Montana Policy Institute

Montana Policy Institute reports $0 revenue and assets, indicating potential inactivity after years of operating deficits.

EIN: 202591461 · Helena, MT · NTEE: W05 · Updated: 2026-03-28

$0Revenue
$0Assets
20/100Mission Score (Poor)
W05
Montana Policy Institute Financial Summary
MetricValue
Total Expenses$96K
CEO/Top Officer Pay$500,000
Net Assets$49K
Transparency Score20/100

Is Montana Policy Institute Legit?

Significant Concerns

GoodFiling Consistency
UnknownSpending Efficiency
ModerateTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

About Montana Policy Institute

Montana Policy Institute (EIN: 202591461) is a nonprofit organization based in Helena, MT, classified under NTEE code W05. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Montana Policy Institute's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
MicroSize Classification
4Years of Filings
MixedRevenue Trajectory

Montana Policy Institute is a micro nonprofit that has been operating for 20 years, with 4 years of IRS 990 filings on record (2011–2016). Revenue has grown at a compound annual rate of -25.0%.

Key Financial Metrics (2016)

From the most recent IRS 990 filing on record:

Total Revenue$60K
Total Expenses$96K
Surplus / Deficit$-35,986
Total Assets$49K
Net Assets$49K
Operating Margin-60.3%
Months of Reserves6.1 months

Financial Health Grade: B

In 2016, Montana Policy Institute reported a deficit of $36K with expenses exceeding revenue, holds 6.1 months of operating reserves (strong position).

Financial Trends

Over 4 years of filings (2011–2016), Montana Policy Institute's revenue has declined at a compound annual growth rate (CAGR) of -25.0%.

YearRevenue ChangeExpense ChangeAsset Change
2016+817.7%+887.6%+626.3%
2014-98.6%-98.1%-90.1%
2012+88.1%+15.9%-41.9%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2006

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Montana Policy Institute exhibits a concerning financial trend, with its latest reported revenue and assets at $0, suggesting potential inactivity or significant financial distress. Historically, the organization has frequently operated at a deficit, with expenses exceeding revenue in multiple periods, such as 2016 ($95,636 expenses vs. $59,650 revenue) and 2012 ($506,110 expenses vs. $473,128 revenue). This consistent spending beyond income raises questions about long-term sustainability and funding sources. While officer compensation has consistently been reported as 0%, which is positive for donor perception, the overall financial health appears precarious given the current $0 revenue and asset status. The organization's spending efficiency cannot be fully assessed without a detailed breakdown of program, administrative, and fundraising expenses, which are not provided in the summary data. However, the recurring deficits indicate an inability to manage expenses within its income, which is a significant inefficiency. The lack of recent financial activity (zero revenue/assets) also impacts transparency, as there's no current financial data to analyze for accountability. The historical data shows a fluctuating financial picture, with a peak in revenue and expenses in 2012, followed by a sharp decline, culminating in the current dormant state. Given the available data, the organization's financial health is poor, marked by historical deficits and a current state of apparent inactivity. While transparency regarding officer compensation is good, the overall lack of detailed spending breakdowns and the current financial dormancy limit a comprehensive assessment of efficiency and accountability.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Montana Policy Institute with a Mission Score of 20 out of 100 (Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 0%
  • programs: 0%
  • fundraising: 0%

According to IRS 990 filings, Montana Policy Institute allocates its expenses as follows: admin: 0%, programs: 0%, fundraising: 0%.

Key Financial Metrics (2016)

From the most recent IRS 990 filing on record:

$60KTotal Revenue
$96KTotal Expenses
$49KTotal Assets
$49KNet Assets
  • The organization reported a deficit of $36K, with expenses exceeding revenue.

Executive Compensation Analysis

Executive compensation has consistently been reported as 0% across all available filing periods, which is commendable for an organization of its historical size, particularly when its expenses reached over $500,000 in 2012.

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 Policy Institute's IRS 990 filings:

  • Latest reported revenue and assets are $0, indicating potential dormancy or cessation of operations.
  • Consistent history of operating at a deficit, with expenses exceeding revenue in multiple periods (e.g., 2016, 2012, 2011).
  • Significant decline in financial activity from 2012 to the present, raising questions about sustainability.

Strengths

The following positive indicators were identified for Montana Policy Institute:

  • Consistently reported 0% officer compensation across all available filing periods, indicating a commitment to minimizing administrative overhead in this area.

Frequently Asked Questions about Montana Policy Institute

Is Montana Policy Institute a legitimate charity?

Montana Policy Institute (EIN: 202591461) is a registered tax-exempt nonprofit based in Montana. Our AI analysis gives it a Mission Score of 20/100. It has 4 years of IRS 990 filings on record. 3 red flags identified. 1 strength noted. Financial health grade: B.

How does Montana Policy Institute spend its money?

Montana Policy Institute reported its financials in IRS 990 filings. 4 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.

Are donations to Montana Policy Institute tax-deductible?

Montana Policy Institute is registered as a tax-exempt nonprofit (EIN: 202591461). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Montana Policy Institute CEO make?

Montana Policy Institute's highest-compensated officer earns $500,000 annually. Executive compensation data is disclosed in IRS 990 filings.

How does Montana Policy Institute compare to similar nonprofits?

With a transparency score of 20/100 (Poor), Montana Policy Institute is below average for NTEE category W05 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Montana Policy Institute located?

Montana Policy Institute is headquartered in Helena, Montana and files with the IRS under EIN 202591461. It is classified under NTEE code W05.

How many years of IRS 990 filings does Montana Policy Institute have?

Montana Policy Institute has 4 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data.

Why does the Montana Policy Institute currently report $0 in revenue and assets?

The latest available data indicates the organization has $0 in both revenue and assets, suggesting it may be inactive or in the process of dissolution. Further investigation into recent filings or public records would be needed to confirm its current operational status.

How has the organization funded its operations given its history of deficits?

The organization has frequently spent more than it earned, for example, in 2016 expenses were $95,636 against $59,650 in revenue. This suggests reliance on prior year reserves, loans, or other non-revenue funding sources to cover operational shortfalls, though specific details are not provided in this summary.

What caused the significant decline in revenue and assets from 2012 to 2016?

Revenue dropped from $473,128 in 2012 to $59,650 in 2016, and assets declined from $67,585 to $48,794 in the same period. This sharp decrease could be due to a loss of major donors, changes in funding priorities, or a shift in organizational strategy, but the specific reasons are not detailed in the provided data.

Filing History

IRS 990 filing history for Montana Policy Institute showing financial trends over 4 years of public records:

Over 4 years of IRS 990 filings (2011–2016), Montana Policy Institute's revenue has declined by 76.3%, moving from $251K to $60K. Total assets decreased by 58% over the same period, from $116K to $49K. Total functional expenses fell by 78.1%, from $437K to $96K. In its most recent filing year (2016), Montana Policy Institute reported a deficit of $36K, with expenses exceeding revenue.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2016 $60K $96K $49K $0 View 990
2014 $7K $10K $7K $28K
2012 $473K $506K $68K $16K View 990
2011 $251K $437K $116K $32K View 990

Year-by-Year Financial Summary

  • 2016: Revenue of $60K, expenses of $96K, and assets of $49K (revenue +817.7% year-over-year).
  • 2014: Revenue of $7K, expenses of $10K, and assets of $7K (revenue -98.6% year-over-year).
  • 2012: Revenue of $473K, expenses of $506K, and assets of $68K (revenue +88.1% year-over-year).
  • 2011: Revenue of $251K, expenses of $437K, and assets of $116K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Montana Policy Institute:

2016 Filing 2014 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Montana Policy 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.

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