Liabilities / Assets
6th percentile
Higher debt load relative to assets than 6% of similar nonprofits.
990 • Fiscal year 2024 • EIN 85-1374727
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
6th percentile
Higher debt load relative to assets than 6% of similar nonprofits.
Liabilities / Revenue
6th percentile
Higher debt load relative to revenue than 6% of similar nonprofits.
Net Margin
98th percentile
Higher net margin than 98% of similar nonprofits.
Top Officer Pay
10th percentile
Higher top officer pay than 10% of similar nonprofits.
Top officer pay equals 1.4% of source-year revenue.
Asset Growth
9th percentile
Faster asset growth than 9% of similar nonprofits.
Revenue Growth
2nd percentile
Faster revenue growth than 2% of similar nonprofits.
Assets
Down$27,111,557
Down $2,344,833 (-8.0%) from 2023
Net Assets
Up$27,094,367
Up $3,789,488 (+16%) from 2023
Liabilities
Down$17,190
Down $6,134,321 (-100%) from 2023
Revenue
Down$4,198,348
Down $8,148,448 (-66%) from 2023
Expenses
Down$408,860
Down $127,567 (-24%) from 2023
Net Income
Down$3,789,488
Down $8,020,881 (-68%) from 2023
See Sch O Stmt
Increase and preserve the local supply of permanently affordable housing, including for 'missing middle-income' households in bozeman, montana.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $23,304,879 | $27,094,367 | ▲ $3,789,488 |
| Land, Buildings, and Equipment, Net | $29,131,441 | $26,783,219 | ▼ $2,348,222 |
| Savings and Temporary Cash Investments | - | $201,196 | - |
| Cash and Non-Interest-Bearing Accounts | $324,949 | $127,142 | ▼ $197,807 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $29,456,390 | $27,111,557 | ▼ $2,344,833 |
| Liabilities | |||
| Mortgage Notes Payable Secured by Investment Property | $6,134,986 | $0 | ▼ $6,134,986 |
| Accounts Payable and Accrued Expenses | $1,525 | $17,190 | ▲ $15,665 |
| Other Liabilities | $15,000 | $0 | ▼ $15,000 |
| Total Liabilities | $6,151,511 | $17,190 | ▼ $6,134,321 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $23,304,879 | $27,094,367 | ▲ $3,789,488 |
| Total Liabilities and Net Assets / Fund Balance | $29,456,390 | $27,111,557 | ▼ $2,344,833 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $24,619,393 | - | $24,619,393 |
| Land | $2,163,826 | - | $2,163,826 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Nathan Stein | Executive Director | FT | $48,056 | $11,979 | $60,035 |
| Name | Title |
|---|---|
| John Taylor | President |
| Marisa Owen | Vice President |
| Alec Bear | Member |
| Andras Rosner | Member |
| Andrea Kavert | Member |
| Carson Taylor | Member |
| Janay Johnson | Member |
| Mindy Decosse | Member |
| Hunter Brewster | Secretary |
| Christine Walker | Treasurer |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Langlas & Associates INC | Construction | 1019 E MAIN ST, Bozeman, MT 59715 | $1,199,178 |
| Navigate LLC | Contract Services | PO BOX 1508, Wilson, WY 83014 | $127,846 |
| Catton Consulting | Business Development And Strategic Commu | 1127 S SPRUCE DR, Bozeman, MT 59715 | $115,000 |
| Line Item | Amount |
|---|---|
| Other Expenses | $225,662 |
| Salaries, Compensation, and Employee Benefits | $183,198 |
| Total Fundraising Expense | $16,065 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Services Other | $157,394 | $10,850 | - | $168,244 |
| Other Salaries and Wages | $101,441 | $356 | - | $101,797 |
| Current Officers, Directors, Trustees, and Key Employees | $24,028 | $12,014 | $12,014 | $48,056 |
| Other Employee Benefits | $13,835 | $4,065 | $2,995 | $20,895 |
| Occupancy | - | $14,482 | - | $14,482 |
| Payroll Taxes | $10,338 | $1,056 | $1,056 | $12,450 |
| Fees for Services Accounting | - | $10,800 | - | $10,800 |
| Fees for Services Management | - | $10,612 | - | $10,612 |
| Office Expenses | - | $7,708 | - | $7,708 |
| Information Technology | - | $7,377 | - | $7,377 |
| Insurance | - | $4,107 | - | $4,107 |
| Travel | - | $854 | - | $854 |
| Advertising | - | $746 | - | $746 |
| Conferences and Meetings | - | $672 | - | $672 |
| Other Expenses | $60 | - | - | $60 |
| Total Functional Expenses | $307,096 | $85,699 | $16,065 | $408,860 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Interested Party | Relationship | Description | Shared Revenue | Amount |
|---|---|---|---|---|
| - | BOARD TREASURER'S BUSINESS | Contractor Services | No | $127,846 |
“The 990 will be reviewed and approved by the executive committee.”
“The conflict of interest policy is reviewed annually and specific conflicts as they arise at each meeting.”
“The board reviewed executive director pay for similar organizations and desired skills/experience for executive leadership in bozeman to determine pay range based on experience.”
“The organization's documents are made available upon request.”
“Project consulting: program service expenses 157,394. Management and general expenses 0. Fundraising expenses 0. Total expenses 157,394. Contract services: program service expenses 0. Management and general expenses 10,850. Fundraising expenses 0. Total expenses 10,850.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 1525 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 17190 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | INCREASE AND PRESERVE THE LOCAL SUPPLY OF PERMANENTLY AFFORDABLE HOUSING, INCLUDING FOR 'MISSING MIDDLE-INCOME' HOUSEHOLDS IN BOZEMAN, MONTANA. |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 746 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 746 |
| IRS990/AllOtherContributionsAmt | 0 | 4398841 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ELEVATED TAX & ACCOUNTING |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4065191703 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 68 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | MISSOULA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MT |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 59806 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 1 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 324949 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 127142 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 12014 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 12014 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 24028 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 48056 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 672 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 672 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 1199178 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 127846 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 115000 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 1019 E MAIN ST |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | PO BOX 1508 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 1127 S SPRUCE DR |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | BOZEMAN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | WILSON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | BOZEMAN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | MT |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | WY |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | MT |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 59715 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 83014 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 59715 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | LANGLAS & ASSOCIATES INC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | NAVIGATE LLC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | CATTON CONSULTING |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | CONSTRUCTION |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | CONTRACT SERVICES |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | BUSINESS DEVELOPMENT AND STRATEGIC COMMU |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 4548841 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | -1191619 |
| IRS990/CYOtherExpensesAmt | 0 | 225662 |
| IRS990/CYOtherRevenueAmt | 0 | 10963 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 830163 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 3789488 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 183198 |
| IRS990/CYTotalExpensesAmt | 0 | 408860 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 16065 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 4198348 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | HEADWATERS COMMUNITY HOUSING TRUST TAKES A COMMUNITY-BASED APPROACH TO ADDRESS AFFORDABLE HOUSING BY EMPOWERING INDIVIDUALS AND FAMILIES THROUGH HOMEOWNERSHIP. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 2 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 307096 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 10800 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 10800 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 10612 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 10612 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 10850 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 157394 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 168244 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 11979 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JOHN TAYLOR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MARISA OWEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | CHRISTINE WALKER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | HUNTER BREWSTER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | MINDY DECOSSE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JANAY JOHNSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | ANDREA KAVERT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | CARSON TAYLOR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | ANDRAS ROSNER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | ALEC BEAR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | NATHAN STEIN |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 48056 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | EXECUTIVE DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2020 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/OtherAmt | 0 | -1192815 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 10 |
| IRS990/GovernmentGrantsAmt | 0 | 150000 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/OtherAmt | 0 | 2951202 |
| IRS990/GrossReceiptsAmt | 0 | 8342365 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 10 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 7377 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 7377 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 4107 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 4107 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 1196 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1196 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 3 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 29131441 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 26783219 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 26783219 |
| IRS990/LegalDomicileStateCd | 0 | MT |
| IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt | 0 | 4144017 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | INCREASE AND PRESERVE THE LOCAL SUPPLY OF PERMANENTLY AFFORDABLE HOUSING, INCLUDING FOR 'MISSING MIDDLE-INCOME' HOUSEHOLDS IN BOZEMAN, MONTANA. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 6134986 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 23304879 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 27094367 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -1192815 |
| IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt | 0 | -1192815 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 14482 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 14482 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 7708 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 7708 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 2995 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 4065 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 13835 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 20895 |
| IRS990/OtherExpensesGrp/Desc | 0 | COMMUNITY OUTREACH & ED |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 60 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 60 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 15000 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 221000 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | ENERGY EFFICIENCY REBATES |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 10963 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 10963 |
| IRS990/OtherRevenueTotalAmt | 0 | 10963 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 356 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 101441 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 101797 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 1056 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 1056 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 10338 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 12450 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | NATHAN STEIN |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 531390 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 531390 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 531390 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | PROGRAM PROCEEDS FOR BELOW MARKET |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | SALES FACILITATION FEES |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | GROUND LEASE FEES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 720000 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 100000 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 10163 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 720000 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 100000 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 10163 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 6788861 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | -2118507 |
| IRS990/PYOtherExpensesAmt | 0 | 375303 |
| IRS990/PYOtherRevenueAmt | 0 | 9006 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 7667436 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 11810369 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 161124 |
| IRS990/PYTotalExpensesAmt | 0 | 536427 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 12346796 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 3789488 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 841126 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 23304879 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 27094367 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 201196 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt | 0 | 312812 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 312812 |
| IRS990ScheduleA/First5Years509Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 162841 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 188861 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 317138 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 473265 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 55000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 1197105 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 1196 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 1196 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 830163 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 7667436 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 1963674 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 10461273 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | -1191619 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | -2109501 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | -254479 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | -3555599 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt | 0 | 10963 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 50 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 11013 |
| IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt | 0 | -1192815 |
| IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | -2109501 |
| IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | -254479 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | -3556795 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 10876244 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt | 0 | 86532 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt | 0 | 252337 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt | 0 | 393265 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt | 0 | 50000 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 782134 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt | 0 | 86532 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt | 0 | 252337 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt | 0 | 80453 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt | 0 | 50000 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 469322 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 993004 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 7856297 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2280812 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 473265 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 55000 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 11658378 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | -187652 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 5746796 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 2026333 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 473265 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 55050 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 8113792 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 2163826 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 2163826 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 24619393 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 24619393 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 26783219 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt | 0 | NAVIGATE LLC |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt | 0 | BOARD TREASURER'S BUSINESS |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd | 0 | 0 |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt | 0 | 127846 |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc | 0 | CONTRACTOR SERVICES |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE 990 WILL BE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND SPECIFIC CONFLICTS AS THEY ARISE AT EACH MEETING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE BOARD REVIEWED EXECUTIVE DIRECTOR PAY FOR SIMILAR ORGANIZATIONS AND DESIRED SKILLS/EXPERIENCE FOR EXECUTIVE LEADERSHIP IN BOZEMAN TO DETERMINE PAY RANGE BASED ON EXPERIENCE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE ORGANIZATION'S DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | PROJECT CONSULTING: PROGRAM SERVICE EXPENSES 157,394. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 157,394. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,850. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,850. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART IX, LINE 11G |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
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Displayed year
2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.