FORWARD MT: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FORWARD MT (EIN 13-4285849)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-14
- IRS object ID
- 201532269349201948
- Schema version
- 2014v5.0
- 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 | 2015-08-14T12:51:31-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAX CERTIFIED PUBLIC ACCOUNTING PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 319 W PINE ST SUITE 2 | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134285849 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORWARD MT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORW | BusinessNameControlTxt |
| Phone | 4065428683 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 EAST BROADWAY | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAYJE BOOKER | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2015-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEIDI A FOLEY | PreparerPersonNm |
| PTIN | P00942235 | PTIN |
| Phone | 4068303430 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.FORWARDMONTANA.ORG | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $154,764 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $48,683 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $101,190 | MembershipDuesAmt |
| Investment Income | $7 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $696 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | -$696 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Gross Sales Of Inventory | $300 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,147 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | -$1,847 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $4,584 | OtherRevenueTotalAmt |
| Total Revenue | $151,921 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $80,664 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $10,326 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $7,938 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $12,984 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $14,641 | OtherExpensesTotalAmt |
| Total Expenses | $126,553 | TotalExpensesAmt |
| Excess Or Deficit For Year | $25,368 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $42,807 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,175 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,450 | BOYAmt |
| EOY | $49,593 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,357 | BOYAmt |
| EOY | $18,582 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,807 | BOYAmt |
| EOY | $68,175 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,807 | BOYAmt |
| EOY | $68,175 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TRAIN, MOBILIZE, AND ELECT THE NEXT GENERATION OF YOUNG LEADERS IN THE STATE OF MONTANA. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | FORWARD MONTANA'S MISSION IS TO TRAIN, MOBILIZE AND ELECT THE NEXT GENERATION OF PROGRESSIVE LEADERS IN THE STATE OF MONTANA.TRAIN: FORWARD MONTANA TRAINS YOUNG PEOPLE IN HOW TO MANAGE CAMPAIGNS, BOTH FOR ISSUES & CANDIDATES. WE TRAIN INTERNS AND VOLUNTEERS IN THE ART AND SCIENCE OF GRASSROOTS ORGANIZING AND ISSUE ADVOCACY. IN 2014, FORWARD MONTANA HELPED TO TRAIN 45 INTERNS AND 7 FELLOWS, AS WELL AS MOBILIZED HUNDREDS OF VOLUNTEERS TO DONATE TIME FOR ACTIVITIES.PROGRESSIVE HAPPY HOURS: FORWARD MONTANA HOSTS HAPPY HOURS TO EDUCATE AND ACTIVATE YOUNG PEOPLE AROUND CURRENT EVENTS IN THEIR COMMUNITY AND IN MONTANA. IN 2014, FORWARD MONTANA HELD SEVERAL PROGRESSIVE HAPPY HOURS, INCLUDING DEBATE AND ELECTION NIGHT WATCH PARTIES.MOBILIZE: FORWARD MONTANA ORGANIZES BUS TRIPS IN WHICH WE TAKE YOUNG MEMBERS AROUND THE STATE TO KNOCK ON DOORS FOR ISSUES AND/OR CANDIDATES THAT YOUNG PEOPLE CARE ABOUT. THROUGH THESE BUS TRIPS, WE TRAIN YOUNG PEOPLE IN POLITICAL ADVOCACY AND GRASSROOTS ORGANIZING. IN 2014, FORWARD MT TOOK BUS TRIPS AND DID LOCAL CANVASSES TO MOBILIZE YOUNG PEOPLE TO VOTE IN THE 2014 ELECTION, AND TO DEFEAT LR126, A STATEWIDE BALLOT ISSUE TO ELIMINATE ELECTION DAY REGISTRATION. AS PART OF THAT EFFORT, FORWARD MT ENGAGED HUNDREDS OF YOUNG VOLUNTEERS TO KNOCK ON OVER 19,000 DOORS IN GALLATIN AND MISSOULA COUNTIES IN ORDER TO GET OUT THE VOTE AND EDUCATE VOTERS ON THE NEED TO PROTECT ELECTION DAY REGISTRATION. LOBBYING: FORWARD MT DISTRIBUTED 15,000 VOTER GUIDES IN MISSOULA AND GALLATIN COUNTIES (COLLECTIVELY. THESE GUIDES WERE INTENDED TO SHOW YOUNG PEOPLE WHERE THE CANDIDATES STOOD ON ISSUES THAT MATTERED TO THEM. FORWARD MT ALSO PLAYED A LEAD ROLE IN DEFEATING LR126, A STATEWIDE BALLOT INITIATIVE THAT WOULD HAVE ELIMINATED ELECTION DAY REGISTRATION. OVER HALF OF THE PEOPLE THAT USE ELECTION DAY REGISTRATION IN MONTANA ARE UNDER THE AGE OF 30, SO THIS BALLOT INITIATIVE WOULD HAVE HAD A MAJOR EFFECT ON YOUTH VOTING IN MONTANA. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $126,553 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $126,553 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Chase Mohney | ||
| President | 1.00 | $0 |
| Denver Henderson | ||
| SEC/TREASURER | 1.00 | $0 |
| LINDSAY MURDOCK | ||
| Director | 0.50 | $0 |
| JEN GURSKY | ||
| Director | 0.50 | $0 |
| John Brueggeman | ||
| Director | 0.50 | $0 |
| Molly Bell | ||
| Director | 0.50 | $0 |
| RAPHAEL GRAYBILL | ||
| Director | 0.50 | $0 |
| KAYJE BOOKER | ||
| CEO | 24.00 | $21,267 |
| TESS A CARLSON | ||
| DIRECTOR OF OPERATIONS | 24.00 | $15,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAYJE BOOKER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 EAST BROADWAY SUITE 1 | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4065428683 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1001 | Advertising and Promotion $543 |
| Other Expenses.1005 | Travel $2232 |
| Other Expenses.1012 | Insurance $911 |
| Other Expenses.2 | TECH AND COMMUNICATIONS $3535 |
| Other Expenses.3 | BANK SERVICE CHARGES $2292 |
| Other Expenses.4 | MISCELLANEOUS $1862 |
| Other Expenses.5 | PAYROLL PREPARATION FEES $1213 |
| Other Expenses.6 | EVENT EXPENSE $899 |
| Other Expenses.7 | SUPPLIES $631 |
| Other Expenses.8 | TRAINING $523 |
| Other Assets.1002 | Furniture and Fixtures - Beginning $696 Furniture and Fixtures - Ending $0 |
| Other Assets.1 | RECEIVABLE FROM FORWARD MONTANA - Beginning $23661 RECEIVABLE FROM FORWARD MONTANA - Ending $18582 |
| COST SHARING AGREEMENT | FORWARD MONTANA 501(C)4 AND THE FORWARD MONTANA FOUNDATION 501(C)3 HAVE ENTERED INTO A COST SHARING AGREEMENT TO MINIMIZE DUPLICATED EXPENSES AND TO CARRY OUT THEIR COMPLIMENTARY MISSIONS IN AN ECONOMICAL AND EFFICIENT MANNER THROUGH THE SHARING OF EMPLOYEES, OFFICE SPACE, AND EQUIPMENT. |