2020-06-23T09:04:11-05:00 2019-12-31 822385704 PETERSON CPA GROUP PC PO BOX 5667 MISSOULA MT 59806 990 2019-01-01 810452293 MONTANA SHARES INC MONT 4064422218 910 E LYNDALE AVE SUITE E - BOX 88 HELENA MT 59601 NIKKI ANDERSEN PRESIDENT 4064422218 2020-06-23 1 DAN PETERSON P00910393 4069261800 2020-06-16 184.166.93.146 2020-06-23 09:04:08 MD P 97230FF7D2AB2C819EE6F2C0FA5EFA2C054BB5FA 97230FF7D2AB2C819EE6F2C0FA5EFA2C054BB5FA 2019 2020-11-06 18:47:13Z NIKKI ANDERSEN 910 E LYNDALE AVE SUITE E - BOX 883 HELENA MT 59601 322992 0 X WWW.MONTANASHARES.ORG X 1988 MT A PARTNERSHIP OF NONPROFIT GROUPS DEVOTED TO IMPROVING THE QUALITY OF LIFE THROUGHOUT MONTANA. 12 12 2 20 0 0 332304 295366 0 0 61 71 20972 26962 353337 322399 195726 180332 0 0 101186 99270 0 0 9111 32851 36239 329763 315841 23574 6558 211855 226650 119469 127706 92386 98944 TO WORK WITH AND ON BEHALF OF OUR MEMBER ORGANIZATIONS TO PROMOTE THE ORGANIZATIONS, PROVIDE TRAINING, TECHNICAL ASSISTANCE AND SUPPORT ON A YEAR-ROUND BASIS AND, THEREBY, HELP THEM EXPAND AND DIVERSIFY THEIR PROGRAMS THAT SERVE MONTANANS. 0 0 180332 180332 0 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 OUR WORK WITH OUR MEMBERS, OR TO ALL OF THE MEMBER GROUPS OR LEAVING IT UNDESIGNATED. 57482 0 0 TRAINING, TECHNICAL ASSISTANCE, SUPPORT FOR OUR MEMBERS ON A YEAR-ROUND BASIS 60388 0 0 CAMPAIGNS - TECHNICAL ASSISTANCE, TRAINING AND COORDINATION OF ACTIVITIES IN COMMUNITIES AND AT WORKPLACES, INCLUDING ELECTRONIC PLEDGING CAMPAIGNS, THAT IN TURN SUPPORT THE WORK OF MONTANA SHARES AND OUR MEMBER GROUPS SERVING MONTANANS. 298202 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 0 0 2 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X MONTANA SHARES INC 4064422218 910 E LYNDALE SUITE E HELENA MT 59601 MARY WRIGHT DIRECTOR 1.00 X 0 0 0 DEBBIE SPRANGET DIRECTOR 1.00 X 0 0 0 KATIE BIGGS DIRECTOR 1.00 X 0 0 0 DAVID COOPER DIRECTOR 1.00 X 0 0 0 BILL MATHEWS DIRECTOR 1.00 X 0 0 0 JERRY MCCARTHY DIRECTOR 1.00 X 0 0 0 ANN RUPERT DIRECTOR 1.00 X 0 0 0 KELLEY WILLETT DIRECTOR 1.00 X 0 0 0 STEPHANIE MCDOWELL PAST PRESIDENT 1.00 X 0 0 0 DAVE CHADWICK PRESIDENT 1.00 X X 0 0 0 DARBIE HESS SECRETARY 1.00 X X 0 0 0 KATHERINE MURFITT TREASURER 1.00 X X 0 0 0 WILLIAM CRANE EXECUTIVE DIRECTOR 40.00 X 64815 0 0 64815 0 0 0 0 0 0 0 21564 3000 270802 295366 71 71 27095 593 26502 26502 FEES 900099 460 460 460 322399 531 0 26502 180332 180332 55876 48433 3598 3845 26296 22794 1693 1809 9590 8312 618 660 7508 6508 483 517 11572 10031 745 796 678 587 44 47 556 482 36 38 2505 2172 161 172 6024 5222 388 414 1377 1377 1408 1220 91 97 PRINTING 6089 5278 392 419 CAMPAIGN FEES 1713 1713 0 0 TELEPHONE 1290 1118 83 89 DUES AND SUBSCRIPTIONS 1066 924 69 73 1961 1699 127 135 315841 298202 8528 9111 97442 14735 55810 116919 58603 94746 1050 800 0 250 211855 226650 60 586 119409 127120 119469 127706 X 68586 13532 23800 85412 92386 98944 211855 226650 6558 0 X 0 1 X 1 0 X 292199 299262 331028 332247 292336 1547072 292199 299262 331028 332247 292336 1547072 1547072 128 88 93 61 71 441 12693 35085 47778 1595291 0.96980 0.96310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1050 800 250 250 PAYABLE TO MEMBER ORGANIZATIONS 109907 COMPENSATED ABSENCES 3796 PAYABLE TO NON-MEMBER ORGANIZATIONS 11410 PAYROLL LIABILITIES 2007 127120 X 164804 593 593 164211 158188 158188 322399 158246 593 593 157653 158188 158188 315841 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 2019 OR 2018. 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 EVENTS EXPENSES NETTED AGAINST REVENUE 593. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED CAMPAIGN DISTRIBUTIONS 158,188. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED AGAINST REVENUE 593. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED CAMPAIGN DISTRIBUTIONS 158,188. 27095 593 0 27095 593 593 26502 MT 1 0 1 0 1.00000 MONTANA SHARES INC 910 E LYNDALE AVE SUITE E HELENA MT 59601 0 1 26502 1 ANIMEALS 1700 RANKIN ST MISSOULA MT 59808 204694132 501(C)(3) 5269 CASH GENERAL FUNDING AND DESIGNATED FUNDING BIG BROTHERS BIG SISTERS OF MONTANA 1434 N ROBERTS HELENA MT 59601 237138696 501(C)(3) 5459 CASH GENERAL FUNDING AND DESIGNATED FUNDING CAMP MAK-A-DREAM 2110 S JOHNSON STREET MISSOULA MT 59801 810472959 501(C)(3) 7020 CASH GENERAL FUNDING AND DESIGNATED FUNDING LEWIS AND CLARK HUMANE SOCIETY INC 2112 E CUSTER AVE HELENA MT 59602 816014910 501(C)(3) 28261 CASH GENERAL FUNDING AND DESIGNATED FUNDING MONTANA FOOD BANK NETWORK 5625 EXPRESSWAY MISSOULA MT 59808 810421243 501(C)(3) 15264 CASH GENERAL FUNDING AND DESIGNATED FUNDING MONTANA SHARES INC 825 HELENA AVE HELENA MT 59601 810452293 501(C)(3) 14900 CASH GENERAL FUNDING AND DESIGNATED FUNDING MONTANS SUPPORTING MILITARY PO BOX 4964 HELENA MT 59601 731698375 501(C)(3) 5037 CASH GENERAL FUNDING AND DESIGNATED FUNDING MONTANA SPAYNEUTER TASK FORCE PO BOX 294 BUTTE MT 59703 363957457 501(C)(3) 5032 CASH GENERAL FUNDING AND DESIGNATED FUNDING MONTANA WILDERNESS ASSOCIATION 30 S EWING HELENA MT 59601 510198932 501(C)(3) 7379 CASH GENERAL FUNDING AND DESIGNATED FUNDING NAMI MONTANA PO BOX 1021 HELENA MT 59624 810441706 501(C)(3) 6626 CASH GENERAL FUNDING AND DESIGNATED FUNDING PART I, LINE 2: MONTANA SHARES MEMBERS MUST SUBMIT INFORMATION THROUGH OUR ANNUAL MMEBER REVIEW PROCESS. THE REVIEW PROCESS ESTABLISHES INFORMATION 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. PRIOR TO DISTRIBUTING FUNDS TO NON-MEMBERS, MONTANA SHARES VERIFIES THEIR 501(C)(3) STATUS. 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 BODY FROM A SLATE OF CANDIDATES NOMINATED BY THE NOMINATING COMMITTEE, ALSO ELECTED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 AND 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 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 REVIEWED COMPENSATION FOR PAST YEAR AND PROPOSED FOR BUDGET FOR THE EXECUTIVE DIRECTOR. THIS AND OTHER POSITIONS WERE COMPARED WITH THE WAGE AND BENEFITS 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. IN ADDITION, THE FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE.