2026-07-17T08:21:51-07:00 2025-12-31 522408237 Carver Florek & James LLC 2315 McDonald Avenue Suite 300 Missoula MT 59801 990 2025-01-01 933037949 ZERO TO FIVE MONTANA ZERO 4065131115 7 W 6TH AVE 504 HELENA MT 59601 CAITLIN JENSEN Executive Director 2026-07-17 true Angel Sharp CPA P00964705 4067285539 2025 2025-03-06 01:10:19Z CAITLIN JENSEN 7 W 6TH AVE 504 HELENA MT 59601 5218606 false X zerotofive.org X 2023 MT Zero to Five Montanas mission is to work for our children, for our future. Our promise is to stabilize, innovate, and build the early childhood system so Montana families and communities can thrive. We are a statewide early childhood organization, focused on increasing access to early care and education, supporting and strengthening families, uplifting voices, and empowering small businesses and communities to best support families with young children. We are nonpartisan and focused on solutions that work toward a Montana dedicated to every child. 4 4 16 4 0 2613718 5185612 0 0 7303 32994 2621021 5218606 70000 1983500 0 1006836 1302192 0 45356 1419946 786502 2496782 4072194 124239 1146412 1559504 1599491 1435235 328810 124269 1270681 Zero to Five Montanas mission is to work for our children, for our future. Our promise is to stabilize, innovate, and build the early childhood system so Montana families and communities can thrive. We are a statewide early childhood organization, focused on increasing access to early care and education, supporting and strengthening families, uplifting voices, and empowering small businesses and communities to best support families with young children. We are nonpartisan and focused on solutions that work toward a Montana dedicated to every child. false false 3391911 At Zero to Five Montana, we work to merge policy and achievable solutions to enhance Montanas early childhood system. We recognize that meaningful change is achieved through concrete, collaborative actions aligned with long-term policy goals, adapting to the evolving needs of children and families across our state. We build momentum through grassroots advocacy, storytelling, and strategic collaboration at the community, state, tribal, and national levels. With nearly 1,000 local partnersincluding parents, providers, businesses, educators, and community coalitionswe are advancing a long-term movement for greater value and investment in early childhood. Our strong relationships with national, state, and local partners enable us to provide a well-informed perspective on a broad range of early childhood issues. As a convenor, connector, and communicator we drive a collective movement toward a shared vision for Montanas children and families. Our key objectives include: Convener: Facilitate strategies to advance early childhood priorities including leading coalitions such as the Montana Early Learning Alliance, the Montana Early Childhood Tribal Coalition, the Strong Start Alliance, and Montanas Early Childhood Network.Collaborator: Prioritize relationship-building across all aspects of our work. Through grassroots and grasstops strategies, we offer policy guidance, advocacy support, and capacity-building resources, including technical assistance, education, and trainings-working closely with local early childhood coalitions and supporting parent peer support groups in communities.Communicator: Serve as a trusted resource for policymakers and stakeholders by providing policy research, issue briefs, expert consultation, polling data, and compelling stories from across Montana. We ensure data and lived experiences are central to our messaging.Montana Child Care Business Connect (MCCBC), a program of Zero to Five Montana, is a statewide hub for child care business development and innovation. MCCBC was launched from American Rescue Plan Act (ARPA) funding through a competitive Montana Department of Public Health and Human Services (DPHHS) grant awarded in May 2022. This program is currently funded by the DPHHS through a Child Care Development Fund (CCDF) Business Supports Contract. MCCBC supports new and expanding child care providers, employers, and community initiatives to stabilize and grow Montanas early childhood system. Through peer mentoring, individual consultations, professional development, and a business focused online resource hub, child care business owners gain essential business skills. MCCBC also supports shared services for providers to access, including virtual care services. In 2025, MCCBC led to tangible outcomes for programs within the child care sector that engaged in the free services offered:New child care businesses: 7 new child care program starts, and 3 child care program expansions supportedIncreased child care capacity: Support services contributed to 155 new child care slotsEnhanced business knowledge: 57 professional development opportunities offered, with 31 home-based providers graduating from an intensive 10-week business focused series. 50 programs were supported through 2024 and 2025 in a Workforce Recruitment and Retention initiative where program leaders received technical assistance, resources, training, and support to develop, implement, and plan sustainability for effective recruitment and retention practices.Access to shared services: In 2025, 26 programs supported their staff by enrolling in AllyHealth Virtual Care services.Community focused work: 88 total community training and technical assistance meetings facilitated across multiple communities.By equipping child care business entrepreneurs with the tools to succeed, MCCBC has helped increase access to child care for Montana families and supported child care businesses to be more sustainable.MCCBC also supports community-led initiatives aimed at increasing the supply of early care and education slots and growing a robust early childhood system. The team offers ongoing, one-on-one, customizable technical assistance and training related to early childhood community development. Additionally, MCCBC facilitates an annual Community Child Care Capacity Building Cohort, prioritizing peer learning through the foundational stages of collaborative action. This model guides community groups through team building, data collection and analysis, solution-focused discussions, action planning, and more.Family Forward Montana In 2025, Zero to Five Montana advanced its Family Forward Montana initiative to support employer adoption of family-friendly workplace practices that improve retention and workforce stability. The program provided technical assistance, toolkits, and guidance to employers implementing policies such as flexible scheduling, paid leave, and employer-sponsored child care benefits.Family Forward Montana joined the Best Place for Working Parents network, giving employers access to an online self-assessment of ten research-backed policies and the opportunity to earn a real-time designation recognizing implementation of family-friendly practices. In 2025, 22 employers received the Best Place for Working Parents designation.To address workforce challenges related to child care, Zero to Five Montana, in partnership with the Montana Department of Public Health and Human Services Bright Futures Birth to Five Program, administered approximately $2 million in employer-sponsored child care grants. In 2025, 28 employers received subawards to implement solutions including tuition assistance, dependent care benefits, reserved child care slots, and onsite or near-site care.These efforts benefited an estimated 230 employees (estimate) by increasing access to child care and reducing barriers to workforce participation.The programs short-term objective is increasing employer adoption of family-friendly policies; its long-term objective is statewide implementation to strengthen Montanas workforce and economy. 3391911 true true false false false false false false false false false false false true true true true true false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 19 0 true 16 true false false false false false false false 0 false false false false false false false X 4 4 false false false false false false false true false false false true true true true true true true true false X X NORILINA HARVEL 4065131115 7 W 6TH AVE 504 HELENA MT 59601 CAITLIN JENSEN Executive Dir. 40.00 0.00 X 119591 0 4239 NORILINA HARVEL Dir. Operations 40.00 0.00 X 85186 0 21866 JIM FITZGERALD President 1.00 0.00 X X 0 0 0 DENISE INCORONATO Vice President 1.00 0.00 X X 0 0 0 JENNA RHOADS Secretary 1.00 0.00 X X 0 0 0 KRYSTAL STEWART finance chair 1.00 0.00 X 0 0 0 204777 26105 1 false false false THE WENDT AGENCY 105 PARK DR S GREAT FALLS MT 59401 ONLINE DEVELOPMENT NEW WORLD NOW 6737 W WASHINGTON ST STE 4225 MILWAUKEE WI 53214 BUSINESS TECHNICAL ASSIST PROGRAM AND POLICY INSIGHT LLC 3935 NE STANTON ST PORTLAND OR 97212 CONSULTING SERVICES 0 3179017 2006595 5185612 0 0 0 0 0 0 0 0 0 Miscellaneous Income 900099 5538 5538 Telehealth Services 624100 27456 27456 32994 5218606 32994 1983500 1983500 0 0 0 214961 214961 0 871610 487465 384145 0 136960 113491 23469 78661 66862 11799 0 1670 700 970 71100 3000 68100 0 0 0 344838 285986 13852 45000 5882 4159 1723 47520 21515 26005 21712 21712 0 38431 12317 26114 63792 56591 7201 0 0 0 0 0 8481 8481 EVENT EXPENSE 62135 58815 3320 PROGRAM EXPENSE 50453 50395 58 SOFTWARE & APPS 31765 6147 25362 256 Shared Service 31292 24956 6336 7431 1051 6280 100 4072194 3391911 634927 45356 1340391 505389 0 0 207232 937804 0 0 0 0 9381 24786 0 0 0 0 0 2500 131512 1559504 1599491 110578 129242 1324657 70556 129012 1435235 328810 X 124269 1070681 200000 124269 1270681 1559504 1599491 1146412 X false true X true true true X 30 2613718 5185612 7799360 0 0 30 2613718 5185612 7799360 0 7799360 0 0 0 7799360 40297 X 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RIGHT OF USE ASSET 129012 Security Deposits 2500 131512 LEASE LIABILITY 129012 129012 X 5218606 5218606 5218606 4072194 4072194 4072194 Part X : FIN48 Footnote The Organization is exempt from income tax under provisions of Section 501(c)(3) of the Internal Revenue Code. This code enables the Organization to accept donations that qualify as charitable contributions to the donor. The Organization's increase in net assets is generally not subject to income taxes. However, income from certain activities not directly related to the Organization?s taxexemptpurpose is subject to taxation as unrelated business income. No provision for income tax has been recorded in the financial statements as management does not believe there was any unrelatedbusiness taxable income in 2025 or 2024. false ADVICEPAY INC 24 E MAIN STREET BOZEMAN MT 59715 812393123 60000 0 EARLY CHILD CARE & EDUCATION BIG SANDY PHARMACY 158 JOHANNES AVE BIG SANDY MT 59520 271951626 68000 0 EARLY CHILD CARE & EDUCATION BIG SKY YOUTH EMPOWERMENT 225 EAST MENDENHALL STREET BOSEMAN MT 59715 810543203 15021 0 EARLY CHILD CARE & EDUCATION BITTERROOT VALLEY CHAMBER OF 105 E MAIN ST HAMILTON MT 59840 810143676 70000 0 EARLY CHILD CARE & EDUCATION CHOTEAU SCHOOL DISTRICT 102 7TH AVE NW CHOTEAU MT 59422 816001015 64500 0 EARLY CHILD CARE & EDUCATION COUNTY OF JUDITH BASIN SD#25 108 6TH STREET E HOBSON MT 59452 816000534 36460 0 EARLY CHILD CARE & EDUCATION COUNTY OF JUDITH BASIN SD#58 103 3RD STREET EAST GEYSER MT 59447 816000542 54503 0 EARLY CHILD CARE & EDUCATION COUNTY OF TETON 1 MAIN AVE S PO BOX 610 CHOTEAU MT 59422 816001436 84500 0 EARLY CHILD CARE & EDUCATION COUNTY OF TETON SD 28C 101 2ND STREET NE DUTTON MT 59433 816001023 140000 0 EARLY CHILD CARE & EDUCATION DODGEWORKS PT INC 5000 BLUE MOUNTAIN ROAD MISSOULA MT 59804 810535790 67380 0 EARLY CHILD CARE & EDUCATION ECHO CHURCH 2210 DODGE AVENUE HELENA MT 59601 810364301 99530 0 EARLY CHILD CARE & EDUCATION EXPLORATIONWORKS 995 CAROUSEL WAY HELENA MT 59601 810541491 82500 0 EARLY CHILD CARE & EDUCATION FRONTIER FAMILY PRACTICE 201 1ST AVE N PO BOX 37 FAIRFIELD MT 59436 454172640 18000 0 EARLY CHILD CARE & EDUCATION GERALDINE PUBLIC SCHOOLS PO BOX 347 238 BREWSTER ST GERALDINE MT 59446 816000187 65000 0 EARLY CHILD CARE & EDUCATION GRASS RANGE SD #27 310 EAST 2ND STREET GRASS RANGE MT 59032 816000319 40000 0 EARLY CHILD CARE & EDUCATION GREAT FALLS AREA CHAMBER OF C 9 3RD STREET N STE 101 GREAT FALLS MT 59401 810141650 10500 0 EARLY CHILD CARE & EDUCATION GREAT WEST ENGINEERING INC 2501 BELT VIEW DRIVE HELENA MT 59601 202501633 75000 0 EARLY CHILD CARE & EDUCATION GREATER GALLATIN UNITED WAY 945 TECHNOLOGY BLVD 101F BOZEMAN MT 59718 810384820 50000 0 EARLY CHILD CARE & EDUCATION JOLIET PUBLIC SCHOOLS 300 N PARK ST JOLIET MT 59041 819000069 100000 0 EARLY CHILD CARE & EDUCATION LIVINGSTON HEALTHCARE 320 ALPENGLOW LN LIVINGSTON MT 59047 810378200 108210 0 EARLY CHILD CARE & EDUCATION LONE MTN LAND CO OPERATIONS 25 TOWN CENTER PO BOX 160040 BIG SKY MT 59716 933834011 84500 0 EARLY CHILD CARE & EDUCATION MOCCASIN MTN HEALTH CLINIC 629 NE MAIN ST STE 2 LEWISTOWN MT 59457 993092014 46500 0 EARLY CHILD CARE & EDUCATION OPPORTUNITIES INC 905 1AT AVE S PO BOX 2289 GREAT FALLS MT 59403 810295813 140000 0 EARLY CHILD CARE & EDUCATION OPPORTUNITY BANK OF MONTANA PO BOX 4999 HELENA MT 59604 810105500 81250 0 EARLY CHILD CARE & EDUCATION SILVER CITY STONE LLC 1320 MARSHALL LN HELENA MT 59601 202747085 40000 0 EARLY CHILD CARE & EDUCATION SUPERIOR SCHOOL DIST#3 PO BOX 400 10030 5TH AVE E SUPERIOR MT 59872 816000657 140000 0 EARLY CHILD CARE & EDUCATION ULTRA GRAPHICS LLC 3413 GABEL RD BILLINGS MT 59102 460873741 54000 0 EARLY CHILD CARE & EDUCATION WINIFRED SCHOOL DIST PO BOX 109 500 MAIN ST WINIFRED MT 59489 816000347 88146 0 EARLY CHILD CARE & EDUCATION 0 28 Form 990, Part VI, Section B, Line 11b THE BOARD OF DIRECTORS ARE PROVIDED WITH A COPY OF FORM 990 BEFORE FILING BY UPLOADING ONTO THE ONBOARD PORTAL. THE BOARD REVIEWS AND APPROVES THE IRS FORM 990 ANNUAL TAX FILING PRIOR TO SUBMISSION EITHER AT A BOARD MEETING OR VIA EMAIL TO THE EXECUTIVE DIRECTOR TO DOCUMENT ACKNOWLEDGEMENT. Form 990, Part VI, Section B, Line 12c CONFLICT OF INTEREST POLICY DESCRIPTION OF THE MONITORING PROCESS: 1. ANNUAL STATEMENT ATTESTATION BY BOARD MEMBERS OR WHEN NEW TO THE BOARD2. EACH MEMBER HAS A DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST AND MAY MAKE A PRESENTATION TO THE GOVERNING BOARD. THE DETERMINATION OF WHETHER A CONFLICT EXISTS WILL BE REVIEWED BY THE BOARD. 3. THE BOARD WILL REVIEW VIOLATIONS OF THE CONFLICT. THE VIOLATIONS MAY BE REPORTED BY STAFF OR EXTERNAL SOURCES, WHICH THE BOARD WILL INVESTIGATE THE CIRCUMSTANCES. 4. PERIODIC REVIEW BY THE BOARD, WHICH MAY BE PROMPTED BY STAFF OR THROUGH MONTHLY BOARD REPORTS - INCLUDING FINANCIAL STATEMENTS OR GRANT PROPOSALS PRESENTED. Form 990, Part VI, Section B, Line 15a THE BOARD OF DIRECTORS MET AND REVIEWED THE EXECUTIVE DIRECTOR'S COMPENSATION. THIS REVIEW INCLUDED COMPARATIVE INFORMATION TO THE COMPENSATION SURVEY PUBLISHED BY MONTANA NONPROFIT ASSOCIATION IN 2024. THE BOARD ALSO REVIEWED THE ACTUAL COMPENSATION RECEIVED BY THE EXECUTIVE DIRECTOR TO EVALUATE THAT BENCHMARK COMPARED TO THE MARKET SURVEY BEFORE MAKING ANY ADJUSTMENTS. Form 990, Part VI, Section B, Line 15b For key employees (Director of Operations, Director of Program Services, Policy and Engagement Director, and Communication Director), the compensation analysis was compiled by the Executive Director. This review includes comparative information to the compensation survey published by Montana Nonprofit Association in 2024. The Executive Director provided the information for the board to review the actual compensation received by the respective leadership position to evaluate that benchmark comparted to the market survey before approving any adjustments. Form 990, Part VI, Section C, Line 19 No documents available to the public.