Civic Intelligence

Trust Montana Inc

EIN 45-3204921 • 501(c)3 • Missoula, MT

Profile

Trust montana's mission is to promote community land trusts and hold land in trust to facilitate workforce housing, farmland affordability, and the preservation of vital community assets that keep rural and urban areas livable for montanans of varied economic means.

PO Box 8791Missoula, MT 59807

trustmontanaclt.org

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.16x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

0.68x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

68th percentile

16%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

90th percentile

50%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-41%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$2,321,382

Up $227,477 (+11%) from 2024

Liabilities

Down

$32,651

Down $8,165 (-20%) from 2024

Net Assets

Up

$2,288,731

Up $235,642 (+11%) from 2024

Operations
Liabilities / Revenue84th percentileNet Margin68th percentile

Revenue

Down

$522,793

Down $702,535 (-57%) from 2024

Expenses

Up

$287,144

Up $22,131 (+8.4%) from 2024

Net Income

Down

$235,649

Down $724,666 (-75%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $55,625Liabilities 2015: $02015Assets 2016: $93,124Liabilities 2016: $0Net Assets 2016: $93,1242016Assets 2017: $100,675Liabilities 2017: $565Net Assets 2017: $100,1102017Assets 2018: $437,240Liabilities 2018: $206,745Net Assets 2018: $230,4952018Assets 2019: $456,400Liabilities 2019: $36,523Net Assets 2019: $419,8772019Assets 2020: $585,603Liabilities 2020: $19,238Net Assets 2020: $566,3652020Assets 2021: $623,976Liabilities 2021: $5,789Net Assets 2021: $618,1872021Assets 2022: $865,587Liabilities 2022: $4,813Net Assets 2022: $860,7742022Assets 2023: $1,296,281Liabilities 2023: $203,449Net Assets 2023: $1,092,8322023Assets 2024: $2,093,905Liabilities 2024: $40,816Net Assets 2024: $2,053,0892024Assets 2025: $2,321,382Liabilities 2025: $32,651Net Assets 2025: $2,288,7312025

Highlighted filing

2025

Assets$2,321,382
Liabilities$32,651
Net Assets$2,288,731
Open 2025 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.5M$1.0M$500K$0Revenue 2015: $88,200Expenses 2015: $25,981Net Income 2015: $62,2192015Revenue 2016: $43,850Expenses 2016: $25,422Net Income 2016: $18,4282016Revenue 2017: $37,734Expenses 2017: $30,748Net Income 2017: $6,9862017Revenue 2018: $201,605Expenses 2018: $71,220Net Income 2018: $130,3852018Revenue 2019: $310,609Expenses 2019: $119,227Net Income 2019: $191,3822019Revenue 2020: $312,817Expenses 2020: $166,328Net Income 2020: $146,4892020Revenue 2021: $320,722Expenses 2021: $268,900Net Income 2021: $51,8222021Revenue 2022: $501,369Expenses 2022: $257,782Net Income 2022: $243,5872022Revenue 2023: $298,117Expenses 2023: $251,505Net Income 2023: $46,6122023Revenue 2024: $1,225,328Expenses 2024: $265,013Net Income 2024: $960,3152024Revenue 2025: $522,793Expenses 2025: $287,144Net Income 2025: $235,6492025

Highlighted filing

2025

Revenue$522,793
Expenses$287,144
Net Income$235,649
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$2,321,382
Liabilities
$32,651
Net assets
$2,288,731
Revenue
$522,793
Expenses
$287,144
Net income
$235,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.32$0.03$2.29$0.52$0.29$0.24
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.04$2.05$1.23$0.27$0.96
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.20$1.09$0.30$0.25$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.86$0.50$0.26$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.01$0.62$0.32$0.27$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.02$0.57$0.31$0.17$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.04$0.42$0.31$0.12$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.21$0.23$0.20$0.07$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.04$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.04$0.03$0.02
2015Summary only. Only limited summary data is available for this year.$0.06$0.00$0.09$0.03$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 18, 2026
Return Version
2025v4.0
Gross Receipts
$522,793
Mission and Program Overview

Mission

Trust montana's mission is to promote community land trusts and hold land in trust to facilitate workforce housing, farmland affordability, and the preservation of vital community assets that keep rural and urban areas livable for montanans of varied economic means.

To promote community land trusts and hold land in trust to facilitate workforce housing, farmland affordability, and the preservation of vital community assets that keep rural and urban areas livable for montanans of varied economic means.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,917,586$1,963,591▲ $46,005
Savings and Temporary Cash Investments$94,361$242,300▲ $147,939
Cash and Non-Interest-Bearing Accounts$81,374$115,491▲ $34,117
Loans From Officers Directors-$25,000-
Accounts Receivable$584--
Total Assets$2,093,905$2,321,382▲ $227,477
Liabilities
Mortgage Notes Payable Secured by Investment Property$34,498--
Other Liabilities$6,114$5,390▼ $724
Accounts Payable and Accrued Expenses$204$2,261▲ $2,057
Total Liabilities$40,816$32,651▼ $8,165
Net Assets / Fund Balance
Net Assets With Donor Restrictions$752,831$1,822,591▲ $1,069,760
Net Assets Without Donor Restrictions$1,300,258$466,140▼ $834,118
Total Net Assets Fund Balance$2,053,089$2,288,731▲ $235,642
Total Liabilities and Net Assets / Fund Balance$2,093,905$2,321,382▲ $227,477

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,963,591-$1,963,591
Other Land Buildings$0$3,989$3,989

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$33,187$71,864▲ $5,922-$110,452
2024$29,034$501▲ $4,053-$33,187
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Dawn ConklinExecutive DirectorFT$69,904$69,904

Board Members and Trustees

NameTitle
Sheila RicePresident
Nate RichmondVice President
Alexandra IsernMember
Ashlee SchleicherMember
Conrad StroebeMember
Dorothy YoungMember
Jo Ann EderMember
Kayla LappinMember
Nicole BornerMember
Tabetha HeiligMember
Tom ZavitzMember
Tatyana SchmidtSecretary
Larry PhillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$486,452
Program Service Revenue
$34,020
Investment Income
$2,321
Other Revenue
$0
All Other Contributions
$486,452
Change in Net Assets
$235,649

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2$46,005Fair Market Value (FMV)
Total Noncash Contributions2$46,005-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$224,967
Total Fundraising Expense$89,546
Other Expenses$62,177
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$14,080$54,568$62,559$131,207
Current Officers, Directors, Trustees, and Key Employees$45,438$13,981$10,485$69,904
Payroll Taxes$5,287$6,090$6,489$17,866
Fees for Services Accounting-$17,472-$17,472
Information Technology-$6,900$49$6,949
Other Employee Benefits$1,772$2,042$2,176$5,990
Travel$1,050$3,444$1,419$5,913
Advertising$1,500-$3,764$5,264
Office Expenses$332$2,744$1,335$4,411
Insurance$2,244$1,624-$3,868
Conferences and Meetings$329$1,054$1,270$2,653
Other Expenses$176$1,481-$1,657
Interest$1,360--$1,360
Occupancy$713--$713
Fees for Services Legal$170--$170
Total Functional Expenses$86,198$111,400$89,546$287,144
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
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$25,000-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$5,390
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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

“Finance committee reviews and motions to accept. Vote is taken at board meeting.”

Form 990, Part VI, Section B, Line 12C

“Board members monitor their own areas where conflict may arise. They state this conflict to the executive committee. Each year the board members will sign forms to renew their commitment to compliance.”

Form 990, Part VI, Section B, Line 15A

“Annual review is led by board chair. Their are forms for 360 feedback to board and staff. A decision for salary increase is developed based on funding projections during the budget process.”

Form 990, Part VI, Section C, Line 19

“The form 990 is available on the organization's website. Other documents would be made available upon request.”

Filing and Contact Details

Filer

Filer Name
Trust Montana Inc
EIN
45-3204921
Phone
4068987636
Address
PO BOX 8791, MISSOULA, MT 59807

Signing Officer

Name
Dawn Conklin
Title
Executive Director
Phone
4068987636
Signed
2026-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn Conklin
Formed
2010
Legal Domicile
Mt
Voting Board Members
13
Independent Board Members
13
Employees
6
Volunteers
14

Preparer

Firm
Red Rock Accounting Solutions
Address
189 BLARNEY BLVD, BUTTE, MT 59701
Preparer
Linsay Carlson
Phone
4062019120
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“To maintain and support long-term initiatives of promoting community land trusts throughout the state of montana.”

Raw XML AppendixShowing 400 of 529 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/Desc0CLT HOMES:TRUST MONTANA'S PERMANENTLY AFFORDABLE HOMES PROGRAM PRESERVES RENTAL UNITS AND HOMEOWNERSHIP PROPERTIES IN TRUST TO GUARANTEE AFFORDABILITY FOR CURRENT AND FUTURE FAMILIES. TRUST MONTANA STEWARDS 30 HOMES AND 5 RENTAL PROPERTIES IN EIGHT COMMUNITIES ACROSS THE STATE, HAVING ADDED TWO NEW HOME OWNERSHIP OPPORTUNITIES AND ONE RENTAL UNITS IN 2025. TRUST MONTANA HOME OWNERS AND RENTERS MUST INCOME-QUALIFY, ENSURING THAT THESE HOMES BENEFIT WORKING CLASS INDIVIDUALS IN COMMUNITIES. THE EXPANSION TO ADD AN ADDITIONAL RENTAL PROPERTY IN 2025 WAS CO-DESIGNED WITH THE COMMUNITY, RESPONDING TO THE NEED FOR DIVERSE AFFORDABLE HOUSING TYPES.AFFORDABLE LAND LLC IS A SINGLE-MEMBER LLC OWNED BY TRUST MONTANA. IT WAS FORMED IN 2019 TO HOLD THE TITLES OF ALL LAND THAT IS ACQUIRED FOR PERMANENTLY AFFORDABLE PROJECTS OF TRUST MONTANA. AFFORDABLE LAND COLLECTS LEASE FEES FROM EACH HOUSEHOLD MONTHLY. IT ALSO COLLECTS STEWARDSHIP PAYMENTS AT THE TIME OF HOME CLOSINGS AND THOSE FUNDS ARE PLACED INTO A SAVINGS ACCOUNT TO ENSURE THAT FUTURE MAINTENANCE AND OTHER EXPENSES WILL BE COVERED.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0522793
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt049
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06900
IRS990/InformationTechnologyGrp/TotalAmt06949
IRS990/InsuranceGrp/ManagementAndGeneralAmt01624
IRS990/InsuranceGrp/ProgramServicesAmt02244
IRS990/InsuranceGrp/TotalAmt03868
IRS990/InterestGrp/ProgramServicesAmt01360
IRS990/InterestGrp/TotalAmt01360
IRS990/InvestmentIncomeGrp/ExclusionAmt02321
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02321
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03989
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01917586
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01963591
IRS990/LandBldgEquipCostOrOtherBssAmt01967580
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt025000
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TRUST MONTANA'S MISSION IS TO PROMOTE COMMUNITY LAND TRUSTS AND HOLD LAND IN TRUST TO FACILITATE WORKFORCE HOUSING, FARMLAND AFFORDABILITY, AND THE PRESERVATION OF VITAL COMMUNITY ASSETS THAT KEEP RURAL AND URBAN AREAS LIVABLE FOR MONTANANS OF VARIED ECONOMIC MEANS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt034498
IRS990/NetAssetsOrFundBalancesBOYAmt02053089
IRS990/NetAssetsOrFundBalancesEOYAmt02288731
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-7
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01300258
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0466140
IRS990/NoncashContributionsAmt046005
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0713
IRS990/OccupancyGrp/TotalAmt0713
IRS990/OfficeExpensesGrp/FundraisingAmt01335
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02744
IRS990/OfficeExpensesGrp/ProgramServicesAmt0332
IRS990/OfficeExpensesGrp/TotalAmt04411
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02176
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02042
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01772
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05990
IRS990/OtherExpensesGrp/Desc0LAND ACQUISITION & DEVE
IRS990/OtherExpensesGrp/Desc1BANK & CC CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01481
IRS990/OtherExpensesGrp/ProgramServicesAmt011747
IRS990/OtherExpensesGrp/ProgramServicesAmt1176
IRS990/OtherExpensesGrp/TotalAmt011747
IRS990/OtherExpensesGrp/TotalAmt11657
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt06114
IRS990/OtherLiabilitiesGrp/EOYAmt05390
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt062559
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt054568
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt014080
IRS990/OtherSalariesAndWagesGrp/TotalAmt0131207
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06489
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06090
IRS990/PayrollTaxesGrp/ProgramServicesAmt05287
IRS990/PayrollTaxesGrp/TotalAmt017866
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAWN CONKLIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2531390
IRS990/ProgramServiceRevenueGrp/Desc0LEASE FEES
IRS990/ProgramServiceRevenueGrp/Desc1CONTRACT INCOME
IRS990/ProgramServiceRevenueGrp/Desc2STEWARDSHIP PAYMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021570
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17450
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021570
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25000
IRS990/ProgSrvcAccomActy2Grp/Desc0CLT FARM: IN 2025, ON THE HEELS OF TRUST MONTANA'S COMMUNITY LAND TRUST FARM UNDER THE ORGANIZATION'S AG LAND PRESERVATION PROGRAM, WE CONTINUED OUR WORK WITH THE FARMER AND ENGAGING AG AND CONSERVATIONS EXPERTS TO SERVE ON OUR NEWLY FOUNDED FARM VIABILITY COMMITTEE. WE PURSUED NEW OPPORTUNITIES. WE SPOKE WITH FOUR FARMERS ABOUT POTENTIAL PARTNERSHIPS. THE PRESERVATION OF AGRICULTURAL LAND AND SOILS IS CRITICAL TO MAINTAINING LOCAL FOOD SYSTEMS. PROJECTS LIKE THESE NOT ONLY BENEFIT THE BEGINNING FARMERS OPERATING ON THE LAND UNDER A LAND-LEASE AND USAGE AGREEMENT, BUT ALSO THE SURROUNDING COMMUNITY WITH INCREASED ACCESS TO LOCALLY, ORGANICALLY-GROWN FOOD.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt014156
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATION AND ADVOCACY OF CLTS:TRUST MONTANA ALSO LEADS EFFORTS TO EXPAND EDUCATION AND UNDERSTANDING OF THE COMMUNITY LAND TRUST MODEL IN THE STATE THROUGH ITS CLT EDUCATION PROGRAM. WITH 22 PRESENTATIONS IN 2025, SERVING 1,350 PEOPLE, THE ORGANIZATION SUPPORTS REALTORS, TITLE AGENTS, LENDERS, AND POTENTIAL HOMEBUYERS. MANY OF THESE PRESENTATIONS QUALIFY AS CONTINUING EDUCATION CREDITS IN THESE INDUSTRIES. TRUST MONTANA ALSO SERVES AS AN EXPERT AND TECHNICAL ASSISTANCE PROVIDER FOR OTHER LAND TRUSTS OPERATING IN THE STATE. AT ANY GIVEN TIME, THE ORGANIZATION IS SUPPORTING 3-5 PEER LAND TRUST PROJECTS, AS WELL AS NAVIGATING EXPLORATORY AND PLANNING CONVERSATIONS WITH 7-12 PARTNERS TO IDENTIFY NEW AND EMERGING PROJECTS FOR TRUST MONTANA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt016617
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt07450
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01187272
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02300
IRS990/PYInvestmentIncomeAmt06502
IRS990/PYOtherExpensesAmt058630
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt031554
IRS990/PYRevenuesLessExpensesAmt0960315
IRS990/PYSalariesCompEmpBnftPaidAmt0204083
IRS990/PYTotalExpensesAmt0265013
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01225328
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0235649
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt026570
IRS990/SavingsAndTempCashInvstGrp/BOYAmt094361
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0242300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0486452
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01187272
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0284388
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0480705
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0304890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02743707
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02321
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06267
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0248
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0103
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08941
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0115445
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62040
IRS990ScheduleA/PublicSupportPY170Pct00.67600
IRS990ScheduleA/PublicSupportTotal170Amt01707784
IRS990ScheduleA/SubstantialContributorsTotAmt01035923
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0486452
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01187272
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0284388
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0480705
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0304890
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02743707
IRS990ScheduleA/TotalSupportAmt02752648
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
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0521
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt033187
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt071864
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0110452
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05922
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0401
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt029034
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0501
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt033187
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04053
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/LandGrp/BookValueAmt01963591
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01963591
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03989
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03989
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05390
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO MAINTAIN AND SUPPORT LONG-TERM INITIATIVES OF PROMOTING COMMUNITY LAND TRUSTS THROUGHOUT THE STATE OF MONTANA.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01963591
IRS990ScheduleD/TotalLiabilityAmt05390
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt025000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0FUNDS USED TO PAY OFF ORIGINAL LOAN WITH NEIGHBORWORKS MT FOR CORNER FARM
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt025000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JO ANN EDER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0BOARD MEMBER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt025000
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt02
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0LAND
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X

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