Civic Intelligence

Southwest Montana Realtors Foundation

EIN 82-2935902 • 501(c)3 • Bozeman, MT

Profile

To provide volunteers and financial resources to improve the quality of life of realtors and affiliates in the gallatin valley and surrounding areas.

4020 Valley Commons DrBozeman, MT 59718-6476

www.swmtrealtors.com/ABOUT-THE-FOUNDATION

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

52nd percentile

2.6%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

57th percentile

1.1%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

-6.1%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$120,026

Up $1,329 (+1.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$120,026

Up $1,329 (+1.1%) from 2024

Revenue

Down

$52,032

Down $3,402 (-6.1%) from 2024

Expenses

Up

$50,672

Up $979 (+2.0%) from 2024

Net Income

Down

$1,360

Down $4,381 (-76%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2017: $101,571Liabilities 2017: $0Net Assets 2017: $101,5712017Assets 2023: $115,696Liabilities 2023: $2,740Net Assets 2023: $112,9562023Assets 2024: $118,697Liabilities 2024: $0Net Assets 2024: $118,6972024Assets 2025: $120,026Liabilities 2025: $0Net Assets 2025: $120,0262025

Highlighted filing

2025

Assets$120,026
Liabilities$0
Net Assets$120,026

Operations Trend

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

$150K$100K$50K$0Revenue 2017: $101,571Expenses 2017: $0Net Income 2017: $101,5712017Revenue 2023: $60,055Expenses 2023: $42,551Net Income 2023: $17,5042023Revenue 2024: $55,434Expenses 2024: $49,693Net Income 2024: $5,7412024Revenue 2025: $52,032Expenses 2025: $50,672Net Income 2025: $1,3602025

Highlighted filing

2025

Revenue$52,032
Expenses$50,672
Net Income$1,360

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 27, 2026
Return Version
2025v4.0
Gross Receipts
$68,066
Mission and Program Overview

Mission

To provide volunteers and financial resources to improve the quality of life of realtors and affiliates in the gallatin valley and surrounding areas.

Program Services

DescriptionGrantsExpenses
TO PROVIDE VOLUNTEERS AND FINANCIAL RESOURCES TO IMPROVE THE QUALITY OF LIFE OF REALTORS AND AFFILIATES IN THE GALLATIN VALLEY AND SURROUNDING AREAS.$47,000$66,706
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BESSIE HUDGENSDirector-$0--
DEBRA GEBHARTDirector-$0--
GINA MARSHALLDirector-$0--
AUBREY ROTHPast President-$0--
CLAIRE GILLAMPresident-$0--
CLARRISA HIGTONTreasurer-$0--
JESSICA LEMMONVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$31,085-$982-
Sporting Clays$13,345-$2,015-
Total Events$44,430-$16,034$-16,034
Filing and Contact Details

Filer

Filer Name
Southwest Montana Realtors Foundation
EIN
82-2935902
Phone
4065850033
Address
4020 VALLEY COMMONS DR, BOZEMAN, MT 59718-6476

Signing Officer

Name
Claire Gillam
Title
President
Phone
4065482412
Signed
2026-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Pinion LLC
Address
1019 EAST MAIN STREET SUITE 201, BOZEMAN, MT 59715
Preparer
Jane Schultz
Phone
4065566160
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 3,447.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: big brothers big sisters of big sky country. Property description: cash. Date of gift: 02/11/25. Amount given: 2,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: bozeman art museum. Property description: cash. Date of gift: 02/11/25. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: gallatin valley land trust. Property description: cash. Date of gift: 02/11/25. Amount given: 1,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: greater gallatin united way. Property description: cash. Date of gift: 02/11/25. Amount given: 1,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: gallatin valley land trust. Property description: cash. Date of gift: 11/11/25. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: realtor relief foundation. Property description: cash. Date of gift: 06/09/25. Amount given: 3,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: susie dixson. Property description: cash. Date of gift: 11/11/25. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: hrdc. Property description: cash. Date of gift: 12/16/25. Amount given: 35,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: nicole blount. Property description: cash. Date of gift: 03/18/25. Amount given: 1,000. Total included on form 990-ez, line 10: 47,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank and credit card fees. Amount: 1,331. Description: supplies. Amount: 531. Total to form 990-ez, line 16: 1,862.

Raw XML Appendix234 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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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 3,447.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: BIG BROTHERS BIG SISTERS OF BIG SKY COUNTRY. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/11/25. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: BOZEMAN ART MUSEUM. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/11/25. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: GALLATIN VALLEY LAND TRUST. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/11/25. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: . GRANTEE NAME: GREATER GALLATIN UNITED WAY. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/11/25. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: . GRANTEE NAME: GALLATIN VALLEY LAND TRUST. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/11/25. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: . GRANTEE NAME: REALTOR RELIEF FOUNDATION. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/09/25. AMOUNT GIVEN: 3,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: . GRANTEE NAME: SUSIE DIXSON. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/11/25. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: . GRANTEE NAME: HRDC. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/16/25. AMOUNT GIVEN: 35,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: . GRANTEE NAME: NICOLE BLOUNT. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/18/25. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 47,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 1,331. DESCRIPTION: SUPPLIES. AMOUNT: 531. TOTAL TO FORM 990-EZ, LINE 16: 1,862.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAIRE GILLAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04065482412
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST MONTANA REALTORS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0822935902
ReturnHeader/Filer/PhoneNum04065850033
ReturnHeader/Filer/USAddress/AddressLine1Txt04020 VALLEY COMMONS DR
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480567703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINION LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01019 EAST MAIN STREET SUITE 201
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059715
ReturnHeader/PreparerPersonGrp/PhoneNum04065566160
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE SCHULTZ
ReturnHeader/ReturnTs02026-03-02T00:51:25-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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