Totals
- Total revenue
- $936,083
- Total expenses
- $597,141
- Contributions and grants received
- $934,505
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $1,578
- Total assets, end of year
- $1,098,718
- Total liabilities, end of year
- $54,729
- Net assets or fund balances, end of year
- $1,043,989
- Program services expenses (Part IX)
- $459,329
- Management and general expenses
- $108,910
- Fundraising expenses
- $28,902
- Program service expenses (Part III)
- $459,329
Program services were 76.9% 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
$934,505
-
1g · Noncash contributions included above
$700
-
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
-
10a · Gross sales of inventory
$116
-
10b · Cost of goods sold
$90
-
10c · Net income from sales of inventory
total $26 · excluded $26
-
11a · Other revenue: OTHER
total $1,552 · related or exempt $1,552
-
11e · Other revenue, total
$1,552
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
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 $21,505 · program services $16,508 · management and general $3,055 · fundraising $1,942
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $292,808 · program services $236,716 · management and general $37,837 · fundraising $18,255
-
8 · Pension plan contributions
total $35,939 · management and general $35,939
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $27,002 · program services $21,763 · management and general $3,498 · fundraising $1,741
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $57,897 · program services $57,082 · management and general $815
-
11c · Fees: accounting
total $28,912 · program services $13,763 · management and general $14,104 · fundraising $1,045
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $38,983 · program services $38,069 · management and general $306 · fundraising $608
-
12 · Advertising and promotion
total $1,687 · program services $1,334 · management and general $49 · fundraising $304
-
13 · Office expenses
total $9,825 · program services $9,125 · fundraising $700
-
14 · Information technology
total $6,536 · program services $3,677 · management and general $2,674 · fundraising $185
-
15 · Royalties
total $0
-
16 · Occupancy
total $45,974 · program services $37,281 · management and general $5,744 · fundraising $2,949
-
17 · Travel
total $6,842 · program services $6,517 · management and general $325
-
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 $3,714 · management and general $3,714
-
24a · Other expenses: FACILITIES RENTAL AND CATERING
total $8,634 · program services $8,550 · fundraising $84
-
24b · Other expenses: SUPPLIES
total $7,647 · program services $6,877 · management and general $556 · fundraising $214
-
24c · Other expenses: Printing and Publications
total $2,472 · program services $1,591 · management and general $159 · fundraising $722
-
24d · Other expenses: Postage and Shipping
total $764 · program services $476 · management and general $135 · fundraising $153
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,033,914 · end of year $887,942
-
2 · Savings and temporary cash investments
beginning of year $38,949 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $83,000 · end of year $40,000
-
4 · Accounts receivable
end of year $0
-
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 $796
-
9 · Prepaid expenses and deferred charges
end of year $0
-
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
end of year $169,980
-
25 · Other liabilities
beginning of year $450,816 · end of year $54,729
-
27 · Net assets without donor restrictions
beginning of year $601,740 · end of year $1,003,989
-
28 · Net assets with donor restrictions
beginning of year $103,307 · end of year $40,000
Mission and programs · 2022
Mission
EDUCATE, ENGAGE AND ORGANIZE YOUNG MONTANANS TO SHAPE THEIR DEMOCRACY TO IMPROVE THEIR LIVES AND THE LIVES OF FELLOW MONTANANS.
-
LEADERSHIP DEVELOPMENTIn 2022, we graduated over 28 community organizing fellows and high school fellows from across the state. Fellows go through a robust curriculum that provides weekly training on community organizing and civic engagement. Fellows lead on a final project that connects their interests to meaningful change in their communities.
Expenses $312,479
-
STRENGTHENING DEMOCRACYFoward Montana Foundation engaged young Montanans during the state redistricting process to advocate for fair maps. We also were a plaintiff in a voting rights trial; in early fall the District Court sided with us and struck down the laws in question.
Expenses $93,067
-
VOTER REGISTRATION AND MOBILIZATIONForward Montana Foundation registered 2,903 voters, through in-person and online tactics. You could reliably find our staff and volunteers with clipboards in hand registering Montanans to vote at farmers markets, campuses, concerts, and state-wide events. Most notably, we hosted National Voter Registration Day in 23 locations across the state. Ahead of the general election, Forward Montana Foundation collaborated with partners to staff a voter hotline to answer questions about voter registration, in-person and absentee voting, and voter identification requirements. On Election Day, staff supported long lines in Missoula, Gallatin, and Yellowstone Counties by handing out hot chocolate and snacks to voters.
Expenses $53,783
As filed on the 2022 return.
Listed in Part VII
-
Kiersten IwaiKIERSTEN IWAI
Executive Dir.
- Total calculated
- $76,772
- From this org
- $0
- From related orgs
- $71,684
- Other
- $5,088
- Hours/week
- 12 + 28 related
-
Nicki BaileyNICKI BAILEY
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Debi LombardiDEBI LOMBARDI
Secretary
- Total calculated
- $0
- Hours/week
- 0.5
-
Abbie BandstraABBIE BANDSTRA
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Emily AllisonEMILY ALLISON
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Jeremy OsbornJEREMY OSBORN
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Preston ParishPRESTON PARISH
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Rachel GarwinRACHEL GARWIN
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Ella CurrierELLA CURRIER
Vice President
- Total calculated
- $0
- Hours/week
- 0.5
-
Remya NairREMYA NAIR
President
- Total calculated
- $0
- Hours/week
- 1
-
Josh OlsonJOSH OLSON
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Mary BlankenbakerMARY BLANKENBAKER
Director
- Total calculated
- $0
- Hours/week
- 0.5
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.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 16 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202332289349301133
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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