FORWARD MT: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FORWARD MT (EIN 13-4285849)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201303169349202545
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2013-11-12T15:36:46-08:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boyle Deveny & Meyer PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 South 4th East Suite 200 | AddressLine1 |
| City | Missoula | City |
| State | MT | State |
| ZIP Code | 59801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134285849 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORWARD MT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FORW | NameControl |
| Phone | 4065428683 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | kayje booker | Name |
| Title | Executive Director | Title |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN NEEL CPA | Name |
| PTIN | P00338064 | PTIN |
| Phone | 4067213555 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | WWW.FORWARDMONTANA.ORG | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 127594 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 88687 | ContributionsGiftsGrantsEtc |
| Membership Dues | 24541 | MembershipDues |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 503 | FundraisingGrossIncome |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 503 | SpecialEventsNetIncomeLoss |
| Gross Sales Of Inventory | 125 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | 125 | GroProfitLossSalesOfInventory |
| Other Revenue Total | 13738 | OtherRevenueTotal |
| Total Revenue | 127594 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 56737 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 1716 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 17332 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 1133 | PrintingPublicationsPostage |
| Other Expenses Total | 21332 | OtherExpensesTotal |
| Total Expenses | 98250 | TotalExpenses |
| Excess Or Deficit For Year | 29344 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | -14740 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14604 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30 | BOY |
| EOY | 20234 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2257 | BOY |
| EOY | 986 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2287 | BOY |
| EOY | 21220 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17027 | BOY |
| EOY | 6616 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -14740 | BOY |
| EOY | 14604 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TRAIN, MOBILIZE AND ELECT THE NEXT GENERATION OF PROGRESSIVE LEADERS IN MONTANA. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | FORWARD MONTANA'S MISSION IS TO TRAIN, MOBILIZE AND ELECT THE NEXT GENERATION OF PROGRESSIVE LEADERS IN THE STATE OF MONTANA.BUS TRIPS:EACH YEAR FORWARD MONTANA ORGANIZES DOOR-TO-DOOR CANVASSES TO SUPPORT PROGRESSIVE ISSUES AND CANDIDATES ACROSS THE STATE. BUS TRIPS PROVIDE MEMBERS AND VOLUNTEERS WITH AN OPPORTUNITY TO USE THE MOST EFFECTIVE CANVASS IN A SAFE AND SUPPORTIVE ENVIRONMENT. WHILE TRAVELING TO THE CANDIDATE'S DISTRICT, VOLUNTEERS MEETS WITH OUR STAFFF AND RECEIVE A BASIC TRAINING ABOUT KNOCKING ON DOORS. ON ARRIVAL, VOLUNTEERS HAVE A CHANCE TO SPEAK WITH CANDIDATES AND ASK THEM QUESTIONS. IN 2012, FORWARD MONTANA HELD BUS TRIPS TO BUTTE, WHITEFISH, AND RONAN. THESE BUS TRIPS TURNED OUT 86 MEMBER VOLUNTEERS WHO KNOCKED ON A TOTAL OF 2,268 DOORS.PROGRESSIVE HAPPY HOUR:FORWARD MONTANA HOLDS MONTHLY PROGRESSIVE HAPPY HOURS AS AN OPPORTUNITY FOR INDIVIDUALS TO LEARN ABOUT A CURRENT EVENT AND ISSUES FACING THEIR COMMUNITY. IN 2012, FORWARD MONTANA HELD 5 PROGRESSIVE HAPPY HOURS AT LOCAL ESTABLISHMENTS AND FEATURED CREATIVE THEMS SUCH AS "CITIZENS IGNITED", "PRESIDENTIAL POWER HOUR" AND OTHERS. THESE EVENTS DREW OVER 600 ATTENDEES.LEADERSHIP AND ENGAGEMENT:FORWARD MONTANA'S EVENTS RELY HEAVILY ON MEMBER VOLUNTEERS FROM ACROSS THE STATE. THESE VOLUNTEERS ARE PROVIDED THE OPPORTUNITY TO LEARN ABOUT THEIR COMMUNITIES, MEET LOCAL ELECTED OFFICIALS AND COMMUNITY LEADERS AND LEARN HOW TO DIRECLTY IMPACT THEIR COMMUNITY FOR THE FUTURE. ADDITIONALLY, BY BEING A FORWARD MONTANA MEMBER AND VOLUNTEER, INDIVIDUALS ARE ABLE TO PRACTICE AND DEVLOP LEADERSHIP AND ORGANIZATIONAL SKILLS. IN 2012, FORWARD MONTANA DEVELOPED A FELLOWSHIP PROGRAM IN WHICH HIGHLY QUALIFIED YOUNG PEOPLE ARE TRAINED TO PLAN AND LEAD MEMBER VOLUNTEER EVENTS SUCH AS BUS TRIPS, PROGRESSIVE HAPPY HOURS, AND GET OUT THE VOTE DRIVES (GOTV). | DescriptionProgramServiceAccom |
| Grants And Allocations | 86460 | GrantsAndAllocations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 86460 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (9 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| CHRIS CAVAZOS | ||
| Secretary | 0.50 | 0 |
| ANDREA MARCOCCIO | ||
| CEO,EX-OFFICIO | 14.00 | 12104 |
| CHASE MAHONEY | ||
| President | 2.50 | 0 |
| JOHN BACINO | ||
| Director | 1.00 | 0 |
| JOHN BRUEGGEMAN | ||
| Director | 0.50 | 0 |
| AARON BROWNING | ||
| Director | 0.50 | 0 |
| MOLLY BELL | ||
| Director | 0.50 | 0 |
| HOLLY GIARRAPUTO | ||
| Treasurer | 1.50 | 0 |
| JESSICA GRENNAN | ||
| Vice President | 0.50 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | kayje booker | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N HIGGINS SUITE 103 | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4065428683 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (21 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, General Explanation.1 | 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. |
| Form 990-EZ, Part II, Line 26.4 | Total Liabilities.4 | Checking Overdraft - Beginning $2857 Checking Overdraft - Ending $0 |
| Form 990-EZ, Part II, Line 26.3 | Total Liabilities.3 | CREDIT CARD PAYABLE - Beginning $8564 CREDIT CARD PAYABLE - Ending $340 |
| Form 990-EZ, Part II, Line 26.2 | Total Liabilities.2 | LOAN - Beginning $2500 LOAN - Ending $1650 |
| Form 990-EZ, Part II, Line 26.1 | Total Liabilities.1 | PAYROLL LIABILITIES - Beginning $3106 PAYROLL LIABILITIES - Ending $4626 |
| Form 990-EZ, Part II, Line 24.1 | Other Assets.1 | FURNITURE & EQUIPMENT - Beginning $2257 FURNITURE & EQUIPMENT - Ending $986 |
| Form 990-EZ, Part I, Line 16.8 | Other Expenses.8 | TECHNOLOGY $271 |
| Form 990-EZ, Part I, Line 16.7 | Other Expenses.7 | BANK SERVICE CHARGES $515 |
| Form 990-EZ, Part I, Line 16.6 | Other Expenses.6 | TELEPHONE & INTERNET $969 |
| Form 990-EZ, Part I, Line 16.4 | Other Expenses.4 | MEALS $2224 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | EVENT EXPENSES $3848 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | DONATIONS/SPONSORSHIPS $3973 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | DUES/FEES/SUBSCRIPTIONS $4146 |
| Form 990-EZ, Part I, Line 16.1012 | Other Expenses.1012 | Insurance $194 |
| Form 990-EZ, Part I, Line 16.1009 | Other Expenses.1009 | Depreciation $1271 |
| Form 990-EZ, Part I, Line 16.1008 | Other Expenses.1008 | Interest $1160 |
| Form 990-EZ, Part I, Line 16.1005 | Other Expenses.1005 | Travel $1841 |
| Form 990-EZ, Part I, Line 16.1002 | Other Expenses.1002 | Office Expenses $788 |
| Form 990-EZ, Part I, Line 16.1001 | Other Expenses.1001 | Advertising and Promotion $132 |
| Form 990-EZ, Part I, Line 8.2 | Other Revenue.2 | REIMBURSEMENTS $206 |
| Form 990-EZ, Part I, Line 8.1 | Other Revenue.1 | OFFICE SUBLET $13532 |