ACLU OF MONTANA FOUNDATION INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ACLU OF MONTANA FOUNDATION INC (EIN 81-0445339)
Tax period
2015-04-01 to 2016-03-31
Filed
2017-02-15
IRS object ID
201710469349303836
Schema version
2015v3.0
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)
Return2017-02-15T19:34:08-06:00ReturnTs
Tax Period End2016-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810385940PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSON ZURMUEHLEN & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1040AddressLine1Txt
CityHELENACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59624ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-04-01TaxPeriodBeginDt

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 1317AddressLine1Txt
CityHELENACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59624ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAITLIN BORGMANNPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4064438590PhoneNum
Signature2017-02-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACQUELYN M FRANKPreparerPersonNm
PTINP00254610PTIN
Phone4064421040PhoneNum
Preparation2017-02-15PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCAITLIN BORGMANNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1317AddressLine1Txt
CityHELENACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59624ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$860,343GrossReceiptsAmt
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. OUR VISION FOR THE FUTURE EMBRACES THE EQUAL ENJOYMENT OF CIVIL LIBERTIES AND CIVIL RIGHTS FOR ALL MONTANANS.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee15TotalEmployeeCnt
Total Volunteers24TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,517,052PYContributionsGrantsAmt
CY Contributions Grants$842,757CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,995PYInvestmentIncomeAmt
CY Investment Income$1,949CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$8,987CYOtherRevenueAmt
PY Total Revenue$1,520,047PYTotalRevenueAmt
CY Total Revenue$853,693CYTotalRevenueAmt
PY Grants And Similar Paid$69,166PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$750,639PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$529,938CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$45,438CYTotalFundraisingExpenseAmt
PY Other Expenses$398,857PYOtherExpensesAmt
CY Other Expenses$254,501CYOtherExpensesAmt
PY Total Expenses$1,218,662PYTotalExpensesAmt
CY Total Expenses$784,439CYTotalExpensesAmt
PY Revenues Less Expenses$301,385PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$69,254CYRevenuesLessExpensesAmt
Total Assets BOY$859,950TotalAssetsBOYAmt
Total Assets EOY$861,134TotalAssetsEOYAmt
Total Liabilities BOY$231,226TotalLiabilitiesBOYAmt
Total Liabilities EOY$180,881TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$628,724NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$680,253NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionDEFEND, PRESERVE AND ADVANCE CIVIL LIBERTIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$219,034ExpenseAmt
DescLEGAL PROGRAM - PROVIDES REPRESENTATION FOR INDIVIDUALS ON MATTERS REGARDING PRIVACY RIGHTS AND CONSTITUTIONAL PROTECTIONS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$75,620ExpenseAmt
DescPUBLIC EDUCATION - EDUCATE THE PUBLIC ABOUT ISSUES RELATING TO CRIMINAL JUSTICE REFORM INCLUDING DRUG LAWS, CAPITAL PUNISHMENT AND CONDITIONS OF CONFINEMENT.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$68,507ExpenseAmt
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

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$181,298ExpenseAmt
DescOTHER PROGRAM SERVICES:Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$181,298TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$544,459TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document9IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee15EmployeeCnt
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
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
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 BodyYes (1)Form990ProvidedToGvrnBodyInd
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
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAITLIN BORGMANNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4064438590PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1317AddressLine1Txt
CityHELENACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59624ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JUDY HART
CHAIR2.00Yes (X)Yes (X)$0$0$0
SHEILA BONNAND
EQUITY OFFICER2.00Yes (X)$0$0$0
VICKIE CHRISTIE
DIRECTOR2.00Yes (X)$0$0$0
JACOB COOLIDGE
DIRECTOR2.00Yes (X)$0$0$0
LARRY DILLON
DIRECTOR2.00Yes (X)$0$0$0
MARY HERNANDEZ
DIRECTOR2.00Yes (X)$0$0$0
SARAH HOWELL
DIRECTOR2.00Yes (X)$0$0$0
PATTY LAPLANT
DIRECTOR2.00Yes (X)$0$0$0
TAMARA MILLER
TREASURER2.00Yes (X)Yes (X)$0$0$0
NANCY NICHOLSON
DIRECTOR2.00Yes (X)$0$0$0
NATASCHA QUIMBY
DIRECTOR2.00Yes (X)$0$0$0
ALEX RATE
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
PAUL S SILVERMAN
SECRETARY2.00Yes (X)Yes (X)$0$0$0
LIBBY SMITH
DIRECTOR2.00Yes (X)$0$0$0
JAMES STEELE
DIRECTOR2.00Yes (X)$0$0$0
DENNIS M TAYLOR
DIRECTOR2.00Yes (X)$0$0$0
RACHEL WANDERSCHEID
DIRECTOR2.00Yes (X)$0$0$0
KYLE WATERMAN
DIRECTOR2.00Yes (X)$0$0$0
SCOTT CRICHTON
FORMER EXECUTIVE DIRECTOR40.00Yes (X)$66,979$0$11,700
CAITLIN BORGMANN
EXECUTIVE DIRECTOR40.00Yes (X)$30,929$0$5,000
FieldValueIRS element (for citing)
Total Reportable Comp From Org$97,908TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$16,700TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$12,268FundraisingAmt
Related Organizations$510,354RelatedOrganizationsAmt
All Other Contributions$320,135AllOtherContributionsAmt
Noncash Contributions$32,925NoncashContributionsAmt
Total Contributions$842,757TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,949TotalRevenueColumnAmt
Exclusion$1,949ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$12,268ContriRptFundraisingEventAmt
Fundraising Direct Expenses$6,650FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$6,650TotalRevenueColumnAmt
Exclusion-$6,650ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISC. REVENUE-EXCLUDEDDesc
Business900099BusinessCd
Total Revenue Column$15,637TotalRevenueColumnAmt
Exclusion$15,637ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$15,637OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$853,693TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$10,936ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$117,776TotalAmt
Program Services$62,686ProgramServicesAmt
Management And General$38,452ManagementAndGeneralAmt
Fundraising$16,638FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$314,828TotalAmt
Program Services$263,675ProgramServicesAmt
Management And General$28,939ManagementAndGeneralAmt
Fundraising$22,214FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$18,767TotalAmt
Program Services$17,536ProgramServicesAmt
Management And General$944ManagementAndGeneralAmt
Fundraising$287FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$38,712TotalAmt
Program Services$32,773ProgramServicesAmt
Management And General$3,314ManagementAndGeneralAmt
Fundraising$2,625FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$39,855TotalAmt
Program Services$30,199ProgramServicesAmt
Management And General$6,072ManagementAndGeneralAmt
Fundraising$3,584FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$29,859TotalAmt
Program Services$4,219ProgramServicesAmt
Management And General$25,640ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$1,500TotalAmt
Program Services$1,500ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$37,216TotalAmt
Program Services$37,216ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$892TotalAmt
Program Services$892ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$57,333TotalAmt
Program Services$1,712ProgramServicesAmt
Management And General$55,621ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$25,882TotalAmt
Program Services$25,826ProgramServicesAmt
Management And General$39ManagementAndGeneralAmt
Fundraising$17FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,356TotalAmt
Program Services$75ProgramServicesAmt
Management And General$7,281ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,796TotalAmt
Management And General$1,796ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES AND SUBSCRIPTIONS$17,543$15,466$2,037$40
TELECOMMUNICATIONS$13,655$2,466$11,189
MEALS AND HOSTING$11,679$8,901$2,745$33
STAFF TRAINING AND DEVE$11,277$10,493$784

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$38,513TotalAmt
Program Services$28,824ProgramServicesAmt
Management And General$9,689ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$784,439TotalAmt
Program Services$544,459ProgramServicesAmt
Management And General$194,542ManagementAndGeneralAmt
Fundraising$45,438FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$182,114BOYAmt
EOY$237,156EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$2,652EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$428,255BOYAmt
EOY$331,701EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$23,903BOYAmt
EOY$34,324EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$9,840BOYAmt
EOY$4,618EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$101,837LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$79,435LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$26,747BOYAmt
EOY$22,402EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$189,091BOYAmt
EOY$228,281EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$859,950BOYAmt
EOY$861,134EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$81,826BOYAmt
EOY$58,296EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$149,400BOYAmt
EOY$122,585EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$231,226BOYAmt
EOY$180,881EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$455,887BOYAmt
EOY$584,701EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$169,645BOYAmt
EOY$92,360EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,192BOYAmt
EOY$3,192EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$628,724BOYAmt
EOY$680,253EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$859,950BOYAmt
EOY$861,134EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$69,254ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,292NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$15,433PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
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$1,465,691CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$931,543CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,280,271CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,373,160CurrentTaxYearMinus1YearAmt
Current Tax Year$842,757CurrentTaxYearAmt
Total$5,893,422TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,465,691CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$931,543CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,280,271CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,373,160CurrentTaxYearMinus1YearAmt
Current Tax Year$842,757CurrentTaxYearAmt
Total$5,893,422TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$452,050SubstantialContributorsTotAmt
Public Support Total170$5,441,372PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,841CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,483CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,442CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,995CurrentTaxYearMinus1YearAmt
Current Tax Year$1,949CurrentTaxYearAmt
Total$14,710TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$15,637CurrentTaxYearAmt
Total$15,637TotalAmt
FieldValueIRS element (for citing)
Total Support$5,923,769TotalSupportAmt
Public Support CY1700.91860PublicSupportCY170Pct
Public Support PY1700.99640PublicSupportPY170Pct
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 Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$19,472FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$19,472FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$739,001FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$758,473FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$138,771FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$34,693FilingOrganizationsTotalAmt

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 Minus2$198,888CurrentYearMinus2Amt
Current Year Minus1$196,735CurrentYearMinus1Amt
Current Year$138,771CurrentYearAmt
Total$534,394TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$801,591LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$22,658CurrentYearMinus2Amt
Current Year Minus1$43,651CurrentYearMinus1Amt
Current Year$19,472CurrentYearAmt
Total$85,781TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus2$49,722CurrentYearMinus2Amt
Current Year Minus1$49,184CurrentYearMinus1Amt
Current Year$34,693CurrentYearAmt
Total$133,599TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$200,399GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,216BeginningYearBalanceAmt
Investment Earnings Or Losses$1,278InvestmentEarningsOrLossesAmt
Other Expenditures$3,899OtherExpendituresAmt
End Year Balance$8,595EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,192BeginningYearBalanceAmt
End Year Balance$3,192EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,192BeginningYearBalanceAmt
End Year Balance$3,192EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,192BeginningYearBalanceAmt
End Year Balance$3,192EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,192BeginningYearBalanceAmt
End Year Balance$3,192EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.37000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.63000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$101,837OtherCostOrOtherBasisAmt
Depreciation$79,435DepreciationAmt
Book Value$22,402BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$22,402TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
FISCAL AGENT LIABILITY$72,626
CAPITAL LEASE$5,184
DUE TO RELATED PARTY- ACLU NATIONAL$44,775
FieldValueIRS element (for citing)
Total Liability$122,585TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$858,584TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,292NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$533DonatedServicesAndUseFcltsAmt
Other Revenue$6,650OtherRevenueAmt
Revenue Not Reported$4,891RevenueNotReportedAmt
Revenue Subtotal$853,693RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$853,693TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$791,622TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$533DonatedServicesUseFcltsAmt
Other Expenses Included$6,650OtherExpensesIncludedAmt
Expenses Not Reported$7,183ExpensesNotReportedAmt
Expenses Subtotal$784,439ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$784,439TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:AS OF MARCH 31, 2016 THE ACLU OF MONTANA DOES NOT HAVE A SPENDING POLICY. HOWEVER, HISTORICALLY ALL OF THE INVESTMENT EARNINGS HAVE BEEN SPENT FOR OPERATIONS.
PART X, LINE 2:TAX STATUS: WITH FEW EXCEPTIONS, THE ACLU OF MT IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL TAX AUTHORITIES FOR YEARS BEFORE 2013. THE UNION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE, AND THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 50L(C)(3).
PART XI, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EVENTS 6,650.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EVENTS 6,650.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$32,925NoncashContributionsRptF990Amt
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 (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE BOARD OF DIRECTORS REVIEWS THE FORM 990 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 18THE ORGANIZATION'S FORM 1023 AND FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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 1317AddressLine1Txt
CityHELENACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59624ZIPCd
FieldValueIRS element (for citing)
EIN810431527EIN
Primary ActivitiesTO DEFEND, PRESERVE, AND ADVANCE CIVIL LIBERTIESPrimaryActivitiesTxt
Legal Domicile StateMTLegalDomicileStateCd
Exempt Code Section501(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 OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
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

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