Max S Baucus Institute
EIN: 863725571 · Bozeman, MT · NTEE: T30
| Metric | Value |
|---|---|
| Total Revenue | $910K |
| Total Expenses | $428K |
| Net Assets | $1.1M |
Is Max S Baucus Institute Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Max S Baucus Institute
Max S Baucus Institute (EIN: 863725571) is a nonprofit organization based in Bozeman, MT, classified under NTEE code T30. The organization reported total revenue of $910K and total assets of $1.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Max S Baucus Institute's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Max S Baucus Institute is a small nonprofit that has been operating for 5 years, with 3 years of IRS 990 filings on record (2021–2023). Revenue has grown at a compound annual rate of 184.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $726K |
| Total Expenses | $428K |
| Surplus / Deficit | +$298K |
| Total Assets | $1.1M |
| Total Liabilities | $11K |
| Net Assets | $1.1M |
| Operating Margin | 41.0% |
| Debt-to-Asset Ratio | 1.0% |
| Months of Reserves | 30.9 months |
Financial Health Grade: A
In 2023, Max S Baucus Institute reported a surplus of $298K with revenue exceeding expenses, holds 30.9 months of operating reserves (strong position), has a debt-to-asset ratio of 1.0% (very low leverage).
Financial Trends
Over 3 years of filings (2021–2023), Max S Baucus Institute's revenue has grown at a compound annual growth rate (CAGR) of 184.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -13.9% | +99.8% | +54.5% |
| 2022 | +837.6% | — | +693.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 2021 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Max S Baucus Institute 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 Max S Baucus Institute 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 $298K, with revenue exceeding expenses.
- Debt-to-asset ratio: 1.0%.
Frequently Asked Questions about Max S Baucus Institute
Is Max S Baucus Institute a legitimate charity?
Based on AI analysis of IRS 990 filings, Max S Baucus Institute (EIN: 863725571) insufficient data. 0 red flags identified, 0 strengths noted.
How does Max S Baucus Institute spend its money?
Detailed spending breakdown data is not yet available for Max S Baucus Institute. Check back for updated IRS 990 analysis.
Are donations to Max S Baucus Institute tax-deductible?
Max S Baucus Institute is registered as a tax-exempt nonprofit (EIN: 863725571). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Max S Baucus Institute located?
Max S Baucus Institute is headquartered in Bozeman, Montana and files with the IRS under EIN 863725571. It is classified under NTEE code T30.
How many years of IRS 990 filings does Max S Baucus Institute have?
Max S Baucus Institute 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 $910K in total revenue.
Filing History
IRS 990 filing history for Max S Baucus Institute showing financial trends over 3 years of public records:
Over 3 years of IRS 990 filings (2021–2023), Max S Baucus Institute's revenue has grown by 706.9%, moving from $90K to $726K. Total assets increased by 1126.3% over the same period, from $90K to $1.1M. In its most recent filing year (2023), Max S Baucus Institute reported a surplus of $298K, with revenue exceeding expenses. The organization holds $11K in liabilities against $1.1M in assets (debt-to-asset ratio: 1.0%), resulting in net assets of $1.1M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $726K | $428K | $1.1M | $11K | — | View 990 |
| 2022 | $844K | $214K | $714K | $0 | — | View 990 |
| 2021 | $90K | $0 | $90K | $0 | — | — |
Year-by-Year Financial Summary
- 2023: Revenue of $726K, expenses of $428K, and assets of $1.1M (revenue -13.9% year-over-year).
- 2022: Revenue of $844K, expenses of $214K, and assets of $714K (revenue +837.6% year-over-year).
- 2021: Revenue of $90K, expenses of $0, and assets of $90K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Max S Baucus Institute:
Data Sources and Methodology
This transparency report for Max S Baucus Institute 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.