2018-07-09T18:04:43-05:00 2017-12-31 390758449 WIPFLI LLP PO BOX 1699 HELENA MT 59624 990 2017-01-01 810452293 MONTANA SHARES INC MONT 4064422218 PO BOX 883 HELENA MT 59624 STEPHANIE MCDOWELL PRESIDENT 4064422218 2018-07-09 1 MEGHAN BRONEC CPA P00399092 4064425520 2018-07-09 2017 2022-09-23 18:48:47Z STEPHANIE MCDOWELL PO BOX 883 HELENA MT 59624 357464 0 X WWW.MONTANASHARES.ORG X 1988 MT A PARTNERSHIP OF NONPROFIT GROUPS DEVOTED TO IMPROVING THE QUALITY OF LIFE THROUGHOUT MONTANA. 11 11 3 20 0 0 347718 333664 0 0 88 93 34171 18909 381977 352666 234752 216203 0 0 100550 100539 0 0 11566 32025 35196 367327 351938 14650 728 180878 183608 120396 114796 60482 68812 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 216203 216203 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 BY LEAVING IT UNDESIGNATED. 56246 TRAINING, TECHNICAL ASSISTANCE, SUPPORT FOR OUR MEMBERS ON A YEAR-ROUND BASIS 62224 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. 334673 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 3 1 0 0 0 0 0 0 0 0 0 0 X 11 11 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 STEPHANIE MCDOWELL PRESIDENT 1.00 X X 0 0 0 DAVE CHADWICK VICE PRESIDENT 1.00 X X 0 0 0 KATHERINE DALTON TREASURER 1.00 X X 0 0 0 DARBIE HESS SECRETARY 1.00 X X 0 0 0 DAVE COOPER DIRECTOR 1.00 X 0 0 0 MARY WRIGHT DIRECTOR 1.00 X 0 0 0 KATIE BIGGS 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 DEBBIE SPRANGET DIRECTOR 1.00 X 0 0 0 KELLEY WILLETT DIRECTOR 1.00 X 0 0 0 WILLIAM CRANE EXECUTIVE DIRECTOR 40.00 X 60514 0 6900 60514 0 6900 0 0 0 0 0 21099 3000 309565 4100 333664 93 93 23297 4798 18499 18499 FEES 900099 410 410 410 352666 410 0 18592 216203 216203 53243 46471 2236 4536 31239 27265 1312 2662 8200 7157 344 699 7857 6858 330 669 7520 6563 316 641 194 169 8 17 800 698 34 68 2451 2139 103 209 6024 5258 253 513 1819 1588 76 155 1383 1207 58 118 PRINTING 6072 5300 255 517 CAMPAIGN FEES 2719 2373 114 232 MISCELLANEOUS 2530 2208 106 216 TELEPHONE 1365 1192 57 116 2319 2024 97 198 351938 334673 5699 11566 40604 87721 93655 55748 46619 40139 800 800 0 0 180878 183608 120396 114796 120396 114796 X 44341 45069 16141 23743 60482 68812 180878 183608 X 728 7602 X 0 1 X 1 0 X 104116 108489 88915 90891 330971 723382 104116 108489 88915 90891 330971 723382 723382 201 168 128 88 93 678 10121 11855 12693 29209 63878 787938 142631 0.91810 0.86900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 800 800 0 0 PAYABLE TO MEMBER ORGANIZATIONS 94379 COMPENSATED ABSENCES 3227 PAYABLE TO NON-MEMBER ORGS 13321 PAYROLL LIABILITIES 3869 114796 X 168143 9707 9707 158436 194230 194230 352666 159813 2105 2105 157708 194230 194230 351938 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A RESULT, NO PROVISION FOR INCOME TAX IS INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION ALSO 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). AS A MATTER OF LAW, THE ORGANIZATION IS SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES FOR THE 2014 THROUGH 2016 TAX YEARS. ALTHOUGH MANAGEMENT BELIEVES THAT THE AMOUNTS REFLECTED IN THEIR TAX RETURNS SUBSTANTIALLY COMPLIES WITH THE APPLICABLE FEDERAL AND STATE TAX REGULATIONS, BOTH THE IRS AND THE VARIOUS STATE TAXING AUTHORITIES CAN TAKE POSITIONS CONTRARY TO THEIR POSITION BASED ON IRS INTERPRETATION OF THE LAW. A TAX POSITION THAT IS CHALLENGED BY A TAXING AUTHORITY COULD RESULT IN AN ADJUSTMENT, WHICH WOULD BE RECORDED IN THE YEAR ASSESSED ON THE STATEMENT OF ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED WITH REVENUE 2,105. CHANGES IN TEMPORARY RESTRICTED NET ASSETS 7,602. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED CAMPAIGN DISTRIBUTIONS 194,230. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED WITH REVENUE 2,105. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED CAMPAIGN DISTRIBUTIONS 194,230. 23297 4100 698 0 23297 4100 698 4798 18499 MT 1 0 1 0 0.00000 1.00000 MONTANA SHARES PO BOX 883 HELENA MT 59624 0 1 18499 1 ANIMEALS 1700 RANKIN ST MISSOULA MT 59808 204694132 501(C) (3) 6541 GENERAL FUNDING & DESIGNATED FUNDING BIG BROTHERS BIG SISTERS OF MONTANA 1520 S RUSSELL MISSOULA MT 59801 841414110 501(C) (3) 5349 GENERAL FUNDING & DESIGNATED FUNDING CAMP MAK-A-DREAM 2110 S JOHNSON STREET MISSOULA MT 59801 810472959 501(C) (3) 11980 GENERAL FUNDING & DESIGNATED FUNDING GREAT FALLS COMMUNITY FOOD BANK INC 1620 12TH AVE NORTH GREAT FALLS MT 59401 363540471 501(C) (3) 7944 GENERAL FUNDING & DESIGNATED FUNDING HEART OF THE VALLEY INC 1549 EAST CAMERON BRIDGE ROAD BOZEMAN MT 59718 237375919 501(C) (3) 6245 GENERAL FUNDING & DESIGNATED FUNDING LEWIS & CLARK HUMANE SOCIETY 2112 E CUSTER AVE HELENA MT 59602 816014910 501(C) (3) 45295 GENERAL FUNDING & DESIGNATED FUNDING MONTANA FOOD BANK NETWORK INC 5625 EXPRESSWAY MISSOULA MT 59808 810421243 501(C) (3) 28533 GENERAL FUNDING & DESIGNATED FUNDING MONTANA SHARES 825 HELENA AVE HELENA MT 59601 810452293 501(C) (3) 14829 GENERAL FUNDING & DESIGNATED FUNDING MONTANA SPAYNEUTER TASK FORCE PO BOX 294 BUTTE MT 59703 363957457 501(C) (3) 5081 GENERAL FUNDING & DESIGNATED FUNDING MONTANA SUPPORTING SOLDIERS PO BOX 4964 HELENA MT 59604 731698375 501(C) (3) 6541 GENERAL FUNDING & DESIGNATED FUNDING MONTANA WILDERNESS ASSOCIATION 30 S EWING HELENA MT 59601 510198932 501(C) (3) 7394 GENERAL FUNDING & DESIGNATED FUNDING MONTANA WILDLIFE FEDERATION 5530 N MONTANA AVE HELENA MT 59602 810303948 501(C) (3) 5602 GENERAL FUNDING & DESIGNATED FUNDING 13 13 PART I, LINE 2: MONTANA SHARES MEMBERS MUST SUBMIT INFORMATION THROUGH OUR ANNUAL MEMBER 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 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 VERIFIES APPROVAL AT A SEPARATE MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY AND DISCLSOURE 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. FORM 990, PART XI, LINE 9: UNALLOCATED CONTRIBUTIONS 7,602.