Treacy Company
- Assets
- $36.7m
- Revenue
- $2.1m
- Investments
- $34.5m
- Employees
- 0
- Location
- Helena, MT
- Founding
- 06/1947
- Data as of
- 12/2020
- EIN
- 81-0270257
Organization Overview
Treacy Company is located in Helena, MT. The organization was established in 1947. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Treacy Company 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 12/2020, Treacy Company generated $2.1m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of 0.0% each year. All expenses for the organization totaled $2.4m during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Treacy Company has awarded 449 individual grants totaling $11,273,743. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kimmy Skiftun Executive Direc | 40 | $76,110 | |
Kelly O'connell Secretary | 1 | $1,950 | |
Mike Cooney Vice Chair | 1 | $1,950 | |
Michele Bazzanella Trustee | 1 | $1,950 | |
Tom Mccarvel Chairman | 1 | $1,950 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Stifel Nicolaus & Company Incorporated | 12/30/20 | $85,296 |
Wells Fargo Advisor | 12/30/20 | $61,873 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,326,318 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $753,106 |
| Capital Gain Net Income | $753,106 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $2,079,424 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $83,910 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $5,733 |
| Interest | $0 |
| Taxes | $75,359 |
| Depreciation | $463 |
| Occupancy | $9,559 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $13,165 |
| Total operating and administrative expenses | $417,267 |
| Contributions, gifts, grants paid | $1,976,000 |
| Total expenses and disbursements | $2,393,267 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,878,069 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $167 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $310,651 |
| Other assets | $0 |
| Total assets | $36,709,534 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $20,264 |
| Total liabilities | $20,264 |
Grants Awarded
Over the last fiscal year, Treacy Company has awarded $1,976,000 in support to 68 organizations.
| Grant Recipient | Amount |
|---|---|
VARIOUS HIGHER EDUCATION INSTITUTIO PURPOSE: COLLEGE SCHOLARSHIPS PAID DIRECTLY TO SCHOOLS OF HIGHER EDUCATION. | $308,500 |
PRICKLY PEAR LAND TRUST PURPOSE: SUPPORT OF CAPITAL CAMPAIGN. | $115,000 |
MONTANA HISTORICAL SOCIETY PURPOSE: SUPPORT OF CAPITAL CAMPAIGN. | $100,000 |
SHANE LALANI CENTER PURPOSE: SUPPORT OF CAPITAL CAMPAIGN. | $75,000 |
BITTERROOT HUMANE SOCIETY PURPOSE: SUPPORT OF CAPITAL CAMPAIGN. | $75,000 |
Sheridan, MT PURPOSE: ASSIST WITH PURCHASE OF EQUIPMENT. | $62,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Hughes Charitable Foundation Jackson, WY | $5,676,764 | $10,003,792 |
Gianforte Fam Charitable Tr Bozeman, MT | $232,267,609 | $12,872,148 |
The Aditi Foundation Sioux Falls, SD | $272,669 | $9,625,048 |
Denny Sanford Foundation Sioux Falls, SD | $42,390,595 | $5,136,218 |
Montana Healthcare Foundation Bozeman, MT | $211,845,474 | $27,605,227 |
Homer A Scott And Mildred S Scott Foundation Sheridan, WY | $28,032,742 | $11,071,204 |
J R Simplot Foundation Inc Boise, ID | $241,362,659 | $7,582,149 |
Laura Moore Cunningham Foundation Inc Boise, ID | $9,665,036 | $4,890,131 |
Bruno And Evelyne Betti Foundation Billings, MT | $0 | $451,341 |
Dakota Charitable Foundation Inc Rapid City, SD | $26,047,186 | $2,168,472 |
Town Pump Charitable Foundation Butte, MT | $40,763,462 | $8,633,359 |
Pharos Foundation Jackson, WY | $46,452,761 | $4,714,657 |