Totals
- Total revenue
- $2,674,004
- Total expenses
- $3,126,104
- Contributions and grants received
- $1,211,672
- Grants paid
- $2,710,448
- Program service revenue
- $1,084,010
- Investment income
- $377,932
- Other revenue
- $390
- Total assets, end of year
- $14,306,716
- Total liabilities, end of year
- $197,901
- Net assets or fund balances, end of year
- $14,108,815
- Program services expenses (Part IX)
- $2,790,077
- Management and general expenses
- $336,027
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,790,077
Program services were 89.3% 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.
-
1f · All other contributions, gifts and grants
$1,211,672
-
2a · Program service revenue: Furnace Saftey Program
total $139,578 · related or exempt $139,578
-
2b · Program service revenue: USB Contracts
total $944,432 · related or exempt $944,432
-
3 · Investment income
total $377,932 · excluded $377,932
-
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: Other Income
total $390 · related or exempt $390
-
11e · Other revenue, total
$390
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,710,448 · program services $2,710,448
-
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 $121,361 · program services $28,763 · management and general $92,598
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $72,771 · program services $17,247 · management and general $55,524
-
8 · Pension plan contributions
total $16,474 · program services $3,904 · management and general $12,570
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $15,638 · program services $3,706 · management and general $11,932
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $5,350 · management and general $5,350
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $33,843 · program services $23,149 · management and general $10,694
-
11g · Fees: other
total $81,600 · management and general $81,600
-
12 · Advertising and promotion
total $14,300 · program services $2,860 · management and general $11,440
-
13 · Office expenses
total $3,424 · management and general $3,424
-
14 · Information technology
total $3,770 · management and general $3,770
-
15 · Royalties
total $0
-
16 · Occupancy
total $7,050 · management and general $7,050
-
17 · Travel
total $6,191 · management and general $6,191
-
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 $1,432 · management and general $1,432
-
24a · Other expenses: Miscellaneous
total $22,196 · management and general $22,196
-
24b · Other expenses: Telephone
total $2,993 · management and general $2,993
-
24c · Other expenses: Postage and Shipping
total $2,533 · management and general $2,533
-
24d · Other expenses: Dues and Subscriptions
total $2,524 · management and general $2,524
-
24e · All other expenses
total $2,206 · management and general $2,206
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $106,174 · end of year $100,584
-
2 · Savings and temporary cash investments
beginning of year $4,521,574 · end of year $563,646
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $123,544 · end of year $26,486
-
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
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$8,324
-
10b · Land, buildings and equipment: accumulated depreciation
$8,324
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $8,501,582 · end of year $13,616,000
-
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 $0
-
17 · Accounts payable and accrued expenses
beginning of year $131,396 · end of year $197,901
-
27 · Net assets without donor restrictions
beginning of year $8,717,491 · end of year $10,398,687
-
28 · Net assets with donor restrictions
beginning of year $4,403,987 · end of year $3,710,128
Mission and programs · 2023
Mission
Montanans helping neighbors faced with energy emergencies maintaining their self-reliance. Energy Share of Montana provides energy assistance and help for Montana families for emergency heating needs through bill assistance, furnace and water heater safety and efficiency.
-
Energy Share of Montanas primary focus is emergency bill assistance: helping Montanans who face no-heat situations in their homes and have no resources to pay the bills themselves. Applications are reviewed on an individual basis, and applicants are asked to explain their circumstances leading to their need for assistance. In most cases households are helped not more than once every five years or up to $1,400 in assistance. Energy Share of Montana uses private donationsand universal systems benefits (USB) funds to fund emergency bill assistance.
Expenses $1,783,631 · Grants $1,783,631 · Revenue $944,432
-
Other program services include the Appliance Replacement and Baseload Reduction (ARBR) program and the Habitat Partnership program.
Expenses $612,025 · Grants $532,396
-
The weatherization program uses donations from individuals and donated UBS funds from Energy West and Montana-Dakota Utilities to maximize energy savings by performing cost-effective weatherization measures such as work on walls, outside air infiltration, windows, attics, crawl spaces, doors, and heating system repairs to make furnaces more efficient or altogether safe. Energy audits are conducted to determine what measures are needed the most. Measures that maximize energy savings are installed, and in no case will measures be installed that have a savings to investment ration (SIR) of less than 1.0.
Expenses $269,894 · Grants $269,894 · Revenue $214,701
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Rachel Haberman
Executive Dir.
- Total calculated
- $121,361
- From this org
- $121,361
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Roxanne Klingensmith
President
- Total calculated
- $0
- Hours/week
- 0.1
-
Kim Kucera
Vice President
- Total calculated
- $0
- Hours/week
- 0.1
-
Brian Taylor
Treasurer
- Total calculated
- $0
- Hours/week
- 0
-
Brandy Powers
Secretary
- Total calculated
- $0
- Hours/week
- 0.1
-
Geraldine Custer
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Greg Jergeson
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Jessie Luther
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Teresa Miller
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Ken Morrison
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Thor Nelson
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Charlie Rehbein
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Karla Seaman
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Tina Shorten
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Sarah Solomon
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Lori St Aubin
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Corey Medved
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Jason Nasby
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Monti Wetsch
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Mark Vinger
Director
- Total calculated
- $0
- Hours/week
- 0.1
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
-
$739,394
Bill assist, Effic, and Weath, furn
-
$682,673
Bill assist, Effic, and Weath, furn
-
$294,333
Bill assist, Energy Effic, and Weat
-
$267,506
Bill assist, and energy efficiency
-
$241,432
Bill assist, and energy efficiency
-
$115,226
Emergency bill, furnace saftey
-
$83,865
Bill assist, Energy Effic, and Weat
-
$76,852
Emergency bill assistance
-
$72,455
Emergency bill assistance
-
$64,937
Bill assist, Energy Effic, and Weat
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 30 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540309349301339
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.