2024-04-17T16:52:26-05:00 2023-06-30 810348775 JUNKERMIERCLARKCAMPANELLASTEVENS PC 321 W BROADWAY 4TH FLOOR MISSOULA MT 59802 990 2022-07-01 810332017 DISTRICT XI HUMAN RESOURCE COUNCIL INC DIST 4067283710 1801 S HIGGINS MISSOULA MT 59801 RUTH BURKE EXECUTIVE DIRECTOR 4067283710 2024-04-11 1 RUTH BURKE 999009999 0 DREW RIEKER CPAABV P01067948 4065494148 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RUTH BURKE 1801 S HIGGINS MISSOULA MT 59801 6033414 0 X HTTPS://HUMANRESOURCECOUNCIL.ORG/ X 1965 MT ADVOCATE FOR LOW-INCOME,PUBLIC BENEFIT CORPORATION 9 9 77 32 0 0 5284327 5300894 751797 658441 8287 53138 179361 20941 6223772 6033414 2557227 1869746 0 0 2102485 2349931 0 0 0 726692 907668 5386404 5127345 837368 906069 18654888 19179501 3429030 3018953 15225858 16160548 X WORKING TO IDENTIFY AND EXPAND RESOURCES TO PROVIDE OPPORTUNITIES FOR LOW INCOME HOUSEHOLDS IN HOUSING, HEALTH, EDUCATION, TRAINING, AND EMPLOYMENT FOR MISSOULA, MINERAL, AND RAVALLI COUNTIES. 0 0 1751384 769589 2957 HUMAN SERVICES MULTIPURPOSE: ENERGY CONSERVATION/ENERGY BILL ASSISTANCE: 3,271 PARTICIPANT APPLICATIONS FOR ASSISTANCE WITH HEATING COSTS AND WEATHERIZATION WERE PROCESSED. 2,822 HOUSEHOLDS RECEIVED ASSISTANCE WITH THEIR HEATING BILL COSTS. 130 PARTICIPANTS FACING A LOSS OF RESIDENTIAL BASE LOAD OR HEATING FUEL WERE ASSISTED. 57 PARTICIPANTS WERE PROVIDED WITH CONSERVATION MEASURES, RESULTING IN DECREASED ENERGY CONSUMPTION. 129 PARTICIPANTS WHOSE HOUSEHOLD AND PRIMARY HOME WATER HEATING AND OR SPACE HEATING SYSTEMS NEEDING EMERGENCY SAFETY MODIFICATIONS WERE ASSISTED BY REPLACEMENT OR REPAIR. 318 HOUSEHOLDS RECEIVED ASSISTANCE WITH THEIR WATER BILL COSTS. 1795953 676681 166822 COMMUNITY IMPROVEMENT, CAPACITY BUILDING: COMMUNITY SERVICE/HOMELESSNESS: PROVIDE ADVOCACY FOR AND INFORMATION AND SERVICES TO LOW INCOME PERSONS AND INFORMATION ON AVAILABLE SERVICES TO THE GENERAL PUBLIC THROUGH THE 211 3-DIGIT PHONE SYSTEM. PROVIDED APPROPRIATE INFO AND ASSISTANCE TO 5,139 CALLERS ON THE 211 PHONE LINE. WORKING IN CONJUNCTION WITH LOCAL RELIGIOUS AND CHARITABLE ORGANIZATIONS, 211 PROVIDED DIRECT, EMERGENCY FINANCIAL ASSISTANCE TO 293 HOUSEHOLDS WITH NEEDS SUCH AS FOOD, GAS, RENT, RENTAL DEPOSITS, UTILITY EXPENSES, PRESCRIPTION COSTS AND OTHER CRITICAL ITEMS LIKE IDS, DRIVER'S LICENSES, AND BIRTH CERTIFICATES. EMERGENCY FOOD AND LODGING WERE PROVIDED, IN COLLABORATION WITH HOMELESS SHELTERS AND FOOD BANKS, TO LOW INCOME AND HOMELESS PEOPLE, INCLUDING CHILDREN. 5,562 MEALS SERVED AMOUNTING TO 29 LUNCHES PER DAY WERE SERVED TO CHILDREN UNDER AGE 19 IN MINERAL COUNTY. THROUGH PARTICIPATION IN A HRC PROGRAM, 1 DISABLED PERSON WAS APPROVED FOR SUPPLEMENTAL SECURITY DISABILITY (SSI). 309138 145292 503473 HOUSING, SHELTER: HOUSING: CONSTRUCTION, FINANCING, AND MANAGING LOW-INCOME HOUSING FOR PURCHASE OR RENT. HRC TYPICALLY SERVES HOUSEHOLDS BY LOANING THEM DOWN PAYMENT ASSISTANCE, ENABLING THE HOUSEHOLDS TO PURCHASE THEIR FIRST HOME, HOWEVER, IN THE CURRENT YEAR THERE WERE NONE. IN THE SECTION 8 PROGRAM, AN AVERAGE OF 385 VOUCHERS PER MONTH, ALLOWED FAMILIES ACCESS TO SAFE, AFFORDABLE RENTAL HOUSING. THE YOUTH HOUSING DEMONSTRATION PROJECT ASSISTED 20 PARTICIPANTS WITH SAFE, AFFORDABLE RENTAL HOUSING. 750612 278185 6130 EMPLOYMENT, JOB RELATED: EMPLOYMENT AND TRAINING: PROVIDE TRAINING, WORK EXPERIENCE, AND SERVICES FOR YOUTH FROM LOWER INCOME HOMES AND FOR INDIVIDUALS PARTICIPATING IN THE TEMPORARY ASSISTANCE TO NEEDY FAMILIES (TANF) PROGRAM. 70 YOUTH AND ADULTS SUCCESSFULLY COMPLETED TRAINING, ACHIEVED EMPLOYMENT OR EDUCATIONAL BENCHMARKS. 750612 278185 6130 4607087 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 99 0 1 77 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X THE ORGANIZATION 4067283710 1801 S HIGGINS MISSOULA MT 59801 JOE LOOS CHAIR 2.00 0.50 X X 0 0 0 KENANI SOUZA-RESNER VICE CHAIR 1.00 X X 0 0 0 MICHELE LANDQUIST SECRETARY/TREASURER 1.00 X X 0 0 0 BILLYE ANN BRICKER BOARD MEMBER 1.00 0.50 X 0 0 0 JUANITA VERO BOARD MEMBER 1.00 X 0 0 0 DUANE SIMONS BOARD MEMBER 1.00 X 0 0 0 DAN HULS BOARD MEMBER 1.00 X 0 0 0 LARRY DEGARMO BOARD MEMBER 1.00 0.50 X 0 0 0 GISELE FORREST BOARD MEMBER 1.00 X 0 0 0 CHARLIE WELLENSTEIN FORMER BOARD MEMBER 1.00 X 0 0 0 JIM MORTON FORMER EXECUTIVE DIRECTOR 40.00 0.50 X 168390 0 25810 RUTH BURKE EXECUTIVE DIRECTOR 40.00 0.50 X 84095 0 27108 252485 0 52918 1 0 1 0 0 5298945 1949 5300894 FEES FOR SERVICES 624200 269287 269287 REPAYMENT ON HSG LOANS 624200 264914 264914 OTHER PROGRAM REVENUE 624200 124157 124157 ENERGY CONSERVATION FE 624100 83 83 658441 53138 53138 MISCELLANEOUS 900099 20941 20941 20941 6033414 679382 0 53138 321300 321300 1548446 1548446 282240 282240 1474957 1418790 56167 160759 124941 35818 234305 219396 14909 197670 159363 38307 8237 7089 1148 24800 24800 157389 122014 35375 4450 4290 160 89430 77064 12366 370513 358467 12046 45367 44463 904 12916 10983 1933 7342 7342 88921 88921 TELEPHONE 34465 33336 1129 DUES AND SUBSCRIPTIONS 31217 25694 5523 VEHICLE 17959 16379 1580 MISCELLANEOUS 9998 476 9522 4664 25675 -21011 5127345 4607087 520258 0 X 3350675 3334085 3184718 3440293 553608 803048 35189 81329 6370786 6311013 54230 38344 4924816 3331319 1648016 1593497 3457666 3494330 0 83562 18654888 19179501 459245 352504 274514 61428 750663 669086 1944608 1935935 3429030 3018953 X 14098160 14250750 -589526 303491 1717224 1606307 15225858 16160548 18654888 19179501 X 906069 28621 X 0 1 X 1 1 1 X 4965914 4675213 4686145 5284327 5300894 24912493 4965914 4675213 4686145 5284327 5300894 24912493 24912493 6054 8980 519 8287 53138 76978 24989471 3898984 0.99690 0.99910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 658592 658592 1984259 1470911 513348 1192877 1039595 153282 299282 266414 32868 789806 554399 235407 1593497 DUE FROM HAMILTON AFFORDABLE HOUSING PARTNERSHIP 1018260 C DUE FROM HRC COTTAGES, INC. 2207013 C INVESTMENT IN HRC DEVELOPMENT, INC. 269057 C 3494330 NET PENSION LIABILITY 1852373 LEASE LIABILITY 83562 1935935 1 POVERELLO CENTER INC PO BOX 7644 MISSOULA MT 59807 237439391 501(C)(3) 129355 0 EMERGENCY FOOD AND SHELTER GRANTS YOUTH HOMES INC PO BOX 7616 MISSOULA MT 59807 810331313 501(C)(3) 13400 0 ASSISTANCE WITH PROJECT COSTS MISSOULA COUNTY PUBLIC SCHOOLS 215 SOUTH SIXTH STREET WEST MISSOULA MT 59801 810504312 MISSOULA COUNTY 11000 0 NATIVE AMERICAN EDUCATION PROGRAM CITY OF MISSOULA 435 RYMAN STREET MISSOULA MT 59802 816001293 CITY OF MISSOULA 43076 0 RETURN OF CITY OF MISSOULA HOMEBUYER ASSISTANCE REPAYMENTS LITERACY BITTERROOT 303 N THIRD STREET HAMILTON MT 59840 810478575 501(C)(3) 20857 0 PAYMENT OF EXPENSES YWCA INC 1130 W BROADWAY MISSOULA MT 59802 810245851 501(C)(3) 22649 0 EMERGENCY FOOD AND SHELTER GRANTS SUPPORTERS OF ABUSE FREE ENVIRONMENTS INC PO BOX 534 HAMILTON MT 59840 810460023 501(C)(3) 19180 0 EMERGENCY FOOD AND SHELTER GRANTS MONTANA FOOD BANK NETWORK 5625 EXPRESS WAY MISSOULA MT 59808 810421243 501(C)(3) 46822 0 EMERGENCY FOOD AND SHELTER GRANTS MISSOULA INTERFAITH COLLABORATIVE 2205 34TH ST MISSOULA MT 59801 463396495 501(C)(3) 6000 0 EMERGENCY FOOD AND SHELTER GRANTS 9 ENERGY CONSERVATION MEASURES 57 357581 COST SEE PART IV ENERGY BILL ASSISTANCE 2822 412008 PAID JOB EXPERIENCES, EMPLOYMENT & EDUCATION 70 278185 RENT, EMERGENCY SHELTER, AND BASIC NEEDS COSTS 5855 500672 PART I, LINE 2: DISTRICT XI RETAINS ALL RELEVANT INFORMATION REGARDING APPLICATIONS FOR ASSISTANCE FROM BOTH ORGANIZATIONS AND INDIVIDUALS AND RECORDS PAYMENTS THROUGH THE ACCOUNTING SYSTEM. PART 1, LINE 2: 57 HOUSEHOLDS RECEIVED ENERGY CONSERVATION MEASURES TO IMPROVE THE EFFICIENCY OF THEIR HOMES. ENERGY BILL ASSISTANCE - ENERGY BILL ASSISTANCE WAS PROVIDED TO LOWER INCOME HOUSEHOLDS TO REDUCE THEIR OUT OF POCKET COST OF ENERGY AND PREVENT THEIR LOSS OF HEATING FUEL. PAID JOB EXPERIENCES - WAGES AND INCENTIVES PAID TO YOUTH AND ADULTS WITH BARRIERS FOR ACCOMPLISHING ESTABLISHED GOALS IN THE PROCESS OF OBTAINING LONG-TERM EMPLOYMENT. RENT, FOOD, AND BASIC NEEDS COSTS - INDIVIDUALS EXPERIENCING DISABILITY, LOWER INCOMES, OR HOMELESSNESS WERE ASSISTED WITH RENT PAYMENTS AND PROVIDED BASIC NEEDS. IN ADDITION, DURING THE SUMMER, CHILDREN IN FAMILIES EXPERIENCING LOWER INCOMES HAVE DIFFICULTY ACCESSING A SUBSTITUTE FOR THE SCHOOL LUNCH PROGRAM. THIS ASSISTANCE PROVIDES A FREE LUNCH TO CHILDREN UNDER AGE 19 RESIDING IN A PRE-DETERMINED LOW INCOME GEOGRAPHICAL AREA, IN MINERAL COUNTY. THE VALUE OF ASSISTANCE REPORTED IS THE COST OF FOOD ONLY. THE NUMBER OF RECIPIENTS WAS ARRIVED AT BY COUNTING THE NUMBER OF SERVICES PROVIDED SUCH AS MEALS, HOMES, BILLS, RENTS, ETC. PAID. SOME RECIPIENTS MAY RECEIVE A COMBINATION OF SERVICES. FOR EXAMPLE, A MEAL A DAY FOR 5 DAYS FOR THE SAME PERSON IS COUNTED AS 5 MEALS. X X X X X 1 0 0 0 0 0 0 0 0 JIM MORTON FORMER EXECUTIVE DIRECTOR 168390 0 0 0 0 0 14832 0 10978 0 194200 0 0 0 PART I, LINE 3 BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION PACKAGE FOR EXECUTIVE DIRECTOR. PART I, LINE 4A IN THE CURRENT YEAR, THE BOARD CONVENED AND DETERMINED A TERMINATION BONUS FOR THE FORMER EXECUTIVE DIRECTOR. A TERMINATION BONUS OF $75,000 WAS DETERMINED, TO BE PAID OUT IN TWO EQUAL INSTALLMENTS IN JANUARY OF 2023 AND JANUARY OF 2024. A COMMITTEE WAS USED TO DETERMINE THE TERMINATION BONUS, WITH THE TERMINATION BONUS BASED PARTIALLY ON THE NUMBER OF YEARS THE FORMER EXECUTIVE DIRECTOR WAS COMPENSATED BELOW MARKET AND FOR WHICH COMPENSATION WAS NOT ALIGNED WITH EXPERIENCE. THE TERMINATION BONUS WAS APPROVED BY THE BOARD AND COMMITTEE TASKED WITH DETERMINING THE TERMINATION BONUS. FORM 990, PART VI, SECTION B, LINE 11B EXECUTIVE DIRECTOR AND FISCAL OFFICER REVIEW 990. FINAL DRAFT WAS PRESENTED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY APPLIES TO BOTH EMPLOYEES AND OFFICERS OF THE ORGANIZATION. OFFICERS DECLARE CONFLICTS AS THEY OCCUR AND ABSTAIN FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS IN WHICH THEY MAY BE VIEWED AS CONFLICTED. THE ORGANIZATION, THROUGH THE ADMINISTRATION OF FEDERAL PROGRAMS, IS ALSO MONITORED BY OUTSIDE ENTITIES FOR ANY EVIDENCE OF SELF DEALING. FORM 990, PART VI, SECTION B, LINE 15A BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION PACKAGE FOR EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 18 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 CURRENT YEAR 990 IS POSTED ON THE ORGANIZATION'S WEBSITE; FORM 1023 IS AVAILABLE UPON REQUEST. FORM 990, PART X, LINE 25 IN ACCORDANCE WITH GASB 68, ACCOUNTING AND FINANCIAL REPORTING FOR PENSIONS, EMPLOYERS AND THE NON-EMPLOYER CONTRIBUTING ENTITY ARE REQUIRED TO RECOGNIZE AND REPORT CERTAIN AMOUNTS ASSOCIATED WITH PARTICIPATION IN THE PUBLIC EMPLOYEES' RETIREMENT SYSTEM DEFINED BENEFIT RETIREMENT PLAN. EMPLOYERS ARE REQUIRED TO RECORD AND REPORT THEIR PROPORTIONATE SHARE OF THE COLLECTIVE NET PENSION LIABILITY; PENSION EXPENSE; AND DEFERRED OUTFLOWS AND DEFERRED INFLOWS OF RESOURCES ASSOCIATED WITH PENSIONS. THE NET PENSION LIABILITY IS UNLIKE ANY OF THE OTHER LIABILITIES REPORTED ON AN EMPLOYER'S FINANCIAL STATEMENTS, IN THAT IT IS NOT IMMEDIATELY DUE AND CANNOT BE PAID OFF UNDER ANY ACCELERATED SCHEDULE. CONTRIBUTION RATES ARE SET IN STATUTE; AN EMPLOYER WOULD ONLY REMIT THEIR STATUTORY CONTRIBUTION AMOUNT. AN EMPLOYER WOULD NOT BE ABLE TO REMIT PAYMENT FOR THE EMPLOYER'S ALLOCATED SHARE OF THE NET PENSION LIABILITY IN ORDER TO REMOVE THIS LIABILITY FROM THEIR FINANCIAL STATEMENTS. FORM 990, PART XI, LINE 9: GASB 68 PENSION ADJUSTMENT 28,621. HRC-MMR LLC 1801 S HIGGINS MISSOULA MT 59801 465346777 REDUCE RISK OF LITIGATED LOSS OF ASSETS NOT RELATED TO LITIGATION MT 45523 2975300 DISTRICT XI HRC INC HRC-RAVALLI PROPERTIES LLC 1801 S HIGGINS MISSOULA MT 59801 465342553 HOLDING COMPANY FOR PROPERTY MT 130940 849530 DISTRICT XI HRC INC HRC-MISSOULA PROPERTIES LLC 1801 S HIGGINS MISSOULA MT 59801 465333416 HOLDING COMPANY FOR PROPERTY MT 1760 1231150 DISTRICT XI HRC INC DISTRICT XI HRC VEBA INC 1801 S HIGGINS MISSOULA MT 59801 363686156 MANAGE EMPLOYEE BENEFITS MT 501(C)(9) N/A 0 HRC DEVELOPMENT INC 1801 S HIGGINS MISSOULA MT 59801 810516736 PURCHASE AND DEVELOP LOW-INCOME HOUSING MT 501(C)(3) 9 N/A 0 HRC PARKSIDE INC 1801 S HIGGINS MISSOULA MT 59801 810517550 PROVIDE AFFORDABLE HOUSING TO RESIDENTS OF PARKSIDE APARTMENTS, HAMILTON, MT MT 501(C)(3) 9 N/A 0 HAMILTON AFFORDABLE HOUSING PARTNERSHIP 1801 S HIGGINS MISSOULA MT 59801 810519859 24 UNIT TAX CREDIT RENTAL HOUSING MT N/A N/A 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 1 0 1 0 1 DISTRICT XI HRC VEBA INC M 221894 CASH HRC-MMR LLC S 119664 CASH HRC-RAVALLI PROPERTIES LLC K 43395 CASH HRC-MISSOULA PROPERTIES LLC K 218628 CASH HRC-MINERAL PROPERTIES LLC K 22403 CASH