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Nonprofiteer
← NAMI MONTANA

Form 990 for tax year 2025

Filed by NAMI MONTANA.

Totals

Total revenue
$710,521
Total expenses
$551,686
Contributions and grants received
$758,772
Grants paid
$0
Program service revenue
$10,905
Investment income
$16,270
Other revenue
-$75,426
Total assets, end of year
$3,087,841
Total liabilities, end of year
$99,588
Net assets or fund balances, end of year
$2,988,253
Program services expenses (Part IX)
$460,708
Management and general expenses
$61,892
Fundraising expenses
$29,086
Program service expenses (Part III)
$460,708

Program services were 83.5% 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

    $282

  • 1b · Membership dues

    $82

  • 1c · Fundraising events

    $70,697

  • 1e · Government grants (contributions)

    $246,342

  • 1f · All other contributions, gifts and grants

    $441,369

  • 2a · Program service revenue: CONFERENCE

    total $10,905 · related or exempt $10,905

  • 3 · Investment income

    total $12,137 · excluded $12,137

  • 6a · Gross rents

    real property $95,053

  • 6b · Less rental expenses

    real property $118,343

  • 6c · Rental income or loss

    real property -$23,290

  • 6d · Net rental income or loss

    total -$23,290 · unrelated business -$23,290

  • 7a · Gross sales of assets other than inventory

    securities $15,658

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

    securities $11,525

  • 7c · Gain or loss

    securities $4,133

  • 7d · Net gain or loss

    total $4,133 · excluded $4,133

  • 8a · Fundraising events: gross income

    $8,974

  • 8a · Fundraising events: contributions included on line 1c

    $70,697

  • 8b · Fundraising events: direct expenses

    $66,580

  • 8c · Net income from fundraising events

    total -$57,606 · excluded -$57,606

  • 11a · Other revenue: MISCELLANEOUS

    total $5,470 · related or exempt $5,470

  • 11e · Other revenue, total

    $5,470

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $94,342 · program services $66,039 · management and general $9,435 · fundraising $18,868

  • 7 · Other salaries and wages

    total $65,572 · program services $55,736 · management and general $3,279 · fundraising $6,557

  • 10 · Payroll taxes

    total $12,248 · program services $9,799 · management and general $979 · fundraising $1,470

  • 11c · Fees: accounting

    total $22,075 · management and general $22,075

  • 11f · Fees: investment management

    total $3,713 · program services $3,713

  • 12 · Advertising and promotion

    total $14,960 · program services $14,960

  • 13 · Office expenses

    total $8,459 · program services $4,365 · management and general $3,786 · fundraising $308

  • 14 · Information technology

    total $17,228 · program services $8,599 · management and general $8,629

  • 16 · Occupancy

    total $26,000 · program services $13,000 · management and general $11,700 · fundraising $1,300

  • 17 · Travel

    total $1,053 · program services $842 · management and general $211

  • 19 · Conferences, conventions and meetings

    total $105,938 · program services $105,938

  • 22 · Depreciation, depletion and amortization

    total $1,397 · program services $699 · management and general $698

  • 23 · Insurance

    total $3,926 · program services $3,141 · management and general $785

  • 24a · Other expenses: EDUCATIONAL PROGRAMS

    total $168,045 · program services $168,045

  • 24b · Other expenses: TRAINING

    total $5,152 · program services $5,152

  • 24c · Other expenses: MISCELLANEOUS

    total $679 · program services $679

  • 24d · Other expenses: OTHER EXPENSES-FNDRSNG-

    total $583 · fundraising $583

  • 24e · All other expenses

    total $316 · program services $1 · management and general $315

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $52,343 · end of year $301,065

  • 2 · Savings and temporary cash investments

    beginning of year $62,764 · end of year $43,565

  • 7 · Other notes and loans receivable

    beginning of year $28,941 · end of year $67,039

  • 10a · Land, buildings and equipment: cost or other basis

    $86,441

  • 10b · Land, buildings and equipment: accumulated depreciation

    $40,235

  • 10c · Land, buildings and equipment, net

    beginning of year $47,603 · end of year $46,206

  • 11 · Investments: publicly traded securities

    beginning of year $491,384 · end of year $412,701

  • 12 · Investments: other securities

    beginning of year $2,240,437 · end of year $2,217,265

  • 17 · Accounts payable and accrued expenses

    beginning of year $98,260 · end of year $99,588

  • 27 · Net assets without donor restrictions

    beginning of year $2,635,212 · end of year $2,798,253

  • 28 · Net assets with donor restrictions

    beginning of year $190,000 · end of year $190,000

Mission and programs · 2025

Mission

NAMI MONTANA ACCOMPLISHES ITS MISSION OF SUPPORTING, EDUCATING, AND ADVOCATING FOR MONTANANS WITH SERIOUS MENTAL ILLNESS BY:1. HELPING CONCERNED FAMILIES AND FRIENDS START UP LOCAL SUPPORT, EDUCATION, AND ADVOCACY GROUPS.2. EDUCATING THE PUBLIC TO DISPEL MISPERCEPTIONS AND OVERCOME THE STIGMA ASSOCIATED WITH MENTAL ILLNESS.3. ADVOCATING FOR THE INTERESTS OF PERSONS WITH MENTAL ILLNESS, INCLUDING ADVOCACY FOR ENLIGHTENED AND EFFECTIVE LAWS AND ADEQUATE FUNDING FOR SERVICES.

Activities or mission (Part I)

TO IMPROVE THE LIVES OF THOSE AFFECTED BY MENTAL ILLNESS.

  • TO ADVOCATE ON BEHALF OF CONSUMERS AND FAMILY MEMBERS, TO PROVIDE EDUCATION, AND TO OFFER SUPPORT GROUPS FOR FAMILIES AND CONSUMERS ACROSS THE STATE.

    Expenses $460,708 · Revenue $16,375

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tiffany Hanson

    PRESIDENT, TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Erin Olson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Lori Reynolds

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tom Peluso

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patty Yoder

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Randy Lynes

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Diane Stinger

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dawn Jackson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Colleen Konopatzke

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Crystal Laufer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cindy Fitzpatrick

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gary Mihelish DMD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Suzin Kratina

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cory Sonnemann MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Matt Kuntz

    EXECUTIVE DIRECTOR

    Total calculated
    $94,342
    From this org
    $94,342
    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

No itemized grants to organizations on this return.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • HELENA AND ROBERTS LLC

    RENTAL · MT · income $95,053 · assets $2,217,265

    Directly controlled by NAMI MONTANA

Provenance

Return type
form_990
Tax year
2025
Filed
9 June 2026
IRS schema version
2025v4.1
Source object
202621629349300022

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