2024-09-06T15:08:12-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990 2023-01-01 810303443 RURAL DYNAMICS INC DBA RURAL DYNAMICS COMMUNITY SERVICES INC RURA 4064545709 410 CENTRAL AVENUE 401 GREAT FALLS MT 59401 MICHAEL SHINKONIS CFO 4064545709 2024-09-06 1 1 DOUGLAS S SOSKO P01009253 4197942000 2024-08-27 2023 2024-08-08 14:25:15Z JORDYN ROGERS 410 CENTRAL AVENUE 401 GREAT FALLS MT 59401 792980 0 X WWW.RURALDYNAMICS.ORG X 1968 MT RURAL DYNAMICS, INC. HELPS PEOPLE ACHIEVE FINANCIAL SECURITY AND PURSUE ECONOMIC OPPORTUNITIES. 6 6 9 68 0 0 443153 564457 165498 226573 699 1950 0 0 609350 792980 0 0 0 0 477278 433830 0 0 4422 261991 203267 739269 637097 -129919 155883 4938783 5574186 4782700 5262266 156083 311920 WE PROVIDE PROGRAMS AND DEVELOP PARTNERSHIPS TO HELP YOUTH, INDIVIDUALS AND FAMILIES ACHIEVE ECONOMIC INDEPENDENCE. 0 0 533187 0 226573 RURAL DYNAMICS, INC. PROVIDES PERSONAL FINANCE ASSISTANCE THROUGH TRUST FUND ACTIVITY FOR 252 CLIENTS, FINANCIAL EDUCATION, AND COUNSELING TO 827 CLIENTS AND PREPARED 3,224 TAX RETURNS WHICH RETURNED $4.4 MILLION DOLLARS TO MONTANA TAXPAYERS THROUGH THE TAX HELP MONTANA PROGRAM. 533187 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X MICHAEL SHINKONIS CFO 2485535400 36500 CORPORATE DRIVE FARMINGTON HILLS MI 48331 MOLLY KIMMEL CHAIR 1.00 X X 0 0 0 JOHN DORAN VICE CHAIR 1.00 X X 0 0 0 JENNIFER BANNA DIRECTOR 1.00 X 0 0 0 DAVID FINK DIRECTOR 1.00 X 0 0 0 SHANDY MORAN DIRECTOR (TERMED 09.2023) 1.00 X 0 0 0 HANNA TESTER DIRECTOR 1.00 X 0 0 0 RACHEL TWO TWO DIRECTOR (TERMED 09.2023) 1.00 X 0 0 0 JILL KOHLES DIRECTOR 1.00 X 0 0 0 JEFFREY THOMAS JACOBSON EXECUTIVE DIRECTOR (TERMED 04.2023) 40.00 X 33815 0 3194 RICHARD T HOLLIS CFO 3.00 37.00 X 0 284124 28779 JORDYN ROGERS EXECUTIVE DIRECTOR (BEGAN 04.2023) 40.00 X 74540 0 8902 MICHAEL SHINKONIS DIRECTOR OF FINANCE AND ACCOUNTING 1.00 39.00 X 0 178452 23368 108355 462576 64243 0 0 1 0 0 347 143175 316630 104305 564457 DEBTOR FEES 541990 158938 158938 EDUCATION INCOME 541990 67635 67635 226573 1950 1950 792980 226573 0 1950 120451 120451 236289 176267 60022 12499 11994 505 33850 31800 2050 30741 28511 2230 4461 4461 2100 2100 378 378 5771 350 5421 19918 15496 4422 55976 48373 7603 59986 59986 22926 19118 3808 4102 3615 487 5088 5088 2280 996 1284 BUSINESS SERVICES 15411 15411 MAINTENANCE & REPAIRS 4870 819 4051 637097 533187 99488 4422 151902 167723 96994 180232 425286 425639 2900 5251 36615 22623 19079 13992 937415 887727 3305207 3893622 4938783 5574186 112937 54981 3470 2474 1916415 1828255 2749878 3376556 4782700 5262266 X 156083 311920 156083 311920 4938783 5574186 155883 -46 0 X 0 1 X 1 1 1 X 426070 549457 623223 443153 564457 2606360 426070 549457 623223 443153 564457 2606360 2606360 51 372 16 474 1862 2775 5 7807 7812 2616947 871187 0.99600 0.97980 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 5. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 7,807. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 35615 21623 13992 1000 1000 0 13992 POOLED TRUST 3349364 OPERATING RIGHT OF USE 29369 CLIENT FUNDS HELD IN TRUST 353556 MATL GRANT RESTRICTED FUNDS 161333 3893622 POOLED TRUST 3349364 OPERATING LEASE LIABILITIY 27192 3376556 X PART IV, LINE 2B: REPRESENTATIVE PAYEE: PROGRAM IN WHICH PAYMENTS ARE MANAGED FOR BENEFICIARIES WHO ARE UNABLE TO MANAGE THEIR SOCIAL SECURITY OR SUPPLEMENTAL SECURITY INCOME PAYMENTS MATL LOAN PROGRAM: PROGRAM THAT OFFERS MONTANA ACCESS LOANS WHICH PROVIDE MONTANANS WITH DISABILITIES, OR THEIR FAMILY MEMBERS, THE ABILITY TO PURCHASE ASSISTIVE TECHNOLOGY FOR A VARIETY OF NEEDS POOLED TRUST: RURAL DYNAMICS INC. IS THE ORGANIZATIONAL NONPROFIT TRUSTEE OF THE MONTANA FAMILIES TRUST, A SELFSETTLED IRREVOCABLE SPECIAL NEEDS POOLED TRUST CREATED TO ENHANCE THE QUALITY OF LIFE FOR MONTANA RESIDENTS WITH DISABILITIES. THE MONTANA FAMILES TRUST ALLOWS INDIVIDUAL WITH DEVELOPMENTAL DISABILITIES, OR THEIR FAMILES, TO SET ASIDE FUNDS FOR FUTURE USE WITHOUT AFFECTING THEIR ELIGIBILITY FOR GOVERNMENT SERVICES AND BENEFITS SUCH AS SUPPLEMENTAL SECURITY INCOME (SSI) AND MEDICAID. TRUST FUNDS ARE OVERSEEN BY D|A|DAVIDSON. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION DETERMINED IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS X X X X X X 0 0 0 0 0 0 0 0 0 RICHARD T HOLLIS CFO 0 232753 0 51246 0 125 0 14321 0 14458 0 312903 0 0 MICHAEL SHINKONIS DIRECTOR OF FINANCE AND ACCOUNTING 0 162220 0 16232 0 0 0 9355 0 14013 0 201820 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF RURAL DYNAMICS INC. IS GREENPATH, INC. FORM 990, PART VI, SECTION A, LINE 7A RURAL DYNAMICS INC. IS A SOLE MEMBER STRUCTURE, WHERE THE SOLE MEMBER OF RURAL DYNAMICS INC. IS INVOLVED IN SIGNIFICANT GOVERNANCE AND FINANCIAL DECISIONS INCLUDING THE FINAL AUTHORITY OVER THE COMPOSITON OF THE BOARD OF DIRECTORS OF RURAL DYNAMICS INC. FORM 990, PART VI, SECTION A, LINE 7B RURAL DYNAMICS INC. IS A SOLE MEMBER STRUCTURE, WHERE THE SOLE MEMBER OF RURAL DYNAMICS INC. IS INVOLVED IN SIGNIFICANT GOVERNANCE AND FINANCIAL DECISIONS INCLUDING THE FINAL AUTHORITY OVER THE COMPOSITON OF THE BOARD OF DIRECTORS OF RURAL DYNAMICS INC. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT E-MAILS A DRAFT COPY TO ALL BOARD OF TRUSTEE MEMBERS, AND FEEDBACK IS SOUGHT FROM THE BOARD OF TRUSTEE MEMBERS PRIOR TO FILING THE 990 RETURN. FORM 990, PART VI, SECTION B, LINE 12C RURAL DYNAMICS, INC. REQUIRES OFFICERS, DIRECTORS AND KEY EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THIS FORM ASKS FOR ANY MATERIAL INTERESTS OR AFFILIATION WHICH ARE, OR ARE LIKELY TO BECOME, CONFLICTS OF INTEREST. POTENTIAL CONFLICT CIRCUMSTANCES WHICH ARISE DURING THE COURSE OF THE YEAR ARE REQUIRED TO BE REPORTED TO THE BOARD OF TRUSTEES. BOARD MEMBERS MUST EXCUSE THEMSELVES FROM DISCUSSION ABOUT OR VOTING ON ANY TRANSACTIONS IN WHICH THEY MAY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD RELIES ON AN INDEPENDENT, THIRD PARTY COMPENSATION CONSULTANT TO COLLECT COMPARABILITY DATA, ASSESS MARKET TRENDS AND MAKE RECOMMENDATIONS ON THE TOP MANAGEMENT OFFICIAL'S COMPENSATION PACKAGE. THE SAMPLE OF COMPARABLE ORGANIZATIONS IS COMPOSED OF ORGANIZATIONS FROM WHICH RURAL DYNAMICS, INC. MIGHT RECRUIT A FUTURE TOP MANAGEMENT OFFICIAL OR WHICH MIGHT HAVE AN INTEREST IN TRYING TO RECRUIT RURAL DYNAMICS, INC.'S TOP MANAGEMENT OFFICIAL AND WHICH ADDITIONALLY ARE LOCATED IN LABOR MARKETS WHERE RURAL DYNAMICS, INC. HAS A SIGNIFICANT PRESENCE. SPECIFIC DEGREE OF COMPARABILITY IS BASED ON A) GROSS RECEIPTS AND B) TOTAL ASSETS. FORM 990, PART VI, SECTION C, LINE 19 RURAL DYNAMICS, INC'S 990 IS AVAILABLE UPON REQUEST. THE ANNUAL REPORT, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE UPON REQUEST. GREENPATH INC 36500 CORPORATE DRIVE FARMINGTON HILLS MI 48331 386142925 COUNSELING MI 501(C)(3) LINE 10 GREENPATH INC 0 HOMEOWNERSHIP PRESERVATION FOUNDATION 36500 CORPORATE DRIVE FARMINGTON HILLS MI 48331 522403507 HOUSING MN 501(C)(3) LINE 10 GREENPATH INC 0 CCCS OF DELAWARE VALLEY 1635 MARKET STREET PHILADELPHIA PA 19103 231671903 HOUSING, FINANCIAL EDUCATION PA 501(C)(3) LINE 10 GREENPATH INC 0 GREENPATH INNOVATION DESIGN 36500 CORPORATE DRIVE FARMINGTON HILLS MI 48331 923340798 PRODUCT DEVELOPMENT FOR UNDERSERVED POPULATIONS AND NONPROFIT ORGANIZATIONS MI 501(C)(3) LINE 10 GREENPATH INC 0 CCCS OF PUERTO RICO INC 1607 PONCE DE LEON AVE CORBIANS PLA SANTURCE PR 00909 660471799 FINANCIAL CONSULTING SERVICES PR 501(C)(3) LINE 10 GREENPATH INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0