2026-01-21T09:32:59-06:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2024-07-01 810402506 WEST MONT WEST 4064473100 2708 BOZEMAN AVE HELENA MT 59601 DAVID PERETTO CHAIR 4064473100 2026-01-20 1 1 SAM BRUNSON CPA P01696998 4067281800 2025-12-23 2024 2025-03-06 01:10:19Z DAVID PERETTO 2708 BOZEMAN AVE HELENA MT 59601 10863392 0 X WWW.WESTMONT.ORG X 1972 MT WEST MONT EMPOWERS INDIVIDUALS WITH DISABILITIES TO SUCCEED BY PROMOTING DIGNITY, ABILITY, AND INDEPENDENCE THROUGH INNOVATIVE PROGRAMS, PARTNERSHIPS, AND PROMOTING INCLUSION IN ALL FACETS OF THE COMMUNITY. 6 6 350 6 0 0 165442 17132 9464230 10250613 35753 20121 459704 454360 10125129 10742226 0 0 0 0 8738359 8785648 0 0 0 1648324 1801074 10386683 10586722 -261554 155504 5247347 4934783 2590951 2122883 2656396 2811900 WEST MONT HAS BEEN PROVIDING SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES SINCE JULY 26, 1972. OUR AGENCY MISSION IS TO PROMOTE QUALITY OF LIFE FOR INDIVIDUALS WITH DISABILITIES THROUGH GROWTH AND INDEPENDENCE ACROSS ALL STAGES OF LIFE. 0 0 5197447 0 6641967 WEST MONT OPERATES A COMBINATION OF 13 LICENSED GROUP HOMES AND APARTMENT RESIDENTIAL SETTINGS LOCATED THROUGHOUT THE HELENA, MONTANA COMMUNITY. DURING FY2025, WE SERVED OVER 200 INDIVIDUALS. IN ADDITION TO TRAINING FOR SELF-HELP SKILLS (PERSONAL CARE, NUTRITION AND MEAL PREPARATION, COMMUNAL LIVING, ETC.), WEST MONT ENCOURAGED ALL CONSUMERS TO PARTICIPATE IN OUR ART CLUB, FIELD DAY OLYMPICS, NORDIC SKI DAY, AND INDIVIDUALLY DESIGNED COMMUNITY-BASED EVENTS (MOVIES, CONCERTS, BOWLING, VOLUNTEERING). 2026424 0 3018559 WEST MONT HAS 3 VOCATIONAL FACILITIES, ONE DAY ACTIVITY (VASTT), AND 5 PASS PROGRAMS, AND PROVIDED SERVICES FOR AN AVERAGE OF 100 CONSUMERS FROM MONDAY THROUGH FRIDAY IN FY2025. TO PROVIDE QUALITY VOCATIONAL SERVICES AND TO GENERATE 3RD PARTY, NON-CONTRACT REVENUE, WEST MONT HAS DEVELOPED SEVERAL OPPORTUNITIES TO GENERATE THIRD-PARTY REVENUE: FLOWER SALES, GREENHOUSE TOMATOES, PUMPKINS, BEDDING PLANTS, FARMER'S MARKET, SHREDDING, JANITORIAL CREW, DIRECT MAILING, AND A PETTING ZOO. 836686 0 1044447 SUPPORTED SERVICES IS WEST MONT'S FASTEST GROWING PROGRAM, PROVIDING ESSENTIAL RESIDENTIAL AND/OR VOCATIONAL SUPPORT TO OVER 80 INDIVIDUALS WITH DISABILITIES. THESE CONSUMERS EITHER LIVE INDEPENDENTLY OR ARE STILL RESIDING WITH FAMILY MEMBERS. SEVERAL HAVE COMMUNITY-BASED JOBS AND CAN USE PUBLIC TRANSPORTATION TO COMMUTE AROUND THE COMMUNITY. SERVICES RANGE FROM JOB COACHING, TEACHING INTERVIEW SKILLS AND WHAT IS APPROPRIATE TO WEAR TO AN INTERVIEW, TO ASSISTANCE WITH MEDICATIONS, MEAL PREPARATION, MEDICAL APPOINTMENTS, AND SOCIALIZATION. 8060557 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 14 0 350 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 4064473100 2708 BOZEMAN AVE HELENA MT 59601 DAVID PERETTO CHAIR 1.00 1.00 X X 0 0 0 BRANDON BOKA DIRECTOR 1.00 0.00 X 0 0 0 KATHLEEN GILBOY DIRECTOR 1.00 0.00 X 0 0 0 CHRISTINA LIPETSKY DIRECTOR 1.00 0.00 X 0 0 0 NANCY NIELSEN DIRECTOR 1.00 0.00 X 0 0 0 MICHELLE SCOTT DIRECTOR 1.00 0.00 X 0 0 0 LAURA KNEEDLER PRESIDENT & CEO 40.00 5.00 X 78823 0 3205 GIA BRADLEY VP ADMIN & FINANCE (TERMED 6.25) 30.00 10.00 X 96869 0 10491 175692 0 13696 0 0 0 0 0 5000 12132 17132 GROUP HOMES & RESIDENTIAL APARTME 623000 6639506 6639506 VOCATIONAL REHABILITATION 624310 2564199 2564199 SUPPORTED LIVING 624310 1044447 1044447 OTHER PROGRAM SERVICE REVENUE 624310 2461 2461 10250613 19921 19921 200 0 200 200 200 575526 121166 454360 454360 10742226 10704973 0 20121 279896 230559 49337 7083713 5879481 1204232 68475 31800 36675 669309 547320 121989 684255 565692 118563 3299 3299 46417 46417 13165 13165 89398 27635 61763 16446 12663 3783 110909 89220 21689 38197 37051 1146 669220 144890 524330 77921 76222 1699 2903 1684 1219 82446 82446 257246 5145 252101 FOOD & HOUSEHOLD 286784 281048 5736 REPAIRS & MAINTENANCE 35473 34409 1064 EDUCATION & TRAINING 23692 237 23455 EMPLOYEE RECOGNITION 15033 150 14883 32525 12905 19620 10586722 8060557 2526165 0 26396 26454 1501004 1428658 1331536 1457989 32045 38764 1248146 827254 434256 420892 1922110 1562026 5247347 4934783 666841 558057 80642 87881 1843468 1476945 2590951 2122883 X 2656396 2811900 2656396 2811900 5247347 4934783 155504 0 X X 0 1 X 1 0 X 1727517 211 71795 165442 17132 1982097 8324207 9242851 8986227 10035855 10826139 47415279 10051724 9243062 9058022 10201297 10843271 49397376 0 0 0 49397376 243 246 15232 33789 19921 69431 243 246 15232 33789 19921 69431 10051967 9243308 9073254 10235086 10863192 49466807 0.99860 0.99890 0.00140 0.00110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 844399 93159 6955 930603 755255 95361 6217 844399 678266 61452 4332 735386 780123 -90750 11107 678266 627481 158510 5868 780123 0.00000 0.55609 0.44391 0 1 1 17236 7992 9244 159977 145895 14082 1070933 673367 397566 420892 OPERATING LEASE OBLIGATION 1474145 CLIENT COLLECTIVE TRUST 87881 1562026 OPERATING LEASE OBLIGATION 1474145 RENTAL DEPOSITS 2800 1476945 X PART IV, LINE 2B: CASH IN CLIENT TRUST FUNDS REPRESENTS CASH DEPOSITS HELD BY THE ORGANIZATION ON BEHALF OF ITS CLIENTS. PART V, LINE 4: THE ORGANIZATION HAS A POLICY OF SPENDING ONLY THE ACCUMULATED EARNINGS ON THE ENDOWMENT. THE EARNINGS WILL BE USED FOR THE FARM EXPANSION PROJECT. 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. MANAGEMENT DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025, AND 2024. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTANT AND A COPY IS PROVIDED TO EACH BOARD MEMBER FOR REVIEW PRIOR TO FILING. 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. IF THERE IS A DISAGREEMENT OVER THE EXISTENCE OF A CONFLICT OF INTEREST, THE AFFECTED BOARD MEMBER SHALL MAKE THEMSELF AVAILABLE TO ANSWER ANY QUESTIONS FROM THE REMAINING BOARD MEMBERS. THE REMAINING BOARD MEMBERS SHALL VOTE ON WHETHER A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15A A SUB-COMMITTEE OF THE BOARD ASSEMBLES DATA RELATING TO PERFORMANCE AND COMPENSATION ISSUES OF THE PRESIDENT. THE SUB-COMMITTEE MEETS AND MAKES RECOMMENDATIONS TO THE FULL BOARD. THE BOARD VOTES ON A FINAL COMPENSATION PACKAGE ANNUALLY OR AS NEEDED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCIAL STATEMENT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE ORGANIZATION HAS A BOARD OF DIRECTORS WHO APPROVED THE BUDGET AT THE BEGINNING OF THE FISCAL YEAR. THE BOARD MET MANY TIMES THROUGHOUT THE YEAR TO REVIEW THE MONTHLY FINANCIAL STATEMENTS. THE WEST MONT FOUNDATION 2708 BOZEMAN AVE HELENA MT 59601 460466591 TO SUPPORT WEST MONT MT 501(C)(3) LINE 12B, II WEST MONT 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 THE WEST MONT FOUNDATION K 510000 FMV THE WEST MONT FOUNDATION O 207383 FMV