HUMANTIES MONTANA: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HUMANTIES MONTANA (EIN 23-7357909)
- Tax period
- 2013-11-01 to 2014-10-31
- Filed
- 2015-03-20
- IRS object ID
- 201510799349300606
- Schema version
- 2013v4.0
- 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 | 2015-03-20T09:26:01-05:00 | ReturnTs |
| Tax Period End | 2014-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810348775 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNKERMIERCLARKCAMPANELLASTEVENS PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 16237 | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59808 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237357909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUMANITIES MONTANA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUMA | BusinessNameControlTxt |
| Phone | 4062436022 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 BRANTLY HALL THE UNIVERSITY OF | AddressLine1 |
| Address Line2 | MONTANA | AddressLine2 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59812 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEN EGAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4062436022 | PhoneNum |
| Signature | 2015-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES V GALIPEAU CPA | PreparerPersonNm |
| PTIN | P00087309 | PTIN |
| Phone | 4065494148 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEN EGAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 BRANTLY HALL UNIVERSITY OF MT | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59812 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $672,706 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HUMANITIESMONTANA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | HUMANITIES MONTANA ENRICHES THE LIVES OF ALL MONTANANS BY FOSTERING INQUIRY AND STIMULATING CIVIL AND INFORMED CONVERSATIONS ABOUT THE HUMAN EXPERIENCE. WE OFFER AND PROVIDE GRANTS FOR PROGRAMS THAT EXPLORE ISSUES OF ENDURING AND CONTEMPORARY CONCERN, ENCOURAGE CRITICAL THINKING, EXAMINE CIVIC ISSUES, AND DEEPEN OUR UNDERSTANDING OF WHERE WE HAVE BEEN, WHERE WE ARE, AND WHERE WE ARE GOING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 600 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $688,253 | PYContributionsGrantsAmt |
| CY Contributions Grants | $666,838 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,418 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,868 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $694,671 | PYTotalRevenueAmt |
| CY Total Revenue | $672,706 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $140,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $131,009 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $248,916 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $263,063 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $15,871 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $288,745 | PYOtherExpensesAmt |
| CY Other Expenses | $253,778 | CYOtherExpensesAmt |
| PY Total Expenses | $677,661 | PYTotalExpensesAmt |
| CY Total Expenses | $647,850 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $17,010 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $24,856 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $215,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $245,662 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,061 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,649 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $174,076 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $202,013 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HUMANITIES MONTANA ENRICHES THE LIVES OF ALL MONTANANS BY FOSTERING INQUIRY AND STIMULATING CIVIL AND INFORMED CONVERSATIONS ABOUT THE HUMAN EXPERIENCE. WE OFFER AND PROVIDE GRANTS FOR PROGRAMS THAT EXPLORE ISSUES OF ENDURING AND CONTEMPORARY CONCERN, ENCOURAGE CRITICAL THINKING, EXAMINE CIVIC ISSUES, AND DEEPEN OUR UNDERSTANDING OF WHERE WE HAVE BEEN, WHERE WE ARE, AND WHERE WE ARE GOING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $578,963 | ExpenseAmt |
| Grant | $131,009 | GrantAmt |
| Desc | IN ADDITION TO HUMANITIES GRANTS FOR PROGRAMS, BOOKS, FELLOWSHIPS, MUSEUM EXHIBITS, MEDIA PRODUCTIONS AND RESEARCH, HUMANITIES MONTANA CONDUCTS THE FESTIVAL OF THE BOOK, A SPEAKERS BUREAU, COMMUNITY READING AND DISCUSSION GROUPS, A YOUTH LITERARY COMPETITION, AND THE GOVERNOR'S HUMANITIES AWARD. | Desc |
| Total Program Service Expenses | $578,963 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| 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 | HUMANITIES MONTANA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4062436022 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 BRANTLY HALL | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59812 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MANDY SMOKER BROADDUS | ||||||
| BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANTOINE BROCKMAN | ||||||
| BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICTORIA CECH | ||||||
| BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RITA COLLINS | ||||||
| BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CONNIE DAUGHERTY | ||||||
| BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATTY DEAN | ||||||
| BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE DIAL | ||||||
| CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRIS HOPKINS | ||||||
| BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID A IRION | ||||||
| BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL JONES | ||||||
| BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA KARELL | ||||||
| VICE CHAIR | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TOM KOTYNSKI | ||||||
| BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARMEN MCSPADDEN | ||||||
| BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALICE MEISTER | ||||||
| BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AARON PRUITT | ||||||
| BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILL RAWN | ||||||
| BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PENNY REDLI | ||||||
| BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF SANDERS | ||||||
| BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOBIN SHEARER | ||||||
| BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH V EGAN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $82,000 | $0 | $18,196 | Yes (X) | |
| KIM MCMAHON | ||||||
| ASSOCIATE DIRECTOR | 40.00 | $51,304 | $0 | $15,567 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $133,304 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $33,763 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $580,822 | GovernmentGrantsAmt |
| All Other Contributions | $86,016 | AllOtherContributionsAmt |
| Total Contributions | $666,838 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,113 | TotalRevenueColumnAmt |
| Exclusion | $2,113 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,755 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,755 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,755 | TotalRevenueColumnAmt |
| Exclusion | $3,755 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $672,706 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,868 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,009 | TotalAmt |
| Program Services | $131,009 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,277 | TotalAmt |
| Program Services | $135,277 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,786 | TotalAmt |
| Program Services | $104,540 | ProgramServicesAmt |
| Management And General | $17,664 | ManagementAndGeneralAmt |
| Fundraising | $5,582 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,733 | TotalAmt |
| Management And General | $24,733 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400 | TotalAmt |
| Management And General | $400 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,111 | TotalAmt |
| Program Services | $4,345 | ProgramServicesAmt |
| Management And General | $288 | ManagementAndGeneralAmt |
| Fundraising | $478 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,358 | TotalAmt |
| Program Services | $32,447 | ProgramServicesAmt |
| Management And General | $1,807 | ManagementAndGeneralAmt |
| Fundraising | $7,104 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,003 | TotalAmt |
| Program Services | $7,638 | ProgramServicesAmt |
| Management And General | $1,227 | ManagementAndGeneralAmt |
| Fundraising | $138 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,212 | TotalAmt |
| Program Services | $116,187 | ProgramServicesAmt |
| Fundraising | $25 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Program Services | $1,365 | ProgramServicesAmt |
| Management And General | $105 | ManagementAndGeneralAmt |
| Fundraising | $30 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOARD EXPENSES | $29,734 | $28,367 | $1,367 | |
| DUES & SUBSCRIPTIONS | $13,847 | $12,441 | $1,271 | $135 |
| PROFESSIONAL DEVELOPMEN | $9,431 | $5,277 | $4,154 | |
| ENDOWMENT EXPENSE | $1,450 | $1,450 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $999 | TotalAmt |
| Program Services | $70 | ProgramServicesAmt |
| Fundraising | $929 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,850 | TotalAmt |
| Program Services | $578,963 | ProgramServicesAmt |
| Management And General | $53,016 | ManagementAndGeneralAmt |
| Fundraising | $15,871 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,349 | BOYAmt |
| EOY | $34,796 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,033 | BOYAmt |
| EOY | $80,905 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,171 | BOYAmt |
| EOY | $32,891 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,689 | BOYAmt |
| EOY | $8,577 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,864 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,169 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,695 | BOYAmt |
| EOY | $2,695 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,200 | BOYAmt |
| EOY | $85,798 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,137 | BOYAmt |
| EOY | $245,662 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,311 | BOYAmt |
| EOY | $32,249 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,750 | BOYAmt |
| EOY | $11,400 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,061 | BOYAmt |
| EOY | $43,649 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,846 | BOYAmt |
| EOY | $116,185 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,319 | BOYAmt |
| EOY | $29,917 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,911 | BOYAmt |
| EOY | $55,911 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,076 | BOYAmt |
| EOY | $202,013 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,137 | BOYAmt |
| EOY | $245,662 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $24,856 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,081 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $718,324 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $720,328 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $787,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $688,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $666,838 | CurrentTaxYearAmt |
| Total | $3,581,612 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $718,324 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $720,328 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $787,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $688,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $666,838 | CurrentTaxYearAmt |
| Total | $3,581,612 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,581,612 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,328 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$3,462 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,859 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,113 | CurrentTaxYearAmt |
| Total | $5,030 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $310 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $227 | CurrentTaxYearMinus2YearsAmt |
| Total | $4,208 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,590,850 | TotalSupportAmt |
| Public Support CY170 | 0.99740 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99750 | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,230 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,329 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,281 | OtherExpendituresAmt |
| Administrative Expenses | $1,450 | AdministrativeExpensesAmt |
| End Year Balance | $85,828 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,127 | BeginningYearBalanceAmt |
| Contributions | $9,666 | ContributionsAmt |
| Investment Earnings Or Losses | $7,801 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $364 | AdministrativeExpensesAmt |
| End Year Balance | $81,230 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,961 | BeginningYearBalanceAmt |
| Contributions | $15,165 | ContributionsAmt |
| Investment Earnings Or Losses | $6,892 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $891 | AdministrativeExpensesAmt |
| End Year Balance | $64,127 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,959 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$998 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $42,961 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,248 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,460 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $749 | AdministrativeExpensesAmt |
| End Year Balance | $43,959 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,169 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,169 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,695 | OtherCostOrOtherBasisAmt |
| Book Value | $2,695 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,695 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN MT COMMUNITY FOUNDATION ENDOWMENT | Desc |
| Book Value | $85,798 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $85,798 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $675,787 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,081 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,081 | RevenueNotReportedAmt |
| Revenue Subtotal | $672,706 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $672,706 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $647,850 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $647,850 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $647,850 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| ARTEMIS COMMON GROUND | |||||||
| PO BOX 748 | HELENA | MT | 59624 | 942906085 | $8,000 | HUMANITIES | |
| HIGHLANDS COLLEGEMONTANA TECK | |||||||
| 25 BASIN CREEK ROAD | BUTTE | MT | 59701 | 816001654 | $5,000 | HUMANITIES | |
| MONTANA HISTORICAL SOCIETY | |||||||
| PO BOX 201201 | HELENA | MT | 59620 | 810302402 | $6,000 | HUMANITIES | |
| MONTANA PRESERVATION ALLIANCE | |||||||
| 120 REEDERS ALLEY | HELENA | MT | 59601 | 363559965 | $5,000 | HUMANITIES | |
| MONTANA PUBLIC RADIO | |||||||
| 32 CAMPUS DRIVE | MISSOULA | MT | 59812 | 816001713 | $6,000 | HUMANITIES | |
| MT STATE PARKS TRAVELER'S REST STATE PARK | |||||||
| PO BOX 995 | LOLO | MT | 59847 | 810541891 | $8,000 | HUMANITIES | |
| PUBLIC COVERSATION PROJECT | |||||||
| 46 KONDAIZIAH STREET | WATERTOWN | MA | 02472 | 223432160 | $5,000 | HUMANITIES | |
| WESTERN HERITAGE CENTER | |||||||
| 2822 MONTANA AVE | BILLINGS | MT | 59101 | 816026937 | $7,000 | HUMANITIES | |
| WOMEN'S AND GENDER STUDIES PROGRAM | |||||||
| OFFICE RESEARCH SPECIAL PROGRAMS | MISSOULA | MT | 59812 | 816001713 | $7,500 | HUMANITIES | UNIVERSITY OF MONTANA |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE GOVERNING BODY IS PROVIDED A COPY OF THE DRAFT FORM 990 FOR REVIEW. THE FISCAL OFFICER AND EXECUTIVE DIRECTOR PERFORM AN IN DEPTH REVIEW OF THE FORM 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EMPLOYEES MUST DISCLOSE ANY CONFLICTS OF INTEREST OR POTENTIAL CONFLICTS OF INTEREST ON A DISCLOSURE FORM. IT IS THE RESPONSIBILITY OF THE EXECUTIVE DIRECTOR TO REVIEW CONFLICTS OF INTEREST AND WORK WITH EMPLOYEE TO ELIMINATE OR MINIMIZE THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS DETERMINED BY PERFORMANCE OBJECTIVES BEING MET, PERIODIC SURVEYS OF LIKE AGENCIES IN OUR INDUSTRY, ANNUAL COST OF LIVING INCREASE AND AVAILABILITY OF FUNDS. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990 IS AVAILABLE THROUGH GUIDESTAR. GOVERNING DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST AT THE AGENCY'S ADMINISTRATIVE OFFICES. |
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