Civic Intelligence

Northwest Montana Human Resources Inc DBA Community Action Parnership Nw Mt

990 • Fiscal year 2018 • EIN 81-0366018

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 30, 2019

PO Box 8300Kalispell, MT 59904-1300

(406) 752-6565

Siviq Scores

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

Liabilities / Assets

76th percentile

0.50x

Higher debt load relative to assets than 76% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

77th percentile

0.68x

Higher debt load relative to revenue than 77% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

16th percentile

-12%

Higher net margin than 16% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

47th percentile

$114,598

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

52nd percentile

2.1%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-1.4%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Flat

$6,945,332

Flat from 2018

Net Assets

Flat

$3,461,907

Flat from 2018

Liabilities

Flat

$3,483,425

Flat from 2018

Revenue

Flat

$5,132,613

Flat from 2018

Expenses

Flat

$5,772,935

Flat from 2018

Net Income

Flat

-$640,322

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $6,804,314Liabilities 2011: $2,781,551Net Assets 2011: $4,022,7632011Assets 2012: $7,735,647Liabilities 2012: $3,200,137Net Assets 2012: $4,535,5102012Assets 2013: $7,365,783Liabilities 2013: $2,609,125Net Assets 2013: $4,756,6582013Assets 2014: $7,065,081Liabilities 2014: $2,539,413Net Assets 2014: $4,525,6682014Assets 2015: $7,367,424Liabilities 2015: $3,163,292Net Assets 2015: $4,204,1322015Assets 2016: $6,887,524Liabilities 2016: $3,151,821Net Assets 2016: $3,735,7032016Assets 2017: $6,805,086Liabilities 2017: $2,702,857Net Assets 2017: $4,102,2292017Assets 2018: $6,945,332Liabilities 2018: $3,483,425Net Assets 2018: $3,461,9072018Assets 2018: $6,945,332Liabilities 2018: $3,483,425Net Assets 2018: $3,461,9072018Assets 2019: $6,516,641Liabilities 2019: $3,316,605Net Assets 2019: $3,200,0362019Assets 2020: $10,746,899Liabilities 2020: $5,503,469Net Assets 2020: $5,243,4302020Assets 2021: $13,692,405Liabilities 2021: $7,318,977Net Assets 2021: $6,373,4282021Assets 2022: $13,525,818Liabilities 2022: $7,073,914Net Assets 2022: $6,451,9042022Assets 2023: $15,583,063Liabilities 2023: $8,796,641Net Assets 2023: $6,786,4222023Assets 2024: $16,434,021Liabilities 2024: $9,008,027Net Assets 2024: $7,425,9942024

Highlighted filing

2018

Assets$6,945,332
Liabilities$3,483,425
Net Assets$3,461,907

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $8,693,346Expenses 2011: $7,481,825Net Income 2011: $1,211,5212011Revenue 2012: $6,426,644Expenses 2012: $5,913,897Net Income 2012: $512,7472012Revenue 2013: $5,579,397Expenses 2013: $5,358,249Net Income 2013: $221,1482013Revenue 2014: $4,289,007Expenses 2014: $4,689,632Net Income 2014: -$400,6252014Revenue 2015: $4,195,733Expenses 2015: $4,432,494Net Income 2015: -$236,7612015Revenue 2016: $4,099,559Expenses 2016: $4,571,913Net Income 2016: -$472,3542016Revenue 2017: $5,205,699Expenses 2017: $4,839,173Net Income 2017: $366,5262017Revenue 2018: $5,132,613Expenses 2018: $5,772,935Net Income 2018: -$640,3222018Revenue 2018: $5,132,613Expenses 2018: $5,772,935Net Income 2018: -$640,3222018Revenue 2019: $4,370,454Expenses 2019: $4,632,325Net Income 2019: -$261,8712019Revenue 2020: $4,793,266Expenses 2020: $4,416,463Net Income 2020: $376,8032020Revenue 2021: $5,442,155Expenses 2021: $5,209,105Net Income 2021: $233,0502021Revenue 2022: $5,709,908Expenses 2022: $5,631,432Net Income 2022: $78,4762022Revenue 2023: $6,172,014Expenses 2023: $5,837,496Net Income 2023: $334,5182023Revenue 2024: $6,116,319Expenses 2024: $5,476,747Net Income 2024: $639,5722024

Highlighted filing

2018

Revenue$5,132,613
Expenses$5,772,935
Net Income-$640,322
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 30, 2019
Return Version
2018v3.1
Gross Receipts
$5,508,199
Mission and Program Overview

Mission

Capnm provides social services and advocacy together with local partners to alleviate poverty, improve lives and strengthen communities in flathead, lake, lincoln and sanders counties.

Capnm provides social services and advocacy together with local partners to alleviate poverty, improve lives and strengthen communities in flathead, lake, lincoln and sanders county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,052,724$2,186,489▲ $1,133,765
Savings and Temporary Cash Investments$2,498,202$1,433,954▼ $1,064,248
Other Notes and Loans Receivable, Net$1,099,842$932,110▼ $167,732
Cash and Non-Interest-Bearing Accounts$345,236$843,877▲ $498,641
Prepaid Expenses and Deferred Charges$125,883$652,772▲ $526,889
Accounts Receivable$105,344$496,138▲ $390,794
Pledges and Grants Receivable$623,192$390,859▼ $232,333
Inventories for Sale or Use$1,305$7,747▲ $6,442
Total Assets$6,805,086$6,945,332▲ $140,246
Other Assets Total$953,358$1,386▼ $951,972
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,398,871$2,175,831▲ $776,960
Escrow Account Liability$855,945$792,598▼ $63,347
Other Liabilities$365,121$336,920▼ $28,201
Accounts Payable and Accrued Expenses$79,755$160,666▲ $80,911
Deferred Revenue$3,165$17,410▲ $14,245
Total Liabilities$2,702,857$3,483,425▲ $780,568
Net Assets / Fund Balance
Unrestricted Net Assets$3,587,159$3,105,449▼ $481,710
Temporarily Rstr Net Assets$515,070$356,458▼ $158,612
Total Net Assets Fund Balance$4,102,229$3,461,907▼ $640,322
Total Liabilities and Net Assets / Fund Balance$6,805,086$6,945,332▲ $140,246

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,627,814$357,678$1,985,492
Equipment$206,688$992,549$1,199,237
Land$351,987-$351,987
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Tracy DiazExecutive Di$100,386$14,212$114,598
Carrie GableCFO$69,088$7,668$76,756
Patrick MaloneDeputy Direc$44,956$9,857$54,813

Board Members and Trustees

NameTitle
Robin HaidlePresident
Alan MccurryDirector
Dave StipeDirector
Debbie PhillipsDirector
Glen MageraDirector
Holly WagnerDirector
Vince RubinoDirector
Wendy NissenDirector
Laura BurrowesSecretary/tr
Chance BarrettVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,893,323
Program Service Revenue
$1,367,003
Investment Income
$444,285
Other Revenue
$428,002
All Other Contributions
$16,101
Change in Net Assets
$-640,322
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,010,381
Salaries, Compensation, and Employee Benefits$2,762,554
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,888,241$56,861-$1,945,102
Other Employee Benefits$240,926$13,696-$254,622
Payroll Taxes$241,909$11,583-$253,492
Current Officers, Directors, Trustees, and Key Employees-$246,167-$246,167
Travel$114,840$524-$115,364
Occupancy$106,241$550-$106,791
Other Expenses$84,589$170-$84,759
Depreciation Depletion$76,686$1,563-$78,249
Insurance$53,264$24,562-$77,826
All Other Expenses$68,283$2,475-$70,758
Interest$65,021--$65,021
Pension Plan Contributions$63,171--$63,171
Fees for Services Legal$57,787$80-$57,867
Fees for Services Other$17,157$29,578-$46,735
Fees for Services Accounting$27,351--$27,351
Total Functional Expenses$5,358,341$414,594$0$5,772,935
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
Salaries and Compensated Absences$336,920
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The agency utilizes its finance committee for an in depth review of its form 990. Fiscal staff present the form 990 and is available for questions from the finance committee. When the finance committee has approved the form 990, it is presented to the rest of the board of directors for their approval and is documented in the board minutes.

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

The agency annually has the directors review vendors and subcontractors used by the organzation to indicate if any director has a conflict of interest. If so, it is identified and documented. All directors re-sign a conflict of interest statement. Directors are reminded of the board policies regarding conflicts of interest.

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

The personnel committee of the board of directors is responsible for determing the compensation of the executive director. This committee utlitzes surveys of comparable salaries for executive directors in comparable organizations with approximately the same size of staff and spending in a location of similar size. The committee documents this information and their decision on the appropriate compensation to offer to the executive director. The full board then approves or disapproves their recommendation.

Form 990, Page 6, Part VI, Line 19

The agency provides copies of its governing documents, conflict of interest policy and financial statements to anyone who requests them within 48 hours of the request. The agency also provides a copy of its form 990 on its website for anyone to read or download

Form 990, Part VIII

Part viii line 10a the agency purchases and rehabilitates homes as part of its neighborhood stabilization program. The homes are sub-granted to the community land trust which then sells the homes and returns proceeds from the sales to the agency. Sales of inventory represents the amounts returned from the sales of homes transferred from the community land trust. The cost of goods sold represents the rehabilitation costs and homes purchased during the period. The timing of the return of funds from the sale of the homes may not coincide with the timing of the costs of purchase and rehabilitation. Sales proceeds returned 2014 1,693,060 2015 1,745,400 2016 1,095,023 2017 1,029,000 2018 516,500 cost of rehabiliation 2014 3,615,909 2015 741,771 2016 298,090 2017 1,027,548 2018 92,569 net subsidy to homebuyers 303,096

Filing and Contact Details

Filer

Filer Name
Northwest Montana Human Resources
EIN
81-0366018
Phone
4067526565
Address
PO BOX 8300, KALISPELL, MT 59904-1300
Doing Business As
Community Action Partnership Nw Mt

Signing Officer

Name
Tracy Diaz
Title
Executive Director
Phone
4067526565
Signed
2019-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Diaz
Formed
1976
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
76
Volunteers
537

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, Page 1, Item C

Community action partnership nw mt

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

Lieap (low income energy assistance program) provided energy assistance to 11,357 households in flathead, lake, lincoln and sanders counties, paying part of their winter heating bills. Energy share of montana is a partnership of concerned citizens, organizations and local utility companies committed to helping montana households overcome an energy emergency and move toward self-reliance. Energy share helps with emergency heating needs caused by situations beyond the households control and is used as a last resort for those ineligible for other programs or still in need after other resources are exhausted. The program is funded by utility companies, universal systems benefits charges and donations from concerned consumers. This program assisted 280 households with emergency heating and/or energy needs. Weatherization assisted 212 households to reduce the high cost of energy for low-income households. We install a combination of energy saving measures such as wall, attic and floor insulation, decreasing the amount of air infiltration from doors and windows and perform efficiency and safety checks on heating systems. Energy assistance programs assisted 130 households with emergency services to repair or replace heating systems, water heaters, or refrigerators that were not working properly or were energy inefficient. Both lieap and weatherization provided extensive client education to households receiving agency offered services. Information included: winter disconnect protections, energy conservation, home weatherization techniques, how to obtain rebates, discounts, and tax credits for energy efficiency improvements. Energy department employees participated in numerous activities in communities within all 4 of our service counties making people aware of energy programs that they may not otherwise be aware of and promoting energy conservation practices.

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

Emergency solutions grant (esg), offers emergency assistance through rapid re-housing and homeless prevention services to help those facing housing instability. The coc rapid re-housing program helps homeless households move as quickly as possible into permanent housing with long-term stability as the goal. Homeless prevention services are available to individuals at risk of homelessness. Permanent supportive housing program assists people who have a disability and are chronically homeless (12+ consecutive months or 4 episodes totaling 12 months in the past three years). It is modeled much like section 8, in which the program participant pays 1/3 of their monthly income for rent on a qualifying unit and the program covers the remaining balance. These programs provided assistance to 371 individuals. The courtyard apartments operated 32 units of low-income affordable housing. In 2018 the courtyard apartments underwent extensive rehabilitation utilizing the low income tax credit program. This allowed for essential upgrades to ensure the longstanding integrity of the units and to help with keeping rents affordable moving forward. Section 8 rental voucher program assisted 355 very low and low income households to obtain decent, safe and sanitary housing in the private market. The program provided subsidies which enabled rents to be "affordable" based on 30% of their income. The self help rehab program (shr) assisted 6 households. This funding is a 523 technical assistance grant through usda-rural development's self-help rehab, which allows us to assist homeowners in repairing their existing home. This program combines the efforts of the homeowner, capnm staff, volunteers, and licensed contractors to meet home repair needs through the use of low-interest loans and grants. The northwest montana community land trust inventory in 2018 was 52 homes. Capnm is the sole owner of westgate apartments and teakettle vista i apartments in columbia falls. These are both rural development 515 apartment complexes set aside for the elderly and disabled populations.

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

State displaced homemaker provides services to individuals who had previously been providing unpaid services to family members in the home and were dependent on the income of another family member. Individually designed programs stressed self-image enhancement career assessment, on- the-job training and job search assistance. As of june 2018, the agency is no longer running this program. Tanf pathways program provides intensive case management focused on financial freedom, informed choice and eventual independence from public assistance programs. Individuals formulate goals and develop employability plans in partnership with their client advocates. This plan may include but not limited to; job search/ job readiness workshop and activities, financial education, matched savings program, computer and nutrition classes. Individuals may choose to pursue educational training such as hiset preparation, attendance at a vocational or post-secondary education program or pursue an advance degree such as an associate or bachelor degree. Pathways offers paid or unpaid and customized work experience training at a variety of host sites or businesses that prepares clients for employment. Supportive service assistance is available on an as needed basis for participation and employment related needs including, childcare assistance, transportation related expenses, clothing and tools needed for employment. Of the individuals enrolled in the above-mentioned program, 401 obtained skills/competencies required for employment, 4 completed post-secondary education and obtained a certificate or diploma, 161 obtained a job, 34 obtained child care so that they could work, seek work or go to school and 184 obtained access to reliable transportation and/or driver's license.

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

Financial skill building workshop is to provide support to help strengthen and improve an individuals and households financial knowledge and decision-making skills to achieve financial freedom. This is a great program for anyone looking to become more educated about personal financial management. Homebuyer education class allows individuals to learn all aspects of the home buying process including credit report and score, shopping for mortgage loan, budgeting to purchase, finding the right home and inspection process, loan process and being a homeowner. 336 individuals were enrolled in these programs. The renting wise workshop is to help renters get into and maintain decent and affordable housing. This is a great program for renters who are struggling to find housing due to blemishes in their past rental history. It is a great opportunity to become a more educated tenant. A number of additional services were offered within this department, including the provision of a variety of essential care kits for participants. 98 various kits were provided which included welcome home kits for homeless households as they move into stable housing and included cleaning supplies/kitchen goods/new sheets/emergency food kits, baby kits, hygiene kites, sleeping bags and emergency cold weather kits. Community services block grant (csbg) is the funding that links all agency programs and provided support for programs that are not self- sustaining on their own. The agency is part of the community action partnership network that receives this funding. Its efforts are focused on community partnerships that promote individual, family and community self- sufficiency. During the year, capnm made over 702 referrals to other non- profits/services in our four county service area. Volunteers contributed over 537 hours to the agency in 2018.

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

The agency has made qualifying loans with home program funds which, if collected, will be due back to the montana department of commerce. The amount of the loans issued under the home program which potentially may be recaptured from eligible activities and returned to the montana department of commerce was 782,598 and 849,360 as of december 31, 2018 and 2017, respectively. The agency is also the custodian for the courtyard apartments, social security payees, mutual self help families fiduciary construction accounts, and amounts to be returned to various granting agencies. The balances related to these services fluctuate over the course of the year and may be minimal at any given date.

Schedule D, Page 3, Part X

Capnm is a tax-exempt organization under section 501(c)(3) of the internal revenue code. Accordingly, the increase in net assets is generally not subject to taxation. No provision for income tax has been recorded in these financial statements because capnm believes it had no significant income unrelated to its tax-exempt purpose in 2018 or 2017. With few exceptions, capnms information returns (i.r.s. Form 990) are not subject to examination for fiscal years prior to 2015.

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IRS990/ProgSrvcAccomActy2Grp/Desc0EMERGENCY SOLUTIONS GRANT (ESG), OFFERS EMERGENCY ASSISTANCE THROUGH RAPID RE-HOUSING AND HOMELESS PREVENTION SERVICES TO HELP THOSE FACING HOUSING INSTABILITY. THE COC RAPID RE-HOUSING PROGRAM HELPS HOMELESS HOUSEHOLDS MOVE AS QUICKLY AS POSSIBLE INTO PERMANENT HOUSING WITH LONG-TERM STABILITY AS THE GOAL. HOMELESS PREVENTION SERVICES ARE AVAILABLE TO INDIVIDUALS AT RISK OF HOMELESSNESS. PERMANENT SUPPORTIVE HOUSING PROGRAM ASSISTS PEOPLE WHO HAVE A DISABILITY AND ARE CHRONICALLY HOMELESS (12+ CONSECUTIVE MONTHS OR 4 EPISODES TOTALING 12 MONTHS IN THE PAST THREE YEARS). IT IS MODELED MUCH LIKE SECTION 8, IN WHICH THE PROGRAM PARTICIPANT PAYS 1/3 OF THEIR MONTHLY INCOME FOR RENT ON A QUALIFYING UNIT AND THE PROGRAM COVERS THE REMAINING BALANCE. THESE PROGRAMS PROVIDED ASSISTANCE TO 371 INDIVIDUALS. THE COURTYARD APARTMENTS OPERATED 32 UNITS OF LOW-INCOME AFFORDABLE HOUSING. IN 2018 THE COURTYARD APARTMENTS UNDERWENT EXTENSIVE REHABILITATION UTILIZING THE LOW INCOME TAX CREDIT PROGRAM. THIS ALLOWED FOR ESSENTIAL UPGRADES TO ENSURE THE LONGSTANDING INTEGRITY OF THE UNITS AND TO HELP WITH KEEPING RENTS AFFORDABLE MOVING FORWARD. SECTION 8 RENTAL VOUCHER PROGRAM ASSISTED 355 VERY LOW AND LOW INCOME HOUSEHOLDS TO OBTAIN DECENT, SAFE AND SANITARY HOUSING IN THE PRIVATE MARKET. THE PROGRAM PROVIDED SUBSIDIES WHICH ENABLED RENTS TO BE "AFFORDABLE" BASED ON 30% OF THEIR INCOME. THE SELF HELP REHAB PROGRAM (SHR) ASSISTED 6 HOUSEHOLDS. THIS FUNDING IS A 523 TECHNICAL ASSISTANCE GRANT THROUGH USDA-RURAL DEVELOPMENT'S SELF-HELP REHAB, WHICH ALLOWS US TO ASSIST HOMEOWNERS IN REPAIRING THEIR EXISTING HOME. THIS PROGRAM COMBINES THE EFFORTS OF THE HOMEOWNER, CAPNM STAFF, VOLUNTEERS, AND LICENSED CONTRACTORS TO MEET HOME REPAIR NEEDS THROUGH THE USE OF LOW-INTEREST LOANS AND GRANTS. THE NORTHWEST MONTANA COMMUNITY LAND TRUST INVENTORY IN 2018 WAS 52 HOMES. CAPNM IS THE SOLE OWNER OF WESTGATE APARTMENTS AND TEAKETTLE VISTA I APARTMENTS IN COLUMBIA FALLS. THESE ARE BOTH RURAL DEVELOPMENT 515 APARTMENT COMPLEXES SET ASIDE FOR THE ELDERLY AND DISABLED POPULATIONS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0STATE DISPLACED HOMEMAKER PROVIDES SERVICES TO INDIVIDUALS WHO HAD PREVIOUSLY BEEN PROVIDING UNPAID SERVICES TO FAMILY MEMBERS IN THE HOME AND WERE DEPENDENT ON THE INCOME OF ANOTHER FAMILY MEMBER. INDIVIDUALLY DESIGNED PROGRAMS STRESSED SELF-IMAGE ENHANCEMENT CAREER ASSESSMENT, ON- THE-JOB TRAINING AND JOB SEARCH ASSISTANCE. AS OF JUNE 2018, THE AGENCY IS NO LONGER RUNNING THIS PROGRAM. TANF PATHWAYS PROGRAM PROVIDES INTENSIVE CASE MANAGEMENT FOCUSED ON FINANCIAL FREEDOM, INFORMED CHOICE AND EVENTUAL INDEPENDENCE FROM PUBLIC ASSISTANCE PROGRAMS. INDIVIDUALS FORMULATE GOALS AND DEVELOP EMPLOYABILITY PLANS IN PARTNERSHIP WITH THEIR CLIENT ADVOCATES. THIS PLAN MAY INCLUDE BUT NOT LIMITED TO; JOB SEARCH/ JOB READINESS WORKSHOP AND ACTIVITIES, FINANCIAL EDUCATION, MATCHED SAVINGS PROGRAM, COMPUTER AND NUTRITION CLASSES. INDIVIDUALS MAY CHOOSE TO PURSUE EDUCATIONAL TRAINING SUCH AS HISET PREPARATION, ATTENDANCE AT A VOCATIONAL OR POST-SECONDARY EDUCATION PROGRAM OR PURSUE AN ADVANCE DEGREE SUCH AS AN ASSOCIATE OR BACHELOR DEGREE. PATHWAYS OFFERS PAID OR UNPAID AND CUSTOMIZED WORK EXPERIENCE TRAINING AT A VARIETY OF HOST SITES OR BUSINESSES THAT PREPARES CLIENTS FOR EMPLOYMENT. SUPPORTIVE SERVICE ASSISTANCE IS AVAILABLE ON AN AS NEEDED BASIS FOR PARTICIPATION AND EMPLOYMENT RELATED NEEDS INCLUDING, CHILDCARE ASSISTANCE, TRANSPORTATION RELATED EXPENSES, CLOTHING AND TOOLS NEEDED FOR EMPLOYMENT. OF THE INDIVIDUALS ENROLLED IN THE ABOVE-MENTIONED PROGRAM, 401 OBTAINED SKILLS/COMPETENCIES REQUIRED FOR EMPLOYMENT, 4 COMPLETED POST-SECONDARY EDUCATION AND OBTAINED A CERTIFICATE OR DIPLOMA, 161 OBTAINED A JOB, 34 OBTAINED CHILD CARE SO THAT THEY COULD WORK, SEEK WORK OR GO TO SCHOOL AND 184 OBTAINED ACCESS TO RELIABLE TRANSPORTATION AND/OR DRIVER'S LICENSE.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0FINANCIAL SKILL BUILDING WORKSHOP IS TO PROVIDE SUPPORT TO HELP STRENGTHEN AND IMPROVE AN INDIVIDUALS AND HOUSEHOLDS FINANCIAL KNOWLEDGE AND DECISION-MAKING SKILLS TO ACHIEVE FINANCIAL FREEDOM. THIS IS A GREAT PROGRAM FOR ANYONE LOOKING TO BECOME MORE EDUCATED ABOUT PERSONAL FINANCIAL MANAGEMENT. HOMEBUYER EDUCATION CLASS ALLOWS INDIVIDUALS TO LEARN ALL ASPECTS OF THE HOME BUYING PROCESS INCLUDING CREDIT REPORT AND SCORE, SHOPPING FOR MORTGAGE LOAN, BUDGETING TO PURCHASE, FINDING THE RIGHT HOME AND INSPECTION PROCESS, LOAN PROCESS AND BEING A HOMEOWNER. 336 INDIVIDUALS WERE ENROLLED IN THESE PROGRAMS. THE RENTING WISE WORKSHOP IS TO HELP RENTERS GET INTO AND MAINTAIN DECENT AND AFFORDABLE HOUSING. THIS IS A GREAT PROGRAM FOR RENTERS WHO ARE STRUGGLING TO FIND HOUSING DUE TO BLEMISHES IN THEIR PAST RENTAL HISTORY. IT IS A GREAT OPPORTUNITY TO BECOME A MORE EDUCATED TENANT. A NUMBER OF ADDITIONAL SERVICES WERE OFFERED WITHIN THIS DEPARTMENT, INCLUDING THE PROVISION OF A VARIETY OF ESSENTIAL CARE KITS FOR PARTICIPANTS. 98 VARIOUS KITS WERE PROVIDED WHICH INCLUDED WELCOME HOME KITS FOR HOMELESS HOUSEHOLDS AS THEY MOVE INTO STABLE HOUSING AND INCLUDED CLEANING SUPPLIES/KITCHEN GOODS/NEW SHEETS/EMERGENCY FOOD KITS, BABY KITS, HYGIENE KITES, SLEEPING BAGS AND EMERGENCY COLD WEATHER KITS. COMMUNITY SERVICES BLOCK GRANT (CSBG) IS THE FUNDING THAT LINKS ALL AGENCY PROGRAMS AND PROVIDED SUPPORT FOR PROGRAMS THAT ARE NOT SELF- SUSTAINING ON THEIR OWN. THE AGENCY IS PART OF THE COMMUNITY ACTION PARTNERSHIP NETWORK THAT RECEIVES THIS FUNDING. ITS EFFORTS ARE FOCUSED ON COMMUNITY PARTNERSHIPS THAT PROMOTE INDIVIDUAL, FAMILY AND COMMUNITY SELF- SUFFICIENCY. DURING THE YEAR, CAPNM MADE OVER 702 REFERRALS TO OTHER NON- PROFITS/SERVICES IN OUR FOUR COUNTY SERVICE AREA. VOLUNTEERS CONTRIBUTED OVER 537 HOURS TO THE AGENCY IN 2018.
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0336920
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALARIES AND COMPENSATED ABSENCES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE AGENCY HAS MADE QUALIFYING LOANS WITH HOME PROGRAM FUNDS WHICH, IF COLLECTED, WILL BE DUE BACK TO THE MONTANA DEPARTMENT OF COMMERCE. THE AMOUNT OF THE LOANS ISSUED UNDER THE HOME PROGRAM WHICH POTENTIALLY MAY BE RECAPTURED FROM ELIGIBLE ACTIVITIES AND RETURNED TO THE MONTANA DEPARTMENT OF COMMERCE WAS 782,598 AND 849,360 AS OF DECEMBER 31, 2018 AND 2017, RESPECTIVELY. THE AGENCY IS ALSO THE CUSTODIAN FOR THE COURTYARD APARTMENTS, SOCIAL SECURITY PAYEES, MUTUAL SELF HELP FAMILIES FIDUCIARY CONSTRUCTION ACCOUNTS, AND AMOUNTS TO BE RETURNED TO VARIOUS GRANTING AGENCIES. THE BALANCES RELATED TO THESE SERVICES FLUCTUATE OVER THE COURSE OF THE YEAR AND MAY BE MINIMAL AT ANY GIVEN DATE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CAPNM IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE INCREASE IN NET ASSETS IS GENERALLY NOT SUBJECT TO TAXATION. NO PROVISION FOR INCOME TAX HAS BEEN RECORDED IN THESE FINANCIAL STATEMENTS BECAUSE CAPNM BELIEVES IT HAD NO SIGNIFICANT INCOME UNRELATED TO ITS TAX-EXEMPT PURPOSE IN 2018 OR 2017. WITH FEW EXCEPTIONS, CAPNMS INFORMATION RETURNS (I.R.S. FORM 990) ARE NOT SUBJECT TO EXAMINATION FOR FISCAL YEARS PRIOR TO 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02186489
IRS990ScheduleD/TotalLiabilityAmt0336920

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$9.01$7.43$6.12$5.48$0.64
2023Summary only. Only limited summary data is available for this year.$15.6$8.80$6.79$6.17$5.84$0.33
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$7.07$6.45$5.71$5.63$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$7.32$6.37$5.44$5.21$0.23
2020Summary only. Only limited summary data is available for this year.$10.7$5.50$5.24$4.79$4.42$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.52$3.32$3.20$4.37$4.63$0.26
2018Detailed filing. Detailed filing data is available for this year.$6.95$3.48$3.46$5.13$5.77$0.64
2018Summary only. Only limited summary data is available for this year.$6.95$3.48$3.46$5.13$5.77$0.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.81$2.70$4.10$5.21$4.84$0.37
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.89$3.15$3.74$4.10$4.57$0.47
2015Summary only. Only limited summary data is available for this year.$7.37$3.16$4.20$4.20$4.43$0.24
2014Summary only. Only limited summary data is available for this year.$7.07$2.54$4.53$4.29$4.69$0.40
2013Summary only. Only limited summary data is available for this year.$7.37$2.61$4.76$5.58$5.36$0.22
2012Summary only. Only limited summary data is available for this year.$7.74$3.20$4.54$6.43$5.91$0.51
2011Summary only. Only limited summary data is available for this year.$6.80$2.78$4.02$8.69$7.48$1.21