Liabilities / Assets
38th percentile
Higher debt load relative to assets than 38% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
38th percentile
Higher debt load relative to assets than 38% of similar nonprofits.
Liabilities / Revenue
24th percentile
Higher debt load relative to revenue than 24% of similar nonprofits.
Net Margin
42nd percentile
Higher net margin than 42% of similar nonprofits.
Top Officer Pay
67th percentile
Higher top officer pay than 67% of similar nonprofits.
Top officer pay equals 2.3% of source-year revenue.
Asset Growth
32nd percentile
Faster asset growth than 32% of similar nonprofits.
Revenue Growth
40th percentile
Faster revenue growth than 40% of similar nonprofits.
Assets
Down$4,393,926
Down $88,927 (-2.0%) from 2015
Net Assets
Up$3,997,418
Up $18,907 (+0.5%) from 2015
Liabilities
Down$396,508
Down $107,834 (-21%) from 2015
Revenue
Down$7,028,604
Down $15,191 (-0.2%) from 2015
Expenses
Up$7,009,697
Up $10,079 (+0.1%) from 2015
Net Income
Down$18,907
Down $25,270 (-57%) from 2015
To provide services and activities which promote increased economic opportunity and improve the general welfare for disadvantaged individuals, families, and the communities in which they live. To this end, capital opportunities has a special interest and focus with montana's rural communities. Montana's rural communities generally have limited services and activities of this kind, and are also generally most in need of these services and activities.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $3,531,088 | $3,119,951 | ▼ $411,137 |
| Accounts Receivable | $457,802 | $502,023 | ▲ $44,221 |
| Investments in Publicly Traded Securities | $262,664 | $280,834 | ▲ $18,170 |
| Land, Buildings, and Equipment, Net | $29,641 | $270,477 | ▲ $240,836 |
| Other Notes and Loans Receivable, Net | $200,000 | $204,187 | ▲ $4,187 |
| Prepaid Expenses and Deferred Charges | $1,258 | - | - |
| Cash and Non-Interest-Bearing Accounts | $400 | $600 | ▲ $200 |
| Total Assets | $4,482,853 | $4,393,926 | ▼ $88,927 |
| Other Assets Total | - | $15,854 | - |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $500,792 | $389,209 | ▼ $111,583 |
| Deferred Revenue | $3,550 | $7,299 | ▲ $3,749 |
| Total Liabilities | $504,342 | $396,508 | ▼ $107,834 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $3,978,511 | $3,997,418 | ▲ $18,907 |
| Total Net Assets Fund Balance | $3,978,511 | $3,997,418 | ▲ $18,907 |
| Total Liabilities and Net Assets / Fund Balance | $4,482,853 | $4,393,926 | ▼ $88,927 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Land | $250,149 | - | $250,149 |
| Equipment | $20,328 | $52,009 | $72,337 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Larry Dominick | Member / CEO | FT | $114,032 | $47,119 | $161,151 |
| Dawna Brinkel | CFO | - | $120,705 | $18,295 | $139,000 |
| Rosemarie Jones | COO | - | $114,180 | $23,514 | $137,694 |
| Carl Visser | Chairperson | PT | $28,130 | - | $28,130 |
| Jeffrey Rupp | Vice Chair | PT | $20,000 | - | $20,000 |
| Jim Morton | Treasurer | PT | $20,000 | - | $20,000 |
| Mary Martin | Member | PT | $15,000 | - | $15,000 |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $6,244,824 |
| Other Expenses | $753,373 |
| Grants and Similar Amounts Paid | $11,500 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $4,178,314 | $334,830 | - | $4,513,144 |
| Other Employee Benefits | $638,974 | $137,071 | - | $776,045 |
| Current Officers, Directors, Trustees, and Key Employees | - | $520,975 | - | $520,975 |
| Payroll Taxes | $342,038 | $34,014 | - | $376,052 |
| Travel | $129,936 | $7,023 | - | $136,959 |
| Occupancy | $79,362 | $46,594 | - | $125,956 |
| Office Expenses | $78,410 | $22,831 | - | $101,241 |
| Pension Plan Contributions | $56,447 | $2,161 | - | $58,608 |
| All Other Expenses | $6,972 | $38,392 | - | $45,364 |
| Insurance | - | $41,429 | - | $41,429 |
| Advertising | $23,109 | $1,780 | - | $24,889 |
| Other Expenses | $20,431 | $7,405 | - | $20,431 |
| Fees for Services Accounting | - | $15,925 | - | $15,925 |
| Grants to Domestic Individuals | $11,500 | - | - | $11,500 |
| Depreciation Depletion | $5,417 | $3,896 | - | $9,313 |
| Fees for Services Other | - | $9,185 | - | $9,185 |
| Fees for Services Legal | $3,776 | $130 | - | $3,906 |
| Total Functional Expenses | $5,778,641 | $1,231,056 | $0 | $7,009,697 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $7,009,697 |
| Total Expenses per Audited Statements | $7,009,697 |
| Total Expenses per Form 990 | $7,009,697 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Interested Party | Relationship | Description | Shared Revenue | Amount |
|---|---|---|---|---|
| - | Vice Chair | Land Purchase | No | $250,000 |
| - | Treasurer | Loan Receivable | No | $204,187 |
“Hrdc district ix hrdc district ix pres / ceo asset mngr key employees”
“The finance committee reviews the 990 and reports to board of directors. The board gives board treasurer authorization to sign the 990 when complete.”
“Officers, directors and key employees are required at any meeting to disclose any interest that could give rise to conflicts.”
“Compensation for the ceo is based on comparability information provided by third parties. The compensation process begins with the board assigning these tasks to the personnel committee. The personnel committee, after consideration of the information accumulated, reports to the board with recommendations regarding compensation items. The board of directors make the final decision on the recommendations of the personnel committee.”
“Compensation for the cfo and coo are based on comparability information provided by third parties. The compensation process begins with the board assigning these tasks to the personnel committee. The personnel committee, after consideration of the information accumulated, reports to the board with recommendations regarding compensation items. The board of directors make the final decision on the recommendations of the personnel committee.”
“Governing documents, conflict of interest policy, and forms 990 are available upon request at the organization's office.”
“To provide services and activities which promote increased economic opportunity and improve the general welfare for disadvantaged individuals, families, and the communities in which they live. To this end, capital opportunities has a special interest and focus with montana's rural communities. Montana's rural communities generally have limited services and activities of this kind, and are also generally most in need of these services and activities.”
“Continued from form 990, part iii, line 4a the provision of these services allows clients to remain in their own homes as long as it is safe and appropriate for them to do so. Personal care services are supervised by a professional nursing staff, and direct care is provided by attendants who deliver the bulk of these services are entry level health care employees. Capital opportunities provides activities and services to this entry level work force, pursuant to its charitable purpose which include advanced training and certification, educational assistance, and mentoring. Through a partnership with the service employees- union, capital opportunities empowers this entry level work force to increase the professionalism and economic opportunities of its employees. Capital opportunities also pursues its charitable purpose through other 'community development' activities. Currently the corporation is pursuing potential housing projects for elderly and disabled, as well as workforce housing for lower income individuals and families. Additionally, capital opportunities is also working on the development of an assisted living facility in the bozeman area which will also provide classroom training and an on the job training campus for direct caregivers. Capital opportunities also provides grants in the form of scholarships to students who express and interest in home health care, and who also intend to live and work in montana. The nursing scholarship program targets these scholarships to individuals from rural montana communities, with the goal that some of these students will eventually live and work in rural communities which are currently most affected by the lack of available health care professionals. The services and activities provided by capital opportunities are administered through a variety of subsidiary companies which include home care services, llc; advanced homecare institute of montana, llc; and headwaters community development, llc. The services and activities of these subsidiary companies are supervised by individual officers and directors of the corporation.”
“Provisions for income taxes have not been recorded in these consolidated financial statements because the corporation believes it had no income unrelated to its exempt purposes in 2016 or 2015. With few exceptions, the corporation is no longer subject to u.s. Federal or state tax examinations by tax authorities for years before 2013.”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 500792 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 389209 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 457802 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 502023 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE SERVICES AND ACTIVITIES WHICH PROMOTE INCREASED ECONOMIC OPPORTUNITY AND IMPROVE THE GENERAL WELFARE FOR DISADVANTAGED INDIVIDUALS, FAMILIES, AND THE COMMUNITIES IN WHICH THEY LIVE. TO THIS END, CAPITAL OPPORTUNITIES HAS A SPECIAL INTEREST AND FOCUS WITH MONTANA'S RURAL COMMUNITIES. MONTANA'S RURAL COMMUNITIES GENERALLY HAVE LIMITED SERVICES AND ACTIVITIES OF THIS KIND, AND ARE ALSO GENERALLY MOST IN NEED OF THESE SERVICES AND ACTIVITIES. |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 1780 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 23109 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 24889 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 38392 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 6972 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 45364 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | LARRY DOMINICK |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4065821680 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 321 E MAIN ST STE 210 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | BOZEMAN |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MT |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 597710122 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | true |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 400 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 600 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 520975 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 520975 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | true |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 11500 |
| IRS990/CYInvestmentIncomeAmt | 0 | 32340 |
| IRS990/CYOtherExpensesAmt | 0 | 753373 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 6996264 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 18907 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 6244824 |
| IRS990/CYTotalExpensesAmt | 0 | 7009697 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 7028604 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 3550 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 7299 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 3896 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 5417 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 9313 |
| IRS990/Desc | 0 | CAPITAL OPPORTUNITIES, INC., IS A MONTANA NON-PROFIT CORPORATION ESTABLISHED TO PROVIDE 'COMMUNITY DEVELOPMENT' SERVICES AND ACTIVITIES THROUGHOUT THE STATE OF MONTANA. THESE SERVICES AND ACTIVITIES SERVE TO FURTHER THE CORPORATION'S CHARITABLE PURPOSE OF ECONOMIC OPPORTUNITY AND PROMOTING THE GENERAL WELFARE OF INDIVIDUALS, FAMILIES, AND COMMUNITIES. CURRENTLY CAPITAL OPPORTUNITIES MAINTAINS TEN (10) OFFICES, MOSTLY IN RURAL MONTANA COMMUNITIES. THE MAJOR SERVICE PROVIDED BY THE CORPORATION IS HOME HEALTH CARE. PERSONAL CARE AND PRIVATE DUTY NURSING SERVICES ARE PROVIDED TO ELDERLY, DISABLED AND RECUPERATING INDIVIDUALS. CONTINUED ON SCHEDULE O CONTINUED FROM FORM 990, PART III, LINE 4A THE PROVISION OF THESE SERVICES ALLOWS CLIENTS TO REMAIN IN THEIR OWN HOMES AS LONG AS IT IS SAFE AND APPROPRIATE FOR THEM TO DO SO. PERSONAL CARE SERVICES ARE SUPERVISED BY A PROFESSIONAL NURSING STAFF, AND DIRECT CARE IS PROVIDED BY ATTENDANTS WHO DELIVER THE BULK OF THESE SERVICES ARE ENTRY LEVEL HEALTH CARE EMPLOYEES. CAPITAL OPPORTUNITIES PROVIDES ACTIVITIES AND SERVICES TO THIS ENTRY LEVEL WORK FORCE, PURSUANT TO ITS CHARITABLE PURPOSE WHICH INCLUDE ADVANCED TRAINING AND CERTIFICATION, EDUCATIONAL ASSISTANCE, AND MENTORING. THROUGH A PARTNERSHIP WITH THE SERVICE EMPLOYEES- UNION, CAPITAL OPPORTUNITIES EMPOWERS THIS ENTRY LEVEL WORK FORCE TO INCREASE THE PROFESSIONALISM AND ECONOMIC OPPORTUNITIES OF ITS EMPLOYEES. CAPITAL OPPORTUNITIES ALSO PURSUES ITS CHARITABLE PURPOSE THROUGH OTHER 'COMMUNITY DEVELOPMENT' ACTIVITIES. CURRENTLY THE CORPORATION IS PURSUING POTENTIAL HOUSING PROJECTS FOR ELDERLY AND DISABLED, AS WELL AS WORKFORCE HOUSING FOR LOWER INCOME INDIVIDUALS AND FAMILIES. ADDITIONALLY, CAPITAL OPPORTUNITIES IS ALSO WORKING ON THE DEVELOPMENT OF AN ASSISTED LIVING FACILITY IN THE BOZEMAN AREA WHICH WILL ALSO PROVIDE CLASSROOM TRAINING AND AN ON THE JOB TRAINING CAMPUS FOR DIRECT CAREGIVERS. CAPITAL OPPORTUNITIES ALSO PROVIDES GRANTS IN THE FORM OF SCHOLARSHIPS TO STUDENTS WHO EXPRESS AND INTEREST IN HOME HEALTH CARE, AND WHO ALSO INTEND TO LIVE AND WORK IN MONTANA. THE NURSING SCHOLARSHIP PROGRAM TARGETS THESE SCHOLARSHIPS TO INDIVIDUALS FROM RURAL MONTANA COMMUNITIES, WITH THE GOAL THAT SOME OF THESE STUDENTS WILL EVENTUALLY LIVE AND WORK IN RURAL COMMUNITIES WHICH ARE CURRENTLY MOST AFFECTED BY THE LACK OF AVAILABLE HEALTH CARE PROFESSIONALS. THE SERVICES AND ACTIVITIES PROVIDED BY CAPITAL OPPORTUNITIES ARE ADMINISTERED THROUGH A VARIETY OF SUBSIDIARY COMPANIES WHICH INCLUDE HOME CARE SERVICES, LLC; ADVANCED HOMECARE INSTITUTE OF MONTANA, LLC; AND HEADWATERS COMMUNITY DEVELOPMENT, LLC. THE SERVICES AND ACTIVITIES OF THESE SUBSIDIARY COMPANIES ARE SUPERVISED BY INDIVIDUAL OFFICERS AND DIRECTORS OF THE CORPORATION. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | true |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 471 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 5778641 |
| IRS990/FamilyOrBusinessRlnInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 15925 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 15925 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 130 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 3776 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 3906 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 9185 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 9185 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 8.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 27119 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 18295 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 23514 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | CARL VISSER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JIM MORTON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MARY MARTIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JEFFREY RUPP |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | LARRY DOMINICK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | DAWNA BRINKEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | ROSEMARIE JONES |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 28130 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 20000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 15000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 20000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 134032 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 120705 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 114180 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRPERSON |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | VICE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | MEMBER / CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | CFO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | COO |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1994 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantAmt | 0 | 11500 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 11500 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 11500 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 7028604 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 5 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 41429 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 41429 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 28133 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 4207 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 32340 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 262664 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 280834 |
| IRS990/IRPDocumentCnt | 0 | 12 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 52009 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 29641 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 270477 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 322486 |
| IRS990/LegalDomicileStateCd | 0 | MT |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO PROVIDE SERVICES AND ACTIVITIES WHICH PROMOTE INCREASED ECONOMIC OPPORTUNITY AND IMPROVE THE GENERAL WELFARE FOR DISADVANTAGED INDIVIDUALS, FAMILIES, AND THE COMMUNITIES IN WHICH THEY LIVE. TO THIS END, CAPITAL OPPORTUNITIES HAS A SPECIAL INTEREST AND FOCUS WITH MONTANA'S RURAL COMMUNITIES. MONTANA'S RURAL COMMUNITIES GENERALLY HAVE LIMITED SERVICES AND ACTIVITIES OF THIS KIND, AND ARE ALSO GENERALLY MOST IN NEED OF THESE SERVICES AND ACTIVITIES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 3978511 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 3997418 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 46594 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 79362 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 125956 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 22831 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 78410 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 101241 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 15854 |
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| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 621610 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | CONTRACT REVENUE |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PERSONAL CARE - INSURANCE |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | PERSONAL CARE - BONUS EARNS |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | MISCELLANEOUS & REFUNDS REC'D |
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| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | PROVISIONS FOR INCOME TAXES HAVE NOT BEEN RECORDED IN THESE CONSOLIDATED FINANCIAL STATEMENTS BECAUSE THE CORPORATION BELIEVES IT HAD NO INCOME UNRELATED TO ITS EXEMPT PURPOSES IN 2016 OR 2015. WITH FEW EXCEPTIONS, THE CORPORATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2013. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 3, PART X |
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| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 7009697 |
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| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | EDUCATION SCHOLARSHIP |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 9 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | FIVE 1,500 SCHOLARSHIPS AND FOUR 1,000 SCHOLARSHIPS WERE AWARDED IN 2016 TO APPLICANTS WHO SUCCESSFULLY COMPLETED THE APPLICATION PROCESS AND MET SPECIFIC CRITERIA. THE SCHOLARSHIPS ARE PAID DIRECTLY TO EACH APPLICANT'S UNIVERSITY. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE I, PAGE 1, PART I, LINE 2 |
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| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | false |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | MEMBER / CEO |
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| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt | 0 | HRC COTTAGES LLC |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt | 1 | HRDC OF DISTRICT IX INC |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt | 0 | TREASURER |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt | 1 | VICE CHAIR |
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| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd | 1 | false |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt | 0 | 204187 |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt | 1 | 250000 |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc | 0 | LOAN RECEIVABLE |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc | 1 | LAND PURCHASE |
| IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt | 0 | IN DECEMBER OF 2015, THE CORPORATION LOANED 200,000 TO A NONPROFIT ORGANIZATION THAT IS MANAGED BY A BOARD MEMBER OF THE ORGANIZATION. TERMS OF THE LOAN INCLUDE AN ANNUAL INTEREST RATE OF 2 PERCENT, WITH PAYMENTS DEFERRED UNTIL NOVEMBER 2017, AT WHICH TIME THE BORROWER WILL PAY TWO MONTHLY PAYMENTS OF 2,344, DUE ON OR BEFORE DECEMBER 1, 2017, AND A LIKE SUM ON THE FIRST DAY OF EACH SUBSEQUENT MONTH UNTIL DECEMBER 1, 2025, WHEN THE ENTIRE UNPAID PRINCIPAL AND ACCRUED-BUT-UNPAID INTEREST AMOUNT WILL BE DUE AND PAYABLE. THE LOAN IS SECURED BY AN INTEREST IN REAL PROPERTY. THE DECEMBER 31, 2016, BALANCE INCLUDES INTEREST ACCRUED ON THE LOAN. IN DECEMBER 2016, THE CORPORATION PURCHASED LAND FOR 250,000 FROM A NONPROFIT ORGANIZATION PREVIOUSLY MANAGED BY A BOARD MEMBER OF THE CORPORATION. THE PROPERTY IS LOCATED IN BELGRADE, MONTANA. THE LAND IS CURRENTLY BEING DEVELOPED AS AN ADMINISTRATIVE OPERATIONS CENTER AND CORPORATE HEADQUARTERS. |
| IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE L, PART V |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | TO PROVIDE SERVICES AND ACTIVITIES WHICH PROMOTE INCREASED ECONOMIC OPPORTUNITY AND IMPROVE THE GENERAL WELFARE FOR DISADVANTAGED INDIVIDUALS, FAMILIES, AND THE COMMUNITIES IN WHICH THEY LIVE. TO THIS END, CAPITAL OPPORTUNITIES HAS A SPECIAL INTEREST AND FOCUS WITH MONTANA'S RURAL COMMUNITIES. MONTANA'S RURAL COMMUNITIES GENERALLY HAVE LIMITED SERVICES AND ACTIVITIES OF THIS KIND, AND ARE ALSO GENERALLY MOST IN NEED OF THESE SERVICES AND ACTIVITIES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CONTINUED FROM FORM 990, PART III, LINE 4A THE PROVISION OF THESE SERVICES ALLOWS CLIENTS TO REMAIN IN THEIR OWN HOMES AS LONG AS IT IS SAFE AND APPROPRIATE FOR THEM TO DO SO. PERSONAL CARE SERVICES ARE SUPERVISED BY A PROFESSIONAL NURSING STAFF, AND DIRECT CARE IS PROVIDED BY ATTENDANTS WHO DELIVER THE BULK OF THESE SERVICES ARE ENTRY LEVEL HEALTH CARE EMPLOYEES. CAPITAL OPPORTUNITIES PROVIDES ACTIVITIES AND SERVICES TO THIS ENTRY LEVEL WORK FORCE, PURSUANT TO ITS CHARITABLE PURPOSE WHICH INCLUDE ADVANCED TRAINING AND CERTIFICATION, EDUCATIONAL ASSISTANCE, AND MENTORING. THROUGH A PARTNERSHIP WITH THE SERVICE EMPLOYEES- UNION, CAPITAL OPPORTUNITIES EMPOWERS THIS ENTRY LEVEL WORK FORCE TO INCREASE THE PROFESSIONALISM AND ECONOMIC OPPORTUNITIES OF ITS EMPLOYEES. CAPITAL OPPORTUNITIES ALSO PURSUES ITS CHARITABLE PURPOSE THROUGH OTHER 'COMMUNITY DEVELOPMENT' ACTIVITIES. CURRENTLY THE CORPORATION IS PURSUING POTENTIAL HOUSING PROJECTS FOR ELDERLY AND DISABLED, AS WELL AS WORKFORCE HOUSING FOR LOWER INCOME INDIVIDUALS AND FAMILIES. ADDITIONALLY, CAPITAL OPPORTUNITIES IS ALSO WORKING ON THE DEVELOPMENT OF AN ASSISTED LIVING FACILITY IN THE BOZEMAN AREA WHICH WILL ALSO PROVIDE CLASSROOM TRAINING AND AN ON THE JOB TRAINING CAMPUS FOR DIRECT CAREGIVERS. CAPITAL OPPORTUNITIES ALSO PROVIDES GRANTS IN THE FORM OF SCHOLARSHIPS TO STUDENTS WHO EXPRESS AND INTEREST IN HOME HEALTH CARE, AND WHO ALSO INTEND TO LIVE AND WORK IN MONTANA. THE NURSING SCHOLARSHIP PROGRAM TARGETS THESE SCHOLARSHIPS TO INDIVIDUALS FROM RURAL MONTANA COMMUNITIES, WITH THE GOAL THAT SOME OF THESE STUDENTS WILL EVENTUALLY LIVE AND WORK IN RURAL COMMUNITIES WHICH ARE CURRENTLY MOST AFFECTED BY THE LACK OF AVAILABLE HEALTH CARE PROFESSIONALS. THE SERVICES AND ACTIVITIES PROVIDED BY CAPITAL OPPORTUNITIES ARE ADMINISTERED THROUGH A VARIETY OF SUBSIDIARY COMPANIES WHICH INCLUDE HOME CARE SERVICES, LLC; ADVANCED HOMECARE INSTITUTE OF MONTANA, LLC; AND HEADWATERS COMMUNITY DEVELOPMENT, LLC. THE SERVICES AND ACTIVITIES OF THESE SUBSIDIARY COMPANIES ARE SUPERVISED BY INDIVIDUAL OFFICERS AND DIRECTORS OF THE CORPORATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | HRDC DISTRICT IX HRDC DISTRICT IX PRES / CEO ASSET MNGR KEY EMPLOYEES |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE FINANCE COMMITTEE REVIEWS THE 990 AND REPORTS TO BOARD OF DIRECTORS. THE BOARD GIVES BOARD TREASURER AUTHORIZATION TO SIGN THE 990 WHEN COMPLETE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED AT ANY MEETING TO DISCLOSE ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | COMPENSATION FOR THE CEO IS BASED ON COMPARABILITY INFORMATION PROVIDED BY THIRD PARTIES. THE COMPENSATION PROCESS BEGINS WITH THE BOARD ASSIGNING THESE TASKS TO THE PERSONNEL COMMITTEE. THE PERSONNEL COMMITTEE, AFTER CONSIDERATION OF THE INFORMATION ACCUMULATED, REPORTS TO THE BOARD WITH RECOMMENDATIONS REGARDING COMPENSATION ITEMS. THE BOARD OF DIRECTORS MAKE THE FINAL DECISION ON THE RECOMMENDATIONS OF THE PERSONNEL COMMITTEE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | COMPENSATION FOR THE CFO AND COO ARE BASED ON COMPARABILITY INFORMATION PROVIDED BY THIRD PARTIES. THE COMPENSATION PROCESS BEGINS WITH THE BOARD ASSIGNING THESE TASKS TO THE PERSONNEL COMMITTEE. THE PERSONNEL COMMITTEE, AFTER CONSIDERATION OF THE INFORMATION ACCUMULATED, REPORTS TO THE BOARD WITH RECOMMENDATIONS REGARDING COMPENSATION ITEMS. THE BOARD OF DIRECTORS MAKE THE FINAL DECISION ON THE RECOMMENDATIONS OF THE PERSONNEL COMMITTEE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORMS 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 2, PART III, LINE 4A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 15B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt | 0 | CAPITAL OP |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt | 1 | CAPITAL OP |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt | 2 | CAPITAL OP |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt | 3 | CAPITAL OP |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | HOME CARE SERVICES LLC |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | ADVANCED HOME CARE INSTITUTE LLC |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt | 2 | HEADWATERS COMMUNITY DEVELOPMENT |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt | 3 | SELWAY COMMUNITY DEVELOPMENT LLC |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine2Txt | 0 | LLC |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN | 0 | 471844286 |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN | 1 | 464615305 |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN | 2 | 471858023 |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN | 3 | 384005036 |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt | 0 | 855804 |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt | 1 | 418885 |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt | 2 | 491400 |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt | 3 | 200020 |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd | 0 | MT |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd | 1 | MT |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd | 2 | MT |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd | 3 | MT |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt | 0 | HEALTHCARE |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt | 1 | EDUCATION |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt | 2 | COMMDEVELO |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt | 3 | HOUSING |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt | 0 | 6995908 |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt | 1 | 1072 |
| IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt | 2 | 1638 |
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Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.