Civic Intelligence

Montana Continuum of Care Coalition

EIN 46-4083599 • 501(c)3 • Missoula, MT

Profile

Section 1.02the purpose of the montana continuum of care coalition is to end homelessness in montana through effective leadership and collaboration. (to make homelessness in montana rare, brief and non-recurring)

2825 Stockyard Rd Unit I-1Missoula, MT 59808

montanacoc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

20th percentile

-26%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

97th percentile

$82,467

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 37.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

19th percentile

-51%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$56,856

Down $58,677 (-51%) from 2023

Liabilities

Down

$24

Down $2,160 (-99%) from 2023

Net Assets

Down

$56,832

Down $56,517 (-50%) from 2023

Revenue

Up

$217,452

Up $23,715 (+12%) from 2023

Expenses

Up

$273,969

Up $99,154 (+57%) from 2023

Net Income

Down

-$56,517

Down $75,439 (-399%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2018: $8,389Net Assets 2018: $8,3892018Assets 2019: $30,591Liabilities 2019: $13,769Net Assets 2019: $16,8222019Assets 2020: $26,309Net Assets 2020: $26,3092020Assets 2021: $37,072Net Assets 2021: $37,0722021Assets 2022: $96,792Liabilities 2022: $2,365Net Assets 2022: $94,4272022Assets 2023: $115,533Liabilities 2023: $2,184Net Assets 2023: $113,3492023Assets 2024: $56,856Liabilities 2024: $24Net Assets 2024: $56,8322024

Highlighted filing

2024

Assets$56,856
Liabilities$24
Net Assets$56,832

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2018: $143,690Expenses 2018: $148,903Net Income 2018: -$5,2132018Revenue 2019: $167,654Expenses 2019: $159,221Net Income 2019: $8,4332019Revenue 2020: $149,503Expenses 2020: $140,015Net Income 2020: $9,4882020Revenue 2021: $189,760Expenses 2021: $179,001Net Income 2021: $10,7592021Revenue 2022: $225,368Expenses 2022: $168,013Net Income 2022: $57,3552022Revenue 2023: $193,737Expenses 2023: $174,815Net Income 2023: $18,9222023Revenue 2024: $217,452Expenses 2024: $273,969Net Income 2024: -$56,5172024

Highlighted filing

2024

Revenue$217,452
Expenses$273,969
Net Income-$56,517

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.0
Gross Receipts
$217,452
Mission and Program Overview

Mission

The purpose of the montana continuum of care coalition is to end homelessness in montana through effective leadership and collaboration. (to make homelessness in montana rare, brief and non-recurring)

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$115,533$56,856▼ $58,677
Total Assets$115,533$56,856▼ $58,677
Liabilities
Accounts Payable and Accrued Expenses$2,184$24▼ $2,160
Total Liabilities$2,184$24▼ $2,160
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$113,349$56,832▼ $56,517
Total Net Assets Fund Balance$113,349$56,832▼ $56,517
Total Liabilities and Net Assets / Fund Balance$115,533$56,856▼ $58,677
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
DAVID O'LEARYExecutive DiFT$82,467$82,467

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$217,452
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$49,952
Change in Net Assets
$-56,517
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$170,491
Salaries, Compensation, and Employee Benefits$103,478
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$32,987$49,480-$82,467
Fees for Services Management$59,387--$59,387
All Other Expenses$19,933--$19,933
Other Salaries and Wages$11,981--$11,981
Other Expenses$11,732--$11,732
Payroll Taxes$3,612$5,418-$9,030
Travel$8,993--$8,993
Office Expenses$3,994--$3,994
Fees for Services Accounting-$3,918-$3,918
Conferences and Meetings$2,005--$2,005
Insurance$1,209$403-$1,612
Advertising$5--$5
Total Functional Expenses$214,750$59,219$0$273,969
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 12C

Annually and as needed board members are required to disclose any actual or appearance of any conflicts of interest.

Form 990, Page 6, Part VI, Line 15A

Annually compensation is reviewed by the board of directors and compared to other positions in similar industries.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Montana Continuum of Care Coalition
EIN
46-4083599
Phone
4065427001
Address
2825 STOCKYARD RD UNIT I-1, MISSOULA, MT 59808

Signing Officer

Name
DAVID O'LEARY
Title
Executive Director
Phone
4065427001
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
DAVID O'LEARY
Formed
2014
Legal Domicile
Mt
Voting Board Members
16
Independent Board Members
16
Employees
2

Preparer

Firm
Sally M Hensel CPA Pc
Address
2825 STOCKYARD RD STE I1, MISSOULA, MT 59808-1548
Preparer
Sally Hensel CPA
Phone
4065427001
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

A continuum of care (coc) is an organization responsible for local, regional, or, in the case of montana, statewide coordination of housing and services for individuals and families experiencing homelessness. The purpose of the montana coc is to end homelessness in montana through effective leadership and collaboration between active and engaged participants who include: non-profit homeless assistance and victim service providers, faith-based groups, city, county, and state government agencies, business, public housing agencies, school districts, mental health agencies and hospitals, universities, affordable housing developers, law enforcement, organizations serving veterans, and currently an formerly homeless individuals. The montana statewide continuum of care is make up of 12 local districts. Primary functions of the mt coc coalition include 1)coordinating implementation of a statewide housing and service system, 2) outreach, engagement, assessment and prevention strategies, 3) conducting annual analysis of needs and services available in montana, 4) particpating in the consolidated plan within the coc geographic area and 5)consulting, reporting and evaluation for the emergency solutions grant. The montana coc also administers and facilitates a collborative process for hud grant applications, establishes priorities for funding projects and measures overall performance of the system. Mt coc coalition also maintains the homeless management information system (hmis)required by the us department of housing and urban development to collect and report data on individuals and families experiencing homelessness. Primary responsiblities are the designating the hmis lead, approving hmis privacy policies, security and data quality plans, facilitating consistent participation of grant recipients and subrecipients in hmis and ensuring hmis compliance.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A CONTINUUM OF CARE (COC) IS AN ORGANIZATION RESPONSIBLE FOR LOCAL, REGIONAL, OR, IN THE CASE OF MONTANA, STATEWIDE COORDINATION OF HOUSING AND SERVICES FOR INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS. THE PURPOSE OF THE MONTANA COC IS TO END HOMELESSNESS IN MONTANA THROUGH EFFECTIVE LEADERSHIP AND COLLABORATION BETWEEN ACTIVE AND ENGAGED PARTICIPANTS WHO INCLUDE: NON-PROFIT HOMELESS ASSISTANCE AND VICTIM SERVICE PROVIDERS, FAITH-BASED GROUPS, CITY, COUNTY, AND STATE GOVERNMENT AGENCIES, BUSINESS, PUBLIC HOUSING AGENCIES, SCHOOL DISTRICTS, MENTAL HEALTH AGENCIES AND HOSPITALS, UNIVERSITIES, AFFORDABLE HOUSING DEVELOPERS, LAW ENFORCEMENT, ORGANIZATIONS SERVING VETERANS, AND CURRENTLY AN FORMERLY HOMELESS INDIVIDUALS. THE MONTANA STATEWIDE CONTINUUM OF CARE IS MAKE UP OF 12 LOCAL DISTRICTS. PRIMARY FUNCTIONS OF THE MT COC COALITION INCLUDE 1)COORDINATING IMPLEMENTATION OF A STATEWIDE HOUSING AND SERVICE SYSTEM, 2) OUTREACH, ENGAGEMENT, ASSESSMENT AND PREVENTION STRATEGIES, 3) CONDUCTING ANNUAL ANALYSIS OF NEEDS AND SERVICES AVAILABLE IN MONTANA, 4) PARTICPATING IN THE CONSOLIDATED PLAN WITHIN THE COC GEOGRAPHIC AREA AND 5)CONSULTING, REPORTING AND EVALUATION FOR THE EMERGENCY SOLUTIONS GRANT. THE MONTANA COC ALSO ADMINISTERS AND FACILITATES A COLLBORATIVE PROCESS FOR HUD GRANT APPLICATIONS, ESTABLISHES PRIORITIES FOR FUNDING PROJECTS AND MEASURES OVERALL PERFORMANCE OF THE SYSTEM. MT COC COALITION ALSO MAINTAINS THE HOMELESS MANAGEMENT INFORMATION SYSTEM (HMIS)REQUIRED BY THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT TO COLLECT AND REPORT DATA ON INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS. PRIMARY RESPONSIBLITIES ARE THE DESIGNATING THE HMIS LEAD, APPROVING HMIS PRIVACY POLICIES, SECURITY AND DATA QUALITY PLANS, FACILITATING CONSISTENT PARTICIPATION OF GRANT RECIPIENTS AND SUBRECIPIENTS IN HMIS AND ENSURING HMIS COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY AND AS NEEDED BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY ACTUAL OR APPEARANCE OF ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUALLY COMPENSATION IS REVIEWED BY THE BOARD OF DIRECTORS AND COMPARED TO OTHER POSITIONS IN SIMILAR INDUSTRIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
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