Civic Intelligence

Island Mountain Community Development Financial Institution

990 • Fiscal year 2022 • EIN 85-1312061

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2024

Organization ProfileN/A
PO Box 1471Havre, MT 59501

(406) 544-1245

Siviq Scores

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

Liabilities / Assets

90th percentile

0.72x

Higher debt load relative to assets than 90% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

92nd percentile

1.83x

Higher debt load relative to revenue than 92% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

59th percentile

12%

Higher net margin than 59% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

98th percentile

328%

Faster asset growth than 98% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

67%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$1,073,352

Up $822,761 (+328%) from 2021

Net Assets

Up

$300,145

Up $49,654 (+20%) from 2021

Liabilities

Up

$773,207

Up $773,107 (+773107%) from 2021

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin59th percentile

Revenue

Up

$421,525

Up $169,485 (+67%) from 2021

Expenses

Up

$371,871

Up $330,826 (+806%) from 2021

Net Income

Down

$49,654

Down $161,341 (-76%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$1.5M$1.0M$500K$0Assets 2021: $250,591Liabilities 2021: $100Net Assets 2021: $250,4912021Assets 2022: $1,073,352Liabilities 2022: $773,207Net Assets 2022: $300,1452022Assets 2023: $1,299,749Liabilities 2023: $562,314Net Assets 2023: $737,4352023Assets 2024: $1,054,562Liabilities 2024: $567,675Net Assets 2024: $486,8872024

Highlighted filing

2022

Assets$1,073,352
Liabilities$773,207
Net Assets$300,145
Open 2022 Filing

Operations Trend

Revenue Growth86th percentile

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

$1.0M$500K$0-$500KRevenue 2021: $252,040Expenses 2021: $41,045Net Income 2021: $210,9952021Revenue 2022: $421,525Expenses 2022: $371,871Net Income 2022: $49,6542022Revenue 2023: $796,509Expenses 2023: $359,219Net Income 2023: $437,2902023Revenue 2024: $260,660Expenses 2024: $511,208Net Income 2024: -$250,5482024

Highlighted filing

2022

Revenue$421,525
Expenses$371,871
Net Income$49,654
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2024
Return Version
2022v5.0
Gross Receipts
$421,525
Mission and Program Overview

Mission

Our mission is to promote self-sustaining economic development for native americans by offering capacity-building access to capital and culturally empowered support to grow native homes and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$175,875$682,840▲ $506,965
Savings and Temporary Cash Investments-$252,360-
Prepaid Expenses and Deferred Charges-$5,718-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$250,591$1,073,352▲ $822,761
Other Assets Total$74,716$132,434▲ $57,718
Liabilities
Other Liabilities$100$575,726▲ $575,626
Accounts Payable and Accrued Expenses-$197,481-
Total Liabilities$100$773,207▲ $773,107
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$250,491$300,145▲ $49,654
Total Net Assets Fund Balance$250,491$300,145▲ $49,654
Total Liabilities and Net Assets / Fund Balance$250,591$1,073,352▲ $822,761

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Harold MainDirector
Kenneth HelegsonDirector
Leslie CliffDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$191,672
Program Service Revenue
$119,543
Investment Income
$8,638
Other Revenue
$101,672
All Other Contributions
$16,672
Change in Net Assets
$49,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$317,023
Other Expenses$54,848
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$260,652--$260,652
Payroll Taxes$56,371--$56,371
Travel$15,667--$15,667
Office Expenses$10,485--$10,485
Fees for Services Other$8,513--$8,513
Fees for Services Accounting$3,556--$3,556
All Other Expenses$2,316--$2,316
Other Expenses$1,091--$1,091
Fees for Services Legal-$443-$443
Total Functional Expenses$371,428$443$0$371,871
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advances$575,511
Notes Payable$215
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
Yes
Other officer compensation reviewed
Yes
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

“The 990 is reviewed by the bookkeeper and accountant prior to filing”

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

“The board reviews the process for dtermining compensation of the executive director. The board gathers appropriate informaiton and votes on compensation amounts.”

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

“Board reviews the process for hiring key employees with guidance from management. The board approves hiring.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Montana Native Growth Fund
EIN
85-1312061
Address
PO BOX 1471, HAVRE, MT 59501

Signing Officer

Name
Kerry Shabi
Title
Executive Director
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2020
Legal Domicile
Mt
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Gage Accounting Pc
Address
211 Main St, Polson, MT 59860
Preparer
Jodi Bergh CPA
Phone
4068834368
Raw XML Appendix355 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0197481
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0OUR MISSION IS TO PROMOTE SELF-SUSTAINING ECONOMIC DEVELOPMENT FOR NATIVE AMERICANS BY OFFERING CAPACITY-BUILDING ACCESS TO CAPITAL AND CULTURALLY EMPOWERED SUPPORT TO GROW NATIVE HOMES AND COMMUNITIES.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt016672
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02316
IRS990/AllOtherExpensesGrp/TotalAmt02316
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0REDTAIL ENTERPRISES LLC -TINA
IRS990/BooksInCareOfDetail/PhoneNum04065441245
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt073446 REDTAIL LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ARLEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059821
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0175875
IRS990/CashNonInterestBearingGrp/EOYAmt0682840
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0191672
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt08638
IRS990/CYOtherExpensesAmt054848
IRS990/CYOtherRevenueAmt0101672
IRS990/CYProgramServiceRevenueAmt0119543
IRS990/CYRevenuesLessExpensesAmt049654
IRS990/CYSalariesCompEmpBnftPaidAmt0317023
IRS990/CYTotalExpensesAmt0371871
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0421525
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0HELP COMMUNITIES BECOME SELF SUSTAINING WHERE INDIGENOUS PEOPLE CAN WORK AND RAISE THEIR FAMILIES, AND MAKE THEIR PERMANENT HOMES
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0371428
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03556
IRS990/FeesForServicesAccountingGrp/TotalAmt03556
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0443
IRS990/FeesForServicesLegalGrp/TotalAmt0443
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt08513
IRS990/FeesForServicesOtherGrp/TotalAmt08513
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0LESLIE CLIFF
IRS990/Form990PartVIISectionAGrp/PersonNm1HAROLD MAIN
IRS990/Form990PartVIISectionAGrp/PersonNm2KENNETH HELEGSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02020
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GovernmentGrantsAmt0175000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0421525
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt08638
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08638
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0OUR MISSION IS TO PROMOTE SELF-SUSTAINING ECONOMIC DEVELOPMENT FOR NATIVE AMERICANS BY OFFERING CAPACITY-BUILDING ACCESS TO CAPITAL AND CULTURALLY EMPOWERED SUPPORT TO GROW NATIVE HOMES AND COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0250491
IRS990/NetAssetsOrFundBalancesEOYAmt0300145
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0250491
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0300145
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt010485
IRS990/OfficeExpensesGrp/TotalAmt010485
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt074716
IRS990/OtherAssetsTotalGrp/EOYAmt0132434
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0GIFTS & HONORARIUM
IRS990/OtherExpensesGrp/Desc1SMALL EQUIPMENT
IRS990/OtherExpensesGrp/Desc2MARKETING & OUTREACH
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt06500
IRS990/OtherExpensesGrp/ProgramServicesAmt14927
IRS990/OtherExpensesGrp/ProgramServicesAmt21350
IRS990/OtherExpensesGrp/ProgramServicesAmt31091
IRS990/OtherExpensesGrp/TotalAmt06500
IRS990/OtherExpensesGrp/TotalAmt14927
IRS990/OtherExpensesGrp/TotalAmt21350
IRS990/OtherExpensesGrp/TotalAmt31091
IRS990/OtherLiabilitiesGrp/BOYAmt0100
IRS990/OtherLiabilitiesGrp/EOYAmt0575726
IRS990/OtherRevenueMiscGrp/Desc0SERVICE FEE CONTRACT REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0101672
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0101672
IRS990/OtherRevenueTotalAmt0101672
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0260652
IRS990/OtherSalariesAndWagesGrp/TotalAmt0260652
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt056371
IRS990/PayrollTaxesGrp/TotalAmt056371
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05718
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0IN KIND DONATIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0119543
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0119543
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0245000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt07040
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt041045
IRS990/PYRevenuesLessExpensesAmt0210995
IRS990/PYTotalExpensesAmt041045
IRS990/PYTotalRevenueAmt0252040
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt049654
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0252360
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0191672
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0245000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0436672
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08638
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07040
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015678
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0436672
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0191672
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0245000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0436672
IRS990ScheduleA/TotalSupportAmt0452350
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0132433
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0NOTES RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Rounding
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0215
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1575511
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NOTES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REFUNDABLE ADVANCES
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0132434
IRS990ScheduleD/TotalLiabilityAmt0575726
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE BOOKKEEPER AND ACCOUNTANT PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS THE PROCESS FOR DTERMINING COMPENSATION OF THE EXECUTIVE DIRECTOR. THE BOARD GATHERS APPROPRIATE INFORMAITON AND VOTES ON COMPENSATION AMOUNTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD REVIEWS THE PROCESS FOR HIRING KEY EMPLOYEES WITH GUIDANCE FROM MANAGEMENT. THE BOARD APPROVES HIRING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0250591
IRS990/TotalAssetsEOYAmt01073352
IRS990/TotalAssetsGrp/BOYAmt0250591
IRS990/TotalAssetsGrp/EOYAmt01073352
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0191672
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0443
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0371428
IRS990/TotalFunctionalExpensesGrp/TotalAmt0371871
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0100
IRS990/TotalLiabilitiesEOYAmt0773207
IRS990/TotalLiabilitiesGrp/BOYAmt0100
IRS990/TotalLiabilitiesGrp/EOYAmt0773207
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0250491
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0300145
IRS990/TotalProgramServiceExpensesAmt0371428
IRS990/TotalProgramServiceRevenueAmt0119543
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0229853
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0421525
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0250591
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01073352
IRS990/TravelGrp/ProgramServicesAmt015667
IRS990/TravelGrp/TotalAmt015667
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1471
IRS990/USAddress/CityNm0HAVRE
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059501
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRY SHABI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTANA NATIVE GROWTH FUND
ReturnHeader/Filer/BusinessNameControlTxt0ISLA
ReturnHeader/Filer/EIN0851312061
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1471
ReturnHeader/Filer/USAddress/CityNm0HAVRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841430969
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GAGE ACCOUNTING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Polson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059860
ReturnHeader/PreparerPersonGrp/PhoneNum04068834368
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jodi Bergh CPA
ReturnHeader/ReturnTs02024-11-15T21:41:07-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,073,352
Liabilities
$773,207
Net assets
$300,145
Revenue
$421,525
Expenses
$371,871
Net income
$49,654
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.57$0.49$0.26$0.51$0.25
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.56$0.74$0.80$0.36$0.44
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.77$0.30$0.42$0.37$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.25$0.04$0.21