Civic Intelligence

West Mont

EIN 81-0402506 • 501(c)3 • Helena, MT

Profile

West mont has been providing services to people with developmental disabilities since july 26, 1984. Our agency mission is to promote quality of life for individuals with disabilities through growth and independence across all stages of life.

2708 Bozeman AveHelena, MT 59601

www.westmont.org

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.43x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

47th percentile

0.20x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

41st percentile

1.4%

Higher net margin than 41% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

26th percentile

-1.7%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2025

Revenue Growth

56th percentile

9.5%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2025

Assets

Down

$4,934,783

Down $312,564 (-6.0%) from 2024

Liabilities

Down

$2,122,883

Down $468,068 (-18%) from 2024

Net Assets

Up

$2,811,900

Up $155,504 (+5.9%) from 2024

Revenue

Up

$10,742,226

Up $617,097 (+6.1%) from 2024

Expenses

Up

$10,586,722

Up $200,039 (+1.9%) from 2024

Net Income

Up

$155,504

Up $417,058 (+159%) from 2024

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,148,051Liabilities 2010: $422,529Net Assets 2010: $3,725,5222010Assets 2011: $3,913,860Liabilities 2011: $453,110Net Assets 2011: $3,460,7502011Assets 2012: $3,249,437Liabilities 2012: $492,522Net Assets 2012: $2,756,9152012Assets 2013: $2,890,302Liabilities 2013: $972,367Net Assets 2013: $1,917,9352013Assets 2014: $2,841,658Liabilities 2014: $693,814Net Assets 2014: $2,147,8442014Assets 2015: $3,374,547Liabilities 2015: $458,551Net Assets 2015: $2,915,9962015Assets 2016: $3,612,407Liabilities 2016: $428,023Net Assets 2016: $3,184,3842016Assets 2017: $2,664,871Liabilities 2017: $695,459Net Assets 2017: $1,969,4122017Assets 2018: $2,463,675Liabilities 2018: $545,463Net Assets 2018: $1,918,2122018Assets 2019: $3,253,212Liabilities 2019: $1,053,878Net Assets 2019: $2,199,3342019Assets 2020: $3,878,718Liabilities 2020: $2,030,919Net Assets 2020: $1,847,7992020Assets 2021: $4,065,784Liabilities 2021: $858,769Net Assets 2021: $3,207,0152021Assets 2022: $4,017,564Liabilities 2022: $803,754Net Assets 2022: $3,213,8102022Assets 2023: $5,102,554Liabilities 2023: $2,184,604Net Assets 2023: $2,917,9502023Assets 2024: $5,247,347Liabilities 2024: $2,590,951Net Assets 2024: $2,656,3962024Assets 2025: $4,934,783Liabilities 2025: $2,122,883Net Assets 2025: $2,811,9002025

Highlighted filing

2025

Assets$4,934,783
Liabilities$2,122,883
Net Assets$2,811,900

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,063,1162010Revenue 2011: $6,223,580Expenses 2011: $6,164,273Net Income 2011: $59,3072011Revenue 2012: $6,337,446Expenses 2012: $6,374,043Net Income 2012: -$36,5972012Expenses 2013: $6,589,1522013Revenue 2014: $6,773,876Expenses 2014: $6,543,967Net Income 2014: $229,9092014Revenue 2015: $7,627,271Expenses 2015: $6,859,119Net Income 2015: $768,1522015Revenue 2016: $7,490,246Expenses 2016: $7,256,002Net Income 2016: $234,2442016Revenue 2017: $6,996,983Expenses 2017: $8,211,955Net Income 2017: -$1,214,9722017Revenue 2018: $6,902,320Expenses 2018: $6,953,520Net Income 2018: -$51,2002018Revenue 2019: $8,066,885Expenses 2019: $7,785,763Net Income 2019: $281,1222019Revenue 2020: $8,656,018Expenses 2020: $9,007,553Net Income 2020: -$351,5352020Revenue 2021: $9,770,314Expenses 2021: $8,411,098Net Income 2021: $1,359,2162021Revenue 2022: $9,031,151Expenses 2022: $9,024,356Net Income 2022: $6,7952022Revenue 2023: $8,954,863Expenses 2023: $9,250,723Net Income 2023: -$295,8602023Revenue 2024: $10,125,129Expenses 2024: $10,386,683Net Income 2024: -$261,5542024Revenue 2025: $10,742,226Expenses 2025: $10,586,722Net Income 2025: $155,5042025

Highlighted filing

2025

Revenue$10,742,226
Expenses$10,586,722
Net Income$155,504

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.93$2.12$2.81$10.7$10.6$0.16
2024Detailed filing. Detailed filing data is available for this year.$5.25$2.59$2.66$10.1$10.4$0.26
2023Detailed filing. Detailed filing data is available for this year.$5.10$2.18$2.92$8.95$9.25$0.30
2022Detailed filing. Detailed filing data is available for this year.$4.02$0.80$3.21$9.03$9.02$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$0.86$3.21$9.77$8.41$1.36
2020Detailed filing. Detailed filing data is available for this year.$3.88$2.03$1.85$8.66$9.01$0.35
2019Detailed filing. Detailed filing data is available for this year.$3.25$1.05$2.20$8.07$7.79$0.28
2018Detailed filing. Detailed filing data is available for this year.$2.46$0.55$1.92$6.90$6.95$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.66$0.70$1.97$7.00$8.21$1.21
2016Detailed filing. Detailed filing data is available for this year.$3.61$0.43$3.18$7.49$7.26$0.23
2015Detailed filing. Detailed filing data is available for this year.$3.37$0.46$2.92$7.63$6.86$0.77
2014Detailed filing. Detailed filing data is available for this year.$2.84$0.69$2.15$6.77$6.54$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$0.97$1.92$6.59
2012Summary only. Only limited summary data is available for this year.$3.25$0.49$2.76$6.34$6.37$0.04
2011Summary only. Only limited summary data is available for this year.$3.91$0.45$3.46$6.22$6.16$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$0.42$3.73$6.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 20, 2026
Return Version
2024v5.5
Gross Receipts
$10,863,392
Mission and Program Overview

Mission

West mont has been providing services to people with developmental disabilities since july 26, 1984. Our agency mission is to promote quality of life for individuals with disabilities through growth and independence across all stages of life.

West mont empowers individuals with disabilities to succeed by promoting dignity, ability, and independence through innovative programs, partnerships, and promoting inclusion in all facets of the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,331,536$1,457,989▲ $126,453
Savings and Temporary Cash Investments$1,501,004$1,428,658▼ $72,346
Land, Buildings, and Equipment, Net$434,256$420,892▼ $13,364
Prepaid Expenses and Deferred Charges$32,045$38,764▲ $6,719
Cash and Non-Interest-Bearing Accounts$26,396$26,454▲ $58
Total Assets$5,247,347$4,934,783▼ $312,564
Other Assets Total$1,922,110$1,562,026▼ $360,084
Liabilities
Other Liabilities$1,843,468$1,476,945▼ $366,523
Accounts Payable and Accrued Expenses$666,841$558,057▼ $108,784
Escrow Account Liability$80,642$87,881▲ $7,239
Total Liabilities$2,590,951$2,122,883▼ $468,068
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,656,396$2,811,900▲ $155,504
Total Net Assets Fund Balance$2,656,396$2,811,900▲ $155,504
Total Liabilities and Net Assets / Fund Balance$5,247,347$4,934,783▼ $312,564

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$397,566$673,367$1,070,933
Equipment$14,082$145,895$159,977
Buildings$9,244$7,992$17,236
Other Assets Org$87,881--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$844,399-▲ $93,159-$930,603
2023$755,255-▲ $95,361-$844,399
2022$678,266-▲ $61,452-$735,386
2021$780,123-▼ $90,750-$678,266
2020$627,481-▲ $158,510-$780,123
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gia BradleyVP Admin & Finance (termed 6.25)PT$96,869$10,491$107,360
Laura KneedlerPresident & CEOFT$78,823$3,205$82,028

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$17,132
Program Service Revenue
$10,250,613
Investment Income
$20,121
Other Revenue
$454,360
All Other Contributions
$12,132
Change in Net Assets
$155,504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,785,648
Other Expenses$1,801,074
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,879,481$1,204,232-$7,083,713
Payroll Taxes$565,692$118,563-$684,255
Other Employee Benefits$547,320$121,989-$669,309
Occupancy$144,890$524,330-$669,220
Current Officers, Directors, Trustees, and Key Employees$230,559$49,337-$279,896
Insurance$5,145$252,101-$257,246
Office Expenses$89,220$21,689-$110,909
Fees for Services Other$27,635$61,763-$89,398
Depreciation Depletion$82,446--$82,446
Travel$76,222$1,699-$77,921
Pension Plan Contributions$31,800$36,675-$68,475
Fees for Services Accounting-$46,417-$46,417
Information Technology$37,051$1,146-$38,197
All Other Expenses$12,905$19,620-$32,525
Advertising$12,663$3,783-$16,446
Other Expenses$150$14,883-$15,033
Fees for Service Investment Mgmnt Fees-$13,165-$13,165
Fees for Services Legal-$3,299-$3,299
Conferences and Meetings$1,684$1,219-$2,903
Total Functional Expenses$8,060,557$2,526,165$0$10,586,722
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
Operating Lease Obligation$1,474,145
Rental Deposits$2,800
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
Yes
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 prepared by an external accountant and a copy is provided to each board member for review prior to filing.

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. If there is a conflict of interest, the affected board member shall disclose the existence of the conflict to the chair, vice-chair, or president and shall withdraw from any discussion or vote on the issue. If there is a disagreement over the existence of a conflict of interest, the affected board member shall make themself available to answer any questions from the remaining board members. The remaining board members shall vote on whether a conflict of interest exists.

Form 990, Part VI, Section B, Line 15A

A sub-committee of the board assembles data relating to performance and compensation issues of the president. The sub-committee meets and makes recommendations to the full board. The board votes on a final compensation package annually or as needed.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
West Mont
EIN
81-0402506
Phone
4064473100
Address
2708 BOZEMAN AVE, HELENA, MT 59601

Signing Officer

Name
David Peretto
Title
Chair
Phone
4064473100
Signed
2026-01-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Peretto
Formed
1972
Legal Domicile
Mt
Voting Board Members
6
Independent Board Members
6
Employees
350
Volunteers
6

Preparer

Firm
Wipfli Advisory LLC
Address
105 E PINE ST UPPER FLOOR, MISSOULA, MT 59802
Preparer
Sam Brunson CPA
Phone
4067281800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The financial statement oversight process has not changed from the prior year. The organization has a board of directors who approved the budget at the beginning of the fiscal year. The board met many times throughout the year to review the monthly financial statements.

Financial Statement Notes

PART IV, LINE 2B:

Cash in client trust funds represents cash deposits held by the organization on behalf of its clients.

PART V, LINE 4:

The organization has a policy of spending only the accumulated earnings on the endowment. The earnings will be used for the farm expansion project.

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. Management does not believe there are any uncertain tax positions as of june 30, 2025, and 2024.

Raw XML AppendixShowing 400 of 567 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/ActivityOrMissionDesc0WEST MONT EMPOWERS INDIVIDUALS WITH DISABILITIES TO SUCCEED BY PROMOTING DIGNITY, ABILITY, AND INDEPENDENCE THROUGH INNOVATIVE PROGRAMS, PARTNERSHIPS, AND PROMOTING INCLUSION IN ALL FACETS OF THE COMMUNITY.
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IRS990/Desc0WEST MONT OPERATES A COMBINATION OF 13 LICENSED GROUP HOMES AND APARTMENT RESIDENTIAL SETTINGS LOCATED THROUGHOUT THE HELENA, MONTANA COMMUNITY. DURING FY2025, WE SERVED OVER 200 INDIVIDUALS. IN ADDITION TO TRAINING FOR SELF-HELP SKILLS (PERSONAL CARE, NUTRITION AND MEAL PREPARATION, COMMUNAL LIVING, ETC.), WEST MONT ENCOURAGED ALL CONSUMERS TO PARTICIPATE IN OUR ART CLUB, FIELD DAY OLYMPICS, NORDIC SKI DAY, AND INDIVIDUALLY DESIGNED COMMUNITY-BASED EVENTS (MOVIES, CONCERTS, BOWLING, VOLUNTEERING).
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP ADMIN & FINANCE (TERMED 6.25)
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IRS990/FormationYr01972
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IRS990/InformationTechnologyGrp/ProgramServicesAmt037051
IRS990/InformationTechnologyGrp/TotalAmt038197
IRS990/InsuranceGrp/ManagementAndGeneralAmt0252101
IRS990/InsuranceGrp/ProgramServicesAmt05145
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IRS990/MissionDesc0WEST MONT HAS BEEN PROVIDING SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES SINCE JULY 26, 1972. OUR AGENCY MISSION IS TO PROMOTE QUALITY OF LIFE FOR INDIVIDUALS WITH DISABILITIES THROUGH GROWTH AND INDEPENDENCE ACROSS ALL STAGES OF LIFE.
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IRS990/OccupancyGrp/TotalAmt0669220
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021689
IRS990/OfficeExpensesGrp/ProgramServicesAmt089220
IRS990/OfficeExpensesGrp/TotalAmt0110909
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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0547320
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0669309
IRS990/OtherExpensesGrp/Desc0FOOD & HOUSEHOLD
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2EDUCATION & TRAINING
IRS990/OtherExpensesGrp/Desc3EMPLOYEE RECOGNITION
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11064
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt223455
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt314883
IRS990/OtherExpensesGrp/ProgramServicesAmt0281048
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IRS990/OtherExpensesGrp/ProgramServicesAmt2237
IRS990/OtherExpensesGrp/ProgramServicesAmt3150
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IRS990/OtherExpensesGrp/TotalAmt135473
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0118563
IRS990/PayrollTaxesGrp/ProgramServicesAmt0565692
IRS990/PayrollTaxesGrp/TotalAmt0684255
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt036675
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt031800
IRS990/PensionPlanContributionsGrp/TotalAmt068475
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IRS990/PrincipalOfficerNm0DAVID PERETTO
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IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
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IRS990/ProgramServiceRevenueGrp/Desc0GROUP HOMES & RESIDENTIAL APARTME
IRS990/ProgramServiceRevenueGrp/Desc1VOCATIONAL REHABILITATION
IRS990/ProgramServiceRevenueGrp/Desc2SUPPORTED LIVING
IRS990/ProgramServiceRevenueGrp/Desc3OTHER PROGRAM SERVICE REVENUE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12564199
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21044447
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32461
IRS990/ProgSrvcAccomActy2Grp/Desc0WEST MONT HAS 3 VOCATIONAL FACILITIES, ONE DAY ACTIVITY (VASTT), AND 5 PASS PROGRAMS, AND PROVIDED SERVICES FOR AN AVERAGE OF 100 CONSUMERS FROM MONDAY THROUGH FRIDAY IN FY2025. TO PROVIDE QUALITY VOCATIONAL SERVICES AND TO GENERATE 3RD PARTY, NON-CONTRACT REVENUE, WEST MONT HAS DEVELOPED SEVERAL OPPORTUNITIES TO GENERATE THIRD-PARTY REVENUE: FLOWER SALES, GREENHOUSE TOMATOES, PUMPKINS, BEDDING PLANTS, FARMER'S MARKET, SHREDDING, JANITORIAL CREW, DIRECT MAILING, AND A PETTING ZOO.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02026424
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03018559
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORTED SERVICES IS WEST MONT'S FASTEST GROWING PROGRAM, PROVIDING ESSENTIAL RESIDENTIAL AND/OR VOCATIONAL SUPPORT TO OVER 80 INDIVIDUALS WITH DISABILITIES. THESE CONSUMERS EITHER LIVE INDEPENDENTLY OR ARE STILL RESIDING WITH FAMILY MEMBERS. SEVERAL HAVE COMMUNITY-BASED JOBS AND CAN USE PUBLIC TRANSPORTATION TO COMMUTE AROUND THE COMMUNITY. SERVICES RANGE FROM JOB COACHING, TEACHING INTERVIEW SKILLS AND WHAT IS APPROPRIATE TO WEAR TO AN INTERVIEW, TO ASSISTANCE WITH MEDICATIONS, MEAL PREPARATION, MEDICAL APPOINTMENTS, AND SOCIALIZATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0836686
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IRS990ScheduleA/InvestmentIncomeCYPct00.00140
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