Civic Intelligence

Montana Generational Justice

EIN 47-4026832 • 501(c)3 • Helena, MT

Profile

Prevent exploitation of the elderly

PO Box 1483Helena, MT 59624-1483

www.mtgenjustice.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

96th percentile

1.93x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

1.21x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

10th percentile

-86%

Higher net margin than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

86th percentile

52%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

46%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,170

Up $1,772 (+52%) from 2023

Liabilities

Up

$9,991

Up $8,877 (+797%) from 2023

Net Assets

Down

-$4,821

Down $7,105 (-311%) from 2023

Revenue

Up

$8,240

Up $2,602 (+46%) from 2023

Expenses

Up

$15,346

Up $7,157 (+87%) from 2023

Net Income

Down

-$7,106

Down $4,555 (-179%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$50K$0-$50K-$100K-$150KAssets 2019: -$149,928Liabilities 2019: $20,4852019Assets 2020: $19,766Liabilities 2020: $13,1662020Assets 2021: $14,228Liabilities 2021: $818Net Assets 2021: $13,4102021Assets 2022: $5,060Liabilities 2022: $234Net Assets 2022: $4,8262022Assets 2023: $3,398Liabilities 2023: $1,114Net Assets 2023: $2,2842023Assets 2024: $5,170Liabilities 2024: $9,991Net Assets 2024: -$4,8212024

Highlighted filing

2024

Assets$5,170
Liabilities$9,991
Net Assets-$4,821

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2019: $78,391Expenses 2019: $141,802Net Income 2019: -$63,4112019Revenue 2020: $54,858Expenses 2020: $50,317Net Income 2020: $4,5412020Revenue 2021: $38,208Expenses 2021: $31,602Net Income 2021: $6,6062021Revenue 2022: $5,031Expenses 2022: $13,615Net Income 2022: -$8,5842022Revenue 2023: $5,638Expenses 2023: $8,189Net Income 2023: -$2,5512023Revenue 2024: $8,240Expenses 2024: $15,346Net Income 2024: -$7,1062024

Highlighted filing

2024

Revenue$8,240
Expenses$15,346
Net Income-$7,106

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$8,240
Mission and Program Overview

Mission

Prevent exploitation of the elderly

Program Services

DescriptionGrantsExpenses
INDIAN WILLS PROGRAM--ESTATE PLANNING FOR NATIVE AMERICANSNUMBER OF PERSONS BENEFITTED IN 2024 13$0$6,470
MODEST MEANS PROGRAM--ESTATE PLANNING FOR LOW INCOME INDIVIDUALSNUMBER OF PERSONS BENEFITTED IN 2024 34$0$2,434
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN ERDIEBoard Chairman-$0--
DOUG BLAKLEYVice Chairman-$0--
CHRISTINE MANDILOFFBoard Member-$0--
SUSAN KUNDABoard Member-$0--
STEVE GARISONBoard Member-$0--
CHRIS MANOSBoard Member-$0--
CRAIG CHARLTONBoard Member-$0--
MARK HURLBUTBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Montana Generational Justice
EIN
47-4026832
Phone
4062021820
Address
PO BOX 1483, HELENA, MT 59624-1483

Signing Officer

Name
John Mccrea
Title
Authorized Officer
Phone
4062021820
Signed
2025-11-14

Preparer

Firm
Whaley & Associates Pc
Address
530 N ORANGE ST, MISSOULA, MT 59802
Preparer
James H Whaley
Phone
4065423482
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

MISC 30.

Form 990EZ, Part I, Line 16

INSURANCE 63.

Form 990EZ, Part I, Line 16

OFFICE SUPPLIES 58.

Form 990EZ, Part I, Line 16

TECH/COMPUTER 758.

Form 990EZ, Part I, Line 16

MISC 93.

Form 990EZ, Part I, Line 16

TELEPHONE 137.

Form 990EZ, Part II, Line 24

ACCOUNTS RECEIVABLE

Form 990EZ, Part II, Line 26

Accounts payable 221. 230.

Form 990EZ, Part II, Line 26

PAYROLL 42. 261.

Form 990EZ, Part II, Line 26

CGCM LOAN 850. 400.

Form 990EZ, Part II, Line 26

CGCM LOAN 9100.

Raw XML Appendix200 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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IRS990EZ/TotalExpensesAmt015346
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02015
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CGCM LOAN 850. 400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CGCM LOAN 9100.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 26
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MCCREA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AUTHORIZED OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04062021820
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTANA GENERATIONAL JUSTICE
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ReturnHeader/Filer/EIN0474026832
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059802
ReturnHeader/PreparerPersonGrp/PhoneNum04065423482
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James H Whaley
ReturnHeader/ReturnTs02025-11-17T11:19:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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