Civic Intelligence

Shermont Manor Housing Corporation

990 • Fiscal year 2017 • EIN 48-1266285

Oct 01, 2016 to Sep 30, 2017 • Filed on May 01, 2019

Organization ProfileBUTTEASSISTANCEPROGRAMS.ORG
25 West SilverButte, MT 59701

(406) 496-4975

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

87th percentile

0.75x

Higher debt load relative to assets than 87% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

96th percentile

6.77x

Higher debt load relative to revenue than 96% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

12th percentile

-24%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

55th percentile

$72,985

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 37.6% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

32nd percentile

-1.6%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-14%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$1,761,041

Down $29,044 (-1.6%) from 2016

Net Assets

Down

$447,816

Down $19,111 (-4.1%) from 2016

Liabilities

Down

$1,313,225

Down $9,933 (-0.8%) from 2016

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin12th percentile

Revenue

Down

$194,066

Down $32,549 (-14%) from 2016

Expenses

Up

$241,063

Up $1,419 (+0.6%) from 2016

Net Income

Down

-$46,997

Down $33,968 (-261%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$1,761,041
Liabilities$1,313,225
Net Assets$447,816
Open 2017 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$194,066
Expenses$241,063
Net Income-$46,997
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
May 1, 2019
Return Version
2016v3.0
Gross Receipts
$194,066
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$1,624,913$1,598,204▼ $26,709
Cash and Non-Interest-Bearing Accounts$35,806$41,739▲ $5,933
Pledges and Grants Receivable$8,553$8,039▼ $514
Accounts Receivable-$1,287-
Prepaid Expenses and Deferred Charges$383--
Total Assets$1,790,085$1,761,041▼ $29,044
Other Assets Total$120,430$111,772▼ $8,658
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,230,532$1,221,840▼ $8,692
Accounts Payable and Accrued Expenses$76,887$71,039▼ $5,848
Other Liabilities$15,739$18,354▲ $2,615
Deferred Revenue-$1,992-
Total Liabilities$1,323,158$1,313,225▼ $9,933
Net Assets / Fund Balance
Unrestricted Net Assets$466,927$447,816▼ $19,111
Total Net Assets Fund Balance$466,927$447,816▼ $19,111
Total Liabilities and Net Assets / Fund Balance$1,790,085$1,761,041▼ $29,044

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,471,758$362,954$1,834,712
Land$126,446-$126,446
Other Assets Org$11,892--
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleOtherTotal
Margie SeccombCEO$72,985$72,985
Karen HasslerFiscal Manager$14,748$14,748

Board Members and Trustees

NameTitle
Jim FayPresident
Ron GarbarinoVice President
Bob HenryDirector
Narilyn RossDirector
Barbie DurhamSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$120,990
Program Service Revenue
$71,974
Investment Income
$131
Other Revenue
$971
Change in Net Assets
$-46,997

Audited Revenue Reconciliation

Revenue per Audited Statements
$194,066
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,293,132
Total Revenue per Audited Statements
$6,487,198
Total Revenue per Form 990
$194,066
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$209,695
Salaries, Compensation, and Employee Benefits$31,368
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$50,944--$50,944
Depreciation Depletion$45,709--$45,709
Fees for Services Management$29,729--$29,729
Other Salaries and Wages$22,986--$22,986
Insurance$11,751--$11,751
Other Employee Benefits$6,640--$6,640
Payroll Taxes$1,742--$1,742
Occupancy$1,347--$1,347
Office Expenses$896--$896
Other Expenses$459--$459
All Other Expenses$430--$430
Advertising$68--$68
Total Functional Expenses$241,063$0$0$241,063

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,564,965
Expenses Not Reported on Form 990$6,323,902
Expenses per Audited Statements$241,063
Total Expenses per Form 990$241,063
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
Tenant Deposits Held in Trust$11,892
Interfund Payable$6,462
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
25 WEST SILVER, BUTTE, MT 59701

Signing Officer

Name
Margie Seccomb
Title
CEO
Phone
4065330705
Signed
2019-05-01
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
0

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 748, BUTTE, MT 59703
Preparer
James E Woy
Phone
4067820451
Supplemental Narrative

Financial Statement Notes

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 474 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt076887
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt071039
IRS990/AccountsReceivableGrp/EOYAmt01287
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO DEVELOP, MAINTAIN, AND OPERATE HOUSING FACILITIES FOR LOW-INCOME PEOPLE IN BUTTE-SILVER BOW, ANACONDA-DEER LODGE, POWELL, GRANITE, MADISON, AND BEAVERHEAD COUNTIES.
IRS990/AdvertisingGrp/ProgramServicesAmt068
IRS990/AdvertisingGrp/TotalAmt068
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0430
IRS990/AllOtherExpensesGrp/TotalAmt0430
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0DON FOLEY
IRS990/BooksInCareOfDetail/PhoneNum04065336876
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt025 WEST SILVER STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BUTTE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059701
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt035806
IRS990/CashNonInterestBearingGrp/EOYAmt041739
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0120990
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0131
IRS990/CYOtherExpensesAmt0209695
IRS990/CYOtherRevenueAmt0971
IRS990/CYProgramServiceRevenueAmt071974
IRS990/CYRevenuesLessExpensesAmt0-46997
IRS990/CYSalariesCompEmpBnftPaidAmt031368
IRS990/CYTotalExpensesAmt0241063
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0194066
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt01992
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt045709
IRS990/DepreciationDepletionGrp/TotalAmt045709
IRS990/Desc0SUBSIDIZED HOUSING COMPLEXES FOR THE LOW-INCOME ELDERLY CITIZENS OF THE COMMUNITY OF SHERIDAN AND LOW INCOMES CITIZENS OF ENNIS AND DEER LODGE, MONTANA
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt027886
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0241063
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt029729
IRS990/FeesForServicesManagementGrp/TotalAmt029729
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM FAY
IRS990/Form990PartVIISectionAGrp/PersonNm1RON GARBARINO
IRS990/Form990PartVIISectionAGrp/PersonNm2BARBIE DURHAM
IRS990/Form990PartVIISectionAGrp/PersonNm3BOB HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm4NARILYN ROSS
IRS990/Form990PartVIISectionAGrp/PersonNm5MARGIE SECCOMB
IRS990/Form990PartVIISectionAGrp/PersonNm6KAREN HASSLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt572985
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt614748
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt6FISCAL MANAGER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt0120990
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0194066
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt011751
IRS990/InsuranceGrp/TotalAmt011751
IRS990/InterestGrp/ProgramServicesAmt050944
IRS990/InterestGrp/TotalAmt050944
IRS990/InvestmentIncomeGrp/ExclusionAmt0131
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0131
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0362954
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01624913
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01598204
IRS990/LandBldgEquipCostOrOtherBssAmt01961158
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO DEVELOP, MAINTAIN, AND OPERATE HOUSING FACILITIES FOR LOW-INCOME PEOPLE IN BUTTE-SILVER BOW, ANACONDA-DEER LODGE, POWELL, GRANITE, MADISON, AND BEAVERHEAD COUNTIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01230532
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01221840
IRS990/NetAssetsOrFundBalancesBOYAmt0466927
IRS990/NetAssetsOrFundBalancesEOYAmt0447816
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt01347
IRS990/OccupancyGrp/TotalAmt01347
IRS990/OfficeExpensesGrp/ProgramServicesAmt0896
IRS990/OfficeExpensesGrp/TotalAmt0896
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0120430
IRS990/OtherAssetsTotalGrp/EOYAmt0111772
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06640
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06640
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2GRANT PAYMENT OVERAGES
IRS990/OtherExpensesGrp/Desc3TRAINING
IRS990/OtherExpensesGrp/ProgramServicesAmt037884
IRS990/OtherExpensesGrp/ProgramServicesAmt129445
IRS990/OtherExpensesGrp/ProgramServicesAmt21033
IRS990/OtherExpensesGrp/ProgramServicesAmt3459
IRS990/OtherExpensesGrp/TotalAmt037884
IRS990/OtherExpensesGrp/TotalAmt129445
IRS990/OtherExpensesGrp/TotalAmt21033
IRS990/OtherExpensesGrp/TotalAmt3459
IRS990/OtherLiabilitiesGrp/BOYAmt015739
IRS990/OtherLiabilitiesGrp/EOYAmt018354
IRS990/OtherRevenueMiscGrp/BusinessCd0532000
IRS990/OtherRevenueMiscGrp/Desc0MISC. REVENUE-RELATED
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0971
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0971
IRS990/OtherRevenueTotalAmt0971
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt022986
IRS990/OtherSalariesAndWagesGrp/TotalAmt022986
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt01742
IRS990/PayrollTaxesGrp/TotalAmt01742
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08553
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt08039
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0383
IRS990/PrincipalOfficerNm0MARGIE SECCOMB
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/BusinessCd1532000
IRS990/ProgramServiceRevenueGrp/Desc0TENANT RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1LAUNDRY/VENDING REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt070579
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11395
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt070579
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11395
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0153797
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0109
IRS990/PYOtherExpensesAmt0206262
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt072709
IRS990/PYRevenuesLessExpensesAmt0-13029
IRS990/PYSalariesCompEmpBnftPaidAmt033382
IRS990/PYTotalExpensesAmt0239644
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0226615
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-46997
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt072945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0120990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0153797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0146631
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0135972
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0120041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0677431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0131
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0109
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt086
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt088
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0460
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0874
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0145654
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99870
IRS990ScheduleA/PublicSupportPY170Pct00.99760
IRS990ScheduleA/PublicSupportTotal170Amt0677431
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0120990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0153797
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0146631
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0135972
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0120041
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0677431
IRS990ScheduleA/TotalSupportAmt0678305
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01471758
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0362954
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01834712
IRS990ScheduleD/ExpensesNotReportedAmt06323902
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0241063
IRS990ScheduleD/LandGrp/BookValueAmt0126446
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0126446
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt099880
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt111892
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1TENANT DEPOSIT
IRS990ScheduleD/OtherExpensesIncludedAmt06323902
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011892
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16462
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTERFUND PAYABLE
IRS990ScheduleD/OtherRevenueAmt06293132
IRS990ScheduleD/RevenueNotReportedAmt06293132
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0194066
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RELATED PARTY INCOME ON CONSOLIDATED STATEMENTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RELATED PARTY EXPENSES ON CONSOLIDATED STATEMENTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE 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 XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI LINE 2D; PART XII LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01598204
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0111772
IRS990ScheduleD/TotalExpensesPerForm990Amt0241063
IRS990ScheduleD/TotalLiabilityAmt018354
IRS990ScheduleD/TotalRevenuePerForm990Amt0194066
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06487198
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06564965
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/EntityTypeTxt0S
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 10
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
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt024885
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt138733
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ACTION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ACTION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01790085
IRS990/TotalAssetsEOYAmt01761041
IRS990/TotalAssetsGrp/BOYAmt01790085
IRS990/TotalAssetsGrp/EOYAmt01761041
IRS990/TotalCompGreaterThan150KInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,761,041
Liabilities
$1,313,225
Net assets
$447,816
Revenue
$194,066
Expenses
$241,063
Net income
-$46,997
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