Civic Intelligence

Montana History Foundation

990 • Fiscal year 2018 • EIN 81-0435459

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 17, 2018

Organization ProfileWWW.MTHISTORY.ORG
1750 N Washington StreetHelena, MT 59601

(406) 449-3770

Siviq Scores

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

Liabilities / Assets

35th percentile

0.06x

Higher debt load relative to assets than 35% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.37x

Higher debt load relative to revenue than 67% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

7th percentile

-39%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

43rd percentile

$106,404

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

28th percentile

-3.0%

Faster asset growth than 28% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-11%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$6,841,770

Down $211,701 (-3.0%) from 2017

Net Assets

Down

$6,410,654

Down $355,594 (-5.3%) from 2017

Liabilities

Up

$431,116

Up $143,893 (+50%) from 2017

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin7th percentile

Revenue

Down

$1,159,256

Down $150,315 (-11%) from 2017

Expenses

Up

$1,606,520

Up $492,661 (+44%) from 2017

Net Income

Down

-$447,264

Down $642,976 (-329%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,956,531Liabilities 2011: $97,557Net Assets 2011: $4,858,9742011Assets 2012: $5,354,108Liabilities 2012: $355,864Net Assets 2012: $4,998,2442012Assets 2013: $6,010,389Liabilities 2013: $409,492Net Assets 2013: $5,600,8972013Assets 2014: $6,464,454Liabilities 2014: $375,357Net Assets 2014: $6,089,0972014Assets 2015: $6,827,472Liabilities 2015: $384,558Net Assets 2015: $6,442,9142015Assets 2016: $6,731,162Liabilities 2016: $347,065Net Assets 2016: $6,384,0972016Assets 2017: $7,053,471Liabilities 2017: $287,223Net Assets 2017: $6,766,2482017Assets 2018: $6,841,770Liabilities 2018: $431,116Net Assets 2018: $6,410,6542018Assets 2019: $7,177,001Liabilities 2019: $481,339Net Assets 2019: $6,695,6622019Assets 2020: $7,736,805Liabilities 2020: $560,642Net Assets 2020: $7,176,1632020Assets 2021: $9,109,325Liabilities 2021: $578,754Net Assets 2021: $8,530,5712021Assets 2022: $8,725,083Liabilities 2022: $561,244Net Assets 2022: $8,163,8392022Assets 2023: $9,398,884Liabilities 2023: $638,633Net Assets 2023: $8,760,2512023Assets 2024: $9,546,645Liabilities 2024: $655,175Net Assets 2024: $8,891,4702024Assets 2025: $10,059,853Liabilities 2025: $607,312Net Assets 2025: $9,452,5412025

Highlighted filing

2018

Assets$6,841,770
Liabilities$431,116
Net Assets$6,410,654
Open 2018 Filing

Operations Trend

Revenue Growth18th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $491,3972011Expenses 2012: $647,0842012Expenses 2013: $944,8542013Revenue 2014: $1,153,999Expenses 2014: $665,799Net Income 2014: $488,2002014Revenue 2015: $955,026Expenses 2015: $601,209Net Income 2015: $353,8172015Revenue 2016: $665,870Expenses 2016: $669,776Net Income 2016: -$3,9062016Revenue 2017: $1,309,571Expenses 2017: $1,113,859Net Income 2017: $195,7122017Revenue 2018: $1,159,256Expenses 2018: $1,606,520Net Income 2018: -$447,2642018Revenue 2019: $952,744Expenses 2019: $759,421Net Income 2019: $193,3232019Revenue 2020: $1,299,183Expenses 2020: $809,982Net Income 2020: $489,2012020Revenue 2021: $1,170,117Expenses 2021: $753,187Net Income 2021: $416,9302021Revenue 2022: $1,655,465Expenses 2022: $1,005,857Net Income 2022: $649,6082022Revenue 2023: $1,576,959Expenses 2023: $1,436,158Net Income 2023: $140,8012023Revenue 2024: $1,572,915Expenses 2024: $2,108,316Net Income 2024: -$535,4012024Revenue 2025: $991,871Expenses 2025: $990,435Net Income 2025: $1,4362025

Highlighted filing

2018

Revenue$1,159,256
Expenses$1,606,520
Net Income-$447,264
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 17, 2018
Return Version
2017v2.3
Gross Receipts
$1,943,203
Mission and Program Overview

Mission

Provide development and advisory leadership for organizations dedicated to the preservation of montana's history and culture.

Provides leadership and raises funds to help organizations preserve montana's heritage resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,293,246$4,723,117▲ $429,871
Land, Buildings, and Equipment, Net$1,606,543$970,402▼ $636,141
Savings and Temporary Cash Investments$465,728$436,333▼ $29,395
Inventories for Sale or Use$77,163$68,863▼ $8,300
Other Notes and Loans Receivable, Net$29,708$57,005▲ $27,297
Pledges and Grants Receivable$22,833$25,775▲ $2,942
Prepaid Expenses and Deferred Charges$8,969$3,694▼ $5,275
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$7,053,471$6,841,770▼ $211,701
Other Assets Total$549,181$556,481▲ $7,300
Liabilities
Other Liabilities$233,705$372,410▲ $138,705
Accounts Payable and Accrued Expenses$35,209$53,321▲ $18,112
Deferred Revenue$18,309$5,385▼ $12,924
Total Liabilities$287,223$431,116▲ $143,893
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,444,777$2,367,649▼ $77,128
Temporarily Rstr Net Assets$1,823,452$2,125,824▲ $302,372
Unrestricted Net Assets$2,498,019$1,917,181▼ $580,838
Total Net Assets Fund Balance$6,766,248$6,410,654▼ $355,594
Total Liabilities and Net Assets / Fund Balance$7,053,471$6,841,770▼ $211,701

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$764,117$487,797-
Land$157,000--
Equipment$49,285$54,085-
Other Assets Org$179,289--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$4,792,704$12,535▲ $362,173$171,638$4,995,774
2016$3,073,976$1,371,467▲ $509,330$162,069$4,792,704
2015$2,984,107$89,869--$3,073,976
2014$2,749,994$234,113--$2,984,107
2013$2,595,437$154,557--$2,749,994
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charlene PorsildPresident/CEOFT$102,890$3,514$106,404

Board Members and Trustees

NameTitle
Tom LundChairman
Chris WardenImmediate Past Chair
Bill JonesVice-chairman
Bruce ParkerDirector
Debby McclenahanDirector
Helena MaclayDirector
MIKE O'NEILLDirector
Monty LeshDirector
Rockwood BrownDirector
Sidney ArmstrongDirector
Thomas E Donnelley IiDirector
Tim GordonDirector
Emily HibbardSecretary
Nancy NicholsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$395,150
Program Service Revenue
$0
Investment Income
$468,334
Other Revenue
$295,772
All Other Contributions
$395,150
Change in Net Assets
$-447,264

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$100,281Fair Market Value
Total Noncash Contributions1$100,281-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,211,766
Revenue Not Reported on Financial Statements
$-52,510
Revenue Not Reported on Form 990
$91,669
Other Revenue Adjustments
$-52,510
Total Revenue per Audited Statements
$1,303,435
Total Revenue per Form 990
$1,159,256
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,244,768
Salaries, Compensation, and Employee Benefits$235,751
Grants and Similar Amounts Paid$126,001
Total Fundraising Expense$44,893
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$126,001--$126,001
Current Officers, Directors, Trustees, and Key Employees$63,847$30,821$8,221$102,889
Other Salaries and Wages$56,859$27,448$7,322$91,629
Fees for Services Accounting$42,012$20,281$5,410$67,703
Depreciation Depletion$41,520$20,042$5,347$66,909
Other Employee Benefits$11,988$5,787$992$18,767
Payroll Taxes$10,350$4,996$1,333$16,679
Fees for Service Investment Mgmnt Fees$11,436$3,978$1,061$16,475
Advertising$4,885$2,358$8,416$15,659
Travel$9,653$4,660$1,242$15,555
Office Expenses$6,747$3,257$869$10,873
Information Technology$6,710$3,239$864$10,813
Fees for Services Legal$5,680$2,742$731$9,153
Insurance$5,564$2,686$716$8,966
Conferences and Meetings$4,218$2,036$543$6,797
Pension Plan Contributions$3,249$1,568$970$5,787
Other Expenses$1,994$963$255$3,212
All Other Expenses$1,459$704$190$2,353
Total Functional Expenses$1,422,523$139,104$44,893$1,606,520

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,659,030
Expenses per Audited Statements$1,606,520
Total Expenses per Form 990$1,606,520
Expenses Not Reported on Form 990$52,510
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Big Horn County Historical SocietyHardin, MT501(c)(3)Promote and Preserve Montana History$5,000
Cm Russell MuseumGreat Falls, MT501(c)(3)Promote and Preserve Montana History$5,000
Deer Lodge Preservation IncDeer Lodge, MT501(c)(3)Promote and Preserve Montana History$5,000
Evelyn Cameron Heritage IncTerry, MT501(c)(3)Promote and Preserve Montana History$5,000
Gallatin Historical SocietyBozeman, MT501(c)(3)Promote and Preserve Montana History$5,000
Montana Historical SocietyHelena, MTGov OrgPromote and Preserve Montana History$5,000
Moving Pictures ProductionsHelena, MT-Promote and Preserve Montana History$5,000
Old Trail MuseumChoteau, MT501(c)(3)Promote and Preserve Montana History$5,000
Prairie County Economic Development Council IncTerry, MT501(c)(3)Promote and Preserve Montana History$5,000
The Extreme History ProjectBozeman, MT501(c)(3)Promote and Preserve Montana History$5,000
Town of AlbertonAlberton, MTGov OrgPromote and Preserve Montana History$5,000
Town of EnnisEnnis, MTGov OrgPromote and Preserve Montana History$5,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Planned Gift Liabilities$372,410
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 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

“The form 990 was provided to the members of the governing body whose questions were reviewed and answered. After all questions were answered the board approved the form 990 for filing.”

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

“All officers, directors, and key employees are required to read, sign, and return to the foundation the conflict of interest statement annually. Board and committee meetings begin with a conflict of interest disclosure announcement during roll call.”

Form 990, Part VI, Section B, Line 15

“The executive committee reviews the president/ceo's performance and compensation annually and presents a recommendation to the full governing body for approval as part of the annual budgeting process.”

Form 990, Part VI, Section C, Line 19

“The foundation's tax documents are made available to the general public during normal business hours.”

FORM 990, PART I, LINE 19; PART VIII, LINE 7; PART IX, LINE 24A

“During the fiscal year, mhf transferred the mcfarland curatorial center, located in virginia city, montana, to the montana heritage commission at the appraised value of $858,500. The book value of the mcfarland center was $1,168,036 with $597,865 of accumulated depreciation. This transfer resulted in a gain of $288,329 and a program service expense (contribution) of $858,500, for a net expense for the year of $570,171. The transfer was consistent with the intent of the donor of the funds mhf used to construct the mcfarland curatorial center.”

Filing and Contact Details

Filer

Filer Name
Montana History Foundation
EIN
81-0435459
Phone
4064493770
Address
1750 N WASHINGTON STREET, HELENA, MT 59601

Signing Officer

Name
Charlene Porsild
Title
President/CEO
Phone
4064493770
Signed
2018-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charlene Porsild
Formed
1985
Legal Domicile
Mt
Voting Board Members
14
Independent Board Members
14
Employees
5
Volunteers
15

Preparer

Firm
Wipfli Llp
Address
PO BOX 1699, HELENA, MT 59624
Preparer
Meghan Bronec CPA
Phone
4064425520
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of gift annuities -117,909.”

Financial Statement Notes

PART X, LINE 2:

“Mhf is exempt from federal income tax in accordance with section 501(c)(3) of the internal revenue code. As a result, no provision for income tax is included in the accompanying financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of charitable gift annuities -117,910.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Scriver center expenses netted against rental income on form 990 -44,209. Cogs netted to inventory sales on form 990 -8,301.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Scriver center expenses netted against rental income on form 990 44,209. Cogs netted to inventory sales on form 990 8,301.”

Part III, Line 4

“Postcard collection used to preserve and promote the history of the state of montana, oil and gas leases, and bronze casting rights.”

Part V, Line 4

“The earnings are used to preserve and promote the history of the state of montana”

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IRS990/Form990PartVIISectionAGrp/PersonNm11DEBBY MCCLENAHAN
IRS990/Form990PartVIISectionAGrp/PersonNm12MIKE O'NEILL
IRS990/Form990PartVIISectionAGrp/PersonNm13BRUCE PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm14CHARLENE PORSILD
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/ReportableCompFromOrgAmt14102890
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT/CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0288329
IRS990/GainOrLossGrp/SecuritiesAmt0-1281
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0126001
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0126001
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0858500
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0159985
IRS990/GrossReceiptsAmt01943203
IRS990/GrossRentsGrp/RealAmt0149939
IRS990/GrossSalesOfInventoryAmt03725
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0864
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03239
IRS990/InformationTechnologyGrp/ProgramServicesAmt06710
IRS990/InformationTechnologyGrp/TotalAmt010813
IRS990/InsuranceGrp/FundraisingAmt0716
IRS990/InsuranceGrp/ManagementAndGeneralAmt02686
IRS990/InsuranceGrp/ProgramServicesAmt05564
IRS990/InsuranceGrp/TotalAmt08966
IRS990/InventoriesForSaleOrUseGrp/BOYAmt077163
IRS990/InventoriesForSaleOrUseGrp/EOYAmt068863
IRS990/InvestmentIncomeGrp/ExclusionAmt0181286
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0181286
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04293246
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04723117
IRS990/IRPDocumentCnt033
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0541882
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01606543
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0970402
IRS990/LandBldgEquipCostOrOtherBssAmt01512284
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0570171
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0161266
IRS990/LessRentalExpensesGrp/RealAmt044209
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE DEVELOPMENT AND ADVISORY LEADERSHIP FOR ORGANIZATIONS DEDICATED TO THE PRESERVATION OF MONTANA'S HISTORY AND CULTURE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06766248
IRS990/NetAssetsOrFundBalancesEOYAmt06410654
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0287048
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0287048
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-4576
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-4576
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0105730
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0105730
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0209579
IRS990/NoncashContributionsAmt0100281
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0869
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03257
IRS990/OfficeExpensesGrp/ProgramServicesAmt06747
IRS990/OfficeExpensesGrp/TotalAmt010873
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0549181
IRS990/OtherAssetsTotalGrp/EOYAmt0556481
IRS990/OtherChangesInNetAssetsAmt0-117909
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0992
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05787
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011988
IRS990/OtherEmployeeBenefitsGrp/TotalAmt018767
IRS990/OtherExpensesGrp/Desc0MCFARLAND CENTER - TRAN
IRS990/OtherExpensesGrp/Desc1PROJECT EXPENSES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt0411
IRS990/OtherExpensesGrp/FundraisingAmt1255
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01538
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1963
IRS990/OtherExpensesGrp/ProgramServicesAmt0858500
IRS990/OtherExpensesGrp/ProgramServicesAmt1146665
IRS990/OtherExpensesGrp/ProgramServicesAmt23186
IRS990/OtherExpensesGrp/ProgramServicesAmt31994
IRS990/OtherExpensesGrp/TotalAmt0858500
IRS990/OtherExpensesGrp/TotalAmt1146665
IRS990/OtherExpensesGrp/TotalAmt25135
IRS990/OtherExpensesGrp/TotalAmt33212
IRS990/OtherLiabilitiesGrp/BOYAmt0233705
IRS990/OtherLiabilitiesGrp/EOYAmt0372410
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt030731
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt030731
IRS990/OtherRevenueTotalAmt030731
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07322
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027448
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt056859
IRS990/OtherSalariesAndWagesGrp/TotalAmt091629
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt029708
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt057005
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01333
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04996
IRS990/PayrollTaxesGrp/ProgramServicesAmt010350
IRS990/PayrollTaxesGrp/TotalAmt016679
IRS990/PensionPlanContributionsGrp/FundraisingAmt0970
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01568
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03249
IRS990/PensionPlanContributionsGrp/TotalAmt05787
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02444777
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02367649
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt022833
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt025775
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08969
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03694
IRS990/PrincipalOfficerNm0CHARLENE PORSILD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0FUND RAISING AND GRANTING OF AWARDS TO PROMOTE AND PRESERVE MONTANA HISTORY THROUGHOUT THE STATE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0393493
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0126001
IRS990/ProgSrvcAccomActy3Grp/Desc0MONTANA HISTORICAL SOCIETY PROJECTS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt018293
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OPPERATIONS SUPPORT, MOSS MANSION, FISCAL SPONSORSHPS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt082856
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0758967
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0117180
IRS990/PYInvestmentIncomeAmt0285437
IRS990/PYOtherExpensesAmt0772416
IRS990/PYOtherRevenueAmt0265167
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0195712
IRS990/PYSalariesCompEmpBnftPaidAmt0224263
IRS990/PYTotalExpensesAmt01113859
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01309571
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-447264
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0105730
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0163887
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0163887
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0465728
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0436333
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0395150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0758967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0342894
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0669691
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0237228
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02403930
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0495112
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0611303
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0384288
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0445504
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0566686
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02502893
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0288329
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.47380

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,841,770
Liabilities
$431,116
Net assets
$6,410,654
Revenue
$1,159,256
Expenses
$1,606,520
Net income
-$447,264
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.1$0.61$9.45$0.99$0.99$0.00
2024Detailed filing. Detailed filing data is available for this year.$9.55$0.66$8.89$1.57$2.11$0.54
2023Detailed filing. Detailed filing data is available for this year.$9.40$0.64$8.76$1.58$1.44$0.14
2022Detailed filing. Detailed filing data is available for this year.$8.73$0.56$8.16$1.66$1.01$0.65
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.11$0.58$8.53$1.17$0.75$0.42
2020Detailed filing. Detailed filing data is available for this year.$7.74$0.56$7.18$1.30$0.81$0.49
2019Detailed filing. Detailed filing data is available for this year.$7.18$0.48$6.70$0.95$0.76$0.19
2018Detailed filing. Detailed filing data is available for this year.$6.84$0.43$6.41$1.16$1.61$0.45
2017Detailed filing. Detailed filing data is available for this year.$7.05$0.29$6.77$1.31$1.11$0.20
2016Detailed filing. Detailed filing data is available for this year.$6.73$0.35$6.38$0.67$0.67$0.00
2015Detailed filing. Detailed filing data is available for this year.$6.83$0.38$6.44$0.96$0.60$0.35
2014Detailed filing. Detailed filing data is available for this year.$6.46$0.38$6.09$1.15$0.67$0.49
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.01$0.41$5.60$0.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.35$0.36$5.00$0.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$0.10$4.86$0.49