Heart Of The Rockies Foundation
EIN: 863893685 · Missoula, MT · NTEE: C34
| Metric | Value |
|---|---|
| Total Revenue | $1.4M |
| Total Expenses | $3.3M |
| Net Assets | $1.7M |
Is Heart Of The Rockies Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Heart Of The Rockies Foundation
Heart Of The Rockies Foundation (EIN: 863893685) is a nonprofit organization based in Missoula, MT, classified under NTEE code C34. The organization reported total revenue of $1.4M and total assets of $2.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Heart Of The Rockies Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Heart Of The Rockies Foundation is a mid-size nonprofit that has been operating for 3 years, with 3 years of IRS 990 filings on record (2021–2023). Revenue has grown at a compound annual rate of 49.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $3.4M |
| Total Expenses | $3.3M |
| Surplus / Deficit | +$74K |
| Total Assets | $1.7M |
| Net Assets | $1.7M |
| Operating Margin | 2.2% |
| Months of Reserves | 6.2 months |
Financial Health Grade: A
In 2023, Heart Of The Rockies Foundation reported a surplus of $74K with revenue exceeding expenses, holds 6.2 months of operating reserves (strong position).
Financial Trends
Over 3 years of filings (2021–2023), Heart Of The Rockies Foundation's revenue has grown at a compound annual growth rate (CAGR) of 49.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +49.9% | +152.5% | +4.5% |
| 2022 | +50.0% | +61.1% | +137.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2023 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Heart Of The Rockies 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 Heart Of The Rockies 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 surplus of $74K, with revenue exceeding expenses.
Frequently Asked Questions about Heart Of The Rockies Foundation
Is Heart Of The Rockies Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Heart Of The Rockies Foundation (EIN: 863893685) insufficient data. 0 red flags identified, 0 strengths noted.
How does Heart Of The Rockies Foundation spend its money?
Detailed spending breakdown data is not yet available for Heart Of The Rockies Foundation. Check back for updated IRS 990 analysis.
Are donations to Heart Of The Rockies Foundation tax-deductible?
Heart Of The Rockies Foundation is registered as a tax-exempt nonprofit (EIN: 863893685). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Heart Of The Rockies Foundation located?
Heart Of The Rockies Foundation is headquartered in Missoula, Montana and files with the IRS under EIN 863893685. It is classified under NTEE code C34.
How many years of IRS 990 filings does Heart Of The Rockies Foundation have?
Heart Of The Rockies Foundation has 3 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data. The most recent filing shows $1.4M in total revenue.
Filing History
IRS 990 filing history for Heart Of The Rockies Foundation showing financial trends over 3 years of public records:
Over 3 years of IRS 990 filings (2021–2023), Heart Of The Rockies Foundation's revenue has grown by 124.8%, moving from $1.5M to $3.4M. Total assets increased by 147.7% over the same period, from $689K to $1.7M. Total functional expenses rose by 306.7%, from $811K to $3.3M. In its most recent filing year (2023), Heart Of The Rockies Foundation reported a surplus of $74K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $3.4M | $3.3M | $1.7M | $0 | — | — |
| 2022 | $2.3M | $1.3M | $1.6M | $0 | — | View 990 |
| 2021 | $1.5M | $811K | $689K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $3.4M, expenses of $3.3M, and assets of $1.7M (revenue +49.9% year-over-year).
- 2022: Revenue of $2.3M, expenses of $1.3M, and assets of $1.6M (revenue +50.0% year-over-year).
- 2021: Revenue of $1.5M, expenses of $811K, and assets of $689K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Heart Of The Rockies Foundation:
Data Sources and Methodology
This transparency report for Heart Of The Rockies 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.