Nonprofit · EIN 20-8571151
LEADERSHIP MONTANA INC
Tax-exempt · BOZEMAN, MT 59717
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $753,676 | $691,206 | $62,470 | $507,950 | $367,274 | $140,676 |
| June 30, 2024 | 990 | $953,689 | $663,735 | $289,954 | $457,797 | $379,591 | $78,206 |
| June 30, 2023 | 990 | $694,352 | $995,599 | -$301,247 | $57,831 | $258,601 | -$200,770 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $494,942
- Membership dues
- $18,150
- Program service revenue
- $247,445
- Investment income
- $0
- Other revenue
- $11,289
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $100,600
- Other salaries and wages
- $166,525
- Salaries, compensation and benefits (total)
- $312,553
- Professional fundraising fees
- $0
- Accounting fees
- $25,785
- Occupancy
- $15,850
- Travel
- $99,344
- Depreciation
- $464
- Program services (functional)
- $580,827
- Management and general (functional)
- $68,975
- Fundraising (functional)
- $41,404
Balance sheet and other
- Total assets, start of year
- $457,797
- Total assets, end of year
- $507,950
- Total liabilities, end of year
- $367,274
- Net assets, end of year
- $140,676
- Land, buildings and equipment
- $1,393
- Publicly traded securities
- $9,253
- Net assets without donor restrictions
- -$219,708
- Net assets with donor restrictions
- $360,384
- Gross receipts
- $753,676
- Employees
- 4
- Volunteers
- 78
- Year formed
- 2007
- State of legal domicile
- MT
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELLY HEATON | Executive Dir. Officer | 40 | $92,542 |
| AARON PRATT | Past Chair Trustee or director, Officer | 2 | $0 |
| JULIE JENKINSON | Chair Trustee or director, Officer | 2 | $0 |
| DEBBIE VANDEBERG | Director Trustee or director | 2 | $0 |
| CAMILA SKINNER | Treasurer Trustee or director, Officer | 2 | $0 |
| BARB CESTERO | Director Trustee or director | 2 | $0 |
| TERRI CHEFF | Director Trustee or director | 2 | $0 |
| ANTHONY FLYNN | Director Trustee or director | 2 | $0 |
| DARRELL HIRSCH | Vice Chair Trustee or director, Officer | 2 | $0 |
| ANNE HUGHES | Director Trustee or director | 2 | $0 |
| JIM SWAN | Director Trustee or director | 2 | $0 |
| TRAVIS YUZIK | Director Trustee or director | 2 | $0 |
| AIMEE GRMOLJEZ | Director Trustee or director | 2 | $0 |
| JOSH PALLISTER | Director Trustee or director | 2 | $0 |
| BEN THIEM | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELLY HEATON | Executive Dir. Officer | 40 | $52,458 |
| CHANTEL MCCORMICK SCHIEFFER | PAST CEO Trustee or director | 40 | $45,650 |
| AARON PRATT | Chair Trustee or director, Officer | 2 | $0 |
| JULIE JENKINSON | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| DEBBIE VANDEBERG | PAST CHAIR Trustee or director, Officer | 2 | $0 |
| CAMILA SKINNER | Treasurer Trustee or director, Officer | 2 | $0 |
| BARB CESTERO | Director Trustee or director | 2 | $0 |
| TERRI CHEFF | Director Trustee or director | 2 | $0 |
| KELLY CRESSWELL | Director Trustee or director | 2 | $0 |
| ANTHONY FLYNN | Director Trustee or director | 2 | $0 |
| DARRELL HIRSCH | Director Trustee or director | 2 | $0 |
| ANNE HUGHES | Director Trustee or director | 2 | $0 |
| LEONARD MALIN | Director Trustee or director | 2 | $0 |
| ARIEL OVERSTREET-ADKINS | Director Trustee or director | 2 | $0 |
| JIM SWAN | Director Trustee or director | 2 | $0 |
| TRAVIS YUZIK | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHANTEL MCCORMICK SHIEFFER | PAST PRESIDENT/CEO Officer | 40 | $97,800 |
| DEBBIE VANDEBERG | PAST CHAIR Trustee or director, Officer | 2 | $0 |
| CAMILA SKINNER | TREASURER Trustee or director, Officer | 2 | $0 |
| JULIE JENKINSON | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| AARON PRATT | CHAIR Trustee or director, Officer | 2 | $0 |
| DARRELL HIRSCH | DIRECTOR Trustee or director | 2 | $0 |
| TERRI CHEFF | DIRECTOR Trustee or director | 2 | $0 |
| BARB CESTERO | DIRECTOR Trustee or director | 2 | $0 |
| JIM SWAN | DIRECTOR Trustee or director | 2 | $0 |
| ANTHONY FLYNN | DIRECTOR Trustee or director | 2 | $0 |
| LEONARD MALIN | DIRECTOR Trustee or director | 2 | $0 |
| ARIEL OVERSTREET-ADKINS | DIRECTOR Trustee or director | 2 | $0 |
| ANNE HUGHES | DIRECTOR Trustee or director | 2 | $0 |
| KELLY CRESSWELL | DIRECTOR Trustee or director | 2 | $0 |
| SHELLY FYANT | DIRECTOR Trustee or director | 2 | $0 |
| TRAVIS YUZIK | DIRECTOR Trustee or director | 2 | $0 |
| KELLY HEATON | PRESIDENT/CEO Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5155, BOZEMAN, MT 59717-5155
- In care of
- % MONTANA STATE UNIVERSITY-BILLINGS
- Principal officer (990 for 2024)
- KELLY HEATON, PO BOX 5155, BOZEMAN, MT 59717
- Signed the 990
- KELLY HEATON, Executive Dir.
- Phone
- (406) 577-2727
- Website
- www.leadershipmontana.org
- Return prepared by
- Amatics CPA Group
Mission
AT THE HEART OF OUR WORK IS OUR FLAGSHIP PROGRAM, AN EIGHT-MONTH EDUCATIONAL EXPERIENCE OFFERING PARTICIPANTS A UNIQUE OPPORTUNITY TO DEVELOP STRONG LEADERSHIP SKILLS ALONG WITH PERSONAL AND PROFESSIONAL GROWTH. WE ALSO OFFER A VARIETY OF PROGRAMS SUCH AS OUR MASTERS CLASS FOR ALUMNI, THE CONFLUENCE AND LMT LIVE WHICH ARE ALSO OPEN TO THE GENERAL PUBLIC, AND LEADERSHIP FOR LEGISLATORS FOR ELECTED OFFICALS.
Program accomplishments
- THROUGH OUR UNIQUE EDUCATIONAL PROGRAMMING, WE GATHER SOME OF THE MOST ACCOMPLISHED MINDS TO DEEPLY DISCUSS CURRENT ISSUES FACING MONTANA. AT THE SAME TIME, PARTICIPANTS ENHANCE THEIR OWN LEADERSHIP SKILLS THROUGH OUR CURRICULUM, LEADING IN MONTANA, DESIGNED SPECIFICALLY AROUND OUR CLASS MEMBERS' INTERESTS AND NEEDS.ONCE PARTICIPANTS COMPLETE THE PROGRAM, THEY JOIN OUR ESTEEMED ALUMNI NETWORK CONSISTING OF THE STATE'S MOST INFLUENTIAL PROFESSIONALS. WITH AN INCREASED AWARENESS AND A COMMITMENT TO SERVICE, OUR ALUMNI SHAPE MONTANA'S FUTURE WITH ENHANCED LEADERSHIP SKILLS AND A DEEPENED KNOWLEDGE OF THE CHALLENGES AND OPPORTUNITIES.LEADERSHIP MONTANA ALSO PROVIDES TRAINING FOR LEADERS STATEWIDE THROUGH SPECIAL PROGRAMS AND EVENTS.Expenses $580,827 · revenue $247,445
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-8571151
- 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
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B60)
- Assets (IRS master file)
- $507,950
- Income (IRS master file)
- $753,676
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $753,676 | $691,206 | $507,950 | IRS |
| 990 | June 2024 | $953,689 | $663,735 | $457,797 | XML |
| 990 | June 2023 | $694,352 | $995,599 | $57,831 | XML |
| 990 | June 2022 | $969,815 | $968,497 | $320,044 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
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 20-8571151).
Questions about LEADERSHIP MONTANA INC
- What is the EIN of LEADERSHIP MONTANA INC?
- The employer identification number (EIN) of LEADERSHIP MONTANA INC is 20-8571151.
- Is LEADERSHIP MONTANA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to LEADERSHIP MONTANA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEADERSHIP MONTANA INC 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 LEADERSHIP MONTANA INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEADERSHIP MONTANA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LEADERSHIP MONTANA INC?
- The 990 for the year ended June 30, 2025 names KELLY HEATON.
- Who are the officers and directors of LEADERSHIP MONTANA INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 1 received compensation from the organization, the highest $92,542 (KELLY HEATON, Executive Dir.).
- How much revenue does LEADERSHIP MONTANA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $753,676, expenses of $691,206 and total assets of $507,950 at year end.
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