Treacy Company
- Assets
- $39.5m
- Revenue
- $1.6m
- Investments
- $38.0m
- Employees
- 0
- Location
- Helena, MT
- Founding
- 06/1947
- Data as of
- 12/2023
- 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 12/2023, Treacy Company generated $1.6m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (3.0%) each year. All expenses for the organization totaled $2.6m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Treacy Company has awarded 663 individual grants totaling $17,212,553. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE TREACY FOUNDATION AWARDS GRANTS TO 501(C)(3) EXEMPT ORGANIZATIONS BASED ON EACH ORGANIZATION'S NEEDS. THE FOUNDATION AWARDED GRANTS TO 64 ORGANIZATIONS IN 2023.
THE TREACY FOUNDATION AWARDS SCHOLARSHIP GRANTS TO STARTING FRESHMAN AND SOPHMORE COLLEGE STUDENTS WHO ARE RESIDENTS OF MT AND ID, INCLUDING 101 STUDENTS IN 2023.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mike Cooney Executive Director | 40 | $62,600 | |
Kelly O'connell Secretary/treasurer | 1 | $2,600 | |
Tom Mccarvel Chair | 1 | $2,600 | |
Kimmy Skiftun Vice Chair | 1 | $4,200 | |
Michele Bazzanella Trustee | 1 | $3,850 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Da Davidson | 12/30/23 | $90,468 |
Stifel Nicolaus & Company Inc | 12/30/23 | $62,149 |
Rbc Capital Markets Llc | 12/30/23 | $60,048 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $300 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,175,332 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $403,531 |
| Capital Gain Net Income | $297,102 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,579,163 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $75,850 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $140,500 |
| Depreciation | $5,272 |
| Occupancy | $4,258 |
| Travel, conferences, and meetings | $1,893 |
| Printing and publications | $0 |
| Other expenses | $17,571 |
| Total operating and administrative expenses | $528,437 |
| Contributions, gifts, grants paid | $2,051,200 |
| Total expenses and disbursements | $2,579,637 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $58,765 |
| Savings and temporary cash investments | $1,129,476 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| 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 | $294,835 |
| Other assets | $0 |
| Total assets | $39,493,819 |
| Accounts payable and accrued expenses | $48,778 |
| 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 | $1,632 |
| Total liabilities | $50,410 |
Grants Awarded
Over the last fiscal year, Treacy Company has awarded $2,051,200 in support to 85 organizations.
| Grant Recipient | Amount |
|---|---|
ALLIANCE FOR YOUTH PURPOSE: CAPITAL CAMPAIGN | $25,000 |
ANGEL FUND PURPOSE: COATS | $2,500 |
BILLINGS COMMUNITY FOUNDATION PURPOSE: GENERAL | $5,000 |
BUTTE FOOD BANK PURPOSE: FOOD | $5,000 |
BUTTE SPIRIT CENTER PURPOSE: CAPITAL CAMPAIGN | $25,000 |
CAMP-MAKE-A-DREAM PURPOSE: CAPITAL CAMPAIGN | $35,000 |