Civic Intelligence

Energy Share of Montana Inc

EIN 81-0411562 • 501(c)3 • Helena, MT

Profile

Energy share of montana is an organization of montanans helping neighbors faced with energy emergencies maintain their self-reliance. Energy share provides energy assistance and help for montana families for emergency heating needs through bill assistance, furnace and water heater safety efficiency.

3117 Cooney DriveHelena, MT 59602

www.energysharemt.com

Siviq Scores

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

Liabilities / Assets

20th percentile

0.02x

Higher debt load relative to assets than 20% of similar nonprofits.

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

Liabilities / Revenue

27th percentile

0.08x

Higher debt load relative to revenue than 27% of similar nonprofits.

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

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

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

Top Officer Pay

30th percentile

$130,097

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

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

Asset Growth

63rd percentile

8.6%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$15,543,301

Up $1,236,585 (+8.6%) from 2024

Liabilities

Up

$281,995

Up $84,094 (+42%) from 2024

Net Assets

Up

$15,261,306

Up $1,152,491 (+8.2%) from 2024

Operations
Liabilities / Revenue27th percentileNet Margin63rd percentile

Revenue

Up

$3,525,651

Up $851,647 (+32%) from 2024

Expenses

Up

$3,143,210

Up $17,106 (+0.5%) from 2024

Net Income

Up

$382,441

Up $834,541 (+185%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $3,795,028Liabilities 2010: $128,647Net Assets 2010: $3,666,3812010Assets 2011: $4,376,930Liabilities 2011: $59,902Net Assets 2011: $4,317,0282011Assets 2012: $4,454,205Liabilities 2012: $60,396Net Assets 2012: $4,393,8092012Assets 2013: $4,964,406Liabilities 2013: $60,633Net Assets 2013: $4,903,7732013Assets 2014: $5,876,285Liabilities 2014: $113,062Net Assets 2014: $5,763,2232014Assets 2015: $6,180,789Liabilities 2015: $171,998Net Assets 2015: $6,008,7912015Assets 2016: $6,279,167Liabilities 2016: $168,675Net Assets 2016: $6,110,4922016Assets 2017: $7,076,124Liabilities 2017: $161,007Net Assets 2017: $6,915,1172017Assets 2018: $7,679,920Liabilities 2018: $167,827Net Assets 2018: $7,512,0932018Assets 2019: $8,177,077Liabilities 2019: $190,609Net Assets 2019: $7,986,4682019Assets 2020: $8,958,442Liabilities 2020: $78,592Net Assets 2020: $8,879,8502020Assets 2021: $11,526,764Liabilities 2021: $117,216Net Assets 2021: $11,409,5482021Assets 2022: $11,833,025Liabilities 2022: $56,886Net Assets 2022: $11,776,1392022Assets 2023: $13,252,874Liabilities 2023: $131,396Net Assets 2023: $13,121,4782023Assets 2024: $14,306,716Liabilities 2024: $197,901Net Assets 2024: $14,108,8152024Assets 2025: $15,543,301Liabilities 2025: $281,995Net Assets 2025: $15,261,3062025

Highlighted filing

2025

Assets$15,543,301
Liabilities$281,995
Net Assets$15,261,306
Open 2025 Filing

Operations Trend

Revenue Growth79th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,588,9082010Expenses 2011: $1,850,2022011Expenses 2012: $1,728,6752012Expenses 2013: $1,519,7232013Revenue 2014: $2,187,771Expenses 2014: $1,909,796Net Income 2014: $277,9752014Revenue 2015: $2,036,972Expenses 2015: $1,617,794Net Income 2015: $419,1782015Revenue 2016: $2,067,445Expenses 2016: $1,797,831Net Income 2016: $269,6142016Revenue 2017: $2,437,376Expenses 2017: $2,147,976Net Income 2017: $289,4002017Revenue 2018: $2,415,388Expenses 2018: $2,082,079Net Income 2018: $333,3092018Revenue 2019: $2,493,981Expenses 2019: $2,123,680Net Income 2019: $370,3012019Revenue 2020: $2,387,271Expenses 2020: $1,600,824Net Income 2020: $786,4472020Revenue 2021: $2,840,208Expenses 2021: $1,989,322Net Income 2021: $850,8862021Revenue 2022: $2,862,761Expenses 2022: $1,419,738Net Income 2022: $1,443,0232022Revenue 2023: $2,608,451Expenses 2023: $2,042,848Net Income 2023: $565,6032023Revenue 2024: $2,674,004Expenses 2024: $3,126,104Net Income 2024: -$452,1002024Revenue 2025: $3,525,651Expenses 2025: $3,143,210Net Income 2025: $382,4412025

Highlighted filing

2025

Revenue$3,525,651
Expenses$3,143,210
Net Income$382,441
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,543,301
Liabilities
$281,995
Net assets
$15,261,306
Revenue
$3,525,651
Expenses
$3,143,210
Net income
$382,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.5$0.28$15.3$3.53$3.14$0.38
2024Detailed filing. Detailed filing data is available for this year.$14.3$0.20$14.1$2.67$3.13$0.45
2023Detailed filing. Detailed filing data is available for this year.$13.3$0.13$13.1$2.61$2.04$0.57
2022Detailed filing. Detailed filing data is available for this year.$11.8$0.06$11.8$2.86$1.42$1.44
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.12$11.4$2.84$1.99$0.85
2020Detailed filing. Detailed filing data is available for this year.$8.96$0.08$8.88$2.39$1.60$0.79
2019Detailed filing. Detailed filing data is available for this year.$8.18$0.19$7.99$2.49$2.12$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.68$0.17$7.51$2.42$2.08$0.33
2017Detailed filing. Detailed filing data is available for this year.$7.08$0.16$6.92$2.44$2.15$0.29
2016Detailed filing. Detailed filing data is available for this year.$6.28$0.17$6.11$2.07$1.80$0.27
2015Detailed filing. Detailed filing data is available for this year.$6.18$0.17$6.01$2.04$1.62$0.42
2014Detailed filing. Detailed filing data is available for this year.$5.88$0.11$5.76$2.19$1.91$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$0.06$4.90$1.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.45$0.06$4.39$1.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.38$0.06$4.32$1.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.80$0.13$3.67$1.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 9, 2026
Return Version
2024v5.2
Gross Receipts
$3,525,651
Mission and Program Overview

Mission

Montanans helping neighbors faced with energy emergencies maintaining their self-reliance. Energy Share of Montana provides energy assistance and help for Montana families for emergency heating needs through bill assistance, furnace and water heater safety and efficiency.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,616,000$15,146,885▲ $1,530,885
Savings and Temporary Cash Investments$563,646$0▼ $563,646
Accounts Receivable$26,486$200,706▲ $174,220
Cash and Non-Interest-Bearing Accounts$100,584$195,710▲ $95,126
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$14,306,716$15,543,301▲ $1,236,585
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$197,901$281,995▲ $84,094
Total Liabilities$197,901$281,995▲ $84,094
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,398,687$11,305,828▲ $907,141
Net Assets With Donor Restrictions$3,710,128$3,955,478▲ $245,350
Total Net Assets Fund Balance$14,108,815$15,261,306▲ $1,152,491
Total Liabilities and Net Assets / Fund Balance$14,306,716$15,543,301▲ $1,236,585

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$8,324$8,324

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$7,075,726$134,875▲ $664,944-$7,850,487
2023$5,944,351$125,721▲ $1,077,264$48,461$7,075,726
2022$5,276,484$29,420▲ $699,865$41,527$5,944,351
2021$5,771,633$116,884▼ $572,492$17,699$5,276,484
2020$4,403,899$96,660▲ $1,314,250$17,631$5,771,633
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel HabermanExecutive DirectorFT$118,352$11,745$130,097
Jonathan BallewExecutive DirectorFT$9,809-$9,809

Board Members and Trustees

NameTitle
Roxanne KlingensmithPresident
Brandy PowersVice President
Charlie RehbeinDirector
Corey MedvedDirector
Fred KreppsDirector
Greg JergesonDirector
Jason NasbyDirector
Jessie LutherDirector
Karla SeamanDirector
Ken MorrisonDirector
Lisa SchindlerDirector
Lori St AubinDirector
Monti WetschDirector
Teresa MillerDirector
Thor NelsonDirector
Tina ShortenDirector
Geraldine CusterSecretary
Mark VingerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,329,364
Program Service Revenue
$1,800,614
Investment Income
$395,673
Other Revenue
$0
All Other Contributions
$1,329,364
Change in Net Assets
$382,441

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,488,630
Revenue Not Reported on Financial Statements
$37,021
Revenue Not Reported on Form 990
$1,398,268
Total Revenue per Audited Statements
$4,886,898
Total Revenue per Form 990
$3,525,651
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,768,113
Salaries, Compensation, and Employee Benefits$259,441
Other Expenses$115,656
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,768,113--$2,768,113
Current Officers, Directors, Trustees, and Key Employees$98,279$29,882-$128,161
Other Salaries and Wages$74,370$22,613-$96,983
Fees for Service Investment Mgmnt Fees$24,953$12,068-$37,021
Advertising$10,991$10,990-$21,981
Other Employee Benefits$13,261$4,033-$17,294
Payroll Taxes$13,039$3,964-$17,003
Fees for Services Accounting-$14,500-$14,500
Occupancy-$8,100-$8,100
Travel-$7,020-$7,020
Fees for Services Other-$5,850-$5,850
Office Expenses-$4,356-$4,356
Other Expenses$886$2,501-$2,501
All Other Expenses-$1,719-$1,719
Information Technology-$1,577-$1,577
Insurance-$1,545-$1,545
Total Functional Expenses$3,003,892$139,318$0$3,143,210

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,734,407
Total Expenses per Form 990$3,143,210
Expenses per Audited Statements$3,106,189
Expenses Not Reported on Form 990$628,218
Expenses Not Reported on Financial Statements$37,021
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
District VII HRDCBillings, MT501(c)(3)Bill assist, ARBR, and Weath, furn$834,521
Opportunities IncGreat Falls, MT501(c)(3)Bill assist, ARBR, and Weath, furn$680,807
District XI HRDCMissoula, MT501(c)(3)Emergency Bill Assistance, ARBR WX$344,822
Rocky Mountain DevelopmentHelena, MT501(c)(3)Emergency Bill Assistance, ARBR WX$213,265
Action IncButte, MT501(c)(3)Emergency Bill Assistance, ARBR WX$189,442
Action for Eastern MontanaGlendive, MT501(c)(3)Emergency bill, furnace saftey, ARB$139,103
District IX HRDCBozeman, MT501(c)(3)Emergency Bill Assistance, ARBR WX$110,944
District VI HRDCLewistown, MT501(c)(3)Emergency Bill Assistance, ARBR WX$81,874
Community Action PartnershipKalispell, MT501(c)(3)Emergency bill assistance$67,011
District IV HRDCHavre, MT501(c)(3)Emergency bill assistance$51,120
Habitat for HumanityHelena, MT501(c)(3)Low Income Energy Efficiency$26,487
Habitat for HumanityButte, MT501(c)(3)Low Income Energy Efficiency$25,217
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“Management and the board of director review the draft 990 and discuss before signing and filing.”

Form 990, Part VI, Section B, Line 12C

“The Executive Committee reviews this and the directors of the board and each employee are required to disclose any conflicts of interest.”

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

“The board of directors review compensation of people in similar positions in state government and with Human Resource Development Councils around the state.”

Form 990, Part VI, Section C, Line 19

“Information is available online and from the organization upon request.”

Filing and Contact Details

Filer

Filer Name
Energy Share of Montana Inc
EIN
81-0411562
Phone
4064424900
Address
3117 COONEY DRIVE, HELENA, MT 59602

Signing Officer

Name
Jonathan Ballew
Title
Executive Director
Signed
2026-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Ballew
Formed
1982
Legal Domicile
Mt
Voting Board Members
18
Independent Board Members
18
Employees
3
Volunteers
83

Preparer

Firm
Linked Accounting LLP
Address
612 N Kays Dr Ste 150, Kaysville, UT 84037
Preparer
Brian E Van Camp CPA Mtax
Phone
3852622310
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The organization uses its earnings from endowment funds for the purpose ofsupporting its programs.”

Part X : FIN48 Footnote

“Energy Share of Montana is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code. Accordingly, the increase in netassets is generally not subject to taxation. Energy Share of Montana isrequired to file a Return of Organization Exempt from Income Tax return(Form 990) annually. No provision for income tax has been recorded in the financial statements because management believes there was no unrelated business income in fiscal year 2025.”

Raw XML AppendixShowing 400 of 779 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/Form990PartVIISectionAGrp/PersonNm1Jonathan Ballew
IRS990/Form990PartVIISectionAGrp/PersonNm2Mark Vinger
IRS990/Form990PartVIISectionAGrp/PersonNm3Roxanne Klingensmith
IRS990/Form990PartVIISectionAGrp/PersonNm4Fred Krepps
IRS990/Form990PartVIISectionAGrp/PersonNm5Brandy Powers
IRS990/Form990PartVIISectionAGrp/PersonNm6Geraldine Custer
IRS990/Form990PartVIISectionAGrp/PersonNm7Greg Jergeson
IRS990/Form990PartVIISectionAGrp/PersonNm8Jessie Luther
IRS990/Form990PartVIISectionAGrp/PersonNm9Teresa Miller
IRS990/Form990PartVIISectionAGrp/PersonNm10Ken Morrison
IRS990/Form990PartVIISectionAGrp/PersonNm11Thor Nelson
IRS990/Form990PartVIISectionAGrp/PersonNm12Charlie Rehbein
IRS990/Form990PartVIISectionAGrp/PersonNm13Karla Seaman
IRS990/Form990PartVIISectionAGrp/PersonNm14Tina Shorten
IRS990/Form990PartVIISectionAGrp/PersonNm15Lori St Aubin
IRS990/Form990PartVIISectionAGrp/PersonNm16Corey Medved
IRS990/Form990PartVIISectionAGrp/PersonNm17Jason Nasby
IRS990/Form990PartVIISectionAGrp/PersonNm18Monti Wetsch
IRS990/Form990PartVIISectionAGrp/PersonNm19Lisa Schindler
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IRS990/ProgSrvcAccomActy3Grp/Desc0The weatherization program uses donations from individuals and donated UBS funds from Energy West and Montana-Dakota Utilities to maximize energy savings by performing cost-effective weatherization measures such as work on walls, outside air infiltration, windows, attics, crawl spaces, doors, and heating system repairs to make furnaces more efficient or altogether safe. Energy audits are conducted to determine what measures are needed the most. Measures that maximize energy savings are installed, and in no case will measures be installed that have a savings to investment ration (SIR) of less than 1.0.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0The furnace safety program uses donated USB funds from Energy West andMontana-Dakota Utilities for their customers who have unsafe furnaces or water heaters. The objective is to help people who cant afford to pay for needed work on furnances or water heaters. The appliances are examined, if possible they are repaired; otherwise they are replaced with a more energy-efficient model.
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