2024-05-31T11:57:43-05:00 2023-09-30 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC P O BOX 989 GREAT FALLS MT 59403 990 2022-10-01 810389825 NEIGHBORHOOD HOUSING SERVICES INC OF GF NEIG 4067615861 509 1ST AVE SOUTH GREAT FALLS MT 59401 SHERRIE AREY EXECUTIVE DIRECTOR 4067615861 2024-05-24 1 SHERRIE AREY 999009999 0 TONY VANORNY P00662403 4067612820 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NEIGHBORWORKS GREAT FALLS SHERRIE AREY 509 1ST AVE SOUTH GREAT FALLS MT 59401 4291419 0 X HTTP://WWW.NWGF.ORG/ X 1980 MT NEIGHBORWORKS GREAT FALLS CREATES STRONG NEIGHBORHOODS AND SUCCESSFUL HOMEOWNERS BY DEVELOPING AND PROMOTING QUALITY AFFORDABLE HOUSING. 20 20 31 1706 -38675 0 1629911 1619441 1011172 558391 -58776 258616 -93872 -68827 2488435 2367621 24250 52500 0 0 1141401 1293070 0 0 122648 569941 494645 1735592 1840215 752843 527406 21930570 22445207 5934852 5814352 15995718 16630855 THE MISSION OF NEIGHBORWORKS GREAT FALLS IS CREATING STRONG NEIGHBORHOODS AND SUCCESSFUL HOMEOWNERS BY DEVELOPING AND PROMOTING QUALITY AFFORDABLE HOUSING. 0 0 1270994 52500 677226 IN FISCAL YEAR 2023, NEIGHBORWORKS GREAT FALLS COMPLETED 4 AFFORDABLE FAMILY HOMES, COMPLETED 10 SELF-HELP SWEAT EQUITY HOMES, GRADUATED 262 FAMILIES FROM HOMEBUYER EDUCATIONS COURSES, GENERATED 38,270 HOURS OF COUNSELING, 22 HOUSEHOLDS ASSISTED IN FORECLOSURE OR REVERSE MORTGAGES, 41 HOMEBUYERS PARTICIPATED IN OUR MATCHES SAVINGS PROGRAM, COUNSELED 104 FAMILIES INTO FIRST TIME HOME OWNERSHIP, AND ORIGINATED 26 NEW LOANS FOR FIRST TIME HOMEBUYERS AND DEBT RESTRUCTURING. 1270994 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 24 0 31 1 1 1 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X X THE ORGANIZATION 4067615861 509 1ST AVE SOUTH GREAT FALLS MT 59401 SEAN STURGES PRESIDENT 2.00 X X 0 0 0 JIM DEA 1ST VICE PRESIDENT 1.00 X X 0 0 0 CELIA BLEWETT 2ND VICE PRESIDENT 1.00 X X 0 0 0 SUSAN HUMBLE SECRETARY 1.00 X X 0 0 0 KARI YOUNG TREASURER 1.00 X X 0 0 0 STEVE KING DIRECTOR 1.00 X 0 0 0 KRISTI POLLARD DIRECTOR 1.00 X 0 0 0 HEALY GODWIN DIRECTOR 1.00 X 0 0 0 LINDA DAGGETT DIRECTOR 1.00 X 0 0 0 JACK PROTHERO DIRECTOR 2.00 X 0 0 0 TERRY MILLER DIRECTOR 1.00 X 0 0 0 STEVE L'HEUREUX DIRECTOR 1.00 X 0 0 0 TRAVIS NEIL DIRECTOR 1.00 X 0 0 0 PAM BLACKWELL DIRECTOR 1.00 X 0 0 0 ANN WHITTLESEY DIRECTOR 1.00 X 0 0 0 MIKE PARCHEN DIRECTOR 1.00 X 0 0 0 CARLEY TUSS DIRECTOR 1.00 X 0 0 0 TROY LANE DIRECTOR 1.00 X 0 0 0 ROSE SCHUSTER DIRECTOR 1.00 X 0 0 0 TIM LIGHTBOURNE DIRECTOR 1.00 X 0 0 0 SHERRIE AREY EXECUTIVE DIRECTOR 40.00 X 109131 0 13888 JEFF NEIFFER FINANCE DIRECTOR 40.00 X 90064 0 13523 199195 0 27411 1 0 0 0 0 1096080 523361 220169 1619441 GOVERNMENT CONTRACT INCOME 531390 234263 234263 INTEREST ON LOANS 525990 125136 125136 DEVELOPMENT AND DESIGN FEES 531390 81979 81979 OTHER PROGRAM SERVICE REV 531390 65716 65716 PROPERTY FINANCING FEE 525990 19207 19207 32090 32090 558391 89743 89743 773391 848985 -75594 -75594 -33955 -41639 7955 1235731 0 1074813 7955 160918 168873 148987 19886 MISCELLANEOUS 531390 6767 3803 2964 6767 2367621 677226 -38675 109629 52500 52500 240287 53009 176725 10553 824687 628334 125583 70770 26348 14375 9113 2860 92968 67358 23185 2425 108780 80112 21941 6727 7734 7734 55660 47078 7329 1253 31064 23349 1119 6596 32942 23133 6213 3596 11196 7464 3732 108552 65953 35134 7465 53529 40364 8853 4312 5576 5576 40194 25987 11959 2248 19374 19204 170 DONATED GOODS 45007 43959 1048 FEES, SUBSCRIPTIONS, AN 32925 23311 6819 2795 RENT EXPENSE 17490 17490 SMALL EQUIPMENT PURCHAS 14592 14592 18810 17846 964 1840215 1270994 446573 122648 1154827 1344112 3760103 4044554 44135 49245 87590 377354 9397131 9207863 30363 43850 5621026 1506987 4067410 4114039 28867 261477 3360144 3002713 21930570 22445207 266468 239579 424000 291500 4765530 4913848 275000 275000 203854 94425 5934852 5814352 X 7365826 7967792 8629892 8663063 15995718 16630855 21930570 22445207 X 527406 107727 4 X 0 1 X 1 1 1 X 1551670 1411088 1423090 1629911 1619441 7635200 1551670 1411088 1423090 1629911 1619441 7635200 3543 7631657 35846 24725 18432 41594 89743 210340 4523 4523 19799 2964 22763 7872826 6832602 0.96940 0.97370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1276565 307603 147222 7480 1723910 1417278 134848 -267395 8166 1276565 1077758 136498 203022 1417278 906806 90947 80005 1077758 670195 204582 32029 906806 0.14400 0.85600 0 0 226965 226965 5394061 1506987 3887074 4114039 REAL PROPERTY HELD FOR SALE 3002713 3002713 MORTGAGE ESCROW AND TRUST ACCOUNTS 75895 DEFERRED GIFT ANNUITY OBLIGATIONS 18530 94425 3315500 107727 847886 955613 2359887 7734 7734 2367621 2680363 847886 847886 1832477 7734 4 7738 1840215 PART IV, LINE 2B: THE ORGANIZATION HOLDS ESCROW FUNDS FOR TAXES AND INSURANCE FOR CLIENTS THAT HAVE LOANS WITH THE ORGANIZATION. PART V, LINE 4: THE ENDOWMENT WAS ESTABLISHED TO PRESERVE FUNDS FOR FUTURE OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 847,886. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 847,886. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 4. PART IV THE ORGANIZATION PROVIDES CREDIT COUNSELING, DEBT MANAGEMENT, AND CREDIT REPAIR SERVICES. 0 INDIVIDUAL DEVELOPMENT ACCOUNTS - NEIGHBORWORKS GREAT FALLS PROVIDES A MATCHED SAVINGS ACCOUNT PROGRAM TO HELP PARTICIPANTS ESTABLISH SAVINGS AND BUDGETING HABITS IN PREPARATION FOR HOMEOWNERSHIP. THE PROGRAM MATCHES SAVINGS TOWARD A DOWNPAYMENT ON A HOME 3:1. 19 52500 JIM DEA BOARD MEMBER BOARD MEMBER WORKS FOR A REALTY COMPANY THAT HAS RECEIVED INCOME IN THE NORMAL COURSE OF BUSINESS FROM THE ORGANIZATION. 0 STEVE KING BOARD MEMBER BOARD MEMBER IS THE FORMER PRESIDENT OF A LOCAL CREDIT UNION WITH WHICH THE ORGANIZATION HAS SEVERAL BANK ACCOUNTS. 0 SEAN STURGES BOARD MEMBER BOARD MEMBER IS A FINANCIAL ADVISOR WITH AN INVESTMENT COMPANY WHICH THE COMPANY HAS SEVERAL ACCOUNTS. 0 KRISTI POLLARD BOARD MEMBER BOARD MEMBER WORKS FOR AN INVESTMENT COMPANY WITH WHICH THE ORGANIZATION HAS SEVERAL ACCOUNTS. 0 X 1 161000 APPRAISED VALUE X REAL ESTATE DEVELOPMENT COSTS AND MATERIALS 22 59169 INVOICE COSTS 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C DISCUSSED AT THE BOARD MEETINGS AND THE STAFF IS ASKED ABOUT AND MONITORS CONFLICTS OF INTEREST PERIODICALLY THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS USED NEIGHBORWORKS AMERICA DATA TO ESTABLISH THE SALARY RANGE FOR THE EXECUTIVE DIRECTOR WHICH IS REVIEWED ANNUALLY. ALL POSITIONS SALARY RANGES ARE BASED ON COMPREHENSIVE SALARY SURVEYS CONDUCTED BY ASSOCIATED EMPLOYERS, INC. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING 4. NWGF BEARGRASS VILLAGE LLC 509 1ST AVE S GREAT FALLS MT 59401 371828612 REAL ESTATE MT 24462 349825 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF FIRST AVENUE ESTATES LLC 509 1ST AVE S GREAT FALLS MT 59401 364832398 REAL ESTATE MT 151781 1627774 NEIGHBORHOOD HOUSING SERVICES INC OF GF NEIGHBORWORKS GREAT FALLS DEVELOPMENT 509 1ST AVE S GREAT FALLS MT 59401 352556868 REAL ESTATE MT 0 1218448 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF VISTA VILLAS LLC 509 1ST AVE S GREAT FALLS MT 59401 320489376 REAL ESTATE MT -125 -24239 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF EIGHTH AVENUE APTS LLC 509 1ST AVE S GREAT FALLS MT 59401 300993012 REAL ESTATE MT 40458 250174 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF ROCKCRESS 9 LLC 509 1ST AVE S GREAT FALLS MT 59401 371876227 REAL ESTATE MT 7644 29271 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF ROCKCRESS 4 LLC 509 1ST AVE S GREAT FALLS MT 59401 301012967 REAL ESTATE MT 16381 62718 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF MERIWETHER CROSSING LLC 509 1ST AVE S GREAT FALLS MT 59401 841844958 REAL ESTATE MT -1225 804082 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF GOLDEN VALLEY HOMES LLC 509 1ST AVE S GREAT FALLS MT 59401 843129619 REAL ESTATE MT 274460 1017667 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF QUIET DAY MANOR LLC 509 1ST AVE S GREAT FALLS MT 59401 843150685 REAL ESTATE MT 275519 1050986 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF AUTUMN RUN LLC 509 1ST AVE S GREAT FALLS MT 59401 854009405 REAL ESTATE MT 0 100 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF HIGHLAND DEVELOPMENT 509 1ST AVE S GREAT FALLS MT 59401 873086806 REAL ESTATE MT 708 1099131 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF BAATZ BLOCK 509 1ST AVE S GREAT FALLS MT 59401 874684031 REAL ESTATE MT 0 0 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF ROBERTS LLC 509 1ST AVE S GREAT FALLS MT 59401 932519286 REAL ESTATE MT 0 0 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF ULMER SQUARE LLC 509 1ST AVE S GREAT FALLS MT 59401 922455113 REAL ESTATE MT 0 38312 NEIGHBORHOOD HOUSING SERVICES INC OF GF