FORWARD MT: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FORWARD MT (EIN 13-4285849)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-08
IRS object ID
202123129349302582
Schema version
2020v4.0
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)
Return2021-11-08T10:26:53-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463057681PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Amatics CPA GroupBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line145 Discovery DriveAddressLine1Txt
CityBozemanCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59718ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134285849EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FORWARD MTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFORWBusinessNameControlTxt
Phone4065428683PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1136 E BROADWAY ST STE 4AddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59801ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIERSTEN IWAIPersonNm
Person TitleExecutive Dir.PersonTitleTxt
Signature2021-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKIERSTENPersonFirstNm
Person LastIWAIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMORGAN SCARRPreparerPersonNm
PTINP00747394PTIN
Phone4064041925PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerKIERSTEN IWAIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1136 E BROADWAY ST STE 4AddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59801ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,001,933GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressFORWARDMONTANA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateMTLegalDomicileStateCd
Activity Or MissionBUILDING THE POLITICAL POWER WITH AND FOR YOUNG MONTANANS BY DRIVING A CULTURE OF CIVIC ENGAGEMENT.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee30TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$132,521PYContributionsGrantsAmt
CY Contributions Grants$1,000,145CYContributionsGrantsAmt
PY Program Service Revenue$11,373PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$94PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$1,788CYOtherRevenueAmt
PY Total Revenue$143,988PYTotalRevenueAmt
CY Total Revenue$1,001,933CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$130,059PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$219,205CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$32,172CYTotalFundraisingExpenseAmt
PY Other Expenses$46,413PYOtherExpensesAmt
CY Other Expenses$306,163CYOtherExpensesAmt
PY Total Expenses$176,472PYTotalExpensesAmt
CY Total Expenses$525,368CYTotalExpensesAmt
PY Revenues Less Expenses-$32,484PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$476,565CYRevenuesLessExpensesAmt
Total Assets BOY$140,937TotalAssetsBOYAmt
Total Assets EOY$662,645TotalAssetsEOYAmt
Total Liabilities BOY$27,630TotalLiabilitiesBOYAmt
Total Liabilities EOY$59,735TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$113,307NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$602,910NetAssetsOrFundBalancesEOYAmt
MissionBUILDING THE POLITICAL POWER WITH AND FOR YOUNG MONTANANS BY DRIVING A CULTURE OF CIVIC ENGAGEMENT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$318,272ExpenseAmt
DescIn 2020, Forward Montana nearly tripled its staff size, facing insurmountable challenges head on. Despite a number of challenges (including COVID-19), Forward Montana surpassed voter engagement goals and entered 2021 in a strong financial position.VOTER EDUCATION AND MOBILIZATIONForward Montana ran a robust voter education and mobilization program to turn young people out for the biggest election. Forward Montana distributed over 37,000 voter guides, 21,000 social pressure mailers, and reached tens of thousands of young Montanans through social media. Organizers also called over 100,000 young Montanans and sent text messages to over 22,000 voters.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$66,983ExpenseAmt
DescLEADERSHIP DEVELOPMENTIn 2020, we graduated over 48 interns in Missoula, Bozeman, and Billings. Interns go through a robust curriculum that provides weekly trainings on community organizing and civic engagement. Interns and fellows lead on a final project that connects their interests to meaningful change in their communities.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$30,136ExpenseAmt
DescISSUE ADVOCACYLocal field teams continued to advocate on issues that young people care about, including lobbying the Missoula City Council on affordable housing and the Bozeman City Commission on racial justice.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$415,391TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyYes (true)PoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document57IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee30EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKIERSTEN IWAIPersonNm
Phone4065428683PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11535 WYOMING STAddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59801ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
KIERSTEN IWAI
Executive Dir.12.0028.00Yes (X)$65,000$0$3,625
ALLIE HAY
President1.000.00Yes (X)$0$0$0Yes (X)
MATT KELLY
Treasurer1.000.00Yes (X)$0$0$0Yes (X)
LEAH BERRY
Director0.500.00$0$0$0Yes (X)
AUBREY BERTRAM
Secretary0.500.00Yes (X)$0$0$0Yes (X)
STEPHANIE BAUCUS
Director0.500.00$0$0$0Yes (X)
BRENNA DAVIS
Vice President0.500.00Yes (X)$0$0$0Yes (X)
ANNA LUCAS
Director0.500.00$0$0$0Yes (X)
EMILY HARRIS
Director0.500.00$0$0$0Yes (X)
GARRETT LANKFORD
Director0.500.00$0$0$0Yes (X)
NATHALIE WAGLER
Director0.500.00$0$0$0Yes (X)
SAPPHIRE CARTER
Director0.500.00$0$0$0Yes (X)
ALEX KIM
Director0.500.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$65,000TotalReportableCompFromOrgAmt
Total Other Compensation$3,625TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,000,145AllOtherContributionsAmt
Total Contributions$1,000,145TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHERDesc
Business900099BusinessCd
Total Revenue Column$1,788TotalRevenueColumnAmt
Related Or Exempt Func Income$1,788RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,788OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,001,933TotalRevenueColumnAmt
Related Or Exempt Func Income$1,788RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$19,500TotalAmt
Management And General$19,500ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$168,072TotalAmt
Program Services$118,966ProgramServicesAmt
Management And General$33,671ManagementAndGeneralAmt
Fundraising$15,435FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$15,451TotalAmt
Program Services$9,800ProgramServicesAmt
Management And General$4,380ManagementAndGeneralAmt
Fundraising$1,271FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$16,182TotalAmt
Program Services$10,263ProgramServicesAmt
Management And General$4,587ManagementAndGeneralAmt
Fundraising$1,332FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$137TotalAmt
Management And General$137ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,144TotalAmt
Management And General$6,144ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$16,496TotalAmt
Program Services$10,987ProgramServicesAmt
Management And General$2,477ManagementAndGeneralAmt
Fundraising$3,032FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$129,202TotalAmt
Program Services$129,202ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$758TotalAmt
Program Services$286ProgramServicesAmt
Management And General$388ManagementAndGeneralAmt
Fundraising$84FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$29,364TotalAmt
Program Services$22,642ProgramServicesAmt
Management And General$3,365ManagementAndGeneralAmt
Fundraising$3,357FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,348TotalAmt
Program Services$4,860ProgramServicesAmt
Management And General$420ManagementAndGeneralAmt
Fundraising$1,068FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$15,091TotalAmt
Program Services$16,036ProgramServicesAmt
Management And General-$995ManagementAndGeneralAmt
Fundraising$50FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,700TotalAmt
Program Services$351ProgramServicesAmt
Management And General$1,232ManagementAndGeneralAmt
Fundraising$117FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Printing and Publications$76,311$72,807$22$3,482
Postage and Shipping$20,802$17,854$57$2,891
OTHER EXPENSES$2,757$902$1,855
SUPPLIES$721$133$535$53

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$332TotalAmt
Program Services$302ProgramServicesAmt
Management And General$30ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$525,368TotalAmt
Program Services$415,391ProgramServicesAmt
Management And General$77,805ManagementAndGeneralAmt
Fundraising$32,172FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$85,089BOYAmt
EOY$414,441EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$22,250BOYAmt
EOY$22,254EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$1,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$29BOYAmt
EOY$247EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$33,569BOYAmt
EOY$224,703EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$140,937BOYAmt
EOY$662,645EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$27,630BOYAmt
EOY$59,735EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$27,630BOYAmt
EOY$59,735EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$88,307BOYAmt
EOY$601,910EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,000BOYAmt
EOY$1,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$113,307BOYAmt
EOY$602,910EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$140,937BOYAmt
EOY$662,645EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$476,565ReconcilationRevenueExpnssAmt
Prior Period Adjustments$13,038PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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

FieldValueIRS element (for citing)
Political Expenditures$242,429PoliticalExpendituresAmt
Expended527 Activities$242,429Expended527ActivitiesAmt
Total Exempt Function Expend$242,429TotalExemptFunctionExpendAmt
Form1120 POL FiledfalseForm1120POLFiledInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I-A, Line 1 - Direct and Indirect Political Campaign ActivitiesFormAndLineReferenceDesc
ExplanationForward Montana published voter guides that were hosted online, and distributed 37,693 voter guides around Bozeman, Billings, and Missoula. These guides gave voters the information they needed to cast an informed ballot. Forward Montana also mailed literature to 21,482 young Montanans, encouraging them to vote.Forward Montana Voter Fund endorsed 17 candidates in state and federalraces. Through the Voter Fund we ran Facebook and Instagram ads, made phone calls to voters, and mailed over 149,723 pieces of literature to support endorsed candidates. Digital ads on Instagram, Facebook, and YouTube were viewed over 662,000 times.ExplanationTxt

Schedule D IRS990ScheduleD

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDUE FROM FORWARD MT FOUNDATIONDesc
Book Value$224,703BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$224,703TotalBookValueOtherAssetsAmt
Total Rev Etc Audited Fincl Stmt$1,001,933TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$1,001,933RevenueSubtotalAmt
Total Revenue Per Form990$1,001,933TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$525,368TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$525,368ExpensesSubtotalAmt
Total Expenses Per Form990$525,368TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 6: Explanation of Classes of Members or ShareholderTHERE ARE TWO CLASSES OF MEMBERSHIP: VOTING MEMBERSHIP AND ASSOCIATE MEMBERSHIP.
Form 990, Part VI, Line 11b: Form 990 Review ProcessTHE RETURN IS PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL BEFORE FILING.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsBOARD MEMBERS ARE REQUIRED TO SIGN A FORM INDICATING THAT THEY HAVE READ AND UNDERSTAND FORWARD MONTANA'S CONFLICT OF INTEREST POLICY AND PROCEDURES ON AN ANNUAL BASIS. ON THIS FORM, BOARD MEMBERS DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST IN ACCORDANCE WITH THE WRITTEN POLICY. MEMBERS ARE PROMPTED TO ADDRESS ISSUES RELATED TO ORGANIZATIONAL INTERESTS, BUSINESS INTERESTS AND OTHER SIGNIFICANT INVOLVEMENT RELATED TO THEMSELVES OR THEIR IMMEDIATE FAMILY MEMBERS.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementTHE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND ALL OTHER EMPLOYEES IS COMPLETED IN ACCORDANCE WITH THE ORGANIZATION'S MANUAL WHICH STATES THE FOLLOWING:- THE BOARD, OR AN INDEPENDENT BODY DETERMINED BY THE BOARD, MUST APPROVE THE COMPENSATION LEVEL. THE PERSON RECEIVING THE COMPENSATION SHOULD NOT BE PART OF THE PROCESS.- THE BOARD, OR INDEPENDENT BODY, MUST MAKE USE OF DATA SHOWING HOW MUCH SIMILAR ORGANIZATIONS ARE PAYING EXECUTIVE DIRECTORS OR COMPARABLE POSITIONS TO DETERMINE THAT THE COMPENSATION IS REASONABLE; AND- THE BOARD, OR INDEPENDENT BODY, MUST PROPERLY DOCUMENT AND REPORT THE DECISION-MAKING PROCESS AND COMPENSATION INCLUDING WHO IS INVOLVED IN THE PROCESS, COMPARABLE COMPENSATION DATA USED, AND MINUTES OF ANY AND ALL MEETINGS.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableFORWARD MONTANA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS OFFICES.
FORM 990 - COST SHARING AGREEMENT & COMMON PAYMASTERFORWARD MT AND FORWARD MT FOUNDATION (A 501(C)(3) ORGANIZATION) HAVE ENTERED INTO A COST SHARING AGREEMENT TO MINIMIZE DUPLICATED EXPENSES AND TO CARRY OUT THEIR COMPLEMENTARY MISSIONS IN AN ECONOMICAL AND EFFICIENT MANNER THROUGH THE SHARING OF EMPLOYEES, OFFICE SPACE, AND EQUIPMENT. FORWARD MONTANA HANDLES ALL THE PAYROLL TAX REPORTING. ALL EMPLOYEES ARE SHARED BY THE TWO ORGANIZATIONS SO FORWARD MONTANA IS CONSIDERED THE COMMON PAYMASTER. THE NUMBER OF W-2S ISSUED BY THE COMMON PAYMASTER HAS BEEN DISCLOSED ON PART V, LINE 2A IN ACCORDANCE WITH THE 990 INSTRUCTIONS. COMPENSATION FROM THE COMMON PAYMASTER HAS ALSO BEEN REPORTED ON PARTS VII AND IX IN ACCORDANCE WITH THE 990 INSTRUCTIONS.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.