs
    $0
    Other
    $0
    Hours/week
    40 + 1 related

  • BETH HAYES

    President

    Total calculated
    $0
    Hours/week
    1

  • MEG HAENN

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • JESSICA VIZZUTTI

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • JASON ERICKSON

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • ALICE JONES

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • ADRIENNE MAXWELL

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRUCE HAROLDSON

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • GRETCHEN HOOKER

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • JESSICA WELTMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

  • SARA NELSON

    MEMBER

    Total calculated
    $0
    Hours/week
    0

  • MAUREEN RUDE

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • RYAN SEARS

    MEMBER

    Total calculated
    $0
    Hours/week
    0

  • PELAH HOYT

    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

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.

  • HW-CONFLUENCE INC

    501(c)(2) · HOLD TITLE · MT · controlled entity

    Directly controlled by HOMEWORD INC

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.

  • HW-PHILLIPS STREET LLC

    Housing · MT · income $67,821 · assets $468,846

    Directly controlled by HOMEWORD INC

  • FIREWEED COURT LLC

    Housing · MT · income $119,388 · assets $494,246

    Directly controlled by HOMEWORD INC

  • LENOX FLATS LLC

    Housing · MT · income $133,911 · assets $696,735

    Directly controlled by HOMEWORD INC

  • GOLD DUST LLC

    Housing · MT · income $185,609 · assets $1,067,680

    Directly controlled by HOMEWORD INC

  • HW INVESTMENT FUND LLC

    ASSET HOLDING · MT · income $63,175 · assets $2,765,108

    Directly controlled by HOMEWORD INC

  • ACME HISTORIC HOTEL LLC

    HOUSING · MT · income $213,340 · assets $2,129,171

    Directly controlled by HOMEWORD INC

  • CREEKSIDE APARTMENT LLC

    HOUSING · MT · income $1,839,344 · assets $12,896,861

    Directly controlled by HOMEWORD INC

  • HEARTHSTONE LLC

    HOUSING · MT · income $729,951 · assets $3,410,051

    Directly controlled by HOMEWORD INC

  • FRASER TOWER LLC

    HOUSING · MT · income $739,548 · assets $3,813,030

    Directly controlled by HOMEWORD INC

  • SAGE TOWER LLC

    HOUSING · MT · income $843,163 · assets $3,019,246

    Directly controlled by HOMEWORD INC

  • ORCHARD GARDENS LLC

    HOUSING · MT · income $340,276 · assets $4,018,273

    Directly controlled by HOMEWORD INC

  • OUELLETTE PLACE LIMITED PARTNERSHIP

    HOUSING · MT · income $352,790 · assets $3,960,375

    Directly controlled by HOMEWORD INC

  • SOUTHERN LIGHTS LLC

    HOUSING · MT · income $201,427 · assets $3,113,577

    Directly controlled by HOMEWORD INC

Related partnerships

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

  • HW-RB SB

    INVESTMENT · HOUSING · MT · 79% owned · share of income $25,441 · share of assets $832,249

    Directly controlled by HOMEWORD INC

Provenance

Return type
form_990
Tax year
2023
Filed
10 March 2025
IRS schema version
2023v6.0
Source object
202510699349300896

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