2025-11-11T11:43:17-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990 2024-01-01 810303443 RURAL DYNAMICS INC RURA 4064038162 2 5TH ST N 201 GREAT FALLS MT 59401 MICHAEL SHINKONIS CHIEF FINANCIAL OFFICER 4064038162 2025-11-10 1 1 DOUGLAS S SOSKO P01009253 4197942000 2025-11-10 2024 2025-03-06 01:10:19Z X SEE SCHEDEULE O JORDYN SWARTZ 2 5TH ST N 201 GREAT FALLS MT 59401 841348 0 X WWW.RURALDYNAMICS.ORG X 1968 MT RURAL DYNAMICS, INC. HELPS PEOPLE ACHIEVE FINANCIAL SECURITY AND PURSUE ECONOMIC OPPORTUNITIES. 5 5 9 76 0 0 564457 675498 226573 164347 1950 1503 0 0 792980 841348 0 0 0 0 433830 458469 0 0 2591 203267 262244 637097 720713 155883 120635 5574186 5378070 5262266 4945542 311920 432528 WE PROVIDE PROGRAMS AND DEVELOP PARTNERSHIPS TO HELP YOUTH, INDIVIDUALS AND FAMILIES ACHIEVE ECONOMIC INDEPENDENCE. 0 0 613988 0 164347 RURAL DYNAMICS, INC. PROVIDES PERSONAL FINANCE ASSISTANCE THROUGH TRUST FUND ACTIVITY FOR 229 CLIENTS, FINANCIAL EDUCATION, AND COUNSELING TO 782 CLIENTS AND PREPARED 3,091 TAX RETURNS WHICH RETURNED $3.6 MILLION DOLLARS TO MONTANA TAXPAYERS THROUGH THE TAX HELP MONTANA PROGRAM. 613988 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 8 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 X MICHAEL SHINKONIS CFO 2485535400 36500 CORPORATE DRIVE FARMINGTON HILLS MI 48331 MOLLY KIMMEL DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER BANA DIRECTOR 1.00 0.00 X 0 0 0 DAVID FINK DIRECTOR 1.00 0.00 X 0 0 0 JILL KOHLES DIRECTOR 1.00 0.00 X 0 0 0 HANNA TESTER DIRECTOR 1.00 0.00 X 0 0 0 RICHARD T HOLLIS CFO (SERVED UNTIL 09/2024) 3.00 37.00 X 0 265414 11485 MICHAEL SHINKONIS CFO (BEGAN SERVICE 08/2024) 1.00 39.00 X 0 187083 37796 JORDYN SWARTZ EXECUTIVE DIRECTOR 40.00 0.00 X 85986 0 4619 85986 452497 53900 0 0 1 0 0 12 431010 244476 675498 PROGRAM FEES 541990 164347 164347 164347 1503 1503 841348 164347 0 1503 90605 90605 256233 209631 46602 13374 13241 133 65468 61169 4299 32789 31875 914 9816 9816 2289 2289 276 276 4923 104 4819 2591 2591 124980 103386 21594 71665 71665 15521 13110 2411 2634 1900 734 5088 5088 2280 996 1284 BUSINESS SERVICES 15541 15541 MAINTENANCE & REPAIRS 4640 765 3875 720713 613988 104134 2591 167723 149439 180232 350913 425639 465238 5251 4000 36615 27711 13992 8904 887727 834747 3893622 3564829 5574186 5378070 54981 71467 2474 11250 1828255 1437486 3376556 3425339 5262266 4945542 X 311920 432528 311920 432528 5574186 5378070 120635 -27 0 X 0 1 X 1 1 1 X 549457 623223 443153 564457 675497 2855787 549457 623223 443153 564457 675497 2855787 108076 2747711 372 16 474 1862 1503 4227 7807 7807 2867821 931899 0.95810 0.97980 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 7,807. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 35615 26711 8904 1000 1000 0 8904 POOLED TRUST 3377125 OPERATING RIGHT OF USE ASSET 50203 CLIENT FUNDS HELD IN TRUST 1088 MATL GRANT RESTRICTED FUNDS 136413 3564829 POOLED TRUST 3377125 OPERATING LEASE LIABILITIY 48214 3425339 X PART IV, LINE 2B: CLIENT FUNDS HELD IN TRUST REPRESENTS FUNDS HELD BY RDI FOR REPRESENTATIVE PAYEES. IN NOVEMBER 2024, THE RDI REPRESENTATIVE PAYEE PROGRAM ENDED. RDI WAS AWARDED A GRANT FROM THE UNIVERSITY OF MONTANA TO DEVELOP, MANAGE, AND OPERATE THE MONTANA ASSISTIVE TECHNOLOGY LOAN (MATL) PROGRAM TO HELP MONTANANS WITH DISABILITIES FUND ASSISTIVE TECHNOLOGY DEVICES AND SERVICES. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. THE ORGANIZATION DETERMINED IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. PART X, LINE 1, POOLED TRUST: RDI IS THE TRUSTEE OF THE MONTANA FAMILIES TRUST (THE POOLED TRUST), A POOLED SUPPLEMENTAL NEEDS TRUST. THE ASSETS OF THE POOLED TRUST ARE TO BE USED FOR HEALTH, EDUCATION, MAINTENANCE, AND OTHER SUPPLEMENTARY CARE, NOT PROVIDED BY OTHER GOVERNMENTAL SOURCES, OF THE DISABLED INDIVIDUAL BENEFICIARIES IN ACCORDANCE WITH THEIR LIFE CARE PLAN. RDI HAS FIDUCIARY RESPONSIBILITY OVER THE TRUST. X X X X X X 1 0 0 0 0 0 0 0 0 RICHARD T HOLLIS CFO (SERVED UNTIL 09/2024) 0 161111 0 47790 0 56513 0 11485 0 0 0 276899 0 0 MICHAEL SHINKONIS CFO (BEGAN SERVICE 08/2024) 0 172745 0 14011 0 327 0 9804 0 27992 0 224879 0 0 PART I, LINE 3 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. 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. PART I, LINE 4A RICHARD T. HOLLIS, FORMER CHIEF FINANCIAL OFFICER, RECEIVED A SEVERANCE PAYMENT OF $36,308 FOLLOWING HIS RETIREMENT FROM THE ORGANIZATION IN SEPTEMBER 2024. THE PAYMENT WAS MADE BY GREENPATH, INC., A RELATED ORGANIZATION AND THE SOLE MEMBER OF THE FILING ORGANIZATION. FORM 990, PART I, ITEM C DBA: CONSUMER CREDIT COUNSELING SERVICE OF BILLINGS DBA: CONSUMER CREDIT COUNSELING SERVICE OF BOZEMAN DBA: CONSUMER CREDIT COUNSELING SERVICE OF BUTTE DBA: CONSUMER CREDIT COUNSELING SERVICE OF HAVRE DBA: CONSUMER CREDIT COUNSELING SERVICE OF HELENA DBA: CONSUMER CREDIT COUNSELING SERVICE OF KALISPELL DBA: CONSUMER CREDIT COUNSELING SERVICE OF MISSOULA DBA: CONSUMER CREDIT COUNSELING SERVICE OF MONTANA DBA: CONSUMER CREDIT COUNSELING SERVICE OF MT, INC. DBA: RDI COMMUNITY SERVICES, INC. DBA: TAX HELP MONTANA 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 A, LINE 8B THE ORGANIZATION MAINTAINS NO COMMITTEES WITH DELEGATED AUTHORITY TO REPRESENT OR ACT FOR THE BOARD. 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 FORM 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 N/A 1 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 GREENPATH INNOVATION DESIGN 36500 CORPORATE DRIVE FARMINGTON HILLS MI 48331 923340798 PRODUCT DEVELOPMENT FOR UNDERSERVED POPULATIONS AND NONPROFIT ORGANIZATIONS MI 501(C)(3) LINE 10 GREENPATH INC 0 CCCS OF PUERTO RICO INC 1607 PONCE DE LEON AVE CORBIANS PLA SANTURCE PR 00909 660471799 FINANCIAL CONSULTING SERVICES PR 501(C)(3) LINE 10 GREENPATH INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0