Civic Intelligence

West Mont

990 • Fiscal year 2021 • EIN 81-0402506

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

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

55th percentile

0.21x

Higher debt load relative to assets than 55% of similar nonprofits.

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

Liabilities / Revenue

29th percentile

0.09x

Higher debt load relative to revenue than 29% of similar nonprofits.

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

Net Margin

53rd percentile

14%

Higher net margin than 53% 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 1.1% of source-year revenue.

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

Asset Growth

36th percentile

4.8%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

51st percentile

13%

Faster revenue growth than 51% of similar nonprofits.

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

Assets

Up

$4,065,784

Up $187,066 (+4.8%) from 2020

Net Assets

Up

$3,207,015

Up $1,359,216 (+74%) from 2020

Liabilities

Down

$858,769

Down $1,172,150 (-58%) from 2020

Revenue

Up

$9,770,314

Up $1,114,296 (+13%) from 2020

Expenses

Down

$8,411,098

Down $596,455 (-6.6%) from 2020

Net Income

Up

$1,359,216

Up $1,710,751 (+487%) from 2020

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

2021

Assets$4,065,784
Liabilities$858,769
Net Assets$3,207,015

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

2021

Revenue$9,770,314
Expenses$8,411,098
Net Income$1,359,216
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 14, 2022
Return Version
2020v4.1
Gross Receipts
$10,052,467
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$2,774,870$2,349,649▼ $425,221
Accounts Receivable$768,544$1,278,334▲ $509,790
Land, Buildings, and Equipment, Net$197,744$218,571▲ $20,827
Cash and Non-Interest-Bearing Accounts$22,687$22,964▲ $277
Prepaid Expenses and Deferred Charges$21,263$18,180▼ $3,083
Total Assets$3,878,718$4,065,784▲ $187,066
Other Assets Total$93,610$178,086▲ $84,476
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,352,187$0▼ $1,352,187
Accounts Payable and Accrued Expenses$585,122$680,683▲ $95,561
Escrow Account Liability$93,610$178,086▲ $84,476
Total Liabilities$2,030,919$858,769▼ $1,172,150
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,847,799$3,207,015▲ $1,359,216
Total Net Assets Fund Balance$1,847,799$3,207,015▲ $1,359,216
Total Liabilities and Net Assets / Fund Balance$3,878,718$4,065,784▲ $187,066

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$205,913$685,490$891,403
Buildings$12,658$4,578$17,236

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$627,481-▲ $158,510-$780,123
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashleigh HeimbachPresidentFT$101,021$10,320$111,341

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
$1,727,517
Program Service Revenue
$7,388,030
Investment Income
$743
Other Revenue
$654,024
All Other Contributions
$83,833
Change in Net Assets
$1,359,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,884,596
Other Expenses$1,526,502
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,105,777$504,967-$5,610,744
Occupancy$163,055$503,134-$666,189
Payroll Taxes$551,595$53,244-$604,839
Other Employee Benefits$465,536$9,501-$475,037
Insurance$2,804$137,412-$140,216
Current Officers, Directors, Trustees, and Key Employees$103,988$10,635-$114,623
Office Expenses$44,747$58,209-$102,956
Fees for Services Other$28,318$65,069-$93,387
Pension Plan Contributions$61,895$17,458-$79,353
Depreciation Depletion$68,893--$68,893
Travel$53,599$541-$54,140
Fees for Services Accounting-$36,686-$36,686
Information Technology$30,594$946-$31,540
Advertising$15,453$4,616-$20,069
Other Expenses$13,196$6,210-$19,406
All Other Expenses$13,466$4,771-$18,237
Fees for Services Legal-$3,642-$3,642
Conferences and Meetings$731$530-$1,261
Interest-$24-$24
Total Functional Expenses$6,978,251$1,432,847$0$8,411,098
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$2,038
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
2022-01-14
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
336
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.

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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 FY2021, 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. THIS LAST YEAR WE BECAME MORE CREATIVE WITH AT-HOME ACTIVITIES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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/TitleTxt11PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0500
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt01643684
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0500
IRS990/GrossReceiptsAmt010052467
IRS990/GrossSalesOfInventoryAmt0936177
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0946
IRS990/InformationTechnologyGrp/ProgramServicesAmt030594
IRS990/InformationTechnologyGrp/TotalAmt031540
IRS990/InsuranceGrp/ManagementAndGeneralAmt0137412
IRS990/InsuranceGrp/ProgramServicesAmt02804
IRS990/InsuranceGrp/TotalAmt0140216
IRS990/InterestGrp/ManagementAndGeneralAmt024
IRS990/InterestGrp/TotalAmt024
IRS990/InvestmentIncomeGrp/ExclusionAmt0243
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0243
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt069
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0690068
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0197744
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0218571
IRS990/LandBldgEquipCostOrOtherBssAmt0908639
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/BOYAmt01352187
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01847799
IRS990/NetAssetsOrFundBalancesEOYAmt03207015
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0500
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0500
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0654024
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0654024
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01847799
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03207015
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0503134
IRS990/OccupancyGrp/ProgramServicesAmt0163055
IRS990/OccupancyGrp/TotalAmt0666189
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt058209
IRS990/OfficeExpensesGrp/ProgramServicesAmt044747
IRS990/OfficeExpensesGrp/TotalAmt0102956
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt093610
IRS990/OtherAssetsTotalGrp/EOYAmt0178086
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09501
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0465536
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0475037
IRS990/OtherExpensesGrp/Desc0FOOD & HOUSEHOLD
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc3EDUCATION & TRAINING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01975
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14302
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt28975
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt36210
IRS990/OtherExpensesGrp/ProgramServicesAmt0195533
IRS990/OtherExpensesGrp/ProgramServicesAmt134805
IRS990/OtherExpensesGrp/ProgramServicesAmt224266
IRS990/OtherExpensesGrp/ProgramServicesAmt313196
IRS990/OtherExpensesGrp/TotalAmt0197508
IRS990/OtherExpensesGrp/TotalAmt139107
IRS990/OtherExpensesGrp/TotalAmt233241
IRS990/OtherExpensesGrp/TotalAmt319406
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0504967
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05105777
IRS990/OtherSalariesAndWagesGrp/TotalAmt05610744
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt053244
IRS990/PayrollTaxesGrp/ProgramServicesAmt0551595
IRS990/PayrollTaxesGrp/TotalAmt0604839
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt017458
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt061895
IRS990/PensionPlanContributionsGrp/TotalAmt079353
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021263
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018180
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/RelatedOrExemptFuncIncomeAmt04937576
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11755253
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2635316
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt359885
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04937576
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11755253
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2635316
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt359885
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 FY2021. 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/ExpenseAmt01904462
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02409277
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 COMMUNITYBASED 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/ExpenseAmt0919513
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0635316
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0633263
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06044
IRS990/PYOtherExpensesAmt02263284
IRS990/PYOtherRevenueAmt0518775
IRS990/PYProgramServiceRevenueAmt07497936
IRS990/PYRevenuesLessExpensesAmt0-351535
IRS990/PYSalariesCompEmpBnftPaidAmt06744269
IRS990/PYTotalExpensesAmt09007553
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08656018
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01359216
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04997461
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02774870
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02349649
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01727517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0633263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0356678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02740819
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0243
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04210
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010004
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06180
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08921
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt029558
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08324207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08252824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07933490
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07056726
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07149074
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt038716321
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0243
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04210
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010004
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06180
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08921
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt029558
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt012794
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt057182
IRS990ScheduleA/OtherIncome509Grp/TotalAmt071976
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99760
IRS990ScheduleA/PublicSupportPY509Pct00.99090
IRS990ScheduleA/PublicSupportTotal509Amt041457140
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010051724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08886087
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08290168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07078750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07150411
IRS990ScheduleA/Total509Grp/TotalAmt041457140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010051967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08890297
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08302172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07097724

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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