Civic Intelligence

Rural Dynamics Inc DBA Consumer Credit Counseling Service of Mt

990 • Fiscal year 2023 • EIN 81-0303443

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 06, 2024

410 Central Avenue 401Great Falls, MT 59401

(406) 454-5709

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.94x

Higher debt load relative to assets than 93% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

96th percentile

6.64x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

75th percentile

20%

Higher net margin than 75% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

89th percentile

$312,903

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 39.5% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

78th percentile

30%

Faster revenue growth than 78% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$5,574,186

Up $635,403 (+13%) from 2022

Net Assets

Up

$311,920

Up $155,837 (+100%) from 2022

Liabilities

Up

$5,262,266

Up $479,566 (+10%) from 2022

Revenue

Up

$792,980

Up $183,630 (+30%) from 2022

Expenses

Down

$637,097

Down $102,172 (-14%) from 2022

Net Income

Up

$155,883

Up $285,802 (+220%) from 2022

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: $1,891,780Liabilities 2010: $707,828Net Assets 2010: $1,183,9522010Assets 2011: $1,511,210Liabilities 2011: $476,369Net Assets 2011: $1,034,8412011Assets 2012: $1,806,314Liabilities 2012: $409,308Net Assets 2012: $1,397,0062012Assets 2013: $3,147,696Liabilities 2013: $1,366,671Net Assets 2013: $1,781,0252013Assets 2014: $3,329,115Liabilities 2014: $1,400,777Net Assets 2014: $1,928,3382014Assets 2015: $2,230,462Liabilities 2015: $326,263Net Assets 2015: $1,904,1992015Assets 2016: $1,983,378Liabilities 2016: $316,937Net Assets 2016: $1,666,4412016Assets 2017: $1,946,960Liabilities 2017: $627,835Net Assets 2017: $1,319,1252017Assets 2018: $1,763,956Liabilities 2018: $1,549,772Net Assets 2018: $214,1842018Assets 2019: $1,827,634Liabilities 2019: $1,664,406Net Assets 2019: $163,2282019Assets 2020: $5,292,455Liabilities 2020: $5,059,181Net Assets 2020: $233,2742020Assets 2021: $5,435,285Liabilities 2021: $5,149,283Net Assets 2021: $286,0022021Assets 2022: $4,938,783Liabilities 2022: $4,782,700Net Assets 2022: $156,0832022Assets 2023: $5,574,186Liabilities 2023: $5,262,266Net Assets 2023: $311,9202023Assets 2024: $5,378,070Liabilities 2024: $4,945,542Net Assets 2024: $432,5282024

Highlighted filing

2023

Assets$5,574,186
Liabilities$5,262,266
Net Assets$311,920

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,931,0052010Revenue 2011: $2,604,920Expenses 2011: $2,766,116Net Income 2011: -$161,1962011Expenses 2012: $2,428,0302012Revenue 2013: $2,795,922Expenses 2013: $2,470,972Net Income 2013: $324,9502013Revenue 2014: $2,210,706Expenses 2014: $2,067,711Net Income 2014: $142,9952014Revenue 2015: $1,828,228Expenses 2015: $1,808,672Net Income 2015: $19,5562015Revenue 2016: $1,617,518Expenses 2016: $1,906,051Net Income 2016: -$288,5332016Revenue 2017: $1,398,214Expenses 2017: $1,807,124Net Income 2017: -$408,9102017Revenue 2018: $312,312Expenses 2018: $1,016,872Net Income 2018: -$704,5602018Revenue 2019: $529,761Expenses 2019: $581,311Net Income 2019: -$51,5502019Revenue 2020: $792,968Expenses 2020: $722,922Net Income 2020: $70,0462020Revenue 2021: $763,388Expenses 2021: $710,660Net Income 2021: $52,7282021Revenue 2022: $609,350Expenses 2022: $739,269Net Income 2022: -$129,9192022Revenue 2023: $792,980Expenses 2023: $637,097Net Income 2023: $155,8832023Revenue 2024: $841,348Expenses 2024: $720,713Net Income 2024: $120,6352024

Highlighted filing

2023

Revenue$792,980
Expenses$637,097
Net Income$155,883
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 6, 2024
Return Version
2023v5.1
Gross Receipts
$792,980
Mission and Program Overview

Mission

We provide programs and develop partnerships to help youth, individuals, and families achieve economic independence.

Rural dynamics, inc. Helps people achieve financial security and pursue economic opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$937,415$887,727▼ $49,688
Other Notes and Loans Receivable, Net$425,286$425,639▲ $353
Accounts Receivable$96,994$180,232▲ $83,238
Cash and Non-Interest-Bearing Accounts$151,902$167,723▲ $15,821
Land, Buildings, and Equipment, Net$19,079$13,992▼ $5,087
Prepaid Expenses and Deferred Charges$2,900$5,251▲ $2,351
Total Assets$4,938,783$5,574,186▲ $635,403
Other Assets Total$3,305,207$3,893,622▲ $588,415
Liabilities
Other Liabilities$2,749,878$3,376,556▲ $626,678
Escrow Account Liability$1,916,415$1,828,255▼ $88,160
Accounts Payable and Accrued Expenses$112,937$54,981▼ $57,956
Deferred Revenue$3,470$2,474▼ $996
Total Liabilities$4,782,700$5,262,266▲ $479,566
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$156,083$311,920▲ $155,837
Total Net Assets Fund Balance$156,083$311,920▲ $155,837
Total Liabilities and Net Assets / Fund Balance$4,938,783$5,574,186▲ $635,403

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,992$21,623$35,615
Other Land Buildings$0$1,000$1,000
Other Assets Org$161,333--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jordyn RogersExecutive Director (began 04.2023)FT$74,540$8,902$83,442
Jeffrey Thomas JacobsonExecutive Director (termed 04.2023)FT$33,815$3,194$37,009

Board Members and Trustees

NameTitle
Molly KimmelChair
John DoranVice Chair
David FinkDirector
Hanna TesterDirector
Jennifer BannaDirector
Jill KohlesDirector
Rachel Two TwoDirector (termed 09.2023)
Shandy MoranDirector (termed 09.2023)
Michael ShinkonisDirector of Finance and Accounting
Richard T HollisCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$564,457
Program Service Revenue
$226,573
Investment Income
$1,950
Other Revenue
$0
All Other Contributions
$104,305
Change in Net Assets
$155,883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$433,830
Other Expenses$203,267
Total Fundraising Expense$4,422
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$176,267$60,022-$236,289
Current Officers, Directors, Trustees, and Key Employees$120,451--$120,451
Occupancy$59,986--$59,986
Office Expenses$48,373$7,603-$55,976
Other Employee Benefits$31,800$2,050-$33,850
Payroll Taxes$28,511$2,230-$30,741
Travel$19,118$3,808-$22,926
Advertising$15,496-$4,422$19,918
Pension Plan Contributions$11,994$505-$12,499
Fees for Services Other$350$5,421-$5,771
Depreciation Depletion-$5,088-$5,088
Other Expenses$819$4,051-$4,870
Fees for Services Legal-$4,461-$4,461
Conferences and Meetings$3,615$487-$4,102
Insurance$996$1,284-$2,280
Fees for Services Accounting-$2,100-$2,100
Fees for Service Investment Mgmnt Fees-$378-$378
Total Functional Expenses$533,187$99,488$4,422$637,097
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
Pooled Trust$3,349,364
Operating Lease Liabilitiy$27,192
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The sole member of rural dynamics inc. Is greenpath, inc.

Form 990, Part VI, Section A, Line 7A

Rural dynamics inc. Is a sole member structure, where the sole member of rural dynamics inc. Is involved in significant governance and financial decisions including the final authority over the compositon of the board of directors of rural dynamics inc.

Form 990, Part VI, Section A, Line 7B

Rural dynamics inc. Is a sole member structure, where the sole member of rural dynamics inc. Is involved in significant governance and financial decisions including the final authority over the compositon of the board of directors of rural dynamics inc.

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

Management e-mails a draft copy to all board of trustee members, and feedback is sought from the board of trustee members prior to filing the 990 return.

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

Rural dynamics, inc. Requires officers, directors and key employees to complete a conflict of interest disclosure form annually. This form asks for any material interests or affiliation which are, or are likely to become, conflicts of interest. Potential conflict circumstances which arise during the course of the year are required to be reported to the board of trustees. Board members must excuse themselves from discussion about or voting on any transactions in which they may have a conflict of interest.

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

The board relies on an independent, third party compensation consultant to collect comparability data, assess market trends and make recommendations on the top management official's compensation package. The sample of comparable organizations is composed of organizations from which rural dynamics, inc. Might recruit a future top management official or which might have an interest in trying to recruit rural dynamics, inc.'s top management official and which additionally are located in labor markets where rural dynamics, inc. Has a significant presence. Specific degree of comparability is based on a) gross receipts and b) total assets.

Form 990, Part VI, Section C, Line 19

Rural dynamics, inc's 990 is available upon request. The annual report, governing documents, conflict of interest policy and financial statements are also available upon request.

Filing and Contact Details

Filer

Filer Name
Rural Dynamics Inc Dba Rural Dynamics
EIN
81-0303443
Phone
4064545709
Address
410 CENTRAL AVENUE 401, GREAT FALLS, MT 59401

Signing Officer

Name
Michael Shinkonis
Title
CFO
Phone
4064545709
Signed
2024-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jordyn Rogers
Formed
1968
Legal Domicile
Mt
Voting Board Members
6
Independent Board Members
6
Employees
9
Volunteers
68

Preparer

Firm
Cliftonlarsonallen Llp
Address
1785 INDIAN WOOD CIRCLE, MAUMEE, OH 43537
Preparer
Douglas S Sosko
Phone
4197942000
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

Representative payee: program in which payments are managed for beneficiaries who are unable to manage their social security or supplemental security income payments matl loan program: program that offers montana access loans which provide montanans with disabilities, or their family members, the ability to purchase assistive technology for a variety of needs pooled trust: rural dynamics inc. Is the organizational nonprofit trustee of the montana families trust, a selfsettled irrevocable special needs pooled trust created to enhance the quality of life for montana residents with disabilities. The montana familes trust allows individual with developmental disabilities, or their familes, to set aside funds for future use without affecting their eligibility for government services and benefits such as supplemental security income (ssi) and medicaid. Trust funds are overseen by d|a|davidson.

PART X, LINE 2:

The organization is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. The organization determined it was not required to record a liability related to uncertain tax positions

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IRS990/InsuranceGrp/ManagementAndGeneralAmt01284
IRS990/InsuranceGrp/ProgramServicesAmt0996
IRS990/InsuranceGrp/TotalAmt02280
IRS990/InvestmentIncomeGrp/ExclusionAmt01950
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01950
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0937415
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0887727
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022623
IRS990/LandBldgEquipBasisNetGrp/BOYAmt019079
IRS990/LandBldgEquipBasisNetGrp/EOYAmt013992
IRS990/LandBldgEquipCostOrOtherBssAmt036615
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE PROVIDE PROGRAMS AND DEVELOP PARTNERSHIPS TO HELP YOUTH, INDIVIDUALS AND FAMILIES ACHIEVE ECONOMIC INDEPENDENCE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0156083
IRS990/NetAssetsOrFundBalancesEOYAmt0311920
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-46
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0156083
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0311920
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt059986
IRS990/OccupancyGrp/TotalAmt059986
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07603
IRS990/OfficeExpensesGrp/ProgramServicesAmt048373
IRS990/OfficeExpensesGrp/TotalAmt055976
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03305207
IRS990/OtherAssetsTotalGrp/EOYAmt03893622
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02050
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt031800
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033850
IRS990/OtherExpensesGrp/Desc0BUSINESS SERVICES
IRS990/OtherExpensesGrp/Desc1MAINTENANCE & REPAIRS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04051
IRS990/OtherExpensesGrp/ProgramServicesAmt015411
IRS990/OtherExpensesGrp/ProgramServicesAmt1819
IRS990/OtherExpensesGrp/TotalAmt015411
IRS990/OtherExpensesGrp/TotalAmt14870
IRS990/OtherLiabilitiesGrp/BOYAmt02749878
IRS990/OtherLiabilitiesGrp/EOYAmt03376556
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt060022
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0176267
IRS990/OtherSalariesAndWagesGrp/TotalAmt0236289
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0425286
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0425639
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02230
IRS990/PayrollTaxesGrp/ProgramServicesAmt028511
IRS990/PayrollTaxesGrp/TotalAmt030741
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0505
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011994
IRS990/PensionPlanContributionsGrp/TotalAmt012499
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02900
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05251
IRS990/PrincipalOfficerNm0JORDYN ROGERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541990
IRS990/ProgramServiceRevenueGrp/BusinessCd1541990
IRS990/ProgramServiceRevenueGrp/Desc0DEBTOR FEES
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATION INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0158938
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt167635
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0158938
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt167635
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0443153
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0699
IRS990/PYOtherExpensesAmt0261991
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0165498
IRS990/PYRevenuesLessExpensesAmt0-129919
IRS990/PYSalariesCompEmpBnftPaidAmt0477278
IRS990/PYTotalExpensesAmt0739269
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0609350
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0155883
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0143175
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0226573
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 5. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 7,807. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0564457
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0443153
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0623223
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0549457
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0426070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02606360
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01862
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0474
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0372
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt051
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02775
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0871187
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt07807
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/OtherIncome170Grp/TotalAmt07812
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99600
IRS990ScheduleA/PublicSupportPY170Pct00.97980
IRS990ScheduleA/PublicSupportTotal170Amt02606360
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0564457
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0443153
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0623223
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0549457
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0426070
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02606360
IRS990ScheduleA/TotalSupportAmt02616947
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/AgentTrusteeEtcInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt013992
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021623
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt035615
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03349364
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt129369
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2353556
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3161333
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0POOLED TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OPERATING RIGHT OF USE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2CLIENT FUNDS HELD IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3MATL GRANT RESTRICTED FUNDS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01000
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03349364
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt127192
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0POOLED TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OPERATING LEASE LIABILITIY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0REPRESENTATIVE PAYEE: PROGRAM IN WHICH PAYMENTS ARE MANAGED FOR BENEFICIARIES WHO ARE UNABLE TO MANAGE THEIR SOCIAL SECURITY OR SUPPLEMENTAL SECURITY INCOME PAYMENTS MATL LOAN PROGRAM: PROGRAM THAT OFFERS MONTANA ACCESS LOANS WHICH PROVIDE MONTANANS WITH DISABILITIES, OR THEIR FAMILY MEMBERS, THE ABILITY TO PURCHASE ASSISTIVE TECHNOLOGY FOR A VARIETY OF NEEDS POOLED TRUST: RURAL DYNAMICS INC. IS THE ORGANIZATIONAL NONPROFIT TRUSTEE OF THE MONTANA FAMILIES TRUST, A SELFSETTLED IRREVOCABLE SPECIAL NEEDS POOLED TRUST CREATED TO ENHANCE THE QUALITY OF LIFE FOR MONTANA RESIDENTS WITH DISABILITIES. THE MONTANA FAMILES TRUST ALLOWS INDIVIDUAL WITH DEVELOPMENTAL DISABILITIES, OR THEIR FAMILES, TO SET ASIDE FUNDS FOR FUTURE USE WITHOUT AFFECTING THEIR ELIGIBILITY FOR GOVERNMENT SERVICES AND BENEFITS SUCH AS SUPPLEMENTAL SECURITY INCOME (SSI) AND MEDICAID. TRUST FUNDS ARE OVERSEEN BY D|A|DAVIDSON.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION DETERMINED IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013992
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03893622
IRS990ScheduleD/TotalLiabilityAmt03376556
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt051246
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt116232
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0232753
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1162220
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$4.95$0.43$0.84$0.72$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.57$5.26$0.31$0.79$0.64$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.94$4.78$0.16$0.61$0.74$0.13
2021Detailed filing. Detailed filing data is available for this year.$5.44$5.15$0.29$0.76$0.71$0.05
2020Detailed filing. Detailed filing data is available for this year.$5.29$5.06$0.23$0.79$0.72$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.83$1.66$0.16$0.53$0.58$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.76$1.55$0.21$0.31$1.02$0.70
2017Detailed filing. Detailed filing data is available for this year.$1.95$0.63$1.32$1.40$1.81$0.41
2016Detailed filing. Detailed filing data is available for this year.$1.98$0.32$1.67$1.62$1.91$0.29
2015Detailed filing. Detailed filing data is available for this year.$2.23$0.33$1.90$1.83$1.81$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.33$1.40$1.93$2.21$2.07$0.14
2013Detailed filing. Detailed filing data is available for this year.$3.15$1.37$1.78$2.80$2.47$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.41$1.40$2.43
2011Summary only. Only limited summary data is available for this year.$1.51$0.48$1.03$2.60$2.77$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.71$1.18$2.93