Civic Intelligence

Capital Opportunities Inc.

990 • Fiscal year 2017 • EIN 81-0497313

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 12, 2018

PO Box 900Belgrade, MT 59714

(406) 582-1680

Siviq Scores

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

Liabilities / Assets

39th percentile

0.09x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.06x

Higher debt load relative to revenue than 25% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

43rd percentile

1.1%

Higher net margin than 43% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

59th percentile

$140,410

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

41st percentile

1.5%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-1.6%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$4,461,051

Up $67,125 (+1.5%) from 2016

Net Assets

Up

$4,070,470

Up $73,052 (+1.8%) from 2016

Liabilities

Down

$390,581

Down $5,927 (-1.5%) from 2016

Revenue

Down

$6,917,198

Down $111,406 (-1.6%) from 2016

Expenses

Down

$6,844,146

Down $165,551 (-2.4%) from 2016

Net Income

Up

$73,052

Up $54,145 (+286%) from 2016

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: $4,113,410Liabilities 2010: $444,207Net Assets 2010: $3,669,2032010Assets 2011: $4,377,914Liabilities 2011: $483,843Net Assets 2011: $3,894,0712011Assets 2012: $4,466,357Liabilities 2012: $517,237Net Assets 2012: $3,949,1202012Assets 2013: $4,462,406Liabilities 2013: $495,652Net Assets 2013: $3,966,7542013Assets 2014: $4,465,712Liabilities 2014: $514,473Net Assets 2014: $3,951,2392014Assets 2015: $4,482,853Liabilities 2015: $504,342Net Assets 2015: $3,978,5112015Assets 2016: $4,393,926Liabilities 2016: $396,508Net Assets 2016: $3,997,4182016Assets 2017: $4,461,051Liabilities 2017: $390,581Net Assets 2017: $4,070,4702017Assets 2018: $4,188,631Liabilities 2018: $425,231Net Assets 2018: $3,763,4002018Assets 2019: $4,061,014Liabilities 2019: $477,731Net Assets 2019: $3,583,2832019Assets 2020: $4,282,991Liabilities 2020: $594,691Net Assets 2020: $3,688,3002020Assets 2021: $4,911,493Liabilities 2021: $986,760Net Assets 2021: $3,924,7332021Assets 2022: $4,922,140Liabilities 2022: $1,206,841Net Assets 2022: $3,715,2992022Assets 2023: $4,800,485Liabilities 2023: $970,167Net Assets 2023: $3,830,3182023Assets 2024: $4,648,172Liabilities 2024: $926,419Net Assets 2024: $3,721,7532024

Highlighted filing

2017

Assets$4,461,051
Liabilities$390,581
Net Assets$4,070,470

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $8,591,1122010Expenses 2011: $8,492,4652011Expenses 2012: $8,215,8692012Revenue 2013: $7,746,607Expenses 2013: $7,730,227Net Income 2013: $16,3802013Revenue 2014: $7,448,204Expenses 2014: $7,469,111Net Income 2014: -$20,9072014Revenue 2015: $7,043,795Expenses 2015: $6,999,618Net Income 2015: $44,1772015Revenue 2016: $7,028,604Expenses 2016: $7,009,697Net Income 2016: $18,9072016Revenue 2017: $6,917,198Expenses 2017: $6,844,146Net Income 2017: $73,0522017Revenue 2018: $6,104,110Expenses 2018: $6,363,561Net Income 2018: -$259,4512018Revenue 2019: $6,701,343Expenses 2019: $6,937,977Net Income 2019: -$236,6342019Revenue 2020: $7,069,569Expenses 2020: $6,987,203Net Income 2020: $82,3662020Revenue 2021: $7,239,279Expenses 2021: $7,089,995Net Income 2021: $149,2842021Revenue 2022: $6,955,187Expenses 2022: $7,128,238Net Income 2022: -$173,0512022Revenue 2023: $8,011,071Expenses 2023: $7,899,055Net Income 2023: $112,0162023Revenue 2024: $9,336,090Expenses 2024: $9,448,972Net Income 2024: -$112,8822024

Highlighted filing

2017

Revenue$6,917,198
Expenses$6,844,146
Net Income$73,052
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 12, 2018
Return Version
2017v2.3
Gross Receipts
$6,917,198
Mission and Program Overview

Mission

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.

To provide services and activities which promote increased living opportunity and improve the general welfare for disadvantaged individuals, families, and the communities in which they live.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,119,951$2,057,145▼ $1,062,806
Accounts Receivable$502,023$440,487▼ $61,536
Investments in Publicly Traded Securities$280,834$288,559▲ $7,725
Land, Buildings, and Equipment, Net$270,477$272,465▲ $1,988
Other Notes and Loans Receivable, Net$204,187$208,155▲ $3,968
Cash and Non-Interest-Bearing Accounts$600$90,000▲ $89,400
Total Assets$4,393,926$4,461,051▲ $67,125
Other Assets Total$15,854$1,104,240▲ $1,088,386
Liabilities
Accounts Payable and Accrued Expenses$389,209$394,533▲ $5,324
Deferred Revenue$7,299$-3,952▼ $11,251
Total Liabilities$396,508$390,581▼ $5,927
Net Assets / Fund Balance
Unrestricted Net Assets$3,997,418$4,070,470▲ $73,052
Total Net Assets Fund Balance$3,997,418$4,070,470▲ $73,052
Total Liabilities and Net Assets / Fund Balance$4,393,926$4,461,051▲ $67,125

Asset Categories

AssetBook ValueDepreciationBasis
Land$250,149-$250,149
Equipment$22,316$14,167$36,483
Other Assets Org$1,104,240--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dawna BrinkelCEOFT$122,101$18,309$140,410
Rosemarie JonesCOOFT$112,791$17,637$130,428
Larry DominickMember/presiPT$78,869$23,265$102,134
Carl VisserChairpersonPT$28,610-$28,610
Jeffrey RuppVice ChairPT$20,000-$20,000
Jim MortonSecretary/trPT$20,000-$20,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,885,781
Investment Income
$31,417
Other Revenue
$0
Change in Net Assets
$73,052

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,917,198
Total Revenue per Audited Statements
$6,917,198
Total Revenue per Form 990
$6,917,198
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,109,736
Other Expenses$723,410
Grants and Similar Amounts Paid$11,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,098,694$381,806-$4,480,500
Other Employee Benefits$714,620$76,443-$791,063
Current Officers, Directors, Trustees, and Key Employees-$441,582-$441,582
Payroll Taxes$319,802$52,831-$372,633
Travel$126,566$12,629-$139,195
Occupancy$71,454$61,498-$132,952
Office Expenses$73,326$23,500-$96,826
Insurance$38,469$5,567-$44,036
All Other Expenses$21,331$21,651-$42,982
Pension Plan Contributions$11,929$12,029-$23,958
Advertising$18,929$15-$18,944
Fees for Services Accounting$8,825$8,825-$17,650
Other Expenses$11,828$3,301-$15,129
Grants to Domestic Individuals$11,000--$11,000
Fees for Services Other-$10,028-$10,028
Fees for Services Legal$1,037$5,129-$6,166
Depreciation Depletion$5,417--$5,417
Total Functional Expenses$5,720,919$1,123,227$0$6,844,146

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,844,146
Total Expenses per Audited Statements$6,844,146
Total Expenses per Form 990$6,844,146
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Vice ChairLand PurchaseNo$250,000
-ChairLoan ReceivableNo$208,155
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
Yes
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 finance committee reviews the 990 and reports to board of directors. The board gives the board treasurer authorization to sign the 990 when complete.

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

Officers, directors and key employees are required to disclose at any meeting any interest that could give rise to conflicts.

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

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.

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

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.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy, and forms 990 are available upon request at the organization's office.

Filing and Contact Details

Filer

Filer Name
Capital Opportunities Inc
EIN
81-0497313
Phone
4065821680
Address
PO BOX 900, BELGRADE, MT 59714

Signing Officer

Name
Carl Visser
Title
Chairperson
Phone
4065821680
Signed
2018-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawna Brinkel
Formed
1994
Legal Domicile
Mt
Voting Board Members
4
Independent Board Members
4
Employees
494

Preparer

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

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide services 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.

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

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.

Financial Statement Notes

Schedule D, Page 3, Part X

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 2017 or 2016. With few exceptions, the corporation is no longer subject to u.s. Federal or state income tax examinations by tax authorities for years before 2014.

Raw XML AppendixShowing 400 of 483 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0389209
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0394533
IRS990/AccountsReceivableGrp/BOYAmt0502023
IRS990/AccountsReceivableGrp/EOYAmt0440487
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SERVICES AND ACTIVITIES WHICH PROMOTE INCREASED LIVING OPPORTUNITY AND IMPROVE THE GENERAL WELFARE FOR DISADVANTAGED INDIVIDUALS, FAMILIES, AND THE COMMUNITIES IN WHICH THEY LIVE.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt015
IRS990/AdvertisingGrp/ProgramServicesAmt018929
IRS990/AdvertisingGrp/TotalAmt018944
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt021651
IRS990/AllOtherExpensesGrp/ProgramServicesAmt021331
IRS990/AllOtherExpensesGrp/TotalAmt042982
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0KAREN TURNER
IRS990/BooksInCareOfDetail/PhoneNum04065821680
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 900
IRS990/BooksInCareOfDetail/USAddress/CityNm0BELGRADE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059714
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0600
IRS990/CashNonInterestBearingGrp/EOYAmt090000
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0441582
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0441582
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt011000
IRS990/CYInvestmentIncomeAmt031417
IRS990/CYOtherExpensesAmt0723410
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt06885781
IRS990/CYRevenuesLessExpensesAmt073052
IRS990/CYSalariesCompEmpBnftPaidAmt06109736
IRS990/CYTotalExpensesAmt06844146
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06917198
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt07299
IRS990/DeferredRevenueGrp/EOYAmt0-3952
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt05417
IRS990/DepreciationDepletionGrp/TotalAmt05417
IRS990/Desc0CAPITAL 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/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0494
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt05720919
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08825
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt08825
IRS990/FeesForServicesAccountingGrp/TotalAmt017650
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05129
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01037
IRS990/FeesForServicesLegalGrp/TotalAmt06166
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt010028
IRS990/FeesForServicesOtherGrp/TotalAmt010028
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt06.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt16.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt28.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt320.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt323265
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt418309
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt517637
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM MORTON
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFFREY RUPP
IRS990/Form990PartVIISectionAGrp/PersonNm2CARL VISSER
IRS990/Form990PartVIISectionAGrp/PersonNm3LARRY DOMINICK
IRS990/Form990PartVIISectionAGrp/PersonNm4DAWNA BRINKEL
IRS990/Form990PartVIISectionAGrp/PersonNm5ROSEMARIE JONES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt020000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt228610
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt378869
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4122101
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5112791
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER/PRESI
IRS990/Form990PartVIISectionAGrp/TitleTxt4CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt5COO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt011000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt011000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt011000
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt06917198
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05567
IRS990/InsuranceGrp/ProgramServicesAmt038469
IRS990/InsuranceGrp/TotalAmt044036
IRS990/InvestmentIncomeGrp/ExclusionAmt027610
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt03807
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt031417
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0280834
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0288559
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014167
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0270477
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0272465
IRS990/LandBldgEquipCostOrOtherBssAmt0286632
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03997418
IRS990/NetAssetsOrFundBalancesEOYAmt04070470
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt061498
IRS990/OccupancyGrp/ProgramServicesAmt071454
IRS990/OccupancyGrp/TotalAmt0132952
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt023500
IRS990/OfficeExpensesGrp/ProgramServicesAmt073326
IRS990/OfficeExpensesGrp/TotalAmt096826
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt015854
IRS990/OtherAssetsTotalGrp/EOYAmt01104240
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt076443
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0714620
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0791063
IRS990/OtherExpensesGrp/Desc0WORKERS COMPENSATION INS
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2EDUCATION PROGRAMS
IRS990/OtherExpensesGrp/Desc3TRAINING & STAFFING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02796
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13597
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23301
IRS990/OtherExpensesGrp/ProgramServicesAmt0153574
IRS990/OtherExpensesGrp/ProgramServicesAmt117476
IRS990/OtherExpensesGrp/ProgramServicesAmt216642
IRS990/OtherExpensesGrp/ProgramServicesAmt311828
IRS990/OtherExpensesGrp/TotalAmt0156370
IRS990/OtherExpensesGrp/TotalAmt121073
IRS990/OtherExpensesGrp/TotalAmt216642
IRS990/OtherExpensesGrp/TotalAmt315129
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0381806
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04098694
IRS990/OtherSalariesAndWagesGrp/TotalAmt04480500
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0204187
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0208155
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt052831
IRS990/PayrollTaxesGrp/ProgramServicesAmt0319802
IRS990/PayrollTaxesGrp/TotalAmt0372633
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012029
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011929
IRS990/PensionPlanContributionsGrp/TotalAmt023958
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DAWNA BRINKEL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/BusinessCd1621610
IRS990/ProgramServiceRevenueGrp/BusinessCd2621610
IRS990/ProgramServiceRevenueGrp/BusinessCd3621610
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1PERSONAL CARE - INSURANCE
IRS990/ProgramServiceRevenueGrp/Desc2PERSONAL CARE - BONUS EARNS
IRS990/ProgramServiceRevenueGrp/Desc3MISCELLANEOUS & REFUNDS REC'D
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06026655
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1617796
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2240964
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3366
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06026655
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1617796
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2240964
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3366
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt011500
IRS990/PYInvestmentIncomeAmt032340
IRS990/PYOtherExpensesAmt0753373
IRS990/PYProgramServiceRevenueAmt06996264
IRS990/PYRevenuesLessExpensesAmt018907
IRS990/PYSalariesCompEmpBnftPaidAmt06244824
IRS990/PYTotalExpensesAmt07009697
IRS990/PYTotalRevenueAmt07028604
IRS990/ReconcilationRevenueExpnssAmt073052
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt06885781
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03119951
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02057145
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt027610
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt028133
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt018337
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013778
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05386
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt093244
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06889588
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07000471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07025458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07434426
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07741221
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt036091164
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt027610
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt028133
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018337
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013778
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05386
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt093244
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99740
IRS990ScheduleA/PublicSupportPY509Pct00.99800
IRS990ScheduleA/PublicSupportTotal509Amt036091164
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06889588
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07000471
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07025458
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07434426
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07741221
IRS990ScheduleA/Total509Grp/TotalAmt036091164
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06917198
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07028604
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07043795
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07448204
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07746607
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt036184408
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt022316
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014167
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt036483
IRS990ScheduleD/ExpensesSubtotalAmt06844146
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0250149
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0250149
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01104240
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONSTRUCTION IN PROGRESS
IRS990ScheduleD/RevenueSubtotalAmt06917198
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROVISIONS 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 2017 OR 2016. WITH FEW EXCEPTIONS, THE CORPORATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0272465
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01104240
IRS990ScheduleD/TotalExpensesPerForm990Amt06844146
IRS990ScheduleD/TotalRevenuePerForm990Amt06917198
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06917198
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06844146
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt011000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATION SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FOUR 2,000 SCHOLARSHIPS AND THREE 1,000 SCHOLARSHIPS WERE AWARDED IN 2017 TO APPLICANTS WHO SUCCESSFULLY COMPLETED THE APPLICATION PROCESS AND MET SPECIFIC CRITERIA. THE SCHOLARSHIPS ARE PAID DIRECTLY TO EACH APPLICANT'S UNIVERSITY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0HRC COTTAGES LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1HRDC OF DISTRICT IX INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0CHAIR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1VICE CHAIR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0208155
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt1250000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0LOAN RECEIVABLE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1LAND PURCHASE
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0IN 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 CORPORATION RECEIVED FULL PAYMENT OF THE LOAN IN JANUARY OF 2018. 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. DURING 2017 AND EARLY 2018, THE LAND WAS DEVELOPED AS AN ADMINISTRATIVE OPERATIONS CENTER AND CORPORATE HEADQUARTERS. THE NEW FACILITY WAS PLACED IN SERVICE IN FEBRUARY 2018.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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/ExplanationTxt1CONTINUED 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/ExplanationTxt2THE FINANCE COMMITTEE REVIEWS THE 990 AND REPORTS TO BOARD OF DIRECTORS. THE BOARD GIVES THE BOARD TREASURER AUTHORIZATION TO SIGN THE 990 WHEN COMPLETE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE AT ANY MEETING ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION 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/ExplanationTxt5COMPENSATION 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/ExplanationTxt6GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORMS 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0CAPITAL OP
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt1CAPITAL OP
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt2CAPITAL OP
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt3CAPITAL OP
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0HOME CARE SERVICES LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt1ADVANCED HOME CARE INSTITUTE LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt2HEADWATERS COMMUNITY DEVELOPMENT
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt3SELWAY COMMUNITY DEVELOPMENT LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine2Txt0LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0471844286
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN1464615305
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN2471858023
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN3384005036
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt01131683
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt1392557
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt2143936
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt3201732
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd1MT
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd2MT
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd3MT
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0HEALTHCARE
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1EDUCATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt2COMMDEVELO
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt3HOUSING
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt06903686
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt11795
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt23118
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt31732
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0321 E MAIN ST SUITE 215
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt1321 E MAIN ST SUITE 215
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt2321 E MAIN ST SUITE 215
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt3321 E MAIN ST SUITE 215
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0BOZEMAN
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm1BOZEMAN
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm2BOZEMAN
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm3BOZEMAN
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd1MT
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd2MT
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd3MT
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd059715
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd159715
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd259715
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd359715
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.65$0.93$3.72$9.34$9.45$0.11
2023Detailed filing. Detailed filing data is available for this year.$4.80$0.97$3.83$8.01$7.90$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.92$1.21$3.72$6.96$7.13$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.91$0.99$3.92$7.24$7.09$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.28$0.59$3.69$7.07$6.99$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.06$0.48$3.58$6.70$6.94$0.24
2018Detailed filing. Detailed filing data is available for this year.$4.19$0.43$3.76$6.10$6.36$0.26
2017Detailed filing. Detailed filing data is available for this year.$4.46$0.39$4.07$6.92$6.84$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.39$0.40$4.00$7.03$7.01$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.48$0.50$3.98$7.04$7.00$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.47$0.51$3.95$7.45$7.47$0.02
2013Detailed filing. Detailed filing data is available for this year.$4.46$0.50$3.97$7.75$7.73$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.47$0.52$3.95$8.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.38$0.48$3.89$8.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.11$0.44$3.67$8.59