Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Community First Fund of Montana
EIN 32-0314349 • 501(c)4 • Bozeman, MT
Profile
COMMUNITY DEVELOPMENT
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
61st percentile
Higher net margin than 61% of similar nonprofits.
Top Officer Pay
91st percentile
Higher top officer pay than 91% of similar nonprofits.
Top officer pay equals 42.9% of source-year revenue.
Asset Growth
55th percentile
Faster asset growth than 55% of similar nonprofits.
Revenue Growth
13th percentile
Faster revenue growth than 13% of similar nonprofits.
Balance Sheet
Assets
Down$228,059
Down $38,738 (-15%) from 2022
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$228,059
Down $38,738 (-15%) from 2022
Revenue
Up$17,949
Up $15,135 (+538%) from 2022
Expenses
Down$27,523
Down $42,693 (-61%) from 2022
Net Income
Up-$9,574
Up $57,828 (+86%) from 2022
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $228,059
- Liabilities
- -
- Net assets
- $228,059
- Revenue
- $17,949
- Expenses
- $27,523
- Net income
- -$9,574
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- May 5, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $17,949
Mission and Program Overview
Mission
Encourage growth and other positive elements of community development through job creation, business promotion, affordable housing, and establishing enduring physical and social institutions.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| ENCOURAGE GROWTH AND OTHER POSITIVE ELEMENTS OF COMMUNITY DEVELOPMENT THROUGH JOB CREATION, BUSINESS PROMOTION, AFFORDABLE HOUSING, AND ESTABLISHING ENDURING PHYSICAL AND SOCIAL INSTITUTIONS. TWO COMMUNITY DEVELOPMENT LOANS WERE SERVICED DURING THE YEAR. | $19,700 | $27,523 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JEFFREY K RUPP | Board Chair | PT | $6,000 | - | $6,000 |
| HEATHER GRENIER | Vice Chair | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Community First Fund of Montana
- EIN
- 32-0314349
- Address
- PO BOX 1801, BOZEMAN, MT 59771
Signing Officer
- Name
- Heather Grenier
- Title
- Vice Chair
- Signed
- 2025-05-05
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Sally M Hensel CPA Pc
- Address
- 2825 STOCKYARD RD STE I1, MISSOULA, MT 59808-1548
- Preparer
- Sally Hensel CPA
- Phone
- 4065427001
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses office supplies 1,023 meals-business/travel 225 total 1,248”
Form 990-ez, Part II, Line 24
“Allowance 0 0 less allowance 28,050 28,050 net -28,050 -28,050 loans receivable hrdc 76,973 74,646 loan receivable elles belles 18,120 18,120 interest receivable 9,930 9,930 total 76,973 74,646”
Form 990-ez, Part III
“Encourage growth and other positive elements of community development through job creation, business promotion, affordable housing, and establishing enduring physical and social institutions.”
Form 990-ez, Part III, Line 28
“Encourage growth and other positive elements of community development through job creation, business promotion, affordable housing, and establishing enduring physical and social institutions. Two community development loans were serviced during the year.”
Raw XML Appendix100 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 | JEFFREY RUPP |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4065861380 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 1801 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BOZEMAN |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 59771 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 160660 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 153413 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 14830 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -9574 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 575 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 237633 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 228059 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 19700 |
| IRS990EZ/GrossReceiptsAmt | 0 | 17949 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 462 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 237633 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 228059 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 237633 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 228059 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 8.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 6000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JEFFREY K RUPP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | HEATHER GRENIER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | BOARD CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE CHAIR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 76973 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 74646 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 1248 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | ENCOURAGE GROWTH AND OTHER POSITIVE ELEMENTS OF COMMUNITY DEVELOPMENT THROUGH JOB CREATION, BUSINESS PROMOTION, AFFORDABLE HOUSING, AND ESTABLISHING ENDURING PHYSICAL AND SOCIAL INSTITUTIONS. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 2657 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ENCOURAGE GROWTH AND OTHER POSITIVE ELEMENTS OF COMMUNITY DEVELOPMENT THROUGH JOB CREATION, BUSINESS PROMOTION, AFFORDABLE HOUSING, AND ESTABLISHING ENDURING PHYSICAL AND SOCIAL INSTITUTIONS. TWO COMMUNITY DEVELOPMENT LOANS WERE SERVICED DURING THE YEAR. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 19700 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 27523 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 6000 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 27523 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 27523 |
| IRS990EZ/TotalRevenueAmt | 0 | 17949 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE SUPPLIES 1,023 MEALS-BUSINESS/TRAVEL 225 TOTAL 1,248 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ALLOWANCE 0 0 LESS ALLOWANCE 28,050 28,050 NET -28,050 -28,050 LOANS RECEIVABLE HRDC 76,973 74,646 LOAN RECEIVABLE ELLES BELLES 18,120 18,120 INTEREST RECEIVABLE 9,930 9,930 TOTAL 76,973 74,646 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ENCOURAGE GROWTH AND OTHER POSITIVE ELEMENTS OF COMMUNITY DEVELOPMENT THROUGH JOB CREATION, BUSINESS PROMOTION, AFFORDABLE HOUSING, AND ESTABLISHING ENDURING PHYSICAL AND SOCIAL INSTITUTIONS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ENCOURAGE GROWTH AND OTHER POSITIVE ELEMENTS OF COMMUNITY DEVELOPMENT THROUGH JOB CREATION, BUSINESS PROMOTION, AFFORDABLE HOUSING, AND ESTABLISHING ENDURING PHYSICAL AND SOCIAL INSTITUTIONS. TWO COMMUNITY DEVELOPMENT LOANS WERE SERVICED DURING THE YEAR. |
| 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 III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | HEATHER GRENIER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VICE CHAIR |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | COMMUNITY FIRST FUND OF MONTANA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | COMM |
| ReturnHeader/Filer/EIN | 0 | 320314349 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 1801 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BOZEMAN |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 59771 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 811036915 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SALLY M HENSEL CPA PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2825 STOCKYARD RD STE I1 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MISSOULA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 598081548 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4065427001 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | SALLY HENSEL CPA |
| ReturnHeader/ReturnTs | 0 | 2025-05-12T15:28:48-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
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