2023-07-21T10:22:42-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP ONE SEAGATE SUITE 2650 TOLEDO OH 43604 990 2022-01-01 810303443 RURAL DYNAMICS INC DBA RURAL DYNAMICS COMMUNITY SERVICES INC RURA 4064545709 410 CENTRAL AVENUE 401 GREAT FALLS MT 59401 RICHARD T HOLLIS CFO 4064545709 2023-07-20 1 RICHARD HOLLIS 999009999 1 DOUGLAS S SOSKO P01009253 4192443711 2023-07-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TOM JACOBSON 410 CENTRAL AVENUE 401 GREAT FALLS MT 59401 609350 0 X WWW.RURALDYNAMICS.ORG X 1968 MT RURAL DYNAMICS, INC. HELPS PEOPLE ACHIEVE FINANCIAL SECURITY AND PURSUE ECONOMIC OPPORTUNITIES. 7 7 12 129 0 0 623223 443153 132342 165498 16 699 7807 0 763388 609350 0 0 0 0 389184 477278 0 0 1863 321476 261991 710660 739269 52728 -129919 5435285 4938783 5149283 4782700 286002 156083 WE PROVIDE PROGRAMS AND DEVELOP PARTNERSHIPS TO HELP YOUTH, INDIVIDUALS AND FAMILIES ACHIEVE ECONOMIC INDEPENDENCE. 0 0 645538 165498 RURAL DYNAMICS, INC. PROVIDES PERSONAL FINANCE ASSISTANCE THROUGH TRUST FUND ACTIVITY FOR 239 CLIENTS, FINANCIAL EDUCATION, AND COUNSELING TO 1,045 CLIENTS AND PREPARED 3,432 TAX RETURNS WHICH RETURNED $4.3 MILLION DOLLARS TO MONTANA TAXPAYERS THROUGH THE TAX HELP MONTANA PROGRAM. 645538 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X RICHARD T HOLLIS 2485535400 36500 CORPORATE DRIVE FARMINGTON HILLS MI 48331 MOLLY KIMMEL CHAIR 1.00 X X 0 0 0 JOHN DORAN VICE CHAIR 1.00 X X 0 0 0 JENNIFER BANNA DIRECTOR 1.00 X 0 0 0 DAVID FINK DIRECTOR 1.00 X 0 0 0 SHANDY MORAN DIRECTOR 1.00 X 0 0 0 HANNA TESTER DIRECTOR 1.00 X 0 0 0 RACHEL TWO TWO DIRECTOR 1.00 X 0 0 0 JEFFREY THOMAS JACOBSON EXECUTIVE DIRECTOR 40.00 X 134395 0 6676 RICHARD T HOLLIS CFO 5.00 35.00 X 0 274276 39530 134395 274276 46206 1 0 1 0 0 199908 243245 443153 DEBTOR FEES 541990 111855 111855 EDUCATION INCOME 541990 53643 53643 165498 474 474 225 0 225 225 225 609350 165498 0 699 141071 141071 234978 190870 44108 14103 13528 575 51267 49241 2026 35859 33964 1895 2984 2984 2100 2100 411 411 5119 4170 949 1863 1863 72478 53283 19195 54062 54062 19667 14574 5093 7771 6384 1387 5088 5088 3444 996 2448 GRANT EXPENSE 51838 51838 BUSINESS SERVICES 23369 23369 MAINTENANCE & REPAIRS 7870 4261 3609 COMPUTER PROCESSING 3927 3927 739269 645538 91868 1863 303993 151902 403511 130510 96994 364849 425286 5900 2900 36615 17536 24167 19079 1362616 937415 2839739 3305207 5435285 4938783 178568 112937 3470 2130976 1916415 2839739 2749878 5149283 4782700 X 286002 156083 286002 156083 5435285 4938783 -129919 0 X 0 1 X 1 1 1 X 609691 426070 549457 623223 443153 2651594 609691 426070 549457 623223 443153 2651594 2651594 33 51 372 16 474 946 46002 5 7807 53814 2706354 881904 0.97980 0.96850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 35615 16536 19079 1000 1000 0 19079 POOLED TRUST 2679882 OPERATING RIGHT OF USE 71611 CLIENT FUNDS HELD IN TRUST 402987 MATL GRANT RESTRICTED FUNDS 150727 3305207 POOLED TRUST 2679882 OPERATING LEASE LIABILITIY 69996 2749878 X PART IV, LINE 2B: REPRESENTATIVE PAYEE: PROGRAM IN WHICH PAYMENTS ARE MANAGED FOR BENEFICIARIES WHO ARE UNABLE TO MANAGE THEIR SOCIAL SECURITY OR SUPPLEMENTAL SECURITY INCOME PAYMENTS MATL LOAN PROGRAM: PROGRAM THAT OFFERS MONTANA ACCESS LOANS WHICH PROVIDE MONTANANS WITH DISABILITIES, OR THEIR FAMILY MEMBERS, THE ABILITY TO PURCHASE ASSISTIVE TECHNOLOGY FOR A VARIETY OF NEEDS POOLED TRUST: RURAL DYNAMICS INC. IS THE ORGANIZATIONAL NONPROFIT TRUSTEE OF THE MONTANA FAMILIES TRUST, A SELFSETTLED IRREVOCABLE SPECIAL NEEDS POOLED TRUST CREATED TO ENHANCE THE QUALITY OF LIFE FOR MONTANA RESIDENTS WITH DISABILITIES. THE MONTANA FAMILES TRUST ALLOWS INDIVIDUAL WITH DEVELOPMENTAL DISABILITIES, OR THEIR FAMILES, TO SET ASIDE FUNDS FOR FUTURE USE WITHOUT AFFECTING THEIR ELIGIBILITY FOR GOVERNMENT SERVICES AND BENEFITS SUCH AS SUPPLEMENTAL SECURITY INCOME (SSI) AND MEDICAID. TRUST FUNDS ARE OVERSEEN BY D|A|DAVIDSON. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION DETERMINED IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS X X X X X X 0 0 0 0 0 0 0 0 0 RICHARD T HOLLIS CFO 0 221786 0 49823 0 2667 0 13829 0 25701 0 313806 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF RURAL DYNAMICS INC. IS GREENPATH, INC. FORM 990, PART VI, SECTION A, LINE 7A RURAL DYNAMICS INC. IS A SOLE MEMBER STRUCTURE, WHERE THE SOLE MEMBER OF RURAL DYNAMICS INC. IS INVOLVED IN SIGNIFICANT GOVERNANCE AND FINANCIAL DECISIONS INCLUDING THE FINAL AUTHORITY OVER THE COMPOSITON OF THE BOARD OF DIRECTORS OF RURAL DYNAMICS INC. FORM 990, PART VI, SECTION A, LINE 7B RURAL DYNAMICS INC. IS A SOLE MEMBER STRUCTURE, WHERE THE SOLE MEMBER OF RURAL DYNAMICS INC. IS INVOLVED IN SIGNIFICANT GOVERNANCE AND FINANCIAL DECISIONS INCLUDING THE FINAL AUTHORITY OVER THE COMPOSITON OF THE BOARD OF DIRECTORS OF RURAL DYNAMICS INC. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT E-MAILS A DRAFT COPY TO ALL BOARD OF TRUSTEE MEMBERS, AND FEEDBACK IS SOUGHT FROM THE BOARD OF TRUSTEE MEMBERS PRIOR TO FILING THE 990 RETURN. FORM 990, PART VI, SECTION B, LINE 12C RURAL DYNAMICS, INC. REQUIRES OFFICERS, DIRECTORS AND KEY EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THIS FORM ASKS FOR ANY MATERIAL INTERESTS OR AFFILIATION WHICH ARE, OR ARE LIKELY TO BECOME, CONFLICTS OF INTEREST. POTENTIAL CONFLICT CIRCUMSTANCES WHICH ARISE DURING THE COURSE OF THE YEAR ARE REQUIRED TO BE REPORTED TO THE BOARD OF TRUSTEES. BOARD MEMBERS MUST EXCUSE THEMSELVES FROM DISCUSSION ABOUT OR VOTING ON ANY TRANSACTIONS IN WHICH THEY MAY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD RELIES ON AN INDEPENDENT, THIRD PARTY COMPENSATION CONSULTANT TO COLLECT COMPARABILITY DATA, ASSESS MARKET TRENDS AND MAKE RECOMMENDATIONS ON THE TOP MANAGEMENT OFFICIAL'S COMPENSATION PACKAGE. THE SAMPLE OF COMPARABLE ORGANIZATIONS IS COMPOSED OF ORGANIZATIONS FROM WHICH RURAL DYNAMICS, INC. MIGHT RECRUIT A FUTURE TOP MANAGEMENT OFFICIAL OR WHICH MIGHT HAVE AN INTEREST IN TRYING TO RECRUIT RURAL DYNAMICS, INC.'S TOP MANAGEMENT OFFICIAL AND WHICH ADDITIONALLY ARE LOCATED IN LABOR MARKETS WHERE RURAL DYNAMICS, INC. HAS A SIGNIFICANT PRESENCE. SPECIFIC DEGREE OF COMPARABILITY IS BASED ON A) GROSS RECEIPTS AND B) TOTAL ASSETS. FORM 990, PART VI, SECTION C, LINE 19 RURAL DYNAMICS, INC'S 990 IS AVAILABLE UPON REQUEST. THE ANNUAL REPORT, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE UPON REQUEST. GREENPATH INC 36500 CORPORATE DRIVE FARMINGTON HILLS MI 48331 386142925 COUNSELING MI 501(C)(3) LINE 10 GREENPATH INC 0 HOMEOWNERSHIP PRESERVATION FOUNDATION 36500 CORPORATE DRIVE FARMINGTON HILLS MI 48331 522403507 HOUSING MN 501(C)(3) LINE 10 GREENPATH INC 0 CCCS OF DELAWARE VALLEY 1635 MARKET STREET PHILADELPHIA PA 19103 231671903 HOUSING, FINANCIAL EDUCATION PA 501(C)(3) LINE 10 GREENPATH INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0