Liabilities / Assets
95th percentile
Higher debt load relative to assets than 95% of similar nonprofits.
EIN 81-0542899 • 501(c)3 • Bozeman, MT
Profile
Provide for low income housing
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
95th percentile
Higher debt load relative to assets than 95% of similar nonprofits.
Liabilities / Revenue
99th percentile
Higher debt load relative to revenue than 99% of similar nonprofits.
Net Margin
19th percentile
Higher net margin than 19% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
45th percentile
Faster asset growth than 45% of similar nonprofits.
Revenue Growth
55th percentile
Faster revenue growth than 55% of similar nonprofits.
Assets
Down$310,676
Down $17,658 (-5.4%) from 2024
Liabilities
Up$445,283
Up $1,517 (+0.3%) from 2024
Net Assets
Down-$134,607
Down $19,175 (-17%) from 2024
Revenue
Up$63,267
Up $1,107 (+1.8%) from 2024
Expenses
Up$82,442
Up $26,954 (+49%) from 2024
Net Income
Down-$19,175
Down $25,847 (-387%) from 2024
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
Provide for low income housing
| Description | Grants | Expenses |
|---|---|---|
| SUMMIT PLACE APARTMENTS-PROVIDE LOW-INCOME HOUSING UPONTHE TRANSFER OF PHYSICAL ASSETS FROM THE DEPARTMENT OFHOUSING AND URBAN DEVELOPMENT. | - | $82,442 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| HEATHER GRENIER | President | - | $0 | - | - |
| MARK WOODARD | Treasurer | - | $0 | - | - |
| SARA SAVAGE | Secretary | - | $0 | - | - |
| DANIEL MCINERNEY | Member | - | $0 | - | - |
| THOMAS LEE | Member | - | $0 | - | - |
| Alyse Baker | Member | - | $0 | - | - |
| LILA FLEISHMAN | Vice President | - | $0 | - | - |
“Advertising and Promotion $56”
“Office Expenses $756”
“Travel $26”
“Depreciation $15166”
“Insurance $6607”
“Repair & maintenance $14903”
“Training $736”
“BAD DEBT $546”
“SUPPLIES $83”
“OTHER $30”
“Machinery and Equipment - Beginning $674 Machinery and Equipment - Ending $406”
“Accounts Receivable - Beginning $-657 Accounts Receivable - Ending $-394”
“Accounts Payable and Accrued Expenses - Beginning $4166 Accounts Payable and Accrued Expenses - Ending $5406”
“Note Payable - Beginning $438100 Note Payable - Ending $438100”
“- Beginning $0 - Ending $0”
“All officers/directors are paid solely by hrdc of district ix, inc. All officers/directors are full time employees of hrdc of district ix, inc.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | MARK WOODARD |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4065874486 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 32 South Tracy Ave |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Bozeman |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 59715 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 115547 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 112792 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -19175 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 10850 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 328334 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 310676 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 63267 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 609 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 212770 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 197872 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | -115432 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | -134607 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | -115432 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | -134607 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 15730 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | HEATHER GRENIER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MARK WOODARD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SARA SAVAGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | DANIEL MCINERNEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | THOMAS LEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Alyse Baker |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | LILA FLEISHMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Vice President |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 17 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 12 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 38909 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROVIDE FOR LOW INCOME HOUSING |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 62658 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SUMMIT PLACE APARTMENTS-PROVIDE LOW-INCOME HOUSING UPONTHE TRANSFER OF PHYSICAL ASSETS FROM THE DEPARTMENT OFHOUSING AND URBAN DEVELOPMENT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 82442 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 16953 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MT |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 443766 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 445283 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 82442 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 82442 |
| IRS990EZ/TotalRevenueAmt | 0 | 63267 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | true |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 810350886 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | false |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 7 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | HRDC OF DISTRICT IX INC |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType1Ind | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Advertising and Promotion $56 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $756 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Travel $26 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Depreciation $15166 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Insurance $6607 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | REPAIR & MAINTENANCE $14903 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Training $736 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | BAD DEBT $546 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | SUPPLIES $83 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | OTHER $30 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Machinery and Equipment - Beginning $674 Machinery and Equipment - Ending $406 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Accounts Receivable - Beginning $-657 Accounts Receivable - Ending $-394 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Accounts Payable and Accrued Expenses - Beginning $4166 Accounts Payable and Accrued Expenses - Ending $5406 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | Note Payable - Beginning $438100 Note Payable - Ending $438100 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | - Beginning $0 - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | ALL OFFICERS/DIRECTORS ARE PAID SOLELY BY HRDC OF DISTRICT IX, INC. ALL OFFICERS/DIRECTORS ARE FULL TIME EMPLOYEES OF HRDC OF DISTRICT IX, INC. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1009 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Assets.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Total Liabilities.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Total Liabilities.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | COMPENSATION EXPLANATION |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | HEATHER GRENIER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-02-24 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Summit Apartments Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SUMM |
| ReturnHeader/Filer/EIN | 0 | 810542899 |
| ReturnHeader/Filer/PhoneNum | 0 | 4065874486 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 32 S Tracey Ave |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Bozeman |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 59715 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 522408237 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Carver Florek & James LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2315 McDonald Avenue Suite 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Missoula |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 59801 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4067285539 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Angel Sharp CPA |
| ReturnHeader/ReturnTs | 0 | 2026-02-24T14:20:07-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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