Civic Intelligence

Shermont Manor

EIN 48-1266285 • 501(c)3 • Sheridan, MT

Profile

To develop, maintain, and operate housing facilities for low-income people in butte-silver bow, anaconda-deer lodge, powell, granite, madison, and beaverhead counties.

220 Rudy RdSheridan, MT 59749

butteassistanceprograms.org

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.90x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

97th percentile

5.92x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

34th percentile

-2.1%

Higher net margin than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

33rd percentile

-1.4%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

49th percentile

6.6%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$1,580,558

Up $59,659 (+3.9%) from 2023

Liabilities

Up

$1,418,849

Up $64,766 (+4.8%) from 2023

Net Assets

Down

$161,709

Down $5,107 (-3.1%) from 2023

Operations
Liabilities / Revenue97th percentileNet Margin34th percentile

Revenue

Up

$239,735

Up $24,982 (+12%) from 2023

Expenses

Down

$244,844

Down $62,676 (-20%) from 2023

Net Income

Up

-$5,109

Up $87,658 (+94%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,560,417Liabilities 2011: $1,327,572Net Assets 2011: $232,8452011Assets 2012: $1,554,697Liabilities 2012: $1,302,494Net Assets 2012: $252,2032012Assets 2013: $1,793,941Liabilities 2013: $1,302,326Net Assets 2013: $491,6152013Assets 2014: $1,794,155Liabilities 2014: $1,307,158Net Assets 2014: $486,9972014Assets 2015: $1,781,149Liabilities 2015: $1,301,193Net Assets 2015: $479,9562015Assets 2016: $1,790,085Liabilities 2016: $1,323,158Net Assets 2016: $466,9272016Assets 2017: $1,761,041Liabilities 2017: $1,313,225Net Assets 2017: $447,8162017Assets 2018: $1,740,879Liabilities 2018: $1,323,057Net Assets 2018: $417,8222018Assets 2019: $1,676,883Liabilities 2019: $1,302,813Net Assets 2019: $374,0702019Assets 2020: $1,679,948Liabilities 2020: $1,359,903Net Assets 2020: $320,0452020Assets 2021: $1,650,574Liabilities 2021: $1,349,518Net Assets 2021: $301,0562021Assets 2022: $1,625,898Liabilities 2022: $1,366,315Net Assets 2022: $259,5832022Assets 2023: $1,520,899Liabilities 2023: $1,354,083Net Assets 2023: $166,8162023Assets 2024: $1,580,558Liabilities 2024: $1,418,849Net Assets 2024: $161,7092024

Highlighted filing

2024

Assets$1,580,558
Liabilities$1,418,849
Net Assets$161,709
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $229,888Expenses 2011: $264,059Net Income 2011: -$34,1712011Expenses 2012: $205,8312012Revenue 2013: $181,220Expenses 2013: $464,813Net Income 2013: -$283,5932013Revenue 2014: $199,397Expenses 2014: $204,015Net Income 2014: -$4,6182014Revenue 2015: $220,847Expenses 2015: $235,233Net Income 2015: -$14,3862015Revenue 2016: $226,615Expenses 2016: $239,644Net Income 2016: -$13,0292016Revenue 2017: $194,066Expenses 2017: $241,063Net Income 2017: -$46,9972017Revenue 2018: $190,400Expenses 2018: $248,283Net Income 2018: -$57,8832018Revenue 2019: $200,238Expenses 2019: $243,990Net Income 2019: -$43,7522019Revenue 2020: $194,456Expenses 2020: $248,481Net Income 2020: -$54,0252020Revenue 2021: $206,924Expenses 2021: $225,913Net Income 2021: -$18,9892021Revenue 2022: $211,059Expenses 2022: $252,541Net Income 2022: -$41,4822022Revenue 2023: $214,753Expenses 2023: $307,520Net Income 2023: -$92,7672023Revenue 2024: $239,735Expenses 2024: $244,844Net Income 2024: -$5,1092024

Highlighted filing

2024

Revenue$239,735
Expenses$244,844
Net Income-$5,109
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,580,558
Liabilities
$1,418,849
Net assets
$161,709
Revenue
$239,735
Expenses
$244,844
Net income
-$5,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$1.42$0.16$0.24$0.24$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.52$1.35$0.17$0.21$0.31$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$1.37$0.26$0.21$0.25$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.65$1.35$0.30$0.21$0.23$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.68$1.36$0.32$0.19$0.25$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.68$1.30$0.37$0.20$0.24$0.04
2018Summary only. Only limited summary data is available for this year.$1.74$1.32$0.42$0.19$0.25$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.76$1.31$0.45$0.19$0.24$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.79$1.32$0.47$0.23$0.24$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.78$1.30$0.48$0.22$0.24$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.79$1.31$0.49$0.20$0.20$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$1.30$0.49$0.18$0.46$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$1.30$0.25$0.21
2011Summary only. Only limited summary data is available for this year.$1.56$1.33$0.23$0.23$0.26$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 7, 2025
Return Version
2023v6.0
Gross Receipts
$239,735
Mission and Program Overview

Mission

To develop, maintain, and operate housing facilities for low-income people in butte-silver bow, anaconda-deer lodge, powell, granite, madison, and beaverhead counties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,390,833$1,397,596▲ $6,763
Cash and Non-Interest-Bearing Accounts$24,610$94,472▲ $69,862
Pledges and Grants Receivable$7,262$9,070▲ $1,808
Prepaid Expenses and Deferred Charges$1,676$1,770▲ $94
Accounts Receivable$712$231▼ $481
Total Assets$1,520,899$1,580,558▲ $59,659
Other Assets Total$95,806$77,419▼ $18,387
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,158,427$1,145,684▼ $12,743
Accounts Payable and Accrued Expenses$119,253$144,407▲ $25,154
Other Liabilities$75,634$127,733▲ $52,099
Deferred Revenue$769$1,025▲ $256
Total Liabilities$1,354,083$1,418,849▲ $64,766
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$166,816$161,709▼ $5,107
Total Net Assets Fund Balance$166,816$161,709▼ $5,107
Total Liabilities and Net Assets / Fund Balance$1,520,899$1,580,558▲ $59,659

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,271,150$711,336$1,982,486
Land$126,446-$126,446
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Margie SeccombCEO$118,517$118,517
Don FoleyCFO$100,575$100,575
Kristen ChambersCOO$94,523$94,523

Board Members and Trustees

NameTitle
Jim FayPresident
Marilyn RossVice President
Charity FechterBoard Member
Dodie RennfieldBoard Member
Bob HenrySecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$142,145
Program Service Revenue
$94,454
Investment Income
$375
Other Revenue
$2,761
Change in Net Assets
$-5,109

Audited Revenue Reconciliation

Revenue per Audited Statements
$239,735
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$7,813,832
Total Revenue per Audited Statements
$8,053,567
Total Revenue per Form 990
$239,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$223,804
Salaries, Compensation, and Employee Benefits$21,040
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$53,503--$53,503
Fees for Services Management$35,040--$35,040
Insurance$20,355--$20,355
Interest$15,854--$15,854
Other Salaries and Wages$14,966--$14,966
Occupancy$6,507--$6,507
Other Employee Benefits$4,980--$4,980
Fees for Services Accounting$3,450--$3,450
Office Expenses$1,270--$1,270
Payroll Taxes$1,094--$1,094
Fees for Services Legal$172--$172
Other Expenses$110--$110
Total Functional Expenses$244,844$0$0$244,844

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,451,940
Expenses Not Reported on Form 990$8,207,096
Expenses per Audited Statements$244,844
Total Expenses per Form 990$244,844
Expenses Not Reported on Financial Statements$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Related Party Payable$113,486
Tenant Deposits Held in Trust$14,247
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is presented to the board for review. Once it has been reviewed and approved by the board, the ceo then signs the return for filing.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest statements and questionnaires are completed annually.”

Form 990, Part VI, Section B, Line 15A

“The hr manager provides market rate compensation through wage studies to the board of directors. The ceo has an annual review of performance and compensation by action, inc. Board.”

Form 990, Part VI, Section C, Line 19

“Entity information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Shermont Manor
EIN
48-1266285
Phone
4064964975
Address
220 RUDY RD, SHERIDAN, MT 59749

Signing Officer

Name
Margie Seccomb
Title
CEO
Phone
4065330705
Signed
2025-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margie Seccomb
Formed
2002
Legal Domicile
Mt
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Pinion LLC
Address
129 WEST PARK SUITE 300, BUTTE, MT 59701
Preparer
Annette Hill
Phone
4067820451
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The following nonprofit corporations are tax exempt under internal revenue code section 501(c)(3) and are formed exclusively for educational and charitable purposes: - action inc. Coordinates and delivers community services to the youth, low income, and elderly persons in district xii. District xii includes beaverhead, deer lodge, granite, madison, powell, and silver bow counties in montana. - continental gardens provides a 60 unit senior housing complex for low income people in the butte, montana community who need additional assistance to allow independent living. - shermont manor develops, maintains, and operates subsidized housing complexes for the low income elderly citizens of the community of sheridan and low ncome citizens of ennis and deer lodge, montana. - hesi is a for profit corporation subject to income taxes. Income tax expense was immaterial as of september 30, 2024 and no liability was accrued.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Related party income on consolidated statements”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Related party expenses on consolidated statements”

PART XI LINE 2D; PART XII LINE 2D

“The audited financial statements are consolidated financial statements. The audit is for action, inc., and includes in the financial statements action, inc., continental gardens housing corp., and shermont manor. The adjustments to parts xi and xii are necessary to remove the combined activity and report only shermont manor activity.”

Raw XML AppendixShowing 400 of 482 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0166816
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0161709
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt06507
IRS990/OccupancyGrp/TotalAmt06507
IRS990/OfficeExpensesGrp/ProgramServicesAmt01270
IRS990/OfficeExpensesGrp/TotalAmt01270
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt095806
IRS990/OtherAssetsTotalGrp/EOYAmt077419
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04980
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04980
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3GRANT PAYMENT OVERAGES
IRS990/OtherExpensesGrp/ProgramServicesAmt044802
IRS990/OtherExpensesGrp/ProgramServicesAmt136113
IRS990/OtherExpensesGrp/ProgramServicesAmt26628
IRS990/OtherExpensesGrp/ProgramServicesAmt3110
IRS990/OtherExpensesGrp/TotalAmt044802
IRS990/OtherExpensesGrp/TotalAmt136113
IRS990/OtherExpensesGrp/TotalAmt26628
IRS990/OtherExpensesGrp/TotalAmt3110
IRS990/OtherLiabilitiesGrp/BOYAmt075634
IRS990/OtherLiabilitiesGrp/EOYAmt0127733
IRS990/OtherRevenueMiscGrp/BusinessCd0532000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02761
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02761
IRS990/OtherRevenueTotalAmt02761
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt014966
IRS990/OtherSalariesAndWagesGrp/TotalAmt014966
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt01094
IRS990/PayrollTaxesGrp/TotalAmt01094
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt07262
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt09070
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01676
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01770
IRS990/PrincipalOfficerNm0MARGIE SECCOMB
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/BusinessCd1532000
IRS990/ProgramServiceRevenueGrp/Desc0TENANT RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1LAUNDRY/VENDING REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt093294
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11160
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt093294
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11160
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0123906
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0307
IRS990/PYOtherExpensesAmt0273820
IRS990/PYOtherRevenueAmt0325
IRS990/PYProgramServiceRevenueAmt090215
IRS990/PYRevenuesLessExpensesAmt0-92767
IRS990/PYSalariesCompEmpBnftPaidAmt033700
IRS990/PYTotalExpensesAmt0307520
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0214753
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-5109
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt097215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0142145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0123906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0123833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0123328
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0114607
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0627819
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0375
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0307
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0101
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt086
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0103
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0972
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0438138
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99850
IRS990ScheduleA/PublicSupportPY170Pct00.99880
IRS990ScheduleA/PublicSupportTotal170Amt0627819
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0142145
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0123906
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0123833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0123328
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0114607
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0627819
IRS990ScheduleA/TotalSupportAmt0628791
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01271150
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0711336
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01982486
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt027888
IRS990ScheduleD/DonatedServicesUseFcltsAmt027888
IRS990ScheduleD/ExpensesNotReportedAmt08207096
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0244844
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0126446
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0126446
IRS990ScheduleD/OtherExpensesIncludedAmt08179208
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014247
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1113486
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RELATED PARTY PAYABLE
IRS990ScheduleD/OtherRevenueAmt07785944
IRS990ScheduleD/RevenueNotReportedAmt07813832
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0239735
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOLLOWING NONPROFIT CORPORATIONS ARE TAX EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND ARE FORMED EXCLUSIVELY FOR EDUCATIONAL AND CHARITABLE PURPOSES: - ACTION INC. COORDINATES AND DELIVERS COMMUNITY SERVICES TO THE YOUTH, LOW INCOME, AND ELDERLY PERSONS IN DISTRICT XII. DISTRICT XII INCLUDES BEAVERHEAD, DEER LODGE, GRANITE, MADISON, POWELL, AND SILVER BOW COUNTIES IN MONTANA. - CONTINENTAL GARDENS PROVIDES A 60 UNIT SENIOR HOUSING COMPLEX FOR LOW INCOME PEOPLE IN THE BUTTE, MONTANA COMMUNITY WHO NEED ADDITIONAL ASSISTANCE TO ALLOW INDEPENDENT LIVING. - SHERMONT MANOR DEVELOPS, MAINTAINS, AND OPERATES SUBSIDIZED HOUSING COMPLEXES FOR THE LOW INCOME ELDERLY CITIZENS OF THE COMMUNITY OF SHERIDAN AND LOW NCOME CITIZENS OF ENNIS AND DEER LODGE, MONTANA. - HESI IS A FOR PROFIT CORPORATION SUBJECT TO INCOME TAXES. INCOME TAX EXPENSE WAS IMMATERIAL AS OF SEPTEMBER 30, 2024 AND NO LIABILITY WAS ACCRUED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RELATED PARTY INCOME ON CONSOLIDATED STATEMENTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RELATED PARTY EXPENSES ON CONSOLIDATED STATEMENTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3THE AUDITED FINANCIAL STATEMENTS ARE CONSOLIDATED FINANCIAL STATEMENTS. THE AUDIT IS FOR ACTION, INC., AND INCLUDES IN THE FINANCIAL STATEMENTS ACTION, INC., CONTINENTAL GARDENS HOUSING CORP., AND SHERMONT MANOR. THE ADJUSTMENTS TO PARTS XI AND XII ARE NECESSARY TO REMOVE THE COMBINED ACTIVITY AND REPORT ONLY SHERMONT MANOR ACTIVITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XI LINE 2D; PART XII LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01397596
IRS990ScheduleD/TotalExpensesPerForm990Amt0244844
IRS990ScheduleD/TotalLiabilityAmt0127733
IRS990ScheduleD/TotalRevenuePerForm990Amt0239735
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08053567
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08451940
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PRESENTED TO THE BOARD FOR REVIEW. ONCE IT HAS BEEN REVIEWED AND APPROVED BY THE BOARD, THE CEO THEN SIGNS THE RETURN FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST STATEMENTS AND QUESTIONNAIRES ARE COMPLETED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE HR MANAGER PROVIDES MARKET RATE COMPENSATION THROUGH WAGE STUDIES TO THE BOARD OF DIRECTORS. THE CEO HAS AN ANNUAL REVIEW OF PERFORMANCE AND COMPENSATION BY ACTION, INC. BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ENTITY INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0ACTION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0464772652
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0LOW-INCOME WEATHERIZATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0HOME ENERGY SOLUTIONS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt025 WEST SILVER STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BUTTE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd059701
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0ACTION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1ACTION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ACTION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CONTINENTAL GARDENS HOUSING CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0810295613
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1810505022
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDING SOLUTIONS TO ENDING POVERTY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt025 WEST SILVER STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 3486
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BUTTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BUTTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd059701
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd159701
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00

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