FORWARD MT: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FORWARD MT (EIN 13-4285849)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201411359349204811
- Schema version
- 2013v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T15:44:18-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAX CERTIFIED PUBLIC ACCOUNTING PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 N HIGGINS AVE SUITE 309 | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | 500 N HIGGINS | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59802 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAYJE BOOKER | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY SAX CPA | PreparerPersonNm |
| PTIN | P00311491 | PTIN |
| Phone | 4065501051 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.FORWARDMONTANA.ORG | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $86,670 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $37,547 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $48,838 | MembershipDuesAmt |
| Investment Income | $5 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $100 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $100 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $180 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $333 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | -$153 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $86,337 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $49,413 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $1,419 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $5,686 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $267 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $23,271 | OtherExpensesTotalAmt |
| Total Expenses | $80,056 | TotalExpensesAmt |
| Excess Or Deficit For Year | $6,281 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $36,526 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $42,807 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,234 | BOYAmt |
| EOY | $18,450 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,908 | BOYAmt |
| EOY | $24,357 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,142 | BOYAmt |
| EOY | $42,807 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,616 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,526 | BOYAmt |
| EOY | $42,807 | 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 2013, FORWARD MONTANA CREATED AND HOSTED A CAMPAIGN MANAGER TRAINING EVENT IN WHICH FUTURE MANAGERS LEARNED HOW TO RECRUIT VOLUNTEERS, RAISE MONEY, CRAFT MESSAGES, AND DO FIELDWORK. FORWARD MONTANA GRADUATED NINE CAMPAIGN MANAGERS WITH THE SKILLS TO MANAGE EITHER FUTURE ISSUES OR CANDIDATE WORK.PROGRESSIVE HAPPY HOURS: FORWARD MONTANA HOSTS HAPPY HOURS TO EDUCATE AND ACTIVATE YOUNG PEOPLE AROUND CURRENT EVENTS IN THEIR COMMUNITY AND IN MONTANA. IN 2013, FORWARD MONTANA HELD SEVERAL PROGRESSIVE HAPPY HOURS AT LOCAL ESTABLISHMENTS.MOBILIZE: FORWARD MONTANA ORGANIZES BUS TRIPS IN WHICH IT TAKES THEIR YOUNG MEMBERS AROUND THE STATE TO KNOCK ON DOORS FOR CANDIDATES AND/OR ISSUES THAT THEY CARE ABOUT. THROUGH THESE BUS TRIPS, FORWARD MONTANA TRAINS YOUNG PEOPLE IN THE ART OF GRASSROOTS ORGANIZING AND VOTER CONTACT.GOTV: FORWARD MONTANA REMINDS YOUNG PEOPLE TO VOTE THROUGH MAIL, CALLS, SIGNS, AND CAMPAIGNS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $80,056 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $80,056 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Chase Mohney | ||
| President | 1.00 | $0 |
| Denver Henderson | ||
| Secretary | 0.50 | $0 |
| Chris Cavazos | ||
| Director | 0.50 | $0 |
| Aaron Browning | ||
| Director | 0.50 | $0 |
| John Brueggeman | ||
| Director | 0.50 | $0 |
| Molly Bell | ||
| Director | 0.50 | $0 |
| Holly Giarraputo | ||
| Treasurer | 1.00 | $0 |
| RAPHAEL GRAYBILL | ||
| Director | 0.50 | $0 |
| KAYJE BOOKER | ||
| CEO | 12.00 | $11,065 |
| TESS A CARLSON | ||
| DIRECTOR OF OPERATIONS | 12.00 | $7,235 |
| 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 | 500 N HIGGINS AVE SUITE 103 | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59802 | ZIPCode |
| 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 | Yes (true) | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $1,857 | PoliticalExpendituresAmt |
| Volunteer Hours | 165 | VolunteerHoursCnt |
| Form1120 POL Filed | false | Form1120POLFiledInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (27 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1001 | Advertising and Promotion $813 |
| Other Expenses.1002 | Office Expenses $811 |
| Other Expenses.1005 | Travel $1695 |
| Other Expenses.1009 | Depreciation $1040 |
| Other Expenses.1012 | Insurance $195 |
| Other Expenses.1 | EVENT EXPENSE $12373 |
| Other Expenses.2 | DUES, FEES, & SUBSCRIPTIONS $3239 |
| Other Expenses.3 | MEETINGS $887 |
| Other Expenses.4 | TELEPHONE $487 |
| Other Expenses.5 | INTERNET $358 |
| Other Expenses.6 | LICENSES & FEES $339 |
| Other Expenses.7 | CONTRACT LABOR $216 |
| Other Expenses.9 | WORKMANS COMP $206 |
| Other Expenses.10 | TRAINING $178 |
| Other Expenses.11 | BANK SERVICE CHARGES $109 |
| Other Expenses.12 | JANITORIAL $105 |
| Other Expenses.13 | EQUIPMENT RENTAL $93 |
| Other Expenses.14 | MISCELLANEOUS $77 |
| Other Expenses.16 | SUPPLIES $33 |
| Other Expenses.17 | REPAIRS & MAINTENANCE $17 |
| Other Assets.1002 | Furniture and Fixtures - Beginning $250 Furniture and Fixtures - Ending $696 |
| Other Assets.1003 | Machinery and Equipment - Beginning $736 Machinery and Equipment - Ending $0 |
| Other Assets.1 | RECEIVABLE FROM FORWARD MONTANA - Beginning $21922 RECEIVABLE FROM FORWARD MONTANA - Ending $23661 |
| Total Liabilities.1006 | Payable to Officers, Directors, Etc. - Beginning $1650 Payable to Officers, Directors, Etc. - Ending $0 |
| Total Liabilities.1 | CREDIT CARD PAYABLE - Beginning $340 CREDIT CARD PAYABLE - Ending $0 |
| Total Liabilities.2 | PAYROLL LIABILITIES - Beginning $4626 PAYROLL LIABILITIES - Ending $0 |
| COST SHARING AGREEMENT | FORWARD MONTANA 501(C)4 AND THE FORWARD MONTANA FOUNDATION 501(C)3 HAVE ENTERED INTO A COST SHARING AGREEMENT TO MINIMIZE DUPLICATED EXPENSES AND TO CARRY OUT THEIR COMPLIMENTARY MISSIONS IN AN ECONOMICAL AND EFFICIENT MANNER THROUGH THE SHARING OF EMPLOYEES, OFFICE SPACE, AND EQUIPMENT. |
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