Civic Intelligence

Trust Montana Inc

990 • Fiscal year 2023 • EIN 45-3204921

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 30, 2024

Organization ProfileTRUSTMONTANA.ORG
22 Centennial DriveEnnis, MT 59729

(406) 201-5652

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.16x

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

2023 filings • 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.

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

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

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

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

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

Asset Growth

89th percentile

50%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

9th percentile

-41%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$1,296,281

Up $430,694 (+50%) from 2022

Net Assets

Up

$1,092,832

Up $232,058 (+27%) from 2022

Liabilities

Up

$203,449

Up $198,636 (+4127%) from 2022

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin69th percentile

Revenue

Down

$298,117

Down $203,252 (-41%) from 2022

Expenses

Down

$251,505

Down $6,277 (-2.4%) from 2022

Net Income

Down

$46,612

Down $196,975 (-81%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2023

Assets$1,296,281
Liabilities$203,449
Net Assets$1,092,832
Open 2023 Filing

Operations Trend

Revenue Growth9th 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

2023

Revenue$298,117
Expenses$251,505
Net Income$46,612
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 30, 2024
Return Version
2023v5.1
Gross Receipts
$298,117
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$708,385$893,831▲ $185,446
Cash and Non-Interest-Bearing Accounts$93,647$324,130▲ $230,483
Savings and Temporary Cash Investments$62,103$78,320▲ $16,217
Prepaid Expenses and Deferred Charges$1,052--
Pledges and Grants Receivable$400--
Total Assets$865,587$1,296,281▲ $430,694
Liabilities
Deferred Revenue-$200,000-
Other Liabilities$3,229$2,405▼ $824
Accounts Payable and Accrued Expenses$1,584$1,044▼ $540
Total Liabilities$4,813$203,449▲ $198,636
Net Assets / Fund Balance
Net Assets With Donor Restrictions$759,517$752,831▼ $6,686
Net Assets Without Donor Restrictions$101,257$340,001▲ $238,744
Total Net Assets Fund Balance$860,774$1,092,832▲ $232,058
Total Liabilities and Net Assets / Fund Balance$865,587$1,296,281▲ $430,694

Asset Categories

AssetBook ValueDepreciationBasis
Land$893,831-$893,831
Other Land Buildings$0$3,989$3,989
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Sheila RicePresident
Dorothy YoungBoard Member
Jesse DodsonBoard Member
Jo Ann EderBoard Member
Larry PhillipsBoard Member
Tabetha HeiligBoard Member
Tom ZavitzBoard Member
Bob OaksSecretary
Tatyana SchmidtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$284,389
Program Service Revenue
$13,480
Investment Income
$248
Other Revenue
$0
All Other Contributions
$284,389
Change in Net Assets
$46,612
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$196,415
Other Expenses$55,090
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$135,245$36,478-$171,723
Fees for Services Accounting-$19,572-$19,572
Fees for Services Other$5,795$11,648-$17,443
Payroll Taxes$11,423$3,533-$14,956
Other Employee Benefits-$9,736-$9,736
Travel$6,460--$6,460
Advertising$2,697$1,366-$4,063
Occupancy-$4,000-$4,000
Fees for Services Management-$1,700-$1,700
Insurance-$1,493-$1,493
Other Expenses-$350-$350
Interest-$9-$9
Total Functional Expenses$161,620$89,885$0$251,505
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$2,405
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
22 CENTENNIAL DRIVE, ENNIS, MT 59729

Signing Officer

Name
Dawn Conklin
Title
Exec Director
Phone
4068987636
Signed
2024-07-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn Conklin
Formed
2015
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
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 XI, line 9:

“Deferred revenue 200,000.”

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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/Desc0PROMOTING COMMUNITY LAND TRUSTS THROUGH EDUCATION, OUTREACH AND CONSULTING. COMMUNITY LAND TRUSTS ARE AN INCREASINGLY POPULAR TOOL FOR CURBING GENTRIFICTION AND DISPLACEMENT OF LOW AND MODERATE INCOME PEOPLE IN THE US. AS A RESULT, TRUST MONTANA RECEIVES MANY REQUESTS FOR ASSISTNCE IN SETTING UP NEW CLT PROJECTS AROUND THE STATE. TRUST MONTANA STAFF PROVIDES TECHNICAL ASSISTANCE TO OTHER NON-PROFITS AS WELL AS MUNICIPALITIES. IN CASES WHERE GRANT FUNDING IS NOT AVAILABLE TO COVER COSTS OF STAFF TIME, TRUST MONTANA DOES NOT CHARGE A FEE TO TECHNICAL ASSISTANCE CLIENTS.TRUST MONTANA ALSO PROVIDES CLT EDUCATION TO A NUMBER OF PROFESSIONALS AROUND THE STATE IN ORDER TO ENSURE THAT BEST PRACTICES ARE FOLLOWED. TRUST MONTANA PROVIDES THIS EDUCATION FREE OF CHARGE DUE TO GRANT FUNDING SPECIFICALLY FOR THIS ACTIVITY. IN 2022 TRUST MONTANA PROVIDED THIS EDUCATION TO LENDERS, TITLE AGENTS, PLANNERS, CITY AND COUNTY OFFICIALS, ATTORNEYS, ECONOMIC DEVELOPMENT GROUPS, PRIVATE DEVELOPERS, REALTORS AND APPRAISERS.IN 2023 TRUST MONTANA HAS BEEN ABLE TO FUND THESE ACTIVITIES WITH GRANTS FROM THE FOLLOWING ENTITIES:CATHOLIC CAMPAIGN FOR HUMAN DEVELOPMENTOP AND WE EDWARDS FOUNDATIONCLEARWATER CREDIT UNIONMJ MURDOCK CHARITABLE TRUSTOTTO BREMER TRUSTMONTANA HEALTHCARE FOUNDATION
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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 SEPARATE 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 SIX AREAS OF THE STATE, WITH A TOTAL OF 24 PERMANENTLY AFFORDABLE HOMES ON THE LAND SO FAR, WITH 20+ ADDITIONAL HOMES SLATED FOR 2024. 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, , THE CITY OF HELENA, AND HOMEWORD INC.THE PROPERTIES OWNED BY AFFORDABLE LAND LLC ARE LOCATED IN THE FOLLOWING AREAS:1) RED LODGE. TRUSTMONTANA OWNS THE LAND UNDER 8 HOMES IN RED LODGE AND WILL BE ACCEPTING THE TRANSFER OF 8 MORE IN 2023 AND 20242) 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. 4) BELGRADE, WHERE AFFORDABLE LAND OWNS TWO PARCELS UNDER THREEHABITAT FOR HUMANITY HOMES WHICH ARE NOW STEWARDED AS PERMANENTLY AFFORDABLE.5) BOZEMAN, WHERE AFFORDABLE LAND OWNS ONE PARCEL UNDER A HABITAT FOR HUMANITY BUILT HOME WHICH IS NOW STEWARDED AS PERMANENTLY AFFORDABLE.6) EAST MISSOULA. AFFORDABLE LAND, LLC ADDED A HOME TO THE PROGRAM IN EAST MISSOULA IN EARLY 2022 THROUGH A NEW PROGRAM WHEREIN TRUST MONTANA PROVIDES LARGE DOWN PAYMENT GRANTS THAT PAYS FOR THE LAND, WHILE THE HOMEBUYER PURCHASES THE IMPROVEMENTS.7) HOME IN HELENA IN PARTNERSHIP WITH HELENA HABITAT FOR HUMANITYAFFORDABLE LAND LLC COLLECTS LEASE FEES FROM EACH HOUSHOLD IN THE AMOUNT OF $30-$40 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/ExpenseAmt05128
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt013280
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0480705
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0103
IRS990/PYOtherExpensesAmt057286
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt020561
IRS990/PYRevenuesLessExpensesAmt0243587
IRS990/PYSalariesCompEmpBnftPaidAmt0200496
IRS990/PYTotalExpensesAmt0257782
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0501369
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt046612
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0448
IRS990/SavingsAndTempCashInvstGrp/BOYAmt062103
IRS990/SavingsAndTempCashInvstGrp/EOYAmt078320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0284388
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0480705
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0304890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0302957
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0261176
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01634116
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0248
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0103
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0356
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt068912
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt01634116
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0284388
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0480705
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0304890
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0302957
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0261176
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01634116
IRS990ScheduleA/TotalSupportAmt01634472
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/BookValueAmt0893831
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0893831
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03989
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03989
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02405
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0893831
IRS990ScheduleD/TotalLiabilityAmt02405
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUST MONTANA HAS NON-VOTING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN ELECTRONIC COPY OF THE 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS AND EMPLOYEES ANNUALLY FILE CONFLICT OF INTEREST STATEMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD OF DIRECTORS APPROVE ALL COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUST 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/ExplanationTxt5DEFERRED REVENUE 200,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, line 9:
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/MethodOfAmountDeterminationTxt0MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AFFORDABLE LAND LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0865587
IRS990/TotalAssetsEOYAmt01296281
IRS990/TotalAssetsGrp/BOYAmt0865587
IRS990/TotalAssetsGrp/EOYAmt01296281
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0284389
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt089885
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0161620
IRS990/TotalFunctionalExpensesGrp/TotalAmt0251505
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04813
IRS990/TotalLiabilitiesEOYAmt0203449
IRS990/TotalLiabilitiesGrp/BOYAmt04813
IRS990/TotalLiabilitiesGrp/EOYAmt0203449
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0860774
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01092832
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0161620
IRS990/TotalProgramServiceRevenueAmt013480
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013728
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0298117
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0865587
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01296281
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd00
IRS990/TravelGrp/ProgramServicesAmt06460
IRS990/TravelGrp/TotalAmt06460
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt022 CENTENNIAL DRIVE
IRS990/USAddress/CityNm0ENNIS
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059729
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0TRUSTMONTANA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-08-08 14:25:15Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,296,281
Liabilities
$203,449
Net assets
$1,092,832
Revenue
$298,117
Expenses
$251,505
Net income
$46,612
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