Civic Intelligence

Trust Montana Inc

990 • Fiscal year 2024 • EIN 45-3204921

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 14, 2025

Organization ProfileTRUSTMONTANACLT.ORG
PO Box 8791Missoula, MT 59807

(406) 898-7636

Siviq Scores

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

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.03x

Higher debt load relative to revenue than 38% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$68,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

92nd percentile

62%

Faster asset growth than 92% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

311%

Faster revenue growth than 97% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$2,093,905

Up $797,624 (+62%) from 2023

Net Assets

Up

$2,053,089

Up $960,257 (+88%) from 2023

Liabilities

Down

$40,816

Down $162,633 (-80%) from 2023

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin96th percentile

Revenue

Up

$1,225,328

Up $927,211 (+311%) from 2023

Expenses

Up

$265,013

Up $13,508 (+5.4%) from 2023

Net Income

Up

$960,315

Up $913,703 (+1960%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2024

Assets$2,093,905
Liabilities$40,816
Net Assets$2,053,089
Open 2024 Filing

Operations Trend

Revenue Growth97th 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

2024

Revenue$1,225,328
Expenses$265,013
Net Income$960,315
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 14, 2025
Return Version
2024v5.0
Gross Receipts
$1,225,328
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$893,831$1,917,586▲ $1,023,755
Savings and Temporary Cash Investments$78,320$94,361▲ $16,041
Cash and Non-Interest-Bearing Accounts$324,130$81,374▼ $242,756
Accounts Receivable-$584-
Total Assets$1,296,281$2,093,905▲ $797,624
Liabilities
Deferred Revenue$200,000--
Mortgage Notes Payable Secured by Investment Property-$34,498-
Other Liabilities$2,405$6,114▲ $3,709
Accounts Payable and Accrued Expenses$1,044$204▼ $840
Total Liabilities$203,449$40,816▼ $162,633
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$340,001$1,300,258▲ $960,257
Net Assets With Donor Restrictions$752,831$752,831→ $0
Total Net Assets Fund Balance$1,092,832$2,053,089▲ $960,257
Total Liabilities and Net Assets / Fund Balance$1,296,281$2,093,905▲ $797,624

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,917,586-$1,917,586
Other Land Buildings$0$3,989$3,989

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$29,034$501▲ $4,053-$33,187
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dawn ConklinExecutive DirectorFT$68,000$68,000

Board Members and Trustees

NameTitle
Sheila RicePresident
Bob OaksVice President
Autumn TigartMember
Dorothy YoungMember
Jesse DodsonMember
Jo Ann EderMember
Tabetha HeiligMember
Tom ZavitzMember
Tatyana SchmidtSecretary
Larry PhillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,187,272
Program Service Revenue
$31,554
Investment Income
$6,502
Other Revenue
$0
All Other Contributions
$877,272
Change in Net Assets
$960,315

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 Table8$115,755Fair Market Value (FMV)
Other Non Cash Contri Table1$250-
Total Noncash Contributions9$116,005-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$204,083
Other Expenses$58,630
Total Fundraising Expense$29,426
Grants and Similar Amounts Paid$2,300
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$88,681$12,155$10,436$111,272
Current Officers, Directors, Trustees, and Key Employees$47,600$13,600$6,800$68,000
Payroll Taxes$12,016$2,271$1,520$15,807
Fees for Services Accounting-$13,091-$13,091
Other Employee Benefits$6,845$1,293$866$9,004
Information Technology-$6,415-$6,415
Fees for Services Other--$5,620$5,620
Travel$3,119$1,411$332$4,862
Advertising$2,664$160$1,943$4,767
Office Expenses$520$2,663$1,421$4,604
Fees for Services Legal$3,097--$3,097
Grants to Domestic Individuals$2,300--$2,300
Insurance-$1,273-$1,273
Conferences and Meetings$76$581$238$895
Other Expenses$939$787$250$250
Interest$204--$204
Total Functional Expenses$179,887$55,700$29,426$265,013
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$6,114
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
Yes
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 A, Line 4

“The operating agreement for affordable land llc was amended and restated with the montana secretary of state effective 9-18-24. Trust montana is the sole member of the llc.”

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
2025-03-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn Conklin
Formed
2010
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
9

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 511 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 THROUGH AFFORDABLE LAND LLC TO GUARANTEE AFFORDABILITY FOR CURRENT AND FUTURE FAMILIES. TRUST MONTANA STEWARDS 28 HOMES AND 4 RENTAL PROPERTIES IN EIGHT COMMUNITIES ACROSS THE STATE, HAVING ADDED THREE NEW HOME OWNERSHIP OPPORTUNITIES AND FOUR RENTAL UNITS IN 2024. TRUST MONTANA HOMEOWNERS AND RENTERS MUST INCOME-QUALIFY, ENSURING THAT THESE HOMES BENEFIT WORKING CLASS INDIVIDUALS IN COMMUNITIES. THE EXPANSION TO RENTAL PROPERTIES IN 2024 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/TitleTxt1VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/NetAssetsOrFundBalancesBOYAmt01092832
IRS990/NetAssetsOrFundBalancesEOYAmt02053089
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0235
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0235
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-58
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0340001
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01300258
IRS990/NoncashContributionsAmt0116005
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01421
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02663
IRS990/OfficeExpensesGrp/ProgramServicesAmt0520
IRS990/OfficeExpensesGrp/TotalAmt04604
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0866
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01293
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06845
IRS990/OtherEmployeeBenefitsGrp/TotalAmt09004
IRS990/OtherExpensesGrp/Desc0LAND ACQUISITION & DEVE
IRS990/OtherExpensesGrp/Desc1BANK & CC CHARGES
IRS990/OtherExpensesGrp/Desc2FUNDRAISING
IRS990/OtherExpensesGrp/FundraisingAmt0250
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0787
IRS990/OtherExpensesGrp/ProgramServicesAmt011826
IRS990/OtherExpensesGrp/ProgramServicesAmt1939
IRS990/OtherExpensesGrp/TotalAmt011826
IRS990/OtherExpensesGrp/TotalAmt11726
IRS990/OtherExpensesGrp/TotalAmt2250
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt02405
IRS990/OtherLiabilitiesGrp/EOYAmt06114
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt010436
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012155
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt088681
IRS990/OtherSalariesAndWagesGrp/TotalAmt0111272
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01520
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02271
IRS990/PayrollTaxesGrp/ProgramServicesAmt012016
IRS990/PayrollTaxesGrp/TotalAmt015807
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAWN CONKLIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/Desc0STEWARDSHIP PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc1LEASE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110554
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110554
IRS990/ProgSrvcAccomActy2Grp/Desc0CLT FARM: IN 2024, TRUST MONTANA ACQUIRED THE STATE'S FIRST-EVER COMMUNITY LAND TRUST FARM UNDER THE ORGANIZATION'S AG LAND PRESERVATION PROGRAM. CORNER FARM IS AN 8-ACRE PARCEL IN MISSOULA COUNTY IN A DESIRABLE LOCATION WHICH WAS UNDER EXTREME DEVELOPMENT PRESSURE. THE PRESERVATION OF AGRICULTURAL LAND AND SOILS IS CRITICAL TO MAINTAINING LOCAL FOOD SYSTEMS. THIS PROJECT NOT ONLY BENEFITS THE BEGINNING FARMER OPERATING ON THE LAND UNDER A LAND-LEASE AND USAGE AGREEMENT, BUT ALSO THE SURROUNDING COMMUNITY WHICH, AS RESULT OF THIS PROJECT, HAS INCREASED ACCESS TO LOCALLY, ORGANICALLY-GROWN FOOD.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt087729
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt08512
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 23 PRESENTATIONS IN 2024, SERVING 491 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/ExpenseAmt036763
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0284389
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0248
IRS990/PYOtherExpensesAmt055090
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt013480
IRS990/PYRevenuesLessExpensesAmt046612
IRS990/PYSalariesCompEmpBnftPaidAmt0196415
IRS990/PYTotalExpensesAmt0251505
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0298117
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0960315
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt023042
IRS990/SavingsAndTempCashInvstGrp/BOYAmt078320
IRS990/SavingsAndTempCashInvstGrp/EOYAmt094361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01187272
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0284388
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0480705
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0304890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0302957
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02560212
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06267
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0248
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0103
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06622
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0100466
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67600
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt01735214
IRS990ScheduleA/SubstantialContributorsTotAmt0824998
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01187272
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0284388
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0480705
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0304890
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0302957
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02560212
IRS990ScheduleA/TotalSupportAmt02566834
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/AdministrativeExpensesAmt0401
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt029034
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0501
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt033187
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04053
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/LandGrp/BookValueAmt01917586
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01917586
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03989
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03989
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06114
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/TotalBookValueLandBuildingsAmt01917586
IRS990ScheduleD/TotalLiabilityAmt06114
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt08
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt11
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0LAND
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1CANVAS PRINT FOR AUCTION
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0115755
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt1250
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0PARCELS DONATED BY 2 ORGANIZATIONS TOTALING 8 CONTRIBUTIONS.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OPERATING AGREEMENT FOR AFFORDABLE LAND LLC WAS AMENDED AND RESTATED WITH THE MONTANA SECRETARY OF STATE EFFECTIVE 9-18-24. TRUST MONTANA IS THE SOLE MEMBER OF THE LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FINANCE COMMITTEE REVIEWS AND MOTIONS TO ACCEPT. VOTE IS TAKEN AT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. OTHER DOCUMENTS WOULD BE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0TRUST MONTANA INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0AFFORDABLE LAND LLC

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,093,905
Liabilities
$40,816
Net assets
$2,053,089
Revenue
$1,225,328
Expenses
$265,013
Net income
$960,315
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