Totals
- Total revenue
- $5,218,606
- Total expenses
- $4,072,194
- Contributions and grants received
- $5,185,612
- Grants paid
- $1,983,500
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $32,994
- Total assets, end of year
- $1,599,491
- Total liabilities, end of year
- $328,810
- Net assets or fund balances, end of year
- $1,270,681
- Program services expenses (Part IX)
- $3,391,911
- Management and general expenses
- $634,927
- Fundraising expenses
- $45,356
- Program service expenses (Part III)
- $3,391,911
Program services were 83.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$3,179,017
-
1f · All other contributions, gifts and grants
$2,006,595
-
3 · Investment income
total $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Miscellaneous Income
total $5,538 · related or exempt $5,538
-
11b · Other revenue: Telehealth Services
total $27,456 · related or exempt $27,456
-
11e · Other revenue, total
$32,994
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,983,500 · program services $1,983,500
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $214,961 · program services $214,961
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $871,610 · program services $487,465 · management and general $384,145
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $136,960 · program services $113,491 · management and general $23,469
-
10 · Payroll taxes
total $78,661 · program services $66,862 · management and general $11,799
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $1,670 · program services $700 · management and general $970
-
11c · Fees: accounting
total $71,100 · program services $3,000 · management and general $68,100
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $344,838 · program services $285,986 · management and general $13,852 · fundraising $45,000
-
12 · Advertising and promotion
total $5,882 · program services $4,159 · management and general $1,723
-
13 · Office expenses
total $47,520 · program services $21,515 · management and general $26,005
-
14 · Information technology
total $21,712 · management and general $21,712
-
15 · Royalties
total $0
-
16 · Occupancy
total $38,431 · program services $12,317 · management and general $26,114
-
17 · Travel
total $63,792 · program services $56,591 · management and general $7,201
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $8,481 · management and general $8,481
-
24a · Other expenses: EVENT EXPENSE
total $62,135 · program services $58,815 · management and general $3,320
-
24b · Other expenses: PROGRAM EXPENSE
total $50,453 · program services $50,395 · management and general $58
-
24c · Other expenses: SOFTWARE & APPS
total $31,765 · program services $6,147 · management and general $25,362 · fundraising $256
-
24d · Other expenses: Shared Service
total $31,292 · program services $24,956 · management and general $6,336
-
24e · All other expenses
total $7,431 · program services $1,051 · management and general $6,280 · fundraising $100
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,340,391 · end of year $505,389
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $207,232 · end of year $937,804
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $9,381 · end of year $24,786
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $2,500 · end of year $131,512
-
17 · Accounts payable and accrued expenses
beginning of year $110,578 · end of year $129,242
-
19 · Deferred revenue
beginning of year $1,324,657 · end of year $70,556
-
25 · Other liabilities
end of year $129,012
-
27 · Net assets without donor restrictions
beginning of year $124,269 · end of year $1,070,681
-
28 · Net assets with donor restrictions
end of year $200,000
Mission and programs · 2025
Mission
Zero to Five Montanas mission is to work for our children, for our future. Our promise is to stabilize, innovate, and build the early childhood system so Montana families and communities can thrive. We are a statewide early childhood organization, focused on increasing access to early care and education, supporting and strengthening families, uplifting voices, and empowering small businesses and communities to best support families with young children. We are nonpartisan and focused on solutions that work toward a Montana dedicated to every child.
-
At Zero to Five Montana, we work to merge policy and achievable solutions to enhance Montanas early childhood system. We recognize that meaningful change is achieved through concrete, collaborative actions aligned with long-term policy goals, adapting to the evolving needs of children and families across our state. We build momentum through grassroots advocacy, storytelling, and strategic collaboration at the community, state, tribal, and national levels. With nearly 1,000 local partnersincluding parents, providers, businesses, educators, and community coalitionswe are advancing a long-term movement for greater value and investment in early childhood. Our strong relationships with national, state, and local partners enable us to provide a well-informed perspective on a broad range of early childhood issues. As a convenor, connector, and communicator we drive a collective movement toward a shared vision for Montanas children and families. Our key objectives include: Convener: Facilitate strategies to advance early childhood priorities including leading coalitions such as the Montana Early Learning Alliance, the Montana Early Childhood Tribal Coalition, the Strong Start Alliance, and Montanas Early Childhood Network.Collaborator: Prioritize relationship-building across all aspects of our work. Through grassroots and grasstops strategies, we offer policy guidance, advocacy support, and capacity-building resources, including technical assistance, education, and trainings-working closely with local early childhood coalitions and supporting parent peer support groups in communities.Communicator: Serve as a trusted resource for policymakers and stakeholders by providing policy research, issue briefs, expert consultation, polling data, and compelling stories from across Montana. We ensure data and lived experiences are central to our messaging.Montana Child Care Business Connect (MCCBC), a program of Zero to Five Montana, is a statewide hub for child care business development and innovation. MCCBC was launched from American Rescue Plan Act (ARPA) funding through a competitive Montana Department of Public Health and Human Services (DPHHS) grant awarded in May 2022. This program is currently funded by the DPHHS through a Child Care Development Fund (CCDF) Business Supports Contract. MCCBC supports new and expanding child care providers, employers, and community initiatives to stabilize and grow Montanas early childhood system. Through peer mentoring, individual consultations, professional development, and a business focused online resource hub, child care business owners gain essential business skills. MCCBC also supports shared services for providers to access, including virtual care services. In 2025, MCCBC led to tangible outcomes for programs within the child care sector that engaged in the free services offered:New child care businesses: 7 new child care program starts, and 3 child care program expansions supportedIncreased child care capacity: Support services contributed to 155 new child care slotsEnhanced business knowledge: 57 professional development opportunities offered, with 31 home-based providers graduating from an intensive 10-week business focused series. 50 programs were supported through 2024 and 2025 in a Workforce Recruitment and Retention initiative where program leaders received technical assistance, resources, training, and support to develop, implement, and plan sustainability for effective recruitment and retention practices.Access to shared services: In 2025, 26 programs supported their staff by enrolling in AllyHealth Virtual Care services.Community focused work: 88 total community training and technical assistance meetings facilitated across multiple communities.By equipping child care business entrepreneurs with the tools to succeed, MCCBC has helped increase access to child care for Montana families and supported child care businesses to be more sustainable.MCCBC also supports community-led initiatives aimed at increasing the supply of early care and education slots and growing a robust early childhood system. The team offers ongoing, one-on-one, customizable technical assistance and training related to early childhood community development. Additionally, MCCBC facilitates an annual Community Child Care Capacity Building Cohort, prioritizing peer learning through the foundational stages of collaborative action. This model guides community groups through team building, data collection and analysis, solution-focused discussions, action planning, and more.Family Forward Montana In 2025, Zero to Five Montana advanced its Family Forward Montana initiative to support employer adoption of family-friendly workplace practices that improve retention and workforce stability. The program provided technical assistance, toolkits, and guidance to employers implementing policies such as flexible scheduling, paid leave, and employer-sponsored child care benefits.Family Forward Montana joined the Best Place for Working Parents network, giving employers access to an online self-assessment of ten research-backed policies and the opportunity to earn a real-time designation recognizing implementation of family-friendly practices. In 2025, 22 employers received the Best Place for Working Parents designation.To address workforce challenges related to child care, Zero to Five Montana, in partnership with the Montana Department of Public Health and Human Services Bright Futures Birth to Five Program, administered approximately $2 million in employer-sponsored child care grants. In 2025, 28 employers received subawards to implement solutions including tuition assistance, dependent care benefits, reserved child care slots, and onsite or near-site care.These efforts benefited an estimated 230 employees (estimate) by increasing access to child care and reducing barriers to workforce participation.The programs short-term objective is increasing employer adoption of family-friendly policies; its long-term objective is statewide implementation to strengthen Montanas workforce and economy.
Expenses $3,391,911
As filed on the 2025 return.
Listed in Part VII
-
Caitlin JensenCAITLIN JENSEN
Executive Dir.
- Total calculated
- $123,830
- From this org
- $119,591
- From related orgs
- $0
- Other
- $4,239
- Hours/week
- 40
-
Norilina HarvelNORILINA HARVEL
Dir. Operations
- Total calculated
- $107,052
- From this org
- $85,186
- From related orgs
- $0
- Other
- $21,866
- Hours/week
- 40
-
Jim FitzgeraldJIM FITZGERALD
President
- Total calculated
- $0
- Hours/week
- 1
-
Denise IncoronatoDENISE INCORONATO
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Jenna RhoadsJENNA RHOADS
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Krystal StewartKRYSTAL STEWART
finance chair
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
COUNTY OF TETON SD 28C
$140,000
EARLY CHILD CARE & EDUCATION
-
$140,000
EARLY CHILD CARE & EDUCATION
-
SUPERIOR SCHOOL DIST#3
$140,000
EARLY CHILD CARE & EDUCATION
-
$108,210
EARLY CHILD CARE & EDUCATION
-
JOLIET PUBLIC SCHOOLS
$100,000
EARLY CHILD CARE & EDUCATION
-
$99,530
EARLY CHILD CARE & EDUCATION
-
WINIFRED SCHOOL DIST
$88,146
EARLY CHILD CARE & EDUCATION
-
COUNTY OF TETON
$84,500
EARLY CHILD CARE & EDUCATION
-
LONE MTN LAND CO OPERATIONS
$84,500
EARLY CHILD CARE & EDUCATION
-
$82,500
EARLY CHILD CARE & EDUCATION
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 17 July 2026
- IRS schema version
- 2025v4.1
- Source object
- 202611989349301201
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.