Civic Intelligence

Forward Montana

990 • Fiscal year 2019 • EIN 13-4285849

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 16, 2020

PO Box 2817Missoula, MT 59806

(406) 542-8683

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.20x

Higher debt load relative to assets than 82% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

0.19x

Higher debt load relative to revenue than 83% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$17,515

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

34th percentile

-5.0%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-52%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$140,937

Down $7,361 (-5.0%) from 2018

Net Assets

Down

$113,307

Down $32,484 (-22%) from 2018

Liabilities

Up

$27,630

Up $25,123 (+1002%) from 2018

Revenue

Down

$143,988

Down $159,027 (-52%) from 2018

Expenses

Down

$176,472

Down $33,864 (-16%) from 2018

Net Income

Down

-$32,484

Down $125,163 (-135%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0-$500KAssets 2010: $7,267Liabilities 2010: $8,927Net Assets 2010: -$1,6602010Assets 2011: $2,287Liabilities 2011: $17,027Net Assets 2011: -$14,7402011Assets 2012: $21,220Liabilities 2012: $6,6162012Assets 2013: $42,807Net Assets 2013: $42,8072013Assets 2014: $68,175Net Assets 2014: $68,1752014Assets 2015: $35,958Net Assets 2015: $35,9582015Assets 2016: $43,738Liabilities 2016: $2,303Net Assets 2016: $41,4352016Assets 2017: $56,479Liabilities 2017: $3,367Net Assets 2017: $53,1122017Assets 2018: $148,298Liabilities 2018: $2,507Net Assets 2018: $145,7912018Assets 2019: $140,937Liabilities 2019: $27,630Net Assets 2019: $113,3072019Assets 2020: $662,645Liabilities 2020: $59,735Net Assets 2020: $602,9102020Assets 2021: $577,953Liabilities 2021: $43,268Net Assets 2021: $534,6852021Assets 2022: $487,551Liabilities 2022: $123,321Net Assets 2022: $364,2302022Assets 2023: $774,315Liabilities 2023: $71,982Net Assets 2023: $702,3332023Assets 2024: $1,044,188Liabilities 2024: $94,900Net Assets 2024: $949,2882024

Highlighted filing

2019

Assets$140,937
Liabilities$27,630
Net Assets$113,307

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $82,452Expenses 2010: $81,858Net Income 2010: $5942010Revenue 2011: $69,321Expenses 2011: $82,401Net Income 2011: -$13,0802011Revenue 2012: $127,594Expenses 2012: $98,250Net Income 2012: $29,3442012Revenue 2013: $86,337Expenses 2013: $80,056Net Income 2013: $6,2812013Revenue 2014: $151,921Expenses 2014: $126,553Net Income 2014: $25,3682014Revenue 2015: $89,976Expenses 2015: $122,193Net Income 2015: -$32,2172015Revenue 2016: $112,962Expenses 2016: $107,485Net Income 2016: $5,4772016Revenue 2017: $84,986Expenses 2017: $73,309Net Income 2017: $11,6772017Revenue 2018: $303,015Expenses 2018: $210,336Net Income 2018: $92,6792018Revenue 2019: $143,988Expenses 2019: $176,472Net Income 2019: -$32,4842019Revenue 2020: $1,001,933Expenses 2020: $525,368Net Income 2020: $476,5652020Revenue 2021: $305,222Expenses 2021: $373,447Net Income 2021: -$68,2252021Revenue 2022: $536,721Expenses 2022: $707,176Net Income 2022: -$170,4552022Revenue 2023: $1,478,619Expenses 2023: $1,113,834Net Income 2023: $364,7852023Revenue 2024: $2,820,883Expenses 2024: $2,573,928Net Income 2024: $246,9552024

Highlighted filing

2019

Revenue$143,988
Expenses$176,472
Net Income-$32,484
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 16, 2020
Return Version
2019v5.1
Gross Receipts
$143,988
Mission and Program Overview

Mission

Train, mobilize, and elect the next generation of young leaders in the state of montana.

Building the political power with & for young montanans by driving a culture of civic engagement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$108,521$85,089▼ $23,432
Savings and Temporary Cash Investments$22,157$22,250▲ $93
Accounts Receivable-$29-
Total Assets$148,298$140,937▼ $7,361
Other Assets Total$17,620$33,569▲ $15,949
Liabilities
Accounts Payable and Accrued Expenses$2,507$27,630▲ $25,123
Total Liabilities$2,507$27,630▲ $25,123
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$145,791$88,307▼ $57,484
Net Assets With Donor Restrictions-$25,000-
Total Net Assets Fund Balance$145,791$113,307▼ $32,484
Total Liabilities and Net Assets / Fund Balance$148,298$140,937▼ $7,361

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$33,569--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel Huff DoriaOutgoing Executive DirectorPT$17,158$357$17,515
Kiersten IwaiIncoming Executive DirectorPT$2,963$100$3,063

Board Members and Trustees

NameTitle
Allie HayPresident
Brenna DavisVice President
Anna LucasDirector
Emily HarrisDirector
Garrett LankfordDirector
Leah BerryDirector
Nathalie WaglerDirector
Sapphire CarterDirector
Stephanie BaucusDirector
Aubrey BertramSecretary
Matt KellyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$132,521
Program Service Revenue
$11,373
Investment Income
$94
Other Revenue
$0
All Other Contributions
$132,521
Change in Net Assets
$-32,484
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$130,059
Other Expenses$46,413
Total Fundraising Expense$40,325
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$47,804$16,793$19,399$83,996
Current Officers, Directors, Trustees, and Key Employees$11,848$4,045$4,685$20,578
Other Employee Benefits$14,023$795$1,334$16,152
Office Expenses$7,981$1,027$3,190$12,198
Payroll Taxes$5,201$1,982$2,150$9,333
Occupancy$4,269$1,061$1,658$6,988
Travel$3,675$831$2,154$6,660
Advertising$1,726$118$1,759$3,603
Fees for Services Accounting$937$2,236$369$3,542
Information Technology$932$1,172$1,360$3,464
Fees for Services Other$180$2,100$103$2,383
Insurance$449$295$337$1,081
Other Expenses$12$12$156$12
Total Functional Expenses$101,769$34,378$40,325$176,472
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$4,571
Section 527 Activity Spending$4,571
Total Exempt Function Spending$4,571
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

There are two classes of membership: voting membership and associate membership.

Form 990, Part VI, Section A, Line 7A

Associate members shall have no voting rights in the organization. Voting members in good standing shall be entitled to vote in each election for the board of directors.

Form 990, Part VI, Section B, Line 11B

The return is presented to the board for review and approval before filing.

Form 990, Part VI, Section B, Line 12C

Board members are required to sign a form indicating that they have read and understand forward montana's conflict of interest policy and procedures on an annual basis. On this form, board members disclose any possible conflicts of interests in accordance with the written policy. Members are prompted to address issues related to organizational interests, business interests and other significant involvement related to themselves or their immediate family members.

Form 990, Part VI, Section B, Line 15

The process for determining compensation of the organization's executive director and all other employees is completed in accordance with the organization's manual which states the following: - the board, or an independent body determined by the board, must approve the compensation level. The person receiving the compensation should not be part of the process. - the board, or independent body, must make use of data showing how much similar organizations are paying executive directors or comparable positions to determine that the compensation is reasonable; and - the board, or independent body, must properly document and report the decision-making process and compensation including who is involved in the process, comparable compensation data used, and minutes of any and all meetings.

Form 990, Part VI, Section C, Line 19

Forward montana makes its governing documents, conflict of interest policy, and financial statements available to the public upon request at its offices.

Filing and Contact Details

Filer

Filer Name
Forward Montana
EIN
13-4285849
Phone
4065428683
Address
PO BOX 2817, MISSOULA, MT 59806

Signing Officer

Name
Kiersten Iwai
Title
Executive Director
Phone
4065428683
Signed
2020-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kiersten Iwai
Formed
2004
Legal Domicile
Mt
Voting Board Members
11
Independent Board Members
11
Employees
27
Volunteers
771

Preparer

Firm
Wipfli Llp
Address
101 EAST FRONT STREET 301, MISSOULA, MT 59802
Preparer
Philip L Yasenak CPA
Phone
4067281800
Supplemental Narrative

Additional Explanations

Form 990 - Cost Sharing Agreement & Common Paymaster

Forward montana and forward montana foundation (a 501(c)(3) organization) have entered into a cost sharing agreement to minimize duplicated expenses and to carry out their complimentary missions in an economical and efficient manner through the sharing of employees, office space, and equipment. Forward montana handles all the payroll tax reporting. All 27 employees are shared by the two organizations so forward montana is considered the common paymaster. The number of w-2s issued by the common paymaster (27) has been disclosed on part v, line 2a in accordance with the 990 instructions. Compensation from the common paymaster has also been reported on parts vii and ix in accordance with the 990 instructions.

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IRS990/Desc02019 WAS A YEAR OF TRANSITION AND GROWTH FOR THE ORGANIZATION. NOT ONLY DID WE GRACEFULLY TRANSITION KEY LEADERSHIP AND ADMINISTRATIVE POSITIONS, BUT WE ALSO EXPANDED OUR PROGRAM CAPACITY.LEADERSHIP DEVELOPMENTWE GRADUATED 34 INTERNS OVER THE COURSE OF THE YEAR. SHARED WITH OUR SISTER ORGANIZATION, FORWARD MONTANA FOUNDATION, THESE INTERNS GAINED HANDS-ON EXPERIENCE AND CLASSROOM KNOWLEDGE IN GRASSROOTS ORGANIZING, STRATEGY, AND TACTICS GROUNDED IN EQUITY AND JUSTICE.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990/MissionDesc0FORWARD MONTANA BUILDS THE POLITICAL POWER WITH AND FOR YOUNG MONTANANS BY DRIVING A CULTURE OF CIVIC ENGAGEMENT, ELECTING LEADERS, AND PASSING POLICIES THAT ARE REPRESENTATIVE OF THE NEEDS AND VISION OF OUR GENERATION.
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01027
IRS990/OfficeExpensesGrp/ProgramServicesAmt07981
IRS990/OfficeExpensesGrp/TotalAmt012198
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt017620
IRS990/OtherAssetsTotalGrp/EOYAmt033569
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01334
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0795
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014023
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016152
IRS990/OtherExpensesGrp/Desc0FACILITIES RENTAL & CAT
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2STAFF TRAINING & DEVELO
IRS990/OtherExpensesGrp/Desc3MT SOS ANNUAL REPORT
IRS990/OtherExpensesGrp/FundraisingAmt01671
IRS990/OtherExpensesGrp/FundraisingAmt1156
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01489
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1194
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2228
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt312
IRS990/OtherExpensesGrp/ProgramServicesAmt02141
IRS990/OtherExpensesGrp/ProgramServicesAmt1591
IRS990/OtherExpensesGrp/ProgramServicesAmt212
IRS990/OtherExpensesGrp/TotalAmt05301
IRS990/OtherExpensesGrp/TotalAmt1941
IRS990/OtherExpensesGrp/TotalAmt2240
IRS990/OtherExpensesGrp/TotalAmt312
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019399
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016793
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt047804
IRS990/OtherSalariesAndWagesGrp/TotalAmt083996
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02150
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01982
IRS990/PayrollTaxesGrp/ProgramServicesAmt05201
IRS990/PayrollTaxesGrp/TotalAmt09333
IRS990/PoliticalCampaignActyInd01
IRS990/PrincipalOfficerNm0KIERSTEN IWAI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0VOTER MOBILIZATION
IRS990/ProgramServiceRevenueGrp/Desc1ISSUE ADVOCACY
IRS990/ProgramServiceRevenueGrp/Desc2OTHER PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010691
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1650
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt232
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010691
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt232
IRS990/ProgSrvcAccomActy2Grp/Desc0ISSUE ADVOCACYWE CONTINUED TO ADVOCATE ON ISSUES THAT YOUNG PEOPLE CARE ABOUT LIKE PROTECTING OUR PUBLIC LANDS AND ADVANCING LGTBQ+ EQUALITY. IN BILLINGS, OUR TEAM LED ORGANIZING EFFORTS TO PASS A CITY-WIDE NON-DISCRIMINATION ORDINANCE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt032874
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0650
IRS990/ProgSrvcAccomActy3Grp/Desc0VOTER EDUCATION AND MOBILIZATIONIN 2019, FORWARD MONTANA RAN A ROBUST VOTER EDUCATION AND MOBILIZATION PROGRAM TO TURN YOUNG PEOPLE OUT TO THEIR MUNICIPAL ELECTIONS. WE HOSTED A CANDIDATE FORUM IN BOZEMAN AND DISTRIBUTED 12,000 VOTER GUIDES THAT MADE UNDERSTANDING CITY ELECTIONS FUN AND ACCESSIBLE. WE TEXTED AND CALLED OVER 17,000 YOUNG VOTERS DURING THE NOVEMBER ELECTION. OUR TEAM IN BILLINGS ALSO TURNED PEOPLE OUT FOR THE SCHOOL BOARD ELECTION, CALLING AND TEXTING OVER 2,000 YOUNG VOTERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt031896
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt010691
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0241144
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt055
IRS990/PYOtherExpensesAmt0115208
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt061816
IRS990/PYRevenuesLessExpensesAmt092679
IRS990/PYSalariesCompEmpBnftPaidAmt095128
IRS990/PYTotalExpensesAmt0210336
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0303015
IRS990/ReconcilationRevenueExpnssAmt0-32484
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt032
IRS990/SavingsAndTempCashInvstGrp/BOYAmt022157
IRS990/SavingsAndTempCashInvstGrp/EOYAmt022250
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/Expended527ActivitiesAmt04571
IRS990ScheduleC/Form1120POLFiledInd00
IRS990ScheduleC/PoliticalExpendituresAmt04571
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0FORWARD MONTANA PUBLISHED VOTER GUIDES THAT WERE HOSTED ONLINE AND DISTRIBUTED 12,000 GUIDES AROUND BOZEMAN, BILLINGS, AND MISSOULA. THESE GUIDES GAVE VOTERS THE INFORMATION THEY NEEDED TO CAST AN INFORMED BALLOT ON LOCAL MUNICIPAL ELECTIONS. WE ALSO HOSTED A CANDIDATE FORUM IN BOZEMAN.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I-A, LINE 1:
IRS990ScheduleC/TotalExemptFunctionExpendAmt04571
IRS990ScheduleC/VolunteerHoursCnt070
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt033569
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RECEIVABLE FROM FORWARD MT FOUNDATION
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt033569
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE TWO CLASSES OF MEMBERSHIP: VOTING MEMBERSHIP AND ASSOCIATE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ASSOCIATE MEMBERS SHALL HAVE NO VOTING RIGHTS IN THE ORGANIZATION. VOTING MEMBERS IN GOOD STANDING SHALL BE ENTITLED TO VOTE IN EACH ELECTION FOR THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN IS PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS ARE REQUIRED TO SIGN A FORM INDICATING THAT THEY HAVE READ AND UNDERSTAND FORWARD MONTANA'S CONFLICT OF INTEREST POLICY AND PROCEDURES ON AN ANNUAL BASIS. ON THIS FORM, BOARD MEMBERS DISCLOSE ANY POSSIBLE CONFLICTS OF INTERESTS IN ACCORDANCE WITH THE WRITTEN POLICY. MEMBERS ARE PROMPTED TO ADDRESS ISSUES RELATED TO ORGANIZATIONAL INTERESTS, BUSINESS INTERESTS AND OTHER SIGNIFICANT INVOLVEMENT RELATED TO THEMSELVES OR THEIR IMMEDIATE FAMILY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND ALL OTHER EMPLOYEES IS COMPLETED IN ACCORDANCE WITH THE ORGANIZATION'S MANUAL WHICH STATES THE FOLLOWING: - THE BOARD, OR AN INDEPENDENT BODY DETERMINED BY THE BOARD, MUST APPROVE THE COMPENSATION LEVEL. THE PERSON RECEIVING THE COMPENSATION SHOULD NOT BE PART OF THE PROCESS. - THE BOARD, OR INDEPENDENT BODY, MUST MAKE USE OF DATA SHOWING HOW MUCH SIMILAR ORGANIZATIONS ARE PAYING EXECUTIVE DIRECTORS OR COMPARABLE POSITIONS TO DETERMINE THAT THE COMPENSATION IS REASONABLE; AND - THE BOARD, OR INDEPENDENT BODY, MUST PROPERLY DOCUMENT AND REPORT THE DECISION-MAKING PROCESS AND COMPENSATION INCLUDING WHO IS INVOLVED IN THE PROCESS, COMPARABLE COMPENSATION DATA USED, AND MINUTES OF ANY AND ALL MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORWARD MONTANA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS OFFICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FORWARD MONTANA AND FORWARD MONTANA FOUNDATION (A 501(C)(3) ORGANIZATION) HAVE ENTERED INTO A COST SHARING AGREEMENT TO MINIMIZE DUPLICATED EXPENSES AND TO CARRY OUT THEIR COMPLIMENTARY MISSIONS IN AN ECONOMICAL AND EFFICIENT MANNER THROUGH THE SHARING OF EMPLOYEES, OFFICE SPACE, AND EQUIPMENT. FORWARD MONTANA HANDLES ALL THE PAYROLL TAX REPORTING. ALL 27 EMPLOYEES ARE SHARED BY THE TWO ORGANIZATIONS SO FORWARD MONTANA IS CONSIDERED THE COMMON PAYMASTER. THE NUMBER OF W-2S ISSUED BY THE COMMON PAYMASTER (27) HAS BEEN DISCLOSED ON PART V, LINE 2A IN ACCORDANCE WITH THE 990 INSTRUCTIONS. COMPENSATION FROM THE COMMON PAYMASTER HAS ALSO BEEN REPORTED ON PARTS VII AND IX IN ACCORDANCE WITH THE 990 INSTRUCTIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990 - COST SHARING AGREEMENT & COMMON PAYMASTER
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0148298
IRS990/TotalAssetsEOYAmt0140937
IRS990/TotalAssetsGrp/BOYAmt0148298
IRS990/TotalAssetsGrp/EOYAmt0140937
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0132521
IRS990/TotalEmployeeCnt027
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt040325
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034378
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0101769
IRS990/TotalFunctionalExpensesGrp/TotalAmt0176472
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02507
IRS990/TotalLiabilitiesEOYAmt027630
IRS990/TotalLiabilitiesGrp/BOYAmt02507
IRS990/TotalLiabilitiesGrp/EOYAmt027630
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0145791
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0113307
IRS990/TotalOtherCompensationAmt0457
IRS990/TotalProgramServiceExpensesAmt0101769
IRS990/TotalProgramServiceRevenueAmt011373
IRS990/TotalReportableCompFromOrgAmt020121
IRS990/TotalRevenueGrp/ExclusionAmt094
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011373
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0143988
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0771
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0148298
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0140937
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt02154
IRS990/TravelGrp/ManagementAndGeneralAmt0831
IRS990/TravelGrp/ProgramServicesAmt03675
IRS990/TravelGrp/TotalAmt06660
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2817

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.09$0.95$2.82$2.57$0.25
2023Summary only. Only limited summary data is available for this year.$0.77$0.07$0.70$1.48$1.11$0.36
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.12$0.36$0.54$0.71$0.17
2021Summary only. Only limited summary data is available for this year.$0.58$0.04$0.53$0.31$0.37$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.06$0.60$1.00$0.53$0.48
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.03$0.11$0.14$0.18$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.30$0.21$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.05$0.08$0.07$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$0.11$0.11$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.09$0.12$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.15$0.13$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.09$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$0.02$0.01$0.13$0.10$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.02$0.01$0.07$0.08$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.01$0.00$0.08$0.08$0.00