Nonprofit · EIN 81-0543240
MONTANA HOMEOWNERSHIP NETWORK INC
Tax-exempt · GREAT FALLS, MT 59401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $13,059,819 | $4,643,207 | $8,416,612 | $90,049,103 | $49,037,796 | $41,011,307 |
| September 30, 2024 | 990 | $6,761,090 | $4,126,163 | $2,634,927 | $49,798,954 | $17,204,259 | $32,594,695 |
| September 30, 2023 | 990 | $7,755,830 | $4,372,412 | $3,383,418 | $44,101,408 | $14,141,640 | $29,959,768 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $10,930,481
- of which government grants
- $4,978,200
- Program service revenue
- $1,781,768
- Investment income
- $347,570
- Net gain from sales of assets
- $5,490
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,535,275
- Compensation of officers, directors and key employees
- $244,619
- Other salaries and wages
- $1,123,359
- Salaries, compensation and benefits (total)
- $1,773,318
- Professional fundraising fees
- $67,917
- Legal fees
- $8,450
- Accounting fees
- $26,000
- Occupancy
- $41,933
- Travel
- $57,249
- Depreciation
- $11,070
- Program services (functional)
- $4,009,595
- Management and general (functional)
- $375,786
- Fundraising (functional)
- $257,826
Balance sheet and other
- Total assets, start of year
- $49,798,954
- Total assets, end of year
- $90,049,103
- Total liabilities, end of year
- $49,037,796
- Net assets, end of year
- $41,011,307
- Land, buildings and equipment
- $86,520
- Net assets without donor restrictions
- $20,096,992
- Net assets with donor restrictions
- $20,914,315
- Gross receipts
- $13,304,446
- Employees
- 24
- Volunteers
- 18
- Year formed
- 2001
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAIA PETERSON | EXECUTIVE DIRECTOR Officer | 40 | $133,050 | $9,022 |
| DAMONA WILLIAMS | CHIEF FINANCIAL OFFICER Officer | 40 | $93,914 | $8,633 |
| JANE PAVEK | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| TORI MATEJOVSKY | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| TOM JACOBSON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SARA SAVAGE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| BRUCE BRENSDAL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHERYL COHEN | DIRECTOR (THRU 11/24) Trustee or director | 2 | $0 | $0 |
| SARA FITZGERALD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JEFF GATICA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JIM MORTON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GEORGE NIKOLAKAKOS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| HEATHER O'LOUGHLIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL O'NEIL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MIKE SMITH | DIRECTOR Trustee or director | 2 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY TRENK | DIRECTOR Trustee or director | 2 | $0 |
| KARISSA TRUJILLO | DIRECTOR Trustee or director | 2 | $0 |
| IAN ULLMAN | DIRECTOR Trustee or director | 2 | $0 |
| MARIA VALANDRA | DIRECTOR Trustee or director | 2 | $0 |
| HANNA WARHANK | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended September 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAIA PETERSON | EXECUTIVE DIRECTOR Officer | 40 | $126,170 | $6,309 |
| DAMONA WILLIAMS | DIRECTOR OF FINANCE Officer | 40 | $75,674 | $3,784 |
| JANE PAVEK | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| TOM JACOBSON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| PEGGY TRENK | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| BRUCE BRENSDAL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GEORGE NIKOLAKAKOS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TORI MATEJOVSKY | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL O'NEIL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JIM MORTON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| HEATHER O'LOUGHLIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SARAH FITZGERALD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| IAN ULLMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JEFF GATICA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHERYL COHEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MIKE SMITH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| HANNA WARHANK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARIA VALANDRA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SARA SAVAGE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KARISSA TRUJILLO | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended September 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAIA PETERSON | EXECUTIVE DIRECTOR Officer | 40 | $111,294 | $5,565 |
| KEVIN LEE | CHIEF FINANCIAL OFFICER Officer | 40 | $99,757 | $4,988 |
| DAMONA WILLIAMS | DIRECTOR OF FINANCE Officer | 40 | $58,204 | $2,910 |
| JANE PAVEK | 1ST VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| TOM JACOBSON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| PEGGY TRENK | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANDREA DAVIS | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| BRUCE BRENSDAL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHANELL TEIGEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GEORGE NIKOLAKAKOS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TORI MATEJOVSKY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL O'NEIL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JIM MORTON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| HEATHER O'LOUGHLIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SARAH FITZGERALD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| IAN ULLMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JEFF GATICA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHERYL COHEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MIKE SMITH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| HANNA WARHANK | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 17 5TH ST S, GREAT FALLS, MT 59401-3620
- Principal officer (990 for 2024)
- KAIA PETERSON, 17 5TH STREET SOUTH, GREAT FALLS, MT 59401
- Signed the 990
- KAIA PETERSON, EXECUTIVE DIRECTOR
- Phone
- (406) 604-4500
- Website
- WWW.NWMT.ORG
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
CREATE SUSTAINABLE HOMEOWNERSHIP OPPORTUNITIES AND IMPROVE THE AVAILABILITY OF AFFORDABLE RENTALS.
Program accomplishments
- IN FISCAL YEAR 2025, NEIGHBORWORKS MONTANA PRESERVED THE AFFORDABILITY OF 370 HOMES, CREATED 72 HOMEOWNERS THROUGH EDUCATION AND DOWN PAYMENT ASSISTANCE AND GRADUATED 1,236 MONTANANS FROM HOMEBUYERS' EDUCATION.Expenses $4,009,595 · grants $1,535,275 · revenue $1,781,768
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 81-0543240
- 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
- 2002
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L20)
- Assets (IRS master file)
- $90,049,103
- Income (IRS master file)
- $13,304,446
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $13,059,819 | $4,643,207 | $90,049,103 | XML |
| 990 | September 2024 | $6,761,090 | $4,126,163 | $49,798,954 | XML |
| 990 | September 2023 | $7,755,830 | $4,372,412 | $44,101,408 | XML |
| 990 | September 2022 | $13,852,588 | $3,609,309 | $42,780,327 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | 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 81-0543240).
Questions about MONTANA HOMEOWNERSHIP NETWORK INC
- What is the EIN of MONTANA HOMEOWNERSHIP NETWORK INC?
- The employer identification number (EIN) of MONTANA HOMEOWNERSHIP NETWORK INC is 81-0543240.
- Is MONTANA HOMEOWNERSHIP NETWORK INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to MONTANA HOMEOWNERSHIP NETWORK INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTANA HOMEOWNERSHIP NETWORK 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 MONTANA HOMEOWNERSHIP NETWORK INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANA HOMEOWNERSHIP NETWORK INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of MONTANA HOMEOWNERSHIP NETWORK INC?
- The 990 for the year ended September 30, 2025 names KAIA PETERSON.
- Who are the officers and directors of MONTANA HOMEOWNERSHIP NETWORK INC?
- The 990 for the year ended September 30, 2025 lists 20 people; 2 received compensation from the organization, the highest $133,050 (KAIA PETERSON, EXECUTIVE DIRECTOR).
- How much revenue does MONTANA HOMEOWNERSHIP NETWORK INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $13,059,819, expenses of $4,643,207 and total assets of $90,049,103 at year end.
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All nonprofits in GREAT FALLS · Montana · Housing and shelter