Civic Intelligence

The West Mont Foundation

990 • Fiscal year 2021 • EIN 46-0466591

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 14, 2022

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

46th percentile

0.14x

Higher debt load relative to assets than 46% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

2.54x

Higher debt load relative to revenue than 90% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

31st percentile

3.7%

Higher net margin than 31% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

27th percentile

$111,341

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

43rd percentile

7.3%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-56%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$12,851,340

Up $870,134 (+7.3%) from 2020

Net Assets

Up

$11,064,149

Up $1,003,647 (+10.0%) from 2020

Liabilities

Down

$1,787,191

Down $133,513 (-7.0%) from 2020

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin31st percentile

Revenue

Down

$704,619

Down $882,730 (-56%) from 2020

Expenses

Down

$678,234

Down $25,812 (-3.7%) from 2020

Net Income

Down

$26,385

Down $856,918 (-97%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2021

Assets$12,851,340
Liabilities$1,787,191
Net Assets$11,064,149
Open 2021 Filing

Operations Trend

Revenue Growth4th 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

2021

Revenue$704,619
Expenses$678,234
Net Income$26,385
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 14, 2022
Return Version
2020v4.1
Gross Receipts
$704,619
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,380,163$6,196,642▼ $183,521
Investments in Publicly Traded Securities$3,697,308$4,706,095▲ $1,008,787
Savings and Temporary Cash Investments$884,764$1,170,655▲ $285,891
Other Notes and Loans Receivable, Net$513,461$448,297▼ $65,164
Cash and Non-Interest-Bearing Accounts$500,410$297,454▼ $202,956
Prepaid Expenses and Deferred Charges$5,100$17,575▲ $12,475
Accounts Receivable-$14,622-
Total Assets$11,981,206$12,851,340▲ $870,134
Other Assets Total$0$0→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,815,974$1,699,802▼ $116,172
Deferred Revenue$3,500$46,971▲ $43,471
Accounts Payable and Accrued Expenses$101,230$40,418▼ $60,812
Total Liabilities$1,920,704$1,787,191▼ $133,513
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,361,789$10,215,525▲ $853,736
Net Assets With Donor Restrictions$698,713$848,624▲ $149,911
Total Net Assets Fund Balance$10,060,502$11,064,149▲ $1,003,647
Total Liabilities and Net Assets / Fund Balance$11,981,206$12,851,340▲ $870,134

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,630,802$3,557,013$9,187,815
Land$565,840-$565,840
Equipment$0$69,290$69,290

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$627,382-▲ $158,609-$780,123
2019$626,882-▲ $500-$627,382
2018$596,221-▲ $30,661-$626,882
2017$468,003$100,000▲ $28,718$500$596,221
2016$436,932$100,000▲ $31,071-$568,003
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Ashleigh HeimbachPresident/CEOPT$111,341$111,341

Board Members and Trustees

NameTitle
Greg PaceChair
Larry FasbenderVice Chair
Andrew PidaDirector
Bill EikerDirector
David PerettoDirector
John BettsDirector
Lin OlsonDirector
Loren BrownDirector
Mike BillingsDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$60,923
Program Service Revenue
$509,184
Investment Income
$130,148
Other Revenue
$4,364
All Other Contributions
$60,923
Change in Net Assets
$26,385
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$678,234
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$225,795--$225,795
Interest$1,496$73,322-$74,818
Insurance$1,060$51,921-$52,981
Fees for Service Investment Mgmnt Fees$9,845$25,316-$35,161
Office Expenses$27,762$4,174-$31,936
Fees for Services Accounting-$6,500-$6,500
Occupancy$2,248$143-$2,391
Information Technology$1,924$238-$2,162
Advertising$232$69-$301
Other Expenses$101$4,622-$101
Total Functional Expenses$470,029$208,205$0$678,234
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is outsourced to a cpa firm for perparation and reviewed by the president and vice president finance and administration. Form 990 and year-end financials are approved by the board after the presentation by auditors of the consolidated financial statements.”

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 19

“The governing documents, conflict of interest policy, and financial statements are available upon request.”

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
Greg Pace
Title
Chair
Phone
4064473100
Signed
2022-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Pace
Formed
2002
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Wipfli Llp
Address
101 EAST FRONT STREET 301, MISSOULA, MT 59802
Preparer
Philip L Yasenak CPA
Phone
4067281800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has a committee that assumes responsibility for the oversight of the audit.”

Financial Statement Notes

PART V, LINE 4:

“Investment earnings to be used for farm group home improvements and needs.”

PART X, LINE 2:

“The organization is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. However, income from certain activities not directly related to the organization's tax-exempt purpose is subject to taxation as unrelated business income. In addition, the organization qualifies for charitable contributions under section 170(b)(1)(a) and has been classified as an organization that is not a private foundation.”

Raw XML AppendixShowing 400 of 508 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/Desc0WEST MONT FOUNDATION HOLDS ALL THE ASSETS FOR RESIDENTIAL AND VOCATIONAL PROPERTIES OCCUPIED BY THE CLIENTS THAT WEST MONT SERVES. THE FOUNDATION IS THE MAJOR FUNDRAISING ENTITY. IN FY20 AND FY21 NO FUNDRAISING EVENTS WERE HELD DUE TO COVID-19.THE FOUNDATION IS GOVERNED BY A NINE PERSON BOARD OF DIRECTORS. THE ANNUAL MEETING IS HELD IN JANUARY. CURRENTLY FOUR OF THE DIRECTORS ARE ALSO MEMBERS OF THE WEST MONT BOARD, SO INFORMATION IS ALWAYS SHARED BETWEEN BOTH COMPANIES ALTHOUGH ELECTIONS, MEETINGS, MINUTES, FINANCIALS, ETC., ARE ALL CONDUCTED SEPARATELY. THE FOUNDATION FUNDS ONE FULLTIME DIRECTOR OF DEVELOPMENT AND REIMBURSES A PERCENTAGE OF SALARY FOR SEVERAL OF THE WEST MONT ADMINISTRATIVE STAFF FOR THEIR TIME SPENT ON FOUNDATION ACTIVITIES. BOTH THE FOUNDATION AND WEST MONT BOARDS PARTICIPATE IN THE ANNUAL EVALUATION OF THE COMPANY PRESIDENT.
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE WEST MONT FOUNDATION IS A SINGLE PURPOSE FOUNDATION WHICH WAS DEVELOPED IN 2002 TO SUPPORT THE OPERATING COMPANY, WEST MONT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01815974
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01699802
IRS990/NetAssetsOrFundBalancesBOYAmt010060502
IRS990/NetAssetsOrFundBalancesEOYAmt011064149
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt03600
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt03600
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0977262
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09361789
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010215525
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0143
IRS990/OccupancyGrp/ProgramServicesAmt02248
IRS990/OccupancyGrp/TotalAmt02391
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04174
IRS990/OfficeExpensesGrp/ProgramServicesAmt027762
IRS990/OfficeExpensesGrp/TotalAmt031936
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OPERATING EXPENSES
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc3CLIENT ACTIVITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt041900
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14622
IRS990/OtherExpensesGrp/ProgramServicesAmt0161257
IRS990/OtherExpensesGrp/ProgramServicesAmt137395
IRS990/OtherExpensesGrp/ProgramServicesAmt2914
IRS990/OtherExpensesGrp/ProgramServicesAmt3101
IRS990/OtherExpensesGrp/TotalAmt0203157
IRS990/OtherExpensesGrp/TotalAmt142017
IRS990/OtherExpensesGrp/TotalAmt2914
IRS990/OtherExpensesGrp/TotalAmt3101
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0764
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0764
IRS990/OtherRevenueTotalAmt0764
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0513461
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0448297
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05100
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017575
IRS990/PrincipalOfficerNm0GREG PACE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0509184
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0509184
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0195450
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0135864
IRS990/PYOtherExpensesAmt0704046
IRS990/PYOtherRevenueAmt0911854
IRS990/PYProgramServiceRevenueAmt0344181
IRS990/PYRevenuesLessExpensesAmt0883303
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0704046
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01587349
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt026385
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt03600
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0509948
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0884764
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01170655
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/Form990ScheduleAPartVIGrp/ExplanationTxt0THE CONTROL AND MANAGEMENT OF THE ORGANIZATION IS MAINTAINED WITH WEST MONT, THE SUPPORTED ORGANIZATION THROUGH THE ORGANIZATIONAL DOCUMENTS. WEST MONT APPOINTS THE BOARD OF DIRECTORS AND OFFICERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION C, LINE 1
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt0509184
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0810402506
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt0509184
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WEST MONT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
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/BookValueAmt05630802
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03557013
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09187815
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt05868
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0627382
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0780123
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0158609
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0626882
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0627382
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0596221
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0626882
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030661
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0468003
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0100000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0596221
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt028718
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0436932
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0100000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0568003
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031071
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt069290
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt069290
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0565840
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0565840
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT EARNINGS TO BE USED FOR FARM GROUP HOME IMPROVEMENTS AND NEEDS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR CHARITABLE CONTRIBUTIONS UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06196642
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS OUTSOURCED TO A CPA FIRM FOR PERPARATION AND REVIEWED BY THE PRESIDENT AND VICE PRESIDENT FINANCE AND ADMINISTRATION. FORM 990 AND YEAR-END FINANCIALS ARE APPROVED BY THE BOARD AFTER THE PRESENTATION BY AUDITORS OF THE CONSOLIDATED FINANCIAL STATEMENTS.
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/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02708 BOZEMAN AVE

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,851,340
Liabilities
$1,787,191
Net assets
$11,064,149
Revenue
$704,619
Expenses
$678,234
Net income
$26,385
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
2021Detailed filing. Detailed filing data is available for this year.$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