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Nonprofiteer
← ENERGY SHARE OF MONTANA INC

Form 990 for tax year 2022

Filed by ENERGY SHARE OF MONTANA INC.

Totals

Total revenue
$2,608,451
Total expenses
$2,042,848
Contributions and grants received
$1,067,326
Grants paid
$1,728,995
Program service revenue
$1,297,463
Investment income
$243,617
Other revenue
$45
Total assets, end of year
$13,252,874
Total liabilities, end of year
$131,396
Net assets or fund balances, end of year
$13,121,478
Program services expenses (Part IX)
$1,805,956
Management and general expenses
$236,892
Fundraising expenses
$0
Program service expenses (Part III)
$1,805,956

Program services were 88.4% 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

    $1,067,326

  • 2a · Program service revenue: USB Contracts

    total $1,084,411 · related or exempt $1,084,411

  • 2b · Program service revenue: Furnace Safety Program

    total $213,052 · related or exempt $213,052

  • 3 · Investment income

    total $238,739 · excluded $238,739

  • 7a · Gross sales of assets other than inventory

    securities $12,500

  • 7b · Less cost or other basis and sales expenses

    securities $7,622

  • 7c · Gain or loss

    securities $4,878

  • 7d · Net gain or loss

    total $4,878 · excluded $4,878

  • 11a · Other revenue: Other Income

    total $45 · excluded $45

  • 11e · Other revenue, total

    $45

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,728,995 · program services $1,728,995

  • 5 · Compensation of officers, directors and key employees

    total $135,266 · management and general $135,266

  • 7 · Other salaries and wages

    total $52,997 · program services $52,997

  • 8 · Pension plan contributions

    total $16,399 · management and general $16,399

  • 10 · Payroll taxes

    total $20,022 · management and general $20,022

  • 11c · Fees: accounting

    total $10,275 · management and general $10,275

  • 12 · Advertising and promotion

    total $16,371 · program services $3,274 · management and general $13,097

  • 13 · Office expenses

    total $8,609 · program services $799 · management and general $7,810

  • 14 · Information technology

    total $4,512 · management and general $4,512

  • 16 · Occupancy

    total $6,300 · management and general $6,300

  • 17 · Travel

    total $5,455 · management and general $5,455

  • 23 · Insurance

    total $1,747 · management and general $1,747

  • 24a · Other expenses: Bank and investment fee

    total $29,077 · program services $19,891 · management and general $9,186 · fundraising $0

  • 24b · Other expenses: Equipment

    total $2,990 · program services $0 · management and general $2,990 · fundraising $0

  • 24c · Other expenses: Dues and Subscriptions

    total $1,774 · program services $0 · management and general $1,774 · fundraising $0

  • 24d · Other expenses: Volunteer recognition

    total $1,215 · program services $0 · management and general $1,215 · fundraising $0

  • 24e · All other expenses

    total $844 · management and general $844

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $189,166 · end of year $106,174

  • 2 · Savings and temporary cash investments

    beginning of year $3,998,986 · end of year $4,521,574

  • 4 · Accounts receivable

    beginning of year $117,871 · end of year $123,544

  • 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

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $7,527,002 · end of year $8,501,582

  • 17 · Accounts payable and accrued expenses

    beginning of year $56,886 · end of year $131,396

  • 27 · Net assets without donor restrictions

    beginning of year $8,005,059 · end of year $8,717,491

  • 28 · Net assets with donor restrictions

    beginning of year $3,771,080 · end of year $4,403,987

Mission and programs · 2022

Mission

Montanans helping neighbors faced with energy emergencies maintain 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.

Activities or mission (Part I)

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 hot water safety and efficiency.

  • Energy Share of Montana's primary focus is emergency bill assistance: helping Monanans 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 donations and universal systems benefits (USB) funds to fund emergency bill assistance.

    Expenses $931,643 · Grants $931,643 · Revenue $1,084,411

  • Other program services include the refigerator replacement program, fuel fund program, and other related expenses.

    Expenses $340,888 · Grants $263,927

  • 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 $357,842 · Grants $357,842

  • The furnace safety program uses donated USB funds from Energy West and Montana-Dakota Utilities for their customers who have unsafe furnaces or water heaters. The objective is to help people who can't afford to pay for needed work on furnances or water heaters. The appliances are examined, if possible they are repaired; otherwise they are replaced with a more energy-efficient model.

    Expenses $175,583 · Grants $175,583 · Revenue $213,052

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

Listed in Part VII

  • 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
    0.1

  • 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

  • Rachel Haberman

    Executive Director

    Total calculated
    $116,090
    From this org
    $116,090
    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 November 2023
IRS schema version
2022v5.0
Source object
202343189349303409

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

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