Civic Intelligence

Montana Homeownership Network Inc

EIN 81-0543240 • 501(c)3 • Great Falls, MT

Profile

Together we strengthen our communities by providing education and financing that gives every montanan the opportunity to live in a home where they can thrive.

17 5th Street SouthGreat Falls, MT 59401

www.nwmt.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.54x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

91st percentile

3.75x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

11th percentile

$142,072

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Asset Growth

97th percentile

81%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

93%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$44,101,408

Up $1,321,081 (+3.1%) from 2022

Liabilities

Down

$14,141,640

Down $2,062,337 (-13%) from 2022

Net Assets

Up

$29,959,768

Up $3,383,418 (+13%) from 2022

Operations
Liabilities / Revenue91st percentileNet Margin94th percentile

Revenue

Down

$7,755,830

Down $6,096,758 (-44%) from 2022

Expenses

Up

$4,372,412

Up $763,103 (+21%) from 2022

Net Income

Down

$3,383,418

Down $6,859,861 (-67%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $16,786,345Liabilities 2011: $10,727,522Net Assets 2011: $6,058,8232011Assets 2012: $16,260,410Liabilities 2012: $8,809,844Net Assets 2012: $7,450,5662012Assets 2013: $16,252,401Liabilities 2013: $7,030,670Net Assets 2013: $9,221,7312013Assets 2014: $18,470,692Liabilities 2014: $8,332,482Net Assets 2014: $10,138,2102014Assets 2015: $20,887,553Liabilities 2015: $9,929,652Net Assets 2015: $10,957,9012015Assets 2016: $21,211,887Liabilities 2016: $8,159,690Net Assets 2016: $13,052,1972016Assets 2017: $25,282,900Liabilities 2017: $11,690,430Net Assets 2017: $13,592,4702017Assets 2018: $25,727,755Liabilities 2018: $11,754,777Net Assets 2018: $13,972,9782018Assets 2019: $28,210,058Liabilities 2019: $13,142,470Net Assets 2019: $15,067,5882019Assets 2020: $30,751,148Liabilities 2020: $15,164,309Net Assets 2020: $15,586,8392020Assets 2021: $31,389,696Liabilities 2021: $15,056,625Net Assets 2021: $16,333,0712021Assets 2022: $42,780,327Liabilities 2022: $16,203,977Net Assets 2022: $26,576,3502022Assets 2023: $44,101,408Liabilities 2023: $14,141,640Net Assets 2023: $29,959,7682023

Highlighted filing

2023

Assets$44,101,408
Liabilities$14,141,640
Net Assets$29,959,768
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0Expenses 2011: $1,647,6422011Expenses 2012: $2,340,8982012Expenses 2013: $3,141,6202013Revenue 2014: $3,680,328Expenses 2014: $2,763,849Net Income 2014: $916,4792014Revenue 2015: $3,618,756Expenses 2015: $2,799,065Net Income 2015: $819,6912015Revenue 2016: $4,667,172Expenses 2016: $2,572,876Net Income 2016: $2,094,2962016Revenue 2017: $3,136,682Expenses 2017: $2,596,409Net Income 2017: $540,2732017Revenue 2018: $2,753,491Expenses 2018: $2,372,983Net Income 2018: $380,5082018Revenue 2019: $3,985,348Expenses 2019: $2,890,738Net Income 2019: $1,094,6102019Revenue 2020: $3,453,499Expenses 2020: $2,934,248Net Income 2020: $519,2512020Revenue 2021: $4,000,327Expenses 2021: $3,254,095Net Income 2021: $746,2322021Revenue 2022: $13,852,588Expenses 2022: $3,609,309Net Income 2022: $10,243,2792022Revenue 2023: $7,755,830Expenses 2023: $4,372,412Net Income 2023: $3,383,4182023

Highlighted filing

2023

Revenue$7,755,830
Expenses$4,372,412
Net Income$3,383,418
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$44,101,408
Liabilities
$14,141,640
Net assets
$29,959,768
Revenue
$7,755,830
Expenses
$4,372,412
Net income
$3,383,418
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$44.1$14.1$30.0$7.76$4.37$3.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.8$16.2$26.6$13.9$3.61$10.2
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.4$15.1$16.3$4.00$3.25$0.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.8$15.2$15.6$3.45$2.93$0.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.2$13.1$15.1$3.99$2.89$1.09
2018Summary only. Only limited summary data is available for this year.$25.7$11.8$14.0$2.75$2.37$0.38
2017Summary only. Only limited summary data is available for this year.$25.3$11.7$13.6$3.14$2.60$0.54
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$8.16$13.1$4.67$2.57$2.09
2015Summary only. Only limited summary data is available for this year.$20.9$9.93$11.0$3.62$2.80$0.82
2014Detailed filing. Detailed filing data is available for this year.$18.5$8.33$10.1$3.68$2.76$0.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$7.03$9.22$3.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$8.81$7.45$2.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.8$10.7$6.06$1.65
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Mar 7, 2022
Return Version
2020v4.2
Gross Receipts
$4,000,327
Mission and Program Overview

Mission

Create sustainable homeownership opportunities and improve the availability of affordable rentals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$25,069,346$24,986,627▼ $82,719
Cash and Non-Interest-Bearing Accounts$4,553,242$4,843,811▲ $290,569
Pledges and Grants Receivable$378,334$581,495▲ $203,161
Investments Other Securities$179,839$429,716▲ $249,877
Savings and Temporary Cash Investments$280,373$277,591▼ $2,782
Land, Buildings, and Equipment, Net$145,013$133,545▼ $11,468
Prepaid Expenses and Deferred Charges$15,319$15,584▲ $265
Total Assets$30,751,148$31,389,696▲ $638,548
Other Assets Total$129,682$121,327▼ $8,355
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,344,105$9,812,855▲ $468,750
Other Liabilities$5,046,616$4,584,430▼ $462,186
Deferred Revenue$479,400$442,917▼ $36,483
Accounts Payable and Accrued Expenses$294,188$216,423▼ $77,765
Total Liabilities$15,164,309$15,056,625▼ $107,684
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,236,109$9,781,235▲ $545,126
Net Assets With Donor Restrictions$6,350,730$6,551,836▲ $201,106
Total Net Assets Fund Balance$15,586,839$16,333,071▲ $746,232
Total Liabilities and Net Assets / Fund Balance$30,751,148$31,389,696▲ $638,548

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$100,768$63,085$163,853
Equipment$32,777$71,416$104,193

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,879-▲ $17-$2,896
2019$2,863-▲ $16-$2,879
2018$2,845-▲ $18-$2,863
2017$2,845---$2,845
2016$2,845---$2,845
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kaia PetersonExecutive DirectorFT$94,581$5,100$99,681
Kevin LeeChief Financial OfficerFT$85,561$10,054$95,615

Board Members and Trustees

NameTitle
Julie GrahamPresident
Andrea Davis1st Vice President
Tori Matejovsky2nd Vice President
Bruce BrensdalDirector
Cheryl CohenDirector
George NikolakakosDirector
Hanna WarhankDirector
Ian UllmanDirector
Jane PavekDirector
Jim MortonDirector
MICHAEL O'NEILDirector
Mike SmithDirector
Peggy TrenkDirector
Tom JacobsonDirector
Katie MillerSecretary
Larry WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,233,141
Program Service Revenue
$1,760,230
Investment Income
$6,956
Other Revenue
$0
All Other Contributions
$161,937
Change in Net Assets
$746,232

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,000,327
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,000,327
Total Revenue per Form 990
$4,000,327
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,335,840
Salaries, Compensation, and Employee Benefits$1,110,660
Other Expenses$807,595
Total Fundraising Expense$139,845
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,335,840--$1,335,840
Other Salaries and Wages$479,861$123,104$26,265$629,230
Current Officers, Directors, Trustees, and Key Employees$57,747$154,140$50,000$261,887
Interest$231,099--$231,099
Other Employee Benefits$63,691$34,184$5,387$103,262
All Other Expenses$51,383$39,842$6,736$97,961
Payroll Taxes$46,716$23,708$5,802$76,226
Pension Plan Contributions$17,352$17,558$5,145$40,055
Information Technology$24,938$4,872$2,829$32,639
Conferences and Meetings$31,049$114$109$31,272
Occupancy$10,691$13,783$5,647$30,121
Other Expenses$18,725$7,411$844$26,980
Depreciation Depletion$10,088$2,824$5,953$18,865
Advertising$7,533-$7,330$14,863
Insurance$6,778$6,163$628$13,569
Fees for Services Accounting$11,500$2,000-$13,500
Travel$8,657$644$14$9,315
Fees for Services Legal$6,078$819-$6,897
Total Functional Expenses$2,674,416$439,834$139,845$3,254,095

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
Total Expenses per Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Human Resource Development Council of District Ix IncBozeman, MT501(c)(3)General Housing Counseling$135,259
District 7 Human Resources Development Council IncBillings, MT501(c)(3)General Housing Counseling$121,712
Homeword IncMissoula, MT501(c)(3)General Housing Counseling$116,751
Neighborhood Housing Services Inc of Great FallsGreat Falls, MT501(c)(3)Foreclosure Counseling, General Housing Counseling$100,922
Rocky Mountain Development CouncilHelena, MT501(c)(3)General Housing Counseling$46,753
Great Northern Development CorporationWolf Point, MT501(c)(3)General Housing Counseling$29,817
Salish & Kootenai Housing AuthorityPablo, MT501(c)(1)General Housing Counseling$29,352
Headwaters Rc&d Area IncButte, MT501(c)(3)General Housing Counseling$28,260
District Xi Human Resource Council IncMissoula, MT501(c)(3)General Housing Counseling$25,547
Bitterroot Resource Conservation & Development Area IncHamilton, MT501(c)(3)General Housing Counseling$22,548
District Iv Human Resources Development Council IncHavre, MT501(c)(3)General Housing Counseling$21,271
Northwest Montana Human Resources Inc Dba Community Action Partnership ofKalispell, MT501(c)(3)General Housing Counseling$19,342
Snowy Mountain Development CorporationLewistown, MT501(c)(3)General Housing Counseling$11,814
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
Andrea Davis1st Vice PresidentBoard Member Is an Employee With Another Non-profit Agency That Received Counseling Fees and Development Loans From the Organization.No-
Bruce BrensdalBoard MemberBoard Member Is an Employee With a State Agency That the Organization Receives Funding From.No-
Ian UllmanBoard MemberBoard Member Is an Officer at a Bank With Which the Organization Partners on Lending ActivitiesNo-
Jack ProtheroBoard MemberBoard Member Is on Board of Another Non-profit Agency That Partners With and Received Counseling Fees From the Organization.No-
Jane PavekBoard MemberBoard Member Is an Officer at a Bank With Which the Organization Partners on Lending Activities.No-
Jim MortonBoard MemberBoard Member Is an Employee With Another Non-profit Agency That Received Counseling Fees From the Organzation.No-
Julie GrahamPresidentBoard Member Is an Officer at a Bank With Which the Organization Partners on Lending Activities.No-
Katie MillerSecretaryBoard Member Is an Employee With Another Non-profit Agency That Receives Funding From the Organzation.No-
Mike SmithBoard MemberBoard Member Is an Officer at a Bank With Which the Organization Partners on Lending Activities.No-
Tori Matejovsky2nd Vice PresidentBoard Member Is an Employee With Another Non-profit Agency That Receives Funding From the Organization.No-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Mortgage Escrow and Trust Accounts$4,584,430
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of the 990 is presented to the board members for review prior to filing.”

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

“Discussed at the board meetings and the staff is asked about and monitors conflicts of interest periodically throughout the year.”

Form 990, Part VI, Section B, Line 15

“The board of directors used neighborworks america data to establish the salary range for the executive director which is reviewed annually. All positions salary ranges are based on a comprehesive salary survey conducted by associated employers, inc.”

Form 990, Part VI, Section C, Line 19

“Available upon request at the office.”

Filing and Contact Details

Filer

Filer Name
Montana Homeownership Network Inc
EIN
81-0543240
Phone
4062163509
Address
17 5TH STREET SOUTH, GREAT FALLS, MT 59401
Doing Business As
Neighborworks Montana

Signing Officer

Name
Kaia Peterson
Title
Executive Director
Phone
4062163509
Signed
2022-03-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kaia Peterson
Formed
2001
Legal Domicile
Mt
Voting Board Members
17
Independent Board Members
16
Employees
25
Volunteers
16

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
21 10TH STREET SOUTH, GREAT FALLS, MT 59401
Preparer
Megan E Connors CPA
Phone
4067270888
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2(C)

“No change from prior year”

Financial Statement Notes

PART V, LINE 4:

“To preserve funds for future operations”

Raw XML AppendixShowing 400 of 767 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0294188
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0216423
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CREATE SUSTAINABLE HOMEOWNERSHIP OPPORTUNITIES AND IMPROVE THE AVAILABILITY OF AFFORDABLE RENTALS.
IRS990/AdvertisingGrp/FundraisingAmt07330
IRS990/AdvertisingGrp/ProgramServicesAmt07533
IRS990/AdvertisingGrp/TotalAmt014863
IRS990/AllOtherContributionsAmt0161937
IRS990/AllOtherExpensesGrp/FundraisingAmt06736
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt039842
IRS990/AllOtherExpensesGrp/ProgramServicesAmt051383
IRS990/AllOtherExpensesGrp/TotalAmt097961
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KEVIN LEE
IRS990/BooksInCareOfDetail/PhoneNum04066044542
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt017 5TH STREET SOUTH
IRS990/BooksInCareOfDetail/USAddress/CityNm0GREAT FALLS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059401
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt04553242
IRS990/CashNonInterestBearingGrp/EOYAmt04843811
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt050000
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0154140
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt057747
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0261887
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt0109
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0114
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt031049
IRS990/ConferencesMeetingsGrp/TotalAmt031272
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02233141
IRS990/CYGrantsAndSimilarPaidAmt01335840
IRS990/CYInvestmentIncomeAmt06956
IRS990/CYOtherExpensesAmt0807595
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01760230
IRS990/CYRevenuesLessExpensesAmt0746232
IRS990/CYSalariesCompEmpBnftPaidAmt01110660
IRS990/CYTotalExpensesAmt03254095
IRS990/CYTotalFundraisingExpenseAmt0139845
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04000327
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0479400
IRS990/DeferredRevenueGrp/EOYAmt0442917
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt05953
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02824
IRS990/DepreciationDepletionGrp/ProgramServicesAmt010088
IRS990/DepreciationDepletionGrp/TotalAmt018865
IRS990/Desc0IN FISCAL YEAR 2021, NEIGHBORWORKS MONTANA PRESERVED THE AFFORDABILITY OF 598 HOMES, CREATED 188 HOMEOWNERS THROUGH EDUCATION AND DOWN PAYMENT ASSISTANCE, AND GRADUATED 1,754 MONTANANS FROM HOMEBUYER EDUCATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0NEIGHBORWORKS MONTANA
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt06350730
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt06551836
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt025
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02674416
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02000
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt011500
IRS990/FeesForServicesAccountingGrp/TotalAmt013500
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0819
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt06078
IRS990/FeesForServicesLegalGrp/TotalAmt06897
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1610054
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt175100
IRS990/Form990PartVIISectionAGrp/PersonNm0JULIE GRAHAM
IRS990/Form990PartVIISectionAGrp/PersonNm1ANDREA DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm2LARRY WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm3TORI MATEJOVSKY
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL O'NEIL
IRS990/Form990PartVIISectionAGrp/PersonNm5JIM MORTON
IRS990/Form990PartVIISectionAGrp/PersonNm6BRUCE BRENSDAL
IRS990/Form990PartVIISectionAGrp/PersonNm7TOM JACOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm8IAN ULLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9HANNA WARHANK
IRS990/Form990PartVIISectionAGrp/PersonNm10JANE PAVEK
IRS990/Form990PartVIISectionAGrp/PersonNm11PEGGY TRENK
IRS990/Form990PartVIISectionAGrp/PersonNm12KATIE MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm13MIKE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm14CHERYL COHEN
IRS990/Form990PartVIISectionAGrp/PersonNm15GEORGE NIKOLAKAKOS
IRS990/Form990PartVIISectionAGrp/PersonNm16KEVIN LEE
IRS990/Form990PartVIISectionAGrp/PersonNm17KAIA PETERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1685561
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1794581
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt32ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GovernmentGrantsAmt02071204
IRS990/GrantAmt01335840
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01335840
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01335840
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04000327
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02829
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04872
IRS990/InformationTechnologyGrp/ProgramServicesAmt024938
IRS990/InformationTechnologyGrp/TotalAmt032639
IRS990/InsuranceGrp/FundraisingAmt0628
IRS990/InsuranceGrp/ManagementAndGeneralAmt06163
IRS990/InsuranceGrp/ProgramServicesAmt06778
IRS990/InsuranceGrp/TotalAmt013569
IRS990/InterestGrp/ProgramServicesAmt0231099
IRS990/InterestGrp/TotalAmt0231099
IRS990/InvestmentIncomeGrp/ExclusionAmt06956
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06956
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0179839
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0429716
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0134501
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0145013
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0133545
IRS990/LandBldgEquipCostOrOtherBssAmt0268046
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TOGETHER WE STRENGTHEN OUR COMMUNITIES BY PROVIDING EDUCATION AND FINANCING THAT GIVES EVERY MONTANAN THE OPPORTUNITY TO LIVE IN A HOME WHERE THEY CAN THRIVE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt09344105
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt09812855
IRS990/NetAssetsOrFundBalancesBOYAmt015586839
IRS990/NetAssetsOrFundBalancesEOYAmt016333071
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09236109
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09781235
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05647
IRS990/OccupancyGrp/ManagementAndGeneralAmt013783
IRS990/OccupancyGrp/ProgramServicesAmt010691
IRS990/OccupancyGrp/TotalAmt030121
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0129682
IRS990/OtherAssetsTotalGrp/EOYAmt0121327
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05387
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt034184
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt063691
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0103262
IRS990/OtherExpensesGrp/Desc0GRANT EXPENSES
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2SUBSCRIPTION/DUES
IRS990/OtherExpensesGrp/Desc3OUTSIDE SERVICES
IRS990/OtherExpensesGrp/FundraisingAmt012500
IRS990/OtherExpensesGrp/FundraisingAmt14656
IRS990/OtherExpensesGrp/FundraisingAmt2844
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08668
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17411
IRS990/OtherExpensesGrp/ProgramServicesAmt0140442
IRS990/OtherExpensesGrp/ProgramServicesAmt184814
IRS990/OtherExpensesGrp/ProgramServicesAmt229434
IRS990/OtherExpensesGrp/ProgramServicesAmt318725
IRS990/OtherExpensesGrp/TotalAmt0152942
IRS990/OtherExpensesGrp/TotalAmt184814
IRS990/OtherExpensesGrp/TotalAmt242758
IRS990/OtherExpensesGrp/TotalAmt326980
IRS990/OtherLiabilitiesGrp/BOYAmt05046616
IRS990/OtherLiabilitiesGrp/EOYAmt04584430
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt026265
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0123104
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0479861
IRS990/OtherSalariesAndWagesGrp/TotalAmt0629230
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt025069346
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt024986627
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05802
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023708
IRS990/PayrollTaxesGrp/ProgramServicesAmt046716
IRS990/PayrollTaxesGrp/TotalAmt076226
IRS990/PensionPlanContributionsGrp/FundraisingAmt05145
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt017558
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt017352
IRS990/PensionPlanContributionsGrp/TotalAmt040055
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0378334
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0581495
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015319
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015584
IRS990/PrincipalOfficerNm0KAIA PETERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2531390
IRS990/ProgramServiceRevenueGrp/BusinessCd3531390
IRS990/ProgramServiceRevenueGrp/BusinessCd4531390
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACT INCOME
IRS990/ProgramServiceRevenueGrp/Desc1INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc2OTHER REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3CONFERENCE INCOME
IRS990/ProgramServiceRevenueGrp/Desc4LOAN FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0885529
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1623618
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2106166
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt379950
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt464967
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0885529
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1623618
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2106166
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt379950
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt464967
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02091031
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0693394
IRS990/PYInvestmentIncomeAmt0-44352
IRS990/PYOtherExpensesAmt01076195
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01406820
IRS990/PYRevenuesLessExpensesAmt0519251
IRS990/PYSalariesCompEmpBnftPaidAmt01164659
IRS990/PYTotalExpensesAmt02934248
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03453499
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0746232
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01760230
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0280373
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0277591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02233141
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02091031
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02881588
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01629807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01673046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010508613
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06956

Document Assets

No mirrored PDF or thumbnail assets are attached yet.