MONTANA COMMUNITY FOUNDATION INC: Form 990, tax year 2009
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- Organization
- MONTANA COMMUNITY FOUNDATION INC (EIN 81-0450150)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-11
- IRS object ID
- 201101319349302685
- Schema version
- 2009v1.7
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-11T17:13:21-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 Oak Street Suite 500 | AddressLine1 |
| City | Eugene | City |
| State | OR | State |
| ZIP Code | 97401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810450150 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Montana Community Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONT | NameControl |
| Phone | 4064438313 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N Last Chance Gulch No 1 | AddressLine1 |
| City | Helena | City |
| State | MT | State |
| ZIP Code | 59601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Emily McKeever | Name |
| Title | Controller | Title |
| Phone | 4064438313 | Phone |
| Date Signed | 2011-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Paul Keller CPA | Name |
| Phone | 5416861040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Linda Reed | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N Last Chance Gulch No 1 | AddressLine1 |
| City | Helena | City |
| State | MT | State |
| ZIP Code | 59601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 30189567 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.mtcf.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | Management of Endowments for Charitable Organizations in Montana. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 13 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1996245 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1939870 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 842745 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 992317 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -3438646 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1409769 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 2700 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -599656 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4344656 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1589475 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2298286 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 471810 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 372963 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 33470 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2347362 | OtherExpensePriorYear |
| Other Expenses Current Year | 1657728 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4408647 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4328977 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5008303 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 15679 | RevenuesLessExpensesCY |
| Total Assets BOY | 49187346 | TotalAssetsBOY |
| Total Assets EOY | 51818486 | TotalAssetsEOY |
| Total Liabilities BOY | 9688889 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9505026 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 39498457 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 42313460 | NetAssetsOrFundBalancesEOY |
| Mission Description | Management of Endowments for Charitable Organizations in Montana. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2575247 | Expense |
| Grants | 2298286 | Grants |
| Revenue | 995017 | Revenue |
| Description | The Foundation accumulates permanent wealth from which grants are made to support charitable work. The focus of activities are working with donors who want to provide long-term support for charitable services, communities to build unrestricted funds to meet changing needs, and policy makers to implement systematic changes to improve the quality of life for Montanans. | Description |
| Total Program Service Expense | 2575247 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 40 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MT | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Emily McKeever | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4064438313 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N Last Chance Gulch Suite 1 | AddressLine1 |
| City | Helena | City |
| State | MT | State |
| ZIP Code | 59601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Joan Bennett | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Marie Nopper | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Stan Nicholson | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Bill Kearns | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Stacey Mueller | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Jeff Bretherton | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Mike Gustafson | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Cinda Holt | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Betsety Weltner | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Dale Woolhiser | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Randy Hanson | ||||||
| Chairperson | 2.00 | X | 0 | 0 | 0 | X |
| Mary Craigle | ||||||
| Secretary | 2.00 | X | 0 | 0 | 0 | X |
| Bob Bronson | ||||||
| Treasurer | 2.00 | X | 0 | 0 | 0 | X |
| Linda Reed | ||||||
| President/CEO | 40.00 | 92500 | 0 | 5550 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 92500 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 5550 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1939870 | AllOtherContributions |
| Noncash Contributions | 218988 | NoncashContributions |
| Total Contributions | 1939870 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Administrative Fees | Description |
| Business Code | 525990 | BusinessCode |
| Total Revenue Column | 992317 | TotalRevenueColumn |
| Related Or Exempt Function Income | 992317 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 992317 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1201030 | TotalRevenueColumn |
| Exclusion | $1,201,030 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26053650 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25838292 | Securities |
| Other | 6619 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 215358 | Securities |
| Other | -6619 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 208739 | TotalRevenueColumn |
| Exclusion | $208,739 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2700 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2700 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2700 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4344656 | TotalRevenueColumn |
| Related Or Exempt Function Income | 995017 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,409,769 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2298286 | Total |
| Program Services | 2298286 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109176 | Total |
| Program Services | 15449 | ProgramServices |
| Management And General | 78277 | ManagementAndGeneral |
| Fundraising | 15450 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187593 | Total |
| Program Services | 58175 | ProgramServices |
| Management And General | 129418 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7532 | Total |
| Management And General | 7532 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44140 | Total |
| Management And General | 44140 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24522 | Total |
| Program Services | 6215 | ProgramServices |
| Management And General | 17036 | ManagementAndGeneral |
| Fundraising | 1271 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1933 | Total |
| Management And General | 1933 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18970 | Total |
| Management And General | 18970 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339957 | Total |
| Management And General | 339957 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 854511 | Total |
| Program Services | 2195 | ProgramServices |
| Management And General | 852316 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13198 | Total |
| Program Services | 8487 | ProgramServices |
| Management And General | 4711 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30619 | Total |
| Program Services | 2599 | ProgramServices |
| Management And General | 28020 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27880 | Total |
| Program Services | 6 | ProgramServices |
| Management And General | 27874 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48370 | Total |
| Management And General | 48370 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11001 | Total |
| Program Services | 762 | ProgramServices |
| Management And General | 10239 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25267 | Total |
| Program Services | 2903 | ProgramServices |
| Management And General | 22364 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59087 | Total |
| Management And General | 59087 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2300 | Total |
| Management And General | 2300 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Advocacy Support | 124111 | 124111 | ||
| Return of Endowments | 49711 | 49711 | ||
| Printing & Publications | 21949 | 2675 | 19274 | |
| Donor Development | 16749 | 16749 | ||
| Miscellaneous | 12115 | 3673 | 8442 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4328977 | Total |
| Program Services | 2575247 | ProgramServices |
| Management And General | 1720260 | ManagementAndGeneral |
| Fundraising | 33470 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59281 | BOY |
| EOY | 143608 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1123732 | BOY |
| EOY | 823811 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 12329 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 228339 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 131277 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88650 | BOY |
| EOY | 97062 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46874120 | BOY |
| EOY | 49711306 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1041563 | BOY |
| EOY | 1030370 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49187346 | BOY |
| EOY | 51818486 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60537 | BOY |
| EOY | 29921 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 671525 | BOY |
| EOY | 820824 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8956827 | BOY |
| EOY | 8654281 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9688889 | BOY |
| EOY | 9505026 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 539601 | BOY |
| EOY | -1078480 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5115944 | BOY |
| EOY | 4826537 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33842912 | BOY |
| EOY | 38565403 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39498457 | BOY |
| EOY | 42313460 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49187346 | BOY |
| EOY | 51818486 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4374592 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2212972 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2623487 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1996245 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1939870 | CurrentTaxYear |
| Total | 13147166 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4374592 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2212972 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2623487 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1996245 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1939870 | CurrentTaxYear |
| Total | 13147166 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2546081 | AmountsSubstContributorsTotal |
| Public Support Total170 | 10601085 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1563661 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1749141 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1799667 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1373390 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1412469 | CurrentTaxYear |
| Total | 7898328 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 21045494 | TotalSupport |
| Gross Receipts From Admissions Etc | 4057837 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.50370 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.49070 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 113509 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 113509 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4215468 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4328977 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 366449 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 91612 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 304265 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 384900 | CurrentYearMinus1 |
| Current Year | 366449 | CurrentYear |
| Total | 1055614 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,583,421 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1944 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 15618 | CurrentYearMinus1 |
| Current Year | 113509 | CurrentYear |
| Total | 131071 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 76066 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 96225 | CurrentYearMinus1 |
| Current Year | 91612 | CurrentYear |
| Total | 263903 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $395,855 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part IV, Supplemental Information: | Identifier |
| Explanation | MCF's program, the Women's Foundation of Montana, was actively involved in a lobbying effort for a ballot initiative to cap the interest rate on pay day loans in the state of Montana. In kind expenses for the effort totaled $43,509 and included staff hours and polling expenses paid by the Women's Foundation. Cash expenses to support the ballot initiative were $70,000 and consisted of grants to the ballot campaign organization. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 67 | NumberDAFsHeld |
| Number Funds Held | 75 | NumberFundsHeld |
| Donor Advised Contributions | 235438 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 171564 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 645178 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 361232 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 9688450 | AggregateDAFValue |
| Aggregate Fund Value | 6549442 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35368602 | BeginningOfYearBalance |
| Contributions | 1348199 | Contributions |
| Investment Earnings Or Losses | 3723420 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2129374 | GrantsOrScholarships |
| Other Expenditures | 5871 | OtherExpenditures |
| Administrative Expenses | 560486 | AdministrativeExpenses |
| End Of Year Balance | 37744490 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42462082 | BeginningOfYearBalance |
| Contributions | 1687044 | Contributions |
| Investment Earnings Or Losses | -5983359 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1539320 | GrantsOrScholarships |
| Other Expenditures | 523868 | OtherExpenditures |
| Administrative Expenses | 733977 | AdministrativeExpenses |
| End Of Year Balance | 35368602 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.92000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 228339 | OtherCostOrOtherBasis |
| Depreciation | 131277 | Depreciation |
| Book Value | 97062 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 97062 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | pooled investments | Description |
| Book Value | 49711306 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 49711306 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Charitable Remainder Unitrusts | $931,775 |
| funds held as agency endowments | $6,152,396 |
| charitable and deferred gift annuities | $1,570,110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8654281 | TotalOfAmounts |
| Total Revenue | 4344656 | TotalRevenue |
| Total Expenses | 4328977 | TotalExpenses |
| Excess Or Deficit For Year | 15679 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2734262 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | 65062 | PriorPeriodAdjustments |
| Total Adjustments | 2799324 | TotalAdjustments |
| Excess Or Deficit Per FS | 2815003 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6275720 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2734262 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2734262 | RevenueNotRptdF990 |
| Revenue Subtotal | 3541458 | RevenueSubtotal |
| Investment Expenses Not Included | 803198 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 803198 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4344656 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3525779 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3525779 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 803198 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 803198 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4328977 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part X: | Identifier |
| Return Reference | Description of Uncertain Tax Positions Under FIN 48: | ReturnReference |
| Explanation | The Foundation is exempt from taxation under Section 501(c)(3) of the Internal Revenue Code. It is not considered a private foundation. The organization did not have any uncertain tax positions under FIN 48. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (104 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Acts of Kindness | |||||||
| PO Box 677 | Stevensville | MT | 59870 | 201172899 | 501(c)(3) | 8500 | Northwest Area Foundation/ MCF Horizons Program |
| American Indian Institute | |||||||
| PO Box 1388 | Bozeman | MT | 59715 | 810339551 | 501(c)(3) | 5000 | General operating support |
| American Legion Post 14 Gallatin Post | |||||||
| PO Box 936 | Bozeman | MT | 59715 | 810137765 | 501(c)(3) | 10000 | Support for new building |
| American Red Cross of Montana Midland Empire District | |||||||
| 1300 28th St S | Great Falls | MT | 59405 | 530196605 | 501(c)(3) | 7800 | General operating support |
| Bear Paw Development Corporation | |||||||
| PO Box 170 | Havre | MT | 59501 | 810302638 | 501(c)(3) | 10000 | Northwest Area Foundation/ MCF Horizons Program |
| Belt Public Schools Education Foundation | |||||||
| 19 Red Coulee Rd | Belt | MT | 59412 | 412042648 | 501(c)(3) | 10000 | Northwest Area Foundation/ MCF Horizons Program |
| Benefis Healthcare Foundation | |||||||
| PO Box 7008 | Great Falls | MT | 59406 | 810480587 | 501(c)(3) | 5000 | Support for rehab endowment |
| Big Sky Institute for the Advancement of Nonprofits | |||||||
| PO Box 1514 | Helena | MT | 59624 | 810529716 | 501(c)(3) | 50175 | School computers expansion project |
| Billings Area Catholic Education Trust | |||||||
| PO Box 31158 | Billings | MT | 59107 | 810342894 | 501(c)(3) | 7800 | General operating support |
| Billings Community Foundation | |||||||
| PO Box 1255 | Billings | MT | 59103 | 204286919 | 501(c)(3) | 17962 | General operating support |
| Billings Food Bank Inc | |||||||
| PO Box 1158 | Billings | MT | 59103 | 363519470 | 501(c)(3) | 7800 | General operating support |
| Blackfeet Youth Mentorship Enterprise Inc | |||||||
| PO Box 1052 | Browning | MT | 59417 | 262155780 | 501(c)(3) | 5500 | Support for Browning Wrestling Club |
| Blackhorse Pride | |||||||
| 8403 Hillview Dr | Helena | MT | 59602 | 263637305 | 501(c)(3) | 18000 | Support for "Rodeo for a Future" Horse Camp |
| Boys & Girls Club of North Central Montana | |||||||
| PO Box 652 | Great Falls | MT | 59403 | 810475269 | 501(c)(3) | 5373 | General operating support |
| Boys & Girls Clubs of Yellowstone County | |||||||
| 208 N 29th St Ste 235 | Billings | MT | 59101 | 810456702 | 501(c)(3) | 12800 | General operating support and endowment support |
| Camp Mak-A-Dream | |||||||
| PO Box 1450 | Missoula | MT | 59806 | 910472959 | 501(c)(3) | 5000 | General operating support |
| City of Cut Bank | |||||||
| 221 W Main | Cut Bank | MT | 59427 | 816001251 | Government | 10000 | Northwest Area Foundation/ MCF Horizons Program |
| City of Townsend | |||||||
| 110 Broadway | Townsend | MT | 59644 | 816001318 | Government | 9100 | Support for youth soccer, city street lighting and improvement projects |
| Congregation Beth Aaron | |||||||
| 15 Valley Drive | Billings | MT | 59101 | 131663143 | 501(c)(3) | 14667 | General operating support |
| Corvallis School District #1 | |||||||
| PO Box 700 | Corvallis | MT | 59828 | 816000828 | 501(c)(3) | 37690 | School computers expansion project |
| Darby Public Schools | |||||||
| 209 School Drive | Darby | MT | 59829 | 816000834 | 501(c)(3) | 8307 | General operating support |
| Darby Volunteer Quick Response Unit | |||||||
| PO Box 72 | Darby | MT | 59829 | 270368767 | 501(c)(3) | 5000 | Funding for equipment |
| DonorsChooseorg | |||||||
| 347 West 36th Street Suite 503 | New York | NY | 10018 | 134129457 | 501(c)(3) | 15000 | Inside Out, School in the Wilderness |
| Family Service Inc | |||||||
| PO Box 1020 | Billings | MT | 59103 | 810232120 | 501(c)(3) | 8015 | General operating support |
| First United Methodist Church | |||||||
| 610 Second Avenue North | Great Falls | MT | 59401 | 999999999 | 501(c)(3) | 10000 | General operating support |
| Florence-Carlton School | |||||||
| 5602 Old Highway 93 | Florence | MT | 59833 | 816000836 | 501(c)(3) | 32599 | School computers expansion project |
| Friends of the Sheridan Public Library | |||||||
| PO Box 417 | Sheridan | MT | 59749 | 810501587 | 501(c)(3) | 5000 | Northwest Area Foundation/ MCF Horizons Program |
| Friendship House | |||||||
| 3123 - 8th Ave South | Billings | MT | 59101 | 810300497 | 501(c)(3) | 7204 | General operating support for needy families |
| Gallatin Valley Food Bank | |||||||
| 602 Bond St | Bozeman | MT | 59715 | 810350886 | 501(c)(3) | 21000 | General operating support |
| Geyser Community Hall Club | |||||||
| 305 E Hill Ave | Geyser | MT | 59447 | 800292936 | 501(c)(3) | 10000 | Northwest Area Foundation/ MCF Horizons Program |
| Great Falls Area Chamber of Commerce | |||||||
| 100 1st Ave N | Great Falls | MT | 59401 | 363658000 | 501(c)(3) | 5000 | Support of Leadership Great Falls program |
| Great Falls Symphony Association | |||||||
| PO Box 1078 | Great Falls | MT | 59403 | 816014907 | 501(c)(3) | 5000 | General operating support |
| Greater Polson Community Foundation | |||||||
| PO Box 314 | Polson | MT | 59860 | 262883184 | 501(c)(3) | 7300 | Regranting and general operating support |
| Hamilton Public Schools | |||||||
| 217 Daly Avenue | Hamilton | MT | 59840 | 816000830 | 501(c)(3) | 28757 | School computerized teaching equipment |
| Harlem Civic Association | |||||||
| PO Box 742 | Harlem | MT | 59526 | 753196149 | 501(c)(3) | 10000 | Northwest Area Foundation/ MCF Horizons Program |
| Head Start - Billings | |||||||
| 615 N 19th | Billings | MT | 59101 | 810398508 | 501(c)(3) | 6660 | General operating support |
| Helena Area Habitat for Humanity | |||||||
| PO Box 459 | Helena | MT | 59624 | 810476317 | 501(c)(3) | 9133 | General operating support |
| Helena College of Technology | |||||||
| 1115 N Roberts | Helena | MT | 59601 | 810302402 | 501(c)(3) | 5000 | General operating support |
| Helena Food Share | |||||||
| PO Box 943 | Helena | MT | 59624 | 363507623 | 501(c)(3) | 6543 | Food bank program support |
| Holter Museum of Art | |||||||
| 12 E Lawrence St | Helena | MT | 59601 | 810472958 | 501(c)(3) | 6102 | Wakina Sky afterschool children's program |
| homeWORD Inc | |||||||
| 127 North Higgins Street Suite 307 | Missoula | MT | 59802 | 810522626 | 501(c)(3) | 5000 | General operating support |
| Intermountain Children's Home | |||||||
| 500 S Lamborn | Helena | MT | 59601 | 810231775 | 501(c)(3) | 7993 | General operating support |
| Judith Basin County | |||||||
| PO Box 427 | Stanford | MT | 59479 | 816001379 | 501(c)(3) | 10000 | Northwest Area Foundation/ MCF Horizons Program |
| Lewis & Clark County Community Foundation | |||||||
| PO Box 92 | Helena | MT | 59624 | 810536902 | 501(c)(3) | 24317 | Regranting and general operating support |
| Lewis & Clark Humane Society | |||||||
| PO Box 4455 | Helena | MT | 59604 | 816014910 | 501(c)(3) | 5000 | Support of Spay Montana - Billings Clinic |
| Lone Rock School | |||||||
| 1112 Three Mile Creek Road | Stevensille | MT | 59870 | 816000835 | 501(c)(3) | 13183 | School computers expansion project |
| Loyola Sacred Heart Foundation | |||||||
| 300 Edith St | Missoula | MT | 59801 | 237297873 | 501(c)(3) | 24995 | School computers expansion project |
| Madison Valley Hospital Foundation | |||||||
| PO Box 993 | Ennis | MT | 59597 | 810453395 | 501(c)(3) | 15000 | Exam room upgrade support |
| Mineral County Economic Development Corporation | |||||||
| PO Box 686 | Superior | MT | 59872 | 200775875 | 501(c)(3) | 11500 | Northwest Area Foundation/ MCF Horizons Program |
| Missouri Valley Development Corporation | |||||||
| 233 Cascade St | Wolf Point | MT | 59201 | 810464831 | 501(c)(3) | 20500 | Wolf Point Main St. improvement project |
| Montana Audubon | |||||||
| PO Box 595 | Helena | MT | 59624 | 810412530 | 501(c)(3) | 23634 | Habitat garden and outdoor amphiteater project |
| Montana Credit Unions for Community Development | |||||||
| 1236 Helena Avenue | Helena | MT | 59601 | 753103575 | 501(c)(3) | 10000 | General program support |
| Montana Nonprofit Association | |||||||
| PO Box 1744 | Helena | MT | 59624 | 731654969 | 501(c)(3) | 10000 | Nonprofit conference sponsorship |
| Montana Rescue Mission | |||||||
| PO Box 3232 | Billings | MT | 59103 | 816013963 | 501(c)(3) | 10686 | General operating support |
| Montana State University - Billings | |||||||
| 1500 N 30th St | Billings | MT | 59101 | 810301477 | 501(c)(3) | 12950 | Scholarships |
| Montana State University - Billings Foundation | |||||||
| 2615 Virginia Lane | Billings | MT | 59101 | 810301477 | 501(c)(3) | 6238 | Scholarships and general support |
| Montana State University - Bozeman | |||||||
| PO Box 172750 | Bozeman | MT | 59717 | 816010045 | 501(c)(3) | 24351 | Scholarships |
| Montana State University Foundation | |||||||
| PO Box 172750 | Bozeman | MT | 59717 | 816001649 | 501(c)(3) | 6238 | Scholarships and general support |
| Montana Tech | |||||||
| 1300 W Park St | Butte | MT | 59701 | 816001713 | 501(c)(3) | 6750 | Scholarships |
| Montana Tech Foundation | |||||||
| 1300 West Park Street | Butte | MT | 59701 | 810250363 | 501(c)(3) | 5000 | General operating support |
| Montana Women Vote | |||||||
| 2525 Palmer St Ste 1 | Missoula | MT | 59808 | 810362732 | 501(c)(3) | 10000 | General program support |
| Mount Carmel Youth Ranch | |||||||
| PO Box 188 | Cody | WY | 82414 | 841404636 | 501(c)(3) | 7800 | General operating support |
| MSU - Billings College of Technology | |||||||
| 1500 University Drive | Billings | MT | 59102 | 816001642 | 501(c)(3) | 5000 | General operating support |
| MSU College of Technology - Great Falls | |||||||
| 2100 16th Ave S | Great Falls | MT | 59405 | 810522790 | 501(c)(3) | 7277 | Scholarships |
| MSU Extension | |||||||
| PO Box 170525 | Bozeman | MT | 59717 | 237051460 | 501(c)(3) | 5000 | Rural Communities Conference |
| Musselshell Valley Community Foundation | |||||||
| PO Box 713 | Roundup | MT | 59072 | 810512493 | 501(c)(3) | 9540 | Regranting and general operating support |
| National Coalition Building Institute | |||||||
| 1130 W Broadway | Missoula | MT | 59802 | 810526099 | 501(c)(3) | 22500 | General operating support |
| Native American Development Corporation | |||||||
| 221 N Broadway | Billings | MT | 59101 | 810512124 | 501(c)(3) | 25000 | General operating support |
| New Life Mission | |||||||
| PO Box 1597 | Poplar | MT | 59255 | 810461444 | 501(c)(3) | 7000 | Support for food and housing for homeless |
| Parents Let's Unite for Kids | |||||||
| 516 N 32nd St | Billings | MT | 59101 | 810422077 | 501(c)(3) | 5000 | General program support |
| Prairie Benefits Community Foundation | |||||||
| PO Box 417 | Terry | MT | 59349 | 810457407 | 501(c)(3) | 5000 | Regranting and general operating support |
| Prickly Pear Land Trust | |||||||
| PO Box 892 | Helena | MT | 59624 | 810506868 | 501(c)(3) | 15218 | Support for Travelers for Open Land |
| Red Lodge Area Community Foundation | |||||||
| PO Box 1871 | Red Lodge | MT | 59068 | 810480094 | 501(c)(3) | 18484 | Regranting and general operating support |
| Rocky Mountain College | |||||||
| 1511 Poly Drive | Billings | MT | 59102 | 810235407 | 501(c)(3) | 5687 | Scholarships |
| Rocky Mountain Development Council Inc | |||||||
| PO Box 1717 | Helena | MT | 59624 | 810296458 | 501(c)(3) | 9133 | Support for community home construction |
| Rural Dynamics IncConsumer Credit Counseling Service | |||||||
| 2022 Central Avenue | Great Falls | MT | 59403 | 810303443 | 501(c)(3) | 5000 | General program support |
| Seeley Lake Community Foundation | |||||||
| PO Box 25 | Seeley Lake | MT | 59868 | 311711576 | 501(c)(3) | 5000 | Regranting and general operating support |
| Share Your Voice Foundation | |||||||
| PO Box 9505 | Kalispell | MT | 59901 | 262640192 | 501(c)(3) | 10000 | Support for Empowerment through Performance Camps |
| St Peter's Hospital Foundation | |||||||
| 2475 Broadway | Helena | MT | 59601 | 810392270 | 501(c)(3) | 6476 | Cancer treatment center and general support |
| St Vincent De Paul Society | |||||||
| 2610 Montana Ave | Billings | MT | 59101 | 910879988 | 501(c)(3) | 7800 | General operating support |
| Stevensville Community Foundation | |||||||
| PO Box 413 | Stevensville | MT | 59870 | 810490459 | 501(c)(3) | 7763 | Regranting and general operating support |
| Stevensville School District | |||||||
| 300 Park Street | Stevensville | MT | 59870 | 816000829 | 501(c)(3) | 42947 | School computers expansion project |
| The Healing Tree | |||||||
| PO Box 541 | Lame Deer | MT | 59043 | 202779160 | 501(c)(3) | 12500 | Support for Northern Plains Native Youth Partnership |
| Tobacco Valley Economic Development Council | |||||||
| PO Box 395 | Eureka | MT | 59917 | 412081523 | 501(c)(3) | 10000 | Northwest Area Foundation/ MCF Horizons Program |
| Town of Alberton | |||||||
| 607 Railroad Ave | Alberton | MT | 59820 | 816001962 | Government | 8500 | Northwest Area Foundation/ MCF Horizons Program |
| Town of Darby | |||||||
| PO Box 37 | Darby | MT | 59829 | 810292484 | Government | 10000 | Northwest Area Foundation/ MCF Horizons Program |
| Town of Sunburst | |||||||
| PO Box 245 | Sunburst | MT | 59482 | 816001314 | Government | 9500 | Community pool upgrade support |
| Town of Whitehall | |||||||
| PO Box 529 | Whitehall | MT | 59759 | 816001326 | Government | 15000 | General operating support and park upgrades |
| Townsend K-12 School District #1 | |||||||
| 201 North Spruce | Townsend | MT | 59644 | 816000057 | 501(c)(3) | 5750 | School solar panels, career pathways and general support |
| Twin Bridges School and Community Foundation | |||||||
| PO Box 1314 | Dillon | MT | 59725 | 810537659 | 501(c)(3) | 5000 | Northwest Area Foundation/ MCF Horizons Program |
| United Way of Missoula County | |||||||
| Box 7395 | Missoula | MT | 59807 | 810287854 | 501(c)(3) | 7500 | Aid those affected by Smurfit-Stone Plant closure |
| University of Montana | |||||||
| PO Box 7159 | Missoula | MT | 59807 | 816001713 | 501(c)(3) | 18435 | Scholarships |
| University of Montana College of Technology | |||||||
| 909 South Avenue West | Missoula | MT | 59801 | 816001713 | 501(c)(3) | 5650 | Scholarships and general support |
| University of Montana Foundation | |||||||
| PO Box 7159 | Missoula | MT | 59807 | 810362989 | 501(c)(3) | 14875 | Scholarships |
| Valley County Community Foundation | |||||||
| 83 Bonnie St | Glasgow | MT | 59230 | 810526746 | 501(c)(3) | 7555 | Regranting and general operating support |
| Victor Public School | |||||||
| 425 - 4th Avenue | Victor | MT | 59875 | 816000833 | 501(c)(3) | 24857 | School computerized teaching equipment |
| Warriors and Quiet Waters Foundation | |||||||
| 4432 Annette Park Dr | Bozmean | MT | 59715 | 208837637 | 501(c)(3) | 5000 | General program support |
| Whitefish School District #44 | |||||||
| PO Box 4225 | Whitefish | MT | 59937 | 816000395 | 501(c)(3) | 10000 | Support for Whitefish Performing Arts Center |
| Wildwood Conservation Foundation | |||||||
| PO Box 1078 | Guerneville | CA | 95446 | 943323073 | 501(c)(3) | 5500 | General operating support |
| Wolf Point Area Historical Society | |||||||
| PO Box 977 | Wolf Point | MT | 59201 | 816033737 | 501(c)(3) | 15000 | Wolf Point Museum renovation |
| Yellowstone Boys & Girls Ranch | |||||||
| 1732 S 72nd St W | Billings | MT | 59106 | 810419905 | 501(c)(3) | 8209 | General operating support |
| Yellowstone County Council on Aging | |||||||
| 1505 Ave D | Billings | MT | 59102 | 810364744 | 501(c)(3) | 24725 | Kitchen equipment for Meals on Wheels |
| Yellowstone River Parks Association | |||||||
| PO Box 1201 | Billings | MT | 59103 | 364096295 | 501(c)(3) | 10000 | General operating support |
| YWCA of Billings | |||||||
| 909 Wyoming Ave | Billings | MT | 59101 | 810534954 | 501(c)(3) | 6070 | Gateway House domestic violence prevention and general support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 104 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: MCF's process requires that grant requests must comply with the purpose of the endowment fund paying the grant, 501(c)(3) status is verified, and compliance with conflict of interest policies is reviewed. The majority of grants awarded by MCF support the general operating and program purposes of the 501(c)(3)organizations awarded, and as such, we do not require a report of how the grant funds were used. Grant award letters are sent with the grant checks, and the award letters instruct the recipient organizations that the funds can be used only for the purpose the grant was applied for and awarded upon. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 210890 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Daily avg. of prices | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Life Insurance Policy | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 8098 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cash surrender value at date of donation | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | Appropriate individuals in management review the return before filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | At every board meeting prior to approving grants, the board is asked to disclose any conflict. Annually, board and staff are required to sign disclosure statements. Annually, the board receives training on conflict of interest. |
| Form 990, Part VI, Section B, line 15a | This is the responsibility of the executive committee. A matrix is used to determine performance. Outside information regarding salaries paid by similar organizations is evaluated. |
| Form 990, Part VI, Section C, line 19 | Both the Financial statements and Form 990 are available from the organization's website and upon request. Other documents are available upon request as well. |
| Form 990, Part XI, Line 2C: The process for the oversight of the audit has not changed from prior years. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation for Community Vitality | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841376323 | EIN |
| Primary Activities | Community Foundation | PrimaryActivities |
| Legal Domicile State | MT | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Line 11a, I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation for Community Vitality | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 11500 | AmountInvolved |
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