Montana Fiduciary Management

EIN 20-5010474 • 501(c)3 • Bozeman, MT

Profile

To assist individuals who receive social security or ssi payments but are unable to manage those payments themselves due to various medical and social circumstances. The organization acts as representative for these individuals.

PO Box 1814Bozeman, MT 59771

n/A

Siviq Scores

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

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

13%

Higher net margin than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

$73,269

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 72.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

1.1%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

17%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$3,742

Up $40 (+1.1%) from 2024

Liabilities

No earlier filing loaded for comparison.

Net Assets

$3,742

Up $13,536 (+138%) from 2024

Operations

Liabilities / RevenueScore unavailable Net Margin68th percentile

Revenue

$101,775

Up $15,076 (+17%) from 2024

Expenses

$88,239

Up $889 (+1.0%) from 2024

Net Income

$13,536

Up $14,187 (+2179%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

Highlighted filing

2025

Assets$3,742

Liabilities-

Net Assets$3,742

Open 2025 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2025

Revenue$101,775

Expenses$88,239

Net Income$13,536

Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,742
Liabilities: -
Net assets: $3,742
Revenue: $101,775
Expenses: $88,239
Net income: $13,536

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.04		$0.04	$1.02	$0.88	$0.14
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.04	$0.13	$0.10	$0.87	$0.87	$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.02	$0.11	$0.09	$0.89	$0.94	$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.06	$0.11	$0.05	$0.84	$0.83	$0.01
2021Detailed filing. Detailed filing data is available for this year.	$0.00	$0.06	$0.05	$0.76	$0.87	$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.07	$0.02	$0.05	$1.08	$1.00	$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.02	$0.05	$0.03	$0.85	$0.85	$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.00	$0.03	$0.03	$0.84	$0.86	$0.01
2017Detailed filing. Detailed filing data is available for this year.	$0.00	$0.02	$0.01	$0.56	$0.58	$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.01	$0.01	$0.00	$0.51	$0.53	$0.02
2015Detailed filing. Detailed filing data is available for this year.	$0.02	$0.00	$0.02	$0.56	$0.55	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$0.01		$0.01	$0.44	$0.47	$0.03
2013Detailed filing. Detailed filing data is available for this year.	$0.05	$0.02	$0.03	$0.49	$0.50	$0.01
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.05	$0.01	$0.04	$0.51	$0.45	$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.01	$0.03	$0.02	$0.37	$0.40	$0.03

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2025 to Dec 31, 2025
Signed: Feb 8, 2026
Return Version: 2025v4.0
Gross Receipts: $101,775

Mission and Program Overview

Mission

Program Services

Description	Grants	Expenses
ASSISTING INDIVIDUALS WHO RECEIVE SOCIAL SECURITY OR SSI PAYMENTS AND ACTING AS REPRESENTATIVE PAYEE FOR THESE INDIVIDUALS	-	$88,239
ASSISTING INDIVIDUALS WHO RECEIVE SOCIAL SECURITY OR SSI PAYMENTS AND ACTING AS REPRESENTATIVE PAYEE FOR THESE INDIVIDUALS	-	-

Compensation and Service Providers

Top Officer Pay96th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KATIE L MCGEE	President	FT	$73,269	-	$73,269
MICHAEL EDDY	Vice Preside	-	$0	-	-
KRISTI CHANEY	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Montana Fiduciary Management
EIN: 20-5010474
Phone: 4065859770
Address: PO BOX 1814, BOZEMAN, MT 59771

Signing Officer

Name: Katie L Mcgee
Title: President
Phone: 4065859770
Signed: 2026-02-08
Discuss with paid preparer: Yes

Preparer

Firm: Hpw Cpas & Advisors Pllp
Address: 1247 STONERIDGE DR, BOZEMAN, MT 59718
Preparer: Jessica S Briceno CPA
Phone: 4065860281

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expense 2,134 business meeting meals 332 interest 1,115 insurance 627 dues & subscriptions 1,240 internet & fax 677 total 6,125”

Form 990-ez, Part II, Line 24

“Payroll holding 1,289 0 total 1,289 0”

Form 990-ez, Part II, Line 26

“Credit card 9,668 0 payroll liabilities 381 0 n/p - katie 2,247 0 n/p-steven klebenow 1,200 0”

Form 990-ez, Part III

“To assist individuals who receive social security or ssi payments but are unable to manage those payments themselves due to various medical and social circumstances. The organization acts as representative for these individuals.”

Form 990-ez, Part III, Line 31

“Assisting individuals who receive social security or ssi payments and acting as representative payee for these individuals”

Raw XML Appendix135 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
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	KATIE L MCGEE
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	4065859770
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	775 MOFFIT GULCH ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	BOZEMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	59715
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	2413
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	3742
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	13536
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	3150
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	3702
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	3742
IRS990EZ/GrossReceiptsAmt	0	101775
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	-9794
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	3742
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	-9794
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	3742
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	73269
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	KATIE L MCGEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	MICHAEL EDDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	KRISTI CHANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	1289
IRS990EZ/OtherExpensesTotalAmt	0	6125
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	TO ASSIST INDIVIDUALS WHO RECEIVE SOCIAL SECURITY OR SSI PAYMENTS BUT ARE UNABLE TO MANAGE THOSE PAYMENTS THEMSELVES DUE TO VARIOUS MEDICAL AND SOCIAL CIRCUMSTANCES. THE ORGANIZATION ACTS AS REPRESENTATIVE FOR THESE INDIVIDUALS.
IRS990EZ/ProgramServiceRevenueAmt	0	101775
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	ASSISTING INDIVIDUALS WHO RECEIVE SOCIAL SECURITY OR SSI PAYMENTS AND ACTING AS REPRESENTATIVE PAYEE FOR THESE INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	ASSISTING INDIVIDUALS WHO RECEIVE SOCIAL SECURITY OR SSI PAYMENTS AND ACTING AS REPRESENTATIVE PAYEE FOR THESE INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	88239
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	78964
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	13496
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	88239
IRS990EZ/TotalProgramServiceExpensesAmt	0	88239
IRS990EZ/TotalRevenueAmt	0	101775
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	101775
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	86699
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	89309
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	83693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	76474
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	437950
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	437950
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	101775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	86699
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	89309
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	83693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	76474
IRS990ScheduleA/Total509Grp/TotalAmt	0	437950
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	101775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	86699
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	89309
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	83693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	76474
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	437950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES OFFICE EXPENSE 2,134 BUSINESS MEETING MEALS 332 INTEREST 1,115 INSURANCE 627 DUES & SUBSCRIPTIONS 1,240 INTERNET & FAX 677 TOTAL 6,125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	PAYROLL HOLDING 1,289 0 TOTAL 1,289 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	CREDIT CARD 9,668 0 PAYROLL LIABILITIES 381 0 N/P - KATIE 2,247 0 N/P-STEVEN KLEBENOW 1,200 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	TO ASSIST INDIVIDUALS WHO RECEIVE SOCIAL SECURITY OR SSI PAYMENTS BUT ARE UNABLE TO MANAGE THOSE PAYMENTS THEMSELVES DUE TO VARIOUS MEDICAL AND SOCIAL CIRCUMSTANCES. THE ORGANIZATION ACTS AS REPRESENTATIVE FOR THESE INDIVIDUALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	ASSISTING INDIVIDUALS WHO RECEIVE SOCIAL SECURITY OR SSI PAYMENTS AND ACTING AS REPRESENTATIVE PAYEE FOR THESE INDIVIDUALS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KATIE L MCGEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4065859770
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2026-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MONTANA FIDUCIARY MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt	0	MONT
ReturnHeader/Filer/EIN	0	205010474
ReturnHeader/Filer/PhoneNum	0	4065859770
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 1814
ReturnHeader/Filer/USAddress/CityNm	0	BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MT
ReturnHeader/Filer/USAddress/ZIPCd	0	59771
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	810511572
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HPW CPAS & ADVISORS PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1247 STONERIDGE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BOZEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	59718
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4065860281
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2026-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JESSICA S BRICENO CPA
ReturnHeader/ReturnTs	0	2026-02-11T12:45:00-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2025-01-01
ReturnHeader/TaxPeriodEndDt	0	2025-12-31
ReturnHeader/TaxYr	0	2025

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