2015-06-30T17:52:28-05:00 2014-12-31 390758449 WIPFLI LLP PO BOX 1699 HELENA MT 596241699 990 2014-01-01 810452293 MONTANA SHARES INC MONT 4064422218 PO BOX 883 HELENA MT 59624 MAUREEN RUDE PRESIDENT 4064422218 2015-06-09 1 NATHAN D MCCARTHY CPA P00368408 4064425520 2015-06-09 2014 2016-04-25 22:37:26Z MAUREEN RUDE PO BOX 883 HELENA MT 59624 359232 0 X WWW.MONTANASHARES.ORG X 1988 MT TO WORK WITH AND ON BEHALF OF ITS 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. 10 10 4 20 0 0 363841 347209 0 0 201 168 7694 9952 371736 357329 259730 234571 0 0 95435 95100 0 0 5374 29076 28200 384241 357871 -12505 -542 178264 165049 129599 116925 48665 48124 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 234571 234571 273510 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, ALL OF THE MEMBER GROUPS, TO MONTANA SHARES FOR OUR WORK WITH OUR MEMBERS OR TO THE FULL MEMBERS BY LEAVING IT UNDESIGNATED. 51618 23194 TRAINING, TECHNICAL ASSISTANCE, SUPPORT FOR OUR MEMBERS ON A YEAR-ROUND BASIS 56654 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. 342843 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 4 1 0 0 0 0 0 0 0 0 X 10 10 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X MONTANA SHARES INC 4064422218 825 HELENA AVE HELENA MT 59601 JAN DONALDSON DIRECTOR 1.00 X X 0 0 0 MARY WRIGHT PAST PRESIDENT 1.00 X X 0 0 0 STEPHANIE MCDOWELL VICE PRESIDENT 1.00 X 0 0 0 DAVE COOPER TREASURER 1.00 X X 0 0 0 KATE MCIVOR SECRETARY 1.00 X X 0 0 0 DORI SKRUKRUD DIRECTOR 1.00 X 0 0 0 BETSY MULLIGAN-DAGUE DIRECTOR 1.00 X 0 0 0 MAUREEN RUDE PRESIDENT 1.00 X X 0 0 0 NANCY LEE DIRECTOR 1.00 X 0 0 0 NIKKI ANDERSEN DIRECTOR 1.00 X 0 0 0 WILLIAM CRANE EXECUTIVE DIRECTOR 40.00 X 54432 0 0 54432 0 0 0 0 0 0 0 23194 26960 297055 347209 168 168 0 26960 1903 -1903 -1903 OTHER REVENUE 900099 11855 11855 11855 357329 11855 0 -1735 234571 234571 54433 47798 4262 2373 32006 28105 2506 1395 1348 1186 106 56 7313 6421 573 319 7576 6653 593 330 119 105 9 5 591 519 46 26 3617 3176 283 158 4956 4352 388 216 2516 2209 197 110 1432 1258 112 62 PRINTING 1640 1440 128 72 TELEPHONE 1529 1342 120 67 DUES AND SUBSCRIPTIONS 1217 1069 95 53 CAMPAIGN FEES 1095 961 86 48 1912 1678 150 84 357871 342843 9654 5374 136896 121015 41368 44034 800 800 0 0 178264 165049 129599 116925 129599 116925 X 24085 27053 24580 21071 48665 48124 178264 165049 -542 0 X X 0 1 X 1 0 X 145880 136018 124745 104116 108489 619248 145880 136018 124745 104116 108489 619248 619248 1357 482 255 201 168 2463 20720 11107 13226 10121 11855 67029 688740 164809 0.89910 0.90230 X 800 800 0 0 PAYABLE TO MEMBER ORGANIZATIONS 101077 COMPENSATED ABSENCES 4459 PAYABLE TO NON-MEMBER ORGANIZATIONS 11389 116925 159693 6221 -205760 -199539 359232 -1903 -1903 357329 160234 6220 1903 8123 152111 205760 205760 357871 PART XI, LINE 2D - OTHER ADJUSTMENTS: DESIGNATED CAMPAIGN DISTRIBUTIONS -205,760. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED WITH REVENUE -1,903. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED WITH REVENUE 1,903. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED CAMPAIGN DISTRIBUTIONS 205,760. RAFFLE 22126 22126 1626 3 4834 4834 277 26960 26960 1903 1903 -1903 1 AWARE INC 205 E PARK ST ANACONDA MT 59711 810360391 501(C) (3) 3523 GENERAL FUNDING & DESIGNATED FUNDING ALTERNATIVE ENERGY RESOURCES ORGANIZATION (AERO) 432 N LAST CHANCE GULCH HELENA MT 59601 810350698 501(C) (3) 4547 GENERAL FUNDING & DESIGNATED FUNDING AMERICAN LUNG ASSOCIATION -NO ROCKIES - ALA MOUNTAIN PACIFIC 825 HELENA AVE HELENA MT 59601 939386887 501(C) (3) 944 GENERAL FUNDING & DESIGNATED FUNDING ANIMEALS 1700 RANKIN ST MISSOULA MT 59808 204694132 501(C) (3) 6105 GENERAL FUNDING & DESIGNATED FUNDING BIG BROTHERS BIG SISTERS OF MONTANA 30 WEST 6TH AVENUE HELENA MT 59601 810466073 501(C) (3) 5286 GENERAL FUNDING & DESIGNATED FUNDING BRIDGER CLINIC INC 300 N WILLSON SUITE 2001 BOZEMAN MT 59715 810363189 501(C) (3) 3168 GENERAL FUNDING & DESIGNATED FUNDING CANCER FAMILY NETWORK OF MONTANA 313 W MENDENHALL BOZEMAN MT 59715 810464009 501(C) (3) 4305 GENERAL FUNDING & DESIGNATED FUNDING COOPERATIVE HEALTH CENTER 1930 9TH AVE HELENA MT 59601 810494674 501(C) (3) 3050 GENERAL FUNDING & DESIGNATED FUNDING EXPLORATIONWORKS - COMMUNITY WORKS 995 CAROUSEL WAY HELENA MT 59601 818541491 501(C) (3) 3919 GENERAL FUNDING & DESIGNATED FUNDING GREAT FALLS COMMUNITY FOOD BANK INC 1620 12TH AVE NORTH GREAT FALLS MT 59401 363540471 501(C) (3) 6107 GENERAL FUNDING & DESIGNATED FUNDING HEADWATERS COOPERATIVE RECYCLING 25 S EWING SUITE 506 HELENA MT 59601 810526423 501(C) (3) GENERAL FUNDING & DESIGNATED FUNDING HEART OF THE VALLEY INC 1549 EAST CAMERON BRIDGE ROAD BOZEMAN MT 59718 237375919 501(C) (3) 7766 GENERAL FUNDING & DESIGNATED FUNDING HELENA AREA HABITAT FOR HUMANITY 1531 NATIONAL AVENUE HELENA MT 59624 810476317 501(C) (3) 5157 GENERAL FUNDING & DESIGNATED FUNDING HOLTER MUSEUM OF ART 12 E LAWRENCE HELENA MT 59601 810472958 501(C) (3) 1798 GENERAL FUNDING & DESIGNATED FUNDING JEANNETTE RANKIN PEACE CENTER 519 S HIGGINS MISSOULA MT 59801 363591327 501(C) (3) 4309 GENERAL FUNDING & DESIGNATED FUNDING KOMEN MONTANA - MT AFFILIATE OF SUSAN G KOMEN FOR THE CURE 825 HELENA AVE HELENA MT 59601 752845067 501(C) (3) 8308 GENERAL FUNDING & DESIGNATED FUNDING LAST CHANCE COMMUNITY POW WOW 2021 11TH AVE 16 HELENA MT 59601 810524254 501(C) (3) 2503 GENERAL FUNDING & DESIGNATED FUNDING LEWIS & CLARK HUMANE SOCIETY 2112 E CUSTER AVE HELENA MT 59602 816014910 501(C) (3) 45897 GENERAL FUNDING & DESIGNATED FUNDING MAI WAH SOCIETY 17 W MERCURY BUTTE MT 59701 810472756 501(C) (3) 3386 GENERAL FUNDING & DESIGNATED FUNDING MONTANA 4-H FOUNDATION INC 111 TAYLOR HALL BOZEMAN MT 59717 237051460 501(C) (3) 4962 GENERAL FUNDING & DESIGNATED FUNDING MONTANA ASSOCIATION FOR THE BLIND 7 W 6TH E HELENA MT 59601 810289702 501(C) (3) 2510 GENERAL FUNDING & DESIGNATED FUNDING MONTANA AUDUBON 324 FULLER N-5 HELENA MT 59601 810412530 501(C) (3) 4599 GENERAL FUNDING & DESIGNATED FUNDING MONTANA CHILD CARE RESOURCE & REFERRAL NETWORK 903 NBENTON HELENA MT 59601 810509479 501(C) (3) 3006 GENERAL FUNDING & DESIGNATED FUNDING MONTANA FOOD BANK NETWORK INC 5625 EXPRESSWAY MISSOULA MT 59808 810421243 501(C) (3) 34067 GENERAL FUNDING & DESIGNATED FUNDING MONTANA METH PROJECT 1501 S RUSSELL MISSOULA MT 59807 208367511 501(C) (3) 2224 GENERAL FUNDING & DESIGNATED FUNDING MONTANA SHARES 825 HELENA AVE HELENA MT 59601 810452293 501(C) (3) 7533 GENERAL FUNDING & DESIGNATED FUNDING MONTANA SPAYNEUTER TASK FORCE PO BOX 294 BUTTE MT 59703 363957457 501(C) (3) 5311 GENERAL FUNDING & DESIGNATED FUNDING MONTANA WILDERNESS ASSOCIATION 30 S EWING HELENA MT 59601 510198932 501(C) (3) 9342 GENERAL FUNDING & DESIGNATED FUNDING MONTANA WILDLIFE FEDERATION 5530 N MONTANA AVE HELENA MT 59602 810303948 501(C) (3) 5210 GENERAL FUNDING & DESIGNATED FUNDING MONTANA YOUTH LEADERSHIP FORUM 1617 EUCLID SUITE 1 HELENA MT 59601 810459042 501(C) (3) GENERAL FUNDING & DESIGNATED FUNDING NARAL PRO-CHOICE MONTANA FOUNDATION 334 FULLER 3 HELENA MT 59601 365031006 501(C) (3) 9464 GENERAL FUNDING & DESIGNATED FUNDING NEIGHBORWORKS MONTANA 509 1ST AVENUE NORTH GREAT FALLS MT 59401 810543240 501(C) (3) 3946 GENERAL FUNDING & DESIGNATED FUNDING QUEEN CITY BALLET COMPANY 8 W LAWRENCE ST HELENA MT 59601 263172247 501(C) (3) 2169 GENERAL FUNDING & DESIGNATED FUNDING RURAL EMPLOYMENT OPPORTUNITIES INC 318 N LAST CHANCE GULCH SUITE 2A HELENA MT 59601 810397037 501(C) (3) 2917 GENERAL FUNDING & DESIGNATED FUNDING STUDENT ASSISTANCE FOUNDATION OF MONTANA 2500 BROADWAY HELENA MT 59601 810527529 501(C) (3) 2509 GENERAL FUNDING & DESIGNATED FUNDING VIGILANTE THEATRE COMPANY - VIGILANTE PLAYERS 111 S GRAND AVE 222B BOZEMAN MT 59715 810406164 501(C) (3) GENERAL FUNDING & DESIGNATED FUNDING YOUTH CONNECTIONS COALITION 1025 RODNEY HELENA MT 59601 816000557 501(C) (3) 3450 GENERAL FUNDING & DESIGNATED FUNDING DISABILITY RIGHTS MONTANA 1022 CHESTNUT STREET HELENA MT 59601 810372577 501(C) (3) 4610 GENERAL FUNDING & DESIGNATED FUNDING 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 501C3 STATUS FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION CHANGED THEIR BYLAWS TO NO LONGER DIFFERENTIATE BETWEEN FULL AND ASSOCIATE MEMBERS. THE ORGANIZATION HAS ONLY ONE CLASS OF MEMBER NOW. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S CONSISTS OF FULL MEMBERS THAT ARE ELECTED BY THE FULL MEMBERS; ASSOCIATE MEMBERS, ELECTED BY THE GOVERNING BODY, AND AT-LARGE MEMBERS ELECTED BY ALL FULL, ASSOCIATE AND CURRENT AT-LARGE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE FULL, ASSOCIATE 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 11 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 XII, LINE 2C: NO CHANGE FROM PRIOR YEAR.