MONTANA SHARES INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: MONTANA SHARES INC (EIN 81-0452293)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-09-07
IRS object ID: 202312509349301306
Schema version: 2022v5.0
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 B
Schedule D
Schedule G
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-09-07T13:30:25-05:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	822385704	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Peterson CPA Group PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 5667	AddressLine1Txt
City	Missoula	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59806	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-01-01	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
Phone	4064422218	PhoneNum
Signature	2023-09-07	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	William	PersonFirstNm
Person Last	Crane	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Dan Peterson	PreparerPersonNm
PTIN	P00910393	PTIN
Phone	4069261800	PhoneNum
Preparation	2023-09-07	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	0	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	William Crane	PrincipalOfficerNm

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	$271,772	GrossReceiptsAmt
Group Return For Affiliates	0	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	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	2	TotalEmployeeCnt
Total Volunteers	11	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$242,809	PYContributionsGrantsAmt
CY Contributions Grants	$242,081	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$124	PYInvestmentIncomeAmt
CY Investment Income	$560	CYInvestmentIncomeAmt
PY Other Revenue	$28,875	PYOtherRevenueAmt
CY Other Revenue	$28,413	CYOtherRevenueAmt
PY Total Revenue	$271,808	PYTotalRevenueAmt
CY Total Revenue	$271,054	CYTotalRevenueAmt
PY Grants And Similar Paid	$216,518	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$190,938	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$101,264	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$106,036	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$8,938	CYTotalFundraisingExpenseAmt
PY Other Expenses	$32,115	PYOtherExpensesAmt
CY Other Expenses	$28,104	CYOtherExpensesAmt
PY Total Expenses	$349,897	PYTotalExpensesAmt
CY Total Expenses	$325,078	CYTotalExpensesAmt
PY Revenues Less Expenses	-$78,089	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$54,024	CYRevenuesLessExpensesAmt
Total Assets BOY	$317,555	TotalAssetsBOYAmt
Total Assets EOY	$248,619	TotalAssetsEOYAmt
Total Liabilities BOY	$110,184	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$95,272	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$207,371	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$153,347	NetAssetsOrFundBalancesEOYAmt
Mission	A partnership of nonprofit groups devoted to improving the quality of life throughout Montana.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$190,938	ExpenseAmt
Grant	$190,938	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 to all of the member groups, or leaving it undesignated.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$61,709	ExpenseAmt
Desc	TRAINING AND TECHNICAL ASSISTANCE:Support for our members on a year-round basis.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$54,693	ExpenseAmt
Desc	CAMPAIGNS: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

Field	Value	IRS element (for citing)
Total Program Service Expenses	$307,340	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	Yes (1)	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	1	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	William Crane	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
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 (11 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
Kim McKearnan
President	1.00	Yes (X)	Yes (X)	$0	$0	$0
Nikki Andersen
Past President	1.00	Yes (X)	Yes (X)	$0	$0	$0
Bernie Franks-Ongoy
Treasurer	1.00	Yes (X)	Yes (X)	$0	$0	$0
Michelle Rogers
Secretary	1.00	Yes (X)	Yes (X)	$0	$0	$0
David Cooper
Director	1.00	Yes (X)		$0	$0	$0
Bill Matthews
Director	1.00	Yes (X)		$0	$0	$0
Shaun Tatarka
Director	1.00	Yes (X)		$0	$0	$0
Kristin Tessman
director	1.00	Yes (X)		$0	$0	$0
Kelsee Dalton Watts
Director	1.00	Yes (X)		$0	$0	$0
Kelley Willett
Director	1.00	Yes (X)		$0	$0	$0
William Crane
Executive Director	40.00		Yes (X)	$71,942	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$71,942	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Membership Dues	$21,718	MembershipDuesAmt
Government Grants	$20,400	GovernmentGrantsAmt
All Other Contributions	$199,963	AllOtherContributionsAmt
Total Contributions	$242,081	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$560	TotalRevenueColumnAmt
Related Or Exempt Func Income	$560	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$28,859	GamingGrossIncomeAmt
Gaming Direct Expenses	$718	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$28,141	TotalRevenueColumnAmt
Related Or Exempt Func Income	$28,141	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Fees	Desc
Business	900099	BusinessCd
Total Revenue Column	$272	TotalRevenueColumnAmt
Related Or Exempt Func Income	$272	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$272	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$271,054	TotalRevenueColumnAmt
Related Or Exempt Func Income	$28,973	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$190,938	TotalAmt
Program Services	$190,938	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$62,660	TotalAmt
Program Services	$54,326	ProgramServicesAmt
Management And General	$4,134	ManagementAndGeneralAmt
Fundraising	$4,200	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$26,890	TotalAmt
Program Services	$23,314	ProgramServicesAmt
Management And General	$1,774	ManagementAndGeneralAmt
Fundraising	$1,802	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$9,957	TotalAmt
Program Services	$8,633	ProgramServicesAmt
Management And General	$657	ManagementAndGeneralAmt
Fundraising	$667	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$6,529	TotalAmt
Program Services	$5,660	ProgramServicesAmt
Management And General	$431	ManagementAndGeneralAmt
Fundraising	$438	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$11,729	TotalAmt
Program Services	$10,169	ProgramServicesAmt
Management And General	$774	ManagementAndGeneralAmt
Fundraising	$786	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$317	TotalAmt
Program Services	$275	ProgramServicesAmt
Management And General	$21	ManagementAndGeneralAmt
Fundraising	$21	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,636	TotalAmt
Program Services	$2,285	ProgramServicesAmt
Management And General	$174	ManagementAndGeneralAmt
Fundraising	$177	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,958	TotalAmt
Program Services	$2,565	ProgramServicesAmt
Management And General	$195	ManagementAndGeneralAmt
Fundraising	$198	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$50	TotalAmt
Program Services	$50	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,587	TotalAmt
Program Services	$1,376	ProgramServicesAmt
Management And General	$105	ManagementAndGeneralAmt
Fundraising	$106	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Printing	$5,013	$4,346	$331	$336
Dues and Subscriptions	$1,049	$910	$69	$70
Postage	$683	$592	$45	$46
Telephone	$550	$477	$36	$37

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,532	TotalAmt
Program Services	$1,424	ProgramServicesAmt
Management And General	$54	ManagementAndGeneralAmt
Fundraising	$54	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$325,078	TotalAmt
Program Services	$307,340	ProgramServicesAmt
Management And General	$8,800	ManagementAndGeneralAmt
Fundraising	$8,938	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$101,044	BOYAmt
EOY	$116,588	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$91,785	BOYAmt
EOY	$80,728	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$113,152	BOYAmt
EOY	$51,053	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$11,324	BOYAmt
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

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$317,555	BOYAmt
EOY	$248,619	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$392	BOYAmt
EOY	$611	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$109,792	BOYAmt
EOY	$94,661	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$110,184	BOYAmt
EOY	$95,272	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	$117,746	BOYAmt
EOY	$153,347	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$89,625	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$207,371	BOYAmt
EOY	$153,347	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$317,555	BOYAmt
EOY	$248,619	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$54,024	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	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 (1)	AuditCommitteeInd
Federal Grant Audit Required	0	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	$332,247	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$292,336	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$327,213	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$222,509	CurrentTaxYearMinus1YearAmt
Current Tax Year	$242,081	CurrentTaxYearAmt
Total	$1,416,386	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$332,247	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$292,336	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$327,213	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$222,509	CurrentTaxYearMinus1YearAmt
Current Tax Year	$242,081	CurrentTaxYearAmt
Total	$1,416,386	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$1,416,386	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$61	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$71	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$113	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$124	CurrentTaxYearMinus1YearAmt
Current Tax Year	$560	CurrentTaxYearAmt
Total	$929	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,417,315	TotalSupportAmt
Public Support CY170	0.99930	PublicSupportCY170Pct
Public Support PY170	0.99970	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

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
Payable to member organizations	$80,122
Payable to non-member organizations	$4,780
Campaign deposits	$9,759

Field	Value	IRS element (for citing)
Total Liability	$94,661	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$106,125	TotalRevEtcAuditedFinclStmtAmt
Other Revenue	$718	OtherRevenueAmt
Revenue Not Reported	$718	RevenueNotReportedAmt
Revenue Subtotal	$105,407	RevenueSubtotalAmt
Other Revenues Not Included	$165,647	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$165,647	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$271,054	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$160,149	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$718	OtherExpensesIncludedAmt
Expenses Not Reported	$718	ExpensesNotReportedAmt
Expenses Subtotal	$159,431	ExpensesSubtotalAmt
Other Expenses Not Included	$165,647	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$165,647	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$325,078	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part X, Line 2:	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 Adjustments:	Special event expenses netted against revenue 718.
Part XI, Line 4b - Other Adjustments:	Designated campaign distributions 136,082. Program support fees 29,565.
Part XII, Line 2d - Other Adjustments:	Special event expenses netted against revenue 718.
Part XII, Line 4b - Other Adjustments:	Designated campaign distributions 136,082. Program support fees 29,565.

Schedule G IRS990ScheduleG

Gaming Information GamingInformationGrp

Field	Value	IRS element (for citing)
Gross Revenue Other Gaming	$28,859	GrossRevenueOtherGamingAmt
Oth Direct Expnss Other Gaming	$718	OthDirectExpnssOtherGamingAmt
Volunteer Labor Other Gaming	0	VolunteerLaborOtherGamingInd
Gross Revenue Total Gaming	$28,859	GrossRevenueTotalGamingAmt
Oth Direct Expnss Total Gaming	$718	OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming	$718	DirectExpenseSummaryGamingAmt
Net Gaming Income Summary	$28,141	NetGamingIncomeSummaryAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	MT	StatesWhereGamingConductedCd
Licensed	Yes (1)	LicensedInd
License Suspended Etc	0	LicenseSuspendedEtcInd
Gaming With Nonmembers	Yes (1)	GamingWithNonmembersInd
Member Of Other Entity	0	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	0	CntrctWith3rdPrtyForGameRevInd
Charitable Distribution Rqr	0	CharitableDistributionRqrInd

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Purpose Of GrantPurposeOfGrantTxt
Lewis & Clark Humane Society
2112 E Custer Ave	Helena	MT	59602	816014910	501(c)(3)	$29,619	$0	Cash	General funding and designated
Montana Food Bank Network
5625 Expressway	Missoula	MT	59808	810421243	501(c)(3)	$12,799	$0	Cash	General funding and designated
Montana Shares Inc
PO Box 883	Helena	MT	59601	810452293	501(c)(3)	$19,441	$0	Cash	General Funding
NAMI Montana
PO Box 1021	Helena	MT	59624	810441706	501(c)(3)	$5,281	$0	Cash	General Funding and designated

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 2:	FormAndLineReferenceDesc
Explanation	Montana Shares members must submit information through our annual member review process. The review process establishes infomration that proves their legal status, financial situation, and program focus. Members must submit this information and be in compliance with Montana Shares criteria prior to funds being disbursed. Montana Shares verifies their 501(c)(3) status prior to distributing funds to non-members.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 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 A, line 7a	The members and at-large members elect the governing board from a slate of candidates nominated by the nominating committee, also elected by the 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. The council votes on approval.
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 18	The 990 is available for review on our website and upon request.
Form 990, Part VI, Section C, line 19	All governing documents are available upon request. Additionally, the financial statements and Form 990 are available on our website.