2026-03-26T13:38:42-05:00 2025-09-30 393647910 WIPFLI ADVISORY LLC 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2024-10-01 810543240 MONTANA HOMEOWNERSHIP NETWORK INC MONT 4066044500 17 5TH STREET SOUTH GREAT FALLS MT 59401 KAIA PETERSON EXECUTIVE DIRECTOR 4066044500 2026-03-26 1 1 QUINN DUGAN P02267768 6082741980 2026-03-26 2024 2025-03-06 01:10:19Z NEIGHBORWORKS MONTANA KAIA PETERSON 17 5TH STREET SOUTH GREAT FALLS MT 59401 13304446 0 X WWW.NWMT.ORG X 2001 MT TOGETHER WE STRENGTHEN OUR COMMUNITIES BY PROVIDING EDUCATION AND FINANCING THAT GIVES EVERY MONTANAN THE OPPORTUNITY TO LIVE IN A HOME WHERE THEY CAN THRIVE. 17 17 24 18 0 0 4686232 10930481 1965728 1781768 109130 347570 0 0 6761090 13059819 1311812 1535275 0 0 1428544 1773318 0 67917 257826 1385807 1266697 4126163 4643207 2634927 8416612 49798954 90049103 17204259 49037796 32594695 41011307 CREATE SUSTAINABLE HOMEOWNERSHIP OPPORTUNITIES AND IMPROVE THE AVAILABILITY OF AFFORDABLE RENTALS. 0 0 4009595 1535275 1781768 IN FISCAL YEAR 2025, NEIGHBORWORKS MONTANA PRESERVED THE AFFORDABILITY OF 370 HOMES, CREATED 72 HOMEOWNERS THROUGH EDUCATION AND DOWN PAYMENT ASSISTANCE AND GRADUATED 1,236 MONTANANS FROM HOMEBUYERS' EDUCATION. 4009595 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 33 0 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X DAMONA WILLIAMS 4066044500 17 5TH STREET SOUTH GREAT FALLS MT 59401 JANE PAVEK PRESIDENT 2.00 X X 0 0 0 TORI MATEJOVSKY VICE PRESIDENT 2.00 X X 0 0 0 TOM JACOBSON TREASURER 2.00 X X 0 0 0 SARA SAVAGE SECRETARY 2.00 X X 0 0 0 BRUCE BRENSDAL DIRECTOR 2.00 X 0 0 0 CHERYL COHEN DIRECTOR (THRU 11/24) 2.00 X 0 0 0 SARA FITZGERALD DIRECTOR 2.00 X 0 0 0 JEFF GATICA DIRECTOR 2.00 X 0 0 0 JIM MORTON DIRECTOR 2.00 X 0 0 0 GEORGE NIKOLAKAKOS DIRECTOR 2.00 X 0 0 0 HEATHER O'LOUGHLIN DIRECTOR 2.00 X 0 0 0 MICHAEL O'NEIL DIRECTOR 2.00 X 0 0 0 MIKE SMITH DIRECTOR 2.00 X 0 0 0 PEGGY TRENK DIRECTOR 2.00 X 0 0 0 KARISSA TRUJILLO DIRECTOR 2.00 X 0 0 0 IAN ULLMAN DIRECTOR 2.00 X 0 0 0 MARIA VALANDRA DIRECTOR 2.00 X 0 0 0 HANNA WARHANK DIRECTOR 2.00 X 0 0 0 DAMONA WILLIAMS CHIEF FINANCIAL OFFICER 40.00 X 93914 0 8633 KAIA PETERSON EXECUTIVE DIRECTOR 40.00 X 133050 0 9022 226964 0 17655 1 0 0 0 0 4978200 5952281 5083658 10930481 INTEREST ON LOANS 531390 996514 996514 CONTRACT REVENUE 531390 436125 436125 CONFERENCE REVENUE 531390 171309 171309 LOAN FEES 531390 150631 150631 27189 27189 1781768 342080 342080 250117 244627 5490 5490 5490 13059819 1781768 0 347570 1535275 1535275 244619 180936 42374 21309 1123359 830907 194595 97857 40333 29833 6987 3513 259052 191612 44874 22566 105955 78371 18354 9230 8450 8089 361 26000 24400 1600 67917 67917 116449 114125 1724 600 29421 21656 945 6820 42028 33609 4995 3424 96888 85005 7426 4457 41933 25902 10367 5664 57249 47306 6614 3329 108788 102884 5739 165 355532 355532 11070 2791 3977 4302 21097 12250 8023 824 BAD DEBT EXPENSE 206752 206752 TRAINING 63787 57354 5836 597 DUES & SUBSCRIPTIONS 51879 37874 8787 5218 LOAN PROCESSING 25268 25268 4106 1864 2208 34 4643207 4009595 375786 257826 6272625 42330594 280711 281865 273268 0 259660 297751 42037819 46777376 124837 68240 20617 27101 253127 166607 99644 86520 429773 179656 49798954 90049103 653387 442150 477876 28612651 12856207 17206207 3216789 2776788 17204259 49037796 X 13765249 20096992 18829446 20914315 32594695 41011307 49798954 90049103 8416612 0 X 0 1 X 1 1 1 X 2233141 12106897 5946726 4686232 10930481 35903477 2233141 12106897 5946726 4686232 10930481 35903477 35903477 6956 12514 144153 163914 342080 669617 36573094 8905854 0.98170 0.98730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2929 106 3035 2903 26 2929 2900 3 2903 2896 4 2900 2879 17 2896 0.00000 1.00000 0.00000 0 0 163853 84257 79596 89274 82350 6924 86520 MORTGAGE ESCROW AND TRUST ACCOUNTS 2776788 2776788 X 13059819 0 13059819 0 13059819 4643207 0 4643207 0 4643207 PART V, LINE 4: TO PRESERVE FUNDS FOR FUTURE OPERATIONS. PART X, LINE 2: NWMT IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. NWMT IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. NWMT HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 1 BANNACK GROUP LLC PO BOX 1823 BOZEMAN MT 597711823 SEE SUPPLEMENTAL SECTION 0 0 67917 -67917 67917 -67917 MT SCHEDULE G, PART I, LINE 2A COACHING, CONSULTATION, FACILITATION AND COORDINATION IN CAMPAIGN IMPLEMENTATION AND MANAGEMENT FOR GALLATIN PROJECT. 1 NEIGHBORHOOD HOUSING SERVICES INC OF GREAT FALLS 509 1ST AVE S GREAT FALLS MT 59104 810389825 501 (C)(3) 321960 0 GENERAL HOUSING COUNSELING RURAL DYNAMICS INC 410 CENTRAL AVE SUITE 401 GREAT FALLS MT 59401 810303443 501 (C)(3) 321199 0 GENERAL HOUSING COUNSELING HOMEWORD INC 1535 LIBERTY LANE SUITE 116A MISSOULA MT 59808 810522626 501 (C)(3) 257899 0 GENERAL HOUSING COUNSELING HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX 32 SOUTH TRACEY BOZEMAN MT 59715 810350886 501 (C)(3) 160047 0 GENERAL HOUSING COUNSELING DISTRICT 7 HUMAN RESOURCES DEVELOPMENT PO BOX 2016 BILLINGS MT 59103 810300207 501 (C)(3) 121378 0 GENERAL HOUSING COUNSELING ROCKY MOUNTAIN DEVELOPMENT CORP PO BOX 1717 HELENA MT 59624 810296458 501 (C)(3) 111854 0 GENERAL HOUSING COUNSELING DISTRICT XI HUMAN RESOURCE COUNCIL 1801 S HIGGINS AVE MISSOULA MT 59801 810332017 501 (C)(3) 69600 0 GENERAL HOUSING COUNSELING COMMUNITY ACTION PARTNERSHIP OF MT 1820 US HIGHWAY 93 S KALISPELL MT 59901 810366018 501 (C)(3) 67583 0 GENERAL HOUSING COUNSELING DISTRICT 6 HUMAN RESOURCE DEVELOPMENT 300 1ST AVE N LEWISTOWN MT 59457 800382167 501 (C)(3) 52640 0 GENERAL HOUSING COUNSELING HEADWATERS RG&D AREA INC 65 E BROADWAY BUTTE MT 59701 237380551 501 (C)(3) 51115 0 GENERAL HOUSING COUNSELING 10 0 PART I, LINE 2: THE ORGANIZATION FOLLOWS THE REQUIREMENTS OF THE UNIFORM GUIDANCE POST-FEDERAL AWARD REQUIREMENTS FOR SUBRECIPIENT MONITORING (2 CFR 200.331-333) OF ITS GRANT FUNDS. TORI MATEJOVSKY BOARD MEMBER BOARD MEMBER IS AN EMPLOYEE WITH ANOTHER NON-PROFIT AGENCY THAT RECIEVES FUNDING FROM THE ORGANIZATION 0 BRUCE BRENSDAL BOARD MEMBER BOARD MEMBER IS AN EMPLOYEE WITH A STATE AGENCY THAT THE ORGANIZATION RECEIVES FUNDS FROM 0 MIKE SMITH BOARD MEMBER BOARD MEMBER IS AN OFFICER AT A BANK WITH WHICH THE ORGANIZATION PARTNERS ON LENDING ACTIVITIES AND RECIEVES GRANTS 0 JEFF GATICA BOARD MEMBER BOARD MEMBER IS AN OFFICER AT A BANK WITH WHICH THE ORGANIZATION PARTNERS ON LENDING ACTIVITIES AND RECIEVES GRANTS 0 SARA SAVGE BOARD MEMBER BOARD MEMBER IS AN EMPLOYEE WITH ANOTHER NON-PROFIT AGENCY THAT RECEIVED COUNSELING FEES AND DEVELOPMENT LOANS FROM THE ORGANIZATION 0 MARIA VALANDRA BOARD MEMBER BOARD MEMBER IS AN OFFICER AT A BANK WITH WHICH THE ORGANIZATION PARTNERS ON LENDING ACTIVITIES AND RECIEVES GRANTS 0 KARISSA TRUJILLO BOARD MEMBER BOARD MEMBER IS AN EMPLOYEE WITH ANOTHER NON-PROFIT AGENCY THAT RECEIVED COUNSELING FEES AND DEVELOPMENT LOANS FROM THE ORGANIZATION 0 JIM MORTON BOARD MEMBER BOARD MEMBER IS AN EMPLOYEE WITH ANOTHER NON-PROFIT AGENCY THAT RECEIVED COUNSELING FEES FROM THE ORGANIZATION 0 X 11 5083658 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REFLECTS SEPARATE STOCK GIFT TRANSACTIONS, NOT INDIVIDUAL SHARES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PRESENTED TO THE BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL DIRECTORS, OFFICERS, AND EMPLOYEES. INDIVIDUALS ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS TO MANAGEMENT OR, IN THE CASE OF DIRECTORS AND OFFICERS, TO THE BOARD OF DIRECTORS. THE ORGANIZATION DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS. CONFLICTS INVOLVING DIRECTORS OR OFFICERS ARE REVIEWED BY THE BOARD. ANY DIRECTOR OR OFFICER WITH A DISCLOSED CONFLICT IS PROHIBITED FROM VOTING ON THE MATTER AND MAY BE REQUIRED TO LEAVE THE MEETING DURING DISCUSSION AND DECISION OF THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS USED NEIGHBORWORKS AMERICA DATA TO ESTABLISH THE SALARY RANGE FOR THE EXECUTIVE DIRECTOR WHICH IS REVIEWED ANNUALLY. ALL POSITIONS SALARY RANGES ARE BASED ON A COMPREHENSIVE SALARY SURVEY CONDUCTED BY ASSOCIATED EMPLOYERS, INC. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE. FORM 990, SCHEDULE B, PART I THE ORGANIZATION MADE REASONABLE EFFORTS TO OBTAIN DONOR ADDRESSES. ONE CONTRIBUTOR'S ADDRESS WAS UNAVAILABLE AT THE TIME OF FILING.