Montana Fiduciary Management Inc
Montana Fiduciary Management Inc. consistently operates near break-even with no reported officer compensation.
EIN: 205010474 · Bozeman, MT · NTEE: P80 · Updated: 2026-03-28
Source Check Matrix
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Identity resolved verified
Montana Fiduciary Management Inc is mapped to EIN 205010474.
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13 stored filing years available.
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13 stored filing years available.
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70% program spend, health grade D
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| Metric | Value |
|---|---|
| Total Revenue | $102K |
| Total Expenses | $94K |
| Program Spending | 70% |
| Net Assets | $-9,143 |
| Transparency Score | 75/100 |
Search Intent Cockpit
Montana Fiduciary Management Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals
Montana Fiduciary Management Inc is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Montana Fiduciary Management Inc in one place.
Form 990 Filing Summary
13 filing years are available, with latest revenue of $89K and expenses of $94K.
Revenue and Expenses
Montana Fiduciary Management Inc reported $89K in revenue and $94K in expenses, a deficit of $4K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
75/100 mission score, 2 red flags, and 3 strengths are shown from structured and AI review.
Is Montana Fiduciary Management Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $66K (70%) |
Across stored filings, Montana Fiduciary Management Inc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 2 red flags identified |
| Mission spend | 70% to programs | Good |
| Financial durability | Grade D | 13 stored filing years |
| Peer context | Compare with Montana 4 H Foundation Inc | Montana and Human Services context |
Trust Check
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Montana Fiduciary Management Inc directs 70% of its spending to programs. This meets the industry benchmark of 65% for efficient nonprofits.
About Montana Fiduciary Management Inc
Montana Fiduciary Management Inc (EIN: 205010474) is a nonprofit organization based in Bozeman, MT, classified under NTEE code P80. The organization reported total revenue of $102K and total assets of $4K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Montana Fiduciary Management Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Montana Fiduciary Management Inc is a small nonprofit that has been operating for 19 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 7.5%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $89K |
| Total Expenses | $94K |
| Surplus / Deficit | $-4,413 |
| Total Assets | $2K |
| Total Liabilities | $11K |
| Net Assets | $-9,143 |
| Operating Margin | -4.9% |
| Debt-to-Asset Ratio | 546.7% |
| Months of Reserves | 0.3 months |
Financial Health Grade: D
In 2023, Montana Fiduciary Management Inc reported a deficit of $4K with expenses exceeding revenue, holds 0.3 months of operating reserves (limited), has a debt-to-asset ratio of 546.7% (high leverage).
Financial Trends
Over 13 years of filings (2011–2023), Montana Fiduciary Management Inc's revenue has grown at a compound annual growth rate (CAGR) of 7.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +6.7% | +12.9% | -67.0% |
| 2022 | +9.4% | -4.7% | +1966.3% |
| 2021 | -29.5% | -13.2% | -95.9% |
| 2020 | +27.6% | +18.2% | +272.2% |
| 2019 | +0.6% | -0.9% | +722.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Montana Fiduciary Management Inc with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 20%
- programs: 70%
- fundraising: 10%
According to IRS 990 filings, Montana Fiduciary Management Inc allocates its expenses as follows: admin: 20%, programs: 70%, fundraising: 10%. Approximately 70% goes to programs, indicating moderate mission focus.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $4K, with expenses exceeding revenue.
- Debt-to-asset ratio: 546.7%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that officers are not compensated or are compensated through non-officer means, which is highly favorable for a small organization of this size.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Montana Fiduciary Management Inc's IRS 990 filings:
- Liabilities consistently exceed assets, indicating limited financial reserves (e.g., 2023: $11,190 liabilities vs. $2,047 assets).
- Frequent operational deficits (e.g., 2023: $89,309 revenue vs. $93,722 expenses; 2021: $76,474 revenue vs. $87,167 expenses).
Strengths
The following positive indicators were identified for Montana Fiduciary Management Inc:
- Consistent reporting of 0% officer compensation, indicating strong financial transparency and potentially volunteer leadership.
- Long operational history with 13 filings, suggesting stability and commitment to its mission.
- Expenses generally track closely to revenue, indicating careful financial management despite small deficits.
Frequently Asked Questions about Montana Fiduciary Management Inc
Is Montana Fiduciary Management Inc a legitimate charity?
Montana Fiduciary Management Inc (EIN: 205010474) is a registered tax-exempt nonprofit based in Montana. Our AI analysis gives it a Mission Score of 75/100. It has 13 years of IRS 990 filings on record. Total revenue: $102K. 2 red flags identified. 3 strengths noted. Financial health grade: D.
How does Montana Fiduciary Management Inc spend its money?
Montana Fiduciary Management Inc directs 70% of its spending to programs and services. Fundraising costs 10%. This meets the 65% industry benchmark.
Are donations to Montana Fiduciary Management Inc tax-deductible?
Montana Fiduciary Management Inc is registered as a tax-exempt nonprofit (EIN: 205010474). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Montana Fiduciary Management Inc's spending goes to programs?
Montana Fiduciary Management Inc directs 70% to programs, 10% to fundraising. This meets the 65% industry benchmark for efficient nonprofits.
How does Montana Fiduciary Management Inc compare to similar nonprofits?
With a transparency score of 75/100 (Good), Montana Fiduciary Management Inc is above average for NTEE category P80 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Montana Fiduciary Management Inc located?
Montana Fiduciary Management Inc is headquartered in Bozeman, Montana and files with the IRS under EIN 205010474. It is classified under NTEE code P80.
How many years of IRS 990 filings does Montana Fiduciary Management Inc have?
Montana Fiduciary Management Inc has 13 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 $102K in total revenue.
What are the primary program activities of Montana Fiduciary Management Inc.?
The NTEE code P80 (Other Human Services) suggests a broad scope, but specific program details are not available in the provided financial data.
How does Montana Fiduciary Management Inc. manage its liabilities, which often exceed its assets?
In 2023, liabilities were $11,190 while assets were $2,047. This suggests the organization relies on ongoing revenue to cover obligations rather than substantial reserves, or that liabilities are short-term and managed through cash flow.
What is the source of the organization's revenue, given its NTEE code and financial scale?
The financial data only shows total revenue, not its sources (e.g., grants, donations, program service fees). Understanding this would provide insight into its sustainability.
Does the organization have any paid staff, given the 0% officer compensation?
While officer compensation is zero, the expense figures (e.g., $93,722 in 2023) suggest operational costs that could include staff salaries, but this is not explicitly detailed in the provided data.
Filing History
IRS 990 filing history for Montana Fiduciary Management Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Montana Fiduciary Management Inc's revenue has grown by 138.6%, moving from $37K to $89K. Total assets increased by 118.2% over the same period, from $938 to $2K. Total functional expenses rose by 131.7%, from $40K to $94K. In its most recent filing year (2023), Montana Fiduciary Management Inc reported a deficit of $4K, with expenses exceeding revenue. The organization holds $11K in liabilities against $2K in assets (debt-to-asset ratio: 546.7%), resulting in net assets of $-9,143.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $89K | $94K | $2K | $11K | — | View 990 |
| 2022 | $84K | $83K | $6K | $11K | — | View 990 |
| 2021 | $76K | $87K | $300 | $6K | — | — |
| 2020 | $108K | $100K | $7K | $2K | — | — |
| 2019 | $85K | $85K | $2K | $5K | — | View 990 |
| 2018 | $84K | $86K | $238 | $3K | — | View 990 |
| 2017 | $56K | $58K | $188 | $2K | — | View 990 |
| 2016 | $51K | $53K | $1K | $1K | — | View 990 |
| 2015 | $56K | $55K | $2K | $241 | — | View 990 |
| 2014 | $44K | $47K | $509 | $0 | — | View 990 |
| 2013 | $49K | $50K | $5K | $2K | — | View 990 |
| 2012 | $51K | $45K | $5K | $1K | — | View 990 |
| 2011 | $37K | $40K | $938 | $3K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $89K, expenses of $94K, and assets of $2K (revenue +6.7% year-over-year).
- 2022: Revenue of $84K, expenses of $83K, and assets of $6K (revenue +9.4% year-over-year).
- 2021: Revenue of $76K, expenses of $87K, and assets of $300 (revenue -29.5% year-over-year).
- 2020: Revenue of $108K, expenses of $100K, and assets of $7K (revenue +27.6% year-over-year).
- 2019: Revenue of $85K, expenses of $85K, and assets of $2K (revenue +0.6% year-over-year).
- 2018: Revenue of $84K, expenses of $86K, and assets of $238 (revenue +49.8% year-over-year).
- 2017: Revenue of $56K, expenses of $58K, and assets of $188 (revenue +9.6% year-over-year).
- 2016: Revenue of $51K, expenses of $53K, and assets of $1K (revenue -8.6% year-over-year).
- 2015: Revenue of $56K, expenses of $55K, and assets of $2K (revenue +27.6% year-over-year).
- 2014: Revenue of $44K, expenses of $47K, and assets of $509 (revenue -10.1% year-over-year).
- 2013: Revenue of $49K, expenses of $50K, and assets of $5K (revenue -4.4% year-over-year).
- 2012: Revenue of $51K, expenses of $45K, and assets of $5K (revenue +37.1% year-over-year).
- 2011: Revenue of $37K, expenses of $40K, and assets of $938.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Montana Fiduciary Management Inc:
Data Sources and Methodology
This transparency report for Montana Fiduciary Management Inc 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.