Civic Intelligence

Shermont Manor Housing Corporation

990 • Fiscal year 2022 • EIN 48-1266285

Oct 01, 2021 to Sep 30, 2022 • Filed on Jun 01, 2023

Organization ProfileBUTTEASSISTANCEPROGRAMS.ORG
220 Rudy RdSheridan, MT 59749

(406) 496-4975

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.84x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

97th percentile

6.47x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$108,346

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 51.3% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

41st percentile

-1.5%

Faster asset growth than 41% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

44th percentile

2.0%

Faster revenue growth than 44% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$1,625,898

Down $24,676 (-1.5%) from 2021

Net Assets

Down

$259,583

Down $41,473 (-14%) from 2021

Liabilities

Up

$1,366,315

Up $16,797 (+1.2%) from 2021

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin15th percentile

Revenue

Up

$211,059

Up $4,135 (+2.0%) from 2021

Expenses

Up

$252,541

Up $26,628 (+12%) from 2021

Net Income

Down

-$41,482

Down $22,493 (-118%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2022

Assets$1,625,898
Liabilities$1,366,315
Net Assets$259,583
Open 2022 Filing

Operations Trend

Revenue Growth44th 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

2022

Revenue$211,059
Expenses$252,541
Net Income-$41,482
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jun 1, 2023
Return Version
2021v4.2
Gross Receipts
$211,059
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$1,468,872$1,424,952▼ $43,920
Cash and Non-Interest-Bearing Accounts$43,345$32,151▼ $11,194
Accounts Receivable$493$30,157▲ $29,664
Pledges and Grants Receivable$8,042$7,914▼ $128
Prepaid Expenses and Deferred Charges$667$667→ $0
Total Assets$1,650,574$1,625,898▼ $24,676
Other Assets Total$129,155$130,057▲ $902
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,181,912$1,170,490▼ $11,422
Accounts Payable and Accrued Expenses$92,571$98,011▲ $5,440
Other Liabilities$74,145$96,476▲ $22,331
Deferred Revenue$890$1,338▲ $448
Total Liabilities$1,349,518$1,366,315▲ $16,797
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$301,056$259,583▼ $41,473
Total Net Assets Fund Balance$301,056$259,583▼ $41,473
Total Liabilities and Net Assets / Fund Balance$1,650,574$1,625,898▼ $24,676

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,298,506$606,004$1,904,510
Land$126,446-$126,446
Other Assets Org$14,237--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleOtherTotal
Margie SeccombCEO$108,346$108,346
Don FoleyCFO$86,933$86,933
Connie Ternes-danielsCOO$82,729$82,729

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
$123,833
Program Service Revenue
$86,202
Investment Income
$101
Other Revenue
$923
Change in Net Assets
$-41,482

Audited Revenue Reconciliation

Revenue per Audited Statements
$211,059
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$8,043,000
Total Revenue per Audited Statements
$8,254,059
Total Revenue per Form 990
$211,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$227,145
Salaries, Compensation, and Employee Benefits$25,396
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$50,759--$50,759
Fees for Services Management$30,672--$30,672
Other Salaries and Wages$18,531--$18,531
Interest$18,222--$18,222
Insurance$15,321--$15,321
Other Employee Benefits$5,512--$5,512
Occupancy$3,975--$3,975
Office Expenses$3,969--$3,969
Fees for Services Accounting$3,375--$3,375
Payroll Taxes$1,353--$1,353
Advertising$527--$527
Other Expenses$60--$60
Total Functional Expenses$252,541$0$0$252,541

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,335,017
Expenses Not Reported on Form 990$8,082,476
Expenses per Audited Statements$252,541
Total Expenses per Form 990$252,541
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$82,239
Tenant Deposits Held in Trust$14,237
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
2023-06-01
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
5

Preparer

Firm
Kcoe Isom Llp
Address
129 WEST PARK SUITE 300, BUTTE, MT 59701
Preparer
Annette Hill
Phone
4067820451
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change in the process from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Tax exempt status action, inc., continental gardens, and shermont manor are exempt from income taxes under 501(c)(3) of the internal revenue code and have been determined to be organizations which are not private organizations. Hesi is a for profit corporation subject to income taxes. Income tax expense was immaterial as of september 30, 2022 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 491 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/BOYAmt092571
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt098011
IRS990/AccountsReceivableGrp/BOYAmt0493
IRS990/AccountsReceivableGrp/EOYAmt030157
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/ProgramServicesAmt0527
IRS990/AdvertisingGrp/TotalAmt0527
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt043345
IRS990/CashNonInterestBearingGrp/EOYAmt032151
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0123833
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0101
IRS990/CYOtherExpensesAmt0227145
IRS990/CYOtherRevenueAmt0923
IRS990/CYProgramServiceRevenueAmt086202
IRS990/CYRevenuesLessExpensesAmt0-41482
IRS990/CYSalariesCompEmpBnftPaidAmt025396
IRS990/CYTotalExpensesAmt0252541
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0211059
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0890
IRS990/DeferredRevenueGrp/EOYAmt01338
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt050759
IRS990/DepreciationDepletionGrp/TotalAmt050759
IRS990/Desc0SUBSIDIZED HOUSING COMPLEXES FOR THE LOW-INCOME ELDERLY CITIZENS OF THE COMMUNITY OF SHERIDAN AND LOW INCOME CITIZENS OF ENNIS AND DEER LODGE, MONTANA
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0252541
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03375
IRS990/FeesForServicesAccountingGrp/TotalAmt03375
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt030672
IRS990/FeesForServicesManagementGrp/TotalAmt030672
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
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/AverageHoursPerWeekRt71.00
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/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt516533
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt67722
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt714430
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM FAY
IRS990/Form990PartVIISectionAGrp/PersonNm1BOB HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm2MARILYN ROSS
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARITY FECHTER
IRS990/Form990PartVIISectionAGrp/PersonNm4DODIE RENNFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm5MARGIE SECCOMB
IRS990/Form990PartVIISectionAGrp/PersonNm6DON FOLEY
IRS990/Form990PartVIISectionAGrp/PersonNm7CONNIE TERNES-DANIELS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt591813
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt679211
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt768299
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt6CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt7COO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt0123833
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0211059
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt015321
IRS990/InsuranceGrp/TotalAmt015321
IRS990/InterestGrp/ProgramServicesAmt018222
IRS990/InterestGrp/TotalAmt018222
IRS990/InvestmentIncomeGrp/ExclusionAmt0101
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0101
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0606004
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01468872
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01424952
IRS990/LandBldgEquipCostOrOtherBssAmt02030956
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/BOYAmt01181912
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01170490
IRS990/NetAssetsOrFundBalancesBOYAmt0301056
IRS990/NetAssetsOrFundBalancesEOYAmt0259583
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0301056
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0259583
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt03975
IRS990/OccupancyGrp/TotalAmt03975
IRS990/OfficeExpensesGrp/ProgramServicesAmt03969
IRS990/OfficeExpensesGrp/TotalAmt03969
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0129155
IRS990/OtherAssetsTotalGrp/EOYAmt0130057
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05512
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05512
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3GRANT PAYMENT OVERAGES
IRS990/OtherExpensesGrp/ProgramServicesAmt052305
IRS990/OtherExpensesGrp/ProgramServicesAmt144263
IRS990/OtherExpensesGrp/ProgramServicesAmt23697
IRS990/OtherExpensesGrp/ProgramServicesAmt360
IRS990/OtherExpensesGrp/TotalAmt052305
IRS990/OtherExpensesGrp/TotalAmt144263
IRS990/OtherExpensesGrp/TotalAmt23697
IRS990/OtherExpensesGrp/TotalAmt360
IRS990/OtherLiabilitiesGrp/BOYAmt074145
IRS990/OtherLiabilitiesGrp/EOYAmt096476
IRS990/OtherRevenueMiscGrp/BusinessCd0532000
IRS990/OtherRevenueMiscGrp/Desc0MISC. REVENUE-RELATED
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0923
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0923
IRS990/OtherRevenueTotalAmt0923
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt018531
IRS990/OtherSalariesAndWagesGrp/TotalAmt018531
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt01353
IRS990/PayrollTaxesGrp/TotalAmt01353
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08042
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt07914
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0667
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0667
IRS990/PrincipalOfficerNm0MARGIE SECCOMB
IRS990/PriorPeriodAdjustmentsAmt09
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/BusinessCd1532000
IRS990/ProgramServiceRevenueGrp/Desc0TENANT RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1LAUNDRY/VENDING REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt084483
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11719
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt084483
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11719
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0123328
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt086
IRS990/PYOtherExpensesAmt0204401
IRS990/PYOtherRevenueAmt0464
IRS990/PYProgramServiceRevenueAmt083046
IRS990/PYRevenuesLessExpensesAmt0-18989
IRS990/PYSalariesCompEmpBnftPaidAmt021512
IRS990/PYTotalExpensesAmt0225913
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0206924
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-41482
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt087125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0123833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0123328
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0114607
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0124718
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0116645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0603131
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0101
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt086
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0103
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0153
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0131
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0574
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0399374
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99900
IRS990ScheduleA/PublicSupportPY170Pct00.99900
IRS990ScheduleA/PublicSupportTotal170Amt0603131
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0123833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0123328
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0114607
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0124718
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0116645
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0603131
IRS990ScheduleA/TotalSupportAmt0603705
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/BookValueAmt01298506
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0606004
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01904510
IRS990ScheduleD/ExpensesNotReportedAmt08082476
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0252541
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0126446
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0126446
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0115820
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt114237
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1TENANT DEPOSIT
IRS990ScheduleD/OtherExpensesIncludedAmt08082476
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014237
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt182239
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RELATED PARTY PAYABLE
IRS990ScheduleD/OtherRevenueAmt08043000
IRS990ScheduleD/RevenueNotReportedAmt08043000
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0211059
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TAX EXEMPT STATUS ACTION, INC., CONTINENTAL GARDENS, AND SHERMONT MANOR ARE EXEMPT FROM INCOME TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAVE BEEN DETERMINED TO BE ORGANIZATIONS WHICH ARE NOT PRIVATE ORGANIZATIONS. HESI IS A FOR PROFIT CORPORATION SUBJECT TO INCOME TAXES. INCOME TAX EXPENSE WAS IMMATERIAL AS OF SEPTEMBER 30, 2022 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/TotalBookValueLandBuildingsAmt01424952
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0130057
IRS990ScheduleD/TotalExpensesPerForm990Amt0252541
IRS990ScheduleD/TotalLiabilityAmt096476
IRS990ScheduleD/TotalRevenuePerForm990Amt0211059
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08254059
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08335017
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/ExplanationTxt4NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,625,898
Liabilities
$1,366,315
Net assets
$259,583
Revenue
$211,059
Expenses
$252,541
Net income
-$41,482
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