Forward Mt Foundation
- Assets
- $1.2m
- Revenue
- $548.9k
- Investments
- $0.0
- Employees
- 31
- Location
- Missoula, MT
- Founding
- 02/2011
- Data as of
- 12/2021
- EIN
- 26-2075145
Organization Overview
Forward Mt Foundation is located in Missoula, MT. The organization was established in 2011. According to its NTEE Classification (E05) the organization is classified as: Research Institutes & Public Policy Analysis, under the broad grouping of Health Care and related organizations. As of 12/2021, Forward Mt Foundation employed 31 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Forward Mt Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Forward Mt Foundation generated $548.9k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 23.2% each year . All expenses for the organization totaled $801.0k during the year ending 12/2021. While expenses have increased by 29.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
EDUCATE, ENGAGE AND ORGANIZE YOUNG MONTANANS TO SHAPE THEIR DEMOCRACY TO IMPROVE THEIR LIVES AND THE LIVES OF FELLOW MONTANANS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
LEADERSHIP DEVELOPMENTIN 2021, WE GRADUATED OVER 36 INTERNS AND HIGH SCHOOL FELLOWS FROM ACROSS THE STATE. INTERNS AND FELLOWS GO THROUGH A ROBUST CURRICULUM THAT PROVIDES WEEKLY TRAININGS ON COMMUNITY ORGANIZING AND CIVIC ENGAGEMENT. INTERNS AND FELLOWS LEAD ON A FINAL PROJECT THAT CONNECTS THEIR INTERESTS TO MEANINGFUL CHANGE IN THEIR COMMUNITIES.
ISSUE ADVOCACY - CENSUSFOWARD MONTANA FOUNDATION ENGAGED YOUNG MONTANANS DURING THE CONGRESSIONAL REAPPORTIONMENT PROCESS.
VOTER REGISTRATION AND MOBILIZATIONFORWARD MONTANA FOUNDATION REGISTERED 1,240 VOTERS, THROUGH IN-PERSON AND ONLINE TACTICS. WE MOBILIZED AND EDUCATED YOUNG VOTERS ON THE SCHOOL BOARD AND MUNICIPAL ELECTIONS.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nicki Bailey President | OfficerTrustee | 1 | $0 |
Ella Currier Vice President | OfficerTrustee | 0.5 | $0 |
Emily Allison Treasurer | OfficerTrustee | 1 | $0 |
Debi Lombardi Secretary | OfficerTrustee | 0.5 | $0 |
Kiersten Iwai Executive Dir. | Officer | 28 | $0 |
Dani Howlett Director | Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $548,878 |
| Noncash contributions included in lines 1a–1f | $54,395 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $548,878 |
| Total Program Service Revenue | $0 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $548,885 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $51,595 |
| Compensation of current officers, directors, key employees. | $51,595 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $455,353 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $56,750 |
| Payroll taxes | $46,873 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $601 |
| Fees for services: Accounting | $34,181 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $43,702 |
| Advertising and promotion | $8,463 |
| Office expenses | $685 |
| Information technology | $10,998 |
| Royalties | $0 |
| Occupancy | $47,680 |
| Travel | $9,686 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $4,318 |
| All other expenses | $0 |
| Total functional expenses | $800,955 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,033,914 |
| Savings and temporary cash investments | $38,949 |
| Pledges and grants receivable | $83,000 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,155,863 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $450,816 |
| Total liabilities | $450,816 |
| Net assets without donor restrictions | $601,740 |
| Net assets with donor restrictions | $103,307 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,155,863 |
Grants Recieved
Over the last fiscal year, we have identified 6 grants that Forward Mt Foundation has recieved totaling $285,164.
| Awarding Organization | Amount |
|---|---|
Alliance For Youth Organizing Washington, DC PURPOSE: CIVIC ENGAGEMENT & CAPACITY BUILDING | $195,664 |
Tides Foundation San Francisco, CA PURPOSE: HEALTHY INDIVIDUALS AND COMMUNITIES | $27,000 |
Western Organization Of Resource Billings, MT PURPOSE: Montana Voices Table | $26,500 |
Proteus Fund Inc Amherst, MA PURPOSE: DEMOCRACY | $15,000 |
New Venture Fund Washington, DC PURPOSE: CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY | $15,000 |
Western Organization Of Resource Billings, MT PURPOSE: Montana Donor Table | $6,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mountain-Pacific Quality Health Foundation Helena, MT | $10,969,426 | $14,289,104 |
Progress Enterprises Inc Jamestown, ND | $5,566,469 | $4,264,297 |
Black Hills Center For American Indian Health Rapid City, SD | $162,074 | $1,642,469 |
Montana Public Health Institute Kalispell, MT | $188,141 | $1,119,217 |
Forward Mt Foundation Missoula, MT | $1,155,863 | $548,885 |
Rural Behavioral Health Institute Livingston, MT | $211,667 | $363,065 |
Montana Public Health Association Choteau, MT | $52,586 | $0 |
Health Freedom Foundation Inc Meridian, ID | $29,959 | $0 |