Civic Intelligence

Shermont Manor Housing Corporation

990 • Fiscal year 2023 • EIN 48-1266285

Oct 01, 2022 to Sep 30, 2023 • Filed on Jun 13, 2024

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

0.89x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

6.31x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

8th percentile

-43%

Higher net margin than 8% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$113,508

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 52.9% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

18th percentile

-6.5%

Faster asset growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

1.8%

Faster revenue growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,520,899

Down $104,999 (-6.5%) from 2022

Net Assets

Down

$166,816

Down $92,767 (-36%) from 2022

Liabilities

Down

$1,354,083

Down $12,232 (-0.9%) from 2022

Revenue

Up

$214,753

Up $3,694 (+1.8%) from 2022

Expenses

Up

$307,520

Up $54,979 (+22%) from 2022

Net Income

Down

-$92,767

Down $51,285 (-124%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$1,520,899
Liabilities$1,354,083
Net Assets$166,816

Operations Trend

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

2023

Revenue$214,753
Expenses$307,520
Net Income-$92,767
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jun 13, 2024
Return Version
2022v5.0
Gross Receipts
$214,753
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$1,424,952$1,390,833▼ $34,119
Cash and Non-Interest-Bearing Accounts$32,151$24,610▼ $7,541
Pledges and Grants Receivable$7,914$7,262▼ $652
Prepaid Expenses and Deferred Charges$667$1,676▲ $1,009
Accounts Receivable$30,157$712▼ $29,445
Total Assets$1,625,898$1,520,899▼ $104,999
Other Assets Total$130,057$95,806▼ $34,251
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,170,490$1,158,427▼ $12,063
Accounts Payable and Accrued Expenses$98,011$119,253▲ $21,242
Other Liabilities$96,476$75,634▼ $20,842
Deferred Revenue$1,338$769▼ $569
Total Liabilities$1,366,315$1,354,083▼ $12,232
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$259,583$166,816▼ $92,767
Total Net Assets Fund Balance$259,583$166,816▼ $92,767
Total Liabilities and Net Assets / Fund Balance$1,625,898$1,520,899▼ $104,999

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,264,387$657,833$1,922,220
Land$126,446-$126,446
Other Assets Org$15,120--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Margie SeccombCEO$113,508$113,508
Don FoleyCFO$100,195$100,195
Connie Ternes-danielsCOO$94,462$94,462
Kristen ChambersCOO$80,331$80,331

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
$123,906
Program Service Revenue
$90,215
Investment Income
$307
Other Revenue
$325
Change in Net Assets
$-92,767

Audited Revenue Reconciliation

Revenue per Audited Statements
$214,753
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$8,039,306
Total Revenue per Audited Statements
$8,254,059
Total Revenue per Form 990
$214,753
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$273,820
Salaries, Compensation, and Employee Benefits$33,700
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$51,829--$51,829
Fees for Services Management$46,195--$46,195
Other Salaries and Wages$24,700--$24,700
Insurance$17,181--$17,181
Interest$17,070--$17,070
Other Employee Benefits$7,168--$7,168
Occupancy$6,171--$6,171
Fees for Services Legal$4,207--$4,207
Fees for Services Accounting$3,400--$3,400
Payroll Taxes$1,832--$1,832
Office Expenses$1,073--$1,073
Advertising$527--$527
Other Expenses$298--$298
All Other Expenses$39--$39
Total Functional Expenses$307,520$0$0$307,520

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,335,017
Expenses Not Reported on Form 990$8,027,497
Expenses per Audited Statements$307,520
Total Expenses per Form 990$307,520
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$60,514
Tenant Deposits Held in Trust$15,120
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
2024-06-13
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, lowincome, 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 60unit senior housing complex for lowincome 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 lowincome elderly citizens of the community of sheridan and lowincome citizens of ennis and deer lodge, montana. Hesi is a forprofit corporation subject to income taxes. Income tax expense was immaterial as of september 30, 2023 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 500 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/BOYAmt098011
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0119253
IRS990/AccountsReceivableGrp/BOYAmt030157
IRS990/AccountsReceivableGrp/EOYAmt0712
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/AllOtherExpensesGrp/ProgramServicesAmt039
IRS990/AllOtherExpensesGrp/TotalAmt039
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/BOYAmt032151
IRS990/CashNonInterestBearingGrp/EOYAmt024610
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0123906
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0307
IRS990/CYOtherExpensesAmt0273820
IRS990/CYOtherRevenueAmt0325
IRS990/CYProgramServiceRevenueAmt090215
IRS990/CYRevenuesLessExpensesAmt0-92767
IRS990/CYSalariesCompEmpBnftPaidAmt033700
IRS990/CYTotalExpensesAmt0307520
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0214753
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt01338
IRS990/DeferredRevenueGrp/EOYAmt0769
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt051829
IRS990/DepreciationDepletionGrp/TotalAmt051829
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/ExpenseAmt0307520
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03400
IRS990/FeesForServicesAccountingGrp/TotalAmt03400
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt04207
IRS990/FeesForServicesLegalGrp/TotalAmt04207
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt046195
IRS990/FeesForServicesManagementGrp/TotalAmt046195
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
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/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt518877
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt68919
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt715480
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt816278
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM FAY
IRS990/Form990PartVIISectionAGrp/PersonNm1MARILYN ROSS
IRS990/Form990PartVIISectionAGrp/PersonNm2BOB HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm3DODIE RENNFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm4CHARITY FECHTER
IRS990/Form990PartVIISectionAGrp/PersonNm5MARGIE SECCOMB
IRS990/Form990PartVIISectionAGrp/PersonNm6DON FOLEY
IRS990/Form990PartVIISectionAGrp/PersonNm7KRISTEN CHAMBERS
IRS990/Form990PartVIISectionAGrp/PersonNm8CONNIE 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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt594631
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt691276
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt764851
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt878184
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt6CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt7COO
IRS990/Form990PartVIISectionAGrp/TitleTxt8COO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt0123906
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0214753
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt017181
IRS990/InsuranceGrp/TotalAmt017181
IRS990/InterestGrp/ProgramServicesAmt017070
IRS990/InterestGrp/TotalAmt017070
IRS990/InvestmentIncomeGrp/ExclusionAmt0307
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0307
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0657833
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01424952
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01390833
IRS990/LandBldgEquipCostOrOtherBssAmt02048666
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/BOYAmt01170490
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01158427
IRS990/NetAssetsOrFundBalancesBOYAmt0259583
IRS990/NetAssetsOrFundBalancesEOYAmt0166816
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0259583
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0166816
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt06171
IRS990/OccupancyGrp/TotalAmt06171
IRS990/OfficeExpensesGrp/ProgramServicesAmt01073
IRS990/OfficeExpensesGrp/TotalAmt01073
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0130057
IRS990/OtherAssetsTotalGrp/EOYAmt095806
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07168
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07168
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2GRANT PAYMENT OVERAGES
IRS990/OtherExpensesGrp/Desc3EQUIPMENT RENT
IRS990/OtherExpensesGrp/ProgramServicesAmt081708
IRS990/OtherExpensesGrp/ProgramServicesAmt143810
IRS990/OtherExpensesGrp/ProgramServicesAmt2312
IRS990/OtherExpensesGrp/ProgramServicesAmt3298
IRS990/OtherExpensesGrp/TotalAmt081708
IRS990/OtherExpensesGrp/TotalAmt143810
IRS990/OtherExpensesGrp/TotalAmt2312
IRS990/OtherExpensesGrp/TotalAmt3298
IRS990/OtherLiabilitiesGrp/BOYAmt096476
IRS990/OtherLiabilitiesGrp/EOYAmt075634
IRS990/OtherRevenueMiscGrp/BusinessCd0532000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0325
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0325
IRS990/OtherRevenueTotalAmt0325
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt024700
IRS990/OtherSalariesAndWagesGrp/TotalAmt024700
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt01832
IRS990/PayrollTaxesGrp/TotalAmt01832
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt07914
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt07262
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0667
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01676
IRS990/PrincipalOfficerNm0MARGIE SECCOMB
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/BusinessCd1532000
IRS990/ProgramServiceRevenueGrp/Desc0TENANT RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1LAUNDRY/VENDING REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt088684
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11531
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt088684
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11531
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0123833
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0101
IRS990/PYOtherExpensesAmt0227145
IRS990/PYOtherRevenueAmt0923
IRS990/PYProgramServiceRevenueAmt086202
IRS990/PYRevenuesLessExpensesAmt0-41482
IRS990/PYSalariesCompEmpBnftPaidAmt025396
IRS990/PYTotalExpensesAmt0252541
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0211059
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-92767
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt090540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0123906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0123833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0123328
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0114607
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0124718
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0610392
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0307
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0101
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt086
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0103
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0153
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0750
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0416290
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99880
IRS990ScheduleA/PublicSupportPY170Pct00.99900
IRS990ScheduleA/PublicSupportTotal170Amt0610392
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0123906
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0123833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0123328
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0114607
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0124718
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0610392
IRS990ScheduleA/TotalSupportAmt0611142
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/BookValueAmt01264387
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0657833
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01922220
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt027888
IRS990ScheduleD/DonatedServicesUseFcltsAmt027888
IRS990ScheduleD/ExpensesNotReportedAmt08027497
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0307520
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0126446
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0126446
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt080686
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt115120
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1TENANT DEPOSIT
IRS990ScheduleD/OtherExpensesIncludedAmt07999609
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015120
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt160514
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RELATED PARTY PAYABLE
IRS990ScheduleD/OtherRevenueAmt08011418
IRS990ScheduleD/RevenueNotReportedAmt08039306
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0214753
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, LOWINCOME, 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 60UNIT SENIOR HOUSING COMPLEX FOR LOWINCOME 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 LOWINCOME ELDERLY CITIZENS OF THE COMMUNITY OF SHERIDAN AND LOWINCOME CITIZENS OF ENNIS AND DEER LODGE, MONTANA. HESI IS A FORPROFIT CORPORATION SUBJECT TO INCOME TAXES. INCOME TAX EXPENSE WAS IMMATERIAL AS OF SEPTEMBER 30, 2023 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/TotalBookValueLandBuildingsAmt01390833
IRS990ScheduleD/TotalBookValueOtherAssetsAmt095806
IRS990ScheduleD/TotalExpensesPerForm990Amt0307520
IRS990ScheduleD/TotalLiabilityAmt075634
IRS990ScheduleD/TotalRevenuePerForm990Amt0214753
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/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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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