2023-09-07T13:30:25-05:00 2022-12-31 822385704 Peterson CPA Group PC PO Box 5667 Missoula MT 59806 990 2022-01-01 810452293 Montana Shares Inc MONT 4064422218 PO Box 883 Helena MT 59601 William Crane Executive Director 4064422218 2023-09-07 1 William Crane 999009999 0 Dan Peterson P00910393 4069261800 2023-09-07 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z William Crane PO Box 883 Helena MT 59601 271772 0 X www.montanashares.org X 1988 MT A partnership of nonprofit groups devoted to improving the quality of life throughout Montana. 10 10 2 11 0 0 242809 242081 0 0 124 560 28875 28413 271808 271054 216518 190938 0 0 101264 106036 0 0 8938 32115 28104 349897 325078 -78089 -54024 317555 248619 110184 95272 207371 153347 A partnership of nonprofit groups devoted to improving the quality of life throughout Montana. 0 0 190938 190938 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. 61709 TRAINING AND TECHNICAL ASSISTANCE:Support for our members on a year-round basis. 54693 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. 307340 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X William Crane 4064422218 PO Box 883 Helena MT 59601 Kim McKearnan President 1.00 X X 0 0 0 Nikki Andersen Past President 1.00 X X 0 0 0 Bernie Franks-Ongoy Treasurer 1.00 X X 0 0 0 Michelle Rogers Secretary 1.00 X X 0 0 0 David Cooper Director 1.00 X 0 0 0 Bill Matthews Director 1.00 X 0 0 0 Shaun Tatarka Director 1.00 X 0 0 0 Kristin Tessman director 1.00 X 0 0 0 Kelsee Dalton Watts Director 1.00 X 0 0 0 Kelley Willett Director 1.00 X 0 0 0 William Crane Executive Director 40.00 X 71942 0 0 71942 0 0 0 0 0 0 0 21718 20400 199963 242081 560 560 28859 718 28141 28141 Fees 900099 272 272 272 271054 28973 0 0 190938 190938 62660 54326 4134 4200 26890 23314 1774 1802 9957 8633 657 667 6529 5660 431 438 11729 10169 774 786 317 275 21 21 2636 2285 174 177 2958 2565 195 198 50 50 1587 1376 105 106 Printing 5013 4346 331 336 Dues and Subscriptions 1049 910 69 70 Postage 683 592 45 46 Telephone 550 477 36 37 1532 1424 54 54 325078 307340 8800 8938 101044 116588 91785 80728 113152 51053 11324 0 1050 800 250 250 317555 248619 392 611 109792 94661 110184 95272 X 117746 153347 89625 0 207371 153347 317555 248619 -54024 0 X 0 1 X 1 0 X 332247 292336 327213 222509 242081 1416386 332247 292336 327213 222509 242081 1416386 1416386 61 71 113 124 560 929 1417315 0.99930 0.99970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1050 800 250 250 Payable to member organizations 80122 Payable to non-member organizations 4780 Campaign deposits 9759 94661 X 106125 718 718 105407 165647 165647 271054 160149 718 718 159431 165647 165647 325078 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. 28859 718 0 28859 718 718 28141 MT 1 0 1 0 1.00000 William Crane PO Box 883 Helena MT 59601 0 0 1 Lewis & Clark Humane Society 2112 E Custer Ave Helena MT 59602 816014910 501(c)(3) 29619 0 Cash General funding and designated Montana Food Bank Network 5625 Expressway Missoula MT 59808 810421243 501(c)(3) 12799 0 Cash General funding and designated Montana Shares Inc PO Box 883 Helena MT 59601 810452293 501(c)(3) 19441 0 Cash General Funding NAMI Montana PO Box 1021 Helena MT 59624 810441706 501(c)(3) 5281 0 Cash General Funding and designated Part I, Line 2: 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. 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.