Civic Intelligence

Max S Baucus Institute

EIN 86-3725571 • 501(c)3 • Bozeman, MT

Pub. 78 EligibleNTEE T30

Profile

To prepare our next generation of public servants.

224 E Main StBozeman, MT 59715

www.baucusinstitute.org

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,282,834

Up $179,157 (+16%) from 2023

Liabilities

Down

$5,745

Down $4,998 (-47%) from 2023

Net Assets

Up

$1,277,089

Up $184,155 (+17%) from 2023

Operations

Revenue

Up

$909,622

Up $183,395 (+25%) from 2023

Expenses

Up

$807,874

Up $379,499 (+89%) from 2023

Net Income

Down

$101,748

Down $196,104 (-66%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2021: $90,000Net Assets 2021: $90,0002021Assets 2022: $714,305Liabilities 2022: $0Net Assets 2022: $714,3052022Assets 2023: $1,103,677Liabilities 2023: $10,743Net Assets 2023: $1,092,9342023Assets 2024: $1,282,834Liabilities 2024: $5,745Net Assets 2024: $1,277,0892024

Highlighted filing

2024

Assets$1,282,834
Liabilities$5,745
Net Assets$1,277,089
Open 2024 Filing

Operations Trend

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

$1.0M$500K$0Revenue 2021: $90,0002021Revenue 2022: $843,842Expenses 2022: $214,427Net Income 2022: $629,4152022Revenue 2023: $726,227Expenses 2023: $428,375Net Income 2023: $297,8522023Revenue 2024: $909,622Expenses 2024: $807,874Net Income 2024: $101,7482024

Highlighted filing

2024

Revenue$909,622
Expenses$807,874
Net Income$101,748
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,282,834
Liabilities
$5,745
Net assets
$1,277,089
Revenue
$909,622
Expenses
$807,874
Net income
$101,748
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.28$0.01$1.28$0.91$0.81$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.01$1.09$0.73$0.43$0.30
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.84$0.21$0.63
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 10, 2025
Return Version
2024v5.0
Gross Receipts
$909,622
Mission and Program Overview

Mission

To prepare our next generation of public servants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$580,823$1,038,810▲ $457,987
Cash and Non-Interest-Bearing Accounts$522,854$238,549▼ $284,305
Savings and Temporary Cash Investments-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,103,677$1,282,834▲ $179,157
Other Assets Total-$5,475-
Liabilities
Accounts Payable and Accrued Expenses$10,743$5,745▼ $4,998
Total Liabilities$10,743$5,745▼ $4,998
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$661,826$1,125,588▲ $463,762
Net Assets With Donor Restrictions$431,108$151,501▼ $279,607
Total Net Assets Fund Balance$1,092,934$1,277,089▲ $184,155
Total Liabilities and Net Assets / Fund Balance$1,103,677$1,282,834▲ $179,157
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Andrew PersonExecutive DirectorFT$198,154$198,154

Board Members and Trustees

NameTitle
Max BaucusPresident
Melodee HanesVice President
Barb SkeltonDirector
Barrett KaiserDirector
Jim MccrayDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$886,042
Program Service Revenue
$0
Investment Income
$23,580
Other Revenue
$0
All Other Contributions
$886,042
Change in Net Assets
$101,748
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$357,047
Salaries, Compensation, and Employee Benefits$309,827
Total Fundraising Expense$95,229
Grants and Similar Amounts Paid$93,000
Professional Fundraising Fees$48,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$174,375$11,889$11,889$198,153
Travel$106,143$19,051$10,887$136,081
Fees for Services Other$77,325$13,878$8,555$99,758
Grants to Domestic Individuals$93,000--$93,000
Other Salaries and Wages$71,969$4,907$4,907$81,783
Occupancy$47,218$8,475$4,843$60,536
Fees for Services Professional Fundraising--$48,000$48,000
Payroll Taxes$21,052$1,435$1,435$23,922
Advertising$6,784$1,217$696$8,697
Insurance$4,666$837$479$5,982
Information Technology$3,984$715$409$5,108
Other Employee Benefits$2,783$190$190$3,163
Office Expenses$2,259$405$232$2,896
Pension Plan Contributions$2,470$168$168$2,806
Fees for Services Accounting$2,106$378$216$2,700
All Other Expenses$1,833$329$189$2,351
Other Expenses$828$149$85$1,062
Total Functional Expenses$645,036$67,609$95,229$807,874
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$48,000
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
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
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

“Board reviews from 990 before filed.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Max S Baucus Institute
EIN
86-3725571
Phone
4062436623
Address
224 E Main St, BOZEMAN, MT 59715

Signing Officer

Name
Andrew Person
Title
Executive Director
Signed
2025-03-10
Discuss with paid preparer
Yes

Organization Details

Formed
2021
Legal Domicile
Mt
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
3

Preparer

Firm
Rudd & Company PLLC
Address
3805 Valley Commons Dr Ste 7, Bozeman, MT 59718
Preparer
Holly Galen CPA
Phone
4065853393
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE BAUCUS LEADERS MONTANA PROGRAM PLACES UNDERGRADUATE ANDGRADUATE MONTANA STUDENTS WITH AN INTEREST IN PUBLIC SERVICE AT MONTANA-BASEDGOVERNMENT AND NONPROFIT ORGANIZATIONS. IN 2024, WE PLACED 15 BAUCUS LEADERSMONTANA.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1THE BAUCUS INSTITUTE'S SPEAKER SERIES BRINGS GLOBAL THOUGHT LEADERS IN THE AREAS OF INTERNAL RELATIONS, CLIMATE CHANGE, FOREIGN POLICY, AND POLITICS TO MONTANA FOR PUBLIC DISCUSSIONS ABOUT THESE ISSUES. THESE LECTURES ARE USUALLY FREE AND OPEN TO THE PUBLIC, AND THE COMBINED IN-PERSON AND VIRTUAL AUDIENCES ARE 1,000 PLUS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2THE BAUCUS INSTITUTE'S IRELAND COMPARATIVE LAW PROGRAM BRINGS LAW STUDENTS TO THE UNIVERSITY COUNTY CORK IN IRELAND TO STUDY COMPARATIVE INTERNATIONAL LAW. IN 2024, 13 STUDENTS TRAVELED TO IRELAND.
IRS990/ProgSrvcAccomActyOtherGrp/Desc3THE BAUCUS FELLOWS ARE INTERNS AT THE BIG BARN DIALOGUES INMONTANA, WITH A FOCUS ON US-CHINA RELATIONS. IN 2024, 4 BAUCUS FELLOWS PARTICIPATED.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt096755
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt132252
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt219351
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt312901
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt033500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt12000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0715280
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt036925
IRS990/PYInvestmentIncomeAmt010947
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0298281
IRS990/PYRevenuesLessExpensesAmt0297852
IRS990/PYSalariesCompEmpBnftPaidAmt045169
IRS990/PYTotalExpensesAmt0428375
IRS990/PYTotalProfFndrsngExpnsAmt048000
IRS990/PYTotalRevenueAmt0726227
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0101748
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0886042
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0715280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0842721
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt090000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02534043
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023580
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010947
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt095
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt034622
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt02175908
IRS990ScheduleA/SubstantialContributorsTotAmt0358135
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0886042
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0715280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0842721
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt090000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02534043
IRS990ScheduleA/TotalSupportAmt02568665
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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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
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt093000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STUDENT STIPENDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt024
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0198154
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANDREW PERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Dir.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0198154
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD REVIEWS FROM 990 BEFORE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE UNIVERSITY OF MONTANA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0816001713
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0115(1)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HIGH EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt032 CAMPUS DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MISSOULA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd059812
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false

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