Civic Intelligence

Montana Technology Acceleration Assoc

EIN 83-0858813 • 501(c)3 • Bozeman, MT

Pub. 78 Eligible

Profile

Scaling mt is dedicated to accelerating the growth of montanas tech ecosystem by providing world class training and top tier mentorship to emerging montana-based tech companies and entrepreneurs.

1924 W Stevens StBozeman, MT 59718

www.earlystagemt.org

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 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

92nd percentile

109%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

3.6%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$157,920

Up $82,315 (+109%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$157,920

Up $82,315 (+109%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin80th percentile

Revenue

Up

$300,737

Up $10,493 (+3.6%) from 2023

Expenses

Down

$218,423

Down $82,306 (-27%) from 2023

Net Income

Up

$82,314

Up $92,799 (+885%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$200K$150K$100K$50K$0Assets 2019: $16,624Liabilities 2019: $02019Assets 2020: $46,384Net Assets 2020: $46,3842020Assets 2021: $99,459Net Assets 2021: $99,4592021Assets 2022: $86,090Net Assets 2022: $86,0902022Assets 2023: $75,605Liabilities 2023: $0Net Assets 2023: $75,6052023Assets 2024: $157,920Liabilities 2024: $0Net Assets 2024: $157,9202024

Highlighted filing

2024

Assets$157,920
Liabilities$0
Net Assets$157,920
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2019: $59,652Expenses 2019: $56,023Net Income 2019: $3,6292019Revenue 2020: $102,190Expenses 2020: $72,430Net Income 2020: $29,7602020Revenue 2021: $165,465Expenses 2021: $112,390Net Income 2021: $53,0752021Revenue 2022: $143,892Expenses 2022: $157,261Net Income 2022: -$13,3692022Revenue 2023: $290,244Expenses 2023: $300,729Net Income 2023: -$10,4852023Revenue 2024: $300,737Expenses 2024: $218,423Net Income 2024: $82,3142024

Highlighted filing

2024

Revenue$300,737
Expenses$218,423
Net Income$82,314
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$157,920
Liabilities
$0
Net assets
$157,920
Revenue
$300,737
Expenses
$218,423
Net income
$82,314
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$3.01$2.18$0.82
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$2.90$3.01$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.86$1.44$1.57$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.99$1.65$1.12$0.53
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.46$1.02$0.72$0.30
2019Summary only. Only limited summary data is available for this year.$0.17$0.00$0.60$0.56$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.0
Gross Receipts
$300,737
Mission and Program Overview

Mission

Scaling mt is dedicated to accelerating the growth of montanas tech ecosystem by providing world class training and top tier mentorship to emerging montana-based tech companies and entrepreneurs.

Scaling montana is dedicated to accelerating the growth of montanas tech ecosystem

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$75,605$157,920▲ $82,315
Rtn Earn Endowment Incm Other Fnds$75,605$157,920▲ $82,315
Total Assets$75,605$157,920▲ $82,315
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$75,605$157,920▲ $82,315
Total Liabilities and Net Assets / Fund Balance$75,605$157,920▲ $82,315
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Philip BrittanChair
A GilbertsonVice Chair
Dan RauschDirector
Greg RogersDirector
Jennifer GraffExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$154,898
Program Service Revenue
$145,839
Investment Income
$0
Other Revenue
$0
All Other Contributions
$4,898
Change in Net Assets
$82,314
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$135,471
Salaries, Compensation, and Employee Benefits$82,952
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$82,952-$82,952
Advertising-$17,880-$17,880
Other Expenses$14,500--$14,500
Travel-$5,492-$5,492
Information Technology-$5,012-$5,012
Office Expenses-$4,806-$4,806
All Other Expenses$3,071--$3,071
Fees for Services Legal-$1,308-$1,308
Total Functional Expenses$100,973$117,450$0$218,423
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
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Montana Tech Accelerationn Ass
EIN
83-0858813
Phone
4065316430
Address
1924 W STEVENS ST, BOZEMAN, MT 59718

Signing Officer

Name
Jenni Graff
Title
Trustee
Phone
4065316430
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenni Graff
Voting Board Members
5
Independent Board Members
5
Employees
1

Preparer

Firm
Aamc Tax
Address
5031 ST RT 305, FOWLER, OH 44418
Preparer
Andrew Smith
Phone
3309790595
Supplemental Narrative

Additional Explanations

990 Part III D

“Scaling MT gave away 14,500 in prize money over the course of the year to winners of pitch competitions.”

Raw XML Appendix285 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
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IRS990/AllOtherExpensesGrp/ProgramServicesAmt03071
IRS990/AllOtherExpensesGrp/TotalAmt03071
IRS990/BackupWthldComplianceInd0true
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IRS990/BooksInCareOfDetail/PhoneNum04065316430
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IRS990/BooksInCareOfDetail/USAddress/CityNm0BOZEMAN
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IRS990/CntrctRcvdGreaterThan100KCnt00
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IRS990/CompensationFromOtherSrcsInd0false
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherRevenueAmt00
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IRS990/DAFExcessBusinessHoldingsInd0false
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IRS990/Desc0Re-branded to Scaling Montana.
IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt01
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IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0218423
IRS990/FamilyOrBusinessRlnInd0false
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IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01308
IRS990/FeesForServicesLegalGrp/TotalAmt01308
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JENNIFER GRAFF
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IRS990/Form990PartVIISectionAGrp/PersonNm3A GILBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm4GREG ROGERS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt0150000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0300737
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05012
IRS990/InformationTechnologyGrp/TotalAmt05012
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt075605
IRS990/NetAssetsOrFundBalancesEOYAmt0157920
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04806
IRS990/OfficeExpensesGrp/TotalAmt04806
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc1CONTRACTORS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0145839
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleA/GovernmentalUnitInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 PART III D
IRS990/SchoolOperatingInd0false
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IRS990/SubjectToProxyTaxInd0false
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTANA TECH ACCELERATIONN ASS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA SCALING MONTANA
ReturnHeader/Filer/BusinessNameControlTxt0MONT
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ReturnHeader/Filer/PhoneNum04065316430
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ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOWLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044418
ReturnHeader/PreparerPersonGrp/PhoneNum03309790595
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW SMITH
ReturnHeader/ReturnTs02025-07-09T12:47:03-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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