MONTANA SHARES INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MONTANA SHARES INC (EIN 81-0452293)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-08-12
IRS object ID: 202402269349300300
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule D
Schedule G
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-08-12T21:08:48-07:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	461211349	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Linked Accounting LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	612 N Kays Dr Ste 150	AddressLine1Txt
City	Kaysville	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	84037	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	810452293	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MONTANA SHARES INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MONT	BusinessNameControlTxt
Phone	4064422218	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 883	AddressLine1Txt
City	HELENA	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59601	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM CRANE	PersonNm
Person Title	Executive Director	PersonTitleTxt
Signature	2024-08-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BRIAN E VAN CAMP CPA MTAX	PreparerPersonNm
PTIN	P00650012	PTIN
Phone	3852622310	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-08-08 14:25:15Z	BuildTS

Form 990 IRS990

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 883	AddressLine1Txt
City	HELENA	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59601	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$281,192	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.montanashares.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1988	FormationYr
Legal Domicile State	MT	LegalDomicileStateCd
Activity Or Mission	A partnership of nonprofit groups devoted to improving the quality of life throughout Montana.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	2	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$242,081	PYContributionsGrantsAmt
CY Contributions Grants	$248,908	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$560	PYInvestmentIncomeAmt
CY Investment Income	$5,216	CYInvestmentIncomeAmt
PY Other Revenue	$28,413	PYOtherRevenueAmt
CY Other Revenue	$26,183	CYOtherRevenueAmt
PY Total Revenue	$271,054	PYTotalRevenueAmt
CY Total Revenue	$280,307	CYTotalRevenueAmt
PY Grants And Similar Paid	$190,938	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$159,475	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$106,036	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$113,119	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$9,004	CYTotalFundraisingExpenseAmt
PY Other Expenses	$28,104	PYOtherExpensesAmt
CY Other Expenses	$30,812	CYOtherExpensesAmt
PY Total Expenses	$325,078	PYTotalExpensesAmt
CY Total Expenses	$303,406	CYTotalExpensesAmt
PY Revenues Less Expenses	-$54,024	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$23,099	CYRevenuesLessExpensesAmt
Total Assets BOY	$248,619	TotalAssetsBOYAmt
Total Assets EOY	$215,812	TotalAssetsEOYAmt
Total Liabilities BOY	$95,272	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$85,563	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$153,347	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$130,249	NetAssetsOrFundBalancesEOYAmt
Mission	A partnership of nonprofit groups devoted to improving the quality of life throughout Montana.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$159,475	ExpenseAmt
Grant	$159,475	GrantAmt
Desc	GRANTS TO NONPROFITS: Montana Shares conducts an annual payroll contribution campaign to support the member organizations of our federation. Employees at the work sites have the option of designating their contributions to any of the member groups, to Montana Shares for work with our members, or all of the member groups, or leaving it undesignated.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$65,365	ExpenseAmt
Desc	TRAINING and TECHNICAL ASSISTANCE:Provide technical assistance, training and coordination of activities in communities and at work places, including electronic pledging campaigns, that in turn support the work of Montana Shares and our member groups serving Montanans.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$59,533	ExpenseAmt
Desc	CAMPAIGNS:Support for our members on a year-round basis.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$284,373	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	Yes (true)	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	1	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	2	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Form8282 Filed	0	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	WILLIAM CRANE	PersonNm
Phone	4064422218	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 883	AddressLine1Txt
City	HELENA	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59601	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
William Crane
Executive Dir.	40.00	0.00	Yes (X)	$63,225	$0	$0
Nikki Andersen
Past President	1.00	0.00		$0	$0	$0	Yes (X)
Becky Franks
Director	1.00	0.00		$0	$0	$0	Yes (X)
Bill Matthews
Director	1.00	0.00		$0	$0	$0	Yes (X)
Dr Roch Turner
President	1.00	0.00	Yes (X)	$0	$0	$0
Michelle Rogers
Secretary	1.00	0.00	Yes (X)	$0	$0	$0
David Cooper
Treasurer	1.00	0.00	Yes (X)	$0	$0	$0
Kelley Willett
Vice President	1.00	0.00	Yes (X)	$0	$0	$0
Callie Houck
Director	1.00	0.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$63,225	TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Membership Dues	$19,750	MembershipDuesAmt
Government Grants	$17,400	GovernmentGrantsAmt
All Other Contributions	$211,758	AllOtherContributionsAmt
Total Contributions	$248,908	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,216	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,216	RelatedOrExemptFuncIncomeAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$26,880	GamingGrossIncomeAmt
Gaming Direct Expenses	$885	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$25,995	TotalRevenueColumnAmt
Related Or Exempt Func Income	$25,995	RelatedOrExemptFuncIncomeAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Fees	Desc
Total Revenue Column	$188	TotalRevenueColumnAmt
Related Or Exempt Func Income	$188	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$188	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$280,307	TotalRevenueColumnAmt
Related Or Exempt Func Income	$31,399	RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$159,475	TotalAmt
Program Services	$159,475	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$63,255	TotalAmt
Program Services	$54,819	ProgramServicesAmt
Management And General	$4,445	ManagementAndGeneralAmt
Fundraising	$3,991	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$32,056	TotalAmt
Program Services	$27,781	ProgramServicesAmt
Management And General	$2,253	ManagementAndGeneralAmt
Fundraising	$2,022	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$9,214	TotalAmt
Program Services	$7,985	ProgramServicesAmt
Management And General	$647	ManagementAndGeneralAmt
Fundraising	$582	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$8,594	TotalAmt
Program Services	$7,448	ProgramServicesAmt
Management And General	$604	ManagementAndGeneralAmt
Fundraising	$542	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$12,286	TotalAmt
Program Services	$10,647	ProgramServicesAmt
Management And General	$863	ManagementAndGeneralAmt
Fundraising	$776	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$79	TotalAmt
Program Services	$68	ProgramServicesAmt
Management And General	$6	ManagementAndGeneralAmt
Fundraising	$5	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,561	TotalAmt
Program Services	$2,219	ProgramServicesAmt
Management And General	$180	ManagementAndGeneralAmt
Fundraising	$162	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,984	TotalAmt
Program Services	$3,453	ProgramServicesAmt
Management And General	$280	ManagementAndGeneralAmt
Fundraising	$251	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$225	TotalAmt
Program Services	$225	ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,723	TotalAmt
Program Services	$1,493	ProgramServicesAmt
Management And General	$121	ManagementAndGeneralAmt
Fundraising	$109	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Printing and Publications	$4,894	$4,241	$344	$309
Miscellaneous	$1,917	$1,661	$135	$121
Dues and Subscriptions	$1,134	$983	$80	$71
Campaign Fees	$1,004	$1,004

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,005	TotalAmt
Program Services	$871	ProgramServicesAmt
Management And General	$71	ManagementAndGeneralAmt
Fundraising	$63	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$303,406	TotalAmt
Program Services	$284,373	ProgramServicesAmt
Management And General	$10,029	ManagementAndGeneralAmt
Fundraising	$9,004	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$116,588	BOYAmt
EOY	$105,774	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$80,728	BOYAmt
EOY	$69,083	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$51,053	BOYAmt
EOY	$40,705	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,050	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$800	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$250	BOYAmt
EOY	$250	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$248,619	BOYAmt
EOY	$215,812	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$611	BOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$94,661	BOYAmt
EOY	$85,563	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$95,272	BOYAmt
EOY	$85,563	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$153,347	BOYAmt
EOY	$130,249	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$153,347	BOYAmt
EOY	$130,249	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$248,619	BOYAmt
EOY	$215,812	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$23,099	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$1	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$292,336	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$327,213	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$222,509	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$242,081	CurrentTaxYearMinus1YearAmt
Current Tax Year	$248,908	CurrentTaxYearAmt
Total	$1,333,047	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$292,336	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$327,213	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$222,509	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$242,081	CurrentTaxYearMinus1YearAmt
Current Tax Year	$248,908	CurrentTaxYearAmt
Total	$1,333,047	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$1,333,047	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$71	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$113	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$124	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$560	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,216	CurrentTaxYearAmt
Total	$6,084	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,339,131	TotalSupportAmt
Public Support CY170	0.99550	PublicSupportCY170Pct
Public Support PY170	0.99930	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,050	OtherCostOrOtherBasisAmt
Depreciation	$800	DepreciationAmt
Book Value	$250	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$250	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
Campaign deposits	$26,667
Payable to member organizations	$58,851
Payable to non-member organizations	$45

Field	Value	IRS element (for citing)
Total Liability	$85,563	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$138,520	TotalRevEtcAuditedFinclStmtAmt
Other Revenue	$885	OtherRevenueAmt
Revenue Not Reported	$885	RevenueNotReportedAmt
Revenue Subtotal	$137,635	RevenueSubtotalAmt
Other Revenues Not Included	$142,672	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$142,672	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$280,307	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$161,618	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$885	OtherExpensesIncludedAmt
Expenses Not Reported	$885	ExpensesNotReportedAmt
Expenses Subtotal	$160,733	ExpensesSubtotalAmt
Other Expenses Not Included	$142,673	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$142,673	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$303,406	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part X : FIN48 Footnote	Montana Shares, Inc. is exempt from federal income taxes under Section 501(c)(3)of the Internal Revenue Code. Management believes there was no unrelated business income in 2022. Accordingly, no provision for income tax is included in the financial statements. Montana Shares, Inc. qualifies for the charitable contribution deduction allowed under Section 170(B)(1)(A) and has been classified as an organization that is not a private foundation under Section 509(A)(2).
Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990	Special event exp. netted against rev. $885
Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S	Designated campaign distributions $116353 Program support fees $26320 Rounding $-1
Part XII, Line 2d: Other expenses and losses per audited F/S	Special event exp. netted against rev. $885
Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S	Designated campaign distributions $116353 Program support fees $26320

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Agrmt Prof Fundraising Acty	false	AgrmtProfFundraisingActyInd

Gaming Information GamingInformationGrp

Field	Value	IRS element (for citing)
Volunteer Labor Bingo	false	VolunteerLaborBingoInd
Volunteer Labor Pull Tabs	false	VolunteerLaborPullTabsInd
Gross Revenue Other Gaming	$26,880	GrossRevenueOtherGamingAmt
Oth Direct Expnss Other Gaming	$885	OthDirectExpnssOtherGamingAmt
Volunteer Labor Other Gaming	false	VolunteerLaborOtherGamingInd
Gross Revenue Total Gaming	$26,880	GrossRevenueTotalGamingAmt
Oth Direct Expnss Total Gaming	$885	OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming	$885	DirectExpenseSummaryGamingAmt
Net Gaming Income Summary	$25,995	NetGamingIncomeSummaryAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	MT	StatesWhereGamingConductedCd
Licensed	Yes (true)	LicensedInd
License Suspended Etc	false	LicenseSuspendedEtcInd
Gaming With Nonmembers	Yes (true)	GamingWithNonmembersInd
Member Of Other Entity	false	MemberOfOtherEntityInd
Gaming Other Facility	1.00000	GamingOtherFacilityPct
Individual With Books	William Crane	IndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 883	AddressLine1Txt
City	Helena	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59601	ZIPCd

Field	Value	IRS element (for citing)
Cntrct With3rd Prty For Game Rev	false	CntrctWith3rdPrtyForGameRevInd
Charitable Distribution Rqr	false	CharitableDistributionRqrInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, Line 6	The organization consists of members that are elected by the current members and at-large members elected by the current members.
Form 990, Part VI, Section B, Line 11b	The Form 990 and the annual audited financial statements are electronically submitted to all council members and members of the finance/audit committee for review and comment prior to filing.
Form 990, Part VI, Section B, Line 12c	The conflict of interest policy and disclosure statements are provided to all staff upon hiring and to all council members annually in the fall. The signed statements are reviewed by the Executive Committee for any conflicts. Any individual who has a conflict during the course of the year must disclose the conflict or potential conflict and recuse him/herself from voting on the matter at issue.
Form 990, Part VI, Section B, Line 15a	In accordance with policy, the Executive Committee reviews compensation for the past year and proposed compensation in the budget for the Executive Director. This and other positions were compared with wage and benefits salary survey of the Montana Nonprofit Association for adequacy and comparability before wages and benefits were finalized. This occurs at least annually.
Form 990, Part VI, Section C, Line 19	All governing documents are available upon request. Additionally, thefinancial statements and Form 990 are available on our website.
Form 990, Part XI, Line 9	ROUNDING = $1