Civic Intelligence

West Mont

990 • Fiscal year 2020 • EIN 81-0402506

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 02, 2021

2708 Bozeman AveHelena, MT 59601

(406) 447-3100

Siviq Scores

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

Liabilities / Assets

77th percentile

0.52x

Higher debt load relative to assets than 77% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.23x

Higher debt load relative to revenue than 53% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

27th percentile

-4.1%

Higher net margin than 27% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

41st percentile

$101,889

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

73rd percentile

19%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

61st percentile

7.3%

Faster revenue growth than 61% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$3,878,718

Up $625,506 (+19%) from 2019

Net Assets

Down

$1,847,799

Down $351,535 (-16%) from 2019

Liabilities

Up

$2,030,919

Up $977,041 (+93%) from 2019

Revenue

Up

$8,656,018

Up $589,133 (+7.3%) from 2019

Expenses

Up

$9,007,553

Up $1,221,790 (+16%) from 2019

Net Income

Down

-$351,535

Down $632,657 (-225%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$3,878,718
Liabilities$2,030,919
Net Assets$1,847,799

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$8,656,018
Expenses$9,007,553
Net Income-$351,535
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 2, 2021
Return Version
2019v5.2
Gross Receipts
$8,892,131
Mission and Program Overview

Mission

West 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.

Promoting quality of life for individuals with disabilities through growth and independence across all stages of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,686,224$2,774,870▲ $1,088,646
Accounts Receivable$700,490$768,544▲ $68,054
Land, Buildings, and Equipment, Net$725,609$197,744▼ $527,865
Cash and Non-Interest-Bearing Accounts$23,031$22,687▼ $344
Prepaid Expenses and Deferred Charges$3,079$21,263▲ $18,184
Total Assets$3,253,212$3,878,718▲ $625,506
Other Assets Total$114,779$93,610▼ $21,169
Liabilities
Mortgage Notes Payable Secured by Investment Property-$1,352,187-
Accounts Payable and Accrued Expenses$980,807$585,122▼ $395,685
Escrow Account Liability$72,411$93,610▲ $21,199
Other Liabilities$660$0▼ $660
Total Liabilities$1,053,878$2,030,919▲ $977,041
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,199,334$1,847,799▼ $351,535
Total Net Assets Fund Balance$2,199,334$1,847,799▼ $351,535
Total Liabilities and Net Assets / Fund Balance$3,253,212$3,878,718▲ $625,506

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$197,744$632,239$829,983
Buildings$0$4,436$4,436

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$626,882-▲ $599-$627,481
2018$596,221-▲ $30,661-$626,882
2017$468,003-▲ $28,218-$496,221
2016$436,932-▲ $31,071-$468,003
2015$450,636-▼ $13,704-$436,932
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashleigh HeimbachPresidentFT$92,413$9,476$101,889

Board Members and Trustees

NameTitle
David PerettoChair
Molly MosnessVice Chair
Debbie OlsonDirector
Debbie SchmidtDirector
Heidi GoettelDirector
Jessi BennionDirector
Larry FasbenderDirector
Loren BrownDirector
Mike BillingsDirector
Nancy NielsenDirector
Tia NelsonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$633,263
Program Service Revenue
$7,497,936
Investment Income
$6,044
Other Revenue
$518,775
All Other Contributions
$623,263
Change in Net Assets
$-351,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,744,269
Other Expenses$2,263,284
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,910,679$485,672-$5,396,351
Payroll Taxes$541,510$52,756-$594,266
Other Employee Benefits$550,711$11,239-$561,950
Occupancy$156,461$352,768-$509,229
Insurance$2,562$125,516-$128,078
Office Expenses$47,889$73,226-$121,115
Current Officers, Directors, Trustees, and Key Employees$97,750$9,958-$107,708
Pension Plan Contributions$65,515$18,479-$83,994
Depreciation Depletion$73,658--$73,658
Fees for Services Other$18,522$48,226-$66,748
Travel$65,083$657-$65,740
Fees for Services Accounting-$40,402-$40,402
All Other Expenses$29,523$8,626-$38,149
Advertising$16,845$5,032-$21,877
Information Technology$18,670$577-$19,247
Other Expenses$11,893$4,399-$16,292
Fees for Services Legal-$7,639-$7,639
Conferences and Meetings$680$493-$1,173
Total Functional Expenses$6,843,014$2,164,539$0$9,007,553
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Owned by Former DirectorBRET ROMNEY, OWNER OF ASCEND STRATEGIES, TOOK A LEAVE OF ABSENCE FROM THE BOARD SO ASCEND STRATEGIES COULD ASSIST WITH WEST MONT'S RE-ORGANIZATION AND STRATEGIC PLANNING.No$7,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
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 employees as well as board members are required to follow the conflict of interest policy of the organization. All employees and board members re-sign a conflict of interest statement at the beginning of each year ensuring they are still in compliance with the policy.

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
2021-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Peretto
Formed
1982
Legal Domicile
Mt
Voting Board Members
11
Independent Board Members
11
Employees
355
Volunteers
11

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 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 III, LINE 4:

The donor of the artwork hoped the paintings and reproductions would bring joy to the residents of west mont.

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 investment earnings will be used for projects on the farm.

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 594 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 OPERATES A COMBINATION OF 13 LICENSED GROUP HOMES AND APARTMENT RESIDENTIAL SETTINGS LOCATED THROUGHOUT THE HELENA, MONTANA COMMUNITY. DURING FY2020, 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, CHEER SQUAD, SPECIAL OLYMPICS, AND INDIVIDUALLY DESIGNED COMMUNITY-BASED EVENTS (MOVIES, CONCERTS, BOWLING, VOLUNTEERING), ALTHOUGH COMMUNITY OUTINGS WERE NOT ENCOURAGED BECAUSE OF COVID-19. THIS LAST YEAR WE BECAME MORE CREATIVE WITH AT-HOME ACTIVITIES. AS OF OCTOBER OF 2019, OUR FARM GROUP HOME WAS COMPLETELY RENOVATED, AND MOVED CLIENTS BACK IN. THE FACILITY IS MUCH MORE EQUIPPED TO SERVE OUR CLIENTS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt01834
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt010000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01834
IRS990/GrossReceiptsAmt08892131
IRS990/GrossSalesOfInventoryAmt0754888
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0577
IRS990/InformationTechnologyGrp/ProgramServicesAmt018670
IRS990/InformationTechnologyGrp/TotalAmt019247
IRS990/InsuranceGrp/ManagementAndGeneralAmt0125516
IRS990/InsuranceGrp/ProgramServicesAmt02562
IRS990/InsuranceGrp/TotalAmt0128078
IRS990/InvestmentIncomeGrp/ExclusionAmt04210
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04210
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt065
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0636675
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0725609
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0197744
IRS990/LandBldgEquipCostOrOtherBssAmt0834419
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WEST 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01352187
IRS990/NetAssetsOrFundBalancesBOYAmt02199334
IRS990/NetAssetsOrFundBalancesEOYAmt01847799
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01834
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01834
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0518775
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0518775
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02199334
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01847799
IRS990/NoncashContributionsAmt05000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0352768
IRS990/OccupancyGrp/ProgramServicesAmt0156461
IRS990/OccupancyGrp/TotalAmt0509229
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt073226
IRS990/OfficeExpensesGrp/ProgramServicesAmt047889
IRS990/OfficeExpensesGrp/TotalAmt0121115
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0114779
IRS990/OtherAssetsTotalGrp/EOYAmt093610
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011239
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0550711
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0561950
IRS990/OtherExpensesGrp/Desc0TRANSFER OF ASSETS TO F
IRS990/OtherExpensesGrp/Desc1FOOD & HOUSEHOLD
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0911854
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11961
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25059
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34399
IRS990/OtherExpensesGrp/ProgramServicesAmt0194134
IRS990/OtherExpensesGrp/ProgramServicesAmt140929
IRS990/OtherExpensesGrp/ProgramServicesAmt211893
IRS990/OtherExpensesGrp/TotalAmt0911854
IRS990/OtherExpensesGrp/TotalAmt1196095
IRS990/OtherExpensesGrp/TotalAmt245988
IRS990/OtherExpensesGrp/TotalAmt316292
IRS990/OtherLiabilitiesGrp/BOYAmt0660
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0485672
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04910679
IRS990/OtherSalariesAndWagesGrp/TotalAmt05396351
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt052756
IRS990/PayrollTaxesGrp/ProgramServicesAmt0541510
IRS990/PayrollTaxesGrp/TotalAmt0594266
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt018479
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt065515
IRS990/PensionPlanContributionsGrp/TotalAmt083994
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03079
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021263
IRS990/PrincipalOfficerNm0DAVID PERETTO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
IRS990/ProgramServiceRevenueGrp/BusinessCd2624310
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0GROUP HOMES & RESIDENT
IRS990/ProgramServiceRevenueGrp/Desc1VOCATIONAL REHABILITAT
IRS990/ProgramServiceRevenueGrp/Desc2SUPPORTED LIVING
IRS990/ProgramServiceRevenueGrp/Desc3OTHER PROGRAM SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04926842
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11909257
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2619124
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt342713
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04926842
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11909257
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2619124
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt342713
IRS990/ProgSrvcAccomActy2Grp/Desc0WEST MONT HAS 3 VOCATIONAL FACILITIES, ONE DAY ACTIVITY (VASTT), AND 5 PASS PROGRAMS, AND PROVIDED SERVICES FOR AN AVERAGE OF 125 CONSUMERS FROM MONDAY THROUGH FRIDAY IN FY2020. 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, CHRISTMAS TREES, GREENHOUSE TOMATOES, PUMPKINS, BEDDING PLANTS, FARMER'S MARKET, SHREDDING, JANITORIAL CREW, BAGGED ICE, DIRECT MAILING, AND A PETTING ZOO.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01867554
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02428032
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORTED SERVICES IS WEST MONT'S FASTEST GROWING PROGRAM, PROVIDING ESSENTIAL RESIDENTIAL AND/OR VOCATIONAL SUPPORT TO OVER 65 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 INCLUDE JOB COACHING, TEACHING INTERVIEW SKILLS AND WHAT IS APPROPRIATE TO WEAR TO AN INTERVIEW, ASSISTANCE WITH MEDICATIONS, MEAL PREPARATION, MEDICAL APPOINTMENTS, AND SOCIALIZATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0901693
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0619124
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0356678
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010296
IRS990/PYOtherExpensesAmt01465028
IRS990/PYOtherRevenueAmt0457515
IRS990/PYProgramServiceRevenueAmt07242396
IRS990/PYRevenuesLessExpensesAmt0281122
IRS990/PYSalariesCompEmpBnftPaidAmt06320735
IRS990/PYTotalExpensesAmt07785763
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08066885
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-351535
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04969555
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01686224
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02774870
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0633263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0356678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0478324
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01491626
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04210
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010004
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06180
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08921
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01632
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt030947
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08252824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07933490
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07056726
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07149074
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06759130
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt037151244
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04210
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010004
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06180
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08921
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01632
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt030947
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt012794
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt057182
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0251160
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0323136
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99090
IRS990ScheduleA/PublicSupportPY509Pct00.98140
IRS990ScheduleA/PublicSupportTotal509Amt038642870
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08886087
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08290168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07078750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07150411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07237454
IRS990ScheduleA/Total509Grp/TotalAmt038642870
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08890297
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08302172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07097724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07216514

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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