2025-06-20T12:20:07-05:00 2024-09-30 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC P O BOX 989 GREAT FALLS MT 59403 990 2023-10-01 810389825 NEIGHBORHOOD HOUSING SERVICES INC OF GF NEIG 4067615861 509 1ST AVE SOUTH GREAT FALLS MT 59401 SHERRIE AREY EXECUTIVE DIRECTOR 4067615861 2025-06-19 1 0 TONY VANORNY P00662403 4067612820 2025-05-28 2023 2025-03-06 01:10:19Z NEIGHBORWORKS GREAT FALLS SHERRIE AREY 509 1ST AVE SOUTH GREAT FALLS MT 59401 5919485 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 24 1880 -42173 0 1619441 3033822 558391 634200 258616 91532 -68827 -303746 2367621 3455808 52500 24000 0 0 1293070 1314366 0 0 110054 494645 978379 1840215 2316745 527406 1139063 22445207 21272729 5814352 4337056 16630855 16935673 THE MISSION OF NEIGHBORWORKS GREAT FALLS IS CREATING STRONG NEIGHBORHOODS AND SUCCESSFUL HOMEOWNERS BY DEVELOPING AND PROMOTING QUALITY AFFORDABLE HOUSING. 0 0 1715193 24000 332288 IN FISCAL YEAR 2024, NEIGHBORWORKS GREAT FALLS COMPLETED 1 AFFORDABLE FAMILY HOME, COMPLETED 10 SELF-HELP SWEAT EQUITY HOMES, GRADUATED 272 FAMILIES FROM HOMEBUYER EDUCATIONS COURSES, GENERATED 58,975 HOURS OF COUNSELING, 29 HOUSEHOLDS RECEIVED COUNSELING IN FORECLOSURE PREVENTION, 26 HOMEBUYERS PARTICIPATED IN OUR MATCHED SAVINGS PROGRAM AND 8 RECEIVED DOWN PAYMENT ASSISTANCE, 417 NEW NEIGHBORS ENROLLED IN COUNSELING, AND ORIGINATED 46 NEW LOANS FOR FIRST TIME HOMEBUYERS AND DEBT RESTRUCTURING. 1715193 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 1 0 0 1 0 0 0 0 1 27 0 1 24 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 DIRECTOR 1.00 X 0 0 0 JIM DEA PRESIDENT 2.00 X X 0 0 0 CELIA BLEWETT 1ST VICE PRESIDENT 2.00 X X 0 0 0 SUSAN HUMBLE SECRETARY 1.00 X X 0 0 0 KARI YOUNG 2ND VICE PRESIDENT 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 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 MORGAN YEGERLEHNER DIRECTOR 1.00 X 0 0 0 PAM BLACKWELL DIRECTOR 1.00 X 0 0 0 SUSAN CROCKER 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 ALLISON TANGEN DIRECTOR 1.00 X 0 0 0 TIM LIGHTBOURNE TREASURER 1.00 X X 0 0 0 SHERRIE AREY EXECUTIVE DIRECTOR 40.00 X 114747 0 14833 JEFF NEIFFER FINANCE DIRECTOR 40.00 X 94879 0 14487 209626 0 29320 1 0 0 0 0 2565015 468807 38881 3033822 OTHER PROGRAM SERVICE REV 531390 176974 176974 GOVERNMENT CONTRACT INCOME 531390 157418 157418 INTEREST ON LOANS 525990 133579 133579 DEVELOPMENT AND DESIGN FEES 531390 113569 113569 PROPERTY FINANCING FEE 525990 27336 27336 25324 25324 634200 123570 123570 809938 1126115 -316177 -316177 -267473 -48704 1305524 1337562 -32038 -32038 -40339 8301 MISCELLANEOUS 531390 12431 5900 6531 12431 3455808 332288 -42173 131871 24000 24000 257496 84956 162986 9554 834459 611259 171268 51932 35056 24701 9550 805 96587 66597 27332 2658 90768 62631 23694 4443 11004 11004 67785 46732 18169 2884 39382 26326 13056 35853 24044 6436 5373 5478 4827 651 131350 82875 37981 10494 41449 36122 1976 3351 5592 5592 52838 39778 10529 2531 21744 21532 212 CREDIT LOSS EXPENSE 466777 466777 FEES, SUBSCRIPTIONS, AN 36844 29475 4745 2624 DONATED GOODS 20031 15682 4000 349 RENT EXPENSE 15689 15689 26563 25598 965 2316745 1715193 491498 110054 1344112 1133040 4044554 3775447 49245 36127 377354 82807 9207863 8685040 43850 41534 6534629 1707809 4114039 4826820 261477 184946 3002713 2506968 22445207 21272729 239579 309259 291500 161500 4913848 3478574 275000 275000 94425 112723 5814352 4337056 X 7967792 8023759 8663063 8911914 16630855 16935673 22445207 21272729 X 1139063 327009 -1161254 X 0 1 X 1 1 1 X 1411088 1423090 1629911 1619441 3033821 9117351 1411088 1423090 1629911 1619441 3033821 9117351 9117351 24725 18432 41594 89743 123570 298064 4523 4523 2964 6531 9495 9429433 7554351 0.96690 0.96940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1723910 311412 399669 11004 2423987 1276565 307603 147222 7480 1723910 1417278 134848 -267395 8166 1276565 1077758 136498 203022 1417278 906806 90947 80005 1077758 0.13171 0.86829 0.00000 0 0 298215 298215 6236414 1707809 4528605 4826820 REAL PROPERTY HELD FOR SALE 2506968 2506968 MORTGAGE ESCROW AND TRUST ACCOUNTS 99913 DEFERRED GIFT ANNUITY OBLIGATIONS 12810 112723 4897928 327009 1126115 1453124 3444804 11004 11004 3455808 3431856 1126115 1126115 2305741 11004 11004 2316745 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 1,126,115. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 1,126,115. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 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. 8 24000 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 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 3 1250 APPRAISED VALUE X REAL ESTATE DEVELOPMENT COSTS AND MATERIALS 40 38881 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: ADJUSTMENT TO IMPLEMENT CECL -1,161,254. NWGF BEARGRASS VILLAGE LLC 509 1ST AVE S GREAT FALLS MT 59401 371828612 REAL ESTATE MT 38631 563214 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF FIRST AVENUE ESTATES LLC 509 1ST AVE S GREAT FALLS MT 59401 364832398 REAL ESTATE MT 150954 1545902 NEIGHBORHOOD HOUSING SERVICES INC OF GF NEIGHBORWORKS GREAT FALLS DEVELOPMENT 509 1ST AVE S GREAT FALLS MT 59401 352556868 REAL ESTATE MT 4268 215116 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF VISTA VILLAS LLC 509 1ST AVE S GREAT FALLS MT 59401 320489376 REAL ESTATE MT -2 -24241 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF EIGHTH AVENUE APTS LLC 509 1ST AVE S GREAT FALLS MT 59401 300993012 REAL ESTATE MT 43087 243061 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF ROCKCRESS 9 LLC 509 1ST AVE S GREAT FALLS MT 59401 371876227 REAL ESTATE MT 7876 22147 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF ROCKCRESS 4 LLC 509 1ST AVE S GREAT FALLS MT 59401 301012967 REAL ESTATE MT 16873 47452 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF MERIWETHER CROSSING LLC 509 1ST AVE S GREAT FALLS MT 59401 841844958 REAL ESTATE MT 332772 488537 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF GOLDEN VALLEY HOMES LLC 509 1ST AVE S GREAT FALLS MT 59401 843129619 REAL ESTATE MT 284834 961267 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF QUIET DAY MANOR LLC 509 1ST AVE S GREAT FALLS MT 59401 843150685 REAL ESTATE MT 291705 1086290 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 0 1239704 NEIGHBORHOOD HOUSING SERVICES INC OF GF NWGF BAATZ BLOCK 509 1ST AVE S GREAT FALLS MT 59401 874684031 REAL ESTATE MT 0 35 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 34943 898661 NEIGHBORHOOD HOUSING SERVICES INC OF GF