2026-01-21T09:45:39-06:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2024-07-01 460466591 THE WEST MONT FOUNDATION WEST 4064473100 2708 BOZEMAN AVENUE HELENA MT 59601 GREG PACE CHAIR 4064473100 2026-01-20 1 1 SAM BRUNSON CPA P01696998 4067281800 2025-12-23 2024 2025-03-06 01:10:19Z GREG PACE 2708 BOZEMAN AVENUE HELENA MT 59601 882419 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. 8 8 0 8 0 0 122948 113030 355132 514924 170894 218889 13341 12088 662315 858931 0 0 0 0 0 0 0 0 0 753436 753992 753436 753992 -91121 104939 12532596 12968606 769691 691836 11762905 12276770 X THE WEST MONT FOUNDATION IS A SINGLE PURPOSE FOUNDATION WHICH WAS DEVELOPED IN 2002 TO SUPPORT THE OPERATING COMPANY, WEST MONT. 0 0 522554 0 514924 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 AN EIGHT 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. 522554 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 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X WEST MONT 4064473100 2708 BOZEMAN AVENUE HELENA MT 59601 GREG PACE 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 LAURA KNEEDLER PRESIDENT/CEO 5.00 40.00 X 0 78823 3205 GIA BRADLEY VP ADMIN & FINANCE (TERMED 6.25) 10.00 30.00 X 0 96869 10491 0 175692 13696 0 0 0 0 0 59520 53510 113030 RENTAL INCOME 623000 510000 510000 CLIENT REVENUE 623000 4924 4924 514924 218889 218889 35576 59520 23488 12088 12088 858931 514924 0 230977 1950 1950 11200 11200 44829 11207 33622 9553 8120 1433 13348 11586 1762 38112 38112 238011 238011 73694 1474 72220 OPERATING EXPENSES 208424 155064 53360 REPAIRS & MAINTENANCE 69875 67779 2096 LICENSES, FEES, DUES 30684 26695 3989 14312 2618 11694 753992 522554 231438 0 227741 423874 782793 763242 100 0 236440 159990 10424336 4446282 6200971 5978054 5084551 5643446 12532596 12968606 41545 45711 728146 646125 769691 691836 X 10864648 11288543 898257 988227 11762905 12276770 12532596 12968606 104939 408926 0 X X 0 1 X 1 0 X X X 1 WEST MONT 810402506 10 1 0 510000 1 0 510000 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 844399 93159 6955 930603 755255 95361 6217 844399 678266 61452 4332 735386 780123 -90750 11107 678266 627382 158609 5868 780123 0.00000 0.55609 0.44391 0 0 565840 565840 9374999 4361476 5013523 82490 75576 6914 401007 9230 391777 5978054 X 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 FOUNDATION 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 FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE FOUNDATION 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. TRIPLE CROWN GALA 95096 59520 35576 2097 11964 1500 7927 95096 59520 35576 2097 11964 1500 7927 23488 12088 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 CHIEF FINANCIAL OFFICER. 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 AND OFFICERS 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 B, LINE 15 THE SUPPORTED ORGANIZATION, WEST MONT HAS THE FOLLOWING PROCEDURES IN PLACE. THE BOARD OF DIRECTORS REVIEWS THE CEO SALARY ON AN ANNUAL BASIS, USING REGIONAL COMPARISON DATA WITH ORGANIZATION'S WITH SIMILAR SIZED BUDGETS, EMPLOYEES, AND RESPONSIBILITIES. OFFICER SALARIES ARE EVALUATED ANNUALLY USING COMPARISON DATA OF SIMILAR ROLES, RESPONSIBILITIES IN THE APPLICABLE MARKET AND MADE IN ALIGNMENT WITH THE ORGANIZATION'S SALARY MATRICES. IT IS A SIMILAR PROCESS TO ALL OTHER POSITIONS IN THE ORGANIZATION. 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. NO CHANGES IN OVERSIGHT OR SELECTION PROCESS WERE MADE THIS TAX YEAR. 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 510000 CASH WEST MONT O 207383 CASH