FORWARD MT: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FORWARD MT (EIN 13-4285849)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-19
- IRS object ID
- 202012939349301221
- Schema version
- 2019v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-19T17:39:51-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 EAST FRONT STREET 301 | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134285849 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORWARD MONTANA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORW | BusinessNameControlTxt |
| Phone | 4065428683 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2817 | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIERSTEN IWAI | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4065428683 | PhoneNum |
| Signature | 2020-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP L YASENAK CPA | PreparerPersonNm |
| PTIN | P01248379 | PTIN |
| Phone | 4067281800 | PhoneNum |
| Preparation | 2020-10-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.4.25.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-16 | IPDt |
| IP Tm | 12:09:24 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1912632E99FD5D15B25D7E5119E1290D848B2FA9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4A35561FF573FE7438589D6375A952819AFC63A9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | KIERSTEN IWAI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2817 | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $143,988 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | FORWARDMONTANA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | BUILDING THE POLITICAL POWER WITH & FOR YOUNG MONTANANS BY DRIVING A CULTURE OF CIVIC ENGAGEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 771 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $241,144 | PYContributionsGrantsAmt |
| CY Contributions Grants | $132,521 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $61,816 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,373 | CYProgramServiceRevenueAmt |
| PY Investment Income | $55 | PYInvestmentIncomeAmt |
| CY Investment Income | $94 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $303,015 | PYTotalRevenueAmt |
| CY Total Revenue | $143,988 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $95,128 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $130,059 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $40,325 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $115,208 | PYOtherExpensesAmt |
| CY Other Expenses | $46,413 | CYOtherExpensesAmt |
| PY Total Expenses | $210,336 | PYTotalExpensesAmt |
| CY Total Expenses | $176,472 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $92,679 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$32,484 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $148,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $140,937 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,507 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,630 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $145,791 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $113,307 | NetAssetsOrFundBalancesEOYAmt |
| Mission | FORWARD MONTANA BUILDS THE POLITICAL POWER WITH AND FOR YOUNG MONTANANS BY DRIVING A CULTURE OF CIVIC ENGAGEMENT, ELECTING LEADERS, AND PASSING POLICIES THAT ARE REPRESENTATIVE OF THE NEEDS AND VISION OF OUR GENERATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $36,999 | ExpenseAmt |
| Revenue | $32 | RevenueAmt |
| Desc | 2019 WAS A YEAR OF TRANSITION AND GROWTH FOR THE ORGANIZATION. NOT ONLY DID WE GRACEFULLY TRANSITION KEY LEADERSHIP AND ADMINISTRATIVE POSITIONS, BUT WE ALSO EXPANDED OUR PROGRAM CAPACITY.LEADERSHIP DEVELOPMENTWE GRADUATED 34 INTERNS OVER THE COURSE OF THE YEAR. SHARED WITH OUR SISTER ORGANIZATION, FORWARD MONTANA FOUNDATION, THESE INTERNS GAINED HANDS-ON EXPERIENCE AND CLASSROOM KNOWLEDGE IN GRASSROOTS ORGANIZING, STRATEGY, AND TACTICS GROUNDED IN EQUITY AND JUSTICE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $32,874 | ExpenseAmt |
| Revenue | $650 | RevenueAmt |
| Desc | ISSUE ADVOCACYWE CONTINUED TO ADVOCATE ON ISSUES THAT YOUNG PEOPLE CARE ABOUT LIKE PROTECTING OUR PUBLIC LANDS AND ADVANCING LGTBQ+ EQUALITY. IN BILLINGS, OUR TEAM LED ORGANIZING EFFORTS TO PASS A CITY-WIDE NON-DISCRIMINATION ORDINANCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,896 | ExpenseAmt |
| Revenue | $10,691 | RevenueAmt |
| Desc | VOTER EDUCATION AND MOBILIZATIONIN 2019, FORWARD MONTANA RAN A ROBUST VOTER EDUCATION AND MOBILIZATION PROGRAM TO TURN YOUNG PEOPLE OUT TO THEIR MUNICIPAL ELECTIONS. WE HOSTED A CANDIDATE FORUM IN BOZEMAN AND DISTRIBUTED 12,000 VOTER GUIDES THAT MADE UNDERSTANDING CITY ELECTIONS FUN AND ACCESSIBLE. WE TEXTED AND CALLED OVER 17,000 YOUNG VOTERS DURING THE NOVEMBER ELECTION. OUR TEAM IN BILLINGS ALSO TURNED PEOPLE OUT FOR THE SCHOOL BOARD ELECTION, CALLING AND TEXTING OVER 2,000 YOUNG VOTERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $101,769 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 27 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIERSTEN IWAI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4065428683 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2817 | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59806 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ALLIE HAY | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRENNA DAVIS | ||||||
| VICE PRESIDENT | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AUBREY BERTRAM | ||||||
| SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MATT KELLY | ||||||
| TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LEAH BERRY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE BAUCUS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ANNA LUCAS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| EMILY HARRIS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GARRETT LANKFORD | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| NATHALIE WAGLER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SAPPHIRE CARTER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RACHEL HUFF DORIA | ||||||
| OUTGOING EXECUTIVE DIRECTOR | 12.00 | Yes (X) | $17,158 | $0 | $357 | |
| KIERSTEN IWAI | ||||||
| INCOMING EXECUTIVE DIRECTOR | 12.00 | Yes (X) | $2,963 | $0 | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $20,121 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $457 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $132,521 | AllOtherContributionsAmt |
| Total Contributions | $132,521 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| VOTER MOBILIZATION | 900099 | $10,691 | $10,691 |
| ISSUE ADVOCACY | 900099 | $650 | $650 |
| OTHER PROGRAM INCOME | 900099 | $32 | $32 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,373 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94 | TotalRevenueColumnAmt |
| Exclusion | $94 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,988 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,373 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $94 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,578 | TotalAmt |
| Program Services | $11,848 | ProgramServicesAmt |
| Management And General | $4,045 | ManagementAndGeneralAmt |
| Fundraising | $4,685 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,996 | TotalAmt |
| Program Services | $47,804 | ProgramServicesAmt |
| Management And General | $16,793 | ManagementAndGeneralAmt |
| Fundraising | $19,399 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,152 | TotalAmt |
| Program Services | $14,023 | ProgramServicesAmt |
| Management And General | $795 | ManagementAndGeneralAmt |
| Fundraising | $1,334 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,333 | TotalAmt |
| Program Services | $5,201 | ProgramServicesAmt |
| Management And General | $1,982 | ManagementAndGeneralAmt |
| Fundraising | $2,150 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,542 | TotalAmt |
| Program Services | $937 | ProgramServicesAmt |
| Management And General | $2,236 | ManagementAndGeneralAmt |
| Fundraising | $369 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,383 | TotalAmt |
| Program Services | $180 | ProgramServicesAmt |
| Management And General | $2,100 | ManagementAndGeneralAmt |
| Fundraising | $103 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,603 | TotalAmt |
| Program Services | $1,726 | ProgramServicesAmt |
| Management And General | $118 | ManagementAndGeneralAmt |
| Fundraising | $1,759 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,198 | TotalAmt |
| Program Services | $7,981 | ProgramServicesAmt |
| Management And General | $1,027 | ManagementAndGeneralAmt |
| Fundraising | $3,190 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,464 | TotalAmt |
| Program Services | $932 | ProgramServicesAmt |
| Management And General | $1,172 | ManagementAndGeneralAmt |
| Fundraising | $1,360 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,988 | TotalAmt |
| Program Services | $4,269 | ProgramServicesAmt |
| Management And General | $1,061 | ManagementAndGeneralAmt |
| Fundraising | $1,658 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,660 | TotalAmt |
| Program Services | $3,675 | ProgramServicesAmt |
| Management And General | $831 | ManagementAndGeneralAmt |
| Fundraising | $2,154 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,081 | TotalAmt |
| Program Services | $449 | ProgramServicesAmt |
| Management And General | $295 | ManagementAndGeneralAmt |
| Fundraising | $337 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FACILITIES RENTAL & CAT | $5,301 | $2,141 | $1,489 | $1,671 |
| SUPPLIES | $941 | $591 | $194 | $156 |
| STAFF TRAINING & DEVELO | $240 | $12 | $228 | |
| MT SOS ANNUAL REPORT | $12 | $12 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,472 | TotalAmt |
| Program Services | $101,769 | ProgramServicesAmt |
| Management And General | $34,378 | ManagementAndGeneralAmt |
| Fundraising | $40,325 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,521 | BOYAmt |
| EOY | $85,089 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,157 | BOYAmt |
| EOY | $22,250 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $29 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,620 | BOYAmt |
| EOY | $33,569 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,298 | BOYAmt |
| EOY | $140,937 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,507 | BOYAmt |
| EOY | $27,630 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,507 | BOYAmt |
| EOY | $27,630 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,791 | BOYAmt |
| EOY | $88,307 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $25,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,791 | BOYAmt |
| EOY | $113,307 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,298 | BOYAmt |
| EOY | $140,937 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$32,484 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $4,571 | PoliticalExpendituresAmt |
| Volunteer Hours | 70 | VolunteerHoursCnt |
| Expended527 Activities | $4,571 | Expended527ActivitiesAmt |
| Total Exempt Function Expend | $4,571 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | FORWARD MONTANA PUBLISHED VOTER GUIDES THAT WERE HOSTED ONLINE AND DISTRIBUTED 12,000 GUIDES AROUND BOZEMAN, BILLINGS, AND MISSOULA. THESE GUIDES GAVE VOTERS THE INFORMATION THEY NEEDED TO CAST AN INFORMED BALLOT ON LOCAL MUNICIPAL ELECTIONS. WE ALSO HOSTED A CANDIDATE FORUM IN BOZEMAN. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIVABLE FROM FORWARD MT FOUNDATION | Desc |
| Book Value | $33,569 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $33,569 | TotalBookValueOtherAssetsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THERE ARE TWO CLASSES OF MEMBERSHIP: VOTING MEMBERSHIP AND ASSOCIATE MEMBERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | ASSOCIATE MEMBERS SHALL HAVE NO VOTING RIGHTS IN THE ORGANIZATION. VOTING MEMBERS IN GOOD STANDING SHALL BE ENTITLED TO VOTE IN EACH ELECTION FOR THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD 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 INTERESTS 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, SECTION B, LINE 15 | THE 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, SECTION C, LINE 19 | FORWARD 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 PAYMASTER | FORWARD MONTANA AND FORWARD MONTANA FOUNDATION (A 501(C)(3) ORGANIZATION) HAVE ENTERED INTO A COST SHARING AGREEMENT TO MINIMIZE DUPLICATED EXPENSES AND TO CARRY OUT THEIR COMPLIMENTARY 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 27 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 (27) 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. |