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 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

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 WORK TO ACHIEVE THIS BY HELPING PEOPLE OF ALL AGES AND SITUATIONS CONFRONT AND OVERCOME OBSTACLES SO THAT THEY CAN IMPROVE THEIR LIVES. WE WORK TO ADDRESS THE CAUSES AND CONDITIONS OF POVERTY, OPERATING A FAMILY OF SERVICES ADDRESSING PRESSING HUMAN NEEDS: HUNGER, HOUSING AND HOMELESSNESS, CHILD AND YOUTH DEVELOPMENT, SENIOR EMPOWERMENT, COMMUNITY TRANSPORTATION, HOME HEATING, EFFICIENCY, AND SAFETY, AND COMMUNITY AND ECONOMIC DEVELOPMENT. THROUGH INNOVATIVE SOLUTIONS, STRATEGIC PARTNERSHIPS, GRASSROOTS ENGAGEMENT AND EFFECTIVE PROGRAMMING, WE FOSTER SUSTAINABLE RESULTS THROUGH PRACTICAL, COMPREHENSIVE APPROACHES TO SOCIAL AND ECONOMIC CHALLENGES.

Program Service Accomplishments

Program 1
Expenses: $6,020,313 Revenue: $73,761

FOOD & NUTRITION:HRDC'S FOOD AND NUTRITION INITIATIVES WORK TO ALLEVIATE FOOD INSECURITY ACROSS THE GALLATIN VALLEY AND THE SURROUNDING AREAS. THROUGH OUR GALLATIN VALLEY, HEADWATERS AREA, AND BIG...

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FOOD & NUTRITION:HRDC'S FOOD AND NUTRITION INITIATIVES WORK TO ALLEVIATE FOOD INSECURITY ACROSS THE GALLATIN VALLEY AND THE SURROUNDING AREAS. THROUGH OUR GALLATIN VALLEY, HEADWATERS AREA, AND BIG SKY COMMUNITY FOOD BANKS, FOOD ASSISTANCE IS PROVIDED IN THE FORM OF EMERGENCY FOOD BOXES, PROVIDING A FIVE TO SEVEN-DAY SUPPLY OF FOOD. OUR KIDSPACK PROGRAM PROVIDES HEALTHY SNACK PACKS FOR THE WEEKEND DURING THE SCHOOL YEAR FOR CHILDREN ELIGIBLE FOR THE FREE/REDUCED LUNCH PROGRAM. OUR SUMMER LUNCH PROGRAM PROVIDES FREE NUTRITIONALLY BALANCED LUNCHES DURING THE SUMMER MONTHS. OUR SENIOR GROCERY PROGRAM PROVIDES MONTHLY SUPPLEMENTAL FOODS TO AREA SENIORS. OUR FORK & SPOON OFFERS DINNER ON A PAY WHAT YOU CAN MODEL 5 DAYS PER WEEK. NUTRITION IS VITAL FOR OUR AREA'S VULNERABLE SENIOR AND CHILD POPULATIONS, AND OUR SERVICES TOUCH 1 IN 10 PERSONS THROUGHOUT THE GALLATIN VALLEY. NUTRITION SERVICES COMPRISED 24.09% OF ORGANIZATIONAL ACTIVITIES AND EXPENDITURES AND ARE MADE POSSIBLE BY FUNDING FROM: FOOD DONATIONS, PRIVATE DONATIONS, FUNDRAISING ACTIVITIES, CONTRACT INCOME, PRIVATE GRANTS, AND OTHER

Program 2
Expenses: $3,881,841 Revenue: $477,935

TRANSPORTATION:HRDC'S PUBLIC TRANSPORTATION INITIATIVE, STREAMLINE, PROVIDES FARE FREE PUBLIC TRANSIT SERVING THE COMMUNITIES OF BELGRADE, BOZEMAN, AND LIVINGSTON. SYSTEMS RUN 7 DAYS PER WEEK WITH 4...

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TRANSPORTATION:HRDC'S PUBLIC TRANSPORTATION INITIATIVE, STREAMLINE, PROVIDES FARE FREE PUBLIC TRANSIT SERVING THE COMMUNITIES OF BELGRADE, BOZEMAN, AND LIVINGSTON. SYSTEMS RUN 7 DAYS PER WEEK WITH 4 ROUTES AND OFFER LINKAGES WITH SKYLINE (TO BIG SKY), COMMUTER ROUTES TO BELGRADE AND LIVINGSTON, AND LATE NIGHT SERVICE TO THE GREATER BOZEMAN AREA. STREAMLINE IS PROVIDING CLOSE TO 200,000 RIDES ANNUALLY. HRDC'S PARATRANSIT INITIATIVE, GALAVAN, SERVES OUR SENIOR AND DISABLED RESIDENTS WITH A DEMAND-RESPONSE TRANSPORTATION SYSTEM TO MEDICAL AND OTHER APPOINTMENTS, PROVIDING VITAL CONNECTIONS FOR MORE MANY AREA RESIDENTS. TRANSPORTATION COMPRISES 15.53% OF THE ORGANIZATION'S ACTIVITIES AND EXPENDITURES

Program 3
Expenses: $3,541,716 Revenue: $920,113

HOUSING:HRDCS HOUSING INITIATIVES WORK ACROSS ALL LEVELS OF HOUSING SECURITY, FROM HOMELESSNESS TO HOMEOWNERSHIP. HRDCS HOUSING PROGRAMS WORK TO ENSURE THAT EVERY MEMBER OF OUR COMMUNITY CAN AFFORD...

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HOUSING:HRDCS HOUSING INITIATIVES WORK ACROSS ALL LEVELS OF HOUSING SECURITY, FROM HOMELESSNESS TO HOMEOWNERSHIP. HRDCS HOUSING PROGRAMS WORK TO ENSURE THAT EVERY MEMBER OF OUR COMMUNITY CAN AFFORD TO HAVE AND PRESERVE PLACE TO CALL HOME, WHETHER IT IS IN THE FORM OF EMERGENCY SHELTER, TRANSITIONAL HOUSING, AFFORDABLE RENTALS, RENTAL SUBSIDIES, DOWN PAYMENT ASSISTANCE, OR HOME REPAIRS. HRDC INCORPORATES ITS COMMUNITY DEVELOPMENT AND STRATEGIC PLANNING INITIATIVES INTO A HOUSING STRATEGY TO MEET BOTH THE NEEDS OF THE COMMUNITY AND OUR CUSTOMERS THROUGH A BROAD CASE MANAGEMENT AND RESOURCE NAVIGATION APPROACH. HRDCS HOUSING INITIATIVE ENCOMPASSES THE WARMING CENTER (SEASONAL SHELTER), TRANSITIONAL HOUSING PROGRAMMING, AFFORDABLE HOUSING UNITS, AND A HOMEOWNERSHIP CENTER OFFERING SERVICES FROM HOMEBUYER EDUCATION TO FORECLOSURE PREVENTION. HRDC'S HOUSING INITIATIVE COMPRISES 21.20% OF ALL ORGANIZATIONAL EXPENDITURES AND OPERATIONS. HRDC'S HOUSING PROGRAMS PROVIDE: 132 BEDS OF INDIVIDUAL AND 42 FAMILY ROOMS OF YEAR-ROUND EMERGENCY SHELTER, OUTREACH AND DROP-IN SERVICES, 60 UNITS OF YOUTH AND TRANSITIONAL HOUSING, 400 RENTAL ASSISTANCE VOUCHERS, ALMOST 500 UNITS OF AFFORDABLE HOUSING, HOMELESS PREVENTION AND HOUSING PLACEMENT ASSISTANCE, HOMEBUYER EDUCATION, AND DOWN PAYMENT ASSISTANCE. THIS IS MADE POSSIBLE BY FUNDING FROM: PRIVATE DONATIONS, DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT, HOME, NEIGHBORWORKS OF MONTANA, MONTANA DEPARTMENT OF COMMERCE, PRIVATE GRANTS, CITY OF BOZEMAN, MANAGEMENT FEES, RENTS, PROGRAM REVENUE AND OTHER SOURCES.

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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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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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