Civic Intelligence

Forward Mt. Foundation

990 • Fiscal year 2019 • EIN 26-2075145

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

62nd percentile

0.08x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.06x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

62nd percentile

$40,868

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

93rd percentile

89%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

28%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$414,352

Up $194,539 (+89%) from 2018

Net Assets

Up

$380,783

Up $178,590 (+88%) from 2018

Liabilities

Up

$33,569

Up $15,949 (+91%) from 2018

Revenue

Up

$568,379

Up $125,390 (+28%) from 2018

Expenses

Up

$389,789

Up $44,600 (+13%) from 2018

Net Income

Up

$178,590

Up $80,790 (+83%) from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $162Liabilities 2010: $5,943Net Assets 2010: -$5,7812010Assets 2011: $0Liabilities 2011: $23,009Net Assets 2011: -$23,0092011Assets 2012: $31,874Liabilities 2012: $1,926Net Assets 2012: $29,9482012Assets 2013: $37,286Liabilities 2013: $23,661Net Assets 2013: $13,6252013Assets 2014: $46,179Liabilities 2014: $18,582Net Assets 2014: $27,5972014Assets 2015: $35,663Liabilities 2015: $14,303Net Assets 2015: $21,3602015Assets 2016: $65,628Liabilities 2016: $13,752Net Assets 2016: $51,8762016Assets 2017: $119,437Liabilities 2017: $15,044Net Assets 2017: $104,3932017Assets 2018: $219,813Liabilities 2018: $17,620Net Assets 2018: $202,1932018Assets 2019: $414,352Liabilities 2019: $33,569Net Assets 2019: $380,7832019Assets 2020: $1,181,820Liabilities 2020: $224,703Net Assets 2020: $957,1172020Assets 2021: $1,155,863Liabilities 2021: $450,816Net Assets 2021: $705,0472021Assets 2022: $1,098,718Liabilities 2022: $54,729Net Assets 2022: $1,043,9892022Assets 2023: $1,808,242Liabilities 2023: $87,363Net Assets 2023: $1,720,8792023Assets 2024: $3,028,812Liabilities 2024: $459,113Net Assets 2024: $2,569,6992024

Highlighted filing

2019

Assets$414,352
Liabilities$33,569
Net Assets$380,783

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $58,889Expenses 2010: $77,454Net Income 2010: -$18,5652010Revenue 2011: $53,586Expenses 2011: $70,814Net Income 2011: -$17,2282011Revenue 2012: $181,701Expenses 2012: $128,744Net Income 2012: $52,9572012Revenue 2013: $113,065Expenses 2013: $133,779Net Income 2013: -$20,7142013Revenue 2014: $195,999Expenses 2014: $182,027Net Income 2014: $13,9722014Revenue 2015: $127,082Expenses 2015: $133,319Net Income 2015: -$6,2372015Revenue 2016: $216,365Expenses 2016: $185,849Net Income 2016: $30,5162016Revenue 2017: $288,531Expenses 2017: $236,014Net Income 2017: $52,5172017Revenue 2018: $442,989Expenses 2018: $345,189Net Income 2018: $97,8002018Revenue 2019: $568,379Expenses 2019: $389,789Net Income 2019: $178,5902019Revenue 2020: $1,386,156Expenses 2020: $809,822Net Income 2020: $576,3342020Revenue 2021: $548,885Expenses 2021: $800,955Net Income 2021: -$252,0702021Revenue 2022: $936,083Expenses 2022: $597,141Net Income 2022: $338,9422022Revenue 2023: $1,735,473Expenses 2023: $1,058,583Net Income 2023: $676,8902023Revenue 2024: $2,615,787Expenses 2024: $1,766,967Net Income 2024: $848,8202024

Highlighted filing

2019

Revenue$568,379
Expenses$389,789
Net Income$178,590
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 16, 2020
Return Version
2019v5.1
Gross Receipts
$568,379
Mission and Program Overview

Mission

Educate, engage and organize young Montanans to shape their democracy to improve their lives and the lives of fellow Montanans.

Educate, engage, & organize young montanans to improve their communities & shape their democracy

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$181,043$355,418▲ $174,375
Savings and Temporary Cash Investments$38,770$38,934▲ $164
Pledges and Grants Receivable$0$20,000▲ $20,000
Total Assets$219,813$414,352▲ $194,539
Liabilities
Other Liabilities$17,620$33,569▲ $15,949
Total Liabilities$17,620$33,569▲ $15,949
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$202,193$289,879▲ $87,686
Net Assets With Donor Restrictions-$90,904-
Total Net Assets Fund Balance$202,193$380,783▲ $178,590
Total Liabilities and Net Assets / Fund Balance$219,813$414,352▲ $194,539
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel Huff DoriaOutgoing Executive DirectorPT$40,035$833$40,868
Kiersten IwaiIncoming Executive DirectorPT$6,912$234$7,146

Board Members and Trustees

NameTitle
Jeremy OsbornPresident
Debi LombardiDirector
Donavon HawkDirector
Ella CurrierDirector
Nicki BaileyDirector
Rachel GarwinDirector
Todd HansonDirector
Dani HowlettSecretary
Emily AllisonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$568,215
Program Service Revenue
$0
Investment Income
$164
Other Revenue
$0
All Other Contributions
$568,215
Change in Net Assets
$178,590
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$257,767
Other Expenses$127,022
Total Fundraising Expense$45,344
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$127,016$29,998$21,859$178,873
Current Officers, Directors, Trustees, and Key Employees$34,086$8,062$5,867$48,015
Travel$36,165$1,940$2,188$40,293
Payroll Taxes$14,335$3,366$2,459$20,160
Occupancy$11,543$2,635$2,106$16,284
Information Technology$10,848$2,644$1,803$15,295
Fees for Services Other$2,463$12,400$80$14,943
Other Employee Benefits$7,516$1,898$1,305$10,719
Office Expenses$3,134$2,332$4,566$10,032
Fees for Services Accounting$2,527$1,913$692$5,132
Grants to Domestic Orgs$5,000--$5,000
Advertising$4,340$275$70$4,685
Insurance$1,186$689$186$2,061
Other Expenses$934$1,278$121$1,278
Total Functional Expenses$271,201$73,244$45,344$389,789
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Earthtone Outside MtBozeman, MT501(c)(3)To Sponsor Diversity Event.$5,000
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
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Forward Montana Payable$33,569
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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 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 mt foundation'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

Forward montana foundation and forward montana (a 501(c)(4) 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. Forward montana has a process in place for determining the compensation of the organization's executive director and other employees. That process is as follows: - 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

The organization 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 Foundation
EIN
26-2075145
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
2008
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
27
Volunteers
1,020

Preparer

Firm
Wipfli Llp
Address
101 EAST FRONT STREET 301, MISSOULA, MT 59802
Preparer
Philip L Yasenak CPA
Phone
4067281800
Raw XML AppendixShowing 400 of 480 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.

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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 AND 5 HIGH SCHOOL FELLOWS OVER THE COURSE OF THE YEAR. SHARED WITH OUR SISTER ORGANIZATION, FORWARD MONTANA, THESE INTERNS GAINED HANDS-ON EXPERIENCE AND CLASSROOM KNOWLEDGE IN GRASSROOTS ORGANIZING, STRATEGY, AND TACTICS GROUNDED IN EQUITY AND JUSTICE. WE HOSTED OUR ANNUAL YOUTH ORGANIZING SUMMIT, BRINGING 73 YOUNG MONTANANS TOGETHER FOR A WEEKEND OF TRAINING, NETWORKING, AND CHANGEMAKING. DURING THIS EVENT, WE HONORED 25 YOUNG MONTANANS WHO ARE MOVING THEIR COMMUNITIES FORWARD DURING OUR FLAGSHIP 25 UNDER 25 AWARDS PROGRAM.
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IRS990/MissionDesc0FORWARD MONTANA FOUNDATION EDUCATES, ENGAGES, AND ORGANIZES YOUNG MONTANANS TO SHAPE THEIR DEMOCRACY TO IMPROVE THEIR LIVES AND THE LIVES OF THEIR FELLOW MONTANANS.
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IRS990/OtherExpensesGrp/Desc2STAFF TRAINING
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/FundraisingAmt01899
IRS990/OtherExpensesGrp/FundraisingAmt1143
IRS990/OtherExpensesGrp/FundraisingAmt2121
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02388
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1693
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2733
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31278
IRS990/OtherExpensesGrp/ProgramServicesAmt08244
IRS990/OtherExpensesGrp/ProgramServicesAmt11864
IRS990/OtherExpensesGrp/ProgramServicesAmt2934
IRS990/OtherExpensesGrp/TotalAmt012531
IRS990/OtherExpensesGrp/TotalAmt12700
IRS990/OtherExpensesGrp/TotalAmt21788
IRS990/OtherExpensesGrp/TotalAmt31278
IRS990/OtherLiabilitiesGrp/BOYAmt017620
IRS990/OtherLiabilitiesGrp/EOYAmt033569
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt021859
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt029998
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0127016
IRS990/OtherSalariesAndWagesGrp/TotalAmt0178873
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02459
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03366
IRS990/PayrollTaxesGrp/ProgramServicesAmt014335
IRS990/PayrollTaxesGrp/TotalAmt020160
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt020000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KIERSTEN IWAI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0ISSUE ADVOCACYYOUNG PEOPLE BECOME CIVICALLY ENGAGED BECAUSE OF THE ISSUES THEY CARE ABOUT LIKE CLIMATE CHANGE AND PUBLIC LANDS, AFFORDABLE HOUSING AND EDUCATION, AND LGBTQ EQUALITY. OUR TEAM ADVOCATED FOR THE POLICIES THAT REFLECT THE VISION AND VALUES OF YOUNG MONTANANS. WE HOSTED LOCAL EDUCATIONAL HAPPY HOURS, COLLECTED STORIES AND TESTIMONIES FROM OUR PEERS, WROTE LETTERS-TO-THE-EDITORS AND OPEDS, AND MONITORED LEGISLATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt085824
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05000
IRS990/ProgSrvcAccomActy3Grp/Desc0VOTER REGISTRATION AND MOBILIZATIONOUR VOTER REGISTRATION PROGRAM CONTINUES TO BE THE LARGEST 3RD-PARTY VOTER REGISTRATION PROGRAM IN THE STATE. WE HELD THREE MAJOR VOTER REGISTRATION EVENTS IN COMMUNITIES ACROSS MONTANA: CAMPUS TOUR, NATIONAL VOTER REGISTRATION DAY, AND STUDENT VOTER DAY. ADDITIONALLY, OUR FIELD TEAMS ARE REGISTERING VOTERS AT COMMUNITY AND CAMPUS EVENTS ACROSS THE STATE.WE MOBILIZED YOUNG VOTERS IN MONTANA TO TURN OUT FOR THEIR LOCAL MUNICIPAL ELECTIONS. THIS INCLUDED MAKING 11,606 PHONE CALLS TO OUR PEERS AND HOSTING CALL NIGHTS WITH OUR HIGH SCHOOL FELLOWS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt072288
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0410519
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt074
IRS990/PYOtherExpensesAmt0118973
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt032396
IRS990/PYRevenuesLessExpensesAmt097800
IRS990/PYSalariesCompEmpBnftPaidAmt0226216
IRS990/PYTotalExpensesAmt0345189
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0442989
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0178590
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt038770
IRS990/SavingsAndTempCashInvstGrp/EOYAmt038934
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS - 2016 AMOUNT: $ 3,500.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1PROGRAM SERVICE REVENUE REPORTED ON LINE 10 FOR 2016 TO 2018 WAS MOVED TO LINE 12 IN ORDER TO ACCURATELY CALCULATE THE PUBLIC SUPPORT PERCENTAGE FOR SCHEDULE A, PART II.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART II, LINE 10, EXPLANATION OF CHANGE:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0568215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0410519
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0288241
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0135250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0127076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01529301
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0164
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt074
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0291
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0110254
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03500
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94340
IRS990ScheduleA/PublicSupportPY170Pct00.90860
IRS990ScheduleA/PublicSupportTotal170Amt01446380
IRS990ScheduleA/SubstantialContributorsTotAmt082921
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0568215
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0410519
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0288241
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0135250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0127076
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01529301
IRS990ScheduleA/TotalSupportAmt01533092
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/AvgGrassrootsLobbyingExpendGrp/CurrentYearAmt0493
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/CurrentYearMinus1Amt069
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/CurrentYearMinus2Amt01438
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/CurrentYearMinus3Amt01887
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/TotalAmt03887
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt013560
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt013846
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt011801
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt09293
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt048500
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt054240
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt055382
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt047203
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt037170
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0193995
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt01022
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt08552
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt03151
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus3Amt05392
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt018117
IRS990ScheduleC/GrassrootsCeilingAmt072750
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt013560
IRS990ScheduleC/LobbyingCeilingAmt0290993
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt054240
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0270179
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt0529
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0271201
IRS990ScheduleC/TotalGrassrootsLobbyingGrp/FilingOrganizationsTotalAmt0493
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt01022
IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt033569
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FORWARD MONTANA PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt033569
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SPONSOR DIVERSITY EVENT.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EARTHTONE OUTSIDE MT
IRS990ScheduleI/RecipientTable/RecipientEIN0841954380
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 11212
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BOZEMAN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd059719
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO SIGN A FORM INDICATING THAT THEY HAVE READ AND UNDERSTAND FORWARD MT FOUNDATION'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/ExplanationTxt2FORWARD MONTANA FOUNDATION AND FORWARD MONTANA (A 501(C)(4) 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. FORWARD MONTANA HAS A PROCESS IN PLACE FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND OTHER EMPLOYEES. THAT PROCESS IS AS FOLLOWS: - 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/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS OFFICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00

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.$3.03$0.46$2.57$2.62$1.77$0.85
2023Detailed filing. Detailed filing data is available for this year.$1.81$0.09$1.72$1.74$1.06$0.68
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.05$1.04$0.94$0.60$0.34
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.45$0.71$0.55$0.80$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.22$0.96$1.39$0.81$0.58
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.03$0.38$0.57$0.39$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.22$0.02$0.20$0.44$0.35$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.12$0.02$0.10$0.29$0.24$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.01$0.05$0.22$0.19$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.01$0.02$0.13$0.13$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.02$0.03$0.20$0.18$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.02$0.01$0.11$0.13$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.18$0.13$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.02$0.02$0.05$0.07$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.01$0.01$0.06$0.08$0.02