2025-04-07T14:16:36-05:00 2024-09-30 480567703 PINION LLC 21 10TH STREET SOUTH GREAT FALLS MT 59401 990 2023-10-01 810543240 MONTANA HOMEOWNERSHIP NETWORK INC MONT 4066044500 17 5TH STREET SOUTH GREAT FALLS MT 59401 KAIA PETERSON EXECUTIVE DIRECTOR 4066044500 2025-03-19 1 1 MEGAN CONNORS P01372761 4067270888 2025-03-19 2023 2025-03-06 01:10:19Z NEIGHBORWORKS MONTANA KAIA PETERSON 17 5TH STREET SOUTH GREAT FALLS MT 59401 6912510 0 X WWW.NWMT.ORG X 2001 MT CREATE SUSTAINABLE HOMEOWNERSHIP OPPORTUNITIES AND IMPROVE THE AVAILABILITY OF AFFORDABLE RENTALS. 17 17 28 18 0 0 5946726 4686232 1664951 1965728 144153 109130 0 0 7755830 6761090 1729060 1311812 0 0 1454480 1428544 0 0 148226 1188872 1385807 4372412 4126163 3383418 2634927 44101408 49798954 14141640 17204259 29959768 32594695 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. 0 0 3644817 1311812 1910944 IN FISCAL YEAR 2024, NEIGHBORWORKS MONTANA PRESERVED THE AFFORDABILITY OF 654 HOMES, CREATED 53 HOMEOWNERS THROUGH EDUCATION AND DOWN PAYMENT ASSISTANCE, AND GRADUATED 1,391 MONTANANS FROM HOMEBUYER EDUCATION. 3644817 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 26 0 1 28 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DAMONA WILLIAMS 4066044500 17 5TH STREET SOUTH GREAT FALLS MT 59401 JANE PAVEK PRESIDENT 2.00 X X 0 0 0 TOM JACOBSON TREASURER 2.00 X X 0 0 0 PEGGY TRENK SECRETARY 2.00 X X 0 0 0 BRUCE BRENSDAL DIRECTOR 2.00 X 0 0 0 GEORGE NIKOLAKAKOS DIRECTOR 2.00 X 0 0 0 TORI MATEJOVSKY VICE PRESIDENT 2.00 X X 0 0 0 MICHAEL O'NEIL DIRECTOR 2.00 X 0 0 0 JIM MORTON DIRECTOR 2.00 X 0 0 0 HEATHER O'LOUGHLIN DIRECTOR 2.00 X 0 0 0 SARAH FITZGERALD DIRECTOR 2.00 X 0 0 0 IAN ULLMAN DIRECTOR 2.00 X 0 0 0 JEFF GATICA DIRECTOR 2.00 X 0 0 0 CHERYL COHEN DIRECTOR 2.00 X 0 0 0 MIKE SMITH DIRECTOR 2.00 X 0 0 0 HANNA WARHANK DIRECTOR 2.00 X 0 0 0 MARIA VALANDRA DIRECTOR 2.00 X 0 0 0 SARA SAVAGE DIRECTOR 2.00 X 0 0 0 KARISSA TRUJILLO DIRECTOR 2.00 X 0 0 0 DAMONA WILLIAMS DIRECTOR OF FINANCE 40.00 X 75674 0 3784 KAIA PETERSON EXECUTIVE DIRECTOR 40.00 X 126170 0 6309 201844 0 10093 1 0 0 0 SULLIVAN BUILDING SERVICES INC 168 MT HIGHWAY 212 DIXON MT 59831 TRANSPORTING TWO HOMES FROM MISSOULA TO 113169 1 4674128 12104 6375 4686232 INTEREST ON LOANS 531390 913685 913685 CONTRACT INCOME 531390 385312 385312 OTHER REVENUE 531390 381781 381781 CONFERENCE INCOME 531390 181747 181747 LOAN FEES 531390 103203 103203 1965728 163914 163914 96636 151420 -54784 -54784 -54784 6761090 1910944 0 163914 1311812 1311812 226255 51601 157690 16964 947677 806386 58890 82401 42696 26030 13745 2921 124232 99670 13147 11415 87684 64559 15922 7203 -217 1021 -1238 14650 12450 2200 20042 15784 866 3392 112718 107159 1566 3993 20138 8338 11800 57535 46655 7766 3114 157107 154103 2779 225 273527 273527 10436 6650 2113 1673 19846 11480 7776 590 BAD DEBT EXPENSE 238933 238933 GRANT EXPENSES 180959 179959 1000 TRAINING - PARTNERS 60738 60738 OUTSIDE SERVICES 42573 38754 2397 1422 176822 129208 34701 12913 4126163 3644817 333120 148226 6277581 6272625 272833 280711 349123 532928 36491186 42037819 31275 20617 264376 164732 101879 99644 429893 429773 147638 124837 44101408 49798954 264727 653387 603261 477876 9531207 12856207 3742445 3216789 14141640 17204259 X 12272932 13765249 17686836 18829446 29959768 32594695 44101408 49798954 2634927 0 X X 0 1 X 1 1 1 X 2091031 2233141 12106897 5946726 4686232 27064027 2091031 2233141 12106897 5946726 4686232 27064027 27064027 21397 6956 12514 144153 163914 348934 27412961 2062364 0.98730 0.99180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2903 26 2929 2900 3 2903 2896 4 2900 2879 17 2896 2863 16 2879 1.00000 0 0 163853 78964 84889 100523 85768 14755 99644 MORTGAGE ESCROW AND TRUST ACCOUNTS 3216789 3216789 6815874 0 6815874 -54784 -54784 6761090 4180947 54784 54784 4126163 0 4126163 PART V, LINE 4: TO PRESERVE FUNDS FOR FUTURE OPERATIONS PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSITION OF REAL ESTATE PROPERTY FOR SALE -54,784. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSITION OF REAL ESTATE PROPERTY FOR SALE 54,784. 1 DISTRICT 7 HUMAN RESOURCES DEVELOPMENT COUNCIL INC PO BOX 2016 BILLINGS MT 59103 810300207 501(C)(3) 134037 0 GENERAL HOUSING COUNSELING HEADWATERS RC&D AREA INC 65 E BROADWAY BUTTE MT 59701 237380551 501(C)(3) 6520 0 GENERAL HOUSING COUNSELING HOMEWORD INC 1535 LIBERTY LANE SUITE 116A MISSOULA MT 59808 810522626 501(C)(3) 114082 0 GENERAL HOUSING COUNSELING HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC 32 SOUTH TRACY BOZEMAN MT 59715 810350886 501(C)(3) 78994 0 GENERAL HOUSING COUNSELING NEIGHBORHOOD HOUSING SERVICES INC OF GREAT FALLS 509 1ST AVE S GREAT FALLS MT 59401 810389825 501(C)(3) 126602 0 FORECLOSURE COUNSELING, GENERAL HOUSING COUNSELING NORTHWEST MONTANA HUMAN RESOURCES INC DBA COMMUNITY ACTION PARTNERSHIP OF PO BOX 8300 KALISPELL MT 59903 810366018 501(C)(3) 25060 0 GENERAL HOUSING COUNSELING ROCKY MOUNTAIN DEVELOPMENT COUNCIL PO BOX 1717 HELENA MT 59624 810296458 501(C)(3) 35168 0 GENERAL HOUSING COUNSELING GREAT NORTHERN DEVELOPMENT CORPORATION 233 CASCADE STREET WOLF POINT MT 59201 810494064 501(C)(3) 5289 0 GENERAL HOUSING COUNSELING RURAL DYNAMICS INC 410 CENTRAL AVE SUITE 401 GREAT FALLS MT 59401 810303443 501(C)(3) 170605 0 GENERAL HOUSING COUNSELING 9 9 PART I, LINE 2: THE ORGANIZATION FOLLOWS THE REQUIREMENTS OF THE UNIFORM GUIDANCE POST-FEDERAL AWARD REQUIREMENTS FOR SUBRECIPIENT MONITORING (2 CFR 200.331-333) OF ITS GRANT FUNDS. BRUCE BRENSDAL BOARD MEMBER BOARD MEMBER IS AN EMPLOYEE WITH A STATE AGENCY THAT THE ORGANIZATION RECEIVES FUNDING FROM. 0 JIM MORTON BOARD MEMBER BOARD MEMBER IS AN EMPLOYEE WITH ANOTHER NON-PROFIT AGENCY THAT RECEIVED COUNSELING FEES FROM THE ORGANIZATION. 0 TORI MATEJOVSKY BOARD MEMBER BOARD MEMBER IS AN EMPLOYEE WITH ANOTHER NON-PROFIT AGENCY THAT RECEIVES FUNDING FROM THE ORGANIZATION. 0 MIKE SMITH BOARD MEMBER BOARD MEMBER IS AN OFFICER AT A BANK WITH WHICH THE ORGANIZATION PARTNERS ON LENDING ACTIVITIES AND RECEIVES INVESTMENTS. 0 JEFF GATICA BOARD MEMBER BOARD MEMBER IS AN OFFICER AT A BANK WITH WHICH THE ORGANIZATION PARTNERS ON LENDING ACTIVITIES AND RECEIVES GRANTS. 0 SARA SAVAGE BOARD MEMBER BOARD MEMBER IS AN EMPLOYEE WITH ANOTHER NON-PROFIT AGENCY THAT RECEIVED COUNSELING FEES FROM THE ORGANZATION. 0 MARIA VALANDRA BOARD MEMBER BOARD MEMBER IS AN OFFICER AT A BANK WITH WHICH THE ORGANIZATION PARTNERS ON LENDING ACTIVITIES AND RECEIVES INVESTMENTS. 0 KARISSA TRUJILLO BOARD MEMBER BOARD MEMBER IS AN EMPLOYEE WITH ANOTHER NON-PROFIT AGENCY THAT RECEIVED COUNSELING FEES AND DEVELOPMENT LOANS FROM THE ORGANIZATION. 0 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. FORM 990, PART XII, LINE 2C NO CHANGE IN THE OVERSIGHT OR SELECTION PROCESS.