Civic Intelligence

Allegiance Foundation Inc.

EIN 93-2314943 • Missoula, MT

Pub. 78 EligibleNTEE T99
2806 South Garfield StreetMissoula, MT 59801
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$56,040

Up $9,746 (+21%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$56,040

Up $9,746 (+21%) from 2023

Operations

Revenue

Up

$93,445

Up $47,151 (+102%) from 2023

Expenses

Up

$83,699

Up $83,699 from 2023

Net Income

Down

$9,746

Down $36,548 (-79%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2023: $46,294Liabilities 2023: $0Net Assets 2023: $46,2942023Assets 2024: $56,040Liabilities 2024: $0Net Assets 2024: $56,0402024

Latest loaded filing

2024

Assets$56,040
Liabilities$0
Net Assets$56,040

Operations Trend

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

$100K$50K$0Revenue 2023: $46,294Expenses 2023: $0Net Income 2023: $46,2942023Revenue 2024: $93,445Expenses 2024: $83,699Net Income 2024: $9,7462024

Latest loaded filing

2024

Revenue$93,445
Expenses$83,699
Net Income$9,746

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 7, 2026
Return Version
2025v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN TAHTAPresident-$0--
AARON BAYVice President-$0--
BEAU LARSONCFO-$0--
AMBER GODBOUTSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-MEDICAL ASSISTANCE-NAPLES, FL, US$7,000
Paid Grant-MEDICAL ASSISTANCE-ST JOHN, IN, US$7,000
Paid Grant-MEDICAL ASSISTANCE-IMPERIAL, MO, US$7,000
Paid Grant-MEDICAL ASSISTANCE-ATLANTA, GA, US$7,000
Paid Grant-MEDICAL ASSISTANCE-BILLINGS, MT, US$7,000
Filing and Contact Details

Filer

Filer Name
The Allegiance Foundation Inc
EIN
93-2314943
Phone
4065233103
Address
2806 SOUTH GARFIELD STREET, MISSOULA, MT 59801

Signing Officer

Name
Stephen Tahta
Title
President
Phone
4065233103
Signed
2026-04-07
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Advisory LLC
Address
105 E PINE ST UPPER FLOOR, MISSOULA, MT 59802
Preparer
Sam Brunson CPA
Phone
4067281800
Raw XML Appendix385 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03810
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt052464
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0112092
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt059628
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt052464
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063438
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt059628
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0112092
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt052464
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0KEYLINK HOLDINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1GRAIL INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2THE PHIA GROUP LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt3SWORD HEALTH
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0W180 N11711 RIVER LN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11525 OBRIEN DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt240 PEQUOT WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt369 MADISON AVE SUITE 15501
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GERMANTOWN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MENLO PARK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2CANTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053022
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd194025
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd202021
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd310016
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt16000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt26000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt36000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CLIENT APPRECIATION EVENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt026265
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt052529
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0SWORD HEALTH
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt1KEYLINK HOLDINGS
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt2MULTIPLAN INC (CLARITEV)
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt3NAVITUS HEALTH SOLUTIONS
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt4PRISM HEALTH GROUP
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt5TMHCC
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt6ZELIS
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt7EXPRESS SCRIPTS
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt8RIGHTWAY HEALTHCARE INC
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt9WEX HEALTH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt013937 SPRAGUE LANE SUITE 100
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1W180 N11711 RIVER LN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt2115 5TH AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt3361 INTEGRITY DR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt415 N MORRIS ST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt513403 NORTHWEST FREEWAY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt6149 NEWBURY ST 5TH FLOOR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt71 EXPRESS WAY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt82 GANSEVOORT ST STE 701
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt91 HANCOCK ST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0DRAPER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1GERMANTOWN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm2NEW YORK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm3MADISON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm4PORTLAND
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm5HOUSTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm6BOSTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm7ST LOUIS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm8NEW YORK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm9PORTLAND
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0UT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd2NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd3WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd4OR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd5TX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd6MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd7MO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd8NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd9ME
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd084020
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd153022
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd210003
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd353717
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd497227
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd577040
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd602116
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd763121
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd810014
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd904101
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN TAHTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04065233103
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALLEGIANCE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ALLE
ReturnHeader/Filer/EIN0932314943
ReturnHeader/Filer/PhoneNum04065233103
ReturnHeader/Filer/USAddress/AddressLine1Txt02806 SOUTH GARFIELD STREET
ReturnHeader/Filer/USAddress/CityNm0MISSOULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059801
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0393647910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI ADVISORY LLC
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/PreparationDt02026-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAM BRUNSON CPA
ReturnHeader/ReturnTs02026-04-10T11:43:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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