Totals
- Total revenue
- $2,363,884
- Total expenses
- $2,188,511
- Contributions and grants received
- $0
- Grants paid
- $64,234
- Program service revenue
- $2,209,113
- Investment income
- $94,915
- Other revenue
- $59,856
- Total assets, end of year
- $3,000,819
- Total liabilities, end of year
- $1,051,572
- Net assets or fund balances, end of year
- $1,949,247
- Program services expenses (Part IX)
- $1,399,973
- Management and general expenses
- $788,538
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,399,973
Program services were 64.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JEREMY PRESTA
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
LINDSAY BEATY
VICE-CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
LESLIE WOMACK
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
TOM BOOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JACK LAWSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANNAMARIE DEYOUNG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DARCI PARSONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GERRY SINGLETON
CEO
- Total calculated
- $455,385
- From this org
- $296,877
- From related orgs
- $0
- Other
- $158,508
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $285,171
- Bonus
- $8,868
- Other
- $2,838
- Deferred
- $156,608
- Nontaxable benefits
- $1,900
- Filer's total
- $455,385
-
KAREN SMITH
SVP-CHIEF ADVOCACY OFFICER
- Total calculated
- $131,630
- From this org
- $120,593
- From related orgs
- $0
- Other
- $11,037
- Hours/week
- 40
-
RANEL SMITH
VP-RELATIONSHIP MGMT
- Total calculated
- $110,876
- From this org
- $101,017
- From related orgs
- $0
- Other
- $9,859
- 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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- PART I, LINE 3
- THE CEO HAS A WRITTEN EMPLOYMENT CONTRACT THAT IS APPROVED BY THE BOARD.
- PART I, LINE 4B
- THE ORGANIZATION SPONSORS A 457(B) PLAN FOR THE CEO. THE VALUE OF THE PLAN AT DECEMBER 31, 2024 WAS $36,854. THE ORGANIZATION ALSO HAS A 457(F) FOR THE CEO. THE TOTAL ACCRUED AMOUNTS REFLECTED IN PART II COLUMN C INCLUDES $112,930 APPLICABLE TO THIS 457(F) PLAN. THE VALUE OF THE PLAN AT DECEMBER 31, 2024 WAS $28,849.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
OPERATIONAL USE
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
MONTANA CREDIT UNIONS FOR COMMUNITY DEVELOPMENT
501(C)(3) · PROMOTING COMMUNITY DEVELOPMENT AND FINANCIAL EDUCATION IN MONTANA · MT
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · SERVICE AND SUPPLY SALES TO CREDIT UNIONS · MT · 100% owned
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 30 May 2025
- IRS schema version
- 2024v5.1
- Source object
- 202531569349301243
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