MONTANA COMMUNITY FOUNDATION INC DAF sponsor

Cite this

Plain text MONTANA COMMUNITY FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/montana-community-foundation-inc-810450150. Retrieved 2026-10-27.

APA furp.org. (n.d.). MONTANA COMMUNITY FOUNDATION INC [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 27, 2026, from https://furp.org/org/montana-community-foundation-inc-810450150

MLA “MONTANA COMMUNITY FOUNDATION INC.” furp.org, tax years 2009–2024, https://furp.org/org/montana-community-foundation-inc-810450150. Accessed 27 Oct. 2026.

Retrieved 2026-10-27; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $30.1M · expenses $18.1M · assets $215.5M

Also known as: NA
EIN: 81-0450150
Address: PO BOX 1145, HELENA, MT 59624-1145
Website: WWW.MTCF.ORG
NTEE code: T310
Exempt type: 501(c)(3): charitable, religious, educational, scientific or literary (association)
Ruling date: May 1988 (when the IRS recognized its exemption)
IRS status: Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations: Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status: Public charity supported by the public (170(b)(1)(a)(vi))
Donor-advised funds: Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
Cross-check: ProPublica Nonprofit Explorer

Mission

TO CREATE A CULTURE OF GIVING SO MONTANA COMMUNITIES CAN FLOURISH.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

7 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

Name	Latest title	Years	Latest year pay	Total pay from here	Organizations
Mary Rutherford	CEO/PRESIDENT	2013-2024	$249,006	$2,377,590	3
Jessica Stewart-Kuntz	VICE PRESIDENT	2020-2024	$149,709	$644,542	1
Kacie Tollefson - Executive	VP FINANCE AND ADMINISTRATION	2024	$149,713	$149,713	1
James Bennett	GIFT & ESTATE PLANNING DIRECTOR	2024	$120,333	$120,333	1
Kacie Tollefson (former)	VICE PRESIDENT	2016-2023	$140,371	$730,483	1
Linda Reed (former)	CEO	2009-2012	$203,927	$589,105	1
Emily Kovarik (former)	CFO - 12/31/16	2012-2016	$85,097	$459,775	1

Officers and directors, no compensation reported

55 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

Name	Latest title	Years	Hrs/wk (latest)	Compensation	Organizations
Cami Skinner	PAST CHAIR	2014-2024	2	$0 reported	1
Tom Mcgree	BOARD CHAIR	2018-2024	2	$0 reported	1
Dan Mclean	TREASURER	2020-2024	2	$0 reported	1
Karen Latka	VICE CHAIR	2014-2024	2	$0 reported	1
Angie Main	DIRECTOR (THRU 12/2024)	2021-2024	2	$0 reported	2
Jo Ann Eder	DIRECTOR	2017-2024	2	$0 reported	2
Mary Ann Phipps	DIRECTOR	2014-2024	2	$0 reported	1
Greg Hanson	DIRECTOR	2014-2024	2	$0 reported	1
Leonard Smith	DIRECTOR	2018-2024	2	$0 reported	1
Shane Doyle	DIRECTOR	2021-2024	2	$0 reported	1
Kenny Smoker Jr	DIRECTOR	2021-2024	2	$0 reported	1
Sheila Rice	SECRETARY	2021-2024	2	$0 reported	2
Dale Woolhiser	DIRECTOR (THRU 12/2024)	2009-2024	2	$0 reported	1
Courtney Scott	DIRECTOR	2022-2024	2	$0 reported	1
Kelly Cresswell	DIRECTOR	2023-2024	2	$0 reported	1
Alanna Weibert	DIRECTOR	2023-2024	2	$0 reported	1
Curt Barnekoff	DIRECTOR	2024	2	$0 reported	1
Sarah Becker	DIRECTOR	2024	2	$0 reported	1
Tracy Cosgrove	DIRECTOR	2024	2	$0 reported	1
Jennifer Isern	DIRECTOR	2024	2	$0 reported	1
Tod Kasten	DIRECTOR	2024	2	$0 reported	1
Steffi Siegel	DIRECTOR	2024	2	$0 reported	1
Maria Valandra	DIRECTOR	2024	2	$0 reported	1
Kelly Bruggeman (former)	PAST CHAIR (THRU 12/23)	2014-2023	2	$0 reported	3
Tawnya Rupe Mraz (former)	DIRECTOR (THRU 12/23)	2022-2023	2	$0 reported	1
Sara Becker (former)	DIRECTOR	2023	2	$0 reported	1
Mack Clapp (former)	DIRECTOR (THRU 07/23)	2022-2023	2	$0 reported	1
Ed Eck (former)	SECRETARY (THRU 6/23)	2017-2022	2	$0 reported	1
Duane Kurokawa (former)	DIRECTOR (THRU 12/22)	2019-2022	2	$0 reported	1
Jon Rutt (former)	DIRECTOR (THRU 12/22)	2019-2022	2	$0 reported	1
Tawnya Rupe (former)	DIRECTOR	2017-2021	2	$0 reported	1
Laura Brehm (former)	PAST CHAIR (THROUGH 12/21)	2014-2021	2	$0 reported	1
Scott Pankratz (former)	DIRECTOR (THROUGH 12/20)	2014-2020	2	$0 reported	2
Bryson Pelc (former)	DIRECTOR (THROUGH 12/20)	2017-2020	2	$0 reported	1
Barbara Byrne (former)	DIRECTOR (THROUGH 9/19)	2014-2019	2	$0 reported	1
Cindy Woods (former)	DIRECTOR - (THROUGH 2/19)	2017-2018	2	$0 reported	1
Mary Craigle (former)	DIRECTOR (THROUGH 12/31/17)	2009-2017	2	$0 reported	1
Casey Lozar (former)	DIRECTOR (THROUGH 12/31/17)	2014-2017	2	$0 reported	1
Dan Clark (former)	director - 12/31/16	2010-2016	2	$0 reported	1
Jeff Bretherton (former)	Director - 12/31/16	2009-2016	2	$0 reported	1
Jo Anne Eder (former)	director	2014-2016	2	$0 reported	2
Tawyna Rupe (former)	director	2014-2016	2	$0 reported	1
Brian Patrick (former)	Director - 12/31/16	2010-2016	2	$0 reported	1
Cynthia Woods (former)	Treasurer	2010-2016	2	$0 reported	1
Mike Gustafson (former)	FORMER DIRECTOR	2009-2014	2	$0 reported	1
Stacey Mueller (former)	FORMER TREASURER	2009-2014	2	$0 reported	1
Cinda Holt (former)	FORMER DIRECTOR	2009-2012	2	$0 reported	1
Stan Nicholson (former)	DIRECTOR	2009-2011	2	$0 reported	1
Bill Kearns (former)	DIRECTOR	2009-2011	2	$0 reported	1
Bob Bronson (former)	FORMER DIRECTOR	2009-2010	2	$0 reported	1
Randy Hanson (former)	VICE CHAIR	2009-2010	2	$0 reported	1
Betsey Weltner (former)	DIRECTOR	2010	2	$0 reported	1
Joan Bennett (former)	Director	2009	2	$0 reported	1
Marie Nopper (former)	Director	2009	2	$0 reported	1
Betsety Weltner (former)	Director	2009	2	$0 reported	1

People by year

2024 · 27 people listed · 4 paid, $669K · 23 employees · 260 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY RUTHERFORD	CEO/PRESIDENT	40	$222,166	$0	$26,840	$249,006	3
KACIE TOLLEFSON - EXECUTIVE	VP FINANCE AND ADMINISTRATION	40	$130,817	$0	$18,896	$149,713	1
JESSICA STEWART-KUNTZ	VICE PRESIDENT	40	$131,031	$0	$18,678	$149,709	1
JAMES BENNETT	GIFT & ESTATE PLANNING DIRECTOR	40	$103,930	$0	$16,403	$120,333	1
TOM MCGREE	BOARD CHAIR	2	$0	$0	$0	$0	1
KAREN LATKA	VICE CHAIR	2	$0	$0	$0	$0	1
DAN MCLEAN	TREASURER	2	$0	$0	$0	$0	1
SHEILA RICE	SECRETARY	2	$0	$0	$0	$0	2
CAMI SKINNER	PAST CHAIR	2	$0	$0	$0	$0	1
JO ANN EDER	DIRECTOR	2	$0	$0	$0	$0	2
MARY ANN PHIPPS	DIRECTOR	2	$0	$0	$0	$0	1
GREG HANSON	DIRECTOR	2	$0	$0	$0	$0	1
LEONARD SMITH	DIRECTOR	2	$0	$0	$0	$0	1
KELLY CRESSWELL	DIRECTOR	2	$0	$0	$0	$0	1
ALANNA WEIBERT	DIRECTOR	2	$0	$0	$0	$0	1
SHANE DOYLE	DIRECTOR	2	$0	$0	$0	$0	1
ANGIE MAIN	DIRECTOR (THRU 12/2024)	2	$0	$0	$0	$0	2
KENNY SMOKER JR	DIRECTOR	2	$0	$0	$0	$0	1
DALE WOOLHISER	DIRECTOR (THRU 12/2024)	2	$0	$0	$0	$0	1
COURTNEY SCOTT	DIRECTOR	2	$0	$0	$0	$0	1
CURT BARNEKOFF	DIRECTOR	2	$0	$0	$0	$0	1
SARAH BECKER	DIRECTOR	2	$0	$0	$0	$0	1
TRACY COSGROVE	DIRECTOR	2	$0	$0	$0	$0	1
JENNIFER ISERN	DIRECTOR	2	$0	$0	$0	$0	1
TOD KASTEN	DIRECTOR	2	$0	$0	$0	$0	1
STEFFI SIEGEL	DIRECTOR	2	$0	$0	$0	$0	1
MARIA VALANDRA	DIRECTOR	2	$0	$0	$0	$0	1

2023 · 23 people listed · 3 paid, $523K · 22 employees · 260 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY RUTHERFORD	CEO/PRESIDENT	40	$213,532	$0	$27,235	$240,767	3
JESSICA STEWART-KUNTZ	VICE PRESIDENT	40	$124,626	$0	$17,440	$142,066	1
KACIE TOLLEFSON	VICE PRESIDENT	40	$122,864	$0	$17,507	$140,371	1
CAMI SKINNER	BOARD CHAIR	2	$0	$0	$0	$0	1
TOM MCGREE	VICE CHAIR	2	$0	$0	$0	$0	1
DAN MCLEAN	TREASURER	2	$0	$0	$0	$0	1
KAREN LATKA	SECRETARY	2	$0	$0	$0	$0	1
KELLY BRUGGEMAN	PAST CHAIR (THRU 12/23)	2	$0	$0	$0	$0	3
ANGIE MAIN	DIRECTOR	2	$0	$0	$0	$0	2
JO ANN EDER	DIRECTOR	2	$0	$0	$0	$0	2
MARY ANN PHIPPS	DIRECTOR	2	$0	$0	$0	$0	1
GREG HANSON	DIRECTOR	2	$0	$0	$0	$0	1
TAWNYA RUPE MRAZ	DIRECTOR (THRU 12/23)	2	$0	$0	$0	$0	1
LEONARD SMITH	DIRECTOR	2	$0	$0	$0	$0	1
SHANE DOYLE	DIRECTOR	2	$0	$0	$0	$0	1
KENNY SMOKER JR	DIRECTOR	2	$0	$0	$0	$0	1
SHEILA RICE	DIRECTOR	2	$0	$0	$0	$0	2
DALE WOOLHISER	DIRECTOR	2	$0	$0	$0	$0	1
COURTNEY SCOTT	DIRECTOR	2	$0	$0	$0	$0	1
SARA BECKER	DIRECTOR	2	$0	$0	$0	$0	1
KELLY CRESSWELL	DIRECTOR	2	$0	$0	$0	$0	1
ALANNA WEIBERT	DIRECTOR	2	$0	$0	$0	$0	1
MACK CLAPP	DIRECTOR (THRU 07/23)	2	$0	$0	$0	$0	1

2022 · 23 people listed · 3 paid, $487K · 23 employees · 260 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY RUTHERFORD	CEO/PRESIDENT	40	$199,475	$0	$27,442	$226,917	3
KACIE TOLLEFSON	VICE PRESIDENT	40	$114,138	$0	$16,168	$130,306	1
JESSICA STEWART-KUNTZ	VICE PRESIDENT	40	$112,926	$0	$16,626	$129,552	1
CAMI SKINNER	BOARD CHAIR (AS OF 1/23)	2	$0	$0	$0	$0	1
KELLY BRUGGEMAN	PAST CHAIR	2	$0	$0	$0	$0	3
TOM MCGREE	VICE CHAIR (AS OF 1/23)	2	$0	$0	$0	$0	1
DAN MCLEAN	SECRETARY (AS OF 6/23)	2	$0	$0	$0	$0	1
ED ECK	SECRETARY (THRU 6/23)	2	$0	$0	$0	$0	1
ANGIE MAIN	TREASURER (AS OF 1/23)	2	$0	$0	$0	$0	2
JO ANN EDER	DIRECTOR	2	$0	$0	$0	$0	2
MARY ANN PHIPPS	DIRECTOR	2	$0	$0	$0	$0	1
GREG HANSON	DIRECTOR	2	$0	$0	$0	$0	1
KAREN LATKA	DIRECTOR	2	$0	$0	$0	$0	1
TAWNYA RUPE MRAZ	DIRECTOR	2	$0	$0	$0	$0	1
LEONARD SMITH	DIRECTOR	2	$0	$0	$0	$0	1
DUANE KUROKAWA	DIRECTOR (THRU 12/22)	2	$0	$0	$0	$0	1
JON RUTT	DIRECTOR (THRU 12/22)	2	$0	$0	$0	$0	1
SHANE DOYLE	DIRECTOR	2	$0	$0	$0	$0	1
KENNY SMOKER JR	DIRECTOR	2	$0	$0	$0	$0	1
SHEILA RICE	DIRECTOR	2	$0	$0	$0	$0	2
DALE WOOLHISER	DIRECTOR	2	$0	$0	$0	$0	1
COURTNEY SCOTT	DIRECTOR	2	$0	$0	$0	$0	1
MACK CLAPP	DIRECTOR (THRU 7/23)	2	$0	$0	$0	$0	1

2021 · 22 people listed · 3 paid, $450K · 20 employees · 235 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY RUTHERFORD	CEO/PRESIDENT	40	$190,362	$0	$24,754	$215,116	3
JESSICA STEWART-KUNTZ	VICE PRESIDENT	40	$108,161	$0	$15,720	$123,881	1
KACIE TOLLEFSON	CONTROLLER	40	$96,059	$0	$15,077	$111,136	1
KELLY BRUGGEMAN	BOARD CHAIR	2	$0	$0	$0	$0	3
CAMI SKINNER	VICE CHAIR	2	$0	$0	$0	$0	1
ED ECK	SECRETARY	2	$0	$0	$0	$0	1
TOM MCGREE	TREASURER	2	$0	$0	$0	$0	1
JO ANN EDER	DIRECTOR	2	$0	$0	$0	$0	2
MARY ANN PHIPPS	DIRECTOR	2	$0	$0	$0	$0	1
GREG HANSON	DIRECTOR	2	$0	$0	$0	$0	1
KAREN LATKA	DIRECTOR	2	$0	$0	$0	$0	1
TAWNYA RUPE	DIRECTOR	2	$0	$0	$0	$0	1
LEONARD SMITH	DIRECTOR	2	$0	$0	$0	$0	1
DUANE KUROKAWA	DIRECTOR	2	$0	$0	$0	$0	1
JON RUTT	DIRECTOR	2	$0	$0	$0	$0	1
DAN MCLEAN	DIRECTOR	2	$0	$0	$0	$0	1
LAURA BREHM	PAST CHAIR (THROUGH 12/21)	2	$0	$0	$0	$0	1
SHANE DOYLE	DIRECTOR	2	$0	$0	$0	$0	1
ANGIE MAIN	DIRECTOR	2	$0	$0	$0	$0	2
KENNY SMOKER JR	DIRECTOR	2	$0	$0	$0	$0	1
SHEILA RICE	DIRECTOR	2	$0	$0	$0	$0	2
DALE WOOLHISER	DIRECTOR	2	$0	$0	$0	$0	1

2020 · 19 people listed · 3 paid, $399K · 18 employees · 235 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY RUTHERFORD	CEO/PRESIDENT	40	$192,668	$0	$19,090	$211,758	3
JESSICA STEWART-KUNTZ	VICE PRESIDENT	40	$88,763	$0	$10,571	$99,334	1
KACIE TOLLEFSON	CONTROLLER	40	$77,550	$0	$10,007	$87,557	1
KELLY BRUGGEMAN	BOARD CHAIR	2	$0	$0	$0	$0	3
CAMI SKINNER	VICE CHAIR	2	$0	$0	$0	$0	1
ED ECK	SECRETARY	2	$0	$0	$0	$0	1
KAREN LATKA	TREASURER	2	$0	$0	$0	$0	1
MARY ANN PHIPPS	DIRECTOR	2	$0	$0	$0	$0	1
JO ANN EDER	DIRECTOR	2	$0	$0	$0	$0	2
GREG HANSON	DIRECTOR	2	$0	$0	$0	$0	1
SCOTT PANKRATZ	DIRECTOR (THROUGH 12/20)	2	$0	$0	$0	$0	2
BRYSON PELC	DIRECTOR (THROUGH 12/20)	2	$0	$0	$0	$0	1
TAWNYA RUPE	DIRECTOR	2	$0	$0	$0	$0	1
TOM MCGREE	DIRECTOR	2	$0	$0	$0	$0	1
LEONARD SMITH	DIRECTOR	2	$0	$0	$0	$0	1
DUANE KUROKAWA	DIRECTOR	2	$0	$0	$0	$0	1
JON RUTT	DIRECTOR	2	$0	$0	$0	$0	1
LAURA BREHM	PAST CHAIR	2	$0	$0	$0	$0	1
DAN MCLEAN	DIRECTOR	2	$0	$0	$0	$0	1

2019 · 19 people listed · 2 paid, $269K · 20 employees · 238 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY RUTHERFORD	CEO/PRESIDENT	40	$167,082	$0	$16,351	$183,433	3
KACIE TOLLEFSON	CONTROLLER	40	$75,811	$0	$9,789	$85,600	1
LAURA BREHM	BOARD CHAIR	2	$0	$0	$0	$0	1
KELLY BRUGGEMAN	VICE CHAIR	2	$0	$0	$0	$0	3
MARY ANN PHIPPS	SECRETARY	2	$0	$0	$0	$0	1
KAREN LATKA	TREASURER	2	$0	$0	$0	$0	1
ED ECK	DIRECTOR	2	$0	$0	$0	$0	1
JO ANN EDER	DIRECTOR	2	$0	$0	$0	$0	2
GREG HANSON	DIRECTOR	2	$0	$0	$0	$0	1
SCOTT PANKRATZ	DIRECTOR	2	$0	$0	$0	$0	2
BRYSON PELC	DIRECTOR	2	$0	$0	$0	$0	1
TAWNYA RUPE	DIRECTOR	2	$0	$0	$0	$0	1
CAMI SKINNER	DIRECTOR	2	$0	$0	$0	$0	1
TOM MCGREE	DIRECTOR	2	$0	$0	$0	$0	1
LEONARD SMITH	DIRECTOR	2	$0	$0	$0	$0	1
DALE WOOLHISER	PAST BOARD CHAIR (THROUGH 12/19)	2	$0	$0	$0	$0	1
BARBARA BYRNE	DIRECTOR (THROUGH 9/19)	2	$0	$0	$0	$0	1
DUANE KUROKAWA	DIRECTOR	2	$0	$0	$0	$0	1
JON RUTT	DIRECTOR	2	$0	$0	$0	$0	1

2018 · 18 people listed · 2 paid, $275K · 16 employees · 17 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY RUTHERFORD	CEO/PRESIDENT	40	$175,091	$0	$15,475	$190,566	3
KACIE TOLLEFSON	CONTROLLER	40	$74,655	$0	$9,712	$84,367	1
ED ECK	DIRECTOR	2	$0	$0	$0	$0	1
JO ANN EDER	DIRECTOR	2	$0	$0	$0	$0	2
GREG HANSON	DIRECTOR	2	$0	$0	$0	$0	1
SCOTT PANKRATZ	DIRECTOR	2	$0	$0	$0	$0	2
BRYSON PELC	DIRECTOR	2	$0	$0	$0	$0	1
TAWNYA RUPE	DIRECTOR	2	$0	$0	$0	$0	1
CAMI SKINNER	DIRECTOR	2	$0	$0	$0	$0	1
TOM MCGREE	DIRECTOR	2	$0	$0	$0	$0	1
LEONARD SMITH	DIRECTOR	2	$0	$0	$0	$0	1
DALE WOOLHISER	PAST BOARD CHAIR	2	$0	$0	$0	$0	1
BARBARA BYRNE	DIRECTOR	2	$0	$0	$0	$0	1
CINDY WOODS	DIRECTOR - (THROUGH 2/19)	2	$0	$0	$0	$0	1
LAURA BREHM	BOARD CHAIR	2	$0	$0	$0	$0	1
KELLY BRUGGEMAN	VICE CHAIR	2	$0	$0	$0	$0	3
MARY ANN PHIPPS	SECRETARY	2	$0	$0	$0	$0	1
KAREN LATKA	TREASURER	2	$0	$0	$0	$0	1

2017 · 18 people listed · 2 paid, $259K · 16 employees · 17 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY RUTHERFORD	CEO/PRESIDENT	40	$169,556	$0	$15,336	$184,892	3
KACIE TOLLEFSON	CONTROLLER	40	$67,016	$0	$7,393	$74,409	1
BARBARA BYRNE	DIRECTOR	2	$0	$0	$0	$0	1
ED ECK	DIRECTOR	2	$0	$0	$0	$0	1
JO ANN EDER	DIRECTOR	2	$0	$0	$0	$0	2
GREG HANSON	DIRECTOR	2	$0	$0	$0	$0	1
KAREN LATKA	DIRECTOR	2	$0	$0	$0	$0	1
SCOTT PANKRATZ	DIRECTOR	2	$0	$0	$0	$0	2
BRYSON PELC	DIRECTOR	2	$0	$0	$0	$0	1
MARY ANN PHIPPS	DIRECTOR	2	$0	$0	$0	$0	1
TAWNYA RUPE	DIRECTOR	2	$0	$0	$0	$0	1
CAMI SKINNER	DIRECTOR	2	$0	$0	$0	$0	1
MARY CRAIGLE	DIRECTOR (THROUGH 12/31/17)	2	$0	$0	$0	$0	1
CASEY LOZAR	DIRECTOR (THROUGH 12/31/17)	2	$0	$0	$0	$0	1
DALE WOOLHISER	BOARD CHAIR	2	$0	$0	$0	$0	1
LAURA BREHM	VICE CHAIR	2	$0	$0	$0	$0	1
KELLY BRUGGEMAN	SECRETARY	2	$0	$0	$0	$0	3
CINDY WOODS	TREASURER	2	$0	$0	$0	$0	1

2016 · 20 people listed · 3 paid, $273K · 19 employees · 17 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Mary Rutherford	CEO/President	40	$154,350	$0	$16,839	$171,189	3
Emily Kovarik	CFO - 12/31/16	40	$74,646	$0	$10,451	$85,097	1
Kacie Tollefson	Controller	40	$15,800	$0	$937	$16,737	1
Dan Clark	director - 12/31/16	2	$0	$0	$0	$0	1
Jeff Bretherton	Director - 12/31/16	2	$0	$0	$0	$0	1
BARBARA BYRNE	director	2	$0	$0	$0	$0	1
JO ANNE EDER	director	2	$0	$0	$0	$0	2
GREG HANSON	director	2	$0	$0	$0	$0	1
KAREN LATKA	director	2	$0	$0	$0	$0	1
CASEY LOZAR	director	2	$0	$0	$0	$0	1
SCOTT PANKRATZ	director	2	$0	$0	$0	$0	2
MARY ANN PHIPPS	director	2	$0	$0	$0	$0	1
TAWYNA RUPE	director	2	$0	$0	$0	$0	1
CAMI SKINNER	director	2	$0	$0	$0	$0	1
Mary Craigle	Director	2	$0	$0	$0	$0	1
Brian Patrick	Director - 12/31/16	2	$0	$0	$0	$0	1
DALE WOOLHISER	Board Chair	2	$0	$0	$0	$0	1
LAURA BREHM	Vice Chair	2	$0	$0	$0	$0	1
KELLY BRUGGEMAN	Secretary	2	$0	$0	$0	$0	3
Cynthia Woods	Treasurer	2	$0	$0	$0	$0	1

2015 · 19 people listed · 2 paid, $272K · 15 employees · 17 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Mary Rutherford	CEO/President	40	$170,005	$0	$17,341	$187,346	3
Emily Kovarik	CFO	40	$74,617	$0	$9,807	$84,424	1
Dan Clark	director	2	$0	$0	$0	$0	1
Jeff Bretherton	Director	2	$0	$0	$0	$0	1
LAURA BREHM	director	2	$0	$0	$0	$0	1
KELLY BRUGGEMAN	director	2	$0	$0	$0	$0	3
BARBARA BYRNE	director	2	$0	$0	$0	$0	1
JO ANNE EDER	director	2	$0	$0	$0	$0	2
GREG HANSON	director	2	$0	$0	$0	$0	1
KAREN LATKA	director	2	$0	$0	$0	$0	1
CASEY LOZAR	director	2	$0	$0	$0	$0	1
SCOTT PANKRATZ	director	2	$0	$0	$0	$0	2
MARY ANN PHIPPS	director	2	$0	$0	$0	$0	1
TAWYNA RUPE	director	2	$0	$0	$0	$0	1
CAMI SKINNER	director	2	$0	$0	$0	$0	1
Mary Craigle	Board Chair	2	$0	$0	$0	$0	1
Brian Patrick	Secretary	2	$0	$0	$0	$0	1
Cynthia Woods	Vice Chair	2	$0	$0	$0	$0	1
DALE WOOLHISER	Treasurer	2	$0	$0	$0	$0	1

2014 · 21 people listed · 2 paid, $270K · 11 employees · 17 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY RUTHERFORD	CEO/PRESIDENT	40	$150,109	$0	$8,191	$158,300	3
EMILY KOVARIK	CFO	40	$103,094	$0	$8,553	$111,647	1
MARY ANN PHIPPS	DIRECTOR	2	$0	$0	$0	$0	1
JEFF BRETHERTON	DIRECTOR	2	$0	$0	$0	$0	1
KELLY BRUGGEMAN	DIRECTOR	2	$0	$0	$0	$0	3
BARBARA BYRNE	DIRECTOR	2	$0	$0	$0	$0	1
DAN CLARK	DIRECTOR	2	$0	$0	$0	$0	1
GREG HANSON	DIRECTOR	2	$0	$0	$0	$0	1
KAREN LATKA	DIRECTOR	2	$0	$0	$0	$0	1
JO ANNE EDER	DIRECTOR	2	$0	$0	$0	$0	2
SCOTT PANKRATZ	DIRECTOR	2	$0	$0	$0	$0	2
MIKE GUSTAFSON	FORMER DIRECTOR	2	$0	$0	$0	$0	1
CAMI SKINNER	DIRECTOR	2	$0	$0	$0	$0	1
STACEY MUELLER	FORMER TREASURER	2	$0	$0	$0	$0	1
CASEY LOZAR	DIRECTOR	2	$0	$0	$0	$0	1
LAURA BREHM	DIRECTOR	2	$0	$0	$0	$0	1
TAWYNA RUPE	DIRECTOR	2	$0	$0	$0	$0	1
MARY CRAIGLE	BOARD CHAIR	2	$0	$0	$0	$0	1
DALE WOOLHISER	TREASURER	2	$0	$0	$0	$0	1
BRIAN PATRICK	SECRETARY	2	$0	$0	$0	$0	1
CYNTHIA WOODS	VICE CHAIR	2	$0	$0	$0	$0	1

2013 · 10 people listed · 2 paid, $270K · 11 employees · 8 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY RUTHERFORD	CEO/PRESIDENT	40	$150,109	$0	$8,191	$158,300	3
EMILY KOVARIK	CFO/INTERIM FOUNDATION MGR	40	$103,094	$0	$8,553	$111,647	1
MARY CRAIGLE	VICE-CHAIR/SECRETARY	2	$0	$0	$0	$0	1
STACEY MUELLER	TREASURER	2	$0	$0	$0	$0	1
DAN CLARK	BOARD CHAIR	2	$0	$0	$0	$0	1
MIKE GUSTAFSON	DIRECTOR	2	$0	$0	$0	$0	1
BRIAN PATRICK	DIRECTOR	2	$0	$0	$0	$0	1
CYNTHIA WOODS	DIRECTOR	2	$0	$0	$0	$0	1
DALE WOOLHISER	DIRECTOR	2	$0	$0	$0	$0	1
JEFF BRETHERTON	DIRECTOR	2	$0	$0	$0	$0	1

2012 · 11 people listed · 2 paid, $271K · 7 employees · 8 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
LINDA REED	CEO	40	$185,280	$0	$18,647	$203,927	1
EMILY KOVARIK	CFO/INTERIM FOUNDATION MANAGER	40	$58,792	$0	$8,168	$66,960	1
STACEY MUELLER	DIRECTOR	2	$0	$0	$0	$0	1
JEFF BRETHERTON	DIRECTOR	2	$0	$0	$0	$0	1
MIKE GUSTAFSON	DIRECTOR	2	$0	$0	$0	$0	1
CINDA HOLT	FORMER DIRECTOR	2	$0	$0	$0	$0	1
BRIAN PATRICK	DIRECTOR	0	$0	$0	$0	$0	1
CYNTHIA WOODS	DIRECTOR	0	$0	$0	$0	$0	1
DALE WOOLHISER	TREASURER	2	$0	$0	$0	$0	1
DAN CLARK	BOARD CHAIR	2	$0	$0	$0	$0	1
MARY CRAIGLE	SECRETARY/INTERIM CEO	8	$0	$0	$0	$0	1

2011 · 12 people listed · 1 paid, $144K · 8 employees · 9 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
LINDA REED	CEO	40	$125,351	$0	$18,213	$143,564	1
STAN NICHOLSON	DIRECTOR	2	$0	$0	$0	$0	1
BILL KEARNS	DIRECTOR	2	$0	$0	$0	$0	1
STACEY MUELLER	TREASURER	2	$0	$0	$0	$0	1
JEFF BRETHERTON	BOARD CHAIR	2	$0	$0	$0	$0	1
MIKE GUSTAFSON	DIRECTOR	2	$0	$0	$0	$0	1
CINDA HOLT	DIRECTOR	2	$0	$0	$0	$0	1
DALE WOOLHISER	DIRECTOR	2	$0	$0	$0	$0	1
MARY CRAIGLE	SECRETARY	2	$0	$0	$0	$0	1
DAN CLARK	DIRECTOR	2	$0	$0	$0	$0	1
BRIAN PATRICK	DIRECTOR	2	$0	$0	$0	$0	1
CYNTHIA WOODS	DIRECTOR	2	$0	$0	$0	$0	1

2010 · 15 people listed · 1 paid, $144K · 9 employees · 13 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
LINDA REED	PRESIDENT/CEO	40	$125,351	$0	$18,213	$143,564	1
STAN NICHOLSON	DIRECTOR	2	$0	$0	$0	$0	1
BILL KEARNS	DIRECTOR	2	$0	$0	$0	$0	1
STACEY MUELLER	TREASURER	2	$0	$0	$0	$0	1
JEFF BRETHERTON	BOARD CHAIR	2	$0	$0	$0	$0	1
MIKE GUSTAFSON	DIRECTOR	2	$0	$0	$0	$0	1
CINDA HOLT	DIRECTOR	2	$0	$0	$0	$0	1
DALE WOOLHISER	DIRECTOR	2	$0	$0	$0	$0	1
MARY CRAIGLE	SECRETARY	2	$0	$0	$0	$0	1
DAN CLARK	DIRECTOR	2	$0	$0	$0	$0	1
BRIAN PATRICK	DIRECTOR	2	$0	$0	$0	$0	1
CYNTHIA WOODS	DIRECTOR	2	$0	$0	$0	$0	1
BOB BRONSON	FORMER DIRECTOR	2	$0	$0	$0	$0	1
RANDY HANSON	VICE CHAIR	2	$0	$0	$0	$0	1
BETSEY WELTNER	DIRECTOR	2	$0	$0	$0	$0	1

2009 · 14 people listed · 1 paid, $98K · 10 employees · 13 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Linda Reed	President/CEO	40	$92,500	$0	$5,550	$98,050	1
Joan Bennett	Director	2	$0	$0	$0	$0	1
Marie Nopper	Director	2	$0	$0	$0	$0	1
Stan Nicholson	Director	2	$0	$0	$0	$0	1
Bill Kearns	Director	2	$0	$0	$0	$0	1
Stacey Mueller	Director	2	$0	$0	$0	$0	1
Jeff Bretherton	Director	2	$0	$0	$0	$0	1
Mike Gustafson	Director	2	$0	$0	$0	$0	1
Cinda Holt	Director	2	$0	$0	$0	$0	1
Betsety Weltner	Director	2	$0	$0	$0	$0	1
Dale Woolhiser	Director	2	$0	$0	$0	$0	1
Randy Hanson	Chairperson	2	$0	$0	$0	$0	1
Mary Craigle	Secretary	2	$0	$0	$0	$0	1
Bob Bronson	Treasurer	2	$0	$0	$0	$0	1

Highest-paid independent contractors

2024 · 3 contractors · $926K

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES LLC	BOSTON, MA	INVESTMENT MANAGEMENT	$615,613
NORLING ENTERPRISES LLC	HELENA, MT	OFFICE BUILDING RENOVATIONS	$163,945
CIVITAS PUBLIC AFFAIRS GROUP LLC	WASHINGTON, DC	STRATEGY AND DEVELOPMENT ADVISING	$146,215

2023 · 2 contractors · $545K

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES LLC	BOSTON, MA	INVESTMENT MANAGEMENT	$428,727
FLYING HORSE COMMUNICATIONS INC	BOZEMAN, MT	MARKETING CONSULTING	$116,000

2022 · 2 contractors · $711K

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES LLC	BOSTON, MA	INVESTMENT MANAGEMENT	$564,877
FLYING HORSE COMMUNICATIONS INC	BOZEMAN, MT	MARKETING CONSULTING FEES	$146,040

2021 · 1 contractor · $431K

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES LLC	BOSTON, MA	INVESTMENT MANAGEMENT	$431,155

2020 · 1 contractor · $177K

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES LLC	BOSTON, MA	INVESTMENT MANAGEMENT	$176,709

2019 · 1 contractor · $206K

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES LLC	BOSTON, MA	INVESTMENT MANAGEMENT	$205,993

2018 · 1 contractor · $319K

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES LLC	BOSTON, MA	INVESTMENT MANAGEMENT	$318,752

2017 · 1 contractor · $253K

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES LLC	BOSTON, MA	INVESTMENT MANAGEMENT	$253,067

2016 · 1 contractor · $208K

Name	Location	Service	Paid
Cambridge Associates LLC	Boston, MA	Investment Management	$208,045

2015 · 1 contractor · $407K

Name	Location	Service	Paid
Merrill Lynch Global Wealth Management	Billings, MT	Investment Management	$407,020

2013 · 1 contractor · $398K

Name	Location	Service	Paid
SUN COUNTRY AIRLINE		CHARTER FLIGHTS FOR WWII VETERANS TRAVEL	$398,272

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 316 grants to organizations · $7.7M

Listed grants add up to $7,745,287; the return's “grants paid” expense line says $10,809,611. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2024 · CSV

2023 · 274 grants to organizations · $6.6M

Listed grants add up to $6,571,703; the return's “grants paid” expense line says $9,040,167. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2023 · CSV

2022 · 217 grants to organizations · $4.8M

Listed grants add up to $4,791,690; the return's “grants paid” expense line says $6,926,027. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2022 · CSV

2021 · 208 grants to organizations · $5.3M

Listed grants add up to $5,283,340; the return's “grants paid” expense line says $7,119,088. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2021 · CSV

2020 · 183 grants to organizations · $4.9M

Listed grants add up to $4,877,478; the return's “grants paid” expense line says $6,642,908. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2020 · CSV

2019 · 184 grants to organizations · $3.1M

Listed grants add up to $3,079,174; the return's “grants paid” expense line says $4,892,727. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2019 · CSV

2018 · 147 grants to organizations · $2.3M

Listed grants add up to $2,275,104; the return's “grants paid” expense line says $3,743,556. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2018 · CSV

2017 · 234 grants to organizations · $3.0M

Listed grants add up to $3,010,749; the return's “grants paid” expense line says $4,347,753. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2017 · CSV

2016 · 164 grants to organizations · $2.0M

Listed grants add up to $2,019,691; the return's “grants paid” expense line says $3,743,316. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2016 · CSV

2015 · 152 grants to organizations · $2.8M

Listed grants add up to $2,758,967; the return's “grants paid” expense line says $4,131,888. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2015 · CSV

2014 · 134 grants to organizations · $2.3M

Listed grants add up to $2,305,443; the return's “grants paid” expense line says $3,675,708. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2014 · CSV

2013 · 136 grants to organizations · $2.4M

Listed grants add up to $2,447,055; the return's “grants paid” expense line says $3,235,573. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2013 · CSV

2012 · 123 grants to organizations · $1.8M

Listed grants add up to $1,764,748; the return's “grants paid” expense line says $2,479,697. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2012 · CSV

2011 · 120 grants to organizations · $1.9M

Listed grants add up to $1,853,366; the return's “grants paid” expense line says $2,567,904. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2011 · CSV

2010 · 110 grants to organizations · $1.9M

Listed grants add up to $1,861,022; the return's “grants paid” expense line says $2,515,367. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2010 · CSV

2009 · 104 grants to organizations · $1.2M

Listed grants add up to $1,205,373; the return's “grants paid” expense line says $2,298,286. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2009 · CSV

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

Revenue	Expenses	Assets	Net assets	Contributions	Program revenue	Officer pay	Employees	Volunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$30,109,737	$18,100,777	$215,479,729	$189,358,314	$20,548,506	$3,042,930	$558,050	23	260
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$17,794,838	$14,805,586	$188,507,909	$163,721,541	$12,279,085	$2,627,453	$535,632	22	260
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$15,011,185	$12,332,748	$165,936,044	$144,300,464	$9,593,868	$2,044,208	$512,193	23	260
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$26,836,919	$11,839,194	$152,088,837	$132,530,793	$14,831,337	$2,203,255	$456,760	20	235
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$19,263,286	$10,630,887	$163,489,125	$142,558,389	$13,038,982	$1,945,195	$451,800	18	235
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$24,837,343	$8,433,188	$124,041,175	$106,679,512	$19,363,023	$1,648,654	$302,037	20	238
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$12,535,353	$7,299,570	$108,215,489	$91,450,612	$8,476,008	$1,383,972	$264,678	16	17
2017 · Form 990 period ending 2018-06-30 · amended · view filing · original 990 ↗
$17,028,641	$7,801,194	$100,536,044	$83,850,024	$11,725,624	$1,342,372	$287,691	16	17
2017 · Form 990 period ending 2018-06-30 · superseded · view filing · original 990 ↗
$17,028,641	$7,801,194	$100,536,044	$83,850,024	$11,725,624	$1,342,372	$287,691	16	17
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$14,515,842	$6,949,806	$88,031,824	$73,121,237	$6,940,820	$1,037,055	$323,463	19	17
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$7,116,772	$7,141,251	$78,887,636	$67,035,156	$4,021,206	$1,032,078	$237,813	15	17
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$15,494,454	$6,345,714	$79,212,314	$67,179,275	$6,495,061	$932,701	$267,029	11	17
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$11,034,141	$6,067,611	$74,425,609	$62,997,584	$4,227,664	$864,558	$200,836	11	8
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$7,699,868	$4,995,197	$65,095,733	$54,768,334	$2,719,454	$785,313	$205,658	7	8
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$5,938,372	$4,674,299	$59,658,108	$49,954,420	$2,956,696	$753,569	$157,873	8	9
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
$9,137,709	$5,231,308	$60,865,763	$50,726,211	$3,488,810	$1,069,002	$171,320	9	13
2009 · Form 990 period ending 2010-06-30 · view filing · original 990 ↗
$4,344,656	$4,328,977	$51,818,486	$42,313,460	$1,939,870	$992,317	$109,176	10	13

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

PHILANTHROPY NORTHWEST Seattle, WA · 2 people in common (Jo Ann Eder, Mary Rutherford)
MONTANA NONPROFIT ASSOCIATION INC Helena, MT · 2 people in common (Angie Main, Sheila Rice)
UNIVERSITY OF ALASKA FOUNDATION Anchorage, AK · 1 person in common (Mary Rutherford)

Funders of this organization

75 grantors reported grants to this organization, $17,865,705 in all, tax years 2010 to 2025; the 25 largest shown (all 75). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

Grantor	Type	Match	Years given	Grants	Total	Latest year	Latest year's amount	Grants
THE SCIENCE AND CONSERVATION CENTER INC	Public charity	Exact	2024	1	$3,500,000	2024	$3,500,000	show
OTTO BREMER TRUST	Private foundation	Fuzzy filed as “MONTANA COMMUNITY FOUNDATION INC”	2023, 2025	2	$3,135,000	2025	$1,575,000	show
MERLE CHAMBERS FUND	Private foundation	Fuzzy filed as “Montana Community Foundation”, “MONTANA COMMUNITY FOUNDATION”	2018, 2020-2024	16	$1,370,000	2024	$350,000	show
DONOR ADVISED CHARITABLE GIVING	DAF sponsor	Exact	2015, 2019-2024	7	$1,245,950	2024	$721,050	show
THE ARTHUR M BLANK FAMILY FOUNDATION	Private foundation	Fuzzy filed as “MONTANA COMMUNITY FOUNDATION”	2020-2024	9	$1,185,000	2024	$225,000	show
SCL HEALTH MONTANA	Public charity	Exact	2019, 2024	2	$1,006,000	2024	$6,000	show
ST JAMES HEALTHCARE	Public charity	Exact	2019	1	$1,000,000	2019	$1,000,000	show
VALLEY COUNTY COMMUNITY FOUNDATION INC	Public charity	Exact	2015-2023, 2025	10	$704,036	2025	$15,000	show
BIG FORK COMMUNITY DEVELOPMENT FOUNDATION TRUST	Private foundation	Fuzzy filed as “MONTANA COMMUNITY FOUNDATION”	2010-2016, 2021-2022	16	$646,000	2022	$80,000	show
THE FUNDERS NETWORK INC	Public charity	Exact	2018-2019, 2021-2023	5	$352,000	2023	$30,000	show
MCKNIGHT FOUNDATION	Private foundation	Fuzzy filed as “Montana Community Foundation Inc”	2021-2023	4	$311,000	2023	$100,000	show
WELLS FARGO FOUNDATION	Private foundation	Fuzzy filed as “Montana Community Foundation Inc”, “MONTANA COMMUNITY FOUNDATION INC”	2024-2025	2	$275,000	2025	$250,000	show
NATIONAL PHILANTHROPIC TR	DAF sponsor	Exact	2022, 2024	2	$260,000	2024	$250,000	show
GREATER POLSON COMMUNITY FOUNDATION INC	DAF sponsor	Fuzzy filed as “Montana Community Foundation”	2014-2017	4	$255,905	2017	$6,100	show
THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC	DAF sponsor	Exact	2020-2021	2	$250,000	2021	$150,000	show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND	DAF sponsor	Exact	2018, 2020-2024	6	$241,945	2024	$30,035	show
MINNEAPOLIS FOUNDATION	DAF sponsor	Exact	2014, 2016-2017	3	$223,000	2017	$168,000	show
BALTIMORE COMMUNITY FOUNDATION INC	DAF sponsor	Exact	2010-2015	6	$177,400	2015	$37,100	show
STAR PEAK FOUNDATION	Private foundation	Fuzzy filed as “MONTANA COMMUNITY FOUNDATION”	2024-2025	2	$142,000	2025	$82,000	show
WSDC FOUNDATION	Private foundation	Fuzzy filed as “MONTANA COMMUNITY FOUNDATION”	2017, 2021, 2024	3	$100,000	2024	$20,000	show
HOLY ROSARY HEALTHCARE	Public charity	Exact	2019	1	$100,000	2019	$100,000	show
NORTHWEST AREA FOUNDATION	Private foundation	Fuzzy filed as “MONTANA COMMUNITY FOUNDATION INC”	2017	1	$100,000	2017	$100,000	show
DENNIS R WASHINGTON FOUNDATION INC	Private foundation	Fuzzy filed as “MONTANA COMMUNITY FOUNDATION”	2014-2015, 2017-2019, 2021-2024	10	$95,725	2024	$16,250	show
FIRST INTERSTATE BANCSYSTEM FOUNDATION INC	Private foundation	Fuzzy filed as “Montana Community Foundation Inc”, “MONTANA COMMUNITY FOUNDATION INC”	2020-2023, 2025	5	$92,728	2025	$15,000	show
CRAIG AND SUSAN MCCAW FOUNDATION	Private foundation	Fuzzy filed as “MONTANA COMMUNITY FOUNDATION”	2022-2024	3	$90,000	2024	$30,000	show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

Organization	State	NTEE	Latest revenue	Latest expenses	Top-paid title	Top pay	Why similar
WHITEFISH COMMUNITY FOUNDATION INC	MT	T31	$36,496,766	$22,592,621	PRESIDENT	$182,293	Same NTEE code T31, revenue within 2x, same state, similar name
CENTRAL MONTANA FOUNDATION	MT	T31	$29,940,798	$11,682,408	EXECUTIVE DIRECTOR	$94,140	Same NTEE code T31, revenue within 2x, same state, similar name
IDAHO COMMUNITY FOUNDATION INC	ID	T31	$38,904,382	$17,384,786	PRESIDENT & CEO	$237,123	Same NTEE code T31, revenue within 2x, similar name
LINCOLN COMMUNITY FOUNDATION INC	NE	T31	$51,853,036	$29,146,233	President- until 8/2/2024	$228,642	Same NTEE code T31, revenue within 2x, similar name
BERRIEN COMMUNITY FOUNDATION INC	MI	T31	$18,583,398	$11,763,279	PRESIDENT	$173,575	Same NTEE code T31, revenue within 2x, similar name
VERMONT COMMUNITY FOUNDATION	VT	T31	$54,048,996	$58,789,272	CEO	$320,185	Same NTEE code T31, revenue within 2x, similar name
NEVADA COMMUNITY FOUNDATION INC	NV	T31	$36,650,798	$20,540,529	PRESIDENT AN	$368,795	Same NTEE code T31, revenue within 2x, similar name
HAMILTON COMMUNITY FOUNDATION INC	OH	T31	$31,562,395	$11,820,167	PRESIDENT/CE	$208,740	Same NTEE code T31, revenue within 2x, similar name
RACINE COMMUNITY FOUNDATION INC	WI	T31	$15,508,942	$4,160,598	PRESIDENT & CEO	$186,154	Same NTEE code T31, revenue within 2x, similar name
ALASKA COMMUNITY FOUNDATION	AK	T31	$38,911,412	$24,302,262	President/CEO	$252,148	Same NTEE code T31, revenue within 2x, similar name
NORTHERN NEW YORK COMMUNITY FOUNDATION INC	NY	T31	$16,886,995	$6,036,544	PRESIDENT & CEO	$227,984	Same NTEE code T31, revenue within 2x, similar name
MID-SHORE COMMUNITY FOUNDATION INC	MD	T31	$37,531,673	$14,238,836	PRESIDENT	$215,766	Same NTEE code T31, revenue within 2x, similar name
CENTRAL INDIANA COMMUNITY FOUNDATION INC	IN	T31	$48,459,276	$46,546,712	CEO	$480,694	Same NTEE code T31, revenue within 2x, similar name
FREMONT AREA COMMUNITY FOUNDATION	MI	T31	$15,175,959	$12,858,682	PRESIDENT AND CEO	$324,856	Same NTEE code T31, revenue within 2x, similar name
COMMUNITY FOUNDATION OF ACADIANA	LA	T31	$31,703,440	$23,755,186	CEO	$244,348	Same NTEE code T31, revenue within 2x, similar name
COMMUNITY FOUNDATION ALLIANCE INC	IN	T31	$23,051,770	$12,404,634	CEO/SECRETARY	$213,479	Same NTEE code T31, revenue within 2x, similar name
MADISON COMMUNITY FOUNDATION	WI	T31	$55,328,598	$19,022,281	PRESIDENT & CEO	$303,631	Same NTEE code T31, revenue within 2x, similar name
COMMUNITY FOUNDATION OF GREATER GREENSBORO INC	NC	T31	$19,207,070	$21,067,714	PRESIDENT	$310,335	Same NTEE code T31, revenue within 2x, similar name
PRINCETON AREA COMMUNITY FOUNDATION INC	NJ	T31	$20,887,454	$36,801,508	COO/CFO (interim CEO)	$332,188	Same NTEE code T31, revenue within 2x, similar name
STARK COMMUNITY FOUNDATION INC	OH	T31	$38,502,904	$22,042,441	PRESIDENT	$317,284	Same NTEE code T31, revenue within 2x, similar name
CENTRAL NEW YORK COMMUNITY FOUNDATION INC	NY	T31	$50,696,520	$31,016,629	PRESIDENT & CEO	$357,705	Same NTEE code T31, revenue within 2x, similar name
COMMUNITY FOUNDATION OF BROWARD INC	FL	T31	$55,146,534	$25,403,498	CEO/PRESIDENT	$423,704	Same NTEE code T31, revenue within 2x, similar name
OREGON JEWISH COMMUNITY FOUNDATION	OR	T31	$16,801,932	$9,558,416	PRESIDENT/CEO	$237,046	Same NTEE code T31, revenue within 2x, similar name
ST LOUIS COMMUNITY FOUNDATION	MO	T31	$15,393,173	$12,470,389	PRESIDENT & CEO	$438,780	Same NTEE code T31, revenue within 2x, similar name
CHESTER COUNTY COMMUNITY FOUNDATION INC	PA	T31	$21,125,233	$8,863,509	PRESIDENT/CEO	$251,085	Same NTEE code T31, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

Grantor	Type	Total given	Grants	Organizations funded	Years	Which ones
GREATER HORIZONS	DAF sponsor	$174,752,484	34	10	2010–2024	INDIAN RIVER COMMUNITY FOUNDATION; THE COMMUNITY FOUNDATION; NEVADA COMMUNITY FOUNDATION INC; COMMUNITY FOUNDATION OF ACADIANA and 6 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one	DAF sponsor	$144,339,210	632	97	2016–2024	WALKER AREA COMMUNITY FOUNDATION; VERMONT COMMUNITY FOUNDATION; ASPEN COMMUNITY FOUNDATION; FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC and 93 more
THE RALPH C WILSON JR FOUNDATION	Private foundation	$107,664,350	101	3	2020–2024	COMMUNITY FOUNDATION FOR GREATER BUFFALO INC; ANN ARBOR AREA COMMUNITY FOUNDATION; GRAND RAPIDS COMMUNITY FOUNDATION
W K KELLOGG FOUNDATION funds this one	Private foundation	$75,732,960	242	20	2009–2024	COMMUNITY FOUNDATION FOR MISSISSIPPI; SANTA FE COMMUNITY FOUNDATION; GRAND RAPIDS COMMUNITY FOUNDATION; NEW MEXICO COMMUNITY FOUNDATION and 16 more
DONOR ADVISED CHARITABLE GIVING funds this one	DAF sponsor	$73,105,658	564	93	2014–2024	COMMUNITY FOUNDATION OF WABASH COUNTY INC; WHITEFISH COMMUNITY FOUNDATION INC; COMMUNITY FOUNDATION OF ELKHART COUNTY INC; ST LOUIS COMMUNITY FOUNDATION and 89 more
SILICON VALLEY COMMUNITY FOUNDATION funds this one	DAF sponsor	$64,431,911	64	17	2010–2024	COMMUNITY FOUNDATION SANTA CRUZ COUNTY; WHITEFISH COMMUNITY FOUNDATION INC; SONOMA COUNTY COMMUNITY FOUNDATION; INTERNATIONAL COMMUNITY FOUNDATION and 13 more
NATIONAL PHILANTHROPIC TR funds this one	DAF sponsor	$61,706,773	215	65	2014–2024	GREATER TACOMA COMMUNITY FOUNDATION; COMMUNITY FOUNDATION OF ACADIANA; COMMUNITY FOUNDATION FOR GREATER BUFFALO INC; COMMUNITY FOUNDATION OF SOUTH GEORGIA INC and 61 more
HERBERT SIMON FAMILY FOUNDATION	Private foundation	$52,812,206	7	1	2020–2024	CENTRAL INDIANA COMMUNITY FOUNDATION INC
ALAN J ARNOLD MD CHARITABLE FOUNDATION	Private foundation	$34,303,013	2	1	2022–2023	NEVADA COMMUNITY FOUNDATION INC
TIGER BARON FOUNDATION INC	Private foundation	$32,502,268	5	1	2015–2024	VERMONT COMMUNITY FOUNDATION
RASMUSON FOUNDATION	Private foundation	$32,065,963	285	1	2012–2024	ALASKA COMMUNITY FOUNDATION
VANGUARD CHARITABLE ENDOWMENT PROGRAM	DAF sponsor	$28,097,815	193	71	2020–2024	CENTRAL INDIANA COMMUNITY FOUNDATION INC; YORK COUNTY COMMUNITY FOUNDATION; FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC; GREATER GREEN BAY COMMUNITY FOUNDATION INC and 67 more
INTERLAKEN FOUNDATION INC	Private foundation	$23,550,000	7	1	2017–2024	COMMUNITY FOUNDATION SANTA CRUZ COUNTY
LILLY ENDOWMENT INC	Private foundation	$23,083,050	37	7	2011–2025	WABASH VALLEY COMMUNITY FOUNDATION INC; JOHNSON COUNTY COMMUNITY FOUNDATION INC; COMMUNITY FOUNDATION OF THE OZARKS INC; COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC and 3 more
GREATER HOUSTON COMMUNITY FOUNDATION	DAF sponsor	$22,315,273	1,012	15	2010–2024	ALASKA COMMUNITY FOUNDATION; TRIANGLE COMMUNITY FOUNDATION; COMMUNITY FOUNDATION OF ACADIANA; CENTRAL CAROLINA COMMUNITY FOUNDATION and 11 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $18,100,777 spent · pay $2,474,952 · grants $10,809,611 · events $90,913

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$9,831,437	$9,831,437	-	-	54.3%
Fees: management		$2,429,739	-	$2,429,739	-	13.4%
Other salaries and wages		$1,468,562	$153,130	$636,041	$679,391	8.1%
Grants to US individuals		$978,174	$978,174	-	-	5.4%
Fees: investment management		$571,641	-	$571,641	-	3.2%
Pay: officers, directors, trustees, key employees		$558,050	$311,236	$146,458	$100,356	3.1%
Advertising and promotion		$311,634	$253,794	$47,750	$10,090	1.7%
Other (as described)	PROGRAM EXPENSES	$255,199	$255,199	-	-	1.4%
Other employee benefits		$215,181	$47,611	$87,474	$80,096	1.2%
Information technology		$190,655	$42,329	$109,401	$38,925	1.1%
Other (as described)	IMPACT LOAN EXPENSES	$157,851	$157,851	-	-	0.9%
Other (as described)	TRANSFER OF ASSETS	$156,230	$156,230	-	-	0.9%
Payroll taxes		$149,562	$31,929	$59,927	$57,706	0.8%
Fees: other services		$128,362	$31,769	$95,843	$750	0.7%
Occupancy		$128,150	$28,412	$75,024	$24,714	0.7%
Fees: accounting		$93,013	-	$93,013	-	0.5%
Conferences, conventions and meetings		$90,913	$24,363	$55,961	$10,589	0.5%
Travel		$89,432	$17,989	$29,233	$42,210	0.5%
Pension plan contributions		$83,597	$8,872	$37,164	$37,561	0.5%
All other expenses		$68,981	$12,797	$49,624	$6,560	0.4%
Other (as described)	DUES AND OTHER FEES	$65,930	$14,495	$49,771	$1,664	0.4%
Fees: lobbying		$30,125	$10,125	$20,000	-	0.2%
Office expenses		$26,340	$4,483	$20,784	$1,073	0.1%
Insurance		$13,610	-	$13,610	-	0.1%
Fees: legal		$8,409	$481	$7,928	-	0.0%
Total		$18,100,777				100%

View the filing

2023 · Form 990 · $14,805,586 spent · pay $2,239,493 · grants $9,040,167 · events $65,107

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$8,165,887	$8,165,887	-	-	55.2%
Fees: management		$2,044,800	-	$2,044,800	-	13.8%
Other salaries and wages		$1,305,880	$110,298	$583,379	$612,203	8.8%
Grants to US individuals		$874,280	$874,280	-	-	5.9%
Pay: officers, directors, trustees, key employees		$535,632	$295,144	$141,911	$98,577	3.6%
Fees: investment management		$415,737	-	$415,737	-	2.8%
Other employee benefits		$199,667	$34,818	$81,860	$82,989	1.3%
Other (as described)	LCF PROGRAM	$180,508	$180,508	-	-	1.2%
Information technology		$145,080	$38,643	$64,943	$41,494	1.0%
Payroll taxes		$131,265	$27,380	$53,138	$50,747	0.9%
Fees: other services		$118,801	$18,946	$96,355	$3,500	0.8%
Fees: accounting		$117,746	-	$117,746	-	0.8%
Occupancy		$112,796	$21,415	$64,544	$26,837	0.8%
Travel		$106,025	$13,421	$32,693	$59,911	0.7%
Advertising and promotion		$72,537	$17,777	$32,431	$22,329	0.5%
Pension plan contributions		$67,049	$5,672	$32,605	$28,772	0.5%
Conferences, conventions and meetings		$65,107	$24,484	$38,544	$2,079	0.4%
Other (as described)	DUES AND OTHER FEES	$54,663	$10,552	$42,466	$1,645	0.4%
Other (as described)	PRNTING AND PUBLICATION	$36,662	$7,330	$21,119	$8,213	0.2%
Office expenses		$25,125	$4,655	$17,576	$2,894	0.2%
Other (as described)	MISCELLANEOUS	$13,600	$2,249	$10,078	$1,273	0.1%
Insurance		$10,446	$26	$10,420	-	0.1%
All other expenses		$6,293	-	$6,293	-	0.0%
Total		$14,805,586				100%

View the filing

2022 · Form 990 · $12,332,748 spent · pay $1,984,814 · grants $6,926,027 · events $76,272

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$6,241,290	$6,241,290	-	-	50.6%
Fees: management		$1,799,808	-	$1,799,808	-	14.6%
Other salaries and wages		$1,130,436	$103,166	$555,932	$471,338	9.2%
Grants to US individuals		$684,737	$684,737	-	-	5.6%
Fees: investment management		$515,695	-	$515,695	-	4.2%
Pay: officers, directors, trustees, key employees		$512,193	$281,987	$135,747	$94,459	4.2%
Fees: other services		$216,708	$66,354	$146,354	$4,000	1.8%
Advertising and promotion		$176,477	$111,636	$58,763	$6,078	1.4%
Other employee benefits		$161,747	$27,052	$72,288	$62,407	1.3%
Information technology		$145,892	$36,456	$72,506	$36,930	1.2%
Occupancy		$121,698	$16,741	$81,120	$23,837	1.0%
Payroll taxes		$119,642	$26,301	$52,734	$40,607	1.0%
Fees: accounting		$83,349	-	$83,349	-	0.7%
Conferences, conventions and meetings		$76,272	$25,021	$39,240	$12,011	0.6%
Travel		$71,840	$10,347	$21,044	$40,449	0.6%
Pension plan contributions		$60,796	$1,010	$33,223	$26,563	0.5%
Other (as described)	DUES AND OTHER FEES	$53,316	$17,100	$35,472	$744	0.4%
Other (as described)	PRNTING AND PUBLICATION	$40,355	$9,894	$21,326	$9,135	0.3%
Other (as described)	LCF PROGRAM	$34,265	$34,265	-	-	0.3%
Fees: lobbying		$30,000	$5,000	$25,000	-	0.2%
Office expenses		$24,128	$4,342	$17,486	$2,300	0.2%
Other (as described)	MISCELLANEOUS	$13,016	$6,146	$5,792	$1,078	0.1%
Insurance		$9,718	$175	$9,543	-	0.1%
All other expenses		$5,010	-	$5,010	-	0.0%
Fees: legal		$4,360	-	$4,360	-	0.0%
Total		$12,332,748				100%

View the filing

2021 · Form 990 · $11,839,194 spent · pay $1,609,799 · grants $7,119,088 · events $45,398

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$6,556,021	$6,556,021	-	-	55.4%
Fees: management		$1,891,294	-	$1,891,294	-	16.0%
Other salaries and wages		$913,049	$111,581	$546,470	$254,998	7.7%
Fees: investment management		$607,420	-	$607,420	-	5.1%
Grants to US individuals		$563,067	$563,067	-	-	4.8%
Pay: officers, directors, trustees, key employees		$456,760	$246,663	$122,919	$87,178	3.9%
Information technology		$140,235	$28,921	$75,078	$36,236	1.2%
Occupancy		$100,570	$17,828	$62,853	$19,889	0.8%
Payroll taxes		$98,385	$24,926	$50,305	$23,154	0.8%
Other employee benefits		$98,242	$14,535	$51,898	$31,809	0.8%
Fees: accounting		$79,527	-	$79,527	-	0.7%
Fees: other services		$54,940	$26,500	$25,920	$2,520	0.5%
Conferences, conventions and meetings		$45,398	$6,062	$31,324	$8,012	0.4%
Other (as described)	DUES AND OTHER FEES	$44,899	$8,662	$35,604	$633	0.4%
Pension plan contributions		$43,363	$2,489	$30,986	$9,888	0.4%
Travel		$39,050	$4,616	$7,977	$26,457	0.3%
Other (as described)	PRNTING AND PUBLICATION	$36,336	$8,885	$19,662	$7,789	0.3%
Office expenses		$24,832	$5,957	$15,856	$3,019	0.2%
Other (as described)	MISCELLANEOUS	$20,178	$5,495	$7,595	$7,088	0.2%
Advertising and promotion		$14,888	$2,549	$7,539	$4,800	0.1%
Insurance		$9,250	-	$9,250	-	0.1%
Fees: legal		$1,490	-	$1,490	-	0.0%
Total		$11,839,194				100%

View the filing

2020 · Form 990 · $10,630,887 spent · pay $1,329,273 · grants $6,642,908 · events $21,588

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$6,236,340	$6,236,340	-	-	58.7%
Fees: management		$1,678,068	-	$1,678,068	-	15.8%
Other salaries and wages		$705,975	$108,101	$412,994	$184,880	6.6%
Pay: officers, directors, trustees, key employees		$451,800	$187,449	$176,360	$87,991	4.2%
Fees: investment management		$421,537	-	$421,537	-	4.0%
Grants to US individuals		$406,568	$406,568	-	-	3.8%
Information technology		$128,228	$29,155	$75,369	$23,704	1.2%
Occupancy		$93,455	$14,746	$64,753	$13,956	0.9%
Fees: other services		$91,100	$74,582	$16,518	-	0.9%
Payroll taxes		$80,735	$20,529	$41,265	$18,941	0.8%
Fees: accounting		$69,730	-	$69,730	-	0.7%
Other employee benefits		$55,430	$9,237	$23,335	$22,858	0.5%
Pension plan contributions		$35,333	$4,350	$23,432	$7,551	0.3%
Other (as described)	DUES AND OTHER FEES	$34,347	$4,908	$28,764	$675	0.3%
Other (as described)	PRNTING AND PUBLICATION	$29,213	$8,267	$18,349	$2,597	0.3%
Office expenses		$27,293	$6,727	$18,658	$1,908	0.3%
Other (as described)	MISCELLANEOUS	$22,234	$13,081	$8,758	$395	0.2%
Conferences, conventions and meetings		$21,588	$713	$18,040	$2,835	0.2%
Advertising and promotion		$13,454	$2,567	$8,887	$2,000	0.1%
Insurance		$8,838	-	$8,838	-	0.1%
Travel		$8,280	$2,826	$3,690	$1,764	0.1%
Fees: legal		$5,911	-	$5,911	-	0.1%
Fees: lobbying		$5,000	-	$5,000	-	0.0%
Depreciation and depletion		$304	-	$304	-	0.0%
Interest		$126	-	$126	-	0.0%
Total		$10,630,887				100%

View the filing

2019 · Form 990 · $8,433,188 spent · pay $1,199,354 · grants $4,892,727 · events $44,181

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$4,408,942	$4,408,942	-	-	52.3%
Fees: management		$1,295,146	-	$1,295,146	-	15.4%
Other salaries and wages		$725,294	$179,159	$326,993	$219,142	8.6%
Grants to US individuals		$483,785	$483,785	-	-	5.7%
Pay: officers, directors, trustees, key employees		$302,037	$60,412	$157,233	$84,392	3.6%
Fees: investment management		$299,940	-	$299,940	-	3.6%
Fees: other services		$185,164	$169,954	$15,210	-	2.2%
Information technology		$152,459	$9,660	$133,317	$9,482	1.8%
Occupancy		$127,077	$30,626	$77,609	$18,842	1.5%
Fees: accounting		$76,942	-	$76,942	-	0.9%
Payroll taxes		$76,421	$17,645	$35,758	$23,018	0.9%
Other employee benefits		$57,922	$13,264	$18,167	$26,491	0.7%
Conferences, conventions and meetings		$44,181	$5,732	$37,840	$609	0.5%
Pension plan contributions		$37,680	$9,411	$16,682	$11,587	0.4%
Travel		$34,833	$4,393	$18,306	$12,134	0.4%
Other (as described)	DUES AND OTHER FEES	$33,701	$4,277	$29,180	$244	0.4%
Office expenses		$21,652	$5,169	$14,641	$1,842	0.3%
Other (as described)	PRNTING AND PUBLICATION	$18,041	$8,307	$9,007	$727	0.2%
Other (as described)	MISCELLANEOUS	$13,970	$3,153	$9,651	$1,166	0.2%
Depreciation and depletion		$13,550	-	$13,550	-	0.2%
Advertising and promotion		$12,410	$3,506	$8,404	$500	0.1%
Insurance		$9,125	$911	$8,214	-	0.1%
Fees: legal		$2,717	-	$2,717	-	0.0%
Interest		$199	-	$199	-	0.0%
Total		$8,433,188				100%

View the filing

2018 · Form 990 · $7,299,570 spent · pay $1,287,037 · grants $3,743,556 · events $78,773

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$3,411,160	$3,411,160	-	-	46.7%
Fees: management		$1,210,436	-	$1,210,436	-	16.6%
Other salaries and wages		$826,392	$223,303	$303,422	$299,667	11.3%
Grants to US individuals		$332,396	$332,396	-	-	4.6%
Pay: officers, directors, trustees, key employees		$264,678	$52,936	$140,421	$71,321	3.6%
Fees: investment management		$253,148	-	$253,148	-	3.5%
Fees: other services		$141,461	$116,297	$24,664	$500	1.9%
Occupancy		$121,273	$27,279	$69,225	$24,769	1.7%
Information technology		$110,301	$10,526	$88,592	$11,183	1.5%
Conferences, conventions and meetings		$78,773	$19,205	$56,273	$3,295	1.1%
Payroll taxes		$77,837	$20,521	$32,039	$25,277	1.1%
Other employee benefits		$70,204	$11,821	$25,354	$33,029	1.0%
Fees: accounting		$57,542	-	$57,542	-	0.8%
Travel		$53,314	$15,773	$19,320	$18,221	0.7%
Advertising and promotion		$49,914	$26,455	$13,239	$10,220	0.7%
Pension plan contributions		$47,926	$13,198	$18,237	$16,491	0.7%
Other (as described)	TRANSFER OF ASSETS	$36,583	$36,583	-	-	0.5%
Other (as described)	MISCELLANEOUS	$36,542	$21,041	$13,497	$2,004	0.5%
Other (as described)	DUES AND OTHER FEES	$33,470	$4,253	$28,438	$779	0.5%
Other (as described)	PRNTING AND PUBLICATION	$20,008	$3,568	$14,105	$2,335	0.3%
Depreciation and depletion		$16,554	-	$16,554	-	0.2%
Office expenses		$15,792	$3,944	$9,399	$2,449	0.2%
Fees: lobbying		$15,450	-	$15,450	-	0.2%
Insurance		$9,061	$175	$8,886	-	0.1%
Fees: legal		$7,947	-	$7,947	-	0.1%
All other expenses		$1,250	$1,250	-	-	0.0%
Interest		$158	-	$158	-	0.0%
Total		$7,299,570				100%

View the filing

2017 · Form 990 · $7,801,194 spent · pay $1,316,028 · grants $4,347,753 · events $73,584

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$3,979,893	$3,979,893	-	-	51.0%
Fees: management		$1,101,518	-	$1,101,518	-	14.1%
Other salaries and wages		$824,635	$292,947	$256,397	$275,291	10.6%
Grants to US individuals		$367,860	$367,860	-	-	4.7%
Pay: officers, directors, trustees, key employees		$287,691	$57,538	$150,161	$79,992	3.7%
Fees: investment management		$259,367	-	$259,367	-	3.3%
Fees: other services		$164,829	$102,850	$61,735	$244	2.1%
Advertising and promotion		$111,916	$30,959	$65,798	$15,159	1.4%
Occupancy		$83,936	$25,036	$34,284	$24,616	1.1%
Payroll taxes		$80,933	$24,362	$31,121	$25,450	1.0%
Office expenses		$78,471	$15,020	$53,361	$10,090	1.0%
Other employee benefits		$74,997	$21,304	$29,912	$23,781	1.0%
Conferences, conventions and meetings		$73,584	$26,281	$40,215	$7,088	0.9%
Travel		$59,043	$19,940	$20,782	$18,321	0.8%
Other (as described)	MISCELLANEOUS	$57,170	$10,967	$44,686	$1,517	0.7%
Fees: accounting		$52,893	-	$52,893	-	0.7%
Information technology		$48,611	$9,887	$29,846	$8,878	0.6%
Pension plan contributions		$47,772	$15,641	$16,871	$15,260	0.6%
Depreciation and depletion		$18,635	-	$18,635	-	0.2%
Fees: legal		$11,879	-	$4,348	$7,531	0.2%
Insurance		$9,249	-	$9,249	-	0.1%
Other (as described)	RETURN OF ENDOWMENTS	$6,312	$6,312	-	-	0.1%
Total		$7,801,194				100%

View the filing

2016 · Form 990 · $6,949,806 spent · pay $1,189,734 · grants $3,743,316 · events $59,051

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$3,272,036	$3,272,036	-	-	47.1%
Fees: management		$956,153	-	$956,153	-	13.8%
Other salaries and wages		$680,409	$227,098	$201,387	$251,924	9.8%
Grants to US individuals		$471,280	$471,280	-	-	6.8%
Pay: officers, directors, trustees, key employees		$323,463	$64,692	$177,159	$81,612	4.7%
Fees: investment management		$240,197	-	$240,197	-	3.5%
Information technology		$111,183	$14,265	$87,164	$9,754	1.6%
Fees: other services		$104,612	$74,617	$29,195	$800	1.5%
Advertising and promotion		$92,264	$29,067	$48,049	$15,148	1.3%
Occupancy		$88,495	$19,155	$35,326	$34,014	1.3%
Payroll taxes		$75,110	$20,740	$29,979	$24,391	1.1%
Other employee benefits		$74,879	$17,874	$35,393	$21,612	1.1%
Office expenses		$70,610	$14,287	$47,142	$9,181	1.0%
Other (as described)	Miscellaneous	$59,877	$8,343	$49,033	$2,501	0.9%
Conferences, conventions and meetings		$59,051	$35,033	$20,914	$3,104	0.8%
Other (as described)	Return of Endowments	$57,603	$57,603	-	-	0.8%
Fees: accounting		$51,307	-	$51,307	-	0.7%
Travel		$49,642	$15,275	$10,937	$23,430	0.7%
Fees: legal		$43,279	-	$42,069	$1,210	0.6%
Pension plan contributions		$35,873	$11,845	$11,256	$12,772	0.5%
Depreciation and depletion		$23,029	-	$23,029	-	0.3%
Insurance		$9,454	-	$9,454	-	0.1%
Total		$6,949,806				100%

View the filing

2015 · Form 990 · $7,141,251 spent · pay $1,021,649 · grants $4,131,888 · events $35,427

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$3,492,384	$3,492,384	-	-	48.9%
Fees: management		$949,340	-	$949,340	-	13.3%
Grants to US individuals		$639,504	$639,504	-	-	9.0%
Other salaries and wages		$633,061	$174,508	$243,084	$215,469	8.9%
Fees: investment management		$407,020	-	$407,020	-	5.7%
Pay: officers, directors, trustees, key employees		$237,813	$47,563	$125,648	$64,602	3.3%
Office expenses		$81,580	$18,160	$51,116	$12,304	1.1%
Occupancy		$73,755	$26,706	$24,358	$22,691	1.0%
Advertising and promotion		$72,150	$7,867	$45,960	$18,323	1.0%
Payroll taxes		$62,652	$15,060	$28,013	$19,579	0.9%
Fees: other services		$60,418	$29,030	$30,663	$725	0.8%
Information technology		$58,958	$14,073	$33,791	$11,094	0.8%
Other employee benefits		$58,549	$14,784	$24,934	$18,831	0.8%
Travel		$58,172	$16,592	$22,266	$19,314	0.8%
Other (as described)	Miscellaneous	$57,404	$14,067	$40,241	$3,096	0.8%
Other (as described)	Return of Endowments	$49,736	$49,736	-	-	0.7%
Fees: accounting		$40,456	-	$40,456	-	0.6%
Conferences, conventions and meetings		$35,427	$11,047	$20,066	$4,314	0.5%
Pension plan contributions		$29,574	$8,137	$11,042	$10,395	0.4%
Depreciation and depletion		$26,527	-	$26,527	-	0.4%
Fees: legal		$9,302	$983	$7,441	$878	0.1%
Insurance		$7,469	-	$7,469	-	0.1%
Total		$7,141,251				100%

View the filing

2014 · Form 990 · $6,345,714 spent · pay $745,585 · grants $3,675,708 · events $57,117

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$3,540,258	$3,540,258	-	-	55.8%
Fees: management		$872,662	-	$872,662	-	13.8%
Fees: investment management		$418,672	-	$418,672	-	6.6%
Other salaries and wages		$373,218	$91,655	$151,287	$130,276	5.9%
Pay: officers, directors, trustees, key employees		$267,029	$43,538	$128,825	$94,666	4.2%
Grants to US individuals		$135,450	$135,450	-	-	2.1%
Fees: other services		$128,175	$94,424	$33,001	$750	2.0%
Advertising and promotion		$72,400	$10,397	$59,135	$2,868	1.1%
Office expenses		$62,998	$17,106	$40,846	$5,046	1.0%
Conferences, conventions and meetings		$57,117	$35,345	$16,425	$5,347	0.9%
Other (as described)	MISCELLANEOUS	$50,676	$17,982	$31,757	$937	0.8%
Other (as described)	RETURN OF ENDOWMENTS	$48,310	$48,310	-	-	0.8%
Information technology		$46,944	$12,538	$27,653	$6,753	0.7%
Payroll taxes		$46,292	$10,032	$20,153	$16,107	0.7%
Fees: accounting		$45,656	-	$45,656	-	0.7%
Other employee benefits		$42,726	$12,308	$17,863	$12,555	0.7%
Travel		$42,156	$20,201	$10,667	$11,288	0.7%
Occupancy		$40,800	$8,062	$27,733	$5,005	0.6%
Depreciation and depletion		$19,097	-	$19,097	-	0.3%
Pension plan contributions		$16,320	$4,369	$7,541	$4,410	0.3%
Fees: legal		$11,742	-	$4,015	$7,727	0.2%
Insurance		$7,016	$381	$6,445	$190	0.1%
Total		$6,345,714				100%

View the filing

2013 · Form 990 · $6,067,611 spent · pay $480,408 · grants $3,235,573 · events $193,232

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$3,235,573	$3,235,573	-	-	53.3%
Fees: management		$808,941	-	$808,941	-	13.3%
Fees: other services		$610,567	$465,486	$145,081	-	10.1%
Fees: investment management		$373,902	-	$373,902	-	6.2%
Other salaries and wages		$213,460	$80,215	$98,479	$34,766	3.5%
Pay: officers, directors, trustees, key employees		$200,836	$41,932	$117,521	$41,383	3.3%
Conferences, conventions and meetings		$193,232	$179,485	$12,072	$1,675	3.2%
Other (as described)	MISCELLANEOUS	$76,418	$58,072	$18,346	-	1.3%
Information technology		$45,830	$10,609	$35,221	-	0.8%
Office expenses		$42,285	$19,358	$20,999	$1,928	0.7%
Occupancy		$41,295	$9,939	$31,356	-	0.7%
Fees: accounting		$36,372	$2,149	$34,223	-	0.6%
Payroll taxes		$30,483	$9,044	$15,434	$6,005	0.5%
Other (as described)	RETURN OF ENDOWMENTS	$30,212	$30,212	-	-	0.5%
Travel		$27,708	$11,842	$12,894	$2,972	0.5%
Other employee benefits		$25,879	$10,191	$13,122	$2,566	0.4%
Depreciation and depletion		$20,700	-	$20,700	-	0.3%
Advertising and promotion		$18,695	$9,748	$6,875	$2,072	0.3%
Pension plan contributions		$9,750	$4,502	$3,934	$1,314	0.2%
Insurance		$8,873	$2,675	$6,198	-	0.1%
Fees: legal		$7,815	-	$7,815	-	0.1%
Other (as described)	PRINTING & PUBLICATIONS	$7,675	$7,019	$656	-	0.1%
Other (as described)	ADVOCACY SUPPORT	$1,110	$1,110	-	-	0.0%
Total		$6,067,611				100%

View the filing

2012 · Form 990 · $4,995,197 spent · pay $441,773 · grants $2,479,697 · events $142,968

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$2,479,697	$2,479,697	-	-	49.6%
Fees: management		$732,462	-	$732,462	-	14.7%
Fees: other services		$463,009	$421,537	$41,472	-	9.3%
Fees: investment management		$334,141	-	$334,141	-	6.7%
Pay: officers, directors, trustees, key employees		$205,658	$32,772	$154,349	$18,537	4.1%
Other salaries and wages		$176,765	$77,963	$78,903	$19,899	3.5%
Conferences, conventions and meetings		$142,968	$137,680	$5,288	-	2.9%
Other (as described)	RETURN OF ENDOWMENTS	$70,964	$70,964	-	-	1.4%
Other (as described)	MISCELLANEOUS	$63,545	$55,422	$8,123	-	1.3%
Occupancy		$42,241	$13,090	$29,151	-	0.8%
Office expenses		$38,467	$20,058	$17,827	$582	0.8%
Fees: accounting		$35,499	-	$35,499	-	0.7%
Information technology		$28,422	$9,706	$18,716	-	0.6%
Fees: legal		$27,172	-	$27,172	-	0.5%
Payroll taxes		$24,583	$7,627	$14,570	$2,386	0.5%
Other employee benefits		$24,018	$9,833	$11,931	$2,254	0.5%
Other (as described)	PRINTING & PUBLICATIONS	$22,273	$5,055	$17,218	-	0.4%
Depreciation and depletion		$21,474	-	$21,474	-	0.4%
Travel		$19,582	$13,878	$5,100	$604	0.4%
Pension plan contributions		$10,749	$4,624	$4,895	$1,230	0.2%
Advertising and promotion		$10,463	$4,772	$5,613	$78	0.2%
Fees: lobbying		$10,006	-	$10,006	-	0.2%
Insurance		$8,190	$2,387	$5,803	-	0.2%
Other (as described)	ADVOCACY SUPPORT	$2,849	$1,326	$1,523	-	0.1%
Total		$4,995,197				100%

View the filing

2011 · Form 990 · $4,674,299 spent · pay $447,292 · grants $2,567,904 · events $98,376

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$2,567,904	$2,567,904	-	-	54.9%
Fees: management		$693,883	-	$693,883	-	14.8%
Fees: investment management		$317,419	-	$317,419	-	6.8%
Other salaries and wages		$226,068	$79,217	$131,390	$15,461	4.8%
Pay: officers, directors, trustees, key employees		$157,873	$23,682	$110,510	$23,681	3.4%
Other (as described)	RETURN OF ENDOWMENTS	$148,234	$148,234	-	-	3.2%
Fees: other services		$133,842	$126,174	$7,668	-	2.9%
Conferences, conventions and meetings		$98,376	$47,586	$50,790	-	2.1%
Other (as described)	MISCELLANEOUS	$42,476	$34,967	$7,509	-	0.9%
Occupancy		$40,665	$10,676	$29,989	-	0.9%
Fees: accounting		$33,405	-	$33,405	-	0.7%
Information technology		$30,126	$8,852	$21,274	-	0.6%
Office expenses		$29,625	$13,520	$16,105	-	0.6%
Other employee benefits		$27,107	$8,921	$16,731	$1,455	0.6%
Payroll taxes		$26,626	$7,146	$16,967	$2,513	0.6%
Travel		$22,604	$8,887	$4,030	$9,687	0.5%
Depreciation and depletion		$21,327	-	$21,327	-	0.5%
Other (as described)	PRINTING & PUBLICATIONS	$17,695	$5,990	$11,705	-	0.4%
Advertising and promotion		$16,762	$9,895	$4,537	$2,330	0.4%
Pension plan contributions		$9,618	$2,950	$6,565	$103	0.2%
Insurance		$6,451	$946	$5,505	-	0.1%
Other (as described)	ADVOCACY SUPPORT	$5,672	$3,623	$2,049	-	0.1%
Fees: legal		$541	-	$541	-	0.0%
Total		$4,674,299				100%

View the filing

2010 · Form 990 · $5,231,308 spent · pay $416,859 · grants $2,515,367 · events $17,586

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$2,515,367	$2,515,367	-	-	48.1%
Other (as described)	INTRAFUND MNGMT. FEES	$985,363	-	$985,363	-	18.8%
Other (as described)	RETURN OF ENDOWMENTS	$524,675	$524,675	-	-	10.0%
Fees: investment management		$394,426	-	$394,426	-	7.5%
Other salaries and wages		$186,974	$31,094	$155,880	-	3.6%
Pay: officers, directors, trustees, key employees		$171,320	$28,736	$119,924	$22,660	3.3%
Other (as described)	ADVOCACY SUPPORT	$77,892	$77,892	-	-	1.5%
Fees: accounting		$55,888	-	$55,888	-	1.1%
Depreciation and depletion		$41,152	-	$41,152	-	0.8%
Occupancy		$37,739	$11,472	$26,267	-	0.7%
Fees: lobbying		$35,445	$35,445	-	-	0.7%
Payroll taxes		$25,415	$5,635	$18,319	$1,461	0.5%
Other employee benefits		$25,189	$4,793	$20,396	-	0.5%
Information technology		$24,694	$9,081	$15,613	-	0.5%
Office expenses		$24,224	$5,603	$18,621	-	0.5%
Travel		$19,737	$2,110	$8,111	$9,516	0.4%
Other (as described)	MISCELLANEOUS	$19,595	$2,383	$17,212	-	0.4%
Conferences, conventions and meetings		$17,586	$3,819	$13,767	-	0.3%
Other (as described)	PRINTING & PUBLICATIONS	$14,198	-	$14,198	-	0.3%
Fees: other services		$10,805	$4,882	$5,923	-	0.2%
Pension plan contributions		$7,961	$1,420	$6,541	-	0.2%
Advertising and promotion		$5,776	$139	$2,551	$3,086	0.1%
Fees: legal		$5,191	-	$5,191	-	0.1%
Insurance		$4,696	-	$4,696	-	0.1%
Total		$5,231,308				100%

View the filing

2009 · Form 990 · $4,328,977 spent · pay $372,963 · grants $2,298,286 · events $25,267

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$2,298,286	$2,298,286	-	-	53.1%
Fees: other services		$854,511	$2,195	$852,316	-	19.7%
Fees: investment management		$339,957	-	$339,957	-	7.9%
Other salaries and wages		$187,593	$58,175	$129,418	-	4.3%
Other (as described)	Advocacy Support	$124,111	$124,111	-	-	2.9%
Pay: officers, directors, trustees, key employees		$109,176	$15,449	$78,277	$15,450	2.5%
Depreciation and depletion		$59,087	-	$59,087	-	1.4%
Other (as described)	Return of Endowments	$49,711	$49,711	-	-	1.1%
Occupancy		$48,370	-	$48,370	-	1.1%
Other employee benefits		$44,140	-	$44,140	-	1.0%
Office expenses		$30,619	$2,599	$28,020	-	0.7%
Information technology		$27,880	$6	$27,874	-	0.6%
Conferences, conventions and meetings		$25,267	$2,903	$22,364	-	0.6%
Payroll taxes		$24,522	$6,215	$17,036	$1,271	0.6%
Other (as described)	Printing & Publications	$21,949	$2,675	$19,274	-	0.5%
Fees: accounting		$18,970	-	$18,970	-	0.4%
Other (as described)	Donor Development	$16,749	-	-	$16,749	0.4%
Advertising and promotion		$13,198	$8,487	$4,711	-	0.3%
Other (as described)	Miscellaneous	$12,115	$3,673	$8,442	-	0.3%
Travel		$11,001	$762	$10,239	-	0.3%
Pension plan contributions		$7,532	-	$7,532	-	0.2%
Insurance		$2,300	-	$2,300	-	0.1%
Fees: legal		$1,933	-	$1,933	-	0.0%
Total		$4,328,977				100%

View the filing

Donor-advised funds

Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.

As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Maintains DAFs	DAFs held	Contributions	Grants	Value at year end	Other funds held	Other contributions	Other grants	Other value at year end
2024 · Form 990 view filing
Yes	193	$8,319,241	$3,687,871	$58,932,657	76	$2,245,517	$1,486,231	$29,230,716
2023 · Form 990 view filing
Yes	177	$3,199,249	$2,584,898	$46,880,999	75	$1,586,012	$1,169,961	$25,178,392
2022 · Form 990 view filing
Yes	163	$1,979,397	$2,243,677	$40,831,773	76	$628,660	$998,078	$23,272,275
2021 · Form 990 view filing
Yes	162	$3,449,976	$3,652,482	$37,989,333	76	$1,711,364	$700,617	$22,951,428
2020 · Form 990 view filing
Yes	152	$3,216,962	$3,494,434	$41,043,847	72	$1,336,544	$537,469	$16,611,322
2019 · Form 990 view filing
Yes	135	$312,982	$1,637,467	$30,982,895	71	$39,004	$619,930	$12,576,102
2018 · Form 990 view filing
Yes	119	$226,096	$1,134,068	$28,372,660	68	$61,046	$118,439	$9,869,400
2017 · Form 990 view filing
Yes	108	$6,737,304	$1,782,790	$23,458,997	67	$162,273	$509,976	$9,665,516
2016 · Form 990 view filing
Yes	95	$2,115,132	$848,874	$17,383,645	68	$635,032	$497,261	$9,644,060
2015 · Form 990 view filing
Yes	96	$1,195,796	$1,632,135	$15,188,562	81	$215,425	$664,316	$9,094,474
2014 · Form 990 view filing
Yes	75	$2,211,879	$1,341,057	$15,575,264	70	$1,254,928	$237,615	$9,564,413
2013 · Form 990 view filing
Yes	67	$1,753,744	$1,027,909	$13,666,200	68	$254,697	$621,418	$8,266,183
2012 · Form 990 view filing
Yes	67	$460,513	$621,340	$11,807,640	-	-	-	-
2011 · Form 990 view filing
Yes	76	$382,660	$484,186	$10,935,162	-	-	-	-
2010 · Form 990 view filing
Yes	75	$997,095	-$558,810	$11,309,065	-	-	-	-
2009 · Form 990 view filing
Yes	67	$235,438	$645,178	$9,688,450	-	-	-	-

MONTANA COMMUNITY FOUNDATION INC DAF sponsor

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Officers and directors, no compensation reported

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Highest-paid independent contractors

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Where the money went

Donor-advised funds

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