Civic Intelligence

Treasure State Foundation

990 • Fiscal year 2023 • EIN 87-2256533

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

Organization ProfileTREASURESTATEFOUNDATION.ORG
400 N California StHelena, MT 59601

(406) 442-6633

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

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

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

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

Net Margin

86th percentile

37%

Higher net margin than 86% of similar nonprofits.

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

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.

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

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

10th percentile

-37%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,176,739

Up $147,670 (+14%) from 2022

Net Assets

Up

$1,176,285

Up $154,242 (+15%) from 2022

Liabilities

Down

$454

Down $6,572 (-94%) from 2022

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin86th percentile

Revenue

Down

$417,271

Down $250,130 (-37%) from 2022

Expenses

Up

$263,029

Up $248,713 (+1737%) from 2022

Net Income

Down

$154,242

Down $498,843 (-76%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2021: $416,136Liabilities 2021: $47,178Net Assets 2021: $368,9582021Assets 2022: $1,029,069Liabilities 2022: $7,026Net Assets 2022: $1,022,0432022Assets 2023: $1,176,739Liabilities 2023: $454Net Assets 2023: $1,176,2852023Assets 2024: $1,697,493Liabilities 2024: $9,547Net Assets 2024: $1,687,9462024

Highlighted filing

2023

Assets$1,176,739
Liabilities$454
Net Assets$1,176,285
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.5M$1.0M$500K$0Revenue 2021: $371,190Expenses 2021: $2,232Net Income 2021: $368,9582021Revenue 2022: $667,401Expenses 2022: $14,316Net Income 2022: $653,0852022Revenue 2023: $417,271Expenses 2023: $263,029Net Income 2023: $154,2422023Revenue 2024: $1,054,871Expenses 2024: $543,210Net Income 2024: $511,6612024

Highlighted filing

2023

Revenue$417,271
Expenses$263,029
Net Income$154,242
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$466,400
Mission and Program Overview

Mission

To further the charitable and educational initiatives for the first spouse for the benefit of the students and citizens of montana and to restore and maintain the montana governor's official state-owned residence outside of legislative appropriations.

Educational initiatives of the first spouse - imagination library of mt

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,009,069--
Savings and Temporary Cash Investments-$931,856-
Accounts Receivable$20,000$2,500▼ $17,500
Total Assets$1,029,069$1,176,739▲ $147,670
Other Assets Total$0$242,383▲ $242,383
Liabilities
Accounts Payable and Accrued Expenses$7,026$454▼ $6,572
Total Liabilities$7,026$454▼ $6,572
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,022,043$1,176,285▲ $154,242
Total Net Assets Fund Balance$1,022,043$1,176,285▲ $154,242
Total Liabilities and Net Assets / Fund Balance$1,029,069$1,176,739▲ $147,670

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$242,383--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Susan GianfortePresident
Betti HillSecretary
Lorna KuneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$417,227
Program Service Revenue
$0
Investment Income
$23,298
Other Revenue
$-23,254
Change in Net Assets
$154,242
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$263,029
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
Other Expenses$233,617--$233,617
Fees for Services Other$24,000--$24,000
Fees for Services Accounting-$3,300-$3,300
Office Expenses-$2,112-$2,112
Total Functional Expenses$257,617$5,412$0$263,029
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$49,129
Fundraising Gross Income$25,875
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Galas$443,102$25,875$23,772$2,103
Total Events$443,102$25,875$49,129$-23,254
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
Annual disclosure for covered persons
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
No
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

“All board members review the 990 and approve before filing.”

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

“The conflict of interest policy applies to all officers and directors and any other interested person. An interested person must disclose to the board of directors the existence of any potential conflict. The board will discuss the matter and determine if a conflict exists. If a conflict exists, the interested person will not be allowed to attend the discussion or vote on the proposed transaction.”

Form 990, Part VI, Section C, Line 19

“Copies of the exemption application, irs exemption acceptance letter and form 990 (with names and addresses of any contributors redacted) will be provided upon written request. Other documents are not available.”

Filing and Contact Details

Filer

Filer Name
Treasure State Foundation
EIN
87-2256533
Phone
4064426633
Address
400 N CALIFORNIA ST, HELENA, MT 59601

Signing Officer

Name
Susan Gianforte
Title
President
Phone
4064426633
Signed
2024-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Gianforte
Formed
2021
Legal Domicile
Mt
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
150

Preparer

Firm
Wipfli Llp
Address
105 E PINE ST UPPER FLOOR, MISSOULA, MT 59802
Preparer
Sam Brunson CPA
Phone
4067281800
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“Tsf became the state partner for montana for dolly parton imagination library book program.”

Raw XML Appendix317 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TSF BECAME THE STATE PARTNER FOR MONTANA FOR DOLLY PARTON IMAGINATION LIBRARY BOOK PROGRAM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS REVIEW THE 990 AND APPROVE BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY APPLIES TO ALL OFFICERS AND DIRECTORS AND ANY OTHER INTERESTED PERSON. AN INTERESTED PERSON MUST DISCLOSE TO THE BOARD OF DIRECTORS THE EXISTENCE OF ANY POTENTIAL CONFLICT. THE BOARD WILL DISCUSS THE MATTER AND DETERMINE IF A CONFLICT EXISTS. IF A CONFLICT EXISTS, THE INTERESTED PERSON WILL NOT BE ALLOWED TO ATTEND THE DISCUSSION OR VOTE ON THE PROPOSED TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES OF THE EXEMPTION APPLICATION, IRS EXEMPTION ACCEPTANCE LETTER AND FORM 990 (WITH NAMES AND ADDRESSES OF ANY CONTRIBUTORS REDACTED) WILL BE PROVIDED UPON WRITTEN REQUEST. OTHER DOCUMENTS ARE NOT AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN GIANFORTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04064426633
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TREASURE STATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TREA
ReturnHeader/Filer/EIN0872256533
ReturnHeader/Filer/PhoneNum04064426633
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 N CALIFORNIA ST
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 E PINE ST UPPER FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSOULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059802
ReturnHeader/PreparerPersonGrp/PhoneNum04067281800
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAM BRUNSON CPA
ReturnHeader/ReturnTs02024-11-12T12:29:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,176,739
Liabilities
$454
Net assets
$1,176,285
Revenue
$417,271
Expenses
$263,029
Net income
$154,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.70$0.01$1.69$1.05$0.54$0.51
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.42$0.26$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.01$1.02$0.67$0.01$0.65
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.05$0.37$0.37$0.00$0.37