Headwaters Community Housing Trust
Donations deductibleRevenue
$4.2m
year to 31 December 2024
Expenses
$409k
year to 31 December 2024
Total assets
$27.1m
$17k liabilities
Net assets
$27.1m
assets less liabilities
Directors and trustees
10
4.3 years on average
Staff
2
10 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
9
named in Part VII
Headwaters Community Housing Trust's network
10 people1 organisationi10 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
10 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 10 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Alec Bear | Member | 2024 | 2 yrs |
| Andras Rosner | Member | 2024 | 2 yrs |
| Andrea Kavert | Member | 2021 | 5 yrs |
| Carson Taylor | Member | 2020 | 6 yrs |
| Christine Walker | Treasurer | 2020 | 6 yrs |
| Hunter Brewster | Company secretary | 2023 | 3 yrs |
| Janay Johnson | Member | 2023 | 3 yrs |
| John Taylor | President | 2022 | 4 yrs |
| Marisa Owen | Vice President | 2022 | 4 yrs |
| Mindy Decosse | Member | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
9 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Andrea Kavert | Company secretary | 2021 |
| Carson Taylor | President | 2021 |
| Christine Walker | Vice President | 2021 |
| Francesca Pine-Rodriguez | Director | 2021 |
| Kelly Olinger | Director | 2021 |
| Michael Brown | Former Executive Director | since 2021 |
| Nathan Stein | Executive Director | 2024 |
| Randy Carpenter | Treasurer | since 2021 |
| Tracy Menuez | Director | 2021 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Nathan Stein | Executive Director | 40 | $48k | $12k | |
| John Taylor | President | 2 | $0 | ||
| Marisa Owen | Vice President | 1 | $0 | ||
| Christine Walker | Treasurer | 1 | $0 | ||
| Hunter Brewster | Secretary | 1 | $0 | ||
| Mindy Decosse | Member | 1 | $0 | ||
| Janay Johnson | Member | 1 | $0 | ||
| Andrea Kavert | Member | 1 | $0 | ||
| Carson Taylor | Member | 1 | $0 | ||
| Andras Rosner | Member | 1 | $0 | ||
| Alec Bear | Member | 1 | $0 |
About
- Legal name
- Headwaters Community Housing Trust
- EIN
- 851374727
- Address
- 321 E Main St Ste 419, Bozeman, MT, 59715-4776
- State
- Montana
- Mission
- Increase and preserve the local supply of permanently affordable housing, including for 'missing middle-income' households in bozeman, montana. (as filed on the Form 990)
- Activity (NTEE)
- L20 Housing and shelter
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Housing & Shelter
- Size band
- 8 (IRS master file code)
- Formed
- 2020
- Principal officer
- Nathan Stein (as named on the Form 990)
- IRS ruling date
- 1 November 2020
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥6years on the filingsCarson Taylor
≥6years on the filingsChristine Walker
≥5years on the filingsAndrea Kavert
≥4years on the filingsJohn Taylor
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $27.1m
- Total liabilities
- $17k
- Net assets or fund balances
- $27.1m
- Contributions and grants received
- $4.5m
- Program service revenue
- $830k
- Employees
- 2
- Volunteers
- 10
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $4.2m | $409k | $3.8m |
As filed on the IRS Form 990. US dollars.