MONTANA COMMUNITY FOUNDATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA COMMUNITY FOUNDATION INC (EIN 81-0450150)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-14
- IRS object ID
- 201643199349310434
- Schema version
- 2015v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T16:31:46-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW Broadway Suite 1200 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810450150 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Montana Community Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 4064438313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N Last Chance Gulch No 1 | AddressLine1Txt |
| City | Helena | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Rutherford | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 4064438313 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wendy Campos | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2016-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mary Rutherford | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N Last Chance Gulch No 1 | AddressLine1Txt |
| City | Helena | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,540,956 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mtcf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | TO CULTIVATE A CULTURE OF GIVING SO MONTANA COMMUNITIES CAN FLOURISH, SERVING AS A CENTER FOR PHILANTHROPY IN MONTANA AND PRUDENTLY MANAGING ENDOWMENTS WHICH EMPOWER COMMUNITIES AND MAKE MONTANA A GREAT PLACE TO LIVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,495,061 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,021,206 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $932,701 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,032,078 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,051,981 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,057,129 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,711 | PYOtherRevenueAmt |
| CY Other Revenue | $6,359 | CYOtherRevenueAmt |
| PY Total Revenue | $15,494,454 | PYTotalRevenueAmt |
| CY Total Revenue | $7,116,772 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,675,708 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,131,888 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $745,585 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,021,649 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $421,615 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,924,421 | PYOtherExpensesAmt |
| CY Other Expenses | $1,987,714 | CYOtherExpensesAmt |
| PY Total Expenses | $6,345,714 | PYTotalExpensesAmt |
| CY Total Expenses | $7,141,251 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,148,740 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$24,479 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $79,212,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,887,636 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,033,039 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,852,480 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $67,179,275 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $67,035,156 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Montana Community Foundation cultivates a culture of giving so Montana communities can flourish. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,580,201 | ExpenseAmt |
| Grant | $4,131,888 | GrantAmt |
| Revenue | $1,038,437 | RevenueAmt |
| Desc | The Foundation accumulates permanent wealth from which grants are made to support charitable work. The focus of activities are working with donors who want to provide long-term support for charitable services, communities to build unrestricted funds to meet changing needs, and policy makers to implement systematic changes to improve the quality of life for Montanans. | Desc |
| Total Program Service Expenses | $4,580,201 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | 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 | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Emily Kovarik CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4064438313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N Last Chance Gulch Suite 1 | AddressLine1Txt |
| City | Helena | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Dan Clark | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Jeff Bretherton | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA BREHM | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY BRUGGEMAN | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA BYRNE | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JO ANNE EDER | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GREG HANSON | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN LATKA | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CASEY LOZAR | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT PANKRATZ | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY ANN PHIPPS | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TAWYNA RUPE | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAMI SKINNER | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Craigle | ||||||
| Board Chair | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Brian Patrick | ||||||
| Secretary | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Cynthia Woods | ||||||
| Vice Chair | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DALE WOOLHISER | ||||||
| Treasurer | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Mary Rutherford | ||||||
| CEO/President | 40.00 | $170,005 | $0 | $17,341 | Yes (X) | |
| Emily Kovarik | ||||||
| CFO | 40.00 | $74,617 | $0 | $9,807 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $244,622 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $27,148 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Merrill Lynch Global Wealth Management | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 N 31st Suite 100 | AddressLine1Txt |
| City | Billings | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Investment Management | ServicesDesc |
| Compensation | $407,020 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,021,206 | AllOtherContributionsAmt |
| Noncash Contributions | $356,429 | NoncashContributionsAmt |
| Total Contributions | $4,021,206 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | $1,032,078 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,032,078 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,032,078 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,665,450 | TotalRevenueColumnAmt |
| Exclusion | $1,665,450 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,815,863 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,424,184 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $391,679 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $391,679 | TotalRevenueColumnAmt |
| Exclusion | $391,679 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,359 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,359 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,359 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,116,772 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,038,437 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,057,129 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,492,384 | TotalAmt |
| Program Services | $3,492,384 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $639,504 | TotalAmt |
| Program Services | $639,504 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,813 | TotalAmt |
| Program Services | $47,563 | ProgramServicesAmt |
| Management And General | $125,648 | ManagementAndGeneralAmt |
| Fundraising | $64,602 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,061 | TotalAmt |
| Program Services | $174,508 | ProgramServicesAmt |
| Management And General | $243,084 | ManagementAndGeneralAmt |
| Fundraising | $215,469 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,574 | TotalAmt |
| Program Services | $8,137 | ProgramServicesAmt |
| Management And General | $11,042 | ManagementAndGeneralAmt |
| Fundraising | $10,395 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,549 | TotalAmt |
| Program Services | $14,784 | ProgramServicesAmt |
| Management And General | $24,934 | ManagementAndGeneralAmt |
| Fundraising | $18,831 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,652 | TotalAmt |
| Program Services | $15,060 | ProgramServicesAmt |
| Management And General | $28,013 | ManagementAndGeneralAmt |
| Fundraising | $19,579 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $949,340 | TotalAmt |
| Management And General | $949,340 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,302 | TotalAmt |
| Program Services | $983 | ProgramServicesAmt |
| Management And General | $7,441 | ManagementAndGeneralAmt |
| Fundraising | $878 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,456 | TotalAmt |
| Management And General | $40,456 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,020 | TotalAmt |
| Management And General | $407,020 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,418 | TotalAmt |
| Program Services | $29,030 | ProgramServicesAmt |
| Management And General | $30,663 | ManagementAndGeneralAmt |
| Fundraising | $725 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,150 | TotalAmt |
| Program Services | $7,867 | ProgramServicesAmt |
| Management And General | $45,960 | ManagementAndGeneralAmt |
| Fundraising | $18,323 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,580 | TotalAmt |
| Program Services | $18,160 | ProgramServicesAmt |
| Management And General | $51,116 | ManagementAndGeneralAmt |
| Fundraising | $12,304 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,958 | TotalAmt |
| Program Services | $14,073 | ProgramServicesAmt |
| Management And General | $33,791 | ManagementAndGeneralAmt |
| Fundraising | $11,094 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,755 | TotalAmt |
| Program Services | $26,706 | ProgramServicesAmt |
| Management And General | $24,358 | ManagementAndGeneralAmt |
| Fundraising | $22,691 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,172 | TotalAmt |
| Program Services | $16,592 | ProgramServicesAmt |
| Management And General | $22,266 | ManagementAndGeneralAmt |
| Fundraising | $19,314 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,427 | TotalAmt |
| Program Services | $11,047 | ProgramServicesAmt |
| Management And General | $20,066 | ManagementAndGeneralAmt |
| Fundraising | $4,314 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,527 | TotalAmt |
| Management And General | $26,527 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,469 | TotalAmt |
| Management And General | $7,469 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Miscellaneous | $57,404 | $14,067 | $40,241 | $3,096 |
| Return of Endowments | $49,736 | $49,736 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,141,251 | TotalAmt |
| Program Services | $4,580,201 | ProgramServicesAmt |
| Management And General | $2,139,435 | ManagementAndGeneralAmt |
| Fundraising | $421,615 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,524 | BOYAmt |
| EOY | $213,217 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,677,031 | BOYAmt |
| EOY | $2,556,680 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,130 | BOYAmt |
| EOY | $42,666 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $232,373 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $143,530 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,319 | BOYAmt |
| EOY | $88,843 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,186,425 | BOYAmt |
| EOY | $74,951,525 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,072,885 | BOYAmt |
| EOY | $1,034,705 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,212,314 | BOYAmt |
| EOY | $78,887,636 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,344 | BOYAmt |
| EOY | $121,828 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $779,534 | BOYAmt |
| EOY | $948,607 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,155,161 | BOYAmt |
| EOY | $10,782,045 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,033,039 | BOYAmt |
| EOY | $11,852,480 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,094,656 | BOYAmt |
| EOY | $895,966 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,293,554 | BOYAmt |
| EOY | $12,773,886 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,791,065 | BOYAmt |
| EOY | $53,365,304 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,179,275 | BOYAmt |
| EOY | $67,035,156 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,212,314 | BOYAmt |
| EOY | $78,887,636 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$24,479 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$271,990 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $152,350 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,956,696 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,719,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,227,664 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,495,061 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,021,206 | CurrentTaxYearAmt |
| Total | $20,420,081 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,956,696 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,719,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,227,664 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,495,061 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,021,206 | CurrentTaxYearAmt |
| Total | $20,420,081 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,665,915 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,754,166 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,548,258 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,569,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,596,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,732,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,665,450 | CurrentTaxYearAmt |
| Total | $8,111,784 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,531,865 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,745,048 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,141,251 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,141,251 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $507,063 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $126,766 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $399,760 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $399,760 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $599,640 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $10,006 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $10,006 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $99,940 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $99,940 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $149,910 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 96 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 81 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,195,796 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $215,425 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,632,135 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $664,316 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $15,188,562 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $9,094,474 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,483,181 | BeginningYearBalanceAmt |
| Contributions | $2,309,439 | ContributionsAmt |
| Investment Earnings Or Losses | $1,340,537 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,537,757 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,204,225 | AdministrativeExpensesAmt |
| End Year Balance | $64,391,175 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,801,404 | BeginningYearBalanceAmt |
| Contributions | $2,411,453 | ContributionsAmt |
| Investment Earnings Or Losses | $3,110,522 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,765,661 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,074,537 | AdministrativeExpensesAmt |
| End Year Balance | $64,483,181 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,253,801 | BeginningYearBalanceAmt |
| Contributions | $1,994,003 | ContributionsAmt |
| Investment Earnings Or Losses | $8,874,359 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,206,112 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,114,647 | AdministrativeExpensesAmt |
| End Year Balance | $61,801,404 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,553,661 | BeginningYearBalanceAmt |
| Contributions | $2,499,909 | ContributionsAmt |
| Investment Earnings Or Losses | $6,096,100 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,916,495 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $979,374 | AdministrativeExpensesAmt |
| End Year Balance | $54,253,801 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,380,097 | BeginningYearBalanceAmt |
| Contributions | $2,281,302 | ContributionsAmt |
| Investment Earnings Or Losses | -$348,566 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,800,773 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $958,399 | AdministrativeExpensesAmt |
| End Year Balance | $48,553,661 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $232,373 | OtherCostOrOtherBasisAmt |
| Depreciation | $143,530 | DepreciationAmt |
| Book Value | $88,843 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $88,843 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | pooled investments | Desc |
| Book Value | $74,951,525 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $74,951,525 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Charitable Remainder Unitrusts | $81,726 |
| funds held as agency endowments | $8,881,999 |
| charitable and deferred gift annuities | $1,807,447 |
| Capital Lease Payable | $10,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,782,045 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,576,388 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$271,990 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$271,990 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,848,378 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,268,394 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,268,394 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,116,772 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,720,506 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,720,506 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,420,745 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,420,745 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,141,251 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The endowment funds of the Montana Community Foundation support charitable efforts in Montana, helping to empower communities and make Montana a great place to live. |
| Part X, Line 2: | THE FOUNDATION IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE (IRC), EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. THE FOUNDATION COMPLIES WITH FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. ASC 740-10 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNITION, INTEREST, PENALTIES, AND DISCLOSURES REQUIRED. AS OF JUNE 30, 2016 AND 2015, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. |
| Part XI, Line 4b - Other Adjustments: | Agency Endowment Fund Activity 373,551. Management Fee 854,978. Change in Value of Split-Interest Agreements -16,752. Change in Value of Beneficial Interest In Pooled Income Fund 56,617. |
| Part XII, Line 4b - Other Adjustments: | Management Fees 854,978. Agency Endowment Fund Activity 565,767. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $220,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $220,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $220,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, line 3: | FormAndLineReferenceDesc |
| Explanation | Investments are accounted for in the organization's financial statements using the fair market value of each fund per the Merrill Lynch investment statement. The amount in column (f) is the cost basis per Merrill Lynch. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (152 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| The Nest | |||||||
| PO Box 113 | Charlo | MT | 59824 | 462571797 | 501(c)3 | $250,000 | Unrestricted operating support |
| Camp Mak-A-Dream | |||||||
| PO Box 1450 | Missoula | MT | 598061450 | 810472959 | 501(c)3 | $234,500 | Unrestricted support; Wellness center |
| Stanford Library Guild Inc | |||||||
| PO Box 486 | Standford | MT | 59479 | 273159012 | 501(c)3 | $200,091 | Unrestricted operating support |
| Divine Mercy Academy | |||||||
| 104 AL Place | Belgrade | MT | 59714 | 460532968 | 501(c)3 | $100,000 | School Expansion |
| Animeals | |||||||
| 1700 Rankin St | Missoula | MT | 59808 | 204694132 | 501(c)3 | $60,500 | Unrestricted operating support; Keep it Going! |
| Yellowstone Boys and Girls Ranch Foundation Inc | |||||||
| PO Box 80807 | Billings | MT | 59108 | 810419905 | 501(c)3 | $59,232 | 2015 Annual Distribution; Remodel |
| Great Falls Symphony Association | |||||||
| PO Box 1078 | Great Falls | MT | 59403 | 816014907 | 501(c)3 | $57,475 | 2015 Annual Distribution; program support |
| Missoula Community Foundation | |||||||
| PO Box 8806 | Missoula | MT | 59806 | 810539830 | 501(c)3 | $54,911 | 2015 Annual Distribution; Give Local Program; USDA/RCDI pgrm |
| American Indian Institute | |||||||
| 502 West Mendenhall Street | Bozeman | MT | 59715 | 810339551 | 501(c)3 | $52,722 | 2015 Annual Distribution; Youth programs; |
| Make-A-Wish Foundation of America | |||||||
| 4742 N 24th St 400 | Phoenix | AZ | 85016 | 860481941 | 501(c)3 | $50,000 | To Make Wishes Come True |
| Augusta Youth Center | |||||||
| PO Box 9 | Augusta | MT | 59410 | 810262409 | 501(c)3 | $50,000 | Operating support |
| Yellowstone Art Museum | |||||||
| 401 N 27th St | Billings | MT | 59101 | 816014902 | 501(c)3 | $48,929 | 2015 Annual Distribution; Support for visiting Artists and Lecturers |
| Helena Area Community Foundation | |||||||
| PO Box 92 | Helena | MT | 59624 | 810536902 | 501(c)3 | $42,836 | 2015 Annual Distribution; Give Local Program |
| Alberta Bair Theater | |||||||
| PO Box 1556 | Billings | MT | 59103 | 810406157 | 501(c)3 | $40,062 | 2015 Annual Distribution |
| University of Montana Foundation | |||||||
| PO Box 7159 | Missoula | MT | 59807 | 810362989 | 501(c)3 | $39,662 | 2015 Annual Distribution; NABGA; Fund Central Information Structure |
| Helena Presents (Myrna Loy Center) | |||||||
| 15 N Ewing | Helena | MT | 59601 | 510185430 | 501(c)3 | $36,158 | 2015 Annual Distribution; Operating support |
| Yellowstone River Parks Association | |||||||
| PO Box 1201 | Billings | MT | 591031201 | 364096295 | 501(c)3 | $32,391 | 2015 Annual Distribution; Memorial Shelter at Shilou Pond |
| Holter Museum of Art | |||||||
| 12 East Lawrence Street | Helena | MT | 59601 | 810472958 | 501(c)3 | $32,026 | 2015 Annual Distribution |
| Boys & Girls Club of the Northern Cheyenne Nation | |||||||
| PO Box 309 | Lame Deer | MT | 59043 | 363945776 | 501(c)3 | $31,229 | 2015 Annual Distribution; Support Executive Assistant position |
| Montana Professional Teaching Foundation | |||||||
| 1232 East 6th Avenue | Helena | MT | 59601 | 810511792 | 501(c)3 | $28,649 | 2015 Annual Distribution; Operating support |
| Valley County Community Foundation | |||||||
| PO Box 304 | Glasgow | MT | 59230 | 810526746 | 501(c)3 | $26,251 | 2015 Annual Distribution |
| Yellowstone Park Foundation | |||||||
| 222 East Main | Bozeman | MT | 59715 | 830311166 | 501(c)3 | $26,209 | 2015 Annual Distribution; Cutthroat Project at Yellowstone Lake |
| Family Promise of Yellowstone Valley | |||||||
| 40 10th Street West | Billings | MT | 59102 | 200323622 | 501(c)3 | $25,270 | Program support and special events |
| Rocky Mountain Bible Mission | |||||||
| 1515 Fairview Ave Ste 200 | Missoula | MT | 59801 | 810303852 | 501(c)3 | $25,000 | $20k for Camp Utmost; $5k general support |
| Montana Budget and Policy Center | |||||||
| 101 N Last Chance Gulch Suite 220 | Helena | MT | 59601 | 800624179 | 501(c)3 | $24,820 | WFM Grant Cycle; Research Proposal |
| Blackfeet Reservation Development Fund Inc | |||||||
| PO Box 3029 | Browning | MT | 594173029 | 363784925 | 501(c)3 | $24,171 | 2015 Annual Distribution |
| Seeley Lake Community Foundation | |||||||
| PO Box 25 | Seeley Lake | MT | 59868 | 311711576 | 501(c)3 | $23,149 | 2015 Annual Distribution |
| Bigfork Center for the Performing Arts Foundation | |||||||
| 526 Electric Ave | Bigfork | MT | 59911 | 810424706 | 501(c)3 | $22,449 | 2015 Annual Distribution; Maintain the flowers |
| Life Skills Fore Montana Youth Inc DBA First Tee of Montana | |||||||
| 821 N 27th Street | Billings | MT | 59101 | 760755227 | 501(c)3 | $20,000 | Purchase golf equipment for local schools |
| Absarokee Community Foundation | |||||||
| PO Box 72 | Absarokee | MT | 59001 | 731658638 | 501(c)3 | $18,504 | 2015 Annual Distribution |
| Apostles Evangelical Lutheran Church | |||||||
| 3140 Broadwater Ave | Billings | MT | 59102 | 816035157 | 501(c)3 | $17,560 | 2015 Annual Distribution; Principle pay-down on building |
| Greater Polson Community Foundation | |||||||
| PO Box 314 | Polson | MT | 59860 | 262883184 | 501(c)3 | $17,319 | 2015 Annual Distribution |
| Greater Gallatin United Way | |||||||
| 945 Technology Blvd Ste 10-F | Bozeman | MT | 59718 | 810384820 | 501(c)3 | $16,824 | 2015 Annual Distribution |
| Montana State University Foundation | |||||||
| PO Box 172750 | Bozeman | MT | 597172750 | 816001649 | 501(c)3 | $16,734 | 2015 Annual Distribution |
| Helena Education Foundation | |||||||
| PO Box 792 | Helena | MT | 59604 | 810544494 | 501(c)3 | $15,075 | 2015 Annual Distribution |
| Montana Nonprofit Association | |||||||
| PO Box 1744 | Helena | MT | 59624 | 731654969 | 501(c)3 | $15,000 | Principles and Practices for Nonprofits |
| First United Methodist Church | |||||||
| 610 Second Avenue North | Great Falls | MT | 59401 | 810235852 | 501(c)3 | $15,000 | Program support |
| Montana Wilderness Association Inc | |||||||
| 80 South Warren St | Helena | MT | 596015700 | 510198932 | 501(c)3 | $14,800 | 2015 Annual Distribution |
| Bozeman Public Library Foundation | |||||||
| 626 E Main St | Bozeman | MT | 597153768 | 810405940 | 501(c)3 | $14,750 | 2015 Annual Distribution; Unrestricted operating support |
| West Yellowstone Foundation | |||||||
| PO Box 255 | West Yellowstone | MT | 597580255 | 810494366 | 501(c)3 | $14,406 | 2015 Annual Distribution |
| Manhattan High School | |||||||
| 416 North Broadway | Manhattan | MT | 59741 | 816000410 | GOVT | $14,338 | 2015 Annual Distribution |
| United Way of Lewis & Clark Area | |||||||
| PO Box 862 | Helena | MT | 59624 | 816017354 | 501(c)3 | $14,123 | 2015 Annual Distribution |
| Roundup Memorial Hospital Association | |||||||
| PO Box 40 | Roundup | MT | 59072 | 810245848 | 501(c)3 | $14,083 | 2015 Annual Distribution |
| Missoula Symphony Association | |||||||
| PO Box 8301 | Missoula | MT | 59807 | 810290730 | 501(c)3 | $13,220 | 2015 Annual Distribution; Symphony at the Park |
| Jefferson Valley Community Foundation | |||||||
| PO Box 144 | Whitehall | MT | 59759 | 463196448 | 501(c)3 | $12,169 | 2015 Annual Distribution |
| Montana Women Vote | |||||||
| 725 W Alder St Ste 21 | Missoula | MT | 59802 | 810362732 | 501(c)3 | $12,000 | Program support |
| United Way of Yellowstone County | |||||||
| 2173 Overland Ave | Billings | MT | 59102 | 810287507 | 501(c)3 | $12,000 | $6k Basic needs of youth; $6k Best Beginning Council |
| Education Foundation for Billings Public Schools | |||||||
| 415 N 30th St Suite 312 | Billings | MT | 59101 | 810452904 | 501(c)3 | $11,507 | 2015 Annual Distribution; $500 Backpack Meal Program |
| Community Foundation for a Better Bigfork | |||||||
| PO Box 1439 | Bigfork | MT | 59911 | 237067099 | 501(c)3 | $11,362 | 2015 Annual Distribution |
| Helena YMCA | |||||||
| 1200 N Last Chance Gulch | Helena | MT | 59601 | 810231815 | 501(c)3 | $11,321 | 2015 Annual Distribution |
| Prickly Pear Land Trust | |||||||
| PO Box 892 | Helena | MT | 59624 | 810506868 | 501(c)3 | $11,318 | 2015 Annual Distribution |
| Hopa Mountain Inc | |||||||
| 234 E Babcock Suite E | Bozeman | MT | 59715 | 841635749 | 501(c)3 | $11,229 | 2015 Annual Distribution |
| Billings Community Foundation | |||||||
| PO Box 1255 | Billings | MT | 59103 | 204286919 | 501(c)3 | $11,047 | 2015 Annual Distribution; Give Local Programs; Operating costs |
| Friends of the Pioneer Museum | |||||||
| PO Box 975 | Glasgow | MT | 59230 | 810479627 | 501(c)3 | $11,023 | 2015 Annual Distribution |
| Make A Wish Montana | |||||||
| 175 North 27th Street Ste 1214 | Billings | MT | 59101 | 300882267 | 501(c)3 | $11,000 | To Fund Wishes |
| Intermountain Children's Home | |||||||
| 500 S Lamborn | Helena | MT | 59601 | 810231775 | 501(c)3 | $10,777 | 2015 Annual Distribution; General support; Support children's nees. |
| Beacon Community Foundation | |||||||
| PO Box 726 | Scobey | MT | 59263 | 810498333 | 501(c)3 | $10,560 | 2015 Annual Distribution |
| Musselshell Valley Community Foundation | |||||||
| PO Box 713 | Roundup | MT | 59072 | 810512493 | 501(c)3 | $10,392 | 2015 Annual Distribution |
| St Peter's Hospital Foundation | |||||||
| 2475 Broadway | Helena | MT | 59601 | 810392270 | 501(c)3 | $10,162 | 2015 Annual Distribution |
| Montana Technology Enterprise Center | |||||||
| 1121 East Broadway | Missoula | MT | 59802 | 810529738 | 501(c)3 | $10,000 | 2015 Annual Distribution |
| Missoula International School | |||||||
| 1100 Harrison | Missoula | MT | 59802 | 810501614 | 501(c)3 | $10,000 | Unrestricted operating support |
| Madison Valley Rural Fire Department | |||||||
| PO Box 68 | Ennis | MT | 59729 | 810426522 | GOVT | $10,000 | Unrestricted operating support |
| Wolf Point Public Schools | |||||||
| 710 4th Ave N | Wolf Point | MT | 592011212 | 816000891 | gOVT | $10,000 | Western Bank of WP Endowment High School Gym |
| St Thomas More Academy | |||||||
| 6456 E Bristol Rd | Burton | MI | 48519 | 383023152 | 501(c)3 | $10,000 | $5k School Campus repairs; $5k General operating support |
| Ulm Public Schools | |||||||
| PO Box 189 | Ulm | MT | 59485 | 816000160 | GOVT | $10,000 | After School Program |
| American Association of University Women Billings Branch | |||||||
| 3130 Gregory Drive | Billings | MT | 59102 | 477112138 | 501(c)3 | $10,000 | Support funding of scholarships |
| Heroes and Horses Inc | |||||||
| PO Box 35 | Manhattan | MT | 59741 | 464639973 | 501(c)3 | $10,000 | Unrestricted operating support |
| Helena Symphony | |||||||
| PO Box 1073 | Helena | MT | 59624 | 810523705 | 501(c)3 | $9,988 | 2015 Annual Distribution |
| Montana Audubon | |||||||
| PO Box 595 | Helena | MT | 59624 | 810412530 | 501(c)3 | $9,940 | 2015 Annual Distribution |
| Humane Society of Western Montana | |||||||
| 5930 Highway 93 South | Missoula | MT | 59804 | 810290933 | 501(c)3 | $9,294 | 2015 Annual Distribution; $1,000 general operting support |
| Montana Land Reliance | |||||||
| PO Box 355 | Helena | MT | 59624 | 810369262 | 501(c)3 | $9,288 | 2015 Annual Distribution |
| Tumbleweed Runaway Program Inc | |||||||
| 505 North 24th St | Billings | MT | 59101 | 363343886 | 501(c)3 | $9,274 | 2015 Annual Distribution; General operating support |
| Planned Parenthood of Montana | |||||||
| 1116 Grand Ave STE 201 | Billings | MT | 59101 | 810307201 | 501(c)3 | $9,270 | 2015 Annual Distribution; Unrestricted operating support |
| Rural Dynamics IncConsumer Credit Counseling Service | |||||||
| 2022 Central Ave | Great Falls | MT | 59401 | 810303443 | 501(c)3 | $9,200 | 2015 Annual Distribution |
| Museum of the Rockies | |||||||
| 600 West Kagy Boulevard | Bozeman | MT | 59717 | 816016828 | 501(c)3 | $9,165 | 2015 Annual Distribution |
| Stevensville Community Foundation | |||||||
| PO Box 413 | Stevensville | MT | 59870 | 810490459 | 501(c)3 | $8,935 | 2015 Annual Distribution |
| Roberts Community Foundation | |||||||
| PO Box 284 | Roberts | MT | 59070 | 841425182 | 501(c)3 | $8,877 | 2015 Annual Distribution |
| Indian Law Resource Center | |||||||
| 602 Ewing | Helena | MT | 59601 | 521121079 | 501(c)3 | $8,802 | 2015 Annual Distribution |
| Broadwater Productions Inc (Grandstreet Theatre) | |||||||
| PO Box 1258 | Helena | MT | 59624 | 810357843 | 501(c)3 | $8,750 | 2015 Annual Distribution |
| Girl Scouts of Montana & Wyoming | |||||||
| 2302 Grand Avenue | Billings | MT | 59102 | 816001486 | 501(c)3 | $8,700 | 2015 Annual Distribution |
| Glacier Symphony Orchestra & Chorale | |||||||
| PO Box 2491 | Kalispell | MT | 599032491 | 810413320 | 501(c)3 | $8,660 | 2015 Annual Distribution |
| Five Valleys Land Trust | |||||||
| 120 Hickory St Suite B | Missoula | MT | 59807 | 237182055 | 501(c)3 | $8,422 | 2015 Annual Distribution |
| Montana State University - Bozeman | |||||||
| PO Box 174160 | Bozeman | MT | 59717 | 816010045 | 501(c)3 | $8,299 | 2015 Annual Distribution |
| Friends of Irish Studies in the West | |||||||
| PO Box 4693 | Missoula | MT | 59806 | 261391012 | 501(c)3 | $8,294 | 2015 Annual Distribution |
| Alliance for the Wild Rockies | |||||||
| PO Box 505 | Helena | MT | 59624 | 810455740 | 501(c)3 | $8,294 | 2015 Annual Distribution |
| International Choral Festival | |||||||
| PO Box 8203 | Missoula | MT | 59807 | 810459276 | 501(c)3 | $8,102 | 2015 Annual Distribution |
| United Way of Cascade County | |||||||
| PO Box 1343 | Great Falls | MT | 59403 | 810304170 | 501(c)3 | $7,961 | 2015 Annual Distribution |
| Glasgow Scotties Booster Club | |||||||
| PO Box 735 | Glasgow | MT | 59230 | 203402373 | 501(c)3 | $7,828 | 2015 Annual Distribution |
| Red Lodge Area Community Foundation | |||||||
| PO Box 1871 | Red Lodge | MT | 59068 | 200192255 | 501(c)3 | $7,655 | 2015 Annual Distribution |
| University Congregational Church | |||||||
| 405 University Ave | Missoula | MT | 598014437 | 810251572 | 501(c)3 | $7,563 | 2015 Annual Distribution |
| International Hunter Education Association | |||||||
| 800 East 73rd Ave Unit 2 | Denver | CO | 80229 | 371145157 | 501(c)3 | $7,562 | 2015 Annual Distribution |
| World Museum of Mining Inc | |||||||
| PO Box 33 | Butte | MT | 59703 | 816014901 | 501(c)3 | $7,531 | 2015 Annual Distribution |
| Rocky Mountain College | |||||||
| 1511 Poly Drive | Billings | MT | 59102 | 810235407 | 501(c)3 | $7,528 | 2015 Annual Distribution; Annual fund; Institute for Peace Studies |
| Liberty Village Arts Center and Gallery | |||||||
| P O Box 269 | Chester | MT | 59522 | 810364834 | 501(c)3 | $7,500 | 2015 Annual Distribution |
| Wibaux County Nursing Home | |||||||
| 712 S Wibaux St | Wibaux | MT | 59353 | 810392225 | 501(c)3 | $7,331 | 2015 Annual Distribution; laying cement for front entrance |
| Nye Community Foundation | |||||||
| PO Box 528 | Nye | MT | 59061 | 810531083 | 501(c)3 | $7,291 | 2015 Annual Distribution |
| Lewis and Clark Interpretive Center Foundation | |||||||
| PO Box 398 | Great Falls | MT | 59403 | 810471734 | 501(c)3 | $7,283 | 2015 Annual Distribution; L&C Festival; Historic |
| Montana State University - Billings Foundation | |||||||
| 1500 University Dr | Billings | MT | 59101 | 810301477 | 501(c)3 | $7,009 | 2015 Annual Distribution; MSU Billings Nursing Dept. |
| Missoula Food Bank | |||||||
| 219 S 3rd St W | Missoula | MT | 59801 | 810414143 | 501(c)3 | $6,975 | 2015 Annual Distribution |
| Archie Bray Foundation | |||||||
| 2915 Country Club Avenue | Helena | MT | 59601 | 810284022 | 501(c)3 | $6,898 | 2015 Annual Distribution |
| School Community Development Council Powder River CF | |||||||
| PO Box 629 | Broadus | MT | 59317 | 810514945 | 501(c)3 | $6,843 | 2015 Annual Distribution |
| Fort Peck Theatre | |||||||
| 201 Missouri Ave | Fort Peck | MT | 59223 | 810306649 | 501(c)3 | $6,840 | 2015 Annual Distribution |
| YWCA of Billings | |||||||
| 909 Wyoming Ave | Billings | MT | 59101 | 810534954 | 501(c)3 | $6,628 | 2015 Annual Distribution |
| Mineral County Community Foundation | |||||||
| PO Box 93 | Superior | MT | 59872 | 810501990 | 501(c)3 | $6,572 | 2015 Annual Distribution |
| Ronald McDonald House of Charities of Western Montana Inc | |||||||
| 3003 Fort Missoula Road | Missoula | MT | 59804 | 472261447 | 501(c)3 | $6,504 | 2015 Annual Distribution; General operating support |
| Blackfeet Nation Higher Education Program | |||||||
| PO Box 850 | Browning | MT | 59417 | 810212955 | 501(c)3 | $6,363 | 2015 Annual Distribution |
| Western Heritage Center | |||||||
| 2822 Montana Ave | Billings | MT | 59101 | 237155997 | 501(c)3 | $6,345 | 2015 Annual Distribution |
| Billings Symphony Society | |||||||
| 201 N Broadway 350 | Billings | MT | 59101 | 237083873 | 501(c)3 | $6,238 | 2015 Annual Distribution; Bach to Books program |
| Dawson County Healthy Communities Coalition | |||||||
| 207 W Bell | Glendive | MT | 59330 | 470891424 | 501(c)3 | $6,080 | Walking and biking trails; pool split |
| Big Sky Community Corporation | |||||||
| PO Box 161404 | Big Sky | MT | 59716 | 810520589 | 501(c)3 | $6,036 | 2015 Annual Distribution; General operating support |
| NOVA Center for the Performing Arts Inc | |||||||
| PO Box 11 | Billings | MT | 59103 | 810514788 | 501(c)3 | $6,016 | 2015 Annual Distribution |
| Chester Joplin Inverness Public Schools | |||||||
| PO Box 550 | Chester | MT | 59522 | 816000582 | 501(c)3 | $6,000 | Program support |
| Community Giving Assistance Towards Employment | |||||||
| 121 S Douglas St | Glendive | MT | 59330 | 810517655 | 501(c)3 | $6,000 | Temporary housing and community garden |
| McCone County 100 Club | |||||||
| PO Box 465 | Circle | MT | 59214 | 810452539 | 501(c)3 | $6,000 | Local fire and ambulance services |
| Valley County Community Emergency Food Bank | |||||||
| 735 7th Avenue N | Glasgow | MT | 59230 | 810466404 | 501(c)3 | $6,000 | New building for food purchases |
| God's Love Inc | |||||||
| 533 N Last Chance Gulch | Helena | MT | 59601 | 810400234 | 501(c)3 | $5,859 | 2015 Annual Distribution; program support |
| Flathead Land Trust | |||||||
| PO Box 1913 | Kalispell | MT | 59903 | 363479966 | 501(c)3 | $5,817 | 2015 Annual Distribution; Darrow family property conservation |
| Flathead Valley Community College Foundation | |||||||
| 777 Grandview Drive | Kalispell | MT | 59901 | 810365752 | 501(c)3 | $5,766 | 2015 Annual Distribution |
| Angel Fund | |||||||
| PO Box 7436 | Helena | MT | 59604 | 810535130 | 501(c)3 | $5,675 | 2015 Annual Distribution |
| Benefis Healthcare Foundation | |||||||
| PO Box 7008 | Great Falls | MT | 594067008 | 810480587 | 501(c)3 | $5,526 | 2015 Annual Distribution; Emergency Dept Remodel |
| Forsyth Public Schools | |||||||
| PO Box 319 | Forsyth | MT | 59327 | 816000897 | GOVT | $5,526 | Track and Field Improvements; Weight room equipment |
| Montana Freedom of Information Hotline Inc | |||||||
| PO Box 320 | Choteau | MT | 59422 | 810455690 | 501(c)3 | $5,500 | Unrestricted operating support |
| Chase Hawks Memorial Foundation | |||||||
| PO Box 31333 | Billings | MT | 59107 | 810499653 | 501(c)3 | $5,460 | Unresticted operating support |
| Billings Studio Theatre | |||||||
| 1500 Rimrock Road | Billings | MT | 59102 | 810293924 | 501(c)3 | $5,335 | 2015 Annual Distribution; Equipment Storage |
| Montana Council - Boy Scouts of America | |||||||
| 820 - 17th Ave South | Great Falls | MT | 59405 | 810343177 | 501(c)3 | $5,328 | 2015 Annual Distribution; unrestricted operating support |
| Friendship House | |||||||
| 3123 - 8th Ave South | Billings | MT | 59101 | 810300497 | 501(c)3 | $5,260 | 2015 Annual Distribution |
| Helena Youth Soccer Association Inc | |||||||
| PO Box 6972 | Helena | MT | 59604 | 810472455 | 501(c)3 | $5,257 | 2015 Annual Distribution |
| Bozeman Symphony Society | |||||||
| 1001 Oak St Ste 201 | Bozeman | MT | 59715 | 816019534 | 501(c)3 | $5,249 | 2015 Annual Distribution; Unrestricted operating support |
| Plymouth Congregational Church | |||||||
| 400 South Oakes | Helena | MT | 59601 | 810298891 | 501(c)3 | $5,227 | 2015 Annual Distribution |
| Trinity Lutheran Church | |||||||
| 537 Grand Ave | Billings | MT | 59101 | 810300195 | 501(c)3 | $5,194 | 2015 Annual Distribution |
| Carroll College | |||||||
| 1601 N Benton Ave | Helena | MT | 59625 | 810231774 | 501(c)3 | $5,171 | 2015 Annual Distribution; Haunthausen Activity Center |
| Hinsdale High School | |||||||
| 600 N Montana | Hinsdale | MT | 59241 | 816001060 | 501(c)3 | $5,157 | 2015 Annual Distribution |
| Yellowstone Wildlife Sanctuary | |||||||
| PO Box 675 | Red Lodge | MT | 59068 | 810422009 | 501(c)3 | $5,145 | 2015 Annual Distribution |
| Mountain View Medical Center | |||||||
| 16 West Main | White Sulphur Springs | MT | 59645 | 810255832 | 501(c)3 | $5,126 | 2015 Annual Distribution |
| Center for Mental Health | |||||||
| PO Box 3089 | Great Falls | MT | 59403 | 810347441 | 501(c)3 | $5,082 | 2015 Annual Distribution |
| CM Russell Museum | |||||||
| 400 - 13th Street North | Great Falls | MT | 59401 | 816003526 | 501(c)3 | $5,078 | 2015 Annual Distribution |
| Alpine Theatre Project Inc | |||||||
| PO Box 1959 | Whitefish | MT | 59937 | 770626385 | 501(c)3 | $5,000 | Support programming or wherever need is most |
| American Association of University Women Bozeman branch | |||||||
| PO Box 526 | Gallatin Gateway | MT | 59730 | 810388256 | 501(c)3 | $5,000 | 2015 Annual Distribution |
| American Friends of Concordia University | |||||||
| C/O Roha Flaherty 1725 I Street NW | Washington | DC | 20006 | 721601411 | 501(c)3 | $5,000 | High Altitude Ballooning Project under Physics Dept |
| Burton K Wheeler Center | |||||||
| 1102 S 6th Ave | Bozeman | MT | 59717 | 810480612 | 501(c)3 | $5,000 | PBS streaming for early education |
| Center for Restorative Youth Justice | |||||||
| 29 3rd Street East | Kalispell | MT | 59901 | 841428210 | 501(c)3 | $5,000 | Social Justice MT Fund Competitive Grant |
| Center Pole Foundation | |||||||
| PO Box 71 | Garryowen | MT | 59031 | 208780215 | 501(c)3 | $5,000 | Social Justice MT Fund Competitive Grant |
| Gallatin Valley Land Trust | |||||||
| PO Box 7021 | Bozeman | MT | 59715 | 810464513 | 501(c)3 | $5,000 | Unrestricted operating support; Tohey Ranch conservation easement |
| Great Falls Public Schools | |||||||
| 1100 4th St S | Great Falls | MT | 59405 | 272577990 | GOVT | $5,000 | General program support |
| Liberty County Museum and Archive Association Inc | |||||||
| PO Box 476 | Chester | MT | 59522 | 810344759 | 501(c)3 | $5,000 | Upgrade digital database for cataloging museum |
| Missoula Interfaith Collaborative | |||||||
| 202 Brooks St | Missoula | MT | 59801 | 463396495 | 501(c)3 | $5,000 | Social Justice MT Fund Competitive Grant |
| Montana Human Rights Network | |||||||
| PO Box 1509 | Helena | MT | 59624 | 810472423 | 501(c)3 | $5,000 | Social Justice MT Fund Competitive Grant |
| Montana State University Alumni Association | |||||||
| 1501 S 11th Ave | Bozeman | MT | 59715 | 810235631 | 501(c)3 | $5,000 | MSU Great Falls Alumni Foundation for the Bright Begin |
| National Coalition Building Institute | |||||||
| 1124 Cedar St | Missoula | MT | 598023911 | 222627168 | 501(c)3 | $5,000 | Social Justice MT Fund Competitive Grant |
| Parents Let's Unite for Kids | |||||||
| 516 N 32nd St | Billings | MT | 59101 | 810422077 | 501(c)3 | $5,000 | Unrestricted operating support |
| Ronald McDonald House of Billings | |||||||
| 1144 N 30th Street | Billings | MT | 591010124 | 810400667 | 501(c)3 | $5,000 | Unrestricted operating support |
| United Way of Missoula County | |||||||
| PO Box 7395 | Missoula | MT | 59807 | 810287854 | 501(c)3 | $5,000 | Unrestricted operating support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 152 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships for post-secondary education | GrantTypeTxt |
| Recipient | 290 | RecipientCnt |
| Cash Grant | $639,504 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | MCF's process requires that grant requests must comply with the purpose of the endowment fund paying the grant, 501(c)(3) status is verified, and compliance with conflict of interest policies is reviewed. The majority of grants awarded by MCF support the general operating and program purposes of the 501(c)(3) organizations awarded, and as such, we do not require a report of how the grant funds were used. Grant award letters are sent with the grant checks, and the award letters instruct the recipient organization that the funds can be used only for the purpose the grant was applied for and awarded upon. |
| PART III: | Scholarship Advisory Committees, under the oversight of MCF, select scholarship recipients each year based on the applications received. Scholarship funds are transferred directly from the Foundation to the School and applied against the awarded student's tuition account. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Rutherford | PersonNm |
| Title | CEO/President | TitleTxt |
| Base Compensation Filing Org | $170,005 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,343 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $6,998 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $187,346 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $356,429 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DAILY AVG OF PRICES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | Appropriate individuals in management and the audit and compliance committee members of the board review the return before filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | At every board meeting prior to approving grants, the board is asked to disclose any conflict. Annually, board and staff are required to sign disclosure statements. Annually, the board receives training on conflict of interest. |
| Form 990, Part VI, Section B, line 15 | The compensation of the CEO/President is the responsibility of the executive committee of the independent board of directors. A matrix is used to determine performance. Comparable compensation data is used and approved by the executive committee. Compensation decisions for key officers are the responsibility of the CEO/President. Outside information regarding salaries paid by similar organizations is evaluated. |
| Form 990, Part VI, Section C, line 19 | The Financial statements and Form 990 are available on the organization's website and upon request. Other documents are available upon request as well. |
| Form 990, Part XI, line 9: | Endowment Agency Fund Activity 192,216. Change in Value of Beneficial Interest In Pooled Income Fund -56,618. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 16,752. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCF Real Property LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N Last Chance Gulch Ste 1 | AddressLine1Txt |
| City | Helena | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473656226 | EIN |
| Primary Activities | Accept and Liquidate Gifted Property on behalf of MCF, Inc. | PrimaryActivitiesTxt |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Montana Community Foundation Inc | BusinessNameLine1Txt |
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