2020-10-19T17:39:51-05:00 2019-12-31 390758449 WIPFLI LLP 101 EAST FRONT STREET 301 MISSOULA MT 59802 990 2019-01-01 134285849 FORWARD MONTANA FORW 4065428683 PO BOX 2817 MISSOULA MT 59806 KIERSTEN IWAI EXECUTIVE DIRECTOR 4065428683 2020-10-16 1 PHILIP L YASENAK CPA P01248379 4067281800 2020-10-05 4.4.25.242 2020-10-16 12:09:24 MD P 1912632E99FD5D15B25D7E5119E1290D848B2FA9 4A35561FF573FE7438589D6375A952819AFC63A9 2019 2021-04-22 16:20:28Z X KIERSTEN IWAI PO BOX 2817 MISSOULA MT 59806 143988 0 X FORWARDMONTANA.ORG X 2004 MT BUILDING THE POLITICAL POWER WITH & FOR YOUNG MONTANANS BY DRIVING A CULTURE OF CIVIC ENGAGEMENT. 11 11 27 771 0 0 241144 132521 61816 11373 55 94 0 0 303015 143988 0 0 0 0 95128 130059 0 0 40325 115208 46413 210336 176472 92679 -32484 148298 140937 2507 27630 145791 113307 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. 0 0 36999 32 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. 32874 650 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. 31896 10691 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. 101769 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 27 1 0 0 0 0 1 1 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X KIERSTEN IWAI 4065428683 PO BOX 2817 MISSOULA MT 59806 ALLIE HAY PRESIDENT 1.00 X X 0 0 0 BRENNA DAVIS VICE PRESIDENT 0.50 X X 0 0 0 AUBREY BERTRAM SECRETARY 0.50 X X 0 0 0 MATT KELLY TREASURER 0.50 X X 0 0 0 LEAH BERRY DIRECTOR 0.50 X 0 0 0 STEPHANIE BAUCUS DIRECTOR 0.50 X 0 0 0 ANNA LUCAS DIRECTOR 0.50 X 0 0 0 EMILY HARRIS DIRECTOR 0.50 X 0 0 0 GARRETT LANKFORD DIRECTOR 0.50 X 0 0 0 NATHALIE WAGLER DIRECTOR 0.50 X 0 0 0 SAPPHIRE CARTER DIRECTOR 0.50 X 0 0 0 RACHEL HUFF DORIA OUTGOING EXECUTIVE DIRECTOR 12.00 X 17158 0 357 KIERSTEN IWAI INCOMING EXECUTIVE DIRECTOR 12.00 X 2963 0 100 20121 0 457 0 0 0 0 0 132521 132521 VOTER MOBILIZATION 900099 10691 10691 ISSUE ADVOCACY 900099 650 650 OTHER PROGRAM INCOME 900099 32 32 11373 94 94 143988 11373 0 94 20578 11848 4045 4685 83996 47804 16793 19399 16152 14023 795 1334 9333 5201 1982 2150 3542 937 2236 369 2383 180 2100 103 3603 1726 118 1759 12198 7981 1027 3190 3464 932 1172 1360 6988 4269 1061 1658 6660 3675 831 2154 1081 449 295 337 FACILITIES RENTAL & CAT 5301 2141 1489 1671 SUPPLIES 941 591 194 156 STAFF TRAINING & DEVELO 240 12 228 MT SOS ANNUAL REPORT 12 12 176472 101769 34378 40325 108521 85089 22157 22250 29 17620 33569 148298 140937 2507 27630 2507 27630 X 145791 88307 25000 145791 113307 148298 140937 -32484 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4571 70 4571 4571 0 PART I-A, LINE 1: 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. 0 RECEIVABLE FROM FORWARD MT FOUNDATION 33569 33569 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.