TRUST MONTANA INC

As filed

Subsection

03

NTEE code

S20

Classification

1000

Street

PO BOX 8791

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2025

• CLT HOMES:TRUST MONTANA'S PERMANENTLY AFFORDABLE HOMES PROGRAM PRESERVES RENTAL UNITS AND HOMEOWNERSHIP PROPERTIES IN TRUST TO GUARANTEE AFFORDABILITY FOR CURRENT AND FUTURE FAMILIES. TRUST MONTANA STEWARDS 30 HOMES AND 5 RENTAL PROPERTIES IN EIGHT COMMUNITIES ACROSS THE STATE, HAVING ADDED TWO NEW HOME OWNERSHIP OPPORTUNITIES AND ONE RENTAL UNITS IN 2025. TRUST MONTANA HOME OWNERS AND RENTERS MUST INCOME-QUALIFY, ENSURING THAT THESE HOMES BENEFIT WORKING CLASS INDIVIDUALS IN COMMUNITIES. THE EXPANSION TO ADD AN ADDITIONAL RENTAL PROPERTY IN 2025 WAS CO-DESIGNED WITH THE COMMUNITY, RESPONDING TO THE NEED FOR DIVERSE AFFORDABLE HOUSING TYPES.AFFORDABLE LAND LLC IS A SINGLE-MEMBER LLC OWNED BY TRUST MONTANA. IT WAS FORMED IN 2019 TO HOLD THE TITLES OF ALL LAND THAT IS ACQUIRED FOR PERMANENTLY AFFORDABLE PROJECTS OF TRUST MONTANA. AFFORDABLE LAND COLLECTS LEASE FEES FROM EACH HOUSEHOLD MONTHLY. IT ALSO COLLECTS STEWARDSHIP PAYMENTS AT THE TIME OF HOME CLOSINGS AND THOSE FUNDS ARE PLACED INTO A SAVINGS ACCOUNT TO ENSURE THAT FUTURE MAINTENANCE AND OTHER EXPENSES WILL BE COVERED.

  Expenses $55,425 · Revenue $26,570

• CLT FARM: IN 2025, ON THE HEELS OF TRUST MONTANA'S COMMUNITY LAND TRUST FARM UNDER THE ORGANIZATION'S AG LAND PRESERVATION PROGRAM, WE CONTINUED OUR WORK WITH THE FARMER AND ENGAGING AG AND CONSERVATIONS EXPERTS TO SERVE ON OUR NEWLY FOUNDED FARM VIABILITY COMMITTEE. WE PURSUED NEW OPPORTUNITIES. WE SPOKE WITH FOUR FARMERS ABOUT POTENTIAL PARTNERSHIPS. THE PRESERVATION OF AGRICULTURAL LAND AND SOILS IS CRITICAL TO MAINTAINING LOCAL FOOD SYSTEMS. PROJECTS LIKE THESE NOT ONLY BENEFIT THE BEGINNING FARMERS OPERATING ON THE LAND UNDER A LAND-LEASE AND USAGE AGREEMENT, BUT ALSO THE SURROUNDING COMMUNITY WITH INCREASED ACCESS TO LOCALLY, ORGANICALLY-GROWN FOOD.

  Expenses $14,156

• EDUCATION AND ADVOCACY OF CLTS:TRUST MONTANA ALSO LEADS EFFORTS TO EXPAND EDUCATION AND UNDERSTANDING OF THE COMMUNITY LAND TRUST MODEL IN THE STATE THROUGH ITS CLT EDUCATION PROGRAM. WITH 22 PRESENTATIONS IN 2025, SERVING 1,350 PEOPLE, THE ORGANIZATION SUPPORTS REALTORS, TITLE AGENTS, LENDERS, AND POTENTIAL HOMEBUYERS. MANY OF THESE PRESENTATIONS QUALIFY AS CONTINUING EDUCATION CREDITS IN THESE INDUSTRIES. TRUST MONTANA ALSO SERVES AS AN EXPERT AND TECHNICAL ASSISTANCE PROVIDER FOR OTHER LAND TRUSTS OPERATING IN THE STATE. AT ANY GIVEN TIME, THE ORGANIZATION IS SUPPORTING 3-5 PEER LAND TRUST PROJECTS, AS WELL AS NAVIGATING EXPLORATORY AND PLANNING CONVERSATIONS WITH 7-12 PARTNERS TO IDENTIFY NEW AND EMERGING PROJECTS FOR TRUST MONTANA.

  Expenses $16,617 · Revenue $7,450

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

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2025

  Revenue

  $522,793

  Expenses

  $287,144

  Contributions

  $486,452

  Grants paid

  $0

• 2024

  Revenue

  $1,225,328

  Expenses

  $265,013

  Contributions

  $1,187,272

  Grants paid

  $2,300

• 2023

  Revenue

  $298,117

  Expenses

  $251,505

  Contributions

  $284,389

  Grants paid

  $0

• 2022

  Revenue

  $501,369

  Expenses

  $257,782

  Contributions

  $480,705

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $320,722

  Expenses

  $268,900

  Assets (EOY)

  $623,976

• 2020 · 990

  Revenue

  $312,817

  Expenses

  $166,328

  Assets (EOY)

  $585,603

• 2019 · 990

  Revenue

  $310,609

  Expenses

  $119,227

  Assets (EOY)

  $456,400

• 2019 · 990

  Revenue

  $310,609

  Expenses

  $119,227

  Assets (EOY)

  $456,400

• 2018 · 990

  Revenue

  $201,605

  Expenses

  $71,220

  Assets (EOY)

  $437,240

• 2017 · 990-EZ

  Revenue

  $37,734

  Expenses

  $30,748

  Assets (EOY)

  $100,675

• 2016 · 990-EZ

  Revenue

  $43,850

  Expenses

  $25,422

  Assets (EOY)

  $93,124

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• MONTANA COMMUNITY FOUNDATION INC

  $37,723

  2023 · GENERAL SUPPORT

• TIDES FOUNDATION

  $15,000

  2024 · EQUITY, HUMAN RIGHTS, AND ECONOMIC EMPOWERMENT

• MONTANA JUSTICE FOUNDATION

  $13,482

  2022 · LEGAL AID

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files