Greater Montana Foundation
EIN: 816009847 · Helena, MT · NTEE: T20
| Metric | Value |
|---|---|
| Total Revenue | $2.0M |
| Total Expenses | $471K |
| Net Assets | $6.9M |
Is Greater Montana Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Greater Montana Foundation
Greater Montana Foundation (EIN: 816009847) is a nonprofit organization based in Helena, MT, classified under NTEE code T20. The organization reported total revenue of $2.0M and total assets of $8.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Greater Montana Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Greater Montana Foundation is a mid-size nonprofit that has been operating for 67 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -2.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $445K |
| Total Expenses | $471K |
| Surplus / Deficit | $-25,987 |
| Total Assets | $8.2M |
| Total Liabilities | $1.4M |
| Net Assets | $6.9M |
| Operating Margin | -5.8% |
| Debt-to-Asset Ratio | 16.6% |
| Months of Reserves | 209.7 months |
Financial Health Grade: B
In 2023, Greater Montana Foundation reported a deficit of $26K with expenses exceeding revenue, holds 209.7 months of operating reserves (strong position), has a debt-to-asset ratio of 16.6% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Greater Montana Foundation's revenue has declined at a compound annual growth rate (CAGR) of -2.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +28.0% | -0.3% | +0.3% |
| 2022 | -66.9% | +8.1% | -3.1% |
| 2021 | +124.4% | +16.1% | +5.2% |
| 2020 | +6.9% | -16.5% | +2.1% |
| 2019 | +44.8% | -0.6% | -0.9% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1959 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Greater Montana Foundation has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Greater Montana Foundation with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $26K, with expenses exceeding revenue.
- Debt-to-asset ratio: 16.6%.
Frequently Asked Questions about Greater Montana Foundation
Is Greater Montana Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Greater Montana Foundation (EIN: 816009847) insufficient data. 0 red flags identified, 0 strengths noted.
How does Greater Montana Foundation spend its money?
Detailed spending breakdown data is not yet available for Greater Montana Foundation. Check back for updated IRS 990 analysis.
Are donations to Greater Montana Foundation tax-deductible?
Greater Montana Foundation is registered as a tax-exempt nonprofit (EIN: 816009847). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Greater Montana Foundation located?
Greater Montana Foundation is headquartered in Helena, Montana and files with the IRS under EIN 816009847. It is classified under NTEE code T20.
How many years of IRS 990 filings does Greater Montana Foundation have?
Greater Montana Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.0M in total revenue.
Filing History
IRS 990 filing history for Greater Montana Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Greater Montana Foundation's revenue has declined by 21.7%, moving from $568K to $445K. Total assets increased by 4.9% over the same period, from $7.8M to $8.2M. Total functional expenses rose by 39.5%, from $337K to $471K. In its most recent filing year (2023), Greater Montana Foundation reported a deficit of $26K, with expenses exceeding revenue. The organization holds $1.4M in liabilities against $8.2M in assets (debt-to-asset ratio: 16.6%), resulting in net assets of $6.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $445K | $471K | $8.2M | $1.4M | — | View 990 |
| 2022 | $348K | $472K | $8.2M | $1.4M | — | View 990 |
| 2021 | $1.0M | $437K | $8.5M | $1.4M | — | View 990 |
| 2020 | $468K | $376K | $8.0M | $1.4M | — | — |
| 2019 | $438K | $451K | $7.9M | $1.4M | — | — |
| 2015 | $302K | $453K | $8.0M | $1.4M | — | View 990 |
| 2014 | $586K | $420K | $8.1M | $1.4M | — | View 990 |
| 2013 | $480K | $390K | $7.8M | $1.4M | — | View 990 |
| 2012 | $257K | $389K | $7.7M | $1.4M | — | View 990 |
| 2011 | $568K | $337K | $7.8M | $901K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $445K, expenses of $471K, and assets of $8.2M (revenue +28.0% year-over-year).
- 2022: Revenue of $348K, expenses of $472K, and assets of $8.2M (revenue -66.9% year-over-year).
- 2021: Revenue of $1.0M, expenses of $437K, and assets of $8.5M (revenue +124.4% year-over-year).
- 2020: Revenue of $468K, expenses of $376K, and assets of $8.0M (revenue +6.9% year-over-year).
- 2019: Revenue of $438K, expenses of $451K, and assets of $7.9M (revenue +44.8% year-over-year).
- 2015: Revenue of $302K, expenses of $453K, and assets of $8.0M (revenue -48.4% year-over-year).
- 2014: Revenue of $586K, expenses of $420K, and assets of $8.1M (revenue +22.1% year-over-year).
- 2013: Revenue of $480K, expenses of $390K, and assets of $7.8M (revenue +86.8% year-over-year).
- 2012: Revenue of $257K, expenses of $389K, and assets of $7.7M (revenue -54.8% year-over-year).
- 2011: Revenue of $568K, expenses of $337K, and assets of $7.8M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Greater Montana Foundation:
Data Sources and Methodology
This transparency report for Greater Montana Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.