Nonprofit · EIN 81-0522626
HOMEWORD INC
Tax-exempt · MISSOULA, MT 59808
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,262,886 | $9,108,032 | $1,154,854 | $65,077,123 | $24,028,125 | $41,048,998 |
| June 30, 2024 | 990 | $13,199,994 | $7,314,552 | $5,885,442 | $64,376,198 | $24,461,498 | $39,914,700 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,624,795
- of which government grants
- $1,457,162
- Program service revenue
- $7,836,406
- Investment income
- $5,139
- Other revenue
- $796,546
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $392,829
- Other salaries and wages
- $781,463
- Salaries, compensation and benefits (total)
- $1,241,264
- Professional fundraising fees
- $0
- Travel
- $47,091
- Depreciation
- $1,925,724
- Program services (functional)
- $8,837,058
- Management and general (functional)
- $78,930
- Fundraising (functional)
- $192,044
Balance sheet and other
- Total assets, start of year
- $64,376,198
- Total assets, end of year
- $65,077,123
- Total liabilities, end of year
- $24,028,125
- Net assets, end of year
- $41,048,998
- Land, buildings and equipment
- $37,730,959
- Net assets without donor restrictions
- $41,048,998
- Gross receipts
- $10,262,886
- Employees
- 18
- Volunteers
- 34
- Year formed
- 1998
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KARISSA TRUJILLO | Executive Dir. Trustee or director, Officer | 40 | $113,858 |
| HEATHER MCMILIN | Director Trustee or director, Officer | 40 | $102,622 |
| MATT JOSEPH | Director Trustee or director, Officer | 40 | $97,631 |
| JULIE PAVLISH | Director Trustee or director, Officer | 40 | $78,718 |
| BETH HAYES | Board Member Trustee or director | 1 | $0 |
| MEG HAENN | Vice President Trustee or director, Officer | 1 | $0 |
| JESSICA VIZZUTTI | President Trustee or director, Officer | 1 | $0 |
| JASON ERICKSON | Treasurer Trustee or director, Officer | 1 | $0 |
| ALICE JONES | Board Member Trustee or director | 1 | $0 |
| ADRIENNE MAXWELL | Secretary Trustee or director | 1 | $0 |
| SARA NELSON | BOARD MEMBER Trustee or director | 0 | $0 |
| RYAN SEARS | BOARD MEMBER Trustee or director | 0 | $0 |
| BRUCE HAROLDSON | Board Member Trustee or director | 1 | $0 |
| GRETCHEN HOOKER | Board Member Trustee or director | 1 | $0 |
| JESSICA WELTMAN | BOARD MEMBER Trustee or director | 0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAUREEN RUDE | Board Member Trustee or director | 1 | $0 |
| PELAH HOYT | Board Member Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KARISSA TRUJILLO | Executive Dir. Trustee or director, Officer | 40 | $102,379 |
| HEATHER MCMILIN | Director Trustee or director, Officer | 40 | $94,240 |
| MATT JOSEPH | Director Trustee or director, Officer | 40 | $90,933 |
| JULIE PAVLISH | Director Trustee or director, Officer | 40 | $55,342 |
| BETH HAYES | President Trustee or director | 1 | $0 |
| MEG HAENN | Vice President Trustee or director, Officer | 1 | $0 |
| JESSICA VIZZUTTI | Secretary Trustee or director, Officer | 1 | $0 |
| JASON ERICKSON | Treasurer Trustee or director, Officer | 1 | $0 |
| ALICE JONES | Board Member Trustee or director | 1 | $0 |
| ADRIENNE MAXWELL | MEMBER Trustee or director | 1 | $0 |
| BRUCE HAROLDSON | Board Member Trustee or director | 1 | $0 |
| GRETCHEN HOOKER | Board Member Trustee or director | 1 | $0 |
| JESSICA WELTMAN | BOARD MEMBER Trustee or director | 0 | $0 |
| SARA NELSON | MEMBER Trustee or director | 0 | $0 |
| MAUREEN RUDE | Board Member Trustee or director | 1 | $0 |
| RYAN SEARS | MEMBER Trustee or director | 0 | $0 |
| PELAH HOYT | Board Member Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1535 LIBERTY LN STE 116A, MISSOULA, MT 59808-2042
- Principal officer (990 for 2024)
- KARISSA TRUJILLO, 1535 LIBERTY LANE 116A, MISSOULA, MT 59808
- Signed the 990
- KARISSA TRUJILLO, Executive Dir.
- Phone
- (406) 532-4663
- Website
- WWW.HOMEWORD.ORG
- Return prepared by
- FJ & Associates PLLC
Mission
HOMEWORD USES SUSTAINABLE METHODS TO PROVIDE SAFE, HEALTHY HOMES THAT PEOPLE CAN AFFORD AND STRENGTHENS THE COMMUNITY THROUGH HOUSING COUNSELING AND EDUCATION.
Program accomplishments
- PROPERTY MANAGEMENT:DAILY ACTIVITES ARE CONTRACTED WITH QUALIFIED THIRD-PARTY PROPERTY MANAGEMENT COMPANIES. HOMEWORD OVERSEES THE ASSET MANAGEMENT OF THE DEVELOPED PROPERTIES INCLUDING REGULATORY COMPLIANCE AND FINANCIAL MANAGEMENT ONCE HOUSING DEVELOPMENT COMPLETES CONSTRUCTION AND DEVELOPMENT OF THE PROPERTIES.Expenses $7,463,568
- HOUSING DEVELOPMENT:HOUSING DEVELOPMENT PROVIDES HOMES PEOPLE CAN AFFORD TO FAMILIES WITH LOWER INCOME THROUGH DEVELOPMENT OF SINGLE-FAMILY AND MULTI-FAMILY PROJECTS AND PRESERVATION OF EXISTING HOMES. DEVELOPMENT IS ALSO RESPONSIBLE FOR THE FORMATION OF TAX CREDIT PARTNERSHIPS AND OTHER LEGAL ENTITIES CREATED FOR THE PURPOSE OF OWNERSHIP AND DEVELOPMENT. COSTS INCLUDE STAFF WAGES, UNRECOUPED EXPENSES ASSOCIATED WITH NEW OR REHABILITATION PREDEVELOPMENT AND CONSTRUCTION MANAGEMENTS COSTS. NEARLY ALL OF DEVELOPMENT INCOME IS GENERATED VIA FEDERAL AND STATE GRANTS AND IS PASSED THROUGH DIRECTLY TO THE PROJECTS IN FORMS OF LOANS AND EQUITY. HOMEWORD RETAINS A PORTION OF ANY DEVELOPER FEE NOT DEFERRED FOR OPERATIONS.Expenses $584,035
- ASSET MANAGEMENT:Asset Management is responsible for managing Homeword's properties.Expenses $420,713
- HOME OWNERSHIP CENTER:HOMEWORDS HOME OWNERSHIP CENTER PROVIDES A VARIETY OF COUNSELING AND EDUCATION SERVICES TO PEOPLE LIVING WITH LOW TO MODERATE INCOMES AT NO COSTS, INCLUDING HOMEBUYER, FINANICAL AND RENTER EDUCATION AND COUNSELING. SINCE 1997, HOMEWORD HAS EMPOWERED OVER 19,500 PEOPLE. COSTS ASSOCIATED WITH THE HOME OWNERSHIP CENTER INCLUDE STAFF WAGES, OFFICE SPACE RENT, TRAINING SUPPLIES, CHILD CARE, AND OTHER COSTS INCURRED IN PROVIDING THE TRAINING AND COUNSELING SERVICES.Expenses $368,742
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0522626
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L21)
- Assets (IRS master file)
- $65,077,123
- Income (IRS master file)
- $10,262,886
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $10,262,886 | $9,108,032 | $65,077,123 | XML |
| 990 | June 2024 | $13,199,994 | $7,314,552 | $64,376,198 | XML |
| 990 | June 2023 | $8,609,814 | $7,645,607 | $58,911,808 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0522626).
Questions about HOMEWORD INC
- What is the EIN of HOMEWORD INC?
- The employer identification number (EIN) of HOMEWORD INC is 81-0522626.
- Is HOMEWORD INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to HOMEWORD INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HOMEWORD INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HOMEWORD INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOMEWORD INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HOMEWORD INC?
- The 990 for the year ended June 30, 2025 names KARISSA TRUJILLO.
- Who are the officers and directors of HOMEWORD INC?
- The 990 for the year ended June 30, 2025 lists 17 people; 4 received compensation from the organization, the highest $113,858 (KARISSA TRUJILLO, Executive Dir.).
- How much revenue does HOMEWORD INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $10,262,886, expenses of $9,108,032 and total assets of $65,077,123 at year end.
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