Valley Neighbors of the Flathead

Nonprofit profile at a glance

EIN
862676456
IRS 990 coverage
2023–2025
Forms available
Form 990 2025, Form 990-EZ 2022
Location
Kalispell, MT, USA
Phone
4068714856
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Alliance/Advocacy

Official website

Reported finances

Revenue
$255,651
Expenses
$277,259
Assets
$30,755
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

8 people listed

Highest reported compensation

  • REBECCA MILLER (CHAIR): $30,000 total reported compensation
  • JOHN SKINNER (VICE-CHAIR): $30,000 total reported compensation
  • RON GERSON (MEMBER): $16,500 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Valley neighbors is a nonprofit organization that cultivates a welcoming environment for immigrants in the flathead valley.

What it reported doing in 2025

In 2025, the organization provided housing support, legal referrals and funding, medical and dental referrals, language services, educational system support, assistance in accessing benefits and services including navigating a new cultural landscape. The organization provided funding for 19 immigrant men, women, and children to file for asylum. Our clients worked on paying portions of their legal fees, paying back loans for urgent needs, and worked their way up to paying their rent independently. These contributions enable us to assist even more clients. Housing program: in 2025, with your help we were able to break down barriers to housing, through rental assistance, help with utilities, landlord outreach, and other creative approaches. While housing is a significant budgetary expenditure, we also brought in a significant amount of client rent to help stretch our housing dollars further. Rent spending comprised 161,378, but client rent repaid 104,087 of that cost. Your giving helped to fund a contractor who manages our housing program. Even for those who did not receive financial assistance for rent, our housing coordinator was able to assist families with rent readiness meetings and help filling out housing applications. Legal access program: we were also able to fund important legal assistance, work that opens the doors to being able to live and work as a full member of the community. Work permits and social security cards help protect people from exploitative work and housing situations. They empower people to meet their familys needs themselves, which is the desire of almost every client we work with. With the generous contributions of our donors, we funded a legal services coordinator, provided for a document preparer or lawyer to help 19 people prepare their asylum applications (a total of 7 cases). Our legal services coordinator helped people understand the basics of the steps they needed to complete in their process and connected them to the resources appropriate to their situation and needs. Social services: our social services coordinator worked to help people with a myriad of practical problems, like how to get a drivers license, car insurance, or register a car. He assisted clients in navigating the public benefits office, for the few who qualified.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 88% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 92
  • Transparency & Controls: 89
  • Accountability: 69
  • Sustainability: 22
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 92.6%; rating input score 93
  • Fundraising efficiency: $16.66 raised per $1 spent on fundraising; rating input score 50; 50th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 15th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 2 of 9 controls in place; rating input score 25
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Limited
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -8.5%; rating input score 21; 21st percentile among comparable filings
  • Total-asset coverage ratio: 0.11; rating input score 7; 7th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 27.6%; rating input score 12; 12th percentile among comparable filings

Growth

  • Program expense growth: 12.7% per year; rating input score 100; 73rd percentile among comparable filings
  • Revenue growth: 38.6% per year; rating input score 100; 95th percentile among comparable filings
  • Asset growth: 19.2% per year; rating input score 100; 82nd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 92.6% of spending went to programs
  • Governance: 8 of 8 board members independent · 2 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $257K in reported program spending
  • Leadership: top reported pay $30K · 8 people listed
  • Consistency: 20 of 21 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 3 filing years from 2023 to 2025
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Governance controls: 5 of 7 not reported.
  • Review — Financial Efficiency: Fundraising efficiency scored 50/100.
  • High — Sustainability: Operating margin scored 21/100.
  • High — Sustainability: Total-asset coverage ratio scored 7/100.
  • Review — Transparency & Controls: Schedule G fundraiser detail did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 12/100.