Civic Intelligence

Forward Mt

EIN 13-4285849 • 501(c)4 • Missoula, MT

Profile

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

PO Box 2817Missoula, MT 59806

www.forwardmontana.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.09x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.03x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

51st percentile

8.8%

Higher net margin than 51% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

91st percentile

$21,271

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 23.6% of source-year revenue.

501(c)4 • $1M-$5M nonprofits • Source year 2015

Asset Growth

90th percentile

35%

Faster asset growth than 90% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

91%

Faster revenue growth than 91% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,044,188

Up $269,873 (+35%) from 2023

Liabilities

Up

$94,900

Up $22,918 (+32%) from 2023

Net Assets

Up

$949,288

Up $246,955 (+35%) from 2023

Revenue

Up

$2,820,883

Up $1,342,264 (+91%) from 2023

Expenses

Up

$2,573,928

Up $1,460,094 (+131%) from 2023

Net Income

Down

$246,955

Down $117,830 (-32%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$1,044,188
Liabilities$94,900
Net Assets$949,288

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$2,820,883
Expenses$2,573,928
Net Income$246,955

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
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$2,820,883
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 and for young montanans by driving a culture of civic engagement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$356,996$562,601▲ $205,605
Pledges and Grants Receivable$275,000$0▼ $275,000
Savings and Temporary Cash Investments$22,388$22,478▲ $90
Prepaid Expenses and Deferred Charges$2,443$3,002▲ $559
Land, Buildings, and Equipment, Net$1,359$1,679▲ $320
Accounts Receivable$1,000$0▼ $1,000
Inventories for Sale or Use$843$0▼ $843
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$774,315$1,044,188▲ $269,873
Other Assets Total$114,286$454,428▲ $340,142
Liabilities
Accounts Payable and Accrued Expenses$50,062$94,900▲ $44,838
Other Liabilities$21,920--
Total Liabilities$71,982$94,900▲ $22,918
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$359,833$654,978▲ $295,145
Net Assets With Donor Restrictions$342,500$294,310▼ $48,190
Total Net Assets Fund Balance$702,333$949,288▲ $246,955
Total Liabilities and Net Assets / Fund Balance$774,315$1,044,188▲ $269,873

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,679$1,559$3,238
Other Assets Org$454,428--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kiersten IwaiExecutive DirectorPT$91,364$9,360$100,724

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Middle Seat Consulting LLCConsulting, Digital Adv.PO BOX 21600, Washington, DC 20009$303,201
76 Words CompanyConsulting, Digital Adv.1328 FLORIDA AVE NW, Washington, DC 20009$150,000
Spitfire Strategies LLCComm. Strategy Consulting650 MASSACHUSETTS AVE NW STE 600, Washington, DC 20001$113,418
Change Research Public Benefit CorporationConducting Polling2001 ADDISON STREET STE 300, Berkeley, CA 94704$112,901
Revenue and Support

Revenue Composition

Contributions and Grants
$2,796,239
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$24,644
All Other Contributions
$2,796,239
Change in Net Assets
$246,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,332,457
Salaries, Compensation, and Employee Benefits$1,141,471
Grants and Similar Amounts Paid$100,000
Total Fundraising Expense$78,018
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$812,711$42,445$20,797$875,953
Advertising$386,994$38$659$387,691
Fees for Services Other$280,321$72$19,530$299,923
Information Technology$118,269$4,123$686$123,078
Pension Plan Contributions$93,459$4,151$2,496$100,106
Grants to Domestic Orgs$100,000--$100,000
Payroll Taxes$81,036$7,610$2,156$90,802
Occupancy$79,397$4,690$2,002$86,089
Travel$66,033$1,295$5,430$72,758
Current Officers, Directors, Trustees, and Key Employees$58,515$3,849$1,508$63,872
Other Expenses$46,060$198$7,988$54,048
Fees for Services Accounting$20,126$14,806$596$35,528
Other Employee Benefits-$10,738-$10,738
Insurance-$5,035$1,893$6,928
Fees for Services Legal$1,356$3,038-$4,394
Depreciation Depletion-$880-$880
All Other Expenses$140$35-$175
Total Functional Expenses$2,392,201$103,709$78,018$2,573,928
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montanans Securing ReproductiHelena, MT-Voter Mobilization$75,000
Montanans for Election ReformHelena, MT-Voter Mobilization$25,000
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$349,695
Section 527 Activity Spending$349,695
Total Exempt Function Spending$349,695
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board MemberDeij TrainingNo$6,900

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
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
Yes
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 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 interest 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 15A

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 Mt
EIN
13-4285849
Phone
4065428683
Address
PO BOX 2817, MISSOULA, MT 59806

Signing Officer

Name
Alice Boyer
Title
Executive Director
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alice Boyer
Formed
2004
Legal Domicile
Mt
Voting Board Members
14
Independent Board Members
14
Employees
59
Volunteers
132

Preparer

Firm
Amatics CPA Group
Address
45 Discovery Drive, Bozeman, MT 59718
Preparer
Morgan Scarr
Phone
4064041925
Supplemental Narrative

Additional Explanations

Form 990 - Cost Sharing Agreement & Common Paymaster

Forward mt and forward mt foundation (a 501(c)(3) organization) have entered into a cost sharing agreement to minimize duplicated expenses and to carry out their complementary 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 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 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.

Raw XML AppendixShowing 400 of 585 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt050062
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt094900
IRS990/AccountsReceivableGrp/BOYAmt01000
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0BUILDING THE POLITICAL POWER WITH AND FOR YOUNG MONTANANS BY DRIVING A CULTURE OF CIVIC ENGAGEMENT.
IRS990/AdvertisingGrp/FundraisingAmt0659
IRS990/AdvertisingGrp/ManagementAndGeneralAmt038
IRS990/AdvertisingGrp/ProgramServicesAmt0386994
IRS990/AdvertisingGrp/TotalAmt0387691
IRS990/AllOtherContributionsAmt02796239
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt035
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0140
IRS990/AllOtherExpensesGrp/TotalAmt0175
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0ANNIE WARNER
IRS990/BooksInCareOfDetail/PhoneNum04065428683
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2817
IRS990/BooksInCareOfDetail/USAddress/CityNm0MISSOULA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059806
IRS990/BusinessRlnWith35CtrlEntInd0true
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0356996
IRS990/CashNonInterestBearingGrp/EOYAmt0562601
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt01508
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IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt058515
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt063872
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt0150000
IRS990/ContractorCompensationGrp/CompensationAmt1303201
IRS990/ContractorCompensationGrp/CompensationAmt2112901
IRS990/ContractorCompensationGrp/CompensationAmt3113418
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01328 FLORIDA AVE NW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 21600
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt22001 ADDISON STREET STE 300
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3650 MASSACHUSETTS AVE NW STE 600
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2BERKELEY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3WASHINGTON
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3DC
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd320001
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1MIDDLE SEAT CONSULTING LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2CHANGE RESEARCH PUBLIC BENEFIT CORPORATION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3SPITFIRE STRATEGIES LLC
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING, DIGITAL ADV.
IRS990/ContractorCompensationGrp/ServicesDesc1CONSULTING, DIGITAL ADV.
IRS990/ContractorCompensationGrp/ServicesDesc2CONDUCTING POLLING
IRS990/ContractorCompensationGrp/ServicesDesc3COMM. STRATEGY CONSULTING
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02796239
IRS990/CYGrantsAndSimilarPaidAmt0100000
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01332457
IRS990/CYOtherRevenueAmt024644
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0246955
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IRS990/CYTotalExpensesAmt02573928
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0880
IRS990/DepreciationDepletionGrp/TotalAmt0880
IRS990/Desc0VOTER EDUCATION AND MOBILIZATION Mobilized voters for the primary election: Distributed 15,000 voter guides; created online voter guide for MT Supreme Court; called 19,470 young voters.Mobilized voters for the general election: Distributed 190,970 voter guides; hosted 3 candidate forums; knocked 42,394 doors of young voters; called 1,291 young voters.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
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IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt059
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01306212
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0596
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IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt020126
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IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03038
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IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
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IRS990/MissionDesc0BUILDING THE POLITICAL POWER WITH AND FOR YOUNG MONTANANS BY DRIVING A CULTURE OF CIVIC ENGAGEMENT.
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IRS990/ProgSrvcAccomActy2Grp/Desc0ISSUE ADVOCACY We mobilized young Montanans on local policies related to affordable housing, economic justice, climate justice, voting rights, reproductive rights and LGBTQ+ equality.
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IRS990/ProgSrvcAccomActy3Grp/Desc0LEADERSHIP DEVELOPMENT We graduated fellows in Missoula, Bozeman, Billings, and the Flathead. Fellows receive robust training on community organizing and civic engagement. Hosted events and workshops to train, educate, and bring young people together.
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