Civic Intelligence

The West Mont Foundation

990 • Fiscal year 2015 • EIN 46-0466591

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 20, 2016

Organization ProfileWWW.WESTMONT.ORG
2708 Bozeman AvenueHelena, MT 59601

(406) 447-3100

Siviq Scores

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

Liabilities / Assets

56th percentile

0.25x

Higher debt load relative to assets than 56% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

91st percentile

3.26x

Higher debt load relative to revenue than 91% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

24th percentile

-4.8%

Higher net margin than 24% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

45th percentile

$109,647

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

32nd percentile

-2.5%

Faster asset growth than 32% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

73rd percentile

15%

Faster revenue growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$9,539,824

Down $244,970 (-2.5%) from 2014

Net Assets

Down

$7,199,215

Down $146,971 (-2.0%) from 2014

Liabilities

Down

$2,340,609

Down $97,999 (-4.0%) from 2014

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin24th percentile

Revenue

Up

$718,631

Up $94,357 (+15%) from 2014

Expenses

Up

$753,454

Up $59,202 (+8.5%) from 2014

Net Income

Up

-$34,823

Up $35,155 (+50%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$15M$10M$5.0M$0Assets 2010: $6,808,729Liabilities 2010: $1,895,269Net Assets 2010: $4,913,4602010Assets 2011: $8,522,107Liabilities 2011: $2,921,430Net Assets 2011: $5,600,6772011Assets 2012: $8,678,852Liabilities 2012: $2,611,311Net Assets 2012: $6,067,5412012Assets 2013: $9,607,527Liabilities 2013: $2,517,764Net Assets 2013: $7,089,7632013Assets 2014: $9,784,794Liabilities 2014: $2,438,608Net Assets 2014: $7,346,1862014Assets 2015: $9,539,824Liabilities 2015: $2,340,609Net Assets 2015: $7,199,2152015Assets 2016: $9,345,693Liabilities 2016: $2,299,185Net Assets 2016: $7,046,5082016Assets 2017: $10,929,762Liabilities 2017: $2,538,721Net Assets 2017: $8,391,0412017Assets 2018: $11,233,574Liabilities 2018: $2,115,442Net Assets 2018: $9,118,1322018Assets 2019: $11,200,973Liabilities 2019: $1,989,663Net Assets 2019: $9,211,3102019Assets 2020: $11,981,206Liabilities 2020: $1,920,704Net Assets 2020: $10,060,5022020Assets 2021: $12,851,340Liabilities 2021: $1,787,191Net Assets 2021: $11,064,1492021Assets 2022: $11,848,387Liabilities 2022: $986,533Net Assets 2022: $10,861,8542022Assets 2023: $12,250,611Liabilities 2023: $880,295Net Assets 2023: $11,370,3162023Assets 2024: $12,532,596Liabilities 2024: $769,691Net Assets 2024: $11,762,9052024Assets 2025: $12,968,606Liabilities 2025: $691,836Net Assets 2025: $12,276,7702025

Highlighted filing

2015

Assets$9,539,824
Liabilities$2,340,609
Net Assets$7,199,215
Open 2015 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $447,1722010Revenue 2011: $895,207Expenses 2011: $532,439Net Income 2011: $362,7682011Revenue 2012: $443,703Expenses 2012: $643,657Net Income 2012: -$199,9542012Expenses 2013: $757,0532013Revenue 2014: $624,274Expenses 2014: $694,252Net Income 2014: -$69,9782014Revenue 2015: $718,631Expenses 2015: $753,454Net Income 2015: -$34,8232015Revenue 2016: $780,390Expenses 2016: $797,953Net Income 2016: -$17,5632016Revenue 2017: $1,702,460Expenses 2017: $631,147Net Income 2017: $1,071,3132017Revenue 2018: $1,271,384Expenses 2018: $656,506Net Income 2018: $614,8782018Revenue 2019: $883,641Expenses 2019: $846,757Net Income 2019: $36,8842019Revenue 2020: $1,587,349Expenses 2020: $704,046Net Income 2020: $883,3032020Revenue 2021: $704,619Expenses 2021: $678,234Net Income 2021: $26,3852021Revenue 2022: $1,372,445Expenses 2022: $743,233Net Income 2022: $629,2122022Revenue 2023: $958,595Expenses 2023: $748,767Net Income 2023: $209,8282023Revenue 2024: $662,315Expenses 2024: $753,436Net Income 2024: -$91,1212024Revenue 2025: $858,931Expenses 2025: $753,992Net Income 2025: $104,9392025

Highlighted filing

2015

Revenue$718,631
Expenses$753,454
Net Income-$34,823
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 20, 2016
Return Version
2014v6.0
Gross Receipts
$749,839
Mission and Program Overview

Mission

The west mont foundation is a single purpose foundation which was developed in 2002 to support the operating company, west mont.

To support individuals with disabilities and hold title to and maintain real property on behalf of west mont (a related exempt organization).

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,217,717$5,045,193▼ $172,524
Savings and Temporary Cash Investments$3,677,766$3,617,907▼ $59,859
Other Notes and Loans Receivable, Net$854,234$804,055▼ $50,179
Cash and Non-Interest-Bearing Accounts-$69,543-
Accounts Receivable$35,077$3,126▼ $31,951
Total Assets$9,784,794$9,539,824▼ $244,970
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,414,753$2,327,408▼ $87,345
Other Liabilities$12,816$12,816→ $0
Deferred Revenue$350$350→ $0
Accounts Payable and Accrued Expenses$10,689$35▼ $10,654
Total Liabilities$2,438,608$2,340,609▼ $97,999
Net Assets / Fund Balance
Unrestricted Net Assets$6,830,754$6,677,980▼ $152,774
Permanently Rstr Net Assets$450,509$450,636▲ $127
Temporarily Rstr Net Assets$64,923$70,599▲ $5,676
Total Net Assets Fund Balance$7,346,186$7,199,215▼ $146,971
Total Liabilities and Net Assets / Fund Balance$9,784,794$9,539,824▼ $244,970

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,524,916$2,327,061$6,851,977
Land$515,840-$515,840
Equipment$0$61,103$61,103
Other Land Buildings$4,437-$4,437

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$450,509-▲ $127-$450,636
2013$404,032-▲ $46,477-$450,509
2012$327,992-▲ $76,040-$404,032
2011$333,570-▼ $5,578-$327,992
2010$289,761-▲ $43,809-$333,570
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Kristin BakulaPresidentPT$109,647$109,647

Board Members and Trustees

NameTitle
Carl TanbergChair
Greg PaceVice Chair
Andrew PidaDirector
Bill EikerDirector
John BettsDirector
Larry FasbenderDirector
Lin OlsonDirector
Mike BillingsDirector
Sarah JaegerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$71,462
Program Service Revenue
$449,434
Investment Income
$178,770
Other Revenue
$18,965
All Other Contributions
$45,206
Change in Net Assets
$-34,823
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$753,454
Total Fundraising Expense$135,396
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$138,019$34,505-$172,524
Interest$77,733$25,911-$103,644
Insurance$37,503$9,969-$47,472
Occupancy$33,384$8,874-$42,258
Advertising-$20,783-$20,783
Office Expenses$2,913$15,414-$18,327
Fees for Services Accounting$445$4,005-$4,450
Conferences and Meetings$2,911$774-$3,685
Fees for Services Other$309$2,782-$3,091
Information Technology-$1,712-$1,712
Other Expenses$270$554$135,396$270
Travel$24$198-$222
Total Functional Expenses$324,359$293,699$135,396$753,454
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$50,015
Fundraising Direct Expenses$31,208
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Harvest Days$75,952$50,015$7,421$42,594
Total Events$75,952$50,015$31,208$18,807
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Melodee House$12,816
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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 11

“Board members are presented with a copy of auditors agreed upon procedures as well as any state or federal audits. The board participates in audit exit interviews. Form 990 is outsourced to a cpa firm for preparation and reviewed by the president and financial director. Form 990 and year-end financials are approved by the board after the presentation by auditors of agreed upon procedures.”

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

“All board members are required to follow the conflict of interest policy as set forth by the organization. Board members are required to review and update a conflict of interest statement annually ensuring they are still in compliance with the policy.”

Form 990, Part VI, Section C, Line 18

“Form 990 is available upon request.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available upon request.”

Form 990 Part VII A 1A B

“Average hours per week for related organization: the president spends an average of 50% of total hours per week attributed to the foundation and the remaining 50% is spent on west mont (related organization).”

Filing and Contact Details

Filer

Filer Name
The West Mont Foundation
EIN
46-0466591
Phone
4064473100
Address
2708 BOZEMAN AVENUE, HELENA, MT 59601

Signing Officer

Name
Kristin Bakula
Title
President
Phone
4064473100
Signed
2016-01-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Bakula
Formed
2002
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
70

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 1040, HELENA, MT 59624
Preparer
Suzanne M Severin
Phone
4064421040
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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/OtherExpensesGrp/ManagementAndGeneralAmt2554
IRS990/OtherExpensesGrp/ProgramServicesAmt029721
IRS990/OtherExpensesGrp/ProgramServicesAmt1345
IRS990/OtherExpensesGrp/ProgramServicesAmt2782
IRS990/OtherExpensesGrp/ProgramServicesAmt3270
IRS990/OtherExpensesGrp/TotalAmt0330234
IRS990/OtherExpensesGrp/TotalAmt13446
IRS990/OtherExpensesGrp/TotalAmt21336
IRS990/OtherExpensesGrp/TotalAmt3270
IRS990/OtherLiabilitiesGrp/BOYAmt012816
IRS990/OtherLiabilitiesGrp/EOYAmt012816
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0158
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0158
IRS990/OtherRevenueTotalAmt0158
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0854234
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0804055
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0450509
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0450636
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KRISTIN BAKULA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0449434
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0449434
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt090742
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt088691
IRS990/PYOtherExpensesAmt0694252
IRS990/PYOtherRevenueAmt0-7043
IRS990/PYProgramServiceRevenueAmt0451884
IRS990/PYRevenuesLessExpensesAmt0-69978
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0694252
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0624274
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-34823
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0449592
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03677766
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03617907
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0810402506
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0335400
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WEST MONT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0335400
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/BuildingsGrp/BookValueAmt04524916
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02327061
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06851977
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0450509
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0450636
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0127
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0404032
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0450509
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt046477
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0327992
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0404032
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt076040
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0333570
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0327992
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5578
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0289761
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0333570
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt043809
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt061103
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt061103
IRS990ScheduleD/LandGrp/BookValueAmt0515840
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0515840
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04437
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04437
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012816
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO MELODEE HOUSE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05045193
IRS990ScheduleD/TotalLiabilityAmt012816
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt025937
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt025937
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031208
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HARVEST DAYS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt014184
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt014184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt075952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt075952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050015
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018807
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02857
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02857
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07421
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07421
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03746
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03746
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ARE PRESENTED WITH A COPY OF AUDITORS AGREED UPON PROCEDURES AS WELL AS ANY STATE OR FEDERAL AUDITS. THE BOARD PARTICIPATES IN AUDIT EXIT INTERVIEWS. FORM 990 IS OUTSOURCED TO A CPA FIRM FOR PREPARATION AND REVIEWED BY THE PRESIDENT AND FINANCIAL DIRECTOR. FORM 990 AND YEAR-END FINANCIALS ARE APPROVED BY THE BOARD AFTER THE PRESENTATION BY AUDITORS OF AGREED UPON PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS ARE REQUIRED TO FOLLOW THE CONFLICT OF INTEREST POLICY AS SET FORTH BY THE ORGANIZATION. BOARD MEMBERS ARE REQUIRED TO REVIEW AND UPDATE A CONFLICT OF INTEREST STATEMENT ANNUALLY ENSURING THEY ARE STILL IN COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVERAGE HOURS PER WEEK FOR RELATED ORGANIZATION: THE PRESIDENT SPENDS AN AVERAGE OF 50% OF TOTAL HOURS PER WEEK ATTRIBUTED TO THE FOUNDATION AND THE REMAINING 50% IS SPENT ON WEST MONT (RELATED ORGANIZATION).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART VII A 1A B
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WEST MONT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0810402506
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,539,824
Liabilities
$2,340,609
Net assets
$7,199,215
Revenue
$718,631
Expenses
$753,454
Net income
-$34,823
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.0$0.69$12.3$0.86$0.75$0.10
2024Detailed filing. Detailed filing data is available for this year.$12.5$0.77$11.8$0.66$0.75$0.09
2023Detailed filing. Detailed filing data is available for this year.$12.3$0.88$11.4$0.96$0.75$0.21
2022Detailed filing. Detailed filing data is available for this year.$11.8$0.99$10.9$1.37$0.74$0.63
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$1.79$11.1$0.70$0.68$0.03
2020Detailed filing. Detailed filing data is available for this year.$12.0$1.92$10.1$1.59$0.70$0.88
2019Detailed filing. Detailed filing data is available for this year.$11.2$1.99$9.21$0.88$0.85$0.04
2018Detailed filing. Detailed filing data is available for this year.$11.2$2.12$9.12$1.27$0.66$0.61
2017Detailed filing. Detailed filing data is available for this year.$10.9$2.54$8.39$1.70$0.63$1.07
2016Detailed filing. Detailed filing data is available for this year.$9.35$2.30$7.05$0.78$0.80$0.02
2015Detailed filing. Detailed filing data is available for this year.$9.54$2.34$7.20$0.72$0.75$0.03
2014Detailed filing. Detailed filing data is available for this year.$9.78$2.44$7.35$0.62$0.69$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.61$2.52$7.09$0.76
2012Summary only. Only limited summary data is available for this year.$8.68$2.61$6.07$0.44$0.64$0.20
2011Summary only. Only limited summary data is available for this year.$8.52$2.92$5.60$0.90$0.53$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.81$1.90$4.91$0.45