Civic Intelligence

Forward Montana

990 • Fiscal year 2021 • EIN 13-4285849

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 15, 2022

2300 Regent St Ste 206Missoula, MT 59801

(406) 542-8683

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.07x

Higher debt load relative to assets than 62% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.14x

Higher debt load relative to revenue than 64% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Net Margin

11th percentile

-22%

Higher net margin than 11% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

88th percentile

$78,373

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 25.7% of source-year revenue.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2021

Asset Growth

8th percentile

-13%

Faster asset growth than 8% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-70%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Flat

$577,953

Flat from 2021

Net Assets

Flat

$534,685

Flat from 2021

Liabilities

Flat

$43,268

Flat from 2021

Revenue

Flat

$305,222

Flat from 2021

Expenses

Flat

$373,447

Flat from 2021

Net Income

Flat

-$68,225

Flat from 2021

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 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

2021

Assets$577,953
Liabilities$43,268
Net Assets$534,685

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 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

2021

Revenue$305,222
Expenses$373,447
Net Income-$68,225
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 15, 2022
Return Version
2021v4.0
Gross Receipts
$305,222
Mission and Program Overview

Mission

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$414,441$104,879▼ $309,562
Savings and Temporary Cash Investments$22,254$22,258▲ $4
Pledges and Grants Receivable$1,000$0▼ $1,000
Accounts Receivable$247$0▼ $247
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$662,645$577,953▼ $84,692
Other Assets Total$224,703$450,816▲ $226,113
Liabilities
Accounts Payable and Accrued Expenses$59,735$43,268▼ $16,467
Total Liabilities$59,735$43,268▼ $16,467
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$601,910$534,685▼ $67,225
Net Assets With Donor Restrictions$1,000--
Total Net Assets Fund Balance$602,910$534,685▼ $68,225
Total Liabilities and Net Assets / Fund Balance$662,645$577,953▼ $84,692

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$450,816--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kiersten IwaiExecutive DirectorPT$73,707$4,666$78,373

Board Members and Trustees

NameTitle
Aubrey BertramPresident
Nathalie WaglerVice President
Alex KimDirector
Allie HayDirector
Anna LucasDirector
Brenna DavisDirector
Garrett LankfordDirector
Leah BerryDirector
Meshayla CoxDirector
Stephanie BaucusDirector
Sapphire CarterSecretary
Matt KellyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$291,423
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$13,799
All Other Contributions
$291,423
Change in Net Assets
$-68,225

Audited Revenue Reconciliation

Revenue per Audited Statements
$305,222
Total Revenue per Audited Statements
$305,222
Total Revenue per Form 990
$305,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$234,440
Other Expenses$139,007
Total Fundraising Expense$25,969
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$153,809$4,204$12,076$170,089
Fees for Services Other$23,839$105$2,059$26,003
Advertising$25,603$18-$25,621
Fees for Services Accounting$6,528$15,447$498$22,473
Other Employee Benefits$17,726$3,033$1,392$22,151
Current Officers, Directors, Trustees, and Key Employees-$22,112-$22,112
Occupancy$17,295$2,064$1,350$20,709
Payroll Taxes$16,076$2,750$1,262$20,088
Information Technology$4,181$1,111$571$5,863
Fees for Services Legal$2,812--$2,812
Insurance-$2,612-$2,612
Travel$301$163-$464
Office Expenses$286$7-$293
Other Expenses$280$127$565$280
Total Functional Expenses$293,553$53,925$25,969$373,447

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$373,447
Total Expenses per Audited Statements$373,447
Total Expenses per Form 990$373,447
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$49,034
Section 527 Activity Spending$49,034
Total Exempt Function Spending$49,034
Insider Transactions and Loans

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
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, Line 6: Explanation of Classes of Members or Shareholder

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

Form 990, Part VI, Line 11B: Form 990 Review Process

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

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

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, Line 15A: Compensation Review & Approval Process - CEO, Top Management

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, Line 19: Other Organization Documents Publicly Available

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
2300 REGENT ST STE 206, MISSOULA, MT 59801

Signing Officer

Name
Kiersten Iwai
Title
Executive Director
Signed
2022-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kiersten Iwai
Formed
2004
Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
12
Employees
31
Volunteers
100

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.

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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0305222
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0571
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01111
IRS990/InformationTechnologyGrp/ProgramServicesAmt04181
IRS990/InformationTechnologyGrp/TotalAmt05863
IRS990/InsuranceGrp/ManagementAndGeneralAmt02612
IRS990/InsuranceGrp/TotalAmt02612
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt057
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0BUILDING THE POLITICAL POWER WITH AND FOR YOUNG MONTANANS BY DRIVING A CULTURE OF CIVIC ENGAGEMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0602910
IRS990/NetAssetsOrFundBalancesEOYAmt0534685
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0601910
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0534685
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/FundraisingAmt01350
IRS990/OccupancyGrp/ManagementAndGeneralAmt02064
IRS990/OccupancyGrp/ProgramServicesAmt017295
IRS990/OccupancyGrp/TotalAmt020709
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07
IRS990/OfficeExpensesGrp/ProgramServicesAmt0286
IRS990/OfficeExpensesGrp/TotalAmt0293
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0224703
IRS990/OtherAssetsTotalGrp/EOYAmt0450816
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01392
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03033
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017726
IRS990/OtherEmployeeBenefitsGrp/TotalAmt022151
IRS990/OtherExpensesGrp/Desc0Printing and Publications
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3FACILITIES RENTAL AND CATERING
IRS990/OtherExpensesGrp/FundraisingAmt06155
IRS990/OtherExpensesGrp/FundraisingAmt141
IRS990/OtherExpensesGrp/FundraisingAmt2565
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt044
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1128
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2127
IRS990/OtherExpensesGrp/ProgramServicesAmt021879
IRS990/OtherExpensesGrp/ProgramServicesAmt12841
IRS990/OtherExpensesGrp/ProgramServicesAmt297
IRS990/OtherExpensesGrp/ProgramServicesAmt3280
IRS990/OtherExpensesGrp/TotalAmt028078
IRS990/OtherExpensesGrp/TotalAmt13010
IRS990/OtherExpensesGrp/TotalAmt2789
IRS990/OtherExpensesGrp/TotalAmt3280
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt013799
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013799
IRS990/OtherRevenueTotalAmt013799
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt012076
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04204
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0153809
IRS990/OtherSalariesAndWagesGrp/TotalAmt0170089
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt01262
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02750
IRS990/PayrollTaxesGrp/ProgramServicesAmt016076
IRS990/PayrollTaxesGrp/TotalAmt020088
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0true
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0KIERSTEN IWAI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0ISSUE ADVOCACYWe organized young Montanans during the legislative session on policies related to economic justice, climate justice, voting rights, and LGBTQ+ equality.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt079768
IRS990/ProgSrvcAccomActy3Grp/Desc0VOTER EDUCATION AND MOBILIZATIONForward Montana mobilized young voters for the 2021 municipal elections. This included distributing voter guides and peer-to-peer phone calls to get-out-the-vote.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt076296
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01000145
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0306163
IRS990/PYOtherRevenueAmt01788
IRS990/PYRevenuesLessExpensesAmt0476565
IRS990/PYSalariesCompEmpBnftPaidAmt0219205
IRS990/PYTotalExpensesAmt0525368
IRS990/PYTotalRevenueAmt01001933
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-68225
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt022254
IRS990/SavingsAndTempCashInvstGrp/EOYAmt022258
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/ScheduleBRequiredInd0true
IRS990ScheduleC/Expended527ActivitiesAmt049034
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/PoliticalExpendituresAmt049034
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0Forward Montana published voter guides that were hosted online, and distributed 15,013 voter guides around Bozeman, Billings, and Missoula. These guides gave voters the information they needed to cast an informed ballot. (Breakdown by city, Bozeman: 5,186, Missoula: 5,844, Billings: 3,983)Forward Montana Voter Fund endorsed 5 candidates (2 in Bozeman, 3 in Billings) in municipal races. Through the Voter Fund we ran Facebook and Instagram ads, made phone calls to voters, and mailed over 12,243 pieces of literature to support endorsed candidates.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1 - Direct and Indirect Political Campaign Activities
IRS990ScheduleC/TotalExemptFunctionExpendAmt049034
IRS990ScheduleC/VolunteerHoursCnt068
IRS990ScheduleD/ExpensesSubtotalAmt0373447
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0450816
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM FORWARD MT FOUNDATION
IRS990ScheduleD/RevenueSubtotalAmt0305222
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0450816
IRS990ScheduleD/TotalExpensesPerForm990Amt0373447
IRS990ScheduleD/TotalRevenuePerForm990Amt0305222
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0305222
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0373447
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE TWO CLASSES OF MEMBERSHIP: VOTING MEMBERSHIP AND ASSOCIATE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4FORWARD MONTANA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS OFFICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORWARD 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 - COST SHARING AGREEMENT & COMMON PAYMASTER
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0662645
IRS990/TotalAssetsEOYAmt0577953
IRS990/TotalAssetsGrp/BOYAmt0662645
IRS990/TotalAssetsGrp/EOYAmt0577953
IRS990/TotalCompGreaterThan150KInd0false

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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
2021Detailed filing. Detailed filing data is available for this year.$0.58$0.04$0.53$0.31$0.37$0.07
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