Montana Shares
- Assets
- $317.6k
- Revenue
- $271.8k
- Investments
- $0.0
- Employees
- 2
- Location
- Helena, MT
- Founding
- 10/1988
- Data as of
- 12/2021
- EIN
- 81-0452293
Organization Overview
Montana Shares is located in Helena, MT. The organization was established in 1988. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, Montana Shares employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Montana Shares 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, Montana Shares generated $271.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (4.0%) each year. All expenses for the organization totaled $349.9k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (0.6%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Montana Shares has awarded 93 individual grants totaling $931,405. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
A PARTNERSHIP OF NONPROFIT GROUPS DEVOTED TO IMPROVING THE QUALITY OF LIFE THROUGHOUT MONTANA.
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS TO NONPROFITS:MONTANA SHARES CONDUCTS AN ANNUAL PAYROLL CONTRIBUTION CAMPAIGN TO SUPPORT THE MEMBER ORGANIZATIONS OF OUR FEDERATION. EMPLOYEES AT THE WORK SITES HAVE THE OPTION OF DESIGNATING THEIR CONTRIBUTIONS TO ANY OF THE MEMBER GROUPS, TO MONTANA SHARES FOR WORK WITH OUR MEMBERS, OR TO ALL OF THE MEMBER GROUPS, OR LEAVING IT UNDESIGNATED.
TRAINING AND TECHNICAL ASSISTANCE:SUPPORT FOR OUR MEMBERS ON A YEAR-ROUND BASIS.
CAMPAIGNS:PROVIDES TECHNICAL ASSISTANCE, TRAINING AND COORDINATION OF ACTIVITIES IN COMMUNITIES AND AT WORK PLACES, INCLUDING ELECTRONIC PLEDGING CAMPAIGNS, THAT IN TURN SUPPORT THE WORK OF MONTANA SHARES AND OUR MEMBER GROUPS SERVING MONTANANS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William Crane Executive Director | Officer | 40 | $66,722 |
Nikki Andersen President Past | OfficerTrustee | 1 | $0 |
Kelley Willett Vice President | OfficerTrustee | 1 | $0 |
Kim Mckearnan President Current | OfficerTrustee | 1 | $0 |
Bernie Franks-Ongoy Treasurer | OfficerTrustee | 1 | $0 |
Darbie Hess Secretary | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $22,067 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $14,400 |
| All other contributions, gifts, grants, and similar amounts not included above | $206,342 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $242,809 |
| Total Program Service Revenue | $0 |
| Investment income | $124 |
| 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 | $28,135 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $271,808 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $216,518 |
| 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. | $57,783 |
| Compensation of current officers, directors, key employees. | $3,983 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $27,384 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $9,589 |
| Payroll taxes | $6,508 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $9,970 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $342 |
| Information technology | $3,784 |
| Royalties | $0 |
| Occupancy | $5,652 |
| Travel | $50 |
| 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 | $1,513 |
| All other expenses | $2,466 |
| Total functional expenses | $349,897 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $101,044 |
| Savings and temporary cash investments | $91,785 |
| Pledges and grants receivable | $113,152 |
| Accounts receivable, net | $11,324 |
| 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 | $250 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $317,555 |
| Accounts payable and accrued expenses | $392 |
| 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 | $109,792 |
| Total liabilities | $110,184 |
| Net assets without donor restrictions | $117,746 |
| Net assets with donor restrictions | $89,625 |
| 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 | $317,555 |
Grants Awarded
Over the last fiscal year, Montana Shares has awarded $91,423 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
Helena, MT PURPOSE: General funding and designated funding | $31,342 |
Helena, MT PURPOSE: General funding and designated funding | $19,578 |
Missoula, MT PURPOSE: General funding an designated funding | $17,182 |
Helena, MT PURPOSE: General funding and designated funding | $6,421 |
Missoula, MT PURPOSE: General funding and designated funding | $6,171 |
Helena, MT PURPOSE: General funding and designated funding | $5,454 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Montana Shares has recieved totaling $19,578.
| Awarding Organization | Amount |
|---|---|
Montana Shares Helena, MT PURPOSE: General funding and designated funding | $19,578 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Sioux Empire United Way Inc Sioux Falls, SD | $14,046,411 | $8,857,048 |
Billings Clinic Foundation Billings, MT | $116,767,576 | $17,438,060 |
United Way Of Cass-Clay Fargo, ND | $8,673,446 | $5,532,076 |
United Way Of Treasure Valley Inc Boise, ID | $5,526,975 | $4,448,551 |
United Way Of Yellowstone County Inc Billings, MT | $4,317,705 | $2,826,216 |
Missouri Slope Areawide United Way Inc Bismarck, ND | $6,237,459 | $3,064,301 |
Liberty Place Inc Whitehall, MT | $3,909,153 | $2,658,015 |
Greater Gallatin United Way Inc Bozeman, MT | $1,831,575 | $2,742,658 |
United Way Of Cascade County Great Falls, MT | $971,506 | $1,344,943 |
United Way Of Southeastern Idaho Inc Pocatello, ID | $1,342,199 | $1,746,511 |
United Way Of Missoula County Missoula, MT | $2,822,821 | $1,518,780 |
United Way Of North Idaho Inc Coeur D Alene, ID | $943,022 | $1,610,986 |