Civic Intelligence

Central Montana Foundation

990 • Fiscal year 2023 • EIN 81-0425314

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileWWW.CENTRALMONTANAFOUNDATION.COM
PO Box 334Lewistown, MT 59457

(406) 538-6130

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.10x

Higher debt load relative to revenue than 22% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

20th percentile

-9.0%

Higher net margin than 20% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

46th percentile

5.3%

Faster asset growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

46th percentile

3.7%

Faster revenue growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets13th percentile

Assets

Flat

$42,851,953

Flat from 2023

Net Assets

Flat

$42,350,374

Flat from 2023

Liabilities

Flat

$501,579

Flat from 2023

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin20th percentile

Revenue

Flat

$5,207,255

Flat from 2023

Expenses

Flat

$5,676,306

Flat from 2023

Net Income

Flat

-$469,051

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$80M$60M$40M$20M$0Assets 2010: $15,981,742Liabilities 2010: $0Net Assets 2010: $15,981,7422010Assets 2011: $18,001,868Liabilities 2011: $0Net Assets 2011: $18,001,8682011Assets 2012: $18,934,847Liabilities 2012: $0Net Assets 2012: $18,934,8472012Assets 2013: $19,446,216Liabilities 2013: $0Net Assets 2013: $19,446,2162013Assets 2014: $21,135,216Liabilities 2014: $0Net Assets 2014: $21,135,2162014Assets 2015: $22,605,711Liabilities 2015: $0Net Assets 2015: $22,605,7112015Assets 2016: $21,944,844Liabilities 2016: $0Net Assets 2016: $21,944,8442016Assets 2017: $22,530,290Liabilities 2017: $34,761Net Assets 2017: $22,495,5292017Assets 2018: $22,104,426Liabilities 2018: $38,852Net Assets 2018: $22,065,5742018Assets 2019: $27,993,835Liabilities 2019: $431,240Net Assets 2019: $27,562,5952019Assets 2020: $29,935,226Liabilities 2020: $416,984Net Assets 2020: $29,518,2422020Assets 2021: $44,762,262Liabilities 2021: $501,906Net Assets 2021: $44,260,3562021Assets 2022: $40,694,502Liabilities 2022: $468,356Net Assets 2022: $40,226,1462022Assets 2023: $42,851,953Liabilities 2023: $501,579Net Assets 2023: $42,350,3742023Assets 2023: $42,851,953Liabilities 2023: $501,579Net Assets 2023: $42,350,3742023Assets 2024: $66,712,485Liabilities 2024: $1,481,919Net Assets 2024: $65,230,5662024

Highlighted filing

2023

Assets$42,851,953
Liabilities$501,579
Net Assets$42,350,374
Open 2023 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $900,5312010Expenses 2011: $745,1802011Expenses 2012: $937,7792012Revenue 2013: $2,494,897Expenses 2013: $1,983,528Net Income 2013: $511,3692013Revenue 2014: $3,452,229Expenses 2014: $1,763,229Net Income 2014: $1,689,0002014Revenue 2015: $3,080,489Expenses 2015: $1,609,994Net Income 2015: $1,470,4952015Revenue 2016: $1,761,801Expenses 2016: $2,422,668Net Income 2016: -$660,8672016Revenue 2017: $4,033,554Expenses 2017: $3,209,903Net Income 2017: $823,6512017Revenue 2018: $1,260,478Expenses 2018: $1,209,021Net Income 2018: $51,4572018Revenue 2019: $4,398,937Expenses 2019: $1,907,945Net Income 2019: $2,490,9922019Revenue 2020: $2,419,597Expenses 2020: $2,378,662Net Income 2020: $40,9352020Revenue 2021: $14,999,910Expenses 2021: $2,786,611Net Income 2021: $12,213,2992021Revenue 2022: $5,019,493Expenses 2022: $7,019,311Net Income 2022: -$1,999,8182022Revenue 2023: $5,207,255Expenses 2023: $5,676,306Net Income 2023: -$469,0512023Revenue 2023: $5,207,255Expenses 2023: $5,676,306Net Income 2023: -$469,0512023Revenue 2024: $29,940,798Expenses 2024: $11,682,408Net Income 2024: $18,258,3902024

Highlighted filing

2023

Revenue$5,207,255
Expenses$5,676,306
Net Income-$469,051
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$10,804,704
Mission and Program Overview

Mission

Educational and cultural improvement of central montana

To receive and accept property exclusively for educational, cultural, charitable or benevolent purposes for the benefit, health and improvement of residents of the central montana area is such a way that the quality of life in central montana shall be enhanced, working alone and with any and all other persons and organizations doing similar work.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$31,719,009$35,095,499▲ $3,376,490
Savings and Temporary Cash Investments$8,042,594$6,660,964▼ $1,381,630
Land, Buildings, and Equipment, Net$350,000$350,000→ $0
Cash and Non-Interest-Bearing Accounts$6,035$123,212▲ $117,177
Total Assets$40,694,502$42,851,953▲ $2,157,451
Other Assets Total$576,864$622,278▲ $45,414
Liabilities
Accounts Payable and Accrued Expenses$468,356$501,579▲ $33,223
Total Liabilities$468,356$501,579▲ $33,223
Net Assets / Fund Balance
Net Assets With Donor Restrictions$39,997,791$42,112,839▲ $2,115,048
Net Assets Without Donor Restrictions$228,355$237,535▲ $9,180
Total Net Assets Fund Balance$40,226,146$42,350,374▲ $2,124,228
Total Liabilities and Net Assets / Fund Balance$40,694,502$42,851,953▲ $2,157,451

Asset Categories

AssetBook ValueDepreciationBasis
Land$350,000-$350,000
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Dean ComesPresident
Carl SeilstadDirector
Cody LangbehnDirector
Josh WebberDirector
Kellyanne TerryDirector
Megan BartelDirector
Powell BeckerDirector
Scott ChauvetDirector
Sonny ComesDirector
Thom PeckDirector
Brian Henderson1st Vice Pre
Jennifer Weeden2nd Vice Pre
Carrie MantoothExecutive Di
Robyn BakkedahlSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$3,953,996
Program Service Revenue
$0
Investment Income
$1,167,963
Other Revenue
$85,296
All Other Contributions
$3,953,996
Change in Net Assets
$-469,051

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded1$107,948
Total Noncash Contributions1$107,948
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,210,647
Other Expenses$363,389
Salaries, Compensation, and Employee Benefits$102,270
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,823,950--$4,823,950
Grants to Domestic Individuals$386,697--$386,697
Fees for Service Investment Mgmnt Fees-$144,654-$144,654
Other Salaries and Wages-$92,267-$92,267
Fees for Services Accounting-$67,000-$67,000
Information Technology-$24,835-$24,835
Payroll Taxes-$7,436-$7,436
Office Expenses-$5,690-$5,690
Insurance-$4,923-$4,923
Conferences and Meetings-$3,716-$3,716
Advertising-$2,963-$2,963
Other Employee Benefits-$2,567-$2,567
Occupancy-$1,200-$1,200
Other Expenses-$20-$20
Total Functional Expenses$5,210,647$465,659$0$5,676,306
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Central Montana Medical CenterLewistown, MT501c3Equip, Cancer Center$1,963,974
Petroleum County Community CenterLewistown, MT-Youth Programs$838,250
Pccc Youth CenterLewistown, MT-Recycling Equip$235,000
Denton Fire Relief- FcdrfDenton, MT501c3Fire Relief$175,582
Hilger Community Hall---$140,000
Shooting ComplexLewistown, MT-Meal Supplement Prog$138,269
Hilger Rural Fire DepartmentJordan, MTGovBuilding Remodel$134,000
Petroleum CountyWinifred, MT-Construction of Comm$74,000
Lewistown PickleballLewistown, MTGovSwim Passes & Upgrad$69,578
St Paul Lutheran ChurchWinnett, MT-Projects$68,000
Winnett Aces--Air Cylinders$56,000
Winnett Pool and School--Cd$52,476
Lewistown Soccer ClubDillon, MT-Counseling$52,232
Lewistown Art CenterLewistown, MT501c3Operations$39,799
Central Mt Historical AssociationLewistown, MT501c3Reed & Bowles Proj &$35,000
Lewistown Park & RecreationLewistown, MT-Operating Exp/books$31,345
Central Montana Community CupboardLewistown, MT501c3Operations$30,000
First Presbyterian ChurchLewistown, MTGovUpgrades$30,000
Fergus County Farm BureauLewistown, MTGovProjects$25,000
SmilesLewistown, MT-Town Improvements$23,000
Stanford BeautificationWinnett, MT-Missions, Confer.etc$23,000
Garfield County- Jordon PoolJordan, MT501c3Renovation$20,000
Montana Cowboy PoetryWinnett, MT-Operating Expenses$20,000
Lewistown Public LibraryLewistown, MT-Soccer Field$18,778
Winnett School---$18,500
Ackley Lake ClubLewistown, MT501c3Project$18,000
Montana Youth Challenge AcademyWinnett, MT-Road Repr/ Comm Cent$15,000
Veterans Memorial Park--Pool Renovation$15,000
United Methodist Church--Improvements$14,358
Jordan Extreme BroncsStanford, MT501c3Upgrades$10,000
Mental Resilience for VolunteersWinnett, MT-Poetry Gathering$10,000
Winnett Volunteer Rfd---$10,000
Heath Rural Fire DistrictLewistown, MTGovCheers to Volunteers$9,460
Town of WinnettHilger, MT-Upgrades$8,700
Judith Basin Sheriff DeptLewistown, MT501c3Projects$8,000
Recycle MontanaLewistown, MT-Animal Shelter$7,000
Boys & Girls Club of LewistownLewistown, MT501c3Projects-scholarship$6,250
Saving Animals From EuthanasiaWinnett, MT-Improvement Payment$6,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Page 6, Part VI, Line 2

“Sonny comes dean comes director president father dean comes sonny comes president director son”

Form 990, Page 6, Part VI, Line 9

“Dean comes po box 540 lewistown, mt 59457 robyn bakkedahl po box 174 lewistown, mt 59457 carl seilstad 712 w main lewistown, mt 59457 sonny comes 2264 east fork rd lewistown, mt 59457 josh webber po box 1047 denton, mt 59430 scott chauvet po box 660 lewistown, mt 59457 jennifer weeden 404 w broadway lewistown, mt 59457 powell becker po box 958 lewistown, mt 59457 brian henderson 106 e janeaux st lewistown, mt 59457 cody langbehn 408 wendell ave lewistown, mt 59457 megan bartel po box 540 lewistown, mt 59457 kellyanne terry po box 1144 lewistown, mt 59457 thom peck 215 7th ave south lewistown, mt 59457”

Form 990, Page 6, Part VI, Line 11B

“The tax return is prepared by the foundations accounting firm. The return is given to the president of the board of directors for review prior to the presentation to the full board for review. The president then signs the return prior to mailing.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is discussed annually at the board meeting”

Form 990, Page 6, Part VI, Line 15A

“The foundation president meets with the executive director and reviews it before meetng with the rest of the board.”

Form 990, Page 6, Part VI, Line 15B

“The only full time employee is the executive director who is the person in charge of the day to day operations. Her salary is discussed yearly by the board after inquiries have been made for comparable salaries in the area. There is a part time employee that helps with the day to day office duties, when needed.”

Form 990, Page 6, Part VI, Line 19

“You can call the executive director or the accountant to inquire about a copy of the 990”

Filing and Contact Details

Filer

Filer Name
Central Montana Foundation
EIN
81-0425314
Phone
4065386130
Address
PO BOX 334, LEWISTOWN, MT 59457

Signing Officer

Name
Dean Comes
Title
President
Phone
4065386130
Signed
2024-11-14

Organization Details

Principal Officer
Dean Comes
Formed
2001
Legal Domicile
Mt
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
13

Preparer

Firm
Arntzen & Ruckman Cpas Pllp
Address
224 W MAIN ST STE 600, LEWISTOWN, MT 59457
Preparer
Stacie J Arntzen
Phone
4065352352
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“All other grants to various organizations from their own fund or from grants from the central montana foundation undesignated funds. Including scholarships to area students to further their education.”

Raw XML AppendixShowing 400 of 730 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0468356
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0501579
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO RECEIVE AND ACCEPT PROPERTY EXCLUSIVELY FOR EDUCATIONAL, CULTURAL, CHARITABLE OR BENEVOLENT PURPOSES FOR THE BENEFIT, HEALTH AND IMPROVEMENT OF RESIDENTS OF THE CENTRAL MONTANA AREA IS SUCH A WAY THAT THE QUALITY OF LIFE IN CENTRAL MONTANA SHALL BE ENHANCED, WORKING ALONE AND WITH ANY AND ALL OTHER PERSONS AND ORGANIZATIONS DOING SIMILAR WORK.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02963
IRS990/AdvertisingGrp/TotalAmt02963
IRS990/AllOtherContributionsAmt03953996
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0CARRIE MANTOOTH
IRS990/BooksInCareOfDetail/PhoneNum04065386130
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0224 W MAIN ST STE 403
IRS990/BooksInCareOfDetail/USAddress/CityNm0LEWISTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059457
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt06035
IRS990/CashNonInterestBearingGrp/EOYAmt0123212
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03716
IRS990/ConferencesMeetingsGrp/TotalAmt03716
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03953996
IRS990/CYGrantsAndSimilarPaidAmt05210647
IRS990/CYInvestmentIncomeAmt01167963
IRS990/CYOtherExpensesAmt0363389
IRS990/CYOtherRevenueAmt085296
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-469051
IRS990/CYSalariesCompEmpBnftPaidAmt0102270
IRS990/CYTotalExpensesAmt05676306
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05207255
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0CONTINUED WORK ON CONSTRUCTION OF NEW COMMUNITY CENTER IN WINNETT MONTANA
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt039997791
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt042112839
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01963974
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt067000
IRS990/FeesForServicesAccountingGrp/TotalAmt067000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0144654
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0144654
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0DEAN COMES
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBYN BAKKEDAHL
IRS990/Form990PartVIISectionAGrp/PersonNm2CARL SEILSTAD
IRS990/Form990PartVIISectionAGrp/PersonNm3SONNY COMES
IRS990/Form990PartVIISectionAGrp/PersonNm4JOSH WEBBER
IRS990/Form990PartVIISectionAGrp/PersonNm5SCOTT CHAUVET
IRS990/Form990PartVIISectionAGrp/PersonNm6JENNIFER WEEDEN
IRS990/Form990PartVIISectionAGrp/PersonNm7POWELL BECKER
IRS990/Form990PartVIISectionAGrp/PersonNm8BRIAN HENDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm9CODY LANGBEHN
IRS990/Form990PartVIISectionAGrp/PersonNm10MEGAN BARTEL
IRS990/Form990PartVIISectionAGrp/PersonNm11KELLYANNE TERRY
IRS990/Form990PartVIISectionAGrp/PersonNm12THOM PECK
IRS990/Form990PartVIISectionAGrp/PersonNm13CARRIE MANTOOTH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt62ND VICE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt81ST VICE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt078021
IRS990/GainOrLossGrp/SecuritiesAmt0-90499
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt01963974
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0386697
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0386697
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04823950
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04823950
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt078021
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05505142
IRS990/GrossReceiptsAmt010804704
IRS990/GrossRentsGrp/RealAmt015000
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt013
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt024835
IRS990/InformationTechnologyGrp/TotalAmt024835
IRS990/InsuranceGrp/ManagementAndGeneralAmt04923
IRS990/InsuranceGrp/TotalAmt04923
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01180441
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01180441
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt031719009
IRS990/InvestmentsPubTradedSecGrp/EOYAmt035095499
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0350000
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0350000
IRS990/LandBldgEquipCostOrOtherBssAmt0350000
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05595641
IRS990/LessRentalExpensesGrp/RealAmt01808
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EDUCATIONAL AND CULTURAL IMPROVEMENT OF CENTRAL MONTANA
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt040226146
IRS990/NetAssetsOrFundBalancesEOYAmt042350374
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-12478
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-12478
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt013192
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt013192
IRS990/NetUnrlzdGainsLossesInvstAmt02593279
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0228355
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0237535
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0107948
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01200
IRS990/OccupancyGrp/TotalAmt01200
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05690
IRS990/OfficeExpensesGrp/TotalAmt05690
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0576864
IRS990/OtherAssetsTotalGrp/EOYAmt0622278
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02567
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02567
IRS990/OtherExpensesGrp/Desc0ADMIN FEE
IRS990/OtherExpensesGrp/Desc1FOREIGN TAX
IRS990/OtherExpensesGrp/Desc2WIRE FEE
IRS990/OtherExpensesGrp/Desc3ANNUAL REPORT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0101902
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16414
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt272
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt320
IRS990/OtherExpensesGrp/TotalAmt0101902
IRS990/OtherExpensesGrp/TotalAmt16414
IRS990/OtherExpensesGrp/TotalAmt272
IRS990/OtherExpensesGrp/TotalAmt320
IRS990/OtherRevenueMiscGrp/Desc0ADMIN FEE REVENUE
IRS990/OtherRevenueMiscGrp/Desc1CAPITAL CREDITS, ETC
IRS990/OtherRevenueMiscGrp/Desc2SPILT INTEREST
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0101902
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1397
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2-30195
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0101902
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1397
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2-30195
IRS990/OtherRevenueTotalAmt072104
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt092267
IRS990/OtherSalariesAndWagesGrp/TotalAmt092267
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07436
IRS990/PayrollTaxesGrp/TotalAmt07436
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DEAN COMES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0RELIEF TO THOSE EFFECTED BY WILDFIRES IN FERGUS COUNTY
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0838250
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0838250
IRS990/ProgSrvcAccomActy3Grp/Desc0CMMC FOR PURCHASE OF NEW MRI EQUIPMENT
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0235000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0235000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ALL OTHER GRANTS TO VARIOUS ORGANIZATIONS FROM THEIR OWN FUND OR FROM GRANTS FROM THE CENTRAL MONTANA FOUNDATION UNDESIGNATED FUNDS. INCLUDING SCHOLARSHIPS TO AREA STUDENTS TO FURTHER THEIR EDUCATION.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02173423
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt02173423
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04157564
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt06660506
IRS990/PYInvestmentIncomeAmt0796689
IRS990/PYOtherExpensesAmt0262248
IRS990/PYOtherRevenueAmt065240
IRS990/PYRevenuesLessExpensesAmt0-1999818
IRS990/PYSalariesCompEmpBnftPaidAmt096557
IRS990/PYTotalExpensesAmt07019311
IRS990/PYTotalRevenueAmt05019493
IRS990/ReconcilationRevenueExpnssAmt0-469051
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt013192
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08042594
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06660964
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03953996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04157564
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013223595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01562871
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03605406
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt026503432
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt012861
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt012933
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt025794
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0857482
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0663602
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0631228
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0634285
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02786597
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04195915
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68350
IRS990ScheduleA/PublicSupportPY170Pct00.63710
IRS990ScheduleA/PublicSupportTotal170Amt020036142
IRS990ScheduleA/SubstantialContributorsTotAmt06493084
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03953996
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04157564
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013236456
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01575804
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03605406
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt026529226
IRS990ScheduleA/TotalSupportAmt029315823
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt096600
IRS990ScheduleD/DonorAdvisedFundsHeldCnt010
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt02450040
IRS990ScheduleD/LandGrp/BookValueAmt0350000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0350000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0350000
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0386697
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0129
IRS990ScheduleI/RecipientTable/CashGrantAmt018000
IRS990ScheduleI/RecipientTable/CashGrantAmt16250
IRS990ScheduleI/RecipientTable/CashGrantAmt230000
IRS990ScheduleI/RecipientTable/CashGrantAmt31963974
IRS990ScheduleI/RecipientTable/CashGrantAmt435000
IRS990ScheduleI/RecipientTable/CashGrantAmt5175582
IRS990ScheduleI/RecipientTable/CashGrantAmt625000
IRS990ScheduleI/RecipientTable/CashGrantAmt730000
IRS990ScheduleI/RecipientTable/CashGrantAmt820000
IRS990ScheduleI/RecipientTable/CashGrantAmt99460
IRS990ScheduleI/RecipientTable/CashGrantAmt10134000
IRS990ScheduleI/RecipientTable/CashGrantAmt1110000
IRS990ScheduleI/RecipientTable/CashGrantAmt128000
IRS990ScheduleI/RecipientTable/CashGrantAmt1339799
IRS990ScheduleI/RecipientTable/CashGrantAmt1469578
IRS990ScheduleI/RecipientTable/CashGrantAmt1531345
IRS990ScheduleI/RecipientTable/CashGrantAmt1618778
IRS990ScheduleI/RecipientTable/CashGrantAmt1752232
IRS990ScheduleI/RecipientTable/CashGrantAmt1810000
IRS990ScheduleI/RecipientTable/CashGrantAmt1920000
IRS990ScheduleI/RecipientTable/CashGrantAmt2015000
IRS990ScheduleI/RecipientTable/CashGrantAmt2174000
IRS990ScheduleI/RecipientTable/CashGrantAmt22838250
IRS990ScheduleI/RecipientTable/CashGrantAmt23235000
IRS990ScheduleI/RecipientTable/CashGrantAmt247000
IRS990ScheduleI/RecipientTable/CashGrantAmt256000
IRS990ScheduleI/RecipientTable/CashGrantAmt26138269
IRS990ScheduleI/RecipientTable/CashGrantAmt2723000
IRS990ScheduleI/RecipientTable/CashGrantAmt2868000
IRS990ScheduleI/RecipientTable/CashGrantAmt2923000
IRS990ScheduleI/RecipientTable/CashGrantAmt308700
IRS990ScheduleI/RecipientTable/CashGrantAmt3114358
IRS990ScheduleI/RecipientTable/CashGrantAmt3215000
IRS990ScheduleI/RecipientTable/CashGrantAmt3356000
IRS990ScheduleI/RecipientTable/CashGrantAmt3452476
IRS990ScheduleI/RecipientTable/CashGrantAmt3518500
IRS990ScheduleI/RecipientTable/CashGrantAmt3610000
IRS990ScheduleI/RecipientTable/CashGrantAmt37140000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc7GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501C3

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,851,953
Liabilities
$501,579
Net assets
$42,350,374
Revenue
$5,207,255
Expenses
$5,676,306
Net income
-$469,051
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$66.7$1.48$65.2$29.9$11.7$18.3
2023Detailed filing. Detailed filing data is available for this year.$42.9$0.50$42.4$5.21$5.68$0.47
2023Summary only. Only limited summary data is available for this year.$42.9$0.50$42.4$5.21$5.68$0.47
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.7$0.47$40.2$5.02$7.02$2.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.8$0.50$44.3$15.0$2.79$12.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.9$0.42$29.5$2.42$2.38$0.04
2019Summary only. Only limited summary data is available for this year.$28.0$0.43$27.6$4.40$1.91$2.49
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.1$0.04$22.1$1.26$1.21$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$0.03$22.5$4.03$3.21$0.82
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.9$0.00$21.9$1.76$2.42$0.66
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$0.00$22.6$3.08$1.61$1.47
2014Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$3.45$1.76$1.69
2013Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$2.49$1.98$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.9$0.00$18.9$0.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$0.00$18.0$0.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.0$0.00$16.0$0.90
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $25M-$50M nonprofits