Hw-Confluence INC FY2021 filing

Not tax-deductible

Missoula, MTMutual-benefit / member-servingCommunity DevelopmentEIN 27-2532183

This page gets seen. Tell your story. Claim this org.

To support Homeword, Inc., a Montana 501(c)(3) corporation. The exclusive purpose is to hold property and title to property; to lease property and collect income therefrom; and to turnover the entire amount thereof, less expenses, to Homeword, Inc.

100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $30K a year · 52% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
65 mo
of spending, in cash
Looks good: 65.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$4.3M
124% of total assets
Concern: liabilities are 124% of assets; over 80%.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$44K
Spent
$82K
To programs
100%
Net assets
−$828K
By yearFY2021–FY2025
Revenue
$44K
FY2021
Revenue by fiscal year
FY2021$44K
FY2022$44K
FY2023$43K
FY2024$66K
FY2025$86K
Expenses
$82K
FY2021
Expenses by fiscal year
FY2021$82K
FY2022$85K
FY2023$85K
FY2024$89K
FY2025$91K
Net assets
−$828K
FY2021
Net assets by fiscal year
FY2021−$828K
FY2022−$869K
FY2023−$911K
FY2024−$934K
FY2025−$940K

From the FY2021 Form 990 (year ending June 2021) · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2012.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $82K

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$0Pt VII · Sec A
Finance Director
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Past President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A

Karissa Trujillo’s $114K as Executive Dir. is at the 98th percentile of top reported officer pay among 168 <$100K community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

See Hw-Confluence INC executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Holds and leases property, giving all income to Homeword, Inc.

Provided by the organization

This section is blank until Hw-Confluence INC claims this page.

Know this organization? Claim it to add your story

1 program service account for $82K of program spending, described in the organization's own filed words · FY2020.
01

To hold property and title to property; to lease property and collect income therefrom; and to turn over the entire amount, less expenses, to Homeword, Inc.

$82Kprogram expense

Run this program? Claim this org to tell your story

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$44K
Ln 12
Fees for servicesLn 2g$76K
Investment incomeLn 3$28
Money outPt IX
$82K
Ln 25
Programscol B$82K
Owns and owesPt X
−$828K
net assets · Ln 32
Cash and savingsLn 1–2$442K
Total assetsLn 16$3.5M
LiabilitiesLn 26$4.3M
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$76K
Investment incomeLn 3$28
Total revenueLn 12$44K
Assets in detailPt X, end of year
CashLn 1$102K
SavingsLn 2$340K
Cash and savings togetherLn 1–2$442K
Land, buildings, equipmentLn 10c$3.0M
Total assetsLn 16$3.5M
LiabilitiesLn 26$4.3M
Net assetsLn 32−$828K
OperationsPt I, VI
EmployeesI 50
VolunteersI 65
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$406K$442K
Land, buildings, equipmentLn 10c$3.1M$3.0M
Total assetsLn 16$3.5M$3.5M
LiabilitiesLn 26$4.3M$4.3M
Net assetsLn 32−$791K−$828K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$2K$2K
Legal feesLn 11b$33$33
Accounting feesLn 11c$1K$1K
OccupancyLn 16$9K$9K
InterestLn 20$35K$35K
Depreciation, depletion and amortizationLn 22$24K$24K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$8K$8K
Total functional expensesLn 25$82K$82K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $86K$91K−$5K−$940K 990 PDF
FY2024 $66K$89K−$23K−$934K 990 PDF
FY2023 $43K$85K−$42K−$911K 990 PDF
FY2022 $44K$85K−$41K−$869K 990 PDF
FY2021 Viewing $44K$82K−$37K−$828K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $44,231 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $75,859$75,859
VIII-3 Investment incomeExcluded from tax $28$28
VIII-6 Net rental income or lossUnrelated business −$31,656−$31,656
VIII-12 Total revenueRelated to mission $75,859 · Unrelated business −$31,656 · Excluded from tax $28$44,231
Part IX · Statement of functional expenses $81,542 across 8 lines filed
IX-11a Management feesPrograms $2,027$2,027
IX-11b Legal feesPrograms $33$33
IX-11c Accounting feesPrograms $1,140$1,140
IX-16 OccupancyPrograms $8,914$8,914
IX-20 InterestPrograms $35,182$35,182
IX-22 Depreciation, depletion and amortizationPrograms $23,690$23,690
IX-23 InsurancePrograms $2,433$2,433
IX-24 Other expenses (24a–d)Programs $8,123$8,123
IX-25 Total functional expensesPrograms $81,542 · Management $0 · Fundraising $0$81,542
Part X · Balance sheet $3,487,040 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $65,354$101,744
X-2 Savings and temporary cash investmentsStart of year $340,207$340,234
X-4 Accounts receivableStart of year $932$768
X-9 Prepaid expenses and deferred chargesStart of year $2,077$2,014
X-10c Land, buildings and equipment, netStart of year $3,131,677$3,042,280
X-16 Total assetsStart of year $3,540,247$3,487,040
X-17 Accounts payable and accrued expensesStart of year $313,960$360,579
X-24 Unsecured notes and loans payableStart of year $2,429,822$2,429,822
X-26 Total liabilitiesStart of year $4,331,323$4,315,427
X-27 Net assets without donor restrictionsStart of year −$791,076−$828,387
X-32 Total net assets or fund balancesStart of year −$791,076−$828,387
X-33 Total liabilities and net assetsStart of year $3,540,247$3,487,040
Part XI · Reconciliation of net assets −$828,387 net assets at year end
XI-1 Total revenue$44,231
XI-2 Total expenses$81,542
XI-3 Revenue less expenses−$37,311
XI-4 Net assets at start of year−$791,076
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$828,387

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.