2023-12-13T11:32:35-05:00 2023-06-30 KUNDINGER CORDER & MONTOYA PC 475 LINCOLN STREET SUITE 200 DENVER CO 80203 990 2022-07-01 541970097 OWEESTA CORPORATION OWEE 3037748838 2432 MAIN STREET 1ST FLOOR LONGMONT CO 80501 FLORENCE LUDKA CFO 3037748838 2023-12-13 true FLORENCE LUDKA 999009999 false TIFFANY KNIGHT P01725779 3035345953 2023-12-13 2022 2023-04-26 12:10:37Z FLORENCE LUDKA 11519423 false X WWW.OWEESTA.ORG X 1999 VA TO PROVIDE ECONOMIC ASSISTANCE, LOAN CAPITAL AND TRAINING TO NATIVE TRIBES, COMMUNITIES AND PEOPLES. 6 6 17 6 0 7475034 9647728 1051529 1684340 24048 187355 0 8550611 11519423 2833267 1220619 0 1964873 2125040 0 268039 2195721 4190768 6993861 7536427 1556750 3982996 63460575 81341285 43558124 57437951 19902451 23903334 OWEESTA CORPORATION ("OWEESTA") SUPPORTS ECONOMIC GROWTH IN NATIVE AMERICAN COMMUNITIES THROUGH THE CREATION, DEVELOPMENT AND CAPITALIZATION OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS. false false 4394691 461286 534594 INSITUTIONAL DEVELOPMENT - THE PRIMARY GOAL IS TO HELP CREATE, DEVELOP, EXPAND AND STRENGTHEN NATIVE COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFIS). ACTIVITIES REFLECT THE PROVISION OF REGIONAL AND LOCAL CDFI WORKSHOPS, PARTICIPATION AND ATTENDANCE AT OTHER INDUSTRY CONFERENCES, PARTICIPATION ON THE CDFI COALITION, AND FOLLOW-UP OUTREACH, TECHNICAL ASSISTANCE AND TRAINING TO TRIBES WHO HAVE EXPRESSED AN INTEREST IN OR ARE IN THE PROCESS OF FORMING A CDFI. 1857989 759333 1149746 LENDING AND OTHER - OWEESTA PROVIDES CAPITALIZATION TO QUALIFYING ORGANIZATIONS, ENABLING THEM TO REINVEST THE CAPITAL BACK INTO THEIR COMMUNITIES AND PROGRAMS AND/OR TO USE AS LEVERAGE TO ATTRACT OTHER CAPITAL. OWEESTA MAKES LOANS TO VARIOUS TYPES OF NATIVE COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS SUCH AS SMALL BUSINESS LOAN FUNDS AND CREDIT ASSOCIATIONS TO MAKE CONSUMER, BUSINESS AND HOUSING LOANS. OWEESTA ALSO LENDS TO HOUSING LOAN FUNDS FOR CAPITALIZING CONSTRUCTION LOAN FUNDS OR FOR MORTGAGE LENDING. 6252680 true true false false false false false false false false true false false false true false true false false false false false false false false false false true false true false false false false false false true false false false false false false false false false false true 74 0 true 17 true false false false false false false false false false false false false X 6 6 false false false false false false false true true false false true true true true true true true true false SD VA X FLORENCE LUDKA 3037748838 2432 MAIN STREET 1ST FLOOR LONGMONT CO 80501 JEFF BOWMAN CHAIR 2.00 X X 0 0 0 ROBIN DANNER VICE CHAIR 2.00 X X 0 0 0 DEREK VALDO SECRETARY/TR 2.00 X X 0 0 0 SUSAN HAMMOND DIRECTOR 2.00 X 0 0 0 FRAN LUTZ DIRECTOR 2.00 X 0 0 0 RODGER BOYD DIRECTOR 2.00 X 0 0 0 CHRYSTEL CORNELIUS EXECUTIVE DI 40.00 X 188362 0 14705 FLORENCE LUDKA CFO 40.00 X 169413 0 14902 FERN ORIE COO 40.00 X 153683 0 11987 HEATHER TAYLOR DIR OF PROGR 40.00 X 105269 0 13497 LANALLE SMITH SR PRGM OFFI 40.00 X 100335 0 13690 DEBBIE POWERS ACCOUNTANT 40.00 X 110487 0 4667 827549 73448 6 false true false 3967868 5679860 9647728 LOAN PORTFOLIO INCOME 1149746 1149746 PROGRAM SERVICE FEES 534594 534594 1684340 187355 187355 11519423 1684340 187355 X 1220619 1220619 439211 230124 163707 45380 1401623 734377 522428 144818 18048 9456 6727 1865 127435 66769 47499 13167 138723 72684 51706 14333 2529768 2492395 30758 6615 86730 40708 43022 3000 171031 128741 41082 1208 7314 3832 2726 756 215666 175798 17699 22169 208092 203491 1288 3313 464602 464522 80 51774 27127 19298 5349 LOAN LOSS RESERVE 308329 308329 MISCELLANEOUS 93010 45178 47392 440 PRINTING & PUBLICATIONS 54452 28530 20296 5626 7536427 6252680 1015708 268039 5082720 3583786 12804999 22731954 1099175 1096889 160757 231129 40424723 52724593 50385 44375 97625 97625 3837816 928559 63460575 81341285 633628 636273 150000 42097403 54492032 827093 2159646 43558124 57437951 X 17706168 20122265 2196283 3781069 19902451 23903334 63460575 81341285 3982996 17887 X false true X true true true X 7493307 3081987 11500932 7475034 9647728 39198988 727107 929796 1203182 1051529 1684340 5595954 8220414 4011783 12704114 8526563 11332068 44794942 5599991 2645554 7566927 2634490 3718835 22165797 7734 246025 393184 131994 86156 865093 5607725 2891579 7960111 2766484 3804991 23030890 21764052 88605 109288 20208 24048 187355 429504 88605 109288 20208 24048 187355 429504 8309019 4121071 12724322 8550611 11519423 45224446 0.48120 0.44680 0.01000 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97625 97625 OTHER LIABILITIES 2159646 2159646 11537310 17887 17887 11519423 11519423 7536427 7536427 7536427 true AKIPTAN INC PO BO 858 EAGLE BUTTE SD 57625 823541909 501C3 66000 GRANT BLACK HILLS CLF INC 1764 CENTRE STREET STE 1 RAPID CITY SD 57703 262504959 501C3 60350 EMERGING GRANT DYNAMIC COMMUNITY SOLUTIONS 85-1373 PUHINALO PL WAIANAE HI 96792 814857118 501C3 25000 GRANT FIRST AMERICAN CAPITAL CORPORATION 10710 W SCHARLES AVE HALES CORNER WI 53130 371439848 501C3 60000 GRANT FIRST NATIONS COMMUNITY FINANCE 206 S ROOSEVELT RD 123 BLACK RIVER FALLS WI 54615 453971533 501C3 14100 KEEPING PEOPLE HOUSE FOUR DIRECTIONS DEVELOPMENT CORP 20 GODFREY DR ORONO ME 04473 010544468 501C3 37520 GRANT HAWAIIAN LENDING & INVESTMENTS PO BOX 646 ANAHOLA HI 96703 844259100 501C3 51850 WORTH SUBGRANT HI HOME RESOLUTIONS INC 741 LUKEPANE AVENUE HONOLULU HI 96816 472360461 501C3 25000 GRANT KUMANO I KE ALA O MAKAWELI PO BOX 181 WAIMEA HI 96796 473180959 501C3 25000 GRANT MAZASKA OWACASO OTIPI FINANCIAL PO BOX 1996 PINE RIDGE SD 57770 760761743 501C3 83334 GRANT MONTANA NATIVE GROWTH FUND 353 OLD HAYS ROAD HAYS MT 59527 851312061 501C3 11600 GRANT NACDC FINANCIAL SERVICES INC PO BOX 3029 BROWNING MT 59417 273156259 501C3 14100 NHHHCN SUBGRANT NATIVE AMERICAN YOUTH & FAMILY CENTER 5135 NE COLUMBIA BLVD PORTLAND OR 97218 931141536 501C3 30600 WORTH SUBGRANT NORTHWEST NATIVE DEVELOPMENT FUND PO BOX 154 COULEE DAM WA 99116 264215937 501C3 77500 MORTGAGE GRANT SPRUCE ROOT 1 SEALASKA PLZ STE 400 JUNEAU AK 99801 454295940 501C3 11250 MATCHING GRANT TIWA LENDING PO BOX 1270 ISLETA NM 87022 800742774 501C3 31850 TECH GRANT WARM SPRINGS COMMUNITY ACTION TEAM PO BOX 1419 WARM SPRINGS OR 97761 161633303 501C3 16602 TECH GRANT WESTWATER FINANCIAL INC 55 A SAINT JAMES DR SANTA ROSA CA 95403 611668194 501C3 150000 MATCHING GRANT WHITE EARTH INVESTMENT INITIATIVE PO BOX 38 OGEMA MN 56569 010732253 501C3 101850 TECH GRANT WIND RIVER DEVELOPMENT FUND PO BOX 661 FORT WASHAKIE WY 82514 830337192 101250 GRANT WISCONSIN NATIVE LOAN FUND PO BOX 580 LAC DU FLAMBEAU WI 54538 432116172 501C3 195863 GRANT 20 1 SCHEDULE I, PAGE 1, PART I, LINE 2 EACH SUBGRANTEE MUST PROVIDE A BUDGET DETAILING THE PROPOSED USE OF FUNDS AND FINANCIAL REPORTS SHOWING THAT THE FUNDS WERE SPENT IN ACCORDANCE WITH THE BUDGET. ADDITIONALLY, THE SUBGRANTEE MUST PROVIDE DOCUMENTATION IN THE FORM OF A MATCH LETTER TO VERIFY ANY MATCHED FUNDS REPORTED TO THE FUNDING AGENCY AND REPORT ON THEIR PARTICIPATION IN OTHER ACTIVITIES DETAILED IN THE SUBGRANTEE AGREEMENT TWICE YEARLY. X false false false false false false false false false CHRYSTEL CORNELIUS EXECUTIVE DIRECTOR 188362 2600 12105 203067 FLORENCE LUDKA CFO 169413 4275 10627 184315 FERN ORIE COO 153683 11987 165670 SCHEDULE J, PAGE 1, PART I, LINE 3 OWEESTA CORPORATION'S BOARD MEMBERS APPROVE THE PRESIDENT'S SALARY. THEY ARE ALL FAMILIAR WITH THE NOT-FOR-PROFIT SECTOR AND THE ENVIRONMENT IN WHICH OWEESTA WORKS. THEREFORE, THE BOARD HAS SUFFICIENT KNOWLEDGE TO EVALUATE AND APPROVE THE PRESIDENT'S SALARY. ISAIAH CORNELIUS SON OF ED 30991 EMPLOYEE false SCHEDULE L, PART V ISAIAH CORNELIUS IS EMPLOYED AS THE IT SPECIALIST FOR OWEESTA AND WAS COMPENSATED FOR HIS SERVICES. FORM 990, PAGE 6, PART VI, LINE 11B BOARD MEMBERS ARE PRESENTED WITH DRAFT COPIES OF FORM 990 AND ALL SCHEDULES AND ATTACHMENTS, WHICH THEY ARE ASKED TO REVIEW AND APPROVE. FORM 990, PAGE 6, PART VI, LINE 12C THE BY-LAWS PROVIDE THE CONFLICT OF INTEREST POLICY FOR BOARD MEMBERS. THE EMPLOYEE HANDBOOK PROVIDES THE CONFLICT OF INTEREST POLICY FOR EMPLOYEES. IF CONFLICTS OF INTEREST ARISE DURING THE YEAR, THEY ARE VERBALLY DISCLOSED TO THE BOARD AND THE AFFECTED PERSON RECUSES HIM OR HERSELF FROM RELATED DECISIONS. BOARD MEMBERS ARE REQUIRED TO COMPLETE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES. FORM 990, PAGE 6, PART VI, LINE 15A BOARD MEMBERS APPROVE THE SALARY OF THE PRESIDENT/CEO AND ARE INFORMED OF THE SALARIES OF OTHER KEY EMPLOYEES. THE MEMBERS OF THE BOARD ARE ALL FAMILIAR WITH THE NOT-FOR-PROFIT SECTOR AND WITH THE ENVIRONMENT IN WHICH OWEESTA WORKS AND FROM WHICH IT RECRUITS ITS EMPLOYEES. THEREFORE, THE BOARD HAS SUFFICIENT KNOWLEDGE TO EVALUATE AND APPROVE THESE SALARIES. FORM 990, PAGE 6, PART VI, LINE 15B THE PRESIDENT/CEO APPROVES THE SALARIES OF OTHER KEY EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS 2,492,395 30,758 6,615