Mission
INCREASE AND PRESERVE THE LOCAL SUPPLY OF PERMANENTLY AFFORDABLE HOUSING, INCLUDING FOR 'MISSING MIDDLE-INCOME' HOUSEHOLDS IN BOZEMAN, MONTANA.
Public Charity
HEADWATERS COMMUNITY HOUSING TRUST
HEADWATERS COMMUNITY HOUSING TRUST is a Public Charity headquartered in BOZEMAN, MT. Financial data from the 2024 filing: $4.2M revenue, $409K expenses, $27.1M total assets. 2 publicly reported grants to this organization, totaling roughly $16K, appear in IRS filings.
EIN: 851374727
BOZEMAN, MT
Housing Development, Construction & Management
NTEE: L20
Latest filing: 2024
Total Revenue$4.2M
Total Expenses$409K
Total Assets$27.1M
Grant Records2
Funding Total$16K
Filing Years2020–2024
Where $100 goes at Headwaters Community Housing Trust
How Headwaters Community Housing Trust divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.
$62
Programs
the work itself
$36
Management
running the organization
$2
Fundraising
raising the next dollar
Inside the $62 for programs
$62
Headwaters Community Housing Trust takes a community-based approach to address affordable housing by empowering individuals and families through homeownership
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
For grant recipient's exempt purposes
$6,500
For grant recipient's exempt purposes
$10,000
Showing up to 5 of 2 total records — full history available with membership.
Officers & Directors
MEMBER
Alec Bear
MEMBER
Andras Rosner
MEMBER
Andrea Kavert
MEMBER
Carson Taylor
TREASURER
Christine Walker
SECRETARY
Hunter Brewster
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $4.2M | $409K | $27.1M |
| 2023 | $12.3M | $536K | $29.5M |
| 2022 | $2.0M | $483K | $29.9M |
| 2021 | $10.1M | $191K | $13.3M |
| 2020 | $55K | $33K | $34K |
Between 2020 and 2024, reported annual revenue grew from $55K to $4.2M (+7526%), with total assets most recently reported at $27.1M.
Interactive year-over-year charts and full filing details available with membership.