Forward Mt Foundation
- Assets
- $1.8m
- Revenue
- $1.7m
- Investments
- $0.0
- Employees
- 36
- Location
- Missoula, MT
- Founding
- 02/2011
- Data as of
- 12/2023
- EIN
- 26-2075145
Organization Overview
Forward Mt Foundation is located in Missoula, MT. The organization was established in 2011. According to its NTEE Classification (E05) the organization is classified as: Research Institutes & Public Policy Analysis, under the broad grouping of Health Care and related organizations. As of 12/2023, Forward Mt Foundation employed 36 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Forward Mt Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Forward Mt Foundation generated $1.7m in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 29.7% each year . All expenses for the organization totaled $1.1m during the year ending 12/2023. While expenses have increased by 24.3% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
EDUCATE, ENGAGE AND ORGANIZE YOUNG MONTANANS TO SHAPE THEIR DEMOCRACY TO IMPROVE THEIR LIVES AND THE LIVES OF FELLOW MONTANANS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
VOTER REGISTRATION AND MOBILIZATIONFORWARD MONTANA FOUNDATION REGISTERED 2,030 VOTERS, THROUGH IN-PERSON AND ONLINE TACTICS. YOU COULD RELIABLY FIND OUR STAFF AND VOLUNTEERS WITH CLIPBOARDS IN HAND REGISTERING MONTANANS TO VOTE AT FARMERS MARKETS, CAMPUSES, CONCERTS, AND STATE-WIDE EVENTS. WE ALSO PILOTED A DOOR-TO-DOOR VOTER REGISTRATION CANVASS THAT KNOCKED ON 1,422 DOORS.WE HELD VOTER REGISTRATION DRIVES ON 12 HIGH SCHOOL CAMPUSES AND OVER 19 COLLEGE CAMPUSES ACROSS THE STATE, INCLUDING PUBLIC, PRIVATE, AND TRIBAL COLLEGES. FORWARD MONTANA FOUNDATION ALSO COLLECTED 309 PLEDGES-TO-VOTE, AND FOLLOWED UP WITH THOSE VOTERS VIA TEXT AHEAD OF THE MUNICPAL ELECTION. FORWARD MONTANA FOUNDATION HIGH SCHOOL FELLOWS MADE 838 CALLS TO OUR STATE'S YOUNGEST VOTERS IN GREAT FALLS AND BOZEMAN. THESE CALLS HAD AN UNPRECEDENTED CONTACT RATE OF 26%!
STRENGTHENING DEMOCRACYFOWARD MONTANA FOUNDATION PREPARED FOR THE LAUNCH OF 'CIVICS UNDER THE BIG SKY,' AN EFFORT TO PROVIDE MONTANA COMMUNITIES WITH TRUSTWORTHY CIVIC INFORMATION, APPROACHABLE EDUCATIONAL RESOURCES, AND UNBIASED VOTER REGISTRATION TO GIVE A VOICE TO THE FUTURE WORKERS AND CITIZENS OF OUR DEMOCRACY.
LEADERSHIP DEVELOPMENTIN 2023, WE GRADUATED OVER 21 COMMUNITY ORGANIZING FELLOWS AND HIGH SCHOOL FELLOWS FROM ACROSS THE STATE. FELLOWS GO THROUGH A ROBUST CURRICULUM THAT PROVIDES WEEKLY TRAINING ON COMMUNITY ORGANIZING AND CIVIC ENGAGEMENT. FELLOWS LEAD ON A FINAL PROJECT THAT CONNECTS THEIR INTERESTS TO MEANINGFUL CHANGE IN THEIR COMMUNITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kiersten Iwai Executive Dir. | Officer | 12 | $0 |
Jacob Linfesty Director | Trustee | 0.5 | $0 |
Debi Lombardi Secretary | OfficerTrustee | 0.5 | $0 |
Abbie Bandstra Director | Trustee | 0.5 | $0 |
Emily Allison Treasurer | OfficerTrustee | 1 | $0 |
Cody Mccracken Director | Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,726,191 |
| Noncash contributions included in lines 1a–1f | $300 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,726,191 |
| Total Program Service Revenue | $0 |
| Investment income | $856 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,735,473 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $649,408 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $22,346 |
| Compensation of current officers, directors, key employees. | $6,244 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $219,259 |
| Pension plan accruals and contributions | $26,467 |
| Other employee benefits | $0 |
| Payroll taxes | $20,743 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $303 |
| Fees for services: Accounting | $21,751 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $21,248 |
| Advertising and promotion | $2,357 |
| Office expenses | $0 |
| Information technology | $8,049 |
| Royalties | $0 |
| Occupancy | $30,598 |
| Travel | $19,542 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $3,116 |
| All other expenses | $0 |
| Total functional expenses | $1,058,583 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $929,809 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $700,000 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $178,433 |
| Total assets | $1,808,242 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $87,363 |
| Total liabilities | $87,363 |
| Net assets without donor restrictions | $830,879 |
| Net assets with donor restrictions | $890,000 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,808,242 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mountain-Pacific Quality Health Foundation Helena, MT | $10,969,426 | $14,289,104 |
Progress Enterprises Inc Jamestown, ND | $5,717,478 | $3,825,277 |
Montana Public Health Institute Bozeman, MT | $1,322,370 | $2,868,178 |
Black Hills Center For American Indian Health Rapid City, SD | $313,196 | $1,411,189 |
Forward Mt Foundation Missoula, MT | $1,808,242 | $1,735,473 |
Rural Behavioral Health Institute Livingston, MT | $489,503 | $411,861 |
Montana Public Health Association Missoula, MT | $46,754 | $0 |
Health Freedom Foundation Inc Meridian, ID | $14,383 | $0 |