Totals
- Total revenue
- $342,441
- Total expenses
- $479,441
- Contributions and grants received
- $359,737
- Grants paid
- $0
- Program service revenue
- $3,544
- Investment income
- $18,298
- Other revenue
- -$39,138
- Total assets, end of year
- $2,923,472
- Total liabilities, end of year
- $98,260
- Net assets or fund balances, end of year
- $2,825,212
- Program services expenses (Part IX)
- $391,362
- Management and general expenses
- $60,168
- Fundraising expenses
- $27,911
- Program service expenses (Part III)
- $391,362
Program services were 81.6% 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.
-
1a · Federated campaigns
$282
-
1b · Membership dues
$1,067
-
1c · Fundraising events
$53,525
-
1e · Government grants (contributions)
$89,746
-
1f · All other contributions, gifts and grants
$215,117
-
2a · Program service revenue: CONFERENCE
total $3,544 · related or exempt $3,544
-
3 · Investment income
total $9,219 · excluded $9,219
-
6a · Gross rents
real property $79,229
-
6b · Less rental expenses
real property $115,505
-
6c · Rental income or loss
real property -$36,276
-
6d · Net rental income or loss
total -$36,276 · unrelated business -$36,276
-
7a · Gross sales of assets other than inventory
securities $229,586
-
7b · Less cost or other basis and sales expenses
securities $220,507
-
7c · Gain or loss
securities $9,079
-
7d · Net gain or loss
total $9,079 · excluded $9,079
-
8a · Fundraising events: gross income
$53,274
-
8a · Fundraising events: contributions included on line 1c
$53,525
-
8b · Fundraising events: direct expenses
$58,706
-
8c · Net income from fundraising events
total -$5,432 · excluded -$5,432
-
11a · Other revenue: MISCELLANEOUS
total $2,570 · related or exempt $2,570
-
11e · Other revenue, total
$2,570
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $94,350 · program services $66,045 · management and general $9,435 · fundraising $18,870
-
7 · Other salaries and wages
total $70,751 · program services $60,138 · management and general $3,538 · fundraising $7,075
-
10 · Payroll taxes
total $12,630 · program services $10,104 · management and general $1,010 · fundraising $1,516
-
11c · Fees: accounting
total $23,755 · management and general $23,755
-
11f · Fees: investment management
total $2,456 · program services $2,456
-
12 · Advertising and promotion
total $371 · program services $371
-
13 · Office expenses
total $11,493 · program services $5,122 · management and general $6,371
-
14 · Information technology
total $11,304 · program services $5,574 · management and general $5,730
-
16 · Occupancy
total $9,000 · program services $4,500 · management and general $4,050 · fundraising $450
-
17 · Travel
total $16,829 · program services $13,763 · management and general $3,066
-
19 · Conferences, conventions and meetings
total $43,825 · program services $43,825
-
22 · Depreciation, depletion and amortization
total $1,530 · program services $765 · management and general $765
-
23 · Insurance
total $2,435 · program services $1,947 · management and general $488
-
24a · Other expenses: EDUCATIONAL PROGRAMS
total $169,855 · program services $169,855
-
24b · Other expenses: TRAINING
total $6,605 · program services $6,605
-
24c · Other expenses: BOARD EXPENSES
total $1,909 · management and general $1,909
-
24d · Other expenses: MISCELLANEOUS
total $242 · program services $242
-
24e · All other expenses
total $101 · program services $50 · management and general $51
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $169,620 · end of year $52,343
-
2 · Savings and temporary cash investments
beginning of year $145,398 · end of year $62,764
-
7 · Other notes and loans receivable
end of year $28,941
-
9 · Prepaid expenses and deferred charges
beginning of year $1,080 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$86,441
-
10b · Land, buildings and equipment: accumulated depreciation
$38,838
-
10c · Land, buildings and equipment, net
beginning of year $49,133 · end of year $47,603
-
11 · Investments: publicly traded securities
beginning of year $320,924 · end of year $491,384
-
12 · Investments: other securities
beginning of year $2,276,713 · end of year $2,240,437
-
17 · Accounts payable and accrued expenses
beginning of year $58,647 · end of year $98,260
-
27 · Net assets without donor restrictions
beginning of year $2,714,221 · end of year $2,635,212
-
28 · Net assets with donor restrictions
beginning of year $190,000 · end of year $190,000
Mission and programs · 2024
Mission
NAMI MONTANA ACCOMPLISHES ITS MISSION OF SUPPORTING, EDUCATING, AND ADVOCATING FOR MONTANANS WITH SERIOUS MENTAL ILLNESS BY:1. HELPING CONCERNED FAMILIES AND FRIENDS START UP LOCAL SUPPORT, EDUCATION, AND ADVOCACY GROUPS.2. EDUCATING THE PUBLIC TO DISPEL MISPERCEPTIONS AND OVERCOME THE STIGMA ASSOCIATED WITH MENTAL ILLNESS.3. ADVOCATING FOR THE INTERESTS OF PERSONS WITH MENTAL ILLNESS, INCLUDING ADVOCACY FOR ENLIGHTENED AND EFFECTIVE LAWS AND ADEQUATE FUNDING FOR SERVICES.
Activities or mission (Part I)
TO IMPROVE THE LIVES OF THOSE AFFECTED BY MENTAL ILLNESS.
-
TO ADVOCATE ON BEHALF OF CONSUMERS AND FAMILY MEMBERS, TO PROVIDE EDUCATION, AND TO OFFER SUPPORT GROUPS FOR FAMILIES AND CONSUMERS ACROSS THE STATE.
Expenses $391,362 · Revenue $6,114
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Tami BrandtTAMI BRANDT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Gary MihelishGARY MIHELISH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Eileen LoweryEILEEN LOWERY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Julie DoyleJULIE DOYLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Monique CasbeerMONIQUE CASBEER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sandra MihelishSANDRA MIHELISH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Terry BallTERRY BALL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tiffany HansonTIFFANY HANSON
PRESIDENT, TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Tom PelusoTOM PELUSO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Erin OlsonERIN OLSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Diane Van AukenDIANE VAN AUKEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Suzin KratinaSUZIN KRATINA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Crystal LauferCRYSTAL LAUFER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mary McCourtMARY MCCOURT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mary Karen MarekMARY KAREN MAREK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Shawna LockhartSHAWNA LOCKHART
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cory SonnemannCORY SONNEMANN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Matt KuntzMATT KUNTZ
EXECUTIVE DIRECTOR
- Total calculated
- $94,350
- From this org
- $94,350
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
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
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
HELENA AND ROBERTS LLC
RENTAL · MT · income $79,229 · assets $2,240,437
Directly controlled by NAMI MONTANA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 23 May 2025
- IRS schema version
- 2024v5.1
- Source object
- 202531499349301123
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