Civic Intelligence

Valley Neighbors of the Flathead

EIN 86-2676456 • 501(c)3 • Kalispell, MT

Profile

Valley neighbors is a nonprofit organization taht cultivates a welcoming environment for immigrants in the flathead valley.

PO Box 1024Kalispell, MT 59903

www.valleyneighborswelcome.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

59th percentile

6.5%

Higher net margin than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$28,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

89th percentile

72%

Faster asset growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

53%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$52,363

Up $21,975 (+72%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$52,363

Up $21,975 (+72%) from 2023

Revenue

Up

$339,172

Up $117,586 (+53%) from 2023

Expenses

Up

$317,197

Up $105,982 (+50%) from 2023

Net Income

Up

$21,975

Up $11,604 (+112%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2021: $17,917Net Assets 2021: $17,9172021Assets 2022: $20,017Net Assets 2022: $20,0172022Assets 2023: $30,388Liabilities 2023: $0Net Assets 2023: $30,3882023Assets 2024: $52,363Liabilities 2024: $0Net Assets 2024: $52,3632024

Highlighted filing

2024

Assets$52,363
Liabilities$0
Net Assets$52,363

Operations Trend

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

$400K$300K$200K$100K$0Revenue 2021: $39,683Expenses 2021: $21,766Net Income 2021: $17,9172021Revenue 2022: $61,686Expenses 2022: $59,586Net Income 2022: $2,1002022Revenue 2023: $221,586Expenses 2023: $211,215Net Income 2023: $10,3712023Revenue 2024: $339,172Expenses 2024: $317,197Net Income 2024: $21,9752024

Highlighted filing

2024

Revenue$339,172
Expenses$317,197
Net Income$21,975

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.0
Gross Receipts
$349,457
Mission and Program Overview

Mission

Valley neighbors is a nonprofit organization taht cultivates a welcoming environment for immigrants in the flathead valley.

Valley neighbors is a nonprofit organization that cultivates a welcoming environment for immigrants in the flathead valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$30,388$52,363▲ $21,975
Total Assets$30,388$52,363▲ $21,975
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$30,388$52,363▲ $21,975
Total Net Assets Fund Balance$30,388$52,363▲ $21,975
Total Liabilities and Net Assets / Fund Balance$30,388$52,363▲ $21,975
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rebecca MillerChairPT$28,000$28,000
John SkinnerVice-chairPT$23,500$23,500
Ron GersonMemberPT$14,000$14,000

Board Members and Trustees

NameTitle
Cortnie BrooksMember
Terri SmileyMember
Jenae SchmautzSecretary
Will HiattTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$349,457
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-10,285
All Other Contributions
$337,551
Change in Net Assets
$21,975
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$275,840
Other Expenses$38,977
Professional Fundraising Fees$2,380
Total Fundraising Expense$2,380
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$275,840--$275,840
Fees for Services Professional Fundraising--$2,380$2,380
Office Expenses-$2,213-$2,213
Insurance$2,175--$2,175
Information Technology-$1,441-$1,441
Fees for Services Accounting-$1,413-$1,413
Other Expenses$1,442$1,375-$1,375
Total Functional Expenses$306,932$7,885$2,380$317,197
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$10,285
Professional Fundraising Fees$2,380
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

The organization plans to form a committee in 2024 to review and incorporate policies for governance best practices.

Form 990, Page 6, Part VI, Line 11B

Copy of the 990 is emailed to all board members prior to e-file.

Form 990, Page 6, Part VI, Line 19

Requests for copies of public documents must be made in writing. Please allow 2-3 days for reply. Copy and print and postage charges may apply.

Filing and Contact Details

Filer

Filer Name
Valley Neighbors of the Flathead
EIN
86-2676456
Phone
4068714856
Address
PO BOX 1024, KALISPELL, MT 59903

Signing Officer

Name
Will Hiatt
Title
Treasurer
Phone
4068714856
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca Miller
Formed
2021
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
10

Preparer

Firm
Swiftcurrent Accounting & Tax Inc
Address
19 APPLEWAY DRIVE, KALISPELL, MT 59901
Preparer
Christian Shaeffer CPA
Phone
4067555428
Supplemental Narrative

Additional Explanations

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

In 2024, the organization provided housing support, legal referrals and funding, medical and dental referrals, language services, educational system support, assistance in accessing benefits and services including navigating a new cultural landscape. The organization provided legal services for 61 immigrant men, women, and children. Our clients worked on paying portions of their legal fees, paying back loans for urgent needs, and worked their way up to paying their rent independently. These contributions enable us to assist even more clients. Housing program: in 2024, with your help we were able to break down barriers to housing, through rental assistance, help with utilities, landlord outreach, and other creative approaches. While housing was the largest portion of our spending, we also brought in a significant amount of client rent to help stretch our housing dollars further. Housing spending comprised 189,100, but client rent repaid 89,556 of that cost. Your giving helped to fund a contractor who manages our housing program. Even for those who did not receive financial assistance for rent, our housing coordinator was able to assist families with rent readiness meetings and help filling out housing applications. Legal access program: we were also able to fund important legal assistance, work that opens the doors to being able to live and work as a full member of the community. Work permits and social security cards help protect people from exploitative work and housing situations. They empower people to meet their familys needs themselves, which is the desire of almost every client we work with. With the generous contributions of our donors, we funded a legal services coordinator, provided for a document preparer or lawyer to help people prepare their asylum applications. Our legal services coordinator helped people understand the basics of the steps they needed to complete in their process and connected them to the resources appropriate to their situation and needs. 8 cpb1 31 tps 38 work permits 10 asylum applications, serving 20 people social services: our social services coordinator worked to help people with a myriad of practical problems, like how to get a drivers license, car insurance, or register a car. He assisted clients in navigating the public benefits office, for the few who qualified.

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

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN 2024, THE ORGANIZATION PROVIDED HOUSING SUPPORT, LEGAL REFERRALS AND FUNDING, MEDICAL AND DENTAL REFERRALS, LANGUAGE SERVICES, EDUCATIONAL SYSTEM SUPPORT, ASSISTANCE IN ACCESSING BENEFITS AND SERVICES INCLUDING NAVIGATING A NEW CULTURAL LANDSCAPE. THE ORGANIZATION PROVIDED LEGAL SERVICES FOR 61 IMMIGRANT MEN, WOMEN, AND CHILDREN. OUR CLIENTS WORKED ON PAYING PORTIONS OF THEIR LEGAL FEES, PAYING BACK LOANS FOR URGENT NEEDS, AND WORKED THEIR WAY UP TO PAYING THEIR RENT INDEPENDENTLY. THESE CONTRIBUTIONS ENABLE US TO ASSIST EVEN MORE CLIENTS. HOUSING PROGRAM: IN 2024, WITH YOUR HELP WE WERE ABLE TO BREAK DOWN BARRIERS TO HOUSING, THROUGH RENTAL ASSISTANCE, HELP WITH UTILITIES, LANDLORD OUTREACH, AND OTHER CREATIVE APPROACHES. WHILE HOUSING WAS THE LARGEST PORTION OF OUR SPENDING, WE ALSO BROUGHT IN A SIGNIFICANT AMOUNT OF CLIENT RENT TO HELP STRETCH OUR HOUSING DOLLARS FURTHER. HOUSING SPENDING COMPRISED 189,100, BUT CLIENT RENT REPAID 89,556 OF THAT COST. YOUR GIVING HELPED TO FUND A CONTRACTOR WHO MANAGES OUR HOUSING PROGRAM. EVEN FOR THOSE WHO DID NOT RECEIVE FINANCIAL ASSISTANCE FOR RENT, OUR HOUSING COORDINATOR WAS ABLE TO ASSIST FAMILIES WITH RENT READINESS MEETINGS AND HELP FILLING OUT HOUSING APPLICATIONS. LEGAL ACCESS PROGRAM: WE WERE ALSO ABLE TO FUND IMPORTANT LEGAL ASSISTANCE, WORK THAT OPENS THE DOORS TO BEING ABLE TO LIVE AND WORK AS A FULL MEMBER OF THE COMMUNITY. WORK PERMITS AND SOCIAL SECURITY CARDS HELP PROTECT PEOPLE FROM EXPLOITATIVE WORK AND HOUSING SITUATIONS. THEY EMPOWER PEOPLE TO MEET THEIR FAMILYS NEEDS THEMSELVES, WHICH IS THE DESIRE OF ALMOST EVERY CLIENT WE WORK WITH. WITH THE GENEROUS CONTRIBUTIONS OF OUR DONORS, WE FUNDED A LEGAL SERVICES COORDINATOR, PROVIDED FOR A DOCUMENT PREPARER OR LAWYER TO HELP PEOPLE PREPARE THEIR ASYLUM APPLICATIONS. OUR LEGAL SERVICES COORDINATOR HELPED PEOPLE UNDERSTAND THE BASICS OF THE STEPS THEY NEEDED TO COMPLETE IN THEIR PROCESS AND CONNECTED THEM TO THE RESOURCES APPROPRIATE TO THEIR SITUATION AND NEEDS. 8 CPB1 31 TPS 38 WORK PERMITS 10 ASYLUM APPLICATIONS, SERVING 20 PEOPLE SOCIAL SERVICES: OUR SOCIAL SERVICES COORDINATOR WORKED TO HELP PEOPLE WITH A MYRIAD OF PRACTICAL PROBLEMS, LIKE HOW TO GET A DRIVERS LICENSE, CAR INSURANCE, OR REGISTER A CAR. HE ASSISTED CLIENTS IN NAVIGATING THE PUBLIC BENEFITS OFFICE, FOR THE FEW WHO QUALIFIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION PLANS TO FORM A COMMITTEE IN 2024 TO REVIEW AND INCORPORATE POLICIES FOR GOVERNANCE BEST PRACTICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPY OF THE 990 IS EMAILED TO ALL BOARD MEMBERS PRIOR TO E-FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REQUESTS FOR COPIES OF PUBLIC DOCUMENTS MUST BE MADE IN WRITING. PLEASE ALLOW 2-3 DAYS FOR REPLY. COPY AND PRINT AND POSTAGE CHARGES MAY APPLY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BusinessOfficerGrp/PersonNm0WILL HIATT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWIFTCURRENT ACCOUNTING & TAX INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 APPLEWAY DRIVE
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ReturnHeader/PreparerPersonGrp/PhoneNum04067555428
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTIAN SHAEFFER CPA
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ReturnHeader/ReturnTs02025-05-01T18:48:26-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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