Civic Intelligence

New Approach Montana

990 • Fiscal year 2020 • EIN 84-3244528

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 01, 2021

Organization Profilenewapproachmt.org
PO Box 1108Helena, MT 59624

(401) 282-8417

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2020 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2020

Net Margin

36th percentile

1.5%

Higher net margin than 36% of similar nonprofits.

2020 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2020 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets14th percentile

Assets

$103,193

No earlier filing loaded for comparison.

Net Assets

$103,193

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin36th percentile

Revenue

$6,871,225

No earlier filing loaded for comparison.

Expenses

$6,768,753

No earlier filing loaded for comparison.

Net Income

$102,472

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2020: $103,193Liabilities 2020: $0Net Assets 2020: $103,1932020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$103,193
Liabilities$0
Net Assets$103,193
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $6,871,225Expenses 2020: $6,768,753Net Income 2020: $102,4722020Revenue 2021: $32,141Expenses 2021: $135,334Net Income 2021: -$103,1932021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022

Highlighted filing

2020

Revenue$6,871,225
Expenses$6,768,753
Net Income$102,472
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 1, 2021
Return Version
2020v4.0
Gross Receipts
$6,871,225
Mission and Program Overview

Mission

New Approach Montana is a registered Montana ballot question committee in support of two 2020 ballot initiatives for the legalization of marijuana for adults 21 and older.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$721$103,193▲ $102,472
Loans From Officers Directors$0$0→ $0
Total Assets$721$103,193▲ $102,472
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$721$103,193▲ $102,472
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$721$103,193▲ $102,472
Total Liabilities and Net Assets / Fund Balance$721$103,193▲ $102,472
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

NameTitle
Matthew SchweichPresident
Jared MoffatDirector
Sherine BlackfordDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Screen Strategies MediaBroadcast television advertisements11150 Fairfax Blvd, Suite 505, Fairfax, VA 22030$2,400,000
FieldworksSignature gathering4005 Wisconsin Ave NW, Unit 9897, Washington, DC 20016$1,714,877
Moxie Media IncVoter outreach and contactPO Box 30084, Seattle, WA 98113$1,602,802
Trilogy InteractivePlacement of digital advertisements2040 Bancroft Way, Suite 202, Berkeley, CA 94704$1,091,105
MontPIRGField operations, voter contact, signature gathering141 Corbin Hall, Missoula, MT 59812$245,595
Revenue and Support

Revenue Composition

Contributions and Grants
$6,871,225
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$6,871,225
Change in Net Assets
$102,472
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,768,753
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$3,985,398--$3,985,398
Fees for Services Other$2,445,345--$2,445,345
Fees for Services Management$255,450--$255,450
Fees for Services Legal$57,238--$57,238
Travel$18,413--$18,413
All Other Expenses$4,605--$4,605
Information Technology$1,708--$1,708
Office Expenses$596--$596
Total Functional Expenses$6,768,753$0$0$6,768,753
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Members of the organization's governing body reviewed the 990 form and consulted emails regarding organizational decisions, the organization's financial records, including bank account statements, as well as required statements filed with the Montana Commissioner of Political Practices to confirm the accuracy of the information provided herein.”

Form 990, Part VI, Section C, Line 19

“The organization filed all statements required by the Montana Commission of Political Practices. These filings include a statement of organization, identifying the campaign's treasurer, as well as periodic financial statements regarding income and expenditures. The organization did not make any other governing documents public.”

Filing and Contact Details

Filer

Filer Name
New Approach Montana
EIN
84-3244528
Phone
4012828417
Address
PO Box 1108, Helena, MT 59624

Signing Officer

Name
Jared Moffat
Title
Secretary
Phone
4012828417
Signed
2021-10-01

Organization Details

Principal Officer
Matthew Schweich
Formed
2020
Legal Domicile
Mt
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
50
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Fees for consultants who assisted with signature gathering, field organizing, coalition building, and related grassroots organizing services.”

Raw XML Appendix325 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/ActivityOrMissionDesc0New Approach Montana is a registered Montana ballot question committee in support of two 2020 ballot initiatives for the legalization of marijuana for adults 21 and older.
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IRS990/ContractorCompensationGrp/ServicesDesc0Signature gathering
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IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0New Approach Montana supported the reform of marijuana laws in the state of Montana through drafting and qualifying two ballot initiatives to legalize marijuana for adults 21 and older. The organization educated state residents about the social and economic benefits of legalization through public communications efforts, and the initiatives passed in the November 2020 election.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members of the organization's governing body reviewed the 990 form and consulted emails regarding organizational decisions, the organization's financial records, including bank account statements, as well as required statements filed with the Montana Commissioner of Political Practices to confirm the accuracy of the information provided herein.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization filed all statements required by the Montana Commission of Political Practices. These filings include a statement of organization, identifying the campaign's treasurer, as well as periodic financial statements regarding income and expenditures. The organization did not make any other governing documents public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fees for consultants who assisted with signature gathering, field organizing, coalition building, and related grassroots organizing services.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 11g
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ReturnHeader/BusinessOfficerGrp/PhoneNum04012828417
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-01
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ReturnHeader/Filer/USAddress/CityNm0Helena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059624
ReturnHeader/ReturnTs02021-09-22T17:28:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,193
Liabilities
$0
Net assets
$103,193
Revenue
$6,871,225
Expenses
$6,768,753
Net income
$102,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.14$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$6.87$6.77$0.10