FORWARD MT: Form 990EZ, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
FORWARD MT (EIN 13-4285849)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201213209349202441
Schema version
2011v1.2
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

FieldValueIRS element (for citing)
Timestamp2012-11-15T11:36:21-08:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Boyle Deveny & Meyer PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1305 South 4th East Suite 200AddressLine1
CityMissoulaCity
StateMTState
ZIP Code59801ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN134285849EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1FORWARD MTBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlFORWNameControl
Phone4065428683Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 N HIGGINSAddressLine1
CityMISSOULACity
StateMTState
ZIP Code59802ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameANDREA MARCOCCIOName
TitleCEOTitle
Date Signed2012-11-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKAREN NEEL CPAName
Phone4067213555Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Web SiteWWW.FORWARDMONTANA.ORGWebSite
Organization501cXOrganization501c
Gross Receipts69359GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc19968ContributionsGiftsGrantsEtc
Membership Dues46356MembershipDues
Cost Other Basis And Sales Expenses0CostOtherBasisAndSalesExpenses
Fundraising Gross Income1662FundraisingGrossIncome
Special Events Direct Expenses38SpecialEventsDirectExpenses
Special Events Net Income Loss1624SpecialEventsNetIncomeLoss
Gross Sales Of Inventory80GrossSalesOfInventory
Cost Of Goods Sold0CostOfGoodsSold
Gro Profit Loss Sales Of Inventory80GroProfitLossSalesOfInventory
Other Revenue Total1293OtherRevenueTotal
Total Revenue69321TotalRevenue
Salaries Other Comp Empl Benefits58689SalariesOtherCompEmplBenefits
Fees And Oth Pymt To Ind Contractors1601FeesAndOthPymtToIndContractors
Occupancy Rent Utilities And Maint8679OccupancyRentUtilitiesAndMaint
Printing Publications Postage372PrintingPublicationsPostage
Other Expenses Total13060OtherExpensesTotal
Total Expenses82401TotalExpenses
Excess Or Deficit For Year-13080ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY-1660NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY-14740NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIXInfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY3564BOY
EOY30EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY3703BOY
EOY2257EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY7267BOY
EOY2287EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY8927BOY
EOY17027EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY-1660BOY
EOY-14740EOY
FieldValueIRS element (for citing)
Primary Exempt PurposeTRAIN, MOBILIZE AND ELECT THE NEXT GENERATION OF PROGRESSIVE LEADERS IN MONTANA.PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment

FieldValueIRS element (for citing)
Description Program Service AccomFORWARD MONTANA IS A 501(C)4 SOCIAL WELFARE ORGANIZATION. ITS MISSION IS TO TRAIN, MOBILIZE AND ELECT THE NEXT GENERATION OF PROGRESSIVE LEADERS IN THE STATE OF MONTANA.BUS TRIPSEACH YEAR FORWARD MONTANA ORGANIZES DOOR-TO-DOOR CANVASSES TO SUPPORT PROGRESSIVE ISSUES AND CANDIDATES ACROSS THE STATE. BUS TRIPS PROVIDE VOLUNTEER MEMBERS WITH AN OPPORTUNITY TO USE THE MOST EFFECTIVE CANVASS IN A SAFE AND SUPPORTIVE ENVIRONMENT. IN 2011, FORWARD MONTANA HELD BUS TRIPS IN MISSOULA CITY COUNCIL NON-PARTISAN ELECTIONS. THESE BUS TRIPS TURNED OUT 40 MEMBER VOLUNTEERS WHO KNOCKED ON A TOTAL OF 1,994 DOORS.EDUCATION FUNDINGFORWARD MONTANA ALSO ORGANIZED A SERIES OF CANVASSES IN MONTANA'S SCHOOL BOARD ELECTIONS IN HELENA AND MISSOULA. MEMBERS KNOCKED IN FAVOR OF SCHOOL LEVIES TO PROVIDE FUNDING TO LOCAL ELEMENTARY AND HIGH SCHOOLS. THESE CANVASSES INCLUDED OVER 80 MEMBER VOLUNTEERS TO KNOCK A TOTAL OF 3,581 DOORS. SIX OF THE SIX SCHOOL LEVIES IN HELENA AND MISSOULA PASSED.PROGRESSIVE HAPPY HOURFORWARD MONTANA HOLDS MONTHLY PROGRESSIVE HAPPY HOURS AS AN OPPORTUNITY FOR INDIVIDUALS TO LEARN ABOUT CURRENT EVENTS AND ISSUES FACING THEIR COMMUNITY. IN 2011, PROGRESSIVE HAPPY HOURS WERE HELD AT LOCAL ESTABLISHMENTS AND FEATURED CREATIVE THEMES SUCH AS "WEEK WHACKER," "ELECTION NIGHT WATCH PARTY," AND OTHERS.LEADERSHIP AND ENGAGEMENTFORWARD 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 DIRECTLY IMPACT THEIR COMMUNITY FOR THE FUTURE. ADDITIONALLY, BY BEING A FMT MEMBER AND VOLUNTEER INDIVIDUALS ARE ABLE TO PRACTICE AND DEVELOP LEADERSHIP AND ORGANIZATIONAL SKILLS.DescriptionProgramServiceAccom
Grants And Allocations72513GrantsAndAllocations
FieldValueIRS element (for citing)
Total Program Service Expenses72513TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
AARON BROWNING
500 NORTH HIGGINS SUITE 107MISSOULAMT59802Director1.000
MOLLY BELL
500 NORTH HIGGINS SUITE 107MISSOULAMT59802Director1.000
CHRIS CAVAZOS
500 NORTH HIGGINS SUITE 107MISSOULAMT59802Secretary1.000
JILL LOMBARDI
500 NORTH HIGGINS SUITE 107MISSOULAMT59802Director1.000
ANDREA MARCOCCIO
500 NORTH HIGGINS SUITE 107MISSOULAMT59802CEO,EX-OFFICIO20.0016867
CHASE MOHNEY
500 NORTH HIGGINS SUITE 107MISSOULAMT59802President1.000
JESSICA GRENNAN
500 NORTH HIGGINS SUITE 107MISSOULAMT59802Vice President1.000
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc DocfalseMadeChangesToOrgnzngEtcDoc
Organization Had UBIfalseOrganizationHadUBI
Organization Filed990 TfalseOrganizationFiled990T
Subject To Proxy TaxfalseSubjectToProxyTax
Organization Dissolved EtcfalseOrganizationDissolvedEtc
Did Org File Form1120 POL This YearfalseDidOrgFileForm1120POLThisYear
Made Loans To From OfficersfalseMadeLoansToFromOfficers
Initiation Fees And Capital Contri0InitiationFeesAndCapitalContri
Gross Receipts For Public Use0GrossReceiptsForPublicUse
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTrans
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name Personandrea marcoccioNamePerson

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1500 N HIGGINS SUITE 107AddressLine1
CityMISSOULACity
StateMTState
ZIP Code59802ZIPCode
FieldValueIRS element (for citing)
Telephone Number4065428683TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccount
Foreign OfficefalseForeignOffice
Maintain Any Donor Advised FundsfalseMaintainAnyDonorAdvisedFunds
Does Org Have HospitalfalseDoesOrgHaveHospital
Tanning Services ProvidedfalseTanningServicesProvided
Form720 FiledfalseForm720Filed
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction With Control EntityfalseTransactionWithControlEntity
Engage Political Cmpgn ActivitiesfalseEngagePoliticalCmpgnActivities
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (20 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990-EZ, General Explanation.1COST SHARING AGREEMENTFORWARD 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 26.2Total Liabilities.2PAYROLL LIABILITIES - Beginning $2740 PAYROLL LIABILITIES - Ending $0
Form 990-EZ, Part II, Line 26.1Total Liabilities.1CREDIT CARD PAYABLE - Beginning $6187 CREDIT CARD PAYABLE - Ending $0
Form 990-EZ, Part II, Line 24.1Other Assets.1FURNITURE & EQUIPMENT - Beginning $3703 FURNITURE & EQUIPMENT - Ending $2257
Form 990-EZ, Part I, Line 16.11Other Expenses.11REIMBURSED EXPENSES $108
Form 990-EZ, Part I, Line 16.10Other Expenses.10MISCELLANEOUS $110
Form 990-EZ, Part I, Line 16.9Other Expenses.9MARKETING $151
Form 990-EZ, Part I, Line 16.8Other Expenses.8BANK CHARGES/MISC FEES $198
Form 990-EZ, Part I, Line 16.7Other Expenses.7INTEREST EXPENSE $203
Form 990-EZ, Part I, Line 16.5Other Expenses.5WORKERS COMP INS $751
Form 990-EZ, Part I, Line 16.4Other Expenses.4DUES/FEES/SUBSCRIPTIONS $981
Form 990-EZ, Part I, Line 16.3Other Expenses.3TELEPHONE & INTERNET $983
Form 990-EZ, Part I, Line 16.2Other Expenses.2MEALS/ENTERTAINMENT $1097
Form 990-EZ, Part I, Line 16.1Other Expenses.1TECHNOLOGY FEES $2291
Form 990-EZ, Part I, Line 16.1012Other Expenses.1012Insurance $149
Form 990-EZ, Part I, Line 16.1009Other Expenses.1009Depreciation $1446
Form 990-EZ, Part I, Line 16.1005Other Expenses.1005Travel $3566
Form 990-EZ, Part I, Line 16.1002Other Expenses.1002Office Expenses $1026
Form 990-EZ, Part I, Line 8.2Other Revenue.2REIMBURSEMENTS $77
Form 990-EZ, Part I, Line 8.1Other Revenue.1HEALTH INSURANCE CREDIT $1216

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.