2026-02-09T18:33:28-08:00 2025-06-30 461211349 Linked Accounting LLP 612 N Kays Dr Ste 150 Kaysville UT 84037 990 2024-07-01 810411562 ENERGY SHARE OF MONTANA INC ENER 4064424900 3117 COONEY DRIVE HELENA MT 59602 Jonathan Ballew Executive Dir. 2026-02-09 true true BRIAN E VAN CAMP CPA MTAX P00650012 3852622310 2024 2025-03-06 01:10:19Z Jonathan Ballew 3117 COONEY DRIVE HELENA MT 59602 3525651 false X www.energysharemt.com X 1982 MT Montanans helping neighbors faced with energy emergencies maintaining their self-reliance. Energy Share of Montana provides energy assistance and help for Montana families for emergency heating needs through bill assistance, furnace and water heater safety and efficiency. 18 18 3 83 0 1211672 1329364 1084010 1800614 377932 395673 390 0 2674004 3525651 2710448 2768113 0 226244 259441 0 0 189412 115656 3126104 3143210 -452100 382441 14306716 15543301 197901 281995 14108815 15261306 X Montanans helping neighbors faced with energy emergencies maintaining their self-reliance. Energy Share of Montana provides energy assistance and help for Montana families for emergency heating needs through bill assistance, furnace and water heater safety and efficiency. false false 1780483 1780483 1449104 Energy Share of Montanas primary focus is emergency bill assistance: helping Montanans who face no-heat situations in their homes and have no resources to pay the bills themselves. Applications are reviewed on an individual basis, and applicants are asked to explain their circumstances leading to their need for assistance. In most cases households are helped not more than once every five years or up to $1,400 in assistance unless the household is at or below 125% of poverty and they are then eligible for up to $2,000 in assistance every 5 years. Energy Share of Montana uses private donations and universal systems benefits (USB) funds to fund emergency bill assistance. 819052 580125 Other program services include the Appliance Replacement and Baseload Reduction (ARBR) program and the Habitat Partnership program. 210947 210947 181304 The weatherization program uses donations from individuals and donated UBS funds from Energy West and Montana-Dakota Utilities to maximize energy savings by performing cost-effective weatherization measures such as work on walls, outside air infiltration, windows, attics, crawl spaces, doors, and heating system repairs to make furnaces more efficient or altogether safe. Energy audits are conducted to determine what measures are needed the most. Measures that maximize energy savings are installed, and in no case will measures be installed that have a savings to investment ration (SIR) of less than 1.0. 193410 193410 170206 The furnace safety program uses donated USB funds from Energy West andMontana-Dakota Utilities for their customers who have unsafe furnaces or water heaters. The objective is to help people who cant afford to pay for needed work on furnances or water heaters. The appliances are examined, if possible they are repaired; otherwise they are replaced with a more energy-efficient model. 193410 193410 170206 3003892 true true false false false false false false false true true false false false false true true false 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 8 0 true 3 true false false false false false false false 0 false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false X X Jonathan Ballew 4064424900 3117 COONEY DRIVE HELENA MT 59602 Rachel Haberman Executive Dir. 40.00 0.00 X 118352 0 11745 Jonathan Ballew Executive Dir. 40.00 0.00 X 9809 0 0 Mark Vinger Treasurer 0.10 0.00 X X 0 0 0 Roxanne Klingensmith President 0.10 0.00 X X 0 0 0 Fred Krepps Director 0.10 0.00 X 0 0 0 Brandy Powers Vice President 0.10 0.00 X X 0 0 0 Geraldine Custer Secretary 0.10 0.00 X X 0 0 0 Greg Jergeson Director 0.10 0.00 X 0 0 0 Jessie Luther Director 0.10 0.00 X 0 0 0 Teresa Miller Director 0.10 0.00 X 0 0 0 Ken Morrison Director 0.10 0.00 X 0 0 0 Thor Nelson Director 0.10 0.00 X 0 0 0 Charlie Rehbein Director 0.10 0.00 X 0 0 0 Karla Seaman Director 0.10 0.00 X 0 0 0 Tina Shorten Director 0.10 0.00 X 0 0 0 Lori St Aubin Director 0.10 0.00 X 0 0 0 Corey Medved Director 0.10 0.00 X 0 0 0 Jason Nasby Director 0.10 0.00 X 0 0 0 Monti Wetsch Director 0.10 0.00 X 0 0 0 Lisa Schindler Director 0.10 0.00 X 0 0 0 128161 11745 1 false false false 0 1329364 1329364 Furnace Safety Program 221000 170206 170206 USB Contracts 221000 1630408 1630408 1800614 395673 395673 0 0 0 0 0 0 0 0 3525651 1800614 395673 2768113 2768113 0 0 0 128161 98279 29882 0 96983 74370 22613 0 17294 13261 4033 17003 13039 3964 0 0 14500 14500 0 0 37021 24953 12068 5850 5850 21981 10991 10990 4356 4356 1577 1577 0 8100 8100 7020 7020 0 0 0 0 0 1545 1545 Telephone 3441 886 2555 Dues and Subscriptions 3224 3224 Training 2821 2821 Postage and Shipping 2501 2501 1719 1719 3143210 3003892 139318 0 100584 195710 563646 0 0 26486 200706 0 0 0 0 0 8324 8324 0 13616000 15146885 0 0 0 0 14306716 15543301 197901 281995 197901 281995 X 10398687 11305828 3710128 3955478 14108815 15261306 14306716 15543301 382441 770050 X true X false true false X 1000299 1019761 1067326 1211672 1329364 5628422 1604079 1627946 1297463 1084010 1800614 7414112 0 0 0 2604378 2647707 2364789 2295682 3129978 13042534 1120 865 1985 0 1120 865 1985 13040549 189117 190278 238739 377932 395673 1391739 0 189117 190278 238739 377932 395673 1391739 0 0 2793495 2837985 2603528 2673614 3525651 14434273 0.90340 0.91000 0.09640 0.08990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7075726 134875 664944 25058 7850487 5944351 125721 1077264 48461 23149 7075726 5276484 29420 699865 41527 19891 5944351 5771633 116884 -572492 17699 21842 5276484 4403899 96660 1314250 17631 25545 5771633 1.00000 false false false 8324 8324 X 4886898 770050 628218 1398268 3488630 37021 37021 3525651 3734407 628218 628218 3106189 37021 37021 3143210 Part V, Line 4: Intended uses of the endowment fund. The organization uses its earnings from endowment funds for the purpose ofsupporting its programs. Part X : FIN48 Footnote Energy Share of Montana is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code. Accordingly, the increase in netassets is generally not subject to taxation. Energy Share of Montana isrequired to file a Return of Organization Exempt from Income Tax return(Form 990) annually. No provision for income tax has been recorded in the financial statements because management believes there was no unrelated business income in fiscal year 2025. false Action for Eastern Montana PO Box 1309 Glendive MT 59330 810297418 501(c)(3) 139103 0 Cash N/A Emergency bill, furnace saftey, ARB Action Inc PO Box 39 Butte MT 59703 810295613 501(c)(3) 189442 0 Cash N/A Emergency Bill Assistance, ARBR WX Community Action Partnership PO Box 88 Kalispell MT 59904 810366018 501(c)(3) 67011 0 Cash N/A Emergency bill assistance District IV HRDC 2229 Fifth Ave Havre MT 59501 810295420 501(c)(3) 51120 0 Cash N/A Emergency bill assistance District IX HRDC 32 S Tracy Ave Bozeman MT 59715 810350886 501(c)(3) 110944 0 Cash N/A Emergency Bill Assistance, ARBR WX District VI HRDC 300 First Ave N 203 Lewistown MT 59457 810382167 501(c)(3) 81874 0 Cash N/A Emergency Bill Assistance, ARBR WX District VII HRDC PO Box 2016 Billings MT 59103 810300207 501(c)(3) 834521 0 Cash N/A Bill assist, ARBR, and Weath, furn District XI HRDC 1801 S Higgins Missoula MT 59801 810332017 501(c)(3) 344822 0 Cash N/A Emergency Bill Assistance, ARBR WX Habitat for Humanity PO Box 632 Butte MT 59703 810486051 501(c)(3) 25217 0 Cash N/A Low Income Energy Efficiency Habitat for Humanity PO Box 459 Helena MT 59624 810476317 501(c)(3) 26487 0 Cash N/A Low Income Energy Efficiency Opportunities Inc PO Box 2289 Great Falls MT 59403 810295813 501(c)(3) 680807 0 Cash N/A Bill assist, ARBR, and Weath, furn Rocky Mountain Development PO Box 1717 Helena MT 59624 810296458 501(c)(3) 213265 0 Cash N/A Emergency Bill Assistance, ARBR WX 0 12 Additional Supplemental Information The organization has frequent communications with organizations receiving grant funds and periodically reviews financial and other data. Form 990, Part VI, Section B, Line 11b Management and the board of director review the draft 990 and discuss before signing and filing. Form 990, Part VI, Section B, Line 12c The Executive Committee reviews this and the directors of the board and each employee are required to disclose any conflicts of interest. Form 990, Part VI, Section B, Line 15a The board of directors review compensation of people in similar positions in state government and with Human Resource Development Councils around the state. Form 990, Part VI, Section C, Line 19 Information is available online and from the organization upon request.