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← MONTANA HISTORY FOUNDATION

Form 990 for tax year 2022

Filed by MONTANA HISTORY FOUNDATION.

Totals

Total revenue
$1,576,959
Total expenses
$1,436,158
Contributions and grants received
$882,440
Grants paid
$226,733
Program service revenue
$0
Investment income
$156,957
Other revenue
$537,562
Total assets, end of year
$9,398,884
Total liabilities, end of year
$638,633
Net assets or fund balances, end of year
$8,760,251
Program services expenses (Part IX)
$1,115,569
Management and general expenses
$192,033
Fundraising expenses
$128,556
Program service expenses (Part III)
$1,115,569

Program services were 77.7% 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.

  • 1f · All other contributions, gifts and grants

    $882,440

  • 1g · Noncash contributions included above

    $38,745

  • 3 · Investment income

    total $156,957 · excluded $156,957

  • 5 · Royalties

    total $333,100 · excluded $333,100

  • 6a · Gross rents

    real property $173,461

  • 6b · Less rental expenses

    real property $55,869

  • 6c · Rental income or loss

    real property $117,592

  • 6d · Net rental income or loss

    total $117,592 · related or exempt $117,592

  • 11a · Other revenue: MANAGEMENT FEE

    total $86,870 · related or exempt $86,870

  • 11e · Other revenue, total

    $86,870

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $226,733 · program services $226,733

  • 5 · Compensation of officers, directors and key employees

    total $132,187 · program services $79,312 · management and general $39,656 · fundraising $13,219

  • 7 · Other salaries and wages

    total $247,723 · program services $146,584 · management and general $52,600 · fundraising $48,539

  • 9 · Other employee benefits

    total $41,966 · program services $24,953 · management and general $10,191 · fundraising $6,822

  • 10 · Payroll taxes

    total $32,581 · program services $19,373 · management and general $7,911 · fundraising $5,297

  • 11c · Fees: accounting

    total $83,311 · program services $49,536 · management and general $20,231 · fundraising $13,544

  • 11f · Fees: investment management

    total $35,350 · program services $21,019 · management and general $8,583 · fundraising $5,748

  • 11g · Fees: other

    total $4,038 · program services $2,401 · management and general $981 · fundraising $656

  • 12 · Advertising and promotion

    total $50,000 · program services $29,730 · management and general $12,142 · fundraising $8,128

  • 13 · Office expenses

    total $11,986 · program services $7,125 · management and general $2,912 · fundraising $1,949

  • 14 · Information technology

    total $16,434 · program services $9,772 · management and general $3,990 · fundraising $2,672

  • 17 · Travel

    total $12,879 · program services $7,658 · management and general $3,127 · fundraising $2,094

  • 19 · Conferences, conventions and meetings

    total $6,104 · program services $3,630 · management and general $1,482 · fundraising $992

  • 22 · Depreciation, depletion and amortization

    total $41,478 · program services $24,662 · management and general $10,073 · fundraising $6,743

  • 23 · Insurance

    total $11,473 · program services $6,822 · management and general $2,786 · fundraising $1,865

  • 24a · Other expenses: OTHER PROJECTS

    total $418,625 · program services $418,625

  • 24b · Other expenses: PRINTING

    total $27,522 · program services $16,365 · management and general $6,683 · fundraising $4,474

  • 24c · Other expenses: MISCELLANEOUS

    total $26,667 · program services $15,858 · management and general $6,475 · fundraising $4,334

  • 24d · Other expenses: TAXES

    total $2,733 · program services $1,625 · management and general $664 · fundraising $444

  • 24e · All other expenses

    total $6,368 · program services $3,786 · management and general $1,546 · fundraising $1,036

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $12,287 · end of year $17,552

  • 2 · Savings and temporary cash investments

    beginning of year $1,079,365 · end of year $1,193,666

  • 3 · Pledges and grants receivable

    beginning of year $42,000

  • 4 · Accounts receivable

    beginning of year $1,500

  • 7 · Other notes and loans receivable

    beginning of year $29,000 · end of year $29,000

  • 8 · Inventories for sale or use

    beginning of year $20,812 · end of year $13,443

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,205 · end of year $9,032

  • 10a · Land, buildings and equipment: cost or other basis

    $1,587,439

  • 10b · Land, buildings and equipment: accumulated depreciation

    $741,590

  • 10c · Land, buildings and equipment, net

    beginning of year $851,418 · end of year $845,849

  • 11 · Investments: publicly traded securities

    beginning of year $6,302,304 · end of year $6,913,150

  • 15 · Other assets

    beginning of year $377,192 · end of year $377,192

  • 17 · Accounts payable and accrued expenses

    beginning of year $91,661 · end of year $153,646

  • 25 · Other liabilities

    beginning of year $469,583 · end of year $484,987

  • 27 · Net assets without donor restrictions

    beginning of year $2,003,403 · end of year $1,776,497

  • 28 · Net assets with donor restrictions

    beginning of year $6,160,436 · end of year $6,983,754

Mission and programs · 2022

Mission

PROVIDE DEVELOPMENT AND ADVISORY LEADERSHIP FOR ORGANIZATIONS DEDICATED TO THE PRESERVATION OF MONTANA'S HISTORY AND CULTURE.

Activities or mission (Part I)

PROVIDES LEADERSHIP AND RAISES FUNDS TO HELP ORGANIZATIONS PRESERVE MONTANA'S HERITAGE RESOURCES.

  • FUND RAISING AND GRANTING OF AWARDS TO PROMOTE AND PRESERVE MONTANA HISTORY THROUGHOUT THE STATE.

    Expenses $577,673 · Grants $226,733 · Revenue $204,462

  • SUPPORT MONTANA HERITAGE COMMISSION OPERATIONS AND PROJECTS INCLUDING THE PIONEER FUND, VIRGINIA CITY/NEVADA CITY PROJECTS, AND THE RESTORATION OF STONEWALL HALL.

    Expenses $269,581

  • MONTANA HISTORICAL SOCIETY PROJECTS

    Expenses $33,314

  • EXPENDITURES TO SUPPORT OTHER MONTANA HISTORICAL PROJECTS

    Expenses $235,001

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Brenda Peterson

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Chase Hibbard

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Mike Dalton

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Helena Maclay

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Debora Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Llane Carroll

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tim Gordon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Monty Lesh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Beth McFarland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mike O'Neill

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bruce Parker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Charlene Porsild

    PRESIDENT/CEO

    Total calculated
    $127,142
    From this org
    $127,142
    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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
14 December 2023
IRS schema version
2022v5.0
Source object
202303499349301565

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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