Jody Alise Foundation is located in Roundup, MT. According to its NTEE Classification (F12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Mental Health & Crisis Intervention and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jody Alise Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE JODY ALISE FOUNDATION MISSION IS TO ENHANCE MENTAL HEALTH AWARENESS AND SERVICES IN RURAL MONTANA, SPECIFICALLY IN MUSSELSHELL AND TETON COUNTIES. THE FOUNDATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE FOLLOWING PURPOSES: A) CHARITABLEB) EDUCATIONAL C) TO MAKE GRANTS TO INDIVIDUALS AND ORGANIZATIONS OPERATING IN THE STATE OF MONTANA SEEKING TO IMPROVE MENTAL HEALTH AND/ OR TREAT MENTAL ILLNESS AND TO DEVELOP AND PUBLISH MATERIALS AND WEBINARS FOR USE BY PROFESSIONALS AND SCHOOLS TO IMPROVE MENTAL HEALTH AND OR TREAT MENTAL ILLNESS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE PURPOSE OF THE JODY ALISE FOUNDATION (JAF) IS TO SUPPORT MENTAL HEALTH SERVICES IN RURAL MONTANA. THE FOUNDATION WILL PROVIDE PAID INTERNS AT CLINICS AND OTHER ORGANIZATIONS TO DEVELOP PRINTED MATERIALS AND SOCIAL MEDIA PLATFORMS TO PROMOTE MENTAL HEALTH AWARENESS AND LET PEOPLE IN NEED KNOW WHERE THEY CAN FIND HELP, WHICH IS OFTEN HARD TO FIND IN RURAL SETTINGS; AND TO WORK WITH SCHOOLS AND OTHER NONPROFIT ORGANIZATIONS TO ENHANCE DELIVERY OF MENTAL HEALTH SERVICES IN RURAL MONTANA.THE INITIAL SEED FUNDING FOR JAF CAME FROM ITS FOUNDER, BUT THE GOAL OF THE FOUNDATION IS TO OPERATE AS A PUBLIC CHARITY SUPPORTED BY DIVERSE INDIVIDUALS, GRANTORS, AND INSTITUTIONS. THE FOUNDATION WAS FUNDED IN DECEMBER. OPERATIONS ARE UNDERWAY IN 2023, AND WE LOOK FORWARD TO REPORTING OUR PROGRAM SERVICE ACCOMPLISHMENTS ON OUR NEXT RETURN.THE FOUNDATION EXISTS FOR EDUCATIONAL AND CHARITABLE PURPOSES AND SPECIFICALLY TO MAKE GRANTS TO INDIVIDUALS AND ORGANIZATIONS OPERATING IN THE STATE OF MONTANA SEEKING TO IMPROVE MENTAL HEALTH AND/OR TREAT MENTAL ILLNESS AND TO DEVELOP AND PUBLISH MATERIALS AND WEBINARS FOR USE BY PROFESSIONALS AND SCHOOLS TO IMPROVE MENTAL HEALTH AND/OR TREAT MENTAL ILLNESS. THE FOUNDATION PRESENTLY CARRIES OUT ITS PURPOSES BY (A) LOCATING AND FUNDING EXPERTS WHO CAN EDUCATE REGARDING IDENTIFICATION OF TRAUMA AND THE PROVISION OF ONGOING TRAUMA CARE (TRAUMA EXPERTS), (B) LOCATING AND FUNDING SPEAKERS WHO CAN EDUCATE REGARDING MENTAL AND EMOTIONAL HEALTH (HEALTH SPEAKERS), (C) HIRING STUDENT AMBASSADORS TO ADVOCATE FOR MENTAL HEALTH AND ADDICTION AWARENESS (STUDENT AMBASSADORS), (D) HIRING A MENTAL HEALTH DISORDER AND ADDICTION SPECIALIST TO OPERATEEDUCATION AND PREVENTION PROGRAMS (HEALTH SPECIALIST), AND (E) PAYING COUNSELING OR PROFESSIONAL MENTAL HEALTH PROVIDER SERVICES FOR INDIVIDUALS UNABLE TO PAY (TREATMENT ASSISTANCE). THE FOUNDATION PLANS TO EXPAND ITS GRANTMAKING PROGRAM TO OTHER ORGANIZATIONS WITH TAX EXEMPT PURPOSES OF IMPROVING MENTAL HEALTH AND TREATMENT OF MENTAL ILLNESS, HIRING ADDITIONAL COUNSELORS AND ADDICTION SPECIALISTS AND CREATING A WIDELYACCESSIBLE ONLINE COMMUNITY TO FOSTER SHARING OF PROFESSIONAL MATERIALS AND CURRICULUM DESIGNED TO IMPROVE MENTAL HEALTH AND TREAT MENTAL ILLNESS.THE TRAUMA EXPERT AND HEALTH SPEAKER PROGRAMS ARE CONDUCTED DIRECTLY BY THE FOUNDATION. THE FOUNDATION IDENTIFIES APPROPRIATE EXPERTS AND FUNDS ALL EXPENSES RELATED TO THE EXPERT SPEAKING AND EDUCATING IN THE STATE OF MONTANA. THE ACTIVITY HAS BEEN CONDUCTED AT SCHOOLS OR OTHER COMMUNITY CENTERS IN ROUNDUP, MONTANA. THE ACTIVITY IS APPROXIMATELY 5 PERCENT OF THE FOUNDATION'S TIME AND EXPENSE.THE STUDENT AMBASSADOR PROGRAM IS CONDUCTED DIRECTLY BY PART TIME STUDENT EMPLOYEES OF THE FOUNDATION. THE FOUNDATION ACCEPTS APPLICATIONS FROM STUDENTS AND EMPLOYES THREE TO FOUR STUDENTS WHO ARE EMPLOYED TO EDUCATE STUDENTS REGARDING MENTAL HEALTH AWARENESS AND MENTAL HEALTH TREATMENT RESOURCES. THE ACTIVITY HAS BEEN CONDUCTED PRIMARILY AT ROUNDUP PUBLIC SCHOOLS. THE ACTIVITY IS ALSO APPROXIMATELY 5 PERCENTOF THE FOUNDATION'S TIME AND EXPENSE.THE HEALTH SPECIALIST IS CONDUCTED DIRECTLY BY A FULL TIME EMPLOYEE OF THE FOUNDATION. THE SPECIALIST IS PRIMARILY RESPONSIBLE FOR PROVIDING AWARENESS OF AND CONNECTING COMMUNITY MEMBERS WITH DIFFERENT EXISTING ORGANIZATIONS PROVIDING MENTAL HEALTH AWARENESS AND TREATMENT RESOURCES. AS THIS ACTIVITY IS A NEW PROGRAM, IT IS APPROXIMATELY 4 PERCENT OF THE FOUNDATION'S TIME AND EXPENSE.THE TREATMENT ASSISTANCE PROGRAM IS CONDUCTED BY THE FOUNDATION ASSISTING INDIVIDUALS WHO ARE UNABLE TO PAY FOR COUNSELING OR TREATMENTSERVICES BY PAYING THIRD PARTY PROVIDERS OF THOSE SERVICES. THE ACTIVITY IS ALSO APPROXIMATELY 1 PERCENT OF THE FOUNDATION'S TIME AND EXPENSE.THE FOUNDATION WILL INCREASINGLY CONDUCT ACTIVITIES BY GRANTMAKING TO OTHER ORGANIZED THAT ARE RECOGNIZED AS SECTION 501(C)(3) ORGANIZATIONS AND WHICH OPERATE IN THE STATE OF MONTANA. THE FOUNDATION WILL CONDUCT THE GRANTMAKING BY RECEIVING APPLICATIONS, PRIMARILY THROUGH ITS WEBSITE, BUT THE MENTAL HEALTH AWARENESS AND TREATMENT SERVICES WILL BE CONDUCTED BY OTHER PUBLIC CHARITIES USING GRANTS RECEIVED FROM THE FOUNDATION. THE ACTIVITY IS ESTIMATED TO BE APPROXIMATELY 85 PERCENT OF THE FOUNDATION'S TIME AND EXPENSE.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Jody Dahl President | OfficerTrustee | 4 | $0 |
Nicole Borner Secretary | OfficerTrustee | 2 | $0 |
Kiley Judisch Treasurer | OfficerTrustee | 2 | $0 |
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 | $1,694,330 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $1,694,330 |
Total Program Service Revenue | $0 |
Investment income | $5,670 |
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 | $1,700,000 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
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. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $0 |
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 | $0 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $0 |
Travel | $0 |
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 | $0 |
All other expenses | $0 |
Total functional expenses | $0 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $1,700,000 |
Savings and temporary cash investments | $0 |
Pledges and grants receivable | $0 |
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 | $0 |
Total assets | $1,700,000 |
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 | $0 |
Total liabilities | $0 |
Net assets without donor restrictions | $1,700,000 |
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 | $1,700,000 |
Organization Name | Assets | Revenue |
---|---|---|
Elysian Mental Health Foundation Billings, MT | $18,257 | $572,448 |
Lynch Foundation Inc Burley, ID | $37,174 | $163,595 |
South Dakota Council Of Community Behavioral Health Inc Pierre, SD | $43,368 | $0 |
Juniper Ridge Inc Sheridan, WY | $0 | $6,150 |
Graham And Ruby Delaet Foundation Inc Eagle, ID | $38,237 | $10,001 |
Jody Alise Foundation Roundup, MT | $1,700,000 | $1,700,000 |