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Hw-Confluence INC FY2023 filing

Not tax-deductible

Missoula, MTMutual-benefit / member-servingCommunity DevelopmentEIN 27-2532183Revenue $43K in FY2023

On file with the IRS1535 Liberty Ln Ste 116a, 59808-2042 · Missoula, MTTax-exempt since Mar 2012

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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

FY2023 · 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
68 mo
of spending, in cash
Looks good: 68.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$4.3M
127% of total assets
Concern: liabilities are 127% 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
$43K
-2% vs prior year
Spent
$85K
To programs
100%
Net assets
−$911K
By yearFY2021–FY2025
Revenue
$43K
FY2023▼ -2%
Tap a bar for its year
Revenue by fiscal year
FY2021$44K
FY2022$44K
FY2023$43K
FY2024$66K
FY2025$86K
Expenses
$85K
FY2023▲ +0.7%
Tap a bar for its year
Expenses by fiscal year
FY2021$82K
FY2022$85K
FY2023$85K
FY2024$89K
FY2025$91K
Net assets
−$911K
FY2023▼ -5%
Tap a bar for its year
Net assets by fiscal year
FY2021−$828K
FY2022−$869K
FY2023−$911K
FY2024−$934K
FY2025−$940K

From the FY2023 Form 990 (year ending June 2023) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2023 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% · $85K

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

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Beth Hayes
President
$0Pt VII · Sec A
Alice Jones
Past President
$0Pt VII · Sec A
Meg Haenn
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Andrea Davis
Executive Director
$0Pt VII · Sec A
Matt Joseph
Finance Director
$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 →

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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.

Questions for Hw-Confluence INC

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Provided by the organization

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1 program · $85K · in their own filed words · FY2022
01

Holding property and title to property; to lease property and collect income therefrom; and to turnover the entire amount, less expenses, to Homeword, Inc.

$85Kprogram expense

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$43K
Ln 12
Fees for servicesLn 2g$83K
Investment incomeLn 3$260
Money outPt IX
$85K
Ln 25
Programscol B$85K
Owns and owesPt X
−$911K
net assets · Ln 32
Cash and savingsLn 1–2$484K
Total assetsLn 16$3.3M
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$83K
Investment incomeLn 3$260
Total revenueLn 12$43K
Assets in detailPt X, end of year
CashLn 1$139K
SavingsLn 2$344K
Cash and savings togetherLn 1–2$484K
Land, buildings, equipmentLn 10c$2.9M
Total assetsLn 16$3.3M
LiabilitiesLn 26$4.3M
Net assetsLn 32−$911K
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 FY23End FY23
Cash and savingsLn 1–2$460K$484K
Land, buildings, equipmentLn 10c$3.0M$2.9M
Total assetsLn 16$3.4M$3.3M
LiabilitiesLn 26$4.3M$4.3M
Net assetsLn 32−$869K−$911K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$2K$2K
Legal feesLn 11b$32$32
Accounting feesLn 11c$2K$2K
Advertising and promotionLn 12$66$66
OccupancyLn 16$13K$13K
InterestLn 20$33K$33K
Depreciation, depletion and amortizationLn 22$24K$24K
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$10K$10K
Total functional expensesLn 25$85K$85K$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 Viewing $43K$85K−$42K−$911K 990 PDF
FY2022 $44K$85K−$41K−$869K 990 PDF
FY2021 $44K$82K−$37K−$828K 990 PDF

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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 FY2023 990 (6 parts)
Part I · Summary $43,189 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $76,995$83,165
I-10 Investment incomePrior year $31$260
I-11 Other revenuePrior year −$33,118−$40,236
I-12 Total revenuePrior year $43,908$43,189
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $84,673$85,257
I-18 Total expensesPrior year $84,673$85,257
I-19 Revenue less expensesPrior year −$40,765−$42,068
Part VI · Governance 5 of 5 board members independent, 4 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $43,189 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $83,165$83,165
VIII-3 Investment incomeExcluded from tax $260$260
VIII-6 Net rental income or lossRelated to mission −$40,236−$40,236
VIII-12 Total revenueRelated to mission $42,929 · Unrelated business $0 · Excluded from tax $260$43,189
Part IX · Statement of functional expenses $85,257 across 9 lines filed
IX-11a Management feesPrograms $2,027$2,027
IX-11b Legal feesPrograms $32$32
IX-11c Accounting feesPrograms $1,504$1,504
IX-12 Advertising and promotionPrograms $66$66
IX-16 OccupancyPrograms $12,656$12,656
IX-20 InterestPrograms $32,875$32,875
IX-22 Depreciation, depletion and amortizationPrograms $23,690$23,690
IX-23 InsurancePrograms $2,637$2,637
IX-24 Other expenses (24a–d)Programs $9,770$9,770
IX-25 Total functional expensesPrograms $85,257 · Management $0 · Fundraising $0$85,257
Part X · Balance sheet $3,348,194 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $119,632$139,321
X-2 Savings and temporary cash investmentsStart of year $340,266$344,223
X-4 Accounts receivableStart of year $1,062$1,165
X-9 Prepaid expenses and deferred chargesStart of year $2,052$0
X-10c Land, buildings and equipment, netStart of year $2,952,883$2,863,485
X-16 Total assetsStart of year $3,415,895$3,348,194
X-17 Accounts payable and accrued expensesStart of year $395,731$438,451
X-24 Unsecured notes and loans payableStart of year $2,429,822$2,429,822
X-26 Total liabilitiesStart of year $4,285,047$4,259,415
X-27 Net assets without donor restrictionsStart of year −$869,152−$911,221
X-32 Total net assets or fund balancesStart of year −$869,152−$911,221
X-33 Total liabilities and net assetsStart of year $3,415,895$3,348,194
Part XI · Reconciliation of net assets −$911,221 net assets at year end
XI-1 Total revenue$43,189
XI-2 Total expenses$85,257
XI-3 Revenue less expenses−$42,068
XI-4 Net assets at start of year−$869,152
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$911,221

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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