FORWARD MT: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FORWARD MT (EIN 13-4285849)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-21
- IRS object ID
- 201732339349200138
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-21T14:36:36-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rutherford MacDonald & Olson PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 619 SW Higgins Ave Ste R | AddressLine1Txt |
| City | Missoula | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 MT | 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 | 136 EAST BROADWAY | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL HUFF-DORIA | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2017-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gregg N Olson | PreparerPersonNm |
| PTIN | P00623121 | PTIN |
| Phone | 4065492334 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.FORWARDMONTANA.ORG | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $112,962 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $103,396 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $6,500 | ProgramServiceRevenueAmt |
| Investment Income | $13 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Other Revenue Total | $3,053 | OtherRevenueTotalAmt |
| Total Revenue | $112,962 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $76,200 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $4,687 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $6,445 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,040 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $19,113 | OtherExpensesTotalAmt |
| Total Expenses | $107,485 | TotalExpensesAmt |
| Excess Or Deficit For Year | $5,477 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $35,958 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,435 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,654 | BOYAmt |
| EOY | $29,986 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,304 | BOYAmt |
| EOY | $13,752 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,958 | BOYAmt |
| EOY | $43,738 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,303 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,958 | BOYAmt |
| EOY | $41,435 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Mobilize and engage young Montanans to use the democratic process to improve their lives and the lives of their fellow Montanans | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Forward Montanas mission is to mobilize and engage young Montanans to use the democratic process to improve their lives and the lives of their fellow Montanans. We believe that if more young people vote and advocate civically for public policies that reflect their values, a more supportive climate will be created to advance public policies that better the lives of young people and all Montanans. This change will happen faster if more young Montanans have the leadership skills and training to be effective civic advocates.To accomplish our mission and our theory of change, we focus on leadership development, voter education, voter mobilization, and issue advocacy and community engagement. In 2016, Forward Montana (FMT) helped train 32 interns and 9 fellows. We focus on training interns and volunteers in the art and science of grassroots organizing and issue advocacy. We launched DIY (Do It Yourself) classes in the fall of 2016 to expand our educational opportunities to volunteer leaders outside of our internship and fellowship programs.FMT hosts happy hours and public information nights to educate and activate young people around current events in their community and in Montana. In 2016, FMT held several progressive happy hours in Billings, Bozeman, and Missoula, including election night watch parties. Themes ranged from information on learning more about Indian Education for All to different viewpoints on the protest vote. FMT worked administratively and through public education and advocacy to push forward the 6 Es that they care about-- environment, equality, election reform, health care, education, and economic justice. They worked with a number of partners to encourage various state departments to comply with the National Voter Registration Act and maintain an accessible, streamlined process of voter registration. They also supported executive action that provided for greater non-discrimination protections for state employees. FMT successfully encouraged Gallatin County to make voting more accessible for students by moving a polling location to MSU campus. FMT created and distributed 60,000 non-partisan voter guides that highlighted where candidates stand on issues important to young people in the statewide races in Montana in six cities-- Billings, Bozeman, Butte, Dillon, Helena, and Missoula. Volunteers and staff distributed these voter guides at local colleges and universities, at coffee shops and local businesses, and door to door in areas where young people live. They also promoted an online voter guide via facebook and social media that reached 39,713 people. FMT hosted Student Voter Day at the University of Montana and Montana State University campuses. This year they expanded the event by partnering with student groups including the Associated Students of Montana State University, MontPIRG, Office of Student Engagement, and Montana Wilderness Association. FMT also brought along their trademark, Vote Goats to graze at both campuses. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $62,043 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $62,043 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| CHASE MOHNEY | ||
| Director | 0.50 | $0 |
| PARI KEMMICK | ||
| Director | 0.50 | $0 |
| SHANNON LEWIS | ||
| Treasurer | 0.50 | $0 |
| JEN GURSKY | ||
| President | 1.00 | $0 |
| ANDY SHIRTLIFF | ||
| Director | 0.50 | $0 |
| BRYAN WATT | ||
| Secretary | 0.50 | $0 |
| JESSICA GRENNAN | ||
| Vice President | 1.00 | $0 |
| CLAYTON ELLIOT | ||
| Director | 0.50 | $0 |
| BRENNA DAVIS | ||
| Director | 0.50 | $0 |
| ANNA LUCAS | ||
| Director | 0.50 | $0 |
| RACHEL HUFF-DORIA | ||
| EXECUTIVE DIRECTOR | 20.00 | $17,860 |
| KIAH ABBEY | ||
| DEPUTY DIRECTOR | 20.00 | $12,777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL HUFF-DORIA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 EAST BROADWAY SUITE 1 | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4065428683 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Revenue.1 | FEDERAL REFUNDS $3053 |
| Other Expenses.1001 | Advertising and Promotion $225 |
| Other Expenses.1003 | Information Technology $2255 |
| Other Expenses.1005 | Travel $2908 |
| Other Expenses.1012 | Insurance $1316 |
| Other Expenses.1 | PROGRAM EXPENSE $8746 |
| Other Expenses.2 | SUPPLIES $1915 |
| Other Expenses.3 | BANK SERVICE CHARGES $1570 |
| Other Expenses.6 | FACILITY RENTAL $171 |
| Other Expenses.7 | TRAINING $7 |
| Other Assets.1 | RECEIVABLE FROM FORWARD MONTANA - Beginning $13954 RECEIVABLE FROM FORWARD MONTANA - Ending $13752 |
| Other Assets.2 | DAMAGE DEPOSIT - Beginning $350 DAMAGE DEPOSIT - Ending $0 |
| Total Liabilities.1 | PAYROLL LIABILITIES - Beginning $0 PAYROLL LIABILITIES - Ending $2303 |
| COST SHARING AGREEMENT | FORWARD MONTANA 501(C)4 AND THE FORWARD MONTANA FOUNDATION 501(C)3 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. |
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