HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC

EIN: 810350886 501(c)(3) Human Services

BOZEMAN, MT

Total Revenue
$29,426,421
Total Expenses
$22,985,340
Total Assets
$76,920,351
Net Assets
$62,606,296
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1975
Legal Domicile
MT
Principal Officer
HEATHER GRENIER
Phone
4065854896
Tax Period
2024-07-01 to 2025-06-30

HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC, founded in 1975, is a mid-sized nonprofit in the Human Services sector that reported $29.4M in total revenue in fiscal year 2024. The organization ran a surplus of $6.4M, a strong 22% operating margin.

Mission

ORGANIZATION MISSION OR SIGNIFICANT ACTIVITIES THE ORGANIZATION WAS ESTABLISHED IN 1975 SERVING SOUTHWESTERN MONTANA. WE ARE A PRIVATE, NOT-FOR-PROFIT COMMUNITY ACTION ORGANIZATION. WE EXIST TO INSTILL HOPE, DEVELOP RESOURCES, DESIGN SOLUTIONS AND CHANGE LIVES. WE ENVISION A PLACE WHERE OPPORTUNITY AND QUALITY OF LIFE ARE EQUALLY AFFORDED TO EVERYONE. WE EMPOWER COMMUNITIES BY ADDRESSING CRITICAL NEEDS, FOSTERING SELF-SUFFICIENCY, AND BRIDGING GAPS IN ACCESS, AFFORDABILITY, AND OPPORTUNITY THROUGH INTEGRATED, COMMUNITY FOCUSED SOLUTIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $26,588,583
Program Service Revenue $2,065,468
Investment Income $304,262
Other Revenue $468,108
TOTAL REVENUE $29,426,421

Expense Breakdown

Grants Paid $4,329,604
Salaries & Benefits $10,110,221
Fundraising Expenses $397,714
Program Expenses $19,694,142
Other Expenses $8,545,515
TOTAL EXPENSES $22,985,340

Year-over-Year Comparison

2024 2023 Change
Revenue $29,426,421 $28,282,026 +0.0%
Expenses $22,985,340 $20,915,661 +0.1%
Net Income $6,441,081 $7,366,365 -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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
15
Independent Members
15
Employees
262
Volunteers
2400

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
$309,814
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HEATHER GRENIER President/CEO 47.00
Officer
$147,558 $13,017 $160,575
MARK WOODARD CFO 41.00
Officer
$138,748 $10,491 $149,239
SARA SAVAGE COO 41.00
$116,285 $28,629 $144,914
MARGARET MASON CDO 41.00
$105,916 $25,429 $131,345
LILA FLEISHMAN COMMUNITY DEV DIRE 41.00
$104,668 $21,699 $126,367
THOMAS LEE RISK MANAGER 41.00
$108,655 $7,930 $116,585
JESSICA WILLMARTH BOARD MEMBER 1.00
Director
$0 $0 $0
KRISTA DICOMITIS Secretary 1.00
Officer Director
$0 $0 $0
JENNIFER VERMILLION BOARD MEMBER 1.00
Director
$0 $0 $0
LINDA YOUNG Chairman 1.00
Officer Director
$0 $0 $0
MITCH BRADLEY VICE CHAIR 1.00
Officer Director
$0 $0 $0
BRUCE GRUBBS BOARD MEMBER 1.00
Director
$0 $0 $0
PETE MACFADYEN BOARD MEMBER 1.00
Director
$0 $0 $0
SCOTT MACFARLANE BOARD MEMBER 0.00
Director
$0 $0 $0
KRIS MOOS BOARD MEMBER 1.00
Director
$0 $0 $0
PENELOPE PIERCE BOARD MEMBER 1.00
Director
$0 $0 $0
PETER SCHMIDT BOARD MEMBER 1.00
Director
$0 $0 $0
AMY STIX BOARD MEMBER 1.00
Director
$0 $0 $0
GENE TOWNSEND BOARD MEMBER 1.00
Director
$0 $0 $0
BILLIE WARFORD BOARD MEMBER 1.00
Director
$0 $0 $0
STEVE KLEIN BOARD MEMBER 1.00
Director
$0 $0 $0
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 $29,426,421 $22,985,340 $76,920,351 $6,441,081
2024 $28,282,026 $20,915,661 $69,704,891 $7,366,365
2023 $31,432,609 $20,987,997 $62,727,547 $10,444,612
2022 $20,823,174 $21,357,069 $39,131,676 $-533,895
2021 $27,758,445 $21,773,698 $47,809,301 $5,984,747
2020 $22,159,561 $17,391,272 $44,891,151 $4,768,289
2019 $20,386,384 $15,741,825 $35,973,730 $4,644,559
2018 $15,045,811 $13,769,169 $23,615,991 $1,276,642
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