2024-01-16T16:41:17-06:00 2023-06-30 390758449 WIPFLI LLP 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2022-07-01 460466591 THE WEST MONT FOUNDATION WEST 4064473100 2708 BOZEMAN AVENUE HELENA MT 59601 GREG PACE CHAIR 4064473100 2023-11-27 1 GREG PACE XXX-XX-XXXX 1 SAM BRUNSON CPA P01696998 4067281800 2023-11-21 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GREG PACE 2708 BOZEMAN AVENUE HELENA MT 59601 1059168 0 X WWW.WESTMONT.ORG X 2002 MT THE WEST MONT FOUNDATION IS A SINGLE PURPOSE FOUNDATION WHICH WAS DEVELOPED IN 2002 TO SUPPORT THE OPERATING COMPANY, WEST MONT. 9 9 0 9 16216 0 249400 293724 519396 506908 640139 160312 -36490 -2349 1372445 958595 0 0 0 0 0 0 0 0 0 743233 748767 743233 748767 629212 209828 11848387 12250611 986533 880295 10861854 11370316 X THE WEST MONT FOUNDATION IS A SINGLE PURPOSE FOUNDATION WHICH WAS DEVELOPED IN 2002 TO SUPPORT THE OPERATING COMPANY, WEST MONT. 0 0 480703 0 506908 WEST MONT FOUNDATION HOLDS ALL THE ASSETS FOR RESIDENTIAL AND VOCATIONAL PROPERTIES OCCUPIED BY THE CLIENTS THAT WEST MONT SERVES. THE FOUNDATION IS THE MAJOR FUNDRAISING ENTITY.THE FOUNDATION IS GOVERNED BY A NINE PERSON BOARD OF DIRECTORS. THE ANNUAL MEETING IS HELD IN JANUARY. CURRENTLY TWO OF THE DIRECTORS ARE ALSO MEMBERS OF THE WEST MONT BOARD, SO INFORMATION IS ALWAYS SHARED BETWEEN BOTH COMPANIES ALTHOUGH ELECTIONS, MEETINGS, MINUTES, FINANCIALS, ETC., ARE ALL CONDUCTED SEPARATELY. THE FOUNDATION REIMBURSES A PERCENTAGE OF SALARY FOR SEVERAL OF THE WEST MONT ADMINISTRATIVE STAFF FOR THEIR TIME SPENT ON FOUNDATION ACTIVITIES. BOTH THE FOUNDATION AND WEST MONT BOARDS PARTICIPATE IN THE ANNUAL EVALUATION OF THE COMPANY PRESIDENT. 480703 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 4064473100 2708 BOZEMAN AVENUE HELENA MT 59601 GREG PACE CHAIR 1.00 0.00 X X 0 0 0 LARRY FASBENDER VICE CHAIR 1.00 0.00 X X 0 0 0 JOHN BETTS DIRECTOR 1.00 0.00 X 0 0 0 LOREN BROWN DIRECTOR 1.00 0.00 X 0 0 0 STEPHANIE CRIDER-PRIDEMORE DIRECTOR 1.00 0.00 X 0 0 0 DAVID PERETTO DIRECTOR 1.00 1.00 X 0 0 0 SUSAN PESTA DIRECTOR 1.00 0.00 X 0 0 0 ANDREW PIDA DIRECTOR 1.00 0.00 X 0 0 0 TROY SHOCKLEY DIRECTOR 1.00 0.00 X 0 0 0 ASHLEIGH HEIMBACH PRESIDENT/CEO 5.00 40.00 X 0 112739 15850 0 112739 15850 0 0 0 0 BUILD PRO 479 LINCOLN RD WEST HELENA MT 59602 CONSTRUCTION 204629 1 766 31030 15000 246928 293724 RENTAL INCOME 623000 503948 503948 CLIENT REVENUE 623000 2960 2960 506908 160312 160312 6636 0 6636 6636 6636 84826 31030 100573 -15747 16216 -31963 6762 0 6762 6762 958595 506908 16216 141747 7800 7800 57683 14421 43262 26817 20649 6168 13989 13500 489 441 428 13 88 82 6 38624 38624 231984 231984 64967 1299 63668 OPERATING EXPENSES 208472 111363 97109 REPAIRS & MAINTENANCE 61908 60051 1857 LICENSES, FEES, DUES 28147 24488 3659 EDUCATION EXPESES 5103 51 5052 2744 2387 357 748767 480703 268064 0 216656 248769 834272 812897 10903 14758 380479 309897 17898 12914 10338304 3971592 6297318 6366712 4090861 4484664 11848387 12250611 74238 45146 25011 29375 887284 805774 986533 880295 X 10111375 10546745 750479 823571 10861854 11370316 11848387 12250611 209828 298634 0 X X 0 1 X 1 0 X X X 1 WEST MONT 810402506 10 1 0 509184 1 0 509184 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C, LINE 1 THE CONTROL AND MANAGEMENT OF THE ORGANIZATION IS MAINTAINED WITH WEST MONT, THE SUPPORTED ORGANIZATION THROUGH THE ORGANIZATIONAL DOCUMENTS. WEST MONT APPOINTS THE BOARD OF DIRECTORS AND OFFICERS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 678266 61452 4332 735386 780123 -90750 11107 678266 627382 158609 5868 780123 626882 500 627382 596221 30661 626882 0.00000 1.00000 0.00000 0 0 565840 565840 9229828 3897712 5332116 82490 69466 13024 460146 4414 455732 6366712 X PART V, LINE 4: INVESTMENT EARNINGS TO BE USED FOR FARM GROUP HOME IMPROVEMENTS AND NEEDS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR CHARITABLE CONTRIBUTIONS UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. CHRISTMAS TREE LOT 57257 57257 41041 WTG CONCERT 58599 31030 27569 4142 21550 33840 115856 31030 84826 4142 21550 74881 100573 -15747 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS OUTSOURCED TO A CPA FIRM FOR PREPARATION AND REVIEWED BY THE PRESIDENT AND VICE PRESIDENT FINANCE AND ADMINISTRATION. FORM 990 AND YEAR-END FINANCIALS ARE APPROVED BY THE BOARD AFTER PRESENTATION BY AUDITORS OF THE CONSOLIDATED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO FOLLOW THE CONFLICT OF INTEREST POLICY AS SET FORTH BY THE ORGANIZATION. BOARD MEMBERS ARE REQUIRED TO REVIEW AND UPDATE A CONFLICT OF INTEREST STATEMENT ANNUALLY ENSURING THEY ARE STILL IN COMPLIANCE WITH THE POLICY. IF THERE IS A CONFLICT OF INTEREST, THE AFFECTED BOARD MEMBER SHALL DISCLOSE THE EXISTENCE OF THE CONFLICT TO THE CHAIR, VICE-CHAIR, OR PRESIDENT AND SHALL WITHDRAW FROM ANY DISCUSSION OR VOTE ON THE ISSUE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT. WEST MONT 2708 BOZEMAN AVE HELENA MT 59601 810402506 SUPPORT INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES MT 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 WEST MONT J 509184 FMV WEST MONT O 207693 FMV