ACLU OF MONTANA FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ACLU OF MONTANA FOUNDATION INC (EIN 81-0445339)
Tax period
2020-04-01 to 2021-03-31
Filed
2022-02-11
IRS object ID
202230429349301418
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-02-11T11:52:22-06:00ReturnTs
Tax Period End2021-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810348775PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JUNKERMIERCLARKCAMPANELLASTEVENS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 16237AddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59808ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810445339EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ACLU OF MONTANA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlACLUBusinessNameControlTxt
Phone4064438590PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1968AddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59806ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAITLIN BORGMANNPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4064438590PhoneNum
Signature2022-02-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCAITLINPersonFirstNm
Person LastBORGMANNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDREW RIEKER CPAABVPreparerPersonNm
PTINP01372762PTIN
Phone4065494148PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCAITLIN BORGMANNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1968AddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59806ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,023,129GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ACLUMONTANA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateMTLegalDomicileStateCd
Activity Or MissionOUR MISSION IS TO DEFEND, PRESERVE, AND ADVANCE CIVIL LIBERTIES.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee19TotalEmployeeCnt
Total Volunteers130TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,252,061PYContributionsGrantsAmt
CY Contributions Grants$2,964,965CYContributionsGrantsAmt
PY Program Service Revenue$26,844PYProgramServiceRevenueAmt
CY Program Service Revenue$35,458CYProgramServiceRevenueAmt
PY Investment Income$35,343PYInvestmentIncomeAmt
CY Investment Income$22,706CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,314,248PYTotalRevenueAmt
CY Total Revenue$3,023,129CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$992,223PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,078,030CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$268,518CYTotalFundraisingExpenseAmt
PY Other Expenses$342,880PYOtherExpensesAmt
CY Other Expenses$934,601CYOtherExpensesAmt
PY Total Expenses$1,335,103PYTotalExpensesAmt
CY Total Expenses$2,012,631CYTotalExpensesAmt
PY Revenues Less Expenses-$20,855PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,010,498CYRevenuesLessExpensesAmt
Total Assets BOY$2,617,654TotalAssetsBOYAmt
Total Assets EOY$3,693,376TotalAssetsEOYAmt
Total Liabilities BOY$195,869TotalLiabilitiesBOYAmt
Total Liabilities EOY$133,767TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,421,785NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,559,609NetAssetsOrFundBalancesEOYAmt
MissionDEFEND, PRESERVE AND ADVANCE CIVIL LIBERTIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$291,324ExpenseAmt
Revenue$35,458RevenueAmt
DescLEGAL PROGRAM - PROVIDE REPRESENTATION FOR INDIVIDUALS AND ENTITIES ON MATTERS REGARDING CIVIL LIBERTIES AND CONSTITUTIONAL RIGHTS VIOLATIONS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$998,352ExpenseAmt
DescPUBLIC POLICY - ADVOCATE FOR POLICY REFORM RELATED TO CIVIL LIBERTIES AND CONSTITUTIONAL RIGHTSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$187,592ExpenseAmt
DescCOMMUNICATIONS - EDUCATED AND INFORMED THE PUBLIC ABOUT CIVIL LIBERTIES ISSUES AND THE ACLU OF MONTANA'S WORK, INCLUDING ON CRIMINAL JUSTICE REFORM, RACIAL JUSTICE, AND OTHER RIGHTS, THROUGH PRINT AND ELECTRONIC MEDIA.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,477,268TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document17IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee19EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4064438590PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1968AddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59806ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
VICKIE CHRISTIE
PRESIDENT2.001.00Yes (X)Yes (X)$0$0$0
SHEILA BONNAND
VICE PRESIDENT2.001.00Yes (X)Yes (X)$0$0$0
DAVE STAUFFER
TREASURER2.001.00Yes (X)Yes (X)$0$0$0
ZEKE CAMPFIELD
SECRETARY2.001.00Yes (X)Yes (X)$0$0$0
MARY HERNANDEZ
NATIONAL BOARD REPRESENTATIVE2.001.00Yes (X)Yes (X)$0$0$0
ANNA WHITING SORRELL
EQUITY OFFICER2.001.00Yes (X)Yes (X)$0$0$0
SARAH JANE HOWELL
DIRECTOR2.001.00Yes (X)$0$0$0
GILBERT KALONDE
DIRECTOR2.001.00Yes (X)$0$0$0
PAUL MCKEAN
DIRECTOR2.001.00Yes (X)$0$0$0
NATASCHA QUIMBY
DIRECTOR2.001.00Yes (X)$0$0$0
LIBBY SMITH
DIRECTOR2.001.00Yes (X)$0$0$0
TERRY BRADLEY
DIRECTOR2.001.00Yes (X)$0$0$0
HEATHER CORSON
DIRECTOR2.001.00Yes (X)$0$0$0
ELDENA BEAR DON'T WALK
DIRECTOR2.001.00Yes (X)$0$0$0
ALEXANDER DREUSSI
DIRECTOR2.001.00Yes (X)$0$0$0
DUSTIN SCHNEIDER
DIRECTOR2.001.00Yes (X)$0$0$0
PAUL SILVERMAN
DIRECTOR2.001.00Yes (X)$0$0$0
MARTHE VANSICKLE
FORMER DIRECTOR2.001.00Yes (X)$0$0$0
DAVID NIMICK
FORMER DIRECTOR2.001.00Yes (X)$0$0$0
CAITLIN BORGMANN
EXECUTIVE DIRECTOR40.001.00Yes (X)$99,757$0$17,361
FieldValueIRS element (for citing)
Total Reportable Comp From Org$99,757TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$17,361TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,964,965AllOtherContributionsAmt
Noncash Contributions$70,700NoncashContributionsAmt
Total Contributions$2,964,965TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescATTORNEY FEESDesc
Business900099BusinessCd
Total Revenue Column$35,458TotalRevenueColumnAmt
Related Or Exempt Func Income$35,458RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$35,458TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,706TotalRevenueColumnAmt
Exclusion$22,706ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,023,129TotalRevenueColumnAmt
Related Or Exempt Func Income$35,458RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$22,706ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$122,373TotalAmt
Program Services$82,581ProgramServicesAmt
Management And General$19,697ManagementAndGeneralAmt
Fundraising$20,095FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$740,869TotalAmt
Program Services$499,959ProgramServicesAmt
Management And General$119,251ManagementAndGeneralAmt
Fundraising$121,659FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$54,949TotalAmt
Program Services$37,081ProgramServicesAmt
Management And General$8,845ManagementAndGeneralAmt
Fundraising$9,023FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$88,425TotalAmt
Program Services$59,672ProgramServicesAmt
Management And General$14,233ManagementAndGeneralAmt
Fundraising$14,520FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$71,414TotalAmt
Program Services$48,192ProgramServicesAmt
Management And General$11,495ManagementAndGeneralAmt
Fundraising$11,727FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$235,817TotalAmt
Program Services$119,246ProgramServicesAmt
Management And General$57,409ManagementAndGeneralAmt
Fundraising$59,162FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$9,611TotalAmt
Program Services$4,860ProgramServicesAmt
Management And General$2,340ManagementAndGeneralAmt
Fundraising$2,411FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$37,878TotalAmt
Program Services$19,154ProgramServicesAmt
Management And General$9,221ManagementAndGeneralAmt
Fundraising$9,503FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$248,653TotalAmt
Program Services$248,598ProgramServicesAmt
Management And General$55ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$270,799TotalAmt
Program Services$268,875ProgramServicesAmt
Management And General$797ManagementAndGeneralAmt
Fundraising$1,127FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,660TotalAmt
Program Services$3,873ProgramServicesAmt
Management And General$1,865ManagementAndGeneralAmt
Fundraising$1,922FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$52,471TotalAmt
Program Services$33,905ProgramServicesAmt
Management And General$10,656ManagementAndGeneralAmt
Fundraising$7,910FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,335TotalAmt
Program Services$952ProgramServicesAmt
Management And General$383ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,471TotalAmt
Program Services$5,990ProgramServicesAmt
Management And General$1,998ManagementAndGeneralAmt
Fundraising$1,483FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,169TotalAmt
Program Services$4,781ProgramServicesAmt
Management And General$223ManagementAndGeneralAmt
Fundraising$165FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
TELECOMMUNICATIONS$29,411$19,437$5,045$4,929
EQUIPMENT$8,561$6,651$920$990
DUES AND SUBSCRIPTIONS$7,708$7,356$242$110
CONFERENCES, MEETINGS,$6,070$4,861$799$410

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,987TotalAmt
Program Services$1,244ProgramServicesAmt
Management And General$1,371ManagementAndGeneralAmt
Fundraising$1,372FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,012,631TotalAmt
Program Services$1,477,268ProgramServicesAmt
Management And General$266,845ManagementAndGeneralAmt
Fundraising$268,518FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$247,509BOYAmt
EOY$265,088EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$507,836BOYAmt
EOY$742,863EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$190,991BOYAmt
EOY$713,624EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$12,320BOYAmt
EOY$12,423EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$157,080LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$116,849LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$47,671BOYAmt
EOY$40,231EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,607,032BOYAmt
EOY$1,806,822EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,295BOYAmt
EOY$112,325EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,617,654BOYAmt
EOY$3,693,376EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$145,045BOYAmt
EOY$133,767EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$50,824BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$195,869BOYAmt
EOY$133,767EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,805,644BOYAmt
EOY$2,728,637EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$616,141BOYAmt
EOY$830,972EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,421,785BOYAmt
EOY$3,559,609EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,617,654BOYAmt
EOY$3,693,376EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,010,498ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$127,326NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,255,786CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,003,913CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,319,621CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,269,161CurrentTaxYearMinus1YearAmt
Current Tax Year$2,953,792CurrentTaxYearAmt
Total$8,802,273TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,255,786CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,003,913CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,319,621CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,269,161CurrentTaxYearMinus1YearAmt
Current Tax Year$2,953,792CurrentTaxYearAmt
Total$8,802,273TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$624,704SubstantialContributorsTotAmt
Public Support Total170$8,177,569PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,633CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,844CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,371CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,343CurrentTaxYearMinus1YearAmt
Current Tax Year$22,706CurrentTaxYearAmt
Total$108,897TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,641CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,645CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,210CurrentTaxYearMinus2YearsAmt
Total$30,496TotalAmt
FieldValueIRS element (for citing)
Total Support$8,941,666TotalSupportAmt
Gross Receipts Rltd Activities$62,302GrossReceiptsRltdActivitiesAmt
Public Support CY1700.91450PublicSupportCY170Pct
Public Support PY1700.91470PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,012,631FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,012,631FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,632FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$62,658FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$149,337CurrentYearMinus3Amt
Current Year Minus2$189,344CurrentYearMinus2Amt
Current Year Minus1$208,510CurrentYearMinus1Amt
Current Year$250,632CurrentYearAmt
Total$797,823TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,196,735LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$10,968CurrentYearMinus3Amt
Current Year Minus2$97,913CurrentYearMinus2Amt
Current Year Minus1$5,647CurrentYearMinus1Amt
Total$114,528TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$37,334CurrentYearMinus3Amt
Current Year Minus2$47,336CurrentYearMinus2Amt
Current Year Minus1$52,128CurrentYearMinus1Amt
Current Year$62,658CurrentYearAmt
Total$199,456TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$299,184GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus1$694CurrentYearMinus1Amt
Total$694TotalAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$154,080OtherCostOrOtherBasisAmt
Depreciation$113,849DepreciationAmt
Book Value$40,231BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,000OtherCostOrOtherBasisAmt
Depreciation$3,000DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$40,231TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE MONTANA COMMUNITY FOUNDATION, INC. (MCF), A MONTANA NON-PROFIT CORPORATION, HAS ESTABLISHED AN AMERICAN CIVIL LIBERTIES UNION OF MONTANA AND AFFILIATE FUND (THE FUND). THE FUND IS AN INVIOLABLE ENDOWMENT FUND WHEREBY THE PRINCIPAL IS DONATED TO THE MCF FOR THE BENEFIT OF ACLU OF MONTANA. AS INCOME IS EARNED, IT IS DISTRIBUTED TO ACLU OF MONTANA AS UNRESTRICTED REVENUE. NET CAPITAL APPRECIATION IS CONSIDERED AN ADDITION TO PRINCIPAL. THE ASSETS OF THE FUND ARE PROPERTY OF MCF AND ARE THEREFORE NOT REPORTED ON ACLU OF MONTANA'S FINANCIAL STATEMENTS. THE PRINCIPAL BALANCE OF THE FUND AT MARCH 31, 2021 WAS $43,580.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$70,700NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF DIRECTORS WILL REVIEW THE FORM 990, WITH THE EXCEPTION OF SCHEDULE B, BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO ANNUALLY DISCLOSE CONFLICTS AND THE ORGANIZATION DISCUSSES WITH IT'S BOARD MEMBERS AND EMPLOYEES THE IMPORTANCE OF COMPLYING WITH THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION AND THE EXECUTIVE DIRECTOR DETERMINES THE COMPENSATION OF OTHER EMPLOYEES WITH THE APPROVAL OF THE BOARD OF DIRECTORS IN THE BUDGETING PROCESS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN CIVIL LIBERTIES UNION INC - MONTANABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1968AddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59806ZIPCd
FieldValueIRS element (for citing)
EIN810431527EIN
Primary ActivitiesTO DEFEND, PRESERVE, AND ADVANCE CIVIL LIBERTIESPrimaryActivitiesTxt
Legal Domicile StateMTLegalDomicileStateCd
Exempt Code Section510(C)4ExemptCodeSectionTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AMERICAN CIVIL LIBERTIES UNION INC - MONTANA
N$8,100COST
AMERICAN CIVIL LIBERTIES UNION INC - MONTANA
O$153,817COST
AMERICAN CIVIL LIBERTIES UNION INC - MONTANA
Q$547,690COST
AMERICAN CIVIL LIBERTIES UNION INC - MONTANA
Q$11,173COST

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