Montana Shares
- Assets
- $215.8k
- Revenue
- $280.3k
- Investments
- $0.0
- Employees
- 2
- Location
- Helena, MT
- Founding
- 10/1988
- Data as of
- 12/2023
- EIN
- 81-0452293
Organization Overview
Montana Shares is located in Helena, MT. The organization was established in 1988. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2023, Montana Shares employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Montana Shares 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, Montana Shares generated $280.3k in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of (2.8%) each year. All expenses for the organization totaled $303.4k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (2.0%) per year over the past 9 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Montana Shares has awarded 109 individual grants totaling $1,149,879. 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
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
A PARTNERSHIP OF NONPROFIT GROUPS DEVOTED TO IMPROVING THE QUALITY OF LIFE THROUGHOUT MONTANA.
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS TO NONPROFITS: MONTANA SHARES CONDUCTS AN ANNUAL PAYROLL CONTRIBUTION CAMPAIGN TO SUPPORT THE MEMBER ORGANIZATIONS OF OUR FEDERATION. EMPLOYEES AT THE WORK SITES HAVE THE OPTION OF DESIGNATING THEIR CONTRIBUTIONS TO ANY OF THE MEMBER GROUPS, TO MONTANA SHARES FOR WORK WITH OUR MEMBERS, OR ALL OF THE MEMBER GROUPS, OR LEAVING IT UNDESIGNATED.
TRAINING AND TECHNICAL ASSISTANCE:PROVIDE TECHNICAL ASSISTANCE, TRAINING AND COORDINATION OF ACTIVITIES IN COMMUNITIES AND AT WORK PLACES, INCLUDING ELECTRONIC PLEDGING CAMPAIGNS, THAT IN TURN SUPPORT THE WORK OF MONTANA SHARES AND OUR MEMBER GROUPS SERVING MONTANANS.
CAMPAIGNS:SUPPORT FOR OUR MEMBERS ON A YEAR-ROUND BASIS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William Crane Executive Dir. | Officer | 40 | $63,225 |
Nikki Andersen Past President | Trustee | 1 | $0 |
Becky Franks Director | Trustee | 1 | $0 |
Bill Matthews Director | Trustee | 1 | $0 |
Dr Roch Turner President | Officer | 1 | $0 |
Michelle Rogers Secretary | Officer | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $19,750 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $17,400 |
| All other contributions, gifts, grants, and similar amounts not included above | $211,758 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $248,908 |
| Total Program Service Revenue | $0 |
| Investment income | $5,216 |
| 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 | $25,995 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $280,307 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $159,475 |
| 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. | $63,255 |
| Compensation of current officers, directors, key employees. | $4,445 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $32,056 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $9,214 |
| Payroll taxes | $8,594 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $12,286 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $79 |
| Information technology | $2,561 |
| Royalties | $0 |
| Occupancy | $3,984 |
| Travel | $225 |
| 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 | $1,723 |
| All other expenses | $1,005 |
| Total functional expenses | $303,406 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $105,774 |
| Savings and temporary cash investments | $69,083 |
| Pledges and grants receivable | $40,705 |
| 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 | $250 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $215,812 |
| 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 | $85,563 |
| Total liabilities | $85,563 |
| Net assets without donor restrictions | $130,249 |
| Net assets with donor restrictions | $0 |
| 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 | $215,812 |
Grants Awarded
Over the last fiscal year, Montana Shares has awarded $67,140 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
LEWIS & CLARK HUMANE SOCIETY PURPOSE: General funding and designated | $29,619 |
MONTANA FOOD BANK NETWORK PURPOSE: General funding and designated | $12,799 |
MONTANA SHARES INC PURPOSE: General Funding | $19,441 |
NAMI MONTANA PURPOSE: General Funding and designated | $5,281 |