DISTRICT XI HUMAN RESOURCE COUNCIL INC

EIN: 810332017 501(c)(3)

MISSOULA, MT

Total Revenue
$6,033,414
Total Expenses
$5,127,345
Total Assets
$19,179,501
Net Assets
$16,160,548
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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
MT
Principal Officer
RUTH BURKE
Phone
4067283710
Tax Period
2022-07-01 to 2023-06-30

DISTRICT XI HUMAN RESOURCE COUNCIL INC, founded in 1965, is a community nonprofit that reported $6.0M in total revenue in fiscal year 2022. The organization ran a surplus of $906K, a strong 15% operating margin.

Mission

WORKING TO IDENTIFY AND EXPAND RESOURCES TO PROVIDE OPPORTUNITIES FOR LOW INCOME HOUSEHOLDS IN HOUSING, HEALTH, EDUCATION, TRAINING, AND EMPLOYMENT FOR MISSOULA, MINERAL, AND RAVALLI COUNTIES.

Program Service Accomplishments

Program 1
Expenses: $1,751,384 Revenue: $2,957

HUMAN SERVICES MULTIPURPOSE: ENERGY CONSERVATION/ENERGY BILL ASSISTANCE: 3,271 PARTICIPANT APPLICATIONS FOR ASSISTANCE WITH HEATING COSTS AND WEATHERIZATION WERE PROCESSED. 2,822 HOUSEHOLDS RECEIVED...

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HUMAN SERVICES MULTIPURPOSE: ENERGY CONSERVATION/ENERGY BILL ASSISTANCE: 3,271 PARTICIPANT APPLICATIONS FOR ASSISTANCE WITH HEATING COSTS AND WEATHERIZATION WERE PROCESSED. 2,822 HOUSEHOLDS RECEIVED ASSISTANCE WITH THEIR HEATING BILL COSTS. 130 PARTICIPANTS FACING A LOSS OF RESIDENTIAL BASE LOAD OR HEATING FUEL WERE ASSISTED. 57 PARTICIPANTS WERE PROVIDED WITH CONSERVATION MEASURES, RESULTING IN DECREASED ENERGY CONSUMPTION. 129 PARTICIPANTS WHOSE HOUSEHOLD AND PRIMARY HOME WATER HEATING AND OR SPACE HEATING SYSTEMS NEEDING EMERGENCY SAFETY MODIFICATIONS WERE ASSISTED BY REPLACEMENT OR REPAIR. 318 HOUSEHOLDS RECEIVED ASSISTANCE WITH THEIR WATER BILL COSTS.

Program 2
Expenses: $1,795,953 Revenue: $166,822

COMMUNITY IMPROVEMENT, CAPACITY BUILDING: COMMUNITY SERVICE/HOMELESSNESS: PROVIDE ADVOCACY FOR AND INFORMATION AND SERVICES TO LOW INCOME PERSONS AND INFORMATION ON AVAILABLE SERVICES TO THE GENERAL...

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COMMUNITY IMPROVEMENT, CAPACITY BUILDING: COMMUNITY SERVICE/HOMELESSNESS: PROVIDE ADVOCACY FOR AND INFORMATION AND SERVICES TO LOW INCOME PERSONS AND INFORMATION ON AVAILABLE SERVICES TO THE GENERAL PUBLIC THROUGH THE 211 3-DIGIT PHONE SYSTEM. PROVIDED APPROPRIATE INFO AND ASSISTANCE TO 5,139 CALLERS ON THE 211 PHONE LINE. WORKING IN CONJUNCTION WITH LOCAL RELIGIOUS AND CHARITABLE ORGANIZATIONS, 211 PROVIDED DIRECT, EMERGENCY FINANCIAL ASSISTANCE TO 293 HOUSEHOLDS WITH NEEDS SUCH AS FOOD, GAS, RENT, RENTAL DEPOSITS, UTILITY EXPENSES, PRESCRIPTION COSTS AND OTHER CRITICAL ITEMS LIKE IDS, DRIVER'S LICENSES, AND BIRTH CERTIFICATES. EMERGENCY FOOD AND LODGING WERE PROVIDED, IN COLLABORATION WITH HOMELESS SHELTERS AND FOOD BANKS, TO LOW INCOME AND HOMELESS PEOPLE, INCLUDING CHILDREN. 5,562 MEALS SERVED AMOUNTING TO 29 LUNCHES PER DAY WERE SERVED TO CHILDREN UNDER AGE 19 IN MINERAL COUNTY. THROUGH PARTICIPATION IN A HRC PROGRAM, 1 DISABLED PERSON WAS APPROVED FOR SUPPLEMENTAL SECURITY DISABILITY (SSI).

Program 3
Expenses: $309,138 Revenue: $503,473

HOUSING, SHELTER: HOUSING: CONSTRUCTION, FINANCING, AND MANAGING LOW-INCOME HOUSING FOR PURCHASE OR RENT. HRC TYPICALLY SERVES HOUSEHOLDS BY LOANING THEM DOWN PAYMENT ASSISTANCE, ENABLING THE...

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HOUSING, SHELTER: HOUSING: CONSTRUCTION, FINANCING, AND MANAGING LOW-INCOME HOUSING FOR PURCHASE OR RENT. HRC TYPICALLY SERVES HOUSEHOLDS BY LOANING THEM DOWN PAYMENT ASSISTANCE, ENABLING THE HOUSEHOLDS TO PURCHASE THEIR FIRST HOME, HOWEVER, IN THE CURRENT YEAR THERE WERE NONE. IN THE SECTION 8 PROGRAM, AN AVERAGE OF 385 VOUCHERS PER MONTH, ALLOWED FAMILIES ACCESS TO SAFE, AFFORDABLE RENTAL HOUSING. THE YOUTH HOUSING DEMONSTRATION PROJECT ASSISTED 20 PARTICIPANTS WITH SAFE, AFFORDABLE RENTAL HOUSING.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $5,300,894
Program Service Revenue $658,441
Investment Income $53,138
Other Revenue $20,941
TOTAL REVENUE $6,033,414

Expense Breakdown

Grants Paid $1,869,746
Salaries & Benefits $2,349,931
Fundraising Expenses $0
Program Expenses $4,607,087
Other Expenses $907,668
TOTAL EXPENSES $5,127,345

Year-over-Year Comparison

2022 2021 Change
Revenue $6,033,414 $6,223,772 0.0%
Expenses $5,127,345 $5,386,404 0.0%
Net Income $906,069 $837,368 +0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
77
Volunteers
32

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$305,403
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOE LOOS CHAIR 2.00
Officer Director
$0 $0 $0
KENANI SOUZA-RESNER VICE CHAIR 1.00
Officer Director
$0 $0 $0
MICHELE LANDQUIST SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
BILLYE ANN BRICKER BOARD MEMBER 1.00
Director
$0 $0 $0
JUANITA VERO BOARD MEMBER 1.00
Director
$0 $0 $0
DUANE SIMONS BOARD MEMBER 1.00
Director
$0 $0 $0
DAN HULS BOARD MEMBER 1.00
Director
$0 $0 $0
LARRY DEGARMO BOARD MEMBER 1.00
Director
$0 $0 $0
GISELE FORREST BOARD MEMBER 1.00
Director
$0 $0 $0
CHARLIE WELLENSTEIN FORMER BOARD MEMBER 1.00
Director
$0 $0 $0
JIM MORTON FORMER EXECUTIVE DIRECTOR 40.00
Officer
$168,390 $25,810 $194,200
RUTH BURKE EXECUTIVE DIRECTOR 40.00
Officer
$84,095 $27,108 $111,203
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $6,033,414 $5,127,345 $19,179,501 $906,069
2022 $6,223,772 $5,386,404 $18,654,888 $837,368
2021 $5,687,848 $5,514,869 $18,097,187 $172,979
2020 $5,393,774 $5,368,345 $17,863,356 $25,429
2019 $5,549,648 $5,186,116 $17,640,929 $363,532
2018 $6,725,315 $4,862,299 $17,618,886 $1,863,016
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