Nonprofit · EIN 23-7051460
MONTANA 4-H FOUNDATION INC
Tax-exempt · BOZEMAN, MT 59717
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $817,566 | $573,120 | $244,446 | $4,955,220 | $804,297 | $4,150,923 |
| September 30, 2024 | 990 | $647,849 | $502,203 | $145,646 | $4,820,892 | $791,116 | $4,029,776 |
| September 30, 2023 | 990 | $528,026 | $527,174 | $852 | $4,017,532 | $633,805 | $3,383,727 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $395,756
- Program service revenue
- $8,892
- Investment income
- $394,966
- Net gain from sales of assets
- $233,013
- Net income from gaming
- $3,445
- Net income from sales of inventory
- $14,507
- Other revenue
- $17,952
Expenses
- Grants and similar amounts paid
- $137,581
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $24,743
- Travel
- $11,063
- Program services (functional)
- $360,472
- Management and general (functional)
- $140,705
- Fundraising (functional)
- $71,943
Balance sheet and other
- Total assets, start of year
- $4,820,892
- Total assets, end of year
- $4,955,220
- Total liabilities, end of year
- $804,297
- Net assets, end of year
- $4,150,923
- Net assets without donor restrictions
- $884,446
- Net assets with donor restrictions
- $3,266,477
- Gross receipts
- $1,079,507
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1969
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JANE WOLERY | Executive Dir. Officer | 40 | $0 | $84,959 | $20,412 |
| RONI BAKER | President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CARRIE TAYLOR | Director Trustee or director | 1 | $0 | $0 | $0 |
| AMANDA WILLIAMS | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SEAN BENGOCHEA | Director Trustee or director | 1 | $0 | $0 | $0 |
| MARSHA GOETTING | Director Trustee or director | 1 | $0 | $0 | $0 |
| CATHY RATZBURG | Director Trustee or director | 1 | $0 | $0 | $0 |
| CARTER JASPER | Vice President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CARRIE SUE LERUM | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TERI ANTILLEY | Director Trustee or director | 1 | $0 | $0 | $0 |
| CHADAYA COFFEE | Director Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER SAUNDERS | Director Trustee or director | 1 | $0 | $0 | $0 |
| GAGE HORN | Director Trustee or director | 1 | $0 | $0 | $0 |
| STELLA TRUZZOLINO | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JANE WOLERY | Executive Dir. Officer | 40 | $0 | $82,153 | $20,814 |
| RONI BAKER | President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CARRIE TAYLOR | Vice President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TIM GILL | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROSE MALISANI | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARSHA GOETTING | Director Trustee or director | 1 | $0 | $0 | $0 |
| CATHY RATZBURG | Director Trustee or director | 1 | $0 | $0 | $0 |
| CARTER JASPER | Director Trustee or director | 1 | $0 | $0 | $0 |
| CARRIE SUE LERUM | Director Trustee or director | 1 | $0 | $0 | $0 |
| TERI ANTILLEY | Director Trustee or director | 1 | $0 | $0 | $0 |
| CHADAYA COFFEE | Director Trustee or director | 1 | $0 | $0 | $0 |
| CALE HOCKHALTER | Director Trustee or director | 1 | $0 | $0 | $0 |
| KATELYN SUTA | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JANE WOLERY | Executive Dir. Officer | 40 | $0 | $82,064 | $20,814 |
| TIM GILL | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RONI BAKER | President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SARAH CONVERSE | Director Trustee or director | 1 | $0 | $0 | $0 |
| CARRIE TAYLOR | Vice President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CARRIE SUE LERUM | Director Trustee or director | 1 | $0 | $0 | $0 |
| CHADAYA COFFEE | Director Trustee or director | 1 | $0 | $0 | $0 |
| MARSHA GOETTING | Director Trustee or director | 1 | $0 | $0 | $0 |
| CATHY RATZBURG | Director Trustee or director | 1 | $0 | $0 | $0 |
| TODD KESNER | Director Trustee or director | 1 | $0 | $0 | $0 |
| ROSE MALISANI | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CARTER JASPER | Director Trustee or director | 1 | $0 | $0 | $0 |
| CALE HOCKHALTER | Director Trustee or director | 1 | $0 | $0 | $0 |
| CODY STONE | Director Trustee or director | 1 | $0 | $0 | $0 |
| KATELYN SUTA | Director Trustee or director | 1 | $0 | $0 | $0 |
| BREANNA BLAIN | Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 173580, BOZEMAN, MT 59717-3580
- Mailing address (990-N for 2011)
- 6210 hwy 12 West, helena MT 59601
- Principal officer (990 for 2024)
- JANE WOLERY, PO BOX 173580, BOZEMAN, MT 597173580
- Principal officer (990-N for 2011)
- MGray, 6210 hwy 12 west, helena MT 59601
- Signed the 990
- JANE WOLERY, Executive Director
- Phone
- (406) 994-5911
- Website
- WWW.MONTANA4H.ORG
- Return prepared by
- Amatics CPA Group
Mission
TO HELP 4-H YOUTH BY RAISING PRIVATE FUNDS, MANAGING FINANCIAL RESOURCES AND PARTNERING WITH THE MONTANA STATE UNIVERSITY EXTENSION SERVICE TO FUND EDUCATIONAL OPPORTUNITIES FOR MONTANA 4-H YOUTH, VOLUNTEER LEADERS AND STAFF.
Program accomplishments
- SUPPORTED CONFERENCES, TRAINING AND ACTIVITIES IN THE FOLLOWING AREAS - VOLUNTEER TRAINING AND RECOGNITION, LIFE SKILL DEVELOPMENT, IMAGE, AND YOUTH AS RESOURCES PROGRAMS SUPPORTED YOUTH CLUBS AT THE COUNTY LEVEL.Expenses $360,472 · grants $137,581
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 23-7051460
- 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)
- Group exemption
- Exempt since
- 2013
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Group exemption
- 5954 (374 member organizations)
- Assets (IRS master file)
- $4,955,220
- Income (IRS master file)
- $1,079,507
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $817,566 | $573,120 | $4,955,220 | XML |
| 990 | September 2024 | $647,849 | $502,203 | $4,820,892 | XML |
| 990 | September 2023 | $528,026 | $527,174 | $4,017,532 | XML |
| 990 | September 2022 | $473,017 | $416,200 | $3,758,668 | IRS |
| 990 | September 2021 | $565,507 | $324,553 | $4,132,892 | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
| 990-N for 2011 Officer: MGray | September 30, 2012 | ≤ $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 23-7051460).
Questions about MONTANA 4-H FOUNDATION INC
- What is the EIN of MONTANA 4-H FOUNDATION INC?
- The employer identification number (EIN) of MONTANA 4-H FOUNDATION INC is 23-7051460.
- Is MONTANA 4-H FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to MONTANA 4-H FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Group exemption).
- Which annual return does MONTANA 4-H FOUNDATION 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 MONTANA 4-H FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANA 4-H FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of MONTANA 4-H FOUNDATION INC?
- The 990 for the year ended September 30, 2025 names JANE WOLERY.
- Who are the officers and directors of MONTANA 4-H FOUNDATION INC?
- The 990 for the year ended September 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does MONTANA 4-H FOUNDATION INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $817,566, expenses of $573,120 and total assets of $4,955,220 at year end.
Organizations in its group exemption (374)
- MONTANA 4-H FOUNDATION INC EIN 37-1615313 · TOWNSEND, MT · last filed 990 for 2025
- MONTANA 4-H FOUNDATION INC EIN 81-0385926 · HAVRE, MT · last filed 990 for 2025
- MONTANA 4-H FOUNDATION INC EIN 81-6016521 · KALISPELL, MT · last filed 990-N for 2023
- MONTANA 4-H FOUNDATION INC EIN 81-0426153 · WHITE SULPHUR SPRINGS, MT · last filed 990-EZ for 2024
- MONTANA 4-H FOUNDATION INC EIN 30-0450703 · SIDNEY, MT · last filed 990 for 2025
- MONTANA 4-H FOUNDATION INC EIN 81-0511764 · BOZEMAN, MT · last filed 990-EZ for 2025
- MONTANA 4-H FOUNDATION INC EIN 81-0358977 · MILES CITY, MT · last filed 990-EZ for 2025
- MONTANA 4-H FOUNDATION INC EIN 30-0499053 · HAMILTON, MT · last filed 990 for 2025
- MONTANA 4-H FOUNDATION INC EIN 26-1988848 · WIBAUX, MT · last filed 990-EZ for 2024
- MONTANA 4-H FOUNDATION INC EIN 81-0372351 · BOZEMAN, MT · last filed 990-EZ for 2025
- MONTANA 4-H FOUNDATION INC EIN 81-0539415 · BOZEMAN, MT · last filed 990 for 2025
- MONTANA 4-H FOUNDATION INC EIN 81-0367231 · FORSYTH, MT · last filed 990-N for 2023
- MONTANA 4-H FOUNDATION INC EIN 81-0416751 · TERRY, MT · last filed 990 for 2025
- MONTANA 4-H FOUNDATION INC EIN 74-3018880 · WIBAUX, MT · last filed 990-N for 2024
- MONTANA 4-H FOUNDATION INC EIN 81-0529235 · LIVINGSTON, MT · last filed 990-N for 2024
- MONTANA 4-H FOUNDATION INC EIN 22-3972305 · HAMILTON, MT · last filed 990-N for 2024
- MONTANA 4-H FOUNDATION INC EIN 26-1338578 · CIRCLE, MT · last filed 990-N for 2023
- MONTANTA 4-H FOUNDATION INC EIN 61-1734687 · FORSYTH, MT · last filed 990-N for 2024
- MONTANA 4-H FOUNDATION INC EIN 81-0455907 · HAVRE, MT · last filed 990-N for 2024
- MONTANA 4-H FOUNDATION INC EIN 81-0537294 · MILES CITY, MT · last filed 990-N for 2025
Other nonprofits in BOZEMAN
- BOZEMAN HEALTH DEACONESS HOSPITAL EIN 47-4717998 · last filed 990 for 2024
- BOZEMAN DEACONESS HEALTH SERVICES EIN 81-0232121 · last filed 990 for 2024
- MONTANA STATE UNIVERSITY FOUNDATION EIN 81-6001649 · last filed 990 for 2025
- AMERICAN PRAIRIE FOUNDATION EIN 81-0541893 · last filed 990 for 2024
- YELLOWSTONE FOREVER EIN 47-5427975 · last filed 990 for 2026
- MONTANA HEALTHCARE FOUNDATION EIN 46-6854005 · last filed 990-PF for 2024
- HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC EIN 81-0350886 · last filed 990 for 2025
- BRIDGER BOWL EIN 81-0250283 · last filed 990 for 2026