MONTANA COMMUNITY FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA COMMUNITY FOUNDATION INC (EIN 81-0450150)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201831359349304693
- Schema version
- 2016v3.0
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T11:38:50-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW Broadway Suite 1200 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810450150 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Montana Community Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 4064438313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 S Last Chance Gulch No 2A | AddressLine1Txt |
| City | Helena | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Rutherford | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 4064438313 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wendy Campos | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mary Rutherford | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 S Last Chance Gulch No 2A | AddressLine1Txt |
| City | Helena | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $183,771,801 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mtcf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | TO CULTIVATE A CULTURE OF GIVING SO MONTANA COMMUNITIES CAN FLOURISH, SERVING AS A CENTER FOR PHILANTHROPY IN MONTANA AND PRUDENTLY MANAGING ENDOWMENTS WHICH EMPOWER COMMUNITIES AND MAKE MONTANA A GREAT PLACE TO LIVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | -$73,256 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$73,256 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,021,206 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,940,820 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,032,078 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,037,055 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,057,129 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,605,002 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,359 | PYOtherRevenueAmt |
| CY Other Revenue | -$67,035 | CYOtherRevenueAmt |
| PY Total Revenue | $7,116,772 | PYTotalRevenueAmt |
| CY Total Revenue | $14,515,842 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,131,888 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,743,316 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,021,649 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,189,734 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $491,453 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,987,714 | PYOtherExpensesAmt |
| CY Other Expenses | $2,016,756 | CYOtherExpensesAmt |
| PY Total Expenses | $7,141,251 | PYTotalExpensesAmt |
| CY Total Expenses | $6,949,806 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$24,479 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,566,036 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $78,887,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,031,824 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,852,480 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,910,587 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $67,035,156 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $73,121,237 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Montana Community Foundation cultivates a culture of giving so Montana communities can flourish. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,353,210 | ExpenseAmt |
| Grant | $3,743,316 | GrantAmt |
| Revenue | $1,071,534 | RevenueAmt |
| Desc | The Foundation accumulates permanent wealth from which grants are made to support charitable work. The focus of activities are working with donors who want to provide long-term support for charitable services, communities to build unrestricted funds to meet changing needs, and policy makers to implement systematic changes to improve the quality of life for Montanans. | Desc |
| Total Program Service Expenses | $4,353,210 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kacie Tollefson | PersonNm |
| Phone | 4064438313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 S Last Chance Gulch Suite 2A | AddressLine1Txt |
| City | Helena | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Dan Clark | ||||||
| director - 12/31/16 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Jeff Bretherton | ||||||
| Director - 12/31/16 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA BYRNE | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JO ANNE EDER | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GREG HANSON | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN LATKA | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CASEY LOZAR | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT PANKRATZ | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY ANN PHIPPS | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TAWYNA RUPE | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAMI SKINNER | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Craigle | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Brian Patrick | ||||||
| Director - 12/31/16 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DALE WOOLHISER | ||||||
| Board Chair | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LAURA BREHM | ||||||
| Vice Chair | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KELLY BRUGGEMAN | ||||||
| Secretary | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Cynthia Woods | ||||||
| Treasurer | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Mary Rutherford | ||||||
| CEO/President | 40.00 | $154,350 | $0 | $16,839 | Yes (X) | |
| Emily Kovarik | ||||||
| CFO - 12/31/16 | 40.00 | $74,646 | $0 | $10,451 | Yes (X) | |
| Kacie Tollefson | ||||||
| Controller | 40.00 | $15,800 | $0 | $937 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $244,796 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $28,227 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cambridge Associates LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Investment Management | ServicesDesc |
| Compensation | $208,045 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,940,820 | AllOtherContributionsAmt |
| Noncash Contributions | $2,599,961 | NoncashContributionsAmt |
| Total Contributions | $6,940,820 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | $1,037,055 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,037,055 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,037,055 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $530,878 | TotalRevenueColumnAmt |
| Exclusion | $530,878 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $114,107 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $215,352 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$101,245 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$101,245 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$72,987 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$28,258 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $175,114,731 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $169,040,607 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,074,124 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,074,124 | TotalRevenueColumnAmt |
| Exclusion | $6,074,124 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Other Income | 900099 | $34,479 | $34,479 | |
| Passthrough Income fro | 900099 | -$269 | -$269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $34,210 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,515,842 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,071,534 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$73,256 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,576,744 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,272,036 | TotalAmt |
| Program Services | $3,272,036 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,280 | TotalAmt |
| Program Services | $471,280 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,463 | TotalAmt |
| Program Services | $64,692 | ProgramServicesAmt |
| Management And General | $177,159 | ManagementAndGeneralAmt |
| Fundraising | $81,612 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,409 | TotalAmt |
| Program Services | $227,098 | ProgramServicesAmt |
| Management And General | $201,387 | ManagementAndGeneralAmt |
| Fundraising | $251,924 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,873 | TotalAmt |
| Program Services | $11,845 | ProgramServicesAmt |
| Management And General | $11,256 | ManagementAndGeneralAmt |
| Fundraising | $12,772 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,879 | TotalAmt |
| Program Services | $17,874 | ProgramServicesAmt |
| Management And General | $35,393 | ManagementAndGeneralAmt |
| Fundraising | $21,612 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,110 | TotalAmt |
| Program Services | $20,740 | ProgramServicesAmt |
| Management And General | $29,979 | ManagementAndGeneralAmt |
| Fundraising | $24,391 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $956,153 | TotalAmt |
| Management And General | $956,153 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,279 | TotalAmt |
| Management And General | $42,069 | ManagementAndGeneralAmt |
| Fundraising | $1,210 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,307 | TotalAmt |
| Management And General | $51,307 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,197 | TotalAmt |
| Management And General | $240,197 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,612 | TotalAmt |
| Program Services | $74,617 | ProgramServicesAmt |
| Management And General | $29,195 | ManagementAndGeneralAmt |
| Fundraising | $800 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,264 | TotalAmt |
| Program Services | $29,067 | ProgramServicesAmt |
| Management And General | $48,049 | ManagementAndGeneralAmt |
| Fundraising | $15,148 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,610 | TotalAmt |
| Program Services | $14,287 | ProgramServicesAmt |
| Management And General | $47,142 | ManagementAndGeneralAmt |
| Fundraising | $9,181 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,183 | TotalAmt |
| Program Services | $14,265 | ProgramServicesAmt |
| Management And General | $87,164 | ManagementAndGeneralAmt |
| Fundraising | $9,754 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,495 | TotalAmt |
| Program Services | $19,155 | ProgramServicesAmt |
| Management And General | $35,326 | ManagementAndGeneralAmt |
| Fundraising | $34,014 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,642 | TotalAmt |
| Program Services | $15,275 | ProgramServicesAmt |
| Management And General | $10,937 | ManagementAndGeneralAmt |
| Fundraising | $23,430 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,051 | TotalAmt |
| Program Services | $35,033 | ProgramServicesAmt |
| Management And General | $20,914 | ManagementAndGeneralAmt |
| Fundraising | $3,104 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,029 | TotalAmt |
| Management And General | $23,029 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,454 | TotalAmt |
| Management And General | $9,454 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Miscellaneous | $59,877 | $8,343 | $49,033 | $2,501 |
| Return of Endowments | $57,603 | $57,603 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,949,806 | TotalAmt |
| Program Services | $4,353,210 | ProgramServicesAmt |
| Management And General | $2,105,143 | ManagementAndGeneralAmt |
| Fundraising | $491,453 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,217 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,556,680 | BOYAmt |
| EOY | $3,952,461 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $111,155 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $12,879 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,666 | BOYAmt |
| EOY | $38,925 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,547,682 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $156,391 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,843 | BOYAmt |
| EOY | $2,391,291 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,951,525 | BOYAmt |
| EOY | $80,709,496 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,034,705 | BOYAmt |
| EOY | $815,617 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,887,636 | BOYAmt |
| EOY | $88,031,824 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,828 | BOYAmt |
| EOY | $135,956 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $948,607 | BOYAmt |
| EOY | $1,071,634 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,693,581 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,782,045 | BOYAmt |
| EOY | $12,009,416 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,852,480 | BOYAmt |
| EOY | $14,910,587 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $895,966 | BOYAmt |
| EOY | $253,938 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,773,886 | BOYAmt |
| EOY | $14,624,857 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,365,304 | BOYAmt |
| EOY | $58,242,442 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,035,156 | BOYAmt |
| EOY | $73,121,237 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,887,636 | BOYAmt |
| EOY | $88,031,824 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,566,036 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$239,402 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,240,553 | 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 | $2,719,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,227,664 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,495,061 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,021,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,940,820 | CurrentTaxYearAmt |
| Total | $24,404,205 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,719,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,227,664 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,495,061 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,021,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,940,820 | CurrentTaxYearAmt |
| Total | $24,404,205 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,451,212 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,952,993 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,569,206 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,596,473 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,732,397 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,665,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $530,878 | CurrentTaxYearAmt |
| Total | $7,094,404 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,498,609 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,009,615 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62230 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,949,806 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,949,806 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $497,490 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $124,373 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 95 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 68 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,115,132 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $635,032 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $848,874 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $497,261 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $17,383,645 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $9,644,060 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,391,175 | BeginningYearBalanceAmt |
| Contributions | $4,669,686 | ContributionsAmt |
| Investment Earnings Or Losses | $4,737,066 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,704,079 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,194,425 | AdministrativeExpensesAmt |
| End Year Balance | $70,899,423 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,483,181 | BeginningYearBalanceAmt |
| Contributions | $2,309,439 | ContributionsAmt |
| Investment Earnings Or Losses | $1,340,537 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,537,757 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,204,225 | AdministrativeExpensesAmt |
| End Year Balance | $64,391,175 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,801,404 | BeginningYearBalanceAmt |
| Contributions | $2,411,453 | ContributionsAmt |
| Investment Earnings Or Losses | $3,110,522 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,765,661 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,074,537 | AdministrativeExpensesAmt |
| End Year Balance | $64,483,181 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,253,801 | BeginningYearBalanceAmt |
| Contributions | $1,994,003 | ContributionsAmt |
| Investment Earnings Or Losses | $8,874,359 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,206,112 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,114,647 | AdministrativeExpensesAmt |
| End Year Balance | $61,801,404 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,553,661 | BeginningYearBalanceAmt |
| Contributions | $2,499,909 | ContributionsAmt |
| Investment Earnings Or Losses | $6,096,100 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,916,495 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $979,374 | AdministrativeExpensesAmt |
| End Year Balance | $54,253,801 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,367,623 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,625 | DepreciationAmt |
| Book Value | $2,340,998 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $180,059 | OtherCostOrOtherBasisAmt |
| Depreciation | $129,766 | DepreciationAmt |
| Book Value | $50,293 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,391,291 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | pooled investments | Desc |
| Book Value | $80,709,496 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $80,709,496 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Charitable Remainder Unitrusts | $85,268 |
| funds held as agency endowments | $9,790,275 |
| charitable and deferred gift annuities | $2,126,612 |
| Capital Lease Payable | $7,261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,009,416 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,871,438 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$239,402 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $215,621 | OtherRevenueAmt |
| Revenue Not Reported | -$23,781 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,895,219 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,620,623 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,620,623 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,515,842 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,785,358 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $215,352 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $215,352 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,570,006 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,379,800 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,379,800 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,949,806 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The endowment funds of the Montana Community Foundation support charitable efforts in Montana, helping to empower communities and make Montana a great place to live. |
| Part X, Line 2: | THE FOUNDATION IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE (IRC), EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. THE FOUNDATION COMPLIES WITH FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. ASC 740-10 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNITION, INTEREST, PENALTIES, AND DISCLOSURES REQUIRED. AS OF JUNE 30, 2017 AND 2016, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. |
| Part XI, Line 2d - Other Adjustments: | Rental Expenses 215,352. Passthrough Loss from K-1 269. |
| Part XI, Line 4b - Other Adjustments: | Agency Endowment Fund Activity 1,331,923. Management Fee 956,153. Change in Value of Split-Interest Agreements 113,813. Change in Value of Beneficial Interest In Pooled Income Fund 218,734. |
| Part XII, Line 2d - Other Adjustments: | Rental Expenses 215,352. |
| Part XII, Line 4b - Other Adjustments: | Management Fees 956,153. Agency Endowment Fund Activity 423,647. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $30,662,422 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $30,662,422 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $30,662,422 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, line 3: | FormAndLineReferenceDesc |
| Explanation | Investments are accounted for in the organization's financial statements using the fair market value of each fund per the Merrill Lynch investment statement. The amount in column (f) is the cost basis per Merrill Lynch. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (164 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Absarokee Community Foundation | |||||||
| PO Box 72 | Absarokee | MT | 59001 | 731658638 | 501(c)3 | $18,900 | 2016 Annual Distribution |
| ACLU of Montana Foundation Inc | |||||||
| PO Box 1317 | Helena | MT | 59624 | 810445339 | 501(c)3 | $15,025 | unrestricted operating support; 2016 Distribution |
| Alberta Bair Theater | |||||||
| PO Box 1556 | Billings | MT | 59103 | 810406157 | 501(c)3 | $41,519 | Kids Dance Program; 2016 Annual Distribution |
| Alliance for the Wild Rockies | |||||||
| PO Box 505 | Helena | MT | 59624 | 810455740 | 501(c)3 | $8,472 | 2016 Annual Distribution |
| Alpine Theatre Project Inc | |||||||
| PO Box 1959 | Whitefish | MT | 59937 | 770626385 | 501(c)3 | $5,000 | the general fund to support education and programing |
| Aluutaalaahu Many Arrows Community Development Corporation | |||||||
| PO Box 68 | Pryor | MT | 59066 | 465661912 | 501(c)3 | $7,500 | Structured group training in financial education |
| American Indian Institute | |||||||
| 502 West Mendenhall St | Bozeman | MT | 59715 | 810339551 | 501(c)3 | $48,452 | 2016 Annual Distribution |
| Angel Fund | |||||||
| PO Box 7436 | Helena | MT | 59604 | 810535130 | 501(c)3 | $5,425 | purchase clothing, supplies, etc. for school children; unrestricted support; |
| Apostles Evangelical Lutheran Church | |||||||
| 3140 Broadwater Ave | Billings | MT | 59102 | 816035157 | 501(c)3 | $19,074 | principal payment of building loan & scholarship fund; 2016 Annual Distribut |
| Archie Bray Foundation | |||||||
| 2915 Country Club Avenue | Helena | MT | 59601 | 810284022 | 501(c)3 | $8,874 | 2016 Annual Distribution |
| Beacon Community Foundation | |||||||
| PO Box 726 | Scobey | MT | 59263 | 810498333 | 501(c)3 | $10,650 | 2016 Annual Distribution |
| Benefis Healthcare Foundation | |||||||
| PO Box 7008 | Great Falls | MT | 594067008 | 810480587 | 501(c)3 | $10,530 | emergency department remodel; 2016 Annual Distribution |
| Big Sky Community Organization | |||||||
| PO Box 161404 | Big Sky | MT | 597161404 | 810520589 | 501(c)3 | $6,348 | trails and outdoor recreation projects; Trails Campaign; 2016 Annual Distrib |
| Bigfork Center for the Performing Arts Foundation | |||||||
| 526 Electric Ave | Bigfork | MT | 59911 | 810424706 | 501(c)3 | $22,341 | 2016 Annual Distribution |
| Billings Catholic Schools Foundation | |||||||
| PO Box 31158 | Billings | MT | 59107 | 383819006 | 501(c)3 | $5,000 | Billings Catholic School Building Program |
| Billings Community Foundation | |||||||
| PO Box 1255 | Billings | MT | 59103 | 204286919 | 501(c)3 | $6,560 | Unrestricted Operations; 2016 Annual Distribution |
| Billings First United Methodist Church | |||||||
| 2800 4th Avenue North | Billings | MT | 59101 | 810232801 | 501(c)3 | $5,200 | Unrestricted Support |
| Billings Food Bank Inc | |||||||
| 1020 Cook Ave | Billings | MT | 59102 | 363519470 | 501(c)3 | $9,923 | to provide food for people in need; 2016 Annual Distribution |
| Billings Golden K Kiwanis | |||||||
| PO Box 20203 | Billings | MT | 591040203 | 841405699 | 501(c)3 | $5,873 | Unrestricted operating support; 2016 Annual Distribution |
| Billings Studio Theatre | |||||||
| 1500 Rimrock Road | Billings | MT | 59102 | 810293924 | 501(c)3 | $5,874 | unrestricted operating support; Greatest Need; 2016 Annual Distribution |
| Billings Symphony Society | |||||||
| 201 N Broadway 350 | Billings | MT | 59101 | 237083873 | 501(c)3 | $5,280 | 2016 Annual Distribution |
| Blackfeet Nation Higher Education Program | |||||||
| PO Box 850 | Browning | MT | 59417 | 810212955 | 501(c)3 | $6,414 | 2016 Annual Distribution |
| Blackfeet Reservation Development Fund Inc | |||||||
| PO Box 3029 | Browning | MT | 594173029 | 363784925 | 501(c)3 | $24,625 | 2016 Annual Distribution |
| Boys & Girls Club of the Northern Cheyenne Nation | |||||||
| PO Box 309 | Lame Deer | MT | 59043 | 363945776 | 501(c)3 | $33,664 | Operating Funds for Executive Assistance's Salary; 2016 Annual Distribution |
| Bozeman Public Library Foundation | |||||||
| 626 E Main St | Bozeman | MT | 597153768 | 810405940 | 501(c)3 | $14,872 | 2016 Annual Distribution |
| Broadwater Productions Inc (Grandstreet Theatre) | |||||||
| PO Box 1258 | Helena | MT | 59624 | 810357843 | 501(c)3 | $8,938 | 2016 Annual Distribution |
| Butte Emergency Food Bank | |||||||
| 1019 E 2nd St | Butte | MT | 59703 | 810469563 | 501(c)3 | $9,158 | Food Supplies; 2016 Annual Distribution |
| Butte-Silver Bow Community Foundation | |||||||
| 3505 Quincy Street | Butte | MT | 597014458 | 273492133 | 501(c)3 | $5,158 | 2016 Annual Distribution |
| CM Russell Museum | |||||||
| 400 - 13th Street North | Great Falls | MT | 59401 | 816003526 | 501(c)3 | $5,074 | 2016 Annual Distribution |
| Camp Mak-A-Dream | |||||||
| PO Box 1450 | Missoula | MT | 598061450 | 810472959 | 501(c)3 | $5,000 | General operating purposes |
| Carroll College | |||||||
| Financial Aid Office | Helena | MT | 59625 | 810231774 | 501(c)3 | $5,175 | Football Scholarships; 2016 Annual Distribution |
| Catholic Foundation of Eastern Montana | |||||||
| PO Box 1399 | Great Falls | MT | 59403 | 810530034 | 501(c)3 | $5,000 | St Patrick Cathedral Endowment |
| Center for Mental Health | |||||||
| PO Box 3089 | Great Falls | MT | 59403 | 810347441 | 501(c)3 | $5,120 | 2016 Annual Distribution |
| Center for Restorative Youth Justice | |||||||
| 29 3rd Street East | Kalispell | MT | 59901 | 841428210 | 501(c)3 | $5,000 | Social Justice Montana Fund Competitive Grant |
| Center Pole Foundation | |||||||
| PO Box 71 | Garryowen | MT | 59031 | 208780215 | 501(c)3 | $5,000 | Social Justice Montana Fund Competitive Grant |
| Chase Hawks Memorial Foundation | |||||||
| PO Box 31333 | Billings | MT | 59107 | 810499653 | 501(c)3 | $5,697 | Annual Grant |
| Community Foundation for a Better Bigfork | |||||||
| PO Box 1439 | Bigfork | MT | 59911 | 237067099 | 501(c)3 | $13,422 | 2016 Annual Distribution |
| Crow Agency School | |||||||
| PO Box 219 | Crow Agency | MT | 59022 | 816000032 | Gov't | $6,300 | towards purchase a tractor for snow removal and lawn work |
| Divine Mercy Academy | |||||||
| 601 W Cameron Ave | Belgrade | MT | 597143159 | 460532968 | 501(c)3 | $10,000 | School Improvements |
| Eagle Mount Great Falls | |||||||
| 1065 Franklin Ave | Great Falls | MT | 59405 | 810498964 | 501(c)3 | $15,000 | general operating fund; horse Sponsor program |
| Ecology Project International | |||||||
| 315 S 4th St E | Missoula | MT | 59801 | 912163952 | 501(c)3 | $16,000 | 2016 Annual Distribution; unrestricted operating support |
| Education Foundation for Billings Public Schools | |||||||
| 415 N 30th St Ste 312 | Billings | MT | 59101 | 810452904 | 501(c)3 | $11,604 | 2016 Annual Distribution; Backpack Meal Program |
| Emmett Public School Foundation Inc | |||||||
| 2674 E Margate Ct | Eagle | ID | 83616 | 943208093 | 501(c)3 | $12,000 | Scholarships for students going into healthcare |
| First Presbyterian Church Foundation Inc | |||||||
| 2420 13th St W | Billings | MT | 59102 | 810458102 | 501(c)3 | $5,000 | Unrestricted operating funds |
| First United Methodist Church | |||||||
| 610 2nd Ave N | Great Falls | MT | 594012524 | 810235852 | 501(c)3 | $10,000 | Unrestricted Operations |
| Five Valleys Land Trust | |||||||
| 120 Hickory St Ste B | Missoula | MT | 598011820 | 237182055 | 501(c)3 | $10,656 | unrestricted operating support; 2016 Annual Distribution |
| Flathead Valley Community College Foundation Inc | |||||||
| 777 Grandview Drive | Kalispell | MT | 599012622 | 810365752 | 501(c)3 | $7,731 | 2016 Annual Distribution |
| Footloose Montana | |||||||
| PO Box 1089 | Florence | MT | 598331089 | 300419819 | 501(c)3 | $5,000 | funding for three standard workshops and one alternative workshop |
| Forsyth Public Schools | |||||||
| PO Box 319 | Forsyth | MT | 593270319 | 816000897 | Gov't | $7,626 | CPR/First aid Equipment; Marcey's Park Basketball Court; water foundation at |
| Fort Peck Fine Arts Council | |||||||
| PO Box 973 | Glasgow | MT | 592300973 | 810306649 | 501(c)3 | $7,407 | 2016 Annual Distribution |
| Foundation for Animals | |||||||
| PO Box 389 | Helena | MT | 596240389 | 550911292 | 501(c)3 | $5,071 | 2016 Annual Distribution |
| Friends of Irish Studies in the West | |||||||
| PO Box 4693 | Missoula | MT | 59806 | 261391012 | 501(c)3 | $8,472 | 2016 Annual Distribution |
| Friends of the Pioneer Museum | |||||||
| PO Box 975 | Glasgow | MT | 59230 | 810479627 | 501(c)3 | $11,248 | 2016 Annual Distribution |
| Friendship Center | |||||||
| 1430 N Sanders St | Helena | MT | 59601 | 237131678 | 501(c)3 | $10,963 | 2016 Annual Distribution; unrestricted operating support |
| Friendship House | |||||||
| 3123 - 8th Ave South | Billings | MT | 59101 | 810300497 | 501(c)3 | $8,327 | 2016 Annual Distribution; unrestricted operating support |
| Gallatin Valley Foundation for Economic Development | |||||||
| 2015 Charlotte St Ste 1 | Bozeman | MT | 59718 | 203116452 | 501(c)3 | $5,000 | Coaching for women entrepreneurs |
| Girl Scouts of Montana & Wyoming | |||||||
| PO Box 7128 | Great Falls | MT | 59406 | 816001486 | 501(c)3 | $5,541 | Girls Lego and Robotic Program; 2016 Annual Distribution |
| Glacier Symphony Orchestra and Chorale | |||||||
| PO Box 2491 | Kalispell | MT | 599032491 | 810413320 | 501(c)3 | $8,724 | 2016 Annual Distribution |
| Glasgow Scottie Booster Club | |||||||
| PO Box 735 | Glasgow | MT | 59230 | 203402373 | 501(c)3 | $8,760 | 2016 Annual Distribution |
| God's Love Inc | |||||||
| 533 N Last Chance Gulch | Helena | MT | 59601 | 810400234 | 501(c)3 | $6,126 | 2016 Annual Distribution |
| Great Falls Symphony Association | |||||||
| PO Box 1078 | Great Falls | MT | 59403 | 816014907 | 501(c)3 | $55,096 | 2016 Annual Distribution; Program Support |
| Greater Gallatin United Way | |||||||
| 945 Technology Blvd Ste 101F | Bozeman | MT | 597186859 | 810384820 | 501(c)3 | $16,976 | 2016 Annual Distribution |
| Greater Polson Community Foundation | |||||||
| PO Box 314 | Polson | MT | 59860 | 262883184 | 501(c)3 | $21,633 | 2016 Annual Distribution |
| Helena Area Community Foundation | |||||||
| PO Box 92 | Helena | MT | 59624 | 810536902 | 501(c)3 | $42,654 | Endowment; unrestricted operating; 2016 Annual Distribution |
| Helena Area Habitat for Humanity | |||||||
| PO Box 459 | Helena | MT | 59624 | 810476317 | 501(c)3 | $26,195 | Pass through grant; 2016 Annual Distribution |
| Helena Education Foundation | |||||||
| PO Box 792 | Helena | MT | 59604 | 810544494 | 501(c)3 | $19,924 | Unrestricted Operating Expense; 2016 Annual Distribution |
| Helena Food Share | |||||||
| PO Box 943 | Helena | MT | 59624 | 363507623 | 501(c)3 | $8,558 | 2016 Annual Distribution |
| Helena Symphony | |||||||
| PO Box 1073 | Helena | MT | 59624 | 810523705 | 501(c)3 | $10,134 | 2016 Annual Distribution |
| Helena YMCA | |||||||
| 1200 N Last Chance Gulch | Helena | MT | 59601 | 810231815 | 501(c)3 | $10,952 | 2016 Annual Distribution |
| Helena Youth Soccer Association Inc | |||||||
| PO Box 6972 | Helena | MT | 59604 | 810472455 | 501(c)3 | $5,297 | 2016 Annual Distribution |
| Helena YWCA | |||||||
| 501 N Park Ave | Helena | MT | 59601 | 810235416 | 501(c)3 | $7,642 | Administrative Service Coordinator; Job training for women at the new Secret |
| Heroes and Horses Inc | |||||||
| PO Box 35 | Manhattan | MT | 59741 | 464639973 | 501(c)3 | $5,000 | Unrestricted operating support |
| Hinsdale High School | |||||||
| 600 N Montana | Hinsdale | MT | 59241 | 816001060 | Gov't | $5,210 | 2016 Annual Distribution |
| Hockaday Center for the Arts | |||||||
| 302 2nd Ave East | Kalispell | MT | 59901 | 810303038 | 501(c)3 | $6,034 | 2016 Annual Distribution |
| Holter Museum of Art | |||||||
| 12 East Lawrence Street | Helena | MT | 596014019 | 810472958 | 501(c)3 | $34,761 | Unrestricted Operating Expenses; 2016 Annual Distribution |
| Home Atherton Fire Department | |||||||
| 3900 Sheridan Ave | Butte | MT | 59701 | 810406918 | 501(c)4 | $27,000 | charitable purposes outlined in the expenditure responsibility agreement |
| Home Resource | |||||||
| 1515 Wyoming | Missoula | MT | 59801 | 900125541 | 501(c)3 | $9,847 | Unrestricted Support |
| Hopa Mountain Foundation | |||||||
| PO Box 10892 | Bozeman | MT | 59719 | 841635749 | 501(c)3 | $13,740 | Indigenous Scholars Program, encouraging and supporting young native women i |
| Humane Society of Western Montana | |||||||
| 5930 Highway 93 South | Missoula | MT | 59804 | 810290933 | 501(c)3 | $11,972 | Unrestricted operating support; 2016 Annual Distribution |
| Indian Law Resource Center | |||||||
| 602 Ewing | Helena | MT | 59601 | 521121079 | 501(c)3 | $8,878 | 2016 Annual Distribution |
| Indian Nations Conservation Alliance | |||||||
| 350 Nye Rd | Twin Bridges | MT | 59754 | 300094371 | 501(c)3 | $5,000 | Native American Student Interns |
| Intermountain Children's Home | |||||||
| 500 S Lamborn St | Helena | MT | 59601 | 810231775 | 501(c)3 | $10,360 | general operating support, 2016 Annual Distribution |
| International Choral Festival | |||||||
| PO Box 8203 | Missoula | MT | 59807 | 810459276 | 501(c)3 | $8,161 | 2016 Annual Distribution |
| International Hunter Education Association | |||||||
| 800 East 73rd Ave Unit 2 | Denver | CO | 80229 | 371145157 | 501(c)3 | $7,625 | 2016 Annual Distribution |
| International Wildlife Film Festival | |||||||
| 718 S Higgins Avenue | Missoula | MT | 59801 | 810480723 | 501(c)3 | $45,553 | unrestricted operating support; Pass through |
| Jefferson Valley Community Foundation | |||||||
| PO Box 144 | Whitehall | MT | 59759 | 463196448 | 501(c)3 | $9,268 | 2016 Annual Distribution |
| John Ellis Endowment | |||||||
| PO Box 71862 | Missoula | MT | 59808 | 471550043 | 501(c)3 | $7,742 | 2016 Annual Distribution |
| Lewis and Clark Interpretive Center Foundation | |||||||
| PO Box 398 | Great Falls | MT | 59403 | 810471734 | 501(c)3 | $12,300 | Great Falls Airport children's discovery exhibit; 2016 Annual Distribution |
| Lutheran Church of the Good Shepherd | |||||||
| 1108 24th St W | Billings | MT | 59102 | 810265201 | 501(c)3 | $5,795 | Operating Support; 2016 Annual Distribution |
| Make A Wish Montana | |||||||
| 175 N 27th St STE 1214 | Billings | MT | 59101 | 300882267 | 501(c)3 | $10,000 | unrestricted operating support |
| Manhattan High School | |||||||
| 416 North Broadway | Manhattan | MT | 59741 | 816000410 | Gov't | $14,473 | 2016 Annual Distribution |
| University of Montana Foundation | |||||||
| PO Box 7159 | Missoula | MT | 598077159 | 810362989 | 501(c)3 | $32,927 | Scholarship for Montana New Leadership; Grizzly Lacrosse team for travel, te |
| Mineral County Community Foundation | |||||||
| PO Box 93 | Superior | MT | 59872 | 810501990 | 501(c)3 | $6,733 | 2016 Annual Distribution |
| Missoula Art Museum | |||||||
| 335 North Pattee | Missoula | MT | 59802 | 810496898 | 501(c)3 | $5,315 | general operating support; 2016 Annual Distribution |
| Missoula Community Foundation | |||||||
| PO Box 8806 | Missoula | MT | 59806 | 810539830 | 501(c)3 | $42,528 | anonymous gift to Preserve Historic Missoula; unrestricted operating expense |
| Missoula Food Bank | |||||||
| 219 S 3rd St W | Missoula | MT | 59801 | 810414143 | 501(c)3 | $12,362 | Chicken Donation; general operating purposes; to support the Capital campaig |
| Missoula International School | |||||||
| 1100 Harrison | Missoula | MT | 59802 | 810501614 | 501(c)3 | $10,000 | Annual Operations for Education |
| Missoula Symphony Association | |||||||
| PO Box 8301 | Missoula | MT | 59807 | 810290730 | 501(c)3 | $14,322 | Symphony in the Park; unrestricted operating support; 2016 Annual Distributi |
| Montana Amateur Sports Inc | |||||||
| PO Box 7136 | Billings | MT | 59103 | 810431595 | 501(c)3 | $5,500 | Support for the Heart and Sole Run |
| Montana Audubon | |||||||
| PO Box 595 | Helena | MT | 59624 | 810412530 | 501(c)3 | $12,043 | unrestricted operating expense; Scholarships; 2016 Annual Distribution |
| Montana Council - Boy Scouts of America | |||||||
| 820 - 17th Ave South | Great Falls | MT | 59405 | 810343177 | 501(c)3 | $8,387 | unrestricted operating support; James E. West Investment in Character and Le |
| Montana Land Reliance | |||||||
| PO Box 355 | Helena | MT | 59624 | 810369262 | 501(c)3 | $8,984 | Unrestricted; Big Sky Office operating support; 2016 Annual Distribution |
| Montana Outdoor Science School | |||||||
| PO Box 502 | Bozeman | MT | 59771 | 810503944 | 501(c)3 | $19,500 | Unrestricted matching for Challenge grants Kendeda Fund, Cinnabar Foundation |
| Montana Professional Teaching Foundation | |||||||
| 1232 East 6th Avenue | Helena | MT | 59601 | 810511792 | 501(c)3 | $31,464 | 2016 Annual Distribution |
| Montana State University - Billings Foundation | |||||||
| 1500 University Dr | Billings | MT | 59101 | 810301477 | 501(c)3 | $8,240 | Educational expenses for a needs based nursing student; unrestricted operati |
| Montana State University - Bozeman | |||||||
| Financial Aid Office | Bozeman | MT | 59717 | 816010045 | Gov't | $5,000 | School of Architecture Masonry Design Competition Scholarship |
| Montana State University Alumni Foundation | |||||||
| PO Box 172750 | Bozeman | MT | 597172750 | 816001649 | 501(c)3 | $28,901 | Unrestricted operating support; Bright Beginnings Learning Center the Great |
| Montana State University Extended University | |||||||
| 128 EPS Building | Bozeman | MT | 59717 | 816010045 | Gov't | $5,000 | Montana Girls STEM Collaborative |
| Montana Wilderness Association Inc | |||||||
| 80 S Warren St | Helena | MT | 59601 | 510198932 | 501(c)3 | $17,641 | Operating budget; 2016 Annual Distribution |
| Montana Women Vote | |||||||
| 725 W Alder St Ste 21 | Missoula | MT | 59802 | 810362732 | 501(c)3 | $13,500 | Research, organizing and messaging for a campaign to pass policy in support |
| Montana's Outdoor Legacy Foundation | |||||||
| PO Box 220 | Columbia Falls | MT | 59912 | 810528922 | 501(c)3 | $5,000 | unrestricted operating expenses |
| Mountain Home Montana | |||||||
| 2606 South Ave W | Missoula | MT | 59804 | 810520628 | 501(c)3 | $6,500 | unrestricted operating support; To help with Christmas wishes |
| Mountain View Medical Center | |||||||
| 16 West Main | White Sulphur Springs | MT | 59645 | 810255832 | 501(c)3 | $5,179 | 2016 Annual Distribution |
| Montana State University - Northern Foundation | |||||||
| PO Box 7751 | Havre | MT | 59501 | 810375335 | 501(c)3 | $5,000 | Targeted recruitment and support to increase the number of women in non-trad |
| Museum of the Rockies | |||||||
| 600 West Kagy Boulevard | Bozeman | MT | 59717 | 816016828 | 501(c)3 | $9,262 | 2016 Annual Distribution |
| Musselshell Valley Community Foundation | |||||||
| PO Box 713 | Roundup | MT | 59072 | 810512493 | 501(c)3 | $11,096 | 2016 Annual Distribution |
| My Neighbor in Need | |||||||
| 525 Central Ave Ste M2 | Great Falls | MT | 59401 | 454415506 | 501(c)3 | $5,000 | Matching funds for the donation of Leadership Great Falls to My Student in N |
| Myrna Loy Center | |||||||
| 15 N Ewing | Helena | MT | 59601 | 510185430 | 501(c)3 | $37,703 | Unrestricted Operating Expense; 2016 Annual Distribution |
| NHN-abn Compassionate Neighbors | |||||||
| 76 Kindsfather Drive | Livingston | MT | 59047 | 462144465 | 501(c)3 | $5,000 | McNair Gravity Park |
| NOVA Center for the Performing Arts Inc | |||||||
| PO Box 11 | Billings | MT | 59103 | 810514788 | 501(c)3 | $6,447 | 2016 Annual Distribution |
| Nye Community Foundation | |||||||
| PO Box 528 | Nye | MT | 59061 | 810531083 | 501(c)3 | $7,522 | 2016 Annual Distribution |
| Parents Let's Unite for Kids | |||||||
| 516 N 32nd St | Billings | MT | 59101 | 810422077 | 501(c)3 | $5,000 | general operating purposes |
| Partnership for Children | |||||||
| 2825 Stockyard Rd Ste A-11 | Missoula | MT | 59808 | 810526281 | 501(c)3 | $5,000 | Christmas Coat Drive |
| Planned Parenthood of Missoula | |||||||
| 219 E Main | Missoula | MT | 59802 | 810307201 | 501(c)3 | $16,873 | Unrestricted Operating Expense; 2016 Annual Distribution |
| Plymouth Congregational Church | |||||||
| 400 South Oakes | Helena | MT | 59601 | 810298891 | 501(c)3 | $5,267 | 2016 Annual Distribution |
| Prickly Pear Land Trust | |||||||
| PO Box 892 | Helena | MT | 59624 | 810506868 | 501(c)3 | $15,814 | Unrestricted Operating Expense; 2016 Annual Distribution |
| Red Lodge Area Community Foundation | |||||||
| PO Box 1871 | Red Lodge | MT | 59068 | 200192255 | 501(c)3 | $8,156 | To support Boys and Girls Club of Carbon County, Beartooth Cupboards, and Be |
| RiverStone Health Foundation | |||||||
| PO Box 1562 | Billings | MT | 59103 | 352332179 | 501(c)3 | $24,179 | Unrestricted support; 2016 Annual Distribution |
| Roberts Community Foundation | |||||||
| PO Box 284 | Roberts | MT | 59070 | 841425182 | 501(c)3 | $8,957 | 2016 Annual Distribution |
| Rocky Mountain Bible Mission | |||||||
| 1515 Fairview Ave W Ste 200 | Missoua | MT | 59801 | 810303852 | 501(c)3 | $12,000 | Utmost Construction Projects |
| Rocky Mountain College | |||||||
| 1511 Poly Drive | Billings | MT | 59102 | 810235407 | 501(c)3 | $7,071 | Unrestricted Support - General Fund; 2016 Annual Distribution |
| Ronald McDonald House Charities of Eastern Montana | |||||||
| 1144 N 30th Street | Billings | MT | 591010124 | 810400667 | 501(c)3 | $14,047 | Unrestricted Operating Support; General operating expenses for the Missoula |
| Roundup Memorial Hospital Association | |||||||
| PO Box 40 | Roundup | MT | 59072 | 810245848 | 501(c)3 | $15,034 | 2016 Annual Distribution |
| School Community Development Council Powder River CF | |||||||
| PO Box 421 | Broadus | MT | 59317 | 810514945 | 501(c)3 | $6,958 | 2016 Annual Distribution |
| Seeley Lake Community Foundation | |||||||
| PO Box 25 | Seeley Lake | MT | 59868 | 311711576 | 501(c)3 | $23,618 | 2016 Annual Distribution |
| Shriners Hospitals for Children | |||||||
| 2900 N Rocky Point Dr | Tampa | FL | 33607 | 362193608 | 501(c)3 | $5,500 | unrestricted operating support |
| Silver Bow Youth Leaders | |||||||
| PO Box 232 | Butte | MT | 59703 | 813003603 | 501(c)3 | $5,000 | Operating support, not to be used for the purchase of ammunition or firearms |
| St Jude Children's Research Hospital | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | 620646012 | 501(c)3 | $5,000 | Research |
| St Labre Indian School | |||||||
| PO Box 77 | Ashland | MT | 59068 | 810244542 | 501(c)3 | $10,000 | 8th Grade Field Trip to the Oregon Coast |
| St Peter's Hospital Foundation | |||||||
| 2475 Broadway | Helena | MT | 59601 | 810392270 | 501(c)3 | $10,246 | 2016 Annual Distribution |
| St Thomas More Academy | |||||||
| Cathy Leblancre | Burton | MI | 48519 | 383023152 | 501(c)3 | $5,000 | Unrestricted school expenses |
| St Vincent De Paul Society | |||||||
| 2610 Montana Ave | Billings | MT | 591012340 | 910879988 | 501(c)3 | $5,000 | RDFE- Renovation fund |
| Stevensville Community Foundation | |||||||
| PO Box 413 | Stevensville | MT | 59870 | 810490459 | 501(c)3 | $9,026 | 2016 Annual Distribution |
| Swan Valley Community Foundation | |||||||
| PO Box 961 | Condon | MT | 59826 | 452972467 | 501(c)3 | $5,000 | LCF Incentive Program for grantmaking |
| The Original Montana Club | |||||||
| PO Box 637 | Helena | MT | 596240637 | 810169370 | 501(c)3 | $10,960 | For the purpose off paying of the elevator loan |
| Trinity Lutheran Church | |||||||
| 537 Grand Ave | Billings | MT | 59101 | 810300195 | 501(c)3 | $5,234 | 2016 Annual Distribution |
| Tumbleweed Runaway Program Inc | |||||||
| 505 North 24th St | Billings | MT | 59101 | 363343886 | 501(c)3 | $8,500 | Support services to at risk youth in the Drop in Center and Human Traffickin |
| Ulm Public Schools | |||||||
| PO Box 189 | Ulm | MT | 59485 | 816000160 | Gov't | $7,000 | After School Program at the Ulm School |
| United Way of Cascade County | |||||||
| PO Box 1343 | Great Falls | MT | 594031343 | 810304170 | 501(c)3 | $8,380 | 2016 Annual Distribution |
| United Way of Missoula County | |||||||
| PO Box 7395 | Missoula | MT | 59807 | 810287854 | 501(c)3 | $5,000 | Annual Donation unrestricted |
| United Way of the Lewis and Clark Area | |||||||
| PO Box 862 | Helena | MT | 59624 | 816017354 | 501(c)3 | $14,792 | 2016 Annual Distribution |
| Upper Missouri River Heritage Area Planning Corporation Inc | |||||||
| PO BOX 1323 | Great Falls | MT | 59403 | 300924368 | 501(c)3 | $5,000 | CRCF- Matching funds for feasibility study |
| Valley County Community Foundation | |||||||
| PO Box 304 | Glasgow | MT | 59230 | 810526746 | 501(c)3 | $28,947 | 2016 Annual Distribution |
| West Yellowstone Foundation | |||||||
| PO Box 255 | West Yellowstone | MT | 597580255 | 810494366 | 501(c)3 | $73,134 | Scholarships; After school program; Food Bank; Smoking Water's Summer Rec. P |
| Western Heritage Center | |||||||
| 2822 Montana Ave | Billings | MT | 59101 | 237155997 | 501(c)3 | $7,396 | South Side Exhibit; 2016 Annual Distribution |
| Wibaux County Nursing Home | |||||||
| 712 S Wibaux St | Wibaux | MT | 59353 | 810392225 | 501(c)3 | $7,383 | blanket and towel warming cabinet; 2016 Annual Distribution |
| Women in Action | |||||||
| PO Box 161143 | Big Sky | MT | 59716 | 204166176 | 501(c)3 | $5,000 | unrestricted operating support |
| Women's International Network for Guatemalan Solutions | |||||||
| 1043 Grand Avenue 299 | St Paul | MN | 55101 | 311759515 | 501(c)3 | $12,000 | reproductive health education in remote areas of Guatemala |
| World Museum of Mining Inc | |||||||
| PO Box 33 | Butte | MT | 59703 | 816014901 | 501(c)3 | $7,593 | 2016 Annual Distribution |
| Yellowstone Art Museum | |||||||
| 401 N 27th St | Billings | MT | 591011241 | 816014902 | 501(c)3 | $50,814 | Event Support; 2016 Annual Distribution |
| Yellowstone River Parks Association | |||||||
| PO Box 1201 | Billings | MT | 591031201 | 364096295 | 501(c)3 | $6,361 | 2016 Annual Distribution |
| Yellowstone Wildlife Sanctuary | |||||||
| PO Box 675 | Red Lodge | MT | 59068 | 810422009 | 501(c)3 | $5,251 | 2016 Annual Distribution |
| YWCA Missoula | |||||||
| 1130 W Broadway | Missoula | MT | 59802 | 810245851 | 501(c)3 | $7,000 | Women's Justice; unrestricted operating support; GUTS! |
| YWCA of Billings | |||||||
| 909 Wyoming Ave | Billings | MT | 59101 | 810534954 | 501(c)3 | $8,671 | Gateway Vista Project; 2016 Annual Distribution |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 164 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships for post-secondary education | GrantTypeTxt |
| Recipient | 209 | RecipientCnt |
| Cash Grant | $471,280 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | MCF's process requires that grant requests must comply with the purpose of the endowment fund paying the grant, 501(c)(3) status is verified, and compliance with conflict of interest policies is reviewed. The majority of grants awarded by MCF support the general operating and program purposes of the 501(c)(3) organizations awarded, and as such, we do not require a report of how the grant funds were used. Grant award letters are sent with the grant checks, and the award letters instruct the recipient organization that the funds can be used only for the purpose the grant was applied for and awarded upon. |
| Part III: | Scholarship Advisory Committees, under the oversight of MCF, select scholarship recipients each year based on the applications received. Scholarship funds are transferred directly from the Foundation to the School and applied against the awarded student's tuition account. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Rutherford | PersonNm |
| Title | CEO/President | TitleTxt |
| Base Compensation Filing Org | $154,350 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $9,260 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $7,579 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $171,189 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 111 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,409,561 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DAILY AVERAGE OF PRICES | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $190,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The number of contributors is listed. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Appropriate individuals in management and the audit and compliance committee members of the board review the return before filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | At every board meeting prior to approving grants, the board is asked to disclose any conflict. Annually, board and staff are required to sign disclosure statements. Annually, the board receives training on conflict of interest. |
| Form 990, Part VI, Section B, line 15 | The compensation of the CEO/President is the responsibility of the executive committee of the independent board of directors. A matrix is used to determine performance. Comparable compensation data is used and approved by the executive committee. Compensation decisions for key officers are the responsibility of the CEO/President. Outside information regarding salaries paid by similar organizations is evaluated. |
| Form 990, Part VI, Section C, line 19 | The Financial statements and Form 990 are available on the organization's website and upon request. Other documents are available upon request as well. |
| Form 990, Part XI, line 9: | Endowment Agency Fund Activity -908,275. Change in Value of Beneficial Interest In Pooled Income Fund -113,813. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -218,734. Passthrough Loss from K-1 269. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| MCF Real Property LLC | |||||||||
| 1 N Last Chance Gulch Ste 1 | Helena | MT | 59601 | 473656226 | Accept and Liquidate Gifted Property on behalf of MCF, Inc. | MT | $0 | $0 | Montana Community Foundation Inc |
| 33 S South Last Chance Gulch LLC | |||||||||
| 33 S Last Chance Gulch Suite 2A | Helena | MT | 59601 | 352572088 | LLC to own property | MT | -$123,706 | $2,413,335 | Montana Community Foundation Inc |