NORTHWEST MONTANA HUMAN RESOURCES INC DBA COMMUNITY ACTION PARNERSHIP NW MT

EIN: 810366018 501(c)(3) Human Services

KALISPELL, MT

Total Revenue
$6,172,014
Total Expenses
$5,837,496
Total Assets
$15,583,063
Net Assets
$6,786,422
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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
MT
Principal Officer
TRACY DIAZ
Phone
4067526565
Tax Period
2023-01-01 to 2023-12-31

NORTHWEST MONTANA HUMAN RESOURCES INC DBA COMMUNITY ACTION PARNERSHIP NW MT, founded in 1976, is a community nonprofit in the Human Services sector that reported $6.2M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $5.8M left a modest 5% surplus.

Mission

CAPNM PROVIDES SOCIAL SERVICES AND ADVOCACY TOGETHER WITH LOCAL PARTNERS TO ALLEVIATE POVERTY, IMPROVE LIVES AND STRENGTHEN COMMUNITIES IN FLATHEAD, LAKE, LINCOLN AND SANDERS COUNTIES.

Program Service Accomplishments

Program 1
Expenses: $1,928,650 Revenue: $432,988

ENERGY DEPARTMENT: LIHEAP (LOW INCOME HOME ENERGY ASSISTANCE PROGRAM) PROVIDED ENERGY ASSISTANCE TO 4,674 HOUSEHOLDS IN FLATHEAD, LAKE, LINCOLN AND SANDERS COUNTIES, HELPING TO PAY ALL OR A PORTION...

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ENERGY DEPARTMENT: LIHEAP (LOW INCOME HOME ENERGY ASSISTANCE PROGRAM) PROVIDED ENERGY ASSISTANCE TO 4,674 HOUSEHOLDS IN FLATHEAD, LAKE, LINCOLN AND SANDERS COUNTIES, HELPING TO PAY ALL OR A PORTION OF THEIR HOMES WINTER HEATING COSTS. ENERGY SHARE OF MONTANA IS A PARTNERSHIP OF CONCERNED CITIZENS, ORGANIZATIONS AND LOCAL UTILITY COMPANIES COMMITTED TO HELPING MONTANA HOUSEHOLDS OVERCOME AN ENERGY CRISIS AND MOVE TOWARD SELF-RELIANCE. ENERGY SHARE HELPS WITH CRISIS ENERGY AND HEATING NEEDS THAT ARE USUALLY CAUSED BY SITUATIONS BEYOND THE HOUSEHOLDS CONTROL AND IS USED AS A LAST RESORT FOR THOSE INELIGIBLE FOR OTHER PROGRAMS OR STILL IN NEED AFTER OTHER RESOURCES ARE EXHAUSTED. THE PROGRAM IS FUNDED BY UTILITY COMPANIES, UNIVERSAL SYSTEMS BENEFITS CHARGES AND DONATIONS FROM CONCERNED CONSUMERS. THIS PROGRAM ASSISTED 125 HOUSEHOLDS WITH EMERGENCY HEATING AND/OR ENERGY NEEDS. WEATHERIZATION ASSISTED 109 HOUSEHOLDS TO REDUCE THE HIGH COST OF ENERGY FOR LOW-INCOME HOUSEHOLDS. CAPNM INSTALLS A COMBINATION OF ENERGY SAVING MEASURES SUCH AS WALL, ATTIC AND FLOOR INSULATION, DECREASING THE AMOUNT OF AIR INFILTRATION FROM DOORS AND WINDOWS AND PERFORMS EFFICIENCY AND SAFETY CHECKS ON HEATING SYSTEMS. ENERGY ASSISTANCE PROGRAMS ASSISTED 106 HOUSEHOLDS WITH EMERGENCY SERVICES TO REPAIR OR REPLACE HEATING SYSTEMS OR WATER HEATERS THAT WERE NOT WORKING PROPERLY OR WERE ENERGY INEFFICIENT. BOTH LIHEAP AND WEATHERIZATION PROVIDED EXTENSIVE EDUCATION TO HOUSEHOLDS RECEIVING AGENCY OFFERED SERVICES. INFORMATION INCLUDED: WINTER DISCONNECT PROTECTIONS, ENERGY CONSERVATION TIPS, HOME WEATHERIZATION TECHNIQUES, HOW TO OBTAIN REBATES, DISCOUNTS, AND TAX CREDITS FOR ENERGY EFFICIENCY IMPROVEMENTS. ENERGY DEPARTMENT EMPLOYEES PARTICIPATED IN NUMEROUS ACTIVITIES IN COMMUNITIES WITHIN ALL 4 OF OUR SERVICE COUNTIES MAKING PEOPLE AWARE OF ENERGY PROGRAMS THAT THEY MAY NOT OTHERWISE BE AWARE OF AND PROMOTING ENERGY CONSERVATION PRACTICES.

Program 2
Expenses: $1,497,472 Revenue: $49,040

COMMUNITY SERVICE PROGRAMS: FINANCIAL SKILL BUILDING WORKSHOP IS TO PROVIDE SUPPORT TO HELP STRENGTHEN AND IMPROVE AN INDIVIDUALS AND HOUSEHOLDS FINANCIAL KNOWLEDGE AND DECISION-MAKING SKILLS TO...

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COMMUNITY SERVICE PROGRAMS: FINANCIAL SKILL BUILDING WORKSHOP IS TO PROVIDE SUPPORT TO HELP STRENGTHEN AND IMPROVE AN INDIVIDUALS AND HOUSEHOLDS FINANCIAL KNOWLEDGE AND DECISION-MAKING SKILLS TO ACHIEVE FINANCIAL FREEDOM. THIS IS A GREAT PROGRAM FOR ANYONE LOOKING TO BECOME MORE EDUCATED ABOUT PERSONAL FINANCIAL MANAGEMENT. HOMEBUYER EDUCATION CLASS AND 1:1 HOUSING COUNSELING ALLOWS INDIVIDUALS TO LEARN ALL ASPECTS OF THE HOME BUYING PROCESS INCLUDING CREDIT REPORT AND SCORE, SHOPPING FOR MORTGAGE LOAN, BUDGETING TO PURCHASE, FINDING THE RIGHT HOME AND INSPECTION PROCESS, LOAN PROCESS AND BEING A HOMEOWNER. 56 INDIVIDUALS WERE ENROLLED IN THESE PROGRAMS. THE RENTING WISE WORKSHOP IS TO HELP RENTERS GET INTO AND MAINTAIN DECENT AND AFFORDABLE HOUSING. THIS IS A GREAT PROGRAM FOR RENTERS WHO ARE STRUGGLING TO FIND HOUSING DUE TO BLEMISHES IN THEIR PAST RENTAL HISTORY. IT IS A GREAT OPPORTUNITY TO BECOME A MORE EDUCATED TENANT. A NUMBER OF ADDITIONAL SERVICES WERE OFFERED WITHIN THIS DEPARTMENT, INCLUDING THE PROVISION OF A VARIETY OF ESSENTIAL CARE KITS FOR PARTICIPANTS. 363 VARIOUS KITS WERE PROVIDED WHICH INCLUDED WELCOME HOME KITS FOR HOMELESS HOUSEHOLDS AS THEY MOVE INTO STABLE HOUSING AND INCLUDED CLEANING SUPPLIES/KITCHEN GOODS/NEW SHEETS/EMERGENCY FOOD KITS, BABY KITS, HYGIENE KITES, SLEEPING BAGS AND EMERGENCY COLD WEATHER KITS. COMMUNITY SERVICES BLOCK GRANT (CSBG) IS THE FUNDING THAT LINKS ALL AGENCY PROGRAMS AND PROVIDED SUPPORT FOR PROGRAMS THAT ARE NOT SELF-SUSTAINING ON THEIR OWN. THE AGENCY IS PART OF THE COMMUNITY ACTION PARTNERSHIP NETWORK THAT RECEIVES THIS FUNDING. ITS EFFORTS ARE FOCUSED ON COMMUNITY PARTNERSHIPS THAT PROMOTE INDIVIDUAL, FAMILY AND COMMUNITY SELF-SUFFICIENCY. DURING THE YEAR, CAPNM MADE OVER 2,589 REFERRALS TO NON-PROFITS/SERVICES IN OUR FOUR-COUNTY SERVICE AREA. VOLUNTEERS CONTRIBUTED OVER 80 HOURS TO THE AGENCY IN 2023.CAPNM HAS CONTINUED TO BE A FIRST RESPONDER FOR DISADVANTAGED HOUSEHOLDS THAT MAY HAVE BEEN AFFECTED BY COVID 19, AND BEYOND. AND WE WORK HARD TO PRIORITIZE THE NEEDS OF OUR COMMUNITY. ALL WHILE NAVIGATING CONTINUALLY CHANGING REQUIREMENTS, FUNDING AND SERVICE DELIVERY.

Program 3
Expenses: $1,408,398 Revenue: $1,619,851

HOUSING: EMERGENCY SOLUTIONS GRANT (ESG), OFFERS EMERGENCY ASSISTANCE THROUGH RAPID RE-HOUSING AND HOMELESS PREVENTION SERVICES TO HELP THOSE FACING HOUSING INSTABILITY. THE COC RAPID RE-HOUSING...

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HOUSING: EMERGENCY SOLUTIONS GRANT (ESG), OFFERS EMERGENCY ASSISTANCE THROUGH RAPID RE-HOUSING AND HOMELESS PREVENTION SERVICES TO HELP THOSE FACING HOUSING INSTABILITY. THE COC RAPID RE-HOUSING PROGRAM HELPS HOMELESS HOUSEHOLDS MOVE AS QUICKLY AS POSSIBLE INTO PERMANENT HOUSING WITH LONG-TERM STABILITY AS THE GOAL. HOMELESS PREVENTION SERVICES ARE AVAILABLE TO INDIVIDUALS AT RISK OF HOMELESSNESS. PERMANENT SUPPORTIVE HOUSING PROGRAMS ASSISTS PEOPLE WHO ARE CHRONICALLY HOMELESS (HAS A DISABLING CONDITION AND 12+ CONSECUTIVE MONTHS OR 4 EPISODES TOTALING 12 MONTHS HOMELESS IN THE PAST THREE YEARS). SIMILAR TO SECTION 8, A PROGRAM PARTICIPANT MAY PAY UP TO 30% OF THEIR MONTHLY INCOME FOR RENT AND BASIC UTILITIES ON A QUALIFYING UNIT WITH THE PROGRAM PROVIDING FINANCIAL ASSISTANCE FOR THE REMAINING BALANCE.THESE PROGRAMS PROVIDED ASSISTANCE TO 130 INDIVIDUALS AND 78 HOUSEHOLDS IN 2023.THE COURTYARD APARTMENTS OPERATED 32 MULTI-FAMILY UNITS FOR HOUSEHOLDS WITH ANNUAL INCOMES BELOW 60% OF THE AREA MEDIAN INCOME. SECTION 8 RENTAL VOUCHER PROGRAM AND HUD-VASH ASSISTED 319 VERY LOW- AND LOW-INCOME HOUSEHOLDS TO OBTAIN OR MAINTAIN SAFE AND SANITARY HOUSING IN THE PRIVATE MARKET. THE PROGRAM PROVIDED SUBSIDIES WHICH ENABLED RENTS TO BE "AFFORDABLE" BASED ON 30% OF HOUSEHOLDS INCOME. CAPNM IS THE SOLE OWNER OF WESTGATE APARTMENTS, TEAKETTLE VISTA II APARTMENTS, TREASURE MANOR APARTMENTS, SUNNY SLOPE APARTMENTS AND TEAKETTLE VISTA I APARTMENTS. THESE COMPLEXES HAVE A COMBINED TOTAL OF 120 UNITS AND ARE DESIGNATED FOR THE ELDERLY AND DISABLED POPULATIONS BASED UPON FINANCING REQUIREMENTS/ RESTRICTIONS.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,949,969
Program Service Revenue $2,101,931
Investment Income $43,578
Other Revenue $76,536
TOTAL REVENUE $6,172,014

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,727,698
Fundraising Expenses $0
Program Expenses $5,384,828
Other Expenses $3,109,798
TOTAL EXPENSES $5,837,496

Year-over-Year Comparison

2023 2022 Change
Revenue $6,172,014 $5,709,908 +0.1%
Expenses $5,837,496 $5,631,432 +0.0%
Net Income $334,518 $78,476 +3.3%
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
10
Independent Members
10
Employees
56
Volunteers
18

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
7
$440,564
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TRACY DIAZ Executive Dir. 40.00
Officer
$138,638 $18,939 $157,577
CARRIE GABLE CFO 40.00
Officer
$107,925 $12,954 $120,879
CASSIDY KIPP PROJECT DEVELOP 40.00
Officer
$77,637 $11,993 $89,630
SARAH ACZAS PROGRAM OPERATI 40.00
Officer
$58,647 $13,831 $72,478
WENDY NISSEN President 0.00
Officer Director
$0 $0 $0
STEVE STANLEY Vice President 0.00
Officer Director
$0 $0 $0
LAURA BURROWES Secretary/Treas 0.00
Officer Director
$0 $0 $0
ROBIN HAIDLE Director 0.00
Director
$0 $0 $0
JIM HAMMONS Director 0.00
Director
$0 $0 $0
CHANCE BARRETT Director 0.00
Director
$0 $0 $0
JOHN HOLLAND Director 0.00
Director
$0 $0 $0
ALECIA DAVIS Director 0.00
Director
$0 $0 $0
JAMIE QUINN Director 0.00
Director
$0 $0 $0
DONNA MARTIN Director 0.00
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
2024 No data No data No data No data
2023 $6,172,014 $5,837,496 $15,583,063 $334,518
2022 $5,709,908 $5,631,432 $13,525,818 $78,476
2021 $5,442,155 $5,209,105 $13,692,405 $233,050
2020 $4,793,266 $4,416,463 $10,746,899 $376,803
2019 $4,370,454 $4,632,325 $6,516,641 $-261,871
2018 $5,132,613 $5,772,935 $6,945,332 $-640,322
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