Civic Intelligence

Gianforte Family Charitable Trust

EIN 30-6089834 • Bozeman, MT

PO Box 11253Bozeman, MT 59719
Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$100M-$250M nonprofits • Source year 2024

Net Margin

6th percentile

-53%

Higher net margin than 6% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

13th percentile

$12,000

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

68th percentile

9.6%

Faster asset growth than 68% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

56%

Faster revenue growth than 85% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$231,143,426

Up $20,219,868 (+9.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$231,143,426

Up $20,219,868 (+9.6%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin6th percentile

Revenue

Up

$8,776,480

Up $3,154,850 (+56%) from 2023

Expenses

Up

$13,384,288

Up $1,412,077 (+12%) from 2023

Net Income

Up

-$4,607,808

Up $1,742,773 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$300M$200M$100M$0Assets 2010: $99,178,058Liabilities 2010: $0Net Assets 2010: $99,178,0582010Assets 2011: $131,386,836Liabilities 2011: $0Net Assets 2011: $131,386,8362011Assets 2012: $129,456,006Liabilities 2012: $0Net Assets 2012: $129,456,0062012Assets 2013: $133,684,810Liabilities 2013: $0Net Assets 2013: $133,684,8102013Assets 2014: $134,133,875Liabilities 2014: $0Net Assets 2014: $134,133,8752014Assets 2015: $156,431,629Liabilities 2015: $0Net Assets 2015: $156,431,6292015Assets 2016: $161,400,960Liabilities 2016: $1,215Net Assets 2016: $161,399,7452016Assets 2017: $179,484,939Liabilities 2017: $1,170Net Assets 2017: $179,483,7692017Assets 2018: $162,960,211Liabilities 2018: $0Net Assets 2018: $162,797,2772018Assets 2019: $190,971,579Liabilities 2019: $0Net Assets 2019: $190,971,5792019Assets 2020: $207,863,952Liabilities 2020: $7,043Net Assets 2020: $207,856,9092020Assets 2021: $232,267,609Liabilities 2021: $0Net Assets 2021: $232,267,6092021Assets 2022: $183,634,841Liabilities 2022: $0Net Assets 2022: $183,634,8412022Assets 2023: $210,923,558Liabilities 2023: $0Net Assets 2023: $210,923,5582023Assets 2024: $231,143,426Liabilities 2024: $0Net Assets 2024: $231,143,4262024

Highlighted filing

2024

Assets$231,143,426
Liabilities$0
Net Assets$231,143,426
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$40M$20M$0-$20MExpenses 2010: $3,119,5392010Expenses 2011: $9,162,5272011Expenses 2012: $7,463,2672012Revenue 2013: $6,361,269Expenses 2013: $6,601,111Net Income 2013: -$239,8422013Revenue 2014: $5,720,246Expenses 2014: $6,718,183Net Income 2014: -$997,9372014Revenue 2015: $38,261,267Expenses 2015: $8,022,768Net Income 2015: $30,238,4992015Revenue 2016: $3,894,550Expenses 2016: $8,915,791Net Income 2016: -$5,021,2412016Revenue 2017: $10,096,396Expenses 2017: $9,011,455Net Income 2017: $1,084,9412017Revenue 2018: $9,286,796Expenses 2018: $10,048,247Net Income 2018: -$761,4512018Revenue 2019: $15,554,811Expenses 2019: $10,291,955Net Income 2019: $5,262,8562019Revenue 2020: $10,520,359Expenses 2020: $11,049,360Net Income 2020: -$529,0012020Revenue 2021: $12,872,148Expenses 2021: $10,636,521Net Income 2021: $2,235,6272021Revenue 2022: $6,227,233Expenses 2022: $12,238,712Net Income 2022: -$6,011,4792022Revenue 2023: $5,621,630Expenses 2023: $11,972,211Net Income 2023: -$6,350,5812023Revenue 2024: $8,776,480Expenses 2024: $13,384,288Net Income 2024: -$4,607,8082024

Highlighted filing

2024

Revenue$8,776,480
Expenses$13,384,288
Net Income-$4,607,808
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$231,143,426
Liabilities
$0
Net assets
$231,143,426
Revenue
$8,776,480
Expenses
$13,384,288
Net income
-$4,607,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$231$0.00$231$8.78$13.4$4.61
2023Detailed filing. Detailed filing data is available for this year.$211$0.00$211$5.62$12.0$6.35
2022Detailed filing. Detailed filing data is available for this year.$184$0.00$184$6.23$12.2$6.01
2021Detailed filing. Detailed filing data is available for this year.$232$0.00$232$12.9$10.6$2.24
2020Detailed filing. Detailed filing data is available for this year.$208$0.01$208$10.5$11.0$0.53
2019Detailed filing. Detailed filing data is available for this year.$191$0.00$191$15.6$10.3$5.26
2018Detailed filing. Detailed filing data is available for this year.$163$0.00$163$9.29$10.0$0.76
2017Detailed filing. Detailed filing data is available for this year.$179$0.00$179$10.1$9.01$1.08
2016Detailed filing. Detailed filing data is available for this year.$161$0.00$161$3.89$8.92$5.02
2015Detailed filing. Detailed filing data is available for this year.$156$0.00$156$38.3$8.02$30.2
2014Detailed filing. Detailed filing data is available for this year.$134$0.00$134$5.72$6.72$1.00
2013Detailed filing. Detailed filing data is available for this year.$134$0.00$134$6.36$6.60$0.24
2012Detailed filing. Detailed filing data is available for this year.$129$0.00$129$7.46
2011Detailed filing. Detailed filing data is available for this year.$131$0.00$131$9.16
2010Detailed filing. Detailed filing data is available for this year.$99.2$0.00$99.2$3.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN GIANFORTETrustee-$12,000-$12,000
GREG GIANFORTETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Gianforte Family Charitable Trust
EIN
30-6089834
Phone
4065850604
Address
PO BOX 11253, BOZEMAN, MT 59719

Signing Officer

Name
Susan Gianforte
Title
Trustee
Phone
4065850604
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Wellspring Financial Advisors
Address
5900 LANDERBROOK DR STE 100, CLEVELAND, OH 44124
Preparer
Robert W Jackson
Phone
2163670680
Raw XML AppendixShowing 400 of 2,791 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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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0115000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0110303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt087662
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0110303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0110303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0197965
IRS990PF/FMVAssetsEOYAmt0231143426
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0223285618
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0248113294
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0201696083
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0223872625
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0223872625
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-12362060
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-16969868
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09227475
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07270801
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt07270801
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0210923558
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0231143426
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0231143426
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0210923558
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0231143426
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0210923558
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0231143426
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0222785324
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08242516
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0214542808
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03341780
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010972177
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0222785324
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0124583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt189583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt284667
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt112000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11320 MANLEY ROAD
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SUSAN GIANFORTE
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MT
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04065850604
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0GIANFORTEFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt738882
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt521200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt532500

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