Nonprofit · EIN 20-2380803
MONFORTON SCHOOL FOUNDATION
Tax-exempt · BOZEMAN, MT 59718
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-EZ | $97,084 | $76,230 | $20,854 | $219,991 | – | $219,991 |
| August 31, 2024 | 990-EZ | $102,006 | $83,028 | $18,978 | $199,137 | – | $199,137 |
Financial details: 990-EZ for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $99,618
- Investment income
- $457
- Net income from fundraising events
- -$2,991
Expenses
- Grants and similar amounts paid
- $69,087
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,148
- Other expenses
- $5,995
- Program services (functional)
- $69,087
Balance sheet and other
- Total assets, start of year
- $199,137
- Total assets, end of year
- $219,991
- Total liabilities, end of year
- –
- Net assets, end of year
- $219,991
- Cash, savings and investments
- $219,193
- Gross receipts
- $110,712
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERT BARTLE | President | 3 | $0 |
| ANDY ROWSE | Vice President | 3 | $0 |
| TARA RIGG | Secretary | 3 | $0 |
| ROB HOLDEN | Co Treasurer | 3 | $0 |
| RACHEL MAY | Co Treasurer | 3 | $0 |
| MELISSA KUCHYNKA | Director | 1 | $0 |
| JENEE DAWES | Director | 1 | $0 |
| SHAYE ERICKSON | Director | 1 | $0 |
| MEGAN ROTH | Director | 1 | $0 |
990-EZ for the year ended August 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERT BARTLE | President | 3 | $0 |
| ANWEI LI | Vice President | 3 | $0 |
| TARA RIGG | Secretary | 3 | $0 |
| SUZANNE KIRKLAND | Treasurer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 6001 MONFORTON SCHOOL RD, BOZEMAN, MT 59718-8136
- In care of
- % CAROL F FARRIS
- Mailing address (990-N for 2014)
- 6001 Monforton School Road, Bozeman MT 59718
- Principal officer (990-N for 2014)
- Carol F Farris, 13013 Cottonwood Canyon Road, Bozeman MT 59718
- Signed the 990-EZ
- ROB HOLDEN, Co Treasurer
- Phone
- (406) 548-3611
- Return prepared by
- Amatics CPA Group
Mission
Monforton School Foundation (a 501(c)3 nonprofitorganization) believes in the importance ofexcellence in education. As a result of unpredictablefunding and ever-changing needs in publiceducation, the Monforton School Foundationserves as the funding mechanism to develop,foster, and encourage excellence in education atMonforton School.
Program accomplishments
- DEVELOP, FOSTER, AND ENCOURAGE EXCELLENCE IN EDUCATION. CURRENTLY THROUGH ATRS AND MUSIC, ATHLETICS, EXPERIENTIAL LEARNING, CURRICULUM AND INSTRUCTION, FAMILY AND CHILD ASSISTANCE, TECHNOLOGY AND PLAYGROUND DEVELOPMENT.Expenses $69,087 · grants $69,087
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-EZ on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-EZ on file |
IRS record
- EIN
- 20-2380803
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $219,991
- Income (IRS master file)
- $110,712
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | August 2025 | $97,084 | $76,230 | $219,991 | XML |
| 990-EZ | August 2024 | $102,006 | $83,028 | $199,137 | XML |
| 990-EZ | August 2023 | $100,026 | $78,740 | $180,159 | IRS |
| 990-EZ | August 2022 | – | – | – | IRS |
| 990-EZ | August 2021 | – | – | – | IRS |
| 990-EZ | August 2020 | – | – | – | IRS |
| 990-EZ | August 2019 | – | – | – | IRS |
| 990-EZ | August 2018 | – | – | – | IRS |
| 990-N for 2014 Officer: Carol F Farris | August 31, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2380803).
Questions about MONFORTON SCHOOL FOUNDATION
- What is the EIN of MONFORTON SCHOOL FOUNDATION?
- The employer identification number (EIN) of MONFORTON SCHOOL FOUNDATION is 20-2380803.
- Is MONFORTON SCHOOL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to MONFORTON SCHOOL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONFORTON SCHOOL FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONFORTON SCHOOL FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONFORTON SCHOOL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended August 2025.
- Who is the principal officer of MONFORTON SCHOOL FOUNDATION?
- The 990-N for 2014 names Carol F Farris.
- Who are the officers and directors of MONFORTON SCHOOL FOUNDATION?
- The 990-EZ for the year ended August 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does MONFORTON SCHOOL FOUNDATION have?
- On its 990-EZ for the year ended August 31, 2025 it reported revenue of $97,084, expenses of $76,230 and total assets of $219,991 at year end.
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