Civic Intelligence

Trust Montana Inc

990 • Fiscal year 2019 • EIN 45-3204921

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 16, 2020

Organization ProfileTRUSTMONTANA.ORG
117 West BroadwayMissoula, MT 59802

(406) 201-5652

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

84th percentile

0.12x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

54th percentile

4.4%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

87th percentile

54%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$456,400

Up $19,160 (+4.4%) from 2018

Net Assets

Up

$419,877

Up $189,382 (+82%) from 2018

Liabilities

Down

$36,523

Down $170,222 (-82%) from 2018

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin94th percentile

Revenue

Up

$310,609

Up $109,004 (+54%) from 2018

Expenses

Up

$119,227

Up $48,007 (+67%) from 2018

Net Income

Up

$191,382

Up $60,997 (+47%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$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

2019

Assets$456,400
Liabilities$36,523
Net Assets$419,877
Open 2019 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$310,609
Expenses$119,227
Net Income$191,382
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 16, 2020
Return Version
2019v5.1
Gross Receipts
$310,609
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$340,625$378,125▲ $37,500
Cash and Non-Interest-Bearing Accounts$42,765$68,874▲ $26,109
Savings and Temporary Cash Investments-$9,001-
Intangible Assets$1,250--
Pledges and Grants Receivable$52,600$400▼ $52,200
Total Assets$437,240$456,400▲ $19,160
Liabilities
Mortgage Notes Payable Secured by Investment Property$205,775$34,295▼ $171,480
Other Liabilities$970$2,228▲ $1,258
Total Liabilities$206,745$36,523▼ $170,222
Net Assets / Fund Balance
Net Assets With Donor Restrictions$129,824$378,115▲ $248,291
Net Assets Without Donor Restrictions$100,671$41,762▼ $58,909
Total Net Assets Fund Balance$230,495$419,877▲ $189,382
Total Liabilities and Net Assets / Fund Balance$437,240$456,400▲ $19,160

Asset Categories

AssetBook ValueDepreciationBasis
Land$378,125--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Bob OaksPresident
Marney McclearyVice President
Bonnie BuckinghamBoard Member
Brian GuyerBoard Member
Danielle MaidenBoard Member
Jesse DodsonBoard Member
Jill DaviesBoard Member
Jo Ann EderBoard Member
Phillip MaechlingBoard Member
Sheila RiceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$298,676
Program Service Revenue
$11,932
Investment Income
$1
Other Revenue
$0
All Other Contributions
$294,468
Change in Net Assets
$191,382

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
Real Estate Residential1$37,500fair market value
Total Noncash Contributions1$37,500-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$90,667
Other Expenses$28,560
Total Fundraising Expense$263
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$51,569$30,803-$82,372
Payroll Taxes$4,459$2,756-$7,215
Fees for Services Accounting-$6,782-$6,782
Travel$2,313$2,600-$4,913
Occupancy-$4,400-$4,400
Advertising$57$3,915-$3,972
Office Expenses$105$1,704-$1,809
Insurance$239$1,217-$1,456
Other Salaries and Wages$1,080--$1,080
Fees for Services Legal$1,062--$1,062
Other Expenses$672$35-$672
All Other Expenses-$149$263$412
Total Functional Expenses$64,603$54,361$263$119,227
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$2,228
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
Yes
Other officer compensation reviewed
Yes
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 A, line 6

“Trust montana has non-voting members.”

Form 990, Part VI, Section B, line 11B

“An electronic copy of the 990 is made available to all board members prior to filing”

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

“Board members and employees annually file conflict of interest statements”

Form 990, Part VI, Section B, line 15

“Board of directors approve all compensation”

Form 990, Part VI, Section C, line 19

“Trust montana's governing documents and conflict of interest policy are available on trust montana's website, trustmontana.org financial statements are made available upon request”

Filing and Contact Details

Filer

Filer Name
Trust Montana
EIN
45-3204921
Phone
4062015652
Address
117 WEST BROADWAY, MISSOULA, MT 59802

Signing Officer

Name
Hermina Harold
Title
Exec Director
Phone
4062015652
Signed
2020-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hermina Harold
Formed
2015
Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Wj Kero Cpapc
Address
PO Box 16894, Missoula, MT 59808-6894
Preparer
Mark Byington
Phone
4065492288
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 3

“PREVIOUSLY TRUST MONTANA SET UP A SEPERATE SINGLE MEMBER LLC FOR EACH PROPERTY HELD. IN 2019 THESE INDIVIDUAL LLCs WERE MERGED AND ALL LAND PARCELS HELD IN TRUST WERE TRANSFERRED INTO A NEW SINGLE MEMBER LLC, AFFORDABLE LAND LLC. THIS ENTITY IS OWNED BY TRUST MONTANA. THIS FORM 990 REFLECTS THE TRANSACTIONS OF TRUST MONTANA AND AFFORDABLE LAND LLC ON A CONSOLIDATED BASIS”

990 ; PART IX; LINE 5

“This return is being amended to correct an input error on original return; data that should have been entered on line 5 was entered on line 6 line 6 reports wages to disqualified persons. Trust montana paid no wages (or any other payments) to disqualified persons”

Raw XML AppendixShowing 400 of 456 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/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0HERMINA HAROLD
IRS990/PriorPeriodAdjustmentsAmt0-2000
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/Desc0STEWARDSHIP PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc1LEASE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010800
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11132
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11132
IRS990/ProgSrvcAccomActy2Grp/Desc0AFFORDABLE LAND, LLCAFFORDABLE LAND, LLC IS A SINGLE MEMBER LLC OWNED BY TRUST MONTANA. AFFORDABLE LAND LLC WAS FORMED IN 2019 TO HOLD ALL LAND THAT IS ACQUIRED FOR PERMANENTLY AFFORDABLE PROJECTS OF TRUST MONTANA, INC. PREVIOUSLY LAND WAS HELD IN SEPERATE SINGLE MEMBER LLCs .AFFORDABLE LAND LLC DOES NOT HAVE EMPLOYEES AND EXISTS SOLEY TO HOLD TITLE TO LAND ACQUIRED FOR PERMANENTLY AFFORDABLE HOUSING PROJECTS OF TRUST MONTANA INC. AFFORDABLE LAND LLC OWNS LAND IN THREE AREAS OF THE STATE, WITH A TOTAL OF 8 PERMANENTLY AFFORDABLE HOMES ON THE LAND SO FAR, WITH 20+ ADDITIONAL HOMES SLATED FOR 2021. TRUST MONTANA PARTNERS WITH NON-PROFIT DEVELOPERS TO HAVE THE HOMES BUILT, AND TAKES ON THE LONG-TERM STEWARDSHIP OF THE HOMES ONCE THEY ARE SOLD TO ENSURE THAT THE SUBSIDY INVESTED SERVES MULTIPLE GENERATIONS OF PEOPLE. TRUST MONTANA ARRANGES THE LAND TRANSFER INTO THE LLC, SUPPORTS THE HOME OWNERS OVER THE LONG-TERM, AND OVERSEES ALL RESALES TO NEW LOW INCOME BUYERS TO ENSURE THE HOMES REMAIN AFFORDABLE. CURRENT PARTNERS ARE HABITAT FOR HUMANITY OF GALLATIN VALLEY, HELENA AREA HABITAT FOR HUMANITY, THE RED LODGE AREA COMMUNITY FOUNDATION, DESMET SCHOOL, THE CITY OF HELENA, AND HOMEWORD INC.THE PROPERTIES OWNED BY AFFORDABLE LAND LLC ARE LOCATED IN THE FOLLOWING AREAS:1) RED LODGE WHERE AFFORDABLE LAND, LLC HOLDS THE LAND UNDER TWO THREE BEDROOM HOMES. THE FIRST HOME WAS SOLD TO ITS CURRENT OWNER BY HABITAT FOR HUMANITY OF RED LODGE BEFORE THE HABITAT AFFILIATE WAS DISSOLVED. THE LAND UNDER THE HOME WAS TRANSFERRED TO TRUST MONTANA IN 2015. THE SECOND HOME WAS DEVELOPED AND SOLD BY RED LODGE AREA COMMUNITY FOUNDATION TO AN INCOME QUALIFIED BUYER. THESE PROPERTIES WERE TRNSFERRED INTO AFFORDABLE LAND LLC IN NOVEMBER OF 20192) MONTANA STREET HOMES IN MISSOULA. LOCATED ON MISSOULA MONTANA'S WEST SIDE, THIS PROJECT INCLUDES SIX SINGLE FAMILY HOMES AND A COMMUNITY GARDEN. FIVE TWO BEDROOM HOMES WERE DEVELOPED AND SOLD BY HOMEWORD, INC FOR $120,000 EACH AND A ONE BEDROOM HOME SOLD FOR $100,000.INDIVIDUALS WHO PURCHASED THE HOMES ENTERED INTO A LAND LEASE WITH AFFORDABLE LAND, LLC.. PURCHASERS MUST BE EARNING LESS THAN 80% OF AREA MEDIAN INCOME. MEDIAN HOME PRICE IN MISSOULA WAS $290,000 IN 2018. RESALE IS RESTRICTED TO QUALIFIED BUYERS AS WELL, KEEPING THE HOMES PERMANENTLY AFFORDABLE. 3) LIVINGSTON, WHERE LAND IS HELD UNDER ONE FOUR-BEDROOM HOME THAT WAS DEVELOPED BY HABITAT FOR HUMANITY OF GALLATIN VALLEY AND PURCHASED IN AUGUST OF 2019 BY AN INCOME QUALIFIED PERSON FOR $165,000. HABITAT FOR HUMANITY HOUSING CLT, LLC WAS THE OWNER OF THE LAND BEFORE IT WAS TRANSFERRED INTO AFFORDABLE HOMES, LLC IN NOVEMBER OF 2019. UP TO FIFTEEN ADDITIONAL HOMESITES WILL BE TRANSFERRED TO AFFORDABLE HOMES LLC IN THIS AREA VIA LAND DONATIONS FROM HABITAT FOR HUMANITY OF GALLATIN VALLEY.AFFORDABLE LAND LLC COLLECTS LEASE FEES FROM EACH HOUSHOLD IN THE AMOUNT OF $25-$30 PER MONTH.AFFORDABLE LAND LLC COLLECTS STEWARDSHIP FEES AT THE TIME OF HOME CLOSINGS IN THE AMOUNT OF $1,000 TO $2,000, AND PLACES THOSE FUNDS INTO A SAVINGS ACCOUNT TO ENSURE THAT FUTURE MAINTENANCE AND OTHER EXPENSES WILL BE COVERED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06133
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt011933
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0201082
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt023915
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0523
IRS990/PYRevenuesLessExpensesAmt0130385
IRS990/PYSalariesCompEmpBnftPaidAmt047305
IRS990/PYTotalExpensesAmt071220
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0201605
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0191382
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0261176
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0201083
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt037734
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt043850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt088200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0632043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt012706
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0632043
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0261176
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0201083
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt037734
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt043850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt088200
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0632043
IRS990ScheduleA/TotalSupportAmt0632044
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/LandGrp/BookValueAmt0378125
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0378125
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02228
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0378125
IRS990ScheduleD/TotalLiabilityAmt02228
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/RealEstateResidentialGrp/ContributionCnt01
IRS990ScheduleM/RealEstateResidentialGrp/MethodOfDeterminingRevenuesTxt0fair market value
IRS990ScheduleM/RealEstateResidentialGrp/NonCashCheckboxInd0X
IRS990ScheduleM/RealEstateResidentialGrp/NoncashContributionsRptF990Amt037500
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PREVIOUSLY TRUST MONTANA SET UP A SEPERATE SINGLE MEMBER LLC FOR EACH PROPERTY HELD. IN 2019 THESE INDIVIDUAL LLCs WERE MERGED AND ALL LAND PARCELS HELD IN TRUST WERE TRANSFERRED INTO A NEW SINGLE MEMBER LLC, AFFORDABLE LAND LLC. THIS ENTITY IS OWNED BY TRUST MONTANA. THIS FORM 990 REFLECTS THE TRANSACTIONS OF TRUST MONTANA AND AFFORDABLE LAND LLC ON A CONSOLIDATED BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUST MONTANA HAS NON-VOTING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN ELECTRONIC COPY OF THE 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS AND EMPLOYEES ANNUALLY FILE CONFLICT OF INTEREST STATEMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD OF DIRECTORS APPROVE ALL COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUST MONTANA'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON TRUST MONTANA'S WEBSITE, TRUSTMONTANA.ORG FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THIS RETURN IS BEING AMENDED TO CORRECT AN INPUT ERROR ON ORIGINAL RETURN; DATA THAT SHOULD HAVE BEEN ENTERED ON LINE 5 WAS ENTERED ON LINE 6 LINE 6 REPORTS WAGES TO DISQUALIFIED PERSONS. TRUST MONTANA PAID NO WAGES (OR ANY OTHER PAYMENTS) TO DISQUALIFIED PERSONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6990 ; PART IX; LINE 5
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0TRUST MONTANA
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0AFFORDABLE LAND LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0LAND TRUST
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0117 WEST BROADWAY
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0MISSOULA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd059802
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0340625
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AFFORDABLE LAND LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0437240
IRS990/TotalAssetsEOYAmt0456400
IRS990/TotalAssetsGrp/BOYAmt0437240
IRS990/TotalAssetsGrp/EOYAmt0456400
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0298676
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0263
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054361
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064603
IRS990/TotalFunctionalExpensesGrp/TotalAmt0119227
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0206745
IRS990/TotalLiabilitiesEOYAmt036523
IRS990/TotalLiabilitiesGrp/BOYAmt0206745
IRS990/TotalLiabilitiesGrp/EOYAmt036523
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0230495
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0419877
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt064603
IRS990/TotalProgramServiceRevenueAmt011932
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011933

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$456,400
Liabilities
$36,523
Net assets
$419,877
Revenue
$310,609
Expenses
$119,227
Net income
$191,382
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