Form 990 for tax year 2024
Filed by SOUTHWESTERN MONTANA FAMILY YMCA INC.
Totals
- Total revenue
- $1,007,463
- Total expenses
- $1,086,504
- Contributions and grants received
- $199,231
- Grants paid
- $94,540
- Program service revenue
- $769,347
- Investment income
- $19,135
- Other revenue
- $19,750
- Total assets, end of year
- $5,246,067
- Total liabilities, end of year
- $49,248
- Net assets or fund balances, end of year
- $5,196,819
- Program services expenses (Part IX)
- $889,883
- Management and general expenses
- $173,078
- Fundraising expenses
- $23,543
- Program service expenses (Part III)
- $889,883
Program services were 81.9% 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.
-
1a · Federated campaigns
$7,162
-
1e · Government grants (contributions)
$14,722
-
1f · All other contributions, gifts and grants
$177,347
-
2a · Program service revenue: MEMBERSHIP FEES
total $596,873 · related or exempt $596,873
-
2b · Program service revenue: PROGRAM FEES
total $172,474 · related or exempt $172,474
-
3 · Investment income
total $19,135 · excluded $19,135
-
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 $19,750 · related or exempt $19,750
-
11e · Other revenue, total
$19,750
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $94,540 · program services $94,540
-
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 $72,246 · program services $21,674 · management and general $37,423 · fundraising $13,149
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $384,150 · program services $313,920 · management and general $68,930 · fundraising $1,300
-
8 · Pension plan contributions
total $7,767 · program services $5,226 · management and general $1,815 · fundraising $726
-
9 · Other employee benefits
total $32,036 · program services $9,611 · management and general $16,018 · fundraising $6,407
-
10 · Payroll taxes
total $49,273 · program services $36,232 · management and general $11,481 · fundraising $1,560
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $2,707 · management and general $2,306 · fundraising $401
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $834 · management and general $834
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $860 · management and general $860
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $19,154 · program services $19,154
-
22 · Depreciation, depletion and amortization
total $146,609 · program services $146,609
-
23 · Insurance
total $35,565 · program services $35,565
-
24a · Other expenses: OCCUPANCY
total $104,925 · program services $104,925
-
24b · Other expenses: SUPPLIES
total $92,627 · program services $81,207 · management and general $11,420
-
24c · Other expenses: PROFESSIONAL FEES
total $18,922 · program services $15,672 · management and general $3,250
-
24d · Other expenses: LICENCES TAXES & FEES
total $17,574 · management and general $17,574
-
24e · All other expenses
total $6,715 · program services $5,548 · management and general $1,167
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $69,020 · end of year $154,790
-
2 · Savings and temporary cash investments
beginning of year $557,226 · end of year $539,119
-
3 · Pledges and grants receivable
beginning of year $62,040 · end of year $59,340
-
4 · Accounts receivable
beginning of year $27,686 · end of year $37,615
-
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
$6,316,751
-
10b · Land, buildings and equipment: accumulated depreciation
$1,861,548
-
10c · Land, buildings and equipment, net
beginning of year $4,601,812 · end of year $4,455,203
-
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 $0
-
17 · Accounts payable and accrued expenses
beginning of year $12,933 · end of year $15,980
-
19 · Deferred revenue
beginning of year $28,991 · end of year $33,268
-
27 · Net assets without donor restrictions
beginning of year $5,275,860 · end of year $5,196,819
Mission and programs · 2024
Mission
THE SOUTHWESTERN MONTANA FAMILY YMCA IS A CHARITABLE COMMUNITY SERVICE ORGANIZATION THAT INCLUDES MEN, WOMEN AND CHILDREN OF ALL AGES, ABILITIES, INCOME, RACES AND RELIGIONS. WE ARE DEDICATED TO BUILDING STRONG KIDS, STRONG FAMILIES AND STRONG COMMUNITIES BY PUTTING CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT PROMOTE HEALTHY LIFESTYLES, STRONG VALUES, LEADERSHIP DEVELOPMENT, COMMUNITY INTERACTION AND INTERNATIONAL UNDERSTANDING. ALL PERSONAS ARE WELCOME AT OUR YMCA, REGARDLESS OF THEIR ABILITY TO PAY. OUR YMCA IS FOUNDED AND LED BY VOLUNTEERS FROM OUR COMMUNITY; VOLUNTEERS ALSO SERVE AS MENTORS, COACHES, PROGRAM LEADERS, INSTRUCTORS AND MORE.
-
Healthy Living The YMCA is a leading voice on health and well-being. We bring families closer together, encourage good health and foster connections through fitness, sports, fun and shared interests. As a result, people in our community are receiving the support, guidance and resources they need to achieve greater health in spirit, mind and body. This is particularly important as our nation struggles with an obesity crisis, families struggle with work/life balance and individuals search for personal fulfillment.
Expenses $614,543 · Grants $81,389 · Revenue $596,873
-
Youth Development Our YMCA is committed to nurturing the potential of every child and teen. We believe that all kids deserve the opportunity to discover who they are and what they can achieve. That is why we help young people cultivate the values, skills and relationships that lead to positive behaviors, better health and educational achievement. Our YMCA programs, such as youth sports, summer camp, after school, and youth government, offer a range of experiences that enrich cognitive, social, physical and emotional growth
Expenses $275,340 · Grants $13,151 · Revenue $172,474
As filed on the 2024 return.
Listed in Part VII
-
Todd RouseTODD ROUSE
Executive Direc
- Total calculated
- $72,246
- From this org
- $72,246
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Julie JamesJULIE JAMES
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Marv FurnandizMARV FURNANDIZ
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Shane PuyearSHANE PUYEAR
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Keith HandlosKEITH HANDLOS
President
- 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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 21 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513259349301116
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