Civic Intelligence

Hopa Mountain Foundation

990 • Fiscal year 2023 • EIN 84-1635749

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

234 E Babcock EBozeman, MT 59715

(406) 586-2455

Siviq Scores

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

Liabilities / Assets

37th percentile

0.02x

Higher debt load relative to assets than 37% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.02x

Higher debt load relative to revenue than 32% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

79th percentile

25%

Higher net margin than 79% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

72nd percentile

$110,168

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

86th percentile

39%

Faster asset growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

79%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$3,109,810

Up $867,411 (+39%) from 2022

Net Assets

Up

$3,040,908

Up $843,314 (+38%) from 2022

Liabilities

Up

$68,902

Up $24,097 (+54%) from 2022

Revenue

Up

$3,203,778

Up $1,415,466 (+79%) from 2022

Expenses

Up

$2,402,255

Up $1,059,940 (+79%) from 2022

Net Income

Up

$801,523

Up $355,526 (+80%) from 2022

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $363,399Liabilities 2010: $39,794Net Assets 2010: $323,6052010Assets 2011: $246,374Liabilities 2011: $35,648Net Assets 2011: $210,7262011Assets 2012: $745,629Liabilities 2012: $37,198Net Assets 2012: $708,4312012Assets 2013: $1,267,019Liabilities 2013: $36,099Net Assets 2013: $1,230,9202013Assets 2014: $836,939Liabilities 2014: $41,965Net Assets 2014: $794,9742014Assets 2015: $703,286Liabilities 2015: $45,922Net Assets 2015: $657,3642015Assets 2016: $854,385Liabilities 2016: $68,125Net Assets 2016: $786,2602016Assets 2017: $836,721Liabilities 2017: $65,767Net Assets 2017: $770,9542017Assets 2018: $1,565,306Liabilities 2018: $81,119Net Assets 2018: $1,484,1872018Assets 2019: $1,422,035Liabilities 2019: $57,617Net Assets 2019: $1,364,4182019Assets 2020: $1,651,633Liabilities 2020: $77,296Net Assets 2020: $1,574,3372020Assets 2021: $1,869,987Liabilities 2021: $63,483Net Assets 2021: $1,806,5042021Assets 2022: $2,242,399Liabilities 2022: $44,805Net Assets 2022: $2,197,5942022Assets 2023: $3,109,810Liabilities 2023: $68,902Net Assets 2023: $3,040,9082023Assets 2024: $2,959,289Liabilities 2024: $61,781Net Assets 2024: $2,897,5082024

Highlighted filing

2023

Assets$3,109,810
Liabilities$68,902
Net Assets$3,040,908

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,049,4642010Expenses 2011: $1,074,2232011Expenses 2012: $1,094,4642012Revenue 2013: $1,304,866Expenses 2013: $785,045Net Income 2013: $519,8212013Revenue 2014: $569,658Expenses 2014: $988,953Net Income 2014: -$419,2952014Revenue 2015: $686,746Expenses 2015: $821,564Net Income 2015: -$134,8182015Revenue 2016: $900,636Expenses 2016: $747,595Net Income 2016: $153,0412016Revenue 2017: $741,466Expenses 2017: $758,129Net Income 2017: -$16,6632017Revenue 2018: $1,564,829Expenses 2018: $813,311Net Income 2018: $751,5182018Revenue 2019: $898,222Expenses 2019: $1,034,960Net Income 2019: -$136,7382019Revenue 2020: $2,414,820Expenses 2020: $2,245,680Net Income 2020: $169,1402020Revenue 2021: $1,410,784Expenses 2021: $1,193,461Net Income 2021: $217,3232021Revenue 2022: $1,788,312Expenses 2022: $1,342,315Net Income 2022: $445,9972022Revenue 2023: $3,203,778Expenses 2023: $2,402,255Net Income 2023: $801,5232023Revenue 2024: $1,208,260Expenses 2024: $1,377,466Net Income 2024: -$169,2062024

Highlighted filing

2023

Revenue$3,203,778
Expenses$2,402,255
Net Income$801,523
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$3,203,778
Mission and Program Overview

Mission

Hopa Mountain invests in rural and tribal citizen leaders, adults and youth who areimproving education, ecological health, and economic development. Hopa Mountain provides these leaders with training, mentoring, network opportunities, and financial resources to help them create opportunities for advancing in their communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$582,108$1,574,912▲ $992,804
Pledges and Grants Receivable$337,938$931,812▲ $593,874
Savings and Temporary Cash Investments$757,762$396,043▼ $361,719
Cash and Non-Interest-Bearing Accounts$564,590$207,042▼ $357,548
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,242,399$3,109,810▲ $867,411
Other Assets Total$1$1→ $0
Liabilities
Accounts Payable and Accrued Expenses$44,805$68,902▲ $24,097
Total Liabilities$44,805$68,902▲ $24,097
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,304,697$2,181,316▲ $876,619
Net Assets With Donor Restrictions$892,897$859,592▼ $33,305
Total Net Assets Fund Balance$2,197,594$3,040,908▲ $843,314
Total Liabilities and Net Assets / Fund Balance$2,242,399$3,109,810▲ $867,411
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bonnie L Sachatello-SawyerExecutive DirectorFT$104,922$5,246$110,168

Board Members and Trustees

NameTitle
Dr Kirk BranchPresident
Deborah GangloffMember at Large
Dr Brad HallMember at Large
Dr Shane DoyleMember at Large
Joe Horse CaptureMember at Large
Julian CollinsMember at Large
Dr Lynn PaulSecretary
Vivian HelvikTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,176,882
Program Service Revenue
$600
Investment Income
$26,296
Other Revenue
$0
All Other Contributions
$2,951,301
Change in Net Assets
$801,523

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 AmountValuation Method
Securities Publicly Traded1$31,313Market
Other Non Cash Contri Table2$15,149Thrift
Total Noncash Contributions3$46,462-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,203,778
Revenue Not Reported on Form 990
$112,181
Total Revenue per Audited Statements
$3,315,959
Total Revenue per Form 990
$3,203,778
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,183,490
Other Expenses$884,376
Salaries, Compensation, and Employee Benefits$334,389
Total Fundraising Expense$6,479
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,183,490--$1,183,490
Fees for Services Other$241,743--$241,743
Other Salaries and Wages$136,111$38,478-$174,589
Office Expenses$103,954$19,685$2,519$126,158
Current Officers, Directors, Trustees, and Key Employees$102,766$7,402-$110,168
Fees for Services Accounting$13,597$43,558-$57,155
Information Technology$47,622$8,006-$55,628
Payroll Taxes$40,855$7,950-$48,805
Travel$16,159$6,949-$23,108
Insurance-$6,618-$6,618
Occupancy-$6,250-$6,250
Advertising$165$4,832-$4,997
Other Expenses$156$2,574$3,960$2,730
Conferences and Meetings$1,984$559-$2,543
Pension Plan Contributions$188$639-$827
Total Functional Expenses$2,180,722$215,054$6,479$2,402,255

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,472,645
Expenses per Audited Statements$2,402,255
Total Expenses per Form 990$2,402,255
Expenses Not Reported on Form 990$70,390
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Confed Salish & KootenaiPablo, MTGov'tGeneral Operations.$150,000
The Nature ConservancyArlington, VA501c3General Operations.$100,000
Blackfeet Eco KnowledgeBrowning, MT501c3General Operations.$70,000
Blackfeet TribeBrowning, MTGov'tGeneral Operations.$70,000
Blackfeet TribeBrowning, MTGov'tGeneral Operations.$70,000
FAST BlackfeetBrowning, MT501c3General Operations.$70,000
Piikani Lodge Health InstitutBrowning, MT501c3General Operations.$70,000
WILD FoundationBoulder, CO501c3General Operations.$70,000
Piegan InstituteBrowning, MT501c3General Operations.$65,500
Arlee Community Develop CorpArlee, MT501c3General Operations.$60,000
Blackfeet Comm CollegeBrowning, MT501c3General Operations.$52,500
Confed Salish & KootenaiPablo, MTGov'tGeneral Operations.$50,000
Salish Kootenai CollegePablo, MT501c3General Operations.$50,000
The Univ of MT FoundationMissoula, MT501c3General Operations.$50,000
North Valley Food BankWhitefish, MT501c3General Operations.$30,000
Boys & Girls Club of N CheyCheyenne, WY501c3General Operations.$15,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
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 CPA prepares a draft of the Form 990 and it is submitted to the Executive Director (ED). The Boards holds a conference call with the CPA who then presents it to the entire Board. The Board reviews the draft, makes any corrections, approves it, and then it is sent back to the ED to ratify and authorize the CPA to finalize and issue.

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

Hopa's Board completes new Conflict of Interest (COI) disclosure forms at their annual Board meeting. The President monitors any COI and would discuss any conflicts. So far Hopa Mountain has not had any.

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

The Board reviews comparable salaries in the industry doing comparable work to determine the compensation level for the Executive Director.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Hopa Mountain Inc
EIN
84-1635749
Phone
4065862455
Address
234 E Babcock E, Bozeman, MT 59715

Signing Officer

Name
Bonnie L Sachatello-Sawyer
Title
Executive Director
Signed
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bonnie L Sachatello-Sawyer
Formed
2004
Legal Domicile
Mt
Voting Board Members
8
Independent Board Members
8
Employees
20
Volunteers
25

Preparer

Firm
Rosie Barndt CPA Pc
Address
3382 MONIDA STREET, BOZEMAN, MT 59718
Preparer
Rosie Barndt CPA PC
Phone
4062090411
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

OTHER PROGRAM SERVICES 4: Hopa Mountain Scholars of Promise program:The Indigenous Scholars of Promise program is a college preparation program that provides students with training, mentoring, and support services to help them prepare to apply to the schools of their choice. High school sophomores, juniors and seniors who currently have a 3.0 GPA or above and are considering applying the colleges and universities are invited to apply to the program. OTHER PROGRAM SERVICES 5: Native Science Fellows(NSF):The Native Science Fellows program is effectively increasing the number of Native American students (ages 15-35) who are engaged in community-based geosciences education, field experiences and careers by: (1) providing role models and work experience for Native American tribal college and university students interested in the geosciences; (2) developing an annual Fellows gathering with peer networks of Native college students who are interested in pursuing geosciences careers; and (3) building a network of community-based science professionals who are committeed to the success of Native students and provide on-going support for personal, academic and professional success. OTHER PROGRAM SERVICES 6:

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IRS990/OtherExpensesGrp/TotalAmt134801
IRS990/OtherExpensesGrp/TotalAmt215914
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0Bonnie L Sachatello-Sawyer
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0600
IRS990/ProgSrvcAccomActy2Grp/Desc0Local Food for Local Families: The purpose of the cooperative Local Food for Local Families initiative is to expand access to Montana grown food by increasing processing, distribution, and storage capacity in local and regional food hubs and rural and tribal food pantries to meet the needs of Montana families. Local Food for Local Families supports and connects producers, food hubs, food pantries and others to increase access to Montana grown and processed agricultural products. The goal of this initiative is to develop a more strategic, equitable and sustainable food system model statewide.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0305462
IRS990/ProgSrvcAccomActy3Grp/Desc0Hopa Mountain's StoryMakers and HealthMakers Programs:Hopa Mountain's StoryMakers and HealthMakers programs offer parents of children ages 0-8 with high-quality books and early learning resources to support children's health and early literacy; child development information and book-sharing ideas; and personal encouragement for parents and caregivers as they support their children's learning and health habits every day.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0201651
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IRS990/PYProgramServiceRevenueAmt020510
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IRS990ScheduleI/RecipientTable/IRCSectionDesc3Gov't
IRS990ScheduleI/RecipientTable/IRCSectionDesc4Gov't
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501c3

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$0.06$2.90$1.21$1.38$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.11$0.07$3.04$3.20$2.40$0.80
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.04$2.20$1.79$1.34$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.06$1.81$1.41$1.19$0.22
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.08$1.57$2.41$2.25$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.06$1.36$0.90$1.03$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.08$1.48$1.56$0.81$0.75
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.07$0.77$0.74$0.76$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.07$0.79$0.90$0.75$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.05$0.66$0.69$0.82$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.04$0.79$0.57$0.99$0.42
2013Detailed filing. Detailed filing data is available for this year.$1.27$0.04$1.23$1.30$0.79$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.04$0.71$1.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.04$0.21$1.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.04$0.32$1.05