Civic Intelligence

District 7 Human Resources Development Council Inc

990 • Fiscal year 2019 • EIN 81-0300207

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 25, 2020

PO Box 2016Billings, MT 59103

(406) 247-4710

Siviq Scores

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

Liabilities / Assets

66th percentile

0.33x

Higher debt load relative to assets than 66% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

39th percentile

0.10x

Higher debt load relative to revenue than 39% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

43rd percentile

1.1%

Higher net margin than 43% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

49th percentile

2.9%

Faster asset growth than 49% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

66th percentile

11%

Faster revenue growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,869,982

Up $79,647 (+2.9%) from 2018

Net Assets

Up

$1,934,200

Up $97,985 (+5.3%) from 2018

Liabilities

Down

$935,782

Down $18,338 (-1.9%) from 2018

Revenue

Up

$9,059,180

Up $871,065 (+11%) from 2018

Expenses

Up

$8,961,195

Up $878,892 (+11%) from 2018

Net Income

Down

$97,985

Down $7,827 (-7.4%) from 2018

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,568,804Liabilities 2010: $1,754,941Net Assets 2010: $1,813,8632010Assets 2011: $3,236,545Liabilities 2011: $1,602,489Net Assets 2011: $1,634,0562011Assets 2012: $3,014,704Liabilities 2012: $1,401,568Net Assets 2012: $1,613,1362012Assets 2013: $2,948,110Liabilities 2013: $1,288,292Net Assets 2013: $1,659,8182013Assets 2014: $2,769,175Liabilities 2014: $1,227,034Net Assets 2014: $1,542,1412014Assets 2015: $2,735,931Liabilities 2015: $1,199,227Net Assets 2015: $1,536,7042015Assets 2016: $2,835,914Liabilities 2016: $1,298,651Net Assets 2016: $1,537,2632016Assets 2017: $2,787,285Liabilities 2017: $1,194,889Net Assets 2017: $1,592,3962017Assets 2018: $2,790,335Liabilities 2018: $954,120Net Assets 2018: $1,836,2152018Assets 2019: $2,869,982Liabilities 2019: $935,782Net Assets 2019: $1,934,2002019Assets 2020: $2,671,180Liabilities 2020: $760,620Net Assets 2020: $1,910,5602020Assets 2021: $3,027,448Liabilities 2021: $1,112,937Net Assets 2021: $1,914,5112021Assets 2022: $3,186,108Liabilities 2022: $927,338Net Assets 2022: $2,258,7702022Assets 2023: $3,639,886Liabilities 2023: $1,128,499Net Assets 2023: $2,511,3872023Assets 2025: $4,224,000Liabilities 2025: $1,143,645Net Assets 2025: $3,080,3552025

Highlighted filing

2019

Assets$2,869,982
Liabilities$935,782
Net Assets$1,934,200

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $10,355,6502010Expenses 2011: $9,607,6582011Expenses 2012: $7,801,8722012Expenses 2013: $8,123,1642013Revenue 2014: $7,674,606Expenses 2014: $7,792,283Net Income 2014: -$117,6772014Revenue 2015: $7,332,993Expenses 2015: $7,338,430Net Income 2015: -$5,4372015Revenue 2016: $7,575,993Expenses 2016: $7,575,434Net Income 2016: $5592016Revenue 2017: $8,087,106Expenses 2017: $8,031,973Net Income 2017: $55,1332017Revenue 2018: $8,188,115Expenses 2018: $8,082,303Net Income 2018: $105,8122018Revenue 2019: $9,059,180Expenses 2019: $8,961,195Net Income 2019: $97,9852019Revenue 2020: $8,185,843Expenses 2020: $8,209,483Net Income 2020: -$23,6402020Revenue 2021: $11,353,737Expenses 2021: $11,349,786Net Income 2021: $3,9512021Revenue 2022: $10,482,059Expenses 2022: $10,137,800Net Income 2022: $344,2592022Revenue 2023: $11,377,247Expenses 2023: $11,124,630Net Income 2023: $252,6172023Revenue 2025: $8,778,638Expenses 2025: $8,445,160Net Income 2025: $333,4782025

Highlighted filing

2019

Revenue$9,059,180
Expenses$8,961,195
Net Income$97,985
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 25, 2020
Return Version
2018v3.2
Gross Receipts
$9,084,636
Mission and Program Overview

Mission

To provide services to low income individuals to empower people in need through mobilizing and developing community resources by creating opportunities for success in big horn, carbon, stillwater, sweet grass, and yellowstone counties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$931,032$1,105,153▲ $174,121
Land, Buildings, and Equipment, Net$820,555$789,860▼ $30,695
Pledges and Grants Receivable$774,262$766,098▼ $8,164
Savings and Temporary Cash Investments$155,726$121,561▼ $34,165
Inventories for Sale or Use$52,426$40,338▼ $12,088
Prepaid Expenses and Deferred Charges$24,657$26,606▲ $1,949
Accounts Receivable$31,677$20,366▼ $11,311
Total Assets$2,790,335$2,869,982▲ $79,647
Liabilities
Accounts Payable and Accrued Expenses$738,829$763,201▲ $24,372
Deferred Revenue$128,547$125,646▼ $2,901
Mortgage Notes Payable Secured by Investment Property$86,744$46,935▼ $39,809
Total Liabilities$954,120$935,782▼ $18,338
Net Assets / Fund Balance
Unrestricted Net Assets$1,593,810$1,645,156▲ $51,346
Temporarily Rstr Net Assets$242,405$289,044▲ $46,639
Total Net Assets Fund Balance$1,836,215$1,934,200▲ $97,985
Total Liabilities and Net Assets / Fund Balance$2,790,335$2,869,982▲ $79,647

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$467,295$1,886,615$2,353,910
Equipment$83,563$809,680$893,243
Land$239,002-$239,002
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Denise JordanCEOFT$102,420$14,987$117,407
Shanna FredricksonDirector ofFT$80,706$13,290$93,996

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Protech Mechanical INC-PO BOX 23334, Billings, MT 59104$224,600
Day And Night Heating And Cooling-1937 SUNRISE ST, Billings, MT 59101$136,445
Revenue and Support

Revenue Composition

Contributions and Grants
$8,737,728
Program Service Revenue
$301,405
Investment Income
$22,086
Other Revenue
$-2,039
All Other Contributions
$73,948
Change in Net Assets
$97,985

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table4$144,265Usda Fair Market Value (FMV)
Total Noncash Contributions4$144,265-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,940,371
Revenue Not Reported on Financial Statements
$118,809
Revenue Not Reported on Form 990
$32,329
Other Revenue Adjustments
$118,809
Total Revenue per Audited Statements
$8,972,700
Total Revenue per Form 990
$9,059,180
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,276,472
Grants and Similar Amounts Paid$3,291,163
Other Expenses$1,393,560
Total Fundraising Expense$7,702
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,075,258$247,007$3,555$3,325,820
Grants to Domestic Individuals$3,122,739--$3,122,739
Payroll Taxes$310,800$35,439$362$346,601
Occupancy$296,067$13,662-$309,729
Other Employee Benefits$263,561$18,787$280$282,628
Current Officers, Directors, Trustees, and Key Employees-$222,061-$222,061
Travel$163,926$28,831-$192,757
Grants to Domestic Orgs$168,424--$168,424
Fees for Services Other$107,874$48,967-$156,841
Depreciation Depletion$90,026$10,978-$101,004
Pension Plan Contributions$89,741$9,447$174$99,362
Office Expenses$87,983--$87,983
Fees for Services Accounting-$46,321-$46,321
Other Expenses$35,770$7,961$3,331$43,731
Advertising$13,413--$13,413
Fees for Services Legal-$3,511-$3,511
Total Functional Expenses$8,238,040$715,453$7,702$8,961,195

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,961,195
Total Expenses per Audited Statements$8,874,715
Expenses per Audited Statements$8,816,930
Expenses Not Reported on Financial Statements$144,265
Other Expense Adjustments$144,265
Expenses Not Reported on Form 990$57,785
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Goodwill-easter SealsGreat Falls, MT501c3Operational Support$144,759
Helping Hands Food Bank of HardinHardin, MT501c3Operational Support$9,778
Rural Employment Opportunities IncHelena, MT501c3Operational Support$7,389
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
James ThompsonBoard MemberLease PropertyNo$4,385
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
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

A copy of the form 990 tax return is provided to all board members for comment prior to filing. The agency's chief executive officer and business committee review the 990 in detail prior to filing.

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

The board of trustees annually and on a continual basis reviews any situations in which a conflict of interest may exist. If a perceived conflict is noted the person in question is asked to leave the room and is not allowed to participate in further discussion or action. Any conflict of interest is documented in board minutes.

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

The board of trustees annually evaluate the chief executive officer of the agency. Data regarding area level wages for commensurate positions and performance measures are used to determine compensation of officers.

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

Data regarding area level wages for commensurate positions and performance measures are used to determine compensation of officers.

Form 990, Page 6, Part VI, Line 19

The agency makes its governing documents, policies and audited financial statements available upon request to the public.

Filing and Contact Details

Filer

Filer Name
District 7 Human Resources
EIN
81-0300207
Phone
4062474710
Address
PO BOX 2016, BILLINGS, MT 59103

Signing Officer

Name
Denise Jordan
Title
CEO
Phone
4062474710
Signed
2020-02-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise Jordan
Formed
1966
Legal Domicile
Mt
Voting Board Members
15
Independent Board Members
15
Employees
244
Volunteers
268

Preparer

Firm
Randall & Company P C
Address
PO BOX 4325, MISSOULA, MT 59806-4325
Preparer
Loren W Randall
Phone
4067285539
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide services to low income individuals to empower people in need through mobilizing and developing community resources by creating opportunities for success in big horn, carbon, stillwater, sweet grass, and yellowstone counties.

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

Energy programs -- this service group provides weatherization, utility payment assistance, and education to qualified participants. Utility assistance consists of : 1) eligibility for montana's energy share program -- approximately 460,117 in utilities was provided to 882 households. Additionally, 2) lieap heat utility payments, energy education and credit counseling, and crisis intervention for heating emergencies -- approximately 1,589,174 in utilities was paid for 3,215 households and portions of these households received other conservation services. Approximately 3,150 homes received energy education. Weatherization services increased heating efficiency and reduced utility bills for low income eligible participants through approximately 512,890 in insulating, door, window, and furnace repair and replacement. An estimated 118 eligible homes were assisted, or 320 people.

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

Employment assistance -- this service group provides job training, readiness, placement, retention and case management services designed to address barriers to education, employment and self sufficiency success. Tanf and food stamp recipients and eligible youth receive these services to assist them in entering and staying in the work place. Service estimates included 1,483 enrollments, 358 positive case resolutions, and 162,350 in direct supportive services for welfare recipients. There were 30 case resolutions from 106 participants, and 9,028 in direct supportive services for food stamp recipients. Approximately 55,458 in wages was provided to 51 youth engaging in employment training opportunities. In addition to work place assistance, 3,448 in direct supportive services and intensive case management targeted towards completion of education and involvement community service activities. Eighty four students received over 3,747 hours of tutoring for hi-set/ged testing.

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

Emergency food and housing -- this service group provides housing, food and other emergency services to eligible recipients. Transitional living services helped homeless pregnant and/or parenting youth ages 18-21 in a safe living environment. Housing services consist of counseling, emergency payments, and housing placement services to assist low income and homeless populations. Approximately 392 individuals completed certified homebuyer education, 178 individuals received homebuyer pre-purchase counseling, and 17 individuals received rental counseling. Volunteers donated 275 hours during the year. Housing programs aided 249 households (450 individuals)in receiving section 8 housing valued at 903,311. Approximately 76,362 was provided to 83 households in the form of housing payments and supportive services to assist clients in maintaining or moving into permanent housing. 40 households received deposit assistance totaling 31,520. Harmony house served 17 pregnant and parenting youth. The participants received 3,048 in direct supportive services and 6,289 in rent payments. Family forwards served 41 participants which received 10,095 in supportive services. Food assistance is provided through the distribution of food to eligible families living on the crow indian reservation. Monthly, food commodities were distributed to approximately 516 individuals or 241 crow tribe families for a total annual value of 144,265. Community development -- this program provides a wide range of services to the agency's five county area communities and eligible participants. Most services in this group are provided through the community service block grant (csbg), which directly or indirectly supports all programs and services the agency provides through education, low income and crisis advocacy, coordination, and the promotion of self sufficiency. Other programs consist of: 1) wheels to work, 2) individual development accounts (ida) for low income participants to learn financial literacy skills and save for eligible asset goals such as first time home purchases, secondary education, and business capitalization, 3) general relief program for providing rents and basic needs for disabled individuals unable to work, 4) yellowstone county burial program for the indigent population, and 5) volunteer income tax assistance (vita) program providing low to moderate income participants free tax assistance to file income tax returns. 40 households received assistance for vehicle repairs totaling 17,970. 310 bus passes and 178 gas vouchers (488 total) were given out totaling 9,125. A total of 23 family saving for tomorrow participants enrolled and completed 92 hours of financial education during the fiscal year. This year, participants saved 14,645 and accumulated 52,016 in match. A total of 6 participants completed the savings program and purchased their asset. 26 households received rent, basic needs assistance, and supportive services totaling 89,788. Financial assistance totaling 44,139 was provided for 30 burials. The vita site prepared 1,409 total tax returns saving the clients approximately 280,432 in preparation fees. The client received 2,500,582 in refunds and certified volunteers donated 1,288 hours during the tax season. A total of 23 households received case management and bundled services through a collaboration of community service providers.

Form 990, Part XI, Line 9

Rental expense 25,456 commodities for distribution -144,265 rental expense -25,456 commodities for distribution 144,265

Financial Statement Notes

Schedule D, Page 3, Part X

Provisions for income taxes have not been recorded in these financial statements because the hrdc believes it had no net income unrelated to its exempt purposes in 2019 and 2018. With few exceptions, the hrdc is no longer subject to u.s. Federal or state tax examinations by tax authorities for years before 2016.

Schedule D, Page 4, Part XI, Line 4B

Rental expense -25,456 commodities for distribution 144,265

Schedule D, Page 4, Part XII, Line 2D

RENTAL EXPENSE 25,456

Schedule D, Page 4, Part XII, Line 4B

Commodities for distribution 144,265

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IRS990/ProgSrvcAccomActy2Grp/Desc0EMPLOYMENT ASSISTANCE -- THIS SERVICE GROUP PROVIDES JOB TRAINING, READINESS, PLACEMENT, RETENTION AND CASE MANAGEMENT SERVICES DESIGNED TO ADDRESS BARRIERS TO EDUCATION, EMPLOYMENT AND SELF SUFFICIENCY SUCCESS. TANF AND FOOD STAMP RECIPIENTS AND ELIGIBLE YOUTH RECEIVE THESE SERVICES TO ASSIST THEM IN ENTERING AND STAYING IN THE WORK PLACE. SERVICE ESTIMATES INCLUDED 1,483 ENROLLMENTS, 358 POSITIVE CASE RESOLUTIONS, AND 162,350 IN DIRECT SUPPORTIVE SERVICES FOR WELFARE RECIPIENTS. THERE WERE 30 CASE RESOLUTIONS FROM 106 PARTICIPANTS, AND 9,028 IN DIRECT SUPPORTIVE SERVICES FOR FOOD STAMP RECIPIENTS. APPROXIMATELY 55,458 IN WAGES WAS PROVIDED TO 51 YOUTH ENGAGING IN EMPLOYMENT TRAINING OPPORTUNITIES. IN ADDITION TO WORK PLACE ASSISTANCE, 3,448 IN DIRECT SUPPORTIVE SERVICES AND INTENSIVE CASE MANAGEMENT TARGETED TOWARDS COMPLETION OF EDUCATION AND INVOLVEMENT COMMUNITY SERVICE ACTIVITIES. EIGHTY FOUR STUDENTS RECEIVED OVER 3,747 HOURS OF TUTORING FOR HI-SET/GED TESTING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02142451
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt08322
IRS990/ProgSrvcAccomActy3Grp/Desc0FAMILY DEVELOPMENT -- THIS SERVICE GROUP PROVIDES VARIOUS CHILD CARE SERVICES SUCH AS PROVIDER TRAINING AND TECHNICAL ASSISTANCE; PARENT TRAINING, RESOURCE AND REFERRAL; PAYMENT ASSISTANCE; AND NUTRITIONAL TRAINING AND MEAL PAYMENT ASSISTANCE. SERVICE ESTIMATES IN UNITS OF CHILDREN -- 2,916 RECEIVED 9,435,020 OF DAY CARE PAYMENT ASSISTANCE. ADDITIONALLY, 1,871 PROVIDERS RECEIVED TRAINING, AND 33 PROVIDERS RECEIVED NUTRITIONAL TRAINING, 147 TRIBAL CARE PROVIDERS RECEIVED TRAINING AND 48 NEW PROVIDERS RECEIVED INTENSIVE TRAINING OVER 6-MONTHS.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt075584
IRS990/ProgSrvcAccomActyOtherGrp/Desc0EMERGENCY FOOD AND HOUSING -- THIS SERVICE GROUP PROVIDES HOUSING, FOOD AND OTHER EMERGENCY SERVICES TO ELIGIBLE RECIPIENTS. TRANSITIONAL LIVING SERVICES HELPED HOMELESS PREGNANT AND/OR PARENTING YOUTH AGES 18-21 IN A SAFE LIVING ENVIRONMENT. HOUSING SERVICES CONSIST OF COUNSELING, EMERGENCY PAYMENTS, AND HOUSING PLACEMENT SERVICES TO ASSIST LOW INCOME AND HOMELESS POPULATIONS. APPROXIMATELY 392 INDIVIDUALS COMPLETED CERTIFIED HOMEBUYER EDUCATION, 178 INDIVIDUALS RECEIVED HOMEBUYER PRE-PURCHASE COUNSELING, AND 17 INDIVIDUALS RECEIVED RENTAL COUNSELING. VOLUNTEERS DONATED 275 HOURS DURING THE YEAR. HOUSING PROGRAMS AIDED 249 HOUSEHOLDS (450 INDIVIDUALS)IN RECEIVING SECTION 8 HOUSING VALUED AT 903,311. APPROXIMATELY 76,362 WAS PROVIDED TO 83 HOUSEHOLDS IN THE FORM OF HOUSING PAYMENTS AND SUPPORTIVE SERVICES TO ASSIST CLIENTS IN MAINTAINING OR MOVING INTO PERMANENT HOUSING. 40 HOUSEHOLDS RECEIVED DEPOSIT ASSISTANCE TOTALING 31,520. HARMONY HOUSE SERVED 17 PREGNANT AND PARENTING YOUTH. THE PARTICIPANTS RECEIVED 3,048 IN DIRECT SUPPORTIVE SERVICES AND 6,289 IN RENT PAYMENTS. FAMILY FORWARDS SERVED 41 PARTICIPANTS WHICH RECEIVED 10,095 IN SUPPORTIVE SERVICES. FOOD ASSISTANCE IS PROVIDED THROUGH THE DISTRIBUTION OF FOOD TO ELIGIBLE FAMILIES LIVING ON THE CROW INDIAN RESERVATION. MONTHLY, FOOD COMMODITIES WERE DISTRIBUTED TO APPROXIMATELY 516 INDIVIDUALS OR 241 CROW TRIBE FAMILIES FOR A TOTAL ANNUAL VALUE OF 144,265. COMMUNITY DEVELOPMENT -- THIS PROGRAM PROVIDES A WIDE RANGE OF SERVICES TO THE AGENCY'S FIVE COUNTY AREA COMMUNITIES AND ELIGIBLE PARTICIPANTS. MOST SERVICES IN THIS GROUP ARE PROVIDED THROUGH THE COMMUNITY SERVICE BLOCK GRANT (CSBG), WHICH DIRECTLY OR INDIRECTLY SUPPORTS ALL PROGRAMS AND SERVICES THE AGENCY PROVIDES THROUGH EDUCATION, LOW INCOME AND CRISIS ADVOCACY, COORDINATION, AND THE PROMOTION OF SELF SUFFICIENCY. OTHER PROGRAMS CONSIST OF: 1) WHEELS TO WORK, 2) INDIVIDUAL DEVELOPMENT ACCOUNTS (IDA) FOR LOW INCOME PARTICIPANTS TO LEARN FINANCIAL LITERACY SKILLS AND SAVE FOR ELIGIBLE ASSET GOALS SUCH AS FIRST TIME HOME PURCHASES, SECONDARY EDUCATION, AND BUSINESS CAPITALIZATION, 3) GENERAL RELIEF PROGRAM FOR PROVIDING RENTS AND BASIC NEEDS FOR DISABLED INDIVIDUALS UNABLE TO WORK, 4) YELLOWSTONE COUNTY BURIAL PROGRAM FOR THE INDIGENT POPULATION, AND 5) VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM PROVIDING LOW TO MODERATE INCOME PARTICIPANTS FREE TAX ASSISTANCE TO FILE INCOME TAX RETURNS. 40 HOUSEHOLDS RECEIVED ASSISTANCE FOR VEHICLE REPAIRS TOTALING 17,970. 310 BUS PASSES AND 178 GAS VOUCHERS (488 TOTAL) WERE GIVEN OUT TOTALING 9,125. A TOTAL OF 23 FAMILY SAVING FOR TOMORROW PARTICIPANTS ENROLLED AND COMPLETED 92 HOURS OF FINANCIAL EDUCATION DURING THE FISCAL YEAR. THIS YEAR, PARTICIPANTS SAVED 14,645 AND ACCUMULATED 52,016 IN MATCH. A TOTAL OF 6 PARTICIPANTS COMPLETED THE SAVINGS PROGRAM AND PURCHASED THEIR ASSET. 26 HOUSEHOLDS RECEIVED RENT, BASIC NEEDS ASSISTANCE, AND SUPPORTIVE SERVICES TOTALING 89,788. FINANCIAL ASSISTANCE TOTALING 44,139 WAS PROVIDED FOR 30 BURIALS. THE VITA SITE PREPARED 1,409 TOTAL TAX RETURNS SAVING THE CLIENTS APPROXIMATELY 280,432 IN PREPARATION FEES. THE CLIENT RECEIVED 2,500,582 IN REFUNDS AND CERTIFIED VOLUNTEERS DONATED 1,288 HOURS DURING THE TAX SEASON. A TOTAL OF 23 HOUSEHOLDS RECEIVED CASE MANAGEMENT AND BUNDLED SERVICES THROUGH A COLLABORATION OF COMMUNITY SERVICE PROVIDERS.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.22$1.14$3.08$8.78$8.45$0.33
2023Summary only. Only limited summary data is available for this year.$3.64$1.13$2.51$11.4$11.1$0.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.93$2.26$10.5$10.1$0.34
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$1.11$1.91$11.4$11.3$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.76$1.91$8.19$8.21$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.87$0.94$1.93$9.06$8.96$0.10
2018Summary only. Only limited summary data is available for this year.$2.79$0.95$1.84$8.19$8.08$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$1.19$1.59$8.09$8.03$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$1.30$1.54$7.58$7.58$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.74$1.20$1.54$7.33$7.34$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.77$1.23$1.54$7.67$7.79$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$1.29$1.66$8.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$1.40$1.61$7.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.24$1.60$1.63$9.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.57$1.75$1.81$10.4